8月22日下午，中国广告协会与北京市海淀区人民政府在中关村国际创新中心圆满举行了签约仪式，将 2025—2029年的中国国际广告节落地北京海淀。尤为值得关注的是，今年，亚洲广告大会将与中国国际 广告节首次同期同地举办，这一双会联动的创新模式，让科技、文化与广告产业的深度耦合有了更国际 化的表达，成为北京推进国际科技创新中心城市建设和加强国际交往能力的一项务实举措。 政策引领："科技+文化+广告"融合生态的国际化升级 2025年中央城市工作会议提出"推动城市高质量发展，建设富有活力的创新城市（300778），促进城市 文脉赓续与内涵提升"。海淀区作为北京国际科技创新中心核心区，依托中关村前沿科技集群和"三山五 园"历史文化遗产，为广告产业升级提供了坚实的技术基础和丰富的内容资源。该区域集聚了抖音、快 手、小米、百度等多家科技巨头，持续以创新科技赋能广告业发展。"十四五"期间，全市广告业务年收 入连续突破4000亿元。2025年上半年，规模以上广告企业营收同比增长10.5%，海淀区在其中发挥了重 要作用。 依托这一 "科技 + 文化" 双优势，北京正打造全新广告融合生态，推动中国广告产业国际化转型升级。 据主办单 ...

据证券之星公开数据整理，近期星网锐捷（002396）发布2025年中报。截至本报告期末，公司营业总收 入88.86亿元，同比上升21.76%，归母净利润2.12亿元，同比上升69.32%。按单季度数据看，第二季度 营业总收入54.01亿元，同比上升29.86%，第二季度归母净利润1.7亿元，同比上升49.46%。本报告期星 网锐捷公司应收账款体量较大，当期应收账款占最新年报归母净利润比达983.28%。 财务报表中对有大幅变动的财务项目的原因说明如下： 投资性房地产变动幅度为33.38%,原因:本期公司部分自用房产转为用于出租，列报至此项目。 短期借款变动幅度为35.06%,原因:本期子公司的短期银行借款增加。 本次财报公布的各项数据指标表现尚佳。其中，毛利率30.46%，同比减6.56%，净利率5.5%，同比增 66.48%，销售费用、管理费用、财务费用总计12.4亿元，三费占营收比13.95%，同比减22.46%，每股净 资产11.49元，同比增6.18%，每股经营性现金流-0.81元，同比增69.05%，每股收益0.36元，同比增 70.62% | 项目 | 2024年中报 | 2025年中报 | 同比 ...

本文源自：金融界 8月22日，毫微(NA)盘中上涨5.09%，截至23:09，报4.75美元/股，成交73.11万美元，总市值1.10亿美 元。 作者：行情君 财务数据显示，截至2025年06月30日，毫微收入总额828.34万人民币，同比减少66.52%；归母净利 润-705.45万人民币，同比增长87.67%。 资料显示，毫微实验室有限公司是一家在开曼群岛注册成立的境外控股母公司,主要由其境内实体子公 司浙江毫微科技有限公司运营。浙江毫微科技有限公司 致力于为元宇宙提供基础设施支持,公司开发高 吞吐内存芯片、高性能计算芯片、分布式计算解决方案、,产品可应用于数据中心,超级计算,人工智能等 领域,为元宇宙中的各个场景应用赋能。公司于2019年验证了HBM2D内存技术,并开发了其独有的存算一 体FPU芯片架构。2020年基于FPU架构,率先量产了布谷鸟1.0专用计算芯片;目前,公司产品持续技术迭代, 从专用市场向通用市场拓展,为未来的智能数字社会提供算力,致力于为元宇宙下分布式计算,核心网络,人 工智能,高性能计算,视频编解码等领域提供高带宽、高性能的专用处理器芯片和解决方案,构建元宇宙生 态 ...

Core Viewpoint - The article emphasizes that vivo's launch of the Vision Explorer MR headset is not merely a trend-chasing move but a strategic extension based on user needs and technological advancements [6][21][26] Group 1: Market Context - The MR headset market is projected to grow significantly, with global shipments expected to reach 12.8 million units by 2025, a 26% increase year-on-year, while China's growth rate is anticipated to exceed 100% [5][9] - The smartphone has dominated the mobile internet for nearly 20 years, but MR headsets are emerging as the next potential mainstream device, unlocking capabilities beyond the limitations of 2D screens [4][5] Group 2: Product Features - The vivo Vision Explorer headset weighs only 398 grams, marking a significant reduction in weight compared to traditional MR headsets, making it more user-friendly [13] - It incorporates advanced technology such as the VST algorithm, which minimizes latency to 13ms, enhancing the integration of virtual and real-world experiences [13][17] Group 3: User Experience and Ecosystem - The headset aims to address user pain points by providing a lightweight, comfortable design and a diverse content ecosystem, moving from novelty to regular use [10][14] - Users can engage with immersive experiences, such as viewing spatial photos and videos captured by vivo devices, creating a compelling reason for daily use [14] Group 4: Strategic Importance - vivo's entry into the MR market positions it alongside global tech giants like Apple and Meta, marking a significant milestone for Chinese technology firms [22][23] - The development of the MR headset is seen as a foundational step towards integrating robotics and AI, leveraging vivo's extensive user data and technological capabilities [18][21] Group 5: Long-term Vision - The company envisions a future where smartphones, MR, and robotics coexist, addressing diverse user needs across various scenarios [14][21] - The article highlights the importance of sustained investment and ecosystem development over time, drawing parallels with the evolution of the PC and smartphone industries [22][24]

市经信委透露，接下来，元评委的工作将主要聚焦以下几个方面：一是深入挖掘行业共性需求，为标准 制定提供科学依据，重点组织共性基础、关键技术、行业应用三类标准研制；二是建立"技术指标+应 用效能+安全合规"三维评价体系，确保标准的科学性和实用性，支撑《上海市元宇宙标准体系》建设 和实施，助力元宇宙成果赋能实体经济；三是元评委秘书处做好组织和服务工作。 智通财经记者 俞凯 8月22日，智通财经（www.thepaper.cn）从上海市经信委获悉，上海锚定元宇宙新赛道，秉持虚实结 合、以虚促实、以虚强实的发展理念，持续培育壮大发展新动能。目前，上海已集聚XR终端制造企业 20余家；光学模组、空间计算芯片等核心元器件产能占全国40%以上；引育了全球顶尖3D引擎、数字 孪生平台等基础工具企业；已在工业元宇宙、数字人交互等应用层培育出多个独角兽企业，同时通 过"场景驱动"和"成果遴选"，带动产业链上下游800余家企业协同创新。 据市经信委介绍，为推进元宇宙领域标准工作，2025年5月17日上海市元宇宙技术与应用评定委员会正 式组建，经过广泛征询、定向邀请和社会招募、集体评议及公示等流程，全国学术、平台、产业、标准 化、投融 ...

Core Viewpoint - Beijing Chunzhi Technology Co., Ltd. reported a significant decline in revenue and profit for the first half of 2025, primarily due to a decrease in order volume and challenges in the traditional audio-visual business, alongside adverse impacts on artificial intelligence revenue from overseas clients [2][3][4]. Financial Performance - The company's operating income for the first half of 2025 was approximately 128.83 million yuan, a decrease of 44.85% compared to 233.62 million yuan in the same period last year [2]. - The total profit for the period was a loss of approximately 40.27 million yuan, compared to a profit of 39.37 million yuan in the previous year, marking a decline of 202.29% [2]. - The net profit attributable to shareholders was a loss of about 40.02 million yuan, down 201.99% from a profit of 39.24 million yuan in the same period last year [2]. - The net cash flow from operating activities was negative 63.64 million yuan, a decrease of 39.59% compared to negative 45.59 million yuan in the previous year [2]. Business Overview - Chunzhi Technology specializes in professional audio-visual (Pro AV) system solutions, focusing on the design, research, production, and sales of professional audio-visual display control products [3][4]. - The company has four main application scenarios: command and control centers, smart meeting rooms, commercial applications, and AI applications [5][6]. Industry Context - The display control and professional audio-visual processing technology sectors are key areas of strategic development in China, with government support for the ultra-high-definition industry [4][5]. - The integration of display control with technologies such as IoT, big data, cloud computing, and artificial intelligence is driving the demand for smarter display control products [4][5]. - The proliferation of ultra-high-definition video applications is a major growth driver in the professional audio-visual equipment sector, supported by national standards and the maturity of 5G technology [4][5]. Product Development - The company has developed several innovative products, including the Xshadow AR projection control system and the Pandora immersive interaction system, which have received recognition in the industry [8][9]. - Chunzhi Technology is committed to independent research and development, with a focus on professional audio-visual chips, having launched several proprietary chips to enhance its competitive edge [14][16]. Strategic Direction - The company aims to enhance its operational efficiency and explore new business models while maintaining a focus on innovation and market demand [18]. - Chunzhi Technology is actively expanding its global market presence and optimizing its product matrix to adapt to industry changes and customer needs [17][18].

深耕精密光学赛道，半导体、泛半导体协同发展 波长光电发布 2025 半年报。公司 25H1 实现营收 2.2 亿元，yoy+17.8%； 实现归母净利 0.14 亿元，yoy-50.6%。单季度来看，25Q2 实现营收 1.2 亿元，yoy+15.4%，qoq+25.05%；实现归母净利 0.08 亿元，yoy-57.2%， qoq+18.6%。公司产品结构调整，红外及消费级光学业务占比提升，25H1 毛利率 30%，yoy-5.8pcts，Q2 毛利率 29.8%，yoy-6.2pcts，qoq-0.6pct。 持续深化"光学+"战略，多元领域布局效益初显。公司"光学+"战略围 绕大客户增长和新运用场景市场开拓，公司 25H1 成立战略客户中心 （SCC），全面提升客户服务水平和能力，重点布局半导体及泛半导体领域 市场，同时新兴领域布局初显成效： 1）激光光学领域：25H1 营收实现1.37 亿元，其中 PCB 及半导体制造、 量检测等产品收入进一步增加，半导体及泛半导体贡献约 0.35 亿元营收， yoy+99%；2）红外成像光学：25H1 实现营收 0.65 亿元，yoy+104%， 主要系公司红外硫系 ...

8月21日晚间，华立科技发布公告称，经核查公司及下属子公司不存在对合并报表范围以外的第三方提 供担保的情况，也不存在逾期债务或涉及诉讼的担保事项。公告同时披露，公司未为股东、实际控制人 及其关联方提供担保。 资金流向数据显示，8月21日华立科技主力资金净流出4334.35万元，占流通市值的0.99%。近五个交易 日累计净流入1050.03万元，占流通市值的0.24%。 风险提示：股市有风险，投资需谨慎。本文所提及数据仅供参考，不构成投资建议。 华立科技8月21日收盘报31.78元，较前一交易日下跌0.44元，跌幅1.37%。当日开盘价为32.42元，最高 触及32.57元，最低下探至31.52元，全天振幅3.26%。成交量为8.68万手，成交金额2.77亿元。 华立科技主营业务为专用设备制造，公司注册地位于广东省。根据公开信息显示，公司最新总市值为 46.62亿元，流通市值43.95亿元。公司产品涉及元宇宙、电子竞技等领域。 ...

Group 1 - Vivo Vision Explorer Edition MR headset was officially launched on August 21, weighing only 398g, making it the lightest spatial computing device globally [1] - The headset features a compact design, self-developed spatial computing algorithms, and a dual-ring strap for improved wearing experience [1] - It is powered by the second-generation Snapdragon XR2+ platform, with performance improved by 2.5 times compared to the previous generation [1] Group 2 - The core of spatial computing is to merge the virtual and physical worlds, enabling digital interaction in three-dimensional space [1] - According to Wind data, the total revenue of the spatial technology service industry is projected to reach 3.076 billion yuan in 2024, with significant application potential in AI, robotics, and the metaverse [1] - The advancement of AI technology and edge computing is driving spatial computing from concept to large-scale implementation, becoming a key force in industrial intelligence [1] Group 3 - Omdia predicts that the global spatial computing market will exceed $10 billion by 2029, with a compound annual growth rate of 18% [2] - Liard has achieved multiple intellectual property results in the AI and spatial computing sectors, with projected revenue of 307 million yuan in 2024, accounting for 4.29% of total revenue [2] - Entropy Technology is utilizing multimodal BioCV technology to build a comprehensive perception system, transitioning spatial management from static to autonomous decision-making and evolution [2]

Core Viewpoint - The company reported a revenue of 37.549 billion yuan and a net profit attributable to shareholders of 1.417 billion yuan, reflecting a year-on-year growth of 15.65% [1] Financial Performance - The company achieved an operating income of 37.549 billion yuan during the reporting period [1] - The net profit attributable to shareholders reached 1.417 billion yuan, marking a 15.65% increase compared to the previous year [1] Strategic Initiatives - The management is adapting to complex domestic and international macroeconomic conditions and industry trends [1] - The company is focusing on strategic innovation and transformation while consolidating its core competitive advantages in traditional business areas [1] Market Opportunities - The company is seizing opportunities in emerging sectors such as smart hardware, AI technology, and the metaverse within the technology and consumer electronics industries [1] - The company is expanding its business in smart wireless headphones, VR, MR, AR, AI smart glasses, smart wearables, smart gaming consoles, smart home devices, and AR HUDs [1]