Core Viewpoint - The article highlights the emergence of innovative technology companies in Hangzhou, particularly focusing on the "Six Little Dragons" that are reshaping the private economy in the city through advancements in artificial intelligence and robotics. Group 1: Company Developments - Zhejiang Qiangnao Technology Co., Ltd. has achieved the global first mass production of 100,000 portable high-precision brain-computer interface devices, overcoming engineering and technical challenges in consumer-grade brain-computer interface equipment [2][5]. - Cloud Deep Technology Co., Ltd. has developed the "Jueying" X30 robotic dog, which has been deployed in various practical applications, including disaster relief and security inspections, achieving 95% domestic self-control [7][8]. - Hangzhou Blue Core Technology Co., Ltd. focuses on 3D visual perception technology for mobile robots, successfully integrating this technology into their products, which has led to significant improvements in operational efficiency in manufacturing environments [12][15]. Group 2: Government Support and Policies - The Hangzhou government has actively supported the development of brain-computer interface technology by providing research and industrialization space, as well as establishing laboratories for technical support [6][5]. - The "Spring Sunshine Plan" launched in 2024 aims to reduce costs for enterprises, particularly small and medium-sized enterprises, by providing financial support and streamlining policy implementation [18][19]. - Hangzhou's commitment to increasing annual fiscal investment in technology by over 15% demonstrates the city's determination to foster innovation and support the tech industry [17]. Group 3: Talent Attraction and Ecosystem - The talent policies in Hangzhou have attracted skilled professionals from top universities, contributing to the workforce of local tech companies, with many employees benefiting from housing subsidies and other incentives [21][22]. - The collaboration between local universities, such as Zhejiang University, and tech companies has created a robust ecosystem that supports innovation and entrepreneurship [10][27]. - The "entrepreneurial effect" generated by successful companies like Alibaba has inspired a wave of new startups in Hangzhou, showcasing the city's potential for tech-driven growth [25][26].

证券代码：002743 证券简称：富煌钢构 公告编号：2025-039 安徽富煌钢构股份有限公司董事会 关于本次交易摊薄即期回报的影响及采取填补措施的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或者重大遗漏。 安徽富煌钢构股份有限公司（以下简称"上市公司"或"公司"）拟通过发 行股份及支付现金的方式向富煌建设、孟君、吕盼稂、富煌众发等 17 名交易对 方购买其合计持有的合肥中科君达视界技术股份有限公司 100.00%股份，并向不 超过 35 名特定投资者募集配套资金（以下合称"本次交易"）。 本次交易后，上市公司的基本每股收益由 0.12 元/股下降至 0.11 元/股，小幅 下降，基本每股收益被摊薄，主要原因系标的公司在 2024 年度计入非经常性损 益的股份支付费用 2,268.44 万元影响所致。剔除上述一次性确认的股份支付的影 响后，本次交易后上市公司基本每股收益为 0.14 元/股，本次交易总体上有利于 增强上市公司的盈利能力。 根据《国务院办公厅关于进一步加强资本市场中小投资者合法权益保护工作 的意见》（国办发2013110 号）《国务院关于进一步促进 ...

Core Viewpoint - The transaction involves Anhui Fuhuang Steel Structure Co., Ltd. acquiring 100% of Hefei Zhongke Junda Vision Technology Co., Ltd. through a combination of share issuance and cash payment, while also raising supporting funds from specific investors [1][3]. Group 1: Industry and Company Overview - The target company specializes in high-speed visual perception and measurement technology, focusing on the research, development, production, and sales of high-speed image acquisition, analysis, and processing instruments and systems [1]. - The target company is classified under the "C40 Instrument Manufacturing" industry, specifically "C4019 Other General Instrument Manufacturing" [1]. Group 2: Transaction Type and Structure - The independent financial advisor concluded that the transaction does not fall under the categories of horizontal or vertical mergers within the same industry [2]. - The transaction does not constitute a restructuring listing as there will be no change in the controlling shareholder or actual controller of the listed company post-transaction [2][3]. Group 3: Issuance of Shares - The transaction plan includes the issuance of shares and cash payments to acquire the target company's shares, indicating that the transaction involves the issuance of shares [3]. Group 4: Regulatory Compliance - The listed company is not under investigation by the China Securities Regulatory Commission (CSRC) and has no pending cases [4].

Core Insights - By 2024, China's AI-related paper citation volume is expected to account for 40.2% of the global total, rapidly catching up to the United States at 42.9% [1][8] - The report titled "Scientific Intelligence White Paper 2025" analyzes the integration of AI and scientific research across seven major research fields, covering 28 directions and nearly 90 key issues [1] - The report highlights the dual promotion and deep integration of AI innovation and scientific research, termed "AI for Science" [1] Research Trends - The number of global AI journal papers has surged nearly threefold over the past decade, from 308,900 to 954,500, with an average annual growth rate of 14% [7] - The share of core AI fields, such as algorithms and machine learning, has decreased from 44% to 38%, while the share of scientific intelligence has increased by 6 percentage points, with an annual growth rate rising from 10% before 2020 to 19% after [7] - China’s AI publication volume increased from 60,100 in 2015 to 300,400 in 2024, representing 29% of the global total [7][8] Citation Impact - The citation volume of AI-related papers in the U.S. reached 302,200 in 2020, while China's citations rose from 10,300 in 2015 to 144,800 in 2020, surpassing the EU for the first time in 2021 [8] - By 2024, China is projected to account for 41.6% of global AI citations in patents, policy documents, and clinical trials, significantly leading the field [8] Country-Specific Trends - China has a leading position in the intersection of AI with earth and environmental sciences, and has surpassed in AI with mathematics, material sciences, and humanities since 2019 [9] - The U.S. and EU maintain advantages in AI and life sciences, with China ranking third in this area [9] - India shows significant progress across all fields, currently ranking third in earth and environmental sciences, engineering, and humanities [9]

金磊 发自 凹非寺 量子位 | 公众号 QbitAI 几乎让大模型全军覆没的新难题—— 看时钟 ，被国产AI给拿下了。 要知道，之前单单是一张时钟的图表，几乎所有大模型都答不对时间。 但现在，国产AI却可以直接 开视频 ，实时报准时间！ 可以看到，这个国产AI先是准确地报出了 "4点14分" ，而在等了一分钟后，它也是可以再次准确报时 "4点15分" 。 那么这到底是何许AI也？ 不卖关子，它就是豆包发布的新功能—— 视频通话 。 主打一个让AI 边看边聊天 。 而且啊，它还是接入了 联网搜索 的功能，所以回答的准确性和时效性这块也是拿捏到位了。 例如我们对着微博热搜的话题提个问题： 这个热搜第一的是什么新闻呀？ 可以看到，联网的豆包在视频通话的过程中，就可以直接把当下的新闻热点给你总结出来。 不得不说，这种跟AI的互动，不论是趣味性还是可靠性，都大大地增强了。 除此之外，这次的新功能还增加了 "字幕" 的选项，点击之后就可以看到之前对话的具体内容啦~ 既然这个功能如此有趣，那我们必须安排一波深度实测。 来，走起~ 跟豆包一块看《甄嬛传》 我们先来简单介绍一下视频通话的操作方式。 打开豆包App之后，依次点击 ...

4、端午假期临近，旅游消费预订情况呈现"周边深度游+文旅新体验"双重特征。国内周边游预订量同比 增长明显，端午假期与六一儿童节相遇，亲子景区热度攀升。 5、2025年中国婴幼儿托育市场规模为1621.3亿元，预计2030年有望达2323.1亿元，年均增长率约 7.5%。目前，现有托育机构仅能满足不到10%的0—3岁婴幼儿需求，而全国持证保育人员约50万人，人 才缺口近100万人。 投资要闻 今日关注 国家网信办依法处置一批散布资本市场不实信息、开展非法荐股、炒作虚拟货币交易等的账号、网站。 其中"爱股票APP"等账号发布资本市场不实信息。微博账号"爱股票APP"、抖音账号"价值发现者"发布 转融通、融资融券有关制度安排等不实信息。涉及的账号已被依法依约关闭。 宏观经济 1、市场监管总局等四部门联合印发《关于推动高效办成企业迁移登记"一件事"的指导意见》，解决企 业迁移过程中"多头申请、多次跑动"问题，推动企业迁移登记实现"一次办、便捷办、高效办"，进一步 降低企业办事成本。 2、香港特区行政长官李家超出席"购在中国·2025大湾区消费季"启动仪式并致辞。他表示将善用香港优 越的地理位置，以及一流的运输物流基建 ...

Core Insights - The initial launch of the Apple Vision Pro headset faced challenges, but this has not deterred Apple's exploration in the wearable technology sector, leading to intensified R&D efforts in this area [1] Group 1: Apple Watch Developments - The project for a "camera-equipped Apple Watch" has been shelved, with the development work officially ending this week [2][4] - The initial plan included different configurations for various models, with the Series model featuring an under-display camera and the Ultra version integrating the camera into the side crown [2][4] - The intended purpose of the camera was to integrate AI capabilities for environmental analysis, object recognition, navigation, and language translation, but it was not designed for photography or video calls [4] Group 2: Ongoing Projects - Despite the halt on the camera-equipped Apple Watch, the project for "camera-equipped AirPods" is still progressing [7] - These AirPods are expected to feature a micro infrared camera system, focusing on environmental scanning and object recognition without photography capabilities [7] - The camera-equipped AirPods are anticipated to support gesture control and enhance audio positioning when used with the Vision Pro, with mass production expected to begin in 2026 [9] Group 3: AR Smart Glasses - Apple's first AR smart glasses are reportedly accelerating in development, with a potential launch by the end of 2026 [11]

你是否曾幻想过，汽车能像人一样聪明，在复杂的城市道路中自由穿梭？如今，智能驾驶正逐渐 将这一幻想变为现实。它是如何实现的？又会给我们的出行带来哪些改变呢？ 智能驾驶背后的技术引擎 智能驾驶的普及步伐有多快？ 智能驾驶的商业模 式 城市NOA的益处 1 2 3 4 本期要点荟萃 分享人 | 任丹霖 （中金公司研究部汽车及出行设备行业分析师） 01 智能驾驶背后的技术引擎 智能驾驶的技术创新中， 端到端架构 是一大亮点。它能降低数据标注的难度，通过独特算法优化 数据处理流程，减少人工工作量。 同时，它能提升信息传递效率，让车辆对路况反应更及时准确，就像减少传话"噪音"一样，其强大 的泛化能力使车辆能应对各种复杂路况。 而且，端到端架构加速了功能迭代，让系统更快升级。 不仅如此，引入视觉语言模型和云端模型后，系统处理复杂场景的能力更强，如同给汽车装上更敏 锐的"眼睛"。 在端到端架构推动技术创新的同时，我们认为， 城市导航辅助驾驶（NOA） 功能或将成为车企竞 争的新热点，车位到车位功能更将成为焦点，未来还可能向L3/L4高阶自动驾驶发展。 当前智能驾驶发展如何？ 02 智能驾驶的普及步伐有多快？ 高速NOA功能在 ...

车企的AI辅助驾驶人才饥渴症。 " 在2024年、2025年初，理想辅助驾驶团队每一个核心人员基本上都会接到20 个以上的猎头电话。"今年5月7日，理想汽车CEO李想在AI Talk中说道。 但高端人才的争抢，往往伴随着竞业风险与法律纠纷。据36氪汽车了解，理想汽车今年起诉一名跳槽至同城企业的员工，起诉金额高达千万元级别，最终 双方选择私下和解，员工向理想赔偿了一年工资的金额款项。 类似的竞业协议诉讼并不少。据36氪了解，理想还起诉了南方一家头部新能源车企员工，双方达成和解后，后者协助员工赔付了超百万元。针对上述信 息，理想表示不予置评。 竞业、诉讼，已成为当下车企辅助驾驶、AI团队的常用手段，以此防止、延缓技术外溢，同时抑制对手发展。 当下，新能源汽车行业产品力趋向同质化，辅助驾驶是为数不多、具备特色与差异化的技术招牌。 文 ｜ 李安琪 编辑 ｜ 李勤 来源｜ 36氪汽车（ID：EV36Kr） 封面来源 ｜ Unsplash 入职新公司第一天，张杨（化名）被要求"吐露"上家公司的辅助驾驶算法与代码。因没有积极配合，张杨没在新公司待多久就离开了。 张杨的前东家是理想汽车，近年因迅速落地辅助驾驶而被行业关注，成 ...

国产替代系列：富煌钢构拟收购中科视界布局第二曲 线，看好高速视觉领域需求成长及国产替代加速 高速摄像机市场高速增长，国产替代需求进一步提升 中科视界是国内少数能够自主生产商品化高速摄像仪的企业，2017 年公司 发布了国产首台万帧级高速相机。高速视觉是一种基于图像处理和计算机视 觉技术的视觉感知技术，公司下游主要为科研客户、工业客户以及军工客户。 2022 年中国高速机器视觉行业市场规模约 100 亿元，其中高速摄像机整机 约占 32 亿元，约占 32%，在新兴技术发展、下游市场增长、国产化替代进 程加快等因素的驱动下，预计 2023-2028 年年均复合增速约为 22%，到 2028 年中国高速机器视觉行业市场规模或将突破 330 亿元。 行业报告 | 行业专题研究 建筑装饰 证券研究报告 高速视觉领域技术壁垒较高，中科视界市场份额快速提升 高速机器视觉行业具有较高的技术壁垒，头部主要为 Phantom、Photron 等 国际高速摄像机龙头，在美国对高速摄像仪进行出口管制背景下，公司产品 市占率由 2019 年 8.6%提升至 2022 年的 22.2%，公司已基本拥有和第一梯队 企业竞争的实力产品，我们 ...