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国泰海通:具身智能落地打开人形机器人成长空间
智通财经网· 2025-05-14 06:43
Core Insights - The rapid development of humanoid robots is driven by embodied intelligence, which is crucial for commercial viability [1] - The market for humanoid robots is projected to exceed one trillion yuan by 2045, with current market size under ten billion yuan [1] Group 1: Market Potential - Humanoid robots possess human-like perception, body structure, and movement, making them highly adaptable to various applications in manufacturing, social services, and hazardous operations [1] - According to the "Humanoid Robot Industry Development Research Report (2024)", the overall intelligence level of humanoid robots in China will remain at Level 1 from 2024 to 2028, with only a few products exploring Level 2 [1] - The evolution towards embodied intelligence is expected to break the limitations of specific scenarios and tasks, leading to comprehensive coverage across industries [1] Group 2: Technological Advancements - Multi-modal large models are key to enhancing human-robot interaction efficiency and situational understanding, with companies like NVIDIA and Tesla actively integrating multi-modal perception [2] - Reinforcement learning is anticipated to become a primary paradigm for motion algorithms, enabling efficient learning of gaits and running through reward functions [2] - The integration of pure visual solutions, six-dimensional force sensors, and electronic skin is expected to set a standard for sensory solutions, significantly improving perception sensitivity [2] Group 3: Communication and Computing - Real-time control requires efficient communication protocols and robust hardware computing power, with EtherCAT expected to become the mainstream communication protocol due to its high real-time performance and low latency [2] - As robot intelligence evolves towards embodied intelligence, the demand for edge computing power is projected to continue growing, driving performance upgrades in edge-side chips [2]
申万宏源:首予速腾聚创(02498)“增持”评级 激光雷达配置需求进入爆发期
智通财经网· 2025-05-14 03:58
近年公司激光雷达销量非线性高增,验证智能化趋势下车企对激光雷达配置需求进入爆发期,及公司行 业领军地位。2024年全年,公司激光雷达总销量约54.4万台,较2023年同比大幅增长109.6%,其中用于 ADAS应用的激光雷达产品销量约52万台。与销量高增对应,公司在2024年份额保持领先,维持头部供 应商地位,2024年速腾聚创以26%的市场份额,位居全球第一。当前,公司产品矩阵完备,从技术路径 上涵盖机械式/半固态/固态,性能上覆盖短距到超长距、低线束到高线束,应用上覆盖车载主雷达/角雷 达/机器人雷达等,能满足从入门到高阶,各类价格区间的广泛需求。 在具身智能领域,速腾聚创聚焦机器人视觉、灵巧手等增量零部件开发,推出基于手眼协同的机器人上 半身操作解决方案以及下半身移动解决方案。25年3月发布AC1,创新性地将激光雷达、摄像头与IMU 三大核心传感器进行融合。商业落地进程上,2025年被视作人形机器人量产元年,如特斯拉今年目标生 产5000台Optimus,国内如智元机器人等企业也实现千台级交付。割草机作为服务机器人的细分品类, 市场发展独具特色。就割草机器人这一细分市场来看,该行初步测算其对激光雷达产品 ...
大数据时代,莫让“算法”变“算计”
Ren Min Wang· 2025-05-14 01:12
Group 1 - The core viewpoint of the article emphasizes the dual nature of algorithms, highlighting their benefits in daily life while also addressing the issues arising from their misuse, such as "information cocoon," "big data discrimination," and "induced addiction" [1][2] - The report outlines the accelerated governance efforts in China regarding algorithm misuse, including the implementation of the "Internet Information Service Algorithm Recommendation Management Regulations" in 2022 and the 2024 joint action by the Central Cyberspace Administration and other departments to address typical algorithm issues [1][2] - The article points out the challenges faced in algorithm governance, such as companies evading supervision under the guise of "technical neutrality," the lack of transparency in algorithm logic, and users' over-reliance on single platforms [2] Group 2 - The article suggests a multi-faceted approach to return algorithms to their intended purpose, advocating for stronger legal frameworks, increased penalties for algorithm misuse, and innovative technical governance that allows for controlled testing of algorithms [2] - It emphasizes the importance of creating a "co-governance ecosystem" involving various stakeholders, including regulatory bodies, companies, and consumers, to enhance market transparency and promote rational consumer decision-making [2] - The article concludes that algorithms should be guided by legal frameworks and ethical values to ensure they serve as a catalyst for social progress, balancing efficiency with fairness and responsibility [2]
政企联动:中星智昇集团擎起区域经济发展新高度
Sou Hu Cai Jing· 2025-05-13 07:26
Core Insights - The collaboration between Zhongxing Zhisheng Group and local platform companies aims to transform local economic growth from resource dependence to data-driven models, enhancing government efficiency, corporate value, and regional economic resilience [1][3][5] Group 1: Digital Transformation - The trade information platform and big data center established by Zhongxing Zhisheng Group and local platform companies serve as a "digital nerve center" for government-enterprise collaboration [3] - Blockchain technology is utilized to penetrate data barriers across multiple fields, enabling rapid tracking and holistic presentation of business scale, performance fluctuations, and corporate efficiency [3] - AI algorithms are employed to diagnose supply chain risks, predict market trends, and optimize inventory strategies, facilitating the transition of local platform companies from traditional urban investment to data operators [3] Group 2: Supply Chain Innovation - The e-commerce supply chain platform co-created by Zhongxing Zhisheng Group and the government innovatively reconstructs industrial logic by integrating product flow, capital flow, and information flow [3] - The platform leverages the Internet of Things (IoT) for full lifecycle tracking of goods, evolving the supply chain from a unidirectional chain to an intelligent ecosystem that is perceivable, responsive, and adaptable [3] - The core value of this platform lies in transforming technological capabilities into new infrastructure for industrial services, allowing businesses to access enterprise-level digital capabilities without building their own systems [3] Group 3: Ecosystem Evolution - The partnership between Zhongxing Zhisheng Group and local platform companies transcends traditional government-enterprise cooperation, focusing on technology, ecology, and value as the essence of regional economic evolution [5] - The true competitive advantage in the digital age is found in the integration of innovation chains, industrial chains, and capital chains [5] - The collaboration aims to create a self-iterating, cross-border, and sustainable industrial entity that embodies the future of economic development [5]
李礼辉:构建可信任的数字金融 | 金融与科技
清华金融评论· 2025-05-11 10:39
以下文章来源于中国金融四十人论坛 ,作者李礼辉 中国金融四十人论坛 . 聚焦金融热点,速递论坛动态,独家发布论坛课题成果,连载书系新书、好书。 文/中国银行原行长 李礼辉 可信任的数字金融应具备模型可信、解释性强、安全防护能力高等特性, 同时需要明确金融智能体的法律地位、行为边界和责任关系。金融业应采 用行业级垂直模型与企业级垂直模型融合发展的技术路线,支持科技企业 与金融机构深度合作,共建数字金融生态圈。 中国大模型发展的新突破 AI技术的陷阱与挑战 虽然看到了这些进步,但我们还要特别关注,生成式AI和推理式AI的技术陷阱依然存在。归纳下来主 要是几个方面。 前面四位主讲嘉宾来自于中国最大、最好的金融机构和科技大厂,他们的演讲非常有示范意义和指导意 义。这里我就可信任的数字金融说一说自己粗浅的认知。 最近几个月,大家特别关注的还是中国深度求索发布的开源的DeepSeek-V3。全球大模型评比榜单、AI 集成平台等不同机构给予DeepSeek-V3很高的评价,认为与GPT-4o性能不分伯仲,很多方面的表现位列 全球前几名。中国其它的大模型也做得特别好,例如阿里巴巴的通义。 舆论更多关注的是财务因素。据财联社消 ...
SEO网站优化:紧跟搜索引擎算法变化,设定针对性策略
Sou Hu Cai Jing· 2025-05-10 17:01
Core Insights - The article emphasizes the importance of SEO optimization techniques to enhance website visibility and attract more visitors [1][2]. Group 1: Understanding Algorithm Rules - Search engine algorithms are constantly updated, and it is crucial for companies to stay informed about these changes to improve their rankings [2]. - Different search engines, such as Baidu and Google, have unique characteristics that require tailored optimization strategies [2]. Group 2: Quality Content Creation - High-quality content is fundamental for website ranking, and companies should provide valuable and in-depth content to address user needs [5]. - Regular content updates are essential, as search engines favor websites that frequently refresh their content [5]. Group 3: Keyword Optimization - Selecting appropriate keywords that align with website content and have a suitable search frequency is critical [6]. - Keywords should be strategically placed in titles, body text, and image alt attributes to enhance visibility in search results [8]. Group 4: Website Structure Optimization - A clear website structure facilitates efficient information retrieval by search engines and users [9]. - Optimizing internal link structures can improve page authority distribution and help search engines understand the overall site architecture [10]. Group 5: External Link Building - Establishing connections with reputable websites can enhance a site's credibility and search ranking [13]. - It is beneficial to exchange links with sites that share relevant content to maximize the effectiveness of external links [13].
洛梵狄突破智能自动换挡技术,让EBike从手动变速实现智能变速|最前线
3 6 Ke· 2025-05-10 02:04
Core Insights - The article discusses the launch of iGearbox by the company 洛梵狄, which aims to transition eBikes from mechanical manual shifting to intelligent automatic shifting through its DynaSync technology [1][2]. Product Features - iGearbox features dual shifting modes: an automatic mode that fully automates gear changes and a manual mode that allows for personalized control via Bluetooth and compatible cycling apps [2]. - The product can perform over 20 automatic gear shifts per kilometer, enhancing the riding experience by allowing users to focus solely on cycling [2]. - The ER-Drive series, specifically the ER-D03 model, integrates the motor unit, three-speed module, and electronic control system, achieving over 95% transmission efficiency and weighing only 3.9 kg, which reduces maintenance costs by 30% [2]. Market Trends - The article highlights the trend of mid-mounted motors in the eBike industry, which provide better power optimization and lower maintenance costs compared to hub motors [3]. - In Germany, mid-mounted and hub motors have established a balanced market share, with eMTB and eCargo models favoring mid-mounted motors due to their high power requirements [3]. Customization and Collaboration - 洛梵狄 emphasizes a collaborative approach in product development, offering customized shifting logic based on client needs for specific applications like off-road or cargo models [3].
一生中回报率最高的10件事!跟着做超越99%的同龄人!
天天基金网· 2025-05-10 01:08
时间:利 建立个人时间账本, 记录每个30分钟流向。 TEE F V 用微习惯策略, 每天30分钟高强度运动、戒掉含糖饮料。 - RALL 每月约见1位比自己优秀10倍的人, 准备三个具体问题。 y y 强制储蓄收入的20%, 用定投策略买入指数基金 "情绪度金术" 建立负面情绪转化清单 焦虑时整理房间, 愤怒时听歌缓解, 悲伤时写感恩日记。 暗时间开发 利用通勤/排队时间进行知识反刍, 用费曼技巧在大脑中复述刚学的内容。 PO 決策算法化 建立决策模型:这个决定在10分钟后、 10个月后、10年后会带来什么? 过滤无效社交和消费。 普通人逆袭的关键,往往在于把常识做到极致。 选择那些"现在痛苦但未来轻松"的事,避开"当下舒服但未来痛苦"的陷阱。 每天进步1%,一年就是37倍增长。 当多数人在短视频里虚度光阴时,你已在沉默中完成蜕变。 所有回报都藏在时间的褶皱里,你此刻随手撒的种子,正在看不见的土层下悄悄裂开。 上天天基金APP搜索【777】, 领98元券包 ,优选基金10元起投!数量有限,先到先得! 免责声明 文章封面图来源于AI,以上观点来自AI,不代表天天基金的观点,不对观点的准确性和完整 性做任何保证 ...
漫步者:招商证券、北京暖逸欣私募基金管理等多家机构于5月7日调研我司
Zheng Quan Zhi Xing· 2025-05-09 10:17
证券之星消息,2025年5月9日漫步者(002351)发布公告称招商证券、北京暖逸欣私募基金管理、首创证券自 营、杭州泓钰资产管理、诚旸投资、银华基金、中信建投资管、开源证券、东方引擎投资、Alpines Capital、北京金百镕投资管理、北京禹田资本、明澄投资于2025年5月7日调研我司。 具体内容如下: 2024年,公司实现归母扣非净利润4.29亿元,同比增长13.66%。 2024年以来,公司强化中高端产品、差异化产品的研发和市场投放,推动品牌力持续增长,毛利率提升趋 势在2025年一季度得以延续——2025年一季度公司毛利率达到40.94%,较上年同期增加1.64%。然而由于居 民收入预期尚未 恢复、高端消费需求不足,公司2025年一季度营业收入和净利润较去年同期略有下滑。问:公司近况及发 展展望 答:空间音频电竞头戴式耳机,实现360°头部追踪和"零"延时;花再子品牌发布Halo Nano潮酷便携音响, 搭载"深渊氛围灯",给足音乐仪式感。 问:公司近况及回答内容概括如下: 答:公司近况及提问内容概括如下 一、2024年度及2025年一季度业绩简述 2024年,公司实现营业总收入29.43亿元,同 ...
奥特佳(002239) - 奥特佳2024年度网上业绩说明会主要内容记录表
2025-05-09 10:10
证券代码:002239 证券简称:奥特佳 奥特佳新能源科技股份有限公司 投资者关系活动记录表 编号:2025-003 | | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 ☑业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 (请文字说明其他活动内容) | | 参与单位名称及 | 不特定的投资者、网友 | | 人员姓名 | | | 时间 | 2025 年 5 月 7 日 15 点 30 分至 16 点 30 分 | | 地点 | 在 全 景 路演 平台 以线 上 文 字交 流的 方式 开 展 ,网 址 : | | | https://rs.p5w.net/html/145990.shtml | | 上市公司接待人 | 董事长 王振坤先生、总经理 丁涛先生、财务总监 沈军女士、 | | 员姓名 | 董事会秘书 窦海涛先生、独立董事 胡振华先生 | | | 本公司于 2025 年 5 月 7 日 15 点 30 分至 16 点 30 分在全 | | | 景网路演平台举办了公司 2024 年度业绩网上说明会,与广大 ...