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独家|淘宝Vision今年将布局线下,正在酝酿未来旗舰项目
Xin Lang Ke Ji· 2025-06-05 10:23
Group 1 - Taobao Vision is set to enter the offline market with a flagship store project that integrates online immersive shopping experiences with offline business models [1] - The first concept store is currently in trial operation at Alibaba's headquarters, showcasing virtual test drives and smart home scenarios [1] - Taobao's latest 3D AI digital human will be featured, aimed at e-commerce guidance, marking the industry's first fully simulated human-like digital guide in offline settings [1] Group 2 - Taobao recently won the Apple Design Award for 2025, becoming the first domestic internet platform to receive this accolade in the award's 36-year history [1] - The Apple Design Awards recognized Taobao for providing a convenient and engaging shopping experience on Apple Vision Pro, featuring high-quality 3D models of products [1] - Taobao Vision, launched in April 2024, utilizes AI and spatial computing technologies to offer a new 3D immersive shopping experience, with millions of products available, including hundreds of thousands with 3D models [2] Group 3 - Over the past year, Taobao Vision has established partnerships with numerous brands, including DJI, Xiaomi Auto, and MAC, among others [2] - Industry insiders suggest that this marks the transition of e-commerce from 2D to 3D, enhancing the shopping experience by providing richer and more accurate information for consumer decision-making [2]
水晶光电:多产品稳步增长-20250605
China Post Securities· 2025-06-05 10:23
证券研究报告:电子 | 公司点评报告 股票投资评级 买入 |维持 公司基本情况 | 最新收盘价(元) | 19.39 | | --- | --- | | 总股本/流通股本(亿股)13.91 | / 13.58 | | 总市值/流通市值(亿元)270 | / 263 | | 52 周内最高/最低价 | 27.22 / 15.14 | | 资产负债率(%) | 19.7% | | 市盈率 | 25.85 | | 第一大股东 | 星星集团有限公司 | 研究所 市场有风险,投资需谨慎 请务必阅读正文之后的免责条款部分 发布时间:2025-06-05 个股表现 2024-06 2024-08 2024-10 2025-01 2025-03 2025-06 -10% -1% 8% 17% 26% 35% 44% 53% 62% 71% 80% 水晶光电 电子 资料来源:聚源,中邮证券研究所 分析师:吴文吉 SAC 登记编号:S1340523050004 Email:wuwenji@cnpsec.com 水晶光电(002273) 多产品稳步增长 l 投资要点 调结构优布局,各业务板块齐头并进。2024 年公司实现营收 62 ...
水晶光电(002273):多产品稳步增长
China Post Securities· 2025-06-05 10:20
证券研究报告:电子 | 公司点评报告 股票投资评级 买入 |维持 公司基本情况 | 最新收盘价(元) | 19.39 | | --- | --- | | 总股本/流通股本(亿股)13.91 | / 13.58 | | 总市值/流通市值(亿元)270 | / 263 | | 52 周内最高/最低价 | 27.22 / 15.14 | | 资产负债率(%) | 19.7% | | 市盈率 | 25.85 | | 第一大股东 | 星星集团有限公司 | 研究所 分析师:吴文吉 SAC 登记编号:S1340523050004 Email:wuwenji@cnpsec.com 水晶光电(002273) 多产品稳步增长 l 投资要点 调结构优布局,各业务板块齐头并进。2024 年公司实现营收 62.78亿元,同比+23.67%;归母净利润 10.30亿元,同比+71.57%, 公司业绩创历史新高。分各业务板块来看,2024 年公司五大业务 板块均保持较好的增长态势,其中光学元器件业务/薄膜光学面板 业务分别实现收入 29/25 亿元,分别同比+18%/+34%,分别占公司 主营业务收入的 47%/40%,这两大板块贡献了公 ...
董事长周宏志博士出席苏州市“两代表一委员”座谈会暨“助企直通”政企恳谈会
Sou Hu Cai Jing· 2025-06-05 06:55
Group 1 - The meeting emphasized the importance of implementing policies to enhance the business environment and boost enterprise confidence in Suzhou [1][5] - Suggestions from business representatives included improving talent policies, enhancing trade export guidance, and supporting technological innovation [3][5] - The focus on building a digital economy and fostering innovation clusters was highlighted as essential for maintaining international competitiveness [4][5] Group 2 - Zhongrui Technology's chairman, Dr. Zhou Hongzhi, outlined the company's commitment to innovation and high-quality development through a three-pronged approach: creating an innovation ecosystem, enhancing digital capabilities, and integrating into the digital economy [4][7] - The local government expressed gratitude for the contributions of enterprises to Suzhou's high-quality development and committed to addressing their needs through practical measures [5][7] - The government aims to strengthen talent supply, support technological innovation, and stabilize supply chains to enhance the overall competitiveness of local enterprises [5][7]
融资超2亿,苏州跑出未来独角兽:3D打印鞋子,年销200万双|早起看早期
36氪· 2025-06-05 00:01
以下文章来源于铅笔道 ,作者吴欣晓 铅笔道 . 最近10年,获得融资最多的科技媒体之一,关注科技主流趋势。自2015年成立以来,始终践行"Pencil never lies"的内容理念,真实报道创新企业15000家, 内容单周最高影响1600万人群。 3D打印材料革命,来了。 访谈 | 铅笔道创始人 王方 编辑 | 吴欣晓 来源| 铅笔道(ID:pencilnews) 封面来源 | Pexels 你小时候穿的什么鞋? "我们80后小时候,镇上有裁缝专门量脚做皮鞋,布鞋都是家里人纳的千层底。"博理新材料创始人王文斌回忆道。 而在今天,如果要赠送家人一双鞋,王文斌可能会选择"3D打印一体鞋"。这是王文斌的关心,也是他的野心。 他的创业野心,就在3D打印新材料。2017年,他创立博理新材料。这是一个3D打印材料品牌,解决了传统3D打印的材料痛点:速度慢,材料脆,成本 高。 | से ईं | 详情 | | --- | --- | | 公司名称 | 苏州博理新材料科技有限公司 | | 成立时间 | 2017年2月 | | 核心业务 | (1) 3D 打印材料研发、生产及销售 | | | (2) 3D 打印设备软硬件研 ...
How Fei-Fei Li Is Rebuilding AI for the Real World
a16z· 2025-06-04 13:58
COLLPLANT BIOTECHNOLOGIES ANNOUNCES EUROPEAN PATENT ALLOWANCE SECURED FOR ITS COLLAGEN-BASED FORMULATIONS USABLE AS SOFT TISSUE FILLERS AND IMPLANTS
Prnewswire· 2025-06-04 11:00
- Further protection granted in key territory applying to the significant and growing aesthetic and reconstructive markets - REHOVOT, Israel, June 4, 2025 /PRNewswire/ -- CollPlant Biotechnologies (Nasdaq: CLGN), a regenerative and aesthetics medicine company developing innovative technologies and products based on its non-animal-derived, rhCollagen for tissue regeneration and medical aesthetics, today announced that the European Patent and Trademark Office has allowed a patent application related to CollPl ...
老板电器“安全大火力”领唱燃气具行业“冰与火之歌”
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-06-04 08:17
Core Viewpoint - The company Boss Electric has successfully developed a gas stove that can withstand extreme conditions, showcasing its innovative "safety high firepower" technology, which aims to enhance cooking safety and efficiency in the kitchen [1][11][19]. Group 1: Product Innovation - Boss Electric's gas stove completed extreme challenges, including continuous burning for 24 hours in low oxygen and low temperature conditions, demonstrating its reliability and safety [1][16]. - The "safety high firepower" technology is based on the sixth generation 3D rapid fire technology, which enhances gas combustion efficiency and safety [11][12]. - The design incorporates a wind tunnel principle, allowing for better mixing of gas and air, resulting in a more stable and powerful flame [12][14]. Group 2: Market Demand and Trends - There is a growing demand for gas stoves that prioritize safety, high firepower, and energy efficiency, especially among older populations and families with children [11][18]. - The gas stove market is expected to see significant upgrades as consumers seek better performance and safety features, driven by the aging population and increased safety awareness [18][19]. - The overall market for gas appliances is projected to grow, with the gas water heater retail sales expected to reach 29.6 billion yuan in 2024, reflecting an 8.8% increase [18]. Group 3: Industry Leadership - Boss Electric has played a pivotal role in setting industry standards, including the national standards for gas stove energy efficiency [19]. - The company's innovations are expected to elevate the perception of gas stoves from mere accessories to essential kitchen appliances, enhancing their market position [19]. - Continuous technological innovation is essential for the sustainable development of the gas appliance industry, aligning with user needs and societal demands [21].
*ST新研被申请预重整 军工供应商资质与核聚变、低空经济等新领域突破或成破局关键
Zheng Quan Shi Bao Wang· 2025-06-04 02:00
Core Viewpoint - *ST Xin Yan has filed for reorganization due to inability to repay debts, despite having operational value in its agricultural and aerospace segments [1][2] Group 1: Company Overview - *ST Xin Yan's main business segments include agricultural machinery and aerospace, with a focus on high-end agricultural equipment and aerospace components [1] - The agricultural machinery segment has developed advanced products such as corn harvesters and feed harvesters, while the aerospace segment has become a key supplier for various industries including aerospace and nuclear power [2][3] Group 2: Financial Performance - As of the end of the reporting period, *ST Xin Yan reported a negative net asset of -271 million yuan, leading to a delisting risk warning [2] - The agricultural machinery segment generated revenue of 532 million yuan in 2024, with a net profit of 12.18 million yuan and a gross margin of 21.02% [3] Group 3: Strategic Initiatives - The company plans to enhance its agricultural machinery capabilities by establishing an experimental platform for electric and hydraulic control systems and focusing on new energy projects [3] - To address its financial difficulties, *ST Xin Yan aims to improve receivables management, negotiate with financial institutions for loan agreements, and seek strategic investments to optimize its capital structure [3][4] Group 4: Cash Flow and Debt Management - The company reported a positive net cash flow from operating activities of 188 million yuan, a significant improvement from the previous year's negative cash flow [4] - A portion of equity in its subsidiary will be transferred to manage debts, indicating a strategic approach to debt resolution [4]
让AI像人类一样认知真实世界!UCLA谷歌强强联手,长时记忆+3D空间理解超越基线16.5%
量子位· 2025-06-04 00:17
3DLLM团队 投稿 量子位 | 公众号 QbitAI 想象一下,你在一个陌生的房子里寻找合适的礼物盒包装泰迪熊,需要记住每个房间里的物品特征、位置关系,并根据反馈调整行动。 这一系列过程依赖人类强大的 空间-时间长时记忆 。 如何让AI在3D环境中像人类一样思考,一直是具身智能领域的难题。 加州大学洛杉矶分校(UCLA)与谷歌研究院的研究团队带来了最新进展: 3DLLM-MEM 模型与 3DMEM-BENCH 基准,让AI首次具备在 复杂3D环境中构建、维护和利用长时记忆的能力。 传统模型依赖稀疏或物体中心的表征,无法捕捉3D环境中复杂的几何关系(如家具布局、物体尺寸对比),而这些细节对任务成败至关重 要(如判断礼物盒是否"太松"或"太大")。 时空动态管理 环境变化(如移动家具、使用物品)会导致记忆过时,但现有模型缺乏动态更新机制,难以区分"旧记忆"与"新状态"。 简单地说,模型无法像人类一样形成"认知地图"并灵活调用记忆的 核心问题 在于缺乏针对3D空间-时间的记忆建模。 挑战:3D环境中的记忆困境 现有大语言模型(LLMs)在文本理解中表现卓越,但当"进入"动态3D环境时却举步维艰。存在以下问题: 突 ...