智通财经APP讯，容百科技(688005.SH)发布公告，公司与宁德时代新能源科技股份有限公司(简称"宁德 时代")签署了《磷酸铁锂正极材料采购合作协议》。协议约定，自2026年第一季度开始至2031年，容百 科技合计为宁德时代供应国内区域磷酸铁锂正极材料预计为305万吨，协议总销售金额超1200亿元。 公司磷酸铁锂产品具备卓越的性能，技术具备革命性。公司产品在铁溶出率、首效及压实密度等关键性 能指标上处于行业领先，可广泛应用于储能与动力，尤其是高端储能及动力领域。目前已完成三代品、 四代品的关键开发及应用开发;公司已在量产线上完成五代品开发，各项指标内部测试达标，开始进入 应用开发阶段。 此次协议对双方均具有约束性。一方面，在海外地区磷酸铁锂动力电池有很大的发展空间。另一方面， 由于太阳能电池及储能电池技术的发展，成本不断降低，再加上AI技术的发展，以及这三项技术的相 互作用，使得新能源时代真正来临，储能行业得到爆发式增长。动力和储能市场的发展，使得磷酸铁锂 仍具备巨大的市场空间。 ...

Core Viewpoint - The stock price of Youdao (DAO.US) surged by 6.97% to $12.61, driven by improved market sentiment for Chinese concept stocks and recognition of its fundamental improvements and AI strategy implementation [1] Group 1: Stock Performance - Youdao's stock price broke through key resistance levels, creating a technical buy signal that attracted trend investors [1] - Several brokerages, including Huatai Securities and CICC, have issued positive reports on the company's transformation prospects, particularly praising its AI business layout [1] Group 2: Financial Performance - Youdao has achieved profitability for five consecutive quarters under its "AI-native" strategy, demonstrating strong growth resilience [2] - For the first three quarters of 2025, the cumulative operating profit increased by nearly 150% year-on-year [1] - In Q3 2025, Youdao reported net revenue of 1.63 billion yuan, a year-on-year increase of 3.6%, and operating profit of 28.27 million yuan [1] - The company's operating cash outflow narrowed by 31.4% year-on-year, enhancing its financial health for future development [1] Group 3: Business Transformation and AI Strategy - Youdao has shifted its positioning from "educational technology" to "learning and advertising AI application service provider," aiming to deepen commercialization capabilities in these sectors using AI technology [2] - The company launched its self-developed "Ziyue" large model in early 2023, applying it to various software and hardware products, enhancing AI integration [2] - Youdao's "AI-native" strategy focuses on advancing online courses, smart learning hardware, and AI-driven advertising, establishing a unique competitive advantage in these segments [2] - The recent stock price increase reflects not only short-term market sentiment but also recognition of the effectiveness of its business transformation and the prospects of its "AI-native" strategy [2]

【容百科技：与宁德时代签署协议 预计供应305万吨磷酸铁锂正极材料且总销售金额超1200亿元】《科 创板日报》13日讯，容百科技(688005.SH)公告称，公司与宁德时代签署《磷酸铁锂正极材料采购合作 协议》，自2026年第一季度开始至2031年，合计为宁德时代供应国内区域磷酸铁锂正极材料预计为305 万吨，协议总销售金额超1200亿元。本协议对双方均具有约束性。一方面，在海外地区磷酸铁锂动力电 池有很大的发展空间。另一方面，由于太阳能电池及储能电池技术的发展，成本不断降低，再加上AI 技术的发展，以及这三项技术的相互作用，使得新能源时代真正来临，储能行业得到爆发式增长。动力 和储能市场的发展，使得磷酸铁锂仍具备巨大的市场空间。公司产品在铁溶出率、首效及压实密度等关 键性能指标上处于行业领先，可广泛应用于储能与动力，尤其是高端储能及动力领域。目前已完成三代 品、四代品的关键开发及应用开发；公司已在量产线上完成五代品开发，各项指标内部测试达标，开始 进入应用开发阶段。 转自：智通财经 ...

格隆汇1月13日丨容百科技(688005.SH)公布，宁波容百新能源科技股份有限公司（以下简称"容百科 技""公司"或"乙方"）与宁德时代新能源科技股份有限公司（以下简称"宁德时代""客户"或"甲方"）签署 了《磷酸铁锂正极材料采购合作协议》（以下称"协议"或"本协议"）。协议约定，自2026年第一季度开 始至2031年，容百科技合计为宁德时代供应国内区域磷酸铁锂正极材料预计为305万吨，协议总销售金 额超1200亿元。本协议对双方均具有约束性。一方面，在海外地区磷酸铁锂动力电池有很大的发展空 间。另一方面，由于太阳能电池及储能电池技术的发展，成本不断降低，再加上AI技术的发展，以及 这三项技术的相互作用，使得新能源时代真正来临，储能行业得到爆发式增长。动力和储能市场的发 展，使得磷酸铁锂仍具备巨大的市场空间。 ...

1999年，中国跨境电商开始起步，少数卖家通过海外平台将义乌小商品、深圳电子配件销往全球， 彼时的交易依赖邮件沟通与邮政小包寄送，订单履约周期长达数月。时至今日，跨境电商已成为中国外 贸"新增长极"。 回望这段历程，跨境电商完成了从无到有、从萌芽到繁茂的蜕变。1995年，eBay在美国诞生； 2005年左右，中国跨境电商开始萌芽；2025年，跨境电商已经从"信息差红利"走向"供应链深耕"， 从"零散交易"升级为"生态协同"。eBay亲历了中国跨境电商的升级历程，也陪伴中国卖家实现从"工作 坊"到"品牌"的跨越。 在这场变革中，eBay国际跨境贸易事业部大中华区总经理林文奎既是见证者也是推动者。在厦门 举办的eBay 2025年度汽配卖家峰会上，林文奎讲述了他与eBay，他与中国跨境电商发展的故事。 "信息差"下的"粗粝"发展 2002年eBay投资并收购本土C2C电商平台易趣，探索本土化发展。2003年本土电商平台崛起，市场 格局演变。2006年eBay调整策略，将重心转向跨境贸易，为中国卖家打开全球市场通道。eBay的这一 战略转型，契合了eBay自创立起就具备的跨境电商基因——平台上的第一笔交易就是一笔跨 ...

随着AI技术深度赋能，智能门锁行业实现全面技术突破，更易用、更安全的产品得以走进千家万户。 然而消费者的选择困境却并未因此消失。不少产品看似搭载了AI功能，实则停留在概念和噱头层面， 实际使用中并未带来真正的智能体验；同时，市场上同类功能配置趋同，缺乏差异化竞争力，难以满足 用户个性化需求，再叠加售后服务能力参差不齐等，成为阻碍消费者决策的"三座大山"。而真正成熟的 智能门锁品牌，比拼的不仅是硬件配置的高低，更要在核心技术研发与品牌综合实力上拉开差距。 销量领跑+售后专业，TCL智能门锁凭实力立标杆 从行业数据来看，TCL无疑是当前智能门锁赛道中最具代表性的头部玩家之一，其以家电品牌高端智能 锁全球销量第一的成绩，确立了稳固的行业地位。更重要的是，在消费者高度关注的售后服务上，TCL 直接拉开了与其他品牌的差距。TCL智能锁拥有自建的专业售后团队，全国20000+服务网点免费上门安 装，还提供三年产品质保和一千万产品责任险。在不少品牌面临"安装难、维修慢"的尴尬体验时，TCL 成熟的售后服务体系显著降低用户长期使用风险，让用户真正享受到"买得放心、用得安心"的服务体 验。 在坚实的品牌实力与服务基础之上，TC ...

格隆汇1月13日丨百诚医药(301096.SZ)在投资者互动平台表示，目前公司尚未涉足脑机接口领域，未来 将密切关注该行业的最新发展动态。公司在创新药研发的AIDD和CADD方面有运用AI技术，且拥有自 主研发的智药AI平台，该平台可应用于毒性预测以及活性和成药性预测。此外，类器官平台能够提供 包括药物筛选、药效评价和安全性测评等药物研发技术服务，助力药物研发更加精准、高效。 ...

Core Insights - The rise of AI technology has made digital human short videos a new trend in content creation, with creators and companies seeking to reduce costs and improve efficiency, but facing challenges in core preparation, visual quality, and tool selection [1] Group 1: Preparation and Foundation - Proper preparation is crucial for the final output, as outlined by the national broadcasting standards which require digital humans to have appropriate appearances and smooth movements without audio-video delays or lip-sync issues [3] - Key production steps include accurately replicating the human image and voice, ensuring natural sound quality that matches the digital human's character, and avoiding distortions or delays [3] - Coordination between actions and scenes is essential, with digital human movements needing to align with content logic and the ability to switch between real and virtual backgrounds to enhance immersion [3] Group 2: Content and Material Organization - Clear content positioning and requirements must be established, determining the digital human's style based on usage scenarios, and ensuring that the script is concise and fits within a 300-word limit [4] - Preparation of materials includes obtaining clear frontal images and approximately one minute of real human audio for accurate replication, along with relevant background materials for scene-based content [4] Group 3: Tool Selection and Efficiency - The choice of tools significantly impacts production efficiency and quality, with a recommendation to select user-friendly tools that meet specific needs [6] - Among the leading platforms, Shengnuo Kexinda stands out for its comprehensive advantages, and mastering core techniques can help avoid mistakes and reduce post-production costs [6] Group 4: Post-Production and Distribution - Post-production optimization and distribution, while not core production steps, can enhance the reach and value of digital human short videos by refining content and adapting it to platform requirements [8] - Shengnuo Kexinda's tools facilitate efficient post-production and distribution, allowing for batch generation of videos without real human appearances, thus saving time and labor costs [8] Group 5: Tool Comparisons - Shengnuo Kexinda offers a complete workflow for short video production, featuring capabilities like voice cloning and AI face-swapping, supporting high-fidelity 4K outputs and multi-action displays [9] - Baidu Smart Cloud Xiling provides high-precision facial restoration but has limitations in cross-platform compatibility and is more suited for large enterprises [9] - Tencent Zhiying integrates deeply with the WeChat ecosystem, offering user-friendly templates but lacking in batch production capabilities [9] - Jianying Digital Human is a widely used editing tool with strong usability but limited core functionalities and high-fidelity effects [9] Group 6: Industry Outlook - The core of digital human short video production lies in balancing quality and efficiency while adhering to industry standards, with the right tools addressing challenges like the need for real human appearances and batch production [11] - New creators and corporate teams can efficiently produce high-quality digital human short videos by mastering the outlined methods and selecting appropriate tools, as technology continues to mature and expand application scenarios [11]

泳池机器人：从总量回归产业 从2026CES看智能 家居清洁机器人产品趋势2026 CES 聚焦AI 技术从概念走向现实的革命性突破，于当 地时间1 月6 日至1 月9 日如期展开。据品牌方舟BrandArk 统计口径，2026 年 CES 共有约4300 家企业 参展，其中中国参展商共有942 家，约占参展企业总数的22%，参展数量仅次于美国，领先于韩国。中 国智能家居机器人头部厂商产品趋势值得关注。 扫地机器人：清洁深化，突破边界 2026 年CES 上头部企业展出的方案来看，更大滚筒、更强吸力等升级带来清洁效果的优化；物体识别 维度的技术升级带来清洁效率的提升与运维成本的下降；而机身轻薄化、轮足结构、无人机模块等则进 一步拓宽扫地机产品的清洁范围，也打开未来家庭清洁的想象空间。厂商表现来看，石头推出轮足扫地 机器人、MOVA 引入无人机飞行模块等话题热度较高，此外对比上一代产品，头部企业在吸力参数、 滚筒长度、障碍物识别能力以及越障能力等维度也均有一定提升。 割草机器人：智能升维，越障提升 割草机器人的技术升级或围绕大面积切割、免基站设置、提升越障能力、增加边缘切割等维度进行展 开。九号强势推出9 款产 ...

Group 1 - The core viewpoint is that recent policies in the service consumption sector are revitalizing the Hong Kong stock market's internet industry, with a focus on enhancing trade and investment facilitation in Hainan Free Trade Port and Shanghai's initiatives to stimulate consumption [1] - AI technology is enhancing industry efficiency, with OTA platforms benefiting from GEO development; for instance, Ctrip's "Smart Engine 3.0" has improved product recommendation efficiency by over 8% [1] - The local lifestyle sector is experiencing significant digital upgrades, as evidenced by Gaode's "Street Scanning List," which has led to a more than threefold increase in merchant order volume after covering all scenarios [1] Group 2 - The education sector is focusing on vocational education reform, with plans to add seven vocational undergraduate institutions by 2026 [1] - The duty-free industry is seeing new developments, highlighted by the topping out of the third phase of Sanya International Duty-Free City, which is expected to be completed in phases by 2026 [1] - Overall, underpinned by policy support and technological innovation, the Hong Kong stock market's internet sectors are presenting structural growth opportunities [1] Group 3 - The Hong Kong Internet ETF (513720) tracks the Hong Kong Stock Connect Internet Index (931637), which consists of internet companies listed on the Hong Kong Stock Exchange, covering sectors such as communication services, information technology, and consumer discretionary, with a focus on soft technology [1] - The constituent stocks have a substantial total market capitalization, and leading companies significantly influence the index, reflecting the overall performance of Hong Kong's internet-related listed companies [1]