对昆仑万维创始人周亚辉来说，必须考虑一个严峻现实问题：AI大模型这个游戏，还能玩多久？是否又改转变赛道，追求新的风口故事？ 近日，全面"All in AI"的昆仑万维，交出上市以来最惨年报。 报告显示，2024年公司实现营业总收入56.6亿元，同比增长15.2%；同时，昆仑万维2024归母净利润亏损15.95亿元，同比暴跌226.8%。 这是昆仑万维自2015年上市以来的首次亏损。 昆仑万维成立于2008年，是最早开拓海外市场的中国企业之一。昆仑万维被称为中国互联网出海第一股，早在十多年前，昆仑万维就定位"出海"，把重点 放在全球市场，并在多个领域展开布局。 从最开始靠游戏起家，到现在旗下业务覆盖AGI与AIGC、信息分发、元宇宙、社交娱乐及游戏等多个领域，昆仑万维市场遍及全球100多个国家和地区， 全球平均月活跃用户近4亿人。 竞争激烈出海赛道，昆仑万维如何在巨头夹击下持续发展？如何在高昂AI算力支出同时保持营业收入的高速增长？营收增长同时，为何亏损16亿？ 更重要的问题是，昆仑万维创始人周亚辉是一个喜欢追风口、寻找新风口的人，当"All in AI"叙事并非想象中那么美好，周亚辉是否又会变换赛道？对于 上 ...

证券代码： 300440 证券简称：运达科技 成都运达科技股份有限公司投资者关系活动记录表 3. 您好！目前中美关税之战，面对复杂的国际形势，去年公 司营收有所下降，但今年一季度营收又有所增长，请问公司有何 新的具体举措来拓展原有的业务尤其是国际业务，保持稳步的发 展？谢谢 答：您好，公司业务主要集中在国内，海外订单占比较小。 公司将通过坚持以客户需求为导向，加强与重点客户战略合作， 建立技术标准和服务体系壁垒；优化产品矩阵，针对国铁、城轨、 院校等场景需求，完善全谱系产品布局，积极提升市场份额。深 化标杆项目牵引，聚焦重点工程与标志性项目，集中资源打造示 范案例，通过高标准交付与口碑传播强化行业影响力，带动订单 规模化落地。紧密跟随轨道交通存量市场维保及更新改造机遇， 持续拓展运维业务市场，积极应对持续激烈的市场竞争。同时要 进一步巩固公司在行业的优势地位，确保既有产品收入稳定增 长。感谢您的关注。 4. 新出台的《新型储能发展规划》明确要求 2025 年储能系 统循环寿命达 8000 次，运达当前实验室数据已突破 10000 次， 这对抢占电网侧储能市场意味着什么？ 答：您好，运达科技的储能系统主要应用于 ...

功能膜材料是应用在基材上以提供更多改进的功能以提高产品的整体潜力的薄膜或片材。 除了具有尺寸优势外，功能性薄膜还与当前的现代技术 和各种类型的材料兼容。 它们还具有其他附加特性，例如在加工过程中需要较少的能耗，并且可以根据要求制造成复杂的结构。 功能薄膜可以 是导电的、粘合的、光学的和水溶性的。近年来，在制造业产业升级的宏观政策背景下，电子信息制造业、消费电子产业作为战略性新兴产业发 展迅猛，技术创新水平不断提升，功能性膜材料也随着下游行业的发展而不断升级。 功能性膜材料行业发展总体概况 1、市场需求持续增长 随着社会对高性能材料的需求不断增加，功能性膜材料在多个领域的应用也不断扩展。例如：能源领域：如锂电池隔膜、燃料电池膜等，随着新 能源产业的快速发展，膜材料在电池技术中的应用得到广泛关注。环保领域：膜材料在水处理、废气处理、空气净化等方面的应用需求不断增 加。电子领域：柔性显示屏、传感器、触摸屏等技术的普及，使得功能性膜材料的需求不断攀升。 2、政策支持与行业规范 各国政府对膜材料产业的支持政策逐步加强，特别是在节能环保、新能源和高科技领域，相关政策的扶持为膜材料行业的发展提供了坚实的基 础。与此同时，随 ...

Group 1 - The core idea of the articles revolves around the integration of traditional culture with digital technology to create immersive experiences that make history engaging and accessible [1][10][16] - Various locations in Fujian are utilizing digital activation techniques to bring cultural heritage to life, such as AR and VR experiences that allow visitors to interact with historical narratives [3][5][7] - The use of popular game IPs and immersive performances is transforming how cultural heritage is experienced, allowing for a blend of entertainment and education [9][12][14] Group 2 - The development of the "Digital Twin" concept in places like Gulangyu Island is creating a virtual environment that enhances tourism through interactive storytelling and augmented reality [7] - Large-scale immersive performances, such as "Moon Reflecting Wuyi," are employing advanced technologies like AI holography to present cultural narratives in a visually stunning manner [12] - The trend of combining cultural heritage with modern technology is seen as a way to preserve and promote traditional culture while attracting a younger audience [10][16]

Group 1 - The company reported a revenue of 3.307 billion yuan for 2024, representing a year-on-year growth of 14.59%, with a net profit attributable to shareholders of 213 million yuan [1] - The internet media segment generated a revenue of 1.158 billion yuan, showing a significant increase of 31.88%, and accounted for 35.03% of total revenue, contributing 3.94 billion yuan to gross profit, which is 69.36% of the company's total gross profit [1] - The company aims to solidify its core internet media and digital marketing businesses while developing its proprietary acoustic brand and exploring opportunities in the metaverse, data technology, and blockchain applications [1] Group 2 - The overseas subsidiaries have successfully diversified their product offerings in the internet media sector, utilizing large models like ChatGPT and StableDiffusion to enhance content production efficiency and quality, thereby improving user experience and engagement [2] - In the competitive digital marketing industry, the company is focusing resources on expanding its advertising agency business, targeting social media platforms with sufficient advertising budgets, and enhancing its client base across various sectors [2] - The company is nurturing and incubating top acoustic brands such as Vifa, Aurasound, and others, aiming to create a diversified portfolio of proprietary brands through collaborations with leading domestic and international brands [2] Group 3 - The company plans to leverage its self-developed large-scale open license chain "ZhiChain 2.0" as the core, focusing on three key technological breakthroughs to establish a flexible main-side chain architecture and continuously develop a large alliance chain platform with independent intellectual property rights [3]

Core Insights - The Liu Zhou Bailian Cave Science Museum offers an immersive experience that combines modern technology with prehistoric culture, attracting families and children to explore ancient civilizations [1][2][3] - The museum features interactive exhibits, including AR glasses and holographic projections, to engage visitors and enhance their understanding of prehistoric life [1][2] - The museum aims to instill cultural confidence and a sense of belonging among visitors through innovative educational programs and outreach activities [2][3] Group 1 - The museum opened a new facility in September 2019, showcasing over 2,000 artifacts and fossils related to prehistoric culture and ancient biological evolution [2] - The museum's public education department emphasizes the importance of integrating modern technology into exhibits to make learning enjoyable and impactful for visitors [2] - In 2024, the museum plans to extend its outreach by bringing prehistoric culture exhibitions to over 10 primary and secondary schools in Liu Zhou [2] Group 2 - The museum launched an original science popularization play titled "Traveling Back to Bailian 30,000 Years," which premiered at a local primary school, effectively blending storytelling with educational content [3] - The play features realistic depictions of prehistoric life, helping to bridge the gap between children and historical knowledge through experiential learning [3] - Since the beginning of the year, the museum has received a total of 260,000 visitors, indicating strong public interest in its offerings [3]

Industry Overview - The Chinese home audio-visual equipment manufacturing industry is entering a new development stage characterized by technological integration and scenario innovation [1][13] - The market size for this industry is projected to reach 565.8 billion yuan in 2024, reflecting a year-on-year growth of 0.91%, indicating a significant slowdown compared to pre-pandemic growth levels [1][13] Industry Characteristics - The industry is transitioning from a universal growth model to a competition cycle dominated by stock updates, with consumer demand shifting from basic functionality to quality upgrades [1][13] - There is a notable trend towards structural upgrades, driven by technological integration and scenario innovation, leading to high-end, intelligent, and scenario-based upgrades [1][13] Industry Development History - The industry has experienced four main stages: initial stage in the 1980s, rapid development in the 1990s, technological innovation and upgrade from 2000 to 2020, and a high-quality development phase from 2020 to present [4][5] Current Industry Status - In 2023, the production of combination audio systems in China was 20,600 units, a year-on-year decrease of 6.03%, attributed to economic pressures affecting consumer spending on non-essential goods [9] - The Producer Price Index (PPI) for the audio-visual equipment manufacturing industry was 98.1 at the end of March 2025, down 1.9% year-on-year, influenced by declining international oil prices and seasonal reductions in energy demand [11] Key Companies - Major players in the industry include Hisense, Skyworth, TCL, and Huawei, each leveraging technology and ecosystem integration to enhance competitiveness [15][16] - Hisense's revenue for 2024 is projected at 58.53 billion yuan, with a year-on-year growth of 9.17%, while Skyworth's revenue is expected to be 65.01 billion yuan, down 5.82% year-on-year [16][18] Future Development Trends - Technological innovation will be the core driver for industry upgrades, with advancements in display technology, audio processing, and smart interaction expected to enhance product performance [20] - The industry will actively explore emerging markets, particularly in Southeast Asia and Africa, to find new growth opportunities [21] - There will be an acceleration of industry integration, with semiconductor display technologies and 5G communication enhancing product capabilities and user experiences [23]

Core Viewpoint - The "Hua Xia Tour+" initiative was launched, integrating aerospace science fiction, cultural heritage, and commercial scenarios to create a new paradigm for urban cultural tourism consumption [2][5][7] Group 1: Initiative Overview - "Hua Xia Tour+" combines aerospace science fiction and cultural treasures with commercial scenes, driven by a dual-engine strategy of "space civilization + local culture" [5][7] - The initiative aims to create a closed-loop ecosystem of "technology-culture-commerce" through digital means, AI activation of cultural relics, and metaverse consumption spaces [5][12] Group 2: Market Potential - The global VR large space solution market is projected to exceed $12 billion by 2025, with a compound annual growth rate of 58%, making China a core growth area [4] Group 3: User Experience - "Hua Xia Tour+" features two main themes: aerospace science fiction and cultural treasures, offering immersive experiences such as lunar exploration exhibitions and ancient civilization reconstructions [9][12] - Users can interact with virtual characters and experience historical events through AR technology, enhancing cultural understanding and engagement [7][12] Group 4: Strategic Collaborations - The initiative involves collaborations with various organizations, including the Hua Xia Urban Development Research Institute and People VR, to ensure technical support and content quality [12] - Commercial venues like shopping centers and scenic spots will provide space and participate in the design and operation of the new consumption scenarios [12]

每经记者 谢陶 每经编辑 唐元 对这位扎根成都不久的"蓉漂"创业者而言，相较于沿海产业先发地区，成都拥有深厚的历史文化积淀以及众多处于不同发展阶段的数字文创玩家，这为其以 此为"据点"，开启新的创业赛道提供了"天然土壤"。 "扎根成都的这几年，我们感受到成都文创独特的创造力，不同的细分领域总能不定期出现令全国瞩目的'爆款'IP。这更加坚定了我们以此为'原点'，拓展新 业务与新模式的信心，"杨宏森向记者分享道。 在杨宏森看来，作为创业者，尤其是数字文创这一高度融合化的赛道，就是要不断打破边界，寻找新的可能性。"这一过程中，内容与技术的原创能力缺一 不可。" 从屡破票房纪录的动画电影到成功出海的本土游戏，从扎堆的顶级演艺活动到相继孵化的知名科幻IP，成都持续迸发属于自己的"文创力量"。 在数字文创的热潮之中，作为成都的代表企业之一，四川墨拓数字科技有限公司（以下称"墨拓科技"）基于内容创作与软硬件研发，不断探索数字文旅与数 字文博的边界，与此同时，创新转化多个知名科幻IP，成为了这一赛道少有的"多面手"。 如何理解当前数字文创产业的前沿趋势？未来，成都数字文创又潜藏着哪些市场机遇？本期《创史记》，每日经济新闻·天 ...

答:尊敬的投资者您好，公司体检信息化管理系统将依 据各省反馈对系统功能进行优化改进。完善管理平台、采集 终端 APP、体检公众号服务等软件产品，妥善规划解决各地 区共有的业务功能问题，充分兼容地区性差异化需求。并且 新增体检业务各用户可视化大屏及数据智能分析功能，为 用户提供直观、高效的数据洞察，优化用户操作体验。同时， 通过对多个建设省份的深入需求调研与交流，持续拓展业 务覆盖范围，全面适配项目的定制化需求。 股票代码：300559 股票简称：佳发教育 成都佳发安泰教育科技股份有限公司 投资者关系活动记录表 编号：2025-001 | 投资者关系活动 | □特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 √业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 □其他 | | 参与单位名称及 | 线上参与佳发教育（300559）2024 年度网上业绩说明会的 | | 人员姓名 | 全体投资者 | | 时间 | 2025 年 04 月 25 日 15:00-17:00 | | 地点 | 价值在线（https://www.ir-online.cn/）网络互 ...