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科技大事件 丨 苹果下任 CEO 人选浮出水面;华为余承东首次回应开车睡觉传闻
Sou Hu Cai Jing· 2025-07-09 04:44
Group 1: Apple Leadership Transition - Apple's hardware engineering chief, John Ternus, is being considered as the most likely successor to CEO Tim Cook, following the announcement of COO Jeff Williams' retirement at the end of the year [1] - The Apple board is looking for a long-term executive, similar to Cook and Steve Jobs, who can remain in the role for at least a decade [1] Group 2: macOS 26 Updates - The macOS 26 Beta 3 has optimized the Safari browser and Terminal application tabs by removing a black bar and improving contrast for better visibility of active tabs [2] - The introduction of the ASIF disk image format in macOS 26 significantly enhances disk image processing capabilities, achieving read speeds of up to 5.8 GB/s and write speeds of 6.6 GB/s on M3 Pro MacBook Pro [6][7] Group 3: Apple Pencil Innovation - Apple has been granted a patent for a new design of the Apple Pencil that allows writing on any surface, moving away from reliance on the iPad's screen [3][4] - The technology involves optical sensors within the Apple Pencil, enabling it to detect movements and distances from surfaces, thus allowing for a versatile writing experience [6] Group 4: New Chip Developments - Apple is reportedly developing a new Wi-Fi and Bluetooth chip named Proxima, which is expected to be used in future iPhone, iPad, Mac, Apple TV, and HomePod mini models [8][9] - This new chip aims to replace current chips supplied by Broadcom and is anticipated to support Wi-Fi 6E or Wi-Fi 7, enhancing connectivity for devices like Apple TV and HomePod mini [9] Group 5: Industry Events - GAC Fiat Chrysler has officially declared bankruptcy due to an inability to repay debts and insufficient assets, marking a significant event in the automotive industry [10] - The company had been in bankruptcy proceedings since late 2022, with its Guangzhou factory being repurposed for electric vehicle production [10]
对话 | “AI+硬件”,影石创新刘靖康解密如何让原创飞轮持续运转
3 6 Ke· 2025-07-09 04:20
Core Viewpoint - The successful listing of YingShi Innovation (688775.SH) on the Sci-Tech Innovation Board highlights its rapid growth as a leading smart imaging brand, driven by innovative panoramic imaging technology and a keen understanding of market trends [1][2]. Group 1: Product Development and Innovation - Continuous technological innovation is essential for addressing unmet user needs, with profits reinvested into R&D to create a virtuous cycle of innovation [3][6]. - The company focuses on original product development, having chosen this path over imitation, which has been crucial to its growth and market leadership [4][5]. - Identifying high-margin markets with existing demand but unresolved pain points is a key strategy for product development [3][8]. Group 2: Market Strategy and Consumer Insights - The company emphasizes understanding customer needs and addressing issues that competitors have overlooked, which is fundamental to its innovation strategy [5][6]. - The successful launch of the flagship product X5, a 360-degree camera, is attributed to its ability to solve previous product pain points and meet consumer expectations [10][11]. - The company aims to expand its target customer base and application scenarios as it resolves existing product issues, thereby increasing market penetration [12][9]. Group 3: AI and Future Opportunities - The integration of AI technology is seen as a significant opportunity for enhancing product capabilities, such as automatic shooting and editing, although it presents substantial engineering challenges [14][15]. - The company’s mission remains focused on helping people better record and share their lives, with a long-term vision of becoming a world-class smart imaging brand [13][12]. Group 4: Investment and Growth Strategy - The company advises startups to focus on high-end product development to ensure profitability and sustainable growth, rather than engaging in price wars [16][17]. - Emphasizing the importance of operational efficiency and patent registration is crucial for companies looking to expand globally [18][17]. - The partnership with Qiming Venture Partners has been instrumental in the company's growth, providing not only financial support but also valuable resources and insights [20][22].
我国全社会研发经费投入达3.6万亿元
news flash· 2025-07-09 03:37
Group 1 - The total R&D expenditure in China is projected to reach 3.6 trillion yuan, ranking second globally [1] - Shenzhen's R&D investment accounts for 6.46% of its GDP, indicating a strong commitment to innovation [1] - China is transitioning from being a global manufacturing hub to becoming a global innovation center [1]
大湾区辐射力升级:超级路网贯通临省“共赢走廊”
21世纪经济报道· 2025-07-09 03:10
记者丨 杨期鑫 实习生张雯钧 编辑丨李振 高效便捷的城际交通网络是推动经济要素高速流转、催化文化融合共生的基础纽带,更是城市间协同发展的关键引 擎。 7月6日,遂川至大余高速公路正式建成通车。这条斥资244.5亿元、全长127公里的战略通道,将赣州至粤港澳大湾 区的车程进一步压缩至4小时,为人员往来与商贸流通按下"快进键"。 截至目前,粤赣两省已建成7条跨省高速通道,平均每50公里一条高速的密度全国领先,而即将开工的潮南高速与寻 全高速西延段,将彻底实现两省界县域高速100%全覆盖。 而依托日益完备的交通体系,粤赣产业协作持续深化。"湾区研发+江西制造"发展模式活力迸发:格力、比亚迪等千 亿级产业项目沿高速走廊西进布局;另一方面,江西企业赵一鸣零食在东莞设立研发中心,并将部分核心部门迁至 广州。双向流动的要素正通过公路网完成聚合裂变,宛若区域协同发展的"共赢走廊"。 而这仅仅是周边省市加速"融湾"的一个缩影——近年来,广西、湖南、江西、贵州等地加快与粤港澳大湾区建立跨 区域协作关系,尤其依托便利完善的交通网络实现了要素流通、产业协同,而广东也在规避生产成本日渐高企、留 住核心供应链产业链的背景下,加快探索出一 ...
“十四五”成绩单:中国有了自主研发的高性能芯片
news flash· 2025-07-09 03:01
据央视新闻报道,过去几年,我们有了自主研发的高性能芯片和操作系统,有了赋能千行百业的AI大 模型,有了能大幅提高生产效率的机器人。 ...
大博医疗(002901) - 002901大博医疗投资者关系活动记录表20250708
2025-07-09 03:00
答:从数据来看,公司研发占比提升一方面是因为集采之后 公司整体营收下降;另一方面是公司在集采降价之后仍保持原有 的研发投入。公司研发投入处于上升阶段主要因为公司涉及产品 的品相较多,公司在创伤、脊柱、关节、运动医学这四大骨科领 域以及齿科、神经外科、微创外科等非骨科领域均有相应研发投 入。公司各产线的研发投入主要聚焦在材料、工艺及临床效果(如 缩短手术时间、减小创伤等)等方面。 5、问:公司未来几年还有什么重大的资本支出计划吗? 证券代码:002901 证券简称:大博医疗 大博医疗科技股份有限公司投资者关系活动记录表 投资者关系活动 类别 ■特定对象调研(电话会) □分析师会议 □媒体采访 □业绩说明会 □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 人员姓名 国联民生证券、汇添富基金、兴证全球基金、宏利基金、福泽源 基金、工银瑞信、国泰海通证券、国联民生证券、大成基金、红 土创新基金、泽源资产、天风证券、华能贵诚信托、中金公司、 国信证券 时间 2025 年 7 月 8 日 (周二) 下午 15:30~16:30 地点 公司会议室 上市公司接待人 员姓名 董事长:林 ...
河南征集产业研发基金合作意向 单支基金规模4000万~1亿元
news flash· 2025-07-09 02:54
单支基金总规模4000万~1亿元,实施期一般为三年,省级与联合方出资比例一般为2:1。其中,省级 出资规模一般为3000万~6000万元,年度出资规模一般为1000万~2000万元,结合项目储备情况确定。 其他由市(县、区)出资。名称一般为"市(县)+产业领域+产业研发基金"。 河南省财政厅、河南省科学技术厅发布通知,征集科技研发联合基金(产业类)合作意向。通知提到:产 业研发基金是指由省财政厅、省科技厅发起,与市(县)、企业等共同出资设立的非营利性基金,支持方 式为补助、后补助等无偿资助方式,属于省级科技研发计划联合基金范畴。 产业研发基金主要聚焦联合区域的优势产业及产业链上下游行业,重点资助区域内企业实施的中试、成 果转化示范项目;省内高校、院所、相关企业围绕区域产业"卡脖子"问题实施的基础和应用研究项目、 重大协同研发合作项目;科技成果转移转化后补助项目;产业科研规划提升项目等。 ...
沥青:小步上移
Guo Tai Jun An Qi Huo· 2025-07-09 02:52
商 品 研 究 沥青:小步上移 王涵西 投资咨询从业资格号:Z0019174 wanghanxi023726@gtjas.com 2025 年 7 月 9 日 【基本面跟踪】 表 1:沥青基本面数据 | | 项目 | 单位 | 昨日收盘价 | 日涨跌 | 昨夜夜盘收盘价 | 夜盘涨跌 | | --- | --- | --- | --- | --- | --- | --- | | | BU2507 | 元/吨 | 3,662 | 1.02% | 3,662 | 0.00% | | | BU2508 | 元/吨 | 3,620 | 0.64% | 3,659 | 1.08% | | 期货 | | | 昨日成交 | 成交变动 | 昨日持仓 | 持仓变动 | | | BU2507 | 手 | 690 | (423) | 1,132 | (377) | | | BU2508 | 手 | 2,968 | (378) | 16,845 | (808) | | | | | 昨日仓单 | 仓单变化 | | | | | 沥青全市场 | 手 | 91740 | 0 | | | | | | | 昨日价差 | 前日价差 | 价差变动 ...
上市大涨7.97% 峰岹科技在港挂牌上市
Ju Chao Zi Xun· 2025-07-09 02:43
作为国内BLDC电机驱动控制芯片领域的头部企业,峰岹科技2024年营业收入为6亿元,同比增长45.94%;归母净利润为2.22亿元,同比增长27.18%;扣非 归母净利润为1.88亿元。同比增长59.17%。 峰岹科技的主营业务收入主要来源于电机主控芯片MCU、ASIC及电机驱动芯片HVIC三大产品线。2024年,电机主控芯片MCU实现收入3.85亿元,同比增 长39.97%,占总营收的64.17%,仍是公司业绩的核心支柱;电机主控芯片ASIC收入达8474.76万元,同比大增75.63%,占比提升至14.14%,成为增长最快的 业务板块;电机驱动芯片HVIC收入8426.78万元,同比增长26.92%,占比14.06%,保持稳定增长。 作为技术驱动型企业,峰岹科技高度重视研发创新。2024年,公司研发投入达1.17亿元,同比增长37.86%,占营收比重达19.44%。高强度的研发投入助力公 司在工业自动化、智能家居、汽车电子等新兴领域取得突破,进一步拓宽市场应用场景,增强长期竞争力。 7月9日,深圳电机驱动控制芯片设计公司峰岹科技正式在港交所主板敲钟上市。其发行价为120.5港元/股,截至发稿前,其股价为1 ...
康宁杰瑞20250708
2025-07-09 02:40
康宁杰瑞的核心产品线包括 K026(HER2 双抗)、JSK003(HER2 双 表位 ADC)、JSK016(TOP2 和 HER3 双抗 ADC)和 JSK033(皮下 注射型 HER2 ADC),均处于临床中后期阶段,预计未来几年将陆续申 报上市,为公司带来收入。 K026 在二线及以上 HER2 阳性胃癌的 PFS 中期分析达到统计学显著性 终点,ORR 超过 40%,PFS 达到 8.6 个月,计划 2025 年第三季度申 报 BLA,预计销售峰值超过 10 亿人民币,并计划推进一线 HER2 阳性 胃癌的研究。 JSK003 的安全性显著优于其他化学偶联 ADC,血液学毒性仅为 15%- 20%,ILD 发生率仅为 3%-4%,具有更大的联合用药潜力,二线 HER2 阳性乳腺癌的三期试验预计今年完成入组,明年数据读出和申报 上市。 GS033 是全球首款皮下注射 ADC,计划在宫颈癌一线开展注册临床研 究,并拓展到其他抗 HER2 有效瘤种,如肺癌等,目前正在进行剂量爬 坡和剂量扩展研究。 Q&A 康宁杰瑞目前有哪些已经上市的产品和正在开发的产品管线? 康宁杰瑞 20250708 摘要 康宁杰瑞已 ...