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当AI进入手机产线:荣耀如何为“中国智造”注入AI灵魂
Nan Fang Du Shi Bao· 2025-07-03 12:02
7月2日,荣耀在深圳发布了全新折叠旗舰Magic V5。在发布会上,荣耀CEO李健选择了一种不同寻常 的方式来开场。他没有像传统的产品宣讲那样罗列参数,而是分享了几个关于"一毫米"的研发故事。 这个看似感性的叙事,却意外地揭开了荣耀最"硬核"的底牌。当晚,比Magic V5本身更引人关注的,是 其背后所代表的、一种由AI深度赋能的、足以改写行业标准的智能制造能力。 这不仅仅是一家手机厂商的技术展示。在"中国制造"向"中国智造"全面转型的时代背景下,荣耀正试图 通过这场深入到微米层级的制造革命,为行业、也为自己,找到一把通往未来的关键钥匙。 "一毫米"的较量:0.003毫米公差里的制造革命 折叠屏,被誉为智能手机行业的"皇冠明珠",其制造工艺,尤其是铰链部分,是衡量一家企业精密制造 能力的终极考场。如何让手机在反复开合中保持平整耐用,同时做到极致轻薄,是所有厂商面临的共同 难题。 "产线的组装分类精度,目前行业极限是0.04毫米,"李健在发布会上坦言,"虽然这个数字已经比头发 丝还细,但对于我们追求的极致轻薄,还是力不从心。" 李健介绍,为了这微米级的突破,荣耀的工程师团队曾向那些能"手搓高精度螺丝"的老师傅请 ...
高盛:药明生物-2025 年中国医疗保健企业日-关键要点_收入指引有望达成;产能情况
Goldman Sachs· 2025-07-03 02:41
2 July 2025 | 4:24PM HKT WuXi Biologics (2269.HK): China Healthcare Corporate Day 2025 — Key Takeaways: on-track to deliver revenue guidance; capacity We hosted WuXi Biologics's IR team with investors (virtual) on Jul 2 at our China Healthcare Corporate Day 2025. Bottom line: Mgmt noted 1) on track to deliver FY25 revenue guidance (+12-15% y/y, or +17-20% y/y for continuing operations), supported by robust BD (business development) momentum and healthy new client order; 2) Leading biotech & pharma clients i ...
一文读懂:创新药投资常见的洋词汇
Sou Hu Cai Jing· 2025-07-03 01:46
港股创新药相关指数备受关注,阶段收益亮眼,成为2025年上半年最靓的仔。 2025年,调整三、四年之久的板块——国产创新药,在出海业务加持下,迎来DeepSeek时刻。 既然登上了全球竞争舞台,那么国产创新药的发展和投资,当然就离不开这些洋词汇: 国产创新药BD收入放量,License-out授权交易金额创新高,试水New-Co合作模式,在ASCO国际会议大放异彩,ADC前沿项目完成FIC突破,加速进入 NDA审批环节…… 这些洋词汇分别意味着什么?我们分门别类,一次性梳理明白。 创新药出海 01 什么BD交易?License-out又是什么? BD(Business Development),也就是商务拓展; License-out,也就是"对外授权",属于BD交易的一种重要形式。 "License-out"出海授权模式:国产创新药为了分摊风险和补充现金流,以合作分工的商业模式,把海外的权益用首付款、里程碑、销售分成的方式授权给 跨国药企,在各个阶段获得分成收入。 这种模式在近年来的全球医药市场中逐渐兴起,尤其是在中国创新药领域表现尤为突出。 相比授权给MNC(Multi National Company指 ...
Northann Corp. Announces Compliance with NYSE Guidelines on Audit Opinion Disclosure
Globenewswire· 2025-07-02 21:12
Fort Lawn, SC, July 02, 2025 (GLOBE NEWSWIRE) -- Northann Corp. (NYSE: NCL) (“Northann” or the “Company”) announced that, as disclosed in its annual report on Form 10-K for the fiscal year ended December 31, 2024, which was filed with the Securities and Exchange Commission on July 1, 2025 and amended on July 2, 2025, the audit opinion for such fiscal year contained a going concern qualification from the Company's independent registered public accounting firm. This announcement is being made solely to comply ...
Foxconn Pulls Chinese Staff from India
Bloomberg Technology· 2025-07-02 19:09
So basically, China has seen the fact that manufacturing has been moving outside of China into perhaps Vietnam or indeed India, and they seem to be trying to curtail it. Yes, absolutely. So this move would bring back specialised workers, which is really one of Foxconn's advantages and China's advantages in being able to produce certain devices that are key to global markets, including, of course, Apple's iPhones.Tim Cook has said that the reasons for producing iPhones in China come down not just to reductio ...
ASM announces details of the Q2 2025 conference call and webcast
Globenewswire· 2025-07-02 13:30
Core Viewpoint - ASM International N.V. is set to report its second quarter 2025 financial results on July 22, 2025, and will host a conference call on July 23, 2025, to discuss these results [1]. Company Overview - ASM International N.V. is headquartered in Almere, the Netherlands, and specializes in designing and manufacturing equipment and process solutions for semiconductor device production, particularly for wafer processing [3]. - The company operates facilities in the United States, Europe, and Asia, and its common stock is traded on the Euronext Amsterdam Stock Exchange under the symbol ASM [3]. Investor Relations - For inquiries, ASM provides contact information for investor and media relations, including Victor Bareño and Valentina Fantigrossi, along with their respective contact numbers and email addresses [4].
Kitron receive EUR 4 million Contract for Defense airborne radar application
Globenewswire· 2025-07-02 10:53
Core Insights - Kitron has secured a EUR 4 million order for electronics modules intended for airborne radar applications in the US market, indicating a strong position in the defense sector [1] - The production will utilize Kitron's existing manufacturing capacity in Europe, with deliveries expected to commence in 2026 [1] Company Overview - Kitron is a prominent Scandinavian electronics manufacturing services company, operating in sectors such as Connectivity, Electrification, Industry, Medical devices, and Defence/Aerospace [2] - The company has a workforce of approximately 2,400 employees and reported revenues of EUR 647 million in 2024 [2]
摩根士丹利:清洁能源技术-参议院最新版和解法案的反馈
摩根· 2025-07-02 03:15
July 1, 2025 02:42 AM GMT Clean Tech | North America Feedback on Latest Senate Version of the Reconciliation Bill Our initial read of the bill was very bearish, but we highlight several areas of incremental positive feedback relative to our and investors' first impressions. Key Takeaways With this note, David Arcaro is assuming lead coverage of the North America Clean Tech industry and Array Technologies (ARRY.O), Bloom Energy (BE.N), Enphase Energy (ENPH.O), EVgo (EVGO.O), First Solar (FSLR.O), Fluence Ene ...
ISM manufacturing PMI surprises to upside
CNBC Television· 2025-07-01 14:32
First, economic data just crossing the tape. Rick Santelli has that for us. Rick.Yes. Now, we're going to switch gears from S&P Global's PMIs in manufacturing to ISM. And the headline number better than expected.Expecting a number below 49. It comes in at 49. 49 equals where we were in March of this year.To find a a higher number, you go to you'd have to go to February. So, basically, this is the highest level uh since February. And if we look at prices paid, so sequentially higher also on headline prices p ...
【美国6月ISM制造业连续四个月萎缩】美国6月ISM制造业指数 49,预期 48.8,前值 48.5。美国6月ISM制造业就业指数 45,预期 47.1,前值 46.8。美国6月ISM制造业物价支付指数 69.7,预期 69.5,前值 69.4。美国6月ISM制造业新订单指数 46.4,预期 48.1,前值 47.6。
news flash· 2025-07-01 14:03
【美国6月ISM制造业连续四个月萎缩】美国6月ISM制造业指数 49,预期 48.8,前值 48.5。 美国6月ISM制造业就业指数 45,预期 47.1,前值 46.8。 美国6月ISM制造业物价支付指数 69.7,预期 69.5,前值 69.4。 美国6月ISM制造业新订单指数 46.4,预期 48.1,前值 47.6。 ...