来源：本文综合自Silvaco，谢谢。 Silvaco Group, Inc（"Silvaco"或"公司"）是一家 TCAD、EDA 软件和 SIP 解决方案提供商，通 过 AI 软件和创新实现半导体设计和数字孪生建模，今天宣布战略收购Tech-X Corporation，后者 是光子学、电磁学和等离子体动力学等应用中使用的多物理仿真软件的领先提供商。 Tech-X 尖端工具可以实现： 通过将 Tech-X 独特的多物理场仿真工具与 Silvaco 的 Victory TCAD 平台相结合，客户将能够 为光子学、半导体器件和晶圆级等离子蚀刻创建更精确的数字孪生模型，从而加速整个行业的创 新。Tech-X 为 Silvaco 带来了深厚的专业知识，开发了先进的算法，利用高性能、多节点的 GPU 计算，显著提高仿真速度和准确性。 如果您希望可以时常见面，欢迎标星收藏哦~ 随着 VSim 全球销量的增长，Tech-X 注意到 VSim 框架之外对其他产品的需求。2013 年，首个 版本的 USim（一款带电多流体仿真应用程序）面向消费者发售。最近，Tech-X 发布了 RSim， 这款产品源于 Tech-X 与 N ...

Group 1 - The core viewpoint emphasizes the importance of developing general aviation and low-altitude economy as a significant direction for cultivating new growth momentum in China [1] - The low-altitude economy is characterized by a wide radiation scope, long industrial chain, strong growth potential, and driving force [1] - Ensuring the orderly, stable, and safe conduct of low-altitude flight activities has become a pressing issue that requires comprehensive and in-depth strategies and solutions [1] Group 2 - Accelerating the research and development of anti-jamming and encrypted communication navigation technologies is crucial for low-altitude safety [2] - The application of quantum encryption communication in low-altitude data chains is promoted to ensure secure signal transmission [2] - The establishment of a low-altitude area enhancement system is aimed at improving positioning accuracy to decimeter level and resisting GNSS interference [2] Group 3 - A collaborative platform for airspace management is proposed to refine low-altitude classification and control rules [3] - The responsibilities of various departments, such as civil aviation, public security, air traffic control, and defense, need to be clearly defined to eliminate overlaps and gaps in functions [3] - The establishment of a big data platform for low-altitude regulation is essential for comprehensive lifecycle management and monitoring of flight behaviors [3] Group 4 - A three-tier emergency command system for low-altitude operations is to be constructed to ensure rapid response capabilities [4] - The integration of various emergency response capabilities, including civil aviation and general aviation, is necessary for effective incident management [4] - Specialized low-altitude emergency rescue equipment and trained personnel are critical for improving response times and survival rates during emergencies [4] Group 5 - The low-altitude economy is recognized as a strategic emerging industry and a new engine for high-quality economic development in China [5] - Balancing safety and development in low-altitude management is essential, as it involves complex and sensitive issues related to air traffic order and national airspace security [6] - Strengthening management of low-altitude flights is necessary to ensure the healthy development of the low-altitude economy [6] Group 6 - There is an urgent need to improve low-altitude infrastructure and establish urban low-altitude monitoring networks to ensure effective management of various low-altitude aircraft [7] - Investment in low-altitude safety infrastructure, such as drone detection and identification systems, is recommended to enhance flight safety [7] - The establishment of a robust regulatory framework and increased oversight are vital for reducing safety risks associated with low-altitude flights [7]

丨证券研究报告丨 报告要点 [Table_Summary] 公司发布 2024 年年报和 2025 年一季报。公司 2024 年全年营业收入 73.2 亿元，同比-4.7%； 归母净利润 6.8 亿元，同比-17.6%；扣非净利润 6.9 亿元，同比-11.6%。单季度看，公司 2024Q4 营业收入 35.7 亿元，同比-4.4%；归母净利润 3.8 亿元，同比-20.8%；扣非净利润 4.0 亿元， 同比-16.9%。公司 2025 一季度营业收入 11.1 亿元，同比+9.1%；归母净利润 0.3 亿元，同比 +117.2%；扣非净利润 0.3 亿元，同比+116.2%。 分析师及联系人 联合研究丨公司点评丨国网信通（600131.SH） [Table_Title] 数字化业务节奏影响全年表现，电网 AI 需求蓄 势向前 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 [Table_Author] 邬博华 宗建树 曹海花 司鸿历 袁澎 SAC：S0490514040001 SAC：S0490520030004 SAC：S0490522030001 SAC： ...

4月3 0日，杭州武林银泰百货一楼，在La Pr a iri e莱珀妮、KILIAN PARI凯利安、雅诗兰黛等 国际品牌的环伺中，重装开业的毛戈平品牌专柜前人头攒动——这是由创始人毛戈平先生亲自 操刀设计的一座专柜，也是毛戈平和银泰百货合作二十年的一个美好注脚。 毛戈平先生亲临现场，为这座专柜的开业喝彩。 " 感谢银泰百货和所有老朋友今天来见证这个特别的时刻。从一个小窗口到高端商场的一楼C 位，这座新柜对毛戈平品牌而言，意义非凡。 "剪彩仪式上，品牌创始人毛戈平回忆起品牌的 发展历程，感慨万分。 他表示，" 它不只是一个专柜，也是一个中国品牌的里程碑。 " 全新专柜最大的亮点在于进一步增强了体验式服务，其中护肤、彩妆的试妆区多达十几个。另 外，在专柜的正中间还陈列了毛戈平的香氛系列。除此之外，毛戈平品牌美容坊也同步启用， 为消费者带去更高端、更长线、更丰富的品牌体验。 线下百货商场一直是高端品牌多维展示品牌形象、深度服务顾客的主阵地。作为中国最大的化 妆品实体零售商，银泰百货旗下超半数商场都有化妆品品牌尤其是高端化妆品品牌布局。通过 数字化转型升级、深化服务体验，银泰百货已经成为品牌可持续增长的重要合作伙伴 ...

Group 1 - The 2025 China Youth May Fourth Medal and New Era Youth Pioneer Award were announced, with the Pinglu Canal Youth Commando Team from Guangxi receiving the collective award [1] - The Pinglu Canal Youth Commando Team consists of 50 members, with 32 under the age of 35, and has been involved in the construction of the significant Pinglu Canal project [1] - The team has overcome multiple key technical challenges and developed China's first full lifecycle "digital twin canal" project, participating in two national key R&D projects [1] Group 2 - Eighteen individuals from Guangxi were awarded the 2025 New Era Youth Pioneer Award, including notable figures such as Professor Xie Fei from Guangxi University and General Manager Lai Yuanyuan from Guangxi Rong'an Orange Town Agricultural Co., Ltd. [2] - Awardees have made significant contributions in various fields, including technological innovation, rural revitalization, green development, social service, and national defense [2] - The recipients exemplify the spirit of youth in the new era, achieving remarkable results in their respective roles [2]

Core Insights - The automotive cockpit is emerging as the fourth screen for user interaction, following TVs, PCs, and smartphones. Unity China showcased three innovative technologies at the 2025 Shanghai Auto Show, including a digital twin factory project, a digital smart emotional cockpit, and a vehicle gaming ecosystem based on this fourth screen [1] Group 1: Unity's Automotive Business - Unity China's 3D cockpit solution has a market share exceeding 85%, attributed to product suitability and strong performance on high-end chip architectures like Qualcomm's 8155 [2] - The automotive business has doubled in growth this year, driven by the ramp-up of production for models launched in 2022 and 2023, indicating a rapid growth phase [3] - Currently, gaming accounts for over half of Unity China's business, while automotive business growth is fast but remains below 20% [4] Group 2: Challenges and Opportunities in In-Car Gaming - Car manufacturers are cautiously optimistic about in-car gaming, eager to explore but hesitant to invest heavily due to the limited audience for games in vehicles [7] - Unity aims to act as an intermediary between car manufacturers and game developers, leveraging its engine and toolchain that have already adapted to thousands of vehicles [7] - The economic viability of in-car games is crucial; both car manufacturers and game developers need to see financial benefits, and players must be willing to pay [8] Group 3: Safety and Technical Considerations - Safety remains the top priority for Unity, with limited access to vehicle computing resources, ensuring that gaming does not interfere with critical vehicle operations [9] - Unity's gaming solutions must meet strict performance requirements, focusing on accuracy and responsiveness rather than flashy graphics [9]

新华财经上海4月30日电（记者郭慕清）近日，海博思创（688411）发布了 2024 年年报，在过去一年业绩稳步增长，实现 了营收与净利润的双增长，交出了上市后的首份漂亮"成绩单"。 年报数据显示，2024 年海博思创实现营业总收入 82.70 亿元，同比增长 18.44%；归属于母公司所有者的净利润达 6.48 亿 元，同比增长 12.06%；基本每股收益为 4.86 元，同比增长 11.98%。 数据显示，报告期内，海博思创主要通过销售储能系统产品获取收入和利润。2024年，海博思创的储能业绩可圈可点：储 能行业营收81.93亿元，营收占比99%，同比增长18.27%。储能行业毛利率18.22%，同比减少1.19个百分点。 随着全球能源转型的加速，储能市场需求持续增长。海博思创在巩固国内市场优势的同时，积极拓展海外业务，订单呈规 模增长趋势。年报显示，公司已顺利交付了德国国王湖独立储能电站、芬兰分布式储能电站等海外项目，2024年，公司在 海外市场的营业收入为53871.40万元，毛利率为42.14%。 技术创新一直是海博思创发展的核心驱动力。数据显示，海博思创研发投入持续加大，公司2024年研发费用达2 ...

Group 1 - The company achieved a revenue of 3.308 billion yuan and a net profit of 156 million yuan in Q1 2025, with total assets of 118.505 billion yuan and shareholders' equity of 1.960 billion yuan [1] - The company announced a cash dividend distribution of 1.664 billion yuan, equivalent to 6.23 yuan per 10 shares (tax included), and a share buyback of 4.691 million shares, which will enhance earnings per share [1] - The company has made significant advancements in technology innovation, including the successful development of a 50kg hydrogen-powered drone that achieved a 30-hour continuous flight, setting a domestic record and demonstrating international leading endurance capabilities [1] Group 2 - The company's "black light factory" was recognized as an "excellent intelligent factory" and awarded the "Best Practice in Chinese Intelligent Manufacturing" by the Ministry of Industry and Information Technology in 2024 [2] - The "black light factory," established in 2022, focuses on automation, digitalization, and intelligence, enhancing production reliability and product quality through advanced technologies [2] - The company plans to continue integrating artificial intelligence, big data, cloud computing, and digital twin technologies to create intelligent manufacturing scenarios for high-end aerospace equipment [2]

证券代码：300556 证券简称：丝路视觉 债券代码：123138 债券简称：丝路转债 丝路视觉科技股份有限公司 投资者关系活动记录表 编号：2025-001 投资者关系活动 类别 □ 特定对象调研 □ 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 参与单位名称及 人员姓名 投资者网上提问 时间 2025 年 4 月 30 日 (周三) 下午 15:00-17:00 地点 价值在线（www.ir-online.cn） 上市公司接待人 员姓名 董事长、总裁：李萌迪 独立董事：董明志 独立董事：李丽杰 董事、高级副总裁、财务总监：岳峰 董事会秘书：王瑜 保荐代表人：邹莎 投资者关系活动 主要内容介绍 1、未来的发展怎样？ 答：丝路视觉在 2025 年将以更加坚韧的姿态面对激烈的行 业竞争，充分发挥自身在文化创意领域的优势，进一步巩固自身 核心竞争力，保持业绩的可持续性。继续深耕数字内容创意业务 核心，聚焦产品和服务能力提升；继续强化研发创新投入，设计 创新+运用创新+技术创新；利用 G 端、B 端业务的内容沉淀和品 牌认知优势，持续与智能穿戴厂商共同构建 C 端新 ...