Group 1: Event Overview - The 20th "China Optics Valley" International Optoelectronic Exposition was held in Wuhan from May 15 to 17, showcasing nearly a hundred cutting-edge technological innovations in the global optoelectronic field [1][2]. - The event highlighted the integration of advanced optical technologies across various industries, emphasizing their role in enhancing everyday life [1]. Group 2: Key Innovations - A portable laser device showcased by Huagong Technology Co., Ltd. can effectively remove rust and oil, demonstrating the versatility of laser applications in manufacturing [1]. - The newly developed hollow-core fiber optic by Yangtze Optical Fibre and Cable Joint Stock Limited Company can transmit data at a rate of 1.2TB per second, equivalent to 150 HD movies of 8GB each, offering significant advantages over traditional glass-core fibers [2]. - The humanoid robot developed by Wuhan Haocun Technology Co., Ltd. features a motion control system that achieves a precision of 0.001 degrees and a response time of under 3 milliseconds, indicating advancements in robotics and AI integration [3]. Group 3: Industry Insights - The optoelectronic information industry is recognized as a strategic high-tech sector with broad applications, poised for breakthroughs in China [3]. - The exposition serves as a platform to showcase China's innovation capabilities in the optoelectronic information field and aims to gather global expertise to drive industrial chain upgrades [3].

Core Viewpoint - The report emphasizes the growing importance of "threat intelligence" in the context of increasing cybersecurity threats, shifting from passive to proactive security strategies [1][2][3] Market Overview - The report provides a comprehensive analysis of the current state of the threat intelligence market in China, including market size, key players, and future trends [1][2][37] - It highlights the significant growth in cyber threats, with a 76% increase in the number of victims of large-scale ransomware attacks and a 102% increase in attack frequency in certain industries [3][6] Development Insights - Future trends in the threat intelligence industry are explored, focusing on three main areas: international expansion of intelligence, AI large models, and vulnerability intelligence [2][70][74] - The report discusses the evolution of threat intelligence in compliance, technology, and application, indicating potential market opportunities [2] Background on Cyber Threats - The global landscape of cyber threats is characterized by an increase in both the number of attackers and the frequency of attacks, with significant impacts on various industries [3][6][11] - The digital transformation of enterprises is expanding their exposure to cyber threats, necessitating more comprehensive and timely protective measures [6][11] Threat Intelligence Definition and Value - Threat intelligence is defined as a high-level capability that enhances the proactive and timely defense of security products, allowing for real-time collection and analysis of global threat information [16][19][22] - The value of threat intelligence lies in its ability to improve proactive defense capabilities and enhance overall security operations for enterprises [22] Comparison of Domestic and International Development - The development trajectory of the threat intelligence industry in China is similar to that of overseas markets, but it lags in speed and maturity due to a later start [24] - Differences in security needs have led to variations in the integration of threat intelligence products between domestic and international markets [24] Business Models in China's Threat Intelligence Industry - The market primarily utilizes two approaches: direct application and consumption of threat intelligence data and platforms, and integration with security monitoring and response products [27] - The report outlines three types of pure intelligence products and various integration methods that form comprehensive products [27] Product Capabilities and Competitiveness - Key product capability indicators include accuracy, richness, and timeliness, while vendor competitiveness is driven by data and technology [30] - The ability to collect and analyze security big data is identified as a core competitive advantage for companies in the threat intelligence sector [30] Characteristics of Major Vendors - Major vendors in the threat intelligence space are differentiated by their foundational data, service experience, and business characteristics, leading to unique product capabilities [33] - The report provides a comparative analysis of five major vendors, highlighting their strengths and market positions [35] Market Size and Growth - The threat intelligence market in China experienced a short-term decline due to the pandemic, with a projected market size of 1.61 billion yuan in 2024, reflecting a slight decrease from 2023 [37][38] - The report anticipates a steady growth phase for the industry, driven by increasing security demands and product integration [38][41] Competitive Landscape - The market is characterized as low-concentration and oligopolistic, with leading firms like 微步在线, 腾讯安全, and 奇安信 establishing competitive advantages through differentiated capabilities [41] - The integration of new technologies such as AI and big data into threat intelligence is expected to drive competition and innovation in the industry [41] Vendor Solutions - Major vendors like 微步在线, 奇安信, and 腾讯安全 offer comprehensive threat intelligence solutions, leveraging advanced technologies to enhance security measures [45][58] - These solutions include various products and services aimed at improving threat detection, response, and overall security posture for enterprises [48][55][61]

DeepSeek 发自 凹非寺 量子位 | 公众号 QbitAI 未来同事，你好~ 这是一则 招聘帖 。 量子位 是一个关注AI及前沿科技的新媒体平台，我们着迷于全新技术和趋势带来的改变，并 正致力于帮助更多人第一时间看懂新趋势、新机遇。 如果你与我们志同道合，对 AI大模型、具身智能、终端硬件、AI新媒体编辑 感兴趣，我们 正在招聘这些领域的原创作者。 以下岗位均为全职，工作地点：北京中关村。 岗位面向：社招、应届毕业生，所有岗位均可实习——表现出色均可转正 加分项： 加入我们，你可以获得： 乐于探索AI新工具，善用AI新工具； 拥有解读论文的能力，能深入浅出讲解原理； 有写代码能力； 量子位长期读者。 站在AI浪潮之巅 ：第一时间接触和了解AI领域最新技术和产品，构建完整的AI认知 体系。 玩转AI新工具 ：将各种AI新技术、新工具应用于工作，提升工作效率和创造力。 打造个人影响力 ：通过撰写独家原创内容，建立个人知名度，成为AI领域的意见领 袖。 在招岗位包括： AI大模型方向编辑作者 你需要做什么？ 我们希望你是： 拓展行业人脉 ：与AI领域大咖零距离接触，参与重要科技活动和发布会，拓展行业 视野。 ...

于2025年5月16日，本集团与恺英网络签订三年(2025年至2027年)游戏产品合作备忘录(游戏产品合作备 忘录)。该产品合作备忘录涵括的IP及游戏产品，不仅包括在延续经典IP上开发的新游戏，如：《龙腾 传奇》《王者传奇2》《虎卫战神》等"传奇"IP游戏、《新月大陆》《代号：高清》等"奇迹"IP游戏、 《热血江湖：觉醒》等"热血江湖"IP游戏、开放世界大型3D游戏《斗罗大陆：诛邪传说》等"斗罗大 陆"IP游戏等，还包括如"笑傲江湖""射鵰三部曲"("射鵰英雄传"、"神鵰侠侣"、"倚天屠龙记")在内的"金 庸武侠"IP。 本集团一直视恺英网络为长期战略合作伙伴。我们的中国经营实体之一江西贪玩信息技术有限公司运营 的游戏平台"贪玩游戏"便与恺英网络旗下核心研发附属公司浙江盛和网络科技有限公司始终秉持"研发 +发行"的协同发展模式，在经典IP价值挖掘与全球化布局层面取得显著成效。合作伊始，双方围绕"传 奇"、"奇迹"、"热血江湖"等经典IP的研发、发行及市场推广展开，成功打造了《原始传奇》《全民江 湖》《神兵奇迹》等多款现象级游戏。我们不断拓展经典IP的多元形态(如H5游戏、小程序游戏等)，延 长游戏生命週期。同 ...

01 森合创新无力维持运营，让创投圈大感意外。 在一些VC/PE投资人看来，2025年是机器人"元年"，受益于DeepSeek等AI大模型赋能，人形机器人赛道 热闹非凡，进而拉动整个机器人产业跟着一起沾光。DeepSeek显示，"2025年Q1机器人领域融资呈现爆 发性增长，其中国内贡献超40亿元，占全球份额50%以上，4月融资规模预估达60.5-71.5亿元，较3月增 长2-3倍，亿元级融资事件环比增长87.5%。" 可以说，整个机器人产业形势、前景一片大好。机器人公司也"不缺钱"，市场上超一半VC/PE把机器人 当做长期投资的方向。"2024年世界机器人大会"数据显示，参展的中国机器人创业公司中，VC/PE渗透 率超75%，覆盖从早期研发到商业化落地的全链条。所以，但凡有点高超技术的公司，在机器人产业投 融资大热的环境下，很难把公司"干崩盘"。 尤其是非人形机器人赛道。人形机器人虽然最热，但整体产业尚处早期阶段、未形成真实的商业化落 地。网红投资人、金沙江创投主管合伙人朱啸虎指出，"人形机器人缺乏明确的商业化场景，其应用多 局限于高校研究、企业展示等非规模化需求，客户群体模糊且难以覆盖高昂成本。"朱啸虎的 ...

Group 1 - The company held a quarterly performance briefing on May 9, 2025, to discuss its first-quarter results and participated in an online investor reception day organized by the Xiamen area [1] - The meeting included interactions between the company representatives and investors, addressing common concerns within the limits of information disclosure [1][2] Group 2 - Investors inquired about the application of AI large model technology in engineering hospital projects, to which the company responded that it is developing an intelligent detection AI Q&A assistant based on its extensive engineering experience and data resources [2] - The company is also involved in the low-altitude economy sector, with its subsidiary participating in feasibility studies for related projects, aligning with national strategic policies [2] - Regarding share repurchase expectations and potential participation in state-owned enterprise reforms, the company stated that it currently has no plans for share buybacks and is not part of any index component [2] - The company confirmed ongoing projects with no current collaborations with Taiwanese enterprises, despite investor interest in potential partnerships [2]

| |  特定对象调研 □ 分析师会议 | | | | --- | --- | --- | --- | | 投资者关系活动 | □ 媒体采访  业绩说明会 | | | | | □ 新闻发布会 □ 路演活动 | | | | 类别 | □ 现场参观 | | | | | 其他（反路演活动）  摩根士丹利、益尚资本、GIC、泰康资管、华商基金、广发基金、北京 | | | | | 人寿、中信建投资管、博润银泰、博时基金、鹏扬基金、财通资管、德 | | | | 参与单位名称 | 邦基金、华宝基金、银河基金、西部利得基金、国投瑞银基金、中银基 | | | | | 金、梵星投资、国投证券、长江养老投资、华源证券、西部证券、东北 | | | | | 证券、长江证券 | | | | 时间 | 年 月 日 2025 5 16 | | | | 地点 | 公司会议室、券商策略会 | | | | 上市公司接待 | 董事会秘书 赵楠女士 | | | | 人员姓名 | 池雨坤先生 证券事务代表 | | | | | 1、公司功率预测服务电站服务规模和续费率的情况如何？后续公司在 | | | | | 电站拓展方面有何规划？ | | | | ...

DeepSeek 发自 凹非寺 量子位 | 公众号 QbitAI 如果你与我们志同道合，对 AI大模型、具身智能、终端硬件、AI新媒体编辑 感兴趣，我们 正在招聘这些领域的原创作者。 以下岗位均为全职，工作地点：北京中关村。 岗位面向：社招、应届毕业生，所有岗位均可实习——表现出色均可转正 加分项： 加入我们，你可以获得： 乐于探索AI新工具，善用AI新工具； 拥有解读论文的能力，能深入浅出讲解原理； 有写代码能力； 量子位长期读者。 站在AI浪潮之巅 ：第一时间接触和了解AI领域最新技术和产品，构建完整的AI认知 体系。 玩转AI新工具 ：将各种AI新技术、新工具应用于工作，提升工作效率和创造力。 打造个人影响力 ：通过撰写独家原创内容，建立个人知名度，成为AI领域的意见领 袖。 未来同事，你好~ 这是一则 招聘帖 。 量子位 是一个关注AI及前沿科技的新媒体平台，我们着迷于全新技术和趋势带来的改变，并 正致力于帮助更多人第一时间看懂新趋势、新机遇。 AI大模型方向编辑作者 你需要做什么？ 我们希望你是： 拓展行业人脉 ：与AI领域大咖零距离接触，参与重要科技活动和发布会，拓展行业 视野。 获得专业指导 ： ...

Core Insights - The article discusses the recent funding rounds for underwater robotics company Shihang Intelligent, highlighting its leadership in the domestic market and the need for continuous technological iteration to enhance efficiency and reduce costs [2][3][5]. Company Overview - Shihang Intelligent has completed its third round of financing within two years, raising a total of 50 million yuan in the latest rounds, with participation from various investors including China Merchants Group and Sequoia Capital [2][3]. - The company aims to develop versatile underwater robots capable of operating at depths of up to 10,000 meters, targeting the vast potential of the ocean, which covers over 70% of the Earth's surface [3][5]. Market Potential - The underwater robotics industry in China had a market size of 11.02 billion yuan in 2022, with projections to exceed 40 billion yuan by 2027, indicating significant growth potential [8]. - Despite the current low self-sufficiency rate of high-end marine engineering equipment in China (less than 5%), the industry is expected to expand due to strong government support for marine resource development [5][8]. Technological Advancements - Shihang Intelligent has developed over 150 intellectual property rights related to underwater robotics and has achieved significant advancements in various systems, including propulsion, control, and navigation [7]. - The company's first commercial underwater cleaning robot, "Orca," has been well-received in the market, reportedly achieving double revenue growth last year and outperforming international competitors in efficiency and cost [7][8]. Leadership and Vision - The CEO, Chen Xiaobo, emphasizes the importance of long-term investment in technology and the need for patience in the robotics industry, advocating for a focus on solving real-world problems through innovation [10][11]. - The company plans to launch the OceanX series of products in the fourth quarter of this year, reinforcing its commitment to becoming a leader in the underwater robotics sector [12].

DeepSeek 发自 凹非寺 量子位 | 公众号 QbitAI 未来同事，你好~ 这是一则 招聘帖 。 量子位 是一个关注AI及前沿科技的新媒体平台，我们着迷于全新技术和趋势带来的改变，并 正致力于帮助更多人第一时间看懂新趋势、新机遇。 如果你与我们志同道合，对 AI大模型、具身智能、终端硬件、AI新媒体编辑 感兴趣，我们 正在招聘这些领域的原创作者。 以下岗位均为全职，工作地点：北京中关村。 岗位面向：社招、应届毕业生，所有岗位均可实习——表现出色均可转正 加分项： 加入我们，你可以获得： 乐于探索AI新工具，善用AI新工具； 拥有解读论文的能力，能深入浅出讲解原理； 有写代码能力； 量子位长期读者。 站在AI浪潮之巅 ：第一时间接触和了解AI领域最新技术和产品，构建完整的AI认知 体系。 玩转AI新工具 ：将各种AI新技术、新工具应用于工作，提升工作效率和创造力。 打造个人影响力 ：通过撰写独家原创内容，建立个人知名度，成为AI领域的意见领 袖。 在招岗位包括： AI大模型方向编辑作者 你需要做什么？ 我们希望你是： 拓展行业人脉 ：与AI领域大咖零距离接触，参与重要科技活动和发布会，拓展行业 视野。 ...