Core Viewpoint - The article discusses the emergence of digital human live streaming for e-commerce, highlighting the collaboration between Luo Yonghao and Baidu as a significant step in leveraging AI technology for commercial purposes [1][2]. Group 1: Digital Human Live Streaming - Luo Yonghao's digital avatar effectively replicates his persona, showcasing the potential of AI in live streaming and e-commerce [1]. - The digital human live streaming achieved over 50 million GMV in just 26 minutes, surpassing the performance of a real person in an hour [2]. - The collaboration aims to validate the efficiency of AI in live streaming and extend personal branding [2]. Group 2: Baidu's E-commerce Strategy - Baidu's e-commerce initiative, "Baidu Youxuan," has seen over 200% year-on-year GMV growth in 2024, with digital human live streaming GMV increasing by 11 times [3]. - Despite growth, Baidu's e-commerce still lacks strong recognition compared to giants like Taobao and Douyin, indicating a need for enhanced market presence [3]. - The partnership with Luo Yonghao is seen as a strategy to quickly boost platform visibility and attract users and merchants [3]. Group 3: Market Dynamics and Challenges - The article notes that consumer purchasing decisions still heavily rely on "real human trust," suggesting that the long-term success of digital human e-commerce depends on technology evolution and user habit formation [3][4]. - Baidu's user behavior is traditionally focused on "search-information acquisition," contrasting with the "entertainment-consumption" model of platforms like Douyin [4]. - Other e-commerce platforms are cautious about digital human live streaming, preferring real human hosts for better audience interaction, although future advancements in technology may change this perspective [4].

2025年6月最后一周，全球第二大电子签名平台Adobe Sign将正式退出中国大陆市场。届时，所有尝试 通过Web、App或API集成从中国大陆IP地址访问AcrobatSign的用户（包括发送方、签署方、审批方、 查阅方及其他受支持角色）都将收到"访问被拒绝"错误，并且无法使用Adobe Acrobat Sign。 2022年：封禁中国区Behance社区账号，切断设计师资源库； 2024年：Photoshop个人订阅版在中国大陆彻底消失。 2025年1月：Adobe Sign启动SSL证书更新，中国区服务器被排除在升级名单之外； |背后的根源：AI合规与数据主权冲突 作为全球最大的消费市场之一，中国从来都是跨国巨头商战"兵家必争之地"，那么Adobe为什么撤退的 如此匆忙？ 一切源于云计算趋势下相对尴尬的地缘关系：Adobe早已全面转向云服务体系，现阶段主打的AI功能也 全都基于云计算，Adobe服务条款要求用户"永久授权数据用于AI训练"，但其并没有像苹果那样在中国 境内建立数据中心，不符合中国内地相关法规政策，退出或许也是唯一的结局。 Adobe Sign的这一调整并非突发决策，而是Adobe在中国 ...

Core Viewpoint - The company is experiencing a recovery in performance driven by its global expansion strategy and continuous growth in its marketing services customer base [2]. Financial Performance - In 2024, the company achieved total operating revenue of 3.09 billion, a year-on-year decrease of 21.9%, while the net profit attributable to shareholders was 82 million, showing a slight increase [3]. - The company's payment service fee rate for 2024 was 11.9 basis points, consistent with industry trends, indicating stable commercialization capabilities [3]. Payment Business - The revenue from the one-stop payment service in 2024 was 2.69 billion, down 22.9% year-on-year, primarily due to macroeconomic fluctuations affecting average transaction amounts [4]. - The gross margin for the one-stop payment service reached 14.2%, an increase of 4.5 percentage points year-on-year, demonstrating significant profitability resilience [4]. - The company maintains a leading position in the industry, with peak daily transaction counts approaching 60 million and a 32% year-on-year increase in the number of SaaS partners [4]. Merchant Solutions - Revenue from merchant solutions in 2024 was 340 million, a decrease of 6.4% from 360 million in 2023, but the gross margin remained stable at 87.2% [5]. - The company focuses on higher profitability customer segments, maintaining strong product profitability and cost control [5]. E-commerce Services - Revenue from in-store e-commerce services was 60 million in 2024, down 40.4% from 100 million in 2023, although the gross margin improved from 80.3% to 81.3% [7]. - The company optimized its charging model, ensuring that upfront revenue contributed 50% to in-store e-commerce income, which supports the profitability of each service project [7]. International Expansion - The company's overseas GPV transaction volume exceeded 1.1 billion in 2024, a nearly fivefold year-on-year increase, indicating strong market expansion capabilities [8]. - The company deepened its penetration into vertical markets, adding well-known brands such as Clinique, Bose, Leica, and Xiaomi to its client roster, enhancing business resilience [8]. - The company joined major payment networks like Visa, Mastercard, and UnionPay International, and established deep collaborations with banks such as Citibank, HSBC, and Barclays to improve global payment network coverage [8].

Core Viewpoint - The article highlights the success story of YingShi Innovation (Insta360) and its founder Liu Jingkang, emphasizing the company's rapid growth and significant market position in the panoramic camera industry, marking a notable achievement for a post-90s entrepreneur in the Chinese tech landscape [2][6][30]. Company Overview - YingShi Innovation was established in 2015 and specializes in products such as action cameras, VR cameras, and panoramic cameras, holding the largest market share in the global panoramic camera sector and the second-largest in action cameras, following GoPro [5][23]. - The company reported a revenue of 5.574 billion yuan in the previous year, with 80% of its sales coming from overseas markets, and a net profit of 999.5 million yuan [6][23]. IPO and Market Performance - On June 11, 2025, YingShi Innovation went public on the STAR Market, with an initial offering price of 47.27 yuan, which surged by 285% on the first day, reaching a market capitalization of over 70 billion yuan [6][25]. - The company has seen consistent revenue growth over the past three years, with revenues of 2.041 billion yuan, 3.636 billion yuan, and 5.574 billion yuan, and net profits of 407 million yuan, 830 million yuan, and 999.5 million yuan respectively [23]. Product Development and Innovation - The company began with a camera accessory and transitioned to hardware, facing challenges in talent acquisition and material sourcing, which led to relocating to Shenzhen [18][19]. - YingShi's first major product, Nano, gained significant attention at CES 2016, leading to a rapid increase in revenue from zero to 20 million yuan within a month [19]. - The launch of the X series in 2018 established a stable revenue model, and the company has since expanded its product line to include various camera types and accessories [19][22]. Market Strategy and Future Outlook - Liu Jingkang emphasizes the importance of innovation and understanding user needs, aiming to maintain a competitive edge despite increasing competition in the market [30][36]. - The company is exploring AI technology to enhance user experience and streamline video editing processes, indicating a focus on future growth and adaptation to market demands [28][29]. - YingShi's market share in the panoramic camera segment has reached 67.2% in 2023, with expectations to grow to 81.7% by 2024, indicating strong market dominance [25].

撰文丨王聪 编辑丨王多鱼 排版丨水成文 据估计，博物馆等机构收藏的艺术品中，大约 70% 存在不同程度的损坏。以绘画艺术品为例，其修复往往要耗时数月，需要结合损坏情况进行分析、加固、清 洁，然后对图像受损部分进行填补 （补色） 。整个过程耗时耗力，且成本高昂，这意味着大量的艺术品无法得到及时修复，只能被存放起来，远离公众视线。 目前，数字图像修复已被用作对修复成果进行可视化的工具，以便协助修复人员，但目前这一重建技术无法用于传统修复之外的途径。 2025 年 6 月 11 日，麻省理工学院的博士生 Alex Kachkine 作为唯一作者，在国际顶尖学术期刊 Nature 上发表了题为 ： Physical restoration of a painting with a digitally constructed mask 的研究论文。 该了报道了一种 利用 AI 技术快速修复受损绘画艺术品 的方法，通过 可移除的、数字化构建的薄膜覆盖画作，在视觉上 修复画作的受损区域。论文作者通过修复 一副 15 世纪晚期的严重受损的木板油画进行了演示，使用这种技术比手工修复要快近 70 倍，从而能够帮助收藏机构将原本因 ...

2025年6月11日，招商证券携手大成基金在深圳隆重举办"智启新航，企动未来"上市公司交流会。 搭建交流平台，凝聚生态共识 招商证券总裁朱江涛出席本次会议并在开场致辞中表示，当前经济持续复苏，新质生产力培育加速，AI技术渗透与资本市场改革的深化，都为上市公司的发展带来 了新的机遇与挑战。作为国务院国资委体系内规模最大的证券公司，招商证券紧密围绕上市公司数字化升级与产融结合需求，依托招商局百年积淀与全牌照业务优 势，全面升级"招证企航"综合金融服务，为企业提供贯穿"萌芽、成长、扩张、成熟"全生命周期的金融服务。招商证券希望成为资本市场链接价值、催化创新、共 筑繁荣的"生态枢纽"，打造思想碰撞与资源对接的平台，联合机构投资者、企业家，构建共生共荣的"机构—企业"生态圈，书写服务国家战略、推动高质量发展、 建设金融强国的时代答卷。 大成基金副总经理赵冰、招商证券总裁助理尹虹艳出席本次会议。招商证券宏观首席分析师张静静、华为技术有限公司昇腾产品线资深架构总监马满想、大成基金 基金经理助理童若琰、招商证券投行委董事宋天邦等与会专家深入剖析了全球产业链重构中国经济韧性、AI算力发展对产业的影响，以及并购重组新政下的市场机 ...

Group 1 - The event is the 2025 Fifth Start Point Two-Wheeled Vehicle Battery Swap Conference and Lightweight Power Battery Technology Summit, focusing on the growth of the battery swap market and technological advancements in the industry [3][4] - The conference will feature the release of the "2025 China Two-Wheeled Vehicle Battery Swap and Battery TOP Rankings and Industry White Paper," which includes rankings for top manufacturers and operators in the sector [3][4] - The global two-wheeled vehicle battery swap market is experiencing rapid growth driven by policy support, demand for instant delivery, and technological upgrades, presenting new opportunities for Chinese companies [3][4] Group 2 - The event will take place on July 10-11, 2025, at the Shenzhen Baon International Hotel, with an expected attendance of over 600 participants [4] - The agenda includes various specialized forums discussing trends in electric two-wheeled vehicles, battery technology, and the challenges and opportunities in the battery swap market [5][6] - Key topics will include advancements in lithium and sodium batteries, safety standards, and the impact of new regulations on the industry [5][6] Group 3 - Notable participating companies include major players in the electric two-wheeled vehicle and battery swap sectors, such as Meituan, Didi, and various battery manufacturers like CATL and BYD [7][8] - The conference aims to facilitate discussions among industry leaders, researchers, and investors to foster collaboration and innovation in battery technology [3][4] - The event will also address the growing demand for lightweight power batteries in emerging applications such as low-altitude flight and smart home technologies [3][4]

近日，平安健康险在上海举办成立20周年主题活动，宣布推出"省心、省时、省钱"服务承诺：针对出险 客户，依托AI技术升级"出院即赔"服务，住院前报案且资料齐全者，出院当日即可完成赔付；针对健康 客户，联动专业机构推出"20年感恩回馈"活动，提供10万份稀缺健康礼品及不限量折扣券，覆盖全量客 户需求。 ...

Core Viewpoint - The company focuses on technological innovation and green development, aiming to provide efficient and sustainable solutions for the industry [1] Group 1: Technological Collaboration and Innovation - The company has partnered with Zhejiang University to launch a power electronics technology platform, addressing industry pain points and enhancing system efficiency, lifespan, and reliability [2] - A joint research center has been established to conduct collaborative research with short, medium, and long-term goals, ensuring the delivery of cutting-edge technology and competitive products [2] - The company, in collaboration with Schneider Electric, released a white paper on "Comprehensive Protection," proposing a new protection concept to enhance the safety of battery energy storage systems [4] Group 2: Product Development and Certification - The company’s liquid-cooled modular PCS has received the "Guardian Product Certification" from the China Quality Certification Center, marking it as one of the first to achieve this certification in the country [7] - The breakthrough in modular PCS technology supports the stability of new power grids and facilitates the large-scale integration of renewable energy [7] Group 3: Advanced Energy Storage Solutions - The company showcased the MagicBlock modular technology platform and the HyperBlock M energy storage system, which offers flexible configurations for various applications, enhancing transport efficiency and reducing costs [8] - The HyperBlock IV energy storage system redefines industry standards with a single cabin capacity exceeding 8MWh, a 40% increase in energy density, and over 28% space savings [11] - Key features of the HyperBlock IV include enhanced safety measures, economic efficiency, intelligent operation, and high reliability through rigorous testing and AI integration [11] Group 4: Digital Transformation and AI Integration - The company is advancing towards becoming a "smart energy decision-making hub" through the integration of AI and digital technologies across the entire lifecycle of energy storage [12] - By leveraging AI models, domain knowledge, and real-time data, the company has developed a comprehensive platform for energy storage applications, enhancing value-added services throughout the lifecycle [12]

在快速换型、柔性制造 方面 ，新产线凭借标准化电芯、平台化电池包及差异化电化学体系，建立了便 于重新配置以满足新型电池的差异化需求的生产流程。 同一产线满负荷生产相同尺寸不同电化学体系 电芯产品的切换时间短至 3 天，同一产线满负荷生产不同尺寸电芯产品的切换时间短至 50 天。 在AI技术应用方面 ，新产线结合公司智慧大数据平台，通过AI深度学习、边缘计算、AI视觉等高算力 技术在工厂全场景应用，构建质量闭环控制系统，可在生产过程中实时分析、及时调节并校准设备工艺 参数，经验沉淀成系统模型，减少了对人员的依赖，产品制造过程高度可控，从而提高产品品质一致 性。 据悉，本项目为正力新能进一步优化产品布局，提升自身竞争力的关键布局。其 核心产品覆盖 BEV/PHEV/EREV多路径动力电池 ， 凭借先进技术的研究和导入，持续提升产品在安全性、高能量 密度、快充速度、长循环寿命等核心指标，精准切入新能源及储能领域的高质量产能市场需求，助力企 业开辟新的增长极。 END 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：正力新能 正力新能银河 B 区基地 25GWh ...