Core Viewpoint - Longqi Technology, a leading ODM manufacturer in smart hardware, has submitted its listing application to the Hong Kong Stock Exchange after just over a year on the Shanghai Stock Exchange, aiming to leverage its strong market position and diverse product offerings in the consumer electronics sector [1][2]. Group 1: Business Model and Market Position - Longqi Technology provides comprehensive ODM services, integrating hardware design, software development, testing, and supply chain management, with a diverse product range including smartphones, AI PCs, automotive electronics, tablets, smartwatches, and smart glasses [1]. - The company is the second-largest consumer electronics ODM globally and ranks first in smartphone ODM shipments as of 2024 [1]. - Major clients include leading brands such as Xiaomi, Samsung, Lenovo, Honor, OPPO, and vivo [1]. Group 2: Financial Performance - Revenue figures for Longqi Technology from 2022 to 2024 are as follows: 29.343 billion RMB, 27.185 billion RMB, and 46.382 billion RMB, while net profits were 562 million RMB, 603 million RMB, and 493 million RMB respectively [1][4]. - The company's gross profit increased over the same period, but the gross margin showed a decline, with figures of 8.1%, 9.5%, and 5.8% for the respective years [4][5]. - In Q1 2025, the company reported a revenue of 9.378 billion RMB, a year-on-year decrease of 9.27%, but net profit increased by 20.33% to 154 million RMB, indicating a recovery in profitability [4]. Group 3: Strategic Growth Initiatives - Longqi Technology has adopted a "1+2+X" strategy to align with new market demands and technological innovations, focusing on smartphones as the core, with personal computing and automotive electronics as key growth areas, and expanding into emerging consumer electronics [2]. - The AIoT and other product segments have shown continuous revenue growth, with figures of 1.887 billion RMB, 2.511 billion RMB, and 5.573 billion RMB from 2022 to 2024, increasing their revenue share from 6.5% to 12% [3][4]. Group 4: Industry Trends and Future Outlook - The rise of AI technology is expected to create significant growth opportunities for Longqi Technology, particularly in the smartphone and PC markets, where AI penetration rates are projected to reach 18% and 32% respectively in 2024 [6]. - Longqi Technology has been proactive in developing AIoT products, launching over 10 million smartwatches in 2023 and achieving significant sales in smart glasses and VR products since 2015 [6][7]. - The company is well-positioned to benefit from the anticipated growth in AI hardware products, which could enhance its performance and appeal to growth-oriented investors in the Hong Kong capital market [8].

本文的主要作者来自北京航空航天大学、北京大学和北京智源人工智能研究院。本文的第一作者为北京航空航天大学硕士生周恩申，主要研究方向为具身智 能和多模态大模型。本文的共一作者兼项目负责人为北京智源研究院研究员迟程。本文的通讯作者为北京航空航天大学副教授盛律和北京大学计算机学院研 究员、助理教授仉尚航。 机器人走出实验室、进入真实世界真正可用，远比想象中更复杂。现实环境常常杂乱无序、物体种类繁多、灵活多变，远不像实验室那样干净、单一、可 控。 想象一下，你正在餐厅吃饭，身边有个服务机器人。你对它说： 「 把第二列最远的黄色寿司盘，放到离我最近的寿司和酱油碟之间的空位上。 」 （左图） 又或者，你希望它 「 拿起最左边、饮料 logo 正对的苹果，放到最近的桌子上，并与之前的苹果排成一排、间距一致。 」 （右图） 这些听起来是我们日常再熟悉不过的指令，其实是一个典型 空间指代（Spatial Referring） 任务。简单来说，就是让机器人通过 「 最远 」 「 第二列 」 「 等间距 」 「 正对着」这 类空间关系，搞清楚要抓哪个对象、放在哪里、或者走向哪个位置。 听着简单，做起来却不容易。哪怕是目前最强大、最先 ...

Core Viewpoint - The RuiPath pathology model, developed by Ruijin Hospital in collaboration with Huawei, aims to enhance the efficiency and accuracy of pathology diagnostics in China by leveraging AI technology [1][5]. Group 1: Model Development and Features - The RuiPath model is a clinical-grade multimodal pathology model that covers 90% of the annual cancer incidence in China, addressing 19 common cancer types and hundreds of auxiliary diagnostic tasks [1][5]. - The model has achieved state-of-the-art (SOTA) performance in 7 out of 14 auxiliary diagnostic tasks tested against 12 mainstream public datasets, surpassing the performance of Harvard's UNI2 model [4]. - The model's core "visual foundation model" was developed using over one million high-quality digital pathology slides from Ruijin Hospital, utilizing Huawei's AI toolchain for annotation, training, and fine-tuning [2][4]. Group 2: Efficiency and Impact - The implementation of the RuiPath model allows pathologists to increase their daily workload from 200-300 slides to 400-500 or more, significantly improving diagnostic efficiency [5]. - The model aims to standardize digital pathology practices across hospitals in China, enabling easier deployment and reducing training costs for other institutions [5][10]. - The collaboration between Ruijin Hospital and Huawei has streamlined the model training process, allowing for the completion of the RuiPath model development with only a 16-card cluster, making it more accessible for hospitals [10][11]. Group 3: Industry Challenges and Solutions - There is a significant shortage of pathology doctors in China, with only about 20,000 available and a gap of 140,000 needed, highlighting the importance of AI solutions in addressing this challenge [5]. - The partnership has evolved through two phases: digitalization and smart pathology, focusing on data standardization and collaborative model development [7][8]. - The use of Huawei's ModelEngine has transformed the annotation process, allowing pathologists to review over 700 slides in a day, thus enhancing both efficiency and accuracy [10].

注意看，这张图画的是谁？ 如果不够明显，那再眯着眼睛看呢。没错，就是蒙娜丽莎。 这张来自日本艺术家北冈秋吉前几天创作的一张图，结果直接把一众大模型难倒了。 ChatGPT只能分辨出这是一张脸。。 Gemini则是直接识别错了人。 白交 发自 凹非寺 量子位 | 公众号 QbitAI 又一个让大模型几乎全军覆没的难题出现了。 大模型不会眯眼睛？ 为了验证这一推论，咱们也进行了一波简单实测。既然直接问「画的是谁」问不出来，那给一点提示，让它可以尝试眯着眼睛。 网友：懂了，大模型不会眯眼睛。 首先来看ChatGPT的表现。 它能准确判断出这是一张视觉错位图，也通过「眯着眼睛」识别出来了具体的脸部轮廓，结果在最后关头识别错了。 再来看看国产玩家的表现，还是挑出三个来看看。 豆包的回答与Gemini类似，能够判断出图像的风格、人脸轮廓，但是无法判断具体任务。 但选择 深度思考 之后，它深入研究了故障艺术的通道分离特性，然后从黑色轮廓中判断出这是 爱因斯坦 （？？？？ 而再让它深度思考一下，答案给不出来了。 Gemini的回答则还停留在各种颜色的条纹，也辨认出这是个侧脸的轮廓。 Grok则直接表示无法辨认，让我提供一张更 ...

中新网武汉7月6日电 (马芙蓉王驰骋)2025年湖北省海峡两岸数字赋农助力乡村振兴论坛6日在武汉举 行，来自两岸农业领域的高校专家、行业协会代表、企业代表等100多人，聚焦智慧农业分享发展经 验，寻找合作机遇。 此次论坛召开前，主办方走访在鄂台企，收集其在科技研发、农业生产方面的困难与需求，并联动专家 团队开展定向帮扶。论坛现场，华中农业大学、湖北省农业科学院等4家科研团队与4家台企代表，签署 了技术合作供需对接协议。 "这次参访交流发现湖北有丰富的农业资源及智慧农业设备。"台湾富丽农村发展基金会董事长龚世明介 绍，他看中湖北一家企业的植物智能培育设备，正洽谈采购细节。湖北"科技小院"人才培养模式，也让 他深受启发。 此次论坛是第十九届湖北·武汉台湾周交流活动之一，由湖北省科协主办。(完) （文章来源：中国新闻网） 湖北是农业大省，素有"鱼米之乡"美誉。借助数字技术、人工智能等新兴技术，湖北推进智慧农业发 展，在基础设施建设、技术应用、产业融合等方面，已取得系列成果。 此次论坛上，发布了湖北省智慧农业领域科技成果，促进供需对接。20多项成果涉及水稻、油菜、棉 花、番茄、柑橘、鱼类、生猪等农产品、水产品，涵盖生 ...

Core Insights - The article highlights the recent trends in financing events within various industries, indicating a total of 108 financing events this week, with a total amount of approximately 11.37 billion RMB, marking an increase from the previous week [4][12]. Financing Overview - This week, there were 108 financing events (excluding mergers and acquisitions), an increase of 4 from last week, with a total financing amount of approximately 11.37 billion RMB, up by 4.64 billion RMB [4]. - Among these, 28 events had financing amounts of 100 million RMB or more, an increase of 6 from last week [4]. - There were 32 public exit cases this week, a decrease of 4 from last week [4]. Financing Amount Distribution - The distribution of disclosed financing events shows 70 events, with amounts ranging as follows: - 5 events below 5 million RMB - 22 events between 5 million and 10 million RMB - 13 events between 10 million and 50 million RMB - 18 events between 50 million and 100 million RMB - 9 events between 100 million and 500 million RMB - 2 events between 500 million and 1 billion RMB - 1 event over 1 billion RMB [5]. Notable Investment Events 1. **Photovoltaic Materials**: Tongwei Co., Ltd. announced that its wholly-owned subsidiary, Yongxiang Co., completed a strategic financing round of approximately 4.916 billion RMB, with funds primarily used for repaying financial institution debts and supplementing working capital [7]. 2. **AI Large Models**: Zhizhu completed a strategic financing round of 1 billion RMB, aimed at building an open platform for model-as-a-service (MaaS) and enhancing AI infrastructure in Shanghai [8]. 3. **AI Chips**: Zhenliang Intelligent announced nearly 1 billion RMB in strategic financing, focusing on high-performance GPU development [9]. 4. **Autonomous Driving Software**: Tiantong Vision completed a D round financing of 500 million RMB, aimed at promoting Robotaxi deployment nationwide [9]. Industry Distribution - The financing events this week spanned 13 industries, with the top five being: - Information Technology: 26 events - Electronics: 25 events - Equipment Manufacturing: 14 events - Healthcare: 10 events - Materials: 9 events [12]. - In terms of financing amount, the top five industries were: - Materials: 49.16 billion RMB (due to Yongxiang's large financing) - Electronics - Information Technology - Equipment Manufacturing - Automotive [14]. Regional Distribution - The top five regions for financing events were: - Guangdong: 17 events - Jiangsu: 17 events - Zhejiang: 16 events - Shanghai: 13 events - Beijing: 13 events - These regions accounted for 70.37% of all financing events [19][20]. Financing Round Distribution - The distribution of financing rounds showed that seed and angel rounds accounted for 59 events, while strategic financing ranked third with 21 events. Early-stage financing (A round and earlier) accounted for 58.33% of the total events [23]. Investment Institutions - A total of 97 investment institutions participated this week, with notable activity from Beijing Guoguan and Jinpu Investment [26].

Core Insights - The article emphasizes the imminent arrival of the humanoid robot era, as highlighted by industry leaders like Nvidia and Tesla during CES 2025, marking a significant shift towards embodied intelligence in 2025 [3] - Major investment banks, Morgan Stanley and Goldman Sachs, have released reports affirming the vast potential of the humanoid robot market, projected to be a trillion-dollar industry, while also detailing the current technological barriers and commercialization challenges [3][4] Investment Trends - The humanoid robot financing landscape is experiencing a bifurcation, with capital increasingly favoring leading startups, as evidenced by significant funding rounds such as The Bot Company's $150 million and Neura Robotics' €120 million [4][5] - In the first half of 2025, global financing in the embodied intelligence sector approached 20 billion yuan, indicating robust investment activity despite a two-tiered market dynamic [4] Company Valuations and Market Dynamics - Leading companies like Zhiyuan Robotics and Yushu Technology have surpassed valuations of 10 billion yuan, with Zhiyuan Robotics valued at approximately 15 billion yuan and Yushu Technology at around 12 billion yuan [7] - The majority of startups in the humanoid robot sector are valued below 3 billion yuan, indicating a highly competitive environment with uncertain prospects for many emerging companies [7] Commercialization Challenges - Despite Yushu Technology's reported annual revenue exceeding 1 billion yuan, the actual commercialization scenarios for humanoid robots remain questionable, with concerns about the sustainability of their business models [9][10] - The article notes that many humanoid robot companies are focusing on educational and research applications rather than industrial use, which may limit their long-term market viability [10] Technological Developments - The humanoid robot sector is entering a phase where companies are expected to develop their own "brains," with a shift towards self-research in foundational models becoming evident [12] - The introduction of DeepSeek's open-source reasoning model presents new opportunities for startups to break free from reliance on tech giants' closed-source models, potentially reshaping the competitive landscape [15] Supply Chain Insights - Upstream core component manufacturers in the humanoid robot supply chain are already reaping benefits, with stock prices of related companies experiencing significant increases [16] - The article highlights the importance of advanced components like dexterous hands and tactile sensors, which are critical for the commercialization of humanoid robots [17]

制造业数字化转型丨 研究报告 核心摘要： 需求端的核心需求没有变，生产制造管理相关、供应链相关等是重点，也是离散制造业的核心诉求 。 只不 过，行业经过几年发展，需求端的对转型认知和期望变的更加理性与聚焦。 就需求端的需求而言，具有两大 特点： 1）地域特色明显，广东、江苏、浙江、山东既是制造业大省，也是积极尝试转型的省份，产业/区 域协同发展、提升数字化转型的基础支撑能力基本是其共性举措；2）从需求场景来看，评优和招标市场有 所区别：评优侧更关注生产制造相关环节的具体落地操作；招标侧则多由各市工业和信息化局采购的，希望 通过转型诊断后找到企业在研发、生产作业、数据、组织战略等环节开展诊断工作，进而给出相应的改造建 议，引导企业顺利转型。 就需求端的转型现状而言， 经过几年发展企业对数字化转型 理性与聚焦并行。理 性 一方面是指需求端在考虑到实际需求后，在战略上高度认可，并确定未来一年在转型支出上增加投入， 且供应商的选择更关注产品及服务的实用性；另一方面则是指面对大模型的热度，需求端虽然积极拥抱，但 是是以客户洞察与营销管理这一大模型更适用的场景为主。 聚焦 主要是指需求端对自身的需求认知更明 晰，即更加聚 ...

★ 宏观动态 ★ "网红医生"被点名！国家卫健委紧急提醒 国家卫生健康委7月4日在北京举行新闻发布会，新闻发言人胡强强表示，国家卫健委将与相关部门一起，加大 互联网健康科普乱象的整治力度。 医疗科普现已成为中国各大网络平台上备受关注的内容。胡强强说，当前，医疗科普是短视频平台的热门话 题，越来越多的医生通过直播和短视频来传播健康科普知识。胡强强指出，但是有的"网红医生"把医疗科普当 作牟利工具，滥用专业权威为自己背书，假借科普名义违规导医导诊，线上问诊，线下引流，直播带货甚至高 价开药；还有的通过夸大治疗效果、虚构病例、杜撰故事等手段误导公众、敛财牟利。胡强强提示，这些行为 严重违反了互联网诊疗管理和广告管理相关的法律法规，请公众不要轻信，防止上当受骗。按照相关规定，患 者需在线下实体医疗机构完成首诊并明确诊断后，才可通过具备资质的互联网医院进行复诊。"生命不是儿 戏，医疗质量安全是底线。"胡强强介绍说，下一步，国家卫健委将与相关部门一起，加大互联网健康科普乱 象的整治力度，维护民众的健康权益。 中国足协：超2.5万人注册"中国足协球员自荐系统" 据农业农村部监测，7月4日，全国农产品批发市场猪肉平均价格为2 ...

Core Viewpoint - The Pangu team emphasizes that the Pangu Pro MoE open-source model is developed and trained on the Ascend hardware platform, and it is not based on incremental training from other vendors' models [1] Group 1 - The Pangu Pro MoE open-source model includes some foundational components whose code implementations reference industry open-source practices, involving portions of open-source code from other large models [1] - The Pangu team asserts that they strictly adhere to open-source license requirements, clearly marking copyright statements for open-source code in the open-source code files [1]