2 月 3 日晚间消息，新浪科技获悉，日前，蚂蚁数科 CEO 赵闻飙发布主题为《携手共进，迈向大模型 新时代 —— 关于大模型组织架构升级的通知》的全员信，宣布蚂蚁数科将成立"大模型技术创新部"， 构建面向 To B 场景的基础大模型及行业模型。据了解，该团队将与蚂蚁集团相关团队协同，攻坚蚂蚁 集团百灵大模型面向 To B 场景的商业化，推动全球企业更好地进入 AI 时代。 赵闻飙在内部信中表示，"过去一年，蚂蚁数科构建的智 能体，已深度嵌入客户的业务流程，在真实生产环境中 稳定运行，已在多家金融机构内形成标杆。这不仅验证 了市场需求的真实性，更确立了我们在企业级 AI 服务 赛道的位置。这些在 AI 产业实践中的突破和创新，让 我们有底气、也有能力将大模型研发进一步拓展至更复 杂的产业数字化领域。" 蚂蚁数科 CEO 赵闻飙拥有上海交大，美国罗格斯大学双 博士学位。于 2016 年加入蚂蚁，一手构建了支付宝与蚂 蚁集团的智能风控体系，在 AI 安全风控领域拥有丰富 经验和技术成果。 赵闻飙在内部信中表示，"过去一年，蚂蚁数科构建的智能体，已深度嵌入客户的业务流程，在真实生 产环境中稳定运行，已在多家金融机构 ...

Investment Rating - The report maintains a "Recommendation" rating for the industry, indicating an expected stock price increase of over 15% relative to the benchmark index within the next 12 months [5]. Core Insights - The report emphasizes that in the Agent era, the ability to transform strong capabilities into high-frequency productivity at lower costs is crucial, highlighting MiniMax's advantages in this regard [4][7]. - Clawdbot has rapidly gained traction, with over 130,000 stars on GitHub and more than 2 million visits to its official website, marking it as one of the fastest-growing open-source technology projects [7]. - The M2.1 model from MiniMax is noted for its efficiency and cost-effectiveness, addressing the high token costs faced by developers in automated programming [7][14]. - The report discusses the importance of multi-modal capabilities in understanding visual information, which enhances the functionality of Agents in various workflows [4][7]. Summary by Sections Industry Overview - The report highlights the transition of large models from mere chat tools to autonomous employees, suggesting that companies with core algorithms and industry interfaces will benefit significantly from the trend towards intelligent automation [14]. Model Performance - MiniMax's M2.1 model is designed to reduce token costs to approximately 8% of Claude Sonnet's pricing, with an innovative billing mechanism that allows for high-frequency usage [7][14]. - The model's long-text capabilities enable it to handle complex workflows, accommodating more extended documents and reducing logical breaks due to truncation [7]. Market Dynamics - The report notes a significant increase in API call frequency and token throughput, driven by the emergence of AI-only communities like Moltbook, which has rapidly amassed a million agent accounts [7]. - The M2.1 model's reasoning and programming capabilities make it a suitable choice for production systems, emphasizing its high cost-performance ratio [7].

科技革命的浪潮正以前所未有的速度席卷全球。人工智能、大数据、物联网、大模型等前沿科技，正在 深刻改变我们的生活方式、生产方式乃至国家治理体系。然而，在创新的璀璨光芒背后，也潜藏着一个 重要风险——数据泄露。它可能瞬间让个人隐私荡然无存，让核心资产灰飞烟灭，让商业机密付诸东 流，更让国家安全暴露于未知的风险之中。面对这场危机，筑牢科技安全防线，已不仅是技术命题，更 是关于未来生存与发展的根本保障。 数据安全再敲警钟 从缓存漏洞导致敏感信息"裸奔"，到数据库失护引发海量数据外泄，亦或是钓鱼网站层出不穷疯狂收割 用户。近年来有多起公开案例显示，面对数字时代的"暗礁密布"，数据安全防护刻不容缓。 2023年3月，因后端缓存漏洞，某境外AI软件服务中断数小时，大量付费用户的聊天标题与历史记录、 银行账户信息、电子邮件地址等信息遭到泄露； 2025年2月，某物联网公司因数据库未加保护，导致该数据库中包括Wi-Fi密码、设备ID、电子邮箱地址 在内的数亿条记录遭到泄露； 截至2025年2月，仿冒DeepSeek的钓鱼网站已超过2000个，此类仿冒网站利用相似域名和界面误导用 户，以此传播恶意软件、窃取个人信息或骗取订阅费用 ...

Core Insights - The company announced its strategic focus on large-scale AI inference chips, aiming to reduce the cost of inference for million tokens by over 100 times within the next three years [2][6] - The global computing power industry is shifting towards inference capabilities, with major players like Google and NVIDIA emphasizing system optimization for efficiency and cost reduction [4][5] Group 1: Company Strategy - The company has established the GPNPU technology route, defined as GPGPU + NPU + 3D stacked storage, to address the challenges of portability, deployability, and sustainable cost reduction [5] - The CEO highlighted five key elements of the company's competitive advantage: technology, production capacity, ecosystem, market, and capital, which collectively support the company's strategic goals [5] - The company is one of the few in China with sufficient domestic production capacity, ensuring high certainty for large-scale chip production and delivery [5] Group 2: Industry Trends - The competition in the inference era is shifting from merely enhancing model parameters to improving application efficiency, focusing on lower inference costs and delivery efficiency [4] - The roadmap aims to align with international mainstream platforms, optimizing key inference stages like long context pre-filling and low-latency decoding to achieve cheaper, more stable, and easier deployment [6] - The essence of competition in the inference era is the cost per inference unit, which must be made affordable and stable for AI to transition from a visible capability to an accessible productivity tool [6]

版面之外，才是真相。 本文来自微信公众号： 版面之外 ，作者：画画，题图来自：AI生成 以下文章来源于版面之外 ，作者画画 版面之外 . 2025年底到2026年初的几个月里，科技圈有个现象挺耐人寻味。 没有盛大的发布会，没有官方通告，但在深圳腾讯大厦、杭州阿里西溪园区、北京字节跳动办公楼 里，指挥大模型战场的人，悄然换上了一副副年轻面孔。 先看腾讯，虽然过去一两年被认为大模型落后，但它丝毫没闲着。先是前 OpenAI 研究员姚顺雨被传 1亿年薪入职腾讯，经过几次辟谣之后，终于在去年底正式加入腾讯，头衔是首席 AI 科学家，直接 向腾讯总裁刘炽平汇报。 就在上周，清华大学计算机系博士、前新加坡Sea AI Lab高级研究科学家庞天宇也入职腾讯，负责多 模态强化学习。在腾讯这种讲究山头和资历的老牌帝国里，这俩人简直是坐着猎鹰 9 号火箭上位 的。 再看阿里。林俊旸，硕士毕业后直接加入阿里AI研究机构达摩院，成为智能计算实验室的算法专 家，专注于大模型研究。今天他已经是阿里最年轻的 P10，也是开源模型通义千问背后的核心推手。 如果你把腾讯、阿里、大模型独角兽这几家的核心人物拉出来，包括 Kimi 的杨植麟，刚被 ...

新浪科技讯 2月3日晚间消息，新浪科技获悉，日前，蚂蚁数科CEO赵闻飙发布主题为《携手共进，迈 向大模型新时代——关于大模型组织架构升级的通知》的全员信，宣布蚂蚁数科将成立"大模型技术创 新部"，构建面向To B场景的基础大模型及行业模型。据了解，该团队将与蚂蚁集团相关团队协同，攻 坚蚂蚁集团百灵大模型面向To B场景的商业化，推动全球企业更好地进入AI时代。 赵闻飙在内部信中表示，"过去一年，蚂蚁数科构建的智能体，已深度嵌入客户的业务流程，在真实生 产环境中稳定运行，已在多家金融机构内形成标杆。这不仅验证了市场需求的真实性，更确立了我们在 企业级AI服务赛道的位置。这些在AI产业实践中的突破和创新，让我们有底气、也有能力将大模型研 发进一步拓展至更复杂的产业数字化领域。" 蚂蚁数科CEO赵闻飙拥有上海交大，美国罗格斯大学双博士学位。于2016年加入蚂蚁，一手构建了支付 宝与蚂蚁集团的智能风控体系，在AI安全风控领域拥有丰富经验和技术成果。 据官方披露，2025年以来，蚂蚁数科以"技术落地"为核心目标，推动AI从实验室走进真实业务场景，聚 焦金融、能源、交通、制造等关键领域，其服务已覆盖100%的国有股份制银 ...

Group 1: Financing Trends - The technology and manufacturing sectors have seen significant financing activity, particularly in artificial intelligence, quantum computing, cybersecurity, and biomedicine [1] - A total of 24 financing events occurred in the domestic primary market from January 26 to February 1, with a total scale of approximately 77.56 billion RMB [2] - The majority of financing cases were concentrated in Shanghai, Beijing, and Guangdong, with 9, 4, and 4 cases respectively [6] Group 2: Sector-Specific Financing - The biomedicine sector completed 4 financing rounds totaling approximately 5.05 billion RMB, while the artificial intelligence sector completed 3 rounds totaling about 3.05 billion RMB [4] - Shanghai Jiyue Star Intelligent Technology Co., Ltd. completed over 5 billion RMB in B+ round financing, setting a record for single financing in the large model sector [14] - Turing Quantum completed several hundred million RMB in B round financing to accelerate its photonic chip and quantum computing industrialization [19] Group 3: Notable Companies and Investments - New Scene Zhiyuan Biotechnology completed over 2 billion RMB in B round financing, focusing on TCR-T cell therapy for solid tumors [10] - Shandong Aikeda Biotechnology completed several million RMB in B round financing, with funds aimed at core technology development and market expansion [11] - Beijing Changting Technology secured 5 billion RMB in a new round of financing from national AI funds, focusing on AI-enabled security [21]

以AI之名，大厂红包大战又回来了。 2026年春节成了这场战争的引爆点。元宝宣布豪掷10亿元之后，千问App投入30亿元启动"春节请客计 划"，大厂重金营销春节档，也让整个国产大模型竞争再度剑拔弩张。 就在腾讯、阿里、字节疯狂投入的同时，昔日的"大模型六小虎"重回聚光灯下，融资上市紧锣密鼓，掀 起新一轮高潮。 回看中国这一轮大模型热潮始于2023年。在明星创业公司最受关注的早期阶段，互联网巨头们还没急于 上前。 三年之后，从早期创业公司唱主角，进入到大厂活跃冲锋在前、小厂不甘示弱你追我赶的新阶段。 战场的硝烟味，不再是单体的模型之战，而是综合向的应用之战、市场之战、人才之战。 不论是巨头还是小厂，每个企业战法与境遇各异，但留在牌桌上意味着站在一条新的起跑线之上，未找 到有效的商业模式之前，众生平等、胜负难分。 年初，智谱、MiniMax先后登陆资本市场，商业化脚步加快。此后，拿到5亿美元融资不足一个月， Kimi推出"最智能"模型。沉寂已久的阶跃星辰不再低调，官宣50亿元融资，AI样本人物印奇加入。 无论手握重金的大厂，还是智谱、MiniMax、Kimi、阶跃星辰等炙手可热的新星，当下的大模型竞争， 大厂小厂 ...

Core Viewpoint - The integration of AI technologies is reshaping the organizational structure of automotive companies, with XPeng Motors merging its autonomous driving and smart cockpit departments into a new General Intelligence Center, led by Liu Xianming, to enhance AI capabilities and resource allocation [5][7]. Group 1: Organizational Changes - XPeng Motors has combined its Autonomous Driving Center and Smart Cockpit Center into a General Intelligence Center, which will focus on AI applications across automotive and robotics sectors [5][7]. - Liu Xianming, previously responsible for autonomous driving, will lead the new center and report directly to CEO He Xiaopeng [5][7]. - The merger aims to centralize AI resources, allowing for more flexible resource distribution and coordinated development between smart driving and smart cockpit technologies [7]. Group 2: Technological Advancements - The new General Intelligence Center will establish secondary organizations focused on foundational models, infrastructure, platform delivery, and product quality, supporting applications in smart driving, smart cockpit, and robotics [5][7]. - XPeng's recent vehicle models, including the Ultra, utilize advanced Turing chips for both smart driving and smart cockpit functionalities, with plans to roll out a self-developed second-generation VLA visual-action model starting March [8]. - The integration reflects a broader industry trend where companies like Tesla are also merging AI capabilities with vehicle production, indicating a shift towards a more unified approach in automotive AI development [8]. Group 3: Strategic Vision - He Xiaopeng has articulated a vision for XPeng to evolve into a global physical AI technology company, leveraging a unified AI technology system to drive various forms of "robots," including cars and humanoid robots, into the global market [8]. - XPeng achieved significant growth in vehicle deliveries, with a total of 429,000 units delivered in the previous year, marking a 126% year-on-year increase [8].

编号：2026-001 证券代码：301448 证券简称：开创电气 浙江开创电气股份有限公司 投资者关系活动记录表 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 方正证券研究所研究员 张其超 时间 2026 年 2 月 3 日（周二）14:00~16:00 地点 公司会议室 公司接待人员 姓名 公司董事、副总经理、董事会秘书张垚嗣先生 投资者关系活 动主要内容 介绍 一、公司目前重点发展的业务方向是什么，请简单介绍一 下。 公司主要从事手持式电动工具整机及核心零部件的研发、 生产、销售及贸易，公司控股子公司燕谷（北京）机器人智能 技术有限公司（以下简称"燕谷机器人公司"）目前处于机器 人前期研发阶段，是公司新的战略布局。 二、燕谷机器人公司与清华大学的合作投入资金情况及进 展情况如何？ 燕谷机器人公司跟清华大学合作正常进展中，第一笔研发 经费 1500 万元按照合作协议已支付清华大学。2026 年 1 月初 已召开联合研究中心管委会第一次会议，通过了联合机构章程 | | 和管委会相关机制，同时决定批准了 ...