Core Insights - The article highlights the shift in the smart office hardware sector from "function stacking" to "scene deepening," driven by the normalization of remote collaboration and accelerated AI technology implementation [1] - The "Air 2" AI conference headset from "Future Intelligence" has won the "Annual Scene Breakthrough AI Product" award for its innovative approach to addressing pain points in office scenarios [1] Group 1: Product Features and Innovations - The Air 2 headset leverages AI technology to transform the entire process from "hearing" to "understanding, organizing, and summarizing," addressing traditional meeting tool inefficiencies [3] - It integrates advanced speech recognition and natural language processing, supporting real-time transcription in multiple languages and scenarios, including online meetings and offline discussions [3] - The unique "flash recording" feature allows users to record audio without an internet connection, ensuring that information from spontaneous meetings is preserved [3] Group 2: AI Assistant Capabilities - The "viaim AI Meeting Assistant" serves as the core "brain" of the Air 2, automatically analyzing meeting content and generating structured summaries based on user profession [5] - It utilizes advanced semantic recognition technology to extract key tasks and create to-do lists, distinguishing between "all tasks" and "my tasks" for better prioritization [5] - The latest voice activation feature enhances user interaction with the device, promoting convenience and intelligence [5] Group 3: User-Centric Design - The Air 2 emphasizes user experience with a lightweight design and scene integration, creating a competitive advantage in the market [6] - It features an open-ear design and air-directed sound technology, allowing for comfortable long-term wear without discomfort [6] - The ergonomic design ensures that the headset remains stable and comfortable even when worn with glasses, facilitating seamless transitions between various scenarios [6] Group 4: Market Expansion and Recognition - The Air 2 is marketed internationally under the brand name "viaim" and product name "OpenNote," successfully entering North America, Asia-Pacific, and Middle Eastern markets [9] - Its design caters to global users' cross-language and cross-cultural collaboration needs, resulting in rapid growth and positive feedback in overseas markets [9] - The award from Caijing.com recognizes Future Intelligence's product innovation and strategic approach to solving core user pain points through "AI + design" [9]

12月31日，京东X宇树全球首店于京东MALL（北京双井店）开业。宇树科技董事、首席营销官王其鑫 表示，人形机器人进入家庭的时刻可能快要到来了。 他举例称，宇树的4足机器人Go2现在可以做一些简单的事情。"比如取外卖、取快递、跑步帮你背个 水，买菜帮你背包，这些简单的事情他现在都可以完成。" 他表示，人形机器人的技术相比于四足机器人确实要更难一些，但借助AI技术加持，人形机器人新的 技术也一直在突飞猛进。从蛇年春晚上扭秧歌到前段时间在王力宏演唱会上伴舞，它的技术已经有了天 翻地覆的变化。 他表示，人形机器人的技术相比于四足机器人确实要更难一些，但借助AI技术加持，人形机器人新的 技术也一直在突飞猛进。从蛇年春晚上扭秧歌到前段时间在王力宏演唱会上伴舞，它的技术已经有了天 翻地覆的变化。 "我觉得可能再过很短的一段时间，大家就可以真的是在家里，看到人形机器人为我们来提供服务。"他 说。 责任编辑：王翔 责任编辑：王翔 12月31日，京东X宇树全球首店于京东MALL（北京双井店）开业。宇树科技董事、首席营销官王其鑫 表示，人形机器人进入家庭的时刻可能快要到来了。 他举例称，宇树的4足机器人Go2现在可以做一些简单的 ...

Core Insights - The year 2025 witnessed significant transformations in the business landscape, with AI technology moving from experimental phases to large-scale applications, and cross-industry competition becoming the norm [2] - The experiences of various business leaders reflect the dynamic nature of the commercial world, emphasizing the importance of adapting to changes and maintaining ethical standards [2] Group 1: Key Business Figures - Liang Wenfeng led DeepSeek to disrupt the AI industry by releasing the R1 model, which achieved top performance with a low cost of approximately 2.08 million yuan, challenging the dominance of Western AI firms [4] - Liu Qiangdong initiated a fierce competition in the food delivery sector with a "0 commission" policy, investing heavily in subsidies while also expanding into smart robotics and automotive sectors [7][8] - Lei Jun faced significant challenges in the automotive sector, with safety concerns leading to a recall of 116,000 vehicles and a market value loss exceeding 120 billion yuan for Xiaomi [9] - Zhang Yiming maintained a low profile while achieving significant growth for ByteDance, with Douyin's e-commerce GMV reaching 4.3 trillion yuan, marking a 32% increase [14] - Huang Renxun's Nvidia became the first company to surpass a market value of 5 trillion yuan, holding over 80% of the global AI computing power market [15] Group 2: Industry Challenges and Trends - The rise of open-source models poses a challenge to Nvidia's dominance, highlighting the potential for industry disruption and the need for adaptability [16] - The tragic passing of Wang Linpeng, founder of Juran Home, underscores the pressures faced by traditional industry leaders amid market transformations [17][18] - The public backlash against traditional businesses, as seen with Jia Guolong of Xibei, illustrates the increasing demand for transparency and accountability in the food industry [12][13] - The downfall of Zhang Xuefeng, a prominent education influencer, serves as a cautionary tale about the risks of prioritizing commercial success over ethical standards [21]

截至预案公告日，本次发行尚未确定具体的发行对象，因而无法确定发行对象与公司的关系。 截至预案公告日，公司控股股东为任斌，直接持有公司11.42%的股份，通过海南永信大鹏企业管 理中心（有限合伙）间接控制公司10.18%的股份。任斌的一致行动人王陈、陈鹏分别直接持有公司 11.72%、5.74%的股份。任斌直接及间接控制公司39.08%的股份，为公司的实际控制人。本次发行完成 后，任斌及其一致行动人持有的公司股份比例将有所下降，但任斌仍为上市公司的控股股东、实际控制 人。本次发行不会导致公司控制权发生变化。 纵横股份2021年2月10日在上交所科创板上市，发行数量为21,900,000股，发行价格为23.16元/股， 保荐机构（主承销商）为国泰君安证券股份有限公司（现为国泰海通证券股份有限公司），保荐代表人 为蒋杰、徐开来。 公司募集资金总额为50,720.40万元，扣除发行费用后募集资金净额为44,600.52万元，据公司招股 书，公司拟募集资金45,086.31万元，计划用于大鹏无人机制造基地项目、研发中心建设项目、补充流动 资金。 中国经济网北京12月31日讯 纵横股份(688070.SH)昨晚披露202 ...

美国又搞了个新联盟，叫硅和平倡议，英文是Pax Silica，直译成硅的和平。这东西在2025年12月12日正式启动，华盛顿那边开峰会，七国签了份宣言。表 面上看是谈技术合作，保障AI和半导体的供应链安全，但明眼人都知道，这剑锋直指中国，目的是想在关键矿产和芯片领域绕开中国的主导地位。 成员里有美国、日本、韩国、澳大利亚、新加坡、荷兰、以色列、英国、加拿大和阿联酋，这些国家在科技链条上各有分工，美国带头拉帮结派，试图重塑 全球格局。 中国这边没被邀请，外交部直接表态，反对这种排他性小圈子，强调要按市场规则办事，谁想另起炉灶就得自己掂量后果。 这个倡议不是凭空冒出来的，早几年美国就在补贴本土芯片产业，同时全球到处拉盟友。2025年12月11日，美国国务院副国务卿雅各布·赫尔伯格主持峰 会，12日各国代表签字。 名单选得很精，日本管精密制造，韩国有三星和SK海力士这样的芯片巨头，澳大利亚提供矿产资源，新加坡负责物流和金融，荷兰握着ASML的光刻机技 术，以色列擅长算法和软件，英国和加拿大补位资金和技术，阿联酋带点中东影响力。 韩国政府表面配合美国，但私下得权衡经济账。新加坡靠开放中立吃饭，加入这种排他联盟，会不会 ...

来源：港股研究社 京东工业(07618)在资本市场表现亮眼，股价涨超3%。截至发稿时，其涨幅更是达到3.83%，股价报14.1港元，成交额高达3062 万港元。 据人民网财经报道，近日第四场京东品酒会在深圳举办。在此期间，京东工业相关负责人透露了一系列重要举措。京东工业将 借助供应链数智化升级，推动工业产业实现万亿级别的降本目标。通过整合供应链，把节省下来的利润反哺给用户以及产业链 上下游企业。同时，大力推动工业供应链大模型JoyIndustrial的技术创新与场景应用，利用AI技术对生产方式进行全面升级。 值得一提的是，京东工业依托以供应链设施为基础、深度融合数智技术的京东"超级供应链"，打造出太璞数实一体化供应链解 决方案，这一方案十分契合当下中国大型工业企业升级转型的内在需求。凭借自身在供应链基础设施与数智技术方面的双重优 势，京东工业还将陆续发布针对十大工业行业场景的专属方案。 ...

Core Viewpoint - Guangdong Yuntai Hydrogen Energy Technology Co., Ltd. has successfully delivered and signed contracts for a total of 319 hydrogen commercial vehicles, marking a significant step towards the large-scale promotion of hydrogen commercial vehicles in the Baiyun District [1][6]. Group 1: Vehicle Delivery and Applications - The delivered hydrogen commercial vehicles include 18-ton hydrogen fuel cell wing logistics vehicles, 4.5-ton hydrogen fuel cell refrigerated trucks, hydrogen tractors, and 31-ton hydrogen fuel cell concrete mixers, which will be used in high-intensity transport scenarios such as coal transportation, port operations, cold chain logistics, and urban distribution [3][6]. - The vehicles are designed to address operational pain points, significantly improving loading and unloading efficiency and achieving precise temperature control with zero carbon emissions for refrigerated transport [6]. Group 2: Cost Savings and Technological Integration - The delivered vehicles are estimated to save operating companies hundreds of thousands of yuan in fuel costs annually, enhancing the economic competitiveness of green transportation [6]. - The integration of AI technology allows for effective solutions to operational challenges such as "difficulty in finding cargo and refueling," through intelligent scheduling, route planning, and hydrogen refueling optimization [6][8]. Group 3: Market Expansion and Strategic Partnerships - Yuntai Hydrogen Energy is accelerating market expansion, with recent orders including 200 hydrogen buses for public transport and 300 hydrogen refrigerated trucks for logistics [7]. - The signing of a contract for 118 vehicles with Guangzhou Jiaoneng Integration Company will enhance transportation capacity in the Guangzhou area, contributing to the construction of a hydrogen transportation network in the Pearl River Delta [7]. Group 4: Industry Position and Supportive Policies - Yuntai Hydrogen Energy has ranked first in the national hydrogen fuel cell enterprise installation capacity for 2025, demonstrating strong growth momentum [7]. - The Baiyun District government is actively supporting the hydrogen energy industry through policies that provide a comprehensive support system, including financial investments and infrastructure development [9].

Core Insights - The article emphasizes the importance of a diversified and comprehensive investment strategy system in the competitive landscape of quantitative investment, highlighting Duoer Capital Management's leading position in this field [1] Group 1: Traditional Quantitative Investment - Traditional quantitative investment is a core business area for Duoer Capital, which has developed four key strategies leveraging AI technology and market experience [3] - The multi-factor quantitative strategy integrates over 300 alpha factors, dynamically optimizing and adjusting weights based on market conditions, leading to stable excess returns over the past eight years [3] - The statistical arbitrage strategy identifies pricing discrepancies across markets, executing buy and sell operations to capture arbitrage opportunities, serving as a "stabilizer" in the investment portfolio [4] - The high-frequency market-making strategy utilizes advanced computing infrastructure to provide liquidity for ETFs and futures, capitalizing on minute price fluctuations for stable returns [4] - The macro quantitative strategy enhances the investment portfolio's risk resistance and return stability by adjusting asset allocation based on macroeconomic predictions [5] Group 2: Digital Asset Investment - Duoer Capital adopts a cautious yet proactive approach in the rapidly evolving digital asset space, focusing on "limited participation, risk control first" [6] - The CeFi quantitative strategy involves cross-exchange arbitrage and trend-following to capitalize on market volatility, with strict risk controls to manage drawdowns [6] - The DeFi yield strategy engages in liquidity mining and staking, utilizing a risk assessment framework for smart contracts to mitigate risks [7] - The company also invests in blockchain equity and NFTs, leveraging quantitative models to evaluate NFT asset values and diversify risks [7] Group 3: Strategy Synergy - The investment strategy system is not isolated but achieves synergy through scientific portfolio management, balancing returns and risks [8] - The investment team dynamically adjusts strategy allocations based on market conditions, ensuring stable returns across different environments [8] - Low correlation between different strategies enhances the portfolio's risk resistance, smoothing out return fluctuations [8] Group 4: Technical Support - The success of Duoer Capital's investment strategy system is underpinned by a leading fourth-generation AI investment platform that enhances strategy efficiency and effectiveness [10] - The AI platform supports strategy development, backtesting, optimization, and execution, enabling rapid processing of market data and timely decision-making [10] - The platform's self-evolution capability allows strategies to adapt continuously to market changes, maintaining competitive advantages [11] Group 5: Future Outlook - Duoer Capital aims to deepen innovation and optimization of investment strategies, focusing on the application of cutting-edge technologies like AI and blockchain [12] - The company plans to enhance multi-factor and macro quantitative strategies while exploring new investment opportunities in emerging fields like Web3.0 and the metaverse [12] - By integrating cross-domain strategies and maintaining strict risk controls, Duoer Capital is positioned to lead new trends in quantitative investment [12]

首次递表港交所满6个月失效后，龙旗科技于12月29日再度向港交所提交了招股书。 初次递表时，距离其2024年3月成功登陆上交所仅隔15个月——推进"A+H"双资本平台布局节奏紧凑， 背后透出头部ODM（原始设计制造商）厂商于产业变革关键期的紧迫感。苏商银行特约研究员付一夫 向北京商报记者表示，这一布局核心是拓宽融资渠道、匹配ODM行业重资产属性与新业务需求，以抢 占AI风口先机，但也反映出企业资金需求的迫切性，后续研发转化效率值得关注。 招股书资料显示，当前全球消费电子市场正逐步回暖，2024年出货量重回增长轨道，预计2029年将从 21.13亿个增至24.9亿个；而ODM模式凭借成本与效率优势，渗透率持续提升，2024年已占据消费电子 市场46.2%的份额，预计2029年将进一步攀升至50.8%，成为行业主流制造模式。 与此同时，AI技术的爆发式发展正驱动智能产品制造从消费电子向汽车电子、智能机器人等泛生态领 域延伸，AI PC、智能眼镜等新兴品类迎来爆发式增长。 行业集中度较高的背景下，作为行业头部的龙旗科技需要抓紧时间、抓住增长。 01.坐二望一的龙头 弗若斯特沙利文资料显示，以2024年出货量计，龙旗 ...

首次递表港交所满6个月失效后，龙旗科技于12月29日再度向港交所提交了招股书。 初次递表时，距离其2024年3月成功登陆上交所仅隔15个月——推进"A+H"双资本平台布局节奏紧凑，背后透出头部ODM（原始设计制造商）厂商于产业变 革关键期的紧迫感。苏商银行特约研究员付一夫向北京商报记者表示，这一布局核心是拓宽融资渠道、匹配ODM行业重资产属性与新业务需求，以抢占AI 风口先机，但也反映出企业资金需求的迫切性，后续研发转化效率值得关注。 招股书资料显示，当前全球消费电子市场正逐步回暖，2024年出货量重回增长轨道，预计2029年将从21.13亿个增至24.9亿个；而ODM模式凭借成本与效率 优势，渗透率持续提升，2024年已占据消费电子市场46.2%的份额，预计2029年将进一步攀升至50.8%，成为行业主流制造模式。 与此同时，AI技术的爆发式发展正驱动智能产品制造从消费电子向汽车电子、智能机器人等泛生态领域延伸，AI PC、智能眼镜等新兴品类迎来爆发式增 长。 行业集中度较高的背景下，作为行业头部的龙旗科技需要抓紧时间、抓住增长。 01.坐二望一的龙头 弗若斯特沙利文资料显示，以2024年出货量计，龙旗科技 ...