在人形机器人、AI智能硬件、电动车需求趋势火爆之际，头部公募基金公司另辟蹊径，选择在"卖铲子"领 域进行举牌操作。 东岳集团在2024年中期业绩报告中披露，截至2024年6月30日，集团实现营业总收入72.6亿元，同比增长 0.87%。净利润达到3.08亿元，同比增长8.38%，毛利率为19.83%。中国市场贡献了84.84%的收入，而国际市 场中，巴基斯坦、越南、尼日利亚、土耳其的收入占比分别为0.34%、0.36%、0.36%、0.48%。在地区分布 上，西亚中东地区的主要客户为阿联酋，收入占比为1.20%；美洲市场的核心客户为美国，收入占比为 1.47%；日本和韩国的收入占比分别为2.19%和2.35%；欧洲的收入占比为2.70%。 香港联交所最新交易信息显示，易方达公司日前在港股市场增持新材料龙头——东岳集团，后者为全球最大的 PTFE材料供应商，由于PTFE材料相比之前人形机器人所使用的PEEK材料，具有更低的成本和更高的性能， 因此被视为推动人形机器人赛道实现大规模量产的关键替代材料。 易方达基金此次南下举牌PTFE材料供应商，或是通过"卖铲子"的逻辑来规避机器人赛道拥挤问题，与此同 时，部分专注 ...

Group 1: Industry Trends - The technology sector remains highly active in the capital market, with the government report for 2025 emphasizing the establishment of a growth mechanism for future industries, including biomanufacturing, quantum technology, embodied intelligence, and 6G [1] - The release of the first general AI agent, Manus, has further ignited enthusiasm in the capital market, particularly for humanoid robots, AI agents, and 6G concept stocks [2] Group 2: Company Performance - Zhenyu Technology has seen a significant stock price increase of 149% year-to-date, while Meili Technology has risen by 136.5%, with Meili's stock surging 53.6% since March [2] - As of March 7, Zhenyu Technology's stock closed at 173.41 CNY per share, marking a 20% increase [3] - On March 7, Zhenyu Technology's institutional investors net sold 181 million CNY, while northbound funds net bought 37.06 million CNY [4] - Meili Technology announced that its stock experienced a cumulative price deviation exceeding 30% over three consecutive trading days, indicating abnormal trading activity [5] Group 3: Institutional Activity - Institutional investors showed significant trading activity in humanoid robot stocks, with three institutions collectively buying 220 million CNY and selling 214 million CNY, resulting in a small net purchase [8] - Three-dimensional communication stocks have gained attention following their mention in the government report, with a 15.32% increase in March [8] - On March 7, three-dimensional communication stocks saw a 4.53% decline, with a trading turnover rate of 44.50% [9] Group 4: AI Agent Market - The AI agent market is gaining traction, with the launch of Manus generating significant interest, and discussions at the National People's Congress highlighting the importance of AI agents in various industries [11] - Newcap and Kute Intelligent have also seen substantial stock price increases, with Newcap rising 50.9% in March [12] - Kute Intelligent's stock increased by 11.10% on March 7, with a trading volume of 3.195 billion CNY and a turnover rate of 61.88% [14]

Key Points - The article discusses various important news and updates related to the investment landscape, including new stock offerings, economic data, and government policies affecting trade and real estate [2][4][5][6][7][8][11][12][19][20]. Group 1: New Stock Offerings - Jiangnan New Materials has a new stock offering with a subscription code of 732124 and an issue price of 10.54 yuan per share, with a subscription limit of 11,500 shares [2]. Group 2: Trade Policies - The State Council Tariff Commission announced that Canada will impose a 100% tariff on Chinese electric vehicles starting October 1, 2024, and a 25% tariff on Chinese steel and aluminum products starting October 22, 2024. In response, China will impose tariffs on Canadian canola oil, oilseed meal, and peas starting March 20, 2025, and a 25% tariff on Canadian seafood and pork [4]. Group 3: Economic Data - In February 2025, China's consumer price index (CPI) decreased by 0.7% year-on-year, with food and tobacco prices down by 1.9%, contributing to a 0.54 percentage point decline in CPI. The producer price index (PPI) also saw a year-on-year decrease of 2.2% [5]. Group 4: Real Estate and Urban Development - The Minister of Housing and Urban-Rural Development stated that all old residential areas built before 2000 will be included in urban renewal projects, with a focus on improving living conditions and community facilities [6][7]. Group 5: Corporate Announcements - Dongpeng Beverage reported a 63% increase in net profit for 2024, reaching 3.327 billion yuan, and plans to distribute a cash dividend of 2.5 yuan per share [11]. - Guomai Technology announced that its AI-related technologies have not yet generated commercial revenue, and the company is still in the prototype development stage [13]. - Warner Pharmaceutical plans to invest up to 500 million yuan in a new green manufacturing base for high-end raw materials and intermediates [18]. - Nuo Cheng Jianhua presented significant clinical trial results for its treatment of psoriasis at the AAD annual meeting, showing promising efficacy and safety [19].

而在Ma n u s发布早期预览版产品的后一天，国内Me t aGPT和CAMEL AI两个Ag e n t团队就火 速推出了Ma n u s的开源复刻版。 Me t aGPT 团 队 相 关 技 术 人 士 向 记 者 给 予 了 对 Ma n u s 产 品 能 力 的 中 肯 评 价 ， 并 详 细 分 析 了 Ma n u s产品的能力和运行机制。 其认为虽然Manus能提供相当不错的产品体验，但并未在智 能体领域取得技术上的突破性进展，其核心逻辑属于业内共识 。 不少产业人士认为，在M a n u s凭借现有先进模型能力与其智能体框架，实现良好的产 品力之时，头部模型厂商和科技巨头也在向A I智能体领域大力进军。面对它们强大的 模型能力，以及当前技术层面已经在显露的重要进展，M a n u s的市场机会可能并不会 很大，先发优势很容易被抹平。 Ma n u s自称全球第一个通用AI智能体，性能超过Op e nAI的De e p Re s e a r c h，能够解决各类复 杂的任务，且能在云端自行执行。 一时间，一片盛赞之声发出，称其是"智能体的Ch a tGPT时刻"，但也有人质疑这是一场营销 和 ...

编辑 丨 程曼祺 3 月 6 日，AI 产品 Manus 引发关注。开发 Manus 的三位关键人物是：创始人、CEO 肖弘（小红）；联 合创始人、首席科学家季逸超（Peak）；以及产品合伙人张涛（hidecloud）——两位 90 后连续创业者 和一位 15 年换了 10 家公司的 85 后产品老兵。 一个边缘地带的 "underdog" 小团队 ，以车库创业的开发方式，出乎意料地搅起了一场小风暴。 "硬科技创业者基本都是名门正派，光谱另一端的消费级产品创始人则几乎都是畎亩之中。" 真格基金投 资人刘元说。他也是 Manus 的天使投资人。 毕业于华中科技大学的肖弘是江西吉安人，创业起点在武汉，曾开发过两款微信生态的插件：微信公众 号排版工具壹伴和企业微信客户关系管理工具微伴，卖给一家独角兽公司。 高中阶段就开始创业的季逸超是北京人，他在苹果 App Store 上线不久，就开发出猛犸浏览器，后来做 了 Magi 知识搜索引擎。季逸超曾告诉我们，那时有投资人 "诱惑" 他：我给你一笔钱，敢不敢做个 Google？他拒绝了，不是觉得做不到，而是他觉得只有 "抛开利益" 才有可能。 重庆人张涛则先后在烽火国际、 ...

Core Viewpoint - ManusAI has regained its official account and aims to share innovative use cases, distancing itself from any cryptocurrency-related allegations [1][2]. Group 1: Company Overview - ManusAI is a general-purpose AI agent product that has gained significant attention, being compared to DeepSeek, which recently made headlines [4]. - The company was launched by Beijing Hongse Butterfly Technology Co., Ltd. (Monica.im) on July 3, 2023, and is registered in Haidian District, Beijing [4]. - The founder, Xiao Hong, has a background in software engineering from Huazhong University of Science and Technology and has prior entrepreneurial experience [4]. Group 2: Team and Operations - The co-founder and chief scientist, Ji Yichao, is an active tech entrepreneur, while the product partner, Zhang Tao, has held significant roles in major tech companies [5]. - The company operates in both Beijing and Wuhan, with a total of 60 employees, and has established a branch in Wuhan to handle research and development tasks [5]. - Following the surge in demand for ManusAI's product, teams in both locations coordinated efforts to meet the increased workload [5].

政策预期 ：两会期间政策信号密集释放，但市场对于具体细则的落地仍存观望态度。 外部扰动： 隔夜美股科技股大幅下跌，纳指跌 2.61%，叠加欧洲央行降息，全球风险偏好下 降，对 A 股科技板块形成压力。 二、板块热点分析 逆市走强板块 一、市场整体表现： 2025年3月7日，A股市场整体呈现震荡回调态势，三大指数集体收跌，市场分化显著。三大 指数集体下跌，上证指数微跌0.25%，收于3372.55点，盘中多空博弈均衡，但空方略占优 势。深证成指下跌0.5%，收于10843.73点。创业板指跌幅最大，收于2205.31点，均线系统 向下扩散，短期调整压力显著，科技成长股承压。 市场因素： 1、短期谨慎，关注政策与业绩验证 政策面支撑：国资委近期强调推动央企价值重估，叠加央行流动性宽松基调，低估值蓝筹股或 成避风港。 季报风险：3月下旬将进入财报密集披露期，人工智能等高位板块可能面临业绩证伪压力，需 警惕回调风险。 有色金属板块 ：领涨市场，被称为锑矿"三剑客"的华钰矿业、湖南黄金、株冶盘中集团集体封 板，中钨高新涨超8%，章源钨业、宝钛股份等跟涨。消息面上，受美国潜在关税政策及中国 经济增长目标影响，近期有色金属 ...

Core Viewpoint - The emergence of Manus, a general-purpose AI agent product, has garnered significant attention, drawing comparisons with the recently popular DeepSeek in the market [2]. Company Overview - Manus was launched by Beijing Red Butterfly Technology Co., Ltd. (Monica.im), which was established on July 3, 2023, and is registered in Haidian District, Beijing [3]. - The founder, Xiao Hong, graduated from Huazhong University of Science and Technology with a degree in software engineering and has a history of entrepreneurship, having founded Wuhan Nightingale Technology Co., Ltd. in 2015 and Butterfly Effect (Hong Kong) Limited in 2022 [4]. - The company has a user base of 10 million for its AI assistant tool, Monica, which integrates mainstream large model applications for overseas users [4]. Team and Operations - The company has a total of 60 employees, with operations in both Beijing and Wuhan. The majority of the team is based in Wuhan, where the actual R&D tasks are conducted [5]. - The co-founder and chief scientist, Ji Yichao, is an active tech entrepreneur, while the product partner, Zhang Tao, has held significant positions at companies like Sensor Data and ByteDance [5]. - The Wuhan team consists of approximately 50 people, and the office is located near Xiao Hong's alma mater [6]. Market Response - Following the launch of Manus on March 6, there was a surge in demand and website traffic, prompting the teams in Wuhan and Beijing to collaborate urgently and work overtime to meet the needs [7].

" 未来，AI智能体就是唯一与终端用户交互的UI。 " 作者丨刘伊伦 编辑丨包永刚 "在资源受限的端侧，有了DeepSeek的蒸馏模型之后，比如原来只能部署7B模型的场景，现在能达到 14B模型的效果，让端侧AI的能力上一个台阶。"芯片工程师哲宇认为DeepSeek的出现对生成式AI的普及 意义重大。 DeepSeek的出现让终端侧AI的表现超越了一年前仅能在云端运行的模型，端侧AI蓄势待发，高通作为连 接和计算领域的领导者，也正在加速终端侧AI时代的到来。 去年，高通公司总裁兼CEO安蒙（Cristiano Amon）就表示， "AI推理正在向数据所产生的边缘侧转移。 边缘侧和终端侧AI实现了AI功能的扩展，提升了AI的性能和效率。 它兼具即时性、可靠性和极低时延。 数据保留在终端， 有助于保障隐私性和个性化。" 最近高通发布《AI变革正在推动终端侧推理创新》白皮书后，高通公司高级副总裁兼技术规划和边缘解决 方案业务总经理马德嘉（Durga Malladi）表示， AI推理和处理正在全面向终端侧转移。 而从硬件、软件 到生态的全面适配，高通将加速终端侧AI时代的到来。 高通也正在引领端侧AI多模态的发展。 ...

// 热点聚焦 // 3、美国总统特朗普签署对墨西哥和加拿大关税的修正案，使符合"美国-墨西哥-加拿大协定"（美墨加协定）的产品免征关税，直至4月2 日。 // 环球市场 // 1、 美国三大股指全线收跌，道指跌0.99%报42579.08点，标普500指数跌1.78%报5738.52点，纳指跌2.61%报18069.26点。英伟达跌超 5%，高盛跌逾4%，领跌道指。 万得美国科技七巨头指数跌2.55%，特斯拉跌超5%，脸书跌逾4%。中概股涨跌不一，叮咚买菜涨超13%， 文远知行跌逾10%。 2、欧洲三大股指收盘涨跌不一，德国DAX指数涨1.47%报23419.48点，法国CAC40指数涨0.29%报8197.67点，英国富时100指数跌0.83%报 8682.84点。 3、 亚太主要股指收盘多数上涨， 日经225指数涨0.77%报37704.93点，韩国综合指数涨0.7%报2576.16点，澳洲标普200指数跌0.57%报 8094.7点，新西兰标普50指数涨0.14%报12428.84点，富时马来西亚综指跌0.35%报1558.91点，富时新加坡海峡指数涨0.48%报3917.06点， 印度SENSEX3 ...