Core Insights - The company aims to become a leading global provider of AI product solutions, emphasizing the vast potential of AI technology and its integration into various sectors [1][2] - The "AI+" strategy has been elevated to a top-level strategy, focusing on deep integration of AI technology in product design and application scenarios [1][2] AI Strategy Implementation - The company has launched the "Yidao AI Intelligent Computing Solution Matrix," marking its strategic shift from a product provider to a scene-based intelligent computing system builder [2] - The strategy encompasses six major scenarios: personal, family, enterprise, industrial, wearable, and robotics, utilizing a three-in-one infrastructure of hardware computing power, AESOF platform, and AI atomic capabilities [2] - The company is investing more resources to implement the "AI+" strategy, including establishing a corporate research institute to focus on foundational AI technologies [2][3] Industry Chain Integration - The signing of the Yifeng Zhixin advanced packaging project represents a significant step in the company's integration within the semiconductor industry chain [3] - The company is extending its business from consumer electronics to advanced semiconductor packaging, enhancing collaboration across the industry chain [3] - Plans for mergers and acquisitions are underway to enter the smart interactive display and RFID sectors, aiming to enhance the company's competitive edge in AI applications and terminals [3][4] Emerging Business Expansion - The company is actively pursuing the expansion of the AIoT ecosystem, which is expected to generate diverse scene innovations and commercial growth opportunities [4] - AI glasses are a key focus area, with the company’s subsidiary, Yijing Virtual, developing a product matrix that includes AI audio glasses, AI camera glasses, and AI display glasses [5] - The company has also initiated a robotics team targeting the commercial cleaning sector, with the launch of the A10 cleaning robot as part of its new business expansion [5]

AIPC 开发顺利，有望受益AIPC 渗透率提升。目前公司多款AIPC 产品顺利完成开发与交付，其中与两 家国内头部客户的产品分别实现了落地量产和研发工作圆满收官。公司持续强化ARM/X86 等多平台开 发及制造能力,完善供应链管理。在客户拓展方面，公司持续深耕笔电行业头部客户群体，积极配合完 成多个预研项目。我们认为，公司作为智能产品ODM 龙头，具备技术与客户双卡位优势，未来有望深 度受益AIPC 出货高速增长。 盈利预测与投资评级：我们预计公司 2025-2027 年分别实现营业收入458.43、541.51、659.06 亿元，同 比分别增长-1.16%、18.12%、21.71%，2025-2027 年分别实现归母净利润6.51、8.97、12.49 亿元，同比 分别增长29.92%、37.81%、39.18%，公司作为行业龙头，在稳固主业的同时有望受益AI 眼镜、AIPC 等产品带来的新增量，首次覆盖给予"强烈推荐"评级。 智能产品ODM 龙头，多品类布局驱动高质量增长。公司业务覆盖多个国家和地区，为全球头部消费电 子品牌商和全球领先科技企业提供专业的智能产品综合服务，主要客户包括小米、三星电子、 ...

新浪科技讯 12月18日上午消息，近日，高德开放平台推出"智能穿戴解决方案"，以"数据底座+AI空间 智能+生态协同"的技术架构破解行业痛点。近年来，随着AIoT技术的迅猛发展，智能穿戴设备逐渐成 为用户日常出行与生活的重要入口。然而，行业长期面临交互不便、算力受限、续航短、生态割裂等痛 点。为破解这些难题，高德开放平台正式发布面向智能手表与智能眼镜的解决方案，以推动智能穿戴设 备迈向"更方便、更安全、更智能"的新阶段。 据悉，高德开放平台三大底层能力构建支撑体系：一是基于多年积累的全量出行数据与自研高精导航引 擎，保障厘米级定位与分钟级路况更新；二是"小高老师"AI空间智能体，可理解用户所处场景、预测出 行需求，实现主动提醒与守护；三是深度整合打车、本地生活等服务，打造"出行即服务"的全链路体 验。 目前，高德智能手表解决方案已成功落地小米、荣耀、优创亿等品牌或解决方案厂商。在智能眼镜领 域，高德已与夸克、Rokid、雷鸟创新、逸文科技、星纪魅族等达成战略合作，进一步拓展应用场景。 责任编辑：江钰涵 责任编辑：江钰涵 新浪科技讯 12月18日上午消息，近日，高德开放平台推出"智能穿戴解决方案"，以"数据底座 ...

证券日报网讯12月16日，新开普（300248）在互动平台回答投资者提问时表示，公司AIoT、大数据技 术已完成与核心产品的深度融合，商业化已进入规模化销售阶段，技术赋能下客户黏性持续提升，商业 化价值凸显。 ...

Company Overview - The company showcased its third-generation Lingstone product at the second "Rui Jian" conference held on December 12 in Shanghai [1] - The chairman emphasized the themes of "smart driving for vehicles and smart control for buildings" while presenting Lingstone 3.0, which serves as an intelligent control brain for real estate allocation [1] Product Evolution - Lingstone 1.0 started with a camera cluster to utilize algorithms for work order scheduling [1] - Lingstone 2.0 linked energy hardware clusters for smart control of air conditioning, elevators, and lighting, and established a microgrid for energy savings [1] - Lingstone 3.0 has begun deploying distilled large models, integrating into robots like cleaning and patrol vehicles, creating a comprehensive ecosystem that includes software, robotics, low carbon solutions, and value-added services [1] Commercialization and Impact - Lingstone has achieved commercialization in 44 scenarios, with over 800 external projects implemented, including notable projects like Chengdu Tianhui City and Sun Yat-sen University Shenzhen Campus [1] - For instance, in the Tianhui City project, Lingstone products helped reduce inspection labor costs by 20% and energy consumption by 19.6% [1] Pricing and Growth Strategy - The full-featured version of the Lingstone product is priced between 13,000 to 29,000 yuan per month, with contract durations ranging from 3 to 10 years [2] - The company plans to accelerate product promotion to further enhance its growth momentum [2] Profit Forecast and Valuation - The company maintains its profit forecast and continues to rate the stock as outperforming the industry, with a target price of 27.5 HKD per share, corresponding to a 12x core P/E for 2025 and a 41.5% upside potential [2] - The stock is currently trading at 8.2x core P/E for 2025 and offers a dividend yield of 9.8%, assuming an 80% payout of the core net profit for 2025 [2]

12月1日，豆包手机上线。字节跳动终于亮出了它的AI硬件底牌。但牌局刚开，就被掀了桌。 一边是围追堵截，一边是开放共建。这两件事放在一起看，恰恰揭示了当前AI发展最核心的矛盾。 豆包所代表的GUI智能体路线，其实是一种未经授权的"数字寄生"。它绕过APP构建的围墙，通过模拟 人类点击来蹭服务。短期看，这条路似乎绕过了接口壁垒；但本质上，这是对平台数据主权的粗暴侵 犯。站在微信、淘宝的角度，这不是什么技术创新，而是流量劫持，是一场不宣而战的偷袭。 AI智能体想要的是数据的"最惠国待遇"，平台看到的却是"破门而入"。 双方的立场不可调和，冲突是必然的。 上线次日，用户尝试让豆包智能体来操作微信，腾讯后台立刻亮起红灯：账号被判定"登录环境异常"， 强制下线，部分账号遭短期冻结。阿里系同步跟进：在淘宝、闲鱼、大麦等APP内，豆包的自动化操作 频繁触发人机验证，甚至引发闪退和强制登出。银行更不留情面，农行、建行直接以"风险环境"为由， 彻底封死了智能体的登录与支付通道。这是中国互联网的一次集体"免疫排异"。 12月5日，豆包团队发布公告，宣布限制智能体在刷分、刷激励、金融支付及部分游戏场景中的操作权 限。说白了，就是主 ...

（记者 王瀚黎） 每经AI快讯，有投资者在投资者互动平台提问："公司2023年研发投入同比增长超20%，重点布局AIoT （人工智能物联网）和大数据平台。请问这些技术在新产品（如'校园一脸通'或医疗健康SaaS）中的商 业化进展如何？ 新开普（300248.SZ）12月16日在投资者互动平台表示，公司AIoT、大数据技术已完成与核心产品的深 度融合，商业化已进入规模化销售阶段，技术赋能下客户黏性持续提升，商业化价值凸显。 ...

Core Insights - Wanwu Cloud officially announced the commercialization of its core technology product "Lingstone 3.0" and introduced a pioneering "digital employee" leasing model to enhance smart property management and low-carbon upgrades [1][3] - The company has established the Lingstone Ecological Alliance with several leading robotics and technology firms, signing strategic cooperation agreements with 21 well-known enterprises [1][3] Product Development - The first generation of Lingstone focused on connecting hardware clusters in real estate, transitioning from "people finding tasks" to "tasks finding people" using AI algorithms [2] - The second generation further integrated energy hardware clusters for smart control of air conditioning, elevators, and lighting, while also establishing a microgrid for energy management [2] - The third generation has begun deploying distilled large models and integrating Lingstone into robotic systems, creating a comprehensive ecosystem that includes software, robotics, low-carbon solutions, and value-added services [2] Market Application - Lingstone has achieved commercialization in 44 scenarios and aims to provide ESG labels and carbon services for real estate, enhancing efficiency and reducing costs for property owners [3] - The company is transitioning from a "service red ocean" to a "computing blue ocean" strategy by equipping each property with Lingstone [3] - The strategic partnerships formed during the conference with companies like China Railway Construction, Huazhu Hotel Group, and Hikvision aim to promote the application of Lingstone in various spatial scenarios [3]

为深入贯彻落实国务院《关于进一步提高上市公司质量的意见》要求，响应上海证券交易所《关于开展 沪市公司"提质增效重回报"专项行动的倡议》，推动公司实现高质量发展，切实保障和维护投资者合法 权益，瑞芯微电子股份有限公司（以下简称"公司"）结合自身发展战略、经营情况等，制定了《"提质 增效重回报"行动方案》。具体如下： 一、 聚焦做强主业，提升经营质量 公司作为国内领先的AIoT SoC芯片设计公司，始终聚焦于端侧AIoT场景需求与产品应用，致力于为汽 车电子、机器视觉、工业应用、机器人、教育办公、商业金融、智能家居、消费电子等百行百业的客户 提供多算力、多层次的AIoT SoC及协处理器芯片平台，承载AI模型、应用在多场景的边缘、端侧设备 落地，拥抱AIoT快速发展的全新机遇。 未来，公司将继续以"榕树型"战略发展产品线，致力于发展AIoT的百行百业。其中，公司以"大音频、 大视频、大感知、大软件"的核心技术为"树根"，坚持核心技术自主创新，保持核心技术水平的领先 性，使之成为"榕树"强大、稳定的基础。公司以汽车电子、机器视觉、工业及机器人等应用领域为"树 干"，持续拓展、不断突破，使之成为"榕树"高大、坚实的支 ...

造车成功的小米，下一个战略方向会不会是人形机器人？ 近日，雷军接受《北京日报》采访时释放要做机器人的讯号，称"未来5年小米工厂要被人形机器人占领， 家庭才是终极战场。" 雷军从不打无准备之仗，这次公开发声进军机器人赛道也是"兵马未动粮草先行"，早已对机器人布局进行谋划。前特斯拉Optimus灵巧手研究负责人卢泽 宇高调加入小米，就已经说明雷军对机器人早有布局。 2025年11月26日，卢泽宇在个人社交平台正式宣布加入小米。担任小米机器人灵巧手负责人，直接向小米机器人总裁办公室汇报。 作为前特斯拉Optimus灵巧手团队核心成员，新加坡国立大学机器人学博士卢泽宇，研究方向为机电一体化、触觉感知与灵巧操作，曾在清华大学、约翰 斯·霍普金斯大学参与科研实习，技术功底扎实。在特斯拉工作期间深度参与从触觉传感器、灵巧抓取算法到 "触觉皮肤"硬件设计的全链条研发。主导开 发了Optimus实现轻捏鸡蛋不碎、稳拧矿泉水瓶盖等精细操作的核心手部模块。参与早期 "触觉皮肤"原型设计，融合柔性电子与多模态传感。覆盖底层硬 件（PCBA布局、模拟/数字电路）到上层控制算法的跨层能力。是机器人领域的精英人才。 加入小米的第二天，卢泽 ...