当前，驱动科学研究的人工智能（AI for Science，AI4S）在单点取得了可观的进展，实现了工具层面的革新，然而要成为 「 革命的工具 」 ，需要采用 「 通专融 合 AGI 」 方式。大模型的突破性能力逐步改变科学研究的模式，而大模型在科学领域的深度应用亟需科学的评测支撑。 现有科学评测面临着两大痛点：现有测试多聚焦知识记忆，而真实科研需要从原始科学数据感知到复杂推理的全链条能力；天文、地球、生命和材料等领域存在 大量未开发的多模态数据分析需求。 为此，上海人工智能实验室 AI4S 团队推出了 Scientists' First Exam（以下简称 SFE）—— 系统评估多模态大模型（MLLMs）多学科、高难度的科学专业领域认 知能力的评测基准 。 SFE 首创 「 信号感知 - 属性理解 - 对比推理 」 三级评估体系，涵盖 五大科学领域的 66 项高价值任务 ，采用原始科学数据和中英双语问答形式。测试表明，尽管 主流模型在传统基准表现优异，但在 SFE 高阶科学任务上仍面临显著挑战（ SOTA 大模型综合得分仅为 30 左右 ）。SFE 通过系统全面地评测大模型在科学任务 上的能力短板，为科学 ...

Group 1 - The forum focused on national strategic needs and technological frontiers in the fields of pattern recognition and artificial intelligence, gathering nearly 20 experts and representatives from renowned universities, research institutes, and leading enterprises in China [1][3] - The event aimed to foster the cultivation of new productive forces and interdisciplinary integration, injecting new momentum into scientific research innovation and the collaborative development of academic journals [1] Group 2 - Various professors presented specialized reports, including topics such as "3D/4D content creation for arbitrary sparse data," "embodied intelligent robots with emotional intelligence," and "visual perception in unmanned systems" [5][7][11] - A roundtable discussion was held, focusing on new trends and challenges in multimodal large models and generative artificial intelligence, addressing the transformation of research paradigms and talent cultivation in the era of large models [15]

佐力药业（300181）公告，公司与浙江大学签署了《浙江大学-佐力药业智赋食药联合研发中心共建协 议》和《技术开发(委托)合同》，计划投入金额共计2000万元。其中，共建协议涉及1000万元，合同涉 及1000万元。合作旨在利用AI技术研发食药同源垂类大模型与智能体，赋能乌灵菌功能食品/日化用品 等配方和工艺。此次合作有利于强化公司技术护城河，丰富产品矩阵，拓宽C端市场空间，提升产品竞 争力，为公司大健康产业发展注入科技驱动力。 ...

Core Viewpoint - The investment in the plush toy brand "Super Vitality Factory" by the reading group signifies a growing interest in the collectible toy market, driven by the success of Bubble Mart and the potential of IP development in this sector [1][3][5]. Group 1: Investment and Market Dynamics - "Super Vitality Factory" has secured a strategic investment from the reading group, acquiring a 10% stake, marking a significant event in the plush toy industry [1][3]. - The investment reflects a broader trend where major companies are rapidly entering the collectible toy market, following the success of Bubble Mart, which has a market capitalization exceeding 300 billion [5][12]. - The collectible toy market is increasingly seen as a new narrative driven by emotional value, with companies exploring various avenues such as AI companions and virtual stars [3][5]. Group 2: IP Development and Brand Strategy - The success of Bubble Mart is closely tied to its ability to create and manage IP, with a reported revenue of 13.038 billion in 2024, a year-on-year increase of 106.92% [5][12]. - The reading group, with its extensive IP resources, is positioned to leverage its existing content to enhance the collectible toy market, potentially creating a closed-loop system where toys activate consumer engagement [13][28]. - The competitive landscape is shifting towards IP creation, with companies like Lehua Entertainment and its WAKUKU brand aiming to replicate the success of Bubble Mart through strategic partnerships and celebrity endorsements [9][25]. Group 3: Future Trends and Challenges - The future of the collectible toy market may not follow a single path but will likely balance emotional resonance and long-term value, with various models emerging, including traditional IP development, AI-driven companionship, and content-based strategies [29][30]. - The challenge remains in effectively translating literary IP into appealing visual symbols for the younger demographic, ensuring that the products resonate with both fans and casual consumers [28][30]. - The evolving landscape suggests that the next successful brand will be one that can deeply connect with users, transcending mere collectibles to become meaningful emotional companions [29][30].

Group 1 - The establishment of "Zhaofu Technology" marks a significant entry into the L4 autonomous driving sector, with a registered capital of 1.288 billion yuan, focusing on technology development, safety applications, and commercialization [2][3] - The three founding shareholders, Ant Group, Haibo, and CATL, have collectively invested over 3 billion yuan in the initial phase, indicating strong financial backing for the venture [3][4] - The collaboration leverages the strengths of each partner: Haibo's experience in shared mobility, Ant Group's advancements in AI and safety, and CATL's expertise in battery technology [4][5] Group 2 - The local government in Minhang District expresses high expectations for the project, aligning it with the region's focus on integrated circuits and software services, which will enhance technological transformation capabilities [5] - The Robotaxi market is projected to be a trillion-dollar opportunity, attracting various players, including Haibo, which aims to create a multi-layered, adaptable Robotaxi operating platform [7][8] - The market for Robotaxi in China is expected to reach a total scale of 47 billion dollars by 2035, with profitability anticipated starting in 2026 [7][8] Group 3 - Haibo's entry into the Robotaxi market is seen as a strategic move to diversify its offerings, building on its established presence in shared mobility [10][11] - The company aims to implement a differentiated competitive strategy, focusing on domestic markets initially while planning for international expansion [11][12] - The successful commercialization of Robotaxi will depend on reducing operational costs and enhancing consumer acceptance, with Haibo's operational expertise providing a competitive edge [11][12]

Core Insights - The article discusses the current state and trends of the large model API market in 2025, highlighting significant growth and shifts in market share among key players [1][2][25]. Token Usage Growth - In Q1 2025, the total token usage for AI models increased nearly fourfold compared to the previous quarter, stabilizing at around 2 trillion tokens per week thereafter [7][25]. - The top models by token usage include Gemini-2.0-Flash, Claude-Sonnet-4, and Gemini-2.5-Flash-Preview-0520, with Gemini-2.0-Flash maintaining a strong position due to its low pricing and high performance [2][7]. Market Share Distribution - Google holds a dominant market share of 43.1%, followed by DeepSeek at 19.6% and Anthropic at 18.4% [8][25]. - OpenAI's models show significant volatility in usage, with GPT-4o-mini experiencing notable fluctuations, particularly in May [8][25]. Segment-Specific Insights - In the programming domain, Claude-Sonnet-4 leads with a 44.5% market share, while Gemini-2.5-Pro follows [12]. - For translation tasks, Gemini-2.0-Flash dominates with a 45.7% share, indicating its widespread integration into translation software [17]. - The role-playing model market is fragmented, with small models collectively holding 26.6% of the share, while DeepSeek leads in this area [21]. API Usage Trends - The most utilized APIs on OpenRouter are primarily for code writing, with Cline and RooCode leading the way [25]. - The overall trend indicates a strong preference for tools that facilitate coding and application development [25]. Competitive Landscape - DeepSeek's V3 model has shown strong user retention and is favored over its predecessor, likely due to faster processing times [25]. - Meta's Llama series is declining in popularity, while Mistral AI has captured approximately 3% of the market, primarily among users interested in fine-tuning open-source models [25]. - X-AI's Grok series is still establishing its market position, and the Qwen series holds a modest 1.6% share, indicating room for growth [25].

Report Summary 1) Report Industry Investment Rating No information provided. 2) Core Viewpoints - The US plans to impose tariffs on imports from 14 countries including Japan and South Korea starting August 1, 2025, with rates ranging from 25% to 40%, and China opposes such protectionist measures [1] - Seven departments jointly issued an opinion to promote the construction of a "1+N" inclusive childcare service system [2] - Upstream energy sees a rise in international crude oil prices while chemical's soda ash prices drop significantly; midstream chemical's polyester operating rate declines and PX and urea operating rates stop falling; downstream real - estate in first and second - tier cities experiences a seasonal decline in housing sales and the service industry sees an increase in domestic flight schedules during the summer [3][4][5] - The electronic credit spread has slightly increased recently [6] 3) Summary by Related Catalogs a. Macro Events - **Production Industry**: The State Council issued an opinion on optimizing government services and promoting the application of new technologies; the US President announced the implementation of tariffs on August 1, 2025 [1] - **Service Industry**: Seven departments jointly promoted the construction of an inclusive childcare service system [2] b. Industry Overview - **Upstream**: Energy - international crude oil prices are rising; Chemical - soda ash prices are dropping [3] - **Midstream**: Chemical - polyester operating rate is decreasing, and PX and urea operating rates have stopped falling [4] - **Downstream**: Real - estate - housing sales in first and second - tier cities are seasonally declining and at a near - three - year low; Service - domestic flight schedules are increasing during the summer [5] c. Market Pricing - The electronic credit spread has recently seen a slight increase [6] d. Industry Weekly Trends - Various industries show different trends. For example, the scores of industries such as agriculture, forestry, animal husbandry and fishery, and chemical industry are decreasing week by week, while some industries like electrical equipment have a relatively high percentile [53]

AI 落地，技术并非关键，真正门槛是理解业务与行业 Know-how。 为什么许多 AI 产品在内测时表现良好，一旦交付客户后就会 "翻车" ？ 在「DeepTalk」第三个系列话题栏目「AI 落地实战」对话中，崔牛会创始人 & CEO 崔强，与北森联合 创始人 & CEO 纪伟国，围绕 "AI 产品上线第一仗：从内测到客户交付的那些坑" 这一主题展开了深度 对话。 纪伟国认为：第一，AI 产品在从 0 到 1 阶段，最大的挑战是难以有效匹配客户业务场景，因此 AI 产品 经理应当在一线围绕客户业务场景做产品，并根据客户需求快速迭代； 第二，AI 产品成功的关键是以客户为中心理解客户业务，以及将行业 Know-how 融入产品； 第三，AI Agent 最终会走向客户的自定义，未来客户化工作将可能较重； 第四，在 AI 产品的打磨中，耐心非常重要，要确保产品成熟后再进行规模化销售。 以下是经牛透社编辑整理的对话内容：（有删减） AI 上线第一仗 崔强：现在大家看到 AI 在 ToB 领域比较热，但接下来可能会较快进入一个理性的状态，其中一个常见 问题是：大家没有找对场景，所以交付后才会出现各种问题。 北森的 ...

Core Insights - The article highlights the transformation of Century Kaiyuan from a traditional printing shop to a leading "Industrial Internet" printing enterprise, driven by the creativity and innovation of the Z generation [2][9]. Group 1: Company Overview - Century Kaiyuan has evolved over 24 years from a street-side printing shop to a top player in the printing industry, focusing on small-batch, personalized printing services [9]. - The company has established a comprehensive service system that integrates research and development, design, production, and sales, supported by smart printing technology [4][9]. Group 2: Technological Innovation - Since 2022, Century Kaiyuan has initiated AI model research and development, becoming one of the first companies in the printing and packaging industry to apply DeepSeek technology [5]. - The company has developed a data analysis system called DataScope, which enhances efficiency across various business areas, resulting in annual cost savings exceeding 10 million [6]. Group 3: Market Strategy - Century Kaiyuan targets small orders and has built a multi-channel marketing matrix that includes online and offline platforms, leading to a customer base of 60 million by the end of 2024 [6][8]. - The company focuses on providing one-stop small-batch customized marketing materials, allowing small and medium enterprises to effectively tell their brand stories [7][8]. Group 4: Youth Empowerment - The workforce at Century Kaiyuan is predominantly composed of young employees, with a significant number being post-90s and post-00s, fostering a culture of innovation [10]. - The company invests in employee well-being by providing various recreational facilities, which contributes to a vibrant and creative work environment [10]. Group 5: Industry Impact - Century Kaiyuan's innovative approach has positioned it as a leader in the small-batch customization sector, addressing industry pain points such as high minimum order quantities and slow delivery times [8][9]. - The company has been recognized as a national model enterprise in printing and has made significant contributions to the high-quality development of the private economy in Shandong [10].

Group 1: Apple’s Smart Glasses Strategy - Apple is preparing to enter the smart glasses market with a roadmap for its Vision product line, planning to release the Vision Pro with M5 processor in Q3 2025 and the Vision Air smart glasses in 2027, which will focus on photography, audio, and AI features [1][2] - The company is also exploring a wired version of Vision Pro that connects to a Mac, indicating a strong ambition in the smart glasses and head-mounted display sector [2] - Apple is employing a brainstorming approach to combine different products, aiming for innovation and strengthening its overall product capabilities in the smart glasses market [2] Group 2: Meta’s Smart Glasses Development - Meta has successfully launched smart glasses in collaboration with Ray-Ban and is increasing investment to introduce more styles, including a high-end version named Hypernova expected to be released by the end of the year [3] - The Hypernova glasses will feature a screen and a controller called Ceres, which allows for gesture recognition, enhancing user interaction [3] - The market for smart glasses is evolving rapidly, with more brands entering the space, positioning head-mounted devices as the next major trend in consumer electronics [3] Group 3: WIMI’s Technological Advancements - WIMI, a leading AR+AI technology company, is strategically positioning itself in the smart glasses sector through technology development and ecosystem collaboration [4] - The company has developed a dynamic real-time rendering engine that lowers the barrier for AR content creation and enhances capabilities like gesture and facial recognition [4] - WIMI's MicroLED optical module and diffraction waveguide technology provide lightweight and high-performance display solutions, enabling features like 3D content overlay and real-time translation in AI smart glasses [4] Group 4: Industry Trends and Future Outlook - The smart glasses market is experiencing explosive growth driven by advancements in AI and XR technologies, with various companies expanding their applications into this field [5] - The competition in the smart glasses sector, referred to as the "battle of a hundred glasses," is intensifying as internet giants, smart hardware manufacturers, and traditional eyewear companies all seek to enter the market [5] - This competitive landscape is expected to empower various sectors, including office work, film, and gaming, as smart glasses become more prevalent [5]