Core Viewpoint - The 2025 Beike Finance Annual Conference opened with the theme "Chinese Economy: Co-Growth of Openness and Resilience," focusing on how the automotive industry can consolidate and expand its advantages in smart connected vehicles and accelerate the construction of a new industrial ecosystem [1]. Group 1: Smart Connected Vehicles - The future of smart connected vehicles is envisioned as a user-centered mobile living space that understands and grows with user needs [1][9]. - The impact of the smart connected ecosystem on traditional fuel vehicles is likened to adding "smart cream" to the "fuel vehicle cake," enhancing existing value through technological integration and driving the industry towards "software-defined vehicles" [1][8]. Group 2: Safety and AI Integration - The current safety level of smart assisted driving is rated at 7 out of 10, with improvements in active safety features like AEB contributing to reduced accidents, but challenges remain in areas such as left-turn protection and complex road scenarios [4]. - AI models are transforming automotive intelligence, moving from "function stacking" to "intelligent emergence," with AI becoming a foundational infrastructure that permeates all operations and product development [5]. Group 3: Fuel Vehicles and New Growth Points - Despite the rise of electric vehicles, fuel vehicles possess inherent advantages that make them difficult to replace in the short term, such as performance in low temperatures and cost-effectiveness [6]. - Smart technology can empower fuel vehicles, allowing them to find new growth points and vitality through intelligent systems, even as the market shifts towards electric vehicles [7][8]. Group 4: Future Outlook - The automotive industry is expected to see more cross-industry collaborations, with fuel vehicles undergoing smart transformations through upgrades in electronic and electrical architectures [9]. - The vision for the future includes seamless connectivity through integrated vehicle-road-cloud systems, redefining the relationship between people and vehicles, and elevating "travel life" to "smart life" [9].

Core Viewpoint - The 2025 Beike Finance Annual Conference opened with the theme "Chinese Economy: Co-Growth of Openness and Resilience," focusing on how the automotive industry can consolidate and expand its advantages in smart connected vehicles and accelerate the construction of a new industrial ecosystem [1]. Group 1: Development Stage of Smart Assisted Driving - The smart assisted driving industry is currently in a transitional development stage, showing significant progress compared to ten years ago, particularly in safety across various scenarios, including highways [4]. - There remains a gap between current smart assisted driving capabilities and L3 level or higher autonomous driving, leading to user hesitation, especially among new drivers [5][6]. Group 2: Impact of AI and Computing Power - The reliance on large computing power for AI models is leading to a phenomenon called computing power overflow, which is driving the integration of cabin and driving functions [6]. - The benefits of cabin-driving integration include elastic computing power allocation, allowing for better resource utilization across various scenarios, enhancing both smart driving and user interaction capabilities [6][7]. Group 3: Advantages of New Energy Vehicles - New energy vehicles (NEVs) possess inherent advantages in the realm of smart connectivity and intelligence, which may accelerate the phase-out of traditional fuel vehicles in the long run [8]. - In the short term, fuel vehicles still have advantages in refueling convenience, but NEVs are expected to overcome these challenges in the long term [9][10]. Group 4: Future Outlook - The future of smart connected vehicles may not resemble current forms, as advancements in AI could lead to the emergence of generalized intelligent agents that replace today's specialized vehicle systems [10].

Core Viewpoint - Tianrongxin Technology Group Co., Ltd. (hereinafter referred to as "the company") expects significant growth in its financial performance for the first half of 2025, with projected revenue between 800 million to 850 million yuan and a net profit increase of 65.98% to 70.84% year-on-year [2] Financial Performance - The company anticipates a revenue increase of over 8% year-on-year for the second quarter [2] - The gross profit margin has improved by over 4 percentage points compared to the previous year [2] - Total expenses for sales, research and development, and management have decreased by over 13% year-on-year [2] Strategic Initiatives - The company is deepening its "AI + Security" strategy to capture the market for large model application security [2][3] - A significant upgrade to the Tianwen large model has been implemented, enhancing its intelligent defense capabilities [2] - The company has launched a comprehensive security protection framework for large models, covering the entire lifecycle of large model applications [3] Market Positioning - The company aims to become a leading provider of cybersecurity and intelligent computing cloud solutions in China over the next decade [3] - A partnership with Huawei has been established to develop an intelligent computing integrated machine based on the Kunpeng architecture [3] - The company has signed and is expected to sign orders exceeding 20 million yuan for the intelligent computing integrated machine, with annual sales projected to exceed 100 million yuan [4]

Core Insights - The 27th China (Guangzhou) International Building Decoration Expo showcases advancements in smart home products, emphasizing intelligence, proactivity, and environmental sustainability [1][20] - China holds a dominant position in the smart security market with nearly 50% market share, driven by technological breakthroughs and increased consumer awareness [1] Smart Security - Smart locks are highlighted as key products, with brands like萤石 and乐橙 entering the market alongside traditional appliance manufacturers like Bosch and Sharp [1] -萤石 Y5000FVX smart lock features AI voice interaction and advanced detection capabilities, allowing for nuanced recognition of family members and visitors [1][3] -乐橙's collaboration with China Mobile has led to the development of a "Super Flash Link Phone" that enhances user experience by eliminating reliance on app background operations [3] Smart Cameras - Smart cameras are gaining popularity, with萤石 showcasing a new 4G camera that operates without wires and features a long-lasting battery [4] - The AOV (Always On Video) technology allows for proactive monitoring, significantly improving detection accuracy compared to traditional PIR technology [4][6] - New products also incorporate solar charging and night vision capabilities, enhancing their functionality and reducing energy costs [4][6] Smart Lighting - The CBD Lighting exhibition introduces intelligent lighting systems that not only illuminate spaces but also provide therapeutic benefits for various health conditions [6][10] - AI-enabled lighting systems can create personalized lighting environments based on user commands, showcasing a shift from functional to emotional-driven lighting solutions [10] Home Automation - The integration of IoT and AI technologies is enabling seamless connectivity among smart home devices, addressing challenges such as interoperability and user experience [12] - Companies like三翼鸟 are developing comprehensive home automation solutions that respond to user commands and optimize home environments automatically [12] Sustainable Materials - The expo features innovative building materials, such as low-formaldehyde options, catering to health-conscious consumers [12] - Lamett's stone crystal boards demonstrate durability and environmental benefits, appealing to modern renovation needs [12][14] Custom Furniture - The trend towards aluminum custom furniture is gaining traction, with consumers appreciating its aesthetic and environmental advantages [15][17] - This shift reflects a broader movement towards high-end, eco-friendly home decor solutions [15][20]

Core Insights - aiXcoder's intelligent software development solution has been recognized as an "Outstanding Case in Software R&D" at the TiD 2025 Quality Competitiveness Conference due to its successful application in a state-owned bank, resulting in a 30% increase in overall development efficiency [1] Group 1: Technology Implementation - The solution includes three key technological implementations: 1. Deployment of a code large model trained specifically for code characteristics, enhancing performance in software development scenarios through context-aware code generation, completion, defect fixing, and unit test generation [1] 2. Personalized training for banking-specific code, utilizing the bank's private code and documentation to create a bespoke code large model that aligns with the bank's business logic and coding style, all while maintaining the core model's performance [1] 3. Private deployment that meets strict security requirements, operating entirely within the internal network to ensure data security, optimizing hardware resource usage, and supporting high concurrency scenarios [2] Group 2: Performance Metrics - The proportion of AI-generated code in development has increased from 10% before training to 35% after implementation, with specific scenarios allowing for up to 60% of coding tasks to be assisted by AI [2]

Core Viewpoint - Huayin Securities is experiencing significant growth in net profit for the first half of 2025, driven by its strategic transformation towards technology finance and an active A-share market [1][2] Group 1: Financial Performance - The company expects a net profit attributable to shareholders of 270 million to 350 million yuan, representing a year-on-year increase of 118.98% to 183.86% [1] - The net profit after deducting non-recurring gains and losses is projected to be 240 million to 320 million yuan, with a year-on-year growth of 67.25% to 123.00% [1] - In the second quarter, the company's profit increased nearly twofold compared to the previous quarter, indicating a strong upward trend in profitability [1] Group 2: Strategic Transformation - Since 2021, the company has firmly established technology as the core driver of its business development, focusing on a technology finance transformation strategy [1] - The company is enhancing its wealth management services through a deep integration of online and offline channels, leveraging technology to drive business scale and customer growth [1] - The company is optimizing its asset structure and has made breakthroughs in equity investments, further enhancing its profitability [1] Group 3: Recruitment and Technological Advancements - Huayin Securities has launched the "2025 National Elite Recruitment Plan," aiming to fill over 20 core positions across various fields, with a recruitment scale exceeding a thousand people [2] - The new generation Dolphin App is in the final testing phase and will be launched within the year, featuring the "Dolphin Agent" for 24/7 intelligent response to investor needs [2] - The app's core functionality will provide intelligent and precise decision support for investors, while also optimizing service efficiency and reducing operational costs for financial institutions [2]

Core Viewpoint - The article discusses the differences between VLA (Vision-Language-Action) and end-to-end models in the context of autonomous driving, emphasizing the importance of large models and their applications in the industry [2]. Group 1: Job Descriptions and Requirements - Positions related to large model development, including VLA and end-to-end roles, are highlighted, with a focus on skills in fine-tuning, lightweight models, and deployment [2]. - The job of an end-to-end/VLA engineer involves developing and implementing driving systems, optimizing model structures, and constructing high-quality training datasets [6]. - The VLA/VLM algorithm position requires a master's degree in computer science or AI, with 3-5 years of experience in autonomous driving or AI algorithms, and proficiency in VLA/VLM architectures [8][10]. Group 2: Technical Skills and Experience - Candidates are expected to have experience with multimodal large language models, fine-tuning existing models for specific business scenarios, and familiarity with Transformer and multimodal technologies [5]. - Experience in computer vision, trajectory prediction, and decision planning is essential, along with a strong foundation in mainstream technologies and frameworks like PyTorch [9]. - The article emphasizes the need for candidates to have published papers in top conferences or achieved notable results in international competitions [9][11].

Core Viewpoint - Manus, a generative AI company, is facing significant challenges, including large-scale layoffs and a shift in operational focus, raising concerns about its future viability and market perception [3][4][5]. Group 1: Company Status - Manus's website now indicates that it is "not available in your region," and its social media accounts have been cleared of content, suggesting a potential withdrawal from certain markets [1]. - The company has announced large-scale layoffs, citing the need to improve operational efficiency and focus on core business areas [3]. - In June, Manus relocated its headquarters from China to Singapore, indicating a strategic shift in its operational base [3]. Group 2: Product and Market Reception - Manus was launched in March by the Wuhan-based AI startup Monica and was initially hailed as a groundbreaking product, being the first universal agent capable of handling complex tasks [4]. - The product gained immense popularity, with invitation codes for its beta testing being sold for thousands of dollars on secondary markets [4]. - Despite initial excitement, Manus has faced criticism for lacking a self-developed foundational model, leading to debates about its legitimacy and effectiveness in the market [4][5]. Group 3: Strategic Partnerships - Manus is reportedly collaborating with Alibaba's Tongyi Qianwen team on open-source model development, indicating a potential strategic alliance to enhance its capabilities [4]. - The founder of Monica acknowledged the challenges of developing agent-based products and emphasized the need for continuous improvement in large model capabilities [5].

在机器人多任务场景训练方面，曲晓杰表示，广东拥有大量机器人领域的技术创新成果和丰富的制造业 应用场景，建设具有广东特色的具身智能机器人训练场有很好的基础。接下来，广东将采用"核心枢纽 +特色节点"协同架构，聚焦共性能力和价值场景，为场景找技术、为技术找场景，以AI驱动具身智能 场景孵化与落地，以场景驱动技术创新与应用，推动广东省内的N个细分领域训练场体系建设。 统筹：李陵玻 座谈会现场，广东省工业和信息化厅副厅长曲晓杰对"人工智能产业生态""机器人技术攻坚""打造应用 场景""机器人训练场"等方面问题进行回应。 广东省工业和信息化厅副厅长曲晓杰 曲晓杰介绍，当前广东各方力量正加力推动产业发展进入快车道。据了解，2025年1月至5月，广东省人 工智能核心产业规模超1000亿元，稳居全国第一梯队；工业机器人、服务机器人产量分别达12.47万 套、416.98万套，同比增长33%与8.2%，工业机器人产量占全国比重超过四成、连续5年位居全国第 一。 在完善人工智能产业生态方面，曲晓杰表示，全省目前已布局建设11个省级人工智能产业园，广州、深 圳先后获批国家级人工智能创新应用先导区。珠海、佛山、惠州、东莞、中山等围绕 ...

证券代码：002990 证券简称：盛视科技 盛视科技股份有限公司 投资者关系活动记录表 编号：2025-005 首先，可充分发挥国内的供应链和成本优势，国内在机 器人零部件生产方面具有强大的供应链优势，特别是减速器、 伺服电机等关键部件的生产能力较强，能够提供成本效益较 高的零部件，进而有效降低原 Aldebaran 公司机器人的成本。 另一方面，可充分发挥双方的场景落地优势。Aldebaran 公司在欧洲及全球其他地区已经拥有一定的市场份额和客户 资源，尤其是在教育、商业服务、医疗等领域有较高的知名 度。作为智慧口岸的领先企业，口岸的智能查验和智慧通关 场景为机器人的应用提供了广阔的场景，此外，基于在智慧 口岸的业务积累，公司将业务延伸至智能交通、智慧机场、 智慧港口、智慧城市管理等场景，并在海外市场取得了重大 突破，海外业务已覆盖至阿联酋、沙特阿拉伯、阿曼、卡塔 尔、尼日利亚、科特迪瓦、肯尼亚、塞内加尔、埃塞俄比亚、 埃及、印度尼西亚、柬埔寨、泰国、吉尔吉斯斯坦、哈萨克 斯坦等多个国家，这些都为机器人业务落地奠定了良好的基 础。通过发挥双方的场景落地优势，可有效推动人形机器人 在 toB、toC 和 to ...