大会展览面积首次突破7万平方米，吸引800余家企业参展，其中市外及国际企业占比超50%；特别是， 国内数十家AI龙头链主企业，西门子、施耐德等60余家头部外企，30余家央国企等将携生态合作伙伴 共同展示。3000余项前沿展品集中亮相，涵盖40余款大模型、50余款AI终端产品、60余款智能机器人 以及100余款"全球首发""中国首秀"的重磅新品，规模创历届之最。 (央视新闻) 智通财经7月10日电，上海市政府新闻办7月10日上午举行新闻发布会，介绍2025世界人工智能大会暨人 工智能全球治理高级别会议筹备进展情况。据介绍，大会瞄准AI基础设施、科学智能、智能终端、AI 赋能新型工业化、AI+金融等10大重点板块，按照"1+1+2+10+N"架构焕新呈现，也就是：1场开幕式及 主论坛，1场人工智能全球治理高级别会议，科学前沿、发展安全2场全体会议，10余场部委论坛及N场 生态论坛。全新推出青年菁英交流会、思辨会，邀请国际大咖、顶尖企业CEO和青年新锐，围绕大模型 进化、具身智能、量子计算等热点话题开展思想交锋。目前，已有30余个国家和地区1200余位嘉宾确认 参会，包括：12位图灵奖、诺贝尔奖等顶奖得主，80余位 ...

随着AI大模型的普及，AI公司正涌入无数新玩家，曾经被视为弄潮儿的"AI四小龙"如今也只是AI大浪 潮中的一分子，直面激烈的行业竞争。 7月9日，科创板上市公司云从科技（688327）公告披露显示，公司于近日收到上海证券交易所科创板公 司管理部下发的《关于云从科技集团股份有限公司2024年年度报告的信息披露监管问询函》（以下简 称"问询函"）。问询函重点关注云从科技营收大幅下滑、主要客户显著变动、公司整体毛利率明显下降 等情况。 云从科技公告。 云从科技在回复中表示，相关情况主要是受外部环境和公司战略调整双重因素影响。南都·湾财社记者 观察发现，2024年以来，云从科技的政府、金融等传统"金饭碗"业务收缩明显，公司正在向制造、能 源、文旅等多元板块拓展新业务，拓新过程中毛利率承压。在拓新业务过程中，"现金流"成为云从科技 获取订单的重要考量。 营收大幅下滑引监管关注 称下游客户采购AI更重"性价比" 云从科技2024年年报显示，实现营收3.98亿元，同比减少36.69%，综合毛利率35.68%，同比减少16.20 个百分点。分行业看，公司收入结构变动较大，智慧治理、智慧金融、智慧出行、智慧商业行业的营收 和毛 ...

最近和几家公司对接了下，有一些大模型、强化学习、导航相关的职位需求，这里也和大家分享 下。职位比较靠谱，是具身领域的独角兽公司，资金充裕，感兴趣的同学可以底部扫码了解更多。 1）多模态大模型 base：北京、深圳 薪资：40k-80k/月 2.具有机器人感知/导航/操作、AI大语言模型/多模态大模型等领域丰富的从业经验； 3.了解具身智能领域前沿的VLM/VLN/VLA多模态模型算法，对于比较有挑战性的实际问题有自己的 判断和分析解决能力； 4.具有NaVid/MobilityVLA等将多模态大模型技术应用于机器人导航领域的算法研发及落地经验者优 先； 5.扎实的前沿算法研发与高效的工程实现能力，具备技术快速落地的能力； 方向：移动操作、导航、VLA等； 职位描述： 1.从事具身智能多模态大模型前沿算法研发，应用于室内外多个场景的移动操作平台。包括但不限于 具身智能大模型的框架设计、模型优化、面向导航和操作等下游任务的训练和部署等； 2.探索并推动大语言模型和多模态大模型在机器人领域的技术和Demo。 职位要求： 1.计算机科学、人工智能、机器人、控制工程等相关专业硕士及以上学历； 6.具有良好的团队合作能力 ...

日前，记者从国家知识产权局例行新闻发布会上获悉，国家知识产权局正聚焦创新主体的现实需 求，持续优化工作机制，不断完善工作举措，全方位推动专利质量提升。 今年是专利法实施40周年，40年来，我国科技创新突飞猛进，发明创造快速增长，截至今年5月， 国内有效发明专利拥有量达到497万件，成为名副其实的专利大国。近500万件的发明专利，体现出我国 创新主体的蓬勃创造力，为培育和发展新质生产力孕育了无限潜能。 优化专利工作机制 全方位提升专利质量 国家知识产权局新闻发言人、知识产权保护司司长郭雯介绍，为提升专利质量，国家知识产权局采 取了一系列措施。在优化专利申请评价指标方面，从政策引导入手，推动各地调整专利相关指标考核政 策，督促企业等创新主体完善内部专利管理制度，避免唯数量论，建立以产业化前景评价为核心的专利 申请前评估制度。 在提升专利审查质量效率上，推进"优案优审、按需审查"，今年1至5月，已开展三种专利优先审查 8.4万件、快速审查11.6万件、延迟审查9300余件、集中审查13批次，还研究应用大模型技术，推动审查 智能化升级。 同时，完善快速协同保护机制，依托77个国家级知识产权保护中心，今年1至5月通过预 ...

来源：中国网 为深入挖掘人工智能技术在不同场景下的实践应用，推动行业发展与交流，中国信息通信研究院在前期 开展了"开源大模型+ 软件创新应用典型案例"征集活动，旨在遴选出一批在DeepSeek、通义千问等开源 大模型技术应用方面成效显著、示范效应明显的典型案例，为行业提供参考借鉴，促进各领域在开源大 模型应用方面的创新与进步。 典型案例征集详情 本次案例征集活动共收到来自全国各地的百余个典型案例，经专家结合场景创新性、技术突破性、生态 协同性等维度严格筛选，覆盖云计算、金融、政务、医疗、通信、安全、工业、教育、能源、交通等行 业，形成"开源大模型+"软件创新应用典型案例（2025年第一季）。 经过材料收集、信息核对、初步筛选、内部预审、专家评审及委员会复审等多个环节，最终评选出68个 入围案例。其中26个案例凭借其典型的技术实力、创新成果和应用价值脱颖而出，被评为精选创新案 例。此外，还有42个案例被评为创新案例。 即日起至2025年下半年，将开启"开源大模型+"软件创新应用典型案例（2025年第二季）案例征集。"开 源大模型+"软件创新应用典型案例（2025年第二季）结果计划于2025年下半年云和软件安全相 ...

Investment Rating - The report initiates coverage with an "Outperform" rating for the company [4][16]. Core Insights - The company is a pioneer in the cross-border payment industry in China, benefiting from the expansion of cross-border e-commerce [4][18]. - The company has obtained 65 global payment licenses, enabling it to provide a wide range of digital payment services [4][18]. - The projected revenue growth for the company is robust, with expected revenues of RMB 1,315 million in 2024, increasing to RMB 2,577 million by 2027, reflecting a compound annual growth rate (CAGR) of 22% [3][44]. - The company is expected to experience significant fluctuations in profits due to a one-time large investment gain in 2025, with net profits projected to be RMB 1,485 million in 2025, followed by losses in 2026 and a small profit in 2027 [3][10]. Financial Summary - Revenue projections for the company are as follows: RMB 1,315 million in 2024, RMB 1,652 million in 2025, RMB 2,089 million in 2026, and RMB 2,577 million in 2027, with growth rates of 28%, 26%, 26%, and 23% respectively [3][9]. - The net profit is expected to be negative RMB 168 million in 2024, positive RMB 1,485 million in 2025, negative RMB 73 million in 2026, and positive RMB 27 million in 2027 [3][10]. - The earnings per share (EPS) are projected to be -0.16 in 2024, 1.38 in 2025, -0.07 in 2026, and 0.03 in 2027 [3][10]. Business Overview - The company has established a global payment network, serving over 590,000 clients with a total transaction payment volume (TPV) of RMB 3.3 trillion in 2024 [4][25]. - The company’s digital payment services include both global and domestic payment solutions, with global payments accounting for approximately 60% of total revenue [25][30]. - The company is expanding its value-added services, which are expected to grow significantly, with revenue growth rates projected at 50%, 35%, and 30% for 2025, 2026, and 2027 respectively [8][9]. Market Potential - The cross-border e-commerce and export trade markets in China are expected to continue expanding, with the total export value projected to reach nearly RMB 47 trillion by 2027 [46]. - The demand for cross-border payment solutions is increasing as traditional foreign trade embraces digitalization and online operations [46][52]. - The cross-border payment service market in China is projected to grow from RMB 4.6 trillion in 2022 to RMB 14.1 trillion by 2027, with a CAGR of 25.2% [52][56].

Core Insights - The report highlights a potential narrowing of the decline in PPI in the second half of 2025, with June CPI showing a slight improvement to 0.1% year-on-year, compared to a previous value of -0.1% [2] - Global manufacturing PMI has rebounded above the growth line, indicating an overall recovery in manufacturing activity, particularly in developed economies [2] - The report emphasizes the importance of monitoring the performance of various sectors, particularly those expected to benefit from the "anti-involution" policies and improving economic conditions [4] Macroeconomic Overview - June CPI in China improved to 0.1% year-on-year, while PPI decreased by 3.6% year-on-year, indicating a mixed inflationary environment [2] - Global manufacturing PMI showed a notable increase, with developed markets improving while some emerging markets like Vietnam and Indonesia showed marginal declines [2] Sector Analysis Fixed Income - The report discusses the impact of "anti-involution" policies on PPI and CPI, suggesting a potential stabilization in prices, with CPI expected to rise slightly to around 0.5% by Q4 2025 [5] - The report notes that the demand side remains critical for price elasticity, with industry self-discipline and private enterprise willingness being key factors [5] Machinery and Equipment - The report indicates a recovery in excavator sales, with June sales reaching 18,800 units, a year-on-year increase of 13.3%, driven by strong export growth [8] - The growth in second-hand excavator exports is expected to stimulate domestic replacement demand, benefiting leading companies in the sector [8] Agriculture - The report highlights ongoing "anti-involution" efforts in the pig farming industry, which may lead to inventory release and improved profitability for high-quality pig farming companies [9] - The report suggests that the pig farming sector may gradually transition to a phase of high-quality competition, with recommendations for companies like Muyuan Foods and Wens Foodstuffs [9] Renewable Energy and Equipment - The report anticipates strong growth for offshore wind energy, with a significant increase in orders expected to drive performance for leading companies in the sector [19] - The report emphasizes the importance of technological advancements and capacity expansion in the offshore wind sector [19] Electronics and Chemicals - The report forecasts a substantial increase in net profit for Shengquan Group in the first half of 2025, driven by strong demand for electronic materials [20] - The report maintains a positive outlook on the company's growth trajectory, supported by favorable market conditions [20] Company-Specific Insights - Zhaojin Mining is rated as a "buy" with a target price of 23.44 HKD, driven by expected production growth and favorable gold price trends [15] - Harbin Electric is also rated as a "buy," with anticipated recovery in equipment demand across various energy sectors [15] - MGM China is highlighted for its strong performance in the non-gaming segment, benefiting from increased tourist traffic and successful entertainment events [17]

【观网财经丨智能早报 7月10日】 网信公安联合整治 AI 制假信息 7月9日，据网信中国微信公众号，2025年6月，网络谣言主要聚焦社会热点、灾情事故、伪科普等领 域，造谣者通过移花接木、AI 生成、伪科学包装等手段虚构或夸大事实，扰乱正常社会秩序。相关部 门迅速响应，通过权威信息发布、跨部门联动执法等举措依法惩治造谣传谣行为，持续筑牢网络空间清 朗防线。 中央网信办整治 AI 技术滥用，第一阶段累计处置违规小程序、应用程序、智能体等 AI 产品 3500 余 款，清理违法违规信息 96 万余条，处置账号 3700 余个。 两部门联合印发方案 推动建立人工智能风险等级测试评估体系 7月9日，市场监管总局、工业和信息化部联合印发《计量支撑产业新质生产力发展行动方案（2025— 2030年）》。其中就人工智能提出，面向集群智能感知、人工智能传感、人工智能大模型、智能制造等 新型技术，开展人工智能算法计量测试关键技术研究及体系建立、自主无人系统关键性能与系统计量等 研究，建设跨领域的人工智能计量测试平台，提升人工智能算法性能评估、模型与平台安全性测试评 估、新型智能装备测试评价等方面的计量能力水平，推动建立人工智 ...

Key Points - Xiaomi's chief designer emphasizes that while functional parameters can be compared, emotional value is irreplaceable in automotive design [4] - Yu Chengdong states that the accident rate for the AITO Wenjie has decreased by nearly 90% compared to the industry average, with expectations for further reductions in the future [6] - BYD introduces a "full coverage" smart parking system where the company assumes responsibility for accidents, eliminating the need for insurance claims [8][9] - The founding team of ShunYao Electronics, a former EDA company, is launching a new AI hardware venture called Meihong Technology [10] - Vipshop's operations director has been detained for corruption, accused of accepting substantial kickbacks from suppliers [11] - ZhiYuan Robotics denies rumors of a reverse merger, clarifying that it has only acquired a listed company [13] - Apple announces a significant personnel change with COO Jeff Williams stepping down, marking a major shift in the company's leadership [29] - NVIDIA becomes the first company in history to reach a market capitalization of $4 trillion [30] Domestic News - Xiaomi's automotive design philosophy focuses on scientific, natural, and intuitive design principles [4] - AITO Wenjie's accident rate has significantly decreased, showcasing advancements in smart driving technology [6] - BYD's smart parking system promises to cover accident liabilities, enhancing consumer confidence [8][9] - The founding team of ShunYao Electronics is pivoting to AI hardware, indicating a trend in the tech industry towards AI solutions [10] - Vipshop's corruption scandal highlights ongoing issues within corporate governance in China [11] - ZhiYuan Robotics' acquisition of a listed company reflects strategic moves in the robotics sector [13] International News - Apple's leadership change with Jeff Williams stepping down could impact future strategic directions [29] - NVIDIA's market cap milestone signifies its dominance in the tech industry and the growing importance of AI [30]

作者 | 星空 编辑 | 蛋总 美编 | 邢静 出品 | 创业最前线 审核 | 颂文 作为中国HR SaaS第一股，北森控股自从2023年4月上市以来，营收也在持续增长，2025财年已经突破9亿元大关。 事实上，从2016年到2024年，北森控股已经连续9年坐稳HCM SaaS榜首（HCM SaaS全称"Human Capital Management Software-as-a-Service"，是一种基于 云计算的人力资源管理软件服务），但如今也面临着持续亏损、AI业务贡献小、并购协同效应存疑这三重挑战，值得该公司董事会主席王朝晖及公司管 理层格外注意。 今年6月下旬，北森控股发布了2025财年的财报。 表面上看，北森控股2025财年的业绩挺亮眼：年营收突破9亿元，达到9.45亿元，同比增长10.6%；整体ARR（年度经常性收入）突破9.08亿元，同比增长 超20%；经营性现金流净额7690万元首次转正。 同时，年内亏损从32亿元收窄至1.47亿元，降幅达到95%，经调整净亏损亦从1.05亿元收窄至2910.1万元，同比缩减约72%；公司整体毛利率从2024财年的 60.2%增至2025财年的64.9%。 ...