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双非同学竟然是这样发第一篇CVPR的!
具身智能之心· 2025-07-10 13:16
去年有一个双非的同学找到我们,情况是:老师没有人带,但自己想申请博士,想咨询有没有快速发表论文的 渠道。在分析这位同学的基础和硬件资源后,我们为他快速制定了一个研究方向,并匹配到了相关的老师!经 过近10个月的沟通、实验、写作,最终成功投出到了CVPR25,并被录取。成为学院首个发CVPR的硕士研究 生。 SCI一区~四区; 中科院1区,2区,3区,4区; 谈到这个,归咎于2点。没人指导不可怕,可怕的是自己不行动,主动出击才有胜算。如果当时没有主动找老 师辅导,也许CVPR对他来说只是一个梦。还有就是同学性格很主动、肯吃苦,经常分析到凌晨。遇到问题不 逃避,敢于直面! EI/中文核心; 毕设论文/申博/比赛等; 如果你缺乏指导、身边没有老师带着科研,欢迎联系具身智能之心!我们提供从idea->实验->写作->投稿一站 式服务。 辅导方向:大模型、VLA、视觉语言导航、端到端、强化学习、Diffusion Policy、sim2real、具身交互、抓取 点预测与位姿估计、机器人决策规划、运动规划、3DGS、SLAM、触觉感知、双足/四足机器人、遥控操作、 零样本学习等方向,如果您有任意论文发表需求,支持带课题/ ...
股价提前涨停!良品铺子要易主,7月11日起停牌
Bei Jing Shang Bao· 2025-07-10 12:50
Company Overview - On July 10, the company announced that its controlling shareholder, Ningbo Hanyi Venture Capital Partnership, is planning a significant matter that may lead to a change in control of the company, resulting in the suspension of its stock from July 11 for up to two trading days [1][3] - As of the end of Q1 this year, Ningbo Hanyi directly holds 35.23% of the company's shares, making it the controlling shareholder [2] Stock Performance - On July 10, the company's stock price hit the daily limit, closing at 13.71 yuan per share, with a trading volume of 394 million yuan and a total market capitalization of approximately 5.498 billion yuan [3] Financial Performance - The company reported net profits for the years 2020 to 2024 as follows: approximately 344 million yuan, 282 million yuan, 336 million yuan, 180 million yuan, and a loss of 46.1 million yuan [5] - The company has indicated that its net profit for 2024 is expected to decline due to a strategy of lowering prices without compromising quality, which affects gross margins [5] Industry Context - The snack food industry is currently experiencing intense competition and channel transformation, with the top five brands holding less than 20% market share and frequent price wars due to severe product homogeneity [5] - The rapid expansion of snack retail stores is impacting traditional sales channels [5]
湘股风向标|初源新材冲刺创业板IPO,肩负娄底上市公司“破零”重任
Sou Hu Cai Jing· 2025-07-10 12:21
Group 1 - Hunan Chuyuan New Materials Co., Ltd. has received approval for its IPO application on the ChiNext board, aiming to become the first listed company in Loudi City, Hunan Province [1][3] - The company, established in 2017, specializes in electronic information new materials and has achieved a 13.2% global market share in the photosensitive dry film sector, ranking third worldwide [2] - Revenue figures for the company show a fluctuating upward trend, with revenues of 910 million yuan, 890 million yuan, and 1.057 billion yuan from 2022 to 2024, alongside net profits of 160 million yuan, 155 million yuan, and 170 million yuan respectively [2] Group 2 - The IPO aims to raise 1.22 billion yuan for the construction of high-end photosensitive dry film projects and a research and operation center [2] - Loudi City has been historically silent in terms of capital market presence, lacking listed companies which hampers regional industrial upgrades and talent attraction [3][4] - The company represents a significant opportunity for Loudi City to break its silence in the capital market, as it is the only company from the city currently pursuing an IPO [4]
阿里终于想通了
远川研究所· 2025-07-10 12:04
前段时间,高盛隔空给外卖大战算了一笔账: 预计未来一年里,阿里外卖、京东将分别亏损410亿与260 亿人民币,美团EBIT(息税前利润)减少250亿。 近千亿钞票撒进焚化炉,只为让全国人民多喝两杯奶茶。 连月的混战在上个周末再迎高峰,"满18减18"、"一天三顿不超过10块钱"的夸张补贴,与外卖平台不断 刷新的大字报两相呼应,勾勒出外卖市场的烈火烹油。 不过铁打的美团,流水的对手,曾经凶悍的京东休养生息,阿里接棒发起冲锋,豪掷五百亿补贴宣言, 逼得美团紧急上强度。截至周一,阿里淘宝闪购与美团即时零售的日订单分别突破8000万单与1.2亿单。 外卖的双寡头格局由来已久,京东高调进场以前,美团和饿了么合计占据超过九成市场份额,纵有抖音 强攻本地生活、小红书试水到店酒旅,外卖都是各大平台默契绕行的无人区。 久攻本地生活不下的阿里也曾选择躺平,新零售业务出清,饿了么埋头减亏。但人到中年最怕被卷,过 去三个月,阿里本地生活阵容巨变,新近整合的淘宝闪购走到台前,已成活化石的饿了么退居幕后,连 同飞猪一起被打包送往隔壁电商事业群。 吴泳铭的内部信如此概括这一系列变化: "集中目标,统一作战。" 轻描淡写的八个字背后,是一场 ...
摩根士丹利下调阿里目标价,补贴大战或持续至双11
第一财经· 2025-07-10 10:12
摩根士丹利于7月10日发布研究报告,将阿里巴巴美股目标价从180美元下调至150美元。该行指 出,预计阿里巴巴在截至6月的第一财季,于外卖和闪购业务上的投入已达约100亿元,这将导致其 短期盈利承压。 摩根士丹利进一步预计,阿里在第二财季的相关投入可能翻倍至200亿元,将拖累其淘天集团与本地 生活集团的EBITA同比下跌超过40%。尽管如此,该行仍看好阿里巴巴AI赋能的潜力,并维持其电 商偏好排序:阿里 > 美团 > 京东。 此次目标价下调的背景是阿里巴巴、美团、京东三大平台在即时零售领域展开的激烈竞争,尤其是围 绕"外卖"业务的补贴大战。截至发稿,今日阿里巴巴港股股价下跌0.68%至102.2港元,京东股价 下跌2.47%至122.2港元,美团股价下跌1.43%至117.5港元。 同样关注阿里近期动向的开源证券,在其7月7日的研报中表示,尽管淘天集团短期内因加大闪购投 入而面临压力,但电商技术服务费贡献的收入增量,以及积极投入AI基础设施建设有望推动云业务增 长提速,可部分对冲资本开支(capex)增加的影响。该机构看好阿里中长期在用户、供应链及物流 方面的优势,有助于其抢占即时零售市场份额。基于此,开源证 ...
汇丰:阿里会继续为“外卖大战”烧钱,但股价调整已经到位
华尔街见闻· 2025-07-10 09:57
Core Viewpoint - Alibaba is expected to increase investments in instant retail and food delivery services in the coming quarters, which will significantly impact short-term profitability, but these factors are already reflected in the stock price. The strong growth momentum in cloud computing and leading position in AI provide long-term value support [1][7]. Group 1: Investment Strategy and Market Position - HSBC maintains a "Buy" rating for Alibaba but lowers the target price from $176 to $150, indicating a potential upside of 38.9% from the current stock price of $107.99 [1]. - Since April 2024, competition in food delivery and instant retail has intensified, with Meituan launching a three-year support plan worth 100 billion RMB and JD.com initiating a one-year subsidy project worth 10 billion RMB [1][2]. - Alibaba's food delivery strategy was launched later, with a one-year subsidy plan worth 500 billion RMB starting on July 2 [2]. Group 2: Market Share and Growth - Alibaba's market share in food delivery and instant retail has rapidly increased from over 20% in 2024 to 36% by July 5, 2025, while Meituan holds 55% and JD.com 9% [2]. - This growth is attributed to the integration of Ele.me and Fliggy into Taobao and Tmall, leadership consolidation, aggressive subsidy strategies, and traffic support [2]. Group 3: Financial Projections - HSBC has raised revenue forecasts for Alibaba for FY26-28 by 3-8%, reflecting accelerated growth in instant retail and food delivery orders, but has lowered profit expectations by 7-22% [9]. - For FY26, Alibaba is expected to incur losses of 2.7 RMB per order in food delivery and 3.7 RMB per order in instant shopping, with an overall loss of 55 billion RMB in local life services [9][10]. - The peak of investment is anticipated in the September quarter, with normalization expected in the second half of FY26 [9]. Group 4: Cloud Computing and AI Outlook - HSBC remains optimistic about Alibaba's cloud computing prospects, forecasting over 20% year-on-year growth in cloud revenue for FY26, driven by strong AI demand [10][16]. - Although there may be quarterly fluctuations in cloud business gross margins, they are expected to maintain a high single-digit level [10]. - In the generative AI infrastructure as a service (GenAI IaaS) market, Alibaba ranks first with a market share of 23.5% in the second half of 2024, benefiting from its leading scale, strong product capabilities, and large enterprise customer base [16].
浙商证券25年社服行业中季报前瞻:线下调改升级 本地生活竞争加速
智通财经网· 2025-07-10 09:27
从出行数据来看,25Q1出行数据基本符合预期。2025Q1,国内出游人次17.94亿,比上年同期增加3.75 亿,同比增长26.4%。其中,城镇居民国内出游人次13.18亿,同比增长22.4%;农村居民国内出游人次 4.76亿,同比增长39.2%。 出行链:25Q2出行人次符合预期,跨境旅游需求激增 人次和收入完全恢复到2019年水平。25Q2几大节假日增速平稳,清明/五一/端午旅游人次同比 +6.3%/6.4%/5.7%。2025年旅游整体仍然注重性价比,下沉市场和县域旅游蓬勃发展,头部目的地分 流。跨境出游快速恢复,2025Q1出入境人次1.6亿人,yoy+15.3%,恢复到2019年的95.6%,其中内地居 民0.8亿,yoy+15.4%,外国人入境同比增长33.4%,预计25年随着运力供给复苏,出入境游增速有望仍 然保持双位数以上。 年轻人和银发需求共振,下沉化贡献增量,跨境游增长超预期。马蜂窝发布的《年轻旅行者观察报告》 调查表明,受访者中拒绝盲目跟风前往网红目的地的比例高达81%;45岁以上的中老年旅游者占比达到 36.81%,新一代老年人平均每年进行8次国内旅游,84%的老年游客希望享受更好的旅 ...
外卖大战的尽头,是骑手和商家的眼泪
3 6 Ke· 2025-07-10 09:26
没想到,外卖小哥给我打电话的时候,已经是一个半小时之后了。 我和朋友们聊,发现类似的事情不止发生在我身上,也不止发生在淘宝闪购上。 基本上都是被平台丰厚的大额红包吸引下了单,以为很快就能收到外卖。没想到等小哥到达的时候,人已经饿得在地上扭曲翻滚阴暗爬行了。 7月5号,淘宝闪购启动了第一个冲单日,史称「超级星期六」。平台拿出双十一级别的资源,联合饿了么展开补贴大战。美团随即跟进,放开限制,全力 补贴。 在年初京东高调宣布入局外卖,向美团发起冲锋之后,外卖市场又迎来了新一轮的大战,淘宝甚至已经不把百亿补贴放在眼里,直接宣布了一年500亿的 补贴力度。 这一波,已经完全不输当年百度外卖、饿了么和美团的三国杀大战了。 大家最近有没有发现,最近点外卖,越来越容易超时了。 前几天我点了个生煎,用的是闪购给的满18减17.5元的的大额红包,预计是40分钟内能送到。 但各大平台打得如火如荼,补贴砸得血流成河。消费者却发现按时吃上外卖变得越来越难了,外卖小哥发现自己被扣的超时费越来越多了,商家发现自己 出餐的压力越来越大了。 这场商战,到底能打出个什么结果? 这期内容,我们来聊聊最近这场外卖大战。 01 一个很有趣的现象是,这 ...
交通运输行业净零排放存在挑战,推动可持续低碳燃料应用具有迫切性
Zhong Guo Neng Yuan Wang· 2025-07-10 09:09
Core Viewpoint - The transportation sector is a significant contributor to global energy consumption and carbon emissions, with challenges in achieving net-zero emissions and the urgent need for sustainable low-carbon fuel applications [1][2] Group 1: Industry Overview - In 2024, global CO2 emissions related to energy are projected to reach 37.8 billion tons, with the transportation sector accounting for approximately 24% of this total [1] - China's transportation carbon emissions are estimated at around 1 billion tons, making it the third-largest source after power and industry [2] Group 2: Sustainable Low-Carbon Fuel Development - The sustainable low-carbon fuel industry in China is at a critical juncture, with significant potential for growth, particularly in aviation and shipping sectors [2] - China is the world's largest producer of methanol and ammonia, with a well-established supporting industry, and has planned capacities for biomass methanol, electro-methanol, and green ammonia [2] Group 3: Challenges and Bottlenecks - The industry faces multiple challenges, including a mismatch between planned production capacity and actual output, particularly in green methanol [4] - There are systemic gaps in the industry chain, from policy design to technology implementation, which hinder the effective deployment of sustainable fuels [4][5] Group 4: Market Demand and Future Projections - The demand for sustainable fuels is expected to rise due to international emission reduction rules and domestic policies, driving high-quality transformation in the equipment manufacturing sector [3] - By 2030, China's SAF demand is projected to reach between 3 million tons and 8.6 million tons, indicating a long-term trend of supply shortages [6] Group 5: Technological Innovations and Industry Standards - Recent technological advancements include the delivery of China's first methanol dual-fuel container ship, which significantly reduces carbon emissions [7] - The establishment of a sustainable fuel certification system is crucial for ensuring product quality and enhancing market competitiveness [7]
外卖激战大街小巷,有骑手两天挣800
36氪· 2025-07-10 09:00
以下文章来源于时代财经APP ,作者庞宇 时代财经APP . 聚焦于企业财经新闻,互联网新闻信息服务许可证编号:44120230006 商家打单机"快冒烟"。 文 | 庞宇 编辑 | 罗丽娟 来源| 时代财经APP(ID: tf-app) 封面来源 | 视觉中国 刚过去的7月第一个周末,外卖补贴大战掀起高潮,相关话题冲上多个平台热搜。阿里巴巴旗下淘宝闪购、美团两大平台"天降"优惠券,彻底点燃消费者的 热情,史无前例的"爆单"盛况让商家和骑手始料未及。 "太突然了""一下就爆单了""骑手都忙疯了""后面实在忙不过来只能暂时关闭线上外卖渠道。"——回忆起这场补贴风暴,杭州本地某连锁超市的店长向时代 财经表示。 不停地吐出订单的打单机、忙得不可开交的店员和骑手、以及刷屏各大社交平台的"薅羊毛"晒图,共同创造了中国互联网史上难得一见的即时零售对决图 景。 而这一盛况仍将持续上演。时代财经从接近阿里人士处了解到,上周六是阿里巴巴制定的百日闪购增长计划的第一个冲单日。自7月起,淘宝闪购推出"超级 星期6"活动,消费者每个周六都可在这里买到优惠力度更大的商品,领取涵盖5个时段的加码券包,包括早餐、午餐、晚餐、下午茶及夜宵时 ...