Group 1 - Li Xueqin has been publicly accused of financial issues within her company, Beijing Shijin Cultural Media Co., Ltd, by a former shareholder [1] - The relationship between former friends has deteriorated due to financial interests [2] Group 2 - The game "Black Myth: Wukong" has launched its first full-platform discount, with all versions available at a 20% discount [3] - The game has been released for PS5 and is set to launch on Xbox Series X|S in August 2025, with significant pre-order interest [3] Group 3 - Nintendo's stock has reached a record high due to strong sales of the Switch2, with over 3.5 million units sold in the first four days post-launch [4] - The gaming industry is seen as a safe haven amid global uncertainties, with other companies like Square Enix and Bandai Namco also experiencing stock price increases [4][5] Group 4 - ByteDance's Seed team is collaborating with BYD to establish an AI and high-throughput joint laboratory to accelerate lithium battery research [6] Group 5 - Honda has successfully conducted its first test of a reusable small rocket, reaching an altitude of approximately 300 meters [7] Group 6 - The autonomous driving service "Carrot Run" has expanded its testing in Hong Kong, indicating progress in automated vehicle applications [8][9] Group 7 - A new biotech company, Anmai Biotechnology, has submitted its listing application to the Hong Kong Stock Exchange [9] Group 8 - JD.com's chairman Liu Qiangdong emphasized the importance of self-operated logistics for the company's success, stating that without it, JD would not have survived in the competitive e-commerce landscape [10] - He highlighted the company's commitment to employee welfare, mentioning multiple salary increases over the past year and a half [10][11] Group 9 - The Governor of the People's Bank of China, Pan Gongsheng, discussed ongoing improvements to the monetary policy framework to support economic recovery and financial market stability [12] Group 10 - Orange Group has announced the acquisition of the skincare brand Baizhichui, with the brand's co-founder set to serve as a lifetime honorary advisor [13][14] Group 11 - Amazon's CEO Andy Jassy indicated that the company expects to reduce its workforce in the coming years due to the increased use of generative AI and smart agents [15] Group 12 - China Universal Asset Management announced the resignation of its chairman, Zhang Yan, due to work adjustments, with the executive president temporarily taking over the role [16]

今日导读 1.近日，中央金融委员会印发《关于支持加快建设上海国际金融中心的意见》。 2. 6月18日，中国证监会发布实施《关于在科创板设置科创成长层增强制度包容性适应性的 意见》。 3.6月18日，京东旅行发布致全体酒店经营者的一封公开信。公开信显示，酒店商家参与"京 东酒店PLUS会员计划"，享受最高三年0佣金。 2、6月18日，中国证监会发布实施《关于在科创板设置科创成长层增强制度包容性适应性的意见》， 在持续抓好"科创板八条"落地实施的基础上，以设置专门层次为抓手，重启未盈利企业适用科创板第 五套标准上市，推出一揽子更具包容性、适应性的制度改革，着力打通支持优质科技型企业发展的堵 点难点，同时进一步加强投资者合法权益保护。 3、6月18日，金融监管总局局长李云泽在2025陆家嘴论坛上表示，当前中国家庭的现金和储蓄占比超 过一半。随着居民财富持续积累，财富管理需求向多元化专业化配置转型。支持外资机构在理财投 资、资产配置、保险规划等领域加大布局。 4、6月18日，中国人民银行行长、论坛共同轮值主席潘功胜在2025陆家嘴论坛上表示，新型技术推动 央行数字货币、稳定币蓬勃发展，大幅缩短跨境支付链条，也对金融监 ...

每经记者｜董天意 实习生 周卓孜 每经编辑｜裴健如 丨 2025年6月19日 星期四 丨 NO.1 零跑汽车累计交付量突破80万辆 6月18日，零跑汽车宣布累计交付量突破80万台。同日，2026款零跑C16上市，该车搭载LEAP3.5电子电 气全新架构、高通SA8295P智能座舱+AI大模型、激光雷达端到端辅助驾驶等功能。截至6月11日，零跑 全球门店已超1500家。 点评：零跑汽车累计交付量突破80万台，显示出其在电动车市场的强劲增长势头，可能影响整个电动车 行业的市场格局，鼓励其他品牌加快技术迭代和市场布局。 NO.2 东风汽车唐腾涉嫌违纪违法被查 6月18日消息，中央纪委国家监委驻东风汽车集团有限公司纪检监察组、湖北省纪委监委发布通报，东 风汽车集团有限公司原战略规划部副总经理兼战略发展研究中心总经理唐腾，因涉嫌严重违纪违法，正 接受纪律审查和监察调查。 点评：东风汽车集团原高管唐腾因涉嫌违纪违法接受调查，此事件可能对公司的管理层稳定性和公众形 象造成冲击。随着审查的深入，市场可能会对东风汽车的治理结构和合规风险产生疑虑，进而影响投资 者信心。 NO.3 字节Seed与比亚迪锂电深化合作 6月18日消息 ...

Core Viewpoint - ByteDance's subsidiary, Seed team, collaborates with BYD to establish a laboratory for lithium battery research, focusing on AI-driven scientific research to innovate traditional research paradigms and achieve breakthroughs in the new energy sector [2]. Group 1: Collaboration and Research Focus - ByteDance and BYD will jointly tackle challenges in lithium battery development, emphasizing fast charging, lifespan, and safety [2]. - The collaboration aims to explore AI technology's potential in battery research, including new material systems and battery formulations [2]. Group 2: Industry Perspectives on AI in Lithium Batteries - The industry has varying opinions on the potential of AI to enhance lithium battery performance [3]. - The complexity of lithium battery design and manufacturing necessitates precise computational tools, highlighting the importance of AI in this field [4]. Group 3: AI Breakthroughs and Applications - Recent advancements in AI technology, particularly generative AI, show disruptive potential in the lithium battery sector [5]. - LG Energy Solution has announced plans to utilize AI for rapid battery design, capable of creating custom battery cells within a day [6]. - Domestic lithium battery manufacturers and universities are exploring AI applications, such as CATL's collaboration with Intel for battery detection solutions [7]. Group 4: Challenges and Future Directions - Despite successful applications of AI in various segments, creating a comprehensive AI model for the entire lithium battery supply chain remains a challenge [9]. - Key pain points for developing an AI model for lithium batteries include data requirements, model interpretability, computational resource needs, interdisciplinary collaboration, and model generalization capabilities [9]. - The call for AI assistance in solid-state battery development is growing, with experts emphasizing the need for AI to address complex challenges in this area [9]. Group 5: Current Limitations and Future Potential - The full integration of AI in research and development for lithium batteries is still a work in progress, with existing models and algorithms not fully meeting the requirements [10]. - AI is recognized as a transformative force in battery manufacturing, aiding in material selection, device design, and production optimization to shorten development cycles [10].

Core Insights - ByteDance and BYD announced a collaboration to deepen the application of AI for Science technology in lithium battery research through the establishment of a joint laboratory [1][2] - BYD's recently launched megawatt fast-charging battery can achieve "charging in 5 minutes for a range of 400 kilometers," with significant contributions from ByteDance's BAMBOO AI model framework [1] - The BAMBOO framework utilizes machine learning to predict key performance indicators of electrolyte solutions, significantly reducing the research and development cycle [1][2] Technology Overview - BAMBOO-MLFF is a machine learning force field designed for liquid-phase organic small molecule design, integrating molecular dynamics algorithms with AI model network design [2] - BAMBOO-Mix is a formulation generation and prediction model that can generate potential formulations based on constraints and quickly predict properties of given formulations [2] - The BAMBOO framework effectively addresses the challenges of high computational costs associated with traditional quantum mechanics simulations while maintaining accuracy [2] Industry Implications - The collaboration exemplifies the deep application value of AI technology in traditional manufacturing, potentially providing new development pathways for technological innovation in the power battery industry [3]

金十数据6月18日讯， 据字节跳动消息，6月11日，火山引擎Force大会公布，字节跳动Seed及火山引 擎，将与比亚迪锂电池深化合作，通过联合实验室等形式，共同探索AI for Science结合高通量实验，加 速锂电池研发。未来，字节跳动Seed团队与比亚迪锂电池将通过共建"AI+高通量联合实验室"，针对动 力电池的快充、寿命和安全等问题进行攻关。同时，双方也将探索AI技术在电池研发中的更多场景， 加速新材料和新配方的发现。 字节跳动Seed团队与比亚迪锂电池将共建AI+高通量联合实验室 ...

Core Insights - Artificial intelligence (AI) is a strategic technology leading a new wave of technological revolution, significantly transforming human production and lifestyle [1] - Beijing is positioning itself as the "AI capital" of China, with over 2,400 AI companies and a core industry scale nearing 350 billion yuan, accounting for half of the national total by 2024 [1] Group 1: AI Innovation and Research - Beijing is recognized as the city with the richest AI innovation resources in China, hosting 21 national key laboratories and over 40% of the nation's top talent [2] - The city has established four new research institutions focused on AI, producing globally leading original results, including the first native multimodal large model, Emu [2] - The Zhiyuan Institute has developed the "Wudao" series of large models, with Wudao 1.0 and Wudao 2.0 being significant milestones in China's AI model development [2][3] Group 2: AI Applications and Developments - Beijing has launched 132 large models, leading the nation in this area, and is focusing on disruptive technologies like optical computing and wafer-level chips [4] - The integration of AI with hardware is exemplified by companies like Mianbi Intelligent, which focuses on edge AI models that perform processing directly on user devices [4] - The education sector is set to benefit from AI with the introduction of MAIC (Massive AI-empowered Courses), which aims to enhance teaching efficiency and learning outcomes [5] Group 3: Future Directions and Infrastructure - Beijing plans to enhance its AI infrastructure, with an expected addition of 8,620 PetaFLOPS of computing power by 2024, bringing the total to over 33,000 PetaFLOPS [7] - The city aims to establish itself as a global hub for AI innovation and industry, focusing on interdisciplinary fields such as AI + life sciences and AI for science [7] - Efforts will be made to integrate data and applications, leveraging Beijing's rich data resources and comprehensive industrial system to promote the application of large models in the economy [7]

Core Viewpoint - Beijing is set to support general artificial intelligence (AI) operational services with a maximum funding of 30 million yuan to accelerate the development of a globally influential AI innovation hub and industrial base [1][2] Group 1: Support for Innovation - Beijing will implement multiple measures to support significant original innovations, including enhancing the innovation mechanisms of new research institutions like the Zhiyuan Institute [1] - The focus will be on forward-looking fields such as embodied intelligence, AI in life sciences, and AI for science, while also strengthening technological reserves for future industrial development [1] Group 2: Financial Support and Development - The city will provide up to 30 million yuan in support for general AI operational services that significantly enhance manufacturing efficiency and optimize production management [2] - There will be a push for integrated development of data and applications, promoting collaborative efforts across departments and regions to deploy large model products [2] Group 3: Talent and Environment - Efforts will be made to cultivate young talent in the AI field through national-level AI academies, aiming to establish a talent hub [2] - The technology finance service system will be improved, with increased direct investment from municipal and district-level AI industry funds to support enterprise growth [2] Group 4: International Collaboration - Beijing aims to enhance its international influence in AI by building a global "open-source capital," fostering international dialogue on AI safety and research cooperation [2] - The goal is to establish a global consensus on AI safety and governance, contributing to the realization of a shared future for humanity [2] Group 5: Industry Growth - By 2024, the number of AI enterprises in Beijing is expected to exceed 2,400, with a core industry scale nearing 350 billion yuan, representing half of the national totals in both enterprise count and industry scale [2]

近期的两个"时间窗口"，让"港股18C第一股"晶泰科技的核心价值逻辑再获关注。 一是今年从年初开始，全球资本市场呈现明显的"东升西落"格局。伴随DeepSeek的横空出世，掀起了以中国科技资产 为核心的价值重估浪潮。 同时，七部门印发的《医药工业数智化转型实施方案(2025-2030年)》明确提出，深化人工智能赋能应用，围绕技术研 发与规则体系构建、全产业链应用场景落地，以及公共服务平台建设等方面全面推进人工智能技术与医药产业的深度 融合。 在这样的大背景下，晶泰科技作为AI赛道的领军企业，特别是在AI for Science领域具有显著优势，其发展态势备受瞩 目。此前公司交出一份不俗的业绩成绩单，透过财报可以清晰的看到公司在前沿科技领域的技术积累和商业化成果， 投资吸引力再次获得催化提升。 二是晶泰科技恰好迎来上市一周年，在多方瞩目下又一次站上价值创造新起点。 从近期公司股票解禁情况来看，部分核心股东的股份解禁日期集中在2025年5月和6月。平稳度过解禁大考后，公司股 价亦展露强劲表现，呈现持续攀升态势，近一个月涨幅已超40%，有力印证市场对公司的信心以及对公司长期发展价 值的认可。 （来源：富途） 5月2 ...

Core Viewpoint - Insulation materials play a crucial role in achieving China's "dual carbon" goals by significantly reducing energy consumption and carbon emissions through effective thermal management in various applications [1][9]. Group 1: Types of Insulation Materials - Insulation materials can be categorized into four main types: organic insulation materials, inorganic insulation materials, new materials, and composite materials [1][14]. - Organic insulation materials are characterized by their porous structure and low density, making them widely applicable in construction and industrial fields, although they often require modification to enhance high-temperature performance [1][16]. - Inorganic insulation materials feature high porosity and nano-scale pore structures, effectively reducing thermal conduction [1][20]. - New materials focus on optimizing thermal conduction pathways, radiation suppression, and structural stability to lower overall thermal conductivity [1][23]. - Composite materials combine two or more materials to enhance overall performance [1][24]. Group 2: Market Opportunities - The market for insulation materials is projected to exceed 1 trillion yuan, with new insulation materials rapidly penetrating various sectors [2][30]. - In the power battery sector, the demand for thermal management and flame-retardant insulation materials is expected to surpass 90 million square meters by 2025, corresponding to a market size of approximately 6.3 billion yuan [2][47]. - The building insulation market is anticipated to reach 248.5 billion yuan by 2025, with a year-on-year growth of 13.8%, and is expected to grow to 423.3 billion yuan by 2031 [2][61]. - The oil and gas pipeline insulation materials market is projected to reach 10.96 billion yuan by 2025, driven by the expansion of the national oil and gas pipeline network [2][3]. Group 3: Innovations in Insulation Materials - The emergence of super insulation materials, such as aerogels, presents significant industrialization prospects, with companies like Zhite New Materials collaborating with research institutions to develop advanced insulation solutions [3][30]. - Super insulation materials have thermal conductivity coefficients lower than that of "still air," with room temperature thermal conductivity typically below 0.04 W·m⁻¹·K⁻¹, offering performance improvements over traditional materials [3][30]. - The integration of AI and robotics in the development of new materials has accelerated the research and production of super insulation materials, significantly reducing costs while enhancing performance [3][30].