8月25日，猎豹移动(CMCM)开盘上涨2.57%，截至21:33，报5.98美元/股，成交2.5万美元，总市值1.84 亿美元。 资料显示，猎豹移动公司是一家全球领先的移动互联网公司,公司致力于"在人机共存的世界里,用科技让 生活更美好"。2014 年 5 月 8 日,在纽交所正式上市。在保持原有业务优势基础上,猎豹移动正在从移动 互联网向以AI驱动的产业互联网进行战略升级,并已经构建了垂直一体化的AI能力,包括自研芯片算力、 算法能力、系统能力、应用能力、商业大脑。其中算法能力涵盖语音全链路技术(口)、麦克风阵列 (耳)、全感知视觉识别(眼)、室内导航平台(腿)和6轴机械臂(手);并打造了猎户星空语音OS、猎户星空 Robot OS、猎户星空Arm OS三大开放系统。实现了以智能语音服务机器人、智能递送服务机器人、智 能劳动服务机器人为基础的智能服务机器人解决方案;同时,涵盖语音、芯片、视觉、智能自助设备、室 内自主导航解决方案的AI赋能解决方案,猎豹移动以"智能服务机器人"和"AI赋能"两大业务板块为载体, 迎接AI和5G时代的服务智能化升级和产品智能化升级。以AI赋能产业,努力实现公司的非连续性增长, ...

【产业互联网周报是由钛媒体TMTpost发布的特色产品，将整合本周最重要的企业级服务、云计算、大 数据领域的前沿趋势、重磅政策及行研报告。】 国内资讯 SAP 前高管邓永富加盟销售易任总裁 SAP 前高管邓永富已加盟销售易，并出任总裁，将直接向销售易创始人兼 CEO 史彦泽汇报。资料显 示，邓永富拥有 20 余年企业管理软件、大数据及人工智能领域的深厚从业积淀，职业生涯涵盖多家行 业领军企业：曾担任 SAP 全球副总裁，执掌 SAP 中国消费品、零售、生命科学等多个核心行业业务， 和 SAP 中国 CRM 业务；之后历任金蝶集团苍穹事业部总经理、大企业事业群总经理，以及百图生科 公司总裁等重要职务。 阿里云表格存储推出AI Agent记忆存储功能 阿里云宣布，表格存储Tablestore全面升级AI场景支持能力，正式推出AI Agent记忆存储功能，整体存储 成本降低30%。 界面显示算力不足，Kimi正在查找bug原因 月之暗面Kimi多次提醒用户"高峰时段，Kimi算力不足，可以尝试开启新会话，或过段时间再来问 我。"Kimi官方服务状态仪表板显示，"Kimi fs（File System文件系统）请求失 ...

随着即时零售的不断推进，我们有理由相信，它将为产业互联网带来更多新的机遇和挑战。现在的即时零售只是一个起点，未 来随着技术的不断进步和商业模式的持续创新，我们还将看到更多新的现象和趋势的出现。这些新现象和趋势将共同推动产业 互联网向更高层次发展，为我们带来更加便捷、高效和智能的商业体验。 即时零售还实现了虚拟经济与实体经济的深度融合。在消费互联网时代，虚拟经济与实体经济往往处于割裂状态，导致资源配 置效率低下。而即时零售通过整合线上线下资源，实现了供求两端的高效对接。这种对接不仅提升了效率，还促进了虚拟经济 与实体经济的协同发展，为产业互联网的进一步发展提供了有力支撑。 更重要的是，即时零售带来了供求关系的新对接。在消费互联网的后半段，随着流量红利的消退，供求两端的对接开始面临诸 多挑战。而即时零售以其独特的商业模式，打破了传统零售的局限，实现了供求关系的新平衡。这种新平衡不仅满足了消费者 的即时需求，也推动了供给侧的升级和变革。 在即时零售的推动下，我们看到了AI技术在供给侧的广泛应用，看到了去中心化商业模式的兴起，也看到了B端行业生产方式和 供给方式的深刻变革。这些变化不仅提升了行业的整体效率，也为产业互 ...

文｜高见pro 如果有一家机构的历程能精准映射中国一级市场的十年激荡，无疑是源码资本。 从2014年曹毅离开红杉自立门户，2021年募资70亿元跻身超一线机构，到布局硬科技赛道、分设源码一粟、源码律动，再到从160余人缩减至50人左右， 源码每一个战略节点，都暗合着市场的周期脉动。 颇具意味的是，源码资本的英文名Source Code Capital，其缩写SCC与红杉中国旧称Sequoia Capital China不谋而合。尽管曹毅多次强调这只是巧合，但在 许多人看来，这更像一种心照不宣的隐喻与野望。 如今，红杉中国已更名"HongShan"，源码也不再是当年的SCC。 开创者的野望 30岁的"最像沈南鹏的80后投资人"曹毅决定迈出人生关键一步，创立源码资本。2014年的很多时刻，他感觉到了天时、人和、地利。 这一年"注册制改革"被列为资本市场改革之首，流动性宽松与互联网创业浪潮并存，为一级市场提供了爆发式增长的土壤。 在红杉中国工作的五年里，曹毅沉淀了深刻的行业认知。他继承了沈南鹏"100个抽屉"思维，并凭借敏锐眼光，成功主导了红杉中国30%的TMT项目，成 为红杉中国最年轻副总裁。 如果说曹毅在红杉学 ...

Core Viewpoint - Yimutian, a digital agriculture service company, has become the first Chinese agricultural internet enterprise to be listed on NASDAQ, highlighting its unique position in the global capital market [1] Group 1: Industry Context - China's agricultural sector faces challenges such as production fragmentation and inefficient circulation, with 98% of farmers managing 70% of the land and an average of 0.5 acres per person [3] - The founder's vision for Yimutian is to leverage digital solutions to streamline the entire agricultural supply chain [4] Group 2: Company Development - Yimutian's journey began with the launch of its app in 2011, initially focusing on B2B transactions to address information asymmetry between farmers and buyers [5] - The company has expanded its services to include procurement, logistics, digital planting bases, and AI marketing, creating a comprehensive digital service model for the agricultural supply chain [5] - By the end of 2024, Yimutian aims to cover 56 million agricultural businesses and has built a vast database of procurement resources and market data [5] Group 3: Business Model and Financials - Yimutian's revenue model is distinct from traditional internet platforms, with 94.7% of its revenue in 2024 coming from digital agricultural business services [10] - The company has achieved a gross margin of over 80%, with a revenue of 161 million yuan in 2024, reflecting a 7.3 percentage point increase from 2023 [10][11] - Yimutian's operational model minimizes heavy asset costs, focusing on technology development and service network expansion [11] Group 4: Market Potential - The total value of China's primary agricultural product circulation reached 9 trillion yuan in 2023, with a theoretical commission market space of 450 billion yuan based on a 5% commission rate [7] - The digital agriculture B2B service market in China is projected to grow significantly, with a compound annual growth rate of 37.6% expected from 2024 to 2029 [12] Group 5: Global Strategy - Yimutian is expanding its international operations, aiming to integrate global agricultural resources and provide high-quality products to consumers worldwide [13] - The company plans to replicate its successful model of integrating agents and standardized services in international markets, particularly in regions like Southeast Asia and Africa [15] Group 6: Competitive Advantage - Yimutian's competitive edge lies in its established "data + users + services" barrier and its deep understanding of the agricultural industry [15] - The company is positioned to benefit from the increasing digitalization of agriculture, with a focus on meeting the practical needs of farmers and agents [16]

Group 1 - The core viewpoint of the news is that Cheetah Mobile (CMCM) has shown a positive financial performance with a significant increase in revenue and net profit, alongside a strategic shift towards AI-driven industrial internet solutions [1][2][3] Group 2 - As of August 14, Cheetah Mobile's stock price increased by 3.21% to $4.83 per share, with a total market capitalization of $148 million [1] - Financial data indicates that by March 31, 2025, Cheetah Mobile's total revenue is projected to be 259 million RMB, representing a year-on-year growth of 36.11%, while the net profit attributable to shareholders is expected to be -33.357 million RMB, reflecting a year-on-year increase of 58.32% [1] - Cheetah Mobile is transitioning from mobile internet to AI-driven industrial internet, developing integrated AI capabilities including self-developed chip computing power, algorithm capabilities, system capabilities, application capabilities, and a commercial brain [2] - The company has created three open systems: Orion Star Voice OS, Orion Star Robot OS, and Orion Star Arm OS, and is focusing on intelligent service robots and AI empowerment solutions to adapt to the AI and 5G era [2]

Group 1 - Cheetah Mobile's stock increased by 2.95% to $4.89 per share, with a total market capitalization of $150 million as of August 13 [1] - As of March 31, 2025, Cheetah Mobile reported total revenue of 259 million RMB, a year-on-year increase of 36.11%, and a net profit attributable to shareholders of -33.36 million RMB, reflecting a year-on-year growth of 58.32% [1] - The company is scheduled to release its fiscal year 2025 mid-term report on September 12, with the actual disclosure date subject to company announcements [1] Group 2 - Cheetah Mobile is a leading global mobile internet company focused on enhancing life through technology, transitioning from mobile internet to AI-driven industrial internet [2] - The company has developed a vertically integrated AI capability, including self-developed chip computing power, algorithm capabilities, system capabilities, application capabilities, and a commercial brain [2] - Cheetah Mobile's AI solutions encompass intelligent service robots and AI empowerment solutions, aiming for non-continuous growth and aspiring to become a leading global AI industrial internet company [2]

Core Insights - The global B2B e-commerce market has surpassed $7.9 trillion, accounting for 35% of total B2B transactions, with China's cross-border B2B export expected to reach 6.9 trillion yuan, doubling from 2023 [2] - Traditional B2B platforms are transitioning from information matching to deep service in the industrial internet, with Shushangyun emerging as a preferred service provider for digital transformation [2] Group 1: Technical Architecture - The shift from monolithic to microservices architecture enhances system scalability and reduces maintenance costs, with Shushangyun implementing over 20 independent microservices modules [3] - The full-stack support of cloud-native technology allows for private deployment and source code delivery, improving resource utilization by 300% compared to traditional architectures [4] - A hybrid database architecture is constructed to handle high concurrency and large data volumes, optimizing order processing and data storage [5] Group 2: Industry Solutions - In manufacturing, Shushangyun developed a supplier collaboration platform that improves inventory turnover and reduces procurement cycles [6] - For the energy sector, a digital procurement platform was created, integrating blockchain technology to lower financing costs and compliance risks [7] - In agriculture, a traceability system was established to address information asymmetry and support multi-language transactions for international markets [8] Group 3: Ecosystem Building - An API open platform connects various payment and logistics services, significantly improving logistics efficiency and customer satisfaction [9] - The establishment of a digital supply chain innovation center fosters collaboration and resource integration among industry players [10] - A customer success system ensures a service loop from delivery to value-added services, maintaining a high customer renewal rate [10] Group 4: Future Trends - The integration of AIoT for predictive maintenance enhances inventory accuracy and operational efficiency [11] - Cross-chain collaboration using blockchain technology is becoming a trend, facilitating data exchange with Southeast Asian suppliers [11] - The incorporation of ESG principles is reshaping the B2B e-commerce value chain, with a significant portion of platforms expected to include carbon footprint tracking by 2025 [12]

Group 1 - Cheetah Mobile's stock price increased by 4.33% to $5.06 per share, with a total market capitalization of $155 million as of August 6 [1] - For the fiscal year ending March 31, 2025, Cheetah Mobile reported total revenue of 259 million RMB, representing a year-on-year growth of 36.11%, and a net profit attributable to shareholders of -33.36 million RMB, showing a year-on-year increase of 58.32% [1] - The company is scheduled to release its mid-year report for fiscal year 2025 on September 12, with the actual disclosure date subject to company announcement [1] Group 2 - Cheetah Mobile is a leading global mobile internet company focused on enhancing life through technology, transitioning from mobile internet to AI-driven industrial internet [2] - The company has developed a vertically integrated AI capability, including self-developed chip computing power, algorithm capabilities, system capabilities, application capabilities, and a commercial brain [2] - Cheetah Mobile aims to achieve non-continuous growth and become a global leader in the AI industrial internet by leveraging its two main business segments: intelligent service robots and AI empowerment solutions [2]

Core Viewpoint - The article highlights the transformation of the cotton industry in China through the establishment of the "Yinmianhui" platform by Hubei Yinfeng Industrial Group, which integrates the entire cotton supply chain and enhances trading efficiency, thereby positioning itself as a leader in the market. Group 1: Platform Overview - The "Yinmianhui" platform, launched in May 2024, has achieved a cumulative transaction volume of over 901,200 tons of cotton and a total transaction value of 12.662 billion yuan within just over a year [1][3]. - The platform connects over 660 cotton industry chain enterprises, facilitating direct transactions between cotton farmers and textile manufacturers, significantly reducing the number of intermediaries involved in traditional cotton trading [2][4]. Group 2: Market Impact - The platform has captured approximately 11% of the national cotton sales market, with a total sales volume of 7.69 million tons in 2024, establishing itself as a dominant player in the central region's cotton industry [3]. - The integration of technology has improved procurement efficiency by 50% to 70%, allowing companies to place large orders with ease, akin to online shopping [2][8]. Group 3: Risk Management and Financial Support - "Yinmianhui" provides systematic and standardized futures and options tools to help textile enterprises and traders hedge against market risks, thus enhancing supply chain resilience [4][8]. - The platform utilizes advanced technologies to generate "minimum purchase prices" based on market data, allowing businesses to focus on operations rather than market speculation [4][8]. Group 4: Agricultural Support and Employment - The company has expanded its operations in Xinjiang, managing over 60,000 acres of land and operating more than ten ginning factories, with an annual procurement of approximately 300,000 tons of seed cotton [7][8]. - The initiative has created job opportunities for over 500 local residents in Xinjiang, demonstrating the company's commitment to regional development and agricultural support [6][7]. Group 5: Technological Integration - The platform employs advanced agricultural technologies, such as drone management and mechanized harvesting, to enhance cotton production efficiency in Xinjiang [6][7]. - The introduction of modern irrigation techniques and smart planting models in Hubei aims to promote mechanized cotton production, further integrating the cotton supply chain [7][8].