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新股速递| ​​“空间智能”战略落地,特斯联IPO引领AIoT新浪潮
贝塔投资智库· 2025-10-15 04:26
点击蓝字,关注我们 公司简介 成立于2015年的特斯联,是中国公域AIoT(人工智能物联网)行业的先行者与开拓者,始终专注于通 过自研AIoT操作系统TacOS推动产业数智化与空间智能化转型。作为"公域AIoT操作系统提供商",公 司核心业务是向企业、公共管理者及公域空间参与者提供涵盖软件、硬件及服务的全栈AIoT产品,覆 盖产业、城市、人居和能源四大领域,致力于以科技实现可持续发展目标。 行业前景 在中国数字经济加速渗透的浪潮中,公域AIoT(人工智能+物联网)正成为增速最快的黄金赛道之 一。作为应用于公共领域及开放环境的智能解决方案,其覆盖AI产业数智化、城市智能化、智慧生活 及智慧能源四大领域,已形成规模可观的市场体量。 根据灼识咨询数据,中国AIoT市场整体预计将 从2023年的人民币 8,210 亿元增长至2028年的人民币 13,930 亿元,复合年增长率达 11.1%;而公域 AIoT作为核心细分领域,增速更胜一筹——市场规模将从2023年的人民币 4,080 亿元增至2028年的人 民币 7,440 亿元,复合年增长率高达 12.8%,显著跑赢整体市场。 实现计算资源利用率超85%、模型开发周 ...
耗资70亿元,美的在上海建了一座「智慧城」
3 6 Ke· 2025-07-21 10:11
Core Insights - The global public domain AIoT market has experienced rapid growth, increasing from 754 billion yuan in 2018 to 1.65 trillion yuan in 2023, with a compound annual growth rate (CAGR) of 17.0% and projected to reach 2.664 trillion yuan by 2028 [1][4] - The Shanghai Midea Global Innovation Park, which opened on July 21, 2023, represents a significant investment of 7 billion yuan and aims to serve as a core R&D hub for Midea Group, focusing on smart technology and advanced research [1][4] Industry Overview - The smart building market in China is expected to reach 3 trillion yuan by 2030, indicating a strong growth trajectory in the sector [1] - The integration of AI and IoT in public spaces is enhancing operational efficiency and energy management, with Midea's iBUILDING platform exemplifying this trend [4][6] Company Developments - The Shanghai Midea Global Innovation Park features a total construction area of approximately 400,000 square meters, with facilities for both office and commercial use [1][4] - The park incorporates sustainable design elements, including photovoltaic panels that cover about 20,000 square meters, contributing to a 20% reduction in annual energy consumption [4] - Midea's iBUILDING platform enables smart management of various systems within the park, optimizing energy use and enhancing user experience through automated adjustments based on real-time data [6][9] Technological Advancements - The park utilizes Midea's LINVOL high-end smart elevator products and integrates various IoT devices for precise energy management [6] - Midea's transition from a single equipment supplier to a comprehensive building solutions provider reflects a strategic shift to meet both explicit and latent customer needs [6][9] - The iBUILDING platform's capabilities extend beyond the park, being applicable in diverse environments such as hospitals, schools, and airports, showcasing its versatility [9]