Core Insights - Hesai Technology (NASDAQ: HSAI; HKEX: 2525) announced a strategic partnership with Meituan Drone to integrate its second-generation solid-state LiDAR technology into Meituan's drone logistics, marking a significant advancement in the low-altitude economy [1] Group 1: Company Developments - Meituan Drone is pioneering a new model for low-altitude logistics, creating a three-dimensional delivery network that overcomes traditional ground delivery limitations [3] - The newly launched M-Drone 4L features a solid-state LiDAR system, enabling all-weather precise navigation and positioning, crucial for nighttime logistics operations [5] - Hesai's FTX LiDAR has over twice the resolution of its predecessor and is 66% lighter, reducing integration difficulty and manufacturing costs for drones [13] Group 2: Industry Trends - The low-altitude economy is projected to reach a market size of 1.5 trillion yuan by 2025 and 3.5 trillion yuan by 2035, indicating strong growth potential [7] - The integration of LiDAR technology enhances the safety and operational capabilities of drones in complex urban environments, addressing challenges such as obstacles and adverse weather conditions [11] - The low-altitude logistics sector has seen significant advancements, with Meituan Drone operating 65 routes and completing over 740,000 orders across multiple cities, showcasing the potential of low-altitude logistics in instant retail [8]

Core Viewpoint - Sengine Technology has completed nearly 100 million RMB financing in Pre-A and Pre-A+ rounds, indicating strong market consensus on the high potential of "spatial intelligence" as a new frontier in AI technology [1] Group 1: Investment and Financing - The financing round included investments from various state-owned platforms and market-oriented institutions, highlighting the growing interest in spatial AI [1] - The funds will be used to accelerate product development, recruit top talent, and expand into global markets [1] Group 2: 3D Spatial Modality - 3D space is identified as the next foundational modality following video, representing a significant leap in information richness and user experience [2] - The cost of 3D modeling has dramatically decreased from 500 RMB to 0.5 RMB per model, facilitating the growth of this new modality [5] Group 3: Product Offerings - Sengine Technology has launched "SenBox³," an AI-powered home game that allows users to create personalized digital living spaces with minimal input [8] - The product has gained significant attention, attracting millions of views and followers [8] Group 4: Industry Applications - The company is providing spatial API services to leading e-commerce firms, enhancing user experience by generating 3D representations of products based on shopping lists [17] - This approach aims to improve conversion rates and average transaction values for businesses [17] Group 5: Spatial Intelligence and World Models - Spatial intelligence is crucial for developing embodied AI, enabling robots to navigate and understand complex environments [19] - Sengine Technology is one of the few companies capable of generating high-fidelity 3D spatial data, which is essential for training AI in real-world scenarios [23] Group 6: Unique Positioning - The company is creating a new discipline by integrating knowledge from multiple fields, including computer graphics and architecture, to develop its unique spatial generation system [25] - Collaborations with top universities enhance its research capabilities and innovation [26] Group 7: Competitive Advantages - Sengine Technology's end-to-end spatial AI generation system significantly lowers the barrier for content creation, fostering a user-generated content ecosystem [33] - The reliance on synthetic data for training models allows for a broader and more diverse dataset, essential for achieving general spatial intelligence [34]

发布会上，钉钉开放平台总经理王铭说，在 AI 变革的时代，没有一艘船是安全的，钉钉要做的就是和 合作伙伴抱团取暖。 钉钉在 2021 年转型成为一个企业协同办公和应用开发平台，与第三方开发者共建生态，几年时间钉钉 的应用数量已经超过 1000 万个。 以前，软件开发者更多看重钉钉背后的客户资源，钉钉像一个超市，售卖开发者提供的软件服务；现 在，钉钉加入了更多的底座技术能力、模型能力，以及不同的合作模式，希望从应用卖场变成 AI 应用 和 AI 创业团队的孵化器。 让一部分 AI 创业团队先跑起来。 自 ChatGPT 发布以来，大模型不断刷新着能力的上限，也催生了更多的应用与场景。人们畅想的通用人 工智能助理、数字员工，正一步步形成雏形，行业相信，在模型能力达标后，应用的涌现速度会超出预 期。 但现在 AI 应用面临两重困境：有想法的团队没资源，没法触及目标客户群；有资源、有客群的传统企 业不知道怎么用好 AI、怕被技术的浪潮甩下。 连接双方的需求，一直是平台型企业的使命和机会。AI 时代新的办公、业务需求，平台型企业也在尝试 作出相应的改变。 3 月 20 日，钉钉在北京举办 "AI 创业 N 次方" 生态 ...