芯联集成董事长、总经理赵奇指出，作为一站式系统代工方案供应商，企业很荣幸能与 产业链伙伴开展深度合作。此次合作将充分发挥芯联集成在芯片研发与制造方面的优势，为 Micro-LED在车载及其他场景的应用提供可靠的芯片解决方案，共同推动半导体产业的技术 创新与生态构建。 九峰山实验室主任丁琪超强调，世界级产业集群的打造离不开世界级企业和世界级实验 室的支撑，与一流企业携手开拓世界级产业新赛道，是九峰山实验室的重要使命。此次与星 宇股份、芯联集成的合作，将打通从基础研究到产业应用的"最后一公里"，推动更多创新成 果走出实验室、走向市场，为我国光电产业的高质量发展注入强劲动力。 此次三方战略合作的达成，对推动光电领域产学研用的深度融合与协同创新具有重要意 义。通过整合产业链关键优势资源，三方将合力突破Micro-LED领域的核心技术瓶颈，持续 深化技术创新与产业协同的融合程度，携手开创光电产业发展的全新未来。 作为合作三方，各自的行业优势为此次协同奠定了坚实基础。星宇股份是中国车灯行业 的领军企业，拥有完善的自主研发体系与强大的设计开发制造能力，产品广泛配套国内外主 流汽车品牌；芯联集成是国内领先的一站式系统代工解决 ...

谁都没有想到，风电龙头公司金风科技（002202.SZ，02208.HK）会因多年前的股权投资，跻身A股千亿市值俱乐部。 1月9日，金风科技A股股价涨停，报收31.94元，市值继续创下历史新高，达到1349亿元。2026年开年以来，金风科技A股股价累计涨幅已超过 56%，最近一个月涨幅超过100%，成为整个新能源领域涨幅最高的公司。 然而，资本市场情绪的爆发点并非来自金风科技风电主业的突破。 "预期金风科技的潜在投资收益将支撑其短期盈利表现，并推动中期估值重估。"一家投行最新发布的研报指出了近期金风科技股价大涨的最大 驱动因素——间接投资商业航天公司蓝箭航天。 2025年12月31日，上交所正式受理蓝箭航天科创板IPO申请。由此，一场风电企业"沾光商业航天"的资本狂欢拉开帷幕。 事实上，从风电产业链核心环节的卡位，到储能、氢能等新能源赛道的延伸，再到商业航天等前沿领域的跨界，金风科技早已超越单纯的风电 设备制造商身份，构建起一个覆盖多领域的产业投资生态。 不过，因投资而撑起的千亿市值，金风科技能维持多久？ 金风科技这次的资本狂欢，也得益于蓝箭航天IPO堪称高效的进程：自2025年7月29日完成辅导备案，到20 ...

签约现场，戴旻与唐志华共同回顾了双方过往合作历程，对合作成果予以高度肯定，并围绕产业发展、产品研发、技术迭代及国际化布局等议题展开深入 交流，对此次战略携手充满期待。 根据协议，双方将立足优势互补、合作共赢原则，在技术协同创新、全球项目合作、智能制造升级、产业链价值提升四大核心领域深化合作，通过提升系 统解决方案的效能与价值，充分释放产业链协同潜力，合力打造开放式创新新范式，树立智能制造与全球化项目合作新标杆。 此次签约是双方深化合作、生态共进的重要里程碑。未来，双方将以此为起点，持续拓展合作边界，为中国汽车零部件产业的转型升级与创新突破注入强 劲动能，助力双方实现高质量发展。 12月26日，中汽工程与江苏新泉汽车饰件股份有限公司（下称"新泉股份"）战略合作签约仪式在新泉股份总部举行。国机汽车、中汽工程党委书记、董事 长戴旻，新泉股份董事长唐志华出席仪式并共同见证签约；中汽工程副总经理张波与新泉股份执行副总裁高海龙分别代表双方签署协议。 ...

Group 1 - The role of vocational colleges in promoting the development of the industrial chain is increasingly important, focusing on the integration of education, technology, talent, and industry [1][2] - The integration of these four elements is essential for adapting to industrial transformation and providing high-level technical talent to support economic development [1][2] - Higher vocational education is crucial for aligning with industrial needs, enhancing national innovation capabilities, and driving the transformation of the industrial chain [2][3] Group 2 - The "four-chain integration" strategy emphasizes the collaboration between education, technology, talent, and industry, which is vital for modern industrial system construction [2][3] - Vocational education plays an irreplaceable role in fostering technical talent and facilitating innovation within enterprises, thereby enhancing overall innovation levels [3][4] - The adjustment of educational goals and training methods in vocational colleges is necessary to meet the latest industrial demands and support regional economic development [3][4] Group 3 - The talent cultivation logic of "four-chain integration" ensures that vocational education aligns closely with industry needs, providing timely and precise talent supply [4][5] - In 2024, vocational colleges are expected to add 6,068 new professional programs while eliminating oversupplied ones, reflecting the flexibility and foresight of vocational education [4][5] - The emphasis on cultivating skilled talent capable of meeting the demands of emerging industries, such as high-end manufacturing, is critical for future industrial development [4][5]

Core Insights - The Chinese audio and audio recording glasses market experienced significant growth in Q2 2025, driven by the launch of new products from Xiaomi, including the Xiaomi AI glasses and Thunderbird V3, leading to a market share increase to 19.7% [3]. Market Performance - In Q2 2025, the total shipment of smart glasses in China reached 664,000 units, marking a year-on-year increase of 145.5% [2]. - The audio and audio recording glasses segment saw shipments of 514,000 units, reflecting a remarkable year-on-year growth of 256.6% [3]. - The AR/VR market in China recorded shipments of 150,000 units in Q2 2025, with a year-on-year growth of 18.7% [3]. Market Segmentation - The AR & ER category significantly contributed to the growth, achieving a market share of 76.4% with a year-on-year increase of 61.8%, while the VR & MR segment faced a decline of 36.2% [3]. - The competitive landscape is shifting, with notable performances from products like the Thunderbird Air 3S and Xreal One, while Pico experienced a decline due to a product transition period [3]. Future Projections - The Chinese smart glasses market is projected to reach 2.846 million units by 2025, representing a year-on-year growth of 116.4%, with audio and audio recording glasses expected to account for 2.202 million units, growing by 183.2% [3]. - The AR/VR device shipments are anticipated to reach 644,000 units, reflecting a year-on-year growth of 19.8% [3]. Industry Trends - Analysts predict that the second half of 2025 will see a comprehensive deepening of the smart glasses market in China, with a focus on AI ecosystem integration, channel optimization, technological collaboration, and matching of scene demands [4].

Core Viewpoint - The event "Decoding New Technology Scenarios, Driving Collaborative New Models" successfully showcased innovations in the energy storage industry, emphasizing the importance of technological collaboration and resource optimization within the industry chain [1][3]. Group 1: Event Overview - The event was held during the 13th International Energy Storage Summit and Exhibition (ESIE 2025), organized by Haibo Sichuang Technology Co., Ltd. and supported by the Zhongguancun Science City New Energy and New Materials Industry Committee [1]. - It gathered 12 core enterprises from the industry chain, including Beijing Keri Group Co., Ltd. and Beijing Suoying Electric Technology Co., Ltd., to explore collaborative innovation models [1]. Group 2: Technological Innovations - Attendees visited exhibition booths to learn about the latest technologies, including AI intelligent storage and the next-generation all-liquid cooling energy storage system [1]. - Haibo Sichuang's General Manager Wang Leibo highlighted the multi-scenario applications of their innovative energy storage products and the progress in AI-enabled lifecycle value enhancement [1]. Group 3: Industry Collaboration - The Secretary-General of the Zhongguancun Science City New Energy and New Materials Industry Committee, Li Shaoxing, emphasized the need for technological innovation as a driving force for the new energy storage industry [3]. - The event served as an efficient communication platform for the energy storage industry chain, showcasing the practical value of "party building leading, chain innovation" [3].