又一家企业跨界进军工商业用户侧储能！ 6月16日晚，泰禾智能公告称，为拓展工商业用户侧储能业务，拟筹划收购控股股东阳光新能源全资子公司阳光优储100%股权，交易价格不超过 5000万元。 ■ AI识别企业为何"0经验"跨界储能？ 泰禾智能指出，本次交易系跨界收购，公司自身从未从事工商业用户侧储能业务，没有相关的技术人员储备，存在较大的跨界经营风险 。 但同 时"对公司整体经营影响较小"。 据了解，泰禾智能是一家基于AI视觉识别的成套智能化装备和服务提供商， 当前核心业务为智能检测分选装备、智能包装装备两大业务。2024年 泰禾智能实现营业收入5.64亿元，同比增长10.68%；归属于上市公司股东的净利润2146.96万元，同比大幅增长89.89%。 近年来，泰禾智能在光谱检测、智能算法和工业机器人自动化等方面具备一定积累，并积极拓展新能源业务领域。此番交易意图收购控股股东阳光 新能源旗下的储能资产，标志着其新能源延伸战略迈出实质性一步。 泰禾智能表示，本次交易是公司基于工商业用户侧储能业务发展潜力的判断，工商业用户侧储能行业受电价分时价差影响，其风险主要在于电力市 场价格波动的不确定性。 纵观当前工商业用户侧 ...

6月11日下午，在华为Pura 80系列正式亮相发布会前，余承东先在微博玩梗为Pura 80开场 造势。 6月11日，在华为新品发布会上， 华为常务董事、终端BG董事长 余承东宣布， Pura 80 Pro版本售价6499元起 ，Pura 80 Pro+版本售价7999元起，Pura 80 Ultra版本售价9999 元起。其中Pura 80 Ultra版本最高售价10999元。 余承东介绍，Pura 80系列在视频拍摄方面表现出色，华为Pura 80系列出厂搭载 HarmonyOS 5.1操作系统，全新小艺再升级，新增AI视觉识别能力。 余承东表示，Pura 80系列在视频拍摄方面表现出色，尤其在高难度的大光比场景中。全系采 用第八代ISP，配合一英寸RYYB超大底传感器。其中华为Pura 80 Ultra通过一镜双目的双焦 段切换式长焦结构，将3.7x中长焦镜头与9.4x超长焦镜头合二为一，配合1/1.28英寸业界最 大长焦传感器。 余承东在发布会上表示： "Pura 80系列的影像能力绝对对得起那四个字（遥遥领先） 。" 发布会上，余承东表示，科技长跑拼的是长期的研发投入耐力， 过去十年，华为累计研发投 ...

Core Points - Huawei upgraded its AI capabilities with the launch of the Pura80 series smartphones, introducing enhanced AI visual recognition features [1] - The new AI assistant, Xiaoyi, now includes functionalities such as "Xiaoyi Sees the World" and continuous translation [1] Company Summary - Huawei held a product launch event on June 11, where it unveiled the Pura80 series smartphones [1] - The upgraded AI capabilities are a significant enhancement for the company's product offerings in the smartphone market [1] Industry Summary - The introduction of advanced AI features reflects the growing trend in the smartphone industry towards integrating AI technologies to improve user experience [1] - The competition in the smartphone market is intensifying as companies like Huawei innovate with AI functionalities [1]

售价方面，华为Pura 80 Pro售价6499元起，Pura 80 Pro+售价7999元起，Pura 80 Ultra售价9999元起； Pura 80标准版将于7月开售，暂未公布具体价格。 另外，余承东宣布，HarmonyOS 5.1将于7月开启升级，首批升级机型包含华为Mate 70系列、华为Pura X、华为MatePad Pro 13.2英寸等。 责任编辑：何俊熹 余承东介绍，华为Pura 80系列升级第八代ISP，配合一英寸RYYB超大底传感器，实时数据处理能力提 升200%，AI色彩引擎提升120%，AI降噪提升113%，AI实时HDR提升41%，实现视频能力跨越式升 级。 其中，华为Pura 80 Ultra采用1英寸超高动态主摄，具备业界最高动态范围及业界最大进光量；首创一镜 双目长焦，实现超大底与超长焦的结合。通过一镜双目的双焦段切换式长焦结构，将3.7x中长焦镜头与 9.4x超长焦镜头合二为一，配合1/1.28英寸业界最大长焦传感器，升级长焦画质。 华为Pura 80系列出厂搭载HarmonyOS 5.1操作系统，全新小艺再升级，新增AI视觉识别能力，并拥有 5000+知名景点知识，可 ...

省流版:当初用电容是因为视觉检测能力不够强，够强后就决定取消电容了，理想认为因为更强的视 觉检测可以适应更高的速度域，实际体验较过去的电容版本更强了。 以下为理想第一产品线负责人老汤哥原文： 看样子又可以来写个小故事了，写一写理想汽车方向盘监测的进化史了。 最早在2019年的理想ONE的时代，这是我们开发的第一款带辅助驾驶的车型，当时方向盘的监测到 底用什么方式就经历过了讨论，（其实方向盘监测是法规要求，并不是一个功能配置）。 当时技术路线有2条： 第一条，特斯拉的扭矩方案，方向盘需要轻轻的掰一下，给一个相对还不小的力。 第二条，用电容，说是电容，其实很多时候需要 手"捏"一下方向盘，因为需要比较大的"手"接触面 积。 最后大家讨论下来，还是选择了电容方式（其实扭矩也具备，只是主要用电容）。 因为当时特斯拉的体验并不好，需要用力的"掰"一下方向盘。 其实我们当时用这个方式，还是蛮大的挑战，因为和特斯拉的方式不太一样，和行业常规方案都不太 一样。 不过还好，可能也因为当时理想ONE的辅助驾驶就是一个ME的外包方案，也不是行业的头部，也没 有什么风浪。 到了理想ONE的2021款，我们辅助驾驶切换成了自研的方案， ...

折射外贸新机遇 在山东港口青岛港前湾港区，这艘前往美国东部的集装箱轮已装卸完成，比原计划提前四小时离港启航。 这艘集装箱轮原计划在青岛港是只卸不装，现在面对新的市场形势，公司立即调整了运营策略，船舶将迅速装箱，继续前往美国。随着这条航线从之前每两 周一班重新调回每周一班，货代公司的业务量也出现了暴增。 作为中国北方重要的国际航运枢纽，青岛港的航线通达全球700多个港口，一季度集装箱吞吐量同比增速达到了7.4%。 在当下复杂多变的国际贸易形势下，这座港口如何找准方向为外贸企业"保驾护航"？ 港口"流量"剧增 青岛瑞之航国际物流有限公司航线经理 岳富海：第一是找货，再就是舱位的问题。一切都是速度，海运费上涨的速度也是很快的。 自5月14日中美最新关税落地实施后，青岛港码头收到了不少对美出口客户的货运订单，加上6—9月是美国传统的进货旺季。青岛港前湾港区近万米长的集 装箱岸线上，26个泊位靠满货轮，集装箱被不断吊起，装满货物的卡车一辆接着一辆。 从家居到鞋履，不同行业的外贸企业也在全力抢时间、赶订单。 企业负责人告诉我们，这场变局中，他们也在摆脱对单一市场的依赖，加大开拓欧洲、非洲、东南亚等国外市场的力度。 青岛锦 ...

编号：2025-002 | | □分析师会议 □特定对象调研 | | --- | --- | | 投资者关系活 | □媒体采访 □业绩说明会 | | 动类别 | □路演活动 □新闻发布会 | | | □现场参观 □反路演 | | | ☑其他（线上会议） 华泰资产管理有限公司、上海山楂树甄琢资产管理中心（有限合伙）、红杉资本股权投 | | | 管理有限公司、宏利基金管理有限公司、招商信诺资产管理有限公司、发展研究中心、 | | | 资管理(天津)有限公司、PINPOINT ASSET MANAGEMENT LIMITED、佛山市东盈投资 | | | 中信保诚基金管理有限公司、招银理财有限责任公司、新华基金管理股份有限公司、长 | | | 城财富资产管理股份有限公司、西南证券股份有限公司、浙商证券、上海混沌投资（集 | | | 团）有限公司、国寿安保基金管理有限公司、上海道合私募基金管理有限公司、博时基 | | 参与单位名称 | 金管理有限公司、汇添富基金管理股份有限公司、杭州萧山泽泉投资管理有限公司、建 | | | 信基金管理有限责任公司、中国人寿资产管理有限公司、平安基金管理有限公司、诺德 | | | 基金管 ...

Core Insights - Brinc Drones, founded by 25-year-old Blake Resnick, focuses on manufacturing drones for public safety, particularly in emergency response scenarios [3][5] - The company recently secured $75 million in funding led by Index Ventures, bringing its total funding to $157.2 million, with a reported valuation of $300 million in 2023 [5][6] - Brinc's growth is supported by increasing public safety concerns, favorable government policies, and advancements in technology [6][8] Company Overview - Brinc Drones specializes in creating drones equipped with advanced features such as optical radar for indoor navigation and two-way communication capabilities [10] - The company's drones have been successfully utilized in high-risk situations, including disaster response efforts in Turkey [10][11] - Brinc's DFR project has demonstrated a 54% reduction in emergency response times and the ability to address 25% of calls without deploying officers [11] Market Dynamics - The U.S. drone market is projected to grow from $3.345 billion in 2024 to $5.4701 billion by 2029, with a compound annual growth rate of 10.3% [6] - The public's anxiety over safety, particularly due to rising gun violence, is a significant driver for the demand for drones in law enforcement [6][8] - Government policies restricting the use of foreign drones, particularly those from China, create opportunities for domestic companies like Brinc [8] Competitive Landscape - Brinc faces competition from other U.S. companies such as Flock Safety and Skydio, which have higher valuations and are expanding their drone offerings [28] - The company’s business model includes high-margin hardware sales and subscription services, which provide a steady revenue stream [17][19] - Brinc's collaboration with Motorola Solutions aims to integrate its drones with existing public safety tools, enhancing operational efficiency [19] Future Prospects - The company plans to expand its workforce and continue developing advanced emergency drones to meet growing market demands [11] - Brinc's strategy positions it as a potential leader in the public safety drone sector, leveraging technology and strategic partnerships [20] - The success of Brinc highlights the intersection of technology, capital, and policy in shaping the future of public safety solutions [30]

Core Viewpoint - The company is focusing on the development of smart controllers and products, aiming to enhance brand recognition and expand into new market segments while maintaining stable growth in its core business [1][3]. Group 1: Business Strategy - The company plans to leverage its advantages in technology, quality, and supply chain management to deepen strategic partnerships with core customers and solidify its "cash cow" business [1][3]. - The company aims to build a diversified business model and strengthen brand development, transitioning from manufacturing to branding to create new growth curves [1][3][13]. - The company is exploring various cooperation models with cross-border e-commerce, focusing on overseas smart auto parts markets and expanding product applications to emerging scenarios [1][3][12]. Group 2: Financial Performance - In Q1 2025, the company achieved a sales revenue of 216.49 million yuan, a year-on-year increase of 6.57%, while the net profit attributable to shareholders was 10.58 million yuan, a year-on-year decrease of 36.68% [4][6][7]. - For the year 2024, the company reported a sales revenue of 851.38 million yuan, a year-on-year decrease of 1.78%, but the net profit attributable to shareholders increased by 16.06% to 55.25 million yuan [6][7]. - The decline in net profit in Q1 2025 was attributed to increased R&D expenses, reduced other income, and ongoing losses from non-wholly-owned subsidiaries [4][7][10]. Group 3: Market Position and Challenges - The company has a relatively low exposure to the U.S. market, which mitigates the impact of U.S. tariff policies on its overall operations [9][10]. - The company has established an international smart production base in Vietnam to diversify tariff risks and optimize global resource allocation [9][10][11]. - The company is actively expanding its presence in the smart pet care sector through its "Pikfang" brand, utilizing various online and offline sales channels to enhance brand visibility [13][14]. Group 4: Future Outlook - The integration of information technology, IoT, and AI is expected to create broader development opportunities for smart controllers, with increasing technical content and added value [12]. - The company is committed to continuous innovation in technology and market expansion, focusing on high-quality development in its core business areas [12][13].