以下文章来源于智能涌现 ，作者邱晓芬 智能涌现 . 直击AI新时代下涌现的产业革命。36氪旗下账号。 作为vivo iQOO早期创始成员，宋紫薇曾从0到1主导过多个爆款产品系列的产品定义、研发到上市。此后，iQOO手机的飞速增长 也让她在科技圈内一举成名，因此被行业称为"手机行业明星产品经理"。 到2023年9月，宋紫薇从vivo离职并加入理想汽车。从手机到汽车，多年深耕消费电子与高端智能硬件领域，也让其在用户洞察、 产品定义、研发、供应链管理与市场操盘等方面积累了全流程实战经验。 2026年，AI硬件赛道从卷模型转向卷场景。 文 ｜ 邱晓芬 编辑 ｜ 苏建勋 来源｜ 智能涌现（ID：AIEmergence） 封面来源 ｜ 公开网络 AI硬件的创业风潮正席卷整个消费电子领域，前小米中国区市场部总经理王腾、小米互联网业务部总经理马骥等手机圈高管纷纷 下场创业，产品形态包括AI睡眠硬件、AI耳机、AI影像硬件等等。 2024年10月，vivo明星手机产品经理宋紫薇也在微博宣布投身AI智能硬件领域创业。此后，关于其创业方向一直众说纷纭。 "智能涌现"从知情人士处获悉，宋紫薇的创业公司"薇光点亮" 将打造以时尚AI ...

电网设备进入加速阶段， 通信设备维持上升趋势 长江证券研究所金融工程研究小组 2026-03-08 %% %% %% %% research.95579.com 1 分析师 覃川桃 SAC执业证书编号：S0490513030001 SFC执业证书编号：BUT353 分析师及联系人 证券研究报告 • 证券研究报告 • %% %% 看不如电网设备及MiniLed。 表：三月涨幅榜Top20（截至3月7日） | 序号 | 属性 | 名称 | 最低到最高涨幅 | 前最低价（元） | 起涨时自由流通市值（亿） | 起涨时成交额（千万） | | --- | --- | --- | --- | --- | --- | --- | | 1 | 化工 | 凌玮科技 | 70 83% . | 39 8 . | 15 01 . | 43 76 . | | 2 | 天然气 | 特瑞斯 | 61 13% . | 12 94 . | 5 97 . | 14 06 . | | 3 | 油服 | 科力股份 | 58 41% . | 62 3 . | 20 42 . | 78 54 . | | 4 | 航运 | 国航远洋 | 56 51% . ...

恐慌情绪有所缓解，市场风格切换至科技成长。 周四恐慌情绪有所缓解，对中东局势的担忧通过两个交易日的调整后已经得到一定程度释放，A股迎 来超跌反弹。其中近期领跌的科创板指数领涨市场，而石油石化板块则连续第二个交易日出现回调。目前霍尔木兹海峡的油运通道依然存在较大不确定 性，由此导致原油、美元等避险品种价格依然维持上涨趋势，市场风险偏好能否出现持续回升仍然取决于中东局势是否能出现实质性缓和。 后市展望： 中东局势存在较大不确定性，原油价格走势或将影响短期市场节奏。中东局势目前存在较大不确定性，其对全球原油市场的供给将形成 多大冲击，以及冲击将延续多长时间目前均较难判断。若原油价格在此期间出现大幅上涨，则容易诱发市场对该事件的担忧，同时对A股板块轮动也将形 成明显影响。石油化工板块的持续强势将对科技成长板块的偏好形成压制，导致指数依然维持缓慢上行的节奏，但个股表现却明显弱于大盘。但从中长期 而言，A股震荡上行的趋势依然没有发生变化，居民储蓄入市以及A股上市公司业绩出现回升仍然是中期行情的两大支撑因素。 热点板块： 3月进入年报季，关注业绩高景气板块。3月即将进入年报季，业绩高景气方向将成为市场关注焦点。从年报预告披 ...

Investment Rating - The report assigns a "Buy" rating for the company for the first time [3]. Core Insights - The company is positioned as a platform-type precision manufacturing leader, expanding into AI hardware and commercial aerospace, which is expected to drive new growth [5]. - The company has a solid foundation in consumer electronics, with a focus on innovation to drive growth, particularly benefiting from major clients' hardware innovations [5][11]. - The company is expected to achieve significant revenue growth, with projected revenues of 83.1 billion yuan in 2025 and 117.4 billion yuan in 2027, reflecting a compound annual growth rate (CAGR) of 18.8% from 2025 to 2027 [3][5]. Summary by Sections 1. Full Industry Chain Layout and Multi-Business Synergy - The company has evolved from a glass processing business to a comprehensive provider of intelligent hardware solutions, establishing a strong presence in the consumer electronics sector [10][11]. - The company has expanded its product offerings to include precision ceramics, sapphire, and metal components, solidifying its position as a core supplier in the consumer electronics industry [10][11]. 2. Consumer Electronics: Solid Platform Foundation and Innovation-Driven Growth - The company has deep ties with major clients, particularly Apple, with revenue from Apple increasing from 49.4% in 2017 to 71.0% in 2022, and projected to contribute 345.66 billion yuan in 2024 [29]. - The company is expected to benefit from the AI narrative reboot by Apple, which may shorten the replacement cycle for iPhones and boost sales [35]. 3. Automotive Business: Continuous Client and Product Expansion - The company has established itself as a Tier 1 supplier for Tesla and has expanded its client base to over 30 domestic and international customers, driving revenue growth in the automotive sector [60]. - The automotive business is projected to generate 59.4 billion yuan in revenue in 2024, reflecting an 18.8% year-over-year growth [60]. 4. Other Intelligent Terminals: Deep Layout in Robotics and AI Servers - The company is actively involved in the robotics sector, with products already integrated into major North American and domestic robotics clients, providing long-term growth potential [14]. - The acquisition of Yuan Shi Technology is expected to enhance the company's capabilities in AI server infrastructure, tapping into a rapidly growing market [14][60].

Core Viewpoint - The AI hardware market is experiencing a split, with some companies aggressively investing while others are retreating, highlighting the importance of identifying the correct trends in the industry [2][3][14]. Group 1: AI Hardware Trends - The article outlines three key trends in AI hardware for Q1 2026: naturalization of experience, scenario-based value, and ecological integration [4]. - Naturalization of experience refers to AI operating seamlessly in the background, allowing users to interact without needing to engage with specific applications [5][6]. - Scenario-based value emphasizes moving away from feature stacking to focusing on a few essential user scenarios, enhancing efficiency and user experience [8][9]. - Ecological integration highlights the importance of interconnected devices, where hardware serves as components within a larger digital ecosystem, enhancing user interaction and data sharing [10][11]. Group 2: Market Dynamics - The current AI hardware market is characterized by a divide between low-cost products and high-end, experience-driven offerings, creating challenges for consumers in discerning value [13][14]. - Companies like OpenAI are making significant investments, such as the $6.5 billion in developing screenless hardware, indicating a shift in interaction paradigms [13]. - The market is filled with new products, but there is a lack of reliable criteria for consumers to evaluate their utility, emphasizing the need for a structured approach to assess AI hardware [14]. Group 3: Evaluation and Awards - The article introduces the "2026 Q1 Upward and New AI Hardware Trend List," which aims to recognize products that meet real user needs and demonstrate structural value [14][26]. - The evaluation will focus on consumer AI hardware products released or available for purchase in the Chinese market between January 1 and March 20, 2026 [15][18]. - Awards will be given for trend-setting products that have been validated by the market and those that show potential for innovation and rule-changing capabilities [23].

2026（第二届）起点锂电圆柱电池技术论坛暨圆柱电池20强排行榜发布会 活动主题： 全极耳技术跃升 大圆柱市场领航 活动时间： 2026年4月10日 活动地址： 深圳宝安维纳斯皇家酒店三楼维纳斯厅（深圳国际会展中心京基百纳店） 主办单位： 起点锂电、起点研究院SPIR 第一批赞助及演讲单位： 鹏辉能源/多氟多新能源/创明新能源/利维能/大族锂电/嘉智信诺/亿鑫丰/孚悦科技 倒计时37天 应用场景持续拓展 + 全极耳技术赋能性能提升的双重驱动下，圆柱电池再度成为行业与资本高度聚焦的技术路线。 3月4日， 睿恩新能源正式宣布完成A轮融资 ，累计股权融资已超9亿元。 本轮融资由IDG 资本领投3亿元， 原有股东同步追加投资，标志着睿 恩新能源首次引入外部顶级投资机构， 公司发展进入新阶段。 据悉，本次融资资金将全部用于全极耳圆柱电池技术迭代、产能扩张与全球市场布局，进一步巩固公司在高端动力锂电池领域的领先地位。 睿恩新能源专注于高比能、高倍率全极耳圆柱电池研发与制造，是江苏全极耳圆柱电池领域的标杆企业。 公司5.0Ah超高功率21700全极耳电池已于2025年3月实现全球率先量产并批量出货，6.0Ah超高容量217 ...

" 一年内连续完成四轮融资，种子轮融资总金额近3亿元人民币。 " 作者丨 李希 2026 年所有巨头都 在 不约而同 地 押注同一个方向 ——AI 硬件，尤其是可穿戴硬件。作为落地 Personal AI 的最后一公里， 各大 巨头都在探索 AI 可 穿戴硬件的终极形态 。 OpenAI 、苹果在 26 年 春节期间也都不约而同 地 被 曝 出在瞄准同一款硬件 —— 带摄像头的 AI 耳机。 作为全球首个实现带摄像头 AI 耳机发布并量产的公司，光帆科技于去年 12 月率先发布了自己的产品， 并于 1 月份登陆 CES ，获得全球瞩目。与此同时， 近日光帆科技正式宣布，已于年前完成 种子 ++ 轮 及种子 +++ 轮融资，一年内连续完成四轮融资，种子轮融资总金额近 3 亿元人民币，募集资金将重点用 于面向下一代人机交互的 AI 可穿戴硬件及 Agent OS 相关领域的落地。 据悉， 本次融资由 联想集团 和 小鹏汽车（星航资本） 联合领投， 高秉强教授、 Brizan Ventures 、 Forebright Concerto 参投， 众多老股东连续追投，并满额、超额加注 。 除了本次的联想和小鹏，光帆科 ...

Summary of Conference Call Notes Industry Overview - The conference call discusses the A-share market performance on March 3, 2023, highlighting a significant decline across major indices. The Shanghai Composite Index fell by 1.43% to close at 4122 points, while the Shenzhen Component Index and the ChiNext Index dropped by 3.07% and 2.57%, respectively. The total trading volume reached 3.13 trillion yuan, an increase of over 100 billion yuan compared to the previous trading day [1][1][1]. Key Points on Industry Performance - **Top Performing Industries**: - Oil and Petrochemicals: +6.75% - Coal: +1.76% - Transportation: +1.13% - Banking: +1.07% - Public Utilities: +0.49% [1][1][1] - **Underperforming Industries**: - Defense and Military: -6.74% - Non-ferrous Metals: -5.61% - Electronics: -5.30% - Computers: -4.94% - Media: -4.29% [1][1][1] Market News - The Ministry of Industry and Information Technology, along with five other departments, released guidelines to promote the comprehensive utilization of photovoltaic components, aiming to enhance technology and equipment levels by 2030 [3][3][3]. - In the first week following new policies in the Shanghai real estate market, there was a rapid increase in demand-side activity, with online inquiries rising by 97.6% and conversion rates improving by 180% [3][3][3]. - Qatar Energy, the world's largest natural gas producer, announced a halt in liquefied natural gas exports due to military attacks on its facilities [3][3][3]. Market Outlook and Considerations - The Shanghai Composite Index's recent performance has created a situation of trapped capital and pessimism that will require time to resolve. If the intensity of the U.S.-Iran conflict continues, short-term risk aversion may persist. However, there is no need for excessive pessimism as the current economic resilience and cycle position have improved compared to 2022. The impact of war and high oil prices on inflation affecting AI hardware and other assets is expected to be limited [4][4][4]. - Despite the overall market decline, sectors with solid supply-demand dynamics, such as gas turbines, remain strong. Core assets with robust supply-demand support are crucial indicators. As the Two Sessions approach, the deeply corrected technology growth sector may see a rebound in funding due to policy catalysts [4][4][4]. Recommendations - It is advised to closely monitor the situation in the Middle East and oil price trends, while also paying attention to policy signals from the Two Sessions that may influence market risk appetite [5][5][5].

中东局势紧张压制市场风险偏好。 周二A股迎来较大幅度下跌，其中科创板指数下跌超5%领跌市场。市场出现调整的主要原因是中东局势紧张，霍 尔木兹海峡的油运通道可能面临关闭，由此导致原油、美元等避险品种价格大幅上涨，进而压制市场风险偏好。而A股板块轮动的规律显示，石油化工板 块与科技等成长板块存在明显的"负相关性"，石油板块的大幅上涨导致科技成长品种出现普跌。 后市展望： 中东局势存在较大不确定性，原油价格走势或将影响短期市场节奏。中东局势目前存在较大不确定性，其对全球原油市场的供给将形成 多大冲击，以及冲击将延续多长时间目前均较难判断。若原油价格在此期间出现大幅上涨，则容易诱发市场对该事件的担忧，同时对A股板块轮动也将形 成明显影响。石油化工板块的持续强势将对科技成长板块的偏好形成压制，导致指数依然维持缓慢上行的节奏，但个股表现却明显弱于大盘。但从中长期 而言，A股震荡上行的趋势依然没有发生变化，居民储蓄入市以及A股上市公司业绩出现回升仍然是中期行情的两大支撑因素。 热点板块： 3月进入年报季，关注业绩高景气板块。3月即将进入年报季，业绩高景气方向将成为市场关注焦点。从年报预告披露情况来看，科技硬 件、先进制造业 ...

但高密度的机会，从来不等于高效率的捕获 。当你真正以决策者身份置身其中，往往会遭遇理想与现实的错 位。你作为管理层、行业专家、投资人，亲自逛AWE展总会遇到六大痛点—— 对话层级错配 ： 展位接待你的多为基层销售，难以与创始人、CTO、供应链VP等核心决策层同 台交流，关键战略信息获取受限，深度尽调沦为表面寒暄。 有效信息少 ： 缺少资深专家团同行，无人现场拆解技术路线分歧、评估量产可行性、预判行业出 清节奏，走一圈下来，信息噪音多，认知升级少。 解决这些痛点，需要的不只是更好的体力或更详尽的攻略，而是一张进入核心圈层的入场券——由产业媒体筛 选标的、由专家团带队解读、由同圈层人群同行、由非正式场景沉淀关系。 这正是雷峰网-鲸犀团队发起探展计划的初衷—— 2026年3月12-15日，我们要带着一群人在上海AWE现场， 用半天的时间，走完别人3天也看不明白的深度 路线： 不走马观花，而是一场高效的行业尽调、精准的资源对接、深度的趋势研判。 " 30人大佬团，20个核心展台，2场闭门饭局，0距离资源链接。 " 作者丨 吴优 编辑丨 王亚峰 2025-2026年，全球AI投资主轴从软件转向硬件，具身智能进入产业落地 ...