创新奇智(02121)公布2025年中期业绩，收入约6.99亿元，同比增长22.26%;毛利约2.45亿元，同比增长 26.55%;期内亏损为6051.3万元，同比收窄67.21%;经调整净亏损668.1万元，同比收窄82.14%。 创新奇智始终重视研发投入和科技创新，确保技术领先。截至2025年6月30日，公司累计申请专利1,394 件，其中发明专利1,145件;累计确权专利630件，其中发明专利407件。"奇智孔明 AInnoGC工业大模 型"通过国家网信办《生成式人工智能服务》备案，成为青岛市首批获得备案的大模型。"奇智孔明 AInnoGC工业大模型"成功入选山东省2025年工业领域行业大模型"揭榜挂帅"攻关项目。此外，公司联 合中国信通院人工智能研究所共同发布《人工智能+製造业应用落地研究报告》，深入剖析人工智能在 制造业技术应用的现状与关键创新方向，并结合创新奇智服务制造业客户的典型案例，揭示人工智能技 术在研发设计、生产制造、运营管理和产品服务等全流程中的智能化升级作用，展现了深刻的行业洞 察。 公司坚持"技术产品+行业场景"双轮驱动的模式，链接上下游合作伙伴，打造产业生态。在工业软件领 域，公司 ...

Core Insights - The "2025 Data Intelligence Conference" was held in Beijing, where the China Academy of Information and Communications Technology (CAICT) released the "AI Agent Industry Map 1.0" to outline the landscape of the AI agent industry, core technologies, and commercial pathways [1][3] - Kaimiride was recognized as one of the first representative vendors in the "Marketing AI Agent" category due to its self-developed AI agent platform and deep applications of AI in the financial sector [1][3] Industry Overview - The rapid development of AI technologies, particularly large models, is transforming AI from a singular application into a core engine driving the transformation of various industries [3] - The "Government Work Report 2025" emphasizes the continuation of the "Artificial Intelligence +" initiative, supporting the widespread application of large models [3] Company Highlights - Kaimiride's AI agent platform integrates cutting-edge AI technologies, featuring capabilities in intelligent perception, autonomous decision-making, efficient execution, and real-time feedback, while supporting mainstream large model access and secure private deployment [4] - In marketing scenarios, the platform enhances efficiency in peer marketing by intelligently analyzing and generating recommendation lists for peer clients, significantly improving the efficiency of traditional client selection methods [5] - The platform also upgrades retail marketing by deeply understanding customer needs and risk preferences, intelligently recommending suitable financial information and investment products, thereby enhancing customer experience and conversion rates [5] - The recognition in the "AI Agent Industry Map 1.0" marks a significant milestone for Kaimiride in the integration of AI and financial technology innovation [5] - Kaimiride plans to increase R&D investment and deepen the application of AI agent technology in financial scenarios, aiming to provide smarter and more efficient solutions for financial institutions [5]

Core Insights - The CEO of Leap AI, Jiang Daxin, announced the upcoming release of the full version of the inference model Step R1 and a more advanced Step image editing model within the next two to three months [2] - Leap AI emphasizes the importance of "multi-modal understanding and generation integration" as a key path towards developing a world model and progressing towards Artificial General Intelligence (AGI) [2][3] - Jiang Daxin highlighted that traditional traffic investment logic in AI product growth needs reevaluation, as demonstrated by the performance of DeepSeek and other AI products [2] Company Overview - Leap AI, founded in April 2023, is a leading startup focused on developing general AI models and has released the Step series of foundational models [5] - The company has raised several hundred million dollars in its B-round financing, with key investors including Shanghai State-owned Capital Investment Co., Tencent Investment, and Qiming Venture Partners [5] - Leap AI has launched 22 self-developed foundational models, with over 70% being multi-modal models, establishing itself as a leader in the multi-modal AI space [5] Product Development - The company has made significant advancements in multi-modal models, covering various applications such as image understanding, video generation, and music generation [5][7] - Leap AI has established deep collaborations with industry leaders in automotive, mobile, and IoT sectors, enhancing its product capabilities [7] - Recent product releases include the Step R-mini inference model and open-sourced video models, indicating a commitment to expanding its model capabilities [7] Strategic Focus - Leap AI is concentrating on developing intelligent terminal agents that enhance user experience by understanding environmental contexts [11] - The company believes that the integration of pre-trained foundational models with reinforcement learning can significantly improve reasoning capabilities [12] - Jiang Daxin asserts that achieving AGI requires a multi-modal approach, as human intelligence is diverse and relies on various modalities [8] Competitive Positioning - Leap AI differentiates itself from competitors like OpenAI and Google by focusing on foundational model development and multi-modal capabilities [13] - The company aims to create an ecosystem that integrates models with intelligent agents, bridging cloud and edge computing [13]

一、市场指数与成交额：缩量调整，三大指数均跌 今日 A 股市场三大指数早盘涨跌不一，截至收盘，上证指数 收 328 6 . 6 5 点，跌幅 0.0 5 % ，成交额约 4309 亿元；深证成指 收 98 49.80 点， 跌 幅 0.0 5 % ，成交额约 5912 亿元；创业板指 收 193 1 . 94 点， 跌 幅 0. 13 % ，成交额约 2707 亿元。总体来看，全 市场个股涨多跌少，超 3 500 只个股上涨 。沪深 两 市成交额达 1 万亿元，较上日此时缩量 300 亿元 。 二、盘面方面，机器人PEEK 方向受资金追捧 从盘面表现来看，今日涨幅靠前的板块呈现出明显的结构性特征。 PEEK 材料概念股爆发， 成为市场最大亮点，聚赛龙、新瀚新材、中欣氟材等多股涨停。该板块的走强主要得益于行业 自身的发展潜力以及市场对新材料领域的持续关注。随着科技的不断进步， PEEK 材料在航 空航天、汽车制造、电子信息等领域的应用前景愈发广阔，其优异的性能使得相关企业的市场 预期不断提升 。 宠物经济、人形机器人、 CRO 、医美、 AI 算力等题材也涨幅居前。其中，人形机器人板块 的上涨与行业技术的突破以 ...

Core Viewpoint - The global equity markets are experiencing a downturn, with A-shares showing weak fluctuations amid concerns over tariffs and upcoming earnings reports [4][5][6]. Market Performance - The three major indices are in a weak fluctuation state, with a total trading volume exceeding 1.2 trillion, an increase of nearly 9% compared to the previous trading day. However, nearly 4,000 stocks declined, and over 30 stocks hit the daily limit down, indicating a pessimistic market atmosphere [1]. - The technology sector saw a significant pullback, particularly in robotics, while some segments like computing power and AI applications showed signs of recovery in the afternoon [1][2]. Sector Highlights - AI applications are gaining traction, with companies like Saiyi Information and others experiencing notable gains following the release of AutoGLM by Zhipu [2]. - The robotics sector faced substantial adjustments, with several previously popular stocks experiencing significant declines, although some segments like massage robots showed strong performance [2]. Future Outlook - The market is expected to continue its weak trend due to liquidity pressures and the upcoming U.S. tariff policy on April 2, alongside the earnings season [5][6]. - Investors are advised to remain cautious and monitor key indicators such as the performance of U.S. stocks, the Hang Seng Index, and the Renminbi [4][6].