1.【 Manus"润了"？官网显示"地区不可用"，社交账号清空 】 7月11日消息，日前有消息称，通用 AI智能体公司Manus对旗下部分国内业务进行裁员，并将核心技术人员迁往新加坡总部，公司目前在 中国区的员工总数为120人左右。对此，Manus方面曾回应称：基于公司自身经营效率考量，我们决 定对部分业务团队进行调整。公司将继续专注核心业务发展，提升整体运营效率。新浪科技发现，目 前Manus官网首页显示为"Manus在你所在的地区不可用"，而此前为"Manus中文版本正在开发 中"。此外，Manus官方微博和小红书账号的内容已清空。（新浪科技） 扫码订阅 AIGC 产业日报， 精选行业新闻，帮你省时间！ 此外，如果您还想 查公司、找项目、看行业，深入了解人形机器人、商业航天、AGI等热门赛道 ，欢迎加入睿兽分析会员，解锁相关行业图谱和报告等。 （活动期间加入会员可免费获赠一份 产业日报） 4.【消息称亚马逊 AWS将于7月15日推出AI智能体市场，Anthropic参与】 7月11日消息，外媒 TechCrunch当地时间昨日援引消息人士的话称，亚马逊AWS将于7月15日在美国纽约市举行的AWS 峰会上 ...

电力电子及自动化 中恒电气（002364.SZ） 买入-B(维持) HVDC 方案领头羊，AI 浪潮下迎新机 公司近一年市场表现 投资要点： 公司介绍：聚焦数字能源产业链，软、硬件协同发展：公司创立于 1996 年，2010 年于深交所挂牌上市，主要业务包含数据中心与站点能源、数字电 网与综合能源服务、电力电源、新能源车充换电等。公司股权结构稳定，管 理层资历深厚。2024 年公司利润实现高增，2025 年预计持续增长。2024 年， 公司实现营业收入 19.6 亿元，同比+26.1%；实现归母净利润 1.1 亿元，同比 +178.5%。数据中心电源、电力操作电源系统、通信电源系统贡献主要营收， 2024 年，三者在营收中占比分别为 34.1%、24.4%、15.6%。 硬件业务：电源业务基本盘稳定，HVDC 迎来市场新机遇： 1）HVDC 方案先行者，AIDC 时代渗透率有望提升：当前数据中心常见 的几种不间断供电技术包括 AC UPS、HVDC 和市电直供+BBU 等。AIGC 时 代，HVDC 供电凭借输电距离长、损耗小、稳定性好、效率高等优点，渗透 率有望提升。公司是 HVDC 方案先行者，市场份额行 ...

2、请问公司城市运营业务情况如何？ 证券代码：300989 证券简称：蕾奥规划 深圳市蕾奥规划设计咨询股份有限公司 投资者关系活动记录表 编号：2025-006 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | ☑现场参观 □其他： | | 参与单位名称及 | 天风证券 王涛 | | 人员 | | | 时间 | 2025 年 7 月 11 日 | | 地点 | 公司 楼会议室 8 | | 上市公司接待人 | 董事、副总经理、董事会秘书、财务总监：金铖 | | 员姓名 | 投资者关系管理专员：庄娟 | | | 一、介绍公司的基本情况 | | | 二、主要问答环节 | | | 1、请问公司业绩波动原因是什么？对此有什么应对措施？ | | | 答：受传统规划业务市场萎缩、客户支付能力下降、行业竞争进一 | | | 年度，公司实 步加剧等因素的影响，公司业务面临较大增长压力。2024 | | | 现营业收入 万元，实现归母净利润-4,531.48 万元，扣非净利 31,879.46 | | | ...

竞业达 20250710 摘要 金溢达深耕教育信息化领域二十余年，拥有覆盖 K12 至高等教育的全链 条服务能力，积累了大量教育数据，为发展教育垂类大模型奠定基础。 公司在全国高校、职校及中小学累计覆盖教室数量超过 40 万间，形成 显著的数据优势。 国家智慧教育政策和财政支持力度加大，每年教育信息化投入巨大，为 金溢达业务发展提供广阔市场空间。预计未来 5 至 10 年，中高考及大 学生源供给规模将持续提升，推动院校建设投资增加，利好公司业务拓 展。 AI 与大模型技术重塑教育市场竞争格局，金溢达凭借数据积累和全链条 解决方案，构筑竞争壁垒。公司基于星空教育大模型，推出智能硬件、 教学中台及应用平台等产品矩阵，支撑学校教学过程，并新增实验教学 产品及质量评价诊断服务。 金溢达在智慧教室建设方面取得显著成果，通过多模态大模型引擎和私 有化教育大数据，为学校提供专用大模型，并与一线教师合作进行数据 二次训练，已推出 40 余种产品，提升智慧教室价值量，单间教室建设 成本提升至 50 万元以上。 Q&A 金溢达公司近期的经营情况如何，尤其是在 AI 相关领域的布局进展？ 金溢达成立于 1997 年，于 2020 ...

1.【 Grok 4正式发布】7 月10日，马斯克旗下公司xAI正式发布Grok4， 官方宣称，Grok 4是最 新、最强大的旗舰模型。现在已经可以在Grok官网上付费升级体验。官网显示，Grok 4每月费用为 30美元。(华尔街见闻) 2.【 可灵 AI推出可图2.1模型 】 7月10日，快手可灵AI上线可图2.1模型，在多个维度实现了全面升 级，包括指令遵循能力的大幅提升、人像美感和电影质感以及超180多种不同风格的响应能力，同时 新模型还进一步增强了文字生成效果。官方公布的数据显示，可灵AI已累计生成超3.44亿图片和1.68 亿视频。 （界面新闻） 3.【 OpenAI开放语言模型即将问世 】 美国科技媒体 The Verge，微软与OpenAI的复杂关系即将迎 来戏剧性转折。就在双方重新协商合同以允许OpenAI重组为营利性公司之际，OpenAI正准备发布一 款开放语言模型，这可能进一步加剧两家公司的裂痕。知情人士透露，萨姆·奥尔特曼领导的这家AI 实验室即将在下周发布开放权重模型，该模型不仅会登陆OpenAI和微软Azure服务器，还将向其他云 服务商开放。与OpenAI通常采用的封闭权重模式不同 ...

Core Insights - The micro-short drama industry is experiencing unprecedented policy and market opportunities, as evidenced by the high-profile "Chasing Light Plan" international competition and government support initiatives [1] - However, creators are facing challenges such as content homogenization leading to viewer fatigue and declining willingness to pay, indicating a shift from a growth phase to a more mature stage [1][2] - The industry is transitioning from a focus on rapid content consumption to a balance between artistic quality and commercial viability, emphasizing the importance of meaningful storytelling [1][3] Development Status - The supply of micro-short dramas has surged, with platforms like Red Fruit and "iQIYI" having a total inventory of 40,000 dramas, but effective viewership growth has slowed from 44% in February to 4.7% in June [2] - The industry is moving towards a new ecosystem where both long and short dramas coexist, with annual investments exceeding 300 billion yuan for long dramas and over 120 billion yuan for short dramas [2] - The focus has shifted from mere traffic to content that resonates emotionally with audiences, as highlighted by industry leaders [2] Creative Challenges - The phenomenon of "viewer fatigue" is emerging as a significant issue, with many viewers losing interest in the previously engaging fast-paced content [3] - The traditional model of content creation is being abandoned, with platforms reporting low script acceptance rates of 2-3% despite receiving over a thousand scripts weekly [3] - The industry is evolving towards a narrative structure that emphasizes character development over plot-driven storytelling, as seen in successful works like "Good Girl" [4] Platform Support - Platforms like iQIYI are categorizing micro-short dramas into vertical and horizontal formats, adapting their content strategies to prioritize quality over quantity [5] - iQIYI is focusing on IP adaptations to combat content homogenization, integrating nearly 30,000 novel IPs into their offerings [5] - Tencent Video is promoting a brand called "Ten-Minute Short Dramas," emphasizing high-quality content and user-centric emotional expression [6] Policy Support - Beijing's government is implementing strategies to promote high-quality micro-short dramas, with 120 dramas selected for national awards in 2024 [7] - The city is also fostering the development of a network audiovisual industry park, aiming for a production value exceeding 1 billion yuan by 2024 [8] - New policies are encouraging international outreach for micro-short dramas, with financial incentives for translation and copyright export [8] National Market Overview - The micro-short drama market in China is projected to reach 50.44 billion yuan in 2024, with a year-on-year growth of 34.9%, surpassing total box office revenues for films [11] - Beijing accounts for approximately 66% of the national market, with a production value of about 33.62 billion yuan [11] - The user demographic in Beijing shows a predominance of female viewers, with a significant portion of the audience aged 25-34 [11] Technological Innovation - The integration of AIGC (Artificial Intelligence Generated Content) is transforming the production process, reducing costs by over 30% and enabling new content forms [12] - The industry is witnessing a rise in creators utilizing AI for scriptwriting and production, indicating a shift towards democratized content creation [9] - Future developments may include AI-generated characters and personalized content tailored to individual viewers [10]

Core Viewpoint - The establishment of the Sichuan Provincial Education Media Alliance aims to enhance the effectiveness of education publicity and address challenges in the current media landscape, focusing on resource integration and collaborative content creation [1][2][3] Group 1: Alliance Formation and Objectives - The Sichuan Provincial Education Media Alliance was officially established on July 8, 2023, with participation from 12 central and provincial mainstream media outlets, along with 112 universities and 16 municipal members [1] - The alliance seeks to resolve issues related to the fragmentation of accounts and homogenization of content in the education publicity system, promoting a collaborative mechanism centered on platform co-construction, content co-creation, resource sharing, and talent cultivation [1][2] Group 2: Strategic Focus and Implementation - The alliance will focus on building a strong educational public opinion platform through a combination of policy advocacy, positive messaging, and public sentiment monitoring, aiming to produce impactful educational content [2] - The initiative will leverage advanced technologies such as general artificial intelligence and AIGC content generation to transform education communication from a one-way output to an interactive model, enhancing the effectiveness of publicity services [2] Group 3: Long-term Development and Goals - The alliance aims to create a sustainable development mechanism that fosters innovation and establishes a positive growth model, contributing to the construction of a strong education province and improving public satisfaction with education [3]

Core Insights - Chipone Technology has successfully established itself as a leading player in the semiconductor IP industry, being recognized as "China's first semiconductor IP stock" after its listing on the STAR Market in August 2020 [1][2] - The company has achieved significant milestones, including being included in the STAR 50 index and successfully completing a refinancing issuance under the "light asset, high R&D investment" recognition standard [1][3] - As of the end of Q1 2025, Chipone's order backlog reached a record high of 2.456 billion yuan, maintaining a high level for six consecutive quarters, indicating strong demand and growth potential [1][3] Company Development - Chipone Technology was founded in 2001 and has evolved from providing standard cell libraries to offering comprehensive chip customization services and semiconductor IP licensing [2] - The company initially aimed for a NASDAQ listing but chose to return to the Chinese capital market, benefiting from the reforms and growth prospects of the STAR Market [2] R&D and Market Position - Chipone ranks first in China and eighth globally in semiconductor IP licensing revenue as of 2024, with a strong focus on high R&D investment, maintaining over 30% of revenue allocated to R&D from 2020 to 2024 [3][4] - The company has successfully developed 5nm system-on-chip (SoC) technology and is executing multiple projects in the 4nm/5nm range, showcasing its advanced design capabilities [3] Strategic Growth and Financing - The recent A-share private placement marks a significant step for Chipone, allowing for more flexible fund allocation towards R&D and innovation, which is crucial for maintaining competitive advantages [4][5] - The company is also exploring mergers and acquisitions to enhance its industry position and foster ecosystem development, leveraging its status as a leading semiconductor IP provider [5][6] AI and Chiplet Technology - The rise of artificial intelligence has created substantial demand for high-performance chips, particularly in the AI ASIC sector, where Chipone has made significant advancements [6][7] - Chipone's neural network processor (NPU) IP has been adopted in 142 AI chip models across various sectors, including servers and automotive, with over 100 million units shipped [6][7] - The company has been proactive in developing Chiplet technology, which allows for modular integration of chips, enhancing performance while balancing costs, particularly in cloud AI and high-end automotive applications [8]

Group 1 - Major internet companies such as Tencent, Baidu, Xiaohongshu, Kuaishou, and YY Live are entering the short drama market, indicating a significant shift in the industry landscape [1][2] - The involvement of these giants will empower short drama creators with advanced technology and abundant resources, significantly reducing production costs and time through the use of AIGC [1] - For instance, a company in Guangzhou has utilized AI tools to generate 4,380 images and over 450 videos for a short drama project, drastically cutting down the production timeline from months to about ten days [1] Group 2 - The content of short dramas is evolving beyond simplistic narratives, with a focus on higher-quality themes such as intangible cultural heritage, law, history, and science fiction, targeting young consumers in first and second-tier cities [2] - Previously, leading short drama production companies operated on a model of industrialized production, but with the entry of internet giants, larger budgets are being allocated, such as over 1 million yuan for the production of "The World of Aunties" in 2024, which achieved a viewership of 3.6 billion [2] - This substantial viewership is expected to generate significant advertising revenue, as large production companies leverage scale effects to secure traffic and benefits from internet platforms [2]

Group 1 - The "Star Plan" internal entrepreneurship project roadshow by Shandong Digital Culture Group successfully showcased 20 teams with innovative project proposals, emphasizing the integration of technology, culture, ecology, and AI [1][2] - Projects presented included AIGC video production, smart parenting guidance, and a digital platform for the elderly, reflecting a blend of traditional culture and modern industry needs [2][3] - The roadshow served as a platform for evaluating project feasibility, innovation, and market potential, with judges providing valuable feedback to enhance project development [2] Group 2 - Shandong Digital Culture Group aims to lead in the digital culture industry by integrating media and cultural sectors, supported by key laboratories focused on digital innovation and data applications [3] - The "Star Plan" initiative is designed to stimulate employee entrepreneurship, fostering growth-oriented teams and projects within the digital culture sector [3] - The event highlighted the group's commitment to advancing the digital culture industry in Shandong, positioning itself as a leader in the national digital media landscape [3]