低空经济正在从0到1起步，空管龙头莱斯信息虽战略布局较快，但受主营业务拖累，上半年业绩承压严重。 最新财报显示，今年1-6月，莱斯信息营收4.57亿元 ，同比下降28.37%，归母净利润-0.31亿元，同比下降473.5%。 莱斯信息在2025年半年报中坦言，"受财政管控影响，项目建设审批更加严格，且建设内容以刚需为主。未来，城市智能交通市 场投资预计还将有持续下行风险。" 不过，莱斯信息也表示，随着城市化进程的加速和交通安全监管需求的持续增长，安全隐患治理、拥堵治理等成为市场刚需领 域，市场投入会继续保持。 方正证券研报显示，今年上半年，莱斯信息持续受到城市治理、道路交通运输两大板块业务减少及确收进度延迟导致的应收账 款坏账计提等影响，业绩持续承压，但多数核心项目有望在下半年陆续验收，维持公司整体业绩稳定。 据方正证券，莱斯信息2025年半年度确认信用减值损失和资产减值损失共计2244.22万元，其中应收账款坏账损失2543.01万元。 同时，其持续加大研发投入，上半年研发费用为0.71亿元(同比增长3.93%)，研发费用率为15.56%(同比增长4.84pct)。 莱斯信息董秘王旭在10月13日的业绩交流 ...

积极对接产业需求 【镜头】汪万韬是湖南大学材料科学与工程学院大二学生。高考前，他就认定材料专业前景广阔。大一 成绩不错，怎样更进一步？"学习成绩只是入场券，创新研究才是真天地。"汪万韬想得明白。扎实学好 专业课程之外，科研要早起步。明年暑假，他计划申请到中国科学院金属研究所实习，提前了解行业知 识。 科技创新靠人才，人才培养靠教育。中央教育工作领导小组印发《高等教育学科专业设置调整优化行动 方案(2025—2027年)》，引导建立健全科技发展、国家战略需求牵引的学科专业设置调整机制和人才培 养模式。 旧专业为何撤销？新专业因何增设？传统专业如何实现内涵式发展？3个大学专业调整优化的故事，成 为观察人才培养与产业需求良性互动的窗口。 学科专业优化 人才培养与产业发展良性互动—— 瞄准需求，看3所大学这样调整专业(经济新方位) 新材料生产车间，技术骨干校准参数，生产线运转不休；养老院，专业团队监测数据，人工智能看护系 统及时预警；智能交通实验室，科研人员操控数字孪生平台，车辆在虚拟暴雨中穿行…… "产业界要求毕业生具备跨学科整合能力，了解新材料从研发到产业化应用全流程。"滕杰补充道。 为满足人才需求，湖南大学材料 ...

十一假期结束，让你头疼的第一件事未必是上班，而可能是堵车。 昨天，回城的高速路上车队排得老长，或者，今天早高峰三环路上着急去公司的上班族，特别是遇到交通事故，导航里立马会显示道路已经被堵成 血红色，不明缘由的你很可能气急败坏，情绪上糟透了…… 但是，在有些地方，我们看到的是这样的场景：北京街头， Robotaxi 驶过，车里乘客悠闲刷着手机；上海洋山港，无人搬运车精准装卸， 24 小 时不停歇；杭州十字路口，红绿灯学会了自己"思考"，车流奇迹般顺畅…… 这一切不再是科幻电影，而是正在我们身边发生的现实。 中国的交通，正在经历一场静悄悄的革命。这场革命不靠钢筋水泥，不靠拓宽道路，而是靠算法、数据和智能，从根本上重塑我们的出行方式。 也许有一天，不再堵车。 这一天不会太远，因为 AI 正从方方面面改变交通运输业。 效率 想象一下，如果每个交通设施都拥有"自主决策"能力，会发生什么？ 在浙江，全省高速公路正在经历这样的转变。一个统一的"智慧路网"平台，接入了全省的路况数据。这个系统就像一个永不疲倦的交通指挥官，实 时分析着每一条道路的状态。 最令人惊叹的是它的响应速度：从发现异常到发出预警，只需要秒级时间。这意味着 ...

截至发稿，左少逸累计任职时间2年144天，现任基金资产总规模5.5亿元，任职期间最佳基金回报 34.88%， 任职期间最差基金回报34.54%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，诺安基金旗下1只基金重仓千方科技。诺安创新驱动混合A（001411）二季度减持251.09万 股，持有股数304.42万股，占基金净值比例为5.14%，位居第八大重仓股。根据测算，今日浮盈赚取约 197.87万元。 诺安创新驱动混合A（001411）成立日期2015年6月18日，最新规模2.13亿。今年以来收益32.45%，同 类排名3160/8238；近一年收益42.59%，同类排名1812/8082；成立以来收益56.04%。 诺安创新驱动混合A（001411）基金经理为左少逸。 10月9日，千方科技涨5.64%，截至发稿，报12.17元/股，成交4.81亿元，换手率2.98%，总市值192.31亿 元。 资料显示，北京千方科技股份有限公司位于北京 ...

Core Viewpoint - The company, Ruiming Technology, has submitted its prospectus to the Hong Kong Stock Exchange, aiming to raise funds for technology research and development, product development, global market expansion, and brand promotion [2]. Group 1: Business Overview - Ruiming Technology is a leading provider of AI solutions for commercial vehicles, with a market share of 6.4% in the global commercial vehicle visual AI solutions market [2]. - The company generates revenue primarily from AI-assisted driving systems, AI fleet operation management systems, and video equipment [2]. - Ruiming Technology holds the largest market share of 5.3% in the global commercial vehicle video equipment sector [2]. Group 2: Financial Performance - The company has a projected revenue compound annual growth rate (CAGR) from 2022 to 2024, with a 2024 return on equity of 70.0% and a gross margin of 46.0% [3]. - Revenue from the top five customers accounted for 19.9%, 18.1%, 17.1%, and 22.9% of total revenue during the periods from 2022 to 2024 and the first half of 2025 [4]. Group 3: Strategic Plans - The company plans to invest in high-level intelligent driving and AI large model systems, continuing to innovate and launch new products [4]. - Ruiming Technology aims to strengthen its global sales network and enhance its global supply chain to ensure high-quality and efficient production [5]. - The funds raised from the IPO will be used to enhance technological research capabilities and expand the global market, solidifying its leading position in the industry [5].

证券日报网讯锐明技术（002970）9月30日在互动平台回答投资者提问时表示，公司一直非常重视全球 业务不同地区的平衡性，在全球各主要市场均有业务落地，亚太、南美、中东、非洲等地区业务近年来 快速增长，地缘政治对公司业务的影响有限。现阶段，美国单一市场营收占比逐年降低，且公司越南制 造中心于2023年投产运营，实现本地化生产制造，从一定程度上能够规避关税问题并满足公司运营、产 能需求，美国关税政策不会对公司收入和利润产生重大影响。 ...

Core Viewpoint - The company, Jiadu Technology, has submitted an application for H-share listing on the Hong Kong Stock Exchange, aiming to accelerate its globalization strategy and enhance its international brand influence and industry competitiveness [1][3]. Group 1: Company Overview - Jiadu Technology, established in 1992, focuses on the urban transportation sector, utilizing AI, big data, and digital twin technologies to drive the intelligent upgrade of urban traffic systems [2]. - The company has developed two main business systems: smart rail transit and smart urban transportation, positioning itself as a leading provider of intelligent urban transportation products and solutions [2]. Group 2: Technological Advancements - The application of AI in transportation is evolving from point optimization to holistic, intelligent decision-making, enhancing the efficiency and safety of urban road and rail systems [2]. - Jiadu Technology's core strategy revolves around "AI + Urban Transportation," leveraging self-developed AI models and big data to implement industrialization in both rail and urban transportation sectors [2]. Group 3: Globalization Strategy - The company is actively pursuing a global expansion strategy, with the H-share issuance being a critical step in its internationalization efforts [3]. - Jiadu Technology plans to expand into regions such as the Middle East and Southeast Asia through a dual approach of "technology licensing + capital cooperation," aiming to establish a smart city service network to meet the growing demand for intelligent upgrades in overseas rail transportation [3].

Group 1 - The future low-altitude network will feature a variety of aircraft types, small takeoff and landing intervals, and high spatial density, necessitating new traffic regulations [1] - Experts emphasize the urgent need to develop a new service paradigm that integrates "air traffic management reporting systems" with "road rule systems" through new data and algorithms [1] - Gaode's digital foundation aims to create a comprehensive urban three-dimensional traffic system by integrating ground and low-altitude traffic [1] Group 2 - Jiangsu Transportation Holding's "Cloud Network Digital Map" effectively addresses the fragmentation issues in smart highway construction, enhancing digital capabilities and laying a foundation for future large model applications [2] - The development of low-altitude space requires solutions for traffic rules, dynamic route planning, intelligent scheduling of takeoff and landing points, and public safety coordination [2] - AI is driving the deep integration of low-altitude economy into educational, cultural, and tourism scenarios, transitioning the industry from demonstration to industrialization [2]

Group 1 - The core point of the article is that Wanjie Technology (SZ 300552) announced a board meeting to discuss the establishment of a joint venture in Shanghai, reflecting its strategic investment initiatives [1] - For the first half of 2025, Wanjie Technology's revenue is entirely derived from the intelligent transportation sector, indicating a focused business model [1] - As of the report, Wanjie Technology has a market capitalization of 6 billion yuan, highlighting its financial standing in the market [1] Group 2 - The article mentions a competitive landscape where Nongfu Spring's new green bottle product has led to a significant decline in market share for Yibao, dropping nearly 5 percentage points [1] - The competition between Nongfu Spring and Yibao illustrates the dynamic nature of the beverage industry, where market share can shift rapidly due to new product launches [1]

新浪科技讯 9月29日下午消息，9月25日至27日，"2025车路云50人年度论坛"在重庆举办。论坛期间， 国务院发展研究中心原副主任王安顺表示，近年来，我国汽车产业创新步伐不断加快，以大踏步的发展 成为新能源汽车全球第一生产大国、第一大消费市场和第一大出口国，并在核心技术、关键部件以及产 业链、价值链上都实现了跨越式突破。未来智能网联汽车将更加智能化、个性化，或可上天，或可下 水，拥有无限可能。 重庆市政府副市长、西部科学城重庆高新区党工委书记马震表示，重庆是国家重要中心城市和制造重 镇，肩负打造新时代西部大开发重要战略支点、内陆开放综合枢纽的重要使命。作为全国重要的汽车工 业城市，重庆锚定万亿级智能网联新能源汽车产业集群建设目标，坚持高端化、智能化、绿色化发展方 向，正加快打造智能网联新能源汽车之都。 中亚人工智能协会主席、上海合作组织前秘书长、乌兹别克斯坦前外交部长弗拉基米尔·诺罗夫表示， 全球交通革命即将来临，电动汽车、自动驾驶和智能系统正在深度融合。在这一全球变局中，中国已成 为全球领导者，拥有世界上最大的未来交通实验室和工厂。站在全球视角看，中亚通过采用中国电动汽 车的技术，以及采用一套全新的标准 ...