证券代码：603215 证券简称：比依股份 公告编号：2025-032 浙江比依电器股份有限公司 表决结果：同意 3 票，反对 0 票，弃权 0 票。 浙江比依电器股份有限公司（以下简称"公司"）于 2025 年 6 月 14 日向各 位监事发出了召开第二届监事会第十六次会议的通知。2025 年 6 月 17 日，第二 届监事会第十六次会议以现场表决方式在公司会议室召开，应出席本次会议的监 事 3 人，实际出席本次会议的监事 3 人。本次会议由监事会主席召集和主持，会 议的召开符合有关法律、行政法规、部门规章、规范性文件和《公司章程》的有 关规定。 二、监事会会议审议情况 审议通过《关于放弃对参股公司的优先受让权和优先认购权暨关联交易的 议案》 监事会认为：本次公司控股股东对公司参股企业理湃光晶进行投资，能有效 促进公司与理湃光晶在 AR 智能眼镜生产组装的产业落地，同时也兼顾考虑了公 司的整体盈利能力。本次交易及公司放弃相关优先权利，不会对公司的生产经营 造成重大不利影响，不存在损害公司及股东利益的情形。我们同意本议案。 具 体 内 容 详 见 公 司 于 2025 年 6 月 18 日 在 上 海 证 券 ...

Group 1: Kitchen Appliances and AI Integration - The kitchen appliance industry is facing challenges due to changing consumer preferences, with a focus on attracting younger users through AI-integrated smart products like the "Food God" model [1] - Companies are exploring diversification, optimizing designs, and accelerating international expansion to adapt to market conditions, including real estate downturns and overseas competition [1] - Future opportunities lie in expanding the food industry chain and leveraging AI to lower cooking barriers, reshaping market dynamics [1] Group 2: AI Glasses Market - The global sales of AI glasses are projected to reach 600,000 units in Q1 2024, marking a 216% year-on-year increase, significantly outpacing VR and AR products [2] - Despite the promising growth, challenges such as design balance, insufficient SKUs, and production capacity issues remain, with the upcoming 618 shopping festival being a critical test for domestic AI glasses [2] - The next two to three years are deemed crucial for competition in the AI glasses market, necessitating Chinese brands to enhance their efforts in rule-making and technological breakthroughs [2] Group 3: Space Computing - INAIR's new AI space computer emphasizes lightweight design and efficient multi-window operations, while Apple’s Vision Pro integrates digital and physical worlds but faces high pricing and limited battery life [4] - Meizu's StarV Air2 offers lightweight daily assistance but lacks capabilities for complex tasks, representing different approaches to space computing [4] - Success in this field will depend on meeting user needs and adapting to practical scenarios [4] Group 4: Bathroom Industry Trends - The bathroom industry is evolving from functional spaces to comfort-oriented environments, with trends focusing on scene-based, intelligent, and age-friendly designs [5] - Brands are showcasing comprehensive solutions and customized offerings at industry exhibitions, enhancing user experiences [5] - The shift from scale competition to value competition emphasizes technological depth and humanistic care to meet diverse consumer demands [5] Group 5: AI Glasses Market Challenges - The AI glasses market is experiencing rapid growth, with ten new products launched in May, and hardware performance aligning with high-end smartphones [6] - Despite advancements, the industry faces challenges such as the lack of "killer" features and insufficient user experience, with AR glasses dominating the market [6] - By Q1 2025, sales are expected to grow by 45%, but AI features are not the core selling point, indicating a need for practical optimization and scenario expansion [6] Group 6: AI Model Market Dynamics - The domestic AI model market is transitioning from a "hundred models war" to a consolidation phase, with major players like ByteDance, Alibaba, and Tencent competing through various strategies [7] - Emerging companies are rapidly gaining traction, while some established players are shifting focus towards application scenarios [7] - Future competition will prioritize technological implementation and productization capabilities, with resources and innovation being key determinants of success [7] Group 7: Automotive Industry and Humanoid Robots - The automotive sector is increasingly showcasing humanoid robots, with 19 major car manufacturers entering the field, driven by advancements in generative AI [8] - Despite having supply chain advantages, the industry faces challenges in supply chain management, commercial orders, and technical bottlenecks [8] - Overall, humanoid robots are still in the early stages, with technology and market acceptance being critical hurdles [8] Group 8: Data Industry and Economic Value - The global trend of restricting data flow is highlighted by the U.S. NIH's ban on Chinese access to key databases, prompting China to accelerate its digital economy initiatives [9] - By 2025, the goal is for the core digital economy sectors to account for over 10% of GDP, with the data industry projected to reach 7.5 trillion yuan by 2030 [9] - The establishment of high-quality data sets supports domestic model development, but challenges in data quality and utilization efficiency persist [9] Group 9: Refrigerator Market Innovations - The refrigerator market is expected to see growth in Q1 2025, driven by fiscal subsidies and technological innovations, with mid-to-high-end products leading the way [10] - Major brands like Haier and Bosch are focusing on differentiation through preservation, health management, and design [10] - Meeting the demands of younger consumers through preservation upgrades and AI applications is crucial for future growth [10] Group 10: Strategic Collaborations and Investments - Meitu and Alibaba have entered a strategic cooperation involving a $250 million convertible bond, focusing on e-commerce, AI technology, and cloud computing [14][15] - This partnership aims to enhance Meitu's capital structure and broaden its shareholder base while driving breakthroughs in respective fields [15] - Hong Kong Investment Management Company, known as "Hong Kong's Temasek," is actively investing in AI computing and hard technology, managing over HKD 62 billion [18] - Honor is entering the robotics sector with significant investments planned for AI research and hardware development, showcasing its technological capabilities [19]

议案一：《关于公司发行H股股票并在香港联合交易所有限公司上市的议案》 议案二：《关于公司发行H股股票并在香港联合交易所有限公司上市方案的 议案》 议案三：《关于公司发行H股募集资金使用计划的议案》 议案四：《关于公司申请转为境外募集股份有限公司的议案》 议案五：《关于公司发行H股股票前滚存利润分配方案的议案》 议案六：《关于取消监事会的议案》 议案七：《关于修订 <公司章程> 及相关议事规则的议案》 议案八：《关于修订公司于H股发行上市后适用的 <公司章程 草案="草案"> 及相 关议事规则（草案）的议案》 议案》 议案》 议案九：《关于修订公司于H股发行上市后适用的内部治理制度的议案》 》 议案十：《关于公司聘请H股发行并上市的审计机构的议案》 议案十一：《关于增补董事的议案》 议案十二：《关于确定公司董事角色及董事会专门委员会成员的议案》 议案十三：《关于购买公司董事和高级管理人员及相关人员责任保险和招股 说明书责任保险的议案》 议案十四：《关于提请股东会授权董事会及其授权人士全权办理公司发行H 股并上市相关事宜的议案》 为了维护全体股东的合法权益，确保股东会的正常秩序和议事效率，保证大会 的顺利进行，根 ...

生成式AI的2025： 告别PPT，拥抱生产力革命。 就在现在，拿起手机，打开电商购物网站，搜索"充电器"，大概率弹出的第一个推荐品牌是安克创新。 如果你看中了其中哪一款产品，想要问价比价、咨询参数，你会点击客服，线上咨询。 你可能不知道的是，就只是这短短的2个操作，有多少AI大模型能力参与其中。 在6月19日的2025亚马逊云科技中国峰会上，知名智能硬件科技品牌安克创新首席创新官龚银分享了如何在亚马逊云科技技术的帮助下，利用AI创新智能产 品，提升公司运作效率。 安克创新与亚马逊云科技建立了高质量实时知识库大语言模型系统，搭建了50多个Al Agent；搭建了多模态AIGC内容生产平台Vela；搭建了融合Amazon SageMaker平台的智能广告系统，站内广告覆盖率超过90%；通过深度学习算法与AI大模型进行产品开发与升级…… 广告投放、物料生成、客服回复、产品升级……有多么前沿黑科技？一点也不。 但有用吗？太有用了。 当前，安克创新的内容生产平台Vela出图数量已经超过120万张、客服工单AI解决率超过70%、站内超过20%以上的广告由AI全自动托管；安克创新内部公 司级的AI能力底座——AIME平台 ...

Core Viewpoint - The successful listing of YingShi Innovation on the Sci-Tech Innovation Board marks a significant milestone for the company and highlights the growing influence of the "post-90s" generation in the tech industry [2][3]. Group 1: Company Overview - Liu Jingkang, the founder of YingShi Innovation, is recognized as the first "post-90s" founder to list on the Sci-Tech Innovation Board, reflecting a new wave of entrepreneurial spirit in China [2][3]. - The company specializes in innovative hardware products, particularly in the field of panoramic cameras, with its latest model, Insta360 X5, being showcased during the listing event [3][4]. Group 2: Product Development and Market Strategy - YingShi Innovation emphasizes thorough customer research and co-creation in product development, ensuring that new products meet genuine user needs rather than being based on arbitrary ideas [3][4]. - The product managers at YingShi are often experienced sports enthusiasts, which allows them to create products that effectively address real-world challenges faced by users [4]. Group 3: Corporate Culture and Environment - The company is known for its unconventional corporate culture, which includes unique employee benefits and creative initiatives, such as a two-story slide in the office [5][6]. - Liu Jingkang attributes the company's success to its location in Shenzhen, which provides a robust industrial ecosystem and talent pool essential for the development of smart hardware [6]. Group 4: Industry Context - The listing of YingShi Innovation contributes to the growing number of publicly listed companies in Bao'an District, with 82 companies now listed and over 800 in the pipeline for future listings [6]. - The district is recognized for its comprehensive manufacturing industry, housing over 54,500 manufacturing enterprises, which supports rapid product development and innovation [6].

Core Insights - The global smart glasses shipment is expected to reach 12.8 million units by 2025, representing a 26% year-on-year growth, with Yingmu Technology leading the industry in Chengdu, aiming to create a 100 billion-level industrial cluster [1][2] - Chengdu is recognized as a vibrant city for innovation and entrepreneurship, with significant achievements in technology and a supportive government environment for high-tech enterprises [1][2] Industry Overview - The AR glasses market is transitioning from an introduction phase to a period of rapid growth, with increasing participation from major tech companies like Google, Huawei, Xiaomi, and Lenovo [6] - The user base for AR glasses is shifting from niche tech enthusiasts to mainstream consumers, as products become more practical and lightweight [6][10] - Key components of the AR glasses supply chain, such as optical displays and SoC chips, are improving, but there is still room for enhancement in cost control and user experience [7][10] Product Development - Yingmu Technology's INMO GO2, an AI translation glasses, has gained significant traction in the consumer market, demonstrating practical applications in various scenarios [8][10] - The upcoming INMO AIR3 aims to provide an integrated AR experience with advanced features for both work and entertainment, showcasing the potential for full-scene wearability [8][10] Challenges and Opportunities - The AR glasses industry faces challenges in ecosystem maturity, including the lack of unified standards and the need for user education on practical applications [11][12] - The industry is characterized by a long-term growth trajectory, requiring sustained investment and collaboration to establish a robust user base and ecosystem [12] Recommendations for Chengdu - To enhance the development of the smart hardware industry, Chengdu should focus on strengthening its supply chain, particularly in core components like optical modules and low-power SoCs [16] - Encouraging collaboration between leading enterprises and local startups can help create real-world application scenarios for AR glasses, driving product iteration and market adoption [16][17] - Promoting a more international and youthful innovation ecosystem can position Chengdu as a model city for integrating technology with lifestyle [17] Future Plans - Yingmu Technology plans to deepen its R&D investments in AI and AR in Chengdu, establish a smart glasses production line, and create experiential stores to explore next-generation applications [20] - The company aims to leverage Chengdu's technological foundation and policy support to build a leading AI+AR industry ecosystem in China, targeting a 100 billion-level industrial cluster [20]

Core Viewpoint - The article discusses the competitive landscape between Insta360 and DJI, highlighting the challenges Insta360 faces post-IPO and the strategies it employs to maintain its market position against DJI's aggressive tactics [2][3][14]. Group 1: Company Overview and Market Position - Insta360's market capitalization surged to nearly 80 billion yuan after its IPO, reflecting investor optimism despite the competitive pressures from DJI and other rivals [2]. - The company has undergone significant organizational restructuring to adapt to its growth and the competitive landscape, particularly in the panoramic camera segment [2][3]. - Insta360's current market share in the panoramic camera segment is projected to be 81.7% in 2024, with DJI expected to capture around 20% [16]. Group 2: Competitive Strategies - Insta360 has adopted a proactive approach by launching the Insta360 X5 ahead of schedule, reducing the product cycle from two years to one year [5]. - The company has significantly increased its marketing budget for the X5, utilizing various channels and KOLs to enhance brand recognition and consumer awareness [6][11]. - In contrast, DJI has historically been hesitant to invest heavily in marketing but has recently ramped up its efforts in response to the competitive threat posed by Insta360 [10][12]. Group 3: Product Development and Innovation - The Insta360 X5 features an upgraded 1/1.28-inch CMOS sensor, improving low-light performance and addressing issues seen in previous models [11][12]. - DJI's upcoming Osmo 360 is expected to face challenges in matching the performance of the X5 due to its current sensor specifications [12][13]. - Insta360's strategy focuses on continuous product innovation rather than engaging in price wars, which is seen as a more sustainable approach in the long term [26][27]. Group 4: Financial Valuation and Market Expectations - The current price-to-earnings (PE) ratio of 70 for Insta360 is considered excessive by some investors, with a more reasonable range suggested to be between 20-30 [15]. - Despite the high PE ratio, it reflects market confidence in Insta360's potential to navigate the competitive landscape effectively [15]. - The financial disparity between DJI and Insta360 is significant, with DJI's annual profits exceeding 10 billion yuan compared to Insta360's approximately 1 billion yuan [17][25]. Group 5: Management Perspective and Future Outlook - Insta360's management emphasizes the importance of product quality and innovation over price competition, aiming to avoid the pitfalls of a price war [26][27]. - The company is focused on expanding its product lines and enhancing its organizational structure to better compete in a rapidly evolving market [28]. - The entry of DJI into the panoramic camera market is viewed as a double-edged sword, potentially expanding the overall market while also intensifying competition [22].

华盛昌（002980）公告，为加速推进公司在人工智能眼镜的战略布局，全资子公司深圳深度感测技术有 限公司拟与深圳市华眸企业管理合伙企业(有限合伙)和深圳市华境企业管理合伙企业(有限合伙)共同投 资设立深圳市深境智能技术有限公司。合资公司注册资本1000万元，其中深度感测出资700万元，持股 比例为70%。此次投资旨在建立核心团队与企业发展成果深度绑定的长效激励机制，充分激发骨干员工 积极性，实现风险共担、利益共享。 ...

以下文章来源于硬氪 ，作者黄楠 文 ｜ 黄楠 编辑 ｜ 袁斯来 来源｜ 硬氪（ID：south_36kr） 封面来源 ｜ 企业官网 盛夏已至，美国人的庭院里，疯长的草坪再次成为难题。 与往年不同的是，今年这场关于草坪的季节性烦恼，正演变为一场由中国割草机器人公司主导的战争。 这个季节，他们要突进北美——这个最大、也最难攻克的市场。 九号公司创始人兼董事长高禄峰告诉硬氪， 美国市场已临近爆发临界点； 据悉，九号当前正稳步推进渠道布局，已同劳氏（Lowe's）达成合作，并与其他 大型渠道商开展签约洽谈。 创业公司中，松灵旗下品牌库犸科技（Mammotion）此前也宣布同美国联合足球联赛（USL）达成合作，通过赛事传播提升在本地的品牌知名度。 接近松 灵的业内人士告诉硬氪，自开年至5月份以来，松灵割草机器人已备货超30万台 。 对比之下，追觅的主战场目前仍在欧洲，其三款割草机产品主要面向中等主流面积草坪。 硬氪 . 专注全球化、硬科技报道。36kr旗下官方账号。 有公司已备货30万台。 弗若斯特沙利文数据显示，全球超300亿美元户外动力设备（OPE）市场中，割草机器人规模仅为26亿美元，年销量在120-130万台， ...

Core Viewpoint - The survival strategy of Zero Zero Technology emphasizes finding the right "zero point" over blind innovation, suggesting that choosing the correct direction is more crucial than the initial innovation itself [4][7][11]. Group 1: Company Background and Philosophy - Zero Zero Technology has been operational for eleven years, focusing on creating a flying camera that integrates advanced computer vision and AI technology [1][3]. - The founder, Wang Mengqiu, believes that the essence of their product is to enhance user experience by automating photography, allowing users to enjoy moments without manual setup [2][6]. - The company has maintained a strong commitment to research and development, with a significant portion of its workforce dedicated to R&D even during challenging times [2][10]. Group 2: Product Development and Market Position - The flying camera is positioned as an entertainment and imaging tool, with the potential to become a household robot similar to vacuum cleaners, aiming for annual sales exceeding ten million units [32][33]. - The company has developed a unique product that combines high computational power with lightweight design, achieving a significant increase in performance over the years [17][19]. - Zero Zero Technology differentiates itself from traditional drone companies by focusing on embedded AI and user-friendly experiences, rather than just flying capabilities [13][15]. Group 3: Market Trends and Future Outlook - The market for flying cameras is expected to grow significantly, with the potential for rapid adoption as more manufacturers enter the space [34][39]. - The company anticipates that technological advancements and market education will drive growth, with a projected timeline of five years to reach substantial sales volumes [33][34]. - Zero Zero Technology aims to remain competitive by focusing on product quality and user experience, rather than engaging in aggressive market battles [37][38].