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声通科技拟成立合伙企业 投资人工智能、机器人、半导体、北斗、低空经济等未来产业领域的优质企业
Zhi Tong Cai Jing· 2025-08-20 14:05
声通科技(02495)发布公告,董事会已批准公司投资一家经由湖北国翼投资管理有限公司(国翼投资管理) 管理的合伙企业,以推进未来产业的战略投资布局与优先发展方向,加快增强公司整体竞争力。截至本 公告日期,公司尚未订立具法律约束力的协议。 该合伙企业将由湖北国翼数智科创服务有限公司(国翼数智)作为普通合伙人,公司、湖北长江产业投资 基金有限公司(长江产业投资基金)及湖北省人形机器人产业投资基金合伙企业(有限合伙)(人形机器人产 业投资基金)作为有限合伙人设立,规模预计为人民币伍亿元,并由国翼投资管理作为该合伙企业的基 金管理人。公司预计将认缴出资额为人民币两亿元,占该合伙企业认缴出资总额的40%。 该合伙企业设立的目的及宗旨是在中国内地从事法律允许的股权投资活动,特别是围绕未来产业领域进 行投资布局,通过专业投资管理为该合伙企业带来投资回报。该合伙企业投资领域将主要集中于人工智 能、机器人、半导体、北斗、低空经济等未来产业领域的优质企业。除非在退出其投资组合期间,该合 伙企业不得投资于上市证券。 董事会认为公司在保证主业持续发展的前提下,参与设立以人工智能为投资主体的投资基金将有助于公 司借鉴合作方的专业投资专 ...
科创板首位90后创始人,坐拥1200亿市值
36氪· 2025-08-20 13:51
以下文章来源于投资界 ,作者杨继云 王露 投资界 . 清科创业旗下创业与投资资讯平台 文 | 杨继云 王露 来源| 投资界 (ID: pedaily2012 ) 封面来源 | 视觉中国 "上市就像结婚领证,意味着以后要承担更多义务了。"两个月前,影石创新深圳总部,刘靖康(JK)向投资界一众媒体聊起上市心情,彼时他刚从上交所 科创板敲钟回来。 没想到,此后影石创新一路上涨——最近多个交易日里股价收获"20cm",市值创下历史新高,突破1200亿元。截至8月18日收盘价达到300元/股,以发行 价47.27元/股来计算,上市2个月来已经暴涨约530%。 终于,这位科创板首位敲钟90后——刘靖康,成为千亿市值公司掌门人。 市值1200亿。 短短十年,从走出校园的学生到掌舵千亿市值,这是以往不敢想象的一幕。然而行至当下,身处中国科技时代,这样的故事正在涌现。 科创板首位90后创始人 坐拥1200亿市值 一个千亿新股诞生。 8月18日,影石创新开盘后股价大幅走高,市值冲破1000亿。稍早几天里,影石官宣全球首款全景无人机"影翎Antigravity A1",并开启全球公测,随后两 个交易日里股价收获两次"20cm"涨停 ...
超高仿生情感交互机器人企业首形科技完成新一轮融资 顺为资本领投
Zheng Quan Shi Bao Wang· 2025-08-20 13:04
近日,超高仿生情感交互机器人企业首形科技(AheadForm)宣布完成新一轮融资。 本轮融资由雷军旗下的顺为资本领投,老股东招商局创投、深创投、智元机器人超额加注,奇绩创坛、 五源资本追投,深蓝资本担任独家财务顾问。融资资金将主要用于情绪基座模型的持续迭代与多场景产 品的商业化落地。 公开资料显示,首形科技成立于2024年6月,是一家专注于高端、超仿生仿人机器人研发的企业,旨在 为市场提供具有高度拟人化特征的机器人产品。通过软硬件全栈自研,首形科技突破了动态"恐怖谷效 应"技术瓶颈,开发出全球首个可连续优化、可微分的高维情绪基座模型。 其创始人胡宇航是哥伦比亚大学博士,长期研究机器人自我建模、自主认知与类人交互系统等方向。此 外,胡宇航也是一位"网络大V",其自媒体账号粉丝数量超过百万。其团队成员多毕业于美国宾夕法尼 亚大学、英国帝国理工学院等全球顶尖学府,研究方向涵盖机器学习、大模型多模态、机械工程、机器 人学、具身智能、自然语言处理、计算机视觉、心理学和化学工程等多个领域。 目前,首形科技已形成Elf系列、Lan系列及高性能无刷微型电机三大产品线。Elf系列为超逼真类人机器 人,具备30个自由度,可实现环 ...
上半年营收3630万美元的康迪科技,凭什么股价大涨?
美股研究社· 2025-08-20 12:28
以下文章来源于iNews新知科技 ,作者iNews新知科技 关注科技,自有新知 来源丨 iNews新知科技 作者 | 声波 康迪科技(KNDI.US)8月19日发布第二季度及上半年业绩公告,并召开财报电话会议。根据财报显示,康迪2025年上半年实现营业收入 3630万美元,毛利1640万美元,毛利率较2024年同期提升13.5%。净利润为170万美元,较2024年同期下降28.7%。 iNews新知科技 . | | 2025年上半年 | 2024年上半年 | 同比变化 | | | --- | --- | --- | --- | --- | | 营业收入(净额) | 36.3 | e 59.8 | | -39.3% | | 毛利润 | 16.4 | કે 19.0 | | -13.6% | | 毛利率 | 45.2% | 31.7% | | | 此外,2025年上半年销售成本和管理费用分别为1990万美元和1130万美元,较去年同期分别下降了51.3%和 22.6%,但研发费用250万美元, 较去年同期增长了48.5%,主要由于新的电池产品研发项目。 虽然略有亏损,但财报发布后,康迪科技在19日股价还是大涨13 ...
美国正式发布《通过提高出口管制透明度以维持美国优势法案》
Sou Hu Cai Jing· 2025-08-20 12:21
科技战略 美国正式发布《通过提高出口管制透明度以维持美国优势法案》 据白宫8月19日消息,美总统特朗普正式签署了《通过提高出口管制透明度以维持美国优势法案》。该法案要求商务部工业和安全局(BIS)每年向 国会报告出口管制许可情况。根据法案,BIS报告内容包括:许可证申请、执法行动以及其他关于受管制的物品出口、再出口、释放和境内转移的授 权请求的情况,报告对象为受出口管制法案覆盖的实体。 信息 日本软银向英特尔投资20亿美元,加大押注美先进技术和半导体产业 据路透社8月18日消息,日本软银集团宣布斥资20亿美元入股英特尔。软银将以每股23美元的价格购买英特尔普通股,占英特尔总股本的2%,成为英 特尔第五大股东。这笔交易也被视为软银对美国先进技术和半导体产业的一种承诺。软银董事长兼首席执行官孙正义在声明中表示,这笔战略投 资"反映了我们相信美国先进半导体制造和供应将进一步扩张,而英特尔将在其中发挥关键作用"。这笔投资对近年来被英伟达等竞争对手掩盖光芒的 英特尔而言,是一种外部认可,也体现了软银对美国市场,特别是AI芯片领域的兴趣。 美国英伟达正在开发新款"中国特供"AI芯片B30A,性能将强于H20芯片 据路透社 ...
道通科技(688208):2025年半年报点评:AI战略全面实施,业绩释放成长加速
Minsheng Securities· 2025-08-20 12:19
Investment Rating - The report maintains a "Recommended" rating for the company, indicating a positive outlook for its stock performance in the coming year [6]. Core Insights - The company reported a revenue of 2.345 billion yuan for the first half of 2025, representing a year-on-year growth of 27.35%. The net profit attributable to shareholders was 480 million yuan, up 24.29%, while the net profit after deducting non-recurring items surged by 64.12% to 475 million yuan [1]. - Multiple business segments are showing strong growth, with the automotive diagnostic business generating 694 million yuan (up 14.14%), ADAS products at 207 million yuan (up 17.22%), and TPMS products at 516 million yuan (up 56.83%). The energy intelligence hub (new energy charging) business achieved 524 million yuan (up 40.47%), and AI and software business reached 281 million yuan (up 30.13%) [2]. - The overseas charging station market is expanding, supported by initiatives in Europe and North America. The company has secured contracts for 50,000 commercial AC charging stations in North America, amounting to 238 million yuan [3]. - The company is implementing a strategy focused on embodied intelligence, enhancing its capabilities in autonomous operations and collaborative robotics [3]. Financial Projections - Revenue projections for 2025-2027 are 4.81 billion, 5.99 billion, and 7.50 billion yuan, with year-on-year growth rates of 22.4%, 24.4%, and 25.3% respectively. Net profit attributable to shareholders is expected to reach 940 million, 1.165 billion, and 1.463 billion yuan, with growth rates of 46.7%, 24.0%, and 25.5% [4][5]. - The current stock price corresponds to price-to-earnings ratios of 28, 22, and 18 for the years 2025-2027, reflecting a favorable valuation given the company's growth trajectory [4].
天娱数科CEO贺晗:从赛场到市场、从展示到实用 人形机器人迈向“数字生命”新阶段
Zheng Quan Ri Bao Wang· 2025-08-20 12:00
Core Insights - The "2025 World Humanoid Robot Games" held in Beijing has sparked global interest in the development of humanoid robots, prompting deeper discussions on their evolution path [1] - The CEO of Tianyu Digital Technology (Dalian) Group Co., Ltd. emphasizes the importance of the synergy between the "big brain" and "small brain" technologies alongside the mechanical body for humanoid robot development [1] Group 1: Technological Evolution - The evolution of humanoid robot technology is categorized into three key stages: program-controlled demonstration stage (1.0), imitation stage based on large models (2.0), and intelligent stage based on massive 3D data (3.0) [1] - 3D data is identified as a critical resource for advancing humanoid robots to the 3.0 stage, enabling AI to better understand the physical world and perform advanced reasoning in three-dimensional scenarios [1] Group 2: Industry Challenges - Current challenges in the development of 3D datasets include high costs and complex processes for data acquisition and processing, as well as low standardization leading to poor compatibility and difficulties in sharing and reusing data [2] - The company is actively building a multi-dimensional data ecosystem to address these industry pain points, having established a 3D motion capture and multi-modal data collection base, acquiring 1.5 million 3D data points and 650,000 multi-modal data points [2] Group 3: Industrialization and Application - Collaborative development is deemed essential to overcome bottlenecks in the industrialization of humanoid robots, with a need for standardized platforms for algorithms, 3D data, testing, and talent cultivation [3] - Predictions indicate that humanoid robots will see accelerated deployment in various sectors, including industrial manufacturing, healthcare, and public safety, with specific applications such as assembly, surgical assistance, and emergency response [3] Group 4: Future Development - The company is developing an integrated embodied intelligence model machine that combines spatial intelligence, 3D data platforms, and cloud-edge computing to create a comprehensive development platform [4] - As embodied intelligence technology progresses from imitation to intelligent stages, the large-scale deployment of humanoid robots is anticipated, marking a significant shift in the human-machine relationship [4]
精锻科技:已安排相关人员参加世界机器人大会及运动会并了解当前机器人领域最新发展
Zheng Quan Ri Bao Wang· 2025-08-20 11:48
证券日报网讯精锻科技(300258)8月20日在互动平台回答投资者提问时表示,公司已安排相关人员参 加世界机器人大会及运动会并了解当前机器人领域最新的发展情况。 ...
涨停复盘:机器人概念持续强势 汽车零部件、消费电子概念走强
Sou Hu Cai Jing· 2025-08-20 11:36
Market Performance - The Shanghai Composite Index rose by 1.04% to close at 3766.21 points, while the Shenzhen Component Index increased by 0.89% to 11926.74 points. The ChiNext Index saw a smaller gain of 0.23%, closing at 2607.65 points. The STAR Market 50 Index surged by 3.23% to 1148.15 points. The total trading volume in the Shanghai and Shenzhen markets reached 24082.34 billion yuan [1]. Sector Movements - The robotics sector continued its strong performance, with companies like Kosen Technology hitting the daily limit. The consumer electronics sector also saw a rise, with Anjie Technology reaching the daily limit. Additionally, the automotive parts sector was active, with Jin Qilin and others hitting the daily limit [1]. Notable Stocks - Several stocks hit their daily limit, including: - Wuchan Jinlun (002722.SZ) for its involvement in AI applications and textile equipment [6]. - Hainengda (002583.SZ) for its focus on robotics and AI communication networks [6]. - Inspur Information (000977.SZ) for growth in AI servers and domestic computing power [6]. - Kosen Technology (603626.SH) for its connection to consumer electronics and robotics [7]. - Huabao Health (002004.SZ) for its growth in skin health and innovative drugs [7]. Industry Trends - In the consumer electronics sector, reports indicate that Apple's iPhone 17 has entered mass production, with Foxconn preparing for increased hiring to meet demand. Analysts expect upgrades in AI capabilities and other components, suggesting potential for price increases in related supply chains [8].