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王予波:解放思想真抓实干推进项目攻坚做强特色产业
Xin Lang Cai Jing· 2026-01-06 20:32
Group 1 - The emphasis on deep integration of technological innovation and industrial innovation is crucial for developing new productive forces [1] - The company KunGong Hengda, a specialized "little giant" in aluminum-based lead-carbon energy storage batteries, is encouraged to consolidate its technological advantages and expand market space [1] - The global first megawatt-level air thermal cycle energy storage pilot system developed by Guodian Investment Group is progressing well, with encouragement for application scenarios to drive the development of the equipment manufacturing industry [1] Group 2 - The focus on the agricultural sector is essential for rural revitalization, with a call to strengthen facility agriculture and develop courtyard and forest economy based on local conditions [2] - The importance of rural tourism development is highlighted, with an emphasis on benefiting farmers and preserving rural culture and landscape [2] - The need for continuous industrial development in Qujing City is stressed, leveraging energy resource advantages and attracting talent through various initiatives [2]
20cm速递|科创人工智能ETF国泰(589110)涨超1.2%,半导体国产化与3D打印应用引关注
Mei Ri Jing Ji Xin Wen· 2026-01-06 07:40
Group 1 - The core viewpoint is that 3D printing is accelerating its penetration in the consumer electronics sector, with applications in foldable device hinges and watch/mobile phone frames expected to emerge [1] - The reduction in AI training and inference costs is driving application prosperity, with significant potential in edge AI, particularly through devices like headphones and glasses [1] - Memory chip prices have surged dramatically, with DDR4 16Gb module prices soaring by 1800%, indicating a supply-demand imbalance in storage that may persist until 2026 [1] Group 2 - The silicon wafer market is recovering, driven by a 300mm demand increase, with a projected 5% growth in shipment volume by 2025 [1] - The domestic DRAM industry is entering a new phase, with Changxin Technology planning to raise 29.5 billion yuan through its IPO on the Sci-Tech Innovation Board [1] - Advanced process expansion is becoming a key focus for self-sufficiency, with CoWoS and HBM positioning aligned with AI trends, highlighting the importance of advanced packaging [1] Group 3 - There is a recovery trend in passive components, digital SoC, RF, storage, and testing sectors, with testing segment utilization rates rebounding due to advanced packaging demand driven by AI chips [1] - The Guotai Sci-Tech Artificial Intelligence ETF (589110) tracks the Sci-Tech AI Index (950180), which has a daily price fluctuation limit of 20%, reflecting the overall performance of listed companies in the AI hardware, software, and services sectors [1] - The Sci-Tech AI Index selects representative and growth-potential companies in the AI field, focusing on information technology and high-end manufacturing to showcase the development trends and technological advancements in China's AI industry [1]
铂力特股价涨5.55%,汇添富基金旗下1只基金重仓,持有4.42万股浮盈赚取25.64万元
Xin Lang Cai Jing· 2026-01-06 05:44
Group 1 - The stock of Plater Technology increased by 5.55%, reaching 110.35 CNY per share, with a trading volume of 1.887 billion CNY and a turnover rate of 6.76%, resulting in a total market capitalization of 30.271 billion CNY [1] - Plater Technology, established on July 6, 2011, and listed on July 22, 2019, specializes in providing comprehensive solutions for metal additive manufacturing (3D printing) and remanufacturing technology [1] - The revenue composition of Plater Technology includes 63.33% from customized 3D printing products and technical services, 27.89% from 3D printing equipment, accessories, and technical services, and 8.78% from 3D printing raw materials [1] Group 2 - The fund "Huitianfu CSI 1000 Index Enhanced A" holds 44,200 shares of Plater Technology, accounting for 0.47% of the fund's net value, making it the ninth largest holding [2] - The fund was established on May 19, 2023, with a latest scale of 399 million CNY, and has achieved a year-to-date return of 1.68% and a one-year return of 57.57% [2] - The fund manager, Xu Yizun, has a tenure of 10 years and 47 days, with a total asset scale of 5.935 billion CNY, achieving a best return of 106.97% during his tenure [2]
从3D打印到桌面CNC,中国创客硬件集体破圈|硬氪直击CES
3 6 Ke· 2026-01-06 02:51
Core Insights - The CES event showcases a significant presence of Chinese companies, highlighting the competitive landscape in the hardware industry, particularly in the Maker sector [1] - The Maker tools market has rapidly evolved from niche products to mainstream offerings, with companies achieving impressive crowdfunding results [2][3] - The introduction of innovative products, such as xTool's desktop UV printer and Snapmaker's 3D printer, reflects a shift towards user-friendly designs and enhanced functionalities [6][10] Group 1: Product Innovations - xTool's new desktop UV printer utilizes UV-LED curing technology, allowing for high-precision color printing on various materials [6] - Snapmaker U1, a 3D printer, achieved over $20 million in crowdfunding, emphasizing its rapid development and market acceptance [10][13] - The introduction of features like multi-color printing and waste reduction technologies is becoming standard among new products, enhancing their appeal [14][20] Group 2: Market Dynamics - The Maker tools market is experiencing increased competition, with companies like xTool and Snapmaker pushing the boundaries of product capabilities [5][6] - Crowdfunding successes indicate a growing consumer interest and market potential for Maker tools, with some products achieving over $10 million in funding [2][17] - The shift from industrial-grade CNC machines to more accessible desktop versions is expanding the user base and redefining productivity in creative fields [4][15] Group 3: User Engagement and Community - Companies are adopting co-creation strategies, inviting community input in product development to enhance user engagement and meet market demands [8][9] - The social aspect of Maker tools is becoming more pronounced, with features that allow users to share their creative processes on social media [18][19] - The demographic of users is shifting from niche enthusiasts to small business owners, indicating a broader acceptance and utilization of Maker technologies [21][22]
铂力特股价跌5.17%,汇添富基金旗下1只基金重仓,持有4.42万股浮亏损失23.91万元
Xin Lang Cai Jing· 2026-01-06 02:09
Group 1 - The core point of the news is that Plater Technology's stock price dropped by 5.17% to 99.14 CNY per share, with a trading volume of 805 million CNY and a turnover rate of 2.90%, resulting in a total market capitalization of 27.196 billion CNY [1] - Plater Technology, established on July 6, 2011, and listed on July 22, 2019, specializes in providing comprehensive solutions for metal additive manufacturing (3D printing) and remanufacturing technology [1] - The company's main business revenue composition includes 63.33% from customized 3D printing products and technical services, 27.89% from 3D printing equipment, accessories, and technical services, and 8.78% from 3D printing raw materials [1] Group 2 - From the perspective of major fund holdings, one fund under Huatai-PineBridge has a significant position in Plater Technology, with 44,200 shares held in the Huatai-PineBridge CSI 1000 Index Enhanced A fund, accounting for 0.47% of the fund's net value, ranking as the ninth largest holding [2] - The Huatai-PineBridge CSI 1000 Index Enhanced A fund, established on May 19, 2023, has a current scale of 399 million CNY, with a year-to-date return of 1.68% and a one-year return of 57.57%, ranking 831 out of 4,193 in its category [2] - The fund managers, Xu Yizun and Wang Xingxing, have tenures of 10 years and 2 years respectively, with the former managing assets totaling 5.935 billion CNY and achieving a best return of 106.97% during his tenure [2]
Hitem3D 2.0升级:纹理从“贴”到“长”,革新高精度3D打印模型生产生态
Huan Qiu Wang· 2026-01-05 10:04
【环球网科技综合报道】在3D内容生成的演进历程中,行业的每一次跨越式发展,皆源于对数据密度 与真实世界建模逻辑的深度重构。从早期低多边形建模的探索,到高精度网格与扫描重建的进阶,再到 如今生成式方法的成熟应用,一个核心命题始终萦绕:数字模型究竟是停留在"模拟外观"的表层,还是 迈向"重建结构"的本质? 长期以来,行业普遍采用"几何先行、纹理后贴"的拆分式流程——先构建模型形体,再通过贴图赋予表 面细节。这种模式虽在效率上具备一定优势,却在结构合理性、不可见区域补全、打印稳定性等关键环 节暗藏瓶颈。当模型进入实际打印、制造或高保真输出阶段,这种割裂性往往导致额外的修复成本与不 可控风险,成为制约行业发展的痛点。 如今,随着算力提升与学习数据规模的爆发式增长,Hitem3D 2.0重磅发布。其全新一体化1536³Pro分辨 率PBR纹理生成技术,实现了从"贴图附着"到"结构生长"的根本性转变,让系统首次具备在结构层面把 控纹理生成合理性的核心能力。纹理不再是独立于几何的表层装饰,而是与几何形态、空间尺度、材质 属性深度融合的有机组成部分,在带来极致真实视觉质感的同时,为后续3D打印与规模化制造奠定了 稳定可控的模 ...
立案却创新高?这只股的震荡藏着门道
Sou Hu Cai Jing· 2026-01-04 13:35
最近有只挺火的商业航天股,前脚刚被证监会点名,后脚股价就创下历史新高——12月31日,做3D打印的铂力特收到《立案告知书》,说涉嫌信息披露违 法违规。但公司马上回应:生产经营正常,不会有重大影响。更有意思的是,这只股今年已经涨了183%,12月单月涨近42%,今天收盘还报111.51元,总 市值306亿。 是不是很好奇?为什么被立案还能涨?其实关键不在新闻本身,而在我们怎么看"震荡"——很多人拿不住好股,就是栽在"震荡"上。 一、立案不影响的背后,藏着对"震荡"的认知差 你有没有过这种经历?买了一只好股,刚涨两天就开始大跌,赶紧卖了;结果卖了之后又涨,再追进去,又跌——最后得出结论:"我和这只股没缘分"。 等你彻底死心,股价却开始飞涨,只能安慰自己"我也买到过牛股"。 就像2025年6、7月的行情,有只股不到十天跌了近20%,换你你敢拿吗?可回头看,那只是机构洗盘的手段。再比如这张图里的情况(看图1):区域①巨 阴下跌,大家都说是"高位出货";区域②反弹没两天又调整,有人说"双头做顶";区域③看着像真正的高位,可实际上都是机构在"震仓"——好股的震荡, 从来都是机构不想让你分一杯羹的手段。 二、用数据拆穿"震 ...
深圳3D打印企业,围剿了全球品牌 | 海斌访谈
Di Yi Cai Jing· 2026-01-04 11:27
从速度和性能来看,国内几家头部制造商已经整体超过海外企业 "美国没有具备竞争力的(消费级3D打印)企业,全球市场几乎已经被中国品牌给围剿了。"智能派科技有限公司的联合创始人陈波近日对第一财经记者 表示。 尽管中国只有全球一成左右市场,但制造了全球绝大多数3D打印机。 消费级3D打印行业与其他硬件行业类似,底层架构往往来自于海外,但做成消费级产品推向全球的则是中国企业。而且,这些中国企业集中在以深圳为 代表的珠三角。 陈波认为,国内头部企业能做到一年迭代两次新品,而海外企业要两年才能发一款新机器。从速度和性能来看,国内几家头部制造商已经整体超过海外企 业。 一成市场,九成产能 "3D打印的消费级市场,主力还是在海外,至少80%市场是由海外贡献。"陈波表示。 智能派是一家深圳的3D打印机企业。2024年,智能派营收约16亿元,其中九成来自中国之外。 美国是全球最大单一市场。陈波认为,美国应该也是所有3D打印机企业的最大市场,智能派三成以上收入来自美国。 欧洲大陆再加英国市场,消费级3D打印机的体量跟美国不相上下。这意味着美国和欧洲占据了总体七成以上市场,而中国市场规模在全球占比10%左 右。 这凸显了消费级3D打 ...
爱司凯(300521)参股成立济二爱司凯(济南)科技有限公司,持股比例59%
Xin Lang Cai Jing· 2026-01-04 06:36
Core Viewpoint - Recently, a new company named Jinan Erjikai Technology Co., Ltd. was established, focusing on various technology and manufacturing services, indicating growth in the tech and manufacturing sectors in China [1][2]. Company Overview - The company is registered with a capital of 10 million yuan [1][2]. - The legal representative of the company is Wang Minggang [1][2]. - The company is co-owned by Aisikai and Jinan Er Machinery Group Co., Ltd. [1][2]. Business Scope - The business scope includes a wide range of services such as: - Technical services, development, consulting, exchange, transfer, and promotion [1][2]. - 3D printing services and sales of 3D printing materials [1][2]. - Research and sales of mechanical equipment and parts [1][2]. - General equipment repair and rental [1][2]. - Industrial engineering design services and manufacturing of industrial control systems [1][2]. - Sales and manufacturing of smart manufacturing equipment [1][2]. - Software development and integration of intelligent control systems [1][2]. - Industrial internet data services and import/export of goods [1][2]. - Sales and manufacturing of additive manufacturing equipment [1][2]. - Digital technology services and specialized equipment manufacturing [1][2]. - Maintenance of electronic and mechanical equipment (excluding special equipment) [1][2].
刷新迟到记录的老罗,状况百出的「科技春晚」
3 6 Ke· 2026-01-04 05:31
Core Insights - The annual technology innovation sharing conference "Luo Yonghao's Crossroads" returned after seven years, showcasing various products and innovations from ByteDance and other companies [1][2] - Despite high expectations, the event faced multiple errors, including a delayed start and technical issues, leading to audience disappointment [1][2] Product Highlights - **DJI NEO2 Drone**: A user-friendly drone designed for easy operation, featuring gesture control and safety measures to protect users [6] - **Hypershell Exoskeleton**: A lightweight exoskeleton that assists users in climbing and carrying heavy objects, suitable for various extreme environments [8] - **TuoZhu 3D Printer**: Aimed at making 3D printing accessible to the general public, it offers a community for sharing designs and resources [9] - **LiberNovo Ergonomic Chair**: An advanced ergonomic chair that automatically adjusts to the user's posture, enhancing comfort [12] - **LICURV Dishwasher**: A compact dishwasher that cleans dishes in five seconds without detergent, utilizing innovative technology for effective cleaning [15] - **Antigravity Drone**: A panoramic drone that simplifies aerial photography, allowing users to control it intuitively [17] - **New Beanbag AI**: An AI application that enhances communication and translation capabilities, demonstrating quick response times [19] - **Qie Ting AI Reading App**: An application that provides audio summaries of books, highlighting key points and allowing for voice cloning [22] - **LAVA Studio**: An AI music workstation that enables users to create diverse musical sounds with a single instrument [25] Audience Engagement - The event saw significant interest, with tickets selling out quickly and a peak online viewership of around 5 million [1] - Despite the initial excitement, audience reactions were mixed, with many expressing dissatisfaction over the event's execution [5][6]