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影石获得了弹药 刘靖康带着90后们继续“整活”
Jing Ji Guan Cha Wang· 2025-06-15 10:36
影石创始人刘靖康一直在"整活儿"的路上。 6月11日,影石创新(688775.SH)登陆科创板,上市首日股价大涨274%,市值超700亿元,外界的聚光灯热烈而直接,"科创板90后新首富"等标签纷至沓 来。 敲钟当天,刘靖康本想穿蜡笔小新T恤登台,结果被上交所"婉拒",最后,他还是穿上了数年如一日的黑色文化衫;不愿意用常规的小锤,他就拿出全景相 机新品Insta360 X5敲锣,还顺带让网友们体验了一把"敲锣第一视角","看完脑袋嗡嗡嗡的"。 为了这一天,刘靖康等了4年多,也因为酝酿的时间太长,似乎冲淡了一部分惊喜和兴奋。他形容上市的心情,"就好像结婚领证4年之后才办婚礼,有点激 动,又很平静"。 对"科创板最年轻敲钟人""市值700亿"的标签,刘靖康很清醒,这些词只是刚好撞在一起,消费者不会因为老板年轻就买你的产品,也不会因为公司上市了 就买。刘靖康的部分压力来源于,上市后,影石需要时时刻刻接受资本市场的称重,接住员工、投资人和外界的期待。 不过,他的喜悦还是掩盖不住。IPO意味着经历漫长征途后,影石获得了关键补给——此次上市募资19.38亿元,将用于建设生产基地和深圳研发中心等,刘 靖康也兑现了创业10年以 ...
Z Explorer|05后,不限专业、地点、时间的实习,和我们一起了解世界!
Z Potentials· 2025-06-15 03:45
联合发起方(持续扩招中) 在你的想象中,未来的世界应该是什么样的? 无需跨出家门,就能畅游世界各个未知角落,深入体验不同文化背景下的生活与思维 科技的脉搏让曾经的科幻情节变为了现实 想邀请你加入我们的Z Explorer计划,一起去探索更多的未知,去发掘更多的可能。 在这里: 关注年轻人、科技、创投的Z Potentials 关注年轻人、科技和财经的Z Finance 关注年轻人、消费和全球化的Z Lives 关注年轻人、新一代交互娱乐的脑洞航海家 你将有机会与世界顶尖高校的杰出青年携手合作,共同策划闭门活动,与行业专家面 对面; 你将有机会与一线投资人一起,挖掘最新的行业洞察,参与科技大航海时代; 你将有机会结识科技行业领袖人物,参与深度访谈,理解商业核心,一同描绘未来; 你可以不必担心疾病与衰老,先进的基因药物将守护你的青春与活力 智能的AI助理会解放你的双手,为你处理生活中的一切琐碎 长期践行"从年轻人出发"的使命,以科技和商业为切入点,为新一代年轻人的成长提供全方位的内 容、活动和高质量社交平台。 Z Explorer正是在这样理念的启发下,通过对接全球顶尖高校的年轻人,培训Z Explorer的专业 ...
智能眼镜:从失败到重生,能否引领科技新潮流?
Huan Qiu Wang· 2025-06-15 03:10
【环球网科技综合报道】6月15日消息,据外媒报道,硅谷科技巨头们似乎找到了下一个科技风口——智能眼镜。这一概念并非首次提出,十 多年前谷歌就曾尝试过,但未能成功。如今,随着人工智能技术的飞速发展,智能眼镜再次成为焦点。 近日,Snap宣布将推出配备人工智能的智能眼镜,计划于2026年发布。这一消息引发了广泛关注,也让人们对智能眼镜的未来充满期待。 智能眼镜之所以再次受到追捧,一方面是因为智能手机已难以激发用户的升级欲望,另一方面则是科技公司希望通过围绕人工智能打造新硬件 来寻找新的增长点。得益于人工智能技术的进步,新一代智能眼镜在功能上有了质的飞跃,能够同时处理图像、视频和语音,回答复杂问题, 甚至进行对话式交流。 然而,智能眼镜要想真正走进人们的生活,还面临诸多挑战。首先,隐私问题不容忽视。尽管一些智能眼镜配备了指示灯来告知他人何时在录 制视频,但仍有不少人对此表示担忧。其次,如何说服消费者购买另一款科技设备也是一个难题。特别是对于那些不需要戴眼镜的人来说,智 能眼镜需要提供足够的价值才能吸引他们购买。 此外,智能眼镜的价格也是一个关键因素。虽然目前市面上已有一些价格相对亲民的智能眼镜产品,但要想真正普及, ...
中金研究 | 本周精选:宏观、策略、房地产
中金点睛· 2025-06-14 00:28
中金点睛"本周精选"栏目将带您回顾本周深受读者欢迎的研究报告。 01 房地产 Industry 2025下半年展望 | 房地产:信心、耐心与决心 >>点击图片查看全文<< 我们认为房地产市场"止跌回稳"是一个循序渐进的过程,可大体分为三个阶段,分别对应"住房交易量"、"房价"、"房地产投资"三类指标的企稳回 升;其中,步入正循环的核心点是供需结构改变带来的房价预期向上,或应成为市场耐心跟踪关注的关键转折信号。政策端促成"止跌回稳"仍需更大 决心,推进实体市场供需结构调整的措施落地和防范化解企业端衍生风险的措施补充是短期关键。我们此前在2025年度策略《 房地产:迈向止跌回 稳 》中提出三种政策强度情景;考虑到年初以来政策进展和市场表现、房地产政策约束条件的突破仍须时间、市场供需结构较历史上景气周期仍有 差距,我们认为对于房地产基本面磨底期的持续时长做充分估计,2025年演绎"中政策"情景的概率较大,其中仅销量表现由于926政策效果持续时长 超预期或略好于"中政策"情景。而一旦供需结构调整带动价格预期转为积极,我们认为总住房销量修复至历史合理水平对应的上行空间十分可观, 一、二手房占比结构的再平衡也意味着新房交 ...
消费主义的魔法
Hu Xiu· 2025-06-13 16:01
Core Perspective - The article discusses the evolution of consumerism over the past 200 years, highlighting how capitalism has transformed individuals into consumers through various means such as department stores, branding, advertising, and consumer psychology [1]. Group 1: Historical Context of Consumerism - Until 1800, walking was the most common mode of transportation, and society was predominantly agricultural. The introduction of the steam locomotive in 1814 revolutionized transportation, enabling faster and more reliable movement of goods [3]. - The relationship between people and products has changed significantly due to industrialization and commodification, leading to a sense of alienation from the production process [3]. Group 2: The Role of Branding - In the pre-market era, consumers relied on local knowledge and trust in specific shops. The rise of large food manufacturing and distribution companies created a need for branding to establish trust in products that consumers could no longer see or touch [4]. - Branding has become a hallmark of consumer society, allowing consumers to identify product quality and positioning without direct sensory experience. Brands evoke associations and values, transforming products into symbols of status and identity [4][5]. Group 3: The Impact of Imagery - The history of consumer society can be understood as the proliferation of images in people's lives. The evolution of printing technology in the 19th century allowed for widespread distribution of images, which became powerful tools for advertising and consumer engagement [6][7]. - Magazines emerged as a significant medium for advertising, blending product promotion with visual storytelling to capture consumer attention and drive sales [7][8]. Group 4: The Transformation of Self-Identity - The concept of self has been reshaped by capitalism, where individuals are encouraged to construct their identities through consumption. This new cultural narrative emphasizes personal expression and autonomy through the acquisition of goods [10][11]. - Advertising strategies have shifted to focus on individualism and authenticity, encouraging consumers to "be themselves" and view products as tools for self-liberation [11]. Group 5: Gender and Consumerism - Women have been particularly affected by the consumerism revolution, with societal expectations linking their identity and value to their appearance. The 1920s marked a shift where women's bodies became ongoing "consumer projects" [12]. - The modern consumer landscape often perpetuates anxiety among women, as they navigate various pressures related to beauty, identity, and societal expectations [12].
佳都科技: 佳都科技关于增加公司2025年度日常关联交易金额的公告
Zheng Quan Zhi Xing· 2025-06-13 12:14
证券代码:600728 证券简称:佳都科技 公告编号:2025-055 佳都科技集团股份有限公司 关于增加公司 2025 年度日常关联交易金额的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏, 并对其内容的真实性、准确性和完整性承担个别及连带责任。 ? 公司不会因日常关联交易对关联方形成依赖 一、日常关联交易基本情况 (一)2025年度日常关联交易的基本情况 董事专门会议将《关于预计 2025 年度日常关联交易金额的议案》提交公司董事会审 议;2025 年 1 月 13 日经第十届董事会 2025 年第一次临时会议审议通过,关联董事 刘伟、陈娇回避表决,其余 6 名非关联董事一致审议通过该议案。具体详见 2025 年 年日常关联交易的公告》(公告编号:2025-007)。 (二)新增日常关联交易的基本情况 根据公司业务实际情况的需要,按照上海证券交易所股票上市规则的要求,日常 关联交易中"向关联方销售商品/提供劳务"这一关联交易类别项下需要增加公司与 广州佳太科技有限公司的关联交易额度,具体日常关联交易增加预计如下: 单位:人民币万元 本次预计金额 | | 本次预计金额 ...
华工校友,正排队IPO敲钟
投资界· 2025-06-13 07:22
工程师的摇篮。 作者 I 余梦莹 周佳丽 报道 I 投资界PEdaily 最新两个IPO留给我们深刻印象。 投资界获悉,惠州亿纬锂能股份有限公司(简称:亿纬锂能)发布公告称,拟发行H股股票并在港交所主板挂牌上 市。同一时间,市值近400亿元的石头科技也宣布赴港上市。 颇为巧合,两位创始人都是华南理工大学校友——亿纬锂能掌门人刘金成是华工材料物理与化学专业博士,石头科技 创始人昌敬则来自华工计算机系。 ( 昌敬、 刘金成 ) 梳理下来,今年华工系企业排队IPO敲钟:硕士毕业于华工电子与信息工程系的曾毓群,带着万亿宁王赴港上市;80 后华工学子陈方明率队博雷顿成功在港交所挂牌;门店近400家的遇见小面冲刺港股上市,背后是三位华工校友的身 影。 扎根五岭以南,这座百年学府被誉为"工程师的摇篮",正在成为中国科技江湖最活跃的力量之一。 两位华工校友,同时赴港IPO了 先从石头科技说起。 1982年出生于湖南岳阳,昌敬从小就展现出惊人的学习天赋,17岁就考入华南理工大学计算机专业,拿到学士和硕 士 学 位 。 在 大 厂 做 了 5 年 产 品 经 理 , 目 睹 移 动 互 联 网 兴 起 , 昌 敬 决 定 创 业 ...
印度客机坠毁或因起落系统异常;周杰伦方回应花30亿台币买4层楼;海底捞部分门店上线22元自助午餐;哈根达斯中国业务或被卖丨邦早报
创业邦· 2025-06-13 00:09
完整早报音频,请点击标题下方小耳机收听 【印度坠毁客机载有 242 人,原计划飞往英国】 据印度当地电视台报道,一架客机 12 日在古杰拉 特邦艾哈迈达巴德机场坠毁,机场上空冒起浓烟,目前伤亡情况不明。据悉,这是一架印度航空的航 班,消息人士称机上可能载有 133 人。印度亚洲新闻国际通讯社援引警方消息报道说,机上载有 242 名乘客。印度新德里电视台( NDTV )报道称,客机于当地时间 13 时 17 分坠毁,原本计划 从艾哈迈达巴德机场起飞前往英国,报道称失事机型为波音 787 。这是一架 11.5 年机龄的波音 78 7-8 飞机,这也是波音 787 机型首起空难。印度航空发表声明称,该公司一架计划从艾哈迈达巴德 机场起飞前往伦敦的客机,当日在古吉拉特邦艾哈迈达巴德机场附近坠毁,航班号为 AI171 。 据悉,印度民航总局与事故调查局(AAIB)正联合展开全面调查,飞机黑匣子已找到,初步数据显示 飞机在起飞阶段未能正常升空,部分起落系统可能出现异常。相关技术分析正在进行中。(央视新 闻) 【哪吒汽车通知员工今起居家办公】 6 月 12 日消息,据报道,哪吒汽车总部内部宣布,员工自 6 月 12 日起居 ...
8点1氪|印度坠机事故造成至少265人死亡,机上仅1人幸存;韦东奕涨粉速度获世界纪录认证;哪吒汽车CEO被员工围堵讨薪
3 6 Ke· 2025-06-12 23:38
Group 1: Company Listings - Suzhou Huichuan United Power System Co., Ltd. has received approval for its initial public offering from the Shenzhen Stock Exchange [1] - Jiehuate Microelectronics Co., Ltd. has submitted its listing application to the Hong Kong Stock Exchange [1] Group 2: Aviation Incident - A Boeing 787 passenger plane from an Indian airline crashed, resulting in at least 265 fatalities, with only one survivor among the 242 onboard [2] - The crash also caused injuries to at least 50 ground personnel, and the search and rescue operations have concluded [2] Group 3: Corporate Developments - Nio Automobile's CEO faced employee protests over unpaid salaries, leading to a decision for employees to work from home [4] - Alibaba's chairman, C. Z. Tsai, acknowledged past mistakes and emphasized the company's commitment to AI and cloud infrastructure, with a planned investment exceeding 38 billion yuan over the next three years [5] - Tencent is reportedly considering a $15 billion acquisition of South Korean game developer Nexon [5] Group 4: Market Trends - The smart glasses market has seen an explosive growth of over 800% in sales, with projections indicating that global shipments will reach 12.8 million units by 2025, a 26% increase year-on-year [9] - The Chinese market is expected to surpass 2.75 million units, marking a 107% year-on-year growth [9] Group 5: AI Collaborations - OpenAI is in discussions with Saudi Arabia's Public Investment Fund and India's Reliance Group regarding a $40 billion funding plan [16] - Mattel, the maker of Barbie dolls, has partnered with OpenAI to develop AI toys and games, with a product launch expected later this year [16]
联创电子(002036):公司首次覆盖报告:车载光学产能加速释放,静待盈利修复
Guoyuan Securities· 2025-06-12 10:12
Investment Rating - The report gives an "Accumulate" rating for the company [4][6]. Core Views - The company focuses on the optical sector and is a leading enterprise in high-end lenses and modules, with 41% of its revenue and 76% of its gross profit coming from optical products [2][15]. - The company is expected to benefit from the increasing penetration of smart vehicles and the rising number of cameras per vehicle, particularly from partnerships with major automotive clients like Tesla and BYD [2][30]. - The company has a competitive advantage in the molded glass process, which is essential for producing aspherical glass lenses, and is a major supplier in this field [3][66]. Summary by Sections Company Overview - The company was established in 2006 and has evolved from traditional optical lenses to focus on high-definition wide-angle lenses and automotive lenses, entering the smart vehicle sector around 2015 [12][15]. - The company has established strong partnerships with leading clients in various fields, including automotive and mobile devices [18][19]. Financial Data - The company is currently in a performance transition phase, with revenue expected to recover as the automotive optical business grows and consumer electronics demand rebounds [20][21]. - Revenue projections for 2025-2027 are estimated at 113 billion, 124 billion, and 134 billion yuan, with net profits of 1.1 billion, 3.2 billion, and 5.0 billion yuan respectively [4][74]. Production Capacity and Market Position - The company is expanding its production capacity for automotive optical products, with significant projects underway, including a 240 million high-end automotive lens project [61][64]. - The global automotive camera market is projected to grow significantly, with the company positioned to capture a share of this growth through its advanced technology and production capabilities [55][60]. Competitive Advantages - The molded glass process used by the company creates a technical moat, as it is one of the few companies capable of mass-producing aspherical glass lenses [3][66]. - The company has a strong focus on high-end mobile optical products, benefiting from a structural recovery in the global smartphone market [68][70]. Future Outlook - The automotive optical products are expected to be a key growth driver for the company, supported by the recovery in consumer electronics and the realization of automotive display orders [4][74]. - The company is also expanding its global footprint with new factories in Mexico and Vietnam to better serve North American and Southeast Asian markets [61][64].