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联想三大超级智能体首度亮相WAIC 2025
Group 1 - Lenovo showcased three major super intelligent systems: Tianxi Personal Super Intelligent System, Lexiang Enterprise Super Intelligent System, and City Super Intelligent System at WAIC2025, highlighting its full-stack AI technology achievements and practical applications in both personal and enterprise intelligence [1] - The Tianxi Personal Super Intelligent System serves as a new generation human-computer interaction interface, featuring five functions: AI control, AI search, AI translation, AI notes, and AI services, while ensuring data security and personal privacy protection [1] - The Lexiang Enterprise Super Intelligent System acts as a new official interface for employees, customers, partners, and the public, forming Lenovo's first "silicon-based team" alongside intelligent systems in marketing, sales, and service [1] Group 2 - The City Super Intelligent System, supported by the "1+N Intelligent System" architecture, demonstrated Smart City 4.0 applications, with strategic partnerships established in cities like Wuyishan, Yichang, Hongkou, and Hohhot, focusing on cultural tourism, energy management, smart transportation, and industrial intelligence [2] - Lenovo's intelligent system matrix also includes Baijing Intelligent System and Xiangbangbang Intelligent System, showcasing immersive AI scenarios in education and healthcare, with the latest version of Baijing Intelligent System and the launch of Baichuang Lab for IT operations, AI office, and AI marketing services [2] - A strategic cooperation signing ceremony between Lenovo and China Telecom was held, aiming to explore collaboration in areas such as basic communication, comprehensive information services, AI computing, international business, and joint expansion in government and enterprise clients [2]
【南粤聚才 智创未来】才聚东莞,职赢精彩!
活动介绍 2025年广东省直播带岗活动将在2025年7月-12月开展40场线上招聘会。本次活动由中国中小企业发展促进中心指导,广东省工业和信息化厅、广东省教育 厅、广东省人力资源和社会保障厅、共青团广东省委员会联合主办,广东省中小企业服务中心、广东省就业服务管理局、广东省青少年事业发展中心、广东 经济科教频道共同承办。本场是第1场,【东莞专场】为你带岗! 01 直播信息 直播场次 第1场 直播时间 2025年7月28日 10:00-12:00 直播专场 东莞专场 直播地点 广东省退役士兵就业创业服务促进会 东莞代表处 一键投递简历 02 直播企业 易事特电力系统技术有限公司 企业信息 易事特集团(股票代码:300376)始创于1989年,2014年成功在深交所上市,曾是世界500强企业控股子公司,现为广东省属国资混改示范企业,是国家火 炬计划重点高新技术企业、国家技术创新示范企业、国家知识产权示范企业、国家级制造业单项冠军企业、国家级绿色工厂、中国产学研合作创新示范企业 及UPS电源、充电桩、钠电龙头企业等,连续多年荣登全球新能源企业500强、全球光伏品牌100强、中国企业专利实力500强、创新百强企业、储能 ...
酉立智能(920007):光伏支架“小巨人”,大客户配套的出海高增
2025 年 07 月 27 日 酉立智能(920007): 光伏支架 巨人",大客户配套的出海高堵 ―北交所新股申购策略报告之一百三十五 相关研究 证券分析师 联系人 目靖交 (8621)23297818× lvjh@swsresearch.com 申万宏源研究微信服务号 请务必仔细阅读正文之后的各项信息披露与声明 基本面:公司深耕光伏支架领域,主营产品包括光伏支架主体支撑扭矩管(TTU)、光伏支 架轴承组件(BHA)、光伏组件安装结构件(URA)等光伏支架核心零部件产品。立足国 际市场开拓国内市场。公司与 NEXTracker、Optimum Tracker、Gonvarri、Industries、天 合光能、安泰新能源等国内外知名光伏支架企业建立了良好的合作关系,其中,公司对第 一大客户 NEXTracker 2024 年销售额占比高达 70%。核心产品市占率稳中有进。2023 年 BHA、TTU 和 URA 市场占有率分别达 12.84%、2.80%和 4.63%,同比分别+3.60pct、 +0.33pct 和-0.12pct。营收和盈利均快速增长。2024 年实现营收 7.29 亿元, 近 3 年 ...
北证水利及洞隧施工相关标的共有10家,本周五大行业均收涨
KAIYUAN SECURITIES· 2025-07-27 11:15
北交所策略专题报告 2025 年 07 月 27 日 北证水利及洞隧施工相关标的共有 10 家,本周五大行业均收涨 ——北交所策略专题报告 北交所研究团队 诸海滨(分析师) zhuhaibin@kysec.cn 证书编号:S0790522080007 雅江下游水电工程开工,北证水利洞隧施工共 10 家关注其中稀缺标的 雅鲁藏布江下游水电工程开工仪式 7 月 19 日上午在西藏自治区林芝市举行。工 程主要采取截弯取直、隧洞引水的开发方式,建设 5 座梯级电站,总投资约 1.2 万亿元。北交所水利、洞隧设施建设相关标的共有 10 家,五新隧装、基康技术、 青矩技术、恒立钻具、海希通讯、天润科技、国源科技、铁拓机械、莱赛激光 华维设计,截至 2025 年 7 月 25 日总市值达到 347.62 亿元。基康技术(830879.BJ) 主要从事设计、开发、生产精密传感器、数据采集器、智能传感终端等产品,并 基于精密传感器的行业应用向下游客户提供软件与物联网服务。五新隧装 (835174.BJ)聚焦为"隧道施工与矿山开采"提供成套智能装备与服务,深耕 铁路、公路、水利水电、矿山等领域。 北证行业:五大行业本周平均涨跌幅 ...
WAIC 2025 | “灯塔工厂”背后 施耐德电气助力多行业“智”变升级
Xin Hua Cai Jing· 2025-07-27 11:14
AI 发展虽带来能耗挑战,但也是全球能源转型的关键。施耐德电气全球高级副总裁、首席人工智能官 菲利普·兰巴赫(Philippe Rambach)表示:"从供给侧到需求侧,AI 技术的大规模应用可推动新能源接 入,更能大幅提升工业制造、楼宇建筑、交通运输、数据中心等关键领域的效率和能效。以能源系统的 全面转型为抓手,AI 技术将加快全球产业的系统性变革,促进高效与可持续,而这正是施耐德电气的 专长所在。" 同时,菲利普·兰巴赫在产业发展论坛发表主旨演讲时表示,AI 技术正快速迭代,其规模化应用将全面 推进能源、工业等关键领域的结构性变革,充分释放科技创新的巨大影响力。中国是全球 AI 产业发展 高地,也是施耐德电气 AI 创新战略布局的关键一环。 针对工业领域的 AI 落地应用,施耐德电气副总裁、数字化创新业务中国区负责人张磊表示,边缘智 能、大模型、Agentic AI 正加速向细分行业渗透,工业专有知识与 AI 技术的深度融合将迸发更大价 值。 在能源领域,施耐德电气全新发布的 EcoStruxureTM 楼宇智能运维专家,是一款基于知识图谱和大语言 模型深度融合的AI Agent,能高效暖通运维及建筑节能 ...
国家统计局:汽车行业利润增长96.8%!还有这些行业实现增长→
Jin Rong Shi Bao· 2025-07-27 10:56
在制造业中,哪些细分行业利润增长较快? 其中,装备制造业营收、利润快速增长,拉动全部规模以上工业利润增长3.8个百分点。据国家统计局 工业司统计师于卫宁介绍,6月份,装备制造业营业收入同比增长7.0%,较5月份加快0.3个百分点;利 润由5月份下降2.9%转为增长9.6%。装备制造业的8个行业中4个行业利润实现增长。特别是汽车行业在 车企促销带动销量快速增长叠加重点企业投资收益增长等因素作用下,利润增长96.8%。 具体到6月份,规模以上工业企业营业收入保持增长,为企业盈利恢复创造有利条件。数据显示,6月 份,规模以上工业企业营业收入同比增长1.0%,增速与5月份持平;实现利润总额7155.8亿元,同比下 降4.3%,降幅较5月份收窄4.8个百分点。 规模以上工业企业,是指年主营业务收入为2000万元及以上的工业法人单位。 利润是衡量企业经营业绩的关键指标。观察利润指标,可以帮助我们了解企业健康状况、发展活力,监 测分析工业经济发展质量效益,同时更加深入地分析工业生产走势和研判宏观经济形势。 谈及工业企业盈利表现,广开首席产业研究院资深研究员马泓表示,上半年,工业企业利润整体跌幅较 2024年末收窄,表明一揽 ...
晚间公告丨7月27日这些公告有看头
Di Yi Cai Jing· 2025-07-27 10:30
7月27日晚间,沪深两市多家上市公司发布公告,以下是第一财经对一些重要公告的汇总,供投资者参 考。 【品大事】 *ST苏吴:公司股票可能被实施重大违法强制退市 *ST苏吴公告称,因公司涉嫌信息披露违法违规,被中国证监会立案调查。2025年7月13日,公司收到 中国证监会下发的《行政处罚事先告知书》,认定公司虚增营业收入、营业成本和利润,2020年至2023 年年度报告存在虚假记载。如根据正式的处罚决定书结论,公司触及重大违法强制退市情形,公司股票 将被终止上市。公司将全力配合中国证监会的相关工作,并积极行使听证或进行陈述、申辩等合法权 利,维护公司和广大投资者权益。 【观业绩】 同洲电子:上半年实现净利润2.03亿元 同比扭亏 同洲电子披露半年度报告,公司上半年实现营业收入约5.4亿元,同比增长606.52%;净利润约2.03亿 元,上年同期亏损约3608.41万元;基本每股收益约0.27元。报告期新增高功率电源业务收入增长较大。 浙江鼎力:上半年净利润同比增长27.49% 浙江鼎力发布业绩快报,2025年上半年,公司实现营业总收入43.36亿元,同比增长12.35%;归属于上 市公司股东的净利润10.51亿 ...
嘉实中证央企创新驱动ETF投资价值分析:一键布局具有创新活力的优质央企
Guotou Securities· 2025-07-27 10:29
Quantitative Models and Construction Methods Model Name: Central Enterprise Innovation Index (000861.CSI) - **Model Construction Idea**: The index selects 100 representative listed companies under the State-owned Assets Supervision and Administration Commission (SASAC) based on their innovation and profitability to reflect the overall performance of innovative central enterprises[8] - **Model Construction Process**: - **Sample Space**: All listed companies under SASAC[9] - **Step 1**: Rank the securities in the sample space by average daily trading volume over the past year and exclude the bottom 20%[9] - **Step 2**: Select the remaining securities controlled by SASAC and its subsidiaries[9] - **Step 3**: Exclude securities with negative operating cash flow in the past year and negative net profit excluding non-recurring items in the past two years[9] - **Step 4**: Calculate the innovation score for non-financial companies based on R&D expenditure, R&D personnel ratio, patent quality score, and participation in national or industry standards. For financial companies, use revenue, net profit, patent quality score, and participation in standards[9] - **Step 5**: Rank the remaining securities by innovation score and select the top 50% as innovation-themed securities[9] - **Step 6**: Calculate the quality score for non-financial companies based on ROE, net profit growth, earnings quality, and financial leverage. For financial companies, use ROE and net profit growth. Combine the quality score with the scale score (based on market cap) to get a comprehensive score[9] - **Step 7**: Select the top 100 securities by comprehensive score as index samples[9] - **Adjustment**: The index samples are adjusted semi-annually[9] - **Model Evaluation**: The index is designed to reflect the performance of innovative central enterprises, with a focus on maintaining representativeness and accuracy through regular adjustments[8][9] Model Backtesting Results - **Central Enterprise Innovation Index**: - **Cumulative Return Since Inception**: 138.08%[5][10] - **Excess Return Over Major Indices**: - CSI 300: 79.25%[5] - SSE Composite Index: 83.67%[5] - CSI 500: 54.40%[5] - CSI 800: 74.09%[5] - **5-Year Cumulative Return**: 33.70%[10] - **Excess Return Over Major Indices in 5 Years**: - CSI 300: 49.24%[10] - SSE Composite Index: 29.47%[10] - CSI 800: 47.94%[10] Quantitative Factors and Construction Methods Factor Name: Innovation Score - **Factor Construction Idea**: Evaluate the innovation capability of non-financial and financial companies based on specific indicators[9] - **Factor Construction Process**: - **Non-Financial Companies**: - R&D expenditure to market cap ratio (40% weight) - R&D personnel ratio (10% weight) - Patent quality score (40% weight) - Participation in national or industry standards (10% weight)[9] - **Financial Companies**: - Revenue (40% weight) - Net profit (10% weight) - Patent quality score (40% weight) - Participation in national or industry standards (10% weight)[9] - **Calculation**: Sum the weighted scores to get the innovation score[9] Factor Name: Quality Score - **Factor Construction Idea**: Assess the financial quality of companies based on profitability and financial stability[9] - **Factor Construction Process**: - **Non-Financial Companies**: - ROE (30% weight) - Net profit growth (35% weight) - Earnings quality (25% weight) - Financial leverage (10% weight)[9] - **Financial Companies**: - ROE (50% weight) - Net profit growth (50% weight)[9] - **Calculation**: Sum the weighted scores to get the quality score[9] Factor Backtesting Results - **Innovation Score**: - **Top 50% Selection**: Used to identify innovation-themed securities[9] - **Quality Score**: - **Comprehensive Score Calculation**: Combined with scale score to select top 100 securities[9]
宇树科技发布第三款人形机器人“UnitreeR1智能伙伴”
Xinda Securities· 2025-07-27 09:48
Investment Rating - The investment rating for the electric power equipment and new energy industry is "Positive" [2] Core Insights - The report highlights that the electric vehicle (EV) battery sector is expected to see an optimization in its structure, leading to a potential recovery in profitability. Factors contributing to this include a long-term significant correction in the lithium battery sector, a potential turning point in the oversupply of lithium batteries, and a decrease in lithium carbonate prices, which may lower battery costs and stimulate downstream demand [3][4] - The report emphasizes that 2025 is likely to be a significant year for grid investment, with the electric power equipment sector presenting favorable investment opportunities. The increasing electricity demand from emerging industries like AI is expected to drive the demand for power equipment [3][4] - In the energy storage sector, it is anticipated that energy storage will maintain a high growth trajectory in 2025, with large-scale energy storage expected to benefit from the gradual improvement of the electricity market and auxiliary service market [4] - The photovoltaic (PV) sector is experiencing sustained high demand in Europe, with inventory pressures expected to ease and domestic ground power station demand remaining strong. The report notes that new technologies such as TOPCON are entering large-scale production, which is expected to inject new momentum into the development of renewable energy [4][5] Summary by Sections New Energy Vehicles - The report indicates that the price of battery-grade lithium carbonate has increased by 16.5% week-on-week, reflecting a growing demand in the new energy vehicle market. In June 2025, new energy vehicle sales reached 1.329 million units, a year-on-year increase of 26.7% [9][13][15] Electric Power Equipment and Energy Storage - The report suggests that the electric power equipment sector is entering a growth cycle, driven by increased electricity demand from new industries and the need for grid upgrades due to rapid renewable energy development. Key companies to watch include Siyi Electric, Haixing Power, and Jindan Technology [3][4] - In energy storage, the report highlights investment opportunities in large-scale storage, commercial storage, and household storage, with specific companies recommended for each segment [4] Photovoltaic Industry - The report notes a 13.5% increase in the price of polysilicon, indicating a positive trend in the photovoltaic industry. The demand for solar installations is expected to accelerate due to cost reductions and new technology advancements [16][17] Industrial Control and Humanoid Robots - The report discusses the anticipated recovery in the industrial control sector, with a new cycle of equipment updates expected. The launch of the humanoid robot "UnitreeR1" by Yushu Technology is highlighted, showcasing advancements in the robotics industry [6][7]
转债周度专题:北交所转债怎么看?-20250727
Tianfeng Securities· 2025-07-27 09:46
固定收益 | 固定收益定期 转债市场表现 本周转债市场收涨,其中中证转债上涨 2.14%,上证转债上涨 2.02%,深证 转债上涨 2.31%;万得可转债等权上涨 2.39%,万得可转债加权上涨 2.12%。 本周转债日均成交额有所增加。本周转债市场日均成交额为 806.74 亿元, 较上周日均增加 100.05 亿元,周内成交额合计 4033.71 亿元。 可转债周报 20250727 证券研究报告 北交所转债怎么看? 转债周度专题 7 月 19 日,北交所首单转债获批——优机股份公告可转债获得证监会同意 注册;本周 7 月 23 日,北交所新增一单转债预案——盖世食品。截至 7 月 25 日,北交所共有 5 只转债预案。 北交所可转债相关规则主要是 2023 年 2 月 17 日修改发布的《北京证券交 易所上市公司向特定对象发行可转换公司债券业务细则》等。 对应看到,目前预案中的北交所转债均为定向可转债,且发行规模均在 1.5 亿元以内。而根据"业务细则",北交所定向可转债通常不具备"下修条款"、 转股期结束前 10 个交易日暂停转让、有明确的 18 个月转股限售要求、不 赎回周期至少为 6 个月。此外, ...