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智微智能:推出‘智擎’机器人大脑域控制器系列,覆盖100TOPS至2070 FP4TFLOPS多档AI算力
Core Viewpoint - The company, Zhimi Intelligent, has launched the "Zhiying" product line for robotic brain domain controllers, utilizing NVIDIA Jetson chips to offer a range of AI computing power options from 100 TOPS to 2070 FP4 TFLOPS [1] Group 1: Product Features - The product line includes models such as Orin NX, AGX Orin, and AGX Thor, providing various AI computing capabilities [1] - The products are developed under the automotive quality system IATF 16949, ensuring compliance with customer requirements in terms of heat dissipation, size, weight, signal integrity, and shock resistance [1] - The architecture employs heterogeneous computing, integrating multi-modal perception, deep learning, and generative AI capabilities to support processing of multi-source information including images, language, and tactile data [1]
智微智能(001339) - 2026年1月21日投资者关系活动记录表
2026-01-21 11:36
2、Q:机器人大脑域控制器核心亮点? A:针对机器人大脑域控制器推出"智擎"系列产品线, 主力采用 NVIDIA Jetson 芯片,推出 Orin NX、AGX Orin 和 AGX Thor 多款控制器产品,提供从 100TOPS 到 2070 FP4 TFLOPS 多种 AI 算力选择,满足不同算力需求的客户。依 托公司车规 IATF16949 质量体系,确保产品从散热、体积、 重量、信号、防震等级达到客户质量要求。 证券代码:001339 证券简称:智微智能 深圳市智微智能科技股份有限公司 投资者活动记录表 结构,完善产品方案。智微智能主营业务覆盖行业终端(如 PC、OPS、云终端等)、ICT 基础设施(服务器、交换机、 网安硬件等)、工业物联网(如机器人控制器、工控主板、 工控机、AI 边缘设备等)及智算四大业务领域,产品布局 广泛,可充分满足 AI 高性能算力、机器人、智慧教育、智 慧办公、智慧金融、工业自动化、智慧医疗等多种 AI 场景 的应用需求。 二、互动交流 1、Q:近期投资的宇叠智能主要业务? A:宇叠智能以自主研发的柔性传感材料为核心,具备 从材料、硬件到算法的全链条研发能力,是全球首 ...
智联招聘新报告:哪些行业就业好、工资高?
Xin Lang Cai Jing· 2026-01-21 11:18
2025年四季度,算法工程师平均招聘月薪约2.5万元,企业的岗位需求激增110%;无人机工程师招聘同 比增加近60%,平均招聘月薪约1.66万元;机器人行业对工程师的需求增加60%;苏州成为对高端装备 人才需求最多的城市…… 随着新质生产力发展,就业市场的结构性变化正在显现。1月中旬,智联研究院基于平台大数据发布的 《2025年四季度人才市场热点快报》显示,2025年四季度,围绕新一代信息技术、高端装备、新材料、 航空航天和新能源汽车等领域,企业招聘需求持续增长,岗位数量、薪酬水平及技能要求均呈现明显变 化。 2025年四季度另一人才需求增长极是现代服务业。在线生活服务(O2O)以62.7%的职位数同比增速遥遥 领先,显示出数字化服务在消费领域的深度融合与模式创新。游戏(26.4%)、汽车后市场(21.0%)、宠物 服务(15.3%)、养老/看护(2.5%)等岗位需求依然保持较快增长,满足居民日益多样化、品质化的生活服 务需求。 AI、智能硬件高增长, 北京、深圳、杭州机会多 《报告》指出,随着大模型进入应用深化期,2025年四季度新一代信息技术领域扩张势能强劲,人工智 能和智能硬件成为招聘岗位增长的主要来源 ...
王腾称创业压力山大:更理解雷总的勇气了
Xin Lang Cai Jing· 2026-01-21 10:30
快科技1月21日消息,原小米中国区市场部总经理、REDMI品牌总经理王腾成立新公司"今日宜休"之后 进展顺利,目前已经完成总规模为数千万元的种子轮融资,投资方包括高瓴创投、智元机器人、喜临门 等。 他本人今晚发文表示,完成首轮融资心理压力稍微好一点。 王腾称:"老实说第一次创业,心里挺没谱的,压力山大,真的是非常感谢早期信任我们的投资人"。 同时他还在评论区回复网友称,创业后"更理解雷总的勇气和牛逼了"。 据悉,王腾的今日宜休初创核心团队成员均来自小米、华为等科技企业,主要研发睡眠健康相关产品。 王腾回复网友时表示,产品进度没那么快,得下半年才能开发布会。 他透露,初期盘算了一下想把规划的产品做出来,组团队+研发投入等大概需要几千万甚至上亿的费 用。 王腾此前曾表示,新产品将接入米家,应该还会融合传感器和大模型。 结合各种人体数据,实时调控环境状态,给使用者带来更优质的睡眠环境。 【本文结束】如需转载请务必注明出处:快科技 责任编辑:建嘉 快科技1月21日消息,原小米中国区市场部总经理、REDMI品牌总经理王腾成立新公司"今日宜休"之后 进展顺利,目前已经完成总规模为数千万元的种子轮融资,投资方包括高瓴创投、 ...
萤石网络2025年归母净利同比增长12.43% 深化智能消费类IoT产品研发
Zheng Quan Ri Bao Wang· 2026-01-21 08:48
Group 1 - The core viewpoint of the news is that Hangzhou Yingshi Network Co., Ltd. reported steady growth in its 2025 performance, with total revenue reaching 5.901 billion yuan, a year-on-year increase of 8.44%, and net profit attributable to shareholders increasing by 12.43% to 567 million yuan [1][2][3] - As of the end of 2025, the company's total assets amounted to 907 million yuan, reflecting an 8.55% growth from the beginning of the year, while equity attributable to shareholders increased by 5.40% to 579 million yuan [1] - The company has focused on core advantages, enhancing technology research and development, and advancing the development of smart consumer IoT products and cloud platform services, leading to a steady increase in overall operating performance [1][3] Group 2 - In 2025, the company upgraded its self-developed blue ocean large model in two aspects: foundational algorithm capabilities and specialized vertical scene models, leveraging its IoT technology advantages [2] - The integration of AI, large models, and edge computing is driving the evolution of smart hardware from "single devices" to "scene-based solutions," providing stable growth opportunities in segments like smart video and smart home [2] - The company is expanding its product matrix centered on video vision and AI interaction while also introducing various application scenarios through ecosystem openness, enhancing its core business's scene coverage and monetization potential [3]
华勤技术:预计2025年净利润40亿元-40.5亿元 同比增长36.7%-38.4%
Ju Chao Zi Xun· 2026-01-21 08:37
Core Viewpoint - Huqin Technology expects significant revenue and profit growth for the fiscal year 2025, driven by advancements in artificial intelligence and the evolution of smart products [1][3] Financial Performance - The company anticipates revenue between 170 billion to 171.5 billion, representing a year-on-year growth of 54.7% to 56.1% [1] - The projected net profit attributable to shareholders is expected to be between 4 billion to 4.05 billion, reflecting a year-on-year increase of 36.7% to 38.4% [1] Growth Drivers - The substantial growth is attributed to the accelerated implementation of artificial intelligence technologies and the continuous updates of various smart products [3] - The company leverages its "3+N+3" smart product platform strategy and global industrial layout to enhance its service capabilities across mobile terminals, personal computers, data centers, and automotive electronics [3] - Huqin Technology aims to create value for leading global technology companies through its strong R&D design capabilities, efficient supply chain platform, and global smart manufacturing and precision component capabilities [3]
万亿级产业生态加速发展,2026上海具身智能博览会定档7月
Xin Lang Cai Jing· 2026-01-21 04:05
Core Insights - The 2026 Shanghai International Embodied Intelligence Industry Expo (referred to as "Expo") will be held from July 2 to 4 at the National Exhibition and Convention Center (Shanghai Hongqiao) [2] - The Expo aims to serve as a significant platform for industry exchange following the elevation of embodied intelligence to a national strategy, focusing on the deep integration of the automotive and robotics sectors, both valued in trillions [2] - The exhibition area will expand to 35,000 square meters, significantly larger than previous editions, featuring four core exhibition zones: intelligent driving, smart cockpits, core hardware, and vehicle-road collaboration [2] - Over 300 companies have confirmed participation, including automotive manufacturers, smart hardware producers, AI algorithm service providers, and infrastructure suppliers [2] - The event will host 20 professional forums addressing industry hot topics such as the implementation of edge large models, multimodal interaction technology, and cross-domain supply chain collaboration [2] Industry Focus - The Expo will emphasize a dual focus on "technology exchange + business matching," providing practical cooperation channels for upstream and downstream of the industry chain through interactive areas like technology testing zones and scenario simulation experience areas [3] - Specialized discussions will be organized to address key issues in the automotive industry, such as core technology breakthroughs and standard formulation, facilitating the large-scale application of independently controllable technological achievements [3]
龙旗科技H股定价31港元,1月22日港交所挂牌上市
Ju Chao Zi Xun· 2026-01-20 09:49
Group 1 - The core point of the article is that Longqi Technology has set the final price for its H-share public offering at HKD 31.00 per share, with trading expected to commence on January 22 on the Hong Kong Stock Exchange [2] - Longqi Technology's main business includes the design, research and development, and manufacturing of smart terminals, covering products such as smartphones and IoT devices, positioning itself as a significant player in the smart hardware solutions industry [2] - The H-share issuance targets qualified overseas investors and domestic institutional investors, and the announcement serves as a reference for A-share investors without constituting a securities subscription offer [2] Group 2 - The listing of H-shares is expected to help Longqi Technology expand its financing channels, enhance research and development investment, and promote market expansion, ultimately driving the company towards higher quality development [2]
冯大刚对话Rokid创始人Misa:为什么五年后,手机可能变成眼镜的配件?
3 6 Ke· 2026-01-20 07:45
Core Insights - The AI hardware sector has regained prominence in the tech industry over the past year, with various hardware manufacturers striving to integrate AI capabilities into their devices [1] - AI glasses are emerging as a significant player in the next generation of human-computer interaction, offering features like real-time information access, navigation, and AI assistance without the need to use a smartphone [2][3] - Rokid is positioning itself as a leader in the AI glasses market, focusing on creating a comprehensive AI experience rather than just adding limited AI functionalities to existing designs [3][6] Industry Trends - The smart glasses market is showing a clear trend of differentiation, with some products following a "light AI" approach while Rokid aims to develop full-stack AI glasses with multi-modal interaction capabilities [3][6] - The conversation around AI glasses has shifted towards their potential to become high-frequency devices, similar to how watches are used daily, emphasizing the importance of daily usage scenarios [6][8] - The industry is entering a new phase where large companies are leveraging channels and subsidies, while long-term players like Rokid focus on changing user habits from novelty to necessity [8] Market Dynamics - In 2025, the global sales of AI glasses are projected to reach approximately 5 million units, with Rokid expected to maintain a significant market share of over 50% [14] - Rokid's sales are anticipated to grow from 20,000 units last year to between 80,000 and 100,000 units this year, indicating a 400% increase [15][22] - The demand for AI glasses is driven by their ability to provide natural and immediate AI services, such as capturing moments, information reminders, and navigation assistance [19][20] Competitive Landscape - The market is characterized by a mix of entertainment-focused glasses, light AI glasses, and full-function AI glasses, with Rokid being a prominent player in the latter category [16][22] - The competition between large tech companies and startups like Rokid is shaped by the latter's ability to focus on product quality and user experience, while larger firms may struggle with resource allocation [24][25] - The potential for a price war exists, but it is believed that large companies will not engage in unsustainable pricing strategies that could harm the industry [26] Future Outlook - The industry is expected to see significant growth, with projections indicating that the market could reach over 10 million units sold in the near future [22][28] - The evolution of AI glasses is closely tied to advancements in AI models, which have recently matured, providing the necessary capabilities for these devices to succeed [22][29] - The Chinese market presents a unique opportunity for AI glasses due to higher rates of myopia, leading to a greater demand for all-day wear [28]
关税风暴过后,第一外贸大省怎么样了?
Core Viewpoint - The article highlights the resilience and adaptability of Guangdong's foreign trade sector in the face of increasing tariffs and global trade disruptions, showcasing a shift towards new markets and innovative business strategies. Group 1: Trade Performance and Market Dynamics - In 2025, Guangdong's total goods trade import and export reached 9.49 trillion yuan, a year-on-year increase of 4.4%, marking a historical annual high and accounting for 20.9% of the national foreign trade total [3] - Guangdong's exports to the United States decreased by 17.4%, with the U.S. market share dropping to approximately 13%, making it the fourth-largest trading partner for Guangdong [7] - The diversification of Guangdong's export markets is evident, with significant growth in trade with ASEAN, Hong Kong, and the EU, all surpassing 1 trillion yuan in import and export scale [10] Group 2: Company Adaptation and Innovation - Val Lighting Technology Co., Ltd. experienced a surge in orders, shipping nine containers to France in one day, reflecting a strong demand for its products [1] - The company shifted its focus to the European market after the U.S. imposed high tariffs, successfully securing a 35 million yuan order from a French client [5] - The introduction of innovative products, such as smart humidifiers, has allowed companies like Guangdong Taiyi Intelligent Technology Co., Ltd. to thrive despite high tariffs, with overseas sales of smart humidifiers reaching over 60 million yuan, a 30% increase from the previous year [12] Group 3: New Business Strategies and Technologies - The use of AI in marketing and customer acquisition is becoming a key strategy for small and medium-sized foreign trade enterprises, enabling them to efficiently connect with overseas clients [18] - Companies are increasingly adopting independent websites and social media for overseas promotion, with one company reporting that over 60% of its overseas orders came from this new marketing approach [20] - The global trade environment is shifting, with a growing emphasis on supply chain stability over price, prompting companies to explore new channels for securing reliable partnerships [22]