" 科沃斯三进三出，追觅市占率逐渐下滑，国内竞争激烈的扫地机 市场外溢到了俄罗斯。 " 作者丨 席星 吴优 编辑丨 覃倩雯 当欧美品牌因俄乌冲突纷纷撤离俄罗斯，俄罗斯本土市场出现巨大真空，前仆后继的中国卖家们迅速填补 了这片蓝海，当地三大连锁店放眼望去90%的产品都是made in China。 这场替代浪潮中，扫地机器人市场的更迭尤为典型。几年前俄罗斯市场上还有大量的白牌扫地机器人，但 近两年中国扫地机器人军团迅速占领本土市场。小米凭借性价比登顶，石头、追觅、美的等品牌紧随其 后，一场国内熟悉的"参数大战"正在西伯利亚平原上演。 然而野蛮生长的黄金期转瞬即逝。随着入局者激增，纯红利时代结束，曾经高达60%的毛利被砍至20%， 白牌玩家集体退场，连科沃斯这样的老将也因"三进三出"沦为边缘角色。如今的俄罗斯市场，早已不是纯 靠信息就能挣钱的淘金池，而是拼研发、卷迭代的硬战场，留给中国卖家们的时间不多了。 面对日益逼仄的市场空间，中小卖家如何在仅剩的窗口期构筑护城河？头部品牌又该如何未雨绸缪应对欧 美品牌随时回归？带着这些疑问，本期雷峰网·鲸犀出海百人谈栏目，邀请到万物出海创始人杨超进行分 享。 杨超在2023年 ...

2025年上半年，巨头和新锐纷纷密集上新AI眼镜，拉开了"百镜大战2.0"的帷幕。 5月21日，谷歌宣布将与中国AR眼镜企业XREAL合作，发布新一代AR眼镜——Project Aura； 5月25日，Lawaken上线City、City Air、View 3款AI眼镜，其中City AI智能眼镜最低只要699元； 5月27日，雷鸟发布V3、Air 3s、Air 3s Pro、X3 Pro 4款AI眼镜，价格在1499—8999元不等； 6月26日，小米发布AI眼镜，基础款售价1999元； 6月30日，Rokid Glasses向F码（首批抢购用户）用户优先发货，售价2499元。 除了硬件厂商和科技独角兽，Meta、字节、百度等互联网大厂也跟上了。如果说几年前第一次"百镜大战"是小众极客圈的狂欢，那么"百镜大战2.0"则有 可能是AI眼镜真正打开消费端的机会。 截至目前，小米新上市的AI眼镜只剩下1999元的鹦鹉绿有现货，Rokid售价2499元的AI眼镜只向少量用户优先发货。主流零售渠道的AI眼镜尚未大规模普 及，然而另一边，在奇幻的中国消费电子产业链末端——深圳华强北则呈现出完全不同的景象：当地源头厂商推 ...

深圳市漫步者科技股份有限公司 投资者关系活动记录表 证券代码：002351 证券简称：漫步者 深圳市漫步者科技股份有限公司投资者关系活动记录表 编号：PR2025071801 1 深圳市漫步者科技股份有限公司 投资者关系活动记录表 用液态硅胶材质，IP67 等级防水；一拖二主动降噪领夹式无线麦 克风 NeoMic Go；电竞子品牌发布 A5 空间音频电竞头戴式耳机， 实现 360°头部追踪和"零"延时；Hi-Fi 级强磁四核双动圈游戏 耳机"战擎"；花再子品牌发布 Halo Nano 潮酷便携音响，搭载 "深渊氛围灯"，给足音乐仪式感；潮酷赛博便携式音箱 NEW PLAY，1.1 声学系统强劲发声，户外释放震撼声浪；全球首发深 渊字幕音箱 Halo PixelBar，动态屏可显示歌词、定制主题、文字 创作、消息跨屏同步等，营造沉浸式声光空间；Doo Ace 时尚复 古小型头戴式耳机，兼具高颜值、舒适戴、稳贴合、好音质。 公司的"漫步者摘要提取算法"、"漫步者机器翻译算法" 已经完成了国家互联网信息办公室关于深度合成服务算法的备 案，各类 AI 功能已经开始在公司的无线耳机产品中应用。如配合 漫步者自主的"Ed ...

芯片人去德国参展，除了慕尼黑电子展，还应该看什么？ 柏林国际消费电子展(IFA) ，绝对不容错过！ 为啥这么说？ IFA作为贸易和行业交流的重要商业平台，覆盖B2B和B2C的未来尖端科技，许多人将IFA形容为 " 必争之地 " 。 去年的IFA 吸引了 1800多家 企业参展，以及来自 138个国家 的 21万 多名（包括 133,000 多名专业观众）观众，展会当天当时的德国总理朔尔茨更是亲自前来巡展。 今年， I F A 继续 发力 ， 将 AI、可持续发展和数字健康 作为 核心 ， 大部分 头部展商 已经 确认参加今年的IFA展会，众多 初创企业 也纷纷加入。 参展 展品 类别 包括 ： 电视 、 智能家居 、 可穿戴设备 、 数字健康 、 大 / 小 型家电 、 嵌 入式设备 、 通信与连接 、 电脑与游戏设备 、 智能移动 、 人工智能 、 电子设备 、 音响 等等 。 IFA Global Markets 今年也将继续在柏林展览中心举行。这个为 OBM 、 OEM 和 ODM 而设的平台为制造商、分销商和零售商提供了建立新的业务联系和扩大创新产品客户群的机会。 自2018年起 ， 我们已经 3次 ...

XDIstue XD中国牧 十几码代 (0.2) 1898.43亿市值 2368.38亿市值 7218.12亿市值 17.75亿成交额 7.13亿成交额 8.17亿成交额 29.50 9.23 15.29 +0.07(+0.24%) +0.12(+0.79%) +0.04(+0.44%) 证券 电池 中信证券 宁德时代 国泰海通 CATL 4200.14亿市值 3464.24亿市值 12364.85亿市值 18.87亿成交额 18.55亿成交额 59.82亿成交额 28.34 19.65 271.20 +0.09(+0.32%) +0.35(+1.81%) +5.70(+2.15%) 消费电子 互联网服务 工业富联 立讯精密 东方财富 F 5383.90亿市值 2808.71亿市值 3717.11亿市值 35.27亿成交额 53.15亿成交额 61.94亿成交额 27.11 38.73 23.52 -0.39(-1.42%) -0.67(-1.70%) -0.08(-0.34%) 家电行业 食品饮料 海天味业 格力电器 kk 海尔智家 2681.95亿市值 2419.85亿市值 2265.78亿市值 10.0 ...

四是搜索智能化，重构内容曝光与用户触达逻辑。搜索功能正从"关键词匹配"向"语义理解"升级，平台 通过AI算法主动挖掘用户需求。 跨国会表示，作为推动中国企业全球化发展的支持平台，榜单联合发布方将继续优化榜单设计，整合全 球资源与技术能力，服务更多企业高质量"走出去"。 当前，中国企业正积极拓展国际市场，提升全球传播能力是品牌出海的重要一环。该榜单发布有助于企 业掌握平台变化、优化传播策略、提升国际影响力。 中新网北京7月18日电 中国国际跨国公司促进会(跨国会)与OneSight联合推出的2025年第二季度 《BrandOS出海品牌社媒影响力榜单》近日发布，其为企业加速"走出去"、实现全球化发展提供的参考 显示，出海品牌社媒影响力呈现"人工智能(AI)工具模块化"等四大趋势。 该榜单旨在通过数据化手段评估中国品牌在海外社交媒体平台上的传播表现，为企业提供参考依据，并 体现出中国品牌在国际市场日益增强的活跃度与适应性。最新榜单内容涵盖四方面趋势： 一是虚拟空间开辟品牌传播新场域。全球社交媒体平台正加速推进AR/VR(增强现实/虚拟现实)技术的商 业化应用，构建沉浸式互动生态。这一系列动作推动品牌与用户的互动从" ...

Core Viewpoint - Renowned analyst Ming-Chi Kuo states that the upcoming foldable iPhone will feature a "no crease" laser-drilled display panel similar to that of the Samsung Galaxy Z Fold 8 [1] Group 1 - The foldable iPhone is expected to adopt advanced display technology [1] - The comparison with Samsung's Galaxy Z Fold 8 highlights competitive advancements in foldable smartphone design [1]

Core Viewpoint - The A-share market shows mixed performance with slight increases in major indices, while individual stocks exhibit a broader decline, indicating a complex market sentiment [1][3]. Market Performance - As of the midday close, the Shanghai Composite Index rose by 0.34% to 3528.9 points, the Shenzhen Component increased by 0.3% to 10905.91 points, and the ChiNext Index gained 0.26% to 2275.26 points [1]. - Over 3000 stocks in the market experienced declines, reflecting a challenging environment for investors [3]. - The total trading volume in the Shanghai and Shenzhen markets reached 1.02 trillion yuan [3]. Sector Analysis - The rare earth permanent magnet sector saw significant gains, while coal mining, education, and liquor stocks also performed well [5]. - Conversely, sectors such as gaming, consumer electronics, photovoltaic, and CRO concepts faced declines [5]. Capital Flow - Main capital inflows were observed in sectors like non-ferrous metals, basic chemicals, and computers, while outflows were noted in electronics, pharmaceuticals, and light manufacturing [7]. - Specific stocks with notable net inflows included Northern Rare Earth (34.56 billion yuan), Wanhua Chemical (15.36 billion yuan), and China Oil Capital (14.10 billion yuan) [8]. - Stocks facing significant net outflows included BYD (5.66 billion yuan), Shenghong Technology (4.53 billion yuan), and Hongbo Shares (4.48 billion yuan) [9]. Institutional Insights - CICC's report highlights the maturation of AI Agent technology and its potential to create a complete commercial ecosystem by 2025, marking a pivotal year for the AI industry [11]. - CITIC Securities remains optimistic about the non-bank sector, citing macroeconomic stability and liquidity release as key factors for growth, alongside regulatory changes that could enhance revenue for brokerage firms [11].

Core Viewpoint - The company, Lingyi Zhizao, has made significant changes to its fundraising projects within a short period, reallocating funds towards the humanoid robot sector, which is currently a hot topic in the capital market [1][4][8]. Fundraising and Project Changes - In late 2024, Lingyi Zhizao completed a convertible bond issuance, raising a total of 2.137 billion yuan through the issuance of 21.374 million bonds, with the controlling shareholder subscribing to 61.11% of the total [1][2]. - The company announced a major adjustment to its fundraising projects on June 18, 2025, reducing the planned investments in several projects while increasing the budget for carbon fiber and heat dissipation precision components to 743 million yuan [4][8]. - The humanoid robot project has been allocated 50 million yuan, which is considered relatively low compared to other companies in the sector that have raised substantial amounts [8][10]. Project Necessity and Adjustments - The original fundraising plan included six major projects, such as the construction of manufacturing centers and production lines for various products [2][3]. - The necessity of the original projects was questioned after only six months, leading to significant budget cuts for several initiatives, including the Tianxin manufacturing center and smart wearable device production line [4][7]. - The company has indicated that it has existing technological capabilities in humanoid robotics, which it believes will support the new project despite the limited funding [8][10]. Industry Context and Strategic Moves - Lingyi Zhizao has a history of diversifying into new sectors, having previously entered the electric vehicle market and now venturing into humanoid robotics [11][12]. - The company has established itself as a supplier in the Apple supply chain and has connections with major automotive manufacturers through its acquisition of Jiangsu Kedasiteng [12][13]. - The financial performance of Jiangsu Kedasiteng shows promising revenue growth, which could enhance Lingyi Zhizao's market position post-acquisition [13].

Group 1: Market Overview - The FTSE China A50 Index components showed a mixed performance with most sectors in the green, while the consumer electronics and internet services sectors experienced declines [1][6]. Group 2: Sector Performance - The banking sector, represented by Everbright Bank, had a market capitalization of 255.25 billion with a trading volume of 392 million, showing a slight increase of 1.17% [3]. - In the liquor industry, Kweichow Moutai led with a market cap of 1,797.53 billion and a trading volume of 3.923 billion, increasing by 1.37% [3]. - The semiconductor sector saw Northern Huachuang with a market cap of 233.94 billion and a trading volume of 1.908 billion, rising by 1.76% [3]. - In the oil sector, Sinopec had a market cap of 703.22 billion with a trading volume of 552 million, increasing by 1.22% [3]. - The coal industry was represented by China Shenhua with a market cap of 743.88 billion and a trading volume of 709 million, rising by 0.83% [3]. - In the automotive sector, BYD had a market cap of 1,793.90 billion with a trading volume of 516 million, but saw a decrease of 0.47% [3]. - The battery sector was led by CATL with a market cap of 4,189.77 billion and a trading volume of 1.153 billion, increasing by 0.88% [4]. - The consumer electronics sector, represented by Hon Hai Precision, had a market cap of 540.97 billion with a trading volume of 2.376 billion, decreasing by 0.74% [4]. - In the home appliance sector, Gree Electric had a market cap of 267.47 billion with a trading volume of 446 million, showing a slight decrease of 0.31% [4]. - The pharmaceutical sector was led by Hengrui Medicine with a market cap of 387.15 billion and a trading volume of 2.654 billion, increasing by 2.36% [4]. - The logistics sector, represented by SF Holding, had a market cap of 240.58 billion with a trading volume of 737 million, increasing by 1.04% [4].