本报讯(记者金婉霞)随着人工智能技术的发展，光子领域的各项科技成果转化正如火如荼进行中。12月 9日好望角科学沙龙在上海举办的光子专场活动，科学家、科技企业创始人、投资机构负责人等逾百人 共同探讨如何更好地赋能光子领域科技成果转化。专家认为，科技成果转化既是一门科学，也是一门艺 术，而一套好的"算法"能让科技成果在产业化之路上"少撞南墙"。 魏红祥说，激光光子技术不仅是一束"完美的光"，更是一道融合了技术选择、产业协同与资本耐心的复 杂"算法"。"光子产业的跃迁是一场需要基础研究、跨界协同与长期共识共同支撑的系统工程，虽然答 案尚未完全显现，但我们的讨论让方向更加清晰。"他说。 针对光子领域企业面临的市场化困境，长春理工大学教授、求实光谱创始人姚治海表示："技术的突破 口要对准市场，这个'口子'才会打开。" 中国科学院上海光机所所长、党委副书记张龙受邀作为本期主讲嘉宾。"我们比历史上任何时候都更渴 望科技成果转化。"张龙称，"高校院所每年科研经费高达近万亿元，成果转化率却不到5%，问题不在 缺乏技术，而在缺乏'算法'。"主旨演讲环节，张龙用"快艇行驶在布满暗礁的航道"比喻科技创业。他认 为，如果说硬科技创业" ...

2025.12.11 本文字数：1702，阅读时长大约3分钟 作者 |第一财经 宁佳彦 张甜甜 封图 |AI生成 光子技术作为新一代未来信息技术的核心支撑，正广泛渗透到半导体、新能源、生物医药等下游产业。 去年1月，工信部等七部门联合印发《关于推动未来产业创新发展的实施意见》，其中提到，到2025 年，建设一批未来产业孵化器和先导区，突破百项前沿关键核心技术，形成百项标志性产品，初步形成 符合我国实际的未来产业发展模式。 "我们比历史上任何时候都更渴望科技成果转化。"张龙称，"高校院所每年科研经费高达近万亿，成果 转化率却不到5%，问题不在缺乏技术，而在缺乏'算法'。" 由于我国创新端与产业端长期分立发展，科技成果转化仍是"老大难"。长春理工大学教授、求是光谱创 始人姚治海在沙龙讨论中道出了市场端的残酷："最好的技术并不一定就是能在市场上取得成功的技 术。技术的突破口要对准市场，这个'口子'才会打开。"这正是无数硬科技初创公司撞上的"南墙"。 张龙团队在杭州光机所实践了一套产业化"算法"，想要打造科技成果的"吸聚—孵化—投资—转化"的生 态，其核心是科技成果的"选—育—嫁"逻辑。即采用理事会领导下的所长负责制 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 随着人工智能技术的发展，光子领域的各项科技成果转化正如火如荼进行中。12月9日好望角科学沙龙在上海举办的光子专场活动，科学家、科技 企业创始人、投资机构负责人等逾百人共同探讨如何更好地赋能光子领域科技成果转化。专家认为，科技成果转化既是一门科学，也是一门艺术， 而一套好的"算法"能让科技成果在产业化之路上"少撞南墙"。 好望角科学沙龙现场 中国科学院上海光机所所长、党委副书记张龙受邀作为本期主讲嘉宾。"我们比历史上任何时候都更渴望科技成果转化。" 张龙称，"高校院所每年 科研经费高达近万亿，成果转化率却不到5%，问题不在缺乏技术，而在缺乏'算法'。"主旨演讲环节，张龙用"快艇行驶在布满暗礁的航道"比喻科 技创业。他认为，如果说硬科技创业"九死一生"，那科学家创业更是"百死一生"。在这样的情况下，针对跨越科技成果产业化的"死亡之谷"进行路 径设计，就好比让科创企业有了一套堪比"GPT大模型"的"算法"。 "算法"保驾护航，助力光子科技成果转化 张龙介绍说，"算法"目前已在杭州光学精密机械研究所（简称：杭州光机所）初步实践。他作为杭州光机所的创始人，在沙龙现场解释了这套" ...

光子技术作为新一代未来信息技术的核心支撑，正广泛渗透到半导体、新能源、生物医药等下游产业。 据张龙介绍，近日，由上海国有资本投资有限公司、嘉定区人民政府、中国科学院上海光学精密机械研 究所三方共同打造的羲和光谷光电产业孵化器正式启用，标志着"政府搭台、科研驱动、资本赋能"合作 模式正式落地。该孵化器将通过"创新+创业+创投"的根据地孵化器模式，打造未来产业上海模式"孵育 体系"，为上海建设具有全球影响力的科技创新高地贡献重要力量。 而在浦东新区，目前已经形成全球规模最大、种类最全、综合能力最强的光子大科学设施集群，为当下 科学家提供有力的科研硬件支撑。今年4月，新一期895创业营在浦东开启招募，重点聚焦"未来产业"提 供强大支撑的"智算"上。895创业营的背后是张江高科895孵化器，作为科技产业创新创业服务平台，多 年来，平台聚焦高科技硬核初创项目，助力科技创新企业加速发展。截至4月，895孵化器已累计投资20 个项目，投资金额约7亿元，其中5家企业已上市。 上海市研发公共服务平台管理中心副主任朱悦在互动交流中表示，应该深入研究培养科技创业人才的规 律和方法，推动科技成果转化效率和科技产业发展。去年10月，为 ...

具体而言，这套"算法"就是要打造科技成果的"吸聚-孵化-投资-转化"的生态，其核心是科技成果的"选-育-嫁"逻辑。即采用理事会领导下的所长 负责制，成立技术委员会、投资顾问委员会，人才中心等 "专家选种"，确保"选得准"。成立技术研发和孵化中心、专业化的投资与金融平台、 公共服务中心等专业化育苗，确保"育得良"。并通过专业的投资服务中心和转移转化中心等择优移栽，确保嫁得对。 "在这样的模式中，'育'的环节最为重要。" 张龙还强调，通过这三个环节的把控，就能大大提高科技成果转化的"正确率"，为硬科技企业保驾护 航。 杭州光机所成立于2019年，目前，杭州光机所已引进技术团队60余个，研发人员600余人，国家级科技创新领军人才40余人，院士2人。张龙表 示，"创新创业是未来中国的最大红利，而科创孵化器要做的，就是让科技成果转化不再那么困难，助力企业成为创新主体。" 圆桌讨论环节，张龙与本期沙龙主持人——中国科学院物理研究所研究员、先进阿秒激光设施副总指挥魏红祥，以及复旦大学电光源研究所所长 张善端和三位光子领域的科创企业代表，共同交流了对光子技术领域的产业化前景和金融生态打造等观点话题。 随着人工智能技术的发展， ...

Core Insights - Nanjing NanZhi Advanced Optoelectronic Integration Technology Research Institute has developed China's first photon-specific AI model, OptoChat AI 2.0, which will be showcased at the 2025 World Intelligent Manufacturing Conference [1][4] - The AI aims to enhance the design and manufacturing processes of photonic chips, significantly improving efficiency and reducing time spent on simulations and design iterations [2][3] Group 1: Product Development - The initial version, OptoChat AI 1.0, was designed to understand technical jargon used by engineers, creating a knowledge base from various technical documents and experimental experiences [1] - The upgraded version, OptoChat AI 2.0, allows for practical applications, enabling engineers to generate design plans and analyze experimental data efficiently, thus enhancing productivity by at least 30% [2] Group 2: Team Dynamics - The development team, primarily composed of "post-00s," dedicated significant time to refining the AI, working continuously to optimize its functionalities and gather feedback [3] - Each team member has specific responsibilities, focusing on different aspects of the design, simulation, and algorithm development to ensure the AI can effectively assist engineers [3] Group 3: Industry Impact - The introduction of OptoChat AI 2.0 is seen as a significant step in integrating AI into practical engineering applications, challenging the perception that large models are merely theoretical [4] - The upcoming conference will mark the official announcement of the AI, highlighting its potential to become an essential tool for researchers and engineers in the photonics field [4]

Core Insights - Sichuan Province is actively developing emerging and future industries, focusing on technological innovation to drive industrial upgrades and cultivate new economic growth drivers [1][2][4] Group 1: Policy and Strategic Initiatives - In July, Sichuan issued an implementation plan for developing emerging industries and accelerating the cultivation of future industries from 2025 to 2027, aiming to create an innovation-driven industrial cultivation chain [1] - The province has established a project scheduling mechanism to facilitate the development of emerging industries, ensuring a conducive business environment [2][3] Group 2: Industry Development and Performance - Suining is positioning itself as the "Lithium Battery Capital," with the lithium new energy industry expected to achieve a year-on-year increase of 21.3% in added value in 2024, contributing 86.8% to industrial added value growth [1] - The Tianqi Lithium project in Suining is a key part of the local lithium battery industry chain, enhancing the lifecycle from lithium resource development to comprehensive recycling [1] Group 3: Investment and Project Management - From January to August, Sichuan's fixed asset investment grew by 0.9%, with project investment increasing by 2.6%. As of the end of August, 810 key projects in Sichuan had an annual investment completion rate of 84.6% [4] - The establishment of the "Tianfu Project Pass" smart management platform aims to enhance project management efficiency and service levels [3]

Core Viewpoint - The 2025 Pujiang Innovation Forum will be held in Shanghai from September 20 to 22, highlighting the intersection of AI and photonic technology as a combination of "demand-driven" and "technology-pushed" approaches [1] Group 1: AI and Photonic Technology - The relationship between AI and photonic technology is characterized by a surge in AI computing demand, which is expected to push traditional chips to their physical limits [1] - Photonic technology is identified as the only next-generation solution capable of providing ultra-high bandwidth and ultra-low power consumption for interconnects and computing [1] - The industry is transitioning from "connection" to "computation," marking the beginning of a golden era for photonic technology [1]

Core Viewpoint - Yujing Technology (688167) reported a significant improvement in financial performance for the first half of 2025, with a revenue of 393 million yuan, a year-on-year increase of 26.20%, and a net profit loss of 24.94 million yuan, which is a substantial reduction in losses by 31.78 million yuan, indicating ongoing financial optimization and successful strategic transformation [1] Group 1: Business Performance - The company achieved a revenue of 21.24 million yuan in the optical communication sector, a year-on-year growth of 92% [2] - Revenue from the consumer electronics business reached 17.54 million yuan, a remarkable increase of 743% [2] - The semiconductor processing business maintained stable contributions, accounting for 24% of total revenue, leading to an overall gross margin increase to 33%, up 5 percentage points from the entire year of 2023 [2] Group 2: Mergers and Acquisitions - The integration of Swiss Yujing and Heptagon assets has shown significant results, with related business revenue increasing by 26% and gross margin improving by 34 percentage points [3] - The integration of Heptagon assets is progressing as expected, with losses continuing to narrow, potentially creating new growth points in AR/VR and smart wearables [3] - The company has optimized its global production and R&D layout, successfully reallocating over 1,500 devices across multiple countries, enhancing global resource efficiency [3] Group 3: Research and Development - R&D investment reached 93.91 million yuan, a year-on-year increase of 97.54%, with the R&D expense ratio rising to 23.91% [4] - The company holds a total of 575 authorized patents, including 266 overseas patents, reflecting a strong commitment to building core technological barriers [4] - Enhanced project management and talent acquisition have significantly improved R&D efficiency and technology commercialization capabilities [4] Group 4: Shareholder Returns - Yujing Technology completed a share repurchase plan in the first half of 2025, repurchasing 503,800 shares for a total of 35.19 million yuan [4] - The company plans to continue share repurchases and cash dividends to establish a stable long-term investor return system [4] - The company emphasizes the ongoing "quality improvement, efficiency enhancement, and return to shareholders" initiative to achieve comprehensive profitability and high-quality development [4]

Core Viewpoint - Zhongke Chuangxing has established its first hard technology venture capital fund in the Yangtze River Delta, raising 2.617 billion yuan in its first round of fundraising, with a focus on early-stage hard technology projects, particularly in the "Artificial Intelligence+" sector [2][3][6]. Fund Overview - The newly established fund will allocate 70% of its capital to early-stage hard technology projects, aiming to support original innovations from the "0 to 1" stage, while the remaining 30% will target growth-stage projects to facilitate technology maturation from "1 to 10" [3][6]. - The fund is registered in Shanghai Pudong and has an 8-year duration, with plans to close fundraising by the end of this year [6]. Strategic Partnerships - Zhongke Chuangxing has signed cooperation agreements with 19 limited partners, including national and local investment funds, to enhance collaboration in high-quality incubation and the integration of capital and technology [5][7]. - The Shanghai Science and Technology Commission has expressed support for Zhongke Chuangxing's innovative incubation models, emphasizing the importance of tailored strategies for different incubators [7]. Investment Focus - The fund will primarily invest in hard technology projects within the fields of material, energy, information, life, and space, with a strong emphasis on artificial intelligence [6][11]. - Zhongke Chuangxing has a history of investing in various sectors, including photonics, semiconductors, commercial aerospace, artificial intelligence, quantum computing, and controllable nuclear fusion, establishing a comprehensive AI investment layout [9][10]. Ecosystem Development - The company aims to build a hard technology innovation ecosystem by collaborating with various resources and focusing on projects that possess knowledge, social, and economic value [11]. - Zhongke Chuangxing has already invested in over 60 hard technology companies in Shanghai, with total investments amounting to several billion yuan [14]. Incubation Strategy - The high-quality incubator established by Zhongke Chuangxing focuses on "advanced incubation" and "deep incubation," targeting early-stage innovations and supporting scientists in transforming research into practical applications [15]. - The incubator has successfully advanced several projects into the incubation phase, including a collaboration with Fudan University on two-dimensional semiconductor technology [15].