为推动培育壮大新兴产业和前瞻布局未来产业，7月11日，广东省召开省加快推进现代化产业体系建设 专题会议（人工智能与机器人产业专场），组织有关政府部门、专家学者、各级人大代表和企业代表召 开专题调研座谈会。 在交流发言环节，中国工程院院士、华南理工大学校长唐洪武系统阐述了推动广东人工智能与机器人产 业高质量发展的四大路径建议，强调要通过打造高能平台、优化金融支持、加快关键技术攻关、加快推 动场景应用，构建协同发展的产业生态体系。 其次，要集中力量攻克关键技术瓶颈。"智能机器人、智能汽车、智慧能源等新兴产业领域已成为广东 产业升级的关键赛道。"对此，唐洪武建议，在广东省重点领域研发计划及政府引导基金中设立专项， 鼓励组建"高校+企业"联合体高校、聚焦垂域大模型、具身机器人等新技术开展协同攻关，并强化"行业 +人工智能"技术开发。"项目设置应向产学研明显倾斜，发挥高校院所理论优势与企业工程化能力，加 速技术成果转化。" 第三，要加快推动场景应用。针对科技成果转化痛点，唐洪武提出构建"需求导向型"产学研协同新范 式：完善场景开放机制，推动政府和企业开放智慧城市等重点领域场景；强化采购激励，出台国资项目 优先采购创新成 ...

Core Viewpoint - The company, Fenbi, has been awarded the "ESG Outstanding PR Team" at the "Gelonghui Mid-term Strategy Summit 2025," recognizing its efforts in enhancing brand value and public relations in the education sector [1][3][14]. Group 1: Brand Value and Recognition - The award acknowledges Fenbi's strategic communication and ability to shape its ESG brand influence, reflecting its commitment to building a responsible brand ecosystem [3]. - Fenbi's PR team's achievements highlight the company's growing brand value and its effectiveness in maintaining media relations [3][14]. Group 2: Technological Advancements and Product Innovation - Fenbi has transitioned into the "Education 4.0" phase by integrating AI technology into its offerings, enhancing product innovation and user experience [5][10]. - The company has launched various products, including the AI-driven question-answering system, which has generated significant sales, contributing to its revenue growth [6][9]. Group 3: Financial Performance - In 2024, Fenbi reported a revenue of 2.79 billion yuan, with a net profit of 240 million yuan, reflecting a 27% year-on-year growth [9]. - The company's gross margin improved from 52.0% in 2023 to 52.5% in 2024, while the net profit margin increased from 6.2% to 8.6% [9]. Group 4: Ecosystem Development - Fenbi is building a "software + service + hardware" ecosystem, aiming to enhance user retention and create a robust competitive advantage [11][12]. - The company plans to invest in AI research and development at a growth rate of 30% annually, collaborating with top institutions to develop educational AI models [11][12].

Core Viewpoint - The World Economic Forum's 16th Summer Davos Forum in Tianjin focused on "New Era Entrepreneurial Spirit," gathering over 1,700 leaders from more than 90 countries to discuss innovative business solutions to global challenges [1] Group 1: AI Development and Innovation - The CEO of Haier Group, Zhou Yunjie, emphasized that "innovation is the soul of the enterprise" during the forum on AI development [5] - Haier has transformed its organizational structure and processes to fully embrace AI, creating a comprehensive layout with large models, intelligent agents, and AI terminals [5] - Haier has developed proprietary large models such as UHome and Tianzhi for smart home and industrial applications, integrating them with general models like DeepSeek [5] Group 2: Ecosystem and Market Position - Zhou Yunjie stated that future competition will be between ecosystems rather than individual companies, highlighting Haier's transition from a traditional appliance manufacturer to an ecosystem enterprise [5] - Haier has established three major ecosystems: smart home, big health, and industrial internet, maintaining its position as a top IoT ecosystem brand for seven consecutive years [5] - The company offers customized transformation paths for businesses of various sizes, advocating for the integration of AI to avoid marginalization [6] Group 3: Vision for the Future - Zhou Yunjie called for the acceleration of machine intelligence's accessibility, promoting a "technology for good" philosophy to enable cross-brand connectivity in smart homes [6] - He urged new era entrepreneurs to embrace innovation with greater responsibility and commitment to drive high-quality economic development [6]

Group 1 - The aerospace industry is recognized as a leading and complex field of high-tech integration, requiring the overcoming of numerous technical challenges from design to launch of commercial rockets [1] - Star River Power has become the first private rocket company in China to achieve continuous and stable launch success, utilizing 3D printing to reduce production cycles to under one month and costs to about one-tenth of traditional methods [3] - Beijing is a hub for aerospace development, housing over 50% of the country's core research units and a significant portion of national aerospace infrastructure and specialized talent [3] Group 2 - Beijing has released plans for over 10 commercial satellite constellations, with Galaxy Aerospace successfully launching 8 low-orbit broadband communication satellites, marking the establishment of China's first low-orbit broadband communication test constellation [4] - The commercial aerospace sector in Beijing includes over 300 high-tech enterprises, with nearly half of the top 100 commercial aerospace companies and unicorns located in the city, indicating a comprehensive industry chain [4] - The "South Arrow North Star" pattern is beginning to take shape in China's commercial aerospace landscape, covering the entire industry chain from launch vehicles to satellite applications [4]

(活力中国调研行)"群星"闪耀 北京商业航天产业集群加速升空 中新网北京6月18日电 (记者 吕少威)记者连日来跟随2025年"活力中国调研行"北京市主题采访活动走进 商业航天企业。记者了解到，北京在商业航天领域，创新资源丰富，创新成果不断涌现；产业基础国内 领先，"南箭北星"格局初步形成。未来将持续从核心瓶颈技术攻关、高能级创新平台、重大项目投资招 引、产业布局优化、央地协同、国际合作等方面统筹发力，建成具有全球影响力的商业航天创新发展高 地。 拥有商业航天领域高新技术企业超300家 北京市科委、中关村管委会有关负责人表示，北京是我国航天事业的发源地，核心研发单位占全国50% 以上，拥有大部分国家航天大型研发配套基础设施和专业型技术人才。目前，北京商业航天公司在火箭 发射、卫星研制、测运控与数据应用方面创造了新的纪录。 在火箭发射方面，可重复火箭研制取得突破，蓝箭航天完成10公里级垂直起降飞行试验；一次性火箭进 入常态发射阶段，2024年商业火箭共发射12次，约占当前全国发射任务五分之一，中科宇航入选我国轻 舟货运飞船主选火箭，星河动力十日内成功三连发。 在卫星星座方面，北京已累计发布10多个商业卫星星座的 ...

Core Insights - The construction of space infrastructure is emerging as a new engine for global economic growth, with over 300 high-tech enterprises in the commercial aerospace sector located in Beijing, forming an initial "South Arrow North Star" pattern [1][8] - Galaxy Aerospace, a unicorn in Beijing's commercial aerospace sector, has successfully launched 25 advanced satellites, contributing to China's space infrastructure development [1][2] Communication - Galaxy Aerospace has launched two experimental satellites capable of direct mobile connectivity, marking a significant step in satellite communication technology [2][3] - The global space economy is projected to reach a value of $1 trillion by 2040, with the broader economic and social value of space estimated at approximately $7.9 trillion [2] Remote Sensing - Galaxy Aerospace has developed the world's first multi-satellite formation SAR (Synthetic Aperture Radar) satellite, enhancing capabilities for high-precision digital surface modeling and global mapping tasks [4][5] - The successful launch of four InSAR satellites in March 2023 represents a breakthrough from theoretical research to engineering realization in multi-satellite interferometry [4][5] Satellite Technology - The "1+3" formation of SAR satellites allows for effective measurement of ground targets from various angles, achieving millimeter-level precision in mapping [5] - Galaxy Aerospace is integrating AI capabilities into future SAR satellite projects to reduce ground control pressure and enhance data processing efficiency [5] Innovations in Satellite Design - The Lingxi 03 satellite, featuring a unique flat design and flexible solar wings, was successfully launched, demonstrating advancements in compact satellite deployment and cost reduction [6][7] - The flexible solar wings allow for efficient energy absorption and are suitable for mass production, significantly contributing to the acceleration of satellite internet construction [7] Industry Landscape - Beijing is the birthplace of China's aerospace industry, housing over 50% of the core R&D units and a complete industrial chain in commercial aerospace, including rocket manufacturing and satellite services [8][9] - The city has set records in rocket launches and satellite constellation planning, with significant contributions from companies like Galaxy Aerospace [9] Future Outlook - Beijing plans to accelerate the development of reusable rocket technology and heavy-lift rockets, aiming for breakthroughs in satellite core components and large-scale constellation construction [10][11] - The city will enhance procurement of commercial satellite services for emergency response and resource monitoring, promoting applications in smart cities and autonomous driving [11]

Core Insights - The event showcased the rapid development of the low-altitude economy, with a focus on eVTOL and drone technology, highlighting its transition from concept to application [1][4][5] - The exhibition featured over 10,000 representatives from more than 100 countries, with 825 participating companies and over 5,000 drone products displayed, marking a record scale [1][2] - The low-altitude economy is becoming a key area for urban management and logistics, with significant market potential projected for the coming years [3][5] Group 1: Event Overview - The 9th World Drone Conference and International Low Altitude Economy and Unmanned Systems Expo took place in Shenzhen, attracting a record number of participants and exhibitors [1][2] - The theme of the conference was "Entering the New Era of Low Altitude Economy," focusing on various core topics including drones, eVTOL, AI systems, and low-altitude logistics [1][4] Group 2: Industry Development - Shenzhen has over 2,000 drone-related companies, with an industry output value exceeding 100 billion yuan, capturing 70% of the global consumer market and 40% of the industrial market [3] - The domestic eVTOL market is expected to grow from approximately 1 billion yuan in 2023 to over 10 billion yuan by 2026, indicating a rapid expansion of the low-altitude economy [3] Group 3: Application and Innovation - The conference highlighted the shift from traditional exhibition formats to practical low-altitude scenario experiences, emphasizing the operational aspects of the low-altitude economy [4] - Companies showcased not only drone hardware but also developed low-altitude scheduling platforms and AI systems, indicating a transition from a "flying vehicle industry" to a "low-altitude digital ecosystem" [5] Group 4: Safety and Regulation - Safety concerns are increasingly critical as the low-altitude economy matures, with AI technologies being introduced to enhance safety governance [6][7] - The conference featured discussions on the need for a robust safety framework to support the growth of the low-altitude economy, with various standardized guidelines released [7]

证券研究报告 | 年报点评报告 gszqdatemark 2025 05 10 年 月 日 安恒信息（688023.SH） 业绩拐点明确，AI 新品打开发展空间 | 财务指标 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业收入（百万元） | 2,170 | 2,043 | 2,154 | 2,373 | 2,725 | | 增长率 yoy（%） | 9.6 | -5.9 | 5.4 | 10.2 | 14.8 | | 归母净利润（百万元） | -360 | -198 | 62 | 135 | 193 | | 增长率 yoy（%） | -41.9 | 45.0 | 131.5 | 116.5 | 43.4 | | EPS 最新摊薄（元/股） | -3.52 | -1.93 | 0.61 | 1.32 | 1.89 | | 净资产收益率（%） | -14.3 | -8.0 | 2.3 | 4.9 | 6.6 | | P/E（倍） | -13.7 | -24.9 | 79.1 | 36.5 | ...

证监会官网公告，思必驰由中信证券担任上市辅导机构。中信证券公布的辅导计划，将在今年11月对思 必驰进行辅导总结、辅导验收。需要说明的是，辅导备案是企业IPO筹备过程中的前置重要环节。辅导 完成后，还要经历申报提交招股书等文件材料、审核、路演与定价、股票公开发行与挂牌交易等步骤。 对于思必驰的上一次IPO申请，科创板上市审核委员会在2023年5月审议认为，其不符合发行条件、上 市条件或信息披露要求。据彼时公开的IPO招股书，思必驰在2019年至2021年三年里累计净亏损8.33亿 元，营收分别为1.15亿元、2.37亿元、3.07亿元。值得注意的是，相比三年前，以大模型为代表的生成 式AI浪潮席卷全球，思必驰的商业模式及财务数据还有待后续提交更新的招股书披露。 天眼查数据显示，今年1月中旬，思必驰刚完成了新一轮5亿元的股权融资，投资方涉及产业基金、国 资、私募基金等。思必驰方面表示，本轮融资后将持续加速垂域大模型DFM-2与全链路对话技术在汽 车、IoT等智能终端及会议办会、金融等行业场景的规模化落地。 本报记者 曲忠芳 北京报道 曾经IPO折戟的AI语音厂商，在大模型浪潮中找到了新故事，重新向IPO发起冲击。 ...

以下文章来源于硬评测 ，作者热爱科技产品的 硬评测 . 体验最好用好玩的AI、科技产品 点击 上方 蓝字 关注我们 从 "被动应答"到"主动引导" ， AI老师实现 能力 跃迁 。 硬评测 作者 | Kozmon 编辑 | lalalunee 朋友们，灵魂拷问时间：备考，是不是感觉像玩真人版"逃离迷宫"，但出口却总在施工中？ 备考期间，大家可能或多或少都有这种体验： 每天像打了鸡血一样埋头苦刷难题，咖啡当水喝，眼睛熬得通红，结果成绩依然难提高，甚至偶尔还来个"小 跳水"… 很难不对着屏幕抓狂："我到底哪里不对？！" 答案可能残酷但真实： 方向错了，努力白费。 盲目刷题，就像在没有地图的迷宫里瞎转悠，时间和精力都在"无效内耗"中燃烧殆尽。 而粉笔新发布的AI刷题系统班，可能是解决这一难题的"赛博神器"。 4 月 2 日 ， 粉 笔 在 线 上 发 布 了 这 款 新 品 ， 搭 载 了 全 新 升 级 的 粉 笔 AI 老 师 2 . 0 ， 能 用 AI 给 你 " 算 " 出 最 优 学 习 路 径，还能让刷题变得像打游戏一样上头。 今天，我们就来深度体验一下这款 AI 刷题神器，顺便聊聊它背后的技术"肌肉 ...