在体育赛场，机器狗也能大显身手。 8月23日，广东足球超级联赛（粤超）16强揭幕战的开幕式，有这样一幅场景：机器狗化身"舞狮"，站 在舞台中央，有节奏地抬起六足，与真舞狮同场表演。 这只六足机器狗，由联想集团研发，具有自主环境感知和决策能力，能在复杂地形中稳定移动和扫描拍 摄。 作为2025年"粤超"官方AI技术合作伙伴，联想借机器狗的参与，借此丰富赛事体验维度。 "六足机器狗是探索'AI赋能体育'的一个移动交互终端，一个亲和的载体，核心目标就是让参与和观看 比赛的过程变得更沉浸、更有趣。"联想集团研究院上海分院钟将为博士，接受《21CBR》等媒体采访 时表示。 其实，六足机器狗的作用不限于表演，在中场休息的开奖环节，它又携手足球名宿区楚良、彭伟国现场 开奖。 在赛前，它还充当球场"安检员"角色，化身智能巡检员，发挥多种智能感知、精准分析作用，如检查草 皮、安全隐患、跟随巡检等。 据了解，联想后续将利用AI技术优势，为赛事提供球迷沉浸式观赛体验、球队智慧管理、赛事智慧管 理系统的全链条智能化解决方案，实现赛事管理的数字化转型。 联想在体育领域的技术布局由来已久，其现为 F1®全球技术合作伙伴，并将AI技术不断 ...

来自上海浦东新区的A股上市公司华勤技术(603296.SH)公告称，为加快公司的国际化战略及海外业务发 展，增强公司的境外融资能力，进一步提高公司的综合竞争力，根据公司总体发展战略及运营需要，公 司拟发行境外上市股份(H股)并在香港联合交易所有限公司主板上市。 ¥95.22 +1.28 +1.36% | 最高: 95.75 | 今开:93.60 | | --- | --- | | 最低:91.68 | 昨收:93.94 | | 量比: 1.34 | 换手:3.40% | | 委比:82.83% | 振幅:4.33% | | 每股收益: 3.11 | 股息(TTM): 0.90 | | 每股净资产:23.03 | 股息率(TTM): 0.94% | | 52周最高:104.64 | 表决权:无差异 | | 52周最低:42.30 | 盈利情况:已盈利 | | 涨停: 103.33 | | --- | | 跌停：84.55 | | 市盈率(动): 28.72 | | 市盈率(静): 33.05 | | 总股本: 10.16亿 流通股: 5.71亿 | | 注册制：是 | 1.93 万球友关注 体市 08-22 1 ...

华勤技术最新股价为95.22元，较前一交易日上涨1.36%。当日成交量为19.45万手，成交金额达18.21亿 元。 华勤技术是一家智能硬件ODM企业，主营业务包括智能手机、笔记本电脑、平板电脑、智能穿戴等产 品的研发、设计、生产和销售。公司所属概念板块包括消费电子、上海板块等。 风险提示：股市有风险，投资需谨慎。 本文源自：金融界 作者：A股君 8月22日，华勤技术发布公告称拟发行H股并在香港联交所主板上市。公司表示此举旨在加快国际化战 略及海外业务发展，增强境外融资能力。同日公司还召开了第二届第十八次董事会会议，审议了相关议 案。2025年一季度公司实现收入349.98亿元，归母净利润8.42亿元。 资金流向方面，华勤技术当日主力资金净流入8299.99万元，近五日主力资金净流入25778.93万元。 ...

Core Viewpoint - The second-hand e-commerce sector is emerging as a significant player in the digital retail landscape, driven by policy support and changing consumer behavior, with a user base exceeding 660 million and a transaction volume surpassing 645 billion yuan, indicating rapid growth [2][4][17]. Group 1: Policy and Market Dynamics - Macro policies increasingly focus on "benefiting people's livelihoods and promoting consumption," which aligns with the growth of second-hand e-commerce [4]. - The introduction of "Two New" policies connects enterprises and consumers, enhancing product iteration and activating consumer purchasing power [4]. - Various government initiatives aim to develop second-hand goods circulation, encouraging the growth of the second-hand market and the establishment of a standardized trading environment [6]. Group 2: Growth Metrics and Trends - In Q2, the revenue of "Wanwuxinsheng" reached nearly 5 billion yuan, marking a 34% year-on-year growth, with a transaction volume of 10.3 million orders, up 22.6% [7]. - The perception of second-hand goods is shifting from merely cost-saving to a broader value consumption mindset, particularly among younger consumers who prioritize quality and sustainability [8][16]. - The recovery of various categories, including luxury goods and electronics, has seen significant growth, with gold recovery GMV increasing by 118% and luxury goods by 63% [8]. Group 3: Supply and Demand Adaptation - Second-hand e-commerce platforms are evolving from mere transaction platforms to integrated service ecosystems, enhancing consumer trust and experience [12][14]. - The shift towards C2B2C models and self-operated products is gaining traction, with "Wanwuxinsheng" reporting a 63.7% increase in self-operated revenue [12][14]. - The expansion of recovery categories beyond electronics to include high-value items like gold and luxury goods indicates a broader market potential [15]. Group 4: Future Outlook and Sustainability - The second-hand e-commerce market has significant growth potential, with a current penetration rate in China much lower than in developed markets [22]. - The integration of second-hand recovery with new product sales is expected to enhance the efficiency of the supply chain and stimulate consumer demand [20]. - The industry's role in promoting sustainable consumption and addressing environmental concerns is becoming increasingly prominent, with companies setting carbon reduction targets and engaging in responsible recycling practices [23][24].

本文来源： #鑫椤锂电 行业热点新闻 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ I C C S I N O SQM：Q2盈利因锂价下滑，预期价格将回升 智利矿业化工(SQM.US)第二季度的核心盈利出现下滑，原因是用于电池生产的这种材料的价格跌至多年 来的最低点。 扣除特定项目后的调整后盈利较上年同期下降了 28%，至 3.079 亿美元。该公司表示，锂行 业一直受到全球供应过剩的严重影响，这导致价格大幅下跌，不过中国减少产量的举措近期推动了价格的 回升。SQM公司目前预计，其在智利的业务在 2025 年的销售量将较去年增长约 10%。该公司还上调了在 澳大利亚的销售预期。不过，由于市场价格低迷，该公司第二季度的销售量较第一季度有所下降。 比亚迪电动二轮车锂电池上线 日前，京东汽车与比亚迪电池战略合作升级， 比亚迪轻型车电池京东自营旗舰店上线，发售专为电动二、 三轮车研发的锂电池产品。 目前有8款产品在售，涵盖48V24Ah到76V96Ah，价格1298元至6998元不等。 中伟新材联手韩企磷酸铁锂再获一单 近日，浦项制铁控股有限公司旗下的电池材料公司POSC ...

8月22日，比亚迪电子(00285)盘中上涨4.84%，截至13:23，报39.02元/股，成交10.05亿元。 比亚迪电子(国际)有限公司是一家全球领先的平台型高端制造企业，主要提供新材料开发、产品设计与 研发、零部件及整机制造、供应链管理、物流及售后等一站式服务。公司的业务主要涵盖智能手机、平 板电脑、新能源汽车、智能家居、游戏硬件、无人机、物联网、机器人、通信设备、医疗健康等多元化 市场领域。 截至2024年年报，比亚迪电子营业总收入1773.06亿元、净利润42.66亿元。 8月29日，比亚迪电子将披露2025财年中报。 本文源自：金融界 作者：行情君 ...

8月20日，智通财经记者从苏宁易购获悉，苏宁易购发布的《818家电3C消费洞察》显示，升级类家电 和新趋势产品成为消费热点，融合前沿技术、解决场景痛点的新智家电产品销售同比增长72%，万元以 上高端家电订单增长86%。3C方面，开学季叠加818大促，笔记本电脑、平板电脑、智能手表销售同比 增长184%、129%、94%。818期间，苏宁易购渠道全品类智能产品销量占比超过50%。 报告还显示，今年以来，苏宁易购加速核心城市商圈布局Suning Max门店，打造新品首发阵地与新智家 电体验中心。818期间，全国Suning Max门店迎来销售热潮，销售同比增长43%，电脑、空调、厨卫三 大品类销售增长206%、110%、78%。"新、奇、智、特"产品消费升温，其中，高性能游戏本增长 251%，嵌入式厨房一体机增长186%，大套数洗碗机增长184%，无风感空调增长80%。（智通财经记者 邵冰燕） ...

Core Viewpoint - Innovation New Materials (600361.SH) is a leading enterprise in the aluminum alloy processing industry, recognized for its advanced R&D capabilities in aluminum alloys [1] Group 1: Company Achievements - The company has been continuously listed as a core supplier for Apple since 2018, contributing to the material R&D and profile supply for various Apple products including smartphones, tablets, laptops, and VR devices [1] - Over the years, the company has consistently created value for its clients and has received high recognition from them [1]

Core Viewpoint - Xiaomi Group reported a significant performance surge in Q2 2025, achieving a record total revenue of 116 billion yuan, with a notable focus on high-end smartphone strategies and automotive business expansion [4][6]. Financial Performance - Total revenue reached 116 billion yuan, representing a year-on-year increase of 30.5% [6]. - Adjusted net profit was 10.8 billion yuan, up 75.4% year-on-year [6]. - Gross margin improved to 22.5%, an increase of 1.8 percentage points year-on-year [6]. Business Segment Performance - **Smartphone Business**: Revenue was 45.5 billion yuan with a gross margin of 11.5%, impacted by rising memory prices [6]. - **IoT Business**: Revenue grew by 44.7% year-on-year to 38.7 billion yuan, with a gross margin of 22.5% [6]. - **Automotive Business**: Revenue reached 20.6 billion yuan with a gross margin of 26.4%, and operating losses narrowed to 300 million yuan [6]. Business Highlights and Strategic Directions - **Smartphone**: Xiaomi maintained a global market share of 14.7%, ranking among the top three for 20 consecutive quarters. The share of models priced above 4000 yuan approached one-third [7]. - **IoT Business**: The segment saw a 44.7% revenue increase, with notable growth in tablet sales and a plan to open 400-500 new overseas stores in 2025 [8]. - **Automotive Business**: The first SUV, "Xiaomi YU7," achieved a lock order volume of 240,000 units, with a delivery volume of 81,300 units [9]. - **R&D Investment**: R&D spending increased by 41.2% year-on-year, with a focus on edge AI technology, allocating 7.5 billion yuan for 2025 [10]. Investor Q&A Summary - **IoT Business Expansion**: The domestic market benefits from offline channel development, while overseas expansion is crucial, with plans for 400-500 new stores in 2025 and over 1000 in 2026 [12]. - **Smartphone Margin Fluctuations**: Short-term impacts from DDR4 memory price increases, with long-term strategies focusing on high-end products and self-developed chip technology [13]. - **IoT Margin Pressure**: Q2 margins were affected by promotional activities, but the annual target remains unchanged [14]. - **Automotive Margin Drivers**: The high margin is attributed to the effectiveness of the high-end strategy and standardization on the Modena platform [15]. - **Edge AI Strategy**: The focus is on enhancing user experience, with plans to increase the proportion of edge AI in the future [16].

Group 1 - The home appliance market is entering a new structural upgrade cycle driven by the rise of quality and personalized consumption, with sales of smart home appliances increasing by 72% year-on-year and high-end appliances over 10,000 yuan growing by 86% [2] - The back-to-school season combined with the 818 promotion has led to significant sales increases in 3C products, with laptops, tablets, and smartwatches seeing year-on-year growth of 184%, 129%, and 94% respectively [2] - Suining Yigou's initiatives, including supply upgrades and expanded scenarios, aim to provide cutting-edge home solutions, marking this year as the "Year of Smart Home Appliance Popularization" [2] Group 2 - Smart appliances are becoming popular choices for consumers due to their ability to simplify household tasks and enhance life quality, with over 50% of all smart product sales during the 818 period [4] - Specific smart products saw significant sales growth, including smart kitchen hoods with a 59% increase, smart air conditioners with an 85% increase, and large-capacity smart refrigerators with a 149% increase [4] Group 3 - As health awareness rises, consumers are increasingly focused on features like sterilization and purification in appliances, with sales of water purifiers growing by 297%, dryers with sterilization functions increasing by 147%, and fresh air conditioners rising by 136% [6] - The trend towards integrated home appliances is evident, with embedded refrigerators and washing machines accounting for over 90% of sales, and embedded micro-steaming ovens growing by 129% [6] Group 4 - Suining Yigou is accelerating its layout of Suning Max stores in core urban areas, which has led to a 43% year-on-year sales increase during the 818 period, with significant growth in computers, air conditioners, and kitchen appliances [8] - High-performance gaming laptops saw a 251% increase, embedded kitchen appliances grew by 186%, and large-capacity dishwashers increased by 184% [8]