总台央视记者 沈显昱：这里是华强电子世界的二楼，现在大家能够看到在我身边有非常多的消费者，一般来讲电子世界每天的客流高峰是下午3点，但是在 国庆假期期间，每天早上9点半，电子世界刚开门，就已经有很多来自全国各地的游客来电子世界排队等候了。 浙江游客：从浙江来的，耳机、手表、摄像头品类比我想得还要丰富，第一次来真的有被震撼到，看到喜欢的就拿下。 国庆中秋假期期间，文旅消费持续火热，各类特色专业市场也成了游客们旅途中的打卡点。广东深圳的华强北市场，是我国重要的电子产品交易集散地。这 个假期，不少游客涌入那里，"进货式旅游"火出圈。 在华强北，从智能穿戴到AI玩具，各类电子产品柜台前都有不少提着大包小包的游客驻足，新奇的产品吸引各个年龄段的消费者询价、购买。眼下，正值 消费电子新品发布季，也大幅带动了卖场的销售。 双节假期期间，华强北市场主营元器件的楼层和商铺基本处于休业状态，电子世界只开放了三个楼层，但随着大量游客的涌入，市场内人流不减反增，商家 开单忙不停。 广东深圳华强电子世界二店市场部副部长 刘志刚：属于一个爆满的状态，日均人流量平时在三万一二人次左右，现在三万五的人流量，所以消费者人流量 比平时多了很多。 ...

双节假期期间，华强北市场主营元器件的楼层和商铺基本处于休业状态，电子世界只开放了三个楼层，但随着大量游客的涌 入，市场内人流不减反增，商家开单忙不停。 广东深圳华强电子世界二店市场部副部长 刘志刚：属于一个爆满的状态，日均人流量平时在三万一二人次左右，现在三万五的 人流量，所以消费者人流量比平时多了很多。 总台央视记者 沈显昱：这里是华强电子世界的二楼，现在大家能够看到在我身边有非常多的消费者，一般来讲电子世界每天的 客流高峰是下午3点，但是在国庆假期期间，每天早上9点半，电子世界刚开门，就已经有很多来自全国各地的游客来电子世界 排队等候了。 浙江游客：从浙江来的，耳机、手表、摄像头品类比我想得还要丰富，第一次来真的有被震撼到，看到喜欢的就拿下。 在华强北，从智能穿戴到AI玩具，各类电子产品柜台前都有不少提着大包小包的游客驻足，新奇的产品吸引各个年龄段的消费 者询价、购买。眼下，正值消费电子新品发布季，也大幅带动了卖场的销售。 （央视财经《经济信息联播》）国庆中秋假期期间，文旅消费持续火热，各类特色专业市场也成了游客们旅途中的打卡点。广 东深圳的华强北市场，是我国重要的电子产品交易集散地。这个假期，不少游客涌 ...

光弘科技（300735.SZ）9月28日在投资者互动平台表示，汽车驾驶辅助系统由环境感知、数据传输、信 息处理决策、车身控制等一系列软硬件部分组成。公司作为专业的电子制造服务商，在相关领域已经积 累了丰富的客户资源和生产技术经验，所生产的各类传感器、摄像头、车联网通讯、车载算力中心、车 控单元等产品已经广泛应用于诸多畅销车型上。随着智能汽车和其驾驶辅助系统的普及和发展，相关业 务也将继续保持稳健增长。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司在"智能网联汽车组合驾驶辅助系统"中有何 技术积累和相应产品？业务如何？ ...

Core Viewpoint - The company has received new project orders from several leading automotive manufacturers, indicating a strong demand for its intelligent driving sensors and laser radar products in the market [2]. Company Summary - The company offers a variety of intelligent driving sensors, including cameras, radars, and smart antennas, catering to diverse needs of different automotive manufacturers based on various levels of assisted driving, vehicle types, and cost considerations [2]. - The company has secured new project orders from prominent domestic and international automotive brands such as Changan Automobile, Geely Automobile, SAIC Volkswagen, Renault, Honda, and Dongfeng Nissan during the reporting period [2].

Summary of the Conference Call for Jinchen Co., Ltd. Company and Industry Overview - **Company**: Jinchen Co., Ltd. (金辰股份) - **Acquisition**: Jinchen is acquiring Chip Micro (芯脉微) to enhance its capabilities in wireless communication, particularly in AIoT applications, aiming for a synergistic effect of 1+1>2 [2][3] Key Points and Arguments Acquisition Details - **Transaction Value**: The acquisition is a cash deal valued at approximately 316 million yuan [3] - **Integration**: Chip Micro will become a wholly-owned subsidiary of Jinchen and will be included in Jinchen's consolidated financial statements [3] - **Team Expertise**: Chip Micro's core team has over 15 years of experience in communication chip R&D and mass production, with CEO Sun Bin having held significant positions at Spreadtrum [2][6] Product and Market Focus - **Current Products**: Chip Micro has multiple chips in production, including IoT modules that have generated sales revenue in applications like smart student cards [2][5] - **Future Products**: Jinchen is focusing on high-value Cat 1 products and plans to tape out K4 products in Q2 2026, aiming for mass production by the end of 2026 [9][10] - **Market Expansion**: Jinchen aims to expand into smart city, smart industry, and smart agriculture applications through the integration of Chip Micro's technology [2][12] Financial Projections - **Revenue Expectations**: If Jinchen captures 10% of the cellular communication market, projected revenue for 2026 could exceed 300 million yuan [4][17] - **Current Financials of Chip Micro**: As of H1 2025, Chip Micro reported revenue of 680,000 yuan and a net loss of 40 million yuan, with expectations to complete the acquisition by the end of October [4][17] Competitive Landscape - **Market Trends**: The global cellular communication market is experiencing rapid growth, with chip shipments expected to reach 300 million by 2025 and 350 million by 2026 [18] - **Product Competitiveness**: Jinchen's products are noted for their high integration and low power consumption, positioning them favorably against competitors like Qualcomm and MediaTek [19] Strategic Importance of the Acquisition - **Technological Synergy**: The acquisition is aimed at achieving technological synergy and complementarity, enhancing Jinchen's overall strength in wireless communication [7][11] - **Broader Applications**: The integration will allow Jinchen to address various applications in AIoT, including automotive and smart devices, leveraging multiple communication technologies [12][13][14] Future Plans and Goals - **AIoT Market Strategy**: Jinchen plans to expand its product line in the AIoT market, with ongoing developments in smart home and automotive technologies [23] - **Long-term Revenue Goals**: The company aims to achieve a second revenue target of 1 billion USD within the next four years, building on existing customer bases and product advantages [28][29] Additional Important Insights - **Team Structure and Costs**: Jinchen currently has a team of 70, with monthly expenses around 3 million yuan, indicating a relatively low operational cost structure [20] - **Strategic Vision**: The company emphasizes a pragmatic and consistent development strategy, focusing on long-term planning and competitive advantages [30] This summary encapsulates the key insights from the conference call, highlighting Jinchen's strategic acquisition, market positioning, and future growth plans in the wireless communication and AIoT sectors.

Group 1 - The Dapeng Customs of the People's Republic of China announced an administrative penalty against Guangdong Chanyi Intelligent Technology Co., Ltd. for exporting goods that infringed on the trademark rights of "SONY" and "LG" [1][2] - On June 24, 2025, the company declared the export of a batch of remote controls to the Netherlands, which included 3,024 units marked with the "SONY" trademark and 5,040 units marked with the "LG" trademark [1][2] - The total value of the infringing goods was reported to be 108,043.62 RMB, and the company was fined 16,220 RMB in addition to the confiscation of the infringing goods [1][2][3] Group 2 - Guangdong Chanyi Intelligent Technology Co., Ltd. was founded in 2004 and successfully listed on the Shenzhen Stock Exchange's Growth Enterprise Market on December 28, 2023, with the stock code 301578 [5] - The company has been engaged in the research, development, manufacturing, and sales of various smart products, including remote controls, cameras, and microphones for over twenty years [5]

Core Insights - The meeting focused on enhancing financial support for new enterprises in the electronic information industry chain, particularly those supplying components for the new energy vehicle sector [1] - The initiative aims to facilitate financial connections between banks and enterprises, thereby promoting high-quality regional economic development [1] Group 1: Meeting Overview - The financing seminar was held at the PCB Industrial Park, organized by Huai'an Rural Commercial Bank and the electronic information industry chain project team [1] - Participants included key suppliers of the new energy vehicle industry, manufacturing essential components like displays and cameras [1] Group 2: Financial Solutions - Huai'an Rural Commercial Bank proposed innovative solutions to address the financing challenges faced by startups, such as insufficient collateral [1] - The bank introduced a "whole park credit" model to provide customized credit support, leveraging supply chain data instead of traditional collateral [1] Group 3: Future Plans - The bank plans to deepen its role as a "full-process financial partner," extending services from account management to financing planning and policy alignment [1] - This approach aims to provide long-term support for enterprises establishing themselves in the development zone [1]

传统的融合方式主要分为三种：早期融合直接在输入端拼接原始数据，但计算量巨大；中期融合则是在传感器数 据经过初步特征提取后，将不同模态的特征向量进行融合，这是目前的主流方案，例如将所有传感器特征统一到 BEV 视角下进行处理，这解决了不同传感器数据空间对齐的难题，并与下游任务无缝连接；后融合则是每个传 感器独立完成感知，最后在决策层面进行结果融合，可解释性强但难以解决信息冲突。 在这些基础上， 基于Transformer的端到端融合是当前最前沿的方向 。这种架构借鉴了自然语言处理和计算机 视觉领域的成功经验，通过其跨模态注意力机制，能够学习不同模态数据之间的深层关系，实现更高效、更鲁棒 的特征交互。这种端到端的训练方式减少了中间模块的误差累积，能够直接从原始传感器数据输出感知结果，如 3D目标框，从而更好地捕捉动态信息并提升整体性能。 我们了解到， 不少在读的研究生和博士生都在主攻多模态感知融合方向 ，前面我们推出了端到端和VLA方向的 1V6小班课，很多同学也在咨询我们多传感器融合方向，急需大佬辅导...... 模态感知融 科研2 7 课题背景 为克服单一传感器局限,多模态融合技术通过结合 激光雷达、毫米波雷 ...

Core Viewpoint - The article discusses the ongoing debate in the automotive industry regarding the safety and efficacy of different sensor technologies for autonomous driving, particularly focusing on the advantages of LiDAR over radar systems as emphasized by industry leaders like Elon Musk [1]. Summary by Sections Section 1: Sensor Technology and Safety - LiDAR provides long-range perception, real-time sensing through high frame rates, and robustness in adverse conditions, addressing key challenges in autonomous driving perception [1]. - The integration of multiple sensor types, including LiDAR, radar, and cameras, enhances the reliability of autonomous systems through multi-sensor fusion [1]. Section 2: Multi-Modal Fusion Techniques - Traditional fusion methods include early fusion, mid-level fusion, and late fusion, each with its own advantages and challenges [2]. - The current trend is moving towards end-to-end fusion based on Transformer architectures, which allows for more efficient and robust feature interaction by learning deep relationships between different data modalities [2]. Section 3: Educational Initiatives - The article outlines a course designed to help students master multi-modal perception fusion, covering classic and cutting-edge research, coding implementations, and writing methodologies [4][5]. - The course aims to provide a structured understanding of the field, enhance practical coding skills, and guide students in writing and submitting research papers [5][6]. Section 4: Course Structure and Content - The course spans 12 weeks of online group research followed by 2 weeks of paper guidance, focusing on various aspects of multi-modal sensor fusion and its applications in autonomous driving [26]. - Key topics include traditional modular architectures, the evolution of multi-modal fusion, and the application of Transformer models in perception tasks [19][25]. Section 5: Resources and Support - Students will have access to datasets, baseline codes, and guidance on research ideas, ensuring a comprehensive learning experience [26]. - The program emphasizes academic integrity and provides a structured evaluation system to track student progress [26].

Investment Overview - Recently, Caitong Capital Management's Caitong Qihang Fund completed an exclusive investment of several tens of millions in Ningbo Wavetech Co., Ltd. This investment focuses on "China supply + global demand," aiming to accelerate the company's globalization and introduce a leading audio and video technology industry chain to the Taizhou Bay New Area [1] Company Profile - Wavetech was established in 2018 and specializes in providing leading remote collaboration solutions for global enterprises. The company possesses proprietary technologies including full-duplex acoustic technology, multi-microphone array cascading technology, AI noise reduction, echo suppression, multi-camera AI stitching, 8K ultra-high resolution, and AI image enhancement [2] - The company operates several domestic and international brands such as Ermudai, Nearity, and NearStream, establishing a product matrix that includes conference microphones, cameras, and all-in-one devices. Their solutions cover various meeting and creative scenarios, with products applied in over 100,000 enterprises across industries such as internet, finance, healthcare, and education [2] Strategic Development - Leveraging the industrial chain advantages of the Taizhou Bay New Area, Wavetech has established a wholly-owned subsidiary, Taizhou Wavetech Co., Ltd., with a registered capital of $5 million. The company plans to invest approximately 100 million yuan in the NearStream operation headquarters and intelligent manufacturing base in the Taizhou Bay New Area, with the project implemented in two phases [4] - Caitong Capital believes that going global will be a high-quality track for long-term growth, aligning "China supply" with "global demand." The pursuit of the best experience in developed markets and the demographic dividend in emerging markets will provide significant opportunities for Chinese enterprises [4] Collaborative Efforts - Caitong Capital's investment reflects its "capital serves the real economy" philosophy, providing not only financial support but also deep collaboration with the Taizhou Bay New Area government to offer policy and professional consulting support for the establishment and long-term development of Wavetech's headquarters and manufacturing base [4] - Since signing a comprehensive strategic cooperation agreement with the Taizhou municipal government and its subordinate governments in 2022, Caitong Securities has deepened its collaborative foundation in the region [5]