五大板块领航，规模阵容创历届新高 今年大会"钻"得更深，既钻技术之"理"，也钻时代之"问"。来自30余个国家和地区的1200余位嘉宾已确 认参会，其中汇聚图灵奖、诺贝尔奖等共计12位国际顶尖奖项得主，80余位中外院士，以及多个国际顶 尖实验室代表，构成历届之最的知识共创阵容。 再过30天，上海黄浦江畔将再次迎来全球目光。 6月26日，2025世界人工智能大会暨人工智能全球治理高级别会议（WAIC）召开倒计时30天活动，正 式发布大会主题与主视觉，系统介绍各项筹备进展。媒体注册、采购团组与观众报名通道同步开启，这 场全球人工智能盛会正式进入冲刺阶段。 大会以"智能时代 同球共济"为主题，围绕"会议论坛、展览展示、评奖赛事、应用体验、创新孵化"五 大核心板块加快推进，汇聚全球智慧，展现中国方案。 上海市经信委人工智能处处长潘焱介绍称，大会展览展示面积首次突破7万平方米，800余家企业集中亮 相，3000余项前沿展品即将展出，涵盖40余款大模型、50余款AI终端产品、60余款智能机器人以及80 余款"全球首发"或"中国首秀"的重磅新品，规模创历届之最。 2025世界人工智能大会首度提出"WAIC City Walk ...

Core Insights - The report shifts focus from demand to supply in the AI 2.0 landscape, analyzing various companies like SenseTime, Black Sesame Intelligence, Qunhe Technology, and others, highlighting their different strategies and challenges in achieving profitability and sustainable growth [1][2][3]. Group 1: SenseTime - SenseTime has transitioned from a government-focused AI 1.0 company to a more diversified AI 2.0 entity, with a significant shift towards generative AI, achieving a revenue of 3.772 billion yuan in 2024, marking a 10.75% year-on-year growth [5][10]. - The company's revenue structure has evolved, with traditional AI contributing only 30% of total revenue by 2024, while generative AI has surged to 63.7% of total revenue, growing by 103.1% year-on-year [7][10]. - Despite revenue growth, SenseTime faces challenges such as declining gross margins, which fell from 70.6% in 2020 to 42.9% in 2024, and cumulative losses of 46.4 billion yuan over five years [16][20]. Group 2: Black Sesame Intelligence - Black Sesame Intelligence focuses on providing cost-effective smart automotive chips and solutions, with 92.4% of its 2024 revenue (4.38 billion yuan) coming from automotive products [27][32]. - The company has improved its gross margin significantly, achieving a gross profit of 195 million yuan in 2024, up 153% year-on-year, with a gross margin of 41.14% [36]. - However, high R&D costs have led to continued losses, with an adjusted net loss of 1.304 billion yuan in 2024, remaining stable compared to the previous year [39]. Group 3: Yingshi Network - Yingshi Network, a subsidiary of Hikvision, has upgraded its business model to focus on AI and IoT, achieving a revenue of 5.442 billion yuan in 2024, a 12.41% increase [45]. - The company’s core product remains smart home cameras, which contributed 54% of total revenue, but growth in this segment has plateaued [46]. - Yingshi's cloud platform services have seen significant growth, nearly doubling from 5.38 billion yuan in 2021 to 10.52 billion yuan in 2024, with a gross margin of 76% [49][50]. Group 4: Qunhe Technology - Qunhe Technology, known for its space design software, reported a revenue of 664 million yuan in 2023, with a 10.48% year-on-year growth [66]. - The company has established itself as a leading provider in the space design software market, holding a 22.2% market share [79]. - Despite revenue growth, Qunhe Technology continues to operate at a loss, with an adjusted loss of 94 million yuan in Q3 2024 [78]. Group 5: Innovation Qizhi - Innovation Qizhi focuses on AI solutions for the manufacturing sector, achieving a revenue of 1.222 billion yuan in 2024, a 30.21% decline year-on-year [85]. - The company has maintained strict cost control, with total operating expenses at 66.3% of revenue, but still reported a loss of 117 million yuan in 2024 [90][94]. - The decline in revenue is attributed to challenges in the manufacturing and financial services sectors, which are critical to its business model [87].

以下文章来源于巨潮WAVE ，作者小卢鱼 现在的AI应用就像韩国偶像团体一样新人辈出——脸还没被认熟就推出了新的版本，然后就是噼里啪 啦一顿造势，结果总是会有作品、实力配不上流量的感觉。 来源丨巨潮商业评论（ID： tide-biz ） 作者丨 小卢鱼 编辑丨 杨旭然 图源丨Midjourney 而那些十年前出道的AI前辈们，则是大部分都面临着技术路线风险、转型困难、金主不再力捧的问 题，落下了一个或者几个梯队。 这两类企业可以有一个共同的名字：AI掉队者联盟。 以曾经行业头部企业商汤为例，2021年赴港上市的时候，贵为全球估值最高的AI独角兽企业，但从 2022年开始股价就一直深度下跌。目前，其市值与最高点相比已蒸发3000亿港元以上。 其创始团队的退场更是令人唏嘘，科研实力过硬、被称为人脸识别技术开拓者的汤晓鸥先生在2023 年猝然离世，联合创始人徐冰也在今年端午节前官宣辞去执行董事及董事会秘书的职务，获任AI芯片 业务负责人。 商汤在公告中强调，此次职务调整是公司整体人才部署与业务聚焦的一部分，某种程度上也可以理解 为，AI 1.0时代的核心技术并不能用于引领2.0时代。 巨潮WAVE . 融入时代巨潮 ...