Market Overview - The Dow Jones Industrial Average increased by 0.43%, the Nasdaq by 0.09%, and the S&P 500 by 0.27%, with both the S&P 500 and Nasdaq reaching new closing highs [3] - Major technology stocks showed mixed results, with Tesla rising by 4.7% and Nvidia's market cap surpassing $4 trillion [3] - Bitcoin-related stocks saw gains, with Coinbase increasing by over 4% [3] - The initial jobless claims in the U.S. were reported at 227,000, lower than the expected 235,000 [3] Pension Adjustment - The Ministry of Human Resources and Social Security and the Ministry of Finance announced a pension adjustment for retirees starting January 1, 2025, with an overall increase of 2% based on the average monthly pension of retirees by the end of 2024 [4] U.S.-China Economic Relations - The Ministry of Commerce stated that since May, U.S. and Chinese economic teams have maintained close communication to stabilize trade relations, following agreements reached in Geneva and London [5] Industry Developments - The China Securities Regulatory Commission announced adjustments to the trading limits and margin requirements for polysilicon futures contracts starting July 14, 2025 [6] - The retail sales of new energy vehicles in China reached 135,000 units in early July, a year-on-year increase of 21%, with a cumulative retail of 6.583 million units for the year, up 37% [6] Corporate Announcements - Li Ping, Vice Chairman of CATL, donated 4.05 million shares to a foundation, completing the transfer process [9] - Saisir expects a net profit increase of 66.2% to 96.98% for the first half of 2025, projecting a profit of 2.7 billion to 3.2 billion yuan [10] - WuXi AppTec anticipates a 44.43% year-on-year increase in adjusted net profit for the first half of 2025, estimating around 6.315 billion yuan [10] - iFlytek expects a net loss of 200 million to 280 million yuan for the first half of 2025, an improvement from a loss of 400 million yuan in the same period last year [11] - China Shipbuilding Industry Corporation forecasts a net profit increase of 98.25% to 119.49% for the first half of 2025, estimating a profit of 2.8 billion to 3.1 billion yuan [12] - Limin Co., Ltd. announced plans for a share reduction by its controlling shareholder, not exceeding 3% of the company's total shares [13] Industry Outlook - The photovoltaic industry is experiencing discussions on self-discipline and supply-side reforms, with expectations for capacity reduction and potential recovery in the industry, although actual improvements depend on the effectiveness of supply-side measures [13] - The upcoming changes to the CIPS rules are expected to accelerate the internationalization of the renminbi, benefiting banks' cross-border business expansion [13]

Group 1 - iFlytek expects a significant reduction in losses for the first half of 2025, with projected revenue growth of 15%-20% and net profit growth of 30%-50% compared to the same period last year [1][2] - The company anticipates a gross profit increase of over 600 million yuan, with total sales receipts around 10.3 billion yuan, reflecting a year-on-year increase of approximately 1.3 billion yuan [1][2] - iFlytek's strategic focus on artificial intelligence and continuous investment in R&D, which constitutes about 20% of revenue, has led to healthy growth in its core business, particularly in the consumer sector [2][3] Group 2 - Seres expects a net profit increase of 66.20% to 96.98% for the first half of 2025, with projected net profit between 2.7 billion to 3.2 billion yuan [4] - The company's performance is attributed to its commitment to a software-defined vehicle strategy and the successful launch of new products in the second quarter of 2025 [4] Group 3 - WuXi AppTec anticipates a 44.43% increase in adjusted net profit for the first half of 2025, with expected revenue of approximately 20.8 billion yuan, a year-on-year growth of about 20.64% [5][6] - The growth is driven by the company's focus on its integrated CRDMO business model and the successful sale of part of its stock in WuXi XDC Cayman Inc., contributing an estimated gain of 3.21 billion yuan [6] Group 4 - China Shipbuilding expects a net profit increase of 98.25% to 119.49% for the first half of 2025, with projected net profit between 2.8 billion to 3.1 billion yuan [10] - The company has benefited from improved order structures and effective cost control, leading to significant revenue growth [10] Group 5 - Huadian Power anticipates a net profit increase of 62.62% to 70.22% for the first half of 2025, with projected net profit between 642 million to 672 million yuan [20] - The growth is attributed to effective cost reduction strategies and stable production processes [20] Group 6 - Lotus Holdings expects a net profit increase of 58.67% to 68.59% for the first half of 2025, with projected net profit between 160 million to 170 million yuan [21] - The company's new product development and sales have shown significant results, particularly in the new retail sector [21] Group 7 - Dongyangguang anticipates a net profit increase of 157.48% to 192.81% for the first half of 2025, with projected net profit between 583 million to 663 million yuan [28] - The company is accelerating its strategic layout in the intelligent computing and humanoid robot sectors, which has begun to yield revenue [28] Group 8 - Walden Materials expects a net profit of 545 million to 587 million yuan for the first half of 2025, reflecting a year-on-year growth of 30% to 40% [29] - The growth is driven by increased market demand across various product lines, including electronic materials and new energy vehicles [29] Group 9 - Sanmei Holdings anticipates a net profit increase of 146.97% to 171.67% for the first half of 2025, with projected net profit between 948 million to 1.042 billion yuan [30] - The company benefits from a favorable competitive landscape and rising demand for its fluorinated refrigerants [30]

Group 1 - The 2025 Beike Finance Annual Conference opened with the theme "China's Economy: Co-Growth of Openness and Resilience" [2] - The conference featured discussions on the importance of production service industries in driving new productive forces and technological innovation [8][9] - The launch of the "Technology Capital Co-Innovation Plan" by Beike Finance aims to foster collaboration between technology and capital [16] Group 2 - Reports released at the conference highlighted the increasing deployment of AI applications in businesses, with 89.84% of surveyed companies utilizing AI in various operational aspects [16][17] - The "Haidian is the 'Source' Report" outlines Haidian District's role as a global AI innovation hub, emphasizing talent density and institutional innovation [16] - The second edition of the "China AI Large Model Evaluation Report" indicates a 22.9 percentage point increase in media professionals using large models, with significant potential for efficiency improvements [17]

证券代码：002230 证券简称：科大讯飞 公告编号：2025-024 科大讯飞股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 （一）业绩预告期间 （二）业绩预告情况 预计净利润为负值 项 目 本报告期 上年同期 归属于上市公司 亏损：-28,000 万元～-20,000 万元 亏损：-40,066.56 万元 股东的净利润 比上年同期增长：30.12%～50.08 % 扣除非经常性损 亏损：-40,000 万元～-32,000 万元 亏损：-48,309.89万元 益后的净利润 比上年同期增长：17.20% ～33.76% 基本每股收益 亏损：-0.1211 元/股～- 0.0865 元/股 亏损：-0.1736 元/股 二、与会计师事务所沟通情况 公司已就业绩预告有关事项与会计师事务所进行了预沟通，公司与会计师事务所在业 绩预告方面不存在分歧。本次业绩预告未经过注册会计师预审计。 三、业绩变动原因说明 报告期内，公司踏踏实实推进长期、可持续、高质量发展，并保持了经营的良性健康 发展。预计营业收入、毛利较上年同期增长 15 ...

市场层面，根据《中国大模型中标项目监测与洞察报告（2025年Q2》，科大讯飞中标项目数量、中标 金额在2025年第二季度实现双第一。（文猛） 新浪科技讯 7月10日晚间消息，科大讯飞发布2025年半年度业绩预告，预计实现营业收入同比增长 15%-20%，归母净利润同比增长30%-50%，扣非净利润增长17%-34%。报告期内，公司经营活动现金流 净额同比提升超7亿元，增幅约50%；销售回款总额达103亿元，同比增长13亿元。 责任编辑：何俊熹 科大讯飞称，公司踏实推进长期、可持续、高质量发展，并保持了经营的良性健康发展。业绩增长主要 源于公司积极抢抓通用人工智能的历史新机遇，继续保持面向未来抢占人工智能根红利的战略投入，研 发投入占营业收入比重约20%；同时，源头技术驱动的战略布局成果不断显现，核心业务呈现出健康发 展的势头，特别是TO C业务继续保持快速增长。 报告期内，基于"讯飞星火大模型"的AI硬件在"618"电商节销量同比增长42%；其中，科大讯飞AI学习 机连续三年位居京东及天猫"618"全周期销售额榜首，2025年半年度收入保持翻番增长。 此外，公司4月20日再次升级的讯飞深度推理70B大模型星火 ...

国内有众多 AI 大模型研发机构，如百度、阿里、字节跳动、科大讯飞等，从这些机构的实践来看，大模型主要有以下发展方向： ·行业深度赋能：科大讯飞计划将星火大模型从 "通用" 走向 "行业"，深度赋能汽车、教育、医疗、智慧城市、赛事运营等产业。百度、阿里等公司的大模型 也在金融、工业、政府、科研、电商等领域积极探索应用，未来大模型会针对不同行业的特点和需求，进行定制化开发和优化，为各行业提供更专业、更精 准的服务，推动行业智能化升级。 ·智能应用创新：随着大模型技术的发展，将催生更多新型智能应用。字节跳动提出 "互联网正从 APP 时代进入 Agents 时代"，其火山引擎发布的方舟平台 等系列工具，构建了服务 Agent 开发的完整体系，展现出 AI 重构软件开发范式的潜力，也催生了不少如他她它、推氪AI等的应用层面的产品。未来，大模 型将与更多新兴技术结合，创造出如智能助手、智能创作工具等更多创新应用，改变人们的生活和工作方式。 生态建设方向 ·开源共享：开源成为大模型发展的重要趋势。2025 年以来，字节豆包、百度文心、阿里通义千问等均推出开源模型。商汤科技发布了 LazyLLM 开源框架 等产品，Min ...

作为引领新一轮科技革命和产业变革的战略性技术，人工智能（AI）应用场景广阔，市场空间巨大， 深刻改变着人类生产生活方式。从手机应用、智能音箱等智能助手，到机械臂、人形机器人等具身智 能，再到能够提供个性化服务的智能体以及更多AI原生产品和服务，人工智能正加速向我们走来。 大模型赋能千行百业 随着ChatGPT、DeepSeek等大模型横空出世，生成式人工智能迎来爆发式增长，成为驱动经济社会发展 的强大引擎。 人工智能发展有多快？科大讯飞研究院副院长殷兵告诉记者，过去一年，随着国内"百模大战"逐渐收 官，业界巨头下场、头部玩家凸显、新锐势力脱颖而出，人工智能成为全球科技博弈最紧张、最激烈的 领域，大模型依然是其中的主角。 机器人加快走进现实 作为通用人工智能的理想载体，以人形机器人为代表的具身智能发展是近年来人工智能领域的焦点。 搭载高度仿生的躯干构型和拟人化的运动控制能力，全身多达20个自由度，能以每小时10公里的速度稳 定奔跑，还具备在复杂泛化地形平稳移动、抗冲击干扰等运动功能……它就是优必选科技联合北京人形 机器人创新中心推出的全尺寸科研教育人形机器人——天工行者。 在技术研发方面，高校可利用天工行者开展 ...

"绵阳造"人形巡逻机器人及机器狗配合 民警在辖区开展巡逻防控工作。唐超 摄（C视觉） 四川大学锦江学院，学生借助人工智 能技术进行实训学习。彭勇 摄（C视觉） □四川日报全媒体记者 陈碧红 产业发展 创新资源 四川作为国家数字经济创新发展试验区，两院院士及各类专技人才数量居西部之首，有20多所高 校开设人工智能专业，数量居全国第2 应用场景 四川有巨大市场，已积累了丰富的应用场景和数据资源，可为人工智能技术的落地应用提供广阔 试验田 人工智能正以前所未有的速度和规模进入行业爆发期：从DeepSeek突破大模型训练的算力壁垒， 到宇树科技让四足机器人在全球"起舞"，从云端算力，到终端应用……AI正以燎原之势开启科技 突围的新时代。 2024年四川全省人工智能产业营收超1300亿元、同比增长超25% ，首次迈上千亿级台阶。今年一季度，产业营收同比增长20.5% ，基本构建起覆盖人工智能基础层、技术层、应用层的创新发展体系，在人工智能芯片、计算机 视觉、机器人等领域加快突破 产业"家底" 产业基础 四川建有算力全球前十的国家超算成都中心，全省算力发展指数排名全国第7；有人工智能企业 1300多家，其中成都"人工智能 ...

不久前，由中国石油、中国移动、华为公司和科大讯飞联合打造的3000亿参数昆仑大模型在北京正式发 布。 中国石油集团董事长、党组书记戴厚良在讲话时表示：3000亿参数昆仑大模型的建成应用，是中国石油 人工智能发展进程中的重要里程碑，也是我国能源化工行业大模型建设的标志性成果。 据悉，星火大模型是由科大讯飞推出的新一代认知智能大模型，其在2023年刚推出时，便已在中文领域 的文本生成、知识问答、数学能力3个维度超越了ChatGPT。 作为能源化工行业首个通过国家备案和首个通过中国信通院油气大模型系统能力评测的行业大模型，昆 仑大模型的此次突破标志着中国石油在人工智能领域又迈出关键一步，让中国石油成为央企积极实践以 人工智能技术赋能业务场景落地的标杆企业。 全栈技术支撑，打造32个场景 近年来，随着人工智能技术的突飞猛进，相关人工智能的应用深化正逐步重塑各个行业的产业生态。因 此，国务院国资委积极推进中央企业人工智能应用场景落地，并开启央企"人工智能+"专项行动，着力 提升央企在人工智能领域的竞争力。 据了解，此次3000亿参数版本的语言、视觉、多模态模型参数等综合能力实现全面跃升。语言大模型参 数从700亿提升至 ...

6 月 23 日，据 36 氪旗下"智能涌现"独家报道，「银河通用」已完成新一轮融资，融资金额超 10 亿元。本轮融资由电池龙头宁德时代及溥泉资本领投，国开科创、北京机器人产业基金、纪源资本等 机构跟投，并获得多家老股东追加投资。 图/银河通用机器人，图源网络 截至发稿，这是今年以来具身智能赛道最大的单笔融资记录。 引人注目的是，在其过往投资方阵容中， 讯飞创投赫然在列 。其背后 科大讯飞在具身智能赛道的 布局，也随之浮出水面。 图 / 天眼查截图 01 讯飞在具身智能赛道的 "步步为营" 资料显示，讯飞创投是科大讯飞旗下 CVC 产业投资平台。自成立以来，讯飞创投始终围绕 AI 核心 技术，在智能汽车、健康医疗、工业控制、机器人等领域展开全生态布局。 而具身智能领域，则是其近年来重点深耕的 "沃土"，先后投资了多家机器人产业链企业，比如 银河 通用机器人、灵童机器人、仁洁智能、优必选、锐思智芯、星途机器人 等。 | 投资事件 107 | | | | | | | | ■ # 2天眼查 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 序 ...