Core Viewpoint - The collaboration between Guangzhou's cultural tourism enterprises and Anshun aims to enhance the integration of rural agriculture and cultural tourism, facilitating the development of Anshun's tourism resources and promoting local economic growth [1][4][24]. Group 1: Collaboration and Initiatives - Guangzhou's cultural tourism bureau and related organizations are actively engaging with Anshun to explore cooperative opportunities in the tourism sector [2][3]. - The initiative is part of a broader national strategy to promote rural development through tourism, as emphasized by the Ministry of Agriculture and Rural Affairs [6][7]. - Five premium tourism routes have been designed to attract visitors, including "Waterfall Shadow Cave Summer Tour" and "Cultural Slow Life Tour" [8][10]. Group 2: Tourism Experience and Offerings - The focus is on leveraging Anshun's rich natural and cultural resources to create immersive tourism experiences that combine scenic views with local cultural elements [11][12]. - The routes are designed to meet the demand for both sightseeing and deeper cultural engagement, allowing tourists to experience local heritage and participate in community life [18][20]. - Participants from Guangzhou expressed positive feedback on Anshun's tourism offerings, indicating a strong potential for integrating Anshun's products into the Greater Bay Area market [22][23]. Group 3: Future Developments - The Anshun working group plans to capitalize on the upcoming tourism development conference to further promote rural tourism integration initiatives [26][27]. - The goal is to achieve significant growth in activity visibility and engagement through these collaborative efforts [27].

以下文章来源于光子星球 ，作者郝鑫 光子星球 . 细微之处，看见未来 将投中网设为"星标⭐"，第一时间收获最新推送 处在上市前夜的AI六小虎，却各有各的难。 作者丨 郝鑫 编辑丨 吴先之 来源丨 光子星球 隔壁阿里Qwen3刷新模型记录，字节豆包全家桶打折甩卖。资本和市场就像两个无形的手，让大模 型六小虎们（月之暗面、智谱AI、MiniMax、阶跃星辰、百川智能、零一万物）不敢再沉寂下去。 智谱宣布获得浦东创投集团和张江集团联合10亿元人民币的战略投资，并开源新一代视觉语言大模 型GLM-4.1V-Thinking和全新的生态平台"Agent应用空间"；月之暗面开源代码模型Kimi-Dev， 上市这个选择，既关乎"面子"也关乎"里子"，一方面是靠融资上市续命，缓解"吞金"的压力，另一 方面是争夺行业话语权，撕掉"掉队"的标签。 不过，处在上市前夜的AI六小虎，却各有各的难，能否一举成功上市尚未可知，上市之后仍是挑战重 重。 各有各的难处 首个AI Agent项目Kimi Researcher（深度研究）开启内测；MiniMax"五连更"，涵盖推理模型、 视频生成模型、智能体、音色设计。 截至目前，六小虎中的两 ...

这份名录品类五花八门，工具类、生成类、聊天类都有。其中聊天机器人占比接近 40%，辅助代码类的也超过了 20%。 甚至不乏曾经的明星产品：比如 Neeva，曾经一度叫板 Google，要用 AI 重塑搜索体验，现在也埋了。 成功的原因各有长处，但失败的原因都如出一辙：几乎都是套壳产品。这些套壳产品千奇百怪：有生成名人肖像的 MaskrAI，辅助决策的 Oinionate，都 聚焦在非常具体而微小的场景上。 AI 应用赛道最多的是什么？答案有点地狱：墓碑。 A16z 最近有过暴言：上线48 小时内，如果你的 AI 产品没有火遍社交网络，那就等于死了——48 小时，那可不得尸横遍野。 AI 坟场在冒烟 AI 应用的高淘汰率，倒一直都居高不下。国外一个叫 Dang.ai 开了一个版面，就叫「AI 坟场」，整理了一套产品名录里。其中有 1289 个产品是关闭，或 者停止运营的状态，主要是国外的产品，光 2025 年，就新增了两百多个。 这是 AI 产品的一个大坑：以 AI 搭讪台词生成器「AI Pickup Lines」为例：它号称每天可免费生成 10 条搭讪句子，付费订阅则解锁无限生成，庞大的搭 讪语料库。 在 2 ...

Core Viewpoint - The AI social sector is experiencing significant interest with major players like JD and Baidu launching new products, but the market faces challenges such as declining user engagement and unclear commercialization prospects [1][2][4]. Group 1: Market Dynamics - JD is launching two AI social products named "Pet TA" and "Chat Healing Little Universe," while Baidu has introduced an emotional companionship app called "Moon Box" [1][4]. - AI social products are primarily used for emotional companionship, interactive entertainment, and role-playing, indicating a strong application of AI technology [1]. - Despite the hype around AI social products, many are facing a decline in Monthly Active Users (MAU), with products like "Dream Island" being called out for inappropriate content [1][5][6]. Group 2: Investment Landscape - The AI social business scale is currently small, leading to cautious investment behavior, with more funding directed towards foundational AI technologies rather than social applications [2][4]. - Major players like JD and Baidu entering the market have not significantly boosted the sector, which is experiencing a cooling period [2][4]. Group 3: User Engagement and Experience - The user experience in AI social applications is generally low, with many users finding interactions simplistic and lacking emotional depth, leading to potential user fatigue [6][7]. - "Dream Island" has approximately 5 million registered users, predominantly young women, but the app's engagement metrics are declining [6][5]. - AI social products are facing issues of content standardization and regulatory compliance, which are critical for their sustainability [6][8]. Group 4: Future Directions - Some AI social products are attempting to pivot towards more interactive roles, such as integrating into gaming environments to enhance user engagement [8]. - The overall commercialization landscape for AI social applications remains unclear, with subscription models being the primary revenue source [7][8].

文 | 新立场Pro 25年刚过半，"AI六小虎"的称呼仿佛成为了一个过气梗，DeepSeek横空出世，改写了AI创业的造神势头——原本也许可以在新一年高歌猛进的六大玩 家，上半年有人削减投流，有人裁撤业务，有人重心转向，有人更加急切地寻求上市。 2月消息称月之暗面Kimi暂停烧钱投流；3月消息称百川智能裁撤主要负责金融行业To B业务的B端组；4月智谱向中国证监会北京证监局提交上市辅导备 案；5月零一万物转向彻底拥抱To B；6月初消息称阶跃星辰减少C端应用投入并将重心转向Agent；就在前段时间，消息称MiniMax计划最早在今年港股上 市，并且已为此次IPO聘请了财务顾问。 DeepSeek鲶鱼效应加速下，六小虎当然知道市场留给自己的耐心更加不多了，寻求上市则是赚取更多市场耐心的方式之一。 不止闫俊杰，根据公开资料，MiniMax另一位创始人周彧聪也来自商汤。所以起初，在市场对AI六小虎的模式和演变路径都还不清楚的时候，MiniMax被 视为"商汤系"、"商汤2.0"，这当然不意味着公司业务层面在效仿商汤的模式，仅仅指向管理层的人员履历。 以近年对外发言较多的闫俊杰的基本履历来看，其此前其在商汤科技负责 ...

证券研究报告 心理健康服务行业深度报告 压力时代的心理突围，科技赋能破局疗愈赛道 传 媒 行业评级：强大于市|维持 证券分析师 王晓萱 证书编号 S1340522080005 中邮证券 1 1 发布时间：2025-07-01 投资要点 目录 1. 行业概况：心理健康服务行业进入创新发展期，产业链较为完善 2. 需求端：多元因素催化叠加政策密集落地，心理健康服务市场空间广阔 3. 供给端：专业心理治疗资源紧缺，心理咨询及泛心理健康迎来发展机遇 4. 数字心理健康服务：AI/VR技术快速迭代，推动数字心理健康服务市场 蓬勃发展 5. 风险提示 1 行业概况 ◼ 风险提示：AI/VR技术发展不及预期的风险；行业监管趋严风险；竞争加剧风险。 请参阅附注免责声明 2 ◼ 心理健康服务：心理健康服务指利用一定的原则、手段和方法解决人们的心理和行为问题，主要可以分为心理治疗、心理咨 询以及泛心理健康服务三类。随着居民心理健康意识提高以及政策宣传，心理健康服务行业进入创新发展期。 ◼ 需求端：受疾病、社会竞争压力加剧、亲密关系缺失等影响，心理健康服务需求提升，此外，相关政策密集落地，进一步催 化了心理健康服务市场的发展，据沙 ...

Core Viewpoint - MiniMax has emerged as a leading AI company in China, achieving a valuation of over 20 billion RMB and demonstrating significant user engagement and product innovation in the AI sector [3][6][22]. Company Overview - MiniMax was founded by Yan Junjie, a Tsinghua University PhD and former vice president of SenseTime, who pivoted to the AI large model space in 2021 with a focus on practical applications [3][4]. - The company has developed a range of products, including the conversational AI tool "Xingye," the video generation model "Hailuo," and the voice synthesis tool "Voice AI," all designed to be user-friendly and accessible [6][11][20]. Product Development and Strategy - MiniMax's approach emphasizes a "light, fast, and practical" methodology, utilizing the MoE (Mixture of Experts) architecture to create multiple deployable products across text, audio, and video [10][13]. - The company has successfully launched products that are not only technically sound but also commercially viable, with a clear path from consumer engagement to business-to-business (B2B) API offerings [16][19]. Market Position and Growth - MiniMax has attracted significant investment from top venture capital firms, with its latest funding round pushing its valuation to over 20 billion RMB and plans for a potential IPO in Hong Kong [5][14][22]. - The company has established a robust user base, with over 30 billion daily interactions and more than 50,000 API clients, positioning itself as a strong player in the AI market [3][6][16]. Commercialization and User Engagement - MiniMax's strategy includes a low-cost API model that appeals to startups and small businesses, allowing for easy integration and clear pricing, which has led to high customer retention and repeat purchases [16][18]. - The success of its consumer products, particularly "Xingye" and "Hailuo," has generated significant buzz on social media platforms, enhancing brand visibility and user engagement [19][20]. Conclusion - MiniMax stands out in the crowded AI landscape by focusing on practical applications and user-friendly products, demonstrating that success in the AI sector is not solely about having the most advanced technology but about delivering real-world solutions [22][23].

Core Viewpoint - The article discusses the challenges faced by AI companionship applications, particularly focusing on the issues of inappropriate content and regulatory scrutiny, which have led to a need for business model transformation in the industry [1][3][10]. Group 1: Regulatory Challenges - The AI companionship app "Zhu Meng Dao" was summoned by the Shanghai Cyberspace Administration for generating inappropriate content, particularly affecting minors [1][3]. - Despite having a minor mode, the app failed to effectively restrict inappropriate interactions, leading to concerns about its impact on youth [3]. - Multiple AI companionship products have faced similar regulatory actions, indicating a growing trend of scrutiny in the industry [1][7]. Group 2: Market Dynamics - AI companionship applications have gained popularity, with notable players like "Zhu Meng Dao," "Xing Ye," and "Mao Xiang" leading the market, achieving monthly active users of 910,000, 537,000, and 663,000 respectively [4][10]. - The industry has seen a significant presence of NSFW (Not Safe For Work) content, with 6 out of the top 50 AI applications being categorized as such [1][4]. - The reliance on suggestive content for user attraction has raised concerns about the sustainability of this business model [9][10]. Group 3: Business Model Transformation - The industry is experiencing a shift as companies reconsider their focus on emotional companionship, with some moving towards content creation communities or exploring non-romantic AI companionship options [11][12]. - Subscription models have been adopted by leading players, offering basic and premium services, but the effectiveness of these models remains uncertain [10][11]. - The challenge lies in balancing user engagement with compliance, as excessive restrictions can diminish user experience [8][10]. Group 4: Future Outlook - The article suggests that while "emotional value" remains a significant area for AI companionship products, a sustainable business model that balances attraction, monetization, and compliance is yet to be established [13].

华夏时报（www.chinatimes.net.cn）记者 石飞月 北京报道 作该公司对标Manus的产品；6月20日，Hailuo Video Agent亮相，这是一款视频创作Agent。 这其中会不会产生下一款爆品，现在还未可知，但支柱产品单一对企业来说本身就有很大的市场风险，再加上 Talkie去年还经历了一次下架风波，因此MiniMax扩大产品线的布局是非常必要的。 根据Sensor Tower去年7月的数据，当时Talkie全球月活数据已达到1100万，超过一半用户来自美国，其他市场包括 菲律宾、英国以及加拿大等。然而在去年12月，据媒体报道，Talkie经历了一次被苹果商店下架的风波。对于下架 的原因《华夏时报》记者采访了 MiniMax方面，对方未就此做出回复。 去年12月，OpenAI完成了连续12个工作日的12场直播，本周，"AI六小虎"之一的MiniMax（稀宇科技）效仿 OpenAI，上演了一次新品"闪电战"。截至6月21日，该公司本周已推出开源大规模混合架构推理模型MiniMax- M1、新视频生成模型 Hailuo 02、MiniMax Agent和一款视频创作Agent，预计下周一 ...

MiniMax上演逆袭。 作者 I 刘博 报道 I 投资界PEdaily 全球AI圈又沸腾起来了。 6月17号，Mi n iMa x "发布周"拉开序幕，又是开源又是发布新模型， 一系列动作令业内 惊呼。 新模型Mi niMa x-M1，是"世界上第一个开源的大规模混合架构的推理模型"，被 视为"性价比新王"。值得一提的是，这只是一道"开胃菜"。 Mi n iMa x，这个名字创投圈并不陌生。身后掌舵者是一位8 9年的博士——闫俊杰，他早 年任职于AI四小龙之一的商汤科技，后来在2 022年投身到AGI创业之中。早在Ch a tGPT 爆红前，Mi n iMa x就已经成为国产大模型的代表性企业。 1 9 8 9年，闫俊杰出生在河南的一座小县城。他从中国科学院自动化研究所博士毕业后， 继续在清华大学计算机系从事博士后研究。他的学术成就令人印象深刻——在深度学习和 计算机视觉领域，发表过顶级会议和期刊论文1 0 0余篇, Go ogl e Sc h o l a r引用超过10 0 0 0 次。 博士期间，闫俊杰加入商汤科技，从实习生一路做起，曾任商汤集团副总裁、研究院副院 长 和 智 慧 城 市 事 业 群 C ...