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职教视角下的钱塘产教融合
Hang Zhou Ri Bao· 2025-11-26 02:13
钱塘区第八期"博士入企"项目对接会。 企业师傅"师带徒"指导学生进行产品试验。 每年联合培养复合型人才4200余人。 新引进35周岁以下大学生3万余名。 高校技术合同成交额每年增幅达20%以上。 …… 来自杭职大的"科技副总"杨爱喜在吉利汽车车间进行测试。 来自浙江方圆检测集团有限公司的"产业教授"盛华栋在浙江经贸职业技术学院食品健康学院的实验室里 为学生讲解。 杭州市钱塘区这张亮眼的"成绩单",源自成立仅三年的杭州经济技术开发区(钱塘科学城)产教联 合体——由杭州职业技术大学(下文简称"杭职大")、杭州经济技术开发区和钱塘区产业集团牵头共建 的首批国家级市域产教联合体(下文简称"联合体")的强势助力。 时间不长,成绩很亮,它是如何做到的? 今年,杭职大顺利升格为本科院校,为联合体注入新一轮强劲动能。记者跟踪观察,尝试从职业教 育视角,梳理出一套联合体高质量发展的"杭州经验"。 如何破题"联而不合"困境? 党建引领下的"政行校企"一体深融 "出师就被'秒光'!都是各个基地争抢的'班组长'人选!"说起爱徒们,吉利汽车研究院试制中心主 管张争光满面笑容。他口中的这些"香饽饽",正是参与"汽车设计验证师培养计划"的 ...
QuestMobile2025年中国AI终端生态发展研究报告:AI终端三大领域格局初定,场景跃迁与品类爆发共振,大厂发力空间智能
QuestMobile· 2025-11-25 02:02
Core Insights - The article discusses the rapid development trends in the AI terminal industry, highlighting the emergence of AI smartphones, AI PCs, and wearable devices as central components of a smart living model, leading to the creation of intelligent spaces such as smart homes and smart cars [4][6][11]. Group 1: AI Terminal Development - The "end-edge-cloud" architecture is identified as a key driver for the scalable development of AI terminals, with significant breakthroughs expected by 2025 [10][18]. - AI smartphones and AI PCs are positioned as the primary entry points for personal digital life, with AI wearable devices extending their functionality [11][41]. - The domestic smartphone shipment reached 220 million units from January to September 2025, indicating a strong growth trajectory [34]. Group 2: Smart Home and Smart Car Integration - The smart home app user base reached 383 million by October 2025, with an average usage frequency of 60.7 times per month, reflecting a shift towards personalized and scenario-based smart experiences [6][45]. - In the smart car sector, L2 level assisted driving configurations accounted for 69.4% of vehicles by October 2025, showcasing the mainstream adoption of advanced driving technologies [52]. - The integration of smart homes and smart cars is leading to the development of a "super space intelligence" model, enhancing user interaction and experience [45][50]. Group 3: Emerging AI Technologies - The field of embodied intelligence is experiencing explosive growth, with 409 financing events recorded from January to October 2025, indicating strong investor interest [12][60]. - Embodied intelligence is seen as a critical leap for AI, transitioning from virtual to physical applications, with industrial manufacturing being the initial focus area [62]. - Space intelligence is defined as the next significant milestone in AI development, providing a foundational framework for AI terminals to achieve comprehensive intelligent behavior in the physical world [64][66]. Group 4: Market Dynamics and Competitive Landscape - The competition among smartphone manufacturers, internet companies, and home appliance firms is intensifying as they vie for control over user interaction interfaces [6][47]. - Major tech companies are rapidly entering the space intelligence sector, with their investments reflecting their core business strengths [68][70]. - The article emphasizes that the future of AI terminals will be shaped by their ability to integrate seamlessly into users' lives, enhancing the overall experience [72].
两大龙头联手!比亚迪与美的达成车家互联战略合作
Xin Hua Cai Jing· 2025-11-24 10:58
除了技术层面的深度融合,双方还将围绕"创新渠道共融",在比亚迪与美的线下终端试点共建"人-车-家"智慧生活体验空间。通过打通从场景体验到产品购 买的全链路销售闭环,用户在购车时即可感受智能家居,在选购家电时也能体验智能汽车,实现"所见即所得"的一站式消费升级。 未来,双方将持续深化合作,通过"全品牌、全品类、全领域"的全面互联,以AI重塑"人-车-家"新生态。 编辑:谈瑞 新华财经上海11月24日电(李一帆)近日,比亚迪与美的集团在深圳比亚迪总部正式签署战略合作协议。双方将整合在智能汽车、智能家居及AIoT等领域 的核心优势,共同探索智能生态融合路径,打破车与家的边界,打造"人-车-家"智慧新生态。 比亚迪集团董事长兼总裁王传福、高级副总裁兼汽车新技术研究院院长杨冬生、副总裁兼总裁办公室主任李巍,以及美的集团董事长兼总裁方洪波、美的集 团副总裁兼智能家居事业群总裁赵磊、智能家居事业群中国区域全屋智能总经理尚喆等双方高层代表共同出席见证。 据了解,比亚迪和美的将围绕技术共研、标准制定、生态互联及渠道营销等多个维度展开深度合作。双方重点聚焦于AI智能体(Agent)层面的协同创新, 致力于推动技术接口与数据协议的 ...
广发证券沈明高:以“科技资本”赋能新质生产力 破解科技金融规模化难题
证券时报· 2025-11-24 00:48
近日,第二十届中国经济论坛平行论坛——2025大湾区科技与金融创新发展大会在广州南沙举行,广发证券全球首席经济学家沈明高发表了题为《科技金融创新: 从1到N》的主题演讲。 沈明高表示,科技金融创新的核心挑战在于从单点突破走向规模化发展,唯有构建能规模化服务现代化产业体系的金融生态,才能孕育具有全球竞争力的科技企 业,为新质生产力注入强劲动能。 沈明高强调,科技金融创新需更加重视从"1到N"的规模化扩张。"'十四五'时期科技金融有很多创新点,但还没有形成可复制的模式,科技金融创新何时能成规模支 持新质生产力的发展,是未来五年的关键挑战。" 他认为,"十五五"规划建议首次明确构建了现代化产业体系框架,这与过往强调科技创新不同,这意味着,从科技创新与产业结合的角度看,科技金融需同时平衡 服务"科技产业化"与"产业科技化"。 他深入阐释了科技金融的实质——"创新资本化"。"要将科技创新转化为资本回报。只有当创新能转化为回报,才能支撑下一轮可持续的创新与迭代,这是科技金融 的核心。" 然而,实现创新资本化目标面临五大挑战,即科技创新和科创企业往往具有非标准化、未盈利、轻资产、高不确定性和长周期的特征,传统金融服务往往难 ...
和讯投顾许森:跨年行情,下周将开始
Sou Hu Cai Jing· 2025-11-24 00:12
回顾从2021年至今,这几年12月的行情似乎都有一个规律,大家是否发现了呢?每年11月底到12月中 旬,市场表现都不错,但为什么到了12月12日前后,行情就会出现拐点呢?原因或许就在这轮行情的核 心逻辑——博弈。每年12月中旬都会召开重要会议,大家可以看看会议的结束时间,与2021年以来每年 12月行情拐点的时间是否完全一致。我们的市场一直都有这样的规律,在重大事件之前,市场表现通常 都很稳定,但等大事落地之后,市场就不那么乐观了。每年12月的大会就是一个很好的例子。12月是一 个关键节点,既要总结过去一年的工作,又要规划下一年的工作。就拿去年来说,当时提到的消费、科 技反内卷等概念,完全主宰了今年大部分的行情。所以每年从10月底到12月中旬,市场都会围绕大会进 行博弈,等到大会结束就会迎来预期兑现。 那么接下来这一轮反弹我们该如何把握呢?关键就在于你认为大会将会提到哪些方向。这几年有两个明 显的变化:一是产业重点方面,2021年和2022年提到的是数字经济新基建,也就是AI应用和算力。那 时候炒作算力和现在还不一样,炒作的是国资云概念,也偏重于AI软件。等到2023年和2024年,进一 步提出要发展心智生产 ...
加快产业创新步伐,培育现代化产业体系
Ren Min Ri Bao· 2025-11-23 22:20
第二十届中国经济论坛"医院高质量发展与科技创新"平行 论坛现场,与会嘉宾拍照记录。 张 赫摄 第二十届中国经济论坛"全球经贸新格局:出海的机遇与 挑战"平行论坛现场。 《中国经济周刊》供图 让优良生态成为幸福生活的"绿色增长点" 广东省肇庆市怀集县委书记 于晓军 近年来,广东省怀集县大力传承弘扬"岳山造林"光荣传统,努力探索生态美、产业兴、百姓富的可持续 发展之路。 20世纪70年代,怀集县干部群众在艰苦卓绝的条件下将贫瘠荒山变成万亩林海,铸就了"忠诚奉献、艰 苦创业、团结奋斗、久久为功"的"岳山造林"光荣传统。时光流转,精神永存,怀集县传承光荣传统, 在怀集大地铺展开一幅生态宜居的美丽画卷:全县森林资源面积达393万亩,森林覆盖率达73.88%,森 林蓄积量达1599.2万立方米,年度空气质量优良天数比率稳定在98%以上。 绿水青山就是金山银山。我们坚持发展生态产业,拓宽富民路径,让优良生态成为群众幸福生活的"绿 色增长点"。依托粤港澳大湾区肇庆(怀集)绿色农副产品集散基地这一重要平台,盘活7个国家地理标 志产品,擦亮"岭南蔬菜之乡"品牌,全力打造粤港澳大湾区"菜篮子""果盘子""米袋子""茶罐子"。 怀集 ...
钛媒体「2025 EDGE AWARDS 创新评选」正式开启,在全球视野中锚定创新版图
Sou Hu Cai Jing· 2025-11-22 03:05
钛媒体「2025 EDGE AWARDS 创新评选」正式启动! 作为钛媒体T-EDGE最重要的年度评选,EDGE AWARDS始终以"价值"为核心,着眼于世界前沿,是具有权威性、先锋性和敏锐挖掘力的全球创新榜单。 2025年,"创新"不再是单一市场的技术突破,而是在全球体系中共同塑造价值的能力。钛媒体2025 EDGE AWARDS创新榜单正基于这一认知全面升维—— 我们将突破传统评奖对"技术参数"或"商业规模"的单一要素评判标准,进一步关注创新要素在全球场景中的链接力、适应性与价值重塑效应。 在这里,"创新"的评判标准将从单一产品和技术扩展到供应链、生态链与价值链。 我们将以更开放的国际视野,复盘这一年技术与产业的跃迁,致敬那些重新定义时代边界的企业、产品与人物。 「最佳AI产业公司」 表彰在人工智能技术研发、商业落地与产业协同方面取得突破性进展,并引领行业标准、推动生态共赢的标杆企业。 评选流程 11月24日—12月15日 正式开启项目征集、自荐、筛选 12月15日—12月20日 专业评审委员会评选 12月21日 公布EDGE AWARDS获奖名单 作为全球创新平台的重要价值坐标,EDGE AWARDS始 ...
【光大研究每日速递】20251121
光大证券研究· 2025-11-20 23:03
Group 1 - Geely Automobile (0175.HK) reported a total revenue of 239.48 billion yuan for the first three quarters of 2025, a year-on-year increase of 26.5%, with a gross margin of 16.5%, up 0.3 percentage points [5] - In Q3 2025, Geely's total revenue reached 89.19 billion yuan, a year-on-year increase of 26.1% and a quarter-on-quarter increase of 14.7%, with a net profit attributable to shareholders of 3.82 billion yuan, up 57.6% year-on-year [5] Group 2 - XPeng Motors (XPEV.N) achieved total revenue of 20.38 billion yuan in Q3 2025, representing a year-on-year increase of 101.8% and a quarter-on-quarter increase of 11.5%, with a gross margin of 20.1% [6] - The Non-GAAP net loss for XPeng narrowed by 90.1% year-on-year and 60.6% quarter-on-quarter to 150 million yuan [6] Group 3 - Zhejiang Dingli (603338.SH) reported operating revenue of 6.67 billion yuan for Q1-Q3 2025, an increase of 8.8% year-on-year, with a net profit of 1.59 billion yuan, up 9.2% [6] - The gross margin for Zhejiang Dingli was 35.9%, a decrease of 0.3 percentage points year-on-year, while the net profit margin increased by 0.1 percentage points to 23.9% [6] Group 4 - Xunwei Communication (300136.SZ) is expanding into the North American AI hardware supply chain, focusing on new business areas such as AI terminal hardware and data centers, which opens up future growth opportunities [9] - The global consumer electronics market is showing signs of recovery, and the company is investing in foundational materials and technologies [9] Group 5 - Kuaishou-W (1024.HK) reported total revenue of 35.6 billion yuan in Q3 2025, a year-on-year increase of 14.2%, slightly exceeding expectations [10] - The core commercial business revenue, which includes online marketing services, grew by 19.2% year-on-year [10] Group 6 - Xiaomi Group (1810.HK) achieved revenue of 113.1 billion yuan in Q3 2025, a year-on-year increase of 22.3%, with a Non-IFRS net profit of 11.3 billion yuan, up 80.9% year-on-year [10] - The smart car and AI innovation business reported a positive profit of 700 million yuan for the first time in a single quarter [10] Group 7 - Baidu Group-SW (9888.HK) reported core business revenue of 24.66 billion yuan in Q3 2025, a year-on-year decline of 7.0%, but still exceeding Bloomberg consensus expectations [10] - The operating profit was 1.22 billion yuan, below consensus expectations, with a significant increase in capital expenditure to 3.38 billion yuan, up 106.4% year-on-year [10]
影响市场重大事件:广东积极开展“人工智能+”行动、“机器人+”行动,积极培育人工智能、Web3.0等技术创新型平台,到2027年人工智能核心产业规模超过4400亿元
Mei Ri Jing Ji Xin Wen· 2025-11-20 22:32
Core Insights - Guangdong aims to exceed 440 billion yuan in the core AI industry and achieve over 60 EFLOPS in computing power by 2027, with a digital economy core industry value-added accounting for more than 16% of GDP [1][2][3][4]. Group 1: Digital Economy Development - The plan includes establishing three internationally competitive trillion-level digital industry clusters and achieving an annual compound growth rate of over 15% in the data industry [1]. - The digital economy development level is set to maintain the top position in the country [1]. Group 2: AI and Robotics Initiatives - Guangdong will actively promote "AI+" and "Robotics+" initiatives to foster innovation in the AI and robotics industries [2]. - The focus will be on developing consumer-grade smart terminal products and promoting new technologies such as smart phones, smart computers, and smart cars [2]. Group 3: Regulatory Framework and Standards - The government plans to establish a sound regulatory system for AI safety and conduct legislative research on AI industry promotion regulations [3]. - There will be efforts to improve the standard system in the digital economy sector and encourage participation in the formulation and revision of standards [3]. Group 4: Support for SMEs - The initiative aims to accelerate the digital transformation of traditional enterprises and support the cultivation of specialized and innovative SMEs and "little giant" enterprises [4]. - A high-standard provincial manufacturing digital transformation promotion center will be established to enhance the integration of AI technology [4]. Group 5: Platform Economy Development - The government will promote the healthy development of platform economies by establishing a provincial platform enterprise database and nurturing technology-driven innovative platforms like AI and Web3.0 [5]. - There will be legal guidance for platform enterprises to set reasonable commission standards for small and micro businesses [5]. Group 6: Communication Infrastructure - Guangdong plans to create a unified communication network across air, land, and sea, enhancing network quality and deploying 5G-A networks [6]. - The initiative includes the construction of a high-precision time-space service network in the Guangdong-Hong Kong-Macao Greater Bay Area [6].
利好来了!刚刚,重磅发布!
券商中国· 2025-11-20 12:17
Core Viewpoint - Guangdong Province aims to establish itself as a leading digital economy hub by 2027, with significant growth targets for the digital economy, artificial intelligence, and computing power [3][10]. Group 1: Digital Economy Development Goals - By 2027, Guangdong plans to maintain the highest level of digital economy development in China, with the core digital economy's added value accounting for over 16% of GDP [3]. - The province aims to create three internationally competitive trillion-level digital industry clusters and achieve an annual compound growth rate of over 15% in the data industry [3][5]. - The scale of the artificial intelligence core industry is expected to exceed 440 billion yuan, and the computing power scale is projected to surpass 60 EFLOPS [3][10]. Group 2: Infrastructure and Data Flow - The plan includes constructing a secure and controllable data flow framework and accelerating the development of data circulation infrastructure [4]. - A comprehensive data flow network will be established to ensure interconnectivity and coverage across the province [4]. - The initiative also emphasizes the development of a coordinated computing power infrastructure and the establishment of a national integrated computing power network [4]. Group 3: Industry Innovation and New Tracks - The government will promote high-quality development policies for the data industry and accelerate the establishment of data industry clusters [5]. - There will be a focus on developing data collection, storage, governance, and analysis technologies [5]. - The plan encourages the growth of innovative platform enterprises driven by technologies such as artificial intelligence and Web 3.0 [8]. Group 4: Artificial Intelligence Initiatives - The "Artificial Intelligence+" and "Robot+" initiatives aim to foster innovation in the AI and robotics sectors, promoting the development of consumer-grade smart terminal products [7]. - The plan includes the establishment of a regulatory framework for AI safety and the promotion of AI applications in government services and operations [9][10]. - Recent policies from various government departments support the integration of AI in transportation, healthcare, and urban commercial development [10][11]. Group 5: Chip Development and Software Industry - The plan emphasizes the development of a chip ecosystem suitable for high-performance, low-power applications, encouraging companies to innovate in various technology modules [6]. - There is a strong focus on enhancing the software and information technology service industry, particularly in cities like Guangzhou and Shenzhen [6].