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测量仪器龙头切入AI+赛道
记者丨朱治宣 编辑丨蒋韵 智能AI眼镜可谓是最火热的消费电子产品,不光是吸引了Meta、小米、XReal、雷鸟创新等互联网大厂纷纷涉足,连博士眼 镜、乐活眼镜、雅视集团等传统眼镜企业也在积极拥抱。 如今,从事测量测试仪器、医学诊断设备的华盛昌也在抢抓AI眼镜新兴赛道发展先机。 不久前,华盛昌发布公告称,公司开发的"DeepSense深度感测大模型"已通过生成式人工智能服务备案,将适时向用户开放 内测。该消息引起了行业广泛关注。 截至9月30日收盘,华盛昌上涨0.57%,报24.88元/股,年内上涨39.28%。 24.88 +0.14 +0.57% 华盛昌 立即 002980 交易 在资本市场上,华盛昌在 AI 眼镜方向的布局,也是业内外普遍关注的一环。今年上半年,华盛昌成立深镜技术公司,专注 AI眼镜产品的开发,尤其聚焦工业AI测量眼镜的开发和应用场景的落地,为工业检测与测量提供更高效、精准的可穿戴智能 设备。 然而,目前市场已经进入了"百镜大战"的厮杀争夺,对比起众多实力雄厚的互联网企业,华盛昌有何优势呢? | SZSE CNY 15:00:00 闭市 | | | | | | | 10 + | | --- ...
蓝思科技20250826
2025-08-26 15:02
Summary of the Conference Call for Lens Technology (蓝思科技) Company Overview - **Company**: Lens Technology (蓝思科技) - **Industry**: Technology and Manufacturing, focusing on smart terminal products and components Key Financial Highlights - **Revenue Growth**: Achieved a revenue increase of 41.85% in the first half of the year, totaling 22.96 billion CNY [2][3] - **Net Profit**: Reported a net profit of 1.143 billion CNY, a year-on-year increase of 32.68% [3] - **Dividend Proposal**: Proposed a dividend of approximately 526 million CNY, representing 46.03% of net profit [2][3] Business Performance and Growth Areas - **AI-Driven Innovations**: Significant breakthroughs in AI-driven smart terminal products, particularly in foldable 3D glass, multifunctional automotive glass, and smart AI glasses [2][4] - **Cost Control**: Improved profitability due to effective cost control and efficiency measures, with a reduction in the expense ratio by 0.63 percentage points [2][5][7] - **Assembly Business Growth**: Rapid growth in assembly business, focusing on high-margin hardware such as AI servers and AR glasses [2][9] Strategic Initiatives - **Global Expansion**: The recent Hong Kong listing has accelerated global expansion and optimized product portfolio, providing a platform to mitigate geopolitical risks [2][6] - **R&D Investment**: Increased R&D investment by 29% year-on-year, amounting to an additional 370 million CNY, laying the foundation for future growth [2][5][19] Market Outlook - **Smartphone and Computer Segment**: Anticipated benefits from new model launches by major clients in the second half of the year, with expected revenue growth from assembly and related components [2][14][25] - **Automotive Glass Innovations**: Introduction of new products such as wireless charging modules and multifunctional ultra-thin laminated automotive glass, expected to drive significant revenue growth [2][14][16][17] - **Wearable Technology**: Continued development in AI glasses and wearable technology, with expectations for substantial revenue and profit growth [2][14][21][22] Challenges and Risks - **Short-term Profit Impact**: Increased R&D expenses may impact short-term profits, although long-term growth prospects remain strong [2][7][19] - **Profit Decline in Subsidiaries**: Some subsidiaries experienced profit declines due to reliance on older product lines, but new product launches are expected to drive recovery [2][10] Future Plans - **SSD Production**: Plans to commence SSD production in the first half of 2026, with further developments in server assembly [2][13][27] - **Liquid Cooling Technology**: Ongoing development of liquid cooling technology, with expected mass production in the near future [2][26][28] - **Expansion and Capital Expenditure**: Active plans for facility expansion and capital expenditures to support new projects and meet market demand [2][29] Conclusion Lens Technology is positioned for robust growth driven by innovation in AI and smart terminal products, effective cost management, and strategic global expansion. The company is focused on enhancing its product offerings while navigating short-term challenges related to R&D investments and market dynamics.
深圳打造科技消费新样本 让未来生活触手可及
Zheng Quan Shi Bao· 2025-08-15 02:55
证券时报记者 吴家明 安宇飞 深圳的特产是什么? 不同的人可能会有不同的答案,但一份由深圳出品的"科技伴手礼"清单,正在重新定义这座城市的 消费魅力。当客商在华强北抢购全景相机和无人机,机器人在6S店展示"十八般武艺",深圳正以"技术 研发—场景淬炼—消费辐射"的闭环重塑全球商业逻辑。 从实验室的产品研发到机器人街区的"人机共生",从华强北的草根创新到全球市场的攻城略地,深 圳让硬核技术走进消费、应用场景,构建触手可及的"未来商店",打造科技消费的"新样本"。深圳正在 证明:最硬核的特产,从来不止于美食与工艺品,更是那些能装进行李箱的"中国智造"。 让科技产品拥有"烟火气" 近日,在商务部例行新闻发布会上,新闻发言人何亚东点赞了深圳的科技消费,他称深圳发挥科技 创新优势,举办"智慧之夏品牌展",为消费者展现智能消费创新成果。 不过,"创新之都"深圳并不止步于此,它还要将这种"场景搭建"常态化,打造"智慧街区",让科技 产品真正走进人们的生活。7月底,全球首个机器人6S店在龙岗区开业,有机器狗跳舞"巡演"、人形机 器人摆出酷炫姿势让人拍照,更有展示咖啡拉花、摊煎饼果子、做冰淇淋等不同技艺的机器人。 数字华夏(深 ...
从“创新之都”到“未来商店”,深圳打造科技消费新样本
Group 1 - Shenzhen is redefining its consumption appeal through a list of "technology gifts," showcasing a closed-loop model of "technology research - scenario refinement - consumer radiation" [1] - The city is transforming hard technology into accessible consumer products, creating a "future store" that exemplifies technological consumption [1][6] - The "Smart Summer Brand Exhibition" in Shenzhen highlights the city's technological innovation, bridging the gap between technology and consumer experience [2][4] Group 2 - The world's first robot 6S store opened in Longgang District, showcasing various robotic skills and providing a platform for consumers to interact with robots [3] - Longgang District aims to create a comprehensive intelligent robot demonstration area, integrating a robot theater, experimental space, and park [3] - The establishment of the robot 6S store and the subsequent development of the robot district are significant for the growth of the robotics industry, creating an industrial ecosystem [3] Group 3 - Shenzhen's Huaqiangbei is evolving from an electronic component hub to a comprehensive experience center for innovative technology and smart hardware [5][6] - The area is expected to enhance the variety and quality of consumer products, providing tailored services for different customer segments [6] - The city is focusing on building a new ecosystem for technological consumption, driven by policies and innovation, particularly in the low-altitude economy sector [6][7] Group 4 - Shenzhen's retail sales reached 494.87 billion yuan in the first half of the year, reflecting a 3.5% year-on-year growth, supported by advancements in AI, 5G, and smart hardware [6] - The city is positioning itself as a global leader in low-altitude economy, with initiatives like drone delivery and plans for commercial flight routes [6][7] - The products from Shenzhen, especially in the tech consumption sector, are attracting foreign tourists due to their affordability and practicality, serving as tangible "Chinese experiences" [7]
从“创新之都”到“未来商店”,深圳打造科技消费新样本丨解码活力中国
证券时报· 2025-08-15 00:09
Core Viewpoint - Shenzhen is redefining its consumption appeal through a "technology gift list," showcasing a closed-loop model of "technology research and development - scene refinement - consumer radiation" that reshapes global business logic [1] Group 1: Technological Innovation and Consumer Experience - The "Smart Summer Brand Exhibition" in Shenzhen highlighted the city's technological innovation advantages, featuring holographic projections that engage consumers and bridge the gap between technology and consumption [3] - The world's first robot 6S store opened in Longgang District, showcasing various robotic skills and providing a platform for consumers to interact with robots, enhancing their understanding of the technology [4] - Shenzhen aims to normalize the construction of "smart districts" to integrate technology products into daily life, further enhancing consumer experiences [3][4] Group 2: Global Market Expansion - Shenzhen's "market model" facilitates the global distribution of technology hardware, with live streaming events showcasing local innovations to international audiences [6] - Sales of drones and panoramic cameras have surged, with a significant portion of sales coming from Hong Kong customers, indicating a shift in consumer behavior towards tech products [6] - The transformation of Huaqiangbei from an electronic parts hub to a comprehensive experience center for innovative technology and smart hardware is evident, with a focus on high-quality consumer products [7] Group 3: Economic Growth and Policy Support - Shenzhen's retail sales reached 494.87 billion yuan in the first half of the year, reflecting a 3.5% year-on-year growth, driven by advancements in AI, 5G, and smart hardware [9] - The city is targeting the title of "global low-altitude economy capital," with initiatives like drone delivery and the establishment of commercial flight routes by 2026 [9] - The emergence of new consumer brands in Shenzhen, particularly in the tech sector, attracts international tourists seeking affordable and innovative products, enhancing the city's reputation as a shopping destination [9]
从“创新之都”到“未来商店” 深圳打造科技消费新样本 让未来生活触手可及
Zheng Quan Shi Bao· 2025-08-14 18:03
Group 1 - Shenzhen is redefining its consumption appeal through a "technology gift list," showcasing its technological innovations and consumer experiences [1] - The city is creating a closed-loop model of "technology research and development - scenario refinement - consumer radiation," integrating hard technology into everyday life [1][2] - The "Smart Summer Brand Exhibition" in Shenzhen highlights the city's commitment to showcasing intelligent consumer innovations [2] Group 2 - The world's first robot 6S store opened in Longgang District, featuring interactive robots that demonstrate various skills, enhancing consumer engagement with technology [3] - Longgang District aims to develop a comprehensive intelligent robot demonstration area, including a robot theater and experimental spaces, to promote the robot industry [3] - The establishment of the robot 6S store is significant for the robot industry's development, creating an ecosystem that accelerates product commercialization [3] Group 3 - Shenzhen's "market model" facilitates the global distribution of technology hardware, with live streaming events showcasing local innovations [4] - The sales of drones and panoramic cameras have surged, particularly among Hong Kong customers, indicating a shift in consumer preferences [4][5] - Huaqiangbei has transformed from an electronic parts hub to a comprehensive experience center for innovative technology and smart hardware [5][6] Group 4 - The city is focusing on enhancing the variety and quality of consumer products, aiming to provide tailored services for different customer segments [6] - Shenzhen's retail sales reached 494.87 billion yuan in the first half of the year, reflecting a 3.5% year-on-year growth, driven by advancements in AI, 5G, and smart hardware [6] - The city is positioning itself as a leader in the low-altitude economy, with plans to open commercial air routes by 2026 [6] Group 5 - Shenzhen manufacturing, particularly in the tech consumption sector, has gained a competitive edge, attracting foreign tourists seeking affordable and practical technology products [7] - These products serve as tangible representations of Chinese innovation and consumer experience, enhancing Shenzhen's global image [7]
对话凯文·凯利:AI时代人类的价值是什么?
3 6 Ke· 2025-07-17 12:53
Group 1 - The core argument presented by Kevin Kelly is that even the elite in Silicon Valley, who are at the forefront of AI technology, are still novices in their daily use of AI, exploring its boundaries and potential risks [1][4][6] - Kelly predicts that very few jobs will be completely eliminated by AI; instead, the nature of work will change significantly, with many tasks becoming automated while humans will focus on managing AI and providing unique value that AI cannot replicate [1][6][7] - New job roles are expected to emerge in the AI era, such as "AI therapists" who diagnose and repair AI's "mental health" issues and "AI curriculum advisors" who educate AI models to reach specific knowledge levels [2][14] Group 2 - Kelly emphasizes that the future will see a shift towards engaging in "inefficient" yet meaningful activities like art, philosophy, and innovation, as machines take over productivity and efficiency [2][12] - The concept of "one-person companies" is anticipated to rise, where individuals can manage large-scale projects, such as creating a feature-length film or collaborating with thousands on complex tasks [18] - The relationship between the U.S. and China in the AI era is expected to be complex, with potential for both competition and cooperation, as both nations navigate their roles in a rapidly evolving technological landscape [28][29]