每经记者｜舒冬妮 范芊芊 每经编辑｜董兴生 首轮开票35秒抢空，第二轮开票6秒售罄，近90万人预约抢票，上海最近这个展太火了。 7月12日，《每日经济新闻》记者现场打卡近日上海最"热"展会"BilibiliWorld 2025"（以下简称"BW2025"）。在这场定位亚洲规模最大的ACGN（Animation 动画、Comic漫画、Game游戏、Novel小说，均为二次元主要元素）综合性展会上，摩肩接踵的人群带来闷热窒息感，展台间的通道不时形成拥堵。 与近90万抢票大军一样令人惊讶的是，周大福、建设银行甚至澳门旅游局，这些与二次元毫不相干的品牌、机构，竟也出现在这场展会上。它们发放免费食 品，吆喝办信用卡送会员，甚至把金饰雕成黑悟空金箍模样。 记者了解到，这场"BW2025"展会，80%的赞助商均是面向C端用户的食饮、美妆个护、汽车等领域品牌，一场属于二次元Z世代的狂欢，正演变为许多品牌 的新战场。记者还注意到，除了"BW2025"展会，今年上海还打造了"首届上海国际动漫月"，预计将吸引超100万海内外观众，致力于将动漫月"流量"转换为 城市消费"留量"。 行业数据显示，二次元市场正值爆发式增长时期，中国泛二 ...

转自：北京日报客户端 契合年轻人情绪消费需求，打造全球文化IP 乐凯彩色胶卷停产16年后复产上市 乐凯胶片 智能化涂塑产线。受访单位供图 7月11日，乐凯胶片股份有限公司（以下简称"乐凯胶片"）生产车间内，乐凯C200彩色胶卷测试装复产 下线。 "企业未来计划打造全球文化IP，策划'100年100城'City Walk拍摄活动，力争成为京津冀协同发展中传 统工业转型的典范，让民族胶片工业的光影传奇在新时代焕发新生。"乐凯胶片副总经理陈焱说，7月17 日，复产后的乐凯彩色胶卷将在上海国际摄影器材和数码影像展览会上正式首发。 "1999年上大学时就用乐凯胶卷，后来自己开照相馆也常选它，真没想到乐凯C200彩色胶卷停产16年 后，能再次上市！"保定摄影爱好者张红伟难掩激动，直言一定要重温当年的拍摄感觉。 作为国产彩色胶卷开拓者，乐凯曾书写辉煌：实现国产彩色胶卷"零的突破"，17年间完成四代产品迭 代、走完国际巨头60年的技术路程，成为民族工业的骄傲。然而，2009年，在数码浪潮冲击下，受市场 萎缩及关键化学品依赖进口带来的成本压力影响，乐凯彩色胶卷无奈停产。 "此次复产不是重复过去，而是书写新故事。"陈焱介绍，经过 ...

截至2025年7月11日收盘，影石创新（688775）报收于169.36元，较上周的168.41元上涨0.56%。本周， 影石创新7月9日盘中最高价报178.63元。7月7日盘中最低价报166.66元。影石创新当前最新总市值 679.13亿元，在消费电子板块市值排名7/88，在两市A股市值排名209/5149。 本周关注点 机构调研要点 7月1日特定对象调研 问：公司现在的核心业务定位？答：公司专注于记录和分享领域的用户价值创造，认为记录和分享是两 个不同的需求，大部分用户是爱记录的人，而非爱分享的人。 问：目前的经销商代理模式是怎么样的？答：代理模式主要包括国家代理、分销代理和专卖店代理。 公司公告汇总第二届监事会第十次会议决议公告 会议审议通过六个议案，涵盖募集资金使用、置换、支付方式、专户设立、现金管理和授信额度等内 容，所有议案均获得3票赞成，0票反对，0票弃权通过。 关于召开2025年第一次临时股东会的通知 影石创新科技股份有限公司将于2025年7月28日召开临时股东会，审议包括变更注册资本、公司类型、 取消监事会、修订公司章程及公司治理制度等多项议案。 问：公司应对新竞争的态度？答：公司将延续注重 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容来自 siliconangle 。 英特尔旗下计算机视觉子公司 RealSense 今日宣布，已正式从母公司分拆，成为一家独立运营公司，并完成了 5000万美 元融资。 本轮融资由一家未具名的半导体私募股权公司领投，英特尔资本与联发科创新基金（MediaTek Innovation Fund）等战略 投资者也参与其中。RealSense表示，这笔资金将帮助其拓展新市场，并加速在人工智能、机器人技术和生物识别等领域 的创新。 RealSense 是全球领先的计算机视觉系统开发商，专注于深度感知与追踪技术，让配备摄像头的机器人、无人机等设备能 感知并理解其所处的三维环境。 Orbach指出，RealSense的视觉技术正是AI与机器人融合的"秘密武器"，它们将赋予机器更安全、更高效的感知能力，使 其能广泛应用于日常与工作场景。 "我们的技术并不是要取代人类的创造力或决策能力，而是为了让人类远离危险与繁重劳动，"Orbach 表示，"我们的系统 旨在释放人的潜能，将重复性任务交由具备智能、可靠、安全视觉系统的机器来完成。" 为了迎接对视觉与深度相机日益增长的 ...

Group 1 - The core point of the article is that the U.S. International Trade Commission (ITC) ruled in favor of the company, stating that five out of six patent infringement claims made by GoPro were either not infringements or the patents were invalidated, and the remaining design patent was confirmed not to infringe [2][3] - The company has developed a comprehensive defense strategy and has prepared new design solutions that have been confirmed by the ITC as non-infringing [2] - The company has also initiated a patent infringement lawsuit against GoPro in China, indicating a proactive approach to protect its intellectual property rights [3] Group 2 - The company has rapidly grown to become one of the most popular smart imaging brands globally, holding the largest market share in the panoramic camera market for six consecutive years, with a market share exceeding 67% in 2023 [4] - The company is gradually surpassing GoPro in the action camera sector, highlighting its competitive position in the industry [4]

Core Viewpoint - The company is currently involved in a Section 337 investigation initiated by GoPro, Inc. regarding alleged patent infringements related to its products and accessories in the U.S. market [1][2]. Group 1: Investigation Details - GoPro filed the investigation on March 29, 2024, claiming that the company's products infringe on six U.S. intellectual property rights, including stabilization algorithms and design patents [1][2]. - The ITC's preliminary ruling indicated that only a portion of the company's exported products fell under one of GoPro's design patents, and the new design proposed by the company was confirmed not to infringe on that patent [2]. Group 2: Company's Response - The company has established a special task force and engaged a legal team specializing in Section 337 investigations to actively respond to the claims [2]. - The company has prepared new design solutions and has applied to the USPTO for an IPR procedure to invalidate GoPro's asserted patents, with some patents currently under review [2]. Group 3: Impact on the Company - The ongoing Section 337 investigation is an administrative review process and does not involve patent damage compensation, meaning it will not have a substantial impact on the company's current production and operations [3]. - A parallel lawsuit related to the same intellectual property claims was filed in the U.S. District Court for the Central District of California, which has been suspended pending the outcome of the ITC investigation [3].

Core Insights - The competition between the companies is intense, with DJI being both a challenge and a motivator for Insta360, as highlighted by the founder's remarks on the dual nature of DJI's presence in the market [1] - Insta360 has established a strong market position in the consumer panoramic camera segment, holding a 67.2% market share, significantly ahead of competitors like Ricoh and GoPro [4] - The company is adjusting its distribution strategy to enhance its dealer system and optimize its CRM, indicating a proactive approach to competition [1][6] Company Overview - Insta360's product line includes a variety of imaging devices such as consumer and professional panoramic cameras, action cameras, and AI stabilizers, with consumer products contributing 86.59% of revenue in 2024 [2] - The ONE X series is the best-selling product line, showcasing the company's strength in the consumer market [2] Market Position - Insta360 leads the global panoramic camera market, selling 8 out of every 10 panoramic cameras worldwide, thanks to its advanced imaging technology and AI algorithms [4] - Despite its dominance in panoramic cameras, Insta360 faces strong competition from GoPro and DJI in the broader action camera market [5] Financial Performance - Insta360's revenue from the Ace series action cameras increased from 0.97 billion in 2023 to 2.76 billion in the first half of 2024, indicating strong growth [5] - The company’s revenue from non-panoramic action cameras is approximately 1.5 billion, ranking third in the market [5] Distribution Strategy - Insta360 employs a hybrid sales model combining online and offline channels, with a near 1:1 ratio in 2024, and a significant portion of sales coming from third-party e-commerce platforms [6][8] - The company collaborates with major retailers and uses a buyout sales model for most distributors, focusing on enhancing customer experience and trust [9] Marketing Strategy - Insta360 has developed a robust marketing strategy centered around KOLs and user-generated content, significantly increasing brand visibility and engagement [10][11] - The company has initiated various marketing campaigns and collaborations with influencers to enhance its brand image and reach [10] Competitive Landscape - DJI is seen as a formidable competitor, particularly in the action camera segment, with its upcoming Osmo 360 product directly competing with Insta360's offerings [14][18] - The competition has led to price wars, with DJI adopting a low-price strategy while maintaining high performance, which poses a challenge for Insta360 [19] Technological Development - Insta360's core competencies lie in its software ecosystem and advanced algorithms, which provide a competitive edge in the market [17][23] - The company is investing heavily in R&D, with over 12% of its revenue allocated to this area, and a significant portion of its workforce dedicated to research [23] Future Outlook - The market dynamics between Insta360 and DJI are expected to drive innovation and technological advancements in the imaging sector, benefiting the overall industry [26]

萤石网络 20250710 摘要 银石网络在智能入户领域的发展情况如何？ 智能入户领域方面，从去年（2024 年）开始，公司对这一块业务充满信心。 尤其是 Y3,000 人脸锁和视频锁系列推出后，在研发、用户体验反馈等方面表 现出色。与德施曼凯迪仕等传统锁具品牌相比，银石网络在视频视觉能力、自 研算法及成本优化上具有明显优势，这使得公司的产品创新性价比领先于其他 竞争对手。 此外，这两年智能锁品牌认知度显著提升，公司市占率不断上升。 因此，对于智能入户业务的发展前景，公司充满信心，并认为能够持续保持领 先地位。 今年（2025 年）公司对智能锁产品进行了哪些创新和升级？ 公司预计 2025 年 SHC 业务保持稳健增长，尽管专业客户渠道有所收缩， 但 4G 电池相机等细分市场表现突出，创新产品如带屏视频通话摄像机 和宠物喷雾相机也具增长潜力，海外市场需求差异大，但新机会点不断 涌现。 银石网络在智能入户领域，特别是 Y3,000 人脸锁和视频锁系列，凭借 视频视觉能力、自研算法及成本优化，与传统品牌相比具有竞争优势， 市场占有率不断提升，对智能入户业务发展前景充满信心。 2025 年，银石网络推出搭载南海大模 ...

Core Viewpoint - The domestic photography and videography equipment market is experiencing significant growth, with a reported over 80% year-on-year increase in transaction value in June, driven by diverse consumer demands from casual use to professional content creation [1][10]. Group 1: Market Trends - The sales of photography equipment have surged, particularly in the categories of action cameras and multifunctional cameras, which now occupy 50% of display space in stores, appealing to young users for social media content creation [3][6]. - The demand for professional photography equipment is evolving, with clients increasingly requesting ultra-high-definition photos and 4K videos, necessitating higher performance standards for equipment [8]. - The rise of short videos and live streaming has made video recording a necessity in the Chinese market, prompting camera manufacturers to enhance video capabilities in their products [13]. Group 2: International Manufacturers' Strategies - Japanese camera manufacturers are actively launching new products tailored to the personalized needs of Chinese consumers, recognizing the market's potential [12]. - The sales figures for Japanese camera manufacturers indicate that the Chinese market is the fastest-growing for their digital camera business, with a reported 28% year-on-year growth [19][17]. - Canon anticipates that the shipment volume of cameras in the Chinese market will be approximately three times that of the Japanese market this year [21]. Group 3: Domestic Manufacturers' Growth - Chinese domestic manufacturers are gaining recognition in the market, particularly in the segments of action cameras and camera accessories, with a notable increase in sales [23][30]. - The global market for handheld smart imaging devices is projected to approach 50 billion by 2025, with Shenzhen manufacturers capturing 70% of the global market share for panoramic cameras and drones [24]. - The demand for camera accessories has been robust, with action camera accessories experiencing over 100% year-on-year growth for three consecutive years [28].

文 | 国家能源局 近期，国家能源局围绕保障能源安全和绿色低碳转型，促进新技术、新产业、新业态发展，集中发 布了一批重点行业标准。 一、引领能源新技术、新产业、新业态发展 （一）《分布式调相机并网技术规定》。适用于新建或改扩建分布式调相机的并网设计和测试，规 定了分布式调相机的并网原则，并在无功电压控制、运行适应性、二次系统以及测试与评价等方面 提出了技术要求。标准的发布实施，可促进分布式调相机科学有序接网，规范分布式调相机并网的 技术要求，支撑 "沙戈荒"大型新能源基地开发和安全运行。 （二）《多能互补项目经济评价规范》。适用于多能互补项目经济评价，规定了多能互补项目经济 评价的总体原则、基本规定、经济和财务评价的方法、参数、内容和要求；同时，根据不同电源的 运行特点，规定了合理确定不同电源和项目的总成本费用和效益的要求和方法。标准的发布实施， 可为多能互补项目提供统一的经济评价框架和方法，弥补我国多能互补项目经济评价规范的空白， 提高多能互补项目决策的科学化水平，提升项目经济评价的一致性和准确性。 （三） 《电化学储能电站并网验收技术规范》。 适用于通过 10kV（6kV）及以上电压等级并网的 新建、改建 ...