10月28日至29日，2025碳达峰碳中和论坛暨深圳国家低碳城论坛将于深圳国际低碳城举行。本届论坛 以"AI赋能城市绿色发展"为主题，汇聚全球智慧，共商绿色未来。 亮点一 "新市政"展区让城市级能源系统一目了然 展览外展区打造全国首个城市级新市政能源系统实景沙盘，通过37家企业63个产品，将龙岗区前瞻性谋 划的"新市政"体系，从蓝图变为可观、可感的城市级沙盘模型。 沙盘全景呈现龙岗以"电力、运力、飞力、算力"为核心支柱，构建"能量流、物质流、数据流"三流循环 的新型城市基础设施操作系统。 从东部环保电厂的绿色"电力"源头，到环卫换电车构成的移动能量动脉"运力"，再到无人物流与低空经 济展现的立体"飞力"，以及全域渗透的智能"算力"，完整呈现龙岗区系统性、集成化的绿色转型"碳 寻"路径。 外展区具体呈现五大核心板块，生动诠释"一座城的智慧"： 新市政·智慧公园板块，汇聚威银智能科技的AI分类垃圾箱、裕富照明的LED路灯等企业产品，共同打 造绿色、智慧的公共空间。 新市政·新型能源板块，集中展示英可瑞、安和威、丁旺科技、品胜电子的充电桩、润世华集团的氢氧 一体机及钙钛矿组件、新源彩能的光伏围挡、中资环的光伏能源小 ...

10月15日，第138届中国进出口商品交易会（以下简称"广交会"）在广州启幕。全球家电与消费电子企 业创维集团携旗下智能家电、XR、智能安防及个护等全品类创新产品矩阵亮相，以"技术+生态"双轮驱 动，向全球客商展示了其中国智造的硬核实力与全球化战略成果。 "技术创维"筑牢基石：高端显示与全场景生态 在"技术创维，敢创敢为"品牌理念的指引下，技术创新成为企业发展的核心驱动力。无论是在显示技术 领域持续深耕，打造变色龙显示技术平台，开创并助推壁纸电视风潮，还是在全屋智能家电领域积极探 索，创维都将创新理念转化为触手可及的优质产品。以显示技术为核心，创维构建了覆盖家居、商用、 个护的多维智慧生态。 高端电视矩阵是展区主角。Mini LED、QLED、OLED、壁纸电视以及100吋、136吋等巨幕电视全面呈 现了创维在彩电领域的深厚实力。针对海外市场推出的Mini LED壁纸电视100P8E凭借其细腻的画质和 沉浸式的大屏体验，满足了高端用户对家庭影院的追求。 在Mini LED展区，75G6E Pro连接了最新款PS5主机，现场演示赛车游戏的高帧率与低延迟效果，为观 众带来近乎电竞级的视觉体验；75G6E则通过专人 ...

Core Insights - The application of "Artificial Intelligence +" is transforming various industries, with large models playing a crucial role in supporting industrial development [1] - Kuaishou's AI expert highlighted that large models, such as Kuaishou's Keling, are designed to enhance video content creation, making it more intelligent, efficient, and accessible [1] Group 1: Large Model Applications - Large models can be categorized based on their application areas, such as language models (DeepSeek), basic science models (Panshi), and video models (Keling) [1] - Keling aims to revolutionize video content creation by allowing creators to generate desired content through algorithms rather than solely relying on camera work [1] Group 2: Performance and Market Impact - Kuaishou's Keling has improved the simulation of physical laws and user input responses, resulting in more realistic character movements and coherent visual narratives [2] - AI video generation technology has been integrated into various sectors, including advertising, e-commerce, and education, significantly enhancing production efficiency and reducing costs [2] - For instance, the production time for an AI-generated short drama using Keling is approximately one-third of traditional production time [2] - Keling is projected to generate over 250 million yuan in revenue by Q2 2025, with nearly 70% of this revenue coming from professional creators [2] - Kuaishou's Keling has surpassed other global video generation models in user adoption, indicating the competitive edge of Chinese technology teams in scene understanding and user experience [2] Group 3: Challenges and Governance - The recent "Global Governance Action Plan for Artificial Intelligence" emphasizes the importance of promoting the ethical development and inclusive application of AI [3] - Current challenges in AI video generation include consistency and rationality, alongside concerns regarding copyright and the spread of false content [3] - There is a need to enhance both model capabilities and governance mechanisms to ensure that technology serves industrial development safely and reliably [3]

Investment Rating - The investment rating for the company is "Outperform" (maintained) [1] Core Views - The company has officially announced its entry into the robotics field, outlining its industrial positioning, core advantages, assembly lines, and product development in robotic applications [5] - The company's robotics strategy is a three-pronged approach: "R&D design + manufacturing services + application scenarios" [6] - The company has showcased nine types of robots covering various industrial, commercial, and service scenarios, with four developed in-house [19] Financial Data and Profit Forecast - Total revenue forecast for 2025 is 50,604 million yuan, with a year-on-year growth rate of 14.5% [4] - Net profit attributable to the parent company is projected to be 2,777 million yuan for 2025, reflecting a year-on-year growth of 58.4% [4] - Earnings per share (EPS) is expected to be 0.40 yuan for 2025, with a projected PE ratio of 22 [4] Business Strategy - The company aims to leverage its precision manufacturing advantages from the consumer electronics sector to create a global, all-process intelligent component processing and assembly super factory [6] - It plans to develop a comprehensive hardware service matrix to help clients achieve systematic cost reductions [6] - The company has established strategic partnerships with leading firms in the robotics industry to accelerate the commercialization of humanoid robots [24][26] Product Development - The company has developed various robots, including the "Walker," "Rock," "Linglong," and "Lingyue," each designed for specific applications such as industrial production and household services [23] - The company has also partnered with the Beijing Humanoid Robot Innovation Center to enhance its capabilities in robot application scenario development [24] Market Positioning - The company is positioned as a leading one-stop AI terminal hardware manufacturing platform, transitioning from a product manufacturer to a solution provider [5] - It has a robust pipeline of strategic collaborations with over 30 partners in the humanoid robotics supply chain [24][27]

Core Viewpoint - Lingyi Zhizao officially announced its entry into the robotics field during a strategic launch event on June 26, showcasing a family of nine robots [1] Company Summary - The newly unveiled robots include: Xingzhe, Panshi, Linglong, Lingyue, Tiangong, Aimas, Lingshi, Lingsu, and A2-W, which are internally referred to as Feimaotui, Daliushi, Cuantianhou, Shuishenwaist, Performance Benchmark, Aima, Xiaomifeng, Jilinggui, and High-efficiency Expert [1]

市值万亿美元的芯片公司又多了一家。 今年 AI 业务收入增长 220% 达到 122 亿美元，帮博通市值突破万亿美元。博通市值上涨的推力和 英伟达一样，都是大型科技公司大力投资 AI 算力中心。 区别在于，英伟达出售 GPU，博通出售自研 AI 芯片方案，正在帮助 Google、Meta、苹果、字节 跳动等公司开发 AI 芯片。字节跳动曾否认与博通合作。今年以来，博通市值上涨 128%，英伟达 上涨 182%。 博通 CEO Hock Tan 接受媒体采访说，他们在硅谷的客户正在匆忙地制定未来 3、5 年的 AI 基础设 施投资计划，到 2027 年会有客户建设百万 AI 芯片的集群。 特朗普找来一批硅谷高管充实班底。 其中两位来自硅谷风投 a16z，包括 a16z 管理合伙人斯科特·库普尔（Scott Kupor）。特朗普提名他 担任人事管理局局长，负责协调招聘工作，并为政府雇员提供资源。库普尔说：这个机会能让他与 埃隆·马斯克（Elon Musk） 等人一起领导政府效率部（DOGE）。 另一位是斯里拉姆·克里希南 (Sriram Krishnan)，a16z 的普通合伙人，在微软、Meta 等公司工作 过 ...