Market Performance - The main board led the gains with notable increases in stocks such as Xinyada (+10.03%), Desheng Technology (+10.02%), and Jingbeifang (+10.01%) [1] - The ChiNext board saw significant growth, particularly with Longyang Electronics (+20.00%) and Nanling Technology (+19.98%) [1] - The Sci-Tech Innovation board was led by TuoJing Technology (+5.78%) and JinChengZi (+5.51%) [1] - Active sub-industries included SW Games III (+2.80%) and SW Printed Circuit Boards (+2.03%) [1] Domestic News - Xiamen Silan Microelectronics has commenced the first equipment installation for its 8-inch silicon carbide power device chip manufacturing line, with a total investment of 12 billion yuan and an annual production capacity of 720,000 chips [1] - The foundation for the high-precision photomask project by Lu Wei Optoelectronics has been laid, with a planned investment of 2 billion yuan, focusing on high-end photomasks for AMOLED and LTPO/LTPS [1] - China Mobile Zhejiang announced the procurement results for its 2025 FTTR products, with Huawei and ZTE winning all bids for a total of 99,750 units [1] - Nanya Technology reported a strong revenue growth in June, reaching 4.074 billion New Taiwan dollars, marking a 22.2% month-on-month increase and a 21.1% year-on-year increase, the highest monthly revenue in three years [1] Company Announcements - Mulin Sen plans to acquire an 18.7722% stake in Puri Optoelectronics for approximately 256 million yuan, which will not significantly impact the company's financials [3] - China Software reported a change in equity, with China Electronics increasing its stake to 13.00% following a stock issuance [3] - New Yichang announced a cash dividend of 2.00 yuan per 10 shares for the 2024 fiscal year [3] - Shenzhou Taiyue declared a cash dividend of 1 yuan per 10 shares based on a total share capital of 1,962,564,954 shares [3] Overseas News - Hanmi Semiconductor has begun production of its latest chip packaging equipment, TC Bonder 4, designed for the sixth-generation high bandwidth memory (HBM4) [4] - Codasip, a European RISC-V processor IP supplier, has initiated a sales acceleration program for its core processor design tools [4] - Counterpoint Research reported a 2% year-on-year decline in global smartwatch shipments for Q1 2025, marking the fifth consecutive quarter of decline [4] - BMW announced that its automatic charging robot has passed the trial period and will be deployed based on future market conditions [4]

1、 Meta官宣研发AI聊天机器人Project Omni 近日，Meta正式官宣正在研发"Project Omni"项目，致力打造一批能主动与用户互动的AI聊天机器人，为 用户提供更多情绪价值，提升使用黏性与互动频率。据悉，这些AI机器人可在用户未主动开启对话时，依 据历史聊天记录主动发起交流。比如用户曾询问音乐见解，AI后续可能主动询问是否需要音乐推荐，若用 户未回复则不再继续发消息。另据Business Insider爆料，该项目上线尚需时日。其AI模型训练数据来自A lignerr，机器人支持多样化人设，能生成不同风格对话，还可接入第三方，充当提醒消息类机器人使用。 2、 谷歌推出全新AI工具套件Gemini for Education 近日，谷歌正式发布面向全球教育领域的全新AI工具套件Gemini for Education，并推出免费版本，助力 高效学习与教学。据悉，该产品专为教育场景定制，集成Gemini 1.5 Pro大模型，有文本生成、理解及编 程辅助等强大能力。教师可借此快速准备材料、设计考题，学生能获得个性化学习建议与作业辅导。它分 免费版和付费版（Gemini Education ...

明日主题前瞻 4、POE | 据报道，刚刚步入7月，不少化工原料悄然提价，多个化工巨头带头发函涨价。近期陶氏、LG化学、SK三家巨头齐发涨价函，POE（聚烯烃弹性 体）涨幅超过1000元/吨。陶氏、LG化学发布公告表示，而近期全球地缘政治不确定性加剧了上游市场的波动，7月1日起，亚太地区产品每吨涨价150美元 （约1075元/吨）；SK称，为保障品质，7月1日起，中国地区POE每吨上调1000元。今年以来，LG化学、陶氏化学等国际企业纷纷上调POE价格，推动国内 POE价格被动上涨。 点评：据中证报，POE兼具塑料和橡胶性质，为一种高性能热塑性弹性体，属于高端聚烯烃产品，近年来在光伏、汽车、包装等领域需求激增。据华经产业 研究院数据，我国POE在光伏领域应用占比为40%，汽车行业应用占比为26%，光伏应用已经成为POE最主要应用领域。POE 在光伏领域中主要用于封装胶 膜。N型电池+双玻组件渗透率提升，光伏用POE需求显著提升。中国目前对POE的进口依赖度超80%，国产化市场空间广阔。 5、元宇宙 | 据证券时报，工业和信息化部办公厅、教育部办公厅、文化和旅游部办公厅、广电总局办公厅发布关于组织开展2025年 ...

Group 1 - BMW's automatic charging robot has recently completed concept validation and will be deployed based on future market conditions [1] - The robot utilizes AI visual recognition to accurately locate the charging port, plan the charging path, connect the charger, and begin charging [1] - After charging is complete, the robot automatically disconnects the charger and returns to its original position [1] Group 2 - BMW plans to continue exploring technologies in the charging and parking sectors, integrating automatic charging with valet parking features [1]

6月27日，中国人工智能创新大会在武汉举行。此次会上发布了2025福布斯中国"人工智能科技企业TOP 50"主榜单以及"人工智能创新技术企业""人工智能创新场景应用企业"等四大子榜单。证券时报记者从 现场了解到，入选企业的一个显著特征是技术的多元分化。 创新集群阶梯崛起 根据榜单，上海以21家入选企业领跑全国，从商汤科技的视觉识别到阶跃星辰的基座大模型，上海企业 呈现出明显的"硬科技+国际化"特质，目前与人工智能结合最为紧密的制造业场景包括新能源汽车、生 物医药、机器人、半导体集成电路等。北京14家获奖企业中，寒武纪的AI芯片与智谱清言的通用大模 型，则延续了中关村"技术原创性"的基因。 福布斯中国表示，这种"大象起舞"与"蚂蚁雄兵"并存的格局，恰恰反映了AI产业特有的活力，既需要长 期投入的基础研发，也离不开敏捷迭代的场景创新。 记者注意到，在入选的所有企业中，有20家企业已上市，上市企业约占25%。 福布斯中国分析称，这一结构特征揭示了人工智能产业作为典型的技术驱动型产业，技术迭代与场景创 新往往取决于技术创新动能，对于既有业务规模的依赖相对较小。非上市企业占比达75%的现状，也印 证了行业创新动能并未被 ...

Core Insights - The event showcased over 50 robotics companies presenting innovative products, highlighting the practical applications of robots in various sectors such as industrial, medical, and service industries [9] - The robots demonstrated capabilities including inspection, cleaning, and interactive companionship, emphasizing the versatility and technological advancements in the robotics field [9][10] Group 1: Industrial Applications - Yushutech's quadruped robot has been successfully applied in intelligent power inspection and firefighting rescue scenarios [9] - Moxian Technology showcased a humanoid robot with advanced tactile sensors, enabling it to perform delicate tasks like grasping with high precision [9] Group 2: Service and Consumer Applications - The "Kirin Seat" flexible automatic charging robot from Wanxun Technology can simulate human arm movements for precise charging of electric vehicles, already deployed in automotive smart driving experiences [10] - The AI pancake-making robot from Yuanhu demonstrates an intelligent temperature control system, capable of preparing traditional Tianjin pancakes in just three minutes [10] - The Ropet robot pet from Mengyou Intelligent offers personalized interaction, learning from user engagement to develop unique personalities [10] Group 3: Environmental Applications - The "Ouka Whale Spirit" water surface inspection robot integrates multiple sensors for autonomous cleaning and monitoring of water bodies, effectively collecting debris and maintaining cleanliness [10]

Group 1 - The "Robot Carnival" held at Shougang Park showcased over 50 robot companies and their innovative products, highlighting the industry's investment trends and opportunities [2] - The event featured various applications of robots in industrial, medical, and service sectors, allowing the public to experience human-robot interaction [2] - Companies like Yushu Technology and Wanxun Technology presented robots for industrial inspections and automatic charging, demonstrating the practical deployment of robotics in real-world scenarios [2][5] Group 2 - The event included a unique robot pet, Ropet, which interacts with users and learns from them, showcasing advancements in consumer robotics [3] - The "Ouka Whale Spirit" water inspection robots autonomously clean and monitor water surfaces, equipped with advanced sensors for obstacle recognition [5] - Shougang Holdings announced a global recruitment plan for "robot comprehensive experience stores," aiming to create a complete consumer cycle from product release to service [5] Group 3 - The robotics sector is gaining significant attention from investors, with Shougang Holdings establishing a 10 billion RMB investment fund for the development of the robotics industry [5] - The company has invested in leading robotics firms such as Yushu Technology, Xinghai Map, and others, indicating a strong commitment to advancing the industry [5]

Group 1 - The event "Winning in AI+" showcased the integration of AI into various sectors such as education, agriculture, and healthcare, highlighting the potential applications of AI technology [2] - A total of 21 AI innovator companies signed agreements to establish their presence in Hangzhou, contributing to the city's ambition to become a hub for the artificial intelligence industry [3][4] - Among the participating companies, ELU.AI presented its latest product, an intelligent automatic charging robot, and secured investments from Dongfang Fuhai and PwC Capital for future development [2][3] Group 2 - The event attracted a diverse audience, including experts, industry leaders, and investors, emphasizing the collaborative environment for AI entrepreneurship in Hangzhou [2][3] - Companies like Cool Cow Innovation Technology focus on developing agricultural robots that utilize AI machine vision technology for precise crop and weed identification [3] - The program "Winning in AI+" aims to support companies through financing, technical assistance, and marketing strategies, with 17 out of 21 companies receiving funding [4]

璀璨计划, WOMEN IN LEADERSHIP 1773 t 「璀璨女性」 为创业邦推出的系列栏目，致力于报道商界、投资界的女性力量，展现她们管理的智 慧，分享她们在困境中破局的勇气与力量。 作者丨黎晓梅 编辑丨刘恒涛 "这是颠覆式创新，从单点应用提升到智慧城市层面。"在央视《赢在AI+》节目中，评委对一家杭州创业 公司给予罕见高度评价，并打出分的高分。这家被"优选"的企业，在小组赛中以第名的成绩晋级全国总 决赛，而它正是由阿里巴巴前副总裁白惠源创办的ELU.AI及其旗下品牌"原力无限"。 评委高度评价原力无限的智能全自动充电机器人不仅具有革新性，更将解决方案升维至智慧城市层面， 代表了中国科技创新的未来方向。他认为：原力无限的具身智能解决方案展现了从单点应用到城市级智 能生态的跨越，这种融合物理世界与数字世界的技术路径，将重塑未来城市运营模式。 原力无限"一脑多身"具身智能产品矩阵 2024年10月，原力无限推出的智能全自动充电机器人FORCE系列颠覆传统充电模式。这款产品创新性采 用低空轨道运行方案，在兼顾时间、空间、成本和效率各方面的同时，大幅提高了空间利用率和能源效 率，解决了城市发展中的充电补能 ...