Market Overview - The Dow Jones Industrial Average increased by 0.43%, the Nasdaq by 0.09%, and the S&P 500 by 0.27%, with both the S&P 500 and Nasdaq reaching new closing highs [3] - Major technology stocks showed mixed results, with Tesla rising by 4.7% and Nvidia's market cap surpassing $4 trillion [3] - Bitcoin-related stocks saw gains, with Coinbase increasing by over 4% [3] - The initial jobless claims in the U.S. were reported at 227,000, lower than the expected 235,000 [3] Pension Adjustment - The Ministry of Human Resources and Social Security and the Ministry of Finance announced a pension adjustment for retirees starting January 1, 2025, with an overall increase of 2% based on the average monthly pension of retirees by the end of 2024 [4] U.S.-China Economic Relations - The Ministry of Commerce stated that since May, U.S. and Chinese economic teams have maintained close communication to stabilize trade relations, following agreements reached in Geneva and London [5] Industry Developments - The China Securities Regulatory Commission announced adjustments to the trading limits and margin requirements for polysilicon futures contracts starting July 14, 2025 [6] - The retail sales of new energy vehicles in China reached 135,000 units in early July, a year-on-year increase of 21%, with a cumulative retail of 6.583 million units for the year, up 37% [6] Corporate Announcements - Li Ping, Vice Chairman of CATL, donated 4.05 million shares to a foundation, completing the transfer process [9] - Saisir expects a net profit increase of 66.2% to 96.98% for the first half of 2025, projecting a profit of 2.7 billion to 3.2 billion yuan [10] - WuXi AppTec anticipates a 44.43% year-on-year increase in adjusted net profit for the first half of 2025, estimating around 6.315 billion yuan [10] - iFlytek expects a net loss of 200 million to 280 million yuan for the first half of 2025, an improvement from a loss of 400 million yuan in the same period last year [11] - China Shipbuilding Industry Corporation forecasts a net profit increase of 98.25% to 119.49% for the first half of 2025, estimating a profit of 2.8 billion to 3.1 billion yuan [12] - Limin Co., Ltd. announced plans for a share reduction by its controlling shareholder, not exceeding 3% of the company's total shares [13] Industry Outlook - The photovoltaic industry is experiencing discussions on self-discipline and supply-side reforms, with expectations for capacity reduction and potential recovery in the industry, although actual improvements depend on the effectiveness of supply-side measures [13] - The upcoming changes to the CIPS rules are expected to accelerate the internationalization of the renminbi, benefiting banks' cross-border business expansion [13]

Group 1 - iFlytek expects a significant reduction in losses for the first half of 2025, with projected revenue growth of 15%-20% and net profit growth of 30%-50% compared to the same period last year [1][2] - The company anticipates a gross profit increase of over 600 million yuan, with total sales receipts around 10.3 billion yuan, reflecting a year-on-year increase of approximately 1.3 billion yuan [1][2] - iFlytek's strategic focus on artificial intelligence and continuous investment in R&D, which constitutes about 20% of revenue, has led to healthy growth in its core business, particularly in the consumer sector [2][3] Group 2 - Seres expects a net profit increase of 66.20% to 96.98% for the first half of 2025, with projected net profit between 2.7 billion to 3.2 billion yuan [4] - The company's performance is attributed to its commitment to a software-defined vehicle strategy and the successful launch of new products in the second quarter of 2025 [4] Group 3 - WuXi AppTec anticipates a 44.43% increase in adjusted net profit for the first half of 2025, with expected revenue of approximately 20.8 billion yuan, a year-on-year growth of about 20.64% [5][6] - The growth is driven by the company's focus on its integrated CRDMO business model and the successful sale of part of its stock in WuXi XDC Cayman Inc., contributing an estimated gain of 3.21 billion yuan [6] Group 4 - China Shipbuilding expects a net profit increase of 98.25% to 119.49% for the first half of 2025, with projected net profit between 2.8 billion to 3.1 billion yuan [10] - The company has benefited from improved order structures and effective cost control, leading to significant revenue growth [10] Group 5 - Huadian Power anticipates a net profit increase of 62.62% to 70.22% for the first half of 2025, with projected net profit between 642 million to 672 million yuan [20] - The growth is attributed to effective cost reduction strategies and stable production processes [20] Group 6 - Lotus Holdings expects a net profit increase of 58.67% to 68.59% for the first half of 2025, with projected net profit between 160 million to 170 million yuan [21] - The company's new product development and sales have shown significant results, particularly in the new retail sector [21] Group 7 - Dongyangguang anticipates a net profit increase of 157.48% to 192.81% for the first half of 2025, with projected net profit between 583 million to 663 million yuan [28] - The company is accelerating its strategic layout in the intelligent computing and humanoid robot sectors, which has begun to yield revenue [28] Group 8 - Walden Materials expects a net profit of 545 million to 587 million yuan for the first half of 2025, reflecting a year-on-year growth of 30% to 40% [29] - The growth is driven by increased market demand across various product lines, including electronic materials and new energy vehicles [29] Group 9 - Sanmei Holdings anticipates a net profit increase of 146.97% to 171.67% for the first half of 2025, with projected net profit between 948 million to 1.042 billion yuan [30] - The company benefits from a favorable competitive landscape and rising demand for its fluorinated refrigerants [30]

Group 1 - The 2025 Beike Finance Annual Conference opened with the theme "China's Economy: Co-Growth of Openness and Resilience" [2] - The conference featured discussions on the importance of production service industries in driving new productive forces and technological innovation [8][9] - The launch of the "Technology Capital Co-Innovation Plan" by Beike Finance aims to foster collaboration between technology and capital [16] Group 2 - Reports released at the conference highlighted the increasing deployment of AI applications in businesses, with 89.84% of surveyed companies utilizing AI in various operational aspects [16][17] - The "Haidian is the 'Source' Report" outlines Haidian District's role as a global AI innovation hub, emphasizing talent density and institutional innovation [16] - The second edition of the "China AI Large Model Evaluation Report" indicates a 22.9 percentage point increase in media professionals using large models, with significant potential for efficiency improvements [17]

证券代码：002230 证券简称：科大讯飞 公告编号：2025-024 科大讯飞股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 （一）业绩预告期间 （二）业绩预告情况 预计净利润为负值 项 目 本报告期 上年同期 归属于上市公司 亏损：-28,000 万元～-20,000 万元 亏损：-40,066.56 万元 股东的净利润 比上年同期增长：30.12%～50.08 % 扣除非经常性损 亏损：-40,000 万元～-32,000 万元 亏损：-48,309.89万元 益后的净利润 比上年同期增长：17.20% ～33.76% 基本每股收益 亏损：-0.1211 元/股～- 0.0865 元/股 亏损：-0.1736 元/股 二、与会计师事务所沟通情况 公司已就业绩预告有关事项与会计师事务所进行了预沟通，公司与会计师事务所在业 绩预告方面不存在分歧。本次业绩预告未经过注册会计师预审计。 三、业绩变动原因说明 报告期内，公司踏踏实实推进长期、可持续、高质量发展，并保持了经营的良性健康 发展。预计营业收入、毛利较上年同期增长 15 ...

市场层面，根据《中国大模型中标项目监测与洞察报告（2025年Q2》，科大讯飞中标项目数量、中标 金额在2025年第二季度实现双第一。（文猛） 新浪科技讯 7月10日晚间消息，科大讯飞发布2025年半年度业绩预告，预计实现营业收入同比增长 15%-20%，归母净利润同比增长30%-50%，扣非净利润增长17%-34%。报告期内，公司经营活动现金流 净额同比提升超7亿元，增幅约50%；销售回款总额达103亿元，同比增长13亿元。 责任编辑：何俊熹 科大讯飞称，公司踏实推进长期、可持续、高质量发展，并保持了经营的良性健康发展。业绩增长主要 源于公司积极抢抓通用人工智能的历史新机遇，继续保持面向未来抢占人工智能根红利的战略投入，研 发投入占营业收入比重约20%；同时，源头技术驱动的战略布局成果不断显现，核心业务呈现出健康发 展的势头，特别是TO C业务继续保持快速增长。 报告期内，基于"讯飞星火大模型"的AI硬件在"618"电商节销量同比增长42%；其中，科大讯飞AI学习 机连续三年位居京东及天猫"618"全周期销售额榜首，2025年半年度收入保持翻番增长。 此外，公司4月20日再次升级的讯飞深度推理70B大模型星火 ...

事实上，上交所数据显示，科创人工智能ETF华宝（589520）近10个交易日中，有7个交易日获资金净 流入，累计金额1012万元。 成份股方面，乐鑫科技涨近6%，安路科技、虹软科技、奥普特、航天宏图、萤石网络等个股收红。 或由于英伟达市值突破4万亿美元，点燃AI投资热潮，今日（7月10日）重点布局国产AI产业链的科创 人工智能ETF华宝（589520）场内价格收跌0.47%，但频现宽幅溢价区间，显示买盘资金更为强势！全 天成交额近2000万元，较前一日环比激增133%，伴随成交放量，或有资金逢跌介入！ 2、技术突破驱动产业升级，国产化进程加速 国产大模型（如ChatGLM4、百度文心一言4.0、讯飞星火）已接近GPT-4性能，中文场景表现优异，成 本大幅下降，部分模型免费开放，降低应用门槛。多模态大模型（如华为盘古5.0）加速工业设计、医 疗研发等场景落地，缩短研发周期（如汽车造型设计从1-2年缩至数月）。端侧方面，AI手机、AI眼 镜、AIPC等硬件快速普及，高通、小米等厂商推动端侧AI生态成熟。 3、应用场景爆发，商业化进程加速 B端，行业赋能深化。工业领域，AI+CAD、智能控制、机器视觉优化生产流程， ...

时隔一年盛夏，中国AI大模型测评报告再度来袭。 7月10日，在2025贝壳财经年会主题论坛"建设'开源'之都：智AI未来，生态共澎湃"上，新京报AI研究院联合中国 经济传媒协会发布第二期《中国AI大模型测评报告——大模型赋能传媒行业使用与满足研究》（下称：报告）。 各年龄段使用大模型的人数比例均有所上升。其中，45岁以上受访者增幅最高，比去年增加41.98个百分点至 95.83%。在两次调查中，均为26岁至35岁的受访者最爱用大模型，今年这类人数比例达97.37%。 报告认为，大模型技术的传媒行业应用速度符合创新扩散理论，目前在S型曲线中正处于加速增长阶段。而26岁至 35岁且使用过大模型的受访者，可视为"创新者"或"早期采用者"，在这类从业者影响下，大模型传媒行业应用有望 进入加速扩散阶段。 大模型技术已高频率融入日常媒体工作。问卷调查显示，约半数受访者经常使用，低频率使用（即：很少使用、 完全不使用）的受访者仅占7.74%。 报告显示，与去年相比，在媒体工作中使用过大模型的受访者比例提升22.9个百分点至96.27%。此外，约半数受 访者经常使用，约八成受访者高度认同大模型提升了媒体工作效率。不过，遇到大 ...

当主流 #AI工具 还在卷文案、拼画质时，一批"小而美"的AI应用已经悄悄玩起了新花样，它们把名画变成音乐、草稿秒变UI、声音复刻成播客...... 今天，小智就为大家揭秘6款潜力选手，说不定下一个刷屏朋友圈的爆款，就在其中！ National Gallery Mixtape 让名画「唱」出情绪 你敢信吗？梵高笔下燃烧的《向日葵》，能被AI翻译成一段带着忧伤的大提琴曲；莫奈的《睡莲》，会流淌出轻盈的钢琴旋律。 National Gallery Mixtape就做到了这神奇的跨界融合。 基于谷歌多模态模型Gemini解析画作，MusicFX DJ实时作曲 ，连画中光影都能转成音符。 上传世界名画，如梵高《向日葵》， AI通过分析色彩、主题与情感，生成契合的画作配乐。 支持调整音量/顺序/叠加效果，下方同步显示的"轻盈""钢琴"等音乐特 征标签，也让你更懂其中的门道。 Stitch 一句话「变」出UI稿 Google labs推出的 #Stitch ，前身是UI设计工具Galileo AI。 以往，从脑海中的产品概念到画出初步草图，可能需要专业设计技能和大量时间。但有了Stitch，一切变得简单快速。 Portr ...

前不久，字节跳动旗下豆包 AI 播客功能全量上线的消息引发行业震动。 有用户上传 8 万字的英文 PDF 文档，系统能在数秒内生成男女对谈的播客节目，语气词、停顿节 奏与真人对话无异。 几乎同一时间， 早在 2 0 2 4 年 4 月 就推出声音复刻功能的 科大讯飞 ，则 宣布声音复刻技 术升 级，仅需不到 10 秒的音频素材，就能让《长安的荔枝》中"李善德"的声音复刻品在情绪表达上与 原角色难分伯仲。 而在稍早的 2024 年底， MiniMax 的海螺 AI 也 已凭借 30 秒语音素材克隆出唐国强、林黛玉 等 人物的声音，情感还原度让中文语音克隆实现从"能用"到"好用"的跨越。 这些技术突破背后，是科技巨头对音频内容赛道的战略押注。其核心逻辑在于：通过声音复刻、智能 生成等技术，重构音频内容的生产、分发与消费链条，试图在这片被称为"耳朵经济"的蓝海中开辟 新航道。 当 AI 不仅能复刻声音，更能模拟对话逻辑、生成结构化内容时，这场声音革命又将如何重塑内容产 业与商业版图？ 01 声音复刻 +播客 的技术竞速 从豆包到讯飞，再到海螺 AI 这是一场从文档到对话的工业化生产转变。 图/豆包网页版"AI播客" ...

AI体验馆 行走中国现场 直达东盟脉动·记者手记 在位于合肥市的科大讯飞语音产业基地中心，一座名 为"顶天立地"的石雕，颇为引人注目。 核心技术"顶天"、产品应用"立地"，这是科大讯飞一直坚守的发 展理念。当前，以大模型为代表的人工智能科技浪潮席卷而来。我们不禁会问：研发人工智能，科大讯 飞的态度是什么？ 在这一点上，科大讯飞董事长刘庆峰时刻保持清醒："一定要有一批人敢于在算法的 源头、未来的核心技术上做创新。" 作为我国人工智能代表企业之一，科大讯飞自创业之初便把核心源 头技术自主创新放在战略位置，走过了发展道路上的一个又一个关键节点。 采访中，我们听到最多的 一句话是：讯飞不是为研发出高大上的"黑科技"，而是推动人工智能产品和行业应用落地。因此，在创 新领域投入上，科大讯飞始终坚持"721模式"，即70%投入当前的主导产品，20%投入战略新产品，10% 投入前瞻性、探索性的研发当中。 如今，讯飞星火在国内认知大模型研发中处于技术前列，率先实现 在教育、医疗、智能硬件等多个行业的深度应用。 跳出企业看产业，跳出产业看行业，道理同样如 此。 当前，广西正打造"北上广研发+广西集成+东盟应用"的人工智能发展路径 ...