1.【 消息称松下推迟美国电池工厂生产计划，因特斯拉销售放缓 】 7月11日消息，据报道，松下控 股将推迟到2027年3月将其在美国新建的电动汽车电池工厂满负荷生产的计划，因为其主要客户特斯 拉的销售低迷。据悉，位于美国堪萨斯州的这座耗资40亿美元的工厂达到30千兆瓦时产能的新目标 日期尚未确定。堪萨斯工厂是松下继内华达州工厂之后在美国的第二家大型电池工厂，计划很快开始 大规模生产。特斯拉一直在努力应对一系列挑战，包括首席执行官埃隆·马斯克与美国总统唐纳德·特 朗普的公开不和，美国电动汽车税收抵免的结束，以及由于车型老化导致的销量下滑。（新浪财经） 扫码订阅 智能制造 产业日报， 2.【奇瑞汽车公布陪伴机器人专利】 7月11日消息，天眼查知识产权信息显示，近日，奇瑞汽车股份 有限公司申请的"陪伴机器人"专利公布。摘要显示，本公开属于机器人设计技术领域。陪伴机器人包 括底座、支架、功能机构、罩体、充气机构和控制单元；支架与底座相连；功能机构位于支架远离底 座的一侧，且与支架相连；罩体为柔性材料，罩体套装于支架外，且分别与底座、功能机构相连。采 用本公开，能够提升陪伴机器人的使用安全性。（财联社） 3.【 亿纬锂 ...

天眼查知识产权信息显示，近日，奇瑞汽车股份有限公司申请的"陪伴机器人"专利公布。摘要显示，本 公开属于机器人设计技术领域。陪伴机器人包括底座、支架、功能机构、罩体、充气机构和控制单元； 支架与底座相连；功能机构位于支架远离底座的一侧，且与支架相连；罩体为柔性材料，罩体套装于支 架外，且分别与底座、功能机构相连。采用本公开，能够提升陪伴机器人的使用安全性。 ...

中国民航网 通讯员李超 报道：近日，随着UQ2588航班从繁华的广州白云国际机场起飞，向着壮美新疆 首府乌鲁木齐展翅翱翔，乌鲁木齐航空"客舱宠物陪伴团队"保障任务圆满完成，首批7位特殊的"小旅 客"与它们的主人一道，在三万英尺的高空共享了一段舒适又安全的云端旅程，为乌鲁木齐航空运输服 务书写下温暖篇章。 在这趟意义非凡的航班上，共承运了7只可爱的团队客舱宠物，包括4只享有专属座位的银狐犬和3只乖 巧陪伴在主人脚下的不占座宠物。值得一提的是，4只银狐犬来自同一个家庭，主人特意为它们穿上了 印着"新疆之旅"字样的蓝色小背心，一家人满怀期待地奔赴新疆，开启为期一周的探索之旅。当客舱广 播响起"即将抵达乌鲁木齐"时，这些毛茸茸的小家伙们似乎也感受到了主人的兴奋，轻轻摇着尾巴，仿 佛在为即将到来的旅程欢呼。 为确保这些特殊的"小旅客"的舒适与安全，乌鲁木齐航空做了充分的准备。地面服务部与客舱服务部积 极联动，制定了细致周全的服务预案，确保旅客与爱宠整个航程安心无忧。地面服务部提前与旅客建立 沟通，逐项核查宠物的《动物检疫合格证明》、疫苗注射证明等必备文件，同时确认宠物箱尺寸是否符 合运输标准；现场指导旅客签署《乌鲁木齐 ...

2024年1月国务院办公厅颁布《关于发展银发经济增进老年人福祉的意见》，实施一年多以来，一方 面，社会各界普遍认为，银发经济是极具发展潜力的新赛道；但另一方面，市场主体也普遍反映"政策 热、市场难"，运营困难状况没有根本缓解，一些领域同质化竞争、价格内卷现象突出。有学者认为， 当前对银发市场规模和发展前景的估计过于乐观，一些领域出现了产能过剩。究竟如何把握我国银发经 济的发展态势，"十五五"时期又该如何优化政策措施，以实现银发经济的高质量发展？ 当前我国银发经济的 发展态势 一方面，在政策和市场的双重推动下，我国银发市场主体持续活跃，重点领域持续升温。据全国组织机 构统一社会信用代码数据服务中心的数据，截至2024年12月31日，我国养老服务相关企业约有16万家， 比2023年底增长24.36%，其中康复护理、老年教育、医疗疗养等相关行业取得较快发展，增速分别为 36.05%、34.15%、31.26%；我国各类养老相关社会组织共有约1.65万家，比2023年底增长2.12%。从消 费热点看，适老化改造、智慧养老、银发文旅等领域需求加快释放。住房城乡建设部数据显示，2019年 至2023年，全国累计新开工改造 ...

Group 1: Conference Overview - The 2025 World Artificial Intelligence Conference will be held in Shanghai from July 26 to July 28, focusing on the theme "Intelligent Era, Shared Future" [1][2] - The conference will feature a structure of "1+1+2+10+N," including an opening ceremony, a high-level global governance meeting, two plenary sessions, over ten ministerial forums, and numerous ecological forums [1] - The exhibition area will exceed 70,000 square meters, with over 800 participating companies, including leading AI firms and major international corporations [1][2] Group 2: New Initiatives and Features - A new "Investment and Incubation" section will be introduced, featuring over 200 startup projects and more than 100 investment institutions for on-site matching and funding services [2] - The conference aims to integrate AI deeply into urban life, showcasing products in embodied intelligence and smart hardware [2] Group 3: Technological Advancements and Market Trends - China's AI terminal shipment volume accounted for 42% of the global total in the first half of the year, with a projected 20% increase in shipments for the entire year [4] - The conference will highlight advancements in AI applications across various sectors, including transportation and healthcare, showcasing significant improvements in operational efficiency and diagnostic capabilities [4][5] Group 4: Global Collaboration and Governance - The conference aims to promote global cooperation in AI development, addressing the need for unity in innovation and preventing misuse of AI technologies [7] - The Ministry of Industry and Information Technology plans to establish a cooperation center for AI development among BRICS nations, promoting open-source collaboration [6]

陪伴机器人的护城河，或许深筑于一个更微妙却也更关键的维度"懂"。它需要懂得用户表层需求之下，那些幽微奇诡的情感暗涌；更懂得用户 手中紧握的那根隐形的价格准绳，以极具亲和力的定价策略"撬开"消费者的心扉与钱包。 具身智能领域"杀手级产品"的王冠，似乎正悄然向"陪伴机器人"的头顶倾斜。 底层逻辑清晰而硬核，"有很多人愿意买单"。需求侧信号鲜明，强用户心智驱动下渗透率稳步攀升。究其内核，具身智能或为"形"，而真正的灵魂在 于"情绪价值"。这正是当下最汹涌的商业风口，泡泡玛特的狂热现象便是一面鲜明的镜子。珞博智能旗下颇具"潮玩"基因的Fuzozo，以AI养成系新宠的定 位，在京东618预售中创下"10分钟破千单"的战绩，再次印证了这股情绪浪潮的澎湃动力。 供给侧亦非等闲，各路英豪齐聚赛道：前追觅高管郭人杰、师承李泽湘并前后任职于大疆、擎天柱的杨硕等产业老兵躬身入局；更有米哈游、泡泡玛特等 跨界巨头驶入这片蓝海，志在争夺"领航者"的舵轮。 资本早已闻风而动，曾公开表态"批量退出人形机器人"的金沙江创投朱啸虎，在与珞博智能创始人孙兆治短短十分钟的交谈后，旋即拍板押注陪伴机器人 领域。朱啸虎直言：「用AI创造'情绪价值'， ...

在全球睡眠健康需求呈爆发式增长的当下，一场深度重塑睡眠体验的产业变革已然拉开帷幕。近日，"AI喜临门 （603008）强脑科技独家战略合作签约暨新品发布会"于浙江绍兴举行，为全球睡眠科技发展注入全新活力与强劲 动能。 强强联手，填补睡眠监测领域技术空白 本次合作的核心亮点，在于强脑科技的非侵入式脑机接口技术。该技术打破传统监测手段局限性，以更加安全可 靠的非侵入方式，实现对脑波数据的精准采集，成功填补了睡眠监测技术领域的重要空白。 在此基础上，喜临门与强脑科技将家居制造与神经科学深度融合，着力研发"床适应人"的主动式睡眠优化系统。 该系统可实时监测用户脑波、心率等核心睡眠数据。通过智能算法进行深度分析，自动调节床垫支撑度、高度等 参数，为每位用户量身定制个性化睡眠环境，推动睡眠产业向智能化方向实现跨越式升级。 产学研合作再进阶，构建"睡眠健康产业共同体" 喜临门与强脑科技合作并非一蹴而就，其背后凝聚着双方长达两年的联合技术攻关。双方科研团队聚焦非侵入式 脑机接口技术与睡眠产品的融合，不断优化数据采集的精准度与算法模型的适配性。通过反复验证与迭代，为今 后睡眠科技产品的创新研发筑牢技术根基。 事实上，喜临门在A ...

Core Viewpoint - The article discusses the ongoing popularity of AI companion products, particularly in the consumer market, highlighting various innovative products and the emotional connections they foster with users [1][6][28]. Group 1: AI Companion Products - AI companion products like "Mirumi," "Moflin," and "LOVOT 3.0" are gaining traction, showcasing emotional interaction capabilities [1][6]. - The market for AI companion products is characterized by a diverse understanding of "companionship," influenced by individual user experiences and emotional needs [7][11]. - The concept of "subjectivity" is emphasized, where users are encouraged to treat these products as living entities rather than mere commodities, enhancing emotional engagement [19][20]. Group 2: Market Dynamics and Competition - Despite apparent similarities among products, true competition is limited due to differing target audiences and emotional expectations [39][40]. - The emotional bond established with users creates a unique value proposition that is difficult to replicate, leading to a sense of irreplaceability [42][40]. - The industry is still in a phase of non-consensus exploration, with many small teams innovating in ways that larger companies may struggle to replicate [29][39]. Group 3: Product Development and User Interaction - The importance of not allowing AI companions to speak is highlighted, as it can diminish the perceived emotional connection and subjectivity [24][26]. - User feedback has been crucial in shaping product features, with a focus on enhancing memory and interactive capabilities to foster deeper connections [26][30]. - The design philosophy emphasizes creating products that resonate emotionally with users, allowing for a more organic and engaging interaction [47][50]. Group 4: Future Outlook and Longevity - The expected lifespan of AI companion products is set at five years, with plans for upgrades to maintain user engagement and emotional connection [30][31]. - The potential for AI companions to evolve and adapt to user needs is seen as a key factor in their long-term success [32][33]. - The exploration of how technology can bridge emotional gaps in human relationships is a central theme for the future of these products [50].

Group 1 - The core viewpoint of the articles highlights the structural growth opportunities in the media industry driven by policy support and technological advancements, particularly in gaming product cycles, AI multimodal applications, and short dramas going overseas [1] - Huatai Securities reports that the number of game approvals reached a recent high in June, with 158 games approved, including 147 domestic online games and 11 imported games, indicating ongoing regulatory support for the healthy development of the industry [1] - The stability of policies enhances the predictability of domestic manufacturers' R&D and distribution plans, promoting a shift of resources towards high-quality and long-term development [1] Group 2 - The gaming industry is experiencing policy incentives that boost domestic demand, while technological empowerment strengthens product competitiveness, creating significant growth potential in overseas markets [1] - The game ETF tracks the animation and gaming index, which is compiled by China Securities Index Co., and reflects the overall performance of listed companies in the animation and gaming industry [1] - The index serves as an important indicator for measuring the development of China's animation and gaming industry, characterized by distinct industry features and style configurations [1]

Group 1: Media Industry Outlook - The media industry is expected to face revenue and net profit pressure in 2024, with a rebound anticipated in Q1 2025, showing cyclical changes [1] - The IP economy is projected to grow through the incubation of proprietary IP and collaboration with popular IPs, exploring mature business forms like "谷子" (Guzi), blind boxes, and trading cards [1] - AI is recognized as a transformative technology, becoming a focal point in global tech competition and a key driver for future industries, with significant potential and application prospects across various media sub-industries [1] Group 2: IP Economy Insights - "谷子" (Guzi) products are evolving into key emotional carriers within the IP ecosystem, driven by the Z generation's shift towards emotional investment and community expression, leading to rapid market growth [1] - Blind boxes leverage the element of surprise to stimulate retail, focusing on product design and original IP commercialization, with strong social engagement and market maturity [1] - Trading cards, particularly collectible cards, create interactive consumer experiences through collection and trading, showcasing strong social attributes and user engagement advantages [1] Group 3: AI Applications and Developments - The AI industry has diversified into multiple tracks and scenarios, covering over 20 applications, enhancing user experience and meeting personalized needs [2] - AI is widely applied in various media sectors such as film, advertising, and gaming, improving content production efficiency and reducing costs [2] - AI smart glasses are emerging as a breakthrough in the AI terminal market, with significant growth expected in sales by 2025, as various manufacturers actively enter this field [2]