近年来，随着老龄化社会加速到来，"银发科技"市场已经迎来爆发式增长。 然而，我们发现大约有83%的适老化智能产品在使用三个月后便遭闲置，智能手环、健康监测仪、陪护机器人等设备普遍都沦为了"电子垃圾"。 他们更加能够接受和学习新型产品，而且越来越多的子女也会给他们选择更加适合的养老产品。 2024年中国老年智能硬件市场规模已超千亿元，但调研信息显示用户满意度低于40%，反映出产品与老年群体实际需求之间存在着显著落差。 每个人都害怕衰老、病痛的折磨，但事实上人们更加害怕的是和这个世界以及社会脱轨，上了年纪，生活好像离便捷舒适越来越遥远。 我国正处于老龄化快速发展的阶段，根据预测，到2040年时，65岁及以上老年人口占总人口比例将突破四分之一，达到26%以上。在全国老龄化趋势不断 加剧的背景下，银发经济正迅速崛起，并逐渐形成一个体量可观的消费市场。 图源：【解数咨询】 银发经济趋势前瞻 随着老年人的教育水平的不断提升，消费的多样性以及需求量就不断升级。 然而，工信部2023年报告：中国适老化智能设备闲置率达57%所以，银发经济目前已经成为了全家庭的消费选择，但是真正适合老年人的"银发品牌"又有 哪些呢？ 1 错位的 ...

Core Insights - The event "Financial Gathering and Intelligent Innovation in Mountain City" highlighted the integration of AI in financial services, particularly in Chongqing's consumer finance sector, showcasing significant advancements in AI applications [1] - The concept of "embodied intelligence" has been recognized as a key driver for industrial transformation and economic development, with government support aiming for substantial progress in financial services by 2027 [1][3] - The aging population in China is creating new opportunities for embodied intelligence, particularly in the elderly care sector, with predictions of a market boom in humanoid robots by 2035 [3][8] Group 1: AI and Financial Services Integration - Chongqing has leveraged its advantages in consumer finance to foster AI innovations across various business segments, including inclusive finance and risk management [1] - The "Embodied Intelligence Ecological Conference" focused on the integration of advanced AI technologies with financial services, particularly in enhancing elderly care financial services [2] - The Chinese government has emphasized the importance of embodied intelligence in its work report, marking it as a core force for driving new economic momentum [1][2] Group 2: Aging Population and Market Opportunities - By the end of 2024, China's elderly population is expected to exceed 300 million, representing 22% of the total population, indicating a shift towards a moderately aging society [3] - The integration of embodied intelligence in elderly care is seen as a critical area for commercial breakthroughs, with institutions and companion robots leading the way [2][3] - The "Smart Elderly Care Technology and Application Development White Paper" highlights the need for a holistic approach to elderly care that combines technology with human empathy [4] Group 3: Policy and Financial Support - Recent policies from the Ministry of Industry and Information Technology and the Ministry of Civil Affairs have laid the groundwork for pilot projects in intelligent elderly care robots, providing a framework for commercial validation [5][6] - Financial institutions in Chongqing are actively supporting technological innovation, enhancing the efficiency of financial resource allocation and credit accessibility [6] - The collaboration between technology and finance is expected to yield significant results, with companies like Ma Shang Consumer Finance leading the development of emotional companion robots for elderly care [6][7] Group 4: Future Challenges and Market Dynamics - The humanoid robot market is projected to reach a trillion-level scale by 2035, but challenges such as standardization and data privacy remain significant hurdles [8] - The acceptance of smart elderly care services is crucial, with a majority of elderly individuals expressing willingness to try family service robots, although budget constraints exist [8] - The path to widespread adoption of embodied intelligence in elderly care may begin with institutional applications before expanding to family settings, necessitating collaboration across the industry [9]

中新网重庆7月10日电(记者刘贤)2025具身智能生态大会10日在重庆举行。全国首部《智慧养老技术与 应用发展白皮书——基于情感陪护养老的探究》(以下简称白皮书)正式发布。 二是从"被动"转向"主动"，提升情感关怀精准性。养老服务平台可以整合老人在日常生活中产生的健 康、社交、消费等各类数据，精准描绘出每个老人的个性化需求画像。例如，通过分析老人的就医记录 和健康监测数据，预测其可能出现的健康问题，提前安排医疗护理服务；通过分析老人的社交活动数 据，了解其社交圈子和兴趣爱好，主动为其推荐适合的社交活动或兴趣小组，帮助老人拓展社交生活、 丰富精神世界。 三是构建智慧养老融合社区，促进老人与社会强连接。未来，智慧养老将不仅仅局限于家庭或养老机构 内部，而是更加注重构建智慧养老融合社区，通过整合社区内的各种资源，促进老人与社会的强连接， 让老人在熟悉的社区环境中实现"就地养老"，同时积极参与社会生活，保持与外界的紧密联系。 四是情感陪护应用逐渐普及，科技与人性服务待平衡。白皮书提出，在科技不断赋能情感陪护的过程 中，如何平衡科技与人性服务，确保老人真正获得温暖、真实的情感关怀，成为未来智慧养老发展需要 重点关注的问 ...

Group 1 - The first Northeast Asia International Silver Economy Cooperation and Exchange Event was held in Shenyang, focusing on the development and future of the silver economy [1] - Shenyang's Vice Mayor Zheng Bin promoted elderly care projects, announcing 60 quality elderly care scenarios and 29 key scenarios, releasing investment cooperation opportunities totaling 53 billion yuan [1] - The event featured a city exhibition area themed "Quality Elderly Care, Enjoy Life," showcasing Shenyang's achievements in elderly care and the development of various elderly care enterprises [1] Group 2 - Shenyang aims to leverage its position as a Northeast Asia central city to promote steady development in public welfare, innovation in elderly products, and transformation of the elderly industry [2] - The city is focused on building a new high-quality development pattern for the silver economy and striving to become a demonstration city for the silver economy in Northeast Asia [2]

Core Insights - The Ministry of Industry and Information Technology (MIIT) and the Ministry of Civil Affairs are promoting pilot projects for elderly care robots, planning to deploy at least 200 units for family applications to address the increasing aging population and shortage of caregiving resources in China [1][3][7] Industry Overview - China's aging population is rapidly increasing, with 310 million people aged 60 and above, accounting for 22% of the total population. The number of people aged 65 and above is 220 million, representing 15.6% [3] - The demand for elderly care is surging due to declining marriage rates and a clear trend of fewer children, leading to a significant shortage of caregiving resources, with millions of caregiver vacancies and a lack of public nursing homes [3][4] Policy Support - National policies are increasingly supporting the application of smart robots in elderly care, as outlined in the "Smart Health and Elderly Care Industry Development Action Plan (2021-2025)," which identifies elderly care robots as a core direction for smart elderly care devices [3][4] - The "Opinions on Deepening the Reform and Development of Elderly Care Services" issued in January emphasizes the development of a comprehensive elderly care service network by 2029, with a focus on humanoid robots and AI technologies [3] Market Dynamics - The smart elderly care robot market in China has been rapidly expanding, reaching nearly 25 billion yuan in 2023, with projections suggesting it could reach a trillion yuan market by 2030 [5] - The penetration rates for health monitoring products are around 10%, while rehabilitation, nursing, and emotional support robots have a penetration rate of about 5% [5] Challenges and Opportunities - The industry faces challenges such as a significant gap in caregiving for disabled individuals, insufficient emotional companionship for elderly living alone, and a lack of service supply in lower-tier cities and rural areas [4][6] - The MIIT's recent initiative aims to address existing product shortcomings and validate applications in home, community, and institutional settings, with a focus on various caregiving scenarios [6][7]

近日，美国政府宣布暂停或限制哈佛大学参与学生和交流访问学者签证项目的资格。 香港科技大学（以下简称"港科大"）此前已宣布向就读哈佛大学的国际本科生及研究生，以及持有哈佛 学位课程录取通知的学生发出公开邀请，欢迎他们加入港科大继续学业。 6月7日，在博鳌亚洲论坛国际科技与创新论坛2025年香港会议上，港科大首席副校长郭毅可在接受《每 日经济新闻》记者采访时表示，港科大是最早提出对哈佛国际生进行帮助和支持的高校。发出邀请后， 已收到一些哈佛国际生的响应，目前已发出录取通知的哈佛国际生既有中国国内的学生，也有国外学 生。 每经记者｜黄婉银 实习生 刘姝 每经编辑｜魏官红 郭毅可还告诉记者，在全球大学就业能力排名中，港科大一直处于全球前列，专利利用率达到33%。学 校鼓励所有的研究对科学发展和人类进步作出贡献。 记者注意到，郭毅可长期深耕人工智能研究，他还担任香港生成式人工智能研发中心主任。 在被记者问及中国发展人工智能应该注意哪些问题时，他指出，在"人工智能+"的发展中，首先需要明 确对人工智能的态度：它究竟只是需要落地的工具，还是具有更深层的意义？中国工程院院士王坚曾提 出，"人工智能不是工具的革命，而是科学革命 ...

金融界5月13日消息，有投资者在互动平台向中兴通讯提问：您好，近段时间公司股价距离高点回调接 近25%，有所属板块调整的需要，诚然公司年报不太理想也加速了下跌，尤其四季度亏损出乎投资者意 料，能否说明一下公司业务在四季度出现如此巨大波动的详细情况。近期，三大运营商都公布了25年的 资本开支情况，令人遗憾的是资本开支仍下滑，公司面对这一局面有何办法化解？针对有起色的消费者 业务，如何能打响名气，与华为小米这些相庭抗礼，有何路径思路？AI领域如何破局加深应用？ 三是，国际运营商。在无线现代化改造，4G在南亚、非洲的渗透率分别为62%、38%，5G渗透率更 低，预计今明两年印尼、土耳其、摩洛哥、秘鲁等国家将会发放5G牌照或频谱，国际市场仍然有无线 现代化改造的机会；在光纤建设方面，南亚、非洲的光纤化率分别为11%、2%，拉美、东南亚、中东 等的光纤化率都不到40%。2025至2028年国际运营商投资年复合增长率近5%，公司国际运营商网络收 入将会有比较稳健的表现。 四是，国际大国算力基础设施建设。海外大国对数据中心、能源、服务器等算力基础设施的投资也是快 速增加的，2025年公司在聚焦大国主流运营商的同时，会在有业 ...

证券代码：300024 证券简称：机器人 沈阳新松机器人自动化股份有限公司 投资者关系活动记录表 编号：2025-001 4、工业和信息化部公布的《2024 年老年用品产品推广目录》 中收录了新松公司生产的家庭陪护机器人产品，请问该产品主要 应用在哪些场景？ 答：养老康复机器人在部分康复医院和养老机构实现示范应 用，公司也将持续开发医疗康养领域新产品，以满足市场新应用。 5、公司的"3+3+N"战略是指什么？目前公司面临哪些外部 风险挑战？ 答：公司"3+3+N"战略，即依托核心优势，向核心业务集中 优势资源，即在业务方向上纵向形成工业机器人、移动机器人、 特种机器人 3 大核心产品领域，以及焊接自动化、装配自动化、 物流自动化 3 大应用技术，瞄准国家战略，孵化新兴业务，通过 | 投资者关系活动 | □特定对象调研 □ 分析师会议 | | --- | --- | | 类别 | □ 媒体采访 √ 业绩说明会 | | | 新闻发布会 路演活动 □ □ | | | □ 现场参观 | | | □ 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 参与公司 年度业绩说明会的投资者网上提问 2024 | | ...

Core Viewpoint - Pingzhi Information reported significant growth in revenue and net profit for Q1 2025, indicating strong performance and potential for future growth in the telecommunications and AI sectors [1][2]. Financial Performance - In 2024, the company achieved a total revenue of 1.443 billion yuan [1]. - For Q1 2025, the company recorded a revenue of 342 million yuan and a net profit of 10.52 million yuan, representing a year-on-year increase of 287.38% [1]. Business Segments - The company operates primarily in two sectors: smart home and 5G communications, providing a range of products including broadband network terminals, IoT devices, 5G products, and cloud services [1]. - Pingzhi Information is recognized as a top-tier supplier for major telecom operators in China, such as China Mobile and China Telecom, establishing long-term partnerships [1]. Growth in Computing Power Services - The company has signed over 1.8 billion yuan in computing power service orders, with an additional 460 million yuan in contracts pending [2]. - The computing power business is seen as a new growth avenue, contributing to the company's transformation and performance enhancement [2][3]. Research and Development - The company is focused on enhancing its communication equipment business through continuous R&D and has won multiple large-scale procurement projects from telecom operators [4]. - A new manufacturing facility has been launched, utilizing automated production lines to improve efficiency and reduce operational costs [4]. Strategic Initiatives - Pingzhi Information is developing a city-level low-altitude drone service system in collaboration with China Mobile, aligning with national strategies for digital transformation [5]. - The company is also exploring AI applications, including the development of emotional support robots, to tap into new market opportunities [5][6]. Future Outlook - The company aims to maintain a user-centered approach while actively participating in the "dual-gigabit" network construction and enhancing core technologies to support telecom operators [5][6].

Group 1 - The core viewpoint emphasizes the importance of boosting consumption to expand domestic demand and strengthen the domestic circulation, with AI technology playing a crucial role in enhancing consumer engagement through customization and personalization [2][5] - The introduction of emotional companion robots like "Peipei" in elderly care facilities is highlighted as a means to address loneliness and provide emotional support, thereby improving the well-being of elderly residents [3][4] - The integration of AI with sound direction technology is reshaping acoustic experiences in various sectors, with a projected revenue increase of approximately 5 billion yuan over the next three years for companies adopting this innovation [4][5] Group 2 - The automotive industry is witnessing significant advancements in smart vehicles, with a focus on intelligent driving and AI systems, as showcased at the 21st Shanghai International Auto Show [7][9] - In the first quarter of this year, China's new energy vehicle production and sales reached 3.182 million and 3.075 million units, respectively, marking year-on-year growth of 50.4% and 47.1% [9] - The rise of smart home products is evident, with companies like Henan Xingruyu Technology Co., Ltd. experiencing a doubling of orders compared to the previous year, driven by consumer acceptance of AI-enhanced home solutions [10][11]