本报讯 （记者矫月）8月22日晚，杭州当虹科技股份有限公司（以下简称"当虹科技"）发布的2025半年 报显示，公司上半年营业收入为1.33亿元，同比增长12.70%。公司上半年盈利能力显著提升，尤其是第 二季度实现归母净利润573.70万元，同比增长130.65%。 主要受益于多模态AI大模型相关的新业务快速拓展，公司基于BlackEye多模态视听大模型技术，推出了 一系列高附加值的新产品和解决方案，在传媒文化、工业与卫星、智能网联汽车三大业务方向均实现不 同程度的落地。 半年报显示，视频技术正在赋能更多未来行业场景。比如BlackEye Vision机器人超远距离远程操控系 统，解决了机器人、机器狗、无人物流车、特种无人车辆以及有远程控制需求的各类其他无人装备必 须"人随机行"的痛点。 BlackEye Vision机器人超远距离远程操控系统则打破了物理空间的限制，比如公司近日与山西广播电视 台、黄河plus，以及杭州"六小龙"之一的杭州云深处科技有限公司联合打造了传媒业界首次跨越千里的 机器狗视角直播，通过BlackEye Vision超远距离远程操控系统，实现了远隔千里的机器狗视角实时直 播，数万观众同 ...

8月15日，杭州奥体中心内，日常巡逻任务正在有条不紊地进行着。但有些不一样的是，警用机器 狗身边，并没有操作人员的身影。原来，它的"主人"此刻正远在150公里外的浙江金华，通过远程系统 进行操控。 在金华举办的2025年全省公安新技术装备展示交流活动上，杭州市公安局滨江区分局展示 的"BlackEye Vision机器人超远距离远程操控系统"引发全场瞩目。民警通过该系统，成功实时操控百公 里外杭州奥体中心的警用机器狗，流畅完成场馆巡检任务，其精准度与实时性赢得现场观众阵阵赞叹。 据悉，此次展示的远程操控技术是"滨飞安空地一体智慧巡控体系"的核心组成部分。该体系已覆盖 滨江区72.2平方公里范围，创新性地整合无人机巡航、无人车驰援、机器人交互、机器狗处置等智能装 备，构建起"立体—智慧—体系"三位一体的数字天网。系统以智能指挥中枢为大脑，实现无人装备集群 协同作战，例如无人机可在3分钟内抵达现场进行高空震慑并回传实时画面；无人车搭载急救装备快速 增援；机器狗突破高危区域执行危险品探测任务；AR眼镜辅助警力精准锁定目标，形成全域态势感知 与处置能力。 在金华现场，民警赵俊强一边操作控制台一边向参观者介绍，"之前演 ...

Core Viewpoint - The article discusses the current bullish market in China, highlighting the significant increase in margin trading balances and the structural bull market driven by liquidity and market confidence [4][6]. Group 1: Market Overview - As of August 5, 2023, the margin trading balance in the Shanghai and Shenzhen markets reached 1.994 trillion yuan, with expectations to surpass 2 trillion yuan soon, marking a significant recovery since April [4]. - The article emphasizes a "structural bull market," where growth stocks are outperforming value stocks due to a shift in market dynamics and investor sentiment [6]. Group 2: Investment Strategies - Investors are encouraged to either follow market trends or wait for opportunities in undervalued stocks with cleared chip structures, rather than passively holding index funds [6]. - The article identifies sectors with potential for growth, such as new consumption represented by Pop Mart and the AI computing industry, particularly in optical modules and PCBs, as well as innovative pharmaceuticals [6]. Group 3: Fund Management Insights - Ping An Fund's recent announcement regarding redemption fee discounts for specific bond funds has sparked controversy, as it primarily benefits institutional investors while excluding most retail investors [7][9]. - The fund's A-share holdings are heavily concentrated, with 99.63% held by institutional investors, raising concerns about liquidity risks in case of large redemptions [9][10]. Group 4: Sector Performance - The article notes that the A-share market saw collective gains across major indices, with significant trading volumes and numerous stocks hitting their daily limits [12]. - The robotics sector is highlighted as a strong performer, driven by multiple catalysts and favorable news, including product launches and government initiatives [12][13]. Group 5: Industry Trends - The global platinum market is experiencing a price surge due to rapid inventory depletion, with prices rising 45% year-to-date [17]. - The express delivery industry is undergoing a price increase, with new minimum pricing regulations implemented in Guangdong province [18].