根据财经报道，国内人形机器人头部企业宇树科技正与蚂蚁集团、中国移动洽谈战略投资事宜。此次融资为定向增发，估值维持上一轮80亿元水平。值得 关注的是，这将是阿里系首次投资宇树科技。 作为全球四足机器狗市场占有率近70%的领军企业，宇树科技自2020年起持续盈利，其人形机器人产品G1更以9.9万元的亲民价格引发行业震动。中国移 动的入局，将为宇树带来丰富的政企客户资源及商业化场景。 这轮融资背后，折射出人形机器人赛道的投资热潮。数据显示，今年以来该领域融资事件频发：成立仅50天的它石智航估值已达数亿美元；维他动力在成 立100天内完成两轮共2亿元融资。 然而，市场对行业泡沫的担忧也随之升温。近期，投中网对金沙江创投主管合伙人朱啸虎的访谈，朱啸虎分享了金沙江创投的投资策略、对热门赛道的看 法、对 AI 应用的见解以及对未来就业影响的思考等内容， 其中最吸引人眼球的是其声称"我们正批量退出人形机器人公司。""共识集中但商业化不明"。 朱啸虎在投资界被称为最会退出的投资人，其最出名的就是从ofo等埋葬众多知名投资机构的明星项目中成功退出，并赚取不错的回报。 对此，经纬创投合伙人张颖在朋友圈回应："机器人领域蓬勃发展，大 ...

每经编辑 张锦河 4月1日，有媒体报道称，机器人独角兽公司宇树科技计划引入新投资方，包括蚂蚁集团和中国移动，目前还在沟通具体投资份额。知情人士 称，此次融资并非一轮完整的新融资，是定向给具体的投资方开放少部分份额。 据新京报贝壳财经，对此，宇树科技创始人王兴兴回应记者，"新闻不实"。 宇树科技发布Dex5灵巧手 4月1日，宇树科技官博更新视频，发布Unitree Dex5灵巧手。据介绍，该灵巧手具备单手20自由度（16主动+4被动），能柔顺丝滑反向驱动 （直接本体力控），以及单手94个灵敏触点。 直播过程中，G1作为主播讲解了商品，带货的产品则是宇树科技旗下GO2机器狗，售价为9997元起。 通过拟人化的表达方式，G1向观众详细介绍了宇树科技的明星产品—"机器狗GO2"，还展示了握手、拜年、跳跃等令人惊艳的动作。 除了承担带货职责外，机器人主播还与人类主播进行了有来有往的"人机互动"。直播中，G1能够机智应对即兴提问，网友戏称其为"高情商 机器人"。 罗永浩感叹道："机器人成精了，要抢我们主播的饭碗了！" 见证G1的能力后，交个朋友副总裁崔东升开玩笑称："罗老师，您看是不是明天就可以让他签合同入职了？"罗永浩 ...

中国国际金融股份有限公司、中信证券股份有限公司 关于中国移动有限公司 首次公开发行A股股票并上市之 保荐总结报告书 经中国证券监督管理委员会（以下简称"中国证监会"）《关于核准中国移动 有限公司首次公开发行股票的批复》（证监许可〔2021〕3902 号）核准，中国移 动有限公司（以下简称"中国移动"或"公司"）首次公开发行普通股（A 股） 股票的每股发行价为人民币 57.58 元，初始发行数量为 845,700,000 股（行使超 额配售选择权之前），行使超额配售选择权后最终发行数量为 902,767,867 股。本 次发行最终募集资金总额为 51,981,373,781.86 元，扣除发行费用 607,494,314.12 元后，募集资金净额为 51,373,879,467.74 元。 中国国际金融股份有限公司（以下简称"中金公司"、"联席保荐机构"）、中 信证券股份有限公司（以下简称"中信证券"、"联席保荐机构"）担任中国移动 本次 A 股发行的联席保荐机构，于上市之日起对公司进行持续督导工作，持续 督导期至 2024 年 12 月 31 日止。截至目前，持续督导期已届满，现根据《证券 发行上市保荐业务管 ...

【投资要点】 经营业绩稳健，2024 年营收/净利润分别同比+3.1%/+5.0%。2024 年公司实现营收10408 亿元，同比 +3.1%，其中通信服务收入达到8895亿元，同比+3.0%。总连接数达到36.70 亿，净增3.16 亿。CHBN 中 HBN 收入占通信服务收入的45.6%，同比+2.4pct。数字化转型收入2788亿元，同比+9.9%，占通信服务 收入的31.3%，同比+1.9pct。股东应占利润为1384 亿元，同比+5.0%，对应每股盈利为6.45 元； EBITDA为3337 亿元，占通信服务收入的37.5%，盈利能力继续保持国际一流运营商领先水平。自由现 金流为1517 亿元，同比+22.9%。 CHBN 统筹发展，规模价值经营持续深化： 1） 个人市场：营收4837 亿元，同比-1.3%，移动客户净增1332 万户突破10 亿户，其中5G 网络客户净 增0.88 亿户至5.52 亿，透率达到55.0%，移动ARPU 为48.5 元，保持行业领先；2） 家庭市场：营收 1431 亿元，同比+8.5%，家庭宽带客户净增1405万户至2.78 亿户，其中千兆家庭宽带客户同比+25.0% ...

Group 1 - The forum focused on the theme of "Consolidating Electrification, Advancing Intelligence, Achieving High-Quality Development" and discussed the global and Chinese electric vehicle development trends, intelligent connected vehicle trends, and the integration of vehicle-road-cloud systems [1] - China Mobile's representative emphasized the "Four Integrations" technology framework, which includes 5G computing network innovations and new model explorations for vehicle-road-cloud integration applications [2][3] - The forum highlighted the need for intelligent upgrades in infrastructure to support the era of intelligent driving in China, with a focus on practical implementations in smart cities and services for intelligent cabins and driving [2] Group 2 - China Mobile is developing a high-cost performance network solution based on 5G and C-V2X integration, along with multi-level collaborative AI computing infrastructure to empower vehicles [2] - The company proposed a collaborative approach between operators and government to build a unified computing network infrastructure and explore intelligent interaction systems between vehicles and cities [2] - China Mobile aims to provide innovative momentum for the high-quality development of the vehicle-road-cloud industry by leveraging its role as a leading operator in new infrastructure construction [3]

Group 1 - The core point of the article is that China Mobile Communication Group Shaanxi Co., Ltd. has applied for a patent related to a method for classifying the difficulty of maintaining network resources, which aims to improve the accuracy of maintenance cost calculations [1][3] Group 2 - China Mobile Communication Group Shaanxi Co., Ltd. was established in 2002 and is located in Xi'an, primarily engaged in telecommunications, broadcasting, television, and satellite transmission services [2] - The company has a registered capital of 317,126.74 thousand RMB, which is also its paid-in capital [2] - The company has made investments in 2 enterprises, participated in 5,000 bidding projects, and holds 23 trademark records and 285 patent records [2]

Core Points - The forum on micro-short dramas and ecological health development was held in Chengdu as part of the 12th China Network Audio-Visual Conference, where China Mobile Migu Digital Media Co., Ltd. launched a copyright service platform for micro-short dramas [1] - Migu has been focusing on copyright protection since 2017, establishing a copyright service workstation in Zhejiang Province, completing over a thousand copyright registrations, and providing services for more than ten thousand works [2] - Migu is actively involved in the micro-short drama industry, leveraging its experience in online literature to support copyright protection and promote healthy industry development [3] - The company employs a comprehensive copyright monitoring strategy, utilizing a self-controlled monitoring and rights protection system to combat infringement in short dramas [4] - Migu aims to continuously innovate and upgrade copyright protection technologies to provide more comprehensive and efficient services for the short drama industry [4]

Core Insights - The twelfth China Network Audio-Visual Conference was held in Chengdu, focusing on enriching the spiritual and cultural life of the elderly through micro-short dramas [1] - China Mobile Migu Media plans to launch a micro-short drama titled "Evening Sun Warm Courtyard," which addresses the conflicts in elderly care perspectives among three generations [2] - Migu Media is leveraging the "micro-short drama+" model to innovate content and create social value across various sectors, including elderly care, science popularization, and cultural tourism [3] Group 1 - The initiative aims to implement the concept of "providing for the elderly" through creative storytelling that resonates with the elderly community [1][2] - The micro-short drama "Evening Sun Warm Courtyard" will explore traditional family care versus new community care models, promoting intergenerational healing [2] - Migu Media's strategy includes expanding its ecosystem in the micro-short drama sector with diverse themes and innovative approaches to drive high-quality industry development [3] Group 2 - Migu Media has responded to national broadcasting authority initiatives, with several works selected for the "Travel with Micro-Short Dramas" program, boosting local tourism [4] - The pet-themed short drama "Little Dog Laifu" achieved over 400 million views and was recognized as one of the best in its category [4] - The company is focusing on creating a win-win situation between social benefits and commercial value through various thematic micro-short dramas [4]

Core Viewpoint - The article discusses the role of China Mobile Migu in promoting science popularization through innovative short video formats, particularly focusing on the integration of science fiction literature and short dramas to enhance public understanding of scientific knowledge [3][4][5]. Group 1: Event Overview - The 12th China Network Audio-Visual Conference was held in Chengdu, focusing on the theme "Empowering Audio-Visual, Science Popularization Future" [1]. - Migu's Deputy General Manager, Ma Liyong, participated in a roundtable discussion with leaders in the science popularization field and audiovisual platform representatives [2]. Group 2: Migu's Strategy in Science Popularization - Migu has been deeply involved in the online literature industry for 10 years, with over 20,000 signed authors and more than 20,000 full copyright works, particularly in the science fiction genre [4]. - The company has initiated various science fiction writing competitions and collaborated with the China Science Writers Association to promote original science fiction works [4]. - Starting in 2023, Migu is implementing a dual-track model combining online literature and short dramas, leveraging its strengths to build a sustainable ecosystem for science popularization [5]. Group 3: Addressing Challenges in Science Communication - Current science popularization content is often niche and difficult for audiences to relate to; Migu's short dramas aim to overcome this by utilizing engaging storytelling and quick pacing to make scientific concepts more accessible [6]. - Migu focuses on K12 education and the elderly demographic, promoting science content through various media forms in settings like schools, hospitals, and libraries [6]. Group 4: Collaborative Projects - Migu plans to collaborate with brain science experts to create a benchmark science short drama titled "Returning to the Three Kingdoms as a Famous Doctor," which aims to educate viewers on medical knowledge through an engaging narrative [7]. Group 5: Future Directions - Migu is responding to national initiatives by producing a series of high-quality short dramas, including successful titles that have garnered significant viewership, thus achieving both social impact and commercial value [8]. - The company aims to continue leveraging its strengths in producing quality short dramas to broaden the reach of science content from niche audiences to the general public [8].

Core Insights - The 12th China Network Audio-Visual Conference was held in Chengdu, featuring a forum on the international dissemination of micro-short dramas [1][2] - China Mobile Migu Media's micro-short drama "I Am a Hero in Paris" won third place at the 2024 International Micro-Short Drama Competition [3] Group 1: Market Expansion and Content Strategy - Migu has established partnerships with 20 platforms and institutions, covering markets including Chinese communities, North America, Japan, South Korea, Southeast Asia, and Arabic-speaking regions, offering over 3,000 quality works, including approximately 200 micro-short dramas [4] - Migu has signed nearly 20,000 quality authors and has incubated over 20,000 full copyright novels, focusing on high-quality script development and content output [4] Group 2: Challenges and Strategic Upgrades - The micro-short drama industry faces challenges such as piracy, cultural integration, and intense international competition [5] - Migu plans to enhance its overseas strategy by strengthening international operator cooperation, expanding differentiated market outreach, and leveraging technology for innovation [5][6] Group 3: Technological Innovation - Migu has developed an intelligent closed-loop ecosystem for creation, production, distribution, and feedback, incorporating AI technologies in various stages of the micro-short drama process [6] - Future investments will focus on AI integration in translation, overseas creation, promotional material generation, and international distribution to ensure high-quality development of micro-short content abroad [6] Group 4: Industry Impact - Migu's innovative strategies and practical achievements in the micro-short drama sector provide new insights for industry development, promoting deeper cultural exchange and resonance globally [7]