AI不只是应用工具，已经开始帮助人类攻克基础科学的"卡脖子"问题。 文|《中国企业家》见习记者 孙欣 记者 王怡洁 见习编辑|李原 编辑|何伊凡 图片来源|受访者 "如果公司是艘在深海中探索的船，我是最不能跳船那个人。"深度原理总部位于杭州，其创始人贾皓钧 将自己的办公室命名为"哥伦布"。在他看来，在AI for Science这个全新的风口创业，无异于"哥伦布探 索新大陆"。 成立一年多时间以来，深度原理正在研发、融资和商业化上一路狂奔。贾皓钧每天早上会保持五到十分 钟的深度思考，盘点目前公司有哪些风险，以及下一个目标在哪里。这个习惯，从2023年贾皓钧创业时 开始。那时他正在麻省理工学院（以下简称MIT）攻读博士学位。 AI for Science（科学智能，行业简称"AI4S"），意指用AI来做新的科学发现。2023年，美国贝克团队与 谷歌DeepMind开发的深度学习模型"RFdiffusion"问世，该模型预测了约2亿个蛋白质结构，并可一键设 计和生成蛋白质。2024年，诺贝尔化学奖被授予了贝克团队和DeepMind团队。 同一年，贾皓钧正式创立深度原理，团队基于生成式AI和第一性原理的融合，将AI ...

Group 1 - The Shenzhen Stock Exchange's Listing Review Committee approved Shandong Chunguang Technology Group Co., Ltd. for its initial public offering, allowing it to list on the ChiNext board [1] Group 2 - Chunguang Group specializes in the research, production, and sales of soft magnetic ferrite powder, and has extended its business to soft magnetic ferrite cores, electronic components, and power supplies [2] - The company has established a strong technical and industrial development advantage in the manganese-zinc soft magnetic ferrite materials sector, becoming one of the few manufacturers capable of large-scale supply of stable quality and excellent performance soft magnetic ferrite materials [2] - Chunguang Group has received multiple prestigious honors, including being recognized as a national manufacturing single champion enterprise and a leading enterprise in Shandong's "Top Ten" industrial clusters [2] - The company has built high-level technology innovation platforms, including a national postdoctoral workstation and various provincial technology centers, and has undertaken several national and provincial-level research projects [2]

当AI发展正从算力建设转向应用落地，一键布局"算力+AI应用"的创业板人工智能ETF（159363）及场 外联接（A类023407、C类023408），更直接受益于AI技术商业化爆发的增长红利。从赛道看，创业板 人工智能约六成仓位布局算力（光模块龙头+IDC龙头），约四成仓位布局AI应用，不止是"算力"核 心，也是真正的"AI应用"代表。 周五（2月6日），A股缩量盘整，创业板人工智能午后翻绿收跌，算力、AI应用双双走低。成份股大面 积飘绿，AI应用龙头昆仑万维领跌超7%，光模块龙头新易盛下跌5%，中际旭创下跌4%；IDC算力租赁 方向相对活跃，铜牛信息、奥飞数据盘中均拉升超5%。 热门ETF方面，双线布局"算力+AI应用"的创业板人工智能ETF（159363）场内收跌1.95%，日线三连 跌，单日缩量成交5.66亿元。单周来看，科技风格回调明显，创业板人工智能ETF（159363）周线十连 阳后首阴，短期调整或属正常技术回踩，中长期产业趋势未变，可关注逢跌布局机会。 IDC算力租赁方面，千问APP因春节活动高峰出现服务卡顿，暴露算力瓶颈，国产算力机会显现！消息 面上，据智通财经报道，阿里千问APP"春节30 ...

近日，硅谷知名创业孵化器 Y Combinator 发布了 2026 年春季创业赛道指南（RFS）。作为全球最具影响力的创业加速器，这一传统旨在让创业者窥见 YC 希望他们解决的下一代问题。 RFS 的传统可以追溯到 2008 年左右。每年 RFS 的变化都预示着风口，很多想法直接来自 YC 内部合伙人或创始人的一线观察。比如 2021 年全是 Web3 和远程协作，2023 年是生成式 AI。 像 Cursor 和Claude Code这样的工具，在目标明确的情况下，能极大地提升构建软件的效率。但在现实的商业世界里，最难的其实不是怎么把东西造出 来，而是搞清楚到底该造什么。很多公司折腾了半年，最后发现做出的功能根本没人用，这才是最大的浪费。 长期以来，决定做什么这件事一直高度依赖产品经理（PM）的大脑。PM 需要从成百上千小时的用户访谈录音、乱七八糟的后台数据和堆积如山的市场 反馈中，像大海捞针一样找出用户的真实痛点。然后，他们得熬夜写出长达几十页的产品需求文档，再拆成一个个任务丢给程序员。 YC 认为，这种方式现在已经过时了。 他们提出要做一个"产品管理领域的 Cursor"。用户上传客户访谈记录和产品使 ...

Core Insights - OpenClaw has gained significant attention and investment interest, marking a shift from a personal open-source project to a commercial venture [2][3] - The project has seen exponential growth in popularity, with GitHub stars increasing from over 100,000 to 171,000, making it the fastest-growing open-source AI agent project [2] - The success of OpenClaw indicates a new entrepreneurial direction in the AI field, where understanding user needs and integrating AI capabilities into workflows is crucial [4] Group 1: OpenClaw's Development and Features - OpenClaw has validated three key directions: transforming AI from merely "chatting" to "doing tasks," allowing users to execute commands directly through messaging platforms [3] - The open-source nature of OpenClaw enables developers to create Skills plugins, rapidly expanding its capabilities and attracting hundreds of thousands of contributors [3] - The architecture of OpenClaw supports persistent memory and state management, allowing it to remember previous commands and execute tasks across sessions, evolving it into a continuous digital assistant [3] Group 2: Entrepreneurial Opportunities and Market Implications - Potential entrepreneurial directions identified include integrating OpenClaw with smart glasses, developing autonomous credit systems for AI agents, and creating a physical execution layer for AI [3] - The rapid rise of OpenClaw suggests that the ability to quickly understand user needs and convert AI capabilities into actionable workflows will be a competitive advantage in the AI industry [4] - There are concerns regarding the safety, technical design flaws, and ethical implications of OpenClaw, with some industry experts viewing it as a "toy" rather than a fully functional tool [4]

Core Insights - OpenClaw has gained significant attention and investment interest, transitioning from an open-source project to a commercial venture, as indicated by the call for entrepreneurs to join the initiative [2][3] - The project has demonstrated three key functionalities: transforming AI from merely answering questions to executing tasks, allowing for the integration of additional skills through plugins, and enabling persistent memory for ongoing task execution [3][4] Group 1 - OpenClaw's rapid growth is evidenced by its GitHub stars increasing from over 100,000 to 171,000, marking it as the fastest-growing open-source AI project [2] - The initiative is seen as a signal that a new entrepreneurial direction is emerging in the AI sector, where developers can validate new technologies before scaling them into products [2][3] - The project allows users to issue commands via messaging platforms, enabling AI to perform tasks such as managing emails and writing code, thus expanding its utility beyond simple interactions [3] Group 2 - The open-source nature of OpenClaw facilitates a growing ecosystem of developers and contributors, with hundreds of thousands already involved in creating Skills plugins [3] - Potential entrepreneurial directions identified include integrating OpenClaw with smart glasses, developing autonomous credit systems, and creating AI agents capable of executing tasks in the physical world [3][4] - Industry experts emphasize the importance of understanding user needs and integrating AI capabilities into workflows, highlighting a shift in product development strategies [4]

Core Viewpoint - The "One Product, One Broadcast" initiative in Linzhang County, Hebei Province, aims to engage local college students in the e-commerce industry, fostering their entrepreneurial spirit and connection to their hometowns through hands-on experience and education [4][8]. Group 1: Event Overview - A joint effort by the "One Product, One Broadcast" working group and the Youth League Committee of Linzhang County organized an industry development observation and study activity for over 30 local college students [1]. - Students participated in visits to local production enterprises, gaining insights into the e-commerce industry, including product selection, supply chain management, live streaming promotion, and logistics [4][6]. Group 2: Educational Activities - The program included practical experiences such as live streaming sales, allowing students to apply their knowledge in real-world scenarios [6]. - Students engaged in discussions about local products, enhancing their understanding of the market and potential business opportunities [5]. Group 3: Future Plans - Linzhang County plans to continue developing the "One Product, One Broadcast" platform, providing comprehensive practical positions for students and supporting youth in connecting with industry resources and incubating entrepreneurial projects [8].

Core Insights - Wang Huiwen, co-founder of Meituan, is focusing on the AI application Clawdbot (now renamed OpenClaw), which has gained significant attention in early 2026 [1][2] - Clawdbot is an agent framework that operates locally on devices, allowing for a wide range of tasks, but it also poses risks due to its unrestricted operation [3][4] Group 1: Clawdbot Overview - Clawdbot is considered one of the most attractive AI applications at the start of 2026, developed by Austrian developer Peter Steinberger [2] - The framework allows users to execute complex tasks based on local data and instructions, making it versatile for various business operations [3][4] - The name change from Clawdbot to OpenClaw was made to avoid trademark issues with Claude [2] Group 2: Market Response and Competition - The rapid success of Clawdbot has led to the emergence of similar products from companies like Alibaba and Baidu, as well as new startups seeking funding based on the Clawdbot concept [3][4] - The AI Coding platform Trickle quickly developed a version of Clawdbot called HappyCapy, which gained over 900,000 interactions on social media shortly after launch [3] Group 3: Insights from Industry Experts - Sun Linjun, CEO of Shizai Intelligent, noted that the focus should shift from controlling AI to allowing it to operate freely, highlighting the potential for innovation [6][11] - He emphasized the importance of local deployment for agents, as many users require software to operate on local systems rather than in the cloud [23][25] - Sun also pointed out that while Clawdbot has innovative features, it still faces challenges regarding stability and data completeness in task execution [31][32] Group 4: Future Trends and Challenges - The evolution of agents is moving towards greater local execution capabilities, as seen in the transition from GPTs to Manus and now to Clawdbot [28][29] - There are concerns about the controllability of Clawdbot, especially in business contexts where data security is paramount [38] - The future of Clawdbot may involve expanding its capabilities to interact with various hardware devices, potentially transforming how tasks are executed [35][36]

Core Insights - The Chinese AI market is expected to be highly competitive in 2026, with major players like Alibaba, Tencent, and ByteDance vying for dominance [2][58] - Alibaba's strategic investment in "Qianwen" and Tencent's aggressive marketing tactics, such as distributing "Yuanbao red envelopes," are significant moves in this competitive landscape [2][58] - ByteDance is positioned as a formidable competitor, having established a leading presence in the AI to consumer (AI To C) market and holding substantial user traffic [2][58] Group 1: Competitive Landscape - The competition in the AI sector is likened to previous major battles in ride-hailing, payments, and food delivery, indicating its critical importance [3][58] - The "AI Six Tigers" have reached a pivotal moment with recent IPOs and funding rounds, necessitating a focus on self-sustainability and differentiation in their business models [3][59] - The urgency for these companies to find unique commercial paths is emphasized, as the current market lacks mature business models [4][60] Group 2: Business Models and Commercialization - Various business models are emerging, including subscription and advertising for consumer services, API sales for businesses, and performance-based pricing [4][60] - The AI application space is seen as the most promising for startups, with aspirations to achieve significant revenue and acquisition by larger firms [4][60] - The current state of AI commercialization is still in exploration, with no single model deemed fully mature yet [4][60] Group 3: Company Strategies - ByteDance's decision to prioritize multi-modal capabilities and its recruitment of top talent are crucial for maintaining its competitive edge [6][64] - Alibaba's "Qianwen" aims to serve as both a consumer-facing AI entry point and a foundational AI capability platform for its diverse business units [10][69] - Tencent's strategy involves refining its product offerings and clarifying the roles of its various platforms, such as WeChat and Yuanbao, to enhance user experience [13][75] Group 4: Future Trends and Challenges - The AI market is expected to see significant growth, with opportunities for new entrants to carve out niches in vertical markets [29][31] - The need for companies to adapt quickly to user demands and iterate on their products is highlighted as a key factor for success [11][70] - The integration of AI capabilities into existing services and the development of personalized user experiences are critical challenges for all major players [18][78]

Core Inquiry Overview - The company, Guangzhou Huigu New Materials Technology Co., Ltd., is applying for an initial public offering (IPO) on the ChiNext board, with the Shenzhen Stock Exchange issuing an inquiry letter on July 19, 2025, addressing 15 core questions across various dimensions including business, technology, shareholders, and finance [1]. Business and Growth Potential - The inquiry seeks to clarify the high technical barriers in the coating materials industry, the company's revenue and market share in these segments, and the sustainability of growth in new fields such as renewable energy and electronics [5]. - The company is required to disclose the market space and market share of various coating materials, estimating figures where public data is unavailable [5]. - The inquiry emphasizes the need to analyze the reasons behind rapid revenue growth in new sectors and the sustainability of these driving factors [5]. Technological Advancement and Innovation - The inquiry requests an explanation of the company's core technology features, customer needs, and application scenarios, as well as an analysis of industry technical barriers and competitive substitution risks [5]. - The company must disclose the curing methods of various coating materials and their impact on product processes and R&D directions [5]. - The relationship between R&D projects and main business activities, including whether R&D is order-related and the financial implications of R&D investments, is also under scrutiny [5]. Shareholder and Historical Background - The inquiry seeks to clarify the historical background of the actual controller and partnerships, as well as the relationship between the company's core technology and the Guangdong Province Steel Research Institute [5]. - It is necessary to verify the complete resolution of historical shareholding issues and any potential disputes related to shareholding arrangements [5]. Business Divestiture and Related Transactions - The inquiry examines the necessity and fairness of prices in ongoing related transactions following the divestiture of functional materials, ensuring the authenticity of the business separation [5]. - The rationale behind leasing and subsequently purchasing real estate from Guangzhou Henghui is questioned, along with the fairness of the lease and transfer prices [5]. Revenue and Major Clients - The inquiry requires a breakdown of sales amounts and basic information for the top five clients across four application areas, analyzing sales volume changes and their correlation with downstream industry conditions [10]. - The company must explain the pricing mechanisms with major clients, including any annual reductions or tiered pricing clauses [10]. Raw Material Procurement and Cost Structure - The inquiry requests an analysis of the reasons behind changes in the procurement prices of major raw materials and their fairness [7]. - The company is required to disclose the basic information of major suppliers and analyze the reasons for changes in procurement amounts [7].