三星单季利润暴增208%；京东成立新事业部丨科技风向标

21世纪经济报道01-09

21世纪经济报道新质生产力研究院综合报道　　早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起看看吧。　　【巨头风向标】　　京东成立新业务部，承接AI事务　　记者了解到，近日，京东成立了“变色龙业务部”，全面承接JoyAI App、JoyInside、数字人等核心AI产品的打造与商业化。此次调整意味着，京东在推动围绕AI的产品打造及商业化上迈出了关键...

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APP（他她它）结合京东完整的供应链生态落地，成为用户的超级个人助手与生活搭子；京东JoyInside平台已与40余家头部机器人和AI玩具品牌实现技术对接，为智能终端植入高情商“大脑”；京东数字人深入应用于直播、客服、文旅、品牌代言、赛事解说、名人分身等多场景放。　　Qwen3-VL-Embedding系列上新　　1月8日，通义千问在官微宣布，推出Qwen家族的最新成员：Qwen3-VL-Embedding和Qwen3-VL-Reranker模型系列。这些模型基于我们最近开源的Qwen3-VL模型构建，专为多模态信息检索和跨模态理解场景设计。　　国内首个海上回收复用火箭基地开工　　1月7日上午，箭元科技中大型液体运载火箭总装总测及回收复用基地项目开工仪式在杭州钱塘区开工。这是国内首个聚焦海上回收复用火箭的规模化制造与生产基地，也是杭州市首个火箭总装项目。项目总投资达52亿元，一期规划用地108亩，建成后将具备年产25发“元行者一号”火箭的规模化制造能力。根据计划，2026年8月底，“元行者一号”火箭将在该项目基地开始总装测试。年底，首枚冠名“钱塘号”的火箭将执行首次飞行及回收任务。　　商务部回应审查Meta收购Manus　　商务部8日举行例行新闻发布会，商务部新闻发言人何亚东在回应有关审查Meta收购人工智能平台Manus的提问时说，中国政府一贯支持企业依法依规开展互利共赢的跨国经营与国际技术合作。需要说明的是，企业从事对外投资、技术出口、数据出境、跨境并购等活动，须符合中国法律法规，履行法定程序。商务部将会同相关部门对此项收购与出口管制、技术进出口、对外投资等相关法律法规的一致性开展评估调查。　　何小鹏：今年规模量产人形机器人　　2026小鹏全球新品发布会上，董事长何小鹏透露，2026 年，小鹏汽车将迎来物理AI的落地与规模量产，正式开启从技术探索向实践应用的关键跨越：2026年第一季度第二代VLA上车；2026年开启运营Robotaxi；2026年规模量产人形机器人；2026年规模量产飞行汽车。　　领益智造：已累计完成超5000台人形（具身）机器人硬件/整机组装服务　　领益智造在互动平台表示，截至2025年11月底，公司已累计完成超5000台人形（具身）机器人硬件/整机组装服务，覆盖整机、灵巧手、关节模组等全链条核心模块。公司定位为“三位一体”的具身智能，专注核心零部件、总成研发设计；打造全方位硬件服务；为机器人提供完备的工业应用场景落地开发。　　小米前高管王腾成立新公司　　1月8日，小米前中国区市场部总经理王腾发文称，从小米离开后开始筹备创业，最近新公司已经成立，公司取名为“今日宜休”，目标是通过研发睡眠健康相关的产品。王腾表示，目前已经组了一个初创团队，核心成员主要来自小米、华为等头部科技大厂。　　【最芯见闻】　　三星单季利润暴增208%　　受益于AI服务器需求激增引发的存储芯片价格上涨，三星电子业绩表现强劲。1月8日，三星发布的初步业绩显示，2025年第四季度公司营业利润同比暴增208.2%至20万亿韩元（约合138亿美元），远超市场预期的17.8万亿韩元；销售额同比增长22.7%至93万亿韩元，亦高于预期的90.6万亿韩元。这也是三星电子成立以来，单季度营业利润首次突破20万亿韩元里程碑。受存储芯片需求的长期利好拉动，三星股价半年来累计上涨超128%。　　摩尔线程：正式发布开源大模型分布式训练仿真工具SimuMax的1.1版本　　摩尔线程近日正式发布开源大模型分布式训练仿真工具SimuMax的1.1版本。该版本在完整继承v1.0高精度仿真能力的基础上，实现从单一工具到一体化全栈工作流平台的重要升级，为大模型训练的仿真与调优提供系统化支持。本次更新聚焦三大核心创新：用户友好的可视化配置界面、智能并行策略搜索，以及融合计算与通信效率建模的System-Config生成流水线。新版本同时提升了对主流训练框架Megatron-LM的兼容性，并增强了对混合并行训练中复杂通信行为的建模精度，使仿真环境更贴近真实生产场景。　　东芯股份：砺算科技已完成工商变更登记手续　　东芯股份公告称，砺算科技（上海）有限公司已完成工商变更登记手续，并取得营业执照。公司已根据与砺算科技签署的增资协议约定，向砺算科技支付增资款2.11亿元。本次增资完成后，公司持有砺算科技约35.87%的股权。本次交易存在投后管理风险、标的公司的业务风险等，敬请广大投资者注意投资风险。　　富士电机与博世宣布联合开发标准化SiC模块　　日本功率器件巨头富士电机（Fuji Electric）与德国汽车零部件一级供应商博世（Bosch）宣布，双方已达成深度合作协议，将共同致力于开发具有机械兼容性（mechanically compatible）的碳化硅（SiC）功率模块。这一举措主要针对处于爆发增长期的电动汽车（EV）逆变器市场，旨在通过制定统一的物理封装标准，打破长期以来困扰车企的单一供应商依赖困局。　　【上市资本流】　　黑芝麻智能拟发行股份筹资5.69亿港元　　黑芝麻智能在香港交易所公告称，同意以每股18.88港元的价格发行3010万股股份。发行价格较周四收盘价折让约13.2%。发行股份约占扩大后已发行股份的4.5%。公司将募资约5.69亿港元，用于并购和投资，主要投资领域为人工智能芯片、半导体产业链、机器人及相关先进技术领域的优质公司或资产。所得款项还将用于一般营运资金用途。　　中微公司：第二大股东巽鑫投资、董事长尹志尧拟合计减持不超2.05%公司股份　　中微公司公告称，巽鑫（上海）投资有限公司持有公司6847.39万股股份，占总股本的10.94%，计划自公告披露之日起15个交易日后的3个月内，通过集中竞价或大宗交易方式减持不超过1252.29万股，即不超过公司总股本的2%，减持原因为自身经营管理需要。董事长、总经理尹志尧因已从外籍恢复为中国籍，为依法办理相关税务需要，计划自公告披露之日起15个交易日后的3个月内，通过集中竞价方式减持公司股份不超过29万股，占公司总股本比例不超过0.046%。　　北方长龙：拟购买顺义科技51%股份预计构成重大资产重组　　方长龙公告称，拟以支付现金方式购买沈阳顺义科技股份有限公司51.00%的股份，如交易顺利完成，顺义科技将成为公司的控股子公司。本次交易预计构成重大资产重组，不涉及发行股份，不构成关联交易，也不会导致公司控股股东和实际控制人发生变更。目前，公司与标的公司股东签署了《支付现金购买资产意向协议》。　　【潮新品】　　一加发布新系列，进入2000元以内市场　　1月8日，一加Turbo 6系列发布，这标志着在数字系列、Ace系列之后，一加正式开启全档位产品布局。一加中国区总裁李杰在发布会上表示：一加2025年的销量增速达44%，大幅领先于行业其它品牌。作为开山之作，一加Turbo 6搭载了同档唯一第四代骁龙8s风驰版移动平台，写入独家自研“风驰游戏内核”，配备同档唯一165Hz超高帧游戏体验、9000mAh冰川电池与80W超级闪充组合。同时发布的一加Turbo 6V搭载同档唯一第四代骁龙7s移动平台，电池和防尘防水配置与一加Turbo 6一致。一加Turbo 6国补后1784元起，一加Turbo 6V国补后1444元起。（文章来源：21世纪经济报道）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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