英伟达官宣CPO两大投资；iPhone 17e发布升杯没涨价 | 科技风向标

21世纪经济报道03-03

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】　　英伟达官宣涉CPO两大合作　　英伟达和Coherent宣布达成战略协议，旨在推进先进光学技术的前沿发展，包括制造能力和研发。这项非独家协议包括英伟达数十亿美元的采购承诺，以及未来获取先进激光和光网络产品的渠道和产能使用权。此外，...

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　　小米机器人进汽车工厂“实习”　　小米集团创始人、董事长兼CEO雷军3月2日宣布了小米机器人业务的最新进展：小米人形机器人已经开始在汽车工厂“实习”。“我们在通用VLA基座模型Xiaomi-Robotics-0的基础上，结合多模态感知能力和强化学习技术，小米人形机器人初步实现了在自攻螺母上件工站、料箱搬运等场景的自主工作。”雷军称，机器人平均无故障时间、单次任务成功率等关键指标都在稳步提升，围绕更多经典工站的实际部署与验证工作也在持续推进中。据悉，小米人形机器人在自攻螺母安装工站实现连续3小时自主作业，安装成功率达90.2%，同步满足76秒产线节拍。　　iPhone 17e发布，未涨价存储还升杯了　　苹果发布本周首波新品——iPhone 17e和iPad Air M4，起售价分别为4499元和4799元，3月11日正式发售。对比上一代，外观上，iPhone 17e几乎完全延续iPhone 16e设计，正面采用刘海屏，背后单镜头，依旧是6.1寸大小。iPhone 17e的升级主要在内部配置，搭载最新A19处理器，但对比iPhone 17少了一个GPU核心。更吸引人的可能是内存配置，iPhone 17e的256G版本售价4499元起，与iPhone 16e的128G版本起步价一致，倘若叠加国补，新版价格预估有望为3999元起。　　魅族高管更新接下来规划　　星纪魅族集团中国区CMO万志强在魅族京东自营店进行直播，期间透露了部分有关魅族未来的规划：魅族22、魅族Note 16系列、魅族Lucky 08仍在正常售卖，后续也不会涨价；魅族23已完成开发，但不会面向市场发售；魅族22的1TB版本官方渠道已售罄，魅族22归航版也所剩不多；后续Flyme系统不会再推出大版本更新，但会提供基本维护。　　豆瓣就错误发放满200减200优惠券致歉　　3月2日凌晨，由于豆瓣系统出现漏洞，不少用户领取到了豆瓣豆品“满200减200”的大额优惠券，“豆瓣薅羊毛”相关话题引发关注，随后商品被抢购一空。当日下午，豆瓣官方发布致歉信称，因运营失误导致3月2日凌晨豆品店铺促销活动“满200减20”变成了“满200减200”，产生大量异常订单。豆瓣表示无法承受此次远低于成本价销售的异常订单造成的巨额损失，将对当日00:00~10:00期间产生的所有异常订单进行自动退款处理。　　滴滴自动驾驶成立深穹远航实验室　　近期，滴滴自动驾驶成立深穹远航实验室（DiDi Voyager Labs）。依托该实验室，滴滴自动驾驶率先与清华大学李升波教授课题组达成产学研深度融合专项合作。双方将聚焦多模态大模型、世界模型、强化学习等前沿方向，共同推动多模态端到端自动驾驶技术突破与产业落地。　　阿里巴巴大模型品牌统一为千问　　千问大模型官方发文称，阿里巴巴AI的总称和核心品牌统一为千问，千问大模型（Qwen）涵盖基础大模型与专业领域模型，千问APP是在C端的旗舰AI应用。统一名称之后，阿里巴巴大模型品牌中文为“千问大模型”，英文为“Qwen”，“通义实验室”为阿里巴巴集团旗下AI机构的组织名称。QuestMobile数据显示，千问在春节期间DAU达到7352万，以940%增幅居国内AI应用首位。　　中兴通讯完成全球首个C+L全频一体化1.6Tbps现网试验　　近日，土耳其电信联合中兴通讯在伊斯坦布尔完成全球首个C+L（12THz）全频一体化1.6Tbps优智全光网现网试验，大幅提升系统容量、减少备件种类，并实现400GE/800GE业务超高速传输，为土耳其发展超宽、智能化全光网络，提升土耳其乃至欧亚数字经济水平奠定坚实基础。此次试验同步引入全新智能网管系统，依托具备光感知、光开通、光诊断、光优化能力的全息光解决方案，实现网络全方位可视、可管、可控。　　格力电器回应“未来每年将不再派发股息”传闻　　针对近期网络上传闻称“格力电器未来每年将不再派发股息”，格力电器最新回应称，公司重视投资者回报，积极通过现金分红或股份回购等方式回报投资者，分红及回购金额均位于A股上市公司前列。公司未来分红安排将结合战略规划、经营业绩与资金状况综合研究确定，并严格按照法律法规披露与执行。　　【最芯见闻】　　瑞萨中国区换帅　　3月2日，瑞萨电子宣布，拥有26年半导体行业资深经验的高管刘芳（Yvonne Liu），出任Vice President & President of Renesas Electronics China（瑞萨电子集团副总裁兼瑞萨电子中国总裁），任命自2026年3月1日起生效。刘芳的职业经历覆盖半导体全价值链，在汽车、消费电子、工业、物联网（IoT）以及网络安全领域拥有深厚专业积累。在新职位上，刘芳负责瑞萨在中国的运营以及战略执行。她将进一步深化客户和生态合作，并推动瑞萨在中国市场的持续增长。　　高通发布新一代可穿戴平台　　高通在2026世界移动通信大会（MWC 2026）上发布新一代旗舰可穿戴芯片——骁龙可穿戴平台至尊版，采用3nm制程，集成了升级的CPU和GPU，采用全新5核CPU架构。与前代平台相比，其CPU单线程性能提升最高可达5倍，GPU最高FPS性能提升可多至7倍，并提供多达10TOPS的AI算力、可支持在设备端运行20亿参数的AI模型。高通在该平台上首次引入专用Hexagon NPU，使设备端可直接运行参数规模达20亿的模型，首个token生成时间为0.20秒，最高每秒生成10个token。　　希荻微回应产品涨价　　日前，模拟芯片上市公司希荻微宣布从3月1日起部分产品涨价。希荻微向记者介绍，本轮价格调整主要受成熟制程领域结构性供需失衡带来的成本压力推动；目前暂未形成全行业涨价潮，但后续不排除更多国内厂商在核心产品线上跟进。“本轮涨价涵盖消费电子产品和车载电子产品，价格调整主要针对此前竞争过度激烈、利润空间明显承压的部分产品线。” 在希荻微产品调价函中，芯片行业晶圆代工与封测成本持续上涨被列为主要原因。（证券时报）　　天普股份：公司股价严重偏离基本面　　天普股份发布公告称，公司股价自2025年8月22日至2026年3月2日累计上涨385.70%，已严重偏离上市公司基本面，未来可能有快速下跌风险。公司股票交易多次触及异常波动，已发布30次风险提示公告。此外公司提到，截至目前，公司未与股东中昊芯英签订任何框架性合作协议或类似协议，中昊芯英没有在未来12个月内改变上市公司主营业务或者对上市公司主营业务做出重大调整的明确计划。公司主要产品为汽车用高分子流体管路系统及密封系统零件及总成，主要应用于传统油车整车制造，目前公司主营业务未发生重大变化，股东中昊芯英无资产注入计划。股东中昊芯英自身现有资本证券化路径与上市公司无关。　　【上市资本流】　　臻宝科技即将上会　　上交所官网显示，上海证券交易所上市审核委员会定于2026年3月5日召开2026年第7次上市审核委员会审议会议，届时将审议重庆臻宝科技股份有限公司的首发事项。此次IPO，臻宝科技拟募集资金119,752.30万元，用于半导体及泛半导体精密零部件及材料生产基地项目、臻宝科技研发中心建设项目、上海臻宝半导体装备零部件研发中心项目。该公司自主量产大直径单晶硅棒、陶瓷造粒粉、CVD-SiC等关键原材料，实现了硅、石英、工程塑料、碳化硅及其他陶瓷材料零部件的规模化生产。　　思坦科技完成近亿元B3轮融资　　思坦科技官宣顺利完成B3轮融资，投资机构包括厦门先进制造业一号基金、厦门科学城母基金、兴证资本、龙华资本。至此，B轮融资金额累计已超2亿元人民币。本轮融资完成后，思坦科技加速车载投影、AR显示商业化的同时，拓展工业视觉检测等多元化业务落地，巩固公司在Micro-LED显示技术及其产业化应用上的核心竞争力。目前，思坦已构建完整车载产品矩阵，其中，聚焦高端场景的思程®二代系列白光、绿色和彩色模组，主打高端迎宾灯、近地投影场景、ADB大灯、高端智能座舱等应用场景；同步布局思遥二代®系列小尺寸模组，精准切入车载后装市场及非车载通用场景。　　【科技财报观】　　MiniMax上市后首份财报毛利大增437%　　3月2日，大模型概念股MiniMax发布截至2025年12月31日止年度经审计业绩公告，这是其上市以来的首份财报。财报显示，MiniMax2025年实现收入7903.8万美元，同比增长158.9%；毛利为2007.9万美元，同比大幅增长437.2%，毛利率从2024年的12.2%提升至25.4%，主要得益于模型及系统效率提升、基础设施配置优化。MiniMax在2025年录得年内亏损18.72亿美元，较2024年的4.65亿美元同比增加302.3%，公告指出，亏损大幅扩大的核心原因是公司估值持续增加导致优先股录得重大重新计量亏损。 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