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链博会数智升级 · 影眸科技融资

#847 · 2026-06-24 · 21ZHAO Blog
链博会数智升级影眸科技融资AIApple融资创新
Reading Path / ARTICLE 先抓主张，再转成行动 #847 · 21ZHAO Blog · 读完进入产品或下一篇

链博会数智升级 · 影眸科技融资

一、 权威必看

EN: The fourth China International Supply Chain Expo (CISCE) opened in Beijing on June 22, marking a significant shift in global industrial cooperation. For the first time, the expo established a dedicated Artificial Intelligence zone under the upgraded “Digital Intelligence Technology Chain,” highlighting the deep integration of AI into supply chains. Sabih Khan, Chief Operating Officer of Apple, attended the event, signaling that major multinational corporations view China’s complete industrial system as a critical source of stability and innovation in an uncertain global economy. 中： 6月22日，第四届中国国际供应链促进博览会在北京正式开幕，这是全球首个以供应链合作为主题的国家级展会。本届展会最引人注目的变化是将“数字科技链”升级为“数智科技链”，并首次设立人工智能专区，明确展示了科技创新对产业链的深度赋能作用。中国贸促会党组书记任鸿斌强调，中国拥有全球第一的制造业总体规模和完备的产业体系，是新一轮科技革命的最佳应用场景。苹果首席运营官Sabih Khan的出席进一步印证了国际巨头对中国供应链“确定性资产”属性的认可，表明在复杂多变的全球环境中，开放联通与相互成就已成为维持产业链稳定畅通的核心逻辑。

二、 深度与多元

EN: Recent discussions on Weibo regarding Meituan Shangou and the launch of new DJI products reflect a broader trend in consumer behavior: the convergence of instant retail with high-end technology. This phenomenon suggests that the barrier between professional-grade hardware and daily life is dissolving, driven by efficient logistics platforms. The viral nature of this topic indicates that consumers are increasingly seeking immediate access to advanced tech tools, reshaping the traditional sales channels for drone and smart hardware manufacturers. 中： 微博热搜上关于“美团闪购大疆新品开售”的讨论，折射出即时零售与高端科技产品融合的深层社会逻辑。这一现象表明，专业级硬件与日常生活的界限正在迅速消融，高效物流平台成为连接技术与大众消费者的关键纽带。网民的热议不仅反映了对新技术的好奇，更揭示了消费习惯向“即时满足”转变的趋势。对于大疆等科技企业而言，这种通过即时零售渠道触达用户的方式，正在重塑传统硬件销售的路径，使得科技产品能够以更灵活、更贴近生活场景的方式进入普通家庭，同时也对供应链的最后一公里配送能力提出了更高要求。

三、 科技与财经

EN: Yimo Technology has secured a new round of financing amounting to hundreds of millions of yuan, bringing its 3D generation capabilities into what it calls the “thinking era.” Founded in 2020 by alumni from ShanghaiTech University, the team of about 60 people, with an average age under 25, has already secured a leading position in the B-end market. Their clients include ByteDance, Unity, Figma, and Canva, with overseas revenue accounting for approximately 80% of their total income. This success underscores the global demand for editable 3D AI models, as evidenced by their release of Rodin Gen-2 Edit earlier this year. 中： 影眸科技近日完成数亿元新融资，标志着其3D生成技术正式进入“思考时代”。该团队成立于2020年，由上海科技大学校友创立，目前团队规模约60人，平均年龄不到25岁。尽管年轻，影眸在B端市场已站稳头部地位，其客户包括字节跳动、Unity、Figma和Canva等知名企业，海外收入占比高达80%。今年第一季度，影眸发布了首个可编辑的3D模型Rodin Gen-2 Edit，解决了AI 3D生成不可控的行业痛点。这一融资事件不仅体现了资本市场对3D AI Agent赛道的认可，也反映了全球创意产业对高效、可编辑3D内容生成工具的迫切需求，预示着3D生成技术将从单纯的“创作”迈向具备逻辑理解能力的“思考”阶段。

四、 国际视野

EN: The Hong Kong stock market is experiencing a stark divergence in its IPO performance for the first half of 2026. According to Wind data, out of 72 new stocks listed on the HKEX, 41 have broken issue price, resulting in a break-even rate of 56.94%. Meanwhile, AI and hard tech stocks like Xizhi Technology-P surged by over 383% on their first day. With an expected解禁 (unlocking) of 1.6 to 1.7 trillion HKD this year, analysts predict a moderate 4%-7% decline in stock prices within 3-6 months post-unlocking, highlighting the intense polarization and risk in the current market environment. 中： 2026年上半年港股新股市场呈现显著的“冰火两重天”态势。Wind数据显示，年内已有72只新股登陆港交所，其中41只出现破发，破发率高达56.94%。与此同时，资金审美高度集中，AI与硬科技板块受捧，如曦智科技-P首日涨幅达383.62%，海清智元和海演智能涨幅亦超过260%。市场预计，2026年港股解禁市值将达1.6万亿至1.7万亿港元，历史经验表明解禁后3-6个月内股价通常会出现4%—7%的温和下跌。这种回报率的分化严重，反映了投资者在理性回归背景下对优质资产的追逐与对潜在抛压的警惕并存的市场格局。

五、 青年与生活

EN: A detailed technical breakdown of JitWord, an enterprise-grade real-time collaborative document platform, has been published on Juejin. The article explores the underlying architecture and the integration of Large Language Models (LLMs) into collaborative workflows. This deep dive provides valuable insights for developers looking to build similar systems, emphasizing the complexity of synchronizing data in real-time while maintaining AI-driven features. It reflects the growing interest among young developers in solving complex infrastructure challenges through open-source collaboration. 中： 掘金社区发布了一篇关于企业级实时协同文档JitWord的万字深度拆解文章，详细阐述了其底层架构及大模型AI融合的完整实践。该技术方案不仅展示了如何在高并发场景下实现数据的实时同步，还探讨了将LLM能力嵌入协作流程的具体路径。对于广大开发者而言，这是一份极具参考价值的技术文档，揭示了协同办公领域在基础设施层面的复杂性与创新点。此类深度技术分享反映了青年开发者群体对解决核心工程问题的热情，以及通过开源社区共享知识、推动技术进步的积极态度，为构建下一代智能协作工具提供了宝贵的实践思路。

【21ZHAO 综合判断】

EN: The convergence of supply chain stability, AI-driven 3D generation, and the polarization of the HK IPO market reveals a clear macro trend: capital and industry are gravitating towards “certainty” and “efficiency.” The rise of editable 3D models (Yimo) and the integration of AI into supply chains (CISCE) show that technology is no longer just about novelty but about solving concrete industrial bottlenecks. For developers, the JitWord case study highlights that infrastructure innovation remains a high-value area.

  • Adopt a “vertical integration” mindset: Instead of building generic AI wrappers, focus on specific industrial pain points like 3D editability or real-time sync, as seen in Yimo and JitWord.
  • Monitor HK IPO trends closely: The high break-even rate (56.94%) suggests that speculative capital is cooling, while funds are concentrating on hard tech. Developers should consider the commercial viability of their tech stacks in this risk-averse environment. 中： 宏观层面，供应链的确定性需求、3D生成的技术突破与港股IPO的分化共同指向一个核心趋势：资本与产业正加速向“确定性”与“效率”集中。链博会AI专区的设立与影眸科技的融资表明，技术价值已从单纯的“新奇性”转向解决具体的工业瓶颈。对于开发者而言，JitWord的技术拆解证实了基础设施创新仍具有高商业价值。
  • 采取“垂直整合”思维：避免构建通用的AI套壳应用，应聚焦于如3D可编辑性或实时同步等具体工业痛点，效仿影眸与JitWord的路径深耕细分领域。
  • 密切关注港股IPO风向：56.94%的破发率显示投机资金正在退潮，资金正向硬科技集中。开发者在规划技术栈商业化路径时，需充分考虑当前风险厌恶环境下的市场接受度与长期生存能力。

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