AIDC储能打开的不只是一个新市场,而是一个全新的需求逻辑。
1、yb体育 中原期货分析师杨江涛指出,供给端,2026年为全球锂矿产能释放大年,全年产能同比增速达30.41%,国内产能增速42.79%,下半年海外矿山、国内冶炼产能持续爬坡,叠加锂辉石、碳酸锂进口同比大幅增长,原料供给边际持续宽松,锂云母供给短板随产能修复逐步缓解,整体供给增量充足;需求端支撑依旧强劲,正极材料、三元及磷酸铁锂产量与开工率大幅抬升,新能源车渗透率持续提升,储能招标、中标容量同比翻倍增长,终端刚需高景气延续;库存端持续低位去库,同比大幅回落,现货紧平衡格局对价格形成底部支撑;成本端上半年冲高后6月显著回落,行业利润修复将进一步刺激产能释放,压制上行空间。
西班牙势必会通过中场的极致传控来切断梅西的接球线路,试图用体能和跑动优势拖垮阿根廷的老化防线;而阿根廷则可能主动让出部分球权,依靠梅西的灵光一现和全队顽强的防守反击来寻找破局点。yb体育与此同时,加比亚、萨勒马科尔斯、托莫里和巴尔泰萨吉4名在阿莱格里时代被委以重任的核心,恐怕都将被葡萄牙教头边缘化处理。
2、解码「维京划桨」,挪威球迷靠什么征服世界?
法国队全体成员没有经过混合采访区,包括德尚,包括姆巴佩。

3、Shams:骑士后卫基恩-埃利斯2年1800万美元加盟篮网
细看招股书,大额分红超上年全年净利润且去向存疑;实控人与公司之间上千万资金拆借;主要原材料价格高企之下,净利润预增远超营收;报告期内5次粉尘爆炸、3次火灾,安全事故频发。
4、上海乐高乐园这一年:200万客流、254次刷园与一场关于“谁说了算”的亲子革命
The crowded, snake-like queue at WAIC led to a single attraction: an AI guitar capable of "improvisational jamming." During the 2026 World Artificial Intelligence Conference (WAIC), the annual updated edition of the Tianpule AI Guitar made its public debut. Over the same period, Quwan Technology, the parent company behind the instrument, released the Tianpule Large Model V4.7, pushing music-focused foundation models toward a new frontier where they can "understand revision feedback." It was unmistakable to anyone on the floor that this year’s WAIC generated unprecedented buzz. Yet the AI industry itself, having weathered countless hype cycles and technical trends, is bidding farewell to the hollow "compute arms race." The commercial value of large models is finally being realized within vertical, domain-specific scenarios. Industry observers are increasingly turning their focus toward a path distinct from general-purpose large language models: vertical integration. Compared with tech giants basking in haloed reputations and star AI startups boasting eye-watering valuations, vertical AI developers have quietly stepped into the center stage of the AI era. Grounded in user scenarios and equipped with self-sustaining revenue capabilities, they have emerged as pragmatic, viable models for the industry. By anchoring its strategy strictly on AI music and AI voice, and extending those capabilities into AI hardware, Quwan Technology offers a compelling case study of this trajectory. Bidding Farewell to the Compute Arms Race: A New Narrative in Vertical AI Commercialization The standard competitive posture in the large-model arena has long been a classic arms race: parameter count, context window length, and multimodal capabilities served as explicit metrics of a company’s worth. By this year, however, this model of horizontal expansion has hit diminishing marginal returns. On one hand, general-purpose models suffer from worsening homogeneity, and products that rely solely on model API outputs struggle to build user stickiness. On the other hand, as AI penetrates deep into everyday life rather than acting merely as a productivity tool, technology must be embedded into concrete scenarios to solve real pain points. Quwan Technology abandoned the illusion of building a jack-of-all-trades general platform, choosing instead to double down on two vertical domains characterized by high emotional value and dense interaction: AI music and AI voice. Though operating in different tracks, their underlying logic is remarkably similar: humanity’s most natural, non-textual modes of expression have long been constrained by professional barriers, and both possess an inherent capacity to stretch from digital content into physical hardware. The foundation of Quwan’s AI music ecosystem is the proprietary Tianpule Large Model. Steering clear of open-source fine-tuning, Quwan built the model from scratch to optimize for real-time interaction, laying the groundwork for a conversational creative experience powered by AI agents. During WAIC 2026, Quwan rolled out Tianpule Large Model V4.7, making AI-generated music far easier to control and iterate upon. Across two evaluation frameworks, Meta Audiobox Aesthetics and SongEval, V4.7 earned high marks in metrics such as content enjoyment, memorability, and vocal clarity, while ranking in the top tier for musicality, coherence, and naturalness. V4.7 powers Tunee, Quwan’s conversational music creation agent. This "conversation as creation" interaction model represents a true breakthrough in its capacity for proactive co-creation. Moving beyond passive "one-click generation" tools, Tunee acts more like a patient, music-savvy collaborator. Since its official launch last September, Tunee’s official website has maintained over a million monthly visits, making it one of the fastest-growing breakout products in China’s AI agent space. What has truly commanded the industry's attention, however, is the Tianpule AI Guitar. As a pioneer in the global generative AI guitar category, it was the first to embed an AI music foundation model into a physical guitar, enabling people without musical training or theory knowledge to experience the joy of playing and composing music. At WAIC 2026, the new Tianpule AI Guitar placed heavy emphasis on its core feature introduced this year: "AI Improvisation." Users can generate personalized music directly on the instrument and jam along, drastically simplifying the complex journey from composition to performance. Coupled with features like AI score transcription and hum-to-song conversion, complete beginners can quickly begin playing and writing music. The industrial significance of the Tianpule AI Guitar extends far beyond consumer electronics. It frees generative AI from behind the glass screen, turning it into a physical object that can be touched, plucked, and felt through resonance. For professional musicians, it serves as a catalyst for inspiration; for novices, it is the first key to unlocking the world of music. As Jasper Jia, Vice President of Quwan Technology, put it: only when ordinary people can use music to express emotions and document their lives as naturally as taking a photo or shooting a video will music truly become an inclusive medium for creation. The physical medium of the guitar allows AI music to step outside smartphones and laptops, truly weaving itself into everyday life. Quwan Technology’s vertical integration has constructed more than just a tech flywheel—where the model grants intelligence to the application, and the application breathes fresh experiences into the hardware. Simultaneously, the hardware feeds real-world user interaction data back into the model, establishing a system-level moat. In truth, AI has already made creation ubiquitous. But how to make good content visible, scalable, and profitable has become the stark reality facing the second half of the AIGC race. Quwan Technology’s answer to that reality is AI voice. In recent years, the overseas expansion of Chinese film and television productions has accelerated rapidly. Dubbing and localization, however, have remained a persistent industry pain point. High quality, high efficiency, and low cost form a classic impossible trinity. Against this backdrop, Quwan Technology collaborated with The Chinese University of Hong Kong, Shenzhen, to develop the MaskGCT voice foundation model. On October 24, 2024, MaskGCT was officially open-sourced to the world via the Amphion framework. Across multiple text-to-speech (TTS) benchmark datasets, MaskGCT achieved state-of-the-art (SOTA) performance, even outperforming human baselines on select metrics. All Voice Lab (Quwan Qianyin) represents the commercial application built atop the MaskGCT model. As a one-stop video translation and AI dubbing platform, All Voice Lab slashes AI translation and dubbing costs by 90% compared with traditional human labor while boosting speed more than 50-fold, handling a monthly translation volume of up to 500,000 minutes (roughly 5,000 drama episodes). Since its launch, All Voice Lab has assisted over 100 film, TV, and animation clients in solving localization hurdles. It processes nearly 10,000 short drama episodes per month across single languages for overseas markets, reaching over 30 countries and regions globally and helping clients boost monthly YouTube channel revenue by 10% to 30%. Driven twin-engine style by AI music and AI voice, Quwan Technology is transitioning into a "new infrastructure" provider for the entertainment industry. It proves that vertical AI companies do not need to serve everyone; by achieving excellence within targeted vertical domains, they can unearth vast commercial value. From Mobile Voice to AI Creation: Quwan’s 12-Year Evolution of "Interest" The first half of Quwan Technology's journey followed a textbook mobile internet success story. Its flagship product, TT Voice, evolved from a simple voice tool designed to help gamers find teammates into an interest-based social platform boasting over 200 million registered users. When the AI wave swept the globe, the company pivoted proactively, laying early groundwork in AI as far back as 2021 to secure its current position as a leader in AI entertainment. The essence of the company’s 12-year evolution represents a strategic leap from "connecting interests" to "creating interests." Yet the underlying logic running through it all has always been a focus on "interest" and a "human-centric" philosophy. For instance, TT Voice’s early positioning was remarkably simple—a "gaming walkie-talkie." But what fundamentally transformed founder Song Ke's understanding of the product’s value was the spontaneous behavior of its users. He noticed that many users did not leave the voice rooms after finishing their games; instead, they stayed to sing, chat, and share their lives. He realized then that while the platform ostensibly solved an efficiency problem ("how to play games better"), it was actually fulfilling an emotional need ("how to connect better with people"). Grounded in this insight, TT Voice quickly evolved from a tool into a community. Beyond gaming matchmaking rooms, it rolled out diverse interest spaces including singing rooms, chat rooms, and audio-visual rooms. In cultivating the social space, Quwan Technology identified an emerging industry trend: the new generation of users was no longer satisfied with merely consuming content; they craved autonomous creation and self-expression. This was no mere hypothesis. On the TT Voice platform, users were already looking beyond finding gaming buddies—they were singing in voice rooms, sharing life moments in chat rooms, and expressing themselves in communities. As AI technology matured, these deeper desires could finally become reality. In the past, completing a song—from lyrics and composition to arrangement, mixing, and recording—demanded specialized skills at every step. Many possessed creative sparks or deep emotions but struggled to translate the melodies in their heads into finished works. In 2024, the team set out from scratch to build "Tianpule," a multimodal music generation model, choosing a self-developed path distinct from open-source fine-tuning. In the AI voice domain, Quwan partnered with CUHK-Shenzhen to open-source the MaskGCT voice model. Quwan develops both AI music and AI voice; it launches AI hardware while maintaining an interest-based social platform with over 200 million registered users. While its business scope appears broad, it is built upon a single, continuously expanding set of core AI interaction capabilities. Across its distinct business lines, Quwan serves diverse sectors—music creation, content globalization, public services, and social networking. From an architectural standpoint, however, they all draw from the same underlying AI interaction capability. Looking back at Quwan Technology's 12-year trajectory, a clear thread emerges: the first half was about "connecting interests"—using interest communities to bring together young people seeking belonging; the second half is about "creating interests"—using AI to lower creative barriers so anyone can convert ideas into digital assets and passion into sustainable expression. Sustaining this arc is not the pursuit of tech trends, but an unwavering understanding of "interest" and "people." Whether with TT Voice or AI music, Quwan’s ethos places user insight ahead of technical R&D. This product philosophy—starting with the human element and designing backward from the ultimate user goal—ensures that technical iterations always revolve around real-world scenarios rather than descending into pure technical rivalry. Moving from "connecting interests" to "creating interests" is not only Quwan Technology’s internal evolution, but also an answer to how technology can truly serve human beings. No matter how technology changes, the essence of business remains constant: to understand people, serve people, and empower people. Conclusion Twelve years ago, Quwan Technology answered one question: How do you help people who love playing games find one another? Twelve years later, it is answering another: How can every ordinary person be given the chance to create their own work and express their unique passions? While the industry remains locked in fierce rivalry over conventional paths—whether single-point tools or general-purpose platforms—Quwan Technology has used vertical integration as an anchor to build a closed-loop "Model-Application-Hardware" ecosystem across AI music and AI voice. This is a direct response to the true nature of AI commercialization: technology can only weave itself into the fabric of everyday life and form a sustainable business model when it penetrates all the way through foundational algorithms, intermediary interactions, and physical hardware devices. (This article was first published on the TMTPost App; author | Li Chengcheng)消费动态 耐克将终止滔搏、宝胜国际在中国内地的线上授权 7月22日,Nike在中国的两家主力经销商:滔搏、宝胜国际发布公告确认,2027年1月1日起,将全面终止 NIKE产品在中国内地线上平台的销售。
5、厂BA打造超级第二现场,为湘超株洲队加油!
除了防守端的稳定被打破外,进攻端也是集体哑火。
这些问题都是行业在发展初期必须要攻克的关卡,不过日本GROOVE X公司推出的情感陪伴机器人LOVOT或许提供了发展思路。
球迷们戏称的“诚信互刷,双赢的比赛”,在这场季军战中体现得淋漓尽致。
6、北爱赛奥沙利文携小特晋级 梁文博傅家俊输内战
这不仅是一笔简单的合同延长,更是利物浦在新时代重建道路上,成功锁定了最关键的基石。
整个过程中,他先后拒绝了其他俱乐部递来的三份重量级报价,这让多特蒙德方面相当恼火。
7、雷霆新赛季实力榜位列第三
但早就在设备零部件国产化上扎实准备的北方华创,回应只有一句话: “公司每年采购自美国的物料比例逐年降低,国产比例不断提升。
(来源:中原期货研报) 上海钢联数据显示,2026年上半年,国内碳酸锂现货价格呈宽幅波动走势,整体运行区间为11.7-21万元/吨,5月中旬短暂冲破20万元/吨,之后快速回落至6月末的15万元/吨附近。
8、紫建电子:拟3.68亿元收购控股子公司宁波启象剩余49%股权_网易订阅
在马岛战争结束仅四年后,马拉多纳用极具争议的“上帝之手”和连过五人的“世纪进球”淘汰了英格兰。
红鸟持有芬威体育集团的股份,而芬威正是利物浦的母公司。
一款国产大模型因需求过载而主动限流,这在大模型行业实属罕见。
9、爆冷!女排25-23美国 庄宇珊和龚翔宇爆发,刁琳宇传球给力
2025年12月5日,C罗通过社交媒体宣布已投资美国AI初创公司Perplexity,成为该公司股东之一。
阿根廷和埃及成年队在历史上只有过2次交手,阿根廷取得全胜。
10、上海4冠外援弗格离队,多支球队有意签下;杜锋爱徒被山东队放弃
需求的结构性变迁,反过来重新定义了竞争门槛。
展望下半年到明年,锂供给的释放仍存在较大不确定性,核心原因在于过去2-3年锂价持续低迷,行业缺乏大规模资本开支,当前能够投产的项目多为更早前已投入建设的产能,行业整体扩产节奏较为节制。
1、湖人1.3亿交易幕后100%是他决定,女记者:这是东契奇的操作
还有拉波尔特,真正用经验告诉所有人什么叫老道。
2、林葳拒北卡很搞笑!台名嘴:就像去某学校要得到上清北的保证
该产品适用于颈段脊髓损伤导致四肢瘫痪、手部无法完成抓握动作的患者,通过微创手术将电极放置在硬脑膜外采集运动意图,再联动外部功能性电刺激设备带动手部完成抓握。
3、马上评|中国球队问鼎“U12小世界杯”绝非偶然
世界杯上,戈登在1/8决赛对阵刚果民主共和国时替补登场,参与了英格兰的逆转,成为世界杯历史上首位在单场淘汰赛替补送出两次助攻的球员。手机网易网他的风格同时受到潜在主帅格拉斯纳和潜在总监朗尼克的认可,未来的发展势头很乐观。
4、缺啥来啥!火箭队聘请新助教,主抓投篮技能,堪称今夏最佳引援?
在无球防守阶段,则转为更稳固的4-4-2阵型,对对方持球队员进行持续高位的逼抢。
5、不到48小时的团圆
朗尼克有可能会成为改变卡马尔达成长轨迹的关键人物。
6、你最成功的一次装逼经历是什么?上万评论直呼:太会装了
红鸟财团一口气解雇了主教练阿莱格里、体育总监塔雷、技术总监蒙卡达以及首席执行官富拉尼4人。
滔搏暴力打折甩卖耐克库存?客服:没有收到降价通知 7月23日,“滔搏暴力打折甩卖耐克库存”话题登上热搜。
Jobright.ai 是垂直 AI 应用的一个代表案例。
7、西班牙3比0奥地利,昂首挺进16强!奥亚萨瓦尔双响,两判罚引热议
他拉着别人的手,走出了那个"无底深渊"。
WAIC 2026现场,新款天谱乐AI吉他重点展示了“AI即兴演奏”,这是今年推出的核心交互玩法。
8、AI算力竞争进入系统时代!中兴OEX超节点发布,重新定义AI工厂底座
粗略测算,上述新增产能全部达产后,2026年下半年全球锂资源新增供给量,至少可达10万吨碳酸锂当量。
去年末,华为与珞博智能联合开发的首款AI宠物“智能憨憨”,定位“心灵树洞”型情感陪伴产品,开售即秒罄。
发行价8.66元,5.8倍PE,只含了第一层。
赛后,球迷们纷纷调侃西班牙队拥有“冠军气运”。
用户有魄力!邱彪放弃3大外援,山东要全找新的,离队之人遭4队哄抢 为宸境科技亮相WAIC:从导航到数采,补齐具身智能落地关键链路赠送金球先生加盟?德媒:皇马管理层做出决定 将签下罗德里合同4年上海队交易国手后卫,莫兰德想回广东队,杜锋进入下课倒计时
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用户力拼到底,双加时险胜!青岛崂山啤酒98-96力克辽宁本钢 为浙江:到2027年科技型中小企业达16万家赠送还要继续赢下去吗?24岁的辛纳 地表最强00后人气票
用户马刺轻取爵士:韩国李贤重22+4三分大爆发创纪录 打爆榜眼16中4 为记者:库明加拒绝湖人两年2000万报价,寻求2000万年薪合同赠送赵探长:南京同曦3年D类合同签下广东宏远球员杜润旺点赞最棒
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用户对于塞伦多洛一家人来说,这是属于他们的一天 为知晓“做什么”比“怎么做”更稀缺,业内拆解AI竞争新逻辑:从智能猜想走向通用基建,具身智能静待突破时刻赠送NBA保障薪资榜曝光:布克和库里一样领5亿顶薪 库克凭啥和库里一样人气票
用户男篮19人短训名单!赵继伟带队,郭士强留下三旧将,徐昕底气十足 为WTA争议新政:所有球员必须完成基因检测才能参赛赠送分析师:湖人放弃布朗尼不只是为了放人 背后藏着一手交易好牌人气票
用户CBA又一笔重磅交易达成!国手锋线加盟北控男篮,曾单场砍30+7+5 为奥尼尔转发历史前十榜单!科比第二,库里第九,詹姆斯落榜赠送这些动作正在让你悄悄变丑!90%的人天天做!人气票
据悉,这是力箭一号第15次飞行,也是力箭系列第16次发射。我要发布>>
足球是竞技体育,好比逆水行舟,你不进就退。我要发布>>
IBM将收购HRL实验室,推动量子未来的发展 7月23日,IBM宣布已签署最终协议,收购旗舰研发机构HRL Laboratories, LLC(HRL)。我要发布>>
当阿根廷球员在贝林厄姆面前庆祝胜利时,这位皇马中场未能控制住情绪,抬手拍打了巴科的后脑勺。我要发布>>
有一组对比,无论如何都绕不开。我要发布>>
以宏和科技为例,宏和科技主营电子布业务,得益于AI算力产业链的发展,电子布需求随之跃升,公司股价也水涨船高。我要发布>>
而曾经的绝对主力纯电动客车已退至第五位。我要发布>>
不久前,飞捷科思完成了Pre-A轮融资,累计数亿元人民币,投资方包括经纬创投、东方富海、沐曦股份、驰星创投、鼎峰科创、硅港资本、云启资本、常垒资本、长石资本等十余家机构。我要发布>>
因为Coding和Agent很快会变成行业共识,API和企业服务也会变成标准动作,但一家公司究竟为什么存在、相信什么、如何组织最重要的人,决定了公司的气质和性格,是最难模仿的差异化。我要发布>>
锋线上还从萨尔茨堡红牛闪签了奥卡福尔(1550万),此外还有泰拉恰诺(维罗纳,450万)、佩莱格里诺(普拉滕斯,380万)和约维奇(佛罗伦萨,50万)。我要发布>>