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舜宇光学高管被免职,曾多次获省级劳动荣誉
Jing Ji Guan Cha Bao· 2025-09-18 12:58
Core Points - A recent announcement from Sunny Optical Technology (Group) Co., Ltd. revealed the dismissal of Zhang Chaojun from his position as General Manager of Zhejiang Sunny Optical Co., Ltd. due to violations of the company's management regulations [1] - The dismissal appears to be related to negative behavior rather than performance issues, as indicated by the company's internal communications [2] - Zhang Chaojun has a long history with the company, having held various positions and received multiple honors, including being named a "Labor Model" in Zhejiang Province [3] Summary by Sections - **Dismissal Announcement** - The company decided to terminate Zhang Chaojun's position based on violations of the group's "Cadre Management Measures" and "Negative Behavior List" [1] - The decision was proposed by the president and approved by the board, effective immediately upon the announcement [1] - **Reason for Dismissal** - The dismissal is primarily attributed to negative behavior rather than performance-related issues [2] - Following the announcement, the company issued a reminder regarding employees leaking internal documents, which violated information security management regulations [2] - **Background of Zhang Chaojun** - Zhang has been with Sunny Optical for many years, starting as Deputy Manager of the Technical Department and achieving significant milestones, such as leading a project that improved production efficiency [3] - He has also been involved in safety meetings and has been recognized for his contributions to the company [3] - Despite rumors regarding personal conduct issues, the official announcement only cited violations of management regulations without further details [4]
张永伟:智能汽车和具身机器人、飞行汽车供应链重合度超过60%
Jing Ji Guan Cha Bao· 2025-09-18 11:14
Core Insights - The three emerging industries of smart vehicles, embodied robots, and low-altitude economy (including flying cars) are deeply interconnected in technology, supply chains, and applications, with over 60% overlap in their supply chains [1] - The integration of artificial intelligence technology is fundamental to these industries, which share a common technological architecture of "perception-decision-execution" [1] - By 2030, the global market for the "three major components" of aggregated intelligence is expected to reach nearly $240 billion, with China's market exceeding $120 billion [2] Industry Overview - The automotive supply chain can be closely linked with the supply chains of embodied robots and low-altitude flying vehicles, with shared components such as perception devices [1] - The mass production benefits from the automotive industry, particularly in batteries, thermal management, and chips, can accelerate the maturity of the robotics and low-altitude flying vehicle sectors [1] - Companies like Tesla are leading in the humanoid robot field, sourcing over 70% of their suppliers from the existing automotive supply chain, while domestic companies are also diversifying into multiple categories [2] Market Trends - The competition in the future will focus on the collaborative efficiency of aggregated ecosystems rather than individual products, positioning the "three major components" as key drivers for high-quality economic development and global expansion [2] - The Wuhan Optics Valley has emerged as a significant base for the aggregated intelligence industry, housing the largest and most diverse humanoid robot innovation center in the country [2]
现代汽车因美国关税下调2025年利润率目标??
Jing Ji Guan Cha Bao· 2025-09-18 11:14
Core Viewpoint - Hyundai Motor has revised its operating profit margin target for 2025 from 7-8% to 6-7% due to the impact of U.S. tariff policies on imported vehicles and parts [1] Group 1: Financial Targets - The company aims to achieve a 7-8% operating profit margin by 2027 and an 8-9% margin by 2030 [1] Group 2: Impact of Tariffs - The adjustment reflects the ongoing impact of a 25% tariff on imported vehicles and parts, significantly increasing costs for Hyundai in the U.S. market [1] - Hyundai plans to address these pressures through price adjustments and supply chain optimization in the short term [1] Group 3: Production Strategy - The company intends to mitigate the effects of tariffs by expanding local production in North America, with plans to increase capacity at its electric vehicle plant in Georgia in the coming years [1]
单一产品严重依赖 成立三年的思格新能源二次急闯IPO
Jing Ji Guan Cha Bao· 2025-09-18 10:34
多位高管系华为前员工 思格新能源的核心团队具有深厚的华为背景。创始人许映童在华为任职近23年,曾担任华为智能光伏业 务总裁,带领华为光伏逆变器业务做到全球出货量第一。此外,总裁张先淼在华为工作超过11年,曾担 任华为商用光伏业务负责人。软件部负责人刘秦维、全球品牌总监杨顺霞等核心高管均出自华为体系。 这种强大的"华为基因"使得思格新能源在创立初期就获得了资本青睐。在成立后的19个月内,恩格新能 源完成6轮融资,估值从2.2亿元飙升至43亿元,投资方包括高瓴创投、华登国际、钟鼎资本等知名机 构。 不过这种光环同样存在着争议。根据《招股书》的披露,自恩格新能源成立至2023年10月,许映童在思 格新能源的全部股权通过其岳母、配偶杨婷来代持,公司总裁张先森,也有类似安排。监管也对此发出 过质疑,要求其披露完整代持链条,核查是否违反华为竞业禁止协议。 单一产品依赖 均价连续下降 思格新能源的营收结构存在显著的单一产品依赖风险,其核心产品为SigenStor 五合一光储充一体机 —— 该设备集成了光伏逆变器、直流充电模块、储能变流器、储能电池及能源管理系统五大功能模 块。据招股书披露,2023 年、2024 年前三季度 ...
极兔速递:将斥资10亿港元回购股份
Jing Ji Guan Cha Bao· 2025-09-18 10:34
9月17日,极兔速递(01519.HK)公告,宣布建议在市场上进行股份回购计划。 (原标题:极兔速递:将斥资10亿港元回购股份) 极兔速递表示,公司认为B类股份的交易价格低估了集团的业绩及内在价值。未来公司将专注于东南亚 及中国市场,同时抓住电商平台全球扩张的机会,持续降低成本,加强品牌建设和拓展非平台客户,提 高盈利能力。建议回购计划将视市况由董事会全权酌情决定。 此举旨在通过现金对价回购不超过8.9亿股B类股份,预计最高资金总额不超过10亿港元,资金来源为公 司现有可利用的现金储备及流动现金流量。 ...
Meta押注智能眼镜:AI助手加持,“超级智能”的雏形?
Jing Ji Guan Cha Bao· 2025-09-18 08:56
Core Insights - Meta is betting on smart glasses as a significant entry point into the future of consumer electronics, with the launch of three new models, including the "Meta Ray-Ban Display" featuring a micro-screen and AI assistant [1][4][6] - The company is shifting its focus from a "metaverse experience" to practical daily use cases for smart glasses, aiming to integrate technology seamlessly into everyday life [2][5] - Despite the excitement around the product, there were technical issues during the live demonstration, highlighting potential challenges in the AI assistant's functionality [3][5] Product Launch - Meta introduced the "Meta Ray-Ban Display" at a price of $799, nearly double the cost of its predecessor, indicating a shift towards positioning the product as a high-end consumer electronic device [1][5] - The glasses are designed to allow users to interact with applications, play music, and share content on social media without needing to pull out their phones [1][2] Market Positioning - The new smart glasses are aimed at everyday users rather than gamers, reflecting a strategic adjustment in Meta's approach to market adoption [2][5] - The design of the glasses is intended to be discreet, resembling regular sunglasses, which may enhance user acceptance compared to bulkier VR devices [2][4] AI Integration - Meta has invested heavily in AI, with billions spent on data centers and restructuring its AI department, viewing smart glasses as an ideal platform for advanced AI capabilities [4][5] - The company envisions smart glasses as the "second pair of eyes" in the AI era, emphasizing the need for daily wear to fully integrate AI into users' lives [5][6] Challenges Ahead - The high price point of $799 raises questions about whether the features justify the cost for consumers [5][6] - Privacy concerns are significant, as the glasses contain cameras and microphones, potentially leading to societal debates about surveillance and data privacy [5][6] - The success of the smart glasses will depend on building a robust application ecosystem, requiring third-party developers to create diverse use cases beyond Meta's own platforms [5][6] Strategic Implications - Meta's attempt to transition smart glasses from a novelty item to an essential tool reflects a broader ambition to define the next computing platform as smartphone growth slows [6] - The company's future in this space hinges on overcoming technical, privacy, pricing, and ecosystem challenges, which will determine whether it can replicate the success of the iPhone [6]
国家能源局发布8月全国电动汽车充电设施数据
Jing Ji Guan Cha Bao· 2025-09-18 07:25
(原标题:国家能源局发布8月全国电动汽车充电设施数据) 9月18日,国家能源局发布8月全国电动汽车充电设施数据。截至2025年8月底,我国电动汽车充电基础 设施(枪)总数达到1734.8万个,同比增长53.5%。其中,公共充电设施(枪)431.6万个,同比增长 37.8%,公共充电桩额定总功率达到1.96亿千瓦,平均功率约为45.48千瓦;私人充电设施(枪)1303.2 万个,同比增长59.6%,私人充电设施报装用电容量达到1.15亿千伏安。 ...
追觅CEO俞浩:配置学小米,完全PK理想汽车
Jing Ji Guan Cha Bao· 2025-09-18 07:25
Core Viewpoint - Chasing Technology is segmenting its automotive business into two brands: Chasing Automotive and Starry Sky Automotive, with the latter aiming to compete directly with Li Auto's models [1] Group 1: Brand Strategy - Starry Sky Automotive has planned four configurations to rival Bentley models and aims to "completely crush" Li Auto's L9, L8, L7, and L6 models [1] - The new series of vehicles will have a wheelbase of 3.2 meters, with all dimensions exceeding those of Li Auto's L9 and AITO's M9 [1] Group 2: Product Offering - The planned models include D9, D9 Pro, D9 Max, and D9 Ultra, with a price range of 269,900 to 589,900 yuan, directly targeting Li Auto's L6 to L9 models [1] Group 3: Development and Operations - Chasing Technology has been preparing for vehicle production for a significant time, conducting internal voting on car design proposals for 38 weeks [1] - The team comprises talents in research and development, manufacturing, and quality control, and has completed its first round of financing, setting a record for the fastest fundraising among new domestic car manufacturers [1] - The company plans to establish a factory near Berlin, Germany, close to Tesla's Gigafactory, to leverage local supply chain resources for global market expansion [1]
四问速冻西兰花:为何冻?如何冻?营养价值几何?谁在吃?
Jing Ji Guan Cha Bao· 2025-09-18 06:40
(原标题:四问速冻西兰花:为何冻?如何冻?营养价值几何?谁在吃?) 近日,围绕预制菜的争论中,食材是否新鲜成为舆论讨论的焦点之一,其中最受关注的莫过于西兰花。 此前,罗永浩曾发文质疑"西贝如何仅用冷冻技术(不添加防腐剂)将有机西兰花保质期做到24个月"。 西贝门店随后回应冷冻西兰花的"供应商使用冷冻锁鲜技术保存,并非常规冷冻"。 作为一种常见蔬菜,西兰花为何需要被冷冻处理?冷冻西兰花的技术与常规冷冻有何不同?为解答这些 疑问,经济观察报记者围绕冷冻西兰花和新鲜西兰花的配送链路进行了走访调查。 鲜菜为何要冻 在一家以北京门店为主的大型超市,记者看到,其售卖的西兰花产地写明来自"河北张家口"。 西兰花作为一种常见蔬菜,当前除海南、西藏,我国其他各地区均已实现全覆盖种植。2000年至今,我 国先后还有5个地区被评为"西兰花之乡",分别是浙江临海、河北沽源、江苏响水、湖北仙桃、湖南祁 东。河北沽源就隶属于张家口市。 上述超市的工作人员告诉记者,他们采购的西兰花从采摘地运输到北京大库,仅需2个多小时。其中, 需要切配包装的西兰花,会被先运输到北京的原材料工厂加工,之后再送到门店。而直接散称售卖的西 兰花会直接从北京大库 ...
三千年邯郸:多元文化交相辉映的古代强都
Jing Ji Guan Cha Bao· 2025-09-18 06:40
(原标题:三千年邯郸:多元文化交相辉映的古代强都) 文博时空 作者 玉山 秋风乍起,烟霏云敛,丛台公园木叶渐染。我漫步在公园里,想象着这里曾流淌过 的岁月。丛台公园位于邯郸市中心,主要建筑为武灵丛台,相传为赵武灵王"胡服骑射"之地。赵国国君 即在此高台之上检阅军队。不过现存的武灵丛台为清末重建,此后又多次重修,已非原貌。 "真想看看邯郸历史上的模样呢!"我在心里默默祈祷。邯郸有长达三千年的建城史,是华北平原南部重 镇,无数悲歌慷慨的故事在这里上演。"歌酣易水动,鼓震丛台倾……"我低声吟诵着李白的诗句,缓缓 抚摸高台的砖瓦,试图从中寻找出旧日的痕迹。 当年,这里高高的台基上,修筑着巍峨的宫殿,层层叠叠的楼宇起伏相连。屋檐上装饰着珍禽异兽的雕 塑,体态张扬,仿佛正要展翅高飞。粗壮的屋柱都用朱色绘制,虬螭盘旋,气势恢弘。放眼四望,没有 任何建筑可以与之争辉。 登临赵王城 我仿佛穿越到了战国时代的赵都邯郸,我一步一步走上高台,往宫殿的深处走去。门阙、高墙、回廊, 这些建筑阻挡了层层风景,也隔绝了无数喧嚣。迈进最幽深的堂屋,我看到一组蟠螭纹铜鼎陈列其中。 列鼎而食,当是用以祭享,那这里或许就是赵王的宗庙。在幽暗的光线里 ...