Nan Fang Du Shi Bao
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“非洲手机之王”传音去年净利预计“腰斩”
Nan Fang Du Shi Bao· 2026-02-03 23:16
Core Viewpoint - Transsion Holdings, known as the "King of African Mobile Phones," is facing significant challenges due to rising supply chain costs and intensified market competition, leading to a projected net profit decline of approximately 54.11% for 2025 compared to the previous year [1][2]. Financial Performance - The company anticipates a net profit attributable to shareholders of around 2.546 billion yuan for 2025, a decrease of about 3.003 billion yuan year-on-year [1][3]. - Expected total revenue for 2025 is approximately 65.568 billion yuan, down about 4.58% from 68.715 billion yuan in 2024 [3]. - The net profit excluding non-recurring items is projected to be around 1.904 billion yuan, reflecting a significant reduction of approximately 58.06% compared to the previous year [3]. Market Challenges - The decline in profitability is attributed to increased costs of components, particularly storage chips, which have seen price hikes due to a "super cycle" in the semiconductor industry [4]. - Despite maintaining over 40% market share in the African smartphone market, Transsion is facing heightened competition from Chinese brands like Xiaomi, Honor, and OPPO, which are increasing their presence in Africa [4]. Strategic Responses - To counteract market pressures, the company has increased its marketing and R&D expenditures, further impacting profit margins [4]. - Transsion is also dealing with multiple patent infringement lawsuits from major tech companies, adding to its operational challenges [5]. - In response to these pressures, the company has submitted an application for an IPO on the Hong Kong Stock Exchange, aiming to enhance its capital base and address global competition [7].
深圳福田经济成绩单,去年GDP超6400亿元、增长8%
Nan Fang Du Shi Bao· 2026-02-03 16:29
南都讯 记者王睦广 2025年是"十四五"收官之年,深圳市福田区最新公布的经济数据显示,2025年福田 区GDP(地区生产总值)达6420.22亿元,同比增长8.0%,增速创近四年新高。据悉,"十四五"期间, 福田经济总量接连跨越5000、6000两个千亿级台阶,突破了6400亿元,年均增长5.5%,超额完成"十四 五"目标任务,彰显中心城区高质量发展的"福田速度"。亮眼增速的背后,是福田经济实力的"量质齐 升"。 制造业单项冠军增至21家,其中多家企业在智能终端、智能驾驶及核心硬件等赛道领先。如智微智能作 为国家级制造业单项冠军,核心产品"交互一体式可插拔智能终端"在全球市场销量前三;佑驾创新作为 能全面自主研发L0至L4智能驾驶技术的企业,车规级研发能力获国际最高等级认证,技术已规模化搭 载于40余家车企的近百款车型。 金融支撑带动作用凸显 作为金融高地,2025年福田区金融业增加值突破2500亿元,占全市近半,增速达16.5%,创2009年以来 新高。 持牌金融机构首破300家大关。2025年新增落地金融机构132家,创近六年新高,其中持牌法人总部4 家,私募基金105家;新增私募基金管理规模778亿元 ...
担任腾讯首席AI科学家后,姚顺雨带领团队揭晓首个研究成果
Nan Fang Du Shi Bao· 2026-02-03 15:35
Core Insights - Tencent's first research outcome under Chief AI Scientist Yao Shunyu has been revealed, focusing on the challenges of learning from context in AI models [1][6] - The competitive landscape is shifting from improving model training to providing rich and relevant context for tasks [1][7] Group 1: Research Findings - The joint research by Tencent's Mixyuan team and Fudan University highlights that enabling large models to learn from context is more challenging than previously thought [6][7] - A benchmark called CL-bench was created to assess language models' ability to learn new knowledge from context, consisting of 500 complex contexts, 1,899 tasks, and 31,607 validation standards [7] - The top ten language models achieved an average task-solving rate of only 17.2% on CL-bench, indicating significant shortcomings in utilizing context effectively [7] Group 2: Future Directions - The research suggests that enhancing models' ability to learn from context could be a key direction for future iterations of large language models [7] - The role of humans in AI systems may evolve from being primary data providers to context providers as models improve their contextual learning capabilities [7] - Memory mechanisms in models are expected to become a core theme in the development of large models by 2026, potentially leading to autonomous learning capabilities [7]
云天励飞披露大算力芯片战略,要把推理成本降低百倍以上
Nan Fang Du Shi Bao· 2026-02-03 15:08
Core Insights - The company announced its strategic focus on large-scale AI inference chips, aiming to reduce the cost of inference for million tokens by over 100 times within the next three years [2][6] - The global computing power industry is shifting towards inference capabilities, with major players like Google and NVIDIA emphasizing system optimization for efficiency and cost reduction [4][5] Group 1: Company Strategy - The company has established the GPNPU technology route, defined as GPGPU + NPU + 3D stacked storage, to address the challenges of portability, deployability, and sustainable cost reduction [5] - The CEO highlighted five key elements of the company's competitive advantage: technology, production capacity, ecosystem, market, and capital, which collectively support the company's strategic goals [5] - The company is one of the few in China with sufficient domestic production capacity, ensuring high certainty for large-scale chip production and delivery [5] Group 2: Industry Trends - The competition in the inference era is shifting from merely enhancing model parameters to improving application efficiency, focusing on lower inference costs and delivery efficiency [4] - The roadmap aims to align with international mainstream platforms, optimizing key inference stages like long context pre-filling and low-latency decoding to achieve cheaper, more stable, and easier deployment [6] - The essence of competition in the inference era is the cost per inference unit, which must be made affordable and stable for AI to transition from a visible capability to an accessible productivity tool [6]
以多维度融合破解东莞地铁1号线接驳之困
Nan Fang Du Shi Bao· 2026-02-03 15:07
地铁线路的建成通车只是第一步,高效的"最后一公里"接驳体系才是决定其真正融入市民生活、发挥最 大社会效益的关键。东莞面临的挑战,其实也是国内诸多地铁新兴城市的共同挑战:如何在快速建设硬 件的同时,让软件服务同步升级?如何让轨道交通不仅成为交通工程,更成为城市更新、产业升级、民 生改善的催化剂?期待东莞的解题过程,能为同类城市提供可资借鉴的经验。 必须承认,邻近广州、深圳两个发展较为成熟的超大城市,给东莞相关部门带来了比较的压力:市民期 待同等效率的公共交通服务。此外,东莞的轨道交通运营及接驳还面临一个独特的挑战,就是该市极具 特色的"组团式分散"城市结构:32个镇街如繁星散布,产业区、居住区、商业中心交错分布。这种空间 结构导致客源不如传统核心城市集中,通勤流呈现多向、分散特征,无论是上层规划还是社会讨论,都 不可忽视这一点。应该说,东莞地铁1号线当下的接驳困境,是快速城市化、组团式分散的特殊城市结 构与公共服务体系升级不同步矛盾的综合体现。欲突破困境,需要超越"增加线路"的线性思维,走向真 正的"多维度融合"。 首先是规划融合。轨道交通规划必须与城市总体规划、土地开发利用、产业布局调整同步进行,推行真 正意 ...
APEC首场高官会在穗启幕,深圳企业组团展示AI新成果
Nan Fang Du Shi Bao· 2026-02-03 14:44
Group 1 - The APEC meeting held in Guangzhou from February 1 to 10, 2026, focused on building a shared community in the Asia-Pacific region and promoting common prosperity, emphasizing three priority areas: openness, innovation, and cooperation [1] - Over a thousand representatives from APEC member economies gathered to discuss regional development, particularly in cutting-edge topics such as artificial intelligence and the digital economy [1][6] Group 2 - APEC economies are enhancing policy coordination in vertical large models and quantum computing, with Shenzhen, as a host and innovation hub, showcasing over 40 technological achievements in robotics, embodied intelligence, and high-end manufacturing [3] - Shenzhen's exhibition highlighted a toy robot developed by Shifang Ronghai Technology Co., which utilizes multimodal interaction technology and a voiceprint recognition system, showcasing advancements in emotional perception technology [3][5] - The AI system presented operates on an "open-source protocol + standardized module" architecture, significantly lowering the barriers for traditional industries to adopt smart technologies, with applications across over 30 hardware product categories [5] - The system supports real-time interaction in 37 languages with a response delay of less than 500 milliseconds, providing a replicable technical framework for the intelligent transformation of traditional industries [5] - Shenzhen's technological achievements reflect significant progress in AI research and development, as well as the collaborative efficiency of technology transfer and industrial application [5][6] Group 3 - The APEC meeting underscored the importance of artificial intelligence as a key area for future development among member economies, with a commitment to strengthen policy coordination and resource integration [6] - Shenzhen's participation exemplifies China's open approach to global technology governance, contributing to the construction of a digital community in the Asia-Pacific region [6]
足金挂坠检出其他金属?周生生晒报告:涉事批次产品符合国标
Nan Fang Du Shi Bao· 2026-02-03 14:26
2月3日晚,针对消费者对饰品含金量的质疑,周生生官方微博发布情况说明:针对顾客反馈的相关情况,我司高度重视,第一时间复核了当时出厂批次的破 坏性检测报告,报告显示该批次货品质量完全符合国家相关标准。 同时,今日2月3日,我司已将同批次同款福袋送检至国家珠宝玉石首饰检验集团有限公司(NGTC),采用X射线荧光光谱法(XRF)进行检测,该福袋货品的检 测结论为足金饰品(报告编号:P-ZSSA2121621)。NGTC对该货品随机选取3个检测点,检测所得金含量结果依次为99.99%、99.99%、99.98%。 周生生表示,正全力配合相关部门开展工作,相关进展将及时公布。 | 杆面名预 | | | | | | | 4.3-正在 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 测试时间(=) | | | | | | | 10 (=) | | | | | | | | | 割试日期 | | | | | | | 2026/2/3 14:57:25 | | ...
新疆拟追授贺娇龙记大功奖励!此前将其写入政府工作报告
Nan Fang Du Shi Bao· 2026-02-03 14:03
2月3日,南都N视频记者从新疆维吾尔自治区人社厅获悉,确定追授自治区农产品品牌建设与产销服务 中心主任贺娇龙记大功奖励,现予以公示。早前,贺娇龙在工作中坠马不幸离世。 2月2日,新疆维吾尔自治区人社厅发布《关于追授贺娇龙同志记大功奖励的公示》。根据有关规定,经 自治区农业农村厅评议推荐,自治区人力资源和社会保障厅研究等程序,确定追授自治区农产品品牌建 设与产销服务中心主任贺娇龙记大功奖励,现予以公示。公示期为2月2日至2月6日。 2026年1月11日15时许,因工作需要,贺娇龙在新疆博乐市进行农产品电商销售活动前期拍摄时,意外 坠马致头部严重受伤。1月14日,因伤势过重,抢救无效,不幸离世。"用生命践行为民情怀的贺娇 龙"的表述,出现在今年新疆政府工作报告中。 南都此前报道,2020年,时任新疆昭苏县副县长的贺娇龙身披红斗篷,在雪原飒爽策马,为当地旅游项 目代言的短视频火遍全网。随着贺娇龙爆火"出圈",她所在的昭苏县乃至伊犁州也被带火,她也成 为"新疆文旅推荐人"之一,带起直播团队朝着乡村振兴前行。 ...
新势力销冠车企年会拉胯,被吐槽上热搜?零跑内部人士这么说
Nan Fang Du Shi Bao· 2026-02-03 13:54
对此,有零跑汽车相关人士向南都·湾财社记者表示,这是零跑旗下子公司自己的庆祝行为。对方还表示,2月2日晚,公司创始人、董事长朱江明已发布全 员信进行回应。 湾财社记者从全员信中获悉,朱江明表示,汽车电子的年会,让部分员工体验不佳、受了委屈,这暴露了公司组织能力的短板,必须正视。"公司已启动这 次年会的全面复盘,从筹备到执行全流程优化,要让每个员工都能真正感受到公司的温度。" 日前,"零跑年会被吐槽拉胯"登上微博热搜。据了解,此前有不少公司员工在社交平台爆料称,零跑汽车电子产品线年会"拉胯",不仅"中午不管饭""HR建 议自备干粮",而且"现场无空调""厕所严重不足""热水供应跟不上"。 涉及子公司内部人士: 有凌艾内部人士向南都·湾财社记者表示,目前网络上对于年会的传闻有些离谱,比如,当天年会举办地是湖州工厂的厂房里,并非临时搭建的棚子;网 传"没饭吃""吃泡面"是发生在中午,当日年会提供的是晚宴;网传鼠标垫也不是"特等奖",是幸运奖鼠标的附赠,现场也有抽运动相机、手机等。 南都·湾财社记者从其他内部人士处获悉,当日的奖品还包括咖啡机、多功能锅、无线耳机、吹风机、运动手环、电动牙刷、鼠标等。 但该人士也坦言, ...
广州立法明确:推动中职与普高学籍互转
Nan Fang Du Shi Bao· 2026-02-03 13:50
据广州人大网公布,广州市第十六届人民代表大会常务委员会第四十二次会议于2025年10月31日通过的《广州市职业教育促进条例》,业经广东省第十四 届人民代表大会常务委员会第二十三次会议于2026年1月23日批准,现予公布,自2026年3月1日起施行。 其中,该条例第三条规定: 市、区人民政府应当将发展职业教育与发展普通教育放在同等重要位置,统筹推进职业教育改革发展,每年听取和审议职业 教育工作情况报告,研究解决职业教育发展中的重大问题。市人民政府应当每年向市人民代表大会常务委员会书面报告职业教育发展情况。 第十一条规定:职业学校的毕业生在落户、应征入伍、就业创业扶持、公务员招录、企事业单位招聘、职称评审、职级晋升等方面,与同层次普通学校的 毕业生享有平等机会。获得中级工、高级工以及技师、高级技师职业资格或者职业技能等级的技能人才,分别比照中专、大专、本科学历享受相关待遇。 第十四条规定:教育行政主管部门应当建立健全职业教育和普通教育相互融通机制,推动中等职业学校与普通高中之间实行学籍互转、学分互认、资源互 通。具体工作指引由市教育行政主管部门另行制定。 教育行政主管部门应当推动普通中小学校将职业教育相关教学内容 ...