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苹果在日本“低头”
Guan Cha Zhe Wang· 2025-12-19 10:05
Core Viewpoint - The Japanese government has enacted the "Smartphone Software Competition Promotion Law," targeting monopolistic practices by international tech giants like Apple, requiring them to amend their app market practices [1][4]. Group 1: Legislative Changes - The law, effective from December 18, 2023, aims to enhance consumer choice and improve user experience by allowing third-party app stores and payment systems [1][4]. - The Japanese Fair Trade Commission is authorized to impose compliance obligations on monopolistic software providers, specifically naming Apple and Google as targets [1][4]. Group 2: Apple's Response - In response to regulatory pressure, Apple announced adjustments to its iOS system in Japan, including allowing third-party app stores and payment systems [2][4]. - Apple has reduced its commission rates, with the standard rate for apps distributed via the App Store lowered from 30% to 21%, and further reduced to 10% for small developers and specific partnerships [5][8]. Group 3: Commission Structure - Apple's new commission structure includes a 15% fee for directing users to external payment websites and a 5% "Core Technology Commission" for apps distributed outside the App Store [5][8]. - Despite the adjustments, Japanese media suggest that Apple's fees remain high, and the changes may not lead to significant price reductions for consumers [5][8]. Group 4: Global Context - Similar regulatory actions against Apple's App Store policies have occurred in the EU and the US, with the EU imposing an €18.4 billion fine and allowing users to download software from outside the App Store [6][8]. - In the US, Apple has updated its App Review Guidelines to allow developers to link to external payment options, reflecting ongoing legal pressures [6][8]. Group 5: Market Implications - The new Japanese law is seen as a significant step towards promoting competition in the digital market, potentially benefiting consumers [8][9]. - There are calls for similar regulatory measures in China, where Apple's commission rates remain the highest among major markets, and developers face strict limitations on payment options [8][10].
美素佳儿迎来新帅,中国高端奶粉市场成决胜关键
Guan Cha Zhe Wang· 2025-12-19 09:21
Core Viewpoint - FrieslandCampina is undergoing significant organizational changes, including a leadership transition, as part of its strategic initiative "Expedition 2030" aimed at enhancing performance through market capture, profit expansion, and cash flow improvement [1][4]. Group 1: Leadership Changes - Roger Loo will succeed Harvey Uong as the Global President of Professional Nutrition at FrieslandCampina, effective April 1, 2026, after Uong's 13-year tenure with the company [1]. - Jan Derck Van Karnebeek became the CEO of FrieslandCampina in June 2023, bringing extensive experience from his previous role at Heineken [2][4]. Group 2: Strategic Initiatives - The "Expedition 2030" strategy will be implemented starting January 1, 2024, and aims to enhance performance through three dimensions: winning markets, expanding profits, and improving cash flow [4]. - FrieslandCampina is restructuring into seven business groups, including a focus on professional nutrition, particularly in the Chinese infant formula market [4]. Group 3: Recent Transactions - FrieslandCampina has been actively divesting non-core assets, such as the sale of its Romanian operations to Bonafarm Group, citing limited synergy with its European business [4][5]. - The company acquired Wisconsin Whey Protein Company to expand its food ingredients business and announced a merger with Milcobel, effective January 1, 2024, to strengthen its global market position [5][7]. Group 4: Financial Performance - In the first half of 2025, FrieslandCampina's revenue grew by 6.4% to €6.8 billion, with operating profit increasing by 20.6% to €363 million and net profit rising by 25.7% to €230 million [8]. - The professional nutrition segment generated €718 million in revenue, a year-on-year increase of 18.1%, contributing 60% of the company's operating profit [10]. Group 5: Market Trends - The Chinese infant formula market is shifting towards premiumization, with high-end organic products gaining traction, as evidenced by a 4.2 percentage point increase in the market share of ultra-premium products [10]. - FrieslandCampina launched the ultra-premium organic "Royal FrieslandCampina Chunyue Series" infant formula in response to this trend [10][11]. Group 6: Leadership Experience - Roger Loo has a rich background within FrieslandCampina, having held various leadership roles since 2012, and has experience in major consumer goods companies like Kraft Heinz and Procter & Gamble [12][13]. - Loo is familiar with the Chinese market and has indicated FrieslandCampina's commitment to increasing investment and development in China [13].
放弃内燃机禁令后,欧洲与美国仍有很大差异
Guan Cha Zhe Wang· 2025-12-19 09:19
Group 1 - The EU's decision to abandon the 2035 ban on internal combustion engine vehicles provides traditional automakers in Europe with more time to transition, but electric vehicles remain the future, making it difficult for Europe to compete with China's electric vehicle industry in the long run [1] - The new EU rules allow plug-in hybrids, range-extended vehicles, and even fuel vehicles to be sold legally after 2035, and a new category for small electric vehicles has been introduced, providing additional credit for European manufacturers [2][6] - The European Automobile Manufacturers Association (ACEA) reported that electric vehicle sales in the EU increased by 25.7% year-on-year, accounting for 16.4% of total sales, but the market share is still low in Southern and Eastern Europe [2] Group 2 - Analysts predict that by 2035, pure electric vehicles will only account for 62% of sales in Europe, with slow charging infrastructure being a major barrier to higher adoption rates [5] - High-end brands like Porsche, Mercedes, and BMW may benefit the most from the EU's policy shift, as their customer base is more interested in traditional mechanical structures [5] - The EU's decision aims to give European manufacturers time to develop cost-competitive electric vehicles to catch up with Chinese brands, which have been expanding in the European market despite tariffs [6][8] Group 3 - The EU's policy shift has faced criticism from industry stakeholders and environmental organizations, with over 150 CEOs, including those from Volvo and Polestar, supporting the original 2035 ban [12] - The EU's approach contrasts with the U.S. under the Trump administration, which has withdrawn support for electric vehicles [5] - The policy changes have raised concerns among automakers about the impact on their investments, as many have spent billions on electric vehicle development and factory expansions [10]
低空产业发展再提速!上海浦东软件园正式发布低空经济产业服务平台
Guan Cha Zhe Wang· 2025-12-19 08:58
一架架无人机灵活穿梭于高空,高效完成幕墙清洗、咖啡配送等工作,绿色能源加持的氢动力无人机演 示载货运输,系留无人机与车辆协同联动,展现应急通讯及侦测智能化新方案……上海浦东软件园三林 园内,一幅低空产业多元应用场景的全新图景正徐徐铺展,生动体现了低空科技在不同领域的实践价值 与商业化潜力。 12月19日,"协同致远·未来已来"上海浦软低空经济产业服务平台发布会成功举行。浦东新区科技和经 济委员会副主任王纲,浦东新区三林镇党委副书记、镇长王震东,上海浦东软件园股份有限公司党委书 记、总经理聂影,上海浦东软件园股份有限公司党委委员、副总经理、上海浦东软件园三林园发展有限 公司董事长虞俭,中国航空器拥有者及驾驶员协会秘书长陈国华共同启动上海浦软低空经济产业服务平 台,为浦东低空经济发展按下"加速键"。浦东新区首个低空经济综合性产业展示馆——上海浦软低空经 济展示馆同时揭幕。 聚焦战略前沿,发布产业服务平台 为进一步推动低空产业生态链协同发展,上海浦软低空经济产业服务平台将聚焦场景应用、产业协同、 资本赋能与人才培育四大功能,已引入一批合作伙伴、合作基金、入驻企业及培训基地。会上,复能科 技、柘飞航空、御风未来、捷信 ...
字节跳动宣布提高所有职级薪酬范围,确保在全球“领先于头部水平 ”
Guan Cha Zhe Wang· 2025-12-19 08:35
Core Insights - ByteDance announced an increase in talent investment and compensation competitiveness in an internal email to global employees, aiming to attract and retain top talent in a competitive market [1] Group 1: Talent Investment Measures - The company will implement four major measures: increase bonus (including performance options) investment by 35% for the 2025 performance evaluation cycle compared to the previous cycle [1][2] - Salary adjustment investment will be significantly increased, with a 1.5 times increase compared to the previous cycle [1][2] - The lower and upper limits of total compensation packages for all job levels will be raised to enhance competitiveness [1][2] Group 2: Performance Incentives - For performance incentives, the upper limit of monthly performance incentives for employees rated "M" and above will be increased, with "M" increasing by 1.5 months, "M+" by 1.5 months for the lower limit and 2.5 months for the upper limit, and "E" by 3.5 months for the lower limit and 3 months for the upper limit [2] - The calculation base for semi-annual incentives for employees rated "E" and above will shift from monthly salary to total monthly package (salary + monthly options) [2] Group 3: New Compensation Structure - ByteDance will implement a new job level system, transitioning from a 5-level 10-tier system to a 10-level system (L1-L10), merging some existing levels and adding a new level [2] - The new compensation structure will provide greater salary increase potential for employees without promotions, while also enhancing the salary increase potential associated with promotions [2]
填补空白!全球航司首台C919飞行模拟机启用
Guan Cha Zhe Wang· 2025-12-19 07:43
作为国产大飞机C919的全球首发用户,中国东航坚决扛起"大飞机事业一定要办好"的职责使命。自 2022年12月9日接收全球首架C919客机,并于2023年5月28日成功实现商业首航以来,东航始终胸怀"国 之大者",积极发挥民航国家队、主力军作用,勇当国产大飞机商业运营的"先行者"与"探索者",围绕 C919商业飞行创造了多个"首次"和"第一",并探索出一套业内首创的操作规范、流程和标准。 微信公众号"中国东航"消息,12月19日,全球首台交付航空公司的国产大飞机C919飞行模拟机在东航 研发中心正式启用,标志着东航在国产大飞机运行保障能力建设上迈出关键一步。 东航此次接收的飞行模拟机,是目前C919机型最先进的全动飞行模拟机,具有卓越的视觉逼真度、强 劲的虚拟计算能力,可实现高仿真度、多种类科目的飞行训练,营造几近真实的模拟飞行效果。 模拟机投入使用后,有效填补了航空公司在C919机型训练装备领域的空白,将为东航飞行训练体系的 全面升级提供关键支撑,也将进一步筑牢国产大飞机商业运营的"安全基石"。东航将总结反馈模拟机实 际运行情况,形成"运营-训练-研发"的良性循环,为C919机型的持续改进、迭代升级贡献力量 ...
云南多地探访:数智技术如何绘就边疆发展新图景
Guan Cha Zhe Wang· 2025-12-19 07:37
Group 1 - Yunnan is focusing on high-quality development and driving various industries towards digital and low-carbon transformation as part of the "14th Five-Year Plan" [1] - The "Seeing Digital Yunnan" event highlighted the province's advancements in digital infrastructure and its applications in rural revitalization, ecological protection, and education [1] - The event attracted nearly 20 media outlets to explore key national strategies and industry policies in Yunnan [1] Group 2 - Southwest Forestry University, in collaboration with Yunnan Telecom and Huawei, has established the region's first "All-Optical + WiFi7" smart campus, featuring a 100G dual-core redundant backbone and extensive coverage [2][4] - The campus network aims to meet the growing demands for teaching and office needs, providing high-speed internet services across over 80 buildings and 9000 rooms [2] Group 3 - The Kunming service area has implemented Huawei's ultra-fast charging solutions for electric heavy trucks, addressing the bottleneck of low charging efficiency [5][7] - By 2025, the national sales of electric heavy trucks are projected to reach 79,000 units, indicating a significant shift towards electrification in the heavy-duty vehicle sector [5] Group 4 - Yunnan Mobile and Yuntianhua Group are developing a high-efficiency, intelligent all-optical park network to support smart manufacturing and real-time data transmission [9] - This network aims to enhance supply chain responsiveness and reduce inventory issues through AI-driven solutions [9] Group 5 - The "61520" platform by China Mobile is providing digital support for left-behind children in schools, enhancing communication between children and their parents [10][12] - The platform has been implemented in over 1000 schools, benefiting nearly 50,000 left-behind children across the province [12] Group 6 - The establishment of a smart monitoring system in the Yunnan Copper Wall Provincial Nature Reserve aims to enhance wildlife protection through real-time data collection and monitoring [13][15] - This system includes multiple observation stations and advanced monitoring equipment to track endangered species effectively [13] Group 7 - The "One Village, Two Countries" scenic area in Yunnan is leveraging 5G technology to enhance tourism experiences, allowing visitors to share their experiences in real-time [28][30] - The integration of digital technology is revitalizing the local economy and promoting cultural exchange between China and Myanmar [28] Group 8 - The jewelry and jade industry in Ruili is undergoing a digital transformation through the deployment of 5G networks and live streaming capabilities, enhancing sales and customer engagement [31][33] - This initiative addresses challenges faced by traditional sales methods and aims to boost competitiveness in the market [31] Group 9 - Yunnan is actively pursuing opportunities in the digital era, focusing on low-carbon transformation and the integration of digital technologies across various sectors [1][33] - The province's unique geographical advantages and clean energy resources are being leveraged to support this transition [33]
国家级AI算力开放创新平台又添新成员 太初元碁持续赋能智算建设
Guan Cha Zhe Wang· 2025-12-19 07:24
12月18日,盐城超级计算中心(简称"盐城超算")"国家新一代人工智能公共算力开放创新平台"正式揭 牌。同时,在揭牌仪式上,盐城超算启动二期项目建设规划。根据规划,盐城超算与太初(无锡)电子 科技有限公司(以下简称"太初元碁")续约,构建新一代超智融合计算系统。同时,盐城超算还与华为 签署战略合作协议,加速推动盐城超算二期落地。 作为国产AI芯片企业及第七批国家级"专精特新小巨人",太初元碁近年来基于自研AI芯片与AI加速卡 打造高密液冷智算集群构建出国产智算底座,已参与包括无锡超算、延安智算中心等在内的多个国家公 共算力基础设施建设,截至目前已服务200余家高校企业,支持超1200千万亿次/秒浮点运算算力需求。 根据规划,盐城超算二期建设将继续坚持自主可控、多元融合的技术路线,构建更为完善的国产算力体 系。太初元碁将延续发挥异构众核架构优势,为集群贡献重要算力组成部分,与合作伙伴协同打造高 效、安全、绿色的国产多元异构智算基础设施体系,共同推动盐城乃至长三角地区人工智能产业生态高 质量发展。 据悉,盐城超级计算中心于2023年7月入选科技部"国家新一代人工智能公共算力开放创新平台 (筹)"名单,成为全国25 ...
“小墨”具身智能机器人在宁德时代工厂上线
Guan Cha Zhe Wang· 2025-12-19 06:53
Core Viewpoint - CATL, the world's largest electric vehicle battery manufacturer, has deployed a humanoid robot named "Xiao Mo" at its production base in Luoyang, Henan, marking a significant step in the practical application of embodied intelligence technology in smart manufacturing [1][3]. Group 1: Technology and Innovation - "Xiao Mo" is developed by Spirit AI, a robotics company within CATL's ecosystem, and features an integrated AI model for "vision-language-action," enabling it to perceive its environment and execute tasks accurately [1][3]. - The robot can autonomously handle material position deviations and connection point changes, dynamically adjusting its posture and force during the flexible harness insertion process to ensure reliable connections without damaging sensitive components [1][3]. Group 2: Production Efficiency - In actual production, "Xiao Mo" has achieved a connection success rate exceeding 99% and operates with efficiency comparable to skilled human workers [3]. - The robot's daily workload is nearly three times that of human workers, demonstrating exceptional consistency and stability in the production of multiple battery models [3]. Group 3: Industry Impact - CATL's latest factory plans reflect the increasing application of smart robots in China's manufacturing sector, accelerating automation processes and enhancing overall corporate efficiency [3]. - Other Chinese automotive manufacturers, such as Changan and Xpeng, are also investing in humanoid robots to strengthen their competitive edge in the global electric vehicle supply chain [4].
联想要与字节合作AI手机?知情人士:一直紧密合作
Guan Cha Zhe Wang· 2025-12-19 06:51
Core Viewpoint - ByteDance is advancing collaborations with Lenovo and Transsion to integrate AI capabilities into smartphones, aiming to enhance user engagement and shift the current passive stance of AI in execution [1] Group 1: Collaboration and Product Development - ByteDance is working closely with Lenovo and other partners in the smart terminal sector, particularly with the "Doubao" mobile assistant application, which allows users to perform various tasks through voice commands [1] - The "Doubao" mobile assistant has sparked significant industry interest in the future of AI-enabled devices, although it faced initial user issues with popular applications like WeChat and banking apps [1][2] - Adjustments are being made to the AI mobile assistant's capabilities, including restrictions on certain applications to ensure compliance and user safety [2] Group 2: Strategic Intent and Market Position - ByteDance's strategy focuses on creating new monetization pathways rather than merely driving business growth, involving mobile manufacturers in revenue sharing from traffic distribution and subscription services [2] - Major smartphone manufacturers are cautious about relinquishing control over user access, with ByteDance emphasizing that it does not plan to develop its own smartphones [2] - Lenovo's Motorola brand, with a projected shipment of 16 million units by Q3 2025 and a 4.9% global market share, presents a significant opportunity for ByteDance to reach over 50 million users [3]