【文/观察者网 阮佳琪】 美国关税持续冲击墨西哥，导致大量工厂关停、工人失业，中资投资俨然成为当地的"救命稻草"。而能 否抓住这一机遇，关键还在于墨西哥自身。 当地时间12日，路透社援引知情人士消息称，中国两大头部车企比亚迪与吉利已进入收购日产-奔驰墨 西哥工厂的最终竞标名单，越南电动汽车制造商VinFast位列第三；另有两位消息源透露，最初共有9家 企业表达收购意向，其中至少还包括奇瑞与长城汽车两家中国主流车企。 此举是中国车企在墨西哥布局制造基地的关键一步，但据知情人士透露，墨西哥政府正面临两难抉择： 特朗普政府的关税政策持续重创本国汽车业，中资投资有望创造亟需的就业岗位；但墨方同时担忧，中 国企业在墨设产可能激怒华盛顿，进而危及今年美墨加贸易协定的谈判进程。 两个墨政府消息源声称，尽管墨方无法阻止工厂出售，但经济部官员已私下敦促地方暂缓审批中国车企 的投资，直至墨方完成与美国的贸易谈判。 美国事实上已禁止中国品牌汽车在美销售，总统特朗普更无端指责墨西哥为中国商品进入美国市场"提 供后门"。对于墨方举动，白宫发言人辩称美国贸易壁垒基于所谓国家安全与经济安全考量。 中国商务部未就此置评。去年12月，墨西哥国 ...

消息人士称，这是特朗普政府在去年10月底中美元首釜山会晤达成"贸易休战"后，为遏制可能激怒中方 的美国政府行动而采取的最新举措。 报道还称，美国商务部在为其行动辩护时坚称，正积极运用其权限，"应对来自外国技术的'国家安全风 险'，并将继续这样做"。 【文/观察者网 熊超然】自中美元首去年10月底的釜山会晤之后，有关美国总统特朗普将于今年4月访 华的消息就不绝于耳。 据路透社当地时间2月12日援引消息人士独家报道，在潜在的访华行程正式成行之前，特朗普政府搁置 了一系列对华关键科技安全措施（禁令），这些措施包括禁止中国电信在美国开展业务，以及限制向美 国数据中心销售中国设备。 四名不愿透露姓名的知情人士称，美方还暂停了对TP-Link路由器的销售禁令、中国联通和中国移动在 美国开展互联网业务的禁令，而另一项禁止中国电动卡车和电动巴士在美国销售的禁令也被搁置。 据报道，中国驻美国大使馆回应表示，中方一贯反对将经贸和科技问题政治化，同时欢迎中美合作，让 2026年成为"两国迈向相互尊重、和平共处、合作共赢的一年"。 2025年10月30日，韩国釜山，中美元首会晤结束后，美国总统特朗普乘"空军一号"专机启程返回美国。 ...

2月11日，长征十号运载火箭系统低空演示验证与"梦舟"载人飞船最大动压逃逸飞行试验取得成功。梦 舟载人飞船返回舱安全溅落于预定海域，长征十号运载火箭一级箭体亦按程序受控安全溅落于预定海 域。这标志着我国载人月球探测工程研制工作取得重要阶段性突破。 溅落瞬间 长征十号运载火箭一级箭体按程序受控安全溅落于预定海域海上溅落。落点精准，姿态正常，海上回收 关键流程跑通了一遍 此时此刻，地球上三条载人航天路径，正以不同方式推进。 中国的新一代载人飞船"梦舟"，已在最大动压条件下成功实施分离逃逸；长征十号甲以初样状态完成首 次点火飞行。飞船返回舱与火箭一级箭体按程序受控溅落预定海域，关键风险段经实飞验证，为后续载 人月球探测打下数据基础。 美国商业航天体系中的"龙"飞船，仍在既定轨道上往返国际空间站，维持着常态化的近地轨道载人运输 节奏；而搭载在SLS大火箭上的"猎户座"，则仍在工程、政治与预算的多重变量中等待下一次奔向月球 的窗口，充满了不确定性。 【文/观察者网专栏作者 白玉京】 网友绘制的长十结构图 长十的第三次冲击 从某种意义上说，长征十号相关的低空演示验证与海上溅落试验，是中国围绕可重复使用火箭能力发起 的第三 ...

2月12日，小米汽车官微发布关于支持《汽车行业价格行为合规指南》的声明： 《指南》共五章28条，主要包括以下五方面。 明确总体原则和要求 明确《指南》制定目的、依据和适用范围，规定价格行为应遵循的基本原则，并鼓励行业协会加强自 律，推动行业价格合规建设。 细化汽车生产企业价格行为规范 明确从整车到零部件生产、从定价策略到销售行为各环节的价格合规要求。实行全流程价格管理，强化 公平定价约束，规范促销与定价行为，依法打击不正当价格行为。 明确汽车销售企业价格行为要求 2月12日，国家市场监督管理总局发布《汽车行业价格行为合规指南》（以下简称指南），这是规范汽 车行业竞争秩序、护航产业高质量发展的重要举措，有助于保障消费者合法权益，推动行业向以技术、 品质为核心的价值创造转型。 作为中国智能网联新能源汽车产业的参与者，小米汽车对此表示坚决支持并积极响应。我们将以《指 南》为遵循，持续优化自身价格管理与合规体系建设，严格落实明码标价要求、坚决杜绝价格欺诈及不 正当竞争行为。同时，小米汽车将发挥产业链协同作用，带动合作伙伴共同落实《指南》规范，与行业 同仁携手维护公平竞争秩序，以实际行动为中国汽车产业高质量发展贡献力量 ...

Core Insights - The article highlights the significant advancements in China's AI models, particularly the DeepSeek-R1, which has achieved performance comparable to top US models at a much lower cost and computational power, marking a pivotal moment in the AI industry referred to as the "DeepSeek moment" [1][6] - Chinese tech companies continue to innovate and release powerful new AI models, maintaining momentum in the industry despite global challenges [6][10] Group 1: AI Model Developments - ByteDance has launched the Seedance 2.0 video generation model, capable of understanding complex natural language instructions and producing high-quality video content, representing a significant leap from earlier AI video tools [3][9] - The Seedance 2.0's groundbreaking feature is its ability to generate coherent multi-scene narratives from a single instruction, maintaining consistency in characters, lighting, style, and atmosphere, achieving near "zero post-production" results [3][9] - Other companies, such as Zhiyuan and Alibaba, are also making strides with new models like GLM-5 and the upcoming Qwen 3.5, respectively, indicating a competitive landscape in AI development [4][10] Group 2: Market Perception and Trends - Analysts note that the reasoning capabilities of Chinese AI models are on par with their US counterparts, but at significantly lower deployment costs, drawing global attention [6][10] - The success of DeepSeek has shifted perceptions regarding the necessity of massive investments in computational infrastructure for developing advanced AI, challenging the notion that only companies spending billions can create cutting-edge AI [5][10] - The trend towards open-source AI models, exemplified by DeepSeek, is lowering barriers for developers and businesses to access advanced AI technologies, making "open-source and low-cost" the new norm in the industry [5][10]

Core Viewpoint - The case highlights the legal implications of marriage brokerage services in China, particularly regarding the introduction of foreign partners and the potential for contract invalidation due to regulatory violations [1] Group 1: Legal Framework - Domestic marriage introduction agencies are prohibited from engaging in or indirectly conducting foreign marriage introduction services, making the contract between the agency and the client invalid [1] - According to the Civil Code, if a contract is deemed invalid, any property obtained through that contract must be returned, which means the agency should refund the 60,000 yuan fee as it constitutes unjust enrichment [1] Group 2: Potential Legal Actions - The sudden disappearance of the foreign spouse after one year may indicate marriage fraud, allowing the client to report the matter to law enforcement to pursue legal action against the foreign individual [1]

Core Viewpoint - The company, Shuangliang Energy Systems Co., Ltd., announced the acquisition of three overseas orders for a total of 12 high-efficiency heat exchangers, intended for use in the fuel production system of SpaceX's Starship launch base, which led to a significant increase in its stock price on the announcement day [1][6]. Group 1: Order Details - The three orders were signed on October 25, 2025, and January 9, 2026, with a total value of approximately RMB 13.923 million, representing about 0.11% of the company's audited revenue for 2024 [6]. - The company clarified that it is not a direct partner with SpaceX but rather an indirect supplier for the project, indicating that commercial aerospace is not a primary application area for its products [11]. Group 2: Regulatory Response - The Shanghai Stock Exchange (SSE) issued a warning to the company and its then-secretary of the board, Yang Likang, for failing to disclose complete and accurate information regarding the orders, which could mislead investors [7][8]. - The SSE mandated the company to submit a rectification report within one month, signed by all directors and senior management, to address compliance issues and improve information disclosure practices [8][9]. Group 3: Market Impact and Risks - The company's stock experienced significant volatility on February 12, 2026, with a daily fluctuation of 13.35% and high turnover rates over the preceding three days [12]. - The company warned that future orders are subject to uncertainties related to the construction and expansion plans of commercial aerospace projects, as well as potential impacts from international political and economic factors [11].

2月12日，观察者网获悉，荣耀前CEO赵明将出任千里科技联席董事长。消息人士称，在战略层面，千里科技董事长印奇更侧重于把握AI科技的发展战略， 赵明则将重点推进AI商业模式的闭环战略。 其中第一百零九条修订为：公司设董事会，董事会由十二名董事组成，其中独立董事四名（至少一名会计专业人士）、职工代表担任的董事一名。设董事长 一人，联席董事长一人，副董事长三人。董事长、联席董事长和副董事长由董事会以全体董事的过半数选举产生。 但公告中未提及赵明任职一事。去年9月，赵明在一场沟通会上说，"我在寻找能够让我更加兴奋、值得再投入10年甚至更久时间去做的事情。" 随后，印奇在朋友圈转发相关报道，并发文欢迎赵明。 印奇朋友圈截图 图源：观察者网 赵明于2015年出任华为荣耀业务总裁。2020年11月华为出售荣耀后，赵明担任新荣耀CEO。任职期间，他提出"聚焦端侧AI、以AI重构操作系统"的技术路 径，为荣耀在AI手机领域奠定早期布局基础。 去年1月，赵明因个人原因辞去荣耀董事、CEO等相关职务。 千里科技前身是力帆科技，现由印奇掌舵，聚焦"AI+车"，致力于打造面向全球的智能出行科技品牌。该公司核心业务包括终端业务与科技业 ...

Core Viewpoint - The Chinese high-end women's clothing brand ICICLE's parent company, ICCF Group, is reportedly preparing for an IPO, considering options for listing in Hong Kong or Paris, and possibly a dual listing in Hong Kong and London. This marks the second time the company has been linked to IPO rumors, with previous speculation occurring two years ago without confirmation [1][2]. Group 1: Company Performance and Growth - ICCF Group's business is reported to be stable, with an estimated valuation around €1 billion and sales reaching several hundred million euros last year. The company's sales figures have shown significant growth, with sales exceeding ¥1.5 billion in 2016 and surpassing ¥3 billion in 2021. Although growth faced challenges in early 2024, a recovery is anticipated in the latter half of the year [1][2][4]. - The company has experienced continuous growth of over 15% for eight consecutive months starting from October 2024, indicating that promotional strategies have not compromised brand integrity [2]. Group 2: Strategic Developments - The brand's journey began in 1997, focusing on providing comfortable and eco-friendly clothing, which laid the foundation for its high-end positioning. In 2013, the company shifted from a manufacturing-driven model to a dual focus on design and manufacturing, establishing a creative center in Paris and acquiring a factory known for producing high-quality garments [4][5]. - In 2018, ICCF Group acquired the French brand Carven for €4.2 million, which is seen as a strategic move to penetrate the European market. The group operates under a dual-center model with offices in both Paris and Shanghai [5]. Group 3: Market Position and Challenges - The company's valuation narrative is supported by its unique position as a "Chinese version of Max Mara," having achieved significant milestones in craftsmanship, design, brand acquisition, and international recognition. ICCF Group owns a 90,000 square meter manufacturing facility in Shanghai, which is considered a strategic asset for future branding [7]. - However, over 90% of ICCF Group's business remains concentrated in China, contrasting with international brands that typically derive 25% to 30% of their revenue from the Chinese market. This heavy reliance on the domestic market may limit the company's valuation potential in international markets [8]. - The integration of Carven has not yet yielded significant financial returns, with reports of price cuts and store closures in China. The success of the IPO will depend on the company's ability to transition from a China-rooted brand to one accepted by global consumers [9].

【文/观察者网 陈思佳】荷兰政府去年一意孤行，挑起安世半导体纷争，一度引发全球汽车供应链"大地 震"。然而，荷兰仍未从中吸取教训，仍试图插手安世半导体的管理。 当地时间2月11日，荷兰阿姆斯特丹企业法庭作出裁决，下令对安世半导体所谓"管理不善"进行正式调 查。裁决还维持了荷兰政府此前暂停安世半导体中国籍CEO的决定，并允许公司的欧洲临时管理团队继 续留任。 该法庭在裁决中声称，"有充分理由"质疑安世半导体的政策和商业行为，安世半导体当前"主要需要稳 定，以便能够修复其内部关系、生产链以及对客户的交付"。 去年9月30日，荷兰看守政府以所谓"国家安全"为由，援引《货物可用性法案》"强行接管"中国半导体 领军企业闻泰科技（维权）的全资子公司安世半导体，但直至10月12日才对外公开。此举导致安世半导 体的芯片供应中断，引发全球汽车供应链"大地震"。 去年10月，迫于各界压力，荷兰看守政府才宣布暂停对安世半导体的干预。同时，安世（荷兰）和闻泰 科技将此纠纷提交至阿姆斯特丹企业法庭。闻泰科技指控安世（荷兰）的临时管理层扰乱运营、破坏供 应链，并向法庭申请正式撤销看守政府的干预举动。 针对荷兰企业法庭作出的最新裁决，闻泰 ...