Guan Cha Zhe Wang

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看到日美关税15%,菲律宾后悔了:我们能不能也降?
Guan Cha Zhe Wang· 2025-07-24 05:55
【文/观察者网 阮佳琪】 央视新闻22日消息,美国对菲律宾的关税税率终于"尘埃落定",菲律宾将被征收19%的关税,同时对美 国"零关税"开放市场。 对于亲自赶赴白宫会见美国总统特朗普的菲总统小马科斯而言,这样的结果难免尴尬,毕竟关税最终只 比原先降低了1%;而让菲律宾彻底坐不住了的是,同为美国在亚洲的盟友,日本也在同一天与美方达 成协议,还拿到了更低的关税税率15%。 "我们当初谈判真该更强硬些,"菲政治学者、菲律宾大学亚洲中心高级讲师理查德·海德利安(Richard Heydarian)悻悻然,嘟囔道,"日本拿到的优惠幅度要大得多。" 当地时间周四(24日),菲律宾驻美国大使罗穆亚尔德斯(Jose Manuel Romualdez)在华盛顿受访时表 示,菲方计划在8月1日正式生效前,继续争取将美对菲征收的关税从19%降至15%。 "关税仍有进一步优化的空间,"他在节目上说,"正如他(特朗普)今天早些时候宣布的,最低关税已 降至15%,因此我们都希望能将关税降到这一水平。" 罗穆亚尔德斯坚称,菲方相信"仍有时间"就此展开谈判,而且贸易协议的许多细节仍有待讨论。 菲律宾总统小马科斯(左)与罗慕尔德兹(右)。社交 ...
酵色海外首店落地新加坡,橘宜集团加速出海?
Guan Cha Zhe Wang· 2025-07-24 04:08
Core Insights - Ju Yi Group is accelerating its international expansion, with its brand "Jiao Se" opening its first overseas physical store in Singapore's Wisma Atria shopping center [1][5] - The brand has historically focused on online sales but is now exploring physical retail to enhance brand building and technology output [5][10] - Since starting its overseas expansion in 2021, Ju Yi Group has entered over 30 countries and established local teams in markets like Singapore, Indonesia, and Vietnam [7][10] Company Strategy - Ju Yi Group's revenue reached 3.5 billion in 2023, marking a 36% year-on-year growth, indicating a strong performance despite a challenging market environment [8] - The company plans to continue expanding its brand matrix through new brand incubation and acquisitions, including the recent acquisition of a domestic skincare brand [8][10] - The opening of physical stores is seen as a crucial step for Ju Yi Group to enhance its sub-brands and adapt to the preferences of Southeast Asian consumers [10][11] Market Dynamics - Southeast Asia is a preferred market for Chinese beauty brands due to the limited growth potential in the domestic market [8][10] - Local market research and tailored product offerings are essential for success, as consumer preferences and cultural differences vary significantly [10][11] - Many Chinese beauty brands face challenges in differentiating themselves in overseas markets, where competition is fierce and price sensitivity is high [10][11]
美军项目折戟,中国科学家却打破“魔咒”
Guan Cha Zhe Wang· 2025-07-24 03:51
【文/观察者网 熊超然】在本月发表于《航空学报》的一篇同行评议论文中,中国空气动力研究与发展 中心研究员黄江涛领导的团队研发出一项革命性的软件设计方案,他们表示,这将帮助克服隐形飞机研 发过程中面临的一大障碍。 这一新型平台使飞机设计师能够自由增加设计变量,却无需提升计算负荷,这一突破长期被航空界认为 是"不可能实现的技术壮举"。中方研究团队的这一创新,被视为破解了所谓的"维度魔咒",他们以美国 海军X47B试验型隐身无人机为例,说明了该系统的运作原理。 "采用带进气道的X47B外形开展基于表面灵敏度的大规模设计变量气动隐身优化,优化外形相对于初始 外形阻力、RCS大幅度下降,总压恢复系数少量提升,优化后进气道弯度增加,RCS减缩效果显著且保 持了初始进气道的良好的总压恢复和总压畸变性能。" 黄江涛团队表示,优化结果表明,他们所建立的基于阻抗边界条件表面灵敏度的气动隐身优化方法能够 实现考虑吸波材料涂覆的大规模设计变量气动隐身优化,为低可探测飞行器设计提供技术支撑。 2012年12月10日,美国海军发布拍摄照片,在大西洋一个未公开的位置上,X-47B无人空战系统验证机 在"杜鲁门"号(CVN 75)航空母舰的 ...
总说AI要落地,可谁来走那“最后一公里”?
Guan Cha Zhe Wang· 2025-07-24 03:51
Core Insights - The article emphasizes the transition of artificial intelligence from a general narrative to specific applications, highlighting the disconnect between technology providers and demand-side entities in the final stages of implementation [2] - WAIC CONNECT has successfully facilitated real transactions and connections between buyers and sellers, demonstrating the effectiveness of its mechanism in bridging the gap between visibility and adoption [2] Group 1: Mechanism Innovation - WAIC CONNECT has established a year-round operational mechanism that includes a research-release-connection cycle, aiming to bridge the gap between usable technology and applicable scenarios with a pool of 20 billion yuan in orders and over 150 real-name procurement groups [3] - The event showcased over 50 genuine procurement demands across eight major sectors, including urban renewal, overseas services, healthcare, intelligent manufacturing, smart consumption, financial technology, county economy, and smart energy [3] Group 2: Industry Representation - The procurement groups represented a wide array of industries, including major enterprises in urban renewal, overseas services, healthcare, intelligent manufacturing, smart energy, county economy, smart finance, and smart new consumption [4][5] - Notable companies involved include China State Construction Engineering, Shanghai Construction Group, Ningde Times, IDG Capital, and various international procurement groups from countries like Germany, Japan, and the UAE [4][5] Group 3: Supply-Demand Linkage - WAIC CONNECT's approach to connecting supply and demand is not merely about information matching but involves a deep restructuring of supply-demand dynamics through a series of events focused on trend identification, path clarity, and cooperative engagement [6] - The event featured over 15 major demand releases across various application fields, facilitating discussions among model providers, computing power suppliers, scenario providers, and investors [6] Group 4: Beyond the Exhibition - WAIC CONNECT is not limited to a three-day event but extends into a year-round industry exploration, initiating a "City Walk + Scene Immersion" mechanism to facilitate in-depth discussions between technology providers and procurement parties in key tech hubs [7] - This initiative aims to transition proposals from paper to real-world applications, accelerating the adoption of AI technologies [7]
通向科学智能2.0时代的“最强大脑”,星河启智科学智能开放平台即将上线
Guan Cha Zhe Wang· 2025-07-24 03:48
Core Perspective - The transition from "Scientific Intelligence 1.0" to "Scientific Intelligence 2.0" emphasizes the need for more powerful and user-friendly infrastructure and collaboration platforms to enable a larger group of scientists to focus on scientific problems [2] Group 1: Platform Overview - The NovaInspire: Scientist-Centered AI Open Platform is developed by Shanghai Institute of Science Intelligence in collaboration with Infinite Light Years and Fudan University, aiming to provide a comprehensive open platform centered around scientists [2] - The platform will be launched at the WAIC2025 event in Shanghai on July 26 [2] Group 2: Six Core Capabilities - Autonomous Scientific Exploration Engine: Facilitates automated scientific reasoning, dynamic decision-making, and experimental closure through multi-agent collaboration, enhancing the efficiency of scientific discovery [3] - Universal Scientific Model Repository: Integrates over 200 models from more than 40 institutions across 12 fields, allowing researchers to easily access cutting-edge models [3] - Scientific Computing Acceleration Platform: Offers high stability and efficiency, reducing task completion time from hours to minutes for 99.7% of tasks, and doubling the number of models deployable with the same resources [3] Group 3: Additional Capabilities - Dry and Wet Experiment Closure: Achieves integration between AI simulations and physical experiments, enabling real-world validation of model predictions [4] - High-Value Trustworthy Scientific Data: Constructs a blockchain-based scientific data ecosystem, aggregating over 40,000 scientific data subsets totaling 12PB, with daily collection and processing rates of 150TB and 50TB respectively [4] - Multi-Disciplinary Collaborative Research Community: Establishes mechanisms to unite scientists, AI developers, and engineers to tackle major scientific issues collaboratively [4] Group 4: Key Features - Scientist-Centered Approach: Focuses on enabling scientists to concentrate on formulating questions while AI assists in providing answers [5] - User-Friendly Design: The platform is designed for ease of use, allowing researchers to engage with AI without complex setups [5] - Co-Building and Sharing: Promotes open collaboration across research institutions and disciplines, fostering a global network for scientific innovation [5] Group 5: Philosophical Shift - The shift to a Scientist-Centered model signifies a new era where AI acts as a full-process partner in research, from inspiration to experimental validation [6] - The platform invites global scientists, AI engineers, and developers to participate in this new scientific intelligence era, with detailed functionalities to be revealed at the upcoming conference [6]
东北大学6名学生不幸溺亡,中金黄金发布情况说明,10多天前曾开安全会
Guan Cha Zhe Wang· 2025-07-24 01:44
Group 1 - A tragic incident occurred at China National Gold Group's Inner Mongolia Mining subsidiary, where six students from Northeast University drowned after falling into a flotation tank due to a grid plate collapse during a site visit [1] - The company has expressed deep condolences for the victims and their families, and has initiated an emergency response plan to manage the situation [1] - The company is committed to fulfilling its information disclosure obligations and will keep stakeholders updated on the developments related to the incident [1] Group 2 - The mining rights for the Wunuge Tushan copper-molybdenum mine were first established on September 5, 2008, with a validity period of 20 years, expiring on September 5, 2028 [3] - The mine is located 22 km south-west of Manzhouli City in Inner Mongolia and operates under an open-pit mining model [3] Group 3 - On July 11, the Inner Mongolia Mining held a safety production committee meeting to integrate development and safety in its operations [4] - The company has consistently prioritized safety in production, implementing strict safety protocols and conducting regular safety training to enhance employee awareness [4] - In 2024, the flotation workshop achieved a safety goal of zero accidents, including zero safety and occupational health incidents [4]
曝马斯克用员工人脸数据训练Grok;阿里将发布自研AI眼镜;公安机关加强智驾规范管理
Guan Cha Zhe Wang· 2025-07-24 01:02
Group 1 - Accenture's report indicates that 46% of Chinese enterprises are scaling up the application of generative AI, but only 9% have achieved significant value transformation from it [1] - Japanese retailers are increasingly adopting AI to manage orders and inventory due to labor shortages, with FamilyMart reporting a 50% reduction in order time and a 4% decrease in stockouts after implementing AI [1] - Meitu's AI Agent "RoboNeo" topped the domestic App Store category charts shortly after its launch, targeting users in various creative fields [3] Group 2 - Alibaba is set to launch its first self-developed AI glasses, which will include features like voice assistance and real-time translation, marking a significant step in its AI to consumer strategy [4] - Nanjing aims to become a national hub for brain-computer interface technology by 2030, with projections suggesting the market could exceed 120 billion yuan by 2040 [6] - The usage of DeepSeek has declined, attributed to a lack of focus on consumer applications, although its underlying technology remains widely utilized across various companies [2]
大成律所王善良:稳定币不是货币,但它带来的影响远非货币可比
Guan Cha Zhe Wang· 2025-07-24 00:51
Core Insights - The roundtable discussion on stablecoins highlighted their commercial opportunities and regulatory challenges in the global financial landscape [1] - Recent U.S. legislation, including the "Genius Act" on stablecoins, the Clarity Act, and a ban on CBDCs, is expected to significantly shape the future of Web3 and cryptocurrency [4][6] Regulatory Developments - The U.S. House of Representatives passed three key bills that will impact the future of Web3, including a stablecoin bill, which is anticipated to be signed by Trump [4] - The Clarity Act clarifies that tokens on mature blockchains are classified as commodities, regulated by the CFTC rather than the SEC, and provides certain regulatory exemptions for decentralized finance (DeFi) [4][6] - The third bill prohibits the issuance of Central Bank Digital Currencies (CBDCs) in the U.S., establishing a regulatory framework for cryptocurrencies [4][6] Stablecoin Characteristics - Stablecoins are not considered traditional currency; they function as a peer-to-peer payment system without a balance concept, serving as a bridge between Web2 and Web3 [2][7] - The issuance of stablecoins is relatively accessible, allowing various assets to be pegged, including fiat currencies, gold, and receivables [2][7] - The potential for stablecoins to revolutionize financial transactions lies in their ability to facilitate low-cost, high-speed transactions, with costs as low as one-thousandth of a cent [10] Market Potential and Challenges - The market for Real World Assets (RWA) is projected to reach trillions of dollars by 2030, indicating significant investment opportunities [3][12] - Hong Kong's efforts to issue stablecoins and create a robust on-chain financial ecosystem are underway, despite challenges in attracting users to local stablecoins compared to USD-pegged options [3][8] - The concept of tokenization is seen as a transformative force, enabling instant settlement and reducing friction costs in traditional finance [11][12] Future Outlook - The development of cross-chain technology and data integration is crucial for the evolution of the blockchain ecosystem, with significant market opportunities anticipated [13][14] - The ongoing interest in "coin-stock linkage" and "chain-stock linkage" reflects a growing trend in capital markets, driven by the potential of blockchain technology [14]
万斯承认:中国赶上来,是美国领导人蠢
Guan Cha Zhe Wang· 2025-07-24 00:38
Core Viewpoint - The rapid development of China's AI industry is seen as a new driving force for national strength, prompting a strong response from U.S. officials regarding the tech competition, particularly in AI [1][4]. Group 1: U.S. AI Strategy - The Trump administration has proposed a new AI development blueprint aimed at maintaining U.S. leadership in AI through relaxed environmental regulations and expanded AI exports to allies [1][3]. - The plan includes approximately 90 recommendations, advocating for the export of U.S. AI software and hardware while combating restrictive state-level laws [3]. - Three executive orders were signed to implement parts of the plan, including easing environmental regulations and establishing chip export rules [3][4]. Group 2: Industry Impact - The proposed AI export strategy is expected to benefit major AI chip companies like Nvidia and AMD, as well as AI model firms such as Alphabet, Microsoft, OpenAI, and Meta [4]. - The U.S. is seeking to create new exemptions under the National Environmental Policy Act for data centers and simplify approval processes under the Clean Water Act [4]. Group 3: Energy and Infrastructure Concerns - The rapid expansion of AI and cloud computing in the U.S. has led to a significant increase in electricity demand, reaching a nearly 20-year high this year [4]. - There are warnings from U.S. tech companies about lagging energy production compared to China, which could hinder AI development due to insufficient energy infrastructure [4][5]. Group 4: China’s Response - China has criticized the U.S. for its use of national security concepts to impose export controls and hinder the development of Chinese tech companies, asserting that such actions violate market rules and disrupt global supply chains [5]. - The Chinese government has called for the U.S. to correct its protectionist and unilateral actions against Chinese tech and AI industries [5].
海外车情 | 约旦上半年混动汽车进口同比增长31%,中国车企迎机遇
Guan Cha Zhe Wang· 2025-07-23 23:25
Group 1 - The core point of the article highlights the growth of hybrid vehicle imports in Jordan, with a total of 6,834 units imported in the first half of 2025, representing a 31% year-on-year increase [1] - In contrast, the overall vehicle clearance from the Zarka Free Zone to the domestic market decreased to 30,782 units, a decline of 9% year-on-year [1] - The clearance of electric vehicles fell to 18,816 units, down 17%, while diesel vehicle clearances dropped by 31% to 2,379 units; gasoline vehicle clearances remained stable at 2,753 units, with a slight increase of 3% [1] Group 2 - The re-export activities in the Jordan Free Zone showed strong growth, with 39,641 vehicles re-exported in the first half of the year, marking a 67% increase [4] - The strong growth in re-exports indicates a response to regional market demand, particularly from Syria and Iraq, highlighting the need for regulatory clarity and a stable investment environment [4] - Jordan imposes tariffs of 60%-100% on imported hybrid and fuel vehicles, while only a 10% tariff is applied to electric vehicles, making the market more favorable for electric vehicle imports [4] Group 3 - In March 2023, BYD became the first Chinese electric vehicle company to enter the Jordanian market, launching four electric models in partnership with local dealer Mobility Solutions Auto Trade Company [6] - Other Chinese automakers, such as Great Wall Motors and Changan, have also made moves to enter the Jordanian market, with various agreements signed for local vehicle adaptations and product launches [6][9] - However, Chinese car manufacturers face challenges from established brands like Toyota and Hyundai, which have a strong presence and supply chain in Jordan, necessitating efforts in quality assurance, local supply chain establishment, and brand marketing [9]