Core Insights - Tapestry's approach to the Chinese market emphasizes understanding local consumers rather than relying solely on luxury brand prestige [1][2] - The company is implementing localized strategies, such as collaborating with national IPs and focusing on sustainability to meet the expectations of Chinese consumers, particularly the Z generation [1][2] - Tapestry views China not just as a market but as a critical source of growth and innovation, influencing its global strategy [3][6] Market Positioning - Tapestry's participation in the China International Import Expo reflects its commitment to the Chinese market, which is seen as a significant growth opportunity [3][6] - The company recognizes the importance of China in its global operations, with the Chinese market being a key driver for brands like Coach, Kate Spade, and Stuart Weitzman [6] Strategic Adaptation - Tapestry's strategy includes a shift from merely selling products to learning from Chinese consumers, which informs their design and innovation processes [6] - The company is focused on creating a two-way empowerment model, where insights from Chinese consumers enhance global offerings [6] Investment Confidence - Tapestry expresses confidence in the Chinese investment environment, citing favorable trade policies and a stable regulatory framework as key factors for continued investment [7]

【文/观察者网 齐倩】 近日，英伟达CEO黄仁勋频繁发声，寻求重返中国市场。此前，他曾透露，英伟达在中国先进芯片市场 的份额已从"过去的95%跌至零"，"中国已经不想要我们的芯片了"。 据路透社和彭博社消息，11月7日，黄仁勋抵达中国台湾地区，预计访问长期合作伙伴台积电。 当天，黄仁勋在台接受媒体采访时表示："中国何时希望英伟达产品重返其市场，取决于他们。我期待 他们改变政策，希望我们能再次服务中国市场。" 他再次警告，美国出口管制或适得其反，迫使中国在人工智能（AI）芯片和技术方面创造强大竞争对 手。 受访期间，黄仁勋还澄清了英国《金融时报》引述他称"中国将赢得AI竞赛"的表态。 他找补说："那并非我本意。我说的是中国拥有非常出色的AI技术，他们有很多AI研究人员……所以他 们发展非常快。美国必须继续以极快的速度前进，否则世界竞争非常激烈，我们必须跑得很快。" 黄仁勋曾在8月财报中表示，若能向中国销售更先进产品，英伟达在中国的市场机会可达500亿美元，中 国对AI系统的巨大需求意味着该市场将以每年50%的速度增长。 彭博社称，英伟达难以进入中国市场，加剧了华尔街部分投资者对AI巨额支出的可持续性的担忧，他 ...

Core Viewpoint - The Fujian Provincial Government has issued measures to promote the development and application of artificial intelligence (AI) in the province, aiming to integrate AI deeply into various sectors and foster a new intelligent economy and society [3]. Group 1: Support for Industry Model Development - Focus on industry-specific needs to develop AI vertical models with high-level task processing capabilities and industry data sets, particularly in sectors like industrial, education, healthcare, transportation, agriculture, marine, and meteorology [4]. - Financial support for selected industry vertical model projects can reach up to 10 million yuan per project, based on project effectiveness [4]. Group 2: Promotion of R&D Innovation - Accelerate the transformation of AI software and hardware R&D innovations into practical applications, with rewards of 500,000 yuan for selected high-quality AI products [5]. - Encourage increased R&D investment from AI companies, with potential subsidies for R&D expenditures [5]. Group 3: Creation of Innovation Platforms - Encourage the establishment of high-level AI innovation platforms by enterprises, universities, and research institutions, with financial support of up to 500,000 yuan based on platform construction costs [5]. - Promote the development of common application platforms and industry application pilot bases [5]. Group 4: Industry Empowerment Applications - Each industry department is responsible for integrating AI into their respective fields, with a goal for the application rates of new intelligent terminals and agents to exceed 70% by 2027 and 90% by 2030 [6]. - Focus on common and high-frequency needs in government services and social governance to enhance management and governance efficiency [6]. Group 5: Enterprise Growth and Strengthening - Implement a tiered cultivation plan for AI enterprises, providing up to 300,000 yuan for selected high-quality AI companies [6]. - Encourage participation in the formulation of AI-related standards and support for compliance with standardization strategies [6]. Group 6: Accelerating Park Development - Special policies to support the construction of provincial AI industrial parks in Fuzhou, Xiamen, and Quanzhou, aiming to attract 30 core technology AI enterprises over the next three years [6]. - Annual funding of up to 10 million yuan for activities related to industrial investment and project roadshows [6]. Group 7: Optimization of Inclusive Computing Power Services - Strengthen the integration of national computing power policies and establish a public service platform for computing resources [7]. - Financial subsidies for enterprises purchasing computing power services, with a maximum subsidy of 500,000 yuan per enterprise [8]. Group 8: Data Resource Supply Enhancement - Promote the development and application of public data resources, aiming to create over 10 high-quality data sets annually [8]. - Support the establishment of data labeling bases and encourage the creation of data factor industrial parks [8]. Group 9: Talent Introduction and Cultivation - Increase efforts to attract high-end talent in AI, with specific support for teams achieving significant industrial breakthroughs [9]. - Establish a list of key AI enterprises and provide annual subsidies for core engineers [9]. Group 10: Cultivation of a Favorable Industrial Ecosystem - Organize academic conferences and training sessions to promote AI knowledge and technology exchange [10]. - Encourage the establishment of open-source communities and public service platforms to foster a developer ecosystem [10].

【文/观察者网 潘昱辰 编辑/高莘】11月5日，第八届中国国际进口博览会在国家会展中心（上海）举 办。保时捷连续第八年参展，新款911 Turbo S完成亚洲首秀，第一代911 Targa车型也为车型诞生60周年 亮相。 保时捷进博会展台 保时捷 而在进博会开幕当天，保时捷中国研发中心也宣布正式启幕。这是保时捷深耕中国市场、强化本土战略 的又一重要举措，将通过推出中国市场专属车型、完善本土化研发体系、优化服务网络等一系列举措， 提升品牌对中国消费者需求的响应速度与精准度。 本文系观察者网独家稿件，未经授权，不得转载。 新款911 Turbo S 保时捷 保时捷还为本届进博会带来了一台1969年款911 S Targa。1965年，保时捷曾在法兰克福国际车展 （IAA）上推出911 Targa。这款车型以创新性的固定式防滚架为核心设计，配备可拆卸的车顶和塑料后 窗，其设计初衷源于美国市场对敞篷车安全性的严苛要求，也因此造就了世界首款安全敞篷车。 911 S TARGA 保时捷 历经半个多世纪的演进，Targa车型不断革新：从初代的可拆卸车顶与塑料后窗，到1969年改为固定全 景玻璃窗；1995年第四代911 T ...

（文 / 观察者网 周盛明 编辑 / 高莘） 日前，华汽基金会旗下华汽研究院智驾科普公益沙龙首站活动于杭州西湖畔浙江书房举办。 本次公益沙龙以【寻找"隐形的手"】为主题，邀请来自吉利汽车、地平线、轻舟智航、福瑞泰克等汽车 智能化领域的领军企业与产业专家，共同探讨智能驾驶行业的技术趋势、产品创新以及智驾新常态之下 的用户价值普及，进一步助力行业创新升级与高质量发展。 当天，吉利控股集团首席智驾科学家、极氪科技副总裁陈奇、地平线副总裁兼智能汽车事业部副总裁邢 勋、智能驾驶产业专家朱西产、轻舟智航联合创始人兼CEO于骞和福瑞泰克董事长兼CEO张林从人机共 驾的技术渐进到AI大模型落地、以及从智驾安全到用户价值重构等不同维度，探讨了中国智能驾驶技 术的现状与未来趋势。 与会嘉宾合影 华汽研究院 企业嘉宾一致认为，随着政策监管趋于理性、行业规范不断完善，以开放、协同为特征的新智能驾驶时 代正加速到来，大众用户价值需要"技术进步+标准规范+用户教育"三重驱动，才能真正实现智能驾驶 普惠、可持续、负责任的发展目标。 华汽研究院智库专家、同济大学教授朱西产就"汽车智能驾驶技术演进猜想"分享了独到见解。 朱教授指出，2024年 ...

Core Insights - The article highlights the advancements of Xiaopeng Motors in the field of AI and robotics, showcasing their transition from an AI automotive company to a comprehensive "physical AI" ecosystem developer [3][7][9] - Xiaopeng's innovations, including the second-generation VLA model and humanoid robots, are positioned to redefine the automotive and robotics industries, emphasizing a shift from traditional manufacturing to intelligent, data-driven production [10][22][24] Group 1: Technological Innovations - Xiaopeng's second-generation VLA model allows for end-to-end generation from "vision to action," significantly improving the vehicle's capabilities, such as a 13-fold increase in average takeover mileage [11] - The new humanoid robot, IRON, features advanced bionic structures and is designed for practical applications in industries like inspection and service, with plans for deployment in collaboration with Baosteel [17] - The "陆地航母" flying car is set for mass production in 2026, with 7,000 orders already secured, indicating strong market interest and potential for low-altitude tourism [21] Group 2: Strategic Direction - Xiaopeng's shift towards a "physical AI" approach reflects a broader trend in China's manufacturing strategy, moving from mere production to intelligent, self-evolving systems [10][22] - The company maintains a research and development investment of over 20%, utilizing advanced cloud computing resources to support rapid iteration of their AI models [22] - Xiaopeng's initiatives align with national strategies to enhance AI integration in manufacturing, aiming for over 70% application rate of new intelligent terminals by 2027 [16][24] Group 3: Market Positioning - The interaction between Xiaopeng and global tech leaders, such as Elon Musk, signifies a growing recognition of China's role in the global innovation landscape [3][9] - Xiaopeng's comprehensive ecosystem, which includes vehicles, humanoid robots, and flying cars, positions the company as a leader in the emerging "physical AI" market [14][24] - The company's focus on practical applications and commercial viability of its technologies reflects a strategic move to establish a competitive edge in the rapidly evolving tech landscape [19][21]

【文/观察者网 潘昱辰 编辑/高莘】11月5日，丰田汽车公司以"立全球 更中国"为主题，连续第八届参展 中国国际进口博览会，集中展示了丰田在华事业最新进展、本地化产品技术研发成果、与中国伙伴的合 作成果应用，以及面向移动出行自由的多样化解决方案。 丰田进博会展台 丰田 在今年上海车展期间，丰田在中国构建了ONE R&D和中国首席工程师（RCE）体制。在这一体制下诞 生的三款产品已亮相进博会。bZ5以"丰田超感时空舱"的定位，支持情侣、朋友出行；铂智3X作为丰田 首款智能纯电SUV，专为家庭打造；作为丰田首款搭载鸿蒙座舱的D级轿车铂智7也即将上市。 丰田铂智7 丰田 雷克萨斯展出了中大型豪华行政级轿车现款ES和全新一代GX OVERTRAIL版两款车型。中大型豪华行 政级轿车ES目前国内累计销量已突破100万辆；全新一代GX OVERTRAIL版则是豪华硬派越野SUV的代 表之作。 雷克萨斯ES 丰田 本次进博会还首次以沙盘形式对外展示雷克萨斯（上海）新能源有限公司全貌。该公司将率先导入丰田 最先进的生产技术，建设丰田全球最领先的工厂，并积极利用氢能等清洁能源打造碳中和工厂。 氢燃料电池技术方面，丰田携多款落地 ...

Core Insights - The partnership between China and Brazil is strengthening, with Chinese consumer brands actively entering the Brazilian market, which is the largest economy in South America [1][2] - Brazilian consumers, particularly the youth, view Chinese brands as more innovative than American ones, leading to a positive perception of Chinese products [3][4] Group 1: Company Expansion - Chinese companies such as Mixue Ice Cream, Meituan's Keeta, Didi, and BYD are expanding their investments and business operations in Brazil [1][2] - Mixue Ice Cream plans to invest 3.2 billion reais (approximately 4.27 billion yuan) in Brazil by 2030 and aims to hire about 25,000 employees [1] - Meituan's Keeta has launched services in São Paulo and plans to invest 5.6 billion reais (approximately 7.47 billion yuan) over the next five years [1][2] - Didi is doubling its investment plan to 2 billion reais (approximately 2.67 billion yuan) for its food delivery business in Brazil [2] Group 2: Market Potential - Brazil's population exceeds 200 million, with a rapidly growing middle class and a consumer-friendly young demographic, making it an attractive market for Chinese brands [2] - The Brazilian market is also characterized by advancements in fintech and digital technology, providing a solid foundation for business growth [2] Group 3: Consumer Perception - A survey indicated that over 60% of Brazilian respondents prefer Chinese brands for smartphones and personal computers, while only about 30% favor American products [3] - Approximately 70% of young Brazilians believe that China is more innovative than the U.S., reflecting a significant shift in consumer sentiment [3][4] Group 4: Investment Trends - The China-Brazil Economic Cooperation Committee reported that confirmed Chinese investments in Brazil for 2024 are projected to reach 4.18 billion USD, a 113% increase, marking the highest growth rate since 2007 [6] - The Brazilian government is supportive of Chinese investments, as evidenced by President Lula's remarks on the importance of industrialization and sustainability [6][7] Group 5: Automotive Sector - Brazil has become the largest importer of Chinese-manufactured cars, with brands like BYD, Great Wall Motors, Chery, and Changan rapidly expanding in the market [7] - The success of Chinese automotive brands in Brazil is attributed to their innovative capabilities and modern designs, which have changed consumer perceptions [7] - The choice of Chinese electric vehicles for official transportation during the COP30 conference highlights the growing recognition of Chinese green technology in Brazil [8]

【文/观察者网 齐倩】 "焦虑"，是欧盟委员会和成员国领导人的普遍共识。 眼见自家老牌车企恐跟不上时代，落后中美，欧盟竟焦虑到要动摇"环境保护"和"自由贸易"原则。 当地时间11月7日，欧盟委员会分管产业战略的执行副主席斯特凡纳·塞茹尔内接受意大利《新闻报》采 访时直言，中美竞争对手来势汹汹，欧盟需要动手帮自家汽车产业一把，包括重新评估欧盟零排放目 标，以及对中国投资"设定条件"，剑指中国车企在欧洲的生产基地。 "我们应保卫汽车工业免受来自中美的威胁，我们欧洲人很天真，"据路透社、意大利能源网站Energia Oltre转述，塞茹尔内在采访中表示，"我们必须少一些天真，恢复到世界主要经济体的标准" 塞茹尔内说："欧洲是唯一缺乏产业政策战略思考的大陆。" 他警告称，如果不采取干预措施，十年内欧洲生产和销售的汽车将从1300万辆减少到900万辆。 路透社称，欧盟预计将在年底前审查这一目标，以回应欧洲车企的关切。 塞茹尔内表示，欧洲车企应开拓新市场以增加销售，同时欧盟机构应减少官僚障碍。他举例说，欧盟正 在与印度谈判，印度目前对欧洲汽车征收150%的关税。 在此次采访中，塞茹尔内还暗示将针对在欧洲的中国生产基地采取 ...

【文/观察者网 齐倩】 "焦虑"，是欧盟委员会和成员国领导人的普遍共识。 "我们应保卫汽车工业免受来自中美的威胁，我们欧洲人很天真，"据路透社、意大利能源网站Energia Oltre转述，塞茹尔内在采访中表示，"我们必须少一些天真，恢复到世界主要经济体的标准" 塞茹尔内说："欧洲是唯一缺乏产业政策战略思考的大陆。" 他警告称，如果不采取干预措施，十年内欧洲生产和销售的汽车将从1300万辆减少到900万辆。 他继续表示，最新数据显示，今年前9个月，中国汽车仅在意大利的销量就增长了150%；"更令人担忧 的是"，据估计，到2035年，欧洲汽车的市场份额将从70%下降到55%；"更糟糕的"是组件的份额，我们 将从目前的85%降至50%以下。 塞茹尔内提出三点建议：灵活应对气候目标、寻求多元化出口，以及制定新规则以保护欧洲的生产。 会分管产业战略的执行副主席塞茹尔内 视频截图 欧盟委员 眼见自家老牌车企恐跟不上时代，落后中美，欧盟竟焦虑到要动摇"环境保护"和"自由贸易"原则。 当地时间11月7日，欧盟委员会分管产业战略的执行副主席斯特凡纳·塞茹尔内接受意大利《新闻报》采 访时直言，中美竞争对手来势汹汹，欧盟需要动手 ...