Guan Cha Zhe Wang
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一封来自美国的“情书”:开了中国电车,再也不想美国车
Guan Cha Zhe Wang· 2026-01-30 07:38
Core Viewpoint - The article highlights the growing competitiveness of Chinese electric vehicles (EVs) in the global market, particularly emphasizing the Xiaomi SU7 Max as a standout model that impresses even American automotive experts [1][3][14]. Group 1: Performance and Features of Xiaomi SU7 Max - The Xiaomi SU7 Max is praised for its long battery range of 810 kilometers on a single charge, which exceeds expectations compared to competitors like the Ford Mustang Mach-E [12]. - The vehicle features a large 16.1-inch touchscreen running Xiaomi's HyperOS, integrating various applications and functionalities, enhancing the user experience [6][8]. - The car's driving comfort is noted to be superior, with smoother braking, steering, and acceleration compared to other models like the Ford Mustang Mach-E [11][9]. Group 2: Market Position and Competitive Landscape - Chinese EV manufacturers, including Xiaomi, BYD, and Geely, are recognized for their competitive pricing, often several thousand dollars lower than Western counterparts, and for their advanced digital integration [3][14]. - Ford's CEO acknowledges that Chinese manufacturers like Xiaomi pose a significant challenge to traditional American automakers, indicating a shift in the competitive landscape [3][14]. - There is optimism regarding the potential entry of Chinese EVs into the U.S. market, with indications that barriers such as tariffs may not last long, allowing for future production in the U.S. [14][15]. Group 3: Consumer Sentiment and Future Outlook - The article reflects a positive sentiment towards the Xiaomi SU7 Max, with experts expressing a desire for American consumers to experience the vehicle [4][15]. - Analysts suggest that once the barriers to entry are lifted, Chinese manufacturers will rapidly expand into the U.S. market, potentially within the next two years [14].
被萝卜章骗走3.5亿,光大银行起诉招商银行、平安银行、中山证券等机构
Guan Cha Zhe Wang· 2026-01-30 07:32
Core Viewpoint - Zhongshan Securities, a subsidiary of Jindong Co., is embroiled in a legal dispute involving approximately 490 million yuan, stemming from a financial fraud case that began 12 years ago [1][8]. Group 1: Lawsuit Details - The lawsuit was initiated by China Everbright Bank's Changchun branch against five defendants, including Zhongshan Securities, for tort liability [2][8]. - The case traces back to 2013 when Liu Xiaoyi, the legal representative of Liuhe Juxinyuan Rice Industry Co., misrepresented the company's financial status to secure a loan of 350 million yuan [3][4]. Group 2: Fraud Mechanism - Liu Xiaoyi collaborated with Zhang Lei, an assistant manager at Everbright Bank, to fabricate financial documents and mislead the bank into approving the loan [3][4]. - The fraudulent scheme involved a complex flow of funds, where Everbright Bank deposited 350 million yuan into China Merchants Bank, which was then transferred through Zhongshan Securities to Ping An Bank, ultimately reaching Liu's company [4][6]. Group 3: Legal Proceedings - After the fraud was uncovered in 2014, criminal charges were filed against Liu and Zhang, resulting in severe penalties, but only a small portion of the embezzled funds was recovered [6][7]. - In 2015, Everbright Bank filed a civil lawsuit against China Merchants Bank to recover the funds, but the Supreme Court ruled that the original agreement was invalid due to its fraudulent nature [7][8]. Group 4: Current Developments - In 2026, Everbright Bank reinitiated legal action, this time claiming tort liability and seeking a total of 489 million yuan, including principal and interest [8]. - The outcome of this case remains uncertain, with questions surrounding the liability of the involved banks and the potential for Everbright Bank to recover its losses from a decade-old fraud [9].
京东七鲜上海浦东首店开业,以供应链硬实力重塑生鲜零售
Guan Cha Zhe Wang· 2026-01-30 07:31
Core Insights - JD's Seven Fresh supermarket opened its first store in Shanghai's Pudong Century Link on January 30, 2026, marking a strategic expansion alongside the opening of a store in Beijing, enhancing its presence in key urban markets [1][3] - The store leverages a supply chain model that combines direct sourcing and warehouse-store integration, aiming to transition from regional focus to national competition [1][3] Group 1: Store Operations and Strategy - Seven Fresh has developed a dual business model of "fresh large stores + NB discount stores," integrating operations with JD's grocery delivery service to enhance delivery efficiency [3] - The Pudong store is strategically located near the Lujiazui financial district, targeting high-end consumers and families, and complements existing stores to cover key commercial areas in Shanghai [3][5] - With over 70 stores nationwide, the opening of the Pudong and Beijing locations accelerates Seven Fresh's national expansion [3][5] Group 2: Product Offerings and Innovations - The store features a "24-hour vegetable" shelf, ensuring produce is delivered from farm to shelf within 24 hours, alongside a "7-day fresh egg" quality control system, creating a competitive edge [5] - Seven Fresh's global supply chain capabilities are highlighted by direct sourcing of premium fruits and seafood, ensuring freshness and competitive pricing [5] - The introduction of localized products, such as Shanghai-style dishes and seasonal vegetables from Chongming, caters to local consumer preferences [7][9] Group 3: Consumer Engagement and Market Positioning - The combination of localized demand and proprietary brand innovation enhances consumer loyalty and provides a new approach to differentiate in the fresh retail market [9] - The successful opening of the Pudong store reflects Seven Fresh's understanding of consumer needs and contributes to the recovery of the retail market ahead of the Spring Festival [9] - Seven Fresh's operational model, which includes a central store supported by satellite locations and a focus on both product and experience, is seen as a replicable success in the industry [9]
“低空经济”讲了这么多年,想坐上“飞行汽车”还要等多久?
Guan Cha Zhe Wang· 2026-01-30 07:18
"低空经济"如火如荼,许多城市都在加速"向天空要增量":无人机物流、电力巡检、农业植保、应急救 援等应用不断落地,城市低空交通也开始试点;e-VTOL试飞、取证、文旅观光的消息接连出现。 随着热度走高,大家对产业的好奇也越来越多——"低空经济"讲了许多年,什么时候才能真正铺开?技 术创新有了这么多,哪些场景有望很快用得上?低空经济做大做强,最亟待解决的问题有哪些?它究竟 是"技术的竞赛",还是"业态的建设"?如果不能形成稳定的运营体系和可持续的商业闭环,这股热潮会 不会滑向"一哄而上、一地鸡毛"? 在观察者网"2026答案秀·思想者春晚"活动期间,上海通用航空协会专家委员会主任、俄罗斯工程院外 籍院士任和与民航业评论员张仲麟对谈,围绕低空经济从"技术热"到"业态熟"的破局路径、eVTOL商业 化落地的现实梗阻、无人货机的安全监管边界,以及如何跳出"重炒作轻闭环"的产业误区等话题,分享 了独到的行业见解。 任和认为,安全永远是底线,但在安全有保证的前提下,更急迫的是把商业运营跑通。技术当然重要, 不过低空经济要真正落地,关键不在于把航空器做出来,而在于先把"业态"搭起来:航空器只是其中一 环,决定能否规模化运行 ...
传黑石有意接盘,净负债1200亿的新世界发展熬不过冬天?
Guan Cha Zhe Wang· 2026-01-30 06:59
Core Viewpoint - Under debt pressure, New World Development, one of Hong Kong's "four major families" in real estate, is seeking potential investors, with Blackstone Group reportedly in talks to become the largest shareholder, potentially leading to a loss of control for the founding Cheng family [1][2]. Group 1: Company Situation - New World Development has confirmed that its controlling shareholder, Chow Tai Fook Enterprises, is in discussions with multiple potential investors, although no agreements have been reached yet [1]. - The company has faced significant debt pressure, with total debt amounting to HKD 1,460 billion and net debt at HKD 1,201 billion, making it one of the highly leveraged real estate firms in Hong Kong [3][4]. - The company is focusing on debt reduction, having sold various assets, including stakes in the Kai Tak Sports Park and landmark projects in Beijing and Shanghai, resulting in a decrease of total debt by HKD 5.7 billion year-on-year [3]. Group 2: Market Context - The Hong Kong residential market is showing signs of recovery after three years of stagnation, with private residential prices expected to rise by 3.3% in 2025, and predictions of a further increase of 5% to 10% in 2026 [5]. - New World Development holds substantial land reserves, with 3.38 million square feet of property development area in Hong Kong and 2.92 million square meters of land reserves in mainland China, which could serve as leverage in negotiations with potential investors [4][5]. - The interest from Blackstone Group is seen as a positive signal by the market, reflecting confidence in the long-term value of New World Development's assets [2].
曾在OpenAI资助的企业挑大梁,这位芯片封装专家归国了
Guan Cha Zhe Wang· 2026-01-30 06:53
【文/观察者网 齐倩】 在美华人专家学者的回国潮,还在继续。 先进芯片制造工程师徐振澎已离开美国,正式加入上海交通大学机械与动力工程学院,担任助理教授。 回国前,徐振澎是美国加州初创公司原子半导体(Atomic Semi)的核心团队成员。 目前,徐振澎个人主页已更新。上海交大官网显示,他现为该校制造技术与装备自动化研究所助理教 授。 香港《南华早报》1月30日报道提到,本周早些时候,徐振澎在社交媒体上写道:"很高兴宣布,我已结 束在Atomic Semi的工作,将加入上海交通大学机械工程学院,任教职助理教授。" 今年1月前,徐振澎(第一排左一)为Atomic Semi机械工程师 社交媒体 公开资料显示,Atomic Semi成立于2023年,专注于开发3D打印技术,目标是让芯片生产比传统依赖巨 型、数百万美元设备的工艺更快、更便宜。 该公司联合创始人为山姆·齐鲁夫,人称"硅神童",因在自家车库里制造芯片而闻名;以及吉姆·凯勒, 过去40年里一直是半导体设计领域的领军人物,业界美誉"硅仙人"。投资者包括OpenAI创业基金、 GitHub前CEO奈特·弗里德曼,以及加密投资机构Paradigm联合创始人弗雷德· ...
再次牵手宁德时代,康迪科技剑指重卡换电站
Guan Cha Zhe Wang· 2026-01-30 05:37
Core Viewpoint - Kandi Technologies Group's subsidiary, Zhonghuan Electric (Zhejiang) Technology Co., Ltd., has signed a three-year strategic cooperation agreement with CATL's Times Kijiji Green Energy Technology (Shenzhen) Co., Ltd. to focus on the mass production of heavy-duty truck battery swap stations, aiming to promote the large-scale development of the new energy vehicle charging market [1][4]. Group 1 - The cooperation is an extension of the previous recognition between Zhonghuan Electric and CATL, as Zhonghuan Electric has successfully entered CATL's global supplier system [3]. - Kandi Technologies has been a pioneer in the battery swap ecosystem for new energy vehicles, with Zhonghuan Electric possessing a core team with over 30 years of experience in the automotive industry [3]. - Zhonghuan Electric's self-developed smart battery swap equipment integrates multiple patented technologies, achieving efficient battery swaps in 90 seconds and providing an open battery swap solution compatible with multiple brands and models [3]. Group 2 - This partnership is a significant step in CATL's "Ten Thousand Stations Plan," which aims to establish a standardized battery swap service network across the country [4]. - The goal of the "Kijiji Battery Swap" solution is to build approximately 900 battery swap stations by 2026, leveraging the strengths of both companies for resource sharing and complementary advantages [4]. - According to iResearch, the annual compound growth rate of China's new energy heavy-duty truck market is expected to reach 25% from 2025 to 2030, with domestic sales projected to reach 500,000 units and global sales to reach 1.2 million units by 2030 [4].
在宇宙布下“监听系统”!我国新增量子神器
Guan Cha Zhe Wang· 2026-01-30 04:22
据中国科学技术大学网站消息,该校彭新华教授和江敏教授团队革新了核自旋量子精密测量技术,成功 搭建国际首个基于原子核自旋的量子传感网络,如同布下宇宙信号"监听系统",让暗物质探测灵敏度实 现质的飞跃,为解开这一宇宙之谜提供了全新路径。相关成果1月29日发表于学术期刊《自然》。 轴子是当前理论动机最强的暗物质候选粒子之一,其构成的场在宇宙早期相变中可能产生拓扑缺陷 (topological defect)——这是一种类似宇宙弦或畴壁的、具有稳定结构的宏观"褶皱"。当这种结构穿 越地球时,会与地面上部署探测器中的原子核自旋发生相互作用产生旋转信号。然而,由于信号极其微 弱且持续时间短,这对探测技术提出了极高要求。 研究团队创新性地发展了核自旋量子精密测量技术,原理性突破了惰性气体原子(129Xe)核自旋对瞬 时信号的响应探测难题,将微秒级别的暗物质拓扑缺陷结构信号"存储"到接近分钟级别的核自旋相干态 中,同时结合自主提出的核自旋量子放大技术,将微弱信号放大了至少100倍,自旋旋转探测灵敏度达 到约1微弧度,相比之前实验室探测技术,其灵敏度提高约4个量级。 图A:宇宙构成成分图; 图B:基于城际量子传感网络的暗物质搜 ...
真“眼红”啊!马斯克发文,感叹中国电动汽车需求强劲
Guan Cha Zhe Wang· 2026-01-30 03:45
【文/观察者网 齐倩】 报告截图 产销双双突破3400万辆、产销连续17年稳居全球第一,新能源汽车新车销量占比近半、L2功能乘用车 渗透率达到64%……相较2024年,中国汽车行业去年进一步取得多方面突破。 今年1月,中国汽车工业协会公布的最新数据显示,2025年,我国汽车产销分别完成3453.1万辆和3440 万辆,同比分别增长10.4%和9.4%,高于年初预期。 1月30日,特斯拉首席执行官埃隆·马斯克在X平台转发一条2024年的推文:突发新闻——中国售出的汽 车中,电动汽车占比首次超过半数。 "中国太阳能和电动汽车的惊人增长,将大大降低其对石油和天然气的依赖。"马斯克写道。 推文提及,据中国乘用车市场信息联席会数据,2024年7月份,新能源汽车(包括电动汽车和插电式混 合动力汽车)零售销量占比达到创纪录的51.1%。"电动汽车已经明显减少了中国的石油需求:仅自 2023年以来,道路上电动汽车数量的增加就减少了约4%的交通燃料需求"。 同年8月份,英国专门研究气候变化的科学和政策网站"碳简报"(Carbon Brief)发布报告显示,中国二 氧化碳排放量在2024年第二季度下降1%,这是自疫情以来的首次季 ...
马斯克真“眼红”啊
Guan Cha Zhe Wang· 2026-01-30 03:43
【文/观察者网 齐倩】 1月30日,特斯拉首席执行官埃隆·马斯克在X平台转发一条2024年的推文:突发新闻——中国售出的汽 车中,电动汽车占比首次超过半数。 "中国太阳能和电动汽车的惊人增长,将大大降低其对石油和天然气的依赖。"马斯克写道。 马斯克推文截图 马克龙转发的推文,将中国二氧化碳排放量下降与电动汽车需求上升联系在一起。 推文提及,据中国乘用车市场信息联席会数据,2024年7月份,新能源汽车(包括电动汽车和插电式混 合动力汽车)零售销量占比达到创纪录的51.1%。"电动汽车已经明显减少了中国的石油需求:仅自 2023年以来,道路上电动汽车数量的增加就减少了约4%的交通燃料需求"。 同年8月份,英国专门研究气候变化的科学和政策网站"碳简报"(Carbon Brief)发布报告显示,中国二 氧化碳排放量在2024年第二季度下降1%,这是自疫情以来的首次季度下降。 这份报告也指出,中国碳排放量下降,与石油产品需求持续下降相关。其中因素有很多,向电动汽车的 转型是其中之一。数据显示,过去十年,中国累计汽车销量中电动汽车的占比在2024年6月达到 11.5%,高于一年前的7.7%。"这意味着,电动汽车的增长使交 ...