"相信你注意到有关企业已经第一时间发表声明，表示该裁决有悖于巴拿马方面批准相关特许经营权的 法律，企业将保留包括诉讼法律程序在内的所有权利。"郭嘉昆说，中方将采取一切必要措施，坚决维 护中方企业正当合法权益。 北京日报客户端消息，1月30日，外交部发言人郭嘉昆主持例行记者会。 彭博社记者提问，巴拿马最高法院已宣布，授权长江和记实业运营巴拿马港口码头的合同无效。这两个 码头是长江和记试图出售的一个包含43个港口资产组合的一部分，潜在买方财团包括美国的贝莱德以及 中国的中远海运。中方对巴拿马最高法院的这一决定有何评论？该裁决是否会影响相关交易目前正在进 行的谈判？ 巴拿马港口公司表示，营运巴尔博亚港和克里斯托瓦尔港两个货柜码头28年以来，巴拿马港口公司及其 投资者已投资超过18亿美元于巴拿马的基建、科技和人才培育，这一金额是该国其他任何港口营运商投 资额的数倍。这些投资创造了数以千计直接及间接的就业机会，造就巴拿马成为全球认可的港口和物流 枢纽。 该公司表示，这份裁决不仅破坏巴拿马港口公司及其特许经营合约，还祸及数以千计直接或间接仰赖港 口业务为生的巴拿马家庭之福祉与安定，也损害该国的法治和法律确定性。该公司提醒 ...

Core Insights - Tesla is shifting its focus from traditional automotive production to AI and robotics, announcing the cessation of Model S/X production and a $20 billion investment in AI and humanoid robots, despite reporting a significant decline in revenue and net profit [1][2][3] - The automotive industry is undergoing a transformation where AI and smart technology are becoming the new competitive battleground, moving beyond mere electrification [3][4] - The transition from a manufacturing company to a technology company requires more than just rhetoric; it necessitates substantial investment and strategic focus [5][6] Industry Dynamics - The automotive sector is being redefined by AI, with competition now centered around AI infrastructure, driving algorithms, and high-performance chips rather than just vehicle pricing and features [3][4] - Many Chinese automotive companies are struggling with over-diversification and brand proliferation, leading to resource dilution and confusion in consumer perception [6][7] - The true competitive advantage lies in the deep integration of the supply chain, as exemplified by Tesla's vertical integration strategy, which combines various technologies and services [8] Talent and Strategic Focus - Attracting top AI talent is crucial for the automotive industry, which risks losing appeal if it remains mired in price wars and homogenization [10] - The future of competition will hinge on the ability to integrate AI capabilities, satellite networks, and embodied intelligence into cohesive systems rather than just manufacturing prowess [8][10] - The Chinese automotive industry must leverage its market size and supply chain strengths to navigate the evolving landscape shaped by AI and technology [11]

Core Viewpoint - AstraZeneca has announced a collaboration with China National Pharmaceutical Group (CSPC) to develop obesity and diabetes drugs, with a maximum value of $18.5 billion, aiming to strengthen its position in a rapidly growing market [1][2]. Group 1: Collaboration Details - The agreement allows AstraZeneca exclusive global rights (excluding mainland China, Hong Kong, Macau, and Taiwan) to develop, produce, and commercialize a weight management product portfolio, including one project entering clinical trials and three preclinical projects [1]. - CSPC will receive a $1.2 billion upfront payment, with potential milestone payments of up to $3.5 billion for development and $13.8 billion for sales, plus a double-digit percentage royalty based on annual net sales of the licensed products [1][2]. Group 2: Market Context - If all milestones are achieved, CSPC could receive a total of $18.5 billion, making it the largest business development deal for the company to date [2]. - The deal is expected to surpass recent significant transactions in the obesity drug market, including Pfizer's acquisition of a weight loss drug startup for over $10 billion [5]. Group 3: Strategic Importance - This collaboration supports AstraZeneca's pipeline for obesity drugs, with three treatments currently in various stages of development, and positions the company to compete in a market dominated by Novo Nordisk and Eli Lilly [5]. - Analysts predict that the global obesity drug market could reach $100 billion by 2030, highlighting the strategic importance of this collaboration for AstraZeneca [5]. Group 4: Investment in China - AstraZeneca plans to invest $15 billion in the Chinese market by 2030 to enhance its capabilities in drug production and research, which is crucial for achieving its goal of launching 20 innovative drugs by 2030 [6]. - The partnership with CSPC is seen as a complement to this investment strategy, reflecting the increasing focus of multinational pharmaceutical companies on the Chinese market [6]. Group 5: Industry Trends - The Chinese pharmaceutical market is experiencing a surge in innovation, with projections indicating that by 2025, the total value of innovative drug licensing transactions will exceed $130 billion [7]. - The industry is evolving from simple licensing agreements to more complex collaborations, allowing Chinese pharmaceutical companies to capture a larger share of the global pharmaceutical value chain [7][8].

近期，有消息称女演员金晨疑似在绍兴发生事故后"肇事逃逸"，并让自己的助理"当替罪羊"，引起广泛关注。期间，曾邀请金晨代言宣传的喜之郎果冻一 度隐去了与她相关的内容。 有趣的是，1月30日晚间，喜之郎果冻又将此前隐藏掉的内容恢复了。微博编辑记录显示，喜之郎果冻官方微博账号在30日上午10时31分从公开变为仅自 己可见，又在30日18时17分由仅自己可见变为公开。 经观察者网查询发现，自1月7日官宣合作以来，喜之郎果冻连续发布了6条关于金晨的内容，还曾在1月15日公开发文祝贺金晨出道十五周年。 同日早些时候，浙江绍兴市公安局柯桥区分局1月30日发布警情通报。 通报写道，2025年3月16日中午11时许，金某、徐某青、刘某祎(经核查，三人均为外省籍人员，均系首次来绍)结伴在绍兴柯桥古镇游玩、购物，其间未 就餐。15时07分，金某(持有效驾驶证件)驾驶沪F牌照黑色越野车，途经柯桥湖塘街道一路段时，为避让路上窜行犬只发生单车事故，造成车内3人轻微受 伤，及驾驶车辆、道路路牌、村居围墙受损。 事故发生后，金某因脸部受伤急于就诊，在刘某祎的陪同下打车离开，直接前往上海一医院检查住院，由徐某青留在现场报警处置。交警调查中，徐 ...

Core Viewpoint - Apple's strong rebound in the Chinese market is highlighted in multiple reports following the release of its latest financial results, showcasing significant growth in iPhone sales and overall revenue [1][2]. Group 1: Financial Performance - In the fourth quarter, Apple's revenue increased by 16% year-over-year, reaching a record high of $144 billion [1]. - iPhone revenue amounted to $85.269 billion, representing a substantial 23% year-over-year growth and accounting for 59.3% of total revenue [1]. - In the Greater China region, iPhone revenue surged to $25.5 billion, up nearly 38% from $18.5 billion in the same quarter last year [1]. Group 2: Market Dynamics - Cook noted a double-digit percentage increase in foot traffic to Apple’s physical stores in China, along with a significant rise in users switching from competitors to Apple [2]. - The installed base of Apple products in Greater China and mainland China reached historical highs, indicating strong consumer resonance with Apple's offerings [2]. - Demand for other Apple products, such as MacBook and Apple Watch, is also healthy, with many buyers being new users, suggesting further market expansion potential [2]. Group 3: Competitive Landscape - According to IDC, Apple led the market with 16 million units shipped in the fourth quarter of 2025, achieving a market share of 21.1%, a 21.5% increase year-over-year [3]. - Apple's recent strong performance in Greater China is particularly noteworthy given its previous struggles in the market due to intense competition from local brands [3]. - Analysts suggest that Apple's resilience is attributed to strategic supply chain adjustments and price adjustments to enhance product competitiveness [3].

Core Insights - Counterpoint Research predicts that MediaTek will lead the global smartphone SoC market in 2025 with a shipment share of 34.4%, followed by Qualcomm (25.1%), Apple (18.1%), Unisoc (12.1%), and Samsung (5.7%) [1] - The global smartphone SoC market is expected to slow down in 2026, with a projected year-on-year decline in shipments of 7% [1] - Despite the overall decline in shipments, the market is shifting towards higher-end products, with one in three smartphones expected to sell for over $500 by 2026 [4] Market Dynamics - The rise in storage prices poses a significant challenge for the smartphone industry, particularly affecting entry-level products priced below $150 [4] - Companies with in-house SoC capabilities, such as Samsung, Google, Huawei, and Xiaomi, are better positioned to navigate market challenges compared to those reliant on 4G and entry-level 5G SoCs [4] - OEMs are adjusting their product offerings and exploring cloud offloading strategies amid ongoing supply constraints [5] Technological Advancements - Leading high-end smartphone SoC manufacturers are expected to transition from 3nm to 2nm process nodes by 2026, with Samsung already set to launch the first 2nm smartphone SoC, Exynos 2600, in December 2025 [5] - The smartphone SoC market is anticipated to achieve double-digit revenue growth in 2026, driven by ongoing premiumization, rising storage prices, and the rapid adoption of AI features in smartphones [5] AI Integration - By 2026, edge AI performance is expected to reach around 100 TOPS, with nearly 90% of high-end smartphones supporting edge AI capabilities [6] - Mid-range smartphones priced between $100 and $500 may increasingly rely on cloud-based AI processing to manage costs amid ongoing pressure from storage prices [6]

有网友分析称，这台P60在被扎穿后仍能正常运行，或许是因为刺穿部位刚好避开了CPU、电池等重要部件。 不过，有业内人士提醒道，手机能否在穿刺、弯折等极端情况下继续工作，往往与受损位置是否避开主板、电池、排线、摄像模组等关键部件有 关。但如果电池受挤压、穿刺或高温影响，继续使用存在鼓包、起火甚至爆炸隐患，建议立刻停用并走正规渠道检测维修。 在消息引发关注后，许多网友纷纷晒出自己的华为"机坚强"，盛赞华为手机的耐用性，在各种极端状况下仍能正常使用。 近日，有网友在社交媒体上晒出了一台被扎穿孔的华为P60手机，甚至还能正常开机运行，引起广泛关注。许多网友称其为"战斗机"。 该网友在接受媒体采访时透露，这部手机是被钉子给戳穿的，并且是"通过主板穿到屏幕上面"。机主甚至坚持正常使用了三四天，才决定更换新 机。目前该网友已换新机，这款坚强的"战斗机"作为收藏品保留。 图片来自网络 这并非华为手机首次因为耐用性而受到关注。 去年11月，一位山东的网友在焚烧垃圾时，不慎将华为Mate 30 RS滑进火坑。随后他凭借终端定位，在燃烧完的灰烬里找回了手机后仍可使用，甚 至还能打王者荣耀。 2024年，一位网友表示自己的华为Mat ...

站在2026年的起点上，中国已在全球AI音乐竞赛中站稳脚跟。 1月28、29日，昆仑万维（300418）的天工智能与稀宇科技的MiniMax分别对外发布了重磅产品——Mureka V8和MiniMax Music2.5。随着这两款面向专业音 乐制作场景的AI大模型相继亮相，标志着中国在全球AI音乐竞赛中实现了从技术跟跑到并跑、乃至局部领跑的质变。如今，中国AI音乐生成技术，正全面 进军"专业级"商用市场。 MiniMax Music2.5：格莱美级的精准控制 根据MiniMax官方发布的一段宣传切片，其中可以明显听出类似《Feeling Good》的段落感，以及Billie Eilish和Ariana Grande等歌手的风格，作品中的转音、 颤音，以及胸腔与头腔共鸣切换令人深刻，已无法通过耳朵来分辨是AI还是人。 Music2.5此次还将音色库扩充至100+种乐器，并优化了混音处理，可以清晰分离人声与伴奏，解决了AI音乐中常见的声音混叠问题。 对此，MiniMax直言不讳地表示，Music2.5深度适配专业工作流，在多个场景下均能胜任专业交付标准。过去需要录音棚、设备和训练才能做到的事，现在 只需要想法就可 ...

2025年，中国汽车产销量超过3400万辆，连续17年居全球第一；新能源汽车以超过1600万辆的产销量再创新高， 在国内乘用车市场的渗透率接近60%；汽车出口总量达710万辆，同比增长21%，继续保持全球汽车出口第一大国 的地位。 过去一年，汽车行业的价格战、60天账期、智驾安全等议题引发全社会广泛关注。国家对汽车行业过度内卷、网 络乱象等现象的治理力度空前，一系列与ESG相关的措施先后出台，推动着汽车行业的生态发展不断改善。 尤其可喜的是，汽车企业的ESG实践不断深入，从被动合规转向主动整合，在做好ESG信息披露的同时，ESG与业 务运营的融合不断深化，并延伸到价值链合作伙伴和产品全生命周期。未来，ESG更加注重实效的趋势将会持 续，成为汽车行业高质量发展的重要抓手。 新年伊始，华汽研究院与观察者网合作，共同发起"2025年中国汽车行业ESG十大事件"评选活动。通过网络投票， 结果如下： 四、中国汽车出口继续保持强势，汽车出海需重视ESG合规挑战 一、中国汽车上市公司ESG信息披露率逐年提升 近年来，中国证监会、沪深北三大交易所等监管机构相继发布了一系列关于ESG信息披露的指引和要求，要求汽 车行业上市公司 ...

【文/观察者网 潘昱辰 编辑/高莘】日前，由丰田汽车集团披露的数据显示，2025年其全球销量达1132.2万辆，同比增长4.6%，不仅连续第六年蝉联全球汽车 销量冠军，而且进一步刷新了全球汽车年度销量纪录。 丰田汽车 东方IC 丰田汽车解释称，去年丰田（含雷克萨斯品牌）全球销量的增长，得益于其在北美和日本本土的强劲表现推动。 丰田RAV4荣放 东方IC 北美依旧是丰田全球第一大区域市场，2025年全年销量为292.97万辆，同比增长7.3%。其中仅美国市场销量就占去北美总销量的86%。丰田汽车表示，由于 去年因TX和大汉兰达召回事件导致的停产已恢复，且混合动力汽车持续表现强劲，北美的销量得以进一步增长。 具体来看，丰田（含雷克萨斯品牌）全年销量为1053.8万辆，同比增长3.7%；其中日本本土销量为150.13万辆，同比增长4.1%；海外销量为903.55万辆，同 比增长3.6%。 此外，雷克萨斯品牌去年销量为88.22万辆，同比增长3.6%；大发品牌全年销量为67.53万辆，同比增长25.8%；日野品牌全年销量为11.05万辆，同比下降 12%。 三大市场齐发力 在过去的一年内，面对来自美国的进口汽车关税威 ...