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AI赋能由虚向实,TCL加速进军白电
Guan Cha Zhe Wang· 2025-12-12 15:08
Core Viewpoint - AI is transitioning from concept to deep industrialization, becoming a key driver for future growth, as emphasized by TCL's founder and chairman, Li Dongsheng, at the 2025 TIC [1] Group 1: Industry Landscape - TCL is shifting resources towards the white goods sector to compete against traditional giants like Midea, Gree, and Haier, as well as internet brands like Xiaomi [1][4] - The white goods market is characterized by a "Matthew effect," where the strong get stronger, making TCL's ambition to enter the top tier more urgent [4][10] Group 2: AI Implementation - TCL aims to utilize AI technology in air conditioners, refrigerators, and washing machines to differentiate itself in a saturated market [1][5] - The company focuses on practical AI applications rather than superficial "smart" features, addressing real user needs and enhancing product relevance [3][4] Group 3: Product Innovations - In air conditioning, TCL employs a "small model + reinforcement learning" approach to significantly reduce energy consumption, achieving a 40% reduction in initial hours and an additional 18% over time [5] - The washing machine addresses the "iron triangle" of speed, cleanliness, and resource efficiency, achieving a 5% reduction in energy consumption and a 10% decrease in wash time [5] - The refrigerator features advanced preservation technology, enhancing food freshness for up to 15 days and improving freezing speed from 58 minutes to 30 minutes [5] Group 4: User Experience - TCL integrates AI voice assistants to simplify user interaction, allowing for natural language control of appliances [6] - The company offers tailored solutions for different scenarios, such as AI sleep mode in air conditioners and AI smart washing features [6] Group 5: Competitive Advantages - TCL benefits from group-level technology and channel reuse, enhancing its competitive edge in the white goods market [7][9] - The company has established a robust service and support network, comparable to that of Midea and Haier, which aids in its brand expansion [9][10] Group 6: Market Strategy - TCL's strategy emphasizes full-chain layout to mitigate market risks, contrasting with competitors reliant on external supply chains [10] - The company has achieved vertical integration, maintaining stable supply and cost advantages amid industry challenges [10] Group 7: Future Goals - TCL aims to rapidly penetrate the mid-to-high-end market, with a focus on promoting its washing and refrigeration products [12] - The company acknowledges challenges such as brand recognition and global market expansion, while committing to original innovation and core technology development [14]
央行:12月15日开展6000亿元买断式逆回购操作,期限为6个月
Guan Cha Zhe Wang· 2025-12-12 11:38
Wind数据显示,下周央行公开市场将有6685亿元逆回购到期,其中下周一至下周五分别到期1223亿元、1173亿元、1898亿元、1186亿元、1205亿元。此 外,下周一将有4000亿元182天期买断式逆回购到期、800亿元国库现金定存到期。 华福证券研报认为,央行或仍将在现有框架内维持资金的相对宽松,对于年末因素的扰动也有望加大调控力度,DR001在月初突破1.3%后中枢可能略有回 落,但大概率仍将在1.35%附近,年末资金分层可能有所扩大,但仍有望维持在近年来的偏低水平。 今年以来,央行主要通过买断式逆回购和MLF操作进行中长期流动性供给。同时,央行在10月和11月连续开展公开市场国债买卖操作向市场注入长期流动 性。 据中国人民银行网站消息,央行12月12日公告称,为保持银行体系流动性充裕,将于12月15日以固定数量、利率招标、多重价位中标方式开展6000亿元买断 式逆回购操作,期限为6个月(182天)。 为维护银行体系流动性合理充裕,进一步丰富央行货币政策工具箱,央行在2024年10月启用公开市场买断式逆回购操作工具。操作对象为公开市场业务一级 交易商,原则上每月开展一次操作,期限不超过1年。 (观察 ...
微信群消息异常腾讯称服务器抖动已恢复
Guan Cha Zhe Wang· 2025-12-12 10:39
#微信群崩了# 12月12日下午,大量用户反映微信群消息无法发送或同步,相关话题登上热搜,引发"微 信群崩了"的集中讨论。之后,@腾讯微信团队 发布公告称,"抱歉,服务器轻微抖动,现已恢复。" ...
海辰储能吴祖钰:5年内将储能度电存储成本降至0.1元/度
Guan Cha Zhe Wang· 2025-12-12 10:27
12月12日,海辰储能生态日现场,企业全球首发三大创新产品,并开展行业交流、发布蓝皮书等相关活 动。 活动期间,海辰储能联合创始人、总裁王鹏程启动"全天候绿电・135灯塔计划",该计划以长时储能为 引领,围绕绿色智算、全面储能、绿电枢纽三大方向,为期五年。 创始人、董事长吴祖钰表示,公司将从布局超大尺寸电芯、打造储能系统、推进极限智能制造、落地一 体化解决方案四个领域发力,目标在未来5年内将储能度电存储成本(LCOS)降至0.1元/度。 在他看来,储能不仅要实现"与风光同寿",更要实现"与风光同价"。 为此,海辰储能将沿着布局高安全、长寿命、高能效的超大尺寸电芯;打造高安全、高集成、高效率的 储能系统;推进极限智能制造;落地一体化解决方案这四大领域持续攻坚。 专家分享环节,伍德麦肯兹资深分析师AlexCipolla分享了长时储能全球发展前景、典型应用场景及核心 技术路线;伊顿电源上海有限公司南区解决方案总监刘志华介绍了高压直流、智能配电等领域的创新方 案。 在运行层面,辅源功耗降低超30%,温度控制精度提升50%,响应速度提高20%,均衡效率超过97%。 安全方面,采用高强度钢带束缚技术、双泄压阀协同快速排爆 ...
小米发言人:彻头彻尾的歪曲与污蔑
Guan Cha Zhe Wang· 2025-12-12 10:07
12月12日傍晚,微博@小米公司发言人发布声明回应"小米公司不让卖小米"一事。 据新黄河此前报道,近日,山东威海荣成市西初家村村支书称,其在网上卖谷物小米的视频被小米公司法务投诉而 下架,投诉理由包括"关联雷氏营销"和"丑化小米高管形象"等,引发舆论热议。 其中,有不少网友指责其视频中刻意模仿雷军的用词、语气并疑似在其视频下方关联小米公司的相关话题,指责 其"刻意蹭流量"。但也有网友认为,"即使模仿小米营销,也不违法。" 12日早些时间,小米客服曾就相关问题回应称,他们没有这么大的权力让别人不卖小米,具体情况还需向有关部门 反馈。 运用法律武器,坚决维护自身合法权益,是每个人、每个机构的正当权利。感谢大家对小米的关注和支持,我们也 呼吁大家一起,坚决对虚假网络信息说不,对刻意挑动网络舆情的行为说不,共同营造风清气正的网络舆论空间。 图片转自微博@小米公司发言人 声明全文如下: 相关视频内容,完全失实,是彻头彻尾的歪曲与污蔑。此前,我司对该账号部分内容的投诉,针对的是其恶意模 仿、捏造污蔑,对我司及我司高管名誉的侵害行为,并非针对"小米"二字或"小米"农产品的正常使用。将投诉行为 曲解为"不让用'小米'二字", ...
荣耀品牌营销总裁郭锐官宣离职
Guan Cha Zhe Wang· 2025-12-12 09:51
12月12日,观察者网获悉,荣耀公司品牌营销总裁、管理团队(EMT)成员、投资决策委员会(IRB) 委员郭锐通过微信朋友圈宣布辞别荣耀。 在离职感言中,郭锐回顾了四年多的奋斗历程,对荣耀的发展也表达了信心。据悉,郭锐已经于近期完 成本届任期,或将投身于科技领域二次创业。 图片转自郭瑞的朋友圈 公开资料显示,郭锐毕业于北京大学信息科学技术学院,并获得理学博士学位。2021年8月,郭锐以创 始管理团队成员的身份加入独立后的新荣耀,后担任荣耀公司品牌营销部(一级部门)总裁,统一管理 品牌、营销各体系工作。此前,郭锐于2017—2021年担任华为终端大中华区CMO,并曾在宝洁、中粮 蒙牛等大型全球企业担任核心管理职务。 2025年上半年,郭锐曾兼任中国区CMO,主导了全新Power系列、数字400系列、Magic V5等重要产品 的上市营销。 根据IDC发布的数据,2025年第三季度,vivo以17.3%的份额蝉联中国手机市场出货第一,苹果、华 为、小米分列第二至第四位,OPPO市场份额14.5%,同比微增0.4%,与并列第五的荣耀竞争胶着。 观察者网了解到,2024年12月,荣耀海外销量占比突破50%,并在多地实现 ...
从“影视一哥”到限消被执行人:华谊兄弟的83亿亏损残局
Guan Cha Zhe Wang· 2025-12-12 09:41
(文/霍东阳 编辑/张广凯) 企查查APP显示,近日,华谊兄弟传媒股份有限公司及其法定代表人王忠军新增一则限制消费令,涉及广告合同纠纷案 件,申请人为北京泰睿飞克科技有限公司,执行法院为北京市朝阳区人民法院。案件流程信息显示,此前,该公司已被 执行1140万余元。 在华谊兄弟10月发布的公告中,北京泰瑞飞克科技有限公司作为债权人被列出。公告透露该债务的逾期时间是2025年7月 31日,华谊兄弟正在积极与对方寻求解决方案。 | 序号 | 债权人 | 借款人 | 逾期日期 | 逾期金额(万 元) | 进展 | | --- | --- | --- | --- | --- | --- | | 1 | 东阳伯乐影视服务有限 公司 | 华谊兄弟电影有限公司 | 2025/6/30 | 599. 59 | | | 2 | 北京泰睿飞克科技有限 公司 | 华谊兄弟传媒股份有限公司 | 2025/7/31 | 1, 140. 52 | 公司目前积极与对方 寻求和解方案 | | 3 | 七印象(佛山)影视传媒 有限公司 | 华谊兄弟电影有限公司、 华谊兄弟传媒股份有限公司 | 2025/9/30 | 7,832.54 | | | ...
针对“大字吸睛、小字免责”等问题,市场监管总局公开征求意见
Guan Cha Zhe Wang· 2025-12-12 09:35
Core Viewpoint - The State Administration for Market Regulation (SAMR) is soliciting public opinions on the draft "Guidelines for the Enforcement of Advertising Citation Content," aiming to regulate advertising practices and ensure compliance with legal standards [1]. Group 1: Purpose and Scope of the Guidelines - The guidelines aim to enhance the effectiveness of regulatory enforcement regarding advertising citation content, providing a reference for local market regulation departments [2]. - Advertising citation content refers to data, statistics, survey results, excerpts, and quotations from third parties related to the promoted goods or services [2][3]. Group 2: Compliance Requirements - Advertising citation content must be truthful, accurate, and legal, prohibiting the use of fabricated or unverifiable information that could deceive or mislead consumers [3]. - Advertisers are responsible for the authenticity, accuracy, and legality of all advertising content, including citation content, and must bear the burden of proof [4]. Group 3: Standards for Data and Statistics - Data cited in advertisements must be obtained through experiments, measurements, or inspections conducted by qualified institutions, adhering to national standards and regulations [4]. - Statistical data or survey results used in advertisements should be derived from scientifically valid methods, ensuring broad and reasonable sampling [5]. Group 4: Citation and Attribution - Advertisements must accurately indicate the source of citation content, including the names of institutions or authors and the titles of referenced literature [5][6]. - When citing journals or internet sources, advertisements must provide specific details such as journal names, issue numbers, and access paths [7].
5年再投220亿,京东计划新建15万套“小哥之家”
Guan Cha Zhe Wang· 2025-12-12 09:16
Core Viewpoint - JD.com is significantly investing in improving the living conditions of frontline workers, specifically delivery riders and couriers, by committing 22 billion yuan to build 150,000 "Rider Homes" over the next five years [1][6]. Housing Improvement - JD.com has already provided 28,000 housing units for frontline workers across 145 cities and plans to expand this coverage [1][6]. - The "Rider Homes" are designed for practicality, with units like a 60 square meter two-bedroom apartment in Beijing offered at 50% below market rent [3]. - New self-built dormitories in Daxing District reduce commuting time from one hour to ten minutes, saving employees significant rental costs [4]. Employee Welfare - JD.com has invested a total of 22 billion yuan in employee housing improvements, with 10 billion yuan allocated to the housing security fund in 2023, benefiting 77% of frontline workers [6]. - The company ensures 100% of full-time riders have signed labor contracts and receive full employee benefits, including paid leave and health check-ups [7]. - Additional benefits include subsidized meals, special allowances during extreme weather, and a "New Year in JD" program that has invested over 700 million yuan to support employees during the holidays [7]. Skills Development - JD.com has partnered with Guangdong Province to establish the first "Modern Rider Academy" for skill enhancement and job transition opportunities for full-time riders [8]. - The academy will provide training in various areas, including safety protocols, English communication, and mental health, and will serve as a training base for drone operators [10]. - The "I Study at JD" program has supported over 6,500 employees in further education, with plans to cover 360,000 frontline workers in skill competitions by 2025 [10].
海南:力争“十五五”期间建成湛海高铁并投入运营
Guan Cha Zhe Wang· 2025-12-12 08:38
Core Viewpoint - The Hainan Provincial Party Committee has released suggestions for the 15th Five-Year Plan, emphasizing the construction of the Zhanhai High-Speed Railway and its expected completion and operation during this period [1][2]. Group 1: Project Overview - The Zhanhai High-Speed Railway is part of the national "eight vertical and eight horizontal" high-speed railway network, serving as a crucial link between Hainan Free Trade Port and the mainland [2][3]. - The railway will connect Zhanjiang in Guangdong Province to Haikou in Hainan Province, filling the gap in direct high-speed rail access between Hainan and the mainland [2][4]. Group 2: Project Significance - The project aims to enhance regional transportation connectivity, facilitating the movement of goods and people, and supporting the economic development of Hainan [3][4]. - It is expected to create a modern transportation framework that allows seamless integration of Hainan's circular economy with the national high-speed rail network, thus promoting Hainan as a significant transportation hub [3][10]. Group 3: Implementation Strategy - A project task force has been established to ensure efficient execution, addressing key challenges and coordinating efforts across various stakeholders [3][9]. - The construction is planned to take four years, with specific engineering components including bridges and port facilities [10].