Core Insights - Chery Automobile held the "AI Night" event on January 17, 2026, focusing on its comprehensive AI strategy and showcasing key AI innovations such as the super AI assistant "Xiao Qi," Falcon Intelligent Driving, Lingxi Intelligent Cockpit, and Mocha Robot [1][3] Group 1: AI Strategy and Focus Areas - Chery's AI strategy emphasizes "people-oriented" principles, aiming to empower intelligent cockpit, intelligent driving, and chassis systems, while promoting AI product equity [3] - The company aims to meet real user needs by developing AI that understands emotions and provides resonance, thus advancing emotional equity in AI [3] - Chery plans to integrate AI throughout its industrial manufacturing chain, enhancing internal engineering, innovation, and operational management, and expanding AI applications across various industries [3] Group 2: AI Innovations and Product Developments - Chery's exploration of intelligence began in 2003, leading to a comprehensive intelligent system covering R&D, manufacturing, supply chain, sales, and service [3] - The Falcon Intelligent Driving system has been upgraded, with the Falcon 500 introducing urban navigation assistance and the Falcon 700 enhancing product series for higher-level driving solutions [3] - The Lingxi Intelligent Cockpit features a new AI architecture for interaction, human-like memory, and privacy protection, including the launch of the super AI assistant "Xiao Qi" [5] Group 3: Robotics and Commercial Applications - Chery has made rapid advancements in humanoid robots and quadruped robotic dogs, with the humanoid robot "Mo Yin" being the first globally to receive dual CE certification, now operating in over 30 countries [6] - Mo Yin has been involved in various international applications, including factory inspections and event hosting, and a traffic management robot has been deployed in Wuhu, Anhui [6] Group 4: Upcoming Product Launches and Upgrades - New AI-enabled vehicle models such as the Fengyun T9L, Fengyun A9, and iCAR V27 were showcased, with the Fengyun T9L starting pre-orders [8] - Chery announced three major upgrade plans for its intelligent cockpit, driving assistance, and range capabilities, with full implementation expected by Q1 2026 [8]

1月17日，66度探险游轮CEO邹泉出席观察者网"2026答案秀·思想者春晚"，参加《从"中国制造"走向"全 球赋能"》"临界点交锋"圆桌讨论。 邹泉介绍说，极地探险是非常小众的领域，但可以学习中国制造业的历程，在软产业领域学习怎么成 长。 南北极的商业探险旅游已经有超过40年历史，一直是欧美公司垄断的行业。从游轮建造到运营、产品规 划和设计，可能都有一套完整的标准和体系。"那我们怎么进入？我觉得向制造业老大哥学习：越是这 个时候越要保持冷静和谦虚。" 对于怎么让中国客人、世界客人认同中国的产品、认可中国企业在软实力领域的成功，邹泉觉得并不 难。"因为人类底层逻辑是共通的——商业逻辑、审美逻辑都共通。没有道理说我们做的产品只有中国 人喜欢，海外客人就不喜欢。" 0:00 本文系观察者网独家稿件，未经授权，不得转载。 邹泉以"小红书对账单"为例，认为这一现象解释了一个很底层的逻辑：其实美国人民和中国人民想的是 一样的，没有什么不能理解的。 "所以回到这个基础上，我们把东方元素做好，服务好中国客人之后，花开了蝴蝶就会来，我们觉得是 可以走到海外的。" ...

Core Insights - JD's mission is to be a technology and service provider based on supply chains, focusing on supply chain services across various industries [1] - The current issue in China's supply chain is not a lack of products but an oversupply, with excessive information technology implementation that often does not add value [1] - The Taipu brand by JD Industrial addresses pain points in manufacturing by providing solutions that enhance procurement efficiency, reducing procurement time from months to hours [1] Group 1 - JD Industrial has over 50 million SKUs supporting the industrial procurement system, enabling rapid sourcing and standardization of materials [1] - The manufacturing sector in China has been rapidly evolving, but many companies have not effectively integrated their supply chain systems [1] - The emergence of "domestic substitution" as a response to geopolitical challenges has created new opportunities for Chinese manufacturing [2] Group 2 - JD serves as a platform to help Chinese manufacturers enhance their brand, sales channels, and customer reach, addressing gaps in the market [2] - The company leverages its supply chain capabilities to assist both domestic and international businesses in overcoming challenges [2]

Core Viewpoint - The global semiconductor industry is facing unprecedented fractures, particularly affecting Chinese investments abroad, as geopolitical tensions escalate and national security concerns are weaponized against foreign acquisitions [1][6]. Group 1: Investment and Acquisition - In December 2021, a Chinese investment firm, Jian Guang Asset, acquired 80.2% of FTDI for $414 million, marking a significant step for China's semiconductor industry to fill its technology gaps [3][4]. - FTDI, a leader in USB bridge chips with nearly 20% global market share, was expected to integrate into a Chinese A-share listed company, enhancing the domestic semiconductor ecosystem [3][4]. Group 2: Regulatory Challenges - In November 2024, the UK government initiated a retrospective investigation under the National Security and Investment Act, citing vague national security risks despite FTDI's civilian focus [4][5]. - The UK government set a deadline of December 2025 for the forced sale of FTDI shares, risking significant financial losses for Jian Guang Asset due to a lack of competitive bidding [5][6]. Group 3: Legal and Political Implications - The legal framework has been weaponized, allowing governments to retroactively challenge completed transactions, undermining the predictability of international investments [8][13]. - The case of FTDI reflects a broader trend where Chinese acquisitions are scrutinized under the guise of national security, impacting the global semiconductor supply chain [6][9]. Group 4: Responses and Strategies - Chinese companies are exploring international arbitration and local partnerships to mitigate risks associated with foreign investments, while also accelerating domestic supply chain development [11][12]. - The strategy of "dual-track" development—engaging in global supply chains while fostering local capabilities—has become essential for Chinese firms to navigate geopolitical challenges [11][15]. Group 5: Industry Outlook - The ongoing geopolitical tensions and regulatory hurdles are pushing the semiconductor industry towards fragmentation, threatening the collaborative nature that has historically characterized it [8][14]. - The situation underscores the need for transparent and predictable international rules to prevent the semiconductor sector from becoming a casualty of great power competition [15].

Core Insights - HarmonyOS V1.0 has passed the national security reliability assessment, marking its entry into critical industry procurement lists, which is essential for its adoption in sectors like government, finance, and energy [1][5] - HarmonyOS V1.0 is the first operating system to achieve a security reliability level of II, indicating a higher standard in core technology, security assurance, and sustainable development compared to other systems that achieved level I [2][6] - The Chinese "信创" (Xinchuang) industry is experiencing rapid growth, with market size expected to reach 26,559 billion yuan by 2026, driven by key sectors [3] Company Developments - Huawei has previously entered the Xinchuang market with Linux-based operating systems but has now launched the HarmonyOS for its professional computers, which is positioned as a core operating system for government and enterprise markets [4][5] - The competitive landscape in the domestic Xinchuang market is characterized by multiple strong players, but HarmonyOS is expected to leverage its superior application ecosystem and developer appeal to gain an advantage over established systems like Kirin and Tongxin [5][6] Industry Trends - The Xinchuang industry is in a phase of comprehensive promotion, with a predicted market growth rate of 17.84% in 2025 and 26.82% in 2026 [3] - The security reliability assessment results indicate that HarmonyOS is the only operating system with a level II certification, while other server operating systems tested, including those from Huawei and Alibaba, achieved level I [2][6]

Core Viewpoint - The global semiconductor industry is facing unprecedented fractures, particularly affecting Chinese investments in overseas semiconductor companies due to geopolitical tensions and national security concerns [1]. Group 1: Investment and Acquisition - In December 2021, a Chinese investment firm, Jian Guang Asset, acquired 80.2% of FTDI for $414 million, marking a significant step for China's semiconductor industry to fill its technology gaps [3]. - FTDI, a leader in USB bridge chips, holds nearly 20% of the global market share and serves various sectors including automotive electronics and medical devices [3]. - The UK government initiated a retrospective investigation into this acquisition under the National Security and Investment Act, citing vague national security risks despite FTDI's civilian focus [4][5]. Group 2: Legal and Regulatory Challenges - The UK government set a deadline of December 2025 for the forced sale of FTDI shares, which could lead to significant financial losses for Jian Guang Asset due to a lack of competitive bidding [5]. - Jian Guang Asset attempted to challenge the UK government's order in court, but the court upheld the government's decision, emphasizing the importance of national security [5][6]. - The situation reflects a broader trend of using legal frameworks as tools for geopolitical maneuvering, particularly against Chinese investments in advanced technologies [6][8]. Group 3: Broader Implications for the Semiconductor Industry - The ongoing geopolitical tensions are leading to a fragmentation of the semiconductor supply chain, which could increase costs and hinder innovation across the industry [8][9]. - The case of Nexperia in the Netherlands illustrates the unintended consequences of government interventions, which can disrupt entire supply chains and affect numerous downstream customers [9][10]. - China's response to these challenges includes accelerating domestic production capabilities and seeking alternative supply chains to mitigate geopolitical risks [11][12]. Group 4: Future Outlook and Strategies - Chinese companies are exploring international arbitration to challenge governmental interventions, aiming to set precedents for future cases [11]. - The trend of "decoupling" from international supply chains is becoming more pronounced, as companies seek to ensure production continuity amid geopolitical uncertainties [10][11]. - The semiconductor industry is at a crossroads, with the need for transparent and predictable international rules becoming increasingly critical to avoid further fragmentation and to foster cooperation [15].

2026年伊始，本已脆弱的国际秩序继续迎来"地震"：美国突袭并掳走委内瑞拉总统马杜罗，特朗普公开强调"必须得到格陵兰岛"。国际社会特别是全球南方 与诸多寻求发展的国家，正面临更为复杂的战略环境。传统权力关系的松动与既有规范的弱化，迫使各国必须重新审视自身的安全与发展路径。 在观察者网"2026答案秀·思想者春晚"上，复旦大学中国研究院院长张维为、俄罗斯外交与国防政策委员会荣誉主席谢尔盖·卡拉加诺夫、欧亚集团总裁伊恩· 布雷默展开对话，围绕"转折点"这一时代背景，讨论了欧亚文明与国家认同、乌克兰战争与核威慑风险、美国国内政治变迁及其外溢效应、欧洲的结构性脆 弱等议题。结合理性沟通与多元视角，勾勒出一个正在重组中的世界，也为理解未来走向提供了难得的思想坐标。 ·美国是2026年世界地缘政治"头号风险" 张维为：今晚我们将举行一场十分精彩的思想者盛会，因为我们请来了非常重要的嘉宾，讨论非常重要的话题。我记得弗拉基米尔·列宁有一句名言，大致 意思是：有时候几十年里无事发生，有时候几十年在几个星期里发生。 今天的情况正是如此。看看过去两三周，发生了这么多的事件，我们都会进行讨论。今天我们请来两位尊贵的嘉宾，一位是谢尔盖 ...

Group 1 - An explosion occurred at the Baotou Steel Rare Earth Plate Factory in Inner Mongolia on January 18, resulting in significant damage and a large impact area [1][3] - The incident has led to 2 fatalities and 78 injuries, with all injured individuals being urgently transported to local hospitals for treatment [5] - Rescue operations are ongoing despite challenging conditions, including temperatures as low as -20°C [1][5]

Core Viewpoint - An explosion occurred at the Baogang Steel Plant in Baotou, Inner Mongolia, resulting in casualties and injuries, highlighting ongoing safety concerns in the steel industry [1][3]. Group 1: Incident Details - The explosion took place on January 18 at approximately 15:05, with reports of a loud noise and visible smoke rising from the plant [1]. - As of 17:30 on the same day, the incident resulted in 2 fatalities, 5 individuals missing, and 66 people hospitalized, with 3 in critical condition [3]. - Local residents reported significant property damage, particularly shattered glass, but no serious injuries among nearby villagers [1][2]. Group 2: Company Background and Safety Measures - Baogang Steel, established in 1954, is a key player in China's steel industry and was part of a major national construction initiative [2]. - Just two days prior to the explosion, Baogang's safety committee held a meeting emphasizing the importance of safety management and the need for thorough inspections and corrective actions [2]. - The company is expected to implement a safety management plan in collaboration with the Baotou Emergency Management Bureau to enhance safety protocols [2].

Group 1 - The China Securities Regulatory Commission (CSRC) has initiated an investigation into Ningbo Ronbay New Energy Technology Co., Ltd. (Ronbay Technology) for allegedly misleading statements regarding a significant business contract [1] - On January 14, Ronbay Technology announced a procurement cooperation agreement with CATL, estimating a total sales amount exceeding 120 billion yuan for supplying 3.05 million tons of lithium iron phosphate cathode materials from Q1 2026 to 2031 [1] - On January 18, Ronbay Technology confirmed receipt of the CSRC's notice of investigation and stated that all business activities are operating normally during the investigation period [1] Group 2 - In response to inquiries from the Shanghai Stock Exchange, Ronbay Technology clarified that the 120 billion yuan contract total was an estimate and that the actual sales amount would depend on the final orders and raw material prices, indicating uncertainty in sales figures [2] - The company acknowledged that the original announcement lacked precision in describing the total contract amount and did not sufficiently highlight potential risks associated with the agreement [2] - Ronbay Technology is a multinational group specializing in the research, production, and sales of lithium battery cathode materials, having been listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board since July 22, 2019 [2]