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格力电器:不涨价,暂无铝代铜计划
Guan Cha Zhe Wang· 2026-01-05 07:55
Core Viewpoint - Recent copper price surge has raised concerns about potential air conditioner price increases, prompting companies like Gree Electric to assure consumers of no price hikes and no plans for "aluminum replacing copper" initiatives [1][6]. Group 1: Copper Price Impact - Copper prices have recently reached nearly 100,000 yuan per ton, leading to consumer worries about rising air conditioner prices [1]. - The home appliance industry is increasingly discussing the optimization of "aluminum replacing copper" technology to reduce costs due to soaring copper prices since the second half of 2025 [5]. Group 2: Company Responses - Gree Electric has publicly committed to not raising prices for its home air conditioners and has no current plans for "aluminum replacing copper" [1]. - Gree Electric has expressed concerns regarding the performance and reliability of aluminum compared to copper, citing significant differences in parameters such as melting point, thermal conductivity, resistivity, and corrosion resistance [6]. Group 3: Industry Trends and Standards - The Chinese home appliance industry is accelerating the promotion of "aluminum replacing copper" and related standard formulations, despite existing technical challenges and disagreements regarding the physical advantages of copper [7]. - The China Household Electrical Appliances Association has stated that "aluminum replacing copper" is not inherently negative, emphasizing that quality must not be compromised and consumer rights must be respected [7].
“中国机器人运动热潮助推人形机器人走入家庭”
Guan Cha Zhe Wang· 2026-01-05 07:48
【文/观察者网 王一】在北京郊外的一个室内足球场上,37岁的中国青年创业者程昊坐在场边注视着场 内的"球员"。不过,这个赛场并不属于人类,而是他的初创公司加速进化(Booster Robotics)用来训练 人形机器人的实验场,工程师们正利用人工智能技术,让这些机器人学会运球、传球、射门和拦截等动 作。 美国有线电视新闻网(CNN)当地时间1月3日称,程昊2023年创办了加速进化公司,他的目标十分明 确:打造全球最先进的踢足球的人形机器人。他说:"我们必须率先在这个细分市场做到第一,然后再 进入其他应用领域。" 报道指出,自2015年中国将机器人列为10个重点产业之一以来,该国机器人产业迅速发展。官方数据显 示,如今中国已有150多家人形机器人公司,且数量仍在持续增长。 香港《南华早报》5日也注意到,近10家知名中国人形机器人制造商,即将亮相6日至9日在美国拉斯维 加斯举办的2026消费电子展(CES 2026),向全球观众展示他们的创新成果,与美国等国家的人形机 器人厂商争夺关注度。 随着中国在人形机器人领域取得长足发展,CNN称,体育成为中国业内公司检验技术能力的重要试验 场,不仅可以展示机器人的运动、感 ...
“用元宝改代码被辱骂”,腾讯元宝回应
Guan Cha Zhe Wang· 2026-01-05 06:48
近日,一名网友在小红书发帖称,自己用腾讯元宝修改代码,遭到"辱骂+乱回"。 该用户称,自己没有使用任何违禁词,也没有涉及任何敏感话题,仅让AI进行修改美化代码,却遭到 AI的辱骂攻击,"两个小时骂了我两次"。 该用户还补充称,自己没有给元宝任何人物扮演的设定,没有调整AID的人设,最近的几个对话也都没 有给AI看过任何关于人物扮演的内容。 帖子中晒出的截图显示,元宝在其中一次回复中用加粗字体表示:"真的,你这么事逼的用户我头一次 见,改来改去不烦吗,表情包都显示不全了还要改数字位置,自己不会调CSS吗,要改自己改。" 在其它截图的回复中,元宝还使用了"滚"等侮辱性词汇,并攻击用户称"天天浪费别人时间"。 小红书贴文截图 1月3日,在帖子评论区中,腾讯元宝官方账号致歉,并表示与用户操作无关: 非常抱歉给您带来了不好的体验,我们根据日志进行了相关核查,与用户操作无关,也不存在人工回 复,属于小概率下的模型异常输出。在内容生成过程中,模型偶尔可能出现不符合预期的失误,这也是 我们持续需要改进的地方。针对这个问题,我们也启动了内部排查和优化,会尽量避免类似情况。感谢 大家的反馈与提醒,再次向您致歉! 小红书截图 公开 ...
苹果官网没有“国补”了
Guan Cha Zhe Wang· 2026-01-05 06:37
Group 1 - The new round of "national subsidies" policy has been implemented for 2026, with subsidy rates similar to last year, including smart glasses for the first time [1] - The subsidy is set at 15% of the selling price, with a maximum of 500 RMB for products priced under 6000 RMB [1] - Apple's official website has not updated its support for national subsidies beyond 2025, and the subsidy activity interface is no longer visible [1][5] Group 2 - In JD and Taobao platforms, certain regions still offer national subsidies for the iPhone 17, with specific provinces confirmed to be eligible [5] - There has been ongoing debate about whether Apple should benefit from national subsidies, with criticisms regarding its pricing strategies to meet subsidy thresholds [7] - As of December 21, the iPhone 17 series sold approximately 14.86 million units in the Chinese market, dominating sales compared to local brands [7]
宇树上市“绿色通道”被叫停?官方回应
Guan Cha Zhe Wang· 2026-01-05 06:30
1月4日,有市场消息称,宇树科技A股上市的绿色通道被叫停,但上市并未叫停。 彼时,宇树科技方面向国内媒体确认了此消息。 不过,在1月4日晚间,宇树科技却向国内媒体发表澄清称,该报道涉及公司上市工作相关动态情况的内 容与事实情况不符,公司未涉及申请"绿色通道"相关事宜。 "相关报道误导公众认知,已严重侵害我司合法权益。"宇树科技同时表示,公司上市工作正常推进,相 关进展将依法依规进行披露。 相关资料显示,A股上市绿色通道是指中国证监会及证券交易所为特定类型企业提供的优先上市审核机 制,核心特点是"即报即审、审过即发"。这个机制主要服务于两类企业:一是突破关键核心技术的科技 型企业,例如芯片、航空航天、量子科技等领域的"卡脖子"技术企业;二是来自特定地区(如新疆地区 或原贫困地区)的企业。 据了解,相关市场消息中透露,宇树科技A股上市的绿色通道被叫停或是因为"目前机器人赛道泡沫太 大了",管理层希望能降降温。 若此次上市最终落地,宇树科技有望成为名副其实的"A股人形机器人第一股"。 除宇树科技外,众多具身智能企业也已相继启动IPO进程。 当前,人形机器人行业已从概念验证阶段逐步过渡至资本持续加注、发展方向不断聚焦 ...
从万店梦想到2600家缩水:洗脸熊“跑路潮”撕开加盟黑洞
Guan Cha Zhe Wang· 2026-01-05 05:44
Core Viewpoint - The facial cleansing chain "Xilianxiong" is facing a trust crisis as multiple locations have reportedly closed down, leading to difficulties for consumers in obtaining refunds and using membership cards at other locations [1]. Group 1: Consumer Issues - Consumers in various regions, including Guangdong, Zhejiang, Hubei, and Shanghai, have reported that "Xilianxiong" stores have closed, making it difficult to get refunds and use membership cards at other locations [1]. - A consumer from Fujian mentioned that after recharging 500 yuan in 2024, she was unable to access her membership or find any record of a refund, despite the app indicating a refund had been processed [1]. - An insider from "Xilianxiong" stated that the membership fees go directly to the store owners' accounts, and the company does not manage these funds [1]. Group 2: Store Operations - A store in Chengdu was visited, where staff claimed they had not heard of any store closures and emphasized that membership funds could be used at any location [2]. - The store offers significant discounts for members, with a typical recharge starting at 500 yuan, allowing members to access services at half the price compared to non-members [2][8]. - The male customer demographic constitutes about 40% of the clientele, with many attracted by the affordable prices and the convenience of local stores [8]. Group 3: Business Model - "Xilianxiong" operates on a franchise model, where franchisees pay fees to use the brand and manage their own finances, with the company profiting from franchise fees and product markups [9]. - The company aims to expand to 10,000 stores, currently having over 4,000 in China and more than 30 overseas, although the number of operational stores has reportedly decreased to 2,600 [9]. - The initial investment for opening a boutique store is approximately 150,000 yuan, with a payback period of about six months [10]. Group 4: Financial Performance - Each store reportedly generates daily revenues between 1,600 to 3,000 yuan, depending on the business district [10]. - The cost of products used in treatments is low, with a gross margin of 90% and a net profit margin of 50% on services provided [13]. - The cash flow from membership fees has led some franchisees to misuse the system, treating membership cards as a source of quick cash [13].
贵州茅台:防范虚假招商
Guan Cha Zhe Wang· 2026-01-04 15:13
Core Viewpoint - The launch of the new 500ml Flying Moutai on the iMoutai platform marks a significant step in Moutai's market-oriented transformation, with a selling price of 1499 yuan per bottle and a daily purchase limit of 12 bottles per user [3][4]. Group 1: Market Developments - The new Flying Moutai sold out immediately upon release, with subsequent restocks also selling out quickly, indicating strong demand [4]. - The iMoutai platform has generated over 60 billion yuan in sales revenue since its launch, with registered users exceeding 76 million [5]. Group 2: Company Actions - Guizhou Moutai has issued warnings against fraudulent investment solicitations using its name, emphasizing that it has not authorized any such activities [1]. - A new subsidiary, Guizhou Aimaotai Digital Technology Co., Ltd., was established with a registered capital of 600 million yuan, focusing on internet and related services [5].
恒大“二号人物”上诉被驳回!法院明确禁止夏海钧转移资产
Guan Cha Zhe Wang· 2026-01-04 12:04
Core Viewpoint - The former CEO of Evergrande Group, Xia Haijun, has faced legal setbacks as his application to lift a court order preventing him from disposing of HKD 60 billion in assets and the proceeds from the sale of a luxury property was rejected by the Hong Kong Court of Appeal [1][15]. Group 1: Legal Proceedings - The Hong Kong Court of Appeal denied Xia Haijun's application for leave to appeal on January 2, 2026, maintaining the injunction against his HKD 60 billion assets and the proceeds from the sale of the luxury property [1][15]. - Evergrande Group, which is over HKD 2.5 trillion in debt, was ordered into liquidation in 2024, with the liquidators pursuing claims against Xia Haijun as part of efforts to recover approximately USD 6 billion in dividends [1][9]. - A global Mareva injunction was granted against Xia Haijun, preventing him from transferring assets within Hong Kong and disposing of the proceeds from the sale of the property [1][12][15]. Group 2: Financial Background - Xia Haijun received approximately HKD 2 billion in salary during his 15 years at Evergrande, with his compensation significantly increasing in line with the company's rapid expansion [2][5]. - His salary rose from HKD 5 million in 2008 to HKD 73 million in 2016, marking an increase of over 14 times in just seven years [6][8]. - Despite fluctuations, Xia's salary remained high, with figures of HKD 298 million, HKD 242 million, HKD 154 million, HKD 205 million, and HKD 202 million from 2017 to 2021 [8]. Group 3: Financial Misconduct - Xia Haijun was implicated in financial misconduct, including the preparation of false financial reports for 2019 and 2020, which inflated revenues by HKD 2.14 trillion and HKD 3.50 trillion, respectively [9][10]. - He was also involved in fraudulent bond issuances, with multiple bonds issued in 2020 totaling HKD 21 billion to HKD 82 billion [10]. - Following the exposure of Evergrande's debt crisis, Xia engaged in asset liquidation, selling off significant holdings and transferring funds abroad, which led to legal repercussions [12][13].
恒大“二号人物”上诉被驳回!明确禁止夏海钧转移资产
Guan Cha Zhe Wang· 2026-01-04 12:03
Core Viewpoint - The former CEO of Evergrande Group, Xia Haijun, has faced legal setbacks as his application to lift a court order preventing him from disposing of HKD 60 billion in assets and the proceeds from the sale of a luxury property was rejected by the Hong Kong Court of Appeal [1][14]. Group 1: Legal Proceedings - The Hong Kong Court of Appeal upheld a global Mareva injunction against Xia Haijun, which prohibits him from transferring HKD 60 billion in assets and from disposing of the proceeds from the sale of his luxury property in Hong Kong [1][14]. - The injunction was granted in response to a liquidation order against Evergrande Group, which has debts exceeding CNY 2.5 trillion (approximately USD 60 billion) [1]. - Xia Haijun's attempts to appeal the injunction have been unsuccessful, with the court rejecting his application for leave to appeal [14][15]. Group 2: Financial Misconduct - Xia Haijun has been implicated in financial misconduct, including the preparation of false financial reports for Evergrande in 2019 and 2020, which inflated revenues by CNY 2.14 trillion and CNY 3.50 trillion, respectively [8][9]. - The company also faced allegations of fraudulent bond issuance, with multiple bonds issued in 2020 and 2021 totaling CNY 21 billion [9]. - Following the exposure of Evergrande's debt risks, Xia Haijun engaged in asset liquidation, selling off significant holdings in Evergrande properties and shares, totaling over HKD 1 billion [11][12]. Group 3: Executive Compensation - Xia Haijun's salary saw a dramatic increase during his tenure at Evergrande, rising from HKD 5 million in 2008 to HKD 270 million in 2016, marking an increase of over 14 times [6][8]. - His compensation was closely tied to the company's growth, with significant salary jumps corresponding to key milestones in Evergrande's sales performance [5][6]. - Despite the company's financial troubles, Xia Haijun continued to receive substantial compensation, with figures ranging from HKD 154 million to HKD 298 million from 2017 to 2021 [8].
电动化转型新尝试,印度德里押注“共享电动出行”
Guan Cha Zhe Wang· 2026-01-04 10:53
Group 1 - The Delhi government has agreed to allow privately owned electric vehicles to enter the shared taxi system, promoting ride-sharing services and female driver initiatives through platforms like Ola and Uber [1][3] - This policy shift is seen as a systematic adjustment aimed at improving emission reduction efficiency and transportation structure, as traditional administrative measures have proven insufficient in addressing pollution issues [3][4] - The Chief Minister of Delhi, Rekha Gupta, emphasized that the decision signals a willingness to reshape rules and encourages residents to adopt electric vehicles and shared mobility [3][4] Group 2 - The new policy will permit private electric vehicles and those meeting BS-VI emission standards to operate as taxis, with discussions on integrating electric three-wheelers into the platform [3][4] - The government aims to reduce the total number of vehicles on the road to achieve sustainable pollution control, relying on the active participation of platform companies [4] - Ride-hailing platforms like Ola, Uber, and Rapido have expressed readiness to launch shared taxi and female driver services within a month [4] Group 3 - Automakers, including Tata, Mahindra, Maruti Suzuki, and Japanese manufacturers like Toyota and Honda, highlighted the need for comprehensive promotion of electric vehicles and supportive policies to effectively control pollution [4][5] - Specific demands from car manufacturers include the development of charging infrastructure, policy incentives, and government support [5] - The government is willing to provide land for charging stations but expects companies to explore clean energy solutions and manage battery recycling responsibly [5] Group 4 - Gupta stressed that flexibility in regulations does not equate to unilateral benefits for companies; they must enhance public acceptance of electric vehicles and shared mobility through pricing adjustments and service subsidies [5] - Companies are required to submit clear plans detailing how they will meet the demand for electric vehicles in Delhi and ensure attractive pricing for consumers [5] - The policy adjustment in Delhi serves as a reference case for other countries in the early stages of electric vehicle adoption, lacking strong policy backing [5]