Guan Cha Zhe Wang

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“中国电动汽车帮助尼泊尔改善空气质量,为发展中国家带来新希望”
Guan Cha Zhe Wang· 2025-07-30 12:28
Group 1 - The electric vehicle market in Nepal has experienced explosive growth, with 76% of imported electric vehicles in the fiscal year 2023-2024 coming from China [1] - The Nepalese government is actively promoting the transition to electric vehicles to reduce reliance on imported fossil fuels and improve air quality, with electric vehicles accounting for 76% of all passenger car sales and 50% of light commercial vehicle sales in the past year [1][3] - The Nepalese Customs data indicates that nearly 70% of electric vehicles imported last year were from China, highlighting the significant role of Chinese manufacturers in this market [1] Group 2 - Following a dispute with India in 2015, Nepal's oil imports decreased sharply, prompting the government to invest heavily in hydropower and electrical infrastructure to provide affordable, pollution-free electricity [3] - To encourage electric vehicle adoption, the Nepalese government implemented various incentives, including a total tax rate of 40% for electric vehicles compared to 180% for fuel vehicles [3] - The Nepal Electricity Authority has established 62 charging stations, and the government has allowed anyone to build charging facilities while significantly reducing tariffs on imported charging equipment [3][4] Group 3 - Many businesses in Nepal, including hotels and restaurants, have begun installing charging stations, indicating a growing acceptance of electric vehicles [4] - Initially skeptical, car dealers in Nepal have recognized the potential of electric vehicles, with one dealer reporting a significant increase in sales after the introduction of models suited for Nepal's terrain [5] - The competitive pricing of Chinese electric vehicles is making it difficult for Indian manufacturers to compete, as noted by local dealers [5] Group 4 - Despite the growth in electric vehicle adoption, many Nepalese still rely on inexpensive motorcycles and gasoline or diesel buses, indicating a need for more electric buses to address air pollution [7] - The Nepalese government has allocated approximately $22 million for the purchase of electric buses, with state-owned company Sajha Yatayat operating 41 new energy buses in the past two years [7] - Nepal's approach to electric vehicle adoption contrasts with the policies of the US and EU, which are attempting to curb the Chinese electric vehicle industry, offering a hopeful model for developing countries seeking economic growth while avoiding severe pollution [7]
新央企新长安落地,“我看到了满满的机会”
Guan Cha Zhe Wang· 2025-07-30 12:16
【文/观察者网 潘昱辰 编辑/高莘】"长安汽车过去所拥有的资源太少、太小,(现在)突然有了一种取 之不尽、用之不竭的感觉。"7月30日,在重庆举行的中国长安汽车集团有限公司媒体沟通会上,新上任 的中国长安汽车集团党委书记、董事长朱华荣感慨道。 夏季的重庆素有"火炉"之称,而在今年7月的山城,能够感受到火热的不仅是体感,还包括整座城市支 柱产业的蓬勃氛围——此前一天,第三家由国务院国资委直接履行出资人职责的汽车中央企业在这里诞 生。 在中国兵器装备集团实施汽车、军工业务分立后,新诞生的中国长安汽车集团成为了与中国一汽、东风 汽车平级的独立一级央企。朱华荣表示,中国长安汽车集团的成立是党中央立足国家发展全局,审时度 势、纵深推进国资国企改革的重大战略部署。 打造世界一流汽车集团 "中国长安汽车集团的成立,有利加快发展具有全球竞争力的世界一流汽车集团,更好地助力智能网联 新能源汽车产业高质量发展。"朱华荣在媒体沟通会上说。 中国长安汽车集团有限公司媒体沟通会 中国长安汽车集团 中国长安汽车集团党委书记、董事长朱华荣 中国长安汽车集团 根据规划,到2030年,中国长安汽车集团的整车产销规模目标为500万辆,新能源汽车 ...
国产大模型与AI芯片联盟,意义有多重大?
Guan Cha Zhe Wang· 2025-07-30 12:03
系统性思维,一直都是中国产业从后发地位迈向先进水平的宝贵经验,如今这一幕也正在 AI领域发生。近日,10家国产大模型、AI芯片和算力加速企业携手成立"模芯生态创新联 盟",开始探索从大模型开发阶段就去适配国产AI芯片,为国产芯片产业协同打开了新思 路。与此同时,上海企业在联盟中占据半壁江山的现象,也正是上海高科技产业一向重视软 硬结合,产业链一体化完备程度的厚积薄发。 (文/观察者网 张广凯) 沐曦陈维良、天数智芯盖鲁江、燧原赵立东、壁仞张文,四家国产算力芯片领军企业的创始人同台对 话,即使不是第一次,也是非常罕见的一幕。 更耐人寻味的是,这一幕出现在大模型企业阶跃星辰的发布会上。 7月25日,作为今年世界人工智能大会的一部分,阶跃星辰在上海发布了新一代SOTA级的多模态推理 大模型Step 3。 作为著名的"多模态卷王",如果说Step 3本身的模型能力已经不会太让人意外,那么这次发布会上更大 的惊喜,来自于其对国产芯片的强大适配能力——据介绍,Step 3在国产芯片上的推理效率最高可达 DeepSeek-R1的300%。 同日,阶跃星辰联合近10家芯片及基础设施厂商发起"模芯生态创新联盟",首批成员包括华 ...
北亚市场仍为唯一负增长地区,欧莱雅在中国会像在日韩一样被动吗?
Guan Cha Zhe Wang· 2025-07-30 10:14
Core Viewpoint - L'Oréal's performance in the first half of 2025 shows a slowdown in growth compared to previous years, with a total sales of €22.47 billion (approximately ¥186.19 billion), reflecting a year-on-year growth of 3% [3][4]. By Division - Professional Products division reported sales of €2.55 billion (approximately ¥21.13 billion) with a like-for-like growth of 6.5% in the first half and 11.5% in the second quarter [3][4]. - Consumer Products division achieved sales of €8.41 billion (approximately ¥69.73 billion) with a like-for-like growth of 2.8% in the first half and 3.3% in the second quarter [3][4]. - Luxe division experienced a decline, with sales of €7.66 billion (approximately ¥63.73 billion) and a like-for-like growth of only 2% in the first half, while the second quarter saw a decline of 1.9% [3][4]. - Dermatological Beauty division recorded a sales of €3.86 billion (approximately ¥32.16 billion) with a like-for-like growth of 3.1% in the first half and 3.5% in the second quarter [3][4]. By Region - Europe contributed the highest sales in the first half, totaling €7.53 billion (approximately ¥62.19 billion) with a growth of 3.4% [3][4]. - North America sales reached €5.82 billion (approximately ¥48.26 billion), reflecting a growth of 2% [3][4]. - North Asia, including China, was the only region with negative growth, reporting a decline of 1.1% with sales of €5.39 billion (approximately ¥44.73 billion) [4][6]. - SAPMENA-SSA and Latin America showed strong growth, with sales of €2.06 billion (approximately ¥17.06 billion) and €1.66 billion (approximately ¥13.73 billion), respectively, both growing over 10% [3][4]. Acquisitions - L'Oréal made three acquisitions in the first half of the year, including the luxury perfume brand Amouage, skincare brand Medik8, and professional haircare brand Color Wow, focusing on enhancing its high-end cosmetics and professional hair products [4][5]. - The acquisition of Color Wow is noted for strengthening L'Oréal's position in the high-end hair and styling category [5]. - The integration of Medik8 into the luxury division suggests a trend towards efficacy in high-end skincare products [5].
北亚市场仍为唯一负增长地区,欧莱雅在中国会像在日韩一样被动吗
Guan Cha Zhe Wang· 2025-07-30 10:11
7月30日凌晨,欧莱雅集团发布来2025年上半年业绩报告。 欧莱雅首席执行官叶鸿慕(Nicolas Hieronimus)表示,"正如我们预期的,欧莱雅的可比增长在第一季度和第二季度之间实现加速。" | | | 2nd quarter 2025 | | | 1st half 2025 | | --- | --- | --- | --- | --- | --- | | | | Growth | | | Growth | | | €m | Like-for-like | Reported | €m | Like-for-like | | By Division | | | | | | | Professional Products | 1,269.4 | +11.5% | +7.3% | 2,546.6 | +6.5% | | Consumer Products | 4.134.4 | +3.3% | -0.4% | 8.413.0 | +2.8% | | Luxe | 3,565.0 | -1.9% | -5.3% | 7,657.9 | +2.0% | | Dermatological Beauty | 1, ...
旅拍师终于“转正”,但行业却亟需“转型”
Guan Cha Zhe Wang· 2025-07-30 10:10
Core Insights - The emergence of new professions, including "travel photography customizer," reflects the vitality brought by new technology applications, consumer demands, and market changes [1][10] - The travel photography market is rapidly growing, with tourists seeking immersive photography experiences as a key aspect of their travel enjoyment [1][10] Industry Overview - The travel photography industry has seen a significant increase in demand and the number of companies, with over 6,341 related enterprises currently operating in China [5][6] - The number of registered travel photography companies has grown substantially, with 2,119 and 2,593 new registrations in 2023 and 2024 respectively, marking increases of 268.52% and 22.37% [5] - The market is characterized by low entry barriers, leading to intense competition and a proliferation of similar products, which poses risks of price wars and business failures [6][8] Professionalization of the Industry - The recognition of "travel photography customizer" as an official profession is expected to promote the professionalization and standardization of the industry [10] - The role of a travel photography customizer is multifaceted, requiring skills in photography, makeup, customer service, and post-production, indicating a shift towards more skilled and specialized professionals [1][4][10] - The demand for personalized travel photography services is increasing, with a notable rise in interest for various styles, including ethnic costumes and wedding photography [5][9] Market Trends - The travel photography market is projected to support a consumption demand of over 25 million people, contributing to a market size of nearly 40 billion yuan in China, which accounts for over 30% of the global market [9][10] - The trend towards personalized and immersive photography experiences is driving growth, with significant increases in searches for outdoor photographers and related services [9][10]
产学医媒四方会诊:AI的价值是“有用”而非“万能”
Guan Cha Zhe Wang· 2025-07-30 09:42
大模型,如何从"无所不能"走向"无处不在"?从科研、医疗到工业、金融,当人工智能(AI)的浪潮拍 向千行百业的堤岸,我们迎来的,是生产力的真正革命,还是一场喧嚣的泡沫? 7月28日,在中国信通院承办的 WAIC 2025 "大模型智塑全球产业新秩序" 论坛上,来自上海人工智能实 验室、复旦大学附属中山医院、上海大学、第一财经等不同领域的实践者,围绕 AI 如何真正改变行业 展开了坦诚交流。 对话中,嘉宾们的观点交锋,却共同指向一个核心共识:AI落地的关键不在于模型参数的继续膨胀, 而在于对行业痛点的精准把握和对人的深刻理解。 例如,乔宇提出"模型落地需在通用性、专用性、经济性中寻求平衡"、卢春来提出"AI医疗服务的对象 首先是'人',其次才是'疾病'"、曾丹提出"AI的应用将从'单点替代'走向对业务流程的'深度重塑'"、姚 学润提出"衡量一项 AI技术价值,其核心标准在于'有用性'"…… 从技术极客的算力竞赛,到产业实践的价值创造,人工智能的"下半场"已经开启。更多关于AI如何重塑 各行各业的深度洞察,请欣赏↓ 回顾大模型再进阶:突破、趋势与与应用示范 主持人:中国信通院人工智能研究所-魏凯 魏凯:乔宇所带领 ...
国产AI算力的“阶跃”时刻
Guan Cha Zhe Wang· 2025-07-30 09:26
(文/观察者网 张广凯) 沐曦陈维良、天数智芯盖鲁江、燧原赵立东、壁仞张文,四家国产算力芯片领军企业的创始人同台对 话,即使不是第一次,也是非常罕见的一幕。 更耐人寻味的是,这一幕出现在大模型企业阶跃星辰的发布会上。 7月25日,作为今年世界人工智能大会的一部分,阶跃星辰在上海发布了新一代SOTA级的多模态推理 大模型Step 3。 作为著名的"多模态卷王",如果说Step 3本身的模型能力已经不会太让人意外,那么这次发布会上更大 的惊喜,来自于其对国产芯片的强大适配能力——据介绍,Step 3在国产芯片上的推理效率最高可达 DeepSeek-R1的300%。 同日,阶跃星辰联合近10家芯片及基础设施厂商发起"模芯生态创新联盟",首批成员包括华为昇腾、沐 曦、壁仞科技、燧原科技、天数智芯、无问芯穹、寒武纪、摩尔线程、硅基流动等。 阶跃星辰的名字来自数学中的"阶跃函数",这个函数常用来描述从0到1的突然跳变。当英伟达H20都面 临"断供"风险,国产算力今年已经成为大模型企业的必选项。这个趋势当然不仅仅归功于阶跃星辰,但 国产模芯生态确如"阶跃函数"一样正在快速跃迁。 当模型和芯片变成一个系统 自从今年初Deep ...
转化率超过泳池?充电桩正悄悄改写酒店“必选项”
Guan Cha Zhe Wang· 2025-07-30 09:13
Group 1 - The core viewpoint of the articles highlights the increasing importance of electric vehicle (EV) charging stations in the hotel industry, significantly influencing travelers' booking decisions [1][2][3] - Hilton has equipped over 1,800 hotels globally with EV charging stations, leading to a higher likelihood of room bookings when guests search for this facility [1][2] - The company aims to reduce carbon emissions intensity by 75% for its hotels and 56% for franchised hotels by 2030, with these targets certified by the Science Based Targets initiative (SBTi) [1][2] Group 2 - Hilton has signed an agreement with Tesla to install 20,000 charging stations in North American hotels, aiming to create the largest overnight EV charging network in the hotel industry [2] - Other hotel brands, such as Marriott, Radisson, Hyatt, Accor, Wyndham, and Best Western, are also rapidly deploying EV charging facilities across their properties [2][3] - Approximately 25% of U.S. hotels currently offer EV charging services, with this percentage rising quickly, and properties with charging facilities tend to have higher booking rates and revenue [3]
会飞的 “出租车”,成为了WAIC上的吸睛焦点
Guan Cha Zhe Wang· 2025-07-30 08:36
Core Insights - The 2025 World Artificial Intelligence Conference (WAIC) showcased the E20 eVTOL, developed by the company, which became a focal point due to its innovative design and technology [1][9] - The E20 eVTOL features a six-unit power system with redundancy for enhanced safety and a low noise level, making it suitable for urban air mobility [4][9] - The company aims to make eVTOLs a cost-effective alternative to traditional helicopters, with significantly lower operational costs and ticket prices [5][7] Group 1: Product Features - The E20 eVTOL is designed with a six-unit power system and three wheeled landing gears, ensuring high safety standards [4] - It operates at a cruising noise level of approximately 70 decibels, allowing for comfortable communication inside the cabin [4] - The aircraft can reach a maximum speed of 320 km/h and has a range of 200 km, accommodating up to five passengers [9] Group 2: Economic Viability - The operational cost of eVTOLs is projected to be significantly lower than traditional helicopters, with estimates of $0.5 to $2.5 per seat mile, which is about one-fifth of helicopter costs [7] - The company plans to offer competitive ticket prices, such as 300 yuan for a 100 km flight, making it accessible to a broader audience [7] - The use of electric, lightweight, and intelligent technologies has reduced manufacturing and maintenance costs, bringing the price of eVTOLs down from tens of millions to millions [7] Group 3: Market Positioning - The company positions the E20 eVTOL as a viable option for urban air mobility, targeting low-altitude tourism and short-distance travel [4][8] - Other domestic manufacturers are also planning to launch eVTOL models by 2025-2026, indicating a growing market for this technology [7] - The integration of AI in flight control systems enhances the aircraft's operational capabilities, paving the way for future autonomous flights [9]