01 改款X9背后的AI野心 2025款小鹏X9看似是年度改款，实则暗藏玄机。496项细节重构、35%零部件焕新、超5000万元NVH研 发投入，这些数字背后是小鹏对家庭用户痛点的精准拿捏。例如，针对MPV用户高频使用的"接送孩 子"场景，新车将三排座椅电动放平时间缩短至10秒，并新增防夹电吸门；而58项静音升级让车内噪音 低至35分贝，相当于图书馆翻书声。 但真正奠定X9"科技豪华"标签的，是小鹏首次将AI技术全面注入产品定义。全系标配的图灵AI智驾系 统，搭载720亿参数基座模型，支持"端到端"决策——从感知到行动不再依赖人工规则，而是由AI自主 判断。这一技术突破让X9在香港右舵道路的NOA测试中，成功实现从左舵到右舵的无缝切换。 "传统车企需要数月调整代码，而我们的AI模型只需重新'学习'交通规则。"小鹏自动驾驶负责人李力耘 在技术分享会上透露。 文 | 新质动能，作者｜小寒，编辑｜小峰 2025年4月15日的香港启德码头，海风裹挟着维多利亚港的霓虹光影，一场名为"全球热爱之夜"的发布 会正在上演。舞台上，小鹏汽车董事长何小鹏手持一枚芯片，背后屏幕上跃动的"科技树"枝干蔓延， AI、能源、飞行汽车、机 ...

Group 1: Shanghai Auto Show Overview - The 2025 Shanghai International Automobile Industry Exhibition is being held from April 23 to May 2, featuring nearly 1,000 exhibitors from 26 countries and regions, with a total exhibition area exceeding 360,000 square meters, marking a new high in scale [2] - The event will showcase over 100 new car launches, with brands like Xiaomi Auto, Hongmeng Zhixing, and NIO making their debut, while Korean brands Hyundai and Kia, as well as French brands Dongfeng Citroen and Dongfeng Peugeot, will be absent [2] - Total attendance is expected to exceed 906,000 from the previous event [2] Group 2: Focus on Intelligent Driving - Intelligent driving is a highlight of this year's exhibition, with more companies showcasing their technologies, but discussions around safety have increased following recent incidents and regulatory changes [3][8] - Companies like Xiaomi have shifted focus from intelligent driving to financial services, reducing emphasis on smart driving features in their presentations [3] - BYD has rebranded its advanced driving assistance system from "High-level Intelligent Driving" to "Driving Assistance" [5] Group 3: Regulatory Changes and Industry Response - The Ministry of Industry and Information Technology (MIIT) has issued guidelines to strengthen the management of intelligent connected vehicles, emphasizing corporate responsibility and safety management throughout the vehicle lifecycle [9][10] - A joint initiative by the China Automotive Industry Association and the China Automotive Engineering Society calls for the elimination of false advertising and over-marketing in the promotion of driving assistance technologies [11] - The penetration rate of L2 and above autonomous driving systems in passenger vehicles is projected to reach 55.7% in 2024, with expectations to approach 65% by 2025 [11] Group 4: Market Trends and Future Outlook - The global smart car market is projected to grow from $67.3 billion in 2023 to $265.7 billion by 2032, with electric smart cars accounting for a significant portion of this growth [26] - The automotive industry is transitioning from traditional mechanical components to battery, electric drive, and control systems, alongside the integration of intelligent software systems [26] - Companies are encouraged to enhance their global strategies and localize production and supply chains to adapt to changing international trade dynamics [27]

Group 1: Industry Overview - The diamond semiconductor industry is gaining momentum, with significant advancements in technology and production capabilities [2][4][8] - Diamond semiconductors are recognized for their superior properties compared to traditional semiconductors, making them suitable for high-temperature, high-frequency, and high-power applications [3][4][12] - The production of diamond semiconductors is transitioning from research to practical applications, with ongoing challenges in material quality and device fabrication [4][5] Group 2: Technological Developments - Recent breakthroughs include the development of large-scale production techniques for high-quality diamond films, which can be applied in flexible electronics and high-power RF devices [6][7] - The first n-channel diamond MOSFET has been successfully developed, marking a significant step towards diamond-based CMOS integrated circuits [7] - Research teams in China have achieved advancements in 2-inch diamond substrate production, enhancing capabilities for 5G communications [8][9] Group 3: Investment and Project Initiatives - Multiple projects are being launched in Xinjiang, with significant investments aimed at establishing a complete diamond industry chain, including production and application [9][10][11] - A notable project in Xinjiang involves a 40 billion yuan investment focused on the research and production of third-generation semiconductor materials, including diamond [9] - The establishment of a diamond industrial park in Xinjiang aims to attract upstream and downstream enterprises, fostering a comprehensive ecosystem for diamond production [9][10] Group 4: Market Potential and Applications - Diamond semiconductors are expected to play a crucial role in various sectors, including electric vehicles, telecommunications, and consumer electronics, due to their efficiency and performance advantages [3][4][12] - The demand for high-frequency and high-power devices is increasing, particularly in the deployment of 5G networks, where diamond substrates can provide essential thermal management [3][8] - The potential applications of diamond in quantum sensing and oil exploration highlight its versatility and importance in emerging technologies [12]

东风日产N7 合资新能源车的困境，已不是新话题。 曾经在燃油时代称王称霸的合资品牌们，面对智能化、电动化的潮水，有些选择了观望，有些则水土不 服，匆匆上马的油改电车型纷纷扑街，既没有产品竞争力，也没能打动年轻消费者。 而今，东风日产终于出手，不再"慢半拍"。近日，东风日产N7正式开启预订，成为其全新天演架构下 的首款车型。 这个时点选得颇有意味：在自主新能源大杀四方、合资新能源频频"隐身"的当下，日产试图通过N7打 一场翻身仗。但问题是，晚来一步的东风日产，还能赶上牌桌吗？ "最家"电轿，打的是一场"细分战争" 从产品定义来看，N7走的并非一味"堆参数"的路线，而是绕过智能战场最内卷的高阶智能驾驶硬碰 硬，而转向一个看似更朴素的命题：家庭。 在车市越卷越冷的背景下，用户买车越来越理性，家庭用户尤其关注"全家舒适""安全可靠""智能不烧 脑"。而这恰恰是N7想打动他们的关键。 东风日产N7 比如，行业首创的AI零压云毯座椅，49个传感器、19个气囊、12个按摩点位，支持"千人千座"的体态自 适应——听起来就像是新势力的味道，但落点是很实用的家庭舒适性。 再比如，N7搭载全域智能防晕车技术，并拿下中汽中心的"舒适 ...

别克高端新能源子品牌"至境" 合资品牌的"反击战"，别克打了第一枪。 新架构具备超强拓展能力，可实现MPV/SUV/轿车3种全车身形式，纯电/插混/增程3种全新能源技术， 以及前驱/后驱/四驱3种全驱动方式研发生产，满足未来全域产品需求。未来12个月，别克将推出6款基 于别克"逍遥"超级融合架构的全新新能源车型。 看起来，别克终于决定不再靠燃油车续命，而是要在智电化转型这场淘汰赛中主动加速。但问题是：这 个"至境"，到底能不能真正走进用户心里？ 可以看出，"至境"是别克在电动化转型上的关键一搏。它并不是传统车型的电动版本，而是一个定位清 晰、技术成型、架构全新的子品牌。 从品牌命名、发布节奏，再到概念车与首款量产MPV"世家"的联袂亮相，别克的野心昭然若揭——不 是抢新能源的份额，而是定义高端新能源车的合资标杆。 这在当下合资车企"电动化掉队"的背景下，显得尤为罕见。 别克"逍遥"超级融合架构 而别克之所以敢率先出手，很大程度上得益于它本就算是合资品牌中最早"触电"的选手。从Velite家族 试水插混，到奥特能架构落地，再到如今自研"逍遥"平台，可以说，"至境"是这段转型历史的一次技术 整合与品牌重构。 从产 ...

美团的"闪电战"逻辑是从高频打低频，用外卖黏性撬动全品类。 文 | 新质动能，作者｜姚耀，编辑｜小峰 2025年4月15日中午，北京望京的美团总部大楼里，一场品牌升级发布会刚结束，参会者手中的咖啡还 冒着热气。台上，美团核心本地商业CEO王莆中刚宣布即时零售品牌"美团闪购"独立运营，并打出"30 分钟万物到家"的口号；台下，媒体记者的手机却接连震动——几乎同一时间，京东在亦庄总部紧急召 开媒体沟通会，宣布当日外卖订单量突破500万单，并计划本季度新增5万名全职骑手。 这场相隔20公里的隔空交锋，像极了武侠小说里的高手对决：美团剑气凌厉，以"闪购"为刃直插京东腹 地；京东则以"秒送"为盾，硬扛美团的攻势。而两杯未凉的咖啡，恰似这场战役的隐喻——即时零售的 战场，争分夺秒，胜负或许就在一杯咖啡送达的30分钟内见分晓。 01 万亿市场的生死时速 即时零售的战争，始于外卖，却远不止于外卖。 根据商务部《即时零售行业发展报告（2023）》，2018年以来，该市场年均增速超50%，预计到2026年 仍将保持47.1%的高增长。这块蛋糕有多大？美团闪购事业部负责人肖昆曾透露，仅美团闪电仓的规模 就将在2027年突破2000 ...

值得注意的是，京东也在公开信中进一步向外卖骑手示好。这封公开信的名字就叫《致全体外卖骑手兄 弟们的公开信》，里面提到了四条举措： 上周还在对下属表示打"口水仗"无意义的刘强东，这一周第一天上班，就给行业带来了一场更猛烈的口 水仗。 4月21日早间，京东发布公开信，直指有"竞对平台"再次玩起"二选一"游戏，强迫骑手不能接京东平台 的秒送订单，如有违反，会采取封杀措施。业界普遍认为，这里的竞对平台指的是美团。而当晚，美团 也给出了强硬的回应,"美团从未限制骑手在饿了么上接单，未要求骑手不跑闪送、顺丰等其他即时配送 平台，同样更没有任何理由对某平台进行任何限制"。 这里面值得注意的是，京东对于全职骑手抛出的橄榄枝，已经到了"赤裸裸"的地步。中国民营企业管理 劳动密集型行业的大招，就是福利惠及家人。比如有的餐饮企业曾经给员工的父母发钱，来提高员工的 忠诚度。京东则是针对外卖骑手大部分是青壮年男性的实际，面向未来，承诺为其"对象"优先安排工 作。 "对象"一词很有年代特征，"搞对象"的说法现在已经很少用了，年轻人只能在80年代的电视剧里去重温 了。更重要的是，"对象"含义比法律上的配偶更宽泛，似乎将男女恋人关系也纳入其 ...

其中，最为夸张的当属柬埔寨。该国多数光伏企业的反倾销税被认定为117.18%，反补贴税被认定为 534.67%，总税率高达651.85%，相较初裁结果翻倍。而包括Hounen Solar、Solar Long PV Tech在内的4 家企业，因未配合美国"双反"调查，总税率飙升至3521.14%。 其他三个国家中，马来西亚终裁税率相对较低，在14.64%到250.04%之间，包括韩华Q-Cells、晶科能源 等国际龙头的属地公司在内，多数企业面临的总税率低于50%。泰国方面，多数企业终裁税率为 375.19%，但有两家企业的总税率高达972.23%。越南是目前东南亚四国中光伏企业最多，光伏产能规 模最大，对美出口额最高的国家，该国光伏产能面临的终裁税率在120.69%到813.92%之间。 据悉，上述终裁税率需在当地时间5月20日左右，经过美国国际贸易委员会听证会投票后才会最终落听 并进入实施流程。不过，Solar Powe World等机构指出，最终投票结果很可能与商务部公布的终裁税率 保持一致。 美国此轮光伏"双反"风暴，落地在东南亚四国，但真正的打击对象仍是中国光伏产业。 早在2011年，美国、欧洲就开 ...

Core Insights - iFlytek reported strong revenue growth for fiscal year 2024 and Q1 2025, driven by demand in its open platform, smart education, and enterprise AI sectors, despite profit margin pressures from rising R&D costs and impairments [2][3]. Financial Performance - Annual revenue increased by 18.8% year-over-year to 23.34 billion yuan, while net profit attributable to shareholders decreased by 14.8% to 560 million yuan, with earnings per share down 14.3% to 0.24 yuan [3]. - Q4 revenue reached 8.49 billion yuan, reflecting a 36.4% year-over-year increase, indicating strong momentum at year-end [3]. - In Q1 2025, revenue was 4.66 billion yuan, a 27.7% increase from the previous year, with net losses narrowing by 35.7% to 193 million yuan [4]. R&D and Investment - The decline in net profit for 2024 was primarily due to a 740 million yuan increase in R&D spending, totaling 4.58 billion yuan, which is nearly 20% of annual revenue [5]. - The company is focusing on AI infrastructure, with its open platform supporting over 8 million developer teams and more than 2.9 million AI applications [6]. Business Segments - Smart education revenue grew nearly 30% to 7.23 billion yuan, while consumer and open platform business revenue increased by 27.6% to 7.89 billion yuan [7]. - The enterprise AI segment more than doubled, contributing to robust gains in automotive, healthcare, and enterprise AI revenues [7]. Strategic Developments - iFlytek successfully spun off its healthcare unit on the Hong Kong Stock Exchange, with GBC revenue segments growing by 10%, 103%, and 57% respectively in 2024 [8]. - The company upgraded its Spark X1 deep reasoning model, achieving performance parity with leading models and lowering deployment thresholds [9]. Market Position and Future Outlook - Despite challenges, iFlytek has built a self-reliant AI ecosystem and aims to balance domestic and international market strategies [10]. - The company plans to enhance profitability through product strategy, supply chain cost control, and channel expansion, proposing a dividend of 1 yuan per 10 shares [11].

前段时间，美国网红"甲亢哥"在深圳直播时体验了多个国产高科技产品，其中就包括近年来的热点科技 ——飞行汽车，无人驾驶的飞行方式引来直播间的讨论。不仅如此，无人机外卖的展示，也让更多国外 网友见到了中国低空经济的快速发展。 其实，早在15年前，国家就提出了"低空经济"的相关概念。到今天，从监管到产业，多个行业已经和低 空经济产生了紧密的联系，并成为经济增长的新引擎。不仅如此，在政策上，近年来国家也在推动低空 经济的落地。 在运营方面，如何满足这个未来多主体、多任务、高密度、大流量飞行下的这种监管和服务，也是保障 低空飞行的关键，对通信技术提出了更高的要求，一旦通信中断，可能引发飞行事故。 "低空空域管理本质上是计算问题"，林乔木说道，"低空经济需要数字化空天系统和控制平台的支撑， 迫切需要通算、超算、智算一体的算力支撑。高算力、高密度、低功耗、高可靠是低空经济发展的方 向。" 当前，交通出行、物流配送、农业植保、文旅消费、城市管理、公共服务等低空应用场景已在中国多地 落地。据中国民航局此前的预测，到2035年，中国低空经济市场规模有望达到3.5万亿元。 与此同时，对于低空经济的快速发展，有很多人认为可能会取代外 ...