4. 【中企海外建电池储能工厂热潮再起】当前中国储能出海，在由规模扩张转向价值深耕的关键阶 段，海外建厂热潮再起。埃及公司Kemet与楚能新能源签署了合作协议，双方将共同在埃及建立一座 价值2亿美元的储能电池工厂，年产能为5GWh。阳光电源也宣布与埃及政府签署18亿美元的合作协 议，规划年产能10GWh成为区域产业核心枢纽，预计于2027年4月投产。中创新航已与葡萄牙政府 签署投资协议，双方将推进动力及储能用锂电池制造项目落地。此外，隆基绿能联合精控能源，与美 国NeoVolta共同成立了合资公司NeoVolta Power，并宣布将在美国佐治亚州彭德格拉斯建设电池 储能系统生产基地。 (电池中国 ) 5.【量子计算机"本源悟空"全球访问量突破4000万次】1月27日消息，据安徽省量子计算工程研究中 心最新发布，我国第三代自主超导量子计算机"本源悟空"全球访问量正式突破4000万次，服务网络 覆盖全球163个国家和地区，标志着中国自主量子 算力全球影响力持续提升。截至 目前，"本源悟 空"累计完成超76万个 全球量子计算任务。（ 科创板 日报 ） 更多智能制造产业资讯…… 扫码可订阅产业日报 1.【美光计划斥 ...

Core Viewpoint - The article discusses the evolving competition between Jeff Bezos's Blue Origin and Elon Musk's SpaceX in the satellite internet sector, particularly focusing on Blue Origin's ambitious TeraWave satellite network plan, which aims to deploy 5,408 satellites to provide high-speed data services, potentially surpassing SpaceX's Starlink [6][7][9]. Group 1: Company Strategies - Blue Origin's TeraWave will deploy 5,408 satellites, offering up to 6 Tbps symmetrical data speeds, targeting enterprise, data center, and government clients, while excluding ordinary consumers [6][9][12]. - SpaceX's Starlink currently has over 9,400 satellites in orbit, aiming for a total of 12,000 to 50,000, providing broadband services to over 9 million users with speeds of 100-200 Mbps, potentially increasing to 1 Tbps [9][11]. - The strategic positioning of TeraWave in the high-end market contrasts with Starlink's mass-market approach, reflecting the differing business philosophies of Bezos and Musk [11][12][14]. Group 2: Market Dynamics - The competition between Blue Origin and SpaceX is characterized by a strategic choice to avoid direct confrontation in areas where each company excels, with Blue Origin focusing on high-quality services for enterprises and SpaceX on large-scale consumer access [14][16]. - Amazon's satellite project, Amazon Leo, aims to compete directly with Starlink by providing broadband services to consumers and businesses, further diversifying Bezos's approach in the satellite internet market [16][17]. Group 3: Historical Context - The rivalry between Musk and Bezos dates back to their early ventures in space exploration, with notable tensions arising from competitive bids and public criticisms over the years [18][22][26]. - Their relationship has evolved from direct competition to a more collaborative stance, particularly in light of shared political interests and mutual respect for each other's technological advancements [29][32]. Group 4: Industry Challenges - The satellite internet sector faces significant challenges, including risks of space debris and collision, as well as potential interference with astronomical observations due to the increasing number of satellites [37][38]. - The lack of effective regulatory oversight in the satellite internet industry raises concerns about the sustainability of space operations and the potential for chaotic competition among nations and companies [38].

Group 1 - OpenAI's advertising cost for ChatGPT is approximately $60 per 1,000 views, which is three times higher than Meta's advertising prices. However, the data provided to advertisers is limited compared to Google and Meta [2] - OpenAI anticipates that its advertising revenue will exceed $10 billion by 2027 and aims for $110 billion from non-paying users by 2030 [2] - The domestic AI startup Moonlight Dark Side has launched the Kimi K2.5 model, which integrates multimodal capabilities and has achieved top scores in various agent evaluations [2] - Alibaba Health's AI product "Hydrogen Ion" has introduced a new feature called "Dynamic Evidence Positioning," which allows for precise citation of supporting statements in texts [2] - The open-source project Clawdbot has gained popularity, with its developer claiming it was developed almost entirely using AI, and it can operate locally on Mac mini [3] - DeepSeek has released the DeepSeek-OCR 2 model, which utilizes an innovative method to dynamically rearrange image components based on their meanings [3]

以下文章来源于睿兽Pro ，作者Bestla 睿兽Pro . 创业邦旗下横跨一二级市场的科创数据平台。实时投资数据、追踪产业创新。找数据、做分析、链资 源，就上睿兽分析。 行业定义 可控核聚变（ Controlled nuclear fusion）是指在一定条件下，控制原子核聚变反应的速度和规 模，使其能够安全、持续、平稳地输出能量的过程。其最常见的反应是让氢的同位素氘和氚在极高温 度下聚合生成氦，并释放巨大能量。该技术模拟太阳发光发热的原理，因此被称为"人造太阳"。 可控核聚变是人类能源领域的 "终极梦想"，它通过将轻原子核聚合成较重的原子核来释放巨大能量， 其原理与太阳发光发热的本质相同。与传统的核裂变反应堆相比，可控核聚变在燃料来源、安全性、 放射性废物处理等方面具有显著优势。氘和氚作为主要燃料，可从海水中大量提取，理论上可供人类 料、低活化钢、氚增殖材料等特种材料，以及高精度真空泵、低温制冷系统等辅助设备，直接决定聚 变装置的运行温度、约束时间和能量转换效率。 使用数亿年；反应过程不产生长寿命高放射性核废料，且不具备链式反应失控条件，本质安全性更 高。 来源： T uition P hysics 从发 ...

Group 1: Economic Developments - Shenzhen's Nanshan District has become the first district in China to surpass a GDP of 1 trillion yuan, achieving an average annual growth rate of over 5.8% from 2016 to 2025, with a total economic output of 652.7 billion yuan at the end of the 13th Five-Year Plan [1] - The global electric vehicle market is projected to exceed 12.1 million units sold by 2025, driven by the decreasing costs of batteries and improved charging infrastructure, with a significant contribution from the entry-level market [27] - China's sports industry is expected to surpass 5 trillion yuan in total scale by 2025, with the sports goods market reaching 2.49 trillion yuan, reflecting a surge in domestic sports consumption [27] Group 2: Corporate Actions and Strategies - Anta Sports has agreed to acquire approximately 29% of Puma's shares for 1.5 billion euros, becoming the largest shareholder of the German sports brand [3] - Ideal Auto plans to close a small number of inefficient retail stores this year, clarifying that this is a normal operational adjustment and not indicative of a significant change in business operations [11] - BYD has abandoned its plan to invest 290 million dollars in a lithium project in Chile due to slow government responses and declining lithium prices [11] Group 3: Market Trends and Performance - Tesla's vehicle registrations in Europe dropped by 20% year-on-year in December, with a total annual decline of 27%, while BYD's registrations surged over twofold in the same period [11][13] - Nike plans to lay off 775 employees to enhance profitability and accelerate automation, amid ongoing challenges with sales growth and profit margins [11] - OpenAI's advertising prices for ChatGPT are three times higher than those on Meta platforms, with projected advertising revenue exceeding 10 billion dollars by 2027 [11]

更多汽车出行资讯…… 1.【越南电动车商VinFast将与Autobrains共同开发自动驾驶技术】据1月26日声明，越南电动车商 VinFast与自动驾驶技术公司Autobrains达成合作，共同开发自动驾驶技术。声明称，在驾驶辅助系 统方面，两家公司将专注于提升VinFast即将推出的电动汽车技术水平，并在此基础上进一步增强 VinFast现有的L2级自动驾驶能力。（新浪财经） 2.【特斯拉2025年欧洲销量收官下滑，比亚迪势头强劲】据欧洲汽车制造商协会（ACEA）的数据显 示，12月，特斯拉车型在欧盟、英国、冰岛、列支敦士登、挪威和瑞士的新车注册量（销量的参考指 标）同比大跌20%，降至35280辆。全年来看，特斯拉销量同比萎缩27%，仅为238656辆。与之形 成鲜明对比的是，中国比亚迪上个月的新车注册量同比增长超两倍，达到27678辆；全年注册量则增 至187657辆。尽管比亚迪在欧洲的销量仍低于特斯拉，但上述数据已然体现出这两大电动汽车厂商 的发展态势正走向分化。2025 年，特斯拉全球销量同比下滑9%，第四季度销量同比跌幅更是达到 16%。该公司也将全球最大电动汽车制造商的桂冠拱手让给了中国车企 ...

来源丨 腾讯科技（ID：qqtech） 作者丨博阳 编辑丨徐青阳 图源丨Midjourney 近两年来，关于 AI 经济学最引人注目的论战，实际上是一场关于"速度"的博弈。关于AI泡沫的讨 论，最终都会还原到，「AI 多久会反映到 GDP/生产率上」这个问题上。 诺贝尔经济学奖得主 Daron Acemoglu 在 2024 年抛出了一盆冷水。他通过对当时 AI 能力（主要 是 GPT-3.5 时代）的实证观察，计算出 AI 对未来十年 全要素生产率 （TFP）的增长贡献可能仅 为微不足道的 0.07% 到 1%。他的判断主要立足于 AI 只能自动化很少一部分人类任务，且很难在 短时间内大幅降低成本。 但在Agent全面接管工作流、推理模型层出不穷的当下，Acemoglu基于Chat时代的观察显得有点落 伍了。 在他的论点之外，转折派、奇点飞升派等多个流派对AI、对GDP年增长的影响预测从0.07%到10%， 分布在极其广阔的光谱上。 这些预期差距很大程度上源于他们对AI技术本身发展速度的理解差别。AI发展停滞、 Agentic AI 成功落地，以及能够自我迭代的AI进入研发流程，意味着完全不同的增长轨迹。 ...

红杉中国合伙人周逵说 ， " 在这样一个商业上不是那么肥沃、没有那么多人鼓掌的行业里坚持这么 久，犯过错、踩过坑 ， 但仍然愿意坚持前行，并总有创新，我认为这才是今天创业者的绝大多数。 " 作者丨卷耳 编辑丨吴岩 北京市海淀区东升科技园的办公室里，占据了 一 面墙的电子屏上，跳动着全国各地农产品的实时供需走势，这是一亩田自 研 的农产品B2B天机大数据系 统。 " 我们是一 家 帮农民卖农产品的公司，也是 一家 自己种地的公司，接下来还想成为 一家 帮农民采购 化肥和 生活用品的公司 。"创始人邓锦宏现在这样 介绍一亩田。 2025年圣诞节，是一亩田搬到东升科技园的第十年。10年前的圣诞节，一亩 田刚刚 度过创立以来最大的低谷，完成了一轮关键的融资，搬到了这里。 成立初期的一亩田，伴随着移动互联网的创业热潮，高歌猛进。作为最早的农业互联网创业者，如何在这个 最 传统的行业中发现农民最大的需求，一直是 个不小的挑战，一亩田也经历了业务方向上的探索，有过低谷、有过挫折，但也最终找到了适合的方向，直到2025年8月在纳斯达克上市。 就 像最大 机构股东红杉中国 的 合伙人周逵所说， 不是每个创业者都能一帆风顺，甚至 ...

深网腾讯新闻 . 腾讯新闻出品栏目，关注科技和TMT领域公司、事件和人物中的故事，探究背后的深层逻辑。 以下文章来源于深网腾讯新闻 ，作者饶富英 编辑丨 叶锦言 图源丨Midjourney 2025 年末，希迪智驾在港交所敲响的钟声，为这一年智能驾驶产业的"上市潮" 落下了句点。这已是 年内第 9 家登陆港股的产业链公司，从方案商到芯片商，超百亿港元的融资汇聚成一股资本浪潮。 然而，钟声余韵未散，一个更严峻的考题已转向 2026 年：上市募得的"弹药"，能否助企业穿越商业 化的深水区？当财务报表再无遮蔽，那些巨额的研发投入与难以规模化的盈利现实，将赤裸地置于市 场审视之下。 展望 2026 年，产业的狂欢将沉淀为理性的分化。资本市场的焦点，正从追逐"上市故事"转向拷 问"上市后表现"。 资金必将更苛刻地流向那些已初步证明商业化能力的公司。商业的主旋律，则从"技术演示"切换 至"规模化落地"，在港口、矿山、干线物流等特定场景中，寻找切实的盈利突破口。 随之而来的，将是一场不可避免的行业洗牌，"百家争鸣"的草莽时代临近尾声，"整合与淘汰"的进程 将急剧加速。 上市从来不是终点。 2026 年，一场关于技术、盈利与 ...

Core Viewpoint - Clawdbot is gaining immense popularity as an AI tool that acts as a personal assistant, capable of executing tasks autonomously and communicating through various messaging platforms, marking a significant evolution in AI capabilities [3][4][63]. Group 1: Clawdbot Overview - Clawdbot is described as an AI with the ability to perform tasks directly on personal computers, unlike traditional AIs that only provide suggestions [3][16]. - It operates by receiving commands through messaging apps like WhatsApp and Telegram, executing tasks on the user's computer via a central gateway [21][24]. - The AI is designed to have permanent memory, allowing it to learn user preferences and improve over time [24]. Group 2: Features and Capabilities - Clawdbot can run on personal computers, providing direct access to files and applications [18]. - It can control various applications, including email and scripts, autonomously executing tasks that a human would typically perform [18]. - The AI can self-evolve by developing new skills, writing code, and installing updates independently [18]. Group 3: User Experience and Impact - Users have reported significant efficiency improvements, with Clawdbot completing tasks like organizing files in 10 seconds and summarizing lengthy articles in 5 minutes [26]. - The AI's rapid adoption has led to a surge in GitHub activity, with over 20,700 stars and numerous user-generated issues and pull requests [10]. - Clawdbot has inspired a wave of user experiments, showcasing its versatility and potential to transform workflows [27][28]. Group 4: Market Reaction and Future Implications - The AI has been compared to Claude Code, with some users claiming it could replace traditional coding tasks [41]. - A developer has even established a "zero-employee" company, relying on Clawdbot for operational tasks, highlighting a shift towards AI-driven business models [51]. - The emergence of Clawdbot signifies a potential paradigm shift in productivity, suggesting that future companies may operate with minimal human involvement [63].