1月15日，在第18届创业邦年会暨创业邦100未来独角兽大会上，红杉中国合伙人周逵获评为"2025 年度投资人"。该奖项每年仅授予一位投资人，旨在评选当年在投资领域具有突破性成就与行业影响 力的标杆人物。 入行25年，周逵穿越PC互联网、移动互联网、人工智能三个技术周期，在科技、消费和医疗健康三 大领域均取得了傲人业绩。从文思、达达、光环新网，到贝泰妮、新产业、奕瑞科技，再到小马智 行、地平线、摩尔线程等企业，均为他在种子轮 /A 轮阶段投资的典型案例。截至目前，由他主导投 资的 20 余家知名企业已成功登陆全球资本市场。最近两年，他有多个"代表作"进入收获期—— 中信里昂董事长李春波（左）和创业邦创始人兼CEO南立新（右）为周逵颁奖 小马智行创始人、CEO彭军和周逵相识于2015年的硅谷，他用三个词形容周逵：勤奋，两人经常在 半夜十二点电话会议； 接地气 ，观点和做事方式都能脚踏实地；有决断力，决策前想得清楚，决策 后坚决执行。 2019年，地平线主动进行战略调整，全力聚焦汽车领域，却引起外界一片质疑。周逵作为股东，给 了地平线创始人 、 CEO 余凯巨大的心理支持。余凯评价周逵，用少年般的好奇心了解创业者 ...

1.【丰田汽车第三财季净利润1.26万亿日元】丰田汽车2月6日公布第三季度业绩显示，销售净额 13.46万亿日元，同比增加8.6%；净利润1.26万亿日元，同比减少43%。丰田汽车预计全年销售净 额50.00万亿日元，此前预计49.00万亿日元；预计净利润3.57万亿日元，此前预计2.93万亿日元。 （界面新闻） 2.【小鹏GX开启L4级自动驾驶开放测试】记者获悉，即将发布的小鹏首款大六座SUV小鹏GX，将搭 载4颗图灵芯片，本地有效算力3000TOPS，具备L4级自动驾驶能力，目前正在进行技术验证。2月6 日一辆车身贴有 "L4自动驾驶测试"及"注意避让" 标识的小鹏伪装车，在广州开放路段进行测试。 （财联社） 3.【小米汽车将于春节期间提供24小时免费道路救援】2月6日，小米汽车宣布推出春节出行无忧服 务，2月9日-3月3日期间提供24小时免费道路救援，同时提供500元打车券与异地送车服务。如因车 辆自身偶发故障导致途中抛锚，最高可报销1500元高铁/机票费用和500元住宿费用。（界面新闻） 4.【特斯拉陶琳：会积极参与中国市场辅助自动驾驶相关工作】特斯拉副总裁陶琳6日表示，特斯拉 会非常积极的参与中国市 ...

北极光 x 创业邦"致敬成长"新年特辑第一季 这不仅是一场关于创业的交流，更是对成长的真挚致敬。在这个特别时刻，让我们一同迎接新春，感 受成长的力量，携手创勇者迎接更多挑战。 2月9日-11日，由北极光创投和创业邦联合出品的"致敬成长"系列第二季视频即将正式上线 ，两家 优秀创业企业将分享成长历程。他们如何踏上创业道路？如何扛住压力穿越逆境？又有哪些不为人知 的创业故事？ 关注创业邦、北极光创投视频号 预约精彩内容⬇️ 时间会记住那些持续向前的人。 继第一季 「致敬成长」 系列视频之后，北极光创投与创业邦再度携手，推出第二季特别策划。我们 邀请到两家优秀的创业企业走到 台前，分享成长历程，探讨初心、理想、成长、认知、价值等话题。 过程中，投资人既是见证者，也是亲历者与陪伴者，亦将一同分享他们眼中的成长。 精彩视频⬇️ ...

Core Viewpoint - The competition in the unmanned logistics vehicle sector has entered a decisive phase, with companies focusing on scaling and commercial efficiency rather than just storytelling and demonstrations [4][6]. Group 1: Investment and Mergers - New Stone has received strategic investment from Tencent, involving over $600 million in financing from the previous year [2]. - The merger of Cainiao's unmanned vehicle business with Jiushi Intelligent has created the largest unmanned logistics vehicle fleet in China, exceeding 20,000 vehicles [4][16]. - The merger reflects a strategic choice by Alibaba's Cainiao Logistics to collaborate with a winning company in the unmanned logistics vehicle sector [3][14]. Group 2: Industry Development and Trends - The logistics unmanned vehicle industry is transitioning into a new phase focused on scaling operations and commercial efficiency, with technology, operational services, and ecosystem collaboration as key competitive factors [4][12]. - Jiushi Intelligent's fleet is expected to grow rapidly, with plans to deploy 200 vehicles in 2023, 2,000 in 2024, and reach 20,000 by early 2026 [9][20]. - The industry is moving from a "burning money to build scale" model to a "profitable scaling" model, emphasizing operational efficiency and cost reduction [18][22]. Group 3: Business Model and Market Strategy - Jiushi Intelligent's business model allows clients to reduce logistics costs significantly, with monthly costs for unmanned vehicles estimated at 2,000 to 3,000 yuan [19][20]. - The emergence of a new business model where clients rent out excess capacity of unmanned vehicles has transformed them from cost-saving tools to profit-generating assets [25]. - Jiushi Intelligent aims to build a city-level transportation service system, integrating unmanned vehicles with a comprehensive logistics framework [26]. Group 4: International Expansion - Jiushi Intelligent has begun international operations, obtaining the first unmanned vehicle license in Singapore and planning to deploy nearly 100 vehicles in collaboration with local partners [28]. - The company is also exploring opportunities in Europe and the Middle East, adapting its approach to local market conditions and regulations [29]. - The experience of entering overseas markets emphasizes the importance of profitability and value creation for partners [29].

以下文章来源于秦朔朋友圈 ，作者屠波 秦朔朋友圈 . 秦朔朋友圈是由中国著名媒体人、财经观察家秦朔牵头创立的一个新媒体与专业服务品牌，包括微信公 众号、微博、视频节目、音频节目等。内容聚焦于经济、金融和商业领域，关注重点为全球和中国财经 商业热点、企业家精神、创新与发明创造、商业文明探索等。 来源丨秦朔朋友圈（ID： qspyq2015 ） 作者丨 屠波 图源丨Midjourney 作为电网升级的" 心脏部件"，变压器在美国本土产能严重不足，80%依赖进口。而且数据中心的变 压器大多需要定制化，交货周期更是从50周延长至127周。咨询公司伍德麦肯兹警告，美国变压器市 场已到危急关头，在建中的数据中心延期已成定局。 同一时刻，被称为 "世界变压器之都"的常州，这里的数字化车间正热火朝天，与时间赛跑。为海外 电网客户制造的同等级变压器，在定制的硅钢片制成主体上，需要进行严苛的72小时满负荷试验。温 度、振动、局部放电量，所有指标都是绿色，方能放行。 厂区外，是整装待发的重型卡车，它们的目的地是沙特吉达、德国汉堡、印尼雅加达、智利安托法加 斯塔。这些钢铁巨兽将在未来数月内，成为不同大陆电网的新心脏。 全球性的变压器 ...

Core Viewpoint - Tesla's decision to develop Apple CarPlay marks a significant shift in its approach to in-car technology, which has traditionally focused on its own self-developed systems [4][7][32]. Group 1: Tesla's Shift to Apple CarPlay - Tesla has been known for its self-developed in-car systems, but it is now moving towards integrating Apple CarPlay, which has sparked mixed reactions among Tesla owners [7][8]. - The integration of CarPlay is seen as a response to user demand, despite Tesla's historically strong self-developed ecosystem [7][10]. - The decision to adopt CarPlay raises questions about Tesla's commitment to its own technology and whether it is yielding to competitive pressures [8][10]. Group 2: Market Context and Competitor Analysis - Many domestic brands like Haval, Geely, and BYD have abandoned CarPlay, indicating a broader industry trend where self-developed systems are preferred over third-party solutions [11][20]. - The article highlights that CarPlay's value is diminishing in the context of advanced self-developed systems that offer more comprehensive features [20][22]. - Apple has struggled to deliver on its promises regarding CarPlay 2.0 and its subsequent iterations, leading to skepticism among major automakers about its relevance and capabilities [28][30]. Group 3: User Experience and Preferences - Some users still find value in CarPlay for its seamless integration across different vehicles and its superior voice recognition capabilities, particularly for specific language needs [13][17]. - Tesla's implementation of CarPlay will not fully replace its native system, as it will only occupy a portion of the display, ensuring that critical vehicle information remains accessible [17][32]. - The article suggests that Tesla's move to integrate CarPlay is a pragmatic choice to enhance user experience without compromising vehicle safety and data control [32].

2012年，从深圳福田一间100平米的诊所起步。经过13年发展，现在 卓正医疗 已将服务网络拓展至 中国10个核心城市及新加坡、马来西亚。 卓正医疗 主要为有较强支付能力、注重个性化服务的中产家庭，提供全生命周期的线上线 下综合 医 疗服务。按2024年收入计， 卓正医疗 是中国第三大私立中高端综合医疗服务机构。 三位创始人王志远、施翼、朱岩，今年 都是 45岁。携手创业的初衷，是对国内医疗服务痛点的共同 认知。不过，三个人中仅朱岩具备直接的医疗从业背景。创业前，王志远曾任摩根大通副总裁，擅长 金融和投资；施翼曾是 腾讯高级 产品经理，负责在线保险与 医药电 商；朱岩则是北京协和医院的 肾内科主治医师。 上市前， 卓正医疗 共完成5轮融资，累计募资约1.66亿美元（约合12亿元）。 腾讯持有 上 市后 17.96%的股份，是最大机构投资方。H Capital、富德生命人寿、天图投资、中金公司、经纬创 投 分别 持 有上市 股 份的 13.80%、13.19%、6.15%、3.08%、3.08%。 「IPO全观察」 栏目聚焦首次公开募股公司，报道企业家创业经历与成功故事，剖析公司商业模式和 经营业绩，并揭秘VC ...

1.【优必选无人物流车赤兔α在富士康郑州工厂正式下线】2月4日，优必选旗下智慧物流子公司UQI 优奇无人物流车Chitu赤兔α在位于郑州的富士康新能源汽车研发中心完成首批PVT（Production Validation Test）车辆的正式下线。PVT阶段是车辆量产交付能力的关键验证环节，用于验证量产条 件下的制造一致性、过程稳定性与质量可追溯能力。在富士康车规级智造体系下，本次生产覆盖整车 装配、检测与下线交付的完整闭环，为下一阶段Chitu赤兔α量产爬坡与批量交付奠定基础。（IT之 家） 2.【英特尔与香港科技大学共建联合实验室】2月5日消息，香港科技大学与英特尔宣布成立"香港科 技大学-英特尔联合实验室"。该实验室将开展为期三年的研究计划，重点探索高能效近存计算架构， 以应对人工智能应用在性能与能效方面的挑战。通过软硬件协同设计创新，双方旨在为智能设备与可 持续人工智能系统的未来发展提供技术参考。（新浪科技） 3.【特斯拉陶琳：2025年上海超级工厂交付量达特斯拉全球交付量一半以上】特斯拉公司副总裁陶琳 发微博表示，2025 年，上海超级工厂交付量达到了特斯拉全球交付量的一半以上，储能超级工厂的 产能 ...

Group 1 - Alibaba has unified its AI branding under the name "Qwen," which includes both foundational and specialized models to eliminate confusion from multiple previous names [2] - OpenAI's CEO Sam Altman responded to Anthropic's Super Bowl advertisement, criticizing their portrayal of OpenAI's advertising model and promoting OpenAI's commitment to providing free access and developer tools [2] - The International Olympic Committee announced the launch of the first official Olympic model based on Alibaba's Qwen, which will be used at the Milan Winter Olympics to assist national Olympic committee staff with multilingual support [2] Group 2 - Siemens announced the acquisition of French semiconductor measurement software company Canopus AI, which aims to enhance the precision and efficiency of wafer and mask measurement processes using AI technology [2]

Group 1 - Meituan announced the acquisition of Dingdong Maicai for approximately $717 million, aiming to enhance operational efficiency and align with their mission of improving food quality and living standards [3] - Dingdong Maicai's CEO emphasized that the merger will not diminish their core competencies in product quality, service, and supply chain efficiency, but rather enhance their value on a larger platform [3] Group 2 - Faraday Future launched three series of EAI robots, with the Futurist series starting at $34,990, and received 1,211 paid pre-orders by the end of the launch event [7] - Tesla promoted Phil Duan to the position of Director of Autonomous Driving Engineering, coinciding with the launch of their Robotaxi service [9] Group 3 - Alibaba unified its AI model branding under "Qwen" to eliminate confusion from multiple names, with the core brand now being Qwen [11] - Baidu's Wenxin Assistant faced issues with WeChat blocking its red envelope sharing links, leading to a shift to a "password red envelope" format [11] Group 4 - Xiaomi reduced the safety mileage threshold for its assisted driving feature from 1,000 km to 300 km to help users gradually familiarize themselves with the technology [11] - Leap Motor's COO set a target of 1.05 million units for 2026, emphasizing a steady and efficient approach to growth [12] Group 5 - Bosch China denied rumors of layoffs, clarifying that personnel adjustments were limited to specific departments and were normal in the context of industry changes [15] - Tesla's Shanghai Gigafactory is projected to account for over half of Tesla's global deliveries by 2025 [15] Group 6 - TSMC plans to invest $17 billion in its Japan factory to mass-produce 3nm chips, supported by government subsidies [16] - OpenAI's CEO responded to competition from Anthropic, defending their advertising model and emphasizing their commitment to providing affordable AI services [16] Group 7 - North Chip Life successfully listed on the STAR Market, marking it as the first innovative medical device company to pass the new standards [17] - Qian Gu Technology completed a C round financing of 700 million yuan, with participation from multiple investment firms [18] Group 8 - The AI comic market in China is expected to see a significant increase, with over 80,000 related companies registered by 2025, reflecting a 37.1% year-on-year growth [22] - The global automotive market is projected to see China's market share reach 35.6% by 2025, with a notable increase in vehicle sales [22][23]