02/17 丙午年正月 初 Happy Chinese New Year r HORSE正在發生 福 運 馬 上 報 道 DENNE t 关注创业邦公众号 关注容兽分析 ...

1.【中国首套重型燃机柔性励磁系统投运】据中国国家电网浙江省电力有限公司14日消息，中国首套 重型燃机柔性励磁系统于13日在浙江杭州华电半山电厂2号9F级机组中成功投运。这是中国首次在大 型主力电源中应用柔性励磁技术，以提升电网稳定运行能力。该系统可在用电高峰时段新增20万千瓦 的供电能力，能够在以往的基础上多满足约3万户家庭在极端峰值下的用电需求。（中国新闻网） 2.【四川电网两项500千伏工程春节前顺利投运】记者14日从国网四川省电力公司获悉，道孚—新都 桥、广元火电两项500千伏重点工程于春节前顺利投运，进一步优化四川电网主网架结构，提升清洁 能源消纳水平和电网供电可靠性，既为马年春节保供电守住坚实防线，也为"十五五"四川电网建设开 好局、起好步奠定坚实基础。（中国新闻网） 欢迎加入 睿兽分析会员 ，解锁 AI、汽车、智能制造 等相关 行业日报、图谱和报告 等。 3.【海南首条过江电力隧道投运】2月14日，海口220千伏滨江输变电新建工程过江隧道及220千伏 国江甲、乙线启动送电成功，海南首条过江电力隧道正式投运。 据介绍，该隧道是连接江东新区与海 口中心城区的重要电力通道，总投资1.34亿元，全长10 ...

以下文章来源于每日人物 ，作者每人作者 每日人物 . 轻商业，懂生活。 来源丨 每日人物（ID：meirirenwu） 作者丨 宋春光 编辑丨 西打 在黄金圈子里，此前排队抢购的故事大多和老铺黄金有关。我们亲身体验了和贵妇、黄牛一起疯狂排 队，把北京最贵商场SKP挤成菜市场，也见证了普通人持续不断的买金热情，将老铺的业绩和股价推 至更高点。 但2025年以来，更多追赶者盯上了这条金光闪闪的赛道，想站在老铺的肩膀上，讲述更诱人的故 事。 如果老铺黄金是"黄金界的爱马仕"，那么君佩黄金、琳朝、宝兰们都想成为香奈儿。可即便经常与奢 侈品放在一起对比，它们之间又有着本质的区别——爱马仕不会说自己用了多少块鳄鱼皮，但古法金 一定要告诉你用了多少克黄金。 "老铺学徒"，杀进北京 封锁线拉起来了，队伍戛然而止。 此时距离开门营业，刚过去一个多小时。2月7日，一个周六早上的11点半，君佩黄金位于北京国贸 商城的门店，开始限制客流。一位戴着耳麦、身穿深棕色大衣的柜姐，一边对不能进店的顾客表示歉 意，一边悉心回复她们提出的问题。 于丽来晚了，被来得更早的客人拦在门外。原本她想着这个新品牌刚来北京，应该没那么火，毕竟同 样是卖古法 ...

来源丨 新智元（ID：AI_era） 编辑丨倾倾 在ASI的降临前夜，曾经被奉为金饭碗的硬技能—— 高 并发 编程、复杂合规审计、精算建模 此刻正 在被暴力清零。 在这场技术海啸的中心，Daniela Amodei的一句话，给焦虑的理科精英们补了一刀： 当AI掌握了所有的STEM技能，人与人之间的同理心、沟通力和批判性思维，将成为市面上最稀缺、 也最昂贵的非卖品。 这就是2026年最魔幻的职业景观：理科精英在算力面前身份坍塌， 因读诗而被嘲讽多年的文科生， 在硅谷王者归来。 2026代码大屠杀：一夜蒸发3000亿 2026年2月5日，全球程序员不仅失眠，而且失业。因为他们引以为傲的「逻辑」， 正在被按吨甩 卖，价格比白菜还低。 引发这一切的，是Anthropic发布的Claude Cowork插件集。 | ← Plugins | ■ | Sales | | | | | --- | --- | --- | --- | --- | --- | | Local Plugins ① | + | Added by | | | Last updated | | Sales | ← Plugins | 0 | Comman ...

Core Viewpoint - The 2026 Spring Festival travel rush is expected to see a record 9.5 billion people moving across regions, with 299 million daily cross-regional movements during the holiday, highlighting the significant role of new energy vehicles (NEVs) in this surge [5][6]. Charging Dilemma - The rapid increase in NEV usage, with a total of 43.97 million vehicles by December 2025, has exposed shortcomings in charging infrastructure, leading to long queues at charging stations and "charging panic" among users [5][7][8]. - Despite having the world's largest electric vehicle charging network with over 20.09 million charging facilities, the supply is insufficient to meet the concentrated demand during peak travel times, particularly in low-temperature conditions that affect battery performance [7][10][11]. Solutions to Charging Issues - To address the charging dilemma, the industry needs to enhance the layout of charging stations along major highways, focusing on high-power fast charging stations to improve supply capacity [13][15]. - There is a need to eliminate charging blind spots in rural and remote areas, with plans to add at least 14,000 direct current charging guns in towns lacking public charging stations by the end of 2027 [16]. - The development of advanced battery technologies, such as solid-state and sodium batteries, is essential to improve performance in low temperatures and enhance charging efficiency [17]. - A multi-faceted energy supplement system, including battery swapping and mobile charging, is crucial to meet the concentrated energy needs during peak travel periods [17]. Industry Collaboration - Major industry players like CATL, NIO, and BYD are actively investing in charging infrastructure, with CATL planning to establish over 3,000 battery swap stations by 2026 and NIO aiming for 4,600 stations by the end of the same year [19][20][21]. - The collaboration among battery manufacturers and vehicle companies is vital for optimizing the energy supplement system and addressing the challenges faced during the Spring Festival travel rush [21].

Group 1 - Moore Threads has successfully achieved Day-0 rapid adaptation of the MiniMax M2.5 model on its flagship AI training and inference GPU, the MTT S5000 [2] - Elon Musk predicts that by the end of 2026, AI will bypass traditional programming and directly generate binary programs, claiming that AI-generated binaries will outperform any compiler-generated results [2] - Spotify's CEO stated that some of the company's top developers have not written any code this year, as all code has been generated by AI, indicating a significant shift in the development process [2] Group 2 - Elon Musk announced that the Grok 4.20 version will be officially released next week, featuring significant improvements compared to version 4.1 [2]

Group 1 - DJI's former sales vice president Yuan has been criminally detained for suspected bribery, with allegations of obtaining significant illicit benefits during his tenure from May 2019 to May 2024 [3] - Recent reports indicate a slight price drop in memory products in the domestic market, although the decline is limited, and some flash memory varieties are experiencing a rebound [4] - Tesla has officially discontinued the one-time purchase option for its Full Self-Driving (FSD) feature, transitioning to a subscription model starting February 15 [4] - Tea brand Chayan Yuese plans to open its first store in South China in Shenzhen by the end of April 2026, emphasizing a direct sales model without franchising [4] - Douyin's VP highlighted the platform's focus on enhancing anti-infringement strategies for its Seedance 2.0 feature, which requires real-person verification for digital avatar creation [4] Group 2 - Elon Musk stated that SpaceX's shift in focus to the Moon will not significantly delay Mars mission timelines, potentially accelerating them instead [9] - Spotify's CEO revealed that top developers have not written any code since December, relying entirely on AI for code generation, indicating a significant shift in development practices [10] - Feiyu Technology has completed its first round of financing, planning to establish production bases in key regions including the Yangtze River Delta and Pearl River Delta [10] - Yanwei Semiconductor has raised nearly 700 million yuan in Series A funding, with plans to use the capital for product iteration and capacity expansion [10] - Robo Space announced the completion of several tens of millions in angel round financing, backed by strategic investors [10] Group 3 - The new Dongfeng Yipai 008 test vehicle has been spotted, expected to feature an upgraded 800V platform and urban intelligent driving capabilities [11] - AMD is set to launch the next-generation Xbox with a custom chip design by late 2027, based on the RDNA 5 architecture [13] - The Chinese automotive market showed strong growth in January, with a notable increase in manufacturer sales, particularly in the electric vehicle sector [13] - The 2026 Spring Festival box office has surpassed 400 million yuan, with "Flying Life 3," "Silent Insect," and "Bounty Hunter: Wind Rises in the Desert" leading the ticket sales [15]

Core Insights - The article highlights the significant increase in outbound travel during the Spring Festival, with predictions indicating an average of over 2.05 million travelers per day at national ports by 2026, marking a 14.1% increase from 2025 [6] - The changing nature of the Spring Festival is emphasized, as younger generations are redefining how they celebrate, moving away from traditional customs to more personalized experiences [6][9] Travel Trends - Outbound travel bookings for the Spring Festival have surged, with Ctrip reporting an 18% year-on-year increase in customized outbound travel bookings as of January 12 [6] - The extended holiday period of 9 days, combined with additional leave, has led to a rise in long-haul outbound travel, with 25% of users opting for trips lasting 9 to 12 days [10] - Popular destinations for outbound travel include Southeast Asia, with cities like Singapore, Kuala Lumpur, and Bangkok leading the way due to their proximity and favorable travel conditions [14] Cost Considerations - Travelers are increasingly viewing outbound travel as a cost-effective alternative to domestic options, with many finding that prices for international travel do not spike during the Spring Festival as they do domestically [12][16] - The overall "sense of gain" from traveling abroad is becoming more important than the absolute costs, as travelers compare experiences rather than just expenditures [16][17] Consumer Behavior - There is a notable shift in consumer behavior, with travelers becoming more discerning and opting for flexible travel arrangements, such as combining free travel with guided tours [20] - The demand for personalized travel experiences is rising, with travelers seeking to avoid the burdens of traditional family obligations during the holiday [17][21] Industry Impact - The surge in outbound travel has positively impacted various sectors, including OTA platforms and airlines, with significant increases in bookings reported [19] - The introduction of visa-free policies has further stimulated interest in destinations like Turkey and Russia, leading to a doubling of inquiries and bookings [19]

1.【特斯拉美国停止一次性购买FSD选项】根据此前马斯克的公开信息，2月14日后，特斯拉将在美 国正式停止一次性购买FSD（完全自动驾驶）功能的选项，转而采用订阅模式。这意味着目前8000 美元的预付购买选项（可在下单时或提车后选择）将永久取消。未来，FSD将仅可通过订阅方式使 用，每月费用为99美元，或每年费用为999美元。在澳大利亚和新西兰，特斯拉宣布将于2026年3月 31日起停止提供FSD的一次性购买服务。对中国车主来说，特斯拉提供两种驾驶辅助服务，未和美国 FSD政策保持一致，目前服务包仍然为32000元的增强辅助驾驶以及64000元的智能辅助驾驶，仍然 可以进行一次性买断，但相关FSD服务在中国使用有限，更像是期货产品。（新浪财经） 2.【崔东树：乘用车1月厂家销量增速相对较好，新能源车走势较平稳】崔东树发文称，在国家促销 费政策推动下汽车市场保持强势增长，2025年全国汽车市场总体走势较强，卡车市场和客车市场回 暖明显。对比2025年政策力度，今年政策收缩明显，导致今年1月乘用车零售环比下降，但因出口增 量，1月厂家销量增速相对较好。1月新能源车走势较平稳，主要是汽车出口市场持续走强，但行业压 ...

Core Viewpoint - The article discusses the evolution of Chinese consumer electronics from a phase of following global leaders to a phase of leading and defining new product categories, particularly in the context of AI and emerging technologies [5][14][36]. Group 1: Transition Phases in Chinese Consumer Electronics - The evolution of Chinese consumer electronics can be categorized into three phases: following, catching up, and leading. The "following" phase involved benchmarking against leaders and offering high cost-performance products, while the "catching up" phase focused on single-point innovations and high-end breakthroughs [10][12]. - The leading phase is characterized by a reconstruction of product paradigms and the discovery of new usage scenarios, with the expectation that 2025 will mark the year when China leads in smart cleaning technology [14][19]. Group 2: New Product Categories and Innovations - The article highlights the emergence of two new product categories: Ambient AI terminals and personal AI supercomputing centers. Ambient AI terminals focus on passive interaction and context establishment, while personal AI supercomputing centers emphasize offline intelligence and privacy protection [21][25]. - OpenAI's upcoming AI hardware is expected to fill specific gaps rather than replace smartphones, aligning with the identified market needs [25]. Group 3: Factors for Successful Category Definition - The ability to define product categories is broken down into five dimensions: trend recognition, scene selection, technology integration, experience closure, and scalability. Chinese companies have made significant progress in these areas, particularly in understanding overseas markets [27][29]. - The article emphasizes the importance of deeply understanding the lifestyles and values of different generations, such as Gen Z and Alpha, to successfully define and market new products [29][32]. Group 4: Historical Context and Future Outlook - The historical context of Chinese companies' evolution in consumer electronics is discussed, noting that past successes were often built on following established leaders. The current environment presents a "definer's dividend," where Chinese companies are positioned to lead in new categories [35][36]. - The article concludes with a call for entrepreneurs to strive for category definition, suggesting that the process of naming and defining new products is collaborative and iterative [42][43].