更多汽车出行资讯 …… 扫码可订阅产业日报 1.【小鹏汽车与EPMB签署车辆组装协议】12月15日，马来西亚汽车零部件制造商EPMB公告称，全 资子公司与小鹏汽车已于12月12日签署协议，将在马来西亚共同开展特定车辆项目的研发、制造、 生产及组装合作，子公司将为小鹏汽车组装G6车型及X9车型（含X9车型的增程电动汽车版本 ）， G6车型计划于2026年3月31日前投产，X9车型计划于 2026年5月25日前 投产。（新浪财经） 2.【 中国首批L3级自动驾驶车型产品获得准入许可】 工信部正式公布中国首批L3级有条件自动驾驶 车型准入许可，两款分别适配城市拥堵、高速路段的车型将在北京、重庆指定区域开展上路试点，标 志着中国L3级自动驾驶从测试阶段迈入商业化应用的关键一步。 据了解，这次公布的两款车型，来自一南一北两个汽车生产厂家。重庆这家汽车企业生产的纯电动轿 车，可以实现在交通拥 堵环境下高速公路和城市快速路单车道内最高时速50公里的自动驾驶功能， 目前该功能仅限在重庆市有关路段开启。而北京的这家汽车企业生产的这款纯电动轿车，可以实现高 速公路和城市快速路单车道内最高时速80公里的自动驾驶功能，目前该功能仅限 ...

Core Viewpoint - The article discusses the rapid growth and transformation of the Chinese gold jewelry market, particularly focusing on the rise of traditional craftsmanship and cultural significance in gold products, which are increasingly seen as luxury items by younger consumers [5][30]. Group 1: Market Trends - The price of gold has been on a record-breaking rise, leading to a surge in interest in traditional Chinese gold jewelry, which is now considered a luxury item [6][30]. - The consumption of gold jewelry in China has seen a decline, with a reported 32.5% drop in the first three quarters of the year, while traditional gold products have experienced continuous growth since 2019 [24][30]. - The market for traditional gold jewelry is projected to reach 4,214 billion yuan by 2028, indicating a significant shift towards high-value, culturally rich products [24]. Group 2: Company Highlights - Linchao Jewelry, known for its intricate craftsmanship, recently secured a strategic investment of over 100 million yuan, highlighting investor confidence in the brand's potential [6][9]. - Borland, another high-end gold jewelry brand, also completed a Series A financing round exceeding 100 million yuan, indicating a trend of significant capital inflow into the sector [6][14]. - Both Linchao and Borland emphasize traditional craftsmanship, with Linchao's products often taking up to a year to create, reflecting a commitment to quality over mass production [9][10]. Group 3: Consumer Behavior - Younger consumers are increasingly drawn to gold jewelry that reflects individuality and cultural significance, moving away from traditional designs [25][30]. - The overlap between consumers of traditional gold jewelry and luxury brands like Louis Vuitton and Cartier is significant, with a reported 77.3% overlap in consumer demographics [29]. - The demand for traditional gold jewelry is driven by a desire for cultural expression and emotional value rather than mere price competitiveness [30][31]. Group 4: Competitive Landscape - The article identifies a new competitive landscape among traditional gold brands, referred to as the "Four Sisters of Ancient Gold," which includes Linchao, Borland, and others, all of which command high prices for their products [22][30]. - Old Shop Gold, a pioneer in promoting traditional gold concepts, reported a staggering 848-fold increase in sales during a promotional event, showcasing the potential for growth in this niche market [19][30]. - The craftsmanship involved in traditional gold jewelry, such as the intricate flower wire inlays, sets these brands apart and contributes to their high market value [20][30].

Core Viewpoint - SpaceX is planning to go public with a valuation of $1.5 trillion, aiming to raise over $30 billion, primarily driven by the need for capital to fund its ambitious projects and employee compensation [6][12][19]. Group 1: Financial Needs and Valuation - SpaceX's revenue is projected to be $15.5 billion in 2025, but the company faces significant expenses, including a $17 billion acquisition of EchoStar's spectrum licenses and ongoing development costs for its Starship program [13][14]. - The company has a growing workforce, with 13,000 employees as of September 2023, and average salaries ranging from $185,000 to $230,000, leading to an estimated annual payroll of $2.6 billion [16][19]. - The valuation of $1.5 trillion would place SpaceX among the top five companies in the U.S. stock market, surpassing Meta [9][20]. Group 2: Business Segments and Growth Potential - A significant portion of SpaceX's valuation is based on its Starlink service, which has 7.65 million active subscribers and is expected to generate over $9.18 billion in revenue annually [23][24]. - Starlink's business model allows for high profit margins, with net profit margins projected to be between 30% and 40%, compared to traditional telecom companies [24]. - The company is also focusing on its launch services, with plans to conduct 150 launches in 2024 and potentially over 200 in 2025, capturing 90% of the global launch market [35][36]. Group 3: Future Prospects and Risks - SpaceX's future growth is tied to ambitious projects like the Starship, which aims to revolutionize transportation costs and enable new markets, including space tourism and manufacturing in microgravity [41]. - The company is also developing Starshield, a defense-related service for the U.S. military, which could significantly increase its market share in the defense sector [42]. - However, the company's valuation may be heavily influenced by Elon Musk's leadership, and any regulatory challenges or operational setbacks could impact its growth trajectory [50][52].

以下文章来源于差评X.PIN ，作者脖子哥 编辑丨 脖子右拧&面线糊君 图源丨Midjourney 我是真没想到，美国人会如此心心念念老头乐。 前两天川普去了一趟日本，回到美国后就说了一句，要在美国放开对kcar （日本特有的轻型车） 的限制。 差评X.PIN . Debug The World，关注科技、数码、汽车、产经、游戏，传播能改变世界的科技互联网信息。 来源丨差评（ID：chaping321） 作者丨 浩森 本来川普一天一个样大伙都习惯了，但就这一条，引起了美国民众与汽车行业的广泛讨论。 这是博主对川普的切片，不是川普本人发都有近千万播放。 在热度下，川普立马再发了个文字版本的，表示他已经吩咐交通部长去 "排除万难"。 嗯？咱们印象里美国人不是都喜欢大车吗？咋现在来了个180°掉头。 而且kcar是正儿八经的汽车，直接把美国人香迷糊了。 脖子哥查了查资料，原来这东西和我们去年聊过的中国老头乐 "入侵" 美国息息相关。 2023年，咱们的老头乐在美国卖了接近4.5亿美元，当时就已经挺离谱的了。有个油管博主还做了相关视频，播放近千万，热度 拉爆。 到了2024年，这个数字是7亿美元，快翻了一番。咱们的老 ...

Core Viewpoint - Transsion Holdings, known as the "King of Mobile Phones in Africa," is attempting to enter the capital market with an IPO on the Hong Kong Stock Exchange amid declining performance and market share, raising concerns about its business model and future growth potential [6][10][34]. Group 1: Financial Performance - Transsion's revenue for the first half of 2025 was approximately 290.8 billion yuan, a year-on-year decline of 15.9%, while profits dropped by 56.6% to around 12.4 billion yuan [6][10]. - The company's stock price has fallen over 25% in 2025, reflecting market skepticism about its future prospects [9][12]. - The number of institutional investors holding Transsion's shares decreased from 941 to 153 in the third quarter of 2025, indicating a significant sell-off [12]. Group 2: Market Challenges - Transsion's dominance in the African market is being challenged by competitors like Xiaomi and Honor, which have seen significant growth in their market share [8][15]. - The company's smartphone revenue in Africa declined by 18.4%, which is greater than the overall revenue decline, highlighting its reliance on hardware sales [13][20]. - Transsion's market share in Africa dropped from 61.5% in 2024 to 51% in the third quarter of 2025, indicating a loss of competitive edge [13][15]. Group 3: Business Model and Strategy - Transsion has struggled to diversify its revenue streams, with nearly 90% of its income still coming from smartphone sales, while internet services account for only 1.4% of revenue [10][26]. - The company aims to transition from a hardware-centric model to a more diversified ecosystem, similar to Xiaomi, but lacks the necessary integration and user experience to make this shift successful [24][30]. - Transsion's strategy includes exploring IoT and edge AI technologies, which could provide new revenue opportunities, but these initiatives are still in early stages and require significant investment [36][39]. Group 4: Future Outlook - The upcoming IPO is seen as a way for Transsion to secure funding and time to pivot its business model, as it faces increasing competition and declining sales [34][41]. - The company has approximately 25.2 billion yuan in cash, which provides a buffer for its operations, but the need for a new growth strategy is urgent [33][34]. - Transsion's ability to adapt to the unique demands of emerging markets will be crucial for its survival and growth in the coming years [41].

Group 1 - SK Hynix reports that DRAM supply remains tight, with memory demand growth exceeding previous expectations, leading to the construction of new fabs to meet AI-related memory needs [2] - Brandt, a well-known French appliance manufacturer, has been declared bankrupt, with approximately 700 employees facing unemployment, marking a significant blow to French industry [2] - The Guangzhou International Automotive Super Service Center has been launched, covering an area of 68,000 square meters and featuring three major platforms for automotive industry transactions, technology innovation, and cultural aggregation [2] Group 2 - Li Auto has announced its material R&D achievements, investing over 10 million in developing ultra-high-strength stainless steel fuel tank materials, and is now the only domestic automaker with comprehensive self-research capabilities across various material categories [2]

Core Viewpoint - The article discusses the emergence and functionality of "motion sickness mode" in smartphones, particularly focusing on how it aims to alleviate discomfort for users who experience motion sickness while using their devices in vehicles [6][7]. Group 1: Understanding Motion Sickness Mode - Motion sickness occurs due to conflicting signals between the inner ear and the eyes, leading to symptoms like nausea and cold sweats when users focus on a stationary screen while in a moving vehicle [9]. - Apple was the first to introduce this feature with "Vehicle Motion Notification" in iOS 18, which visually represents vehicle movement on the screen to help mitigate dizziness [9][12]. - Other smartphone manufacturers have followed suit, implementing similar features under various names, such as "Motion Sickness Relief Display" by Honor and "Motion Visual Aid" by Vivo, all aiming to provide dynamic visual feedback during vehicle motion [12][18]. Group 2: Technical Implementation - The implementation of motion sickness mode involves three main steps: sensing the vehicle's movement, processing the data to create a motion model, and displaying visual cues on the screen [13][17]. - Different manufacturers have varying approaches to sensitivity and responsiveness in detecting vehicle motion, with some opting for more aggressive detection algorithms [16][24]. - Xiaomi stands out by integrating this feature into both its smartphones and electric vehicles, adjusting driving dynamics to reduce motion sickness [27]. Group 3: Effectiveness and User Experience - The effectiveness of motion sickness mode varies; it can significantly help those with mild motion sickness but may not fully alleviate symptoms for severe cases [31]. - Users are advised to start with moderate settings for visual cues to avoid overwhelming their senses, finding a balance that minimizes discomfort while still providing necessary feedback [31][32]. - The article suggests that for frequent commuters, automatic activation of this mode can enhance user experience by reducing the need for manual adjustments [28]. Group 4: Industry Trends - The introduction of motion sickness mode reflects a broader trend in the smartphone industry, shifting focus from hardware specifications to enhancing user experience by addressing overlooked pain points [34][37]. - As manufacturers continue to innovate in this area, features like motion sickness mode may become critical factors in consumer decision-making when choosing devices and vehicles [37].

Core Insights - Google's search market share rebounded to 90% in Q3, and its advertising business growth accelerated after a period of slowdown, indicating a recovery from the initial impact of AI technologies like ChatGPT [5][10][30] - The rise of AI has not killed traditional search but has expanded the overall market, as evidenced by increased traffic and advertising revenue for both Google and other major players like Baidu and Tencent [9][10][19] Group 1: AI and Search Dynamics - AI has created a new segment of search demand, allowing for more complex queries and longer search phrases, which enhances user engagement and advertising effectiveness [32][39] - Google's integration of AI into its search engine has led to a doubling of average query length, indicating a shift in user behavior towards more detailed inquiries [32][34] - The AI-driven search model has improved click quality, as users spend more time on target websites, thus increasing conversion potential [34][39] Group 2: Competitive Landscape - Google benefits from a robust ecosystem with multiple applications, allowing it to leverage AI across various consumer touchpoints, unlike domestic players who face significant barriers due to app fragmentation [44][46] - Domestic competitors like Baidu and Tencent are struggling to achieve similar levels of integration and user engagement, leading to concerns about their long-term viability in the AI advertising space [46][48] - Despite the challenges, domestic players are also innovating with AI tools, as seen in Tencent's advertising products and Baidu's AI search enhancements, which have shown significant revenue growth [43][46] Group 3: Market Reactions and Financial Performance - Google's Q3 financial results demonstrated that the monetization rate of its AI features is comparable to traditional search, dispelling initial concerns about revenue loss due to AI integration [30][31] - The advertising click-through rates have seen a significant decline, but the overall revenue from AI-driven searches is compensating for this drop, indicating a shift in the advertising landscape [29][30] - The emergence of new advertising tools like AI Max is helping advertisers capture user intent more effectively, leading to increased engagement and revenue opportunities [40][43]

1.【防止AI人才外流，OpenAI调整薪酬政策】OpenAI在刚刚过去的一周告诉员工，该公司将取消一 项薪酬政策，该政策规定如果OpenAI员工在六个月内离职，任何股票都拿不到。但随着AI人才争夺 战愈演愈烈，头部公司决定放宽或取消旨在确保新员工长期留任的种种限制，以提升员工满意度，反 映出AI行业对顶级技术人才的激烈争夺。（新浪科技） 2.【抖音推出"AI时代前沿学科共建计划"，百门名校公开课助推知识普惠】近日，抖音正式宣布启 动"AI时代前沿学科共建计划"，将联合抖音精选集中上线100门名校公开课。该计划旨在让优质教育 资源覆盖更广泛人群，以名校优质课程为大众学习AI时代前沿学科的纽带，进一步打破教育围墙、推 动知识普惠。（中国新闻网） 3.【澳企雇肯尼亚劳工伪装AI聊天机器人，每条消息付0.05美元】据报道，最新披露的证词显 示，"数据工作者调查"（Data Worker's Inquiry）—— 一个旨在赋权零工劳动者记录自身行业状况 的国际研究项目，揭示了人工智能领域中增长最为迅猛的消费细分市场背后令人震惊的细节。 肯尼亚男子迈克尔・杰弗里・亚洲（Michael Geoffrey Asia）在为该 ...

Group 1: Automotive Industry Regulations - The National Market Supervision Administration issued a draft guideline prohibiting car manufacturers from selling vehicles below production costs, except for legally mandated price reductions for unsold inventory [1] - Companies like Great Wall, Changan, Xiaopeng, BAIC, and BYD have expressed support for the guideline, committing to optimize price management and eliminate price fraud [1] - Leap Motor also announced its commitment to adhere to the guideline and maintain fair market practices [6] Group 2: AI and Technology Developments - OpenAI has adjusted its compensation policy to attract and retain top AI talent amid fierce competition in the industry [4] - Ant Group's AI health assistant AQ has launched a new version with a Chinese name "Ant Ai Fu" and introduced a "Health Goals" feature [19] - XREAL and Google unveiled the world's first Android XR smart glasses, set to launch in 2026 [15] Group 3: Market Trends and Performance - Fujian's automotive exports reached 19.48 billion yuan in the first 11 months of the year, marking a 52.3% year-on-year increase [24] - The AI core industry in China is projected to exceed 1 trillion yuan by 2025, with significant growth in smart wearable devices [24] - The average age of the labor force in China has risen to 39.66 years, indicating an aging workforce [21] Group 4: Company-Specific News - Li Auto showcased its material research achievements, claiming to have the most extensive self-developed materials in the industry [8] - NIO has established 500 charging and battery swap stations in Shanghai, significantly increasing service capacity [8] - Volkswagen will cease operations at its Dresden plant, marking the first closure of a domestic production line in its 88-year history [12]