" 京东自营外卖「七鲜小厨」上线，机器人炒菜+无堂食模式，外 卖市场要变天？ " 作者丨李墨 编辑丨王川 7 月 21 日，据报道，京东首家自营无堂食门店于近日开业。 雷峰网发现，京东外卖的自营新模式确实已落地北京。这家名为"七鲜小厨"的餐饮门店已试运行 1 周，采 取"外卖 + 自提"结合的无堂食经营形式，该店最早的消费者评论于 7 月 15 日发出，售出 800 份商品。 打开京东 App 搜索"七鲜小厨"，可以发现这家京东自营外卖店带有"即提堂食"的标签，客单价约为 25- 35 元，补贴后价格约为 15-20 元，目前只接入了京东一个平台。小红书等平台上，也有用户自发晒出笔 记称"京东真的越来越全面了"。 值得一提的是，"七鲜小厨"采取的是机器炒制模式，现场可看到多台小型炒菜机在运行。 该大厦相关物业人士表示，或因七鲜小厨使用大量电器厨具，门店营业中曾发生断电，导致炒菜机器人中 断运作。恢复供电后，炒菜机的菜品制作流程需从头开始运行，工作人员需将已做一半的菜品倒掉，重新 投料。种种原因下，京东自营外卖模式仍处于磨合期，尚在跑通流程。 ▲京东推出的自营外卖"七鲜小厨"已在平台运营。 据悉，目前京东外卖的 ...

Key Points - Huang Renxun, CEO of Nvidia, expressed ongoing pressure and a sense of impending crisis, stating he feels the company is always close to bankruptcy and plans to work until he is 80 years old [4] - Neta Auto has been accused of inflating sales figures by over 60,000 vehicles, with reports indicating that they insured cars before selling them, thus counting them as sold [6][7] - JD.com has made significant investments in three robotics companies, emphasizing its focus on embodied intelligence and innovation in supply chain applications [8] - Huang Renxun described Huawei as a competitor but not an enemy, highlighting the importance of maintaining good relationships with competitors in the unique Chinese market [9] - Xiaomi is entering the market space of Li Auto and Huawei with its new SUV model, the Kunlun N3, which is expected to feature a range-extended hybrid system [10] - Meituan is undergoing a strategic transformation, leading to some employees negotiating severance packages due to mismatched job placements [12] - Yushu Technology is preparing for an IPO with a valuation exceeding 12 billion yuan, with investors optimistic about its future market performance [13] - ByteDance is expanding its healthcare footprint with a new AI flagship hospital project in Beijing, set to be completed by the end of 2029 [20] - Perplexity AI has raised $100 million, increasing its valuation to $18 billion, and is positioning itself to compete directly with Google Chrome [25] - Tesla is expanding its Robotaxi service area in Austin, Texas, in competition with Waymo, indicating a growing rivalry in the autonomous taxi market [27][28]

Group 1 - Zeekr denies selling "0 km used cars" to inflate sales, stating that the vehicles are display cars and part of normal business practices [4] - Faraday Future's first MPV, Super One, faces accusations of design plagiarism from Great Wall Motors, leading to the removal of promotional language from its website [6] - The food delivery market is experiencing a shift as platforms continue to offer high-value coupons despite regulatory scrutiny [9][10] Group 2 - ByteDance's data science head, Qin Lu, leaves the company to start a venture in the AIGC field, seeking talent for algorithm and development roles [11] - Manus, after facing operational challenges, has shifted focus to international markets and shared lessons learned from its experiences [12] - NVIDIA's H20 AI chip supply is limited, with no plans to restart production due to U.S. sales bans, impacting its revenue significantly [13] Group 3 - Japan's semiconductor industry announces successful trial production of 2nm wafers, marking a significant technological advancement [31][32] - Meta continues to attract talent from Apple, hiring two AI researchers with substantial compensation packages, indicating a competitive landscape in AI development [30][31] - NIO's legal department responds to malicious rumors, emphasizing the company's commitment to legal action against false information [24]

Core Viewpoint - The article discusses the competitive landscape of the robotic vacuum cleaner market in Russia, highlighting the rapid rise of Chinese brands following the exit of Western brands due to the Russia-Ukraine conflict, and the challenges these brands face as the market matures and competition intensifies [2][8]. Group 1: Market Dynamics - The exit of Western brands has created a significant market vacuum in Russia, which Chinese sellers have quickly filled, with local stores now featuring 90% Chinese-made products [2][8]. - The profit margins in the robotic vacuum market have drastically decreased from 60% to around 20% due to increased competition and the end of the "pure dividend era" [2][9]. - Major players like Xiaomi, Roborock, and Midea have emerged, with Xiaomi leading the market with over 30% share, while other brands like Dreame and Ecovacs struggle to maintain their positions [22]. Group 2: Entry Strategies - Companies entering the Russian market must act quickly, as delays can exponentially increase competition and difficulty [4][10]. - A successful entry strategy involves understanding local market dynamics, leveraging existing supply chains, and adapting products to meet local consumer preferences [10][11]. - The current market is still in a phase where competitive products can succeed without significant upfront investment in marketing or promotions [11]. Group 3: Product Localization - Russian consumers have shown a preference for high-quality, aesthetically pleasing products, indicating a need for localized design and marketing strategies [19]. - There is a significant opportunity for small household appliances in the Russian market, as evidenced by successful local brands that have gained traction [23]. - Products that do not consider local consumer habits, such as size and functionality differences, may struggle to succeed [17]. Group 4: Regulatory and Operational Challenges - The Russian market is characterized by complex regulations and a rapidly changing policy environment, which requires companies to stay informed and adaptable [39]. - Companies must navigate various tax regimes and compliance requirements, with a focus on establishing local entities to optimize tax benefits [31][34]. - The choice of service providers is critical, as companies must evaluate the reliability and reputation of logistics and financial service providers to avoid costly pitfalls [35][37].

Group 1 - Meituan's CEO Wang Puzhong emphasized that the food delivery industry is entering an irrational state, and he urged competitors not to be misled by simple numbers. He stated that Meituan can achieve any order volume with lower costs if they choose to adopt aggressive subsidy strategies [4][5]. - Wang revealed that Meituan estimates Ele.me's cumulative losses exceed 150 billion yuan, comparing Alibaba's recent 50 billion yuan subsidy to a gambler trying to recover losses [5]. - Li Xiang, CEO of Li Auto, announced the abandonment of the Huawei PBC performance management model in favor of the OKR model, aiming to simplify assessments and reduce employee anxiety [7]. Group 2 - ByteDance's Seed visual head Yang Jianchao announced a temporary break, with Zhou Chang taking over his responsibilities. This change is speculated to be due to personal reasons or burnout from high work intensity [8][9]. - Meituan has launched a nationwide pension insurance subsidy for delivery riders, allowing them to choose their payment locations and ensuring automatic qualification for those meeting income criteria [11]. - Li Auto's i8 model has opened for small reservations, with a price range of 350,000 to 400,000 yuan, and the official price will be announced on July 29 [12]. Group 3 - The competition in the six-seat electric SUV market is heating up, with Tesla's Model Y L entering the fray, prompting responses from Li Auto and NIO regarding their upcoming models [13]. - The automotive industry is facing a crisis of homogenization, with SAIC's executive highlighting the need for unique designs to avoid a "copy-paste" phenomenon in vehicle aesthetics [20]. - Xiaomi's upcoming smartphone, the Pura 80, is expected to be priced below 4,000 yuan, which could pose significant pressure on competitors [16][17]. Group 4 - Nvidia has resumed sales of its H20 chip in China, which is a modified version of its high-end H100 chip, following previous export restrictions [23]. - OPPO is collaborating with Hasselblad to develop a new imaging system for its upcoming Find X9 series, expected to launch in Q4 [24]. - WeRide has launched its Robobus in Singapore, marking the first fully unmanned operation of an autonomous vehicle in Southeast Asia [26].

Core Viewpoint - Huawei collaborates with Dongfeng to launch the off-road SUV Mengshi M817, focusing on intelligent features to enhance traditional off-road capabilities [2][4]. Group 1: Product Features - The Mengshi M817 is available in two versions, Pro and Max, with pre-sale prices of 329,900 yuan and 359,900 yuan respectively [2]. - The vehicle dimensions are 5100×1998×1899/1919 mm, with a wheelbase of 3005 mm, providing ample passenger space [2]. - It features a pure electric range of 140 km under CLTC conditions and a comprehensive range of 1300 km, with capabilities to cruise at 104 km/h on sand and 153 km/h on highways [2]. - The Mengshi M817 supports six complex terrain types with customizable terrain adjustment and can achieve a minimum turning radius of 3.5 meters [2]. - It is equipped with a 3 kW high-pressure fan for cooling, supporting continuous output above 300 kW for extreme off-road scenarios [2]. Group 2: Performance and Technology - The vehicle's system has a total power of 505 kW and a torque of 848 N·m, with wheel-side torque exceeding 11,000 N·m, comparable to a traditional 6.0T engine, achieving 0-100 km/h in 5.2 seconds [2][3]. - The Mengshi M817 utilizes a P1+P3+P4 intelligent electric four-wheel drive architecture, supporting 11 different driving modes including pure electric and hybrid [3]. - It integrates Huawei's advanced driving technologies, including the ADS 4 system, which improves response speed by 50% and enhances traffic efficiency by 20% compared to previous versions [3][4]. Group 3: Intelligent Features - The Mengshi M817 supports full-scene intelligent driving, covering urban roads, highways, and parking lots, with navigation to over 500,000 parking spaces [3]. - The vehicle employs a new WEWA architecture for driving safety, enhancing its ability to handle complex scenarios like sudden stops and unexpected obstacles [4]. - It features multi-modal voice interaction and multi-screen collaboration, along with OTA upgrades and driving data recording capabilities [4]. Group 4: Market Positioning - The Mengshi M817 aims to disrupt the dominance of urban SUVs in the market by appealing to both traditional off-road enthusiasts and tech-savvy users [4].

Group 1 - The core viewpoint of the article highlights the competitive performance of a new generation of domestic GPUs, which reportedly achieves 60%-70% of the computational power of NVIDIA's H100, while outperforming it in certain efficiency metrics [1][4][5] - The domestic GPU shows superior computational efficiency in tasks such as image classification (ResNet-50 v1.5) and maintains parity with H100 in object recognition training (Mask R-CNN) [1][4] - The article discusses the shifting dynamics in the computing power market, particularly the decline in project scale for companies like Lianhua Zixing, which has transitioned from large-scale projects to smaller server rental services [7][8] Group 2 - A leading model startup has raised nearly 6 billion yuan in funding over six months, with over 3 billion yuan allocated for computing power procurement [10][13] - The article notes that many local investments in the model company come with conditions requiring funds to be invested in local industry development, particularly in computing power consumption [12] - The collaboration between a domestic chip company and an electronics company has resulted in a large-scale computing cluster, benefiting both parties financially through a dual procurement model [14][15][16][17] Group 3 - The second-hand server market is experiencing growth, with a leading platform reporting 2 billion yuan in revenue from server recovery services [18][19] - The article mentions challenges faced by domestic AI servers in achieving large-scale deployment due to high costs, despite government support for domestic computing power development [20][21] - The article highlights the fluctuating demand for computing power in western provinces, with significant disparities in consumption among different regions [23][24] Group 4 - A chip company has invested 4 billion yuan in building its own computing centers to ensure a closed-loop sales model for its chips [25][26] - A major manufacturer has purchased GB200 systems, which are reported to be equivalent to 30-40 units of H200, indicating a trend towards more efficient computing solutions [27] - A southern manufacturer has acquired 80,000 NVIDIA network cards, suggesting a substantial increase in GPU procurement [28]

Core Viewpoint - Huawei's Hongmeng Intelligent Driving aims to achieve a sales target of 1 million units in 2025, with the launch of multiple new models including the Shangjie H5, which is positioned in the mid-to-low-end electric vehicle market around 200,000 yuan [2][5]. Group 1: Product Launch and Market Strategy - The Shangjie H5 is a key model in Huawei's strategy, designed to attract mass-market consumers and is expected to contribute significantly to the overall sales target [2][5]. - The model will be available in both hybrid and pure electric versions, utilizing batteries developed in collaboration with CATL and SAIC [7][17]. - The competitive landscape is intensifying with the introduction of new models from competitors like Xiaopeng and Lantu, which may overlap with the target market of the Shangjie H5 [3][4][24]. Group 2: Sales and Distribution Challenges - The sales strategy for the Shangjie H5 will rely heavily on establishing independent sales channels, differing from previous models that utilized Huawei's retail network [23]. - The pricing strategy will be crucial, as the model is positioned in a highly competitive segment where other brands have already established a presence [24][25]. - The market for new energy vehicles in the 150,000 to 200,000 yuan range has shown significant growth, with a year-on-year increase of 16.8% in the first half of the year [22]. Group 3: Technical Specifications and Features - The Shangjie H5 features a size of 4780 * 1910 * 1657 mm and a wheelbase of 2840 mm, with two versions of the pure electric model offering different battery configurations [6][11]. - The vehicle's performance includes a top speed of 200 km/h for the high-end version, with power outputs of up to 180 kW [11][12]. - The model aims to provide advanced driving assistance features at a lower cost compared to competitors, which is seen as a potential differentiator in the market [23].

Core Viewpoint - The article discusses the complexities surrounding the reintroduction of NVIDIA's H20 chip in China, highlighting the implications for both compliance and market dynamics amid U.S. export regulations [2][5]. Group 1: H20 Chip Overview - NVIDIA announced the resumption of H20 sales in China, with the chip expected to account for 80% of NVIDIA's revenue in China in 2024, translating to sales of $12-15 billion [2]. - The U.S. government had previously restricted NVIDIA from exporting the H20 chip, leading to a $4.5 billion inventory impairment loss in Q1 FY2026, significantly impacting net profit and gross margin [2]. - H20 is specifically designed for the Chinese market, with no demand overseas, making it critical for NVIDIA to manage its inventory effectively [3]. Group 2: Market Dynamics and Demand - Major Chinese companies, including internet firms and financial institutions, have shown strong demand for H20, even during the ban, indicating a robust market for the chip [4][5]. - The lifting of the ban has created competition between compliant distributors and non-compliant resellers, with the latter facing pressure to offload their inventory [6][7]. - The pricing of H20 is relatively low, with a specific model priced around 1.28 million yuan, which may limit the potential for price increases in the market [6]. Group 3: Future Projections and Competitors - Analysts suggest that the reintroduction of H20 could fill a gap in the market until domestic chip suppliers ramp up production, potentially affecting future market dynamics [7][8]. - Upcoming products like the RTX Pro 6000 and B30 are expected to enter the market, but their performance and pricing may not match that of H20, leading to a competitive landscape [8]. - The article notes that the reintroduction of H20 represents a significant shift in the market, with potential implications for the decision-making of distributors and the overall demand for AI chips in China [8].

Core Viewpoint - The lawn mower market is undergoing significant transformation driven by technological advancements, with a shift from traditional models to smart, boundary-less robotic mowers, indicating a potential disruption in the industry [4][6]. Group 1: Market Dynamics - In 2024, approximately 300,000 boundary-less smart lawn mowers are expected to enter the market, marking a significant shift from traditional wired models [4]. - The global lawn mower market is valued in the hundreds of billions, yet the penetration rate of smart devices remains below 2%, with push and ride-on mowers still dominating [4][6]. - The market is characterized by intense competition among new entrants, traditional players, and supply chain transformations, leading to a turbulent environment [6][7]. Group 2: Emerging Brands - The initial optimism in 2022 saw the emergence of numerous startups targeting the smart lawn mower segment, with the market estimated at $20 billion [8]. - Key players include companies like 河森堡, 长曜创新, and 松灵机器人, which are led by founders with backgrounds in major tech firms and robotics [8][9]. - These startups are exploring diverse technological approaches, such as pure vision systems and laser radar, showcasing the industry's innovative spirit [9][10]. Group 3: Challenges for Startups - Startups face significant hurdles in commercialization, including high funding and resource barriers, and must excel in product differentiation to succeed [12][13]. - Many startups struggle to balance R&D costs with operational expenses, leading to financial difficulties and market exits [14][20]. - The complexity of lawn care across different regions poses additional challenges, as seen in the case of 来牟科技, which had to adapt its product for specific grass types in the U.S. [16][17]. Group 4: Established Players - Traditional brands like 富世华 and 宝时得 have been significantly impacted by the rise of smart mowers, facing price wars and technological challenges [40][41]. - These companies are leveraging their established distribution networks and industry knowledge to adapt to the changing landscape, although they are slower to innovate compared to new entrants [42][44]. - Despite facing competition, traditional brands continue to see stable revenue growth and maintain a leading position in mower shipments [46]. Group 5: Supply Chain Dynamics - Supply chain companies are increasingly entering the lawn mower market, driven by the potential for higher margins compared to their previous ODM roles [48][50]. - Companies like 拓邦股份 and 乐动机器人 are transitioning from OEM to brand ownership, reflecting a broader trend in the industry [50][51]. - These supply chain players face the challenge of competing with their former clients while balancing cost and performance in their new product offerings [53][54].