1.【 中国汽车上半年销量领跑以色列市场】 7月5日消息，以色列汽车进口商协会日前发布的数据显 示，2025年上半年，中国品牌电动车继续在以色列市场热销，中国稳居以色列最大汽车供应国。 数 据显示，2025年上半年，以色列共售出21252辆中国品牌电动车，占同期全国电动车总销量的 81.2%。其中，小鹏汽车的中型SUV G6以3164辆的销量位居第一，成为以色列最畅销电动车。比亚 迪车型ATTO 3和奇瑞汽车的Omoda 5分列销量排行榜第二和第三。 今年上半年，中国品牌电动车 和燃油车在以色列的总销量为45439辆，位列所有出口国之首。（新华社） 2. 【 比亚迪海洋网的首款混合动力旅行车海豹06DM-i正式上市 】7月4日，比亚迪海洋网的首款混 合动力旅行车——海豹06DM-i正式上市。新车官方指导价为10.98万元 ~ 12.98万元，其中纯电续 航里程分别为80公里和150公里。 海豹06DM-i全系标配了天神之眼C智能辅助驾驶方案，通过作为 主传感器的三目摄像头可实现高快领航和自动泊车等功能。（三湘都市报） 精选行业新闻，帮你省时间！ 此外，如果您还想 查公司、找项目、看行业，深入了解人形机器人、商 ...

Core Viewpoint - Xiaomi's recent launch of the YU7 electric vehicle has generated significant market interest, with over 200,000 pre-orders within minutes, marking a notable achievement in the Chinese automotive industry [2][10]. Group 1: Sales and Market Response - The YU7 received over 200,000 pre-orders within 3 minutes and surpassed 289,000 in 1 hour, with total orders reaching 240,000 within 18 hours [2]. - The YU7's market performance significantly outpaced that of the SU7, indicating a shift in consumer interest and demand [2][10]. - Xiaomi's strategy of real-time data reporting on pre-order numbers has enhanced market excitement and consumer confidence, creating a positive feedback loop for order growth [10]. Group 2: Leadership and Crisis Management - Lei Jun's return to live streaming to address concerns about the YU7's pre-order data signifies a shift from reactive crisis management to proactive brand value creation [3]. - The company aims to improve its delivery capabilities and transparency regarding technology to rebuild public trust and manage potential crises effectively [3][5]. Group 3: Product Positioning and Pricing Strategy - The YU7 is priced at 253,500 CNY for the standard version, 279,900 CNY for the Pro version, and 329,900 CNY for the Max version, which is approximately 30,000 CNY higher than the SU7, avoiding internal competition [9]. - The pricing strategy is designed to position the YU7 competitively against the Tesla Model Y, offering superior features at a lower price point [9][10]. - The YU7's launch reflects a strategic focus on high configuration at competitive pricing, aiming to reshape consumer value perception in the market [8][9]. Group 4: User Demographics and Market Insights - The average age of YU7 users is 33, with a notable increase in female users to 30%, and a significant portion of users (52.4%) being Apple device owners [10]. - The company recognizes the need to address delivery pressures due to high order volumes, with estimated delivery times ranging from 39 to 61 weeks [5][10]. Group 5: Future Outlook and International Plans - Xiaomi plans to initiate its international expansion in 2027, focusing on addressing domestic production and delivery challenges first [7].

一场狂欢，正发生在小米汽车的至暗时刻后。 6 月 26 日，小米"人车家全生态发布会"，小米首款 SUV 车型 YU7 上市仅 3 分钟便斩获 20 万订单， 1 小时逼近 29 万大关，锁单率超过 60%. 耐人寻味的是，在不久之前， SU7 高速事故造成的惨剧，以及随后发生的一系列事件，让「小米汽车」 和雷军的声望遭到了巨大打击。 雷军坦言："那是创办小米以来最艰难的一段时间"。 无人看好小米之后的销量。 然而，深陷泥潭的小米，却在之后， 1 小时内收获了 28.9 万张 YU7 的订单，这一成绩令车市为之震 惊。 为什么小米能够在危机之中全身而退？它展现出的商业韧性，究竟源自何处？ 今年 3 月，三名女孩驾驶小米 SU7 在高速公路遭遇不幸事故。 小米随即陷入狂风海啸般的舆论里。公众质疑主要集中在 SU7 的电池安全性能与车门锁死机制上。 信任护城河 风暴中的逆势增长，源自小米十年构建的信任护城河。小米拥有全球数以亿计的月活跃用户。他们用着小 米手机、戴着小米手环、家里摆着小米空气净化器…… 看似微小的日常，早已将 " 可靠 " 二字刻入品牌 基因。 这份信任通过长久琐碎的生活细节逐渐演变成稳定的情感习 ...

Group 1: Core Insights - Both NetEase and Tencent have announced detailed regulations for underage gaming restrictions for the summer of 2025, limiting playtime to 27 hours over the summer and specific hours on weekends [1][5] - Tencent's initiative includes a "temporary game switch" feature and a "parental self-service facial recognition" technology to enhance identity verification [1][5] - These actions reflect the companies' commitment to corporate social responsibility and aim to build a responsible brand image while addressing societal concerns [1][5] Group 2: Strategic Decisions - Meituan plans to invest in the construction of 1,200 "Raccoon Cafes" across the country over the next three years to enhance food safety infrastructure for takeout services [2] - The "Raccoon Cafes" initiative is part of Meituan's broader food safety industry co-construction plan, aiming to improve quality and safety standards for over 10,000 restaurant partners [2] Group 3: Major Releases - Baidu has announced its largest overhaul of the search platform in a decade, introducing an "intelligent box" for enhanced input capabilities and integrating AI tools for writing and image generation [3] - This transformation signifies Baidu's strategic shift from a search engine to an AI interaction platform, reinforcing its market position in Chinese search [3] Group 4: Operational Initiatives - Xiaomi has launched a series of youth apartments in Beijing and Nanjing, with a rental price of approximately 1,999 yuan per month, aimed at addressing housing challenges for young employees [4] - This initiative is designed to enhance talent attraction and reduce commuting times for employees, thereby improving research and development efficiency [4] Group 5: Industry Expansion - CATL has commenced a joint project in Indonesia for nickel resources and battery production, with a total investment of nearly $6 billion, aimed at supporting the production of batteries for 200,000 to 300,000 electric vehicles annually [6] - The project leverages Indonesia's rich nickel reserves, which account for over 22% of global supply, positioning CATL favorably in the renewable energy battery sector [6] Group 6: Personnel Changes - Baidu has appointed He Haijian as the new Chief Financial Officer (CFO), enhancing the company's strategic financial capabilities [7] - He Haijian brings nearly 20 years of experience in multinational financial management, aligning with Baidu's increased investments in the AI sector [7] Group 7: Important Collaborations - JD.com has signed a cooperation agreement with Abu Dhabi Airport Free Zone to develop and operate high-standard logistics infrastructure, marking its first self-built project in the Middle East [9][10] - The project, covering an area of approximately 70,000 square meters, aims to meet local cross-border e-commerce demands and strengthen logistics services in the GCC and broader MENA regions [10]

1.广州工业大区加速抢占机器人赛道 7月3日，广州工业大区黄埔区发布"人工智能+机器人"系列政策，涵盖支持人工智能、具身智能、集成电 路、超高清视频与新型显示产业高质量发展若干政策措施，最高给予1000万元扶持。产业押注背后，是广 州经济转型的迫切需求。由于新旧动能转换问题，广州近年来经济表现并不亮眼，GDP增速持续低于全国 和全省均值。 点评：机器人赛道变革势在必行。 6.董明珠拟提名国家科技进步奖 2.研究：细颗粒物污染与非吸烟者肺癌基因突变增加有关 一个国际团队日前在《自然》杂志上发表的新研究显示，空气中的细颗粒物污染可能增加非吸烟者体内致 癌基因和促癌基因突变风险，增加肺癌患病几率，甚至比吸二手烟对基因造成的影响更显著。这项研究由 美国国家卫生研究院和加州大学圣迭戈分校等机构研究人员共同开展。研究人员共分析了来自全球28个地 区871名非吸烟肺癌患者的肿瘤样本。 3.小米同款纸巾盒被炒至350元 近日，小米YU7配套的Xiaomi Life车载磁吸纸巾盒，售价169元，引发网友热议。雷军在直播中回应磁吸纸 巾盒定价问题，他表示，这个纸巾盒网友反馈有点贵，是因为这个纸巾盒设计的时候，材质、制作工艺比 较 ...

Group 1 - The core viewpoint of the articles highlights the resurgence of several smartphone brands, particularly Apple, driven by national subsidy policies and promotional events like the 618 shopping festival [2][3][8] - Apple's strategic price adjustments in May, just before the 618 sales, significantly boosted its sales, allowing it to reclaim a top position in the Chinese market [3][5] - Despite facing challenges such as innovation stagnation and AI development issues, Apple's competitive edge remains strong when prices are adjusted appropriately [3][7] Group 2 - Huawei is projected to be the fastest-growing brand in China for Q2 2025, benefiting from national subsidies and maintaining a loyal customer base [8][10] - Xiaomi's performance in Q2 was lackluster, failing to enter the top three in sales, attributed to market saturation and insufficient competitive pricing [12][14] - The overall smartphone market in China is expected to see only modest growth, with a forecasted increase of around 2.3% for the year, indicating a slowdown in consumer spending [14][16] Group 3 - The national subsidy program has not generated significant new demand but rather pre-empted existing demand, leading to a decline in the effectiveness of such incentives [14][16] - The smartphone market is experiencing intensified competition, particularly in the mid-range segment, where brands are struggling to differentiate themselves [12][14] - The lack of revolutionary innovations in the smartphone sector is hindering the creation of new demand, posing a challenge for the industry to stimulate growth [16]

1. 投资方：宇树科技或于科创板IPO。 2. 市场消息：美国计划对马来西亚和泰国实施AI芯片限制。 3. 特斯拉下调香港Model 3售价 税后折扣最高达18%。 4. 欧盟将向6个电动汽车电池项目拨款8.52亿欧元。 5. 据华尔街日报：消息人士称，台积电将优先考虑在美投资，以应对芯片关税威胁，将推迟日本第二座 芯片工厂的建设启动时间。 6. 赛力斯法务部账号目前处于禁言状态。 7. 据赛力斯集团副总裁康波微博消息，历时40个月，问界汽车累计交付量达70万辆。 8. 小米汽车：1000万Clips版小米端到端辅助驾驶系统交付在即。 金十数据整理：每日科技要闻速递（7月5日） ...

完整早报音频，请点击标题下方小耳机收听 【实探罗马仕深圳总部：员工照常办公称 "未停工未裁员"，但"精疲力尽"】 7 月 3 日晚，据媒体报 道称，罗马仕内部已经陆续通知员工全面停工停产，当天晚上，罗马仕官方否认倒闭。 7 月 4 日早 上，记者实地探访罗马仕深圳总部。罗马仕租用了写字楼的 15-18 层楼，在现场看到，其写字楼物 业安保较为严密，需要员工刷脸或访客预约码才能进入。目前罗马仕办公区域仍正常开放，也有员工 在办公，午饭时分，有员工下楼取外卖或外出吃饭。一位罗马仕员工强调，公司不存在跑路风险。一 位现场员工透露称，此前罗马仕曾安排全员临时担任客服，以处理大量召回咨询。目前客服工作已转 交外地的团队，"交给了更专业的人，他们比较快，我们太慢了，已经精疲力尽了。"（新浪科技） 【招聘服务员要求 "本科以下勿扰"，费大厨涉事门店回应】 近日有网友发帖称，费大厨辣椒炒肉一 门店招聘服务员，月薪五千到六千元，要求"本科学历以下勿扰"。工作内容为做好餐厅桌椅相关卫生 清洁工作，并在接待顾客时主动热情。针对该招聘要求，有网友认为，这是给"内卷火上浇油"；也有 网友表示，这是"对学历的认可"，可以提高服务行业的整 ...

| 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 国泰君安国际(01788) | 107.14 亿元 | +9152.26 万元 | | 阿里巴巴-W(09988) | 35.71 亿元 | -3.34 亿元 | | 中芯国际(00981) | 31.84 亿元 | +3.72 亿元 | | 小米集团-W(01810) | 30.87 亿元 | -3.70 亿元 | | 美团-W(03690) | 23.79 亿元 | -2.70 亿元 | | 建设银行(00939) | 21.20 亿元 | +1.68 亿元 | | 小鹏汽车-W(09868) | 21.08 亿元 | +9.19 亿元 | | 腾讯控股(00700) | 19.00 亿元 | -1.45 亿元 | | 康方生物(09926) | 16.74 亿元 | -9555.19 万元 | | 多点数智(02586) | 12.49 亿元 | +3015.96 万元 | 深港通（南向）十大活跃成交公司 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 国泰君安国际(017 ...

Group 1 - Geely Auto is entering the Italian market with plans to launch two SUV models in the fourth quarter, including the pure electric EX5 and a plug-in hybrid SUV [1] - Deep Blue Auto has officially entered the European market with the launch of the Deep Blue S07 in Norway, and plans to expand into Germany, the Netherlands, the UK, and other countries [1] - Toyota RAV4 is projected to become the best-selling vehicle globally in 2024, surpassing Tesla Model Y, with RAV4 sales reaching approximately 1.187 million units, an 11% increase year-on-year [1] - Xiaopeng Motors' CEO expressed confidence in achieving profitability in the fourth quarter, stating that the order data for Xiaomi YU7 is exaggerated but the G7 model is performing well [1] - Tesla has reduced the price of Model 3 in Hong Kong, with discounts up to 18%, aiming to increase electric vehicle adoption [1]