IT之家 9 月 13 日消息，针对造谣抹黑各家车企的"黑公关"一事，小米创办人，董事长兼 CEO 雷军刚刚发文，表示小米法务部今年已取证数百个账号，发起 诉讼数十起，目前正在等待逐一开庭。 IT之家附原文如下： 昨晚央视财经《经济半小时》播出了起底黑公关的内容，小米、小鹏、蔚来、深蓝四家车企接受了采访。造谣抹黑各家车企的手段高度相似，都 有 AI 生成造谣内容、评论区辱骂车主、新车发布前通稿抹黑车企产品等行为，甚至有平台对于相同内容正面负面不同引导的标题会有不同的流 量呈现。 我们法务部今年已取证数百个账号，发起诉讼数十起，正在等待逐一开庭，多起报警的案件也正在办案过程中。 此次六部门联合专项整治行动，打击黑公关、黑水军，要求网络平台企业加强对采用生成式人工智能技术等的网络水军、黑嘴的甄别管控，为中 国汽车发展构建风清气朗的产业环境。 5.4万次观看 25:18 型 ( 3分钟前 来自 微博视频号 昨晚央视财经《经济半小时》播出了起底黑公关的内容,小米、小鹏、蔚来、深蓝 四家车企接受了采访。造谣抹黑各家车企的手段高度相似，都有Al生成造谣内容、 评论区辱骂车主、新车发布前通稿抹黑车企产品等行为，甚至有平台对 ...

Core Viewpoint - The phenomenon of "black public relations" and "black water armies" in the electric vehicle industry is highlighted, emphasizing the need for increased penalties and regulatory measures against such practices [2] Group 1: Industry Insights - The term "black public relations" refers to the use of technology to mass-produce rumors and discredit company brands through online manipulation [2] - Xiaomi's Vice President, Li Xiaoshuang, advocates for stronger penalties against black public relations and black water armies to raise the costs associated with these actions [2] Group 2: Company Actions - Companies are encouraged to focus on improving their products and services to satisfy consumers, fostering a collaborative partnership within the industry [2]

Group 1: Enterprise SSD Market - The revenue of the top five enterprise SSD brands reached over $5.1 billion in Q2 2025, showing a quarter-over-quarter increase of 12.7% [2][3] - Samsung led the market with a revenue of $1,899 million, holding a market share of 34.6%, although it experienced a slight increase of 0.5% compared to the previous quarter [3] - SK Group (SK hynix + Solidigm) saw significant growth with a revenue increase of 47.1%, reaching $1,461.7 million and capturing a market share of 26.7% [3] Group 2: Smartphone Production - Global smartphone production reached 300 million units in Q2 2025, reflecting a quarter-over-quarter increase of approximately 4% and a year-over-year increase of 4.8% [4][5] - Oppo and Transsion brands contributed to the recovery in production after inventory adjustments, indicating a positive trend in the market despite ongoing economic challenges [4] Group 3: Micro LED Technology - The penetration of Micro LED technology in consumer electronics is accelerating, with significant products like the Garmin Fenix 8 Pro smartwatch expected to adopt this technology by 2025 [7] - The Micro LED chip market is projected to grow to $461 million by 2029, driven by the introduction of key products in various sectors [7] Group 4: Electric Vehicle Inverter Market - The global installation of electric vehicle traction inverters reached 7.66 million units in Q2 2025, marking a year-over-year increase of 19% [10] - Battery Electric Vehicles (BEVs) accounted for 52% of the installed inverters, surpassing hybrid vehicles for the second consecutive quarter [10]

位于昌平的小米首座自有数字化智能工厂实现高度自动化，单条产线每6秒就能下线一部高端智能 手机，已入选国家首批卓越级智能工厂。昌平区经济和信息化局局长金鑫介绍，今年上半年，昌平区先 进制造产业收入增速达15%，产业量级持续增加。 本报北京9月12日讯(记者杨学聪、韩秉志)作为北京市先进制造业重要承载地，今年上半年，昌平 区规上先进制造企业实现工业总产值714.8亿元，同比增长11%，占全区工业总产值九成。昌平区从数 字转型、头部培育、延链补链等方面推动制造业实现动能转换，着力打造首都先进制造业高地。 "过去5年，昌平区地区生产总值年均增长6.2%，总量突破1800亿元。"北京市昌平区委书记、未来 科学城党工委书记甘靖中表示，在北京市优化产业布局、加快建设现代化产业体系的背景下，昌平紧扣 先进制造主线，坚持制造业与科技创新深度融合，制造业比重不断提高。 制造业不只要"搬进来"，更要"留下来"。针对高端制造企业用能、用地、用工等核心诉求，昌平区 出台"专精特新"支持政策包，提供定制化服务保障，营造"服务有温度、办事有速度"的发展环境。 走进位于昌平区的国际医疗器械城(东区)，北京爱康宜诚医疗器材有限公司展厅内，陈列 ...

中国AI眼镜行业丨研究报告 而站在今天的视角，我们不禁要问：下一个"iPhone时刻"何时出现？ AI眼镜不仅是科技的产物，更可能成为一种新的生活方式，一种无形中打破人与世界之间的界限的媒介。无论是增强现实带来的全新体验，还是人工智能所赋予的智 慧，它们都在这副眼镜里找到了完美的容身之地。 我们可以想象，在不远的将来，它将不再只是一个工具，而是融入我们生活的伙伴，成为我们与世界、与他人、与自我之间沟通的桥梁。 但这一切，还距离我们究竟有多远？是几年的努力，还是更长时间的沉淀？也许今天的技术还在试探，设计还在蜕变，市场还在观察。 但AI眼镜，或许正悄然走在这条路上，等待着那个"iPhone时刻"的到来，等待着未来的一道曙光，帮助我们"看清"整个世界。 AI眼镜定义及分类概览 距离下一个"iPhone时刻"还有多远 "iPhone时刻" 用来描述那些标志性、划时代的时刻——当某个技术产品或创新的出现，彻底改变了某个行业或领域的格局，并且深刻影响了人们的日常生活和社会 结构。 前言： 人工智能赋能传统眼镜产品，功能性及实用性日趋完善 AI 眼镜是一种创新型可穿戴设备，其在传统眼镜产品的基础上增加了人工智能技术，并将 ...

Market Overview - US stock indices showed mixed performance, with the Hang Seng Index ADR down by 0.40%, closing at 26,283.07 points, a decrease of 105.09 points compared to the Hong Kong close [1]. Major Blue-Chip Stocks - Most large-cap stocks experienced declines, with HSBC Holdings closing at HKD 106.823, up 0.49% from the Hong Kong close, while Tencent Holdings closed at HKD 640.316, down 0.49% [2]. Stock Performance Summary - Tencent Holdings (00700) latest price: HKD 643.500, up 2.22%, ADR price: HKD 640.316, down 0.49% [3] - Alibaba Group (09988) latest price: HKD 151.100, up 5.44%, ADR price: HKD 150.801, down 0.20% [3] - HSBC Holdings (00005) latest price: HKD 106.300, up 1.14%, ADR price: HKD 106.823, up 0.49% [3] - Xiaomi Group (01810) latest price: HKD 55.150, up 0.91%, ADR price: HKD 54.804, down 0.63% [3] - AIA Group (01299) latest price: HKD 75.800, up 0.60%, ADR price: HKD 75.507, down 0.39% [3] - NetEase (099999) latest price: HKD 236.400, up 2.78%, ADR price: HKD 237.765, up 0.58% [3] - JD Group (09618) latest price: HKD 131.700, up 1.46%, ADR price: HKD 130.981, up 0.55% [3] - Baidu Group (09888) latest price: HKD 115.100, up 8.08%, ADR price: HKD 111.627, down 3.02% [3]

Core Insights - TrendForce's latest research indicates that global smartphone production is expected to reach 300 million units in Q2 2025, reflecting a quarter-over-quarter and year-over-year growth of approximately 4% and 4.8% respectively, setting a positive tone for sequential growth throughout the year [1] Company Performance - Samsung remains the market leader with a production of approximately 58 million units, experiencing a quarter-over-quarter decline of 5% due to a slowdown in flagship model inventory [1] - Apple ranks second with a production of 46 million units, down 9% quarter-over-quarter, but still showing a year-over-year increase of 4% driven by the iPhone 16e [1] - Xiaomi, including its sub-brands Redmi and POCO, produced 42 million units, securing the third position [1] - Oppo, including OnePlus and realme, saw a significant quarter-over-quarter increase of 35% in production to 37 million units, ranking fourth [1] - Transsion, with brands TECNO, Infinix, and itel, produced 27 million units, reflecting a quarter-over-quarter increase of 33% and a year-over-year increase of 15.7%, placing it fifth [1] - Vivo, including iQOO, produced 26 million units, achieving an 8% quarter-over-quarter increase, ranking sixth [1] Market Trends - Despite ongoing macroeconomic challenges, the traditional peak season in the second half of the year, combined with e-commerce promotions, is expected to support moderate growth in smartphone production [1]

Core Viewpoint - The article discusses the advancements in automation and AI in manufacturing, particularly in Xiaomi's new automotive factory, and highlights the implications for employment and investment opportunities in the industry. Group 1: Automation and Employment - The automation rate in high-end manufacturing has reached an impressive level, with Xiaomi claiming a 91% overall automation rate and 100% automated component connections, resulting in minimal manual labor requirements [2] - The rise of AI is expected to further decrease labor demand in factories, leading to fewer job opportunities in traditional manufacturing roles [2][3] - Despite the decline in manufacturing jobs, sectors like delivery services (e.g., food delivery, ride-hailing) will continue to have significant employment needs due to their complex operational requirements [3] Group 2: Competitive Advantages and Industry Dynamics - Xiaomi's factory exemplifies a "latecomer advantage" in automation, as it can implement fully automated systems without the legacy constraints faced by older manufacturers [3][4] - The article suggests that high-quality equity in companies like Xiaomi may offer better investment value compared to real estate, especially as depreciation of manufacturing assets occurs over time [4] - The marketing strategies employed by internet companies like Xiaomi enhance their competitive edge, as they leverage user-centric approaches in their operations and branding [4][6] Group 3: Broader Market Trends - The article notes that the current market environment is characterized by high concentration, with a small number of stocks dominating trading volumes, leading to increased volatility [16][18] - Recent trends in the bond market indicate a targeted approach by the central bank to manage liquidity through reverse repos, which may influence investment strategies [20][21]

Market Overview - On September 12, the Hang Seng Index rose by 1.16%, closing at 26,388.16 points, with a net inflow of HKD 7.331 billion through the southbound trading channel [2] - The total trading volume for the southbound trading on that day was HKD 157.992 billion, with a net buying amount of HKD 7.331 billion [2] Southbound Trading Details - The Shanghai Stock Exchange's southbound trading had a total transaction amount of HKD 97.259 billion, with a net selling of HKD 1.487 billion; while the Shenzhen Stock Exchange's southbound trading had a transaction amount of HKD 60.733 billion, with a net buying of HKD 8.818 billion [2] - The most actively traded stock in the Shanghai southbound trading was Alibaba-W, with a transaction amount of HKD 87.744 billion and a net buying of HKD 2.076 billion, closing with a price increase of 5.44% [2] - In the Shenzhen southbound trading, Alibaba-W also led with a transaction amount of HKD 63.889 billion and a net buying of HKD 2.304 billion, maintaining the same closing price increase of 5.44% [3] Active Stocks Summary - The top ten actively traded stocks in the southbound trading included Alibaba-W, Meituan-W, and SMIC, with transaction amounts of HKD 87.744 billion, HKD 50.99 billion, and HKD 37.02 billion respectively [2] - Meituan-W had the highest net selling amount of HKD 1.635 billion, closing flat [2] - Other notable stocks included Tencent Holdings and Xiaomi Group, with transaction amounts of HKD 32.17 billion and HKD 23.17 billion respectively, and Tencent saw a net buying of HKD 0.744 billion [3] Additional Stock Performance - The stock performance of various companies showed that 8 out of the top ten stocks had net buying, with Alibaba-W leading at HKD 2.304 billion [3] - The stock of Sanofi had the highest net selling amount of HKD 0.295 billion, while its closing price increased by 1.81% [4]

Core Viewpoint - The electric vehicle (EV) market is shifting focus towards profitability, with major players setting clear targets for achieving positive earnings by the end of 2025, moving away from reliance on subsidies and external investments [1][2][4]. Group 1: Profitability Targets - NIO's founder, Li Bin, stated that the company must achieve quarterly profitability by Q4 2025, relying solely on operational capabilities [1]. - XPeng's founder, He Xiaopeng, also indicated that XPeng aims for profitability by Q4 2025 [2]. - Xiaomi's founder, Lei Jun, mentioned that losses in Xiaomi's automotive business are narrowing, with expectations to achieve profitability between Q3 and Q4 of this year [3]. Group 2: Current Financial Performance - Li Auto achieved a net profit of 1.1 billion yuan in Q2, while Leap Motor reported a net profit of 160 million yuan [6]. - Li Auto's revenue for Q2 was 30.2 billion yuan, a year-on-year decrease of 4.5%, with R&D and marketing expenses also declining [9]. - Leap Motor is in an expansion phase, with significant increases in marketing and R&D expenses, yet still maintaining profitability [8]. Group 3: Strategies for Profitability - Xiaomi is focusing on increasing revenue while also investing more, with automotive revenue reaching 20.6 billion yuan, more than double the previous year's figure [16]. - XPeng's revenue grew by 125.3% year-on-year, with a focus on smart technology investments while maintaining efficient R&D spending [21]. - NIO is implementing cost-cutting measures, with a significant reduction in sales and management expenses, aiming to narrow losses to 4.9 billion yuan in Q2 [25]. Group 4: Market Positioning and Challenges - Li Auto is facing challenges with declining sales and revenue, with a projected Q3 sales guidance of only 90,000 to 95,000 units, down from 111,000 in Q2 [11]. - NIO's strategy involves maintaining a pure electric model while facing challenges in scaling its battery swap stations, which require a significant vehicle ownership base to become profitable [40]. - Leap Motor and XPeng are working to diversify their brand identities beyond just "cost-performance" to enhance their market positioning [32]. Group 5: Future Outlook - The EV market is entering a mature phase, with companies focusing on transitioning to profitable operations while navigating technological advancements such as L3 autonomous driving [48]. - The success of new product launches will be critical, as failures could significantly impact a company's market position and viability [48].