【观网财经丨智能早报 7月10日】 网信公安联合整治 AI 制假信息 7月9日，据网信中国微信公众号，2025年6月，网络谣言主要聚焦社会热点、灾情事故、伪科普等领 域，造谣者通过移花接木、AI 生成、伪科学包装等手段虚构或夸大事实，扰乱正常社会秩序。相关部 门迅速响应，通过权威信息发布、跨部门联动执法等举措依法惩治造谣传谣行为，持续筑牢网络空间清 朗防线。 中央网信办整治 AI 技术滥用，第一阶段累计处置违规小程序、应用程序、智能体等 AI 产品 3500 余 款，清理违法违规信息 96 万余条，处置账号 3700 余个。 两部门联合印发方案 推动建立人工智能风险等级测试评估体系 7月9日，市场监管总局、工业和信息化部联合印发《计量支撑产业新质生产力发展行动方案（2025— 2030年）》。其中就人工智能提出，面向集群智能感知、人工智能传感、人工智能大模型、智能制造等 新型技术，开展人工智能算法计量测试关键技术研究及体系建立、自主无人系统关键性能与系统计量等 研究，建设跨领域的人工智能计量测试平台，提升人工智能算法性能评估、模型与平台安全性测试评 估、新型智能装备测试评价等方面的计量能力水平，推动建立人工智 ...

工信部：开通重点车企践行账期承诺反映窗口 7月9日，工业和信息化部开通"重点车企践行账期承诺线上问题反映窗口"，受理中小企业关于重点车企 践行货款支付周期承诺和落实《保障中小企业款项支付条例》不力等问题。窗口主要受理4类问题：一 是重点车企未践行60天支付期限承诺，在采购合同中约定的付款期限超过60天；二是重点车企设定不合 理的支付期限起算时间、无正当理由拖延出具检验或验收合格证明等方式变相延长支付期限，以及以收 到第三方货款作为支付条件或按照第三方支付比例支付款项；三是重点车企强制或变相强制中小企业接 受商业汇票、应收账款电子凭证等非现金支付方式；四是重点车企落实《保障中小企业款项支付条例》 不力的其他问题。 智通财经汽车："反内卷"，要落在实处。 2024年全国新能源汽车保有量比"十三五"末增长5倍多 7月9日，国家发展改革委副主任周海兵在国新办举行的"高质量完成'十四五'规划"首场新闻发布会上表 示，2024年，全国新能源汽车保有量达到3140万辆，比"十三五"末的492万辆增长5倍多。 智通财经汽车：2024年全国新能源汽车保有量的大幅增长，印证了新能源汽车市场的快速发展，也体现 了 "十四五" 期间 ...

Key Points - Xiaomi's chief designer emphasizes that while functional parameters can be compared, emotional value is irreplaceable in automotive design [4] - Yu Chengdong states that the accident rate for the AITO Wenjie has decreased by nearly 90% compared to the industry average, with expectations for further reductions in the future [6] - BYD introduces a "full coverage" smart parking system where the company assumes responsibility for accidents, eliminating the need for insurance claims [8][9] - The founding team of ShunYao Electronics, a former EDA company, is launching a new AI hardware venture called Meihong Technology [10] - Vipshop's operations director has been detained for corruption, accused of accepting substantial kickbacks from suppliers [11] - ZhiYuan Robotics denies rumors of a reverse merger, clarifying that it has only acquired a listed company [13] - Apple announces a significant personnel change with COO Jeff Williams stepping down, marking a major shift in the company's leadership [29] - NVIDIA becomes the first company in history to reach a market capitalization of $4 trillion [30] Domestic News - Xiaomi's automotive design philosophy focuses on scientific, natural, and intuitive design principles [4] - AITO Wenjie's accident rate has significantly decreased, showcasing advancements in smart driving technology [6] - BYD's smart parking system promises to cover accident liabilities, enhancing consumer confidence [8][9] - The founding team of ShunYao Electronics is pivoting to AI hardware, indicating a trend in the tech industry towards AI solutions [10] - Vipshop's corruption scandal highlights ongoing issues within corporate governance in China [11] - ZhiYuan Robotics' acquisition of a listed company reflects strategic moves in the robotics sector [13] International News - Apple's leadership change with Jeff Williams stepping down could impact future strategic directions [29] - NVIDIA's market cap milestone signifies its dominance in the tech industry and the growing importance of AI [30]

Group 1: Industry Developments - The Ministry of Industry and Information Technology has launched an online feedback window for small and medium-sized enterprises to report issues regarding major automotive companies' payment commitments and the implementation of the "Regulations on Ensuring Payment to Small and Medium-sized Enterprises" [1] - By 2024, the number of new energy vehicles in China is expected to reach 31.4 million, a fivefold increase compared to the end of the 13th Five-Year Plan, which recorded 4.92 million vehicles [1] - NIO has completed the construction of its 1,000th highway battery swap station, connecting major cities across China and alleviating users' concerns about charging on highways [3] Group 2: Company Announcements - BYD has announced a comprehensive safety and loss coverage for users of its "Heavenly Eye" vehicles in smart parking scenarios, allowing users to directly contact BYD for assistance without going through insurance [1] - Li Auto will officially launch its family-oriented six-seat pure electric SUV, the Li Xiang i8, on July 29 [2] - BYD's "Shenzhen" roll-on/roll-off ship has set sail carrying 6,817 electric vehicles to Europe, marking a record for the largest tonnage and vehicle capacity at the ports involved [4] - Avita Technology has signed a deal with the Kasrawy Group to enter the Egyptian market, expanding its presence in Africa [4] - Aiways Automotive has had 1 billion RMB worth of shares frozen for three years, as reported by the National Enterprise Credit Information Publicity System [5] - Volkswagen Group reported a global delivery volume of 2.272 million vehicles in Q2 2025, a year-on-year increase of 1.2%, with a notable decline in North American sales [6]

今日导读 1. 上海市经济信息化委于7月9日发布《上海市促进高成长企业加快发展三年行动方案 （2025—2027年）》。其中提到，支持资源并购整合。支持独角兽企业通过兼并重组优 化产业生态，促进技术进步和自主创新。 2. 近日，中国东方资产管理股份有限公司发布公告称，在召开的第二届董事会第四十五 次会议上，选举梁强为董事长，其任职资格有待监管核准。就在同日，中国东方宣布，原 董事长王占峰因工作变动卸任。 3. 7月9日，比亚迪官微宣布为智能泊车兜底，在全球率先实现媲美L4级的智能泊车，并 承诺：在中国市场，比亚迪对所有天神之眼车辆用户在智能泊车场景下的安全及损失全面 兜底。 宏观消息 1、 国家发展改革委主任郑栅洁7月9日在国新办举行的"高质量完成'十四五'规划"首场新闻发布会上表 示，我国5年经济增量预计将超过35万亿元 ，相当于广东、江苏、山东也就是排名前3经济大省2024年 的总量，超过长三角地区的总量，也超过世界排名第3国家的总量，每年对世界经济增长的贡献率保持在 30%左右。 2、 7月9日在国新办举行的"高质量完成'十四五'规划"首场新闻发布会上表示，前4年我国经济增速平均 达到5.5%。我国这么 ...

5、北方稀土、牧原股份上半年净利预增超10倍。 早 报 精 选 1、 国办：进一步加大稳就业政策支持力度。 2、工信部：开通重点车企践行账期承诺反映窗口。 3、多家硅片企业昨日上调了硅片报价，不同尺寸的硅片价格涨幅在8%—11.7%。 4、欧盟官员称特朗普政府未表现出贸易谈判诚意，已准备好反制。 行 业 新 闻 1、 工业和信息化部9日开通了"重点车企践行账期承诺线上问题反映窗口"。窗口主 要受理的问题包括：重点车企未践行60天支付期限承诺，在采购合同中约定的付款期 限超过60天；重点车企强制或变相强制中小企业接受商业汇票、应收账款电子凭证等 非现金支付方式等。 宏 观 新 闻 1、 国务院办公厅印发《关于进一步加大稳就业政策支持力度的通知》。《通知》明 确，支持企业稳定就业岗位。扩大稳岗扩岗专项贷款支持范围，深化政银合作，优化 业务流程，进一步提升贷款便利程度。《通知》提出，激励企业扩岗吸纳就业。扩大 社会保险补贴范围，对重点行业领域的中小微企业吸纳重点群体就业并按规定为其缴 纳有关费用的，按照个人缴费额的25%给予社会保险补贴。扩大以工代赈政策覆盖范 围和项目实施规模，广泛吸纳重点群体就业。 2、7月9日 ...

Core Insights - The domestic automotive market is experiencing significant changes, with BYD and SAIC leading traditional automakers with over 2 million units sold, while Geely shows a remarkable growth rate of 47% [1][2] - New energy vehicle (NEV) sales are driving growth, with companies like Leap Motor and Xiaomi making notable gains, while NIO and Lantu face sales pressures [1][2][3] - The second half of the year is expected to see intensified competition across various dimensions, including product offerings, technology, cost control, and supply chain resilience [1] Group 1: Traditional Automakers - BYD leads the market with 2.146 million units sold in the first half of 2025, with 470,000 units coming from overseas, marking a 132% year-on-year increase [2] - SAIC follows closely with 2.053 million units sold, achieving a 21.1% year-on-year growth in its domestic brand sales [2] - Geely's total sales reached 1.409 million units, with NEV sales contributing significantly, totaling 725,200 units, a 126% increase year-on-year [2] Group 2: New Energy Vehicle Makers - Leap Motor emerged as a dark horse with a 221.6% year-on-year increase, delivering 221,700 units in the first half of 2025 [1][3] - Xiaomi's SU7 achieved over 150,000 deliveries, with the new YU7 model receiving over 200,000 orders within three minutes of its launch [3] - NIO's sales were only 114,000 units, with Lantu and other brands struggling to meet sales targets, indicating a growing divide in the new energy vehicle sector [3] Group 3: Market Trends and Future Outlook - The automotive market is benefiting from government subsidies, with over 4.12 million applications for vehicle trade-in subsidies, of which over 53% are for NEVs [4] - A total of 138 billion yuan in central funding will be distributed in the second half of the year to support the market [4] - New models are set to launch in July, including vehicles from XPeng, Chery, and others, as companies aim to meet their annual sales targets [4] - The industry forecast for 2025 has been revised upward, predicting retail sales of 24.05 million passenger vehicles, a 5% year-on-year increase [5]

1 、 国家统计局发布数据，中国 6 月 CPI 同比上涨 0.1% ，为连续下降 4 个月后转涨； 核心 CPI 继续回升，同比上涨 0.7% ，创 14 个月新高。 6 月 PPI 环比下降 0.4% ，降幅与上月相同，同比下降 3.6% ，降幅比上月扩大 0.3 个百分点。 3 、美国总统特朗普在社交媒体平台上发布致 8 个国家领导人有关加征关税的信函。 其中，巴西将被征收 50% 的关税，利比亚、伊拉 克、阿尔及利亚和斯里兰卡将被征收 30% 的关税，文莱和摩尔多瓦的税率是 25% ，菲律宾的税率是 20% 。新税率将从 8 月 1 日起生 效。 此前，特朗普已向日本、韩国等 14 个国家发出了首批关税信函，关税税率从 25% 到 40% 不等。他同时预告本周还会有更多此类 信函发出。 4 、 英伟达收高 1.80% ，股价创历史新高，市值盘中一度突破 4 万亿美元关口，成为全球首家市值达到该里程碑的公司， 超过英国、 法国、德国等国家的股票总市值。自今年 4 月的低点以来，英伟达股价已涨近 90% 。美国投行 Wedbush 分析师 Dan Ives 预计，英 伟达市值可能会在未来 18 个月内达到 ...

Group 1 - The People's Bank of China conducted a 7-day reverse repurchase operation amounting to 57.2 billion yuan [3] - The U.S. stock market saw all three major indices close higher, with the Dow Jones up 0.49%, Nasdaq up 0.94%, and S&P 500 up 0.61% [4] - Bitcoin reached a historic high of $112,000, with a current price of $111,181, marking a year-to-date increase of approximately 19% [4] Group 2 - International oil prices experienced a slight decline, with WTI crude oil down 0.06% at $68.29 per barrel and Brent crude down 0.03% at $70.13 per barrel [5] - European stock indices closed higher, with Germany's DAX up 1.42%, France's CAC40 up 1.44%, and the UK's FTSE 100 up 0.15% [6] Group 3 - The State Council issued a notice to enhance employment support policies, focusing on stabilizing employment, enterprises, markets, and expectations to promote high-quality economic development [7] - The State Administration for Market Regulation held a meeting on fair competition, emphasizing the need for fair competition governance and anti-monopoly enforcement [8] Group 4 - The Ministry of Industry and Information Technology opened an online feedback window for key automotive companies to address issues related to payment cycles for small and medium-sized enterprises [9] - The National Health Commission issued a ban on two surgical procedures for treating Alzheimer's disease and type 2 diabetes [10] Group 5 - The Ministry of Culture and Tourism announced a zero-tolerance policy towards forced shopping in the tourism market, launching a year-long special rectification campaign [10] - The State Council appointed new officials, including Yang Weilin as Deputy Minister of Public Security and Wu Zeng as Deputy Minister of Justice [11] Group 6 - Alibaba completed the issuance of zero-coupon convertible bonds totaling 12.023 billion HKD, maturing in 2032 [16] - BYD announced the achievement of L4-level smart parking technology, promising full liability coverage for users in China [18] - Li Auto announced the official release of its family-oriented electric SUV, the Li Xiang i8, on July 29 [20] - NIO announced the completion of its 1,000th highway battery swap station, enhancing its charging network across major cities [22] - China National Petroleum Corporation reported that the Kashagan oil field's cumulative oil production has surpassed 1 billion barrels [24] - A significant board reshuffle occurred at Sinovac Biotech, with SAIF Partners gaining majority control [25] - Zhiyuan Robotics responded to speculation about a reverse merger, stating no significant changes are planned in the next 12 months [27] - Amap launched an AR check-in feature to enhance user interaction and engagement [28] - Chayan Yuesheng announced its entry into the North American market through e-commerce [30] - Linda Yaccarino, CEO of X platform, announced her resignation, raising questions about the company's future direction [32]

□ 本报记者李源李鑫津 通讯员戴家军 盛夏时节，扬州江都高新区重大项目建设现场塔吊林立、机器轰鸣，一派热火朝天的施工景象。作为江 都经济发展的主阵地之一，高新区以"拼抢实"的作风全力推进重大项目建设，博恒新材料、派莱特光学 等一批战略性新兴产业项目取得突破性进展。值得一提的是，在胡润研究院刚刚发布的《2025全球独角 兽榜》上，扬州两家企业入选，来自高新区的纳力新材料首次登榜。 5月9日，江都高新区获省政府批复正式"去筹转正"。一字之变背后，是传统产业"老树新花"、新兴产 业"聚链成群"、未来产业"抢滩布局"的澎湃交响，更是当地"无事不扰、有事必应"营商环境的坚实托 举。江都区委书记朱莉莉表示，"省级高新区不是终点，而是以'高'立标、以'新'破局的新起点。我们要 让每一寸土地都成为创新的土壤，让每一个企业都能在这片沃土上拔节生长。" 扬州博恒新能源材料科技有限公司的车间里，全球首条新能源材料专用超薄增强薄膜生产线近日正式投 产。"这条线打破国外对高端新能源基膜的垄断，产品能让锂电池更轻、更安全。"公司副总经理缪金焕 难掩激动。而就在投产前一周，企业还因设备试产急需《工业产品生产许可证》而焦虑，江都高新区管 委 ...