Core Insights - In 2026, Zhijie is focusing on launching new products, expanding channels, and going overseas while continuing to strengthen its executive team [1] - The company has recently appointed Guo Rui, a veteran from Huawei, as CEO, indicating a strategic move to enhance leadership [1][3] Company Developments - Guo Rui has a diverse background in consumer goods and technology, having worked with companies like Procter & Gamble, COFCO, and Huawei, where he led brand marketing efforts [3] - Zhijie, a smart electric brand co-created by Huawei and Chery, has launched two models, S7 and R7, targeting the 200,000 to 300,000 RMB market segment [5] - The company plans to introduce its third model, V9, an MPV, along with a new large SUV R9 and updated versions of S7 and R7 in 2026 [5] Sales Performance - In 2024, Zhijie sold approximately 58,000 vehicles, with S7 and R7 performing nearly equally [5] - Sales increased to 91,000 vehicles in 2025, although S7 saw a decline of over 60% year-on-year, with R7 becoming the main sales driver [5] Strategic Initiatives - Zhijie aims to open 100-200 exclusive brand stores throughout the year and plans to begin international expansion in the second half of 2026 [5] - The brand has transitioned to an independent operation under Huawei's HarmonyOS, marking a significant shift in its business model [5] Industry Trends - The influx of Huawei talent into the automotive sector is notable, with several executives from Huawei joining new energy vehicle companies [6]

长假期间，机器人大放异彩：2026年春晚，共有四家机器人企业—宇树科技、魔法原子、银河通用、松 延动力登台，其中宇树科技用武术表演吸引了全球关注。 公司方面，据上市公司互动平台表示， 利亚德：子公司虚拟动点是同时具备数据、服务以及算法能力的企业，已成功助力宇树机器人成功演 绎"云冈舞"-北魏力士舞。 华源控股：间接持有宇树科技小比例股权。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 数据显示，春晚开播两小时，京东机器人搜索量环比增长超300%，客服问询量增长460%，订单量增长 150%，新增订单覆盖全国100多座城市，从一线城市到大小县域均有分布。 东方证券认为，此次春晚机器人表演展现了国产机器人在运控、仿生、交互、精细操作、集群控制等关 键能力领域的进步，明显促进人形机器人销售订单增长以及体验中心、租赁、共享等商业模式的发展， 带动人形机器人产业向展览导购、家庭服务、家庭陪伴等场景服务加速落地。 另一方面，随着宇树等机器人本体公司推进上市进程，预计国内机器人产业链将迎来需求增长及投资扩 张共振，机器人本体及零部件公司均将有望受益。 此外，2月23日，智通财经报道，荣耀 ...

"这里的商品都是我精心选品的，特别有深圳和大湾区的味道，过年前很多年轻人都来买点作为手信带 回家。"90后店主陈泽锋一边整理货架一边说。在深圳福田区梅林街道的A Park数字创意园，陈泽锋的 这家"八方来财-招财好物集合店"格外醒目，货架上摆满了潮玩手信、创意文创，吸引了年轻人驻足挑 选。 八方来财-招财好物集合店店主陈泽锋 卓泳/摄 梅林街道总面积只有21.8平方公里，但却是福田区独角兽、瞪羚企业上榜数量最多的街道，独角兽企业 总估值占全市超过29%，还是"中国超级独角兽第一街镇"，在全国区县街镇中位居第一。平均每两平方 公里就分布着一家重量级独角兽或瞪羚企业，这样的企业密度，即便放在全球范围内也十分罕见。 更耐人寻味的是，五年前，这里还是旧厂房遍地、城乡面貌交杂的边缘地带。直到今天，记者在街道中 仍能看到一种"错落感"：高级写字楼和十层高的居民小区错落相间，马路也是小尺度的，新崛起的商 圈、产业园区与居住区紧紧"嵌套"在一起。荣耀、货拉拉、KK集团、宏芯宇等知名企业，连同26家上 市公司、46家总部企业和近300家高新技术企业，就这样"散落"在居民区与商圈之间。 沿着园区往里走，热闹的并不止这一家。售卖趣 ...

记者 查睿 "银汉星稀夜未央，发容虽改鬓添霜……成算在胸筹伟业，功名得遂岁月长。"春节前夕，年近七旬 的李建成给记者发来一首七言律诗《贺新春》拜年，还特意补了一句："这是我刚用千问写的。"这位双 鬓斑白的老人，已是AI的"资深玩家"。 当前，上海越来越多活力老人追求品质生活，AI眼镜、AI手机这些年轻人的潮玩，纷纷成为"先 锋"老人的新宠。"AI+银发经济"的潜力，今年春节刚刚显露。 AI深度融入生活 从职校校长岗位上退下来，李建成心里总有点不踏实，怕跟社会脱了节。他报名上了上海老年大 学，头一堂课就是"使用智能手机"，随着课程逐年升级扩容，这一学就是三年。 他的手机里装了4个AI应用，其中，豆包用得最勤。李建成喜欢历史，常出些历史题考它，看它回 答得靠不靠谱。后来李建成研究起诗词，就告诉豆包词牌名和要求，让它也填一首，看它写得对不对、 好不好。长期"考察"下来，他也摸出门道，AI写的诗词起初总有偏差，但要求越细，质量越高。 在他眼里，DeepSeek知识面广，而豆包能处理图片和视频，是个多面手。"我习惯同时问两个AI， 对比着看，再决定信哪个。" 去年年底，有个外地的老朋友来上海旅游，指明要去上海中心参观， ...

本报告利用定量问卷调研、专家访谈及桌面研究多种研究方法，综合分析了折叠屏手机行业的发展现状、市 场竞争格局、用户行为及需求，预测产品未来趋势。报告指出，全球折叠屏手机市场持续增长，尤其是中国 市场表现突出，技术进步和产业链完善推动了产品形态的多样化。在竞争格局方面，中国成为全球折叠屏手 机的主要增长引擎，市场份额呈现集中趋势，华为以较高的份额持续引领行业。用户对折叠屏手机购买意愿 不断提高，对产品功能和体验有更高要求。展望未来，折叠屏手机产品将实现从小众市场向大众市场过渡， 市场需求持续增长，硬件优化创新和软件协同生态构建和智能交互体验的提升将是关键发展方向。随着消费 者对折叠屏手机认可度提升，购买意愿增强，折叠屏手机消费将逐步实现从"猎奇尝鲜"到"信赖常用"的转 变。 全球智能手机市场已全面进入存量竞争 2014年-2017年期间，智能手机市场仍处于增量发展阶段，全球出货量由12.4亿部增长至14.6亿部的 峰值。自2017年起，市场进入存量竞争阶段，年均出货量下降约2.52%，至2024年全球智能手机出 货量已降至12.2亿部。 折叠屏手机 丨洞察 报告 摘要： 折叠屏手机成为突破市场增长瓶颈的战略方向 ...

2月17日大年初一，春节档重磅电影《惊蛰无声》火热上映，上映首日，该片排片占比突破26%。据灯塔专 业版实时数据，截至2月19日0时30分，影片《惊蛰无声》票房突破4亿。社交平台上"惊蛰无声后劲太 大""在电影里找深圳地标"等话题接连登上热搜。 一部优秀的影视作品，可以成为激活消费的重要引擎。《惊蛰无声》上映后，福田CBD、南山K11大厦等 取景地成为新春打卡热门地，深圳推出四条电影主题旅游线路，串联起城市的科技之美与人文底蕴， 让"银幕风景"转化为"线下流量"。这背后是广东对"电影+文旅"融合逻辑的精准把握，从全省60条"跟着电 影游广东"路线上线，到"看电影、品美食、买广货"的多元消费场景打造，影视IP的引流效应被充分释放， 实现了从"打卡经济"到"消费留量"的转化，让文化体验与消费需求双向奔赴。 消费活力的迸发，离不开政策与市场的双向赋能。广东多部门推出的"电影+"新春大礼包，以八大福利构 建起全链条消费联动体系：购票立减降低观影门槛，景点打卡兑换福利拉动文旅消费，电影市集助力广货 出圈，公益观影彰显民生温度。一系列惠民政策既让观众享受到实实在在的优惠，也为影视、文旅、商贸 产业搭建了融合平台。值得一提 ...

Core Viewpoint - The 2026 Future Industries New Materials Expo (FINE 2026) aims to lead global innovation in new materials, emphasizing their critical role in the transformation of high-tech industries and future economic development [1][2]. Group 1: Event Overview - FINE 2026 will take place from June 10 to June 12, 2026, at the Shanghai New International Expo Center, featuring a total exhibition area of 50,000 square meters and over 300 strategic and cutting-edge technology reports [2][18]. - The expo will focus on popular innovations applicable to various industries, including artificial intelligence, aerospace, smart vehicles, and renewable energy, while addressing five common needs in future industries: advanced semiconductors, advanced batteries, lightweight functionalization, low-carbon sustainability, and thermal management [2][10]. Group 2: Historical Context and Participation - The previous editions of the expo, including the 2025 International Carbon Materials Expo and the 2025 Thermal Management Expo, achieved record attendance with over 35,000 professional visitors from 27 countries and regions, showcasing more than 500 exhibitors [7][36]. - The event is expected to attract over 100,000 professional visitors, including representatives from major companies such as BYD, Huawei, and Xiaomi, as well as over 5,000 industry investors [37][36]. Group 3: Thematic Focus and Special Features - FINE 2026 will feature seven specialized thematic exhibition areas, including advanced semiconductors, AI chips, thermal management, and sustainable materials, aiming to present a comprehensive chain of innovation from components to cutting-edge technologies [13][15]. - The expo will host over 30 forums with more than 300 renowned experts discussing trends in technology, investment strategies, and advanced manufacturing techniques related to new materials [22][24]. Group 4: Strategic Importance - The event is positioned as a critical opportunity for companies to connect with industry funds, government parks, and project resources, facilitating the integration of technological and industrial innovation in the new materials sector [2][10]. - The timing of the expo in June is highlighted as a strategic window for seizing business opportunities in the second half of the year, leveraging Shanghai's advantages as a major international exhibition platform [10].

Core Viewpoint - The explosive growth of the smart hardware industry in 2025 is driven by AI's need for a physical world carrier, moving beyond mere content generation and virtual interactions [4][3]. Group 1: Industry Dynamics - In 2025, major hardware manufacturers are diversifying their product lines, with companies like DJI venturing into vacuum robots and others expanding into various sectors, reflecting a collective confidence and a sense of urgency to capture market share [3][6]. - The industry is characterized by a "do-it-all" mentality, where companies are attempting to integrate their core technologies into any device that can be powered, leading to a proliferation of products across categories [6][7]. - The competitive landscape has intensified, with companies engaging in unconventional marketing tactics and patent wars, as seen in the surge of lawsuits over multi-modal interaction algorithms [12][13]. Group 2: Investment Trends - The venture capital landscape in 2025 is marked by a simplistic investment logic favoring startups founded by alumni of successful companies like DJI and Anker, leading to inflated valuations based on past affiliations [9][10]. - There is a significant influx of capital into the hardware sector, with various types of investment funds actively seeking opportunities, indicating a shift in focus from software to hardware as essential for AI applications [10][9]. Group 3: Market Challenges - The smart hardware market is experiencing a saturation of similar products, particularly in the smart ring and AI glasses segments, resulting in fierce price competition and diminishing profit margins [13][14]. - The phenomenon of "white-labeling" has become prevalent, with many products lacking unique technological advantages, leading to drastic price reductions and reduced consumer retention [14][13]. - Some companies that were once seen as promising have begun to downsize, indicating a potential contraction in the market as competition intensifies [14].

Core Viewpoint - The article highlights the significant advancements in AI technology showcased during the Spring Festival Gala, particularly focusing on the capabilities of the Seedance 2.0 model and its integration with various AI applications in performance and interaction [2][42]. Group 1: AI Technology in Performance - The performance of "Yufeng Song" by Zhang Jie featured a background video created using the Seedance 2.0 model, which successfully interpreted and animated traditional Chinese ink painting styles, a task that many foreign models struggled with [4][5]. - Seedance 2.0 was utilized in multiple performances, including the creative dance show "He Huashen," where it demonstrated micro-control capabilities to create detailed visual effects [7][10]. - The model's ability to follow physical and biomechanical principles allowed for realistic animations of galloping horses, showcasing its advanced command-following and multi-modal material reference capabilities [8][10]. Group 2: Video Quality Enhancement - The collaboration with the Volcano Engine video cloud team enabled the enhancement of video quality to meet the Spring Festival Gala's high standards, utilizing super-resolution algorithms to upscale 720P to 8K and frame interpolation to increase frame rates from 24 to 50 FPS [15][17]. - The integration of 4D Gaussian splashing technology allowed for the creation of immersive visual experiences, where virtual dancers interacted seamlessly with real stage lighting [20][22]. Group 3: AI Interaction and User Engagement - The Spring Festival Gala introduced AI-driven interactive features through the Doubao app, allowing users to generate personalized avatars and greetings, marking a shift from traditional transactional interactions to more complex, computationally intensive engagements [28][30]. - The Ark platform played a crucial role in managing the high traffic during the event, utilizing a federated system to optimize resource allocation and ensure rapid response times for user requests [31][29]. Group 4: Broader Implications and Industry Impact - The article emphasizes the widespread adoption of Doubao's AI models across various industries, including automotive, mobile, and robotics, highlighting its robust partnerships with major companies [40][41]. - The successful implementation of AI technologies during the Spring Festival Gala serves as a demonstration of their practical value and potential for real-world applications, reinforcing the notion that effective AI solutions can deliver tangible benefits [43][44].

Core Viewpoint - A global storage crisis is emerging, driven by a significant shortage of memory chips, particularly DRAM, which is impacting profits across various sectors, including consumer electronics and automotive industries [2][3][4]. Group 1: Causes of the Crisis - The shortage of DRAM is primarily attributed to the increasing demand from artificial intelligence data centers, which require high bandwidth memory (HBM) for processing large datasets [3][6]. - Companies like Alphabet Inc. and OpenAI are purchasing millions of memory chips for AI applications, leading to a competitive squeeze on supply for consumer electronics manufacturers [4][5]. - The price of DRAM has surged dramatically, with some prices increasing by 75% from December to January, reminiscent of hyperinflation [4][23]. Group 2: Impact on Companies - Major semiconductor manufacturers, including SK Hynix, Samsung, and Micron, control over 90% of global memory chip production and are experiencing record valuations due to the demand surge [4][5]. - The shift in production focus from traditional DRAM to HBM has resulted in reduced availability of standard memory chips for consumer electronics, affecting companies like Apple and Tesla [2][5]. - The memory crisis is causing significant disruptions in product release schedules, with companies like Sony considering delays for their next-generation gaming consoles [19][23]. Group 3: Market Predictions - TrendForce predicts that DRAM and NAND flash prices will rise by 90% to 95% and 55% to 60%, respectively, in the first quarter alone [4][6]. - The demand for HBM is expected to grow by 70% year-on-year by 2026, indicating a long-term shift in the memory market dynamics [6][22]. - The supply-demand imbalance is projected to persist throughout the year, with potential declines in smartphone shipments and increased prices for low-end devices [23][19].