Core Viewpoint - Wanma Technology primarily provides vehicle networking connection management and platform operation products/services to various automotive companies, covering a range of autonomous driving scenarios such as Robotaxi, Robovan, and unmanned mining trucks. Currently, the company has not established a partnership with Huawei [1] Group 1 - The company offers products and services that support various autonomous driving business scenarios [1] - The focus is on vehicle networking connection management and platform operation [1] - There is no current collaboration with Huawei [1]

以下文章来源于亿邦动力 ，作者王昱 亿邦动力 . 关注它，获取你想要的一切电商知识和资源。 来源丨亿邦动力 （ID： iebrun ） 作者丨 王昱 图源丨Midjourney 从吉隆坡国际机场驶向市中心，在午后灰蓝色的阴沉天幕下，建筑风格逐渐从低矮的老式骑楼切换到 新开发的现代公寓楼，像是在迅速翻页的城市缩影。 远处，路旁连片的棕榈树、清真寺巨大的伞形折角屋顶，以及夹杂着繁体汉字、马来语和英文的广告 牌，都在被高架公路桥切割出的视野中若隐若现，显露出这片水泥森林中的"南洋特质"。 在湿热的空气中，我们可以直观感受到这片市场的复杂肌理：既现代，又传统；既有令人倍感亲近的 中国元素，也充斥着顿生"人生地不熟"之感的异域场景；既有慢节奏的松弛感，也有行色匆匆的忙碌 与紧张。 一直以来，许多中国企业将东南亚视为品牌出海的第一站，是其在海外擘画"第二增长曲线"的理想起 点。似乎在各路媒体的包装渲染下 ，"下南洋"已 成为一条"稳操胜券"的生意路径。 置身各大中式茶饮品牌装潢华丽的"超级大店"，目睹泡泡玛特门店里人头攒动的盛景，漫步于那些充 斥中国餐饮品牌的美食街，人们很容易产生这样的错觉：中国品牌闯关东南亚，能够居高 ...

昇腾 950 全解 全新自研 HBM20251215 摘要 华为 950 系列芯片将于 2026 年推出，支持中低端精度，分为 950PR（等效 HBM2~2E）和 950DT（等效 HBM3）两个版本，旨在 提升互联带宽和内存容量，增强整体性能。 华为未来的芯片发展方向是提升互联带宽和内存容量，例如 960 将达到 9.6TB/s 的内存带宽，与英伟达 B200 相当，但受限于国内制程技术， 互联带宽的增长速度可能放缓。 华为自研 IO 单元具备较强连接能力，NPU IO 能力达到 72 路 UB（每路 UB 约 30GB/s），CPU 采用类似结构，并有低基数交换机 LIS（72 路 UB）和高维度交换机 HRS（512 路 UB），通过拼接形成更大面积的交 换芯片。 国产芯片在算力方面与英伟达 B 系列存在差距，例如，预计到 2028 年 的 970 才能与 B200 持平，Ruby 系列芯片的制程优势明显，国产芯片 需要进一步提升制程技术才能缩小差距。 如果英伟达 H200 进入国内市场，国产算力芯片在单芯片性能上难以直 接竞争，超级点架构可能是国产芯片与 H200 抗衡的重要手段，这将显 著增加对交 ...

Core Viewpoint - During the "14th Five-Year Plan" period, Changsha is committed to high-quality urban development, emphasizing the "People's City" concept and showcasing its ecological advantages as a "mountain-water city" [2][28]. Economic Development - The city's GDP is projected to grow at an average annual rate of 5.4% from 2021 to 2024, entering the ranks of mega cities [11]. - Changsha has cultivated seven trillion-level industrial clusters and three national-level advanced manufacturing clusters [12]. - The total value of the digital economy has surpassed 500 billion, with the service sector's added value exceeding 900 billion, contributing 51.7% to economic growth [18]. Industrial Structure - The city has established a modern industrial system, with significant advancements in advanced manufacturing and technology innovation, ranking 5th among national advanced manufacturing cities [19]. - The number of high-tech enterprises has increased from over 4,100 to 8,600, with a local transformation rate of over 50% for research results from universities [19]. Urban Infrastructure - Changsha has made significant improvements in urban infrastructure, including the completion of 15 cross-river passages and the expansion of the metro network to cover six districts and one county [24][26]. - The city has achieved a forest coverage rate of 55%, ranking among the top three provincial capital cities in China [31]. Cultural and Tourism Development - The city has seen a robust growth in cultural enterprises, with revenues reaching 1,662 billion and an annual growth rate of around 10% [36]. - In 2024, the city is expected to receive over 200 million tourists, generating more than 200 billion in tourism revenue, marking a 10% annual growth [40]. Social Welfare - The city has prioritized employment, with an expected addition of 782,700 urban jobs, a 9.59% increase compared to the "13th Five-Year Plan" period [46]. - The number of insured individuals for various social insurances has reached 8.49 million for pension, 2.43 million for unemployment, and 3.39 million for work-related injuries [49].

Core Insights - Hongmeng Zhixing has initiated L3 conditional autonomous driving testing in Shenzhen, aiming to validate the safety and maturity of the L3 system for ordinary users, providing practical evidence for national L3 policy implementation [1] - The pilot project is supported by Shenzhen's transportation bureau and other government departments, involving Huawei employees using self-purchased vehicles for real-world testing [1] - The testing covers all high-speed roads in Shenzhen, totaling 1,000 kilometers, with over 20,000 kilometers of actual road validation completed [1] Company Developments - Hongmeng Zhixing is the first and only brand alliance in China to launch real-world L3 trials with private car owners [1] - At the technology launch event in February, Huawei's executive highlighted six core intelligent technologies that enhance the capabilities of the Hongmeng Zhixing products [1] Industry Context - Emphasis on safety in autonomous driving technology development, with a focus on enhancing automatic emergency braking (AEB) and vehicle protection design [2] - The industry is encouraged to pursue genuine technological breakthroughs rather than exaggerated claims to avoid hindering progress due to isolated incidents [2] - The Ministry of Industry and Information Technology has called for automotive manufacturers to conduct comprehensive testing and validation of driving assistance systems, ensuring clarity on system capabilities and safety measures [2]

Core Viewpoint - Huawei is advancing its internal operations towards a fully integrated HarmonyOS ecosystem, aiming to enhance digitalization and intelligence within the company [1][2]. Group 1: Internal Implementation of HarmonyOS - Huawei has initiated a comprehensive push for HarmonyOS integration, with a decision made by the company's board to prioritize internal applications supporting HarmonyOS [1]. - The company has over 1 million devices, including mobile phones, PCs, and tablets, and more than 50,000 applications, making the transition to a new operating system complex [1]. - The internal implementation of HarmonyOS is seen as more complex than previous ERP system replacements, with a broad impact across the organization [1]. Group 2: Progress and Achievements - As of now, Huawei's mobile and tablet devices have fully transitioned to HarmonyOS, with significant capabilities achieved in document handling, meetings, emails, images, and videos [2]. - The company has developed strategies for internal HarmonyOS implementation, including optimizing applications and leveraging cloud-edge collaboration to reduce complexity [4]. Group 3: New Product Launches - Huawei introduced the new commercial computer, the Huawei Qingyun HM740, designed for government and enterprise markets, featuring a 2.8K OLED screen and a 21-hour battery life [5]. - The HarmonyOS Professional Edition has been released, providing enhanced IT management and security solutions for enterprises [5]. Group 4: Market Position and Competition - The launch of HarmonyOS-based products raises questions about Huawei's entry into the domestic "Xinchuang" market, where it previously used other operating systems [7]. - If HarmonyOS enters the Xinchuang market, it will compete with existing domestic operating systems like Tongxin and Kirin, potentially disrupting the current market landscape [9]. Group 5: Ecosystem Development - The success of HarmonyOS in broader markets hinges on building a robust ecosystem, with partnerships established with various companies to support HarmonyOS applications [11]. - As of December, over 1,500 devices, including keyboards and mice, have been adapted to support HarmonyOS, indicating a growing ecosystem [11].

Group 1 - Company Saisir (09927) saw a stock increase of over 3%, reaching 113.9 HKD with a trading volume of 168 million HKD [1] - On December 16, it was reported that Hongmeng Zhixing has partnered with the Shenzhen Transportation Bureau to initiate L3 conditional autonomous driving testing in Shenzhen, covering 1000 kilometers of high-speed roads [1] - The testing aims to validate the safety and maturity of the L3 system through real road and user data, providing practical evidence for the implementation of national L3 policies [1] Group 2 - Saisir is a core partner of Hongmeng Zhixing and a benchmark for the "Smart Selection Car Model," jointly creating the AITO brand, which is the first brand co-developed by both parties [2] - In November 2025, Saisir reported a total automobile production of 58,900 units, a year-on-year increase of 30.36%, and total sales of 58,100 units, a year-on-year increase of 36.34% [2] - From January to November 2025, the total automobile production reached 460,400 units, a year-on-year increase of 0.73%, while total sales were 453,100 units, a year-on-year decrease of 0.52% [2]

南方财经12月16日电，强瑞技术（301128.SZ）发布公告称，基于对三烨科技、维玺温控、维德精密及 国瑞自动化的投资，2026年度公司及子公司与关联方三维机电、东莞维善、三维装备、江丰自动化发生 日常关联交易，预计总金额不超过53,200万元。其中向三维机电销售产品预计45,000万元，采购600万 元；向江丰自动化销售1,000万元，采购5,000万元。 关联交易主要内容包括：三维机电将华为等客户散热器订单转单至三烨科技，收取2%管理费，并约定 排他性合作；标的公司与关联方按市场价格进行购销、外协加工及厂房租赁（含水电费）等业务，已签 署有效期至2026年9月30日的租赁合同。 ...

编者荐语： 日经中文网"开设了"日经BP精选"栏目。日经BP是日本经济新闻社媒体集团的一员，成立于1969年。作 为日本领先的B2B媒体公司，聚焦经营管理、专业技术及生活时尚三大主要领域。敬请读者关注。 以下文章来源于日经BP ，作者日经BP 华为正在通过自主 AI 半导体提高存在感（图片来源：日经 XTECH ） " 华为王国正逐步形成 " ， 一位专家这样分析称。展望 2026 年的中国半导体产业，将以华为为 中心加速自产化。在 AI 半导体方面，英伟达将迎来华为和新兴企业中科寒武纪科技等的挑 战。另一方面，中国的制造设备和材料距离最先进水平仍有差距 …… 从2026年的中国半导体产业前景来看，将以通信设备大企业华为（HUAWEI）为中心加速自产化。垄断 生成式AI（人工智能）半导体市场的美国英伟达（NVIDIA）的"阵地"将迎来华为和新兴企业中科寒武 纪科技的挑战。在美国的压力下，探索自主半导体供应链的中国企业或提高存在感。 美国最大银行摩根大通在2025年的预测中指出，华为和寒武纪的AI半导体出货量将在2026年总计超过 100万个。与有关2024年出货量的该公司预测相比增至2倍以上。 阅读更多内容请 ...

Q量子位 insights 2025年度 Al十六 超越波 QbitAl Annual Al TOP 10 Repo 2025 报告从基础设施、模型进化、应用版图、中国路线四个维度，梳理了2025年AI领域的十大核心趋势，展现了技术从算力基建到产业落地的全链条变革，凸 显中国在开源生态与自主可控路线上的崛起。 基础设施层面，算力基建化与芯片AI化成为核心支柱。全球科技巨头纷纷加码超大规模数据中心建设，谷歌"星际之门"、微软AI超级园区等项目投入超百亿 美金，中国"东数西算"工程与天地一体化算网布局同步推进。芯片领域正从通用计算转向AI原生架构，GPU仍是训练核心，NPU成为端侧标配，国产芯片通 过与自研模型、SDK的协同，已实现千亿级参数模型训练的自主可控，打破国外技术垄断。 模型进化聚焦效率与能力的双重突破。预训练架构创新成为关键，MoE混合专家模型凭借"大参数、小激活"特性平衡性能与成本，国内GLM-4.6、通义千问 Qwen3等模型均采用该架构并实现开源。推理能力升级催生自适应推理、异构计算协同等技术，多模态融合与物理世界交互能力凸显，具身智能成为热门赛 道，人形机器人开始进入工业与家庭场景，VLA模型 ...