8月28日，中国人民抗日战争暨世界反法西斯战争胜利80周年纪念活动新闻中心举办首场记者招待会。 外交部部长助理洪磊在回答记者提问时表示，日本国内始终存在一股势力企图否认侵略、美化侵略，歪曲 篡改历史，甚至为当年的战争罪犯翻案招魂，这是对战后国际秩序的挑战，对人类良知的挑战，对所有爱 好和平人民的挑战。 在中国人民抗日战争暨世界反法西斯战争胜利80周年之际，日本再次面临历史之问、时代之问。我们敦促 日方正视历史，深刻反省侵略罪责，同军国主义彻底划清界限，走和平发展、睦邻友好的正道。 来源：新华网文字实录、人民网微信 点击关键字可查看 责编：万健祎 校对： 姚远 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes END 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 全球市值第一公司发布财报，盘后跳水！ 丨 深夜，中概股下挫！ 丨 半年报"交卷"渐多！今夜， 逾30家公司利润同比翻倍！ 丨 全面取消！美团宣布 ...

Core Insights - The AAAI-2026 conference has received an unprecedented number of submissions, with nearly 29,000 papers submitted, of which around 20,000 (approximately two-thirds) are from China [2][5] - The total number of unique authors submitting papers exceeds 75,000, indicating a significant increase in participation [4] - The review process is facing challenges due to the high volume of submissions, with about 23,000 papers entering the review process, nearly double the number from AAAI-25 [5][6] Submission Statistics - The main technical track of AAAI-2026 received close to 29,000 submissions, with Chinese submissions accounting for approximately 20,000 [2] - The top three research keywords for submissions are computer vision (nearly 10,000 papers), machine learning (around 8,000 papers), and natural language processing (over 4,000 papers) [5] - The number of emails received by the organizing team has surpassed five times the total for AAAI-25, peaking at 400 emails per day [4][5] Review Process and Quality Assurance - To manage the increased demand, AAAI has recruited over 28,000 committee members, nearly tripling the size of the committee from AAAI-25 [6] - AAAI is actively investigating potential ethical issues in the review process and has established committees to ensure integrity and accountability [7] - AI-assisted review experiments have shown promising early results, including tools to detect collusion among reviewers [8] Trends in AI Research - The surge in submissions reflects a broader trend of increasing participation from Chinese researchers in AI, with China becoming a dominant force in the field [17][20] - Reports indicate that the proportion of papers authored by Chinese researchers at top AI conferences has significantly increased over the past decade [20][22] - By 2024, eight of the top 20 institutions ranked by accepted papers at leading AI conferences are from China, highlighting the country's growing influence [24][25]

8月28日，运机集团子公司华运智远宣布，将在"运机—华为"联合创新中心和华运智远技术中心的共同 孵化下组建智能机器人团队，并正式开启团队招募。智能机器人团队将聚焦矿山、散料输送港口等行业 的少人无人化作业、智能搬运、智能巡检与智能运维等场景，研发具备自主感知、自主决策、自主执行 能力的行业定制化智能机器人产品。 ...

Group 1: Technology Sector Developments - Huawei is set to unveil its new Mate XTs foldable smartphone on September 4, featuring the new Kirin 9020 processor and satellite communication capabilities [2] - Nvidia reported Q2 2026 revenue of $46.743 billion, a 56% year-over-year increase, but its data center revenue fell short of expectations, leading to a market cap loss of $130 billion [3] - IBM and AMD announced a collaboration to develop a next-generation computing architecture that combines quantum computing and high-performance computing [5] - Huawei launched a new high-end SSD series optimized for AI workloads, enhancing performance and lifespan through innovative software [7] Group 2: Consumer Electronics and Appliances - Xiaomi aims to become a leading brand in the home appliance sector by 2030, with a 66% revenue growth in Q2 for its tech appliances, particularly a 60% increase in air conditioning sales [4] - Apple is expected to release the iPhone 17 series on September 10, with plans to discontinue several existing models, including the iPhone 15 and Apple Watch Series 10 [6] Group 3: Transportation and Delivery Services - Tesla expanded its Robotaxi service area in Austin from 91 square miles to 173 square miles and increased its fleet size by 50% [8] - Meituan announced plans to eliminate overtime penalties for its delivery riders by the end of 2025, focusing on improving rider experience [9] - Meituan's CEO stated that the company has reached a daily order volume of 100 million and aims to increase it to 150 million [10] Group 4: Strategic Partnerships and Investments - Horizon Robotics' CEO indicated that the industry is moving towards full-scene autonomous driving within the next five to ten years, with upcoming collaborations in the RoboTaxi sector [11] - JD Supermarket has become the largest importer of Ecuadorian roses in China, reducing prices by 30% through direct sourcing [12] - ZTE and China Guoxin signed a strategic cooperation agreement to enhance investment and market development in emerging industries [12] Group 5: Corporate Changes and Financial Updates - Nanwei Semiconductor appointed Chris Allexandre as the new CEO, effective September 1, 2025, marking a management transition [13] - Nikon announced the closure of its Yokohama manufacturing plant by September 30, 2025, with minimal financial impact expected [15] - Hongjing Technology plans to raise up to 1.35 billion yuan for smart computing projects [16] - Guanghe Technology intends to invest 2.6 billion yuan in a new manufacturing base project [17] - Cambridge Technology's major shareholder reduced its stake by 1.8 million shares [18] - Guoxin Technology announced plans to reduce its shareholding by up to 5% due to fund exits [19] - Yongji Co. terminated its acquisition plan for Turnafly Electronics after negotiations [20] - Chip Enjoy Technology completed a multi-billion B+ round financing to enhance its semiconductor automation services [21]

Core Insights - In July 2025, China's inverter export amount was 6.505 billion yuan, showing a month-on-month decrease of 1.08% but a year-on-year increase of 16.02%, indicating a slight month-on-month adjustment while maintaining high year-on-year growth [2][3] - From January to July 2025, the cumulative inverter export amount reached 36.971 billion yuan, reflecting a year-on-year growth of 8.63%, demonstrating stable market performance [2][3] Regional Performance - **Asia**: In July 2025, inverter exports to Asia amounted to 2.054 billion yuan, with a month-on-month decrease of 22.84% and a year-on-year increase of 1.69%. The Middle East performed well, while demand from India and Pakistan declined [4] - **Europe**: Exports to Europe totaled 2.831 billion yuan in July 2025, with a month-on-month increase of 15.70% and a year-on-year increase of 28.13%, indicating stable performance [4][5] - **North America**: Exports to North America reached 235 million yuan, with a month-on-month increase of 6.27% and a year-on-year increase of 31.93%, showing a positive trend as tariff impacts stabilize [6] - **Oceania**: Exports to Oceania hit a record high of 397 million yuan, with a month-on-month increase of 60.89% and a year-on-year increase of 188.80%, indicating strong growth [6] Export Performance by Province - In July 2025, Guangdong's inverter exports were 2.441 billion yuan, showing a month-on-month increase of 0.93% and a year-on-year increase of 10.38%, while Jiangsu's exports decreased slightly due to high base effects from June [7] Investment Outlook - Long-term growth in global renewable energy installations and increasing demand for energy storage are expected to drive market expansion. Key regions include: - Europe, where large-scale storage installations are expected to accelerate [8] - The U.S., where demand for large storage projects is significant and tariff impacts are diminishing [8] - Emerging markets in Asia, Africa, and South America, which present substantial growth opportunities [8] - The Middle East, where renewable energy investments are increasing [8]

暑假就要结束了，开学季越来越多的同学联系峰哥和柱哥。有刚入行的研一小白，也有秋招激战正酣的研二/研 三的同学，也不乏打算转行自驾的小伙伴。很开心，通过自动驾驶之心和大家连接在一起，共同推进行业的发 展。 我们的愿景是让AI与自动驾驶走进每个有需要的同学。 端到端自动驾驶如何入门？一段式/二段式量产中如何使用？ 传统规划控制想转端到端VLA，求学习路线图！ 自动驾驶多模态大模型预训练数据集有哪些？求自动驾驶VLA微调数据集？ 多传感器融合现在还适合就业吗？ 3DGS和闭环仿真如何结合？应用中需要考虑哪些元素？ 世界模型是个啥？业内如何应用，研究还有切入点么？ 业内哪家公司前景好一些，适合跳槽，都有什么岗位开放招聘？求星主内推~ 博士入学，哪个方向容易出成果？ 闭环强化学习如何入门？ 我们会不定期和一线的学术界&工业界大佬畅聊自动驾驶发展趋势，探讨技术走向和量产痛点： 这是一个认真做内容的社区，一个培养未来领袖的地方。 星球内部梳理了近40+自动驾驶技术方向，同时也有面 向求职的问答梳理。 | 0 国内高校著名自动驾驶团队整理 链接: https://t.zsxq.com/hlVJZ | 5 算法进阶 | (17 ...

更多智能制造产业资讯 …… 1.【华为发布三款AI SSD新品】华为8月27日发布三款AI SSD产品，分别为高性能系列的HUAWEI OceanDisk EX 560和HUAWEI OceanDisk SP 560，以及大容量系列HUAWEI OceanDisk LC 560，单盘容量将最高可达到122/245 TB，实现业界最大单盘容量。（每日经济新闻） 2.【武汉聚集人工智能相关企业1000余家】"十四五"期间，武汉市数字经济核心产业增加值年均增 长10%以上，占GDP比重每年提高1个百分点，2024年达3087亿元。今年上半年，武汉市数字经济 核心产业开票额3542.47亿元、同比增长14.7%，综合实力稳居全国前十。基础设施提供新支撑—— 每万人拥有5G基站数达40个，实现5G-A网络规模覆盖；高性能算力超过5000P，武汉算力公共服务 平台汇聚省内13个市州400项算力产品；智能网联汽车测试道路总里程3487公里，位居全国第一。 新兴行业开辟新赛道——聚集人工智能相关企业1000余家，建设国家人工智能创新应用先导区，光 谷人工智能产业园入选全国首批AI产业园；东湖高新区成为全国首个低空共享无人机应 ...

Core Insights - Huawei's automotive business has achieved significant milestones, including 1 million vehicles equipped with Huawei's QianKun intelligent driving system and over 1 million units of laser radar shipped as of July this year [1] - The company emphasizes a long-term strategic vision, having invested in the automotive sector since 2014, which has led to current profitability without setting explicit commercialization goals [1][4] - Huawei's CEO of the Intelligent Automotive Solutions BU, Jin Yuzhi, believes that focusing solely on commercialization can be counterproductive, advocating for a commitment to technology development and user needs [1] Automotive Business Performance - As of August, 28 models have been launched in collaboration with Huawei, including brands like Audi and Avita [1] - Cumulative mileage for assisted driving has reached 4 billion kilometers [1] - The company has adopted a full lifecycle management approach for its products, ensuring continuous upgrades and maintenance for users [5][16] Technology Strategy - Huawei prefers the World Action (WA) model over the Video Language Action (VLA) model for autonomous driving, believing WA is the ultimate solution for achieving true autonomous driving [3][10] - The WA model processes information directly through vision inputs, eliminating the need to convert data into language, which is seen as a shortcut [3][11] - Huawei has developed the WEWA model based on the WA architecture, which will be deployed in ADS 4.0 [4] Future Plans - Huawei aims to achieve Level 3 (L3) autonomous driving capabilities on highways and Level 4 (L4) pilot capabilities in urban areas by 2026, with plans for large-scale commercial use of L4 by 2028 [9] - The company is also working to transform smart cockpits into "digital nannies," integrating AI as an AI Agent [9] Pricing and Business Model - Jin Yuzhi asserts that there is no such thing as free services in the automotive industry, as costs are often transferred in different forms [4][15] - The pricing for assisted driving systems is justified due to the ongoing costs of iteration, maintenance, and over-the-air updates [5][15] - Users who initially purchase the first version of ADS benefit from continuous upgrades, making the long-term cost of ownership more favorable [16] Safety and Sensor Technology - Huawei's increase in sensor configurations, such as additional laser radars, is driven by a commitment to safety rather than merely increasing product pricing [17][18] - The company aims to enhance safety in various driving scenarios, including parking and urban driving, by improving system precision through advanced sensor technology [17][18]

记者：张改萍、路继承 新华社音视频部制作 8月26日，中国华为公司在罗马尼亚布加勒斯特国家剧院举行新品发布会，推出Pura 80系列手机及平板 电脑等产品。 0:00 ...

智能座舱：大屏化产品、HUD、座舱域控制器等单品渗透率持续提升。10寸以上中控 屏、10寸以上液晶仪表、HUD、智能座舱域控制器6月渗透率85.2%、50%、19.4%、 40.8%，同比+1、-5、+3、+9pct，环比+1、+0、+0、-1pct。 智能网联：OTA、T-BOX6月渗透率分别76.8%、69.0%，同比分别变动+2、-7pct。投资 建议：整车推荐小鹏汽车、零跑汽车、吉利汽车。L4推荐小马智行、文远知行。零部件推 国信证券近日发布汽车智能化月报系列：英伟达驾驶芯片占比提升。2025年6月，乘用 车驾驶域控渗透率31%，其中地平线、英伟达、特斯拉FSD、华为芯片占比分别为10.4%、 53.5%、9.4%、11.6%，同比分别-2.4、+25.4、-10.3、-4.5pct，环比分 别-2.7、-3.5、+2.2、+0.2pct。 以下为研究报告摘要： 核心观点 行业新闻：1）Waymo获美国纽约市首个自动驾驶汽车测试许可；2）尚界H5上市即搭 载HUAWEI ADS4辅助驾驶系统；3）地平线HSD迎来升级，首搭车型锁定奇瑞星途E05； 4）小马智行正式启动上海浦东自动驾驶出行服务；5）文远 ...