六大掌舵人同框容易，要实 质联动，难 出品丨虎嗅汽车组 作者丨魏微 头图丨鸿蒙智行 一场横跨15万 - 100 万元价格带的"抱团行动"在黄浦江畔上演。 "我们将以统一标准和资源共享为核心，为用户创造确定性的价值体验。"华为常务董事、产品投资委员会 主任、终端BG董事长余承东表示。 据通稿，此次鸿蒙智行联盟合作升级将在五个方面展开： 1.归一化、平台化解决方案：推动鸿蒙座舱、智能驾驶、云服务等核心技术和部件的标准化，统一质 量管控、统一生态接口。 2.标准化服务体系：联盟将打造行业内首个跨品牌共享售后服务中心网络，实现售前、交付、售后等 全流程高质量服务标准化。 3.共建充电网络："五界"品牌将联合投资建设"鸿蒙智行充电站"，整合现有充电资源，构建覆盖全国 的超级补能网络。通过统一的账号体系和充电地图，为用户提供无缝的补能体验。 （从左至右，按照合作顺序排列）赛力斯集团董事长张兴海，奇瑞汽车股份有限公司董事长尹同跃，北京汽车集团有限公司 党委书记、董事长张建勇，华为常务董事、产品投资委员会主任、终端BG董事长余承东，江汽集团党委书记、董事长项兴 初，上海汽车集团股份有限公司党委书记、董事长王晓秋，华为终端BG ...

深圳商报·读创客户端记者 吴素红 李丹 在寸土寸金的深圳，如何让宝贵的土地，创造出产业的"黄金"效益？ 12月11日，2025前海·宝安"宝地兴业"空间保障服务对接大会上的火爆场面，给出了最直观的答案： —— 超 300公顷产业用地、2000万平方米优质产业用房集体"上架"，AI智能匹配平台同步上线，26家企 业当场签约 "用脚投票"。 当土地瓶颈成为一线城市发展的共性难题，高密度建成区宝安何以 "逆势放量"？为何能成为企业布局 湾区的首选热土？ 价值的高地："湾区枢纽"的流量红利 尤其是，随着大湾区一体化加速发展，宝安的区位优势日益凸显。 前海扩容后，宝安1/5的范围加入前海，前海2/3的范围落在宝安，宝安一跃成为国家战略主战场。 深中通道打通珠江口两岸"半小时经济圈"，深圳机场 "三跑道时代"架起全球空中走廊，深圳国际会展 中心汇聚全球商流——重大枢纽门户云集，宝安作为湾区枢纽能级实现多重跃升。 宝安的吸引力，首先源于其在大湾区版图中无可替代的战略地位。 放眼全球湾区，价值高地始终锚定于创新能量最密集、要素交换最频繁的"产业心脏"。 以旧金山湾区为例，价值巅峰不在旧金山市中心，而在硅谷核心圣何塞。苹果、谷 ...

2025年9月19日，在华为全联接大会2025上，美宜佳与华为、支付宝正式签署三方联创合作协议。此次 合作标志着三方将整合各自在零售网络、操作系统生态及数字支付领域的优势，共同推进基于鸿蒙生态 的全店智能运营体系建设。此举旨在通过技术与场景的深度融合创新，系统性提升全国门店的智能化水 平与消费者体验，为零售行业的数字化升级树立新标杆。 本次合作的核心是依托华为鸿蒙系统强大的生态连接与分布式能力，以及支付宝在数字经营与支付领域 的成熟技术，共同打造可规模化推广的智慧零售解决方案。合作的首个重要成果，是推出了行业首台搭 载支付宝"碰一下"交互技术的鸿蒙智慧收银机。该设备极大简化了支付流程，顾客手机解锁后轻碰即可 完成支付、优惠核销与积分累积，显著提升了交易效率与消费体验。 此次智能化升级，与美宜佳长期坚持并不断优化的品牌便利店加盟模式形成了深度协同与强力赋能。对 于庞大的加盟网络而言，统一的智能化改造意味着运营效率的普适性提升与成本的集约化管控。 通过引入鸿蒙智慧收银机等智能硬件，加盟门店能够有效降低对人工操作的依赖，尤其是在夜间等时 段，有助于缓解人力成本压力并挖掘增量消费。同时，基于鸿蒙生态构建的数字化系统， ...

Group 1 - The Central Economic Work Conference held on December 10-11 outlined China's economic direction for 2026, emphasizing a long-term positive trend and the need for confidence in facing challenges. Key tasks include focusing on domestic demand, innovation, and reform [2][7] - Beijing Weilan New Energy Technology Co., known as China's "first solid-state battery stock," has initiated its IPO process on the A-share Growth Enterprise Market, aiming for large-scale production of solid-state batteries by 2027 [2][7] - The U.S. stock market showed mixed results, with the Dow Jones reaching a historical high while the Nasdaq fell nearly 400 points due to concerns over tech stock valuations, particularly after Oracle's disappointing earnings report [2][7] Group 2 - Shandong Province has introduced a housing "old-for-new" policy to stimulate housing consumption, which includes various models for upgrading homes and enhancing financial support [3][8] - The price of Moutai has dropped below the psychological threshold of 1499 yuan, indicating a potential industry adjustment as demand weakens and the company faces challenges in returning to consumer markets [3][9] - Mexico's new law imposing tariffs of up to 50% on goods from countries without free trade agreements, including China, could impact Chinese industries such as automotive and textiles, prompting companies to adapt their supply chains [3][9] Group 3 - Many companies, including China National Offshore Oil Corporation and China Shipbuilding Industry Corporation, have secured orders extending to 2028, indicating strong business growth prospects due to industry recovery and capacity release [4][10] - Recent adjustments to six major indices, including the CSI 300, will lead to corresponding changes in large-scale index funds, enhancing the representation of technology sectors and benefiting investors in advanced manufacturing [4][10] - SoftBank's investment in OpenAI has faced challenges, leading to a significant drop in its stock price and market capitalization, as concerns about profitability and competition from Google arise [5][10] - The Chinese film market is projected to exceed 50 billion yuan in 2025, driven by successful domestic productions and an expanding "film +" ecosystem that enhances overall consumption [5][10]

（原标题：红绿灯背后的AI大模型：从被动响应到全局预判） 南方财经见习记者郭莎 广州报道 12月12日至14日，2025年粤港澳大湾区人工智能与机器人产业大会暨广东省人工智能与机器人技能大赛 在广州举行。其中，12日举行的"AIR＋交通"论坛以"智驭交通·未来之路"为主题，各界嘉宾聚焦AI技术 如何驱动智慧交通系统升级、面临哪些商业化挑战，以及如何构建支撑长远发展的产业生态等议题，展 开了深度对话与思想碰撞。 "AI大模型正让交通信号控制从'被动响应'转向'主动预测'。""人形机器人在交通领域具备结构化场景、 环境稳定、市场广阔等独特优势，有望率先实现规模应用。""我们必须在人才培养上推动学科深度交 叉，让学生既懂交通专业，又掌握AI技术。"圆桌讨论环节，来自学界与业界的多位专家金句频出。 佳都科技智慧城市交通业务群常务副总裁许健以生动的"下棋"比喻阐释了AI带来的变革。他分析，传统 的信号控制如同"对手下一步，我下一步"的被动响应，而如今基于海量交通数据训练的大模型，则让系 统具备了"学习棋谱、预判未来"的能力。 据介绍，广州6个城区的主要路口都使用了AI大模型来生成红绿灯的配置和控制方案，通行效率大幅提 ...

转自：新华财经 其中，国家工业操作系统检验检测公共服务平台以工业操作系统标准测评认证体系建设为核心，以保障重点行业的关键基础设施安全为根本，打造覆盖芯片 级至行业级的全栈适配测试验证工具链，构建国家测试基准与标准体系；开放原子紫金专区运营总部由江苏软件产业人才发展基金会、苏州市工信局与吴中 区人民政府三方共建，将建立市场化运营团队，联动省内软件名园、重点企业、高校院所，围绕RISC-V（计算机开源指令集架构）、工业软件、AI模型等 关键领域，探索形成一批具有全国影响力的开源技术成果；工业操作系统（数字制造）综合创新平台由苏州汇川技术携手重点软件企业、制造业龙头与科研 院所共建，聚焦工艺设计、工厂规划、产线仿真、数字装备等关键领域强化协同创新，打造贯穿"设备—产线—工厂"的全生命周期工业软件体系和数字工厂 底座。 近年，吴中区聚力发展"机器人+人工智能"产业集群，推动软硬件协同发展，工控系统、人工智能垂域大模型、具身智能大小脑等核心领域发展迅速，落地 哈工大苏州研究院、赛迪苏州研究院、信通院江苏分院、浙大苏州智能制造研究院等大院大所，打造了江苏省智能机器人技术创新中心、苏州市具身智能机 器人综合创新中心、苏州工 ...

Core Insights - Huawei launched the HarmonyOS enterprise version and the new Harmony computer, marking a shift from consumer to commercial markets [1] - Wankey Technology's products received the "Excellence Experience Leader Award" at the summit, showcasing their AI capabilities and innovative experiences [1] - Wankey Technology aims to enhance digital office experiences through AI creative software, focusing on industry applications and smart office solutions [1][2] Group 1 - Wankey Technology has deep cooperation with the Harmony ecosystem, having signed a comprehensive cooperation agreement with Huawei in 2024 [2] - The company’s digital creative products are being applied in key sectors such as electricity and energy, empowering major state-owned enterprises in their digital upgrades [2] - Wankey Technology was recognized as the "2025 Best Collaborative Office Software Vendor" in China, indicating its growing industry influence [2] Group 2 - Wankey Technology plans to continue collaborating with Harmony to empower more personal and enterprise users in their digital transformation [3]

Core Viewpoint - The emergence of the Doubao phone, a collaboration between Doubao and Nubia, has disrupted the AI smartphone market, showcasing advanced capabilities while sparking significant controversy and debate within the industry [6][7]. Group 1: Product Overview - The Doubao phone is technically a preview version of the Nubia M153, featuring deep integration of the Doubao assistant into its operating system, allowing for continuous operations beyond traditional voice assistants [6][7]. - The phone's market price surged from the original 3499 yuan to as high as 36,000 yuan, reflecting a split sentiment between excitement and skepticism among consumers [6]. - It has been praised for its ability to perform complex tasks across multiple applications, such as answering questions on Bilibili and making purchases, leading to comparisons with human-like interaction [6][9]. Group 2: AI Smartphone Landscape - The concept of "AI smartphones" gained traction in the second half of 2023, with major manufacturers like Samsung, Google, and Xiaomi emphasizing AI integration, but many offerings were criticized for lacking true innovation [8][9]. - Doubao's approach is more aggressive, enabling extensive cross-application operations that surpass the capabilities of existing AI smartphones, which are often limited to predefined tasks [9][11]. Group 3: Technical Pathways - The industry is divided into two main technical pathways for AI smartphones: traditional methods relying on SDK interfaces and the newer GUI Agent approach, which allows direct interaction with the screen [9][10]. - Doubao's implementation of GUI Agent technology enables it to autonomously handle tasks without relying on app-specific interfaces, a significant advancement over earlier AI assistants [10][11]. Group 4: Industry Conflict - The Doubao phone's capabilities have led to pushback from major apps like WeChat and Alipay, which have implemented restrictions to prevent automated operations, highlighting a clash between traditional app security measures and new AI functionalities [14][15]. - The core of the conflict lies in differing interpretations of user operation permissions, with apps prioritizing human-like interactions while AI systems advocate for user-authorized automation [15][16]. Group 5: Market Dynamics and Future Outlook - The AI smartphone sector is becoming a battleground for tech companies vying for dominance in the AI era, with the potential to redefine user interaction and data flow [22][23]. - The emergence of the Doubao phone has prompted major tech firms to reassess their AI strategies, leading to a competitive landscape categorized into three tiers based on integration capabilities and market responsiveness [24][25][26].

12月11日，小鹏汽车董事长何小鹏发文称，小鹏汽车的VLA 2.0（Vision-Language-Action，视觉语言动作模型）将在下个季度发布，"因为是第一个版本， 所以压力很大"。 此外，何小鹏还与公司自动驾驶团队立下特别"赌约"：若2026年8月30日前，小鹏VLA系统在国内达到特斯拉FSD V14.2版本在硅谷的整体效果，他将在硅 谷筹建特色中国风味食堂。反之，自动驾驶负责人需在金门大桥完成裸跑挑战。 就在前一天，理想汽车自动驾驶研发高级副总裁郎咸朋在社交平台发布长文，回应宇树科技创始人王兴兴此前对VLA模型的质疑。 "我跟王兴兴观点最不一样的地方在于，他认为模型架构更重要，但我认为模型的关键是要与整个具身智能系统适配。在此基础上，数据是起决定意义 的。"郎咸朋认为，"VLA就是自动驾驶最好的模型方案。" 据了解，VLA被业内视为端到端方案的"智能增强版"。其名称中的V代表视觉感知（Vision），A代表动作执行（Action），而中间的L则是大语言模型 （Language Model）。V负责实时感知环境，A负责输出具体控制指令，L则像"中台"一样，把感知信息转译为可供A执行的规划与决策。 清华 ...

每经记者｜孙磊 每经编辑｜段炼 裴健如 12月11日，小鹏汽车董事长何小鹏发文称，小鹏汽车的VLA 2.0（Vision-Language-Action，视觉语言动作模型）将在下个季度发布，"因为是第一个版本， 所以压力很大"。 图片来源：何小鹏微博 此外，何小鹏还与公司自动驾驶团队立下特别"赌约"：若2026年8月30日前，小鹏VLA系统在国内达到特斯拉FSD V14.2版本在硅谷的整体效果，他将在硅 谷筹建特色中国风味食堂。反之，自动驾驶负责人需在金门大桥完成裸跑挑战。 就在前一天，理想汽车自动驾驶研发高级副总裁郎咸朋在社交平台发布长文，回应宇树科技创始人王兴兴此前对VLA模型的质疑。 "我跟王兴兴观点最不一样的地方在于，他认为模型架构更重要，但我认为模型的关键是要与整个具身智能系统适配。在此基础上，数据是起决定意义 的。"郎咸朋认为，"VLA就是自动驾驶最好的模型方案。" 近几年，辅助驾驶行业经历了多次"技术底座"的范式迁移——从企业普遍把激光雷达+高精地图奉为"黄金组合"，到引入BEV（鸟瞰图）+Transformer摆脱 高精度地图，再到端到端将辅助驾驶带入AI时代，企业普遍按照这个路径来推进辅助驾 ...