很显然，这又是美国政客的老套路：通过污名化中国科技产品，禁止其进入美国市场，打压中国相关产 业，给美国企业的发展让出市场空间，就像当年遏制华为一样。 中国企业目前已在激光雷达领域占据引领地位。据法国著名咨询公司Yole Group估算，2024年，中国禾 赛科技、速腾聚创、华为和图达通4家企业占据全球88%的车载激光雷达市场份额。今年上半年，仅华 为激光雷达装机量就超过40万台。今年1月至9月，禾赛科技就生产了超过100万台激光雷达。 日前，美国众议院"中国问题特别委员会"资深成员、民主党众议员拉贾·克里希纳穆尔蒂提出《安全激 光雷达法案》，要求逐步淘汰美国境内正在使用的中国造激光雷达，并在三年后禁止进口新的中国激光 雷达，除非用于科研、网络安全测试等领域。 克里希纳穆尔蒂在声明中污蔑中国激光雷达威胁美国国家安全，还说要"确保这些系统由值得信赖的合 作伙伴建造"，美国及其盟友应该引领激光雷达创新，而不是将这项关键技术的控制权拱手让给中国。 这些成绩的取得得益于中国激光雷达企业技术与制造两手抓。一方面不断突破激光雷达关键技术，持续 提高产品性能。据统计，禾赛科技、速腾聚创掌握的相关专利数量分别是美国领军企业Ou ...

Group 1 - The core event was the establishment of the Liaoning Province New Industrialization Institute for SMEs, aimed at promoting high-quality development of small and medium-sized enterprises (SMEs) in the region [1][3] - Strategic cooperation agreements were signed between the Liaoning Provincial Department of Industry and Information Technology, CITIC Bank Shenyang Branch, and LiaoShen Bank to enhance support for SMEs [1] - The event featured expert reports on advanced manufacturing concepts, including AI's role in reshaping the manufacturing industry and models for driving SME transformation [3] Group 2 - The collaboration between the Liaoning Provincial Department of Industry and Information Technology and Shenyang University of Technology aims to bridge the gap between academic research and SME development needs [3] - The initiative seeks to create a comprehensive service platform involving government guidance, academic support, and SME participation to enhance the core competitiveness of SMEs in Liaoning [3] - The New Industrialization Institute is envisioned as a source of technological innovation, an accelerator for industrial upgrades, and a hub for high-end talent cultivation, contributing to the high-quality development of SMEs and the new industrialization process in Liaoning [3]

Core Insights - The Chinese Network Attached Storage (NAS) industry is transitioning from a single structure focused on the enterprise market to a dual-track structure that includes both enterprise and consumer markets. The market size is projected to reach approximately 28.64 billion yuan in 2024, reflecting a year-on-year growth of 8.28% [1][9]. Industry Overview - Disk storage technology records data using magnetic media, with major types including Direct Attached Storage (DAS), Storage Area Network (SAN), and Network Attached Storage (NAS). NAS provides centralized management, file sharing, data backup, and elastic expansion, making it ideal for unstructured data storage [3][5]. Market Size - The NAS market in China is expected to grow significantly, driven by the digital transformation of enterprises and the increasing demand from individual and family users for data management, entertainment, and privacy security. Emerging consumer brands like Ugreen and Jikong are facilitating the penetration of NAS devices into ordinary households [1][9]. Key Companies - Ugreen Technology and Hikvision are notable players in the NAS market. Ugreen has rapidly expanded its presence with products like the DXP4800 series, while Hikvision leverages its security technology to offer NAS products that combine high security and usability [10][12]. Industry Development Trends 1. **AI and Edge Computing Integration**: The NAS industry is expected to integrate AI and edge computing, transitioning from passive storage to active service. This includes features like intelligent content generation and real-time video monitoring [13]. 2. **Vertical Market Penetration**: NAS applications are moving towards vertical markets, enhancing product customization and specialized solutions for sectors like smart homes and enterprise security [14]. 3. **Ecosystem Competition and Domestic Substitution**: The competition will focus on technology, ecosystem, and service, with international brands dominating the high-end market while local companies like Ugreen and Jikong expand in the mid-to-low end [15][16].

智通财经记者 | 周姝祺 在中国新能源汽车快速扩张的阶段，速度、性能和智能化是最容易被感知、也最容易被传播的竞争语 言。而随着多起安全事故引发社会关注，监管层对相关问题持续施压，这套语言体系正在被重写。汽车 公司开始开始将安全重新推向台前，通过更直观的方式向外界证明其对事故风险的控制能力。 吉利汽车首轮投资20亿元的全球全域安全中心于近期正式对外发布。该中心可用于整车碰撞、电池与系 统安全、雨雪雾主动安全、行人保护及关键零部件等27项测试项目。官方称，这是全球建筑面积最大、 验证能力最全的综合型安全试验室。 与过往汽车公司低调处理安全试验不同，在发布当天，吉利汽车向众多媒体开放了其安全测试过程，并 通过现场直播方式，展示了一场耗资约数百万元的整车碰撞试验。 此类测试通常服务于研发与合规环节，仅会对外披露测试结果和评分。吉利汽车选择公开完整测试过 程，意味着其在安全议题上接受更高程度外部审视的同时，开始将隐藏在研发体系内的安全能力，主动 转化为可被市场识别的品牌资产。 理想汽车和华为同样积极释放各自在产品安全和质量方面的努力。理想汽车材料研发负责人段吉超向智 通财经等媒体透露，为从根源上降低碰撞时的座舱变形风险 ...

Core Insights - Major automotive companies are increasingly adopting AI as a core strategy for future development, with significant investments in AI technologies and models [1] - The automotive software industry is undergoing structural changes, shifting the value focus from traditional hardware manufacturing to software and services, with projections indicating a rise in software profit share from 6% in 2020 to 25% by 2030 [2][3] - The integration of software is fostering a new ecosystem that bridges various sectors, enhancing collaboration and resource efficiency across the automotive industry [3][4] Group 1: Industry Trends - The automotive software industry's value is transitioning from a "one-time sale" model to a "full-cycle service" model, with hardware profit share decreasing from 79% in 2020 to an expected 59% by 2030 [2] - The commercial value of in-vehicle operating systems is becoming increasingly significant, with the market projected to reach approximately 600 billion yuan by 2025 and exceed 1 trillion yuan by 2030 [3] - The future of automotive software development is expected to focus on integration, moving towards highly adaptive intelligent operating systems that support comprehensive resource management [4] Group 2: Challenges and Solutions - The automotive industry faces challenges in establishing a unified and open software and hardware ecosystem, with varying levels of openness and interface standards among chip manufacturers [7] - Collaboration between companies remains inefficient, often requiring extensive customization and debugging, which hampers the overall efficiency of solutions [7] - The industry is encouraged to adopt open-source models to build a unified technical foundation, reducing costs and fostering innovation through community collaboration [5][9] Group 3: Future Directions - The integration of advanced safety features and the expansion of collaborative boundaries are essential for building sustainable competitive advantages in the automotive sector [11] - The industry is exploring the incorporation of satellite technology into existing vehicle-road-cloud systems to enhance data and computational networks [12] - The relationship between AI and the automotive industry is expected to evolve, with AI becoming a critical component in the development of intelligent vehicles and applications [12]

Group 1 - The U.S. House of Representatives' "China Task Force" has proposed the "Laser Radar Security Act," aiming to phase out Chinese-made laser radars in the U.S. and ban imports after three years, except for research and cybersecurity testing [1] - The act's proponent, Congressman Raja Krishnamoorthi, claims that Chinese laser radars pose a national security threat and emphasizes the need for the U.S. and its allies to lead in laser radar innovation [1] - Chinese companies currently dominate the laser radar market, with estimates indicating that four firms—Hesai Technology, RoboSense, Huawei, and TuSimple—will hold 88% of the global market share by 2024 [1] Group 2 - Chinese laser radar companies are excelling in both technology and manufacturing, with Hesai Technology and RoboSense holding over three times the number of relevant patents compared to U.S. leaders Ouster and Luminar [2] - The mass production capabilities of Chinese firms are highlighted, with Hesai's automated production line producing a laser radar every 20 seconds and achieving competitive pricing, with some products priced as low as $200 [2] Group 3 - U.S. companies once held a leading position in the laser radar market, with Velodyne dominating with over 80% market share in the 2010s, but have struggled with low-cost mass production [3] - Recent challenges include the bankruptcy of Luminar, which was once highly valued, and difficulties faced by other U.S. laser radar companies, with Ouster's actual shipments being only 7,200 units in Q3 2025 [3] Group 4 - The struggles of the U.S. laser radar industry reflect broader issues within its manufacturing sector, suggesting that relying on market restrictions against Chinese products may not resolve underlying challenges [4]

智通财经APP获悉，近日，"2025科创企业高质量发展大会"在雄安新区隆重举行，备受业界瞩目的《2025中国科 创企业创新力TOP500发展报告》与"2025科创企业创新力TOP500榜单"(以下简称"榜单")正式发布。AIGC软件A 股上市公司万兴科技(300624.SZ)凭借其在数字创意软件及AIGC领域的创新表现，成功入选该榜单。此次一同上 榜的还有华为、腾讯、百度等头部AI公司。 在产品创新层面，万兴科技持续推进旗下视频、绘图、文档三大创意产品矩阵的AI智能化升级。在视频创意领 域，万兴科技近期焕新上线视频创意产品万兴喵影2026，聚焦智能生成与创作流管理，首次在通用型视频创意软 件中实现从AI素材生成、AI续写到精细剪辑的一站式体验，大幅降低专业视频创作门槛。在文档及绘图创意领 域，万兴科技此前焕新发布文档创意软件万兴PDF V12，并上线智能加密、专业翻译等全新AI功能，大幅提升文 档处理效率；绘图创意软件万兴脑图V13通过升级知识库体系和AI能力，推动知识管理智能化、系统化；全新万 兴图示V15则聚焦AI绘图与智能交互，为用户提供更便捷的图表创作体验。 | | 科创企业创新力 TOP500 榜单 ...

智通财经APP获悉，近日，"2025科创企业高质量发展大会"在雄安新区隆重举行，备受业界瞩目的《2025中国科 创企业创新力TOP500发展报告》与"2025科创企业创新力TOP500榜单"(以下简称"榜单")正式发布。AIGC软件A 股上市公司万兴科技(300624.SZ)凭借其在数字创意软件及AIGC领域的创新表现，成功入选该榜单。此次一同上 榜的还有华为、腾讯、百度等头部AI公司。 | | 科创企业创新力 TOP500 榜单 | | | --- | --- | --- | | 排名 | 企业全称 | સ્ત્ર ક્ષે | | 196 | 税友软件集团股份有限公司 | 856.18 | | 197 | 大族激光科技产业集团股份有限公司 | 856.07 | | 198 | 广州地铁设计研究院股份有限公司 | 855.63 | | 199 | 华勤技术股份有限公司 | 855.50 | | 200 | 珠海英搏尔电气股份有限公司 | 855.46 | | 201 | 万兴科技集团股份有限公司 | 855.45 | | 202 | 上海合合信息科技股份有限公司 | 855.44 | | 203 | 佛山佛 ...

就在刚过去的11 月，鸿蒙智行以 8.18 万辆的纪录登顶新势力榜首，成功点燃市场热情之际，亮眼成绩单背后却藏着"价格屠夫"尚界 H5 的尴尬境地。 这点儿价差，换800V高压平台、双 激光雷达 ，还有大空间。"这样，算下来不如直接上 R7 划算。"李生坦言，原本觉得两款车价差不小，真到终端算完 才发现，"不如多花几万，把体验拉满了"。 华为 体验中心的销售说，这样的场景每天都在发生。11月以来，到店看尚界H5的客户里，超过4成都会对比智界 R7，光我们这个门店一半人最后会选择 后者。"15万 华为 智驾的口号，确实拉来不少人，但只要客户愿意多聊两句，算一算成本和预算，最后再试驾对比一下，很容易倾向R7。" 作为鸿蒙智行旗下首款下探至 15 万元级的规模化产品，尚界无疑替鸿蒙"五界"的矩阵开辟出了一套"技术赋能+成本控制"的全新协作模式。以至于尚界 H5自今年9月上市起便被各方寄予厚望。 明明试图要以击穿智能电动车价格地板的姿态入市，却从诞生至今未能实现规模放量的目标。以至于让一场声势浩大"低价换量"打法，终究与市场预期严 重脱节。 近期就在蜂鸣出行终端走访时发现，即便经历'1月3降、柔性让利'，尚界H5的销 ...

Key Points - Apple is in talks with Indian semiconductor manufacturers to assemble and package iPhone chips in India, marking a shift from just final assembly to more complex semiconductor packaging [4][5] - Tencent has upgraded its large model research architecture, establishing new departments to enhance its AI capabilities, with a former OpenAI researcher appointed as chief AI scientist [7][8] - Xiaomi's new model, MiMo-V2-Flash, was launched by "genius girl" Luo Fuli, achieving a top 2 ranking among global open-source models [12] - MiniMax and Zhiyu have passed the Hong Kong Stock Exchange hearing, aiming to become the first publicly listed large model companies [21][22] - Neta Auto has established a new company named "Qianhe Auto" for restructuring purposes amid financial difficulties [24][25] - OPPO's executive shared a humorous experience of meeting a fan while undergoing dental surgery, highlighting the company's engagement with consumers [27][28] - Meta is planning layoffs in its metaverse department, reallocating resources towards AI smart glasses due to better market performance [44][45] - BYD has commenced comprehensive testing of its L3 autonomous driving technology, having completed over 150,000 kilometers of road validation [34] - Xiaomi plans to invest approximately 400 billion yuan in R&D in 2026, as part of a larger 2 trillion yuan investment over the next five years [40][41] - iRobot has entered bankruptcy and is being acquired by its main manufacturer, Sunkwan Group, which will retain the iRobot brand and continue operations in China [39][40]