【导读】中移互联网、支付宝、华为联合签署AI+DC新通信战略合作协议，开启"通话即服 务"新时代 中国基金报记者 郭玟君 创新实践验证服务模式 AI生活助手 初具 雏形 中移互联网与支付宝在生活服务领域深度协作，率先通过"纯语音驱动+多模态协同"的AI生活 助手，在医疗健康场景已打通服务闭环。用户通过自然语音交互，不限终端品牌、无需下载A pp 、无需复杂操作，即可高效获取健康科普、智能分诊、报告解读、线上挂号等一站式服 务。 这一实践成功验证了"通话即服务"模式的技术可行性与用户价值，标志着综合性AI生活助手 已初具雏形。它不仅为用户提供了全新的服务获取方式，也为DC通话助理向更广泛的民生服 务领域拓展奠定了坚实基础，证明了语音作为核心交互手段，能够直接驱动服务闭环的巨大 潜力。 三方协同构建核心能力 赋能通话服务智能变革 本次合作汇聚了三方在各自领域的核心优势：中移互联网将依托中国移动覆盖全国的5G新通 话网络和庞大的用户基础，提供稳定可靠的通信保障和产品运营；支付宝将整合其丰富的数 字生活生态能力，联合打造智能化服务场景；华为将提供领先的通信技术解决方案与广泛的 终端适配支持。三方强强联合，旨在共同打造 ...

Core Viewpoint - The collaboration between China Mobile Internet, Alipay, and Huawei marks the beginning of a new era of "Communication as a Service," aiming to enhance the efficiency and convenience of communication and service experiences for users [1] Group 1: Innovation and Service Model - The AI life assistant, developed through deep collaboration between China Mobile Internet and Alipay, has successfully created a service loop in the healthcare sector, allowing users to access health-related services through natural voice interaction without the need for app downloads or complex operations [2] - This initiative validates the technical feasibility and user value of the "Communication as a Service" model, establishing a solid foundation for expanding DC call assistants into broader public service areas [2] Group 2: Collaborative Strengths - The partnership leverages the core strengths of each company: China Mobile Internet provides a reliable communication network and user base, Alipay integrates its digital lifestyle capabilities, and Huawei offers advanced communication technology solutions [3] - The upgraded DC call assistant enhances user interaction and security, enabling seamless voice interactions and direct completion of tasks during calls, thus ensuring a higher level of security for user data [3] Group 3: Terminal Ecosystem Development - China Mobile is the first operator globally to invest in commercial 5G new call DC construction, having completed nationwide network upgrades, with over 70 terminal types expected to support DC call assistant functions by the end of 2025 [4] Group 4: Industry Transformation - The AI call assistant represents not just a technological upgrade but a shift in communication philosophy from a connection-centric model to a service-oriented intelligent platform [5] - The collaboration aims to accelerate technology validation and expand service applications beyond healthcare to areas such as smart travel, digital culture and tourism, government consulting, and utility payments, contributing to the development of an inclusive digital society [5]

Core Insights - The article emphasizes the importance of focusing on core technologies and allowing innovation to grow naturally, rather than chasing short-term speculative trends [1][20] - It advocates for a strategic approach of gradual value creation instead of aggressive expansion in the manufacturing sector, which is referred to as "returning to the essence and opening up new paths" [1][21] Group 1: Transformation and Innovation - Many small and medium-sized enterprises in Guangdong are embarking on a journey of transformation and innovation, returning to the essence of manufacturing and achieving breakthroughs in technology and application scenarios [2] - New Shengshi's chairman, Lu Qirong, has focused on lean manufacturing, smart transformation, and technology research and development, leading the company to become a champion in the ceiling fan industry [7] - The transition from ceiling fans to drones illustrates a significant technological migration, combining existing motor technology and manufacturing processes with new applications in three-dimensional space [7][8] Group 2: Strategic Philosophy - The article discusses the dual wisdom of "returning" in the context of strategic philosophy, emphasizing the need to maintain independent judgment amidst mainstream trends and to return to the essence of technology for new growth points [5][19] - The concept of "creating a new demand" through innovative breakthroughs, rather than incremental improvements, is highlighted as a key to achieving significant market differentiation [14] Group 3: Brand and Market Positioning - The article points out that even high-quality products may struggle to gain market recognition if their brand positioning lags behind, indicating a common shortcoming in Chinese manufacturing [17] - New Shengshi's architectural design reflects a systematic approach to brand image construction, integrating philosophical thought and aesthetic pursuit into the manufacturing process [17] Group 4: Open Innovation and Collaboration - The article stresses that true innovation efficiency comes from resource integration rather than isolated research and development, citing Apple's model of global resource integration as a successful example [11] - The promotion of mutual cooperation among small and medium-sized enterprises is seen as a way to optimize costs and accelerate innovation cycles, allowing more companies to participate in high-tech product development [12]

Core Viewpoint - Lantu's new flagship sedan, Zhaiguang L, was officially launched on December 10, 2025, featuring Huawei's advanced driving system and a price range of 279,900 to 309,900 yuan [1][4] Group 1: Company Achievements - Lantu has achieved a total production of over 300,000 vehicles and recorded a monthly delivery exceeding 20,000 units for the first time in November 2025 [3][5] - The company ranks among the top two in sales among brands collaborating with Huawei's advanced driving technology [3][5] - Lantu's vehicles have accumulated 145 million kilometers of assisted driving, successfully avoiding nearly 40,000 potential collisions and completing over 6.04 million automated parking maneuvers [3][5] Group 2: Vehicle Specifications - The Zhaiguang L is equipped with a 63 kWh large-capacity ternary lithium battery and utilizes an 800V plug-in hybrid platform, achieving a pure electric range of 410 kilometers under CLTC standards and a maximum comprehensive range of 1,400 kilometers [3][5] - The vehicle supports 800V 5C super fast charging technology, allowing the battery to charge from 20% to 80% in just 12 minutes [3][5] - The Zhaiguang L features a dual-motor all-wheel-drive system with a 0-100 km/h acceleration time of 4.8 seconds [3][5] Group 3: Intelligent Features and Design - The vehicle comes standard with Huawei's advanced driving system ADS 4 and HarmonyOS cockpit 5.1, providing a high-level intelligent driving experience and smooth human-machine interaction [4][5] - Exterior color options include two dual-tone choices: Jinluan Red and Jinyao Black, along with several single-color options [4][5] - Interior color schemes are available in Danxia Red, Daomi White, and Yanshan Gray [4][5] Group 4: Technical Specifications - The vehicle dimensions are 5125 mm × 1985 mm × 1522 mm or 1505 mm, with a wheelbase of 3010 mm [6] - The powertrain consists of a 1.5T engine and dual motors, with the engine producing a maximum power of 110 kW, and the front and rear motors producing 150 kW and 230 kW, respectively [6] - The WLTC fuel consumption is rated at 5.67 liters per 100 kilometers [6]

Core Viewpoint - The launch of the Lantu Zhaiguang L marks a significant milestone in the high-end luxury sedan market, showcasing advanced technology and cultural confidence, aiming to set a new benchmark for Chinese luxury vehicles [3][5]. Group 1: Product Features and Innovations - The Lantu Zhaiguang L features cutting-edge 800V intelligent hybrid technology, achieving a pure electric range of 410 km and a fast charging capability that allows charging from 20% to 80% in just 12 minutes [6]. - The vehicle boasts a maximum thermal efficiency of 45.18% and a fuel consumption of 4.9L/100km, establishing a new standard for energy efficiency in mid-to-large hybrid sedans [6]. - The interior design emphasizes luxury with a spacious 4.2 m² cabin area, a panoramic sunroof, and high-quality materials, providing a premium experience for all passengers [7][8]. Group 2: Safety and Smart Technology - The Lantu Zhaiguang L integrates Huawei's smart ecosystem, enhancing safety with a robust structure and advanced battery technology that exceeds national safety standards [10][11]. - The vehicle includes a comprehensive collision avoidance system capable of preventing potential accidents at speeds up to 130 km/h, significantly reducing collision risks for users [11]. - The car's intelligent features include a self-adjusting suspension system and a smart four-wheel drive, ensuring optimal driving performance across various conditions [12]. Group 3: Market Position and Sales Performance - In November 2025, Lantu achieved a monthly delivery of over 20,000 units, marking an 84% year-on-year increase and solidifying its position in the high-end electric vehicle market [3]. - The Zhaiguang L is positioned as the final piece of Lantu's flagship lineup, reinforcing the brand's commitment to high-end electric vehicles and its competitive stance in the market [3][5]. Group 4: Pricing and Customer Benefits - The starting price of the Lantu Zhaiguang L is set between 279,900 and 309,900 yuan, accompanied by significant customer benefits including a lifetime warranty on key components and three years of interest-free financing [13].

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The rapid development of artificial intelligence is profoundly changing production and lifestyle, driving the upgrade of 5G core networks to AI core networks. Leading operators are actively practicing the commercial monetization of 5G-A intelligent core networks and considering the evolution towards an intelligent native Agentic Core [7][21] - The report identifies six major trends in the evolution of core networks, which have generated significant impact in the industry [7] Summary by Sections Trend One: Experience Management - The exploration of experience management for commercial monetization is beginning to show results, with operators enhancing operational capabilities through intelligence. Over 60% of users are willing to pay for better experiences, making experience rights a core competitive trend for operators [9][30] - Leading operators are exploring how to convert network experience into profitable rights products, combining high-end packages with scenario-based acceleration services to enhance user loyalty and open new revenue channels [30][31] Trend Two: AI Calling - AI Calling helps operators build an exceptional basic calling experience, evolving from voice assistants to multi-modal general assistants, thus seizing the AI business entry point. Operators are leveraging their unique advantages, such as a large user base and trusted numbering systems, to create differentiated competitive barriers [10][60] - The integration of AI capabilities into the entire calling process is key to enhancing user stickiness and stabilizing average call duration [57][61] Trend Three: Autonomous Network Level 4 (AN L4) - AN L4 has become an industry consensus, with network stability and operational efficiency being core strategic goals for operators. The TM Forum has designated 2025 as the commercial year for AN L4, with leading operators beginning to formulate their strategies [11][69] - The introduction of "digital employees" based on intelligent agent technology is playing a crucial role in complaint handling and alarm processing workflows [11] Trend Four: Intelligent Private Networks - The evolution of 5G-A connectivity capabilities is accelerating the development of intelligent private networks, which serve as accelerators for digital transformation across various industries. The integration of AI capabilities into connectivity is essential for building a robust foundation for enterprise AI applications [12] Trend Five: Collaborative Network Operations - The integration of communication, sensing, and computing capabilities is expected to release suppressed traffic and activate intelligent computing services. The report highlights the growing demand for high-definition video and the need for operators to enhance their network capabilities to meet this demand [13] Trend Six: Telecom Cloud Evolution - The telecom cloud is evolving from traditional cloud infrastructure to AI-native infrastructure, enabling operators to transition from "connectivity pipelines" to "connectivity + intelligent computing." This evolution is crucial for supporting the comprehensive intelligence of operator networks [14] Trend Seven: Agentic Core - The trend of agentification in AI terminals and services is driving the agentification of network architecture, enhancing differentiated connectivity capabilities and creating new business paradigms for on-demand network usage. The global digital services market based on agentified networks is projected to exceed $2.5 trillion by 2030 [15]

近年来，基于扩散的视频生成模型的最新进展极大地提高了视频编辑的真实感和可控性。然而，文字驱动的视频对象移除添加依然面临巨大挑战： 不仅需要精准定位目标对象，还要同时保持背景连续性、时序一致性以及语义匹配。 现有大多数方法在推理时必须依赖用户提供的掩码或参考帧来确定编辑区域，这不仅增加了使用门槛，也限制了模型在真实场景中的实用性和泛化能力。 为了解决上述难题，清华&华为&中科大团队提出LoVoRA（Learnable Object-aware Localization for Video Object Removal and Addition）——一个真正意义 上文本驱动、无需掩码和参考帧的视频对象移除与添加框架。 LoVoRA 能够仅凭文本提示精准定位编辑区域，并进行时序一致、背景自然的视频编辑，无需任何人工掩码或外部控制信号。大量实验和用户评测表明， LoVoRA 在编辑质量、背景一致性、时序稳定性等指标上均优于现有基线方法。 数据集构建 然而，它们仍然存在一些局限性：低空间和时间分辨率；由逐帧生成引起的背景不一致；以及对象添加和移除场景的覆盖范围有限。 为了克服这些问题，团队构建了一个高质量的数据集，专门 ...

提起中国的通信企业，很多人都知道华为和中兴。 然而，在上世纪90年代，有一家通信公司——巨龙通信，它才是当时中国通信行业的领导者，华为、中兴也只能排在它身后。 1990年之前，国内的通信技术十分落后，高端通信设备几乎全靠进口，通信市场被日本、美国、瑞典、法国等七国企业垄断。 他们甚至还断言：到20世纪结束，中国都研发不出大容量程控交换机。 谁也没有料到，几年后，一个叫邬江兴的人，也就是后来巨龙通信的董事长，就成功研发出了HJD04机——国内首个自主研发的大容量程控交换机。 巨龙通信04机的成功面世，彻底改变了通信市场被垄断的局面，迅速成为了国内通信行业的领头羊。 如流星般出现的巨龙，成为了当初的民族之光。 令人遗憾的是，巨龙的辉煌并没有延续太久，没过几年，它就被华为、中兴等一众后来者赶超，直到新世纪到来之后，彻底消失在了大众视野中。 这期间到底发生了什么，让这条巨龙从浪潮之巅，沉入到深海里？ 01 "上帝留下的最后一块蛋糕" 当时流传着一段顺口溜，描述外商来中国考察的情况：一问电话二问路，第三才是谈项目。 还有这么一件真事：澳大利亚外商到国内考察后，需要打国际长途回总部汇报，但那会儿我国至澳大利亚还没有国际电 ...

据称，此次合作标志着三方将深化AI+5G新通话DC生态场景的联合创新，推动传统通话向智能化、服 务化方向演进，为用户带来更高效、便捷的通信与服务体验。 北京商报讯(记者陶凤王天逸)12月10日，华为宣布，为推进AI新通信生态繁荣，中移互联网有限公司、 支付宝(杭州)数字服务技术有限公司及华为技术有限公司正式签署合作协议，共同开启"通话即服务"的 智能化通信新时代。 ...

Core Points - The first Export Day event in Mali was held on December 7, 2023, in Bamako, aimed at strengthening Mali's economic ties with international markets [1] - The event featured 51 local Malian companies showcasing a diverse range of products, highlighting the richness of local offerings [1] - Chinese companies, including Ganfeng Lithium, Huawei Technologies, Renfu Pharmaceutical, and Mali Bonajihua, participated to demonstrate advanced products and solutions in lithium mining, clean energy, healthcare, and consumer goods manufacturing [1] - The participation of Chinese enterprises reflects the depth and breadth of practical cooperation between China and Mali [1] - The Export Day provided a platform for direct communication between businesses from both countries, facilitating cooperation and injecting new momentum into the China-Mali economic and trade relationship [1]