习近平总书记强调："以科技创新为引领、以实体经济为根基，坚持全面推进传统产业转型升级、积极 发展新兴产业、超前布局未来产业并举，加快建设现代化产业体系。" 小数增长、进位，进而带来整数的增长，数学运算法则蕴含着聚沙成塔的道理。1至5月，规模以上高技 术制造业增加值同比增长9.5%，高于规上工业增加值增速。数据背后是企业加大研发投入，各方提供 产学研支持，助力科技创新事业实现整体进步，让中国经济成功"进位"。 本版今起推出"小数点里看创新"系列报道，从一个个细分数据出发，观察高技术制造业创新链和产业链 怎样对接，企业如何顺势而为，做好产品，实现自身与行业共成长。 ——编 者 177.4% 5月，智能车载设备制造增加值同比增长29.5%；1至4月，智能车载设备制造利润同比增长177.4%。 时间：周一早上7时15分 天气：雨 坐进驾驶位，系好安全带，家住上海市长宁区娄山关路的上班族黄娉娉看了眼时间，赶忙启动车子出 发。早高峰、下雨天，送完孩子帅帅还要上班，时间得抓紧点。 "小奇小奇，导航到公司，途经帅帅学校，躲避拥堵，选择最快路线，同时打开英语单词朗读。"一边起 步，黄娉娉一边用语音对车机下达指令。 "好的，已为 ...

Core Insights - The article discusses the contrasting fortunes of two humanoid robot companies, Ubiquity Robotics and Zhiyuan Robotics, highlighting Ubiquity's struggles in meeting production targets and declining stock performance [2][3][10]. - It emphasizes the competitive landscape of the humanoid robot market, where newer entrants like Yushutech are gaining traction while Ubiquity is lagging behind [7][16]. Summary by Sections Ubiquity Robotics - Ubiquity Robotics has faced significant downgrades in projected shipment volumes for 2025 and 2026, with estimates reduced from 500 to 300 units [2]. - The delays in product delivery, particularly the Walker S1 robots, have raised concerns about the company's operational capabilities [2]. - Ubiquity's stock has seen a dramatic decline from a peak of 328 HKD to 77.1 HKD, indicating a loss of investor confidence [3]. Zhiyuan Robotics - Zhiyuan Robotics has successfully completed a significant acquisition, obtaining 66.99% of the shares of Shangwei New Materials for approximately 2.1 billion CNY, which has positively impacted its market perception [10]. - The company is leveraging a "high-profile" development strategy, focusing on extensive partnerships and investments across the humanoid robotics supply chain [13]. - Zhiyuan's ecosystem includes over 30 listed companies and nearly 10 non-listed companies, showcasing a robust network in the industry [13]. Market Dynamics - The humanoid robot market is becoming increasingly competitive, with companies like Yushutech and Zhiyuan Robotics making substantial gains while Ubiquity struggles [7][16]. - The article notes that the core supply chain companies are expected to benefit from the ongoing humanoid robot trend, as highlighted in reports from Morgan Stanley and Goldman Sachs [8]. - The overall sentiment in the market is cautious, with many companies facing challenges in achieving commercial viability and scaling their operations [16].

Core Viewpoint - The article discusses the phenomenon of Chinese automotive brands creating models that closely resemble luxury vehicles, highlighting the success of Xiaomi's SU7 and YU7 as examples of this trend, which is referred to as "luxury car alternatives" [1][2]. Group 1: Market Performance - Xiaomi's SU7 has become a best-selling model in the mid-to-large sedan category, while the newly launched YU7 has surpassed it in popularity, achieving over 240,000 orders within 18 hours [1]. - The competitive landscape is intensifying, with various domestic brands launching models that mimic luxury designs, such as Lynk & Co's Z10 and 900, which have seen varying sales performance [2]. Group 2: Legal and Ethical Considerations - Historical cases of design infringement in the automotive industry show that legal definitions of infringement can be ambiguous, as seen in the outcomes of cases involving Double Ring and Zotye [3][4]. - The article notes that while some companies have faced legal challenges for design similarities, many cases have not resulted in significant consequences, indicating a lenient environment for design imitation [4]. Group 3: Industry Evolution - The automotive industry has a history of "copying" as a means of development, but the article emphasizes that Chinese manufacturers have moved beyond this phase and are now focusing on innovation and self-development [5]. - Despite the current trend of imitating luxury designs, the article warns that relying solely on imitation could hinder the long-term growth and global competitiveness of Chinese automotive brands [5].

摘要 蜂巢2.3GWh半固态产线已经建成，将为宝马Mini的下一代车型独家供货。 锂电池领域的竞争，正在摆脱过去几年单纯的产能比拼，向更稳健务实可持续的方向转变。 在 7 月 10 日于南京举办的 2025 全球合作伙伴峰会上， 蜂巢能源董事长兼 CEO 杨红新分享了他的判断：随着汽车行业深陷 " 价换量 " 困局、产 业链利润空间被持续压缩，单纯的产能竞赛已走到尽头。 如今， 行业竞争正步入一个围绕技术、生态与综合价值展开的 " 下半场 " ，这不仅是对企业生存能力的考验，更是对其战略定力、技术深度与全球 化能力的综合牌局。 面对这一趋势，蜂巢能源主动求变，发布了以高质量发展为核心的全新 " 领蜂 2030" 战略。 该战略摒弃了单一的规模导向，对业务与市场结构进行 了精准重塑。 杨红新对此总结道： " 未来几年，蜂巢能源要牢牢聚焦动力领域，持续打磨技术、提升品质；同时要精耕储能市场，抓住能源革命的机遇，把储能业 务打造成新的增长极；更要敢于开拓新兴赛道，以创新姿态探索未来产业的可能性。 " 这一系列清晰的战略调整，已迅速获得了市场的积极回响。在峰会上，蜂巢能源为新的战略蓝图给出了明确的交付目标 —— 20 ...

Core Viewpoint - The rise of "big brand alternatives" in the Chinese automotive market, exemplified by models like Xiaomi's SU7 and YU7, raises concerns about the potential regression of the industry towards imitation rather than innovation [1][5]. Group 1: Market Trends - Xiaomi's SU7 has become a phenomenon, securing the top sales position in the mid-to-large sedan category within a year, while the YU7 has surpassed it with over 240,000 orders in just 18 hours [1]. - The trend of creating "luxury car alternatives" is becoming a significant strategy for automakers in a highly competitive market, where original design requires substantial investment [1][2]. - The Zeekr 9X SUV received significant attention at the Shanghai Auto Show, with 10,000 pre-orders in just 2 hours, indicating strong market interest in domestic alternatives [2]. Group 2: Legal and Ethical Considerations - Historical cases of design infringement in the automotive industry show that legal definitions of imitation are often ambiguous, with several high-profile cases resulting in no penalties for alleged infringers [3]. - The protection period for design patents in China is 15 years, which can impact the longevity of claims against design similarities [3]. Group 3: Industry Evolution - The Chinese automotive industry has made significant strides in moving away from a reliance on imitation, with domestic brands capturing nearly 70% of the market share and China being the largest automobile exporter for two consecutive years [5]. - The resurgence of "copycat" incidents poses risks to the long-term development of the industry and could hinder the global competitiveness of Chinese automakers [5].

Core Insights - The rise of AI, exemplified by DeepSeek, presents a significant opportunity for value reassessment in China and a reshuffling of urban dynamics in the country [1][2] National Strategy - The Chinese government proposed a "three-step" strategy for AI development in 2017, aiming for a core industry scale of 1.5 trillion yuan by 2020, 4 trillion yuan by 2025, and 10 trillion yuan by 2030 [3] - As of September 2024, the core AI industry scale in China has reached nearly 600 billion yuan, surpassing the 2025 target by 150% [3][4] City Comparisons - Beijing is the undisputed leader in AI, holding over 30% of national resources in talent, patents, enterprises, and financing, with a core industry scale of 300 billion yuan, accounting for half of the national total [5][6] - Shanghai has established itself as a hub for integrated circuit industries and AI chip companies, focusing on the "chip" aspect of AI, while also leading in computing power infrastructure [10][12] - Shenzhen ranks third in AI-related enterprises, with a strong manufacturing base and major tech giants like Huawei and Tencent driving innovation and ecosystem development [12][15][16] - Hangzhou is emerging as a disruptor in the AI space, particularly with the launch of DeepSeek-R1, which has significantly impacted the global AI landscape [18][19][21] Emerging Players - The "Six Little Dragons" from Hangzhou, including DeepSeek and Yushu Technology, are gaining attention for their innovative AI solutions and market share [19][20] - Zhejiang University has contributed significantly to AI research, ranking just behind Tsinghua and Peking University in terms of AI publication output [20] Competitive Landscape - Other cities like Guangzhou, Suzhou, Hefei, and Xi'an are also exploring unique pathways to develop their AI industries, highlighting the competitive nature of China's economic landscape [23][24]

出品丨虎嗅汽车组 作者丨肖漫 头图丨极氪科技集团CEO安聪慧，来源视觉中国 极氪再次对豪华市场发起冲击。 近日，极氪在为旗舰 SUV 车型 9X 的技术发布会上，解释了他们要如何用这款车与问界、理想、BBA，甚至是劳斯莱斯库里南、揽胜路虎 等对手竞争。 的确，极氪 9X 在三电、电气架构、底盘和辅助驾驶上都用了吉利目前能做到的最好的技术，是吉利近几年技术积累的集大成者。 不过，极氪能否真正突破品牌认知的天花板，背后还有一系列挑战。极氪9X或许只是开始，背后更值得关注的，是这个品牌以技术为导、 以豪华为纲的战略升级，能否撬动豪华车市场的主流认知，真正带领极氪迈入下一个品牌阶段。 本期车圈脉动将聚焦极氪高端化战略，分析极氪的豪华野心及其现实难题。 【极氪9X，上足猛料】 极氪为 9X 自研了极氪浩瀚-S 超级电混架构，涵盖超级电混、数字底盘、安全盔甲和智能辅助驾驶四个层面。 【竞品一览】 补能方面，极氪9X采用全栈 900V 高压架构，配备70kWh 6C 混动电池，CLTC 纯电续航达 380km，0-80%充电只需九分钟。 搭载了库里南、揽胜路虎等豪华车相同的硬件配置，例如闭式双腔空气悬架、双阀 CCD 电磁 ...

Group 1: Industry Trends - The 7th Global Automotive Technology Development Leaders Summit highlighted the industry's focus on electrification, intelligence, software integration, and low-carbon development [3] - Key discussions included the evolution of intelligent driving technology, multi-innovation in new energy power, deep integration of AI models and data elements, and carbon management pathways under dual carbon goals [3][4] - The automotive industry is increasingly viewed as a computing robot or technological entity, necessitating higher demands for chip capabilities in terms of computing power and safety [4] Group 2: Regulatory and Standardization Needs - There is a call for Chinese automotive companies to participate more in the formulation of international standards and regulations, particularly in the field of autonomous driving [3] - The International Organization of Motor Vehicle Manufacturers (OICA) emphasized the need for coordinated regulation that benefits companies across different countries [3] Group 3: Market Opportunities and Challenges - Chinese automotive companies are facing challenges in adapting to global regulatory requirements and diverse customer values in overseas markets, but there is significant growth potential [5] - The hybrid powertrain is identified as a key technology route in the new energy transition, with internal combustion engines remaining essential [5] Group 4: Technological Innovations - The development of intelligent cockpits is expected to evolve towards natural language interfaces, enhancing user interaction with vehicles [6] - Data-driven applications across the automotive industry are crucial for optimizing design, manufacturing quality control, and service diagnostics [7] Group 5: Future Directions - Huawei plans to pilot L3 autonomous driving technology this year, with ambitions for L4 scale commercialization by 2027 [7] - The automotive industry is experiencing a significant increase in computing power, which is essential for enhancing consumer experiences [9]

Core Insights - Zeekr is making a significant push into the luxury market with its flagship SUV model, the Zeekr 9X, aiming to compete with established brands like Aion, Li Auto, and even high-end models like Rolls-Royce Cullinan and Range Rover [2][4]. Technology and Features - The Zeekr 9X incorporates advanced technology, including the self-developed Zeekr Vast-S super hybrid architecture, which covers four key areas: super hybrid, digital chassis, safety features, and intelligent driving [6]. - It features a 900V high-voltage architecture with a 70kWh 6C hybrid battery, achieving a pure electric range of 380 km under CLTC standards, and can charge from 0-80% in just nine minutes [6]. - The vehicle is equipped with luxury hardware similar to that of competitors, such as closed double-chamber air suspension and active anti-roll bars, and utilizes an AI-driven intelligent chassis system for enhanced performance [6]. Competitive Landscape - The Zeekr 9X is positioned as a "hybrid all-rounder," challenging traditional luxury brands with its performance metrics (1400 horsepower, 240 km/h top speed) and advanced features (L3-level autonomous driving) [15]. - The pricing strategy for the Zeekr 9X is expected to range from 500,000 to 1,000,000 CNY, targeting the high-end market and competing directly with luxury brands [12][15]. Market Strategy and Challenges - The merger of Zeekr and Lynk & Co is seen as a strategic move to reduce operational burdens and allow Zeekr to focus on its upward brand strategy without competing in lower price segments [13]. - Zeekr's brand recognition is a significant challenge, as it is relatively new compared to established luxury brands, which have decades of market presence [16]. - The company aims to balance luxury positioning with sales targets, having set a goal of 320,000 units for the year, but only achieving 280,000 in the first half [16]. Future Outlook - The Zeekr 9X is set to begin pre-sales at the end of August, with official market launch and deliveries expected in the third quarter of 2025 [17]. - The company plans to achieve L3-level autonomous driving by 2025, contingent on regulatory support, and must ensure the reliability of this technology to build consumer trust [17].

Core Viewpoint - The solid-state battery technology is rapidly advancing, with major global automakers and battery manufacturers announcing timelines for vehicle integration, indicating a shift towards high-performance lithium batteries that offer both high energy density and safety [1][3][15]. Group 1: Industry Developments - Major automakers like BYD, Toyota, and Volkswagen are planning to implement solid-state batteries in their vehicles between 2025 and 2030, with various companies setting specific timelines for small-scale production and testing [3][4]. - CATL is transitioning from semi-solid to solid-state batteries, aiming for small-scale production by 2027, while other companies like Guoxuan High-Tech and EVE Energy have similar timelines for their solid-state battery projects [3][4]. Group 2: Technical Advantages - Solid-state batteries can achieve energy densities exceeding 500 Wh/kg, significantly higher than traditional lithium batteries, which are nearing their theoretical limits [2][3]. - The solid-state battery technology addresses safety concerns associated with liquid batteries, such as thermal runaway, making it suitable for applications in electric vehicles, robotics, and energy storage [1][2]. Group 3: Market Potential - The global demand for solid-state batteries is expected to grow, driven by the increasing penetration of electric vehicles and advancements in low-altitude economy and renewable energy sectors [5][15]. - The market for solid-state battery equipment is projected to increase from 5-6 billion CNY per GWh to 2.5 billion CNY per GWh by 2029, indicating a significant reduction in production costs as technology matures [8][9]. Group 4: Material Innovations - The development of solid-state batteries is leading to advancements in materials, with a shift from graphite to silicon-based anodes, which have a theoretical capacity ten times higher than graphite [13][14]. - New electrolyte materials, including polymer, oxide, and sulfide, are being explored, each with distinct advantages and challenges, contributing to the ongoing evolution of solid-state battery technology [10][11][12].