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Core Viewpoint - The domestic lithium carbonate prices in China are experiencing a rebound due to various factors, including the impact of "anti-involution" and the challenges faced by lithium mining companies in Jiangxi regarding certification renewals [1][8]. Industry Hot News - Toyota's battery subsidiary, Prime Planet Energy & Solutions, announced a new battery plant in Dalian, China, with an investment of 3.7 billion yuan, although the production timeline is not disclosed [3]. - Zimbabwe's Kuvimba Mining House plans to start construction of a lithium processing plant with an investment of 270 million USD, expected to be operational by early 2027 [4]. - Honeycomb Energy aims to trial production of its first-generation semi-solid battery on a 2.3 GWh production line in Q4 2025, targeting large-scale supply by 2027 [5]. - LG Energy Solution and Toyota Tsusho established a joint venture in the U.S. for battery recycling, planning to process 13,500 tons of battery waste annually by 2026 [6]. Lithium Market Overview - Domestic lithium carbonate prices are rebounding, with battery-grade prices ranging from 71,000 to 72,000 yuan per ton as of July 24 [9][8]. - The three-material market is showing weak performance, with some manufacturers reducing production by nearly 20% in July [10]. - Phosphate lithium prices have slightly increased, but demand remains stable, with companies like Longpan Technology and Fengyuan Co. still reporting losses [11]. - Negative electrode material prices have seen a decline of around 500 yuan per ton, with production levels expected to remain stable or slightly increase in August [13]. - The electrolyte market is experiencing slight price drops, with competitive pressures limiting potential price increases despite rising lithium carbonate prices [15]. Battery Market Overview - The domestic battery market prices are stable, with August orders expected to be similar to July, and battery manufacturers are focusing on volume rather than price [16]. - The weekly sales of new energy vehicles showed a year-on-year decline, with total sales of 368,000 units, a decrease of 2.90% [17]. - The storage battery prices have slightly increased, with significant shipments from Huawei, particularly in the Philippines [18].

Core Viewpoint - Li Ka-shing's recent business decision to sell his port empire to BlackRock for $22.8 billion has been perceived as a significant miscalculation, leading to backlash from both the U.S. and China, indicating a shift in the business landscape where political alignment is crucial [1][3][35] Group 1: Business Decision and Market Reaction - Li Ka-shing's sale involves 43 international ports across 23 countries, which are critical to global shipping and trade, particularly for China [3][5] - The timing of the sale coincides with heightened tensions in U.S.-China relations, leading to severe repercussions from China, including a rapid response from regulatory bodies [7][9] - Following the announcement, companies like COSCO Shipping and China Merchants Port halted cooperation with Li's ports, resulting in a 45% drop in cargo volume for his logistics operations [9][12] Group 2: Shift in Business Landscape - The era of "capital without borders" that benefited Li Ka-shing is ending, as geopolitical factors now heavily influence business decisions [12][26] - Control over critical infrastructure is increasingly viewed as a national security issue, making it essential for businesses to align with national interests [14][28] - The contrasting paths of Huawei and Li Ka-shing illustrate the importance of technological innovation and national loyalty in today's business environment [18][22] Group 3: Warnings for Future Entrepreneurs - The failure of Li Ka-shing serves as a warning that political alignment will be a necessary aspect of business survival moving forward [26][28] - Core technology and innovation are becoming more critical than capital manipulation in determining a company's fate [28][31] - The concept of "capital with a homeland" is emerging as a more viable strategy compared to "capital without borders," emphasizing the need for businesses to have national support [33][35]

鸿蒙生态的扩张脚步一直没有放慢。7月24日，华为常务董事、终端BG董事长余承东透露，目前搭载 HarmonyOS 5（鸿蒙5）的设备已有40多款，系统功能增加260多个，开发者提交版本数超过28万个，鸿 蒙应用及元服务超过3万个。 被称作"纯血"鸿蒙的鸿蒙5已经在更多的华为新品上落地。 今年5月，除了nova14手机外，鸿蒙操作系统也首次在电脑端正式发布。而在今年刚开年，华为便对外 宣布，手机、平板、穿戴新品都将出厂默认搭载原生鸿蒙操作系统，且越来越多的旧款产品也将逐步完 成原生鸿蒙升级。此外，余承东还在今年1月的内部信中鼓励华为员工使用原生鸿蒙，"我们要一鼓作气 突破临界点，原生鸿蒙用户挑战亿级。我们号召全体员工率先使用原生鸿蒙，'自己的降落伞自己先 跳'，发现问题、解决问题，做鸿蒙的先锋共建者。" 据记者了解，鸿蒙操作系统立项于2015年，2019年正式对外发布，2024年8月华为首次对外提及鸿蒙5的 存在，并随后启动鸿蒙原生应用开发，因为不再依赖Unix和Linux内核也不再兼容安卓，这一版本的鸿 蒙也被外界称作"纯血"鸿蒙。2024年10月，鸿蒙5正式面向用户开始公测，今年3月鸿蒙5正式上线，今 年6 ...

7月24日，京东在杭州萧山机场T4航站楼开启"京东充电宝夏日换新局"活动，为机场旅客带来免费更换 3C认证充电宝的机会。活动现场来自全国乃至世界各地的旅客纷纷展示手中不同品牌的充电宝新品， 工作人员则通过活动规则讲解和活动引导，让在场旅客快速解决"燃眉之急"，现场气氛火热，更有不少 旅客拍照打卡，在社交媒体上引发众多网友热议。 针对众多旅客旅途中的充电需求，京东携手华为、小米、倍思、米物、图拉斯、公牛、vivo、OPPO、 品胜、摩米士、黑鲨、睿量、酷态科、贝尔金、绿联等十余家知名品牌，通过"京东充电宝夏日换新 局"，在杭州萧山机场向旅客免费发放3C认证充电宝，为即将出行的旅客增添一份安心保障。 在活动现场，凡是持有机票并携带闲置充电宝的旅客，或能提供京东充电宝购买记录的消费者，均可参 与现场互动活动，免费领取新款3C认证充电宝1个，这一实在举措也引发了萧山机场现场旅客的热烈反 响，展台前打卡的群众络绎不绝。而对于未能领取到免费充电宝的旅客，京东也提供了充电宝专属9.5 折线上购的优惠权益，让更多旅客能低价换新。旅客完成互动后还能抽取手机防水袋、编织袋、充气颈 枕等实用好礼，让众多旅客纷纷点赞。 "这次出门忘 ...

Core Insights - The first "HarmonyOS Ecological Classroom: Campus Innovation Camp" was successfully held at Xi'an Jiaotong University, featuring a 5-day program focused on HarmonyOS theory and practical application development [1] - The event attracted 124 campus developers from 12 universities, with 85% being students from computer-related majors, indicating strong interest in HarmonyOS development [1][4] - A total of 22 courses were offered during the event, covering essential knowledge from ArkTs basic syntax to core service development, resulting in the creation of over 20 innovative HarmonyOS application demos [4] Group 1 - The innovative teaching format combined theory and practice, allowing students to interact with smart devices and gain hands-on experience in HarmonyOS application development [1] - The event featured participation from Huawei, training institutions, and universities, establishing a new model for talent cultivation in HarmonyOS development [4][9] - 39 campus developers achieved HarmonyOS application developer certification, enhancing their employability prospects [4] Group 2 - The event included a comprehensive presentation of HarmonyOS PC, showcasing the latest devices like HUAWEI MateBook Fold and HUAWEI MateBook Pro, providing students with an immersive experience [5][6] - A notable highlight was the participation of an international student from Cameroon, who became the first African developer to obtain HarmonyOS application developer certification, marking the expansion of the HarmonyOS ecosystem overseas [7][8] - Huawei has engaged over 400 universities in HarmonyOS talent cultivation, with more than 280 industry-academic cooperation projects and over 200,000 students learning HarmonyOS development skills [9] Group 3 - To further encourage developer participation, Huawei launched the 2025 HarmonyOS Innovation Competition, offering nearly 10 million in total prizes and special awards for university students [9][10] - This initiative aims to foster collaboration between industry and education, accelerating talent development in the HarmonyOS ecosystem [10]

Core Insights - The article highlights the emergence of "dark factories" in China, specifically the 5G-A smart dark factory developed by China Unicom, Gree, and Huawei, which has won the GSMA GLOMO award for best mobile internet economic innovation [1][3] - The concept of a "dark factory" refers to an intelligent manufacturing environment where all processes from raw materials to finished products occur without human presence, marking a significant transformation in the manufacturing industry [3][5] Group 1: Technological Advancements - The 5G-A smart dark factory in Zhuhai Gree has achieved an impressive production efficiency increase of 86%, with an annual output of 12 million split air conditioners and zero defects [5] - Huawei's deterministic IP network solution addresses the challenges of traditional industrial control systems, providing end-to-end guaranteed latency and enabling remote centralized monitoring across industrial parks [5][6] - The deterministic IP network solution includes three core technologies: periodic forwarding, resource reservation, and path planning, ensuring low latency of less than 30 microseconds [5][6] Group 2: Practical Applications - The collaboration between Huawei, China Unicom, and Gree has resulted in a fully connected equipment environment, intelligent logistics, and comprehensive quality inspection in the Zhuhai factory [7] - In Chongqing, the Changan Automobile factory, developed in partnership with Huawei and China Unicom, is now Asia's largest "dark factory," capable of producing 280,000 vehicles annually with a new car rolling off the line every 60 seconds [7][9] - The integration of over 12,000 devices into a digital production platform has enabled a complete digital twin of the manufacturing process, showcasing the rapid advancement in smart manufacturing [9] Group 3: Workforce Transformation - The shift to smart factories is not about eliminating jobs but rather creating safer, more efficient, and higher-value roles, similar to how the automobile industry created new jobs when it replaced horse-drawn carriages [10][11] - New job roles such as AI trainers and digital twin engineers are emerging, with salaries reaching up to one million yuan, reflecting the changing landscape of employment in the manufacturing sector [10][11] - The ability to control machinery remotely, even from hundreds of kilometers away, allows for greater flexibility in factory locations and workforce management, emphasizing the importance of skilled workers who can utilize intelligent tools [10][11]

金十数据7月25日讯，7月23日下午，世界互联网大会人工智能发展与治理交流会在福建泉州举行。中国 国家互联网信息办公室副主任王京涛出席会议并介绍中国人工智能发展与治理情况。本次活动由世界互 联网大会主办，来自高通、IBM、诺基亚贝尔、华为、平安集团、百度、腾讯等50余家会员企业代表参 会。会议指出，中国高度重视人工智能的发展与安全。当前中国人工智能发展呈现积极有序发展的良好 态势。下一步将持续健全治理机制，统筹发展和安全，进一步推动人工智能向着有益、安全、公平的方 向健康有序发展。 世界互联网大会举行人工智能发展与治理交流会 ...

Group 1 - The estimated shipment volume of foldable phones is projected to reach 19.8 million units by 2025, with a penetration rate of approximately 1.6%, remaining stable compared to 2024 [1] - Although the growth rate has slowed compared to previous years, advancements in technology and price reductions are driving foldable phones to become a focal point in the mid-to-high-end market and a tool for brand differentiation [1] - Major manufacturers are accelerating the launch of new products and actively expanding their product lines and price ranges in preparation for a potential market explosion in 2026 [1] Group 2 - It is estimated that Blackwell will account for over 80% of NVIDIA's high-end GPU shipments in 2025, with the penetration rate of liquid cooling solutions continuing to rise [5] - The overall server market has stabilized recently, with ODMs focusing on the development of AI servers, and new Blackwell platform products are gradually being released [5]

Core Viewpoints - The restructuring of the industrial ecosystem through anti-involution is beneficial for sustainable profitability in various sectors [2][3] - Despite significant advancements in China's technology sector, market sentiment remains pessimistic, impacting the performance of tech stocks [2][5] - The Chinese manufacturing industry plays a crucial role in the global supply chain, with trade risks currently deemed manageable [2] Industry Insights - The current excessive internal competition in industries is hindering wealth accumulation and income growth, leading to layoffs and reduced innovation investment [3] - Legislative measures against unfair competition are being implemented, marking a shift towards a more regulated market environment [3] - The AI sector is experiencing rapid growth, with significant investments from global tech giants, indicating a strong future demand for AI-related infrastructure and applications [6][12] Investment Opportunities - The focus is on sectors aligned with new productive forces, particularly in technology and pharmaceuticals, which are expected to benefit from economic recovery [5][7] - The pharmaceutical sector is seen as having long-term investment value due to demographic trends and the potential for innovative drug development [7][13] - The technology sector's valuation is becoming attractive, especially in areas like AI and consumer electronics, as the market adjusts to new pricing realities [8][10] Macro Economic Context - The macroeconomic environment remains complex, with ongoing uncertainties in trade and economic fundamentals, leading to a focus on structural opportunities in high-performing sectors [10][15] - The Chinese asset market is gradually showing value, with expectations for improved profitability and market performance in the second half of the year [15] - The automotive industry in China is on the rise, with domestic brands gaining market share and expanding into higher-end segments [17] Sector-Specific Trends - The renewable energy sector is facing challenges due to overcapacity and competition, prompting a need for regulatory changes to foster healthier market conditions [16][18] - Companies with strong growth potential and competitive advantages are being prioritized for investment, particularly in sectors like automotive parts and electronics [19]