新华财经上海7月25日电 在2025世界人工智能大会（简称＂ WAIC 2025"）开幕前夕，上海阶跃星辰智 能科技有限公司25日发布了新一代基础大模型Step 3。阶跃星辰同时还联合国内多家芯片、平台厂商发 起成立"模芯生态创新联盟"，将通过推动模型和芯片产业链联合创新，加速大模型应用落地。 阶跃星辰专注于基础大模型的研发，持续推进模型的技术迭代。阶跃星辰创始人、首席执行官姜大昕表 示："随着大模型进入到强化学习发展阶段，新一代推理模型成为主流，模型性能的提升固然显著，但 这是否完全等同于模型价值？面对这一产业之问，我们必须回归客户需求，立足真实应用场景，探索大 模型创新落地的可行路径。这是我们研发新一代Step 3基础模型的出发点。" 随着大模型技术迈向推理时代，阶跃星辰提出，最适合实际应用的大模型需要满足强智能、低成本、可 开源和多模态四个特征。基于这样的研发理念，阶跃星辰打造了新一代基础模型Step 3，专为追求性能 与成本均衡的企业和开发者设计。阶跃星辰同时宣布Step 3将在7月31日面向全球企业和开发者开源， 为开源世界贡献多模态推理模型。 要让大模型真正能用起来，需要从模型、芯片、平台到应用的 ...

Core Viewpoint - The article discusses the recent controversy surrounding the 3,000 yuan subsidy for Huawei's Hongmeng Intelligent vehicles in various provinces, highlighting the implications of using government and industry association channels for promotional activities, which has led to perceptions of unfair competition and confusion among consumers [2][3][6]. Group 1: Subsidy Details - A 3,000 yuan cash subsidy was announced for consumers purchasing Hongmeng Intelligent vehicles priced at 200,000 yuan or above in Henan province, which was later followed by similar announcements in other regions [2][4]. - The total amount allocated for the subsidy in Henan was 6 million yuan for 2,000 vehicles, with the promotion being first-come, first-served [3]. - The subsidy was reportedly funded by Huawei itself, rather than being a government initiative, leading to confusion among consumers who believed it was a government-backed program [4][5]. Group 2: Reactions and Consequences - The subsidy program faced backlash from dealers of other brands and even some Hongmeng Intelligent dealers, who viewed the selective nature of the subsidy as unfair competition [3][5]. - Following scrutiny from relevant authorities, the subsidy program in Henan was called off, although some regions like Anhui and Hunan continued to offer the subsidy [3][6]. - The promotional activities were criticized for potentially undermining the neutrality of industry associations and creating market distortions, as consumers might be incentivized to travel to regions with subsidies [5][6]. Group 3: Market Context and Strategy - The push for subsidies is seen as a response to sales pressures faced by Hongmeng Intelligent, which has set an ambitious sales target of 1 million units by 2025, a 125% increase from the previous year's target [6][7]. - The article notes that the penetration rate of new energy vehicles in Henan is significantly higher than the average in central and western regions, with some cities exceeding 50% [7]. - The suspension of other local vehicle replacement subsidies has made the 3,000 yuan subsidy more attractive, as consumers face higher costs in regions without such incentives [8].

Core Insights - The emergence of a 5G-A smart "dark factory" in China, capable of producing 12 million air conditioners annually without any on-site workers, signifies a transformative shift in the manufacturing industry [1][3] - This factory, a collaboration between China Unicom, Gree, and Huawei, has been recognized globally, winning two prestigious awards at the 2025 Global Mobile Awards in Barcelona [1] Group 1: Smart Factory Concept - The "dark factory" concept represents a fully automated and intelligent production model, where operations from raw materials to finished products are conducted without human intervention [3] - Gree's Zhuhai factory exemplifies this model, achieving an annual production of 12 million split air conditioners with zero defects and an 86% increase in production efficiency [3] Group 2: Technological Innovations - Huawei's deterministic IP network solution addresses the challenges of traditional industrial control systems, ensuring low latency and stable control over production processes even across vast distances [3] - The integration of 5G-A networks, RedCap terminals, and management platforms in Gree's factory has led to comprehensive automation in equipment, logistics, and quality inspection [4] Group 3: Impact on Workforce - The rise of smart factories is reshaping job roles, with engineers operating robots earning up to one million annually, and workers being liberated from hazardous tasks [6] - The ability to control machinery remotely with minimal latency enhances productivity and allows skilled engineers to work from various locations, optimizing resource utilization [6] Group 4: Global Influence - The Chinese model of smart manufacturing is gaining international traction, showcasing the potential for factories to be located in areas with lower energy costs while maintaining high operational efficiency [6] - The emergence of new job opportunities, such as AI trainers and digital twin engineers, reflects the industry's evolution towards safer and more valuable employment [6]

Core Viewpoint - Huawei has successfully established itself as the leading brand in the Chinese tablet market, previously dominated by Apple, and has launched a new flagship tablet, the HUAWEI MatePad Pro 12.2 inches, to further solidify its position [2][8]. Product Launch - The HUAWEI MatePad Pro 12.2 inches was officially launched on July 24, featuring HarmonyOS 5 and upgraded creative tools [2][3]. - The tablet is equipped with a dual-layer OLED display and supports the new HUAWEI M-Pencil Pro, with pricing set at 3999 yuan for the 12GB+256GB version and 5099 yuan for the 12GB+512GB version [3]. User Experience Enhancement - Enhancing user experience is the core focus of Huawei's tablet upgrades, with features like intelligent split-screen and cross-device connectivity [4][6]. - The tablet supports various professional applications and offers AI-driven productivity tools, such as WPS Office with AI capabilities for document editing [5][6]. Market Position and Growth - Huawei surpassed Apple in Q4 2023 to become the top tablet brand in China, with a market share increase of 0.3 percentage points [8]. - In Q1 2023, Huawei's tablet shipments grew by 7% year-on-year to 2.3 million units, achieving a market share of approximately 26% [9]. Industry Trends - The overall tablet market in China is expected to grow, with a projected 19% year-on-year increase in tablet shipments [9][10]. - Local smartphone manufacturers, including Huawei, are gaining market dominance, putting pressure on international brands [9].

Core Viewpoint - The establishment of the "Model Core Ecological Innovation Alliance" by Step 3 in collaboration with nearly 10 chip manufacturers signifies a strategic move towards enhancing collaboration in the chip industry, particularly in the context of large models and chip innovation [1] Group 1: Alliance Formation - Step 3 has launched the "Model Core Ecological Innovation Alliance" with participation from major chip manufacturers including Huawei Ascend, Mu Xi, Tian Shu Zhi Xin, Sui Yuan Technology, Bi Ran Technology, Han Wu Ji, Mo Er Thread, Wu Wen Xin Qiong, and Silicon-based Flow [1] - The first batch of alliance members has begun adapting their technologies to support the Step 3 model, with Huawei Ascend being the first to achieve deployment and operation [1] Group 2: Industry Collaboration - Key figures from the domestic chip industry participated in a roundtable forum at the Step 3 model launch, discussing "Collaborative Innovation between Large Models and Chips" [1] - The forum featured prominent leaders such as Chen Weiliang from Mu Xi, Gai Lujian from Tian Shu Zhi Xin, Zhao Lidong from Sui Yuan Technology, and Zhang Wen from Bi Ran Technology, highlighting the importance of collaboration in driving innovation [1]

Group 1 - The core viewpoint of the news is the signing of 40 projects at the Qingpu New Town Development Conference, which aims to promote the integration of the Yangtze River Delta and support major strategic tasks such as the Hongqiao International Open Hub and the China International Import Expo [1] - Qingpu New Town covers an area of 91.1 square kilometers, accounting for 13% of Qingpu's land area, while generating 40% of the district's GDP and 65% of its industrial output above a designated size [3] - The development plan for Qingpu New Town focuses on the new generation of information technology industry, aiming to cultivate a trillion-level industrial cluster and build a complete industrial ecosystem centered around leading companies like Huawei [3] Group 2 - The "Beidou and low-altitude economy" will be a characteristic industry for the coordinated development of Qingpu New Town, supported by new generation information technology, and will integrate with high-end equipment manufacturing and modern logistics [3] - Qingpu New Town is strategically positioned to benefit from multiple national strategies, serving as an important space for regional linkage, urban-rural integration, and balanced living and working conditions [3] - During the 14th Five-Year Plan period, Qingpu New Town will enhance its diversified housing supply system, promoting rental housing and innovation spaces to provide low-cost, embedded industrial and innovation spaces for entrepreneurial talents [3]

Core Insights - On July 25, 40 projects were signed at the Shanghai Qingpu New City Development Conference, highlighting strategic partnerships with Shanghai University of Technology, China Telecom Shanghai, and Bank of Communications Shanghai Branch [1] - Huawei and the Qingpu District Government launched the "Yangtze River Delta AI+ Joint Innovation Center" collaboration, emphasizing the focus on technological innovation [1] Group 1: Strategic Development - Qingpu is leveraging major strategic tasks such as the integration of the Yangtze River Delta, the Hongqiao International Open Hub, and the China International Import Expo to advance the "Yangtze River Delta Innovation Hub" [5] - Qingpu New City aims to be the "first station" for enterprises entering Shanghai, positioning itself as a key player in regional development [5] Group 2: Economic Impact - Qingpu New City covers an area of 91.1 square kilometers, accounting for 13% of Qingpu's land but generating 40% of the district's GDP and 65% of its industrial output [10] - The development plan includes a focus on the new generation of information technology industries, aiming to cultivate a trillion-yuan industrial cluster centered around leading companies like Huawei [10] Group 3: Infrastructure and Services - The central business district, covering 6.5 square kilometers, is identified as the core area for development within Qingpu New City [10] - The "Qihuwoying" digital service platform was launched to streamline services for local enterprises, ensuring efficient management of business needs and fostering a supportive environment for industrial growth [11]

Investment Rating - The report indicates a positive investment outlook for the smart hardware industry, highlighting a recovery in investment activity and a shift towards later-stage investments [16][23]. Core Insights - The smart hardware sector is experiencing explosive growth driven by technological breakthroughs, market expansion, and industry collaboration, marking a transition from "function stacking" to "intelligent native" products [7][8]. - AI glasses have emerged as a focal point in the second quarter of 2025, with major companies like Xiaomi, Huawei, Lenovo, Google, and XREAL launching new products, leading to a significant increase in market shipments [7][10]. - The integration of AI technologies is enhancing the capabilities of smart hardware, allowing devices to evolve from passive tools to autonomous intelligent agents capable of perception, reasoning, and decision-making [8][22]. Summary by Sections Industry Overview - The smart hardware industry is transitioning to a new phase characterized by the integration of lightweight large models and edge computing, enabling devices to perform complex tasks such as image recognition and natural language processing [8]. - The Chinese smart glasses market saw a shipment of 494,000 units in Q1 2025, representing a year-on-year growth of 116.1%, with expectations to exceed 2.9 million units for the entire year [7][10]. Q2 Industry Policies - Various regional policies have been introduced to support the development of AI-driven smart hardware, including funding for research and production of AI computers, smartphones, and wearable devices [11]. Q2 Timeline - Significant financing events occurred in Q2 2025, including a $100 million round for Yunji Intelligent and a strategic financing of 200 million RMB for XREAL, aimed at advancing core technologies [12][14]. Investment Dynamics - The smart hardware sector saw a total of 41 financing cases in Q2 2025, with a total amount of 2.37 billion RMB, reflecting a 37% year-on-year increase [16]. - Investment preferences are shifting towards later-stage projects, with 66% of financing amounts directed towards B-round and strategic financing, indicating a focus on projects with established market potential [17][23]. Active Investors - A total of 18 investment institutions have participated in multiple financing rounds in 2025, with a notable interest in smart vehicle hardware and XR hardware [27][28]. Key Financing Events - Notable financing events include a 600 million RMB Pre-A round for Xinshijia in XR hardware and a 1.01 billion RMB D round for Moshizhineng in automotive smart hardware [29]. Smart Audio-Visual Hardware - The handheld smart imaging device market is projected to grow at a compound annual growth rate of approximately 12.9% from 2023 to 2027, reaching a market size of 59.2 billion RMB by 2027 [32][36]. - The rise of short video platforms is driving demand for consumer-grade panoramic cameras, with significant sales growth expected in this segment [33][43]. Company Spotlight: Photon Leap - Photon Leap, established in March 2025, focuses on AI-driven consumer imaging innovations and has completed a significant angel round of financing to enhance its AI imaging algorithms and prepare for product launch [47][51].

Group 1 - Shanghai Jiao Tong University President Ding Kuiling led a delegation to Huawei's headquarters, discussing talent cultivation and basic research [2] - A "Research and Technology Cooperation Agreement" was signed, building on over 20 years of collaboration between Shanghai Jiao Tong University and Huawei in fields like advanced optical technology and AI [2] - Huawei plans to support Shanghai Jiao Tong University in attracting top global talent and will provide a cloud computing platform to foster talent growth and ecosystem development [2] Group 2 - Huawei's ICT Academy collaborates with over 6,000 universities globally, training more than 500,000 students annually [2] - The university is expanding its enrollment by 150 undergraduate spots by 2025, focusing on emerging technologies like AI and integrated circuits [3] - Shanghai Jiao Tong University has developed 357 AI courses and is initiating 168 new AI courses along with 15 interdisciplinary AI micro-specialties [3] Group 3 - The establishment of the Forward-looking Higher Education Discipline Planning Institute aims to provide scientific and precise recommendations for universities to optimize their academic programs [4]

Core Insights - The joint testing by Dongchedi and CCTV revealed that Tesla's advanced driver-assistance systems (ADAS) rank in the "fourth tier," while Chinese automakers are leading in this technology [1][10] - The results of the tests have sparked significant attention and controversy, challenging previous claims made by various car manufacturers regarding their ADAS capabilities [4][10] Testing Overview - The testing involved real-world simulations on highways and urban roads, covering 15 subjects with nearly 40 vehicle models from over 20 brands, including high-risk scenarios [1][10] - A total of 216 collision simulations were conducted to validate the performance of the ADAS across different models [1] Performance Results - Tesla's 2023 Model 3 and Model X achieved a passing rate of 83.3% in highway accident simulations, outperforming competitors like Huawei's models, which did not exceed a 50% passing rate [2] - In urban accident simulations, the Model X excelled with an 88.9% passing rate, while other brands struggled to match its performance [2] Industry Reactions - Tesla CEO Elon Musk acknowledged the testing results and emphasized Tesla's commitment to data compliance in training their systems [1] - Chinese brands such as Huawei's Zhijie and Wanjie publicly dismissed the testing results, indicating a defensive stance against the findings [1] Historical Context - Previous claims by Huawei's executives suggested their ADAS was significantly superior to Tesla's, with assertions of higher obstacle recognition capabilities [6] - Similar overstatements were made by other brands, including Xiaomi and NIO, regarding their ADAS performance, which have been contradicted by recent incidents and the testing results [8][9] Implications for the Industry - The testing results serve as a corrective measure against the exaggerated claims made by car manufacturers regarding their ADAS technologies [10] - The lack of standardized definitions for "high-level" driving assistance has led to confusion and misrepresentation in the industry, as seen with various brands coining terms like "Level 0 tier" and "high-level driving assistance" [10]