（图片来源：摄图网） 在自动驾驶领域，纯视觉方案与激光雷达方案的技术路线之争一直是行业焦点。8月6日，小鹏汽车董事长何 小鹏在接受媒体采访时明确表示，小鹏汽车将坚持纯视觉路线，"小鹏汽车在前年就做出了决策，我们的辅 助驾驶、自动驾驶甚至未来的无人驾驶都会坚持纯视觉路线。" 何小鹏认为，视觉方案的上限远超激光雷达，并且随着技术的发展，视觉方案将能够更好地处理各种复杂场 景，包括目前激光雷达被认为有优势的暗光、眩光等条件。 何小鹏解释了技术转变的底层逻辑。过去，纯视觉方案表现不佳主要是因为算力不足。视觉系统看到的图像 既没有足够的像素点阵，也没有足够的帧率和时空逻辑。如今，随着算力的大幅提升，这一问题得到了解 决。小鹏汽车的AI鹰眼智驾方案采用了前向和后向800万像素的摄像头，并结合Lofic技术，感知距离提升了 125%，识别速度提升了40%。在夜间、大逆光、雨雪天等复杂条件下，视觉方案的表现甚至比人眼更清 楚。 何小鹏还举例说明了视觉方案的潜力。未来，视觉系统将能够识别路上可能扎胎的钉子、被挪动的沙井盖等 细节，这些是激光雷达很难做到的。他预测，到2027年，视觉与激光雷达之争将不再是问题，视觉方案将能 够更 ...

今日（8月8日）市场盘整，科技方向随市回调，重点布局在国产AI产业链的科创人工智能ETF华宝 （589520）全天深陷水面以下，场内价格收跌2.57%，全天成交额1969.34万元，环比增长29%，交投较 为活跃。 值得关注的是，该ETF场内宽幅溢价，收盘溢价率高达0.39%，显示买盘资金更为强势！伴随成交放 量，或有资金进场埋伏！ 成份股方面，仅航天宏图、奥普特逆市收红，其余28只个股尽墨。福昕软件领跌，跌超8%，云从科 技、金山办公、合合信息跌逾6%，跌幅居前。 科创人工智能方向为何深度回调？市场分析人士指出，可能有以下因素： 1、随市盘整回调 沪指盘中再创年内新高（3645点），即将逼近去年高点，获利盘和套牢盘都在这个位置，市场整体的上 涨势头有所减弱，甚至会适度盘整，而科技方向作为高弹性高波动的方向，更为敏感。 2、主力资金单日撤出 市场可能认为，相比于之前版本，GPT-5在智能强度、推理能力等方面，有进步，但算不上是跨越式 的，没有当初GPT-4和o1出来时惊艳。值得一提的是，8月，国产模型DeepseekR2即将推出，华为鸿蒙 AI超级智能体将在8月Pura 80系列上首发上线，市场仍可积极关注。 ...

在复合机器人上下料项目中，节卡复合机器人仅用40秒便完成了从出发点到A货架取料、再到B货架卸 料并返回结束点的全流程。在竞争激烈的工业复合机器人上下料赛道中，节卡复合机器人凭借创新 的"手-眼-脚"协同复合机器人系统，以行业最快的调试速度、卓越的作业效率与完成度，以及简洁美观 的整体结构，展现出领先的技术实力与产品优势，最终力压群雄，斩获一等奖。 本报讯(记者矫月)在近日落幕的"2025长三角(昆山)具身智能场景应用大赛"中，节卡机器人凭借卓越的 技术与应用实力，夺得机器人赛道工业制造场景上下料第一名。该赛事由中国软件评测中心(工信部软 件与集成电路促进中心)与昆山高新集团有限公司联合主办。 本届大赛设置机器人、智能网联汽车、低空飞行器三大赛道，聚焦具身智能在制造、物流、交通、服务 等多个典型场景的落地应用，吸引了华为、小米智元创新、比亚迪（002594）、小鹏等众多头部企业参 与，展示了行业领先技术水平和广阔产业潜力。 现场货架上下料精度要求较低，机器人无须搭载相机作业。但在经典的机加工、物流仓储和实验室场景 中，搭载了相机的节卡复合机器人综合定位精度可达到±0.5mm，完美适配场景需求。此外，用户可以 在 ...

王传福。受访者 供图 比亚迪是目前全球最大的新能源汽车销售商，包括插电式混动和纯电动车型，2024年销量突破424万 辆。 当地时间8月5日，美国《财富》杂志公布2025年全球100位最具影响力商界人士榜单，这是该榜单第二 次发布。中国有8位企业家入选，其中比亚迪王传福、华为任正非跻身前十，来自深圳的企业家占据三 席，成为亮点。 榜单前10名中，英伟达黄仁勋、微软纳德拉、Meta扎克伯格、特斯拉马斯克分列前四，谷歌皮查伊、 OpenAI奥尔特曼、摩根大通戴蒙、通用汽车芭拉紧随其后。中国两位企业家跻身前十：来自深圳的比 亚迪董事长王传福排名第5（去年第19）和华为创始人任正非排名第7（去年第14），创下中国企业家在 该榜单的最佳成绩。 作为深圳本土成长起来的企业家，王传福带领比亚迪成为全球最大新能源汽车销售商，2024年销量突破 424万辆，首入《财富》500强榜单百强企业。这位被查理·芒格称为"爱迪生与韦尔奇结合体"的创业 者，1995年在深圳创立比亚迪，从手机电池制造切入，2003年跨界汽车领域，如今正加速在泰国、匈牙 利等国布局海外工厂，深圳总部的研发中心已成为全球新能源技术创新高地。 同样扎根深圳的任正 ...

Core Viewpoint - The introduction of eSIM technology in the Chinese mobile phone market is gaining momentum, with China Unicom leading the charge, but there are significant challenges and limitations that may hinder widespread adoption [2][20][27]. Group 1: eSIM Technology Overview - eSIM integrates traditional SIM card functions directly into device chips, eliminating the need for a physical SIM card slot, which allows manufacturers to utilize the freed-up space for larger batteries or advanced camera modules [3][20]. - eSIM can store multiple numbers, making it convenient for users traveling abroad to switch to local numbers easily [6][15]. Group 2: Challenges and Limitations - The process of switching devices becomes more complicated with eSIM, requiring users to deregister the eSIM from the old device and download a configuration file on the new device, which can be problematic if the old device is lost or damaged [6][10]. - Current eSIM activation processes in China still require users to visit physical stores, which does not significantly differ from the traditional SIM card activation process [10][20]. Group 3: International Considerations - Many countries still rely on physical SIM cards, which poses a challenge for users with eSIM-only devices when traveling abroad, as they may need to purchase eSIM travel cards that are often more expensive than local physical SIM cards [12][15]. - Domestic devices may only activate local eSIMs when abroad, limiting the flexibility of using eSIM technology for international users [20][25]. Group 4: Market Dynamics - China Unicom is actively promoting eSIM services, having restored eSIM operations in 25 provinces, while China Mobile is gradually advancing its eSIM offerings, and China Telecom remains cautious and has not yet completed its eSIM upgrades [20][23]. - The transition from physical SIM cards to eSIMs in China is expected to take several years, as the entrenched habits of users and the existing infrastructure pose significant barriers to rapid adoption [23][25].

如今随着法院的宣判，尊湃科技侵犯华为芯片技术商业秘密案尘埃落定。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 据此前警方通报，经查，2021年2月，华为海思原高管张某、刘某等人为牟取非法利益，在离职后设立 某科技公司，以支付高薪、股权利诱等方式，诱导多名原公司研发人员跳槽至其公司，并指使这些人员 在离职前通过摘抄、截屏等方式非法获取权利公司芯片技术信息，抄袭并运用于张某公司设计的同类型 芯片上，企图以此非法牟利。 经鉴定，侵权芯片技术有40个技术点与原商业秘密的密点具有90%以上同一性，构成实质性相同。张某 团伙的窃密行为，导致权利公司商业秘密灭失，应根据该项商业秘密的研究开发成本、实施该项商业秘 密的收益等商业价值来认定造成的权利公司损失。 2023年12月，公众号"上海经侦ECID"发文称，在公安部的指挥部署下，在江苏警方的大力配合下，上 海警方成功侦破一起侵犯芯片技术商业秘密案，抓获犯罪嫌疑人14名，查扣存储侵权芯片技术的服务器 7台。 近日，上海市 ...

Core Insights - Shenzhen is set to release a record 202 local leading standards in 2024, with 245 international standards being developed, totaling 3,379 international standards, placing it among the top in the country [1] - The city has established four municipal standardization technical committees focusing on low-altitude economy, health care, elderly services, and virtual power plants, indicating a robust standard system [1] - Shenzhen's participation in international standard formulation reflects its maturity in global cooperation and competition, with an 82.2% participation rate in international standard development [1] Group 1 - The IETF's 125th meeting will be held in Shenzhen in March 2026, highlighting the city's growing role in international standard-setting [2] - Shenzhen's leading companies, such as Tencent and Huawei, are increasingly contributing to international standards due to their market share and technological advancements [2] - The city's export-oriented economy necessitates integration into global standard systems, with international standards serving as market access credentials [2] Group 2 - Shenzhen enterprises are transitioning from passive acceptance of international standards to active participation and leadership in standard formulation [3] - The competition among nations is shifting towards standard-setting and discourse power, making participation in international standards crucial for Shenzhen's international enterprises [4] - Key industries for Shenzhen's international standard participation include photovoltaics, drones, gene testing, and graphene, with over 20 international standards in energy storage being developed [4] Group 3 - The International Low Altitude Economy Cooperation Alliance was established in Shenzhen in May 2025 to promote industry standardization and develop unified global standards [5] - Since 2022, several international industry and standard organizations have settled in the He Tao Science and Technology Innovation Cooperation Zone, enhancing Shenzhen's standardization efforts [5] - The first international industry and standard organization cluster in China was inaugurated in He Tao, with 137 standards produced by the end of 2024 [5] Group 4 - The newly established European Standard Research Center in Shenzhen aims to leverage technological innovation and European standardization experience to create leading international standards [6] - Active participation in the "rules-making power competition" can yield significant economic benefits and enhance a country's discourse power in international affairs [6] Group 5 - Other cities like Beijing and Shanghai are also taking steps to enhance their international standard-setting capabilities, with specific targets for standard formulation by 2025 [7]

深耕本土，打造智能化、电动化"中国引擎" 在智能化、电动化的变革浪潮中，一汽奥迪不仅延续了品牌一如既往的德系豪华标准，更积极拥抱中国科技。聚焦本土化技术突围，一汽奥迪Q6L e- tron家族和一汽奥迪A5L锚定"底盘操控、整车安全、驾驶辅助、豪华座舱"四大核心领域，通过与华为、宁德时代等科技领军企业创新协同，以"德系标 准"守护造车品质，用"中国智慧"迭代用户体验，打造智能化、电动化的"中国引擎"。 8月7日，一汽奥迪技术周暨Q6L e-tron家族、A5L上市发布会在杭州举行。 本次活动中，一汽奥迪通过构建沉浸式数字科技展，全面呈现奥迪PPE豪华纯电平台与PPC豪华燃油智能平台的技术成果，并携手华为、宁德时代等国 内顶尖的科技伙伴，共绘了"德国精工融合中国智慧"的豪华出行新图景。同时，一汽奥迪Q6L e-tron家族与一汽奥迪A5L也在活动现场联袂上市，全面展现 了一汽奥迪在智能化与电动化领域的全新突破与前瞻布局。 与时俱进，开启高质量合资合作新篇章 本次开幕的技术周活动，是奥迪百年技术积淀与本土化创新的集中展现。中国一汽与德国奥迪携手合作37年来，双方股东精诚合作，在中国市场实现了 多个"从零到一"的里 ...

Core Viewpoint - The article discusses the recent challenges faced by Nvidia in the Chinese market following the U.S. lifting the ban on its H20 AI chip sales to China, highlighting concerns over potential security risks associated with backdoor systems in chips [1][12]. Group 1: Nvidia and H20 Chip - Nvidia's H20 chip, designed for the Chinese market, is now facing scrutiny from China's National Cyberspace Administration due to concerns about security vulnerabilities and potential backdoors [1][12]. - The H20 chip's performance is estimated to be about 70% of Nvidia's H100 chip, making it the most powerful AI chip Nvidia is allowed to sell in China [12]. - Despite receiving 300,000 orders, the scrutiny from the Chinese government poses significant challenges for Nvidia's sales strategy in the region [12][14]. Group 2: Backdoor Systems and Security Risks - Backdoor systems in chips can allow unauthorized access, posing severe security threats, especially in critical applications like military and finance [2][4]. - The definition of "backdoor" is contentious, with some features being misidentified as malicious due to their potential misuse [4][5]. - Experts emphasize that distinguishing between design flaws and intentional backdoors requires precise technical analysis [5][6]. Group 3: Geopolitical Context - The scrutiny of Nvidia's H20 chip reflects broader geopolitical tensions between the U.S. and China, particularly in the tech sector [12][15]. - China's emphasis on technological self-sufficiency and reducing reliance on Western technology is becoming increasingly pronounced [12][15]. - The incident illustrates the disconnect between technological trust and geopolitical trust, amplifying concerns over security in international tech collaborations [15].

Core Viewpoint - The article discusses the challenges faced by traditional luxury car manufacturers (BBA: BMW, Benz, Audi) in transitioning to electric vehicles (EVs) amidst fierce competition from new entrants in the automotive market, particularly in China. It highlights the missteps of BBA in their strategies and the resulting financial impacts. Group 1: BBA's Strategy and Market Position - Audi's CEO announced the withdrawal of plans to stop producing internal combustion engine vehicles by 2033, indicating a shift in strategy [6] - Mercedes-Benz adjusted its goal for full electrification from 2030 to having 50% of its models as new energy vehicles by 2030 [7] - BMW has not set a clear timeline for phasing out combustion engines and has expressed skepticism about full electrification [7] Group 2: Financial Performance and Sales Trends - In 2024, BBA's global sales saw declines: Mercedes-Benz down 3%, BMW down 4%, and Audi down 11.8% [19] - This decline led to significant profit reductions in the first half of the year: Mercedes-Benz's net profit decreased by 55.8%, BMW's by 29%, and Audi's by 37.5% [19] - Despite a peak in EV sales in 2023, with BMW and Mercedes-Benz each achieving nearly 20% of their sales from new energy vehicles, the overall performance was still disappointing compared to previous years [16][19] Group 3: Competitive Landscape and Challenges - BBA's transition to EVs has been characterized by a mix of strategies that have not resonated well with consumers, leading to a perception of being outperformed by new entrants [36] - The article emphasizes that BBA underestimated the competitive landscape, particularly in China, where local manufacturers have rapidly advanced in technology and market presence [40][46] - BBA's reliance on traditional luxury branding is being challenged by the evolving consumer preferences for performance and technology in EVs [32][36] Group 4: Technological and Cost Disadvantages - BBA faces a technological gap compared to Chinese competitors, who have been able to innovate and reduce costs significantly in battery technology and vehicle features [69] - The cost of battery production for Chinese companies is significantly lower, with prices around 0.45-0.50 yuan/Wh, compared to European standards [69] - BBA's supply chain and production costs are hindered by their established partnerships, which limit flexibility and responsiveness to market changes [66][68] Group 5: Future Outlook and Recommendations - The article suggests that BBA must adopt a more agile approach to technology and market strategy, akin to startups, to remain competitive [95] - It emphasizes the need for BBA to stabilize their cash flow while gradually improving their technological capabilities [95] - The importance of maintaining a balanced mindset in navigating the transition to EVs is highlighted, as BBA faces both internal and external pressures [94][96]