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]

4.【极氪公布车身后部碰撞保护专利，可提升高速追尾时的安全性能】天眼查App显示，8月8日，浙 江极氪智能科技有限公司、浙江吉利控股集团有限公司申请的"车身后部碰撞保护结构及车辆"专利公 布。摘要显示，车身后部碰撞保护结构包括：后地板总成、电器模块、安装支架、后围板、后防撞梁 及碰撞块，所述后地板总成及所述后防撞梁设置在所述后围板的前后两侧；所述电器模块通过所述安 装支架固定在所述后地板总成的下方；所述安装支架及所述电器模块的前部均向下倾斜，所述碰撞块 位于所述电器模块的后方。本申请的车身后部碰撞保护结构及车辆能够提升高速追尾时的安全性能。 （金融界） 1.【 余承东公布享界S9T大五座版】 8月8日消息，华为常务董事、终端BG董事长余承东公布享界 S9T大五座版，搭载HUAWEI ADS 4与全新华为途灵平台，提供纯电与增程两种动力选择，将于9月 上市。（界面新闻） 2.【宝马iX3行驶中安全气囊爆开，检测报告称并排客车爆胎导致】车主陈女士近日驾驶宝马iX3在高 速路上行驶时安全气囊突然爆开，引发了其对该车质量的质疑。华晨宝马汽车有限公司北京分公司出 具检测报告称，安全气囊触发的原因为车辆右侧安全气囊传感器 ...

" 聚焦 电池 好 品牌 发现 储能 好 产品 "—— 近期， 由 起点 锂电 、 起点 储能 主办 的 2025 起点 户 储及 便携式 储能 电池 巡回 采访 活动 正式 开启， 活动 计划 巡 访 超过 5 0+ 户 储 和 便携式 细分 领先 企业， 巡访 结束 后 将 在 深圳 举办 2025起点户储及便携式储 能电池技术论坛 ， 活动 举办 时间 为 2025年9月26日 ， 活动 同期 将 发布 2025中国户储及便携式储能行业白皮书 和 细分 竞争力 排行 榜 ， 为 行业 提供 权威 数据 和 参考 。 8月4日， 起点巡访团走进移族ETAKER，与 公司总经理冷小威 就家储及便携储能产业发展进行深入交流 和 探讨 。 起点研究院 SPIR调研数据显示，2024年全球便携式储能电源出货规模为1100万台，同比增长90%。2024年便携式储能电源产品消费领先 的国家/区域是美国、欧洲、日本、乌克兰。 移族成立于 2019年，是一家专注于光伏、便携储能及家庭储能产品研发与销售的技术驱动型企业。创始团队来自华为、欣旺达等企业，具备 深厚新能源技术背景。 公司主打"体积缩小50%""零噪音""-30 ...

Group 1 - The core viewpoint of the article emphasizes the growth and potential of the home energy storage and portable energy storage markets, highlighting significant increases in shipment volumes and market forecasts for 2024 and beyond [3][4][10] - The global home energy storage shipment volume is projected to reach 27.8 GWh in 2024, with a year-on-year growth of 19%, and China accounting for 75% of this market [3] - The global portable energy storage shipment volume is expected to reach 11 million units in 2024, reflecting a remarkable year-on-year growth of 90% [4] Group 2 - The article outlines that by 2030, the global home energy storage market is anticipated to grow to 180 GWh, representing a 547% increase from 2024 [3] - The competitive landscape for home energy storage systems is dominated by Chinese companies, with the top 10 global players including Huawei, BYD, and Airo Energy [3] - The article notes that the U.S. is the largest and most mature market for portable energy storage, driven by outdoor activities and RV culture, with Ukraine showing the fastest growth due to energy shortages from the ongoing conflict [4][5] Group 3 - The upcoming 2025 Peak Forum on Home and Portable Energy Storage Battery Technology will focus on high safety standards and building a new ecosystem for the industry [6][8] - The forum will gather over 600 decision-makers from leading companies to discuss over 30 core topics, including safety challenges and technological breakthroughs [10][11] - The event will feature discussions on the latest trends in battery technology, including solid-state batteries and sodium batteries, as well as the implications of new national standards for portable energy storage [5][9]

Core Viewpoint - The introduction of eSIM technology by Huawei is expected to accelerate the transition to a "SIM card-free" mobile experience in China, with the potential launch of the first commercial eSIM smartphone in the country [2][8]. Group 1: eSIM Technology Overview - eSIM is a digital SIM that allows users to activate a mobile plan without a physical SIM card, providing the same functionality as traditional SIM cards [4]. - The integration of eSIM technology can save space in mobile devices, allowing for smaller and lighter designs, as eSIM occupies only one-third of the space of a Nano SIM card [4]. - Users will find it easier to switch carriers without needing to visit physical stores, enhancing convenience [4]. Group 2: Current Status of eSIM Services - China Unicom has already launched eSIM services, charging a monthly fee of 10 yuan, and supports various devices including smartwatches and glasses in several regions [5]. - China Mobile is in the process of gradually reopening eSIM services after a temporary suspension due to system upgrades, although specific timelines are not yet confirmed [5][7]. - China Telecom is lagging in eSIM service rollout, citing incomplete upgrades and limitations due to its satellite communication business [7]. Group 3: Industry Competition and Future Outlook - The competition between Huawei and Apple for the first eSIM smartphone launch in China is intensifying, with Huawei potentially set to release a new foldable phone supporting eSIM [8][11]. - Apple's previous moves to eliminate physical SIM slots in its devices, starting with the iPhone 14, indicate a trend towards eSIM adoption, which may influence consumer preferences [8]. - The overall smartphone market in China is projected to grow, with Huawei currently holding a significant market share, suggesting a favorable environment for eSIM technology adoption [8][11].