鸿蒙生态正展现强劲发展动能！在鸿蒙5终端数量成功突破千万的里程碑时刻，华为正式推出"鸿蒙应用开发者激励计划2025"，以亿元级激励，携手开发者 进一步加速鸿蒙生态的繁荣发展。目前，鸿蒙生态已深度融入用户生活、娱乐、办公等多元场景，其蓬勃态势离不开开发者的贡献。 此激励计划展现了华为加速生态建设的坚定承诺和对鸿蒙应用、元服务开发者的诚意支持，激励开发者发挥更多创意： 参与时间：开发者需在计划要求时间内于HarmonyOS开发者官网内报名，且在2025年7月23日至2025年12月31日完成鸿蒙应用、小游戏、元服务开发，并正 式上架华为应用市场。 丰厚回报：总奖金池超亿元，成功上架的每款鸿蒙应用最高可获得1万元现金激励。 进阶空间：特别设置了额外进阶激励，单一开发者激励上限为600万元，为顶尖开发者提供更大成长空间。 "鸿蒙应用开发者激励计划2025"的推出，不仅是华为对开发者价值的高度认可与真金白银的回馈，更展现了华为与开发者携手共进、共创未来的决心。鸿蒙 生态正迎来加速发展的黄金期，诚挚邀请开发者踊跃加入此计划！让我们把握千万用户规模带来的广阔机遇，在生机勃勃的鸿蒙生态中精耕细作，共同培育 更丰富的创新应用与 ...

Group 1 - The core theme of the current market rally is driven by technology, with a clear "dual-driven" characteristic emerging, supported by multiple signals from trading behavior, capital flow, and institutional support [2][13][14] - The market is characterized by a "bottom-up" approach in an "incremental market" environment, leading to a structural market rally influenced by specific industry catalysts and micro signals [2][13][14] - The TMT (Technology, Media, and Telecommunications) sector is expected to continue to attract significant capital, with a notable increase in institutional holdings in TMT-related industries, reflecting a strong preference for technology investments [19][21] Group 2 - In the "incremental market" environment, the TMT sector is less likely to experience a "zero-sum" game, with strong performance expected from segments supported by solid fundamentals [4][47] - The semiconductor industry is currently in an early to mid-stage of a growth acceleration phase, driven by AI demand, with high-end chips like GPUs and HBM experiencing sustained growth [4][52][53] - The report highlights the importance of the semiconductor cycle, indicating that the current phase may lead to significant investment opportunities across various technology sectors [52][53] Group 3 - The investment logic under the technology growth resonance includes a focus on the Nvidia supply chain, particularly in the communication sector, and the potential for recovery in previously undervalued segments [5][62] - The report emphasizes the ongoing shift towards domestic chip manufacturing and the expected growth in AI applications, which are anticipated to drive performance in the semiconductor and related sectors [63][69] - The media sector is entering a new cycle of recovery, with the gaming sub-sector showing potential for high returns due to AI-driven content innovation and improved market conditions [72][78] Group 4 - The military industry is highlighted as having increased long-term investment value due to global military power restructuring, with a focus on areas such as drones and missile technology [79][80] - The report suggests that the military sector's performance is closely aligned with growth style investments, indicating a strong potential for capital appreciation in this area [84]

通读全书，呈现两个突出特点：一是由点到面。企业可持续社会价值创新由单一企业的探索走向众多企 业的共同行动，让我们看到了中国特色企业文明新形态发展的崭新样貌。这本书对腾讯、新希望、华 为、比亚迪、京东、饿了么等一众企业的社会价值创新探索进行了梳理，给我们清晰地呈现了中国特色 企业创造社会价值的实践演进脉络和"由点到面"的实践全景，呈现了越来越多企业共创社会价值的良好 发展态势。二是由实践到理论。可持续社会价值创新由企业的实践探索走向理论的升华。企业可持续社 会价值创新是由腾讯集团首推的，现在又有更多企业加入进来，共创企业社会价值。这些企业在可持续 社会价值创新方面进行了有益的探索和尝试，积累了丰富的材料，形成了一些可供复制的做法和经验。 实践是需要理论指导的，而理论又往往滞后于实践。郑功成教授领衔的课题组，在对腾讯和其他企业可 持续社会价值创新实践开展持续深度调研基础上，扎实地开展理论研究，实现了从感性认识向理性认 识、从实践经验到理论概括的飞跃，形成了企业可持续社会价值创新的新概念、新命题与理论框架，实 现了从实践经验到理论体系的范式突破，破解了"理论滞后实践"的困境，为企业可持续社会价值创新实 践提供了理论 ...

证券之星消息，2025年8月7日钧崴电子(301458)发布公告称公司于2025年8月7日接受机构调研，天风证 券包恒星、长盛基金侯智中、保银投资倪韬白鹏宇、华夏未来资管丁鑫、恒健远志周洁、喜世润资产杨 渝、招商证券王焱仟、中信证券何鑫圣、长江证券谢尔曼、中金公司何欣怡、光大证券刘凯王之含、国 金证券丁彦文、浙商证券王凌涛、东北证券尚靖武芃睿参与。 具体内容如下： 问：公司介绍 答：公司2025年第一季度公司实现了营业收入1.67亿元，同比增长18.8%，归母净利润达到3441.29万 元，同比大幅增长57.71%。原因为以下三点一、2024年第一季度处于疫情开放初期，市场逐渐复苏， 相比去年同期2025年第一季度公司产能利用率提升，规模生产下，成本下降，毛利有所提升；二、公司 于2024年底成功导入多家国内头部消费电子品牌客户，如OPPO、vivo、华为、荣耀等，相关产品2025 年第一季度提升了公司在消费电子市场的份额和营收贡献；三、2025年第一季度废料销售零成本产生利 润。 2.公司近期的业绩指引？ 预期公司将保持平稳增长的态势。消费电子领域依然是我们业务的重要组成部分，公司在该领域的市场 份额持续稳 ...

Core Viewpoint - The event showcased the launch of the FAW Audi Q6L e-tron family and A5L, emphasizing the company's commitment to high-quality joint ventures and innovation in the Chinese automotive market [3][5][12]. Group 1: Product Launch and Pricing - The FAW Audi Q6L e-tron family is priced between 348,800 to 398,800 yuan, while the A5L is priced between 239,800 to 289,800 yuan [1][9][11]. - The Q6L e-tron is the first product based on the PPE luxury electric platform, featuring a 107 kWh battery and advanced driving technology [9][11]. Group 2: Strategic Focus and Innovation - FAW Audi is committed to the "Oil and Electricity Co-Progress" strategy, focusing on both electric and internal combustion engine vehicles to meet diverse consumer needs [5][7]. - The company collaborates with leading tech firms like Huawei and CATL to enhance vehicle safety, driving assistance, and luxury features [7][12]. Group 3: Market Position and Future Plans - FAW Audi aims to achieve a historical milestone of 10 million cumulative sales, continuing to expand its product matrix and improve user services in the Chinese market [14]. - The company emphasizes a user-centered approach and plans to lead the transformation of luxury mobility in China [14].

点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近15个 方向 学习 路线 自动驾驶之心的星友已经正式突破四千人了，三年了不容易。知识星球截止到目前已经完成了产业、学术、求职、问答交流等多个领域的闭环。几个运营的小伙 伴每天都在复盘，什么样的社区才是大家需要的？我们有没有什么地方没有考虑到？花拳绣腿的不行、没人交流的也不行、找不到工作的更不行。 未来我们计划继续优化星球内容，今天也和大家汇报一下。打算开展一个星友面对面的模块，争取每个月线上和大家一起聊聊，针对共性的问题一起探讨下。未 来还将持续邀请邀请学术界和工业界的大佬做一些有深度的圆桌访谈！ 我们是一个认真做内容的社区，一个培养未来领袖的地方。自动驾驶之心一直致力在推动行业发展，成为企业和高校沟通的桥梁。我们的愿景是让AI与自动驾驶 走进每个有需要的同学！ 目前星球内部为大家梳理了近40+技术路线，无论你是咨询行业应用、还是要找最新的VLA benchmark、综述和学习入门路线，都能极大缩短检索时间。星球还 为大家邀请了数十位自动驾驶领域嘉宾，都是活跃在一线产业界和工业界的大佬（经常出现的顶会和各类访谈中哦）。欢迎随时提问，他 ...

Group 1: Automotive Market Overview - The automotive market is currently in a slow season, with a month-on-month decline of 15% to 20% in July, but a year-on-year growth of less than 5% compared to the same period last year [1] - It is expected that the market will see a month-on-month growth of 5% to 10% in August, gradually recovering from the current low sentiment [1] - The overall automotive sales growth for the year is projected to be around 4%, a significant decrease from over 30% growth last year [3] Group 2: Subsidy Policies - Regions like Guizhou and Yunnan have resumed subsidy policies starting August 1, with adjustments in subsidy amounts based on vehicle prices [2] - For electric vehicles priced at 100,000 yuan, the subsidy is 10,000 yuan, while those above 150,000 yuan can receive 15,000 yuan, which may raise the transaction price threshold [2] Group 3: Company-Specific Insights - Li Auto's pre-sale order conversion rate is approximately 20%, with around 6,300 orders, indicating a significant number of potential customers are still undecided [4] - The new i8 model is expected to double its sales, reaching between 5,000 to 6,000 units after adjustments [6] - The new L8 model features advanced specifications and is expected to have a high optional equipment selection rate, with sales expected to account for 90% of total sales [7] Group 4: Competitive Landscape - The competition in the large SUV market is expected to be intense, with the i6 model facing strong competitors like Model Y and Yu7 [9] - The pure electric SUV market share has decreased from 65% to around 62%, while plug-in hybrid models hold a 48% market share [10] - BYD's market share is projected to fluctuate around 30%, currently close to 40%, with retail share between 25% and 26% [14] Group 5: Inventory and Discount Strategies - BYD's inventory was approximately 730,000 units in June, reduced to about 650,000 units by July due to inventory reduction measures [12] - Discounts for BYD dealers have increased in the second quarter compared to the first quarter, but are expected to narrow in the third quarter [16] Group 6: New Model Launches and Market Expectations - The B01 model from Leap Motor has received around 15,000 to 16,000 orders within two weeks of its launch, indicating strong market demand [17] - Huawei's H5 model is expected to be priced between 170,000 to 210,000 yuan, aiming to compete with several rivals in the market [18]

以下文章来源于财联社AI daily ，作者黄心怡 财联社AI daily . 财联社及科创板日报旗下产品——未来已来，AI前沿，独家、深度、专业！ 有消息称，华为推出支持eSIM的新款三折叠手机，有望成为国内首款商用eSIM的智能手机。《科创板日报》从产业界人士了解到，华为确 实有相关计划。而后续发布的华为Mate 80系列，可能也将有一款机型支持eSIM。 此外，OPPO相关负责人向《科创板日报》记者表示，今年年底预计会有首批支持eSIM的手机上市。 eSIM是一种把传统SIM卡直接嵌入设备芯片的技术，无需用户插入物理SIM卡，可以节省手机、平板等终端的内部空间。国内运营商曾在多 年启动了eSIM业务，但在2023年因为安全风险等因素暂停了该业务的新申请。 不过在今年，中国移动和中国联通纷纷恢复了eSIM业务的办理，主要面向物联网和智能穿戴设备领域，尚不包括手机业务。 多名业内人士对《科创板日报》记者表示，对于智能终端厂商而言，eSIM是比较明确的发展趋势。但政策监管和运营商的态度，将影响 eSIM技术在手机终端的落地速度。 苹果、华为等手机厂商积极布局eSIM 苹果是手机厂商中最为积极支持eSIM的企业 ...

Group 1 - The overall economic operation of industrial parks in the region is stable, with a year-on-year increase of 8.9% in industrial added value and 7.1% in industrial investment in the first half of the year [1] - The border port industrial parks saw a significant year-on-year increase of 17.5% in industrial added value and 37.2% in industrial investment [1] - The China-ASEAN Industrial Cooperation Zone experienced a year-on-year increase of 7.3% in industrial added value and 16.6% in industrial investment [1] Group 2 - The industrial parks in Beihai City have formed six major industrial clusters, achieving an output value of over 114 billion yuan in the first half of the year [1] - Guilin City focused on key industrial chains such as biomedicine and ecological health food, conducting targeted investment promotion activities and signing over 140 cooperation framework agreements with companies [1] - The Guangxi region is enhancing park reforms and improving infrastructure and service levels for enterprises [2] Group 3 - The Pingxiang Industrial Park has established the first border fruit "on-site inspection" laboratory in the country and created a cross-border e-commerce distribution model [2] - Baise City is actively conducting credit training and financial discussions, securing a credit limit of 2.04 billion yuan from financial institutions to support 76 industrial projects [2]

背后的动因与过去一年波折不断的合作磨合有关。2023年11月，智界S7上市首日即获得5000个大定，3 天突破2万辆订单。然而受限于工厂搬迁与芯片短缺，交付节奏受到严重影响。2024年初，华为常务董 事、终端BG董事长余承东在电动汽车百人会论坛坦承，供应链问题确实延误了智界S7的交付。 更棘手的是内部协同问题。彼时有传闻称，奇瑞在工厂产能上优先支持星途星纪元品牌，导致智界S7 产能受限。甚至有高管在离职后发文直指华为"不尊重奇瑞"。为解决问题，奇瑞于2024年中将智界上升 为"第一优先战略项目"，而双方也逐步探索出更高效的协作机制。 8月8日，智界R7与智界S7改款车型开启小订。前一天，智界品牌战略合作协议在深圳签署，并宣布上 海、深圳双设计中心正式揭牌。智界汽车由此宣告进入"2.0阶段"，并发布多项战略升级举措，标志着 其独立运作全面启动。 根据官方披露，此轮战略升级包括三大核心举措：一是加码研发，计划投入超百亿元、将研发团队扩充 至5000人，强化核心技术壁垒；二是成立智界新能源公司，实现产销服一体化独立运作，优化管理与用 户服务；三是规划多款重磅新品，拓展产品矩阵，为品牌后续增长注入新动力。 这一转折点 ...