巨头的入局往往是一条赛道成熟的标志，而Rokid、雷鸟创新、影目科技等创业公司是这条赛道的铺路者，如今他们相逢于"AI眼镜元年"。 近日，2025微博年度关键词出炉，是一个古早又新鲜的词汇：赛博。 这个词诞生已近百年，在互联网语境中更是历经多轮传播与演变，其核心含义早已无需过多解释，还衍生出了层出不穷的网络新梗；说它新鲜，则源于其 承载的独特内核——永远锚定着对未来天马行空的想象。 曾经承载"赛博"之名的科幻畅想，一旦从虚幻照进现实，便会褪去"赛博"的标签，而更前沿、更具未来感的构想，又会迅速接过"赛博"的话语权，让这个 词始终保持着对未知的探索与浪漫。 产品功能设计与产业链生产能力的成熟，让智能眼镜迅速进入销量增长的通道。IDC报告显示，2025年上半年全球智能眼镜市场出货量达406.5万台，同比 增长64.2%；2025年全球智能眼镜出货量将达到1205万台，同比增长18.3%；其中中国市场将突破275万台，同比增长107%，居全球第一。 2025年11月至今，联想、百度、阿里、理想接连推出了AI眼镜，加上此前就已入局的华为、小米，以及曾从腾讯手中抢下PICO的字节跳动，AI眼镜赛道 上已经聚集了互联网大 ...

Core Viewpoint - Avita, a high-end electric vehicle brand backed by Changan Automobile, Huawei, and CATL, is facing significant challenges with over 11 billion yuan in cumulative losses and underwhelming sales performance, prompting its urgent IPO application despite public skepticism about its financial health and market strategy [1][17]. Financial Performance - Avita's net losses from 2022 to the first half of 2025 are reported as 2.016 billion yuan, 3.693 billion yuan, 4.018 billion yuan, and 1.585 billion yuan, totaling 11.312 billion yuan over four years [1][3]. - In contrast, Lantu, a competitor, reported losses of 1.538 billion yuan, 1.496 billion yuan, and 90 million yuan for the same period, showing a significant reduction in losses and even achieving a profit of 434 million yuan in the first seven months of 2023 [1][3]. Sales Performance - Avita's sales heavily rely on lower-priced models, particularly the Avita 07, which has a starting price of 210,000 yuan, contributing to nearly 80% of total sales [4][6]. - In the first 11 months of 2025, Avita delivered over 118,000 vehicles, achieving only 53.64% of its annual sales target of 220,000 units [6][7]. Market Positioning and Brand Strategy - Despite its strong backing, Avita struggles with a lack of clear brand positioning, having shifted from a high-end focus to relying on mid-to-low-end models, which contradicts its initial market strategy [7][12]. - The brand has faced criticism for its marketing efforts, including a failed collaboration with a popular influencer that did not resonate with its intended high-end image [8][10]. Management and Strategic Direction - Avita has experienced significant management instability, with three changes in leadership within four years, leading to inconsistent strategic direction and execution challenges [11][12][15]. - The latest leadership change in September 2023 has resulted in a focus on consolidating marketing efforts, but internal conflicts and lack of cohesive decision-making remain problematic [13][15]. Competitive Landscape - Avita has fallen behind competitors like Lantu and Deep Blue, with the latter achieving profitability and gaining market traction, highlighting Avita's missed opportunities during a critical growth period in the electric vehicle sector [16][17].

佰维存储（688525.SH）12月17日在投资者互动平台表示，公司及子公司未与华为合作开发HBM产品。 （记者 张明双） 每经AI快讯，有投资者在投资者互动平台提问：董秘您好！贵司子公司芯成汉奇是否与华为有合作开 发HBM产品？ ...

2025年12月，中国L3级自动驾驶的"牌照发放季"比预想中来得更密集。 长安深蓝SL03、北汽极狐阿尔法S率先获得工信部准入许可；小鹏、理想也分别官宣已在广州、北京拿到测试牌照。一场看似比拼速度的"牌照竞赛"正在上 演。 然而，仔细观察首批获批车辆的条件，却发现这场竞赛的规则意味深长：车辆被严格限定在重庆或北京的少数路段，有具体的时速上限，甚至不直接卖给个 人，而是交给指定的运营公司来跑。 这不像是在颁发一张技术"毕业证书"，更像是在开启一场层层设限的现实实验。中国自动驾驶的L3之路，选择了一条与德、美都不同的独特路径——它意在 通过最小的可控风险，测试技术、责任与商业模式的全部闭环。 一场历时三年的渐进式实验 与德国依赖车企责任、美国允许激进测试的路径不同，中国的选择是一条独特的中间路线。此次"限定城市+限定道路+限定速度+指定运营主体"的模式，是 中国对L3级"有条件自动驾驶"监管逻辑的首次完整落地：系统在特定场景下接管，责任边界必须清晰可控。 这并非一蹴而就的决策，而是一场历时三年多的渐进式政策实验的结果。 其起点可追溯至2022年11月，工信部发布准入试点征求意见稿，首次在制度层面提出对L3/L4车 ...

来源：环球网 内蒙古自治区政务服务与数据管理局副局长 刘钧毅 国家信息中心信息化和产业发展部主任单志广指出，AI CITY通过"大模型+知识库"重构传统信息系 统，打造"1个分布式智能底座、2个保障体系、3套AI工程平台、4类运营机制、M类数据与N类模型资 产、X个创新应用"的新型架构，构建具备自感知、自适应、自学习、自决策能力的城市智能体。 【环球网科技综合报道】12月16日，以"引领智能升级 共建美好AI CITY"为主题的华为云城市峰会2025 在内蒙古乌兰察布举行。来自政府、企业、科研机构及生态伙伴的百余位代表齐聚一堂，聚焦人工智能 驱动下的城市转型路径，共同探讨如何以"Token驱动"为核心引擎，加速建设"Token之都"，推动"草原 云谷"从传统能源输出地跃升为全国领先的AI生产力高地。 从"数据驱动"到"Token驱动" 当前，全球正经历由人工智能引发的深刻变革，城市发展驱动力正从"数据驱动"加速转向"Token驱 动"。内蒙古自治区政务服务与数据管理局副局长刘钧毅在致辞中指出，乌兰察布是自治区数字经济发 展的重要增长极，本次峰会是推动城市智能化转型、发展新质生产力的重要实践。他提出四点希望：一 ...

2025年12月15日，国际权威认证机构SGS（通标标准技术服务有限公司）正式向华为颁发融合驱动全球 首个ISO 26262 DAkkS ASIL D等级认证证书。本次认证范围涵盖控制器、执行器等，覆盖基础制动、 防抱死系统、防滑系统、电子稳定性控制、再生制动等融合系统控制特性。这一成果标志着华为自主研 发的华为DriveONE融合驱动产品，已达到汽车功能安全领域的国际较高标准。 面向未来，华为DriveONE将持续与全球车企伙伴共建高质量产业生态，坚持"部件与整车统一质量安全 标准"，把华为DriveONE融合驱动产品更快地普及到各类车型、带给消费者更多安全保障。 汽车驱制动系统的响应速度与可靠性，直接关系到行车安全。华为DriveONE融合驱动通过四个车轮独 立的电机系统实现驱制动的融合控制，有效缩短了系统时延、提高了控制精度，从"本能安全，本能 +冗余安全，全域运动安全"多维度保障人驾及智能辅助驾驶状态的整车安全。 ...

Core Insights - The global wearable device market shipped 150 million units in the first three quarters of 2025, marking a 10.0% year-on-year growth, with China contributing 58.43 million units, a 27.6% increase [1][4] - Major manufacturers have launched new products, driving growth in the smart wearable market, particularly in developed regions like Europe and North America [1][3] Global Market Performance - In the first three quarters of 2025, the global smartwatch market shipped 120 million units, up 7.3% year-on-year, while the global wristband market saw shipments of 32.86 million units, a 21.3% increase [1] - Huawei led the global wearable market with 28.6 million units shipped, capturing 18.6% market share, followed closely by Xiaomi and Apple, each with 27.9 million units and 18.1% market share [2] - Xiaomi exhibited the fastest growth among top brands, with a 36.1% increase in shipments [2] Chinese Market Performance - In China, Huawei dominated the wearable market with 20.8 million units shipped, holding a 35.5% market share, while Xiaomi followed with 15.9 million units and a 27.2% market share [4] - The overall Chinese wearable market grew by 27.6% year-on-year, with significant contributions from both Huawei and Xiaomi [4] Product Innovations and Strategies - Huawei's new Watch GT 6 series features significant upgrades, including enhanced screen brightness and health monitoring capabilities, and is expanding its overseas market presence [3] - Xiaomi's growth is driven by its entry-level products, particularly the Mi Band 10 and Redmi Watch series, leveraging high cost-performance ratios [3] - Apple introduced three new models in Q3 2025, enhancing its position in the mid-to-high-end market through aggressive pricing strategies [5] Future Market Projections - IDC forecasts that China's wearable market will reach 79.58 million units by 2026, with adult smartwatches expected to grow by 8.2% [7] - The children's smartwatch market is anticipated to recover in 2026, driven by continuous product iterations from leading manufacturers [7] - The wristband segment is expected to maintain growth due to its affordability and broad user base [7] Industry Trends - The wearable market is entering a "value competition" phase, with manufacturers focusing on health function upgrades and technological advancements [8] - There is a growing demand across different age groups and a penetration into lower-tier markets, which may unlock long-term growth potential for the industry [8]

L3迎来规模化曙光 今年4月的上海车展，华为联合赛力斯、阿维塔、奇瑞汽车、北汽新能源、岚图汽车、江汽集团、上汽集团、广汽集团等11家车企，在央视直播镜头前谈 起了L3，这些车企基本囊括了中国汽车行业的四大央企和新势力代表，堪称中国新能源汽车行业的"半壁江山"。 行业普遍认为，L3级是从"辅助驾驶"到"完全自动驾驶"的重要过渡，后续的L4级自动驾驶将实现更大突破——在固定区域内，车辆可完全脱离人类干预， 真正实现无人驾驶。 这一小步，背后是全球十年的技术博弈。德国早在2021年就通过《自动驾驶法》，明确L3系统激活期间事故责任由车企承担，并要求车辆配备"黑匣子"记 录运行数据。奔驰Drive Pilot系统随后在德国高速公路上线，成为全球首个商业化的L3产品。相比之下，中国此次准入虽起步稍晚，却一步切入责任核 心，未走"测试"老路，而是直接启动附条件商业化运营。 但现实挑战在于人机共驾的信任建立——系统何时退出？驾驶员能否及时接管？未来交通治理将重新定义机器守规与责任切割的边界。 近日，工信部首次批准L3级自动驾驶商业化运营，通过L3级自动驾驶准入申请的两款车型为长安深蓝SL03与极狐阿尔法S6，标志着我国首次 ...

寒假临近，返乡、自驾出游以及家庭集中用车的需求明显增加，不少消费者也开始重新评估自己的购车计划。对于很多家庭而言，趁着假期前后更换一 辆空间更大、出行成本更低、智能化程度更高的新能源SUV，正成为一项现实而紧迫的选择。 从市场层面看，新能源SUV已经从早期的"尝鲜之选"，逐步演变为20万左右家用购车预算中的主流方案。根据中汽协与乘联会公布的数据，2024年国内 新能源汽车销量和渗透率持续走高，新能源车型在新车市场中的占比已接近甚至超过一半，市场进入高度成熟阶段。 在这样竞争高度内卷的背景下，"20万左右新能源SUV推荐哪些？"成为寒假前后消费者搜索和咨询频率极高的问题。对于预算在20万左右、以家庭使用 为核心诉求的用户来说，空间、续航、能耗、智能驾驶、安全以及长期用车成本，都是绕不开的关键考量。综合这些维度，下面这四款车型都值得重点 关注，其中尚界H5在智能驾驶、座舱体验和空间安全等方面展现出尤为突出的综合实力。 在进入车型推荐之前，可以先用几个关键维度简单建立一套"心里标尺"： ①空间与座椅布局： 是不是真正中型/中大型SUV； 二三排乘坐舒适度、进出便利性，以及后备厢装载能力。 ②续航与能耗： 纯电/增程 ...

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The digital home appliance industry is experiencing a transformation driven by AI technology, with significant developments in various sectors including education, retail, and robotics [1][2][3][4][6][9][10] Industry Trends - The education sector is leveraging generative AI to enhance personalized services, with companies like Fenbi exploring AI-driven products despite facing competition and the need for continuous investment [1] - New retail is shifting from supply-driven to demand-driven management through AI, addressing issues like inventory backlog and customer loyalty [2] - The "human-vehicle-home" ecosystem is evolving with 5G, AI, and IoT technologies, enhancing user experience and creating new business models [3] - AI video content is becoming longer and more sophisticated, democratizing the creative process in the film industry [4] - The AI terminal ecosystem is developing rapidly, with significant growth in AI smartphones and smart wearables, driven by advancements in domestic computing chips [4] - The humanoid robot market is projected to grow significantly, driven by labor shortages and technological advancements, although challenges remain [4][6] - AI entrepreneurship is transitioning from model competition to scenario-based applications, as showcased at the World Internet Conference [6] - The home appliance market is shifting towards quality and innovation, with air conditioners performing well despite price wars, while the black appliance sector faces challenges [9] - The coffee machine market is experiencing growth due to consumer demand for high-quality coffee experiences, reflecting a shift towards premium products [9] - The "Double 11" shopping festival highlighted the significant role of AI in driving sales and transforming consumer decision-making in the home appliance sector [10] Top Brand News - Soul App is preparing for an IPO, focusing on AI-driven emotional value services, with a strong user base among Generation Z [13] - Alibaba is launching new AI products aimed at the consumer market, seeking to enhance its ecosystem and address internal strategic challenges [14] - Yushun Technology is on the verge of going public, having established itself as a leader in the humanoid robot sector [14] - Rokid is gaining traction in the smart glasses market, collaborating with various partners to enhance product functionality and user experience [16] - Kuaishou reported strong revenue growth, attributing part of its success to AI technology that enhances online marketing [17] - Black Sesame Intelligence is addressing challenges in robot mass production with a new intelligent computing platform [18]