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不止数字风口,更是文化标杆:文化“新三样”加速破圈
Ren Min Ri Bao Hai Wai Ban· 2025-11-24 00:46
不止数字风口,更是文化标杆—— 文化"新三样"加速破圈("融"观中国) 11月的浙江桐乡乌镇,水汽氤氲,桂香浮动。 世界互联网大会期间,这座千年古镇敞开怀抱。以"数联全球·文聚浙里"为主题,一场关于网文、网 剧、网游等文化"新三样"高质量发展的交流展示活动在此举行。 位于乌镇云舟宾客中心的会场外,主题互动展区人流如织:微短剧拍摄实景让参观者亲身体验导演创 作;《黑神话:悟空》主角半身像前合影者排起长队。会场内,各界代表共聚一堂,探讨中国故事走向 世界的现实路径与未来图景。 "这是中国创作者的独特优势" 近年来,文化"新三样"在海外刮起强劲"中国风"。 《黑神话:悟空》首发即登顶多国游戏销量榜;《司藤》《长月烬明》等剧集在东南亚广受欢迎。数据 显示,2024年中国网络文学海外营收达48.15亿元;微短剧应用海外累计下载量近5500万次;自主研发 游戏海外销售收入超185亿美元。据预测,到2027年,这三项出口规模将继续大幅增长。 数字时代,为何网文、网剧、网游能成为中国故事的"新载体"?中国文化产品如何立足自身优势,提升 辨识度? 《仙剑奇侠传》《九州牧云录》等爆款小说的作者管平潮认为:"数字时代,能从浩如烟海 ...
真相比情绪重要,误读中国光刻机正在伤害真正的进步
Guan Cha Zhe Wang· 2025-11-20 00:56
Core Viewpoint - The article emphasizes the significant technological gap between ASML's advanced lithography machines and domestic Chinese alternatives, highlighting the complexities involved in semiconductor manufacturing and the need for realistic assessments of China's capabilities in this field [3][4][10]. Summary by Sections ASML's Technology Showcase - ASML showcased its advanced DUV lithography solutions, particularly the TWINSCAN XT:260 and TWINSCAN NXT:870B, at the 2025 China International Import Expo [1]. - The XT:260, designed for advanced packaging, features dual exposure capabilities and is based on the XT4 platform [3]. Technical Complexity of Lithography Machines - Modern lithography machines are intricate systems that integrate multiple disciplines, including optics, mechanics, electronics, software, and materials [4]. - ASML's EUV lithography machine consists of over 100,000 components from more than 5,000 suppliers, requiring precise coordination at the nanometer level [4][5]. Challenges in Domestic Development - The transition from assembling a lithography machine to achieving stable mass production typically requires a 6-12 month debugging period, emphasizing the importance of real-world data and experience [6]. - For domestic lithography machines to achieve sustainable industrial capabilities, collaboration with local customers is essential for performance optimization and long-term support [6][7]. Market Dynamics and Demand - ASML's recent orders totaled €2.6 billion in Q3 2024, with €1.4 billion for EUV machines, indicating strong demand primarily from companies like TSMC and Intel, rather than from China [10]. - ASML's market share in China is expected to decrease from 46% to around 20% by 2025, not due to domestic alternatives but because of fulfilled demand and a recovering global market [8]. Misinterpretations and Realities - Claims of a significant increase in Chinese semiconductor exports are misleading, as they primarily involve mature process chips that do not require advanced lithography technology [9]. - The article critiques the tendency to conflate advancements in packaging technology with breakthroughs in manufacturing technology, stressing the need for a clear understanding of the distinctions [5][10]. Future Outlook - The future of the semiconductor industry will belong to those who face reality, invest continuously, and accumulate knowledge over time [14]. - The article concludes that while China has made progress in certain areas of the semiconductor industry, the gap in lithography technology remains significant, and acknowledging this gap is crucial for realistic development strategies [10][15].
从“招商”到“育商”,吸引冷链新产线落地
Qi Lu Wan Bao· 2025-11-17 14:11
10月28日,山东冰艺嘉冷链科技有限公司(下称:冰艺嘉)在淄博先创区齐鲁智能微系统产业园C区揭牌投 产。这个年产量达20万台生产能力,并自带新飞、北极熊等知名冷链商企订单项目,从对接到投产仅用半 年时间,跑出了招商引资的"先创速度",也标志着新一条产业链生态的集聚成形。 随着新产线落地,淄博先创区这片占地约2.3万平米的厂区,即将成为全市商用智慧冷链设备自动化生产的 主场,带有"淄博制造"的商用冷柜、展示柜、制冰机等产品,将从这里奔赴全国各地。 纵观淄博先创区,冰艺嘉不是个例,多个产业链正在"一区六园"的精细布局中形成协同发展的产业生态, 从"招商"到"育商",淄博先创区为什么能够赢得众多优质项目的青睐? 赵原雪 淄博报道 选择 淄博先创区提供 "靶向"解决方案 投产的背后,是商用冷链行业广阔的蓝海。在冰艺嘉到来之前,淄博在这一领域还是空白。 公开资料显示,山东冰艺嘉冷链科技有限公司2023年成立于淄博先创区,是一家集研发、生产和销售于一 体的商用冷链设备企业,主要产品包括冷柜、展示柜、制冰机、厨房冰箱等冷链设备。 以冰艺嘉为龙头的商用智慧冷链设备项目,展现出怎样的发展潜力?据山东冰艺嘉冷链科技有限公司董事 ...
2025全球计算大会召开,GCC彰显全球计算生态核心枢纽价值
Huan Qiu Wang Zi Xun· 2025-11-13 05:55
Core Insights - The global computing industry is entering a critical phase characterized by "standard co-construction and ecological integration" driven by AI [2] - The Global Computing Alliance (GCC) has made significant progress in its first 500 days, establishing a structure of 12 branches covering key areas such as intelligent computing and high-performance computing [3] - GCC aims to enhance international collaboration and standardization efforts, focusing on high-value industries and local partnerships [4] Group 1: Industry Developments - GCC released 15 industry reports and over 20 group standards, with 5 new standards announced at the conference, focusing on applications in finance and cloud computing [3] - The annual international report titled "Top Ten Trends in Global Computing Power (2026)" highlights the transformative impact of AI on the computing industry [3] - The establishment of the Embodied Intelligence Industry Development Committee aims to standardize and globalize embodied intelligence technologies [5] Group 2: International Collaboration - GCC is collaborating with international standard organizations to expand its global footprint, particularly in trustworthy computing and local partnerships in Asia [4] - The "One State, One Center" initiative will replicate successful domestic branch experiences internationally, aiming to build efficient international cooperation channels [4] Group 3: Community and Ecosystem - The OpenAIInfra community, evolved from the GCC's open liquid cooling committee, aims to fill technical specification gaps in AI infrastructure [4] - The Intelligent Computing Industry Development Committee has set up five industry projects to address technological challenges and attract over 80 partners [5] - Super Fusion's collaboration with GCC has led to the development of industry standards and solutions that enhance AI implementation [6]
首发丨半导体最受期待的CVC,完成12.5亿募集
投中网· 2025-11-12 01:58
Core Viewpoint - The establishment of "Xilian Capital" marks a significant milestone in China's semiconductor industry, indicating a shift towards a more mature stage characterized by deep domestic substitution, mergers, and innovation [3][4][19]. Group 1: Industry Development - The semiconductor industry in China is evolving rapidly, with "Xilian Integrated" becoming a model enterprise, ranking as the world's tenth largest dedicated wafer foundry and leading in silicon carbide business in Asia [3]. - The establishment of the Science and Technology Innovation Board (STAR Market) is crucial for the growth of the semiconductor sector, facilitating smoother IPO processes and attracting investments [4][19]. - The rise of "Xilian Capital" signals that the speed of China's semiconductor industry growth is exceeding expectations, transitioning from an era of internal competition to one of collaboration and innovation [3][4]. Group 2: Investment Strategy - "Xilian Capital" aims to raise a primary fund of over 1.5 billion yuan, focusing on upstream semiconductor sectors such as equipment, materials, and design companies, as well as downstream fields like AI and robotics [5][6]. - The fund's investor lineup includes major industry players and market-oriented funds, indicating a highly market-oriented structure that enhances collaboration and resource sharing [6][7]. - The investment strategy emphasizes building a long-term "friend circle" among investors to create sustainable value and a closed-loop investment ecosystem [7][10]. Group 3: Market Opportunities - Despite concerns about market saturation, the semiconductor sector in China still presents numerous investment opportunities due to low domestic substitution rates and the need for self-sufficiency [19][20]. - The focus on high-value, differentiated products is essential to meet the increasing demand for quality and efficiency in the semiconductor industry [19][20]. - The collaboration between "Xilian Capital" and leading companies aims to address critical challenges in the industry, such as the development of key technologies and components [26][27]. Group 4: Future Goals - The long-term goal of "Xilian Capital" is to establish a competitive ecosystem for power and analog chips in China, enabling the country to lead in global semiconductor innovation [48][50]. - The strategy includes fostering deep cooperation with top enterprises to solve critical issues and enhance the overall competitiveness of the semiconductor industry [26][27]. - The emphasis on creating a collaborative ecosystem reflects the understanding that competition in the semiconductor field is increasingly about ecosystem strength rather than isolated success [49][50].
马斯克万亿美元薪酬背后:造车没意思了?
21世纪经济报道· 2025-11-11 09:12
Core Viewpoint - Tesla's CEO Elon Musk has been granted a ten-year compensation plan worth $1 trillion, which is essentially a high-stakes "bet" that requires the company's market value to increase from over $1 trillion to $8.5 trillion and annual profits to reach $400 billion within a decade [1] Group 1: Compensation Plan and Targets - The compensation plan is contingent upon achieving significant milestones, including breakthroughs in vehicle deliveries, Full Self-Driving (FSD), Robotaxi, and humanoid robots [1] - Achieving the profit target of $400 billion would require a twenty-fold increase from last year's profit of approximately $17 billion [1] Group 2: Business Model Transformation - Tesla aims to transition from being a traditional car manufacturer to a service-oriented business model, similar to "Apple on wheels," where the car serves as a data-collecting terminal and a mobile service platform [2] - The goal is to create a closed-loop ecosystem that encourages continuous user engagement and revenue generation through services [2] Group 3: Role of China - China is seen as a critical component in Tesla's strategy, leveraging its efficient supply chain to reduce R&D and innovation costs [3] - The Shanghai Gigafactory is highlighted as Tesla's most efficient and cost-effective factory globally, playing a vital role in achieving the ambitious scale targets [3] Group 4: Market Concerns - Despite the grand vision, market skepticism remains, as evidenced by Tesla's stock price decline, reflecting concerns over Musk's ability to manage multiple high-stakes ventures simultaneously [4] - The execution of this ambitious plan is fraught with challenges, and any failure in key areas could jeopardize the entire strategy [3][4]
从「车用」到全场景,宜宾开辟动力电池新蓝海
3 6 Ke· 2025-11-10 06:31
Core Insights - The 2025 World Power Battery Conference will be held in Yibin, China, highlighting the city's significance in the global power battery industry as it transitions into a more complex and competitive phase focused on ecosystem, cost, application, and technology [1][4][16]. Group 1: Industry Landscape - Yibin produces 10% of the world's power batteries, indicating its central role in the industry [1]. - The focus of competition is shifting from scale to ecosystem and technology, with the theme of the conference emphasizing new opportunities for industry evolution [1][4]. - Yibin's industrial ecosystem is characterized by a "resilient" approach, providing certainty for enterprises amid increasing homogenization in competition [4][16]. Group 2: Cost and Efficiency Advantages - Yibin benefits from low industrial electricity costs, with prices at 0.35 yuan per kWh, significantly lower than other regions, leading to substantial cost savings for power battery manufacturers [11][15]. - The city has developed a complete green closed-loop industrial chain for power batteries, with over 90% of battery components sourced locally, enhancing supply chain efficiency and reducing logistics costs [15][16]. - The local government has adopted an innovative investment model combining funds and industry chains to attract key supply chain enterprises, resulting in a robust industrial ecosystem [15][16]. Group 3: New Market Opportunities - Yibin is actively creating new market scenarios for power batteries, including a focus on heavy-duty truck battery swapping and electric vessels, positioning itself as a testing ground for future applications [17][20]. - The city has established 19 battery swapping stations for heavy-duty trucks and is developing a cross-regional battery swapping network [18][20]. - Yibin has launched initiatives for electric vessels, including a 5000-ton dual-power cargo ship and various electric passenger and patrol boats, expanding the market for high-value marine batteries [21][20]. Group 4: Technological Advancements - Yibin aims to transition from a manufacturing hub to a research and development center, focusing on next-generation technologies like solid-state batteries [24][29]. - The establishment of a research station led by a prominent academic has attracted top talent and facilitated local innovation, enhancing Yibin's competitive edge in battery technology [28][29]. - Yibin is developing a pilot line for sulfide solid-state batteries, which are considered to have superior potential in conductivity and energy density compared to other technologies [29][33]. Group 5: Future Outlook - The upcoming conference will showcase Yibin's role not only as a manufacturing base but also as a key player in the next generation of applications and technologies in the power battery sector [23][35]. - Yibin's comprehensive approach to building a sustainable and healthy development path in the power battery industry serves as a compelling model for the future [33][35].
海淀“两区”建设成果亮相上海进博会
Bei Jing Shang Bao· 2025-11-07 09:41
Core Insights - The 2025 Haidian District "Two Zones" construction promotion event was held during the 8th China International Import Expo, showcasing the latest achievements of Haidian's development [1] - Haidian District is recognized as a core area of Beijing's international science and technology innovation center, ranking first in the "2024 Annual China Most Valuable Venture Capital District List" [1] - The district's GDP is projected to reach 1.29 trillion yuan in 2024, contributing the highest to Beijing's economy for nine consecutive years [1] Economic and Innovation Environment - Haidian boasts a robust economic foundation with a global-leading innovation ecosystem, housing 37 top universities and 2 national laboratories [1] - The district has approximately 46.9 million square meters of industrial space and has introduced over 10 billion yuan in new policies to support industries and finance [1] - In 2024, 372 foreign-funded enterprises chose to establish operations in Haidian, maintaining the highest actual foreign investment in the city for seven years [1] Policy Support and Development Strategies - Haidian continuously improves its policy framework to support the entire lifecycle of technology enterprises, focusing on innovation-driven development and key industry pain points [2] - The district offers up to 20 million yuan in support for leading incubators and up to 100 million yuan for "challenge-based" initiatives [2] - Specific policies have been implemented for core industries such as artificial intelligence, healthcare, and integrated circuits, optimizing the industrial ecosystem [2] Regional Collaboration and Future Prospects - The promotion event featured presentations from various towns and companies within Haidian, highlighting significant technology parks and industry clusters [3] - A 10 billion yuan industrial fund pool has been established in Dongsheng Town to support enterprise growth, alongside rent reductions and international entrepreneurship competitions [3] - Six quality enterprises from the Yangtze River Delta signed cooperation memorandums with Haidian, injecting new vitality into the "Two Zones" construction [3]
副省级城市第三!截至9月底,成都市经营主体合计405.41万户,背后有这些“增长密码”
Sou Hu Cai Jing· 2025-11-06 11:55
Core Insights - Chengdu's business entities reached 4.0541 million by the end of September, ranking third among sub-provincial cities, indicating steady growth in the city's economic landscape [1] - Chengdu was recognized as an "Innovative City" in the "2024-2025 Urban Business Environment Innovation Report," highlighting its improvements in public service optimization and rights protection [1] - The city's continuous optimization of the business environment, improvement of industrial ecology, high-quality development of parks, and innovative talent policies are key factors driving its high-quality growth [1] Business Environment - The shift from "enterprises seeking government" to "government seeking enterprises" reflects a significant change in Chengdu's business environment, enhancing the ease of doing business [3] - Chengdu's government has actively supported companies, such as facilitating the first domestic import of umbilical cord blood stem cells and expediting the establishment of new enterprises [3] Policy and Service Enhancements - Chengdu has implemented a "one-code inspection" mechanism to streamline regulatory processes, reducing the burden on businesses and improving efficiency [6][7] - The city has integrated 800 inspection items and over 30,000 enforcement personnel into this system, achieving a satisfaction rate exceeding 99% among businesses [7] Talent Attraction and Support - Chengdu ranked fifth in the "Most Attractive Chinese Cities for Foreign Talent" report, showcasing its appeal to skilled professionals [8] - Recent talent policies focus on creating a comprehensive ecosystem for talent development, emphasizing platform optimization and ecological construction rather than just financial incentives [8]
蝉联四届楼宇经济全国30强,何以开福?
Chang Sha Wan Bao· 2025-11-03 14:09
Core Insights - The article highlights the success of Kaifu District in being recognized as one of the "Top 30 Benchmark Districts for Building Economy Development" in China for four consecutive years, showcasing its innovative practices in building economy development [1][10] Group 1: Building Economy Development - Kaifu District has established a "building matrix" as a core practice for developing its building economy, with a focus on industry clusters rather than just physical structures [2][4] - The district has developed 168 high-end office buildings over 5,000 square meters, totaling over 8.02 million square meters, creating a vibrant "building forest" [2][4] - Key industry clusters include finance, information technology, culture, and healthcare, with significant contributions from major companies and institutions [4][5] Group 2: Industry Ecosystem and Collaboration - The district promotes an "upstairs-downstairs" collaboration model, where businesses within the same building can easily cooperate, enhancing operational efficiency [5][7] - The Ma Lan Mountain area exemplifies this model, with over 100 tech companies collaborating to reduce operational costs and improve innovation efficiency [7] Group 3: Service and Recruitment - Kaifu District has successfully attracted 412 new enterprises this year through targeted recruitment strategies and high-quality services [8][10] - The district utilizes a "Ten Thousand Building Data Platform" that leverages big data and AI for precise matching of building resources and enterprise needs [10]