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奇瑞、广汽固态电池“实质进展”追踪
高工锂电· 2025-07-09 10:04
Core Viewpoint - The article discusses the advancements in solid-state battery technology, highlighting the progress made by companies like Anwa and GAC in developing and manufacturing solid-state batteries, while also addressing the challenges and future directions in the industry [2][3][4]. Group 1: Anwa's Developments - Anwa New Energy announced the successful production of its first engineering samples from a GWh-level solid-state battery production line, marking a significant step towards large-scale manufacturing in China [2]. - The production line has an annual capacity of 1.25 GWh and utilizes a dual-dry method that reduces the core processes from 11 to 5, leading to a 30% reduction in fixed asset investment and a 20% decrease in energy consumption [2]. - The initial "solid-state 1.0" battery has an energy density exceeding 300 Wh/kg and has passed rigorous safety tests, indicating high safety standards [2]. Group 2: GAC's Research Path - GAC Aion's review of its research path reveals a systematic evolution in technology, initially starting with polymer systems but shifting focus to sulfide systems due to their higher ionic conductivity and potential for high performance [3][4]. - GAC's exploration indicates that a single material system may not solve all challenges, suggesting a composite approach that combines different materials for optimal performance [4][5]. - The company is focusing on enhancing the stability and manufacturing processes of sulfide electrolytes, which are sensitive to air and solvents, posing significant production challenges [5]. Group 3: Material and Manufacturing Challenges - GAC's strategy involves developing low-expansion materials and flexible binders to address the challenges posed by high-capacity anodes, such as silicon-based materials that experience significant volume changes during charge and discharge cycles [6][7]. - The evaluation of various silicon materials shows that CVD silicon-carbon exhibits superior expansion control, achieving around 30% expansion rate, although its rate performance remains a limitation [8]. - GAC is also exploring polymer composite solid-state routes, which offer compatibility with existing liquid battery production lines, but face challenges in achieving the required safety standards and performance metrics [9]. Group 4: Industry Outlook - GAC expresses caution regarding the optimistic timelines for vehicle applications of solid-state batteries, emphasizing the significant challenges that remain to be addressed before achieving commercial viability [9]. - The company is seeking innovative solutions, such as AI simulation technology, to streamline the development process from materials to design [9].
韩国内阁关键面孔⑥:唯一留任的“前朝”部长
Qi Lu Wan Bao Wang· 2025-07-09 00:32
民调机构"盖洛普韩国"4日发布的民调显示,韩国总统李在明上任"满月"之际的支持率为65%。与此同 时,李在明政府的内阁班底也基本完成搭建。值得注意的是,前政府的农林畜产食品部长官宋美玲获得 留任,成为李在明内阁中唯一"前朝"部长,这在韩国政坛引发争议。 李在明政府部长级高官人事安排中最受争议的,是留任农林畜产食品部长官的宋美玲。她是尹锡悦政府 唯一得以继续任职的部长,上一次出现这种情况还要追溯到上世纪90年代后期金大中政府接替金泳三政 府时期。 韩国总统秘书室长姜勋植在发布相关人事安排消息时也表示,宋美玲被留任体现出李在明政府旨在践 行"实用主义"的施政理念,即不分党派,将绩效和能力作为人事任免的 标准,向优秀人才提供机会。 这番表态让国民力量党如鲠在喉,既想批评李在明"作秀",却又觉得这么做很尴尬。宋美玲拥有首尔大 学博士学位,是韩国农村经济研究院资深研究委员,专攻农业政策。2023年12月尹锡悦改组内阁时,提 名她出任农林畜产食品部长官。宋美玲任内主导修订《粮食安全管理法》,将战略储备品种从12类扩充 至18类,并建立与军方的联合调度机制,专业能力获得好评。 去年12月紧急戒严闹剧后,宋美玲作为出席国务会 ...
为什么越丑的鞋越值钱?
远川研究所· 2025-07-08 10:54
笑出声的丑鞋不止Crocs一家,2012年,《THE CUT》评选"史上最丑的五十双鞋",诞生于1774年的德 国凉鞋 Birkenstock(即勃肯鞋) 赫然在列。 2007年6月,《华盛顿邮报》时尚板块对时任总统小布什发难,理由是小布什穿黑袜子的同时穿了一双 同色的洞洞鞋,丑到了看照片的每一个人[1]。 小布什还是生错了时代,十八年过去,丑鞋已经比小布什本人还要受欢迎。曾经对着丑鞋口诛笔伐的时 尚杂志们放下屠刀,转而承认2024年是属于怪鞋的一年[2]。 在年轻人人脚一双的时代里,洞洞鞋母公司 卡骆驰(Crocs Inc.) 股价,连续四年跑赢道琼斯美国球鞋 公司指数。 结果步入25财年,勃肯鞋践行了"越丑越好卖"的真理,营收连续九季度保持双位数的增长。 勃肯鞋在电影《芭比》中的亮相,随后在时尚引擎Lyst上的搜索量暴增110%[3] 2021年,LVMH旗下的私募基金L Catterton果断出手,以43亿美元收购了Birkenstock 70%的股份。时至 今日,Birkenstock的市值已经突破百亿美元,几乎等同于两个李宁。 可见丑得泯然众人是个体力活,丑得剑走偏锋,就是脑力活了。 相似的破圈之路 ...
乔迁新址启新程,一汽丰田在变革浪潮中持续向上
Zhong Guo Qi Che Bao Wang· 2025-07-04 07:47
在汽车产业百年未有之大变局中,企业的每一次战略抉择都如同在时代洪流中校准航向。 2025年6月28日,一汽丰田销售公司正式由北京迁至天津,这场跨越120公里的地理位移,不仅是企业空间布局的调整,更是其深化战略转型、重构竞 争优势的关键落子。当我们站在中国汽车市场深度调整的转折点回望,一汽丰田销售公司乔迁天津的决策,恰似一记精准的楔子,将企业发展脉络深深嵌 入产业变革的肌理之中。 此次搬迁绝非简单的物理空间转移,而是一汽丰田成功构建起以市场为指挥棒的研产销一体化机制,使企业在电动化、智能化转型赛道上获得更敏捷 的身位。更值得关注的是,这场变革与一汽丰田成立22年来的积淀形成共振,从产品迭代到服务升级,从技术突破到营销创新,一个更懂中国市场的合资 新力量正在破茧而出。 乔迁天津 战略重构背后的三重逻辑 其一,即是打破空间壁垒,构建决策新生态。在传统汽车产业体系中,研发、生产、销售三大环节往往呈现线性传导特征。一汽丰田销售公司乔迁天 津,实质是打破这种物理隔离,将销售端的市场洞察直接导入研发与生产体系。通过天津研发中心与销售公司的紧密协作,实现从概念到量产的跨越。 第二重逻辑则是深化本土化,打造中国专属竞争力。面对 ...
救经济救股市、促中韩关系回暖:李在明执政满月民调“好评”
Di Yi Cai Jing· 2025-07-03 14:13
韩国民调机构Realmeter于6月30日发布的一份民调结果显示,总统李在明的施政好评率为59.7%。 据央视新闻报道,3日,李在明在开场发言中表示,自己上任以来一直在全力恢复崩溃的民生。他表示, 就任以来下达的第一个指示就是成立"紧急经济检查特别小组",集思广益拯救民生经济,寻找解决方法。 李在明同时指出,当前时期更需要国家财政发挥积极作用,因此政府编制了追加预算案,呼吁国会能够迅 速通过预算案,促进经济复苏、刺激民间消费。 一个月前,彼时作为共同民主党候选人的李在明以49.42%(1728.75万张)的得票率胜出,领先得票率第 二的国民力量党候选人金文洙约8个百分点。李在明正式成为韩国第21届总统。执政一个月来,李在明一 边忙着组建内阁,一边重新调整韩国的政治经济议程。6月26日,李在明已在国会发表就任后首次施政演 说,勾勒未来五年韩国的政经愿景。 上海市朝鲜半岛研究会副会长、上海对外经贸大学朝鲜半岛研究中心主任詹德斌告诉第一财经,无论在人 事任命还是政策推进方面,李在明都在遵照自己此前承诺的"实用主义"来进一步落实,"尤其在外交领 域,未来他的平衡与务实主义外交能走到哪一步,值得观望"。 韩国民调机构R ...
2025 ToC AI产品:仅有3%用户愿意付费,29%的父母每天使用
Founder Park· 2025-06-30 11:47
Core Insights - The report by Menlo Ventures reveals that over 61% of American adults have used AI in the past six months, indicating a significant shift in consumer behavior towards AI integration in daily life [5][6][10] - Despite the high usage rates, only 3% of users are willing to pay for AI services, leaving a substantial market gap of $420 billion [6][13] - The report identifies key opportunities in personalized scenarios where AI penetration is still low, suggesting a focus for entrepreneurs [3][9] Market Overview - The consumer AI market has grown to a $12 billion industry within just two and a half years since the launch of ChatGPT [10][13] - With an estimated 1.7 to 1.8 billion global users, the market potential is vast, but the current revenue generation is significantly lagging behind potential [6][13] - The report highlights that 81% of the revenue in the consumer AI market is captured by general AI assistants, with ChatGPT alone accounting for approximately 70% of consumer spending [41][43] User Demographics - The report reveals unexpected user demographics, with millennials (ages 29-44) being the heaviest users of AI, contrary to the assumption that younger generations would dominate [16][19] - Parents are identified as "super users," with 79% having used AI, and 29% using it daily, significantly higher than non-parents [25][30] - High-income households show a higher AI usage rate, with 74% of families earning over $100,000 using AI compared to 53% of those earning under $50,000 [20][21] Usage Patterns - AI is predominantly used for routine tasks, with email writing being the most common application at 19% of users, followed by task management and research [50][51] - The report indicates that while AI is widely used, the depth of adoption in specific tasks remains shallow, suggesting that there is room for growth in specialized applications [52][55] - AI's role in creative expression is significant, with over 51% of creators using AI for writing, and 38% for presentations, indicating a strong market for creative AI tools [59][63] Opportunities for Growth - The report identifies five key areas where AI can create value: routine tasks, health management, learning and development, interpersonal connections, and creative expression [44][46] - There is a notable gap in AI adoption in health management, with only 20% of those seeking health information using AI, highlighting a potential market opportunity [71][72] - The report emphasizes the need for AI tools that can effectively address high-friction, high-trust tasks, as these areas present significant opportunities for specialized AI solutions [76][80] Future Trends - The report predicts a shift towards professional tools becoming mainstream, moving away from general assistants [86] - It anticipates that AI will evolve from task-oriented tools to comprehensive workflow automation, enhancing user experience [86] - The emergence of voice AI and physical AI in homes is expected to further integrate AI into daily life, creating new market opportunities [86]
“父母”竟是超级用户?——2025消费级AI用户行为全景图 | Jinqiu Select
锦秋集· 2025-06-29 13:29
Core Insights - The report reveals that over 61% of American adults have used AI in the past six months, indicating a significant shift in consumer behavior towards AI adoption [4][8] - Despite the high usage rates, only 3% of users are willing to pay for AI services, leaving a substantial market gap of $420 billion [8][11] - The report emphasizes that personalized scenarios with low AI penetration are key opportunities for entrepreneurs to explore [3][7] Market Overview - The consumer AI market has reached a size of $12 billion, with an estimated 1.8 billion global users, of which 500 to 600 million are daily users [4][11] - The report highlights a stark contrast between the high user base and low monetization, with only 3% of users converting to paid services [11][12] - The enterprise AI market has seen a significant increase in spending, reaching $13.8 billion, which is over six times the previous year [11] User Demographics - The report identifies surprising user demographics, showing that Millennials (ages 29-44) are the heaviest users of AI, contrary to the expectation that younger generations would dominate [13][16] - Parents are emerging as "super users," with 79% having used AI, and 29% using it daily, significantly higher than non-parents [22][26] - The report notes that AI usage is highest among students and high-income households, with 85% of students using AI tools [17][18] Usage Patterns - AI is predominantly used for routine tasks, with email writing being the most common application at 19% usage among American adults [47][49] - The report categorizes AI applications into five core areas: Routine Tasks, Physical and Mental Health, Learning and Development, Connection, and Creative Expression [42][44] - Despite the broad range of applications, the depth of AI adoption in any single task remains shallow, indicating that AI is not yet a daily necessity for most users [50][51] Opportunities for Growth - The report identifies significant opportunities in high-frequency, high-friction, and high-trust tasks where AI can provide substantial value [75][81] - Areas such as health management, financial management, and personalized learning show low AI adoption rates despite high demand, indicating potential market gaps [82] - The report suggests that specialized tools that address specific user needs could thrive in the current landscape dominated by general AI assistants [37][41] Future Trends - The report anticipates a shift towards professional tools becoming mainstream, moving away from general assistants [93] - It predicts that future AI will transition from task-oriented to workflow automation, allowing for more complex processes to be managed by AI [93] - The emergence of social AI tools that facilitate connections and relationships is also highlighted as a growing trend [93]
启用政治盟友构建“危机应对型”班底,李在明政府外交安保团队初步成形
Huan Qiu Shi Bao· 2025-06-12 22:28
【环球时报驻韩国特约记者 黎枳银】综合韩联社、《韩民族日报》等韩媒12日报道,新任韩国总统李在明的首批外交与安保核心团队人选已基本 成形。统一部、外交部及国防部3位长官人选虽尚未正式公布,但均已处于事实上的敲定阶段。 《韩民族日报》援引韩国政府与执政党共同民主党方面消息称,统一部长官拟由5届国会议员郑东泳出任,外交部长官将由前驻联合国大使赵显担 任,国防部长官则确定为5届议员、前国会国防委员会委员长安圭伯。3人均为李在明多年来的重要政治盟友,在当前地缘局势紧张等背景下,此 次人事安排凸显新政府以稳定施政为优先任务,意在构建具备应变能力的"危机应对型"外交安保班底,尽快修复尹锡悦政府时期一度削弱的对外 战略体系。 在外交方面,李在明已于就职当天亲自任命国家安保室长魏圣洛。与之搭配的赵显亦引发舆论高度关注。两人同为外务考试第13期出身,长期保 持良好合作关系。魏圣洛在对美事务与朝核外交领域经验丰富,赵显则深耕多边外交与国际通商议题,历任外交部国际经济局局长、多边外交协 调官、第一次官、第二次官及驻联合国大使,兼具双边与多边经验,在国际组织中积累了广泛人脉与丰富经验。 据报道,赵显深度参与李在明"中道实用主义"外交 ...
《莫迪里阿尼》:在光影中解构艺术天才的灵魂与时代?
Jing Ji Guan Cha Bao· 2025-06-12 05:30
Core Perspective - The film "Modigliani" directed by Mick Davis explores the artistic genius of Amedeo Modigliani and his rivalry with Pablo Picasso, highlighting the eternal conflict between artistic purity and commercial success [1][2][4] Artistic Conflict - The narrative centers around a heated painting competition that places Modigliani and Picasso in a clash of artistic ideologies, with Modigliani representing pure artistic expression and Picasso embodying commercial success through innovation [2][4] - Modigliani's unique portrait style, characterized by elongated necks and mysterious features, serves as a visual projection of his inner world, contrasting sharply with Picasso's groundbreaking cubism that redefined traditional painting [2][3] Historical Context - The film vividly recreates the Montmartre art scene of the early 20th century, featuring narrow streets and vibrant cafes, enhancing the historical authenticity and immersing the audience in a transformative artistic era [3][4] - Cameos by notable artists like Hemingway and Utrillo further enrich the film's depiction of this artistic golden age [3] Tragic Fate of Modigliani - The film poignantly portrays Modigliani's tragic life, marked by poverty, illness, and unrecognized talent, culminating in his relentless pursuit of art even in his final moments [3][4] - Modigliani's story reflects the broader narrative of many artistic geniuses who often achieve recognition posthumously, emphasizing the struggle against fate and societal indifference [3][4] Reflection on Art - "Modigliani" serves as a profound reflection on the nature of art, illustrating the challenges artists face in balancing idealism with the harsh realities of life [4] - The film encourages a more inclusive understanding and appreciation of art, recognizing the emotional and spiritual investment behind each masterpiece [4]
特朗普“死磕”哈佛,美国精英教育陷入“至暗时刻”?
Sou Hu Cai Jing· 2025-06-09 01:31
近期,哈佛大学因一系列争议事件成为全球舆论的焦点,涉及政治博弈、文化冲突与教育理念的激烈碰撞。这些事件反映出美国社会深层次的矛盾,并揭 示出该国在转型期面临的复杂局面。 特朗普政府与哈佛大学的冲突,实质上是一场关于教育自治权与政府监管边界的较量。冲突起源于去年高校内支持巴勒斯坦的抗议活动引发的反犹太争 议,及长期以来围绕种族因素在大学招生政策中的争论。特朗普政府以"保护犹太裔学生权益"及"维护教育公平"为名,对哈佛发起了一系列施压措施,包 括冻结联邦资金、要求整改招生程序和提供国际学生违规信息等。 在这场博弈中,哈佛选择公开反击,将政府的信件与回应整理成超过70页的公开文件,强调学术自由与机构自主。与此同时,特朗普政府则以强硬的"非 黑即白"姿态,对不服从的高校施加经济制裁,甚至威胁取消国际学生的招生资格。这种"顺我者昌,逆我者亡"的治理风格,与哈佛所代表的精英教育体 系形成了鲜明的对立。与此形成对比的是,哥伦比亚大学和麻省理工学院(MIT)等学校选择妥协,暂时平息了争议,凸显了美国高校在政治压力下的不 同应对策略。 尽管特朗普政府的举措在短期内引发了广泛舆论震动,但在执行层面却面临多重困难。例如,要求哈佛提 ...