Core Viewpoint - The article emphasizes the irreplaceability of China's supply chain in the new global landscape, rooted in its strong industrial cluster effect, flexible customization capabilities, and deep reserves of technology and talent [1] Group 1: SHEIN's Role in Supply Chain Transformation - SHEIN exemplifies how to leverage China's vast supply chain to create platform-level competitive advantages, transforming traditional manufacturing into a tech-driven, demand-responsive agile supply chain [2][3] - The digitalization and flexibility introduced by SHEIN have significantly improved efficiency in traditional factories, enabling them to adapt to modern production demands [2][3] - SHEIN's empowerment system, which integrates digitalization, greening, and differentiation, fosters greater industrial collaboration and resilience across the supply chain [3] Group 2: Employment and Economic Impact - SHEIN's development has stimulated job creation across various sectors, with estimates indicating that it has contributed to the employment of millions in related industries [3][6] - The company’s initiatives in digitalization and green transformation are central to China's ascent in the global value chain, with significant growth in exports of textiles and apparel [6][7] - The training programs initiated by SHEIN have resulted in a substantial increase in the skill level of workers, enhancing the overall quality and efficiency of the workforce [6][7] Group 3: Green Transformation and Sustainability - SHEIN's commitment to sustainability is evident in its goal for net-zero emissions by 2050 and its ongoing projects aimed at reducing waste and carbon footprint across the supply chain [14][15] - The implementation of energy-efficient practices and renewable energy sources in supplier factories has led to significant reductions in water and energy consumption [15][16] - The green transformation initiatives not only lower costs but also improve environmental conditions and worker welfare, contributing to sustainable competitive advantages for Chinese manufacturing [16] Group 4: Talent Development and Education - SHEIN is actively reshaping the talent landscape in the apparel industry by establishing partnerships with educational institutions to create training programs that align with market needs [22][24] - The company has developed a comprehensive talent cultivation system that includes on-the-job training and skill enhancement for workers, addressing the industry's labor shortages [22][23] - SHEIN's initiatives have made the apparel manufacturing sector more attractive to younger generations, fostering a new wave of skilled workers [19][20] Group 5: Replicable Business Model - SHEIN's "on-demand fashion" model has proven to be a successful template that can be replicated across various industries, demonstrating the potential for digital transformation in traditional sectors [26][28] - The company's agile supply chain reduces inventory risks and enhances profitability for suppliers, creating a win-win situation for all stakeholders involved [26][27] - SHEIN's approach illustrates that traditional industries can achieve both efficiency and sustainability, setting a precedent for future industrial practices [28][29]

Core Viewpoint - Cheetah Mobile (CMCM) is experiencing growth in revenue and net profit, indicating a positive financial trajectory as it transitions towards AI-driven industrial internet solutions [1][2]. Financial Performance - As of March 31, 2025, Cheetah Mobile reported total revenue of 259 million RMB, representing a year-on-year increase of 36.11% [1]. - The company's net profit attributable to shareholders was -33.36 million RMB, showing a year-on-year growth of 58.32% [1]. Strategic Direction - Cheetah Mobile is evolving from a mobile internet company to an AI-driven industrial internet company, focusing on enhancing life through technology [2]. - The company has developed a vertically integrated AI capability, which includes self-developed chip computing power, algorithm capabilities, system capabilities, application capabilities, and a commercial brain [2]. - Cheetah Mobile's AI solutions encompass intelligent service robots and AI empowerment solutions, aiming for non-continuous growth and positioning itself as a leading global AI industrial internet company [2].

作 者丨周潇枭 编 辑丨季媛媛 图 源| 2 1世纪经济报道 6月21日，中国人民大学中国宏观经济论坛（CMF）2025年中期论坛在京举行，本期论坛聚 焦"稳舵远航的中国宏观经济"。 重庆市原市长黄奇帆在论坛上发言表示，未来五年的"十五五"期间，中国经济进入到全力推 动新质生产力发展的阶段。抓好新质生产力，从增量上，要抓好中央提出的15个战略新兴和 未来产业；从存量上，就是现在100多亿工业制造业产值，要着力抓好绿色、低碳化和数字智 能化的发展，用绿色低碳和数字智能赋能融合到存量的生产力体系。在服务业方面，要着力 抓好生产性服务业。生产性服务业有十个大类，分别是技术开发和创新、物流配套服务、金 融服务、检验检测认证服务、绿色低碳服务、数字化服务、销售和售后服务、品牌广告和知 识产权服务、会计和法律等专业咨询服务、人才培养和管理服务等。 黄奇帆表示，生产性服务业不仅是制造业高科技发展的温床、土壤，也是新质生产力发展的 温床、土壤。生产性服务业还自带光环，直接就是GDP的增长极、独角兽的主要板块，是服 务贸易发展的基础，是高端装备附加值最主要的来源，是全要素生产率的组成部分。 "中国的生产性服务业，前两年的数据是 ...

据相关负责人介绍，万联易达集团打造了"人工智能+商品交易+整车物流+数智金融"互为支撑的四大平 台。"在产业互联网生态系统中，4大平台相互共济。商品交易的真实场景以及整车物流运费结算和货运 轨迹等数据，使得数智金融平台能够基于真实业务场景提供合理的金融方案，有效降低了银行授信和保 险业务的风险。" 因此，在业内看来，万联易达运单贷具备了更加灵活的"无需资产抵押，凭运单既可贷"的核心优势，进 而也获得了"授信速度快、授信范围广、高额度支持、银行级风控"的相关金融支持。 抱着试试看的心态，李伟在万联易达物流平台上申请了额度测评。短短半个小时，系统就完成了运单数 据核验和银行授信评估。第二天清晨，约85万元的运单贷款到账，并直接通过万联易达平台分别打入了 各个司机的账户。这笔"及时雨"无需资产抵押，仅凭实实在在的运输订单就撬动了资金活水。 "手机点一点，压在手里的运单就变成了流动资金，就像给生锈的齿轮加入了润滑油。"随着20余辆货车 重新轰鸣起来，李伟也惊喜地发现，不仅运单贷盘活了资金，同时公司在接入了万联易达集团产业互联 网生态系统后，通过使用物流调度大模型，公司的物流业务运营效率也得到了有效提升。 某长沙物流公 ...

Core Insights - The development of AI is creating new opportunities across various industries, with large models driving the digital ecosystem forward [1] - The industrial internet is becoming a key driver for digital transformation in many sectors, enhancing efficiency and intelligence in products and services [1] Group 1: Company Developments - Meiyun Zhishu, an industrial software company incubated by Midea Group, leverages AI technologies to provide digital consulting services and industrial software solutions across verticals like automotive and electronics [2] - Xuanwu Cloud, a CRM service provider, is enhancing its AI capabilities to create impactful products, such as its Xuantong AI, which improves marketing efficiency for consumer goods companies [3] - Mingyuan Cloud, a digital solution provider for the real estate ecosystem, is accelerating its "AI+SaaS" product innovation to drive business growth and enhance customer engagement [3] Group 2: Industry Trends - The integration of AI in industrial internet is significantly supporting digital transformation and improving production efficiency across various sectors [4] - Companies like Meiyun Zhishu are sharing their digital experiences with other manufacturers, helping them implement AI solutions to enhance operational efficiency [4] - The collaboration between industry and academia is being emphasized, with companies like Gechuang Dongzhi partnering with universities to foster AI research and application [6][7] Group 3: Talent Development - There is a notable talent shortage in the AI and digitalization sectors, prompting companies to collaborate with educational institutions to bridge the gap [6] - Meiyun Zhishu is actively working with nearly 200 universities to create a comprehensive talent innovation platform that integrates education and industry needs [7]

Group 1 - Cheetah Mobile's stock increased by 3.72% on June 16, reaching $4.18 per share, with a total market capitalization of $128 million [1] - For the fiscal year ending December 31, 2024, Cheetah Mobile reported total revenue of 807 million RMB, representing a year-on-year growth of 20.52%, while the net profit attributable to shareholders was -618 million RMB, a decrease of 2.43% year-on-year [1] Group 2 - Cheetah Mobile is a leading global mobile internet company, focusing on enhancing life through technology in a world of human-machine coexistence [3] - The company is transitioning from mobile internet to AI-driven industrial internet, building a vertically integrated AI capability that includes self-developed chip computing power, algorithm capabilities, system capabilities, and application capabilities [3] - Cheetah Mobile has developed three open systems: Orion Star Voice OS, Orion Star Robot OS, and Orion Star Arm OS, and offers intelligent service robot solutions based on smart voice service robots, smart delivery service robots, and smart labor service robots [3] - The company aims to achieve non-continuous growth and become a leading global AI industrial internet company by leveraging AI to empower industries [3]

Group 1 - The core viewpoint of the article highlights Cheetah Mobile's recent stock performance and financial results, indicating a revenue growth but a decline in net profit [1][2] - As of June 12, Cheetah Mobile's stock rose by 3.51%, reaching $4.19 per share, with a total market capitalization of $129 million [1] - Financial data shows that for the year ending December 31, 2024, Cheetah Mobile's total revenue is projected to be 807 million RMB, representing a year-on-year increase of 20.52%, while the net profit attributable to shareholders is expected to be -618 million RMB, a decrease of 2.43% year-on-year [1] Group 2 - Cheetah Mobile is a leading global mobile internet company, focusing on enhancing life through technology in a world of human-machine coexistence [3] - The company is transitioning from mobile internet to AI-driven industrial internet, building a vertically integrated AI capability that includes self-developed chip computing power, algorithm capabilities, system capabilities, application capabilities, and a commercial brain [3] - Cheetah Mobile has developed three open systems: Orion Star Voice OS, Orion Star Robot OS, and Orion Star Arm OS, and offers intelligent service robot solutions based on AI empowerment, aiming for growth in the AI and 5G era [3]

6月6日，王自如在社交媒体平台发布了一则时长16分钟的视频，引发广泛热议。在这则视频中，王自如 回应了离开ZEALER、格力的原因。更为关键的是，他正式官宣将在AI领域开启二次创业的征程。 2019年，产业互联网浪潮兴起，王自如萌生进入核心企业担任要职的想法。2020年，王自如从ZEALER 离职。 2021年，王自如加入格力电器，担任数字化渠道改革项目负责人。回顾2016年，王自如参加创业节目 《我是创始人》时，就与导师董明珠结识，此后几年间，双方多次在公开场合互动交流。2020年5月， 格力入驻京东十周年庆直播中，王自如担任主持人，与董明珠及京东高管对谈，直播带货成交金额高达 7.03亿元，创下当时家电直播带货的最高纪录。在格力任职期间，王自如全身心投入渠道变革，推 行"云网批"模式，致力于精简经销商层级，打通线上线下渠道。 王自如在视频中表示，在格力电器任职的经历还让他看到了最真实的产业现状。谈及离职，他以"遗 憾"二字带过，并未过多解释离职原因。对于"不看工资条"的争议，他坦言，真的想清楚自己要的是什 么，那工资条不重要。 在视频的最后，王自如感谢了董明珠和雷军，"感谢他们在不同的时间点，以不同的形式 ...

从测评新贵到格力高管再到AI创业，经历争议与转折后的王自如，能否在AI时代重获信任 与新生？ "如果真的想清楚了自己要什么，工资条真的不那么重要吧。" 6月6日，王自如如约发布了自己的回应视频。黑色T恤、镜头前的淡定神情，让人几乎忘记，他曾因一 张"工资条"陷入舆论中心。在这段长达16分钟的视频中，王自如对外界疑问一一作答，轻描淡写地带过 了曾经引发热议的细节，更多谈及未来的选择。 这也是他自去年8月离开格力之后，首次在公众面前作出正式回应。在视频发布前三天，他还悄然将微 博名由"王自如ZEALER"更改为"王自如AI"，以实际行动宣告了"要在AI领域重新创业"的决定。 新身份的背后，是他过往一系列风波和争议——从格力生涯到3383万被强制执行，从测评"天花板"到与 罗永浩长达十年的"恩怨"，王自如试图以AI领域的快速发展为契机，重返主流视野。只是，这一次，他 是否能赢回公众的信任？ 一场直播打碎的"独立"人设 回应视频中，王自如娓娓道来过去15年的高光与低谷。某种程度上，他宣告进军科技领域，更像是一种 回归。 追溯到十五年前，中国的科技内容领域尚处于萌芽阶段。2010年前后，王自如因一则iPhone 4拆解 ...

在孟羽童和董明珠"世纪和解"重回格力直播后，沉寂了近一年的王自如在社交平台露面了。 6月5日晚，王自如发布微博称，将在次日用15分钟的时间讲述他离开ZEALER、离开格力的原因。同一条微博中，他还提到，将在AI领域开始二次创业，在 发这条微博的几天前，他将自己的微博名字改为了"王自如AI"。 6月6日，视频如期发布。王自如一人坐在屏幕前，用15分钟讲述创业15年的心路历程。 王自如在视频中表示，感谢ZEALER投资人和团队的支持，让公司从蛮荒走向成熟；谈及格力，他坦言有些遗憾，但对董明珠充满感恩；而未来，他选择投 身AI创业。 王自如于2021年入职格力电器（000651.SZ），并在次年成为数字化渠道改革项目负责人。 （图源：哔哩哔哩账号"王自如AI"视频截图） 从香港的一个5平米房间开始，到创建ZEALER、入职格力，王自如无论作为一个创业者还是一个"打工人"，经历都相当精彩。 如今，王自如或主动或被动，从ZEALER的创始人、格力的"打工人"的标签中抽身，又重新一个人坐到镜头前，宣布再次创业——进入AI这个全新的领域。 并未回应一切 2010年3月14日，王自如以一条iMac开箱视频开启数码测评博主的事 ...