在今年云栖大会现场，高德董事长刘振飞如是说。 9月24日，2025云栖大会在杭州开幕。会议期间，高德旗下高德云图举办了"2025高德技术峰会"。峰会 不仅展示了高德在空间智能领域的最新进展，还正式发布了基于空间智能的产业生态发展平台，致力于 通过"技术底座+产业平台"的模式，帮助合作伙伴打造"千行千面"的AI融合发展模式。 "未来高德空间智能将像云计算一样，成为三百六十行与物理世界交互的标配。" 高德云图副总经理、产品及技术总负责人雷宇认为，空间智能不同于"世界模型"，它是一系列能力的组 合。其中既有用二维和三维能力刻画空间、理解空间的部分，也有大数据和时序模型的部分——比如用 户的行为轨迹。"今天到了这儿，明天又到了那儿，时序蕴含的是一种行为，它不是高维特征，是低维 特征。" 如果说大语言模型扮演的前台的角色，那么时序大模型的工作就在幕后。 雷宇向我们举了一些例子："流动的人、流动的车，它们都流动在真实世界之上，它是三维、立体的。 过去很多行为的流动是X、Y轴上的流动，现在又有了Z轴（三维、立体）的流动。在这个基础之上， 我们去探索和打造空间智能——时间可能是一种四维的存在。比如，现在低空领域，底座只需要提 ...

Core Insights - The article discusses the application of 3D AI technology in cross-border e-commerce, highlighting its potential to solve efficiency issues faced by businesses in this sector [1][3][4] - The CEO of Qunhe Technology emphasizes the ongoing opportunities for Chinese companies to expand internationally, driven by advancements in AI and digital trade technologies [1][5] Group 1: AI Technology Application - Qunhe Technology has developed a "Cool Home E-commerce Studio" solution using 3D AI, which allows for the rapid generation of marketing materials, significantly improving efficiency compared to traditional methods [1][3] - The company aims to address the high costs and low efficiency associated with offline photo shoots by providing virtual studios and real-time rendering capabilities, enabling designers to create a set of materials in just 15 to 30 minutes [3][4] Group 2: Market Opportunities - The demand for suitable imagery for overseas markets is increasing as Chinese products continue to expand internationally, creating a need for 3D virtualization to effectively showcase products [4][5] - The combination of strong manufacturing capabilities and rapid advancements in digital trade is expected to create a new wave of opportunities for Chinese companies in the global market [5][6] Group 3: SaaS and Commercialization - Qunhe Technology's SaaS product, "Cool Home," has achieved a subscription scale close to 1 billion, indicating a successful business model that can be replicated across different markets [4][5] - The CEO notes that while different countries have varying purchasing power and attitudes towards software tools, the core focus should remain on delivering valuable products and services [4][5]

Core Insights - The fourth Global Digital Trade Expo took place in Hangzhou from September 25 to 29, showcasing the "Cool Home E-commerce Shooting" solution by Qunhe Technology, aimed at e-commerce and cross-border e-commerce sectors [1] - Qunhe Technology leverages 3D AI technology to address efficiency challenges in cross-border e-commerce, allowing for rapid generation of high-quality visual content without the need for physical setups [1][3] Company Overview - Qunhe Technology is recognized as the largest spatial design platform globally, expanding its AI capabilities into various industries including home furnishings, chain retail, and cultural exhibitions [1] - The company has developed the "Cool Home E-commerce Shooting" tool, which can produce marketing images and videos in 15-30 minutes, significantly enhancing efficiency and reducing costs for cross-border e-commerce businesses [1][3] Industry Impact - Cross-border e-commerce companies can achieve higher quality and efficiency in visual material output at half the cost, with one Guangdong-based pet fence company producing 1,200 images in 60 days using only two designers, a task that previously took 1-2 years [3] - In 2024, e-commerce businesses have already generated over 30 million marketing images using the "Cool Home E-commerce Shooting" tool, indicating its widespread adoption [3] Technological Advancements - Qunhe Technology's proprietary rendering engine enables real-time rendering and photorealistic quality, replicating over 99% of physical materials, ensuring authenticity in product displays [5] - The AI capabilities of the tool lower the entry barrier for users, allowing graphic designers to become proficient after just two hours of training, and even customer service representatives can produce high-quality outputs [5] Future Plans - Qunhe Technology plans to provide AI transformation services to 10,000 merchants in Yiwu's small commodity market over the next year, showcasing a new paradigm of "technology + small commodities" for international trade [3]

Core Insights - The 2025 Yunqi Conference has officially opened in Hangzhou, showcasing the innovations of the Amap Open Platform under Alibaba's Gaode, focusing on "AMAP AI Inside" and integrating AI with spatial data and industry solutions [1] Group 1: Spatial Data System - The Amap Open Platform has served over 3 million developers and empowered more than 400,000 applications, providing robust support across various sectors including internet, transportation, smart devices, finance, and logistics [2] - The newly launched "Spatial Mine" data system integrates over 200 countries and regions' 200 million POI (Points of Interest) information, processing over 100 billion data calls daily, covering dynamic traffic flow and user behavior [2] - This real-time data-driven system aims to provide precise decision-making support for enterprises, acting as a core engine for spatial intelligence development [2] Group 2: AI Integration in Navigation - Amap's core strategy for 2025 is "AMAP AI Inside," promoting deep application and innovation of AI technology in the mapping field [3] - The "Full-Link Smart Travel" solution combines big data with personalized plans to accurately predict dynamic trends, enhancing user experience with advanced traffic perception and prediction capabilities [3] - By integrating current spatial digital information, Amap can accurately anticipate users' immediate travel needs and proactively plan their next steps [3] Group 3: Industry-Specific Applications - Amap Open Platform has demonstrated its extensive application value in vertical industries, particularly in smart wearables and two-wheeled vehicles [5] - Collaborations with brands like Quark and Rokid have led to the integration of navigation AI into AR glasses, enabling voice interaction and real-time path marking in cycling and walking scenarios [5] - The "Cycling Brain" system integrates multi-dimensional data for effective risk prediction and emergency avoidance, enhancing safety for cyclists [5] Group 4: Global Expansion and Social Responsibility - Amap is actively expanding its international presence, providing comprehensive global map data coverage and supporting overseas deployment and multilingual capabilities [6] - The platform aims to assist Chinese enterprises in global expansion and meet the diverse needs of international users in the Chinese market [6] - Amap has also made significant contributions to social services, supporting over 1,200 fire departments and providing services to over 6 million employment groups through its public welfare map and digital community projects [7]

Core Insights - Gaode has launched significant initiatives in the local lifestyle sector, including the "Street Ranking" product and the "Fireworks Good Store Support Plan," backed by a subsidy of 1 billion [1][12] - The company has seen a remarkable increase in merchant registrations, with a 631% rise in new restaurant merchants on a single day following the announcement of a one-year free entry fee [1][13] - The integration of AI technology has played a crucial role in enhancing Gaode's service offerings and user engagement, transforming the platform into a more intelligent and user-centric service [2][12] Local Lifestyle Initiatives - Gaode's recent measures include waiving the one-year entry fee for all restaurant merchants and providing various support services such as traffic subsidies and dedicated customer service [1][12] - The launch of the "Street Ranking" product aims to provide a more authentic and reliable ranking system for local businesses, utilizing real user behaviors for scoring [8][11] AI Integration - The introduction of the AI-native map application, Gaode Map 2025, has shifted the platform's logic from users searching for services to services finding users [2][12] - Gaode's AI capabilities allow for personalized recommendations based on user behavior and preferences, significantly enhancing user experience and engagement [7][12] Market Impact - The rapid increase in merchant registrations indicates a strong market response to Gaode's initiatives, with many businesses eager to capitalize on the upcoming National Day holiday [13] - Gaode's unique data capabilities and AI technology position it to meet previously unmet user demands, fostering a positive cycle of supply and demand in the local lifestyle market [12][13]

Core Insights - Alibaba's Tmall Genie has officially entered the "space intelligence" era, transforming smart homes into environments that can perceive and think [1][9] - The Tmall Genie ecosystem announced a comprehensive upgrade to its "space intelligence" strategy, focusing on three core capabilities: spatial perception, spatial understanding, and ecological service [3][7] Group 1: Strategic Upgrades - The Tmall Genie ecosystem aims to transition from "device networking" to "space awakening" by enhancing spatial perception through a distributed spatial network host, enabling a three-network integration of people, devices, and space [3][4] - Spatial understanding is driven by Alibaba's Tongyi model, allowing for proactive care based on family members' habits, such as automatic adjustments for sleep and wake cycles [3][6] - The ecological service capability is strengthened through partnerships with top brands, enabling seamless collaboration across multiple devices and scenarios [3][7] Group 2: Technological Innovations - The new Kunlun T20S distributed spatial network host supports WiFi 7, enhancing home network capabilities and ensuring rapid scene control and user data security [3][4] - AI spatial sensors can cover large areas (up to 64 square meters) and track multiple individuals simultaneously, facilitating dynamic lighting and environmental adjustments [6][9] - The HomeAgent system evolves from rule-based to understanding-based, allowing for automatic scene adjustments and learning user preferences without manual programming [6][9] Group 3: Industry Expansion - Tmall Genie has expanded its ecosystem to include leading companies across various industries, establishing over 70 flagship experience stores in key commercial areas [7][9] - The establishment of the "Genie Future Home Space Intelligent Designer Alliance" aims to provide comprehensive solutions from technology implementation to aesthetic design [7][9] - The transition from passive smart home tools to active service partners signifies a major shift in how smart homes interact with users, enhancing the overall living experience [9]

Core Insights - The article discusses the significant advancements in the application of the BeiDou satellite system, particularly through the integration with AI technology, as highlighted by the recent developments from Gaode [1][2]. Group 1: BeiDou Satellite System Application - The BeiDou satellite system has achieved a daily positioning volume exceeding 900 billion times, marking it as a leading application in the civilian sector [1]. - Gaode has fully transitioned to BeiDou for navigation and positioning, becoming the largest application of BeiDou in the civilian domain [1]. Group 2: AI and Spatial Intelligence - Gaode has launched the world's first AI-native map application, Gaode Map 2025, which enhances user experience by providing personalized travel solutions through AI [2]. - The AI assistant "Xiao Gao Teacher" has seen a daily usage exceeding 1.2 billion calls and a monthly active user base of over 400 million within a month of its launch [2]. Group 3: Future Potential - The combination of BeiDou and spatial intelligence is seen as having vast potential, limited only by imagination, suggesting a promising future for further innovations in this field [3].

Core Insights - The core viewpoint of the article is that Gaode Map is fully transitioning to "spatial intelligence," which is seen as a foundational infrastructure for interaction between various industries and the physical world, similar to cloud computing [1][4]. Group 1: Strategic Direction - Gaode Map's chairman emphasized that spatial intelligence allows AI to understand and predict the complexities of the physical world, transforming AI from a "dialogue tool" to an "action partner" [1][4]. - The company aims to leverage over 20 years of accumulated data on people, vehicles, roads, and stores to create a stable and reliable foundational capability in spatial intelligence [1][4]. Group 2: Recent Developments - In 2025, Gaode Map launched several significant features, including the world's first life service ranking based on real in-store behavior, the Gaode Street Ranking, and the world's first map AI native intelligent agent [2][4]. - The AI assistant "Xiao Gao" within the Gaode Map app has seen over 1.2 billion daily calls and more than 400 million active users within a month of its release [5]. Group 3: Market Positioning - Gaode Map positions itself as responsible for managing the "complexity of the world," allowing partners to focus on their own innovations without expending energy on understanding the world [5]. - The company is collaborating with partners in various fields, including smart glasses, automobiles, robotics, and low-altitude flight, to integrate spatial intelligence into their products [5].

Core Insights - The core viewpoint of the articles is that Gaode Map is shifting its strategy towards "spatial intelligence," which is seen as a foundational infrastructure for various industries to interact with the physical world, similar to cloud computing [1][3]. Group 1: Strategic Shift - Gaode Map's chairman, Liu Zhenfei, emphasized that spatial intelligence will enable AI to understand and predict the complexities of the physical world, transforming AI from a "dialogue tool" into an "action partner" [1][3]. - The company aims to leverage over 20 years of accumulated data on people, vehicles, roads, and stores to create a stable and reliable underlying capability known as spatial intelligence [2][3]. Group 2: Technological Advancements - Recent innovations include the launch of the world's first life service ranking based on real store behaviors, the Gaode Street Ranking, and the Gaode Map 2025, which is the first AI-native intelligent agent for maps [2][3]. - The AI assistant "Xiao Gao Teacher" within the Gaode Map app has seen over 1.2 billion daily calls and more than 400 million active users within a month of its release [4]. Group 3: Broader Implications - The value of spatial intelligence extends beyond the Gaode Map app, aiming to assist various industries and developers in creating better products, with partnerships already established in fields such as smart glasses, automotive, robotics, and low-altitude flight [5]. - Gaode's clear positioning is to manage the "complexity of the world," allowing partners to focus on their innovations without expending energy on understanding the world [5].

Core Insights - The core focus of the news is on Gaode's transition towards "comprehensive AI integration and spatial intelligence," which aims to enhance the understanding and prediction of physical space through AI capabilities [1][3]. Group 1: Spatial Intelligence - Spatial intelligence allows AI to comprehend and predict physical time and space, moving from two-dimensional to three-dimensional understanding of the real world [1][3]. - Gaode is leveraging spatial intelligence by integrating visual, auditory, and locational data to create a three-dimensional geometric structure of the physical world, enabling a shift from passive perception to active prediction [3][4]. Group 2: Product Developments - Gaode has launched several products, including the AI assistant "Xiao Gao Teacher," which has achieved over 1.2 billion daily calls and more than 400 million active users within a month of its release [1][4]. - The "Gaode Street Ranking" has recorded over 1.5 billion kilometers of navigation service daily, with user numbers exceeding 40 million shortly after its launch [2][4]. Group 3: Industry Positioning - Gaode positions itself as a foundational service provider that simplifies the complexity of the world, aiming to make spatial intelligence a standard infrastructure similar to cloud computing across various industries [2][4]. - The company is collaborating with enterprises in sectors such as smart glasses, automotive, robotics, and low-altitude flight to integrate its spatial intelligence capabilities [2][4].