关注 「电动车公社」 和我们一起重新思考汽车 《今日新闻》将会每天给大家带来几条当日重磅新闻，并附上社长的简单评论。关注「电动车公社」，新 能源圈大事小事 看我们就够啦～ 今日新闻要点： 1、 中汽协发布红头文件 近日，中国汽车工业协会发布红头文件《关于维护公平竞争秩序，促进行业健康发展的倡议》，文中重点 提及价格战、内卷式竞争对于行业的危害，提倡车企有序竞争。 前年，中汽协也曾与车企签署"反内卷"倡议，不过后来并未阻止行业进一步降价内卷。这次中汽协再次提 出倡议，说明目前汽车行业整体利润率已经低到了"非健康"水平，这种状况不可持续。希望这一轮，车企 们能够平衡好利润与市场竞争的关系，切记量力而行。 2、 2025粤港澳大湾区车展开幕 5月31日，2025粤港澳大湾区车展和第三届未来汽车先行者大会开幕。大会上演讲环节，邀请到了包括蔚 来李斌、小鹏何小鹏、鸿蒙智行靳玉志、地平线余凯等业界大佬，重点就未来汽车AI智能化等方面进行了 讨论。 值得一提的是，这次大会上业界大佬们对于目前汽车行业价格战愈演愈烈，基本上给出 了"卷技术、卷 AI、卷品质而不是卷价格"这一观点。但说是一回事， 做是另一回事。下半年的汽车行业 ...

Core Insights - The article discusses the rapid transformation of enterprise business through generative AI, emphasizing the need for deeper integration of AI into core business processes rather than just superficial assistant functions [2] - Microsoft has introduced the concept of an "open agent network" at its Build conference, highlighting the collaborative role of AI agents across various organizational levels to enhance productivity [3] - The future workforce will transition to "agent managers," overseeing AI teams to boost productivity rather than being replaced by AI [4][5] AI Transformation Stages - The evolution of enterprise AI will occur in three stages: 1. Human with Assistant: Each employee has an AI assistant to improve work efficiency [7] 2. Human with Agent Team: AI agents act as "digital colleagues" under human guidance for specific tasks [8] 3. Human-led Agent Operations: Humans set the direction while AI agents autonomously manage business processes [9] Market Dynamics - 84% of Chinese leaders view 2025 as a critical year for strategic restructuring, with the pace of implementation depending on leadership commitment [9] - Microsoft aims to create an "open agent world" rather than competing with other firms like Tencent, focusing on collaboration [10] Business Model and Adoption - Microsoft's strategy revolves around building an "open agent network" supported by Azure AI Foundry, which integrates over 1,900 models for creating AI systems [10] - Over 60,000 enterprises globally are utilizing Azure AI Foundry to develop AI applications, showcasing Microsoft's unique position in providing mature commercial solutions [10]

Core Insights - The era of AI experimentation has ended, and competitive advantage for enterprises now relies on tailored AI applications and quantifiable business outcomes [2] - AI technology is transitioning from experimental phases to core business applications, with significant investments expected in the next two years [3] Group 1: AI Implementation and Challenges - Over half of CEOs are actively deploying AI agents, but only 25% of AI projects achieve expected returns, indicating a fragmented technology landscape [3] - The complexity of IT environments poses a significant barrier, with medium-sized enterprises averaging over a thousand applications across various heterogeneous systems [3] - Key factors for successful enterprise AI deployment include data quality, proprietary vertical models, and security governance [4] Group 2: Evolution of AI Agents - AI agents are evolving from mere conversational tools to productivity engines capable of autonomous decision-making and complex task execution [4] - IBM's AI agents have demonstrated significant efficiency gains, such as saving over $5 million annually in HR queries and reducing procurement contract cycles by 70% [4] Group 3: Data and Automation - The activation of unstructured data is crucial, as 90% of enterprise data is unstructured, and organizations lacking AI-ready data practices risk abandoning over 60% of their AI projects by 2026 [6] - IBM's methodology enhances accuracy by 40% through entity-value extraction and integrates structured and unstructured data governance [6] Group 4: AI Model Strategy - IBM advocates for flexible, secure, and efficient smaller models rather than large, all-encompassing ones, emphasizing a "small but beautiful" approach for initial AI agent deployments [7]

Group 1 - The China Academy of Information and Communications Technology, in collaboration with major tech companies like ICBC, Baidu, Tencent, Alibaba, and Huawei, has unveiled the first part of the series of standards titled "Technical and Application Requirements for Software Engineering Agents" focusing on "Developing Intelligent Agents" [1] - The standard emphasizes two core areas: technical capabilities and service capabilities, establishing a comprehensive technical specification system for software development agents, marking a significant step in China's exploration of AI agent standardization [1] - AI agents are increasingly recognized as a new digital workforce capable of executing complex instructions and communicating fluently with humans, gathering data, reasoning logically, and autonomously solving multi-step problems [1] Group 2 - The global AI agent market is projected to grow from $5.1 billion in 2024 to $47.1 billion by 2030, with a remarkable compound annual growth rate of 44.8% [3] - 2025 is recognized as the pivotal year for AI agent development, transitioning from traditional auxiliary tools to enabling human autonomous decision-making, significantly reshaping productivity and human-machine interaction [3] - Notable examples of AI agents include Microsoft's ability to analyze business emails and OpenAI's o1/o3 model for processing complex orders, showcasing their strong capabilities in autonomous decision-making and task execution [3] Group 3 - Leading domestic companies are actively investing in the AI agent field, with Tencent upgrading its large model knowledge engine to the "Tencent Cloud Intelligent Agent Development Platform (TCADP)," facilitating easier task decomposition and action planning for users [4] - JD.com operates over 14,000 AI agents internally and is leveraging its JoyAgent platform to deliver AI productivity to various industries [4] - The launch of the widely discussed general AI agent Manus reflects the market's high interest and expectations for intelligent agents [4] Group 4 - The CEO of Toinvest, Zou Qing, highlighted that AI agents are driving profound changes in the industry landscape through technological standardization [4] - The release of the new standard not only sets a technical benchmark for the industry but also signals that leading companies like Baidu and Alibaba have successfully transitioned AI agents from the concept validation stage to a new phase of industrial application [4]

Core Viewpoint - Panasonic Appliances China has officially reached an AI cooperation agreement with Alibaba Cloud to enhance the smart features of its home appliances, including washing machines and refrigerators, through the integration of AI capabilities [1] Group 1: AI Cooperation - The partnership will utilize Alibaba's Tongyi Qianwen to upgrade the intelligence of Panasonic's appliances [1] - Future developments will include AI-driven functionalities such as smart laundry, smart ingredient management, and enhanced environmental perception capabilities [1] - The goal is to achieve "proactive service" through the implementation of large model-driven AI agents in home appliances [1]

落地，深向重卡将完成由传统运输工具向具备高度智能化水平的工业机器人转型，其未来的发展前景令 人期待。 近日，DeepWay深向应济南萨克拉门托姊妹城市协会邀请，与美国加利福尼亚州首府萨克拉门托市市长 凯文·麦卡迪(Kevin McCarty)先生、加州空气资源委员会委员埃里克·格拉(Eric Guerra)先生、加州州议会 议员斯蒂芬妮·阮陈玉(Stephanie Nguyen)女士率领的市政代表团举行会谈。 DeepWay深向与代表团就智能新能源重卡在北美地区的应用场景拓展、本土化战略落地等核心议题进行 了深入交流。双方一致认为，作为兼具高经济性、安全性与环保属性的智能新能源重卡研发企业， DeepWay深向致力于以AI技术驱动全球公路货运绿色转型。双方的深入交流与未来合作，不仅将为北美 地区物流运输行业的降本增效与清洁零碳发展注入强劲动能，更将助力深向重卡以加州为起点，全力加 速其在整个美洲市场的拓展与深化。 座谈会上，DeepWay深向管理团队详细介绍了公司的技术演进路径、业务发展成果及海外市场战略，重 点介绍了公司在运输及运营等多方面的智能化发展进展与技术突破。目前，DeepWay深向重卡已实现全 系 ...

Group 1 - The 25th National Science and Technology Activity Week was launched with the theme "Walking through Green Fields, Roaming in the Sea of Science," featuring various science activities organized by the Capital Library to promote the dissemination of scientific knowledge [1] - The "Mountain and Water Adventure" science reading activity will start on May 30, focusing on the geological changes in Beijing, allowing participants to observe rock formations and measure rock data firsthand [1] - The "Mountain and Water Adventure" will consist of seven sessions from May to September, using innovative methods to present the relationship between the environment, landscape, and participants' experiences [1] Group 2 - Future activities will include exploring the relationship between flowers and nature in the Yangtai Mountain Scenic Area, understanding wetland types in the Yongding River Leisure Forest Park, and observing bird ecology in the Yanshou Town of Changping District [2] - The Capital Library has initiated the "Beijing Citizens' Digital Literacy Improvement Plan" to enhance digital skills among residents, including community lectures on AI applications and immersive experiences [2] - The National Science and Technology Activity Week aims to stimulate innovation and creativity across society, with the Capital Library offering multiple themed activities to engage readers with science [2]

永冠新材（603681）今日晚间公告，29日收到股东谢秉政出具的《股份减持告知函》，谢秉政5月29日以大宗交易方式减持公 司股份61万股，占公司总股本的0.32%。谢秉政为比音勒芬（002832）董事长。 本次权益变动后，谢秉政持有永冠新材股份数减少至1136.04万股，持股比例从6.26%减少至5.94%，其权益变动触及1%整数 倍。 | 投资者名 | 变动前股数 | 变动前比 | 变动后股数 | 变动后比 | 权益变动方式 | 权益变动的 | | --- | --- | --- | --- | --- | --- | --- | | 称 | (万股) | 例 (%) | (万股) | 例 (%) | | 时间区间 | | 谢秉政 | 1197. 0400 | 6. 26 | 1136. 0400 | 5.94 | 集中竞价 大宗交易 V | 2025/05/29 | | | | | | | 其他: | | | 合计 | 1197. 0400 | 6. 26 | 1136.0400 | 5.94 | | | 2023年11月8日,永冠新材控股股东、实际控制人吕新民及其一致行动人郭雪燕与谢秉政签署了《股份转让 ...

Core Viewpoint - Mousse Co., Ltd. has demonstrated stable performance in its annual report, achieving a revenue of 5.603 billion yuan, a slight increase of 0.43% year-on-year, and a net profit of 767 million yuan, reflecting the company's operational stability [1] Group 1: Financial Performance - The company reported a revenue of 5.603 billion yuan for the year, with a year-on-year increase of 0.43% [1] - The net profit attributable to shareholders reached 767 million yuan, showcasing the company's robust financial health [1] Group 2: Strategic Initiatives - Mousse Co., Ltd. focuses on three strategic pillars: product innovation, operational efficiency, and brand upgrading, which are expected to maintain its core competitiveness [1] - The company aims to become an innovation-driven high-tech enterprise within five years, emphasizing its commitment to AI technology in its sleep solutions [2] Group 3: Product Development - The newly launched AI smart mattress T11+ features a millisecond response rate and upgraded AI "Tide Algorithm 2.0," providing personalized sleep experiences [1][2] - T11+ integrates with smart home systems, offering a comprehensive smart sleep solution that includes sleep monitoring and health recommendations [2] Group 4: Market Positioning - Mousse Co., Ltd. is positioned as a leader in the health sleep sector, targeting the mid-to-high-end market with its "healthy sleep system overall solution" [1] - The company is capitalizing on the growing "sleep economy" and the shift towards smart home solutions, positioning itself advantageously in the evolving home furnishings industry [1][3] Group 5: Customer Engagement - The company has developed a 360° digital butler service system to provide personalized and comprehensive customer service, enhancing customer loyalty and retention [3] - Mousse Co., Ltd. aims to create value for users and improve customer stickiness through its membership benefits and superior service offerings [3]

宏华集团从"制造"向"智造"的转型路径日益清晰，智能钻机与海洋板块业务的持续发力，将使其在能源 装备领域扎实前行。 公开资料显示，在能源装备行业加速转型升级的背景下，宏华集团2024年度业绩报告交出一份营收利润 双增、业务结构持续优化的高分答卷。2024年实现营业收入56.33亿元，近三年复合增长率达24.2%；实 现归母净利润0.08亿元，成功扭亏。此次协议的签订，是标志着宏华集团迈入高质量发展新阶段的又一 次有效验证。随着未来营收结构的持续优化，宏华集团有望持续释放业绩增长动能。 锚定技术先导，领跑智能化钻机。2024年，宏华集团在智能装备领域实现重大突破，其推出的新一代 AI智能钻机通过搭载自研智能钻井系统，可通过机器学习算法优化钻井参数，单井作业效率较传统设 备显著提升。2024年宏华集团已斩获超15亿元智能钻机订单，为中东客户提供数套全球领先的人工岛丛 式井智能钻机，彰显中国高端装备制造的国际竞争力。同时，宏华集团深耕中东市场多年，与全球头部 石油企业在业务、前沿技术研发等领域合作紧密。本次签订的销售协议，其中所涉及的钻机设备通过机 电融合一体化设计，集成智能钻井技术、自动化管具处理、离线处理、区域 ...