纵观全球服务业发展进程，头部连锁品牌往往成为衡量一个市场成熟度与规范度的关键标尺。从麦当劳、星巴克到沃尔玛、开市客，规模化、可复制的商 业模式，构成了现代服务业崛起的底层逻辑。 在中国，这一规律正迎来新的注解者——途虎养车。 2025年12月23日，途虎养车对外宣布工场店数量正式突破8000家，覆盖全国347个城市、1920个县域。这一数字，已超越麦当劳中国约7500家门店的规 模，标志着途虎不仅是中国汽车后市场的绝对龙头，更成为本土连锁服务业发展的新标杆。自今年4月突破7000家以来，短短8个月内新增1000家，"途虎 速度"背后，是一场由技术、数据与系统能力驱动的深度产业变革。 这并非简单的规模竞赛。在汽车后市场这片曾以"散、乱、小"著称的土壤上，途虎用十余年时间，构建了一套从前端用户体验、到中台运营管理、再到后 端智能供应链的完整数字化基础设施。8000家门店不仅是地理意义上的覆盖，更是其系统能力溢出效应的物理投射。 规模领先：从城市毛细血管到乡镇"最后一公里" 途虎的8000家工场店，织就了一张堪称中国汽车服务领域最密集的线上线下一体化网络。 在高线城市，途虎实现了近乎"基础设施"式的布局。在北上广深 ...

如果这个逻辑成立，那么L4级Robotaxi企业的壁垒将会一夜崩塌。 一直以来，L4级Robotaxi公司一直引以为傲的护城河是，通过限定ODD区域，以及重传感器带来的安全 冗余。包括硬件带来的兜底冗余，以及软件带来的架构冗余。 矛盾的核心点在于，辅助驾驶和Robotaxi可以使用同一套架构吗？ 在全球市场，这一矛盾更知名的对位方是特斯拉和Waymo。 Waymo的核心逻辑是通过"高精地图+重传感器+重规则+ODD"的方式构筑更加安全，可控的强运营模 式，但也带来成本高，难复制，难扩张的问题。 特斯拉则通过统一辅助驾驶和Robotaxi的底层技术范式和传感器形成更加灵活且低成本的部署，但短期 内安全性远不如Waymo。 最近在地平线生态大会上，地平线智驾一号位苏菁提到了一个观点： "通过统一的开发范式、统一的传感器配置、统一的 ODD 区域去打通 L2 到 L4，最终通过海量的数据 积累让L2和L4的系统实现一样的安全、高效、丝滑的体验。" 用时下流行的话说就是，用L2的架构和传感器去实现L4。按照苏菁的逻辑，这种逻辑下没有L2和L4的 概念，只是同一架构下的两种商业形态。 Waymo为了拿到很好的 MPI， ...

证券日报网讯12月23日，数字政通（300075）在互动平台回答投资者提问时表示，公司未来自动驾驶战 略聚焦"数据驱动+轻资产运营"的方向，围绕城市运行中的具身智能应用场景，持续推进智联网格车"棋 骥"产品的落地与升级。核心包括四点：一是持续自研无人驾驶算法系统，专注城配、巡检、信采等低 速高频场景；二是推进"百城千台"计划；三是联合产业链合作伙伴构建"自研算法+外部硬件+联合交 付"的模式，建立柔性供应体系；四是推出巡检、数据采集、清扫等多产品矩阵。公司现已在北京、天 津、合肥等城市形成示范运营，未来将在降本基础上持续扩大规模，提升数据运营能力与智能服务水 平。 ...

MACD金叉信号形成，这些股涨势不错！ 12月21日，钛媒体2025 EDGE AWARDS全球创新评选活动正式落下帷幕。A股游戏板块龙头企业世纪华通（维权）（002602.SZ）凭借过去一年在海外市 场取得的优异表现，成功入选年度全球化公司榜，并荣膺"全球化前锋企业"奖项，其全球化成果与创新实力获得科技界权威认可。 MACD金叉信号形成，这些股涨势不错！ 12月21日，钛媒体2025 EDGE AWARDS全球创新评选活动正式落下帷幕。A股游戏板块龙头企业世纪华通（维权）（002602.SZ）凭借过去一年在海外市 场取得的优异表现，成功入选年度全球化公司榜，并荣膺"全球化前锋企业"奖项，其全球化成果与创新实力获得科技界权威认可。 面对竞争愈发激烈的海内外市场，公司将持续深化全球化布局，通过推出更多优质新品稳步扩大全球市场份额，在持续擦亮中国品牌海外名片的同时，推 动全球游戏产业的创新与生态向上发展。 作为科技领域极具影响力的年度评选活动，钛媒体EDGE AWARDS始终以"价值"为核心，着眼于世界前沿，是具有权威性、先锋性和敏锐挖掘力的全球创 新榜单。2025年，"创新"不再是单一市场的技术突破，而是在全球 ...

宜宾双雄的繁荣表象 最近参加"第十九届上市公司价值论坛"的调研活动让我感触颇深。漫步在五粮液生态园区，浓郁的酒香中我看到的不仅是传统产业的辉煌，更是一个数据驱 动的现代企业。作为量化投资者，我更关注的是那些隐藏在表象之下的数字真相。 五粮液年产10万吨纯粮固态原酒的生产能力和100万吨原酒的储存能力令人惊叹。但更让我感兴趣的是他们运用大数据、人工智能赋能全产业链的做法。这 与我十年来使用量化系统的理念不谋而合——数据才是市场最诚实的语言。 四川时代的智能制造车间同样令人印象深刻。"1秒产出一个电芯"的高速生产模式背后，是精准的数据控制和优化。作为量化投资者，我深知这种数据驱动 的生产方式与资本市场的运作何其相似。 消息面背后的数据真相 市场总是充斥着各种消息，特别是在"外部杠杆行情"时期。每天都有数不清的消息解释着每只股票的涨跌，散户们疲于奔命地追逐这些信息碎片。但作为一 个量化投资者，我发现这往往导致两种典型错误： 第一种是"张冠李戴"。股价和消息互相影响形成反身性效应，导致强者恒强。多数散户将股价上涨归因于消息面刺激，却忽视了机构资金早已布局的事实。 第二种是"错进错出"。当股价开始均值回归时，散户又简单 ...

Core Insights - Beike is restructuring real estate development through its new business unit "Beihome," which focuses on early-stage development services such as land acquisition, design, and positioning, diverging from its traditional transaction-based services [3][4] - The establishment of Beihome is driven by the need to leverage data and technology to transform the real estate development process, especially in the context of the rise of AI [3][4][17] - Beihome's first independent project, "Beichen S1," aims to validate its C2M (Customer to Manufacturer) model and enhance its understanding of real estate development [5][6] Project Overview - Beichen S1 was acquired for 1.076 billion yuan, located in a prime area of Chengdu, with a planned construction area of 39,443.68 square meters [6][8] - The project is designed to be a benchmark rather than a profit-driven venture, emphasizing innovative design and high construction costs exceeding 30,000 yuan per square meter [8][9] - Beihome has implemented advanced technology and design elements, including over 310 smart system points and a diverse range of over 200 plant species to create a unique living environment [9][11] Development Philosophy - Beihome's approach contrasts with traditional real estate development by focusing on user experience and customer needs rather than solely on profitability [13][20] - The company aims to create a new model where the quality of living is prioritized over sales performance, emphasizing the importance of understanding customer demands [13][20] - The development process incorporates extensive data collection and user feedback, ensuring that customer needs are central to the design and execution of projects [19][20] Strategic Positioning - Beihome does not aim to become a traditional developer but rather a partner that enhances developers' capabilities through customer insights and data-driven solutions [21][23] - The company recognizes the limitations of traditional developers in understanding customer needs and aims to fill this gap by leveraging its extensive data network [21][23] - By adopting a collaborative model, Beihome seeks to scale its impact significantly beyond what could be achieved through self-operated projects alone [23]

Core Viewpoint - Beike is restructuring real estate development through its new business model "Beihome," which focuses on data-driven and technology-enhanced approaches to transform traditional real estate practices [5][41]. Group 1: Introduction of Beihome - In July 2023, Beike launched "Beihome," which differs from its previous services by extending into land acquisition, design, and positioning, starting from vacant land to provide services to developers [5][6]. - The traditional development model has been in place for nearly 40 years, with the industry reaching a scale of nearly 20 trillion yuan, raising questions about Beihome's potential impact [5][6]. Group 2: Project Implementation - Beihome has launched over ten projects in key cities across China, collaborating with major developers like China Power Construction Real Estate and China Merchants Shekou [5][6]. - The first independent project, "Beichen S1," was acquired in Chengdu for 1.076 billion yuan, marking a significant step for Beihome to validate its C2M model [6][11]. Group 3: Innovative Development Approach - Beichen S1 is designed to be a benchmark project, focusing on innovation rather than immediate profitability, with construction costs exceeding 30,000 yuan per square meter [12][14]. - The project incorporates advanced technology, including over 310 smart system points and a diverse range of over 200 plant species, aiming for a unique living experience [15][17]. Group 4: Design and User-Centric Focus - Beihome emphasizes a user-centric design process, involving extensive testing and modeling to ensure optimal functionality and aesthetics [18][22]. - The development philosophy prioritizes "living well" over "selling well," aiming to create homes that meet user needs rather than just market trends [23][32]. Group 5: Data-Driven Model - Beike leverages extensive data on both property products and buyer behavior to connect people with homes, forming the basis of Beihome's C2M model [29][30]. - The C2M model is continuously iterated, combining data analysis with human insights to refine customer needs and preferences [30][31]. Group 6: Collaboration with Developers - Beihome does not aim to become a traditional developer but seeks to partner with existing developers to enhance customer understanding and market reach [37][38]. - By adopting a collaborative approach, Beihome can scale its impact significantly compared to operating solely as a developer [40][41].

持续深化产业融合，实现从"制造中心"到"服务高地"的功能拓展。江苏是制造业大省、物流大省，围绕 物流与制造业深度融合，涌现了一批具有较强竞争力的第三方物流、国际供应管理、跨境电商平台等创 新主体。"十五五"期间，我省现代服务业体系正向高端化、绿色化、国际化加速演进，必将推动物流行 业从被动配套的"成本中心"转向主动赋能的"价值中心"。将加快推进产业链供应链生态体系建设，深入 开展两业融合示范项目试点；着力打造供应链柔性补给、全球分拨等新业态，引导传统物流深度融入产 业链供应链全过程；创新"物流枢纽+供应链组织+要素集成"融合新模式，增强重点产业链价值创造与 安全韧性保障能力。 加快新质场景应用，实现从"要素驱动"到"数据驱动"的关键转变。江苏是全国唯一以智慧物流为重点的 降本增效综合改革试点省份，拥有规上物流企业1.5万家，每天产生海量物流数据。"十五五"期间，江 苏智慧物流发展进入以人工智能和大模型深度应用为标志的新阶段。将加快推进数字技术在物流全场景 的集成应用，打造一批物流标杆示范应用场景；以"水运江苏"多式联运数据共享为切入口，打通多域数 据，促进物流数据要素市场化交易；扎实推进《国家物流公共数据共享 ...

以下文章来源于葬AI ，作者沐秋Muqiu 葬AI . 整点真实 在这个行业里，关于投资的故事从不缺少传奇与标签。 但对锦秋来说，我们更关心的不是被贴上了什么标签，而是正在做什么、为什么要做、能给这个充满想象力的 时代带来多少有价值的改变。 我们见证过在不确定性里奔跑出来的酷公司、超级组织，因此始终相信：好的投资不是押注已标注好的"确定 答案"， 不是把创业简单归纳为某种范式。 每一家公司的轨迹都带着独特的纹理，只有真正走进去、真正理解，才会看到那些被宏大叙事遮住的细节与韧 性。 我们对这份复杂性保持敬畏，也拒绝用几个"创始人画像""时代定义""赛道周期"去给创业者贴上固定标签。 在今天的对话里，你会听到一位VC机构管理人几乎没有"自我叙事"的表达。她的底色很简单：把时间留给创 业者，把注意力留给问题，把能量留给做builder，not talker。 在所有"应该如何"的结论之前，先别着急归纳总结，先把手放进泥里。Scale with AI，Experience with AI，和创业者们一起 经历 这个时代。 对了，说了这么多，还没介绍： 本篇内容来自 锦秋基金创始合伙人杨洁和葬AI咸鱼 的首期播客对话， ...

Core Viewpoint - The article emphasizes the importance of data-driven financial information services and risk management in the context of building Shanghai as a global financial center, highlighting the role of advanced technologies like AI and cloud computing in enhancing financial services and risk management systems [1][7]. Group 1: Event Overview - The 40th "Lujiazui Financial Salon" was held in Shanghai, focusing on "Global Financial Center Construction - Data-Driven Financial Information Services and Risk Management" [1]. - The event gathered experts from various fields, including financial infrastructure, international financial information platforms, and local fintech companies, to discuss the transformation of the global financial landscape [1]. Group 2: LSEG's Role and Contributions - LSEG covers over 70 million financial products globally, connects more than 500 exchanges, and possesses over 4 petabytes of historical data, including 6 million economic indicators across various dimensions such as market sentiment analysis and ESG [3]. - LSEG aims to leverage high-quality data to drive AI applications in risk management, data extraction, customer service operations, and innovative product development, supporting the intelligent transformation of financial markets in the Asia-Pacific region [3]. Group 3: Tradeweb's Insights - Tradeweb's daily trading volume reaches $2.9 trillion, providing cross-asset trading and data services that enhance transaction execution efficiency for institutions [3]. - The integration of electronic trading and AI is highlighted as a means to improve cross-border trading efficiency and transparency, facilitating data-driven decision-making [5]. Group 4: Expert Discussions - Experts unanimously agree that data is the cornerstone for Shanghai's development as a global financial center, with high-quality, standardized, and secure financial data being crucial for market efficiency and risk management [7]. - The experiences of mature markets like London and New York are suggested as references for Shanghai in building a financial information hub [7]. Group 5: LSEG's Global Presence - LSEG is a leading global financial market infrastructure and data provider, operating across Europe, the Americas, Asia-Pacific, and emerging markets [9]. - The company’s capabilities span data, indices, capital formation, trading execution, clearing, and risk management, supporting clients in achieving sustainable growth [8].