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市场消息:美国国务卿鲁比奥和菲律宾总统马科斯在会晤中讨论了供应链问题。
news flash· 2025-07-21 19:15
市场消息:美国国务卿鲁比奥和菲律宾总统马科斯在会晤中讨论了供应链问题。 ...
合资车企反攻:先杀死自己,才能活下去
晚点Auto· 2025-07-21 15:28
Core Viewpoint - The article discusses how joint ventures in the automotive industry are adapting to the rapidly changing Chinese market by adopting more flexible and aggressive strategies, particularly in the electric vehicle (EV) sector, to compete with new domestic brands [3][4][5]. Group 1: Market Changes and Responses - In April 2023, Nissan's global CEO and executive committee visited China to understand the significant changes in the automotive market over the past three years, particularly in the EV segment [3]. - The visit led to a strategic shift, allowing the Chinese team to take charge of product planning, development, and design, resulting in the successful launch of the Dongfeng Nissan N7, which achieved over 20,000 pre-orders in just 50 days [4][5]. - The article highlights that the past decade has seen the rise of domestic brands that have redefined consumer expectations for EVs, while joint ventures struggled to adapt to the new market dynamics [5]. Group 2: Pricing and Product Strategy - Joint ventures are now focusing on aggressive pricing strategies, with many new models priced significantly lower than previous generations, abandoning the old pricing models based on size and configuration [6][9]. - For instance, the Dongfeng Nissan N7 is priced between 119,900 and 149,900 yuan, which is lower than its gasoline counterpart, the Teana [6][7]. - The article notes that the simplification of configurations and the elimination of significant differences in powertrains have become common among new models, allowing for clearer differentiation based on features rather than performance [9][10]. Group 3: Empowerment of Local Teams - The article emphasizes the shift in decision-making power to local teams, allowing them to lead product development and pricing strategies, which has resulted in faster development cycles and more relevant products for the Chinese market [13][19]. - The establishment of local R&D centers by global automakers is highlighted as a key factor in this empowerment, enabling them to respond more effectively to local consumer demands [13][18]. - The article also mentions that the successful launch of models like the GAC Toyota iA3 and Dongfeng Nissan N7 demonstrates the effectiveness of this new approach, as they were developed with significant input from local teams [10][22]. Group 4: Competitive Landscape - The competitive landscape is shifting, with traditional fuel vehicles losing market share to EVs, leading joint ventures to adopt aggressive promotional strategies to maintain their market presence [21][20]. - The article notes that the market share of fuel vehicles has dropped from 94.1% in 2020 to 50.6% in early 2023, while joint venture brands have seen their market share decline from 61.6% to below 35% [21]. - The need for joint ventures to produce competitive EVs is underscored, as failing to do so could result in losing loyal customers to competitors [22][20]. Group 5: Future Outlook - The article suggests that the automotive market may be entering a new phase, akin to the "OPPO vivo moment" in the smartphone industry, where competition will focus on fundamental aspects such as cost control, channel efficiency, and supply chain integration [24][26]. - As the core technologies for EVs mature, the differentiation among products will become less pronounced, leading to a more intense competition based on traditional automotive strengths [25][26]. - The article concludes that both joint ventures and new car manufacturers must adapt to this evolving landscape to maintain their competitive edge in the market [26].
央视专访黄仁勋:没有中国,AI革命是不完整的
半导体芯闻· 2025-07-21 10:44
Core Viewpoint - The dialogue emphasizes the unique position of the Chinese market and its innovative capabilities in AI, highlighting the importance of competition and collaboration in the tech industry [1][12][22]. Group 1: Chinese Market and Innovation - The Chinese market is described as "one of a kind," with significant innovation and development momentum, making it a crucial area for companies like NVIDIA [1][12]. - Huang Renxun praises the innovative capabilities of Chinese companies, particularly in AI, noting that even products like H20 can lead to significant breakthroughs [1][9][10]. - The rapid development of AI technologies in China is seen as a testament to the country's resilience and creativity, with recent achievements being distinct from those in other regions [11][19]. Group 2: Supply Chain Dynamics - The complexity and scale of China's supply chain are highlighted as world-class, providing opportunities for global collaboration and technological advancement [5][6]. - Huang Renxun emphasizes the necessity of an agile supply chain to adapt to changing demands and potential disruptions, which is a significant advantage for Chinese manufacturers [7][8]. - The interdependence of global supply chains is underscored, with the assertion that complete decoupling is unrealistic due to the intricate nature of these systems [5][6]. Group 3: Competition and Collaboration - Huang Renxun expresses respect for competitors like Huawei, viewing competition as a catalyst for market prosperity rather than a conflict [22][25]. - The importance of maintaining good relationships with competitors while fostering a competitive spirit is emphasized, suggesting that collaboration can coexist with competition [22][27]. - The dialogue reflects a belief that innovation often arises from challenging environments, where pressure can lead to creative solutions [10][11]. Group 4: Future of AI and Technology - The transformative potential of AI is likened to historical technological revolutions, with the assertion that it will become a fundamental infrastructure for society [16][19]. - Huang Renxun believes that AI will democratize capabilities across various sectors, enhancing productivity and creativity for individuals regardless of their background [19][20]. - The ongoing evolution of AI and its integration into everyday life is seen as a significant opportunity for growth and development in the tech industry [19][24].
央视专访黄仁勋:BAT 都是朋友,DeepSeek 极具创新,华为值得尊重
程序员的那些事· 2025-07-21 05:57
Core Viewpoint - The dialogue emphasizes the unique position of the Chinese market and its innovative capabilities in AI, highlighting the importance of collaboration and competition in the tech industry [1][2][14]. Group 1: Chinese Market and Innovation - The Chinese market is described as "unique" with significant innovation and development momentum, showcasing a deep partnership with major companies like Lenovo, Alibaba, Tencent, Baidu, and Xiaomi [1][14]. - The AI landscape in China is thriving, with companies like Deep Seek demonstrating remarkable innovation through their R1 model, which redefines AI model operations [1][11]. - Despite challenges, the pace of innovation in China is unstoppable, with a strong belief in the ability of Chinese engineers to adapt and innovate under pressure [11][13]. Group 2: Supply Chain Dynamics - China operates one of the world's most sophisticated supply chain systems, characterized by its scale, complexity, and diversity, which presents significant opportunities for global supply chain development [6][7]. - The interdependence of global supply chains is emphasized, with a belief that complete decoupling is impossible due to the intricate nature of these systems [6][10]. - The agility of supply chains is crucial in today's fast-changing environment, and this agility is seen as a major advantage for Chinese supply chain capabilities [8][10]. Group 3: Competition and Collaboration - Competition is viewed as essential for market prosperity, with respect for competitors like Huawei, which is recognized for its significant capabilities in chip design and system software [2][24]. - The relationship with competitors is framed as one of admiration and respect, highlighting the potential for coexistence and collaboration in the tech landscape [2][24][30]. - The importance of maintaining a competitive spirit while also seeking collaborative opportunities is stressed, as it can lead to mutual growth and innovation [29][30]. Group 4: Future of AI and Technology - AI is positioned as a transformative technology, comparable to electricity and the internet, with the potential to enhance capabilities across all sectors and demographics [17][21]. - The emergence of AI is seen as a pivotal moment in history, with the ability to democratize technology and empower individuals regardless of their background [20][21]. - The belief in the ongoing evolution of AI and its integration into various industries is strong, with expectations of significant advancements and opportunities in the near future [17][26].
参展商满意度达95%!链博会持续筑牢韧性供应链生态
Zhong Guo Jing Ji Wang· 2025-07-21 04:52
Core Insights - The China International Supply Chain Promotion Expo (Chain Expo) is the world's first national-level exhibition focused on supply chains, showcasing various industries and emphasizing the core value of "linking the world and co-creating the future" [1] Group 1: Industry Collaboration and Innovation - The Chain Expo serves as a high-end platform for global enterprises to collaborate, aiming to create a more open, efficient, and sustainable supply chain ecosystem [2] - YTO Express's chairman highlighted the Expo's role in enhancing connectivity among upstream and downstream enterprises, promoting a "win-win chain" [2] - Sinopec showcased its commitment to clean energy supply chains, focusing on natural gas, hydrogen, and other sustainable energy sources, and signed cooperation agreements with nearly 50 companies in the hydrogen sector [3] Group 2: Technological Advancements - Numerous companies presented cutting-edge technologies and smart solutions at the Expo, demonstrating innovation in the supply chain sector [3] - Ninebot showcased 10 models of short-distance transportation and service robots, emphasizing its full industry chain layout in smart mobility [3] - Inner Mongolia Jishuo Technology introduced a leading "rumen capsule" technology for real-time livestock health monitoring, breaking foreign monopolies and enhancing domestic livestock farming [3] Group 3: Infrastructure and Equipment - China Communications Construction Group displayed major infrastructure projects, including Asia's largest self-propelled dredging vessel, enhancing global industrial chain collaboration [4] Group 4: Cross-Industry Synergy - CITIC Group presented its comprehensive service capabilities across various sectors, aiming to be a "bridge linking the world" [5] - China Resources Group showcased its strategic layout in health, green agriculture, and clean energy, with over 270,000 supply chain enterprises participating in its procurement activities [5] Group 5: Global Supply Chain Dynamics - Tsingtao Brewery emphasized the importance of global supply chain connectivity, leveraging smart cold chain logistics for product freshness [6] - APP (Asia Pulp & Paper) highlighted its role in cross-border industrial chains and ecological innovation, aiming to deepen international cooperation in the supply chain [6] Group 6: Future Outlook - The Chain Expo has evolved into a significant platform for global industrial chain cooperation, promoting a shift from product competition to collaborative ecosystem building [7] - Participating companies believe the Expo enhances technological matchmaking and market expansion, contributing to the resilience and sustainability of global supply chains [7]
Manus撤离中国后谈经验教训;Kimi K2登顶;奈飞首次使用AIGC做特效
Guan Cha Zhe Wang· 2025-07-21 01:07
Group 1 - Manus co-founder Ji Yichao discussed the reasons for the company's decision to "shell" rather than develop a large model, citing painful lessons from previous entrepreneurial experiences, and noted that the future of AI agents lies in context design rather than merely competing on model capabilities [1] - Kimi K2, a Chinese open-source model, has topped the global open-source model rankings, outperforming competitors like Google's Gemma3 and Meta's Llama4, indicating a significant advancement in China's AI model development [1] - China Unicom is exploring the establishment of a 100,000 card computing cluster, with an expected computing scale of 45 EFLOPS by the end of the year, highlighting the company's commitment to expanding its intelligent computing capabilities [2] Group 2 - Netflix has begun using generative AI for visual effects in its TV productions, aiming to reduce production costs and enhance content quality, with the Argentine sci-fi series "The Eternaut" being the first project to utilize this technology [2] - Delta Airlines is implementing an AI-driven dynamic pricing strategy to customize ticket prices for each passenger based on their willingness to pay, moving away from traditional fixed pricing models [2] - Elon Musk announced the development of a child-friendly AI application called "Baby Grok," although specific functionalities have not been disclosed, indicating a focus on creating friendly content for children [3] Group 3 - The Trump administration has initiated a review of Elon Musk's SpaceX contracts with various federal agencies following a reported fallout between Trump and Musk, which may impact SpaceX's operations and future contracts [4][5] - The third Chain Expo concluded with over 6,000 cooperation intentions signed, reflecting a growing interest in blockchain technology and partnerships within the industry [5] - Nvidia's CEO Jensen Huang praised China's supply chain as one of the best in the world, highlighting its scale, complexity, and diversity, which positions China as a leader in global supply chain management [6] Group 4 - The pricing of Apple's upcoming foldable iPhone is speculated to exceed 15,000 yuan, with material costs estimated at 759 USD, indicating a potential high-end market positioning for this product [6] - Zeekr responded to allegations regarding "0-kilometer used cars," clarifying that the vehicles in question are new products that have not been registered, emphasizing their commitment to industry integrity [6] - Faraday Future's new MPV model FX Super One has been accused of design plagiarism from Great Wall Motors' high-end brand, with the company removing references to "Gaoshan 9" from its website amid the controversy [7]
找朋友、找伙伴、找应用场景、找解决方案——看不见的“链条”上 四川寻找“合伙人”
Si Chuan Ri Bao· 2025-07-21 00:29
7月20日,第三届中国国际供应链促进博览会在北京闭幕。链博会期间,"投资四川"国际供应链合 作大会在距主场馆6公里外的一处会场内举行,现场签约多个项目,涉及金额超25亿元。 供应链,这个看似"看不见摸不着"的概念,在当今的商业世界中却扮演着越来越重要的角色。大会 现场,200余名中外嘉宾相聚,企业相互找朋友、找伙伴、找应用场景、找解决方案,四川也在这场大 会中寻找产业发展"合伙人"。 另辟蹊径 挖掘在全球变局中的四川独特路径 "当前逆全球化影响着国际供应链合作,这种情况下,四川如何培育国际合作竞争新优势?企业怎 样找到自己最优发展路径?"开场不久,中国宏观经济研究院研究员张燕生抛出问题,台上台下都在寻 找各自的答案。张燕生给出一个观点:内需为主导、内部大循环,是我国新时期的一个重大战略转变。 新形势下四川如何抓住机遇? 张燕生认为,如果以云贵川为第一突破口,延伸扩展到大西南、大中南和整个中国市场,再沿着西 部陆海新通道和新亚欧大陆桥,把国际供应链和国内供应链相衔接,将形成四川在新形势下参与国际合 作的新优势。在他看来,眼下四川大有文章可做,并给出解题思路: 一是传统产业面临产能过剩、转型升级压力,但占据着产业 ...
外资企业“链”上中国供应商
Jing Ji Guan Cha Wang· 2025-07-20 09:08
Group 1 - The importance of supply chain responsiveness in the beauty industry is highlighted, with L'Oréal emphasizing that even small products like lipsticks can have significant impacts [1] - L'Oréal has localized its supply chain in China, connecting with over 1,600 local suppliers, which has allowed Chinese innovations to reach a global audience [1] - The collaboration with Chinese company Chuangyuan Cosmetics since 2014 has led to the successful application of innovative formulas in various international brands, expanding their market reach [1] Group 2 - L'Oréal aims to drive innovation among small and medium enterprises in the supply chain through its "Big Bang Beauty Tech Co-Creation Program," which has attracted over 2,000 local innovative companies [2] - Walmart is promoting its global e-commerce platform to encourage more Chinese sellers to join, offering tailored support for larger sellers [2] - Walmart's global e-commerce has been actively recruiting third-party sellers, including Chinese suppliers, since 2021, establishing offices in 11 cities in China to facilitate this process [3]
引交流、促合作 “全勤生”“新朋友”集体点赞链博会
Zhong Guo Xin Wen Wang· 2025-07-20 07:46
搭建黄金交流通道 企业赞链博如"指路明灯" 中新网北京7月20日电(记者 宫宏宇 宋宇晟)7月16日至20日,第三届中国国际供应链促进博览会(简 称"链博会")在北京成功举办。 作为全球首个以供应链为主题的国家级展会,本届链博会吸引600多家中外企业和机构参展,其中 既有连续三届参展的"全勤生",也有230余家首次亮相的"新伙伴"。随着影响力持续升温,链博会已成 为全球"新老朋友"深化交流和达成经贸合作的重要平台。 "我们是链博会的'全勤生'。"高通公司全球副总裁侯明娟的发言道出了众多参展商的心声:在全球 供应链重构的背景下,链博会这一深度交流平台,对企业把握机遇具有重要意义。 世界知识产权组织马德里注册部高级司长大卫·慕斯表示:"真诚感谢中国贸促会主办的链博会,将 全球供应链上的利益各方汇集一堂。这不仅是一个重要的对话创新平台,更是全球技术创新互联互通的 生动体现。" 今年首次参展的天丝集团作为主宾国泰国企业代表,其首席执行官许馨雄表示:"链博会如期举 办,体现了中国对构建绿色健康、可持续、包容互联的世界经济的坚定承诺,也更加坚定了我们投资中 国的信心。链博会为跨国企业在当前复杂多变的全球经济环境下提供了更 ...
链博会外国参展商:跟中国做生意太好了!
卢旺达参展商 林旺达:太好了,简单来说,就是太好了,机遇就在这里。 看到发展机遇的,不仅是这个卢旺达小伙。今年刚从北京科技大学毕业的泰国留学生丽菲,此次以泰国 国家馆工作人员的身份参加链博会。她告诉记者,链博会的举办,让刚走出校园的她,找到了更好发挥 自己专长的机会。 泰国参展商丽菲:比较对上我学习的专业,因为我都学国贸(专业),本科、研究生都是国贸(专 业)。中国经济发展比泰国快,所以我就希望就是在中国长期发展,然后做买卖。因为中国市场大,然 后消费者多。 第三届中国国际供应链促进博览会上,有不少外国参展商前来参会。链博会会期已过半,这些外国参展 商都有哪些收获?来看记者的报道。 在链博会上,记者注意到,除了企业展外,有不少是以国家名义设立的国家展。尤其是在供应链服务展 区,集中了不少来自非洲、拉丁美洲的国家展。 在卢旺达国家展区,这个31岁的卢旺达小伙正忙着接待客户。今年是他第二次参加链博会了,但他跟中 国的渊源不止于此。两年前在中国完成研究生学习的他,回国后不久,又回来继续攻读物流工程管理专 业的研究生学位。 卢旺达参展商 林旺达:我又回到中国,因为我在中国看到了非常大的发展潜力和发展机会。 记者:同中 ...