9月12日，中国商务部发布的一则简短声明在国际社会引发强烈反响。当记者询问美国财政部长贝森特是否即将在西班牙与中国国务院副总理何立 峰举行会晤时，商务部给出了明确答复：经中美双方协商一致，何立峰副总理将率代表团于9月14日至17日赴西班牙马德里，与美国代表举行面对 面会谈。 这场备受瞩目的会谈将聚焦哪些关键议题？深入分析发现，三大核心问题直指中美经贸关系中最敏感的领域：美国单方面加征的惩罚性关税、过度 使用的出口管制措施，以及备受争议的TikTok运营问题。这绝非一次例行公事的会面，而是两大经济体在经贸领域的又一次重要博弈。 为何此次会谈如此关键？从时机来看，2024年美国大选临近，拜登政府在对华政策上需要平衡国内强硬派与商业界的双重压力；而中国正稳步推进 高水平对外开放，同时加快关键技术自主创新步伐，在保持开放合作的同时坚决维护自身发展权益。 这场会谈既不是中美经贸博弈的起点，也不会是终点，而是两国长期经济角力中的又一重要节点。虽然会谈结果可能不会立即显现，但每一次这样 的对话与交锋，都在重塑着未来国际经济秩序的规则框架。 在世界经济格局深刻调整的当下，贸易对抗没有赢家。但历史经验表明，最终能够主导规则制定 ...

Core Viewpoint - Traditional automotive brands are accelerating their elimination, leading to a disruption in the value chain of the automotive industry, with new ecosystems and value chains emerging [1] Group 1: Company Strategy - Jianghuai Automobile Group emphasizes a commitment to independent innovation and open cooperation to accelerate high-quality transformation and development [1] - The company aims to ensure the commercial success of its Zun Jie brand, focusing on high-quality development and market launch of the Zun Jie series products [1] - Jianghuai plans to deepen collaboration with technology companies like Huawei to transition into a "technology-oriented" enterprise [1] Group 2: Strategic Goals - The company is working towards achieving its "Million Trillion" strategic goal, indicating ambitious growth and market expansion plans [1]

据汉邦科技招股说明书披露，思拓凡此前以汉邦科技的自动轴向压缩层析柱（ACC系列）、自动匀浆 罐（STK系列）等产品侵犯其三项发明专利为由提起诉讼，索赔金额累计超1650万元。其中，针对"色 谱柱"专利的诉讼（专利侵权案2）已出现决定性结果，国家知识产权局宣告该专利权全部无效，最高人 民法院据此终审裁定撤销原审判决，驳回思拓凡起诉。 另一起涉及"柱装填方法"的诉讼（专利侵权案1）中，一审法院曾判定汉邦科技不构成侵权，思拓凡不 服判决提起上诉，目前案件正在最高人民法院审理过程中。第三起关于"分离介质浆料罐"专利的诉讼 （专利侵权案3），国家知识产权局审查并宣告"分离介质浆料罐"专利权全部无效。 本报讯 （记者陈红）近日，江苏汉邦科技股份有限公司（以下简称"汉邦科技"）在与思拓凡瑞典有限 公司（以下简称"思拓凡"）的三起专利侵权诉讼中取得阶段性重大进展，其中两起涉及"色谱柱"及"分 离介质浆料罐"的发明专利，中华人民共和国国家知识产权局（以下简称"国家知识产权局"）审查并宣 告"色谱柱""分离介质浆料罐"专利权全部无效。 另一起"柱装填方法"专利诉讼案件，南京市中级人民法院认定汉邦科技不构成侵权，仍在等待最高人民 ...

威唐工业公告，子公司威唐新能源于近期收到国家知识产权局颁发的1项发明专利证书，专利名为"电池 托盘弧焊变形控制装置及其使用方法"，专利类型为发明专利，申请日期为2022年9月2日，授权公告日 为2025年9月12日。该专利为公司自主研发，将应用于相关业务，有助于推动自主创新，完善知识产权 保护体系，增强公司核心竞争力。 ...

以下文章来源于autocarweekly ，作者autocarweekly autocarweekly . 车不只是代步工具，还是生活的一种刻度。 本文来自微信公众号： autocarweekly （ID：autocarweekly） ，作者：土行孙，头图来自：AI生成 收入高不起来，可开支却一点不能少。中年人的房贷、车贷、保险、人情，又有哪一个月可以缓缓 的？汽车行业也一样。 汽车行业喊了这么多年"自主创新"，可高端芯片、高精度传感器这些"家用刚需品"，还得攥着外汇去 国外买。就像中年人每月雷打不动给老家寄赡养费，老家人要是有个头疼脑热，涨点价、断个供，立 马就得慌了神。好不容易攒了点家底想搞研发，转头一看，投入周期比孩子读大学还长，财务报表比 老婆铁板的脸还难看。 人到中年，就会有"中年危机"。中国现代化汽车工业的起点，无论从83年的北京吉普还是85年的上 海大众算，到今天也有四十多年了，怎么算，也是一个中年人了。 中年人有中年人的心事，中年人有中年人的烦恼。 中年也许是一生中最苦闷的时间段，虽然不是什么人生的垃圾时间，但仿佛像追剧遇到中插广告，总 有意外的插播把你的时间切成无数个碎片，让你有时茫然于"从 ...

Core Viewpoint - The article discusses the historical parallels between Japan and South Korea in the semiconductor industry, highlighting the challenges South Korea faces due to U.S. technology restrictions and the need for independent innovation to avoid becoming a pawn in geopolitical conflicts [5][88]. Group 1: Historical Context - In 1985, the Plaza Accord ended Japan's semiconductor dominance, leading to a significant decline in its market share [3][25]. - Japan's semiconductor industry, which once held over 48% of the global market, saw its share drop to less than half by 1995 due to U.S. trade measures [26]. - South Korea's semiconductor industry, initially supported by U.S. technology, grew rapidly, capturing over 30% of the global DRAM market by the mid-1990s [27][28]. Group 2: Current Challenges for South Korea - The U.S. plans to tighten regulations on South Korean companies, requiring individual licenses for each piece of American equipment imported, which could stifle innovation and growth [5][6]. - South Korea's semiconductor industry relies heavily on U.S. technology and equipment, with over 70% of the technology used in its factories coming from American firms [71][72]. - Despite holding approximately 14% of the global semiconductor market and dominating the DRAM and NAND flash sectors, South Korea risks losing its market position due to U.S. policy changes [69][70]. Group 3: Geopolitical Dynamics - The article emphasizes the interdependence between South Korea and China, noting that over 35% of South Korea's semiconductor exports go to China, which is crucial for its industry [73][74]. - South Korea's economic ties with China are significant, with bilateral trade reaching $328.08 billion in 2024, accounting for 21% of South Korea's total trade [77][78]. - The ongoing U.S.-China tech rivalry places South Korea in a precarious position, as it navigates between the two powers while trying to maintain its semiconductor industry [87][88]. Group 4: Future Outlook - The article suggests that South Korea must break free from its historical reliance on foreign technology and develop its own capabilities to ensure long-term sustainability in the semiconductor sector [60][94]. - It highlights the advancements made by China's semiconductor industry, which is rapidly catching up and could pose a significant challenge to South Korea's market position [90][92]. - The need for South Korea to adopt a strategy of independent innovation and avoid being a mere technology follower is emphasized as essential for its future in the global semiconductor landscape [96].

Core Viewpoint - The delivery of a 3000-ton super hydrogen reactor by China First Heavy Industries is set to transform the global oil refining industry by significantly improving the conversion rate of heavy oil into high-quality fuel, thus altering the dynamics of the market [2][19]. Group 1: Technological Advancements - The super hydrogen reactor increases the crude oil conversion rate from 45%-60% (using Western equipment) to over 85% [2]. - Chinese engineers developed a new corrosion-resistant alloy that performs well under extreme conditions, achieving a corrosion rate of less than 0.01 mm per year in a hydrogen environment [11]. - The innovative overall forging method used in the reactor construction reduces potential weak points by 90% compared to traditional welding methods [9]. Group 2: Economic Impact - The new technology is projected to reduce China's crude oil imports by 125 million tons annually, saving over 100 billion USD in foreign exchange [13]. - Refining costs are expected to decrease by 120 RMB per ton, equivalent to adding the production capacity of two Daqing oil fields [15]. - For a refinery with a processing capacity of 10 million tons per year, the use of domestic equipment could yield an additional 1.5 million tons of light oil products annually [15]. Group 3: Strategic Significance - The reactor enhances China's energy security, increasing the self-sufficiency rate of aviation kerosene by 20% and improving the purification efficiency of ship fuel by 15% [17]. - The technology allows China to efficiently utilize heavy oil previously deemed waste by Western countries, thus changing the perception of heavy oil in the global market [19]. - China's advancements in refining technology have led to a shift from being a follower of international standards to becoming a rule-maker in the energy sector [23][27]. Group 4: Global Market Dynamics - Countries with abundant heavy oil reserves, such as Venezuela, are beginning to recognize the opportunities presented by China's technology [21]. - Middle Eastern oil-producing nations are actively collaborating with China to customize high-sulfur crude oil production, leveraging advanced heavy oil processing technology [21]. - The shift in technological capabilities has caused Western experts to transition from mockery to concern regarding China's growing influence in the global energy landscape [25][27].

Core Viewpoint - The company, 雷电微力, emphasizes its commitment to independent innovation and plans to enhance its core technology development while optimizing cost-effective production methods [1] Group 1: Technology Development - The company aims to deepen the research and development of key core technologies, focusing on high integration, high density, high power, and high efficiency products [1] - The goal is to accelerate technological iteration and maintain a leading position in technical performance [1] Group 2: Cost Optimization - The company plans to continuously promote low-cost design and manufacturing of products [1] - It will optimize the research and production system and implement lean manufacturing to achieve low-cost mass production [1] Group 3: Market Expansion - The company will keep a close watch on emerging fields and will actively pursue suitable projects for implementation [1] - This strategy aims to broaden the application of the company's product technologies in various scenarios [1]

Core Insights - The era of AI redefining hardware across various sectors is approaching, with significant advancements in AI models and robotics in China during the "14th Five-Year Plan" period [1][2] - The Chinese government has set a clear timeline for AI integration across six key sectors by 2027, aiming for over 70% application penetration of new intelligent terminals and agents by then, and over 90% by 2030 [2] - The rapid development of the AI industry is reflected in the emergence of numerous generative AI services, with 346 services registered by March 2025 [2] Group 1: AI and Technological Innovations - The AI industry is experiencing robust growth, with a focus on original technology and ecosystem development, as emphasized by industry leaders [3] - Major breakthroughs in "big national equipment" include the launch of China's first domestically produced aircraft carrier and advancements in nuclear power and space exploration [4] - The integration of digital technology in various sectors, including tourism and healthcare, is enhancing user experiences and operational efficiency [5][6] Group 2: Economic Impact and Digital Transformation - The digital transformation is significantly impacting various sectors, with 100% completion of digital upgrades in 5A-level scenic spots and innovative applications in tourism [5] - The healthcare sector has seen over 1 billion services provided through internet hospitals, with more than 1.2 billion users of the medical insurance code, facilitating easier access to medical services [6] - The digital economy is expanding, with software revenue projected to grow by 80% by the end of 2024, and over 10,000 smart factories established across various manufacturing sectors [7] Group 3: R&D and Talent Development - China's R&D investment has reached new heights, with a nearly 50% increase compared to the end of the "13th Five-Year Plan," totaling 3.6 trillion yuan [8] - The country boasts the largest pool of R&D personnel globally, with over 5 million graduates in STEM fields annually, supporting innovation and technological breakthroughs [8] - The commitment to self-reliance and innovation is driving the acceleration of technological advancements in response to global challenges [8][9]

Group 1 - The capital market policies in the past two years have significantly increased, focusing more on supporting technological development [1] - The strategic competition in the technology sector between China and the US has intensified, with US technology restrictions accelerating China's independent innovation [1] - China has made milestone breakthroughs in key technology areas in 2024, with Huawei's Ascend chips nearing international leading performance and domestic humanoid robots breaking overseas monopolies [1] Group 2 - The Hong Kong stock market is gathering core domestic AI assets across the entire industry chain, becoming a pioneer in the revaluation of Chinese assets [2] - The launch of the Hong Kong Stock Connect Technology ETF (159101) provides investors with a convenient tool to invest in the Hong Kong technology sector [2] - The ETF closely tracks the National Index of Hong Kong Stock Connect Technology, selecting 30 large-cap, high R&D investment, and high revenue growth technology leading companies [2]