Core Insights - Tencent has made a significant breakthrough in AI talent acquisition by appointing Yao Shunyu, a prominent AI scholar and former core researcher at OpenAI, as the Chief AI Scientist in the CEO's office, reporting directly to Tencent's President, Liu Chiping [2] - This appointment highlights Tencent's strategic commitment to enhancing its capabilities in large model research and building core AI infrastructure [2][3] - Yao Shunyu's academic and professional background is impressive, having graduated from Tsinghua University and Princeton University, and he has made substantial contributions to AI, including the "Tree of Thoughts" framework [2][3] Tencent's AI Strategy - Tencent has initiated an upgrade of its large model research architecture, establishing new departments such as AI Infra, AI Data, and Data Computing Platform, while dissolving the original Machine Learning Platform department [3][6] - The AI Infra department, led by Yao Shunyu, will focus on core technologies such as distributed training and high-performance inference services, supporting the iteration and business implementation of Tencent's mixed Yuan large model [3][6] - Tencent has invested over 100 billion yuan in AI-related strategic capital expenditures in the past year, with more than 30 new models released under its self-developed mixed Yuan large model [6] Value Addition from Yao Shunyu - Yao Shunyu's expertise is expected to bring three core values to Tencent: integrating OpenAI's advanced research concepts into the iteration of the mixed Yuan large model, leading the construction of AI infrastructure to address computational bottlenecks, and promoting the integration of language intelligence technology with Tencent's extensive application scenarios [6][7] - His appointment is seen as a benchmark for attracting top talent in the increasingly competitive global AI landscape, enhancing China's technological competitiveness [7] Future Focus - Yao Shunyu has indicated that he will concentrate on technological breakthroughs and industrial implementation of large models, aiming to help Tencent build a leading advantage in the "second half" of AI competition [7]

Core Viewpoint - Alibaba's Qianwen APP has launched the latest video generation model, Wanxiang 2.6, which introduces the "AI Theater" feature, allowing users to easily co-star in AI short films with friends or celebrities, marking a significant advancement in visual model capabilities [2][4]. Group 1: Product Features and Innovations - The new Wanxiang 2.6 model supports audio-visual synchronization, multi-camera generation, and sound-driven features, making it the most comprehensive video generation model globally and the first in China to support role-playing functionality [4]. - The "AI Theater" feature is based on the role-playing capability of the Wanxiang 2.6 model, with only OpenAI's Sora2 model offering similar functionality [4]. Group 2: User Growth and Engagement - Since its public beta launch, Qianwen APP has seen rapid iteration, with 18 updates in one month, and has achieved record user growth, surpassing 10 million downloads in the first week and over 30 million monthly active users within 23 days [5]. - The app's rapid evolution is supported by Alibaba's robust self-developed technology foundation, which has significantly enhanced video creation efficiency [5]. Group 3: Competitive Positioning - In the language model domain, Alibaba's Qianwen is positioned to compete with GPT, with several models based on Qianwen being utilized by companies like Airbnb, which has praised Qianwen for being better and cheaper than OpenAI [6]. - Alibaba has released over 300 open-source models globally, with downloads exceeding 700 million, establishing Qianwen as the largest open-source model family, surpassing Meta's Llama [6].

Group 1 - The company, Shen Cheng Jiao (301091.SZ), plans to issue A-shares to no more than 35 specific investors, with the issuance price set at no less than 80% of the average trading price over the 20 trading days prior to the pricing benchmark [1] - The total number of shares to be issued will not exceed 158 million, which is capped at 30% of the company's total share capital before the issuance [1] - The total amount of funds to be raised from this issuance is expected to be no more than 1.8 billion yuan, which will be used for various projects including the development of intelligent transportation models and equipment, as well as global business expansion and working capital [1]

Group 1 - The company, Shen Cheng Jiao (301091.SZ), plans to issue A-shares to no more than 35 specific investors, with the issuance price set at no less than 80% of the average trading price over the last 20 trading days prior to the pricing benchmark [1] - The total amount of funds to be raised from this issuance is capped at 1.8 billion yuan, which will be used for the development and application of intelligent transportation models and equipment, as well as global business expansion and working capital supplementation [1] - The number of shares to be issued will not exceed 158 million, which is limited to 30% of the company's total share capital before the issuance [1]

12月17日，腾讯宣布升级大模型研发架构，新成立AI Infra部、AI Data部和数据计算平台部，旨在全面强化大模型的研发体系与核心能力。其中，Vinces Yao 出任"CEO/总裁办公室"首席AI科学家，向腾讯总裁刘炽平汇报；同时兼任AI Infra部、大语言模型部负责人，向技术工程事业群总裁卢山汇报。 据智通财经了解，新成立的腾讯AI Infra部将负责大模型训练和推理平台技术能力建设，聚焦大模型分布式训练、高性能推理服务等核心技术能力，为大模 型算法研发和业务场景落地提供技术支持。 而架构升级后的AI Data部、数据计算平台部，将分别负责大模型数据及评测体系建设、大数据和机器学习的数据智能融合平台建设工作。王迪继续担任大 语言模型部副总经理，向Vinces Yao汇报。刘煜宏担任AI Data部负责人、陈鹏担任数据计算平台部负责人，均向公司副总裁蒋杰汇报。 "过去几十年我们专注于把模型训得更强，如今游戏规则彻底反转——接下来比拼的不是训练，而是如何定义并评估真正有用的任务。换言之，第一阶段的 看家法宝是Transformer、深度强化学习和大规模预训练；而第二阶段，你得像产品经理一样重新思考：A ...

Core Viewpoint - The AI landscape in China by 2025 has shifted from a focus on model parameters to a comprehensive competition involving capital efficiency, infrastructure, and traffic entry points, with major players like Alibaba, ByteDance, and Tencent adopting distinct strategies [1]. Tencent's AI Strategy - Tencent's AI strategy has evolved through three phases: a cautious "judgment period" before 2023, a "decisive investment" phase in 2024, and an "active offensive" phase entering 2025, characterized by organizational restructuring and talent acquisition [6][7]. - The company has established new departments for AI infrastructure and data, indicating a commitment to enhancing its AI research and development capabilities [4]. Product Development and Innovation - Tencent launched its mixed reality model, WorldPlay 1.5, which allows users to create and explore personalized 3D virtual worlds, marking a significant advancement in interactive AI applications [5]. - The mixed model has undergone over 30 iterations in the past year, maintaining a leading position in global rankings for text-to-image and 3D generation models [7]. Integration of AI into Ecosystem - Tencent's approach combines self-developed models with external open-source models, allowing for a flexible and efficient AI deployment strategy across its ecosystem [8]. - The company has integrated AI capabilities into over 900 internal applications, significantly enhancing efficiency in core business areas like advertising and gaming [9]. Competitive Advantage - Tencent's unique ecosystem, which includes extensive user data from social and service platforms, creates a closed-loop system that optimizes model performance and enhances user experience [11]. - The company aims to leverage its AI capabilities to create a seamless integration of AI into everyday user interactions, making AI functionalities almost invisible to users [13]. Future Outlook - Tencent is positioning itself to compete in the AI era by focusing on both B2C and B2B applications, with plans to develop intelligent agents that can operate within its existing ecosystem [16][17]. - The introduction of the AI Development Platform (ADP) aims to lower the barriers for enterprises to adopt AI, facilitating a broader application of AI technologies across various industries [18].

以下文章来源于腾讯科技 ，作者晓静 腾讯科技 . 腾讯新闻旗下腾讯科技官方账号，在这里读懂科技！ 来源丨 腾讯科技（ID：qqtech） 作者丨 郭晓静 编辑丨 徐 青 阳 12月17日，2025小米 " 人车家全生态合作伙伴大会 " 举办。在这次大会上，小米MiMo团队负责人 罗福莉完成了首秀演讲。作为前DeepSeek核心成员，罗福莉自从加入小米，就被视为小米AI研发走 向"正规军化"和"极客化"的里程碑。 市场曾期待她能带来像DeepSeek那样颠覆性的"小而美"模型， 而 罗福莉 身上 AI 时代 的 极客特 质， 也许 能与小米初创时期的极客基因完美相融，产生 新 的 化学反应。 罗福莉的首秀 略显 紧张 ， 但 不负众望 ， 她 带来 了一个高效的模型 MiMo-V2-Flash ， 也 抛出 了新的AGI梦想 。 虽然 有 惊喜 ， 但是 此次 小米并没有打破端侧AI的算力天花板， 对于期待"AI手机"变革的用户而 言， 还需要 继续 等待 。 但 今天 的 罗福莉 ， 确实 在 给 小米 ， 讲了 一个 可 围绕 " 人车家 生态 的 " 、 新的 AGI 故事 在她看来，现在的模型大多只是" ...

Core Insights - Tencent has upgraded its large model research and development structure by establishing new departments: AI Infra, AI Data, and Data Computing Platform, to enhance its core capabilities in large model development [1] - Vincesyao has been appointed as the Chief AI Scientist of the "CEO/President's Office" and will oversee both the AI Infra and Large Language Model departments, reporting to Tencent's President Liu Chiping [1] - The AI Infra department will focus on building technical capabilities for large model training and inference platforms, emphasizing distributed training and high-performance inference services [1] - The newly structured AI Data and Data Computing Platform departments will be responsible for the construction of large model data and evaluation systems, as well as the integration of big data and machine learning [1] - Wang Di continues as the Deputy General Manager of the Large Language Model department, reporting to Vincesyao, while Liu Yuhong and Chen Peng have been appointed as heads of the AI Data and Data Computing Platform departments, respectively [1]

【腾讯宣布升级大模型研发架构 前OpenAI研究员姚顺雨任要职】《科创板日报》17日讯，腾讯宣布升 级大模型研发架构，新成立AI Infra部、AI Data部、数据计算平台部，全面强化其大模型的研发体系与 核心能力。Vincesyao（即前Open AI研究员姚顺雨）出任"CEO/总裁办公室"首席AI科学家，向腾讯总裁 刘炽平汇报；同时兼任AI Infra部、大语言模型部负责人，向技术工程事业群总裁卢山汇报。据悉，AI Infra部将负责大模型训练和推理平台技术能力建设。（记者 李佳怡） 转自：智通财经 ...

Domestic News - Chongqing has issued the "Chongqing Hydrogen Station Industry Development Plan (2025-2035)", focusing on the construction of hydrogen infrastructure along major highways to enhance the application scale of hydrogen fuel cell vehicles [6] - Guangzhou is actively promoting the construction of the first batch of vehicle-network interactive application pilot cities in the country to facilitate vehicle-network collaboration [7] - Zhengzhou's "14th Five-Year Plan" emphasizes accelerating the production and efficiency of new energy vehicles, aiming to enhance local supply chain capabilities [8] - XPeng Motors has obtained an L3 autonomous driving road testing license in Guangzhou, initiating regular L3 road tests [9] - China FAW plans to mass-produce solid-state batteries by the end of 2027, which will be first used in its Hongqi flagship models [10] - Xiaomi has open-sourced the MiMo-V2-Flash large model, which has a total parameter count of 309 billion, designed for AI applications [11] - Geely has signed a strategic cooperation agreement with iTaxi to promote the electrification of taxi fleets in Poland, with 50 Geely EX5 vehicles delivered for operation [12] - Great Wall Motors announced the official launch of the WEY G9 in Malaysia, featuring a hybrid system and a price of approximately 517,800 RMB [13] International News - The EU plans to abandon the 2035 ban on internal combustion engines, allowing some plug-in hybrid vehicles and range-extended electric vehicles to be sold [14] - Japan intends to impose a new tax on private electric vehicles based on weight starting in May 2028 [15] - Maruti Suzuki anticipates that electric vehicles will account for 45% of its total sales in India next year [16] - Tesla plans to start battery production in Germany by 2027, with an expected annual capacity of up to 8 GWh, sufficient for approximately 130,000 electric vehicles [17] Commercial Vehicles - Suzhou King Long has received the highest level of certification for functional safety standards, establishing a robust product development and management process [18] - Jiushi Intelligent and Dongfeng Motor have signed a comprehensive strategic cooperation agreement to develop innovative autonomous vehicle products across various categories [19] - Yunnan has lifted restrictions on 168,800 pickup trucks, allowing them to have the same urban road access as small passenger cars, promoting logistics and rural development [20] - Hubei Ezhou has issued new regulations to support the commercial operation of autonomous delivery vehicles, aiming to enhance the logistics sector [22]