马斯克努力收起笑容，一本正经地回答： " 是的，我不认为他们的产品吸引人，没有好技术，比亚迪在中 国也面临相当严重的问题，他们现在的重点是确保不会倒闭。 " 彼时，特斯拉推出的全球首款锂电池轿车 Model S ，以独特的电动和新奇的外观设计刷新了人们对汽车 的想象，马斯克一跃成为全球耀眼的车圈明星人物；而大洋彼岸的中国对手们，产品看上去像上个世纪的 古董车，遑论电动与智能化。 " 过去十年，中国智驾产业完成从封闭链条，向普惠生态转折。 " 作者丨 林子川 编辑丨 李雨晨 2011 年的一档美国电视节目上，主持人向特斯拉 CEO 马斯克提起，一些竞争对手正在崛起，当听到比 亚迪后，马斯克乐不可支，笑声一度打断主持人的讲话。 主持人感到疑惑，询问马斯克： " 你不认为比亚迪是竞争对手吗？ " 十四年后的今天，被马斯克轻视的中国车企们凭借着在电动化的持续发力，销量已反超特斯拉，比亚迪、 吉利成为 2024 年全球十大车企。 然而，特斯拉之所以能被持续看好，背后的核心还有基于自研芯片的智能驾驶能力。每一次特斯拉 FSD 的更新，都如同投入智驾行业的一颗 " 石子 " ，迅速在国内智驾领域掀起跟进与研究的浪潮。 从 ...

Core Insights - The article emphasizes the shift in the AI computing industry from chaotic competition to collaborative ecosystems, as highlighted by the "refusal of internal competition" advocated by the director of the National Advanced Computing Industry Innovation Center, Li Jun [2][3] - This transition is crucial as AI becomes a central battleground in global technological competition, addressing the urgent need for self-controlled computing power ecosystems [2][3] Industry Challenges - AI computing power demand is increasing at an annual rate of over 40%, yet the industry faces severe internal competition characterized by long supply chains and homogenized competition among companies [2][3] - Many companies pursue a "large and comprehensive" approach but struggle to achieve excellence, leading to a distorted bidding environment where "the more one loses, the more likely they are to win" [2][3] Structural Issues - The internal competition stems from structural contradictions in the global computing power landscape, where the urgent need for self-controlled computing power is hindered by incompatibility among different vendors' chips and systems [3] - Small and medium enterprises face barriers to entry in AI projects due to high costs and equipment incompatibility, necessitating a unified interface standard and collaboration mechanisms [3] Proposed Solutions - Li Jun proposed five measures to support partner growth, focusing on collaboration among core enterprises and manufacturers to develop high-end processors and a full-stack product matrix [3][4] - The measures include building joint laboratories, sharing resources, and enhancing market access through regional AI innovation centers, creating a closed-loop ecosystem from technology development to market implementation [3][4] Early Achievements - The HAIC2025 conference showcased over 50 innovative results from the cooperative ecosystem, demonstrating the collaborative innovation capabilities of the open ecosystem [4] - Companies like Yike and Haiguang have successfully explored new markets through deep collaboration, validating the commercial value of division of labor [4] Ecosystem Value - The organization has over 6,000 partners and 28 physical ecosystem adaptation centers, creating a closed-loop industry ecosystem centered on self-control [5] - This ecosystem allows each enterprise to find precise positioning, fostering a positive cycle of core technology breakthroughs and industry scale [5] Strategic Shift - The exploration by the organization represents a reconstruction of the AI computing industry's development model, advocating for resource sharing and collaborative mechanisms to enable domestic computing power to iterate and optimize in real scenarios [6] - The call for a shift from "zero-sum competition" to "positive-sum competition" is essential for building a robust foundation for computing power in the AI industry [6]

开放架构破解国产芯片生态碎片化困局 12月17-19日，首届光合组织人工智能创新大会（HAIC2025）在昆山国际会展中心举办。由国家先进计 算产业创新中心指导，光合组织正构建面向国产计算得开放生态，旨在联合产业链上下游企业、高校及 科研院所，开展协同技术攻关，构建覆盖芯片设计与制造、整机系统、软件生态及应用服务的全链条创 新体系。 在大模型应用繁荣的背后，底层算力"性能墙"与"生态墙"双重制约依然突出。正如国家先进计算产业创 新中心主任历军在会上所言，市场需要开放、高效、安全、稳定的智能计算基础设施，应该建设开放、 共享、分工、协作、团结、共赢的产业格局。 从浪潮、商汤科技、麒麟软件等厂商在大会上的分享，到海光、曙光发布的开放战略与超集群实践，都 是这一共识的集中体现。 scaleX万卡超集群首次公开亮相 作为"AI计算开放架构"最新重磅成果，本次展会上首次亮相的scaleX万卡超集群可支持多品牌加速卡以 及主流计算生态，并实现400+主流大模型、世界模型等适配优化，可实现10240块AI加速卡部署，总算 力规模超5EFlops。该集群面向万亿参数大模型与前沿科学智能等极致场景设计，由16个scaleX64 ...

地平线(09660)创始人兼CEO余凯博士以"向高同行"战略作答，指出破局的两大支柱：一是推动底层计算技术向更高性能演进，筑牢物理AI底座；二是携手 伙伴共建开放生态，将高阶智驾体验转化为规模化用户价值。目前，地平线HSD城区辅助驾驶系统已经实现规模化量产，基于征程6系列的商业生态成果也 在持续落地，意味着这一战略路径的价值正在加速兑现。 2025，智驾技术突破到普惠落地的分水岭 会上形成清晰共识：2025年是智能驾驶从技术突破迈向规模化普惠的分水岭。其中，"城区NOA的大规模普及"已成为智驾走向商业成功的决定性战场，其 成败系于体验、成本、安全与政策的复杂协同。 中国汽车工业协会常务副会长兼秘书长付炳锋 这一路径获得行业深刻共鸣。中国汽车工业协会常务副会长兼秘书长付炳锋在开场发言中表示："汽车产业的向上发展，不是单点突破的独行，而是价值共 享的同行。"要摒弃单点思维，迈向全链共进，让智能驾驶技术，最终转化为用户的安全与体验价值。 智通财经APP获悉，2025年12月8日，地平线首届技术生态大会(Horizon Together 2025)在深圳启幕。大会以"向高同行"为主题，首日汇聚全球汽车产业链头 部公司 ...

2025年是智能驾驶从技术突破迈向规模化普惠的分水岭。其中，"城区NOA的大规模普及"已成为智驾 走向商业成功的决定性战场，其成败系于体验、成本、安全与政策的复杂协同。 地平线创始人兼CEO余凯博士以"向高同行"战略作答，指出破局的两大支柱：一是推动底层计算技术向 更高性能演进，筑牢物理AI底座；二是携手伙伴共建开放生态，将高阶智驾体验转化为规模化用户价 值。目前，地平线HSD城区辅助驾驶系统已经实现规模化量产，基于征程6系列的商业生态成果也在持 续落地，意味着这一战略路径的价值正在加速兑现。 新华信用深圳12月10日电（崔傅成）2025年12月8日，2025地平线技术生态大会在广东省深圳市启幕。 大会以"向高同行"为主题，首日汇聚全球汽车产业链头部公司，聚焦"加速全场景辅助驾驶量产普及"的 阶段性使命，分享前沿实践，凝聚关键共识。会场同步设置的科技展览与试乘试驾，集中展示了从智能 驾驶到智能机器人的领先技术与创新成果。 智能驾驶从技术突破迈向规模化普惠 这一路径获得行业深刻共鸣。中国汽车工业协会常务副会长兼秘书长付炳锋在开场发言中表示，汽车产 业的向上发展，不是单点突破的独行，而是价值共享的同行。要摒弃单点 ...

" 城区辅助驾驶将普惠到 10 万元国民车型，未来 3 - 5 年将实现千万量产。 " 在地平线 2025 首届技术生态大会的舞台上，创始人兼 CEO 余凯博士立下的这两个 Flag 。这不仅是一个技术愿景，更是一份商业世界的价值宣言。 它意味着，地平线正试图将曾专属于豪华车的顶尖智能，变为一场全民可及的平权运动。 此刻，地平线正站在一个奇妙的交汇点上，其征程系列芯片累计出货已突破 1000 万套，中国市场 " 每三辆智能汽车就有一辆搭载地平线 " ；而其最新推 出的 HSD （地平线城区辅助驾驶方案 ），在搭载星途 ET5 和深蓝 L06 上市短短两周后，激活量已超 12000 辆。 从千万级的芯片基石，到爆发式增长的终端体验，地平线用十年时间，验证了一条迥异于行业巨头特斯拉的路径 —— 不做垂直整合的 " 颠覆者 " ，而甘 当开放生态的 " 赋能者 " 。 这就是地平线所定义的 "Wintel 式 " 软硬结合技术路径。在从数字智能迈向物理智能的历史拐点，地平线选择成为那个提供底层计算平台与生态基座的 " 连接器 " ，其战略、技术与商业成果，共同描绘了一个技术足够强、规模足够大、前景足够广的独特投资图 ...

当"人才外流"仍被不少人视为"失血"时，任正非的一句话撕开了认知裂缝。2025年12月5日，在ICPC北京总部的座谈会上，这位79岁的华为掌舵者面对青年 学子和教练，没有重复"卡脖子"的焦虑，反而抛出一个反常识判断："大量人才到美国成长是好事情。" 这话像一颗石子投入舆论深潭。有人质疑"是不是老糊涂了"，有人担忧"人才都跑了谁来攻关"，但在争议背后，藏着一个被焦虑遮蔽的真相：在科技全球化 的今天，人才的价值从来不由国界定义，而由其参与创造的文明高度决定。任正非的"反常"，恰恰是穿透短期博弈、直击长期生存的清醒——真正的科技竞 争力，从来不靠"圈养"人才，而靠开放生态里的"共创"能力。 焦虑"人才外流"，不如反思：我们能否提供和美国同等水平的创新生态？当中国的实验室也能诞生诺奖级成果，当中国企业能提供全球顶尖的研发平台，人 才自然会"用脚投票"。任正非的理性，正在于他不纠结"人才去哪"，而专注"回来能做什么"——这才是真正的"人才战略"，而非情绪性的"人才保卫战"。 二、开放不是"示弱"，是主动吸收文明养分的"生存本能" "中国要更开放，吸收世界文明"，这句话从任正非口中说出，带着沉甸甸的实践重量。华为被制裁四 ...

Core Viewpoint - Hisense is driving development through technological innovation, having launched the world's first 116-inch RGB-Mini LED TV and RGB three-dimensional color control technology, positioning itself as a leader in the display technology industry and promoting China's technological advancement [1][3][5]. Group 1: Technological Innovation - Hisense adheres to a "technology-driven enterprise" strategy, focusing on user needs and pushing for high-end and intelligent upgrades through deep research and technological breakthroughs [2][6]. - The RGB-Mini LED technology represents a generational leap in display technology, achieving independent backlighting with red, green, and blue colors, and covering 97% of the BT.2020 color gamut, surpassing QD-OLED and QD-Mini LED technologies [5][8]. - Hisense's RGB three-dimensional color control technology has been recognized as a significant breakthrough, redefining high-end display standards globally [6][10]. Group 2: Industry Chain Collaboration - Hisense has integrated its technological and resource advantages across its supply chain, leading to the development of core chips that overcome commercial application barriers for RGB three-color LEDs [7][12]. - The company has established a complete industrial chain by investing in upstream enterprises, enabling it to extend its layout into the chip sector and achieve a unique position in LCD, laser, and LED technologies [7][8]. - Hisense has facilitated the international expansion of over 40 suppliers, enhancing their capabilities and market reach through collaboration [12][14]. Group 3: Ecosystem Development - Hisense emphasizes the importance of open collaboration in driving technological innovation and has built a vibrant ecosystem that benefits all participants [13][14]. - The company is transforming its supply chain management practices to enhance flexibility and responsiveness, ensuring a tightly integrated supply chain [12][13]. - By fostering a cooperative environment, Hisense has created a model of mutual growth and innovation, contributing to the sustainable development of the display industry [12][14].

Core Insights - The article highlights the transition of AI from technical breakthroughs to practical applications, emphasizing the importance of creating sustainable social and economic value in real-world scenarios [15] Group 1: Company Strategy - iFlytek's "Artificial Intelligence + Education" strategy is exemplified by the Starfire Intelligent Grading Machine, which significantly reduces teacher grading time from 90 minutes to 15 minutes while providing detailed diagnostic feedback [1] - The company focuses on "self-controllable" and "soft-hard integration" strategies, aiming to balance between being an algorithm provider and a hardware manufacturer [4][5] - iFlytek's deep learning model, Starfire X1.5, features 293 billion total parameters and 30 billion active parameters, achieving a training efficiency increase from 30% to 84% [4] Group 2: Market Applications - iFlytek's AI applications extend to education, healthcare, and transportation, with products like the AI Grading Machine and AI Medical Assistant enhancing user experience and operational efficiency [8][9] - The AI Medical Assistant has been deployed in 801 districts, providing diagnostic pathways and health management services, achieving over 1.6 million AI health consultations with a 98% user satisfaction rate [9] - In the automotive sector, iFlytek's collaboration with Chery aims to create a smart cockpit that integrates emotional intelligence and situational awareness, enhancing user interaction [9] Group 3: Financial Performance - In Q3 2025, iFlytek reported revenue of 6.078 billion yuan, a year-on-year increase of 10.02%, with net profit exceeding 200% [12] - The company has positioned itself as a leader in the AI market, securing 60 projects with a total bid amount of 5.45 billion yuan, maintaining its status as the top bidder for five consecutive quarters [13] Group 4: Ecosystem Development - iFlytek is building an open technology ecosystem, modularizing core capabilities like speech recognition and machine translation, and engaging nearly 9.62 million developer teams [12] - The company's technology is being integrated into various regional industries, enhancing its global footprint and operational reach [12] Group 5: Future Outlook - The focus of AI competition is shifting from model size to practical application and value creation in various sectors, with iFlytek's approach serving as a model for "Chinese-style AI" [15]

Core Insights - Honor is celebrating its fifth anniversary and has successfully navigated its survival phase while finding a unique growth path in a highly competitive smartphone market [1] - The company is transitioning from a hardware manufacturer to an AI ecosystem leader under the leadership of CEO Zhao Jian, leveraging an "open ecosystem" strategy and "self-evolution capability" [1][3] Industry Context - The smartphone market is characterized by intense competition and significant product homogeneity, leading to shrinking profit margins. In Q3, the Chinese smartphone market saw a 3% year-on-year decline, indicating that growth through hardware upgrades has reached its limits [4][5] - Honor's strategic shift reflects a broader industry transformation from hardware-centric competition to ecosystem empowerment, as companies seek to create value through diverse revenue streams beyond device sales [7][8] Strategic Initiatives - Honor introduced the "1X3XN" ecosystem strategy and the AI operating system MagicOS 10, aiming to connect the upstream and downstream of the industry chain [3][5] - The strategy emphasizes collaboration and co-creation within the AI ecosystem, positioning Honor as not just a device manufacturer but also as an enabler and integrator of AI solutions across various sectors [7][10] Competitive Landscape - Honor's approach contrasts with the "walled garden" model of Apple and the fragmented model of early Android, opting for a balanced strategy that maintains system openness while ensuring user experience consistency through MagicOS 10 [9][10] - The company is establishing itself as a "chain master" in Shenzhen's AI terminal industry, leveraging local advantages to create a robust AI terminal industry cluster [17][18] Regional Advantages - Shenzhen's status as a "hardware Silicon Valley" provides Honor with unparalleled supply chain efficiency and innovation capabilities, allowing rapid product development [15][18] - The local government's proactive AI policies support Honor's growth, aiming to achieve an AI terminal industry scale of 800 billion yuan by 2026 [15][18] Future Outlook - Honor's open ecosystem strategy represents a significant shift in China's tech industry, moving from "point breakthroughs" to "system innovation" [19] - The company faces challenges in proving the commercial value and technological advantages of its open model amid increasing competition from global tech giants [19]