新华社布宜诺斯艾利斯11月18日电（记者张铎 王钟毅）阿根廷《民族报》17日发表记者弗朗西斯 科·胡埃根撰写的《中国是阿根廷的机遇还是挑战？》，文章说，中国是阿根廷关键贸易伙伴。文章摘 要如下： 中国是阿根廷第二大贸易伙伴，阿根廷的大豆、牛肉等出口中国。中国重视技术自主和粮食安全， 这为阿根廷这个世界主要粮食生产国带来了机遇。 在中国的"十五五"规划建议中，量子科技、生物制造、第六代移动通信等领域得到了重点关注。在 南京，中国和阿根廷两国的商界人士讨论当前的国际贸易形势。毫无疑问，中国是阿根廷关键的贸易伙 伴。 在中国，几乎所有的世界知名品牌都在努力吸引中国消费者。到访中国的阿根廷人发现，与阿根廷 相比，中国的产品质优价廉，而且商家服务也很好，有些定制西装甚至可以在24小时内送达顾客居所。 中国人工智能的发展成就显著。得益于人工智能技术的应用，在上海郊区的一座码头，一名员工就 可以管理十台集装箱吊机；在南京一家工厂的生产线上，28个机械臂上下忙碌、自动导引车有序穿梭。 ...

Core Insights - China is a key trade partner for Argentina, with significant opportunities arising from this relationship [1] Trade Relations - China is Argentina's second-largest trading partner, importing key products such as soybeans and beef [1] - The focus on technological independence and food security in China presents opportunities for Argentina, a major global food producer [1] Technological Advancements - China's advancements in artificial intelligence are notable, with applications in logistics and manufacturing, enhancing operational efficiency [1] - The "14th Five-Year Plan" in China emphasizes key areas such as quantum technology, biomanufacturing, and sixth-generation mobile communications [1] Market Dynamics - Argentine visitors to China observe that Chinese products are of high quality and competitively priced, with excellent customer service [1] - The rapid delivery services in China, such as custom suits delivered within 24 hours, highlight the efficiency of Chinese businesses [1]

高盛首席中国经济学家闪辉降中国2026与2027年GDP预期分别从4.3%和4.0%上调至4.8%与4.7%（2019年以来最大幅度的预期上调），理由是出口韧性强、中美贸易紧张局势缓和以及“十五五”规划带来的政策动力增强。闪辉表示，此次习特会表明，中国现在在贸易谈判中拥有了重要的筹码，尤其是在控制稀土出口方面，美国可能更难进一步加征关税。高盛还援引了中国近期召开的四中全会和“十五五”规划的成果，这些成果强调技术自主和产业竞争力。政策制定者旨在加大对高科技制造业和创新的投入，以此作为经济增长的驱动力，取代对房地产和基础设施的依赖。尽管这一战略可能迅速提振出口和企业利润，但闪辉警告称，提振家庭消费可能需要更长时间。高盛还指出，AI崛起有望在未来十年内将中国的长期增长潜力提升高达8%，从而有助于抵消人口结构和结构性不利因素。 ...

【环球时报驻德国特约记者 雨山 环球时报记者 刘欣】德国政府29日在柏林举行高科技议程启动仪式， 总理默茨出席并发表讲话。据德国广播电台报道，默茨在活动上表示，德国必须强化经济界与科研界的 合作，加快创新步伐，"只有这样，德国才能成为一个具有塑造力的国家"。他强调，德国和欧洲必须实 现"技术自主"，不能让美国和中国单独决定科技的未来。 据报道，德国政府29日发布的新高科技议程重点聚焦六大关键技术领域：人工智能、量子技术、微电 子、生物技术、核聚变与气候中和能源生产、气候中和型交通技术。 德国联邦研究、技术与航天部部长贝尔在接受"德国之声"采访时表示，德国在基础研究方面依然处于领 先位置，但在科研成果转化为实际应用上"仍有明显的追赶空间"。她强调，必须让科学领域的关键技术 更好地服务于经济发展，并推动科研与产业的深度融合。 根据新战略，到2030年，德国希望实现人工智能相关产业贡献国内生产总值的10%。政府计划吸引更多 芯片、设备及原材料生产工厂落户德国，并扩大现有产能。长达35页的战略文件提出，将重点支持初创 企业与中小企业，加快人工智能在医疗领域的应用，显著提升人工智能资源在科研、经济、行政及社会 领域的可 ...

Group 1: Economic Sanctions and Impact on Russia - The US and EU have imposed unprecedented sanctions on Russian oil companies, targeting half of Russia's crude oil exports, and have banned liquefied natural gas imports from Russia [1] - The price cap on Russian oil is set at $47.6 per barrel, significantly reducing profit margins for Russian oil sales [1][6] - Russia's attempts to redirect energy exports to countries like India and China are hindered by a diversified global energy market, which cannot fully absorb the volumes previously exported to the West [6] Group 2: Military and Strategic Responses - Russia's military response includes nuclear drills and warnings against US arms supplies to Ukraine, indicating a show of nuclear deterrence [3][12] - The effectiveness of nuclear deterrence is questioned, as both the US and Russia possess mutual assured destruction capabilities, limiting the likelihood of direct conflict [3] - Historical precedents suggest that major powers may avoid direct confrontation, opting instead for conventional or proxy warfare [3] Group 3: Future Scenarios and Political Dynamics - A potential ceasefire may emerge as Russia recognizes its inability to sustain a long-term economic and technological competition with the West [8] - The geopolitical landscape may shift, allowing Russia to balance relations with both the West and non-Western countries like China, depending on the evolving strategic needs of the US [8][12] - The ongoing sanctions highlight the importance of economic strength and technological independence for national security, as Russia's reliance on energy exports exposes its vulnerabilities [14]

Core Viewpoint - FAW Jiefang is enhancing its R&D capabilities to maintain its leadership in the commercial vehicle industry amidst market competition and technological advancements [1][5][19]. Group 1: R&D Project Overview - The newly completed R&D project in Wuxi has a total investment of 423 million yuan, with a building area exceeding 45,000 square meters and a height of 71.18 meters [6][19]. - This project aims to leverage the advantages of the Yangtze River Delta region and enhance FAW Jiefang's capabilities in powertrain technology innovation and product development, positioning it as an international R&D platform [6][15]. Group 2: Strategic Importance - The project is a critical move for FAW Jiefang to stabilize market expectations and enhance brand influence through technological independence [5][19]. - FAW Jiefang's Vice General Manager emphasized that the development quality of the powertrain industry is crucial for overcoming challenges and achieving the strategic goal of being "China's first and world-class" [5][19]. Group 3: Product Innovation - FAW Jiefang launched two hybrid mining dump trucks designed for mining transportation, showcasing its commitment to integrated and intelligent power solutions [9][10]. - The new products feature a "software-defined powertrain" that optimizes performance through unified control of various systems, addressing key challenges in mining operations [10][13]. Group 4: Global R&D Layout - The "Four Countries, Nine Locations" global R&D layout is a strategic foundation for FAW Jiefang to lead in technology and respond to international competition [15][16]. - The new R&D building incorporates a "D" shaped design representing Design, Development, and Digitalization, which are essential for innovation in the powertrain sector [16][19]. Group 5: Future Outlook - The completion of the project symbolizes a deepened collaboration between FAW Jiefang and the Wuxi government, aiming to foster new productive forces [19][21]. - FAW Jiefang is poised to accelerate innovation and capture competitive advantages in the global commercial vehicle market, contributing to the nation's manufacturing and transportation strength [19][21].

雷军就是那个时代的"潮人代表"，穿件休闲T恤，发布会上一句"areyouOK"就能逗得粉丝嗷嗷叫，小米 的粉丝经济玩得那叫一个溜。 他走的是轻资产路线，不用自己建庞大的工厂，靠整合供应链、贴近用户需求，就能快速打开市场。 反观董明珠，那时候的她更像个"老派实干家"，格力扎在传统制造业里几十年，建工厂、搞研发、铺线 下经销商体系，走的是重资产、慢积累的路子。 聊起中国商业史上那些自带话题感的"对手戏"，2013年董明珠与雷军的10亿赌约，即便过了十年，依旧 值得拿出来细品。 那时候的互联网浪潮正猛，行业看待商业的眼光里，都带着点"追新"的热情，谁能跟上互联网思维，谁 能玩转粉丝经济，谁好像就是未来的赢家。 而这场赌约，恰好把两种截然不同的商业路径摆到了台面上，也悄悄埋下了十年后口碑反转的伏笔。 十年前的天平 2013年的商业圈，多少有点"互联网万能论"的味道，那时候的创业者们，要是开会不聊两句"用户体 验""快迭代"，都不好意思跟人递名片。 她说话直来直去，管理风格也硬气，提到她，大家第一反应是"这人做事果断"，但心里也会嘀咕"是不 是有点跟不上潮流"。 毕竟在互联网思维满天飞的年代，"砸钱搞研发""稳扎稳打做 ...

Core Viewpoint - The recent upgrade of Huawei's HarmonyOS from version 4.3 to 5.1 has faced significant backlash due to compatibility issues with mainstream applications, leading to user frustration and data loss during the downgrade process [1][3][4]. Group 1: User Experience and Compatibility Issues - Users have reported that after upgrading to HarmonyOS 5.1, many applications became incompatible, resulting in a chaotic desktop layout and the need to reinstall and log into existing applications, increasing operational costs [3][4]. - Core functionalities of popular applications like WeChat and Douyin have failed, causing disruptions for content creators and users alike [3][4]. - The lack of a user-friendly downgrade mechanism has forced users to seek professional help to revert to the previous system, often resulting in data loss [4]. Group 2: Market Position and Competition - Huawei has regained a leading position in the Chinese smartphone market, achieving a market share of 18.1% with 12.5 million units shipped in Q2 2025, despite an overall market decline [5][6]. - The HarmonyOS ecosystem is still small on a global scale, with only 4% market share compared to Android's 79% and iOS's 17% as of Q2 2025 [7][8]. Group 3: Development and Future Challenges - Huawei has invested heavily in R&D, with expenditures reaching 96.95 billion yuan in the first half of 2025, accounting for 22.7% of its revenue, indicating a strong commitment to developing the HarmonyOS ecosystem [7]. - The transition to a "pure" HarmonyOS from a compatible Android system presents significant compatibility challenges, as seen in the recent upgrade issues [10][11]. - Building a developer ecosystem remains a critical challenge, as the user base is primarily domestic, making it difficult to attract international developers to invest in the platform [10][11]. Group 4: Strategic Outlook - The HarmonyOS has the potential for growth in various markets, including PC operating systems, mobile application development, and IoT, with significant market sizes projected [10]. - However, the path to achieving a competitive stance against Android and iOS globally is fraught with challenges, including the need for improved application quality and timely updates [10][11].

Core Viewpoint - The emergence of China's foldable screen technology, particularly the production of ultra-thin "hand-tear steel," has shifted the competitive landscape in the smartphone industry, giving Chinese companies like Huawei a significant advantage over Western competitors like Apple [1][8]. Group 1: Technology Development - China has successfully achieved mass production of ultra-thin "hand-tear steel" with a thickness of 0.015 mm, capable of withstanding over 400,000 folds, marking a significant technological breakthrough [1][6]. - The research team at Shanxi Taigang conducted over 700 experiments to develop this material, which is now used not only in foldable smartphones but also in aerospace applications [6][8]. Group 2: Market Dynamics - Huawei has capitalized on this technology, capturing over half of the market share in the foldable smartphone segment, while Apple is struggling to catch up with its delayed entry into this market [1][8]. - The price of special steel materials has skyrocketed due to market manipulation by Japanese and German manufacturers, with costs reaching over one million per ton, leading to a significant financial burden on China, which previously imported 1.64 trillion annually [5][12]. Group 3: Geopolitical Implications - In response to China's advancements, the EU has imposed a 50% tariff on steel imports exceeding a reduced quota, indicating a protective stance against Chinese technology [10][12]. - The halt of hand-tear steel exports from China has left Western companies, particularly Apple, scrambling to adjust their strategies, as they can no longer rely on this critical material [1][8].

以海风为首的风电股持续走强，金风科技午后拉升涨停，运达股份、广大特材、三一重能、大金重工、吉鑫科技等涨超5%。消息面上，国内海风市场9月 迎来招中标高峰期，中国首个国家级海上风电试验基地即将投运，可开展目前世界最大容量风电机组和最长尺寸风机叶片的检测试验，以及多领域国际前 沿技术研究。 展望后市，机构普遍对A股"红十月"抱以乐观的展望。申万宏源研报称，"红十月"是大概率事件，10月科技产业催化和长期政策布局窗口有望共振，市场 结构性行情可能重新升温。 兴业证券认为，10月市场进入三季报交易窗口，这有望带动资金聚焦景气线索，成为"破局"重要抓手。对于科技、先进制造为代表的强势板块，三季报是 验证其景气周期的重要窗口。 扬子晚报网10月9日讯（记者 范晓林 实习生 魏静萱）10月9日是国庆中秋黄金周假期后首个交易日，A股沪指盘中突破3900点，再创年内新高。截至收 盘，上证指数收于3933.97点，涨幅1.32%，这也是自2015年8月以来，上证指数再次突破3900点。沪深两市成交额连续第15个交易日突破2万亿，全天成交 金额2.65万亿。 截至收盘，沪指涨1.32%，报3933.97点，深成指涨1.47%，报1 ...