本报记者 贾丽 12月30日，华为技术有限公司官方微信账号（以下简称"华为"）发布了轮值董事长孟晚舟题为《追风赶 月莫停留，平芜尽处是春山》的2026年新年致辞。 孟晚舟表示，这一年华为助力运营商建设5G-A网络，为6000万用户提供极速网络联接体验；鸿蒙生态 体验加速从"可用"到"好用"，鸿蒙5.0以上终端设备超过3600万（台）。 她表示，智能时代的新征程已经开启。2026年华为将强化行业垂直作战，发挥"大杂烩"优势，深耕行 业，使能千行百业智能化转型；构建开源开放的鲲鹏昇腾生态，推动集群与超节点技术普惠，构筑坚实 的AI算力底座。同时，华为将持续以"水战略"激发管道流量、繁荣繁鸿蒙生态、重构AI数据中心、发展 液冷超快充。 孟晚舟坦言："从战略方向到战场胜利的这条道路，遍布暗礁与险阻，但我们别无选择，唯有迎难而 上。" 她表示，2026年，华为必将全力以赴。华为将战略聚焦，决胜价值战场，以质取胜，做强组织能力。 ...

（文章来源：每日经济新闻） 每经AI快讯，12月30日，华为轮值董事长孟晚舟在华为官网发布2026年新年致辞。致辞表示，智能时 代的新征程已经开启：强化行业垂直作战，发挥"大杂烩"优势，深耕行业，使能千行百业智能化转型； 构建开源开放的鲲鹏昇腾生态，使能伙伴开发满足各行各业需求的产品，推动集群与超节点技术普惠， 构筑坚实的AI算力底座；"水战略"激发管道流量，AI融入通信网络，从联接跃迁到"智联"；始终从消费 者体验出发，繁荣鸿蒙生态，畅享AI体验，为终端消费者带来更多惊喜；鸿蒙智行和乾崑智驾助力车 企规模上量，打造安全舒适的驾乘体验；重构AI数据中心，让每瓦特产出更多Tokens；液冷超快充，让 有路的地方就有高质量的充电体验。致辞最后提到，战略聚焦，决胜价值战场，以质取胜，做强组织能 力，2026年的我们，必将全力以赴！ ...

IT之家 12 月 27 日消息，特斯拉首席执行官埃隆・马斯克于 12 月 25 日在 X 平台发布激进经济预测，宣称人类即将迈入"后稀缺"（Post-scarcity）时代，贫 困与饥饿即将在新的经济模式下彻底消失。 IT之家注："后稀缺"是一种假设的未来经济状态，其中大多数商品、服务和信息的生产成本极低，几乎可以无限制地满足所有人的需求。通俗来说，就是东 西多到用不完，想要什么有什么，基本不用担心买不起或买不到。 美国经济分析局最新数据显示，第三季度美国 GDP 年化增长率达 4.3%，风险投资家马克・安德森（Marc Andreessen）提出"增长时刻已至"的言论。 马斯克转发该推文，指出如果将"应用智能"（Applied Intelligence）视为经济增长的指标，美国经济增速有望在未来 12 至 18 个月内飙升至两位数，甚至在 约 5 年内通过 AI 驱动实现惊人的三位数增长。 应用智能是指指将人工智能（AI）技术实际应用于具体生产和服务场景中，特别是结合了通用人工智能（AGI）和自主机器人技术，不仅是电脑里的聪明程 序，而是能操控机器人干活、能解决实际问题的"实干型 AI"。 而对于普通人而 ...

Core Viewpoint - The meeting of Juhua Group emphasizes the importance of implementing the spirit of the 20th National Congress and aims to promote high-quality development while fulfilling strategic missions and responsibilities as a state-owned enterprise [1][2] Group 1: Strategic Focus - The group aims to focus on "green development, digital transformation, and new Juhua's voyage" as the main line of work, striving to achieve high-quality planning for the 14th Five-Year Plan and preparing for the 15th Five-Year Plan [1] - The meeting highlights the need to align with national and provincial priorities, ensuring that the group contributes to the "Eight-Eight Strategy" and the construction of a common prosperity demonstration zone in Zhejiang [1] Group 2: Economic Strengthening - The group is committed to strengthening the real economy by promoting intelligent, green, and integrated industrial development, while actively supporting the construction of western bases and cultivating green industries such as new materials and new energy [2] - There is a focus on building an innovative ecosystem for green carbon reduction and energy conservation, aiming to seize market opportunities and enhance core competitiveness in the chemical industry [2] Group 3: Technological Innovation - The meeting stresses the importance of continuous technological innovation and the deep integration of technology and industry, collaborating with research institutions and top talents to identify breakthroughs in technology [2] - The goal is to create a national-level innovation platform and enhance the industry's core competitiveness while fulfilling the mission of a state-owned enterprise [2] Group 4: Embracing the Intelligent Era - The group plans to embrace the intelligent era by focusing on "intelligent manufacturing + smart management," promoting the upgrade of the "three zeros and two nos" project, and elevating data as a core production factor [2] - The aim is to create smart parks and implement more AI applications to improve operational efficiency and energy efficiency [2] Group 5: Strategic Planning - The group is tasked with meticulously preparing the strategic plan for the 15th Five-Year Plan, ensuring that the plan is forward-looking, leading, and actionable [2]

Core Viewpoint - The article emphasizes the rising importance of compound semiconductors, particularly VCSEL technology, in the context of the smart era driven by AI and intelligent vehicles, highlighting the shift from traditional silicon chips to these advanced materials [1][2][4]. Group 1: VCSEL Technology - VCSEL (Vertical Cavity Surface Emitting Laser) is a semiconductor laser that emits light vertically, offering advantages such as low threshold current, stable single-wavelength operation, and low manufacturing costs [3][4]. - The VCSEL market is projected to reach $1.4 billion by 2028, driven by demand from data centers and smart vehicles [4]. - The introduction of VCSEL in Apple's Face ID technology in 2017 significantly boosted its visibility and application in consumer electronics [3][4]. Group 2: China's Semiconductor Industry - Chinese companies are now leading the main application areas for VCSEL, such as optical modules and lidar, marking a shift from previous reliance on foreign giants [6][8]. - The article discusses the transition of China's semiconductor industry from imitation to innovation, with a focus on achieving original technology breakthroughs [6][8]. - The establishment of local VCSEL production capabilities is deemed essential for China's semiconductor self-sufficiency [6][8]. Group 3: Industry Trends and Future Outlook - The current AI infrastructure market is characterized by rapid changes, with significant growth expected in server and storage infrastructure spending, projected to reach $758 billion by 2029 [10]. - The industry is moving towards collaborative designs among multiple manufacturers, indicating a shift from isolated chip development to a more integrated ecosystem [12]. - The company aims to play a significant role in the "optical interconnect" and "optical sensing" markets, positioning itself as a key player in the global semiconductor landscape [12].

南海的风总带着温柔的韧劲，裹着潮汐的脉动掠过博鳌的椰林，玉带滩的浪涛一次次拍向礁石，把生机 悄悄种进这座海滨小镇的每一个角落。12月4日，2025企业家博鳌论坛主论坛开幕，那些激荡在会场里 的思想，像沙滩上的贝壳，被参会者小心翼翼地拾起，成了往后回味的珍贵念想。 1 周云杰： 把"链接"写进企业的未来里 海尔集团董事局主席周云杰一开口，就把大家拉进了"智能时代"的思考里："现在的链接早不是工具 了，是企业的存在方式。哪怕链接得不完美，也比关起门来搞孤立强。"他说这话时，眼里藏着对企业 发展的通透。 工业时代，谁手里有资源，谁就有话语权。可到了智能时代，周云杰发现，"能链接全球，才能掌握主 导权"。海尔的"智慧生活平台"就是最好的例子——以前家里的冰箱、洗衣机各管各的，现在通过平台 连起来，能根据人的习惯搭出贴心的生活场景；就连三滚筒洗衣机，也是让消费者一起参与设计， 把"买东西的人"变成了"一起造东西的人"；还有"人单合一"模式，打破了公司里一层管一层的规矩，让 每个员工都能自己找创新的方向，像小树苗一样自由生长。 聊到"十五五"的新机遇，周云杰说："别总追着风口跑，不确定性里藏着真机会。"海尔没跟风凑热闹， ...

Core Viewpoint - The article discusses the potential transformation of the high-end MPV market in China, highlighting the entry of Hongmeng Zhixing with its upcoming "9 Series flagship" MPV, which aims to redefine the segment through advanced technology and user-centric design [2][22]. Market Context - The MPV market in China has seen limited growth, with a market share of less than 5%, and a total sales volume of 867,000 units from January to October 2025, reflecting a year-on-year growth of only 2.1%, significantly lower than the overall passenger vehicle market [6][12]. - The demand for MPVs is driven by changing family structures and business needs, yet the market remains fragmented with no single brand dominating [17][21]. Pain Points in the MPV Market - The article identifies three fundamental pain points in the MPV market: 1. Space equality, addressing the discomfort of third-row passengers [8]. 2. Role balance, allowing for a seamless transition between driving and riding experiences [9]. 3. Intelligent scenario adaptation, ensuring that smart features cater to the complex needs of multiple passengers [10][20]. Hongmeng Zhixing's Strategy - Hongmeng Zhixing aims to leverage its expertise in high-end technology and product experience to create a high-end intelligent MPV that meets the needs of Chinese consumers [5][10]. - The upcoming 9 Series MPV is positioned to fill a gap in the product matrix, completing Hongmeng Zhixing's offerings from sedans to SUVs and now MPVs [9][18]. Competitive Positioning - The anticipated price range for the 9 Series flagship MPV is between 450,000 to 550,000 CNY, strategically placed to compete with both established luxury brands and emerging players in the market [12][15]. - The vehicle is expected to offer a luxurious experience without the traditional brand premium, thus appealing to consumers seeking value [13][15]. Technological Innovations - The 9 Series MPV is expected to incorporate advanced features such as a flat battery layout for improved seating comfort, high-end materials, and a sophisticated suspension system for a premium ride experience [13][14]. - The integration of HarmonyOS and smart driving technologies aims to enhance user experience, allowing the vehicle to adapt to different scenarios throughout the day [14][18]. Market Implications - The introduction of the 9 Series MPV could redefine consumer expectations in the high-end MPV segment, pushing competitors to innovate beyond mere design updates [20][21]. - The article suggests that the success of the 9 Series MPV could lead to a broader acceptance of MPVs as a mainstream choice for families and businesses, potentially expanding the market [17][22].

上证报中国证券网讯（记者 窦世平）中国工程院院士倪光南14日在操作系统大会2025上表示，基础软 件是战略性产业，必须加强自主创新；是生态型产业，必须共创共建共享；是长周期产业，必须长期持 续投入。超节点已经成为算力基础设施建设和部署的主流形态，未来，智能时代的操作系统将衔接智能 时代的硬件和应用，成为释放算力潜能的核心基石，助力千行万业智能化。 来源：上海证券报·中国证券网 ...

Core Insights - The transition from the "digital age" to the "intelligent age" is underway, with significant growth in the user base of generative artificial intelligence (AIGC) in China, reaching 515 million users by June 2025, a penetration rate of 36.5% [1] - The rapid increase in users, up by 266 million or 106.6% compared to the end of last year, indicates that the market is on the brink of an explosion [1] Group 1: User Growth and Technology Maturity - The explosive growth in user numbers is attributed to technological maturity and a rich array of products, with over 90% of users preferring domestic large models [1] - A total of 538 generative AI services have been registered in China by August 2025, with applications spanning various fields such as Q&A, office tasks, entertainment, and content creation [1] Group 2: Systemic Restructuring of Industries - AIGC is driving a systemic restructuring of production logic from "process-driven" to "human-machine collaboration," allowing AI to assist in knowledge and creative tasks, thereby redefining innovation speed and cost in industries like pharmaceuticals and engineering [2] - The industrial organization is evolving from a "chain-based ecosystem" to a "networked ecosystem," enabling decentralized production and content creation, lowering barriers for small teams and individuals to produce professional-quality outputs [3] - Competitive logic is shifting from "scale" to "ecosystem," where companies that can create a closed loop of user engagement and data optimization will establish a dynamic competitive advantage [3] Group 3: Challenges and Ethical Considerations - The rise of AIGC also brings forth challenges such as the emergence of a new "digital divide," where disparities between those who effectively utilize AI and those who do not become pronounced [4] - Ethical and regulatory challenges are intensifying, with concerns over AI bias, data privacy, and accountability becoming pressing social issues as the user base expands [4]

Core Insights - The transition from the "digital age" to the "intelligent age" is underway, with significant growth in the user base of generative artificial intelligence (AIGC) in China, projected to reach 515 million users by June 2025, representing a penetration rate of 36.5% [1] - The rapid increase in users, up by 266 million in just six months, indicates a market poised for explosive growth, driven by technological maturity and a diverse range of products [1] Group 1: User Growth and Technology Maturity - The user base of AIGC in China has seen a remarkable increase of 106.6% compared to the end of the previous year, highlighting the burgeoning demand for AI applications [1] - A complete AI industry system has been established in China, with significant advancements in domestic AIGC products, including improved logical reasoning capabilities and reduced model inference costs [1] - Over 90% of users prefer domestic large models, indicating a strong domestic market for AIGC solutions [1] Group 2: Systemic Restructuring of Industries - AIGC is transforming production logic from "process-driven" to "human-machine collaboration," allowing AI to take on initial tasks in knowledge and creative work, thus redefining innovation speed and cost in various fields [2] - The industrial organization is evolving from a "chain-based ecosystem" to a "networked ecosystem," enabling decentralized production and content creation, lowering barriers for small teams and individuals to produce professional-quality outputs [3] - The competitive logic of enterprises is shifting from "scale" to "ecosystem," where the focus is on high-quality data and user feedback to create a dynamic competitive advantage [3] Group 3: Challenges and Ethical Considerations - The rise of AIGC is creating a new "digital divide," where disparities between those who effectively utilize AI and those who do not will become pronounced, raising ethical and regulatory challenges [4] - The implications of 500 million users introduce significant risks related to AI bias, data privacy, and accountability, which are emerging as pressing social issues [4] - AIGC is not only expanding cognitive boundaries but also opening the door to a new form of civilization in the intelligent age [4]