印度撑不住，靠的是低价买进来，高价卖出去，再钻点空子，美国一瞪眼，它就退了，中国不一样，我 们自己就是全球最大的能源买家，需求摆在这儿，别人说几句不会改，我们有自己的一套支付系统，物 流也早就铺开了，更重要的是，这事不是为了赚快钱，是为了往后几十年的打算。 西方以为切断欧洲这条线，俄罗斯就撑不住了，但他们没想明白，欧亚大陆内部早就悄悄换了套玩法， 中国没站队，可管道、结算方式、技术标准，一样样把俄罗斯拉进了自己的圈子里，这不是谁帮谁，是 两边都离不了，俄罗斯把能源的命脉交给了中国的管道和账本，不是因为同情，是真金白银的交换。 俄罗斯的能源命脉，现在画在中国的图纸上，人民币结算，国产设备，联合研发，一样一样都在往深里 走，西方还在盯着无人机和军火，俄罗斯却把未来的指望，放在中国的天然气管道上，这不是临时凑 合，是十年二十年的打算，中国没开一枪一炮，却让俄罗斯的经济撑住了，这种支撑，比任何军事援助 都更牢靠，也更拆不开。 中国买俄罗斯的油，一年比一年多，2023年买了1.07亿吨，2024年涨到1.08亿吨，占了俄方出口的一半 左右，印度本来也想趁机多买点，可美国一施压，它就停了，2025年9月进口量直接砍掉一半 ...

Core Viewpoint - The smartphone industry is witnessing a shift from a traditional "buyer-supplier" relationship to a collaborative model where manufacturers engage deeply in the definition, development, and production of display technologies, reshaping the competitive landscape of the display panel industry [2][4][8]. Group 1: New Collaboration Paradigm - Smartphone manufacturers are no longer passive purchasers but are becoming strategic partners with panel manufacturers, engaging in joint research and deep customization [2][4]. - OPPO has invested over 1 billion in establishing its own "display science production line," allowing it to control the entire process from design to production [4][5]. - The collaboration between Xiaomi and TCL Huaxing has evolved into a long-term partnership, creating an "innovation display joint laboratory" to streamline technology development and production [5][8]. Group 2: Industry Dynamics - The traditional supply chain structure is being transformed from a linear model to a networked "industry alliance," enhancing the bargaining power of smartphone manufacturers [8][9]. - Chinese panel manufacturers are expected to capture over 70% of the global smartphone panel market by 2025, providing manufacturers with more options and stronger negotiation capabilities [8][10]. - The shift to deep collaboration is accelerating technological iteration and redefining market competition rules, moving the focus from macro parameters to underlying technologies [10][11]. Group 3: Technological Advancements - The competition in the smartphone market is increasingly centered around display technology, with companies like OPPO and Tianma developing advanced features such as precise light control at ultra-low brightness [10][11]. - The joint development model allows manufacturers to align market needs with technological paths early in the research phase, significantly reducing the time from lab to market [10][11]. - The relationship between Apple and Samsung exemplifies a unique "co-opetition," where stringent standards and large orders from Apple drive Samsung to innovate continuously [6][10].

Core Viewpoint - The article discusses the evolving relationship between smartphone manufacturers and panel suppliers, highlighting a shift from a traditional procurement model to a collaborative co-creation model, which enhances competitive advantages in the smartphone market [2][10]. Group 1: New Collaboration Paradigm - Smartphone manufacturers are no longer passive "purchasers" but are deeply involved in defining, developing, and producing display technologies, forming strategic partnerships with panel giants [2][5]. - This shift from "procurement" to "co-creation" is a natural outcome of the smartphone industry's transition from product-level competition to supply chain-level competition, accelerating technology iteration and reshaping the global display panel industry's power dynamics [2][10]. Group 2: Case Studies of Collaboration - OPPO has invested over 1 billion in establishing its own "display science production line" and has customized a dedicated production line with Tianma, allowing it to control the entire process from design to production [5][11]. - Xiaomi and TCL Huaxing have established an "Innovation Display Joint Laboratory," creating a complete closed loop from technology research to mass production, which enhances their collaborative growth [6][10]. - The relationship between Apple and Samsung is characterized by a unique "co-opetition," where Apple drives Samsung's technological innovation through stringent standards and large orders, influencing industry technology trends [7][10]. Group 3: Industry Impact and Market Dynamics - The deepening collaboration between smartphone manufacturers and panel suppliers is fundamentally reshaping the supply chain's power structure and the speed of technology iteration [9][10]. - The rise of Chinese panel manufacturers like BOE and TCL Huaxing is changing the competitive landscape, with predictions that their market share in the global smartphone panel market will exceed 70% by 2025 [10]. - The traditional linear supply chain is evolving into a networked "industry alliance," where smartphone manufacturers provide precise market demands and panel manufacturers contribute their expertise in materials and processes [10][11]. Group 4: Future Considerations - The deep customization and joint development require significant upfront investment, raising questions about whether these costs will be passed on to consumers, potentially increasing flagship smartphone prices [12]. - The trend towards exclusive custom screens may reduce their universality, leading to higher repair costs for consumers, prompting ongoing observation of whether the industry will continue down a path of deeper customization or establish new, higher industry standards [12].

Core Insights - The article discusses the emergence of a new collaboration paradigm between smartphone manufacturers and panel suppliers, moving from a traditional "buyer-supplier" relationship to a more integrated "co-creation" model [2][9] - This shift is driven by the need for differentiation in a saturated smartphone market, where screen quality and experience are critical competitive factors [1][10] Group 1: Industry Dynamics - Smartphone manufacturers are increasingly engaging in the definition, research, and production of display technologies, forming strategic partnerships with panel manufacturers for joint development and exclusive supply [2][10] - The traditional supply chain structure is evolving from a linear "pyramid" model to a more networked "industry alliance," allowing for greater collaboration and shared risk [9][10] - The rise of Chinese panel manufacturers like BOE, TCL Huaxing, and Tianma is changing the competitive landscape, with predictions that their market share in the global smartphone panel market will exceed 70% by 2025 [9][10] Group 2: Case Studies - OPPO has invested over 1 billion yuan to establish its own "display science production line," allowing it to control the entire process from design to production, thus creating a significant technological barrier [5][10] - Xiaomi and TCL Huaxing have developed a "Joint Innovation Laboratory" to streamline the process from technology research to mass production, enhancing their collaborative capabilities [5][10] - The relationship between Apple and Samsung exemplifies a unique "co-opetition" dynamic, where Apple drives Samsung to innovate through stringent standards and large orders, influencing industry-wide technology trends [7][10] Group 3: Technological Advancements - The focus of competition has shifted from macro parameters like resolution and refresh rates to micro-level technologies, such as precise light control algorithms developed by Tianma and OPPO [10][11] - The collaborative model allows for faster alignment of market needs with technological capabilities, significantly reducing the time from research to market [11] - However, the deep customization and joint development require substantial upfront investment, raising questions about potential impacts on product pricing and consumer repair costs [11][12]

Core Viewpoint - CIMC Vehicles and China Petroleum Kunlun Logistics have agreed to deepen their cooperation in multiple dimensions, focusing on enhancing logistics services, innovative research and development of transportation equipment, and establishing standards for hazardous materials transportation vehicles [1] Group 1: Cooperation Dimensions - The first dimension of cooperation involves CIMC Vehicles providing productive services to build a logistics platform for Kunlun Logistics [1] - The second dimension focuses on joint research and development of transportation equipment tailored to the different needs of Kunlun Logistics' transportation scenarios, creating a collaborative R&D platform [1] - The third dimension aims to co-establish group standards for hazardous materials transportation vehicles, contributing to the improvement of national standards [1]

Group 1 - The "2025 World Brand Moganshan Conference" was held in Deqing, Zhejiang, featuring the "Quality • World Reputation" Global Brand Innovation Development Think Tank Forum, where Saint Manna Dairy was recognized as an excellent case for creating new quality brand power [1] Group 2 - The new trend in the tea beverage industry is the health-oriented development, with companies like Ice Bolang innovating to redefine the health standards of milk tea through non-hydrogenated base milk technology [3] - Ice Bolang's non-hydrogenated base milk is a pioneering product that utilizes a unique extraction process to eliminate trans fats while maintaining a smooth texture and milky flavor [3][5] Group 3 - Saint Manna Dairy's success in the base milk sector is attributed to its non-hydrogenated process, which avoids the health issues associated with traditional hydrogenated oils, such as trans fats and high saturated fat content [5] - The founder of Saint Manna Dairy, Chen Zubo, recognized the potential for health upgrades in the tea beverage industry after experiencing milk tea for the first time in 2016, leading to a focus on innovation [5][6] Group 4 - The company adopts a "joint research and high-end customization" approach to attract partnerships, which has expanded its innovation capabilities and led to the development of numerous new products [6] - Saint Manna Dairy exemplifies the advancement of China's food industry, emphasizing innovation and a focus on nutrition and health, contributing to the global improvement of food quality [6]