一周人物（2025年1月5日-11日） -小鹏汽车董事长何小鹏 "能够在韩国市场立足,核心在于我们在技术、产品、 供应链等方面的长期积累。" -- TCL创始人、董事长李东生 周昌 · 焦点 · 2025资本市场年度人物盘点:老将承压,新生代突围 "我们希望它(人形机器人IRON)是车规级的,是拟 人的,是可以用语言沟通的 -- 你能用语言教它冲 咖啡,而不是靠软件编程。" · 拟套现超14亿港元! 毛戈平家族成员集体减持"毛戈平" · 余承东造访广汽集团,双方又有哪些大动作? 假点 写访 "没有删照片,没有婚变,没有共同的公司" 田朴珺否认和王石婚变传闻 ·84岁双星创始人声明断绝父子关系, 百年"鞋王"何去何从? ·中国城市专家网研究院院长、 国家高端智库CDI研究员宋丁: 房地产改善预期是关键,政策需一次性给足 · 中信建投黄文涛:资产配置迎新一轮投资机遇 · 16年比亚迪老将赵长江加入智界,负责营销 ·华润啤酒原"一把手"侯孝海任职正大集团COO · 工龄超25年!两行长获晋升,招商银行有何用意? · 银华基金54岁基金经理刘辉因病逝世 八佳 … 逝台 2025年的中国资本市场，一面是科技浪潮下的新贵 ...

Core Insights - The HarmonyOS ecosystem is entering a "user-friendly" era with significant updates to key applications like Qwen, Quark, and UC Browser, enhancing productivity and user experience through AI integration [1][5][10] Group 1: Qwen AI Assistant - Qwen is positioned as Alibaba's most powerful AI assistant, utilizing a proprietary model to provide intelligent responses and streamline user interactions in work, study, and daily life [6][7] - Key features of Qwen include advanced dialogue capabilities, real-time multilingual recording, and tools for document translation and creative management, aimed at improving efficiency [7][8] Group 2: Quark Application - Quark focuses on high-frequency usage scenarios such as learning and office tasks, introducing features like "Quark Teacher" for personalized tutoring, and tools for exam preparation [2][8] - New functionalities include a "recording minutes" feature for efficient information sharing, a "photo translation" tool for language learning, and enhanced document scanning capabilities [2][8] Group 3: UC Browser - The UC Browser has launched a new homepage experience on HarmonyOS, emphasizing user engagement with features like a "follow" function for updates from popular content creators [4][9] - The integration of Qwen AI capabilities allows users to access intelligent Q&A and information retrieval directly within the browser, enhancing the overall user experience [4][9][10]

Core Viewpoint - The newly launched NIO ES8 has gained significant popularity due to its competitive pricing and enhanced features compared to the previous generation, leading to a stable order volume despite a waiting period of 4-5 months for delivery [2][3]. Sales Performance - The new ES8 is approximately 100,000 yuan cheaper than its predecessor, which has contributed to its strong market performance [2]. - The best-selling configuration is the six-seat Executive Luxury version priced at 406,800 yuan, followed by the six-seat Executive Signature version at 446,800 yuan [3]. Customer Demographics - The primary buyers of the ES8 are business owners, including those in construction, logistics, and high-level executives, predominantly aged between 40-55 years [5]. - A notable customer profile includes individuals from humble backgrounds who aspire to own luxury vehicles, viewing NIO as a prestigious brand comparable to traditional luxury brands [7][9]. Consumer Preferences - Customers are attracted to the NIO brand for its luxury image and strong business attributes, as well as the mature technology of the third-generation ES8, which offers battery swapping options [11]. - The most frequently compared model is the AITO M9, with buyers often swayed by Huawei's brand reputation and the M9's advanced driving assistance features [12][13]. Purchase Options - The most common financing option is a 5-year plan with 2 years of zero interest, along with a Battery-as-a-Service (BaaS) rental scheme [15]. - For the six-seat Executive Luxury version under the BaaS plan, the monthly battery rental is 1,128 yuan, with the vehicle price set at 298,800 yuan [15]. Customer Feedback - Current customer complaints include the inadequacy of the advanced driving assistance system and the limited availability of battery swap stations in rural areas [21]. - Maintenance costs for the ES8 are relatively low, with the first service free and subsequent services costing between 600-800 yuan [20]. Recent Customer Rights - Recent customer rights include a newly announced trade-in policy for old vehicles [29].

此次签约，是广汽集团与华为终端基于多年合作基础的一次系统性升华。回溯过往，双方的合作始于 2019年，从最初的探索与尝试，逐步扩展到智能网联、智能座舱、云计算、智能制造乃至高端品牌联合 打造等多个关键领域。每一次合作的深化，都伴随着中国汽车产业智能化浪潮的澎湃向前。而本次全面 合作框架协议的签署，可以视为在行业智能化竞争进入"深水区"与"生态竞争"新阶段的大背景下，双方 主动选择的一次关键性战略协同升级。 冯兴亚作为广汽集团的掌舵人，其战略眼光一直聚焦于通过科技创新驱动企业转型。在他的领导下，广 汽集团发布了面向未来的"智行2027"行动计划，明确提出要夯实三大技术基础，加速智能驾驶与智能座 舱的体验优化。与华为终端这样的全球领先科技企业深化合作，正是广汽集团实施这一科技战略、获取 前沿技术赋能、构筑差异化竞争优势的核心路径之一。冯兴亚的亲自见证与推动，确保了此次合作与广 汽集团整体战略的高度同频。 2026年1月5日，一个标志着中国汽车产业智能化与科技融合迈向更深层次合作的关键日子。在广汽集团 位于广州番禺的总部园区内，一场意义深远的签约仪式正式举行。这场仪式汇聚了中国汽车工业与信息 通信技术领域的两位领军 ...

Core Insights - The visit of Huawei's executive Yu Chengdong to GAC Group marks a significant step in their collaboration on smart vehicles, culminating in a comprehensive cooperation framework agreement [2][3] - The agreement signifies a shift from project-level cooperation to a long-term strategic partnership, focusing on the integration of technology and product development in the smart automotive sector [3][5] Group 1: Cooperation Framework - The cooperation framework between GAC Group and Huawei is centered around the co-construction of the HarmonyOS ecosystem, emphasizing joint innovation in AI and other cutting-edge technologies [4][5] - This partnership aims to enhance GAC's smart upgrade and support the international expansion of China's automotive industry [5][6] - Both companies will work on integrating their strengths in electric vehicle manufacturing, operating systems, smart cockpits, and global service systems [4][5] Group 2: Product Development - GAC's new brand, Qijing, is set to play a crucial role in deepening the collaboration, with new models featuring Huawei's advanced driving and smart cockpit systems [7][8] - The first model from Qijing, a stylish shooting brake, is expected to launch in 2026, showcasing a collaborative design process involving significant input from both GAC and Huawei [7][8] - The product development process has been characterized by intense discussions and negotiations, reflecting the high standards both companies aim to achieve [8][9] Group 3: Strategic Alignment - The ongoing collaboration aligns with GAC Group's strategic plan "Smart Travel 2027," which prioritizes smart technology as a core focus [9][10] - The partnership has expanded from hardware to software, covering various aspects of automotive technology, with a consistent emphasis on smart solutions [9][10] - GAC and Huawei's joint initiatives, such as the Huawei cloud vehicle technology, have already been implemented in GAC's models, enhancing the overall smart experience [9]

Core Insights - Huawei and GAC Group signed a comprehensive cooperation framework agreement, marking a significant advancement for the HarmonyOS ecosystem in the automotive industry and indicating a breakthrough for the domestic operating system in the smart cockpit sector [1][15]. Group 1: Strategic Partnership - The agreement was witnessed by key executives from both companies, aiming to jointly innovate in areas such as HarmonyOS ecosystem development and AI technologies, leveraging their strengths in electric vehicle manufacturing, operating systems, smart cockpits, and global services [2][15]. - GAC Group will collaborate with Huawei to promote the deep integration of the HarmonyOS ecosystem in enterprise operations and user services, enhancing business growth and productivity [2][15]. - The partnership is seen as a milestone in the rapid growth of the HarmonyOS ecosystem, with over 36 million HarmonyOS devices and more than 350,000 applications available in the HarmonyOS app market [2][15]. Group 2: AI Empowerment in Smart Cockpits - HarmonyOS has demonstrated strong technical capabilities in the smart cockpit domain, with models like GAC A800 and GAC Trumpchi M8 featuring Huawei's advanced driving and HarmonyOS smart cockpit technologies [5][18]. - The collaboration will enhance the integration of the "Xiao Yi" intelligent assistant in smart cockpits, aiming to create a new generation of smart cockpits with improved perception and interaction capabilities [5][18]. Group 3: Globalization and Competitive Edge - The HMS for Car MAAN 4.0 smart vehicle solution will innovate through map services, AI voice, application ecosystems, and vehicle networking services, helping Chinese automakers enhance their global competitiveness in smart cockpits [8][21]. - The partnership will focus on developing tailored applications and services based on GAC's brand positioning and user needs, enriching the all-scenario smart travel experience under the HarmonyOS ecosystem and accelerating the overseas market layout [9][21]. Group 4: Future Outlook - The growth of the HarmonyOS ecosystem is attributed to the collaborative efforts of numerous developers and partners, with Huawei and GAC committed to further deepening their cooperation in the HarmonyOS and AI fields [13][24]. - HarmonyOS is positioned as a technological breakthrough and a foundation for China's digital future, with expectations for more heavyweight partners like GAC to join, enhancing the ecosystem's vibrancy in the era of interconnected devices [24].

黄仁勋：下一代英伟达 AI 芯片已进入「全面生产」阶段 蚂蚁、美团入局 AI 硬件， Looki 完成超 2000 万美元 A 轮融资 雷军回应 YU7 「丢轮保车」设计：奔驰 1959 年即采用类似结构 雷鸟 CEO：充话费送眼镜的时代要来了 波士顿动力全电动 Atlas 机器人首次「进厂干活」 能帮你做家务的机器人 LG CLOiD 首次亮相 CES Kimi K2-VL 提前现身？神秘模型引发开发者关注 曝小红书内测长文付费功能，进军付费网文市场 微信推出 AI 小程序成长计划，提供 1 亿 token 免费算力与变现支持 周冠宇加盟凯迪拉克 F1：出任 2026 赛季官方储备车手 微软 CEO 呼吁淡化「AI 垃圾内容」争议，「Microslop」外号却登上热搜 数据标注公司 CEO：AI 训练未来数十年仍离不开人类 卢伟冰：REDMI Turbo 5 Max 是「2.5K 档最佳选择」 ❌ 字节跳动否认「豆包 AI 眼镜即将出货」 ❄️ 目前的 Vera Rubin 平台由 6 款独立英伟达芯片组成，其中旗舰设备包含 72 个图形处理单元（GPU）和 36 个新型中央处理器（CPU）。这些芯片可连接 ...

Group 1 - Premier Li Qiang emphasized the need for deepening reforms in key areas, enhancing service efficiency, and optimizing the business environment to stimulate economic growth [1] - The Ministry of Commerce and nine other departments issued a notice on promoting green consumption, outlining 20 specific measures across various sectors, including agricultural products and home appliances, to foster a green low-carbon lifestyle [1] - The China Securities Regulatory Commission held a meeting to discuss the comprehensive prevention and punishment system for financial fraud in the capital market, highlighting the need for improved institutional safeguards and enhanced coordination among administrative, criminal, and civil measures [1] Group 2 - GAC Group signed a comprehensive cooperation framework agreement with Huawei to jointly innovate in areas such as the HarmonyOS ecosystem and AI, aiming to create competitive smart mobility solutions [1] - The China Passenger Car Association reported that in December 2025, wholesale sales of new energy passenger vehicles reached 1.57 million units, a year-on-year increase of 4% [1] - The China Logistics and Purchasing Federation announced that the commodity price index for December 2025 was 117.9 points, marking a 3.2% month-on-month increase and the highest level since June 2024 [1] Group 3 - Companies such as Huayou Cobalt and Chifeng Jilong Gold reported significant projected net profit increases for 2025, with estimates ranging from 40.8% to 150% year-on-year [6] - XCMG Group received a project notification worth approximately 7.8 billion yuan, while subsidiaries of Fulin Precision and Weigao Medical announced substantial investment plans totaling 8.5 billion yuan [6] - Zhejiang Mining plans to acquire Alaigyr Company, which holds core assets in Kazakhstan's Karaganda region, focusing on lead and silver mining [6]

官方消息显示，未来，双方将进一步深化在鸿蒙生态与AI等领域的合作，携手打造更具竞争力的智能产品与服务生态。 根据协议，双方将围绕鸿蒙生态共建、AI等前沿技术联合创新，深度整合各自在新能源汽车制造领域、操作系统、智能座舱及全球化服务的优势，共同打 造具有全球竞争力的智能出行解决方案，加速中国汽车产业智能化与国际化进程。 在生态共建方面，广汽集团将联合华为终端共同推进鸿蒙生态在企业办公与用户服务领域的深度落地，助力广汽业务增长及生产力提升。 在技术共创方面，广汽集团将在深化与华为终端HMS for Car、鸿蒙座舱等现有合作的基础上，基于鸿蒙生态进一步拓宽技术合作边界，重点强化在AI等前 沿领域的协同合作。 据悉，为推动技术合作落地见效，广汽集团将结合自身产业优势与市场需求，与华为终端展开多维度技术落地与产品创新。今后，广汽集团将结合旗下各品 牌车型定位与用户需求，联合华为终端开发特色应用与服务，丰富鸿蒙生态下的全场景智能出行体验，加速海外智能出行市场布局。同时，广汽将与华为终 端深化小艺智能体在座舱领域的深度集成，共同打造更具感知力与交互力的新一代智能座舱，持续强化产品差异化优势。 2026新年伊始，鸿蒙生态再 ...

【 导读 】广汽集团 又 " 拥抱 " 华为，联手 华为终端深化鸿蒙生态与AI技术合作 中国基金报记者 邱德坤 2026年 1月5日，广汽集团与华为终端 签署 全面合作框架协议 ，并且华为常务董事、产品 投资评审委员会主任、终端BG董事长余承东，带队到访广汽集团番禺总部。 近期，广汽集团频繁"拥抱"华为。2025年11月20日，广汽集团与华为乾崑合作的新品牌"启 境"亮相，定位高端智能新能源汽车品牌。 自2017年首次签约以来，广汽集团与华为的合作已经覆盖从硬件到软件、从产品到云端、从 研发到智能制造，以及共同打造高端智能新能源汽车品牌等领域。 对比可见，广汽集团与华为终端此次全面合作，将围绕鸿蒙生态共建、AI等前沿技术联合创 新。 来源：广汽集团 共建鸿蒙生态 2026年1月5日，广汽集团董事长冯兴亚发布微博称，广汽集团与华为终端的团队，就鸿蒙生 态共建进行了深入沟通。 根据协议，广汽集团与华为终端在生态共建方面，将共同推进鸿蒙生态在企业办公与用户服 务领域的深度落地，助力广汽集团的业务增长及生产力提升。 公开资料显示，HMS for Car是华为技术有限公司基于HMS（Huawei Mobile Serv ...