Core Conclusions - The global AI computing competition is intensifying, with xAI planning to enhance its training computing power to 2GW, recommending companies like Dongfang Electric and Sifang Co. for AI data center support [1] - Blue Arrow Aerospace's IPO application has been accepted, indicating a thriving commercial aerospace sector, with recommendations for companies like Goldwind Technology and Maiwei [1] - The opening of JD×Yushu's first national store in Beijing marks a significant step in the commercialization of robotics, with recommended companies including UBTECH and Wuzhou New Spring [1] Group 1: Silver Price and HJT Battery - Silver and polysilicon futures have reached new highs, potentially improving the cost-effectiveness of HJT and BC battery technologies [2] - Recommended stocks in the solar storage sector include Aiko and Foster, with a focus on companies like Dongfang Risen and Dike [2] Group 2: New Energy Installation and Pricing Mechanisms - New energy installations continue to rise, supported by improved electricity pricing mechanisms and transmission channels, with projects like the Shandong Dengzhou Station receiving approval [2] - Recommended companies in the power equipment sector include Pinggao Electric and Shunhua Power, with a focus on TBEA [2] Group 3: Electric Vehicle and Consumer Electronics Demand - The introduction of a new subsidy policy for replacing old vehicles is expected to boost demand for electric vehicles and consumer electronics, with subsidies of up to 15% for certain products [3] - Recommended companies in the electric vehicle sector include CATL and EVE Energy, with a focus on companies benefiting from overseas markets [3] Group 4: Offshore Wind Power Development - Two large offshore wind power projects in China have achieved full capacity grid connection, indicating rapid development in the offshore wind industry [3] - Recommended companies in the wind power sector include Goldwind Technology and Daikin Heavy Industries [3] Group 5: Energy Storage Capacity Compensation Mechanism - Gansu Province has officially released a compensation mechanism for energy storage capacity, set at 330 RMB/kW·year, which is expected to maintain high industry prosperity [4] - Recommended companies in the energy storage sector include Sungrow Power and EVE Energy [4] Group 6: Market Trends and Price Changes - The overall sales of major domestic new energy vehicle companies increased by 15.13% year-on-year in 2025, with a total delivery of 7.42 million vehicles [9] - Prices for lithium salts and nickel have risen, with battery-grade lithium carbonate reaching 118,500 RMB/ton, up 5.90% week-on-week [21][24]

东莞市高拓 电子科技有限公司 站在年尾回望，这些看似离散的事件并非孤立的浪花，而是时代浪潮下的关键信号。它们共同勾勒出全 球经济转型的轮廓，也为我们预判2026年的航向提供了坐标。本文试图穿透现象迷雾，梳理2025年的核 心脉络，解码潜藏其中的增长密码，并探讨2026年可能的经济图景与"下一个春天"的所在。 2025年，"新质生产力"首次被写入中国政府工作报告，成为贯穿全年的核心政策主线。但与往年不同的 是，这一年它不再是抽象的概念宣示，而是转化为可触摸的产业实践： 2025年，注定是被历史反复咀嚼的一年。全球经济像一艘在迷雾中航行的巨轮，地缘冲突的余波、技术 革命的裂变、政策调控的转向与消费心理的嬗变交织成复杂的海况。我们见证了新质生产力从概念走向 产业实践迸发出的耀眼光芒，目睹了A股市场在政策托举与信心修复中走出一轮结构性向上行情，经历 了美联储在高通胀与就业韧性间的艰难"斗争"，感受着消费市场从"报复性反弹"转向"理性重构"的深层 变迁，也亲历了营销赛道因流量红利见顶而陷入"内卷式"创新竞赛。 AI大模型从"通用"走向"垂直深耕"：GPT-5与国产大模型（如文心一言4.0、通义千问2.0）的竞争 焦点， ...

Economic Activity - Guangdong's economy shows strong momentum with significant increases in consumer confidence and activity, as evidenced by record passenger flows in public transport and border crossings [1][6] - Guangzhou Metro set a new national record with 14.09 million passenger trips on New Year's Eve, while Shenzhen Metro reached 13.05 million, marking historical highs [5] - BYD's overseas vehicle sales surpassed 1 million for the first time, reflecting a 145% year-on-year increase, highlighting the growth of the electric vehicle sector [1][8] Cultural and Tourism Events - The integration of culture, tourism, and sports has revitalized consumer engagement, with events like concerts and food festivals attracting large crowds [3][4] - The New Year celebrations included a marathon in Shunde, drawing 18,000 participants, and various local festivals that enhanced community engagement and tourism [4][3] - Traditional festivals have been modernized to attract visitors, such as the carrot festival in Zhongshan, which has become a popular destination with over 2,000 visitors monthly [3] Transportation Infrastructure - Guangdong's transportation network has effectively supported the massive flow of people, with record numbers at land and air ports, showcasing the region's capacity as a key node in domestic and international logistics [6][5] - The Zhuhai Gongbei Port recorded over 440,000 border crossings, the highest in six years, indicating robust cross-border travel [6] - The development of modern infrastructure has facilitated economic circulation and enhanced the "one-hour living circle" concept in the Greater Bay Area [6] Government and Business Initiatives - Local governments are actively enhancing the business environment and supporting consumer markets through initiatives like the "Nanhai Old Store Carnival" in Foshan, which promotes local brands [7] - Companies like Huawei and BYD are making significant advancements, with Huawei's 5G-A network supporting 60 million users and BYD achieving record vehicle sales [8][9] - The collective efforts of government and businesses are aimed at fostering high-quality economic development and responding to the growing cultural and recreational demands of the population [9]

【CNMO科技消息】1月4日，资深媒体人胡锡进在社交平台发文，回顾了1月3日晚观看小米创始人雷军 新年直播的经历。他提到，这场在小米汽车工厂进行的直播别具一格——雷军与工程师团队现场拆解了 一辆绿色小米YU7，用三个多小时详细讲解车型设计逻辑、材料选择、结构优化及用户参与的颜色海选 过程。 胡锡进指出，与常见的营销活动不同，此次直播更像一堂"公开课"，没有华丽PPT或表演性环节，主讲 人是雷军及其一线工程师。他们以产品经理和工程师的视角，用事实、数据和逻辑解释复杂的工程问 题，将造车过程透明化、通俗化。尽管此类"纯技术性"内容门槛较高、风险不小，但直播却意外火爆。 在当前新能源汽车行业竞争激烈、舆论环境紧张的背景下，雷军的做法提供了一个值得思考的范例：面 对复杂局面，回归专业、回归初心，本身就是一种有力沟通。 作为有多年驾驶经验的"老司机"，胡锡进坦言这场直播加深了他对汽车制造的理解。他认为，小米并非 试图展示"有多牛"，而是传递"我们是这么做产品的"这一核心信息，邀请公众审视与讨论。在他看来， 这种略显"笨拙"但真诚的方式，恰恰体现了小米对自身产品和技术的底气。 胡锡进还提到，2025年小米在舆论场经历多重 ...

我认为，这绝对不是临时决定的，而是基于实际需求的必然选择。现在，白银已经不再仅仅是贵金属， 它在工业中的需求占了58%。光伏、新能源汽车和电子产业都离不开白银，特别是在军工领域，导弹制 导系统、无人机的电磁屏蔽以及特种电池等，都需要使用白银。因为白银的导电性和耐腐蚀性是其他金 属无法替代的。 然而，中国的白银储量仅占全球的10%。到2024年，白银的需求缺口预计将达到几千 吨，而光伏和新能源汽车产业还在迅猛发展。如果不对出口进行控制，国内的战略产业就可能面临缺银 的困境。 从2026年1月1日起，也就是昨天开始，中国对白银的出口实施了新的管控政策。这项政策的核心内容是 将白银列为战略物资进行管理，所有出口都必须办理许可证，并且要进行一单一审制度。这并不是说完 全禁止出口，而是通过精准的控制，来把握白银的流向和用途。 中国目前的白银精炼产能占全球市场 的60%至70%。一旦这一政策实施，全球市场立刻产生了反应。 可证和资质审核来掌控资源，将资源的优势转化为产业和战略的优势。 从稀土到白银，中国正在系统 性地守护关键的战略资源。这不仅能保障国内高端制造业和国防的需求，还能在全球供应链中掌握更多 主动权。这一步棋展 ...

近日，问界M8累计交付突破15万辆，连续稳居40万级豪华车销量冠军。问界的持续热销不仅有良好的 市场与用户的口碑的发酵，更源于其对技术创新的长期坚守与投入。例如，近期发布的赛力斯魔方技术 平台2.0，正以向着"AI定义汽车"演进的前瞻架构，重塑行业技术竞争格局。 智能底盘具备随心操控、驾乘舒适、融合智能、安全冗余四大特点，可支持更高阶智能驾驶功能，通过 道路预瞄、弯道预测及多电机冗余控制，实现随心操控与安全冗余。全新升级的EEA架构全面支持大模 型，从"分散指挥"转向"中央统筹"，让车辆感知更敏锐、决策更聪明、执行更高效，真正实现从软件定 义到AI定义的进化。 全景智慧方面，赛力斯魔方技术平台2.0深度整合鸿蒙生态与小艺智能体，赋予车辆"能听、会看、懂思 考"的拟人化能力，推动车辆从"出行工具"向"智慧伙伴"进化。智慧空间采用模块化设计，支持多车 型、多尺寸平台化开发，覆盖九大出行场景，满足家庭、商务与户外等多样化需求。智能安全体系涵盖 乘员保护、车身结构安全、健康环境管理及数据隐私守护，构建全方位守护体验。 在当下的新能源汽车市场，整车平台不仅是车企实现产品快速迭代的关键支撑，更是技术竞争的核心高 地。赛力 ...

Group 1 - The competition for the title of the second city in Northern China is intensifying, with Qingdao poised to surpass Tianjin, breaking a nearly 50-year dominance by Beijing and Tianjin [1] - As of the third quarter, Tianjin's GDP stands at 13,416 billion, while Qingdao's GDP is at 13,373 billion, indicating a narrow lead of only 43 billion for Tianjin, but Qingdao's growth rate is higher by 0.7 percentage points [1] - The economic transition is a key factor in the competition, with Tianjin's traditional industrial strengths in petrochemicals, steel, and automotive industries becoming less advantageous, while Qingdao is focusing on emerging sectors like new energy vehicles and electronics [3] Group 2 - Qingdao's advantages include a significant port throughput and a vast coastline, which supports its "ocean+" industries, contrasting with Tianjin's declining industrial base [3] - A decade ago, Tianjin's economic scale was nearly double that of Qingdao, highlighting the rapid changes in their economic standings over the past ten years [5]

站在新能源汽车产业发展的新起点，此次美孚品牌与比亚迪的合作不仅是一次技术与市场的强强联合，更是对未来出行生态的深度 共创。双方将以此次协作为契机，持续拓展在高端润滑解决方案领域的创新探索，融合美孚的全球资源与比亚迪的行业前瞻，共同 为新能源汽车注入更高效、更可靠的创新动力，携手驶向可持续、智能化的交通未来。 伴随着全球汽车市场加速向新能源转型的浪潮，享誉全球的润滑油品牌美孚携手全球新能源汽车领先企业比亚迪，共同发布专 为插电式混合动力车型（以下简称PHEV）打造的发动机机油——比亚迪美孚™混动专加系列产品。该系列专为比亚迪DM双模混动 技术打造，广泛适配比亚迪混合动力技术平台车型，以定制化的润滑解决方案应对PHEV动态且多变的复杂工况及多样复杂用车场 景，为广大车主带去更高效、更经济、更安心的混动出行体验。 PHEV作为新能源汽车的重要技术路线之一，凭借兼顾续驶里程与能耗的优势，已在中国累积了庞大的用户基础。比亚迪作为PHEV 的开拓者和领航者，其在国内市场占有率稳居第一。相较于传统燃油车，PHEV发动机呈现更动态且多变的独特工况，如频繁启停、 低温短时运行及高负载间歇性运行，这对机油性能提出了更严格要求，亟 ...

展览现场，赛力斯同步展出了多合一超级增程总成系统、高集成七合一电驱总成、焊装智能柔性工作站 等多项核心自研科技成果，以硬核技术实力展现中国新能源车企的创新担当。作为增程技术领域的开拓 者与领导者，赛力斯早在2016年就投入增程技术研发。问界M9搭载的全新一代赛力斯超级增程系统， 具备静谧无感、高集成、高效率三大行业领先优势，热效率高达44.8%，重新定义增程技术的技术标 杆。 新能源汽车作为外贸"新三样"之一，与光伏产品、锂电池共同构成中国高技术、高附加值出口产品的核 心支柱，其产销量连年增长、市场份额持续攀升，印证了中国汽车工业从"制造"到"智造"的跃迁。在成 就展展区，问界M9与C919国产大飞机、复兴号动车等"国之重器"同台亮相，并凭借卓越的豪华感与智 能科技大放异彩，成为诠释"中国智造新高度"的关键符号。 作为问界品牌"智慧重塑豪华"的旗舰之作，问界M9以"高安全、高可靠、高品质、高性能、高价 值"的"五高"标准，为用户提供持续卓越的豪华出行体验，赢得市场与口碑双重认可。自上市以来，问 界M9累计交付已突破26万辆，20个月稳居中国市场50万元级豪华车销量冠军，改变了豪华市场长期由 国外品牌主导的局面 ...

据外交部网站信息，应国家主席习近平邀请，韩国总统李在明将于2026年1月4日至7日对中国进行国事 访问。 外交部发言人林剑在此前的例行记者会上表示，此访是李在明总统就任后首次访华。中韩互为重要近邻 和合作伙伴，期待在两国元首战略引领下，此访为推动中韩战略合作伙伴关系进一步向前发展发挥积极 作用。 这也是2017年时任韩国总统文在寅访华后，韩国总统时隔近9年再次对中国进行国事访问。此访距离李 在明就任总统过去215天，也是继去年11月在韩国庆州亚太经合组织（APEC）领导人非正式会议期间 首次举行中韩首脑会谈后，时隔两个月中韩领导人再次会谈。 对于李在明新年伊始的来访，上海市朝鲜半岛研究会副会长、上海对外经贸大学朝鲜半岛研究中心主任 詹德斌在接受第一财经采访时表示，李在明此访会对中韩关系产生非常显著的推动，"自上任以来，李 在明政府不断发出重视中韩关系的信号。如果说去年11月中韩领导人在APEC会议期间的互动预示着中 韩关系止跌企稳，那么李在明的回访对于中韩关系来说是扬帆起航。此访有助于落实双方此前达成的共 识，解决遗留问题。" "韩国各界当务之急是重新认识中国" 寻找新的经贸合作模式 詹德斌分析道，此次李在明 ...