文 丨 《BUG》栏目 周文猛 你的哈啰两轮电动车，可能因2G网络断服而不再"智能"了。 近日，《BUG》栏目进入多个累计超千人的哈啰车主维权群。大量用户反馈，自己的哈啰电动车出 现"断服"，远程定位、在线查看电量等多项"永久会员"功能已经消失，有的甚至还在骑行中忽然"断电 锁死"，险些酿成车祸。 基于"断服"原因，哈啰方面给出的解释是：因2G网络退网，部分电动车可能已无法解锁。 但根据用户的反馈，他们在购买时并未被告知"采用2G通信"，如今买车仅一年有余，却需要自费升 级。此外，曾经的权益因网络不畅一并被取消。 值得注意的是，2020年7月，哈啰开始布局电动车业务。而在当年8月，工信部曾印发通知要求"引导新 增物联网终端不再使用2G/3G网络"。但在此通知后，哈啰相继发布了多款电动车，却依然使用2G网 络。 此外，哈啰Robotaxi无人驾驶业务近日出现了罕见的撞人事故，根据多个视频显示，Robotaxi将人"卷入 车底"，众人施救。而就在事故发生不久前，哈啰出行CEO杨磊曾表示，之所以入局Robotaxi，是因为 整个AI和硬件基础已经成熟，算力成本也在不断下降。 车主：明知2G会退网，还发布2G车型？ ...

Core Viewpoint - The company Hello has faced significant backlash from electric vehicle owners due to the discontinuation of 2G network services, which has rendered many smart features in their electric bikes inoperable, leading to safety concerns and customer dissatisfaction [2][3][10]. Group 1: Network Issues and Customer Impact - Hello's electric bikes have experienced service interruptions due to the shutdown of 2G networks, affecting features like remote locking and battery monitoring, which were marketed as part of the "permanent membership" benefits [2][3][6]. - Users were not informed at the time of purchase that the bikes relied on 2G communication, and now they face additional costs to upgrade to 4G technology [4][10]. - The company has offered limited solutions, such as using Bluetooth to unlock the bikes or paying for a 4G upgrade, while only partially refunding membership fees [6][10]. Group 2: Regulatory and Industry Context - The Ministry of Industry and Information Technology had issued a notice in August 2020, urging the discontinuation of 2G/3G networks for new IoT devices, yet Hello continued to release models using 2G technology [4][12][16]. - The company launched its electric bike business in July 2020, shortly before the regulatory notice, and has since introduced several models that still utilize outdated communication technology [12][13]. Group 3: Legal and Ethical Concerns - Legal experts have indicated that Hello's actions may violate consumer rights, including the right to be informed about the implications of using 2G technology, which could lead to legal repercussions [14][16]. - The failure to disclose the potential for service disruption due to network changes raises questions about the company's commitment to consumer transparency and fair trading practices [14][16]. Group 4: Robotaxi Business and Safety Issues - Hello's Robotaxi service has recently encountered a serious safety incident, marking a significant concern for the company's new venture into autonomous driving [18][19][21]. - The CEO had previously claimed that advancements in AI and hardware justified the launch of the Robotaxi service, but the recent accident has cast doubt on these assertions and raised concerns about the safety protocols in place [18][19][21]. - The incident has led to fears that Hello's approach to the Robotaxi market may mirror the issues faced in their electric bike segment, potentially damaging the company's reputation and consumer trust [21].

12月12日，全国首个无人运力中心在安徽合肥启用。 作为该中心的技术和运营服务方，黑知马智运董事长李建告诉第一财经，和以往无人运力主要局限在园 区等相对封闭的场所不同，这一无人运力中心的服务可以覆盖整座城市，并下沉到末端的用户需求，包 括快递包裹投递、烟草配送、高校服务、园区物流等多元配送商业场景，这让服务的业务规模大幅提 高，也让需求方因规模化效应有了盈利的可能。 2023年发布的《合肥市智能网联汽车测试全域开放方案》提出，合肥市将全面开放主城区智能网联车辆 道路测试，打造国内首个城市级"车、路、网、充"一体化云监管平台，加快构建智能网联汽车"两全三 化"推进模式，即全开放、全无人、规模化、商业化、融合化。 知情人士对第一财经表示，合肥持续深化新产品新场景应用拓展与规范化管理，目前已基本实现功能型 无人车的规模化测试与示范应用。不过，经过全域开放的大量试点探索后，无人车真正的全域开放还未 成熟，"道路交通条件不同，有些路段，比如合肥一环以内，经过试点探索后，是逐渐不允许无人车运 行了"。 "对无人车全域开放有市场需求，但在应用中仍有不少问题，这是其他地方没有跟风开放的原因。"一位 业内人士表示，合肥想要成为 ...

Group 1: Central Economic Work Conference Insights - The Central Economic Work Conference emphasized the continuation of a moderately loose monetary policy, focusing on stabilizing economic growth and reasonable price recovery, while maintaining ample liquidity [1] - The conference called for a more proactive fiscal policy, optimizing fiscal expenditure structure, and managing necessary fiscal deficits [1] - It highlighted the need to stabilize the real estate market with targeted measures, including controlling increments, reducing inventory, and improving supply [1] Group 2: Retail Industry Support - The Ministry of Commerce plans to introduce policies to accelerate innovation and high-quality development in the retail sector, enhancing product and service quality [3] - The focus will be on promoting fair competition between online and offline channels, aiming for a positive interaction between new supply and demand [3] Group 3: Oracle's Financial Performance - Oracle's stock dropped over 12% due to cloud business revenue falling short of expectations, raising concerns over increased AI spending [4] - The company reported a free cash flow of -$10 billion for the quarter and projected a $15 billion increase in annual capital expenditures [4] - Despite a record backlog of $523 billion in orders, analysts noted that profits were heavily reliant on non-recurring income [4] Group 4: DRAM Shortage Forecast - UBS reported an unprecedented supply-demand imbalance in the storage industry, predicting DRAM shortages to last until Q1 2027 [5] - Demand for DDR memory is expected to grow by 20.7%, significantly outpacing supply growth, leading to a 35% price increase in Q4 [5] Group 5: Waymo's Expansion - Waymo announced a threefold increase in ride-hailing trips since 2025, with plans to expand operations to over 20 cities, including Tokyo and London [6] - The company aims to increase its fleet from 1,500 to 3,500 vehicles by 2026, with a target of 4 million fully autonomous rides in 2024 [6] Group 6: Upgraded Economic Growth Forecasts - Multiple international institutions have raised their 2025 economic growth forecasts for China, citing improved resilience despite challenges [7] - The World Bank, IMF, and ADB adjusted their forecasts upward by 0.4, 0.2, and 0.1 percentage points, respectively, attributing this to proactive fiscal and monetary policies [7] Group 7: Ice and Snow Economy Opportunities - The ice and snow economy is projected to exceed 1 trillion yuan, driven by government policies and increased consumer interest [8] - Key investment opportunities include companies in the ice sports sector, such as Anta Sports and Bosideng, which are expected to benefit from this trend [8]

Group 1 - Waymo aims to launch ride-hailing services in over 20 cities, including Tokyo and London, by next year, with a cumulative ride volume exceeding 14 million since 2025, projected to surpass 20 million by year-end [2] - Toyota partners with Wolfspeed to integrate silicon carbide devices into its onboard charging systems for electric vehicles [2] - BAIC Group collaborates with Horizon Robotics to develop an urban assisted driving system, utilizing Horizon's chips for a comprehensive city navigation system [2] Group 2 - Lantu Motors launches its flagship sedan, Lantu Zhaiguang L, priced from 279,900 yuan, featuring an 800V intelligent hybrid system and advanced smart driving capabilities [2] - Jiyue Automotive issues a notice to creditors regarding the status of vehicles and equipment, advising immediate cessation of use for unregistered and unmaintained vehicles due to potential legal risks [2][3]

Group 1 - The core viewpoint is that the autonomous driving industry is entering a phase of commercialization, positively impacting the company's vehicle networking and autonomous driving-related businesses [2] - In the Robotaxi sector, the company has established partnerships with Baidu Apollo, Hello, and Cao Cao Mobility [2] - In the Robovan sector, the company has formed collaborations with Jiushi and Zhixingzhe [2] Group 2 - The company indicates that specific profitability will depend on various factors, including market changes and business strategies [2] - The company will continue to monitor market dynamics and actively respond to changes to enhance profitability [2]

Core Viewpoint - Horizon Robotics-W (09660) has seen a significant increase in stock price, rising over 6% in the afternoon trading session, attributed to a strategic partnership with autonomous driving company Carl Power to develop logistics automation solutions [1] Group 1: Strategic Partnership - Horizon Robotics and Carl Power have announced a comprehensive strategic cooperation to create efficient, safe, and scalable autonomous driving solutions for trunk logistics [1] - The collaboration will leverage deep integration of data and scenarios to enhance the development of a robust Level 4 (L4) autonomous freight system [1] - The partnership aims to accelerate the technological and commercial rollout of L4 autonomous heavy trucks [1] Group 2: Financial Outlook - Citi has raised its estimate for Horizon's R&D spending for 2026-2027 by nearly 1 billion RMB [1] - The firm believes that the current stock price of Horizon reflects all negative factors, indicating greater upside potential [1] - Key catalysts expected in the coming months include customer certifications for the J6P model and adoption of the HSD600 by leading domestic vehicle manufacturers [1]

12月8日-9日，在2025地平线技术生态大会期间，行深智能CEO 安向京 莅临新浪汽车高端访谈间时表示：未来不再是送一个一个具体的东西，而是实现空间 转移平台的管理，把物流变成空间转移。不同的物流企业，甚至能服务快递、生鲜、烟草、预制菜等等广大的物流城配体系，甚至更进一步可以服务环卫、 服务安防，甚至包括煤气泄露的巡检等等一系列的应用，所有的终端移动的应用或者是具身移动的应用，都可以被无人驾驶的能力所覆盖和赋能，这个就是 非常有想象力的空间和有想象力的赛道。 以下为专访实录 新浪汽车：感谢安总来到新浪汽车的直播间，安总简单地和大家打个招呼。 安向京：大好！我是行深智能的安向京，我们行深智能是2017年成立的，到现在已经有八年了，我们聚焦在L4的末端无人物流赛道上。 新浪汽车：您刚才说到了末端无人赛道L4级，这和我们理解的最后一公里有什么具体的场景吗？ 行深智能CEO 安向京（右） 安向京：对，末端在物流领域大概是这么分，分干线物流、支线物流和末端物流，所以说末端物流基本上涵盖了城配以及您刚才说的最后一公里，甚至最后 50米所有的场景，所以末端物流的概念相对可能比最后一公里要大一点，一般最后一公里的概念都是老 ...

Group 1 - A self-driving car from Hello hit a pedestrian in Zhuzhou, Hunan, leading to a temporary suspension of local operations [2] - New Oriental's chairman, Yu Minhong, responded to employee complaints about overtime, stating that he has requested an investigation and is open to addressing valid concerns [4] - Doubao Mobile Assistant denied rumors that it can directly check bank account balances without user authentication, emphasizing that sensitive operations require user confirmation [6] Group 2 - Tony Fadell, known as the "father of the iPod," expressed interest in replacing Tim Cook as Apple's CEO, with some former Apple executives supporting his candidacy [7] - Microsoft shareholders approved a compensation package for CEO Satya Nadella, increasing his pay to $96.5 million from $79.1 million the previous year [9] - OpenAI is reportedly set to release GPT-5.2 on December 9, ahead of schedule, in response to competition from Google's Gemini 3 [9] Group 3 - Meta postponed the release of its Phoenix mixed reality glasses to 2027 to refine details, while also developing next-generation devices [9] - BYD's chairman Wang Chuanfu stated that the company is a leading enterprise that should set a good example and not bully others [9] - The film "Avatar 3" has been postponed to 2026 due to a fire incident in Hong Kong, with its title suffix removed [9] Group 4 - Hollywood unions opposed Netflix's proposed $72 billion acquisition of Warner Bros, warning it could reduce jobs and concentrate power [12] - SpaceX's valuation is expected to double to $800 billion as it plans for an IPO in the second half of next year [13] - Volkswagen plans to invest €160 billion (approximately $186 billion) over the next five years, reflecting a tightening strategy [13] Group 5 - Microsoft is in talks with Broadcom to design custom chips, potentially shifting from its current supplier Marvell [13] - Apple issued a new round of network threat notifications to users in 84 countries to protect against surveillance threats [13] - Meta is planning to cut its Reality Labs budget by up to 30%, potentially leading to layoffs as it shifts focus to AI wearable devices [13] Group 6 - Nvidia's CEO Huang Renxun praised Huawei as one of the world's strongest tech companies [13] - Intel is expected to start manufacturing Apple's A22 standard chips in 2028, using its future 14A process technology [13] - Waymo announced a voluntary recall to update software after its self-driving cars were found to have violated school bus regulations [13] Group 7 - SoftBank is reportedly in talks to acquire DigitalBridge, a private equity firm focused on data centers, as it seeks to capitalize on AI-driven demand [14] - AI wearable company Limitless announced its acquisition by Meta, with its AI voice transcription tool Rewind set to shut down soon [15] - Sai Shen Pharmaceutical completed a $53 million Series B financing round to advance clinical development for CNS diseases [15] Group 8 - Anyi Pu completed nearly $15 million in Series B financing for portable mass spectrometers [15] - The Lynk 03+ TCR racing car was launched at a price of 1.4 million yuan [17] - CounterPoint Research reported that Apple's iPad maintained a dominant position in the global tablet market with a 4% year-on-year increase in shipments [19]

新华社北京12月4日电 题：在向新提质中打造发展优势——触摸中国经济高质量发展脉动 面对国际风云变幻，中国坚定不移办好自己的事，技术"上新"和产业"焕新"步伐加快，为中国经济高质 量发展提供强大动力引擎。 新华社记者于佳欣、刘羽佳、张千千 高质量发展是全面建设社会主义现代化国家的首要任务。 回望2025，走过不平凡发展历程的中国经济，沿着高质量发展道路笃定前行，交出一份含新量、含绿 量、含金量更高的答卷，在持续向好中展现出强大韧性和活力。 新起点上，中国经济又将翻开新的篇章。在习近平经济思想科学指引下，以新发展理念为引领，以高质 量发展的确定性应对外部不确定性，中国经济必将在厚植优势、积蓄力量中不断打开新局面。 加速动能转换，发展的动力更加充沛 湖北人形机器人创新中心，在奶茶店、咖啡厅、超市等模拟场景中，机器人正在学习适用不同场景的具 体动作。 这一幕，是我国加快场景培育和开放，推动新技术产业化的缩影。 今年以来，从人工智能大模型到具身智能机器人，从航空航天到无人驾驶，更多创新成果从实验室走向 生产线，成为新质生产力加速发展的生动写照。 科技创新是高质量发展的核心驱动力。推进中国式现代化，科技要打头阵。 一组 ...