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国际产业新闻早知道:东南亚多国三季度经济增速放缓,人工智能投资热度维持高位
Chan Ye Xin Xi Wang· 2025-11-19 05:53
Group 1: Peru's Agricultural Exports - The U.S. government has exempted over 200 products from "reciprocal tariffs," with approximately 100 of these being Peruvian agricultural exports, including avocados, coffee, cocoa, mangoes, ginger, lemons, oranges, and natural juices [1][2] - In 2024, these products are expected to generate around $1.2 billion in exports to the U.S., accounting for 24% of Peru's total exports to the U.S. [1] - The exemption will allow nearly 50% of Peru's exports to the U.S. to benefit from tariff relief, enhancing competitive market access for Peruvian producers [2] Group 2: Japan's Long-term Bonds - Japan's long-term bonds have seen a significant decline due to increasing concerns over the country's fiscal situation, coinciding with expectations of an upcoming economic stimulus plan [3][4] - The yield on Japan's 20-year bonds has surged to its highest level since 1999, with the 30-year and 40-year bond yields also rising [4] - Investors are cautious about the scale of the government's economic stimulus plan, which may lead to increased bond issuance and potential market stability risks [5] Group 3: Southeast Asia's Economic Slowdown - Four out of six major Southeast Asian economies reported a slowdown in GDP growth for the third quarter, primarily due to weak manufacturing output and low household consumption [6][7] - Thailand's GDP growth fell to 1.2% year-on-year, the lowest in nearly four years, with manufacturing output declining for the first time in six quarters [6][7] - Other countries like Singapore, the Philippines, and Indonesia also experienced varying degrees of GDP growth slowdown, with Indonesia's growth at 5.04% and the Philippines at 4.0% [8][9] Group 4: Global Hunger Crisis - The United Nations World Food Programme has warned of an escalating global hunger crisis due to significant cuts in humanitarian aid funding, with an estimated 318 million people facing severe hunger in 2024 [11][12] - The WFP plans to assist only about 110 million of the most vulnerable populations in 2026, with a budget of $13 billion, although actual funding is expected to be only half of this amount [13] - The WFP has called for increased support from governments and donors to effectively address hunger and achieve the "zero hunger" goal [17][18] Group 5: Taiwan's AI Investment - Taiwan is advancing a plan to invest approximately NT$100 billion (around $3.2 billion) to develop its AI industry, aiming to establish itself as an "AI island" [19][20] - The investment will focus on ten key AI projects, with a goal to create NT$7 trillion in added value by 2028 and NT$15 trillion by 2040 [20][21] - Key technologies targeted for enhancement include silicon photonics, quantum computing, and AI robotics, with plans to establish dedicated research centers [22] Group 6: Google's Investment in Texas - Google announced a $40 billion investment in Texas by 2027 to build new cloud and AI infrastructure, which will create thousands of jobs and support community energy efficiency programs [24] - The investment includes the establishment of new data center parks in Armstrong County and Haskell County, with a commitment to responsibly expand infrastructure [24] Group 7: Strategic Partnerships in AI - Microsoft, NVIDIA, and Anthropic have formed a strategic partnership involving a $15 billion investment and a $30 billion order for computing resources, significantly expanding the accessibility of Anthropic's AI models [25][26] - This collaboration will optimize Anthropic's models for performance and efficiency, with a focus on deploying them across major cloud services [27][28] Group 8: Automotive Industry Developments - BYD plans to double its sales network in Europe by the end of 2025, aiming for 1,000 sales points as part of its strategy to expand in the European market [65][66] - Geely and Renault have launched a joint venture in Brazil, investing 3.8 billion reais (approximately 5.1 billion yuan) to localize new energy vehicle production [69][70] - BMW is accelerating the localization of its intelligent driving technology in China, with plans to launch a new generation of smart driving assistance systems in 2026 [71][72]
深蓝汽车邓承浩:年轻人第一台车“安全比速度更重要”
邓承浩对于"安全"的强调,也被视为对近期行业安全争议的正面回应。此前,雷军在去年4月的一段采 访中被网友断章取义为"小米汽车好看比安全重要",引发舆论对国产新能源汽车安全性的担忧。对此, 雷军近日在微博多次澄清,强调"安全是基础、安全是前提、安全高于一切",希望澄清外界误解。 11月18日,深蓝汽车正式推出全新车型深蓝L06。新车共提供四款配置,售价区间为13.49万—15.69万 元,核心亮点集中在底盘、智驾和动力三大板块。 深蓝L06的上市与邓承浩的表态,某种程度上回应了公众对新能源汽车安全的持续关注,也反映了当下 车企在性能竞争之外,对"安全感价值"叙事的重新强化。 在底盘方面,深蓝L06搭载与超跑同款的磁流变悬架,具备全场景自适应软硬切换能力,进一步提升车 辆在不同路况下的稳定性与舒适性。智能座舱则首发3nm制程的联发科天玑座舱S1 Ultra芯片,为车机 系统提供更高的算力与流畅度。 智能驾驶配置同样是此次发布的重要看点。新车配备最新一代激光雷达,并搭载两颗地平线J6M芯片, 总算力达到256TOPS,匹配DEEPAL AD Max智能驾驶辅助系统,可提供高速/城市领航辅助、智能泊 车、遥控泊车、记 ...
岚图泰山正式上市 37.99万起售
Cai Jing Wang· 2025-11-19 05:29
得益于2025"All in智能化"的战略布局,岚图全系车型陆续搭载华为乾崑智能解决方案,让华为行业顶 尖智能化技术与岚图硬核整车平台能力深度融合。今年1-10月岚图汽车累计交付量同比增长82%,实 现"九连涨"。截至今年10月底,搭载华为乾崑智驾系统的岚图车型,已实现1.45亿公里辅助驾驶里程, 成功避免近4万次碰撞风险。值得一提的是,岚图泰山首批搭载华为最新、最顶尖的华为乾崑智驾ADS 4四激光方案。 11月18日,岚图泰山在深圳正式上市,37.99万起售,新车共推出Max版、Max+版、Ultra版、黑武士版 四个版型。 "真正的对手从来不是别人,而是我们自己。"岚图汽车董事长、总经理卢放这句话,道出了中国汽车产 业近年来的心路历程。从2015年到2024年,中国新能源汽车完成了一条从追赶到引领的攀登之路。各品 牌崛起,高端市场不再是海外跨国品牌的天下。 公开数据显示,岚图用三个"十万辆"提速周期,演绎了中国高端新能源的进化加速度:突破首个十万辆 用时34个月,第二个十万辆缩短至12个月,第三个十万辆仅用7个月。10月,随着第30万辆——岚图泰 山下线,岚图成为首个跨越30万产销门槛的央国企高端新能源品 ...
岚图,“争峰”!
Zhong Guo Ji Jin Bao· 2025-11-19 03:49
【导读】岚图汽车递表港交所后动作不断,回应购置税补贴退坡后如何"争峰" "一旦走到这个时代,燃油车和新能源车可能在某种程度上是终极对决。"11月18日晚间,岚图汽车董事 长、总经理卢放向中国基金报等媒体表示。 据悉,新能源汽车购置税补贴退坡计划自2026年1月1日起实施。卢放提示称,燃油车与新能源汽车都要 做好准备,才能应对接下来更为激烈的市场竞争。 岚图汽车成立于2019年4月,系央企东风公司旗下高端智慧新能源汽车品牌,并且近期在资本与产业层 面均动作不断。 具体来看,岚图汽车10月2日递表港交所,计划以介绍上市方式登陆港股;11月18日以"争峰"为主题发 布新时代旗舰SUV岚图泰山,计划引领品牌向上。 新能源汽车产业将逐步摆脱政策依赖 根据灼识咨询资料,岚图汽车是最快实现单季度盈利的新能源车企,也是经营现金流转正最快的新能源 车企。 "给燃油车企业提个醒,我们整个汽车工业在转型升级方面做得很快。"卢放表示,新能源汽车或智能网 联的新能源汽车,目前在产品力方面远超燃油车。 预判汽车市场竞争将更加激烈 "燃油车和新能源车的竞争可能会更激烈。"卢放预判,从2026年开始,新能源汽车的政策红利逐步褪 去,与燃油车 ...
中国,全球气候治理可信赖的力量
Ren Min Ri Bao· 2025-11-19 03:44
游客在巴西贝伦的COP30主题装饰物旁拍照。记者 时元皓摄 "非洲光带"项目光伏发电系统电源箱。生态环境部对外合作与交流中心供图 比亚迪巴西乘用车工厂首车下线仪式今年7月1日在巴西巴伊亚州卡马萨里市举行。图为一辆比亚迪新能 源汽车正在生产线上装配。记者 宋亦然摄 《联合国气候变化框架公约》第三十次缔约方大会正在巴西贝伦举行。图为与会代表进入会场。记者 陈一鸣摄 当前,一些国家政策反复、倒退,给全球气候治理制造了新障碍。作为负责任大国,中国始终坚守多边 主义,践行自主承诺,深化国际合作,推动凝聚国际共识,以务实行动为全球应对气候变化挑战注入信 心。 多边机制的坚定捍卫者 推动《巴黎协定》从签署、生效顺利走向实施 10年前,面对各国在气候行动方面日益分化的利益诉求,习近平主席在气候变化巴黎大会开幕式上发表 讲话指出,巴黎协议应该有利于实现公约目标,引领绿色发展;有利于凝聚全球力量,鼓励广泛参与; 有利于加大投入,强化行动保障;有利于照顾各国国情,讲求务实有效。中国为推动应对气候变化全球 合作不懈努力,推动各方通过艰苦谈判达成《巴黎协定》,践行了真正的多边主义。 今年是《巴黎协定》达成10周年,全球气候治理进入关键 ...
岚图,“争峰”!
中国基金报· 2025-11-19 03:38
【 导读 】 岚图汽车递表港交所后动作不断,回应购置税补贴退坡后如何"争峰" 中国基金报记者 邱德坤 "一旦走到这个时代,燃油车和新能源车可能在某种程度上是终极对决。"11月18日晚间,岚 图汽车董事长、总经理卢放向中国基金报等媒体表示。 据悉,新能源汽车购置税补贴退坡计划自2026年1月1日起实施。卢放提示称,燃油车与新能 源汽车都要做好准备,才能应对接下来更为激烈的市场竞争。 岚图汽车成立于2019年4月,系央企东风公司旗下高端智慧新能源汽车品牌,并且近期在资 本与产业层面均动作不断。 具体来看,岚图汽车10月2日递表港交所,计划以介绍上市方式登陆港股;11月18日以"争 峰"为主题发布新时代旗舰SUV岚图泰山,计划引领品牌向上。 新能源汽车产业将逐步摆脱政策依赖 自2026年1月1日起,已连续实施多年、支撑中国新能源汽车产业快速发展的全额免征车辆购 置税政策,将正式切换到减半征收的新模式。 由于上述变化直接影响到消费者购车预算规划、支付成本,近期引发车企及产业链各方的广 泛关注。 "给燃油车企业提个醒,我们整个汽车工业在转型升级方面做得很快。"卢放表示,新能源汽 车或智能网联的新能源汽车,目前在产品力方 ...
恒生指数开盘涨0.09% 恒生科技指数涨0.37%
Xin Lang Cai Jing· 2025-11-19 03:31
上证报中国证券网讯 11月19日,恒生指数开盘涨0.09%,恒生科技指数涨0.37%。百度集团涨超2%,小 鹏汽车涨近2%,小米集团跌近2%。 来源:上海证券报·中国证券网 来源:wind | | | of the Real | 日本三五 | | --- | --- | --- | --- | | = | 1.50 0 | | 0.09% | | 11 | te | | 0.37% AMERICA | | -------- . | | | | ...
打破欧美垄断!中国车型成印度汽车研发新标杆,就连商用车制造商也开始关注中国技术【附新能源汽车行业市场分析】
Qian Zhan Wang· 2025-11-19 03:31
(图片来源:摄图网) 据印度《铸币报》报道,中国车型正成为印度汽车研发的新标杆。 在印度主要汽车制造商的研发中心,拆解对标竞品是常规操作。如今,被拆解研究的中国车型数量已超越欧 洲、日本或美国车型,小米SU7、比亚迪海豹、蔚来ET系列、极氪7X等车型在拆解区占据主导地位。这不 仅是市场选择的结果,更是中国新能源汽车技术霸权确立的直观体现。 一位印度汽车公司高管坦言,所有新开发项目都必须与中国汽车进行横向对标。塔塔汽车集团下属公司首席 技术官帕图什卡甚至直言不讳:"中国汽车技术发展迅猛,特别注重以消费者为中心的设计和用户体验,正 在为全球汽车业树立标杆。" 这种认可源于中国车企"降维打击"般的性价比优势。印度业内人士观察发现,中国企业擅长以远低于西方 或日本品牌的价格,提供激光雷达、多屏智能座舱、高阶智驾等高端配置,使更多消费者能够享受到豪华和 高科技的驾乘体验。 更具说服力的是性能硬指标,社交媒体传播的对比评测显示,蔚来ET9在障碍赛道上的车身稳定性显著优于 同级别的德国豪华轿车。 美国、日本和欧洲虽然长期主导内燃机技术,但过去十年中国汽车制造商在电动汽车技术方面引领潮流。 中国已成为全球最大的新能源汽车生产 ...
岚图泰山正式上市 破局豪华市场打造中国高端旗舰样本
Zheng Quan Ri Bao Wang· 2025-11-19 03:18
本报讯 (记者刘钊)11月18日,主题为"争峰"的岚图泰山上市发布会在深圳举行。新车共推出Max版、 Max+版、Ultra版、黑武士版四个版型,官方指导价为37.99万元—50.99万元。同时,还公布了价值 48000元的上市首销期限时权益,以及包括专属交付礼遇、积分增值回馈、购置税无忧保障在内的尊享 计划。 "真正的对手从来不是别人,而是我们自己。"岚图董事长、总经理卢放这句话,道出了中国汽车产业近 年来的心路历程。从2015年到2024年,中国新能源汽车完成了一条从追赶到引领的攀登之路。各品牌崛 起,高端市场不再是海外跨国品牌的天下。 岚图用三个"十万辆"提速周期,演绎了中国高端新能源的进化加速度:突破首个十万辆用时34个月,第 二个十万辆缩短至12个月,第三个十万辆仅用7个月。10月,随着第30万辆——岚图泰山下线,岚图成 为首个跨越30万产销门槛的央国企高端新能源品牌,率先完成"轿车+MPV+SUV"全品类旗舰布局。 作为科技新豪华的代表,岚图泰山还以现代科技重塑豪华的感官体验。华为XPIXEL智慧投影大灯可呈 现"鹏息迎辉""凤鸣九天"等定制灯语,同时具备礼让行人、导航光毯、露营投影等场景功能,让 ...
赛力斯获评2025年上市公司董事会最佳实践案例
Core Viewpoint - The recognition of Seres as a "Best Practice Case" for corporate governance by the China Listed Companies Association highlights the company's effective governance mechanisms and operational efficiency, reinforcing its commitment to high-quality development and value sharing with stakeholders [1][3]. Group 1: Corporate Governance - The "Best Practice Case" award aims to promote compliance and effective operation of listed company boards, enhancing governance efficiency and demonstrating exemplary practices [3]. - Seres' selection for this award reflects high recognition from regulatory bodies and the capital market regarding its governance standards [3]. Group 2: Financial Performance - In the first three quarters of 2025, Seres achieved a revenue of 110.534 billion yuan and a net profit attributable to shareholders of 5.312 billion yuan, marking a year-on-year growth of 31.56% [3]. - As of October 2025, Seres has sold a total of 356,085 electric vehicles [3]. Group 3: Market Position and Expansion - On November 5, Seres successfully listed on the Hong Kong Stock Exchange, becoming the first luxury electric vehicle company to be dual-listed in both A-share and H-share markets [3]. - This dual listing is expected to inject strong international capital into the company, aiding in technological innovation and global expansion, thereby enhancing its global competitiveness and brand influence [3].