7月6日，针对 "小米与徕卡即将终止合作" 的消息，小米公关总经理王化予以否认。 王化表示，2023年6月1日，番茄曾发微博说小米14就是最后一代了。当时他转发了文案搭配的是"这就胡说了"。针对最新的小米与徕卡的相关报道，其又回 复称"这还是胡说"。 而在王化所否认的那篇报道中提及，小米决定终止与徕卡的合作，是"专注于为下一代骁龙8 Elite 2设备开发自主研发的相机技术"。该报道认为，"这不仅仅 是品牌形象的转变，更是一个明确的信号，表明小米领导层相信其内部研发团队能够在没有外部帮助的情况下提供卓越的成像质量。" 不仅如此，报道还称，小米有一个实际的考虑，即降低徕卡的授权费用（每部手机可能高达3-5美元）是降低生产成本、增强定价优势的快速途径。这一策 略将波及小米的主要产品线，尤其是红米和POCO系列，这两个系列都面向价格敏感的市场。 小米上一次被传与徕卡合作出现问题是在今年5月。当时小米部分机型升级到最新版本系统后，相机标准水印中的 "LEICA" 字样消失，这一现象引发诸多猜 测，不少网友怀疑小米与徕卡的合作是否出现变故。 对此，小米相机部产品经理 @Bao_小李发文回应，解释称所有品牌样式和使用规范 ...

Core Viewpoint - Europe, once an industrial powerhouse, is now facing unprecedented challenges in its manufacturing sector, particularly in the automotive industry, due to the ongoing repercussions of the Russia-Ukraine conflict and an energy crisis [2][7] Group 1: Trade Barriers and Protectionism - The EU announced in 2024 the imposition of "anti-subsidy tariffs" on Chinese electric vehicles, claiming it is to maintain "fair competition," which reveals Europe's own struggles in the electric vehicle sector [5] - France initiated sanctions against the Chinese automotive industry, leading to the EU's "anti-subsidy investigation" and subsequent tariffs on Chinese products, similar to previous actions against Chinese solar panels [5][7] - The protectionist tendencies observed in Europe are not unique, as multiple European countries have followed the U.S. lead in imposing barriers against Chinese high-tech products under the guise of "national security" [9] Group 2: Energy Dependency and Strategic Failures - Europe's manufacturing sector has long relied on cheap Russian energy, and the disruption caused by the Russia-Ukraine conflict has led to soaring energy costs, negatively impacting the competitiveness of European products [7] - The slow response of Europe in addressing climate change and energy transition has resulted in missed opportunities in the new energy sector, prompting a reliance on trade barriers to compensate for strategic failures [7][9] - Experts argue that instead of building walls, Europe should confront its issues and focus on industrial upgrades and technological innovation to remain competitive globally [9]

Group 1 - According to Counterpoint Research, China's smartphone sales are expected to see a slight year-on-year increase in Q2 2025, with Huawei projected to grow by 12% and Apple by 8% [1] - The Guangdong provincial government has issued a plan to promote economic growth, which includes accelerating the replacement of old electronics, including smartphones [1] - The "618" shopping festival, supported by national subsidies, has significantly boosted sales of smartphones and other consumer electronics, with Su Ning reporting sales increases of 62.35% for smartphones [2] Group 2 - Huawei and Xiaomi were the biggest beneficiaries of the national subsidy policy, with their shipment volumes increasing by 18% and 40% respectively in Q1 [2] - The overall smartphone market in China is expected to grow by approximately 3% in 2025, with a projected shipment volume of about 290 million units [2] - China Galaxy Securities forecasts that the penetration rate of AI smartphones will reach 34% by 2025, while AI PCs are expected to rise from 0.5% in 2024 to 79.7% by 2028 [3] Group 3 - AAC Technologies (瑞声科技) anticipates a significant increase in the shipment of its WLG products, which will be widely used in smartphones and other sectors [4] - Sunny Optical Technology (舜宇光学科技) expects a 26% year-on-year increase in global demand for automotive lenses, driven by the development of smart driving in China [4] - Q Technology (丘钛科技) reported a decrease in camera module sales but a 45% year-on-year increase in fingerprint recognition module sales [5] Group 4 - Xiaomi Group achieved over 30% year-on-year growth during the "618" shopping festival, with total payments reaching 35.5 billion RMB [5] - Xiaomi's online store revenue grew by 18%, while smartphone shipments increased by 17% during the same period [5] - The company's offline store revenue surged by 51%, with smartphone shipments growing by 31% and AIoT revenue increasing by 63% [5]

Group 1 - The essence of entrepreneurship is to provide irreplaceable value, rather than merely pursuing business for profit [6][9] - Successful entrepreneurs often fall into two categories: those with no way out and those driven by ideals [10][12] - Key preparations for entrepreneurship include avoiding nepotism and accepting the possibility of failure [13][14] Group 2 - Corporate culture consists of three elements: mission, vision, and core values, which influence each other [15][16] - A strong corporate culture serves as a constraint beyond formal regulations, helping to avoid fundamental errors [18][19] - Evaluating corporate culture involves observing actions and words, focusing on whether decisions are based on ethics or profit [22][23] Group 3 - A good business model is characterized by differentiation, a strong competitive moat, and sustainable cash flow [26][39] - Differentiation is crucial for long-term success, as it allows companies to meet unique consumer needs [32][36] - Companies with strong products, like Moutai and Apple, have established robust business models [48] Group 4 - The distinction between doing the right thing and doing things right is essential for long-term success [49][50] - Establishing a "Stop Doing List" helps avoid wrong choices and emphasizes the importance of long-term thinking [51][54] - Successful execution involves learning from mistakes while maintaining control over the direction of the business [62][63] Group 5 - The concept of "本分" (being true to oneself) emphasizes doing what is right and maintaining integrity [67][78] - A calm and rational mindset, referred to as "平常心" (ordinary mind), is crucial for making sound decisions [80][84] - The philosophy of simplicity in business and life, encapsulated in "doing the right things and doing things right," reflects profound wisdom [89]

Core Viewpoint - The rise of Chinese tea brands in international markets reflects a broader transition from "Made in China" to "Brand from China," showcasing cultural and emotional connections with consumers [1][3][5] Group 1: Market Dynamics - Chinese tea brands are gaining popularity overseas, driven by technological innovation, cultural depth, and emotional value [1] - The growth of new tea brands is a response to the saturation of the domestic market, with annual growth rates slowing from over 20% to 5.7% [3] - The global market presents a new battleground for these brands, as they seek to establish a competitive edge through pricing strategies and supply chain efficiencies [3][4] Group 2: Cultural Significance - The emergence of tea brands abroad is not just about market expansion but also about cultural resonance, as these brands serve as cultural ambassadors [5] - The narrative surrounding tea brands can transform them into social currency and identity markers, enhancing their acceptance in diverse markets [2] - The cultural journey of tea brands is seen as a new trend in China's service trade, with significant potential for growth [4] Group 3: Competitive Landscape - Despite the rise of Chinese brands, many Western brands continue to dominate the market, capturing significant brand premiums [3] - The disparity in profit retention highlights the need for Chinese brands to strengthen their global presence and brand equity [3] - The success of brands like Mixue Ice City in overseas markets illustrates the effectiveness of low-cost strategies supported by a robust global supply chain [3]

Group 1 - Meizu's recent social media account name change does not affect the company's name or entity, focusing on the Meizu and Flyme brands for more efficient communication [1] - In the first half of 2025, Chinese electric vehicles dominated the Israeli market, with 21,252 units sold, accounting for 81.2% of total electric vehicle sales in Israel [2][1] - The top-selling electric vehicle in Israel was the XPeng G6, with 3,164 units sold, followed by BYD's ATTO 3 and Chery's Omoda 5 [1] Group 2 - The China Football Association reported over 25,487 registrations for the "China Football Association Player Self-Recommendation System," with 6813 submitting personal information [3] - Musk's proposal to establish a third political party in the U.S. faces significant legal and logistical challenges, according to election experts [4] - The latest version of WeChat for HarmonyOS aims to align with and potentially surpass Android and iOS functionalities [5][6] Group 3 - Shunde Rural Commercial Bank has withdrawn its IPO application, leading to the termination of its listing review by the Shenzhen Stock Exchange [8] - SF Holding completed the placement of 70 million new H-shares, raising approximately HKD 29.33 billion, increasing its total issued H-shares to 240 million [9] - CATL and Geely have signed a comprehensive strategic cooperation agreement to deepen collaboration in battery technology and supply chain development [10][11] Group 4 - ST Huike is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [12] - Jinan has established a Robot Industry Empowerment Alliance, releasing a list of 87 application scenarios for robots across 12 sectors, with an annual investment of 142.6 billion yuan [13][14] - Tencent's stake in Zhong An Online has decreased from 8.09% to 7.99% after selling approximately 1.48 million shares [15] Group 5 - Douyin has implemented new regulations prohibiting minors under 16 from live streaming, requiring parental consent for those aged 16 to 18 [16]

从目前诸多爆料以及供应链消息来看，基本可以确定苹果正计划推出其首款折叠iPhone，发布时间普遍 指向2026年年底，可能会与iPhone 18系列同期发布。 近日，在科技媒体Digitime的报道中，折叠iPhone的开发进度被进一步曝光，这次苹果终于提速了。报 道称，从诸多供应链渠道获悉，折叠iPhone已于6月进入P1（Prototype 1）原型开发阶段。在启动P1原 型测试后，通常还会经历P2和P3阶段，每个阶段一般持续约两个月。 若进展顺利的话，预计今年底将完成P1-P3整个原型测试流程，进而进入工程验证测试（EVT）阶段。 这一时间进程与此前分析师郭明錤的预测基本一致，若无意外的话，折叠iPhone将于2026年底正式发 布，首批折叠iPhone的出货量大约在700万台左右。综合现有爆料信息，苹果首款折叠iPhone将采用左 右对折的大折叠形态，配备5.5英寸外屏+7.58英寸内屏，展开单面厚度约4.5mm，折叠厚度约9- 9.5mm。 值得一提的是，折叠iPhone后置将配备48MP双摄，内屏则采用屏下摄像头技术；同时将改用Touch ID 指纹识别，取代现有的Face ID面容识别，内屏或能 ...

2023年9月天津泰达论坛， 笔者在讲演中讲系统与生态的时候，提到了华为，引起了网上的一些误 解。现澄清如下： 1，我的原话是 ："我希望我们有能力，但我们不要和世界搞一个不一样的系统，不一样的生态， 我们要和世界的生态在一起"。"大家知道华为受到美国的不公正待遇，业务受到很大影响。华为手机的 最大影响是什么？最大影响不是芯片，是华为在世界其他范围内被逐出安卓系统，华为手机在世界上没 法卖"。"如果我们中国汽车的生态和世界隔离开，就真的变成两个产业，对中国对我们汽车产业不利， 当然对世界也不利"。 2，我没有反对华为搞鸿蒙系统。 在讲演中我讲，希望我们有能力，就是指像华为这样，你限制我 使用安卓系统，我就可以搞自己的鸿蒙， 这是华为应对美国制裁最有力的方法，应该肯定和支持。 华 为手机如果不搞鸿蒙系统，就只能投降。可能就是因为我在讲演中没有讲支持华为搞鸿蒙系统的话，所 以被有些网友引申为我反对华为搞鸿蒙系统。特在此澄清。 3，之所以旧话重提，是因为有朋友提醒我，在国产大模型中搜索同样话题，结果都指向我反对华 为搞鸿蒙系统。所以写此博客，希望能够不让误解继续流传。 最后说一句，我不是清华大学教授。本人在工作中也 ...

一场狂欢，正发生在小米汽车的至暗时刻后。 6 月 26 日，小米"人车家全生态发布会"，小米首款 SUV 车型 YU7 上市仅 3 分钟便斩获 20 万订单， 1 小时逼近 29 万大关，锁单率超过 60%. 耐人寻味的是，在不久之前， SU7 高速事故造成的惨剧，以及随后发生的一系列事件，让「小米汽车」 和雷军的声望遭到了巨大打击。 雷军坦言："那是创办小米以来最艰难的一段时间"。 无人看好小米之后的销量。 然而，深陷泥潭的小米，却在之后， 1 小时内收获了 28.9 万张 YU7 的订单，这一成绩令车市为之震 惊。 为什么小米能够在危机之中全身而退？它展现出的商业韧性，究竟源自何处？ 今年 3 月，三名女孩驾驶小米 SU7 在高速公路遭遇不幸事故。 小米随即陷入狂风海啸般的舆论里。公众质疑主要集中在 SU7 的电池安全性能与车门锁死机制上。 信任护城河 风暴中的逆势增长，源自小米十年构建的信任护城河。小米拥有全球数以亿计的月活跃用户。他们用着小 米手机、戴着小米手环、家里摆着小米空气净化器…… 看似微小的日常，早已将 " 可靠 " 二字刻入品牌 基因。 这份信任通过长久琐碎的生活细节逐渐演变成稳定的情感习 ...

1.广州工业大区加速抢占机器人赛道 7月3日，广州工业大区黄埔区发布"人工智能+机器人"系列政策，涵盖支持人工智能、具身智能、集成电 路、超高清视频与新型显示产业高质量发展若干政策措施，最高给予1000万元扶持。产业押注背后，是广 州经济转型的迫切需求。由于新旧动能转换问题，广州近年来经济表现并不亮眼，GDP增速持续低于全国 和全省均值。 点评：机器人赛道变革势在必行。 6.董明珠拟提名国家科技进步奖 2.研究：细颗粒物污染与非吸烟者肺癌基因突变增加有关 一个国际团队日前在《自然》杂志上发表的新研究显示，空气中的细颗粒物污染可能增加非吸烟者体内致 癌基因和促癌基因突变风险，增加肺癌患病几率，甚至比吸二手烟对基因造成的影响更显著。这项研究由 美国国家卫生研究院和加州大学圣迭戈分校等机构研究人员共同开展。研究人员共分析了来自全球28个地 区871名非吸烟肺癌患者的肿瘤样本。 3.小米同款纸巾盒被炒至350元 近日，小米YU7配套的Xiaomi Life车载磁吸纸巾盒，售价169元，引发网友热议。雷军在直播中回应磁吸纸 巾盒定价问题，他表示，这个纸巾盒网友反馈有点贵，是因为这个纸巾盒设计的时候，材质、制作工艺比 较 ...