" 从BAT的地图竞合，到智驾「第一梯队」的追逐，程鹏在跑一场 创业「马拉松」。 " 作者丨李雨晨 编辑丨 林觉民 编者按： 从高精度传感器到车载芯片，从车联网数据平台到智能驾驶算法，供应链的敏捷、稳定和创新直接决 定了车企的智能化落地效率。 价格战白热化的今天，车企和供应链需打破零和博弈。雷峰网推出《车企供应链的老牌与新贵》高管对话，探讨 供应链的转型与价值重塑，主动进化才能成为新生态的构建者。 过去15年的移动互联网创业和AI浪潮，造就新贵也推翻旧王者。当诺基亚CEO约玛·奥利拉含泪说出"我们并没 有做错什么，但不知为什么我们输了"时，2010年的创业者们正在用智能手机重构整个商业文明。 2010年5月18日，四维图新上市，这家导航地图领域的龙头，却迎来"最舒适"和"最糟糕"的五年。 BAT的入局让四维图新的基本盘面临冲击：阿里出手收购"死对头"高德进而宣布商业免费；六年的合作伙伴百度 解约，掉转枪头自成一派；2014年腾讯入股，四维图新被卷入巨头的三国混战。 作为这家早期以地图为核心业务的公司CEO，程鹏没有觉得BAT们"不讲武德"。相反他很清楚，地图已经成为一 个基础设施。如果自己一直将其当成盈利单元 ...

四维图新（002405）公告，2025年1月1日至2025年6月30日业绩预告期间，预计归属于上市公司股东的 净利润为亏损3.19亿元–2.68亿元，同比增长10.25%–24.61%；扣除非经常性损益后的净利润为亏损3.28 亿元–2.75亿元，同比增长9.97%–24.37%；营业收入为17.18亿元–19.05亿元，同比增长3.07%–14.30%。 ...

Group 1 - The core driving force for high-quality development in national economic and technological development zones is the cultivation of new quality productive forces, with Anqing Economic and Technological Development Zone focusing on technological innovation and the integration of digital and real economies [1] - Anqing Economic and Technological Development Zone is accelerating the layout of future industries to seize new development opportunities, establishing a dual-wing structure to support the rise of new quality productive forces [1] Group 2 - Huanxin Group is a leader in the integration of digital economy and real economy, promoting the transformation of "Industrial Internet + Intelligent Manufacturing" to enhance its advanced productivity and empower the automotive industry chain [2] - Huanxin Group has developed a full-stack industrial internet system that enables millisecond-level response to production data and collaboration across the entire industry chain, providing solutions in five areas including supply chain collaboration and energy management [2][3] - The company has implemented energy management optimizations that have saved 6 million yuan annually in energy costs for one of its factories by optimizing air compressor operations [3] Group 3 - Anqing Economic and Technological Development Zone is actively cultivating future industry growth poles, with companies like Guoqi Dayou Time-Space Technology showcasing advanced products such as intelligent driving simulation systems that utilize high-precision satellite data [4] - The integration of high-precision satellite positioning and mapping is essential for low-altitude economy and urban governance, providing flexible solutions for issues like shared bicycle parking [5][4] - Guoqi Dayou has established strong partnerships with major universities and research institutions, leading to the formation of several innovation centers and a consistent annual business growth, with projected revenue of over 80 million yuan in 2024 [6]

本报讯 （记者闫立良）7月10日，全球领先的消费者研究与零售监测公司尼尔森IQ（NielsenIQ）与阿里 巴巴集团旗下高德地图的行业智能品牌——高德云图正式签署产品战略合作协议，双方将联合推出新一 代零售智能铺货解决方案"通路云图"，旨在将尼尔森IQ百年快消品方法论与高德空间智能技术深度结 合，为品牌商提供覆盖全国、实时更新的精准铺货决策支持，推动零售行业数字化转型进入新阶段。 尼尔森IQ中国区董事总经理周凌卿表示，与高德云图的合作标志着尼尔森IQ在数字化赋能零售领域的 又一重大突破。通过空间智能与零售智能的深度结合，全新的"通路云图"将提供全国线下零售核心渠道 的门店清单和门店级别品类销售指数，帮助品牌在动态市场中实现"先人一步"的精准布局。 高德云图商业总经理韩鹏说，高德云图一直致力于发展空间智能在产业中的应用，通过和尼尔森IQ的 合作，实现了空间智能和行业专家能力的深度融合，双方打造的智能决策产品，将促进整个产业的 AI+革命。 此次双方计划联合推出的"通路云图"，将发挥"全、鲜、准、精"的核心价值，打造"all-in-one"一站式解 决方案，助力零售品牌精准投放，抢占市场先机。 在零售业数字化、智 ...

Group 1: Starbucks China Acquisition - Starbucks China business potential equity sale has attracted multiple bids, with a valuation reaching up to $10 billion [1] - Nearly 30 domestic and international private equity firms have submitted non-binding offers, with the bidding range between $5 billion and $10 billion [1] - Current market value of Starbucks is approximately $108 billion, with its China operations contributing over 8% to global revenue, suggesting a reasonable valuation around $9 billion [1] Group 2: Gaode Map AR Feature - Gaode Map, a subsidiary of Alibaba Group, has launched an AR check-in feature, integrating AI technology with mapping services [1] - The feature aims to enhance user experience by providing an immersive check-in journey, available to all users with the latest app update [1] Group 3: Robotics and Patents - Yuejiang Technology has officially released a six-legged bionic robot dog, completing its embodied robot platform construction [2] - The company has applied for multiple trademarks and hundreds of patents, primarily focusing on invention patents related to robotics and electronic skin [2] Group 4: Douyin E-commerce Support Policies - Douyin E-commerce has implemented nine support policies that saved merchants over 14 billion yuan in costs during the first half of the year [3] - In June alone, the cost reduction for merchants reached 3 billion yuan, with a policy lowering deposit requirements releasing over 15 billion yuan in withdrawable funds [3] Group 5: NetEase Cloud Music BEATSOUL Program - NetEase Cloud Music has launched the BEATSOUL incentive program, providing a three-tier support system for Beat producers [4] - The program includes a commission-free trading policy and annual awards, with the highest single award reaching 50,000 yuan [4] Group 6: New Company Formation - A new company named Zhengzhou Airport District Cuihu Construction Co., Ltd. has been established with a registered capital of 200 million yuan [5] - The company is co-owned by several entities, including China Metallurgical Group Corporation [5] Group 7: Investment and Financing - Hangzhou Gangshan Technology Co., Ltd. has completed a 10 million yuan angel round financing, aimed at upgrading its core business platform [6][7] Group 8: AI Application Maturity Model - Feishu has released the industry's first AI application maturity model, categorizing AI applications into four levels [8] - The model indicates that Feishu's knowledge Q&A has reached M3 standard, while its meeting feature has achieved M4 standard [8] Group 9: Employment Policies - The State Council has issued a notice to enhance employment support policies, focusing on stabilizing employment and market expectations [9] Group 10: Cross-Border Trade Growth - In the first half of the year, the volume of exports from Guangxi to Vietnam via cross-border rail increased by 283% [10] - Significant growth was noted in the export of auto parts and fiberboard, with respective increases of 100% and 398% [10]

Here Technologies & 蔚来汽车旗下"萤火虫" 蔚来汽车旗下"萤火虫"品牌携手HERE Technologies，以互联科技赋能电动出行新体验 萤火虫品牌将在全球市场应用HERE高精地图数据，以提升高级驾驶辅助系统（ADAS）性能与安全性，尤其是满足欧盟法规的智能车速辅助系统（ISA）。依托与Telenav公司的合作，HERE为萤火虫品牌打造了无缝集成的车载导航解决方案，提供实时交通路况更新，为用户带来软件定义汽车（SDV）时代的创新出行体验。 上海 – 全球领先的位置数据与技术平台HERE Technologies宣布与蔚来汽车旗下全新品牌"萤火虫"达成合作。HERE将为萤火虫品牌提供高品质地图数据及位置服务，以提升其电动汽车产品与高级驾驶辅助系统（ADAS）的性能。此次合作旨在全面提升萤火虫智能电动汽车的安全性、能效表现及整体驾乘体验。 "萤火虫"是蔚来汽车旗下全新子品牌，致力于将高端电动汽车技术普及至更广泛的用户群体，主打城市出行、智能互联与安全性能。该品牌将采用HERE全球地图的丰富数据资源，如互联导航和高级驾驶辅助系统（ADAS）功能所需的数据。同时，"萤火虫"还将通过整合 ...

Group 1 - The 2025 Global Bank Top 1000 list was released, with Chinese banks ICBC, CCB, ABC, and BOC maintaining the top four positions for eight consecutive years [2] - The Chinese Ministry of Foreign Affairs noted that brands like Mixue Ice Cream and Bawang Tea have gained popularity among foreign consumers, reflecting a shift from replicating Western brands to establishing unique Chinese brands [2] - Starting August 1, 2025, cash transactions over 100,000 RMB for gold and precious metals will require reporting to the Anti-Money Laundering Monitoring and Analysis Center [3] Group 2 - The Shenzhen Market Supervision Administration has mandated that only 3C certified power banks can be sold in Huaqiangbei, leading to a cleanup of non-compliant inventory by vendors [4] - The company Romoss is undergoing internal restructuring following issues related to product recalls and changes in legal representation [4] - The first AI delivery vehicle in China was launched in Wuhan, featuring advanced management and operational capabilities [8] Group 3 - Baidu announced its largest search engine overhaul in a decade, introducing a smart input box that supports extensive text and multimedia capabilities [10] - Alibaba's Taobao Flash Sale announced a 500 billion RMB subsidy plan over the next 12 months to support merchants and consumers [10] - Luckin Coffee opened its first two stores in New York, with prices for drinks ranging from $3.45 to $7.95, reflecting a competitive pricing strategy against Starbucks [12]

Core Points - Shandong Province has established the first provincial-level comprehensive service platform for taxi drivers, named "Honglu Changyun," which integrates party-building services and digital technology [1] - The service platform aims to address the challenges faced by new employment groups in accessing services, providing a model for nationwide party-building services for new employment groups [1] - The platform is developed in collaboration with Alibaba's Gaode Map, enhancing the digital service network for taxi drivers across the province [1][4] Group 1 - The "Honglu Changyun" service platform covers 16 cities in Shandong and is accessible via the Gaode Map app, allowing drivers to find service locations and relevant information easily [1][4] - The initiative is seen as a significant milestone in promoting high-quality development of party-building among taxi drivers and establishing a trusted service environment [1] - The platform includes offline service areas with facilities such as rest areas, dining zones, charging stations, and training classrooms to support drivers' professional development and community engagement [2] Group 2 - Gaode Map has partnered with various transportation departments and ride-hailing platforms to enhance the digital upgrade of service stations, contributing to a sustainable development model for the industry [4] - Over 200 driver service centers have been established nationwide through collaboration with Gaode, which also offers various commission-free incentives to improve drivers' earnings [4] - The platform aims to foster a sense of belonging and cohesion among drivers by facilitating efficient party-building activities and enhancing the overall working environment [4]

Group 1 - The 11th Guangzhou International Investment Conference was held from June 26 to 27, focusing on the theme "Investing in Guangzhou, Investing in the Future" and aimed at building a world-class city with classic charm and modern vitality [1][3] - Over 1,000 guests from enterprises and institutions attended, sharing insights on industry trends and investment opportunities in Guangzhou [1][3] - The conference showcased 177 signed projects across 24 industries, with a total investment of 160.8 billion and expected revenue of 306.4 billion [6] Group 2 - Guangzhou's industrial scale is approximately 25 trillion, with intelligent networking and new energy vehicles exceeding 500 billion, and biomedicine and health, as well as new displays and integrated circuits, each exceeding 200 billion [3] - The number of various business entities in Guangzhou reached 3.8354 million, a year-on-year increase of 9.4%, with new registrations in the first five months of this year growing by 38.37% [4] - The city has been recognized for its favorable business environment, leading the nation in new business registrations for 12 consecutive months [4] Group 3 - The first batch of "City Partners" in Guangzhou was awarded, including 6 strategic partners, 5 super partners, and 4 city dreamers [5] - Notable projects include the establishment of a sales headquarters by CNOOC in Haizhu District, with an expected annual sales of nearly 100 billion [6] - International companies like ACWA Power plan to set up headquarters in Nansha, focusing on offshore wind power and solar energy [7] Group 4 - Guangzhou ranks 11th globally and 4th domestically in the number of unicorn companies, with 24 unicorns listed, indicating a strong industrial foundation and innovation ecosystem [8] - The city has seen a significant increase in foreign investment, with actual foreign capital used reaching 13.249 billion, a growth of 1.5% [7] - The "12218" modern industrial system has been introduced as a new blueprint for industrial development, attracting investment in various sectors [8][9]

Core Insights - Gaode Map has emerged as a significant player in the transportation service industry, ranking first in the traffic scale among top 10 applications as of March 2025, surpassing competitors like Baidu Map and Didi Chuxing [1][3] - The company has achieved profitability for the first time, a notable milestone in the competitive landscape of map services, where even leading platforms like Google Maps struggle with monetization [1][2] Group 1: User Base and Market Position - As of March 2025, Gaode Map boasts 873 million monthly active users, positioning it as the fourth largest application in China's mobile internet landscape, following WeChat, Taobao, and Alipay [3] - Despite its large user base, Gaode Map faces challenges in monetization due to the inherent nature of navigation tools, which require significant investment in technology and marketing to realize their commercial potential [4][7] Group 2: Business Strategy and Monetization - Gaode Map is transitioning from a navigation tool to a comprehensive lifestyle service platform, integrating various services such as instant delivery and commercial authorization fees to enhance revenue streams [4][6] - The company has implemented a tiered pricing model for its commercial services, with the advanced version priced at 100,000 yuan, indicating a strategic move towards diversified revenue generation [4] Group 3: Competitive Landscape - Gaode Map's competitive position is complicated by its role within Alibaba's ecosystem, where it serves as a traffic conduit rather than an independent service platform, limiting its strategic autonomy [8][12] - The competitive environment is intensifying, with platforms like Douyin and Meituan encroaching on Gaode Map's market share by integrating their services into navigation functionalities [8][9] Group 4: International Expansion and Challenges - Gaode Map's international efforts are constrained by its alignment with Alibaba's broader strategy, which may limit its ability to adapt to local market conditions effectively [9][12] - In contrast, Didi Chuxing has successfully expanded its international operations, demonstrating a more autonomous approach that has led to profitability in overseas markets [11][12]