11月28日，新修订的《北京市非机动车管理条例》由市十六届人大常委会第二十次会议表决通过，将于 2026年5月1日实施。修订后的条例明确规定，骑乘电动自行车强制佩戴头盔，电动自行车用于互联网租 赁或者快递、外卖等服务活动的，发放专用号牌。同时，条例还明确规定，骑行时不得浏览手机、全面 禁止非法拼改加装、严禁携带电动车电池进入居住建筑等。 电动自行车行驶证、号牌有效期满可提出延用申请 在生产销售方面，条例明确规定在本市生产、销售的电动自行车及电动自行车电池、充电器、乘员头盔 等产品必须符合国家标准，经过强制性产品认证并标注认证标志，以确保关键配件安全可靠。 同时，条例按照国家有关规定设立了"安全性评估"制度，规定电动自行车电池超过生产日期五年的，应 当进行安全性评估；未通过安全性评估的，应当停止使用。为确保制度有效落地，各区政府将按照统一 规划、合理布局、方便群众的原则，确定安全性评估网点并向社会公布。同时，要求生产者、销售者提 供废旧电池回收服务，鼓励以旧换新，并确保废旧电池交由有资质的单位处置。 条例明确，电动自行车、残疾人机动轮椅车等车辆需经登记取得行驶证和号牌后方可上路。电动自行车 行驶证和号牌的有效期 ...

Core Viewpoint - 越疆科技 and 绿源集团 have signed a strategic cooperation framework agreement to promote the application of intelligent robots in smart stores, targeting the deployment of 5000 robotic dogs [1] Group 1: Company Developments - 越疆科技's stock rose nearly 4% in early trading, currently up 3.23% at 37.7 HKD with a trading volume of 38.46 million HKD [1] - The agreement will leverage 绿源集团's network of over 10,000 stores nationwide to explore large-scale applications of embodied intelligent robots in various scenarios [1] Group 2: Industry Implications - The collaboration aims to enhance the upgrade of smart stores through the deployment of intelligent robots, indicating a growing trend in automation within the retail sector [1] - The initiative reflects a broader industry movement towards integrating advanced robotics in operational processes, particularly in smart retail and manufacturing environments [1]

北京商报讯（记者 陶凤 王天逸）11月27日，北京商报记者获悉，绿源集团与越疆科技在金华签署战略 合作框架协议。基于在产品研发与产业应用层面的深度共识，绿源与越疆将共同推动规模达5000台机器 狗应用于智慧门店升级计划。根据协议，双方将以绿源全国超10000家门店网络为基础，共同探索具身 智能机器人的大规模、分阶段在智慧门店、智能工厂等场景的应用。据称，依托全国一万家门店的实体 场景，越疆具身智能机器人不仅获得了真实、连续的应用验证环境，更在实际运营中持续创造可感知的 商业价值。 ...

中信建投证券日前研报指出，量价共同助力下25Q3爱玛科技实现收入80. 62亿元，同比增长17.3%。在产品结构向上的拉动之下，Q3公司盈利能力同比略有提升，整体看，Q3在渠道积极备货 ...

11月27日，"2025搜狐财经年度论坛"在北京举办。 在论坛中，淡水泉投资投资管理委员会成员、基金经理李天带来了题为"如何理解今年新消费的投资机会"的主题分享。 在李天看来，当前新消费品牌，如潮玩、化妆品、奶茶等的崛起，主要驱动力是女性消费的崛起。女性消费具有"喜欢尝鲜"和"乐于分享"两大特点，这能让 新品牌快速爆发，但也导致品牌忠诚度不高、增长持续性面临挑战。 今年，不少新消费公司在讲出海的逻辑，怎么挑选出海领域的新消费？李天表示，在过去的20年，中国被称为世界工厂，将不同的商品出海或出口，卖给全 世界的消费者。但今年很多商品被追加不同的关税，这个时间阶段，出口项目会渐渐从商品转到服务。 但为什么在今年8月份之后，很多新消费品牌的公司又迅速的让大家感觉到遇冷或衰退呢？其实它恰恰也是源于这两个特点。因为女性消费者的偏好会快速 地在不同的品牌之间切换，所以对于一些品牌势能还没有那么强、品牌心智还没有那么强的品牌，很容易流失掉这部分女性消费用户。 第二个就是针对女性消费者很喜欢分享的特点，也会在短时间内，某种程度上透支明年、后年甚至未来的一些消费，而集中到当期消费。所以你会看到很多 以女性消费者为主的品牌确实是 ...

Core Insights - The U.S. faces three major pressures in the AI sector: power shortages, legislative confusion, and increasing global competition [1][3][5] Group 1: Energy and Infrastructure - By 2028, AI training is expected to consume around 5GW of power, equivalent to the simultaneous lighting of five million American homes [1] - Trump announced a plan to invest $92 billion to rebuild the U.S. energy and infrastructure system, emphasizing the need for sufficient power supply to maintain a competitive edge in technology [5] - Google plans to invest $25 billion in a new data center in Pennsylvania to address future energy demands [1] Group 2: Legislative Challenges - Over 260 AI-related bills have been proposed across the 50 states, with 22 already enacted, leading to a fragmented regulatory environment that complicates industry operations [1][3] - Trump advocates for a unified federal AI standard to prevent state-level regulations from stifling innovation, contrasting with China's more cohesive regulatory approach [3] Group 3: Key Players and Political Dynamics - Elon Musk is identified as a crucial figure for the success of Trump's AI initiatives, given his influence across multiple tech sectors [5][7] - The relationship between Trump and Musk is complex, with differing views on energy sources; Musk supports renewable energy while Trump favors fossil fuels [7][9] - Maintaining a non-hostile relationship with Musk is seen as essential for Trump, especially with upcoming elections and the need for political stability [9][11] Group 4: Future Implications - The dynamics between Trump and Musk will significantly impact the future trajectory of AI development in the U.S., with potential for collaboration or conflict based on their differing interests [12]

Core Viewpoint - The article discusses the evolving dynamics of U.S.-China relations, highlighting the combination of grassroots motivation among the Chinese populace and the strategic stability of the Chinese leadership as key factors that challenge the traditional global order [1][14]. Group 1: Chinese Societal Dynamics - The rise of China is not solely a result of government policies but is significantly driven by the strong upward motivation of the Chinese people, who are educated to believe that knowledge can change their fate [3][16]. - The competitive spirit fostered through rigorous education, such as the national college entrance examination, has produced a large pool of highly skilled technical talent capable of innovation in various high-tech sectors [3][5]. Group 2: Technological Advancements - China is transitioning from being a manufacturing hub to an innovation powerhouse, particularly in high-tech fields like renewable energy, electric vehicles, and semiconductors, which threatens the U.S.'s historical dominance in technology [5][10]. - The speed at which China is catching up technologically is a significant concern for the U.S., as it risks losing its monopolistic advantages in the global value chain [6][10]. Group 3: Strategic Stability of Chinese Leadership - The Chinese leadership's long-term strategic planning, exemplified by clear five-year plans, contrasts sharply with the political instability and uncertainty in the U.S. [8][12]. - China's ability to maintain a consistent policy direction over decades has resulted in a stable governance model that the U.S. finds difficult to replicate [12][16]. Group 4: U.S. Response and Challenges - The U.S. has attempted to maintain its global position through trade wars and technological restrictions, but these measures have led to domestic inflation and challenges in reviving its manufacturing sector [10][12]. - The increasing political division within the U.S. complicates its ability to respond effectively to the rising influence of China, raising questions about whether the U.S. has missed its strategic opportunity [12][16].

近日，首届摩洛哥电动车及储能展在"北非明珠"卡萨布兰卡举行。江苏省贸促会作为联合主办方之一， 组织了来自无锡、徐州、苏州、常州、宿迁、连云港、盐城、镇江等地的30家企业，与来自全球10多个 国家和地区的200余家展商一道，围绕产品展示、技术交流、商贸合作，共探电动车行业发展新机遇。 展会吸引了来自美国、德国、韩国等20多个国家和地区的1.5万余名采购商和专业观众。 为帮助企业有效应对出海过程中的风险挑战，江苏省贸促会在展会现场专门设立知识产权和法律服务工 作站，组织专业团队为企业提供商标注册、专利布局、贸易政策咨询、商事纠纷调解等专项法律服务， 发放《江苏新能（603693）源行业国际化经营合规指南》等宣传资料。现场指导企业就"商标在摩洛哥 被抢注"问题及时提起异议，详细解答企业在摩洛哥注册公司的疑问并推送相关政策法规。同时，通过 走访了解企业在海外知识产权保护方面的实际需求，提供针对性的法律意见，指导企业在当地完成欧盟 EEC认证，合规开展后续销售上牌等事项，帮助江苏企业规避北非市场法律风险，保障海外业务合规推 进。 展会期间，江苏企业与当地及全球伙伴达成多项合作：苏州智合酷创携直流快充桩、充电运营管理系统 ...

Market Overview - The market consensus indicates a rebound from oversold conditions, with the Nasdaq rising 2.69% overnight, leading to a 0.69% increase in Hong Kong stocks at the close [1] US-China Relations - A surprising positive and constructive phone call occurred between US President Trump and Chinese President, discussing various topics including the Russia-Ukraine situation and agricultural products [2] - Trump has accepted an invitation to visit China in April next year, indicating a desire for improved relations ahead of the midterm elections [2] Lithium Industry - Longpan Technology announced a contract exceeding 450 billion yuan with subsidiaries, significantly surpassing the previous estimate of over 50 billion yuan, resulting in a nearly 23% surge in its stock [3] - Related companies such as Tianqi Lithium and Ganfeng Lithium also saw stock increases of nearly 5% and over 3%, respectively [3] AI Sector - Google aims to double its AI computing power every six months and achieve a 1000-fold increase in the next 4-5 years to meet rising demand [3] - Meta Platforms is reportedly considering a multi-billion dollar acquisition of Google's TPU for data center development, contributing to Google's stock rise of 6.31% [3] Hardware Sector - Changfei Optical Fiber's components business has become a strong growth point, benefiting from North American AI data center construction, with a stock increase of nearly 13% [4] - Baidu's revenue from Kunlun chips is expected to grow significantly, with projections showing a sixfold increase from 2025 to 2026 [4] Healthcare Sector - There has been a significant increase in flu antiviral drug purchases, with sales of certain medications rising over 14 times compared to October [6] - Companies like Alibaba Health and Shandong Xinhua Pharmaceutical saw stock increases of over 4% and 7%, respectively [6] Electric Vehicle Market - European electric vehicle sales surged, with plug-in hybrid sales up 40% and pure electric vehicles nearly 33% [7] - BYD's sales more than doubled, while other companies like NIO and XPeng are expanding into new markets [7] Huawei Product Launch - Huawei launched the Mate 80 series and Mate X7, showcasing significant performance improvements over previous models, which is expected to attract market interest [8] Zhongtong Express - Zhongtong Express reported strong growth in its parcel business, with a revenue increase of 11.1% year-on-year for Q3 2025 [9][10] - The company is expanding its operations with a new smart operations center and has implemented advanced delivery technologies to enhance efficiency [10]

以下文章来源于i黑马 ，作者i黑马 i黑马 . 让创业者不再孤独@i黑马 我投过不少项目，小牛电动最让我刻骨铭心。 这不仅是 200倍回报的成功案例 ，更是一段从患难与共到并肩登顶的修行。 2014年夏天，明势资本的创始人黄明明给我打电话，说有个能颠覆电动车行业的团队要见我。 在中关村的一家咖啡馆里，我见到了 李一男和胡依林。 一男是行业里公认的技术大牛， 依林 带着他手绘的电动车设计图。 吴世春 梅花创投合伙人、黑马加速导师 聊了不到半小时，我就断定，这事能成。 当时的电动车市场，多主攻低端市场，噪音大，续航短。 但我坚决反对，好产品就得配好价格。 用松下电池、博世电机，把续航做到行业第一， 3999元的定价才能立住高端定位。 我还跟他们说，初期可以亏着卖，靠规模效应打穿成本。 这是互联网产品的成功逻辑，在电动车行业同样适用。 2015年6月，小牛 N1的众筹，最终筹得7200万，刷新了国内纪录。 可谁也没想到，产品发布才一天，一男就因涉嫌内幕交易被刑拘。 而他们想做的智能高端电动车，正好击中了消费升级的痛点。 这不就是下一个小米的机会吗？ 我 当场就拍板，梅花创投投 500万 ，占10%股份，我要做他们最 ...