2025.05. 26 本文字数：327，阅读时长大约1分钟 据参考消息援引外媒报道，美国芯片巨头英伟达据报将为中国市场推出一款基于Blackwell架构的人 工智能（AI）芯片，售价将大幅低于先前的H20芯片，预计最快于6月开始量产。 报道称，这款采用最新一代Blackwell架构的AI处理器，预计售价介于6500美元至8000美元之间，明 显低于H20的定价。较低的售价通常意味着芯片规格相对较弱，制造工艺也更为简化。 报道称， 这将是英伟达第三次为中国市场推出符合美国监管要求的降级版芯片。 美国政府日前禁止 英伟达向中国销售基于Hopper架构的H20芯片。 知情人士称，英伟达曾考虑再为中国市场开发一款H20的降级版，但英伟达首席执行官黄仁勋此前坦 言，H20所采用的Hopper架构已无法在当前美国出口限制下继续修改。 微信编辑 | 七三 推荐阅读 被私域直播暴利围猎的老年人 ...

Domestic News - Beijing will allocate 118,400 family new energy vehicle quotas on May 26, with 340,172 families applying for them [2] - Shenzhen's multi-modal transport national logistics hub steel structure has been completed, enhancing the city's logistics capabilities and supporting the Belt and Road Initiative [3] - In the first four months of 2025, China exported 2.16 million vehicles, a year-on-year increase of 15%, with April exports reaching 620,000 units, up 12% year-on-year and 36% month-on-month [4] International News - A study indicates that increased U.S. tariffs on EU imports could lead to a loss of €250 billion for Germany by 2028, with potential cumulative losses of €200 billion from 2025 to 2028 [5] - The EU's battery supply chain due diligence and carbon footprint reporting have been postponed, providing Chinese lithium battery companies with additional time for exports to Europe [6] - Nvidia plans to launch a new AI chip for the Chinese market, priced significantly lower than the previous H20 chip, with production expected to start in June [7] Corporate News - GAC Group has launched its "Brazil Action" plan, introducing five new energy models in Brazil as part of its global strategy [10] - XPeng Motors announced that its MONA M03 Max model will be launched and delivered on May 28, with a starting price of 155,800 yuan [11] - Lotus Cars revealed the pricing for its ELETRE SUV, starting at 548,000 yuan [12] - China Automotive Engineering Research Institute and Huawei's subsidiary signed a strategic cooperation agreement to promote smart upgrades in the automotive industry [13] - Sinopec and CATL signed a project agreement to build at least 500 battery swap stations this year, aiming for a total of 10,000 stations in the future [14]

Group 1 - Geely's chairman Li Shufu stated that almost all new car manufacturers are poaching talent from Geely, emphasizing that without Geely's trained personnel, they cannot produce vehicles [4] - Geely has focused on acquiring global automotive companies to learn advanced technologies and attract top talent, which has helped maintain its competitive edge in the market [4] - The acquisition of Volvo was specifically aimed at learning about safety technology, enhancing Geely's design and research capabilities [4] Group 2 - A strategic merger has been announced between two leading Chinese computing companies, Sugon and Haiguang Information, marking the first major merger under the revised regulations for listed companies [6] - Sugon, a major player in high-end computing and data center products, is the largest shareholder of Haiguang Information, holding 27.96% of its shares [6] - The merger is expected to enhance the capabilities of both companies in the semiconductor industry, particularly in high-end CPU and processing technologies [6] Group 3 - Alibaba's chairman, Daniel Zhang, expressed that the company has returned to a stable trajectory after facing numerous challenges over the past five years, focusing on e-commerce, cloud computing, and AI integration [7] - Zhang emphasized the importance of young professionals choosing the right mentors over job titles, highlighting the value of learning from experienced leaders [7] Group 4 - The European Union plans to impose a €2 tax on low-value packages, primarily affecting imports from China, which could significantly impact platforms like Temu and Shein [10] - This new regulation is expected to increase operational costs and require adjustments in business models for affected e-commerce platforms [10] Group 5 - JD's 7Fresh has set a goal to achieve the highest price competitiveness in the industry, planning to reduce prices by nearly 20% during the upcoming 618 shopping festival [12] - The company aims to enhance product quality while maintaining competitive pricing through supply chain optimization [12] Group 6 - BYD's electric vehicle sales in Europe reached 7,231 units in April, a 169% year-on-year increase, surpassing Tesla for the first time and entering the top ten brands in local sales [16]

Regulatory Developments - The National Financial Supervision Administration is seeking public opinions on the draft management measures for information disclosure of asset management products by banking and insurance institutions, aiming to standardize disclosure practices and enhance investor protection [1] - The State Administration for Market Regulation has drafted the "Guidelines for Compliance of Charging Behavior of Online Trading Platforms" to regulate commission, service fees, and other charges, ensuring fair practices and protecting the rights of platform operators [2] Technology and Innovation - Shenzhen Kaihong Digital Industry Development Co., Ltd. launched the first open-source Harmony-based robot operating system, M-Robots OS, with plans to release a series of smart robots within three months, focusing on developer engagement and ecosystem expansion [3] - The first batch of 26 new floating rate funds has been registered by the China Securities Regulatory Commission, expected to be available for investors soon, with a tiered fee structure to simplify understanding for investors [4] Market Movements - Nvidia is reportedly launching a new AI chip for the Chinese market based on the Blackwell architecture, priced significantly lower than the previous H20 chip, with production expected to start in June [5] - A strategic merger is being planned between China Science and Technology's Huagong Information and Zhongke Shuguang, aiming to enhance domestic computing power capabilities [6] International Trade - U.S. President Trump threatened to impose a 50% tariff on EU goods starting June 1, leading to strong discontent from the EU and raising concerns about escalating trade tensions [7] - Trump announced a 25% tariff on mobile manufacturers not producing in the U.S., specifically targeting companies like Samsung and Apple, with exemptions for those establishing U.S. manufacturing [8] Industry Strategies - The State Council approved the "Green and Low-Carbon Development Action Plan for Manufacturing Industry (2025-2027)," emphasizing the need for green technology innovation and the transformation of traditional industries [10] - The successful commercial operation of the "Taihang 2" pure hydrogen gas turbine marks a significant milestone in the development of hydrogen energy technology in China [11]

Group 1 - Nvidia is set to launch a new AI chip based on the Blackwell architecture for the Chinese market, with a price range between $6,500 and $8,000, significantly lower than the previous H20 chip [1] - The lower price point may indicate weaker specifications and simplified manufacturing processes, potentially affecting its competitiveness in China [1] - This launch marks Nvidia's third downgraded chip for China, driven by U.S. export restrictions on high-end chips to maintain its lead in the AI race [2] Group 2 - Nvidia's CEO Jensen Huang emphasized the importance of the Chinese AI market, predicting it could reach $50 billion in the next two to three years, and warned that missing out on this market would be a significant loss [2] - The company faces a projected loss of approximately $5.5 billion due to the new export restrictions that require licenses for future chip exports to China [2] - Nvidia has adjusted its technology standards to guide the development of modified chips, which may lead to significant performance downgrades compared to the original H20, impacting its competitiveness against domestic Chinese chips [3] Group 3 - As of January 26, the Chinese market contributed about $17 billion to Nvidia's revenue, accounting for 13% of total sales [3] - Major Chinese tech companies, including ByteDance, Alibaba, and Tencent, have ordered over $16 billion worth of H20 AI chips in the first three months of the year, raising questions about the appeal of the downgraded version [3]