乘联分会：1-10月皮卡市场销售48.1万辆，同比增长11.4% 乘联分会：11月1-23日全国乘用车市场零售138.4万辆，同比下降11% 乘联分会公布数据显示，11月1-23日，全国乘用车市场零售138.4万辆，同比去年11月同期下降11%，较 上月同期下降2%，今年以来累计零售2064万辆，同比增长6%；11月1-23日，全国乘用车厂商批发169万 辆，同比去年11月同期下降8%，较上月同期增长8%，今年以来累计批发2546.4万辆，同比增长11%。 11月26日，特斯拉副总裁陶琳发文表示：无论是美国、中国还是欧洲，特斯拉全球各生产基地的供应商 选择都采用同样严格、客观的标准，完全基于质量、总成本、技术能力成熟度以及长期供货的连续性， 供应商的原产国或地理来源不构成排除性标准。 乘联分会公布数据显示，2025年10月份皮卡市场销售为4.8万辆，同比增长12%，环比增长5.5%，处于 近5年的中高位水平。2025年1-10月份皮卡市场销售48.1万辆，同比增长11.4%。2025年10月份皮卡生产 为4.8万辆，同比增长12.3%。2025年1-10月份皮卡市场生产47.5万辆，同比2024年1-10月增 ...

报道称，尽管欧洲拥有世界上最严格的数据保护法规和安全标准之一，但中国自动驾驶技术公司正积极 进军欧洲市场，而美国市场的限制也促使相关中企加大拓展欧洲市场的力度。上个月，美国网约车平台 优步和中国自动驾驶汽车初创公司初速度科技宣布，他们将于明年在德国开始测试无人驾驶出租车。美 国打车应用"来福车"也宣布与中国百度达成协议，将于明年在欧洲部署无人驾驶出租车，首先从德国和 英国开始。 德国《时代周报》日前提到，欧盟委员会主席冯德莱恩10月在意大利的一次活动中呼吁发起一项全欧洲 范围的自动驾驶汽车研发计划，推进自动驾驶技术发展。她表示，人工智能可以帮助重振欧洲举步维艰 的汽车产业，并提高道路安全程度。 【环球时报驻德国特约记者 青木】据欧洲新闻电视台25日报道，爱沙尼亚网约车平台Bolt24日宣布，该 公司将与中国自动驾驶技术公司小马智行合作。该媒体认为，这将加速欧洲自动驾驶出租车布局。 根据Bolt公布的合作内容，该公司将把中企相关自动驾驶技术整合到其网约车系统中，以助力其扩大自 动驾驶技术的规模。Bolt方面表示，双方的合作初期将优先进行实际道路测试、安全验证和用户体验设 计，之后才会推出完全自动驾驶服务。该公司 ...

近年来，技术的快速发展及其对劳动力的替代以一种迅雷不及掩耳之势侵入我们的生活世界。一些技术以"提供便捷服务"为名，悄然渗透进我们的日常， 如餐馆扫码点餐、超市自助收银、银行自助业务办理。另一些技术则似乎横空出世，其对工作的冲击和对工作、消费方式的改变可谓是天翻地覆，例如 ChatGPT 和其他人工智能大语言模型以及近年来在各大城市街头冒出来的无人驾驶出租车(Robotaxi)。 还有一些技术，如工业机器人和数控机床，虽远离大众视野，却在工厂里逐渐取代工人，成为生产的核心力量，高效且夜以继日地生产着我们生活所需的 各种消费品。这些现象无不揭示着一个事实：我们正加速迈入自动化与机器人时代，工作与生活方式也必将被其改写。 "像自动化机器代替人，可以保证质量嘛，这一块的话肯定是控制了。比如人烧焊的话，他可能会有某种情绪，可能会影响到这个工作。" "每天上班，只要把料放好，机器就自己做了，就这样。" 这些来自工厂的声音，标志着一个属于机器的时代正在来临。自动化不仅改写了工厂的节奏，也正在重塑我们每一个人的生活方式。明明只是 协助生产的机器，却逐渐使人类退至辅助者的角色。人们开始相信——机器无所不能，甚至比人类更优越。 ...

10月28日，《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》（以下简称《建议》）正式发布。 与"十四五"规划建议相比，"十五五"规划建议将"建设现代化产业体系"摆在更加突出的位置，这背后有何考量？遴选量子科技、 生物制造等六大产业的底层逻辑是什么？"未来10年将再造一个中国高技术产业"意味着什么？"人工智能"出现8次，反映出怎样 的导向？ 带着这些关乎经济发展全局的关键问题，近日，《每日经济新闻》记者（以下简称NBD）专访了十四届全国政协委员、中国社 科院经济研究所原所长黄群慧。 黄群慧深耕产业经济领域多年，身兼国家制造强国建设战略咨询委员会委员，国务院反垄断委员会专家咨询组成员等职，并连 续担任"十四五""十五五"国家发展规划专家委员会委员，对中国产业发展的底层逻辑与现实路径有着深刻洞察。 在采访中，他强调指出，在推动人工智能技术发展同时，不容忽视其就业替代与收入极化效应，技术创新的社会政策必须纳入 考量范围。 "建设现代化产业体系"为战略任务首位，有三方面现实考量 NBD：与"十四五"规划建议相比，"十五五"规划建议把"建设现代化产业体系，巩固壮大实体经济根基"摆在更突出的位置，您 认为这一 ...

Core Insights - The 20th China Economic Forum was held in Guangzhou, focusing on promoting Chinese-style modernization and high-level opening-up [1] Group 1: Manufacturing Industry - By the end of the 14th Five-Year Plan, China's manufacturing industry accounted for over 30% of the global share, making it the third country to reach this milestone after the UK and the US [3] - China has shed the label of being "large but not strong" in manufacturing, leading in five out of the ten most important manufacturing sectors and keeping pace in the other five [5] - Despite significant progress, the manufacturing sector still faces three major issues: high energy consumption, low profits, and low total factor productivity, which need to be addressed through the development of new quality productivity [5] Group 2: Strategic Emerging Industries - Investment in strategic emerging industries such as new energy, new materials, biomedicine, high-end equipment, and artificial intelligence is projected to attract at least 100 trillion yuan from the 15th Five-Year Plan until 2040 [5] - Guangdong has established nine trillion-level industrial clusters, including new-generation electronic information and advanced materials industries, with emerging industries like AI and autonomous driving rapidly developing [5][7] Group 3: Service Trade and Economic Development - The average growth rate of China's productive service industry during the 14th Five-Year Plan was around 12%, nearly three times the GDP growth rate [11] - China's service trade has become the second largest globally, with significant potential for growth as it has maintained a long-term trade deficit in this sector [11] - The Guangdong-Hong Kong-Macao Greater Bay Area is positioned as a key area for expanding service trade and exploring institutional openness [13][16] Group 4: Future Economic Outlook - The Greater Bay Area is expected to become the world's largest economic and innovation center by 2035 if the 11 cities within it further integrate [16] - The 15th Five-Year Plan is seen as a strategic opportunity for Chinese companies to transition from "Chinese leaders" to "global giants" [13]

Group 1: Sports and Events - The 15th National Games features multiple sports such as swimming, boxing, and equestrian events held in Shenzhen, which is recognized as a "City of Events" [1] - Shenzhen has hosted various significant sports events, including the Asian Cup for table tennis and women's basketball, as well as the National Swimming Championships and the China Badminton Masters [1] Group 2: Smart Sports Facilities - Shenzhen is home to over 1,300 parks, with the first municipal sports park, Banjia Mountain Park, showcasing a blend of beautiful environment and advanced technology [4] - The city has implemented "smart running tracks" equipped with intelligent recognition poles that capture runners' data, including speed and heart rate, providing personalized exercise reports through AI analysis [6][7] Group 3: Innovation and Entrepreneurship - Shenzhen's Innovation and Entrepreneurship Academy supports over 1,200 tech entrepreneurs, leading to the development of more than 90 projects in fields like sports technology and smart home [18] - The academy provides a comprehensive platform for product design, mass production, and brand channel development, empowering innovative ideas [10] Group 4: Electric and Autonomous Vehicles - The development of electric smart jet skis is underway, featuring innovations like electric propulsion and smart docking systems, with plans for mass production [12][16] - Shenzhen has established a unified regulatory platform for smart connected vehicles, with over 2,400 companies in the industry, including around 1,400 related to autonomous driving, making it the largest in China [26] Group 5: Cross-Border Collaboration - Hong Kong and Shenzhen have initiated the first cross-border vehicle networking testing environment, enhancing the integration of smart transportation technologies [26][28] - The ongoing development of autonomous driving projects in Hong Kong, including a large-scale autonomous transport system at the Hong Kong International Airport, aims to facilitate seamless travel across the Greater Bay Area [26]

Core Points - Tesla shareholders approved a historic compensation plan for CEO Elon Musk, valued at up to $1 trillion, with over 75% voting in favor, ending years of debate over Musk's pay [1][3][12] - The plan sets ambitious targets for Tesla, including a market valuation exceeding $8.5 trillion and a profit margin of $400 billion, alongside four key product goals [3][4][15] - The approval reflects a strong alignment of interests between Tesla shareholders and Musk, emphasizing Musk's critical role in the company's success [8][12][14] Summary by Sections Compensation Plan - The compensation plan is designed to elevate Musk's stake in Tesla to 25% over the next decade, contingent on achieving specific performance targets [3][4] - Achieving the full $1 trillion in compensation requires meeting six challenging goals, including significant increases in market valuation and product delivery [3][4][15] Market Valuation and Profit Goals - The plan's market valuation target of $8.5 trillion is significantly higher than Tesla's current valuation of approximately $1.5 trillion, indicating a sixfold increase is necessary [4][15] - The profit target of $400 billion is unprecedented, as even leading tech companies like Apple and Google report annual profits in the hundreds of billions [4][5] Shareholder Support and Concerns - Despite initial resistance from some institutional investors, the overwhelming support for the plan indicates strong confidence in Musk's leadership and vision for Tesla [8][9] - The plan's approval is seen as a strategic move to retain Musk's focus on Tesla amid his involvement in multiple ventures [8][10] Historical Context - This new plan is an upgrade from a previous 2018 compensation plan, which Musk successfully met, demonstrating his capability to achieve ambitious targets [13][15] - The current plan's scale and requirements are unprecedented, reflecting Musk's reputation for tackling seemingly impossible challenges [15][16]

Group 1 - The 15th National Games serves as a platform showcasing the brand strength of the Guangdong-Hong Kong-Macao Greater Bay Area, highlighting the new connotation of "Chinese brands" through various products and services [1] - Dongguan has developed into the largest toy export base in China, integrating "trendy toys" with sports, while Huizhou is establishing itself as a hub for outdoor sports in South China, with nearly 500 large sports manufacturing enterprises [2] - The event has significantly enhanced the confidence and influence of brands in the Greater Bay Area, with companies leveraging their roles as official merchandise producers to expand into international markets [2] Group 2 - Guangdong Telecom provided a high-reliability, high-bandwidth network for the event, enhancing the experience for thousands of spectators with features like "seamless authentication" and "cross-venue roaming" [2] - The use of advanced technology, such as fiber-optic sensing on the digital track, allows coaches to accurately measure athletes' performance metrics, contributing to improved training methods [2] - Companies like Guangzhou's WeRide are showcasing innovations in autonomous driving, enhancing transportation services during the event and aiming to contribute further to smart mobility solutions [1][2]

Core Viewpoint - The article discusses the recent approval of Elon Musk's unprecedented $1 trillion compensation plan by Tesla shareholders, highlighting the implications for the company's future and Musk's influence over its direction [7][10][19]. Group 1: Compensation Plan Details - Tesla shareholders voted to approve a compensation plan for Musk that could reach $1 trillion, significantly higher than the previously proposed $50 billion for 2024 [7][9]. - The plan requires Musk to increase Tesla's market value from $1.5 trillion to $8.5 trillion over the next decade, along with ambitious targets for vehicle production and autonomous driving services [7][12]. - Despite concerns from governance experts regarding the fairness of the compensation structure, over 75% of shareholders supported the plan [7][10]. Group 2: Shareholder Dynamics - The approval of Musk's compensation plan was largely supported by retail investors, with over 38% of retail shares participating in the vote [17]. - Institutional investors, including the Norwegian sovereign wealth fund and various public pension funds, expressed opposition to the plan [17]. - The article notes that Tesla's market behavior is heavily influenced by Musk's persona rather than traditional financial metrics, making it a unique case in corporate governance [17]. Group 3: Future Challenges and Market Reaction - The article raises concerns about Tesla's aging product line and increasing competition, alongside the potential loss of federal electric vehicle tax credits [13][17]. - Following the shareholder vote, Tesla's stock price fell by 3.5%, indicating market skepticism about the company's future plans and Musk's ability to deliver on the ambitious targets set forth in the compensation plan [19].

Core Viewpoint - The approval of Elon Musk's $1 trillion compensation plan by over 75% of Tesla shareholders reflects a bet on Musk's ability to transform Tesla into a leader in AI and robotics over the next decade, rather than merely a retention strategy for shareholders [2][3]. Compensation Plan Overview - The proposed compensation plan involves a total of 423,743,904 shares of Tesla's common stock, representing 12% of the adjusted share count, divided into 12 tranches [9][10]. - The preliminary aggregate fair value estimate of the 2025 CEO Performance Award is $87.75 billion [9]. Market and Operational Targets - The first market target is to increase Tesla's market value from approximately $1.4 trillion to $2 trillion, with subsequent targets increasing by $500 billion each, culminating in a total market value of $8.5 trillion [11][12]. - Operational goals include delivering 20 million Tesla vehicles, achieving 10 million active FSD (Full Self-Driving) subscriptions, and delivering 1 million robots [14][15][17]. Challenges and Historical Context - Achieving these targets requires Tesla to significantly ramp up production, as the company delivered only 720,000 vehicles last year [20]. - This is not the first time Tesla has proposed a high-value compensation plan for Musk; a previous plan in 2018 aimed for a $560 billion payout, which faced legal challenges but ultimately saw a significant increase in Tesla's market value [27][28]. Shareholder Dynamics - The compensation plan reflects a complex relationship between Musk and Tesla, where his influence is deemed crucial despite the company's recent struggles [33][35]. - While many retail investors support Musk, some institutional investors, including Norway's sovereign wealth fund, opposed the plan, indicating a divide among shareholders [36]. Conclusion - The $1 trillion compensation plan is seen as a high-stakes gamble by Tesla's shareholders, betting on Musk's ability to achieve unprecedented growth and innovation within the company [36][37].