Core Insights - The AI cloud market in China is experiencing significant growth, with a notable increase in advertising from major cloud service providers at airports in cities like Beijing, Shanghai, Shenzhen, and Hangzhou [1][2] Market Growth - According to IDC, the volume of large model calls in China's public cloud is expected to grow nearly 400% by the first half of 2025 [2][19] - Omdia predicts a 148% growth in the AI cloud market in China by 2025 [2] Market Leaders - Alibaba Cloud holds the largest market share in the AI cloud sector at 35.8%, followed by Volcano Engine at 14.8%, Huawei Cloud at 13.1%, and Tencent Cloud at 7% [8] - Volcano Engine has rapidly risen to become a challenger in the market, leveraging its MaaS growth [2][12] Advertising Claims - Alibaba Cloud claims to lead the AI cloud market, stating its share exceeds the combined total of the second to fourth players [4] - Volcano Engine asserts it holds a 46.4% share of the public cloud large model market [4][11] Statistical Discrepancies - The differing claims of market leadership stem from varying statistical methodologies used in reports by Omdia and IDC [5][12] - Omdia's report includes a comprehensive revenue model (IaaS, PaaS, and MaaS), while IDC focuses solely on external customer token usage in the MaaS layer [11][12] Competitive Dynamics - The competitive landscape is influenced by the aggressive pricing strategies initiated by DeepSeek, which has led to a significant price reduction in large model services [17][18] - DeepSeek's pricing adjustments have prompted other major players like ByteDance, Alibaba, Baidu, and Tencent to follow suit, resulting in a price war in the large model market [17][18] Future Projections - IDC forecasts that the market for generative AI software in China will continue to grow rapidly, potentially reaching 48.24 billion RMB by 2028 [21] - Omdia anticipates a compound annual growth rate (CAGR) of 26.8% for the AI cloud market from 2025 to 2030, with the MaaS layer expected to grow at a CAGR exceeding 72% [22]

文｜象先志 如果是以吃瓜角度看，第一个自称是"安卓平台"的，应该是阿里云。 在上周召开的云栖大会上，「象先志」印象最深的是，要把自己做成AI+云的安卓。自户晨风被封以来，这可能是"安卓"这个词又一次大规模进入人们的 视野，有趣的是，吴泳铭居然自己给阿里贴了一个"安卓平台"的标签，哪怕在两周之前，这个说法都会被狠狠解读。 这当然是一次理性的自我标签化，毕竟"安卓""苹果"确实从来都和褒贬无关，只是技术路线与商业策略落入市场后的投影。 想成为安卓平台的阿里，如果可以真的让自己实现"安卓化"战略目标，能够在 AI 这条赛道能够望其项背者，将寥寥几无矣。 云+ AI 是否能构成"安卓"VS"苹果"的格局，其实已经初见端倪。 全栈服务商，吴泳铭要把朋友搞多 从2025年初的 A 股的 "deepseek时刻"吹响 2025 年牛市的号角，到年中的"寒王"股价一骑绝尘，延伸到"易中天"们让无数老股民拍断大腿，科技行业已经 非常确定的成为发展的一个重要锚点。 看似"城头变化大王旗"，实际内在的叙事从未变过——属于中国的 AI 时刻已经开始了。 是科技火了吗？ 是资本市场发现增长的逻辑更加明确，以 AI+ 云为核心的增长逻辑 ...

如果是以吃瓜角度看，第一个自称是"安卓平台"的，应该是阿里云。 在上周召开的云栖大会上，「象先志」印象最深的是，要把自己做成AI+云的安卓。自户晨风被封以来，这可能是"安卓"这个词又一次大规模进入人们的 视野，有趣的是，吴泳铭居然自己给阿里贴了一个"安卓平台"的标签，哪怕在两周之前，这个说法都会被狠狠解读。 这当然是一次理性的自我标签化，毕竟"安卓""苹果"确实从来都和褒贬无关，只是技术路线与商业策略落入市场后的投影。 想成为安卓平台的阿里，如果可以真的让自己实现"安卓化"战略目标，能够在 AI 这条赛道能够望其项背者，将寥寥几无矣。 全栈服务商，吴泳铭要把朋友搞多 从2025年初的 A 股的 "deepseek时刻"吹响 2025 年牛市的号角，到年中的"寒王"股价一骑绝尘，延伸到"易中天"们让无数老股民拍断大腿，科技行业已经 非常确定的成为发展的一个重要锚点。 看似"城头变化大王旗"，实际内在的叙事从未变过——属于中国的 AI 时刻已经开始了。 是科技火了吗？ 是资本市场发现增长的逻辑更加明确，以 AI+ 云为核心的增长逻辑确定性已经拉满。几乎所有发展都基于这组核心。 未来几十年的机遇一定属于 AI，这毫 ...

Group 1: E-commerce Innovations - Alibaba's 1688 platform is set to launch the world's first cross-border e-commerce AI agent named "Ao Xia," which will reduce product selection time from days to minutes by using visual recognition and semantic analysis [2] - Taobao is investing 1 billion yuan in marketing subsidies for its Double 11 event, aiming to help 100,000 merchants double their overseas sales, with a focus on 20 countries and regions [2] - Poland's e-commerce market is projected to reach 35.2 billion euros (approximately 294.39 billion yuan) in 2024, with cross-border e-commerce transactions accounting for nearly 20% of total online sales [9] Group 2: Market Expansion and New Store Openings - Bawang Chaji has opened its largest "super tea warehouse" in Hong Kong, marking its seventh store in the region, with plans for more openings in the coming months [3] - Cha Baidao has opened its first store in Paris, achieving nearly 500,000 yuan in sales in its first week, with plans for additional locations [4] - Yadi Group is set to enter the Japanese market with electric two-wheelers priced around 210,000 yen, significantly cheaper than local brands [6] Group 3: Strategic Partnerships and Collaborations - YTO Airlines has partnered with Freightos WebCargo, becoming the first private all-cargo airline in China to join the platform, enhancing digital booking and payment services for over 25,000 freight forwarding companies [5] - ByteDance and Mercedes-Benz have announced a strategic partnership covering various fields, including smart driving and digital marketing [5] - UBTECH and Yunzhihui Technology have signed a global strategic cooperation agreement to promote humanoid robots in China and globally [6] Group 4: Financing and Investment Activities - Xingmai Innovation has completed a 1 billion yuan A+ round of financing to enhance technology development and expand overseas markets, with products now available in 38 countries [7] - Haiguo Tuzhi Research Institute has secured nearly 10 million yuan in angel round financing for its solar energy storage vehicle project, which has already received initial orders in Bangladesh [8] - Resai Intelligent has completed a multi-million Pre-B round financing to expand its 3D printing solutions for dental applications [9]

北京秋意渐浓，但车企加速智能化转型的热度不减。 9月23日，梅赛德斯-奔驰（以下简称奔驰）集团股份公司董事会成员、负责大中华区业务的佟欧福和北 京字节跳动董事长张利东并肩而立，签署了升级战略合作备忘录。 "我们正在各个业务领域大力推进以前沿AI（人工智能）技术赋能的数智化发展，很荣幸与领军的科技 企业字节跳动集团升级战略合作，进一步推进AI技术在汽车领域的跨业务融合与应用。未来，我们将 一道推动汽车智能化和AI应用的创新发展，以'奔驰标准'为基础，用'中国速度'为中国客户打造不断升 级的数字豪华新体验。"佟欧福表示。 这场被奔驰称为"顶峰相遇"的合作，或重新定义智能化时代汽车产业的分工模式。 根据奔驰官方披露的细节，双方将共同推动AI技术的跨业务融合，提速AI技术的深度融合及创新应 用。值得一提的是，双方合作将覆盖智能驾驶、座舱、研发、营销等全业务链，无论广度还是深度，在 此前的汽车行业中均不多见。 但外界同时也有不解，当"接入DeepSeek"成为车圈共识，为何奔驰选择了字节跳动？在智能化转型的关 键节点，百年车企与科技新贵的这场"联姻"，究竟是短期市场策略还是长期战略布局？更值得深思的 是，在宝马聚焦智能 ...

Core Viewpoint - The collaboration between Mercedes-Benz and ByteDance marks a significant step for international car manufacturers in achieving intelligent transformation in China, focusing on smart cockpit and driving assistance technologies [4][5][7]. Group 1: Collaboration Details - The strategic cooperation will encompass the entire business process of Mercedes-Benz in China, from R&D to marketing and service [5][6]. - ByteDance will support Mercedes-Benz in developing smart cockpit features, intelligent driving assistance, digital marketing, and customer operations using core technologies like the Doubao model and AI cloud-native algorithms [4][5]. Group 2: Smart Cockpit Enhancements - The new models equipped with the Doubao model will feature a significantly improved voice assistant that allows for more natural interactions, enhancing user experience [5][6]. - The system's interaction smoothness has improved by 50%, providing near-instantaneous responses to user commands and recognizing four different emotional states of passengers for tailored interactions [5][6]. Group 3: Driving Assistance and R&D - The collaboration will also focus on localizing driving assistance algorithms, with support from partners like Volcano Engine to ensure compliance with Chinese data security regulations [6][7]. - Mercedes-Benz's R&D team in China will leverage AI and data analytics to enhance overall efficiency and communication within the team [6]. Group 4: Strategic Importance for Both Companies - For Mercedes-Benz, this partnership is a strategic move to strengthen its R&D capabilities in China, coinciding with the 20th anniversary of its local R&D team [6][9]. - For ByteDance, collaborating with a prestigious brand like Mercedes-Benz enhances its credibility in the automotive sector and showcases the capabilities of its technology [9][10]. Group 5: Market Position of Volcano Engine - Volcano Engine has established itself as a leading public cloud service provider for large models in China, collaborating with major automotive brands to provide comprehensive technological support across various business scenarios [10][14]. - The company has successfully penetrated the automotive industry, partnering with around 80% of mainstream car manufacturers in China, demonstrating its strategic importance in the intelligent development of vehicles [10][14].

Core Insights - Mercedes-Benz and Momenta are set to launch a new urban and highway navigation assistance system (Level 2) that will first be featured in the upcoming all-electric CLA model, designed to meet stringent safety, comfort, and efficiency standards while addressing the needs of Chinese customers [2] - The system will cover highway, urban, and parking scenarios, enabling intelligent driving assistance from parking space to parking space, with plans for expansion to more Mercedes-Benz models in the future [2] - The development of the system utilizes local Chinese data and incorporates experienced driver inputs to ensure it aligns with local customer needs, adhering to Mercedes-Benz's rigorous testing standards [3] Collaboration and AI Integration - On September 23, Mercedes-Benz (China) signed a strategic cooperation memorandum with Beijing Zhitiao Network Technology Co., Ltd. to promote the integration of AI technology across business sectors, marking an upgrade in their collaboration following a previous partnership with Volcano Engine in 2023 [6] - The all-new electric CLA will be the first Mercedes-Benz model to feature the Doubao large model, enhancing the virtual assistant's capabilities with faster responses, extensive knowledge, and emotional recognition [6] R&D and Market Position - Over the past 20 years, Mercedes-Benz has deepened its local R&D efforts in China, establishing a comprehensive R&D network outside Germany, with significant investments leading to the creation of an "innovation dual engine" in Beijing and Shanghai [7] - The digital R&D team in China is now the fastest-growing team globally for Mercedes-Benz, taking on more global projects, including the next-generation rear entertainment system and intelligent parking assistance [7] - The company aims to leverage cutting-edge AI technology to enhance digital luxury experiences for Chinese customers, emphasizing a commitment to innovation and responsiveness to local market demands [7]

Core Viewpoint - Mercedes-Benz (China) Investment Co., Ltd. has signed an upgraded strategic cooperation memorandum with ByteDance, marking a significant step in their collaboration to drive AI technology in the automotive industry, with the new electric CLA model featuring ByteDance's Doubao large model set to launch this fall [1][3]. Group 1: Strategic Cooperation - The collaboration between Mercedes-Benz and ByteDance has evolved over three years, transitioning from initial partnerships to a comprehensive cooperation covering the entire business chain [3][6]. - The partnership aims to address the high demand for intelligent features in the Chinese market, with 90% of consumers willing to pay extra for advanced driving services [3][4]. Group 2: Technological Integration - The cooperation focuses on creating a demand response system that transforms intelligent technology from a concept into a tangible user experience, particularly in the smart cockpit domain [4][6]. - Mercedes-Benz will leverage ByteDance's AI capabilities to enhance its smart cockpit, integrating entertainment, navigation, and lifestyle services for a more personalized experience [4][6]. Group 3: Product Launch and Features - The new electric CLA model will utilize the Doubao large model to enhance the virtual assistant's responsiveness and emotional understanding, featuring a range of advanced safety measures and a long-range battery [7][12]. - The CLA model is designed to achieve a range of 866 kilometers and a low energy consumption of 10.9 kWh per 100 kilometers, setting a benchmark for luxury electric vehicles [7]. Group 4: Localization Strategy - The partnership signifies a redefinition of the "value of the Chinese market" for Mercedes-Benz, integrating local technology into its global standards while maintaining safety and quality [9][11]. - Mercedes-Benz has established a comprehensive R&D network in China, enhancing its ability to respond quickly to local consumer needs and accelerating its digital development [11][12]. Group 5: Marketing and Customer Operations - The collaboration extends to digital marketing and customer operations, utilizing ByteDance's capabilities to enhance user insights and create a unified digital marketing matrix [14]. - Mercedes-Benz aims to improve customer experience through precise communication and service delivery, leveraging ByteDance's cloud communication technology [14].

每经记者｜董天意 每经编辑｜余婷婷 北京秋意渐浓，但车企加速智能化转型的热度不减。 9月23日，梅赛德斯-奔驰（以下简称奔驰）集团股份公司董事会成员、负责大中华区业务的佟欧福（Oliver Thöne）和北京字节跳动董事长张利东并肩而 立，签署了升级战略合作备忘录。 "我们正在各个业务领域大力推进以前沿AI（人工智能）技术赋能的数智化发展，很荣幸与领军的科技企业字节跳动集团升级战略合作，进一步推进AI技术 在汽车领域的跨业务融合与应用。未来，我们将一道推动汽车智能化和AI应用的创新发展，以'奔驰标准'为基础、用'中国速度'为中国客户打造不断升级的 数字豪华新体验。" 佟欧福表示。 这场被奔驰称为"顶峰相遇"的合作，或重新定义了智能化时代汽车产业的分工模式。根据官方披露的细节，双方将共同推动AI技术的跨业务融合，提速AI技 术的深度融合及创新应用。值得一提的是，双方合作将覆盖智能驾驶、座舱、研发、营销等全业务链，无论广度和深度，在此前的汽车行业中均不多见。 而这场深度合作能够快速落地，离不开奔驰自研MB.OS操作系统的支撑。这套覆盖从芯片到云端的架构，实现了软硬件解耦的突破性创新。该架构通过分 层设计将车辆功能 ...

今年7月底，市场曾传出"字节跳动筹备豆包汽车"的消息，但火山引擎方面明确回应称"纯属谣言"，并 强调自身并无智驾业务计划。 这一表态清晰表明，字节跳动的汽车战略并非下场造车，而是以技术供应商身份，为车企提供AI、 云、大数据等底层能力。其选择了一条更轻量、更聚焦的路径：以豆包大模型为核心，以火山引擎为出 口，成为智能汽车时代的"AI能力底座"。 9月23日，字节跳动宣布与梅赛德斯-奔驰签署战略合作升级备忘录，双方将在智能座舱、智能辅助驾 驶、智能化研发、数字化营销、客户运营等多个领域展开深度合作。 这标志着字节跳动在汽车领域的布局进一步深化。不过，与此前市场传闻的"字节造车"不同，其正以另 一种方式深入参与汽车产业变革，即不做整车，而是以AI与云服务赋能车企。 据了解，字节跳动与奔驰的合作始于2023年，最初以引入"火山车娱"内容生态为主。2024年，双方合作 扩展至火山引擎提供的AI与大数据能力。而此次战略升级，则从单一功能模块，拓展至全链路AI赋 能。 首款搭载豆包大模型的奔驰纯电CLA车型预计将于今秋上市，届时，字节跳动大模型技术将在豪华车品 牌中实现规模化落地。 值得一提的是，火山引擎目前已服务长安汽 ...