8月25日下午，华为云向记者回应称："本次华为云研发组织调整的目的是，通过软硬协同、架构创新，持续为客户打造更领先、更有价值的云服 务。同时，将更多资源投入到AI产业和算力产业上。"一位华为内部人士告诉记者，对盘古大模型将加大投入，支持各行各业的客户做好自己的大 模型，同时支持大模型用好昇腾，让更多AI应用在昇腾上繁荣起来。他还表示，在整体智能算力云赛道上，华为云将投入更多资源。 马斯克正式起诉Open AI和苹果公司 马斯克旗下人工智能公司xAI当地时间8月25日在美国得克萨斯州联邦法院起诉OpenAI和苹果公司，指控他们非法合谋阻挠人工智能竞争。 （原标题：华为云回应架构调整；英伟达发布机器人开发套件丨新鲜早科技） 21世纪经济报道新质生产力研究院综合报道 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起看看吧。 【巨头风向标】 华为云回应架构调整 谷歌旗下Waymo获得纽约交通局颁发的首张许可证 近日，Alphabet旗下自动驾驶公司Waymo获得纽约市交通局签发的首张无人驾驶测试许可证，将是纽约市首次允许无人驾驶汽车在路上测试。根 据计划，Waymo将 ...

2025 年 8 月 26 日 港股晨报 港股回顾 点，跌幅随即扩大至 247 点，低见 23730 点，其后跌幅 一度收窄至仅 20 点，午后大盘走势偏软，尾盘沽压再 度扩大。截至收盘，恒指收报 23831 点，下跌 145 点或 0.61%；国指收报 9656 点，下跌 47 点或 0.49%，大市 成交进一步减至 827.99 亿。港股通录得净流入资金 4.84 亿，其中港股通(沪)净流入 2.83 亿，港股通(深)净 周一港股延续强势，收盘恒生指数涨 1.94%，报 25829.91 点，刷新阶段新高；恒生科技指数涨 3.14%，报 5825.09 点；恒生中国企业指数涨 1.85%，报 9248.0 点。市场成交额达 3696.98 亿 港元，较前一交易日显著放大。港股通成分股 中，东风集团股份(00489HK)大涨 54.1%，拟私有 化退市并分拆岚图汽车独立上市。 美股市场 1. 美股周一收跌。道指跌 349.27 点，跌幅为 0.77%，报 45282.47 点；纳指跌 47.24 点，跌幅 为 0.22%，报 21449.29 点；标普 500 指数跌 27.59 点，跌幅为 0.43%，报 ...

8月25日，智界及问界秋季新品发布会在成都举行，多款新车集中亮相。智界带来了新款R7与新S7，问 界发布了M8纯电版与新M5年度新色"跃影红"，尚界H5正式开启预订，享界S9T公布上市时间，全新问 界M7则宣布将于9月23日在深圳发布。 与此同时，华为宣布HarmonyOS 5设备激活量已突破1200万台，鸿蒙智行累计交付突破90万辆。 根据发布会披露的数据，鸿蒙智行已连续14个月位居中国汽车品牌成交均价第一。问界M9累计交付 22.6万辆，连续17个月稳居50万元以上新能源车型销量榜首；问界M8上市4个月交付7万辆；尊界S800 上市87天大定突破1.2万辆；智界R7与S7累计交付超11万辆。鸿蒙智行辅助驾驶里程已突破16.7亿公 里，累计避免可能碰撞超215万次。 在新车环节，智界R7与新S7进行了升级。两款车型新增后向高精度固态激光雷达和4D毫米波雷达，搭 载最新HUAWEI ADS 4，智能化体验进一步提升。智界R7售价24.98万元起，智界新S7售价22.98万元 起。设计上，新车首次搭载智界图形车标，并增加极光绿等车色选择，车内配备16.1英寸中控屏和升级 版华为音响系统。动力方面，智界R7提供纯 ...

8月25日，华为常务董事、终端BG董事长余承东透露，尊界S800上市87天大定突破1.2万辆，问界M9累 计交付量达22.6万辆，鸿蒙智行累计交付量已达90万辆。 ...

Core Viewpoint - Huawei's establishment of Shenzhen Yingwang Intelligent Technology Co., Ltd. as an independent unit for its smart automotive solutions marks a strategic shift towards an "open technology platform" aimed at capturing a larger share of the Chinese automotive market through its HarmonyOS Intelligent Driving initiative [3][6]. Group 1: Huawei's Automotive Strategy - The HarmonyOS Intelligent Driving model initially showcased through Huawei's mobile devices has evolved into dedicated dealerships for the HarmonyOS Intelligent Driving brand [3]. - Yingwang focuses on providing core components such as intelligent driving systems, smart cockpits, and LiDAR to automotive manufacturers, while also offering a full-stack smart automotive solution under the HI model [3]. - By 2025, the HI model is expected to upgrade, with partnerships leading to the creation of new brands rather than just co-branded vehicles [3]. Group 2: GAC Group's New Brand Initiative - GAC Group has established Huawang Automotive Technology Co., Ltd. with a registered capital of 1.5 billion RMB to create a high-end smart automotive brand in collaboration with Huawei [4]. - The new brand will leverage the strengths of both GAC and Huawei in areas such as smart technology and ecosystem integration, aiming to redefine product development and marketing processes [4][6]. - Huawang Automotive plans to announce its brand by the end of 2024, with the first model expected to launch by the end of 2026 [4][6]. Group 3: Competitive Landscape and Market Dynamics - The automotive market in China is highly competitive, with GAC Group entering a "wartime state" to address challenges in its current brand strategy [10]. - Other companies like Dongfeng and Avita are also exploring similar models to enhance their offerings, indicating a broader industry trend towards collaboration with Huawei [10][13]. - Dongfeng's recent stock suspension hints at potential developments related to new brand creation in partnership with Yingwang [10]. Group 4: Future Brand Developments - Dongfeng has established a new company to collaborate with Yingwang on a new smart automotive brand, indicating a significant shift in their strategy [13]. - The collaboration between Dongfeng and Yingwang is seen as an upgrade from previous partnerships, with a focus on creating high-end vehicles [13]. - The potential naming conventions for these new brands remain uncertain, with speculation around the "Wang" series versus the "Jie" series [13][14]. Group 5: Huawei's Broader Brand Strategy - Huawei's HarmonyOS Intelligent Driving has expanded to include multiple brands, with the latest addition being the "Shangjie" brand, which aims to leverage Huawei's extensive resources [14][15]. - The establishment of Anhui Zhijie New Energy Co., Ltd. marks Huawei's first independent brand under the HarmonyOS umbrella, focusing on integrated operations [15]. - The collaboration with Chery for the Zhijie brand signifies a strategic move to alleviate pressure on Huawei's existing brands while aligning with the broader market trends [15].

Core Insights - The article discusses the transformation of the Zhijie brand into its 2.0 phase, marked by a strategic partnership between Huawei and Chery, involving over 10 billion yuan and a 5,000-person R&D team to enhance the brand [2][8][20] - The launch of the upgraded S7 and R7 models signifies a pivotal moment for Zhijie, showcasing improved features and a new logo, with pre-sales exceeding 20,000 units within 8 hours [4][9][19] Strategic Adjustments - Zhijie has transitioned to an independent electric vehicle company from the Chery system, gaining autonomy in decision-making and strategic direction [6][8] - Huawei will take a leading role in strategic decisions and management for Zhijie, while Chery will continue to support as a priority project [8][20] Product Development - The new S7 and R7 models are equipped with advanced driving assistance hardware, including Huawei's 192-line lidar and multiple radar systems, enhancing safety and functionality [4][9] - The company has established a new R&D center in Wuhu, increasing its R&D personnel to 5,000 and investing over 10 billion yuan, while also upgrading its manufacturing processes to achieve 100% automation in key areas [11][13] Market Positioning - Zhijie aims to strengthen its competitiveness in the smart vehicle market, having already surpassed the Model Y in sales with the R7 model [9][19] - The brand's strategy includes leveraging Huawei's technology and market experience to enhance customer experience and service quality [15][20] Future Outlook - The introduction of the S7 and R7 models is just the beginning, with plans for additional models, including a large SUV (R9) and an MPV, expected to launch in the near future [19][20] - The transformation of Zhijie represents a broader trend in the Chinese electric vehicle industry, moving from electrification to a focus on intelligent features and user experience [20]

Core Viewpoint - The domestic automotive market is experiencing intense competition, particularly in the new energy SUV segment, which is entering a period of explosive growth, characterized by price competition and enhanced configurations [1][5] Market Overview - In Q1 2025, over 10 new SUVs were launched, with significant releases at the Shanghai Auto Show in April, focusing on both SUVs and pure electric models [1] - Sales of vehicles priced between 300,000 to 400,000 yuan reached approximately 957,200 units, showing a year-on-year growth of nearly 2%, with new energy SUVs accounting for over 20% of this segment [1] Company Performance - The Wanjie M8, positioned as a family smart flagship SUV, has achieved cumulative deliveries exceeding 60,000 units, maintaining its status as the sales champion in the 400,000 yuan market segment [1][2] - The Wanjie family, with its "789" product matrix, has seen explosive delivery growth, reaching a total of 800,000 units in just 39 months, setting a record for the fastest delivery by a new force brand [1] Product Differentiation - The Wanjie M8 targets the high-end market of 400,000 yuan, filling a gap in the Wanjie family product line, while the upcoming Wanjie M8 pure electric version is expected to drive further sales growth [7][12] - The Wanjie M8 pure electric version features a 100 kWh battery from CATL, with a maximum CLTC range of 705 kilometers, and includes advanced safety features and high-performance electric drive systems [8][10] Industry Trends - The automotive industry is facing challenges such as "increasing volume without increasing revenue" and declining profitability, with the automotive manufacturing profit margin dropping to 3.9% in Q1 2025 [5] - The market is shifting towards a focus on intelligent capabilities, with the Wanjie M8 pure electric version leveraging Huawei's technology to enhance safety and driving assistance features [10][12] Competitive Landscape - The Wanjie brand is positioned to disrupt the high-end market traditionally dominated by foreign brands, as evidenced by the increasing market share of domestic brands and the decline in foreign brand prices [14][16] - The success of the Wanjie family is indicative of a broader trend in the industry, where domestic brands are moving towards high-end, high-tech, and high-value offerings, supported by Huawei's brand empowerment [16]

人民财讯8月1日电，2025年7月鸿蒙智行全系销量达到47752辆；7月总成交额186亿元。问界系列7月全 系共计交付40753辆。 ...

近日，有媒体引用网友爆料称，字节跳动将打造"豆包汽车"，该计划将协同字节跳动旗下火山引擎的汽 车云业务，围绕智能汽车的"座舱 + 智驾"两大板块，提供汽车智能智驾终端解决方案，可视为对标华为 鸿蒙智行中软件解决方案的布局。 对此，火山引擎相关负责人回应称，网传"豆包汽车"纯属谣言，火山引擎为众多汽车客户提供高效的算 法训练平台，自身并没有智驾业务计划。 （文章来源：广州日报） ...

Core Viewpoint - The collaboration between SAIC's MG brand and OPPO aims to leverage each other's strengths, with MG focusing on vehicle sales and OPPO providing technological integration through its "OPPO Smart Driving" system [3][10][16]. Group 1: Product Launch and Marketing Strategy - The new MG4 is the first vehicle to utilize OPPO's "OPPO Smart Driving" system, which integrates mobile technology into the car [3][7]. - MG has opened its first seven pop-up stores, with plans to expand to over 60 cities by August, targeting both first and second-tier markets [5][6]. - The pop-up stores prominently feature OPPO branding and products, indicating a strong marketing partnership [3][6]. Group 2: Operational Dynamics - The pop-up stores are operated independently by MG staff, emphasizing MG's control over the customer experience while utilizing OPPO's technology [6][9]. - The collaboration allows MG to attract a younger demographic, particularly female consumers, by showcasing the MG4 in a modern retail environment [8][10]. Group 3: Market Context and Challenges - MG's domestic sales have been underwhelming, with retail volumes between 7,000 and 10,000 units from January to June, necessitating a shift towards electric vehicles [11][12]. - OPPO faces its own challenges in the smartphone market, with a 9% decline in shipments in Q1 2025, prompting the need for new growth avenues [12][13]. Group 4: Future Prospects and Strategic Goals - The partnership is seen as a starting point for broader collaboration, with plans to integrate OPPO's technology across various SAIC brands and products [16]. - Both companies aim to create a symbiotic relationship where MG benefits from OPPO's technological expertise and customer base, while OPPO gains access to automotive markets [10][14].