● 龚梦泽 熊永红 在不久前举行的广州华为乾崑生态大会上，随着广汽"启境"与东风"奕境"的亮相，华为乾崑的"朋友 圈"再度扩容。这并非单纯的品牌叠加，而是华为乾崑在"不造车，帮助车企造好车"的战略指引下，通 过"技术普惠"与"生态共创"，构建智能出行新范式的体现。 从2019年以"电子螺丝钉"身份入局汽车领域，为行业提供智能技术，到如今携手众多合作伙伴构建起覆 盖14家车企、33款量产车型的庞大"朋友圈"，华为乾崑追求的从来都不是单一的技术输出或市场规模， 而是通过重构产品与服务、车企与用户之间的价值关系，为中国汽车产业在智能化下半场开辟一条"开 放共生、持续进化"的新增长路径。 技术同源 让高端智能普惠每一款车型 中国汽车市场的复杂性，决定了智能出行无法用单一产品满足所有用户。从10万元以下入门级到50万元 以上豪华车型，从家庭用户的空间需求到年轻群体的科技追求，从商务出行的舒适诉求到日常通勤的高 效需求，多元场景呼唤差异化的产品供给，而这正是华为乾崑生态布局的核心逻辑。通过与不同定位的 车企合作，华为乾崑正在构建覆盖全价位、全场景的车型矩阵，让用户无需在"预算"与"智能"之间妥 协。 本次大会上官宣的"境 ...

京东方Ａ（000725.SZ）11月26日在投资者互动平台表示，京东方ADS Pro凭借其在超高环境光对比 度、超广视角及超高刷新率等核心性能指标上的显著优势，已获得国内一线TV品牌的深度认可与广泛 采用，成为高端产品的首选显示方案。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问公司ADS Pro获得索尼订单了吗？ ...

Group 1 - Guangdong aims to exceed 440 billion yuan in AI core industry scale by 2027, with a computing power scale surpassing 60 EFLOPS [2] - The digital economy's core industry added value is expected to account for over 16% of GDP by 2027, maintaining the top position in the country [2] - The plan includes the establishment of three internationally competitive trillion-level digital industry clusters and a data industry with an annual compound growth rate exceeding 15% [2] Group 2 - China's first green hydrogen coal chemical project has fully entered market operation, providing a replicable model for the green transformation of the coal chemical industry [3] - The project utilizes a "green electricity hydrogen production + excess electricity grid connection" collaborative model [3] Group 3 - The number of China-Europe freight trains has surpassed 3,500 this year, marking a historical high since the inception of the service in 2013 [4] - A freight train carrying 55 containers departed from Inner Mongolia, highlighting the increasing volume of trade through this route [4] Group 4 - Lenovo has signed agreements to secure long-term supply of key components amid rising prices and supply shortages [5][6] - The company emphasizes its strong relationships with suppliers to manage current supply challenges effectively [6] Group 5 - EVE Energy has signed a procurement framework agreement with Smoore International for the continuous supply of battery cells and other products until December 31, 2028 [7] Group 6 - Xiaomi has officially rolled out its 500,000th vehicle, setting a record for the fastest production of 500,000 units by a global new energy vehicle manufacturer in just 602 days [8] Group 7 - Meta's chief scientist Yann LeCun announced his departure to start a new venture focused on Advanced Machine Intelligence, aiming to revolutionize AI capabilities [12] Group 8 - The largest rare earth producer in the U.S. plans to build a refining plant in Saudi Arabia in partnership with the U.S. Department of Defense and a Saudi mining company [13] Group 9 - AMD, Cisco, and Saudi HUMAIN are forming a joint venture to deploy AI infrastructure, with plans to start operations in 2026 and reach up to 1 GW capacity by 2030 [15]

Core Insights - Huawei's QianKun ecosystem conference showcased new automotive brands "Qijing" and "Yijing," developed in collaboration with GAC and Dongfeng, indicating a potential new cooperative model in the automotive industry [2][7]. Group 1: Huawei QianKun Overview - Huawei QianKun, launched on April 24, 2024, is a new smart automotive solution brand that has partnered with 14 automakers by October 2025, covering a wide range of vehicle types from 150,000 to 1,000,000 yuan [4]. - The QianKun intelligent driving system and Harmony cockpit have been integrated into 33 mass-produced models, showcasing versatility in powertrains including pure electric, range-extended, and hybrid options [4]. Group 2: Sales and Technology Developments - In October, vehicles equipped with QianKun intelligent driving systems achieved sales exceeding 100,000 units [5]. - The upcoming ADS Pro will feature the Limera laser vision sensor, enhancing urban navigation capabilities, with expectations for over 20 models to incorporate this technology next year [5]. Group 3: Brand Collaborations - The "Yijing" brand, developed with Dongfeng, will unveil its first model at the Beijing Auto Show in April 2026, with plans for at least one new model each year [7]. - The "Qijing" brand, in collaboration with GAC, aims to launch two models in 2026, with the first coupe model expected to be delivered by June next year [7]. - Huawei's previous collaboration models focused on component supply and solutions, but the new "Qijing" and "Yijing" brands represent a deeper integration of Huawei's technology into the automotive experience [7]. Group 4: Expanded Partnerships - Avita has deepened its collaboration with Huawei, transitioning from the HI model to the HI Plus model, which will enhance cooperation in product development, marketing, and ecosystem services [8].

Core Insights - Huawei's QianKun ecosystem conference showcased new automotive brands "Qijing" and "Yijing," developed in collaboration with GAC and Dongfeng, indicating a potential new cooperative model in the automotive industry [1][6]. Group 1: Brand Development - The "Qijing" brand, in partnership with GAC, plans to launch two models by June 2026, with the first being a coupe [6]. - The "Yijing" brand, developed with Dongfeng, will unveil its first model at the Beijing Auto Show in April 2026, with at least one new model expected annually thereafter [6]. Group 2: Technological Advancements - Huawei's QianKun has achieved over 100,000 units sold in October for models equipped with QianKun intelligent driving technology [4]. - The introduction of Huawei ADS Pro will feature the Limera sensor, enhancing urban navigation capabilities and set to be available in models priced from 150,000 to 1 million yuan [4]. Group 3: Strategic Collaborations - Huawei has established partnerships with 14 automotive companies, with 33 production models launched, covering various powertrain types [3]. - The collaboration with Avita has evolved to a new HI Plus model, expanding the scope of cooperation in product development and marketing [7].

Core Viewpoint - The article emphasizes the integration of technology and culture through the fourth season of the "BOE Relief Laboratory," showcasing how advanced display technologies like LCD, OLED, and MLED are applied in various cultural contexts, enhancing public awareness of technological innovation's impact on daily life [2][11][14]. Summary by Sections Program Overview - The "BOE Relief Laboratory" has evolved from a mere variety show into a platform that connects the public with technological innovations, reflecting the growing interest in how technology can improve everyday life [2][5][9]. Technological Integration - The fourth season utilized a narrative approach that combines on-site exploration with expert explanations, linking technology, culture, and human experiences [6][8]. - The program focused on five key areas: LCD, OLED, automotive technology, digital art, and sustainable development, presenting each in a way that highlights their real-world applications [6][8]. Cultural Context - The show creatively integrated Chinese landmarks with technological advancements, making high-tech innovations accessible and relatable to the audience [8][12]. - Each episode featured cultural sites like the Forbidden City and the Temple of Heaven, enhancing the narrative with a rich cultural backdrop [8][12]. Brand and Innovation Strategy - BOE aims to reshape its brand perception from a display supplier to a leading IoT innovation enterprise, emphasizing its commitment to R&D, with approximately 7% of annual revenue reinvested into technological advancements [22][25]. - The company has established a comprehensive ecosystem that combines display technology with IoT applications, showcasing its leadership in the industry [14][20]. Sustainability Efforts - The program highlighted BOE's commitment to sustainable development, including the establishment of green factories and a pledge to achieve carbon neutrality by 2050 [15][23][25]. - BOE's sustainable development brand "ONE" focuses on open innovation and ecological sustainability, reflecting the company's social responsibility and cultural confidence [22][23]. Audience Engagement - The show has successfully engaged a broad audience, transforming complex technological concepts into relatable narratives that resonate with everyday experiences [14][19]. - By utilizing popular figures as hosts, the program has fostered a deeper connection between technology and the public, making it a significant cultural phenomenon [5][9].

Core Viewpoint - The article highlights the successful conclusion of the fourth season of "BOE Relief Laboratory," emphasizing its evolution from a mere variety show to a platform that connects technology innovation with the public, showcasing how technology can improve everyday life [1][3][5]. Group 1: Program Overview - "BOE Relief Laboratory" has become a symbol linking enterprises and consumers, utilizing a unique "technology + humanities" approach to attract a large audience [3][4]. - The fourth season featured a diverse range of innovative formats, focusing on five key areas: LCD, OLED, automotive technology, digital art, and sustainable development, with each episode presenting a different technological theme [4][6]. - The program's narrative style combined on-site revelations with expert explanations, creating a deep connection between technology, culture, and humanity [3][4]. Group 2: Technological Integration - The fourth season showcased advanced display technologies such as LCD/UB CELL, OLED, and MLED, applied in various cultural contexts, highlighting the integration of technology and cultural heritage [6][7]. - Each episode demonstrated how technology can enhance cultural storytelling, with specific examples including the restoration of classic films and the digitalization of cultural artifacts [7][8]. - The program effectively communicated the unique advantages of BOE's display technologies, transforming public perception of screens from mere hardware to interactive emotional interfaces [8][9]. Group 3: Corporate Strategy and Innovation - BOE aims to reshape its brand perception from a "display supplier" to a "global leading IoT innovation enterprise," focusing on consumer needs and technological advancements [9][12]. - The company has committed approximately 7% of its annual revenue to research and development, leading to significant technological breakthroughs in areas like eye-care displays and smart cockpit solutions [10][11]. - BOE's sustainable development initiatives include the establishment of 18 national-level green factories and a commitment to achieving carbon neutrality by 2050, reflecting its dedication to environmental responsibility [11][12].

Group 1 - The core collaboration between BOE and JD aims to enhance product development by leveraging their respective strengths, with BOE focusing on technology and JD on consumer insights [3] - The partnership has established a joint research institute and utilizes a C2M model to exchange resources, aiming to implement the "S+ display certification standard" based on consumer visual experiences [3][4] - The collaboration has expanded beyond consumer electronics to include areas such as television, logistics, and public welfare, with plans for a high-value industrial alliance focusing on technology, ecology, and sustainability [3][5] Group 2 - The rapid development of AI technology is expected to drive innovation in the consumer electronics industry, with predictions indicating that global AI devices will exceed 600 million units by 2028 [4] - The TV market is anticipated to see a demand increase despite U.S. tariff policies, with Mini LED and high refresh rates becoming key trends in product upgrades [4] - The display panel market is entering a new competitive phase, with Chinese manufacturers projected to capture 70% market share by 2026 [4]

Core Viewpoint - The collaboration between BOE and JD.com marks a significant milestone in their three-year partnership, focusing on integrating technology development with consumer demand to create a direct value channel from the lab to consumer scenarios, enhancing brand recognition and setting a new standard for industry-wide technological inclusivity and ecosystem win-win [1][3]. Group 1: Partnership Achievements - The partnership is highlighted as a model of strong collaboration, combining BOE's leadership in display technology with JD.com's deep understanding of consumer needs, fostering mutual growth and benefiting the entire industry supply chain [3]. - The collaboration has expanded beyond the 3C sector into areas such as television, logistics, and public welfare, emphasizing a commitment to maximizing value for consumers and the industry while avoiding price competition [5]. Group 2: Technological Innovations - The core of the partnership is centered on the resonance between technology supply and consumer demand, leading to the establishment of a technology innovation joint research institute that customizes development based on JD.com's user insights [5]. - The successful implementation of the "S+ Display Certification Standard" demonstrates a perfect loop from technical parameters to user experience, showcasing the effectiveness of their collaborative efforts [5]. Group 3: Industry Initiatives - The launch of the "Best of Esports High-Level Alliance" aims to unlock new business models and set higher industry standards, enhancing the esports experience through a comprehensive ecosystem [7]. - The "100-Inch Big Screen Three Truths Commitment" was announced, focusing on true quality, true experience, and true service, aimed at providing consumers with an exceptional large-screen experience [7]. Group 4: Formation of Alliances - The establishment of the "High-Value Ecological Industry Alliance" signifies a historic shift from competitive logic to symbiotic logic in the industry, with initial members including leading companies like TÜV Rheinland, Hisense, Skyworth, Lenovo, and AOC [9]. - The alliance aims to replace price competition with high-value standards, fostering open collaboration to reshape the growth foundation of the global display industry [9].