本文来自微信公众号： 字母PRO ，作者：薛亚萍，题图来自：视觉中国 乔布斯重新定义智能手机，罗永浩重新定义7点。 以下文章来源于字母PRO ，作者薛亚萍 字母PRO . 了解互联网巨头们的一切。 在一片调侃声中，罗永浩比预期晚了48分钟，站在年度科技分享大会的舞台上。虽未如期而至，但 欢呼依旧，直播间人数冲至70万。当晚仅抖音平台，就有950万人看过罗永浩直播。 不过，外界对这场大会的"科技含量"不乏质疑。观众期待罗永浩高调回归带来的是重磅级的AI产 品，但是在他们看来，这些产品较为常规。连他自己的"且听"，也被弹幕刷屏"罗永浩的自嗨"。 在外界看来，整场大会除了没有挂上小黄车外，和直播带货并无太大差异。此外，活动中失误频发， 除了延迟，PPT内容多次出错。连罗永浩也承认，这是少有的中途退场最多的一次活动。 更多的还有遗憾。开始之前，外界期待罗永浩能够谈及科技圈热门项目——字节豆包手机，但罗永浩 并未涉及，对于细红线的最新进展，也没有讲述更多。 但是这场大会依然赚足了关注。当晚，罗永浩承诺，门票免费，全部退还；约166万门票收益捐给香 港大埔，由罗永浩公司承担；约300万元盲盒收入捐给科技行业；本次活动的收 ...

汽车纵横全媒体 "软筑新生态•AI启未来"。在"十四五"收官与"十五五"谋篇的关键节点上，2025中国汽车软件大会于12月15—16日在上海嘉定召开，汇聚政产学研用精英， 共迎变革与挑战，共探协同破局之路。 本次盛会由中国汽车工业协会和上海国际汽车城（集团）有限公司联合主办。在12月16日上午举办的主论坛上，上海市经济和信息化委员会总工程师裘薇， 上海市嘉定区人民政府副区长季倩倩，中国汽车工业协会常务副会长兼秘书长付炳锋，中国第一汽车集团股份有限公司研发总院高端汽车集成与控制全国重 点实验室基础软件课题组组长李岩，中国汽车工业协会软件分会理事长、中汽创智科技有限公司党委书记兼首席执行官CEO谈民强，华为终端有限公司智慧 出行解决方案产品总监熊燕，东软睿驰汽车技术（沈阳）有限公司总裁兼CTO杜强和智元创新（上海）科技股份有限公司技术生态布道师吴福刚等发言嘉宾 与现场行业精英齐聚一堂，展开深度交流探讨。主论坛由中国汽车工业协会副总工程师、软件分会秘书长王耀主持。 中国汽车工业协会副总工程师、软件分会秘书长王耀（主持人） 产业变革驶入深水区：从软件定义到AI驱动的价值重构 百年未有之大变局下，软件定义汽车、数据驱动 ...

Core Viewpoint - The article discusses Luo Yonghao's ongoing interest in the smartphone industry despite past failures and current market challenges, highlighting his cautious approach towards potential future projects in this sector [2][4][5]. Group 1: Luo Yonghao's Perspective on Smartphones - Luo Yonghao expresses a willingness to return to smartphone development, even if it means working for someone else, as long as he can create products that align with his ideals [2]. - Despite being approached by investors to restart his smartphone project, he refrains from accepting funding due to concerns about losing their money, reflecting a more cautious and mature outlook [2][4]. - The loyalty of over a million users still using old Smartisan phones indicates a lasting connection to his previous work, which he finds difficult to let go of [2]. Group 2: Challenges and Past Experiences - Luo's caution stems from his experience with Smartisan Technology, which faced significant challenges, including a complex production process and issues with manufacturing partners, leading to a debt of 600 million yuan [4]. - The smartphone market is now dominated by major players like Huawei, Xiaomi, OPPO, and Apple, making it extremely difficult for new entrants to succeed [4]. - Luo acknowledges a harsh reality where innovative products from startups are often copied by larger companies, leading to a high risk of failure for new ventures in the smartphone space [4]. Group 3: Future Aspirations - Despite his fears of financial loss, Luo has not completely closed the door on smartphone development and is considering a revival if his current venture, Xihongxian Technology, becomes successful [5][6]. - He is exploring potential partnerships with industry giants to ensure that any new products are well-positioned in the market, indicating a strategic shift in his approach [6]. - Luo's current focus on AIOS is seen as a preparatory step that could eventually lead back to smartphone development, especially as he recognizes the potential of AI in the industry [6].

Core Viewpoint - The company is committed to advancing its AIOS strategy, integrating "chip + AIOS + ecosystem + globalization" into a new comprehensive solution [1] Group 1: AIOS Development - AIOS is centered around "AI native architecture + edge-cloud collaboration" as its core highlight [1] - The company has already secured project designations from leading domestic automotive manufacturers for its AIOS [1] Group 2: Collaboration Model - The collaboration model with automotive companies includes software development and technical services, software licensing, and provision of integrated hardware-software products [1]

Group 1 - The core focus of the company is integrating AI with its overall industry layout, which includes smartphones, smart cars, and smart hardware [1] - The company is continuously investing in AI-related research and development, aiming to transform its operating system from OS (Operating System) to AIOS [1] - The company seeks to maintain a leading advantage and core competitiveness in the AI field [1]

中科创达12月3日在互动平台表示，目前公司的关键布局是将AI和公司在整个产业布局的结合，包括智 能手机、智能汽车和智能硬件，以及公司新拓展的业务（包括智能行业和机器人等领域）。公司持续布 局AI相关领域的研发投入，将推动整个操作系统从原来的OS（Operating System，即操作系统）向AIOS 的变革，并在此领域保持领先优势和核心竞争力。 ...

Summary of Key Points from the Conference Call Company and Industry Overview - The conference call discusses the advancements in AI technology and its integration into mobile operating systems, specifically focusing on ByteDance's collaboration with Nubia to embed the Doubao AI assistant into mobile devices [1][2][3]. Core Insights and Arguments - **Collaboration with Nubia**: ByteDance has partnered with Nubia to integrate the Doubao AI assistant into its mobile operating system, aiming to enhance user experience by directly calling underlying commands for services like food delivery and flight booking, thus avoiding direct competition with major brands like Xiaomi and Huawei [1][2]. - **AIOS Capabilities**: The AIOS (Artificial Intelligence Operating System) developed by ByteDance allows for system-level command execution, simulating user interactions to overcome interface barriers with other leading companies. This includes a combination of edge models (3 billion to 1.5 billion parameters) and cloud processing to address latency issues [1][4][7]. - **User Engagement Metrics**: The Doubao app has a daily usage time of approximately 30 minutes, significantly higher than the industry average. It boasts around 56.7 million daily active users and 176 million monthly active users, with a retention rate of 30%-40% [2][18]. - **Commercialization Strategy**: ByteDance plans to monetize the Doubao assistant through model licensing, token consumption, and advertising revenue, with a revenue-sharing model of 9:1 in favor of hardware manufacturers [2][22]. Additional Important Content - **Technical Challenges**: The integration of the AI assistant into the operating system is crucial for obtaining system-level permissions, which enhances user experience by reducing the need for frequent permission requests [5][6]. - **Performance Optimization**: The latency for ordinary tasks is between 300-800 milliseconds, while simpler tasks can be completed in 80-200 milliseconds. This performance is achieved through a combination of edge and cloud processing [7][10]. - **Future Product Iterations**: Upcoming iterations of the Doubao app will focus on enhancing cross-app functionality, improving interaction accuracy, and upgrading the model from 3 billion to 7 billion parameters to support more complex dialogues [19][20]. - **Market Positioning**: ByteDance does not view competitors like Zhiyun as direct threats, focusing instead on leveraging its extensive application ecosystem to gather user data and optimize its AI capabilities [16][17]. This summary encapsulates the key points discussed in the conference call, highlighting the strategic direction, technological advancements, and market positioning of ByteDance in the AI and mobile technology landscape.

Summary of Zhongke Chuangda Conference Call Company Overview - Zhongke Chuangda focuses on AIOS as its core strategy, integrating AI chip trends to innovate and launch M1 to M4 series products primarily for the automotive sector [2][5] - The company has established a complete product line centered around computing in the IoT business, including handheld terminals, smart vision, edge computing, smart meeting systems, and AI-enabled devices [2][6] Key Industry Insights - The automotive industry is transitioning from software-defined vehicles to AI-defined vehicles, with Zhongke Chuangda's AIOS and AI Box driving this change [2][8][16] - The industrial mobile robotics sector is seeing Zhongke Chuangda position itself as a comprehensive robotics company, integrating software development, hardware design, and manufacturing to meet automation needs [2][7] Financial Performance - In 2025, Zhongke Chuangda's overall operating conditions remain healthy despite some pressure on operating cash flow due to project and payment cycles [3] - The company expects overseas market growth to outpace domestic market growth, particularly in the automotive sector [3] Strategic Collaborations - Zhongke Chuangda employs an ecosystem sales strategy, collaborating with chip manufacturers, OS vendors, large model vendors, and internet companies to build a robust ecosystem [4][15] - The partnership with ByteDance in the IoT sector has deepened, establishing a joint laboratory to empower automotive and IoT clients [4][21] Product Development and Innovation - The AIOS strategy drives the development of various products, including the AI Box, which offers up to 200 TOPS computing power and supports 7B models on the edge [5][16] - The company has launched new AMR robots at the 2025 Asia Logistics Exhibition, showcasing its commitment to innovation in robotics [2][24] Market Trends and Future Outlook - The IoT business is expected to continue its rapid growth, driven by a strong AIoT platform and diversified product offerings [10][12] - Zhongke Chuangda anticipates significant growth in AI PCs, AR glasses, and handheld terminal devices in 2025, with a focus on integrating new solutions for clients [14] Sales and Marketing Strategy - The sales strategy is centered on ecosystem collaboration rather than increasing the number of sales personnel, relying on core technology and engineering culture [4][15] - The company maintains a stable sales team while leveraging partnerships to drive product adoption [15] Conclusion - Zhongke Chuangda is well-positioned for future growth with a strong focus on AIOS, strategic partnerships, and a commitment to innovation across various sectors, particularly in automotive and IoT [2][8][22]

Group 1: AI and Technology Transformation - AI is evolving from a tool for process optimization to a core productivity driver that reshapes industry logic, moving towards a symbiotic relationship with humans [3][4][5] - The emergence of embodied intelligence signifies a paradigm shift where robots can autonomously learn and operate in diverse environments, integrating AI's value into real-world applications [4][5] - The concept of "Agentic AI" is introduced, where AI transitions from a passive tool to an active collaborator, enhancing decision-making and operational efficiency [11] Group 2: Consumer Behavior and Market Dynamics - The consumer market is undergoing a profound value reconstruction, with consumers balancing rational price-performance assessments and emotional connections to brands [25][27] - Companies are shifting from a focus on mass appeal to creating unique value for specific consumer segments, as seen in the "胖东来模式" and the rise of domestic brands [26][27] - The importance of quality and cultural narratives in consumer choices is emphasized, indicating a trend towards brands that resonate with cultural identity and emotional experiences [25][27][42] Group 3: Innovation and Business Strategy - The focus of innovation is shifting from merely adding features to creating tangible value, with a growing emphasis on effective innovation that simplifies choices for consumers [52] - Companies are encouraged to adopt a long-term perspective, prioritizing sustainable growth and trust-building over short-term gains [39][44] - The integration of AI into business operations is seen as a critical factor for driving efficiency and enhancing customer experiences, marking a transition from traditional practices to data-driven strategies [40][41] Group 4: Health and Biotechnology - The intersection of AI and biology is leading to personalized health solutions, moving towards a model that decodes individual health needs rather than offering generic solutions [33][34] - The concept of "biological intelligence" emerges, highlighting the potential of AI to enhance our understanding of complex biological systems and improve healthcare outcomes [34][37] Group 5: Globalization and Collaboration - The globalization of AI is evolving from a one-way technology transfer to a two-way empowerment ecosystem, fostering collaboration across borders [16] - The narrative of global brands is shifting from competition to co-creation, emphasizing the importance of trust and shared values in building sustainable business relationships [38][39]

Summary of Zhongke Chuangda Conference Call Company Overview - Zhongke Chuangda reported a revenue of 5.148 billion yuan in the first half of 2023, representing a year-on-year growth of 39.34% [2][4] - The net profit attributable to shareholders was 229 million yuan, with a year-on-year increase of 50.72%, indicating significant performance growth [2][4] Core Strategic Focus - The company's core strategy is the transformation towards an AI-driven Operating System (AIOS), collaborating with major model manufacturers like ByteDance and Mianbi Intelligence to build a global ecological platform [2][6] - Zhongke Chuangda has achieved edge deployment of 14B and 7B multimodal models in the automotive sector based on Qualcomm and NVIDIA platforms, launching products like Airbox to accelerate automotive intelligence [2][5] Business Segments IoT Business - The IoT business is experiencing rapid growth, driven by technological iterations and increasing user demand, particularly in domestic and international markets across various business scenarios [2][8] - The company expects continued high-speed growth in the IoT sector, focusing on enhancing technical capabilities and exploring new market opportunities [8] AIOS Development - Zhongke Chuangda has been dedicated to operating system development since its establishment in 2008, gradually shifting towards AIOS as AI technology evolves [5][6] - The company integrates AI natively into operating systems based on Linux and Android, transitioning from traditional control-based OS to decision-making OS [5] Automotive Sector - The automotive business, established in 2013, is moving towards a stable development phase, with AIOS positioned to leverage the complex applications in this sector [10][11] - The company believes that the transition from software-defined vehicles to AI-defined vehicles will present significant industry opportunities [11] Robotics Sector - Zhongke Chuangda has launched several robotic products aimed at industrial and logistics applications, integrating industrial IoT and visual solutions to enhance its product offerings [18] Research and Development - The company continues to increase R&D investment, particularly in AIOS platform development and multi-chip capabilities, while flexibly adjusting personnel to meet new business and technology demands [3][19] Market Strategy - Zhongke Chuangda's strategy combines platform-based development with vertical scene applications, ensuring robust growth across various sectors including smartphones, IoT, smart vehicles, and robotics [9][15] - The company emphasizes collaboration with major chip manufacturers like Qualcomm and NVIDIA to support cross-platform operating systems [17] Future Outlook - The company maintains an optimistic outlook for 2026, focusing on technology development and global strategic partnerships to capture emerging industry opportunities [7][16] - The IoT business is expected to play an increasingly important role in overall performance, driven by continuous technological advancements and user demand [8] Key Product Launches - The AI Box, launched in September at the International Motor Show in Germany, addresses the computational power shortage associated with large models in vehicles, providing a comprehensive AI computing solution [12] Challenges and Opportunities - The fragmentation of the IoT market presents challenges, but Zhongke Chuangda views it as an opportunity to leverage its universal platform to meet diverse customer needs [13][14]