今年初，小鹏汽车CEO何小鹏在内部做了一次复盘，他指出，所有部门都要拥抱AI。 去年11月新车P7+上市时，小鹏首次提出了"AI汽车"概念。但有员工表示，何小鹏对AI的关注不限于汽 车产品、辅助驾驶大模型等，他还研究，内部30多个一级中心部门哪些部门拥抱了AI，员工通过AI学 习了多少知识。 "AI 能让一个更大、更强的企业在群体效率、群体复利上变得更强大。"何小鹏近日在飞书未来无限大 会上谈及组织能力时强调了AI的作用。他希望，在全球2万多员工的治理中，发挥出AI的价值。 当下，中国汽车竞争白热化。小米YU7上市一小时获得28.9万大定，高强度爆单、品牌巨浪席卷，中国 车企们不得不深思，如何快速奔跑，才能赢下更多生机。 而过去两年经历了产品配置争议、组织变革、逐渐走出阴霾后，小鹏汽车掌门人已经意识到：新势力成 长的十年中，过往依靠单一爆品和局部优势打法获得的胜利，无法持久。更多爆品、更强的企业抗风险 能力，来源于不断进化的组织管理。他认为，把"科技—群体—复利效应"做好，企业更容易成功。 何小鹏此前多次公开表示，AI汽车时代已经到来。小鹏不仅做AI汽车，还要做AI与飞行汽车、机器人 等出行产品的融合。 激进 ...

Core Viewpoint - Multiple owners of the Xiaopeng P7+ have reported steering system failures, raising concerns about vehicle safety and potential design flaws in the steering mechanism [1][2][11]. Group 1: Customer Complaints - Several Xiaopeng P7+ owners have shared experiences of steering failures, including incidents where steering became unresponsive while driving at high speeds, posing serious safety risks [2][11]. - Owners have speculated that the steering mechanism's waterproofing design may be flawed, leading to water ingress and subsequent short-circuiting of the steering system [2][11]. - Some customers reported that the company's response involved applying structural adhesive to the steering mechanism as a temporary fix [4][10]. Group 2: Company Response - Xiaopeng Motors has not publicly commented on the steering issues raised by customers [3][4]. - Reports indicate that some owners were informed by the company to replace their steering mechanisms due to safety concerns, even if they had not experienced any issues themselves [4][7]. Group 3: Technical Analysis - The steering issues appear to be linked to a potential design flaw in the wiring harness, specifically regarding the waterproofing of the steering mechanism's connectors [11][12]. - Experts suggest that the failure of the waterproofing could lead to electrical failures, which may result in severe consequences, including complete steering lock [12]. Group 4: Legal Considerations - Some owners are considering requesting vehicle returns or recalls due to safety concerns, citing consumer protection laws that allow for such actions under specific conditions [13][14]. - Legal experts indicate that if the manufacturer is found to have concealed design flaws, consumers may have grounds for further claims, including compensation for damages incurred due to the steering failures [14].

本报（chinatimes.net.cn）记者卢晓 北京报道 自2019年2月推出全球首款量产折叠屏手机Galaxy Z Fold，三星电子在这一细分市场走得格外卖力，至 今已经推出第七代产品。 7月10日，三星中国相关负责人在向《华夏时报》等媒体记者介绍自家新推出的折叠屏手机时，轻薄这 个关键词多次出现。大力投入折叠屏手机背后，这个细分赛道承担着三星电子在高端市场与苹果开打差 异化竞争的重任。 据Canalys报告，今年Q1，全球智能手机市场整体出货量同比增长0.2%，达2.969亿台，其中600美元以 上高端机市场出货量约占三成，同比增长12%，苹果占据这一高端市场份额的近六成，同比增长10%， 三星占据22%，但同比下降1%。 加码折叠屏，对三星在中国智能机市场的发展更为关键。 CounterPoint的统计数据显示，今年Q1华为、vivo、小米、OPPO、苹果和荣耀六大厂商占据了当期中国 智能机市场份额的95%以上。而在600美元以上的国内高端机市场，据Canalys报告，苹果依然以43％的 份额位居第一，但同比下降9％，华为以38％的份额位列第二，不过同比上涨69%。 资深电信行业分析师马继华对《华 ...

Group 1: Semiconductor Industry Performance - As of July 11, 2025, the CSI Semiconductor Industry Index (931865) rose by 1.51%, with notable increases in stocks such as Cambrian (688256) up 5.82%, and SMIC (688981) up 2.91% [3] - The Semiconductor Industry ETF (159582) increased by 1.20%, with a latest price of 1.43 yuan, and has shown a 0.50% increase over the past week, ranking in the top half among comparable funds [3] - The ETF demonstrated active trading with a turnover rate of 10.84% and a transaction volume of 19.26 million yuan on July 10, 2025 [3] Group 2: Innovations and Market Trends - The global competition in technology has intensified, leading to a surge in new chip innovations, exemplified by Samsung's recent launch of the Galaxy Z Fold 7 and Galaxy Z Flip 7, featuring the 3nm self-developed Exynos 2500 chip [4] - Tianfeng Securities expressed optimism regarding the storage sector, anticipating price increases in Q3 and Q4, driven by rapid upgrades in storage capacity across AI servers, PCs, and mobile devices [4] Group 3: ETF Performance Metrics - As of July 10, 2025, the Semiconductor Industry ETF has seen a net value increase of 36.25% over the past year, with a maximum monthly return of 20.82% since inception [5] - The ETF has a Sharpe ratio of 1.10 and has experienced a relative drawdown of 0.48% compared to its benchmark in 2025 [6] - The management fee for the ETF is 0.50%, and the custody fee is 0.10%, making it one of the lowest in its category [6] Group 4: Index Composition - The CSI Semiconductor Industry Index includes up to 40 companies involved in semiconductor materials, equipment, and applications, reflecting the overall performance of the semiconductor sector [7] - As of June 30, 2025, the top ten weighted stocks in the index accounted for 75.63% of the total index weight, including companies like North Huachuang (002371) and Huada Semiconductor (688256) [7]

Core Viewpoint - Samsung, once a pioneer in the foldable smartphone market, is facing significant competition from Chinese manufacturers, leading to a decline in its dual-foldable devices. The company aims to regain its presence by launching a tri-fold smartphone by the end of this year, emphasizing the importance of AI in its strategy [1][4]. Group 1: Product Development - Samsung plans to launch a tri-fold smartphone, tentatively named Galaxy G Fold, by the end of this year, focusing on product usability and market demand [4][6]. - The company has reportedly completed the hardware design for the tri-fold smartphone and is preparing for production, with a small-scale launch expected in September [4][6]. - The tri-fold smartphone will feature a larger display of approximately 10 inches compared to the Galaxy Fold series, and it will utilize OLED panels [6][8]. Group 2: Market Competition - The foldable smartphone market has become a significant segment, with Samsung acknowledging the need for more companies to enter this space to stimulate innovation [4][9]. - Huawei currently holds the title for the world's first mass-produced tri-fold smartphone, the Mate XT Ultimate Design, which has a starting price of 19,999 RMB [6][9]. - In the Chinese foldable smartphone market, Huawei leads with a 48.6% market share, followed by Honor and Vivo, while Samsung has fallen out of the top five, holding only 7.0% of the market [10]. Group 3: Technical Specifications - The tri-fold smartphone is expected to be powered by the Qualcomm Snapdragon 8 Elite processor, crucial for high-resolution multi-screen displays and multitasking capabilities [8]. - The device's battery capacity is reportedly lower than competitors, with Samsung focusing on a thinner design, which limits battery size due to internal space constraints [8][9].

以下文章来源于科创板日报 ，作者史正丞 科创板日报 . 科创圈都在关注的新型主流媒体，上海报业集团主管主办，界面财联社出品。 一直出现在传闻中的三星三折叠手机，终于获得了官方确认。 在本周纽约新品发布会期间，三星移动业务负责人卢泰文（TM Roh）宣布， 三星计划在今年年底前推出一款三折叠智能手机 ，并强调AI 在公司战略中的核心地位。 （卢泰文在新品发布会后出席新闻发布会） 针对此前有关新手机会被命名为Galaxy G Fold的传闻，卢泰文表示："我们正在努力开发一款三折屏智能手机，目标是在今年年底推出。目 前专注于完善产品及其可用性，但尚未决定其名称。随着产品接近完成，我们计划很快做出最终决定。" 而对于三折叠手机的实用性，他也表示，公司在2019年首次推出折叠屏手机时，智能手机行业也曾报以怀疑的态度，但现在折叠屏已经成 为了一个重要的细分市场。 据财联社此前报道，三星在周三的发布会上发布了三款折叠屏新机，分别为Galaxy Z Fold 7、Z Flip 7和首款廉价版Z Flip7 FE。核心卖点 包括减薄机身厚度提升手感，Fold 7折叠时的厚度为8.9毫米，展开时的厚度为4.2毫米。 卢泰文表示 ...

硬件方面，激光雷达上除小鹏P7+使用纯视觉方案无激光雷达外，其余都配备了激光雷达。腾势Z9GT 配备了2颗，且一反常规布置在车头下方两侧传统的雾灯位置。25款的问界M9把数量提高到了4颗，实 现前后左右四个方向的激光雷达覆盖，其余小米SU7和理想L9均配备1颗激光雷达。 辅助驾驶芯片算力上，理想L9、小米SU7、小鹏P7+均达到了508TOPS，都配备2颗英伟达Orin-X芯片。 腾势Z9GT依靠1颗英伟达Drive Orin芯片，算力为254TOPS，问界M9芯片信息官方并未公布。 凤凰网科技讯 7月10日，2025年5月，凤凰车研所测试团队对问界M9、理想L9、腾势Z9GT、小米SU7和 小鹏P7+进行了辅助驾驶测试，并发布首期辅助驾驶实测评分榜，最终理想L9以90分总评分位列榜首， 问界M9和小鹏P7+分别以87分和76分的评分暂列第二、第三位，小米SU7和腾势Z9GT则以70分的成绩 并列首期榜单第四位。 测试车型的年款配置方面，问界M9为指导价53.98万元的2025款增程版266km Ultra6座，理想L9为指导 价43.98万元的2024款Ultra，腾势Z9GT为指导价33.48万元的202 ...

Galaxy Z Fold7搭载了8.0英寸（直角）的第二代动态AMOLED主屏幕，相比上代产品，主屏幕尺寸增大 了11%，为多任务处理、影音创作及移动办公提供了更大的操作空间。 其中，三星Galaxy Z Fold7作为Galaxy Z系列的最新旗舰作品，拥有轻薄的机身设计，该机重量仅为215 克，折叠状态下厚度仅为8.9毫米，展开后薄至4.2毫米，一举成为全球重量最轻的大折叠屏手机。 （原标题：三星发布Galaxy Z Fold7：全球最轻大折叠） 7月10日，三星电子正式发布新一代折叠屏智能手机Galaxy Z Fold7与Galaxy Z Flip7。 在性能方面，Galaxy Z Fold7搭载了高通骁龙8至尊版移动平台（for Galaxy），NPU性能提升41%，CPU 提升38%，GPU提升26%，为设备智能化提供基础。 在AI体验上，两款新机均将Galaxy AI赋能的个性化体验提升至新高度。例如用户可直接在Galaxy Z Flip7的外屏上通过语音进行搜索、获取信息或是交互操作，而Galaxy Z Fold7也深度整合了Galaxy AI能 力，实现了多模态智能助手与折叠形态的深度整合。 ...

7月9日晚间，三星Galaxy Z Fold7、 Galaxy Z Flip7 FE手机正式发布。 图片来源：三星 性能方面，Galaxy Z Fold7搭载高通骁龙8至尊版For Galaxy处理器，内置4400mAh电池，支持 天通卫星通信，支持25W有线快充+无线充；Galaxy Z Flip7 FE搭载4nm Exynos 2400芯片，内 置4000mAh电池，支持25W有线快充和15W无线充电。 影像方面，Galaxy Z Fold7搭载10MP自拍摄像头，机身后置200MP主摄+ 12MP超广角+ 10MP 长焦；Z Flip7 FE配备10MP前置摄像头，后置则为50MP主摄（支持双像素对焦与光学防抖）和 12MP超广角镜头。 新机国内售价： 三星Galaxy Z Fold7 据悉，Galaxy Z Fold7可选蓝/白/灰三种配色，展开厚度4.2mm，折叠厚度8.9mm，重量215g （比之前荣耀Magic V5的217g更轻，成为全球最轻的大折叠手机） ；Galaxy Z Flip7 FE则是该 公司首款"粉丝版"（Fan Edition）折叠屏手机， 也是目前三星首发价格最亲民的折叠屏产 ...

当地时间7月9日，三星电子在纽约推出三款折叠屏手机：Galaxy Z Fold7国行预售起步价为13999元， Galaxy Z Flip7为7999元，Galaxy Z Flip7 FE为6499元。 在纸面参数上，Galaxy Z Fold 7合屏厚度为8.9毫米，展开厚度4.2毫米。它比上一代要轻得多，重215 克。屏幕方面，Fold 7外屏升级至6.5英寸，内屏则达到8英寸。 作为对比，荣耀上周推出的全球最薄折叠屏手机Magic V5的折叠厚度为8.8毫米，而在重量上，荣耀 Magic V5和vivo的X Fold5的机身重量均为217克，比Galaxy Z Fold 7略重。 然而，新一代Galaxy Z Fold 7有个难以忽视的缺点，其电池容量仅为4400mAh，远低于竞赛对手荣耀 Magic V5的6100mAh电池、vivo X Fold5的6000mAh电池或OPPO Find N5的5600mAh电池。 影像系统方面，Galaxy Z Fold 7包括2亿像素的主摄、1200万像素超广角和1000万像素长焦镜头，外屏 配备1000万像素自拍镜头，内屏则采用400万像素屏下摄像头。 三星G ...