中国银行
书名：大和抚子|作者：笑无语|本书类别：古言|更新时间：09:32:43|字数：3896字
一 |
Apple Intelligence has been formally integrated with Alibaba's Qwen model on macOS, according to Apple's Chinese website on Saturday, enabling voice assistant and text-generation functions and marking a significant step forward in the rollout of Apple's AI services in the Chinese market.
Users need to configure the feature in system settings and log in to a Qwen account before it can be used, the website shows. Once set up, they can generate text through Writing Tools and use Siri to obtain answers from Qwen.
Users control when Qwen is used and are asked before any information is shared, according to the website. They can also choose to let Siri send requests to Qwen automatically without asking. Alibaba cannot use these requests to improve or train its models, the website says.
On July 15, China's cyberspace regulator published its latest registration list for generative AI services, under which seven on-device generative AI services for mobile phones, including "Apple Intelligence," completed registration. The filing lists Apple Technology Development (Shanghai) Co as the registrant for "Apple Intelligence," according to the official WeChat account of Cyberspace Administration of China.
Alibaba's Qwen model would be integrated into Apple Intelligence across Apple's iPhone (iOS), iPad (iPadOS), Mac (macOS) and Vision Pro (visionOS) operating systems in China, Reuters reported in July.
As of press time, the Global Times found no corresponding information on Apple's web pages for iOS, iPadOS and visionOS devices such as the iPhone, iPad and Apple Vision Pro indicating that Apple Intelligence there supports Qwen.
Alibaba is not Apple's only AI partner in China, however.
Apple will also work with Baidu, with the two sides focusing on developing AI search capabilities, the National Business Daily reported, citing a person familiar with the matter. Those capabilities form part of the Apple Intelligence feature set and, beyond supporting image and text processing, will be used to upgrade the Chinese version of Siri.
Apple reported revenue of $109.4 billion for its fiscal third quarter which ended June 27, up by 16 percent. Revenue in the Chinese mainland, Taiwan, Hong Kong and Macao rose by 22 percent to reach $18.816 billion. CEO Tim Cook told CNBC that the iPhone set a June-quarter record in the Greater China region and the Mac its best quarter ever there.
Global Times
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长安汽车关于战略重组的公告
同日，东风汽车发布公告称，2月9日公布的正在与其他国资央企集团筹划重组事项，因接到间接控股股东东风公司通知，暂不涉及相关资产和业务重组。与此同时，该公司正常生产经营活动不会受到影响。东风汽车关于战略重组暂停的公告
随着此次业务调整，长安汽车等于“原地升级”为一级央企，成为与中国一汽和东风公司平级的存在。2025年2月9日，长安汽车和东风集团股份就同步发布了控股股东“正在与其他国资央企集团筹划重组事项”的信息。随即，长安汽车和东风集团这两家汽车央企将合并重组，成为业内关注的焦点。
二 | 但此后，长安汽车和东风集团双方都未向外界披露关于重组进展的消息。
直至2025年4月的长安汽车2024年度业绩说明会上，长安汽车董事长朱华荣称战略重组已“基本完成”，并表示“汽车央企的战略重组，是为了打造具有全球竞争力、拥有核心技术，引领智能网联新能源汽车变革的世界一流汽车集团，这与长安的发展目标是契合的”。这一言论的发表，再次引发外界猜想。只是更多的猜想是朝着长安汽车与东风汽车合并的方向去的。2024年，长安汽车集团销量同比增长5.12%至268.38万辆。其中，自主品牌和新能源汽车分别售出了223万辆和73.4万辆，海外市场销量也达到了53.6万辆。特别是在新能源汽车领域，长安汽车全年销量增幅高达52.8%。同时，该公司旗下的阿维塔、深蓝、启源等新能源品牌都取得了业绩突破。
三 | 根据规划，长安汽车从2025年起不再开发非智能化新产品，并将在未来3年推出35款数智新汽车；2026年天枢智驾将实现全场景L3级自动驾驶，2028年实现全场景L4级功能。此外，长安汽车预计将于年底完成新一代飞行汽车的试飞，并计划到2028年推出人形机器人产品。
随着级别的提升，长安汽车在整个市场的话语权、号召力也将进一步扩大。与此同时，长安汽车的汇报层级将因此减少，有利于公司日常管理运营效率的提升，从而在技术开发、市场策略等方面能在应对行业变化方面做出更快反应。如若让东风汽车与长安汽车合并，确实存在不小挑战。经历数十年的发展，东风汽车和长安汽车两大央企的内部系统都十分庞杂，管理风格等方面也存在不同，再加上双方部分汽车品牌还有一定的竞争关系。这将导致双方在多个方面可能长期遭遇融合和磨合问题。
四 | 在当下整个汽车产业快速转型的重要时期，相应的内部矛盾可能会对双方整体发展带来一定的阻力。
此次长安汽车与东风汽车的兼并暂停，对于后者的压力也有所减小。未来，长安汽车和东风汽车都将能够专心于自身业务，延续此前既定的战略规划。
