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“红灯停表”，让安全与效率不再是单选题_我的网站

明日之子

一 |

A logo of Moore Threads at the 2025 World Artificial Intelligence Conference in Shanghai on July 28, 2025 Photo: VCG
Chinese chipmaker Moore Threads, often described as "China's Nvidia" or "Nvidia alternative," reported fast revenue growth in the first half of 2026, which exceeded its entire 2025 full-year figure. The growth accompanied other domestic graphics processing unit (GPU) companies' gains, marking a clear shift toward profitability.
Moore Threads, China's GPU leader, reported 1.736 billion yuan ($257 million) in first-half revenue, up 147.42 percent year-on-year. Gross profit reached 989 million yuan, up 103.78 percent, while net losses attributable to shareholders narrowed sharply by 95.73 percent, according to the financial results released on Sunday.
The company attributed the strong growth to booming artificial intelligence (AI) demand for full-function GPUs and the accelerated commercialization of its Kuae intelligent computing clusters.
Moore Threads maintained heavy research and development (R&D) spending of 769 million yuan in the first half, up 38.16 percent year-on-year, bringing cumulative investment since 2022 close to 5.9 billion yuan. As of the end of June, it filed 2,167 patent applications and held 788 authorized patents, which ranked among the top ranks of domestic GPU enterprises, the company said.
As a result of its investment in R&D, Moore Threads' flagship MTT S5000 GPUs have realized large-scale sales, with deployments in Beijing, Wuxi, Hangzhou and other cities. The first batch of intelligent computing clusters passed national security and reliability evaluations and achieved multiple "domestic chip training domestic models" breakthroughs. Its MUSA software stack now supports more than 800,000 developers.
Moore Threads also announced plans for an IPO in the Hong Kong market. It was listed on Shanghai's STAR Market on December 5, 2025.
"Chinese firms are increasingly turning to domestic suppliers, accelerating demand for local AI accelerators. Under the combined forces of surging inference computing needs and continued capital expenditure by major cloud providers, the domestic GPU and AI chip sectors are moving from an investment phase into a commercialization and profit-delivery phase," Yang Delong, chief economist at Shenzhen-based First Seafront Fund, told the Global Times on Sunday.
Biren, Moore Threads, MetaX and Enflame Technology are dubbed China's "four little dragons" in the GPU sector. Apart from Moore Threads, the other companies also showed rapid growth in their recent financial results.
In June, MetaX reported first-quarter revenue of 562 million yuan, up 75.37 percent year-on-year, and said that it had begun volume sales of its next-generation general-purpose GPU C600, representing further breakthroughs in the areas of domestic adaptation and supply chain autonomy control.
Enflame Technology reported 1,474.85 percent year-on-year growth in its revenue in the first quarter. The company estimated that its first-half revenue would grow 258.68-289.13 percent, likely to reach the level of the entire year of 2025.
Domestic GPU company Biren in March released its first financial results after being listed in Hong Kong. It reported 207.2 percent full-year growth in revenue in 2025, with gross profit up 210.8 percent.
Fellow AI chip leader Cambricon also delivered equally robust results on Friday. Its first-half revenue hit 5.996 billion yuan, up 108.13 percent year-on-year, while net profit attributable to shareholders rose 122.61 percent to 2.311 billion yuan.
Growth was driven by deeper partnerships with leading financial and internet firms and scaled commercial deployments. Cambricon said that it completed adaptation support for major Chinese open-source AI models including GLM, DeepSeek, Qwen, Kimi and MiniMax, strengthening its domestic AI computing ecosystem.
Ma Jihua, a veteran industry insider, told the Global Times that multiple Chinese companies are advancing along different technological routes covering high-, mid- and low-end products.
"With rapidly expanding capacity, they are better meeting domestic needs and beginning to reach global markets, thereby promoting more accessible AI," said Ma.
"The AI technology sector's high prosperity is expected to persist, remaining a core investment theme with substantial medium- and long-term opportunities," said Yang.
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二 | 　　近日，平台经济“破卷向善”第二次协商对话在京召开。京沪两地市场监管部门围绕外卖骑手算法优化，组织美团、淘宝闪购、京东外卖三家平台共商共治。三家平台表示将率先集中在京落地“红灯停表”，骑手等红灯的时长在考核时间中顺延，9月起在朝阳区、通州区、经开区等部分区域率先试运行。

三 | 　　所谓“红灯停表”，即平台接入交管部门实时信号灯数据，结合骑手位置、行驶轨迹精准匹配，识别骑手确在路口等灯后累计实际等待时长并自动顺延配送时间，全程无需申诉、不扣服务分。　　这一功能看似只是计时方式的微调，击中的却是行业顽疾的命门。长期以来，骑手被夹在交通法规与配送倒计时之间——主干道一个红灯动辄90秒甚至180秒，一趟经过数个路口;手上压着多单时，盯着倒计时的焦虑可想而知。

四 | 算法将个人无法自主控制的时间成本转嫁给骑手，客观上形成“守法吃亏、冒险获利”的逆向激励。今年以来，中央网信委《生活服务类平台算法负面清单(试行)》、中华全国总工会等四部门《平台劳动规则和算法协商指引(试行)》相继印发，直指算法计时痛点。“红灯停表”正是政策导向的具象落地——把交通规则刚性要求嵌入平台算法逻辑，从制度层面消除“抢灯”动机，让安全与效率不再是一道单选题。

五 | 　　这更是城市治理思维的一次跃升。以往治理新业态交通乱象，多惯于“事后管人”：闯红灯罚款，超时处罚，却鲜少追问骑手为何冒险。“红灯停表”用公共交通规则约束平台算法的效率冲动，从源头消除违法诱因，实现从“末端惩戒”到“源头疏导”的转变。江苏苏州首批1100个路口上线“红灯停表”功能以来，试点区域骑手闯红灯率持续改善，交通事故率有所降低，绝大多数订单补时不足2分钟，用户配送体验未受明显影响。

六 | 这表明，给劳动者松绑不等于给效率打折，规则与速度完全可以兼得。　　更深一层看，“红灯停表”是政务数据开放赋能民生治理的生动样本。从江苏苏州1100个路口试点到江苏无锡全城4253个路口全覆盖，只用了短短10余天;北京紧随其后启动三区试运行……这些实践都印证了模式的可复制性。不同于“一刀切”的粗放规则，它承认每名骑手、每段路程的真实差异，用数据精度匹配治理精度，实现了从“统一计时”到“量身核算”的转变，本质上体现的是以人为本的精细化治理理念。