8:01 AM | Ne Zha 2 Tops China's Box Office Record; During the peak return period, some passengers with tickets couldn't get on the train. The station responded: "Buying short-distance tickets but traveling long distances" led to overcrowding; Pangdailai Responded to the Issue of Red Underpants Sold Causing Color Fading and Allergic Reactions.
TOP3 Big News
Nezha 2 Tops the Box Office Chart in Chinese Film History
36Kr has learned that according to Dengta Professional Edition, at around 16:00 on February 6, the total box office (including preview screenings and advance sales) of "Nezha: The Devil Child Causes Havoc in the Sea" exceeded 6 billion yuan, surpassing the previous box office record of 5.775 billion yuan held by "The Battle at Lake Changjin" and topping the box office chart in Chinese film history.
Since the film was released on the first day of the Chinese New Year, January 29, 2025, it took only 6 days and 19 hours for the box office to break through 5 billion yuan, showing a strong market explosive power. Currently, the AI of the two major platforms, Dengta and Maoyan, predicts that the final box office of "Nezha 2" is expected to exceed 9.4 billion yuan, or even higher. (36Kr, Jiemian News)
Passengers claim that they couldn't board the train despite having tickets during the return peak, and the station staff respond: Buying short-distance tickets but traveling long distances causes overcrowding
According to Jimu News, February 4 was the last day of the Spring Festival holiday, and various places welcomed the return peak. On the evening of the 4th, a netizen from Henan posted a video saying that when the K774 train passed through a station, due to the large number of people in the carriages, some passengers were reluctantly refused to board the train, "Not allowed to board even with tickets."
On February 5, the staff of the station involved responded, "This is indeed the case. Because many people in the train 'buy short-distance tickets but travel long distances', and do not get off at the original ticketed station, the number of people is increasing. Some passengers couldn't board the train due to overcrowding, and the station has actively coordinated and dealt with it. After the passengers refunded their tickets, some left on their own, and some chose to take the subsequent trains." The 12306 customer service said, "We have not received relevant information for the time being. Regarding the problem that 'buying short-distance tickets but traveling long distances' may cause overcrowding, it depends on how the on-site staff handle it."
It is worth noting that the situation where "buying short-distance tickets but traveling long distances" causes overcrowding and overcapacity in trains is not the first time it has occurred. During the Spring Festival travel rush or holiday peaks, it is often "difficult to get a ticket". Some ticket-buying platforms, in order to meet the urgent ticket-buying needs of users, use rhetoric such as "increasing the ticket-buying success rate" and "it is more convenient to buy tickets after boarding" to induce users to buy tickets in the way of "buying short-distance tickets but traveling long distances" and "boarding the train first and then buying tickets later". Once overcrowding and other situations occur, it may lead to passengers being unable to reach their destinations smoothly, or facing the trouble of being forced to transfer or having their itineraries delayed. The railway department has issued warnings many times, clearly stating that it has never authorized any third-party platform to sell train tickets. (Jimu News)
Pangdonglai Responds to Allegations of Color Fading and Allergic Reactions from Red Underwear Sold: A Special Investigation Team Has Been Formed to Investigate and Verify
According to Jiemian News, recently, a netizen posted a video claiming that the red underwear purchased from Pangdonglai had problems of color fading and causing allergic reactions.
On February 4, Pangdonglai released a statement saying that the company has formed a special investigation team to conduct a strict investigation into the details of the incident. After the investigation is clear, the results of the incident will be publicly announced on the official platform as soon as possible. To ensure safety and quality, before the investigation results come out, the products of this brand series have been removed from the shelves first, and at the same time, a comprehensive review of all underwear and lingerie products in the clothing department, general merchandise department, and supermarket department has been carried out. (Jiemian News)
Big Companies/Big Events
Pop Mart Responds to the Popularity of Nezha Figurines: Urgently Adjusts Production Plan and Actively Replenishes Stocks
At noon on February 6, the box office of the film "Nezha: Birth of the Demon Child 2" exceeded 5.779 billion yuan, surpassing "The Battle at Lake Changjin" and topping the box office chart of Chinese film history. The film has also driven the sales of blind box figurines. A person from Pop Mart said that since both sides are IP companies and highly recognize the quality of each other's products, the overall cooperation has also proceeded smoothly. The "Nezha: Birth of the Demon Child 2" Innate Bondage Series figurines gradually sold out in various channels of Pop Mart as the popularity of the movie increased. "We urgently adjusted the production plan and actively replenished stocks." (The Paper)
Official Notice: A Tourist in Zhangjiajie Ordered 2 Dishes for 844 Yuan: Ordered to Close and Under Investigation
On the afternoon of February 6, the Office of the Tourism Work Committee of Yongding District, Zhangjiajie City issued a notice: Some netizens claimed that they "seemingly encountered a situation where taxis and restaurants jointly rip off tourists". After noticing this incident, Yongding District immediately launched a joint investigation in accordance with the law and found that the involved catering establishment "Tu Jiayuan" had the act of ripping off tourists, such as giving kickbacks to taxi drivers to attract customers. Currently, the business entity involved has been ordered to suspend business and is under investigation.
Previously, a consumer posted on a social platform that when traveling in Zhangjiajie recently, the taxi driver took them to the "Tu Jiayuan" restaurant on Yingbin Road in Yongding District. As soon as the two arrived at the restaurant, the waiter warmly entertained them and recommended the signature dish, giant salamander. "Before they could react, the waiter had already weighed the fish." After the dishes were served, the consumers found that the portion of the dishes was very small, and it cost 258 yuan per catty, which was far from the market price. Eventually, the two ordered two dishes and spent a total of 844 yuan. (Qianjiang Channel, Zhejiang Television Station)
Lei Jun once advised young people to learn AI as soon as possible
According to Kuaitech, Lei Jun, the CEO of Xiaomi, said in an interview at the Two Sessions last year, "Artificial intelligence is the hottest topic in technological innovation nowadays. We should adapt to this new era as soon as possible. Now AI has begun to be applied in various industries. We should make good use of AI tools. When most people don't know how to use them at the beginning, if you can use them, it will be an opportunity for you, and the speed of solving problems with AI tools will be much faster than others." (Kuaitech)
The three major U.S. stock indexes closed with mixed results, and most large technology stocks rose
36Kr learned that as of the close on February 6, the three major U.S. stock indexes closed with mixed results. The Dow Jones Industrial Average fell 0.28%, the Nasdaq Composite Index rose 0.51%, and the S&P 500 Index rose 0.35%. Most large technology stocks rose. NVIDIA rose more than 3%, Amazon and Meta rose more than 1%, and Apple, Microsoft, and Google rose slightly; Tesla fell more than 1%. Popular Chinese concept stocks generally rose. iQIYI rose more than 7%, Li Auto rose more than 6%, Weibo rose more than 5%, XPeng Motors and Bilibili rose more than 3%, Pinduoduo rose more than 2%, and Alibaba and NetEase rose more than 1%.
DeepSeek: All charging behaviors claiming to be related to the official DeepSeek group are counterfeit.
On February 6, the DeepSeek WeChat public account released an explanation about the official information release and service channels of DeepSeek: Recently, we have noticed that some counterfeit accounts and false information related to DeepSeek have caused misguidance and trouble to the public. All information related to DeepSeek is subject to the release of the official account. Any information released by non-official accounts or personal accounts does not represent the views of DeepSeek. Please be careful to distinguish. Currently, except for the official DeepSeek user communication WeChat group, we have never established any groups on other domestic platforms. All charging behaviors claiming to be related to the official DeepSeek group are counterfeit. Please carefully distinguish to avoid property losses. (Jiemian News)
In the random inspections of gold jewelry in the past three years, a total of 618 batches were unqualified.
According to Times Weekly, recently, "Consumer Reports" sorted out the random inspection situation of gold and jewelry ornaments released by the State Administration for Market Regulation and the market supervision and administration bureaus of various provinces, autonomous regions and municipalities in the past three years. The results show that from January 2022 to December 2024, the regulatory authorities randomly inspected 4,458 batches of gold and jewelry ornaments, among which 618 batches were unqualified. Many well-known gold brands such as Chow Tai Fook, China Gold, Lukfook Jewellery, Lao Miao, Lao Feng Xiang (50.510, -0.37, -0.73%), DR and other brands were "listed". The unqualified items mainly include identification, names of gemstones and jade, and purity.
According to the statistics of "Consumer Reports", in the past three years (from January 2022 to December 2024), the State Administration for Market Regulation and the market supervision and administration bureaus of various provinces, autonomous regions and municipalities randomly inspected a total of 4,458 batches of gold and jewelry ornaments. The products involve necklaces, pendants, bracelets, rings, etc. Among them, 618 batches were unqualified, and the overall qualification rate is about 86.1%. (Times Weekly, Consumer Reports)
Xin Xuan Group was fined 1.75 million yuan for false live-streaming promotion
The website of the National Enterprise Credit Information Publicity System shows that recently, Guangzhou Xin Xuan Network Information Technology Co., Ltd., an affiliated company of Xin Xuan Group, was fined 1.75 million yuan by the Baiyun District Market Supervision and Administration Bureau of Guangzhou for illegal false promotion. The reasons for the punishment show that the party promoted products such as "Hepurno Epico", "Ailebeijia Aibike", and "Jiu Zhitang Artemisia Argyi Sanfu Plaster" for the partner through a live-streaming room on a certain platform. Consumers jumped to the store opened by the partner on a certain platform through the live-streaming room link to purchase the above-mentioned goods. During the live-streaming with goods, the anchor of the party, in addition to the promotional content of the selling points of the goods, committed illegal acts of deceiving and misleading consumers by exaggerating the promotion and fabricating the functions and performance of the goods. (Jiemian News)
Over 1.9 Billion Express Packages Were Collected and Delivered During the Spring Festival Holiday Nationwide
It is learned from the State Post Bureau that during this year's Spring Festival holiday (from January 28 to February 4), the national postal and express delivery industry collected and delivered over 1.9 billion express packages. Among them, 1.145 billion express packages were collected, an increase of 31% compared with the same period of the previous lunar calendar; 782 million express packages were delivered, an increase of 26.7% compared with the same period of the previous lunar calendar. (Economic Information Daily)
The new round of oil price adjustment is stranded, and the oil price will not be adjusted in this round.
Reporters learned from the National Development and Reform Commission on February 6 that the new round of refined oil price adjustment window opened at 24:00 on February 6. According to the monitoring of the Price Monitoring Center of the National Development and Reform Commission, during the current round of refined oil price adjustment cycle (January 16 - February 5), international oil prices fluctuated and declined. According to the calculation of the current domestic refined oil price mechanism, the adjustment amount per ton is less than 50 yuan. The prices of gasoline and diesel will not be adjusted this time, and the unadjusted amount will be accumulated or offset in the next price adjustment. (CCTV Finance)
Some countries prohibit and restrict the use of DeepSeek, and the Ministry of Foreign Affairs responds
The spokesperson of the Ministry of Foreign Affairs, Guo Jiakun, presided over the regular press conference. A Yonhap News Agency reporter asked that, according to reports, some government departments in South Korea have blocked access to DeepSeek. Previously, there were also reports that countries such as Italy, Australia, India, the United States, and Japan have banned or restricted the use of DeepSeek, and some enterprises have also blocked access to DeepSeek. How does China view these trends? Guo Jiakun said that he has noted the relevant situation. He emphasized that the Chinese government attaches great importance to and protects data privacy and security in accordance with the law, and has never and will not require enterprises or individuals to collect or store data in an illegal manner. China consistently opposes the generalization of the concept of national security and the politicization of economic, trade, scientific and technological issues. At the same time, China will firmly safeguard the legitimate rights and interests of Chinese enterprises. (Beijing Daily)
Ministry of Commerce: The consumer market in the first quarter will generally continue to show a steady growth trend
The spokesperson of the Ministry of Commerce, He Yongqian, said that China's consumer market has strong resilience, great potential, and sufficient vitality, and the basic trend of recovery and improvement has not changed. With the intensification and expansion of the policy of trading in old consumer goods for new ones, and the orderly conduct of various consumer promotion activities, the consumer market in the first quarter will generally continue to show a steady growth trend. According to the business big data monitoring of the Ministry of Commerce, during the Spring Festival in 2025, the sales of key retail and catering enterprises nationwide increased by 4.1% year-on-year, and the consumer market achieved a stable start. At the same time, both commodity consumption and service consumption showed significant growth during the Spring Festival. In terms of commodity consumption, the sales of home appliances and communication equipment of key monitored retail enterprises increased by more than 10% year-on-year. In terms of service consumption, the total domestic travel expenditure during the Spring Festival holiday was 677 billion yuan, an increase of 7% year-on-year; the number of domestic trips was 500 million, an increase of 5.9% year-on-year. (Securities Times)
Apple M5 begins mass production, adopting TSMC's N3P process technology
According to ETnews, Apple has begun mass-producing the M5 series chips, which will be released in the second half of this year. It is expected to be first equipped in the iPad Pro. The Apple M5 series chips are the first to adopt TSMC's latest 3nm process technology N3P. Compared with the previous process, the performance of N3P has increased by 5%, and the power consumption has decreased by 5% - 10%. Moreover, the Apple M5 series chips use TSMC's SoIC-MH packaging technology, which is TSMC's latest packaging solution. (Caixin)
Apple May Release the New Generation iPhone SE as Soon as Next Week, Expected to Go on Sale within the Month
Insiders say that Apple is expected to release the next-generation iPhone SE as soon as next week, or it may start selling later this month. It is revealed that Apple is unlikely to hold a launch event for this device but will release it through the official website. It is reported that the design of the iPhone SE 4 is similar to that of the iPhone 14 and will incorporate the company's artificial intelligence software, Apple Intelligence. (Jiemian News)
Tesla Recruiting to Advance Humanoid Robot Mass Production, Musk: Expected to Generate $10 Trillion Long-Term Revenue
According to IT Home, Tesla has posted recruitment information for multiple engineering positions at its factory in Fremont, USA. This move indicates that the company is accelerating the mass production process of its humanoid robot Optimus. According to Tesla's official website, there are currently at least 12 job vacancies related to the Optimus project, covering multiple key positions such as manufacturing engineers, production managers, and process supervisors.
Previously, Tesla CEO Elon Musk has said that the Optimus humanoid robot is expected to generate a long-term revenue of up to $10 trillion (approximately 72.79 trillion yuan) in the future. Musk also clearly set a mass production target: It plans to produce 10,000 Optimus robots in 2025 and start commercial deliveries in the second half of 2026. (IT Home)
After ending merger talks with Honda, Nissan is reportedly looking for a new partner and turning its attention outside the industry
According to Bloomberg, sources familiar with the matter said that Nissan Motor is preparing to end talks with Honda Motor to form a joint holding company and is looking for a new partner. Nissan wants to find a partner that is preferably from the technology industry and headquartered in the United States. North America is Nissan's most important market, and the comprehensive transformation towards electrification and automation is prompting global automakers to seek alliances with other industries. One person familiar with the matter said that Honda proposed to acquire Nissan and become its parent company, but it was strongly opposed within Nissan. The person added that the level of investment is also a sticking point. (Jiemian News)
Due to a surge in demand, banks such as Morgan Stanley are said to have sold $5.5 billion in X-related debt
According to Bloomberg, sources familiar with the matter said that a group of banks led by Morgan Stanley sold $5.5 billion in debt related to Elon Musk's social platform X because investor demand was greater than expected. The banks initially planned to sell loans worth approximately $3 billion but received enough interest to split more debt. Eventually, the banks were able to sell all the remaining top-level borrowings, which were used to finance Musk's acquisition of Twitter. The loan was priced at 97 cents per US dollar, the sources said, which is a smaller discount to face value than initially expected and almost guarantees that the banks will not suffer losses on the largest portion of the X-related borrowings. (Jiemian News)
Japanese Laboratory and Intel Start to Develop the Next Generation of Quantum Computers
According to Nikkei, the National Institute of Advanced Industrial Science and Technology (AIST) in Japan is collaborating with Intel to develop the next generation of quantum computers using the latter's advanced chips. It is expected that the development cost will reach tens of billions of yen. (Cailian Press)
The Japanese Console Game Market Shrinks for the First Time in 5 Years
According to the news from ZOL Zhongguancun Online, recently, the latest statistics released by the game media Famitsu show that the scale of the domestic home game market in Japan in 2024 has significantly decreased by 25.4% compared to the previous year, to 301.32 billion yen. This is the first time that the Japanese home game market has fallen into a shrinking state since 2021.
From the hardware perspective, the decline in console sales is particularly evident. In 2024, console sales in Japan dropped sharply by 29.2% to 189.4 billion yen, setting a record of the first contraction in nearly 5 years. Although the Nintendo Switch series has firmly held the top position for the 8th consecutive year, its sales decline trend cannot be ignored. The sales of this series of models have declined for 4 consecutive years, with a 23% decrease compared to last year. The sales of Sony PS5 series models in 2024 decreased by 44% compared to last year.
The game software field also shows a downward trend, with a 17.9% decline, and it has been shrinking for the second consecutive year. In the top 10 list of Japanese game software sales in 2024, games on the Nintendo Switch platform have shown strong dominance, occupying 9 seats. (ZOL Zhongguancun Online)
Boeing expects to deliver 2,835 commercial aircraft to airlines in India and South Asia in the next 20 years
Boeing said on February 6 that it expects to deliver 2,835 commercial aircraft to airlines in India and the South Asia region in the next 20 years. This forecast is higher than Boeing's forecast for the next 20 years released last year, when the company expected to deliver 2,705 aircraft. (Sina Finance)
The number of initial jobless claims in the US last week was 219,000.
Data released by the US Department of Labor on February 6 shows that the number of initial jobless claims in the US last week was 219,000. The estimate was 213,000, and the previous value was 207,000. (Jiemian News)
Low demand leads Hyundai Motor to suspend production of some electric vehicles in South Korea
It is reported that due to the low domestic demand in South Korea, Hyundai Motor has decided to adjust its production. It will suspend the operation of production line No. 12 at Ulsan Plant 1 in South Korea from February 24 to 28. This production line manufactures Ioniq 5 and Kona electric vehicles. (Jiemian News)
SK On Completes Three-Way Merger
36Kr learned that according to the official Weibo of SK China, SK On, the new energy vehicle battery manufacturing company under the South Korean SK Group, has officially merged with SK Enterm. Previously, it has already merged with SK Trading International.
The Forefront of AI
Due to the tight server resources, DeepSeek has suspended API service recharge
36Kr learned that DeepSeek has suspended API service recharge. The official statement said, "Currently, the server resources are tight. To avoid business impact on you, we have suspended API service recharge. The existing recharge amount can still be used. We apologize for the inconvenience!"
Google Releases New Generation Gemini Series Large Models
Google has released the experimental versions of Gemini 2.0 Flash, Gemini 2.0 Flash-Lite, and the new generation flagship large model Gemini 2.0 Pro. Google claims that Gemini 2.0 Pro currently has the strongest coding performance and the ability to handle complex prompts among the models released by the company, with 2 million tokens. Google has also launched the experimental version of the reasoning model Gemini 2.0 Flash Thinking in its Gemini App. (Cailian Press)
NetEase Youdao Fully Embraces DeepSeek-R1, Accelerating the Upgrade of Personalized Teaching with Inference Large Model
36Kr learned that on February 6, NetEase Youdao announced that it fully embraces DeepSeek-R1. Its AI comprehensive subject learning assistant "Youdao Xiaop" combines the thinking and analysis capabilities provided by the long-thinking-chain of DeepSeek-R1 to further optimize its personalized Q&A function. It can provide more in-depth and more accurate problem-solving ideas, significantly upgrading the user experience. In addition, products such as Hi Echo, Youdao Zhiyun, and QAnything will also fully access the DeepSeek inference capability and will be upgraded one after another in the near future. The new intelligent hardware products integrating the new inference large model capability and the 2.0 version of "Youdao Xiaop" will be officially launched soon.
Peking University and Hong Kong University of Science and Technology Jointly Release the Multimodal DeepSeek Large Model Align-DS-V
36Kr has learned that the team of Peking University and the Hong Kong University of Science and Technology, based on their self-developed framework align-anything, has expanded the DeepSeek R1 series models to the image-text modality. After multimodal training, the performance of the model in text modality, scientific tasks, complex reasoning, mathematical code, and other aspects has been improved.
DeepSeek's Daily Active Users Exceed 20 Million, Two Companies Named DeepSeek Established in Hong Kong
Data shows that within 20 days of its launch, DeepSeek's daily active users exceeded 20 million. On February 5, two companies, Deepseek Limited and DEEPSEEK (HK) LIMITED, were established in Hong Kong, and both are private limited companies. It is worth noting that DeepSeek, namely Hangzhou Deep Exploration Artificial Intelligence Basic Technology Research Co., Ltd., has successfully registered multiple DeepSeek trademarks, with international classifications involving social law, design research, scientific instruments, etc. (Caixin Link)
Investment and Financing
"Azimuth" Completes Nearly 100 Million Yuan Series A Financing
36Kr learned that in January 2025, "Azimuth" successfully completed its Series A financing, with a total financing amount of nearly 100 million yuan. This round of financing is led by Zhongbing Beidou Application Research Institute, with Shenzhen Capital Group and Ruihe Asset as co-investors. Founded in 2021, Azimuth is committed to building a low-cost, easy-to-use indoor positioning, navigation, and timing system that seamlessly connects with the outdoor satellite navigation system, creating a unified high-precision positioning, navigation, and timing platform for both indoor and outdoor areas, and providing multi-industry service capabilities and solutions.
"Qi Algorithm" Receives Multi-Million-Level Strategic Investment
36Kr learned that "Qi Algorithm", a pet large model health company and an enterprise of Zhipu Z Plan, has recently received a multi-million-level strategic investment, exclusively invested by Z Fund. The funds raised will be mainly used for product research and development and commercialization. Yuanhe Capital serves as the exclusive financial advisor and is responsible for the subsequent financing.
"EnjoyTech" Announces Completion of Nearly 200 Million Yuan Angel Round Financing
36Kr has learned that "EnjoyTech" recently completed its angel round of financing. This round of financing is led by IDG, with Monolith, Matrix Partners China, ZhenFund, Sequoia Capital China Seed Fund, and Oasis Capital as co-investors. The total financing amount is close to 200 million yuan, and the post-investment valuation is approximately 600 million yuan. EnjoyTech was founded by Guo Renjie, the former Executive President of Dreame China, and was established in 2024. EnjoyTech is positioned in the AI + consumer hardware market. Currently, the first product is under development and is expected to be targeted at the home scene.
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