Krypton Evening News | Dreame has pledged 247 million shares of Jiamei Packaging to provide guarantees for a loan from Industrial Bank; Jensen Huang: SK Hynix's plan to double its wafer production capacity by 2030 is not sufficient
Large companies:
Most popular Chinese concept stocks rose before the U.S. stock market opened, with Bilibili up more than 5%
36Kr learned that most popular Chinese concept stocks rose before the U.S. stock market opened. As of press time, Bilibili was up more than 5%, NIO and Li Auto were up more than 2%, Alibaba was up 0.87%, JD.com was up 0.48%, XPeng was up 0.31%, Baidu was down more than 1%, and Pinduoduo was down 0.35%.
Tianyu Digital Technology: Currently, there is no physical AI business, and no relevant business revenue has been generated.
36Kr learned that Tianyu Digital Technology announced that the cumulative deviation value of the closing price increase of the company's stock for two consecutive trading days on June 5th and June 8th, 2026, exceeded 20%, which belongs to abnormal fluctuations in stock trading. After self - inspection by the company and verification with the largest shareholder, the information previously disclosed by the company does not need to be corrected or supplemented. No undisclosed material information that may have a significant impact on the stock price has been found. The company's production and business activities are normal, and the largest shareholder did not buy or sell the company's stock during the period of abnormal fluctuations. The company has noticed that some media have recently discussed the concept of "physical AI". However, as of now, the company has no physical AI business, and no relevant business revenue has been generated.
Fenglong Co., Ltd.: As of now, the company is not involved in the humanoid robot business
36Kr learned that Fenglong Co., Ltd. issued an announcement on abnormal fluctuations in stock trading. The cumulative deviation value of the closing price increase of the company's stock trading for three consecutive trading days has exceeded 20%. As of now, the company is not involved in the humanoid robot business. Its main business remains the R & D, production and sales of garden machinery parts, auto parts and hydraulic parts, and there has been no major change. There has been no major adjustment to the company's market environment or industry policies. The company's production and operation, core technology development, etc. are independent of those of Ubtech and its affiliated parties. As of now, there are no related-party transactions that need to be disclosed between the company and Ubtech and its affiliated parties, and the company has not provided any products to them. Fenglong Co., Ltd. has had two daily limit-ups in the last three trading days.
Ctrip: Has Joined the WeChat AI Ecosystem Layout as Part of the First Batch of Internal Testing Teams
36Kr learned that according to Ctrip's internal newsletter, on June 8th, the WeChat Open Class released the "Guidelines for Developers to Access the WeChat AI Ecosystem", stating that the WeChat Open Platform will provide developers with the ability to easily access the WeChat AI ecosystem on the basis of fully respecting developers' rights and their independent choices. Developers can actively authorize to access WeChat AI. The Ctrip mini-program has completed the initial access and adaptation as part of the first batch of internal testing developers. In the future, it will access the WeChat AI Agent in core scenarios such as hotel bookings, flight ticket inquiries, tourism vacations, and travel services. Next, the two parties will closely optimize and refine the product experience, and look forward to bringing a more intelligent service experience to users after the product is officially launched.
Rokid Releases Community Ecosystem Governance and Privacy Protection Rectification Statement: Fully Cleared Community Violation Content and Disposed of Involved Accounts
36Kr learned that on June 8th, Rokid issued a special rectification statement regarding the incident where users used its AI glasses to take and spread privacy - related content in public places. The company has fully cleared the community's violation content, disposed of the involved accounts, and upgraded the content review algorithm. Simultaneously, it has complained to e - commerce platforms to remove the "light - blocking stickers" and other violation accessories that can avoid shooting prompts. At the technical level, it has strengthened the hardware - level indicator light forced lighting mechanism and the occlusion detection algorithm. Subsequent new products will enhance physical and underlying protection capabilities. Rokid emphasizes that technology applications must adhere to the bottom line of privacy protection and calls on users to respect public order and good customs.
Orbbec: The company is not directly engaged in the development of physical AI
36Kr learned that Orbbec released an announcement on abnormal fluctuations in stock trading. The cumulative deviation of the closing price increase of the company's stock trading price for three consecutive trading days exceeded 30%. The company's main business is the design, R & D, production, and sales of 3D visual perception products. The main products include consumer - grade application devices, 3D visual sensors, and industrial - grade application devices. The company is not directly engaged in the development of physical AI. The R & D of physical AI technology requires large investment and has a fast - paced technological iteration. The expansion of downstream application industries/scenarios and commercialization are still in the early stage. If there are adverse changes in market demand, industry policies, and the technological competition landscape, there are uncertain risks in the revenue and profit contribution of relevant scenarios.
USI Electronics: Consolidated Operating Revenue in May Increased by 3.86% Year-on-Year
36Kr learned that USI Electronics announced that its consolidated operating revenue in May 2026 was RMB 4.504 billion, representing a 3.86% increase compared with the consolidated operating revenue in the same period last year, and a 3.74% decrease compared with the consolidated operating revenue in April 2026 on a month-on-month basis. The consolidated operating revenue from January to May 2026 was RMB 22.533 billion, representing a 0.42% decrease compared with the consolidated operating revenue in the same period last year.
Dreametech Pledges 247 Million Shares of Jiamei Packaging as Collateral for a Loan from Industrial Bank
Jiamei Packaging disclosed in the evening of June 8 that it recently received a "Notification Letter" from its controlling shareholder, Suzhou Zhuyue Hongzhi Technology Development Partnership. The company has pledged approximately 247 million shares, accounting for 50% of its shareholding, to Industrial Bank's Suzhou Branch for a stock pledge business. Zhuyue Hongzhi is controlled by Yu Hao, the founder of Dreametech. A little earlier, the company obtained a total of 494 million shares of Jiamei Packaging through agreement transfers, tender offers, etc., with a shareholding ratio of 45.01%, and the acquisition cost was approximately 2.2 billion yuan. The number of shares pledged this time accounts for 22.51% of the total share capital of the listed company. Jiamei Packaging stated in the announcement that this pledge is mainly for Zhuyue Hongzhi to fulfill the relevant financing arrangements when it previously acquired and made a tender offer for the company's equity. It is also a compliance guarantee measure implemented in response to the risk control requirements of Industrial Bank's merger and acquisition loans. It is not a share pledge by Zhuyue Hongzhi or the company's actual controller for their own financing needs. It does not involve third - party personal loans, capital lending, or other non - operating financing behaviors, and the pledged shares do not bear performance compensation obligations such as major asset restructuring. (Yicai)
Samsung: Discussed Short - term Cooperation on HBM4 and Foundry with NVIDIA CEO Jensen Huang
JUN, the head of Samsung Electronics' chip division, said that he had discussions with NVIDIA CEO Jensen Huang about short - term cooperation in the fields of HBM4 and wafer fabs. JUN said that they are collaborating on the research and development of autonomous driving chips required for the 4 - nanometer and 8 - nanometer nodes, as well as NVIDIA's accelerator chips. They also had extensive discussions on long - term cooperation, including HBM4E, foundry business, HBM5 and other future technologies. The foundry cooperation for next - generation chips was also discussed. (Caixin)
Investment and Financing:
"KunlunMeta AI" Secures 50 Million Yuan in Strategic Financing
36Kr learned that Hunan KunlunMeta Artificial Intelligence Application Software Co., Ltd. (KunlunMeta, KunlunMeta AI) announced the completion of a 50 million yuan strategic round of financing, led by Changsha Jingmei Integrated Circuit Design Co., Ltd., a wholly-owned subsidiary of A-share listed company Jingjiawei. It is understood that the two parties will focus on in-depth cooperation in fields such as chip design, computing power adaptation, joint product R & D, and ecological co - construction. Relying on Jingmei's advantages in domestic GPU computing power and KunlunMeta AI's software stack and scenario implementation capabilities, they will build an integrated solution of "domestic GPU + full - stack AI infrastructure".
New Products:
Tencent Unveils New Layout of WeChat AI Ecosystem, and Tongcheng Travel Becomes One of the First OTA Platforms to Connect
36Kr learned that on June 8th, Tongcheng Travel announced that it is about to fully connect to the WeChat AI agent ecosystem and become one of the first online travel agencies (OTA) to connect to the WeChat AI ecosystem. In the future, users can voice their travel needs through voice commands or text input within the WeChat AI agent. Then, artificial intelligence can be used to plan itineraries and provide services for comparing, deciding on, and booking travel products.
Today's Viewpoint:
Jensen Huang: SK Hynix's Plan to Double Wafer Production Capacity by 2030 Is Not Enough
NVIDIA CEO Jensen Huang said that SK Hynix's plan to double wafer production capacity by 2030 is not enough. (Caixin)
Other News Worth Paying Attention To:
National Data Administration: Cultivate a number of leading data annotation enterprises, unicorn enterprises, and gazelle enterprises to strengthen the data annotation industry
36Kr learned that the National Data Administration has issued the "Implementation Plan for Promoting the Construction of High - quality Industry - specific Datasets". It is mentioned that continuous efforts will be made to promote the pilot implementation of data annotation. The first batch of seven cities undertaking the pilot tasks of data annotation will be guided to continuously strengthen and deepen the data annotation industry. In regions with strong innovation capabilities, good development foundations, and excellent industrial characteristics, a number of data annotation innovation pilot zones will be gradually established. Regions with the necessary conditions will be orderly guided to carry out the construction of pilot zones according to local conditions, so as to promote close collaboration between the upstream and downstream of the data annotation industry chain and form an industrial agglomeration effect. A number of leading data annotation enterprises, unicorn enterprises, and gazelle enterprises will be cultivated to strengthen the data annotation industry.