8:00 36Kr丨Two major storage giants released large-scale investment plans today; Jianghuai Automobile's stock price has halved, with Zhang Jianping cashing out nearly 300 million yuan in 9 days; Access to Anthropic Fable 5 is expected to be restored soon
Today's Hotspot Guide
- The total box office of "Love Letter to Grandma" has exceeded 1.9 billion yuan.
- DeepSeek published a new paper under the signature of Liang Wenfeng.
- WPS responded to the C-drive occupation issue and will soon release the July version with a disk storage management function.
- The touchscreen MacBook will be released with the M5 chip, and Apple plans to skip the M6 Pro and M6 Max.
- US regulatory authorities have closed the investigation into the steering failure of Tesla Model 3 and Model Y.
TOP 3 Big News
South Korea will announce multiple large-scale projects of Samsung and SK Group on June 29
South Korea will announce the "Three Major Projects" plan on June 29. South Korean President Lee Jae-myung will meet with officials from various government departments, Samsung Electronics, and SK, and issue policy and investment announcements. Lee Jae-myung will deliver a speech at the Blue House, the presidential office, at 2 p.m. At that time, the Ministry of Trade, Industry and Energy, the Ministry of Science and ICT, the Ministry of Environment and Climate Change, and the Ministry of Land, Infrastructure and Transport will announce the policies for the three major projects. Samsung Electronics and SK will release their corporate investment plans. It is reported that the total investment of the two companies in the next decade may reach up to 2,000 trillion won (equivalent to $1.3 trillion). The focus will be on the semiconductor, AI computing power data center, and physical AI fields. (Wall Street News, Cailian Press)
New Move of "Super Retail Investor" Zhang Jianping: Massive Reduction of Jianghuai Automobile Holdings
In just over four months, the stock price of Jianghuai Automobile has been halved, and well - known hot - money investor Zhang Jianping can no longer hold on. On February 12 this year, Ge Weidong and Zhang Jianping's wife, Fang Wenyan, participated in the private placement of Jianghuai Automobile and were both allocated 1 billion yuan each. The private placement price was 49.88 yuan, and the closing price on that day was 57.96 yuan. Over the past few months, the stock price of Jianghuai Automobile has suffered a heavy setback, dropping to 26.87 yuan on June 26. Since the shares of Ge Weidong and Fang Wenyan in the private placement are still in the lock - up period, these private placement shares have suffered a floating loss of nearly half.
It is reported that Zhang Jianping, a super retail investor known as the "Lord Zhang", has significantly reduced his holdings of Jianghuai Automobile recently. Data shows that as of June 23, Fang Wenyan held 26.6502 million shares of Jianghuai Automobile, with a shareholding ratio of 1.18%. According to the company's previous disclosure, as of June 9, Fang Wenyan held 35.8852 million shares of Jianghuai Automobile, with a shareholding ratio of 1.59%. That is to say, from June 10 to 23, Fang Wenyan reduced her holdings by 9.235 million shares in 9 trading days. During this period, the highest price of Jianghuai Automobile's stock was 33.51 yuan per share, the lowest price was 28.82 yuan per share, and the weighted average price in the period was 31.386 yuan per share. Based on the average price, Fang Wenyan cashed out approximately 290 million yuan from this share reduction. Public information shows that Fang Wenyan is Zhang Jianping's wife. (Securities Times, Hongxing Capital Bureau)
The United States is about to allow Anthropic to restore access to its latest large - model Fable 5
According to the latest news, the U.S. government is about to allow Anthropic to restore access to its latest large - model Fable 5. On June 12th, the U.S. government issued an emergency export control order to the AI company Anthropic on the grounds of national security, requiring it to immediately prohibit foreign entities from accessing the latest large - models Fable 5 and Mythos 5. This news once sparked widespread concerns in the market about AI and computing power concept stocks. At the end of May this year, AI giant Anthropic announced the completion of a $65 billion Series H financing, with a post - investment valuation of $965 billion (approximately 65.6 trillion yuan), making it the world's most highly valued AI startup. (People's Financial News)
The Cutting - Edge of AI
Google Sets Limits on the Use of Meta's Gemini Model Due to Tight Computing Power Caused by High Demand for Artificial Intelligence
Google sets limits on the use of Meta's Gemini model due to tight computing power caused by high demand for artificial intelligence. (Sina Finance)
OpenAI: Launches Limited Preview of Next-Generation Model GPT-5.6 Series
On June 27th, OpenAI announced the launch of a limited preview of the GPT-5.6 series. This series includes the flagship model Sol, the balanced model Terra suitable for daily work, and the fast and cost-effective model Luna. It is reported that Terra has performance comparable to GPT-5.5 but costs half as much, while Luna offers strong capabilities at the lowest cost. OpenAI stated that it plans to fully open GPT-5.6 Sol, Terra, and Luna in the coming weeks. Before the release on the 27th, OpenAI communicated with the US government about the model's capabilities and release plan. At the request of the US side, this preview will first be offered to a small number of pre-approved trusted partners. (Jiemian News)
Large Companies/ Major Events
Significant price increases for multiple popular computer models
Apple recently announced that it will raise the prices of some laptops and tablets in multiple global markets, with price hikes ranging from 16% to 25%. The prices of multiple popular computer models in the domestic market have also seen significant increases. At a computer sales store in Huaqiangbei, Shenzhen, the store manager introduced a best - selling gaming laptop to the reporter. When this computer was launched last July and August, its retail price was around 7,000 yuan. Now, the terminal price has exceeded 10,000 yuan. The reporter's visit found that in addition to popular gaming laptops, the prices of ordinary business laptops have also generally increased. Models priced below 4,000 yuan in the market last year are basically nowhere to be found this year, and the price increases for mid - to - high - end laptops are generally between 500 and 1,500 yuan. (CCTV Finance)
New Standards for Vehicle Safety: The Strictest Upgrade in 20 Years for Side Collision
On June 28th, it was reported that starting from July 1st, China will implement a series of new national standards for vehicle safety collisions. Among them, the "Occupant Protection in Side Collisions of Motor Vehicles" represents the most stringent upgrade of collision safety standards in nearly two decades. At the Vehicle Safety Laboratory of the China Automotive Technology and Research Center, experts introduced that in the new national standard, the mass of the side collision trolley has been significantly increased from 950 kilograms to 1400 kilograms. In addition to the high - standard new national standard for collisions about to be implemented, starting from July 1st, two mandatory national standards, namely the "Safety Requirements for Electric Vehicles" and the "Safety Requirements for Traction Batteries for Electric Vehicles", will also be officially implemented. Among them, the judgment requirements for thermal runaway of power batteries have been upgraded to "no fire, no explosion". The new national standard also defines "one - key power cut" as a physical power - off device for the first time, completely replacing the previous power - off method that relied on software control. (CCTV Finance)
DJI: Reported the Case Regarding Abnormal Panic Buying
On June 23rd, the DJI Osmo Pocket 4P was launched at a price of 3,799 yuan. However, netizens found that it was "sold out in seconds" on multiple channels when they placed orders on time. In the following days, topics such as "DJI Pocket 4P sold out in seconds upon launch" and "DJI Pocket 4P" successively trended on Weibo. Many users speculated that it was a case of "hunger marketing". According to reports from multiple media outlets, in response to discussions about the Osmo Pocket 4 series being "sold out in seconds", "unavailable for purchase", and "hunger marketing", DJI responded that the initial stock of the Osmo Pocket 4 series was nearly 10 times that of the previous generation product, the Osmo Pocket 3. However, market demand still exceeded expectations, resulting in a supply shortage on some channels.
In addition, regarding the abnormal panic buying during this product launch, DJI stated that after tracing the source, it had successfully identified some scalper gangs. After officially reporting the case to the public security organs, following the initial investigation by the police, criminal coercive measures have recently been taken against several gangs. It was found that the scalper gangs are suspected of using illegal means such as virtual phone numbers and virtual IPs to commit crimes involving computer information systems, maliciously attacking and disrupting the normal purchasing order of the DJI store. (Caixin and Beijing Daily)
The total box office of "Love Letter to Grandma" has exceeded 1.9 billion yuan
According to data from online platforms, as of 16:17 on June 27th, the total box office of the movie "Love Letter to Grandma", which has been released for 59 days, has exceeded 1.9 billion yuan. Previously, the film officially announced an extension of the screening key, and the screening will be extended until July 31st. (Shanghai Securities News)
Authored by Liang Wenfeng, DeepSeek Releases Latest Paper
Just over ten days after securing 50 billion in financing in mid-June, on June 27, the DeepSeek team, in collaboration with Peking University, released the paper "DSpark: Confidence-Scheduled Speculative Decoding with Semi-Autoregressive Generation". This is not an iteration of the model version but an addition of a speculative decoding module based on the original DeepSeek-V4-Pro and DeepSeek-V4-Flash, with the focus on optimization at the engineering implementation level.
DeepSpec, which is open-sourced along with DSpark, is a full-stack code library for training and evaluating speculative decoding draft models. It includes data preparation tools, draft model implementation, training code, and evaluation scripts, and supports the MIT license. Currently, DeepSpec has built-in implementations of DSpark, DFlash, and Eagle3. Notably, Liang Wenfeng, the founder of DeepSeek, is on the list of paper authors. It is quite rare in the AI industry for the founder to still be personally involved in writing technical papers at the moment when the first round of financing is completed. (Caixin)
Tencent Conducts a Small-Scale Internal Test of TenPay Go for Overseas Visitors' Payments in China
Tencent is currently conducting an internal test of a "Convenience Assistant for Overseas Visitors in China," aiming to provide one-stop digital lifestyle services including mobile payment services. The app will support direct consumption at tens of millions of WeChat Pay partner merchants across the country. It is still in a small-scale test and is not yet fully available for experience. Reporters noticed that the app has been listed on the App Store under the name TenPay Go. (Jiemian News)
Summer flight ticket bookings increase by 65% month-on-month, airlines optimize routes and make early arrangements
The national summer travel season is about to begin. In terms of civil aviation, judging from the current passenger reservation situation, long - haul in - depth tours and cool summer - avoiding tours have become the two main themes of travel this summer. The popularity of destinations such as the Northwest and Northeast regions continues to rise, and flight ticket bookings have seen a significant increase. Shi Ke, a researcher at the Qunar Big Data Research Institute, said that as of now, the bookings for flights during the summer from July to August in the past week have increased significantly, with a 65% month - on - month increase compared to last week. The increase in summer flight ticket bookings in Datong, Shanxi; Tongren, Guizhou; Lhasa, Tibet; Wuhai, Inner Mongolia; and Hotan, Xinjiang has all reached over 50%. Facing the strong market demand for long - haul and summer - avoiding tours this summer, major airlines are actively optimizing their route networks. They are precisely increasing the supply of transport capacity by increasing flights to popular destinations and deploying wide - body aircraft to fully meet the travel needs of passengers during the summer. (CCTV Finance)
Cui Dongshu of the Passenger Car Association: In May, China imported 38,000 vehicles, a 19% year-on-year decrease
On June 28, Cui Dongshu, the secretary-general of the Passenger Car Association, issued an article stating that in May 2026, 38,000 imported vehicles were imported, a 19% decline. However, due to the low base in January 2025, although the war between the United States and Iran caused transportation disruptions, the overall decline in imported vehicles was relatively small. From January to May 2026, 160,000 imported vehicles were imported, a year-on-year decrease of 11%. With the rise of domestic cars and the accelerated localization of international brands, vehicle imports have been continuously sluggish in recent years. Imported vehicles have seen negative growth for three consecutive years, and if fluctuations are smoothed out, it has been negative growth for eight consecutive years. (Sina Finance)
ZhiYuan's 15,000th general-purpose embodied robot officially rolled off the production line in mass production
On June 28, ZhiYuan announced that its 15,000th general-purpose embodied robot, Elf G2, officially rolled off the production line in mass production. Yao Maoqing, partner, senior vice president, and president of the Embodied Business Department of ZhiYuan Robotics, said that the mass production of 15,000 units confirms that ZhiYuan has reached a new height in large-scale mass production, and also marks that China's humanoid robot industry has stepped onto large-scale real-scenario applications. Mass production is not the goal but just a process. Through large-scale mass production, robots can be quickly deployed in various industries, acquire data during the interaction process in the real physical world, and make products become more and more intelligent and stable through the data flywheel. (Securities Times)
Signals of the real estate market recovery? High-premium transactions of core plots in multiple cities: Real estate developers flock to compete, continuously breaking local records
Recently, high-profile land auctions have taken place in multiple cities such as Shenzhen, Hangzhou, and Changsha. Residential plots in core areas have been sold at high premiums one after another, and the land prices in these areas have continuously reached new highs. (The Paper)
The results of the Shanghai license plate auction in June were announced, with an average winning bid price of 94,368 yuan
On June 27th, according to the official WeChat account of "Shanghai Release", the results of the Shanghai license plate auction in June were announced. A total of 3,809 individual license plate quotas were up for auction, and 33,834 people participated in the auction, with a winning bid rate of 11.3%. The lowest winning bid price was 94,300 yuan, and the average winning bid price was 94,368 yuan, which remained the same as last month. (NBD)
Wahaha Responds to Online Rumors of Purified Water Price Increase
Wahaha Group's official Weibo released a unified statement regarding the recent online rumors about the price increase of Wahaha purified water: Affected by the fluctuations in packaging material costs, our company has adjusted the channel wholesale prices of water products in different packaging specifications. The prices have both increased and decreased to ensure the stable operation of our distributor partners. The retail prices of all purified water products at the terminal remain unchanged, and there is no change in the purchase price for consumers. Please rest assured to purchase, and relevant information shall be subject to the official release. (Yicai)
WPS Responds to C Drive Occupancy Issue: July Version Update to Launch Disk Storage Management Function Soon
36Kr learned that on June 27th, in response to the recent concentrated feedback from users regarding the C drive occupancy issue, WPS stated that it has completed the investigation and started optimization. The new version to be launched in July will add a path selection function on the installation interface. In the usage process, WPS has added a "Storage Management" module on the settings page, which centrally displays the occupancy and available release space of various types of files such as caches, file backups, and cloud document caches. WPS said that the default storage of caches and backups in the C drive and the lack of intuitive occupancy information have indeed caused troubles for some high - frequency users. The core logic of this optimization is "choice in installation, manageability in use", enabling users to clearly understand how much local space is occupied and what can be cleaned up at every stage from installation to use, and manage it independently at any time.
CCTV Exposes the Chaos of Cheating in Mobile Phone Reviews
Reporters' investigations have found that the highly technical field of digital product reviews has long been in a gray area where "no one can prove the chaos of cheating". Network security experts introduced that the entire cheating system is divided into three layers, beautifying the review data layer by layer: The first layer is the special media devices provided by manufacturers to review bloggers, with the hardware screened and optimized; The second layer is the built - in identification program in the firmware, which can detect the identity of the blogger and automatically turn on the high - performance mode; The third layer is cloud - based remote control, which can issue review cheating configurations in real - time. When this system recognizes that a blogger starts a review, it will enter the "cheating mode", automatically boosting CPU performance, increasing screen brightness, optimizing background loading logic, and only loading the interface instead of the complete application when switching software, creating an illusion of smoothness throughout the process. Bian Liang introduced that in order to avoid the risk of being discovered, this review cheating mechanism has also gone through multiple rounds of iteration, becoming more and more concealed. Reporters' investigations found that due to the superposition of the three means of special prototype machines, firmware cheating, and cloud - based regulation, it is very difficult for ordinary consumers to distinguish the authenticity of reviews. This has also led to a continuous decline in the credibility of digital reviews, and it is extremely difficult to obtain evidence of technical fraud, posing great challenges to supervision. (Jiemian News)
Power semiconductors restart step - by - step price adjustment. A manufacturer said, "Orders for AI - related power supplies are overflowing, and we simply can't handle them all."
According to a report from Star Market Daily on the 27th, due to the sharp increase in power consumption of AI computing clusters, power semiconductors are becoming a new growth engine for the industry after storage, and the industry is witnessing another round of price hikes. "Our orders for AI - related power supplies are 'overflowing', and we can't handle all the orders right now," a person from a power semiconductor manufacturer told a reporter from Star Market Daily. "Since our company is one of the few domestic manufacturers with mass - production capabilities, whether it's primary power supplies such as 800V HVDC for data centers or secondary power supplies for servers, we have entered the supply chains of many leading customers and achieved large - scale mass production. Therefore, the order demand is extremely strong." Many industry insiders believe that this cost - driven price - increase cycle will continue for some time. Moreover, the industry will accelerate the elimination of low - end production capacity of power devices, and market share will be concentrated in leading chip companies that have IDM full - chain capabilities or are deeply bound to upstream suppliers and are involved in high - growth sectors. (Caixin)
Mercedes-Benz Delays Bonuses for 90,000 German Employees and Seeks Unpaid Extended Working Hours Due to Halved Profits
On June 27th, it was reported that due to a sharp decline in profits, Mercedes-Benz is being forced to take strict austerity measures. The company has decided to postpone the "transformation bonus" (equivalent to 18.4% of the monthly salary) originally scheduled to be paid to about 90,000 unionized German employees in July 2026 by nine months to April 2027, and reserves the right to completely cancel the bonus if the business does not improve. In addition, the management is also publicly discussing extending the weekly working hours from 35 to 40 hours without paying additional overtime pay. The financial report released by Mercedes-Benz in February this year showed that the net profit in 2025 plummeted from 10.4 billion euros in 2024 to 5.3 billion euros, a decrease of nearly 50%. (Jiemian News)
Guo Mingji: iOS 27 will further deepen the system-level integration with Apple Intelligence
Guo Mingji, an analyst who has been tracking the Apple industry chain for many years, released a report indicating that iOS 27 will further deepen the system-level integration with Apple Intelligence. His latest industry survey shows that to ensure the smooth operation of the system under AI load, the DRAM specification of the new lower-end iPhones equipped with the A20 processor in the first half of 2027 will be upgraded to 9GB (1.5GB×6-die), higher than the 8GB (2GB×4-die) of the current A19 models. The three high-end models (the foldable phone and two 18Pro models) equipped with the A20Pro processor in the second half of 2026 will maintain 12GB (1.5GBx8-die). (Caixin)
Mark Gurman: Touchscreen MacBook to Be Launched with M5 Chip, Apple Plans to Skip M6 Pro and M6 Max
On June 26 local time, technology journalist Mark Gurman published an article stating that the rumored touchscreen MacBook Pro from Apple will be launched later this year or early in 2027, initially equipped with the current M5 Pro and M5 Max chips. Apple then plans to launch an upgraded version equipped with the M7 chip, which is consistent with previous reports that Apple will skip the M6 Pro and M6 Max and directly launch the M7 series. Apple's decision to skip the high - end M6 chips is considered to be closely related to the cost pressure caused by the memory shortage. Apple announced this week that it has raised the prices of Mac and iPad products due to this. (Jiemian News)
Tesla Model S Signature Edition Limited Release in the European Market
It is reported that the Tesla Model S Signature Edition has officially entered the European market recently. Only 20 units of this model are available in the European region, and they are sold through an exclusive invitation - only purchase model, not open to the public. It is understood that Tesla shut down the global online order channels for the Model S and Model X several months ago. In the US market, 250 units of the Model S Signature Edition and 100 units of the Model X Signature Edition were launched, and the local inventory has been completely sold out. (Jiemian News)
US Regulatory Authorities Close Investigation into Uncontrollable Steering of Tesla Model 3 and Model Y
According to a disclosure by the National Highway Traffic Safety Administration (NHTSA) on June 27, the engineering analysis investigation into the failure of the electronic power steering system of the 2023 Tesla Model 3 and Model Y has been closed. The investigation shows that there is a risk of over - voltage breakdown in the motor drive component on the printed circuit board of the steering electronic control unit (ECU) of the above - mentioned models, which may lead to the failure of the electronic power steering. In this case, the driver can only rely on manual steering to control the vehicle. Tesla launched a recall in February 2025 and fixed the issue by pushing software version 2023.38.4 through OTA (Over - the - Air) updates. These updates were first pushed to affected vehicles in October 2023. NHTSA analysis shows that the number of relevant complaints has significantly decreased after the software update was pushed. Based on this, the decision was made to close the investigation, but NHTSA will continue to monitor the effectiveness of the recall and repair. (Jiemian News)
Elon Musk Gets FTC Approval to Acquire Optical Module Startup Mesh Founded by Former SpaceX Engineers
The U.S. Federal Trade Commission (FTC) approved Elon Musk's acquisition of Mesh Optical Technologies Corporation on June 25 local time. Mesh Optical Technologies was founded by three former SpaceX engineers, Travis Brashears, Cameron Ramos, and Serena Grown-Haeberli, who previously led the design of the Starlink satellite laser inter-satellite link system at SpaceX. The company emerged from stealth mode in February this year and completed a Series A financing of over $50 million led by Thrive Capital. Mesh's core product is the Alpha C1 optical transceiver, with a transmission rate of 1.6 Tbps. It is manufactured using flip-chip bonding technology, replacing traditional copper cables with optical signals to transmit data between servers and GPUs, which can significantly reduce latency and energy consumption. (Jiemian News)
Bosch Group: Personnel changes on the board will have no impact on the operations of Bosch China's various businesses
On the evening of June 27th, Bosch Group's official WeChat account issued a statement saying that the personnel changes on the group's board will have no impact on the operations of Bosch China's various businesses. China has always been one of Bosch's most important strategic markets globally and an important innovation base for the group. In the future, Bosch will continue to work hand in hand with its customers and partners to further develop the Chinese market. The announcement shows that after full communication and consensus with the shareholders, Dr. Stefan Hartung voluntarily applied to step down as the Chairman of the Bosch Group's Board of Directors on June 30, 2026. He will also withdraw from the Bosch Group's Board of Directors and the management of Robert Bosch Industrial Trust Company at the same time. Starting from July 1, 2026, Dr. Christian Fischer, the current Vice - Chairman of the Board, will succeed to the position. Meanwhile, Dr. Markus Forschner and Dr. Markus Heyn, members of the board, will serve as Vice - Chairmen of the Bosch Group's Board of Directors. (Sina Finance)
Cool Products
The five - seat version of NIO ES8 will be launched on July 9th
On June 27th, NIO announced that the five - seat version of ES8 is available for pre - order and will be officially launched on July 9th.
Compiled | Baby Chinese Cabbage