8点1氪丨国行苹果AI功能完成备案；三家共享单车上调起步价；知情人曝DeepSeek开始筹备IPO
Today's Hotspot Guide
Australia to establish an AI office to restrict energy consumption of data centers
Warren Buffett announces full divestment of Berkshire shares within 8 years
Former Qualcomm Vice President of Autonomous Driving Engineering to join NVIDIA's autonomous driving team
Changxin Technology: Will maintain a control structure without an actual controller after listing
Google participates in building the largest solar project in the United States, with a total scale of 2.5GW
TOP 3 Major News
Alibaba and Baidu Provide AI-Related Capabilities for Apple Intelligence
36Kr has learned that the Cyberspace Administration of China has announced the filing of seven end-side generative AI services, and Apple's "Apple Intelligence" large model completed its filing on July 8. Alibaba's Qwen will provide text and image generation AI capabilities for all Apple's China-market devices, while Baidu will be responsible for the supporting AI search function. The two parties will jointly improve the domestic version of Apple Intelligence suite and Siri features.
Three Bike-sharing Providers Raise Initial Rates, Extend Basic Riding Duration
Recently, Meituan Bike, Didi Qingju, and Hello Bike have successively adjusted their billing rules in multiple cities including Beijing. The three major platforms have all adopted a combined strategy of "raising the initial fare and extending the basic riding duration": the initial price has been generally adjusted from around 1.5 yuan for 30 minutes to a range of 1.88 yuan to 1.99 yuan for 60 minutes. This marks a large-scale collective price adjustment in the bike-sharing industry in recent years. (Financial Times)
Insiders Reveal DeepSeek Has Started Preparing for IPO, Could File as Early as This Year
According to Bloomberg, people familiar with the matter disclosed that DeepSeek has begun preparations for its initial public offering (IPO), with plans to list on the Chinese mainland. The company could submit its application as soon as this year and complete the listing process in 2027. It is reported that DeepSeek is collaborating with an accounting firm to strive to finalize its financial reports by the end of December this year, a necessary step for IPO filing. Relevant discussions are still ongoing, and the IPO timeline and financing plans may be subject to adjustments, with execution dependent on market conditions and the company's performance. (Sina Tech)
Cutting-Edge AI Developments
Australia to Establish AI Office to Limit Data Center Energy Consumption
Australian Prime Minister Anthony Albanese said on Wednesday (July 15) that the Australian government will set up an "Artificial Intelligence Office" responsible for overseeing the formulation of artificial intelligence (AI) standards. The new body will also enforce requirements for data centers to become net energy producers and impose restrictions on water usage. The office will be established under the Department of the Prime Minister and Cabinet to ensure a coordinated whole-of-government approach across all cabinet departments. Relevant legislation will be tabled in parliament early next year. (The Paper)
Anthropic, Blackstone and Others Jointly Launch Enterprise AI Service Firm Ode
On July 15, Anthropic, Blackstone, and Hellman & Friedman officially unveiled Ode with Anthropic (referred to as "Ode"), the enterprise AI service provider they announced earlier this year, under its formal name and brand. Ode is led by Chris Taylor as Chief Executive Officer and Eddie Siegel as Chief Technology Officer. Beyond its founding partners, the investor consortium includes Goldman Sachs, General Atlantic, Leonard Green & Partners, Apollo Global Management, Government of Singapore Investment Corporation (GIC), and Sequoia Capital. (Jiwei News)
Institution: Companion Humanoid Robots Projected to Reach $1.1 Billion in Output Value by 2030
36Kr learned that according to the latest robotics industry research from TrendForce, companion robots have evolved from their early-stage elderly care companionship and therapeutic design to lifelike interaction and emotional companionship in recent years. Chinese manufacturer UBTECH recently unveiled its ultra-simulated humanoid robot U1, marking the official entry of this category of companion products into the era of lifelike humanization. As global demographic trends shift toward aging populations, declining birth rates, and a continuously rising number of people living alone, demand for companion humanoid robots is underpinned by the rapidly growing "companionship economy", with its output value projected to reach $1.1 billion by 2030.
Xmax AI Launches X2.0, a General-Purpose Real-Time Interactive AI Video Model
36Kr learned that on the 15th, Xmax AI officially released its new-generation general-purpose real-time interactive AI video model, Xmax X2.0, with simultaneous opening of API access and industry cooperation channels. Xmax X2.0 features upgraded real-time re-rendering capabilities, enabling multiple functions including CharX real-time character swapping, ClothX real-time outfit changing, and VibeX real-time style transformation. On the interaction front, Xmax X2.0's unified interaction architecture elevates traditional prompt-only models to a versatile system that can comprehend camera inputs, video streams, and gesture behaviors.
Anthropic Plans to Hold IPO Investor Meetings in Coming Weeks
According to people familiar with the matter, Anthropic is arranging meetings with investors to prepare for a potential large-scale IPO. Sources say the underwriting banks handling this IPO will schedule investor meetings with the developer of the Claude chatbot within the next few weeks. Previous reports indicated that Anthropic could launch its IPO as early as October. (Sina Finance)
Big Companies / Major Events
Buffett Says He Will Donate $140 Billion in Stocks
Renowned American investor Warren Buffett stated on July 14 that he will donate all his remaining Berkshire Hathaway shares, valued at over $140 billion, to charities by the end of 2034, and the Gates Foundation is not included in this donation list. The 95-year-old Buffett has been donating his assets since 2006. Since announcing the plan to give away all his wealth in 2006, he has cumulatively donated more than $61 billion (approximately 412.8 billion yuan). (CCTV Finance)
The demand in the upstream pharmacodynamics industry for toxicology is growing rapidly, and the market price of laboratory monkeys has risen to 200,000 yuan
Recently, "monkeys" have become a hot topic in the investment circle. It is reported that the market price of laboratory monkeys has risen to 200,000 yuan, which is comparable to the price of a mid-range car. Industry professionals point out that the price of monkeys is determined by supply and demand. The demand in the upstream pharmacodynamics industry for toxicology is growing at a high speed, and it can be predicted that the demand for monkeys will also increase rapidly from 2026 to 2027. On the supply side, production relied mainly on domestic breeding in previous years. Imports were liberalized in the first half of 2026. According to feedback from industry experts, around 5,000 monkeys have been imported, and the domestic breeding capacity stands at 30,000 to 35,000. The number of monkeys used in 2025 was approximately 35,000. Based on a simple calculation assuming a 20%-30% growth in pharmacodynamics in 2025, the demand for monkeys for toxicology this year is likely to increase by 20%, requiring around 42,000 monkeys. The latest research feedback shows that there is still a shortage of monkeys for toxicology experiments, and leading companies have scheduled their projects as early as the beginning of next year. (Securities Times China)
Logitech Fined 200,000 Yuan for Ad Comparing Consumers to Dogs, Brand Has Intervened and Issued an Apology Statement
Shanghai Best Digital Co., Ltd., a distributor of the well-known mouse brand Logitech, has been found guilty of illegal advertising and recently fined 200,000 yuan by the Market Regulation Bureau of Jing'an District, Shanghai, for claiming that consumers would "come running like dogs" when product prices drop.
According to the administrative penalty decision, Shanghai Best Digital Co., Ltd. is a distributor of Logitech (China) Technology Co., Ltd., responsible for operating multiple Logitech accounts on the Douyin platform. It was verified that from March 25 to 26, 2026, Shanghai Best Digital Co., Ltd. published a promotional video ad on the "Logitech" account containing the insulting content: "When I cut the price, you'll come running like a dog, won't you?"
On July 15, Logitech's official customer service told reporters that the brand apologizes for the poor experience brought to users, stating that this was a violation by an individual store account. The brand has intervened in handling the incident and issued an apology statement, adding that the interview request would be forwarded. (Southern Metropolis Daily)
CXMT: Will Maintain a Control Structure Without an Actual Controller After Going Public
On July 15, ChangXin Memory Technologies held an online investor communication event for its Sci-Tech Innovation Board listing. Yuan Yuan, Vice President and Secretary of the Board of Directors of CXMT, stated in response to investors' questions that after the company goes public, its shareholding structure will become more dispersed, with no top five shareholders holding more than 30% of the shares, and no single shareholder holding more than 50% of the shares. In addition, the company has established a modern corporate governance structure consisting of the shareholders' meeting, the board of directors, various special committees, and the management team. The board of directors consists of 11 members. Apart from 4 independent directors, the 7 non-independent directors are nominated by: Qinghui Changxin (1 seat), CXMT Integrated (1 seat), the National Integrated Circuit Industry Investment Fund Phase II (2 seats), Hefei Jixin (1 seat), Anhui Provincial Investment Group (1 seat), and one employee director. No single shareholder can determine the appointment of more than half of the members of CXMT's board of directors through actual control of voting rights. After the listing, the company is expected to maintain a relatively dispersed board nomination structure. Therefore, CXMT will still maintain a control structure without an actual controller after going public. (Shanghai Securities News)
Xu Yang, CEO of the ANTA brand, is stepping down
On July 15, Jiemian News learned from ANTA Group that Xu Yang, the former CEO of the ANTA brand, has resigned from the position due to family reasons. The group has approved his resignation and will arrange another appointment for him. Lai Shixian, Executive Director and Co-CEO of ANTA Group, will act as CEO of the ANTA brand with immediate effect, taking full charge of the brand's daily operations and management. (Jiemian News)
Former Qualcomm Vice President of Autonomous Driving Engineering to Join NVIDIA's Autonomous Driving Team
36Kr has exclusively learned that NVIDIA's autonomous driving team recently issued an internal memo announcing that Dheeraj Ahuja, former Qualcomm Vice President of Autonomous Driving Engineering, will join Xinzhou Wu's team. Meanwhile, Sarah Tariq, NVIDIA's former Vice President of Autonomous Driving Software in charge of mass production projects, has entered a job transition period. Sarah Tariq also recently sent out a farewell letter. Both Dheeraj Ahuja and Xinzhou Wu previously worked at Qualcomm. For more than seven years, Dheeraj has been leading Qualcomm's autonomous driving projects. From the end of 2021 to 2022, Qualcomm successfully beat NVIDIA and Mobileye to secure the order for BMW's next-generation ADAS and autonomous driving platform, and Dheeraj was the direct engineering lead of this project.
Phase 2 of the Hong Kong Stock Market's Minimum Price Spread Reduction to Take Effect on August 3
The Hong Kong stock market has achieved positive results following the implementation of Phase 1 of the minimum price spread reduction measures. Compared with the pre-implementation period, the bid-ask spread for eligible stocks has narrowed by 35%, and the order execution time has decreased by 30%. Building on this progress, Hong Kong Exchanges and Clearing will launch Phase 2 measures on August 3, 2026, to further optimize the trading experience and support the sustainable development of the Hong Kong stock market. (Securities Times)
UK to Introduce Social Media "Curfew" for 16 and 17-Year-Olds
The UK government announced on July 14 that it will implement a "curfew" on social media use for teenagers aged 16 to 17. This new social media restriction follows the government's announcement last month that it would ban people under 16 from using a range of social media applications. The UK government stated that under default settings, 16 to 17-year-olds will not be able to access social media between midnight and 6 a.m.; features designed to encourage extended browsing, such as automatic video playback, will also be disabled by default. The UK government said in June that it would follow Australia's lead and ban people under 16 from using a number of social media applications. (Xinhua News Agency)
US FCC Approves Sun-Reflecting Satellite Program to Provide Emergency Illumination for Night-Side Regions of Earth
The U.S. Federal Communications Commission (FCC) has recently approved an application from a startup company, granting it permission to construct and launch a reflective satellite. Equipped with a giant Mylar reflector, the satellite will be able to bounce sunlight back to Earth to deliver short-term emergency lighting for regions experiencing nighttime on our planet. Hawthorne, California-based firm Reflect Orbital secured the FCC's authorization on July 9. The company plans to launch a test satellite dubbed Earendil-1 and deploy it in low-Earth orbit. (Sina Finance)
A-Share Market Sees Turnover of 2.57 Trillion Yuan, Volume Shrinks by 132.8 Billion Yuan
On July 15, the market underwent volatile adjustments. The ChiNext Index rallied then retreated, closing down over 1%, while the STAR 50 Index opened higher and drifted lower, dropping more than 4%. The combined trading volume of the Shanghai and Shenzhen stock exchanges reached 2.57 trillion yuan, a reduction of 132.8 billion yuan compared to the previous trading day. On the market front, sector themes were relatively scattered, with over 3,300 stocks across the board posting gains.
In terms of sectors, the pharmaceutical sector bucked the trend to stay active: Bory Pharmaceutical, Dizal Pharmaceutical, and Ruizhi Pharmaceutical hit the 20% daily limit, while Harbin Pharmaceutical notched four consecutive daily limit gains. Hainan Haiyao and Anlikang also closed at their daily caps. The Baijiu concept trended upward amid fluctuations, with Gujing Gongjiu and Jinzhongzi Liquor hitting their daily limits. The retail concept saw an unexpected surge, with Xinhua Department Store and Ningbo Zhongbai closing at their daily caps. The gaming sector remained dynamic, with Giant Network and Kaiying Network locking in daily limit gains. On the downside, the entire semiconductor industry chain underwent a collective correction: storage chips, computing power chips, and semiconductor equipment led the declines. Demingli hit the one-word daily down limit, while Qiangyi Co., Ltd., Huafeng Test & Control, Biway Storage, and Muxi Co., Ltd. all dropped by over 11%. By market close, the Shanghai Composite Index fell 0.29%, the Shenzhen Component Index dropped 0.97%, and the ChiNext Index declined 1.21%. (Caixin)
Google Joins Development of America's Largest Solar Project with a Total Capacity of 2.5GW
Google announced on July 14 local time that it has partnered with Cypress Creek Energy to launch the Steel River Energy Center project in Arkansas, USA. Once completed, this facility will become the largest solar power generation complex in the United States, as well as Google's largest solar and energy storage project worldwide. As the anchor investor and power purchaser, Google will support the construction of Phase I and Phase II, which will add 1.6GW DC solar capacity and 1.9GWh energy storage. The full three-phase project is scheduled to be fully operational by 2029, reaching a total scale of 2.5GW DC solar power generation and 2.9GWh energy storage. (JIEMIAN NEWS)
China's Daily Chip Production Exceeds 1.5 Billion Units
In the first half of this year, the added value of the high-tech manufacturing industry and the digital product manufacturing industry above designated size increased by 13.3% and 12.3% respectively, both accelerating compared to the first quarter. In particular, the global artificial intelligence technological transformation has triggered an explosive surge in demand for high-end computing power chips and memory chips. In the first half of the year, the integrated circuit output of China's industrial enterprises above designated size rose by 23.1%, reaching a total production volume of 279.8 billion units. Wang Guanhua, spokesperson for the National Bureau of Statistics, stated: "This figure is remarkably large, translating to an average daily production of over 1.5 billion integrated circuits. Integrated circuits are what we commonly refer to as chips, which are widely used in smart equipment and electronic products." In addition to integrated circuits, the output of smart products including 5G smartphones, 3D printing equipment, and service robots has also maintained rapid growth; the daily average token calling volume has reached hundreds of trillions, achieving an order-of-magnitude leap. Preliminary estimates show that in the first half of the year, new growth drivers represented by the high-tech manufacturing industry and the digital product manufacturing industry contributed nearly 50% of industrial growth with their added value accounting for just over 20% of the total, serving as a critical engine driving industrial growth (CCTV Finance)
Meta Sued by Employees Over Alleged AI-Driven Layoff Selection That Unfairly Targeted Workers on Leave
26 Meta employees filed a lawsuit this week, accusing the company of using an artificial intelligence system to select layoff candidates, which disproportionately impacted workers on sick leave, parental leave, or family care leave. The complaint claims the scoring system was inherently flawed by design: employees on legally protected sick or family care leave, or those whose work output decreased due to physical disabilities, were fundamentally unable to accumulate sufficient scores. The suit also alleges that Meta failed to account for employees' statutory leave entitlements when calculating their scores, and did not suspend the automated system as required by law to conduct individualized manual reviews that took into account leave status and reasonable accommodation needs. (Sina Finance)
India Announces Additional 1.28 Trillion Rupees Investment to Boost Domestic Chip Manufacturing Capabilities
On July 15, it was reported that India has pledged an additional 1.28 trillion rupees (approximately 13.3 billion U.S. dollars) to promote the development of domestic semiconductor manufacturing. According to the report, this initiative will build upon the 10-billion-dollar incentive program launched by India in 2021, which promised to cover half of the construction costs for semiconductor projects. (JIEMIAN News)
Stripe and Advent Reportedly Make Joint $53 Billion Acquisition Bid for PayPal
On July 15, it was reported that payment firm Stripe and private equity firm Advent International jointly made an offer earlier this month to acquire PayPal at $60.50 per share. The deal values PayPal at over $53 billion, representing a roughly 28% premium over PayPal's closing price on Tuesday. The acquisition proposal has secured approximately $50 billion in financing commitments from banks, according to sources. (JIEMIAN News)
FaceWall Intelligence's Edge-Side Large Model to Launch on Samsung Smartphones
36Kr has exclusively learned that edge-side large model developer FaceWall Intelligence has reached a cooperation agreement with Samsung Mobile. Its self-developed MiniCPM series edge-side large models will be pre-installed on several flagship Samsung smartphone models for commercial release.
Nokia and NVIDIA Launch Industry's First Commercial AI-RAN Platform
On July 15, Nokia released a statement announcing that the company has co-developed the industry's first commercial artificial intelligence-powered Radio Access Network (AI-RAN) platform with NVIDIA. Nokia stated that the new network equipment will enable telecom network operators to double the amount of data transmitted over the same wireless frequency bands by 2028, and it is expected to hit the market next year. (JIEMIAN News)
The three major U.S. stock indexes closed higher collectively, with most large-cap tech stocks rising
36Kr reports that at the close on July 15, the three major U.S. stock indexes all posted gains: the Dow Jones Industrial Average rose 0.29%, the Nasdaq climbed 0.62%, and the S&P 500 increased by 0.38%. Most large-cap technology stocks trended upward, with Apple surging over 4%, Google, Meta and Amazon gaining more than 3%, Microsoft rising over 2%, and Nvidia notching a modest increase. In contrast, Intel dropped over 4%, while Tesla saw a slight decline. Popular Chinese concept stocks rallied broadly: Tencent Holdings jumped over 5%, Alibaba and Bilibili rose more than 4%, XPeng Inc. gained over 3%, Vipshop, iQiyi, Li Auto and Pinduoduo climbed over 2%, and Baidu and NetEase posted increases exceeding 1%.
Ongoing IPO Processes
Dobot's GEM IPO to be reviewed on July 22
36Kr learned from the Shenzhen Stock Exchange website that the Shenzhen Stock Exchange Listing Review Committee will hold its 45th listing review meeting of 2026 on July 22, to review the initial public offering application of Shenzhen Dobot Co., Ltd.
Huaneng Turbo's NEEQ IPO to be Reviewed on July 22
36Kr learned from the NEEQ official website disclosure that the NEEQ Listing Review Committee is scheduled to hold its 69th listing review meeting of 2026 at 9 a.m. on July 22, 2026, to review the initial public offering application of Changzhou Huaneng Turbo Power Co., Ltd.
Large Corporation Earnings Reports
Kaierda: H1 2026 Net Profit Expected to Surge 1006%-1191% Year-on-Year
36Kr learned that Kaierda released an official announcement forecasting its semi-annual net profit attributable to shareholders of the listed company for 2026 will range from 26.1511 million yuan to 30.5338 million yuan, representing a year-on-year growth of 1006% to 1191%. The performance change is mainly driven by enhanced product competitiveness of the company, recovering downstream market demand, continuous growth in operating revenue, and a year-on-year decrease in share-based payment expenses.
Hualian Holdings: Interim 2026 Net Profit Expected to Surge 1030%-1423% Year-over-Year
36Kr learned from Hualian Holdings' announcement that the company projects its 2026 interim net profit attributable to listed company shareholders to reach 23 million to 31 million yuan, representing a 1030% to 1423% year-over-year increase. The performance change is mainly driven by rising property sales revenue from the "Qiantang Mansion" project in Hangzhou and a low base in the same period last year.
Financing & Investment
"Ask Quantum" Completes Series B Financing
36Kr learned that recently, "Ask Quantum" has closed its Series B financing, securing a capital injection of 600 million yuan. New investors include multiple institutions such as Hainan Qinglan, Hainan Liangqi, and Zibo Huifu Qijia. The funds from this financing will be mainly used for the large-scale commercial application of core technologies, the expansion of production capacity for quantum random number chips, and the R&D of integrated quantum AI products tailored for the artificial intelligence era.
"Dexterous Intelligence" Completes Hundreds of Millions Yuan Series A Financing with Strategic Investment from Shanghai Electric
Recently, the embodied intelligence enterprise "Dexterous Intelligence" (DexRobot) announced the completion of a Series A financing of hundreds of millions of yuan. This round is led by Shanghai Electric with strategic investment, with continuous capital injection from industrial and financial investors. In 2026, the company has successively completed two rounds of financing including the Angel Round and the Series A. The raised funds will be mainly used for full-stack technology R&D of dexterous manipulation, core product iteration, implementation in three major scenarios of education, power and industry, and industrial ecosystem construction. In addition, Shanghai Mechanical & Electrical (a subsidiary of Shanghai Electric) and Dexterous Intelligence have simultaneously established two joint ventures - Lingji Yidong and Lingji Zhilian, with a total registered capital exceeding 100 million yuan, focusing on mass production of core components and industrial scenario solutions respectively. This milestone marks that the company has transitioned from technology R&D to the stage of large-scale industrial delivery.
"Mianbi Intelligence" Completes New Funding Round with Valuation Exceeding 20 Billion Yuan
36Kr has learned that Mianbi Intelligence has closed a new round of financing, with investors including national-level funds, central state-owned enterprises, automotive manufacturers, and various industrial and financial investors. With this development, Mianbi Intelligence's total financing in the first half of 2026 has surpassed 5 billion yuan, and its valuation has exceeded 20 billion yuan, making it the publicly listed unicorn with the highest valuation in the edge-side intelligence sector. Mianbi Intelligence focuses on converting native edge-side large model technologies into standardized products, deploying them across core tracks such as embodied intelligence, automotive, smartphones, low-altitude systems, and civil aviation, with future expansions planned for industrial, smart home, and specialized fields.
Cool Products
Samsung Electronics Launches New 990 SSD
On July 15, Samsung Electronics announced that its new 990 solid-state drive is now rolling out globally, available in 1TB and 2TB capacity versions. The manufacturer's suggested retail prices are $269.99 and $529.99 respectively. (JIEMIAN NEWS)
Compiled｜Wang Haoyang