9:00 36Kr｜Wang Xingxing, CEO of Unitree Robotics, appears on the cover of Time magazine; the National Anti-Fraud Center App supports one-click detection of AI-generated traces; Claude Opus 5 is officially released

Today's Hot News Highlights

• XPeng voluntarily recalls 33,500 X9 units, involving safety hazards of the front air spring
• The prompt text can be deleted after WeChat message is recalled
• Driscoll's berries are still available for sale offline, the company states that it is preparing to safeguard its legitimate rights in response to recent public opinions
• Fields Medal laureate Jacob Zimmerman will join OpenAI
• The European Union imposes a fine of 890 million euros on Google

TOP 3 Major News

Wang Xingxing, CEO of Unitree Robotics, Featured on the Cover of Time Magazine

On July 23 local time, Wang Xingxing, founder and CEO of Unitree Robotics, appeared on the cover of Time Magazine together with his manned mecha product GD01, with the title "The Robot Era Has Arrived".

It is reported that a full 8 years have passed since the last Chinese entrepreneur appeared on the cover of this publication.

Time Magazine described Wang Xingxing as "an atypical prophet in the AI era", noting that "He is slender, wears glasses, and completely lacks the flamboyant arrogance that many tech founders exude. Instead, he speaks of robotics with a quiet, unwavering conviction". (The Paper)

 

Ministry of Public Security: The National Anti-Fraud Center App Can Detect AI-generated Traces with One Click

On July 24, Jiang Guoli, Director of the Criminal Investigation Bureau of the Ministry of Public Security, introduced at the press conference held by the State Council Information Office in the morning that the public security organs have built an artificial intelligence content identification function on the National Anti-Fraud Center App. Users can upload suspicious videos, audios and images to detect traces of artificial intelligence generation with one click and identify forged information. (People.cn)

Anthropic Launches Claude Opus 5, Performance Close to Fable 5 but Cost Halved

On July 25, Anthropic officially released its latest flagship AI model Claude Opus 5. According to the official, Opus 5 has further improved capabilities in programming, Agent tasks, complex reasoning and other fields, with overall performance close to the higher-end Claude Fable 5, while the API price remains at the level of the previous generation Opus 4.8, which is $5 per million input Tokens and $25 per million output Tokens. Anthropic stated that this model is more suitable for daily high-frequency scenarios such as enterprise office and software development, and has further enhanced security and anti-abuse capabilities. At present, Claude Opus 5 has been open to Claude platform and API users. (Geek Park)

Cutting-Edge AI

Tencent Hunyuan Merges Large Language Model and Multimodal Teams to Establish the Foundation Model Department

36Kr has learned that Tencent announced the merger of the Hunyuan multimodal model department and the large language model department to establish the Foundation Model Department, which is uniformly managed by Yao Shunyu, Tencent's Chief AI Scientist, to further improve the efficiency of model R&D and collaboration, and explore the intelligence upper limit of full-modal models.

Meitu's AI Agent RoboNeo Launches Professional-grade 3D Director Console Feature

36Kr has learned that Meitu's AI Agent RoboNeo has released a new version, officially launching the professional-grade 3D director console feature. At the same time, it supports more efficient post-processing, including functions such as subtitle removal, image quality enhancement, light adjustment and background optimization. In addition, RoboNeo has launched multiple capabilities around AI short film creation, including project asset library, full-link workflow, upgraded script and storyboard generation and other functions.

Amazon Upgrades Alexa+ AI Assistant with Multiple New Intelligent Agent Features

Amazon updated Alexa+ features on July 24 to further enhance the capabilities of its next-generation AI assistant. Alexa+ supports natural conversations, information memory and task execution, which can help users manage schedules, summarize emails, generate podcasts, control smart home devices, and complete daily tasks such as shopping, restaurant reservations and ride-hailing. In this update, Alexa+ adds the AI-generated personalized podcast function, which can produce audio content based on users' interests; it also supports reading files, photos and documents uploaded by users, and generates summaries, Q&As or learning tests based on the content. In addition, Alexa+ can extract information by connecting to calendars and mailboxes, and automatically create schedules and reminders. In terms of smart home and consumer scenarios, Alexa+ can create automation programs via voice, analyze Ring camera events to help users manage home devices; it also integrates ecological services such as shopping, music and FireTV, to provide personalized recommendations and AI-assisted shopping experiences. (Jiemian News)

Fields Medalist Jacob Tsimerman to Join OpenAI

On July 23 local time, newly awarded Fields Medalist Jacob Tsimerman announced that he will shift his research focus to artificial intelligence safety and join OpenAI. Multiple research leads at OpenAI have publicly welcomed his arrival.

Tsimerman's attention to AI risks is not a recent occurrence. In 2025, he co-published a paper with Andrew Critch that systematically sorted out the potential paths through which artificial intelligence could push humanity close to extinction. The paper does not argue that AI-induced human extinction is an inevitable result, but aims to promote the implementation of relevant preventive measures. (Jiemian News)

Tech giants including Microsoft, NVIDIA, Meta, IBM and other leading tech enterprises release a joint statement, with Jensen Huang creating a new X account to post in support

On July 24, Brad Smith, President of Microsoft, and other U.S. technology industry figures published an article titled *Open Weights and U.S. AI Leadership*, calling for promoting the development of open-weight artificial intelligence models, and arguing that an open ecosystem helps expand AI applications and foster competition. The institutions and enterprises that signed the article include a number of AI-related entities such as Microsoft, NVIDIA, Meta and IBM.

It is worth mentioning that in the late night of Beijing time on July 24, Jensen Huang, Founder and CEO of NVIDIA, registered an account on social media platform X. Huang's first ever post is exactly this co-signed letter that NVIDIA participated in, emphasizing the importance of open-source artificial intelligence models. (National Business Daily)

Major Companies / Key Events

XPeng Voluntarily Recalls 33,500 X9 Units Involving Safety Hazards of Front Air Springs

According to the State Administration for Market Regulation, Zhaoqing XPeng New Energy Investment Co., Ltd. has filed the recall plan for record. Starting from August 28, 2026, the company will recall 33,473 XPeng X9 vehicles produced from August 8, 2023 to August 11, 2025. Due to fluctuations in manufacturing processes, the air tightness of the front air spring on some vehicles is reduced, which may cause slow air leakage after long-term use in high-temperature and high-humidity environments. In extreme cases, it will affect the vehicle's handling performance and pose safety hazards. XPeng will replace the improved front air spring strut assembly for all vehicles covered by the recall free of charge to eliminate safety risks. Some vehicles have been fitted with improved components previously, and these vehicles do not need a second replacement in this recall. (The Paper)

TVB Officially Renamed as "TVB Group"

According to the official Weibo announcement of TVB, TVB has announced the official name change to "TVB Group", completing the transformation from a traditional television station to a cross-media entertainment group. With more diversified business layout, the group will embrace innovative AI technologies and expand its market coverage to the Guangdong-Hong Kong-Macao Greater Bay Area. (The Paper)

You can delete the reminder text after recalling a WeChat message

It is reported that WeChat version 8.0.76 has launched a new feature, allowing users to delete the gray reminder text displayed after message recall to achieve a "trace-free" recall effect. Users can long press the gray prompt "You recalled a message" and click the delete button to complete the operation. However, according to user feedback, the deleted recall reminder is only invisible on your own mobile phone, and the recipient of the message can still see the prompt "The other party recalled a message". (City Express)

Nvidia is reported to raise prices of GeForce graphics card kits, covering GDDR7 and GDDR6 products

It is reported that Nvidia has once again issued a price increase notice for GPU kits (GPU + memory chips) to downstream graphics card manufacturers, with the core reason still being the continuous rise in memory prices. It is reported that this price increase involves both GDDR7 memory and the previous-generation GDDR6 memory. This means that in addition to most of the 50-series graphics cards using the Blackwell architecture, the RTX 5050 and older graphics cards will also be affected — for example, the RTX 3060 12GB graphics card that recently returned to the market at its original 2022 suggested retail price. Reports say this round of price hikes is the latest adjustment after Nvidia raised the GPU kit price of its flagship graphics card RTX 5090 (including the China-exclusive RTX 5090D V2) in May this year. No other graphics cards were affected in that previous price increase. (CLS)

EU Imposes a Fine of 890 Million Euros on Google

The European Commission has determined that Google violated the Digital Markets Act in two areas of search engine services and developer guidance, and issued a total fine of 890 million euros. If no rectification is completed within 60 days, Google will face a daily penalty. This is the latest regulatory action taken by the EU against large technology companies. (IT Home)

Driscoll's berries are still available for offline sale, the company says it is preparing to safeguard its legitimate rights in response to recent public opinion

On July 24, Driscoll's issued a statement, noting that in response to the recent public outcry over food safety issues related to its products, the company has lawfully launched preparation work to safeguard its legitimate rights and interests. On July 20, some media reported that the U.S. berry brand "Driscoll's" was detected to contain the carcinogen "Per- and Polyfluoroalkyl Substances (PFAS)". Subsequently, related Driscoll's products were removed from the online mini-programs of a number of supermarkets including Walmart and Yonghui. After conducting on-site visits to multiple offline retail channels, Jiemian News reporters found that on July 23, Driscoll's raspberries were still on sale at one Sam's Club store in Hangzhou. The reporter inquired about this situation with Sam's Club customer service, and the customer service responded: "Thank you for your attention, we will forward the situation you reported to the relevant department." In addition, Jiemian News reporters learned that related Driscoll's products at offline Walmart outlets had been removed from shelves on July 21. A clerk at Yibai Orchard told Jiemian News that the origin of Driscoll's blueberries is Yunnan. (Jiemian News)

10 Airlines and 5 Online Ticketing Platforms Summoned to Conduct Self-Inspection and Rectification of Air Ticket Overbooking Issues Within a Specified Time Limit

In early July, consumer associations of Beijing, Tianjin and Hebei jointly launched a special survey on public awareness of civil aviation air ticket overbooking. In response to the problems found in the survey, in accordance with Article 40 of the Regulations on the Implementation of the Law of the People's Republic of China on the Protection of Consumer Rights and Interests, the consumer associations of Beijing, Tianjin and Hebei carried out a joint interview in Tianjin on July 24 for 10 airlines including Air China, China Southern Airlines, China Eastern Airlines, Hainan Airlines, Xiamen Airlines, Tianjin Airlines, Sichuan Airlines, Juneyao Airlines, Spring Airlines and Hebei Airlines, as well as 5 online ticketing platforms including Tongcheng, Ctrip, Fliggy, Qunar and Meituan, requiring the above enterprises to complete self-inspection and rectification before August 31, 2026. (CCTV News)

China Life Responds to the Reduction of Holdings in GigaDevice

China Life disclosed on July 20 that 8 separate asset management plans under the company sold approximately 1.1097 million shares of GigaDevice on July 8, realizing about 682 million yuan in proceeds, with an average selling price of 611.46-624.61 yuan per share. The stock once hit a high of 846.66 yuan per share at the end of the second quarter, and its midday closing price on July 24 was reported at 447.00 yuan per share, down more than 40% from the peak. On July 24, the relevant business person in charge of China Life responded to reporters that the company's stock managers' increase or reduction of holdings in individual stocks in the secondary market is a normalized investment behavior, all based on the needs of investment allocation. (Shanghai Securities News)

Alleged internal brokerage document to prevent hype around Changxin Technology's IPO circulates online, multiple personnel from brokerage branches state that no similar notices have been received

This morning, a suspected internal risk control notice from a brokerage circulated in the capital market. Targeting Changxin Technology which is about to be listed on the Sci-Tech Innovation Board, the notice requires branches to prevent new share speculation, which has aroused widespread market attention. The circulated notice shows that the brokerage requires all branches and business departments to remind clients with assets above 500,000 yuan through effective means to avoid participating in the hype in the early stage of Changxin Technology's listing and make rational and compliant transactions; pay close attention to clients who are used to speculating on new shares and chasing hot topics and have triggered compliance warnings for multiple times, give telephone warnings to the key monitored accounts designated by the exchange, and strictly guard against abnormal trading behaviors. Multiple personnel from brokerage branches and wealth management business lines said they have not received such official notices for the time being. A senior investment consultant at a brokerage said that in his many years of practice, he has never received a similar internal notice from the company targeting a single new share. (National Business Daily)

JPMorgan Chase is reportedly relocating more than 30 quantitative analysts from mainland China to Singapore and Hong Kong

People familiar with the matter revealed that JPMorgan Chase has transferred more than 30 quantitative analysts from mainland China to Singapore and Hong Kong in recent months, to concentrate the team in regional hubs and get closer to business divisions. JPMorgan Chase established its quantitative trading and research team earlier this year to accelerate the development of its electronic trading business and respond to challenges brought by non-bank competitors. Market makers including Citadel Securities and Jane Street Group LLC have expanded rapidly relying on electronic trading in recent years. (Sina Finance)

Musk calls on AI companies to join hands in self-auditing safety issues, and is willing to put aside personal grievances with Altman for the time being for this purpose

U.S. tech billionaire Elon Musk stated that he hopes the most advanced AI models will undergo peer review before release, instead of having the government take charge of the review. Musk himself admitted that cooperation among leading AI companies requires him to set aside differences with Sam Altman, CEO of OpenAI, even though the two have had fierce confrontations on social media recently. (Sina Finance)

Samsung and SK Hynix Reportedly to Sign Large-Scale Chip Supply Agreements with U.S. Enterprises

Kim Yong-beom, Director of the Policy Office of the South Korean Presidential Office, revealed on July 23 that Samsung Electronics and SK Hynix are expected to announce cooperation agreements involving "massive amounts" with major U.S. technology enterprises during South Korean President Lee Jae-myung's visit to Silicon Valley. The relevant agreements may include long-term memory chip supply agreements, strategic investment cooperation and memoranda of understanding, while no specific amount was disclosed. (Jiemian News)

Elon Musk Questions That Most Humanoid Robot Demonstrations Are Manipulated Or Scripted

During Tesla's Q2 earnings call, Elon Musk publicly raised doubts about the demonstrations across the entire humanoid robot industry. He stated that most of the impressive robot demos circulating online rely on pre-programmed action sequences or manual remote control from the backstage. At present, no humanoid robot in the world can independently complete diverse daily tasks solely through voice and visual commands.

Only 40% of the robots in the half-marathon event achieved autonomous navigation, while the rest relied on remote control. Multiple commercial robots overseas come with built-in VR remote control modes, and the robot interaction clips in popular short videos are mostly deliberately arranged. (Ifeng Technology)

South Korean Court Orders SK Hynix Chairman Chey Tae-won to Pay His Ex-wife Approximately USD 643 Million as Divorce Property Settlement

Chey Tae-won, the billionaire of SK Hynix, has seen his personal wealth surge dramatically amid the artificial intelligence boom. Recently, in a new round of ruling, the South Korean court ordered him to pay 944 billion won (equivalent to about 643 million U.S. dollars) to his ex-wife for divorce property division, bringing this protracted sky-high divorce lawsuit close to an end. If the ruling finally takes effect, it will be the highest-value divorce case in South Korean history. According to the Bloomberg Billionaires Index, Chey Tae-won currently has a net worth of about 5.6 billion U.S. dollars, and his net assets have more than doubled in the past year. The court has not yet clarified whether this huge sum will be paid in cash or stock. (Cailian Press)

Most large-cap U.S. tech stocks rise in pre-market trading, Microsoft gains more than 1%

36Kr has learned that most large-cap U.S. tech stocks are in positive territory pre-market. As of press time, Intel is up more than 2%, Microsoft up more than 1%, Tesla up 0.45%, Netflix up 0.32%, Apple up 0.16%, Amazon up 0.15%, Google up 0.11%; Meta is down 0.34%, NVIDIA down 0.29%.

Largest in the history of China's A-share market: CATL plans to repurchase shares with a total amount of 20 billion to 40 billion yuan, and all the repurchased shares will be cancelled

CATL released an announcement on the evening of July 24, stating that it intends to use self-owned or self-raised funds to repurchase A shares through centralized bidding, and the total amount of repurchase funds shall be no less than 20 billion yuan and no more than 40 billion yuan.

Spring Airlines Apologizes for Flight Ticket Overbooking

On July 24, Spring Airlines released a statement on the flight ticket overbooking issue related to the interview of multiple airlines and sales platforms conducted by the Beijing-Tianjin-Hebei Consumer Associations: In response to the joint interview on flight ticket overbooking launched by the three consumer associations of Beijing, Tianjin and Hebei on July 24, our company, after learning about the live broadcast on the overbooking issue through the public channels of the consumer associations, voluntarily arranged dedicated personnel to watch and learn online, and immediately dispatched staff to the consumer associations to report and explain the situation in person right after the meeting. Through comprehensive self-examination, we sincerely accept the criticisms on the deficiencies pointed out in the interview, carry out full-scale rectification to prevent similar incidents from recurring, and extend our sincere apologies to the majority of passengers and the consumer associations. (Jiemian News)

To cope with the memory price hike, Apple demands a sharp cut in OLED panel prices

On July 24, according to reports, Apple is asking suppliers to lower the price of iPhone OLED panels to offset the cost pressure brought by rising memory semiconductor prices. It is reported that Apple has proposed an iPhone 18 Pro Max OLED panel procurement price of about 70 US dollars to suppliers, and the industry estimates that the actual average supply price of Samsung Display and LG Display is about 66.5 US dollars, a drop of about 20% compared with the previous generation of products. (Jiemian News)

Reports Say Smartphone Brand Nothing Will Cut 40% of Its Global Headcount and Withdraw From Markets Including the Middle East and Japan

Nothing is shutting down operations in 12 (or more) markets worldwide, with the exit scope covering the Middle East, Japan, and parts of Europe. In addition, Nothing will lay off 40% of its global workforce. The company's R&D departments based in China and London, UK (at a ratio of 7:3) are facing layoffs of around 50% and 30%-40% respectively. Since its release, the global shipment volume of the Nothing Phone (4b) has only reached about 20,000 units, while the total shipment of the Nothing Phone (4a) and Nothing Phone (4a) Pro two versions is approximately 150,000 units. (IT Home)

IPO in Progress

AgiBot Innovation has initiated the Hong Kong listing process

36Kr has learned that AgiBot Innovation, a general-purpose AI robotics company, stated that the company has launched the process of listing in Hong Kong.

Tongchao Precision Launches IPO Guidance

36Kr learned from the disclosure on the official website of China Securities Regulatory Commission that Wuhu Tongchao Precision Machinery Co., Ltd. completed the tutoring filing registration at Anhui Securities Regulatory Bureau on July 23, 2026, intending to carry out initial public offering and get listed, with CITIC Construction Investment Securities as the tutoring broker.

Large Corporate Financial Reports

East Buy: Estimated revenue for FY2026 reaches RMB 5.6-5.8 billion, representing a year-on-year increase of approximately 27.3% to 31.8%

36Kr learned that East Buy has released an announcement, stating that its total revenue for FY2026 is expected to reach RMB 5.6-5.8 billion, with a year-on-year growth of roughly 27.3% to 31.8% compared to FY2025. For this fiscal year, East Buy's net profit is estimated to be RMB 520-550 million, marking a year-on-year surge of 8566.7% to 9066.7% against the net profit of FY2025. Specifically, in the second half of FY2026, East Buy's total revenue is projected to hit RMB 3.3-3.5 billion, growing by around 50.0% to 59.1% year-on-year from the second half of FY2025. In the second half of FY2026, East Buy's net profit is expected to reach RMB 281-311 million, with a year-on-year increase of 172.8% to 201.9% compared to the second half of FY2025.

Intel: Q2 Revenue Rises 25% YoY to $16.13 Billion

Intel released its financial report on July 23 local time, posting Q2 revenue of $16.13 billion, up 25% year on year, versus the estimate of $14.43 billion; Q2 Data Center and Artificial Intelligence revenue reached $6.26 billion, while analysts' expectation was $5.54 billion; adjusted earnings per share for Q2 was $0.42, beating analysts' forecast of $0.21. Third-quarter revenue is expected to range from $15.8 billion to $16.8 billion, and the lower limit of the forecast range is higher than the average analyst estimate of $15.1 billion. (Jiemian News)

Volkswagen's Q2 operating profit stands at 3.47 billion euros, below market expectations

Volkswagen announced on July 24 that its Q2 revenue reached 82.44 billion euros, versus the estimated 81.72 billion euros; its Q2 operating profit recorded 3.47 billion euros, while the market expectation was 4.07 billion euros. (Jiemian News)

Hikvision: Net profit for the first half of the year hit 78.96 billion yuan, rising 39.57% year on year

36Kr has learned that Hikvision disclosed its semi-annual report. The company recorded an operating revenue of 468.23 billion yuan in the first half of the year, a year-on-year increase of 11.97%; the net profit attributable to shareholders of the listed company was 78.96 billion yuan, up 39.57% year on year; the basic earnings per share was 0.862 yuan.

CATL: 2026 H1 Operating Revenue Reaches 276.917 Billion Yuan, Up 54.80% Year-on-Year

36Kr learned that CATL released its 2026 semi-annual report, recording an operating revenue of 276.917 billion yuan in the first half of 2026, a year-on-year increase of 54.80%; net profit hit 43.284 billion yuan, up 41.98% year-on-year.

Cool Products

XPeng's humanoid robot is in small-batch trial production, and the mass production line has entered the final joint commissioning stage

XPeng's humanoid robot has officially started small-batch trial production at its Guangzhou plant, while the mass production line has entered the final joint commissioning phase, marking the official countdown to the sprint for mass production. Previously, XPeng Group held an internal mobilization meeting for robot mass production, clarifying the key timeline: the humanoid robot will achieve mass production in 2026, and it is expected to be successively deployed in XPeng's stores and commercial scenarios across the globe starting from 2027, undertaking services such as shopping guidance and on-site explanation. XPeng's robot business integrates the group's capabilities in hardware, large AI models, supply chain, marketing and other modules, and systematically replicates the experience of collaborative software and hardware R&D, intelligent manufacturing and global channels accumulated in the automotive business to the robotics field, accelerating the mass production and commercialization process of high-end humanoid robots. (Sina Tech)

Jinghe Energy Unveils the World's First Bionic Intelligent Agent System for Batteries

36Kr learned that at the 2026 Automotive Thermal System Academic Annual Conference, Li Yantao, President of Jinghe Energy and Director of the Institute of Advanced Batteries of Tsinghua University, released the world's first bionic intelligent agent system for batteries. Project verification data shows that after application, the development cycle is shortened by more than 60%, R&D costs are reduced by over 50%, battery temperature consistency is improved by 31%, and the peak cell temperature is lowered by 8°C.

Compiled｜Putao