Krypton Evening News | DeepSeek Recruits Civil Engineers, Competition Among Tech Giants Extends to Traditional Resource Fields; Two Major Central State-owned Energy Enterprises Participate in the Investment of Unitree Robotics; OpenAI's Head of Ethics Announces Resignation Less Than One Year After Taking the Position
Big Companies:
Guangju Energy: Upward revision of semi-annual performance forecast, net profit for the first half of the year is expected to increase by 603.02%–635.24% year on year
36Kr learned that Guangju Energy has released the revised announcement of its 2026 semi-annual performance forecast. After the revision, the company estimates that the net profit attributable to shareholders of the listed company in the 2026 semi-annual period will be between 65.5596 million yuan and 68.5642 million yuan, representing a year-on-year increase of 603.02%–635.24%. The reason for the revision is that the company holds a 14.42% equity stake in its associated enterprise Mawan Power, and recognized the 2025 dividend arrangement at the end of the second quarter, which increased the company's investment income in the reporting period by 40.3904 million yuan, and correspondingly increased the net profit attributable to shareholders of the listed company in the reporting period by 40.3904 million yuan. In previous years, the company generally recognized the investment income from Mawan Power in the third or fourth quarter. This matter is caused by the advance of the dividend resolution of the associated enterprise and does not belong to non-recurring profit or loss.
Reports say SK Hynix has restarted the construction of Plant 2 at its NAND flash production base in China, expanding its production capacity by around 50%
According to reports, SK Hynix has restarted the construction of Plant 2 at its NAND flash production base in Dalian, China, expanding the production capacity by approximately 50%. The Dalian Plant 2 broke ground four years ago, but the project had been stagnant for a long time due to the downturn of the memory chip industry. SK Hynix plans to introduce semiconductor manufacturing equipment by the end of this year, and officially put it into operation in the first half of next year. (CBN View)
DeepSeek Recruits Civil Engineers, Competition Among Leading Tech Firms Extends to the Traditional Resource Sector
From recruiting civil engineering professionals to making heavy investments in intelligent computing centers, AI is driving tech companies to expand their asset footprint to cover land, power and data centers. A recent job posting on DeepSeek's official website notes that "every generation gets to witness its own infrastructure revolution", listing majors including electrical engineering, HVAC, environmental engineering and civil engineering as qualified for the position. This move from DeepSeek sends a subtle signal: model developers that previously relied primarily on external computing resources have started to extend their reach deeper into the computing power infrastructure ecosystem. (Yicai)
Sea Limited's Q2 revenue rises 48.1% year on year to 7.788 billion US dollars
Sea Group, the parent company of Shopee, released its financial results for the second quarter ended June 30, 2026 on August 11. The company recorded GAAP operating revenue of 7.788 billion US dollars in this quarter, up 48.1% year on year; gross profit reached 3.550 billion US dollars, up 47.3% year on year; net profit hit 458 million US dollars, up 10.6% year on year; adjusted EBITDA stood at 917 million US dollars, also posting a 10.6% year-on-year increase. (JIEMIAN)
Two major central state-owned energy enterprises participate in the investment of Unitree Robotics
Targeted as the "first A-share stock of embodied intelligence", Unitree Robotics Co., Ltd. officially launched its subscription on August 10. Among the strategic placement list, China National Petroleum Corporation Kunlun Capital Co., Ltd. and China Southern Power Grid Industrial & Financial Holding Group Co., Ltd. both appeared, drawing widespread market attention. It is understood that this issuance adopts a combination of strategic placement, offline issuance and online issuance, with a total strategic placement of 8.0893 million shares, accounting for 20% of the total issuance. Kunlun Capital and CSG Industrial & Finance, as "large enterprises or their subsidiaries that have strategic cooperation relations or long-term cooperation visions with the issuer's business", participated in the investment, each receiving 903,290 shares, with a corresponding allotment value of about 136 million yuan, and a lock-up period of 12 months. (China Electric Power News)
Driven by the AI computing power boom, 24 concept stocks are expected to see net profit growth in the first half of the year
The explosive growth of demand for artificial intelligence computing power has prompted many domestic and overseas giants to plan to significantly expand their data center production capacity. According to statistics, there are more than 100 A-share concept stocks involved in the data center industrial chain. Today, Chengdi Xiangjiang and Hanggang Co., Ltd. hit the daily limit, Shenghong Co., Ltd. rose by 12.92%, and Xuguang Electronics, Copper Ox Information and other stocks ranked at the top in terms of increase. In terms of performance, 45 concept stocks have released announcements related to their semi-annual performance. Calculated in the order of the lower limit of net profit in the semi-annual report, performance express and performance forecast, 4 stocks turned losses into profits in the first half of the year, 2 stocks reduced losses year on year, and 24 stocks realized year-on-year growth in net profit attributable to shareholders, among which Litong Electronics and Fuhan Microelectronics both posted a growth rate of over 1000%. (Securities Times)
ByteDance has newly established the AI Data and Security Department, which is parallel to departments including Seed, Flow and Douyin
36Kr has learned from multiple independent sources that ByteDance recently set up a new first-level department, namely AI Data and Security, which is at the same administrative level as departments such as Seed, Flow and Douyin, with Wang Yinglei (Adam Wang) serving as its head. This is another first-level department focused on AI business established by ByteDance after the two first-level AI departments Seed and Flow were founded at the end of 2023. Previously, the person in charge Wang Yinglei used to be the Head of TikTok Platform Responsibility and Head of TikTok Live.
It is reported that the head of data security of ByteDance Seed AI is about to resign, and no official response has been released yet
According to market sources, Fu Yue (Yuyi), head of Data and Security of ByteDance Seed AI, will resign soon, and his position will be succeeded by Wang Yinglei (Adam Wang), head of the TikTok Platform Responsibility Team and former head of TikTok Live. ByteDance has not given any official response to this news for the moment. It is said that Fu Yue reports directly to Wu Yonghui in ByteDance Seed, used to be in charge of Global Data, and is currently the top leader of AI Data and Security. (Sina Tech)
Reports say Google DeepMind job applicants can fill out a special form to bypass AI resume screening
It is reported that the AGI Safety and Coordination team of Google DeepMind encourages job applicants to fill in an extra special form while submitting their regular applications, to avoid the risk of their resumes being screened out by the company's internal artificial intelligence system. Industry insiders point out that AI recruitment tools are still in the early stage of development, and there is a long way to go to realize the vision of full automation of the recruitment process. (CLS)
China Literature: Revenue from short dramas and AI animated comic dramas in the first half of the year reached RMB 430 million, more than 3 times that of the same period last year
On August 11, China Literature released its 2026 interim performance report. The report shows that China Literature's revenue in the first half of the year reached RMB 3.53 billion, representing a year-on-year increase of 10.7%. In the first half of the year, China Literature's GMV reached RMB 780 million, up 60% year on year; revenue from short dramas and AI animated comic dramas hit RMB 430 million, which is more than 3 times the figure of the same period last year; IP copyright revenue reached RMB 1.61 billion, with a year-on-year growth of 41.9%.
Tingyi (Cayman Islands) Holding Corporation: Revenue of RMB 40.54 billion in the first half of 2026, up 1.1% year on year
36Kr learned that Tingyi (Cayman Islands) Holding Corporation issued an announcement on the Hong Kong Stock Exchange, showing that its revenue in the first half of the year reached RMB 40.54 billion, with a year-on-year growth of 1.1%; the adjusted profit attributable to shareholders of the company was RMB 24.3 billion? No, the adjusted profit attributable to shareholders of the company was RMB 2.43 billion, representing a year-on-year increase of 15.2%.
Unionized workers of Hyundai Motor will stage a four-day partial strike this week
The labor union of Hyundai Motor said on Tuesday that a four-day partial strike will be held this week after failing to reach a wage agreement with the management. The union of the automaker noted that it has decided to launch a four-hour strike on Wednesday and Thursday, and hold a six-hour strike on Friday and Sunday. Last month, the Hyundai Motor union had carried out partial strikes totaling 30 hours, and refused to work special shifts on four Saturdays, leading to an estimated production loss of about 42,510 vehicles. (Sina Finance)
Zuckerberg: Meta will promote the popularization of "personal superintelligence" and oppose the concentration of AI capabilities in a small number of institutions
On August 10 local time, Mark Zuckerberg, Chief Executive Officer of Meta, published the long article *The Future Belongs to Everyone*, stating that Meta will promote the popularization of "personal superintelligence" and continue to support open-source AI models. He pointed out that open-source models help avoid excessive concentration of AI capabilities, allowing more individuals and enterprises to access advanced AI tools. Zuckerberg noted that the current open-source ecosystem is "robust", and restricting open-source AI will lead to further centralization of AI, which is not conducive to security and economic development. He revealed that Meta's Superintelligence Lab has been launched, and the company will resume releasing some open-source models in the future. When talking about the distillation technology used in AI model training, Zuckerberg stated that the practice of models learning from other models is an important principle of the open-source ecosystem, and distillation should not be simply treated as a harmful behavior. (Jiemian)
OpenAI's Head of Ethics Announces Resignation Less Than One Year After Joining the Company
Against the backdrop of growing external scrutiny over OpenAI's R&D methodology for artificial intelligence models, a number of security researchers have left the company successively. In this context, Chloe Bakalar, Head of Ethical Affairs at OpenAI, chose to depart from the startup less than one year after joining. This resignation is one of the many high-profile executive departures that have occurred one after another at OpenAI in recent weeks. Johannes Heidecke, Head of Safety Systems, as well as Joshua Achiam, Chief Futurist and former Head of Alignment, also left the company at the same time. (Sina Finance)
South Korean President Lee Jae-myung Calls for Large-scale Strategic Investment in Future Industries Including Quantum Computing
South Korean President Lee Jae-myung called for large-scale strategic investment in future industries including small modular reactors (SMRs), renewable energy and aerospace at a cabinet meeting on Tuesday, reaffirming his commitment to boosting South Korea's industrial strength. Lee Jae-myung noted that small modular reactors, renewable energy, quantum computing, aerospace and advanced biology are key areas in future industries that will determine global leadership. Strategic investment in these areas should be promoted as thoroughly and intensively as investment in major projects such as semiconductors and artificial intelligence. (CLS)
Zhipu ZCode Surpasses 1 Million Users and Launches Four New Features
On August 11, reporters learned that Zhipu AI's programming product ZCode announced a full upgrade, with Goal, Subagents, Remote Control and idle-time tasks officially launched, pushing Coding Agent from dialogue assistance to independent delivery of complex tasks. The number of ZCode users has exceeded 1 million. (Securities Times)
Tencent WorkBuddy Upgrades Multi-device Synchronization Capability
36 Kr has learned that Tencent WorkBuddy announced the upgrade of its multi-device synchronization function, realizing real-time synchronization of tasks, chat records and outputs across PC, App and mini-program, and supporting remote authorization and termination of PC-side tasks on mobile phones.
Investment and Financing:
"Xunming Biotech" Secures New Series B Financing Totaling USD 100 Million
36Kr has learned that "Xunming Biotech" has recently obtained a new Series B financing totaling 100 million USD. The first tranche was exclusively invested by Granite Asia (formerly the GGV Capital Asia business); the subsequent tranches were led by industrial investors, with Honghui Fund participating in the investment, and existing shareholders including Qiming Venture Partners, Matrix Partners China and New Alliance Capital making additional contributions. Only more than 3 months have passed since the company disclosed its USD 35 million A+ round of financing.
New Products:
Insiders: Microsoft plans to drastically increase the production of its next-generation AI chips next year
Two people familiar with the relevant plans disclosed that Microsoft plans to significantly expand the production of its self-developed next-generation artificial intelligence chips next year, aiming to attract large cloud service provider clients including Anthropic to adopt its proprietary chips. The current generation of self-developed chip Maia 200 has relatively low market acceptance, yet Microsoft is still advancing its production expansion plan. One of the insiders stated that Microsoft plans to officially release the brand new Maia 300 chip this autumn, which can be unveiled as early as next month. Another insider indicated that this cloud computing giant has held negotiations with TSMC, the chip foundry, to secure the manufacturing capacity for more than 300,000 units of Maia 300, with the delivery scheduled in 2027; the scale of this order far outnumbers the tens of thousands of units of Maia 200 that Microsoft has mass produced to date. (Sina Finance)
Today's Viewpoints:
Jingtou Development: The company's stock price has risen significantly in the short term, and there may be risks of irrational speculation
36Kr learned that Jingtou Development announced that the cumulative deviation of the daily closing price increase of the company's stock has exceeded 20% in the two consecutive trading days of August 10 and August 11, which belongs to abnormal stock trading fluctuation. As of the date of the announcement, except for the previously disclosed planned major asset sale and connected transaction, as well as the planned asset purchase and connected transaction, there are no other major matters and risk matters that should be disclosed but have not been disclosed. In view of the sharp short-term rise of the company's stock price and the potential risk of irrational speculation, the company reminds the majority of investors to pay attention to secondary market trading risks, make rational decisions and invest prudently.
Dan Bin Responds to Investor Doubts: Orient Harbour did not significantly reduce its positions during the deep correction in July, only made a very small proportion of structural fine-tuning
36Kr learned that Dan Bin, Chairman of Orient Harbour, responded to investors' doubts that Changjiang Orient Harbour No. 2 still maintains a fully invested state at present. Before the deep correction in July, the fund held heavy positions in targets across the AI industry chain, stuck to its positions without large-scale reduction, and suffered a relatively large drawdown along with the AI track in this round. Orient Harbour seized the core global AI opportunities represented by NVIDIA in 2023, but started the layout of the local A-share AI industry chain relatively late, and did not go all out to build heavy positions in this sector until 2026. During this sharp decline in July, Orient Harbour did not panic and cut positions, nor did it significantly reduce positions, only made a very small proportion of structural fine-tuning.
Other noteworthy news:
China's humanoid robot shipments account for 97% of the global total in the first half of the year
According to Bloomberg's report on the 10th, a latest industry research report shows that in the first half of 2026, shipments from Chinese humanoid robot manufacturers have taken up over 97% of the global market share. Data from Smart Analytics Global (SAG), a research firm based in California, the United States, shows that in the first half of this year, the total global shipment of humanoid robots reached about 19,100 units, more than three times the 5,100 units recorded in the same period last year. In terms of market share, Shanghai-based Agibot has surpassed Hangzhou-based Unitree Robotics to take the first place. In the first half of this year, Agibot's shipments stood at 8,400 units, accounting for 44% of the global total, while Unitree Robotics' shipments reached 5,900 units, taking up a 31% market share. The shipment volumes of both companies far outpace those of leading US humanoid robot enterprises such as Tesla, Figure AI and Agility Robotics. (CCTV Finance)
The 2026 annual film box office exceeds 24.5 billion yuan
According to data from online platforms, as of August 11, the total 2026 annual film box office (including pre-sales) has exceeded 24.5 billion yuan. *Pegasus 3*, *Kung Fu Women's Football* and *Love Letter to Grandma* currently rank the top three on the 2026 annual film box office list. (CCTV Finance)