Krypton Abendblatt | Johnson & Johnson erzielte im zweiten Quartal einen Umsatz von 23,74 Milliarden US - Dollar, der über dem Marktvorhersagen liegt; Jensen Huang: Wer Huawei und die chinesische Produktion unterschätzt, ist äußerst naiv; Tencent Yuanbao hat die Fähigkeit zur KI - Bildbearbeitung eingeführt.
Large Companies:
36Kr learned that recently, the service items of the medical cosmetology department at JD Health Physical Examination Center (Yizhuang Store) have been launched on the JD App. It is understood that the JD Health Physical Examination Center (Yizhuang Store) has the qualification of an outpatient department medical institution. Since its opening in July 2023, in addition to physical examination services, it has also successively opened special outpatient clinics such as internal and surgical departments, stomatology department, and traditional Chinese medicine department. The newly added medical cosmetology department will further enrich the medical service items of the JD Health Physical Examination Center, enabling professional diagnosis and treatment services to meet users' personalized health needs with a better experience and more convenient methods.
It was learned from people familiar with the matter close to MiniMax that MiniMax is about to complete a new round of financing of nearly $300 million (approximately RMB 2.2 billion). After this round of financing, the company's valuation will exceed $4 billion (approximately RMB 28.8 billion). The person familiar with the matter also revealed that MiniMax is seeking a listing on the A-share market. (Meijing.com)
The overall order volume of Amazon Global Store's first "Global Discount Festival" has doubled
36Kr learned that Amazon Global Store announced that its first "Global Discount Festival" summer promotion ended successfully on July 12. It is understood that during the "Global Discount Festival", the overall order volume of Amazon Global Store doubled. Among them, the sales of more than a dozen major categories such as footwear, electronics, and personal care increased by more than 200% year-on-year; the sales of more than 2,400 international brands doubled compared with the same period.
Schneider is reportedly in talks to acquire Temasek's stake in its Indian joint venture
According to people familiar with the matter, Schneider Electric is considering acquiring the remaining stake in its Indian joint venture from minority shareholder Temasek Holdings. As the relevant discussions are confidential, these unnamed people familiar with the matter said that Schneider is in talks to acquire the 35% stake in Schneider Electric India Private Limited held by the Singaporean state-owned investment company at a transaction price of approximately $1 billion. They also said that if the potential transaction is reached, the valuation of the entire joint venture, including debt, is approximately $5 billion. (Sina Finance)
Johnson & Johnson's Q2 revenue is $23.74 billion, higher than market expectations
Johnson & Johnson's Q2 revenue in 2025 was $23.74 billion, compared with the market expectation of $22.858 billion and $22.45 billion in the same period last year; the adjusted earnings per share in the second quarter were $2.77; it is expected that the adjusted earnings per share for the whole year will be between $10.8 and $10.9; it is expected that the annual sales will be between $93.2 billion and $93.6 billion. (Cailian Press)
ASML, the Dutch lithography giant, warned on July 16 local time that affected by the US tariff policy, the company may not be able to achieve growth in 2026. The company's CEO, Peter Wennink, said on the same day that the company is still working hard for growth in 2026, but currently cannot guarantee this. The company said that like the entire semiconductor industry, ASML is increasingly vulnerable to potential US trade restrictions. With the intensification of geopolitical uncertainties, especially after April, the prices of the company's machines and the chips they produce have risen, and the market environment remains challenging. (CCTV News)
Report: Global smartphone shipments increased by 2% year-on-year in Q2 2025
36Kr learned that a Counterpoint report shows that in the second quarter of 2025, global smartphone shipments achieved positive growth for the second consecutive quarter, increasing by 2% year-on-year, mainly driven by the markets in North America, Japan, and Europe. Samsung maintained its first position in the global market and had the fastest growth among the top five manufacturers, with a year-on-year increase of 8%. This performance is attributed to its resilient performance in various regions and the upgraded release of the mid-range A-series models. Apple continued its growth momentum, with shipments increasing by 4% year-on-year in the second quarter of 2025, and it maintained strong performance in North America, India, and Japan.
Investment and Financing:
Northern Power (Shandong) Group Co., Ltd. completed a Series A+ financing of 300 million yuan
36Kr learned that Northern Power (Shandong) Group Co., Ltd. completed a Series A+ financing of 300 million yuan, and this round of financing was led by Northern Kangyuan. The funds have been earmarked for the research and development of high - efficiency energy - saving technologies in the power industry, information construction, and the promotion of photovoltaic technology.
36Kr learned that on July 16, "AutoArk" announced that it had completed Pre - A and Pre - A+ rounds of financing in the hundreds of millions of yuan level in succession. The Pre - A round was co - led by BAce Capital and Xiaofanzhuo Venture Capital, with follow - on investments from Inno Angel Fund, Zhuhai Science and Technology Group, and Wuzhong Financial Holding. The Pre - A+ round was exclusively invested by Bairui Capital. After the completion of this round of financing, the company will continue to promote the R & D and upgrade of multi - modal models and Agent technology, the application and implementation in key scenarios, the integration of software and hardware upstream and downstream of the industrial chain, and market expansion.
New Products:
Tencent Yuanbao has launched AI image editing capabilities
36Kr learned that Tencent Yuanbao officially launched AI image editing capabilities today. Users can input a sentence, and Yuanbao can automatically help with photo editing, background replacement, adding light effects, and even generating stylized blockbusters. It is reported that in addition to basic editing, Yuanbao also supports transforming pictures into pixel - style, anime, watercolor, Chinese - style and other stylized works, which can be used in content creation scenarios such as sharing pictures on Moments, making meme pictures, and creative photo shoots. Currently, this function has been simultaneously opened on the mobile, desktop, and web versions of Yuanbao. At the same time, both the Hunyuan and DeepSeek models in Yuanbao support this function, and all users can use it for free.
Freshippo launched functional HPP fruit and vegetable juices
Recently, Freshippo launched a turmeric - ginger - lemon juice in its HPP fruit and vegetable juice series. It is understood that this is the new HPP shot series launched by Freshippo this year, and the turmeric - ginger - lemon juice is the top - notch new product in this series. Freshippo entered this field by using the cold - pressing processing method of fresh ingredients and choosing the HPP sterilization process to retain the nutritional components and flavor of the ingredients to the greatest extent. Freshippo said that after trying to use the HPP process to make fruit and vegetable juices and cold - brewed teas, it will continue to explore the possibilities of this process in the field of healthy beverages.
36Kr learned that from July 16 to 20, the 3rd China International Supply - Chain Expo was held in Beijing. Zhipingfang, a Chinese embodied intelligence company, was invited to showcase at the core NVIDIA booth and demonstrated the core capabilities of its self - developed general intelligent robot Aibao in spatial perception, rapid learning, whole - body motion coordination, and task planning and execution.
36Kr learned that Zhongchen Technology announced that the cumulative deviation of the daily closing price increase of the company's stock exceeded 20% within three consecutive trading days, which is an abnormal fluctuation in stock trading. The company noticed that some media reports listed the company as a related concept stock of humanoid robots. As of the date of this announcement, the revenue from products related to humanoid robots accounts for no more than 1% of the company's total revenue and will not have a significant impact on the company's current operating performance.
Today's Views:
Jensen Huang: Those who underestimate Huawei and Chinese manufacturing are extremely naive
Today, when NVIDIA CEO Jensen Huang was asked about his views on the progress made by Chinese artificial intelligence companies, especially Huawei, Huang said that Huawei is an incredible technology company that manufactures chips, systems, and networks. This company has a profound tradition and pursues excellence, and it is a powerful technology company. Huang said that anyone who underestimates Huawei and the manufacturing capabilities of China is extremely naive. (Yicai Global)
Chaitanya Jain, the Bitcoin strategy manager at Strategy, said that even if the price of Bitcoin drops to $20,000, Strategy "will still have enough collateral to pay off all its debts". (Cailian Press)
Other Notable News:
Li Qiang, Premier of the State Council, chaired an executive meeting of the State Council to hear a report on standardizing the competition order in the new - energy vehicle industry. The meeting pointed out that in order to promote the high - quality development of the new - energy vehicle industry, in response to various irrational competition phenomena in this industry, it is necessary to adhere to a combination of short - term and long - term measures and comprehensive policies to effectively standardize the competition order in the new - energy vehicle industry. It is necessary to strengthen cost investigations and price monitoring, strengthen supervision and inspection of product production consistency, and urge key automobile companies to fulfill their payment term commitments. It is necessary to focus on improving the long - term mechanism for standardizing competition, strengthen industry self - discipline, give better play to the leading role of standards in industrial upgrading, and guide enterprises to enhance their competitiveness through technological innovation and quality improvement. (CCTV News)
36Kr learned that TrendForce said that the United States is expected to allow NVIDIA to resume selling H20 GPUs to the Chinese market. This policy change will help drive the demand replenishment of local AI and cloud service providers. It is expected that the H20 will become the main high - end AI chip in this market again, driving up the demand for HBM simultaneously. Based on the latest situation, TrendForce has raised its estimate of the proportion of chips such as NVIDIA and AMD externally purchased by the Chinese AI market to 49%, compared with the previous estimate of about 42% considering the export ban.