36Kr Abendausgabe | Die "Overseas Fulfillment"-Funktion von AliExpress in Mexiko geht offiziell live; ByteDance's Seed gibt das VeOmni-Framework als Open-Source frei; Tencent Yuanbao koppelt sich an JD.com an.
Large Companies:
ZEEKR Group's Net Loss in Q2 Narrowed by 88.8% Year-on-Year
Data disclosed by ZEEKR Group shows that the total revenue in the second quarter was 27.431 billion yuan, a year-on-year decrease of 0.9% and a quarter-on-quarter increase of 24.6%. The net loss in the second quarter was 287 million yuan, narrowing by 88.8% year-on-year and 62.4% quarter-on-quarter. (Jiemian)
Thunderbird Innovation Reached a Strategic Cooperation with Ant Group
36Kr learned that Thunderbird Innovation and Ant Group announced a strategic cooperation to jointly create an innovative digital payment integration solution for the global market and launched the Thunderbird X3 Pro AI glasses. It is understood that the Thunderbird X3 Pro is the world's first device to support "Blue Ring" payment, enabling "one-look payment" without waking up the voice assistant or stating the amount.
AliExpress' "Overseas Custody" Service Officially Launched in Mexico
36Kr learned that AliExpress, the cross - border e - commerce platform under Alibaba, recently launched the "Overseas Custody" service in Mexico. Merchants who stock up locally in Mexico can enjoy benefits such as pop - up windows on the home page after their products are included in the overseas custody service. Previously, AliExpress' "Overseas Custody" service had been launched in markets such as the United States, the United Kingdom, Spain, Germany, and Poland.
Weibo: Q2 Revenue Reached 3.2 Billion Yuan, Adjusted Operating Profit was 1.158 Billion Yuan
36Kr learned that Weibo released its second - quarter financial report for 2025. In the second quarter, Weibo's total revenue was 444.8 million US dollars, approximately 3.2 billion yuan. The adjusted operating profit in the second quarter was 161.8 million US dollars, approximately 1.158 billion yuan, exceeding Wall Street's expectations. In terms of commercialization, Weibo's advertising revenue in the second quarter reached 383.4 million US dollars, approximately 2.756 billion yuan. In terms of users, as of the end of the second quarter, Weibo's monthly active users reached 588 million, and daily active users reached 261 million.
36Kr learned that China Evergrande announced that according to the direction order, the liquidator submitted a report to the court on July 25, 2025, elaborating on the data received from those who claim to be the company's creditors and the situation of those who intend to serve as members of the possible scrutiny committee in the company's liquidation, and applied to the court for further instructions to decide not to establish a scrutiny committee in the company's liquidation. The application for directions will be heard at 10:00 am on September 16, 2025, at the High Court Building, 38 Queensway, Hong Kong, before Justice Chan Ching - fen of the Court of First Instance of the High Court. The company's shares will remain suspended until the listing status is cancelled at 9:00 am on August 25.
Tencent Yuanbao Connected to JD.com
36Kr learned that recently, Tencent Yuanbao launched a new function that supports direct jump to JD.com to buy paper books. In the future, if a book name appears in Yuanbao's answers and the book is available on JD.com, the book name will automatically show an underline. Users can click on it to jump to JD.com to make a purchase. Previously, Yuanbao already supported jumping to WeChat Reading and Qidian Reading for online reading.
36Kr learned that NetEase Cloud Music released its first - half financial report for 2025. The report shows that NetEase Cloud Music achieved a net revenue of 3.83 billion yuan in the first half of the year, an operating profit of 840 million yuan, a year - on - year increase of 40.8%; profit before income tax was 1.068 billion yuan, a year - on - year increase of 31.3%; profit for the period was 1.882 billion yuan, a year - on - year increase of 132.4%. In the first half of the year, NetEase Cloud Music announced that its "Music Podcast Generation Tool" and "Conversation Podcast Generation Tool" developed for creators had fully integrated the capabilities of the domestic open - source large - model DeepSeek - R1. In addition, NetEase Cloud Music focused on music - derived audio content. In the first half of the year, the consumption of long - audio content on the platform continued to increase, and the average listening time per user continued to improve.
Vipshop: Q2 Net Revenue Reached 25.8 Billion Yuan, GMV Increased to 51.4 Billion Yuan
36Kr learned that Vipshop released its second - quarter financial report for 2025. The report shows that Vipshop achieved a net revenue of 25.8 billion yuan in the second quarter, and the Non - GAAP net profit was 2.1 billion yuan. At the same time, the gross merchandise volume (GMV) in the second quarter was 51.4 billion yuan, a year - on - year increase of 1.7%; the number of active Super VIP (SVIP) users increased by 15% year - on - year, contributing 52% of online sales. In the first half of 2025, Vipshop returned more than 600 million US dollars to shareholders through share repurchases and dividends.
JD.com Group: Q2 Revenue Reached 356.7 Billion Yuan, a Year - on - Year Increase of 22.4%
36Kr learned that JD.com Group released its second - quarter financial report for 2025. The report shows that the revenue in this quarter was 356.7 billion yuan, a year - on - year increase of 22.4%; the net profit attributable to the company's common shareholders was 16.2 billion yuan; the net profit attributable to the company's common shareholders under non - US GAAP was 7.4 billion yuan. It is understood that JD Retail's revenue increased by 20.6% year - on - year this quarter, and the operating profit margin reached 4.5%, setting a record high for all major promotion quarters in the company's history in the second quarter. In addition, JD's food delivery business is developing healthily. It is understood that during JD's 618 promotion, the daily order volume of the food delivery business exceeded 25 million, more than 1.5 million high - quality merchants were settled, and as of the end of the second quarter, the scale of full - time riders had exceeded 150,000.
36Kr learned that JW Horizons said on the interactive platform that in terms of mid - level high - speed NOA, the company has mass - produced products based on TDA4, and will mass - produce products based on the Mobileye solution in the future; in the high - level aspect, the company has solutions based on EyeQ6, NVIDIA, and Huixi. Among them, the urban NOA solution based on the NVIDIA Orin - X chip will be mass - produced by the end of this year.
Investment and Financing:
36Kr learned that Yucheng Technologies said on the interactive platform that the company attaches great importance to overseas business and the overseas development opportunities brought by the RMB internationalization strategy, and regards cross - border payment business as an important part of its overseas strategy. The company successfully won the bid and participated in a digital fiat currency construction project in an overseas region. Currently, the related business is still in the development stage and accounts for a small proportion of the company's operating income.
New Products:
Google and NASA Jointly Developed an "AI Space Doctor"
Google recently announced on its official blog that it has jointly developed an AI medical assistant for space missions with NASA, which can provide real - time health diagnosis services for astronauts even when telemedicine is not available. Google and NASA cooperated to develop a multi - modal AI model called "Crew Medical Officer Digital Assistant". A prototype has been developed, which applies cutting - edge natural language processing and machine learning technologies and has been trained with space - flight - related literature to analyze astronauts' health conditions and performance in real - time. (Xinhua News Agency)
ByteDance's Seed Open - Sourced the VeOmni Framework
36Kr learned that to promote the research and application of full - modal large models, ByteDance's Seed team released and open - sourced the full - modal PyTorch native training framework - VeOmni. It is reported that VeOmni uses a model - centered distributed training scheme, which can decouple the complex distributed parallel logic from model computation and set up an efficient parallel training scheme for full - modal model combinations. This method can significantly reduce engineering overhead, improve training efficiency and scalability, and shorten the engineering development time from weeks to days.
The "Secret Language" Open - Source Community Expanded and will Gradually Cover Six Technical Routes
36Kr learned that the "Trusted Privacy Computing Open - Source Community" of Secret Language announced an upgrade and expansion to the "Secret Language · Data Trusted Circulation Technology Community", which will gradually cover six technical routes including privacy - preserving computing, trusted data space, data elements, data Internet, blockchain, and data field and form a multi - technical - route integration. In the future, through open - source code, co - construction of standards, and co - creation of scenarios, it will provide a one - stop, verifiable, and interconnected data circulation technology foundation for multiple fields such as healthcare, finance, urban governance, and manufacturing.
Today's Views:
Goldman Sachs Predicted that the Fed will Cut Interest Rates Three Times this Year
Goldman Sachs Group predicted in a research report on August 13 that the US Federal Reserve will cut interest rates three times this year, 25 basis points each time, and will cut interest rates twice more next year. After the above five interest - rate cuts, the federal benchmark interest rate will be lowered to the range of 3% - 3.25%, lower than the current level of 4.25% - 4.5%. (Xinhua News Agency)
Wondershare Filmora by Wondershare Debuted at the Google Developers Conference
36Kr learned that on August 13, the 2025 Google Developers Conference was held in Shanghai. Wondershare Filmora, the video - creation software under Wondershare, was the only video - editing product selected for the keynote speech session on the mobile side. By deeply integrating Google's Gemini 2.5 Flash capabilities and reconstructing the multi - model architecture, the integration efficiency of Wondershare Filmora has increased to 70%, and key aspects such as intelligent shot segmentation, in - depth video content analysis, and automatic voice - over generation have been optimized, helping users quickly transform scattered materials into professional - level Vlogs and creating a more intelligent and smooth video - creation process.
Other Notable News:
36Kr learned that the central bank announced that to maintain sufficient liquidity in the banking system, on August 15, 2025, the People's Bank of China will conduct 500 billion yuan of outright reverse repurchase operations with a term of 6 months (182 days) through a fixed - quantity, interest - rate tender, and multiple - price winning bid method.
The Central Bank of Norway Kept the Benchmark Interest Rate Unchanged
The Central Bank of Norway kept the benchmark interest rate unchanged at 4.25%. (Yicai)