Fünf Konsumunternehmen erhalten neues Kapital; Proya investiert exklusiv in die chinesische Kosmetikmarke Flower Knows; Molly Tea white schließt eine Kooperation mit Shanghai Animation Film Studio ab | Das große Blickfeld des Venture Capitals
Sortiert von | Lan Jie
Busy Money
Flower Knows Announces Completion of Series B Financing Exclusively Invested by Proya
According to IT Juzi on September 2nd, the domestic beauty brand Flower Knows announced the completion of Series B financing, exclusively invested by Proya, with Chishan Capital serving as the long - term exclusive financial advisor. This financing will be used for brand globalization expansion, supply - chain integration, and content innovation. Flower Knows positions itself as a makeup brand for young girls, and its products cover categories such as eyeshadows and lipsticks.
The brand had previously completed two rounds of financing. At the end of 2020, it received tens of millions of RMB in Pre - A round investment from Tiantu Capital. In March 2021, it received nearly 100 million yuan in Series A financing exclusively invested by Kunyan Capital. This exclusive investment from Proya is another strategic boost from an industry leader for Flower Knows after its equity restructuring and the introduction of industrial capital in 2024.
“Weiyi Culture” Completes Angel - Round Financing in the Tens of Millions
36Kr learned that recently, “Weiyi Culture”, which focuses on immersive panoramic entertainment experience services, completed angel - round financing in the tens of millions. The investor is Shangjia Investment (Hainan) Co., Ltd. This round of financing will be used for key businesses such as the development of immersive panoramic projects and the operation of self - owned IPs. Weiyi Culture was established in 2023 and currently has two core business segments, namely immersive panoramic entertainment experience projects and the series development around its self - owned IP “Qinglu Universe”.
The Craft Beer Brand “TAGSIU” Completes Nearly 10 Million in Pre - A Round Financing
36Kr learned that the craft beer brand “TAGSIU” (hereinafter referred to as “TAGSIU”) has completed nearly 10 million in Pre - A round financing. The investors are MinIPO, Cool Mouse Brewery, and Jiangzhen Venture Capital. This round of financing is mainly used for store chain expansion, retail channel development, and supply - chain R & D.
TAGSIU was established in 2020 and is a craft beer brand that combines offline store space experience with retail channel layout. In May 2023, TAGSIU completed nearly 10 million yuan in angel - round financing. Its retail segment mainly consists of canned products and bottled beers, which are sold through various chain restaurants, e - commerce platforms, and supermarkets.
The Nightlife Complex INS New Paradise (New Electric Hero) Recently Received Nearly 3 Billion Yuan in Series A Financing
According to “LatePost”, the nightlife complex INS New Paradise (New Electric Hero) recently received nearly 3 billion yuan in Series A financing, led by BAI Capital, one of the angel - round investors. After the investment, its valuation reached 2.6 billion yuan.
Currently, INS has only one opened park, located in Fuxing Park, Shanghai, with a construction area of 20,000 square meters, which houses 10 self - operated bars, nightclubs, and several leased catering stores. It operates the urban commercial complex in a self - operated mode and pioneered the “pass” model, breaking the traditional night - economy situation where high - consumption booth users support the revenue with affordable consumption. In 2024, the company's revenue was close to 1 billion yuan and it achieved annual profitability.
It is reported that INS's next park in preparation is located in Chaoyang Park, Beijing, and it will open as early as 2027. Its operating area is larger than that of the Shanghai store, and more complex business forms are designed to further expand the consumer circle.
The Big - Health Beverage Brand Haojise Completes Financing of Hundreds of Millions of Yuan
According to IT Juzi, Haojise recently received strategic investment from Guoyang Fund. Haojise is a big - health beverage brand that focuses on the fast - moving consumer goods track of homologous medicine and food. Its sub - brand Yuexiangke is an innovator in the healthy beverage field. Centered around the concept of “homologous medicine and food”, it has launched multiple products, including double - pomelo juice, freshly squeezed corn juice, and indigo - berry juice.
Company Intelligence
ByteDance's Seed Department Grants Option Allowances, and Relevant Technical Employees Can Receive Additional ByteDance Options Worth 90,000/110,000/135,000 Yuan per Month
ByteDance's emphasis on AI business is further verified.
36Kr learned that ByteDance recently granted option allowances to its Seed department, mainly covering technical employees in the large - model direction. Depending on comprehensive performance and job levels, employees can receive ByteDance options worth 90,000/110,000/135,000 yuan per month, which are attributed monthly. The first - batch allowances will be continuously issued for 18 months.
It is also understood that the calculation price of the first - batch of newly issued options is 189.9 US dollars per share, lower than ByteDance's latest option repurchase price of 200 US dollars. This means that relevant employees can get a larger number of options. Calculated according to the rumored repurchase price of ByteDance, the value of the first - batch 18 - month options is about 1.7 million to 2.56 million yuan.
AI has become a strategic business that all major Internet companies, including ByteDance, are betting on and competing for. Talent is an essential part of it. At the same time, AI is also a business that significantly increases costs. In the past year, ByteDance's profit margin has been dragged down by the investment in AI - related businesses, and its growth has also slowed down.
Xiaohongshu Expects Annual Profit to Triple Year - on - Year to 3 Billion US Dollars
Xiaohongshu is one step closer to going public.
According to Bloomberg citing people familiar with the matter, Xiaohongshu's profit this year is expected to triple year - on - year, reaching 3 billion US dollars (about 23.4 billion Hong Kong dollars), and its latest valuation has reached 31 billion US dollars.
The report said that this profit forecast makes Xiaohongshu the profit leader in the global visual social - platform field. Its expected profit scale is 50% higher than Pinterest's full - year profit in 2024 and far ahead of Snap, the parent company of Snapchat, which has not yet achieved full profitability.
Xiaohongshu has completed multiple rounds of financing before. Its valuation once dropped below 20 billion US dollars and now it has returned to a high point. According to industry insiders, Xiaohongshu's IPO may be launched as early as this year, and the specific time will depend on the market conditions.
Since this year, Xiaohongshu has had multiple dynamics of accelerating commercialization, including but not limited to reaching cooperation with Tmall and JD.com successively, holding the large - scale second - dimension marketing event “RED LAND”, and inviting platform - featured merchants to set up the “Xiaohongshu Market” offline.
HFA Global Report: The Number of Leke Stores Ranks Fifth Globally
The affordable and ubiquitous Leke has achieved large - scale success.
According to the “2025 HFA Global Report” released by the Health & Fitness Association of the United States, as of the end of 2024, the Chinese fitness brand Leke Sports performed outstandingly in the global market. The total number of its stores ranks fifth globally, and it is the only Chinese brand among the top five. At the same time, the cumulative number of registered members of Leke has exceeded 14 million, ranking second globally.
Compared with traditional gyms that often charge tens of thousands of yuan for annual memberships, Leke is cheaper and more flexible, catering to the mentality of office workers who still want to exercise under the increasing living costs and pressure.
From the above report, this trend can also be seen. The gym brand Planet Fitness, which also ranks among the top five, has nearly 3,000 stores, but its basic membership fee is only 10 US dollars per month.
Therefore, Leke, which was the first to recognize this trend, has become the new winner in the growing fitness market.
The Pet Service Brand Pet’em Announces That Its Paid Memberships Pet’em Prime Exceed 100,000 in Five Months
After the store - closing storm, Pet’em has made new progress in its commercialization process.
On September 1st, the pet service brand Pet’em announced that its paid memberships Pet’em Prime exceeded 100,000 in five months. In addition, Pet’em officially became the general distributor of the New Zealand high - end pet - food brand Sunday Pets in the Chinese mainland.
The pet service brand Pet’em was established in 2015, focusing on pet health - care services and pet - product retail. It is committed to providing standardized and professional services to pet owners through the direct - chain model and digital means.
According to a relevant report by iiMedia Research, by 2028, the market scale of the Chinese pet - economy industry is expected to reach 1.15 trillion yuan. With the popularity of the pet economy, Pet’em has opened more than 200 stores, covering core first - tier cities such as Beijing, Shanghai, and Shenzhen.
At the beginning of this year, some media reported that Pet’em closed more than 20 stores. The brand's official response stated that the total number of closed stores nationwide was more than ten, mainly due to rent issues, and new stores will be opened one after another in the future.
Future Ideas
Jasmine Milk White Collaborates with Shanghai Animation Film Studio
In September, Jasmine Milk White collaborated with Shanghai Animation Film Studio. Inspired by the classic animated work “Ginseng Fruit”, it launched new products such as “Ginseng Fruit and Yellow Apricot Iced Tea” and “White Orchid and Jinxuan Tea”.
Just after the summer vacation, “The Little Monster in Langlang Mountain” verified the potential of the national trend. And the tea - beverage brands that always use collaborations as a marketing method also hope to catch this wave of popularity.
The Official Offline Store for “Black Myth” Derivatives Will Open in Xihu District, Hangzhou
On September 4th, Yang Qi, the co - founder of Game Science and the art director of “Black Myth: Wukong”, posted a recruitment notice on the social platform. The official offline store for “Black Myth” derivatives will open in Xihu District, Hangzhou, and currently, it is recruiting sales staff and store managers.
According to the Aiqicha App, Hangzhou Youke Interactive Technology Co., Ltd., a subsidiary of the affiliated company of Game Science, has applied for copyrights for works such as “Black Myth: Wukong - Merchandise - Canvas Bag and T - Shirt Series”, “Black Myth: Wukong - Merchandise - Plate Series”, and “Black Myth: Wukong - Merchandise - Canvas Bag Printing and Shopping Bag Series”. The categories of these works are all art.
As a phenomenon - level 3A game, “Black Myth: Wukong” has sufficient potential to become an IP. With the new work “Black Myth: Zhongkui” by Game Science making a grand appearance at the opening night of the Cologne Game Show, the relevant popularity of the “Black Myth Series” will continue.
Data - Driven Consumption
The Summer Box Office of Movies Increases Year - on - Year
Data from the professional version of Dengta shows that as of 18:00 on August 31st, the total box office (including pre - sales) of the 2025 summer season (from June 1st to August 31st) reached 11.943 billion yuan, exceeding the box - office performance of the 2024 summer season. Among them, “Nanjing Photo Studio”, “The Little Monster in Langlang Mountain”, “Chasing the Wind and Shadows”, “The Lychees in Chang'an”, “Jurassic World: Reborn”, and “Roco Kingdom 2” ranked among the top six in the box office during this period.
The Demand for Smart Home Cleaning Robots Soars
36Kr learned that the latest “Quarterly Tracking Report on the Global Smart Home Cleaning Robot Device Market, Q2 2025” released by the International Data Corporation (IDC) shows that in the first half of the year, the global smart home cleaning robot market shipped 15.352 million units, a year - on - year increase of 33%, indicating strong market demand for this category. Among them, the lawn - mowing robots shipped 2.343 million units in the first half of the year, a year - on - year increase of 327.2%.
Under the “Battle of Hundreds of AR Glasses”, the AR Market Further Grows
36Kr learned that according to the latest report released by TrendForce, in 2025, as international brands successively launched prototypes of AR glasses and Meta is expected to release the AR glasses Celeste soon, the market's attention to AR devices has started to heat up. Coupled with the price drop of OLEDoS products, the global AR shipments are expected to reach 600,000 units in 2025. In the long term, the growth momentum of the information - prompt AR market is strong. Starting from 2028, as the high - end full - color AR technology matures and more mature products designed by international giants are launched, the shipments will be boosted to reach 32.1 million units in 2030.