Um 8 Uhr: Eine "Höhenbeschränkung" für Wang Jianlin ist auf wirtschaftliche Streitigkeiten einer untergeordneten Projektgesellschaft zurückzuführen; WeChat unterstützt nun das Senden von Live-Bildern in Chats; Ein Tesla-Mitarbeiter hat wegen schwerer Verletzungen durch einen Roboterarm eine Schadensersatzforderung in Höhe von 51 Millionen Yuan erhoben.
Today's Hotspot Guide
- Clerks claim that the price of fixed - price gold has increased by 30% after the National Day holiday.
- Group tourists from China will be exempted from visas to enter South Korea starting from September 29th.
- The passenger flow on October 1st may exceed 340 million person - times.
- The reason for the scratches on the display models of the iPhone 17 series.
- The ceremonial vehicles used in the 70th anniversary military parade in 2015 are being returned to their owners one after another.
Top 3 Big News
Wang Jianlin's "Restriction on High - end Consumption" Caused by Economic Dispute of a Sub - project Company
Dalian Wanda Group Co., Ltd. and its legal representative Wang Jianlin have recently been restricted from high - end consumption. Regarding this, an informed source from Wanda said, "This time, it is due to an economic dispute of a Wanda sub - project company. In fact, the two parties have been trying to resolve it through various means before. We are also in the process of understanding the specific situation. This might be caused by information asymmetry at the implementation level." As of September 29, a query showed that there is no information about the "restriction on high - end consumption" of Wang Jianlin, the chairman of Wanda Group, on the China Enforcement Information Disclosure Network. (Cailian Press)
WeChat Officially Announces New Features: Support for Sending Live Photos in Chats and Undoing Deleted Chat Records within 5 Seconds
On September 29th, the official WeChat account "WeChat Moment" officially announced that (iOS version) WeChat chats now support sending Live Photos. Meanwhile, users can undo the deletion of chat records within 5 seconds. iOS users can update to version 8.0.61 or higher to experience these features. The official stated that users can open the chat box - photos, then select and send Live Photos that include dynamic images and sounds. The selected photos will have a "Live" mark in the lower - left corner. In addition, WeChat said that when swiping left to delete a single friend's or group chat conversation, users can undo the deletion within 5 seconds.
WeChat customer service said that currently, Live Photos are available to iOS users. iOS users can update to version 8.0.61 or higher to experience the corresponding features. Regarding the Android/HarmonyOS versions, the official said that due to the different adaptation progress of Android/HarmonyOS users across various brands, developers are working hard to promote the relevant adaptation work of the corresponding clients to meet the needs of more users. (IT Home)
Reason for Tesla employee's claim of $51 million: Seriously injured by robotic arm
A Tesla technician was severely injured after being attacked by a malfunctioning robotic arm during work. The current medical expenses have reached $1 million, and at least $6 million more is needed for subsequent treatment. Recently, he sued Tesla and its supplier in court, demanding $51 million in compensation. According to court documents, at the time of the accident, the engineer was trying to remove the motor at the bottom of the robotic arm to check the internal components when the robotic arm "suddenly and without warning released" and hit Hunt Dobler with a force equivalent to "about 8,000 pounds of counterweight", knocking him "to the ground" and causing him to "lose consciousness".
Currently, US media outlets are describing this incident as a "robot attack". Although it was actually a mechanical failure, such exaggerated wording may intensify public concerns about robot safety and prompt regulatory authorities to intervene. (Yangtze Evening Post)
Big Companies/Big Events
The Ministry of Industry and Information Technology and five other departments have issued the "Work Plan for Stable Growth of the Machinery Industry (2025 - 2026)"
36Kr learned that the Ministry of Industry and Information Technology and five other departments have issued the "Work Plan for Stable Growth of the Machinery Industry (2025 - 2026)". From 2025 to 2026, the operation of the machinery industry will maintain a stable and positive trend. The resilience and security level of key industrial chains and supply chains will continue to improve, and the development quality and efficiency will reach a new level. It is striving to achieve an average annual growth rate of about 3.5% in operating income, with the operating income exceeding 1 trillion yuan. The scale of key sub - industries will increase steadily, new quality productivity will be accelerated in cultivation, the competitiveness of enterprises will be further enhanced, and the supply capacity of high - quality equipment will be significantly improved. A number of characteristic industrial clusters of competitive small and medium - sized enterprises and internationally competitive industrial clusters will be cultivated.
"Chicken Cutlet Guy" from Jingdezhen Goes Viral, with a 1 - minute Video Platform Ad Quote of $10
Recently, the "Chicken Cutlet Guy" from Jingdezhen, Jiangxi Province, has gone viral on social platforms. With his unique business approach and the ability to always bring "emotional value" to customers, he has gained numerous fans and is affectionately called the "manager of the chicken cutlet business in Jingdezhen" by netizens.
Regarding the current situation, the Chicken Cutlet Guy said that regardless of whether he is popular or not, he will stay true to his original intention. There is currently no plan to conduct a national tour of "frying". The expectant looks of customers make him first want to fry the chicken cutlets well and serve every customer. Third - party data shows that as of 14:00 on September 29th, the number of fans of the Jingdezhen (Chicken Cutlet Guy) on the video platform is 372,000. The commercialization level shows that the ad quotes for videos of 1 - 20s, 21 - 60s, and over 60s are all $10. (Daxiang News)
Foreign Ministry: China to Add a Visa for Young Scientific and Technological Talents, the "K Visa"
Guo Jiakun, spokesperson of the Ministry of Foreign Affairs, presided over a regular press conference. A journalist asked questions related to China's launch of the "K Visa". Guo Jiakun stated that in order to promote exchanges and cooperation between Chinese and foreign young scientific and technological talents, China has decided to add a visa for young scientific and technological talents, namely the "K Visa", under the category of ordinary visas. For specific details on applying for the "K Visa", please follow the relevant information to be released soon by Chinese embassies and consulates abroad. (CCTV News)
The Ministry of Industry and Information Technology Issues a License for Satellite Mobile Communication Business to China Mobile
36Kr learned that, in accordance with the relevant arrangements of the "Guiding Opinions on Optimizing Business Access to Promote the Development of the Satellite Communication Industry", the Ministry of Industry and Information Technology recently issued a license for satellite mobile communication business to China Mobile Communications Group Co., Ltd. (hereinafter referred to as China Mobile). At present, following China Telecom, two basic telecommunications companies, China Mobile and China Unicom, have also obtained the business qualifications for satellite mobile communication. They can legally carry out services such as direct connection between mobile phones and satellites, deepen the application in scenarios such as emergency communication, maritime communication, and communication in remote areas, and enrich the supply of communication services and products.
Apple May Launch iPhone 17e and New iPad in the First Half of Next Year
On September 28th, according to the latest news from well - known journalist Mark Gurman, Apple will launch new products in the first half of next year, including the iPhone 17e, a new low - end iPad, and an updated iPad Air.
According to previous media reports, the iPhone 17e is the successor to the newly launched iPhone 16e this year. It is equipped with the same A19 chip as the iPhone 17. Its appearance design is similar to that of the iPhone 16e. It may further strengthen its cost - effective positioning, and the starting price is expected to remain at 4,499 yuan. (Jiemian News)
Leshan Commercial Bank Responds to the Case of Fraudulent Loans Worth 3.3 Billion: Continue to Recover Loan Losses
On September 28, in response to relevant reports about "the bank being defrauded of 3.3 billion in loans", a relevant person in charge of Leshan Commercial Bank in Sichuan Province said that the accountability for this incident "has not come to an end", and the bank will continue to recover loan losses through legal means. Lü Yongdong, the person in charge of the relevant department of Leshan Commercial Bank, told The Paper that a part of the funds involved in the case has been recovered.
Relevant criminal judgments show that from October 2013 to April 2014, Yang Tao, the then general manager of the Financial Market Department of Leshan Commercial Bank, and Li Xuan, the assistant general manager, accepted bribes from financial intermediary Gong Tingting and others, and illegally issued loans worth 3.8 billion yuan. The two were convicted of the crimes of illegally issuing loans and accepting bribes, and were sentenced to 15 - year and 6 - year imprisonment respectively by Ebian County Court in April 2024. (The Paper)
Trump Says He'll Impose 100% Tariff on Movies Made Outside the US
On September 29 local time, US President Donald Trump posted on the social - media platform "Truth Social" that the US film - making industry "has been stolen from the US by other countries", just like "taking candy from a baby". Trump said that the governor of California is "weak and incompetent" and has been hit particularly hard. To solve this "long - standing and never - ending" problem, he will impose a 100% tariff on all movies made outside the United States. (CCTV News)
Germany Considers Banning People Under 16 from Using Social Media
German media reported on September 29 that Germany's ruling coalition party is discussing setting an age limit for social media users and considering banning teenagers under 16 from using social media. Jens Spahn, the chairman of the parliamentary group of the coalition party to which German Chancellor Merz belongs, told "Neue Osnabrücker Zeitung" on the 29th that the coalition party is discussing setting stricter regulations for minors' internet use. At present, the relevant restrictive measures are still under discussion. One option is to set the age limit for using social media at 16. (Jiemian News)
Lufthansa Plans to Cut 4,000 Administrative Jobs by 2030
Lufthansa said on Monday at its Capital Markets Day event that the company plans to cut 4,000 administrative jobs by 2030 through digitization, automation and process integration, with most of the job cuts to take place in Germany. The German company has also set new medium-term targets for 2028 and 2030. The company expects an adjusted earnings before interest and taxes (EBIT) margin of 8% to 10%, and its free cash flow is expected to exceed 2.5 billion euros annually. (Sina Finance)
Bank of Japan board member Asahi Noguchi: US tariff policies may have a significant downward impact on the Japanese economy
Bank of Japan board member Asahi Noguchi said that despite rising domestic inflationary pressures in Japan, US tariff policies may have a significant downward impact on the Japanese economy. The Bank of Japan must fully assess external risks when formulating policies and maintain policy flexibility. (Caixin)
LG Household & Health Care Appoints Former L'Oréal Executive Lee Sun-joo as New CEO
It is reported that LG Household & Health Care held a board meeting on September 29 and announced the appointment of former L'Oréal executive Lee Sun-joo (transliteration, Korean: 이선주) as the new Chief Executive Officer (CEO), effective October 1. (Jiemian News)
Latest Survey: Over 3,000 Food Items to See Price Hikes in Japan in October This Year
According to the results of a latest survey in Japan, over 3,000 food items will see price increases in October this year, with the number of price - hiked food items reaching a new high in the past six months. A Japanese database company conducted a survey among major national food and beverage manufacturers, asking about their intentions to raise prices. The results showed that over 3,000 food items, including beverages and packaged foods, will see price hikes in October. Affected by the high rice prices, mochi, Japanese sake and other products made from rice are on the list of price - hiked items. Among them, the price of boxed rice may rise by up to 17%. (CCTV News)
Toyota's Global Sales in August Rose for the Eighth Consecutive Month, Driven by Strong Demand in the US
Toyota Motor said on Monday that its global sales rose for the eighth consecutive month in August as strong and sustained demand for some of its hybrid models in the US market offset the impact of weak sales in the Japanese market. Toyota's global sales in August increased by 2.2% year-on-year to 844,963 vehicles, thanks to a 13.6% increase in sales in the US market, while sales in the Japanese market declined by 12.1%. The production and sales data include Toyota's luxury brand Lexus. (Sina Finance)
Samsung Cuts Prices for 2nm Process to Grab Orders, Quoting 33% Cheaper than TSMC
According to Taiwan Economic Daily, reports indicate that Samsung is cutting prices for its 2nm manufacturing process to grab orders in order to scale up its economy, hoping to win orders from TSMC's major customers. Samsung's recent quote for 2nm process wafers is $20,000 per piece, 33% cheaper than TSMC's $30,000. Samsung is actively contacting major manufacturers such as NVIDIA and Qualcomm for 2nm performance evaluation and mass - production preparation. (Caixin)
CATL Takes a Stake in Galaxy General Robotics Co., Ltd.
36Kr learned that according to the Aiqicha app, recently, Beijing Galaxy General Robotics Co., Ltd. underwent industrial and commercial changes. New shareholders include Ningbo Meishan Bonded Port Area Wending Investment Co., Ltd., a wholly - owned subsidiary of CATL, and Beijing Robotics Industry Development Investment Fund (Limited Partnership). Meanwhile, its registered capital has increased to 422,600 yuan. The company was established in 2023, and its business scope includes the R & D of intelligent robots, the sales of intelligent robots, the manufacturing of industrial robots, and the sales of industrial robots. Public information shows that Galaxy General Robotics focuses on the R & D of embodied multimodal large - model general robots.
Going Public
XGIMI Technology Co., Ltd.
36Kr learned that according to the Hong Kong Stock Exchange, XGIMI Technology Co., Ltd. submitted a listing application to the Hong Kong Stock Exchange, with China International Capital Corporation as the sole sponsor.
Chando Global Holdings Limited
36Kr learned that according to the Hong Kong Stock Exchange, Chando Global Holdings Limited has submitted a listing application to the Hong Kong Stock Exchange. The joint sponsors are Huatai International and UBS Group.
Sony Group
Sony Group: The shares of Sony Financial Group were listed earlier on September 29. (Sina Finance)
Jinghe Integrated Circuit Co., Ltd.
36Kr learned that Jinghe Integrated Circuit Co., Ltd. announced that the company has submitted an application to The Stock Exchange of Hong Kong Limited today for the issuance of overseas listed foreign shares (H shares) and listing on the Main Board of The Stock Exchange of Hong Kong Limited. On the same day, the application documents for this issuance and listing were published on the website of the Hong Kong Stock Exchange. The application documents were prepared and published by the company in accordance with the requirements of the Securities and Futures Commission of Hong Kong and The Stock Exchange of Hong Kong Limited. They are draft versions, and the information contained therein may be updated and revised from time to time.
Linkmotion Technology
36Kr has learned that Linkmotion Technology announced that the company is planning to issue shares overseas (H shares) and list on The Stock Exchange of Hong Kong Limited (hereinafter referred to as the "Hong Kong Stock Exchange") (hereinafter referred to as the "Proposed H Share Issuance and Listing"). As of now, the company is discussing relevant work for the Proposed H Share Issuance and Listing with relevant intermediary institutions, and relevant details have not been finalized. The Proposed H Share Issuance and Listing will not result in a change in the company's controlling shareholder and actual controller.
The Cutting - Edge of AI
Ubtech Signs Another $30 Million Order for Humanoid Robots, with Total Order Value Approaching $430 Million
36Kr learned from Ubtech's official WeChat account that recently, UQI, a smart logistics subsidiary of Ubtech, officially signed a procurement contract with Tianqi Automation Engineering Co., Ltd. (hereinafter referred to as "Tianqi Co., Ltd."). Tianqi Co., Ltd. will purchase Ubtech's industrial humanoid robot Walker S series worth a total of $30 million, and the delivery of this procurement will be completed by December 31, 2025. Including this order, as of now, Ubtech's Walker series of humanoid robots has received contracts worth nearly $430 million (including an order for humanoid robots worth nearly $50 million delivered in the first half of the year, excluding orders for the full - size scientific research and education humanoid robot Tian Gong Xing Zhe).
The global AI competition is entering a new stage, shifting from "model competition" to "computing power competition"
After the stock prices and performance of AI concept stocks soared, the market began to worry about their potential bubble - including potential risks such as over - valued, technological bottlenecks, and capital games. At this time, NVIDIA and OpenAI announced a shocking industry investment plan. The two sides will invest hundreds of billions of dollars to jointly build a 10 - gigawatt - level super AI data center and plan to deploy millions of GPUs to support the training of the next - generation large - language models. This significant move has further ignited the market's expectations for the prospects of AI computing power. Recently, many public fund managers said that the global AI competition is entering a new stage. The competition in AI infrastructure characterized by "ultra - large scale, ultra - high energy consumption, and ultra - high investment" has officially kicked off. From chips to liquid - cooling technology, from computing power clusters to energy support, a global AI computing power industrial chain is being fully activated. Meanwhile, the focus of competition among countries is quietly shifting from "model competition" to the more fundamental and core "computing power competition". (Securities Times)
Large models such as DeepSeek V3.2 and GLM4.6 are about to be released
DeepSeek-V3.2 is about to be released. It is understood that v3.2-base has been uploaded to DeepSeek's official HuggingFace page, and the model files are being uploaded, but they are currently offline. Meanwhile, Zhipu's GLM-4.6 is also about to be released. On the Z.ai official website, GLM-4.5 is marked as the previous-generation flagship model. (Securities Times)
Alibaba Tongyi's 7 models dominate the top 10 global open - source models, and Qianwen Qwen3 - Omni takes the top spot
36Kr learned that on September 28th, HuggingFace, the world's largest AI open - source community, released a new model ranking list. Seven models of Alibaba Tongyi were included in the list of the top 10 global open - source models, and the newly open - sourced full - modality large model Qwen3 - Omni took the top spot.
Investment and Financing
"Zhice Linghang" Completes Angel + Round Strategic Financing
36Kr learned that recently, Zhice Linghang announced the completion of an angel + round strategic financing, led by Xuhui Capital. The funds from this round of financing will be mainly used for artificial intelligence technology R & D, product iteration, and market expansion. As of now, the company's cumulative financing has reached tens of millions of yuan.
"Linghou Robotics" Completes Over 100 Million Yuan Series A Financing
36Kr learned that recently, "Linghou Robotics" announced the successful completion of a Series A financing round exceeding 100 million yuan. This round of financing was jointly led by Jinding Capital, Boyuan Capital, and TCL Venture Capital. Meanwhile, several investment institutions such as Suzhou Venture Capital Group, Dongyun Venture Capital, Caitong Capital, and Ginkgo Valley Capital were introduced. The funds from this round of financing will be mainly used for the R & D of core components in fields such as industrial automation and general - purpose robots, laboratory construction, and capacity expansion.
Cool Products
OPPO to Enter the Handheld Gimbal Camera Market, Competing with DJI
After vivo entered the market for handheld intelligent imaging devices, OPPO has also confirmed the launch of a project in this category. Its products will compete with those of GoPro, DJI and other leading players in the handheld intelligent imaging device market. The product will be developed by the intelligent imaging team under the Find product planning department, and the person in charge is Li Yang, the former GTM of the Find series. In response to this news, OPPO stated that there have been no recent changes in the imaging team. (Jiemian News)
Financial Reports of Large Companies
Yinglian Co., Ltd.: Net profit in the first three quarters is expected to increase by 1531%-1673% year-on-year
36Kr learned that Yinglian Co., Ltd. released its performance forecast for the first three quarters of 2025. The report shows that the net profit attributable to shareholders of the listed company is expected to be between 34.5 million yuan and 37.5 million yuan, representing an increase of 1531.13%-1672.97% compared with the same period last year. During the reporting period, the revenue and profit contribution of the easy-open lid segment of the company's fast-moving consumer goods metal packaging were significant. The increase in market share drove the growth of operating revenue. The company achieved cost reduction and efficiency improvement through product structure adjustment and lean management, resulting in an increase in the comprehensive gross profit margin. At the same time, the recognition of the value-added tax additional deduction profit and loss had a positive impact on profits.
Compiled | Chenxi