8:01 AM | The number of Mango TV members has increased by nearly 6 million compared to the end of last year; Kuaishou E-commerce announced the abolition of the rule of refund without return; The National Healthcare Security Administration has added 91 new drugs.
The membership size of Mango TV has increased by nearly 6 million compared to the end of last year.
On November 27, Gong Zhengwen, the chairman of Hunan Broadcasting System, disclosed that since 2024, the large screens of Hunan Satellite TV have ranked first among provincial satellite TV channels in both CVB and CSM. In the CVB data, in the 326 days up to November 21, Hunan Satellite TV has achieved the first place for 321 whole days. The Mango TV Ascension Plan has achieved remarkable results, with the membership size exceeding 71.71 million, an increase of nearly 6 million compared to the end of last year. Behind this, the popularity of "Goodbye My Lover 4" should be a driving force. Data shows that on November 21, "Goodbye My Lover 4" ranked first in the variety show dominance list, and also ranked first in public opinion heat, with a significant gap from the second place. Users on Xiaohongshu define this program as "the once-a-week Spring Festival Gala of the divorce world". Mailin is the wife of singer Li Xingliang. After participating in "Goodbye My Lover 4", she has become the absolute protagonist with various "unexpected" actions. (21st Century Business Herald)
Kuaishou E-commerce Announces the Abolition of the "Refund without Return Rule"
Kuaishou E-commerce recently issued an announcement stating that due to business content adjustments and after comprehensive consideration and decision-making by the platform, the "Refund without Return Service" is abolished, and a better service product will be launched in the future. For merchants who have activated the "Refund without Return Service", the Kuaishou E-commerce platform will terminate the provision of this service to merchants on December 2. Merchants can voluntarily terminate the contract before December 2. For merchants who have not terminated the contract by the due date, the platform will automatically terminate the contract. For existing orders, the system will still be executed according to the original configuration content. (Jiemian News)
The National Healthcare Security Administration: 38 of the 91 newly added drugs are "globally new" innovative drugs
On the morning of the 28th, the National Healthcare Security Administration held a press conference to introduce the adjustment of the national medical insurance drug list in 2024 and announced that the total number of drugs in the new drug list has increased to 3,159. The relevant person in charge of the National Healthcare Security Administration introduced that a total of 91 new drugs have been added in this adjustment, including 26 oncology drugs (including 4 for rare diseases), 15 drugs for chronic diseases such as diabetes (including 2 for rare diseases), 13 drugs for rare diseases, 7 anti-infective drugs, 11 traditional Chinese patent medicines, 4 psychotropic drugs, and 21 drugs in other fields. Considering the factors of negotiated price reduction and medical insurance reimbursement, it is expected to reduce the burden on patients by more than 50 billion yuan in 2025. Among the 91 newly added drugs, 38 are "globally new" innovative drugs, and both the proportion and the absolute number have reached a record high over the years. During the negotiation stage, the negotiation success rate of innovative drugs exceeded 90%, which is 16 percentage points higher than the overall success rate. (CCTV News)
Elon Musk Announces Entry into Gaming Industry, to Establish Game Studio
As the richest person in the world, Elon Musk is also a seasoned gamer and often posts game-related content on Twitter.
Recently, Elon Musk posted that too many game studios have been acquired by big companies. His company xAI will establish an AI game studio to make games great again. Elon Musk also said, "Can't those developers make good games? Skip the woke preaching." These words indicate his great dissatisfaction with the current situation of the gaming industry and his hope to promote the development of the gaming industry through innovative methods with his technical background. It is reported that previously, Elon Musk criticized the introduction of DEI elements in "Assassin's Creed: Mirage", claiming that it would kill the game. Additionally, he opposed the inclusion of gender pronouns in "Avowed" and had a conflict with the art director of the game, Matt Hansen, who called Elon Musk a pervert. (Fast Technology)
Will Samsung Initiate Mass Layoffs? Insiders: Many Employees' Salaries Reduced
On the morning of November 28, recent media reports suggest that Samsung Electronics will undergo a large-scale personnel adjustment to improve its sluggish performance. As of the time of publication, the company has not responded. However, an insider disclosed to Sina Technology that "Many employees' salaries have been reduced, and the performance of some department staff has decreased by 20%." (Sina Technology)
Pangdonglai Helps Yonghui's Fourth Store Resume Business, and the First Adjusted Store Enters Xinzheng, Zhengzhou
36Kr learned that on November 29, Yonghui Supermarket in Longhu Jinyicheng Shopping Center, located on the B1 floor at No. 152 Shuanghu Avenue, Longhu Town, opened its doors. This is the fourth store that Pangdonglai has assisted Yonghui Supermarket in adjusting and renovating, and it is also the first adjusted store in Xinzheng, Zhengzhou. It is understood that in terms of commodities in the Yonghui Supermarket store in Longhu Jinyicheng, Zhengzhou, which is assisted and adjusted by Pangdonglai, 8,243 items have been removed from the shelves, accounting for 57%, and 13,936 new items have been added, accounting for 68%. The adjusted commodity structure reaches 90% of Pangdonglai's commodity structure, and 76 Pangdonglai DL commodities have been introduced.
How Does BYD's Request for Suppliers to Cut Prices Affect? Responses from Multiple Listed Companies in the Industrial Chain
On November 27, the news that BYD requested suppliers to lower prices spread, causing market controversy. In response to the rumor that BYD requested suppliers to reduce prices by 10%, a relevant person from Wanshun New Materials said that they have not received a price reduction notice from BYD. Regarding the impact of BYD's request for price reduction, both Changzhou Danson Technology Co., Ltd. and Cesoil Equipment Co., Ltd. said that the proportion of their cooperation with BYD in recent years has decreased, and the impact is not significant. Regarding the downward price trend in the automotive industrial chain in recent years, a relevant person from Cesoil Equipment Co., Ltd. said that it is now a structural or phased problem of production capacity, and the entire industry is in a situation of increasing volume but not increasing revenue. As for whether CATL also requires suppliers to lower prices? The aforementioned person from Wanshun New Materials said that they do not know specifically, but the processing fees have indeed decreased in the past one or two years. (21st Century Business Herald)
Cainiao Express is integrated into Oriental Select, providing next-day delivery and doorstep delivery services
36Kr has learned that recently, the self-operated cold chain warehouse of Oriental Select in East China has been integrated into Cainiao Express. Cainiao Express undertakes the delivery of orders from the entire platform and multiple categories, including the Douyin live-streaming room of Oriental Select and the Oriental Select APP, providing next-day delivery and doorstep delivery services for consumers in East China. Public information shows that after the integration of Cainiao Express, the number of logistics partners of Oriental Select has increased from the previous two, SF Express and JD Logistics, to three.
Letv: The GMV of Annual Authorized Merchandise and Services of "Empresses in the Palace" Reaches Hundreds of Millions of Yuan
36Kr has learned that on November 28, 2024, the "LE Together, Create WE Future" 2024 Letv Digital Marketing Partner Conference was held in Shanghai. Letv stated that the IP "Empresses in the Palace" has currently collaborated with dozens of well-known brands at home and abroad for cross-border co-branded products, involving many industries and fields such as games, tea and food beverages, beauty and skin care, clothing, trendy toys, gold and jewelry, digital home appliances, pet supplies, etc. Through the strong alliance for marketing and breaking the circle, the GMV of the annual authorized merchandise and services of "Empresses in the Palace" has reached hundreds of millions of yuan.
US Antitrust Regulator Reportedly Launches Extensive Investigation into Microsoft
According to Reuters, sources familiar with the matter disclosed on November 27 local time that the US Federal Trade Commission (FTC) has launched an extensive antitrust investigation into Microsoft, including investigations into its software licensing and cloud computing businesses. According to sources who confirmed earlier this month, the US Federal Trade Commission is investigating allegations that Microsoft may be abusing its market dominance in the productivity software sector. Sources said on the 27th that the US Federal Trade Commission is also investigating practices related to cybersecurity and artificial intelligence products. (Jiemian News)
CITIC Construction Investment: The supply of the film and television industry is expected to recover strongly in 2025, and optimistic about the empowerment of AI video technology
36Kr learned that CITIC Construction Investment pointed out that the supply of the film and television industry fluctuated in 2024, resulting in a mediocre performance of the market. However, in 2025, the supply of both domestic and imported films is expected to recover strongly. In terms of domestic films, the Spring Festival slot in 2025 is expected to be the most concentrated schedule for historical top films. We are looking forward to key films such as "Detective Chinatown 1900", "Jiaolong Operation", and "The Legend of the Condor Heroes". There are many types and a large number of domestic films throughout the year. We are looking forward to "Ne Zha 2", "Kashmir Princess", and "Jiangyuanlong". In terms of imported films, "Captain America", "Mission: Impossible 8", and "Avatar 3" have been scheduled in North America. We are optimistic about the recovery of the demand for watching movies next year. In terms of AI videos, the usability of AI tools such as Sora, Pika, Keling, and Conch has improved, and we are optimistic about the empowerment of AI in the production of film and television content.
Study Says UK's Corporate Tax Hike May Lead to 130,000 Job Losses
An analysis shows that UK Chancellor of the Exchequer Rachel Reeves plans to increase corporate taxes by £26 billion (about $33 billion). If business owners choose to shift the burden by reducing employment, it could lead to the loss of up to 130,000 jobs. The study, released on the 28th, found that if businesses mainly respond to the increase in employer national insurance contributions by reducing working hours, the unemployment rate may rise by 0.4 percentage points. If they instead raise prices to protect profit margins, the inflation rate in the UK will jump by an additional 0.9 percentage points one year after the tax hike takes effect in April. (Sina Finance)
Tesla Shortens Payment Cycle for Supply Chain Companies to 90 Days
36Kr has learned that on November 28, Tao Lin, Vice President of Tesla's External Affairs, posted to confirm that in 2024, the company's payment cycle for supply chain companies has been further shortened compared to last year, and now it only takes about 90 days. At the same time, it was revealed that more than 95% of the components of the Shanghai Gigafactory come from local suppliers in China.
The Chinese team of the Asian Electronic Sports Games won the bronze medal in the MLBB Women's Tournament, and the first medal for Chinese women in esports was born.
36Kr learned that on November 27, 2024, the MLBB Women's Tournament of the Asian Electronic Sports Games concluded successfully at the Hua Mark Indoor Stadium in Bangkok, Thailand. The Chinese team, along with other teams from 20 countries and regions, after three days of intense competition, successfully won the bronze medal in this event. It is understood that this is the first time that China has won a medal in the women's event of an intercontinental esports tournament.
The Investigation of the European Commission Comes to an End: Amazon, Fiat, and Starbucks Did Not Receive Illegal Tax Benefits
The European Commission announced on Thursday that it has completed the state aid investigation into the tax rulings granted by Luxembourg to Amazon and Fiat, and by the Netherlands to Starbucks, and confirmed that these companies did not receive selective tax benefits that violate the EU state aid rules. Previously, the European Commission had pointed out in 2015 and 2017 that the tax benefits provided by Luxembourg to Fiat and Amazon, and by the Netherlands to Starbucks, violated the EU state aid rules, but these decisions were subsequently overturned by the EU Court of Justice. (Zhitong Finance)
CITIC Securities: Optimistically predicts that the IP derivative market size is expected to exceed 500 billion yuan, focusing on the content and commodity dual tracks
36Kr learned that CITIC Securities pointed out that according to the calculation of the domestic pan-two-dimensional field, in the long-term dimension, based on optimistic conditions, it is expected to qiaodong more than 500 billion IP derivative consumption. It is reasonable to believe that young consumers will have a high premium payment ability for personalization and value recognition. Under the major industrial trend of the vigorous development of IP derivative consumption, it is bound to give birth to high-quality companies with content ecology and brand power. At the level of investment targets, the core focuses on the content and commodity dual tracks. On the content side: It is optimistic about companies with mature IP operation capabilities that take IPs such as online literature as the main axis and create derivative consumption in the fields of film and television, animation, and peripherals. On the commodity side: It is recommended that enterprises with rich reserves at the IP end and developing into IP full-chain operators be recommended. It is suggested to pay attention to companies that are transforming into global IP design retailers, companies that are laying out Pokémon and sports star cards in China, domestic trading card leaders with a complete industrial chain layout, and related enterprises in the viscose filament industry that benefit from the Hanfu craze and the improvement of the economic climate.
The National Radio and Television Administration issues the "Technical Requirements for Digital Virtual Humans," emphasizing that individuals should be separately informed when processing human voices and faces.
On November 28, the official website of the National Radio and Television Administration issued a notice, approving the "Technical Requirements for Digital Virtual Humans." This document is a recommended industry standard, with the standard number GY / T 411 - 2024, and it comes into effect from the date of its release. It is worth noting that the "Technical Requirements for Digital Virtual Humans" emphasizes the issue of personal information security in a separate chapter, particularly requiring that when editing biometric information such as real human faces and voices, the individuals being edited should be informed and their separate consent should be obtained. (21st Century Business Herald)
Source: OPEC+ is discussing delaying the oil production increase plan for the first quarter of 2025
OPEC+ sources said on Thursday that OPEC+ is discussing delaying the oil production increase plan for the first quarter of 2025, and after postponing the policy meeting to December 5, further negotiations on this issue and other options are being conducted. One of the issues to be resolved is the United Arab Emirates' plan to increase oil production in January 2025. (Yicai)
Aliexpress: By the beginning of November this year, the sales of Changshu clothing enterprises on Aliexpress have exceeded 300 million yuan.
36Kr has learned that in the Alibaba Global Aliexpress (Changshu) Cross-border E-commerce Industrial Park, the goods to be delivered for this year's Double 11 and Black Friday promotions have filled an entire street. It is understood that by the beginning of November this year, the sales of Changshu clothing enterprises on Aliexpress have exceeded 300 million yuan. Before this year's Double 11, Aliexpress held investment promotion meetings in multiple cross-border factory gathering places across the country, and clarified the "dual-track drive" model, that is, merchants can choose self-operation (POP model) or full trusteeship model according to the characteristics of the category to reduce the operational threshold for merchants. At the same time, before Double 11, Aliexpress also carried out a series of optimization and adjustments to the after-sales policy.
Apple in Talks with Real Madrid for "Immersive Vision Pro Live Broadcast"
Apple is currently making more attempts to "break the circle" - According to the latest reports, Apple is in discussions with football giant Real Madrid for cooperation. Through some renovations to the stadium, Apple aims to launch the Vision Pro "watching the game live" service. (Cailian Press)
Citibank Establishes a Business Management Company in Beijing with 100 Million Yuan
36Kr has learned that the Tianyancha App shows that recently, Huaqi Enterprise Management (Beijing) Co., Ltd. was established. The legal representative is Wu Xuefeng, with a registered capital of 100 million Chinese yuan. The business scope includes enterprise management, hotel management, catering management, park management services, commercial complex management services, conference and exhibition services. Shareholder information shows that the company is wholly owned by Huaqi Holdings (Beijing) Co., Ltd., a subsidiary of Citibank. Since November, Citibank has established several new companies in Beijing, including Huaqi Industry Management (Beijing) Co., Ltd., Huaqi International Energy (Beijing) Co., Ltd., and Huaqi Commerce (Beijing) Co., Ltd.
The Industrial Landing Application Accelerates, and the Low-altitude Economy Empowers the "Last Mile"
Recently, the first low-altitude economy public infrastructure micro-service station in the country was launched in Shenzhen, integrating multiple services such as logistics distribution, urban patrol, fire emergency, and emergency rescue. In several parks in Shenzhen, Meituan drones shuttle rapidly, achieving precise and efficient delivery of takeout. Zhuhai has set up 14 routes, covering emergency material distribution, island leisure fishing, travel and sightseeing, etc. With the gradual improvement of industrial landing and supporting policies, the low-altitude economy is entering the "last mile" of people's lives. Industry insiders believe that China has ushered in an opportunity period for the low-altitude economy. In the future, the low-altitude economy industry is expected to drive investment in the upstream and downstream of the industrial chain and promote economic growth through cross-border integration. (China Securities Journal)
Tencent Successfully Implemented the First "Wind Power + Photovoltaic + Energy Storage" Integrated Data Center Microgrid Project in China
36Kr learned that on November 28, Tencent successfully implemented the first integrated wind power, photovoltaic, and energy storage data center microgrid project in China. This is also the latest move in Tencent Data Center's "dual carbon" process. Currently, in Tencent's self-built data centers, green electricity already accounts for 71% of the annual electricity consumption. It is understood that the project is located in Huailai, Hebei, with a total installed capacity of 10.99 megawatts and an annual power generation of 14 million kilowatt-hours, equivalent to the annual electricity consumption of 5,000 households. Through this microgrid, Tencent's Huailai Dongyuan Data Center can reduce nearly 8,000 tons of carbon emissions and save more than 3.5 million yuan in electricity bills per year.
Lenovo Baiying Intelligence Officially Launched, Three AI Applications Accelerate SMEs' Revenue Growth, Efficiency Enhancement, and Cost Reduction
On November 28th, at the 36Kr WISE 2024 Business King Conference, Lenovo announced that the Baiying One-stop SME IT Service Platform has been comprehensively upgraded to the industry's first IT service intelligence. Based on five technical capabilities, it has taken the lead in launching three AI applications: AI Marketing, AI Office, and AI Service, to comprehensively assist SMEs in revenue growth, efficiency enhancement, and cost reduction in the AI era. It is understood that the predecessor of the Lenovo Baiying Intelligence - the Baiying One-stop IT Service Platform - was born three years ago and has served more than 400,000 SMEs so far. Currently, the Lenovo Baiying Intelligence has started a six-month public beta. (Jiemian News)
Microsoft Denies Using User Data to Train AI Models
On November 27 local time, Microsoft denied the claim that it uses customer data from Microsoft 365 applications including Word and Excel to train AI models. Previously, some users pointed out on social media that Microsoft requires users to opt out of the "Connected Experience" feature, and they believe that this feature is used to train AI models. A Microsoft spokesperson said these claims are untrue, and Microsoft does not use customer data from Microsoft 365 consumer and business applications to train basic large language models. (Jiemian News)
Is Kimi internally testing the AI video generation function? Insiders: It's in gray-scale testing, and users can generate 100 seconds of video for free every day
It is reported that Kimi is currently internally testing the AI video generation function "Kimi Creation Space", which can create personalized music videos for users through 12 preset style templates and custom creation functions. An insider revealed that the function is currently in the gray-scale testing stage and will be displayed in the display area at the bottom of the Kimi official website homepage in the future. It is introduced that after the launch, users can generate 100 seconds of video for free every day, and at the same time, it supports adding personalized music and detailed scene descriptions. (Sina Technology)
Alibaba Cloud Tongyi Open Source Inference Large Model QwQ, with Inference Level Comparable to OpenAI o1
36Kr has learned that on November 28, the Alibaba Cloud Tongyi team released a new AI inference model, QwQ-32B-Preview, and simultaneously made it open source. Evaluation data shows that the preview version of QwQ has demonstrated a graduate-level scientific reasoning ability, with particularly outstanding performance in mathematics and programming, and its overall inference level is comparable to OpenAI o1. QwQ (Qwen with Questions) is an experimental research model newly launched by the Tongyi Qianwen Qwen large model and is also Alibaba Cloud's first open source AI inference model. The Alibaba Cloud Tongyi Qianwen team found that when the model has enough time to think, question, and reflect, its understanding of mathematics and programming will deepen. Based on this, QwQ has made a breakthrough in solving complex problems.
Competing with OpenAI, Musk's xAI is said to launch an independent application next month
According to the news, xAI is about to launch a chatbot application similar to OpenAI's ChatGPT, and it may be available as soon as next month. This is also regarded as a new signal that xAI is directly competing with OpenAI. xAI has raised at least $11 billion and is valued at over $50 billion, becoming one of the leading AI upstarts in Silicon Valley. Musk promises that the company will fulfill the mission of helping to accelerate human scientific discoveries, and the industry estimates that the company's annual revenue is expected to exceed $100 million this year. (Cailian Press)
Orion Star releases Orion-MoE 8×7B large model
36Kr learned that on November 27, Orion Star and Juyun Technology held a press conference in Beijing. Orion Star officially released the self-developed Orion-MoE 8×7B large model and, in collaboration with Juyun Technology, launched a data service based on this large model - AI Data Treasure AirDS (AI-Ready Data Service). According to the introduction, Orion-MoE 8×7B is an open-source hybrid architecture expert large model independently developed by Orion Star, with 8×7 billion parameters. It adopts a generative hybrid expert design and covers multiple languages such as Chinese, English, Japanese, and Korean.
"AnlinkBio" Completes $42 Million Series A Financing
36Kr learned that according to the official WeChat account of Gaorong Capital, "AnlinkBio" announced the completion of a $42 million Series A financing. This round of financing is led by BlueRun Ventures, with participation from Biospring Ventures, Legend Capital, C&D Emerging Investment, and additional investment from existing shareholders Gaorong Capital and M31 Capital. This round of financing will help accelerate AnlinkBio's global layout, including advancing the Phase I clinical studies of its core pipelines ALK201 and ALK202 in Australia, the United States, and China, actively expanding the R&D pipelines in the fields of oncology and immunology, and continuously optimizing its self-developed bispecific antibody and ADC technology platform.
Fuller Technology Completes 300 Million Yuan Financing
Recently, Shanghai Fuller Technology has completed a financing of more than 300 million yuan, led by Matrix Partners China, with Gaocheng Capital and Hillhouse Capital as co-investors. Fuller Technology focuses on the logistics and supply chain software field, and its core product FLUX WMS ranks first in the market share in China. Fuller Technology was founded in 2003, and the SCE software it provides is applied in the pharmaceutical, fast-moving consumer goods, e-commerce, automotive and other industries. (Investment Community)
Gudong Technology Launches Two "AI + AR" Glasses
36Kr has learned that Gudong Technology has launched two "AI + AR" glasses: the full-color binocular waveguide split-type AI + AR glasses Star1, and the new all-in-one AI glasses Star1S. It is understood that Star1S is an AR all-in-one machine, using a full-color binocular array optical waveguide, with a 16-megapixel camera, and equipped with its self-developed multimodal AI system. Star1S can not only achieve all-weather long battery life in indoor and outdoor environments, but also the full-color binocular optical waveguide technology enables Star1S to adapt to various scenarios. Cui Haitao, the founder of Gudong Technology, revealed that since the new product launch, the company has received offers from well-known domestic hardware manufacturers including Huawei and OPPO. The products are expected to be officially completed and ready for sale by the end of December.
The REDM K80 Series Officially Launched
36Kr learned that on November 27, the REDM K80 series was officially released. It is understood that the entire K80 series is equipped with Xiaomi Xingchen Communication and supports IP68/IP69 dustproof and waterproof. At the same press conference, REDMI also released new AIoT products such as REDMI Watch 5 and REDMI Buds 6 Pro.
"Ke Big Events" Short Video Column, Vivid Interpretation of Major Events in the Business World. Can the hit variety show that starts strong and goes crazy make Mango TV earn a lot of money?