Krypton Evening News | Oriental Select discloses detailed sales data of its self-operated products for the first time; Tesla Beijing: The test drive volume of Model 3 increased by 60% week-on-week; China's first national-level offshore wind power research and test & inspection drive chain platform base is put into operation.
Big Companies:
36Kr learned that Tianyancha App shows that recently, Yuanli Juhe (Chongqing) Information Technology Co., Ltd. has undergone industrial and commercial changes. Shanghai Yunya Enterprise Management Consulting Co., Ltd. under Ant Group, Hangzhou Haoyue Enterprise Management Co., Ltd. under Taobao, Shenzhen Jianwei Investment Partnership (Limited Partnership), etc. have been added as shareholders. At the same time, the registered capital has increased from about 117,000 yuan to about 339,000 yuan, an increase of about 191%. In addition, several senior management personnel have been added. Public information shows that Yuanli Juhe is a technology company focused on information system integration services.
Baidu Baike launches the Starry Sky Project
36Kr learned that Baidu Baike, in conjunction with the China Association for Science and Technology and the University of Chinese Academy of Sciences, held the 2024 Historical Records · 100 Words of Scientific Encyclopedia Conference and the launch ceremony of the "Starry Sky Project". The "Starry Sky Project" aims to empower Baidu Baike with AI technologies such as digital humans and intelligent agents, as well as the traffic of Baidu Search. It is expected to cover more than 100,000 authoritative experts and more than 1 million knowledge contents. The conference also released the 100 most concerned scientific keywords in 2024. Popular keywords such as digital humans, intelligent agents, geomagnetic storms, fire clouds, MBTI, and PUA were selected.
Oriental Select discloses self-operated product sales data in detail for the first time
36Kr learned that on the occasion of its third anniversary, Oriental Select announced the "Top 10 Self-operated Best-selling Products of Oriental Select" list. This is also the first time that Oriental Select has disclosed the sales data of its self-operated products in detail. The list shows that the cumulative sales of Oriental Select's self-operated sausages, eggs, milk, toast, jelly oranges, chicken breasts, green shrimp, pasta, pizza, and blueberry anthocyanin lutein ester soft candies rank in the top ten. In June 2024, Oriental Select announced that from December 2023 to May 2024, the GMV of self-operated products in half a year exceeded 3.6 billion yuan, with a year-on-year growth of 108%. Currently, more than 400 self-operated products have been launched.
36Kr learned that the Xiaomi "Vehicle-Person-Home Full Ecology" Partner Conference was held in Beijing. Lu Weibing, partner and president of Xiaomi Group, shared that Xiaomi's global monthly active users have exceeded 686 million, and the daily usage of Xiaomi Pengpai OS's interconnection capability has exceeded 40 million times. The number of devices connected to Xiaomi IoT has reached 860 million. It is reported that Xiaomi IoT platform currently has more than 200 categories open to the entire industry, and the number of partners has exceeded 10,000. With the addition of Xiaomi SU7, Xiaomi has officially completed the "Vehicle-Person-Home Full Ecology" closed loop. Currently, Xiaomi has fully open-sourced Vela.
Zhang Ning, vice president of Pony.ai and head of the Robotaxi business, said at a media communication meeting that the current round of reshuffle in the L4 autonomous driving industry has temporarily come to an end. "Enterprises that are still in the game next year have replenished their ammunition. Everyone has a cash flow of 3-5 years. What needs to be compared in the future is whether it can achieve 'from hundreds to thousands, and from thousands to tens of thousands'." In Pony.ai's plan, in 2025, the company's autonomous driving fleet size will exceed 1,000, while achieving a break-even in the operating profit and loss of a single vehicle (that is, the gross profit turns positive), and begin to move towards the large-scale commercialization of Robotaxi. By the end of 2026, the fleet size will further expand to 2,000 - 3,000. In the next 3 - 5 years, it is the process from thousands to tens of thousands.
Tesla Beijing: The test drive volume of Model 3 has increased by 60% week-on-week
36Kr exclusively learned from Tesla that the test drive volume of Model 3 in the Beijing region has increased by nearly 60% week-on-week since this week. According to statistics, driven by policies such as replacement subsidies, 5-year 0-interest, and free car paint, Beijing users can save up to 70,000 yuan when purchasing a car.
Taiwan Semiconductor Manufacturing Company's Kumamoto factory starts mass production
Kumamoto Prefecture Governor Kimura Kei revealed at a regular press conference on December 27 that TSMC's first factory in Kumamoto Prefecture has started mass production.
36Kr learned from Cainiao that since the Christmas season, the shipment volume of Cainiao overseas warehouses has increased by more than 60% year-on-year, and the shipment volume of categories such as 3D printers has increased by more than twice year-on-year. To help cross-border sellers ship smoothly, the sixth overseas warehouse in the western United States of Cainiao has been officially put into use in Los Angeles, which can provide cross-border sellers and overseas brands with B2C warehouse distribution, B2B warehouse distribution, and one-stop/customized cross-border supply chain solutions and other services.
At the 2024 Meituan Robotics Research Institute Academic Annual Conference, Mao Yinian, vice president of Meituan and chairman of the Meituan Robotics Research Institute, said that recently, Meituan's drone business department obtained the first drone delivery license overseas for the first time in Dubai, marking that Meituan's drones are truly moving towards global operations. He said that Meituan's drones have opened 53 routes and completed more than 400,000 orders, playing a role in scenarios such as instant retail and medical delivery.
New Products:
Keling AI launches the Ketu 1.5 model, adding the AI model function
36Kr learned that Keling AI globally released the Ketu 1.5 image model. At the same time, the AI model function is added, supporting one-click generation of AI models. Combined with the capabilities of AI costume changing and image-to-video, it can provide a full-process solution for the display of clothing and other commodities. In addition, the Keling 1.5 model also brings a new tail frame generation capability and enhanced lip-syncing function, etc.
It is reported that Hyundai Motor is about to start the production of all-solid-state batteries and plans to put them into the electric vehicle market. Industry sources said that Hyundai Motor's all-solid-state battery demonstration production line has been basically completed, with only the logistics automation part remaining. The company aims to start testing electric vehicles with all-solid-state batteries in 2025 and begin mass production before 2030.
Investment and Financing:
"Enli Dynamics" completes a B-round financing of several hundred million yuan
36Kr learned that recently, the solid-state battery solution provider "Enli Dynamics" completed a B-round financing of several hundred million yuan, jointly led by Qingda Strait and Jinshi Investment, and followed by the funds of Daxing Investment, an old shareholder. This round of funds will be used for solid-state battery research and development, market expansion, and capacity building.
"Haidiliz" obtains a ten-million-level A-round financing
36Kr learned that "Haidiliz" obtained a ten-million-level A-round financing. This round is led by Beishang Capital and followed by Xingye Hengsheng Capital. It is introduced that Haidiliz continuously expands application scenarios around the "hydrogen, electricity, and heat" trinity. In 2024, on the basis of the successful implementation of multiple projects such as high-temperature membrane fuel cell technology for combined heat and power and range-extended forklifts, projects such as the power supply for Beijing mobile base stations, the zero-carbon park combined heat and power in Daxing International Hydrogen Energy Demonstration Zone, and the power supply for Baiyangdian ships have been successfully implemented.
Today's Views:
In response to the rumor that "Lincoln will be merged into Ford China", Lincoln China responded today that starting from next year (2025), Lincoln's financial settlement system will be merged into Ford China to simplify and integrate the complex internal financial system to achieve more efficient internal operations. "All businesses of Lincoln China remain unchanged. It will continue to operate independently in the Chinese market as a wholly foreign-owned enterprise of the Ford Group."
Other News Worth Noting:
On December 26, China's first national-level offshore wind power research and test and detection base transmission chain platform was put into operation in Fuqing, Fujian. This platform has an international advanced technical level and a relatively comprehensive testing capability, and can carry out full-condition simulation tests of 25 MW wind turbine units.
36Kr learned that the National Healthcare Security Administration announced on December 26 that the number of national users of the Medical Insurance Code has exceeded 1.2 billion in its fifth anniversary, covering 31 provinces (autonomous regions, municipalities) and the Xinjiang Production and Construction Corps, and connecting to 930,000 designated medical and pharmaceutical institutions. As an excellent partner of the National Healthcare Security Administration, Tencent, with the advantages of Internet technology and social platforms, accelerates the promotion of the Medical Insurance Code, making it more convenient for insured people to activate and use. Through WeChat, the Medical Insurance Code has served 600 million users cumulatively, and more than 150 million insured people use the Medical Insurance Code through WeChat every month; nearly 15 million insured people have activated the Medical Insurance Family Account through WeChat.