36氪_让一部分人先看到未来

The Ministry of Commerce: 28 US entities have been included in the export control and management list. This announcement will be officially implemented as of the date of its release.

Big Companies:

Chery Automobile Applies for Registration of "Zhijie Zhizao" Trademark
36Kr has learned that according to the intellectual property information on Tianyancha, recently, Chery Automobile Co., Ltd. has applied to register a trademark "Zhijie Zhizao" with the international classification of vehicles. Currently, the trademark status is awaiting substantive examination. Publicly available information shows that Zhijie is a brand series jointly launched by Huawei and Chery, and this brand series has launched Zhijie S7, R7, and the modified model of S7. According to media reports, at the 2024 Huawei HarmonyOS Ecology Spring Communication Conference, Yin Tongyue, the chairman of Chery, claimed that Chery has provided the world's most advanced automotive production line for Zhijie S7.

Hive Energy's Thermal Composite Dagger Battery Exceeds 50,000 Sets in a Single Month
36Kr has learned that in 2024, Hive Energy delivered more than 270,000 sets of short-blade batteries throughout the year, among which more than 230,000 sets were thermal composite short-blade batteries, accounting for more than 85%. Especially in December, the shipment of thermal composite short-blade batteries exceeded 50,000 sets. Currently, Hive Energy's thermal composite short-blade battery has been supplying to many mainstream OEMs at home and abroad, including Great Wall Motors, Geely Automobile, Stellantis, etc.

Alibaba Health Technology Hainan Company Increases Its Registered Capital to 2.01 Billion Yuan, with an Increase of 20,000%

36Kr learned that according to Tianyancha App, recently, Alibaba Health Technology (Hainan) Co., Ltd. underwent industrial and commercial changes. Its registered capital increased from 10 million yuan to 2.01 billion yuan, with an increase of 20,000%. Alibaba Health Technology (Hainan) Co., Ltd. was established in January 2020, with Tu Yanwu as the legal representative. Its business scope includes the development of artificial intelligence application software, the development of artificial intelligence theory and algorithm software, information system integration services, information technology consulting services, retail of computer software and hardware and auxiliary equipment, and wholesale of computer software and hardware and auxiliary equipment. It is wholly owned by Hangzhou Precision Health Information Technology Co., Ltd.
CATL, BAIC, and Xiaomi Automobile's Joint Venture Company Changes Its Name to Time BAIC
36Kr learned that according to Tianyancha App, recently, Beijing Time Power Battery Co., Ltd. underwent industrial and commercial changes. Its enterprise name was changed to Time BAIC (Beijing) New Energy Technology Co., Ltd. Its business scope has added technical services, technical development, technical consultation, technical exchange, technical transfer, and technical promotion, battery sales, import and export of goods. At the same time, some key personnel have also changed. The company was established in May 2024, with Meng Xiangfeng as the legal representative and a registered capital of 1 billion yuan. It is jointly held by CATL, BAIC Hailanxin Energy Technology (Beijing) Co., Ltd., Xiaomi Automobile Technology Co., Ltd., and Beijing Jingneng Technology Co., Ltd.

NIO takes the lead in initiating the government subsidy guarantee for 2025, offering a 0 down payment and 3-year interest-free financial benefit

36Kr has learned that on January 1, in response to the State Council's policy of promoting the "trade-in of consumer goods such as automobiles", NIO and LeDaote were the first to launch a limited-time trade-in subsidy guarantee policy. For users who purchase a vehicle and issue an invoice from January 1 to February 28, 2025, if they are unable to apply for the government's trade-in subsidy due to the invoice time of the new vehicle being earlier than the time required by the government's "trade-in" policy in 2025, NIO and LeDao will provide a full subsidy guarantee in the form of points and an equivalent charging subsidy. At the same time, NIO and LeDao also launched a "0 down payment and 3-year 0-interest limited-time financial offer"; to accelerate the "transition from gasoline to electricity" process and contribute to the realization of the "dual carbon" goal.

ByteDance Denies "Cooperating with Nubia to Develop AI Phones": The Information is Untrue and There are No Relevant Plans
Today, some media reported that ByteDance has chosen Nubia to cooperate in the development of AI phones, and the two sides have signed a framework agreement. A specific plan will be presented in Q1 2025, prototype production and testing will be carried out in Q2 2025, and a product launch event may be held from the end of Q3 to October 2025 to launch new products. The phone is priced in the range of 5,000 to 7,000 yuan. When seeking confirmation from ByteDance on this information, the official response stated that the information is untrue and there are no relevant plans. (Sina Technology)
Xiaomi Has Invested in a Fitness Company
36Kr has learned that Tianyancha App shows that Xiaomi Technology Co., Ltd. is a shareholder of Leyuan Network Technology (Shanghai) Co., Ltd., the associated company of "AIDONG SPORT", with a shareholding ratio of about 15%. The latter was established in November 2013, with Song Guanghui as the legal representative and a registered capital of approximately 8.07 million Chinese yuan. Public information shows that "AIDONG SPORT" is a domestic sports technology company that empowers the development of the fitness industry with technological innovation.

Elon Musk's "New Favorite" Tirzepatide by Eli Lilly Launches in China, with Four Specifications

Elon Musk's new weight loss favorite, Tirzepatide, has officially been launched in China. On January 2, 2025, it was learned from Eli Lilly China that the glucose-dependent insulinotropic polypeptide (GIP)/glucagon-like peptide-1 (GLP-1) receptor agonist Tirzepatide (trade name: Mufengda) has officially been launched in China, covering two indications at the same time, including type 2 diabetes and weight loss. Currently, four specifications of Mufengda have been launched in China, including 2.5 mg:0.5ml, 5 mg:0.5ml, 7.5 mg:0.5ml, and 10 mg:0.5ml. (The Paper)

The cumulative sales of Pangdonglai Group in 2024 is approximately 16.964 billion yuan.

36Kr learned that Yu Donglai, the founder of Pangdonglai, announced the sales data of Pangdonglai in 2024 on the Douyin platform on January 1. In 2024, the cumulative sales of Pangdonglai Group (in Xuchang and Xinxiang) is approximately 16.964 billion yuan.

Investment and Financing:

"Mooe Robot" Completes Series B3 Equity Financing
36Kr learned that "Mooe Robot" recently announced the completion of Series B3 equity financing, led by Wutong Investment. Previously, Mooe Robot has received investments from multiple investment institutions such as CSC Financial Co., Ltd., Chentao Capital, BlueRun Ventures, Deppon Express, and Qidian Capital, with a cumulative financing amount of several hundred million yuan. The financing funds of this round will be used by Mooe Robot to expand the overseas market, put into operation a new factory, in order to increase the annual production scale and product quality. Founded in 2016, Mooe Robot is an enterprise focusing on the R & D and application of driverless handling robot technology, mainly serving scenarios such as logistics sorting centers and express delivery hubs.

"Saitaino" Completes Tens of Millions of Pre-A Round Financing
36Kr learned that recently, "Saitaino" announced the successful completion of tens of millions of Pre-A round financing. This round of financing is led by the investment institution Plum Ventures. The funds will be mainly used for the construction of new production lines and the research and development of new products, which will provide support for Saitaino's innovation and technological breakthroughs in the field of food safety testing. Saitaino is committed to intelligent quality control, relying on the deep integration of detection technology and artificial intelligence AI technology, to provide a complete set of solutions for intelligent AI detection terminals for industrialized production.

The First AI Financing in 2025 Lands: Xiaochuang AI Q&A Machine Completes Angel Round Financing

36Kr has learned that Beijing Super Dad Education Technology Co., Ltd. announced the completion of the angel round financing, becoming the first AI hardware project in China to receive investment in 2025. It is introduced that the company's global first AI Q&A machine "Xiaochuang" has sold nearly 10,000 units in one quarter after its launch, and the company continues to maintain a profitable state. The Xiaochuang AI Q&A machine is a children's AI hardware with voice interaction and screenless design as its core features.

New Products:

REDMI Turbo 4 Officially Released, Starting from 1999 Yuan
On January 2, REDMI held a new product launch event and officially launched REDMI Turbo 4, starting from 1999 Yuan. It is now on full sale. According to the introduction, Turbo 4 is the world's first to launch Dimensity 8400-Ultra, equipped with the largest-capacity Xiaomi Jinsha River Battery so far, achieving a 6550 ultra-large battery capacity. It also upgrades the dual-boost cold-resistant chip, ensuring the working stability of the entire machine under low temperature and low pressure.

Today's Opinion:

CICC: Banking Industry Expected to Operate Stably in 2025
36Kr learned that the research report of CICC pointed out that it is expected that the banking industry will operate stably in 2025, and the pressure on net interest margin is expected to decrease (narrowing by about 10 - 15 basis points throughout the year). The debt disposal work is helpful for the repair of the balance sheet (the net non-performing generation rate is stable), and the growth of bank revenue and profit continues to show stability. Looking forward, the monetary policy is moderately loose. It is expected that the symmetrical interest rate cut will be 40 - 60 basis points, and there is also a space of 100 basis points for the reserve requirement ratio reduction. 1) The high dividend strategy is still the main logic for trading bank stocks in 2025. Pay attention to the level and certainty of the dividend yield. 2) Pay attention to the targets in regions with stable economy or with marginal improvement expectations. 3) The performance of H shares is expected to be better than that of A shares, mainly due to the attractiveness of the dividend yield to allocation funds. 4) The effect of incremental policies appears. Pay attention to banks with a higher proportion of market-oriented capital demand.

Other News Worth Noticing:

The National Development and Reform Commission: As of 24:00 on January 2, 2025, the prices of domestic gasoline and diesel (standard products) have increased by 70 yuan per ton.
36Kr has learned that according to the National Development and Reform Commission, in accordance with the recent changes in international market oil prices and the current mechanism for forming refined oil prices, as of 24:00 on January 2, 2025, the prices of domestic gasoline and diesel have increased by 70 yuan per ton.

UK house prices rose for the fourth consecutive month in December, approaching a record high
Data released by the Nationwide Building Society on Thursday showed that at the end of last year, UK house prices climbed to a level close to a record high, indicating that the resilient real estate market has accumulated more momentum. The institution said that house prices rose by 0.7% month-on-month in December, averaging £269,426 (approximately $337,500), slightly lower than the historical high of £273,751 set in the summer of 2022. (Sina Finance)

The Ministry of Commerce: 28 US entities have been included in the export control and management list, and this announcement will be officially implemented as of the date of its release.
36Kr has learned that, according to the official website of the Ministry of Commerce, in accordance with the relevant provisions of laws and regulations such as the Export Control Law of the People's Republic of China and the Regulations of the People's Republic of China on the Export Control of Dual-Use Items, in order to safeguard national security and interests and fulfill international obligations such as non-proliferation, it is decided to include 28 US entities such as General Dynamics Corporation in the export control and management list (see the attachment), and the following measures will be taken: First, the export of dual-use items to the above-mentioned 28 US entities is prohibited; relevant export activities that are underway should be immediately stopped. Second, in special circumstances where export is indeed necessary, the exporter should apply to the Ministry of Commerce. This announcement will be officially implemented as of the date of its release.

The domestically produced C909 aircraft completed the verification flight of the domestic braking system in Chongqing
In the early morning of January 1, 2025, the domestically produced C909 aircraft of Huaxia Airlines landed smoothly at Wanzhou Wuqiao Airport in Wanzhou District, Chongqing, marking the successful completion of the verification flight test of the domestic braking system of this aircraft model. The success of this flight test lays the foundation for further improving the technical level and market competitiveness of domestic aircraft. (Xinhua News Agency)

More than 10 provinces and municipalities announce the continuation of the trade-in subsidy policy in 2025 to stabilize the confidence in household appliance consumption
As of January 2, 2025, several provinces (municipalities directly under the Central Government) in China have announced the continuation of the trade-in subsidy policy in 2025 to continue to stabilize the consumer confidence in the domestic household appliance market. Wu Xianjian, executive deputy secretary-general of the China Household Electrical Appliances Business Association, said that according to the relevant announcements of the local business departments from December 30, 2024 to January 2, 2025, 10 provinces (municipalities directly under the Central Government) including Hebei, Hunan, Jiangsu, Guizhou, Shanghai, Guangdong, Xinjiang, Hainan, Guangxi, Sichuan, and Xi'an and Weinan in Shaanxi have announced the continuation of the trade-in policy in 2025, and the specific implementation rules in many places are yet to be announced. (China Business News)

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