36氪_让一部分人先看到未来

The decrease in the total GMV is relatively within a controllable range.

TOP3 Big News

Oriental Select suffered a loss of nearly 100 million yuan in 6 months, and started laying off employees two months ago. Yu Minhong responds

On January 21, Oriental Select released its interim results for the six months ended November 30, 2024, at the Hong Kong Stock Exchange. During the reporting period, the company's net loss from continuing operations was 96.503 million yuan, while the net profit in the same period last year was 16.0699 million yuan. The GMV (Gross Merchandise Volume) was 4.8 billion yuan, a 16.2% decrease compared to 5.7 billion yuan in the same period in 2023.

Yu Minhong talked about the decline in Oriental Select's GMV at the 2025 Oriental Select shareholders' teleconference. He said, "From June to October last year, the company experienced some changes. But as you can see, the decline in our total GMV is relatively within a controllable range." Regarding the layoff issue of Oriental Select, Yu Minhong said, "In internal management, we further streamline the processes, further improve efficiency, and further pursue excellence." (Jiupai News)

TikTok Group will build a Sino-foreign joint venture tertiary hospital with 800 beds in Chaoyang District, Beijing.

IT Home News on January 22. On January 16, the official website of the Beijing Municipal Health Commission issued an approval, agreeing that TikTok Group will build Beijing Airui Hospital (to be determined) in the medical service plot (Plot 2905 - 0006) in the North District of Zhongguancun Chaoyang Park, Chaoyang District.

According to the public notice of the change of registration of Beijing Airui Hospital (to be determined), the hospital is a tertiary general Sino-foreign joint venture and cooperative for-profit hospital with 800 beds. (IT Home)

Deputies to the People's Congress suggest extending maternity leave to 180 days and setting paternity leave for male employees at 30 days

In mid-to-late January, the provincial two sessions were held intensively in many places across the country. China News Network noted that marriage and childbirth support is reflected in the work reports of local governments in many places, and it is also a hot topic among representatives and committee members.

Representatives and committee members from various places mentioned a series of marriage and childbirth support measures, such as extending the marriage leave to 15 - 20 days; extending the maternity leave for female employees to 180 days and giving male employees a longer paternity leave, such as 30 days; providing different levels of child-rearing subsidies and care allowances to families with one, two, or three children; including relevant medical expenses such as infertility, high-risk and critically ill maternal monitoring into the payment scope of the medical insurance fund; making greater efforts to enable existing public kindergartens to extend child care services for children aged 2 - 3. (China News Network)

Big Companies/Big Events

Nvidia's market value returns to the top globally, once again surpassing Apple

According to Sina Finance, on January 21, the three major U.S. stock indexes collectively closed up. The Nasdaq rose by 0.64%, the S&P 500 index rose by 0.88%, and the Dow Jones Industrial Average rose by 1.24%; Most large technology stocks rose. Oracle rose by more than 7%, Nvidia and Amazon rose by more than 2%, Netflix and Google rose by more than 1%, and Apple fell by more than 3%. Among them, Nvidia's market value is $3448.9 billion, surpassing Apple to top the world. (Sina Finance)

In 2024, iPhone's market share in China remains as high as 30%, and iPhone 13 becomes the top popular 5G model of the year

According to Kuai Technology, data from the China Academy of Information and Communications Technology shows that from January to November 2024, the shipment of 5G mobile phones in the domestic market was 241 million units, accounting for 86.2% of the total shipment of the domestic mobile phone market, with a year-on-year growth of 12%. 5G mobile phones have become the mainstream of the market.

The report sent out by Daily Interactive Big Data for the past year shows that in 2024, the overall market share of Apple series mobile phones is still as high as 32.72%, topping the list of the annual 5G mobile phone brand market share. OPPO, Honor, Huawei, Vivo, and Xiaomi follow closely, with their proportions being 13.22%, 12.33%, 11.75%, 10.92%, and 9.6% respectively, ranking second to fifth. On the Top 20 list of the popular 5G models of the year 2024, iPhone 13 firmly ranks first, while iPhone 12, iPhone 14 Pro Max, 15 Pro Max, 14 Pro, 13 Pro Max, 13 Pro, and other models occupy the top eleven. (Kuai Technology)

Criminal gang steals 12306 accounts to scalp tickets, involving an amount of over 28.5 million yuan

In April 2024, the police in Guangzhou, Guangdong received a traveler's request for help, reporting that they could not register a 12306 account, and the system prompted that it had already been registered. The police investigation discovered a batch of abnormal accounts with frequent binding changes, large-scale ticket purchases, and frequent ticket refunds, and a criminal gang that steals others' identity information to register 12306 accounts led by "Lu Mou" surfaced.

Lu Mou's husband, Chen Mou, is still serving a sentence for illegally reselling train tickets for profit. However, Lu Mou did not learn a lesson. Instead, together with family members, she collected a large amount of citizens' personal information including ID cards and mobile phone numbers to register 12306 accounts and continue to engage in the illegal and profitable activity of reselling train tickets. During the process of purchasing tickets on behalf of "customers" for the first time, the gang members will ask the customers if they have registered a 12306 account. If not, they will collect the information for subsequent theft.

In July 2024, the police raided 4 dens, seized a large number of mobile phones, computers, bank cards, phone cards and other items involved in the case. Subsequently, more than 140 suspects from the 4 involved gangs were arrested one after another. After examination, the 4 criminal gangs have accumulated more than 10,000 train tickets purchased on behalf of others in violation of regulations, involving an amount of over 28.5 million yuan. (CCTV News)

The Department of Government Efficiency led by Musk begins to operate

On January 21 local time, the Department of Government Efficiency (DOGE) led by Musk has officially started to operate. The first task is to remove the website of the Chief Diversity Officer Executive Committee.

The website describes its departmental services as "the primary interagency forum for implementing and sustaining the DEIA national strategy in the federal government", where DEIA stands for Diversity, Equity, Inclusion, and Accessibility. However, on January 20, Musk requested the Office of Personnel Management to delete the website of the Executive Committee, indicating that the entire department will be closed or has already been closed.

It is reported that the Chief Diversity Officer Executive Committee is under the Office of Personnel Management of the US government, and its functions are: to promote the DEIA strategy in various government departments, formulate and implement relevant policies, and provide all employees with fair employment opportunities and a working environment. (Cailian Press)

The three major U.S. stock indexes closed higher collectively, with the Nasdaq Composite Index rising by 1.28% and breaking through the 20,000-point mark

36Kr learned that as of the close on January 22, the three major U.S. stock indexes rose collectively. The Nasdaq Composite Index rose by 1.28% to regain the 20,000-point mark. The S&P 500 Index rose by 0.61%, once breaking through the 6,100-point mark and reaching a record high. The Dow Jones Industrial Average rose by 0.30%. Large technology stocks generally rose. Netflix rose by more than 9%, Oracle rose by more than 6%, NVIDIA and Microsoft rose by more than 4%, Amazon and Meta rose by more than 1%, and Tesla fell by more than 2%. Most popular Chinese concept stocks declined. Li Auto and Bilibili fell by more than 4%, Xpeng Motors fell by more than 3%, New Oriental, NetEase, Pinduoduo, and iQiyi fell by more than 1%; NIO rose by more than 2%, and JD.com and Alibaba rose by more than 1%.

iOS 18.3 enables Apple AI by default, only applicable to devices that support Apple AI

Starting from the iOS 18.3, iPadOS 18.3, and macOS 15.3 versions, Apple's latest artificial intelligence feature "Apple Intelligence" will be enabled by default. Apple stated in the iOS and iPadOS 18.3 RC release notes that new users or those upgrading to iOS 18.3 will automatically enable these AI-driven functions.

This AI update is only applicable to devices that support Apple Intelligence, including the iPhone 15 Pro and newer models, iPads and Macs with the Apple Silicon M1 chip or newer versions, and the latest version of the iPad mini. (IT Home)

ByteDance Denied Preparing to Invest $12 Billion in AI Infrastructure

It is reported that ByteDance is investing over $12 billion in artificial intelligence infrastructure this year. Among them, 40 billion yuan is prepared for purchasing AI chips in 2025, which is twice the expenditure in 2024. Another plan is to invest approximately $6.8 billion overseas. In response, a relevant person from ByteDance said: The relevant news is not accurate. ByteDance attaches great importance to the development and investment in the field of artificial intelligence, but the rumors about the relevant budget and planning are not correct. (Yicai Global)

Gree Reports Progress on Rights Protection: Evidence Collected and Reported to the Public Security Organs for Investigation

On January 22, Cailian Press reported that Gree Culture and Communication released a progress report on Gree Electric's rights protection on January 22. Recently, Gree Electric received several "Administrative Penalty Decisions" issued by the public security organs. In order to obtain their own interests, Li XX, Gao XX, Zhang XX, Chen XX, and Wang XX fabricated facts and posted false information on the online platform, insulting, slandering, and smearing Gree Electric and its executives. After the public security organs filed and investigated the case, administrative penalties have been imposed on the five offenders.

In addition, regarding the issue of the account "Xu Tao's Weibo" spreading rumors, after Gree Electric reported the case, the public security organs have filed and investigated it. Currently, this account has been muted due to violations. At present, some self-media continue to smear and slander Gree Electric and its executives with this rumor. Gree Electric has collected evidence and reported it to the public security organs for investigation. (Cailian Press)

South Korea to Demolish Concrete Facilities at Muan International Airport

South Korea's Ministry of Land, Infrastructure and Transport said on January 22 that it will dismantle the concrete facilities installed at Muan International Airport. Last month, a Jeju Air flight crashed into this obstacle during an emergency landing and exploded into flames, killing 179 people on board. This is the worst air disaster in South Korea's domestic aviation history. Although investigators are still looking into the causes of the crash of Jeju Air Flight 7C2216, including the reported bird strike incident, experts say the huge concrete facilities at the end of the runway that support the navigation antenna may have made this disaster more fatal than it should have been. (Sina Finance)

TikTok Still Cannot Be Downloaded in US App Stores

According to Bianews, on January 22, as reported by Reuters, on January 21, TikTok remained unavailable in the Apple and Google app stores in the United States. A day earlier, US President Donald Trump signed an executive order to postpone the implementation of the ban on this popular Chinese short-video app by 75 days.

Although TikTok resumed its services after Trump assured that the company and its partners would not face huge fines to keep the app running, the app has not yet returned to the app stores. The Apple App Store indicates that TikTok and other ByteDance apps are not available in your country or region, while Google Play shows that the download of the app has been suspended due to current US legal requirements. (Bianews)

Taiwan Media: TSMC's Nanke Plant Capacity Affected by Earthquake, Possibly Resulting in 10,000 to 20,000 Damaged Wafers

According to the Taiwan Commercial Times, the supply chain disclosed that the production capacity of TSMC's Nanke Fab14 and Fab18 plants has been affected by the earthquake. It is estimated that 10,000 to 20,000 wafers will be damaged, and it is estimated that this will affect the first-quarter sales by a low single-digit percentage. (Jiemian News)

Google Invests Another $1 Billion in AI Company Anthropic

Google, a subsidiary of Alphabet Inc., has further invested $1 billion in the artificial intelligence (AI) developer Anthropic, increasing its stake in this promising company that rivals OpenAI. A person familiar with the matter disclosed this news. Previously, Google had already invested more than $2 billion. Google has signed a commercial agreement with Anthropic that covers the use of a set of online tools and services. Amazon is one of the company's biggest supporters. (Sina Finance)

NIO investigates the robot dog project, with Xu Kang as the person in charge

NIO has formed a team of about 20 people to investigate the robot dog project, and the person in charge is Xu Kang. Xu Kang used to be an algorithm expert at Momenta and joined NIO's autonomous driving team after 2020. (21st Century Business Herald)

Trump Says to Impose 25% Tariffs on Chinese Goods as Early as February 1, and the Ministry of Foreign Affairs Responds

On January 22, Foreign Ministry Spokesperson Mao Ning presided over a regular press conference. A TASS reporter asked that US President Trump indicated to impose a 25% tariff on Chinese goods exported to the US as early as February 1. What is China's comment on this? Mao Ning said: "On this issue, we have stated China's position many times. We always believe that there are no winners in a trade war or a tariff war, and China always firmly safeguards its national interests." (The Paper)

It is reported that Buffett's Pilot exits the international oil trading business

Three sources said on January 21 that Pilot Co., owned by Buffett, will shut down its international oil trading business, ending its plan to enter the trillion-dollar global market and refocusing on its Pilot Flying J gas stations and truck stops in the United States. According to two people familiar with the matter, as a subsidiary of Buffett's Berkshire Hathaway, Pilot has laid off almost all employees responsible for international trade. They said the company will use resources to develop its own North American business rather than trade. Pilot did not comment on whether the company is exiting the international trade business. (Sina Finance)

Indonesian Minister Says Close to Reaching Agreement with Apple to Lift iPhone Sales Ban

According to the news, a government minister stated that Indonesia is close to reaching an agreement with Apple on an investment plan, which will help lift the sales ban of iPhone 16 in the country. (Cailian Press)

Google Fined $12 Million for Monopolistic Practices in Indonesia

The Indonesian Anti-Monopoly Supervisory Agency (KPPU) stated in a statement on January 22 that it has imposed a fine of 202.5 billion Indonesian rupiah (approximately $12.4 million) on Google for monopolistic practices in Google Play. The statement said that Google requires applications to use its Google Play billing system, which violates Indonesia's anti-monopoly law. (Jiemian News)

Trump Responds to Issuing Virtual Currency, Says Unsure About Profitability

On January 18, US President-elect Trump posted on his social media account, announcing the launch of his personal Meme coin TRUMP. On January 21 local time, Trump made his first response to the "coin issuance" at a White House press conference: I don't know if it (TRUMP coin) is profitable. I don't know much about it. I only know that I launched it. I heard it's very successful. The TRMUP coin experienced a short-term dive, dropping by $10 at one point, with the lowest quote reaching the $35 level. (Sina Finance)

The Forefront of AI

Microsoft "Relents": Allows OpenAI to Use Other Cloud Services

Microsoft has changed its multi-year agreement with OpenAI and now allows the artificial intelligence startup to use cloud computing services provided by competitors. Microsoft said in a statement on January 21 that the agreement will last until 2030, and when OpenAI seeks computing power to train and run artificial intelligence models, Microsoft will have the first right of refusal. Previously, Microsoft was OpenAI's exclusive cloud provider, but last year Microsoft approved a one-time exemption allowing the startup to purchase some capacity from Oracle. Microsoft also said that OpenAI can now build some of its own cloud computing capabilities, mainly for research and model training. (Zhitong Finance)

NetEase Youdao Launches Lightweight Inference Model "Ziyue-o1"

36Kr has learned that NetEase Youdao officially launched the first inference model in China that outputs step-by-step explanations, "Ziyue-o1". As a 14B lightweight single model, Ziyue-o1 supports deployment on consumer-grade graphics cards. It adopts the Chain of Thought technology and can provide a detailed problem-solving process. With strong logic and reasoning ability, it achieves higher problem-solving accuracy and provides Chinese logical reasoning. Ziyue-o1 is officially open-sourced to the public, which will facilitate the wide application and innovation of inference models in the education field.

Doubao Large Model 1.5Pro Officially Released

36Kr has learned that, according to Doubao's official Weibo, the Doubao Large Model 1.5Pro version has been officially released. Currently, Doubao-1.5-pro has been gray-scale launched on the Doubao APP, receiving a large number of requests with excellent results. At the same time, developers can also directly call the API on Volcano Engine.

Big Company Financial Reports

Adidas: Achieved revenue of 5.965 billion euros in the fourth quarter of 2024, with a year-on-year growth of 19%

36Kr learned that Adidas announced the preliminary results for the fourth quarter and the full year of 2024 globally. In the fourth quarter of 2024, Adidas achieved global revenue of 5.965 billion euros, with a year-on-year growth of 19%; if the impact of Yeezy is excluded, the year-on-year growth is 18%; the company's basic gross margin in this quarter increased by 5.2 percentage points compared to the same period of the previous year to 49.8%. Adidas' global CEO Kasper Rorsted said: "The interest of consumers and retailers in our sports performance and sports fashion products is continuously growing. We will strive to move forward towards the profit margin target of 10%."

Investment and Financing

"Future Intelligence" Completes Pre-A Round Financing of Several Ten Million Yuan RMB

36Kr learned that the AI hardware company "Future Intelligence" has completed a Pre-A round financing of several ten million yuan RMB, led by Wanwu Venture Capital and followed by Chuxin Capital. This is the third financing completed by Future Intelligence after the seed round financing in 2021 and the angel round financing in 2023. In this round of financing, Future Intelligence will focus on the breakthrough of computing power and the improvement of algorithm services, the continuous iteration and expansion of the product matrix, the construction and expansion of the overseas market, and the improvement of the offline channel layout.

"Puxi Jing" Completes Hundreds of Millions of Yuan in Series B Financing

36Kr has learned that recently, "Puxi Jing" has completed hundreds of millions of yuan in Series B financing. This round of financing is led by Guoke Dongfang, with Dalinghao Bay Innovation Source Fund, Shangyan Xingong Fund, and Minyin International as co-investors. The old shareholders Sequoia China, Shanghai Lianhe Investment, and Lianxin Capital continue to support. This round of funds will be used for the expansion of the company's ultra-high-purity polymer material production line, the upgrade of the technical platform, and market expansion.

Dage Biotechnology Completes Over $20 Million Series A+ Financing

36Kr has learned that the biotech company "Dage Biotechnology" announced that the company successfully completed a Series A+ financing of over $20 million by the end of 2024. This round of financing was invested by institutions such as Zhejiang Province's "4 + 1" Biomedical and High-End Equipment Industrial Fund, Takeda Ventures, Fengchuan Capital, Longmen Capital, HCY Healthcare Capital, and AIM-HI Accelerator Fund. The existing shareholder, Origene Ventures, continues to support. HCY Capital served as the exclusive financial advisor for this round of financing and will assist the company in completing the additional round of fundraising for this round. This round of financing will help Dage in its layout in the field of new molecular glues, including promoting the clinical research of the core pipeline HuR molecular glue.

"Inspur Zhuoshu Big Data" Completes Series B Financing

36Kr has learned that according to Inspur Zhuoshu, "Inspur Zhuoshu Big Data" announced the completion of Series B financing. This round of financing is led by Zhongtai Venture Capital, with Dongying Finance and Inspur Industrial Investment and other institutions participating. The company's valuation has increased by 167% compared to the previous round. This financing will help Inspur Zhuoshu Big Data further strengthen R & D investment, introduce outstanding talents, shape industrial advantages, and accelerate the transformation of scientific and technological innovation achievements.

"KeepTech" Completes a New Round of A++ Series Financing

36Kr has learned that recently, "KeepTech", a digital kitchen solution provider, has completed a new round of A++ series financing, with the financing amount exceeding tens of millions of US dollars. This round of financing is led by the investment institution CCV, and Star Capital serves as the long-term exclusive financial advisor for the financing. This is another financing completed by KeepTech within half a year after the A+ series financing. Currently, KeepTech's digital kitchen has been deployed in 24 countries and regions, covering multiple scenarios such as catering, aviation, hotels, and corporate catering.

Cool Products

iPhone 17 Air Back Panel Exposed, Possibly Equipped with a Single Camera

According to the known information, Apple's iPhone series this year will include four models, including iPhone 17, iPhone 17 Pro, iPhone 17 Pro Max, and the last model that might be called Slim or Air. The code name of the last model is confirmed as "Roma", but only Apple itself knows the naming scheme after the final launch.

A large amount of leaks about this model have previously emerged. The exposed back panel photos this time also conform to the previous rumors about the "horizontally placed camera" and "rear single camera". The overall color is Deep Space Gray, similar to Google Nexus 6P. Previous rumors indicate that both "iPhone 17 Air" and iPhone 17 Pro use an elongated camera Deco. Therefore, this so-called "elongated" design may be applied to the entire iPhone 17 series, but only Air adopts a single-camera layout.

Small Survey on Young People's "Discussing Marriage and Engagement"

The New Year is approaching, and the "stereotypical drama" of urging marriage is about to be staged again. Once young couples with a stable relationship start considering "getting married", they will then have to face a series of headache-inducing problems: What gifts should be given when meeting the parents for the first time? Is the bride price/dowry necessary for marriage? Should the couple break up if any problems are detected in the pre-marital physical examination? Long press and scan the following QR code to participate in the 2025 small survey on young people's "discussing marriage and engagement", and let's talk about the matters of preparing for marriage.

Scan the code to participate in the survey