9:01 AM | The daily sales of the keyboard and mouse that are connected to DeepSeek are nearly one million. The company behind the massage chairs in cinemas earns 100 million in nine months. Domino's will close 205 loss-making stores globally.
TOP3 Big News
The Daily Sales of DeepSeek Keyboard and Mouse Reach Nearly One Million
Recently, some journalists found that online courses related to DeepSeek have been selling well on many platforms. Take "One-Person Company Methodology + deepseek" as an example. In the 3-hour live stream on February 5, the sales exceeded 50,000 yuan. Among related products, the sales of a mouse and keyboard that claim to be integrated with DeepSeek have soared. Their prices range from 399 to 599 yuan. Taking the Douyin platform as an example, the sales of this mouse and keyboard brand were only 10,000 - 25,000 yuan on January 31, while the sales on February 6 have reached 750,000 - 1,000,000 yuan, with the daily sales increasing by nearly 100 times.
In the evening of February 6, the official DeepSeek released a statement: Currently, except for the official DeepSeek user communication WeChat group, no other groups have been set up on any other domestic platforms. All charging behaviors claiming to be related to the official DeepSeek group are counterfeit. (Blue Whale News)
The company behind cinema massage chairs earns 100 million yuan in nine months, and many of its branches are cancelled.
Recently, Fujian Lemobar IoT Technology Co., Ltd., the parent company of "Lemobar", submitted a prospectus to be listed on the Hong Kong Stock Exchange. The prospectus shows that in 2022, 2023 and the first three quarters of 2024, the adjusted net profit of Lemobar IoT was 8.534 million yuan, 94.578 million yuan and 100 million yuan respectively. "Lemobar" is mainly known to the outside world for providing intelligent massage services in shopping malls, cinemas and other places.
The reporter learned from Tianyancha App that Fujian Lemobar IoT Technology Co., Ltd. was established in May 2014 with a registered capital of 50 million yuan. Its branch information shows that the company has 56 branches, of which only 16 are in existence. (China Newsweek, Xiaoxiang Morning News)
Domino's will close 205 loss-making stores globally, with the majority in Japan
The Domino's Pizza Enterprises listed in Australia announced that it will close a total of 205 loss-making stores globally, with 172 of them in Japan. The company's CEO, Mark van Dyck, said that Japan is still a highly potential market, "but we need to be more focused and rigorous in our investment." Domino's Pizza Enterprises said that the one-time cost related to the store closures is expected to be AUD 97 million (approximately USD 61 million). According to the official website, the company is the largest franchisee of Domino's outside the United States, with the master franchise rights for the Domino's brand and store network in multiple countries and regions including Australia, New Zealand, France, the Netherlands, Japan, Germany, Singapore, etc., operating more than 3,800 stores. (Jiemian News)
Big Companies/Big Events
"Ne Zha 2" Tops the Box Office, Half of the Revenue to be Shared with Cinemas
As of 13:20 on February 6, the cumulative box office of the movie "Ne Zha: Devil Child Causes Havoc in the Sea" exceeded 5.776 billion yuan, surpassing "The Battle at Lake Changjin" and becoming the new champion in the box office history of Chinese films. With the continuous increase in the popularity of the film, the final box office prediction of the film on the ticketing platform is constantly increasing. The AI predicts that the final total box office of "Ne Zha 2" may reach 9.5 billion yuan.
It is worth noting that there are no co-producers for "Ne Zha 2". That is to say, the profits of the film are mainly distributed by the two companies held by Enlight Media and Jiao Zi. Calculated based on the final box office of 9.5 billion yuan, the box office share of the film is about 8.5 billion yuan. More than half of the money is to be distributed to cinemas. Data shows that the cinema's share ratio is 52.27%, and it can receive about 4.4 billion yuan. The other part of the film's share ratio is 39.24%, and it can receive about 3.3 billion yuan. As of around 19:00 on February 7, the box office of "Ne Zha 2" has exceeded 6.7 billion yuan, and the company's operating income range from this film is about 950 million yuan to 1.01 billion yuan. (Blue Whale News)
Over 60% of the IPs of Counterfeit DeepSeek are in the US, and the Number of Imitation Websites Exceeds 2,000
It is reported that on February 6, the reporter learned from Qi'anxin XLab Laboratory that the number of websites and phishing websites imitating DeepSeek has exceeded 2,000 and is still increasing rapidly. The analysis shows that 60% of the IPs resolved by these counterfeit DeepSeek domain names are located in the United States, and the rest are mainly distributed in Singapore, Germany, Lithuania, Russia, and China. The counterfeit domain names show a global characteristic.
According to the statistical analysis of domain name registration from December 1, 2024 to February 3, 2025, 2,650 counterfeit websites were discovered. The large-scale registration activity of counterfeit domain names started on January 26, 2025, and reached its peak on January 28. Qi'anxin said that some of these imitation phenomena may only be for commercial purposes, wanting to sell promising domain names or attract users by taking advantage of the popularity of DeepSeek; however, there are also many malicious actors who use this to mislead users, even spread malware, steal personal information, or defraud subscription fees. (The Paper)
A Graduate from Southwest University of Political Science and Law Sued Chongqing Rail Transit Group but Lost, and the Court Rejected All His Claims
Recently, regarding the case where Wei Xiaocheng, a 2020-level student majoring in law at Southwest University of Political Science and Law, sued Chongqing Rail Transit (Group) Co., Ltd. (hereinafter referred to as: Chongqing Rail Transit Group), the court rejected all the litigation requests of Wei Xiaocheng, and Wei Xiaocheng also stated that he would not appeal anymore.
Previously, on the eve of graduation, Wei Xiaocheng needed to exit the subway station to find a toilet after entering and did not take the train. He and his classmate Liu Yan were each charged 2 yuan for the fare. The two believed that Chongqing Rail Transit Group should not charge this 2 yuan fare, and there were problems with the ticketing rules formulated by the company. Therefore, they sued Chongqing Urban Tongka Payment Co., Ltd. (hereinafter referred to as: Tongka Company) and Chongqing Rail Transit Group to the court, requesting the return of the 2 yuan fare and determining that the "2 yuan fare for 0 kilometers" clause is invalid. (The Paper)
Cross-border e-commerce enterprises claim that packages have been detained and will increase prices to transfer the cost pressure of the additional tax
The United States Postal Service (USPS) announced on the evening of February 4 local time that it would suspend the acceptance of packages sent from mainland China and Hong Kong, China from February 4 until further notice. However, after only half a day, the policy was changed, and the US Postal Service will continue to receive inbound packages from the post offices in mainland China and Hong Kong. And the new US President Trump signed an executive order on February 1: imposing a 10% tariff on goods imported from China, while canceling the duty-free policy for Chinese goods under $800. In response, domestic cross-border e-commerce enterprises said that there have been package detention situations recently, and for the cost pressure brought by taxation, they will transfer it by "increasing the price" of goods. (China Business News)
A small asteroid has a probability of hitting the Earth in 7 years, and the United Nations initiates the "Planetary Safety Protocol" for the first time
It is reported that a small asteroid, about the size of a football field, that was newly discovered at the end of 2024. After more than one month of tracking by scientists and the calculation of its trajectory, it is found that the probability of it hitting the Earth in 2032 is 1.6%. This is the first large-sized asteroid discovered by scientists with a known probability of colliding with the Earth exceeding 1%. It is reported that the United Nations has initiated the "Planetary Safety Protocol" for the first time to deal with this threat. The "Planetary Safety Protocol" contains a complete set of mechanisms and guidelines to be followed, with the aim of preparing the Earth for a possible asteroid impact. One of the first measures includes a meeting of an international expert group from the National Aeronautics and Space Administration (NASA) and astronomers and space experts from the European Space Agency. (Agence France-Presse)
Five Cities in Jiangsu Have a GDP Exceeding One Trillion Yuan, with Suzhou Ranking First in the Province
On February 7, the website of the Jiangsu Provincial Bureau of Statistics announced the regional gross domestic product (GDP) of the 13 districted cities in Jiangsu in 2024. It is understood that the regional GDP of Jiangsu in 2024 reached 13,700.8 billion yuan, with a growth rate of 5.8%. Suzhou achieved a regional GDP of 2,672.7 billion yuan, ranking first in the province. The regional GDPs of Suzhou, Nanjing, Wuxi, Nantong, and Changzhou all exceeded one trillion yuan. Xuzhou followed closely with 953.7 billion yuan. Huai'an ranked first with a growth rate of 7.1%. (Yangtze Evening News)
Honor of Kings' January revenue reaches the highest in nearly 42 months, reclaiming the title of the world's best-selling mobile game
Sensor Tower data shows that in January 2025, a total of 34 Chinese manufacturers were shortlisted in the TOP 100 global mobile game publishers' revenue list, with a combined income of 2.33 billion US dollars. Among them, Tencent's game revenue increased significantly, and Honor of Kings' monthly revenue reached the highest in nearly 42 months, reclaiming the title of the world's best-selling mobile game in January.
ST analysts said that the outstanding performance of Honor of Kings is mainly due to the launch of several special welfare activities and several new skins during the Spring Festival, including the new skin for Ying Zheng, the skin for Ji Xiaoman, and the limited skin for the Year of the Snake Spring Festival, etc. (Sina Games)
Wang Hua Responds to the Launch of the Official Xiaomi Glasses Weibo Account: The Account Was Applied for Years Ago, Not a New Launch
36Kr learned that on February 6, there were rumors that the official Weibo account of Xiaomi Glasses had been launched. Industry insiders speculated that Xiaomi was about to enter the "Hundred Glasses Battle", which attracted widespread attention. On the morning of February 7, Wang Hua, the general manager of the PR department of Xiaomi Group, posted on Weibo, "I'm very pleased that everyone is so concerned about Xiaomi Glasses. Thank you all here. However, I'm very sorry to disappoint you. This account was applied for years ago, not a new launch. Hereby it is clarified!"
China Becomes Vietnam's Largest Tourist Source Country
According to the statistics department of Vietnam, in January 2025, China became Vietnam's largest tourist source country. It is understood that 575,000 mainland Chinese tourists visited Vietnam in January, an increase of 237% compared with the same period last year. (CCTV News)
Lei Jun Says He Is Studying to Increase the Production Capacity of Xiaomi Automobiles
36Kr learned that Lei Jun, the founder, chairman, and CEO of Xiaomi, posted on Weibo on February 7, saying, "I am in the R & D center of the automobile factory, and outside the window is the painting workshop. Today, I will have a serious discussion with the manufacturing students on how to further increase production under the premise of ensuring quality and production safety!"
Wu Shengbo, CEO of Ford China, will also be in charge of the business of Ford Motor International Market Group.
Ford Motor Company announced that Wu Shengbo, the current Vice President of Ford Motor Company, President and CEO of Ford China, will be in charge of the business of Ford Motor International Market Group (IMG) in addition to his existing responsibilities. Jeff Marentic, the head of Ford Motor International Market Group, will report to Wu Shengbo. (Cailian Press)
HON HAI Responds to Rumor of Intention to Seek Cooperation with Nissan: No Comment
It is reported that the integration and negotiation between Japanese automakers Honda and Nissan is facing a breakdown. Some media reports say that Nissan does not rule out cooperating with HON HAI. According to informed sources, HON HAI Chairman Liu Yangwei is striving to cooperate with Nissan and has instructed HON HAI's EV Strategy Chief Kwan Jun to proactively contact Nissan's major shareholder Renault to discuss the possibility of releasing equity. And Kwan Jun also lobbied Nissan's top management during the Lunar New Year, with very active actions. Regarding the rumor of the intention to seek cooperation with Nissan, HON HAI makes no comment. (Jiemian News)
It is exposed that Apple's foldable iPhone may adopt a book-like folding design
On February 6, QQ_Timmy posted a tweet on the social platform, sharing the "Apple Foldable Screen Industry Chain Research Summary", revealing that the appearance of Apple's foldable iPhone is not a small fold, but a book-like folding design similar to the Samsung Galaxy Z Fold series. (IT House)
Tesla Raises Model X Prices in the US
Tesla's US official website shows that the price of the Model X All-Wheel Drive version has been raised from $79,990 to $84,990; the price of the Model X Plaid version has been increased from $94,990 to $99,990. (Jiemian News)
The Central Banks of China and Indonesia Renew the Bilateral Local Currency Swap Agreement
36Kr learned that, according to the website of the central bank, with the approval of the State Council, the People's Bank of China and the Bank of Indonesia have recently renewed the bilateral local currency swap agreement. The swap scale is 400 billion yuan / 878 trillion Indonesian rupiah, and the agreement is valid for five years and can be extended with the consent of both parties. The renewal of the bilateral local currency swap agreement by both sides is helpful to further deepen the monetary and financial cooperation between the two countries, promote the facilitation of bilateral trade and investment, and maintain the stability of the financial market.
US Treasury Secretary Benson: The US will continue to implement the "Strong Dollar" policy
On February 6 local time, the new US Treasury Secretary Scott Benson stated that under the leadership of President Trump, the US will continue to implement the "Strong Dollar" policy. When being interviewed by the media on the same day, Benson pointed out: "Currently, the Strong Dollar policy has not changed at all under the leadership of President Trump. We hope the US dollar to strengthen, and we do not want to see other countries manipulating trade by devaluing their currencies." (Financial Associated Press)
The Forefront of AI
Geely Automobile Officially Announces Integration with DeepSeek, the First in the Automotive Industry
On February 6, Geely Automobile officially announced that its self-developed large model has been deeply integrated with DeepSeek. Following the release of the industry's first "Intelligent Vehicle Global AI" technology system at the 2025 CES, Geely's AI technology once again takes the lead. Working together with Deepseek, by deeply integrating the top cognitive capabilities of the DeepSeek R1 large model with Geely's intelligent vehicle global AI technology system, it redefines the human-computer interaction and intelligent driving of intelligent vehicles, jointly promoting the popularization of AI technology in the field of intelligent vehicles.
It is understood that by collaborating with the DeepSeek - R1 model, Geely will conduct distillation training on the Xingrui Vehicle Control FunctionCall large model, the automotive active interaction end-side large model, etc. At that time, Geely's intelligent vehicle AI will not only be able to accurately understand the vague intentions of users, thereby accurately invoking approximately 2000 vehicle interfaces, but also be able to proactively analyze the potential needs of users based on the scenarios inside and outside the vehicle, and proactively provide users with services such as vehicle control, active conversation, and after-sales. The intelligent interaction experience will be significantly enhanced, accelerating the popularization of AI in the field of intelligent vehicles. (Sina Auto)
GMI Cloud Lists DeepSeek Series Models Based on NVIDIA H200
36Kr learned that after DeepSeek was open-sourced on GitHub, its code repository quickly attracted a large number of developers' attention, with the number of stars exceeding one hundred thousand in a short period. Moreover, many secondary development projects based on DeepSeek, such as code auto-completion and intelligent document summarization, have been efficiently deployed in multiple fields including finance, healthcare, and scientific research, strongly promoting the innovation and implementation of AI applications. During this process, the GMI Cloud technical team completed the deployment, adaptation, and optimization of DeepSeek R1 on NVIDIA's currently most powerful H200 GPU server for mass production in North America at the first time, and constructed the exclusive DeepSeek - R1 inference.
ByteDance Will Launch a New Multimodal Video Generation Model
JIMENG AI, the one-stop AI creation platform under ByteDance, will launch the multimodal video generation model OmniHuman. With just one image and a piece of audio, an AI video can be generated. This model is independently developed by ByteDance and is a closed-source model. The relevant person in charge of JIMENG AI revealed that this model will undergo a small-scale internal test in the future. The official will also set up a strict security review mechanism for this function and mark the output videos with a watermark as a reminder. (Yicai Global)
OpenAI: Approximately $175 billion in funds is ready for the configuration of artificial intelligence infrastructure.
OpenAI states that it plans to deliver the first batch of data center computing resources in Abilene later this year. Approximately $175 billion in funds is ready for the configuration of artificial intelligence infrastructure. (Cailian Press)
OpenAI continues to advance the "Stargate" project and is evaluating data center site locations in various states in the US
OpenAI announced on February 6 that it is evaluating which regions in the US are suitable as the location for the data center of the "Stargate" project, and regards this project as a crucial matter for whether the US can maintain its leading position in the global artificial intelligence (AI) competition. Chris Lehane, OpenAI's Chief Global Affairs Officer, said in a conference call on the same day: "With the news about DeepSeek emerging, it shows that this is a very real competition, and the stakes couldn't be higher. Whoever wins in this competition will truly shape the future of the world." Lehane claims that currently approximately 16 states have expressed interest in building data centers for the Stargate, and Texas is the location of the "flagship" data center. (Caixin)
Big Company Financial Reports
Hilton Group's net profit in 2024 was 1.539 billion US dollars, with 98,400 new rooms added
On February 7, Hilton Group released its global performance report for the fourth quarter and the full year of 2024. The net profit in the fourth quarter of 2024 was 505 million US dollars, compared with 150 million US dollars in the same period of the previous year; the adjusted profit before interest, taxes, depreciation, and amortization was 858 million US dollars, an increase of 7% year-on-year. The full-year net profit in 2024 was 1.539 billion US dollars, compared with 1.151 billion US dollars in the same period of the previous year; the adjusted profit before interest, taxes, depreciation, and amortization was 3.429 billion US dollars, an increase of 11% year-on-year. In addition, 22,600 rooms were added to Hilton's system in the fourth quarter. By the end of 2024, the number of new rooms added throughout the year was 98,400, an increase of 7.3% compared with 2023. (Jiemian News)
L'Oréal's 2024 sales increased by 5.6% year-on-year
On February 6 local time, L'Oréal disclosed its full-year results for 2024: Sales amounted to €43.4868 billion, an increase of 5.6% year-on-year; Operating profit was €8.6875 billion, an increase of 6.7% year-on-year, and the operating profit margin reached a record 20.0%. (Jiemian News)
Ralph Lauren's revenue in the Asian market in the third fiscal quarter increased by 14% year-on-year
On February 6 local time, the American fashion group Ralph Lauren announced its third-quarter results for the fiscal year 2025 ending December 28, 2024. In the third fiscal quarter, the company's net revenue was $2.143 billion, an increase of 11% year-on-year. Among them, the revenue in the Asian market increased by 14% year-on-year to $507 million; the net profit was $297 million, compared with $277 million in the same period of the previous year. (Jiemian News)
Amazon's net sales in 2024 increased by 11% year-on-year, with a net profit of 59.2 billion US dollars
On February 6 local time, Amazon released its fourth-quarter financial results as of December 31, 2024: Net sales increased by 10% year-on-year to 187.8 billion US dollars; net profit increased to 20 billion US dollars, compared with 10.6 billion US dollars in the same period of the previous year. For the full year of 2024, Amazon's net sales increased by 11% to 638 billion US dollars; the net profit was 59.2 billion US dollars, compared with 30.4 billion US dollars in the same period of the previous year. Amazon expects that the net sales in the first quarter of 2025 will be between 151 billion and 155.5 billion US dollars, an increase of 5% to 9% year-on-year. (Jiemian News)
Cool Products
Weride Unveils New Unmanned Logistics Vehicle Robovan W5
36Kr has learned that Weride, an autonomous driving technology company, has officially launched a new generation of unmanned logistics vehicle - Robovan W5 (hereinafter referred to as "W5 Unmanned Logistics Vehicle"). With its self-developed L4-level unmanned driving technology, full-scenario adaptability, long endurance and large load capacity, as well as the one-stop deployment of the vehicle end, cloud end and operation end, the W5 Unmanned Logistics Vehicle directly addresses the pain points in the logistics industry, especially in the fields of express delivery, urban distribution, and various point-to-point logistics, providing customers with high-quality and cost-effective unmanned delivery solutions.
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