Krypton Evening Newspaper | Ele.me's Organizational Adjustment in the New Year: Wu Zeming Also Serves as CEO; Tesla's Shanghai Megafactory for Energy Storage Officially Goes into Production; Executives of Nippon Steel Will Have Talks with the Trump Administration.
Big Companies:
36Kr learned that on February 11, JD Food Delivery officially launched the recruitment of "Quality Dine-in Catering Merchants". Merchants who join before May 1, 2025, will be commission-free for the whole year. JD Food Delivery will provide all-round support to the merchants to jointly promote the healthy and sustainable development of the food delivery industry.
Ele.me's New Year Organizational Adjustment: Wu Zeming Also Serves as CEO
36Kr learned that today, Wu Zeming (nickname: Fan Yu), the chairman of Ele.me, announced the latest organizational adjustment of Ele.me through the company's all-staff letter: From now on, Wu Zeming will also serve as the CEO of Ele.me, and Han Liu (nickname: Hao Chen) will focus on managing the Instant Logistics Center and continue to report to Wu Zeming. Wu Zeming said in the internal letter that considering the strategic significance of instant logistics as Ele.me's second growth curve continues to rise, this management division adjustment is made. Wu Zeming said that in the future, Ele.me's class committee and team will continue to firmly implement the business and organizational strategies set in the "New Three Years", continue to adhere to the customer-centered approach, "Promote technological innovation and progress with the ecosystem", improve various product and service capabilities, further gain user recognition, and take the company's operating level to a new level.
SHEIN Bay Area Smart Industrial Park Delivered, Supply Chain Network Layout Continues to Intensify
36Kr learned that the "SHEIN Bay Area Smart Industrial Park" located in Zhaoqing, Guangdong has recently completed the project acceptance and delivery, and it is expected to be officially occupied and used within the year. It is reported that SHEIN's total investment in the warehousing and supply chain in this area has reached several billion yuan. This SHEIN Bay Area Smart Industrial Park is one of the key projects in SHEIN's supply chain matrix in the Bay Area. This project is to fully integrate the existing resources to revitalize the land without adding new land. Currently, SHEIN has leased more than 700,000 square meters of warehouses in Zhaoqing, and the new project leases 260,000 square meters of warehouses.
36Kr learned that since the release of the movie "Ne Zha: Birth of the Demon Child 2", the overall sales of Ne Zha-related books including the original picture book "Ne Zha · Past of the Three Realms", the "Art Design Collection of the Demon Child Making Waves" and "Ao Bing Biography" on Tmall have exceeded 18 million. This is one of the most intense cases in recent years where a film and television IP has driven book sales. Recently, the transaction volume of the officially authorized related picture books and books of "Ne Zha 2" increased by more than 4,000% compared to the week before the release. The search volume for the keyword of "Ao Bing Biography" in the Taobao App directly soared nearly 100 times after the movie was released, and the search volume for the original picture book "Ne Zha · Past of the Three Realms" increased by more than 140 times.
Tesla Shanghai Energy Storage Super Factory Officially Goes into Production
On February 11, the Tesla Shanghai Energy Storage Super Factory held a production ceremony. The factory initially plans to produce 10,000 commercial energy storage batteries per year, with an energy storage scale of nearly 40 GWh. The project started construction last May and passed the final acceptance at the end of the year.
Meta Initiates Global 5% Layoff Plan
Meta, the parent company of Facebook, will notify affected employees in most countries from the morning of February 10 local time to implement its previously announced plan to lay off about 5% of its workforce, involving about 3,700 people. Meta's personnel director, Janelle Gale, said the layoffs will be carried out in different regions in a few days, and US employees will be the first to receive the notice.
Elon Musk Reportedly Leads Acquisition of OpenAI, The Company's CEO Altman Responds "No Thanks"
Elon Musk reportedly led a group of investors to propose the acquisition of OpenAI, but the CEO of this ChatGPT parent company, Sam Altman, rejected it. Citing a report by Elon Musk's lawyer Marc Toberoff, this proactive offer worth $97.4 billion was submitted to the OpenAI board on Monday. In response, Altman posted on Musk's social media platform X: "No thanks, but if you'd like, we can offer $9.74 billion to acquire Twitter."
New Products:
Ford Motor Plans to Develop a New Hybrid Vehicle
Ford Motor is planning to launch a new extended-range plug-in hybrid vehicle, dedicated to creating more attractive models. The company is fully committed to the research and development of the new model to avoid a too monotonous product line. However, investors' response to this move is not enthusiastic. This extended-range electric vehicle technology is mainly targeted at the SUV and pickup truck market. It is worth noting that Ford previously planned to launch an electric three-row SUV, but eventually gave up due to "unprofitability".
Investment and Financing:
Novartis to Acquire Anthos for Up to $3.1 Billion
Blackstone Life Sciences, the life sciences fund of Blackstone Technology Group, and Anthos Therapeutics announced on February 11 that the company has signed an agreement with Novartis to acquire Anthos for up to $3.1 billion. Anthos was co-founded by Blackstone Life Sciences and Novartis in 2019. After the transaction is completed, Anthos shareholders will receive an upfront payment of $925 million. In addition, Anthos shareholders are entitled to receive payments upon the achievement of certain regulatory and commercial milestones. The transaction is expected to be completed in the first half of 2025.
"Chao Rui Technology" Completes RMB 100 Million Series A1 Round of Financing
36Kr learned that "Chao Rui Technology", a domestic processor chip R & D manufacturer, has recently completed the Series A1 round of financing, with the amount at the 100 million yuan level. This round of financing is led by Hongtai Fund, with Longding Investment, Sanhe Capital and other institutions participating in the investment, and DeepBlue Capital serving as the exclusive financial advisor. This round of financing will mainly be used for the research and development and commercialization of high-performance CPU products.
Today's Views:
36Kr learned that "Looking back at the history of the past few hundred years, the essence of innovation is cost reduction and productivity improvement." On February 11, Baidu founder Li Yanhong talked about DeepSeek when he had a conversation with the UAE AI Minister at the WGS in Dubai. He said that not only in the AI field or the IT industry, but most innovations are related to cost reduction. If the cost is reduced by a certain percentage, the productivity will also increase by the same percentage. Today, the speed of innovation is much faster than ever before. According to Moore's Law, every 18 months, performance doubles while the price halves. Nowadays, the inference cost of large models decreases by more than 90% annually.
This morning, the production ceremony of Tesla Shanghai Energy Storage Super Factory was held in Lingang, Shanghai. "The Tesla Energy Storage Super Factory may bring industrial chain aggregation like the Tesla Shanghai Gigafactory," a relevant official from Tesla said.
Other News Worth Noting:
Executives of Nippon Steel to Meet with the Trump Administration
According to the Nikkei, executives of Nippon Steel are planning to visit the United States to discuss with the Donald Trump administration about the merger with the US Steel Corporation. Although Trump said he plans to meet with Nippon Steel's management as early as this week, the executives of this Japanese company plan to talk to US government officials first.
In addition to cloud service providers, on the hardware side, currently more than 15 chip manufacturers have adapted to the DeepSeek model, and related intelligent computing integrated machines are also gradually being implemented; at the same time, many mobile phone and automotive companies have also announced their access and support for this model one after another, and the "friend circle" continues to expand.