9点1氪丨拐卖中国演员王星的团伙全员被捕;TikTok已在美国AppStore重新上架;苹果将于2月19日发布新品
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JX Advanced
The subsidiary of Japanese oil giant Eneos, JX Advanced Metals, a major global supplier of semiconductor materials, is seeking to raise approximately 460 billion yen (about 3 billion US dollars) through an initial public offering (IPO), which will be the largest IPO transaction in Japan since 2018. According to the company documents submitted to the Ministry of Finance, the guidance price is 862 yen per share. The company will be listed on the Tokyo Stock Exchange on March 19. (Jiemian News)
TOP 3 Big News
Myanmar will soon hand over 7,000 people to Thailand, and all members of the gang that abducted Chinese actor Wang Xing have been arrested
According to reports from Thai media, on the afternoon of February 12, Myanmar handed over 261 foreigners who were released from the telecommunications fraud park to the Thai border province of Tak. The Thai side stated that in the near future, Myanmar will continue to hand over approximately 7,000 personnel from the telecommunications fraud park to the Thai side. The Thai government will coordinate with the embassies of relevant countries to send them back. In addition, all members of the gang that abducted Chinese actor Wang have been arrested, and the Thai side stated that they will be dealt with according to law. (People's Daily)
TikTok Has Been Reinstated on Apple App Store and Google Play App Store
On February 14, Cailian Press reported that Apple said TikTok has been reinstated on the US App Store. At the same time, TikTok has been reinstated on the Google Play App Store. (Cailian Press)
Apple Announces Product Launch on February 19, Potentially Unveiling New iPhone SE
Apple plans to introduce a product on February 19 that the company's CEO Tim Cook refers to as "the latest member of the family". Cook posted a short animation of the metal Apple logo and the message on social media X, without providing more details. Cook's post pushed Apple's stock price up by 2% at one point on Thursday. Bloomberg News reported last week that Apple plans to release the long-awaited new iPhone SE this month. The existing inventory of iPhone SE in Apple stores is quickly running out, which is usually a precursor to the launch of a new model. (Sina Finance)
Big Companies / Major Events
TikTok E-commerce Achieves Approximately 3.5 Trillion GMV in 2024
Exclusive from 36Kr, in 2024, the gross merchandise volume (GMV) of TikTok E-commerce is approximately 3.5 trillion yuan, with a year-on-year growth rate of 30%. Additionally, 36Kr also learned that the target of TikTok E-commerce for 2025 is 4.2 trillion. 36Kr verified this data with the relevant person in charge of TikTok E-commerce, but no response has been received as of the time of publication. It is understood that the GMV of Taotian Group in 2024 is around 8 trillion; the GMV of Pinduoduo last year is approximately 5.2 trillion (with a target of 5.5 trillion).
Enlight Media has achieved five consecutive daily limits, with its market value exceeding 100 billion yuan.
On the morning of February 14, Enlight Media once again rose by the daily limit of 20%, reporting 34.73 yuan per share. The stock price continued to set a new historical high, with a trading volume of nearly 7 billion yuan, and the latest market value of 101.9 billion yuan. This stock has recorded six daily limits in eight days, during which the stock price has accumulated an increase of over 264%. After the A-share film and television concept stocks rose for six consecutive days, they slightly pulled back on February 14. Except for Enlight Media, the largest weighted stock, which once again rose by 20%, Hengdian Film and Television rose by more than 6%, and Silkroad Visual Technology rose by more than 4%, while the other constituent stocks showed mixed performances. The trading volume of the Film and Television ETF (159855) quickly exceeded 80 million yuan on February 14, with a real-time turnover rate of 46.44%, indicating a relatively high level of popularity. In terms of news, the total box office (including presales) of the movie "Ne Zha: The Devil Child Causes Havoc at Sea", in which Enlight Media is the main investor, has exceeded 10 billion yuan, becoming the first movie in the history of Chinese cinema to reach a box office of 10 billion yuan. (CCTV Finance)
The Dragon Action has been postponed. A special edition will be produced and released at a later date.
On February 14, the distributor of the movie "The Dragon Action", Shanghai Bona Culture Media Co., Ltd., issued a notice: "Based on the suggestions of the majority of the audience, a special edition of the movie 'The Dragon Action' will be produced and will meet the audience again at a selected date. Please look forward to it." In addition, Huaxia Film, which is involved in the co-distribution, announced that as of February 15, 2025, the key for "The Dragon Action" will no longer be extended. The pre-sale screenings before 23:59 on February 16 can be shown normally, and the box office generated should be included in the film's public screening box office. The box office statistics time is until 23:59:59 on February 16, 2025. According to Dengta Professional Edition, as of the time of writing, "The Dragon Action" has been released for 17 days and has only earned a box office of 378 million yuan. Generally speaking, the public screening period of a movie is one month. (The Paper)
Jiyue Responds to the Progress of Deposit Refund: 63 People in the First Batch Have Been Refunded
36Kr learned that on February 14, according to Jiyue's official Weibo, regarding the progress of users' deposit refunds: 1. Review of the first batch of refunds: As of February 13, the first batch of refund work has been completed. Among them, 63 people have successfully received refunds, 4 people have multiple information errors and are waiting for payment, and 3 people have not answered the phone after more than 3 calls. 2. The second batch of deposit cancellations has started: The second batch of deposit cancellation work has now officially been launched.
Recently, the price of roses has doubled, and rose substitutes are in vogue.
The Lantern Festival coincides with Western Valentine's Day. In recent days, the flower sales have ushered in a boom. In Nanning, Guangxi, the reporter visited the flower market and found that the prices of some flower materials have generally risen significantly, far exceeding the level of the same period in previous years. The reporter learned that the sales of New Year's Eve flowers were booming before this year's Spring Festival, and most of the inventory has been consumed, resulting in a short-term shortage of supply in the market. In Yunnan, the largest producer of fresh cut flowers in the country, there was a continuous period of low-temperature rain and snow before the Spring Festival, which affected the growth of flowers and significantly reduced the flower output. These have become the direct driving forces for the rise in market prices. Merchants said that with the recent increase in the price of roses, some flower lovers are beginning to lean towards other substitute varieties. (CCTV.com)
Zhuhai Sells 20-Year Roadside Parking Management Rights for 730 Million Yuan, with a Concession Period of 20 Years
"The management rights of roadside parking spaces on municipal roads within the Zhuhai City area (excluding the Hengqin Guangdong-Macao In-depth Cooperation Zone) are being sold. The concession period is 20 years. A total of 23,798 parking spaces are initially sold for the first phase (including existing and newly added parking spaces), and for future newly added parking spaces. The concession fee for the parking spaces is 732,026,480.00 yuan, and the minimum annual paid concession fee for a single parking space management right is 1,538.00 yuan. The final price is subject to the bid-winning price of the bid winner." Recently, the Guangdong Provincial Public Resources Trading Platform has released a tender information on the "Paid Concession of the Management Rights of Roadside Parking Spaces on Municipal Roads in Zhuhai City", and many of its contents have attracted the attention of citizens.
The Zhuhai Urban Management and Comprehensive Law Enforcement Bureau stated that the parking service fees for motor vehicles at roadside parking facilities planned and set up in accordance with the law fall within the scope of government pricing (government-guided pricing), and after the concession, they will be managed in accordance with the relevant regulations and procedures of government pricing. It is also clearly stated in the "Concession Agreement" in the public tender documents this time that the fees for roadside parking spaces are strictly implemented in accordance with government pricing or government-guided pricing. (Southern Metropolis Daily)
Cudi Coffee's Li Yingbo: Cudi Company Has Achieved Profitability Since May 2024
At the media communication meeting, Li Yingbo, the Chief Strategy Officer of Cudi Coffee, stated that since May 2024 until now, Cudi Company has achieved a positive cash flow, that is, profitability. "The main source of revenue is still service fees. In terms of cost, the raw material cost accounts for the largest proportion. From after the Spring Festival until now, the fixed income has been increasing every month, with a significant month-on-month growth. The business at the store level is particularly obvious," Li Yingbo said. (21 Finance and Economics)
Meituan Continues "Eight Algorithm Improvement Measures" and Launches a New Round of "Exemption from Penalty for Riders' Overtime" Pilot
36Kr learned that on December 27, 2024, Meituan announced eight algorithm improvement measures, including gradually canceling the deduction for riders' overtime before the end of 2025, promoting the transformation from negative punishment to positive incentive. On the morning of February 14, Meituan issued an announcement stating that, in combination with the established work arrangements and suggestions from all parties, a new round of "Cancellation of Overtime Deduction" pilot will be carried out in some cities in Guangxi. It is understood that this is also the ninth time that Meituan has publicly disclosed the algorithm rules and explored the corresponding rule improvements since September 10, 2021. In the previous eight times, Meituan optimized specific rules such as rider fatigue prevention, order allocation algorithm disclosure, and new rider assistance.
The White House Issues a Statement on the "Reciprocal Tariff" Policy: Trump Will Launch a "Fair and Reciprocal Plan"
The White House of the United States issued a statement on the "reciprocal tariff" policy announced by President Trump on February 13 local time, stating that Trump will launch a "fair and reciprocal plan" to reduce the huge annual merchandise trade deficit that persists in the United States and address the "unfair and imbalanced trade issues" with foreign trading partners. According to this plan, the Trump administration will review the non-reciprocal trade relations with all US trading partners and determine the tariff reciprocity between the United States and each of its trading partners. (CCTV News)
Mexican President: May Sue Google Over Renaming of "Gulf of Mexico"
Mexican President López Obrador announced on the 13th that the Mexican government will file a civil lawsuit against the US Google if necessary, accusing it of the "wrong practice" of unilaterally renaming the Gulf of Mexico as the "Gulf of the United States". López Obrador said that the Mexican government had previously officially sent a letter to Google CEO Sundar Pichai, demanding an immediate correction of the wrong naming. If Google continues to insist on the "wrong naming", the Mexican side will consider taking actions, even filing a lawsuit. (CCTV News)
Lenovo Mobile Phones Rank Among the Global Top Five in Overseas Markets
36Kr has learned that according to the latest data from the International Data Corporation (IDC), in the fourth quarter of 2024, despite the challenges in the global smartphone market, Lenovo mobile phones still maintained a steady growth trend in overseas markets. In terms of revenue, Lenovo mobile phones increased by 10.6% year-on-year, ranking fifth. In terms of shipments, it also ranked fifth with a year-on-year growth of 15%. In addition, Lenovo Group will also launch several "AI + Terminal" innovative products at the Mobile World Congress 2025 (MWC2025), including AI mobile phones, AI PCs, AI applications, AI infrastructure, and solution services.
Arm Will Launch Its Own Chips, and the Business Model Change May Disrupt the Semiconductor Industry
It is reported that after obtaining Meta as one of its first customers, the British Arm company plans to launch its own chips in 2025. This move will completely change the business model of this enterprise, which is to license its design blueprints to companies such as Apple and Nvidia. Insiders revealed that Arm CEO Rene Haas is expected to launch the company's first self-developed chip as early as this summer. This transformation, from designing the basic building blocks of chips to manufacturing its own complete processors, could also disrupt the power balance in the $700 billion semiconductor industry, putting Arm in competition with some of its largest customers. (Sina Finance)
Toyota Claims to Develop a Less Costly Fuel Cell System
Japanese automaker Toyota Motor Corporation stated that the company has developed the third-generation fuel cell system, which has a lower manufacturing cost compared to earlier versions. It will be able to meet the demands of the commercial sector and has the same durability as traditional diesel engines. The company plans to expand to heavy commercial vehicles and intends to launch them in major markets such as Japan, Europe, North America, and China after 2026 at the earliest. (Sina Finance)
Porsche to Lay Off Approximately 1,900 Employees at Its Factory in Stuttgart, Germany
It is reported that Porsche's human resources director Andreas Haffner and the union said on February 13 that Porsche will lay off approximately 1,900 employees at its Zuffenhausen and Weissach factories in Stuttgart, Germany, and the layoffs are expected to be completed by 2029. (Jiemian News)
The Forefront of AI
Baidu Announces It Will Open Source the Next Generation ERNIE Bot
36Kr learned that on February 14, according to the official news of Baidu, Baidu will gradually launch the ERNIE Bot 4.5 series in the coming months and officially open source it from June 30.
It is reported that Apple is still collaborating with Baidu to develop AI technology for iPhone
On the evening of February 13, a source revealed that currently, Apple is still collaborating with Baidu to develop artificial intelligence technology for iPhone in China. On the afternoon of February 14, Alibaba's Chairman of the Board, Joe Tsai, once said that Apple had conversations with several companies in China and finally chose to do business with Alibaba. (CBN)
The First AI Pediatrician "Starts Work" and Completes Difficult Case Consultations with 13 Pediatric Experts
36Kr learned that on February 13, 2025, the Beijing Children's Hospital affiliated with Capital Medical University, the National Children's Medical Center, carried out the first "AI Pediatrician + Multidisciplinary Expert" dual-medical concurrent multidisciplinary consultation in China. It is understood that the "AI Pediatrician" relies on the Beijing Key Laboratory of Children's Medical Big Model and Innovative Applications in Health Care and the Concept Verification Platform for Innovative Medical Devices for Children. It is jointly developed by Beijing Children's Hospital, Beijing Baichuan Intelligent Technology Co., Ltd., and Xiaoerfang Health Technology (Beijing) Co., Ltd. It was launched on January 18. After nearly one month of internal testing by Beijing Children's Hospital and obtaining the recognition of experts, it officially "started work" on February 13.
Big Company Financial Reports
Hermès' fourth-quarter sales increase by 17.6%, with annual sales exceeding 15 billion euros
The French luxury giant Hermès announced on Friday that its sales growth in the fourth quarter of 2024 was better than expected, indicating that in the turbulent luxury goods market, the demand for the most high-end products remains strong. The company said that in constant currency terms, sales in the fourth quarter increased by 17.6% to 3.96 billion euros (approximately 4.15 billion US dollars), exceeding the 3.69 billion euros predicted by analysts surveyed by LSEG. In constant currency terms, full-year 2024 sales increased by 14.7% to 15.2 billion euros, higher than the expected 14.94 billion euros. (Sina Finance)
Investment and Financing
"Tanweixinlian" Completes Angel Round Financing
36Kr has learned that recently, Beijing Tanweixinlian Technology Co., Ltd., an Internet communication solution provider, announced the completion of tens of millions of RMB in angel round financing. This round of financing is led by Linge Venture Capital, with co-investments from Shuimu Venture Capital, Shengjing JiaCheng, Innovation Works, and Shuimu Tsinghua Alumni Seed Fund. This round of financing will be used for product research and development and team building.
Cool Products
It is revealed that iPhone 17 Pro Max will be equipped with a metal metamaterial lens, and the folding iPad will also adopt this solution.
The blogger Digital Chat Station posted on February 13, revealing that the iPhone 17 Pro Max will implement a metal metamaterial lens, mainly integrating Face ID Rx and Tx, reducing and thinning the structural components, and the volume of the Dynamic Island will be further reduced.
In addition, the blogger also stated that this solution will also be applied to the straight-panel iPad Pro and the folding iPad. Apple's ultimate goal is still an under-screen 3D face recognition, but it will take several generations. (Sina Technology)
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