36Kr Evening News | The turnover of Hema NB reached 8 billion yuan in the first half of the year, and the total number of current stores is nearly 300; Taobao and Tmall's book industry signed a cooperation agreement with the National Archives of Publications and Culture of China; Indonesia said that the United States has agreed to exempt its palm oil, cocoa and rubber from tariffs.
Large Companies:
36Kr learned that Tsingtao Brewery announced that the company achieved an operating income of 20.491 billion yuan in the first half of the year, a year - on - year increase of 2.11%; the net profit attributable to shareholders of the listed company was 3.904 billion yuan, a year - on - year increase of 7.21%; the basic earnings per share was 2.862 yuan.
36Kr learned that China Duty Free Group announced that in the first half of 2025, the operating income was 28.151 billion yuan, a year - on - year decrease of 9.96%; the net profit was 2.6 billion yuan, a year - on - year decrease of 20.81%.
36Kr exclusively learned that in the first half of this year, the turnover of Freshippo NB reached about 8 billion yuan, with double - digit growth compared with the same period last year. Currently, the total number of stores is nearly 300, and the number of stores has doubled in just half a year, mainly concentrated in the urban and suburban areas of core cities in East China. Previously, Freshippo NB launched its own brand "Super Freshippo Deal". More than a hundred products such as rice, vegetarian food, paper towels, fresh milk, and ice cream have changed their brand names. It is understood that recently, Freshippo NB as a whole will also be renamed "Super Freshippo Deal NB".
On August 26, Beike released its financial results for the second quarter of 2025. During the reporting period, the company achieved a total transaction volume (GTV) of 878.7 billion yuan, a year - on - year increase of 4.7%; the net income reached 26 billion yuan, a year - on - year increase of 11.3%; the net profit was 1.307 billion yuan, and the adjusted net profit was 1.821 billion yuan. In the second quarter, the net income of Beike's non - real estate transaction service business accounted for 41% of the total net income, reaching a record high.
Tims China: Achieved an operating income of 349 million yuan in the second quarter
36Kr learned that Tim Hortons' China business released its financial report for the second quarter of 2025. The financial report shows that in the second quarter, the company achieved an operating income of 349 million yuan, and the system sales increased by 1.4% year - on - year to 409.5 million yuan. In the first half of the year, the contribution margin of self - operated stores and the adjusted EBITDA margin of the company increased by 2.7 and 2.8 percentage points respectively.
36Kr learned that on August 26, the Taobao Tmall book industry officially signed a cooperation agreement with the National Repository of Publications in China, introducing the standard data of Cataloging in Publication (CIP) into the platform. It is understood that the introduction of the standard data from the National Repository of Publications in China will change the book data entry mode of merchants on the Taobao Tmall platform.
Cambridge Technology: The company currently does not produce chips containing CPO technology
36Kr learned that Cambridge Technology (603083.SH) issued an announcement on abnormal fluctuations in stock trading, stating that regarding the CPO (Co - Packaged Optics) and LPO (Linear - Drive Optical Engine) related businesses that the market is concerned about, the company specifically explains as follows: The company currently does not produce chips containing CPO technology. The optical engine, a core component related to CPO, and the external light source ELSFP are in the stages of cooperative R & D and design respectively, and no business income has been generated yet; although the LPO business has sent samples to several major North American customers for testing, the cumulative order and shipment amount in the first half of 2025 accounted for only about 0.03% of the operating income in the same period, contributing very little to the company's current performance. Investors are kindly requested to rationally view the company's layout progress in the emerging technology field, not to over - interpret the impact of related businesses on short - term performance, and to pay attention to the uncertainty risks of business implementation.
German automaker Opel has abandoned its previous ambitious electrification strategy. The company will no longer only sell pure - electric vehicles in Europe from 2028 as previously announced, and the supply time of fuel - powered vehicles will be significantly extended. Opel attributes the strategic adjustment to customer demand. Opel said that if there is market demand, it will continue to adhere to the current "multi - energy" strategy, that is, each model will be available in different power versions such as pure - electric, plug - in hybrid, mild - hybrid, or fuel - powered engines. "If the market demand changes, this strategy will not be limited to the 2028 time point," the company said in response to reports from multiple media. (Sina Finance)
Investment and Financing:
36Kr learned that the International Cooperation Department of the China Securities Regulatory Commission issued a notice on the record - filing of overseas issuance and listing and "full circulation" of unlisted domestic shares of Hebei Haiwei Electronic New Materials Technology Co., Ltd. The company plans to issue no more than 47,423,000 overseas - listed common shares and list them on the Hong Kong Stock Exchange. 14 shareholders of the company plan to convert a total of 29,019,539 unlisted domestic shares into overseas - listed shares and list them for circulation on the Hong Kong Stock Exchange.
According to two people familiar with the matter, Swedish fintech company Klarna will restart its initial public offering (IPO) plan in the United States next month, with an estimated valuation between $13 billion and $14 billion. Previously, Klarna suspended its IPO plan in April this year due to the global market turmoil caused by the large - scale tariffs imposed by US President Donald Trump. The company actually considered going public as early as 2021 but finally decided to postpone the progress. The people familiar with the matter said that the price of the shares issued in this IPO may be determined as early as this week, with a price range of $34 to $36 per share. (Sina Finance)
Suzuki Motor plans to invest about $8 billion in India in the next five to six years
The CEO of Japanese automaker Suzuki Motor said on Tuesday that the company will invest 700 billion rupees (about $8 billion) in India in the next five to six years to increase production, launch new models, and defend its market share in the world's third - largest auto market. India is Suzuki Motor's largest market in terms of sales volume and revenue. The company conducts business in India by holding a majority stake in local market leader Maruti Suzuki. (Sina Finance)
New Products:
36Kr learned that recently, the Doubao App has officially launched a minor - friendly mode. It is understood that in this mode, functions such as answer - display videos, browsing third - party web pages, chatting with intelligent agents other than Doubao, and AI creation will be turned off by default. However, learning and work - related capabilities such as translation, data query, and in - depth research can still be used normally.
Today's Views:
36Kr learned that in response to reporters' questions about the "Opinions on Deeply Implementing the 'Artificial Intelligence +' Action", relevant responsible comrades of the National Development and Reform Commission said that in promoting the implementation of the "Opinions", the National Development and Reform Commission will strengthen its leading role, strengthen overall coordination, and form a joint force for work. It will promote all regions and departments to closely combine with the actual situation, refine and implement measures according to local conditions, and do a good job in implementation, widely gather social consensus, and avoid problems such as rushing in blindly, dispersing quickly, and being superficial. It will continuously improve relevant laws, regulations, institutional policies, application specifications, and ethical rules, increase financial and fiscal support in the field of artificial intelligence, improve the management system for trial - and - error and fault - tolerance in applications, and promote key scenarios to be "willing to open" and "truly open". It will promote government departments and state - owned enterprises to strengthen their demonstration and leading roles and support the implementation of technologies by opening up scenarios. It will promote the intelligent development of all factors in the industry, cultivate artificial intelligence application service providers, build an artificial intelligence application service chain, vigorously develop intelligent native technologies, products, and service systems, and cultivate intelligent native enterprises.
Trump threatens to impose tariffs on furniture, and analysts predict further price increases
US President Trump recently threatened to impose tariffs on furniture, which will expand the scope of taxation to an industry mainly composed of low - cost imported products. Analysts said that this move may lead to an increase in furniture prices because importers will pass on part of the tax burden to consumers. However, some suppliers may ease the price pressure by absorbing costs in order to maintain competitiveness in the US market. Analysts said that since the details of the proposed policy are still unclear, it is difficult to predict the extent of the price increase. (Sina Finance)
Indonesia says the US has agreed to exempt its palm oil, cocoa, and rubber from tariffs
Indonesia's chief tariff negotiator said on Tuesday that the United States has in principle agreed to exclude cocoa, palm oil, and rubber exported by Indonesia from the 19% tariffs imposed by President Donald Trump since August 7. (Sina Finance)
Other Noteworthy News:
At a press conference held by the State Council Information Office at 3 pm on August 26, Ling Ji, the deputy minister of the Ministry of Commerce and the deputy representative of international trade negotiations, said that last year, China's direct investment in Belt and Road countries was $50.99 billion, a year - on - year increase of 22.9%, accounting for 26.5% of China's total foreign investment in that year. As of the end of 2024, China's investment stock in Belt and Road countries reached $370 billion, accounting for 11.8% of the total foreign investment stock. The Belt and Road Initiative has promoted the rapid development of China's foreign investment, achieved a good situation of "extensive consultation, joint contribution, and shared benefits", and also let the world see China's sincerity and determination in opening - up and cooperation. (China.org.cn)
The Mexican Football Federation recently said that the 2026 World Cup is expected to bring about $3 billion in economic benefits to Mexico, making it one of the most far - reaching sports events in the country's history. Mexican Football Federation President Michael Ariola introduced that this World Cup will drive economic development through tourism, employment, and infrastructure investment. It is expected that more than 5.5 million tourists will be attracted during the event, creating more than $1 billion in tourism revenue and bringing about 24,000 direct jobs. (Caixin)