36Kr Evening News | Musk: Tesla Launches Road Tests of Driverless Robotaxis; Consulting Firm: The Glow of the "Magnificent Seven" Stocks in the U.S. Fades; Cambricon Technologies: Plans to Use RMB 2.778 Billion of Capital Reserve to Make Up for Losses
Large Companies:
Ant Group Upgrades AQ to "Ant Aifu", with App Monthly Active Users Exceeding 15 Million
36Kr learned that on December 15th, Ant Group announced that it had upgraded the brand of its AI health application AQ to "Ant Aifu" and released a new version of the App, upgrading three major functions: health companionship, health Q&A, and health services. Currently, the monthly active users of the "Ant Aifu" App have exceeded 15 million, ranking among the top five AI Apps in China and becoming the largest health management AI App. It is understood that currently, the Aifu App answers more than 5 million health questions from users every day, and 55% of the users are from third - tier cities and below.
Cambricon: Plans to Use 2.778 Billion Yuan of Capital Reserve to Make Up for Losses
36Kr learned that Cambricon announced that the company held the first meeting of the third - session board of directors on November 28th, 2025, and the second interim shareholders' meeting in 2025 on December 15th, 2025, respectively, and deliberated and passed the "Proposal on Using Capital Reserve to Make Up for Losses". The company plans to use 2.778 billion yuan of the parent company's capital reserve to make up for the parent company's accumulated losses. This capital reserve compensation for losses is limited to making up the negative undistributed profits of the parent company at the end of 2024 to zero.
36Kr learned that TCL Technology announced that its controlling subsidiary, TCL CSOT, plans to purchase a 10.7656% stake in Shenzhen Huaxing Optoelectronics Semiconductor Display Technology Co., Ltd. held by Shenzhen Major Industry Development Phase I Fund Co., Ltd. for 6.045 billion yuan in cash. After the completion of this transaction, the company's total controlling stake in Shenzhen Huaxing Semiconductor will increase from 84.2105% to 94.9761%, and it is expected that the company's profitability will be effectively improved. This transaction does not constitute a related - party transaction, does not constitute a major asset restructuring, and does not need to be submitted to the company's shareholders' meeting for deliberation.
36Kr learned that the WeChat official account of "Tongrentang Health Members" issued a statement saying that some media reported that a product labeled "Produced by Anhui Habo Pharmaceutical Co., Ltd. and Distributed by Beijing Tongrentang (Sichuan) Health Pharmaceutical Co., Ltd.", "99% High - Purity Antarctic Krill Oil", was suspected of false labeling of relevant ingredients. In response to the above situation, the company immediately ordered Sichuan Health Pharmaceutical to stop distributing the product and conducted full - process verification and tracing of the involved products. Tongrentang said in the statement that this product used the words "Beijing Tongrentang" prominently without authorization, which was suspected of being illegal, and the company had initiated judicial procedures to sue the involved enterprises.
36Kr learned that Juneyao Airlines announced that its shareholder, China Eastern Airlines Industry Investment Co., Ltd. (China Eastern Airlines Industry Investment), due to its own business arrangements and needs, plans to reduce its holdings of the company's shares by no more than 21.8401 million shares through centralized competitive trading from January 8th, 2026, to April 7th, 2026, accounting for no more than 1% of the company's total share capital. The shares to be reduced are from non - public offerings and transfer of shares by agreement, and the reduction price will be determined according to the market price.
Palantir Technologies announced that it has renewed a three - year cooperation agreement with the French General Directorate for Internal Security. This move continues the nearly decade - long cooperation between the two parties. According to the agreement, Palantir needs to continue to provide its exclusive software platform for the French General Directorate for Internal Security, and provide necessary integration, technical support, and assistance services required for the actual application of the software. (Sina Finance)
Investment and Financing:
SK Capital to Acquire Majority Stake in Swixx for $1.8 Billion
On December 15th, it was reported that private investment firm SK Capital Partners said it had agreed to acquire a majority stake in Swiss drug distribution company Swixx Biopharma SA. The deal values the company at more than 1.5 billion euros ($1.8 billion). The transaction is expected to be completed in the first half of 2026. (Jiemian)
Fosun Pharma: Controlling Subsidiary Plans to Invest 1.412 Billion Yuan in Lvgu Pharmaceutical
36Kr learned that Fosun Pharma announced that its controlling subsidiary, Fosun Pharma Industry, plans to invest a total of 1.412 billion yuan in Lvgu Pharmaceutical, including the transfer of some equity and the subscription of new registered capital. After the completion, the company will hold a total of 53% of the equity in Lvgu Pharmaceutical through Fosun Pharma Industry and the SPV.
"Inx" Completes a New Round of Financing of Nearly 200 Million Yuan
36Kr learned that recently, "Inx", an enterprise focusing on core components of humanoid robots and embodied intelligence, announced that it had completed a new round of financing of nearly 200 million yuan. The round was co - led by Huakong Fund and Shenzhen Capital Group, followed by Puhua Capital. Old shareholders such as Oasis Capital and Jinqiu Capital continued to increase their investments. This is the third round of financing completed by Inx this year.
New Products:
STMicroelectronics: May Deliver 10 Billion Chips to SpaceX by 2027
European chip - making giant STMicroelectronics has currently delivered more than 5 billion radio - frequency antenna chips to Elon Musk's space exploration technology company, SpaceX, for use in SpaceX's "Starlink" satellite network. According to an executive of STMicroelectronics, in the next two years (by 2027), the number of chips delivered through this cooperation may double. (Cailian Press)
MicroPort Robotics Establishes a Medical Technology Company in Beijing
36Kr learned that the Aiqicha App shows that recently, Beijing Weisiweixiang Medical Technology Co., Ltd. was established. The legal representative is Li Tao, and the registered capital is 15 million yuan. Its business scope includes the sales of service - consumption robots, the R & D of intelligent robots, the manufacturing of service - consumption robots, and the manufacturing of special - operation robots. Shareholder information shows that the company is wholly - owned by Shanghai MicroPort Medical Robotics (Group) Co., Ltd.
Shenyang Xingye Machine Tool Co., Ltd. Completes 50 - Million - Yuan Series A Financing
36Kr learned that recently, Shenyang Xingye Machine Tool Co., Ltd. announced that it had completed a Series A financing of 50 million yuan. The round was led by Tsinghua Holdings and strategically followed by Taifu Precision. The financing funds will be mainly used for the iteration of five - axis linkage core technology, the expansion of intelligent production workshops, and the construction of a high - end talent echelon.
Today's Views:
Elon Musk: Tesla Launches Road Tests of Robotaxis without Safety Drivers
On December 14th local time, an X user captured a video of a Tesla Model Y driving on the streets of Austin. It seemed that there was no one in the car, not even a safety supervisor. Tesla CEO Elon Musk later responded, "The test is in progress, and there is no one in the car." Musk revealed at an event last week that Tesla's Robotaxis will remove safety drivers within three weeks and achieve real driverless passenger - carrying. (Cailian Press)
Consulting Firm: The Glow of the "Magnificent Seven" in US Stocks Fades
There has been a sector rotation phenomenon in US stocks recently. Investors are beginning to worry that technology companies' aggressive investment in AI infrastructure has led to relatively high debt pressure, causing some funds to start withdrawing from the AI sector. The president of US consulting firm Yardeni Research said that more and more signs indicate that the market is re - evaluating the glow of the "Magnificent Seven" in US stocks, and the focus is shifting to the remaining 493 stocks in the S&P 500 index. (CCTV Finance)
Morgan Stanley Strategist: Weak US Employment Data May Boost the Stock Market
Morgan Stanley strategist Michael Wilson said that the moderately weak US employment data this week may fuel the bullish sentiment in the stock market because it will increase the possibility of the Federal Reserve further cutting interest rates. Investors are waiting for clues from the relevant data to judge whether the Federal Reserve is about to end its loose monetary policy after three consecutive interest - rate cuts or whether it must take more aggressive measures. (Sina Finance)
Other Noteworthy News:
36Kr learned that recently, two automobile enterprises, Chongqing Changan Automobile Co., Ltd. and BAIC BluePark Magna Automotive Co., Ltd., submitted applications to the Ministry of Industry and Information Technology for the access of intelligent connected vehicles equipped with L3 - level conditional autonomous driving functions. According to relevant regulations such as the "Administrative Measures for the Access of Road Motor Vehicle Manufacturers and Products", after procedures such as acceptance, review, and publicity, the Ministry of Industry and Information Technology conditionally approved the relevant products in the 401st batch of the "Announcement". One is the Changan Brand SC7000AAARBEV pure - electric sedan, and the other is the ARCFOX Brand BJ7001A61NBEV pure - electric sedan. Next, the two models will be used by two entities, Chongqing Changan Connected Car Technology Co., Ltd. and Beijing Chuxing Automobile Service Co., Ltd., to conduct on - road pilot operations in the above - mentioned areas.
Elon Musk publicly dissed nuclear fusion power generation on the social platform X. He said bluntly, "Building a small nuclear fusion reactor on Earth is extremely stupid." Musk pointed out that the sun itself is already a huge and free nuclear fusion reactor in the sky. The energy generated by the sun can meet all the energy needs of the entire solar system, and building a small nuclear fusion reactor is a waste of money. In Musk's latest space AI vision, he plans to deploy 100GW of solar AI satellites annually, a scale comparable to a quarter of the total electricity in the United States. (Cailian Press)