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Krypton Evening News | Xibei Catering Group withdraws from Xiaonv Dangjia; Is FF's Los Angeles headquarters empty? The company responds: untrue

卜算籽2026-07-03 18:55
ZHANG Shuyu, Product Manager of Tencent's QClaw lobster product, has left the company, stating that there is no "horse racing" mechanism internally.

Large companies:

Deutsche Bank: Meta's cloud business may open a monetization channel for AI investment worth hundreds of billions of dollars, with revenue potentially increasing by up to $30 billion in 2027

In response to the news that Meta plans to sell AI computing power and model access rights to external customers, Deutsche Bank believes that this does not mean Meta is weakening its layout of cutting - edge models or "super - intelligence". Instead, it is more likely to monetize the older, non - core, or temporarily idle computing power externally while reserving the latest generation of chips for internal training. This move is expected to shift the market's concerns about Meta's "high capital expenditure and limited revenue returns" to a re - evaluation of its new high - profit revenue options. According to Deutsche Bank's calculations, Meta's AI - related computing power may reach 8 to 11.5 GW by the end of 2027, of which the capacity available for external sale is approximately 1.2 to 2.7 GW. Assuming a 75% sales rate and an annualized revenue of $10 billion to $15 billion per GW, Meta could add $9 billion to $30 billion in revenue in 2027, 3% to 10% higher than the market - expected revenue, with the baseline scenario being around $17.5 billion. (Caixin)

Dongyue Silicon Materials: Net Profit in the First Half of the Year Expected to Increase by 904.88% - 952.28% Year-on-Year

36Kr learned that Dongyue Silicon Materials released its performance forecast for the first half of 2026. It is estimated that the net profit attributable to the shareholders of the listed company in the first half of 2026 will range from 424 million yuan to 444 million yuan, representing an increase of 904.88% - 952.28% compared with the same period of the previous year.

ShengNuo Biotech: Controlling Shareholder Plans to Increase Holdings of the Company's Shares with 40 to 50 Million Yuan

36Kr learned that ShengNuo Biotech announced that its controlling shareholder, Sichuan Sainuo Investment Co., Ltd., plans to increase its holdings of the company's shares with 40 to 50 million yuan. The Sichuan Branch of Bank of China Limited has issued a "Loan Commitment Letter" to Sainuo Investment, agreeing to provide a special loan for Sainuo Investment to increase its holdings of the company's shares. The maximum loan amount shall not exceed 45 million yuan, with a term of 3 years.

China Nonferrous Metal Mining (Group) Co., Ltd. (CMN): Net profit in the first half of the year is expected to increase by 87.89% - 114.73% year-on-year

36Kr learned that CMN released its performance forecast for the first half of 2026. It is estimated that the net profit attributable to shareholders of the listed company in the first half of 2026 will be between 1.05 billion yuan and 1.2 billion yuan, a year-on-year increase of 87.89% - 114.73%.

Golden Dragon Fish's Fuyu Biotechnology Co., Ltd. Increases Capital to 2.56 Billion, with an Increase of Approximately 33%

36Kr learned that Tianyancha App shows that recently, there has been an industrial and commercial change in Yihai Kerry (Fuyu) Biotechnology Co., Ltd. Its registered capital has been increased from 1.925 billion yuan to 2.56 billion yuan, with an increase of approximately 33%. The company was established in April 2018, and its legal representative is Chen Xuesong. Its business scope includes grain procurement, grain and oil storage services, grain sales, and feed raw material sales. It is wholly owned by Yihai Kerry Golden Dragon Fish Foodstuff Group Co., Ltd.

Hanwha Group Plans to Invest 55 Trillion South Korean Won in Aerospace and AI by 2040

Hanwha Group, South Korea's largest defense and aerospace company, said on Friday that it plans to invest 55 trillion South Korean won (about $35.6 billion) in the aerospace and artificial intelligence (AI) sectors by 2040 for the development of launch vehicles, satellites, and AI data centers. (Sina Finance)

Is FF's Los Angeles headquarters empty? Company response: False

On July 3rd, Faraday Future issued a statement saying that the company recently noticed some false information circulating on certain online platforms, such as the so - called "FF's Los Angeles headquarters is empty". FF's factory in Hanford is not closed. This is a normal relocation of the global headquarters to Silicon Beach in Los Angeles (El Segundo). The location filmed in the online video is the former old headquarters of FF in Gardena. FF stopped using it at the end of March this year. The so - called statement that "FF's Los Angeles headquarters is empty" is seriously misleading and a malicious distortion of the fact of the company's normal office relocation. (Jiemian)

The latest SDK of Apple's iOS 27 Beta operating system includes Apple's intelligent features

36Kr learned that Apple's official WeChat account for developers announced in a post that the iOS 27 Beta operating system is now available for download. The latest SDK brings new features, including platform design optimization, Apple's intelligent features, and a new AI development framework.

Xibei Catering Group Exits Xiaonv Dajia

36Kr learned that Tianyancha App shows that recently, Shenzhen Xiaonv Dajia Enterprise Management Co., Ltd. has undergone industrial and commercial changes. The former shareholder, Inner Mongolia Xibei Catering Group Co., Ltd., has exited, and Guangzhou Pinxin Yuegu Enterprise Management Co., Ltd. has been added as a new shareholder. The company was established in April 2020, with Luo Hongyong as its legal representative and a registered capital of 7.716 million RMB. Its business scope includes catering management, catering consulting services, etc. It is now jointly held by Shenzhen Daluo Enterprise Management Co., Ltd., Ningbo Pushi Enterprise Management Consulting Co., Ltd., and the above - mentioned new shareholder.

Alibaba Cloud Announces Charges for the Databridge Agent Function of Its AI-Native Database Service Product

36Kr learned that the official website of Alibaba Cloud shows that the Databridge Agent, an AI-native database service product, will officially switch to commercial billing on August 1, 2026.

Investment and Financing:

Xinghe Dynamics Increases Capital to 520 Million Yuan

36Kr learned that Tianyancha App shows that recently, Beijing Xinghe Dynamics Space Technology Co., Ltd. has undergone industrial and commercial changes. Its registered capital has increased from approximately 430 million yuan to approximately 520 million yuan, an increase of about 21%. The company was established in February 2018, with Liu Baiqi as its legal representative. Its business scope includes technological development, transfer, consultation, and services in the aerospace field, etc. It is jointly held by Beijing Zhiyuan Exploration Management Consulting Center (Limited Partnership), Liu Baiqi, Liu Jianshe, etc.

“Gestala Technology” Completes RMB 420 Million Angel + Round of Financing

36Kr learned that “Gestala Technology” announced the completion of a RMB 420 million angel + round of financing. This round of financing was led by China Media Capital, and co - invested by many leading domestic and international investment institutions such as C Capital, Sequoia Capital China, Lens Technology, CECEP Health Fund, Sinovation Ventures, Lingang Science & Technology Innovation Investment, Fudan Furuong Capital, and Guotai Venture Capital. Old shareholders such as Daotong Capital, Yunshi Capital, Qingsong Capital, and Gobi Partners continued to over - subscribe. China Renaissance served as the exclusive financial advisor.

New Products:

xTool O1 UV Printer Officially Launched

36Kr learned that recently, xTool held a European brand launch event in Berlin, Germany, and officially introduced the xTool O1 UV printer to the world. The O1 integrates four printing capabilities, namely UV, DTF, DTG, and UV DTF, into a single device, covering a variety of materials such as wood, metal, acrylic, glass, stone, fabric, and leather. In addition, xTool also launched the Atomm creator platform and uses AI tools such as AImake to help users complete the transformation from ideas to designs and from designs to production.

Github Copilot Integrates with the Open-Source Model Kimi K2.7

36Kr learned that Dark Side of the Moon announced that Github Copilot has integrated with the first open-source model, Kimi K2.7. ​​​

Pre - sale of XPeng MONA L03 Launched

36Kr has learned that the pre - sale of XPeng MONA L03 was launched on the evening of July 2nd and it will be globally launched in Munich, Germany on July 16th.

Today's Views:

Tencent's QClaw Product Manager Zhang Shuyu Leaves, Says There's No "Horse Racing" Internally

On July 2nd, it was reported that Zhang Shuyu, the person in charge of Tencent's QClaw, had left the company. Reporters noticed that Zhang Shuyu herself posted on a social platform, stating that she had left Tencent on June 29th. She also recalled her experience of developing the consumer - facing product QClaw for the first time and mentioned that "QC and WB have the same boss, and the growth team was composed of the same group of people for some time", thus clarifying that there has never been "horse racing" between QClaw and Workbuddy within Tencent. Reporters sought verification from Tencent on this matter, but as of press time, there has been no response. Another informed source told reporters from Southern Metropolis Daily that Zhang Shuyu is the product manager of QClaw. (Southern Metropolis Daily)

Other news worthy of attention:

The central bank and other departments solicit public opinions on the "Measures for the Cybersecurity Management of the Financial Industry (Draft for Comment)"

36Kr learned that according to the website of the central bank, in order to further standardize the cybersecurity management of the financial industry, the People's Bank of China, the National Financial Regulatory Administration, the China Securities Regulatory Commission, and the State Administration of Foreign Exchange have jointly drafted the "Measures for the Cybersecurity Management of the Financial Industry (Draft for Comment)" and are now soliciting public opinions.

State Council: Strengthen Supervision over Offshore Wind Power, Oil and Gas Development and Construction Activities

36Kr learned that the State Council has issued the "15th Five-Year Plan for the Construction of a Beautiful China", which mentions deepening the protection of the marine ecological environment. Improve the pattern of marine ecological environment protection featuring overall planning of land and sea and coordinated linkage between near - and far - sea areas. Designate key sea areas for national ecological environment governance, their control areas, and the scope of provincial - level key sea areas, and implement comprehensive governance efforts. Deepen the governance and control of land - based pollution, strengthen the cleaning and resource utilization of marine garbage, and basically complete the investigation and rectification of sewage outfalls into the sea in key sea areas. Strengthen the environmental improvement and supervision of mariculture, and improve the environmental quality of seaside areas such as bathing beaches. Strengthen the supervision of offshore wind power, oil and gas development and construction activities. Promote the comprehensive investigation of the marine ecological environment in an orderly manner, carry out the protection and restoration of typical marine ecosystems and evaluate the effectiveness, and strengthen the protection and supervision of important marine species and their habitats. Promote the innovation of protection and governance mechanisms from mountain tops to the sea in areas such as the Chaobai River - Bohai Bay and the Jiulong River - Xiamen Bay.