Core Insights - Kuaishou reported Q2 2025 revenue of 35 billion yuan, a year-on-year increase of 13.1% [1] - Net profit for Q2 2025 was 4 billion yuan, down from 4.9 billion yuan in the same period of 2024 [1] - Adjusted net profit, based on non-IFRS measures, was 5.6 billion yuan, compared to 4.7 billion yuan in Q2 2024 [1] Operational Performance - Average daily active users reached 408.9 million, up from 395.3 million in Q2 2024 [1] - Average monthly active users increased to 714.8 million, compared to 691.8 million in the same period last year [1] - Average revenue per daily active user from online marketing services was 48.3 yuan, an increase from 44.3 yuan in Q2 2024 [1] - Total gross merchandise value (GMV) for e-commerce was 358.8 billion yuan, up from 305.3 billion yuan in Q2 2024 [1]

Core Insights - The global market is on the brink of an explosion in embodied intelligence, with artificial intelligence accelerating towards AGI (Artificial General Intelligence) [2] - By 2025, embodied intelligent robots are expected to reach a commercial development turning point, becoming the next generation of mass intelligent terminals following smartphones and automobiles [2] Company Strategy - The core strategy of the company focuses on developing general-purpose humanoid robots, aiming to create a comprehensive software and hardware platform that is strong in intelligence and easy to collaborate with [2] - The company plans to progressively implement commercial applications in industrial, commercial, and home scenarios, ultimately building an application ecosystem for general intelligent machine platforms [2] Ecosystem Development - The company emphasizes that ecosystem co-construction is a key driver for scaling the embodied intelligence industry, making it one of its core strategies [2] - The company aims to gather global innovation forces through three main paths: open-source initiatives, integration, and capital empowerment [2] Technological Advancements - The company has open-sourced its robot middleware AimRT and a million real machine datasets, and launched the first embodied intelligent operating system "Lingqu OS" to promote standardization, scaling, and ecological development in the industry [2] Commercial Ecosystem - The company implements a "be integrated strategy," leveraging its platform technology to integrate leading industry partners in R&D, marketing, and delivery, covering eight scenarios including reception, entertainment, industrial manufacturing, and logistics sorting [3] - A layered distribution system is being constructed to clarify responsibilities and rights, and establish incentive mechanisms to effectively lower cooperation thresholds [3]

Core Viewpoint - BYD's chief engineer, Lian Yubo, has been nominated for the Chinese Academy of Engineering, highlighting his significant contributions to the automotive and new energy sectors in China [2][30]. Group 1: Lian Yubo's Background and Career - Lian Yubo, born in December 1964, initially pursued a career in aviation before transitioning to the automotive industry [4][5]. - He joined BYD in 2004 after a successful career at various automotive companies, where he developed significant expertise in vehicle design and engineering [18][24]. - Lian played a crucial role in establishing BYD's vehicle manufacturing processes and led the development of several successful models, including the F3, which became the fastest-selling model in its category [24][28]. Group 2: Contributions to BYD and the Industry - Under Lian's leadership, BYD developed key technologies such as the DM-i hybrid technology and the blade battery, which have been pivotal in the company's rise to prominence in the new energy vehicle market [26][28]. - Lian's engineering team was responsible for the successful launch of BYD's first dual-mode electric vehicle, the F3DM, and the pure electric e6, which showcased BYD's innovative capabilities [26][30]. - BYD's transformation from a secondary player to a leading automotive manufacturer, achieving sales of 4 million vehicles, can be attributed to Lian's strategic vision and technical expertise [28][30].

Core Viewpoint - Vivo is upgrading its imaging strategy to meet the diverse needs of users, transitioning from a focus on imaging tools to becoming a cultural carrier, and expanding its approach from single-point scenarios to integrated scenarios, from professional capabilities to mass accessibility, and from singular technology to an open ecosystem [1] Group 1 - Vivo's imaging strategy is evolving to address the diversification of user demands [1] - The upgrade includes a shift from imaging tools to cultural carriers [1] - The strategy emphasizes moving from single-point scenarios to integrated scenarios [1] Group 2 - The focus is on transitioning from professional capabilities to mass accessibility [1] - Vivo aims to expand from a single technology approach to an open ecosystem [1]

Core Insights - Baidu's MuseSteamer audio-video integration model has completed an upgrade, achieving the industry's first multi-person audio-video generation [2] - The upgraded versions, including Turbo, Lite, Pro, and a full audio version, are now available for users through Baidu search or the "Hui Xiang" platform [2] - The model is the world's first Chinese audio-video integration I2V model, featuring innovative Latent Multi-Modal Planner technology [2] Group 1 - The MuseSteamer can autonomously coordinate multiple roles, emotions, and interaction logic, achieving over 98% accuracy in rendering Chinese speech details and emotional expressions [2] - It delivers cinematic-quality HD video, realistic environmental sound effects, and natural character voices in synchronized output [2] - The model has been applied in various scenarios, including Baidu search and marketing, with pricing reduced to 70% of industry standards [2] Group 2 - Industry experts note that the upgrade not only enhances quality but also significantly reduces creative costs [2] - Renowned visual effects supervisor Yao Qi showcased a sci-fi short film "Return" created with MuseSteamer 2.0, stating that it eliminates the need for million-dollar budgets for Hollywood-level shots [2]

责任编辑：李思阳 8月21日消息，海尔集团董事局主席、首席执行官周云杰发微博表示，最近，大家讨论海尔兄弟续集的 热度不减，在评论区也提出了很多的建议和意见，非常感谢大家的关注。 周云杰还表示，"8月26日，我们会专门安排一场新老朋友的见面会，倾听大家对海尔兄弟续集的畅想， 分享创制的最新进展。你对海尔兄弟续集有什么建议，想了解哪方面的信息，欢迎在评论区告诉我。" ...

Group 1 - BOSS Zhipin announced the appointment of Chen Xu as the new president effective August 20, 2025, to optimize governance structure and enhance organizational efficiency [1] - Chen Xu will report directly to the company's founder, chairman, and CEO Zhao Peng [1] - Chen Xu will no longer serve as Chief Marketing Officer from the effective date but will continue as an executive director [1] Group 2 - Chen Xu, aged 49, has over 24 years of marketing experience in the Greater China region [1] - Prior to joining BOSS Zhipin, Chen Xu served as Vice President at JiuXian.com from November 2015 to November 2016 [1] - Chen Xu has been a director at BOSS Zhipin since May 2021 and was reappointed as an executive director on December 16, 2022 [1] Group 3 - Dong Mengyuan has resigned from her positions as independent non-executive director, chair of the audit committee, member of the remuneration committee, and member of the corporate governance committee [1] - Liu Hongyu has been appointed as the chair of the audit committee and a member of the corporate governance committee [1] - Li Yan has been appointed as a member of the remuneration committee [1]

Core Viewpoint - Vivo has introduced the Vivo Vision, which is claimed to be the lightest MR headset in the world, weighing only 398 grams [1] Company Summary - The product manager of Vivo's smart terminal division, Hong Yi, presented the Vivo Vision at the launch event [1] - The emphasis on the lightweight design positions Vivo Vision as a competitive product in the mixed reality headset market [1]

Core Insights - DeepSeek announced the release of DeepSeek-V3.1 and will adjust the API pricing effective September 6, 2025 [1][3] - The new pricing structure includes input prices of 0.5 CNY per million tokens for cache hits and 4 CNY per million tokens for cache misses, with output prices set at 12 CNY per million tokens [1] Group 1: Upgrade Features - The V3.1 upgrade introduces a hybrid reasoning architecture that supports both thinking and non-thinking modes within a single model [3] - Enhanced thinking efficiency allows DeepSeek-V3.1-Think to provide answers in a shorter time compared to its predecessor, DeepSeek-R1-0528 [3] - Improved agent capabilities through post-training optimization significantly enhance the model's performance in tool usage and agent tasks [3] Group 2: User Experience - The official app and web model have been upgraded to DeepSeek-V3.1, allowing users to switch freely between thinking and non-thinking modes via a "deep thinking" button [3]

责任编辑：杨赐 新浪科技讯 8月21日下午消息，在vivo Vision发布会暨影像盛典上，vivo执行副总裁、首席运营官、vivo 中央研究院院长胡柏山发表演讲。胡柏山表示，今年3月，vivo成立机器人Lab，以连接物理世界和数字 世界。他还称，在机器人赛道，vivo将会聚焦打造机器人的"大脑"和"眼睛"。 ...