腾讯高层在业绩沟通会上表示，我们与苹果公司有非常好的关系，并在不同领域展开了合作，我们也在 持续沟通，以推动小游戏生态更进一步健康发展，让其更加活跃，到目前为止，我们对这一块的进展感 到非常乐观，可以说有建设性进展，也可以说我们对当前的进展持建设性态度。目前我们还需要进一步 去等待官方公告，请大家等一等。 责任编辑：何俊熹 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 新浪科技讯 11月13日晚间消息，近日有外媒报道，腾讯控股有限公司与苹果公司达成协议，苹果将负 责微信小游戏和应用程序中的支付，并从中抽取 15% 的佣金。在今日举行的腾讯集团Q3业绩沟通会 上，腾讯高管对消息进行了回应。 ...

Core Viewpoint - JD Group reported a strong performance in Q3 2025, with revenue of 299.1 billion RMB (approximately 42 billion USD), reflecting a year-on-year growth of 14.9%, exceeding expectations. However, net profit decreased to 5.3 billion RMB from 11.7 billion RMB in the same period last year [1]. Group 1: Financial Performance - Revenue for Q3 2025 reached 299.1 billion RMB (approximately 42 billion USD), marking a 14.9% year-on-year increase [1]. - Net profit for the quarter was 5.3 billion RMB, down from 11.7 billion RMB in the previous year [1]. Group 2: Strategic Outlook - JD Group's CEO expressed confidence in maintaining market share in home appliances and 3C categories, emphasizing the importance of collaboration with brand partners to navigate short-term industry challenges [1]. - The company aims to diversify its growth drivers, including supermarkets, health, fashion, and advertising services, which are all experiencing accelerated growth [1]. - User numbers and purchase frequency are showing strong growth, with over 40% year-on-year increase in the number of users placing orders during the recent Double 11 shopping festival, supporting healthy revenue growth for the upcoming year [1].

尽管 15% 的分成比例仅为苹果对多数开发者就应用内购所收取标准费率的一半，但此举标志着苹果正 积极切入中国快速增长的娱乐细分市场。微信小程序游戏完全内嵌于微信生态，该平台目前月活跃用户 达 14.1 亿，在截至 9 月的财季中，为这家中国市值最高的企业贡献了 323 亿元人民币的社交网络收 入。 【#曝苹果将对微信小程序支付抽成15%#】据彭博社报道，知情人士透露，腾讯公司已与苹果公司达成 一项协议，根据该协议，这家 iPhone 制造商将处理微信小游戏和应用中的支付事宜，并从中抽取 15% 的分成。 此项协议解决了双方历时逾一年的谈判僵局，不仅为苹果开辟了新的收入来源，也缓解了腾讯所面临的 压力。此前，苹果曾要求腾讯堵住应用开发者利用的漏洞，这些漏洞让开发者能将用户引导至外部支付 系统，从而绕过 iPhone 通常收取的 30% 佣金。 据其中一位知情人士透露，要符合资格，开发者需要签署某些苹果软件要求，例如其中一项要求是帮助 家长分享孩子的年龄段。 腾讯曾在去年 8 月披露，正与苹果就"经济可持续且公平"的条款进行磋商，拟允许这家美国科技巨头从 iPhone 端的小程序游戏及应用销售中分得一定比例收益。 ...

Core Insights - Bilibili reported total net revenue of 7.69 billion yuan (approximately 1.08 billion USD) for Q3 2025, representing a year-on-year growth of 5% [6] - The company achieved a net profit of 469.4 million yuan (approximately 65.9 million USD), compared to a net loss of 79.8 million yuan in the same period of 2024 [14] - Adjusted net profit, not in accordance with US GAAP, was 786.3 million yuan (approximately 110.5 million USD), marking a significant year-on-year increase of 233% [15] Financial Performance - Total net revenue for Q3 2025 was 7.69 billion yuan (approximately 1.08 billion USD), with revenue from value-added services at 3.02 billion yuan (approximately 424.6 million USD), up 7% year-on-year [6] - Advertising revenue reached 2.57 billion yuan (approximately 361 million USD), a 23% increase year-on-year, attributed to improved advertising products and efficiency [6] - Mobile gaming revenue was 1.51 billion yuan (approximately 212.2 million USD), down 17% year-on-year due to a high comparison base from the previous year [6] - Revenue from IP derivatives and other businesses was 582.3 million yuan (approximately 81.8 million USD), reflecting a 3% year-on-year growth [7] User Engagement - Average daily active users (DAU) for Q3 2025 reached 117.3 million, a 9% increase year-on-year [2] - Monthly active users (MAU) stood at 376 million, representing an 8% year-on-year growth [3] - The number of monthly paying users was 35 million, up 17% year-on-year [4] - Users spent an average of 112 minutes per day on the platform, a historical high, increasing by 6 minutes compared to the same period last year [5] Cost and Expenses - Cost of revenue was 4.87 billion yuan (approximately 683.7 million USD), a 2% increase year-on-year, primarily due to higher revenue-sharing costs [8] - Total operating expenses were 2.46 billion yuan (approximately 346.1 million USD), down 6% year-on-year [10] - Sales and marketing expenses decreased by 13% year-on-year to 1.05 billion yuan (approximately 147.6 million USD) due to reduced mobile game marketing spending [10] Profitability - Operating profit for Q3 2025 was 353.9 million yuan (approximately 49.7 million USD), compared to an operating loss of 66.7 million yuan in the same period of 2024 [12] - Adjusted operating profit, not in accordance with US GAAP, was 687.9 million yuan (approximately 96.6 million USD), a 153% year-on-year increase [12] Cash Flow and Share Buyback - Net cash provided by operating activities was 2.02 billion yuan (approximately 283.2 million USD), compared to 2.23 billion yuan in the same period of 2024 [16] - As of September 30, 2025, Bilibili held cash and cash equivalents totaling 23.49 billion yuan (approximately 3.30 billion USD) [17] - The company repurchased 6.4 million shares at a total cost of 116.4 million USD under a two-year share buyback plan approved in November 2024 [18]

【#小米汽车发布YU7车身安全详细内容#】@小米汽车 发文称：小米汽车始终坚持：安全是前提、安 全是基础、安全是一切。小米YU7车身安全理念：硬-用料扎实；软-高效吸收碰撞能量，以达到对乘员 舱充分、有效的保护。关于YU7车身安全的详细内容，大家可以仔细看看。 ...

Core Insights - The core viewpoint of the articles is that Xunlei's third-quarter financial performance exceeded expectations, driven by significant revenue growth across its main business segments and a substantial gain from its investment in Yingstone Innovation [1][2]. Financial Performance - Xunlei reported total revenue of $126.4 million for the third quarter, representing a year-over-year increase of 57.7% [1]. - Gross profit for the quarter was $60.5 million, with a gross margin of 47.9%, down from 50.5% in the same period last year, indicating a decline of 5.1% [1]. - The increase in gross profit was attributed to higher margins from online advertising, overseas voice live streaming, and membership services [1]. - The net profit based on GAAP was $550.1 million, a significant increase from $4.4 million in the same quarter last year [1]. - Non-GAAP net profit for the quarter was $5.3 million, compared to $4.9 million in the previous year [1]. Earnings Per Share - The diluted earnings per ADS under GAAP were approximately $8.60, compared to $0.07 in the same quarter last year [2]. - The diluted earnings per ADS under non-GAAP were approximately $0.09, slightly up from $0.08 in the previous year [2]. Strategic Insights - The CEO of Xunlei, Li Jinbo, highlighted that the investment in Yingstone Innovation was a major factor contributing to the quarterly profit, with an unrealized gain of approximately $545.8 million from this investment [2]. - The company anticipates that this investment will provide strategic advantages for exploring new expansion, research opportunities, and potential industry collaborations [2].

截至九月，万粉以上UP主数量同比增长超20%。在此基础上，创作者收入稳步提升。2025年前三季 度，近250万UP主在B站通过广告、直播、充电、课堂、小店等渠道获得收入，UP主的人均收入同比增 长22%。 B站董事长兼首席执行官陈睿表示：本季度，B站在社区生态与商业化双轮驱动下，实现了健康增长， 也证明了内容的价值。对于优质内容的长期投入，让B站成为了一个充满活力的社区，持续吸引着创作 者和用户的到来并长期留存。未来，我们将继续强化社区和商业的良性循环，促进社区繁荣，为用户创 造长期价值。 责任编辑：刘万里 SF014 11月13日晚间消息，哔哩哔哩公布截至2025年9月30日第三季度未经审计的财务报告。数据显示，2025 年第三季度，B站总营收为76.9亿元人民币，同比增长5%，增值服务、广告、游戏和IP衍生品及其他业 务分别贡献收入的39%、33%、20%和8%。 三季度，B站净利润从去年同期的亏损增至4.7亿元，净利润率为6.1%；调整后净利润为7.9亿元，同比 增加233%，调整后净利润率提升至10.2%。 用户数据方面，三季度，B站日均活跃用户达1.17亿，同比增长9%；月均活跃用户达3.76亿，同 ...

Core Insights - Lenovo Group signed a strategic cooperation agreement with Zhengzhou Airport Economic Comprehensive Experimental Zone to establish the Lenovo Intelligent Body Factory Central China Headquarters project [1] - The project aims to create the largest intelligent innovation incubation base in China, focusing on five key areas: cross-border trade, intelligent manufacturing, smart energy, smart tourism, and health [1] - The investment scale for the project is set at 1.5 billion yuan, with a goal to attract over 100 upstream and downstream enterprises related to large models and register 100 large models within three years [1] Project Overview - The core of the project is to build an industrial ecosystem consisting of "one digital foundation + five centers," which includes a shared computing power center and a corpus sharing center to support AI cognition and decision-making [2] - The five centers encompass an intelligent body incubation and trading center, an industry-university-research center, and an intelligent body operation center, providing a standardized incubation platform for the entire lifecycle of AI development to commercialization [2] - The deployment of Lenovo's "1+N Intelligent Body" architecture in the Zhengzhou Airport area will leverage the region's unique advantages in air logistics, advanced manufacturing, and openness to promote intelligent transformation across the five targeted sectors [2] Strategic Goals - Lenovo aims to drive the development of the real economy and industrial transformation through AI technology, positioning the Zhengzhou Airport area as a benchmark for intelligent body industry development [2] - The project is intended to serve as a core vehicle for Lenovo's "hybrid artificial intelligence" strategy nationwide, with the goal of establishing a comprehensive and practical intelligent body industry community in China [1][2]

Core Insights - JD Group reported Q3 2025 revenue of 299.1 billion RMB (approximately 42 billion USD), a year-on-year increase of 14.9%, exceeding expectations [1] - Net profit for Q3 was 5.3 billion RMB, down from 11.7 billion RMB in the same period last year [1] Retail Business Performance - The core retail business of JD Group strengthened its market position, with daily necessities category revenue growing by 18.8%, approximately four times the industry average growth rate [1] - Supermarket category revenue achieved double-digit growth for seven consecutive quarters [1] - Clothing and footwear category revenue growth was about eight times the industry average [1] - New businesses, including food delivery, saw a revenue increase of 214% year-on-year, accelerating growth compared to Q2 [1] Service Revenue Growth - Service revenue grew by 30.8% year-on-year, marking the highest growth rate in nearly two years, with revenue share reaching a historical high of 24.4% [1] User Growth and Business Strategy - The annual active user count surpassed 700 million in October, marking a new milestone [2] - The core retail business has established a multi-engine complementary growth matrix [2] - JD Group aims to consolidate its leading market position in the home appliance category while exploring growth potential in daily necessities and advertising services [2] - The food delivery business continues to expand, with improved unit economics leading to reduced losses [2] - Overall, all business segments are making steady progress, with expectations for synergistic growth to unlock long-term development potential [2]

新浪科技讯 11月13日下午消息，11月12日，有多名网友发布视频显示，湖南张家界天门山国家森林公 园景区，一辆汽车在"天梯"上进行爬台阶挑战，结果却从台阶上溜下，还撞坏了天梯护栏。 昨日深夜，奇瑞汽车发布致歉声明。奇瑞汽车表示，经初步调查核实，此事故的直接原因是，测试装置 的安全防护绳固定点卸扣意外脱落，进而导致防护绳缠绕右侧车轮，动力输出受阻，车辆下滑撞击护 栏。并表示，对于此次测试造成的天门山场地损失，承诺全力修复并承担赔偿责任。 对此，《BUG》栏目致电天门山国家森林公园，景区工作人员回应称："天梯线路今天已经正常开 放。"关于此前被奇瑞汽车撞坏的护栏，对方表示："已经做好了安全措施。"至于为何奇瑞新车能够开 上天门山？上述工作人员解释称："这是我们公司与车企合作的一次天梯挑战活动，今天已经不影响游 客正常游览了。" 责任编辑：何俊熹 公开资料显示，天门山"天梯"全长近300米，垂直落差150米，共有999级台阶，是通往天门洞的主要途 径。有网友认为，"把价格打下来，把质量做好，没有多少人开车去爬楼梯，消费者要的不是这种。"还 有网友质疑，"奇瑞做这个测试和之前始祖鸟炸山不是差不多么？" ...