Group 1 - JD announced an investment of over 1.3 billion yuan in employee benefits during the Spring Festival, including overtime pay and bonuses for frontline workers [3] - OpenAI is shifting its focus towards the commercialization of ChatGPT, reallocating resources from long-term research, which has led to the departure of several executives [4] - Xpeng Motors has merged its autonomous driving and smart cockpit centers into a new General Intelligence Center, aimed at enhancing AI capabilities across various applications [7] Group 2 - Porsche's global deliveries are expected to decline by 10% in 2025, with a significant drop of 26% in the Chinese market, reflecting a strategic focus on maintaining brand value over sheer sales volume [11] - PepsiCo plans to reduce the prices of certain snack products by up to 15% in response to consumer feedback regarding high prices [12] - Douyin will stop the paid collection feature starting February 5, 2026, as part of a regular product iteration, which will not affect creators' monetization efforts [12] Group 3 - The AI Coding Plan service launched by Moore Thread aims to integrate domestic chips and models in the AI programming tool sector, offering various subscription plans [12] - The first AI percutaneous navigation robot in China has been approved for market release, enhancing the precision of minimally invasive surgeries [19] - QuestMobile reported that the monthly active user base reached 1.276 billion, with an average usage time of 186.2 hours, driven by the growth of AI applications [19]

以下文章来源于睿兽Pro ，作者Bestla 睿兽Pro . 创业邦旗下横跨一二级市场的科创数据平台。实时投资数据、追踪产业创新。找数据、做分析、链资 源，就上睿兽分析。 上周基金重点事件回顾丨01.26-02.01 睿兽分析每周整理最值得关注的基金重点事件，帮助大家及时了解全球私募股权基金 市场动向。 政府引导基金 昆山设立50亿元人工智能产业基金 1月29日下午，在2026年昆山新型工业化推进会暨人工智能创新发展大会上，昆山市人工智能产业 基金发布，基金总规模达50亿元，首期规模20亿元。此次设立的昆山市人工智能产业基金由创控集 团作为发起方，联合苏创投、华映资本等知名机构共同设立，重点投向人工智能核心硬件、算力基础 设施、大模型、AI+制造等重点领域，全力支持本地人工智能企业成长与生态构建。 （昆山发布） 四川凉山将设立超40亿商业航天专项基金 近日，四川凉山州经济和信息化局等4部门印发《凉山州支持商业航天产业集聚发展专项政策（试 行）》，提出设立不低于40亿元的商业航天产业专项基金，支持火箭、卫星研制及应用、航天大数 据等相关企业落地。该政策旨在推动形成覆盖研发制造、发射服务、数据应用的全产业链集聚发 ...

欢迎加入 睿兽分析会员 ，解锁 AI、汽车、智能制造 等相关 行业日报、图谱和报告 等。 更多AIGC资讯…… 扫码可订阅产业日报 1.【智谱开源GLM-OCR模型】2月3日，智谱宣布正式发布并开源GLM-OCR。据介绍，该模型仅 0.9B参数规模，支持vLLM、SGLang和Ollama部署，在公式识别、表格识别、信息抽取的多项主流 基准中均取得SOTA表现。（格隆汇） 2.【OpenAI推出Codex应用】OpenAI当地时间2月2日宣布推出Codex应用，该应用现已登陆 macOS系统，Windows版本即将上线。OpenAI表示，借助Codex应用可实现：并行使用多个智能 体，通过工作树隔离智能体的修改操作；创建并使用技能，将工具与规范打包为可复用的功能模块； 搭建自动化流程，通过后台的定时工作流，将重复性工作交由Codex代劳。（搜狐） 3.【国内首款AI经皮穿刺导航机器人获批上市】2月3日，据武汉经开区消息，由武汉经开区企业武汉 市龙点睛智能科技有限公司自主研发的"龙点睛穿刺手术导航设备"，近日正式通过国家药品监督管理 局（NMPA）三类医疗器械审批，获准上市，有望帮助更多医生安全、精准、高效地开 ...

Core Viewpoint - The article highlights the journey of WOOK, a company founded by Xu Longhua, from a small startup in Indonesia to a significant player in the cross-border e-commerce sector, emphasizing the importance of building trust and a robust business ecosystem in a fragmented market [5][31]. Group 1: Company Background and Development - In 2010, Xu Longhua, previously working at TCL, was inspired by the fragmented Southeast Asian market and decided to create a reliable option for consumers, leading to the establishment of WOOK [6][10]. - WOOK started with a focus on mobile accessories under the brand VIVAN, promoting a one-year warranty, which was initially met with skepticism but eventually gained traction as consumers recognized the value of quality assurance [11][13]. - By 2017, WOOK evolved from a brand manufacturer to a central hub for the retail network, investing over 200 million yuan to build a comprehensive digital system that integrates design, procurement, warehousing, logistics, sales, and after-sales services [18][19]. Group 2: Business Model and Strategy - WOOK's operational model emphasizes deep local engagement, with around 1,700 local employees acting as digital consultants to help small retailers integrate into modern commerce [19][20]. - The company has developed a dual product strategy, offering both proprietary brands and partnerships with well-known brands to meet diverse consumer needs [19][20]. - WOOK has also established a strong online presence, launching flagship stores on platforms like Shopee and Tokopedia, and building a network of over 100,000 local KOLs to drive sales through social media [20][25]. Group 3: Financial Performance and Market Position - WOOK's financials show a steady growth trajectory, with projected revenues of 908.36 million yuan in 2023, increasing to 1.05 billion yuan in 2024, and a net profit growth from 47 million yuan to 62 million yuan over the same period [29][30]. - The company maintains a strong market position in Indonesia, ranking first among Chinese cross-border companies in the 3C accessories sector and sixth in small appliances, contributing over 90% of its revenue from the Indonesian market [31]. Group 4: Future Outlook - WOOK is set to submit its IPO application to the Hong Kong Stock Exchange in 2026, marking a significant milestone in its growth journey [27]. - The company aims to continue building a trustworthy network and infrastructure in Indonesia, demonstrating a commitment to long-term growth rather than short-term gains [26][32].

Core Insights - The article discusses the competitive landscape among major Chinese tech companies, particularly focusing on their advancements in AI and large language models, highlighting Tencent, Alibaba, and ByteDance's strategies and developments in this space [5][7][10]. Group 1: Tencent's Strategy - Tencent has been cautious in its AI investments over the past two years but began to change its approach in 2025 by hiring top talent and restructuring its AI teams, with the recruitment of Yao Shunyu marking a significant turning point [5][6][10]. - Yao Shunyu identified issues with Tencent's existing large language model, "Hunyuan," noting that its performance was compromised by data contamination from leaderboard-focused training [4][5]. - Tencent's "Yuanbao" AI product, initially lagging behind competitors, saw a significant increase in daily active users after integrating the DeepSeek model, achieving a tenfold growth in just one week [27][44]. Group 2: Alibaba's Approach - Alibaba introduced the concept of "Tongyun," integrating AI, cloud computing, and chip development, positioning itself as a full-stack AI company [7][10]. - Despite lower profitability compared to its competitors, Alibaba plans to increase its investment in AI infrastructure from 380 billion to 480 billion yuan over the next three years [7][10]. - The "Qianwen" app, previously known as "Tongyi," has become a central player in Alibaba's AI strategy, rapidly iterating and developing capabilities to compete with ByteDance's "Doubao" [54][62]. Group 3: ByteDance's Competitive Edge - ByteDance's "Doubao" became the first AI product in China to surpass 100 million daily active users by the end of 2025, showcasing its rapid growth and user engagement [9][33]. - The company has focused on aggressive investment in AI talent and infrastructure, aiming to become a global leader in large models, with a target to rank at least third worldwide [10][66]. - ByteDance's strategy includes leveraging its existing platforms like TikTok to enhance user acquisition for its AI products, demonstrating a strong synergy between its core business and new AI initiatives [9][59]. Group 4: Industry Dynamics - The competition among these tech giants is likened to a "Midway battle," where losing could mean losing the future, emphasizing the high stakes involved in AI development [16][17]. - The article highlights the importance of internal collaboration and resource sharing among different business units within these companies to enhance their AI capabilities [56][58]. - The talent war in AI is intensifying, with companies like Tencent actively recruiting from competitors to bolster their AI teams, reflecting the critical role of human resources in this technological race [66][70].

扫码可订阅产业日报 欢迎加入 睿兽分析会员 ，解锁 AI、汽车、智能制造 等相关 行业日报、图谱和报告 等。 1.【保时捷中国总裁及CEO潘励驰：保时捷的"过冬"手册，收缩、重仓与不妥协】2025年，保时捷 全球交付27.94万辆新车，同比下滑10%，创下自2009年以来的最大年度跌幅。而在中国市场的销 量滑坡更为惊人，2025全年仅售出4.19万辆，同比下滑26%，几乎跌回十年前水平。 "这样的结果 在我们的预期之内。"保时捷中国总裁及CEO潘励驰（Alexander Pollich）在接受媒体采访时表现得 十分理性："我们不会舍本逐末，竭尽所能地追求销量、追求市场份额，我们要维持供需平衡，保持 品牌和产品的价值。"（21财经） 2. 【吉利银河M7官图发布，搭载1.5L插混系统，纯电续航225公里】吉利银河于近期正式发布全新 插混SUV车型—— 银河M7的官方图片，该车作为银河M系列首款电混SUV，定位介于银河星舰7与 银河M9之间，主打家用出行市场，新车搭载1.5L插混系统，拥有225km的纯电续航以及1730km的 综合续航，计划2026年上半年上市，上市后将对标比亚迪宋Pro DM-i、哈弗枭龙MA ...

Core Viewpoint - SpaceX is shifting its strategy from merely connecting the Earth to providing computational resources through a proposed deployment of up to 1 million satellites, aiming to create a "space AI empire" valued at approximately $1.25 trillion [2][10]. Group 1: SpaceX's Strategic Shift - SpaceX has applied to deploy up to 1 million satellites, marking a fundamental shift in its strategy towards providing computational capabilities rather than just connectivity [2][5]. - The acquisition of xAI for stock is a critical component of this strategy, with SpaceX's valuation at around $1 trillion and xAI at approximately $250 billion [2][10]. - The goal is to establish a massive computational system in low Earth orbit, utilizing solar energy and enabling AI model inference and machine learning [8][10]. Group 2: Competitive Landscape - The near-Earth orbit is expected to become crowded, with China also applying for approximately 203,000 satellite frequency resources [4][5]. - The competition is driven by a "first come, first served" rule, with significant implications for information sovereignty and resource allocation in space [5][6]. - Other players, including China's satellite network initiatives, are responding to SpaceX's aggressive strategy by submitting their own satellite constellation plans [13][32]. Group 3: Business Model Transformation - SpaceX is transitioning from a telecommunications company charging for internet access to a cloud computing company renting out computational power, expanding its market potential from billions to trillions [18][19]. - The new model will allow SpaceX to compete directly with established cloud service providers like Amazon AWS and Microsoft Azure [20][29]. - The anticipated cost advantages of space-based computation could disrupt the AI industry by providing a more efficient means of generating AI computational power [20][21]. Group 4: Technological and Regulatory Challenges - The deployment of 1 million satellites poses significant technical challenges, including the need for advanced radiation-resistant chips and high-speed inter-satellite communication [23][24]. - Regulatory approval for such a large-scale deployment is uncertain, as previous applications for smaller satellite constellations have faced delays [24]. - The successful execution of this plan will require overcoming substantial logistical and operational hurdles, including the need for a high frequency of launches [24][25]. Group 5: Implications for Global Technology Landscape - SpaceX's strategy could redefine the competitive landscape for cloud computing and AI, creating a globally distributed computational network that is not bound by geographical or political constraints [29][30]. - This shift may lead to a new type of technology giant that controls orbital computational resources, fundamentally altering the infrastructure of the digital economy [46]. - The race for orbital resources is not just a commercial competition but also a strategic maneuver in the context of global power dynamics [6][29].

以下文章来源于定焦One ，作者定焦One团队 定焦One . 深度影响创新。 来源丨定焦One（ID：dingjiaoone） 作者丨王璐 编辑丨魏佳 图源丨Midjourney 年关将至，最忙的除了打工人，还有机器人。在租赁市场上，人形机器人正成为各类活动的热门选 择。 这股风潮，自2025年春晚舞台上身穿花棉袄扭秧歌的机器人开始，短短一年间，它们从屏幕蔓延到 现实，频繁现身企业年会、商场开业与文旅活动现场，扮演起"流量担当"。 不只是在春晚舞台，在线下，人形机器人租赁的需求也颇为旺盛。与央视主持人合拍宣传片、登上大 学联欢晚会，在企业年会跳《大花轿》、进影视剧组表演咏春拳，这些日薪高达数千甚至上万元 的"硅基打工人"，早已加入赶场大军。 但热闹之下，问题也随之出现。最常见的包括价格体系混乱、服务标准不一、宣传效果与实际表现不 符，甚至出现"花万元租机器人，台上只跳三分钟"的落差感。 看似繁荣的租赁需求，究竟是人形机器人走向商业化的一条通路，还是仅仅由年会、商演等短期场景 托起的泡沫？机器人租赁，是一门真正可持续的生意吗？ 年会旺季到来 机器人比人还忙 "能跳《大花轿》还会后空翻的（人形机器人租赁方）联系 ...

Group 1 - Tesla's third-generation humanoid robot is set to be unveiled, with an expected annual production capacity of 1 million units by the end of 2026, as the Fremont factory's Model S/X production line will be converted for this purpose [2] - Rokid is collaborating with a leading domestic large model company to develop a new generation of AI glasses driven by generative AI and AI agents, with current daily sales of approximately 1,200 units [2] - Samsung SDI reported a continued loss in Q4 2025, with a net profit of 207.8 billion KRW (approximately 142.4 million USD) for Q4 2024, and an operating loss of 299.2 billion KRW, which is an increase from the previous year's loss [2][3] Group 2 - VinFast plans to accelerate its expansion into Southeast Asia, targeting markets such as the Philippines, Indonesia, India, Thailand, and Malaysia, with plans to establish hundreds of retail outlets by 2027 [2]

「IPO全观察」 栏目聚焦首次公开募股公司，报道企业家创业经历与成功故事，剖析公司商业模式和 经营业绩，并揭秘VC、CVC等各方资本力量对公司的投资加持。 作者丨漫地 编辑丨 关 雎 刚刚，东鹏饮料（集团）股份有限公司在港交所上市，成为"A+H"能量饮料第一股。 早在 2021年5 月 ，该公司已在 上 交 所上市。 曾几何时，一句"累了困了，喝东鹏特饮" 响彻街头巷尾。 作为东鹏饮料的主力产品， 2023年 ，东 鹏特饮 的年 销售 收入 突破 100 亿 元。 2024年，达到133亿元。 如今，这家把能量饮料带到蓝领 人群中的饮料企业，正凭借能量饮料和 茶饮料 畅销全国、走到海外。 本次IPO，东鹏饮料的发行价为每股248港元，全球发行4088.99万股H股，募资规模达101亿港元。 截至发稿，市值1388亿港元。 更值得关注的是其基石投资者阵容——东鹏饮料已与15家基石投资者达成承诺认购 协议 ,其中包括卡 塔尔投资局(QIA)、淡马锡、摩根大通资产管理、瑞 银资产 管理、贝莱德、富达、兰馨亚洲、保银 (Pinpoint)、红杉中国、嘉里集团、盈科拓展集团等 顶级机构 。这些基石投资者已经提前累计认购 ...