「Going Global 出海周报」 是创业邦推出的出海系列栏目，旨在为出海领域的创业者和投资人精选 出海大事件、海外大公司、投融资消息，本篇 为栏目 第 302 篇 报道。 整理丨薛皓皓 本周（ 2025.09.22-2025.09.28 ）出海大事件有 ： 淘宝将首次在 20 国同步启动双 11 ； TikTok Shop 跨境 POP 欧洲入驻门槛放宽； Temu 英国业 务发展迅猛， 2024 年营收和税前利润翻倍增长；追觅回应强制员工投资传闻；伯克希尔清仓比亚迪，芒格牵线促成的这笔投资狂赚超 38 倍； TikTok 美 国运营方案逐步成型，广告主仍处观望状态；罕见苹果 Apple-1 电脑拍出 47.5 万美元高价，超预估价近 60% ；阿维塔计划四季度向港交所递交上市申 请 出海四小龙 淘宝将首次在 20 国同步启动双 11 9 月 22 日，淘宝出海宣布今年双 11 将在海外市场投入 10 亿元的营销补贴，据淘宝出海估算，今年将有 10 万商家实现海外成交翻倍的目标。淘宝出海 总经理叶剑秋介绍，今年的双 11 将首次同步在全球 20 个国家和地区启动，并以五种不同的语言版本，面向全球的消费者 ...

Group 1 - Tongyu Heavy Industry successfully delivered the world's largest ring rolling machine core component, the main roller shaft, marking a breakthrough in high-end equipment manufacturing and localization of key technologies [2] - VinGroup initiated the construction of a $6.7 billion liquefied natural gas (LNG) plant in Hai Phong, Vietnam, with a total capacity of 4,800 megawatts, expected to be operational by the end of 2030 [2] - The low-altitude intelligent navigation application platform was officially launched in Xining, showcasing the ability to create a dynamic 3D reconstruction of the city within one hour, providing high-precision maps for low-altitude applications [2] Group 2 - China successfully launched the Fengyun-3 08 satellite using the Long March 4B rocket, marking the 596th flight of the Long March series [2]

以下文章来源于白鲸出海 ，作者白鲸小编 白鲸出海 . 白鲸出海，泛互联网出海服务平台，白鲸专注于具备互联网属性的行业、公司、产品和服务的出海，包括应用、游戏、电商、区块链、智能手机及硬件、旅 游、网络文学、影视、动漫、教育、体育和金融等。 来源丨 白鲸出海 （ID： baijingapp ） 作者丨 张凯然 编辑丨 殷观晓 图源丨Midjourney 在 AppMagic 给出的 2025 年 8 月全球手游下载榜中，一款名叫「Vita Mahjong」的产品，赫然在列，排名第 11 位，从 Icon 来看，这是一款麻将题材 的手游，且根据 AppMagic 的数据，在短短一个月的时间里面，拿到了 1000 万+次的下载。 | 1 | | Roblox | 33.2M | 16 | | --- | --- | --- | --- | --- | | | | Roblox | | | | 2 | | 快乐爱消除 | 21.7M | 17 | | | | HungryStudio | | | | 3 | | Subway Surfers | 17.1M | 18 | | | | Miniclip | | | | ...

Core Insights - The article highlights significant developments in the AI industry, including advancements in robotics, AI applications, and investment trends in AI companies. Group 1: AI Industry Developments - The largest humanoid robot training facility in China has opened in Beijing, producing over 6 million data points annually to support the standardization and scaling of humanoid robot development [8] - Alibaba's Lingyang AgentOne was launched to help enterprises transition from passive to proactive AI applications, addressing challenges in AI implementation [9] - Baidu's Luobo Kuaipao received the first permit for autonomous taxi testing in Dubai, marking a significant milestone in the global autonomous vehicle landscape [9] Group 2: AI Talent and Compensation - A report from Beijing indicates that the median annual salary for AI engineering professionals exceeds 310,000 yuan, reflecting the high demand for talent in emerging industries [8] Group 3: AI Financing and Investment - This week, 35 AI financing events were reported globally, totaling approximately 19.08 billion yuan, with an average investment of 795 million yuan per event [42] - In China, the total disclosed financing in the AI sector reached 2.03 billion yuan, with the highest funding of 1 billion yuan going to a smart pool cleaning robot developer [52] Group 4: AI Product Launches - Xiaomi has open-sourced its first native end-to-end voice model, Xiaomi-MiMo-Audio, which utilizes innovative pre-training architecture [27] - Tencent launched a comprehensive work platform, "Hunyuan 3D Studio," aimed at 3D designers and game developers, significantly reducing production time [29] Group 5: Global AI Trends - OpenAI's CEO predicts that "superintelligence" could emerge by the end of this decade, emphasizing the rapid advancement of AI capabilities [30] - Intel's stock surged approximately 54% this year following multiple investment announcements, including a potential investment from Apple [30]

Core Viewpoint - The psychological counseling industry is on the verge of significant growth, driven by increasing demand and the potential of AI to address supply issues [3][15]. Group 1: Industry Overview - The psychological counseling industry is experiencing a transformation, moving from a niche service for the educated to a common demand among the general public [3][4]. - The number of registered users for 壹心理 has surged from over 23 million to 48 million since 2020, with cumulative psychological service users exceeding 3.5 million [3][4]. - 壹心理's annual revenue has reached over 300 million yuan, solidifying its position in the industry [3][4]. Group 2: Business Model - 壹心理 operates on a dual approach: serving C-end users with psychological needs and nurturing the growth of counselors [5][7]. - The service matrix includes three levels: mature counselors (800 yuan for 50 minutes), novice counselors (100-300 yuan for 50 minutes), and instant listening services [7][8]. - The company has developed a one-stop support platform for counselor growth, with 500,000 registered users, including various mental health professionals [8][17]. Group 3: AI Integration - In 2024, 壹心理 plans to launch three AI products aimed at enhancing the efficiency of counseling services and training [15][16]. - The AI products include "Most Beautiful Teacher AI" for teachers, "AI Practice Room" for counselors, and "AI Psychological Supervision" to provide affordable guidance [16][18]. - The integration of AI is expected to alleviate the time constraints faced by counselors, potentially allowing AI to meet 70% of user needs [18][19]. Group 4: Market Positioning - 壹心理's innovative approach has positioned it as a leader in the industry, especially during the pandemic when online consultations surged [10][14]. - The company aims to create a "small monster" in the market, focusing on user trust and recognition rather than sheer size [19].

Group 1 - Zong Fuli's application for the "Wawa Xiaozong" trademark has entered the opposition procedure, as the trademark is currently under review by the National Intellectual Property Administration [3] - Leap Motor has responded to reports of being listed as a dishonest executor due to a contract dispute, confirming that it has paid the full amount of 3,618,085.25 yuan [4] - Neta Auto's restructuring process has seen only one potential investor meet the requirements to submit a complete application, following an increase in the application threshold [5] Group 2 - BMW is recalling over 330,000 vehicles due to potential short circuit risks in starter motors, with more than 130,000 affected in Germany alone [6][7] - Xiaomi's 17 series achieved record sales within five minutes of launch, setting a new record for domestic smartphone sales [7] - Hebei province's Shijiazhuang Institute of Technology is undergoing bankruptcy restructuring, with the government taking over to ensure normal operations [10] Group 3 - Apple is reportedly developing an internal testing application similar to ChatGPT for a major upgrade of Siri, currently named Veritas [12] - GAC Fiat Chrysler is preparing for its sixth asset auction, with core assets divided into two packages, one for land and buildings starting at 600 million yuan and another for production equipment starting at 200 million yuan [12][13] - Li Kaifu emphasized that DeepSeek's contribution to China's AI development lies in fostering an open-source ecosystem [12] Group 4 - SAIC Group predicts that by 2030, the penetration rate of new energy vehicles in China will reach 70%, with a significant market share still held by fuel vehicles [12] - The demand for camera and drone rentals has surged ahead of the National Day and Mid-Autumn Festival holidays, particularly in Guangdong and Zhejiang provinces [12] - Tesla has begun delivering its first vehicles in India, all sourced from its Shanghai Gigafactory [12] Group 5 - Meta is focusing on humanoid robots as its next major investment, with software development being the current bottleneck [16] - Anthropic plans to double its international workforce and expand its AI team fivefold by 2025 due to increased demand for its Claude AI model [16] - Lucid Motors anticipates needing additional funding by 2026, as it transitions to a fleet management model [16] Group 6 - Lotus Group's CEO stated that achieving breakeven requires annual sales of 30,000 units, with plans to launch a D-class SUV by 2026-2027 [17] - Meituan's international food delivery brand Keeta has launched operations in the UAE, marking its third entry into the Middle East within 40 days [17] - The collectible card market in China is expected to see significant monetization, with the top five companies holding 82.4% of the market share [17] Group 7 - Samsung's Galaxy S26 Ultra is set to feature a rounded design, with adjustments made to the S Pen to match this aesthetic [21] - Ideal Auto has launched its new generation five-seat pure electric SUV, the Ideal i6, priced at 249,800 yuan, featuring advanced driving assistance and a long range [23] - The UK automotive industry reported its lowest production levels in nearly 70 years, with August output down 18.2% year-on-year [25]

Core Viewpoint - The article provides an overview of the latest trends in investment and financing activities in the domestic market, highlighting key sectors, regional distributions, and significant financing events. Group 1: Investment Overview - This week, there were 72 disclosed financing events in the domestic primary market, a decrease of 47 events compared to the previous week. The total disclosed financing amount was 4.45 billion RMB, with an average financing amount of 131 million RMB [7]. - The most active sectors in terms of financing events were artificial intelligence (20 events), smart manufacturing (17 events), and healthcare (12 events) [8]. Group 2: Sector Analysis - In terms of disclosed financing amounts, artificial intelligence led with a total financing scale of approximately 2.03 billion RMB. Notably, "Xingmai Innovation," a developer of intelligent cleaning pool robots, completed a 1 billion RMB A+ round financing [10]. - The healthcare sector followed with a disclosed financing total of 832 million RMB, where "Haobo Pharmaceutical," focused on hepatitis B treatment, secured 63 million USD in B round financing [10]. Group 3: Regional Distribution - The majority of disclosed financing events were concentrated in Jiangsu (22 events), Guangdong (11 events), and Shanghai (9 events) [14]. - Jiangsu reported a total financing of 1.31 billion RMB across 6 disclosed events, while Guangdong had 5.09 million RMB from 6 events [17]. Group 4: Stage Distribution - The distribution of disclosed financing events by stage showed that early-stage investments accounted for 57 events, while growth-stage investments comprised 15 events. No late-stage investments were reported [18]. Group 5: Major Financing Events - Significant financing events included "Xingmai Innovation" in the AI sector and "Haobo Pharmaceutical" in healthcare, indicating strong investor interest in these industries [10][14]. Group 6: IPO Activity - This week, 7 companies were monitored for IPOs across various exchanges, with "Chery Automobile" having a market value of 189.165 billion HKD. Five of these companies had previously received VC/PE or CVC investments [35][36]. Group 7: M&A Activity - There were 9 disclosed completed M&A events this week, a decrease of 3 compared to the previous week, primarily in materials, energy, and enterprise services sectors. Notably, "Shanghai Zhiyuan Hengyue Technology" acquired 29.99% of "Shangwei New Materials" for 941 million RMB [40][42].

Group 1 - Li Kaifu emphasized that DeepSeek's core contribution to China's AI development is the promotion of an open-source ecosystem, which is expected to help China narrow the gap with the US in AI [2] - OpenAI CEO Sam Altman stated that general artificial intelligence (AGI) will arrive before 2030, claiming it will be "far smarter than humans" and could take over 30-40% of human jobs in the future [2] - Anthropic announced plans to double its international workforce and expand its AI team fivefold by 2025, driven by a surge in demand for its Claude AI model [2] Group 2 - Apple is reportedly developing a ChatGPT-like application for internal testing of a major upgrade to Siri, with the app currently named Veritas and focused on enhancing Siri's capabilities [2]

Group 1 - GAC Group's Chairman, Feng Xingya, predicts that at least 3 to 5 Chinese companies will be among the top 10 global automakers in the next decade, emphasizing a shift towards an "ecological competition" model in the automotive industry [2] - The automotive industry is undergoing a transformation characterized by four overlapping phases: deep industry transformation, rapid technological iteration, restructuring of management processes, and adjustment of competitive landscapes [2] - Future competition will focus on three core dimensions: the reconstruction of product value, the elevation of competitive entities from individual automakers to entire industry ecosystems, and a shift in value sources from hardware sales to a comprehensive lifecycle value model that includes hardware, software, and services [2] Group 2 - Leap Motor has responded to reports of being executed for breach of contract, clarifying that it has paid the full amount of 3,618,085.25 yuan related to a dispute with Guangzhou Shouqi Automotive Service Co., Ltd. and is in discussions to resolve outstanding vehicle transfer issues [2] - Neta Auto's restructuring process has seen only one potential investor meet the requirements to submit a complete application, with a 50 million yuan deposit required, indicating a tightening of entry criteria after a previously high number of interested parties [2] - BMW is recalling over 331,000 vehicles globally due to a defect in the starter motor that poses a fire risk, with significant numbers of vehicles affected in the US and Germany, highlighting ongoing safety concerns in the automotive sector [2]

9 月 25 日， 2025 （第十九届） DEMO CHINA 在杭州圆满落幕。 本届大会由创业邦主办，由杭 州市拱墅区人民政府指导，拱墅区委人才办、杭州大运河数智未来城管委会联合主办。 作为早期创业者被看见和被发现的最佳平台 ， 本届大会共吸引 590 余家企业报名，经过层层筛选， 126 家早期科技公司成功入围。大会现场，机器人 *智能硬件、人工智能创新应用、智能制造、医疗 科技以及高通创投 - 红杉中国创业大赛、海外人才等六大专场，为我 们带来硬核技术与前瞻商业构 想的集中呈现。 从初选到现场评审， DEMO CHINA 始终秉持 " 科学严谨 " 和 " 前 瞻视野 " 的原则，综合考量团 队背景、商业模式、产品服务、市场吸引力、运营状况、创新力及现场表现力等维度进行严格筛选。 参与展示的企业，平均成立时间仅有 2.76 年，均处于 A 轮及 A 轮前期，其中更有 16% 为尚未被 主流风险投资发现的 " 水下公司 " 。值得关注的是，这些企业创始人中硕士及以上占比高达 89% ，博士及博士后占比 65% ，超半数团队拥有海外经历，高知背景与国际视野成为早期科创团队的核 心底色。 大会现场， 经过多 ...