出品 | 36氪未来消费（微信ID：lslb168） 离你更近的消费创投一线。 整理 | 王毓婵 Busy Money 彩妆熊完成1000万元天使轮融资 近日，彩妆熊完成1000万元天使轮融资。彩妆熊是一家彩妆品牌提供商，该公司主要从事品牌管理、互联网销售、化妆品批发、化妆品零售等业务，以满足消 费者需求。此次融资将为彩妆熊在闪电仓模式的全国扩张注入动力。 公司情报 小红书社区架构再调整 近日有消息称，小红书在几个月前对社区组织架构进行了深度调整，意在进行"产运研一体化融合"，知情人士表示，新划分的职责中，由云帆（薯名）和新岛 （薯名）各自负责。其中，云帆负责的部分命名为"Live"，直接向小红书COO柯南（薯名）汇报；新岛负责的部分命名为"Village"，依然向社区业务负责人帕 鲁汇报。"过去我们是垂类运营的逻辑，现在是变成依据不同业务目标来划分"，前述知情人士表示。 KKV深圳门店称被业主方逼走，双方回应 12月14日晚间，生活方式零售店KKV深圳卓悦中心店在店门口贴出一则告示称，因购物中心单方面试图强制解约，该门店暂停服务。购物中心以业态调 整为由单方面强行要求KKV提前解约，并采用停水断电等粗暴手段 ...

早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起 看看吧。 【巨头风向标】 OpenAI发布GPT最新升级版本GPT-5.2 当地时间今天凌晨，OpenAI发布其人工智能模型GPT的最新升级版本GPT-5.2，以应对生成式人工智能 领域日趋激烈的竞争。据介绍，这是迄今为止最强大的专业知识工作模型系列。设计GPT-5.2的目的， 是为人们释放更多经济价值；它在创建电子表格、制作演示文稿、编写代码、图像识别、理解长文本、 使用工具以及处理复杂的多步骤项目方面表现更为出色。GPT-5.2在涵盖44种职业的明确知识工作任务 上表现优于行业专业人士。 21世纪经济报道新质生产力研究院综合报道 马斯克暗示启动史上最大IPO 12月11日，SpaceX创始人马斯克回应Ars Technica资深编辑Eric Berger对于公司正转向公开市场的文章 称："Eric一如既往地准确。"这一表态，被外界解读为马斯克暗示SpaceX可能上市。他还于12月6日发 文佐证了SpaceX的财务健康程度："SpaceX多年来一直保持正向现金流，并每年进行两次定期股票回 购，以向员工和投资者 ...

Key Points - SpaceX plans to go public in mid-2026 with a target valuation of $1.5 trillion, aiming to raise over $30 billion, which would be the largest IPO in history. The funds will be used for developing space data centers and purchasing necessary chips, driven by the growth of Starlink satellite internet services and advancements in Starship rocket development [2] - Oracle's Q2 adjusted revenue was $16.06 billion, slightly below analyst expectations of $16.21 billion, with cloud revenue at $8 billion, also missing the forecast of $8.04 billion [2] - Amazon intends to invest over $35 billion in India by 2030 for business expansion, AI-driven digitalization, export growth, and job creation, aiming for a cumulative e-commerce export of $80 billion from India [2] - Meta is shifting focus to closed-source models, with a new model named Avocado expected to launch in spring 2026, as Zuckerberg becomes more involved in daily R&D to drive the company's strategy towards directly monetizable AI models [2] - CATL plans to issue bonds not exceeding 10 billion RMB, with proceeds aimed at supplementing working capital, repaying debts, and supporting capacity expansion and technology R&D to meet the growing demand in the new energy battery market [2] Greater China Company News - Lens Technology intends to acquire 100% of Peimei Gao International to enhance its core competitiveness in AI computing hardware solutions, expanding its business in smart terminals and new energy [4] - Wuliangye will implement a 10 billion RMB interim dividend next week, reflecting the strong profitability and return capabilities of leading companies in the liquor industry [4] - Century Huatong announced that its subsidiary holds a 7.3121% stake in Guosheng Capital, which owns 19.58869 million shares of Moer Thread, potentially impacting the company's net profit by 640 million RMB in Q4 2025 [4] - JD Industrial's Hong Kong public offering was oversubscribed by 60.5 times, with a final issue price set at HKD 14.10 per share, raising approximately HKD 2.827 billion [4] Americas Company News - Microsoft announced a $17.5 billion investment in India over the next four years for AI and cloud infrastructure, and established an AI safety foundation with partners like Anthropic and OpenAI [7] - NVIDIA received U.S. government approval to sell H200 AI chips to China, subject to security reviews and a 25% sales share [7] - Amazon reached an agreement with Italian tax authorities to pay €723 million in taxes, criticizing the unpredictable regulatory environment in Italy [7] - Brookfield and a Qatari AI company formed a $20 billion AI joint venture to develop AI infrastructure in Qatar and selected international markets [8] Asia-Pacific Company News - Samsung SDI signed a $1.36 billion order for energy storage systems, planning to manufacture lithium iron phosphate batteries in the U.S. to expand its North American market [10] - SK Hynix plans to list on the U.S. stock market to narrow the gap with Micron and enhance its valuation, driven by surging demand for AI storage chips [10] Europe and Oceania Company News - BMW Group's supervisory board appointed Milan Nedeljkovic as the new chairman, effective May 2026, to lead the production of new generation models [13] - Stellantis Group partnered with Bolt to accelerate the deployment of autonomous driving services in Europe, with plans to start testing vehicles in 2026 [13] - Lingbao Gold intends to acquire a 50%+1 share stake in an Australian gold mining company for AUD 370 million, focusing on gold mining and exploration [13]

来源：智通财经网 消息面上，11月27日，绿源集团与越疆科技在金华签署战略合作框架协议。根据协议，双方将以绿源全 国超10000家门店网络为基础，共同探索具身智能机器人的大规模、分阶段应用，意向规模达到5000 台。 公开资料显示，绿源集团为中国电动自行车行业的领军企业，长期专注于电动交通工具的研发、制造与 销售，在品牌、渠道与智能制造领域积淀深厚。本次携手越疆机器人共同推动智慧门店升级的计划，正 是基于越疆机器人产品在AI智能控制、运动规划与多场景适应方面的核心技术优势，以及对越疆从整 机设计、系统集成到全生命周期服务的综合能力的充分肯定。 绿源集团控股(02451)午后涨超5%，截至发稿，涨4.64%，报12.4港元，成交额499.05万港元。 ...

绿源集团控股(02451)午后涨超5%，截至发稿，涨4.64%，报12.4港元，成交额499.05万港元。 消息面上，11月27日，绿源集团与越疆科技在金华签署战略合作框架协议。根据协议，双方将以绿源全 国超10000家门店网络为基础，共同探索具身智能机器人的大规模、分阶段应用，意向规模达到5000 台。 公开资料显示，绿源集团为中国电动自行车行业的领军企业，长期专注于电动交通工具的研发、制造与 销售，在品牌、渠道与智能制造领域积淀深厚。本次携手越疆机器人共同推动智慧门店升级的计划，正 是基于越疆机器人产品在AI智能控制、运动规划与多场景适应方面的核心技术优势，以及对越疆从整 机设计、系统集成到全生命周期服务的综合能力的充分肯定。 ...

消息面上，11月27日，绿源集团与越疆科技在金华签署战略合作框架协议。根据协议，双方将以绿源全 国超10000家门店网络为基础，共同探索具身智能机器人的大规模、分阶段应用，意向规模达到5000 台。 智通财经APP获悉，绿源集团控股(02451)午后涨超5%，截至发稿，涨4.64%，报12.4港元，成交额 499.05万港元。 公开资料显示，绿源集团为中国电动自行车行业的领军企业，长期专注于电动交通工具的研发、制造与 销售，在品牌、渠道与智能制造领域积淀深厚。本次携手越疆机器人共同推动智慧门店升级的计划，正 是基于越疆机器人产品在AI智能控制、运动规划与多场景适应方面的核心技术优势，以及对越疆从整 机设计、系统集成到全生命周期服务的综合能力的充分肯定。 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 FF301 截至月份: 2025年11月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: Luyuan Group Holding (Cayman) Limited 綠源集團控股(開曼)有限公司* 呈交日期: 2025年12月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02451 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 1,000,000,000 | USD | | 0.0001 USD | | 100,000 | | 增加 / 減少 (-) | | | | | | USD | | | | 本月底結存 | | | 1,000,000,000 | USD | | 0.00 ...

智通财经APP获悉，越疆(02432)再涨超4%，截至发稿，涨4.03%，报40.26港元，成交额2962.49万港 元。 消息面上，曹操出行宣布与越疆科技近日签署战略合作协议。基于Robotaxi（自动驾驶出租车）业务， 双方将共同拓展机器人技术的应用场景和应用能力，提高车辆运营的智能化程度。根据合作规划，双方 将围绕Robotaxi运维场景，共同探索机器人技术在车辆清洁、维护、补能等方面的创新应用。 值得注意的是，11月27日，越疆科技与绿源集团(02451)在金华签署战略合作框架协议。基于在产品研 发与产业应用层面的深度共识，绿源与越疆将共同推动规模达5000台机器狗应用于智慧门店升级计划。 根据协议，双方将以绿源全国超10000家门店网络为基础，共同探索具身智能机器人的大规模、分阶段 在智慧门店、智能工厂等场景的应用。 ...

Group 1: Stock Movements - Emperor International (00163) rose nearly 6% after reaching an agreement with banks to restore existing loan arrangements based on previously agreed commercial terms [1] - Gaming stocks generally increased, with MGM China (02282) up 3.43%, Melco International Development (00200) up 2.24%, Sands China (01928) up 2.32%, and Galaxy Entertainment (00027) up 1.81%. Morgan Stanley reported that total gaming revenue for the first 23 days of the month was MOP 15.6 billion, averaging MOP 678 million per day [1] - Dongyue Group (00189) increased nearly 5% as PVDF market prices rose from CNY 49,000 per ton at the beginning of November to CNY 52,000 per ton as of November 20 [1] - UBTECH Robotics (09880) surged over 4% after announcing a successful bid for a humanoid robot data collection and training center project in Jiangxi, valued at CNY 143 million [1] Group 2: Strategic Partnerships and Collaborations - China Energy Storage Technology (02399) fell over 6% after announcing a non-binding memorandum of understanding for strategic cooperation with Guo Heng Group Pte. Ltd. [2] - Yujian Technology (02432) rose over 6% after signing a strategic cooperation framework agreement with Green Source Group (02451) to promote the application of 5,000 robotic dogs in smart store upgrades [2] - Junsheng Electronics (00699) and Hezhima Intelligent (02533) continued to rise, with Junsheng up 4.14% after announcing a strategic cooperation to jointly develop robot control systems and solutions [3] Group 3: Market Trends and Consumer Behavior - Gold stocks collectively rose, with Zhenfeng Gold (01815) up 5.8%, China Silver Group (00815) up 2.99%, Lingbao Gold (03330) up 4.66%, Chifeng Gold (06693) up 3.3%, and China Gold International (02099) up 5.38%. Recent comments from Federal Reserve officials and delayed economic data have supported expectations for interest rate cuts [2] - Mixue Group (02097) saw a nearly 3% increase amid speculation about launching a breakfast menu, with initial trials in select cities [3] - Pop Mart (09992) rose nearly 4% following a government initiative aimed at enhancing consumer goods supply and promoting diverse consumption [4]

Core Viewpoint - The strategic partnership between 越疆科技 (Yuejiang Technology) and 绿源集团 (Luyuan Group) aims to enhance the application of intelligent robots in smart retail environments, with a target of deploying 5,000 robotic units [1]. Group 1: Company Developments - 越疆科技's stock price increased by approximately 4% in early trading, reaching 37.7 HKD with a trading volume of 38.46 million HKD [1]. - The strategic cooperation framework agreement was signed on November 27, indicating a strong commitment to product development and industrial application [1]. Group 2: Market Applications - The partnership will leverage Luyuan's extensive network of over 10,000 stores nationwide to explore large-scale and phased applications of embodied intelligent robots in smart stores and smart factories [1]. - The initiative focuses on upgrading smart retail through the deployment of robotic technology, enhancing operational efficiency and customer experience [1].