蚂蚁集团与光明食品集团达成战略合作 金十数据5月30日讯，光明食品集团与蚂蚁集团在上海正式签署战略合作协议，双方将重点围绕"支付宝 碰一下"服务、双方会员体系共建、IP商业化联动、数字化智能园区试点、大数据产品等五大领域开展 全场景深化合作。 ...

文 | 张冰冰 编辑 | 阿至 36氪获悉，中海储能科技（北京）有限公司（以下简称「中海储能」）近日宣布完成超亿元Pre-A++轮融资。此次融资由蚂蚁集团领投，君恒投资、北京 昌平中小企业成长投资基金跟投，资金将主要用于技术研发及产能扩大。「中海储能」历史投资人为红杉中国、源码资本、清流资本和经纬中国。 「中海储能」成立于2020年，瞄准规模化长时储能领域，专注于铁铬液流电池技术的研发与应用。其自主研发的铁铬液流电池技术解决了可再生能源大规 模并网的消纳难题，产品入选国家能源领域首台（套）重大技术装备名录，获得"国家高新技术企业"和"北京市专精特新企业"称号。 近期，「中海储能」宣布中标惠阳区50MW/300MWh独立新型储能电站项目，项目总投资近十亿元。目前，「中海储能」已形成以北京总部为核心的全 国化产业布局，年产能达1GWh，规划在多地建设产业基地。 「中海储能」惠阳区储能电站项目 一、交叉学科研发团队，自主突破液流电池技术瓶颈 在新型电力系统加速发展的背景下，风力发电与光伏发电规模持续扩大。受气象条件制约，这类新能源发电存在间歇性特征，直接并网将对电网稳定性构 成挑战。因此，需在发电场配套建设长时储能 ...

Core Insights - OceanBase has launched PowerRAG, an AI-focused application product that enables ready-to-use RAG application development, marking its commitment to the AI era [1] - The company aims to evolve from an integrated database to an integrated data foundation, focusing on a comprehensive layout across computing power, infrastructure, platform, application, and delivery forms [1] - Ant Group's CTO emphasized the importance of data in the development of AI and large models, highlighting four major challenges: increased data acquisition costs, scarcity of rigorous industry data, the need for enhanced multi-modal data processing capabilities, and difficulties in data quality assessment [1][7] Company Strategy - Ant Group will support OceanBase in achieving breakthroughs in key AI scenarios across finance, healthcare, and daily life, while promoting the Data×AI concept and architectural innovation [2][10] - OceanBase is positioned as a representative of Ant Group's continuous innovation and technical breakthroughs, particularly in handling massive transaction data [9] Industry Challenges - The cost of data acquisition has significantly increased, with readily available and inexpensive data resources nearing exhaustion, leading to a focus on generating high-quality data as a key success factor for digital enterprises [7] - High rigor industries, such as legal and healthcare, face challenges in data circulation due to stringent data quality requirements and a lack of digital knowledge, which hampers the effective application of generative AI [8] - The processing of multi-modal data remains a significant challenge, as future data will encompass not only text but also visual and tactile information, necessitating advanced handling capabilities [8] - Quality assessment of data is crucial, as it directly impacts the performance of large models, with the need for extensive evaluation data posing a significant challenge [9]

蚂蚁集团CTO何征宇: 大模型幻觉的源头是缺乏数据 《科创板日报》17日讯，在今日举行的OceanBase开发者大会上，蚂蚁集团CTO何征宇表示，没有数据 就没有AI的发展，数据的边界决定了大模型的能力上限，所有的数据公司都将成为AI公司。目前大模 型幻觉的源头是缺乏数据，廉价的互联网数据即将用尽，导致数据的获取成本增加。此外还存在严谨的 行业数据稀缺且流动困难，多模态数据处理难、数据的质量评估难等挑战。未来企业成功与否，将主要 取决于如何产生数据、应用数据。何征宇称，蚂蚁集团将支持OceanBase在金融、医疗、生活等蚂蚁AI 的核心场景的突破，同时继续支持OceanBase开源开放，推进AGI梦想的实现。（记者 黄心怡） ...

Core Viewpoint - Shanghai Jiao Tong University established a new Computer Science School, with Ant Group as a strategic partner, focusing on artificial intelligence and security research [1] Group 1: Strategic Collaboration - A strategic cooperation agreement was signed between Shanghai Jiao Tong University and Ant Group during the establishment ceremony [1] - The partnership aims to create the "Artificial Intelligence and Security Joint Research Center" by December 2024, targeting key technological breakthroughs in the AI era [1] Group 2: Talent Development - The collaboration will focus on the "Emerging Parallel Computing" talent project, guided by industry needs [1] - A dual mentorship and project-embedded training model will be implemented to foster deep collaboration between academia and industry [1] - The initiative aims to empower both technological advancements and talent cultivation, recruiting top research talents for joint projects in emerging parallel computing [1]

Core Viewpoint - Ant Group's subsidiary OceanBase is entering the AI era, focusing on building "DATA×AI" core capabilities and enhancing its organizational structure to support this transition [3][4]. Group 1: AI Strategy and Organizational Changes - OceanBase has appointed CTO Yang Chuanhui as the head of AI strategy, establishing new departments such as the AI Platform and Applications Department and the AI Engine Group [3][4]. - The AI Platform and Applications Department will focus on building the "DATA×AI" platform and advancing related application development, while the AI Engine Group will concentrate on developing AI inference engines [4]. Group 2: Historical Context and Future Outlook - Over the past 15 years, OceanBase has developed a high-quality integrated distributed database product, overcoming challenges related to stability, high concurrency, scalability, real-time analysis, and multi-cloud environments [4]. - The company aims to become a foundational data platform in the AI era by addressing the integration of DATA and AI, which is expected to reshape various industries [4]. Group 3: Support from Ant Group - OceanBase's AI strategy is strongly supported by Ant Group, which will provide access to all AI scenarios to assist in building the data foundation for the AI era [5].

FINANCE ⾦融 Exclusive: Ant Group in Talks for International Unit IPO in Hong Kong 独家：蚂蚁集团正洽谈国际业务部⻔在⾹港上市事宜 By Liu Ran and Qing Na 作者：刘然 ⻘娜 Published: May. 5, 2025 8:17 p.m. GMT+8 发布时间：2025 年 5 ⽉ 5 ⽇ 20:17（GMT+8） Ant Group is in talks with regulators over a Hong Kong IPO for Ant International. Photo: Ant International 蚂蚁集团正就旗下蚂蚁国际⾹港 IPO 事宜与监管机构进⾏磋商。图⽚来源： 蚂蚁国际 Ant Group Co. Ltd., the fintech giant backed by Alibaba Group Holding Ltd., is seeking a Hong Kong listing for its international unit, Caixin learned fro ...

消息人士：蚂蚁集团计划将旗下注册在新加坡的海外板块蚂蚁国际单独在香港上市 金十数据5月3日讯，消息人士透露，蚂蚁集团计划将旗下注册在新加坡的海外板块蚂蚁国际单独在香港 上市，目前正与监管部门沟通，且当前讯息显示无政策障碍。蚂蚁国际凭借Alipay+、安通环球 （Antom）和万里汇（WorldFirst）三大核心产品，覆盖C端支付、B端收单、B2B收付兑等跨境支付服 务，其收入约占蚂蚁集团的两成左右。 （财新） ...

J P M O R G A N Asia Pacific Equity Research 27 April 2025 Futu Holdings Our thoughts on Ant Group set to take control of a retail broker in HK Futu's share price fell 6.4% on Friday (vs. KWEB index -0.2%), following the news that Ant Group is acquiring 50.55% stake in Bright Smart Securities (耀才 證券), a retail broker in HK (link). For details about Bright Smart Securities and comparison with Futu, please refer to Table 1Comparisn betwBrigh Smartnd Fuand Table 2Sumary ofkeprating dforFut andBright Smarecuits ...

Core Viewpoint - The acquisition of Yao Cai Securities by Ant Group's subsidiary, Shanghai Yun Jin, is expected to significantly enhance the company's growth and digital transformation, positioning it as a leading trading platform backed by advanced technology [1][6]. Group 1: Acquisition Details - Ant Group's subsidiary, Shanghai Yun Jin, plans to acquire approximately 858 million shares of Yao Cai Securities at a price of HKD 3.28 per share, totaling HKD 28.14 billion, which represents a 17.6% premium over the last trading price before suspension [3][4]. - The acquisition will result in a change of ownership for Yao Cai Securities, as the shares represent about 50.55% of the total issued shares [3][4]. Group 2: Company Background - Yao Cai Securities was founded in 1995 by Ye Maolin and primarily engages in stock trading, margin financing, securities custody, futures and options trading, leveraged foreign exchange trading, and spot gold and silver trading [4][5]. - The company has a history of offering low commission rates, having reduced its commission from 0.25% to 0.05% in 2003, which contributed to its rapid growth [5]. Group 3: Financial Performance - For the fiscal years 2022 to 2024, Yao Cai Securities reported total revenues of HKD 10.14 billion, HKD 10.50 billion, and HKD 11.21 billion, with year-on-year changes of -19.96%, -4.05%, and 3.09% respectively [5]. - The net profit attributable to shareholders for the same period was HKD 4.55 billion, HKD 5.43 billion, and HKD 5.06 billion, with year-on-year changes of -20.23%, 10.53%, and -9.95% respectively [5]. Group 4: Strategic Implications - The acquisition is expected to drive future business growth for Yao Cai Securities, enhance its digital transformation, and expand its service offerings to a broader customer base [6]. - Ant Group aims to leverage this acquisition to fill regulatory gaps in cross-border financial services and strengthen its position in the global financial services market [6].