Group 1: Company Performance - Beike reported a total transaction volume (GTV) of 3.14 trillion yuan and net revenue of 77.8 billion yuan for 2023, representing a year-on-year growth of 28.2% [1] - Weibo's net profit for Q4 2023 was 83.2 million USD, exceeding market expectations of 78.99 million USD, with monthly active users reaching 598 million, an increase of approximately 11 million year-on-year [3] - NIO announced the upcoming launch of its second brand "Le Dao" (ONVO), which will focus on the mainstream family vehicle market, aiming for higher sales volume compared to the NIO brand [4] Group 2: Corporate Developments - Hunan Chayue Culture is reportedly preparing for an IPO in Hong Kong in 2024, with CICC and Morgan Stanley as underwriters [2] - Tencent has acquired two game studios from ByteDance and established a new company, Saros Network Technology (Shenzhen) Co., Ltd., which is a wholly-owned subsidiary of Tencent [5] - Chengmai Technology has become one of the first developers certified by Huawei for HarmonyOS, joining the pioneer program [6] Group 3: Market Trends - The new shipbuilding market is expected to remain hot, with orders saturated until around 2027, driven by global carbon emission requirements and the "3060" carbon peak and neutrality goals [11] - The Chinese automotive industry is projected to return to over 2 million units in production and sales in March 2024, with new energy vehicle sales expected to exceed 700,000 units, showing year-on-year growth [12][13]
氪星晚报 | 贝壳：2023年净收入达778亿元，GTV达3.14万亿元；茶颜悦色争取2024年进行香港IPO；微博：2023年四季度净利润8320万美元，月活跃用户达到5.98亿