Core Viewpoint - Deel, a global HR tech giant, has raised $300 million in Series E funding, bringing its valuation to $17.3 billion, showcasing the rapid growth and potential of the remote work industry [3][11]. Company Overview - Deel was founded in early 2019 by Wang Shuo, who identified the pain points in global employment processes, particularly in remote work and cross-border payroll [5][6]. - The company started with a simple model focusing on cross-currency payroll payments and has since evolved to automate complex HR processes for businesses [6][7]. Growth and Financial Performance - The COVID-19 pandemic significantly accelerated Deel's business, with annual revenue skyrocketing from $4 million in 2020 to over $500 million in 2023, marking a 13-fold increase [7][12]. - Deel now processes $22 billion in payroll for 37,000 corporate clients across 150 countries, with annual recurring revenue exceeding $1 billion [7][12]. Investment and Valuation - Since its inception, Deel has attracted a diverse group of investors, including Y Combinator and A16Z, with multiple funding rounds leading to its current valuation of $17.3 billion [9][11]. - The company has maintained a consistent fundraising strategy, completing at least one financing round each year since its founding [9][10]. Industry Context - The rise of Deel reflects a broader trend among young entrepreneurs leveraging technology to address global challenges, particularly in the HR and remote work sectors [12][14]. - The success of Deel and similar companies indicates a shift in the entrepreneurial landscape, where technology-driven solutions are becoming essential for navigating complex global employment regulations [14].

来源 | 《财经》杂志 作者 | 《财经》特约撰稿人 胡苗 编辑 | 刘以秦 智能硬件行业的竞争越来越错综复杂，仅靠降价并不能让消费者满意 2025年"双十一"前夕，大疆创新的多款产品宣布降价，但从市场反馈的情况看，降价持续五天后，并未带来预期的抢 购热潮，反而引发同行争议，消费者也不完全买账。 据公开信息，大疆的Mini 4 PRO无人机、Osmo Action 4运动相机降价幅度超过1000元，且全品类优惠覆盖，力度超常 规促销。然而，线上线下保价政策不一，渠道拒绝补差价等，引发部分消费者不满。 针对市场争议，大疆回应表示，此次降价是"双十一"常规促销安排，已提前通过相关渠道预告，并非突发调整。对于 线上线下价保政策差异，大疆解释称，因线上线下运营模式、成本结构不同，统一价保存在现实难度，目前正协调各 渠道优化售后体验。 降价的背后，是大疆的核心业务面临新挑战。大疆的业务包括航拍无人机、手持摄影设备、储能及家居科技、行业应 用等。其中消费级无人机和手持摄影设备是大疆主要的利润来源。 大疆以无人机起家。2006年，大疆创始人汪涛在深圳莲花村一家民房里创立了大疆创新，专注于航模飞控系统。2010 年前后，大疆 ...

2025年"双十一"前夕，大疆创新的多款产品宣布降价，但从市场反馈的情况看，降价持续五天后，并未带来预期的抢 购热潮，反而引发同行争议，消费者也不完全买账。 据公开信息，大疆的Mini 4 PRO无人机、Osmo Action 4运动相机降价幅度超过1000元，且全品类优惠覆盖，力度超常 规促销。然而，线上线下保价政策不一，渠道拒绝补差价等，引发部分消费者不满。 针对市场争议，大疆回应表示，此次降价是"双十一"常规促销安排，已提前通过相关渠道预告，并非突发调整。对于 线上线下价保政策差异，大疆解释称，因线上线下运营模式、成本结构不同，统一价保存在现实难度，目前正协调各 渠道优化售后体验。 无人机市场中，消费级无人机市场规模约100亿美元。这个细分市场也出现了越来越多竞争者，极飞科技用2999元低 价机冲击大疆的Mini系列，小米、华为生态链品牌也在抢入门市场。 相比无人机市场，手持摄影设备市场规模整体较小。第三方数据机构Frost&Sullivan数据显示，2024年该行业全球市场 规模约为424亿元，其中影石创新市场份额从2023年的28.4%增长至2024年的35.6%，成为增长最快的头部企业；GoPro ...

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has reported on user rights violations by 20 smart terminal products, highlighting issues related to the illegal collection and use of personal information [1]. Summary by Sections Announcement Details - The MIIT's announcement is part of a broader initiative involving multiple government departments aimed at protecting personal information by 2025 [1]. - A third-party inspection revealed that 20 smart terminal products were found to infringe on user rights, prompting the MIIT to issue a public notice [1]. List of Violating Products - The report includes a detailed list of products, manufacturers, and specific issues identified, such as: - **家庭网络摄像机 (Home Network Camera)**: Issues include failure to provide personal information processing rules and unauthorized transmission of personal data to the cloud [2]. - **智能音箱 (Smart Speaker)**: Lacks permission control mechanisms and has automatic renewal features without user consent [3]. - **3D人脸智能锁 (3D Face Recognition Smart Lock)**: Violates personal information transmission rules and does not provide adequate permission management [4]. - **Various other devices**: Similar issues of unauthorized data collection and lack of transparency in personal information handling were noted across multiple products [5][6][7]. Regulatory Actions - The MIIT has mandated that the identified smart terminals must rectify their issues in accordance with relevant regulations, with potential legal actions for non-compliance [1].

Core Viewpoint - The company, Lens Technology, has established a deep partnership with a major North American client, serving as a primary core supplier for over 10 years, particularly in the smart cockpit module sector [1] Group 1: Business Relationships - The company has a long-term collaboration with a North American major client, emphasizing its role as a primary core supplier [1] - The partnership spans over a decade, indicating a strong and stable business relationship [1] Group 2: Product Development - The company has developed various modules for humanoid robots, including head modules, joint modules, and dexterous hands, which have been shipped in bulk [1] - The company ranks among the industry leaders in the assembly scale of humanoid robots [1] - The company is working closely with its North American client to develop head modules and body structural components, preparing for product finalization and mass production bidding [1]

每日港股評析 港股早晨快訊 2025 年 10 月 222012 日星期三 -01-17 市場回顧 中港股市短期展望 恒指守 25,000 點：聯儲局主席鮑威爾在全球央行年會上表示，風險平衡 轉變可能需要調整政策立場，同時美國就業數據轉弱，減息預期升溫。惟 聯儲局 9 月鷹派減息，2026 年減息空間少於預期。美國關稅寬限期即將 在 11 月屆滿，美國總統特朗普表示，將自 11 月 1 日起對中國額外徵收 100%關稅，並對全部關鍵軟件實施出口管制，以及預告或不會在 APEC 峰會與國家主席習近平會面。中美關係再次緊張，打擊投資氣氛。預計中 美進入新一輪角力期，大市波動性加劇。至於內地經濟方面，國慶中秋假 期人均消費下跌，顯示消費力疲軟，港股企業盈利未見改善。後續觀望中 美貿易戰局勢，以及十五五規劃，恒指料守 25,000 點，相當於未來 12 個 月預測市盈率 12 倍。 短期看好板塊 宏觀焦點 ➢ 9月百城二手房均價按月跌0.74%，連跌41個月； 商務部召開政策解讀專場圓桌會，回應外企反映問題訴求； 蘋果可折疊iPad研發傳遇挫，發布時間押後至2029年或之後； 高市早苗當選成日本首位女首相； 企業消息 ...

国庆假期刚过，无人机巨头大疆毫无征兆地开启"史上最大力度"促销，爆款云台相机Pocket 3直降900 元，部分产品降幅甚至近1500元。这记突如其来的"价格背刺"，让无数刚原价购入的用户瞬间破防，社 交媒体上"大疆 大冤种"的声浪一度将其送上热搜。 一场突如其来的降价，将深圳南山两家相距不过10公里的科技公司，推上了舆论的风口浪尖。 正当大疆因缺乏用户预期管理而焦头烂额时，一个意想不到的角色下场了。 它的竞争对手——影石创新（Insta360）的90后创始人刘靖康，在微博上演了一出"凡尔赛式道歉"。他 半开玩笑地表示，"可能有一部分因为我们影石的原因导致大疆降价"，并"诚恳"地为购买了大疆产品的 用户提供100元自家无门槛代金券，还抽奖送"全家桶"。 "抄家"背后，是增长焦虑 大疆与影石的战火，在今年夏天就已点燃。 7月，影石刚宣布进军无人机领域，大疆次日便官宣首款全景相机Osmo 360，直捣黄龙。此后，双方你 来我往，新品发布、价格对标、KOL争夺，战况不断升级。 这场"互攻腹地"的背后，是两家公司无法回避的增长瓶颈。 这堪称教科书级别的营销操盘，伤害性不大，侮辱性极强。影石用极低的成本，不仅蹭上了行业 ...

Group 1 - Adidas customer service responded to claims that their down jackets are made by Snow Flying, assuring that all products have quality guarantees [2][2] - The jacket in question has a price of 579 yuan with a fill power of 600+, while a similar product from Snow Flying is priced at 519 yuan with a fill power of 680+ [2][2] - The Chinese Ministry of Foreign Affairs expressed hope for Japan to work towards mutual understanding following the election of new Prime Minister Takashi Hayashi [2][2] Group 2 - QianDao responded to a viral report regarding a refund issue, clarifying that the transaction was a personal exchange and not related to their platform services [3][4] - The company emphasized that the alleged "minor refund policy" was not an official rule but a personal message from the seller [3][4] - QianDao is committed to improving transaction rules and customer service based on user feedback [4][4] Group 3 - The international gold and silver markets saw significant declines, with COMEX gold futures dropping by 5.07% to $4138.5 per ounce, marking the largest single-day drop since April 2013 [4][4] - COMEX silver futures fell by 6.27% to $48.16 per ounce, also experiencing a significant decline [4][4] Group 4 - The smart glasses market experienced a 64.2% increase in shipments in the first half of 2025, reaching 4.065 million units [11][11] - The global smart glasses market is expected to exceed 40 million units by 2029, with China projected to have the highest growth rate [11][11] Group 5 - Bubble Mart announced an expected revenue growth of 245%-250% for Q3 2025 compared to Q3 2024, with domestic revenue increasing by 185%-190% [17][17] - The company also reported a 365%-370% increase in overseas revenue [17][17] Group 6 - China Telecom reported a net profit of 7.756 billion yuan for Q3 2025, a year-on-year increase of 3.60% [18][18] - The company's revenue for the same period was 124.848 billion yuan, a slight decline of 0.91% [18][18] Group 7 - Good Housekeeper reported a net profit of 57.0469 million yuan for Q3 2025, reflecting a year-on-year increase of 21.67% [19][19] - The company's revenue for the quarter was 382 million yuan, up 7.27% year-on-year [19][19] Group 8 - Quanjude reported a net profit of 13.791 million yuan for Q3 2025, a significant decline of 66.46% year-on-year [21][21] - The company's revenue for the quarter was 329 million yuan, down 17.30% year-on-year [21][21] Group 9 - China National Pharmaceutical Group reported a net profit of 544 million yuan for Q3 2025, an increase of 13.10% year-on-year [22][22] - The company's revenue for the quarter was 13.747 billion yuan, a growth of 3.58% [22][22]

Core Viewpoint - The company reported a decline in revenue for Q3 2025 but achieved significant growth in net profit, indicating a potential shift in profitability despite lower sales figures [1] Financial Performance - In Q3 2025, the company achieved revenue of 1.026 billion, a year-on-year decrease of 6.08% [1] - The net profit attributable to the parent company for Q3 was 29.236 million, reflecting a year-on-year increase of 13.67% [1] - For the first three quarters of 2025, the company reported total revenue of 2.973 billion, which is a year-on-year increase of 6.89% [1] - The net profit attributable to the parent company for the first three quarters was 131 million, showing a substantial year-on-year growth of 59.3% [1] Business Development - The company made significant progress in its robotics division, particularly with the development of brain control systems for humanoid robots, achieving a breakthrough from 0 to 1 [1]

新浪科技讯 10月21日晚间消息，近日，京东科技与 Rokid 乐奇达成战略合作，联合发布全球首款智能 眼镜购物应用，由京东科技研发的购物智能体JoyGlance将首发登陆Rokid乐奇眼镜。 据介绍，JoyGlance通过"意图识别+智能搜品+声纹支付"能力，为每位用户创造了一个贴身"AI购物管 家"，而Rokid 乐奇凭借其在AR与AI交互领域的深厚积累，通过 JoyGlance 将"所见即购买"落地为现 实，让用户的视觉与语音成为全新的交互媒介。未来，用户不再依赖搜索框或直播链接，而是将物理世 界直接转化为购物入口，将传统购物流程中的"搜索-浏览-比价-下单-支付"等多个步骤，压缩为"注视识 别-语音支付"两步完成，为电商行业开辟了全新的场景。 在安全方面，JoyGlance采用"语言识别+声纹识别"的金融级安全支付方案，安全性优于传统密码和指纹 支付。针对传统单一生物识别易被仿冒的隐患，JoyGlance采用多模态生物特征融合技术，支持用户自 主设定语音密码，结合声纹特征进行双重验证，安全等级得到显著提升。基于算法优化，JoyGlance也 在防录音攻击、防声纹合成等攻防测试中表现优异，可充分满足金融 ...