大公司： 云澎科技入选2025东南亚新出海未来独角兽TOP100 云澎科技携多款产品亮相2025年东盟博览会AI市集展区。其推出的AI智能健康美甲机不仅可以通过指 甲检测健康状况，还能生成融合东盟文化特色的美甲图案。同时，公司推出"流动的中医"AI脉象监测腕 带，实现24小时脉象追踪及个性化健康建议。展会期间，云澎科技入选2025东南亚新出海未来独角兽 TOP100，并与东盟多国达成合作意向。 速卖通海外托管服务已覆盖30国 36氪从阿里旗下跨境电商平台速卖通获悉，目前家具、家电等大件商品中，超50%成交额来自"海外托 管"。双11前，海外托管服务覆盖国家市场扩至30个，部分国家上线了官方物流，强化"最后一公里"配 送体验。 麦当劳中国宣布投资超过4亿用于人才培训和发展 麦当劳中国未来三年将投资超过4亿元人民币用于人才培训和发展，重点推动麦当劳中国汉堡大学升 级。麦当劳中国有近1万名学员在汉堡大学完成培训，升级后将引入AI智能陪练、虚拟导师、个性化学 习路径推荐等工具，打造数字化时代餐饮人才培养体系。目前，麦当劳中国有7400家，每年服务顾客超 过13亿人次；每年近20万麦当劳中国员工通过线上平台学习相关课程 ...

新浪科技讯 9月23日下午消息，从阿里旗下跨境电商平台速卖通获悉，目前家具、家电等大件商品中， 超50%成交额来自"海外托管"。双11前，海外托管服务覆盖国家市场扩至30个，部分国家上线了官方物 流，强化"最后一公里"配送体验。 据介绍，速卖通"海外托管"模式下，商家负责将货品备入海外仓，平台承接后续的营销推广与用户运 营。物流履约由认证仓或第三方服务商完成，平台通过系统对接保障链路效率。目前，贴有"Local+"标 签的海外托管商品增长迅速，消费者可将其识别为"本地现货"，享受更快配送与更稳定购物体验。 今年双11前，越来越多品牌加速海外备货。智能骑行台品牌 THINKRIDER 已向海外仓发运10000台设 备，今年出海销售目标有望翻番，突破1亿元；泳池机器人品牌 Seauto 借助海外托管模式，快速打开德 国、法国、西班牙等市场，目前70%的欧洲订单来自速卖通。 "我们做大件重货的商家，如果不备货到本地，像沙发这样的商品，很难和本地现货竞争时效和服 务。"功能沙发品牌 Comhoma 出海负责人表示。 作为亚马逊中国区头部品牌，Comhoma 的400美元主力款电动沙发具备电动平躺、辅助站立、按摩加热 ...

Company Developments - Alibaba International Station launched an "overseas spot" model, allowing merchants to stock goods in overseas warehouses, significantly shortening decision-making cycles and covering 28 countries in Europe and the US [2] - Yushu Technology's founder Wang Xingxing revealed that overseas business accounts for about 50% of the company's annual performance, with global robot industry shipments expected to double annually in the coming years [2] - Xiaomi appointed several executives for the African market, with plans to increase investment in 16 African countries, including Egypt and Nigeria [2] Market Expansion - Didi's 99Food launched in Brazil, covering São Paulo and surrounding cities, with a strategy of "zero commission + low fees" to challenge local competitor iFood [3] - AliExpress introduced "overseas custody" service in Mexico, allowing local merchants to stock goods and gain promotional benefits [3] Technology and Innovation - ZhuiMi established a new division for TVs and projectors, integrating AI algorithms and design resources, with new products expected to debut in September [4] - Zhiyuan Robotics launched the Genie Envisioner platform, integrating future frame prediction, strategy learning, and simulation evaluation for robotic control [4] - Yuewen Group reported a 68.5% year-on-year increase in revenue, with AI translation significantly boosting overseas reading platform WebNovel's income [4] Sales and Performance - BYD's sales in Mexico exceeded 80,000 units, with over 80 showrooms established [6] - Leap Motor exported 24,980 units in the first seven months of 2025 [6] Investment and Financing - WeRide received a multi-million dollar investment from Grab to accelerate the deployment of Robotaxi in Southeast Asia [7] - Recycled plastic company Ruimo Environmental completed a financing round to expand technology and market reach, focusing on high-quality recycled plastics for demanding markets [7] - New Sound Semiconductor raised 288 million yuan in B+ round financing to enhance R&D and overseas business expansion [7] Policy and Market Trends - AI companies are increasingly seeking IPOs in Hong Kong, with 213 applications submitted, including around 50 from AI firms, reflecting strong market interest [8] - The global robotics industry is experiencing significant growth, with companies exploring international expansion strategies [8]

Group 1 - The core idea of the news revolves around the development of smart companionship products, which are rooted in addressing human loneliness [2] - The launch of AliExpress's "Overseas Custody" service in Mexico allows local merchants to stock products and gain promotional benefits, following similar launches in other countries [6][7] - The global smart glasses market saw a significant increase in shipments, with a 110% year-on-year growth in the first half of 2025, driven by strong demand for Meta's Ray-Ban smart glasses [6][7] Group 2 - ARK Invest made substantial investments in Archer Aviation and Pony.ai, indicating renewed enthusiasm for the eVTOL and autonomous taxi sectors [7] - Genie Envisioner, a unified world model platform for real-world robot control, was launched by Zhiyuan Robotics, integrating various processes into a closed-loop architecture [6] - The report highlights that AI smart glasses accounted for 78% of total shipments in the first half of 2025, a significant increase from previous years [6]