TOP3 big news
The market value of Tencent's NetEase Hong Kong stock market has evaporated by more than 450 billion
On December 22, the National Press and Publication Administration issued the "Measures for the Administration of Online Games (Draft for Solicitation of Comments)", which is now open to the public for comments, which mentions that online games must not set inducing rewards such as daily login, first recharge, and continuous recharge, and all online games must set user recharge limits. NetEase and Tencent's stock prices fell sharply. As of the close of trading at four p.m. on December 22, NetEase (09999. HK) reported HK$122 per share, down 24.60%, with the largest decline of 27.94%, and its market value evaporated by more than HK$128.3 billion; HK) reported HK$274 per share, down 12.35%, with the largest decline of 15.67%, and its market value evaporated by more than HK$367.8 billion. Based on this calculation, the market value of the two leading game manufacturers has evaporated by at least more than 496.1 billion Hong Kong dollars (about 452.736 billion yuan). (Finance Associated Press, Sina Technology)
Li Jiaqi's mother became a shareholder of Li Jiaqi's wrist joint venture
36Kr learned that the Aiqicha App showed that recently, Ningbo Meiqi E-commerce Co., Ltd. underwent industrial and commercial changes, and the shareholder added Li Wenli (Li Jiaqi's mother), holding 50% of the shares, and the shareholding ratio of Meifang (Shanghai) Network Technology Co., Ltd. decreased from 51% to 1%, and Li Jiaqi still held 49% of the shares in the company. The company was established in November 2017, the legal representative is Zheng Ming, the registered capital of 1 million yuan, the business scope includes the design of clothing, shoes and hats, leather goods, kitchen supplies, cosmetics, daily necessities wholesale and online sales, advertising design, agency, publishing, etc.
The founder of Tianya said that it will be restarted in 2024 and will push the official live broadcast and Tianya God Post
In April this year, due to arrears of Hainan Telecom's tens of millions of server fees, Tianya Forum was disconnected. According to Jiupai Finance and Economics, Xing Ming, founder and chairman of Tianya Community, revealed Tianya's "self-help plan" in an interview: to salvage hundreds of millions of sunken users with live broadcasts, and to rejuvenate Tianya's yesterday with goods. Focusing on the live broadcast business and e-commerce strategy, Xing Ming revealed that according to the plan, the official live broadcast will be launched after New Year's Day, and on March 1 next year, that is, when the Tianya community celebrates its 25th anniversary, the Tianya platform will be officially restarted. Xing Ming also revealed that after the restart of the platform, the official version of "Tianya Shen Post" will be launched, as one of the membership products, to provide users with the real essence of Tianya. Previously, after Tianya stopped visiting, the business of major platform merchants peddling "Tianya Shen Stickers" was hot, and it was rumored that some merchants earned more than 10,000 yuan a month by selling and reselling Tianya Shen Stickers.
Xing Ming also revealed Tianya's longer-term strategic plan: after Hainan Island is closed at the end of 2025, it will launch a new duty-free e-commerce model in combination with offline, and based on thousands of novels and rich copyright libraries born in the Tianya community, it may even be combined with AI in the future to quickly transform some content into short dramas. (IT House, Jiupai Finance)
Big company/big event
Cialis released a statement on the situation of "Wenjie M9 rear-end bus": the driver's intervention caused the intelligent driving to withdraw and cause an accident
36Kr learned that the WeChat public account of "Cialis User Service" released a description of the "first collision" of the M9 on the evening of December 21. Cialis said that the vehicle was in a state of intelligent driving before the collision, and the driver intervened during driving, resulting in the withdrawal of intelligent driving, resulting in a rear-end collision of the vehicle. No one was injured in the accident, and the driver has cooperated with the traffic police to complete the handling work. Cialis said that in the driving state, the driving authority is always higher than the intelligent driving system, and called on users to pay attention to travel safety.
Oriental Selection: Mr. Sun Dongxu has resigned as a non-executive Director of the Company with immediate effect
36Kr learned that on December 22, Mr. Sun Dongxu had resigned as a non-executive director of the company, effective immediately. Mr. Sun's resignation was due to his mismanagement of the Company's brand and reputation in light of the recent public opinion turmoil. The Board is of the view that Mr. Sun's resignation will better safeguard the interests of the shareholders of the Company.
The National Press and Publication Administration announced a new batch of imported game versions, and 40 games were approved
36Kr learned that the National Press and Publication Administration announced a new batch of imported game versions on December 22, and 40 new games were approved. Perfect World's "One Punch Man: World", Gigabit's Thunder Network's "Candle Dungeon 2", Zhongqingbao's "Monster Train", Kaiying Network's "About My Reincarnation as a Slime: New World" and so on.
Ma Yun's agricultural brand "One Meter Eight" established a new company
36Kr learned that Aiqicha App shows that recently, 1.8 Fermentation Technology (Hangzhou) Co., Ltd. was established, the legal representative, executive director and general manager is Yu Zhou, with a registered capital of 3 million yuan, and its business scope includes food sales, food Internet sales, health food (pre-packaged) sales, agricultural scientific research and experimental development, supply chain management services, etc. The equity penetration chart shows that the company is wholly owned by 1.8 Meters Food Technology (Zhejiang) Co., Ltd., which is jointly held by 1.8 Meters Technology Holding Limited and Hangzhou Dajingtou Ershi No. 2 Culture and Art Co., Ltd., of which Ma Yun holds 99.9% of the shares of Hangzhou Dajingtou Ershi No. 2 Culture and Art Co., Ltd.
Tesla's new Gigafactory project in Shanghai was officially launched
Tesla announced that the company has officially launched a new large-scale factory project in Shanghai with an annual production capacity of 10,000 Megapack stationary battery banks. On the morning of December 22, a signing ceremony was held in Shanghai for the land acquisition of the project, marking the official launch of what the company calls a "milestone project". (Xinhua News Agency)
Li Auto responds to the L7 traffic accident in Qingyuan, Guangdong: will provide all necessary data
According to Sina Finance, Li Auto announced that at about 21:44 on the night of December 21, 2023, an ideal L7 had a serious traffic accident in Qingyuan City, Guangdong Province. When a collision occurs, the vehicle triggers the on-board emergency alarm call system, and after many calls to the user without feedback, the staff rushes to the scene to support as soon as possible. Combined with the preliminary analysis of the background data of the vehicle, the vehicle did not turn on the auxiliary driving function during driving, and the speed reached 178km/h 3 seconds before the collision, the driver took braking measures, and finally rear-ended the truck in front at a speed of 96km/h, and rushed out of the road after getting under the truck. At present, the relevant departments have sealed off the scene of the accident for investigation and processing. We will cooperate with the police to provide all necessary data so that the full picture of the accident can be restored as soon as possible, and we will also provide necessary support to the family of the car owner. (Sina Finance)
The young management team has taken over Taotian Group in an all-round way
36Kr learned that Wu Yongming announced the latest organizational decision of Taotian Group, and the young management team took over the baton in an all-round way and reported directly to Wu Yongming: Wu Jia led the user platform division and Alimama division, led the Taobao business department, Taotian merchant platform department, Taotian customer satisfaction department, Jia Luo led the Tmall business department, Yiman led the M2C business department, Shaoyou led the clothing development department, and Daofang led the Taobao live broadcast and content division. Wu Yongming once called on Ali people to "reshape user value with the determination to start a business again", and emphasized: "It is necessary to let young main managers refresh the business management team, and create a mechanism and cultural environment for more young Ali people to become the core strength of Alibaba." ”
Lin Yingqi, an analyst at CICC, predicts that small and medium-sized banks may follow up with interest rate cuts
On December 22, the listed interest rates of time deposits of many large state-owned banks were lowered. Lin Yingqi, an analyst at CICC, expects that after the big bank cut, small and medium-sized banks may follow the cut, leading to a general decline in the industry's deposit interest rate. Some people in the industry also said that the subsequent reduction of bank deposit interest rates depends more on the supply and demand of the deposit market, the assets and liabilities of various types and banks, and the pressure on net interest margins. It has been learned from some small and medium-sized banks that their deposit products will also follow up and adjust interest rates. (China Securities Network)
China Association of Automobile Manufacturers: The top 10 automobile manufacturers sold a total of 22.983 million vehicles, accounting for 85.3% of total automobile sales
36Kr learned that according to the statistical analysis of the China Association of Automobile Manufacturers, from January to November 2023, the top 10 enterprises (groups) in automobile sales sold a total of 22.983 million units, accounting for 85.3% of the total automobile sales. Among the above ten companies, compared with the same period last year, BYD's sales growth rate was the most significant, Chery Holdings, Geely Holdings, BAIC Group, Great Wall Motor and Changan Automobile sales also showed double-digit growth, China's FAW sales increased slightly, GAC Group's sales increased slightly, and other companies declined to varying degrees.
Tangshan: Cancel the policy of restricting the purchase and sale of housing, and land transfer will no longer "limit house prices and competitive land prices"
36Kr learned that according to the news released by Tangshan, recently, Tangshan City, Hebei Province issued the "Implementation Opinions on Further Supporting Residents' Rigid and Improved Housing Needs". In terms of adjusting and optimizing real estate support policies, the purchase and sale restrictions will be cancelled. Cancel the purchase restriction policy of commercial housing in Lunan District, Lubei District, and High-tech Industrial Development Zone. There are no policy restrictions on the purchase of commercial housing and second-hand housing by local residents and non-local residents in the city. Cancel the policy of restricting the sale of commercial housing in Lunan District, Lubei District, and High-tech Industrial Development Zone. Newly built commercial housing can be listed and traded after obtaining the real estate property certificate. The land transfer policy of "limited house price and competitive land price" in Lunan District, Lubei District and High-tech Industrial Development Zone will be cancelled.
HSBC Holdings: Obtaining approval from the Canadian government for the sale of its Canadian operations to Royal Bank of Canada
36Kr learned that HSBC Holdings announced on the Hong Kong Stock Exchange that HSBC announced on November 29, 2022 that it would sell its Canadian business to Royal Bank of Canada after obtaining regulatory and government approvals. The sale was approved by Canada's federal finance minister on December 21, 2023, and the transaction took place. HSBC and Royal Bank of Canada continue to make progress on the completion of the transaction, which is expected to close in the first quarter of 2024. HSBC maintained its commitment to actively consider paying a special dividend of US$0.21 per share as a priority for the sale proceeds in the first half of 2024.
Apple Watch ban landed in the United States: out-of-warranty models cannot be repaired
On December 22, the U.S. International Trade Commission (ITC) officially implemented a ban on the sale of Apple Watch, and Apple's official website has stopped selling Apple Watch Series 9 and Apple Watch Ultra 2. According to Apple's official website in the United States, after opening the product page, the "Buy" button on the right side has been removed, and a "currently unavailable" reminder is printed in the upper left corner of the product. Apple also issued a memo stating that Apple Watch out-of-warranty will not be repairable due to the sales ban. "The Product Replacement (CRU) program does not apply to the following watches: Apple Watch Series 6 or later, Apple Watch Ultra or later," the memo reads. (IT House)
U.S. stock shorts lost $178 billion this year, and Tesla shorts lost $12.6 billion in the first place
Wall Street bears have lost nearly $178 billion this year as of Dec. 18, according to financial analyst firm S3 Partners. The top 5 stocks that the bears lost the most were all among the Magnificent Seven. Specifically, Tesla shorts lost the most at $12.6 billion, Nvidia shorts lost $11.3 billion, Apple shorts lost $7.7 billion, Meta shorts lost $6.3 billion, and Microsoft shorts lost $5.4 billion. (Sina Finance)
Boeing confirmed direct deliveries of the 787 Dreamliner to China for the first time since November 2019
On December 21, local time, Boeing 787-9 aircraft provided by Boeing for China Juneyao Airlines flew from Everett, Washington, to Shanghai. This is the first time since November 2019 that Boeing has delivered the 787 Dreamliner directly to a Chinese airline. It comes after media reported that Boeing had received a key clearance from Chinese regulators, which brought the company one step closer to resuming deliveries of 737 MAX aircraft to China after more than four years of frozen deliveries. "We will continue to support our customers in China and are ready to deliver products to our customers when the time comes," Boeing said in a statement. (Interface News)
Musk said X is on track to obtain remittance licenses in all U.S. states by 2024
In an interview on Dec. 21, Musk shared an update on the progress of his future financial plans for Company X. In this interview, Cathy Wood, founder of Ark Investment Management, asked Musk about the opportunities for super apps and X's progress in obtaining financial payment licenses in various U.S. states. Last week it was reported that X recently received a money transfer license from Pennsylvania, USA, and has so far obtained licenses from 13 states. When asked how far X is from getting licenses from all states, Musk made a prediction, saying, "I think we're going to get it approved in 2024." (Sina Finance)
"Shell" layoffs expand, and the CEO aims to "streamline" the business
According to people familiar with the matter, Shell has begun to lay off further employees in addition to its previously announced plans for layoffs in its low-carbon division, with CEO Wael Sawan looking to cut costs and improve competitiveness with US rivals. The layoffs are carried out on a department-by-department basis, and affected employees can choose a layoff plan or apply for jobs in other parts of the company, people familiar with the matter said. Shell declined to comment on the number of jobs involved. The company laid out a plan to investors in June to reduce "structural costs" by as much as $3 billion by the end of 2025. (Finance Associated Press)
At the forefront of AI
Several U.S. writers are suing artificial intelligence company OpenAI
According to reports, on December 20, local time, 11 American writers, including Taylor Blanche and Stacey Schiff, sued the American artificial intelligence company "Open Artificial Intelligence Research Center" (OpenAI) and Microsoft in Manhattan Federal Court in New York, accusing them of abusing their works to train the chatbot ChatGPT. The writers told the court that OpenAI infringed the copyright of their works by copying their works from the internet in bulk without permission and including them in ChatGPT's training data. The writers filed a claim for an unspecified amount of damages from the court and asked the court to order the companies to cease and desist from copyright infringement. (CCTV News)
Investment and financing
Semiconductor test equipment R&D and production enterprise "Nuoding Intelligence" completed tens of millions of yuan in Series B financing
36Kr learned that recently, the pan-semiconductor test equipment R&D and production enterprise "Nuoding Intelligence" completed tens of millions of yuan in Series B financing, which was invested by Shenzhen Venture Capital, Fosun Ruizheng Capital, Zhuzhou CRRC, Concrete Fujin and the old shareholder Panyu Industrial Investment. The funds from this round of financing will be mainly used for capacity expansion and replenishment of working capital, and strengthen the competitive advantage of talents and product research and development capabilities.
"Guangdong Ten Robots" completed tens of millions of yuan in strategic financing
36Kr learned that recently, "Guangdong Ten Robots" completed tens of millions of yuan of strategic financing, this round of financing is strategically led by the world's top 500 institutions, and Extreme Capital serves as a long-term financial advisor. The funds from this round of financing will be used to accelerate the R&D and market expansion of overseas products.
Qiancheng Capital led the financing of "Xinghan Technology" of over 100 million yuan
36Kr learned that recently, Qiancheng Capital officially announced that it would lead a new round of financing of over 100 million yuan in "Xinghan Technology". According to reports, Xinghan Technology mainly focuses on photovoltaic N-type cell paste, covering the whole process of R&D, production and sales of low-temperature silver powder and silver-clad copper powder in the upstream of HJT and perovskite tandem cells, low-temperature silver paste and silver-clad copper paste.
Cool product
QQ Music 2024 version released
36Kr learned that QQ Music released a new version in 2024, which is also a special edition for QQ Music's 18th anniversary. In terms of functional features, the new version has launched a series of personalized interactive functions such as "My Record Stand", "City Rhythm Player", "2024 Commemorative Edition Player" and "Tone Magician" to meet the diverse needs of users.
Organizing|郜梓萌
![Li Jia: After divorcing a rich man, he remarried Jin Dong as his wife, and it was also very sweet to give birth at an advanced age[fig]](data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=)