Krypton Evening Post｜The results of the Fifth National Economic Census have been released; Hello: The cumulative number of registered users has exceeded 750 million; Xiaomi is building a GPU ten-thousand-card cluster and will make a significant investment in the AI large model.
Big Companies:
36Kr learned that on December 26, Tmall Health released the 2024 health annual keywords. Nutritional supplements for parts such as the heart, liver, spleen, eyes, brain, and legs have become a necessity for young people. Tmall Health data shows that probiotics, glucosamine chondroitin, lutein, deep-sea fish oil, and liver-protecting tablets have become the top 5 popular items in health products.
INMO Technology Reaches a Strategic Cooperation with Chengdu Radio and Television Station
36Kr learned that recently, at the 2025 Partner Conference of Chengdu Radio and Television Station, INMO Technology officially announced a deep strategic cooperation with Chengdu Radio and Television Station. The two sides will jointly promote the empowerment of the cultural and creative industry by AI + AR technology.
Hello: The Cumulative Registered Users Have Exceeded 750 Million
36Kr learned that Hello's cumulative registered users have exceeded 750 million, building a business map composed of two-wheel shared services, four-wheel travel services, and emerging local life services. According to the Frost & Sullivan survey report, in terms of the number of hitchhiking rides in 2023, Hello's market share is 47.9%. In addition, Hello Car Rental's daily GTV peak exceeded 21 million, with more than 300 self-operated stores, covering more than 600 cities, with a vehicle supply of 300,000 units, and more than 8,000 cooperative merchants.
Xiaomi is starting to build its own GPU ten-thousand-card cluster and will make a strong investment in AI large models. When the Xiaomi large model team was established, it already had 6,500 GPU resources. When求证ing with Xiaomi about this, as of the time of publication, Xiaomi has not commented. An informed person said that the plan has been in implementation for several months, and Lei Jun has played an important leadership role in it. "In the matter of AI hardware, the core is the mobile phone rather than glasses. It is impossible for Xiaomi not to 'all in' in this field."
36Kr learned that the official account of Hongguo Short Drama posted that after being summoned by the radio and television regulatory department, Hongguo Short Drama attached great importance, responded quickly, and firmly implemented the relevant regulations and guidance requirements of the regulatory department on the management of micro short dramas. It will further improve the review system and start to check all episodes on the platform one by one from today. For the illegal content found, measures such as taking it offline will be immediately taken.
36Kr learned that an investor asked Sanan Optoelectronics, what are the advantages of the company's wholly-owned subsidiary Hubei Sanan in the Micro LED patent production line? In the face of the vigorous development trend of AI glasses and AI smart products, what are the deployments? Sanan Optoelectronics stated on the interactive platform that the company continues to invest in research and development. As of the end of the first half of 2024, the company has more than 4,000 patents (including those in application), including 2,484 authorized patents and more than 900 overseas patents, and the proportion of its own patents exceeds 95%. The company's Micro LED products are in close cooperation with domestic and foreign terminal manufacturers in the fields of AR glasses and AI glasses. The products have already been sent for sample verification, and after some customers' verification is completed, they have entered the stage of scheme upgrade and optimization. The company's Micro LED production capacity is continuously expanding.
Zhejiang Zhenzong Investment Co., Ltd. and Zhejiang Qili Investment Co., Ltd. recently underwent industrial and commercial changes. The grassroots trade union joint committee of Hangzhou Wahaha Group Co., Ltd. withdrew from the shareholder ranks of the above-mentioned companies, and Zong Fuli's shareholding ratio increased to 100%. In response, Wahaha said: "The industrial and commercial change procedures of the two companies are in compliance with laws and regulations."
Investment and Financing:
The Japanese Government Plans to Invest 100 Billion Yen in Chip Manufacturer Rapidus
It is reported that the Japanese government plans to invest 100 billion yen (approximately 4.6 billion yuan) in Rapidus in the second half of 2025. The capital participation of existing shareholders and new shareholders is expected to total about 100 billion yen, and the Japanese government will make an investment of the same scale. Rapidus plans to use the funds to purchase additional extreme ultraviolet (EUV) lithography equipment and other equipment required for mass production starting in 2027.
"Starlight Culture and Technology" Obtains $30 Million in Series A Financing
36Kr learned that "Starlight Culture and Technology" announced the completion of Series A financing, with a financing amount of up to $30 million. This round of financing is led by VVIP MANAGEMENT SDN BHDD and Budis Holding Limited.
"Zhongwei Chuangxin" Completes Nearly 100 Million Yuan Pre-B Round Financing
36Kr learned that "Zhongwei Chuangxin", a power semiconductor device R & D manufacturer, has recently completed the Pre-B round financing, with an amount of nearly 100 million yuan. This round of financing is led by Qingdao Guoxin, with Yuancheng Duoying Investment and Yunhui Shunhe Fund following the investment. This round of financing will mainly be used for product research and development, market expansion, and supplementary working capital. Previously, the A-round investors included Junshi Investment, Qingdao Gaochuang, Nanxi Venture Capital, and Zhongke Hengyi.
Today's Views:
It is reported that Doug Lefever, the CEO of Advantest, said that if investments in data centers slow down, the demand for AI phones will help protect some areas of the semiconductor industry from a "malignant" recession. Doug Lefever said he is watching for signs of a slowdown in spending by US tech giants on artificial intelligence. Meta, Google, and Microsoft have been making significant investments in data centers.
Other News Worth Noting:
36Kr learned that according to the National Railway Administration, the National Railway Supervision and Management Work Conference was held today. Up to now, the national railway business mileage is about 162,000 kilometers, including about 47,000 kilometers of high-speed rail and more than 25,000 kilometers of local railways; it is expected that the national railway fixed asset investment will exceed 800 billion yuan throughout the year, and about 3,000 kilometers of new lines will be put into operation, including about 2,300 kilometers of high-speed rail. The railway passenger and freight transportation volume has maintained a steady growth. It is expected that the annual national railway passenger delivery volume will be about 4.3 billion people throughout the year, with a year-on-year growth of about 11.7%; the railway freight delivery volume will be about 5.18 billion tons, with a year-on-year growth of about 3%. The high-quality development of the railway has achieved new results, effectively supporting the continuous recovery and improvement of China's economy.
Xinjiang Has Received Over 300 Million Tourists This Year, Setting a New Record
In 2024, Xinjiang received over 300 million domestic and foreign tourists, with a year-on-year growth of about 14%, setting a new record, and achieving a total tourism revenue of about 355.2 billion yuan, with a year-on-year growth of about 21%.
According to CNNC, on December 26, China's first commercial reactor online irradiation production isotope device was officially put into operation at the CNNC Qinshan Nuclear Power Base. The first batch of lutetium-177 medical isotopes produced here also came out of the reactor simultaneously. In the future, short-half-life medical isotopes such as lutetium-177, strontium-89, and yttrium-90 can be produced on a large scale, stably and continuously, which is of positive significance for promoting precision medicine and tumor treatment. The heavy water reactor has the characteristics of high neutron flux in the core, refueling without reactor shutdown, and stable operation. The CNNC Qinshan Nuclear Power Base overcame a series of technical difficulties. This device has unique advantages in isotope production, such as high efficiency, large output, high specific activity, continuous production, and stable supply.
The Results of the Fifth National Economic Census Are Released
The results of the Fifth National Economic Census are released. The standard time point of this census is December 31, 2023, and the period data of the census is 2023. The census objects are all legal entities, industrial activity units, and individual business households engaged in the secondary and tertiary industry activities within the territory of China. In general, the Fifth National Economic Census has comprehensively clarified the foundation of the secondary and tertiary industries in China, can truly reflect the economic and social development status of China, and has achieved the expected goals. The census results show that by the end of 2023, there were 33.270 million legal entities engaged in the secondary and tertiary industry activities in the country, an increase of 52.7% compared with the end of 2018, with 428.984 million employees, an increase of 11.9%, and 87.995 million individual business households, with 179.564 million employees.