POP MART(09992) 36氪·2025-05-08 23:55Group 1: JunDa Co., Ltd. (钧达股份) - JunDa Co., Ltd. is in the process of issuing H-shares overseas and listing on the Hong Kong Stock Exchange, with a global offering of 63.43 million shares [1] - The estimated net proceeds from the global offering are approximately HKD 1.29 billion, based on an H-share price of HKD 22.15 per share [1] - The shares are expected to be listed and traded on May 8, 2025, subject to approval from the Hong Kong Stock Exchange [1] Group 2: Pop Mart (泡泡玛特) - The major shareholder of Pop Mart, Fengqiao Capital, has sold approximately 11.91 million shares through block trades, accounting for about 0.9% of the total share capital, involving funds of around HKD 2.2 billion [2] - Following the sales, Pop Mart's stock price dropped by 5.43% to HKD 184.5 on May 7 [2] Group 3: Huawei (华为) - Huawei's AI application flagship Quark has launched a new product called "Deep Search," which enhances intelligent retrieval and precise answering capabilities for users [12] - The Quark AI Super Box has also been upgraded to include an "Image Intelligent Processing" feature [12] Group 4: Semiconductor Industry - Hua Hong Semiconductor reported a first-quarter revenue of USD 540.9 million, a year-on-year increase of 17.6% [14] - SMIC (中芯国际) announced a first-quarter net profit of CNY 1.356 billion, a year-on-year increase of 166.5%, with a revenue of CNY 16.301 billion, up 29.4% year-on-year [15] Group 5: Gaming Industry - Nintendo's operating profit for the last fiscal year decreased by 46.6%, but it expects a 13% increase in operating profit for the current fiscal year, projecting a profit of JPY 320 billion (approximately USD 2.22 billion) [16] Group 6: Automotive Industry - Xiaomi apologized for restricting the horsepower of its SU7 Ultra model after an update, stating that it did not adequately consult users before implementing the change [3] - The company has paused the update and is working on a new version to address the issue [3] Group 7: AI and Technology - OpenAI appointed Fidji Simo as the new CEO of OpenAI Applications, who will oversee product and business functions [13] - WHEE, a visual creation tool under Meitu, launched a designer-exclusive AI tool called "Small Material Generator" to enhance design efficiency [11] Group 8: E-commerce and Delivery - The competition in the food delivery market is intensifying, with major players like Meituan and JD engaged in fierce battles for market share [18]