Ant Group Ecosystem
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Research and development investments are close to the combined sum of BAT! Does ByteDance want to become China's OpenAI?
Zheshang stated that ByteDance has made huge investments in AI, with capital expenditures reaching 80 billion yuan in 2024, approaching the total of Baidu, Alibaba, and Tencent (about 100 billion yuan). Research and development investments significantly lead their peers; analogously, just as Microsoft is strongly investing in OpenAI, ByteDance in China may be comparable to OpenAI in the USA.
Breaking through 41 billion! The annual box office is still racing. Next year's Spring Festival lineup is "a big hit" | Year-end summary.
① The 2024 film market has entered the final sprint phase, and as this year's last major release period, the box office for the New Year's season has surpassed 2.1 billion yuan. The total box office for China Film Co., Ltd. in 2024 has reached 41.696 billion yuan; ② With the recovery of production capacity and the scheduling of blockbusters, the industry generally has a good expectation for the 2025 Spring Festival release period, with several listed film companies presenting "big hits" to compete in next year's Spring Festival.
The new leader of Ant Group has fired the first shot.
Major transformation.
ANT GROUP CO., LTD. makes another adjustment! Imitating Huawei, it implements a rotating presidency system, with a senior executive from Cainiao appointed as CFO.
1. ANT GROUP CO., LTD. established the Digital Payment business group to accelerate the development of innovative payment products and strengthen the payment infrastructure. 2. The Digital Payment business group and the Alipay business group have implemented a rotating presidency system. According to the latest news, Liu Zheng, CFO of Cainiao, has joined ANT GROUP CO., LTD. to succeed Han Xinyi as CFO.
After long-term bonds fell below 2%, insurance funds shifted towards equity assets, with high dividend and high ROE being the top choices.
Recently, the yield on 30-year government bonds has fallen below 2.0%. Guosen believes that the central tendency of long-term bond rates continues to decline, and the pressure on investment income from insurance funds is further increasing. Since the beginning of this year, companies represented by Great Wall Life, China Pacific Insurance, and Ruizhong Life have been increasing their stakes in high-quality listed companies, mainly concentrated in industries such as utilities, transportation, and Banks, which have high dividend yields and relatively stable ROE levels.
Three insurance companies have been approved to issue bonds worth 39 billion. Insurance companies have replenished a total of 117.5 billion yuan this year, slightly exceeding last year's total.
① On the same day, the Financial Regulatory Bureau disclosed that the perpetual bonds or capital supplement bonds issued by Ping An Life, China Postal Insurance, and China United Property Insurance have been approved, with a cumulative approved issuance scale not exceeding 39 billion yuan; ② The demand for "blood replenishment" in the Insurance Industry remains significant within the year. As of December 20, the cumulative issuance scale of capital supplement bonds and perpetual bonds by Insurance Institutions has reached 117.5 billion yuan, slightly higher than the total for last year.
Investing in Hong Kong, Alibaba has arrived! Alibaba's Entrepreneur Fund has established a 0.15 billion dollar AI Fund.
① Alibaba's Entrepreneur Fund announced the establishment of an AI Fund, amounting to 0.15 billion USD, primarily covering Industries where AI can be deeply applied. ② Almost at the same time, ByteDance founder Zhang Yiming also arrived, and his investment Institutions officially acquired Hong Kong's No. 9 license to start investing in the AI field. ③ This year, Hong Kong ranks eighth among the top ten regions globally in terms of total financing for AI enterprises.
Eight Overseas wallets have been integrated into WeChat Pay, allowing direct payment through WeChat scanning.
① WeChat Pay has added access for 8 Overseas Institutions wallets. ② WeChat Pay will also expand "outsourcing for internal use" to over 10 Overseas Institutions wallets in multiple countries and regions, including South Korea, Singapore, and Malaysia.
Alibaba Stock Rises Marginally In Overnight Trading On Robinhood Despite $1.3 Billion Loss From Sale Of Chinese Retail Chain Intime
Alibaba lost 9.3 billion and sold 100% of its shares in Intime, while Youngor Group made another successful investment.
① Alibaba will sell 100% equity of Intime Department Store to a buyer consortium composed of Youngor Group and Intime management team members. ② This year, Youngor Group has strengthened its investment in physical businesses, opening 13 new fashion experience stores offline. ③ Alibaba entered Intime in 2014 and gradually became the largest shareholder; as New Retail progressed to a decline, Alibaba ultimately let go of Intime.
Investing over 2 billion again! Zhongbao Investment, along with New China Life Insurance and others, establishes a new Fund as integrated circuit investment transforms from a "marathon" into a "relay race."
① Shanghai has become one of the centers of the integrated circuit industry in China, with significant contributions from insurance capital; ② China Insurance Investment and others have established a Fund, investing over 2 billion to take shares in the Shanghai integrated circuit Fund; ③ The advanced manufacturing industry, which is highly capital and technology-intensive, requires "live water" from insurance financial capital.
Alibaba Games is about to launch an attack.
Inject enthusiasm.
Alibaba Options Volume More Than Triples After China Vows to Bolster Growth
Jack Ma makes a rare public appearance and speaks out.
Guide the ants in the right direction.
Jack Ma appeared, coming for the future of Ant Group for the next 20 years.
"The future will ultimately be decided by doing things that are truly valuable and different."
Ant Group CEO Change of Guard
Return to growth.
China Pacific Insurance announced a stake in cosco ship engy listed in hong kong. Since November, there have been 7 instances of insurance capital acquiring stakes, possibly preparing for asset allocation next year.
① china pacific insurance announced that it has acquired shares in cosco ship engy listed in hong kong, with the company and its associates and concerted parties collectively holding 5.04%; ② china pacific insurance indicated that it does not rule out the possibility of further investment in the future; ③ insurance capital's enthusiasm for acquiring shares has increased towards the end of the year, with a total of 7 acquisitions since November, and industry insiders believe that insurance companies are beginning to prepare for asset allocation for next year.
New China Life Insurance acquired a stake in haitong sec's H shares, marking the first time in five years that an insurance institution has taken a stake in a listed brokerage, and it is still buying shares after the acquisition.
① New China Life Insurance announced today that it has made a significant investment in Haitong Sec listed in Hong Kong, with the latest announcement showing a shareholding ratio of 5.4846%. ② According to data from the industry association, this is the first time this year that insurance funds have taken a stake in brokerage stocks. It is also the first time in five years that they have taken a stake in brokerage stocks. ③ The latest announcement from yesterday (December 3) shows that New China Asset is still continuing to buy, having acquired 8 million shares of Haitong Sec on December 2 at a price of 7.0024 HKD per share.
0.5 billion "Aesthetic Culture" ignites the millet economy: saving offline business districts and supporting a trillion yuan market | Frontline
① Relevant data shows that in recent years, the number of pan-2D users in china has rapidly grown, and it is expected that by 2026, this number will further increase to 0.52 billion people. ② In recent years, many traditional retail locations have been poorly managed and have actively aligned with the consumption preferences of young people, introducing a large number of trendy toys and related merchandise. ③ The core of the guzi economy revolves around developing commodities that satisfy the emotional value of consumers based on intellectual property.
1688 has actually embarked on the road of OEM.
New exploration.