3月27日，星纪魅族在成都举办2025春季媒体沟通会，星纪魅族首席运营官（COO）廖清红宣布，4月将发布全新的魅族Note16系列，现在已开启全国预约，魅族22系列将于今年夏天发布。廖清红表示，今年是魅族品牌22周年，魅族22系列将不只是旗舰手机，还会带来对AI Device新形态的理解与思考。

蔚来拟以每股29.46港元的价格配售股份，发行不超过1.1879亿股A类普通股。计划将股票配售的净收益用于智能电动汽车技术和新产品的研发，进一步加强资产负债表以及一般企业用途。截至发稿，蔚来美股盘前跌近6%。

三只松鼠发布2024年年度报告，2024年公司营业收入106.22亿元，同比增长49.3%；归属于上市公司股东的净利润为4.08亿元，同比增长85.51%。基本每股收益1.02元。拟向全体股东每10股派发现金红利1.25元

淘宝今日正式发布新规，率先启动AI假图治理，严厉打击利用AI假图欺骗消费者、侵害原创品牌商家的违规行为，保护原创商家和消费者权益。同时，淘宝向全行业发出倡议：规范使用AI生成图片，保障商品信息真实，一起加入对AI假图的全面治理。截至目前，平台已累计拦截过度PS、AI夸大的假图近10万张。

天猫快消再投200亿推动“四大增长飞轮”全力扶优

腾讯多产品协同，助力灵活就业者找“附近的工作”

小红书电商在广州设立首个孵化中心

三、广告片

饿了么X快手：祝愿你走向春天

在春分这一冷暖分界的节点，饿了么携快手特色达人“麦子阿姨”推出温情短片，用节气连接自然时序，用人物连接时代情绪，完成了一次“春日觉醒”营销叙事。

特仑苏 × 敬一丹在春分「更好生长」

春分节气，昼夜均分，而不论地球如何变化，都要让自己「稳」下来。春分之际，特仑苏携手《人物》，邀请主持人敬一丹与大家分享如何找到让内心安稳的力量，向下长出根，向上长出叶，在处变不惊里稳稳地走向更好。

四、趋势洞察

人形机器人生产节奏渐趋明确，多家公司布局丝杠产品

行星滚柱丝杠被视为人形机器人的“关节”与“肌腱”，用于实现旋转与直线运动的转换。其应用于人形机器人关节驱动和运动控制，如手臂、腿部以及灵巧手等，是实现精准移动和稳定支撑的重要部件。从产业链人士处获悉，按照当前的价格标准，在一台人形机器人中，丝杠的价值量占比约为20%。目前双林股份、五洲新春等多家上市公司已纵向切入行星滚柱丝杠业务，但该赛道尚属蓝海阶段，头部供应商尚未形成。与人形机器人本体厂商一样，供应链还处于小规模试错、“投石问路”阶段。但是，随着人形机器人的生产节奏渐趋明确，在尺寸与性能之间实现更好平衡、成本更低的丝杠产品，有望获得更大竞争优势。

2024年潮流和收藏玩具零售总额为465.7亿元

五、海外资讯

英国数据保护局今年将关注广告技术

The UK’s Information Commissioner’s Office has three strategic priorities in 2025, and, you guessed it, online tracking is one of them.

The other two priorities are children’s privacy and updating the commission’s guidance on AI and automated decision-making.

But “it’s a really big year for online tracking at the ICO,” said Florence Greatrix, the data protection regulator’s principal policy advisor for online tracking technology, innovation and enterprise, speaking at an IAB Tech Lab privacy event in New York City last week.

And if it’s a “really big year for online tracking at the ICO,” then it should also be a really big priority for advertisers, publishers and their ad tech partners to prioritize compliance with data protection regulations – especially regarding consent.

Wonder Group 餐饮类应用赛道夺冠策略：以广告生态规模化构建增长引擎

The first few months of 2025 have seen a surge of M&A, particularly in the commerce and retail media category. But another deal caught my eye earlier this month, when the food-delivery app and restaurant tech company Wonder acquired Tastemade, a social-based and streaming media startup, for $90 million.

Wonder is itself a physical restaurant operator with 38 locations in the northeast US. It doesn’t craft its own menus but brings limited menus from established chefs in a system built for speed and delivery. It’s a creation of Marc Lore, who previously co-founded ecommerce baby supply seller Quidsi and sold it to Amazon, and then the online convenience store Jet.com, which sold to Walmart.

Wonder has expanded largely by acquisition. The company snapped up Blue Apron for $100 million in November 2023 and Grubhub for $650 million a year later, both deals far below the billions of dollars those company’s stocks had once been worth.

With Tastemade, the Wonder Group (as the portfolio is known) takes on a whole new business of streaming video and studio-style creative production.

It is a new capability, Wonder Chief Growth Officer Daniel Shlossman tells me. But it’s an important step in the company’s plan to become an advertising player that spans online and offline channels.