今日看点
✦ 哔哩哔哩：双重主要上市转换建议获股东周年大会通过
✦ 雷军官宣小米新自研芯片：澎湃G1电池管理芯片，实现电池管理全链路技术自研
✦ 饿了么举办“靠谱蓝骑士”活动，奖金最高16888元
✦ 肯德基独立茶饮品牌“爷爷自在茶”全国首店开业，落地苏州绿宝广场
✦ 中国银联：云闪付App“一键查卡”功能面向境内所有省市开放
✦ 香港故宫文化博物馆7月2日正式对外开馆，荣耀Magic4至臻版用影像见证
✦ 谷歌与开发者达成协议，同意支付9000万美元解决抽佣纠纷
✦ Counterpoint Research：全球智能手机月销量8年来第二次跌破1亿部
国内要闻
1、哔哩哔哩：双重主要上市转换建议获股东周年大会通过
2、饿了么举办“靠谱蓝骑士”活动，奖金最高16888元
3、雷军官宣小米新自研芯片“澎湃G1电池管理芯片”，小米实现电池管理全链路技术自研
4、土巴兔更新招股书：2021年营收6.5亿元，研发费用占比逐年提升
5、创业黑马：拟定增募资不超1.14亿元，用于黑马企服云数智平台建设项目
6、中海油发布“双碳”行动方案，“十四五”期间碳排放强度下降10%-18%
7、京粮控股：拟与中储粮等总投不低于48亿元建设粮油储备和食品加工产业园项目
8、宝钢股份：所属子公司宝武碳业首次公开发行股票并在创业板上市申请受理
9、河钢集团：河钢自主研发智能制造领域创新平台，填补国内技术空白
10、中国稀土集团国际贸易有限公司在江西赣州成立，聚焦推动实现中国稀土集团贸易运营一体化
政务快讯
1、国家网信办集中打击一批“李鬼”式投资诈骗平台
2、国家卫健委：不得对来自低风险地区的人员采取隔离、限制出行等措施
3、保护消费者合法权益，《明码标价和禁止价格欺诈规定》7月1日起施行
4、三部门：推广疫情防控保险，助力做好保市场主体保就业保民生工作
5、国家发改委下达污染治理和节能降碳专项（污染治理方向）2022年中央预算内投资计划
6、上海：将高校毕业生等青年就业作为重中之重
7、北京：用人单位招用北京市高校毕业生可申请每人1500元补助
8、海南：国内首部游艇产业地方性法规正式实施
9、成都将通过云闪付APP再次发放2亿元消费券，涵盖零售、餐饮、文旅行业
10、浙江：不断健全工业互联网安全工作机制，持续提升浙江工业互联网安全保障能力
科技通信
1、中国移动研究院发布面向矿山行业的5G专用定制网络（DCCN）解决方案
2、TCL华星武汉扩产项目迎新进展：首台自动化设备成功搬入
3、长电科技：公司可以实现4nm手机芯片封装以及CPU、GPU和射频芯片的集成封装
4、富满微：公司5G射频芯片产品可用于所有主流手机及模组平台方案
5、Counterpoint：2022年5月全球智能手机市场销量同比下降10%至9600万部，8年来第二次跌破1亿部
文娱影游
1、2022年暑期档总票房（含预售）破20亿
2、快手推出系列非接触式时尚特效，独家技术探索短视频创作新路径
3、任天堂推出Switch付费保修服务，订阅费每月200日元
4、精灵宝可梦Go开发商Niantic裁员80多人，砍掉4个项目
5、韩国足协：韩国已正式向亚足联提交2023年亚洲杯申办申请
金融财经
1、央行：6月对金融机构开展常备借贷便利操作共14.14亿元
2、国家开发银行上半年2195亿元贷款服务大湾区建设
3、中国银联：云闪付App“一键查卡”功能面向境内所有省市开放
4、股权变更落地，山东省新动能基金成万家基金第二大股东
5、2021年度券商文化建设评级结果出炉，国君、银河、中信、中金、广东五家获AA
住房地产
1、万科A：累计耗资12.92亿元回购7296万股A股股份
2、朗诗绿色地产更名为“朗诗绿色管理有限公司”获正式通过
3、广州白云城际TOD项目规划获批，将打造11栋住宅+5栋办公楼
4、西安首个轨道交通TOD保障性租赁住房项目开工建设
5、龙元建设：签署约2.46亿元三亚合联中央商务区项目钢结构工程专业分包合同
零售电商
1、肯德基独立茶饮品牌“爷爷自在茶”全国首店开业，落地苏州绿宝广场
2、喜茶《梦华录》联名饮品热销，上线当日卖出近30万杯
3、15个环节、34个参数，盒马“最严预制虾标准”出炉
4、李宁控股股东非凡中国递表港交所，2021年内溢利44.74亿元
5、冰淇淋市场规模持续上升，京东生鲜携手伊利、钟薛高等品牌开启冰淇淋超单日活动
汽车出行
1、小鹏汽车：6月总交付15295台，获本月新势力交付冠军
2、理想汽车：6月交付13024辆，第二季度累计交付28687辆
3、蔚来汽车：6月交付量为12961辆，第二季度累计交付25059辆
4、哪吒汽车：6月份交付量13157台，1-6月份累计交付量63131台
5、零跑汽车：6月交付11259台创历史新高，上半年累计交付量同比增超265%
6、小康股份：6月新能源汽车销量12418辆再创历史新高，赛力斯销量同比增长524.12%
7、广汽埃安：6月销量24109台同比增长182%，上半年累计销量突破10万台
8、极氪智能科技：6月极氪001交付4302台，累计交付25017台
9、AITO汽车：问界M5车型6月销量7021辆再创新高，新增大定10685辆
10、创维汽车：六月交定1473台，预计2022年完成总销量30000辆
教育培训
1、上海发布高考提醒：考前3天所有考生要测2次核酸
2、青岛启动义务教育新课程方案和新课程标准专题培训
3、天津：搭建“三高共育”拔尖创新人才培养平台
4、广东发布体育美育工作方案：提高体育分值，探索艺术成绩进中考
5、陕西今年招聘农村义务教育特岗教师4278人，以普通高校本科毕业生为主
医疗健康
1、新松机器人已为上海部分小区及商厦提供24小时核酸无人采样
2、国检集团拟收购湖南华科49%股权，推动华中区域检测业务发展
3、乐纯生物完成对格氏流体100%收购，正式开启外延式增长
4、江苏首家生物试剂“新基建”落地，提供生物试剂全产业价值链一体化服务
5、重庆市体外诊断技术创新战略联盟成立，重庆迪安与重庆精准研究院任副理事长单位
旅游民宿
1、文旅部门下半年将组织实施促进文旅消费行动计划
2、第九届安徽文化惠民消费季启动，发放消费券近1.9亿元
3、美丽新疆“码”上游，“游新疆”平台全新上线
4、中国国家博物馆：考古成果展7月2日起对公众开放，240余件代表性文物亮相
5、香港故宫文化博物馆7月2日正式对外开馆，荣耀Magic4至臻版用影像见证
区块链
1、2022全球元宇宙大会将于今年8月18日至19日在上海举办
2、电影《我和我的祖国》非同质化角色数字藏品将于7月3日全球首发
3、Meta将在9月关闭其加密货币项目Novi
4、阿迪达斯将与英格兰克劳利镇足球俱乐部合作发行NFT
5、法国戛纳市将十处城市地标遗产以NFT数字藏品形式进行拍卖
国际视角
1、谷歌与开发者达成协议，同意支付9000万美元解决抽佣纠纷
2、苹果产品7月1日起在日本全面涨价，最高涨幅25%
3、Meta大幅削减招聘计划，扎克伯格警告为衰退做好准备
4、七年来首次，日本启动全国节电季
5、韩国上调电费及燃气费：每户月均多缴1535韩元电费和2220韩元燃气费
融资收购
1、酒店共享经济增值服务提供商「羊圈科技」完成千万元级Pre-A轮融资
2、一站式数字物流信息化服务商「文景信息」完成首轮战略融资，投资方为中远海运发展股份有限公司
3、碳化硅功率器件制造商「基本半导体」完成C3轮融资，由粤科金融和初芯基金联合投资
4、剧本杀品牌服务商「由马探案」获得天使轮融资，由北京金慧丰投资
5、抗肿瘤药物研发商「礼新医药」完成B轮融资，由启明创投、夏焱资本、泰鲲基金联合领投，上海生物医药基金跟投
Today’s highlights
Bilibili: dual major listing conversion proposal approved by the annual general meeting of shareholders
Thunder officer Xuan Xiaomi new self-developed chip: thepaper.cn G1 battery management chip to achieve self-development of battery management full-link technology.
Ele.me held a “reliable Blue Knight” event with a bonus of up to 16888 yuan
The national first store of “Grandpa Free Tea”, an independent tea brand of KFC, opened and landed in Lubao Square in Suzhou.
China UnionPay: cloud flash App “one-click check card” function is open to all provinces and cities in the country.
The Hong Kong Imperial Palace Cultural Museum officially opened on July 2, witnessed by the honorable Magic4 edition.
Google has reached an agreement with developers to pay $90 million to settle the commission dispute.
Smartphone Counterpoint Research: monthly global smartphone sales fall below 100m for the second time in eight years
Important domestic news
1. Bilibili: the dual major listing conversion proposal was adopted by the annual general meeting of shareholders.
2. Ele.me held the “reliable Blue Knight” activity with a maximum bonus of 16888 yuan.
3. Lei officer Xuan Xiaomi newly developed the chip “thepaper.G1 battery management chip”, and Xiaomi realized the self-research of battery management full-link technology.
4. Tuba Rabbit updates the prospectus: revenue in 2021 is 650 million yuan, and the proportion of R & D expenses is increasing year by year.
5. Dark Horse for Entrepreneurship: it is proposed to raise no more than 114 million yuan to be used for the construction project of the dark horse enterprise service cloud math intelligence platform.
6. CNOOC issued a “double carbon” action plan, resulting in a 10% reduction in carbon emission intensity by 18% during the 14th five-year Plan period.
7. Beijing Cereal Holdings: it is proposed to invest no less than 4.8 billion yuan to build a grain and oil reserve and food processing industrial park with China Grain Storage.
8. Baosteel shares: Baowu carbon Industry, a subsidiary of Baowu carbon Co., Ltd., makes an initial public offering and accepts the application for listing on the gem.
9. Hegang Group: Hegang independently developed an innovative platform in the field of intelligent manufacturing to fill the domestic technology gap.
10. China rare Earth Group International Trading Co., Ltd. was established in Ganzhou, Jiangxi Province, focusing on promoting the integration of trade and operation of China rare Earth Group.
Government affairs bulletin
1. The State Internet Information Office focuses on cracking down on a number of “Li Gui” investment fraud platforms.
2. National Health Commission: measures such as isolation and travel restrictions shall not be taken for people from low-risk areas.
3. To protect the legitimate rights and interests of consumers, the provisions on explicit pricing and Prohibition of Price Fraud will enter into force on July 1.
4. Three departments: promote epidemic prevention and control insurance, help to protect the main body of the market, protect employment and protect people’s livelihood.
5. The National Development and Reform Commission issued the special project of pollution control and energy conservation and carbon reduction (direction of pollution control). Investment plan within the central budget for 2022.
6. Shanghai: regard the employment of college graduates and other young people as the top priority
7. Beijing: employers who recruit college graduates in Beijing can apply for a subsidy of 1500 yuan per person.
8. Hainan: the first local regulation of domestic yacht industry has been formally implemented.
9. Chengdu will issue 200 million yuan of consumption coupons again through Cloud Flash APP, covering retail, catering, literature and tourism industries.
10. Zhejiang: constantly improve the working mechanism of industrial Internet security, and continuously improve the ability of industrial Internet security in Zhejiang.
Science and technology communication
1. China Mobile Research Institute publishes 5G customized network (DCCN) solution for mining industry.
2. TCL Huaxing Wuhan production expansion Project Welcome Progress: the first automation equipment has been successfully moved into
3. Changdian Technology: the company can realize the packaging of 4nm mobile phone chips and the integrated packaging of CPU, GPU and RF chips.
4. Fuman Micro: the company’s 5G RF chip products can be used in all mainstream mobile phones and module platform solutions.
5. Counterpoint: global smartphone market sales fell 10% year on year to 96 million units in May 2022, falling below 100 million units for the second time in 8 years
Entertainment and film tour
1. The total box office (including pre-sale) in the summer of 2022 exceeded 2 billion
2. Kuaishou launched a series of non-contact fashion special effects, exclusive technology to explore new ways to create short videos.
3. Nintendo launches Switch paid warranty service with a subscription fee of 200 yen per month.
4. Niantic, a developer of Pokemon Go, has laid off more than 80 people and cut 4 projects.
5. South Korean Football Association: South Korea has formally submitted an application for the 2023 Asian Cup to the Asian Football Federation.
金融财经
1. Central Bank: in June, the standing lending facilities for financial institutions totaled 1.414 billion yuan.
2. China Development Bank provided a loan of 219.5 billion yuan in the first half of the year to serve the construction of Dawan area.
3. China UnionPay: the “one-click check card” function of Cloud Flash App is open to all provinces and cities in China.
4. equity change landed, Shandong New momentum Fund became the second largest shareholder of Wanjia Fund.
5. According to the rating results of the cultural construction of securities firms in 2021, Guojun, Galaxy, CITIC, CICC and Guangdong won the AA.
住房地产
1. Vanke A: spent 1.292 billion yuan to buy back 72.96 million A shares
2. Langshi Green Real Estate has changed its name to “Langshi Green Management Co., Ltd.” has been officially approved.
3. Guangzhou Baiyun intercity TOD project planning has been approved, which will build 11 houses and 5 office buildings.
4. Xi’an ‘s first rail transit TOD indemnificatory rental housing project starts construction.
5. Longyuan Construction: sign about 246 million yuan Sanya Union Central Business District project steel structure engineering professional subcontract
零售电商
1. KFC independent tea brand “Grandpa Free Tea” opened its first store in the country and landed in Suzhou Lubao Square.
2. Happy tea “Menghualu” beverage sold well, and nearly 300000 cups were sold on the day of launch.
3, 15 links, 34 parameters, box horse “the strictest prefabricated shrimp standard” came out.
4. Li Ning’s controlling shareholder, extraordinary China, made a profit of 4.474 billion yuan in 2021 on the Hong Kong Stock Exchange.
5. The scale of the ice cream market continues to rise. JingDong Fresh and other brands such as Yili and Zhong Xuegao launched ice cream super-one-day activities.
汽车出行
1. Xiaopeng car: a total of 15295 units were delivered in June, winning the championship delivered by the new power this month.
2. Ideal car: 13024 cars were delivered in June and 28687 in the second quarter.
3. Xilai: the delivery volume was 12961 in June and 25059 in the second quarter.
4. Nashi cars: 13157 units were delivered in June and 63131 units were delivered from January to June.
5. zero running cars: 11259 units were delivered in June, a record high, and the cumulative delivery volume in the first half of the year increased by more than 265% compared with the same period last year.
6. Well-off shares: sales of 12418 new energy vehicles hit another record high in June, and Selis sales increased by 524.12% year-on-year.
7. GAC Ean: sales of 24109 units in June increased by 182% over the same period last year, and the cumulative sales in the first half exceeded 100000 units.
8. Polar Krypton Intelligent Technology: 4302 sets of polar krypton 001 were delivered in June, with a total of 25017 units delivered.
9. AITO cars: the sales of M5 models hit a new record high of 7021 in June, with an increase of 10685 in Dading.
10. Skyworth: 1473 units were delivered in June, and the total sales are expected to be 30000 in 2022.
教育培训
1. Shanghai issued a reminder of the college entrance examination: 3 days before the exam, all candidates should test the nucleic acid twice.
2. Qingdao launches the special training of the new curriculum plan and new curriculum standards for compulsory education.
3. Tianjin: build a “three-high co-education” top-notch innovative talent training platform.
4. Guangdong issued a work plan for sports aesthetic education: improving sports scores and exploring artistic achievements in the senior high school entrance examination.
5. Shaanxi will recruit 4278 special post teachers in rural compulsory education this year, mainly college graduates & nbsp.
医疗健康
1. Xinsong Robot has provided 24-hour unmanned nucleic acid sampling for some residential areas and commercial buildings in Shanghai.
2. The State Inspection Group intends to acquire 49% of Hunan Huake to promote the development of testing business in Central China.
3. Lechun Biological has completed the 100% acquisition of Grignard fluid, officially starting epitaxial growth.
4. Jiangsu’s first biological reagent “new infrastructure” has landed to provide the value chain integration service of the whole biological reagent industry.
5. Chongqing in vitro Diagnostic Technology Innovation Strategic Alliance was established, with Chongqing Dean and Chongqing Precision Research Institute serving as vice chairmen.
Tourist accommodation
1. The Culture and Tourism Department will organize and implement an action plan to promote the consumption of Culture and Tourism in the second half of the year.
2. The ninth Anhui Culture Huimin consumption season was launched, and nearly 190 million yuan of consumption coupons were distributed.
3. Upstream of beautiful Xinjiang “code”, “Tour Xinjiang” platform is newly launched.
4. The National Museum of China: the exhibition of archaeological achievements opened to the public on July 2, and more than 240 representative cultural relics were unveiled.
5. The Hong Kong Imperial Palace Cultural Museum officially opened to the public on July 2, witnessed by the honorable Magic4 edition.
Block chain
1. 2022 Global Metacosmos will be held in Shanghai from August 18 to 19 this year.
2. The digital collection of non-homogeneous characters in the movie “me and my Motherland” will be released worldwide on July 3.
3. Meta will close its cryptocurrency project Novi in September
4. Adidas will issue NFT in cooperation with Crowley Town Football Club in England.
5. Ten urban landmark heritages are auctioned in the form of NFT digital collection in Cannes, France.
International perspective
1. Google reached an agreement with developers to pay $90 million to settle the commission dispute.
2. The price of Apple products will rise across the board in Japan from July 1, with a maximum increase of 25%.
3. Meta slashed recruitment plans, and Zuckerberg warned to prepare for recession
For the first time in seven years, Japan has launched a national power-saving season
5. South Korea increases electricity and gas charges: each household pays an extra 1535 won per month for electricity and 2220 won for gas.
Financing acquisition
1. Hotel sharing economy value-added service provider “Sheepfold Technology” completes 10 million yuan Pre-A round financing.
2. Wenjing Information, an one-stop digital logistics information service provider, has completed the first round of strategic financing, and the investor is COSCO Shipping Development Co., Ltd.
3. Basic Semiconductor, a manufacturer of silicon carbide power devices, has completed the C3 round of financing, which is jointly invested by Yueke Finance and the Primary Core Fund.
4. Script killing brand service provider “by Ma Tan” obtained angel round financing, invested by Beijing Jin Huifeng.
5. Anti-tumor drug developer “Lixin Pharmaceutical” completed round B financing, led by QiMing Venture Partners, Xia Yan Capital and Taiyuan Fund, and followed by Shanghai Biopharmaceutical Fund.
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