今日看点
✦ 中国移动5G基站累计开通95万个，中国联通与中国电信累计开通5G共享基站86万站
✦ 贵州茅台上半年完成年度“过半任务”，“i茅台”APP日活近200万
✦ 饿了么启动快手直播招工，吸纳蓝骑士人才
✦ 阿里云盘微信小程序上线：支持微信一键登录、好友分享、在线播放视频等
✦ 鲁商服务正式登陆港交所，成山东首家物业管理上市公司
✦ 紫燕食品IPO首发过会：门店超5000家，冲刺“佐餐卤味第一股”
✦ 长城汽车上半年累计销售新车超50万辆，海外累计销量突破100万辆
✦ 上海：培育“元宇宙”新赛道，到2025年相关产业规模达3500亿元
国内要闻
1、交通运输部约谈货拉拉、满帮、快狗打车、滴滴货运：要求立即整改，公开抽成比例
2、饿了么启动快手直播招工，吸纳蓝骑士人才
3、阿里云盘微信小程序上线：支持微信一键登录、好友分享、在线播放视频等
4、贵州茅台上半年完成年度“过半任务”，“i茅台”APP日活近200万
5、支付宝开放平台发布7月巡检公示：半年处理恶意营销推广链接逾2000条
6、凯迪仕与腾讯云达成战略合作，发布智能门锁联合产品方案
7、上海能科与京东物流达成合作：加速县域清洁能源布局，为“双碳”按下快进键
8、友普加入红帽CCSP，加速中国市场混合云创新
9、汉王科技：数字哨兵产品已落地多地医院、机场、园区等防疫场景
10、2022福布斯中国最佳雇主出炉：唯品会、小米等企业上榜
政务快讯
1、市场监管总局：加大力度打击以销售涉老“食品”“保健品”等“养老产品”为名的虚假宣传等违法行为
2、工信部公布第五十六批免征购置税的新能源车型目录：小鹏G9、问界M5e、蔚来ET5、五菱征程EV等在列
3、国家药监局发布《疫苗生产流通管理规定》，自发布之日起施行
4、国家能源局：加快推进重大水电、抽水蓄能和大型风光基地建设
5、财政部和交通运输部：3年支持30个城市实施国家综合货运枢纽补链强链
6、上海体育局：下半年争取举办70项左右国际国内赛事
7、北京市今年将新建2万个电动汽车充电桩，可再生能源消费占比将达12%
8、江苏2亿元补贴绿色节能家电促消费，单款商品可享10%补贴
9、山东：2025年建筑业总产值达到2.3万亿元，走在全国前列
10、RCEP正式生效实施已满半年，广西358项进出口优势商品降为零关税
科技通信
1、中国移动5G基站累计开通95万个，千兆光纤覆盖超过1.8亿户
2、中国联通：与中国电信累计开通5G共享基站86万站，在广东开通8.8万站
3、中国铁塔换电服务累计超6亿次，减少碳排放超170万吨
4、紫光展锐携手广和通共同推动5G R16 快速商用落地
5、高通携手合作伙伴打造5G无界XR赛事体验方案，开启“智慧工体”新机遇
文娱影游
1、时隔21年再发新作，仙剑系列衍生单机新作《仙剑客栈2》正式发售
2、《暗黑破坏神：不朽》亚太地区全面上线，第一批内容更新释出
3、育碧公布《全境封锁：曙光》首部预告片：本体免费，即将开始测试
4、任天堂重新上线Wii和DSi游戏商店，但将在“未来某个日期”关闭
5、Epic下周免费游戏公布：《神奇小子：龙之陷阱》，1989年同名游戏重制
金融财经
1、证监会启动私募股权创投基金向投资者实物分配股票试点，支持私募基金加大服务实体经济力度
2、银保监会印发《金融资产投资公司资本管理办法（试行）》
3、中国银行间交易商协会：23家企业成功试点“常发行计划”机制
4、中银香港与标普推出首支聚焦大湾区气候转型指数
5、香港金管局宣布正式加入国际金融消费者保护组织
住房地产
1、“山东物业管理第一股”鲁商服务登陆港交所：上市首日破发跌超25%，市值5.9亿港元
2、西部首单基础设施公募REITs，国金中国铁建REIT正式上市
3、万纬物流与融通地产共同出资建设的融万低碳冷链物流园开仓
4、西安首个面向社会公开租赁的保障性租赁住房项目安居·乐筑（亿润店）正式投用
5、甘肃（兰州）国际陆港-普洛斯管理物流园开园，规划面积73平方公里
零售电商
1、苏宁易购开启绿色节能家电补贴风暴：到店即享10%政府补贴，最高5000元
2、平价雪糕受青睐，美团即时零售助力小店单月订单量增288％
3、鲜丰水果启动“鲜丰有爱桑梓助农”消费捐公益活动，助力果农致富增收
4、紫燕食品IPO首发过会：门店超5000家，冲刺“佐餐卤味第一股”
5、adidas与全球11家不同风味餐厅推出合作鞋款，两家中国餐厅入选
汽车出行
1、长城汽车上半年累计销售新车超50万辆，海外累计销量突破100万辆
2、奇瑞集团6月销量10.5万辆同比增长43.6%，单月出口3.6万辆创历史新纪录
3、上汽集团：上半年整车销量223.43万辆，自主品牌、新能源、海外市场“新三驾马车”引领新增长
4、宝马集团上半年在华交付37.87万辆，纯电动成最强增长引擎
5、通用汽车第二季度在华销量逾48万辆，新能源产品销量同比上升12.5%
教育培训
1、教育部预警：高校招生录取期间，谨防“花钱买内部指标”等陷阱
2、三部委：支持专业力量进校参与体育课后服务，费用要明显低于校外标准
3、国家24365大学生就业服务平台新升级，实现“一站式”服务和管理
4、深圳学前教育条例：社会资本不得控制公办幼儿园、非营利性民办幼儿园
5、山东举办首届教育融媒体大会，确定首批20家融媒建设试点单位
医疗健康
1、“血管介入手术机器人第一股”润迈德医疗正式登陆港交所：上市首日破发跌15.38%，市值61.64亿港元
2、华大智造基于HotMPS测序试剂的基因测序仪正式进入英国市场
3、香雪制药：中国首个TCR-T细胞治疗产品开启II期临床研究
4、觅瑞正式启动全球首个cfRNA结合cfDNA多组学泛癌种早筛研究CADENCE项目
5、英国BSI为北京市医疗机器人产业创新中心颁发ISO 27001和ISO 9001认证
旅游民宿
1、飞猪与万宁市旅文局战略合作，落地飞猪奇妙旅行节、打造万宁“超级目的地”
2、广州与携程联合启动“超级目的地”项目，构筑广州文旅新引擎
3、北京冬奥会标志性场馆“冰丝带”将于7月9日起正式对外开放
4、北京文旅局：发放3000万元消费券助力文旅恢复，鼓励乡村民宿等购买“京郊保”
5、2021年度全球酒店225强发布：中国34家集团上榜，22家排名上升
区块链
1、上海：培育“元宇宙”新赛道，到2025年相关产业规模达3500亿元
2、大陆首笔台资企业数字人民币贷款在昆山发放
3、中国产业区块链大会开幕，链上产业区块链研究院在南京鼓楼高新区揭牌
4、2022年服贸会信息通信展将首次推出元宇宙主题专馆，全面展现元宇宙生态产业
5、韩国手游巨头网石将与Metaconz合作发行《七骑士:革命》游戏IP相关NFT
国际视角
1、苹果、谷歌、微软等再遭欧盟调查，AV1视频技术授权不公平
2、三星将与微软谷歌合作，防止Galaxy手机被黑客攻击
3、LG电子：今年上半年汽车电子订单额高达61亿美元
4、SpaceX将为游艇提供星链互联网服务，每月收费5000美元
5、Sensor Tower：2022年上半年全球App支出达650亿美元，同比增长约1%
融资收购
1、智能推荐引擎研发商「观照科技引擎」完成1000万元天使轮融资，由北京某独立投资人投资
2、实验室级营养品牌「UNOMI由里健康」完成Pre-A+轮融资，投资方为凯辉基金与险峰长青
3、半导体光刻胶单体及树脂供应商「微芯新材」完成B轮融资, 由鼎晖百孚、龙芯资本等多家机构投资
4、云原生安全厂商「小佑科技」完成A+轮融资，由博润资本领投，朗玛峰创投跟投，航行资本担任独家财务顾问
5、肿瘤微环境响应型药物研发商「亲合力」成A+轮融资，由鸿富资产、兴业国信资管参与投资，华兴资本担任独家财务顾问
Today’s highlights
China Mobile opened a total of 950000 5G base stations, and China Unicom and China Telecom opened a total of 860000 5G shared base stations.
Guizhou Moutai completed more than half of the annual tasks in the first half of the year, and the number of daily active users of the “I Moutai” app is nearly 2 million.
Ele.me launched Kuaishou live recruitment to attract Blue Cavaliers
WeChat Mini Programs launched Ali Cloud disk: supports one-click login of Wechat, sharing of friends, online video playback, etc.
Shandong Merchants Service officially landed on the Hong Kong Stock Exchange, becoming the first property management listed company in Shandong Province.
Yan Ziyan Food IPO debut meeting: more than 5000 stores, sprint “with the first share of stewed food”
Great Wall Motor sold more than 500000 new cars in the first half of the year, and more than 1 million overseas sales.
Shanghai: cultivate a new track of “meta universe”, and the scale of related industries will reach 350 billion yuan by 2025
Important domestic news
1. The Ministry of Transport has interviewed Lala, Manbang, Kuaidou Taxi and Didi Freight: ask for immediate rectification and public proportion
2. Ele.me launched Kuaishou live recruitment to attract blue knight talents
3. Alibaba Cloud disk WeChat Mini Programs launched: supports one-click login of Wechat, sharing of friends, online video playback, etc.
4. Guizhou Moutai completed more than half of the annual tasks in the first half of the year, and the number of daily active users of the “I Moutai” app is nearly 2 million.
5. Alipay open platform released July inspection announcement: more than 2000 malicious marketing promotion links were handled in half a year.
6. Cadiz reached a strategic cooperation with Tencent Cloud to release a joint product solution for intelligent door locks.
7. Shanghai Nengke and JD.com Logistics have reached a cooperation: accelerate the layout of clean energy in the county and press the fast-forward key for “double carbon”.
8. Youpu joined Red Hat CCSP to accelerate hybrid cloud innovation in the Chinese market.
9. Hanwang Science and Technology: digital Sentinel products have landed in many hospitals, airports, parks and other epidemic prevention scenes
10. 2022 Forbes’ Best employer in China: VIPSHOP, Xiaomi and other companies on the list
Government affairs bulletin
1. General Administration of Market Supervision: step up efforts to crack down on illegal activities such as false propaganda in the name of selling “food”, “health products” and other “pension products” related to the elderly.
2. The Ministry of Industry and Information Technology announced the catalogue of the 56th batch of new energy models exempt from purchase tax: Xiaopeng G9, M5e, Lulai ET5, Wuling Expedition EV and so on.
3. The regulations on the Administration of Vaccine production and Circulation issued by the State Drug Administration shall enter into force as of the date of promulgation.
4. National Energy Administration: speed up the construction of major hydropower, pumped storage and large-scale scenic bases
5. Ministry of Finance and Ministry of Transport: support 30 cities to implement national comprehensive freight hub complementary chain strong chain for 3 years.
6. Shanghai Sports Bureau: strive to hold about 70 international and domestic events in the second half of the year.
7. Beijing will build 20,000 new charging piles for electric vehicles this year, and renewable energy consumption will account for 12%.
8. Jiangsu 200 million yuan subsidy green energy-saving appliances to promote consumption, a single commodity can enjoy 10% subsidy
9. Shandong: the total output value of the construction industry reached 2.3 trillion yuan in 2025, ranking first in the country.
10. It has been half a year since RCEP came into effect, and the import and export advantages of Guangxi have been reduced to zero tariff.
Science and technology communication
1. China Mobile has opened a total of 950000 5G base stations, covering more than 180 million households with gigabit optical fiber.
2. China Unicom: accumulatively opened 860000 5G shared base stations with China Telecom and 88000 stations in Guangdong.
3. China’s tower power exchange service has accumulated more than 600 million times, reducing carbon emissions by more than 1.7 million tons.
4. Ziguang Zhanrui joined hands with Guanghetong to promote the rapid commercial landing of 5G R16.
5. Qualcomm works with partners to create a 5G unbounded XR experience program to open up new opportunities for “smart workers”.
Entertainment and film tour
1. A new work has been released after 21 years, and the new “Xianjian Inn 2” derived from the Xianjian series has been officially put on sale.
2. Diablo: immortality has been fully launched in the Asia-Pacific region, with the first batch of content updated and released.
3. Ubisoft announced the first trailer of “blockade: dawn”: the body is free and testing is about to begin.
4. Nintendo is back online with Wii and DSi Game Store, but will be closed “sometime in the future”
5. Epic will release free games next week: wonder Boy: Dragon Trap, a remake of the game of the same name in 1989.
金融财经
1. The CSRC launched a pilot project for private equity venture capital funds to distribute stocks to investors in kind, and supported private equity funds to strengthen their efforts to serve the real economy.
2. The Bancassurance Regulatory Commission issued the measures for Capital Management of Financial Asset Investment companies (for trial implementation).
3. China Association of Inter-Bank Dealers: 23 enterprises have successfully piloted the “regular issuance Plan” mechanism.
4. Bank of China Hong Kong and S & P launch the first climate transformation index focusing on the Greater Bay area
5. The Hong Kong Monetary Authority announces its formal membership in the International Financial Consumer Protection Organization.
住房地产
1. “Shandong property Management first share” Shandong Merchants Service landed on the Hong Kong Stock Exchange: the first day of listing fell by more than 25%, with a market capitalization of HK $590 million
2. The first infrastructure public offering of REITs in the western region, and the official listing of China Railway Construction REIT.
3. Wanwei Logistics and Rongtong Real Estate jointly funded the opening of Rongwan low-carbon cold chain logistics park.
4. Xi’an ‘s first indemnificatory rental housing project, which is open to the public, has been officially put into operation.
5. Gansu (Lanzhou) International dry Port-GLP Management Logistics Park, with a planned area of 73 square kilometers.
零售电商
1. SUNING started a storm of green energy-saving household appliances subsidies: 10% government subsidies are available at the store, up to 5000 yuan
2. Inexpensive ice cream is favored. Meituan’s instant retail help store has increased its monthly orders by 288%.
3. Fresh Fruit launches “fresh abundance and Love & nbsp; Sangzi helps Farmers” consumption donation public welfare activities to help fruit farmers get rich and increase their income.
4. Ziyan Food IPO launch meeting: more than 5000 stores, sprint “the first share of stewed food”
5. Adidas launched cooperative shoes with 11 different restaurants around the world, and two Chinese restaurants were selected.
汽车出行
1. Great Wall Motor sold more than 500000 new cars in the first half of the year, and more than 1 million overseas sales.
2. Chery Group’s June sales of 105000 vehicles increased by 43.6% compared with the same period last year, and its monthly export of 36000 vehicles set a new record.
3. SAIC: 2.2343 million vehicles were sold in the first half of the year, with independent brands, new energy and the “new troika” in overseas markets leading the new growth.
4. BMW Group delivered 378700 vehicles in China in the first half of the year, with pure electric becoming the strongest growth engine.
5. GM sold more than 480000 vehicles in China in the second quarter, and sales of new energy products rose 12.5% compared with the same period last year.
教育培训
1. Ministry of Education warning: during the period of enrollment in colleges and universities, beware of traps such as “spending money on internal indicators”.
2. Three ministries and commissions: support professional forces to enter the school and participate in after-school physical education services, the cost should be significantly lower than the off-campus standard
3. The national employment service platform for 24365 college students has been newly upgraded to achieve “one-stop” service and management.
4. Regulations of Shenzhen on preschool education: social capital shall not control public kindergartens or non-profit private kindergartens.
5. Shandong held the first educational media conference and identified the first batch of 20 pilot units for media construction.
医疗健康
1. “the first share of vascular intervention surgery robot” Runmaid Medical officially landed on the Hong Kong Stock Exchange: the first day of listing fell 15.38%, with a market value of HK $6.164 billion.
2. Huada Intelligence’s gene sequencer based on HotMPS sequencing reagent has officially entered the British market.
3. Xiangxue Pharmaceutical: the first TCR-T cell therapy product in China opens the phase II clinical study.
4. Jurui officially launched the world’s first cfRNA combined with cfDNA multi-group pan-cancer species early screening research CADENCE project.
5. BSI issued ISO 27001 and ISO 9001 certification to Beijing Medical Robot Industry Innovation Center.
旅游民宿
1. Fei Pig cooperates strategically with Wanning Tourism Bureau to create Wanning “Super destination” by landing Flying Pig wonderful Travel Festival.
2. Guangzhou and Ctrip jointly launched the “Super destination” project to build a new engine of Guangzhou Culture Travel.
3. The iconic venue of the Beijing Winter Olympic Games, the Ice Ribbon, will be officially opened to the public from July 9.
4. Beijing Culture and Tourism Bureau: issue 30 million yuan consumption coupons to help the recovery of culture and tourism, and encourage rural accommodation to buy “Beijing suburb Insurance”.
5. Release of Global Top 225 Hotels in 2021: 34 Chinese groups are on the list and 22 are up.
Block chain
1. Shanghai: cultivate a new track of “meta universe”, and the scale of related industries will reach 350 billion yuan by 2025
2. The first digital RMB loan for a Taiwan-funded enterprise on the mainland was issued in Kunshan.
3. The China Industrial Block chain Conference opened, and the Research Institute of Industrial Block chain was unveiled in Nanjing Gulou High-tech Zone.
4. In 2022, the Information and Communications Exhibition of the Trade and Industry Conference will launch a meta-universe theme hall for the first time, showing the meta-universe ecological industry in an all-round way.
5. South Korean mobile game giant Netstone will cooperate with Metaconz to release “Seven Knights: revolution” game IP related NFT
国际视角
1. Apple, Google, Microsoft and others are again investigated by the European Union, and the licensing of AV1 video technology is unfair.
Samsung will cooperate with Microsoft and Google to prevent Galaxy phones from being attacked by hackers
3. LG Electronics: the order volume of automotive electronics reached 6.1 billion US dollars in the first half of this year.
4. SpaceX will provide star chain Internet service for yachts at a monthly fee of $5000.
5. Global App expenditure reached US $65 billion in the first half of Sensor Tower:2022, an increase of about 1% over the same period last year.
Financing acquisition
1. Intelligent recommendation engine developer Guanzhong Technology engine has completed 10 million yuan angel round financing, which is invested by an independent investor in Beijing.
2. Laboratory-grade nutrition brand “UNOMI Yuri Health” has completed the Pre-A+ round financing, and the investors are Kaihui Fund and Qianfeng Changqing.
3. Semiconductor photoresist monomer and resin supplier “Microcore New material” completed round B financing, invested by Dinghui Baifu, Godson Capital and other institutions.
4. Cloud original security manufacturer “Xiaoyou Technology” completed A + round financing, led by Bolun Capital, followed by Langma Peak Venture Capital, and Navigation Capital served as exclusive financial adviser.
5. Tumor microenvironment responsive drug developer “affinity” into A + round financing, with Hongfu assets and Societe Generale Guoxin Capital Management participating in the investment, and China Renaissance Capital Investment as the exclusive financial adviser.
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