今日看点
✦ 港交所迎今年以来规模最大IPO，天齐锂业、名创优品等扎堆上市
✦ 京东云首次发布数智供应链全景图，锚定产业数字化新赛道
✦ 钉钉发布S100战略生态伙伴计划，招募100+战略生态伙伴
✦ 阿里国际站联合智联招聘直播带岗招聘，今年将为1500家外贸中小企业招跨境人才
✦ 五菱2023款KiWi EV首台量产车下线，全球首搭大疆车载智能驾驶系统
✦ 微信公众平台发布金融类违规营销内容规范，禁止四类金融营销宣传
✦ 苹果结束与前首席设计官长达30年的合作关系，双方不再续约
✦ Gartner：二季度全球PC出货量出现9年来最大降幅，Mac实现唯一正增长
国内要闻
1、名创优品正式登陆港交所：首日破发市值近170亿港元，将启动品牌升级计划
2、天齐锂业正式登陆港交所：募资净额约130.62亿港元，成港股今年以来最大IPO
3、海底捞海外业务运营主体特海国际递表港交所，目前已在海外11个国家开业97家餐厅
4、WPS再发声明：不会对用户本地文件进行任何审核、锁定或删除等操作
5、京东云首次发布数智供应链全景图，锚定产业数字化新赛道
6、钉钉发布S100战略生态伙伴计划，招募100+战略生态伙伴
7、阿里国际站联合智联招聘直播带岗招聘，今年将为1500家外贸中小企业招跨境人才
8、小米妙享中心正式上线，可实现影音接力、应用流转、全局播控等能力
9、徐工机械与国家制造业基金签署战略合作，开启高质量发展“新纪元”
10、微信公众平台发布关于金融类违规营销内容规范，禁止进行金融类欺诈、不实、误导、无资质营销宣传
政务快讯
1、住建部、国家发改委联合印发《城乡建设领域碳达峰实施方案》
2、国家卫健委：重点推动条件成熟地区免费接种HPV疫苗
3、国家邮政局：上半年全国快递服务企业业务量累计完成512.2亿件，业务收入累计完成4982.2亿元
4、海关总署：今年上半年我国货物贸易进出口总值19.8万亿元，同比增长9.4%
5、网信办：6月全国受理网络违法和不良信息举报1498.7万件，同比增长9.8%
6、国家税务总局：7月份增值税留抵退税申请时间延长至7月份最后一个工作日
7、五大主题日、四城联动，2022年北京网络安全大会开幕
8、上海发布省级层面首个网络直播营销活动合规指引：设主播黑名单，倡导“坑位费”合理
9、广东印发《广东省发展绿色金融支持碳达峰行动的实施方案》
10、安徽省7支国有资本股权投资基金集中揭牌，打造千亿元基金集群
科技通信
1、上海电信发布公共算力服务，联合华为等伙伴签订“智能算力应用联合创新中心”行动计划
2、中兴通讯携手四川电信完成1D3U大上行5G覆盖验证
3、广和通5G模组FG360系列推出最新迭代版本，持续释放5G FWA商业价值
4、青岛光电显示新材料产业园研究院及高端装备项目在西海岸新区正式投产
5、Gartner：二季度全球PC出货量出现9年来最大降幅，Mac实现唯一正增长
文娱影游
1、腾讯自研全新硬核射击手游《暗区突围》正式在全平台上线
2、掌阅科技：推出数字阅读领域首位阅读推广虚拟人“元壹梦”
3、B站投资粉丝社区服务提供商花果山传媒，后者主营影视与品牌服务
4、TikTok将推出内容过滤器和成熟度评级，承诺使应用更安全
5、拳头游戏发布《Sessions：星之守护者》最新专辑，29首新曲免费使用
金融财经
1、央行：力争“十四五”期末全国高风险金融机构数量压降至200家以内
2、进出口银行上半年发行金融债超8000亿元，全力支持稳住经济大盘
3、浦发银行资产托管规模突破15万亿元，着力打造“靠浦托管”品牌
4、新型城市家财险“蓉家保”正式发布，太平财险助力市民安居乐业
5、恒丰银行：网传“恒丰银行破产在即”言论严重不实，已采取法律手段维护合法权益
住房地产
1、万物云回应“计划9月香港上市，筹资20亿美元
2、北京城市更新联盟成立，首开、万科、首创均为联盟成员
3、招商积余旗下公司中标阳光保险大厦、东莞轨道公司洗涤服务项目
4、祥生控股拟向雅居乐出售绍兴项目100%股权，代价约3.4亿元
5、中粮置业子公司拟最高62亿出售上海新梅太古城大悦商务中心相关资产
零售电商
1、淘宝直播启动第三届新农人直播大赛，提供流量扶持
2、抖音电商开启“盛夏洗护节”活动，提供直播、短视频多种玩法扶持
3、小红书发布“小酒馆主理人扶持计划”，将提供5000万专项流量扶持
4、顺丰同城、顺丰冷运深度联动，茅台冰淇淋最快3小时配送到家
5、买贵赔、免费上门取件，银泰百货推“放心消费IN计划”提升服务保障
汽车出行
1、五菱2023款KiWi EV首台量产车正式下线，全球首款搭载大疆车载智能驾驶系统车型
2、闻泰科技：为国内新能源汽车头部厂商品牌配套的智能座舱产品已经进入量产并开始出货
3、宝马上半年在华交付37.87万辆，纯电车型增长超七成
4、巴西打车软件“99”将与比亚迪合作测试电动汽车
5、中汽协：上半年新能源汽车销量260万辆同比增1.2倍，产业链供应链全面恢复
教育培训
1、教育部启动2022年银龄讲学计划，义务教育阶段计划招募5000名讲学教师
2、国家新闻出版署：切实规范中小学教科书市场秩序，加强印制发行工作监督、检查和管理
3、学科类培训机构不得留作业，北京印发学科类校外培训指导手册
4、山西：四个“严查”专项整治暑期校外培训违规行为
5、云南建立课后服务财政经费保障机制，助力“双减”政策落实落地
医疗健康
1、锦欣生殖：完成收购九洲医院及和万家医院股权
2、赛升药业：拟设立赛创投资基金，投资生物医药等行业
3、和元生物：拟参设创业投资基金，重点投资生命科学领域等
4、山河药辅拟发行可转债募资不超3.2亿元投建新型药用辅料系列生产基地
5、日本住友制药新设投资公司落户黄浦，助力黄浦区大健康产业高质量发展
旅游民宿
1、暑期成旅游业恢复关键节点，飞猪加码多项措施支持中小商家开店经营
2、同程旅行正式上线“夏日畅游季”主题活动，推出“88元同程畅游卡”
3、携程与印度尼西亚旅游与创意经济部签署合作协议，共探疫后全球旅游业发展机遇
4、北京去年旅游收入4166.2亿元，京郊游比重连续两年上升
5、广东肇庆：鼓励和扶持民宿业发展，最高给80万元扶持金
区块链
1、央行：数字人民币已拓展到15个省市，将稳妥有序扩大试点范围
2、上海将布局Web3关键技术，支持龙头企业探索NFT交易平台
3、国网福建电力在投标保证保险场景应用数字人民币
4、推出新一代明星级汉堡，麦当劳中国首次对外发行10万份数字藏品
5、全球首款数字藏品展示硬件发布，天下秀携手创维探索元宇宙新应用
国际视角
1、苹果结束与前首席设计官乔纳森·艾维长达
2、谷歌拟缩减招聘计划，将重点招聘工程、技术及其他关键岗位
3、特斯拉将永久关闭加州圣马特奥办公室，并裁员229人
4、盖茨基金会计划到2026年将年度赠款提升至90亿美元
5、卡塔尔预计2022世界杯直接经济收入将达22亿美元
融资收购
1、协同CRM服务商「卫瓴科技」完成亿元A轮融资，由云九资本领投，云启资本、光速中国及老股东红杉中国等跟投
2、远程会议智能设备商「蛙声科技」完成亿元级B轮融资，由金浦投资独家领投，远望资本、GGV纪源资本、昊辰资本等老股东全额跟投，万世资本担任独家财务顾问
3、财税管理服务商「壬华科技」完成千万元级Pre-A轮融资，投资方为磊晋资本
4、移动能源服务商「蓝鲤能源」获得数千万元天使轮融资，由蓝驰创投领投
5、农业机器人研发商「岚江科技」完成数百万元天使+轮融资，由熊猫资本独家投资
6、IT技术人力资源服务商「猿派」完成千万元级Pre-A轮融资，由思享卓泓基金领投，老东家徙木创赢继续跟投
7、灵活用工配套服务一站式解决方案提供商「超上科技」获得百万元级天使轮融资，由中海前沿基金领投
8、闪存控制芯片及解决方案提供商「宏芯宇」完成数亿元A轮融资，由中芯聚源领投，合肥产投、昆桥资本等多家国资及产业机构跟投
9、通用GPU高端芯片及高性能算力系统提供商「天数智芯」完成超10亿元人C+轮及C++轮融资，C+轮由金融街资本领投，C++轮由厚朴投资和旗下厚安创新基金领投，中关村科学城科技成长基金、上海国盛、熙诚致远、新兴资产、鼎祥资本、鼎礼资本、粤港澳产融、上海自贸区股权基金等知名企业及机构参与投资
10、功率半导体器件研发商「超致半导体」完成新一轮融资，投资方为万安投资
Today’s highlights
The Hong Kong Stock Exchange welcomes the largest IPO so far this year, with Tianqi Lithium Industry, famous quality products and so on listed in a pile.
Jing Dongyun released a panoramic picture of the digital supply chain for the first time, anchoring a new digital track in the industry.
Nail issued S100 strategic ecological partnership plan to recruit 100 + strategic ecological partners.
Ali International Station Joint Zhaopin recruitment Live Show recruitment, this year will recruit cross-border talents for 1500 foreign trade small and medium-sized enterprises
The first production car of the Wuling 2023 KiWi EV has been put off the line, and the world’s first on-board intelligent driving system has been built.
“Wechat public platform publishes financial illegal marketing content norms, and forbids four types of financial marketing publicity.
Apple ends its 30-year relationship with the former chief design officer and the two sides will not renew their contract.
Shipping Gartner: global PC shipments fell the most in nine years in the second quarter, while Mac achieved the only positive growth.
Important domestic news
1. Famous quality products officially landed on the Hong Kong Stock Exchange: the market capitalization of the first day is nearly 17 billion Hong Kong dollars, and the brand upgrade plan will be launched.
2. Tianqi Lithium officially landed on the Hong Kong Stock Exchange: the net capital raised is about HK $13.062 billion, the largest IPO of Hong Kong stocks so far this year.
3. The main body of Haidilao’s overseas business, Tehai International, has opened 97 restaurants in 11 overseas countries.
4. WPS re-declares that the user’s local files will not be audited, locked or deleted.
5. JD.com Yun released a panoramic picture of the digital supply chain for the first time, anchoring a new digital track in the industry.
6. Nail issued S100 strategic ecological partnership plan to recruit 100 + strategic ecological partners.
7. Ali International Station and Zhaopin recruit live. This year, it will recruit cross-border talents for 1500 foreign trade small and medium-sized enterprises.
8. Xiaomi Miaoxing Center is officially launched, which can realize the capabilities of audio-visual relay, application transfer, global broadcast control and so on.
9. Xugong Machinery and the National Manufacturing Foundation signed strategic cooperation to open a “new era” of high-quality development.
10. Wechat public platform publishes content norms on financial illegal marketing, and financial fraudulent, false, misleading and unqualified marketing publicity is prohibited.
Government affairs bulletin
1. The Ministry of Housing and the National Development and Reform Commission jointly issued the “carbon Peak implementation Plan in the Field of Urban and Rural Construction”
2. National Health Commission: focus on promoting free vaccination of HPV vaccine in areas with mature conditions.
3. State Post Bureau: in the first half of the year, the total business volume of national express service enterprises completed 51.22 billion pieces, and the business income totaled 498.22 billion yuan.
General Administration of Customs: the total value of China’s imports and exports of goods in the first half of this year was 19.8 trillion yuan, an increase of 9.4 percent over the same period last year.
5. The Internet Information Office: in June, the country accepted 14.987 million reports of network violations and bad information, an increase of 9.8 percent over the same period last year.
6. State Administration of Taxation: the application time for VAT credit refund in July will be extended to the last working day in July.
7. The five theme days and four cities are linked together, and the 2022 Beijing Cyber Security Conference opens.
8. Shanghai issued the first compliance guidelines for webcast marketing activities at the provincial level: setting up a blacklist of anchors and advocating reasonable “pit fees”.
9. Guangdong issued the implementation Plan for Guangdong Province to develop Green Finance to support carbon Dafeng Action.
10. Seven state-owned capital equity investment funds in Anhui Province were centrally unveiled, creating a cluster of 100 billion yuan funds.
Science and technology communication
1. Shanghai Telecom released public computing service and signed the action plan of “Intelligent Computing Application Joint Innovation Center” with Huawei and other partners.
2. ZTE Corporation and Sichuan Telecom complete the verification of 1D3U uplink 5G coverage.
3. Guanghetong 5G module FG360 series launches the latest iterative version, continuously releasing the commercial value of 5G FWA.
4. Qingdao Optoelectronic display New material Industrial Park Research Institute and high-end equipment project have been officially put into production in the West Coast New area.
5. Gartner: in the second quarter, global PC shipments showed the biggest decline in nine years, while Mac achieved only positive growth.
Entertainment and film tour
1. Tencent developed a new hardcore shooting mobile game, “Dark area Breakthrough”, which was officially launched on the whole platform.
2. Palm Reading Technology: launch the first reading in the field of digital reading to promote virtual human “Yuanyi Dream”
3. Bilibili invests in Huaguoshan Media, a fan community service provider, which specializes in film, television and brand services.
4. TikTok will launch content filters and maturity ratings, promising to make applications more secure
5. The fist game releases the latest album of “Sessions: Guardian of the Stars”, and 29 new songs are available for free.
金融财经
1. Central Bank: strive to reduce the number of high-risk financial institutions to less than 200 by the end of the 14th five-year Plan period.
2. The Export-Import Bank issued more than 800 billion yuan of financial bonds in the first half of the year, fully supporting the stabilization of the economic market.
3. The scale of asset trusteeship of Pudong Development Bank has exceeded 15 trillion yuan, focusing on building the brand of “relying on Pudong Trusteeship”.
4. The new urban property insurance “Rong Family Insurance” has been officially released, and Taiping property Insurance helps citizens to live and work in peace and contentment.
5. Hengfeng Bank: it is said online that “Hengfeng Bank is about to go bankrupt” is seriously untrue, and legal measures have been taken to protect its legitimate rights and interests.
住房地产
1. Everything Cloud response plans to list in Hong Kong in September, raising US $2 billion.
2. Beijing Urban Renewal Alliance was established, and Shoukai, Vanke and Chuangchuan are all members of the alliance.
3. China Merchants Jiyu’s companies won the bid for Sunshine Insurance Building and Dongguan track Company washing service project.
4. Xiangsheng Holdings intends to sell 100% equity in Shaoxing project to Agile at a cost of about 340 million yuan.
5. Cofco plans to sell up to 6.2 billion of the assets related to Dayue Business Center in Taigu City, Xinmei City, Shanghai.
零售电商
1. Taobao Live launched the third New Farmers Live Competition to provide traffic support.
2. Douyin e-commerce launched the “Midsummer washing and Care Festival”, providing live and short videos to support a variety of games.
3. Little Red Book released the “Bistro Manager support Plan”, which will provide 50 million special flow support.
4. With the deep linkage between Shunfeng and Shunfeng cold transportation, Maotai ice cream will be delivered home in 3 hours at the earliest.
5, buy expensive compensation, free door-to-door pick-up, Yintai Department Store launched the “rest assured consumption IN Plan” to improve service guarantee
汽车出行
1. The first production car of Wuling 2023 KiWi EV has been officially launched, and the first car in the world equipped with Dajiang intelligent driving system has been officially launched.
2. Wentai Science and Technology: the intelligent cockpit products matching the brands of domestic new energy vehicle head manufacturers have entered mass production and began to ship.
3. BMW delivered 378700 vehicles in China in the first half of the year, with an increase of more than 70% in pure electric models.
4. Brazilian ride-hailing software “99” will cooperate with BYD to test electric vehicles.
5. China Automobile Association: in the first half of the year, the sales of 2.6 million new energy vehicles increased by 1.2 times compared with the same period last year, and the industrial chain supply chain recovered in an all-round way.
教育培训
1. The Ministry of Education launched the 2022 Silver Age lecture program, and plans to recruit 5000 lecturers at the stage of compulsory education.
2. The State Press and publication Administration: effectively standardize the market order of textbooks in primary and secondary schools, and strengthen the supervision, inspection and management of printing and distribution.
3. Discipline training institutions are not allowed to leave homework, and Beijing publishes a guidance manual for off-campus training of discipline.
4. Shanxi: four “strict investigation” special programs to crack down on violations of summer out-of-school training
5. Yunnan should establish a guarantee mechanism for financial funds for after-school services to help implement the “double reduction” policy.
医疗健康
1. Jinxin Reproduction: complete the acquisition of shares in Jiuzhou Hospital and Wanjia Hospital
2. Saisheng Pharmaceutical Industry: it is proposed to set up a Sai Chuang Investment Fund to invest in biomedicine and other industries
3. Heyuan Biology: it is proposed to participate in the venture capital fund, focusing on the field of life science, etc.
4. Shanhe Pharmaceutical Auxiliary plans to issue convertible bonds to raise no more than 320 million yuan to invest in the construction of a series of new medicinal excipients production base.
5. The newly established investment company of Sumitomo Pharmaceutical in Japan has settled in Huangpu to promote the high-quality development of large health industry in Huangpu District.
Tourist accommodation
1. Summer vacation has become a key point for the recovery of tourism, and Feizhu has taken a number of measures to support small and medium-sized businesses to open stores.
2. The “Summer Travel season” theme event was officially launched on the same trip, with the launch of a “88 yuan travel card”.
3. Ctrip signed a cooperation agreement with the Indonesian Ministry of Tourism and Creative economy to explore the post-epidemic global tourism development opportunities & nbsp
4. Beijing’s tourism income last year was 416.62 billion yuan, and the proportion of suburban tourism in Beijing has increased for two consecutive years.
5. Zhaoqing, Guangdong: encourage and support the development of residential accommodation industry, with a maximum support payment of 800000 yuan
Block chain
1. Central Bank: the digital RMB has been extended to 15 provinces and cities, and the scope of the pilot will be expanded in a safe and orderly manner.
2. Shanghai will lay out the key technologies of Web3 to support leading enterprises to explore NFT trading platform.
3. Fujian Electric Power of State Grid applies digital RMB in bidding guarantee insurance scenarios.
4. Launch a new generation of star hamburgers, and McDonald’s China issues 100000 copies of its digital collection & nbsp
5. The world’s first digital collection display hardware is released, and Tianxiu works with Skyworth to explore new applications in meta-universe.
International perspective
1. Apple ended up with former chief design officer Jonathan Ivy Changda
2. Google plans to scale back its recruitment plan, focusing on engineering, technology and other key positions
Tesla will permanently close his office in San Mateo, California, and lay off 229 people
4. The Gates Foundation plans to increase its annual grant to $9 billion by 2026.
Qatar estimates that the direct economic income of the 2022 World Cup will reach 2.2 billion US dollars.
Financing acquisition
1. Cooperate with CRM service provider “Hillhouse Technology” to complete 100 million yuan A round financing, led by Yunjiu Capital, followed by Yunqi Capital, Lightspeed China and veteran shareholder Sequoia Capital China.
2. Wusheng Technology, a teleconference intelligent equipment company, completed 100 million yuan B round financing, which was led exclusively by Jinpu Investment, followed by Yuanwang Capital, GGV GGV Capital, Haochen Capital and other old shareholders, and Wanshi Capital served as the exclusive financial adviser.
3. Finance and tax management service provider “Renhua Technology” has completed 10 million yuan Pre-A round financing, and the investor is Lei Jin Capital.
4. Blue Carp Energy, a mobile energy service provider, has received tens of millions of yuan in angel round financing, led by Lanchi Venture Capital.
5. Agricultural robot developer Lanjiang Science and Technology has completed millions of yuan angel plus round financing, which is exclusively invested by Panda Capital.
6. IT technology human resources service provider “ape faction” completed 10 million yuan Pre-A round financing, led by Sihon Zhuohong Fund, and the old employer Wanmu won and continued to follow.
7. Flexible employment service one-stop solution provider “Super Technology” has obtained million yuan angel round financing, led by China Shipping Frontier Fund.
8. Hongxinyu, a provider of flash memory control chips and solutions, completed hundreds of millions of yuan A round financing, led by SMIC Juyuan, followed by Hefei Investment, Kunqiao Capital and other state-owned and industrial institutions.
9. Days Intelligence Core, a provider of GM GPU high-end chips and high-performance computing systems, has completed more than 1 billion yuan in C+ round financing and C++ round financing, which is led by Financial Street Capital and C++ round led by Hopu Investment and its Houan Innovation Fund. Zhongguancun Science City Science and Technology growth Fund, Shanghai Guosheng, Xicheng Zhiyuan, emerging assets, Dingxiang Capital, Dingli Capital, Guangdong, Hong Kong and Macao Industry and Finance, Shanghai Free Trade Zone Equity Fund and other well-known enterprises and institutions to participate in the investment.
10. Chaozhi Semiconductor, a power semiconductor device developer, has completed a new round of financing, and the investor is Wanan Investment.
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