今日看点
✦ 荣耀全场景新品发布会定档7月21日，包括荣耀X40i等多款新机
✦ 美团配送推出骑手老带新等新手“三件套”，助力新骑手更快融入职业
✦ 京东宣布换购促销全量上线，支持满元换购和满件换购
✦ 永辉上半年基本实现盈亏平衡，二季度同店比提升7.2％
✦ 阿里巴巴启动亚洲创业者培训，把中国的数字经济经验带给更多发展中国家
✦ 五菱官宣进军混动新能源汽车市场，未来将推混动和插电式混动产品
✦ 拥抱Z世代投资新风潮，广发证券发布业内首个自主区块链数字藏品
✦ 亚马逊Prime Day首日销售额达60亿美元，创今年美国网购单日纪录
国内要闻
1、荣耀全场景新品发布会将于7月21日举行，包括荣耀X40i等多款新机
2、阿里巴巴启动亚洲创业者培训，把中国的数字经济经验带给更多发展中国家
3、京东集团：完成强制性收购中国物流资产，其股份将自7月15日从香港联交所退市
4、美团配送推出骑手老带新、新手关照单、新手免责卡等新手“三件套”，助力新骑手更快融入职业
5、华为青浦研发中心预计2023年底交付，总投资近160亿元
6、亚信科技发布“电信级”核心交易数据库AntDB7.0，助力政企“信”创未来
7、菜鸟科技下乡在广西规模化应用，快递进村、农货进城实现双向数智化
8、高德打车暖心车站服务升级，成立志愿服务队帮助老年人出行
9、中国电信（国家）数字青海绿色大数据中心开通运营，为全国首个100%清洁能源可溯源绿色大数据中心
10、中国石化与8家单位签署氢能产业链建设合作协议，携手打造氢能应用现代产业链、推动氢能产业高质量发展
政务快讯
1、人社部：上半年全国城镇新增就业654万人，市场岗位需求大于求职人数
2、工信部：上半年我国造船国际市场份额保持全球领先
3、财政部：上半年证券交易印花税收入1599亿元，同比增长11.3%
4、国家能源局：1-6月全社会用电量累计40977亿千瓦时，同比增长2.9%
5、国家发改委：大力推进以沙漠、戈壁、荒漠地区为重点大型风电光伏基地建设
6、商务部：提高县域商业标准化水平，鼓励日用消费品、家电、家居等品牌企业下沉供应链
7、北京加速迈向国际消费中心城市，拟打造2-3个千亿级规模世界级商圈
8、浙江推出12条举措力促暑期消费，涉及疗休养、带薪休假、夜间经济等
9、天津：到2025年基本形成京津冀主要城市1至2小时交通圈
10、河南发布“十四五”健康老龄化规划，8个方面25项任务促进全省实现健康老龄化
科技通信
1、华为绿色智简全光网亮相南非Eco-Connect峰会，加速行业数字化转型
2、中兴通讯完成业界首个单AAU通感算控一体化技术验证
3、广和通与高新投等合资成立物联网产业私募股权投资基金
4、中国移动在CCSA完成无线算力网络场景、需求和关键技术研究项目立项
5、台积电第二季度净利润2370亿元新台币，同比增长76%
文娱影游
1、腾讯游戏：“腾讯天游”未在任何媒体和社交平台开设帐号，“腾讯天游工作室”并非腾讯官方身份
2、快手直播不良内容处罚公告：整治涉及“泛低俗”账号12643个
3、完美世界：预计上半年游戏业务扣非后净利润增近20倍
4、硬核科幻大片《明日战记》定档8月12日上映，古天乐、刘青云等主演
5、卡普空：《生化危机2：重制版》全球总销量突破1000万份
金融财经
1、央行：碳减排支持工具累计发放1827亿元
2、国寿寿险服务实体经济投资规模累计超3万亿元
3、广东首笔中资企业全球存托凭证登陆伦交所成功发行
4、全国首单民营企业绿色熊猫债在福建完成发行
5、云南红塔银行全新一代核心系统正式在云上投产上线
住房地产
1、绿城管理与中国奥园战略合作，首个代建项目落地广州白云公馆
2、万物梁行与国家电投新能源公司达成合作，为其提供IFM服务
3、大名城参与设立2亿元股权投资基金，面向新能源、新材料等领域
4、中电光谷携手广东稀土集团、广晟资本探索产业园投资运营、基金合作等
5、全国首批保障性租赁住房公募REITs厦门安居项目获上交所审核通过
零售电商
1、永辉上半年基本实现盈亏平衡，二季度同店比提升7.2％
2、京东宣布换购促销全量上线，支持满元换购和满件换购
3、有赞营销工具“周期购”全新升级，“随心订”商品续订翻倍
4、本来生活与伊利集团就T2T电子商务模式达成合作意向
5、巴奴毛肚火锅北京清河万象汇店7月15日开业，长楹龙湖天街店23日开业
汽车出行
1、中国五菱：五菱正式进军混动新能源汽车市场，打造“人民的混动”
2、红旗纯电豪华SUV E-HS9实现挪威千台交付，用时6个月
3、极星上半年销量同比大增125%，接近2021年全年销量
4、东软睿驰与联合电子达成战略合作，推进国产化汽车基础软件解决方案落地
5、芯驰科技与罗姆缔结车载领域的解决方案开发合作伙伴关系
教育培训
1、教育部：国家智慧教育平台总浏览量已超过30.3亿次，总访客量达4.3亿人
2、上海今年将试点建设社区托育服务“宝宝屋”，打造“15分钟托育圈”
3、浙江：建成省市县三级名师网络工作室830个，共享网络课程6000余门，总访问量3亿多人次
4、湖南开展“回头看”巩固校外培训治理成果，关停取缔“假注销真运营”机构33个
5、“双减”进行时：辽宁严控暑期作业总量，严禁在职教师违规补课
医疗健康
1、国家药监局：2021年我国中药全年营业收入达到6919亿元，同比增长12.4%
2、贝康医疗与海尔生物达成战略合作协议，构建辅助生殖低温保存解决方案
3、江苏省医学会科技成果转化基地落地苏州高新区，赋能医疗器械产业创新集群建设
4、华诺生物宣布“明胶亚微米颗粒”植入级原料通过医疗器械主文档登记申请
5、前沿生物：与凯莱英围绕在研抗新冠肺炎病毒3CL蛋白酶抑制剂产品FB2001原料药合作
旅游民宿
1、万豪联手阿里系平台，在中国力推万豪旅享家旅行计划
2、Club Med Joyview三店齐发，落子杭州、北京、南京
3、横店“水上音乐节”重磅来袭，同程旅行持续推进“旅行+”模式
4、中科宇航与中旅旅行签署战略合作框架协议，携手打造太空旅游新业态
5、亚太地区酒店业上半年投资总额68亿美元，相比2019年同期增长12%
区块链
1、
2、拥抱Z世代投资新风潮，广发证券发布业内首个自主区块链数字藏品
3、百度网盘宣布推出超次元计划，上线5款限量发行的数字藏品
4、天涯社区发布“天涯元钻计划”：用户个人文字作品或相关IP可生成链上数字藏品
5、帝人与富士通开发区块链平台，促进再生材料的可持续利用
国际视角
1、亚马逊Prime Day首日销售额达60亿美元，创今年美国网购单日纪录
2、苹果OLED屏iPad有望2024年推出，正与合作伙伴生产原型机
3、意大利反垄断机构因限制数据共享对谷歌展开调查，后者或面临巨额罚款
4、SK on与福特合资电池公司已正式启动，将投资新建3座工厂
5、松下斥资40亿美元新建电池工厂，有望成为美国最大电动车电池工厂
融资收购
1、大数据服务提供商「亚信数据」完成超1亿元A轮融资，由航天科技集团下属国华卫星数据科技有限公司独家投资
2、云原生DataOps平台开发商「白鲸开源」完成数千万元新一轮融资，由凯泰资本领投，天使轮投资方蓝驰创投继续跟投，沧澜资本担任独家财务顾问
3、物流机器人智能仓储系统研发商「牧星智能」获得数千万元A2轮融资，由赛天资本领投，老股东拓金资本跟投
4、工业搬运机器人研发商「海豚之星」完成数千万元Pre-A轮融资，由梧桐树资本独家投资，势能资本担任独家财务顾问
5、新能源汽车充电解决方案供应商「世纪云安」完成数千万元天使轮融资，由昆仲资本领投，丰厚资本跟投，安永担任财务顾问
6、汽车保养解决方案提供商「护驹科技」获得近千万元天使轮融资，由华远启航（北京）投资有限公司投资
7、元宇宙数字资产技术服务商「数字力场」获得数千万元天使轮融资，由BV百度风投投资
8、光刻掩模优化设计技术与软件开发商「宇微光学」完成数千万元A轮融资，由致道资本、武汉光谷产业投资、烽火创投共同参与投资
9、激光切割创意硬件及材料提供商「蓝鲸未来」完成千万元战略融资，由大族粤铭激光独家投资
10、散热新材料与解决方案提供商「彗晶新材料」完成数亿元B轮融资，投资方为中金资本、招银国际、普华资本
11、环保溶剂生产商「鹏辰新材料」完成近亿元战略融资，由国发创投旗下上银国发基金、毅达资本、东方国资以及平望投资联合投资
12、抗病毒创新药及儿童药研发商「爱科百发」完成D轮融资，由正心谷资本领投，建发新兴投资、龙大食品共同参与跟投，现有股东元禾控股、启明创投、上海自贸区基金及其临港新片区科创基金、东方富海管理的中小企业发展基金（成都）继续投资
Today’s highlights
The launch of the new product in the full scene of Glory is scheduled for July 21, including a number of new phones such as Glory X40i.
Meituan Distribution launched a “three-piece set” for old riders with new beginners to help new riders integrate into the profession more quickly.
JD.com announced that the trade promotion was all online, supporting full yuan purchase and full piece purchase.
Luo Yonghui basically broke even in the first half of the year, with an increase of 7.2% compared with the same store in the second quarter.
Alibaba launched training for Asian entrepreneurs to bring China’s digital economy experience to more developing countries.
Wang Wuling Guan Xuan entered the hybrid new energy vehicle market, and hybrid and plug-in hybrid products will be promoted in the future.
Wang embraced the new trend of investment of generation Z, Guangfa Securities released the industry’s first independent block chain digital collection
Amazon Prime Day has first-day sales of US $6 billion, a record for online shopping in the United States this year.
Important domestic news
1. The launch of the new products in the whole scene of Glory will be held on July 21, including a number of new phones such as Glory X40i.
2. Alibaba launched training for Asian entrepreneurs to bring China’s digital economy experience to more developing countries.
3. JD.com Group: the compulsory acquisition of Chinese logistics assets has been completed, and its shares will be delisted from the Hong Kong Stock Exchange from July 15.
4. Meituan Distribution launched a “three-piece set” for beginners, such as old riders with new riders, novice care orders and novice exemption cards, to help new riders integrate into the profession more quickly.
5. Huawei Qingpu R & D Center is expected to be delivered by the end of 2023, with a total investment of nearly 16 billion yuan.
6. AsiaInfo Technology publishes the “telecom grade” core transaction database AntDB7.0, which helps the government and enterprises to create the future.
7. Rookie science and technology to the countryside in Guangxi large-scale application, express delivery to the village, agricultural goods to the city to achieve two-way digital intelligence
8. Gaode taxi warm heart station service has been upgraded, and a volunteer service team has been set up to help the elderly travel.
9. China Telecom (country) Digital Qinghai Green big data Center opened and operated, which is the first 100% clean energy traceable green big data center in the country.
10. Sinopec and 8 units have signed cooperation agreements on the construction of hydrogen energy industry chain to jointly build a modern hydrogen energy industry chain and promote the high-quality development of hydrogen energy industry.
Government affairs bulletin
1. Ministry of Human Resources and Social Affairs: 6.54 million new jobs were created in cities and towns in the first half of the year, and the demand for jobs in the market is greater than the number of job seekers.
2. Ministry of Industry and Information Technology: China’s shipbuilding international market share in the first half of the year remains the global leader.
3. Ministry of Finance: revenue from stamp duty on securities transactions in the first half of the year was 159.9 billion yuan, an increase of 11.3% over the same period last year.
4. National Energy Administration: from January to June, the electricity consumption of the whole society totaled 4.0977 trillion kilowatt-hours, an increase of 2.9 percent over the same period last year.
5. National Development and Reform Commission: vigorously promote the construction of large-scale wind power photovoltaic bases focusing on desert, Gobi and desert areas
6. Ministry of Commerce: improve the standardization level of county commerce and encourage brands such as consumer goods, household appliances and household appliances to sink the supply chain.
7. Beijing is speeding up its march into an international consumer center city, and plans to build 2-3 world-class business circles with a scale of 100 billion.
8. Zhejiang has launched 12 measures to promote summer consumption, including recuperation, paid vacation, night economy, etc.
9. Tianjin: basically form a 1-2-hour traffic circle in major cities of Beijing, Tianjin and Hebei by 2025
10. Henan has issued the 14th five-year Plan for healthy Aging, with 25 tasks in 8 areas to promote the realization of healthy Aging in the province.
Science and technology communication
1. Huawei Green Zhijian all-Optical Network appeared at the Eco-Connect Summit in South Africa to accelerate the digital transformation of the industry.
2. ZTE Corporation completes the industry’s first technical verification of single AAU synaesthesia, calculation and control integration.
3. Guanghetong established a private equity fund for the Internet of things industry in a joint venture with Hi-Tech Investment.
4. China Mobile has completed a research project on wireless computing network scenarios, requirements and key technologies in CCSA.
5. TSMC’s net profit in the second quarter was 237 billion New Taiwan dollars, an increase of 76 percent over the same period last year.
Entertainment and film tour
1. Tencent Games: “Tencent Tianyou” has not opened an account on any media or social platform. “Tencent Tianyou Studio” is not Tencent’s official identity.
2. Kuaishou live broadcast bad content punishment announcement: rectification involves 12643 “pan-vulgar” accounts
3. Perfect World: it is expected that the net profit of the game business will increase by nearly 20 times in the first half of the year.
4. The hard-core sci-fi blockbuster “Battle of tomorrow” is scheduled for release on August 12, starring Louis Koo and Liu Qingyun.
5. Capcom: the total global sales of “biochemical Evil 2: remaking” exceeded 10 million copies.
Finance and finance
1. Central Bank: 182.7 billion yuan has been distributed by carbon emission reduction support tools.
2. The cumulative investment in the real economy of Guoshou life insurance service has exceeded 3 trillion yuan.
3. Guangdong’s first global depositary receipt for Chinese-funded enterprises has been successfully issued on the London Stock Exchange.
4. The country’s first private enterprise green panda bond was issued in Fujian.
5. Yunnan Hongta Bank’s new generation core system has been officially put into production and launched on the cloud.
Housing real estate
1. With the strategic cooperation between Greentown management and China Olympic Park, the first agent construction project landed Baiyun residence in Guangzhou.
2. Wanwu Liang Bank has reached a cooperation with the State Power Investment New Energy Company to provide IFM services for it.
3. Famous cities have participated in the establishment of 200 million yuan equity investment fund for new energy, new materials and other fields.
4. CLP Optical Valley works with Guangdong rare Earth Group, Guangsheng Capital Exploration Industrial Park investment and operation, fund cooperation, etc.
5. The first batch of indemnificatory rental housing public offering REITs Xiamen housing project has been examined and approved by the Shanghai Stock Exchange.
零售电商
1. Yonghui basically broke even in the first half of the year, with a 7.2% increase in the same store in the second quarter.
2. JD.com announced the full launch of the trade promotion and supported the purchase of full yuan and full pieces.
3. The marketing tool “cycle purchase” is newly upgraded, and the renewal of “random order” goods is doubled.
4. Originally Life and Yili Group reached a cooperative intention on the T2T e-commerce model.
5. Banu hairy belly hot pot Beijing Qinghe Vientiane Store opened on July 15, and long Lake Tianjie Store in Changli opened on the 23rd.
汽车出行
1. Wuling, China: Wuling officially enters the market of hybrid new energy vehicles to create a “hybrid of the people”.
2. Red Flag Pure Electric Deluxe SUV E-HS9 realizes the delivery of thousands of units in Norway, which takes 6 months.
3. Polar Star’s sales in the first half of the year increased by 125% compared with the same period last year, close to the annual sales in 2021.
4. East soft Ruichi reached a strategic cooperation with United Electronics to promote the landing of the home-made automobile basic software solution.
5. Xinchi Technology and Rom have concluded a partnership for solution development in the field of vehicles.
教育培训
1. Ministry of Education: the National Wisdom Education platform has been viewed more than 3.03 billion times and the total number of visitors has reached 430 million
2. Shanghai will pilot the construction of a community care service “Baby House” and create a “15-minute nursery circle” this year.
3. Zhejiang: 830 network studios of famous teachers at the provincial, municipal and county levels have been built, sharing more than 6000 online courses, with a total visit of more than 300 million people.
4. Hunan has carried out “looking back” to consolidate the governance achievements of off-campus training, shutting down and banning 33 “fake cancellation of real operation” institutions.
5. The progress of “double reduction”: Liaoning strictly controls the total amount of summer homework and forbids in-service teachers to make up lessons in violation of regulations.
医疗健康
1. SDA: in 2021, the annual business income of traditional Chinese medicine in China reached 691.9 billion yuan, an increase of 12.4% over the same period last year.
2. Baycom Medical and Haier Biology reached a strategic cooperation agreement to build a solution for assisted reproductive cryopreservation.
3. The transformation base of scientific and technological achievements of Jiangsu Medical Association is located in Suzhou High-tech Zone, enabling the construction of medical device industry innovation cluster.
4. Huano Biology announced that the implantable raw material of “gelatin submicron particles” is registered through the main document of medical devices.
5. Frontier biology: cooperation with Kailiying on the development of anti-COVID-19 virus 3CL protease inhibitor product FB2001 raw material drug
旅游民宿
1. Marriott joins hands with Ali platform to promote the family travel plan of Marriott in China
2. The three stores of Club Med Joyview are sent together, Hangzhou, Beijing and Nanjing
3. Hengdian “Water Music Festival” hit heavily, and the “Travel +” mode continued to be promoted during the same trip.
4. China Science and Technology Aerospace and CITS Travel signed a strategic cooperation framework agreement to work together to create space tourism new business type
5. The hotel industry in the Asia-Pacific region invested a total of US $6.8 billion in the first half of the year, an increase of 12% over the same period in 2019.
区块链
1 、
2. Embracing the new investment trend of Generation Z, Guangfa Securities released the industry’s first independent block chain digital collection.
3. Baidu online disk announced the launch of the super-dimensional plan, launching five limited digital collections.
4. Tianya Community has released the Tianya Yuan Diamond Project: users’ personal text works or related IP can generate digital collections on the chain.
5. Teijin and Fujitsu development zone block chain platform to promote the sustainable utilization of recycled materials
国际视角
1. Amazon Prime Day’s first-day sales reached $6 billion, setting a single-day record for online shopping in the United States this year.
2. Apple OLED screen iPad is expected to be launched in 2024 and is producing a prototype with partners.
3. Italian antitrust authorities launch an investigation into Google for restricting data sharing, which may face huge fines.
4. SK on and Ford Battery Co., Ltd. has been officially launched and will invest in three new factories.
5. Panasonic spends $4 billion to build a new battery factory, which is expected to become the largest electric vehicle battery factory in the United States.
融资收购
1. Big data service provider AsiaInfo data has completed more than 100 million yuan A round financing, which is exclusively invested by Guohua Satellite data Technology Co., Ltd., a subsidiary of Aerospace Science and Technology Group.
2. Moby Whale Open Source, the developer of Yunyuan DataOps platform, has completed a new round of financing of tens of millions of yuan, led by Kaitai Capital, Lanchi Venture Capital, the angel round investor, continued to follow, and Canglan Capital served as the exclusive financial adviser.
3. “Muxing Intelligence”, a developer of intelligent warehousing system for logistics robots, has obtained tens of millions of yuan in A2 round financing, led by Saitian Capital and followed by the old shareholder Tuojin Capital.
4. Dolphin Star, a developer of industrial handling robots, has completed tens of millions of yuan of Pre-A round financing, with Wutongshu Capital as the exclusive investment and potential Capital as the exclusive financial adviser.
5. “Century Yunan”, a provider of new energy vehicle charging solutions, completed tens of millions of yuan of angel round financing, led by Kunzhong Capital, followed by rich capital, and Ernst & Young served as a financial adviser.
6. Automobile maintenance solution provider “Colt Protection Technology” has obtained nearly 10 million yuan in angel round financing, which is invested by Huayuan Qihang (Beijing) Investment Co., Ltd.
7. “Digital Force Field”, a technology service provider of meta-universe digital assets, has obtained tens of millions of yuan in angel round financing, which is invested by BV Baidu Venture Capital.
8. Lithography mask optimization design technology and software developer “Yuwei Optics” completed tens of millions of yuan A round financing, which was jointly invested by Zhi Dao Capital, Wuhan Optical Valley Industry Investment and FiberHome Venture Capital.
9. Blue Whale Future, a creative hardware and materials provider for laser cutting, has completed 10 million yuan of strategic financing, which is invested exclusively by Yueming Laser, a big family.
10. “Comet New Materials”, a provider of new materials and solutions for heat dissipation, has completed hundreds of millions of yuan in round B financing, with investors from CICC Capital, China Merchants International and Puhua Capital.
11. Environmental solvent manufacturer “Pengchen New Materials” has completed nearly 100 million yuan of strategic financing, jointly invested by Guofa Capital, Yida Capital, Oriental State Capital and Pingwang Investment.
12. Aike Baifa, a developer of antiviral and innovative drugs and children’s drugs, completed the financing of D-round, led by Zhengxin Valley Capital, Jianfa Xinxing Investment and Longda Food participated in the investment. Existing shareholders Yuanhe Holdings, QiMing Venture Partners, Shanghai Free Trade Zone Fund and its Hong Kong New area Science and Technology Innovation Fund, Oriental Fuhai managed SME Development Fund (Chengdu) continued to invest.
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