今日看点
✦ 中国移动首发6G总体架构设计，助力6G愿景实现
✦ 抖音与中央广播电视总台达成战略合作，成为2022世界杯持权转播商
✦ 饿了么推出“免单1分钟”活动，数十万用户收到免单通知
✦ 菜鸟裹裹上线“超时赔付”服务，上门取件超时将赔付寄件券
✦ 从天猫转战抖音，丽人丽妆成立抖音事业部
✦ 迎里程碑时刻：小鹏汽车累计交付量突破20万台
✦ 理想L9正式发布：售价45.98万元，8月底前开启用户交付
✦ 中兴通讯李自学：阔步迈入战略超越期，力争用2-3年时间进入世界500强
国内要闻
1、抖音集团与中央广播电视总台达成战略合作，成为2022年卡塔尔世界杯持权转播商
2、中兴通讯董事长李自学：公司阔步迈入战略超越期，力争用2-3年时间进入世界500强
3、饿了么回应大量消费者收到“免单”提示：启动“免单1分钟”活动，已为数十万用户免单
4、阿里宣布旗下15款App已完成信息无障碍改造，包括淘宝、饿了么、钉钉等
5、微信视频号公布618服务商排名，微盟位列电商服务商新主播榜第一
6、中国移动发布移动信息现代产业链“十百千万”合作伙伴上链倡议
7、小米公益推出乡村振兴专题，持续创新“手机×AIoT×公益”模式
8、上海建工环境科技成立碳中和技术研究中心，助力建筑业实现“双碳”目标
9、中远海运租赁汽车7.36亿ABS成功发行，为上交所首单货运物流主题ABS
10、慕思股份发布IPO公告书：发行价格为38.93元/股，将于6月23日在深交所上市
政务快讯
1、市场监管总局部署开展质量基础设施助力纾困中小微企业和个体工商户专项行动
2、国家卫健委：2022-2025年在全国广泛开展老年心理关爱行动
3、国家发改委下达3.06亿元文化保护传承利用工程2022年第二批中央预算内投资
4、国家广电总局：到2025年底标清频道基本关停，高清电视成为电视基本播出模式
5、国家林业和草原局联合腾讯首次”全真”直播国家公园，30余”全珍”稀有物种夏至亮相
6、最高检：严厉打击行业“内鬼”泄露公民个人信息违法犯罪
7、商务部等11部门：六方面落实扶持政策，促进餐饮业恢复发展
8、人社部、中宣部：电影企业可申请缓缴企业养老、失业、工伤三项社保费
9、财政部、教育部：加强中央专项彩票公益金支持大学生创新创业教育项目资金管理
10、网信办：2022年5月全国受理网络违法和不良信息举报1534.3万件，同比增长3.9%
科技通信
1、中国移动首发6G总体架构设计，助力6G愿景实现
2、中海油：我国首个“双频5G+工业互联网”智能炼厂全面建成投用
3、福建移动携手华为应用5G Massive MIMO实现居民区高质量深度覆盖
4、爱立信：今年全球5G用户数预计将突破10亿大关
5、因受前期疫情影响，2022世界人工智能大会延期至9月初于上海举办
文娱影游
1、B站发布毕业歌《光阴的故事2022》，罗大佑制作、易烊千玺献唱
2、优酷VIP会员正式涨价，爱优腾15元一个月会员一去不返
3、2022腾讯视频影视片单发布，打破剧集题材、形式、合作的边界
4、祖龙娱乐：附属公司获企鹅影视授予《龙族》游戏改编权
5、网易游戏《暗黑破坏神：不朽》国服宣布推迟上线，原定于6月23日全平台公测
金融财经
1、银行间交易商协会：5月累计发行债务融资工具5203亿元
2、兴业证券与福建金投签署合作协议，将在产业基金等领域展开合作
3、宇信科技6050万入股同方软银，进一步聚焦银行核心业务场景
4、加快布局本地人才战略，汇丰中国高校人才扩招三成
5、PingPong与JCB达成直接合作，收单业务全面连通国际六大卡组
住房地产
1、鲁商服务通过港交所上市聆讯，在管建筑面积2290万平方米
2、招商积余正式签约新中物业，布局金融类物业管理
3、华润有巢落子成都首个住房租赁大社区项目，总建筑面积3.52万㎡
4、合景悠活旗下庆德物业中标广州正骨医院物业项目，中标金额1393万
5、中国房地产业协会：房地产纾困项目与金融机构对接商洽会于7月26-27日在杭州召开
零售电商
1、
2、菜鸟裹裹上线“超时赔付”服务，上门取件超时将赔付寄件券
3、从天猫转战抖音，丽人丽妆成立抖音事业部
4、京东超市海外原产地采购加速：已开65个国家馆，年内开设上百个
5、快手电商“青云计划”再次升级：每天8亿流量助力商家冷启
汽车出行
1、迎里程碑时刻：小鹏汽车累计交付量突破20万台
2、理想汽车正式发布家庭智能旗舰SUV理想L9：售价45.98万元，8月底前开启用户交付
3、欣旺达回应汽车电池业务分拆传闻：没有接到任何消息，以公告为准
4、宝马摩托车第二款量产纯电车型将于年内上市
5、极星电动车拟于6月24日借壳Gores Guggenheim在纳斯达克上市
教育培训
1、教育部：县域基本均衡发展已实现，到2035年将全面实现义务教育优质均衡发展
2、人社部致信2022届高校毕业生：灵活就业人员可申请获得社会保险补贴
3、北京高考成绩6月25日中午前发布，6月27日起填报志愿
4、湖北启动“楚才计划”，培养青少年科技创新后备人才
5、河南：列出27项负面清单，为教育评价改革划定红线
医疗健康
1、阿斯利康宣布在华扩大投资，拟在山东青岛投建生产供应基地并设立区域总部
2、众安保险联合阿里健康、慧医天下探索互联网慢病管理新模式
3、北京大学人民医院怀来院区挂牌，7月1日正式开诊
4、镁信健康与瑞金海南医院共同打造的瑞康健康中心正式落成，即将向全国各地患者用户提供服务
5、广东省肺癌一体化诊疗中心落户广州市第十二人民医院，为更多患者提供高水平肺癌诊疗服务
旅游民宿
1、蓄力暑期旅游复苏，飞猪“618”大促成交额同比增超40%
2、同程旅行“新旅人公益计划”二期课程上线，聚焦中小酒店投资
3、陕西首家携程度假农庄动工，落地“熊猫县”佛坪
4、海昌海洋公园与华侨城欢乐谷达成战略合作，涉及八个欢乐谷项目
5、扎实推进京津冀协同发展，京杭大运河京冀段预计6月底实现旅游通航
区块链
1、中国移动“区块链+”行业应用成效显著：已布局11条赛道，落地近40个场景
2、天下秀携手创维成立合资公司，首款数字藏品展示硬件即将发布
3、河北省首个“数字人民币应用试点示范村”揭牌，街面商户数币受理开通率超90%
4、甘肃省文化和旅游厅发行“如意甘肃·绿色出行”《城市之光》系列文旅数字纪念票+出行皮肤系列数字纪念票
5、Meta、微软等科技巨头宣布成立并启动元宇宙标准论坛
国际视角
1、追回12亿美元罚款后，英特尔又向欧盟提出6.24亿美元利息索赔
2、法国反垄断机构接受谷歌关于向新闻出版商支付在线内容使用费的承诺
3、苹果AR眼镜现已进入设计开发阶段，2024下半年开始量产
4、三星Galaxy Z Fold 3/Flip 3发布会预告片浏览量超1.02亿次，成YouTube上最流行视频广告
5、埃克森美孚将收购卡塔尔北部油田扩建项目6.25%股权
融资收购
1、3D设计SAAS在线工具「凌迪科技Style3D」完成近1亿美元Pre-B+轮融资，由高瓴创投、鼎晖等多家机构连续投资
2、跨境供应链科技公司「驿玛科技Surpath」完成数千万元Pre-A+轮融资，由北极光创投独家投资，指数资本继续担任独家财务顾问
3、数字化汽车喷涂解决方案提供商「以诺行」完成数千万元A轮融资，由成为资本独家投资
4、配电物联网平台解决方案提供商「海瑞科技」完成数千万元Pre-A轮融资，由济宁明德创业投资中心领投，武汉荣辰维诺投资有限公司跟投
5、先进显示模组品牌制造服务商「欧依迪」完成近千万元Pre-A轮融资，由上海九次方投资管理有限公司投资
6、数字藏品平台「熊猫艺术」获得200万元种子轮融资，投资方为米塔投资
7、食品处理工艺设备研发商「上海数郜」完成B轮融资，由信宸资本领投，老股东东方嘉富和红点中国跟投
8、母婴健康科普及新媒体电商平台「婴医通」完成数百万元天使轮融资，投资方为北京指数进化及成众传媒
9、基因治疗及细胞治疗领域产品研发商「深研生物」完成亿元级B轮融资，由斯道资本领投，玖菲特投资、钜科投资跟投，老股东某国际知名产业集团持续跟投，星汉资本担任独家财务顾问
10、环状RNA疫苗研发商「圆因生物」完成超2.8亿元A轮融资，由某知名产业投资机构与和玉资本联合领投，夏尔巴投资与三正健康投资跟投，老股东泉创资本与千骥资本继续追加投资
11、房颤电生理和外周血管介入解决方案提供商「玄宇医疗」完成亿元A轮融资，由杏泽资本、兴证资本联合领投，老股东道彤投资、邦明资本、海脉德创投等股东持续加持，点石资本担任独家财务顾问
12、精准穿刺手术机器人研发商「睿触科技」完成千万元级A+轮融资，由华登国际独家投资，溪林投资担任长期独家财务顾问
Today’s highlights
“the overall architecture design of China Mobile’s initial 6G helps to realize the vision of 6G.
“Douyin has reached a strategic cooperation with the Central Radio and Television head Office to become a licensed broadcaster of the 2022 World Cup.
Ele.me launched the “order-free 1 minute” activity, and hundreds of thousands of users received order-free notification.
The rookie wrapped in the line “overtime compensation” service, door-to-door pickup overtime will pay coupons.
✦ 从天猫转战抖音，丽人丽妆成立抖音事业部
To meet the milestone: Xiaopeng’s cumulative delivery volume exceeded 200000 units.
Ideal L9 is officially released: the price is 459800 yuan, and user delivery will be started before the end of August.
ZTE Li self-taught: stride into the strategic transcendence period and strive to enter the world’s top 500 in 2-3 years.
Important domestic news
1. Douyin Group has reached a strategic cooperation with China Central Radio and Television to become the exclusive broadcaster of the 2022 World Cup in Qatar.
2. Li Zixue, chairman of ZTE Corporation: the company strides into the strategic transcendence period and strives to enter the world’s top 500 in 2-3 years.
3. Ele.me responded that a large number of consumers received “order-free” prompts: to launch the “order-free 1 minute” activity, which has exempted hundreds of thousands of users.
4、阿里宣布旗下15款App已完成信息无障碍改造，包括淘宝、饿了么、钉钉等
5. Wechat video number announced the ranking of 618 service providers, and Weimeng ranked first in the list of new anchors of e-commerce service providers.
6. China Mobile issues Mobile Information Modern Industry chain “1 billion” partner chain Initiative
7、小米公益推出乡村振兴专题，持续创新“手机×AIoT×公益”模式
8. Shanghai Construction Environmental Science and Technology established a carbon Neutralization Technology Research Center to help the construction industry achieve the goal of “double carbon”.
9. Cosco Marine Rental car 736 million ABS was successfully issued, which is the first freight logistics theme ABS on the Shanghai Stock Exchange.
10、慕思股份发布IPO公告书：发行价格为38.93元/股，将于6月23日在深交所上市
政务快讯
1. The General Administration of Market Supervision has deployed a special action on quality infrastructure to help small and medium-sized enterprises and individual industrial and commercial households.
2. The National Health Commission: the psychological care for the elderly was widely carried out nationwide from 2022 to 2025.
3、国家发改委下达3.06亿元文化保护传承利用工程2022年第二批中央预算内投资
4. State Administration of Radio, Film and Television: standard definition channels will basically be closed by the end of 2025, and high-definition television will become the basic broadcasting mode of television.
5. The State Forestry and grassland Bureau and Tencent live broadcast the national park for the first time, and more than 30 “Quanzhen” rare species the Summer Solstice appeared.
6. the Supreme Procuratorate: severely crack down on the crime of divulging citizens’ personal information by “insiders” in the industry.
7、商务部等11部门：六方面落实扶持政策，促进餐饮业恢复发展
8、人社部、中宣部：电影企业可申请缓缴企业养老、失业、工伤三项社保费
9. Ministry of Finance and Ministry of Education: strengthen the fund management of the central special lottery public welfare fund to support college students’ innovation and entrepreneurship education project.
10. The Internet Information Office: in May 2022, the country accepted 15.343 million reports of illegal and bad information on the Internet, an increase of 3.9 percent over the same period last year.
科技通信
1. The overall architecture design of China Mobile’s initial 6G, helping to realize the vision of 6G.
2. CNOOC: China’s first “dual-band 5G + industrial Internet” intelligent refinery has been fully completed and put into operation.
3、福建移动携手华为应用5G Massive MIMO实现居民区高质量深度覆盖
4. Ericsson: the number of global 5G users is expected to break through the 1 billion mark this year
5、因受前期疫情影响，2022世界人工智能大会延期至9月初于上海举办
文娱影游
1. Bilibili released the graduation song Story of time 2022, which was produced by Luo Dayou and sung by Yi Qianxi.
2. Youku VIP members officially raise their prices, and Aiyouteng members never return after 15 yuan a month.
3. 2022 Tencent Video’s film list was released, breaking the boundaries of the theme, form and cooperation of the series.
4. Zulong Entertainment: the subsidiary company has been granted the right to adapt the game of “Dragon” by Penguin Film and Television.
5. NetEase’s game Diablo: immortal, the national server announced the postponement of the launch, originally scheduled for June 23rd platform-wide public test
金融财经
1. Association of Interbank Dealers: 520.3 billion yuan of debt financing instruments were issued in May.
2. Societe Generale Securities and Fujian Capital Investment have signed a cooperation agreement and will cooperate in industrial funds and other fields.
3. Yuxin Technology took a 60.5 million stake in Softbank Corp. of Tongfang, further focusing on the core business scene of the bank.
4. speed up the strategy of distributing local talents, and HSBC’s Chinese colleges and universities will expand their enrollment by 30%.
5. PingPong and JCB have reached a direct cooperation, and the receiving business is fully connected with the six international card groups.
住房地产
1. Lu Merchants Service is listed on the Hong Kong Stock Exchange and is in charge of a construction area of 22.9 million square meters.
2. Investment promotion surplus formally signed Xinzhong property, layout of financial property management
3. China Resources has a nest in Chengdu’s first large housing rental community project, with a total construction area of 35200 square meters.
4. Qingde property under Hejing leisurely living won the bid for Guangzhou Orthopaedic Hospital property project, with a winning bid amount of 13.93 million.
5. China Real Estate Association: the negotiation meeting between real estate relief projects and financial institutions was held in Hangzhou on July 26-27.
零售电商
1、
2. The rookie wraps up the online “overtime compensation” service, and the door-to-door pickup overtime will pay the coupon.
3. From Tmall to Douyin, the beauty makeup set up the Douyin business department.
4. JD.com supermarket accelerates procurement of overseas origin: 65 national pavilions have been opened, and hundreds have been opened this year.
5. Kuaishou e-commerce “Qingyun Project” is upgraded again: 800 million daily traffic helps merchants start.
汽车出行
1. Milestone moment: Xiaopeng’s cumulative delivery volume exceeded 200000 units.
2. Ideal car officially launches home intelligence flagship SUV ideal L9: the price is 459800 yuan, and user delivery will be started before the end of August.
3. Xinwanda responded to the rumors of the spin-off of the car battery business: no news has been received, and the announcement shall prevail.
4. The second mass-produced pure electric model of BMW motorcycle will be put on the market this year.
5. Polar Star Electric vehicle is scheduled to be listed on NASDAQ by backdoor Gores Guggenheim on June 24th.
教育培训
1. Ministry of Education: the basic balanced development of the county has been achieved, and the quality and balanced development of compulsory education will be realized in an all-round way by 2035.
2. The Ministry of Human Resources and Social Affairs sent a letter to the graduates of the class of 2022: flexible employees can apply for social insurance subsidies.
3. The results of the college entrance examination in Beijing will be released before noon on June 25, and volunteer from June 27.
4. Hubei launched the “Chucai Program” to train young reserve talents for scientific and technological innovation.
5、河南：列出27项负面清单，为教育评价改革划定红线
医疗健康
1. AstraZeneca announced that it would expand its investment in China and plan to build a production and supply base and set up a regional headquarters in Qingdao, Shandong Province.
2. Zhongan Insurance, together with Ali Health and Huiyi, explore a new mode of Internet chronic disease management.
3、北京大学人民医院怀来院区挂牌，7月1日正式开诊
4. The Ruikang Health Center jointly built by magnesium Health and Ruijin Hainan Hospital has been officially completed and will soon provide services to patient users all over the country.
5. Guangdong Integrated diagnosis and treatment Center for Lung Cancer has been established in Guangzhou 12th people’s Hospital to provide high-level lung cancer diagnosis and treatment services for more patients.
Tourist accommodation
1. Xu Li recovered from summer tourism, and the turnover of Flying Pig “618” increased by more than 40% compared with the same period last year.
2. The second phase of the public welfare program for new travelers on the same trip is launched, focusing on investment in small and medium-sized hotels.
3. The first Ctrip Holiday Farm in Shaanxi started construction and landed in Foping, “Panda County”.
4. Haichang Ocean Park has reached strategic cooperation with the overseas Chinese City Happy Valley, involving eight Happy Valley projects.
5. Firmly promote the coordinated development of Beijing, Tianjin and Hebei, and the Beijing-Hebei section of the Beijing-Hangzhou Grand Canal is expected to realize tourism navigation by the end of June.
区块链
1、中国移动“区块链+”行业应用成效显著：已布局11条赛道，落地近40个场景
2. Tianxiu has set up a joint venture with Skyworth, and the first digital collection display hardware will be released soon.
3. The first “pilot demonstration Village for the Application of Digital RMB” in Hebei Province has been unveiled, and the opening rate of digital coins accepted by street merchants has exceeded 90%.
4. Gansu Provincial Department of Culture and Tourism issued “Ruyi Gansu Green Travel” and “City Light” series of literature and tourism digital commemorative tickets + travel skin series digital commemorative tickets.
5. Meta, Microsoft and other technology giants have announced the establishment and launch of the Metasmos Standards Forum.
International perspective
1. After recovering the fine of $1.2 billion, Intel filed an interest claim of $624 million with the European Union.
2. French antitrust authorities accept Google’s promise to pay online content royalties to news publishers
3. Apple AR glasses have entered the stage of design and development, and mass production began in the second half of 2024.
4. The trailer for Samsung Galaxy Z Fold 3/Flip 3 has been viewed more than 102 million times, making it the most popular video advertisement on YouTube.
ExxonMobil will acquire a 6.25% stake in Qatar’s northern oil field expansion project.
Financing acquisition
1、3D设计SAAS在线工具「凌迪科技Style3D」完成近1亿美元Pre-B+轮融资，由高瓴创投、鼎晖等多家机构连续投资
2. The cross-border supply chain technology company “Yima Technology Surpath” has completed tens of millions of yuan Pre-A+ round financing, which is invested exclusively by Northern Lights Venture Capital, and Index Capital continues to act as the exclusive financial adviser.
3. Digital automobile spraying solution provider “Yinuoxing” has completed tens of millions of yuan A round financing, which has become the exclusive investment of capital.
4. Power distribution Internet of things platform solution provider “Hai Rui Technology” has completed tens of millions of yuan Pre-A round financing, led by Jining Mingde Venture Capital Center, and followed by Wuhan Rongchen Wino Investment Co., Ltd.
5. AUIDI, a brand manufacturing service provider for advanced display modules, has completed nearly 10 million yuan of Pre-A round financing, which is invested by Shanghai Nine Power Investment Management Co., Ltd.
6. Panda Art, a digital collection platform, received 2 million yuan in seed round financing, and the investor invested in Mita.
7. Food processing process equipment developer “Shanghai Digital” completed round B financing, led by Xinchen Capital, and followed by veteran shareholders Dongfang Jiafu and Red Dot China.
8. Popular science of maternal and child health and new media e-commerce platform “Baby Medical Link” has completed a multi-million yuan angel round of financing, invested by Beijing Index Evolution and Chengzhong Media.
9. Shenyan Biology, a product developer in the field of gene therapy and cell therapy, has completed round B financing of 100 million yuan, led by Stu Capital, followed by Jiufitel Investment and Juke Investment, and continued to follow by a well-known international industrial group with its old shareholders. Star Han Capital acts as the exclusive financial adviser.
10. Round RNA vaccine developer Yuanyin Biology completed round A financing of more than 280 million yuan, led by a well-known industrial investment institution and Heyu Capital, Sherpa Investment and Sanzheng Health Investment, and old shareholder Quanchuang Capital and Qianji Capital continued to increase investment.
11. Xuanyu Medical, a provider of electrophysiology and peripheral vascular intervention solutions for atrial fibrillation, completed a round of financing of 100 million yuan, led by Xingze Capital and Xingzheng Capital, and continued to be blessed by shareholders such as Daotong Investment, Bangming Capital and Haimaid Venture Capital. Dianshi Capital acts as the exclusive financial adviser.
12、精准穿刺手术机器人研发商「睿触科技」完成千万元级A+轮融资，由华登国际独家投资，溪林投资担任长期独家财务顾问
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