今日看点
✦ 天猫618公布“绿值”：商品消费减碳超15.3万吨
✦ 东方甄选发布声明：公司从不收“坑位费”，有人冒充我司员工招商收费
✦ 上市首日大涨48.3%，“国产CPU第一股”龙芯中科正式登陆科创板
✦ 快狗打车正式登陆港交所：上市首日大跌22.23%，市值102.92亿港元
✦ BOSS直聘一季度净利润1.21亿元，研发费用2.91亿元创单季历史新高
✦ 第四家合资理财公司高盛工银理财获批开业，注册地为上海
✦ 极星与SPAC完成合并成功登陆纳斯达克，全球已交付5.5万台
✦ 博通610亿美元收购VMware将面临欧盟长期反垄断调查
国内要闻
1、“国产CPU第一股”
2、快狗打车正式登陆港交所：上市首日大跌22.23%，市值102.92亿港元
3、国内最大智慧CRM服务供应商玄武云启动招股，拟全球发售3439.05万股
4、东方甄选发布声明：公司从不收“坑位费”，有人冒充我司员工招商收费
5、网络安全审查办公室约谈同方知网（北京）技术有限公司负责人，宣布对知网启动网络安全审查
6、腾讯汤道生：腾讯不造车，专注参与车企全链路数字化升级
7、海康威视：在水利防汛领域提供河湖管护智能管理平台、水灾害防御指挥调度平台等
8、联想天津产业园将于今年10月投产，总投资超11亿元
9、中国移动设计院发布“中国移动新型绿色数据中心成套技术”，全方位突破节能降碳卡点
10、BOSS直聘2022年Q1营收11.38亿元、净利润1.21亿元，研发费用2.91亿元创单季历史新高
政务快讯
1、
2、新修订的《中华人民共和国体育法》等法律案获得通过
3、财政部：3年安排南沙300亿元新增地方债限额支持重大项目建设
4、国家发展改革委价格司与中国人保财险公司在农业保险领域签署战略合作协议
5、全国供销合作社农产品销售平台成立，将逐步建立系统内上中下游会员联动合作
6、农业农村部审议并原则通过《生猪产能调控工作考核方案》
7、应急管理部等四部门进一步规范危险化学品生产建设项目安全风险防控
8、交通运输部等四部门：有序开展纯电动、氢燃料电池、可再生合成燃料车辆、船舶的试点
9、工信部：加强优质企业梯度培育，形成创新型中小企业、专精特新中小企业、专精特新“小巨人”企业的梯度培育体系
10、住建部等三部门：2021年住房公积金缴存额29156.87亿元，发放个人住房贷款13964.22亿元
科技通信
1、华为官宣nova10系列将于7月4日发布，搭载骁龙778G 4G芯片
2、中兴通讯助力土耳其移动Turkcell部署全球首个商用12THz超宽频谱波分系统
3、中国信通院携手5G消息工作组发布首批“5G消息平台功能完备性证书”
4、大幅降低端到端时延，深圳联通携手中兴通讯完成URLLC现网验证
5、浙江移动携手中兴通讯完成国内首个“CDN+CMNET”算网协同方案试点
文娱影游
1、快手：打击欺骗诱导行为，将做出账号限流、永久封禁等处罚
2、B站：过去一年音乐文化与教学类视频播放量同比增长242%
3、电魂网络：拟注销北京灵焰及海南卓钥
4、万达电影回馈股东：1元可购买4张电影票
5、库存持续短缺，微软Xbox上周日本销量再次超过索尼PlayStation
金融财经
1、第四家合资理财公司高盛工银理财获批开业，注册地为上海
2、外汇局：我国外汇储备规模连续17年稳居世界第一
3、证监会就个人养老金投资公开募集证券投资基金业务管理征求意见
4、银保监会：截至目前制造业贷款余额25.26万亿元，增速比各项贷款增速高5.79个百分点
5、深交所推出16项具体举措，进一步支持企业发展服务实体经济
住房地产
1、鲁商发展：鲁商服务于香港联交所主板IPO的申请获联交所原则同意
2、顺丰房托：已完成收购长沙物业，涉及总金额5.02亿元
3、世茂股份：目前暂无拿地计划，今年计划实现签约销售额130亿元
4、禹洲集团：董事会主席兼CEO林龙安辞职，郭英兰接任
5、安徽建工：作为牵头人联合中标55.46亿元EOD模式试点工程项目
零售电商
1、京东科技618“城市热爱购”提振全国产业带，下单金额同比增长60%
2、天猫618公布“绿值”：商品消费减碳超15.3万吨
3、菜鸟联手阿特拉斯南美包机启用大型宽体机747-8F，增设超大超重货运输服务
4、昆仑山矿泉水连续6年斩获618高端水线上销售第一
5、i茅台6月25日将在上海同步开启“预约申购”和“线上销售”活动
汽车出行
1、理想汽车：上市72小时，理想L9订单已超3万辆
2、AITO问界M7大型电动SUV官宣：7月4日亮相华为nova10系列发布会
3、上汽集团：正在探讨车机与手机的深度融合，计划6月底发布相关信息
4、Polestar极星与SPAC完成合并成功登陆纳斯达克，全球已交付5.5万台
5、奥迪CEO：计划2026年起只向市场推出电动汽车
教育培训
1、教育部发布预警：谨防”高价志愿填报指导”陷阱，将对招生机构公众号、百家号等进行统一标识
2、人社部：7月至12月启动2022年离校未就业高校毕业生服务攻坚行动
3、北京出台16条综合“政策包”，助力高校毕业生就业创业
4、安徽印发“筑梦九条”，为毕业生提供“真金白银”支持
5、陕西省印发进一步支持大学生创新创业若干措施，允许学生保留学籍休学创新创业
医疗健康
1、国家卫健委公布2022年国抽计划，预防接种、医疗美容、医学检验等机构在列
2、华熙生物获2021年度山东省科学技术进步一等奖
3、翌圣生物科创板IPO申请获受理，拟募集资金约11亿元
4、赛诺菲宣布任命贺恩霆为数字事业部全球负责人，施旺为中国区总裁
5、前渤健高管Chirfi Guindo加入默沙东，担任人类健康首席营销官
旅游民宿
1、携程：6月以来暑期红色旅游景区门票订单环比增长5倍
2、京杭大运河京冀段全线62公里实现游船通航
3、山西：国家草原自然公园（试点）2025年5月底前向社会开放
4、湖北省发放3亿元文旅消费券，广邀全国游客“惠游湖北”
5、云南打造1000个乡村振兴旅游示范村，带动脱贫人口增收
区块链
1、
2、汤姆猫：后续将稳健推动数字藏品等创新业务布局
3、国民级元宇宙应用工具“魔盒”百日内测后成功转公测
4、中国广告协会数字元宇宙工作委员会向全国范围内启动征集数字藏品营销案例并邀请数字藏品服务平台进入”数藏黄页”
5、西班牙知名酒店Riu成为微软元宇宙AltSpace首家开业的酒店
国际视角
1、博通610亿美元收购VMware将面临欧盟长期反垄断调查
2、三星预计将于下周宣布量产3纳米芯片
3、苹果公司在美国和加拿大推出返校促销活动，赠送礼品卡
4、新思科技3.3 亿美元收购WhiteHat Security，扩展应用安全软件即服务的能力
5、由于半导体短缺状况未能缓解，格芯将在年底前决定进一步投资地点
融资收购
1、SaaS化电商ERP「万里牛」获得战略融资，由老高电商圈子投资
2、L4级自动驾驶解决方案提供商「酷哇机器人」完成D1轮融资，由亚投资本领投
3、高端妇儿医疗服务机构「美华医疗」获得战略融资，由德弘资本独家投资
4、民营遥感卫星龙头企业「天辅高分」获得新一轮融资，由创势资本投资
5、国产基础软件提供商「泛联新安」获得新一轮战略融资，投资方为中国互联网投资基金
Today’s highlights
✦ 天猫618公布“绿值”：商品消费减碳超15.3万吨
Dongfang selection issued a statement: the company never charges “pit fees”, and some people impersonate our employees to attract investment fees.
✦ 上市首日大涨48.3%，“国产CPU第一股”龙芯中科正式登陆科创板
Fast Dog Taxi officially landed on the Hong Kong Stock Exchange: it fell 22.23% on the first day of listing, with a market capitalization of HK $10.292 billion
The net profit of direct employment of BOSS in the first quarter is 121 million yuan, and the R & D expenditure of 291 million yuan is the highest in a single quarter.
Goldman Sachs, the fourth joint venture financial management company, has been approved to open its business, registered in Shanghai.
Polar Star and SPAC completed the merger and successfully landed on NASDAQ, and 55000 units have been delivered worldwide.
✦ 博通610亿美元收购VMware将面临欧盟长期反垄断调查
Important domestic news
1. “the first domestic CPU share”
2. Fast Dog Taxi officially landed on the Hong Kong Stock Exchange: it fell 22.23% on the first day of listing, with a market capitalization of HK $10.292 billion.
3. Xuanwuyun, the largest intelligent CRM service provider in China, launched an initial public offering with a plan to sell 34.3905 million shares worldwide.
4、东方甄选发布声明：公司从不收“坑位费”，有人冒充我司员工招商收费
5. The Network Security Review Office interviewed the person in charge of Tongfang knowledge Network (Beijing) Technology Co., Ltd., and announced that it would launch a network security review.
6. Tencent Tang Daosheng: Tencent does not build cars, but focuses on participating in the full-link digital upgrade of car companies.
7. Haikang Weishi: provide intelligent management platform for river and lake management and flood disaster prevention command and dispatching platform in the field of water conservancy and flood control.
8、联想天津产业园将于今年10月投产，总投资超11亿元
9、中国移动设计院发布“中国移动新型绿色数据中心成套技术”，全方位突破节能降碳卡点
10、BOSS直聘2022年Q1营收11.38亿元、净利润1.21亿元，研发费用2.91亿元创单季历史新高
Government affairs bulletin
1 、
2. Laws such as the newly revised Sports Law of the people’s Republic of China were passed.
3、财政部：3年安排南沙300亿元新增地方债限额支持重大项目建设
4. The Price Department of the National Development and Reform Commission and PICC signed a strategic cooperation agreement in the field of agricultural insurance.
5. The agricultural product sales platform of national supply and marketing cooperatives has been established, and the joint cooperation of upstream, middle and downstream members in the system will be gradually established.
6. The Ministry of Agriculture and Village examined and approved in principle the examination Plan for the Regulation and Control of Pig production capacity
7. Emergency Management Department and other four departments further standardize safety risk prevention and control of hazardous chemicals production and construction projects.
8. Ministry of Transport and other four departments: carry out pilot projects of pure electric vehicles, hydrogen fuel cells, renewable synthetic fuel vehicles and ships in an orderly manner.
9. Ministry of Industry and Information Technology: strengthen the gradient cultivation of high-quality enterprises, and form a gradient cultivation system of innovative small and medium-sized enterprises, specialized and special new small and medium-sized enterprises, and specialized special new “little giant” enterprises.
10. The Ministry of Housing and Construction and other three departments: 2.915687 trillion yuan of housing provident fund deposits in 2021 and 1.396422 trillion yuan of personal housing loans
Science and technology communication
1. Huawei Guanxuan nova10 series will be released on July 4, equipped with Snapdragon 778G 4G chip.
2. ZTE helps Turkey Mobile Turkcell deploy the world’s first commercial 12THz ultra-wideband wavelength division system
3. CAICT joined hands with 5G messaging working Group to issue the first batch of “functional completeness certificates of 5G messaging platform”.
4、大幅降低端到端时延，深圳联通携手中兴通讯完成URLLC现网验证
5. Zhejiang Mobile joined hands with ZTE to complete the first pilot project of “CDN+CMNET” computing network collaboration in China.
Entertainment and film tour
1 、快手：打击欺骗诱导行为，将做出账号限流、永久封禁等处罚
2. Bilibili: in the past year, the number of music culture and teaching videos increased by 242% compared with the same period last year.
3. Soul network: plan to cancel Beijing Lingyan and Hainan Zhuokey.
4. Wanda Film gives back to shareholders: 4 movie tickets can be bought for 1 yuan.
5. Inventory shortage persists. Microsoft Xbox sales in Japan surpassed Sony PlayStation again last week.
金融财经
1. Goldman Sachs, the fourth joint venture financial management company, has been approved to open its business, registered in Shanghai.
2、外汇局：我国外汇储备规模连续17年稳居世界第一
3. The Securities Regulatory Commission solicited opinions on the business management of individual pension investment and public offering securities investment funds.
4. Bancassurance Regulatory Commission: so far, the loan balance of the manufacturing industry is 25.26 trillion yuan, which is 5.79 percentage points higher than the growth rate of various loans.
5、深交所推出16项具体举措，进一步支持企业发展服务实体经济
住房地产
1. The development of Shandong businessmen: the application of Shandong businessmen to serve IPO on the main board of the Hong Kong Stock Exchange has been agreed by the Stock Exchange in principle.
2、顺丰房托：已完成收购长沙物业，涉及总金额5.02亿元
3、世茂股份：目前暂无拿地计划，今年计划实现签约销售额130亿元
4、禹洲集团：董事会主席兼CEO林龙安辞职，郭英兰接任
5、安徽建工：作为牵头人联合中标55.46亿元EOD模式试点工程项目
零售电商
1. JD.com Science and Technology 618 “City Love purchase” boosted the national industrial belt, and the amount of orders issued increased by 60% over the same period last year.
2、天猫618公布“绿值”：商品消费减碳超15.3万吨
3. Cainiao joined hands with Atlas South American charter plane to launch large wide-body plane 747-8F and add super-large and overweight cargo transportation service.
4、昆仑山矿泉水连续6年斩获618高端水线上销售第一
5. Maotai will launch the activities of “booking purchase” and “online sales” simultaneously in Shanghai on June 25.
汽车出行
1. Ideal car: after 72 hours on the market, the order of the ideal L9 has exceeded 30,000.
2. AITO question M7 large-scale electric SUV official announcement: it was unveiled in Huawei nova10 series press conference on July 4th.
3. SAIC: it is exploring the deep integration of cars and mobile phones, and plans to release relevant information at the end of June.
4、Polestar极星与SPAC完成合并成功登陆纳斯达克，全球已交付5.5万台
Audi CEO: plans to introduce only electric cars to the market from 2026
教育培训
1. The Ministry of Education issued an early warning: beware of the trap of “high-price voluntary guidance”. Official accounts and Baijia accounts of enrollment institutions will be uniformly marked.
2. Ministry of Human Resources and Social Affairs: from July to December, it launched a key campaign to provide services for unemployed college graduates leaving school in 2022.
3. Beijing has issued 16 comprehensive “policy packages” to help college graduates find jobs and start businesses.
4. Anhui publishes the Nine articles of Building a Dream to provide “real gold and silver” support for graduates.
5. Shaanxi Province issued a number of measures to further support college students’ innovation and entrepreneurship, allowing students to stay out of school and start their own businesses.
医疗健康
1. The National Health Commission announced the national lottery plan for 2022, including vaccination, medical beauty, medical laboratory and other institutions.
2、华熙生物获2021年度山东省科学技术进步一等奖
3、翌圣生物科创板IPO申请获受理，拟募集资金约11亿元
4. Sanofi announced the appointment of he Enting as the global head of the digital division and Shi Wang as the president of China.
5、前渤健高管Chirfi Guindo加入默沙东，担任人类健康首席营销官
Tourist accommodation
1 、携程：6月以来暑期红色旅游景区门票订单环比增长5倍
2. Cruise ship navigation will be realized in the Beijing-Hebei section of the Beijing-Hangzhou Grand Canal for 62 kilometers.
3. Shanxi: national grassland Natural Park (pilot) will be open to the public before the end of May 2025.
4. Hubei Province issues 300 million yuan cultural travel vouchers to invite tourists from all over the country to “visit Hubei”.
5. Yunnan will build 1000 rural tourism demonstration villages to increase the income of people out of poverty.
Block chain
1 、
2、汤姆猫：后续将稳健推动数字藏品等创新业务布局
3、国民级元宇宙应用工具“魔盒”百日内测后成功转公测
4. The Digital meta-Universe working Committee of China Advertising Association launched a nationwide solicitation of digital collection marketing cases and invited the digital collection service platform to enter the “Digital Tibetan Yellow pages”.
5. Riu, a well-known hotel in Spain, has become the first hotel opened by Microsoft metacosmos AltSpace.
International perspective
1 、博通610亿美元收购VMware将面临欧盟长期反垄断调查
2. Samsung is expected to announce mass production of 3nm chips next week.
3. Apple launched a back-to-school promotion in the United States and Canada, giving gift cards
4、新思科技3.3 亿美元收购WhiteHat Security，扩展应用安全软件即服务的能力
5. As the shortage of semiconductors has not been alleviated, GE Core will decide on the location of further investment before the end of the year.
Financing acquisition
1 、SaaS化电商ERP「万里牛」获得战略融资，由老高电商圈子投资
2. L4 self-driving solution provider “Cool Robot” completes the D1 round of financing, funded by sub-investment skills.
3. Meihua Medical, a high-end maternal and child medical service organization, has obtained strategic financing, which is invested exclusively by Dehong Capital.
4. Tianfu High score, a leading private remote sensing satellite enterprise, has obtained a new round of financing and invested by pioneering capital.
5. Pan-Union Xin’an, a domestic basic software provider, has obtained a new round of strategic financing, and the investor is China Internet Investment Fund.
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