今日看点
✦ 促消费助实体，百城万店联合支付宝平台启动“夏日消费节”
✦ 京东工业互联网平台：已深入50个产业带、超200个园区
✦ 滴滴支付因12项违规行为被罚427万元，两名时任总经理同步被罚
✦ 金山办公高管重申：计划2023年底关闭WPS广告业务
✦ 上汽MG海外第100万辆整车下线，开启全球市场新征程
✦ 快看举办2022国漫发布会：推出史上最强暑期片单，上线海外版APP
✦ 2022上半年全球手游收入达412亿美元，《王者荣耀》最能吸金
✦ 全国碳市场一周年成绩单：累计成交量1.94亿吨，成交额84.92亿元
国内要闻
1、快看举办2022国漫发布会：推出史上最强暑期片单，上线海外版APP
2、滴滴支付因12项违规行为被央行营管部罚款427万元，两名时任总经理同步被罚
3、中国电信：已全面启动2022年度夏季校园招聘工作，计划招聘2500余人
4、京东工业互联网平台：已深入50个产业带、超200个园区
5、金山办公高管重申：计划2023年底关闭WPS广告业务，并称pc版已经极少广告
6、申通地铁：旗下两企业与菲律宾马卡蒂市地铁公司签订合作备忘录
7、云图数字发布单&零火自适应技术，加速智能家居行业升级
8、启明星辰与数字认证达成战略合作，共同护航网络信息安全
9、数字化办公需求爆发式增长，利亚德智慧会议解决方案实现全场景覆盖
10、全国碳市场一周年成绩单出炉：累计成交量1.94亿吨、成交额84.92亿元，已成为全球规模最大的碳现货市场
政务快讯
1、市场监管总局：持续加强雪糕产品质量安全监管，严厉查处违法违规行为
2、国家统计局：上半年全国居民人均消费支出11756元，人均可支配收入18463元
3、海关总署：今年上半年我国农产品出口3031亿元，同比增长21.7%
4、两部门：到2025年新建公共机构建筑、新建厂房屋顶光伏覆盖率力争达到50%
5、六部门联合打击虚开骗税：全国已查实5244户企业存在骗取或违规取得留抵退税问题
6、北京市5G基站累计达5.4万个，每万人拥有5G基站25个
7、上海：在新能源、节能环保、高端装备等重点领域加快集聚一批战略性新兴产业集群
8、杭州网约车新规征求意见：出厂新车才能申请，有强制报废规定
9、安徽开展知识产权质押助力重点行业纾困“知惠行”专项活动
10、辽宁沈阳推进实施“首席标准官制度”，助力企业实现高质量发展
科技通信
1、
2、中国电信天翼云图助力合肥万象城，落地安徽首次线下大型真人AR实景城市解谜游戏
3、内蒙古联通试点开通NR双载波动态功率共享，打造5G 200M品牌新价值
4、移远通信5G模组赋能鲁邦通5G网关，助力大数据分析技术造福线下零售企业
5、SEMI：2022年全球半导体设备总销售额有望创纪录达1175亿美元
文娱影游
1、2022年暑期档总票房（含预售）突破35亿元，《人生大事》领跑
2、电影《侏罗纪世界3》总票房突破10亿元，成为中国影史第97部破10亿电影
3、中青宝回应“游戏版号”争议：网传内容不实，合法合规发展各项业务线
4、Sensor Tower：2022上半年全球手游收入412亿美元，《王者荣耀》《绝地求生手游》《原神》包揽畅销榜前三
5、任天堂宣布计划收购日本CG制作公司Dynamo Pictures，将更名为“任天堂影业”
金融财经
1、易安财险：尚未完成赔付、退保尚未退费等保险合同，需向管理人申报债权
2、“金融+IP”跨界联名，北京银行推出“蔬菜精灵联名信用卡”
3、赣州银行成功落地江西省首笔应收账款资产池融资业务
4、交通银行“交政通”服务落地苏州，支持长三角453项政务事项通办
5、证通股份有限公司将全面启动品牌升级计划，品牌中文名升级为“证达通”
住房地产
1、中电光谷与美的集团旗下美的楼宇科技签订战略合作协议
2、万洋集团摘得福州马尾区329亩地块，拟建科技众创城
3、西王置业：成立山东建轩物业管理公司，拟开展物业管理业务
4、深圳龙华人才安居接手佳兆业“工改工”项目，规划建面逾33万平米
5、上海天空之城万科广场预计于9月开业，总建筑面积80万平方米
零售电商
1、促消费助实体，百城万店联合支付宝平台启动“夏日消费节”
2、Manner咖啡入股茶饮品牌阿嬷手作，试水茶饮新赛道
3、来伊份拟参设私募基金，投资布局消费品与食品行业相关领域
4、温氏股份：新加工基地投产，温氏预制菜年总产量可达万吨以上
5、美妆集合店HARMAY話梅华南首店将于7月22日登陆深圳卓悦中心
汽车出行
1、上汽MG海外第100万辆整车下线，开启全球市场新征程
2、北京、上海、海口三店新开，极星空间加速扩张
3、全国首个电动汽车产业极速充电生态联盟成立，巨湾技研等为理事单位
4、VinFast宣布暂停销售燃油车，将成越南首个和唯一一个纯电动车制造商
5、通用汽车将与巴菲特旗下公司合作建设全美充电网，覆盖东西海岸
教育培训
1、教育部：国家智慧教育平台上线体育、美育、劳动教育资源
2、中公教育：降本提质效益显现，二季度业绩亏损环比收窄
3、中国电子信创人才培养基地暨中国系统数字经济产业学院在重庆城市管理职业学院揭牌
4、上海新增154所幼儿园开设托班，到今年底开设托班幼儿园将不低于50%
5、云南建课后服务财政经费保障机制，省属公办中小学每生每年补助200元
医疗健康
1、联邦制药拟与牧原股份成立合资公司，持续提升兽药领域综合竞争力
2、金达威携手暨南大学衰老与再生医学研究院，以科技创新探索“健康衰老”新秘境
3、苑东生物：拟5亿元设立全资子公司，作为公司投资平台专注大健康产业
4、IDC：2021年中国医疗保障信息系统解决方案市场规模为28.7亿元，同比增长41.2%
5、阿斯利康将以12.7亿美元收购生物技术平台TeneoTwo，以加强其血液病癌症产品线
旅游民宿
1、文旅部：黄河壶口瀑布等12家旅游景区确定为国家5A级景区
2、携程：暑期旅游产品预订总量环比上涨超9倍，热门目的地城市成都居首位
3、DFS集团获得重庆江北国际机场国内有税零售特许经营权
4、北京市文旅局要求禁止旅行社收取“年龄附加费”等违规行为
5、首都体育馆7月16日起正式对外开放，将持续实施“冰雪惠民计划”
区块链
1、上海地铁和磁悬浮支持数字人民币支付
2、天津轨道交通行业数字人民币正式启动应用
3、携手苏州文博会，非物质文化遗产苏州核雕首次发行数字藏品
4、家居行业首个元宇宙超级展厅亮相广州建博会，金牌厨柜用虚实共生解锁元宇宙营销的无限可能
5、韩国科技部和韩国互联网振兴院成立元宇宙和NFT安全委员会
国际视角
1、推特诉马斯克案将在7月19日举行首次听证会
2、三星推出业界首款24Gbps GDDR6内存，为新一代GPU做好准备
3、英特尔宣布9月27日举办“创新”活动，或公布13代酷睿系列CPU桌面版本
4、SK海力士拟削减2023年资本支出至近122亿美元，重新考虑扩张计划
5、互联网健身平台Peloton宣布停止生产自行车和跑步机：将外包硬件，专注于内容
融资收购
1、全社交平台内容营销服务商「墨北传媒」完成2500万元A轮融资，由鲸投智创领投，众多知名投资者共同参与
2、连锁精酿酒馆「酒星计划」完成数百万元种子轮融资，由天使投资人个人出资
3、稳定同位素药物研发企业「鼎邦生物」完成数千万元天使轮融资，由阳和投资独家投资
4、脊柱微创外科手术医疗器械研发商「华科润」完成1亿元Pre-C轮融资，由杭州湾创投及宁波捷瑞共同参投
5、新能源汽车动力系统及零部件研发商「易鼎丰」获得战略融资，由汇通达投资
Today’s highlights
To promote consumption to help entities, hundreds of thousands of stores in conjunction with Alipay platform to launch the “Summer consumption Festival”
JD.com Industrial Internet platform: it has gone deep into 50 industrial belts and more than 200 parks
Li Didi was fined 4.27 million yuan for 12 violations, and two then general managers were fined simultaneously.
Jinshan office executives reiterated that they plan to close down WPS advertising business by the end of 2023.
SAIC MG’s 1 millionth overseas vehicle is off the line, opening a new journey in the global market.
Look at the 2022 Guoman press conference: launch the strongest summer film list in history, launch the overseas version of APP
The global revenue from mobile games reached 41.2 billion US dollars in the first half of 2022, and “Arena of Valor” can attract the most money.
One-year report card of the national carbon market: the cumulative turnover is 194 million tons, with a turnover of 8.492 billion yuan.
Important domestic news
1. Look at the 2022 Guoman press conference: launch the strongest summer film list in history, launch the overseas version of APP
2. Didi pay was fined 4.27 million yuan by the management department of the central bank for 12 violations, and two then general managers were punished simultaneously.
3. China Telecom: campus recruitment in the summer of 2022 has been fully launched, and more than 2500 people are planned to be recruited.
4. JD.com Industrial Internet platform: it has gone deep into 50 industrial belts and more than 200 parks.
5. Jinshan office executives reiterated that they planned to close down WPS advertising business by the end of 2023, saying that there were very few advertisements in the pc version.
6. Shentong Metro: two of its enterprises signed a memorandum of cooperation with the Metro Company of Makati City of the Philippines.
7. Cloud Picture Digital release sheet & zero-fire adaptive technology to accelerate the upgrading of smart home industry
8. Qiming Star and digital authentication have reached strategic cooperation to jointly protect network information security.
9. The demand for digital office is growing explosively, and Liad’s intelligent conference solution achieves full scene coverage.
10. The annual report card of the national carbon market has been released: the cumulative turnover is 194 million tons and the turnover is 8.492 billion yuan, making it the largest spot carbon market in the world.
Government affairs bulletin
1. General Administration of Market Supervision: continuously strengthen the quality and safety supervision of ice cream products and strictly investigate and deal with violations of laws and regulations.
2. National Bureau of Statistics: in the first half of the year, the per capita consumption expenditure of residents was 11756 yuan, and the per capita disposable income was 18463 yuan.
3. General Administration of Customs: China’s agricultural exports in the first half of this year totaled 303.1 billion yuan, an increase of 21.7% over the same period last year.
4. Two departments: by 2025, the photovoltaic coverage of the roof of new public institutions and factories will strive to reach 50%.
5. six departments jointly crack down on false tax fraud: 5244 enterprises across the country have been found to have the problem of obtaining tax refunds by fraud or obtaining tax rebates in violation of regulations.
6. Beijing has a total of 54000 5G base stations, with 25 5G base stations per 10,000 people.
7. Shanghai: speed up the agglomeration of strategic emerging industrial clusters in key areas such as new energy, energy conservation and environmental protection, and high-end equipment.
8. Hangzhou ride-hailing new regulations solicit opinions: only new cars can be applied after leaving the factory, and there are compulsory scrapping regulations.
9. Anhui carries out special activities of “Zhihuixing” to help key industries with intellectual property rights pledge.
10. Shenyang, Liaoning Province promotes the implementation of the “Chief Standard Officer system” to help enterprises achieve high-quality development.
Science and technology communication
1 、
2. China Telecom Tianyi cloud map helps Hefei Vientiane City, landing in Anhui for the first time offline large-scale real-life AR city puzzle solving game
3. Inner Mongolia Unicom pilot launched NR dual-carrier dynamic power sharing to create new value of 5G 200m brand.
4. The remote communication 5G module enables Lupang 5G gateway to help big data’s analysis technology benefit offline retail enterprises.
5. SEMI: total global sales of semiconductor equipment are expected to reach a record US $117.5 billion in 2022
Entertainment and film tour
1. In 2022, the total box office (including pre-sale) exceeded 3.5 billion yuan, and “Life events” took the lead.
2. The total box office of “Jurassic World 3” exceeded 1 billion yuan, becoming the 97th film in Chinese film history that exceeded 1 billion yuan.
3. Zhongqingbao responded to the dispute of “game version number”: the content of the online spread is not true, and it is legal and compliant to develop various business lines.
4. Sensor Tower:2022 earned US $41.2 billion in mobile games worldwide in the first half of the year. “Arena of Valor”, “PUBG Mobile Games” and “Yuan Shen” swept the top three bestsellers.
5. Nintendo announced plans to acquire Japanese CG production company Dynamo Pictures, which will be renamed Nintendo Pictures.
Finance and finance
1. Yi’an property Insurance: insurance contracts such as uncompleted compensation, surrender and non-refund shall be declared to the manager.
2. “Finance + IP” cross-border joint name, Bank of Beijing launched “vegetable elf joint credit card”
3. Ganzhou Bank successfully landed the first accounts receivable asset pool financing business in Jiangxi Province.
4. The service of the Bank of Communications is located in Suzhou to support the handling of 453 government affairs in the Yangtze River Delta.
5. Zhengtong Co., Ltd. will comprehensively launch the brand upgrade plan, and upgrade the Chinese name of the brand to “Zhengdatong”.
Housing real estate
1. CLP Optical Valley signed a strategic cooperation agreement with Building Science and Technology of Midea.
2. Wanyang Group has won 329 mu of land in Mawei District, Fuzhou, and plans to build a scientific and technological city.
3. Xiwang Real Estate: Shandong Jianxuan property Management Company was established to carry out property management business.
4. Longhua talents living in Shenzhen will take over Kaisa’s “industrial transformation” project, with a planned construction area of more than 330000 square meters.
5. Vanke Plaza in Shanghai Sky City is expected to open in September, with a total floor area of 800000 square meters.
Retail e-commerce
1, promote consumption to help entities, hundreds of thousands of stores in conjunction with Alipay platform to launch the “Summer consumption Festival”
2. Manner Coffee takes a stake in the tea brand Grandma’s handmade, testing the new tea race track.
3. Laifen plans to participate in private equity funds to invest in consumer goods and food industry-related fields.
4. Wen’s shares: the new processing base has been put into production, and the total annual output of Wen’s prefabricated vegetables can reach more than 10,000 tons.
5. HARMAY, the first store in South China, will arrive at Zhuoyue Center in Shenzhen on July 22nd.
汽车出行
1. SAIC MG’s 1 millionth overseas vehicle goes offline, opening a new journey in the global market.
2. Three stores have been opened in Beijing, Shanghai and Haikou, and the expansion of Polar Space has been accelerated.
3. The country’s first ecological alliance for extreme charging in the electric vehicle industry has been established, with Juwan Technical Research as the governing unit.
4. VinFast announced a moratorium on the sale of fuel vehicles, which will become the first and only pure electric car manufacturer in Vietnam.
GM will work with Buffett’s companies to build a nationwide rechargeable grid that covers the east and west coasts.
教育培训
1. Ministry of Education: national Wisdom Education platform on-line sports, aesthetic education, labor education resources
2. Secondary and public education: the benefits of reducing costs and improving quality are obvious, and the performance loss in the second quarter narrowed month-on-month.
3. China Electronic Information Innovation Talent training Base and China Institute of system Digital economy Industry was unveiled in Chongqing Vocational College of Urban Management.
4. 154 new kindergartens in Shanghai will open kindergarten classes, which will be no less than 50% by the end of this year.
5. The guarantee mechanism of financial funds for post-school service in Yunnan Province, which is subsidized by 200 yuan per student per student in the provincial public primary and secondary schools.
医疗健康
1. Federal Pharmaceutical plans to set up a joint venture with Muyuan to continuously enhance the comprehensive competitiveness in the field of veterinary drugs.
2. Jin Dawei joined hands with the Institute of Aging and Regenerative Medicine of Jinan University to explore the new secret of “healthy aging” with scientific and technological innovation & nbsp.
3. Yuan Dong Biology: it is proposed to set up a wholly-owned subsidiary of 500 million yuan to focus on the large health industry as the company’s investment platform.
4. IDC: the market size of medical security information system solutions in China will be 2.87 billion yuan in 2021, an increase of 41.2% over the same period last year.
5. AstraZeneca will acquire biotechnology platform TeneoTwo for $1.27 billion to strengthen its hematological cancer product line.
旅游民宿
1. Ministry of Culture and Tourism: 12 tourist attractions, including Hukou Waterfall of the Yellow River, have been identified as national 5A-level scenic spots.
2. Ctrip: the total number of summer tourism product bookings has increased by more than 9 times month-on-month, with the popular destination city Chengdu ranking first.
3. DFS Group has won the domestic tax retail franchise of Chongqing Jiangbei International Airport.
4. Beijing Culture and Tourism Bureau requires that travel agencies should be prohibited from collecting “age surcharge” and other violations.
5. The Capital Gymnasium will be officially opened to the public from July 16, and the “Ice and Snow benefit Project” will continue to be implemented.
Block chain
1. Shanghai Metro and Maglev support digital RMB payment
2. The application of digital RMB in Tianjin rail transit industry is officially launched.
3. Join hands with Suzhou Yangtze River Delta International Cultural Industry Expo to issue digital collections for the first time in Suzhou nuclear sculptures, an intangible cultural heritage.
4. The first meta-universe super exhibition hall in the household industry was unveiled at Guangzhou Construction Expo. Gold kitchen cabinets unlock the infinite possibility of meta-universe marketing with symbiosis of virtual and real.
5. The Ministry of Science and Technology of Korea and the Korea Internet Revitalization Institute set up a meta-universe and NFT security committee.
国际视角
1. The first hearing in the case of Twitter v. Musk will be held on July 19.
2. Samsung launches the industry’s first 24Gbps GDDR6 memory to prepare for a new generation of GPU
3. Intel announced that it will hold an “innovation” event on September 27th, or announce the desktop version of the 13th generation core CPU.
4. SK Hynix plans to cut capital expenditure to nearly $12.2 billion in 2023 and reconsider its expansion plan
5. Internet fitness platform Peloton announced that it will stop producing bicycles and treadmills: it will outsource hardware and focus on content
融资收购
1. Mobei Media, a content marketing service provider on all social platforms, completed a round of financing of 25 million yuan, led by Whale Investment Intelligence, with the participation of many well-known investors.
2. The “Wine Star Project” of the craft pub chain has completed millions of yuan in seed round financing, funded by individual angel investors.
3. Dingbang Biology, a stable isotope drug research and development enterprise, has completed tens of millions of yuan of angel round financing, which is invested exclusively by Yanghe Investment.
4. Huakorun, a research and development company of medical instruments for minimally invasive spinal surgery, completed 100 million yuan Pre-C round financing, with Hangzhou Bay Venture Capital and Ningbo Jerry jointly participating.
5. Yidingfeng, a developer of power systems and parts of new energy vehicles, has obtained strategic financing and invested by Huitong.
