今日看点
✦ 京东物流收购德邦股份将正式进入交割阶段，股东大会高票赞成
✦ 抖音：因业务发展的调整，将于7月29日下线“圈子”功能
✦ 优酷回应投屏收费争议：VIP会员权益不包含投屏
✦ 荣耀CEO赵明：未来几年内没有造车计划，但会坚持与车企合作
✦ 哪吒汽车宣布完成超30亿元D3轮融资，D轮累计融资近百亿元
✦ 理想汽车发布反诈声明：未向社会公众发行任何数字货币、数字藏品（NFT）
✦ 摩托罗拉官宣：骁龙8+双旗舰8月2日发布，首发2亿像素
✦ 印度首富高塔姆.阿达尼超越比尔.盖茨，成为全球第四大富豪
国内要闻
1、理想汽车发布反诈声明：未向社会公众发行任何数字货币、数字藏品（NFT），也未授权任何第三方发行任何数字货币、数字藏品（NFT）
2、荣耀CEO赵明：未来几年内没有造车计划，但会坚持与车企合作
3、京东物流收购德邦股份将正式进入交割阶段，股东大会高票赞成
4、腾讯西部云计算数据中心二期项目顺利通电，可容纳20万台服务器
5、百度自动驾驶出行服务平台“萝卜快跑”正式落地成都高新区，面向市民提供免费自动驾驶出行服务
6、阿里研究院宣布启动2022年“淘宝村”辅助认证工作，发现更多有特色的“淘宝村”
7、美的集团：申请统一注册多品种债务融资工具，发行总额为不超过200亿元
8、射频芯片龙头企业国博电子成功登陆科创板：上市首日大涨35.43%，总市值383.97亿元
9、科德数控定增结果出炉，国家制造业转型升级基金获配约1.5亿元
10、海南省网信办依法对“同城单身”“蜜月”2款APP实施罚款共计40万元
政务快讯
1、商务部：《关于促进绿色智能家电消费的若干措施》将于近期发布
2、交通运输部印发《网络预约出租汽车监管信息交互平台运行管理办法》
3、人社部：上半年全国新增城镇就业654万人，完成全年目标任务的59%
4、国家发改委印发《关中平原城市群建设“十四五”实施方案》
5、国资委：中央企业改革三年行动举措完成率超过95%，主体任务基本完成
6、上海启动为期2个月的“清朗·2022年暑期未成年人网络环境整治”专项行动
7、江苏出台政策多举措提升船舶与海工装备产业竞争力
8、安徽省新材料等4个产业到2025年将成为“万亿级”产业
9、甘肃对238家重点保供企业建立“白名单”，实施闭环管理
10、吉林省出台政策支持奶牛产业发展，支持奶牛良种繁育体系建设
科技通信
1、摩托罗拉官宣：骁龙8+双旗舰8月2日发布，首发2亿像素
2、荣耀智慧屏X3系列正式发布：开关机无广告，首发价1699元起
3、苏州移动联合华为打造全国首个跨大区5G固移融合一跳入云项目
4、山西联通联合华为完成5G双载波实时功率共享创新试点
5、中国通信标准化协会成立终端快速充电技术与标准推进委员会
文娱影游
1、腾讯TMElive宣布“刘德华My Love World Tour演唱会重映”延期
2、优酷回应投屏收费争议：VIP会员权益不包含投屏
3、抖音：因业务发展的调整，将于7月29日下线“圈子”功能
4、2022年暑期档票房破40亿，《人生大事》持续领跑
5、拳头公布2022《英雄联盟》S12全球总决赛时间：9月29日开始，11月5日决战美国旧金山
金融财经
1、证监会等三部门：依法严肃查处欺诈发行、虚假信息披露、恶意“逃废债”等违法违规行为
2、国家开发银行上半年1815亿元贷款推进新型城镇化建设
3、中信证券：中国人民银行批准中信金控的金融控股公司设立许可
4、国信证券助力国家电投成功发行全国首单光伏类REITs，创类REITs利率新低
5、定向支持云陕5500高职学生，渣打中国启动“青年就业创业能力培养”公益项目
住房地产
1、中国恒大、恒大物业公告：恒大物业134亿元存款被划扣初步调查结果公布
2、奥园集团：上半年实现1.3万套房交付，郑州奥园悦城正推进工程建设
3、大名城为福建子公司增资3亿元，以推进福州名城港湾项目开发
4、浙商中拓拟发行可转债募资不超10.38亿，用于建设现代化综合运营大楼等
5、南京新居保障房一期ABS获上交所受理，拟发行金额17.48亿元
零售电商
1、天虹股份：放缓开店速度，今年计划开设3-4家大店
2、家乐福会员店南京首店预计11月开业，由传统卖场改造而来
3、家家悦北京第二家门店落户潘家园，经营面积2000多平
4、三江购物2022上半年实现营收20.89亿元，归母净利润同比增长80.61%
5、梅西百货重组业务，今年秋天将开设四家Market by Macy’s小型商店
汽车出行
1、哪吒汽车宣布完成超30亿元D3轮融资，称将加快完成股份制改制工作
2、北京汽车SUV魔方将于7月28日上市：国内首款搭载华为鸿蒙HarmonyOS的燃油车
3、极氪009官宣：定位中大型MPV，基于SEA浩瀚架构打造
4、比亚迪海豹将于7月29日上市，预售价21.28万元起
5、中汽协公布2022年上半年SUV品牌销量前十名，特斯拉Model Y遥遥领先
教育培训
1、影音学习全面进阶，荣耀平板8定义“学霸级平板”大屏体验
2、小度科技CEO景鲲公布三大愿景，发布小度教育赛道新品
3、教育部携手中科院联合推出“全国科学教育暑期学校”教师培训活动
4、《北京市教育督导问责实施细则》8月1日起实施，“双减”落实不到位将被问责
5、海南：2025年每个市县至少建成1至2所省一级学校
医疗健康
1、贝因美：目前完成15个系列45个配方的婴幼儿配方奶粉配方注册申报并获受理
2、金域医学联合国家心血管病中心，建立尿液18-OHF的中国人参考范围
3、明澈生物着手打造系列眼部监测及治疗微型医疗器械，攻破高壁垒核心制造技术
4、青莲百奥推出“全自动、全流程”蛋白组学研究智能平台，将10天耗时缩减至4h
5、远也科技发布全球首款肌肉外甲，轻便舒适、智能定制、精准助力获临床认可
旅游民宿
1、
2、去哪儿：暑期旅游升温，全国景区门票预订量环比增长近两倍
3、重庆邮轮中心：6月18日以来已有31艘三峡游轮有序复航
4、云南81个文旅项目集中签约，协议金额超3000亿
5、河北省第三批全域旅游示范区公布，共10家单位上榜
区块链
1、商务部等27部门联合发文促进文化贸易，促进区块链等新技术应用
2、杭州拱墅成功发放首批数字人民币补贴76.8万元
3、嘉善县召开国家区块链创新应用试点（嘉善县“区域协同万事通”重大应用场景）建设推进会
4、中青报将发行首款历史版面数字藏品，限量发售1000件
5、西藏首个数字藏品《松赞干布之马首圣银壶》成功上线发布
国际视角
1、SK海力士否认无限期推迟韩国工厂扩建：还没有作出决定
2、三星首批3纳米GAA芯片将于7月25日发货，移动SoC订单预计稍后到货
3、西门子推出Symphony Pro平台，大幅扩展混合信号IC验证能力
4、微软为Teams通讯工具推出新应用Viva Engage，用户可发布并分享视频消息
5、印度首富高塔姆.阿达尼净资产达1130亿美元，超越比尔.盖茨成为全球第四大富豪
融资收购
1、水下机器人研发商「龙诚智航」完成百万元级种子轮融资，由全球知名硬件创业加速器HAX投资
2、储能装备提供商「永泰数能」获得天使轮融资，由卓源资本投资
3、功率半导体覆铜陶瓷载板研发商「富乐华半导体」完成新一轮战略融资，由海望资本参投
4、新一代蛋白降解剂药物研发商「阿泰克」完成Pre-A轮融资，由红杉中国领投
5、神经系统创新药研发商「瑞健生物」完成天使轮融资，由紫金港资本独家投资
Today’s highlights
JD.com Logistics’s acquisition of Debang shares will officially enter the delivery stage, and the shareholders’ meeting has a high vote in favor of it.
“Douyin: due to the adjustment of business development, the” circle “function will be taken off on July 29th.
Youku responded to the dispute over screen fees: the rights and interests of VIP members do not include screen calls.
Zhao Ming, Honor CEO: there are no plans to build a car in the next few years, but he will persist in cooperating with car companies.
Nashi Automobile announced that it had completed more than 3 billion yuan in D3 round financing, and D-round raised nearly 10 billion yuan in total.
Ideal car issued a counter-fraud statement: no digital currency or digital collection (NFT) has been issued to the public.
Motorola official announcement: Snapdragon 8 + double flagship released on August 2, with an initial launch of 200 million pixels
Gautam, the richest man in India. Adani overtook Bill. Gates, the fourth richest man in the world.
Important domestic news
1. Ideal Motor issued a counter-fraud statement: it did not issue any digital currency or digital collection (NFT) to the public, nor authorized any third party to issue any digital currency or digital collection (NFT).
2. Glory CEO Zhao Ming: there are no plans to build a car in the next few years, but he will persist in cooperating with car companies.
3. JD.com Logistics’s acquisition of Debang shares will officially enter the delivery stage, and the shareholders’ meeting has a high vote in favor of it.
4. The second phase of the Tencent Western Cloud Computing data Center project has been successfully powered up, with a capacity of 200000 servers.
5. Baidu autopilot travel service platform “radish run” officially landed in Chengdu High-tech Zone, providing free autopilot travel service to the public.
6. Ali Research Institute announced the launch of the auxiliary certification work of “Taobao Village” in 2022, and found more characteristic “Taobao Village”.
7. Midea: apply for unified registration of various debt financing instruments, with a total issue of no more than 20 billion yuan
8. Gobo Electronics, a leading RF chip company, successfully landed on the Kechuang board: it rose 35.43% on the first day of listing, with a total market value of 38.397 billion yuan.
9. The fixed increase result of Cod CNC has been announced, and the national manufacturing transformation and upgrading fund has been allocated about 150 million yuan.
10. The Internet Information Office of Hainan Province imposed a total fine of 400000 yuan on the two APP of “single in the same city” and “honeymoon” according to law.
Government affairs bulletin
1. Ministry of Commerce: “some measures to promote the consumption of Green Smart Home Appliances” will be released in the near future.
2. The Ministry of Transport issued the measures for the Operation and Management of the Network booking Taxi Supervision Information Interactive platform.
3. Ministry of Human Resources and Social Affairs: 6.54 million urban jobs were created in the first half of the year, accounting for 59% of the target for the whole year.
4. The National Development and Reform Commission issued the implementation Plan for the Construction of Urban agglomeration in Guanzhong Plain during the 14th five-year Plan.
5. SASAC: the completion rate of the central enterprise reform three-year action measures exceeds 95%, and the main tasks are basically completed.
6. Shanghai launched a 2-month special campaign to improve the network environment of summer minors in Qinglang 2022.
7. Jiangsu has issued policies and measures to enhance the competitiveness of shipbuilding and marine equipment industry.
8. Anhui New Materials and other four industries will become “trillion-class” industries by 2025.
9. Gansu has established a “whitelist” of 238 key insurance and supply enterprises and implemented closed-loop management.
10. Jilin Province issued policies to support the development of dairy cow industry and the construction of improved breed breeding system of dairy cows.
Science and technology communication
1. Motorola official announcement: Snapdragon 8 + double flagship released on August 2, with an initial launch of 200 million pixels
2. The X3 series of Honor Wisdom screen is officially released: the switch has no advertisement, and the initial price starts at 1699 yuan.
3. Suzhou Mobile and Huawei create the country’s first cross-regional 5G solid-mobile integration-jump into the cloud project.
4. Shanxi Unicom and Huawei complete the innovative pilot project of 5G dual-carrier real-time power sharing.
5. China Communications Standardization Association established Terminal Fast charging Technology and Standard Promotion Committee
Entertainment and film tour
1. Tencent TMElive announced the postponement of the replay of Andy Lau’s My Love World Tour concert.
2. Youku responds to the dispute over screen fees: the rights and interests of VIP members do not include screen calls.
3. Douyin: due to the adjustment of business development, the “circle” function will be taken off on July 29th.
4. The summer ticket booking room in 2022 exceeded 4 billion, and “Life events” continued to take the lead.
Fists announced 2022 “League of Legends” S12 global finals time: September 29th, November 5th decisive battle in San Francisco, USA
Finance and finance
1. The Securities Regulatory Commission and other three departments: seriously investigate and deal with illegal and illegal acts such as fraudulent issuance, false information disclosure and malicious “debt evasion” in accordance with the law.
2. China Development Bank loaned 181.5 billion yuan in the first half of the year to promote the construction of new urbanization.
3. Citic Securities: the people’s Bank of China approves the license for the establishment of CITIC Financial holding Company.
4. Guoxin Securities helped the country to successfully issue the country’s first photovoltaic REITs, creating a new low interest rate for REITs.
5. Targeted support to Yunshan 5500 higher vocational students, and Standard Chartered China launched the public welfare project “Youth Employment and Entrepreneurship ability training”
Housing real estate
1. China Evergrande, Evergrande property announcement: Evergrande property deposit of 13.4 billion yuan deducted preliminary investigation results announced
2. Aoyuan Group: 13000 suites were delivered in the first half of the year, and Zhengzhou Aoyuan Yuecheng is promoting the construction of the project.
3. Daimingcheng increases 300 million yuan for Fujian subsidiary company to promote the development of Fuzhou famous city harbor project.
4. Zhejiang Merchants Zhongtuo plans to issue convertible bonds to raise no more than 1.038 billion, which will be used for the construction of modern comprehensive operation buildings, etc.
5. The first phase of the ABS of indemnificatory apartment, the new residence in Nanjing, was accepted by the Shanghai Stock Exchange, with a proposed issue amount of 1.748 billion yuan.
Retail e-commerce
1. Tianhong Co., Ltd.: slow down the pace of opening stores and plan to open 3-4 stores this year.
2. The Nanjing first store of Carrefour member store is expected to open in November, which will be transformed from the traditional store.
3. The second store in Beijing is located in Panjiayuan, with an operating area of more than 2000 square meters.
4. Sanjiang Shopping achieved 2.089 billion yuan in revenue in the first half of 2022, and its net profit increased by 80.61% compared with the same period last year.
Macy’s Department Store will reorganize its business and will open four small Market by Macy’s stores this autumn.
Car travel
1. Nashi Automobile announced the completion of the D3 round of financing of more than 3 billion yuan, saying that it would speed up the completion of the shareholding system reform.
2. Beijing Automobile SUV Rubik’s Cube will go on sale on July 28th: China’s first fuel vehicle equipped with Huawei Hongmeng HarmonyOS
3. Extreme Krypton 009Guanxuan: positioning medium and large MPV, based on SEA vast architecture
4. BYD Seal will go on sale on July 29th, with an advance price of 212800 yuan.
5. China Automobile Association announced the top 10 sales of SUV brand in the first half of 2022. Tesla Model Y is far ahead.
Education and training
1. Audio-visual learning is comprehensively advanced. Honor tablet 8 defines “learning bully tablet” large screen experience.
2. Xiaodu Technology CEO announced three major visions and released new products of Xiaodu Education Race.
3. The Ministry of Education and the Chinese Academy of Sciences jointly launched the “National Summer School for Science Education” teacher training activity.
4. The detailed rules for the implementation of Beijing Educational Supervision Accountability will come into effect on August 1. If the “double reduction” is not implemented, it will be held accountable.
5. Hainan: at least one or two provincial first-class schools will be built in each city and county in 2025.
Medical treatment and health
1. Beinmei: at present, 15 series of 45 formulations have been registered and accepted.
2. Jinyu Medicine combined with the National Center for Cardiovascular Diseases to establish the reference range of urine 18-OHF for Chinese.
3. Clear biology set out to build a series of micro medical devices for eye monitoring and treatment, and break through the core manufacturing technology of high barriers.
4. Qinglian Baiao launched a “fully automatic, full-flow” intelligent platform for proteomics research, reducing the time spent in 10 days to 4 hours.
5. Yuanye Technology has released the world’s first muscle nail, which is clinically recognized for its light comfort, intelligent customization and precision.
Tourist accommodation
1 、
2. Where to: summer tourism is heating up, and ticket bookings in scenic spots across the country have increased nearly twice as much as the previous month.
3. Chongqing Cruise Center: 31 three Gorges cruise ships have resumed sailing in an orderly manner since June 18.
4. 81 cultural and tourism projects in Yunnan were signed centrally, with an agreed amount of more than 300 billion.
5. Hebei Province announced the third batch of global tourism demonstration zones, with a total of 10 units on the list.
Block chain
1. 27 departments, including the Ministry of Commerce, jointly issued articles to promote cultural trade and promote the application of new technologies such as block chains.
2. Hangzhou Gongyi successfully distributed the first batch of digital RMB subsidies of 768000 yuan.
3. Jiashan County held the National Block chain Innovation and Application pilot (the major application scenario of “Regional Cooperative know-it-all” in Jiashan County).
4. China Youth Daily will release its first digital collection of historical pages, with a limited sale of 1000 pieces.
5. Tibet’s first digital collection, “Songzan Gambu Horse head Holy Silver Pot”, was successfully launched.
International perspective
1. SK Hynix denies indefinitely delaying plant expansion in South Korea: no decision has been made
2. Samsung’s first batch of 3nm GAA chips will be shipped on July 25th, and mobile SoC orders are expected to arrive later.
3. Siemens launched the Symphony Pro platform, which greatly expanded the verification capability of mixed-signal IC.
4. Microsoft has launched a new application Viva Engage for Teams communication tools, which allows users to publish and share video messages.
Gautam, the richest man in India. Adani has a net worth of $113 billion, surpassing Bill. Gates becomes the fourth richest person in the world.
Financing acquisition
1. Underwater vehicle developer “Longcheng Zhihang” completed million yuan seed wheel financing, funded by HAX, a world-renowned hardware startup accelerator.
2. Yongtai Digital Neng, an energy storage equipment provider, has obtained angel round financing, which is invested by Zhuoyuan Capital.
3. Power semiconductor copper clad ceramic plate developer “Fuluhua Semiconductor” has completed a new round of strategic financing, with the participation of Haiwang Capital.
4. Artek, a drug developer and developer of a new generation of protein degradants, has completed the Pre-A round financing, led by Sequoia Capital China.
5. Ruijian Biology, a developer of innovative drugs for the nervous system, completed the angel round financing, which was invested exclusively by Zijin Port Capital.
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