今日看点
✦ 阿里巴巴寻求于联交所主要上市，完成后将于纽交所及港交所双重主要上市
✦ 华为轮值董事长胡厚崑：未来三年将培养超300万名新型计算人才
✦ 老牌美妆品牌美宝莲将关闭全国线下门店，线下仅保留屈臣氏内专柜
✦ 五菱正式推出核酸采样车，首批即将发运上海使用
✦ 云南白药与华为签署AI药物研发全面合作协议，共促新药研发降本增效
✦ 欧洲外首个：空中客车飞机全生命周期服务项目在成都双流开工建设
✦ 任天堂主机Switch全球总销量突破1.1亿台，或成有史以来销量最高游戏机
✦ 自2000年以来苹果申请并公布汽车相关专利248项，涉及自动驾驶、车联网技术等
国内要闻
1、阿里巴巴寻求于联交所主要上市，完成后将于纽交所及港交所双重主要上市
2、华为轮值董事长胡厚崑：未来三年将培养超300万名新型计算人才
3、菜鸟CEO万霖：送货上门是全行业难题，今年将推多种方式送货上门
4、京东物流与金隅商贸战略合作，携手构建家居行业供应链数智转型新典范
5、五菱正式推出核酸采样车，首批即将发运上海使用
6、BOSS直聘将上线“账号IP属地”功能，豆瓣陆续上线“个人主页等位置展示帐号IP属地”功能
7、蓝色光标正式成为经济学人集团中国区合作伙伴，共同推动营销出海数字化进程
8、三一重工：三一电动搅拌车首款国际专用车型通过欧盟整车型式认证（WVTA）并上牌
9、欧洲外首个：空中客车飞机全生命周期服务项目在成都双流开工建设，总投资不低于60亿元
10、港交所：上市制度改革以来26家中概股公司回港，市值占香港整体市场14%
政务快讯
1、工信部就490项行业标准和29项推荐性国家标准计划项目征求意见，涉及5G等领域
2、民政部等多部门联合印发《关于健全完善村级综合服务功能的意见》
3、文旅部、商务部：开展新一批国家对外文化贸易基地申报
4、农业农村部：加快推进种业科技自立自强、种源自主可控
5、海关总署：2022上半年我国集成电路进口总额逾1.35万亿元，超过原油成第一大进口商品
6、水利部与国开行行业四部、农发行基础设施部开展重大水利工程融资需求对接
7、国家医保局、财政部印发通知：推进跨省异地就医医保直接结算
8、公安部：依法开展网络安全监管，切实保障关键信息基础设施、重要网络和数据安全
9、国家发改委下达污染治理和节能减碳专项（节能减碳方向）2022年第二批中央预算内投资24亿元
10、中国质量万里行专家委员会在京成立，中国工程院院士王自力当选主任委员
科技通信
1、国产GPU新品官宣：芯动科技“风华2号”定档8月3日发布
2、西安龙腾8英寸功率半导体项目预计10月投产，年产360万片硅外延片
3、民德电子：拟向芯微泰克增资1亿元，布局功率器件超薄芯片背道加工业务
4、弘信电子：拟打造电子信息产业集群以及未来科技产业城，拟合计投资102亿元
5、此芯科技加入Linaro Windows on Arm工作组，推动Arm全球生态建设
文娱影游
1、腾讯电竞发布年度规划：将从赛事、产业基础建设、城市商业场景等维度建设电竞产业
2、中文在线：今年开启海外业务2.0战略，全球范围多点布局
3、“暗黑破坏神”首款正版手游《暗黑破坏神：不朽》全平台上线，暴雪与网易联合开发
4、漫威电影宇宙第五阶段规划公布，《复仇者联盟5》北美定档2025年5月2日
5、任天堂主机Switch全球总销量突破1.1亿台，或成有史以来销量最高游戏机
金融财经
1、银行间交易商协会：拟开展熊猫债注册发行机制优化试点
2、中国人寿集团2022年上半年合并总资产突破6万亿元，合并管理第三方资产近2.2万亿元
3、平安人寿推出“优+人才招募计划”，深化代理人渠道转型提质
4、兴业银行青岛分行落地系统内首单“农批e贷”，助力乡村振兴
5、宁波银行：受让华融消金公司6.7%股份获批，目前持有其76.7%股份
住房地产
1、中国建筑与新海逸集团签订协议，获新加坡德明路住宅项目20%股权
2、太古地产“居舍系列”酒店落地日本东京涩谷，为中国海外首店
3、开元商管签约运营衢州常山北门历史文化街区项目，打造复合型“宋文化”街区
4、杭州华润置地城北万象综合体项目主体结构封顶，商业体量16万方
5、释放消费需求、加速疫后经济复苏，大悦城控股商业全新IP“大悦消费季”全国正式启动
零售电商
1、第二届消博会“华夏风物馆”正式开馆，值得买科技力推精品国货
2、深化趋势性商品开发战略，永辉积极开发水产、肉禽类“预制菜”
3、老牌美妆品牌美宝莲将关闭全国线下门店，线下仅保留屈臣氏内专柜
4、山姆会员商店福州二店拟于明年上半年开业，面积约2.8万平方米
5、lululemon发布第二款女士运动鞋，中国市场将成其全球第二大市场
汽车出行
1、商汤科技与广汽集团达成战略合作，加速智能汽车研发与量产落地
2、东风公司与中国电子签约，在汽车芯片等领域开展战略合作
3、四维图新旗下满电出行与能链智电合作，共建新能源智慧出行新生态
4、宁德时代：与博世汽车售后首家双品牌授权新能源汽车维修站正式开业
5、法拉第未来推迟至今年Q3或Q4生产和交付FF 91电动汽车
教育培训
1、教育部：五年间直属高校共建成各级各类科研平台200余个，服务乡村振兴条件能力大幅提升
2、人社部：今年将招募3.4万高校毕业生参加“三支一扶”项目
3、《合肥市体育类校外培训机构管理实施细则》正式出台
4、云南：建成覆盖2.6万所学校的基础教育数据库
5、学围棋“有谱”，全国学校（幼儿园）围棋统编教学用书在京首发
医疗健康
1、“沪惠保”首年累计赔付金额超7.5亿元，2022年版参保人数已超610万
2、云南白药与华为签署AI药物研发全面合作协议，共促新药研发降本增效
3、国信医药落户苏州生物医药产业园，深度聚焦细胞基因治疗及核酸药物CRO全周期服务
4、罗氏诊断-鼎晶生物卓越创新中心揭幕，进一步构建肿瘤个性化诊疗生态圈
5、首都医科大学宣武医院胸外科与百洋智能科技发布联合肺癌临床智能辅助决策系统
旅游民宿
1、张家口与中国铁路12306科创中心合作签约，携手推进京张体育文化旅游带建设
2、配备讲解人员、规划科学线路，北京拟推出地方标准《文化旅游体验基地评定规范》
3、杭州将在飞猪旅行、高德地图、大麦及橙柿互动四大平台发放1000万元文旅消费券
4、四川《县域智慧城市建设指南》地方标准将于8月1日起正式实施
5、张掖七彩丹霞创建世界级旅游景区，为全国首个启动创建世界级旅游景区的国家5A级旅游景区
区块链
1、以数字经济、元宇宙等引领新消费，2022上海信息消费节正式启动
2、神州信息受邀加入数字人民币产业联盟，推动数字人民币新基建创新发展
3、中国联通携手中国国家话剧院联合推出《铁流东进》话剧主题数字文化藏品
4、三七互娱牵手广州南沙科学技术局共设产业基金，推动“元宇宙+”成果落地转化
5、薄盒Mints联合“悲伤蛙Pepe”IP推出全网首款可进行商业授权的头像类数字藏品
国际视角
1、自2000年以来苹果申请并公布汽车相关专利248项，涉及自动驾驶、车联网技术等
2、三星电子：将首次把3纳米GAA工艺用于高性能计算机群（HPC）
3、Shopify计划大幅裁员近1000人，占其全球员工总数10%
4、日本将向铠侠和西部数据提供近6.8亿美元资金，以促进存储芯片生产
5、法国卫星公司Eutelsat和英国OneWeb达成34亿美元合并交易，将与SpaceX竞争
融资收购
1、意式咖啡连锁品牌「比星咖啡」完成数千万元天使轮融资，投资方为顺为资本
2、两轮车新消费和数字化新零售服务提供商「骑个车」获得首轮战略融资，投资方为龙韵股份
3、业务流程管理软件供应商「望繁信科技」完成过亿元A+轮融资，由波士顿投资、昆仑资本联合领投，高瓴创投、某互联网公司、凯泰资本超额跟投，山景资本担任独家财务顾问
4、视觉空间感知技术提供商「哆来目科技」完成数千万元Pre-A轮融资，投资方为松禾资本
5、新能源和智能电网芯片供应商「门海微电子」完成数千万元A轮融资，由中肃资本、元禾原点、中汇金、沃赋、铂鸿资本及知名产业基金共同投资，盈杉资本担任独家财务顾问
6、高性能通用CPU设计研发商「超摩科技」完成超亿元Pre-A轮融资，由达泰资本领投，云岫资本担任独家财务顾问
7、智能人机界面处理器芯片及解决方案提供商「锐盟半导体」完成数千万元PreA轮融资，由深圳市高新投创业投资有限公司及高新投旗下人才二号基金、小禾创业领投，老股东元鸱资本继续加码
8、高低频变压器产品研发制造商「菲力克斯」完成亿元A轮融资，投资方包括悦时投资、鲁信创投、苏民投等
9、X射线成像技术及服务提供商「锐威科技」完成数千万元天使轮融资，投资方为雅瑞资本智友科学家基金
10、肿瘤液体活检和基因大数据技术开发商「海普洛斯」完成数亿元D轮融资，由软银中国资本、同仁堂养老投资联合领投，信银资本等知名投资机构跟投，普华永道企业融资与并购部担任独家财务顾问
11、创新驱动型药物研发商「丹擎医药」完成数千万元天使轮融资，由幂方健康基金独家投资
12、微创外科人工智能解决方案提供商「与睿创新」完成数千万元首轮融资，由远毅资本独家投资
Today’s highlights
Alibaba seeks a major listing on the Stock Exchange and will be listed on both the New York Stock Exchange and the Hong Kong Stock Exchange upon completion.
Hu Houyi, chairman of Huawei: more than 3 million new computing talents will be trained in the next three years.
Maybelline, a veteran cosmetics brand, will close offline stores across the country, leaving only Watsons’ internal counters offline.
Li Wuling officially launched nucleic acid sampling cars, the first batch of which will be shipped to Shanghai for use.
Yunnan Baiyao and Huawei signed a comprehensive cooperation agreement on AI drug research and development to promote new drug research and development to reduce costs and increase efficiency.
The first Airbus aircraft Lifecycle Service Project outside Europe starts construction in Shuangliu, Chengdu.
The total global sales of Nintendo host Switch has exceeded 110 million units, which may be the highest ever for game consoles.
Since 2000, Apple has applied for and published 248 car-related patents, involving self-driving, vehicle networking technology, etc.
Important domestic news
1. Alibaba seeks a major listing on the Stock Exchange and will be listed on both the New York Stock Exchange and the Hong Kong Stock Exchange upon completion.
2. Hu Houyi, chairman of Huawei: more than 3 million new computing talents will be trained in the next three years.
3. Rookie CEO Wan Lin: door-to-door delivery is a difficult problem for the whole industry. Door-to-door delivery will be promoted in many ways this year.
4. JD.com Logistics cooperates with Jinyu Business Strategy to build a new model of digital intelligence transformation of supply chain in household industry.
5. Wuling officially launched nucleic acid sampling cars, the first batch of which will be shipped to Shanghai for use.
6. BOSS direct hire will launch the “account IP territory” function, and Douban will launch the “personal home page and other locations to show the account IP territory” function.
7. Blue cursor has officially become the China partner of the Economist Group, jointly promoting the digitization process of marketing out to sea.
8. Sany heavy Industry: the first international special model of Sany electric mixer has passed the European Union vehicle Type Certification (WVTA) and is licensed.
9. The first outside Europe: the Airbus aircraft Lifecycle Service project started construction in Shuangliu, Chengdu, with a total investment of not less than 6 billion yuan.
10. HKEx: 26 US-listed companies have returned to Hong Kong since the reform of the listing system, accounting for 14% of the overall market capitalization of Hong Kong.
Government affairs bulletin
1. The Ministry of Industry and Information Technology solicited opinions on 490 industry standards and 29 recommended national standards projects, covering 5G and other fields.
2. The Ministry of Civil Affairs and other departments jointly issued the “opinions on perfecting and perfecting the Comprehensive Service function at the Village level”
3. Ministry of Culture, Tourism and Ministry of Commerce: to carry out the declaration of a new batch of national foreign cultural and trade bases
4. Ministry of Agriculture and Village: speed up the promotion of scientific and technological self-reliance and self-control of the seed industry.
5. General Administration of Customs: in the first half of 2022, China’s imports of integrated circuits exceeded 1.35 trillion yuan, surpassing crude oil to become the largest imported commodity.
6. the Ministry of Water Resources, the fourth Department of the Industry of China Development Bank and the Infrastructure Department of the Agricultural Development Bank carry out the docking of financing needs for major water conservancy projects.
7. National Healthcare Security Administration and the Ministry of Finance issued a circular to promote the direct settlement of medical insurance in different provinces.
8. Ministry of Public Security: carry out network security supervision in accordance with the law to ensure the security of key information infrastructure, important networks and data
9. The National Development and Reform Commission has issued a special project for pollution control and energy conservation and carbon reduction (direction of energy conservation and carbon reduction). The second batch of central budget for 2022 will invest 2.4 billion yuan.
10. The expert Committee of China quality Wanlixing was established in Beijing, and Wang Zili, academician of the Chinese Academy of Engineering, was elected chairman.
Science and technology communication
1. Guanxuan, a new product of domestic GPU: core Technology “Fenghua No. 2” is scheduled to be released on August 3rd.
2. Xi’an Longteng 8-inch power semiconductor project is expected to be put into production in October, with an annual output of 3.6 million silicon epitaxial wafers.
3. Minde Electronics: it is proposed to increase the capital of Core Micro-Tek by 100 million yuan and lay out the back-channel processing business of ultra-thin chips for power devices.
4. Hongxin Electronics: plans to build an electronic information industry cluster and a future science and technology industry city, with a total investment of 10.2 billion yuan.
5. This core technology joins the Linaro Windows on Arm working group to promote the global ecological construction of Arm.
Entertainment and film tour
1. Tencent Esports released the annual plan: e-sports industry will be built from the dimensions of events, industrial infrastructure, urban commercial scene and so on.
2. Chinese online: launch overseas business 2.0 strategy this year, with global multi-point layout.
3. Diablo’s first genuine mobile game, Diablo: immortal, is online on the whole platform, jointly developed by Blizzard and NetEase.
4. The fifth phase of the Marvel Movie Universe is announced, and the Avengers 5 is scheduled for North America on May 2, 2025.
5. The total global sales of Nintendo host Switch has exceeded 110 million units, which may become the highest sales of game consoles in history.
Finance and finance
1. Association of Inter-Bank Dealers: it is proposed to carry out pilot projects to optimize the registration and issuance mechanism of panda bonds.
2. China Life Group’s total combined assets exceeded 6 trillion yuan in the first half of 2022, and the third-party assets under merger management were nearly 2.2 trillion yuan.
3. Ping an Life Insurance has launched the “excellent + Talent recruitment Program” to deepen the transformation and quality of agent channels.
4. The first “agricultural approved e-loan” in the landing system of Industrial Bank Qingdao Branch to help revitalize the countryside.
5. Ningbo Bank: 6.7% of the shares of Huarong Xiaojin Company have been approved and currently hold 76.7% of its shares.
Housing real estate
1. China Construction and New Haiyi Group signed an agreement to acquire a 20% stake in Singapore’s Deming Road residential project.
2. Swire Real Estate “House Series” Hotel landed in Shibuya, Tokyo, Japan, which is the first overseas store in China.
3. Kaiyuan Business Administration has signed a contract to operate the project of Changshan Beimen Historical and Cultural District in Quzhou to create a compound “Song Culture” block.
4. Hangzhou China Resources Real Estate North Vientiane complex project main structure capped, commercial volume 160000 square meters.
5. Release consumer demand and accelerate economic recovery after the epidemic. The new IP “Dayue consumption season” of Dayue City Holdings Business has been officially launched nationwide.
Retail e-commerce
1. The second Consumer Expo “Huaxia style Museum” is officially opened, which is worth buying science and technology to promote high-quality domestic products.
2. Deepen the strategy of trend commodity development, and Yonghui actively develop “prefabricated vegetables” of aquatic products, meat and poultry.
3. Maybelline, a veteran cosmetics brand, will close offline stores across the country, leaving only Watsons’ internal counters offline.
4. Sam’s Club Store Fuzhou No.2 Store is scheduled to open in the first half of next year, covering an area of about 28000 square meters.
5. Lululemon launches the second women’s sports shoes, and the Chinese market will become the second largest market in the world.
Car travel
1. Shangtang Science and Technology reached a strategic cooperation with GAC GROUP to speed up the R & D and mass production of smart cars.
2. Dongfeng signed a contract with China Electronics to carry out strategic cooperation in automotive chips and other fields.
3. Siwei Tuxin’s full Power Travel and Energy chain Intelligence cooperate to build a new ecology of new energy smart travel.
4. Ningde era: the first dual-brand authorized new energy vehicle maintenance station after sale with Bosch officially opened.
5. Faraday will postpone the production and delivery of FF 91 electric vehicles to Q3 or Q4 this year.
Education and training
1. The Ministry of Education: over the past five years, more than 200 scientific research platforms at all levels have been built in directly affiliated colleges and universities, and the ability to serve the conditions for rural revitalization has been greatly improved.
2. Ministry of Human Resources and Social Affairs: this year, 34000 college graduates will be recruited to participate in the “three supports and one support” program.
3. The detailed rules for the Management and implementation of Hefei Sports out-of-School training institutions was formally promulgated.
4. Yunnan: build a basic education database covering 26000 schools.
5. There is a “spectrum” in learning go, and the teaching books compiled by schools (kindergartens) across the country are first released in Beijing.
Medical treatment and health
1. The cumulative compensation amount of “Shanghai Huibao” in the first year exceeds 750 million yuan, and the number of participants in the 2022 edition has exceeded 6.1 million.
2. Yunnan Baiyao and Huawei signed a comprehensive cooperation agreement on AI drug research and development to promote new drug research and development to reduce costs and increase efficiency.
3. Guoxin Medicine settled in Suzhou Biopharmaceutical Industry Park, focusing deeply on cell gene therapy and nucleic acid drug CRO full-cycle service.
4. Roche Diagnostics-Dingjing Biological Center of Excellence and Innovation was unveiled to further build a personalized tumor diagnosis and treatment ecosystem.
5. The Department of Thoracic surgery and Baiyang Intelligent Science and Technology released in Xuanwu Hospital of Capital Medical University combined with clinical intelligent decision-making system for lung cancer.
Tourist accommodation
1. Zhangjiakou signed a contract with China China Train 12306 Science and Technology Innovation Center to jointly promote the construction of Beijing-Zhang sports and cultural tourism belt.
2. Equipped with interpreters and planning scientific routes, Beijing plans to launch the local standard “Evaluation Standard of Cultural Tourism experience Base”.
3. Hangzhou will distribute 10 million yuan cultural travel coupons on Flying Pig Travel, Amap, Barley and Orange Persimmon interactive platforms.
4. The local standard of Sichuan “guidelines for the Construction of County Smart cities” will be formally implemented from August 1.
5. Zhangye colorful Danxia has created a world-class tourist scenic spot, which is the first national 5A tourist scenic spot in the country to start to create a world-class tourist scenic spot.
Block chain
1. Leading new consumption with digital economy and meta-universe, the 2022 Shanghai Information consumption Festival was officially launched.
2. Shenzhou Information has been invited to join the Digital RMB Industry Alliance to promote the innovative development of new digital RMB infrastructure.
3. China Unicom, together with the China National Theater, jointly launched the digital culture collection with the theme of “Tieliu Dongjin”.
4. Panax notoginseng mutual entertainment hand in hand with Guangzhou Nansha Bureau of Science and Technology jointly set up an industrial fund to promote the transformation of the achievements of “meta-universe +”.
5. Thin box Mints and “sad frog Pepe” IP launch the network’s first commercially licensed avatar digital collection.
International perspective
1. Since 2000, Apple has applied for and published 248 car-related patents, involving self-driving, vehicle networking technology, etc.
2. Samsung Electronics: for the first time, 3nm GAA process will be used in high performance computer cluster (HPC).
3. Shopify plans to cut nearly 1000 jobs, accounting for 10% of its global workforce.
4. Japan will provide nearly 680 million US dollars to Shexia and Western Digital to promote the production of memory chips.
5. French satellite company Eutelsat and British OneWeb have reached a $3.4 billion merger, which will compete with SpaceX.
Financing acquisition
1. The Italian coffee chain “Bixing Coffee” has completed tens of millions of yuan of angel round financing, and the investor is Shun as capital.
2. New consumption of bicycles and digital new retail service provider “Qichi” obtained the first round of strategic financing, with Longyun shares as the investor.
3. Business process management software provider Wang Fanxin Technology has completed more than 100 million yuan of A + round financing, which is jointly led by Boston Investment, Kunlun Capital, Hillhouse Venture Capital, an Internet company and Kaitai Capital. Shanjing Capital acts as the exclusive financial adviser.
4. Duolaimu Technology, a provider of visual spatial perception technology, has completed tens of millions of yuan Pre-A round financing, with Songhe Capital as the investor.
5. Menhai Microelectronics, a supplier of new energy and smart grid chips, has completed a round of financing of tens of millions of yuan, which is jointly invested by Zhonghua Capital, Yuanhe Origin, Zhonghuijin, Wolf, Platinum Hong Capital and well-known industrial funds. Yingshan Capital serves as the exclusive financial adviser.
6. Chaomo Technology, a high-performance general CPU design and developer, has completed over 100 million yuan of Pre-A round financing, led by Datai Capital, and Yunyi Capital serves as the exclusive financial adviser.
7. Intelligent man-machine interface processor chip and solution provider “Ruimeng Semiconductor” has completed tens of millions of yuan PreA round financing, led by Shenzhen High-tech Venture Capital Co., Ltd., Hi-tech Investment’s Talent No. 2 Fund and Xiaohe Venture Capital, and the old shareholder Yuanyuan Capital continues to increase.
8. Felix, a R & D manufacturer of high and low frequency transformers, has completed a round of financing of 100 million yuan, including Yueshi Investment, Luxin Venture Capital, Su Min Investment, etc.
9. Reewe Technology, a provider of X-ray imaging technology and services, has completed tens of millions of yuan of angel round financing, invested by the Yarai Capital Zhiyou scientists Fund.
10. Tumor liquid biopsy and gene big data technology developer “Haipros” completed hundreds of millions of yuan of D-round financing, led by Softbank Corp. China Capital and Tongrentang pension investment, followed by Citic Capital and other well-known investment institutions. PricewaterhouseCoopers Corporate Finance and M & A serves as the exclusive financial adviser.
11. Innovation-driven drug developer Dan Rock Pharmaceuticals has completed tens of millions of yuan of angel round financing, which is invested exclusively by the Power Health Fund.
12. Minimally invasive surgery artificial intelligence solution provider “and Rui Innovation” completed the first round of financing of tens of millions of yuan, which was invested exclusively by Yuanyi Capital.
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