今日看点
✦ 阿里巴巴：全球年度活跃消费者13.1亿，超10亿来自中国市场
✦ 华为正式发布HarmonyOS 3，搭载鸿蒙设备数突破3亿
✦ 美团外卖推出30天“新店成长计划”，为新商户提供数字化运营建议
✦ 名创优品回应蓝鲸资本沽空报告：毫无依据，已成立独立委员会进行调查
✦ 高德地图宣布支持城市内车道级导航，率先在北京市开展内测
✦ 蘑菇车联与四川天府新区签订30亿元自动驾驶项目合作，共建智能网联产业高地
✦ 携程发布“LESS碳中和计划”，将提供超一万个低碳旅行产品
✦ AITO首款纯电车型问界M5 EV将于9月正式发布，搭载HarmonyOS智能座舱
国内要闻
1、华为正式发布HarmonyOS 3，搭载HarmonyOS 2的华为设备数突破3亿台
2、阿里巴巴发布2022财年年报：全球年度活跃消费者13.1亿，超10亿来自中国市场
3、蚂蚁集团披露2022消保半年报：增设董事会风险管理与消费者权益保障委员会
4、金山云向港交所提交IPO上市申请书，启动港股双重主要上市申报流程
5、京东集团：京东物流已完成收购德邦控股超50%股权
6、名创优品回应Blue Orca Capital沽空报告：毫无依据，已成立独立委员会进行调查
7、高德地图宣布支持城市内车道级导航，率先在北京市开展内测
8、首个全国一体化算力服务平台建成，中科曙光加速织就全国“算力网络”
9、以合规交易释放数据“红利”，合合信息旗下启信宝签约福建大数据交易所首批数商
10、飞利信中标北京CBD地标建筑中信大厦总行“中国尊”局部会议系统项目，中标金额近1100万元
政务快讯
1、上海：至2022年底，对符合条件的个体工商户暂停或免征增值税、个人所得税减半征收
2、北京：力争2025年全市充电桩总规模达70万个，换电站规模达310座
3、深圳商务局落实“促销费30条”实施细则，单家企业奖励最高1000万元
4、海南启动2022年新能源汽车补贴申报工作，个人最高可申领2000元充电费用补贴
5、河南5G网络实现乡镇以上和农村热点区域全覆盖，规模位居全国第一方阵
6、助力全民健身，湖南将试点发放1700万元全民健身优惠券
7、山西印发“十四五”奶业发展规划，将重点建设20个奶业区县
8、常州：动力电池产能占全国的三分之一，居全国首位
9、宁波舟山港今年集装箱吞吐量已超2000万箱，较上年提早22天
10、横琴粤澳深度合作区促进集成电路产业发展若干措施发布，推动集成电路产业跃升发展
科技通信
1、中国信通院发布面向中小企业数字化转型的“微中台”方案
2、思特威推出两款图像传感器新品，首批自研工艺平台芯片量产落地
3、利扬芯片：目前3nm先进制程工艺的芯片测试方案已调试成功
4、海晨股份：拟2.5亿元投建吴江电子元器件及3C产品数智仓储基地项目
5、Counterpoint：2022年Q2中国智能手机销量创下新低，vivo、荣耀、OPPO、苹果、小米排名前五
文娱影游
1、芒果TV宣布再次上调会员价格，调整后连续包月22元/月
2、腾讯游戏整治暑期游戏网络环境，严重违规账号将永久封停
3、快手开展未成年人暑期网络环境专项治理，处置违规视频716条、违规账号37个
4、中国儒意：第二款游戏《传奇天下》上线，采用虚幻4打造
5、中国联通将携手中国国家话剧院，推出话剧《铁流东进》直播专场
金融财经
1、央行：截至6月末全国共有小额贷款公司6150家，贷款余额9258亿元
2、国家开发银行发行120亿元绿色金融债，专项支持清洁能源装备制造行业
3、广发银行股权变更获批，财政部将持有广发银行5.2178%股份
4、长城证券：拟出资10亿元设立全资子公司长城证券资产管理有限公司
5、2022年二季度公募代销保有规模百强出炉：蚂蚁1.3万亿非货保有居首
住房地产
1、碧桂园拟配售约8.7亿股股份，预计募资28.28亿港元
2、绿城管理上半年收入12.59亿，代建合约总建筑面积9430万平方米
3、中海物业中标国家游泳中心（水立方/冰立方）全委物业服务项目
4、侨银股份预中标佛山祖庙居环卫绿化一体化项目，金额约1.66亿元
5、合景泰富集团：拟13亿港元向龙湖出售所持香港启德项目公司50%股权
零售电商
1、美团外卖推出30天“新店成长计划”，为新商户提供数字化运营建议
2、淘宝发布2022年淘宝88会员节招商规则，参与卖家可获店铺页官方布置
3、“京东小时购”业务开启招商，助力零售合作伙伴获得全渠道增量
4、洪九果品通过港交所上市聆讯，冲刺“水果第一股”
5、欧莱雅旗下奢侈美容品牌凯芮黛Carita进军中国市场，亚洲首店将落子南京德基
汽车出行
1、华为余承东：AITO首款纯电车型问界M5 EV将于9月正式发布，搭载HarmonyOS智能座舱
2、蘑菇车联与四川天府新区签订30亿元自动驾驶项目合作，共建智能网联产业高地
3、四维图新与中汽创智签署战略合作框架协议，将在智能座舱操作系统、座舱SOC芯片等领域深度合作
4、中国汽研：拟23.82亿元投建中国汽研华东总部基地项目
5、海马汽车：深耕氢能领域，第四代氢燃料电池汽车正在研发中
教育培训
1、新东方俞敏洪：2022财年公司重组核心业务及营运，已迈入全新阶段
2、作业帮喵喵机发布单词卡2代，新增高频考点词库和发音功能
3、豆神教育：涉7.68亿元金融借款合同纠纷，公司被起诉
4、北京市教委：数字教育资源上线至少须经三级审核，不得出现惰化学生思维能力等内容
5、浙江出台小学生综合评价改革指导意见，各地不得组织任何形式的统考统测
医疗健康
1、华医网二次递表港交所，为中国最大的医疗卫生人员线上平台
2、复星医药与国药控股签署战略协议，加速推进阿兹夫定片全国渠道网络覆盖
3、百洋医药与巨子生物深化合作，合力深耕功效护肤赛道
4、心医健康与善行医疗达成战略合作，加速智能医疗物联网多场景应用
5、华大基因与沙特Faisaliah集团子公司成立合资公司，助力沙特第三方医学检验市场发展
旅游民宿
1、
2、飞猪启动“益起寻美”计划上线乡村旅游公益店铺、实战化培训近千名农旅人才
3、同程旅行：暑期“夜游”持续升温，云南景区夜游订单量周环比增长300%
4、新疆铁路开通“喀什号”旅游专列，乌鲁木齐到喀什“夕发朝至”
5、北京：开发夜游大运河、夜游亮马河等特色旅游项目，全市打造5到10条夜游精品路线
区块链
1、上海“张江数链”等三大产业创新园被授牌，发力元宇宙等新赛道
2、重庆市经信委和渝中区签约，协同推动区块链等产业发展
3、奇瑞汽车发布欧萌达OMODA 5数字潮玩，开启元宇宙营销创新
4、天下秀联合创维推出HASHII加密数字版画，系全球首款数字藏品展示硬件
5、Oasis将与基因测序公司Genetica合作，构建Web3精准医学基因测序平台
国际视角
1、三星电子计划大幅增加半导体部门招聘人数，以扩大全球竞争力
2、推特将于9月13日召开股东大会，就马斯克收购要约进行投票表决
3、SK集团将对美追加投资220亿美元，其中150亿美元将用于半导体领域
4、美光科技宣布已开始批量生产全球首款232层NAND芯片
5、巴西建设首个绿氢工厂，预计2023年年底投产
融资收购
1、金融监管科技服务平台「妥妥递」完成数千万元A轮融资，投资方为金证股份
2、非结构化数据管理解决方案服务商「连用科技」完成数千万元A轮融资，由达晨财智独家领投
3、隐形内衣品牌「Goobras」完成近千万元种子轮与天使轮融资，由知名消费天使投资人以及未卡母公司上海幸尚佰和品牌管理集团（V Group）共同投资，榕时资本担任长期独家财务顾问
4、集成电路测试技术及服务提供商「朗迅科技」获得数亿元C轮融资，由毅达资本领投
5、人工智能技术研发商「图谱智能」完成数千万元B轮融资，由兴泰资本参与投资
6、FPGA芯片研发商「智多晶」完成新一轮融资，由中兵顺景、厦门火炬集团创业投资有限公司联合投资
7、工业物联网平台「寄云科技」获得C+轮融资，由北京集成电路装备产业投资并购基金领投，多家知名产业机构跟投
8、区块链及隐私计算技术提供商「零数科技」完成B1轮融资，投资方为上海浦东投资控股（集团）有限公司
9、元宇宙剧本杀平台「HALO剧本杀」获得种子轮融资，由源码资本种子业务源码一粟投资
10、便携式一次性内窥镜产品研发商「优威医疗」完成A轮融资，由恒旭资本领投，亚虹医药参与投资
Today’s highlights
Alibaba: 1.31 billion of the world’s annual active consumers, more than 1 billion from the Chinese market
Huawei officially released HarmonyOS 3, carrying more than 300 million Hongmeng equipment.
Meituan Takeout launched a 30-day “new store growth plan” to provide digital operation advice for new merchants.
Li Mingchuang’s response to BlueKing’s short selling report: there is no basis and an independent committee has been set up to investigate.
Amap announced his support for lane-level navigation in the city and took the lead in carrying out internal testing in Beijing.
The mushroom car federation signed a 3 billion yuan autopilot project cooperation with Sichuan Tianfu New area to build an intelligent network joint industrial highland.
Ctrip has launched the LESS carbon Neutralization Program, which will provide more than 10, 000 low-carbon travel products.
The M5 EV, the first pure electric model of AITO, will be officially launched in September, equipped with HarmonyOS intelligent cockpit.
Important domestic news
1. Huawei officially released HarmonyOS 3, and the number of Huawei devices equipped with HarmonyOS 2 exceeded 300 million.
2. Alibaba released his annual report for fiscal year 2022: 1.31 billion of the world’s annual active consumers, more than 1 billion from the Chinese market.
3. Ant Group Disclosure 2022 Consumer Insurance semi-annual report: establishment of Board of Directors risk Management and Consumer Rights and interests Protection Committee
4. Jinshan Cloud submitted an application for IPO listing to the Hong Kong Stock Exchange and started the application process for the dual major listing of Hong Kong stocks.
5. JD.com Group: JD.com Logistics has completed the acquisition of more than 50% of Debang Holdings.
6. Mingchuang’s response to the Blue Orca Capital short selling report: there is no basis and an independent committee has been set up to investigate.
Amap announced that he supported lane-level navigation in the city and took the lead in carrying out internal testing in Beijing.
8. The first national integrated computing service platform was completed, and dawning of China Science and Technology accelerated the weaving of the national “computing network”.
9. Release the data “dividend” by compliance trading, and Qixinbao, a subsidiary of Hehe Information, signed the first batch of digital merchants in Fujian big data Exchange.
10. Feilixin won the bid Beijing CBD landmark Citic Building head Office “China Zun” local conference system project, the winning bid amount is nearly 11 million yuan.
Government affairs bulletin
1. Shanghai: by the end of 2022, eligible individual industrial and commercial households will be suspended or exempted from value-added tax and personal income tax will be halved.
2. Beijing: strive to have 700000 charging piles and 310 power stations in 2025.
3. Shenzhen Commerce Bureau implements the detailed rules for the implementation of “30 articles on Promotion fees”. The maximum reward for a single enterprise is 10 million yuan.
4. Hainan starts the application of subsidies for new energy vehicles in 2022, and individuals can apply for a subsidy of up to 2000 yuan for charging fees.
5. Henan 5G network has achieved full coverage of hot spots above villages and towns and rural areas, ranking first in the country in scale.
6. To promote national fitness, Hunan will pilot issue 17 million yuan of national fitness coupons
7. Shanxi issued the 14th five-year Plan for the Development of Dairy Industry, which will focus on the construction of 20 dairy districts and counties.
8. Changzhou: power battery production capacity accounts for 1/3 of the country, ranking first in the country.
9. The container throughput of Ningbo Zhoushan Port has exceeded 20 million containers this year, 22 days earlier than last year.
10. Hengqin Guangdong-Macao Deep Cooperation Zone has issued a number of measures to promote the development of the integrated circuit industry to promote the rapid development of the integrated circuit industry.
Science and technology communication
1. China Institute of Information and Communication has released a “micro-platform” scheme for the digital transformation of small and medium-sized enterprises.
2. Stevie launched two new image sensors, and the first batch of self-developed process platform chips were mass-produced.
3. Liyang chip: at present, the chip test scheme of 3nm advanced process technology has been debugged successfully.
4. Haichen Co., Ltd.: plan to invest 250 million yuan to build Wujiang electronic components and 3C products digital intelligence storage base project
5. Counterpoint: sales of Q2 smartphones in China hit a new low in 2022, with vivo, Glory, OPPO, Apple and Xiaomi in the top five
Entertainment and film tour
1. Mango TV announced another increase in the price of its members, with a continuous monthly package of 22 yuan / month.
2. Tencent Games rectifies the summer game network environment, and the account with serious violations will be closed permanently.
3. Kuaishou carried out special management of minors’ summer network environment, dealing with 716 illegal videos and 37 illegal accounts.
4. Chinese Confucian meaning: the second game, “Legend of the World”, is online and built with Unreal 4.
5. China Unicom will join hands with the China National Theater to launch a live show of the play “Iron flow East”.
Finance and finance
1. Central Bank: as of the end of June, there were 6150 microfinance companies nationwide, with a loan balance of 925.8 billion yuan.
2. The China Development Bank issued 12 billion yuan of green financial bonds to support the clean energy equipment manufacturing industry.
3. The equity change of Guangfa Bank is approved, and the Ministry of Finance will hold 5.2178% of the shares of Guangfa Bank.
4. Great Wall Securities: it is proposed to invest 1 billion yuan to set up a wholly owned subsidiary Great Wall Securities Asset Management Co., Ltd.
5. In the second quarter of 2022, the top 100 public offering consignment retention scale was released: ant 1.3 trillion non-goods guarantee ranked first.
Housing real estate
1. Country Garden intends to place about 870 million shares, which is expected to raise HK $2.828 billion.
2. The income of Greentown management in the first half of the year is 1.259 billion, and the total construction area of the contract is 94.3 million square meters.
3. China Shipping property won the bid National Swimming Center (Water Cube / Ice Cube) full committee property service project.
4. Qiaoyin Co., Ltd. has won the bid for the integrated sanitation and greening project of Foshan ancestral Temple, with an amount of about 166 million yuan.
5. Hop King Pacific Group: it plans to sell its 50% stake in Hong Kong Kai Tak Project Company to Longhu for HK $1.3 billion.
Retail e-commerce
1. Meituan Takeout launched a 30-day “new store growth plan” to provide digital operation advice for new merchants.
2. Taobao released the rules of attracting investment on Taobao 88 membership Festival in 2022. Participating sellers can get the official layout of the shop page.
3. The “JD.com hourly purchase” business starts to attract investment to help retail partners get omni-channel increments.
4. Hongjiu Fruit sprint “the first Fruit share” through the listing hearing on the Hong Kong Stock Exchange.
5. Carita, a luxury beauty brand owned by L’Or é al, has entered the Chinese market, and the first store in Asia will be based in Nanjing Deji.
Car travel
1. Huawei Yu Chengdong: AITO’s first pure electric model, the M5 EV, will be officially launched in September, equipped with HarmonyOS intelligent cockpit.
2. Mushroom car Federation and Sichuan Tianfu New area signed 3 billion yuan self-driving project cooperation to build intelligent network industry highland.
3. Siwei Tuxin signed a strategic cooperation framework agreement with AVIC Chuangzhi, which will cooperate deeply in the fields of intelligent cockpit operating system, cockpit SOC chip and so on.
4. China Auto Research: it is proposed to invest 2.382 billion yuan in the project of China Automobile Research East China headquarters Base.
5. Seahorse cars: deep ploughing in the field of hydrogen energy, the fourth generation hydrogen fuel cell vehicles are under development.
Education and training
1. New Oriental Yu Minhong: in fiscal year 2022, the company reorganized its core business and operations, and has entered a new stage.
2. Homework helps the Meow Machine issue word cards for the second generation, adding high-frequency test points thesaurus and pronunciation functions.
3. Doushen education: involving 768 million yuan of financial loan contract dispute, the company was sued
4. Beijing Municipal Education Commission: the launch of digital education resources must go through at least three levels of examination, and there shall be no contents such as inerting students’ thinking ability.
5. Zhejiang has issued guidance on the reform of comprehensive evaluation of primary school students, and all localities shall not organize any form of unified examination.
Medical treatment and health
1. China Medical Network has twice submitted to the Hong Kong Stock Exchange, which is the largest online platform for medical and health personnel in China.
2. Fosun Pharmaceutical and Sinopharm signed a strategic agreement to accelerate the national channel network coverage of Azvudine tablets.
3. Baiyang Medicine and Juzi deepen cooperation and work together to cultivate the efficacy of skin care track.
4. Mental health and benevolent medicine reach strategic cooperation to accelerate the multi-scene application of the Internet of things in intelligent medicine.
5. BGI set up a joint venture with a subsidiary of Saudi Faisaliah Group to promote the development of the Saudi third-party medical laboratory market.
Tourist accommodation
1 、
2. Flying Pig launched the “benefit and Beauty search” program to launch rural tourism public welfare shops and train nearly 1000 agricultural tourism talents in actual combat.
3. Same trip: summer “night tours” continue to heat up, and orders for night tours in Yunnan scenic spots increased by 300% month-on-week.
4. Xinjiang Railway has opened a special tourist train “Kashi”, and the evening arrival from Urumqi to Kashgar
5. Beijing: develop special tourism projects such as night tours to the Grand Canal and Liangma River, and create 5 to 10 boutique night tours throughout the city.
Block chain
1. Shanghai “Zhangjiang Digital chain” and other three major industrial innovation parks have been awarded licenses to launch new tracks such as Yuanyuan Universe.
2. Chongqing Economic and Informatization Commission signed a contract with Yuzhong District to promote the development of blockchain and other industries.
3. Chery Automobile released Oumengda OMODA 5 digital wave to start meta-cosmic marketing innovation.
4. Tianxiu and Skyworth jointly launched HASHII encrypted digital printmaking, which is the first digital collection display hardware in the world.
5. Oasis will cooperate with gene sequencing company Genetica to build a Web3 precision medical gene sequencing platform.
International perspective
1. Samsung Electronics plans to significantly increase recruitment in its semiconductor division in order to expand its global competitiveness.
2. Twitter will hold a shareholders’ meeting on September 13 to vote on Musk’s acquisition offer.
3. SK Group will invest an additional US $22 billion in the United States, of which US $15 billion will be spent on semiconductors.
4. Micron announced that it has begun mass production of the world’s first 232-layer NAND chip.
The first green hydrogen plant will be built in Brazil, which is expected to be put into production by the end of 2023.
Financing acquisition
1. Financial regulatory science and technology service platform “proper delivery” has completed tens of millions of yuan A round financing, and the investor is Golden Securities shares.
2. Unstructured data management solution service provider “Lianxian Technology” has completed tens of millions of yuan A round financing, led exclusively by Dachen Caizhi.
3. Invisible lingerie brand “Goobras” has completed nearly 10 million yuan seed round and angel round financing, which is jointly invested by well-known consumer angel investors and non-card parent company Shanghai Xingshangbai and Brand Management Group (V Group). Rongshi Capital acts as a long-term exclusive financial adviser.
4. Integrated circuit test technology and service provider “Lang Xun Technology” has obtained hundreds of millions of yuan in round C financing, led by Yida Capital.
5. Artificial intelligence technology developer “Tupu Intelligence” completed tens of millions of yuan B round financing, with Xingtai Capital participating in the investment.
6. FPGA chip developer “Zhi Polycrystal” completed a new round of financing, jointly invested by Zhongbing Shunjing and Xiamen Torch Group Venture Capital Co., Ltd.
7. Industrial Internet of things platform “Jianyun Technology” has obtained C + round financing, which is led by the Beijing Integrated Circuit equipment Industry Investment M & A Fund, followed by a number of well-known industrial institutions.
8. Blockchain and privacy computing technology provider Zero Technology has completed the B1 round of financing, and the investor is Shanghai Pudong Investment Holdings (Group) Co., Ltd.
9. Meta-universe script killing platform “HALO script killing” obtains seed wheel financing, which is invested by source capital seed business.
10. Youwei Medical, a developer of portable disposable endoscope products, completed round A financing, led by Hengxu Capital, and Yahong Pharmaceutical participated in the investment.
