今日看点
✦ 快手宣布光合计划升级，全年将投入十亿现金、千亿流量助力创作者成长
✦ 抖音上线功放默认静音功能，避免公共场合外放打扰他人
✦ 阿里云宣布在葡萄牙波尔图启用首个欧洲区域服务中心
✦ 苏宁易购818家电家装购物节启动，联合百大头部品牌促“家消费”升级
✦ 覆盖269座城市，蔚来充电桩建设总数突破10000根
✦ 腾讯联合长三角之声推出首位AI数字人主播“长小姣”，已正式上岗
✦ 华大九天成功登陆创业板，国产EDA龙头上市首日大涨129.43%
✦ IDC：二季度中国智能手机市场出货量同比下滑14.7%，荣耀国内首度登顶
国内要闻
1、
2、抖音上线功放默认静音功能，避免公共场合外放打扰他人
3、阿里云宣布在葡萄牙波尔图启用首个欧洲区域服务中心
4、传音控股：将持续深耕非洲市场，同时拓展非洲以外新兴市场
5、泸州老窖：拟作为基石投资者投资8000万美元认购中国中免发行的H股股票
6、荣耀正式启动2023届校园招聘：超过60个招聘岗位方向，涉及9大类职位类别
7、小米应用商店新增App金标认证标签，与OPPO、vivo联合组建“金标联盟”
8、中国天楹与霍尼韦尔达成合作，将在江苏建商业化塑料回收工厂
9、海信医疗向定西捐赠价值262万元防疫物资，助力打造东西部协作基层医疗样板工程
10、国产EDA龙头华大九天正式登陆深交所创业板：上市首日大涨129.43%，总市值407.21亿元
政务快讯
1、住建部、国家发改委印发《“十四五”全国城市基础设施建设规划》
2、商务部：多措并举促进消费持续恢复，月底将在上海启动“2022国际消费季”
3、交通运输部：网约车公司已公布计价规则，主要平台抽成比例上限在18~30%
4、国家卫健委：进一步推动新冠病毒核酸检测结果全国互认，严禁以本地健康码未能查询等为由拒绝通行
5、市场监管总局：要大力推动全国统一大市场建设，强化市场制度规则统一、市场监管公平统一
6、杭州：自7月30日零时起，常态化核酸检测频次统一调至7天
7、四川成都已建成两个气膜方舱实验室，日检测核酸能力可达10万管
8、深圳发改委印发《深圳市促进生物医药产业集群高质量发展的若干措施》等三个政策措施
9、北京市税务局：即日起至8月8日对有奖发票系统进行停机升级，支付宝和微信发票摇奖功能暂停使用
10、河南印发《加快材料产业优势再造换道领跑行动计划（2022—2025年）》
科技通信
1、中国移动“算力网络试验示范网（CFITI）”启动，呼吁产业各方共建算力网络共同体
2、露笑科技：碳化硅衬底片已小批量供货，预计年底实现5000片/月供货能力
3、启英泰伦推出第三代智能语音芯片，覆盖高性能、低成本端侧语音和端云融合语音等应用
4、联发科：数字电视及成熟制程WiFi芯片将委由英特尔代工
5、IDC：二季度中国智能手机市场出货量同比下滑14.7%，荣耀国内首度登顶
文娱影游
1、2022年全国院线电影总票房（含预售）正式突破200亿元大关
2、快手：8月1日起调整传奇游戏直播权限，非主播池内主播不能直播传奇游戏
3、5G智慧剧场助力《铁流东进》云端上演，中国联通开拓数字化文化消费新场景
4、芒果超媒：湖南广播电视台拟将其所持的公司100%股权无偿划转给湖南广播影视集团有限公司
5、重温童年经典，《大富翁4》《典藏大富翁》正式在Steam游戏平台发售
金融财经
1、中国银保监会和人民银行发布《关于开展特定养老储蓄试点工作的通知》
2、上交所、深交所发布可转换公司债券交易细则及自律监管指引
3、北京加快推进数据要素市场化配置，全国首个数据资产登记中心揭牌
4、申万宏源证券任命刘健为新任董事长，原董事长储晓明到龄退休
5、太平通APP3.0版本正式发布，着力打造领先健康财富管家平台
住房地产
1、中国恒大：上半年合约销售金额122.6亿元，希望年内公布具体重组方案
2、中国金茂、中国宏泰联合公告：私有化先决条件仍未满足
3、华润置地：计划向经营困难的租户提供租金减免，预计减免总金额达22-25亿元
4、红土创新基金、中金基金旗下保障性租赁住房公募REITs获证监会发行批文
5、众安智慧生活提交港交所IPO上市申请，上半年净利润同比增9.5%至2080万元
零售电商
1、天猫重点招募新消费趋势商家，提供管家式经营指导+准KA店铺加权
2、苏宁易购818家电家装购物节启动，联合百大头部品牌促“家消费”升级
3、天虹首进湘西，10万方吉首天虹购物中心正式开业
4、乡村基再次递表港交所，截至5月31日直营餐厅扩展至1146家
5、苹果首次开卖iPhone 12 mini官翻机：只便宜不到500块
汽车出行
1、中国恒大：新能源汽车恒驰5目前已累计收到预售订单超3.7万台
2、覆盖269座城市，蔚来充电桩建设总数突破10000根
3、比亚迪海豹正式上市：售价20.98万-28.68万元，将于8月开启新车交付
4、摩登汽车第二款车型MD12成功下线，盐城经开区打造新能源汽车新高地
5、通用汽车与电池原材料供应商签署协议：2025年北美电动汽车产能有望达100万辆
教育培训
1、福建：9月1日起，中小学生手机（含电话手表）禁入课堂
2、河南：开启校外培训机构预收费资金线上监管
3、内蒙古出台15条举措推动职业教育高质量发展
4、安徽：截至2021年底全省共有各级各类老年学校5533所，在册学员140.5万人
5、青岛启动家校社协同育人质量提升行动计划，至2024年建成15个家庭教育名师工作室
医疗健康
1、国家卫健委：决定以中日友好医院为主体设置国家中西医结合医学中心
2、天坛生物：拟收购西安回天35%股权，布局陕西血液制品业务
3、怡亚通：拟底价1832.84万元挂牌转让全资子公司云南腾瑞医药60%股权
4、因美纳宣布推出更精准、全面的二级分析平台，助力实验室能力提升
5、药康生物独有小鼠模型驶向全球蓝海，与世界最大实验动物供应商再签战略分销协议
旅游民宿
1、北京（通州）大运河文化旅游景区年底前面向游客免费开放，将成为城市副中心首个5A级景区
2、促进旅游业高质量发展，《天津市旅游促进条例》9月1日起施行
3、河北新增11家国家4A级旅游景区和4家省级旅游度假区
4、广西近80%新增景区、度假区在农村，成功创建40个全国乡村旅游重点村
5、云南旅游业加速回暖：上半年共接待游客3.59亿人次，实现旅游总收入3951亿元
区块链
1、腾讯联合长三角之声推出首位AI数字人主播“长小姣”，已正式上岗
2、华扬联众携手鲸鱼数据，举办元宇宙营销内容技术发布会
3、大庆市公安局深化警务信息化创新，开启“区块链+保证金”管理新时代
4、网达软件：旗下时未科技积极推动元宇宙会议平台创新应用
5、梅赛德斯-奔驰与Polygon合作开发基于区块链的数据共享平台
国际视角
1、苹果第三财季营收830亿美元、净利润194.4亿美元，大中华区营收同比下降1%
2、英特尔第二财季营收153.21亿美元、净亏损4.54亿美元，同比转盈为亏
3、亚马逊第二季度营收1212.34亿美元、净亏损20.28亿美元，同比转盈为亏
4、高通2022财年第三财季营收109.3 亿美元，汽车芯片收入创纪录
5、LG电子第二季度营收19.46万亿韩元，汽车零部件解决方案部门实现季度盈利
融资收购
1、充电物联网和能源管理服务商「YKC云快充」获得Pre-C轮融资，由ABB电动交通投资
2、智能AR眼镜研发商「亮亮视野」获得战略融资，投资方为杭州东方嘉富资本
3、三维全域数据服务平台「飞渡科技」完成A+轮融资，由深圳市智城数智八号创业投资合伙企业（有限合伙）投资
4、mRNA药物研发商「阿法纳生物」完成新一轮融资，由中合安科生物医疗产业基金投资
5、创新型靶向抗肿瘤小分子药物研发商「晶锐医药」完成Pre-A轮融资，由菏泽创新风险投资有限公司投资
Today’s highlights
Kuaishou announced the upgrade of the photosynthetic plan, which will invest 1 billion cash and hundreds of billions of flow to help the creator grow.
Use the default mute function on Douyin to avoid disturbing others in public places.
Ali Yun Announces the opening of the first European Regional Service Center in Porto, Portugal
The SUNING Home Appliances Home Decoration Shopping Festival starts, jointly with the top 100 head brands to promote the upgrading of “home consumption”.
It covers 269 cities, and the total number of charging piles built in Lulai has exceeded 10000.
Tencent, in conjunction with Voice of the Yangtze River Delta, has officially launched the first AI digital anchorman, “long Xiaojiao”.
Huada successfully landed on the gem in nine days, and the domestic EDA leader rose 129.43% on the first day of listing.
Smartphone IDC: shipments in China’s smartphone market fell 14.7% in the second quarter compared with the same period last year, bringing Glory to the top for the first time
Important domestic news
1 、
2. Douyin online has the default mute function to avoid disturbing others in public places.
3. Aliyun announced the opening of the first European regional service center in Porto, Portugal.
4. Tencent Holdings: it will continue to cultivate the African market and expand emerging markets outside Africa at the same time.
5. Luzhou laojiao: as a cornerstone investor, it is proposed to invest US $80 million to subscribe for H shares that are exempt from issuance in China.
6. Glory officially launched the 2023 campus recruitment: more than 60 job directions, covering 9 major job categories
7. Mi Store added App Gold Standard Certification label to form a “Golden Standard Alliance” with OPPO and vivo.
8. China Tianyu has reached a cooperation with Honeywell to build a commercial plastic recycling plant in Jiangsu Province.
9. Hisense Medical donated 2.62 million yuan worth of epidemic prevention materials to Dingxi to help build a model project for cooperative primary health care between the East and the West.
10. Huada, the leader of domestic EDA, officially landed on the gem of Shenzhen Stock Exchange: it rose 129.43% on the first day of listing, with a total market capitalization of 40.721 billion yuan.
Government affairs bulletin
1. The Ministry of Housing and Construction and the National Development and Reform Commission issued the National Urban Infrastructure Construction Plan during the 14th five-year Plan.
2. Ministry of Commerce: various measures will be taken to promote the sustained recovery of consumption, and the “2022 International consumption season” will be launched in Shanghai at the end of this month.
3. Ministry of Transport: ride-hailing companies have announced pricing rules, and the upper limit of the percentage of major platforms is 18-30%.
4. The National Health Commission: further promote the national mutual recognition of novel coronavirus’s nucleic acid test results, and it is strictly forbidden to refuse access on the grounds that the local health code cannot be queried.
5. General Administration of Market Supervision: it is necessary to vigorously promote the construction of a unified national market, strengthen the unity of market system and rules, and the fair unity of market supervision.
6. Hangzhou: since 00:00 on July 30th, the frequency of normalized nucleic acid detection has been uniformly adjusted to 7 days
7. Two air film chamber laboratories have been built in Chengdu, Sichuan, with a daily detection capacity of 100000 tubes of nucleic acid.
8. Shenzhen Development and Reform Commission issued three policy measures such as “some measures to promote the High-quality Development of Biopharmaceutical Industry clusters in Shenzhen”.
9. Beijing Taxation Bureau: the award invoice system will be downtime and upgraded from now to August 8, and the functions of Alipay and Wechat invoice will be suspended.
10. Henan issued the Action Plan for speeding up the Reconstruction of material Industry advantages and changing lanes (2022-2025).
Science and technology communication
1. China Mobile’s “Computing Network Test and demonstration Network (CFITI)” was launched, calling on all parties in the industry to work together to build a computing network community.
2. Luxiao Technology: Silicon carbide substrates have been supplied in small batches and are expected to achieve a monthly supply capacity of 5000 pieces by the end of the year.
3. Qiying Tailun launched the third generation intelligent voice chip, covering high-performance, low-cost end-to-side voice and end-cloud fusion voice applications.
4. MediaTek: digital TV and mature process WiFi chips will be contracted by Intel.
5. IDC: shipments of China’s smartphone market fell 14.7% in the second quarter compared with the same period last year, bringing Glory to the top for the first time
Entertainment and film tour
1. In 2022, the total box office of cinemas across the country (including pre-sale) officially broke through the 20 billion yuan mark.
2. Kuaishou: adjust the live broadcast permission of legendary games from August 1. VJs in the non-anchor pool cannot broadcast legendary games.
3. 5G Wisdom Theater helps “Iron flow eastward” to be staged, and China Unicom opens up a new scene of digital cultural consumption.
4. Mango supermedia: Hunan Radio and TV Station plans to transfer its 100% stake in the company to Hunan Radio, Film and Television Group Co., Ltd.
Reviewing childhood classics, Monopoly 4 and Collection Monopoly are officially released on the Steam game platform.
Finance and finance
1. The China Banking and Insurance Regulatory Commission and the people’s Bank of China issued the Circular on carrying out the pilot work of specific Old-age savings.
2. Shanghai Stock Exchange and Shenzhen Stock Exchange issue trading rules and self-regulatory guidelines on convertible corporate bonds.
3. Beijing has accelerated the market allocation of data elements, and the country’s first data asset registration center has been unveiled.
4. Shenwan Hongyuan Securities appoints Liu Jian as the new chairman, and the former chairman, Chu Xiaoming, retires at his age.
5. Taipingtong APP3.0 version is officially released, focusing on building a leading health wealth butler platform
Housing real estate
1. Evergrande of China: the contract sales in the first half of the year are 12.26 billion yuan, and we hope to announce the specific restructuring plan within this year.
2. China Jinmao and China Hongtai Joint announcement: the prerequisites for privatization have not yet been met.
3. China Resources Land: plans to provide rent relief to tenants with operational difficulties, the total amount of which is estimated to be 22-2.5 billion yuan
4. The public offering of indemnificatory rental housing REITs of the Clay Innovation Fund and the CICC Fund has been approved by the CSRC.
5. Zhong an Wisdom Life submitted an application for listing on the Hong Kong Stock Exchange IPO. The net profit in the first half of the year increased by 9.5% to 20.8 million yuan compared with the same period last year.
Retail e-commerce
1. Tmall focuses on recruiting new consumer trend merchants, providing housekeeping guidance and quasi-KA store weighting.
2. SUNING Home Appliances Home Decoration Shopping Festival starts, jointly with the top 100 brands to promote the upgrading of “home consumption”
3. Tianhong entered Xiangxi for the first time, and 100000 Fangjishou Tianhong Shopping Center officially opened.
4. Village Foundation once again submitted to the Hong Kong Stock Exchange, as of May 31, the number of directly operated restaurants has expanded to 1146.
5. Apple launched the iPhone 12 mini for the first time: less than 500RMB
Car travel
1. China Evergrande: Hengchi 5, a new energy vehicle, has received more than 37000 pre-sale orders.
2. Covering 269 cities, the total number of charging piles in Yulai has exceeded 10000.
3. BYD Seal is officially listed: the price is 209800-286800 yuan, and the new car will be delivered in August.
4. MD12, the second model of modern cars, was successfully taken off the line, and Yancheng Economic Development Zone created a new highland for new energy vehicles.
5. General Motors signed an agreement with battery raw material suppliers: North American electric vehicle production capacity is expected to reach 1 million units by 2025
Education and training
1. Fujian: from September 1, primary and secondary school students’ mobile phones (including phone watches) are banned from the classroom.
2. Henan: start online supervision of pre-charged funds for off-campus training institutions.
3. Inner Mongolia has issued 15 measures to promote the high-quality development of vocational education.
4. Anhui: by the end of 2021, there were 5533 schools for the elderly of all levels and types in the province, with 1.405 million registered students.
5. Qingdao starts the family, school and agency to cooperate with the action plan to improve the quality of education, and 15 studios of famous family teachers will be built by 2024.
Medical treatment and health
1. National Health Commission: decided to set up the National Medical Center of Integrated traditional Chinese and Western Medicine with the China-Japan Friendship Hospital as the main body
2. Tiantan Biology: it is proposed to acquire 35% stake in Xi’an Huitian and lay out Shaanxi blood products business.
3. Yiyatong: it is proposed to transfer 60% equity of Yunnan Tengrui Pharmaceutical, a wholly-owned subsidiary, with a reserve price of 18.3284 million yuan.
4. Mina announced the launch of a more accurate and comprehensive secondary analysis platform to help improve the laboratory’s ability.
5. Yaokang biological unique mouse model sailed to the global blue ocean and re-signed a strategic distribution agreement with the world’s largest supplier of experimental animals.
Tourist accommodation
1. Beijing (Tongzhou) the Grand Canal Cultural Tourism Scenic spot will be open to tourists free of charge before the end of the year and will become the first 5A scenic spot in the city’s deputy center.
2. to promote the high-quality development of tourism, the Tianjin Tourism Promotion regulations will come into force on September 1.
3. Hebei has added 11 national 4A tourist attractions and 4 provincial tourist resorts.
4. Nearly 80% of the new scenic spots and resorts in Guangxi are in rural areas, and 40 key rural tourism villages have been successfully established.
5. Yunnan’s tourism industry has accelerated its recovery: it received a total of 359 million tourists in the first half of the year, with a total tourism revenue of 395.1 billion yuan.
Block chain
1. Tencent, in conjunction with Voice of the Yangtze River Delta, launched the first AI digital anchorman, “long Xiaojiao”, and has officially taken up the post.
2. Huayang joined hands with Whale data to hold a technical conference on metacosmos marketing content.
3. Daqing Public Security Bureau deepens the innovation of police information and opens a new era of “block chain + margin” management.
4. Netda Software: its Shiwei Technology actively promotes the innovation and application of meta-cosmos conference platform.
5. Mercedes-Benz cooperated with Polygon to develop a data sharing platform based on block chain.
International perspective
1. Apple’s revenue in the third quarter was $83 billion and net profit was $19.44 billion, while revenue in Greater China fell 1% from the same period last year.
2. Intel had revenue of $15.321 billion and a net loss of $454 million in the second quarter, turning a profit into a loss compared with the same period last year.
3. Amazon had a revenue of $121.234 billion and a net loss of $2.028 billion in the second quarter, turning a profit into a loss compared with the same period last year.
4. Qualcomm’s revenue in the third quarter of 2022 was $10.93 billion, with record revenue from automotive chips.
LG Electronics earned 19.46 trillion won in the second quarter, and the auto parts solutions department made a quarterly profit.
Financing acquisition
1. Charging Internet of things and energy management service provider YKC Cloud Quick charge have obtained Pre-C round financing, which is invested by ABB electric transportation.
2. Bright Vision, an intelligent AR glasses developer, has obtained strategic financing, and the investor is Hangzhou Oriental Jiafu Capital.
3. Three-dimensional global data service platform “Feidu Technology” completes the A + round financing, which is invested by Shenzhen Zhicheng No. 8 Venture Capital Partnership (Limited Partnership).
4. Afana Biology, a mRNA drug developer, has completed a new round of financing, which is invested by Zhonghe Anke Biomedical Industry Fund.
5. Jingrui Pharmaceuticals, a developer of innovative targeted anti-tumor small molecular drugs, has completed the Pre-A round financing, which is invested by Heze Innovation Venture Capital Co., Ltd.
