今日看点
✦ 国内航线燃油附加费迎今年首降，8月5日起买一张票最高降60元
✦ 速卖通发布“Fashion新品计划”，协助商家提高出海核心竞争力
✦ 蔚来能源欧洲工厂将于9月投运，为其海外首座工厂
✦ 上海成立张江元宇宙创新发展联盟，张江元宇宙生态已涵盖2400家企业
✦ 2022暑期档总票房突破50亿元，沈腾科幻喜剧《独行月球》表现凶猛
✦ 中国手机市场二季度出货量同比下跌10%，仅荣耀、苹果实现增长
✦ 因为投资Rivian，亚马逊今年上半年已经亏损115亿美元
✦ Facebook月活用户在二季度下降200万，为该平台18年历史上首次
国内要闻
1、继抖音、微博后，B站UP主开始显示MCN机构名称
2、快手正式开启2023届秋季校园招聘，包含11大岗位类别共计200余种岗位
3、BOSS直聘：2022年二季度处置违规招聘者账号20.8万个
4、腾讯智慧零售私域人才认证计划启动，微盟、景栗等成为首批合作伙伴
5、华为发布新一代超远距高精度毫米波交通雷达，可实现双向1000米、10车道覆盖
6、奥飞数据：拟定增募资不超13亿元，用于新一代云计算和人工智能产业园等项目
7、美图秀秀上线“多人共享修图”功能，支持多人同时在线修图
8、科大讯飞：公司正积极布局C端消费者市场，在全国已开设多家线下零售店
9、第二届中国国际消费品博览会在海口闭幕，总进场观众超28万人次
10、首届中国算力大会在济南开幕：10余个重点项目启动建设，拉动总投资额近500亿元
政务快讯
1、激发消费“新动能”，上海第三届“五五购物节”将启动
2、杭州跨境综试区与阿里巴巴签约，共建杭州品牌数字出海口
3、河南印发《支持现代物流强省建设若干政策》，支持研究编制冷链物流运价指数等
4、商务部等13部门：开展全国家电“以旧换新”活动，推进绿色智能家电下乡
5、交通运输部：设立并加快投放1000亿元交通物流专项再贷款
6、工信部：我国专精特新“小巨人”企业平均研发强度达到10.3%，中国制造向中国创造迈进的步伐明显加快
7、国家能源局：能源国际合作布局更优化，光伏产业为全球市场供应超过70%组件
8、农业农村部：将继续支持纳米农药科技研发和产品创制，推动产业化发展和大面积应用
9、民航局就《民用航空安全信息人员管理办法（征求意见稿）》公开征求意见
10、网信部门重拳整治网络直播、短视频领域“色、丑、怪、假、俗、赌”等违法违规内容呈现乱象
科技通信
1、荣耀手机影像计划再添新作：用荣耀Magic4系列探秘新疆最美公路
2、中国电信广东公司携手华为完成全国首个2.1GHz 8T8R AAU部署
3、安徽移动携手华为顺利完成5G SUL（上行增强）创新特性部署
4、Canalys：中国手机市场二季度出货量同比下跌10%，仅荣耀、苹果实现增长
5、IDC：2022年第二季度全球平板电脑出货量达到4050万台，苹果第一、华为第五
文娱影游
1、2022暑期档总票房突破50亿元，沈腾科幻喜剧《独行月球》表现凶猛
2、中国影史票房第一，吴京主演大片《长津湖》获36届百花奖最佳影片奖
3、完美世界：《诛仙世界》将于8月19日至8月23日开启小规模技术性测试
4、人气爆棚，暴雪《暗黑破坏神：不朽》宣布安装量突破3000万
5、万代南梦宫《数码宝贝：绝境求生》现已发售，登陆PC、PS4、Xbox、Switch平台
金融财经
1、上半年广东制造业贷款增加3936亿元，增量创下历史新高
2、绿色贷款余额突破万亿元，山东省主要金融指标增速加快好于预期
3、民生银行发布“碳路前行”全国碳市场会员企业综合服务方案
4、探索银行发展新模式，华为联合Temenos发布云原生数字银行2.0
5、聚焦券商终端业务，博睿数据发布新一代券商终端核心业务体验可观测平台
2、绿地控股获10个基建产业重大项目，合计金额158.99亿
3、绿城管理：2022年代建合约面积会超过1亿平米
4、幸福基业签约四川伙伴集团旗下10个产业园，签约额6500万
5、侨银股份：上半年公司新签订单已超50亿，目前公司在手订单充裕
住房地产
1、速卖通发布“Fashion新品计划”，协助商家提高出海核心竞争力
2、菜鸟与17家公益机构达成深度合作，共建应急物流体系
3、多点DMALL与汉朔达成战略合作，携手共建数字零售新场景
4、百联奥特莱斯（青岛·即墨）试营业，Theory Coffee、EIN等首店品牌进驻
5、欧莱雅上半年销售额183.6亿欧元增长20.9%，奢侈品在中国大陆市场份额达创纪录水平
零售电商
1、蔚来能源欧洲工厂将于9月投运，为其海外首座工厂
2、鑫源集团与宁德时代达成战略合作，携手打造新能源城配物流第一品牌
3、汽车网关性能新标杆，芯驰科技发布G9系列最新旗舰产品
4、三菱未来3年将在印尼投资近6.67亿美元，计划生产电动汽车
5、因为投资Rivian，亚马逊今年上半年已经亏损115亿美元
汽车出行
1、好未来2023财年Q1净收入2.24亿美元，净亏损4380万美元同比收窄57.1%
2、新东方财报会：有信心在2023财年Q1扭亏为盈，并在2023财年全年实现盈利
3、中国教师发展基金会与新东方达成合作，助力教师数字化能力与科学素养提升
4、教育部等五部门联合推荐优质课外资源，腾讯产品青少年模式首发《给孩子们的大师讲堂》
5、安徽：将老年教育纳入终身教育体系，科学制定全省老年教育“十四五”发展专项规划
教育培训
1、国家卫健委：以北京大学第六医院等四医院为主体设置国家精神疾病医学中心
2、南京江宁高新区医药科技研发服务联盟与药智网签订战略合作协议
3、中国航天科技集团与华润集团签署深化医疗机构改革合作协议
4、美敦力与三埃弗签署CBS脑电传感器战略合作协议，加速国产化镇静意识监护解决方案本土化落地
5、赛诺生和健冠国际、武汉中原医院签署战略合作协议，启动基因抗肿瘤药物“今又生”的临床应用和开发
医疗健康
1、国内航线燃油附加费迎今年首降，8月5日起买一张票最高降60元
2、北京市文旅局将于8月1日-30日发放第二期京郊住宿消费券
3、陕西：发放2000万元文旅消费券，全年安排5000万元以上支持发放各类消费券
4、“晋享山西”文旅星球号正式上线携程，一站式领略“最晋”的古文明与好风光
5、闲置房入股，天津发展“公司+农户”等乡村旅游新模式
旅游民宿
1、中国通信工业协会区块链专业委员会成立数字藏品标准项目工作组
2、上海成立张江元宇宙创新发展联盟，张江元宇宙生态已涵盖2400家企业
3、江苏省首家：苏州普通公路收费站实现数字人民币支付
4、二六三战略投资“曜境”，加强元宇宙领域的协同与合作
5、推出袁阔成数字人，中文在线全力布局建设数字人新生态
区块链
1、英特尔确认CPU将涨价，从2022第四季度开始
2、苹果再次推迟印度首家Apple Store零售店，预计2023年初开幕
3、Facebook月活用户在二季度下降200万，为该平台18年历史上首次
4、贝索斯的蓝色起源将于8月4日进行第六次载人飞行
5、美国生鲜电商Instacart计划于年底前上市，目前估值147亿美元
国际视角
1、高精度电流传感器芯片研发商「兴感半导体」完成近2亿元增资，投资方包括武岳峰科创、华桐恒越、宁波集米等
2、人体器官芯片研发商「艾玮得」完成近亿元Pre-A轮融资，由大连星未来（复健资本）领投，美德科一号、集萃美柏、一诺瑞芯等跟投
3、IVD诊断仪器试剂及生物医疗科研仪器研发商「层浪生物」完成数千万元A轮融资，由IDG资本投资
4、无醇精酿啤酒品牌「新零啤酒」完成Pre-A轮融资，由洪泰基金领投，沧澜资本跟投
5、真空镀膜设备研发生产商「纯源镀膜」获得新一轮融资，由国家中小企业发展基金有限公司与中小企业发展基金同创（合肥）合伙企业（有限合伙）联合投资
融资收购
Today’s highlights
The fuel surcharge for domestic routes will be reduced for the first time this year, with a maximum reduction of 60 yuan for a ticket from August 5.
Express Express has released the “Fashion New Product Plan” to help merchants improve their core competitiveness in going abroad.
The European plant of Chenweilai Energy will be put into operation in September, making it its first overseas plant.
Zhang Jiangyuan Universe Innovation and Development Alliance was established in Shanghai. Zhang Jiangyuan Universe Ecology has covered 2400 enterprises.
In 2022, the total box office exceeded 5 billion yuan, and Shen Teng’s sci-fi comedy “Walking the Moon alone” performed ferociously.
Shipments in China’s mobile phone market fell 10% in the second quarter compared with the same period last year, with only Glory and Apple achieving growth.
Amazon lost $11.5 billion in the first half of this year because of its investment in Rivian.
The number of monthly active users of Facebook fell 2 million in the second quarter, the first time in the platform’s 18-year history.
Important domestic news
1. After Douyin and Weibo, bilibili UP began to display the name of MCN organization.
2. Kuaishou officially launched the 2023 fall campus recruitment, including 11 major job categories and a total of more than 200 positions.
3. BOSS Direct Employment: 208000 illegal recruiter accounts will be handled in the second quarter of 2022.
4. Tencent Smart Retail Private Domain Talent Certification Program was launched, and Weimeng and Jingli became the first batch of partners.
5. Huawei released a new generation of ultra-long-range high-precision millimeter wave traffic radar, which can cover 1000 meters and 10 lanes in both directions.
6. Ofei data: it is proposed to raise no more than 1.3 billion yuan for projects such as new-generation cloud computing and artificial intelligence industrial parks.
7. Meitu launches the “multi-person shared picture repair” function, which supports multiple people to repair pictures online at the same time.
IFLYTEK: the company is actively laying out the C-end consumer market, and has opened a number of offline retail stores across the country.
9. The second China International Consumer goods Fair closed in Haikou, with a total audience of more than 280000.
10. The first China Mathematical Congress opened in Jinan: more than 10 key projects started construction, with a total investment of nearly 50 billion yuan.
Government affairs bulletin
1. Stimulate the “new momentum” of consumption, and the third Shanghai “May five Shopping Festival” will be launched.
2. Hangzhou Cross-border Comprehensive Test Zone signed a contract with Alibaba to jointly build Hangzhou brand digital outlet to the sea.
3. Henan issued “some policies to support the Construction of a strong Modern Logistics Province”, supporting the research and compilation of cold chain logistics freight index, etc.
4. Ministry of Commerce and other 13 departments: carry out the national “trade-in” campaign for home appliances to promote green smart home appliances to the countryside
5. Ministry of Transport: set up and speed up the release of 100 billion yuan of special re-loans for transportation and logistics
6. Ministry of Industry and Information Technology: the average R & D intensity of China’s specialized and new “Little Giant” enterprises has reached 10.3%, and the pace of China’s manufacturing towards China’s creation has been significantly accelerated.
7. National Energy Administration: the layout of international energy cooperation is more optimized, and the photovoltaic industry supplies more than 70% of components to the global market.
8. Ministry of Agriculture and villages: it will continue to support the research and development of nano-pesticide science and technology and product creation, and promote industrialization and large-scale application.
9. The Civil Aviation Administration openly solicited opinions on the measures for the Administration of Civil Aviation Safety Information personnel (draft for soliciting opinions).
10. The Internet information department has made great efforts to crack down on the illegal and illegal contents such as “lust, ugliness, weirdness, fake, vulgarity, gambling” in the field of live broadcast and short video.
Science and technology communication
1. Glory Mobile Image Plan to add a new work: explore the most beautiful highways in Xinjiang with the Honor Magic4 series
2. China Telecom Guangdong joined hands with Huawei to complete the country’s first 2.1GHz 8T8R AAU deployment.
3. Anhui Mobile joined hands with Huawei to successfully complete the deployment of 5G SUL (uplink enhancement) innovative features.
4. Canalys: shipments in China’s mobile phone market fell 10% in the second quarter compared with the same period last year, only Glory and Apple achieved growth.
5. IDC: global tablet shipments reached 40.5 million units in the second quarter of 2022, with Apple ranking first and Huawei fifth
Entertainment and film tour
1. In 2022, the total box office exceeded 5 billion yuan, and Shen Teng’s sci-fi comedy “Walking the Moon alone” performed ferociously.
2. Chinese film history ranked first at the box office. Wu Jing starred in the blockbuster Changjin Lake and won the Best Picture Award of the 36th hundred Flowers Award.
3. Perfect World: “Zhu Xian World” will launch a small-scale technical test from August 19 to August 23.
4. With Blizzard’s popularity exploding, Blizzard’s Diablo: immortality announced that its installation capacity exceeded 30 million.
5. “Digital Baby: desperate Survival” of Bandai Nan Menggong is now on sale and is available on PC, PS4, Xbox and Switch platforms.
Finance and finance
1. Guangdong’s manufacturing loans increased by 393.6 billion yuan in the first half of the year, a record increase.
2. the balance of green loans exceeded one trillion yuan, and the growth rate of the main financial indicators in Shandong Province was better than expected.
3. Minsheng Bank has issued a comprehensive service plan for member enterprises in the national carbon market.
4. Explore a new model of bank development. Huawei jointly released Cloud Native Digital Banking 2.0 in conjunction with Temenos.
5. Focus on brokerage terminal business, Borui data releases a new generation of brokerage terminal core business experience observable platform
2. Greenland Holdings has won 10 major infrastructure projects with a total amount of 15.899 billion.
3. Greentown management: the contract area will exceed 100 million square meters in 2022.
4. Happiness Foundation has signed 10 industrial parks under Sichuan partner Group, with a contract value of 65 million.
5. Overseas Chinese Bank shares: the company’s newly signed orders in the first half of the year have exceeded 5 billion. At present, the company has plenty of orders on hand.
Housing real estate
1. AliExpress publishes “Fashion New Product Plan” to help merchants improve their core competitiveness of going abroad.
2. Cainiao reached deep cooperation with 17 public welfare organizations to build an emergency logistics system.
3. Multi-point DMALL and Hanshuo reach strategic cooperation to work together to build a new scene of digital retail.
4. Bailian OUTLETS (Qingdao Jimo) has a trial operation, and the first brands such as Theory Coffee and EIN are stationed.
5. L’Or é al’s sales of 18.36 billion euros in the first half increased by 20.9%, and the market share of luxury goods in Chinese mainland reached a record level.
Retail e-commerce
1. The European plant of Xilai Energy will be put into operation in September, which will be its first overseas factory.
2. Xinyuan Group has reached a strategic cooperation with Ningde Times to create the first brand of new energy urban distribution logistics.
3. A new benchmark for automotive gateway performance, Xinchi Technology releases the latest flagship products of G9 series.
4. Mitsubishi will invest nearly 667 million US dollars in Indonesia in the next three years, and plans to produce electric cars.
Amazon lost $11.5 billion in the first half of this year because of its investment in Rivian
Car travel
1. Q1’s net income for the next fiscal year 2023 is $224 million, while the net loss is $43.8 million, which is 57.1% lower than the same period last year.
2. New Oriental earnings report: we are confident that Q1 will turn losses into profits in fiscal year 2023 and make a profit for the whole of fiscal year 2023.
3. The China teacher Development Foundation has reached a cooperation with New Oriental to help teachers improve their digital ability and scientific literacy.
4. The Ministry of Education and other five departments jointly recommend high-quality extracurricular resources, and the youth model of Tencent products launches “a master lecture hall for children”.
5. Anhui: bring the education for the elderly into the life-long education system and scientifically formulate a special plan for the development of the province’s education for the elderly during the 14th five-year Plan.
Education and training
1. National Health Commission: take the sixth Hospital of Peking University and other four hospitals as the main body to set up the National Psychiatric Medical Center
2. Nanjing Jiangning High-tech Zone Medical Science and Technology R & D Service Alliance and Pharmaceutical Intelligence Network signed a strategic cooperation agreement.
3. China Aerospace Science and Technology Group and China Resources Group signed a cooperation agreement on deepening the reform of medical institutions.
4. Medtronic and San Evo signed a strategic cooperation agreement on CBS EEG sensors to speed up the localization of sedation consciousness monitoring solutions made in China.
5. Sanosheng signed a strategic cooperation agreement with Jianguan International and Wuhan Zhongyuan Hospital to start the clinical application and development of genetic antineoplastic drug “Jinzaisheng”.
Medical treatment and health
1. The fuel surcharge for domestic routes will be reduced for the first time this year, with a maximum reduction of 60 yuan for a ticket from August 5.
2. Beijing Culture and Tourism Bureau will issue the second phase of Beijing suburban accommodation vouchers from August 1 to 30.
3. Shaanxi: issue 20 million yuan cultural and travel consumption coupons, and arrange more than 50 million yuan to support the issuance of all kinds of consumption coupons throughout the year.
4. “Jinxiang Shanxi” Wen Lu Star officially launched Ctrip, an one-stop way to enjoy the “most advanced” ancient civilization and good scenery.
5. new models of rural tourism such as “company + farmers” are developed in Tianjin by buying shares in idle houses.
Tourist accommodation
1. The Block chain Professional Committee of China Communications Industry Association has set up a digital collection standard project working group.
2. Shanghai has established Zhang Jiangyuan Universe Innovation and Development Alliance. Zhang Jiangyuan Universe Ecology has covered 2400 enterprises.
3. Jiangsu Province’s first: Suzhou ordinary highway toll station to realize digital RMB payment.
4. The 263rd strategic investment in the “obsidian territory” to strengthen the coordination and cooperation in the field of meta-universe.
5. Launch Yuan Kuocheng Digital Man, Chinese online layout to build a new ecology of Digital Man
Block chain
1. Intel confirms that CPU will raise prices, starting from the fourth quarter of 2022.
2. Apple once again postponed the first Apple Store retail store in India, which is expected to open in early 2023.
3. The number of monthly active users of Facebook fell by 2 million in the second quarter, the first time in the 18-year history of the platform.
4. Bezos’ Blue Origin will have its sixth manned flight on August 4.
Instacart, an American fresh ecommerce company, plans to go public before the end of the year, with a current valuation of $14.7 billion
International perspective
1. Xinggan Semiconductor, a high-precision current sensor chip developer, has completed a capital increase of nearly 200 million yuan, including Wuyuefeng Kechuang, Huatong Hengyue, Ningbo Jimi, etc.
2. Human organ chip developer “Ai Weide” completed nearly 100 million yuan Pre-A round financing, led by Dalian Star Future (Rehabilitation Capital), followed by Medeco No. 1, Jiji Mobil, one NuoRuixin, etc.
3. Laminobiology, a developer of IVD diagnostic instruments, reagents and biomedical research instruments, has completed tens of millions of yuan A round financing, which is invested by IDG Capital.
4. Non-alcohol craft beer brand “New Zero Beer” completes Pre-A round financing, led by Hongtai Fund, followed by Canglan Capital.
5. “Pure Source coating”, a R & D manufacturer of vacuum coating equipment, has obtained a new round of financing, with joint investment by the National SME Development Fund Co., Ltd. and the SME Development Fund to create (Hefei) partnership (limited partnership).
