今日看点
✦ 中国移动携手华为等联合发布算网服务1.0，启动算力网络试验示范网CFITI
✦ 周鸿祎：360企业安全云用户突破50万，数字安全已占公司收入两成
✦ 鸿星尔克宣布向福建省残疾人福利基金会捐赠1亿元款物
✦ 快手全面升级短剧扶持政策，过去一年快手短剧日活用户已超2.6亿
✦ 好未来财报会：非培训业务已占25%以上，出海业务三位数同比增长
✦ 飞猪推出免费核酸服务，首期覆盖精品小团、目的地线路游等商品
✦ 罗森中国门店总数突破5000家，目标至2025年达10000家
✦ 亚马逊宣布将于2023年底关闭Amazon Drive网盘服务，已运营11年
国内要闻
1、2022国际消费季暨第三届上海“五五购物节”正式启动，助力上海国际消费中心城市建设
2、鸿星尔克宣布向福建省残疾人福利基金会捐赠1亿元款物，用于帮助困难残疾群体
3、周鸿祎：360企业安全云用户突破50万，数字安全已占公司收入两成
4、拼多多启动“2022多多新匠造”行动，联合乡村产业带共同推动产业振兴
5、转转集团全国总部暨智能质检中心在青岛西海岸新区投产运营
6、华为数据存储成立专业伙伴顾问委员会，三大举措携手伙伴助力政企客户数字化转型
7、腾讯安全发布边缘安全加速平台Tencent Cloud EdgeOne，为企业出海打造安全加速一体化服务
8、山东重工与中国联通签署战略合作协议，携手打造5G+智能制造
9、徐工机械拟斥17.5亿元参设徐工海河源峰基金，重点投资新能源、智能制造、新材料等产业
10、首台套丁二烯法己二腈工业化生产项目投产，我国高端尼龙产业将用上国产核心原料
政务快讯
1、我国首个《中国综合算力指数》发布，北上广及周边省份处于较高水平
2、网信办：全国网信系统上半年累计依法约谈网站平台3491家
3、工信部：我国算力规模排名全球第二，将打造若干全国一体化算力网络国家枢纽节点和数据中心集群
4、交通运输部：积极扩大交通有效投资，加快建设国家综合立体交通网
5、商务部：进一步扩大汽车、绿色智能家电等消费，推动地方结合本地实际出台配套措施
6、上海：上半年首发经济发展动力强劲，累计引进各类首店366家
7、四川将再建两个省级气膜核酸检测实验室，届时单日检测可达200万人次
8、西安市首支百亿科创母基金启动，西安财金释放引导效应
9、河南：支持现代物流强省建设，对物流企业提供最高不超500万元补助
10、山东发布一体化算力网络建设行动方案（2022-2025年），剑指全国一体化算力网络国家枢纽节点
科技通信
1、中国移动携手华为等联合发布算网服务1.0，启动算力网络试验示范网CFITI
2、湖北移动联手美的集团打造全球首个家电制造领域的“5G全连接工厂”
3、武汉华星光电扩产项目冲刺年底投产，将主要生产中小尺寸高端旗舰显示屏
4、长电微电子晶圆级微系统集成高端制造项目开工，一期建成后可年产60亿颗高端先进封装芯片
5、芯盛智能发布基于RISC-V架构的PCIe4.0控制器芯片，全面开启国内全自主PCIe控制器的新时代
文娱影游
1、快手全面升级短剧扶持政策，过去一年快手短剧日活用户已超2.6亿
2、大麦上线剧本杀业务，透露未来一年扶持1万家精品店铺
3、腾讯音乐娱乐集团与avex China达成战略合作，推动音乐价值多元释放
4、弘扬优秀传统文化，优酷推出首档中医抗疫网络纪录片《国医有方》
5、助力线下消费复苏，Vfine未来三个月为全国线下企业免费提供公播范式化歌单
金融财经
1、两大百年老字号联姻，中国银行携手上海交大建设中银科技金融学院
2、齐鲁银行：拟出资10亿元设立全资理财子公司齐鲁理财
3、锦州银行成为东北首家二代RCPMIS系统直联上线机构
4、太保家园杭州国际颐养社区开业，起航服务长三角养老一体化新征程
5、探索“养老保险+康养服务”新模式，中国康养与人保投控合资成立专业服务平台
住房地产
1、万达商管集团打造深圳第三座万达广场，深圳光明万达广场开业
2、绿地控股：近期获得多个基建产业重大项目，金额合计158.99亿元
3、美的置业旗下睿住资本与中航信托共同设立低碳科技、先进制造创投基金
4、中电光谷与新余市新宜吉示范区签订战略协议，首次落子江西
5、WeChat Pay HK分别与仲量联行及启胜开启合作，进一步扩大物业管理支付服务范围
零售电商
1、京东集团：第三届“五五购物节”期间将同时启动“热8”购物季
2、苏宁易购：第三届上海“五五购物节”期间将发放20亿元消费券
3、罗森中国门店总数突破5000家，目标至2025年达10000家
4、海南首家乐高品牌零售店在海口开业，乐高零售进入中国大陆100城
5、百年品牌科创为本，花西子母公司全球创新研发及产业中心落户钱塘
汽车出行
1、
2、小康股份正式更名赛力斯，发力高端智能电动汽车赛道
3、蔚来宣布安徽高速换电网络正式打通，沿途布局18座换电站
4、比亚迪与西安市签署战略合作，新能源乘用车零部件二期扩产项目签约
5、宁德时代与成都市签署战略合作框架协议，将设立西南运营总部和成都研究院
教育培训
1、好未来财报会：非培训业务已占25%以上，出海业务三位数同比增长
2、新东方计划持续三年向中国教师发展基金会捐赠共计1亿元的现金及物资
3、作业帮喵喵机发布单词卡2代，一代销量达50万台
4、宏发股份与福州大学签订战略合作协议，成立电气元件产业技术研究院
5、中国电子与深圳大学签署战略合作协议，推动电子信息与计算机领域一流学科建设及打造原创技术策源地
医疗健康
1、凯撒集团与国药大健康达成战略合作，共推大健康产业发展
2、金域医学与因美纳达成全新战略合作，聚焦精准医学
3、珀金埃尔默携手华南理工大学医学院，打造转化医学卓越中心
4、复星医药：拟以4.12亿元增持杏脉科技部分股权，利于拓展在数智医疗领域布局
5、北京首张，艺妙神州获批CAR-T细胞治疗产品《药品生产许可证》
旅游民宿
1、重金砸下10亿元旅行消费补贴，携程助力上海“五五购物节”
2、飞猪推出免费核酸服务，首期覆盖精品小团、目的地线路游等商品
3、京东国际与海旅免税、国免等免税持牌企业签约，打造全球免税供应链体系
4、数字升级赋能新文旅，中青宝打造国内首个虚实互动主题乐园即将上线
5、福建首条跨城际岛际滨海游线路正式开通并首航
区块链
1、“数字人民币西安通”小程序上线试运行，为全国首个数字人民币官方信息平台
2、中国邮政宣布成立全球首个元宇宙概念虚拟邮局“元宇宙邮局”，并首发上线AI航天主题数字藏品
3、上海博物馆：基于“上博链”推出“海上博物”数字藏品平台，8月5日首发数字藏品
4、苏州虎丘推出“苏州市虎丘山风景名胜区”系列数字藏品，在阿里拍卖上线
5、为纪念创刊20年，东方体育日报首发数字藏品《东体20：长相守再出发》
国际视角
1、亚马逊宣布将于2023年底关闭Amazon Drive网盘服务，已运营11年
2、LG Display决定2023年前停止为韩国市场生产LCD电视面板
3、谷歌将逐步淘汰Chrome浏览器中第三方广告Cookies的计划推迟到2024年
4、新能源汽车动力电池销量强劲，三星SDI单季利润首超4000亿韩元
5、全球五大石油巨头二季度利润创纪录，达到510亿美元
融资收购
1、汽车级芯片领域无晶圆厂半导体和集成电路研发商「云途半导体」完成数亿元A+轮融资，由小米产投和联新资本持续加注，劲邦资本、北汽产投、芯动能、汇添富、永鑫资本等新机构加码投资，义柏资本担任财务顾问
2、高性能信号链集成电路产品研发商「芯聚威科技」完成千万元天使轮融资，由索思医疗战略领投，取势资本担任财务顾问
3、光纤传感测量设备制造商「和其光电」完成数千万元新一轮融资，由毅达资本领投，交科创投跟投
4、系统仿真分析及平台工具开发商「世冠科技」完成数千万元战略融资，由上汽集团旗下尚颀资本、中国汽车芯片联盟联合投资，华泰联合证券担任独家财务顾问
5、移动能源解决方案提供商「国广顺能」完成数千万元天使轮融资，由线性资本和红杉中国种子基金联合投资
6、智能工厂全程无人搬运解决方案提供商「法睿兰达」完成近5000万元A轮融资，由博将资本独家投资
7、新型建筑智能化及能源管理解决方案提供商「六邻科技」获得3000万元A轮融资，由君联资本投资
8、一站式装修服务平台「居年华」获得800万元种子轮融资，由一站资本投资
9、自闭症谱系及广泛性发育障碍儿童服务平台「大米和小米」完成数千万美元D轮融资，由ABC Impact Fund领投，远翼投资等知名投资机构和老股东奥博资本跟投，华兴资本担任独家财务顾问
10、农产品安全检测试剂及仪器设备研发生产商「猎阵生物」完成千万元新一轮融资，由赤子基金独家投资
11、医药法规咨询及检测综合服务提供商「海河生物」完成超亿元B轮融资，由君联资本独家投资
12、医药中间体定制生产商「爱斯特」完成近2亿元B轮融资，由申银万国领投，格力金投、光华梧桐、康居创投、明诚瑞鹰、成都道璞等跟投
13、人工肝治疗医疗器械研发商「仝干医科」获得6000万元首批B轮融资，由重庆南部私募股权投资基金合伙企业（有限合伙）与深圳市容韬共赢创业投资企业（有限合伙）共同参与投资
14、创新核酸药物研发商「瑞博生物」完成4000万美元E1轮融资，由磐霖资本、三一创新投资等现有股东、以及新增机构和个人投资者共同投资
15、肿瘤免疫治疗药物研发商「百迈生物」完成超5000万元A轮融资，由领航新界独家投资
16、小分子药物研发商「盛睿泽华」完成数千万元天使轮融资，由凯泰资本独家投资
Today’s highlights
China Mobile, together with Huawei, jointly released Computing Network Service 1. 0 and launched CFITI, a test and demonstration network for computing networks.
Zhou Hongyi: the number of enterprise security cloud users has exceeded 500000, and digital security has accounted for 20% of the company’s revenue.
Li Hong Xingerke announced a donation of 100 million yuan to the Fujian Provincial Welfare Fund for the disabled.
Kuaishou has comprehensively upgraded its support policy for skits. In the past year, the number of daily active users of Kuaishou skits has exceeded 260 million.
Good future financial results: non-training business has accounted for more than 25%, and sea business is growing in triple digits compared with the same period last year.
Qianfei Pig launched a free nucleic acid service, covering boutique small groups, destination routes and other goods in the first phase.
The total number of Lawson stores in China has exceeded 5000, with a target of 10000 by 2025.
Amazon announced that it will shut down its Amazon Drive network disk service at the end of 2023 and has been operating for 11 years.
Important domestic news
1. The 2022 International consumption season and the third Shanghai “May five Shopping Festival” was officially launched to promote the construction of Shanghai’s international consumption center.
2. Hongxing Erke announced that it would donate 100 million yuan to the Fujian Provincial Welfare Fund for the disabled to help people with disabilities in need.
3. Zhou Hongyi: the number of enterprise security cloud users has exceeded 500000, and digital security has accounted for 20% of the company’s revenue.
4. Pinduoduo launched the “more than 2022 new craftsmen” campaign to jointly promote industrial revitalization in rural industrial belts.
5. The National headquarters and Intelligent quality Inspection Center of the transfer Group has been put into operation in Qingdao West Coast New area.
6. Huawei data Storage sets up a professional partnership advisory committee, and three major initiatives join hands to help government and enterprise customers make digital transformation.
7. Tencent securely released Tencent Cloud EdgeOne, an edge security acceleration platform, to create an integrated security acceleration service for enterprises going out to sea.
8. Shandong heavy Industry and China Unicom signed a strategic cooperation agreement to work together to build 5G + intelligent manufacturing.
9. Xugong Machinery plans to spend 1.75 billion yuan to join the Xugong Haihe Yuanfeng Fund, focusing on new energy, intelligent manufacturing, new materials and other industries.
10. The first industrial production project of butadiene adipic nitrile has been put into production, and China’s high-end nylon industry will use domestic core raw materials.
Government affairs bulletin
1. China’s first “China Comprehensive Computational Power Index” has been released, with Beijing, Shanghai, Guangzhou and its surrounding provinces at a high level.
2. Internet Information Office: in the first half of the year, there are a total of 3491 legal interview website platforms in the national Internet communication system.
3. Ministry of Industry and Information Technology: China’s computing power ranks second in the world and will build a number of national hub nodes and data center clusters of the national integrated computing network.
4. Ministry of Transport: actively expand effective investment in transportation and speed up the construction of a national comprehensive three-dimensional transportation network
5. Ministry of Commerce: further expand consumption of cars and green smart home appliances, and promote local governments to introduce supporting measures in the light of local reality.
6. Shanghai: strong driving force for economic development in the first half of the year, with a total of 366 first stores of various types introduced.
7. Two more provincial gas film nucleic acid testing laboratories will be built in Sichuan, which will be able to test 2 million people a day.
8. Xi’an ‘s first 10 billion Science Creative Mother Fund was launched, and Xi’an financial release guiding effect.
9. Henan: support the construction of a strong modern logistics province and provide subsidies of no more than 5 million yuan to logistics enterprises.
10. Shandong issued an action plan for the construction of integrated computing network (2022-2025), which refers to the national hub node of the national integrated computing network.
Science and technology communication
1. China Mobile, together with Huawei, jointly released Computing Network Service 1. 0, and launched the Computing Network Test and demonstration Network CFITI.
2. Hubei Mobile joined hands with Midea to build the world’s first “5G fully connected factory” in the field of home appliance manufacturing.
3. Wuhan Huaxing Optoelectronic expansion Project will be put into production at the end of the year and will mainly produce small and medium-sized high-end flagship displays.
4. Changdian Microelectronics Wafer-level Microsystem Integration High-end Manufacturing Project has started, with an annual output of 6 billion high-end advanced packaging chips after the first phase is completed.
5. Xinsheng intelligently released the PCIe4.0 controller chip based on RISC-V architecture, which opened a new era of domestic fully autonomous PCIe controller.
Entertainment and film tour
1. Kuaishou comprehensively upgraded the support policy for skits. In the past year, the number of daily active users of Kuaishou skits has exceeded 260 million.
2. Barley online script kills the business, revealing that it will support 10,000 boutique stores in the coming year.
3. Tencent Music Entertainment Group Group has reached a strategic cooperation with avex China to promote the diversified release of music value.
4. To carry forward the excellent traditional culture, Youku launched the first traditional Chinese medicine anti-epidemic network documentary “Chinese Medicine is effective”.
5. To boost the recovery of offline consumption, Vfine will provide free public broadcast model playlists for offline enterprises across the country in the next three months.
Finance and finance
1. with the marriage of two century-old brands, the Bank of China joined hands with Shanghai Jiaotong University to build the Bank of China Institute of Science, Technology and Finance.
2. Qilu Bank: it plans to invest 1 billion yuan to set up a wholly-owned financial subsidiary Qilu Financial Management.
3. Jinzhou Bank has become the first direct connection institution of the second generation RCPMIS system in Northeast China.
4. Taibao Home Hangzhou International Care Community opens to serve the new journey of pension integration in the Yangtze River Delta.
5. Explore the new mode of “endowment insurance + health care service”. China’s health care and PICC investment and control joint venture to set up a professional service platform.
Housing real estate
1. Wanda Business Management Group built the third Wanda Plaza in Shenzhen, and Shenzhen Guangming Wanda Plaza opened.
2. Greenland Holdings: recently obtained a number of major projects in the infrastructure industry, with a total amount of 15.899 billion yuan.
3. Midea’s Ruiju Capital and AVIC Trust jointly set up a venture capital fund for low-carbon technology and advanced manufacturing.
4. CLP Optical Valley and Xinyiji demonstration Zone in Xinyu City signed a strategic agreement and settled in Jiangxi for the first time.
5. WeChat Pay HK opened cooperation with Jones Lang LaSalle and Qisheng respectively to further expand the scope of property management payment services.
Retail e-commerce
1. JD.com Group: the “Hot 8” shopping season will be launched at the same time during the third “May five Shopping Festival”.
2. SUNING: 2 billion yuan consumption coupons will be issued during the third Shanghai “May five Shopping Festival”.
3. The total number of Lawson stores in China has exceeded 5000, with a target of 10000 by 2025.
4. The first Lego brand retail store in Hainan opened in Haikou, and Lego Retail entered Chinese mainland 100th City.
5. Century-old brand science innovation-oriented, Huaxizi parent company’s global innovation R & D and industrial center is located in Qiantang.
Car travel
1 、
2. Xiaokang Co., Ltd. officially changed its name to Cyrus, and launched a high-end intelligent electric vehicle track.
3. Weilai announced that Anhui high-speed power exchange network was officially opened, and 18 power stations were arranged along the way.
4. BYD signed strategic cooperation with Xi’an and signed a contract for the second phase expansion project of new energy passenger car parts.
5. Ningde Times signed a strategic cooperation framework agreement with Chengdu, which will set up Southwest Operations headquarters and Chengdu Research Institute.
Education and training
1. Good future financial results: non-training business has accounted for more than 25%, and sea business is growing in triple digits compared with the same period last year.
2. New Oriental plans to donate 100 million yuan in cash and materials to the China teacher Development Foundation for three years.
3. Homework helps the Meow Machine issue word cards for the second generation, with sales of 500000 units in one generation.
4. Hongfa signed a strategic cooperation agreement with Fuzhou University to establish the Electrical components Industry Technology Research Institute.
5. China Electronics and Shenzhen University signed a strategic cooperation agreement to promote the construction of first-class disciplines in the field of electronic information and computer and to create a source of original technology.
Medical treatment and health
1. Caesar Group has reached a strategic cooperation with Sinopharm Great Health to promote the development of the health industry.
2. Jinyu Medicine and Inmana have reached a new strategic cooperation to focus on precision medicine.
3. Perkin Elmer joined hands with the Medical College of South China University of Technology to build a center of excellence in transformational medicine.
4. Fosun Medicine: it is proposed to increase part of the stake in Xingmai Technology with 412 million yuan, which is conducive to expanding the layout in the field of digital intelligence medicine.
5. For the first time in Beijing, Yimiao Shenzhou was approved as the “Drug production license” for CAR-T cell therapy products.
Tourist accommodation
1. A large sum of money spent 1 billion yuan on travel subsidies, and Ctrip helped Shanghai’s May 5th Shopping Festival.
2. Flying Pig launches free nucleic acid service, covering boutique small groups, destination routes and other goods in the first phase.
3. JD.com International has signed contracts with duty-free licensed companies such as sea travel duty-free and state exemption to build a global duty-free supply chain system.
4. Digital upgrade empowers a new literary brigade. Zhongqingbao will soon launch the first virtual and real interactive theme park in China.
5. Fujian’s first inter-city inter-island coastal tour route was officially opened and its maiden voyage
Block chain
1. “Digital RMB Xi’an Tong” Mini Program has been put into trial operation, which is the country’s first official information platform for digital RMB.
2. China Post announced the establishment of the world’s first meta-universe concept virtual post office, “Meta-Universe Post Office”, and launched the AI space-themed digital collection.
3. Shanghai Museum: based on the “Shanghai Expo chain”, the digital collection platform of “Maritime Museum” was launched, and the first digital collection was launched on August 5.
4. Suzhou Huqiu launched a series of digital collections of “Suzhou Huqiu Mountain Scenic spot”, which was launched at Ali auction.
5. In commemoration of its 20 years of publication, Oriental Sports Daily launched its first digital collection, “Dongti 20: look good and start again”.
International perspective
1. Amazon announced that it will shut down the Amazon Drive network disk service by the end of 2023 and has been operating for 11 years.
2. LG Display decided to stop producing LCD TV panels for the Korean market by 2023.
3. Google has postponed its plan to phase out third-party advertising Cookies in Chrome browsers until 2024.
4. The sales of power batteries of new energy vehicles are strong, and Samsung SDI’s single-quarter profit exceeds 400 billion won for the first time.
5. the world’s top five oil giants made record profits of $51 billion in the second quarter.
Financing acquisition
1. In the field of automotive chips, “Yuntu Semiconductor”, a fab-free semiconductor and integrated circuit developer, has completed hundreds of millions of yuan of A + round financing, which has been continuously raised by Xiaomi production Investment and Lianxin Capital. Jinbang Capital, BAIC Investment Investment, Core Kinetics, Huidianfu, Yongxin Capital and other new institutions increased their investment, and Yibo Capital served as financial adviser.
2. “Core Juwei Technology”, a developer of high-performance signal chain integrated circuit products, completed tens of millions of yuan angel round financing, led by Sawth Medical Strategy, and took potential capital as financial adviser.
3. Optical fiber sensing equipment manufacturer “and its Optoelectronics” have completed a new round of financing of tens of millions of yuan, led by Yida Capital and followed by Jiaoke Venture Capital.
4. System simulation analysis and platform tools developer “World Crown Technology” completed tens of millions of yuan of strategic financing, jointly invested by Shangyi Capital of SAIC and China Automotive Chip Alliance, and Huatai United Securities as the exclusive financial adviser.
5. Guoguang Shunneng, a mobile energy solution provider, has completed tens of millions of yuan of angel round financing, which is jointly invested by Linear Capital and Sequoia Capital China seed Fund.
6. Farranda, a provider of unmanned handling solutions for intelligent factories, has completed a round of financing of nearly 50 million yuan, and Bo will invest the capital exclusively.
7. Six neighbor Technology, a provider of new building intelligence and energy management solutions, received 30 million yuan A round financing, which was invested by Junlian Capital.
8. Ju Nianhua, an one-stop decoration service platform, received 8 million yuan in seed round financing, which was invested by one-stop capital.
9. Autistic pedigree and universal developmental disorder children service platform “Rice and Xiaomi” has completed tens of millions of dollars of D-round financing, led by ABC Impact Fund, far Wing Investment and other well-known investment institutions and veteran shareholder Aobo Capital, China Renaissance Capital Investment served as the exclusive financial adviser.
10. “Hunting Biology”, a research and development manufacturer of agricultural product safety testing reagents and instruments and equipment, has completed a new round of financing of 10 million yuan, which will be invested exclusively by Chizi Fund.
11. Haihe Biology, a comprehensive service provider for medical laws and regulations consulting and testing, completed round B financing of more than 100 million yuan, which was invested exclusively by Junlian Capital.
12. Astor, a customized manufacturer of pharmaceutical intermediates, has completed nearly 200 million yuan in round B financing, led by Shenyin Wanguo, followed by Gree Gold Investment, Sinorama Indus, Kangju Venture Capital, Mingcheng Ruiying, Chengdu Daopu and so on.
13. Tonggan Medical, a medical device developer for artificial liver therapy, won the first round B financing of 60 million yuan. The private equity fund partnership in southern Chongqing (limited partnership) and Shenzhen Rongtao win-win venture capital enterprise (limited partnership) jointly participate in the investment.
14. Ruibo Biology, an innovative nucleic acid drug developer, completed a round of financing of US $40 million, which was jointly invested by existing shareholders such as Panlin Capital and Sany Innovation Investment, as well as new institutions and individual investors.
15. Baimai Biology, a developer of tumor immunotherapy drugs, has completed a round of financing of more than 50 million yuan, with exclusive investment from the pilot in the New Territories.
16. Sheng Rui Zehua, a small molecular drug developer, completed tens of millions of yuan of angel round financing, which was invested exclusively by Kaitai Capital.
