今日看点
✦ 阿里巴巴自营喵速达电器淘宝旗舰店正式上线
✦ 快手成立独立to B业务部门，将发布StreamLake品牌
✦ 京东云发布新一代分布式数据库StarDB 5.0，性能全面加速
✦ 苹果中国上线“闪送”服务：3.5小时送达、收费45元，目前仅限上海
✦ 小鹏汽车宣布贯通“西北大环线”充电线路，全长3150km
✦ 暑期跟团游翻倍增长，飞猪推出“提前1天免费退”及“行前改期”服务
✦ 2022年《财富》世界500强揭晓：沃尔玛、亚马逊、中国国家电网位居前三
✦ 超越苹果，沙特阿美成全球“最赚钱公司”
国内要闻
1、快手成立独立to B业务部门，将发布StreamLake品牌
2、京东云发布新一代分布式数据库StarDB 5.0，性能全面加速
3、中国石化和沙特阿美就在沙特的一揽子合作签署合作备忘录
4、海信集团与徕卡相机公司签署技术合作协议，首款徕卡激光电视将于9月亮相
5、华为与江西交投加强智慧高速合作，相关鸿蒙隧道控制器属全国首创
6、国产芯片存储技术追上国际一线水平，长江存储发布第四代3D TLC闪存颗粒
7、影石Insta360推出AI云台摄像头Link，进军视频会议市场
8、焕新基金正式成立：首期规模10亿，助力临港新片区集成电路产业
9、苹果中国官网正式推出Apple Store零售店3小时快送服务：目前仅限上海市，收费45元
10、2022年《财富》世界500强排行榜：沃尔玛、亚马逊、中国国家电网位居前三
政务快讯
1、工信部：二季度互联网信息服务投诉平台共收到投诉33.56万件，下架不良手机应用54款
2、商务部：上半年我国服务进出口总额28910.9亿元，同比增长21.6%
3、国家能源局：上半年我国能源供需总体平衡，可再生能源新增装机5475万千瓦
4、自然资源部开展智能网联汽车高精度地图应用试点，选取北上广等六城市
5、国家中医药管理局：将实施基层中医药服务能力提升工程“十四五”行动计划
6、中汽协：2022年度新能源汽车下乡第二批车型目录申报，申报车型优惠后应在20万元以内
7、《网络直播主体信用评价指标体系》团体标准发布：满分1000分，共划分5个等级
8、浙江省首次发布数字经济发展白皮书，综合实力稳居全国前列
9、深圳：加快培育总部经济，积极吸引全国全球性企业总部和区域总部入驻
10、四川加快建成国家“东数西算”工程，2025年全面建成天府数据中心集群起步区
科技通信
1、中国信通院完成首批广告平台企业TAG数字广告流量反欺诈认证
2、铭镓半导体预计2023年底完成扩产计划，将打造氧化镓完整产业线
3、时创意存储集成电路产业基地开建，投产后预计年产值达50亿元
4、CINNO：上半年中国折叠手机销量超去年全年，Q2华为夺冠
5、UCIe迎来中国大陆首家董事会成员，阿里巴巴、英伟达进入Chiplet生态联盟
文娱影游
1、Vfine与维智科技达成战略合作，共同为全国线下企业提供公播音乐解决方案
2、青瓷游戏：与中手游联合发行手游《新仙剑奇侠传之挥剑问情》
3、九尊数字互娱正式更名多牛科技，集团旗下资产包括人人网、线上游戏社区NGA等
4、电魂网络：拟以2000万美元在澳大利亚设立全资子公司，进一步促进海外业务发展
5、古风城市建造游戏《满庭芳：宋上繁华》上线Steam，融合历史、剧情、策略元素
金融财经
1、百亿量化私募增至30家创历史新高，当前百亿私募已达112家
2、中邮理财首只养老理财试点产品正式发行，一小时销售突破20亿元
3、助企纾困，今年上半年上海中资银行普惠贷款余额超7900亿
4、弘业期货：于8月5日在深交所IPO上市，首发价1.86元/股
5、期货和衍生品法正式施行，我国期货市场高质量发展开启新篇章
住房地产
1、绿地控股上半年营收2047.36亿元，净利润42.02亿元
2、万科前7月合同销售额2489.8亿，新增开发及物流地产项目4个
3、碧桂园7月权益销售额301.1亿元，前7月累计实现权益销售2152.1亿元
4、建筑陶瓷制造商新明珠申请深交所IPO，拟募资20.09亿元
5、合生创展集团：前7月总合约销售金额约188亿元，拟7.9亿元收购上海豫园地块项目公司
零售电商
1、阿里巴巴自营喵速达电器淘宝旗舰店正式上线
2、永辉加快“长短半径”生鲜采购模式建设，在全国共建600个基地
3、运动生活方式品牌lululemon正式进驻北京时尚地标北京SKP
4、蓝瓶咖啡中国内地第二家门店8月5日开业，选址上海静安嘉里中心
5、净水器品牌易开得签约有赞新零售，助力全国经销商落地数字化转型
汽车出行
1、小鹏汽车宣布贯通“西北大环线”充电线路：全长3150km，包含14个自营充电站
2、比亚迪：预计今年年底腾势将进驻全国117城，约270家门店开业
3、登陆港澳电动汽车市场，长城汽车与英之杰集团正式签约合作
4、地平线与MAXIEYE达成战略合作，联合部署高阶行泊一体解决方案
5、现代氢燃料电池重卡将再次出口欧洲，向德国7家企业供应27辆
教育培训
1、俞敏洪：新东方、好未来将继续出资，确保情系远山公益基金会继续为农村孩子提供服务
2、启蒙学习机品牌块乐园发布护眼宝，可实时提醒纠正坐姿
3、四川吉利学院5.3亿元竞得东部新区共约1054亩高等教育用地
4、第57届中国高等教育博览会将于8月4日在西安开幕
5、北师大举办“强师工程”县域教育发展论坛暨“百千万计划”启动会
医疗健康
1、百图生科联合百度开源单序列蛋白结构预测模型，速度提升数百倍
2、数字认证与鸿翼医药达成战略合作，共促医药企业数字化升级建设
3、健民集团拟与平安津村共设合资公司，打造现代化中成药企业
4、阿拉丁：拟4亿元投建阿拉丁药用科研试剂创新研发与生产基地项目
5、谱尼测试：上海华东运营总部、武汉研发检测基地及华中运营总部目前已逐步投产
旅游民宿
1、
2、海南航空推出“海天无限”中转联程产品，跨航组合航班覆盖更广、票价更惠、服务更优
3、2022中国体育文化、体育旅游博览会11月底广州举行
4、广东文旅厅将于8月9日举办文旅推介大会，拟启动文旅消费补贴600万
5、Airbnb爱彼迎发布2022年第二季度财报：史上最强第二季度，实现规模化增长和盈利
区块链
1、苏州发放全国首笔数字人民币知识产权质押贷款
2、福建省发布首个数字藏品行业团体标准《区块链数字藏品通用技术要求》（征求意见稿）
3、微博动漫启动超元星计划，将招募全球各类虚拟偶像并为其提供扶持
4、远光软件两款产品通过国家网信办第九批境内区块链信息服务备案
5、完美世界：“三步走”推动元宇宙游戏实现，已完成虚拟偶像及区块链相关的技术储备
国际视角
1、超越苹果，沙特阿美成全球“最赚钱公司”
2、亚马逊云科技成为德勤威奇托智慧工厂的云服务商，兑现“工业4.0”承诺
3、成功通过中国、韩国反垄断审查，SK海力士完成对韩国芯片代工企业Key Foundry的收购
4、任天堂本财年一季度净销售额3074亿日元，Switch销量累计已达11108万台
5、互联网券商Robinhood宣布将裁员23%，二季度净亏损2.95亿美元
融资收购
1、本土积木潮玩品牌「未及积木」完成千万元级Pre-A轮融资，由诺惟资本独家投资
2、边缘端视频理解技术研发商「辛米尔视觉」完成千万元级天使轮融资，由原子创投独家投资
3、一站式新能源汽车DTC服务平台「集能科技」完成新一轮融资，由钧山私募股权基金领投，老股东峰瑞资本跟投，StarBridge Capital继续担任独家财务顾问
4、数智农文旅AI+数据运营服务商「力石科技」完成1.11亿元C轮融资，由杭州余杭绿产投资有限公司领投，安吉新俊逸睿宏股权投资合伙企业（有限合伙）、浙江兴农创业投资合伙企业（有限合伙）、陕西冠凤投资有限公司、杭州寰创企业管理咨询合伙企业（有限合伙）等跟投
5、高精度GNSS数据服务商「真点科技」获得2.7亿元新一轮融资，由北京北斗星通导航技术股份有限公司、海南云芯投资合伙企业、天津真点智汇管理咨询公司共同增资
6、体外诊断试剂及仪器研发商「先思达生物」完成超亿元B轮融资，由中金资本旗下中金启德基金领投，老股东上海复星继续追投，雷石投资、行至资本、南京市创新投资集团、南京江北科投集团、同人资本等机构跟投
7、国产高通量基因测序仪平台生产商「赛纳生物」完成超2亿元C+轮融资，由中国国有企业结构调整基金二期领投，无锡国联国康健康产业投资中心（有限合伙）跟投
8、实体肿瘤免疫治疗药物开发商「泛恩生物」完成近亿元Pre-A轮融资，由华方资本领投，瑞伏创投、亚宝药业跟投，君义资本担任独家财务顾问
9、数字生殖健康产品研发服务商「孕橙」完成数千万元A轮融资，投资方包括深圳玖川、安吉两山双创基金，老股东启迪之星继续跟投
10、创新抗体药物研发和服务提供商「三优生物」完成数千万元B+轮融资，由华泰紫金旗下紫金弘云基金与华泰国信基金领投，老股东领航新界资本追加投资，前海贝增资产与夏国海先生参与跟投
Today’s highlights
The flagship store on Taobao, Taobao, is officially launched by Alibaba.
StreamLake Kuaishou has set up an independent to B business unit and will launch the StreamLake brand
Jing Dongyun released a new generation of distributed database StarDB 5.0with overall performance acceleration.
Apple China online “flash delivery” service: 3.5 hours of delivery, charge 45 yuan, currently limited to Shanghai
Li Xiaopeng announced that it will run through the “Northwest Grand Ring Line” charging line, with a full-length 3150km.
The summer vacation doubled with the group tour, and Flying Pig launched “free refund one day in advance” and “rescheduling before departure” service.
Fortune 500 announced in 2022: Wal-Mart, Amazon and State Grid of China are among the top three.
Surpassing Apple, Saudi Aramco has become the “most profitable company” in the world.
Important domestic news
1. Kuaishou set up an independent to B business unit, which will launch the StreamLake brand.
2. Jingdongyun released a new generation of distributed database StarDB 5.0with comprehensive performance acceleration.
3. Sinopec and Saudi Aramco signed a memorandum of cooperation on a package of cooperation in Saudi Arabia
4. Hisense Group signed a technical cooperation agreement with Leica camera Company, and the first Leica laser TV will be unveiled in September.
5. Huawei and Jiangxi exchange to strengthen intelligent high-speed cooperation, the related Hongmeng tunnel controller is the first in the country.
6. Domestic chip storage technology catches up with the international first-line level, and Changjiang Storage releases the fourth generation 3D TLC flash memory particles.
7. Shadowstone Insta360 launches AI head camera Link to enter the video conferencing market
8. Huanxin Fund was officially established: the first phase size is 1 billion, which will help the integrated circuit industry in the new area of Hong Kong.
9. Apple China official website officially launched the Apple Store retail store 3-hour express service: currently, only in Shanghai, the charge is 45 yuan
10. 2022 Fortune 500 list: Wal-Mart, Amazon and State Grid of China are in the top three
Government affairs bulletin
1. Ministry of Industry and Information Technology: in the second quarter, the Internet information service complaint platform received a total of 335600 complaints and 54 undesirable mobile phone applications were removed from the shelves.
2. Ministry of Commerce: in the first half of the year, China’s service imports and exports totaled 2.89109 trillion yuan, an increase of 21.6% over the same period last year.
3. National Energy Administration: the overall balance of energy supply and demand in China in the first half of the year, with a new installed capacity of 54.75 million kilowatts of renewable energy.
4. The Ministry of Natural Resources has launched a pilot project for the application of intelligent network-connected automobile high-precision maps, selecting six cities such as Beijing, Shanghai and Guangzhou.
5. The State Administration of traditional Chinese Medicine: the 14th five-year Action Plan of the Grass-roots traditional Chinese Medicine Service capacity Enhancement Project will be implemented.
6. China Automobile Association: the catalogue of the second batch of new energy vehicles going to the countryside in 2022 should be less than 200000 yuan after the model discount is declared.
7. The group standard of “webcast subject Credit Evaluation Index system” is released: full score of 1000, divided into 5 grades.
8. Zhejiang Province has issued a white paper on the development of digital economy for the first time, and its comprehensive strength is firmly in the forefront of the country.
9. Shenzhen: speed up the cultivation of headquarters economy and actively attract national global corporate headquarters and regional headquarters.
10. Sichuan will speed up the completion of the national “calculation of the East and the West” project, and fully build the cluster starting area of Tianfu data center in 2025.
Science and technology communication
1. China Information and Communication Institute has completed the anti-fraud certification of TAG digital advertising traffic for the first batch of advertising platform enterprises.
2. Ming Gallium Semiconductor is expected to complete its production expansion plan by the end of 2023, which will create a complete industrial line of gallium oxide.
3. When the creative storage integrated circuit industry base was built, the annual output value is expected to reach 5 billion yuan after it is put into production.
4. CINNO: sales of folding mobile phones in China in the first half of the year exceeded those in the whole of last year, and Q2 Huawei won the championship.
5. UCIe welcomes the first board members of Chinese mainland. Alibaba and Nvidia enter the Chiplet Ecological Alliance.
Entertainment and film tour
1. Vfine has reached a strategic cooperation with Weizhi Technology to provide public broadcast music solutions for offline enterprises across the country.
2. Celadon game: jointly release the mobile game “the New Chinese Paladin waving the Sword” with the middle-hand game.
3. Jiuzun Digital Mutual Entertainment has officially changed its name to Duoniu Technology. The group’s assets include Renren, online gaming community NGA, etc.
4. Dianghui Network: it is proposed to set up a wholly owned subsidiary in Australia at US $20 million to further promote the development of overseas business.
5. The antique city construction game “Man Tingfang: prosperous in the Song Dynasty” is launched on Steam, which integrates history, plot and strategy elements.
Finance and finance
1. The number of 10 billion quantitative private placement has increased to 30, a record high. At present, the number of 10 billion private placement has reached 112.
2. The first pilot product of China Post Finance for the aged was officially released, with sales exceeding 2 billion yuan an hour.
3. To help enterprises to bail out, the balance of inclusive loans of Chinese banks in Shanghai exceeded 790 billion in the first half of this year.
4. Hongye Futures: listed on IPO of Shenzhen Stock Exchange on August 5th, the initial price is 1.86 yuan per share.
5. the Futures and Derivatives Law has been formally implemented, opening a new chapter in the high-quality development of China’s futures market.
Housing real estate
1. Greenland Holdings has a revenue of 204.736 billion yuan and a net profit of 4.202 billion yuan in the first half of the year.
2. Vanke’s contract sales in the first seven months were 248.98 billion, with 4 new development and logistics real estate projects.
3. The equity sales of country Garden in July were 30.11 billion yuan, and the cumulative equity sales in the previous 7 months were 215.21 billion yuan.
4. Xin Mingzhu, a building ceramics manufacturer, applied for IPO of Shenzhen Stock Exchange to raise 2.009 billion yuan.
5. Hesheng Innovation and Exhibition Group: the total contract sales in the first seven months is about 18.8 billion yuan, and it is proposed to acquire Shanghai Yuyuan Land Project Company with a total contract value of 790 million yuan.
Retail e-commerce
1. Alibaba’s own Meow Sida Appliance Taobao flagship store officially launched.
2. Yonghui has accelerated the construction of the “long and short radius” fresh procurement model, building a total of 600 bases across the country.
3. Sports lifestyle brand lululemon officially stationed in Beijing fashion landmark Beijing SKP
4. The second store of Blue bottle Coffee in mainland China opened on August 5, choosing the location of Shanghai Jing’an Kerry Center.
5. The brand of water purifier is easy to sign a contract with Zanxin retail, which helps the digital transformation of dealers across the country.
Car travel
1. Xiaopeng Motor announced that it will run through the “Northwest Grand Ring Line” charging line: full-length 3150km, including 14 self-charging stations
2. BYD: it is expected that by the end of this year, Tengli will be stationed in 117 cities across the country, with about 270 stores opening.
3. Landing in the electric vehicle market in Hong Kong and Macao, Great Wall Motors officially signed a contract with Yingzhijie Group.
4. Horizon and MAXIEYE have reached strategic cooperation to jointly deploy high-level integrated travel and berthing solutions.
5. Modern hydrogen fuel cell heavy trucks will be exported to Europe again, supplying 27 vehicles to 7 German enterprises.
Education and training
1. Yu Minhong: new Oriental and good Future will continue to contribute money to ensure that the Yuanshan Public Welfare Foundation continues to provide services for rural children.
2. the enlightening learning machine brand block paradise publishes eye protectors, which can remind you to correct your sitting posture in real time.
3. Sichuan Geely University won a total of 1054 mu of land for higher education in the eastern new area with 530 million yuan.
The 57th China higher Education Expo will open in Xi’an on August 4.
5. Beijing normal University holds the County Education Development Forum of “strong teacher Project” and the launching meeting of “10 million Project”.
Medical treatment and health
1. Baitusheng combined with Baidu open source single sequence protein structure prediction model, the speed is increased by hundreds of times.
2. Digital authentication has reached a strategic cooperation with Hongyi Pharmaceutical to promote the digital upgrading of pharmaceutical enterprises.
3. Jianmin Group plans to set up a joint venture with Ping’an Jin Village to build a modern proprietary Chinese medicine enterprise.
4. Aladdin: 400 million yuan will be invested in the project of innovative R & D and production base of Aladdin medicinal scientific research reagents.
5. Poni test: Shanghai East China Operation headquarters, Wuhan R & D and testing Base and Central China Operation headquarters have been gradually put into production.
Tourist accommodation
1 、
2. Hainan Airlines launched “Haitian Infinity” transit products, with wider coverage, more affordable fares and better service for cross-flight combination flights.
3. 2022 China Sports Culture and Sports Tourism Expo will be held in Guangzhou at the end of November.
4. Guangdong Culture and Tourism Hall will hold a promotion conference on culture and tourism on August 9th, and it is proposed to launch a consumption subsidy of 6 million.
5. Airbnb Airbnb released financial results for the second quarter of 2022: the strongest second quarter in history, achieving large-scale growth and profitability
Block chain
1. Suzhou issues the country’s first digital RMB intellectual property pledge loan.
2. Fujian Province publishes the first standard of digital collection industry group, “General Technical requirements for Block chain Digital Collection” (draft for soliciting opinions)
3. Weibo Animation launched the Superstar Project, which will recruit and support all kinds of virtual idols around the world.
4. The two products of Yuanguang Software are put on record through the ninth batch of domestic block chain information service of the State Network Information Office.
5. Perfect World: “three steps” promotes the realization of meta-universe game, and has completed the technology reserve related to virtual idol and block chain.
International perspective
Surpassing Apple, Saudi Aramco becomes the “most profitable company” in the world.
2. Amazon Cloud Technology has become the cloud service provider of Deloitte Wichita Smart Factory, fulfilling the promise of “Industrial 4.0”.
3. After successfully passing the anti-monopoly review in China and South Korea, SK Hynix completed the acquisition of Key Foundry, a Korean chip contract manufacturer.
4. Nintendo’s net sales in the first quarter of this fiscal year are 307.4 billion yen, and Switch sales have reached 111.08 million units.
Internet brokerage Robinhood announced that it will lay off 23% of its staff and make a net loss of $295 million in the second quarter.
Financing acquisition
1. The local brand “less than Building blocks” has completed a 10 million yuan round of Pre-A financing, which is invested exclusively by Nuowei Capital.
2. Simir Vision, a developer of edge video understanding technology, has completed a multi-million yuan angel round financing, which is invested exclusively by Atomic Venture Capital.
3. One-stop new energy vehicle DTC service platform “Collective Energy Technology” completed a new round of financing, led by Junshan Private Equity Fund, followed by old shareholder Fengrui Capital, and StarBridge Capital continued to serve as exclusive financial adviser.
4. Lishi Technology, an AI+ data operation service provider of Mathematical Agricultural Brigade, completed 111 million yuan C round financing, led by Hangzhou Yuhang Green property Investment Co., Ltd., followed by Anji Xin Junyi Ruihong Equity Investment Partnership (limited partnership), Zhejiang Xingnong Venture Capital Partnership (limited partnership), Shaanxi Guanfeng Investment Co., Ltd., Hangzhou Huanchuang Enterprise Management Consulting Partnership (limited partnership) and so on.
5. Real Point Technology, a high-precision GNSS data service, has obtained a new round of financing of 270 million yuan, which will be jointly increased by Beijing Beidou Xingtong Navigation Technology Co., Ltd., Hainan Yunxin Investment Partnership and Tianjin Zhendian Zhihui Management Consulting Co., Ltd.
6. Xiansida Biology, a developer of in vitro diagnostic reagents and instruments, completed round B financing of more than 100 million yuan, led by CICC Capital’s CICC Qide Fund, and the old shareholder Shanghai Fosun continued to chase investment. Thunder Stone Investment, Xingzhi Capital, Nanjing Innovation Investment Group, Nanjing Jiangbei Science Investment Group, Tongren Capital and other institutions follow.
7. Sena Bio, a domestic manufacturer of high-throughput gene sequencer platform, has completed more than 200 million yuan of C + round financing, led by the second phase of China’s State-owned Enterprise structural Adjustment Fund, and followed by Wuxi Guolian Guokang Health Industry Investment Center (limited partnership).
8. Pan en Biology, a developer of solid tumor immunotherapy drugs, has completed nearly 100 million yuan in Pre-A round financing, led by Chinese capital, followed by Ruifu Venture Capital and Yabao Pharmaceutical Co., Ltd., and Junyi Capital served as the exclusive financial adviser.
9. Pregnant Orange, a digital reproductive health product R & D service provider, has completed tens of millions of yuan A round financing, with investors including Shenzhen Jiuchuan and Anji Liangshan mass entrepreneurship and innovation Fund, and the old shareholder Enlightenment Star continues to follow.
10. Innovative antibody drug research and development and service provider Sanyou Biology has completed tens of millions of yuan of B + round financing, led by Huatai Zijin Hongyun Fund and Huatai Guoxin Fund, and the old shareholder led the additional investment of New Territories Capital. Former seashells increased assets and Mr. Xia Guohai participated in the investment.
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