今日看点
✦ 阿里巴巴2023财年Q1营收2055.6亿元，调整后净利润302.5亿元
✦ 中国恒大：退还广州恒大足球场地块土地使用权，亏本回收55.2亿退库款
✦ 快手启动“2022幸福乡村带头人计划”，未来3年发掘和扶持1000+乡村创业者
✦ 虎牙持续创新AI安全应用，行业首创直播实时消音系统
✦ 银泰百货云店总数突破100家，一个月内连开7家新店
✦ 2021中国大数据平台公有云市场：阿里云、亚马逊云科技和华为云位列前三
✦ 金融科技助力文旅创新，工行联合文旅部及全国工商联成立文旅数字金融实验室
✦ 知名财经杂志《福布斯》寻求出售，交易价值或至少达6.3亿美元
国内要闻
1、阿里巴巴发布2023财年第一季度财报：实现营收2055.6亿元，Non-GAAP净利润302.5亿元
2、中国恒大：退还广州恒大足球场地块土地使用权，受让方将支付55.2亿元出让金退库款
3、快手启动“2022幸福乡村带头人计划”，未来3年将发掘和扶持1000+乡村创业者
4、百度百家号打击挂载恶意导流链接行为，遏制网络黑灰产
5、饿了么智能头盔专利获授权，进一步提升骑手安全保障
6、近4年研发投入累计2.79亿元，土巴兔将待合适时机重启IPO
7、彩云科技与海康威视达成战略合作，共同推进防灾减灾领域新技术应用
8、协鑫集成大尺寸系列组件产品获法国碳足迹认证，低碳优势显著
9、招商轮船与中化航运签订长期运输协议，预计运费总额不超25亿美元
10、IDC：2021年中国大数据平台公有云市场规模达33.7亿元，阿里云、亚马逊云科技和华为云位列前三
政务快讯
1、中国铁路12306 App汽车票服务新增10个省份，目前已覆盖30个省份
2、工信部：将研究制定《新能源汽车动力蓄电池回收利用管理办法》和行业急需标准
3、农业农村部公布国家种业阵型企业名单，加快打造种业振兴骨干力量
4、国家药监局：我国化妆品注册备案产品数量达160余万个
5、国家能源局：上半年全国新增130万台充电桩，是去年同期3.8倍
6、广东：到2025年电商快件基本实现不再二次包装
7、浙江：下一步将建设具有全球影响力的数字科技创新中心
8、天津：目前全市有27家专精特新“小巨人”企业有上市计划
9、河南财政今年累计下达资金9.4亿元支持农村公益事业发展
10、福建省水利建设跑出“加速度”，上半年全省完成水利投资230.79亿元
科技通信
1、芯动科技发布国产桌面GPU“风华2号”，拥有强渲染、低功耗、高智能等优势
2、紫光展锐完成穿戴RTOS平台升级，进一步丰富智能穿戴应用生态
3、京东方重庆6代柔性AMOLED生产线完成投资34.7亿元，产能持续爬升
4、力芯微：拟将研发中心建设项目延期至2023年6月
5、不止自研CPU，龙芯中科进军汽车芯片：首款MCU已流片
文娱影游
1、2022暑期档票房破60亿元，《人生大事》暂时领跑
2、网易云音乐升级“听歌识曲”功能，支持听歌、哼唱、说歌词识别
3、虎牙持续创新AI安全应用，行业首创直播实时消音系统
4、国产3A大作《仙剑奇侠传七》PS4/PS5版本正式在亚洲区&欧美地区发售
5、“你要好好的”摇滚演唱会将于8月5日19点在视频号直播，新裤子乐队、唐朝乐队、黑豹乐队等与你摇滚一夏
金融财经
1、央行上海总部：加大对基础设施、交通物流等重点领域的信贷支持
2、邮储银行发放基础设施公募REITs并购贷款，助力实体经济发展
3、民生银行北京分行与中国信保第三营业部全面合作，支持外贸企业高质量发展
4、中国互联网金融协会与人保集团签署合作备忘录，将在保险科技等领域深化合作
5、湖南省农信联社与省农担签署战略合作协议，强强联手推动银担深度融合
住房地产
1、越秀地产城市更新集团联手白云区高新投集团，共同推进超大城市治理
2、武汉经开区与湖北联投就产业园区开发运营等方面达成战略合作
3、中电光谷与洛阳孟津区开展合作，打造洛阳北部核心科技产业社区
4、德才股份联合体签订1.88亿元青岛科技职业学院一期工程合同
5、中海物业中标国家版本馆西安分馆物业服务，项目总建面8.25万平
零售电商
1、名创优品发布盈利预喜：业务韧性增强，净利润同比增长近5成
2、银泰百货云店总数突破100家，一个月内连开7家新店
3、李宁1990浙江首店入驻武林银泰，爱马仕设计师联名款同步限量发售
4、佳沃食品：七月推出2款3R预制菜新品，已在盒马线上、线下销售平台同步上线
5、存在食品安全问题，北京海淀6家必胜客被暂停外卖订餐
汽车出行
1、
2、比亚迪汽车汉家族7月热销25849辆，连续3个月销量破2万
3、吉利旗下几何汽车官宣与华为鸿蒙系统合作，共创全新智慧生态
4、哪吒汽车与京东方精电开启战略合作，深入布局智能座舱及相关解决方案
5、宝马集团与河钢集团签署合作备忘录，2026年起国产宝马将使用绿色汽车用钢
教育培训
1、财政部修订印发《高等学校财务制度》，推动提高高校财务管理水平
2、国内学位信息查询与认证服务调整：由“学位网”调整到“学信网”
3、云思智学发布多款智慧教育新品，以科技助力减负提质增效
4、信而泰正式成为清华大学互联网产业研究院“产学研合作企业”
5、腾讯课堂报告：在线职业培训成求职就业刚需，二季度学习人数同比增长50%
医疗健康
1、药明生物：与阿斯利康达成新冠预防中和抗体恩适得本地化生产战略合作
2、康希诺：正在上海临港建设mRNA新冠疫苗产业化基地，首期规划产能为1亿剂
3、达健生物与永诺生物达成战略合作，联合推进早期癌症精准诊断
4、真实生物：向港交所提交上市申请，已做好准备启动新冠口服药阿兹夫定的商业销售
5、信达生物：与赛诺菲达成多项目战略合作及许可协议，并获其增资3亿欧元认购股份
旅游民宿
1、暑期旅游持续升温，支付宝会员航司权益月领取量上涨超5倍
2、金融科技助力文旅创新，工行联合文旅部及全国工商联成立文旅数字金融实验室
3、全国旅游标准化技术委员会对其发布的行业标准《旅游景区智慧化建设指南》公开征求意见
4、机场更“智慧”，亚洲首条全自动登机桥在成都天府国际机场投入使用
5、石基信息：公司的全新一代云平台酒店信息系统产品石基企业平台已签约
区块链
1、长三角数字创意产业联盟成立元宇宙专业委员会
2、美团联合建设银行发放数字人民币消费券，助力“五五购物节”
3、景域驴妈妈旗下文旅垂直类数字藏品平台“奇驴数藏”正式上线
4、南京艺术学院与南京市鼓楼区签署深化校地战略合作协议，将共建元宇宙设计研究院
5、Instagram将向100多个国家推出数字收藏品，集成Dapper并支持Flow区块链
国际视角
1、苹果App Store第二季度下架43.9万款应用：久未更新
2、格芯正式加入谷歌芯片开源项目，提供180nm技术平台
3、美国知名财经杂志《福布斯》寻求出售，交易价值或至少达6.3亿美元
4、贝索斯旗下蓝色起源完成第六次载人飞行，将6人送到太空旅游
5、共享办公巨头WeWork入驻率首次恢复到疫情前水平，第二季度亏损6.35亿美元
融资收购
1、集成电路设计研发商「禹创半导体」完成近亿元Pre-B轮融资，由宁波优凯领投，南山战新投、宁波草稚星跟投
2、AIoT芯片研发商「奥凌科」完成千万元天使轮融资，投资方为格力集团产投公司以及珠海科创投
3、半导体自动化测试接口方案提供商「泽丰半导体」完成数亿元B轮融资，由超越摩尔领投，鋆昊资本、临港新片区基金、石溪资本、达晨资本、金浦创新、清禾资本、正海资本跟投，现有中芯聚源、合肥产投、高新投继续追加投资
4、工业机器视觉产品研发商「昂视智能」完成A轮融资，由国信资本、卓源资本、松禾资本共同投资
5、乡村振兴数字经济运营商「平普科技」获得3000万元股权融资，由北京首都创业集团全资子公司北京市农业投资有限公司旗下基金投资
6、新能源高压直流接触器产品研发商「维发科技」完成数千万元A轮融资，由毅达资本领投
7、绿色建筑科技服务提供商「银麓科技」获得数千万元新一轮融资，由根基赋能领投，京彩未来智能科技股份有限公司跟投，根基赋能旗下公司广东创新润泽资本投资有限公司参与投资
8、类器官技术研发和转化服务商「科途医学」完成数千万元新一轮融资，由方富资本投资，中关村产业研究院担任独家财务顾问
9、溶瘤病毒药研发商「康万达」完成新一轮融资，由东恒实业集团、华方资本和蓝山投资共同参与
10、创新药物研发商「西西欧艾」完成Pre-A轮融资，由浙江普华资本领投
Today’s highlights
Alibaba earned 205.56 billion yuan in Q1 revenue and 30.25 billion yuan in adjusted net profit in fiscal year 2023.
China Evergrande: return the land use right of Guangzhou Evergrande Football Field and recover 5.52 billion of the refund at a loss.
Kuaishou launched the “2022 Happy Rural leaders Project” to explore and support 1000 + rural entrepreneurs in the next 3 years.
Huan Huya continues to innovate AI security applications, and the industry creates the first live broadcast real-time muffling system.
The total number of Yintai department stores has exceeded 100, and seven new stores have been opened in a month.
In 2021, China’s big data platform public cloud market: Aliyun, Amazon Cloud Technology and Huawei Cloud ranked among the top three
Financial technology promotes the innovation of literature and tourism. ICBC, together with the Department of Culture and Tourism and the all-China Federation of Industry and Commerce, set up the Literature and Tourism Digital Finance Laboratory.
Forbes, a well-known financial magazine, is looking for a sale with a value of at least $630 million.
Important domestic news
1. Alibaba released financial results for the first quarter of fiscal year 2023: revenue of 205.56 billion yuan and net profit of 30.25 billion yuan for Non-GAAP
2. Evergrande, China: if the land use right of the Guangzhou Evergrande Football Field is returned, the transferee will pay 5.52 billion yuan of the transfer fee to refund the treasury.
3. Kuaishou launched the “2022 Happy Rural leaders Project”, which will explore and support 1000 + rural entrepreneurs in the next 3 years.
4. Baidu Baijia cracked down on the behavior of mounting malicious diversion links and curbed network black ash production.
5. The patent for ele.me smart helmet is authorized to further improve the safety and security of riders
6. 279 million yuan has been invested in R & D in the past 4 years, and Tuba Rabbit will restart IPO at the right time.
7. Caiyun Technology and Haikangwei TV have reached strategic cooperation to jointly promote the application of new technologies in the field of disaster prevention and mitigation.
8. Xiexin integrated large-size series components have been certified by French carbon footprint and have remarkable advantages in low carbon.
9. China Merchants Shipping has signed a long-term transport agreement with Sinochem Shipping, and the total freight is expected to be no more than 2.5 billion US dollars.
10. IDC: the public cloud market of China’s big data platform reached 3.37 billion yuan in 2021, with Aliyun, Amazon Cloud Technology and Huawei Cloud ranking in the top three.
Government affairs bulletin
1. China Train 12306 App bus ticket service in China has been added to 10 provinces, which now covers 30 provinces.
2. Ministry of Industry and Information Technology: will study and formulate the “measures for the Management of Recycling and Utilization of Power Storage batteries of New Energy vehicles” and the urgently needed standards for the industry
3. The Ministry of Agriculture, Agriculture and Village publishes the list of national seed industry formation enterprises to speed up the building of the backbone force of the seed industry.
4. State Drug Administration: the number of registered cosmetics products in China has reached more than 1.6 million.
5. National Energy Administration: 1.3 million new charging piles were added in the first half of the year, 3.8 times that of the same period last year.
6. Guangdong: by 2025, e-commerce express will basically achieve no secondary packaging.
7. Zhejiang: the next step is to build a digital science and technology innovation center with global influence
8. Tianjin: at present, 27 specialized “Little Giant” enterprises in the city have listing plans.
9. Henan Finance has allocated a total of 940 million yuan this year to support the development of rural public welfare undertakings.
10. Water conservancy construction in Fujian Province experienced an “acceleration”, and the province completed 23.079 billion yuan of water conservancy investment in the first half of the year.
Science and technology communication
1. Core Technology released domestic desktop GPU “Fenghua 2”, which has the advantages of strong rendering, low power consumption, high intelligence and so on.
2. Ziguang has completed the upgrade of the wearable RTOS platform to further enrich the ecology of smart wearable applications.
3. BOE Chongqing sixth-generation flexible AMOLED production line has completed an investment of 3.47 billion yuan, and its production capacity has continued to climb.
4. Li Xin Wei: it is proposed to postpone the construction project of the R & D center until June 2023.
5. Not only self-developed CPU, Godson Zhongke entered the automotive chip: the first MCU has been filtered
Entertainment and film tour
1. The summer ticket stall room in 2022 broke 6 billion yuan, and “life events” took the lead temporarily.
2. NetEase Yun Music upgraded the function of “listening to songs and knowing songs” to support the recognition of listening, humming and speaking lyrics.
3. Tiger continues to innovate the security application of AI, and the industry creates the first live broadcast real-time muffling system.
4. The PS4/PS5 version of the domestic 3A masterpiece “the Legend of the Swordsman” is officially on sale in Asia & in Europe and America.
5. The “you be good” rock concert will be broadcast live on the video number at 19:00 on August 5th. New Pants, Tang Dynasty Band, Black Panther Band and so on will rock with you all summer.
Finance and finance
1. Central Bank headquarters in Shanghai: increase credit support for key areas such as infrastructure, transportation and logistics.
2. The Postal savings Bank issues infrastructure public offering REITs M & A loans to boost the development of the real economy.
3. Minsheng Bank Beijing Branch cooperates fully with the third Business Department of China Credit Insurance to support the high-quality development of foreign trade enterprises.
4. China Internet Finance Association and PICC have signed a memorandum of cooperation, which will deepen cooperation in insurance science and technology and other fields.
5. Hunan Rural Credit Union signed a strategic cooperation agreement with provincial farmers, and joined hands to promote the deep integration of Yindan.
Housing real estate
1. Yuexiu Real Estate City Renewal Group joined hands with Baiyun District High-tech Investment Group to promote mega-city governance.
2. Wuhan Economic Development Zone and Hubei Liantou have reached strategic cooperation on the development and operation of industrial parks.
3. CLP Optical Valley cooperates with Mengjin District of Luoyang to build the core science and technology industry community in the north of Luoyang.
4. The consortium of talents and morals signed the first phase project contract of Qingdao Vocational College of Science and Technology with 188 million yuan.
5. The property service of Xi’an Branch of the National version of China Shipping property, with a total construction area of 82500 square meters.
Retail e-commerce
1. Famous quality products release profit pre-gratification: business resilience is enhanced, and net profit increases by nearly 50% compared with the same period last year.
2. The total number of Yintai department stores has exceeded 100, and seven new stores have been opened in one month.
3. Li Ning 1990 Zhejiang first store settled in Wulin Yintai, Herm è s designers co-signed limited sale at the same time
4. Jiawo Foods: two new 3R prefabricated dishes were launched in July, which have been launched simultaneously on the online and offline sales platforms.
5. There are food safety problems. Six Pizza Hut restaurants in Haidian, Beijing have been suspended from ordering food.
Car travel
1 、
2. The Han family of BYD cars sold 25849 cars in July, with sales exceeding 20, 000 for three consecutive months.
3. Geometry Automotive official Xuan of Geely cooperates with Huawei Hongmeng system to create a new wisdom ecology.
4. Nezha Automobile and BOE Jingdian start strategic cooperation to deeply layout intelligent cockpit and related solutions.
5. BMW Group and Hegang Group signed a memorandum of cooperation that domestic BMW will use green automotive steel from 2026.
Education and training
1. The Ministry of Finance has revised and issued the Financial system of institutions of higher Learning to promote the improvement of financial management in colleges and universities.
2. Adjustment of domestic degree information inquiry and certification service: from “degree network” to “credit network” & nbsp
3. Yun Si Zhi Xue has released a variety of new wisdom education products to reduce burden, improve quality and increase efficiency with science and technology.
4. Xin Ertai has officially become an industry-university-research cooperative enterprise of the Internet Industry Research Institute of Tsinghua University.
5. Tencent classroom report: online vocational training has become a rigid demand for employment, and the number of learners increased by 50% in the second quarter compared with the same period last year.
Medical treatment and health
1. Yao Ming Biology: reached a strategic cooperation with AstraZeneca on COVID-19 ‘s localized production of neutralizing antibodies.
2. Kangxinuo: the industrialization base of mRNA COVID-19 vaccine is being built in Shanghai Lingang, with a planned production capacity of 100 million doses in the first phase.
3. Dajian biology and Yongnuo biology have reached strategic cooperation to jointly promote the accurate diagnosis of early cancer.
4. Real biology: submit a listing application to the Hong Kong Stock Exchange and be ready to launch the commercial sale of COVID-19 ‘s oral drug azivudine.
5. Cinda Biology: reached a multi-project strategic cooperation and licensing agreement with Sanofi, and received an additional 300 million euros to subscribe for shares.
Tourist accommodation
1. Summer tourism continues to heat up, and the monthly intake of navigation department rights and interests of Alipay members has increased by more than 5 times.
2. Financial science and technology promotes the innovation of literature and tourism. ICBC, together with the Culture and Tourism Department and the all-China Federation of Industry and Commerce, set up the Literature and Tourism Digital Finance Laboratory.
3. The National Tourism Standardization Technical Committee openly solicited opinions on the industry standard “Guide to Intelligent Construction of Scenic spots” issued by it.
4. The airport is more “intelligent”. The first fully automatic boarding bridge in Asia has been put into use at Chengdu Tianfu International Airport.
5. Shiji Information: the company’s new generation of cloud platform hotel information system product Shiji enterprise platform has been signed.
Block chain
1. The Yangtze River Delta Digital Creative Industry Alliance sets up a meta-universe professional committee.
2. Meituan jointly with the Construction Bank issues digital RMB consumption coupons to help the May 5th Shopping Festival.
3. Jingyu Donkey Mother’s Literature and Travel Vertical Digital Collection platform “Qi Donkey Collection” has been officially launched.
4. Nanjing Art Institute and Gulou District of Nanjing signed an agreement to deepen the strategic cooperation between the school and the place, and will jointly build the meta-universe design and research institute.
5. Instagram will launch digital collections in more than 100 countries, integrate Dapper and support Flow blockchain
International perspective
1. Apple App Store removed 439000 apps in the second quarter: it hasn’t been updated for a long time.
2. GE Core has formally joined the Google Chip open source project to provide a 180nm technology platform.
3. Forbes, a well-known American financial magazine, seeks to sell, with a transaction value of at least $630 million.
4. Bezos’ Blue Origin completed its sixth manned flight, sending six people to space tourism.
5. The occupancy rate of the shared office giant WeWork returned to its pre-epidemic level for the first time, with a loss of $635 million in the second quarter.
Financing acquisition
1. Integrated circuit design and development company Yuchuang Semiconductor has completed nearly 100 million yuan Pre-B round financing, led by Ningbo Youkai, Nanshan War New Investment and Ningbo Caochuxing Investment.
2. Olinco, an AIoT chip developer, has completed a 10 million yuan angel round of financing, with investors from Gree Group and Zhuhai Science and Technology Venture Capital.
3. Zefeng Semiconductor, a semiconductor automation test interface solution provider, has completed hundreds of millions of yuan B round financing, led by more than Moore, Lianhao Capital, Lingang New area Fund, Shixi Capital, Dachen Capital, Jinpu Innovation, Qinghe Capital and Zhenghai Capital. SMIC Juyuan, Hefei production Investment and High-tech Investment continue to make additional investments.
4. Onvision Intelligence, a developer of industrial machine vision products, completed round A financing, which was jointly invested by Guoxin Capital, Zhuoyuan Capital and Songhe Capital.
5. Rural revitalization digital economy operator “Pingpu Technology” received 30 million yuan of equity financing, which was invested by Beijing Agricultural Investment Co., Ltd., a wholly-owned subsidiary of Beijing Capital Venture Group.
6. Weifa Technology, a developer of new energy high voltage DC contactor products, has completed tens of millions of yuan A round financing, led by Yida Capital.
7. Yinlu Technology, a green building technology service provider, has obtained tens of millions of yuan in a new round of financing, led by Foundation Endowment, followed by Jingcai Future Intelligent Technology Co., Ltd. its subsidiary, Guangdong Innovation Runze Capital Investment Co., Ltd., participates in the investment.
8. Ketu Medical, a research and development and transformation service provider of organ-like technology, has completed a new round of financing of tens of millions of yuan, invested by Fangfu Capital, and Zhongguancun Industrial Research Institute as the exclusive financial adviser.
9. Kang Wanda, a developer of oncolytic drugs, has completed a new round of financing, with the participation of Dongheng Industrial Group, Huafang Capital and Lanshan Investment.
10. Innovative drug developer “Sisioai” completes Pre-A round financing, led by Zhejiang Puhua Capital.
相关文章