今日看点
✦ 京东物流投用新疆最大产地智能供应链中心，农特产品最快48小时送达全国
✦ “抖音818发现好物节”上线，全域兴趣电商助力“国潮好物”销售
✦ 腾讯看点App将于8月16日停止运营，QQ看点变为“小世界”
✦ 优酷第一财季日均付费用户同比增长15%，连续五个季度亏损同比收窄
✦ 布局婚庆业务，喜茶推出领证送茶和喜宴团餐优惠业务
✦ 网易传媒推出“网易新闻数字藏品馆”，拓展元宇宙长效全景营销边界
✦ 北京出台国内首个数字人产业专项政策，预计2025年产业规模将破500亿元
✦ 亚马逊拟17亿美元收购机器人公司iRobot，深化消费机器人领域布局
国内要闻
1、腾讯看点App将于8月16日起正式停止运营，QQ看点变为“小世界”
2、京东物流投用新疆最大产地智能供应链中心，农特产品最快48小时送达全国
3、华为与广州地铁集团签署战略合作协议：共同驱动数字化转型，打造“轨道上的大湾区”
4、浪潮集团与中国稀土集团签署战略合作协议，助推稀土产业数字化转型
5、万国数据与临港浦江国际科技城、壁仞科技达成战略合作，共建算力共享平台
6、布局婚庆业务，喜茶推出领证送茶和喜宴团餐优惠业务
7、金山办公WPS发布KCT认证计划，打造办公软件培训行业“黄埔军校”
8、卡特兔亿元战略合作新潮传媒，为2.5亿中国宝宝匠心打造儿童成长鞋
9、中科星图：星图地球将于8月正式推出时空大数据云服务平台“星图地球数据云”
10、潍柴动力发布三款全新大马力发动机，强势引领中国大马力重卡节能新时代
政务快讯
1、中国消费者协会联手中国焙烤食品糖制品工业协会，将共同对月饼过度包装进行消费监督
2、海关总署：前7个月我国外贸进出口总值23.6万亿元，同比增长10.4%
3、北京出台国内首个数字人产业专项政策，预计2025年产业规模将破500亿元
4、河北省第三代半导体产业创新联合体成立，未来5年有望培育出一个千亿级新兴产业
5、深圳发布推动小型微型工业企业上规模发展行动方案，三年拟新增“规做精”企业超5000家
6、上海港7月集装箱吞吐量创历史同期新高，前七个月实现同比正增长
7、重庆：“十四五”期间将启动30余个TOD项目建设
8、安徽省上半年绿色食品产业产值逾5355亿元
9、山西：《山西省中医药条例》正式实施，全力推进山西中医药强省建设
10、云南省出台政策措施提升咖啡精品率和精深加工率，努力建成全球重要精品咖啡产区
科技通信
1、国产GPU扎堆发布，壁仞科技宣布8月9日发布其首款产品
2、盛美上海：拟投资7.48亿元建设高端半导体设备拓展研发项目
3、中国铁塔：已新建约70万座通信铁塔，物理站址数达210万
4、山西移动发布全光Wi-Fi产品，助力万余家庭迈入真千兆新时代
5、中国联通助力国网山东电力建成全国首个广域电力5G专网试验外场
文娱影游
1、优酷：第一财季日均付费用户同比增长15%，连续五个季度亏损同比收窄
2、网易云音乐与梦响强音达成合作，《好声音》系列回归
3、中手游与环球影业、梦工场动画达成IP授权改编手游合作，将推出手游《梦工场联盟》
4、中国移动咪咕携手国际马联打造马术频道，“5G+全体育”助力马术运动破圈
5、第十二届北影节设置港片特别单元，4K修复版《少林寺》《黄飞鸿》将亮相
金融财经
1、银保监会：我国已有33家保险资管公司，管理总资产超过20万亿元
2、中证协发布最新场外期权交易商名单：共44家券商在列，其中5家进入过渡期
3、陆金所控股：上半年实现净利润82.26亿元，二季度86.1%新增借款流向小微企业主
4、成都银行：证券投资基金托管资格已获得证监会核准
5、合合信息与浪潮信息战略签约，共同推动金融AI应用创新
住房地产
1、贝壳研究院：28个大中城市平均住房空置率为12%，深圳、北京、上海最低
2、华夏幸福已签约实现债务重组金额1197亿，剩余未偿还债务464亿
3、中国奥园：近九成房地产项目按计划及进度进行，将继续确保项目竣工交付
4、中国华融与阳光集团签署纾困战略合作协议，旨在落实保交楼政策
5、汤臣集团拟1.93亿港元收购香港海富中心物业，或用作香港总部
零售电商
1、“抖音818发现好物节”上线，全域兴趣电商助力“国潮好物”销售
2、京东电器与海伦堡商业完成战略签约，京东MALL云南首店将“落户”昆明海乐城
3、中国李宁首家城市定制店在北京西单开业：运动基因融合城市文化，零售体验全新升级
4、中国邮政成都开出蓉邮生活超市，计划今年开105个店中店
5、Tims咖啡与腾讯电竞在上海新开一家联名店，探索Z世代“超级数字场景”
汽车出行
1、科大讯飞与奇瑞艾瑞泽8全面深化战略合作，行业首发“AI智教”系统
2、中国荣威发布“珠峰”“星云”两大整车技术底座，全速驶入智能新能源赛道
3、阿维塔与bp签署长期战略合作协议，推进高压快充网络建设
4、AMD宣布将与亿咖通科技合作，携手打造下一代车载计算平台
5、捷顺科技发布找车位2.0，构建车位供给交易撮合平台
教育培训
1、华为与多家南京高校签约昇腾“众智项目”，加速推动区域高校AI教学实践创新和人才培养
2、三节课与美国在线学习与培训平台Udemy达成战略合作，将代理Udemy在中国区全部业务
3、中教云落地成都市七中育才学校，联合打造智慧教育新样板
4、统信教育发布高校信创实训室解决方案，助力教育数字化高质量发展
5、优必选科技发布数字经济技能人才教育解决方案，全链路培养产业人才
医疗健康
1、白云山：拟以10.03亿元收购联合美华所持广州医药18.18%股份
2、远大医药拟不超2.7亿元收购湖北八峰100%股权，进一步拓展高品质氨基酸产业布局
3、武汉艾米森与罗氏诊断签约，深耕肿瘤早筛早诊领域
4、三生国健苏州基地抗体药物生产项目开工，总投资约10亿元
5、上海医药与香港科技园、上海生物医药基金签署战略合作备忘录，共建生物医药国际创新平台
旅游民宿
1、深圳机场：拟选定深免集团为T3航站楼免税店招租项目中标人
2、汽车之家与马蜂窝跨界共创“城市露营计划”，引领露营生活新潮流
3、海南游艇搭上“移动”快车，七大领域合作助推游艇旅游信息化建设
4、洲际酒店：接下来70%的开业酒店、85%的筹建酒店位于二至四线城市
5、艺龙酒店科技与交旅集团就韶山南站综合客运枢纽站研学中心项目签署战略合作协议
区块链
1、河南省区块链产业园区正式揭牌，力争到2025年培育10家龙头企业
2、场景再拓展，苏州自贸片区落地首笔数字人民币信保贸易融资
3、网易传媒上线“网易新闻数字藏品馆”，同时发布创世徽章数字藏品“易闻天下”
4、圆明园首发“创世徽章”“并蒂圆明”两款数字藏品，正式开启“圆明园元宇宙”
5、为庆祝创刊70周年，重庆日报与科大讯飞联合出品“与《重庆日报》同行”数字纪念藏品
国际视角
1、英特尔否认Meteor Lake处理器延期，消费级芯片仍将于2023年上市
2、三星电子将向印度第二大无线通信商Bharti Airtel供应5G设备
3、SK海力士宣布开发出238层NAND闪存芯片，拟明年上半年量产
4、亚马逊拟以17亿美元现金收购机器人公司iRobot，深化其在消费机器人领域布局
5、马斯克旗下SpaceX再获2.5亿美元融资，年内累计融资已达20亿美元
融资收购
1、云原生实时3D引擎研发商和协作平台提供商「松应科技」获得数百万美元种子轮融资，由红杉中国种子基金和云启资本联合领投
2、云原生DevOps平台「简单云」获得数千万元A轮融资，由蓝湖资本独家投资
3、保险科技企业「白鸽在线」完成数千万元A+轮融资，投资方为美亚梧桐基金
4、潮流速食品牌「莫小仙」完成近亿元B+轮融资，由亚洲食品基金持续加注，青桐资本担任长期独家财务顾问
5、全球摄影摄像配件品牌「Ulanzi」完成数千万元A轮融资，由坚果资本独家投资，星汉资本担任独家财务顾问
6、电动两轮车智能换电服务提供商「宇谷科技」完成数亿元C轮融资，由深创投领投，中信证券投资、禹闳资本、杭金投、浙报传媒等机构跟投
7、汽车电子电源类芯片研发商「湃晟芯」完成千万元级天使轮融资，由个人投资者王洪魁、芯汇投资、一旗力合、济擎元电子科技等投资
8、全栈高性能微控制器Plus芯片设计厂商「列拓科技」完成数千万元Pre-A轮融资，由毅达资本独家投资
9、空间气象数据生产及应用服务商「云遥宇航」完成近亿元Pre-A+轮融资，由中卫颐和投资领投，高脉联合家族办公室跟投，老股东元航资本追加投资
10、负氧离子技术研发商「清大高端」完成千万元级Pre-A轮融资，由九强生物董事长邹左军领投
11、体外诊断试剂产品研发商「缔蓝生物」完成数千万元A轮融资，由赛智伯乐领投，浙江来益、中赢投资参与跟投
12、细胞再生医学技术研发商「星赛瑞真」完成4500万元种子轮融资，投资方为复星医药旗下孵化基金复健资本新药创新基金
13、制剂改良型新药研发商「奥全生物」完成近亿元B轮融资，由德屹资本领投，招商证券投资跟投，原有股东凯泰资本、张科禾润、乔贝资本继续加码
14、生物药CDMO服务提供商「智享生物」完成超5亿元C轮融资，由清松资本和高榕资本联合领投，富汇创投、信银投资北京、方正证券投资、文华海汇等跟投，三江资本担任独家财务顾问
15、基因编辑技术研发商「益杰立科」完成Pre-A轮融资，由晨兴创投，煕诚金睿、三一创新和泰煜资本共同投资，天使轮股东源来资本继续参与
Today’s highlights
JD.com Logistics is used in the intelligent supply chain center of the largest producing area in Xinjiang, and the agricultural products will be delivered to the whole country in 48 hours at the earliest.
“Douyin 818 Discovery good things Festival” was launched, and e-commerce with global interest helped the sales of “national tide good things”.
Tencent Kandian App will stop operation on August 16th, and QQ will become a “small world”.
The average number of daily paying users of Youku increased by 15% in the first quarter compared with the same period last year, and the loss narrowed for five consecutive quarters compared with the same period last year.
Xi layout wedding business, Xi Tea launched license to send tea and wedding banquet group meal discount service
NetEase Media launched “NetEase News Digital Collection” to expand the long-term panoramic marketing boundary of Yuan Universe.
Beijing has issued the first special policy on digital human industry in China, and it is estimated that the industrial scale will exceed 50 billion yuan in 2025.
Amazon plans to acquire robotics company iRobot for 1.7 billion US dollars, deepening the layout of the consumer robot field.
Important domestic news
1. Tencent Kandian App will officially stop operation from August 16, and the focus of QQ will become “small world”.
2. JD.com Logistics uses the intelligent supply chain center of the largest producing area in Xinjiang, and the agricultural products will be delivered to the whole country in 48 hours at the earliest.
3. Huawei and Guangzhou Metro Group signed a strategic cooperation agreement to jointly drive digital transformation and create a “Great Bay area on the track”.
4. Tide Group and China rare Earth Group signed a strategic cooperation agreement to promote the digital transformation of rare earth industry.
5. Wanguo data has reached strategic cooperation with Lingang Pujiang International Science and Technology City and Bishu Science and Technology to build a computing power sharing platform.
6. layout the wedding business, and Xicha launched license delivery tea and wedding banquet group meal discount service.
7. Jinshan Office WPS issued a KCT certification program to create a “Whampoa military Academy” in the office software training industry.
8. Carter Rabbit has a strategic cooperation of 100 million yuan with trendy media to create children’s growth shoes for 250 million Chinese babies.
9. Chinese science star map: star map Earth will officially launch the space-time big data cloud service platform “Star Map Earth data Cloud” in August.
10. Weichai Power released three new high-horsepower engines, leading a new energy-saving era of heavy trucks in China.
Government affairs bulletin
1. China Consumer Association, together with China Bakery Sugar products Industry Association, will jointly supervise the consumption of excessive packaging of moon cakes.
2. General Administration of Customs: the total value of China’s imports and exports in the first seven months was 23.6 trillion yuan, an increase of 10.4 percent over the same period last year.
3. Beijing has issued the first special policy on digital human industry in China, and it is estimated that the industrial scale will exceed 50 billion yuan in 2025.
4. The innovation consortium of the third generation semiconductor industry in Hebei Province has been established, and it is expected to cultivate a hundreds of billions of new industries in the next five years.
5. Shenzhen has issued an action plan to promote the large-scale development of small and micro-industrial enterprises, with more than 5000 new “well-regulated” enterprises to be added in three years.
6. The container throughput of Shanghai Port reached an all-time high in July, with a positive year-on-year growth in the first seven months.
7. Chongqing: more than 30 TOD projects will be launched during the 14th five-year Plan.
8. The output value of green food industry in Anhui Province exceeded 535.5 billion yuan in the first half of the year.
9. Shanxi: the regulations of Shanxi Province on traditional Chinese Medicine have been formally implemented to promote the construction of a strong province of traditional Chinese medicine in Shanxi.
10. Yunnan Province has introduced policies and measures to improve the rate of high-quality coffee and deep processing, and strive to build an important global boutique coffee producing area.
Science and technology communication
1. China-made GPU was released in a pile, and Bishi Technology announced the release of its first product on August 9th.
2. Shengmei Shanghai: it plans to invest 748 million yuan to build a high-end semiconductor equipment R & D project.
3. China Tower: about 700000 communication towers have been built, and the number of physical sites has reached 2.1 million.
4. Shanxi Mobile released all-optical Wi-Fi products to help more than 10,000 families enter a new era of true gigabytes.
5. China Unicom helps Shandong Electric Power, the national network, to build the country’s first wide area 5G special network test outfield.
Entertainment and film tour
1. Youku: the average number of daily paying users increased by 15% in the first quarter compared with the same period last year, and the loss narrowed for five consecutive quarters compared with the same period last year.
2. NetEase Yun Music and Mengxiangqiang have reached a cooperation, and the series of “good Voice” has returned.
3. Middle-hand Games has reached an IP-authorized cooperation with Universal Pictures and DreamWorks Animation to adapt mobile games, and will launch the Mobile Game “DreamWorks Alliance”.
4. China Mobile Migu joined hands with the International Equestrian Federation to build an equestrian channel. “5G + all Sports” helps equestrian sports break laps.
5. The 12th Beijing Film Festival has set up a special unit for Hong Kong films, and the 4K restored version of “Shaolin Temple” and “Huang Feihong” will appear.
Finance and finance
1. Bancassurance Regulatory Commission: there are 33 insurance asset management companies in China, with total assets under management exceeding 20 trillion yuan.
2. The China Securities Association released the latest list of over-the-counter options dealers: a total of 44 securities firms are on the list, 5 of which have entered the transitional period.
3. Lufax Holdings: the net profit in the first half was 8.226 billion yuan, and 86.1% of the new loans went to small and micro business owners in the second quarter.
4. Bank of Chengdu: the custodian qualification of securities investment funds has been approved by the Securities Regulatory Commission
5. Contract with information and tide information strategy to jointly promote financial AI application innovation.
Housing real estate
1. Shell Research Institute: the average vacancy rate of housing in 28 large and medium-sized cities is 12%, with the lowest in Shenzhen, Beijing and Shanghai.
2. Huaxia Happiness has signed a contract to realize debt restructuring of 119.7 billion yuan and remaining outstanding debts of 46.4 billion yuan.
3. China Olympic Garden: nearly 90% of the real estate projects are carried out on schedule and will continue to ensure the completion and delivery of the project.
4. China Huarong signed a strategic cooperation agreement with Sunshine Group to implement the Baojiaolou policy.
5. Thomson Group intends to acquire the property of Hong Kong Haifu Centre for HK $193 million or use it as its headquarters in Hong Kong.
Retail e-commerce
1. “Douyin 818 Discovery good things Festival” was launched, and e-commerce with global interest helped the sales of “national tide good things”.
2. JD.com Electric Appliances has signed a business completion strategy with Hailenburg, and JD.com MALL’s first store in Yunnan will “settle down” in Kunming Hailue City.
3. Li Ning’s first urban customized store opened in Xidan, Beijing: sports genes integrate urban culture, and retail experience is upgraded.
4. China Post has opened a Chengdu Post Life supermarket in Chengdu, and plans to open 105 stores this year.
5. Tims Coffee and Tencent Esports opened a new joint store in Shanghai to explore the “super digital scene” of Generation Z.
Car travel
1. IFLYTEK and Chery Arize 8 comprehensively deepen strategic cooperation and launch the “AI intellectual Education” system in the industry.
2. China Roewe released “Everest” and “Nebula” two full-vehicle technical bases, driving into the intelligent new energy track at full speed.
3. Avita and bp signed a long-term strategic cooperation agreement to promote the construction of high-voltage fast charging network.
4. AMD announced that it will work with Yijiatong Technology to create the next generation of on-board computing platform.
5. Jieshun Technology released parking space 2.0 to build a trading platform for the supply of parking spaces.
Education and training
1. Huawei has signed a contract with a number of universities in Nanjing to accelerate the innovation of AI teaching practice and personnel training in regional colleges and universities.
2. Three classes have reached a strategic cooperation with Udemy, an AOL learning and training platform, and will represent all the business of Udemy in China.
3. Middle School Yun landed in Chengdu No. 7 Middle School to jointly create a new model of wisdom education.
4. Tongxin Education publishes the solution of Xinchuang training room in colleges and universities to promote the digital and high-quality development of education.
5. Youbixuan Science and Technology publishes a solution for the education of skilled talents in the digital economy to train industrial talents through the whole link.
Medical treatment and health
1. Baiyunshan: it is proposed to acquire 18.18% of Guangzhou Pharmaceutical held by United Meihua for 1.003 billion yuan.
2. Broad Pharmaceutical plans to acquire 100% equity of Bafeng in Hubei Province with no more than 270 million yuan to further expand the layout of high-quality amino acid industry.
3. Wuhan Emerson signed a contract with Roche Diagnostics to deeply cultivate the field of early screening and early diagnosis of tumors.
4. Sansheng Guojian Suzhou base antibody drug production project started, with a total investment of about 1 billion yuan.
5. Shanghai Pharmaceutical, Hong Kong Science and Technology Park and Shanghai Biopharmaceutical Fund signed a memorandum of strategic cooperation to jointly build an international biomedical innovation platform.
Tourist accommodation
1. Shenzhen Airport: it is proposed to select Shenzhen Free Group as the winning bidder for the rental project of duty-free shops in Terminal T3.
2. Car House and Hornet’s nest jointly create the “Urban Camping Plan”, leading a new trend of camping life.
3. Hainan yachts get on the “mobile” express, and seven major fields cooperate to promote the information construction of yacht tourism.
4. Continental Hotel: the next 70% of the open hotels and 85% of the planned hotels are located in second-to fourth-tier cities.
5. Yilong Hotel Science and Technology and Transportation Group signed a strategic cooperation agreement on the research center project of Shaoshan South Railway Station Comprehensive passenger Transport Hub Station.
Block chain
1. Henan Block chain Industrial Park is officially unveiled, striving to cultivate 10 leading enterprises by 2025.
2. The scene was expanded again, and the first digital RMB credit insurance trade financing was launched in Suzhou Free Trade area.
3. NetEase Media launched the “NetEase News Digital Collection” and released the creation badge digital collection “easy to hear the World”.
4. Old Summer Palace launched two digital collections of “creation badge” and “Yuanming”, which officially opened the “Old Summer Palace Yuan Universe”.
5. To celebrate the 70th anniversary of its publication, Chongqing Daily and iFLYTEK jointly produced a digital commemorative collection of “Walking with Chongqing Daily”.
International perspective
1. Intel denies that Meteor Lake processors have been postponed and consumer chips will still be available in 2023.
2. Samsung Electronics will supply 5G devices to Bharti Airtel, the second largest wireless carrier in India.
3. SK Hynix announced the development of 238 layers of NAND flash memory chips, which are scheduled for mass production in the first half of next year.
4. Amazon plans to acquire robotics company iRobot for US $1.7 billion in cash to deepen its layout in the field of consumer robots.
5. Musk’s SpaceX has received another $250 million in financing, with a cumulative financing of $2 billion this year.
Financing acquisition
1. Cloud original real-time 3D engine developer and collaboration platform provider Songying Technology has received multimillion-dollar seed round financing, jointly led by Sequoia Capital China seed fund and Yunqi Capital.
2. Cloud original DevOps platform “simple Cloud” received tens of millions of yuan A round financing, which was invested exclusively by Blue Lake Capital.
3. Baidove online, an insurance technology company, has completed tens of millions of yuan of A + round financing, and the investor is the American and Asian Indus Fund.
4. Trendy fast food brand “Mo Xiaoxian” has completed nearly 100 million yuan of B + round financing, which has been continuously raised by the Asian Food Fund, and Qingtong Capital has served as a long-term exclusive financial adviser.
5. The global camera accessories brand “Ulanzi” has completed tens of millions of yuan A round financing, which is invested exclusively by Nuts Capital, and Xinghan Capital acts as the exclusive financial adviser.
6. Yugu Technology, an intelligent power exchange service provider for electric two-wheelers, has completed hundreds of millions of yuan in round C financing, led by Shengchuang Investment, followed by CITIC Securities Investment, Yu Hong Capital, Hangjin Investment, Zhejiang News Media and other institutions.
7. Automotive electronic power chip developer “Luo Shengxin” completed 10 million yuan angel round financing, invested by individual investor Wang Hongkui, Xinhui Investment, Yiqi Lihe, Jijingyuan Electronic Technology and so on.
8. Full-stack high-performance microcontroller Plus chip designer “Leto Technology” has completed tens of millions of yuan Pre-A round financing, which is invested exclusively by Yida Capital.
9. Space weather data production and application service provider Yunyao Aerospace has completed nearly 100 million yuan Pre-A+ round financing, led by Zhongwei Yi and Investment, followed by Gaomai United family office, and the old shareholder Yuanhang Capital added investment.
10. Negative oxygen ion technology developer “Tsinghua University High end” completed 10 million yuan Pre-A round financing, led by Zou Zuojun, chairman of the top nine biological companies.
11. Blue Biology, a developer of in vitro diagnostic reagents, has completed tens of millions of yuan A round financing, led by Saizhi Bole, and followed by Zhejiang Laiyi and Zhongsheng Investment.
12. Xingsai Ruizhen, a research and developer of cell regenerative medicine technology, has completed 45 million yuan of seed round financing, and the investor is the Fosun Pharmaceutical incubation Fund, Rehabilitation Capital New Drug Innovation Fund.
13. The preparation-improved new drug developer “Aoquan Biology” completed nearly 100 million yuan in round B financing, led by Deyi Capital, followed by China Merchants Securities Investment, and the original shareholders Kaitai Capital, Zhang Kehe run and Qiaobei Capital continued to increase.
14. Biopharmaceuticals CDMO service provider “Smart Biology” completed over 500 million yuan C round financing, led by Qingsong Capital and Banyan Capital, followed by Fuhui Venture Capital, Xinyin Investment Beijing, founder Securities Investment, Wenhua Haihui, etc., and Sanjiang Capital served as the exclusive financial adviser.
15. Gene editing technology developer “Yijielico” completed the Pre-A round financing, jointly invested by Morningside Venture Capital, Yicheng Jinrui, Sany Innovation and Taiyu Capital, and Angel Wheel shareholders continued to participate.
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