互联网早报 – 8月9日 星期二 – 雷军年度演讲定档8月11日，五菱新能源销量突破100万辆，软银单季亏234亿美元创纪录

今日看点

✦ 阿里巴巴：自愿转换为于港交所双重主要上市，预计2022年底前生效

✦ 雷军：将于8月11日举办年度演讲，主题为“穿越人生低谷的感悟”

✦ 美团打车在沪设立“高峰好叫车”联合办公室，聚焦解决高峰打车难题

✦ 苏宁易购818全国启动30场家电家装博览会，首站8月13日落地南京

✦ 中国五菱新能源销量突破100万辆，成全球最快达成新能源百万销量的车企

✦ 产业互联网成业绩增长“第一引擎”，中国联通2022年上半年云业务营收翻番

✦ 超越亚马逊，中国跨境电商巨头SHEIN二季度美国下载量创新高

✦ 受全球科技股股价暴跌拖累，软银最新财季净亏损234亿美元再创纪录

国内要闻

1、阿里巴巴：自愿转换为于港交所双重主要上市，生效日期预计为2022年底前

2、雷军：将于8月11日举办年度演讲，主题为“穿越人生低谷的感悟”

3、产业互联网成业绩增长“第一引擎”，中国联通2022年上半年云业务营收翻番

4、美团打车在沪设立“高峰好叫车”联合办公室，聚焦解决高峰打车难题

5、腾讯正式发布第二代四足机器人Max，复杂地形可精确走位通行

6、重庆、武汉发放中国首批自动驾驶全无人商业运营牌照，百度独家获批

7、华为发布业界首款搭载HarmonyOS的新一代办公宝HUAWEI IdeaHub S2系列

8、搜狐二季度营收1.95亿美元、净利润1200万美元，在线游戏收入达1.57亿美元

9、以生态之力推动产业创新，英特尔两大FPGA产品已部署至中国创新中心

10、国产大型邮轮迈入“双轮”建造时代，第二艘国产大型邮轮在上海正式开工

政务快讯

1、工信部等四部门印发《推进家居产业高质量发展行动方案》

2、公安部：严厉打击制作售卖使用虚假防疫软件违法犯罪活动

3、交通运输部就《自动驾驶汽车运输安全服务指南（试行）》（征求意见稿）公开征求意见

4、国家广播电视总局进一步完善节目制作经营行为规范，拟增加有关片酬管理规定

5、国家知识产权局同意安徽省开展国家级知识产权保护中心建设

6、京津冀地区外贸量稳质升，月度进出口值连续6个月保持同比增长

7、北京市发文促进跨境电子商务发展，明确5类支持对象及7类支持方向

8、上海会同苏浙皖三省共设立15个专题合作组，聚焦能源、交通、科技信用等领域

9、河北省制定“十四五”畜牧兽医行业发展规划，重点打造奶业生猪两个千亿级产业链

10、陕西省明确未来三年企业上市挂牌“路线图”：大力发展私募基金，力争新增上市企业超38家

科技通信

1、北斗星通：拟定增募资不超11.35亿元，加码芯片研制及产业化

2、梦网科技：与中移互联网签订短信小程序2.0终端解析服务能力产品合作协议

3、摩托罗拉手机官宣8月11日举办新品发布会，三款旗舰产品齐发

4、联想拯救者首款VR头显VR700官宣，预计将在不久后发布

5、长虹电视旗舰8K新品发布，全球首发110吋8K 120Hz巨幕影院

文娱影游

1、阿里体育正式更名为橙狮体育，穆旸担任董事长、总经理

2、乐华娱乐通过港交所上市聆讯，艺人管理业务国内排名第一

3、博纳影业：IPO发行价定为5.03元/股，8月9日开启申购

4、中手游自主研发《全明星激斗》定档10月下旬正式于国内率先上线，由SNK正版授权

5、动画电影《小黄人大眼萌：神偷奶爸前传》中国内地定档8月19日

金融财经

1、中国年金科技专利排行榜公布，泰康保险蝉联第一

2、古鳌科技：中标2个上海农商银行及1个农业银行采购项目

3、易保与Verisk签署战略合作协议，在中国推出支持次标体投保的数字化解决方案

4、助力乡村振兴，兴业银行郑州分行“光伏贷”为农户增收添动力

5、我国绿色投资表现亮眼，今年以来绿色债券发行总和达到1.03万亿元

住房地产

1、中国能建首个装配式建筑产业园正式开工

2、太古地产将在大湾区开设“居舍系列”酒店，预计2025年开业

3、南都物业中标杭州西站站房配套物管项目，成交价格9005万元

4、侨银股份预中标南昌西湖区环卫项目，成交金额约8.28亿元

5、首次进军海外市场，置富产业信托约5亿港元收购新加坡高文之星物业

零售电商

1、瑞幸咖啡第二季度净营收33亿元，门店净新增615家总数达7195家

2、苏宁易购818全国启动30场家电家装博览会，首站8月13日落地南京

3、高鑫零售第一财季线上销售占比达36%，大润发优鲜APP实现快速增长

4、阿迪达斯二季度营收56亿欧元，大中华区连续5个季度营收负增长

5、超越亚马逊，中国跨境电商巨头SHEIN二季度美国下载量创新高

汽车出行

1、中国五菱新能源销量突破100万辆，成为全球最快达成新能源百万销量的车企

2、京东物流与上汽通用五菱全面深化合作，携手共建汽后配件一体化供应链数智增效新标杆

3、阿维塔科技发布旗下首款车型阿维塔11：由长安、华为、宁德时代联合打造，售价34.99万元起

4、蔚来汽车粤东区域最大交付中心落地深圳龙岗，并向首批车主交付车辆

5、集度夏一平：2023年底进军国内46城，2024年交付第二款量产车

教育培训

1、教育部开展第16次校外线上培训巡查，发现140多条违规问题线索

2、达内教育举办第十五届校企合作高峰论坛，聚焦大学生高质量就业

3、多邻国发布首门方言课程，用户可免费学粤语

4、山东出版子公司中标山东省2022学年中小学教辅材料发行服务项目

5、江苏有线如皋分公司中标5G教室项目，在5G+教育行业取得新突破

医疗健康

1、直观复星医疗机器人制造·研发中心在浦东开工，总投资超7亿元

2、壹健康医疗门诊部盛大开业，壹邦战略布局线下实体医疗

3、九安医疗：计划未来3到4年在全国多个城市、地区的医院开设近600家“共同照护”中心

4、前沿生物与康圣环球签署抗感染检测战略合作协议，共同开拓感染性疾病诊疗市场

5、辉瑞公司将以68.5美元/股的价格收购全球血液疗法公司，交易总价54亿美元

旅游民宿

1、同程旅行联合多个目的地发放文旅消费券，进一步激活旅行消费潜力

2、携程联手FITURE沸彻魔镜，打造魔镜运动房助酒店多维价值提升

3、北京朝阳和河北张家口将合作共建奥运体育文化旅游带

4、河南启动“文化产业特派员”制度试点，首期试点村落总数20个

5、云南大理至西双版纳旅游专列开通：全程796公里，途经昆明、普洱等地

区块链

1、中国互联网协会发布《基于区块链的机构电子签约系统要求》等三项团体标准

2、上海徐汇第三批重大项目集中签约，元宇宙、新消费等企业亮相

3、国网雄安金科公司：数字人民币“硬件钱包”电费交纳场景首单落地

4、中国青年报社发行“双奥之城”系列数字藏品

5、蓝色光标：虚拟人“苏小妹”成为眉山“数字代言人”和“宋文化推荐官”

国际视角

1、受全球科技股股价暴跌拖累，软银最新财季净亏损234亿美元再创纪录

2、三星深化越南布局，明年中量产芯片、建立东南亚研发中心

3、Unity与微软达成云合作，使用Azure为实时3D体验提供支持

4、惠而浦将斥资30亿美元现金收购艾默生电气旗下的废物处理业务

5、高通和格芯签署长期制造协议，延长用于5G收发器、Wi-Fi、汽车和物联网连接的芯片协议

融资收购

1、物流机器人企业「极智嘉」完成1亿美元E1轮融资，由英特尔资本、祥峰成长基金和清悦资本等共同出资

2、全媒体新闻资讯平台「澎湃新闻」完成B轮融资，由上海文化产业发展投资基金独家投资4亿元

3、零信任访问管理云服务提供商「飞越云」完成千万元级种子轮融资，由线性资本领投，藕舫天使跟投

4、储能综合解决方案提供商「国润储能」完成超5000万元天使轮融资，由麟阁创投领投，乾道基金、启迪之星创投、水木清华校友种子基金、英诺天使基金跟投

5、存储芯片研发商「联和存储」完成数亿元A轮融资，由深圳国虹领投，凯盈资本、万物为、无锡新尚等机构跟投

6、光电子集成芯片企业「奇芯光电」完成3.5亿元Pre-IPO轮融资，投资方为深投控旗下投控东海管理的重庆南部基金

7、自动驾驶计算芯片企业「黑芝麻智能」完成C+轮融资，由武岳峰科创领投，兴业银行集团、广发信德、汉能基金、北拓一诺资本、新鼎资本、之路资本、扬子江基金等机构跟投

8、智能驾驶全栈创新及系统方案服务商「智驾科技」完成C1轮战略融资，由韦豪创芯、沄柏资本、爱芯元智联合投资

9、无人驾驶核心技术和末端配送基础设施供应商「行深智能」完成A+轮融资，由兴湘资本与睿住资本联合领投，三一创投、湖南财信、嘉远资本等参与投资

10、汽车高端电机定转子供应商「联博精密」完成超3亿元A轮和B轮融资，A轮由远翼资本和海尔资本联合领投，方正和生资本、镇江高新创投、浚源资本跟投；B轮由中金资本和安信证券投资联合领投，隐山资本、镇江高新创投跟投，云岫资本连续两轮担任独家财务顾问

11、MBSE系统工程软件研发商「和伍系统」完成数千万元Pre-B轮融资，由浙大友创、西湖科创投、银杏谷资本联合投资

12、牛奶直供智能零售品牌「芯安优选」完成2000万元A轮融资，投资方为中投建科投资基金

13、小宠物食品用品电商平台「布卡星」完成数千万元Pre-A轮融资，由金鼎资本领投，合享资本跟投

14、四季茶饮连锁品牌「啊爆柠檬茶」完成千万元级天使轮融资，由山竹资本投资

15、科技护肤品牌「样美」完成数千万元战略融资，投资方为上市公司若羽臣

16、海鲜烧烤品牌「十三烧」完成数百万元天使轮融资，投资方为佳投资本

17、医学检验完整解决方案提供商「海尔施基因」获得数亿元C轮融资，由深创投领投，博远资本、和丰创投、鄞工创投和滨江开投跟投

18、肿瘤免疫治疗产品生产商「恒动生物」完成数千万元天使轮融资，由中山市健康科技产业基地投资管理有限公司、腾业创投领投，中山青云跟投

Today’s highlights

Alibaba: voluntary conversion to dual major listing on the Hong Kong Stock Exchange, which is expected to take effect before the end of 2022

Kui Lei Jun: the annual speech will be held on August 11, with the theme of “feeling through the trough of Life”.

Meituan has set up a joint office of “Peak easy to hail a car” in Shanghai to focus on solving the problem of peak ride-hailing.

SUNING launched 30 home appliance exhibitions in China, and the first stop landed in Nanjing on August 13th.

China’s Wuling New Energy sales exceeded 1 million vehicles, making it the fastest car company in the world to reach millions of new energy sales.

The Internet industry has become the “first engine” of performance growth, and China Unicom’s cloud business revenue doubled in the first half of 2022.

Surpassing Amazon, Chinese cross-border e-commerce giant Shein reached a record high in downloads in the US in the second quarter.

Dragged down by the collapse in global technology stocks, Softbank Corp. posted a record net loss of $23.4 billion in the latest quarter.

Important domestic news

1. Alibaba: voluntary conversion to dual major listing on the Hong Kong Stock Exchange, effective date is expected to be before the end of 2022

2. Lei Jun: the annual speech will be held on August 11, with the theme of “feeling through the trough of Life”.

3. The industrial Internet has become the “first engine” of performance growth. China Unicom’s cloud business revenue doubled in the first half of 2022.

4. Meituan set up a joint office of “Peak easy to hail a cab” in Shanghai to focus on solving the problem of peak ride-hailing.

5. Tencent officially released the second generation quadruped robot Max, which can walk accurately on complex terrain.

6. Chongqing and Wuhan issued China’s first batch of self-driving completely unmanned commercial operation licenses, and Baidu was granted exclusive approval.

7. Huawei released the industry’s first new generation of office treasure HUAWEI IdeaHub S2 series with HarmonyOS.

Sohu’s revenue in the second quarter was $195 million, net profit was $12 million, and revenue from online games reached $157 million.

9. Promote industrial innovation with ecological efforts. Intel’s two major FPGA products have been deployed to China’s innovation center.

10. The domestic large cruise ship has entered the era of “two-wheel” construction, and the second domestic large cruise ship has officially started construction in Shanghai.

Government affairs bulletin

1. The Ministry of Industry and Information Technology and other four departments issued the Action Plan for promoting the High-quality Development of the Home Industry

2. Ministry of Public Security: severely crack down on illegal and criminal activities of making, selling and using false epidemic prevention software

3. The Ministry of Transport openly solicited opinions on the Guide to Transport Safety Service of self-driving vehicles (trial) (draft for soliciting opinions).

4. The State Administration of Radio and Television has further improved the code of conduct of program production and operation, and plans to increase relevant regulations on the management of film remuneration.

5. The State intellectual property Office agrees to carry out the construction of a national intellectual property protection center in Anhui Province.

6. The volume of foreign trade in Beijing-Tianjin-Hebei region has risen steadily, and the monthly import and export value has maintained year-on-year growth for six consecutive months.

7. Beijing issued a document to promote the development of cross-border e-commerce, defining 5 types of support objects and 7 types of support directions.

8. Shanghai has set up a total of 15 special cooperation groups with Jiangsu, Zhejiang and Anhui provinces, focusing on energy, transportation, science and technology credit and other fields.

9. Hebei Province has formulated the development plan of animal husbandry and veterinary industry during the 14th five-year Plan, focusing on building two trillion-level industrial chains of dairy pigs.

10. Shaanxi Province clearly defines the “roadmap” for the listing of enterprises in the next three years: vigorously develop private equity funds and strive to add more than 38 listed enterprises.

Science and technology communication

1. Beidou Xingtong: it is proposed to raise no more than 1.135 billion yuan, plus chip development and industrialization

2. Meng.com Technology: sign a cooperation agreement with China Mobile Internet on SMS Mini Program 2.0 terminal resolution service capability products.

3. Motorola mobile phone official announced that he held a new product conference on August 11, and the three flagship products were released together.

4. Lenovo Savior’s first VR is announced by VR700, which is expected to be released soon.

5. Changhong TV flagship 8K new product release, global debut 110inch 8K 120Hz giant screen cinema

Entertainment and film tour

1. Ali Sports officially changed its name to Orange Lion Sports, and Mu Xi served as chairman and general manager.

2. Lehua Entertainment is listed on the Hong Kong Stock Exchange, and its artist management business ranks first in China.

3. Bona Pictures: the issue price of IPO is set at 5.03 yuan per share, and the application starts on August 9.

4. The self-development of middle-hand games, “all-Star fierce struggle”, was officially launched in late October in China, authorized by the authentic SNK.

5. The animated movie “Little Yellow Man with Big eyes: a prequel to God stealing Daddy” is scheduled for August 19 in mainland China.

Finance and finance

1. The ranking of Chinese annuity science and technology patents was announced, Taikang Insurance ranked first in a row.

2. Guao Science and Technology: won the bid for two Shanghai Agricultural and Commercial Bank and one Agricultural Bank procurement project.

3. Yi Bao and Verisk signed a strategic cooperation agreement to launch a digital solution to support subtender insurance in China.

4. to help revitalize the countryside, the “photovoltaic loan” of Industrial Bank Zhengzhou Branch adds power to the increase of farmers’ income.

5. China’s green investment is outstanding, with green bond issuance totaling 1.03 trillion yuan so far this year.

Housing real estate

1. China can build its first prefabricated construction industrial park.

2. Swire Properties will open a “residence series” hotel in the Greater Bay area, which is expected to open in 2025.

3. Nandu property won the bid for the supporting property management project of Hangzhou West Station, with a transaction price of 90.05 million yuan.

4. Qiaoyin shares won the bid for the sanitation project in Xihu District, Nanchang, with a transaction value of about 828 million yuan.

5. Enter the overseas market for the first time and buy about 500 million Hong Kong dollars from Rich Industrial Trust to acquire Singapore Gao Wen Star property.

Retail e-commerce

1. Luckin Coffee’s net income in the second quarter was 3.3 billion yuan, with a total of 7195 stores.

SUNING launched 30 home appliance home decoration exhibitions in China, and the first stop landed in Nanjing on August 13th.

3. Gao Xin retail accounts for 36% of online sales in the first fiscal quarter, and Grand Runfa Youxian APP has achieved rapid growth.

4. Adidas had revenue of 5.6 billion euros in the second quarter, with negative revenue growth in Greater China for five consecutive quarters.

5. Surpassing Amazon, Chinese cross-border e-commerce giant Shein reached a new high in the United States in the second quarter.

Car travel

1. China’s Wuling New Energy sales exceeded 1 million vehicles, making it the fastest car company in the world to reach millions of new energy sales.

2. JD.com Logistics and SAIC GM Wuling comprehensively deepen cooperation and join hands to build a new benchmark for digital intelligence and efficiency of an integrated supply chain of auto parts.

3. Avita Technology released its first model, Avita 11: jointly built by Changan, Huawei and Ningde era, with a price of 349900 yuan.

4. The largest delivery center of Lulai Automobile in East Guangdong landed in Longgang, Shenzhen, and delivered the vehicles to the first batch of car owners.

5. Jidu Xia Yiping: enter 46 cities in China at the end of 2023 and deliver the second production car in 2024

Education and training

1. The Ministry of Education carried out the 16th inspection of external training on campus, and found more than 140 clues of violations.

2. Darnay Education held the 15th School-Enterprise Cooperation Summit Forum to focus on the high-quality employment of college students.

3. Many neighboring countries have released their first dialect course, and users can learn Cantonese for free.

4. Shandong Publishing subsidiary won the bid for the distribution of teaching auxiliary materials in primary and secondary schools in Shandong Province in the 2022 academic year.

5. Jiangsu Cable Rugao Branch won the bid for 5G classroom project and made a new breakthrough in 5G + education industry.

Medical treatment and health

1. Intuitive Fosun Medical Robot Manufacturing R & D Center opened in Pudong, with a total investment of more than 700 million yuan.

2. The grand opening of one Health Medical Clinic, and the strategic layout of offline physical health care.

3. Jiu’an Medical Care: it plans to open nearly 600 “common care” centers in hospitals in many cities and regions across the country in the next 3 to 4 years.

4. Frontier Biology and Kangsheng Global signed a cooperation agreement on anti-infection testing strategy to jointly develop the market for diagnosis and treatment of infectious diseases.

Pfizer will buy Global Blood Therapy for $68.50 per share, with a total transaction price of $5.4 billion.

Tourist accommodation

1. Travel together with multiple destinations to issue coupons to further activate the consumption potential of travel.

2. Ctrip joined hands with FITURE to create a magic mirror sports room to enhance the multi-dimensional value of the hotel.

3. Chaoyang in Beijing and Zhangjiakou in Hebei will cooperate to build Olympic sports and cultural tourism belt.

4. Henan launched a pilot project of the “cultural industry ombudsman” system, with a total of 20 pilot villages in the first phase.

5. The special tourism train from Dali, Yunnan to Xishuangbanna is opened: 796 kilometers through Kunming, Pu’er and other places.

Block chain

1. The Internet Society of China has issued three group standards, such as “requirements for the Electronic signing system of institutions based on Block chain”.

2. The third batch of major projects in Shanghai Xuhui concentrated on signing contracts, with the appearance of Yuanyang, New consumption and other enterprises.

3. National Network Xiongan Jinke Co., Ltd.: the first order of the digital RMB “hardware wallet” electricity bill payment scene landed.

4. China Youth Daily publishes a series of digital collections of “the City of the double Olympic Games”

5. Blue cursor: the virtual character “Su Xiaomei” becomes Meishan’s “digital spokesman” and “Song culture recommendation officer”.

International perspective

1. Dragged down by the collapse in global technology stock prices, Softbank Corp. posted a record net loss of 23.4 billion US dollars in the latest financial quarter.

2. Samsung will deepen its layout in Vietnam, mass-produce chips and establish a Southeast Asian R & D center in the middle of next year.

3. Unity has reached a cloud partnership with Microsoft to use Azure to support the real-time 3D experience

4. Whirlpool will spend $3 billion in cash to acquire Emerson’s waste disposal business.

Qualcomm and GE Core sign a long-term manufacturing agreement to extend chip agreements for 5G transceivers, Wi-Fi, automotive and Internet of things connections

Financing acquisition

1. Jizhijia, a logistics robot company, has completed a $100 million E1 round of financing, which is jointly funded by Intel Capital, Xiangfeng growth Fund and Qingyue Capital.

2. full-media news and information platform thepaper.cn completed round B financing, with an exclusive investment of 400 million yuan by the Shanghai Cultural Industry Development Investment Fund.

3. Zero-trust access management cloud service provider “Flying Cloud” completes tens of millions of yuan seed round financing, led by linear capital and followed by lotus boat angels.

4. Guorun Energy Storage, a comprehensive energy storage solution provider, has completed more than 50 million yuan in angel round financing, led by Linge Venture Capital, Qiandao Fund, Enlightening Star Venture Capital, Shuimu Tsinghua Alumni seed Fund and Yingnuo Angel Fund.

5. Lianhe Storage, a memory chip developer, has completed hundreds of millions of yuan A round financing, led by Shenzhen Guohong, followed by Kaiying Capital, WWW, Wuxi Xinshang and other institutions.

6. The optoelectronics integrated chip company Qixin Optoelectronics has completed a round of financing of 350 million yuan (Pre-IPO). The investor is Shenzhen Investment Control’s fund in the south of Chongqing managed by the East China Sea.

7. Self-driving computing chip enterprise “Black Sesame Intelligence” completes C + round financing, led by Wuyue Fengke, Industrial Bank Group, Guangfa Xinde, Hanergy Fund, Beituo Yinuo Capital, Xinding Capital, Zhilu Capital, Yangzijiang Fund and other institutions.

8. Intelligent driving full stack innovation and system solution service provider “Intelligent driving Technology” completes the C1 round of strategic financing, jointly invested by Wei Hao Chuangxin, Spider Capital and Aixin Yuanzhi.

9. Self-driving core technology and terminal distribution infrastructure provider “Xingshen Intelligence” completed A + round financing, led by Xingxiang Capital and Ruiju Capital, and participated in investment by Sany Venture Capital, Hunan Caixin and Jiayuan Capital.

10. Lianbo Precision, a stator and rotor supplier of high-end automotive motors, completed over 300 million yuan An and B round financing. Round A was jointly led by far Wing Capital and Haier Capital. Founder and Sheng Capital, Zhenjiang High-tech Venture Capital and Junyuan Capital followed; Round B was jointly led by CICC Capital and Anxin Securities Investment, followed by Yinshan Capital and Zhenjiang High-tech Venture Capital, and Yunyi Capital served as the exclusive financial adviser for two consecutive rounds.

11. “Hewu Systems”, a software developer of MBSE system engineering, has completed tens of millions of yuan Pre-B round financing, which is jointly invested by Zhejiang University Youchuang, Xihu Science Venture Capital and Yinxinggu Capital.

12. Milk is directly supplied to the intelligent retail brand “Xin’an Optimum” to complete the round A financing of 20 million yuan, and the investor is the CIC Construction Investment Fund.

13, small pet food products e-commerce platform “Buka Xing” completed tens of millions of yuan Pre-A round financing, led by Jinding Capital, shared capital to follow the investment

14. The four Seasons Tea chain “Ah Pao Lemon Tea” has completed 10 million yuan angel round financing, invested by mangosteen capital.

15. The technology skin care brand “sammei” has completed tens of millions of yuan of strategic financing, and the investor is Ruoyuchen, a listed company.

16. The seafood barbecue brand “Thirteen Shao” has completed a multi-million yuan angel round of financing, and the investor is the best investment.

17. Haiershi Gene, a complete solution provider for medical laboratory, received hundreds of millions of yuan in round C financing, led by Shenzhen Venture Capital, Boyuan Capital, Hefeng Venture Capital, Yingong Venture Capital and Binjiang Venture Capital.

18. Tumor immunotherapy product manufacturer “constant moving biology” has completed tens of millions of yuan angel round financing, led by Zhongshan Health Technology Industrial Base Investment Management Co., Ltd., Tengye Venture Capital, and Zhongshan Qingyun Investment Co., Ltd.