互联网早报 – 8月11日 星期四 – 快手正式进军toB市场,比亚迪宣布进入泰国乘用车市场,茶颜悦色正式进军咖啡赛道

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互联网早报 | 8月11日 星期四 | 快手正式进军toB市场;比亚迪宣布进入泰国乘用车市场;茶颜悦色正式进军咖啡赛道-第1张图片

今日看点

✦ 华为云连续5年蝉联中国政务云基础设施市场份额第一

✦ 联想集团连续九季度实现营收利润双增长,研发投入提升10%

✦ 知乎周源披露商业化进展:7月社区月均付费会员数突破1000万

✦ 快手发布视频云品牌StreamLake,正式进军B端业务领域

✦ 扩充全球版图,比亚迪宣布正式进入泰国乘用车市场

✦ 茶颜悦色正式进军咖啡赛道,“鸳央咖啡”5家门店同时开业

✦ 软银集团宣布提前结算最多2.42亿份阿里巴巴ADR的远期合约,持股比例降至14.6%

国内要闻

1、阿里巴巴:软银集团宣布提前结算最多2.42亿份公司ADR的远期合约,持股比例降至14.6%

2、联想集团公布2022/23财年第一财季业绩:营收近1120亿元、净利润34亿元,连续九季度实现营收利润双增长

3、快手发布视频云品牌StreamLake,正式进军B端业务领域

4、中国政务云基础设施市场总规模达375亿元,华为云连续5年蝉联第一

5、知乎CEO周源披露商业化进展:7月社区月均付费会员数突破1000万

6、徐工集团与京东集团签署战略合作框架协议,重点围绕物流、工业品、数字技术等领域展开合作

7、OceanBase发布“珊瑚计划”,未来3年将培养超60家核心经销商

8、极兔速递与海航货运签署战略合作协议,开展全球航空物流合作

9、哪吒科技与华为签署战略合作协议,加速港口数字化升级

10、筑5G生态、促共创共利,2022世界5G大会在哈尔滨正式开幕

政务快讯

1、商务部与中国农业银行签署推进国家级经济技术开发区创新提升支持制造业高质量发展合作备忘录

2、水利部:前7个月全国完成水利建设投资超5600亿元,在建水利项目投资规模达1.7万亿元

3、公安部:刷单类电信网络诈骗案持续高发,占全部电诈案四成

4、应急管理部、国家矿山安全监察局印发《“十四五”矿山安全生产规划》

5、国家医保局:全国医保基金收支平衡,医保基金保障能力稳健可持续

6、北京:拟对疫情期间采取减免租金举措的大型商场给予资金补贴

7、上海临港公布数据流通领域阶段性成果:揭牌十大联合实验室,签署26项重大战略项目

8、深圳市促进内外贸一体化发展实施方案公开征求意见,9月15日举行听证会

9、广州首批氢能环卫车投入营运,最多8分钟即可加满氢气

10、“北方算谷”启幕,沈阳人工智能计算中心正式上线并网投入运行

科技通信

1、联想消费生态秋季新品发布会定档8月18日,拯救者Y70游戏手机将亮相

2、realme真我超越vivo、三星成为印度第二大智能手机制造商,小米保住第一

3、OPPO Watch 3系列智能手表正式发布:首发高通骁龙W5芯片,首销售价1499元起

4、三星发布新一代折叠屏手机Galaxy Z Flip4和Galaxy Z Fold4,售价最低7999元

5、Strategy Analytics:2022年Q2苹果继续领跑全球5G智能手机市场,三星增长最快

文娱影游

1、柠萌影视正式登陆港交所:上市首日破发跌2.7%,总市值97.32亿港元

2、邵氏影城成立邵氏创意中心,为香港本地创作人提供一站式制作支援

3、Billboard宣布正式进入中国运营,为中国乐迷与音乐人呈现全球精品音乐与高端舞台

4、Sensor Tower:7月抖音及海外版TikTok全球吸金超2.9亿美元,蝉联全球移动应用(非游戏)收入榜冠军

5、游戏软件公司AppLovin提出以175.4亿美元价格收购游戏引擎开发商Unity

金融财经

1、浦发银行发布2022年上半年业绩快报:营收净利双增,不良率下降

2、践行普惠理念服务城乡百姓,稠州银行储蓄存款余额突破1000亿元

3、中兴通讯联合建信金科推出5i远程银行智能客服业务

4、微众信科与广东金融高新区合作签约,探索“数字金融+高端制造”新模式

5、中国信通院与中国工商银行北京市分行合作签约,共同推进行业数字化发展

住房地产

1、中南建设:控股股东中南控股与江苏资产拟共同设立20亿元基金,用于存量债务重组、现有项目续建等合作

2、华夏幸福:累计未能如期偿还债务金额合计463.58亿元

3、恒大地产转让广州增城富沁房地产30%股权,中航信托接盘

4、长实旗下和记大厦重建项目正式命名为长江集团中心二期

5、浦东建设:近日中标多项重大工程项目,合计金额约13.7亿元

零售电商

1、菜鸟以色列分拨中心及海外仓正式启用,全球十大分拨中心助力国货出海

2、京东电器浙江第三家城市旗舰店“落户”义乌,预计将于10月下旬试营业

3、茶颜悦色正式进军咖啡赛道:推出独立运营咖啡品牌“鸳央咖啡”,首批5家门店同时开业

4、元气森林无糖可乐味苏打气泡水正式上市,将亮相各大电商平台及7-Eleven便利店等

5、太平洋咖啡成立30周年,宣布对品牌、产品、门店、服务进行多维度升级

汽车出行

1、比亚迪与泰国新能源汽车经销商RÊVER Automotive签署合作协议,宣布正式进入泰国乘用车市场

2、上汽通用五菱发布“灵犀智驾系统”,率先在2023款KiWi EV搭载

3、腾势旗下首款MPV车型腾势D9将于8月23日开启大定,预计9月首批交付

4、三六零与东风日产、联友科技共同合作,护航数字车企安全生态

5、乘联会7月新能源销量榜:比亚迪独占32.7%份额,上汽通用五菱、吉利进前三

教育培训

1、京东方艺云推出小课屏A1类纸护眼学习平板,采用6E类纸护眼标准

2、网易有道发布词典笔X5、AI学习机,智能硬件产品矩阵再添两员

3、童程童美联合情系远山公益基金会,启动第五届中国少儿编程节

4、读书郎:预期上半年公司拥有人应占未经审计综合亏损介乎约4000万元至4500万元

5、中国青年报与牛客达成“百校百企”青年就业扶持计划战略合作

医疗健康

1、联影医疗开启申购,拟募资124.8亿元创年内科创板IPO最高融资纪录

2、沃森生物上半年净利4.21亿元同比增三成,双价HPV疫苗批签发超88万剂

3、益丰药房拟发行可转债募资不超25.47亿元,用于江苏二期、湖北及河北物流中心建设项目等

4、飞利浦本土化升级,珠海健康科技新工业园区落成揭幕

5、波士顿科学联合百汇医疗、屹然泌尿,助力良性前列腺增生治疗升级

旅游民宿

1、

2、深圳发布10条精品旅游线路,同时揭晓5个微度假目的地

3、吉林:推出20条红色旅游主题线路,大力发展红色旅游

4、广西出台大健康老年旅游发展规划,打响“长寿广西”品牌

5、弘扬冬奥精神,中国联通参与打造的全民健身活动城市大数据平台正式上线

区块链

1、抢占5G时代先机,联想打造制造元宇宙和电力元宇宙数实融合新路径

2、南京银行发布首套数字藏品“你好鸭”,入局元宇宙新赛道

3、青岛啤酒博物馆上线首款数字纪念票,采用蚂蚁链的区块链技术

4、Coinbase第二季度财报:净亏损约11亿美元,交易收入环比下降35%

5、三星电子与Digital Plaza等签署谅解备忘录,将建立“GalaxyNFT生态系统”

国际视角

1、马斯克再次出售792万股特斯拉股票,套现68.9亿美元

2、Meta首次发行100亿美元债券,用于回购股票和投资改善业务

3、东芝第一财季营业亏损 48 亿日元,为两年来首次季度亏损

4、SpaceX再将52颗星链互联网卫星送入轨道,数量突破3000大关

5、巴帝电信最大规模网络部署即将开始,目标2024年3月前推出泛印度5G服务

融资收购

1、建筑工程机械产业数智化服务商「萨达智能」完成数千万元A轮融资,由信天创投独家投资

2、大宗商品智慧货运服务平台「快成物流科技」完成近亿元新一轮融资,由中金公司旗下基金投资

3、版式文档办公协作平台「UPDF」获得近千万元天使轮融资,由PDF上游厂商领投,种子轮投资方谷川集团跟投,顺涌资本担任独家财务顾问

4、人力资源共享HRS一体化服务平台「最薪招聘」获得500万元天使轮首轮融资,由深圳国强股权投资基金投资

5、学前教育服务商「可玩达教育」完成数百万元种子轮融资,由链向科技集团独家投资

6、中国艺术酱酒新品牌「龏囍」完成千万元级天使轮融资,由布鲁与诺贝达共同领投

7、钠离子电池关键材料生产商「珈钠能源」完成数千万元天使轮融资,由顺为资本独家投资

8、国内光刻胶龙头企业「阜阳欣奕华」完成5亿元C轮融资,由中金资本、知名战投和国开制造业转型升级基金联合领投,中建材新材料基金、光谷产投、火眼基金、齐芯资本、华富嘉业、安元基金、阜阳科转基金、福和天使基金、奇致正合、中冀资本、上哲资本等机构跟投,光源资本担任独家财务顾问

9、MEMS传感器研发商「明皜传感」完成数亿元D轮融资,由上汽集团旗下尚颀资本领投,元禾控股、致道资本、永鑫资本等知名投资机构及产业方跟投

10、Micro LED微显示器制造商「JBD显耀显示」完成数亿元A3轮融资,由斯道资本和光速中国联合领投,老股东凯风创投、派诺资本继续加码

11、印尼品牌出海服务商「Jet Commerce」完成超6000万美元B轮融资,由锦秋基金、隐山资本、浙江丝路基金联合领投,惠友资本等机构跟投,现有股东ATM Capital继续加持,华兴资本担任独家财务顾问

12、重组胶原蛋白生物材料企业「创健医疗」完成近2亿元A轮融资,由资生堂资悦基金领投,华方资本、鼎晖百孚、华立医药跟投

13、创新靶向核药研发商「晶核生物」完成近亿元天使轮融资,由高榕资本领投,VI Ventures、骊宸资本及老股东凯泰资本跟投

14、抗肿瘤新药研发生产商「康威生物」完成超亿元A+轮融资,由国投创业独家投资

Today’s highlights

Hua Weiyun has been ranked first in the market share of China’s government cloud infrastructure for five years in a row.

Lenovo Group has achieved double growth in revenue and profit for nine consecutive quarters, and R & D investment has increased by 10%.

Zhouyuan disclosed the progress of commercialization: the average number of monthly paid members in the community exceeded 10 million in July.

Kuaishou released StreamLake, a video cloud brand, and officially entered the B-end business.

After expanding its global footprint, BYD announced its official entry into the Thai passenger car market.

Cha Cha officially entered the coffee track with a pleasant face, and five stores of “Yuanyang Coffee” opened at the same time.

Softbank Corp. Group announced that it would settle up to 242 million forward contracts of Alibaba ADR ahead of schedule, reducing its shareholding to 14.6%.

Important domestic news

1. Alibaba: Softbank Corp. Group announced that it would settle up to 242 million forward contracts of the company’s ADR ahead of time, reducing its shareholding to 14.6%.

2. Lenovo Group announced the results of the first quarter of fiscal year 2022: revenue of nearly 112 billion yuan and net profit of 3.4 billion yuan, achieving revenue and profit growth for nine consecutive quarters.

3. Kuaishou released the video cloud brand StreamLake, officially entering the B-end business field.

4. The total size of China’s government cloud infrastructure market has reached 37.5 billion yuan, and Huawei Cloud has been ranked first for five years in a row.

5. Zhihu CEO Zhou Yuan disclosed the progress of commercialization: the average number of monthly paid members in the community exceeded 10 million in July.

6. Xugong Group and JD.com Group signed a strategic cooperation framework agreement, focusing on cooperation in logistics, industrial products, digital technology and other fields.

7. OceanBase launches “Coral Project”, which will train more than 60 core dealers in the next 3 years.

8. Extreme Rabbit Express and HNA cargo signed a strategic cooperation agreement to carry out global aviation logistics cooperation.

9. Nashi Science and Technology signed a strategic cooperation agreement with Huawei to speed up the digital upgrading of the port.

10. Build 5G ecology and promote common development and benefit. The 2022 World 5G Congress officially opened in Harbin.

Government affairs bulletin

1. The Ministry of Commerce and the Agricultural Bank of China signed a memorandum of cooperation on promoting the innovation and upgrading of national economic and technological development zones to support the high-quality development of the manufacturing industry.

2. Ministry of Water Resources: in the first seven months, the national investment in water conservancy construction exceeded 560 billion yuan, and the investment scale of water conservancy projects under construction reached 1.7 trillion yuan.

3. Ministry of Public Security: the incidence of order-brushing telecom network fraud continues to be high, accounting for 40% of all electric fraud cases.

4. The Ministry of Emergency Management and the State Administration of Mine Safety issued the 14th five-year Plan for Mine Safety production.

5. National Healthcare Security Administration: the income and expenditure of the national medical insurance fund is balanced, and the guarantee capacity of the medical insurance fund is stable and sustainable.

6. Beijing: financial subsidies to large shopping malls that plan to take rent reduction measures during the epidemic

7. Shanghai Harbor announced phased achievements in the field of data circulation: unveiling ten joint laboratories and signing 26 major strategic projects.

8. Shenzhen City openly solicited opinions on the implementation plan for promoting the integration of domestic and foreign trade. A hearing was held on September 15.

9. The first batch of hydrogen-powered sanitation vehicles in Guangzhou have been put into operation and can be filled with hydrogen in up to 8 minutes.

10. “Northern Computing Valley” kicked off, and Shenyang artificial Intelligence Computing Center was officially launched and put into operation.

Science and technology communication

1. Lenovo consumer ecology autumn new product launch scheduled for August 18, the savior Y70 game phone will be unveiled.

Realme surpassed vivo and Samsung to become the second largest smartphone manufacturer in India, while Xiaomi kept the first place.

3. OPPO Watch 3 series smartwatches are officially released: the first Qualcomm Snapdragon W5 chip, with the first selling price from 1499 yuan.

4. Samsung launches a new generation of folding screen phones Galaxy Z Flip4 and Galaxy Z Fold4, with a minimum price of 7999 yuan.

5. Strategy Analytics:2022 Q2 Apple continues to lead the global 5G smartphone market, with Samsung growing the fastest

Entertainment and film tour

1. Lemon Movie officially landed on the Hong Kong Stock Exchange: the first day of listing fell 2.7%, with a total market capitalization of HK $9.732 billion.

2. Shaw Creative Center has been set up at Shaw Studios to provide one-stop production support for local creators in Hong Kong.

3. Billboard announced its official entry into operation in China, presenting global boutique music and high-end stage for Chinese music fans and musicians.

4. Sensor Tower:7 monthly Douyin and overseas version of TikTok attracted more than 290 million US dollars worldwide, topping the global mobile app (non-game) revenue list.

5. Game software company AppLovin offered to buy game engine developer Unity for $17.54 billion.

Finance and finance

1. Pudong Development Bank released its results for the first half of 2022 KuaiBao: both revenue and net profit increased, but the defective rate decreased.

2. Implement the concept of inclusive benefits and serve the people in urban and rural areas. The balance of savings deposits in Chongzhou Bank has exceeded 100 billion yuan.

3. ZTE jointly launched 5i long-distance bank intelligent customer service service

4. WeChat signed a contract with Guangdong Financial High-tech Zone to explore the new model of “digital finance + high-end manufacturing”.

5. CICT signed a contract with Beijing Branch of Industrial and Commercial Bank of China to jointly promote the digital development of the industry.

Housing real estate

1. Central South Construction: controlling shareholder Zhongnan Holdings and Jiangsu assets plan to jointly set up a 2 billion yuan fund for cooperation such as stock debt restructuring and continuation of existing projects.

2. Huaxia Happiness: the cumulative failure to repay the debt on time totaled 46.358 billion yuan.

3. Evergrande transferred 30% stake in Guangzhou Zengcheng Fuqin Real Estate, and AVIC Trust took over.

4. The reconstruction project of Hutchison Building under Changshi is officially named as the second phase of Cheung Kong Group Center.

5. Pudong Construction: recently, a number of major projects have been awarded, with a total amount of about 1.37 billion yuan.

Retail e-commerce

1. The Cainiao Israel Distribution Center and overseas warehouses have been officially opened, and the top ten global distribution centers help domestic goods go to sea.

2. JD.com Electric Appliances, the third city flagship store in Zhejiang, has settled in Yiwu and is expected to open for trial in late October.

3. Tea with a pleasant face officially entered the coffee race: the independent coffee brand “Yuanyang Coffee” was launched, and the first five stores opened at the same time.

4. Yuanqi forest sugar-free cola-flavored soda is officially on the market and will be unveiled on major e-commerce platforms and 7-Eleven convenience stores

5. The 30th anniversary of Pacific Coffee announced the multi-dimensional upgrading of brands, products, stores and services.

Car travel

1. BYD signed a cooperation agreement with R é cor VER Automotive, a Thai new energy vehicle dealer, to announce its official entry into the Thai passenger car market.

2. SAIC GM Wuling released the “Smart driving system”, which was first installed in the 2023 KiWi EV.

3. Tengli D9, the first MPV model under Tengli, will open on August 23rd, and the first batch is expected to be delivered in September.

4. 360 cooperates with Dongfeng Nissan and Lianyou Technology to protect the safety ecology of digital car companies.

5. FIFA July New Energy sales list: BYD has 32.7% share, SAIC GM Wuling and Geely are in the top three.

Education and training

1. JD.com Fang Yiyun launched a small class screen A1 type paper eye protection learning plate, using 6e class paper eye protection standard.

2. NetEase youdao released dictionary pen X5 and AI learning machine, adding two more members to the intelligent hardware product matrix.

3. Tong Cheng Tongmei United Love Department Yuanshan Public Welfare Foundation launched the Fifth China Children’s programming Festival

4. Shu Lang: it is expected that the unaudited consolidated loss attributable to the owner of the company in the first half of the year ranges from about 40 million to 45 million yuan.

5. China Youth Daily and Niuke have reached strategic cooperation in the youth employment support program of “100 schools and 100 enterprises”.

Medical treatment and health

1. Lianying Medical started to apply for the purchase, and planned to raise 12.48 billion yuan to set a new record for internal medicine board IPO financing.

2. Watson Biological’s net profit in the first half of the year was 421 million yuan, an increase of 30% over the same period last year, and more than 880000 doses of bivalent HPV vaccine were issued.

3. Yifeng Pharmacy plans to issue convertible bonds to raise no more than 2.547 billion yuan for the construction projects of Jiangsu Phase II, Hubei and Hebei logistics centers, etc.

4. Philips localization upgrade, Zhuhai Health Science and Technology New Industrial Park completed and unveiled

5. Boston Science combined with Parkway Medical and Erran urinary tract to help upgrade the treatment of benign prostatic hyperplasia.

Tourist accommodation

1 、

2. Shenzhen announced 10 boutique tourist routes and 5 micro-vacation destinations at the same time.

3. Jilin: launch 20 red tourism theme routes and vigorously develop red tourism.

4. Guangxi has issued a tourism development plan for the healthy elderly to start the brand of “longevity Guangxi”.

5. Carrying forward the spirit of the Winter Olympic Games, big data platform, a national fitness city built by China Unicom, was officially launched.

Block chain

1. To seize the opportunity in the 5G era, Lenovo creates a new path to the integration of data and reality in manufacturing meta-universe and power meta-universe.

2. The Bank of Nanjing released the first set of digital collection “Hello Duck” to enter the new track of Yuanyuan Universe.

3. Tsing Tao Beer Museum launched the first digital commemorative ticket, which adopts the block chain technology of ant chain.

4. Coinbase reported a net loss of about $1.1 billion in the second quarter and a 35% drop in trading income from the previous month.

5. Samsung Electronics and Digital Plaza signed a memorandum of understanding to establish a “GalaxyNFT ecosystem”.

International perspective

1. Musk sold another 7.92 million shares of Tesla, cashing out $6.89 billion

2. Meta issued US $10 billion of bonds for the first time to buy back shares and invest in business improvement.

3. Toshiba made an operating loss of 4.8 billion yen in the first quarter, the first quarterly loss in two years

4. SpaceX put another 52 star chain Internet satellites into orbit, breaking the 3000 mark.

5. Bharti Telecom’s largest network deployment is about to begin, with the goal of launching pan-Indian 5G services by March 2024.

Financing acquisition

1. Sada Intelligence, a digital intelligence service provider in the construction machinery industry, has completed tens of millions of yuan A round financing, which is invested exclusively by Xintian Venture Capital.

2. Commodity intelligent freight service platform “Quick Cheng Logistics Technology” has completed a new round of financing of nearly 100 million yuan, which is invested by China International Capital Corporation’s fund.

3. The format document office collaboration platform “UPDF” received nearly 10 million yuan of angel round financing, led by the upstream manufacturers of PDF, followed by seed wheel investor Tanigawa Group, and Shunyong Capital served as the exclusive financial adviser.

4. Human resource sharing HRS integrated service platform “maximum salary recruitment” won 5 million yuan in angel round first round financing, invested by Shenzhen Guoqiang Equity Investment Fund.

5. Preschool education service provider “accessible Education” has completed millions of yuan of seed round financing, from the chain to the technology group exclusive investment.

6. The new Chinese Art Sauce Brand “Jianyu” has completed the 10 million yuan angel round financing, which is jointly led by Blu and Nobeida.

7. Jia Na Energy, a manufacturer of key materials for sodium ion batteries, has completed tens of millions of yuan of angel round financing, with an exclusive investment from Shun to capital.

8. Fuyang Xinyihua, a leading domestic photoresist enterprise, completed 500 million yuan C round financing, which was jointly led by CICC Capital, well-known War Investment Fund and Guokai Manufacturing Transformation and upgrading Fund. China Building Materials New Materials Fund, Optical Valley Investment Fund, Fire Eye Fund, Qixin Capital, Huafu Jiaye Fund, Anyuan Fund, Fuyang Science transfer Fund, Fuhe Angel Fund, Qizhi Zhenghe, China Hebei Capital, Shangzhe Capital and other institutions follow. Light source capital acts as exclusive financial adviser

9. Mingyi Sensor, a MEMS sensor developer, has completed hundreds of millions of yuan of D-round financing, led by Shangyi Capital, a subsidiary of SAIC, and followed by well-known investment institutions and industry parties such as Yuanhe Holdings, Zhi Dao Capital and Yongxin Capital.

10, Micro LED micro display manufacturer “JBD show” completed hundreds of millions of yuan A3 round financing, jointly led by Dow Capital and Light Speed China, old shareholders Kaifeng Venture Capital, Pinault Capital continued to increase the size.

11. Indonesian brand offshore service provider “Jet Commerce” completed over US $60 million in round B financing, led by Jinqiu Fund, Yinshan Capital and Zhejiang Silk Road Fund, followed by Huiyou Capital and other institutions. ATM Capital, the existing shareholder, continued to be blessed, and China Renaissance Capital Investment served as the exclusive financial adviser.

12. Chuangjian Medical, a recombinant collagen biomaterial enterprise, has completed a round of financing of nearly 200 million yuan, led by Shiseido Ziyue Fund, followed by Huafang Capital, Dinghui Baifu and Huali Pharmaceutical.

13. Innovative targeted nuclear drug developer “Crystal Nucleus” has completed nearly 100 million yuan of angel round financing, led by Banyan Capital, followed by VI Ventures, Lichen Capital and old shareholder Kaitai Capital.

14. Conway Biology, a research and development manufacturer of new antineoplastic drugs, has completed a round of financing of more than 100 million yuan, which will be invested exclusively by CIC.

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