今日看点
✦ 中国移动已累计开通5G基站超100万个，占全球总数30%以上
✦ 快手推出自研云端智能视频处理SoC芯片SL200，正在内测中
✦ 茅台集团构建“1234”董事会管理模式，系统提升董事会决策治理效能
✦ 天猫淘宝推出“跨境供货平台”，让更多中国制造服务全球消费者
✦ 叮咚买菜第二季度Non-GAAP净利润2060万元，首次实现阶段性盈利
✦ 资生堂上半年净销售额247.19亿元，中国区首超日本成为第一大市场
✦ 苹果：组装商预计在2022年总计制造2.2亿部iPhone
✦ 三星：计划到2025年将折叠屏手机销量占比提升至五成以上
国内要闻
1、雷军举办2022年度演讲，小米MIX Fold 2、Redmi K50
2、中国移动：上半年营收4969.3亿元、净利润702.8亿元，5G套餐用户数达5.11亿
3、字节跳动2023校园招聘正式启动，覆盖8大职位类别、总量超3000个
4、快手推出自研云端智能视频处理SoC芯片SL200：目前已流片成功，正在进行线上内测
5、杨元庆回应“造车”传闻：联想集团没有造车计划，但会认真研究汽车对计算的新需求
6、茅台集团构建“1234”董事会管理模式，系统提升董事会决策治理效能
7、华为人工智能产业新项目落地天津，天津区域总部明年将正式投用
8、百度官宣上线帐号改名功能，一年可修改一次
9、润和软件与九联科技达成战略合作，携手共拓OpenHarmony行业化智能终端
10、洋河股份拟斥30亿元携手华泰紫金设立母基金，投资大消费、新经济、大健康、新科技等领域
政务快讯
1、工信部：组织开展2022年新一代信息技术与制造业融合发展试点示范申报工作
2、国家知识产权局：确定国家知识产权强市建设试点示范城市
3、国家药监局综合司公开征求《化妆品检验机构资质认定条件（征求意见稿）》意见
4、国家矿山安全监察局：“十四五”深入推进非煤矿山机械化、自动化和信息化建设
5、国家电影局：将开展2022年电影惠民消费季，联合多家电影票务平台发放共计1亿元观影消费券
6、科技部等三部门：优化资源配置，加强统筹国家科技计划项目立项管理
7、农业农村部：持续加大对杂粮产业发展的支持力度，不断优化杂粮产业布局
8、建成5G基站超6万个，福建省所有乡镇基本实现5G网络覆盖
9、河南：到2025年创建300家绿色工厂（园区）、30个绿色供应链管理企业
10、安徽省上半年生命健康产业签约、开工和投产项目数共854个，投资金额2556.7亿元
科技通信
1、中国移动已累计开通5G基站超100万个，占全球总数30%以上
2、中兴通讯发布5G智能安全帽MT5000，助力工业数字化转型
3、5G接入新引擎，紫光股份旗下新华三发布工业级5G路由器新品
4、移远通信智能模组SG865W-WF通过CE/FCC/IC/KC多地区权威认证
5、2亿像素与折叠屏领衔，摩托罗拉三款旗舰新机正式发布
文娱影游
1、抖音直播：2021年抖音传统文化类直播同比增长超过100万场，主播收入同比增长101%
2、米哈游投资或达5亿美元，《原神》将成有史以来成本最高游戏
3、力盛体育携悦动天下与西虹桥导航签署北斗在数字运动领域应用产业培育合作协议
4、梦工厂动画公司将开源MoonRay渲染器，曾用于《驯龙高手3》等电影
5、索尼上线第一方游戏PC版页面，确认《神秘海域：盗贼传奇合辑》年内发售
金融财经
1、上海银保监局：同意恒丰银行私人银行专营机构开业
2、厦门银行：成功发行30亿元小微企业贷款专项金融债券
3、绿色金融再创先，兴业银行首次推出生物多样性保护金融方案
4、PingPong与上海临港签署重大战略合作，全面赋能国际数字贸易服务
5、富途控股：子公司获新加坡金融管理局（MAS）颁发信托业务牌照
住房地产
1、苏新美好生活拟8月24日上市，每股发售价8.6-9.6港元
2、建业地产：河南省铁建投已完成入股29.01%，成为第二大股东
3、福田区与太古地产签署战略合作框架协议，合力推动商圈消费再升级
4、融侨集团1-7月完成6城多批次社区交付，三四季度预计交付户数1万套
5、亚太区最大不动产管理公司ESR收购首个生命科学产业园，位于上海张江高科技开发园区
零售电商
1、天猫淘宝推出“跨境供货平台”，让更多中国制造服务全球消费者
2、“全国家电消费季”带动门店客流提升112%，苏宁易购818新开50店
3、叮咚买菜第二季度营收66.3亿元、Non-GAAP净利润2060万元，首次实现阶段性盈利
4、抖音电商发布7月排行榜，东方甄选跃入生鲜行业店铺榜榜首
5、资生堂上半年净销售额247.19亿元，中国区首超日本成为第一大市场
汽车出行
1、工信部公布免征车辆购置税的新能源汽车车型目录（第五十七批），小鹏G9、哪吒S、
2、恒驰5推出十大购车权益，包括三年内6折保值回购、整车终身质保等
3、蔚来江苏大运河线正式贯通：全程约615km，布局9座换电站、7座超充站
4、长城汽车：第四季度将在德国交付魏牌摩卡PHEV和欧拉好猫车型
5、亿纬锂能：拟定增募资不超过90亿元，用于动力储能锂离子电池产能建设项目
教育培训
1、教育部：2022年遴选1000门左右职业教育国家在线精品课程
2、财政部、教育部修订印发《中小学校财务制度》，进一步规范中小学校财务行为
3、联想教学教研1+1解决方案改善教师备授课方式，提供一致性流畅体验
4、读书郎2022上半年预亏4000万元至4500万元，疫情影响生产计划及线下分销商业务
5、北京语言大学青岛世界汉学中心落户青岛西海岸新区，旨在创建世界汉学“根服务器”
医疗健康
1、百度灵医智惠与罗氏制药达成战略合作，AI赋能药企数智化发展
2、百济神州与吉林省肿瘤医院达成战略合作，加快抗肿瘤新药研发进程
3、尧景基因与友谊医院达成战略合作，联合推进消化道肿瘤早期诊断
4、康芝药业：拟定增募资不超2.97亿元用于儿童药物研发项目
5、华康医疗：中标8001万元“南宫市人民医院综合能力提升项目一标段施工项目”
旅游民宿
1、上海迪士尼乐园官方旗舰店登陆天猫开启试运营，打造多渠道购物体验
2、盛天网络与美团酒店达成战略合作，助力电竞酒店场景革新
3、飞猪发布避暑消费趋势观察：“反季滑雪”蹿红，夜游订单量增超25%
4、昆明发布《旅游民宿服务规范》地方标准，9月1日起正式实施
5、推进“公路+旅游”融合发展，广东发布“十四五”干线公路养护管理提升行动方案
区块链
1、广东办理首笔数字人民币异地缴税业务
2、建设银行在23个数字人民币试点城市将优先使用数字人民币补贴观众观影购票
3、山东省首个城市风光主题系列数字藏品“青岛印象”正式发售
4、深大首次发行以“去___不同”为主题的“深大盒子”数字藏品
5、积目Eye-Space数字潮流社交空间正式上线，首批数字藏品亮相
国际视角
1、苹果：组装商预计在2022年总计制造2.2亿部iPhone
2、三星：计划到2025年将折叠屏手机销量占比提升至五成以上
3、微软宣布开源超1500款3D Emoji，创作者可免费使用
4、亚马逊云科技Marketplace年销售额超10亿美金，订阅投资回报率高达405%
5、T-Mobile筹集35亿美元巨额资金购买频谱，以保持在美国5G主导地位
融资收购
1、酒类新零售品牌「淘酒侠」获得数亿元战略融资，投资方为中州投资
2、3C潮流科技产品牌「怒喵科技」完成数千万元新一轮融资，投资方为联想创投
3、宠物智能用品品牌「Furbulous」完成数百万美元天使轮融资，由险峰K2VC领投，人人游戏跟投
4、Z世代社交元宇宙平台「沃萌科技」获得超2000万元A轮融资，投资方包括边锋游戏、序言泽、慧敏投资
5、癌症免疫治疗法和诊断产品开发商「百英诺科技」完成千万元级种子轮融资，由东科创星、武汉生物技术研究院联合投资
6、径锻钛材生产商「拓普达」完成数千万元B轮融资，由泥藕资本领投，涌流资本、西部钛材跟投
7、港口集装箱物流陆运服务平台「箱信科技」完成A2轮融资，由洪泰基金独家投资
8、边缘计算专用定制芯片研发商「希姆计算」完成B3轮融资，由长三角数字文化产业基金领投
9、功率半导体器件研发商「超致半导体」获得战略融资，由华虹集团和华虹半导体旗下产业基金投资
10、宽禁带半导体碳化硅功率器件设计开发商「蓉矽半导体」完成Pre-A轮融资，由维度资本领投，陕西三元航科投资基金合伙企业（有限合伙）、南京泰华股权投资管理中心（有限合伙）等机构跟投
Today’s highlights
China Mobile has cumulatively opened more than 1 million 5G base stations, accounting for more than 30% of the global total.
Kuaishou launched a self-developed cloud intelligent video processing SoC chip SL200, which is under internal test.
Qimaotai Group constructs the “1234” board of directors management model to systematically improve the efficiency of board decision-making and governance.
Tmall Taobao launched a “cross-border supply platform” to enable more made in China to serve global consumers.
Non-GAAP made a net profit of 20.6 million yuan in the second quarter, making a phased profit for the first time.
Shiseido had a net sales of 24.719 billion yuan in the first half of the year, surpassing Japan for the first time in China to become the largest market.
Apple: assemblers expect to make a total of 220 million iPhone in 2022
Samsung: plans to increase the proportion of folding screen mobile phones to more than 50% by 2025
Important domestic news
1. Lei Jun held the 2022 speech, Xiaomi MIX Fold 2, Redmi K50
2. China Mobile: the revenue in the first half of the year was 496.93 billion yuan, the net profit was 70.28 billion yuan, and the number of 5G package users reached 511 million.
3. Byte jump 2023 campus recruitment officially launched, covering 8 major job categories, a total of more than 3000
4. Kuaishou launched a self-developed cloud intelligent video processing SoC chip SL200: it has been successfully taped out and is being tested online.
5. Yang Yuanqing responded to the rumor of “building a car”: Lenovo has no plans to build a car, but will seriously study the new demand for computing.
6. Maotai Group constructs the “1234” board management model to systematically improve the decision-making and governance efficiency of the board of directors.
7. Huawei’s new artificial intelligence industry project landed in Tianjin, and the Tianjin regional headquarters will be officially put into use next year.
8. Baidu official announced the online account renaming function, which can be modified once a year & nbsp
9. Run and Software have reached a strategic cooperation with Jiulian Technology to jointly develop OpenHarmony industry-oriented intelligent terminals.
10. Yanghe shares plan to spend 3 billion yuan to join hands with Huatai Zijin to set up a parent fund to invest in big consumption, new economy, great health, new technology and other fields.
Government affairs bulletin
1. Ministry of Industry and Information Technology: organize and carry out the pilot demonstration and application of the integrated development of new generation information technology and manufacturing industry in 2022.
2. State intellectual property Office: determine the national intellectual property rights strong cities to build pilot demonstration cities
3. The General Department of the State Drug Administration openly solicited opinions on the qualification conditions for Cosmetic Inspection institutions (draft for soliciting opinions).
4. The State Administration of Mine Safety Supervision: the 14th five-year Plan will further promote the mechanization, automation and information construction of non-coal mines.
5. The State Film Administration: the 2022 film Huimin consumption season will be launched, and a total of 100 million yuan of movie vouchers will be distributed jointly with several film ticketing platforms.
6. The Ministry of Science and Technology and other three departments: optimize the allocation of resources and strengthen the project management of the national science and technology plan.
7. Ministry of Agriculture and Village: continuously increase support for the development of miscellaneous grain industry, and constantly optimize the layout of miscellaneous grain industry.
8. More than 60,000 5G base stations have been built, and all villages and towns in Fujian Province have basically achieved 5G network coverage.
9. Henan: to establish 300 green factories (parks) and 30 green supply chain management enterprises by 2025
10. a total of 854 projects were signed, started and put into production of the life and health industry in Anhui Province in the first half of the year, with an investment of 255.67 billion yuan.
Science and technology communication
1. China Mobile has cumulatively opened more than 1 million 5G base stations, accounting for more than 30% of the global total.
2. ZTE released 5G smart helmet MT5000 to help the digital transformation of the industry.
3. 5G is connected to the new engine, and Xinhua 3, a subsidiary of Ziguang Co., Ltd., releases new products of industrial grade 5G routers.
4. SG865W-WF, an intelligent module for mobile communication, has passed the CE/FCC/IC/KC multi-regional authority certification.
500, 200 million pixels and folding screen take the lead, Motorola’s three flagship new phones have been officially released
Entertainment and film tour
1. Live broadcasts on Douyin: live broadcasts of traditional culture on Douyin in 2021 will increase by more than 1 million, and the income of anchors will increase by 101 percent over the same period last year.
2. Miha Youyou may invest up to 500 million US dollars, and the original God will become the most expensive game in history.
3. Lisheng Sports and Xihongqiao Navigation signed a cooperation agreement on the cultivation of applied industries in the field of digital sports.
4. DreamWorks Animation will open source the MoonRay renderer, which has been used in movies such as Dragon Taming 3.
5. Sony launches the PC version of the first-party game, confirming that “Mystery Sea: the Legend of Thieves” will be released this year.
Finance and finance
1. Shanghai Banking and Insurance Supervision Bureau: agree to the opening of private banking franchise institutions of Hengfeng Bank.
2. Xiamen Bank: successfully issued 3 billion yuan of special financial bonds for small and micro enterprise loans.
3. Green Finance was pioneered again, and Societe Generale launched a biodiversity conservation financial scheme for the first time.
4. PingPong has signed a major strategic cooperation with Shanghai near Hong Kong to fully enable international digital trade services.
5. Futu Holdings: the subsidiary is licensed by the Monetary Authority of Singapore (MAS) for trust business.
Housing real estate
1. Su Xin’s good Life will be listed on August 24 at a price of HK $8.6 to HK $9.6 per share.
2. Jianye Real Estate: Henan Railway Construction Investment has completed 29.01% of its shares, making it the second largest shareholder.
3. Futian District and Swire Real Estate signed a strategic cooperation framework agreement to jointly promote the further upgrading of consumption in the business circle.
4. Rongqiao Group completed multi-batch community delivery in six cities from January to July, with an estimated delivery of 10,000 units in the third and fourth quarters.
5. ESR, the largest real estate management company in the Asia-Pacific region, acquires the first life science industrial park, which is located in Shanghai Zhangjiang High-tech Development Park.
Retail e-commerce
1. Tmall Taobao launched a “cross-border supply platform” to enable more made in China to serve global consumers.
2. The “National Household Appliances consumption season” led to a 112% increase in store passenger flow. SUNING opened 50 new stores in 818.
3. Ding Dong grocery shopping earned 6.63 billion yuan in revenue and 20.6 million yuan in Non-GAAP net profit in the second quarter, making a phased profit for the first time.
4. Douyin e-commerce released the ranking in July, and Oriental selection jumped to the top of the list of stores in the fresh industry.
5. Shiseido’s net sales in the first half of the year were 24.719 billion yuan, surpassing Japan for the first time in China to become the largest market
Car travel
1. The Ministry of Industry and Information Technology announced the catalogue of new energy vehicles exempted from vehicle purchase tax (57th batch), Xiaopeng G9, Nezha S,
2. Hengchi 5 launched ten major car purchase rights, including 40% discount and value-protected repurchase within three years, vehicle lifetime warranty, etc.
3. The official completion of the Jiangsu Universiade Line in Xilai: the whole process is about 615km, with 9 switching stations and 7 overcharging stations
4. Great Wall: Wei brand Mocha PHEV and Euler HaoCat models will be delivered in Germany in the fourth quarter.
5. Yiwei Lithium Energy: it is proposed to raise no more than 9 billion yuan for power storage lithium-ion battery capacity construction projects.
Education and training
1. Ministry of Education: about 1000 national online high-quality courses in vocational education will be selected in 2022.
2. The Ministry of Finance and the Ministry of Education revised and issued the Financial system of Primary and Secondary Schools to further standardize the financial behavior of primary and secondary schools.
3. Lenovo Teaching and Research 1: 1 solution to improve the way teachers prepare for teaching and provide a consistent and fluent experience.
4. Shu Lang suffered an expected loss of 40 million yuan to 45 million yuan in the first half of 2022. The epidemic affected production plans and offline distributors’ business.
5. The Qingdao World Sinology Center of Beijing language and Culture University has settled in the West Coast New area of Qingdao, which aims to create a “root server” of world Sinology.
Medical treatment and health
1. Baidu Ling Medical Zhihui has reached a strategic cooperation with Roche Pharmaceuticals, and AI empowered drugs have developed intelligently.
2. Baiji Shenzhou and Jilin Cancer Hospital have reached strategic cooperation to speed up the research and development of new antineoplastic drugs.
3. Yaojing Gene has reached a strategic cooperation with Friendship Hospital to jointly promote the early diagnosis of digestive tract tumors & nbsp.
4. Kangzhi Pharmaceutical Industry: it is proposed to raise no more than 297 million yuan for children’s drug research and development projects.
5. Huakang Medical: won the bid of 80.01 million yuan “Nangong people’s Hospital comprehensive capacity improvement project the first section of the construction project”
Tourist accommodation
1. The official flagship store of Shanghai Disneyland landed at Tmall to start trial operation to create a multi-channel shopping experience.
2. Shengtian Network reached a strategic cooperation with Meituan Hotel to help e-sports Hotel innovate its scene.
3. Observation on the consumption trend of summer vacation released by Flying Pig: “off-season skiing” has become popular, and orders for night trips have increased by more than 25%.
4. Kunming issued the Local Standard of Tourism Residential accommodation Service, which was formally implemented on September 1.
5. To promote the integrated development of “highway + tourism”, Guangdong issued an action plan to improve the maintenance and management of trunk roads during the 14th five-year Plan.
Block chain
1. Guangdong handles the first digital RMB remote tax payment business.
2. China Construction Bank will give priority to the use of digital RMB to subsidize audiences to buy tickets in 23 digital RMB pilot cities.
3. The first series of digital collection of urban scenery in Shandong Province, “impression of Qingdao”, is officially on sale.
4. Shenzhen University first released the digital collection of “Deep Box” with the theme of “going to _ _ different”.
5. Jimu Eye-Space digital trend social space officially launched, the first batch of digital collection unveiled
International perspective
1. Apple: assemblers expect to make a total of 220 million iPhone in 2022
2. Samsung: plans to increase the proportion of folding screen mobile phones to more than 50% by 2025
3. Microsoft announced that more than 1500 3D Emoji models are open source, which creators can use for free.
4. Amazon Cloud Technology Marketplace has annual sales of more than US $1 billion, and the return on investment on subscription is as high as 405%.
5. T-Mobile raises a huge amount of US $3.5 billion to buy spectrum to maintain its dominant position in 5G in the United States
Financing acquisition
1. The new wine retail brand “Wine Taowman” has obtained hundreds of millions of yuan of strategic financing, and the investor is Zhongzhou Investment.
2. 3C trend science and technology product brand “angry meow technology” has completed a new round of financing of tens of millions of yuan, and the investor is Lenovo Venture Capital.
3. Pet smart products brand “Furbulous” completes multi-million dollar angel round financing, led by Qianfeng K2VC, everyone’s game and investment.
4. Womeng Technology, the Z-generation social meta-universe platform, has received more than 20 million yuan A round financing, including the winger game, Preface Ze and Huimin Investment.
5. Baiyingnuo Technology, a developer of cancer immunotherapy and diagnostic products, has completed 10 million yuan of seed wheel financing, which is jointly invested by Dongke Chuangxing and Wuhan Biotechnology Research Institute.
6. Radial forging titanium producer “Topda” has completed tens of millions of yuan B round financing, led by mud lotus root capital, inrush capital and western titanium investment.
7. Port Container Logistics Land Transport Service platform “Box letter Technology” has completed the A2 round of financing, which will be invested exclusively by Hongtai Fund.
8. Sim Computing, a developer of customized chips for edge computing, has completed the B3 round of financing, led by the Yangtze River Delta Digital Culture Industry Fund.
9. Chaozhi Semiconductor, a power semiconductor device developer, has obtained strategic financing, which is invested by the industrial funds of Huahong Group and Huahong Semiconductor.
10. Rong Si Semiconductor, a designer and developer of wide band gap semiconductor silicon carbide power devices, completed the Pre-A round financing, led by Dimension Capital, Shaanxi Sanyuan Hangke Investment Fund Partnership (limited partnership), Nanjing Taihua Equity Investment Management Center (limited partnership) and other institutions.
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