今日看点
✦ 国家网信办发布互联网信息服务算法备案清单，涉微信、微博等应用产品
✦ 华为上半年整体经营结果符合预期：实现销售收入3016亿元，净利润率5.0%
✦ 每日优鲜：已向北京消协提交整改方案，设专人专岗负责后续处理工作
✦ 雷军首次揭晓小米自动驾驶技术：首期33亿研发投入，2024年进入第一阵营
✦ 小米：向海南省红十字会捐赠100万元，支持抗疫防疫物资采购
✦ 中国移动5G上半年投资587亿元，累计开通5G基站达百万个
✦ 钟薛高开始推出咖啡快闪：与咖啡品牌共创“雪糕+咖啡”新物种，单品售价为45元
✦ 五菱首款新能源全球车Air ev（右舵版）印尼首发上市，售价约11万-13.5万元
国内要闻
1、华为发布2022年上半年经营业绩：实现销售收入3016亿元，净利润率5.0%，整体经营结果符合预期
2、每日优鲜：已向北京消协提交整改方案，设专人专岗负责后续处理工作
3、小米：向海南省红十字会捐赠100万元，支持抗疫防疫物资采购
4、雷军首次揭晓小米自动驾驶技术：首期33亿研发投入，2024年进入第一阵营
5、微信发布公众号头像设置新规范，禁止仿冒官方消息提醒
6、阿里巴巴永久免费的版权字体再更新：普惠体第三期发布，新增繁体中文、日文、韩文
7、国产CPU芯片龙头海光信息正式登陆科创板：上市首日大涨66.94%，总市值1397亿元
8、趣睡科技正式登陆深交所创业板，互联网家居新锐蓄势待发
9、黑龙江省政府与奇安信达成战略合作，奇安信黑龙江子公司正式揭牌
10、福布斯中国发布2022中国创新力企业50强：宁德时代、比亚迪、华为云、中芯国际等入选
政务快讯
1、国家网信办发布互联网信息服务算法备案清单：共包括30种算法，涉微信、微博、快手等应用产品
2、国家医保局：首个国产新冠口服药可临时性纳入医保报销
3、国家卫健委等三部门印发《方舱医院设计导则（试行）》
4、工信部：重点聚焦农村和老年市场，促进家电消费扩容升级
5、科技部等六部门：加快场景创新以人工智能高水平应用促进经济高质量发展
6、拓宽柔性支架应用场景，国内首个屋顶柔性支架光伏项目并网发电
7、国内首部省域社区养老专题研究报告《上海市社区养老评价报告》正式出版
8、北京加严共享单车联合限制标准，采集私自占用、恶意破坏等信息
9、广东省发改委印发《广东省加快建设燃料电池汽车示范城市群行动计划（2022-2025年）》
10、2022中国（中部）工业博览会在江西南昌开幕，500家海内外制造企业构建中部产业共享平台
科技通信
1、
2、中国联通总裁陈忠岳：今年算力网络计划投资145亿元，同比提升65%
3、中国电信董事长柯瑞文：与中国联通开通5G共享基站87万站
4、中国广电董事长：今年9月底将全面完成4G/5G终端对广电网络适配
5、中兴通讯携手河南联通率先完成5G VoNR语音质量EMI创新评估
文娱影游
1、抖音直播整治叫嚣吵架、扰民式等五大户外直播乱象，处罚超13.7万个账号
2、视频号加强打击“传谣”内容，7月处置2.5万个仿冒搬运号
3、快手打击违规健康科普内容，7月共处置相关视频超28万个
4、CFS 2022穿越火线越南夏季世界锦标赛在越南河内开赛，全球6支顶尖战队汇聚一堂
5、2022年卡塔尔世界杯将于11月20日开赛，比原计划提前一天
金融财经
1、央行、银保监会：保险公司无固定期限资本债券余额不得超过核心资本的30%
2、中证协：上半年证券公司承销民营企业公司债券合计638.34亿元
3、银保监会：截至6月末，银行业金融机构民营企业贷款余额达58.2万亿元
4、证监会废止7部证券期货规范性文件，进一步强化证券期货规章制度体系的系统性和科学性
5、中国保险行业协会：2021年交强险增加赔款90亿元，共为消费者节省保费支出82亿元
住房地产
1、青客公寓半年报：收入降四成至3.6亿元，净亏损缩减至2.43亿元
2、中国电建：完成126家涉房业务公司中124家的清理工作
3、中国华融：积极参与房地产行业风险处置，推动多地项目重启
4、百联城市更新社区商业百莘荟8.02亿元ABS获上交所受理
5、上海临港集团完成发行全国首单保障性租赁住房碳中和债券，规模5亿
零售电商
1、李宁集团上半年收入录得124.09亿元，深耕“单品牌、多品类、多渠道”策略
2、lululemon哈尔滨首店8月11日开业，系东北地区最大门店
3、钟薛高开始推出咖啡快闪：与咖啡品牌共创“雪糕+咖啡”新物种，单品售价为45元
4、HOKA ONE ONE中国独家概念店（西南首店）正式开业，落地成都远洋太古里
5、倒计时100天，卡塔尔世界杯官方授权商品天猫国际首发
汽车出行
1、五菱首款新能源全球车Air ev（右舵版）印尼首发上市，售价折合人民币约11万-13.5万元
2、小鹏超级补能发布会将于8月15日举行，预计将推出480kW超级充电桩
3、赛力斯：凤凰智慧工厂已投产，全力保障问界M7交付工作
4、中国重汽：无人驾驶纯电动牵引车已服务于天津港等智慧港口
5、中汽协：7月汽车出口连续创历史新高，全年出口将有望超过240万辆
教育培训
1、教育部支持和鼓励民营企业稳岗拓岗，引导高校毕业生到中小企业就业
2、海南省推迟举行2022年同等学力全国统考，原定8月14日
3、深圳发布全国首份市级青少年普法地方标准
4、青岛：千所中小学普及人工智能教育
5、2022年度国家社科基金教育学立项名单公布，共341项
医疗健康
1、药明康德：药明生基与杨森签订TESSA™技术许可协议
2、华大基因：拟向禾沐基因增资3000万元，助力打造地中海贫血疾病“筛诊治”闭环解决方案
3、完成心、脑、外周血管三种介入术式动物实验，睿心血管介入手术机器人广适用性得以验证
4、温州市与联仁健康签署战略合作协议，合力打造健康医疗大数据产业样板
5、沪滇携手推进县域医共体，“陈翠贞儿童健康发展中心”在云南永平县正式揭牌
旅游民宿
1、文旅部：进一步规范旅游市场秩序，依法查处“不合理低价游”等各类违法违规行为
2、北京市文旅局发布12条措施激发文旅消费潜力，帮助文旅企业渡过难关、恢复发展
3、广东首批省级夜间文化和旅游消费集聚区出炉，7个项目入选
4、重庆：大力发展品牌特色酒店，打造推出一批精品民宿
5、湖南上半年旅游复苏领跑全国，接待游客、旅游收入恢复至2019年的85%
区块链
1、中国信通院正式启动《元宇宙产业图谱》征集工作
2、广电运通：公司现已具有完备的数字人民币产品及解决方案
3、桥水基金二季度增持Meta超52倍，价值为9460万美元
4、英伟达公布利用AI、元宇宙和数字人变革行业的多个产品和工具
5、可口可乐与数字时装店DressX达成合作，将推出限量版Dreamworld元宇宙服装
国际视角
1、苹果公司与可再生能源公司Windlab签署15年电力采购协议
2、因收集位置数据误导用户，澳大利亚联邦法院责令谷歌支付6000万澳元罚款
3、英飞凌收购初创公司Industrial Analytics，加强工业设备人工智能分析服务
4、SK海力士被曝明年初将在美国新建芯片封装工厂，耗资数十亿美元
5、Stratasys签署协议收购科思创增材制造材料业务，购买价格约为4300万欧元
融资收购
1、存储芯片研发制造商「晶存科技」获得数亿元B轮融资，投资方包括华强创投
2、模拟集成电路设计与开发企业「航天民芯」获得战略融资，投资方为鼎兴量子
3、创业孵化器「TURBO X」完成首轮战略融资，投资方为MinIPO迷你投
4、化妆品生产销售商「霞飞」完成新一轮战略融资，投资方为上海梵创贸易有限公司
5、高端制剂开发商「研诺医药」完成Pre-A+轮融资，由华睿投资与建信资本联合投资
Today’s highlights
The State Network Information Office has issued a record list of Internet information service algorithms, involving Wechat, Weibo and other application products.
Huawei’s overall operating results in the first half of the year were in line with expectations: sales revenue of 301.6 billion yuan and net profit margin of 5.0%.
Daily excellent freshness: a rectification plan has been submitted to Beijing consumers’ Association, and a special post will be set up to take charge of the follow-up work.
Li Leijun unveiled Xiaomi’s autopilot technology for the first time: the first phase of 3.3 billion research and development investment, entering the first camp in 2024
Xiao Xiaomi: donated 1 million yuan to the Red Cross Society of Hainan Province to support the procurement of anti-epidemic and epidemic prevention materials
In the first half of the year, China Mobile invested 58.7 billion yuan and opened a total of one million 5G base stations.
Zhong Xuegao began to launch coffee flash: to create a new species of “ice cream + coffee” with coffee brands, the price of each item is 45 yuan.
Air ev (right rudder version), Wuling’s first new energy global car, is first launched in Indonesia, with a price of about 110000-135000 yuan.
Important domestic news
1. Huawei released its operating results for the first half of 2022: sales revenue of 301.6 billion yuan, net profit margin of 5.0%, and overall operating results in line with expectations.
2. Daily excellent fresh: a rectification plan has been submitted to Beijing consumers’ Association, and a special post will be set up to take charge of the follow-up work.
3. Millet: donate 1 million yuan to the Red Cross Society of Hainan Province to support the procurement of anti-epidemic and epidemic prevention materials
4. Lei Jun unveiled Xiaomi’s self-driving technology for the first time: the first phase of 3.3 billion research and development investment, entering the first camp in 2024
5. Wechat issued a new standard for the setting of official account avatars, which forbids counterfeiting official message reminders.
6. Alibaba’s permanent free copyright font update: the third issue of Pratt & Whitney is released, adding traditional Chinese, Japanese and Korean.
7. Haiguang Information, the leader of domestic CPU chip, officially landed on the Kechuang board: it rose 66.94% on the first day of listing, with a total market capitalization of 139.7 billion yuan.
8. Fun Sleeping Technology officially landed on the gem of the Shenzhen Stock Exchange, and the Internet home cutting edge is ready to go.
9. The Heilongjiang provincial government and Qianxin reached a strategic cooperation, and Qianxin Heilongjiang subsidiary was officially unveiled.
10. Forbes China released 2022 Top 50 Chinese innovative Enterprises: Ningde Times, BYD, Huawei Cloud, SMIC, etc.
Government affairs bulletin
1. The State Network Information Office has issued a record list of Internet information service algorithms, including 30 algorithms, involving Wechat, Weibo, Kuaishou and other application products.
2. National Healthcare Security Administration: the first domestic COVID-19 oral medicine can be temporarily included in the medical insurance reimbursement.
3. The National Health Commission and other three departments have issued the Design guidelines for Square Cabin Hospitals (for trial implementation).
4. Ministry of Industry and Information Technology: focus on rural areas and the elderly market, and promote the expansion and upgrading of household appliance consumption
5. Ministry of Science and Technology and other six departments: speed up scene innovation and promote high-quality economic development with high-level application of artificial intelligence
6. broaden the application scene of flexible bracket, the first roof flexible bracket photovoltaic project connected to the grid in China.
7. The first special research report on providing for the aged in provincial community in China, “Shanghai Community providing for the aged Evaluation report”, was officially published.
8. Beijing tightens the joint restrictions on sharing bicycles to collect information such as private occupation and vandalism.
9. Guangdong Provincial Development and Reform Commission issued the Guangdong Provincial Action Plan for speeding up the Construction of fuel Cell vehicle demonstration City agglomeration (2022-2025).
10. 2022 China (Central) Industrial Expo opened in Nanchang, Jiangxi Province, with 500 manufacturing enterprises at home and abroad building a central industrial sharing platform.
Science and technology communication
1 、
2. Chen Zhongyue, president of China Unicom: this year, Calculus plans to invest 14.5 billion yuan, an increase of 65% over the same period last year.
3. Ke Ruiwen, chairman of China Telecom: open 5G shared base station 870000 stations with China Unicom
4. Chairman of China Radio and Television: by the end of September this year, the adaptation of 4G/5G terminals to radio and television networks will be fully completed.
5. ZTE Corporation and Henan Unicom take the lead in completing the EMI innovation evaluation of 5G VoNR voice quality.
Entertainment and film tour
1. Live broadcast on Douyin rectified five major outdoor live scenes, such as shouting and quarrelling, disturbing people, and punished more than 137000 accounts.
2. The video number stepped up its crackdown on the content of “spreading rumors” and disposed of 25000 fake handling ships in July.
3. Kuaishou cracked down on illegal health science content, dealing with more than 280000 related videos in July.
4. CFS 2022 Crossing the Fire Line Vietnam Summer World Championship kicks off in Hanoi, Vietnam, where six top teams from all over the world gather together
The 2022 Qatar World Cup will kick off on November 20, one day ahead of schedule
Finance and finance
1. Central bank and CBIC: the balance of open-term capital bonds of an insurance company shall not exceed 30% of the core capital.
2. China Securities Association: in the first half of the year, securities companies underwrote private enterprise corporate bonds totaling 63.834 billion yuan.
3. Bancassurance Regulatory Commission: as of the end of June, the loan balance of private enterprises in banking financial institutions reached 58.2 trillion yuan.
4. The CSRC abolishes seven normative documents of securities and futures, and further strengthens the systematic and scientific nature of the rules and regulations of securities and futures.
5. China Insurance Industry Association: the reparations of compulsory traffic insurance will be increased by 9 billion yuan in 2021, saving a total of 8.2 billion yuan for consumers.
Housing real estate
1. Semi-annual report of Qingke apartment: income decreased by 40% to 360 million yuan, and net loss reduced to 243 million yuan.
2. China Power Construction: complete the clean-up work of 124 of the 126 housing-related companies.
3. Huarong, China: actively participate in the risk management of the real estate industry and promote the resumption of multi-site projects.
4. Bailian City Renewal Community Business Baixinhui 802 million yuan ABS was accepted by the Shanghai Stock Exchange
5. Shanghai Lingang Group has completed the issuance of the country’s first indemnificatory rental housing carbon neutral bond, with a scale of 500 million.
Retail e-commerce
1. Li Ning Group recorded 12.409 billion yuan in income in the first half of the year, deeply pursuing the strategy of “single brand, multi-category, multi-channel”.
2. Lululemon Harbin’s first store opened on August 11th, which is the largest store in Northeast China.
3. Zhong Xuegao began to launch coffee flash: to create a new species of “ice cream + coffee” with coffee brands, the price of each item is 45 yuan.
4. HOKA ONE ONE China exclusive concept Store (Southwest first Store) officially opened, landed in Chengdu Ocean Taiguri
5. Countdown to 100 days, Qatar World Cup officially authorized commodity Tmall international debut
Car travel
1. Wuling’s first new energy global car, the Air ev (right rudder version), is first launched in Indonesia, with a price equivalent to 110000-135000 yuan.
2. Xiaopeng Super Replenishment Conference will be held on August 15, and the 480kW Super charging pile is expected to be launched.
3. Cyrus: Phoenix Wisdom Factory has been put into production to ensure the delivery of M7.
4. Sinotruk: unmanned pure electric tractors have served intelligent ports such as Tianjin Port.
5. China Automobile Association: automobile exports hit a record high in July, and the annual export is expected to exceed 2.4 million.
Education and training
1. The Ministry of Education supports and encourages private enterprises to stabilize their posts and guide college graduates to work in small and medium-sized enterprises.
2. Hainan Province postponed the national examination of equivalent academic ability in 2022, originally scheduled for August 14.
3. Shenzhen publishes the country’s first local standard for the popularization of law among municipal teenagers.
4. Qingdao: popularizing artificial intelligence education in thousands of primary and secondary schools
5. The list of Pedagogy projects funded by the National Social Science Foundation in 2022 was announced, with a total of 341 items.
Medical treatment and health
1. Yao Ming Kant: Yao Ming Shengji signed a TESSA license agreement with Janssen.
2. BGI: it is proposed to increase the funding of Hemu Gene by 30 million yuan to help create a closed-loop solution for “screening, diagnosis and treatment” of thalassemia.
3. The animal experiments of cardiac, cerebral and peripheral vascular interventional procedures have been completed, and the wide applicability of Ruixin vascular interventional robot has been verified.
4. Wenzhou and Lianren Health signed a strategic cooperation agreement to create a health care big data industry model.
5. Shanghai and Yunnan join hands to promote the county medical community, and the “Chen Cuizhen Children Health Development Center” was officially unveiled in Yongping County, Yunnan Province.
Tourist accommodation
1. Ministry of Culture and Tourism: further standardize the order of the tourism market, investigate and deal with various illegal acts such as “unreasonable low-price travel” in accordance with the law.
2. The Beijing Municipal Bureau of Culture and Tourism issued 12 measures to stimulate the consumption potential of culture and tourism to help literature and tourism enterprises tide over the difficulties and restore their development.
3. Guangdong’s first batch of provincial night culture and tourism consumption agglomeration areas were released, and 7 projects were selected.
4. Chongqing: vigorously develop brand characteristic hotels and create and launch a number of boutique residential accommodation.
5. Hunan’s tourism recovery led the country in the first half of the year, with tourists receiving and tourism revenue recovering to 85% of 2019.
Block chain
1. China ICT officially launched the solicitation work of “Meta-Universe Industry Map”.
2. Amex: the company now has complete digital RMB products and solutions.
3. The Bridge Water Fund increased its Meta holdings by more than 52 times in the second quarter, with a value of US $94.6 million.
4. Nvidia announces multiple products and tools for transforming industries using AI, Metasmology and Digital Human
5. Coca-Cola has partnered with DressX, a digital fashion store, to launch a limited edition Dreamworld metacosmos clothing.
International perspective
1. Apple and renewable energy company Windlab sign 15-year power procurement agreement
2. The Australian Federal Court ordered Google to pay a fine of A $60 million for collecting location data to mislead users.
3. Infineon acquires start-up company Industrial Analytics to strengthen artificial intelligence analysis services for industrial equipment
4. SK Hynix has been revealed that it will build a new chip packaging factory in the United States early next year, spending billions of dollars.
5. Stratasys signed an agreement to acquire Costco’s manufacturing materials business at a price of about 43 million euros.
Financing acquisition
1. Memory chip R & D manufacturer “Crystal Technology” received hundreds of millions of yuan in round B financing, including Huaqiang Venture Capital.
2. “Aerospace Minxin”, an analog integrated circuit design and development enterprise, has obtained strategic financing, and the investor is Dingxing Quantum.
3. TURBO X, the start-up incubator, completed the first round of strategic financing, and the investor invested in MinIPO Mini.
4. Xia Fei, a cosmetics manufacturer and seller, has completed a new round of strategic financing, and the investor is Shanghai Fanchuang Trading Co., Ltd.
5. Yannuo Pharmaceutical, a high-end preparation developer, completed the Pre-A+ round of financing, which was jointly invested by Huarui Investment and Jianxin Capital.
