今日看点
✦ 百大品牌亿元让利，苏宁易购正式启动30城“818家电家装博览会”
✦ 蚂蚁集团发布2022年反诈半年报，半年新增超100件反欺诈专利申请
✦ 茅台冰淇淋8月13日新增10省份售卖，至此将覆盖全国19个省份
✦ 雷军：2022年小米研发费用预计170亿元，未来5年将超过1000亿
✦ 我国5G网络基站数量达185.4万个，全国运营商5G投资超4000亿元
✦ 公安部：全国机动车保有量达4.08亿辆，机动车驾驶人4.94亿人
✦ 迪士尼视频用户超越Netflix，成全球最大视频流媒体平台
✦ Gartner发布新兴技术发展周期曲线：元宇宙仍处于十多年旅程的开始
国内要闻
1、百大品牌亿元让利，苏宁易购正式启动30城“818家电家装博览会”
2、蚂蚁集团发布2022年反诈半年报，半年新增超100件反欺诈专利申请
3、雷军：2022年小米研发费用预计170亿元，未来5年将超过1000亿
4、华为启动新一代信息技术应用创新大赛，搭建湾区校企人才交流平台
5、福佑卡车发布“启明星计划”，将面向自动驾驶公司开源商业运营场景
6、拓尔思与腾讯云签署战略合作协议，共同推动产业互联网健康高质量发展
7、东华软件与兰华集团拟设“东华九思科技”，以构建服务区域仓储物流能力
8、推进“东数西算”安全能力建设，亚信安全与庆阳市人民政府签订战略合作协议
9、三一集团与蜀道集团签署战略合作协议，将在新建筑、新能源、新装备等领域展开全面合作
10、又一家世界500强中国总部落户深圳，ABB集团旗下电动交通中国总部入驻南山
政务快讯
1、工信部：7月我国汽车产销保持快速增长，产销量同比分别增31.5%和29.7%
2、公安部：全国机动车保有量达4.08亿辆，机动车驾驶人4.94亿人
3、上海全市常态化核酸检测点继续提供免费检测服务至9月30日
4、安徽省全力打造世界级智能家电产业集群，上半年新增项目228个
5、广州上半年智能网联汽车开放测试道路202条，有效测试里程较去年底增长73.5%
6、天津武清拟投资约150亿元建设佛罗伦萨小镇商圈，助力天津国际消费中心城市建设
7、广东省林业局印发《广东省林草中药材产业发展指南》，明确打造林草中药材产业体系
8、云南省水利厅印发“四大工程”建设实施方案，总投资2118亿元
9、贵州：今年上半年已有9个养老服务项目开工建设，预计11月底前全部完成
10、2022世界先进制造业大会将于8月28日-31日在济南举办，打造山东制造业高质量发展新名片
科技通信
1、我国5G网络基站数量达185.4万个，全国运营商5G投资超4000亿元
2、中国智能手机在俄销量激增：7月份小米拿下42%份额稳居第一，realme排第二
3、麒麟软件助力浙江移动完成行业首例数据中台系统CentOS试点迁移
4、海洋经济强劲跃上新台阶，连云港移动携手中兴通讯完成连云港海域业务区5G全覆盖
5、雷蛇Razer Phone安卓主题商店将于本月关闭，已四年没推出手机
文娱影游
1、完美世界上半年净利润增三倍超预期，下半年将有多款游戏上线
2、蓝城兄弟完成私有化交割从纳斯达克退市，赤子城科技参与交易
3、电影《断·桥》同源剧本杀13日预售，首次形成同名电影和剧本杀双首发
4、第十二届北京国际电影节开幕，18家影院展映百余部中外佳作
5、环球影业官宣《功夫熊猫4》将于2024年3月8日北美上映
金融财经
1、银保监会：2021年交强险保费收入2374亿元，承保亏损44亿元
2、东方财富：天天基金2022年上半年净利润1.02亿元
3、华泰期货助力广东首单尿素成本指数“保险+期货”项目落地
4、恒丰银行全面提升小微金融服务质效，普惠贷款余额增长31.68%
5、泰达控股与浙商证券签署战略合作协议，推动天津国资国企做强做优
住房地产
1、上海临港星海汇万达商业项目签约：投资27亿元，位于滴水湖北片区
2、越秀服务上半年收入增长13.8%至10.9亿元，TOD物管业务走出广州
3、中国建筑兴业附属中标1.01亿港元幕墙及BIPV光伏系统合约
4、重庆建工：子公司签订约11.35亿元重庆科学城电子信息产业孵化园（科学谷）二期工程合同
5、栖霞建设：拟出资5亿元与迅燕建设共设南京星燕房地产公司，开发南京市G33号地块
零售电商
1、茅台冰淇淋8月13日新增10省份售卖，至此将覆盖全国19个省份
2、盒马合肥第二家门店滨湖爱琴海店正式开业，年内还将新开两家门店
3、宝山山姆会员店预计8月下旬开业，系中国首家城市山姆会员店
4、江南布衣会员账户数量超530万，半年内逆势增长40万
5、万达集团旗下万采互联与有赞新零售达成战略合作，实现高效供应链管理及数字化转型需求
汽车出行
1、中汽协：7月中国新能源汽车产销分别为61.7万辆和59.3万辆，同比均增长1.2倍
2、高合汽车：HiPhi X车型7月销量526辆，蝉联50万以上豪华纯电市场销冠
3、开心汽车宣布新能源汽车总部落户安徽省宿州市
4、禾赛科技与一清达成战略合作，加速自动驾驶商用车量产落地
5、法雷奥在中国建立首家振动噪音联合实验室，持续强化在华研发力度
教育培训
1、作业帮出席AISummit大会，并出任智能语音专场出品人
2、联想再布局教育领域：将加大教育公益和技术研究投入
3、中公教育：公司正积极妥善做好退费等相关工作
4、达内教育联合联通沃音乐启动“海纳计划”原创作品大赛
5、东方时尚：上半年归母净利润1660.68万元，同比下降80.32%
医疗健康
1、华大基因：拟向武汉吉诺因增资6000万元，整合肿瘤疾病一体化诊疗资源
2、智云健康携手益普生，展开特药治疗领域战略合作
3、汤臣倍健公布自主研发本土菌株，获双项国家发明专利
4、京颐科技战略投资信尚安，携手打造新一代智慧病房
5、沃森生物拟发行可转债募资不超12.35亿元，用于新型疫苗研发等项目
旅游民宿
1、
2、饿了么：夏至以来“火炉城市”酒店外卖量环比上月增三成
3、粤港澳大湾区住宿业发展研究基地在广州花园酒店博物馆揭牌
4、2022南昌休闲消费季取得丰硕成果，3个月内带动消费15.3亿元
5、针对低价旅游等骗局，北京开展文旅领域养老诈骗专项整治行动
区块链
1、邮储银行采购5.75万张数字人民币准账户硬钱包
2、横琴将打造“元宇宙超级试验场”三大秀场，向游客免费开放
3、华企中联携手数藏中国推出“冠军人生”系列第一期数字藏品
4、巨人网络：通过自研和投资两种方式对元宇宙进行探索，以自研为主、投资为辅
5、Gartner发布新兴技术发展周期曲线：元宇宙仍处于十多年旅程的开始
国际视角
1、迪士尼旗下视频平台全球总用户数达2.21亿，超越Netflix成全球最大视频流媒体平台
2、AMD官宣参加科隆国际游戏展，锐龙7000系列处理器有望亮相
3、三星推出Eco² OLED Plus和UPC Plus技术，已应用于Galaxy Z Fold 4
4、美国消费电子零售商百思买将在全美范围内开展裁员
5、互动健身平台Peloton计划裁员约800人，以减少运营规模并降低成本
融资收购
1、云原生实时渲染引擎技术提供商「光线云」完成Pre-A轮融资，由前海方舟旗下智慧互联产业基金、中原前海基金和齐鲁前海基金共同领投
2、物联网智能钢琴生产研发商「卡罗德」完成数千万元新一轮融资，由中欧国际工商学院校友、知名教授及知名企业家共同投资
3、数字化工厂总体解决方案提供商「轩田科技」完成新一轮融资，由华强资本领投，蜂巧资本、乾融资本、永鑫方舟等跟投
4、光学显示材料研发生产商「弘擎电子」获得C轮融资，投资方包括初芯基金
5、mRNA药物开发商「星核迪赛」获得天使轮融资，由复健资本新药创新基金投资
Today’s highlights
The top 100 brands made a profit of 100 million yuan, and SUNING officially launched the “818 Home Appliances and Home Decoration Expo” in 30 cities.
The Ant Group released its anti-fraud semi-annual report in 2022, adding more than 100 anti-fraud patent applications in half a year.
Simaotai ice cream will be sold in 10 provinces on August 13, which will cover 19 provinces across the country.
Kui Leijun: the R & D cost of Xiaomi is estimated to be 17 billion yuan in 2022 and will exceed 100 billion in the next five years.
The number of 5G network base stations in China has reached 1.854 million, and the investment of 5G operators across the country has exceeded 400 billion yuan.
Ministry of Public Security: the number of motor vehicles nationwide has reached 408 million, with 494 million motor vehicle drivers.
Disney video users surpassed Netflix to become the world’s largest video streaming platform.
Emerging Gartner releases emerging technology development cycle curve: meta-universe is still at the beginning of more than a decade’s journey
Important domestic news
1. The top 100 brands made a profit of 100 million yuan. SUNING officially launched the “818 Home Appliances and Home Decoration Expo” in 30 cities.
2. Ant Group released its anti-fraud semi-annual report in 2022, adding more than 100 anti-fraud patent applications in half a year.
3. Lei Jun: the R & D expenditure of Xiaomi is estimated to be 17 billion yuan in 2022 and will exceed 100 billion in the next five years.
4. Huawei launched a new generation of information technology application innovation competition to build a talent exchange platform between schools and enterprises in the Bay area.
5. Fuyou truck released the “Star Project”, which will be open source commercial operation scenarios for self-driving companies.
6. Tuoer signed a strategic cooperation agreement with Tencent Cloud to jointly promote the healthy and high-quality development of the industrial Internet.
7. Donghua Software and Lanhua Group plan to set up “Donghua Jiusi Technology” to build the warehousing and logistics capability of the service area.
8. Promote the security capacity building of “calculating from east to west”, and sign a strategic cooperation agreement between AsiaInfo Security and Qingyang people’s Government.
9. Sany Group and Shudao Group signed a strategic cooperation agreement to carry out all-round cooperation in new construction, new energy, new equipment and other fields.
Another Fortune 500 China headquarters is located in Shenzhen, and the Electric Transportation China headquarters of ABB Group is stationed in Nanshan.
Government affairs bulletin
1. Ministry of Industry and Information Technology: China’s automobile production and sales maintained rapid growth in July, with production and sales increasing by 31.5% and 29.7% respectively compared with the same period last year.
2. Ministry of Public Security: the number of motor vehicles nationwide has reached 408 million, with 494 million motor vehicle drivers.
3. Shanghai’s regular nucleic acid testing sites will continue to provide free testing services until September 30.
4. Anhui Province made every effort to build a world-class smart home appliance industry cluster, with 228 new projects in the first half of the year.
5. In the first half of the year, there were 202 test roads for cars in Guangzhou, and the effective test mileage increased by 73.5% compared with the end of last year.
6. Tianjin Wuqing plans to invest about 15 billion yuan to build a Florence town business circle to help Tianjin build an international consumer center city.
7. Guangdong Forestry Bureau issued the “Guide to the Development of Guangdong Forest and Grass traditional Chinese Medicine Industry” to clearly build the forest and grass traditional Chinese medicine industry system.
8. Yunnan Provincial Department of Water Resources issued the construction and implementation plan of the “four major projects”, with a total investment of 211.8 billion yuan.
9. Guizhou: nine pension service projects have started construction in the first half of this year, and all of them are expected to be completed by the end of November.
10. The 2022 World Advanced Manufacturing Conference will be held in Jinan from August 28 to 31 to create a new business card for the high-quality development of Shandong’s manufacturing industry.
Science and technology communication
1. The number of 5G network base stations in China has reached 1.854 million, and the investment of national operators in 5G has exceeded 400 billion yuan.
2. Chinese smartphone sales in Russia have soared: Xiaomi ranked first with 42% share in July, while realme ranked second.
3. Kirin software helps Zhejiang Mobile to complete the CentOS pilot migration of the industry’s first data center system.
4. The marine economy is strong and leaping to a new level. Lianyungang Mobile and ZTE have completed the full coverage of 5G in the Lianyungang sea area.
5. Thunder Snake Razer Phone Android theme store will be closed this month and has not launched a mobile phone for four years.
Entertainment and film tour
1. Perfect World’s net profit tripled in the first half of the year, and a number of games will be launched in the second half of the year.
2. Blue City Brothers completed privatization delivery and delisted from NASDAQ, and Chizi City Science and Technology participated in the transaction.
3. The homologous script of the movie “broken Bridge” was pre-sold on the 13th, forming a movie and script of the same name for the first time.
The 12th Beijing International Film Festival opened, with more than 100 Chinese and foreign masterpieces being shown in 18 cinemas.
Universal Pictures announced that Kung Fu Panda 4 will be released in North America on March 8, 2024.
Finance and finance
1. Bancassurance Regulatory Commission: the premium income of traffic insurance in 2021 is 237.4 billion yuan, and the underwriting loss is 4.4 billion yuan.
2. Oriental Wealth: the net profit of Tiantian Fund in the first half of 2022 is 102 million yuan.
3. Huatai Futures helps Guangdong’s first urea cost index “Insurance + Futures” project to land.
4. Hengfeng Bank comprehensively improved the quality and efficiency of small and micro financial services, and the balance of inclusive loans increased by 31.68%.
5. Teda Holdings and Zheshang Securities signed a strategic cooperation agreement to promote the strength and excellence of state-owned enterprises in Tianjin.
Housing real estate
1. Shanghai Lingang Xinghaihui Wanda commercial project signed: invest 2.7 billion yuan, located in Dishui Hubei area
2. The revenue of Yuexiu service increased by 13.8% to 1.09 billion yuan in the first half of the year, and TOD property management business went out of Guangzhou.
3. China Construction Industry won the bid for HK $101 million curtain wall and BIPV photovoltaic system contract.
4. Chongqing Construction Engineering: the subsidiary company signed the contract for the second phase of Chongqing Science City Electronic Information Industry Incubator (Science Valley) of about 1.135 billion yuan.
5. Qixia Construction: it is planned to invest 500 million yuan to jointly set up Nanjing Xingyan Real Estate Company with Xunyan Construction to develop Nanjing plot G33.
Retail e-commerce
1. Maotai ice cream will be sold in 10 provinces on August 13, which will cover 19 provinces across the country.
2. Hema Hefei’s second store, Binhu Aegean Store, has officially opened, and two new stores will be opened this year.
3. Baoshan Sam’s Club is expected to open in late August, which is the first urban Sam’s Club in China.
4. The number of Jiangnan cloth member accounts exceeded 5.3 million, with an increase of 400000 in half a year.
5. Wanda Group’s Wanchai Interconnection has reached a strategic cooperation with Youzanxin Retail to achieve efficient supply chain management and digital transformation.
Car travel
1. China Automobile Association: in July, the production and sales of new energy vehicles in China were 617000 and 593000 respectively, an increase of 1.2 times over the same period last year.
2. Gaohe: 526 HiPhi X models sold in July, ranking first in the luxury pure electricity market in a row of more than 500000.
3. Happy Automobile announces that the headquarters of new energy vehicles is located in Suzhou City, Anhui Province.
4. Wesai Technology and Yiqing have reached a strategic cooperation to accelerate the mass production and landing of self-driving commercial vehicles.
5. Valeo established the first joint laboratory of vibration and noise in China, and continuously strengthened its research and development in China.
Education and training
1. The homework team attended the AISummit conference and served as the producer of the intelligent voice show.
2. Lenovo rearranges the field of education: it will increase investment in educational public welfare and technical research.
3. Zhonggong Education: the company is actively doing a good job of refund and other related work.
4. Darnay Education United Unicom Music launched the “Heiner Project” original work contest.
5. Oriental Fashion: the net profit of returning home in the first half of the year was 16.6068 million yuan, down 80.32% from the same period last year.
Medical treatment and health
1. BGI: it is planned to increase the investment of 60 million yuan to Wuhan Genoine to integrate the resources of integrated diagnosis and treatment of tumor diseases.
2. Zhiyun Health will join hands with Yipusheng to launch strategic cooperation in the field of special drug treatment.
3. Tang Chen Baijian announced that he had independently developed the local strain and won two national invention patents.
4. Jingyi science and technology strategic investment Xin Shangan, hand in hand to create a new generation of wisdom ward
5. Watson Biology plans to issue convertible bonds to raise no more than 1.235 billion yuan for new vaccine research and development projects.
Tourist accommodation
1 、
2. Ele.me: since the Summer Solstice, the takeout volume of the “Furnace City” hotel has increased by 30% over the previous month.
3. Guangdong-Hong Kong-Macau Greater Bay Area accommodation Development Research Base was unveiled in Guangzhou Garden Hotel Museum.
4. The 2022 Nanchang leisure consumption season achieved fruitful results, driving consumption of 1.53 billion yuan in three months.
5. In view of low-cost tourism and other scams, Beijing has launched a special campaign to crack down on old-age fraud in the field of literature and tourism.
Block chain
1. The Postal savings Bank purchases 57500 digital RMB quasi-account hard wallets
2. Hengqin will create three major shows of “Yuan Universe Super proving ground”, which will be open to tourists free of charge.
3. Chinese enterprises Zhonglian join hands with Tibet to launch the first phase of the digital collection of “Champion Life” series.
4. Giant Network: explore the meta-universe through self-research and investment, with self-research as the main and investment as the auxiliary.
5. Gartner releases the development cycle curve of emerging technologies: meta-universe is still at the beginning of more than a decade’s journey.
International perspective
1. Disney’s video platform has 221 million global users, surpassing Netflix to become the world’s largest video streaming platform.
2. AMD official Xuan participated in the Cologne International Game Show, and the Sharon 7000 series processor is expected to appear.
3. Samsung introduced Eco ²OLED Plus and UPC Plus technology, which have been applied to Galaxy Z Fold 4.
4. Best Buy, a US consumer electronics retailer, will lay off staff nationwide.
Peloton, an interactive fitness platform, plans to lay off about 800people in order to reduce the scale of operation and cost.
Financing acquisition
1. Cloud original real-time rendering engine technology provider “Liangyun” completed the Pre-A round financing, which was jointly led by Qianhai Ark’s Smart connected Industry Fund, Central Plains Qianhai Fund and Qilu Qianhai Fund.
2. Carroll, a developer of intelligent piano production on the Internet of things, has completed a new round of financing of tens of millions of yuan, jointly invested by alumni of China Europe International Business School, well-known professors and well-known entrepreneurs.
3. Xuantian Technology, a provider of overall solutions for digital chemical plants, has completed a new round of financing, led by Huaqiang Capital, followed by Fengqiao Capital, Qianrong Capital, Yongxin Ark and so on.
4. Hongshi Electronics, a R & D manufacturer of optical display materials, has obtained round C financing, including the initial core fund.
5. MRNA drug developer “Star Nuclear Disai” received angel round financing, which was invested by the Rehabilitation Capital New Drug Innovation Fund.
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