互联网早报 – 8月15日 星期一 – 喜茶推出学子贵宾卡，理想汽车充电地图全国上线，微软支付1370万美元Bug赏金

今日看点

✦ 海底捞发布盈利预警：预期上半年录得净亏损约2.25亿元至2.97亿元

✦ 美团无人机与天虹数科达成战略合作协议，共同探索无人机配送模式

✦ 微盟推出“微盟精选”小程序，助力商家实现视频号达人带货分销

✦ 喜茶宣布正式上线“喜茶学子贵宾卡”，学生用户可享多种专属优惠权益

✦ 理想汽车充电地图全国正式上线：10积分可抵扣1元充电服务费

✦ 比亚迪宣布成功打造中国汽车品牌首个零碳园区总部，新能源车使用率达100%

✦ 迪士尼计划12月8日推出广告版Disney+，无广告版月费涨幅达38%

✦ 微软：过去12个月累计支付1370万美元Bug赏金，由330多名研究人员分享

国内要闻

1、海底捞发布盈利预警：预期上半年录得净亏损约2.25亿元至2.97亿元

2、阿里巴巴联合19个消费领域企业共同发起“减碳友好行动”，在低碳商品、低碳物流等场景开展合作

3、伊利集团与西班牙国家足球队达成战略合作，继续深耕布局世界足球资源IP

4、美团无人机与天虹数科达成战略合作协议，共同探索无人机配送模式

5、比亚迪宣布成功打造中国汽车品牌首个零碳园区总部，新能源车使用率达100%

6、联想集团迎来“第二增长曲线”里程碑：上季度PC之外业务占比超37%达历史最高水平

7、科大讯飞：智能驾驶科技总部于6月份落户无锡市，相关产研工作有序开展中

8、龙煤集团与华为煤矿军团签署深化合作协议，打造智能化煤矿建设方案

9、中集物联AGV单机和整系统通过欧盟CE认证，获欧洲市场通行证

10、启明星辰：子公司拟向启明星辰基金会捐赠不超400万元，用于乡村振兴、助学扶贫和赈灾

政务快讯

1、市场主体发展活力报告出炉：我国市场主体总量超1.6亿户

2、公安部：我国上半年新注册登记新能源汽车220.9万辆，创历史新高

3、农业农村部：同意将北京市延庆区等49个申报单位列入第三批国家农业绿色发展先行区创建名单

4、深圳加快建设国际财富管理中心，到2025年财富管理总规模达30万亿元以上

5、上海临港新片区发布加速壮大集成电路全产业链发展行动方案，2025产业规模破千亿

6、广东：2022-2025年实现推广1万辆以上燃料电池汽车目标

7、浙江出台实施意见优化生育政策激励，婚假、产假、护理假、育儿假不得纳入事假范畴

8、推进资本产业深度融合，无锡经开区设立百亿数字经济母基金

9、安徽拟设立新能源汽车和智能网联汽车产业主题基金，总规模180亿元

10、山西将支持培育100个乡村e镇项目，已预拨2.32亿元用于保障项目前期启动

科技通信

1、中国移动：上半年算力网络资本开支为200亿元，2022全年预计为480亿元

2、重庆万国造出西南地区首颗自研自产IGBT元件，预计年内实现量产

3、紫光展锐：预计今年将有超10款搭载公司5G二代芯片的手机上市

4、华润水泥与中兴通讯携手打造5G智能安全帽，助力安全生产

5、芯智华光子合肥工厂开业投运，加速推进薄膜铌酸锂电光调制器的研发及产业化

文娱影游

1、中国男排3比0战胜日本队，时隔十年重夺亚洲杯冠军

2、国家电影局：2022年电影暑期档票房已超去年暑期档总票房

3、卡普空老牌制作人小林裕幸加盟网易游戏，曾开发《生化危机4》《鬼泣4》

4、爱奇艺·奇遇VR宣布签约两款VR趣味益智游戏《小土豆大冒险》和《迷你赛道》

5、Steam新一周销量榜：Steam Deck十一连冠，《漫威蜘蛛侠：重制版》第二

金融财经

1、中基协：7月末私募基金管理规模达20.39万亿元，重回20万亿元关口

2、国民养老保险公司首款产品“国民美好生活养老年金保险”落地建行

3、又一家券商竞逐基金托管牌照：东北证券申请材料被证监会接收

4、海通证券拟设立浦东分公司，进一步落实金融服务实体经济要求

5、湘财证券与益盟股份达成战略合作，聚焦客户运营、财富管理、投顾及股权合作领域

住房地产

1、深圳福田与太古地产签订合作，拟打造国际消费中心城区

2、陕建地产与绿城服务签订战略协议，旨在补强综合服务板块

3、越秀服务：上半年新增外拓面积387万平米，基本超过时间进度

4、南山控股拟四个物流园作为底层资产发行基础设施公募REITs

5、北京住总中标北京平谷南小区城更项目，综合整治规模逾10万平米

零售电商

1、国美与阿里云达成战略合作，对实体零售门店进行数智化升级

2、微盟推出“微盟精选”小程序，助力商家实现视频号达人带货分销

3、呷哺旗下湊湊火锅第200家餐厅落户福州，年内还将计划新增近50家门店

4、喜茶宣布正式上线“喜茶学子贵宾卡”，学生用户可享多种专属优惠权益

5、光环云数据有限公司与徐福记正式达成合作，推动企业数字化转型

汽车出行

1、理想汽车充电地图全国正式上线，可支持积分抵扣充电服务费

2、哪吒汽车与华夏银行上海分行签署战略合作协议，获60亿元综合授信额度

3、宁德时代拟在匈牙利投建新能源电池产业基地，总投资不超73.4亿欧元

4、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

5、亮道智能与中汽研欧洲检测公司达成战略合作，共建德国激光雷达测试联合实验室

教育培训

1、腾讯教育和联奕科技签订战略合作协议，共建OMO混合式教学方案

2、金宝贝重庆中心宣布破产清算，7家校区将暂停运营

3、洪涛股份：终止与企鹅教育在职业教育领域合作洽谈

4、东软教育发布中期盈利预喜：两翼业务增长强劲，归母净利润同比预增不低于70%

5、东方时尚：拟购买VR汽车驾驶模拟器设备，在驾驶培训行业推广智能驾培体系

医疗健康

1、华大基因拟拟不超过16.5亿元投资建设华大基因总部基地项目

2、华东医药：计划在三年内立项开发不少于10款ADC创新产品并积极推动临床注册研究

3、华康医疗预中标约1.17亿元医疗净化工程，今年订单持续增长

4、金域医学与赛沛中国签订战略合作协议，共同推进感染性疾病精准诊断

5、强生医疗科技携手长木谷深化战略合作，国际骨科巨头与中国科创企业共同加速骨科数字化手术升级

旅游民宿

1、

2、木鸟民宿正式入驻高德地图，开启住宿服务新场景

3、链接美好体验新生态，融创文旅俱乐部会员狂欢周年庆启幕

4、上海湾区成立全域旅游联盟，引入多元文化拓宽旅游产业链

5、南航“畅游中国”产品发售，推出全国版、探索版、云南版、陕西版、四川版等五款产品

区块链

1、浙江首个数字人民币应用示范村落地富阳湘溪：全村1600人开通数币钱包，覆盖率达95%

2、齐鲁壹点布局元宇宙赛道，打造山东首个“传媒+元宇宙”应用案例

3、光大银行携手新华网推出小茄子绿色低碳主题数字藏品

4、深铁建材与蚂蚁链达成合作，共同推进建材产业绿色低碳发展

5、第十二届北京国际电影节开幕红毯系列数字藏品将上线

国际视角

1、微软：过去12个月累计支付1370万美元Bug赏金，由330多名研究人员分享

2、迪士尼计划12月8日推出广告版Disney+，无广告版月费涨幅达38%

3、谷歌YouTube计划推出流媒体视频服务在线商店，已筹备至少18个月

4、LG Display宣布年底将推出20英寸OLED，进军中尺寸领域

5、现代集团：将投资超4亿美元与波士顿动力合作成立人工智能研究所

融资收购

1、泛家居产业数字生态平台「鲲鹭物联」完成超千万元Pre-A轮融资，由中海创科技集团战略投资

2、电子健康产品研发商「茶呵」完成千万元天使轮融资，由本心资本投资

3、趣味电商平台「天生酉道」获得数千万元战略融资，投资方为国家电力旗下中电投汇通（晋中）科技有限公司

4、线控底盘系统供应商「格陆博」完成数亿元Pre-C轮融资，由企兴资本、和高资本、中信建投资本等联合投资，新鼎资本持续追加投资

5、智能物联网AIoT芯片研发片商「微纳核芯」完成2亿元A轮和A+轮融资，A轮由方正和生领投，德贵资本、中航联创和铭石投资跟投，A+轮由毅达资本、联想创投和东方嘉富联合投资，光源资本担任独家财务顾问

6、XR芯片研发公司「万有引力」获得数亿元天使轮和Pre-A轮融资，天使轮由高榕资本领投，红杉资本、IDG资本和金沙江创投共同投资，Pre-A轮由世界知名XR领军企业领投，高榕资本、红杉资本、联想创投、耀途资本、追远创投、三七互娱、奇绩创坛、远阳资本、五源资本等投资机构共同投资

7、锂电回收利用解决方案提供商「金晟新能源」获得数亿元B轮融资，由复星锐正领投，国调战新基金、广汽资本等机构参与投资，老股东中金资本、国民创投持续加注

8、泛商科创新型职业发展平台「小贝Career」完成百万元天使轮融资，由来自于PE、券商、财富管理等背景的资深金融人士联合投资

9、手术显微镜制造服务商「速迈医学」完成近亿元Pre-IPO轮融资，由嘉乐资本、苏高新创投、约印医疗基金联合投资

10、新型药物制剂技术研发服务商「赛乐医药」完成近亿元B轮融资，由安徽创谷资本领投，合肥产投资本、合肥创新投参与投资，翠微投资担任独家财务顾问

11、核磁共振设备研发商「普思影医疗」完成数千万元天使轮融资，由闻名泉顺、东软资本及苏高新科创天使基金投资

12、可溶性微针透皮给药技术开发商「天时维」完成数千万元A轮融资，由凯风创投独家投资，百榕资本担任独家财务顾问

Today’s highlights

Gao Haidilao issued a profit warning: it is expected to record a net loss of about 225 million to 297 million yuan in the first half of the year.

Meituan UAV and Tianhong Digital reached a strategic cooperation agreement to jointly explore the UAV distribution model.

Weimeng launched “Weimeng Select” Mini Program to help merchants realize video distribution with goods.

Jiexi Tea announced the official launch of the “Tea-loving Student VIP Card”, and student users can enjoy a variety of exclusive benefits.

The ideal car charging map is officially launched nationwide: 10 points can be deducted against 1 yuan charging service fee.

BYD has announced that it has successfully built the first zero-carbon park headquarters of a Chinese automobile brand, with a utilization rate of 100% of new energy vehicles.

Disney plans to launch an advertising version of Disney+, on December 8th, with an increase of 38% in monthly fees for ad-free version.

Microsoft: a cumulative Bug reward of $13.7 million over the past 12 months, shared by more than 330 researchers

Important domestic news

1. Haidilao issued a profit warning: the net loss in the first half of the year is expected to be about 225 million to 297 million yuan.

2. Alibaba, together with 19 consumer enterprises, jointly launched the “carbon reduction Friendship Action” to cooperate in low-carbon goods, low-carbon logistics and other scenarios.

3. Yili Group has reached a strategic cooperation with the Spanish national football team to continue to cultivate and distribute the world football resources IP.

4. Meituan UAV and Tianhong Digital reached a strategic cooperation agreement to jointly explore the UAV distribution model.

5. BYD announced that it has successfully built the first zero-carbon park headquarters of Chinese automobile brands, with the utilization rate of new energy vehicles reaching 100%.

6. Lenovo Group ushered in the milestone of the “second growth curve”: more than 37% of non-PC business reached an all-time high in the last quarter.

7. IFLYTEK: the headquarters of intelligent driving technology was established in Wuxi in June, and the related industry and research work is being carried out in an orderly manner.

8. Long Coal Group and Huawei Coal Mine Corps signed a deepening cooperation agreement to build an intelligent coal mine construction plan.

9. The single machine and the whole system of CCIWU AGV have passed the EU CE certification and obtained the European market pass.

10. Kai Ming Star: the subsidiary intends to donate no more than 4 million yuan to the Kai Ming Star Foundation for rural revitalization, student poverty alleviation and disaster relief.

Government affairs bulletin

1. The report on the development vitality of market subjects has been released: the total number of market entities in China is more than 160 million.

2. Ministry of Public Security: 2.209 million new energy vehicles were newly registered in China in the first half of the year, a record high

3. The Ministry of Agriculture and villages: it has agreed to include 49 reporting units, including Yanqing District, Beijing, in the third batch of national list of agricultural green development leading areas.

4. Shenzhen will speed up the construction of an international wealth management center, with a total wealth management scale of more than 30 trillion yuan by 2025.

5. Shanghai Lingang New District has issued an action plan to accelerate the development of the whole integrated circuit industry chain, and the industrial scale of 2025 has exceeded 100 billion.

6. Guangdong: achieve the goal of popularizing more than 10, 000 fuel cell vehicles from 2022 to 2025

7. Zhejiang issued suggestions to optimize the fertility policy. Marriage leave, maternity leave, nursing leave and parenting leave shall not be included in the category of personal leave.

8. Promote the deep integration of the capital industry, and set up a 10 billion digital economy parent fund & nbsp.

9. Anhui plans to set up a theme fund for new energy vehicles and intelligent network connection automobile industry, with a total size of 18 billion yuan.

10. Shanxi will support the cultivation of 100 rural e-towns, and 232 million yuan has been earmarked to ensure the early start of the project.

Science and technology communication

1. China Mobile: the network capital expenditure for the first half of the year is 20 billion yuan, and it is expected to be 48 billion yuan for the whole year of 2022.

2. Chongqing Wanguo made the first self-developed and self-produced IGBT component in Southwest China, which is expected to achieve mass production by the end of this year.

3. Ziguang Zhanrui: more than 10 mobile phones equipped with the company’s 5G second-generation chips are expected to be on the market this year.

4. China Resources cement and ZTE join hands to create 5G intelligent safety helmets to help safe production.

5. Xinzhihua Photon Hefei Plant opened and put into operation to accelerate the research and development and industrialization of thin film lithium niobate electro-optic modulator.

Entertainment and film tour

1. The Chinese men’s volleyball team beat Japan 3-0 and won the Asian Cup again ten years later.

2. The State Film Administration: the box office of the 2022 summer film has exceeded the total box office of last year’s summer.

3. Veteran Capcom producer Yuxing Kobayashi joined NetEase and developed biochemical Evil 4 and Ghost cry 4.

4. Iqiyi Adventures VR announced the signing of two VR fun puzzle games “Little Potato Adventure” and “Mini track”

5. Steam New week sales list: Steam Deck 11 consecutive championships, Marvel Spider-Man: remaking second

Finance and finance

1. China Foundation Association: the management scale of private equity funds reached 20.39 trillion yuan at the end of July, returning to the 20 trillion yuan mark.

2. The first product of National Endowment Insurance Company, “National good Life annuity Insurance”, landed in China Construction Bank.

3. Another securities firm competes for the fund custody license: the application materials of Northeast Securities are accepted by the Securities Regulatory Commission.

4. Haitong Securities plans to set up a Pudong branch to further implement the requirements of the real economy of financial services.

5. Xiangcai Securities has reached strategic cooperation with Yimeng shares, focusing on customer operation, wealth management, and investment taking into account the areas of equity cooperation.

Housing real estate

1. Shenzhen Futian signed a cooperation with Swire Real Estate to build an international consumption center.

2. Shaanxi Construction Real Estate and Greentown Services signed a strategic agreement aimed at strengthening the integrated service sector.

3. Yuexiu service: the extension area increased by 3.87 million square meters in the first half of the year, basically exceeding the schedule.

4. Nanshan Holdings plans four logistics parks as underlying assets to issue infrastructure for public offering of REITs

5. Beijing resident General Manager won the bid for Beijing Pinggu South District City shift Project, with a comprehensive renovation scale of more than 100000 square meters.

Retail e-commerce

1. Gome and Aliyun have reached strategic cooperation to upgrade physical retail stores with digital intelligence.

2. Weimeng launched “Weimeng Select” Mini Program to help merchants realize the distribution of video users with goods.

3. The 200th restaurant of Yuanfei Hot Pot has been settled in Fuzhou, and nearly 50 new stores are planned this year.

4. Xi Cha announced the official launch of the “Tea-loving Student VIP Card”, and student users can enjoy a variety of exclusive benefits.

5. Halo Cloud data Co., Ltd. formally reached a cooperation with Xu Fuji to promote the digital transformation of the enterprise.

Car travel

1. The ideal car charging map is officially launched across the country, which can support points to deduct the charging service fee.

2. Nezha Automobile signed a strategic cooperation agreement with Huaxia Bank Shanghai Branch and won a comprehensive credit line of 6 billion yuan.

3. Ningde Times plans to build a new energy battery industry base in Hungary, with a total investment of no more than 7.34 billion euros.

4. Yiwei Lithium Energy: it is proposed to raise no more than 9 billion yuan for power storage lithium-ion battery capacity construction projects.

5. Bright Road Intelligence has reached a strategic cooperation with Sinochem Europe testing Company to jointly build a joint lidar testing laboratory in Germany.

Education and training

1. Tencent Education and Lianyi Science and Technology signed a strategic cooperation agreement to jointly build an OMO hybrid teaching program.

2. Gymboree Chongqing Center declared bankruptcy and liquidation, and 7 campuses will suspend operations.

3. Hong Tao shares: terminate the cooperation negotiations with Penguin Education in the field of vocational education.

4. Neusoft Education released medium-term profit Forecast: the business growth of the two wings is strong, and the net profit of home return is no less than 70% higher than the same period last year.

5. Oriental Fashion: plan to purchase VR driving simulator equipment to promote intelligent driving training system in the driving training industry.

Medical treatment and health

1. BGI plans to invest no more than 1.65 billion yuan in the construction of BGI headquarters base.

2. East China Medicine: plans to set up a project within three years to develop no less than 10 innovative ADC products and actively promote clinical registration research.

3. Huakang Medical won the bid for about 117 million yuan of medical purification project, and orders continued to increase this year.

4. Jinyu Medicine and Saipei China signed a strategic cooperation agreement to jointly promote accurate diagnosis of infectious diseases.

5. Johnson Medical Science and Technology join hands with Changmu Valley to deepen strategic cooperation, and international orthopedic giants and Chinese scientific and technological enterprises work together to accelerate the upgrading of orthopedic digital surgery.

Tourist accommodation

1 、

2. Wooden bird residential accommodation officially settled in Amap, opening a new scene of accommodation service.

3. Link to experience the new ecology and start the celebration of the anniversary of the carnival of the members of the Culture Travel Club.

4. Establish a global tourism alliance in Shanghai Bay area and introduce multiculturalism to broaden the tourism industry chain.

5. China Southern Airlines “Changyou China” products are on sale, with the launch of five products, including the national version, the exploratory version, the Yunnan version, the Shaanxi version and the Sichuan version.

Block chain

1. Zhejiang’s first digital RMB application demonstration village landed in Fuyang Xiangxi: 1600 people in the village opened digital wallets, covering 95%.

2. Qilu one-point layout of meta-universe track to create Shandong’s first “media + meta-universe” application case.

3. Everbright Bank joined hands with Xinhuanet to launch a small eggplant green low-carbon theme digital collection.

4. Shenzhen Railway Building Materials and Ant chain have reached cooperation to jointly promote the green and low-carbon development of the building materials industry.

5. the red carpet series of digital collections will be launched at the opening of the 12th Beijing International Film Festival.

International perspective

1. Microsoft: a total of $13.7 million Bug reward has been paid over the past 12 months, shared by more than 330 researchers

2. Disney plans to launch an advertising version of Disney+, on December 8th, with an increase of 38% in monthly fees for ad-free version.

3. Google YouTube plans to launch an online store for streaming video services, which has been planned for at least 18 months.

4. LG Display announced that it will launch a 20-inch OLED at the end of the year to enter the medium-sized field.

5. Hyundai Group: it will invest more than 400 million US dollars to set up artificial Intelligence Institute in cooperation with Boston Dynamics.

Financing acquisition

1. Pan-home industry digital ecological platform “Kun Luwu” has completed more than 10 million yuan Pre-A round financing, which is strategically invested by China Shipping Technology Group.

2. Cha, a developer of electronic health products, has completed tens of millions of yuan of angel round financing, which is invested by the heart capital.

3. Interesting e-commerce platform “Sheng Youdao” has obtained tens of millions of yuan of strategic financing, and the investor is China Power Investment Huitong (Jinzhong) Technology Co., Ltd.

4. Glubo, a supplier of on-line chassis system, has completed hundreds of millions of yuan of Pre-C round financing, which is jointly invested by Enterprise Capital, High Capital and CITIC Construction Capital, and Xinding Capital continues to increase investment.

5. Micro-Nano Core, a developer of AIoT chips in the Internet of things, has completed 200 million yuan in round An and round A + financing. Round An is led by founder Hesheng, followed by Degui Capital, AVIC Lianchuang and Mingshi Investment. A+ round is jointly invested by Yida Capital, Lenovo Venture Capital and Oriental Jiafu, and Light Source Capital acts as the exclusive financial adviser.

6. XR chip R & D company “Gravitation” received hundreds of millions of yuan in angel round and Pre-A round financing, angel round was led by Banyan Capital, Sequoia Capital, IDG capital and GSR Ventures jointly invested, Pre-A round was led by world-renowned XR leading companies, Banyan Capital, Sequoia Capital, Lenovo venture capital, Yaotu capital, Juyuan venture capital, Panax notoginseng mutual entertainment, wonderful achievements, Yuanyang capital, Wuyuan capital and other investment institutions jointly invested

7. Jinsheng New Energy, a lithium power recycling solution provider, has obtained hundreds of millions of yuan in round B financing, led by Fosun Ruizheng, invested by China Diao Zhanxin Fund, Guangzhou Automobile Capital and other institutions, and the old shareholder CICC Capital and National Venture Capital have continued to raise their bets.

8. Pan-Business innovative career development platform “Beckham Career” has completed a million yuan angel round financing, which is jointly invested by senior financial people from PE, securities firms, wealth management and other backgrounds.

9. Suimai Medical, a service provider for the manufacture of surgical microscopes, has completed nearly 100 million yuan in Pre-IPO round financing, which is jointly invested by Jiale Capital, Su Hi-tech Venture Capital and Yoyin Medical Fund.

10. Sailor Pharmaceutical, a new pharmaceutical preparation technology R & D service provider, completed nearly 100 million yuan B round financing, led by Anhui Chuanggu Capital, Hefei Industrial Capital and Hefei Innovation Investment participated in the investment, and Cuiwei Investment served as the exclusive financial adviser.

11. Nuclear magnetic resonance equipment developer “Pusiying Medical” has completed tens of millions of yuan angel round financing, which is invested by famous Quanshun, Neusoft Capital and Su Hi-tech Angel Fund.

12. Tian Shiwei, a developer of soluble microneedle transdermal drug delivery technology, completed tens of millions of yuan A round financing, which was invested exclusively by Kaifeng Venture Capital, and Bairong Capital served as the exclusive financial adviser.