今日看点
✦ 腾讯Q2财报：总收入1340亿元、盈利281亿元，微信及WeChat月活跃用户12.99亿
✦ 华为发布2021年可持续发展报告：全球共19.5万员工，保障投入达150多亿元
✦ 抖音上线溯源、打标、跳转等9项新功能，治理不实信息
✦ 小仙炖宣布深入线下布局：将入驻武汉国际广场、西安赛格国际购物中心
✦ 携程：2022预售订单增长超30%，第二届“919旅行囤货划算节”启动
✦ 广东人社、深圳人社、腾讯联合颁证，广东首批持证区块链人才正式诞生
✦ 首届世界职业技术教育发展大会8月19日-20日将在天津举办
国内要闻
1、腾讯控股发布2022年度第二季度财报：营收1340亿元、净利润（Non-IFRS）281.39亿元，微信及WeChat月活跃用户12.99亿
2、微信支付：2021年9月至2022年6月，在支付服务手续费方面已累计让利约30亿，惠及小微商家超过2000万
3、华为发布2021年可持续发展报告：全球共19.5万员工，保障投入达150多亿元
4、抖音上线溯源、打标、跳转等9项新功能，治理不实信息
5、便利蜂回应“大幅关店传闻”：消息不实，正推进冬眠门店复开和新店开业
6、寺库回应“人去楼空，疑似跑路”：报道不实，目前在岗员工有几百人
7、中国中免：向海南省三亚市红十字会捐赠200万元（含部分物资）
8、京东物流与山东港口物流集团达成战略合作，强化大宗商品供应链一体化升级
9、OPPO 2022开发者大会官宣定档8月30日，将发布全新ColorOS 13以及首个智慧跨端系统
10、全球首颗医学遥感卫星是武汉造：“武汉大学人民医院健康号”拟于明年10月前发射
政务快讯
1、市场监管总局：集中整治商品过度包装、“天价”月饼和蟹卡蟹券等问题，为期2个月
2、工信部、财政部：到2025年打造4000-6000家“小灯塔”企业作为数字化转型样本
3、住建部：全国已开工建设保障性租赁住房可解决700万新市民、青年人住房困难
4、中办、国办印发《“十四五”文化发展规划》，加快文化产业数字化布局
5、国家药监局就《化妆品网络经营监督管理办法》公开征求意见
6、上海将首次发放电子消费券：分三轮发放，总规模达到10亿元
7、广佛全域同城化“十四五”发展规划印发，共建互联互通的基础设施网络
8、浙江省5G基站突破14万个，千兆网络具备覆盖2900万户家庭的能力
9、黑龙江省新建存栏3000头以上大型奶牛养殖场最高补贴5000万元
10、2021年长三角地区GDP占全国24.1%，正加速成为经济强劲活跃增长极
科技通信
1、中国电信上半年研发投入57亿元同比增长54.8%，自研成果清单增长3.1倍
2、江苏联通携手华为全球首发5G用户常驻社区识别，助力千兆宽带用户高质量发展
3、山西移动携手华为完成MetaAAU极简网络乡镇连片示范区，引领数字乡村振兴
4、完成多项工业连接新技术验证，爱立信与中国移动为5G“无线全连接工厂”注入新动能
5、联发科宣布完成全球首次5G NTN卫星手机连线测试：手机可通过卫星信号上网
文娱影游
1、芒果超媒：上半年实现净利11.91亿元，会员业务营收持续增长
2、完美世界：次世代端游大作《诛仙世界》将于8月19日开启首次测试
3、腾讯代理协议到期，《战争雷霆》国服宣布将于10月17日停运
4、亚马逊云科技联手TapTap启动出海计划：3.5万美元云服务代金券助力游戏创业者起步
5、7月全球热门移动游戏下载量排行：《Stumble Guys》超《地铁跑酷》登顶
金融财经
1、中国进出口银行北京分行信贷余额首破千亿元大关
2、北京银行携手多方发布“首都电影人才金融扶植计划”，并揭牌“北京电影产业共建基地”
3、中银理财首只养老理财产品提前完成募集，募集规模60亿元
4、苏州科技金融实验室揭牌，智慧芽与14家金融机构完成首批签约
5、中宏保险发布2022年个险理赔半年报：赔付2.7亿元 重疾险理赔占比近七成
住房地产
1、中国建筑：1-7月新签合同总额21719亿元，同比增长9.7%
2、雅生活中期录营业额同比增22%至76.2亿元，在管面积5.29亿平米
3、外高桥集团上半年营收49.58亿元，房地产转让出售收入占58%
4、侨银股份确认中标南昌西湖区环卫项目，成交金额约8.28亿元
5、中海宏洋上半年拥有人应占溢利24.5亿，新增权益土储93.42万平米
零售电商
1、茅台冰淇淋8月16日起在网易严选发售，新品首发价三杯包邮226元
2、沃尔玛中国Q2净销售额增长15.9%，电商净销售额增长77%
3、小仙炖宣布深入线下布局：将入驻武汉国际广场、西安赛格国际购物中心
4、LVMH旗下男装品牌Berluti入驻天猫奢品，首发Playoff运动鞋限量款
5、深圳杉杉奥特莱斯广场将于8月18日试营业，系杉杉商业集团华南首店
汽车出行
1、文远知行发布新一代WeRide One通用技术平台，加速自动驾驶落地
2、一汽解放：国内首批前装量产自动驾驶重卡J7订单交付
3、上汽发布高级别自动驾驶2.0技术架构，将装载于Robotaxi 2.0
4、长城汽车投资建设第三代半导体模组封测制造基地，年产120万套
5、四维图新获头部新能源车企L2级自动驾驶辅助系统合作订单，将在数款车型上配套量产
教育培训
1、新东方国际教育引入朗思全新一代语言能力测评体系，为学生提供更多选择
2、5G赋能教育行业数字化转型，中国联通启动5G校园随行专网点亮“百城千校”专项行动
3、首届世界职业技术教育发展大会8月19日-20日将在天津举办
4、本源量子与安徽大学物理学院签署战略合作协议，开启产学研校企合作
5、教育部：自2025年秋季起高等学历继续教育不再使用“函授”“业余”的名称，统一为“非脱产”
医疗健康
1、武田中国携手百洋医药，再续消化领域战略合作
2、复星医药：控股子公司无菌原料药车间通过GMP符合性检查
3、盘龙药业：与陕西省中医药研究院签订技术开发合作合同
4、郑大一附院检验医学门诊开诊，为河南省首家检验医学门诊
5、盈科资本完成新一期生物医药基金募集，预计带动80亿元投资
旅游民宿
1、携程：2022预售订单增长超30%，第二届“919旅行囤货划算节”启动
2、预计年销售额超2000万，棕榈股份旗下房车露营基地试运营
3、亢谷国家级旅游度假区获1.6亿“农文旅”融合发展助力贷款
4、上海首家希尔顿嘉悦里品牌酒店落户乐高商业街，年内开工建设
5、首批广东省文化产业赋能乡村振兴典型案例正式发布
区块链
1、数币再添新场景，北京地区首笔数币拍卖保证金缴存业务落地
2、广东人社、深圳人社、腾讯联合颁证，广东首批持证区块链人才正式诞生
3、《“十四五”文化发展规划》鼓励用区块链技术进行版权保护
4、2022全球元宇宙大会将于8月18日至19日在上海首站启动，后续将在全球多城市陆续召开
5、Meta元宇宙应用Horizon Worlds将于本周在法国和西班牙上线
国际视角
1、AMD宣布将于8月30日举行新品发布会，预计发布5款新处理器
2、紧追SK海力士，三星电子将在今年推出236层NAND闪存
3、Spotify将免费试用期延长至三个月，同时为老用户提供折扣
4、沃尔玛与派拉蒙达成独家协议，9月起向会员提供流媒体服务
5、富士发布2022财年第一季度财报，影像事业领域利润同比增长31.8％
融资收购
1、高端租车品牌「枫叶租车」完成近亿元A轮融资，由上海联创领投，老股东蕴是资本追加投资
2、自动驾驶应用系统解决方案提供商「盟识科技」完成数千万元A轮融资，由力鼎资本、银河系创投领投，瑞夏资本、载合资本跟投
3、新能源重卡初创企业「苇渡科技」完成亿元级天使轮融资，由金沙江创投领投，觉资投资等跟投
4、车规级芯片设计服务商「芯科集成」获得数千万元天使轮融资，由联想创投独家投资
5、零碳绿能交通综合服务商「启源芯动力」完成10亿元A轮融资，由产业链上下游、专业投资机构等多家知名企业参与投资
6、近传感模拟计算AI芯片公司「每刻深思」获得近亿元Pre-A轮融资，由旷沄基金、SEE Fund、龙鼎资本、中阳融正基金和老股东丰元资本投资
7、半导体装备核心零部件研发商「隐冠半导体」完成超2亿元战略轮融资，由建信投资和君桐资本领投，天使投资人季子投资再次超比例跟投，毅达资本、基石资本、俱成投资、福建展信与励石投资等知名投资机构跟投
8、半导体设备及配件研发商「胜达克半导体」完成亿元级新一轮融资，由高瓴资本、永鑫资本、广东恒奕泰等共同投资
9、商业航天高科技创业公司「星辰空间」完成数千万元Pre-A轮融资，由普华资本和启赋资本投资，北拓资本担任独家财务顾问
10、农药制剂制造及服务提供商「艾津集团」获得数千万元新一轮融资，由江苏省农垦集团旗下江苏疌泉现代农业发展产业投资基金独家投资
11、东南亚电商综合服务商「来赞宝」完成数千万美元新一轮融资，泰合资本担任独家财务顾问
12、互联网法律服务提供商「共律科技」完成近千万元Pre-A轮融资，由平定创业基金投资
13、新一代大分子抗体研发商「天辰生物」完成数千万元A+轮融资，由原有股东继续追加投资
14、质谱多组学精准医疗应用领域头部企业「中科新生命」完成数亿元B轮融资，由君联资本领投，浩悦资本担任独家财务顾问
15、通用型DNT细胞药物研发商「瑞顺生物」完成5900万元A+轮融资，由粤财医药基金、百度风投等新老投资人参与
Today’s highlights
Tencent Q2 reported a total revenue of 134 billion yuan and a profit of 28.1 billion yuan, and 1.299 billion monthly active users of Wechat and WeChat
Huawei released the 2021 Sustainable Development report: a total of 195000 employees worldwide, with a guaranteed investment of more than 15 billion yuan.
Nine new functions, such as traceability, marking and jump transfer, are available on Douyin to manage false information.
Xiao Xian stew announced that it will go deep into the offline layout: it will be stationed in Wuhan International Plaza and Xi’an Saige International Shopping Center.
Ctrip: 2022 advance orders increase by more than 30%, the second “919th Travel hoarding calculation Festival” starts
Guangdong Renshe, Shenzhen Renshe and Tencent jointly issued a certificate, and the first batch of licensed blockchain talents in Guangdong were officially born.
The first World Conference on the Development of Vocational and Technical Education will be held in Tianjin from August 19 to 20.
Important domestic news
1. Tencent Holdings released results for the second quarter of 2022: revenue of 134 billion yuan, net profit (Non-IFRS) of 28.139 billion yuan, Wechat and WeChat monthly active users of 1.299 billion
2. WeChat Pay: from September 2021 to June 2022, it has made a cumulative profit of about 3 billion in the payment of service fees, benefiting more than 20 million of small and micro businesses.
3. Huawei released the 2021 Sustainable Development report: a total of 195000 employees worldwide, with a guaranteed investment of more than 15 billion yuan.
4. Douyin online traceability, marking, jump and other 9 new functions to manage false information
5. Convenience bees respond to “rumors of substantial store closures”: the news is not true and is promoting the reopening of hibernating stores and the opening of new stores.
6. Siku responded that “the building is empty and it is suspected to run away”: the report is not true, and there are hundreds of employees on duty at present.
7. China exemption: donating 2 million yuan (including some materials) to the Red Cross Society of Sanya City, Hainan Province
JD.com Logistics and Shandong Port Logistics Group have reached strategic cooperation to strengthen the integrated upgrading of commodity supply chains.
9. The official of the OPPO 2022 developer Conference announced that the new ColorOS 13 and the first intelligent cross-end system will be released on August 30th.
10. The world’s first medical remote sensing satellite is built in Wuhan: the Health of the people’s Hospital of Wuhan University is scheduled to be launched before October next year.
Government affairs bulletin
1. General Administration of Market Supervision: focus on overpackaging, “sky-high” mooncakes and crab coupons for a period of 2 months.
2. Ministry of Industry and Information Technology, Ministry of Finance: build 4000-6000 “small lighthouse” enterprises as samples of digital transformation by 2025
3. Ministry of Housing and Construction: construction of indemnificatory rental housing has started throughout the country, which can solve the housing difficulties of 7 million new citizens and young people.
4. The Office of the CPC Central Committee and the Office of the State Council issued the “14th five-year Plan for Cultural Development” to speed up the digital layout of the cultural industry.
5. The State Drug Administration openly solicited opinions on the measures for the Supervision and Administration of Cosmetic Network Operation.
6. Shanghai will issue electronic consumer coupons for the first time: in three rounds, with a total size of 1 billion yuan.
7. Guangfo’s 14th five-year Development Plan for cosmopolitanization has been issued to jointly build an interconnected infrastructure network.
8. Zhejiang Province has more than 140000 5G base stations, and the gigabit network has the ability to cover 29 million households.
9. The maximum subsidy of more than 3000 large dairy farms in Heilongjiang Province is 50 million yuan & nbsp.
10. The Yangtze River Delta region accounts for 24.1% of the country’s GDP in 2021, which is accelerating to become a strong and active economic growth pole.
Science and technology communication
1. China Telecom’s R & D investment of 5.7 billion yuan in the first half of the year increased by 54.8% over the same period last year, and the list of self-research achievements increased by 3.1 times.
2. Jiangsu Unicom will join hands with Huawei to identify the resident community of global debut 5G users to promote the high-quality development of gigabit broadband users.
3. Shanxi Mobile joined hands with Huawei to complete the MetaAAU minimalist network township demonstration zone, leading the revitalization of the digital countryside.
4. Complete a number of new industrial connection technology verification, Ericsson and China Mobile inject new kinetic energy into the 5G “wireless full connection factory”
5. MediaTek announced the completion of the world’s first 5G NTN satellite mobile phone connection test: mobile phones can surf the Internet through satellite signals.
Entertainment and film tour
1. Mango supermedia: the net profit in the first half of the year was 1.191 billion yuan, and the revenue of the member business continued to grow.
2. Perfect World: the next generation PC game masterpiece “Zhu Xian World” will be tested for the first time on August 19th.
3. The Tencent agency agreement expires, and the “War Thunder” national service announced that it will stop shipping on October 17.
4. Amazon Cloud Technology joins hands with TapTap to launch the sailing program: $35000 cloud service vouchers help game entrepreneurs get started.
In May and July, the number of downloads of the world’s most popular mobile games ranked: “Stumble Guys” surpassed “Metro Parkour” to the top.
Finance and finance
1. The credit balance of the Export-Import Bank of China Beijing Branch broke the 100 billion yuan mark for the first time.
2. The Bank of Beijing has jointly issued the “Capital Film Talent Financial support Plan” and unveiled the “Beijing Film Industry Co-Construction Base”.
3. The first old-age wealth management product of Bank of China was raised ahead of schedule, with a scale of 6 billion yuan.
4. Suzhou Science and Technology Finance Laboratory unveiled, Wisdom Bud completed the first batch of contracts with 14 financial institutions.
5. Manulife-Sinochem issued a semi-annual report on 2022 insurance claims: compensation of 270 million yuan accounted for nearly 70% of serious illness insurance claims.
Housing real estate
1. China Construction: the total value of newly signed contracts from January to July was 2.1719 trillion yuan, an increase of 9.7% over the same period last year.
2. Yashi’s mid-term turnover increased by 22% to 7.62 billion yuan over the same period last year, with a managed area of 529 million square meters
3. Waigaoqiao Group’s revenue in the first half of the year was 4.958 billion yuan, and the income from real estate transfer and sale accounted for 58%.
4. Qiaobin shares confirmed the winning bid for the sanitation project in Xihu District, Nanchang, with a transaction value of about 828 million yuan.
5. The profit attributable to the owners of China Shipping Hongyang in the first half of the year is 2.45 billion, with an additional equity reserve of 934200 square meters.
Retail e-commerce
1. Maotai ice cream will be put on sale in NetEase’s strict selection from August 16. the first price of the new product is 226yuan for three cups of free delivery.
2. Wal-Mart China Q2 net sales increased by 15.9%, while e-commerce net sales increased by 77%.
3. Xiao Xian stew announced that it will go deep into the offline layout: it will be stationed in Wuhan International Plaza and Xi’an Saige International Shopping Center.
4. Berluti, a menswear brand owned by LVMH, is stationed in Tmall luxury goods, and the first Playoff sports shoes are limited.
Shenzhen Shanshan OUTLETS Plaza, which is the first store of Shanshan Commercial Group in South China, will open for trial on August 18.
Car travel
1. Wenyuan Zhixing released a new generation of WeRide One general technology platform to accelerate autopilot landing.
2. FAW Liberation: the first pre-production self-driving heavy truck J7 order delivery in China
3. SAIC released the high-level autopilot 2.0 technology architecture, which will be loaded on Robotaxi 2.0.
4. Great Wall Automobile invests in the construction of a closed test and manufacturing base for the third generation semiconductor modules, with an annual output of 1.2 million sets.
5. Four-dimensional map has newly won a cooperative order for the L2 self-driving assistant system of the head new energy vehicle company, which will be matched with mass production on several models.
Education and training
1. New Oriental International Education introduces a new generation of Lance language proficiency assessment system to provide students with more choices.
2. With the digital transformation of the 5G enabling education industry, China Unicom launched the special campaign of “a hundred cities and a thousand schools” lit up by the 5G campus special network.
3. The first World Conference on the Development of Vocational and Technical Education will be held in Tianjin from August 19 to 20.
4. Origin Quantum signed a strategic cooperation agreement with the School of Physics of Anhui University to start industry-university-research cooperation.
5. Ministry of Education: from the autumn of 2025, the term “correspondence” and “amateur” will no longer be used in higher academic continuing education, and it will be unified as “non-full-time”.
Medical treatment and health
1. Takeda China will join hands with Baiyang Medicine to continue the strategic cooperation in the field of digestion.
2. Fosun Pharmaceutical: the aseptic API workshop of the holding subsidiary passed the GMP compliance test.
3. Panlong Pharmaceutical Industry: signed a technical development cooperation contract with Shaanxi Institute of traditional Chinese Medicine
4. The laboratory medicine clinic of Zheng Dayi affiliated Hospital opened, which is the first laboratory medicine clinic in Henan Province.
5. Pacific Century Capital has completed the new phase of the Biopharmaceutical Fund, which is expected to lead to an investment of 8 billion yuan.
Tourist accommodation
1. Ctrip: 2022 advance orders increased by more than 30%, and the second “919th Travel hoarding calculation Festival” was launched.
2. The annual sales are expected to exceed 20 million, and Palm’s RV camping base is in trial operation.
3. Kanggu National Tourism Holiday Resort received 160 million loan for the integrated development of “Agricultural and Cultural Brigade”.
4. Shanghai’s first Hilton Hyatt Lane hotel settled in Lego Mall, and construction began this year.
5. The first batch of typical cases of rural revitalization empowered by cultural industry in Guangdong Province have been officially released.
Block chain
1. A new scene has been added to the digital coin auction. The deposit business of the first digital coin auction in Beijing has landed.
2. Guangdong Renshe, Shenzhen Renshe and Tencent jointly issued certificates, and the first batch of licensed blockchain talents in Guangdong were officially born.
3. The Cultural Development Plan of the 14th five-year Plan encourages the use of block chain technology for copyright protection
4. The 2022 Global Metacosmos Conference will be held in Shanghai from August 18 to 19, and will be held in many cities around the world.
5. Meta metacosmos application Horizon Worlds will be launched in France and Spain this week
International perspective
1. AMD announced that it will hold a new product launch on August 30th, and five new processors are expected to be released.
2. Catching up with SK Hynix, Samsung Electronics will launch 236 layers of NAND flash memory this year
3. Spotify extends the free trial period to three months and offers discounts to regular users.
4. Wal-Mart and Paramount reached an exclusive agreement to provide streaming services to members from September.
5. Fuji released its results for the first quarter of fiscal 2022, showing a 31.8% year-on-year increase in profits in the imaging industry.
Financing acquisition
1. Maple Leaf car Rental, a high-end car rental brand, has completed nearly 100 million yuan A round financing, led by Shanghai Lianchuang, and the old shareholder Yun is capital additional investment.
2. Self-driving application solution provider “Mengshi Technology” has completed tens of millions of yuan A round financing, led by Liding Capital and Galaxy Venture Capital, followed by Rexia Capital and Carrier Capital.
3. New energy heavy truck start-up “Weidu Technology” has completed 100 million yuan angel round financing, led by Jinshajiang Venture Capital, Jue Capital Investment and so on.
4. “Core Integration”, a car specification-level chip design service provider, has obtained tens of millions of yuan of angel round financing, which is invested exclusively by Lenovo Venture Capital.
5. Zero-carbon green energy transportation integrated service provider Qiyuan Core Power has completed 1 billion yuan A round financing, with the participation of many well-known enterprises such as the upstream and downstream of the industrial chain, professional investment institutions and other well-known enterprises.
6. Near sensor simulation calculation AI chip company “thinking every moment” received nearly 100 million yuan in Pre-A round financing, which was invested by Kuangji Fund, SEE Fund, Longding Capital, Zhongyang Rongzheng Fund and veteran shareholder Fengyuan Capital.
7. Hidden Crown Semiconductor, a developer of core components of semiconductor equipment, has completed a strategic round of financing of more than 200 million yuan, led by Jianxin Investment and Juntong Capital. Jianzi Investment of Angel investors once again exceeded the proportion of investment. Yida Capital, Cornerstone Capital, Jucheng Investment, Fujian Zhanxin Investment and Lishi Investment and other well-known investment institutions follow.
8. Semiconductor equipment and accessories developer “Shengdak Semiconductor” has completed a new round of financing of 100 million yuan, which is jointly invested by Hillhouse Capital, Yongxin Capital and Guangdong Hengyitai.
9. Star Space, a commercial aerospace high-tech start-up company, has completed tens of millions of yuan Pre-A round financing, which is invested by Pu Hua Capital and Qifu Capital, and Beituo Capital serves as the exclusive financial adviser.
10. “Aijin Group”, a pesticide preparation manufacturing and service provider, has obtained tens of millions of yuan in a new round of financing, which is exclusively invested by Jiangsu Shiquan Modern Agricultural Development Industry Investment Fund, a subsidiary of Jiangsu Agricultural Reclamation Group.
11. Laizanbao, an integrated e-commerce service provider in Southeast Asia, has completed a new round of financing of tens of millions of dollars, with Taihe Capital acting as the exclusive financial adviser.
12. Internet legal service provider “Co-Law Technology” has completed nearly 10 million yuan Pre-A round financing, which will be invested by Ping Ping Venture Fund.
13. Tianchen Bio, a new generation of macromolecular antibody developer, has completed tens of millions of yuan of A + round financing, and the original shareholders will continue to make additional investments.
14. Mass spectrometry multi-group precision medical application field leading enterprise “Zhongke Xinsheng” completed hundreds of millions of yuan B round financing, led by Junlian Capital, and Haoyue Capital served as the exclusive financial adviser.
15. Ruishun Biology, a general-purpose DNT cell drug developer, has completed a round of financing of 59 million yuan, with the participation of new and old investors such as Yuecai Pharmaceutical Fund and Baidu Venture Capital.
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