今日看点
✦ A股时隔5年再迎影视股，博纳影业深交所上市首日涨停
✦ 恒大否认恒驰汽车被并购传闻：正在积极引入战略投资者
✦ 微博上线友善发评提醒功能，不友善评论将被限制发送
✦ 苏宁易家首店开业，2023年将开30家广场店及旗舰店
✦ 速卖通将举办首届国货品牌出海季，642家品牌集体出海
✦ 京东汽车推出“京东养车”品牌，打造车主首选汽车服务品牌
✦ 理想L9正式下线即将开启全国交付，累计预订量已超5万
✦ 台积电：3nm芯片将在今年下半年量产，客户产品明年问世
国内要闻
1、网易发布2022年第二季度财报：营收232亿元、净利润52.9亿元，在线游戏净收入168亿元
2、恒大回应恒驰汽车被并购传闻：正在积极引入战略投资者，不存在被并购一事
3、百度智能云“开物”广州工业互联网平台正式上线，AI算法帮企业年节省千万元成本
4、微博升级评论友善引导功能，上线“友善发评提醒”及“签署友善互动声明”功能
5、京东汽车推出“京东养车”品牌，打造车主首选汽车服务品牌
6、苏宁易购旗下苏宁易家首店818开业，2023年将开30家广场店及旗舰店
7、联想消费生态秋季发布会召开，拯救者手机、VR及小新平板等新品亮相
8、魅蓝召开回归首场新品发布会：众多好物齐发，主打专业声学与专业影像
9、中企联合粮食储备有限公司揭牌成立，由中储粮集团和中粮集团共同出资组建
10、A股时隔5年再迎影视股：博纳影业深交所上市首日涨停，市值近百亿元
政务快讯
1、科技部等九部门印发《科技支撑碳达峰碳中和实施方案（2022—2030年）》
2、工信部等五部门联合发布《关于加快邮轮游艇装备及产业发展的实施意见》
3、国家发改委：中欧班列累计开行超5.7万列，运送货值近3000亿美元
4、国家医保局就开展口腔种植医疗服务收费和耗材价格专项治理征求意见
5、市场监管总局：上半年全国登记在册市场主体1.61亿户，较2021年底增长4.4%
6、上海7月进出口额首破4000亿元人民币，创单月历史新高
7、临港新片区发布大力培育人工智能产业行动方案，力争3年内产业规模升至500亿元
8、珠海高新区启动第八届“菁牛汇”创新创业大赛，最高奖励达500万元
9、天津：从8月20日正式发放1.5亿元消费券促销费，外地游客亦适用
10、“2022江西金秋消费季”活动启动，预计全省将发放政府消费券3.6亿元
科技通信
1、全国率先，湖北移动携手烽火通信完成VC-OTN+SDH融合组网试点
2、北京联通携手华为率先完成64T64R MetaAAU商用，应对居民区深度覆盖挑战
3、河钢集团：中关铁矿成为我省首家5G信号矿井全覆盖矿山
4、联发科T830 5G芯片正式发布，采用4nm工艺
5、台积电：3nm芯片将在今年下半年量产，客户产品明年问世
文娱影游
1、中央网信办点名MCN机构，榜单、打赏、连麦PK将接受规范监管
2、国家版权局公布2022年度第七批重点作品版权保护预警名单，电影《妈妈！》等在列
3、猫眼娱乐与阅文订立娱乐内容投资及制作合作框架协议及电影宣发框架协议
4、Vfine与国内首家自媒体上市机构飞博共创达成商用音乐企服合作
5、《艾尔登法环》全球销量破1660万份，万代业绩再创新高
金融财经
1、中期协：上半年期货市场共成交单边30.46亿手和257.48万亿元
2、平安（增城）科技硅谷金融服务中心揭牌，为中小企业发展注入金融“活水”
3、服务粤港澳大湾区，中国人保（香港）有限公司澳门分公司开业
4、招商信诺人寿设立宁波分公司，以健康为专长深耕当地市场
5、英大证券携手祺鲲科技，助力企业可再生能源发电项目碳资产实现证券化
住房地产
1、SOHO中国上半年营收8.96亿元，截至6月底净资产负债率约为44%
2、嘉里建设上半年股东应占溢利27.5亿港元，内地销售录得8亿港元
3、宋都股份：公司主营业务仍为房地产经营与销售，未发生变化
4、弘阳服务已退出江苏高力美家80%股权，高力控股接盘
5、北方信托转让融创新宸房产49%股权，融创恒基地产接盘
零售电商
1、速卖通将举办首届国货品牌出海季，642家品牌集体出海
2、金鹰7-Eleven江苏3店开业，门店数超100家
3、美团：国潮饮料崛起，7月国潮饮料销量同比去年增长超210%
4、京东上半年咖啡成交额同比涨超50%，速溶冻干咖啡成交额同比增长163%
5、LVMH集团旗下高端香氛品牌梵诗柯香MFK正式进入中国市场，首店落地南京德基广场
汽车出行
1、理想汽车：理想L9正式下线即将开启全国交付，累计预订量已超5万
2、宁德时代与一汽解放成立合资公司“解放时代”，将打造新能源卡车生态链
3、广汽埃安与赣锋锂业签订战略合作协议，聚焦动力电池材料端
4、AITO问界M7将于8月24日开启首批交付，华为联合设计
5、极狐阿尔法S、阿尔法T四款车型焕新上市，补贴后售价21.88万-25.38万元
教育培训
1、网易有道2022年Q2营收9.56亿元，智能硬件营收同比增长16%
2、外研在线K12一站式智慧解决方案渠道发布会成功举办
3、浪潮软件中标亳州市智慧学校建设项目，报价1.86亿元
4、小天才：接受京津冀消协整改建议，对确认违规APP立即下架永不上架
5、北京道恩托育服务有限公司违规培训被通报：涉嫌未取得许可证，开展幼小衔接教学行为
医疗健康
1、叮当健康通过港交所上市聆讯，今年一季度净亏损逾4亿元
2、德琪医药与德睿智药达成长期战略合作，共同推进小分子抗肿瘤首创新药研发
3、荣昌生物医药园举行第一届供应商大会，聚焦供应链携手创未来
4、华海药业：与辉瑞公司签订新冠病毒治疗药物生产与供应主协议
5、南模生物：拟参设海望医疗基金，其将投资于创新药、CXO等医疗健康产业
旅游民宿
1、
2、携程发布暑期亲子游报告
3、香港迪士尼乐园飞猪旗舰店首发玲娜贝儿度假套票“优先购买权”
4、中国中免三亚凤凰机场免税店恢复线下运营，75名驻守机场员工复工复产
5、Club Med启用品牌中文名“地中海俱乐部”，进一步实现品牌在中国文旅业长远发展战略布局
区块链
1、广州住房公积金数字人民币应用场景正式落地
2、北京结算实现产权市场首笔数字人民币拍卖保证金缴存业务落地
3、中国互联网金融协会上线“基于区块链的金融机构反欺诈风险信息共享系统”
4、中国移动通信联合会执行会长：将成立元宇宙创新中心
5、20张图片见证30年荣耀历程，淄博高新区发布首件NFT数字藏品
国际视角
1、三星电子计划本月设立新研发中心，负责研发更先进NAND闪存
2、LG电子与韩国电信巨头KT合作，将携手拓展服务机器人业务
3、受益于美国和欧洲工厂产能攀升，格芯二季度晶圆出货量达创纪录的63万片
4、瑞士手表7月出口额创2014年以来最高水平，对华出口同比增长18.4%
5、阿联酋人工智能公司G42将设立百亿美元基金，专注高技术投资
融资收购
1、人脸识别技术服务商「瑞为技术」完成数亿元D轮融资，由招商局资本和上海机场旗下泓宇资本联合领投，高略资本、景泰投资跟投，原股东赛富资本继续加码，湖滨资本担任长期独家财务顾问
2、商用RISC—V处理器核IP研发商「芯来科技」完成数亿元新一轮融资，由君联资本领投，祥晖资本、首钢基金、建发新兴投资、上海科创基金、精确资本、天堂硅谷、橙叶投资跟投，老股东中电科核心技术研投基金、临芯投资、中关村芯创基金、小米长江产业基金、蓝驰创投继续追投
3、车载大算力芯片研发商「芯砺智能」获得近3亿元天使轮及产业轮融资，投资方包括某产业投资机构、经纬创投、武岳峰科创，云岫资本担任独家财务顾问
4、智能换电站综合解决方案提供商「绿舟科技」完成数千万元A+轮融资，由同创伟业领投，中天汇富跟投
5、锂电池储能系统研发商「楚睿智能」获得数千万元A轮战略融资，由国调战新、中芯聚源、智慧互联共同投资
6、跨境电商运营服务提供商「奥创爱思」完成5000万元A融资，投资方和融资顾问均为联尚德胜资本
7、数字艺术电商平台「观宙艺术」获得数千万元天使轮融资，投资方为象腾国际投资集团
8、细胞检测技术开发商「光域生物医学」完成数千万元天使轮融资，由苇渡创投独家投资
9、大分子生物药CDMO技术服务供应商「臻格生物」完成1亿元C+轮融资，由国药中金、张科禾润、临港蓝湾资本、浦东科创/海望资本共同投资
10、抗体和重组蛋白类药物研发商「皓阳生物」完成近2.5亿元B轮融资，由上海生物医药基金领投，东方嘉富、海通开元、兴华鼎立、老股东海邦投资和银杏谷等跟投，刹那资本担任独家财务顾问
Today’s highlights
Bona Pictures shares rose by the daily limit on the first day of listing on the Shenzhen Stock Exchange after a five-year interval.
Hengda denies that Hengchi has been acquired: it is actively introducing strategic investors.
“Weibo has a friendly comment reminder function online, and the sending of unfriendly comments will be restricted.
The first store of SUNING Yi family will open, and 30 plaza stores and flagship stores will be opened in 2023.
Express Express will hold the first domestic brand going out season, 642 brands will go out to sea collectively.
JD.com Automobile launched the “JD.com car maintenance” brand to create the preferred automobile service brand for car owners.
The official launch of the ideal L9 is about to start national delivery, and the cumulative bookings have exceeded 50,000.
TSMC: 3nm chips will be mass produced in the second half of this year, and customer products will be released next year.
Important domestic news
1. NetEase released financial results for the second quarter of 2022: revenue of 23.2 billion yuan, net profit of 5.29 billion yuan and net income of 16.8 billion yuan from online games.
2. Evergrande responds to the rumors that Hengchi has been acquired: it is actively introducing strategic investors, and there is no such thing as a merger.
3. Baidu Intelligent Cloud “Kaiwu” Guangzhou industrial Internet platform has been officially launched, and the AI algorithm has helped enterprises save tens of millions of yuan in annual costs.
4. Weibo upgraded the friendly guide function of comments, and launched the “friendly comment reminder” and “sign friendly Interactive statement” function.
5. JD.com Automobile launched the “JD.com car maintenance” brand to create the preferred automobile service brand for car owners.
6. SUNING’s SUNING Yijia first store opened 818, and 30 square stores and flagship stores will be opened in 2023.
7. Lenovo held a conference on consumer ecology in autumn, and new products such as Savior’s mobile phone, VR and small new tablet were unveiled & nbsp.
8. Meilan held the first press conference on the return of new products: many good things were sent together, focusing on professional acoustics and professional images.
9. China Enterprise United Grain Reserve Co., Ltd. was unveiled and established, jointly funded by Cofco and Cofco.
10, A shares welcome film and television stocks again after 5 years: bona Pictures listed on the Shenzhen Stock Exchange rose by the daily limit on the first day, with a market capitalization of nearly 10 billion yuan
Government affairs bulletin
1. Nine departments, including the Ministry of Science and Technology, issued the “Science and Technology support Carbonate carbon Neutralization implementation Plan (2022-2030)”
2. The Ministry of Industry and Information Technology and other five departments jointly issued the implementation opinions on speeding up the Development of Cruise Yacht equipment and Industry
3. National Development and Reform Commission: China-Europe trains have opened more than 57000 trains, with a delivery value of nearly 300 billion US dollars.
4. National Healthcare Security Administration solicited opinions on the special treatment of medical fees for oral implants and the price of consumable materials.
5. General Administration of Market Supervision: 161 million registered market entities were registered in the first half of the year, an increase of 4.4% over the end of 2021
6. Shanghai’s imports and exports exceeded 400 billion yuan for the first time in July, setting a new record in a single month.
7. Lingang New District has issued an action plan to vigorously cultivate the artificial intelligence industry, and strive to increase the industrial scale to 50 billion yuan within 3 years.
8. Zhuhai High-tech Zone launched the eighth “Jingniuhui” Innovation and Entrepreneurship Competition, with a maximum reward of 5 million yuan.
9. Tianjin: the promotion fee of 150 million yuan consumption coupons will be officially issued from August 20, which is also applicable to foreign tourists.
10. The activity of “2022 Jiangxi Golden Autumn consumption season” is launched, and it is expected that 360 million yuan of government consumption vouchers will be issued in the province.
Science and technology communication
1. Taking the lead in the country, Hubei Mobile has joined hands with FiberHome to complete the pilot project of VC-OTN+SDH converged network.
2. Beijing Unicom and Huawei take the lead in completing 64T64R MetaAAU commercial use to meet the challenge of deep coverage of residential areas.
3. Hegang Group: Zhongguan Iron Mine has become the first 5G signal mine with full coverage in our province.
4. MediaTek T8305G chip is officially released, using 4nm process.
5. TSMC: 3nm chips will be mass produced in the second half of this year, and customer products will be released next year.
Entertainment and film tour
1. The Central Internet Information Office named MCN institutions, and the list, reward and joint broadcasting competition will be subject to standardized supervision.
2. The National copyright Administration announced the copyright protection early warning list of the seventh batch of key works in 2022, the movie “Mom!” “waiting in the queue.
3. Cat’s Eye Entertainment and China Literature signed a framework agreement on entertainment content investment and production cooperation and a framework agreement on film promotion.
4. Vfine and Feibo, the first self-media listed institution in China, have jointly reached a commercial music business service cooperation.
5. The global sales of “Elden Ring” exceeded 16.6 million copies, and the performance of Bandai reached a new high.
Finance and finance
1. Intermediate Futures Association: in the first half of the year, there were 3.046 billion unilateral hands and 257.48 trillion yuan in the futures market.
2. Ping an (Zengcheng) Technology Silicon Valley Financial Service Center unveiled, injecting financial “living water” into the development of small and medium-sized enterprises.
3. Service Guangdong-Hong Kong-Macau Greater Bay Area, opening of Macao branch of PICC (Hong Kong) Co., Ltd.
4. China Merchants Cigna Life Insurance has set up a Ningbo branch to cultivate the local market with health as its specialty.
5. Yingda Securities will join hands with Qichen Technology to help enterprises realize securitization of carbon assets in renewable energy power generation projects.
Housing real estate
1. SOHO China had revenue of 896 million yuan in the first half of the year, with a net asset-liability ratio of about 44% as of the end of June.
2. Kerry Construction’s profit attributable to shareholders in the first half of the year was 2.75 billion Hong Kong dollars, and mainland sales recorded 800 million Hong Kong dollars.
3. Songdu shares: the company’s main business is still real estate operation and sales, which has not changed.
4. Hongyang Service has withdrawn 80% of Jiangsu Gaoli Meijia, and Gaoli Holdings has taken over.
5. Northern Trust transferred 49% equity of Rong Chuangchen Real Estate, and Rong Chuang Heng Base took over.
Retail e-commerce
1. AliExpress will hold the first domestic brand sailing season, and 642 brands will go out to sea collectively.
2. Golden Eagle 7-Eleven Jiangsu 3 stores opened, with more than 100 stores
3. Meituan: the national tide beverage is on the rise. In July, the sales volume of the national tide beverage increased by more than 210% compared with the same period last year.
4. JD.com ‘s coffee turnover in the first half of the year increased by more than 50% compared with the same period last year, and the turnover of instant freeze-dried coffee increased by 163% compared with the same period last year.
5. LVMH Group’s high-end fragrance brand Van Shih Kexiang MFK has officially entered the Chinese market, with its first store located in Nanjing Deji Square.
Car travel
1. Ideal car: the official launch of the ideal L9 is about to start national delivery, with a cumulative booking of more than 50,000.
2. Ningde era and FAW Jiefang set up a joint venture “Liberation era”, which will build the ecological chain of new energy trucks.
3. GAC Ean signed a strategic cooperation agreement with Ganfeng Lithium Industry to focus on the material end of power batteries.
4. AITO ask M7 will start the first delivery on August 24th, Huawei Joint Design
5. Polar Fox Alpha S and Alpha T models are renovated and put on the market, with a subsidised price of 218800-253800 yuan.
Education and training
1. NetEase youdao 2022 Q2 revenue of 956 million yuan, smart hardware revenue increased by 16% year-on-year.
2. Foreign research online K12 one-stop smart solution channel conference was successfully held.
3. The wave software won the bid for the construction project of Bozhou Wisdom School, with a quotation of 186 million yuan.
4. Genius: accept the rectification and reform proposal of the Beijing-Tianjin-Hebei consumers Association, and confirm that the illegal APP will be removed immediately and never be on the shelves.
5. Beijing Dawn nursery Service Co., Ltd. was notified of illegal training: suspected of carrying out bridging teaching behavior for young children without obtaining a license.
Medical treatment and health
1. Tinker Bell Health heard through the Hong Kong Stock Exchange, with a net loss of more than 400 million yuan in the first quarter of this year.
2. Deqi Pharmaceuticals and Deluizhi Pharmaceuticals have reached a long-term strategic cooperation to jointly promote the research and development of small molecular anti-tumor drugs.
3. Rongchang Biopharmaceutical Park held the first supplier conference to focus on the supply chain to create the future.
4. Huahai Pharmaceutical Co., Ltd.: signed a master agreement with Pfizer on the production and supply of novel coronavirus therapeutic drugs.
5. South Model Biology: it is proposed to join the Haiwang Medical Fund, which will invest in innovative drugs, CXO and other medical and health industries.
Tourist accommodation
1 、
2. Ctrip releases a report on summer parent-child travel
3. Hong Kong Disneyland Flying Pig flagship store launched Lina Belle holiday package “pre-emptive right”
4. China exemption Sanya Phoenix Airport duty-free shop resumes offline operation, and 75 employees stationed at the airport return to work and production.
5. Club Med uses the Chinese name “Club Med Bali” of the brand to further realize the strategic layout of the long-term development of the brand in China’s cultural and tourism industry.
Block chain
1. The application scenario of Guangzhou housing provident fund digital RMB has officially landed.
2. Beijing settlement realizes the landing of the first digital RMB auction margin deposit business in the property rights market.
3. China Internet Finance Association launched the “Anti-Fraud risk Information sharing system of Financial institutions based on Block chain”
4. Executive Chairman of China Mobile Communications Federation: meta Universe Innovation Center will be established.
5. 20 pictures witness 30 years of glory. Zibo High-tech Zone released the first NFT digital collection.
International perspective
1. Samsung Electronics plans to set up a new R & D center this month, which will be responsible for developing more advanced NAND flash memory.
2. LG Electronics and South Korean telecom giant KT will work together to expand the service robot business.
3. Benefiting from the increase in factory production capacity in the United States and Europe, wafer shipments reached a record 630000 pieces in the second quarter.
4. Exports of Swiss watches in July reached the highest level since 2014, and exports to China increased by 18.4% compared with the same period last year.
G42, an artificial intelligence company in the United Arab Emirates, will set up a $10 billion fund to focus on high-tech investment.
Financing acquisition
1. Face recognition technology service provider Ruiwei Technology has completed hundreds of millions of yuan of D-round financing, led by China Merchants Capital and Hongyu Capital of Shanghai Airport, followed by Gaolo Capital and Jingtai Investment, and the original shareholder Saifu Capital continued to increase its size. Hubin Capital acts as a long-term exclusive financial adviser.
2. Xinlai Technology, a commercial RISC-V processor core IP developer, has completed a new round of financing of hundreds of millions of yuan, led by Junlian Capital, Xianghui Capital, Shougang Fund, Jianfa Xinxing Investment, Shanghai Science and Technology Fund, Precision Capital, Paradise Silicon Valley, Orange Leaf Investment, old shareholder China Electric Core Technology Research and Investment Fund, Linxin Investment, Zhongguancun Core Fund, Xiaomi Changjiang Industrial Fund, Lanchi Venture Capital continue to chase investment.
3. Car-mounted Big Computing chip developer “Core sharpen Intelligence” has obtained nearly 300 million yuan in angel round and industrial round financing, with investors including some industrial investment institutions, Matrix Partners and Wuyuefeng Kechuang, and Yunyi Capital acts as the exclusive financial adviser.
4. Luzhou Technology, an integrated solution provider for intelligent power exchange stations, has completed tens of millions of yuan of A + round financing, led by Tongchuang Weiye, and Zhongtian Huifu.
5. “Churui Intelligence”, a developer of lithium battery energy storage system, has obtained tens of millions of yuan A round strategic financing, which is jointly invested by State Diao Zhanxin, SMIC Juyuan and Wisdom Interconnection.
6. Cross-border e-commerce operation service provider “Ultron Aisi” has completed 50 million yuan A financing, and the investors and financing consultants are Lianshang Desheng Capital.
7. Digital art e-commerce platform Guanzhou Art has received tens of millions of yuan of angel round financing, and the investor is Xiangteng International Investment Group.
8. Optic Biomedical, a developer of cell detection technology, completed tens of millions of yuan of angel round financing, which was exclusively invested by Weidu Venture Capital.
9. Zhenge Biology, a CDMO technology service provider for macromolecular biopharmaceuticals, has completed 100 million yuan of C + round financing, which is jointly invested by CNPC, Zhang Kehe run, Lingang Blue Bay Capital and Pudong Kechuang / Haiwang Capital.
10. Antibody and recombinant protein drug developer “Haoyang Biology” completed nearly 250 million yuan B round financing, led by Shanghai Biopharmaceutical Fund, followed by Oriental Jiafu, Haitong Kaiyuan, Xinghua Dingli, old shareholder Haibang Investment and Ginkgo Valley. Instant Capital acts as the exclusive financial adviser.
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