今日看点
✦ 阿里云“中小企业数字化服务节”开启,5亿数字化资源助企纾困发展
✦ 饿了么和抖音宣布达成合作,共同探索“即看即点即达”新服务模式
✦ 拼多多推出“超级农货节”,覆盖全国20万款农产品、超10万家涉农店铺
✦ 同程旅行微信小程序设立以来累计去重访问用户数目突破十亿
✦ 广汽传祺第300万辆整车下线,向新能源科技企业全面转型
✦ 京东健康发布“数智医疗”解决方案体系,助推医疗服务体系高质量发展
✦ 我国机器人行业2021年营收超1300亿元,稳居全球第一大工业机器人市场
✦ 高通计划用新芯片再次进军服务器市场,减少对智能手机业务依赖
国内要闻
1、阿里云联合100多家生态伙伴共同发起“中小企业数字化服务节”,数字化助企纾困发展
2、拼多多启动“超级农货节”:24天投入15亿资源,助力近2000农产区加速数字化
3、饿了么和抖音宣布达成合作,共同探索“即看即点即达”新服务模式
4、新东方总公司面向所有离开新东方的老师发出职位邀请,开放岗位包括主播、销售运营经理等
5、共建智慧燃气共享生态圈,腾讯云首发城市燃气智慧服务解决方案
6、京东电器与中国三星电子达成战略合作,共同推动IoT智能服务行业发展
7、中国联通数字乡村服务云平台快速推广,已累计服务行政村22万个
8、美的与清华大学签约发力绿色智能科技,为楼宇建筑、工业园区提供“美的样本”
9、2022年图计算挑战赛Graph Challenge结果揭晓,华中科技大学团队蝉联全球冠军
10、2022未来科学大奖获奖名单公布,李文辉、杨学明、莫毅明获奖
政务快讯
1、工信部:我国机器人行业2021年营收超1300亿元,稳居全球第一大工业机器人市场
2、中央网信办:“清朗”系列专项行动开展以来,清理违法和不良信息200多亿条,账号近14亿个
3、国家药监局:10月1日起,正式实施化妆品电子注册证
4、国家卫健委:到2025年我国卫生健康人员总量有望达1600万人
5、国家能源局:今年前7个月我国油气总产量创历史新高,有力支撑经济社会发展
6、交通运输部:命名成都市等13个城市国家公交都市建设示范城市
7、商务部等10部门确定全国第二批城市一刻钟便民生活圈试点地区50个
8、住建部:全国已建设改造“口袋公园”近三万个,城市人均公园绿地面积约15平方米
9、我国牵头制定首个新型电力系统国际标准体系,推动能源低碳转型
10、通达欧洲24国200个城市,今年以来中欧班列累计开行达10000列
科技通信
1、旷视:上半年企业业务与生态伙伴共创80余AIoT场景方案
2、东土科技发布基于国内首颗TSN芯片的时间敏感网络整体解决方案
3、润欣科技:拟与思迈芯半导体就相关车规级芯片、IOT模拟及信号链芯片开展合作
4、加速光电芯片产业化,北京光电芯片封装测试验证平台一期建设完成
5、浙江清华长三角半导体产业技术创新中心项目落户湖州,重点突破第三代半导体材料前沿技术
文娱影游
1、腾讯QQ空间“花藤”宣布将于10月18日正式停止运营
2、网易互娱AI Lab获2022 IEEE CoG足球AI竞赛双料冠军
3、三七互娱投资XR芯片研发商万有引力,加码XR产业链布局
4、国漫电影《新神榜:杨戬》票房突破1亿大关,顶级特效加持经典神话
5、国产科幻电影《流浪地球2》首支预告发布,2023年大年初一上映
金融财经
1、蚂蚁集团两项技术获IDC技术创新大奖,安全科技能力受权威认可
2、农发基础设施基金完成全部900亿元资金投放,可拉动项目总投资超万亿元
3、交通银行发布粤港澳大湾区金融服务品牌“交银湾通”
4、汇丰上海临港新片区分行获批开业,成为首家入驻的外资银行分行
5、南京大学-苏银金融租赁联合研究中心正式成立,产学研深度融合赋能行业发展
住房地产
1、自如发布全新合租产品“友家7.0”,致敬百年包豪斯
2、中海商业轻资产再下一城,中海环宇城落地广州南沙
3、逆势新开400多个线下店,慕思股份2022年上半年净赚愈3亿
4、常德澧县、怀化溆浦万达广场同日开业,万达广场在湖南进入11城12店时代
5、奥雅股份全资收购渝高设计,成为同时拥有三甲一高资质的创意设计企业
零售电商
1、菜鸟供应链携手欧珀莱合作再升级,华北中心仓正式投入运营
2、金龙鱼与美团买菜战略合作,共建种植基地、推动全程溯源
3、泡泡玛特澳大利亚首店落地墨尔本,今年海外五国首店落地
4、国联水产10亿定增获证监会同意注册,预制菜产能有望快速扩张
5、TikTok Shop与服饰品牌NOWRAIN合作,打造首个跨境超级品牌日
汽车出行
1、蘑菇车联再签20亿元大单,今年累计订单总额已达60亿
2、广汽传祺第300万辆整车下线,向新能源科技企业全面转型
3、众泰与重庆璧山区签署合作协议,建年产10万辆新能源整车基地
4、享道Robotaxi获得苏州首个智驾安全员培训证书
5、长城炮三周年发布品牌2.0战略,大型高性能豪华皮卡将于成都车展亮相
教育培训
1、福建9月1日起将禁止中小学幼儿园学生携带手机进入课堂
2、青海省校外培训机构首次联网国家平台,实现全流程监管
3、乐高®教育正式入驻天猫、京东平台,首次在华开启线上购物渠道
4、读书郎2022上半年营收2.6亿元,学习平板贡献2.3亿元
5、尚德机构2022年Q2净利润1.15亿元,连续五个季度实现盈利
医疗健康
1、京东健康发布“数智医疗”解决方案体系,助推医疗服务体系高质量发展
2、乐普生物:公司将纳入恒生综合指数及恒生医疗保健指数成份股
3、勃林格殷格翰上海张江工厂成为中国制药行业第一家碳中和工厂
4、健帆生物:将投资约15亿元建设健帆集团血液净化设备产业化生产基地
5、镁信健康推出康付健康会员权益卡,为国民提供一站式健康服务
旅游民宿
1、同程旅行:微信小程序自其设立以来累计去重访问用户数目突破十亿
2、开启新征程,携程与金鹰酒店及度假村达成战略合作
3、订单来了签约携程度假农庄,助力乡村数字化管理
4、深耕大湾区市场,国泰航空在深圳成立大湾区办公室
5、希尔顿大中华区第450家酒店落户深圳,计划三年达千店目标
区块链
1、国内首个:广州上线数字人民币付款码支付公交乘车费用试点功能
2、百度希壤推出“元宇宙会展解决方案”,构建可容纳上万人规模元宇宙会议会场
3、MetaCJ接入国版链元宇宙启动,ChinaJoy线上展8月27日开展
4、利亚德与江西文演集团联合发布“元宇宙+文旅”建设方案,实现文旅产业纵向发展
5、汽车之家联合央视打造全球首场汽车元宇宙盛典,为汽车消费复苏和产业发展注入强心剂
国际视角
1、高通计划用新芯片再次进军服务器市场,减少对智能手机业务依赖
2、三星电子新半导体研发中心破土动工,计划到2028年投资约150亿美元
3、通用与LG新能源考虑在美国建立第四家电池工厂,投资额超20亿美元
4、苹果:部分地区App和应用内购买项目即将实行税率和价格调整
5、DoorDash与Meta合作试点零售配送服务,CEO年初加入Meta董事会
融资收购
1、宠物智能用品品牌「鸟语花香」完成数千万元A轮融资,由中金资本旗下基金与纳爱斯集团联合领投
2、碳中和方案产品供应商「蓝城智能」获得近百万元战略融资,由山东环境科学学会投资
3、新茶饮直营连锁品牌「vinvin」完成数千万元天使轮融资,由个人投资者投资
4、互联网售书平台「金普图书」完成2600万元新一轮融资,投资方为国微集团
5、IP潮玩文创类产品开发商「吾流文化」完成数百万元首轮融资,投资方为A股上市公司创源股份
6、AR投影赛道企业「深光科技」完成数千万元Pre-A轮融资,由国泰创投领投,老股东峰瑞资本跟投,一苇资本担任长期财务顾问
7、全球互动视频云服务商「云天畅想」获得数千万美元C轮融资,由英特尔资本、民银国际控股集团、汇芯投资(国家5G创新中心)等投资
8、新一代净水技术研发商「弘润清源」完成数千万元天使轮系列融资,由顺为资本领投,泰有基金、SEE FUND无限基金、世纪长河集团和嘉缘创投共同投资,YGT提供融资服务支持
9、SoC芯片级解决方案提供商「昇生微」完成近亿元B轮融资,投资方包括知名产业资本、远智先行、永昌盛等多家机构,永攀创投担任独家财务顾问
10、高性能FMCW激光雷达研发商「璇光半导体」完成数千万元首轮融资,由超越摩尔基金、国家电投、张家港人才一号基金联合投资
11、单分子检测技术研发商「光与生物」完成数千万元Pre-A轮融资,由国科嘉和、力合智融联合领投
12、基因及细胞治疗CDMO服务商「博腾生物」完成5.2亿元B轮融资,由招商健康领投,招商资本、招商证券投资、复健资本、粤民投基金、国投泰康信托联合投资,原股东博腾股份、国投招商、惠每资本、华杉瑞联及时节创投持续加码
13、住房租赁职业培训服务平台「学知寓」完成数百万元天使轮融资,由深圳市中鸿兴实业有限公司领投,寓信(北京)网络科技有限公司与深耕住房服务(深圳)有限公司参与跟投
Today’s highlights
Ali Yun’s “Digital Service Festival for small and medium-sized Enterprises” opened, with 500 million digital resources helping enterprises to alleviate their difficulties and development.
Ele.me and Douyin have announced that they have reached a partnership to explore a new “point-and-click” service model.
Xu pinduoduo launched the “Super Agricultural goods Festival”, covering 200000 agricultural products and more than 100000 agricultural shops across the country.
Since the establishment of WeChat Mini Programs on the same trip, the cumulative number of revisited users has exceeded one billion.
GAC MOTOR’s 3 million vehicle went off the line and transformed into a new energy technology enterprise in an all-round way.
JD.com Health released the “Digital Intelligence Medical” solution system to promote the high-quality development of the medical service system.
China’s robot industry has a revenue of more than 130 billion yuan in 2021, making it the largest industrial robot market in the world.
Qualcomm plans to re-enter the server market with new chips to reduce reliance on smartphone business.
Important domestic news
1. Aliyun joined hands with more than 100 ecological partners to launch the “Digital Service Festival for small and medium-sized Enterprises” to digitally help enterprises alleviate their development.
2. Pinduoduo launched the “Super Agricultural goods Festival”: 1.5 billion resources were invested in 24 days to help nearly 2000 agricultural areas accelerate their digitization.
3. Ele.me and Douyin announced that they have reached a cooperation to jointly explore a new service model of “point-and-click”
4. New Oriental head Office issues job invitations to all teachers who leave New Oriental, including anchors, sales and operations managers, etc.
5. Jointly build a smart gas sharing ecosystem, and Tencent Cloud launches a city gas smart service solution.
6. JD.com Electric Appliance and Samsung Electronics of China have reached a strategic cooperation to jointly promote the development of IoT intelligent service industry.
7. China Unicom’s digital rural service cloud platform has been rapidly promoted, with a total of 220000 administrative villages.
8. Midea signed a contract with Tsinghua University to develop green intelligent technology to provide “beautiful samples” for buildings and industrial parks.
9. The Graph Challenge results of the 2022 Challenge were announced, and the team of Huazhong University of Science and Technology won the global championship.
10. The winners of the 2022 Future Science Awards were announced, and Li Wenhui, Yang Xueming and Mo Yiming won the awards.
Government affairs bulletin
1. Ministry of Industry and Information Technology: China’s robot industry has a revenue of more than 130 billion yuan in 2021, making it the largest industrial robot market in the world.
2. Central Internet Information Office: since the launch of the “Qinglang” series of special operations, it has cleaned up more than 20 billion pieces of illegal and bad information and nearly 1.4 billion accounts.
3. The State Drug Administration: from October 1, the electronic registration certificate for cosmetics will be formally implemented.
4. National Health Commission: the total number of health workers in China is expected to reach 16 million by 2025.
5. National Energy Administration: China’s total oil and gas output reached a record high in the first seven months of this year, effectively supporting economic and social development.
6. Ministry of Transport: 13 cities including Chengdu are named as demonstration cities for national public transport construction.
7. The Ministry of Commerce and other 10 departments have identified 50 pilot areas of the 15-hour convenient life circle in the second batch of cities in the country.
8. Ministry of Housing and Construction: nearly 30,000 “pocket parks” have been built and transformed throughout the country, and the per capita park green space in the city is about 15 square meters.
9. China has taken the lead in formulating the first new international standard system for power system to promote the low-carbon transformation of energy.
10. it has access to 200 cities in 24 European countries, and a total of 10000 China-Europe trains have been opened so far this year.
Science and technology communication
1. Ignorance: enterprise business and ecological partners create more than 80 AIoT scenarios in the first half of the year.
2. Dongtu Science and Technology released the overall solution of time-sensitive network based on the first domestic TSN chip.
3. Runxin Technology: plans to cooperate with Simai Semiconductor on related automotive gauge-level chips, IOT simulation and signal chain chips.
4. accelerate the industrialization of optoelectronic chips, and the first phase of Beijing optoelectronic chip packaging test and verification platform has been completed.
5. The project of Zhejiang Tsinghua Yangtze River Delta Semiconductor Industry Technology Innovation Center is located in Huzhou, focusing on breaking through the cutting-edge technology of the third generation semiconductor materials.
Entertainment and film tour
1. Tencent Qzone “Hua Teng” announced that it will officially stop operation on October 18.
2. NetEase Mutual Entertainment AI Lab won the double champion of 2022 IEEE CoG Football AI Competition.
3. Panax Notoginseng Mutual Entertainment invests in XR chip developers’ gravitation, adding to the layout of XR industry chain.
4. Guoman film “the list of New Gods: Yang Yan” has exceeded the 100 million mark at the box office, and the top special effects have blessed the classic myth.
5. The first preview of the domestic sci-fi movie wandering Earth 2 is released and will be released on the first day of the Lunar New year in 2023.
Finance and finance
1. Two technologies of Ant Group have won the IDC technological Innovation Award, and the ability of safety science and technology has been recognized by the authority.
2. The IFAD Infrastructure Fund has completed the total investment of 90 billion yuan, which can stimulate the total investment of the project to exceed one trillion yuan.
3. The Bank of Communications released Guangdong-Hong Kong-Macau Greater Bay Area’s financial services brand “Jiaoyin Wantong”.
4. HSBC Shanghai New Hong Kong Branch has been approved to open, becoming the first branch of a foreign bank to settle in.
5. Nanjing University-Suyin Financial Leasing Joint Research Center was officially established, and industry-university-research deep integration empowered the development of the industry.
Housing real estate
1. Freely release the new sharing product “Youjia 7.0”, paying tribute to the century-old Bauhaus.
2. China Shipping Commercial Light assets will be the next city, and China Shipping Huanyu City will land in Nansha, Guangzhou.
3. Against the trend, more than 400 new offline stores have been opened, and Mousse made a net profit of more than 300 million in the first half of 2022.
4. Changde Lixian and Huaihua Xupu Wanda Plaza opened on the same day. Wanda Square entered the era of 11 cities and 12 stores in Hunan.
5. Aoya wholly acquired Yugao Design, becoming a creative design enterprise with three high qualifications at the same time.
Retail e-commerce
1. The Cainiao supply chain will cooperate with Opel and upgrade again, and the Huabei central warehouse will be officially put into operation.
2. Golden arowana and Meituan buy vegetables strategically to jointly build a planting base and promote traceability of the whole process.
3. The first store in Australia landed in Melbourne, and the first store in five overseas countries landed in Melbourne this year
4. 1 billion of the aquatic products of the League of Nations will be registered with the approval of the CSRC, and the production capacity of prefabricated vegetables is expected to expand rapidly.
5. TikTok Shop cooperates with clothing brand NOWRAIN to create the first cross-border super brand day
Car travel
1. The Mushroom Automobile Federation has signed a large order of 2 billion yuan, and the cumulative total order this year has reached 6 billion.
2. GAC MOTOR’s 3 millionth vehicle went off the line and transformed into a new energy technology enterprise in an all-round way.
3. Zhongtai signed a cooperation agreement with Chongqing Bishan District to build an annual production base of 100000 new energy vehicles.
4. Hengdao Robotaxi won Suzhou’s first training certificate for intelligent driving safety officers.
5. the third anniversary of the Great Wall Cannon released the brand 2.0 strategy, and the large-scale high-performance luxury pickup truck will be unveiled at the Chengdu Auto Show.
Education and training
1. Fujian will prohibit primary and secondary school kindergarten students from bringing mobile phones into the classroom from September 1.
2. Qinghai off-campus training institutions are connected to the national platform for the first time to realize the supervision of the whole process.
3. Lego ®Education officially settled on the platforms of Tmall and JD.com, opening online shopping channels in China for the first time.
4. Shu Lang’s revenue in the first half of 2022 was 260 million yuan, and the study tablet contributed 230 million yuan.
5. Suntech Q2 made a net profit of 115 million yuan in 2022, making profits for five consecutive quarters.
Medical treatment and health
1. JD.com Health released the “Digital Intelligence Medical” solution system to promote the high-quality development of the medical service system.
2. Lepu Biology: the company will be included in the Hang Seng Composite Index and Hang Seng Healthcare Index.
Boehringer Ingelheim Shanghai Zhangjiang Factory has become the first carbon neutralization factory in China’s pharmaceutical industry.
4. Jianfan Biology: about 1.5 billion yuan will be invested to build the industrial production base of blood purification equipment of Jianfan Group.
5. Magazine Health launched Kangfu Health member Rights Card to provide one-stop health services for citizens.
Tourist accommodation
1. Same trip: since its establishment, WeChat Mini Programs has accumulated more than a billion revisited users.
2. Embarking on a new journey, Ctrip reached strategic cooperation with Golden Eagle Hotel and Resort
3. The order came to sign a contract with Ctrip Holiday Farm to help the digital management of the countryside.
4. Deep ploughing Dawan area market, Cathay Pacific Airways sets up Dawan District Office in Shenzhen
5. The 450th Hilton Greater China hotel is located in Shenzhen and plans to reach the goal of thousands of stores in three years.
区块链
1. The first in China: the pilot function of Guangzhou online digital RMB payment code to pay bus fare
2. Baidu hopes to launch the “meta-universe exhibition solution” to build a meta-universe conference venue with a capacity of tens of thousands of people.
3. MetaCJ access to the national version of Lianyuan Universe is launched, and the ChinaJoy online exhibition will be launched on August 27th.
4. Liad and Jiangxi Culture and performance Group jointly issued the construction plan of “meta-universe + literature brigade” to realize the vertical development of literature and tourism industry.
5. Automobile House in conjunction with CCTV to create the world’s first automobile meta-universe ceremony, which will inject a boost into the recovery of automobile consumption and the development of the industry.
国际视角
1. Qualcomm plans to re-enter the server market with new chips to reduce dependence on smartphone business.
2. Samsung Electronics broke ground on a new semiconductor R & D center, with a planned investment of about $15 billion by 2028.
3. GM and LG New Energy are considering setting up a fourth battery factory in the United States, with an investment of more than 2 billion US dollars.
4. Apple: tax rates and price adjustments will be implemented for App and in-app purchases in some areas.
5. DoorDash cooperated with Meta to pilot retail distribution services, and CEO joined the Meta board of directors at the beginning of the year.
Financing acquisition
1. Pet smart products brand “Bird singing and Flowers fragrance” has completed tens of millions of yuan A round financing, which is jointly led by CICC Capital funds and Nice Group.
2. Lancheng Intelligence, a supplier of carbon neutralization solutions, has obtained nearly one million yuan of strategic financing, which is invested by Shandong Environmental Science Society.
3. The direct chain brand “vinvin” of New Tea drinks has completed tens of millions of yuan angel round financing, which is invested by individual investors.
4. Jinpu Books, an Internet book selling platform, has completed a new round of financing of 26 million yuan, with Guowei Group as the investor.
5. Wuliu Culture, a developer of IP fashion creative products, has completed the first round of financing of millions of yuan, and the investor is Chuangyuan shares of A-share listed companies.
6. AR projection track enterprise “Deep Light Technology” completed tens of millions of yuan Pre-A round financing, led by Cathay Pacific Venture Capital, followed by veteran shareholder Fengrui Capital, and Yi Reed Capital served as long-term financial adviser.
7. Cloud Vision, a global interactive video cloud service, has received tens of millions of dollars in round C financing, invested by Intel Capital, Min Bank International Holdings Group, Huixin Investment (National 5G Innovation Center), etc.
8. Hongrun Qingyuan, a new generation of water purification technology developer, has completed tens of millions of yuan of angel round financing, led by Shunwei Capital, and jointly invested by Taiyou Fund, SEE FUND Unlimited Fund, Century Changhe Group and Jiayuan Venture Capital. YGT provides financing support.
9. SoC chip-level solution provider Yuanshengwei has completed round B financing of nearly 100 million yuan. Investors include well-known industrial capital, Yuanzhi first, Yongchangsheng and other institutions, and Yongpan Venture Capital serves as the exclusive financial adviser.
10. The high-performance FMCW lidar developer “Quangguang Semiconductor” has completed the first round of financing of tens of millions of yuan, which is jointly invested by the beyond Moore Fund, the State Electric Investment Fund and the Zhangjiagang Talent No.1 Fund.
11. Single molecule detection technology developer “Light and Biology” has completed tens of millions of yuan Pre-A round financing, which is jointly led by National Science and Technology Jiahe and Lizhirong.
12. Gene and cell therapy CDMO service provider Boteng Biology completed 520 million yuan B round financing, led by Merchants Health Investment, China Merchants Capital, China Merchants Securities Investment, Rehabilitation Capital, Yue Min Investment Fund, CIC Taikang Trust Co., Ltd., the original shareholders Boteng shares, CIC Merchants, Huimi Capital, Huashan Ruilian and seasonal Venture Capital continued to increase.
13. Housing rental vocational training service platform “Xuezhiyu” completed millions of yuan angel round financing, led by Shenzhen Zhonghongxing Industrial Co., Ltd. Yuxin (Beijing) Network Technology Co., Ltd. and Deep ploughing Housing Service (Shenzhen) Co., Ltd.