今日看点
✦ 华为Mate50系列及全场景新品秋季发布会官宣9月6日召开
✦ 京东PLUS会员人数突破3000万，持续打造行业规模最大付费会员体系
✦ 瑞幸回应山寨伪加盟现象：现阶段已暂停合作伙伴招募，未开发任何子品牌
✦ 微博将上线个人主页展示评论功能，用户无法主动开启或关闭
✦ 腾讯云首次公布大数据产品全景图，算力规模突破千万核
✦ 联影医疗正式登陆科创板：市值近1500亿元，为科创板年内最大规模IPO
✦ 中国银行业理财市场半年报：投资者超9000万，创造收益4172亿元
✦ 软银CFO回应出售阿里股票：向投资者展示其财务状况稳定
国内要闻
1、京东PLUS会员人数突破3000万，携手1200家品牌持续引领付费会员行业
2、瑞幸咖啡就“山寨”、“伪加盟”现象发布声明：现阶段已暂停合作伙伴招募，未开发任何子品牌
3、腾讯云首次公布大数据产品全景图，算力规模突破千万核
4、钉钉正式发布“恒星计划”，17项升级权益助力生态伙伴商业化
5、微博将上线个人主页展示评论功能，用户无法主动开启或关闭
6、联想集团与中国儿童少年基金会达成战略合作协议，赋能乡村教育
7、华为Mate50系列及全场景新品秋季发布会官宣9月6日召开，主题为“破晓而出，巅峰相见”
8、OPPO自研智慧跨端系统“潘塔纳尔”官宣：将于8月30日2022OPPO开发者大会发布
9、高端医疗装备巨头联影医疗正式登陆科创板：市值1494亿元，为科创板年内最大规模IPO
10、福布斯发布2022中国数字经济100强，腾讯、阿里、中国移动位列前三
政务快讯
1、交通运输部对滴滴出行、T3出行、高德等11家平台公司进行提醒式约谈，提出4点要求
2、商务部：1-7月我国企业承接服务外包合同额10940亿元，同比增长12.1%
3、工信部：2021年我国网络安全产业总规模突破2000亿元，将出台促数据安全产业发展政策
4、北京20条举措支持氢能产业发展，建设加氢站最高补贴500万元
5、上海自贸区临港新片区举行三周年重点建设项目开工仪式：72个项目开工，总投资约1530亿元
6、深圳首个国家级海洋牧场示范区选址大鹏湾，大鹏湾将建逾49公顷海上牧场
7、海南省碳达峰实施方案出炉，2030年全面禁止销售燃油汽车
8、佛山出台预制菜“十三条”：建大数据中心推“数字监管”，3年培育超5家龙头企业
9、四川省首座国家级煤炭储备基地投用，年吞吐量600万吨
10、苏州推广“交通运输+邮政快递+农村社区”农村寄递物流服务模式
科技通信
1、中国首款国产通用型科学计算软件发布，填补领域空白
2、中微公司第2000个CCP刻蚀设备反应台顺利付运客户
3、广东移动联合中兴通讯完成首个DeepEdge基站业务识别及智能保障规模验证
4、上海联通完成全国首个5G中频4T4R双拼商用部署，探索共建共享背景下建设新模式
5、三星Galaxy折叠屏系列及生态新品国内发布，打造高品质个性化智能生活
文娱影游
1、芒果超媒：近期推出基于芒果IP的下一代泛娱乐内容社交平台芒果幻城
2、柠萌影业《二十不惑2》上线Netflix，后续集数将随国内播出逐步更新
3、世界第二大影院运营商Cineworld宣布考虑申请破产保护
4、沙特阿拉伯成为首个批准微软收购游戏商动视暴雪的国家
5、Steam新一周销量榜：Steam Deck十二连冠，索尼《漫威蜘蛛侠：重制版》依然第二
金融财经
1、中国银行业理财市场半年报：投资者已超9000万，创造收益4172亿元
2、国泰君安与中国电信达成战略合作，携手服务网络强国建设
3、顶点软件分布式核心交易系统A5在东海证券全面上线
4、连连国际上线进口电商收款服务，为海外品牌开拓中国市场添力
5、上海报业集团与陕投集团达成战略合作，共建全方位金融信息与科创服务体系
住房地产
1、绿地控股：上半年归属股东净利润42亿元，房地产业交付面积934万平
2、龙湖南昌青山湖天街开业，为江西首个天街系购物中心
3、万物梁行签约正浩EcoFlow，提供IFM综合设施管理服务
4、招商积余中标深圳市观澜街道“城市管家”项目，年合同额约1.5亿元
5、新兴际华集团上海首个项目新际公寓开放，提供169套租赁住房
零售电商
1、京东新百货“秋尚新”全面开启，30大秋装消费榜助力高效省心购
2、淘宝天猫：过去一年孵化超1万家年营收过百万的服饰新商新品牌
3、1688发布TOP100宝藏工厂榜单，采购者有了年轻化新供给的进货指南
4、店小秘ERP与拉美电商平台B2W完成对接，助力中国品牌出海
5、抖音电商发布“抖音818发现好物节”数据报告：直播时长累计达3180万小时，挂购物车的短视频播放832亿次
汽车出行
1、蔚来ET7官宣启航欧洲，即将在德国、荷兰、丹麦、瑞典、挪威五国开放预定并交付
2、长城汽车：2030年哈弗品牌将正式停售燃油车
3、雷鸟宣布与理想达成首发合作：雷鸟Air将上线理想商城，成为理想L9官方配件
4、飞凡汽车CEO吴冰：纯电旗舰R7将于9月下旬上市，预计10月下旬开启交付
5、特斯拉：2022年7月中国大陆新增48座超级充电站、198个超级充电桩
教育培训
1、教育部通报关于人民教育出版社小学数学教材插图问题的调查处理情况
2、科大讯飞2022上半年智慧教育业务营收22.05亿元，AI学习机销售额增长超101%
3、宁波职业技术学院获全国首批鲁班工坊运营项目授牌
4、北京市朝阳区职业培训发展促进会成立，嗨学为首批会员单位
5、黑龙江：22条措施护航高校毕业生等青年就业创业
医疗健康
1、深圳迪安湖欣医学检验实验室开业，助力罗湖生命健康产业布局与发展
2、天玑助力北京积水潭医院完成“5G+骨科手术机器人”远程全膝关节置换手术
3、康哲药业收购禾零医药60%股权，并就皮肤学级护肤品签订独家许可协议
4、海特生物：荆门汉瑞103抗病毒车间目前还在建设过程中，计划在今年下半年竣工
5、序祯达生物联合博腾生物共同构建CGT创新生态圈，持续推动基因与细胞治疗产业发展
旅游民宿
1、同程旅行携手峨眉山在京举办文旅营销推介会，助力峨眉山文旅复苏
2、安徽文旅消费券带动旅游业复苏：飞猪上安徽目的地商品成交额增长一倍
3、广西：五项措施拓展文旅体消费，鼓励国有旅游景区实行门票减免
4、2022北京长城文化节开幕，400公里“京畿长城”国家风景道亮相
5、木鸟民宿发布《2022暑期民宿出游住宿报告》：暑期订单量达到2019年同期的1.8倍
区块链
1、国内首个“元宇宙与虚实交互联合研究院”在上海成立，复旦大学、中国移动咪咕等发起共建
2、全国首批叠加数字人民币硬钱包的第三代社保卡诞生
3、联合光电与新晨科技签订协议，拟在元宇宙技术研究等方面建立合作关系
4、首部元宇宙概念小说《命运乐章》即将上线虹宇宙，联合一未文化打造首个文学场景化数字藏品
5、成都链安报告：上半年Web3领域攻击事件造成的损失超19亿美元，约71%发生在DeFi领域
国际视角
1、软银CFO回应出售阿里股票：向投资者展示其财务状况稳定
2、苹果将推出MacBook自助维修服务，iPhone维修将拓展到美国以外
3、UGC内容带来审核问题，YouTube计划全面进军专业视频
4、马斯克：脑机接口公司Neuralink将在今年万圣节汇报进展
5、瑞士信贷任命新CFO、新设COO，前德意志银行财务主管重返瑞信
融资收购
1、在线3D包装设计和印刷服务平台「包小盒」完成近千万美元A轮融资，由海外投资机构Hearst Ventures领投，老股东线性资本、GGV纪源资本、红杉中国种子基金跟投
2、智能驾驶系统供应商「同驭汽车科技」完成近2亿元A+轮融资，由小米产投与东风交银联合领投，安亭实业、劲邦资本、同创资本、若木资本加码投资，武岳峰资本持续加注
3、综合内容分发应用开发商「云览科技」完成近1亿美元新一轮融资，由全球知名主权基金投资，传音控股、微光创投等老股东联合加持
4、游戏大数据分析服务商「数数科技」完成1亿元C+轮融资，投资方为GGV纪源资本
5、软件供应链安全解决方案提供商「数澈软件Seal」完成5300万元种子轮融资，由GRC富华资本领投
6、出海合规科技平台「辰海集团」完成数千万美元C1轮融资，由易达资本领投，老股东东方富海、金沙江联合资本跟投
7、运动健康饮品品牌「ELECTRO X」完成近千万元天使轮融资，由香港林华投资有限公司领投
8、手办潮玩电商平台「元气玛特」完成数千万元A轮融资，由康佳创投基金投资
9、低碳生物基材料研发商「赛瑞克」完成数千万元天使轮融资，由红杉中国种子基金和绿动资本联合投资
10、模具行业数字化解决方案提供商「爱堃智能」完成千万元Pre-A轮融资，由脉尊资本独家投资
11、共享K歌设备研发商「一唱百和」完成千万元级A轮融资，投资方为佰盈资本
12、水晶玻璃器皿器物品牌「MU16」完成近千万元天使轮及天使+轮融资，天使轮由尚承资本投资，天使+轮由产业投资方领投，老股东全部跟投
13、健康科技公司「慢糖家」获得千万元级种子轮融资，由浙大校友基金藕舫天使及某产业资本投资
14、心脏电生理介入治疗整体解决方案提供商「锦江电子」完成A+轮及B轮融资，由信达鲲鹏、光华梧桐、元亨利贞、威高集团、惠每资本等联合投资
Today’s highlights
The autumn press conference of Huawei Mate50 series and full scene new products was held on September 6th.
The number of PLUS members of JD.com has exceeded 30 million, continuously building the largest paid member system in the industry.
Luo Ruixing responded to the fake joining phenomenon: partner recruitment has been suspended at this stage, and no sub-brands have been developed.
Weibo will be launched to display the comment function on the personal home page, and users cannot actively turn it on or off.
“Tencent Cloud released the panorama of big data’s products for the first time, with a computing scale of more than 10 million cores.
Joint Pictures Medical officially landed on the pioneering board with a market capitalization of nearly 150 billion yuan, which is the largest IPO of Science and Technology Innovation Board this year.
Semi-annual report on China’s Banking Financial Management Market: more than 90 million investors, generating a profit of 417.2 billion yuan
Softbank Corp. CFO responded to the sale of Ali shares: showing investors that his financial situation was stable.
Important domestic news
1. JD.com PLUS has more than 30 million members and continues to lead the paid member industry with 1200 brands.
2. Luckin Coffee issued a statement on the phenomenon of “shanzhai” and “fake joining”: at this stage, partner recruitment has been suspended and no sub-brands have been developed.
3. Tencent Cloud released the panorama of big data’s products for the first time, with a computing scale of more than 10 million cores.
4. The nail officially released the “Star Project”, and 17 upgraded rights and interests helped the commercialization of ecological partners & nbsp
5. Weibo will be launched to display the comment function on the personal home page, and users cannot turn it on or off actively.
6. Lenovo Group and China Children and Youth Foundation have reached a strategic cooperation agreement to empower rural education.
7. The autumn press conference of Huawei Mate50 series and full scene new products was held on Sept. 6, with the theme of “meet at dawn, meet at the peak”.
8. OPPO self-developed intelligent cross-end system “Pantanal” official announcement: it will be released at the 2022OPPO developer Conference on August 30th.
9. High-end medical equipment giant Lianying Medical officially landed on the pioneering board: the market capitalization is 149.4 billion yuan, which is the largest IPO of Science and Technology Innovation Board this year.
10. Forbes released the top 2022 of China’s digital economy, with Tencent, Ali and China Mobile in the top three.
Government affairs bulletin
1. The Ministry of Transport conducted reminder interviews with 11 platform companies, including DiDi, T3 Travel and Gaode, and put forward four requirements.
2. Ministry of Commerce: from January to July, the contract value of service outsourcing undertaken by Chinese enterprises was 1.094 trillion yuan, an increase of 12.1% over the same period last year.
3. Ministry of Industry and Information Technology: the total scale of China’s network security industry has exceeded 200 billion yuan in 2021, and policies will be issued to promote the development of data security industry.
4. 20 measures taken by Beijing to support the development of hydrogen energy industry, with a maximum subsidy of 5 million yuan for the construction of hydrogenation stations.
5. Shanghai Free Trade Zone Lingang New area held the opening ceremony of the third anniversary of key construction projects: 72 projects started, with a total investment of about 153 billion yuan.
6. Shenzhen’s first national marine pasture demonstration area will be located in Dapeng Bay, where more than 49 hectares of marine pastures will be built.
7. The implementation plan of Cundafeng in Hainan Province has been announced, and the sale of fuel cars will be completely banned in 2030.
8. Foshan issued “Thirteen articles” of prefabricated dishes: build big data Center, promote “Digital Supervision”, and cultivate more than 5 leading enterprises in three years.
9. The first national coal reserve base in Sichuan Province was put into use, with an annual throughput of 6 million tons.
10. Suzhou promotes the rural delivery logistics service model of “Transportation + Postal Express + Rural Community”.
Science and technology communication
1. China’s first domestic general-purpose scientific computing software has been released to fill the gap in the field.
2. The 2000 CCP etching equipment reaction desk of China Micro Corporation successfully delivered to customers.
3. Guangdong Mobile joined hands with ZTE to complete the first DeepEdge base station service identification and intelligent guarantee scale verification.
4. Shanghai Unicom has completed the country’s first commercial deployment of 5G if 4T4R, exploring a new construction model under the background of co-construction and sharing.
5. Samsung Galaxy folding screen series and ecological new products are released domestically to create a high-quality personalized intelligent life.
Entertainment and film tour
1. Mango supermedia: recently launched Mango Fantasy City, the next generation pan-entertainment content social platform based on Mango IP.
2. Lemeng Pictures “Twenty No doubts 2” will be launched on Netflix, and the number of subsequent episodes will be gradually updated with the domestic broadcast.
3. Cineworld, the second largest cinema operator in the world, announced that it is considering filing for bankruptcy protection.
Saudi Arabia became the first country to approve Microsoft’s acquisition of game maker Activision Blizzard & nbsp
5. Steam New week sales list: Steam Deck has 12 consecutive titles, while Sony’s Marvel Spider-Man: remake is still the second place.
Finance and finance
1. Semi-annual report on China’s Banking Financial Management Market: investors have exceeded 90 million, generating a profit of 417.2 billion yuan
2. Guotai Junan and China Telecom have reached strategic cooperation to serve the construction of a network power together.
3. Vertex software distributed core trading system A5 is fully launched in Donghai Securities.
4. Continuous international online import of e-commerce collection services to increase the strength of overseas brands to develop the Chinese market
5. Shanghai newspaper Group and Shaanxi Investment Group have reached strategic cooperation to jointly build an omni-directional financial information and scientific innovation service system.
Housing real estate
1. Greenland Holdings: the net profit of shareholders in the first half of the year is 4.2 billion yuan, and the delivery area of the real estate industry is 9.34 million square meters.
2. Longhu Nanchang Qingshan Lake Tianjie Street, the first Tianjie shopping center in Jiangxi Province.
3. Wanwu Liang Bank signed a contract with Zhenghao EcoFlow to provide IFM integrated facility management services.
4. The accumulated investment promotion has won the bid for the “City Butler” project in Guanlan Street, Shenzhen City, with an annual contract value of about 150 million yuan.
5. Xinjihua Group’s first project in Shanghai, Xinji apartment, is open, providing 169 rental housing units.
Retail e-commerce
1. JD.com ‘s new department store “Qiu Shangxin” has been opened in an all-round way, and the top 30 autumn clothing consumption list helps to make efficient and worry-free purchases.
2. Taobao Tmall: more than 10, 000 new clothing merchants and new brands with annual revenue of more than 1 million have been incubated in the past year
3. 1688 released the list of TOP100 treasure factories, and buyers have a purchase guide for younger and new supplies.
4. ERP, the store secretary, completed the docking with B2W, a Latin American e-commerce platform, to help Chinese brands go abroad.
5. Douyin e-commerce released the data report of “Douyin 818 Discovery Festival”: the total length of live broadcast reached 31.8 million hours, and the short video of hanging shopping cart was played 83.2 billion times.
Car travel
1. ET7 official announced that it will set sail for Europe and will soon open booking and delivery in Germany, the Netherlands, Denmark, Sweden and Norway.
2. Great Wall Motor: the Harvard brand will officially stop selling fuel vehicles in 2030.
3. Thunderbird announced that it had reached an initial cooperation with ideal: Thunderbird Air will launch the ideal Mall and become the official accessory of ideal L9.
4. Feifan CEO Wu Bing: pure electric flagship R7 will go on sale in late September, and delivery is expected to begin in late October
Tesla: 48 new super charging stations and 198 super charging piles were added to Chinese mainland in July 2022
Education and training
1. The Ministry of Education reports on the investigation and treatment of illustrations in primary school mathematics textbooks of the people’s Education Publishing House.
2. IFLYTEK’s revenue from intelligent education business in the first half of 2022 was 2.205 billion yuan, and sales of AI learning machines increased by more than 101%.
3. Ningbo Vocational and Technical College was awarded the license of the first batch of Luban workshop operation project in the country.
4. Beijing Chaoyang District Vocational training Development Promotion Association was established, and Hi Xue was the first member unit.
5. Heilongjiang: 22 measures to protect the employment and entrepreneurship of college graduates and other young people
Medical treatment and health
1. Shenzhen Dean Huxin Medical Laboratory opened to promote the layout and development of Luohu life and health industry.
2. Tianji helps Beijing Jishuitan Hospital to complete “5G + orthopedic surgery robot” remote total knee arthroplasty.
3. Kangzhe Pharmaceutical Company acquired a 60% stake in Wo Zi Pharmaceutical and signed an exclusive license agreement for dermatological skin care products.
4. Haite biology: the Jingmen Hanrui 103 antiviral workshop is still under construction and is scheduled to be completed in the second half of this year.
5. Xu Zhenda Biology and Boteng Biology work together to build a CGT innovative biosphere to continuously promote the development of gene and cell therapy industry.
Tourist accommodation
1. The same trip will join hands with Emei Mountain to hold a marketing promotion meeting in Beijing to promote the revival of Emei Mountain.
2. Anhui Culture and Travel consumption coupons drive the recovery of tourism: the turnover of goods at the destination of Flying Pig in Anhui has doubled.
3. Guangxi: five measures to expand cultural and tourism consumption and encourage ticket waivers in state-owned scenic spots
4. The 2022 Beijing Great Wall Cultural Festival opened and the 400km “Capital Great Wall” National Scenic Road was unveiled.
5. Wooden Bird House released the “2022 Summer accommodation report”: the number of summer orders reached 1.8 times that of the same period in 2019.
Block chain
1. The first joint research institute of meta-universe and virtual reality was established in Shanghai, and Fudan University and China Mobile Migu initiated the joint construction.
2. The country’s first batch of third-generation social security cards with digital RMB hard wallets were born.
3. Joint Optoelectronics and Xinchen Science and Technology signed an agreement to establish a cooperative relationship in meta-cosmic technology research.
4. The first meta-universe concept novel, the Music of Destiny, will soon be released on the Rainbow Universe, working together with an uncultured culture to create the first literary scene digital collection.
Chengdu Lianan reported that the losses caused by the Web3 attacks in the first half of the year exceeded 1.9 billion US dollars, about 71% of which occurred in the DeFi field.
International perspective
1. Softbank Corp. CFO responded to the sale of Ali shares: showing investors that his financial situation is stable.
2. Apple will launch MacBook self-service service, and iPhone maintenance will be extended beyond the United States.
3. UGC content brings audit problems, and YouTube plans to enter professional video in an all-round way.
4. Musk: brain-computer interface company Neuralink will report progress on Halloween this year.
5. Credit Suisse appoints a new CFO and a new COO, and the former head of Deutsche Bank returns to Credit Suisse.
Financing acquisition
1. Online 3D packaging design and printing service platform “Bao Xiao Box” has completed a round of financing of nearly 10 million US dollars, led by overseas investment institution Hearst Ventures, and followed by veteran shareholder Linear Capital, GGV GGV Capital and Sequoia Capital China seed funds.
2. Tongji Automotive Technology, a supplier of intelligent driving system, has completed nearly 200 million yuan of A + round financing, led by Xiaomi Industrial Investment and Dongfeng Bank of Communications, Anting Industrial, Jinbang Capital, Tongchuang Capital and Ruomu Capital. Wuyuefeng Capital continues to increase.
3. Yuntan Technology, a developer of integrated content distribution applications, has completed a new round of financing of nearly US $100 million, invested by global well-known sovereign funds, and jointly blessed by old shareholders such as Voice Holdings and low Light Venture Capital.
4. Game big data analysis service provider “Digital Technology” has completed 100 million yuan of C + round financing, and the investor is GGV GGV Capital.
5. Software supply chain security solution provider “Qiche Software Seal” has completed 53 million yuan of seed round financing, led by GRC Fuhua Capital.
6. Chenhai Group, an offshore compliance technology platform, has completed tens of millions of dollars in C1 round financing, led by Yida Capital, and followed by old shareholders Dongfang Fuhai and Jinshajiang Joint Capital.
7. Sports health drink brand “ELECTRO X” has completed nearly 10 million yuan angel round financing, led by Hong Kong Linhua Investment Co., Ltd.
8. Hand-run Chao play e-commerce platform “Yuanqi Matt” has completed tens of millions of yuan A round financing, which is invested by Konka Venture Capital Fund.
9. Sirik, a low-carbon biomaterial developer, has completed tens of millions of yuan of angel round financing, which is jointly invested by Sequoia Capital China seed Fund and Green Capital.
10. Aiyi Intelligence, a provider of digital solutions for the mold industry, has completed a 10 million yuan round of Pre-A financing, which is invested exclusively by Maizun Capital.
11. The developer of shared singing equipment has completed the round A financing of 10 million yuan, and the investor is Baiying Capital.
12. Crystal glassware brand “MU16” has completed nearly 10 million yuan of angel round and angel + round financing, angel round is invested by Shangcheng capital, angel + wheel is led by industrial investors, and all the old shareholders follow.
13. “slow Sugar Home”, a health technology company, has obtained 10 million yuan in seed round financing, which is invested by Zhejiang University Alumni Fund Lotus Boat Angel and some industrial capital.
14. Jinjiang Electronics, an overall solution provider for cardiac electrophysiological interventional therapy, completed round A + and round B financing, jointly invested by Xinda Kunpeng, Sinorama Indus, Yuan Henli Zhen, Weigao Group, Huimi Capital and so on.
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