今日看点
✦ 京东将专项治理月饼类商品价格违规行为，采取降权、屏蔽、下架处理措施
✦ 手机淘宝正式上线“订单号码保护”功能：收件人真实手机号全程保密
✦ 哪吒汽车在泰国上市首款车型，成为国内首家登陆泰国的造车新势力
✦ 中国中免正式登陆港交所，募资总额超162亿港元成港股年内迄今最大IPO
✦ 抖音直播联合中央民族乐团发起“DOU有国乐”计划，打造民乐演出第二舞台
✦ 百度发布超导量子计算机“乾始”和全球首个全平台量子软硬一体解决方案“量羲”
✦ 亚马逊将关闭远程医疗保健服务Care，曾提供上门检查及疫苗接种服务等
国内要闻
1、雷军：金山办公坚决执行“技术立业”战略，研发费用占比36%
2、新东方在线回应东方甄选APP上线：各项新业务均在准备和推进过程中
3、抖音上线“评论点踩”功能，可一键折叠恶评
4、手机淘宝正式上线“订单号码保护”功能：收件人真实手机号全程保密
5、百度发布超导量子计算机“乾始”和全球首个全平台量子软硬一体解决方案“量羲”
6、高德地图上线“防晒导航”功能，为骑步行用户智能推荐更荫凉路线
7、土巴兔718全民家装节收官，团购、全屋定制单量双翻倍
8、京东科技与工信部电子五所达成战略合作，构建软件供应链安全控制体系
9、全球最大旅游零售运营商中国中免正式登陆港交所，募资超162亿港元成港股年内迄今最大IPO
10、2022年BrandZ最具价值中国品牌百强榜发布：12个品牌首次上榜，腾讯蝉联榜首
政务快讯
1、工信部等七部门印发《信息通信行业绿色低碳发展行动计划（2022-2025年）》
2、交通运输部：全国已有10余个城市允许自动驾驶汽车进行商业化试运营
3、人社部：推动财政、货币、产业等政策聚力支持稳就业，支持市场主体稳岗扩岗
4、商务部：全面深化服务贸易创新发展试点总体方案提出的122项具体举措落地率超过90%
5、国家药监局：切实提高检验检测能力建设，补齐检验检测机构能力短板
6、国家发展改革委等部门发布关于新时代推进品牌建设的指导意见
7、国家能源局：支持分布式发电就近参与市场交易，推动分布式发电参与绿色电力交易
8、农业农村部：推动建设富硒农业全产业链标准化试验基地，培育和打造富硒农产品知名品牌
9、五部委联合推动水运建设，优化港口航道布局
10、三部门：促进光伏产业链供应链协同发展，避免产业趋同、恶性竞争和市场垄断
科技通信
1、腾讯与博通达成达成战略合作，将联合开发共封装光学网络交换模块
2、紫光推出国内首款车规级超低功耗LPDDR4X内存
3、戴尔科技携手清华大学iCenter共建人工智能联合实验室+AI数据中心
4、中国移动发布“5G算网业一体化解决方案”，为5G赋能千行百业提供新动力
5、全国首例实现下行速率突破3Gbps，北京移动完成5G三载波聚合技术商用验证
文娱影游
1、抖音直播联合中央民族乐团发起“DOU有国乐”计划，打造民乐演出第二舞台
2、小红书引入国际顶级飞盘赛事AUDL，将大力扶持竞技飞盘内容发展
3、腾讯游戏国际业务品牌Level Infinite携《沙丘：觉醒》等多款新游戏亮相德国科隆游戏展
4、经典武侠动画《中华小子》高清重制版全平台上线
5、黑石集团据悉竞购英国摇滚乐队Pink Floyd歌曲版权，估值近5亿美元
金融财经
1、银保监会批复同意北京银行筹建北银理财
2、神州信息连续中标四家银行技术中台项目建设
3、德生科技：与银联商务广东分公司签订框架合作协议，将在综合支付业务进行合作
4、提升独立代理人专业性，大家人寿联手国际信托与资产规划学会进行合作
5、中基协：截至7月底证券期货经营机构私募资管业务规模合计15.87万亿元
住房地产
1、我爱我家上半年营收60.82亿元，“相寓”业务贡献29.82亿元
2、融创退出多个合作项目：3项目分别由华宇集团和信达地产接手
3、万达商管与杭州万宝城正式签约接手运营该项目，打造杭州第四座万达广场
4、招商蛇口正式中标深圳五和枢纽旧改前期服务商，曾由佳兆业中标
5、上海建工与成都市签署合作协议，拟十四五期间投资1000亿元
零售电商
1、京东将专项治理月饼类商品价格违规行为，采取降权、屏蔽、下架处理措施
2、快手电商二季度交易总额达1912亿元，复购率同比和环比均实现增长
3、本来生活与有研集团定点帮扶的思南县达成战略合作，三方合力打造产业振兴新范例
4、沃尔玛全渠道布局实现全场景深度融合，“88购物节”销售同比双位数增长
5、雅诗兰黛集团与天猫达成R&D（研发）战略合作，洞察中国消费市场需求、合作新品研发
汽车出行
1、极氪回应IPO传闻：目前没有新一轮的融资计划
2、蔚来：首批蔚来ES7量产车正式发运全国，将于8月28日开启交付
3、比亚迪唐DM-p正式上市，补贴后售价28.98万-32.98万元
4、广汽集团：董事会同意设立电池公司开展自主电池产业化建设
5、哪吒汽车在泰国上市首款车型，成为国内首家登陆泰国的造车新势力
教育培训
1、好未来：新战略聚焦“科教、科普、科创”，有团队在探索直播电商
2、夸克扫描王提升识别精度与清晰度，推出“离线模式”
3、教育部：到2025年将有45项中小学生全国性竞赛举办
4、广州启动全市中小学人工智能教师培训，超2000名教师迎来“开学第一课”
5、青岛发布基础教育优质资源倍增三年行动计划，实施十大攻坚行动
医疗健康
1、创新药企宣泰医药正式登陆科创板：上市首日大涨45%，总市值61.65亿元
2、我武生物：拟投资2.92亿元建设干细胞创新技术及产业化（一期）项目
3、因美纳中国生产制造基地正式启用，开启本土化多元布局新篇章
4、华润三九携手中国中医药科技发展中心，共推中医药高质量发展
5、诺华制药拟于明年拆分仿制药部门山德士，计划专注“突破性治疗”赛道
旅游民宿
1、文化和旅游部公布第2批国家级夜间文旅消费集聚区名单，北京市王府井、欢乐谷等123个集聚区入选
2、深圳盐田区出台30条重磅措施，加快沙头角深港国际旅游消费合作区建设
3、杭州发放2000万元文旅数字消费券，超万件文旅商品助力行业复苏
4、景域驴妈妈集团与北京渔阳集团签约，打造冰雪休闲度假综合体
5、复星旅文：上半年净亏损收窄近9成，海外下半年预订加速反弹
区块链
1、全国首个省市级元宇宙研究机构在上海成立，复旦大学、华为、腾讯、中国移动、Epic等共建
2、百度超级链将于8月30日推出其首个可跨链数字藏品，以实现XuperChain链上资产与其他链互联互通
3、上海数据交易所在全国率先设立数字资产板块，联手回力、哔哩哔哩首发数字资产
4、同程旅行数字藏品平台与北方文化产权交易所无形资产交易中心达成战略合作
5、兴业银行推动数字人民币银银合作，助力中小银行接入数字人民币系统
国际视角
1、三星SDI计划在欧洲追投2万亿韩元，扩大电动汽车电池产能
2、英特尔正式发布数据中心GPU Flex系列，加速云端视觉、媒体和人工智能推理等应用
3、亚马逊宣布将关闭Amazon Care远程医疗保健服务，曾提供上门检查及疫苗接种服务等
4、SpaceX下调星链互联网服务订阅价格，最高打5折
5、美国监管机构9月13日开听证会，讨论Twitter违规事宜
融资收购
1、汽车锂离子电池生产商「欣旺达EVB」完成60亿元A轮融资，由美团战投、源码资本、博华资本、基石资本、深创投联合领投，凡卓资本担任财务顾问
2、线控底盘解决方案供应商「比博斯特」完成近亿元Pre-A及Pre-A+轮融资，由红杉中国种子基金领投，上海弘晖、原子智慧交通产业基金跟投
3、智慧能源云平台研发商「齐智科技」完成数千万元A轮融资，由杭州余杭金融控股集团有限公司、天堂硅谷投资集团等三家知名机构投资
4、高强度紧固件研发制造商「飞沃科技」完成5000万元A轮融资，由华软资本领投，湖南省常德市财政局下属财鑫金控集团、中科芙蓉创投公司参与联合投资
5、功率半导体器件设计研发商「丽隽半导体」完成数千万元新一轮融资，由毅达资本领投
6、网络安全服务商「边界无限」完成数千万元级天使+和Pre-A轮融资，天使+轮投资方为红华繁星网安天使基金，Pre-A轮由元起资本领投，晨晖创投、璟泰创投跟投，航行资本担任财务顾问
7、云数据平台开发商「数新网络」完成数千万元Pre-A轮融资，由国内顶级投资机构领投，泓沣、众灏跟投
8、全息特效解决方案提供商「棱镜全息」完成近亿元B轮融资，由上市公司当虹科技独家战略投资
9、品牌小样推广服务商「中程惠聚」完成3000万元A轮融资，由中商集团领投
10、AI非结构化数据处理及分析软件开发商「Zilliz」完成6000万美元B+轮融资，由沙特阿美旗下的Prosperity7 Ventures领投，老股东淡马锡旗下Pavilion Capital、高瓴创投、五源资本和云启资本跟投，多维资本担任独家财务顾问
11、生物制药技术平台型公司「宝济药业」完成超1亿美金B轮融资，由东方富海领投，海通创新、盛石资本跟投，老股东Center Lab、源创资本等追加投资
12、非血管介入类器械研发商「卡本医疗」完成数千万元Pre-A+轮融资，由金鼎资本和深圳中小担联合领投
Today’s highlights
Wei JD.com will specially deal with the price violations of moon cakes and take measures to reduce the right, block and remove the shelves.
Mobile Taobao officially launched the “order number protection” function: the recipient’s real mobile phone number is kept secret.
Nashi car is the first car model on the market in Thailand, becoming the first new car-building force in China to land in Thailand.
China China exemption officially landed on the Hong Kong Stock Exchange, raising a total of more than HK $16.2 billion. Hong Kong shares have been the largest IPO so far this year.
The live broadcast of Douyin and the Central National Orchestra launched the “DOU has National Music” project to create the second stage of folk music performance.
Baidu has released the “dry start” of superconducting quantum computers and the world’s first full-platform quantum software and hardware solution, “QQ Xi”.
Amazon will shut down the telemedicine service Care, which has provided door-to-door inspection and vaccination services.
Important domestic news
1. Lei Jun: Jinshan Office firmly implements the strategy of “technology development”, with R & D expenses accounting for 36%.
2. New Oriental online response to Oriental selection APP launch: all new businesses are in the process of preparation and promotion
3. Douyin online “comment on arguments” function, which can fold bad comments with one click.
4. Mobile Taobao officially launched the “order number protection” function: the recipient’s real mobile phone number is kept secret.
5. Baidu released the “dry start” of the superconducting quantum computer and the world’s first full-platform quantum software and hardware solution, “quantitative”.
6. Amap launched the “sunscreen navigation” function to intelligently recommend more shady routes for riding and walking users.
7. Tuba Rabbit 718 National Home Decoration Festival ends, group buying and customized quantity of the whole house doubles.
8. JD.com Science and Technology and Electronic No. 5 Institute of the Ministry of Industry and Information Technology have reached strategic cooperation to build a software supply chain security control system.
9. China China, the world’s largest tourism retail operator, officially landed on the Hong Kong Stock Exchange, raising more than HK $16.2 billion as the largest IPO of Hong Kong shares so far this year.
10. 2022 BrandZ Top 100 Chinese Brands list: 12 brands were on the list for the first time, and Tencent topped the list.
Government affairs bulletin
1. Seven departments, including the Ministry of Industry and Information Technology, issued the Action Plan for Green and low-carbon Development of the Information and Communication Industry (2022-2025).
2. Ministry of Transport: more than 10 cities across the country have allowed self-driving cars to carry out commercial trial operation.
3. Ministry of Human Resources and Social Affairs: promote policies such as finance, currency and industry to support stable employment and support market players to stabilize their posts and expand their posts.
4. Ministry of Commerce: the landing rate of 122 specific measures put forward in the overall plan for comprehensively deepening the innovative development of trade in services is more than 90%.
5. The State Drug Administration: effectively improve the construction of inspection and testing capacity and make up for the shortcomings of the capacity of inspection and testing institutions.
6. The National Development and Reform Commission and other departments have issued guidance on promoting brand building in the new era.
7. National Energy Administration: support distributed generation to participate in market transactions nearby, and promote distributed generation to participate in green power transactions.
8. Ministry of Agriculture and Village: promote the construction of a standardized test base for the whole industrial chain of selenium-rich agriculture, and cultivate and build well-known brands of selenium-rich agricultural products.
9. Five ministries and commissions jointly promote the construction of water transportation and optimize the layout of ports and waterways.
10. Three sectors: promote the coordinated development of the supply chain of the photovoltaic industry chain and avoid industrial convergence, vicious competition and market monopoly
Science and technology communication
1. Tencent and Broadcom have reached a strategic cooperation to jointly develop co-encapsulated optical network switching modules.
2. Ziguang launched the first ultra-low power LPDDR4X memory in China.
3. Dell Science and Technology together with iCenter of Tsinghua University to build artificial Intelligence Joint Laboratory + AI data Center
4. China Mobile released the “5G Computing Network Industry Integration solution”, which provides new power for 5G enabling thousands of industries.
5. China’s first downlink rate breakthrough 3Gbps, Beijing Mobile completed commercial verification of 5G three-carrier aggregation technology.
Entertainment and film tour
1. Live Douyin broadcast jointly with the Central National Orchestra to launch the “DOU has National Music” project to create the second stage of folk music performance.
2. The introduction of Little Red Book into the international top Frisbee competition AUDL will vigorously support the development of competitive Frisbee content.
3. Tencent Games’s international business brand Level Infinite unveiled a number of new games such as “Sand Dunes: awakening” at the Cologne Game Exhibition in Germany.
4. The classic knight-errant animation “Chinese Boy” high-definition remaking comes online.
5. Blackstone Group is reported to have bid for the rights to British rock band Pink Floyd songs, valued at nearly 500 million US dollars.
Finance and finance
1. The Banking and Insurance Regulatory Commission approved the Bank of Beijing to prepare for the establishment of Beiyin financial management.
2. China Information has successively won the bid for the construction of four banks’ technical projects in Taiwan.
3. Desheng Technology: signed a framework cooperation agreement with UnionPay Commercial Guangdong Branch to cooperate in integrated payment business.
4. to enhance the professionalism of independent agents and cooperate with the International Trust and Asset Planning Society.
5. China Foundation Association: as of the end of July, the total scale of private equity management business of securities and futures institutions is 15.87 trillion yuan.
Housing real estate
1. I love that my family’s revenue in the first half of the year was 6.082 billion yuan, and the “apartment” business contributed 2.982 billion yuan.
2. Rongchuang withdrew from a number of cooperative projects: 3 the project was taken over by Huayu Group and Cinda Real Estate respectively.
3. Wanda Business Management officially signed a contract with Hangzhou Wanbaocheng to take over the project and build the fourth Wanda Plaza in Hangzhou.
4. Investment promotion Shekou officially won the bid Shenzhen Wuhe Hub, the early service provider of the old reform, once won the bid by Kaisa Industry.
5. Shanghai Construction Engineering and Chengdu signed a cooperation agreement to invest 100 billion yuan during the 14th five-year Plan period.
Retail e-commerce
1. JD.com will specially deal with the price violations of moon cakes and take measures to reduce the right, shield and remove the shelves.
2. The total transaction volume of Kuaishou e-commerce reached 191.2 billion yuan in the second quarter, and the repurchase rate increased compared with the same period last year and month-on-month.
3. Sinan County, which was originally supported by Youyan Group, reached strategic cooperation, and the three parties worked together to create a new example of industrial revitalization.
4. Wal-Mart’s omni-channel layout realized the deep integration of the whole scene, and the sales of “88 Shopping Festival” grew by double digits compared with the same period last year.
5. Estée Lauder Group has reached a strategic cooperation with Tmall in R & D to gain insight into the needs of China’s consumer market and cooperate in new product research and development.
Car travel
1. Polar Krypton responds to IPO rumors: there is no new round of financing plans at present.
2. Weilai: the first batch of Lulai ES7 production cars are officially shipped across the country, and delivery will begin on August 28th.
3. BYD Tang DM-p is officially listed, with a subsidised price of 289800-329800 yuan
4. GAC GROUP: the board of directors agreed to set up a battery company to carry out the industrialization of independent batteries.
5. Nashi Automobile launched its first model in Thailand, becoming the first new car-building force in China to land in Thailand.
Education and training
1. A good future: the new strategy focuses on “science and education, science popularization, science creation”, and a team is exploring live e-commerce.
2. The quark scanning king improves the recognition accuracy and clarity, and launches the “offline mode”.
3. Ministry of Education: 45 national competitions for primary and secondary school students will be held by 2025.
4. Guangzhou launched the training of artificial intelligence teachers in primary and secondary schools throughout the city, and more than 2000 teachers ushered in the “first lesson”.
5. Qingdao issued a three-year action plan to double the quality resources of basic education and implemented ten key actions.
Medical treatment and health
1. Xuantai Pharmaceutical, an innovative pharmaceutical company, officially landed on Kechuang Board: it rose 45% on the first day of listing, with a total market capitalization of 6.165 billion yuan.
2. Wushi: it is planned to invest 292 million yuan in the construction of stem cell innovation technology and industrialization (phase I).
3. Due to the official opening of the manufacturing base in Mina China, a new chapter of localized and diversified layout has been opened.
4. China Resources Sanjiu joined hands with the China Science and Technology Development Center of traditional Chinese Medicine to promote the high-quality development of traditional Chinese medicine.
5. Novartis Pharmaceuticals plans to split its imitation pharmaceutical division Sanders next year, and plans to focus on the “breakthrough therapy” track.
Tourist accommodation
1. The Ministry of Culture and Tourism announced the list of the second batch of national night culture and tourism consumption gathering areas. Beijing Wangfujing, Happy Valley and other 123 gathering areas were selected.
2. Yantian District of Shenzhen has issued 30 important measures to speed up the construction of Shatoujiao Shenzhen-Hong Kong International Tourism consumption Cooperation Zone.
3. Hangzhou issues 20 million yuan of cultural travel digital consumption coupons, and more than 10,000 cultural travel goods help the industry recover.
4. Jingyu Donkey Mother Group signed a contract with Beijing Yuyang Group to create a complex of ice and snow leisure and vacation.
5. Fosun Travel: the net loss in the first half of the year narrowed by nearly 90%, and overseas bookings accelerated the rebound in the second half of the year.
Block chain
1. The country’s first provincial and municipal metacosmos research institution was established in Shanghai, jointly built by Fudan University, Huawei, Tencent, China Mobile and Epic.
2. Baidu Super chain will launch its first cross-chain digital collection on August 30th to realize the interconnection between assets on the XuperChain chain and other chains.
3. The Shanghai data Exchange took the lead in setting up a digital asset sector in the country, joining hands with Hui Li and bilibili to launch digital assets.
4. the digital collection platform of the same journey has reached a strategic cooperation with the intangible assets trading center of the Northern Cultural property Exchange.
5. Societe Generale promotes digital RMB banking cooperation to help small and medium-sized banks access the digital RMB system
International perspective
1. Samsung SDI plans to invest 2 trillion won in Europe to expand battery production capacity for electric vehicles.
2. Intel officially released the GPU Flex series of data centers to accelerate applications such as cloud vision, media and artificial intelligence reasoning.
Amazon announced that it will shut down Amazon Care telemedicine service, which has provided door-to-door inspection and vaccination services.
4. SpaceX reduces the subscription price of Star chain Internet service, with a maximum discount of 50%.
5. Us regulators hold hearings on September 13 to discuss Twitter violations
Financing acquisition
1. Automotive lithium-ion battery manufacturer “Xinwanda EVB” completed 6 billion yuan A round financing, jointly led by Meituan, Source Capital, Bohua Capital, Cornerstone Capital and Deep Venture Capital, and Vanzhuo Capital served as financial adviser.
2. Bi Bost, a solution provider for on-line chassis, has completed nearly 100 million yuan in Pre-An and Pre-A+ round financing, led by Sequoia Capital China seed fund, and followed by Shanghai Honghui and Atomic Intelligence Transportation Industry Fund.
3. Qizhi Technology, a developer of intelligent energy cloud platform, completed tens of millions of yuan A round financing, which was invested by three well-known institutions, including Hangzhou Yuhang Financial holding Group Co., Ltd., Paradise Silicon Valley Investment Group and other well-known institutions.
4. Feiwo Technology, a high-strength fastener R & D manufacturer, completed a round of financing of 50 million yuan, led by China soft Capital, and participated in joint investment by Caixin Financial Control Group and China Science Furong Venture Capital Company under the Finance Bureau of Changde City, Hunan Province.
5. Li Jun Semiconductor, a designer and developer of power semiconductor devices, has completed a new round of financing of tens of millions of yuan, led by Yida Capital.
6. Network security service provider “Boundary Infinity” completes tens of millions of yuan angel + and Pre-A round financing. Angel + round investors are Honghua Fanxing Network Security Angel Fund, Pre-A round is led by Yuanqi Capital, Chenghui Venture Capital and Chenghui Venture Capital follow, and Navigation Capital acts as financial adviser.
7. Cloud data platform developer “several New Network” has completed tens of millions of yuan Pre-A round financing, led by the top domestic investment institutions, and followed by Hongyi and Zhonghao.
8. Prism holography, a provider of holographic special effects solutions, has completed nearly 100 million yuan in round B financing, which is invested exclusively by a listed company, Donghong Technology.
9. Medium range Huiju, a brand sample promotion service provider, completed a round of financing of 30 million yuan, led by China Business Group.
10. Zilliz, a developer of AI unstructured data processing and analysis software, completed a $60 million B+ round of financing, led by Prosperity7 Ventures, owned by Saudi Aramco, followed by veteran shareholders Pavilion Capital, Hillhouse Venture Capital, Wuyuan Capital and Yunqi Capital, and Duowei Capital served as the exclusive financial adviser.
11. Bio-pharmaceutical technology platform company Baoji Pharmaceutical Company has completed round B financing of more than US $100 million, led by Dongfang Fuhai, Haitong Innovation, Shengshi Capital, old shareholder Center Lab, Source Capital and other additional investment.
12. Carben Medical, a developer of non-vascular interventional devices, has completed tens of millions of yuan Pre-A+ round financing, jointly led by Jinding Capital and Shenzhen small and medium-sized Enterprises.
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