今日看点
✦ 中兴通讯：上半年营收净利双位数增长，第二曲线进展良好
✦ 美团二季度营收509亿元，年活跃商户数920万创历史新高
✦ 京东小时购、京东到家已接入全国超15万家实体门店，覆盖1700多个县区市
✦ 快手联合百家政务号发起谣言治理专项行动，今年已处理44.6万条不实信息
✦ 蔚来：独立内部调查已实质性完成，卖空报告相关指控均无事实依据
✦ 广汽埃安A轮融资正式挂牌，预计投后估值超千亿
✦ 丁香诊所杭州滨江店关闭，曾是国内首家互联网医疗线下诊所
国内要闻
1、美团二季度营收509亿元、调整后净利润20.6亿元，年活跃商户数920万创历史新高
2、中兴通讯：上半年营收净利双位数增长，第二曲线营收同比增长近40%
3、蔚来：独立内部调查已实质性完成，卖空报告相关指控均无事实依据
4、百度资本：李晓洋出任CEO职务，负责投融资及全面管理工作
5、京东云江西区域服务中心正式落成，数智供应链助力地区政企客户转型升级
6、华为云创新中心数字化赋能“专精特新”企业，助力西安电炉所打造“工业加热平台”
7、小熊U租联合京东企业购等多家品牌推出企业福利季，助力企业降本增效
8、中国石化两大基地落户天津经开区南港工业区，总投资约19.59亿元
9、壳牌与海油工程拓展多领域合作，共建脱碳“生态圈”
10、2022世界人工智能大会9月1日至3日在上海举行，设立五个海内外分会场
政务快讯
1、工信部通报47款侵害用户权益APP和SDK，涉违规收集个人信息等问题
2、交通运输部对满帮集团、货拉拉、滴滴货运、快狗打车4家互联网道路货运平台公司进行提醒式约谈
3、水利部确定广东、浙江、山东、江西、湖北、辽宁、广西为第一批省级水网先导区
4、商务部：抓紧制定完善国家服务贸易创新发展示范区总体方案
5、国家发展改革委等四部门中秋节前持续加大“天价”月饼整治力度
6、国务院安委会：进一步建立健全电动自行车登记制度，加大路面执法管控力度
7、国家药监局：强化重点实验室建设，推进药品监管科学协同发展
8、国家统计局：今年全国早稻总产量562.5亿斤，比上年增加2.1亿斤
9、中央网信办：推进“IPv6+”技术创新和应用推广
10、人社部：当前企业职工基本养老保险基金累计结余5.1万亿元，有较强的保障能力
科技通信
1、紫光国微：车载控制器芯片已在整车厂做路测，预计今年内完成
2、中芯国际：晶圆售价大涨，上半年归母净利润同比增13.6%至9.62亿美元
3、TCL科技：上半年营收845亿元，光伏及半导体业务收入贡献占比近四成
4、中国移动携手中兴通讯及合作伙伴完成全球首个运营商5G NTN技术外场验证
5、Canalys：2022第二季度中国大陆个人电脑出货量同比下降16%，创9年来最大跌幅
文娱影游
1、快手联合百家政务号发起谣言治理专项行动，今年已处理44.6万条不实信息
2、掌阅科技：上半年净利3972万元，平均月活用户达1.6亿
3、星辉娱乐：武磊将重返上海海港，西班牙人相关代言合同随武磊转出解除
4、奥迪官宣：2026年以引擎制造商身份进入F1
5、《权力的游戏》衍生剧《龙之家族》宣布续订第二季，第一集创下HBO开播收视纪录
金融财经
1、银保监会：预计年内印发出台《银行保险机构消费者权益保护管理办法》
2、中国银行：8月29日起调整ATM二维码存款服务，无卡扫码存款功能将停止
3、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
4、友邦完成东亚银行旗下蓝十字股份收购，委任谢佩兰为首席执行官
5、华为携手中国银行荣获《亚洲银行家》“最佳银行基础设施技术应用奖”
住房地产
1、住建部：1-7月全国新开工改造城镇老旧小区4.43万个
2、《北京市住房租赁条例》将于2022年9月1日起施行
3、红土深圳安居REIT将于8月31日上市，发售份额达5亿份
4、厦门特房-财富中心资产支持专项计划获受理，拟发行金额15.51亿
5、美凯龙：拟将对满足条件的自营商场商户租金及管理费进行减免
零售电商
1、京东小时购、京东到家已接入全国超15万家实体门店，覆盖1700多个县区市
2、淘特淘工厂联动义乌2000多家工厂开启“开学季逛义乌”，日订单同比复工前增长100%以上
3、COLMO空调销售增长达到170%，首届“苏宁易购&美的品牌节”持续爆发
4、广东、江西再开两店，永辉全渠道拓展稳中求进
5、酒仙网络重启IPO辅导，辅导机构是华泰联合证券
汽车出行
1、广汽埃安A轮融资正式挂牌，预计投后估值超千亿
2、宁德时代：将于8月27日15:30-16:30举行麒麟电池落地车型发布会
3、“智己L7”亮相2022成都车展并正式达成第2000台新车交付
4、飞凡汽车CEO：公司目前没有融资计划，第二款轿车车型将发布
5、中国汽车流通协会：二手车大会延期至9月中下旬召开
教育培训
1、教育部、北京市签署共建留学人才回国服务示范区合作框架协议
2、安徽成立省教材委员会，加强教材建设工作统筹协调
3、淘宝网调整教育培训行业管理规范实施细则，9月2日生效
4、科德教育：2022年半年度净利润约2657万元，同比下降47.01%
5、思考乐教育：上半年净亏损3280万元，入读学生总人次及辅导课时数减少
医疗健康
1、丁香诊所杭州滨江店关闭，曾是国内首家互联网医疗线下诊所
2、拿下288个，迈瑞大批量体外诊断产品获得IVDR CE证书
3、九典制药：今年计划新开发800-1000家二三级医院
4、拓新药业拟对精泉生物追加投资3010.63万元，加大研发投入
5、赛禾医疗心腔内超声成像（ICE）系统成功完成国内动物实验，正式进入临床研究阶段
旅游民宿
1、飞猪推出开学季返校补贴机票可享青年价，火车票提前24小时退票免手续费
2、“携程919”力推崇礼雪季预售，拉动酒店日历房交易额增长超14倍
3、同程旅行上线“新开业酒店榜”，预订上榜酒店可享88折起优惠补贴
4、中青旅耀悦携手沙特旅游局共同举办户外桨板活动，感受”红海度假”魅力
5、居庸关长城景区8月27日起每周末及节假日开展夜游长城活动
区块链
1、2022世界人工智能大会主会场将呈现元宇宙核心展，展现AI+元宇宙全产业生态链
2、上海徐汇：将支持鼓励腾讯、米哈游、商汤等领军企业打造元宇宙行业盛会
3、北京金融业发展规划：支持区块链等技术发展应用，加强区块链等底层技术攻关
4、游戏巨头雅达利推出50周年纪念NFT，并将推出元宇宙Room 133
5、扎克伯格：Meta下一款VR头显10月推出，将专注于“虚拟场景中的社交”
国际视角
1、苹果即将支付9500万美元解决翻新设备集体诉讼案
2、传LG Display今年将进一步降低大尺寸OLED出货量目标至900万片
3、LG Innotek正与特斯拉就摄像头模组供应事宜进行谈判，价值1万亿韩元
4、T-Mobile与SpaceX达成基于Starlink互联网卫星的蜂窝盲区覆盖合作
5、沃尔玛在墨西哥开设中美洲第32个配送中心，提供约1200个直接和间接工作岗位
融资收购
1、车用激光雷达半导体芯片生产商「温米芯光」获得天使轮融资，投资方为暾澜投资
2、高精度卫星导航定位方案商「博盛尚」完成A轮融资，由招商启航领投，国发创投、乾汇智投跟投
3、本土香氛香薰品牌「节气盒子」完成战略融资，投资方为上市公司上海家化
4、一站式数字生态解决方案提供商「玩链科技」完成种子轮融资，由数字火种资本领投
5、第三方数字化管理式医疗健康服务平台「优加健康」获得战略融资，由美年大健康旗下产业基金投资
Today’s highlights
ZTE Corporation: double-digit growth in revenue and net profit in the first half of the year, and good progress in the second curve
Meituan earned 50.9 billion yuan in the second quarter, and the number of annual active merchants reached an all-time high of 9.2 million.
JD.com ‘s hour shopping and JD.com ‘s arrival at home have been connected to more than 150000 physical stores across the country, covering more than 1700 counties, districts and cities.
Kuaishou, together with 100 government accounts, has launched a special campaign to control rumors, and has dealt with 446000 pieces of false information this year.
Kui Weilai: the independent internal investigation has been substantially completed and the allegations related to the short selling report are not based on facts.
The A-round financing of GAC Ean is officially listed, and the valuation is expected to exceed 100 billion after investment.
The clove clinic, which was once the first Internet medical offline clinic in China, was closed in Hangzhou.
Important domestic news
1. Meituan’s revenue in the second quarter was 50.9 billion yuan, the adjusted net profit was 2.06 billion yuan, and the number of annual active merchants reached a record high of 9.2 million.
2. ZTE Corporation: revenue and net profit increased by double digits in the first half of the year, and revenue in the second curve increased by nearly 40% compared with the same period last year.
3. Weilai: the independent internal investigation has been substantially completed and the allegations related to the short selling report are not based on facts.
4. Baidu Capital: Li Xiaoyang took up the position of CEO, responsible for investment, financing and overall management.
5. JD.com Yun Jiangxi Regional Service Center was officially completed, and the Digital Intelligence supply chain helped the transformation and upgrading of government and enterprise customers in the region.
6. Huawei Cloud Innovation Center digitally empowers “specialized and innovative” enterprises to help Xi’an Electric Furnace to build “industrial heating platform”.
7. Xiao Xiong U Rent, JD.com Enterprise purchase and other brands launched the Enterprise Welfare season to help enterprises reduce costs and increase efficiency.
8. Sinopec’s two major bases have settled in Nangang Industrial Zone, Jingkai District, Tianjin, with a total investment of about 1.959 billion yuan.
9. Shell and CNOOC expand cooperation in various fields to build a decarbonization “ecosystem”.
10. The 2022 World artificial Intelligence Conference will be held in Shanghai from September 1 to 3, with five sub-venues at home and abroad.
Government affairs bulletin
1. The Ministry of Industry and Information Technology reported that 47 items infringed upon users’ rights and interests APP and SDK, involving illegal collection of personal information and other issues.
2. The Ministry of Transport conducted reminder interviews with four Internet road freight platform companies, namely, Man Bang Group, Freight Lala, Didi Freight, and Kuaidou Dache.
3. The Ministry of Water Resources has identified Guangdong, Zhejiang, Shandong, Jiangxi, Hubei, Liaoning and Guangxi as the first batch of provincial water network pilot areas.
4. Ministry of Commerce: step up efforts to formulate and improve the overall plan of the national service trade innovation development demonstration zone.
5. The National Development and Reform Commission and other four departments continue to strengthen the regulation of “sky-high price” mooncakes before the Mid-Autumn Festival.
6. Safety Committee of the State Council: further establish and improve the registration system of electric bicycles and strengthen the control and control of road law enforcement.
7. The State Drug Administration: strengthen the construction of key laboratories and promote the scientific and coordinated development of drug supervision
8. National Bureau of Statistics: the total output of early rice in China this year is 56.25 billion jin, an increase of 210 million jin over the previous year.
9. Central Internet Information Office: promoting the technological innovation, application and promotion of “IPv6+”
10. Ministry of Human Resources and Social Affairs: at present, the accumulated balance of the basic old-age insurance fund for enterprise employees is 5.1 trillion yuan, which has a strong guarantee ability.
Science and technology communication
1. Ziguang Guowei: the on-board controller chip has been tested in the whole vehicle factory and is expected to be completed within this year.
2. SMIC: the price of wafers has soared, and the net profit of home ownership in the first half of the year increased by 13.6% to US $962 million compared with the same period last year.
3. TCL Technology: revenue in the first half of the year was 84.5 billion yuan, accounting for nearly 40% of the revenue from photovoltaic and semiconductor business.
4. China Mobile works with ZTE and partners to complete the outfield verification of the world’s first operator 5G NTN technology.
5. Canalys:2022 ‘s shipments of Chinese mainland personal computers fell 16% in the second quarter from a year earlier, the biggest decline in nine years.
Entertainment and film tour
1. Kuaishou, together with 100 government accounts, has launched a special campaign to deal with rumors, which has dealt with 446000 pieces of false information this year.
2. Palm Technology: the net profit in the first half of the year is 39.72 million yuan, with an average monthly active users of 160 million.
3. Xinghui Entertainment: Wu Lei will return to Shanghai seaport, and the Spanish endorsement contract will be terminated with Wu Lei’s transfer.
4. Audi announced that he would enter F1 as an engine manufacturer in 2026.
“Game of Thrones” spin-off series “the Family of Dragons” announced the renewal of the second season, the first episode of which set a record for the opening of HBO.
Finance and finance
1. Bancassurance Regulatory Commission: the measures for the Protection and Administration of consumers’ Rights and interests of Bank and Insurance institutions are expected to be issued within this year.
2. Bank of China: the ATM QR code deposit service will be adjusted from August 29th, and the card-free scan code deposit function will be stopped.
3. China Merchants Cigna Life Insurance has set up a Ningbo branch to cultivate the local market with health as its specialty.
4. AIA completed the acquisition of Blue Cross shares of the Bank of East Asia and appointed Xie Peilan as CEO.
5. Huawei, together with Bank of China, won the “Asian Banker” and “Best Bank Infrastructure Technology Application Award”.
Housing real estate
1. Ministry of Housing and Construction: from January to July, 44300 new urban and old residential areas have been renovated throughout the country.
2. Beijing Housing Rental regulations will come into effect on September 1, 2022.
3. Red soil Shenzhen Anju REIT will be listed on August 31, with a sales share of 500 million copies.
4. The special asset support plan of Xiamen Special Housing-Wealth Center has been accepted, and the proposed issuance amount is 1.551 billion.
5. Metro: it is proposed to reduce the rent and management fees of merchants in self-operated shopping malls that meet the requirements.
Retail e-commerce
1. JD.com ‘s hour shopping and JD.com ‘s arrival have been connected to more than 150000 physical stores across the country, covering more than 1700 counties, districts and cities.
2. Amoy factories joined hands with more than 2000 factories in Yiwu to start “visiting Yiwu in the first school season”. Daily orders increased by more than 100% compared with the same period before resuming work.
3. Sales of COLMO air conditioners increased by 170%, and the first “SUNING & Brand Festival” continued to break out.
4. Guangdong and Jiangxi will open two more stores, and Yonghui will expand through all channels and strive for progress in the midst of stability.
5. Jiuxian Network restarts IPO tutoring, which is conducted by Huatai United Securities.
Car travel
1. GAC Ean round A financing is officially listed and is expected to be valued at more than 100 billion yuan after investment.
2. Ningde Times: the press conference of Kirin battery landing models will be held from 15:30 to 16:30 on August 27th.
3. “Zhiji L7” was unveiled at 2022 Chengdu Auto Show and officially reached the delivery of the 2000th new car.
4. Feifan CEO: the company has no financing plan at present, and the second car model will be released.
5. China Automobile Circulation Association: the used car conference was postponed to mid-late September.
Education and training
1. The Ministry of Education and Beijing have signed a framework agreement on cooperation in jointly building a demonstration zone for the return of overseas students.
2. Anhui set up a provincial teaching material committee to strengthen the overall planning and coordination of teaching material construction.
3. Detailed rules for the implementation of Taobao’s adjustment of education and training industry management standards, which will take effect on September 2.
4. Science and technology education: the half-year net profit in 2022 is about 26.57 million yuan, down 47.01% from the same period last year.
5. Thinking music education: the net loss in the first half of the year was 32.8 million yuan, and the total number of students enrolled and the hours of tutoring classes decreased.
Medical treatment and health
Lilac Clinic Hangzhou Binjiang Dian closed, was once the first Internet medical offline clinic in China.
2. Win 288, Mindray’s mass in vitro diagnostic products get IVDR CE certificate.
3. Jiudan Pharmaceutical: 8-1000 new secondary and tertiary hospitals are planned to be developed this year.
4. Tuoxin Pharmaceutical Co., Ltd. plans to invest an additional 30.1063 million yuan in Jingquan Biology and increase investment in research and development.
5. Saihe Medical Intracardiac Echocardiography (ICE) system successfully completed the domestic animal experiment and officially entered the clinical research stage.
Tourist accommodation
1. Fei Pig launches subsidized air tickets to return to school during the first school season, and train tickets are refunded 24 hours in advance without handling fee.
2. “Ctrip 919” strongly advocates the pre-sale of gift and snow season, driving the transaction volume of hotel calendar rooms to increase by more than 14 times.
3. The list of newly opened hotels will be launched on the same trip, and you can enjoy a 12% discount for booking hotels on the list.
4. CYTS Yaoyue and Saudi Tourism Bureau jointly hold outdoor paddle activities to feel the charm of “Red Sea Holiday”.
5. Juyongguan Great Wall Scenic spot will carry out night tours to the Great Wall every weekend and holidays since August 27.
Block chain
1. The main venue of the 2022 World artificial Intelligence Conference will present an exhibition of the core of meta-universe, showing the whole industry-wide ecological chain of AI+ meta-universe.
2. Shanghai Xuhui: it will support and encourage leading enterprises such as Tencent, Miha Tour, Shangtang and other leading enterprises to build meta-universe industry event.
3. Beijing financial industry development plan: support the development and application of technology such as block chain, and strengthen the tackling of underlying technologies such as block chain.
4. Game giant Atari launches 50th anniversary NFT and will launch meta-universe Room 133
5. Zuckerberg: Meta’s next VR headline will be launched in October and will focus on “socializing in virtual scenes”
国际视角
1. Apple is about to pay $95 million to settle a class action lawsuit over refurbished equipment.
2. LG Display will further reduce the target of large-size OLED shipments to 9 million this year.
3. LG Innotek is negotiating with Tesla on the supply of camera modules, worth 1 trillion won
4. T-Mobile and SpaceX reach cooperation on cellular blind area coverage based on Starlink Internet satellite.
5. Wal-Mart opened its 32nd distribution center in Central America in Mexico, providing about 1200 direct and indirect jobs
Financing acquisition
1. Wen Mi Xinguang, a manufacturer of automotive lidar semiconductor chips, has obtained angel round financing, and the investor is Chuan Lan Investment.
2. High-precision satellite navigation and positioning solution provider “Boshengshang” completed round A financing, led by China Merchants, Guofa Venture Capital and Qianhui Intelligence Investment.
3. The local fragrance aromatherapy brand “Solar term Box” has completed strategic financing, and the investor is the listed company Shanghai Jiahua.
4. Play chain Technology, an one-stop digital ecological solution provider, completes seed round financing, led by digital spark capital.
5. The third-party digitally managed medical and health service platform “Youjia Health” has obtained strategic financing, which is invested by the industrial fund of MNY Health.
相关文章