今日看点
✦ 二季度中国高端智能手机份额逆势扩张，vivo取代华为占据第二位
✦ 宁德时代麒麟电池首批合作车企落地，包括极氪品牌和问界系列新车型
✦ 三江购物上半年逆势增利超八成，宁波盒马连续六个月盈利
✦ 新东方在线2022财年营收8.985亿元，直播电商分部总营收为2460万元
✦ 线上业务增长超70％，宜家发布针对中国市场长期本土化品牌
✦ 马丽主演电影票房突破150亿，成为华语影史首位获此成就女演员
✦ 文旅部：2021年我国对外文化贸易额首次突破2000亿美元
✦ 2022 ChinaJoy线上展正式开幕，MetaCJ元宇宙上线
国内要闻
1、瞄向商用办公市场，华为正式公布中小企业“同路者”计划
2、综合商业平台落户广州，云启怡亚通正式揭牌运营
3、丰巢、爱沙尼亚再度合作，加速海外末端物流进程
4、线上业务增长超70％，宜家发布针对中国市场长期本土化品牌
5、京东集团与雅砻江公司签署战略签约，加快电力能源供应链体系数字化、一体化建设
6、中国物流集团与北京交通大学战略合作，积极探索物流行业“产学研”合作新模式
7、科大国创与腾讯云签署战略合作协议，将在智慧农业、客服、人工智能等方面深度合作
8、国家电投与中兴通讯签署战略合作协议，推进“零碳园区”、5G智慧工厂、绿色低碳能源服务等项目落地
9、光环新网：拟19.75亿元投建天津宝坻云计算基地二期项目
10、2022中国电子商务大会将于9月1日在京开幕，聚集数字经济与实体经济融合贯通
政务快讯
1、工信部：拟联合银保监会等部门积极推进网络安全保险标准研制
2、交通运输部：今年上半年全国水运建设完成投资735.7亿元
3、人社部：健全就业失业服务管理制度，大规模开展职业技能培训
4、国家发改委：阶段性调整价格补贴联动机制，加大对困难群众物价补贴力度
5、全国供销合作总社出台《“绿色农资”升级行动方案（2022-2025）》
6、国内首家虚拟电厂管理中心在深圳成立，特来电等14家负荷聚合商首批接入
7、上海：加快推动光伏制氢的示范应用，探索开展海上风电制氢示范应用
8、浙江省股权交易中心衢州服务中心成立，打造股权市场“衢州样板”
9、安徽省跨境电商交易额连续6年保持50%左右的高速增长
10、吉林省发改委印发《吉林省“十四五”现代流通体系建设方案
科技通信
1、二季度中国高端智能手机份额逆势扩张：苹果占比46%稳居第一，vivo取代华为占据第二位
2、国内规模最大、用户最多、应用最全：合肥量子城域网正式开通
3、安克创新发布无线蒸汽洗地机，进军智能清洁领域
4、高通首届骁龙嘉年华在成都开启，打造一场科技与电竞的狂欢盛宴
5、工信部电子第五研究所与安恒信息签署战略合作协议，共同打造“交通行业网络安全信创联合实验室”
文娱影游
1、《独行月球》助力马丽主演电影票房突破150亿，成为华语影史首位获此成就女演员
2、剧星传媒成快手磁力引擎“超级合作伙伴”，深化全领域合作共同提升品牌价值
3、环球音乐中国公司与音乐厂牌“NCR游牧城市”达成版权合作
4、WRL选手集训营第二期圆满收官，持续赋能英雄联盟手游电竞健康生态
5、动视暴雪《使命召唤19：现代战争Ⅱ》发布预告：10月28日发售，预购提前一周玩
金融财经
1、银保监会：原则同意辽阳农商行、辽宁太子河村镇银行进入破产程序
2、央行：将部分外资银行纳入碳减排支持工具金融机构范围
3、国家开发银行：国开基础设施投资基金已投放2100亿元，累计签约422个项目
4、复星国际与汇丰银行续签合作协议，将继续提供财务资金等支持
5、弘康人寿个性化养老模式首次发布，覆盖CCRC社区、城心养老
住房地产
1、美凯龙拟将对商场商户租金及管理费进行减免，预计影响营收至多5亿元
2、朗诗绿色管理拟出售上海融懋商业管理50%股权，代价1.38亿元
3、龙湖吴亚军：目前到年底集团已基本无偿债压力，平均融资成本降至3.99%
4、沈阳金融中心大悦城签约华锐世纪投资，系沈阳第二座大悦城
5、青岛崂山万象汇正式开业，系华润万象生活在青岛第三座商业综合体
零售电商
1、茅台冰淇淋北京线下首店8月29日落户朝阳大悦城
2、京东茑屋书店旗舰店落地，京东新百货集合店业态阵营再扩圈
3、淘宝针对珠宝、奢品类商品新增“安心鉴”服务，9月2日生效
4、三江购物上半年逆势增利超八成，其运营的宁波盒马连续六个月盈利
5、便利店品牌“代号7天”计划今年底门店增至200家，2025年业务覆盖河南全省
汽车出行
1、极氪成为宁德时代麒麟电池全球量产首发品牌，最早明年一季度交付
2、宁德时代麒麟电池将落地AITO问界系列新车型，双方已签署五年长期战略合作协议
3、中国一汽：阿姆斯特丹官宣红旗品牌进入荷兰，将在四季度启动交付
4、轻舟智航：基于征程5芯片的自动驾驶样车将在三季度开展路测
5、长城汽车旗下魏牌推出首个量产城市辅助驾驶系统，拉开高端智能新能源全新时代序幕
教育培训
1、新东方在线2022财年营收8.985亿元，直播电商分部总营收为2460万元
2、豆神教育2022上半年营业收入4.12亿元，同比减少12.97%
3、行动教育发布半年度业绩：净利润4931万元，同比下降35.68%
4、中国东方教育发布中期业绩，纯利2.36亿元，同比增长1.3%
5、鸿合2022上半年营收21.4亿元，海外业务贡献14.65亿元
医疗健康
1、京东健康上半年盈利2.23亿元同比扭亏为盈，日均在线问诊咨询量超25万
2、平安健康合作医院数超3000家、合作药店达20.8万家，在超过150城实现1小时送药
3、科大讯飞：上半年讯飞医疗营收1.4亿元，同比增长40.17%
4、超视立当选全国眼视光标准化技术委员会首届委员
5、百时美施贵宝与GentiBio合作开发调节性T细胞疗法，用于治疗炎症性肠病
旅游民宿
1、文旅部：2021年我国对外文化贸易额首次突破2000亿美元
2、吉林：将培树50个旅游行业放心消费示范典型
3、乐享金秋，甘肃文旅厅推出61条秋季乡村旅游精品线路
4、河北出台规划推动长城国家文化公园文化和旅游融合发展
5、江西“百城百夜”文旅消费季活动在携程上线，将由8月持续至10月
区块链
1、2022 ChinaJoy线上展正式开幕，MetaCJ元宇宙上线
2、腾讯基于区块链身份认证专利获授权，可避免个人信息泄露
3、vivo联合百度推出vivo X80系列解构版数字藏品
4、推定制化藏品，太古地产加码元宇宙
5、LG电子北美创新中心宣布支持20家初创公司，包含多个元宇宙项目
国际视角
1、三星显示计划今年年底前将QD-OLED面板产能提高30%
2、英特尔正式发布数据中心GPU Flex系列：可支持68路实时云游戏流
3、特斯拉正在为人形机器人Optimus大力招聘电机设计人员
4、力保青少年用户隐私安全，Instagram将扩展敏感内容控制力度
5、德国押宝氢能新突破：全球第一条氢动力列车铁路正式上线
融资收购
1、氮化铝陶瓷及其元器件研发商「海古德」完成超3亿元战略轮融资，由海望资本参投
2、固态锂离子电池生产研发商「中科深蓝汇泽」完成天使轮融资，由春华创投领投
3、SOEC制氢系统供应商「思伟特」完成天使轮融资，由三峡基金、红杉中国种子基金、宝湖投资和利尼克斯参与投资
4、电磁阀测试系统研发商「桃园科技」完成Pre-A轮融资，由广沣投资领投，禧筠资本、泓泰资本等跟投
5、网络资产攻击面管理系统研发商「未岚科技」完成天使轮融资，投资方为红华繁星网安天使基金，航行资本担任独家财务顾问
Today’s highlights
The share of China’s high-end smartphones expanded against the trend in the second quarter, with vivo taking the second place instead of Huawei.
The first batch of cooperative car companies in Linningde era Kirin battery landed, including the polar krypton brand and the new model series.
Xi Sanjiang Shopping made a profit of more than 80% in the first half of the year, while Ningbo Hema made a profit for six months in a row.
The revenue of new oriental online is 898.5 million yuan in fiscal year 2022, and the total revenue of live e-commerce branch is 24.6 million yuan.
With online business growth exceeding 70%, Ikea has released long-term localized brands for the Chinese market.
Ma Li starred in a film that grossed more than 15 billion at the box office, becoming the first actress in Chinese film history to achieve this achievement.
Ministry of Culture and Tourism: the volume of China’s foreign cultural trade exceeded 200 billion US dollars for the first time in 2021.
The 2022 China Joy online Exhibition officially opened, MetaCJ Universe launched
Important domestic news
1. Aiming at the commercial office market, Huawei officially announced the “fellow traveler” plan for small and medium-sized enterprises.
2. The integrated business platform was settled in Guangzhou, and Yunqiyi Yatong officially unveiled its operation.
3. Fengnest and Estonia cooperate again to speed up the process of overseas terminal logistics.
4. Online business grew by more than 70%. Ikea released long-term localized brands for the Chinese market.
5. JD.com Group signed a strategic contract with Yalong River Company to speed up the digitization and integration of power energy supply chain system.
6. Strategic cooperation between China Logistics Group and Beijing Jiaotong University to actively explore a new mode of industry-university-research cooperation in the logistics industry.
7. HKUST Guochuang signed a strategic cooperation agreement with Tencent Cloud, which will cooperate deeply in intelligent agriculture, customer service, artificial intelligence and so on.
8. The State Power Investment Corporation and ZTE signed a strategic cooperation agreement to promote the landing of projects such as “zero-carbon park”, 5G smart factory, green and low-carbon energy services.
9. Sinnet: 1.975 billion yuan will be invested in the second phase of Tianjin Baodi Cloud Computing Base.
10. The 2022 China Electronic Commerce Conference will open in Beijing on September 1, bringing together the integration of the digital economy and the real economy.
Government affairs bulletin
1. Ministry of Industry and Information Technology: the proposed joint banking and insurance regulatory commission and other departments actively promote the development of network security insurance standards.
2. Ministry of Transport: in the first half of this year, the national waterway construction completed an investment of 73.57 billion yuan.
3. Ministry of Human Resources and Social Affairs: improve the management system of employment and unemployment services, and carry out vocational skills training on a large scale.
4. The National Development and Reform Commission: gradually adjust the linkage mechanism of price subsidies and increase price subsidies to people in need.
5. The National Federation of supply and Marketing Cooperatives issued the Action Plan for the upgrading of Green Agricultural Materials (2022-2025).
6. The first virtual power plant management center in China was established in Shenzhen, and 14 load aggregators, such as special calls, were connected in the first batch.
7. Shanghai: accelerate the demonstration application of photovoltaic hydrogen production, and explore the demonstration application of offshore wind power hydrogen production.
8. Zhejiang Equity Trading Center Quzhou Service Center was established to create a “Quzhou model” for the equity market.
9. The volume of cross-border e-commerce transactions in Anhui Province has maintained a rapid growth of about 50% for six consecutive years.
10. Jilin Provincial Development and Reform Commission issued the construction plan of modern circulation system in the 14th five-year Plan of Jilin Province.
Science and technology communication
1. The share of China’s high-end smartphones expanded against the trend in the second quarter: Apple ranked first in 46%, while vivo replaced Huawei in second place.
2. The largest scale, the largest number of users and the most comprehensive application in China: Hefei Quantum Metropolitan area Network was officially launched.
3. Anke innovated and released wireless steam floor washer to enter the field of intelligent cleaning.
4. Qualcomm’s first Snapdragon Carnival opened in Chengdu, creating a carnival of technology and e-sports.
5. The Fifth Electronic Research Institute of the Ministry of Industry and Information Technology and Anheng Information signed a strategic cooperation agreement to jointly build the “Transportation Industry Network Security Information Innovation Joint Laboratory”.
Entertainment and film tour
1. “alone on the Moon” helped Ma Li’s film to exceed 15 billion at the box office, becoming the first actress in Chinese film history to achieve this achievement.
2. Drama star media has become a “super partner” of Kuaishou magnetic engine, deepening cooperation in all fields to jointly enhance brand value.
3. Universal Music China has reached copyright cooperation with the music brand “NCR Nomadic City”.
4. The second phase of WRL players’ training camp ended successfully, continuing to empower League of Legends mobile game e-sports to be healthy and ecological.
5. Activision Blizzard “call of Duty 19: modern Warfare II” issued a preview: it will go on sale on October 28, and the pre-order will be played a week in advance.
Finance and finance
1. Bancassurance Regulatory Commission: agree in principle that Liaoyang Agricultural Commercial Bank and Liaoning Taizihe Village Bank should enter the bankruptcy procedure.
2. Central bank: bring some foreign banks into the scope of financial institutions supporting carbon emission reduction tools.
3. China Development Bank: the China Development Infrastructure Investment Fund has invested 210 billion yuan and signed a total of 422 projects.
4. Fosun International and HSBC renew the cooperation agreement and will continue to provide financial funds and other support.
5. Hongkang Life Insurance personalized pension model was released for the first time, covering the CCRC community and urban heart.
Housing real estate
1. Micron plans to reduce the rent and management fees of commercial tenants in shopping malls, which is expected to affect revenue by up to 500 million yuan.
2. Lang Shi Green Management plans to sell 50% of Shanghai Rongmao Business Management at a price of 138 million yuan.
3. Longhu Wu Yajun: at present, the group has basically no debt repayment pressure by the end of the year, and the average financing cost has dropped to 3.99%.
4. Dayue City, the financial center of Shenyang, has signed Sinovel Investment, which is the second Dayue City in Shenyang.
5. Laoshan Vientiane is officially opened in Qingdao. China Resources Vientiane lives in the third commercial complex in Qingdao.
Retail e-commerce
1. The first store of Maotai ice cream under the Beijing line settled in Chaoyang Dayue City on August 29.
2. The flagship store of JD.com Guiwu Bookstore landed, and the camp of JD.com ‘s new department store expanded again.
3. Taobao added a “peace of mind” service for jewelry and luxury goods, which will take effect on September 2
4. Sanjiang Shopping made a profit of more than 80% in the first half of the year, and its Ningbo Box Horse made a profit for six consecutive months.
5. Convenience store brand “code 7” plans to increase the number of stores to 200 by the end of this year, and its business will cover the whole province of Henan by 2025.
Car travel
1. Polar krypton has become the first brand of global mass production of Kirin batteries in Ningde era, which will be delivered as early as the first quarter of next year.
2. The Kirin battery of Ningde era will land on the AITO series of new models, and the two sides have signed a five-year long-term strategic cooperation agreement.
China FAW: Amsterdam official announced that the Red Flag brand has entered the Netherlands and will start delivery in the fourth quarter.
4. Light boat Zhihang: the self-driving sample car based on the journey 5 chip will carry out road test in the third quarter.
5. Wei Brand of Great Wall Motors launched the first mass-produced city driving assistance system, which opened the prelude to a new era of high-end intelligent new energy.
Education and training
1. The revenue of New Oriental online in fiscal year 2022 is 898.5 million yuan, and the total revenue of live e-commerce branch is 24.6 million yuan.
2. The operating income of Doushen Education in the first half of 2022 was 412 million yuan, a decrease of 12.97% over the same period last year.
3. Action Education released semi-annual results: net profit was 49.31 million yuan, down 35.68% from the same period last year.
4. China Oriental Education released its interim results, with a net profit of 236 million yuan, an increase of 1.3% over the same period last year.
5. Honghe’s revenue in the first half of 2022 was 2.14 billion yuan, and its overseas business contributed 1.465 billion yuan.
Medical treatment and health
1. JD.com Health made a profit of 223 million yuan in the first half of the year compared with the same period last year, with an average daily online consultation volume of more than 250000.
2. there are more than 3000 Ping an Health Cooperative Hospitals and 208000 cooperative drugstores to deliver medicine in one hour in more than 208000 cities.
3. IFLYTEK: iFLYTEK Medical revenue in the first half of the year was 140 million yuan, an increase of 40.17% over the same period last year.
4. Chaoshili was elected as the first member of the National Technical Committee for Optometry Standardization.
5. Bristol-Myers Squibb cooperated with GentiBio to develop regulatory T cell therapy for the treatment of inflammatory bowel disease.
Tourist accommodation
1. Ministry of Culture and Tourism: in 2021, China’s foreign cultural trade volume exceeded 200 billion US dollars for the first time.
2. Jilin: will Peishu 50 tourism industry rest assured consumption demonstration model
3. Enjoy the golden autumn. Gansu Culture and Tourism Hall launched 61 boutique routes for autumn rural tourism.
4. Hebei issued a plan to promote the integrated development of culture and tourism in the Great Wall National Cultural Park.
5. Jiangxi’s “hundred cities and Night” literature travel consumption season will be launched in Ctrip, which will last from August to October.
Block chain
1. 2022 ChinaJoy online Exhibition officially opened, MetaCJ Universe launched
2. Tencent is authorized based on the blockchain identity authentication patent to avoid the disclosure of personal information.
3. Vivo and Baidu jointly launched vivo X80 series deconstructed digital collection
4. Presumptive collectibles, Swire Real Estate plus symbol Universe
LG Electronics North American Innovation Center announced support for 20 startups, including multiple metacosmos projects.
International perspective
1. Samsung shows that it plans to increase QD-OLED panel production capacity by 30% by the end of this year.
2. Intel officially released the GPU Flex series of data centers: it can support 68 real-time cloud game streams.
3. Tesla is recruiting motor designers for humanoid robot Optimus.
4. To ensure the privacy and security of young users, Instagram will expand the control of sensitive content.
5. Germany is betting on a new breakthrough in hydrogen energy: the world’s first hydrogen-powered train is officially on the line.
Financing acquisition
1. Haigood, a developer of aluminum nitride ceramics and its components, has completed a strategic round of financing of more than 300 million yuan, with the participation of Haiwang Capital.
2. Zhongke Shenlan Huize, a manufacturer and developer of solid-state lithium-ion batteries, completed angel round financing, led by Chunhua Venture.
3. “Siwei”, a supplier of SOEC hydrogen production system, completed the angel round financing, with the participation of the three Gorges Fund, Sequoia Capital China seed Fund, Baohu Investment and Linicus.
4. Taoyuan Technology, a developer of solenoid valve test system, completed the Pre-A round financing, led by Guangzhou Investment, followed by Xiyun Capital and Hongtai Capital.
5. The developer of the network asset attack surface management system, Weilan Technology, has completed the angel round financing. The investor is Honghua Fanxing Wang’an Angel Fund, and Navigation Capital acts as the exclusive financial adviser.
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