今日看点
✦ 阿里发布ESG报告：2022财年技术领域投入超1200亿元，减碳619944吨
✦ 拼多多二季度营收314.4亿元同比增36%，净利润89亿元同比增268%
✦ 京东国际发起“国际买手联盟”，全面保障消费者正品海淘体验
✦ 微盟发起首届智慧家装节，携手头部家装品牌共探私域共融共通新模式
✦ 长安汽车发布全新智能品牌“诸葛智能”，首款原型车CD701亮相
✦ 学大教育拟出资3亿元设立职业教育平台公司，加快布局职业教育领域
✦ 腾讯财付通：智能风控体系打击非法交易，日均发送百万次风险提醒
✦ 联合利华中国首个全品类生产和营销基地落户广州从化，投资16亿元
国内要闻
1、拼多多发布2022年二季度财报：营收314.4亿元同比增36%，净利润同比增268%至89亿元
2、阿里巴巴发布ESG报告：2022财年减碳619944吨，技术相关领域投入超1200亿元
3、联想集团：未来没有造车计划，联想车计算实验室将专注于智能座舱、自动驾驶和中央计算平台相关核心技术的研发和应用
4、抖音联合北京大学出版社推出开学季公开课系列直播，21堂公开课七天连播
5、微盟发起首届智慧家装节，携手头部家装品牌共探私域共融共通新模式
6、首届腾讯云公益编程挑战赛收官，云开发助力公益项目高效落地
7、世纪睿科：与“交个朋友”独家合作5年，陆续独家运营旗下全部抖音账号
8、龙芯中科加入开放麒麟openKylin社区，共建桌面操作系统新生态
9、三峡集团首个制氢项目开工建设，预计年内实现电站并网及氢能产出
10、徐工机械吸收合并徐工有限完成整体上市，“新徐工”剑指“珠峰登顶”迎来重要里程碑
政务快讯
1、市场监管总局发布上半年食品安全监督抽检情况：不合格率2.51%，同比上升0.17个百分点
2、工信部等五部门联合印发加快电力装备绿色低碳创新发展行动计划
3、国家卫健委等三部门印发《医疗卫生机构网络安全管理办法》
4、国家发改委等多部门印发《养老托育服务业纾困扶持若干政策措施》
5、交通运输部等六部门印发《农村公路扩投资稳就业更好服务乡村振兴实施方案》
6、上海出台指导意见加大建筑业援企稳岗力度，进一步关心关爱建筑工人群体
7、广州黄埔全国首创订制式审批服务体系，推动企业跑出“黄埔加速度”
8、山西省出台重点产业链及其链长工作机制实施方案
9、湖南：目标到2025年，非化石能源占能源消费总量比重达到22%左右
10、云南省“十四五”老龄事业发展和养老服务体系规划印发，确定9个预期发展指标
科技通信
1、中欣晶圆科创板IPO申请获上交所受理，拟募资54.7亿元
2、维信诺推出业界首款“柔性AMOLED口袋卷曲投幕”，展开可作为外设显示器
3、中国移动NZONE 50 Pro手机正式发布：搭载天玑700 5G芯片，售价1799元起
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、上海联通完成全国首个5G中频4T4R双拼商用部署，探索共建共享下最优精品网络
文娱影游
1、2022年暑期档总票房（含预售）破90亿，《独行月球》稳居首位
2、国家广播电视总局确定10部网络动画片为2022年重点扶持项目
3、网易云音乐与龙韬娱乐达成版权合作协议，平台内容再获充实
4、因代理协议即将到期，腾讯《冒险岛2》宣布11月2日停服
5、游族网络：《三体》游戏正在开发中，预计3-5年上市
金融财经
1、腾讯财付通：智能风控体系打击非法交易，日均发送百万次风险提醒
2、中国人寿资产管理公司渠道代销业务规模突破100亿元
3、农银人寿客户端“三位一体”互联网平台正式发布
4、兴业银行上海分行三年惠及科创企业747家，发放贷款超四百亿
5、引导行业注重长期持续回报，第十九届中国基金业金牛奖评选揭晓
住房地产
1、美的置业：上半年共实现38个城市66个项目超3万套房子交付
2、越秀集团携手中国中铁，拓展房地产开发、城市运营等领域合作
3、碧桂园文商旅集团签约金桥城市广场项目、兰博港项目
4、大悦城轻资产签约FTC金融中心，将打造沈阳金融中心大悦城
5、华润中标武汉军山新城购物中心项目运营，预计2024年8月建成
零售电商
1、京东国际全球买手项目联合发起“国际买手联盟”，全面保障消费者正品海淘体验
2、抖音电商“山货上头条”助农项目走进云南，开设“风味云南”专区助力云品出滇
3、茅台冰淇淋将在7城开店，总销售额已近1.4亿元
4、元气森林华东区域总部在合肥正式启用，可乐味苏打气泡水同时发布
5、联合利华中国首个全品类生产和营销基地落户广州从化，项目投资16亿元
汽车出行
1、零跑汽车递交港股IPO申请，7月交付量达1.2万台
2、享道出行在广西南宁启动“享道专车”网约车业务
3、长安汽车发布全新智能品牌“诸葛智能”，首款原型车CD701亮相
4、安徽合力：拟10.4亿元投资新能源智能工业车辆产业园建设项目
5、本田与LG新能源官宣在美合建电池工厂，投资总额44亿美元
教育培训
1、学大教育：拟出资3亿元设立职业教育平台公司，加快布局职业教育、职业培训等教育领域
2、小天才：已下架全部不合规应用程序，将持续加强应用程序安全管理
3、教育部印发《关于加强高校有组织科研 推动高水平自立自强的若干意见》
4、广西教育厅等九部门印发《广西壮族自治区“十四五”学前教育发展提升行动计划》
5、杭州发布城西科创大走廊基础教育高水平均衡发展（2022-2025年）规划，3年建设88所高品质学校
医疗健康
1、海尔生物：上半年生物安全核酸采样方案已在多地落地，实现收入近亿元
2、探索中医药诊疗新模式，平安健康与华润三九联合创建治未病中心
3、复星健康联合卫宁健康上线新一代智慧医疗云平台，佛山禅医已全面启用
4、产医融合新突破，上海医药与中山医院就21项系列专利转化签约
5、塞力医疗广阔市场战略再下一城，首个区域智慧医疗产业园落地四川凉山
旅游民宿
1、“携程919”联合嵊泗推海岛游专场，拉动目的地关注度提升近一倍
2、迎接后疫情时代邮轮旅游新发展，奇迹旅行成MSC2024年特别合作伙伴
3、长城人寿发布长城文化主题剧本游戏，助推长城景区文旅融合发展
4、广州首个飞盘主题公园9月将建成启用，总面积达2万多平米
5、四川发布首批省级文明旅游示范单位名单，共17家单位入选
区块链
1、腾讯课堂参加广东“技能+”嘉年华，为广东首批区块链新职业人才颁证
2、银联商务在天津上线数字人民币医疗支付功能
3、苏州银行在15家医疗机构实现数字人民币医疗结算支付
4、垣宇科技与融创文化旗下Goodsgoo Studio合作，创建元宇宙IP内容新运营生态
5、北京副中心将打造元宇宙主题乐园，计划3年落地30项以上应用场景
国际视角
1、印度阿达尼集团计划在10年内建造1000兆瓦的数据中心
2、韩国新能源汽车单月出口首超5万辆，前7个月出口额创历年同期最高纪录
3、日本计划2030年前培养3万名蓄电池人才，加强产业竞争力
4、法国拟推出电动汽车租赁补贴政策，每月100欧元即可租用
5、新加坡调整签证规定吸引人才，将向月薪3万新元外籍人士提供长期工作签证
融资收购
1、跨境电商SaaS服务商「积加」完成1.32亿元A+轮融资，由复星锐正、环世物流共同领投，eGarden Ventures、云时资本、云启资本超额跟投，众麟资本、光源资本持续加码
2、微波及毫米波芯片研发商「迈矽科」完成近亿元新一轮融资，由复星资本、芯原微电子联合领投，动平衡资本、老股东电联股份、南京经开基金等机构及产业资本方跟投
3、家庭储能与能源管理服务商「疆海科技」完成数千万元A轮融资，由峰和资本独家投资，势能资本担任独家财务顾问
4、元宇宙虚拟技术提供商「世优科技」完成过亿元A+轮第二期融资，投资方为上市公司捷成股份、天地在线以及其他两家公司和元宇宙基金2号
5、虚拟数智人技术提供商「拓元智慧」完成Pre-A轮融资，由银杏谷资本领投，老股东卓源资本、汉仁投资跟投
6、色谱领域整体解决方案提供商「华谱科仪」完成亿元天使轮融资，由博远资本领投，辰德资本及国投创合跟投，长海资本担任独家财务顾问
7、智能康复护理医疗硬件生产商「元生科技」获得数百万元种子轮融资，由青禾资本领投，银创资本、林润创投&清荣创投跟投
8、心血管介入医疗器械研发生产商「脉搏医疗」完成C轮融资，由为来资本与粤财生物医药基金联合投资，行远致同担任独家财务顾问
9、可持续生活方式品牌「KOKOLU」完成数百万美元Pre-A轮融资
10、建筑劳务综合服务平台「吉工家」完成数千万元B+轮融资
Today’s highlights
Ali released the ESG report: in fiscal year 2022, more than 120 billion yuan was invested in technology, and 619944 tons of carbon was reduced.
Pinduoduo’s second-quarter revenue of 31.44 billion yuan increased by 36% over the same period last year, and his net profit of 8.9 billion yuan increased by 268% over the same period last year.
JD.com International launched the “International buyer Alliance” to fully protect consumers’ authentic overseas shopping experience.
Weimeng launched the first Wisdom Home Decoration Festival to explore a new model of private domain integration and common understanding together with head home decoration brands.
Chang’an Automobile launched a new intelligent brand “Zhuge Intelligence”, and the first prototype car, CD701, was unveiled.
Yue University Education plans to invest 300 million yuan to set up a vocational education platform company to speed up the layout of the vocational education field.
Tencent Tenpay: intelligent risk control system crackdown on illegal trade, sending risk reminders millions of times a day
Unilever China’s first full-range production and marketing base has settled in Conghua, Guangzhou, with an investment of 1.6 billion yuan.
Important domestic news
1. Pinduoduo released financial results for the second quarter of 2022: revenue of 31.44 billion yuan increased by 36% over the same period last year, and net profit increased by 268% to 8.9 billion yuan.
2. Alibaba issued an ESG report: carbon reduction in fiscal year 2022 was 619944 tons, and investment in technology-related fields exceeded 120 billion yuan.
3. Lenovo Group: there are no plans to build cars in the future. Lenovo car Computing Lab will focus on the development and application of core technologies related to intelligent cockpit, self-driving and central computing platform.
4. Douyin and Peking University Press launched a live broadcast of the series of open courses in the opening season, with 21 open classes broadcast continuously for seven days.
5. Weimeng launched the first Wisdom Home Decoration Festival to join hands with head home decoration brands to explore a new model of private domain integration and common understanding.
6. The first Tencent Cloud Commonweal programming Challenge ended, and cloud development helped public welfare projects to land efficiently.
7. Century Ruike: cooperate exclusively with “make a friend” for 5 years, and operate all its Douyin accounts one after another.
8. Godson Zhongke joins the open Kirin openKylin community to build a new desktop operating system.
9. The construction of the first hydrogen production project of the three Gorges Group starts, and it is expected that the power plants will be connected to the grid and hydrogen energy output will be realized by the end of this year.
10. Xugong Machinery absorption and Xugong Co., Ltd. completed the overall listing. “New Xugong” ushered in an important milestone in “climbing Mount Qomolangma”.
Government affairs bulletin
1. The General Administration of Market Supervision released the sampling inspection of food safety supervision in the first half of the year: the unqualified rate was 2.51%, up 0.17 percentage points from the same period last year.
2. The Ministry of Industry and Information Technology and other five departments jointly issued an action plan to speed up the development of green and low-carbon innovation in power equipment.
3. The National Health Commission and other three departments have issued the measures for the Administration of Network Security in Medical and Health institutions
4. The National Development and Reform Commission and other departments have issued a number of policies and measures to support the Relief of Endowment and Care Services.
5. Six departments, including the Ministry of Transport, issued the implementation Plan for expanding Investment, stabilizing Employment and better serving Rural Revitalization of Rural roads.
6. Shanghai issued guidance to strengthen the stability of construction enterprises, and further care for the group of construction workers.
7. Guangzhou Huangpu creates a customized examination and approval service system to promote enterprises to run out of “Whampoa acceleration”.
8. Shanxi Province has issued the implementation plan of the key industrial chain and its long working mechanism.
9. Hunan: the target is that non-fossil energy accounts for about 22% of the total energy consumption by 2025.
10. the plan for the development of the cause of the elderly and the pension service system in Yunnan Province during the 14th five-year Plan has been issued, and nine expected development indicators have been determined.
Science and technology communication
1. Zhongxin Wafer Wafer Board IPO application has been accepted by the Shanghai Stock Exchange and intends to raise 5.47 billion yuan.
2. Vicino launched the industry’s first “flexible AMOLED pocket curl curtain”, which can be used as a peripheral display.
3. China Mobile NZONE 50 Pro phone is officially released: equipped with Tianji 7005G chip, the price starts from 1799 yuan
4. China Mobile works with ZTE and partners to complete the outfield verification of the world’s first operator 5G NTN technology.
5. Shanghai Unicom has completed the country’s first commercial deployment of 5G if 4T4R, exploring the best quality network under co-construction and sharing.
Entertainment and film tour
1. In 2022, the total box office (including pre-sale) exceeded 9 billion, and “alone Moon” firmly ranked first.
2. The State Administration of Radio and Television has identified 10 online cartoons as key support projects in 2022.
3. NetEase Yun Music and long Tao Entertainment reached a copyright cooperation agreement, and the content of the platform was enriched again.
4. As the agency agreement is about to expire, Tencent “Adventure Island 2” announced that it will stop service on November 2.
5. Tourist network: the “three-body” game is under development and is expected to be available in 3-5 years.
Finance and finance
1. Tencent Tenpay: intelligent risk control system to crack down on illegal trade, sending risk reminders millions of times a day & nbsp
2. The scale of channel consignment business of China Life Asset Management Company has exceeded 10 billion yuan.
3. Agricultural Bank of China Life client “Trinity” Internet platform is officially released.
4. Societe Generale Shanghai Branch has benefited 747 science and technology start-ups in the past three years, with loans exceeding 40 billion.
5. guide the industry to pay attention to long-term sustainable returns, and the selection of the 19th China Fund Industry Taurus Award was announced.
Housing real estate
1. Midea’s home ownership: in the first half of the year, more than 30,000 houses were delivered for 66 projects in 38 cities.
2. Yuexiu Group works with China Railway to expand cooperation in real estate development, urban operation and other fields.
3. Country Garden Business and Travel Group signed Jinqiao City Plaza Project and Lambo Port Project.
4. Dayue City Light Asset has signed a contract with FTC Financial Center, which will build Shenyang Financial Center Dayue City.
5. China Resources won the bid for Wuhan Junshan New Town Shopping Center project, which is expected to be completed in August 2024.
Retail e-commerce
1. JD.com International Global buyers Project jointly launched the “International buyers Alliance” to fully protect consumers’ authentic overseas shopping experience.
2. Douyin e-commerce “mountain goods on the headlines” project to help farmers enter Yunnan, and set up a special area of “flavor Yunnan” to help Yunpin out of Yunnan.
3. Maotai ice cream shop will be opened in 7 cities, with total sales of nearly 140 million yuan.
4. Yuanqi Forest East China Regional headquarters was officially opened in Hefei, and Coke-flavored soda bubble water was released at the same time.
5. Unilever China’s first full-category production and marketing base is located in Conghua, Guangzhou, with an investment of 1.6 billion yuan.
Car travel
1. Zero running cars submit IPO applications for Hong Kong stocks, and the delivery volume reached 12000 units in July.
2. Enjoy the road to travel to start the “enjoy the road chauffeured car” online ride-hailing service in Nanning, Guangxi.
3. Changan Automobile launched a new intelligent brand “Zhuge Intelligence”, and the first prototype car, CD701, was unveiled.
4. Anhui Heli: plan to invest 1.04 billion yuan in the construction project of new energy intelligent industrial vehicle industrial park.
5. Honda and LG New Energy Officer Xuan jointly built a battery factory in the United States, with a total investment of 4.4 billion US dollars.
Education and training
1. University education: it is planned to invest 300 million yuan to set up a vocational education platform company to speed up the layout of vocational education, vocational training and other areas of education.
2. Genius: all non-compliant applications have been removed from the shelves and will continue to strengthen application security management.
3. The Ministry of Education issued some opinions on strengthening organized Scientific Research in Colleges and Universities to promote High-level self-reliance and self-improvement.
4. Guangxi Education Department and other nine departments issued the “Guangxi Zhuang Autonomous region’s 14th five-year Plan” Action Plan for the Development and Promotion of Preschool Education.
5. The high-level and balanced development of basic education in Xikechuangda Corridor of Hangzhou Publishing City (2022-2025) is planned to build 88 high-quality schools in 3 years.
Medical treatment and health
1. Haier Biology: the biosafety nucleic acid sampling scheme has been landed in many places in the first half of the year, with an income of nearly 100 million yuan.
2. Explore the new mode of diagnosis and treatment of traditional Chinese medicine, and establish a treatment center jointly with Ping an Health and China Resources Sanjiu.
3. Fosun Health and Weining Health launched a new generation of intelligent medical cloud platform, and Foshan Zen Medicine has been fully launched.
4. a new breakthrough in the integration of industry and medicine. Shanghai Medicine and Zhongshan Hospital signed a contract for the transformation of 21 series of patents.
5. Saili Medical has a broad market strategy. In the next city, the first regional intelligent medical industrial park will be located in Liangshan, Sichuan.
Tourist accommodation
1. “Ctrip 919” combined with Shengsi to push the island tour to nearly double the attention of the destination.
2. Welcome the new development of cruise tourism in the post-epidemic era, and Miracle Travel has become a special partner of MSC2024 year.
3. Great Wall Life released the Great Wall culture theme script game to help promote the integrated development of culture and tourism in the Great Wall scenic spot.
4. Guangzhou’s first Frisbee theme park will be completed and opened in September, with a total area of more than 20,000 square meters.
5. Sichuan released the list of the first batch of provincial civilized tourism demonstration units, a total of 17 units were selected.
Block chain
1. Tencent classroom participated in Guangdong “skills plus” carnival to issue certificates for the first batch of new professional talents of block chain in Guangdong.
2. UnionPay launched the digital RMB medical payment function in Tianjin.
3. Suzhou Bank realizes digital RMB medical settlement payment in 15 medical institutions.
4. Yuanyu Technology cooperates with Goodsgoo Studio, a subsidiary of Fuchuang Culture, to create a new operating ecology of meta-cosmic IP content.
5. Beijing Deputy Center will build a meta-universe theme park, with more than 30 application scenarios planned for three years.
International perspective
1. India’s Adani Group plans to build a 1000 MW data center within 10 years.
2. South Korea exported more than 50,000 new energy vehicles a month for the first time, and the export volume in the first seven months reached a record high in the same period of the previous year.
3. Japan plans to train 30,000 battery talents by 2030 to strengthen its industrial competitiveness.
4. France plans to introduce an electric car rental subsidy policy, which can be rented for as little as 100 euros per month.
5. Singapore adjusts its visa regulations to attract talents and will provide long-term work visas to foreigners with a monthly salary of S $30,000
Financing acquisition
1. Cross-border e-commerce SaaS service provider “Jiga” completed 132 million yuan of A + round financing, led by Fosun Ruizheng and Huanshi Logistics, eGarden Ventures, Yunshi Capital and Yunqi Capital exceeded the investment, Zhonglin Capital and Light Source Capital continued to increase.
2. Mai Sike, a microwave and millimeter wave chip developer, has completed a new round of financing of nearly 100 million yuan, led by Fosun Capital and Core Microelectronics, followed by dynamic balance Capital, shares of the old shareholder ITU, Nanjing Economic Development Fund, and industrial capital.
3. Household energy storage and energy management service provider “Xinjiang Science and Technology” completed tens of millions of yuan A round financing, exclusive investment by Fenghe Capital, and potential Capital served as exclusive financial adviser.
4. Shiyou Technology, a provider of meta-cosmic virtual technology, has completed the second round of financing of more than 100 million yuan of APlus. The investors are listed company Jiecheng shares, Tiandi online, as well as two other companies and Yuan Universe Fund No. 2.
5. Tuoyuan Wisdom, a virtual digital Homo sapiens technology provider, completed the Pre-A round financing, led by Yinxinggu Capital, followed by veteran shareholders Zhuoyuan Capital and Hanren Investment.
6. Huazhong Keyi, an overall solution provider in the field of chromatography, completed 100 million yuan angel round financing, led by Boyuan Capital, Chende Capital and CIC, and Changhai Capital served as the exclusive financial adviser.
7. Yuansheng Technology, a manufacturer of intelligent rehabilitation care and medical hardware, received millions of yuan in seed round financing, led by Qinghe Capital, Silver Venture Capital, Lin run Venture Capital & Qingrong Venture Capital.
8. Pulse Medical, a manufacturer of cardiovascular interventional medical devices, completed round C financing, which was jointly invested by Lai Capital and Yuecai Biopharmaceutical Fund, and Xingyuan served as an exclusive financial adviser.
9. Sustainable lifestyle brand “KOKOLU” completes multimillion-dollar Pre-A round financing
10. Construction labor integrated service platform “lucky engineer” has completed tens of millions of yuan of B + round financing.
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