互联网早报 – 8月31日 星期三 – 爱奇艺连续两季度运营盈利,华为家庭存储官宣9月6日发布,马斯克正式通知终止收购推特
今日看点
✦ 阿里云全面开放飞天智算平台,正式启动两座超大规模智算中心
✦ 爱奇艺发布Q2财报:连续两个季度运营盈利,会员同比增收7%
✦ 百度:小度智能硬件设备渗透超30%全国学龄儿童
✦ 华为家庭存储官宣9月6日发布,首款搭载HarmonyOS的家庭数据中心
✦ OPPO推出智慧跨端系统潘塔纳尔,可实现多设备和服务协同
✦ 理想L9正式开启用户交付:为家庭打造的全球智能旗舰SUV
✦ 麦德龙中国否认将退出中国市场,预计今年开出4家会员店
✦ AMD正式发布锐龙7000系列处理器:四款首发,9月27日开售
国内要闻
1、百度发布2022年Q2财报:营收296.47亿元,Non-GAAP净利润55.41亿元,核心研发投入超20%
2、爱奇艺发布2022年Q2财报:连续两个季度运营盈利,会员同比增收7%
3、阿里云推出全栈智能计算解决方案“飞天智算平台”,正式启动张北、乌兰察布两座超大规模智算中心
4、华为家庭存储官宣9月6日发布,首款搭载HarmonyOS的家庭数据中心
5、OPPO推出智慧跨端系统潘塔纳尔,可实现多设备和服务协同
6、京东科技举办“一起益企”专场活动,切实推动中小企业数字化转型
7、老板电器发布数字厨电品牌ROKI,推出全球首个AI烹饪助理“ROKI先生”
8、海康威视与鞍信签订战略合作协议,共同推进钢铁企业数智化转型
9、中国石化全国首座社区超级充电站在福建龙岩建成投用,集加油、充电、光伏、休憩等为一体
10、我国首颗太阳探测科学技术试验卫星“羲和号”成果正式发布,共创下5个国际首次
政务快讯
1、工信部将大力推动中小企业数字化转型,计划培育4000-6000家样板企业
2、农业农村部等七部门印发通知,加强农村公共厕所建设和管理
3、自然资源部发布《关于促进智能网联汽车发展维护测绘地理信息安全的通知》
4、商务部:第二十二届中国国际投资贸易洽谈会将于9月8日至11日在福建厦门举行
5、国家药监局:9月1日起开展为期3个月规范装饰性彩色隐形眼镜生产经营行为专项行动
6、北京市商务局印发《关于加快引导时尚类零售企业在京发展的指导意见(2022-2025年)》
7、安徽认定首批4个省级冷链物流基地和15个省级冷链集配中心
8、甘肃成立电商龙头企业联盟,电商已带动当地就业约80万人
9、聚焦聚力打造跨境消费新场景,“自贸烟台跨境全球购”正式启用
10、我国首条跨海高铁全线铺轨贯通:设计时速350公里,福州、厦门将实现“1小时生活圈”
科技通信
1、中国联通携手中兴通讯完成业界首个单AAU通感算控一体化验证测试
2、中移物联与湖北移动联手打造“5G+智慧工业园区项目”,助力传统制造数字升级
3、博世科与中国电信南宁分公司创立广西5G+智慧环保联合创新实验室
4、利尔达携手紫光展锐重磅发布5G R16模组,领跑5G To B新纪元
5、台积总裁电魏哲家:3纳米工艺即将量产,2纳米工艺预计2025年量产
文娱影游
1、2022联盟嘉年华暨英雄联盟11周年庆典9月1日-4日举行:周杰伦参加,陈奕迅演唱《孤勇者》
2、电竞《永劫无间》职业联赛落户上海临港,将助力新片区文旅多元融合发展
3、巨人网络上半年扣非净利润5.91亿,原始征途定档9月21日公测
4、Vfine与美国5050 Music、意大利Anthony Lazaro达成音乐版权合作
5、任天堂手游《失落的龙约》宣布11月30日正式停服,主线剧情已完结
金融财经
1、
2、中国信登:2022年上半年资金信托投资者突破130万人,总体呈平稳增长
3、神州信息发布2022年半年报:金融科技签约净额17.8亿元
4、小米消费金融上半年净亏损9320万元,已承接小米分期、随星借业务
5、马上消费2022年上半年实现营收净利双增,资产总额达641.65亿元
住房地产
1、万科:上半年净利润122亿元,实现11.5万套住宅平稳交付
2、保利发展与申通地铁签约合作,入局上海元江路TOD项目
3、中南建设:与华融资产以及江苏资产AMC融资正在推进
4、碧桂园文商旅签约即墨奥润项目,“碧乐时光”首进山东落子青岛
5、金隅集团拟发行基础设施公募REITs,募集规模约17亿元
零售电商
1、苏宁易购上半年营收372亿元,线下家电3C家居生活专业店实现经营利润盈利
2、麦德龙中国否认将退出中国市场,预计今年开出4家会员店
3、海底捞:上半年净亏损2.66亿元,净减少门店162家
4、呷哺呷哺:下半年将加速扩张,计划新增门店100家
5、抖音电商超级品牌日联合中国邮政,跨界推出“邮物中国”超品溯源计划
汽车出行
1、理想汽车:为家庭打造的全球智能旗舰SUV理想L9正式开启用户交付
2、零跑C01将于9月28日正式上市:定位中大型纯电轿车,预售18万元起
3、途虎养车在港交所更新招股书,2021年全年收入达117亿元
4、法拉第未来称量产所需所有设备已就位,FF 91电动汽车四季度开始交付
5、电动汽车公司Lucid申请融资80亿美元:供应链问题已影响生产
教育培训
1、教育部公开曝光第十批7起违反教师职业行为十项准则典型案例
2、百度:小度智能硬件设备渗透超30%全国学龄儿童
3、中公教育:3月以来数百个直营分支机构先后阶段性停课
4、学大教育2022上半年营收10.57亿元,已开展20余个合作办学项目
5、Etonkids伊顿国际教育更名为伊顿善育集团,业务延伸至家庭育儿、托育、职教
医疗健康
1、复星医药:子公司拟投资不超过10亿元建设创新疫苗总部及产业化基地项目
2、华海药业:定增募资不超15.6亿元,用于抗病毒等特色原料药多功能生产平台
3、华兰生物医药研发及智能化生产基地已开工建设,投产后将助公司跨越式发展
4、迈瑞医疗已设立海外供应链和生产制造部门,为海外本地化生产提前作准备
5、康泰生物与菲律宾合作商签订销售协议,13价肺炎疫苗将首次进入东南亚市场
旅游民宿
1、百余个展览、演出将登陆,上海首个城市级艺术季即将启幕
2、澳门旅行正当潮,澳门旅游局携手去哪儿及其他电商平台共启大篷车巡回路展活动
3、派拉蒙影业与印尼Kios签约,将在巴厘岛建设东南亚最大主题乐园
4、日本旅行社巨头HIS将主题公园“豪斯登堡”售予太盟投资集团
5、爱彼迎首次推出环球特色榜:多维度甄选全球各地特色千套房源,覆盖十大热门境外旅行目的地
区块链
1、区块链支付场景下,国内首笔数字人民币穿透支付在雄安新区成功落地
2、兴业银行数字人民币钱包正式上线
3、数字虚拟人成高管,网龙旗下公司任命国内首位虚拟人CEO
4、摩登天空发布首款基于草莓音乐节IP打造的数字藏品“草莓音乐节数字藏品盲盒”
5、杰威尔音乐推出周杰伦音乐元宇宙,包含未发表隐藏DEMO曲目《纽约地铁》
国际视角
1、马斯克正式通知终止收购Twitter,Twitter回应“这是无效且错误的”并坚持完成交易
2、AMD正式发布锐龙7000系列处理器:四款首发,9月27日开售
3、高通iPhone基带芯片反垄断案最新进展:欧盟放弃10亿欧元罚款
4、YouTube首席商务官Robert Kyncl离职,谷歌全球客户解决方案总裁将接任
5、日本著名实业家稻盛和夫去世,全球唯一曾创立两家世界500强企业的人
融资收购
1、云原生数据管理和灾备服务商「骥步科技」完成超千万元级天使轮融资,由金沙江创投领投,上海创业接力跟投
2、大数据应用服务商「北京资采」获得数千万元B轮融资,由六脉资本、渤海创富联合投资,青桐资本担任独家财务顾问
3、商用车自动驾驶公司「卡睿智行Corage」完成数千万元天使轮融资,投资方为辰韬资本、丰元资本和日本PKSHA SPARX Algorithm基金
4、甲醇燃料电池研发生产商「素水科技」完成数千万元天使+轮融资,由元航资本领投,溪山天使跟投
5、纳米导电材料研发商「善柔科技」获得数千万元A轮融资,由辰峰资本独家投资
6、人工合成晶体材料研发生产商「博雅新材」完成逾4亿元D轮融资,由福建创投领投,长江证券、川发展、深投控、苍海资本跟投
7、能源发电服务商「龙能电力」完成逾4.3亿元Pre-IPO轮增资,由老股东金研资管、卧龙电驱、牧原实业、绍兴国改创新等机构以及个人联合投资
8、基于声音的女性社区「With」获得千万元级Pre-A轮融资,投资方为侨福国际联席主席黃侨福Alex
9、居家养老服务提供商「小羊养老」获得数百万元种子轮融资,由个人投资者投资
10、AI药物发现平台「耀速科技」完成千万美元级天使轮融资,由君联资本、真格基金与雅亿资本共同投资
11、智能测听验配助听器研发商「智听科技」完成数千万元Pre-A+轮融资,投资方为道彤投资、金鼎资本,华芯资本担任长期独家财务顾问
12、数字靶点研发企业「Luca Healthcare」完成数千万元Pre-A轮融资,由光速中国领投,金鼎资本和Picus Capital跟投
13、数字医疗产业服务商「桃子健康」完成数千万元C轮融资,由和达资本领投
14、新型纳米抗体药物研发商「班科生物」完成超千万元天使轮融资,由东湖投资领投,百赢投资跟投
15、婴儿智慧矫形头盔研发生产商「云量几何」获得数千万元新一轮融资,由壹叁资本、绿洲资本等知名机构投资
Today’s highlights
Ali Yun has fully opened the Flying Intelligence platform and officially launched two super-large-scale intelligence centers.
Iqiyi released Q2 financial results: for two consecutive quarters of operating profit, members increased by 7% year-on-year.
Baidu: small intelligent hardware devices infiltrate more than 30% of school-age children across the country.
Huawei’s home storage officer announced on September 6th that the first home data center equipped with HarmonyOS
Smart OPPO launches Pantanal, an intelligent cross-end system that enables multi-device and service collaboration.
Ideal L9 officially launches user delivery: global intelligent flagship SUV for families
Metro China denies that it will withdraw from the Chinese market and is expected to open four member stores this year.
Sharp AMD officially launches Sharon 7000 series processors: four models will go on sale on September 27th
Important domestic news
1. Baidu released its 2022 Q2 results: revenue of 29.647 billion yuan, Non-GAAP net profit of 5.541 billion yuan, core R & D investment of more than 20%.
2. Iqiyi released Q2 financial report for 2022: operating profit for two consecutive quarters, and member income increased by 7% over the same period last year.
3. Ali Yun launched the full-stack intelligent computing solution, “Flying Intelligence platform”, and officially launched two super-large-scale intelligence centers, Zhangbei and Wulanchabu.
4. Huawei Home Storage Officer Xuan announced on September 6th that the first home data center equipped with HarmonyOS
5. OPPO launches Pantanal, an intelligent cross-end system, which can realize the coordination of multiple devices and services.
6. JD.com Science and Technology held a special event of “benefit Enterprises together” to promote the digital transformation of small and medium-sized enterprises.
7. Boss Electric Appliances released the digital kitchen electricity brand ROKI, launching the world’s first AI cooking assistant “Mr. ROKI”.
8. Haikang Weiwei and Anxin signed a strategic cooperation agreement to jointly promote the digital intelligence transformation of iron and steel enterprises.
9. Sinopec’s first community super charging station was built and put into operation in Longyan, Fujian Province, which integrates refueling, charging, photovoltaic, rest and so on.
10. The results of Xihe, China’s first solar exploration science and technology test satellite, have been officially released, setting a total of five international first times.
Government affairs bulletin
1. The Ministry of Industry and Information Technology will vigorously promote the digital transformation of small and medium-sized enterprises and plan to cultivate 4000-6000 model enterprises.
2. Seven departments, including the Ministry of Agriculture and villages, have issued notices to strengthen the construction and management of public toilets in rural areas.
3. The Ministry of Natural Resources issued the Circular on promoting the Development and maintenance of surveying and Mapping Geographic Information Security of Intelligent Network.
Ministry of Commerce: the 22nd China International Fair for Investment and Trade will be held in Xiamen, Fujian Province from September 8 to 11.
5. The State Drug Administration: a special campaign to standardize the production and management of decorative color contact lenses will be launched for a period of 3 months from September 1.
6. Beijing Municipal Bureau of Commerce issued the guidance on speeding up and guiding the Development of Fashion Retail Enterprises in Beijing (2022-2025).
7. Anhui identified the first 4 provincial cold chain logistics bases and 15 provincial cold chain distribution centers.
8. Gansu has set up an alliance of leading e-commerce enterprises, and e-commerce has led to about 800000 local jobs.
9. Focus to create a new scene of cross-border consumption, and “Free Trade Yantai Cross-Border Global purchase” was officially launched.
10. China’s first cross-sea high-speed railway will be completed at a design speed of 350 kilometers per hour, and Fuzhou and Xiamen will achieve an “one-hour life circle”.
Science and technology communication
1. China Unicom and ZTE have completed the industry’s first single AAU synaesthesia integrated computer and control verification test.
2. China Mobile and Hubei Mobile jointly create the “5G + Intelligent Industrial Park Project” to help traditional manufacturing digital upgrade.
3. Bosch and China Telecom Nanning Branch established Guangxi 5G + Intelligent Environmental Protection Joint Innovation Laboratory.
4. Lilda joined hands with Ziguang Zhanrui to release 5G R16 module, leading the new era of 5G To B.
5. TSMC President Wei Zhijia: 3 nanometer process is about to be mass produced, and 2 nanometer process is expected to be mass produced in 2025.
Entertainment and film tour
1. 2022 Union Carnival and League of Legends 11th Anniversary Celebration held September 1-4: Jay Chou participated and Eason Chan sang “the Lone Brave”.
2. E-sports ‘s “forever robbing forever” professional league has settled in Shanghai Lingang, which will promote the diversified and integrated development of culture and tourism in the new area.
3. Giant Network deducts 591 million of its non-net profit in the first half of the year, and the original journey is scheduled for public test on September 21.
4. Vfine has reached a music copyright cooperation with 5050 Music of the United States and Anthony Lazaro of Italy.
5. Nintendo mobile game “the lost Dragon” announced the formal suspension of service on November 30, and the main plot has come to an end.
Finance and finance
1 、
2. China Xindeng: the number of fund trust investors exceeded 1.3 million in the first half of 2022, with an overall steady growth.
3. China Information release semi-annual report 2022: the net amount of financial technology contracts is 1.78 billion yuan.
4. Xiaomi Consumer Finance has a net loss of 93.2 million yuan in the first half of the year and has undertaken Xiaomi’s phased and star-dependent borrowing business.
5. Immediate consumption achieved a double increase in revenue and net profit in the first half of 2022, with total assets reaching 64.165 billion yuan.
Housing real estate
1. Vanke: the net profit in the first half of the year is 12.2 billion yuan, realizing the smooth delivery of 115000 residential units.
2. Poly Development has signed a contract with Shentong Metro to join the TOD project of Shanghai Yuanjiang Road.
3. South-Central Construction: AMC financing with Huarong assets and Jiangsu assets is being promoted.
4. Country Garden Business Travel signed the Moorun project, and “Bile time” entered Luozi Qingdao, Shandong Province for the first time.
5. Jinyu Group plans to issue infrastructure REITs, which will raise about 1.7 billion yuan.
Retail e-commerce
1. SUNING had a revenue of 37.2 billion yuan in the first half of the year, and the 3C home life professional store of offline household appliances made a profit from its operation.
2. Metro China denies that it will withdraw from the Chinese market and is expected to open four member stores this year.
3. Haidilao: a net loss of 266 million yuan in the first half of the year, with a net reduction of 162stores
4. Breast-feeding: the expansion will be accelerated in the second half of the year, with 100 new stores planned.
5. Douyin e-commerce super brand day jointly with China Post to launch the “Postal goods China” super product traceability program across the border.
Car travel
1. Ideal car: the global intelligent flagship SUV ideal L9 for families officially opens user delivery.
2. Zero run C01 will be officially launched on September 28th: positioning medium and large pure electric cars, with a pre-sale of 180000 yuan.
3. Tuhu car maintenance updated the prospectus on the Hong Kong Stock Exchange, with an annual income of 11.7 billion yuan in 2021.
4. Faraday said in the future that all the equipment needed for mass production is in place, and the delivery of FF 91 electric vehicles will begin in the fourth quarter.
5. Electric vehicle company Lucid applies for financing of US $8 billion: supply chain problems have affected production
Education and training
1. The Ministry of Education has publicly exposed the tenth batch of seven typical cases of violating the ten norms of teachers’ professional conduct.
2. Baidu: small intelligent hardware devices infiltrate more than 30% of school-age children across the country.
3. Secondary and public education: hundreds of directly operated branches have suspended classes in stages since March.
4. University Education has a revenue of 1.057 billion yuan in the first half of 2022 and has launched more than 20 cooperative school-running projects.
5. Etonkids Eaton International Education has changed its name to Eaton Charitable Education Group, and its business extends to family child care, child care and vocational education.
Medical treatment and health
1. Fosun Pharmaceutical: the subsidiary plans to invest no more than 1 billion yuan to build innovative vaccine headquarters and industrialization base project.
2. Huahai Pharmaceutical Co., Ltd.: it will raise no more than 1.56 billion yuan to be used in the multi-functional production platform of antiviral and other characteristic API.
3. Hualan biomedical research and development and intelligent production base has started construction, which will help the company develop by leaps and bounds after it is put into production.
4. Mindray Medical has set up overseas supply chain and manufacturing departments to prepare in advance for overseas localized production.
5. Kangtai Biological signed a sales agreement with Philippine partners, and 13-valent pneumonia vaccine will enter the Southeast Asian market for the first time.
Tourist accommodation
1. More than 100 exhibitions and performances will be launched, and the first city-level art season in Shanghai is about to begin.
2. Macau travel is in vogue. Macau tourist Office joined hands with Qunar and other e-commerce platforms to launch a caravan road exhibition.
Paramount Pictures has signed a contract with Indonesia’s Kios to build the largest theme park in Southeast Asia in Bali.
4. Japanese travel giant HIS sold the theme park Haustenberg to Pacific Alliance Investment Group.
5. Airbnb launched the global feature list for the first time: multi-dimensional selection of thousands of houses around the world, covering the top ten popular overseas travel destinations
Block chain
1. In the blockchain payment scenario, the first domestic digital RMB penetration payment was successfully landed in Xiongan New area.
2. Societe Generale Bank Digital RMB Wallet officially launched
3. Digital virtual human becomes an executive, and Netlong’s company appoints the first virtual human CEO in China.
4. Modern Sky released the first strawberry music festival digital collection “Strawberry Music Festival Digital Blind Box” based on IP.
5. Jewell Music launches Jay Chou’s music meta-universe, including the unpublished hidden DEMO track “New York Metro”.
International perspective
1. Musk formally notified the termination of the acquisition and Twitter,Twitter responded that “this is invalid and wrong” and insisted on completing the transaction.
2. AMD officially launched Ruilong 7000 series processors: four models will be launched on September 27th.
3. The latest development of Qualcomm’s iPhone baseband chip antitrust case: EU waives a fine of 1 billion euros.
4. Robert Kyncl, chief business officer of YouTube, leaves, and the president of Google’s global customer solutions will take over.
5. Kazuo Inamori, a famous Japanese industrialist, died, the only person in the world who ever founded two Fortune 500 companies.
Financing acquisition
1. Cloud native data management and disaster preparedness service provider “Jipu Technology” has completed more than 10 million yuan of angel round financing, led by Jinshajiang Venture Capital, and followed by Shanghai Venture Relay Investment.
2. Big data’s application service provider Beijing Zizai received tens of millions of yuan in round B financing, which was jointly invested by Liumai Capital and Bohai Wealth creation, and Qingtong Capital served as the exclusive financial adviser.
3. Commercial vehicle self-driving company “Carrui Zhihang Corage” has completed tens of millions of yuan angel round financing. The investors are Chen Tao Capital, Fengyuan Capital and Japanese PKSHA SPARX Algorithm Fund.
4. Methanol fuel cell R & D manufacturer “Sushui Technology” has completed tens of millions of yuan of angel + round financing, led by Yuanhang Capital and followed by Xishan Angel.
5. Shanrou Technology, a developer of nano-conductive materials, received tens of millions of yuan in round A financing, which was invested exclusively by Chenfeng Capital.
6. “Boya New Materials”, a R & D manufacturer of synthetic crystal materials, has completed more than 400 million yuan of financing by D-round, led by Fujian Venture Capital, Changjiang Securities, Sichuan Development, Shenzhen Investment Control, and Canghai Capital.
7. Longneng Electric Power, an energy power generation service provider, has completed a round of capital increase of more than 430 million yuan in Pre-IPO, jointly invested by the old shareholder Jinyan Capital Management, Wolong Electric Drive, Muyuan Industry, Shaoxing State Reform and Innovation, and other institutions and individuals.
8. The voice-based female community “With” has received 10 million yuan in Pre-A round financing, and the investor is Qiaofu Alex, co-chairman of Qiaofu International.
9. Lamb Endowment, a home-based pension service provider, has received millions of yuan in seed round financing, which is invested by individual investors.
10. AI drug discovery platform Yaosui Technology has completed a multi-million dollar angel round financing, which is jointly invested by Junlian Capital, ZhenFund and Yayi Capital.
11. Intelligent hearing test and hearing aid developer “Smart hearing Technology” has completed tens of millions of yuan Pre-A+ round financing. The investors are Daotong Investment and Jinding Capital, and Huaxin Capital serves as the exclusive financial adviser for a long time.
12. Luca Healthcare, a digital target research and development company, has completed tens of millions of yuan Pre-A round financing, led by the Speed of Light China, followed by Jinding Capital and Picus Capital.
13. Peach Health, a service provider in the digital medical industry, has completed tens of millions of yuan in round C financing, led by Hoda Capital.
14. Banke Biology, a developer of new nano-antibody drugs, has completed more than 10 million yuan in angel round financing, led by Donghu Investment and followed by Baiwin Investment.
15. Cloud Geometry, a R & D manufacturer of infant intelligent orthopedic helmets, has received tens of millions of yuan in new financing, invested by well-known institutions such as 13 Capital and Oasis Capital.