今日看点
✦ CNNIC：我国网民规模为10.51亿，互联网普及率达74.4%
✦ 百度智能云Q2营收同比大增31%，连续六次拿到AI公有云服务市场份额第一
✦ 淘宝推出青少年网购保护功能，实现分层保护机制
✦ 京东将开展首届“京东农特产购物节”，发放上亿元“助农券”
✦ 顺丰全面布局预制菜行业，推出预制菜行业供应链解决方案
✦ 东方甄选与顺丰物流、京东物流达成合作，计划建立20个自营产品仓库
✦ 飞猪上线拼单玩法加码国庆出游市场，覆盖酒店及线路游
✦ 胡润百富发布《2022年中全球独角兽榜》，抖音蝉联全球价值最高独角兽宝座
国内要闻
1、中国互联网络信息中心：我国网民规模为10.51亿，互联网普及率达74.4%
2、腾讯2022年“99公益日”正式启动，首次推出“一花一梦想”新功能
3、淘宝推出青少年网购保护功能，实现“不主动推荐、搜索不可见、可见不可买”等分层保护机制
4、百度智能云Q2营收同比大增31%，连续六次拿到AI公有云服务市场份额第一
5、京东物流前CEO王振辉将担任协鑫能科CEO，负责移动能源业务
6、顺丰全面布局预制菜行业，推出预制菜行业供应链解决方案
7、东方甄选宣布引入顺丰物流、京东物流两大合作伙伴，计划建立20个自营产品仓库
8、联想控股上半年权益持有人应占净利润21.31亿元，产业运营板块营收净利双双逆势增长
9、聚焦“小份餐”，中国农业科学院与饿了么启动“可持续食物联合实验室”研究计划
10、胡润百富发布《2022年中全球独角兽榜》：中国独角兽企业达312家，抖音蝉联全球价值最高独角兽宝座
政务快讯
1、2022年铁路暑运收官，全国铁路累计发送旅客4.4亿人次、货物6.5亿吨
2、2022年中国国际服务贸易交易会正式开幕，超400家世界500强及国际龙头企业相聚北京
3、工信部：上半年我国信息消费规模3.24万亿元，同比增长6%
4、国家互联网信息办公室发布《数据出境安全评估申报指南（第一版）》
5、国家税务总局：前7个月新能源汽车免征车辆购置税406.8亿元，同比增长108.5%
6、生态环境部等12部门联合印发《黄河生态保护治理攻坚战行动方案》
7、水利部、国家发改委、财政部联合印发《关于推进用水权改革的指导意见》
8、北京市10家交通安全隐患突出快递外卖即时配送企业被主管部门集中约谈
9、上海市重点产业领域人才专项奖励政策发布，个人最高奖励50万
10、长沙将建国内首个智能网联汽车创新应用示范区：测试道路里程最长、区域最大
科技通信
1、TCL华星苏州高端显示模组三期项目主厂房成功封顶，总投资共27.5亿元
2、龙芯中科确认下代CPU 3A6000研发进展顺利，单核性能达到主流产品水平
3、中国移动研究院数字中频核心算法在极芯通讯芯片上完成集成性能测试
4、广和通5G R16模组FM160-NA连续获得北美主流运营商AT&T和T-Mobile认证
5、IDC：realme、传音、小米、三星、vivo占据菲律宾Q2智能手机市场前五
文娱影游
1、2022年暑期档收官：总票房超91亿元，《独行月球》《人生大事》《侏罗纪世界3》位列前三
2、央视2022年中秋晚会录制完成，首次采用三维声制作播出
3、《英雄联盟》开发商拳头游戏：中国研发中心正式升级为研发工作室群
4、腾讯、索尼入股《艾尔登法环》开发商From Software，成其第二、第三大股东
5、Meta宣布旗下Facebook Gaming游戏直播App将于10月28日起停止运营
金融财经
1、360数科举办第二届技术开放日，展示金融科技业务全环节运营成果
2、上半年五大上市险企归母净利1220亿元，同比降逾15%
3、51家公募上半年合计实现净利逾160亿元，6家跻身“10亿元俱乐部”
4、中基协：截至7月底公募基金资产净值合计27.06万亿元，再创历史新高
5、中证协：证券行业服务境内上市公司实现IPO和再融资募资超过1.49万亿元
住房地产
1、碧桂园总裁：公司权益可售资源约1.22万亿元，上半年公司三四线销售占比升至69%
2、富力地产与招商蛇口签署战略合作协议，涉华南区域城市更新等
3、世茂集团以约33亿元向华润置地附属公司出售四家房地产项目公司的股权
4、建发集团与中国银行签署战略合作协议，获1000亿本外币授信融资额度
5、阳光城：已到期未支付债务合计达357.66亿元，正在积极筹措资金
零售电商
1、京东零售CEO辛利军：9月7日起开展首届“京东农特产购物节”，将发放上亿元“助农券”
2、苏宁易购零售云上半年新开1111家店面，总量达到9749家
3、奈雪的茶上半年经调整净亏损2.49亿元，门店经营利润同比下降49.2%
4、麦当劳旗下麦咖啡计划2023年新增约1000家店，大部分下沉到三线城市
5、国美与索尼深化未来战略合作，新模式店助力双方互利共赢
汽车出行
1、特斯拉：北京第100座超级充电站正式落成
2、斯巴鲁中国回应解散传闻：纯属子虚乌有，将继续开拓中国市场
3、赛力斯问界第二款车型完成首批交付，新车型搭载宁德时代麒麟电池
4、长城汽车旗下坦克300车型宣布涨价，最高上调3000元
5、国家“专精特新”小巨人捷翼汽车签约甄云，携手推动采购数字化升级
教育培训
1、教育部于2022年秋季学期全面启动部属高校县中托管帮扶项目
2、市场监管总局等四部门要求压实“两个责任”，有序推进秋季学校食品安全工作
3、上海推出《家庭教育指导手册》丛书，为家庭教育提供秘籍
4、新东方进一步购回债券，已购回本金总额约为2.56亿美元
5、知乎Q2营收8.36亿元，职业教育收入同比增长600.5%
医疗健康
1、微创电生理正式登陆科创板：上市首日破发跌20.35%，总市值61.88亿元
2、华大智造开启申购，基因测序仪业务板块处于全球领先地位
3、华熙生物：全球首座合成生物科学馆开馆，多款胶原蛋白产品发布
4、昌平生命谷国际精准医学产业园工程启动，预计2024年底、2025年初投入使用
5、鹏瑞利集团与上海壹博医院共建天津第一家以功能神经外科为特色的专科医院
旅游民宿
1、飞猪上线拼单玩法加码国庆出游市场，覆盖酒店及线路游
2、携程：订单量较端午大增137%，中秋有望成今年旅游复苏最好小长假
3、海昌海洋公园2022年中期亏损5.48亿元，目前共有6家主题乐园和1家在建公园
4、湖南统筹规划公路与园区景区一体开发，年内建成旅游路等4200公里
5、广东：持续开展“广东人游广东”活动，支持各地发展休闲农业、乡村旅游和民宿
区块链
1、2022世界人工智能大会元境星球正式上线，用户可在官网云平台兑换数字藏品
2、同程打车与薄盒合作宣发“周杰伦限定珍藏DEMO空间”数字藏品
3、IDC：2021年中国企业级区块链服务器市场规模达3.9亿美元，同比增长38.3%
4、虚拟形象技术公司Genies推出时尚产品NFT市场The Warehouse
5、Meta Media宣布入驻Decentraland，将打造Meta Art Base元宇宙艺术基地
国际视角
1、软银宣布愿景基金CEO辞去集团职务，孙正义负责愿景基金2期
2、消息称谷歌第三代Tensor处理器将由三星代工，采用3nm制程工艺
3、苹果Xcode Cloud订阅现已面向开发人员推出，每月49.99美元起
4、空客CFO将于2023年离职，赴任SAP财务总监
5、SpaceX再发射46颗“星链”卫星，累计已发射3208颗
融资收购
1、二手车流通服务平台「汽车街」完成数千万美金B轮融资，由华兴新经济基金投资
2、智慧停车平台「CTP停车」完成数千万元Pre-A轮融资，由老股东持续加持
3、连锁烘焙社区店「可斯贝莉Kissbaby」获得数千万元B轮融资，投资方为产业投资人，明越资本担任长期财务顾问
4、港式茶点品牌「御华麟」完成300万元天使轮首轮融资，投资方为树帜资本
5、营养抗衰生物科技品牌「森美SEIMEI」完成255万美金种子轮和天使轮融资，由嘉程资本和普曼资本联合领投，川至创投以及多位个人天使投资人跟投
6、微藻基产品研发生产商「德默特」完成近亿元Pre-A轮融资，由红杉远景碳中和基金、远景科技集团共同领投，老股东红杉中国种子基金继续加注，唯真资本担任独家财务顾问
7、机器视觉检测设备行业企业「康代智能」完成超2.5亿元战略融资，由鼎晖投资独家领投，公司管理层跟投
8、国产高端FPGA芯片设计公司「异格技术」完成2.86亿元天使轮融资，由红杉中国、经纬中国、红点中国、和利资本、光跃投资等多家知名机构联合投资
9、半导体前道量测设备研发商「优睿谱」完成数千万元Pre-A轮融资，由弘卓资本领投，银珠资本、南京信达诚惠以及合肥众余等跟投
10、纳米纤维隔膜研发商「柔创纳科」获得数千万元A轮融资，投资方包括复祺资本、中肃资本、海南兴渝基金，星涵资本担任长期财务顾问
11、逆变器生产商「恩易浦」获得数千万元A轮融资，由正赛联资本领投，苏州瑞氏泰来、协鑫再石资本跟投
12、光伏硅片研发商「高景太阳能」完成25.15亿元B轮融资，由华民投、中金资本、中信金石、海通开元、广东粤科、华登国际等知名投资机构共同投资
13、电化学储能数字资产管理服务商「新艾电气」完成数千万元Pre-A轮融资，由金鼎资本领投
14、NMP回收设备及导电剂提供商「盛禾能源」完成数千万元A轮融资，由金雨茂物资本独家投资
15、药房运营服务商「一块医药」完成数千万美元B+轮融资，由CBC康桥资本领投，老股东千骥资本和独秀资本跟投，探针资本担任独家财务顾问
16、重组抗体药物研发外包服务提供商「百英生物」完成近5亿元B轮融资，由基石资本、济峰资本、天汇资本、海通创投、江苏高投、朗姿韩亚、悦时资本、高榕资本、十月资本、西上海投资、彬复资本等共同完成，老股东复容投资和承树投资再次参与
17、自身免疫疾病创新药物研发商「启元生物」完成亿元A轮融资，由时节投资领投，泰鲲基金、临平国投、杭州金投产业基金跟投，行远致同担任独家财务顾问
Today’s highlights
CNNIC: the number of netizens in China is 1.051 billion, and the Internet penetration rate is 74.4%.
Baidu Intelligent Cloud Q2 revenue increased 31% compared with the same period last year, taking the first place in the market share of AI public cloud services for six times in a row.
Taobao launched the protection function of online shopping for teenagers to realize the layered protection mechanism.
JD.com will launch the first JD.com Agricultural Specialty Shopping Festival, handing out hundreds of millions of yuan of “vouchers to help farmers”.
Li Shun Feng comprehensively distributes the prefabricated food industry and launches the supply chain solution for the prefabricated food industry.
Dongfang selection has reached a cooperation with SF Logistics and JD.com Logistics and plans to set up 20 self-owned product warehouses.
Ji Fei Pig online single play adds to the National Day travel market, covering hotels and route tours
Hu Hurun released the Global Unicorn list in 2022, and Douyin ranked as the most valuable unicorn in the world.
Important domestic news
1. China Internet Network Information Center: the number of Internet users in China is 1.051 billion, and the Internet penetration rate is 74.4%.
2. Tencent officially launched “99 Public Welfare Day” in 2022, launching a new function of “one flower, one dream” for the first time.
3. Taobao launches the protection function of online shopping for teenagers, realizing hierarchical protection mechanisms such as “no active recommendation, invisible search, visible and non-buying”.
4. Baidu Intelligent Cloud Q2 revenue increased by 31% compared with the same period last year, winning the first market share of AI public cloud services for six times in a row.
5. Wang Zhenhui, former CEO of JD.com Logistics, will serve as CEO of Xiexineng Branch, in charge of mobile energy business.
6. Shunfeng comprehensively distributes the prefabricated food industry and launches the supply chain solution of the prefabricated vegetable industry.
7. Oriental selection announced the introduction of two major partners, SF Logistics and JD.com Logistics, and plans to build 20 self-owned product warehouses.
8. The net profit attributable to the equity holders of Lenovo Holdings in the first half of the year was 2.131 billion yuan, while the revenue and net profit of the industrial operation sector both bucked the trend.
9. Focusing on “small meals”, the Chinese Academy of Agricultural Sciences and ele.me launched the “Sustainable Food Joint Laboratory” research project.
10. Hurun released the Global Unicorn list in 2022: the number of Chinese unicorns reached 312, and Douyin ranked as the world’s most valuable unicorn.
政务快讯
1. At the end of the railway summer transportation in 2022, the country’s railways sent a total of 440 million passengers and 650 million tons of goods.
2. The China International Trade in Services Fair officially opened in 2022, with more than 400 of the world’s top 500 and international leading enterprises gathering in Beijing.
3. Ministry of Industry and Information Technology: China’s information consumption in the first half of the year was 3.24 trillion yuan, an increase of 6% over the same period last year.
4. The State Internet Information Office issued the data exit Security Assessment Declaration Guide (first edition).
5. State Administration of Taxation: new energy vehicles were exempted from vehicle purchase tax of 40.68 billion yuan in the first seven months, an increase of 108.5% over the same period last year.
6. 12 departments, including the Ministry of Ecology and Environment, jointly issued the Action Plan for Ecological Protection and Control of the Yellow River.
7、水利部、国家发改委、财政部联合印发《关于推进用水权改革的指导意见》
8. 10 traffic safety hidden dangers in Beijing highlight the real-time delivery enterprises of express delivery and delivery are interviewed by the competent authorities.
9. The special reward policy for talents in key industries in Shanghai has been issued, with a maximum reward of 500000 for individuals.
10. Changsha will build the first intelligent network connection automobile innovation application demonstration zone in China: the test road mileage is the longest and the area is the largest.
Science and technology communication
1. TCL Huaxing Suzhou High-end display Module Phase III project the main factory building was successfully capped, with a total investment of 2.75 billion yuan
2. Godson Zhongke confirms that the research and development of the next generation CPU 3A6000 is progressing smoothly, and the single core performance reaches the level of mainstream products.
3. The digital if core algorithm of China Mobile Research Institute completes the integrated performance test on the polar core communication chip.
4. Guanghetong 5G R16 module FM160-NA has continuously obtained AT&T and T-Mobile certification from mainstream operators in North America.
5. IDC:realme, Voice, Xiaomi, Samsung and vivo occupy the top five of the Philippine Q2 smartphone market.
Entertainment and film tour
1. The summer of 2022 ended with a total box office of more than 9.1 billion yuan, with “Walking the Moon alone”, “Life events” and “Jurassic World 3” in the top three.
2、央视2022年中秋晚会录制完成，首次采用三维声制作播出
3. “League of Legends” developer fist game: China R & D center has been officially upgraded to R & D studio group.
4. Tencent and Sony bought shares in From Software, the developer of Alden Ring, becoming its second and third largest shareholders.
5. Meta announced that its Facebook Gaming Game Live App will cease operation from October 28th.
Finance and finance
1. 360 held the second Technology Open Day to showcase the operational achievements of all aspects of the financial science and technology business.
2. The return net profit of the top five listed insurance companies in the first half of the year was 122 billion yuan, down more than 15% from the same period.
3. 51 public offerings made a total net profit of more than 16 billion yuan in the first half of the year, and 6 joined the “1 billion yuan club”.
4. China Foundation Association: as of the end of July, the total net asset value of public offering funds totaled 27.06 trillion yuan, setting another record high.
5. China Securities Association: the securities industry serves domestic listed companies to raise more than 1.49 trillion yuan through IPO and refinancing.
Housing real estate
1、碧桂园总裁：公司权益可售资源约1.22万亿元，上半年公司三四线销售占比升至69%
2. R & F Real Estate and China Merchants Shekou signed a strategic cooperation agreement, involving the renewal of cities in South China, etc.
3. Shimao Group sold shares in four real estate project companies to China Resources Land subsidiary for about 3.3 billion yuan.
4. Jianfa Group signed a strategic cooperation agreement with the Bank of China and won 100 billion local and foreign currency credit financing lines.
5. Sunny City: the outstanding debt due amounts to 35.766 billion yuan and is actively raising funds.
Retail e-commerce
1. JD.com Retail CEO Xin Lijun: the first JD.com Agricultural Specialty Shopping Festival will be held from Sept. 7, and hundreds of millions of yuan of “agricultural vouchers” will be distributed.
2. SUNING Retail Cloud opened 1111 new stores in the first half of the year, with a total of 9749.
3. The adjusted net loss of Nai Xue’s tea in the first half of the year was 249 million yuan, and the operating profit of the store decreased by 49.2% compared with the same period last year.
4. McDonald’s McCoffee plans to add about 1000 stores in 2023, most of which will sink to third-tier cities.
5. Gome and Sony deepen future strategic cooperation, and the new model store helps both sides to win-win situation.
Car travel
1. Tesla: the 100th supercharging station in Beijing has been officially completed
2. Subaru China responded to the dissolution rumors: it is purely false and will continue to open up the Chinese market.
3. Cyrus asked for the first delivery of the second model, and the new model is equipped with Ningde Kirin battery.
4. Great Wall Automobile’s tank 300 models announced an increase in price, with a maximum increase of 3000 yuan.
5. The national “specialized and special new” little giant Jieyi signed a contract with Zhen Yun to promote the digital upgrading of procurement.
Education and training
1. The Ministry of Education will comprehensively launch the trusteeship and assistance program in subordinate colleges and counties in the autumn semester of 2022.
2. The General Administration of Market Supervision and other four departments require that the “two responsibilities” be compacted to promote the school food safety work in autumn in an orderly manner.
3. Shanghai has launched a series of “Family Education guidance Handbook” to provide secret books for family education.
4. New Oriental further repurchased the bonds, with a total repurchased principal of about US $256 million.
5. The revenue of Zhihu Q2 was 836 million yuan, and the income of vocational education increased by 600.5% compared with the same period last year.
Medical treatment and health
1. Minimally invasive electrophysiology officially launched Kechuang board: the first day of listing, the break fell by 20.35%, with a total market capitalization of 6.188 billion yuan.
2. BGI started to apply for the purchase, and the business segment of gene sequencer is in a leading position in the world.
3. Huaxi Biology: the world’s first synthetic bioscience museum opens, and a variety of collagen products are released.
4. Changping Life Valley International Precision Medical Industrial Park project was launched and is expected to be put into use by the end of 2024 or the beginning of 2025.
5. Peng Ruili Group and Shanghai Yibo Hospital jointly build the first specialized hospital in Tianjin featuring functional neurosurgery.
Tourist accommodation
1. Flying Pig online single play adds to the National Day travel market, covering hotels and route tours
2. Ctrip: orders have increased by 137% compared with the Dragon Boat Festival, and the Mid-Autumn Festival is expected to become the best short holiday for tourism recovery this year.
3. Haichang Ocean Park lost 548 million yuan in mid-2022. At present, there are six theme parks and one park under construction.
4. Hunan’s overall planning for the integrated development of highways and scenic spots in the park, and the completion of tourist routes and other 4200 kilometers within the year.
5. Guangdong: continue to carry out “Guangdong people visit Guangdong” activities to support the development of leisure agriculture, rural tourism and residential accommodation.
Block chain
1. 2022 World artificial Intelligence Conference Yuanyuan Planet is officially launched, and users can exchange digital collections on the official website cloud platform.
2. On the same journey, taxi and thin box cooperate to publicize the digital collection of “Jay Chou’s limited collection of DEMO space”.
3. IDC: China’s enterprise blockchain server market reached US $390 million in 2021, an increase of 38.3% over the same period last year.
4. Virtual image technology company Genies launches fashion product NFT Market The Warehouse
5. Meta Media announced that it will be stationed in Decentraland and will build an art base for Meta Art Base meta-universe.
International perspective
1. Softbank Corp. announced that the vision fund CEO resigned from the group, and son was in charge of the second phase of the vision fund.
2. It is reported that Google’s third-generation Tensor processor will be manufactured by Samsung and will use 3nm process.
3. Apple Xcode Cloud subscriptions are now available to developers, starting at $49.99 per month.
4. Airbus CFO will leave office in 2023 to become Chief Financial Officer of SAP.
5. SpaceX has launched another 46 “Star chain” satellites, with a total of 3208 launched.
Financing acquisition
1. Used car circulation service platform “Automobile Street” has completed tens of millions of US dollars in round B financing, which is invested by Huaxing New Economic Fund.
2. Intelligent parking platform “CTP parking” has completed tens of millions of yuan Pre-A round financing, which will be continuously supported by the old shareholders.
3. The chain bakery community store “Cosbury Kissbaby” has received tens of millions of yuan in round B financing. The investors are industrial investors, and Mingyue Capital serves as a long-term financial adviser.
4. Hong Kong-style refreshments brand “Yu Hualin” has completed the first round of financing of 3 million yuan angel round, and the investor is Tree Capital.
5. Nutrition anti-aging biotechnology brand “Sammy SEIMEI” has completed a $2.55 million seed round and angel round financing, led by Jiacheng Capital and Puman Capital, Chuanzhi Venture Capital and a number of individual angel investors.
6. Microalgae-based product R & D manufacturer “Demeter” completed nearly 100 million yuan Pre-A round financing, led by Sequoia Vision carbon Neutralization Fund and Vision Technology Group. Sequoia Capital China seed fund, the old shareholder, continued to raise, and Weizhen Capital served as the exclusive financial adviser.
7. Kangdai Intelligence, an enterprise in the machine vision inspection equipment industry, completed more than 250 million yuan of strategic financing, which was led exclusively by CDH Investments and followed by the management of the company.
8. Domestic high-end FPGA chip design company “Special Technology” has completed 286 million yuan of angel round financing, which is jointly invested by many well-known institutions, such as Sequoia Capital China, Matrix Partners China, Red Dot China, Holi Capital, Guangyue Investment and so on.
9. Yourui, a developer of semiconductor forward measurement equipment, has completed tens of millions of yuan Pre-A round financing, led by Hongzhuo Capital, followed by Yinzhu Capital, Nanjing Xinda Chenghui and Hefei Zhongyu.
10. Nanofiber diaphragm developer “Ruochuangnanke” received tens of millions of yuan A round financing, including Fuqi Capital, Zhongsu Capital, Hainan Xingyu Fund, and Xinhan Capital as long-term financial advisor.
11. Inverter manufacturer Enyipu received tens of millions of yuan A round financing, led by Zhengxian Capital, followed by Suzhou Ruishi Tailai and Xiexin re-Stone Capital.
12. Photovoltaic wafer developer Gaojing Solar Energy completed 2.515 billion yuan B round financing, which was jointly invested by well-known investment institutions such as Huamin Investment, CICC Capital, CITIC Gold and Stone, Haitong Kaiyuan, Guangdong Yueke, Huadeng International and other well-known investment institutions.
13. Electrochemical energy storage digital asset management service provider “Xinai Electric” has completed tens of millions of yuan Pre-A round financing, led by Jinding Capital.
14. Shenghe Energy, a provider of NMP recovery equipment and conductive agents, has completed tens of millions of yuan A round financing, which is invested exclusively by Jinyu Bogor Capital.
15. Pharmacy operator Yiqiao completed tens of millions of dollars in B + round financing, led by CBC Cambridge Capital, followed by veteran shareholder Qianji Capital and Duxiu Capital, and probe Capital served as exclusive financial adviser.
16. Bai Ying Bio, a recombinant antibody drug R & D outsourcing service provider, has completed nearly 500 million yuan B round financing, which is jointly completed by Cornerstone Capital, Jifeng Capital, Tianhui Capital, Haitong Venture Capital, Jiangsu High Investment, Lang Zi Asiana, Yueshi Capital, Banyan Capital, October Capital, West Shanghai Investment, Binfu Capital, etc., and the old shareholders’ rehabilitation investment and Chengshu investment will participate again.
17. Qiyuan Biology, an innovative drug developer for autoimmune diseases, completed a round of financing of 100 million yuan, led by seasonal investment, followed by Taiyuan Fund, Linping State Investment Fund and Hangzhou Gold Investment Industry Fund, and Xingyuan served as an exclusive financial adviser.
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