今日看点
✦ 中国铁路：9月1日起全国铁路部门全面推广电子化补票
✦ 百度在人工智能领域十年累计研发投入超1000亿元，2021年核心研发占比23%
✦ 荣耀CEO赵明：将在今年第四季度举办首届荣耀开发者大会
✦ 京东航空将正式投入运营，预计2025年底覆盖国内主要城市
✦ 小猪民宿联合百度地图上线“民宿地图”，推荐国内必住的100家精品民宿
✦ 有妖气漫画将于12月31日正式关停，相关业务并入哔哩哔哩漫画
✦ 国家电影局：我国2022年暑期档票房达91.35亿元，市场恢复势头良好
✦ 中国信通院牵头发起成立“元宇宙创新探索方阵”，并发布《2022元宇宙产业图谱》
国内要闻
1、字节跳动全员会：目前没有具体的上市计划，也没有上市时间表
2、李彦宏：百度在人工智能领域十年累计研发投入超1000亿元，2021年核心研发占比23%
3、京东航空将正式投入运营，预计2025年底覆盖国内主要城市
4、荣耀CEO赵明：将在今年第四季度举办首届荣耀开发者大会
5、阿里巴巴国际站九月全球采购节正式启动，超1200万款商品享受确定性“到货保障”
6、菜鸟无人车开学季新入驻60所高校，应对开学期间快递高峰
7、挚文集团：二季度净利润4.635亿元，陌陌App月活用户1.112亿
8、潍柴氢能赛道再下一城，1100辆氢燃料电池商用车战略合作协议签署
9、联想集团：将在三年内向上海交通大学捐赠3000万元，用于新生助学、创新创业和科创人才培养
10、极兔速递向全国19个偏远地区学校师生捐赠价值超300万元衣物，关爱下一代健康成长
政务快讯
1、国家发展改革委、市场监管总局联合开展月饼市场巡查
2、中国铁路：9月1日起全国铁路部门全面推广电子化补票
3、商务部：全国新增14家国家电子商务示范基地，总数达155家
4、中央网信办等四部门印发《数字乡村标准体系建设指南》
5、国家统计局：2021年我国投入研发经费2.8万亿元，连续6年保持两位数增长
6、市场监管总局发布《药品网络销售监督管理办法》，明确对处方药网络销售实行实名制
7、工信部：按照适度超前原则，继续加大5G网络和千兆光纤网络建设力度
8、国家能源集团：8月份发电量历史首次达到1200亿度水平
9、国家医疗保障局印发医保中药配方颗粒统一编码规则和方法
10、国家药监局、海关总署：增设石家庄航空口岸为药品进口口岸
科技通信
1、上海人工智能实验室发布“OpenXLab浦源”人工智能开源开放体系，九大项目共建开源开放生态
2、兆易创新：自主智能机器人芯片应用实验室揭牌
3、均普智能：为大疆定制100万颗车规级摄像头产能产线已顺利交付
4、澜起科技：发布业界首款DDR5第一子代时钟驱动器工程样片
5、芯碁微装：拟定增募资不超8.25亿元，用于直写光刻设备产业应用深化拓展等项目
文娱影游
1、有妖气漫画宣布将于12月31日正式关停，未来将在哔哩哔哩漫画继续提供服务
2、JDG战胜TES获得2022英雄联盟LPL夏季赛冠军，将作为一号种子出征世界赛
3、网易游戏收购法国游戏开发商Quantic Dream，作为其欧洲第一个工作室
4、IMAX中国2022年暑期档票房超3亿元，较去年增长34%
5、国家电影局：我国2022年暑期档票房达91.35亿元，市场恢复势头良好
金融财经
1、中国银协：二季度末商业银行不良贷款率1.67%，较年初下降0.06个百分点
2、交通银行与华为签署深化战略合作协议，助力建设数字化新交行
3、中华财险推出国内首个“云保险鱼塘”，科技赋能为水产养殖保驾护航
4、恒生电子与中国经济信息社启动战略合作，推动金融业数字化转型
5、Airwallex空中云汇与Qupital桥彼道达成合作，为出口电商卖家提供高效融资服务
住房地产
1、《北京市住房租赁条例》正式实施，租房也需进行合同网签和备案登记
2、万物云通过港交所上市聆讯：前身为万科物业，物业服务占总收入7成以上
3、中国奥园：前8个月实现近19000套房交付
4、路劲：拟6.8亿元收购雅居乐集团所持济南住宅项目公司股份及股东贷款
5、南昌云中城6亿元CMBS成功发行，为江西省首单办公物业ABS产品
零售电商
1、美团将免费向全国商家发放出餐上报硬件“出餐宝”，助力信息公开透明
2、家乐福会员店上海南翔店9月2日开业，中山公园店筹备中
3、呷哺集团：8月份营业额复苏明显，下半年计划新增约100家门店
4、“奈雪生活”全球首店在深圳南山海岸城亮相，品牌共创新模式探索N种生活方式
5、助力农产品“出村进城”，第六届中国邮政“919电商节”正式启动
汽车出行
1、蔚来汽车：8月交付量为10677辆，累计交付量达到238626辆
2、小鹏汽车：8月交付量为9578辆，前8月累计交付90085辆
3、理想汽车：8月交付新车4571辆，累计交付量已达199484辆
4、零跑汽车：8月交付量12525台同比增长超180%，连续四个月创新高
5、哪吒汽车8月交付1.6万辆同比增长142%，前8个月累计销量超9万辆
6、AITO问界系列8月交付量达到10045辆，首次实现单月交付量破万
7、智己汽车：8月智己L7销量达1007台，累计交付2058台
8、极氪：8月ZEEKR 001车型交付7166台，再创单月交付新高
9、广汽埃安：8月销量27021台再创新高，1-8月累计销量152305台
10、岚图汽车：8月销量2429台环比增长35%，连续3个月实现两位数增长
教育培训
1、联想-田字格未来村小项目启动，聚焦乡村教育信息化
2、飞象星球亮相2022年服贸会，智慧校园沙盘首秀
3、昂立教育发布2022半年报：实现营收3.47亿元，净利润6242.35万元
4、华南职业教育发布2022半年报：收益2.65亿元，拟开拓国际化合作
5、21世纪教育2022上半年营收1.45亿元，将重点推进石家庄理工职业学院新校区项目
医疗健康
1、百奥赛图在港交所主板上市，立志成为全球新药发源地
2、叮当健康：9月14日在港交所主板上市，发售价12港元/股
3、天猫国际与中国非处方药协会合作，促进跨境医药发展
4、欧姆龙健康医疗跨界联手OPPO，以智慧互联赋能心血管疾病管理
5、镁伽科技与丹纳赫生命科学达成战略合作，共同推进生命科学领域
旅游民宿
1、小猪民宿联合百度地图上线“民宿地图”，推荐国内必住的100家精品民宿
2、中旅酒店与中国银联会员互通合作深化，中旅酒店正式入驻云闪付APP
3、途牛第二季度净营收3700万元，净亏损约1.29亿元是去年同期9倍多
4、北京欢乐谷2022年暑期经营强势稳增长，关键经营指标均创开园16年来历史新高
5、湖南计划每年安排不低于50亿元再贷款再贴现专用额度，助力文旅产业
区块链
1、2022世界人工智能大会发布6项“人工智能元宇宙重大应用场景”
2、中国银行联合美团在服贸会发布首款面向大众流通的数字人民币硬件钱包产品
3、京东科技亮相2022年服贸会金融服务专题展，首发数字人民币技术服务全景图
4、中国信通院牵头发起成立“元宇宙创新探索方阵”，并发布《2022元宇宙产业图谱》
5、美图上半年净亏损扩大至2.66亿元，持有的加密货币浮亏3亿
国际视角
1、谷歌宣布专门针对开源软件的新漏洞奖励计划，最高可达21.65万元
2、微软宣布在卡塔尔建设数据中心，创造36000个新就业机会
3、Meta计划成立新团队，为其Facebook、Instagram和WhatsApp等应用开发更多付费功能
4、美光科技：计划投资150亿美元在爱达荷州建造一座新的尖端存储器制造厂
5、3M公司计划裁员并削减成本，称在力争增长的同时适应宏观环境挑战
融资收购
1、国产3D图形引擎提供商「渲光科技」完成近亿元天使轮融资，由商汤科技旗下产业基金商汤国香资本领投，万世资本担任独家财务顾问
2、云视频产品和服务提供商「好视通」获得近亿元战略融资，投资方为中国联通、格力集团和松禾资本等知名投资机构旗下的投资主体
3、中小企业财税数据服务商「微风企科技」完成数千万元A轮融资，由涌铧资本独家投资
4、云原生RPA厂商「云钠科技」获得A轮融资，由云九资本及昊辰资本联合领投，老股东线性资本超额跟投，源合资本担任独家财务顾问
5、网络安全运营协同解决方案商「众智维科技」完成Pre-A+轮融资，投资方为动平衡资本
6、AR眼镜厂商「Rokid」获得4000万美元战略融资，由网龙网络有限公司投资
7、半导体存储设备开发商「优存科技」获得数千万元B轮融资，由毅达资本领投
8、高性能计算解决方案提供商「潞晨科技」完成600万美元种子轮及天使轮融资，天使轮由蓝驰创投领投，种子轮由创新工场、真格基金联合领投
9、特色小吃连锁品牌「烘丰圆-半汤抄手」完成千万元级天使轮战略融资，由江苏国蓉控股集团领投
10、母婴健康管理连锁机构运营商「妈宝来月子中心」获得400万元A轮战略融资，投资方为厦门树帜投资
Read today
Chinese Railway: Follow an online ticket replacement plan to railway departments across China starting September 1
Baidu has invested more than 100 billion yuan in research and development of artificial intelligence for ten years, accounting for 23% of core research and development in 2021
Zhao Ming, CEO of Honor, is planning to hold the first Honor Developer conference in the fourth quarter of this year
Fresh Air will be formally put into operation and is expected to cover major cities in China by the end of 2025
Follow Baidu map to follow “homestay map” and recommend 100 high-quality homestays in China that you must live in
A demon drawing will be officially shut down on December 31 and the relevant business will be merged into Bilibili Drawing
State Film Administration: China’s summer box office is worth 9.135 billion yuan in 2022 and the market is recovering well
Lead China Institute of Information and Communication to initiate the formation of “Metaverse Innovation and Exploration phalanx” and release the “Metaverse Industry Atlas 2022”
Domestic news
1. Bytedance Staff: There is no specific plan or timetable for listing at present
2. Robin Li: Baidu has invested more than 100 billion yuan in R&D in the field of artificial intelligence in ten years, and its core R&D accounted for 23% in 2021
3. Jd Airlines will be officially put into operation and is expected to cover major cities in China by the end of 2025
4. Zhao Ming, CEO of Honor: The first Honor Developer Conference will be held in the fourth quarter of this year
5. The Global Purchasing Festival of Alibaba International Station was officially launched in September, and more than 12 million goods enjoyed the certainty of “arrival guarantee”.
6. Cainiao will enter 60 universities during the back-to-school season to cope with the delivery peak
7. Zhiwen Group: Net profit of 463.5 million yuan in the second quarter, monthly active users of Momo App 1111.2 million
8. In the next step of Weichai Hydrogen Energy Track, the strategic cooperation agreement for 1,100 hydrogen fuel cell commercial vehicles was signed
9. Lenovo Group: It will donate 30 million yuan to Shanghai Jiao Tong University within three years for freshmen education, innovation, entrepreneurship and scientific innovation talents training
10. Polar Rabbit Express donated more than 3 million yuan worth of clothes to teachers and students in 19 remote areas of the country to care for the healthy growth of the next generation
E-government alerts
1. The National Development and Reform Commission and the State Administration for Market Regulation shall jointly carry out moon cake market inspection
2. China Railway: From September 1, railway departments across the country will fully promote electronic supplementary tickets
3. Ministry of Commerce: There are 14 new national E-commerce demonstration bases nationwide, bringing the total number to 155
4. The CAC and other four departments issued the Guide to the Construction of Digital Rural Standard System.
5. National Bureau of Statistics: China invested 2.8 trillion yuan in research and development in 2021, maintaining double-digit growth for six consecutive years
6. The State Administration for Market Regulation issued the Measures for Supervision and Administration of Online Drug Sales, which explicitly implemented the real-name system for online sales of prescription drugs
7. Ministry of Industry and Information Technology: In accordance with the principle of moderate advance, continue to increase the construction of 5G network and gigabit fiber network
8. National Energy Corporation: Power generation in August reached 120 billion KWH for the first time in history
9. The National Healthcare Security Administration issued uniform coding rules and methods for Medical-insurance TCM formula particles
10. National Food and Drug Administration, General Administration of Customs: Add Shijiazhuang Air port as the drug import port
Science and technology communication
1. Shanghai Artificial Intelligence Laboratory released “OpenXLab Puyuan” artificial intelligence open source and open system, nine projects to jointly build open source and open ecology
2. Zhaoyi Innovation: The independent intelligent robot chip application laboratory was inaugurated
3. Junpu Intelligence: The production line of 1 million customized car-level cameras for DJI has been successfully delivered
4. Montage Technology: released the industry’s first DDR5 first generation clock driver engineering sample
5. Chip Acer Micro Equipment: It is planned to raise no more than 825 million yuan, which will be used for projects such as deepening and expanding the application of direct writing lithography equipment industry
Recreational shadow swim
1. Youqi Comics announced that it will officially close on December 31 and will continue to provide services on Bilibili Comics in the future
2. JDG won the 2022 League of Legends LPL Summer championship against TES and will go to the World Championship as the No.1 seed
3. NetEase Games acquired French game developer Quantic Dream as its first studio in Europe
4. IMAX China’s summer ticket sales in 2022 exceeded 300 million yuan, up 34% from last year
5. State Film Administration: China’s summer box office sales in 2022 reached 9.135 billion yuan, and the market is recovering well
Financial financial
1. Bank Association of China: The non-performing loan ratio of commercial banks at the end of the second quarter was 1.67%, down 0.06 percentage points from the beginning of the year
2. Bank of Communications signed a deepening strategic cooperation agreement with Huawei to help build a new digital Bank of Communications
3. China Property Insurance launched the first “cloud insurance fish pond” in China, which is endowed with science and technology to escort aquaculture
4. Hundsun Electronics launched strategic cooperation with China Economic Information Service to promote the digital transformation of the financial industry
5. Airwallex has reached cooperation with Qupital Bridge to provide efficient financing services for export e-commerce sellers
The housing estate
1. “Beijing Housing Rental Regulations” has been formally implemented, and renting a house also requires online contract signing and record registration
2. All Things Cloud passed the listing hearing of Hong Kong Stock Exchange: Formerly known as Vanke Property, property services accounted for more than 70% of total revenue
3. China Olympic Garden: Nearly 19,000 suites were delivered in the first 8 months
4. Lu Jin: intends to purchase the shares and shareholder loans of Jinan Housing Project Company held by Agile Group for 680 million Yuan
5. Nanchang Yunzhongcheng CMBS of 600 million yuan was successfully issued, which was the first ABS product for office property in Jiangxi Province
Retail electricity
1. Meituan will provide free food report hardware “Food Treasure” to all merchants nationwide to facilitate information disclosure and transparency
2. Carrefour member store in Nanxiang, Shanghai will open on September 2, and Zhongshan Park store is under preparation
3. Xiabu Group: Sales recovered significantly in August and it plans to add about 100 stores in the second half
4. The first global store of “Naixue Life” was unveiled in Nanshan Coast City, Shenzhen, and the brand explored N kinds of lifestyle with a total innovation mode
5, help agricultural products “out of the village into the city”, the sixth China Post “919 E-commerce Festival” was officially launched
Car travel
1. Nio: The delivery volume in August was 10,677 units, and the cumulative delivery volume reached 238,626 units
2. Xpeng Automobile: The delivery volume in August was 9578 units, and the total delivery volume in the previous August was 90085 units
3. Ideal Car: 4,571 new cars were delivered in August, and the cumulative delivery volume has reached 199,484
4. Zero-running cars: The delivery volume of 12,525 units in August increased by over 180% year on year, reaching a new high for four consecutive months
5. Nezha delivered 16,000 cars in August, up 142% year on year, and its cumulative sales in the first eight months exceeded 90,000 cars
6. The delivery volume of AITO series reached 10,045 in August, which was the first time that the monthly delivery volume exceeded 10,000
7. Zhiji Automobile: In August, the sales volume of Zhiji L7 reached 1007 units, and 2,058 units were delivered in total
8. Gekr: 7166 units of ZEEKR 001 models were delivered in August, setting a new high for delivery in a single month
9. Gac Ai ‘an: The sales volume in August reached a new high of 27,021 units, and the cumulative sales volume from January to August was 152,305 units
10. Lantu Automobile: The sales volume of 2,429 units in August increased by 35% month-on-month, achieving double-digit growth for three consecutive months
Education and training
1. Lenovo – Tianzhige Future Village Project was launched, focusing on rural education informatization
2. Ccelephant Planet appeared in the 2022 Fashion Trade Fair, and the first show of the smart campus sand table
3. Only Education released the 2022 semi-annual report: realized the revenue of 347 million yuan and the net profit of 62,423,500 yuan
4. South China Vocational Education released the 2022 semi-annual report: revenue of 265 million yuan, and plans to explore international cooperation
5. With a revenue of 145 million yuan in the first half of 2022, 21st Century Education will focus on promoting the new campus project of Shijiazhuang Vocational College of Technology
Health care
1. Baioseto is listed on the main board of Hong Kong Stock Exchange, aiming to become the birthplace of new drugs in the world
2. Dingdang Health: Listed on the main board of the Hong Kong Stock Exchange on September 14 at HK $12 per share
3. Tmall International cooperates with China Over-the-counter Medicine Association to promote the development of cross-border medicine
4. Omron Healthcare and OPPO cross over to empower cardiovascular disease management with intelligent interconnection
5. Maiga Technology and Danaher Life Sciences have reached strategic cooperation to jointly promote the field of life sciences
Travel home stay facility
1, Xiaozhu B&B joint Baidu map online “B&B map”, recommended 100 must-live domestic boutique B&B
2. China Travel Hotels and China UnionPay members have deepened mutual communication and cooperation, and China Travel Hotels have officially entered the cloud flash payment APP
3. Tuniu’s net revenue in the second quarter was 37 million yuan, while its net loss was about 129 million yuan, more than nine times that of the same period last year
4. Beijing Happy Valley had strong and steady growth in the summer vacation of 2022, and its key operating indicators reached a record high in the past 16 years
5. Hunan plans to arrange a special quota of relending and rediscount of no less than 5 billion yuan every year to help the cultural and tourism industry
Block chain
1. World Artificial Intelligence Conference 2022 releases 6 “Major Application Scenarios of Artificial Intelligence Metaverse”
2. Bank of China and Meituan jointly released the first digital RMB hardware wallet product for public circulation at the fair
3. Jingdong Technology appeared in the financial service special exhibition of the 2022 FTC, and launched the digital RMB technology service panorama
4. China Information and Communications Academy initiated the establishment of the “Meta-Universe Innovation and Exploration Phalanx”, and released the “2022 Meta-Universe Industry Atlas”.
5. Meitu’s net loss widened to 266 million yuan in the first half of the year, as it lost 300 million yuan on cryptocurrency holdings
The international perspective
1. Google announced a new bug bounty program specifically for open source software, up to 216,500 yuan
2, Microsoft announced the construction of a data center in Qatar, creating 36,000 new jobs
3. Meta plans to set up a new team to develop more paid features for its Facebook, Instagram and WhatsApp apps
4. Micron Technology: Plans to invest $15 billion to build a new cutting-edge memory manufacturing plant in Idaho
5. 3M plans to cut jobs and costs, saying it is adapting to a challenging macro environment while striving for growth
Leveraged buy-outs
1. “Xuanguang Technology”, a domestic 3D graphics engine provider, completed angel round financing of nearly 100 million yuan, led by Tang Guoxiang Capital, an industrial fund provider of SenseTime, and World Capital acted as the exclusive financial adviser
2. “GoodVision”, a cloud video product and service provider, has obtained strategic financing of nearly 100 million yuan. The investors are the investment entities under well-known investment institutions such as China Unicom, Gree Group and Songhe Capital
3. “Breeze Enterprise Technology”, A financial and tax data service provider for small and medium-sized enterprises, completed A round of financing worth tens of millions of yuan, and was exclusively invested by Chung Wah Capital
4. Cloud native RPA manufacturer “Cloud Sodium Technology” obtained A round of financing, which was jointly led by Cloud Nine Capital and Haochen Capital. The old shareholders’ linear capital excess followed the investment, and the source joint venture acted as the exclusive financial adviser
5. Network security operation collaborative solution provider “Zhongzhiwei Technology” completed pre-A + round of financing, with dynamic balance capital as the investor
6. AR glasses manufacturer “Rokid” obtained strategic financing of $40 million, which was invested by Netdragon Network Co., LTD
7. “Uicun”, a developer of semiconductor storage devices, obtained a B-round financing of tens of millions of yuan, led by Yida Capital
8. Lulchen Technology, a high-performance computing solution provider, completed the seed round and angel round financing of $6 million. The angel round was led by Lanchi Venture Capital, and the seed round was jointly led by Innovation Works and ZhenFund
9. The specialty snack chain brand “Fengyuan – Bantang Chuangshou” completed the angel round strategic financing of 10 million yuan, led by Jiangsu Guorong Holding Group
10. “Ma Baolai Yuezi Center”, the chain operator of maternal and child health management, has obtained 4 million yuan A round of strategic financing, and the investor is Xiamen Shuzi Investment
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