On July 5| Geely officially acquired Meizu; Xiaomi unveils its annual flagship, the Xiaomi Mi 12S series

Top news

1. Xiaomi released the annual flagship Xiaomi 12S series

According to Xiaomi mobile phone Weibo, Xiaomi released the annual flagship Xiaomi Mi 12S series. Xiaomi Mi 12S series and Leica joint design, equipped with Snapdragon 8+ (TSMC 4nm process) and Sony IMX 707 sensor, the rear uses a triple camera design, the main camera 50 million pixels, starting at 3999 yuan (8 + 128GB).

2. Kuaishou denied that it had terminated its cooperation with Jay Chou

In response to the recent online hot discussion about the "Jay Chou and Kuaishou will end cooperation" this news, the reporter to Kuaishou to verify, Kuaishou related people denied this statement, and said that the two sides are still in an orderly cooperation, the recent Jay Chou will be a new song release as an opportunity, in Kuaishou to carry out a series of live broadcasts, customized short videos, interactive play and other exclusive activities, the specific content and schedule will be announced one after another, so stay tuned.

3. Huawei Whole House Intelligence 2.0 was released, priced from 19999 yuan

On July 4, Huawei Whole House Smart 2.0 was officially unveiled, bringing an upgraded space interaction experience and a new aftermarket solution, with a 2-bedroom, 2-hall (about 80㎡) aftermarket solution priced at 19,999 yuan, and a 3-bedroom, 2-hall (120㎡+) aftermarket solution priced at 39,999 yuan.

4. Geely officially acquired Meizu

Geely's Star Era held a strategic investment signing ceremony with Meizu Technology, officially announced that it held a 79.09% controlling stake in Meizu Technology, and obtained separate control over Meizu Technology. After this strategic investment, Meizu Technology will continue to operate as an independent brand, and the senior management team will remain stable. Li Shufu said that at present, a new round of scientific and technological and industrial revolution has spawned a large number of new formats and new models, and the technological innovation and ecological integration of the consumer electronics industry and the automotive industry are imperative. Through the layout of mobile phone business, the consumer electronics industry and the automobile industry are deeply integrated, and the user ecological chain is created across borders, which can achieve super collaboration.

5. Fliggy launched a special subsidy for summer fuel costs

With the advent of the summer vacation and the continuous improvement of the epidemic situation, the number and price of domestic air ticket reservations have recently risen. Fliggy data shows that the average price of air tickets has continued to rise in the past week, and the number of air ticket reservations has increased by more than 70% compared with the same period last month. It is understood that Fliggy launched a special subsidy for air ticket fuel surcharge, which is from July 4 to August 31, covering the entire summer. In addition to fuel subsidies, Fliggy will also launch preferential activities such as free refund fees for train tickets, 700 yuan car rental coupons, and launch summer hotel special subsidies, covering tens of thousands of hotels in 30 cities such as Hangzhou, Sanya, Chengdu and Chongqing.

6. Tech giants such as Cook, Musk and Zuckerberg will attend the Sun Valley Media Annual Conference in the United States

U.S. investment firm Allen & Co hosts the annual Sun Valley Technology and Media Annual Conference every year, and this year Apple CEO Tim Cook will attend, he represents Apple TV+, Musk and Zuckerberg will also participate. Foreign media reported that Sony, Fox, Warner Bros., Paramount executives will also be invited to participate. In addition, Amazon executive Andy Jasy and Alphabet/Google head Sandal Pichai will also participate.

Domestic information

1. The Agency considers that A-shares are still available for a period of time
2. Xiaomi began producing phones in Vietnam
3. Dada Group publishes its first ESG report
4. Ren Zhengfei: Huawei should do a good job in open exchanges
5. The number of operating theaters nationwide exceeded 10,000 for 10 consecutive days
6. The first clinical trial of the drug in China was launched
7. BYD: The Han family sold 25,439 units in June
8. The summer transport has begun, and the transportation market has continued to pick up
9. Wanda Film: Chairman and President Zeng Maojun left office
10. Yaben Chemical: Received approval for the resumption of production
11. Cobalt prices continued to fall, and lithium battery material prices mostly stabilized
12. Xiaomi: Released the battery management chip "Xiaomi Surging G1"
13. Ant Group officially opens up "hidden words" for global developers
14. Civil aviation summer transport ushered in a good start, with the number of passenger flights exceeding 10,000 in a single day
15. Suzhou Launches The Nation's First Electric Vehicle Charging "Robot"
16. The new rules of clear price marking have been implemented, and the "ice cream assassin" is difficult to stealth
17. Capital replenishment tools are abundant, and banks are in strong demand for "blood replenishment"
18. Bank wealth management highlights appear frequently, and investment and research capabilities are the foundation of their own foundation
19. Halsey: SMIC's application for listing on the Sci-Tech Innovation Board was accepted
20. E Fangda Quality Kinetic Energy held and raised 8.5 billion yuan in three years
21. Zhongyan Chemical: The application for non-public issuance of shares was approved
22. The "Bond Connect" runs smoothly and efficiently, and the opening up of the bond market will have new points of view
23. CITIC Securities: The bottom of consumer electronics demand is clear, and the valuation is low
24. The interim performance forecast exceeded 80% of the good news, and the lithium battery track performed brightly
25. Angel Yeast: The subsidiary plans to be listed on the Beijing Stock Exchange
26. The turnover of Shanghai and Shenzhen exceeded 1 trillion yuan for the eighth consecutive trading day
27. The opening of the financial markets was further advanced, and the "swap pass" was launched 6 months later
28. Ren Zhengfei: After entering Huawei, there is no term "genius teenager"
29. Pan Gongsheng, deputy governor of the central bank, announced two new policies for opening up to the outside world
30. Baidu Shen Ji resigned as a director of Ctrip, and the platform responded: normal change
31. TSMC suppliers warned: chip material prices will rise further
32. The National Development and Reform Commission held a special meeting on ensuring supply and price stability in the pig market
33. The first energy-efficient direct container ship in China docked at Yangshan Port
34. Harbin: Adjust the amount of provident fund loans, up to a maximum of 800,000 yuan
35. Wen's shares responded whether to increase the number of pigs out of the barn: do not bet on the market
36. Banks have landed on A-shares for two years in an "empty window period", and 10 banks are still waiting
37. Central Bank: Carry out interconnection and cooperation between Hong Kong and mainland interest rate swap markets
38. The new energy wave brings "new" opportunities, and domestic tires seek "overtaking in curves"
39. Tianfeng Securities: The three-factor resonance is expected to make the home appliance industry appear at an inflection point
40. The central bank signed a standing swap agreement with the Hong Kong Monetary Authority and expanded its scale
41. Hon Hai pushes 100% renewable energy suppliers and aims to exceed 100 by 2050
42. Beiqi Blue Valley: Subsidiary sold 3,597 vehicles in June, compared with 1,585 units in the same period last year
43. Huawei released the nova10 series of mobile phones, and the global users of nova have exceeded 200 million
44. Huawei officially released the Q&I M7, and the cumulative sales volume of the M5 exceeded 10,000 on the 87th day of listing
45. China Eastern Airlines: The Beijing-Shanghai line is expected to gradually recover to more than 11 pairs per day in mid-July
46. Media: Semiconductor device maker sales are expected to decline in the coming years
47. HTC expands the meta-universe ecosystem, and foreign investors are expected to still lose money this year to 2024
48. The new forces of car-making "handover" in the middle of the year, and the intensive release of new models set off a new round of competition
49. Gree Electric Appliance responds to false after-sales service: actively cracks down through legal channels
50. Six departments in Beijing jointly issued a document to increase financial support for the whole chain of science and technology innovation enterprises
51. Guosheng Securities: Waiting for the market rotation opportunity, or a good choice for the current market
52. In June, China's logistics industry prosperity index rose to an expansion range, and the activity of the logistics market increased
53. Goldman Sachs: EtF inclusion is a landmark event in the connectivity mechanism's expansion of new trading instruments
54. Mr Yu Wai Man, Chief Executive Of the Hong Kong Monetary Authority: Diversified risk management tools will be provided to Northbound investors
55. Bureau of Statistics: Prices of 40 products fell month-on-month in late June, and hog prices rose 11.6% month-on-month
56. Xiaopeng responded that the supercharging station was owed electricity for half a year and could not be used: it was a misunderstanding and external operations have been resumed
57. Apple supply chain Taiwan manufacturers: did not receive a cut order notice, iPhone 14 initial stocking target unchanged
58. Makihara shares: The goal is to achieve a complete cost of breeding of 14.5 yuan / kg - 15 yuan / kg in 2022
59. Jiangte Motor: The company was investigated by the CSRC in December last year and has no relationship with Ganfeng Lithium
60. White paper: In the first half of the year, the total number of products released in application apps exceeded 8900, which was twice that of the same period last year
61. Tongwei shares: The asset management products of the employee stock ownership plan have purchased a total of 4.699 billion yuan of shares in the company
62. The custody business of securities companies has accelerated its "staking", and the "four leaders" have won nearly 60% of the private equity custody share
63. Tongwei shares: net profit in the first half of the year is expected to be 12 billion yuan - 12.5 billion yuan, an increase of 304.62% - 321.48% year-on-year
64. Makihara shares: The average sales price of commercial pigs in June was 16.53 yuan / kg, up 11.16% from May 2022
65. CITIC Construction Investment: The development of the new energy vehicle market is expected to accelerate again, and companies related to the industrial chain will usher in development opportunities
66. The National Development and Reform Commission convened a meeting to analyze the pig market situation, participants: the price department will seriously deal with the enterprises that raise prices

Stock market securities

1. The pork sector opened stronger
2. Energy storage concept stocks are stronger
3. SenseTime afternoon decline extends to 20%
4. Hong Kong stock SenseTime extends losses to more than 15%
5. The balance of financing in the two cities decreased by 2.571 billion yuan
6. The Hang Seng Index turned higher, falling more than 1.8% at one point at the beginning of the session
7. ETF Interconnection traded more than 23 billion yuan on the first day
8. Makihara shares rose and fell, hitting a new high in nearly five months
9. Power stocks shock strengthened, Ganneng shares 5 consecutive boards
10. In the afternoon, The National Middle School Water Affairs once staged the "Heaven and Earth Heaven" board
11. Pigs regained profitability, and pig stock futures soared
12. Brokerage stocks open lower, Harbin shares fall more than 6%
13. The semiconductor sector fell sharply, with multiple shares falling more than 5%
14. Monkeypox concept stocks soared, and Zhijiang Bio rose nearly 9%
15. Tongwei shares rose more than 4%, and the stock price hit a record high
16. The Hang Seng Index closed down 0.13%, while the Hang Seng Technology Index rose 0.28%
17. The three major A-share indexes opened collectively low, and McGuire fell to a halt again
18. Salt Lake lithium concept stocks strengthened again, and Jinyuan shares rose and fell
19. Ganfeng lithium turnover exceeded 10 billion yuan, down 0.6% now
20. The automotive sector shocked lower, and Ankai bus fell more than 7%
21. Pharmaceutical and medical stocks continued to be active in the afternoon, and Rhein Biotech and others rose and fell
22. Lithium battery stocks continued to be active in the afternoon, and many stocks such as Kexin Technology rose and fell
23. Pork and chicken sectors oscillated higher, and Tiankang Bio rose nearly 8%
24. Tongwei shares touched the limit in the afternoon, and the market value approached 300 billion yuan
25. Hong Kong's Hang Seng Index opened down 0.77%, Ganfeng Lithium fell nearly 8%
26. The three major A-share indexes closed up collectively, and the pork sector set off a rising tide
27. Hong Kong's Hang Seng Index fell 0.59 percent during the lunch break, with the biopharmaceutical sector leading the gains
28. 10 shares received financing net purchases of more than 100 million yuan, and TCL Central received the most net purchases
29. The three major A-share indexes collectively turned red during the lunch break, and the ChiNext index rose 1.35%
30. Bank of America Securities: Maintained a "buy" rating on BYD shares with a target price of HK$375
31. Goldman Sachs: Maintaining the Ideal Car-W "Buy" rating, the target price rose to HK$199
32. Founder Securities: In July, it is recommended to focus on coal, banking, food and beverage, utilities and other industries

International information

1. Porsche: It will continue to produce diesel engine cars
2. The chief operating officer of easyJet airlines resigned
3. Market news: Google is considering producing Pixel phones in Vietnam
4. Market news: Tesla has stepped up its recruitment efforts in Singapore
5. DoorDash's food delivery business has slowed down and continues to expand globally
6. SpaceX plans to launch up to five Starlink satellites in July
7. BMW plans to cooperate with South Korean manufacturers on the production of solid-state batteries
8. South Korea's CPI rose 6 percent year-on-year in June, the highest in nearly 24 years
9. The Indian government is preparing to cultivate new local car-making forces in the field of pure trams
10. KKR Group will lead the acquisition of Deutsche Telekom worth approximately US$20 billion
11. Tesla's European Gigafactory will be closed for two weeks to implement production process reforms
12. The three major U.S. pharmaceutical giants were acquitted in the opioid flood
13. The EcB announced more measures to incorporate climate change factors into monetary policy
14. Goldman Sachs cuts targets high-grade iron ore prices by about 15% in the second six months of this year
15. Jiangling Motors: Total vehicle sales in June were 26,000 units, down 17.16% year-on-year
16. Apple Analyst: The annual performance growth of Apple's iPhone processor has slowed
17. Germany's Federal Antitrust Office allows Volkswagen and Bosch to collaborate on autonomous driving solutions
18. Volvo's June sales fell 26.9% year-on-year, and the SHORTAGE of EV parts is expected to continue into the third quarter
19. Media: In mid-June, Samsung Electronics has set up a semiconductor packaging working group directly under its CEO
20. Media: The AirPods Pro 2, released in the fall, is not expected to carry heart rate and body temperature sensors
21. Institutions: South Korea's three major power battery manufacturers in the first five months of this year, the global market share of 25.6%, down 9.1 percentage points

Financing acquisitions

1. Xiaomi invested in Shenzhen Xinneng Semiconductor
2. MIM manufacturer "Zhao Xinchi" completed tens of millions of Pre-A+ financing
3. The new material technology company "Ephmin" received tens of millions of yuan of A round investment
4. Digital twin "UINO UINO Technology" completed a C round of financing of more than 300 million yuan
5. Game content development company "Funmangic" completed tens of millions of angel rounds of financing
6. Social e-commerce management SaaS platform "SleekFlow" raised $8 million in Series A funding
7. Smart laser light source manufacturer "Gongda Laser" completed nearly 100 million yuan A round of financing
8. Artificial olfactory sensor developer "Zhongke Microsensitivity" completed a multi-million yuan seed round financing
9. Station B invested in Chengdu Quilt Nest Network Technology Company, whichse business scope includes animation game development
10. The digital cloud platform for the steel structure construction industry ,"Guoxin Digital Innovation", completed tens of millions of yuan of seed round financing