Platform level dynamics
1、
JD.COM split Jingxi Commercial Group.
A few days ago, JD.COM was undergoing a new round of organizational restructuring. Jingxi Business Group under JD.COM Retail Group will be split within this month, and the original business line is expected to be integrated into other business groups with similar businesses before the end of June. Among them, Jingxi APP, Jingxitong (formerly JD.COM New Road) and Jingxi Pinpin will be merged into JD.COM Retail, among which, the 2B business Jingxitong will be merged into JD.COM Tongcheng Shopping Department to provide corresponding capabilities for the home business. Before the merger, Jingxi Commercial Group will carry out a series of personnel and business optimization. At present, the business adjustment of Jingxi has been completed, and only some businesses in Beijing and Zhengzhou have been retained.
2. Tencent established a new department of "Extended Reality" XR.
According to reports, three people familiar with the matter revealed that Tencent Holdings announced the formal establishment of the "Extended Reality" (XR) department on Monday, betting on the concept of virtual metauniverse as the next track. Tencent declined to comment. Three sources said that the department was established earlier this year, but it has been kept secret. It is said that the task of this department is to build XR services for Tencent, including software and hardware, adding that this department will be led by Shen Li, global chief technology officer of tencent games, and will become a part of Tencent's interactive entertainment business group.
3. The online paid video function.
A few days ago, some netizens found that there is an online paid video function, and users need to use the mobile APP to buy it before they can watch it. It is understood that the price of a series of video *** 10 episodes of an UP owner is 30 yuan, and the broadcast volume shows that the paid video has been played more than 10000 times. For paid videos, some netizens said it was acceptable, but others complained that the price was too high.
4. Xiaohongshu disposed of four MCNs and some authors to crack down on cheating in buying and selling accounts and brushing.
A few days ago, Xiaohong Bookstore released the "Publicity on the Cheating Behavior of Buying and Selling Accounts and Brush Amount of MCN Institutions". According to the announcement, four MCN organizations, including Meiqu Culture, Hanglinli.com, Juwei Media and Xiong Xiaoying, and some of their authors have the above-mentioned cheating behaviors, which seriously hurt Xiaohongshu's user experience, brand interests and community ecology. At the same time, the announcement said that "buying and selling accounts, cheating on bills, etc." It belongs to the category of false marketing content, which has caused great harm to the platform content ecology and platform reputation and seriously damaged the legitimate rights and interests of users. Xiaohongshu will continue to fight. "
5. In 2022, the cumulative order amount of JD.COM 618 exceeded 379.3 billion.
According to the official data of JD.COM, as of 23:59 p.m. on June 18, the cumulative order amount of JD.COM 618 in 2022 exceeded 379.3 billion. It is reported that 94% of districts and counties and 84% of towns and villages will be delivered on the same day or the next day. JD.COM Hourly Shopping and JD.COM Home provide "all-category hourly service" for more than 700 counties and cities nationwide/KLOC-0. The number of users who placed orders through JD.COM Hourly Shopping increased by over 400% year-on-year, and the peak of user visits per second in jingdong cloud increased by 154.5% year-on-year.
Xin Lijun, CEO of 6.JD.COM Retail: JD.COM is considering entering the takeaway business.
Xin Lijun, CEO of JD.COM Retail, said that JD.COM is studying the possibility of entering the take-away field. This will enable JD.COM to compete directly with Alibaba and Meituan, the two major rivals in the field of take-away.
Xin Lijun said that the company has "considered and studied" the launch of on-demand takeaway service. "As for when to start doing this, it depends on our ability and when we can build a talent team." He said. Xin Lijun did not elaborate on the takeaway plan in the interview, but he said that JD.COM. Dada Express, a logistics subsidiary of COM, has "strong ability" in the same city distribution.
New format news
1, Meta, Microsoft, NVIDIA and other technology giants set up the Metacosmic standard organization, but Apple was absent.
According to reports, on Tuesday, local time, Microsoft, Meta, Epic Games and 33 other companies and organizations set up a Meta-Universe Standards Organization-Meta-Universe Standards Forum, but Apple was absent. It is reported that the Meta-Universe Standards Forum is a new alliance dedicated to supporting the development of the Meta-Universe, which can be joined for free. As part of its responsibilities, the organization will establish consistent terminology for the concept of metauniverse. Neil Trevor, an executive from NVIDIA, is the chairman of the forum.
2. Yu: The anchor with goods needs cultural training to open the New Oriental Electronic Business School in the future.
The founder of New Oriental mentioned in the live broadcast on the 20th that an e-commerce school may be opened in the future. Internet celebrities and anchors who are doing e-commerce live broadcasts now actually need a kind of cultural cultivation, and this kind of cultural cultivation can't be better than New Oriental. We plan to open an electric power business school, not to make money, but to improve the overall level of China anchors. If it is established, I will attend the class in person, and I will also let Dong and other well-known anchors attend the class.
3. The regional business of Boxma was laid off, the procurement line was abolished and it returned to the headquarters.
According to a number of people close to Box Horse, Box Horse began a new round of layoffs in May this year, mainly concentrated in the procurement and operation departments of various local regions, with a buffer period of one month until the end of June. This time, Box Horse is not laying off employees according to the overall proportion, but optimizing and adjusting specific business departments and positions. The laid-off businesses in the above areas will be concentrated in the group headquarters for unified planning and management.
The first store of 4.JD.COM Mall in Wuhan settled in Wuchang.
A few days ago, JD.COM and Wuhan Metro Group reached a strategic cooperation, and JD.COM Mall entered the Qinyuan Road project of Wuhan Metro, which is expected to open next year. The two sides will carry out all-round cooperation in modern retail, industrial development, smart procurement, railway logistics, smart commerce and other fields, and Wuchang Riverside will add a JD.COM Super Experience Store.
5. "One Life Museum" closes all offline stores.
All the stores of the short video head from the media offline chain brand "One Life Museum" have been closed at present, and will fully return to online in the future. 2065438+September 2008, the first offline store "One Life Museum" of "One" landed in Shanghai, opening 18 stores in the peak period. Just over three years have passed, and "One" has experienced a cruel test.
6. The "automatic milk tea machine" independently developed by Naixue was put into use.
The "automatic milk tea machine" that appeared many times in Naixue's financial report has been officially put into use in stores. According to its introduction, the automatic milk tea machine can finish a cup of tea in less than 10 second at the earliest, and the production capacity is increased by about 40%. It is reported that the "automatic milk tea machine" was completely developed by the Naixue digital team and has been tested and used in more than 100 stores. It is expected to be put into use in all stores in Naixue in the third quarter of 2022. In addition, a series of equipment such as "automatic milk capping machine" and "automatic tea soup homogenizer" have also entered the stage of scale test.
7. Uniqlo plans to open 20 new stores nationwide in June.
Uniqlo plans to open 20 new stores nationwide in June, covering Yunnan, Sichuan, Anhui and Zhejiang provinces. Among them, Uniqlo will open new stores in Shengzhou, Yueqing, Yongkang, Huainan and Jingmen, Hubei. In addition, Uniqlo Shanghai Baoshan Riyueguang Store and Shanghai Zhonggeng Roaming City Store are scheduled to open on June 24th.
New consumption observation
1, Guo Ming: It is estimated that the shipment of Pico VR headsets will increase by at least 40-50% in 2022.
Guo Ming Tan, an analyst at Tianfeng International, said that thanks to the huge potential demand and rapid growth in China, it is estimated that the shipment of Pico VR headsets will increase by at least 40-50% year-on-year in 2022, reaching 65,438+000-65,438+05,000 units. Meta slowing down VR hardware investment will help Pico grow in non-China market.
2. The brand of shoes and clothing "reloaded" received 30 million Pre-A round of financing from Lanchi Venture Capital.
The footwear brand "Reload" recently completed the 30 million Pre-A round of financing led by Lanchi Venture Capital. This round of funds will be used for the supply chain construction and content creation of shoes and clothing brands, as well as attracting more outstanding talents to join. "Reload" is a brand of shoes and clothing invested by "making friends". According to Le Yan, the person in charge of the company, the company is currently conducting a round of financing.
3. Tianfeng International Guo Ming: Meta postponed all new earphone /AR/MR hardware projects until after 2024.
Guo Ming Tan, an analyst at Tianfeng International, said on the social platform that Meta postponed all new earphone /AR/MR hardware projects after 2024, and lowered its shipment forecast in 2022 by 40%.
4. Fresh braised beef hot pot brand "Niu Shuangshuang" received nearly 10 million yuan of angel round financing.
The brand of fresh braised beef hot pot "Niu Shuangshuang" has recently completed nearly 10 million yuan of angel round financing, and the investors are Meihua Venture Capital and Zhilian Capital. Niu Shuangshuang features "hot pot+beef hot pot" and focuses on polishing the community hot pot restaurant model of 100~200 square meters. After this round of financing, Niu Shuangshuang will continue to improve the digitalization level of the upstream supply chain and steadily expand its stores.
It is said that the application for listing famous products in Hong Kong has been approved.
According to the media quoted people familiar with the matter, Ming Xiaopin, a home consumer goods retailer listed in the United States, obtained the approval of the Hong Kong Stock Exchange for its dual listing application in Hong Kong. People familiar with the matter also said that the listing Committee of the Hong Kong Stock Exchange held a hearing on Thursday and approved the listing application of famous products. One of the people familiar with the matter said that the company is considering issuing shares to raise no more than $654.38 billion. The issuance plan is still under discussion, and the details such as financing amount and time may still change.
6. VETRESKA, a card-free pet brand, received tens of millions of dollars in three rounds of financing.
Recently, VETRESKA, a pet lifestyle brand, announced that it has completed three rounds of financing of tens of millions of dollars from 202 1. The brand was founded on 20 17, with female cat owners as its main target customers. In 2020, Unka began to lay out the global market. In 20021year, the unauthorized overseas distribution business achieved exponential growth, and the daily sales of Amazon Prime Day reached hundreds of thousands of dollars. By the end of 20021,Unka had covered more than 80 offline cities and opened four offline cat spaces in Shanghai, Hangzhou and Chengdu. Next, Unka will continue to open brand offline experience stores in major cities in China.
7. Make-up brand Funny Elf got round A financing.
Make-up products Funny Wizard recently completed tens of millions of yuan in Series A financing. The brand focuses on the research and development of low-cost lasting foundation products, and has launched two product lines: makeup powder and liquid foundation. At present, the online sales channels of the brand are concentrated in Tmall flagship store, Tik Tok and distribution channels, and the content operation is carried out in Xiaohongshu, with more than 1000 offline sales outlets. 202 1, the whole company is in a profitable state, with online sales exceeding 200 million yuan and revenue increasing by 1300% year-on-year.
8. Adopt a cow and complete the listing counseling.
A few days ago, CITIC Securities published in Zhejiang Securities Regulatory Bureau the "Report on Adoption of a Cattle Holding Group Co., Ltd. for Public Offering and Listing Counseling", which showed that the adoption of a cow and CITIC Securities signed a counseling agreement on September 30, 20021year, and carried out counseling work. CITIC Securities believes that the adoption of a cow has achieved the purpose of counseling and has the basic conditions for entering the securities market.
The adoption of a cow was established on 20 14, and the integrated business model of large-scale dairy farming, dairy production and processing, and online and offline sales was implemented. In April this year, a brand-new beef cattle division was established.
9. Xicha invests in niche coffee
Tianyancha App shows that a few days ago, a few coffee affiliated companies Hefei Our Light Food Co., Ltd. made industrial and commercial changes, adding Red Spoon Beverage (Zhuhai) Co., Ltd. (Xicha affiliated company) as a shareholder, holding about 12%. Xiaoqun was founded on 20 17, focusing on the selection, baking, quality control, training and consultation of fine coffee raw beans.
10, the community fast food chain "Wuweixiaomian" received millions of angel rounds of financing.
The community fast food chain "Wuwei Noodle" received millions of angel round financing, with Yicheng Industry, Asian Noodle Company and Xinlian Holdings as investors and Mamba Capital as financial consultant. According to founder Luo Zan, this round of financing will include store expansion, brand upgrade and team building.
1 1, Shanghai Dapeng VR completed a new round of financing of tens of millions of yuan.
A few days ago, Shanghai Dapeng VR announced the completion of a new round of tens of millions of yuan financing, which was jointly invested by Huaqiang Capital, Qian Yi Capital and Lian Xin Fund, an industrial fund of United Optoelectronics. This round of funds will be used to continuously increase investment in core technologies, product research and development, introduction of high-tech talents, and upstream and downstream ecology. Dapeng VR, founded on 20 15, is an artificial intelligence virtual reality product and content company. Its products include VR all-in-one, PC-VR helmet, and 3D playback of pan-entertainment VR content platform.
12, Qi Le, the XR creative platform, received nearly 100 million yuan in Series A financing.
Recently, Qi Le, a XR virtual creation platform company, has announced the completion of a round of financing of nearly 1 100 million yuan. This round of financing was led by AVIC Trust, followed by Lacarra and Blue Cursor. This round of financing will be used for the research and development of domestic independent XR virtual creation platform, which will promote the application expansion and commercialization of XR creation in key industries and help the construction of the meta-cosmic ecosystem.
Qi Le Infinite is a cultural technology company focusing on XR high simulation. The business scope covers enterprise metauniverse SaaS platform service, high simulation AI virtual life generation, metauniverse real-shot all-round solution, XR high simulation somatosensory simulation and other fields, forming XR closed-loop capability from algorithm to product to industry solution.
13, Squirrel Collection, a digital art collection platform, completed a round of financing10 million RMB.
A few days ago, the Squirrel Digital Storage Platform, a platform of Wuhan Youth Chuangyi Network Technology Co., Ltd., officially held the A round financing signing ceremony in Wuhan Ketou. The amount of this round of financing is100,000 yuan, which is mainly used for early team laying, technology research and development, and public chain construction.
Squirrel digital collection is a new e-commerce platform for digital art collection in China. Adhering to the concept and development idea of "digital creates value and technology leads the future", we will combine blockchain technology with cultural relics, cultural tourism and cultural and creative derivatives, and unite various IP institutions, creators and digital collection service providers to build a real bridge between art works and collectors, and realize the safe and efficient free circulation and collection of digital collections.
14, the digital collection platform Panda Art completed the seed round financing.
A few days ago, Panda Art completed a seed round financing of RMB 2 million, with Tammy as the investor. Panda art is a digital collection platform, which promotes the development of metacosmic industry through the concepts of art and creativity. Connect the trend with cross-border art, so that creators, brands and consumers can better connect. Relying on the foundation of the central bank's digital currency DCEP alliance chain, we are committed to building the world's largest compliance digital collection platform.
15, Jin Bio, the head of microbial protein synthesis enterprise, completed a round of financing10.40 billion RMB.
Recently, Jin Bio, the head of microbial protein synthesis enterprise, completed the Series A financing of 6543.8 yuan+400 million yuan, which was led by Bits x Bites, Storway Capital, Sherpa Investment, Gaochun Venture Capital, Far Wing Investment and Country Garden Venture Capital. At present, the first generation of new protein of Changjin Biotechnology has produced concept products such as milk, yogurt, biscuits, chocolate, candy and bread.
16, Mi Tao Zhilian, a provider of home fitness equipment, received $30 million in financing.
Recently, Tao Tao Zhilian, a home fitness equipment provider, has completed two rounds of financing. Institutional investors include IDG capital and some individual investors, and the accumulated financing amount is about 30 million US dollars.
Mi Tao Zhilian was founded on 20 15, and developed a high-end home intelligent training equipment-S Plan Model S. The official price of this product is 29,998 yuan. A person can exercise freely at home without the help of others. It can realize the routine training programs of traditional gymnasiums, including shaping, reducing fat, building muscles, strengthening heart and lungs and other fitness programs.
17, the beverage service provider Riyuan Beverage completed tens of millions of yuan financing.
According to the FoodBud Food Capital Bureau, Riyuan Beverage, which provides customized beverage solutions for chain restaurants, has completed a new round of financing of tens of millions of yuan. The investors are Mei Jia Packaging, Jinding Capital and Shengyin.
Riyuan Beverage was established in 20 1 1, and its production center is located in Shangrao, Jiangxi. Yangmei digital industrial base is located in Lanxi, Zhejiang. At present, it has formed an integrated development model of planting, production, research and development, design, training, standards, talents and supply chain, and is determined to build an ecological chain for the whole beverage industry. At present, Riyuan Beverage has cooperated with more than 500 brands, covering more than 10000 stores.
18, the craft beer brand Honghe wine industry received 3 million yuan angel round financing.
A few days ago, Honghe Wine Industry completed 3 million RMB angel round financing. Honghe Liquor Industry is a brand of craft beer, integrating R&D, packaging design and production, focusing on brewing simple and delicious wine, and positioning itself as an MCN organization in the subdivision of craft beer industry. At present, it owns dozens of brands, among which the craft beer brands include two series: "Sao Ke" and "Fu Qiang", trying to combine the traditional local characteristics with the classic beer style.
19. Pet insurance service provider An 'an Aichong Mutual Assistance received 6 million RMB angel round financing.
A few days ago, the parent company Yi 'an (Guangzhou) Technology Co., Ltd. of An 'an Pet Care Co., Ltd. completed 6 million RMB financing, and the investor was Pan An Investment Co., Ltd. An 'an Pet Care Co., Ltd. is another protection method for pet users besides pet insurance, which is similar to the previous mutual care treasure, which is equivalent to applying the mutual care treasure model to pets. Mutual aid program covers 100 common diseases and accidents of cats and dogs. Users recharge 49.9 yuan for the first time to become mutual aid members. After 60 days of observation (to prevent illness and join the plan), they can enjoy the protection, receive treatment in the pet hospital and get assistance (the upper limit is 3000 yuan). The upper limit of single person's single apportionment is 5 yuan.
20. Dairy brand? Armilk completed tens of millions of Pre-A rounds of financing without a knife.
FBIF News, Dairy Brand? Armilk Wudao has completed tens of millions of Pre-A rounds of financing, led by QY Capital and followed by Yi San Capital. This round of funds will be mainly used for brand development, marketing and channel construction. ? Founded in September, 2020, Armilk Wudao focuses on Greek yogurt category and is positioned as "China's new generation of high-end yogurt". At present, its * * * has three series: basic, sharing and enjoyment, which belong to "Greek yogurt" and "Greek yogurt base" respectively. The difference is that the latter added jam on the basis of Greek yogurt.
2 1, convenient for fast-food dogs to complete tens of millions of rounds of financing.
China Bagou announced the completion of two rounds of financing. The latest round of financing was led by Qianxing Capital, followed by industrial investors Ming Can Capital and Peanut Diary. The total amount of two rounds of financing is tens of millions of yuan. Bagou was founded on 20 19, focusing on the research and development of addictive local traditional noodles, and has successively launched more than 20 kinds of fast food products such as Liuzhou snail powder and Guilin rice noodles. Products are available in bags, barrels and anti-greedy cups, which can adapt to different channels and consumption scenarios.
22. The clothing brand Thumb Xiaobaixiao T received a series B financing of 65.438+0.7 billion yuan.
A few days ago, the clothing brand Thumb Xiaobaixiao T completed the series B financing of 65.438+0.7 billion yuan, which was led by Meihua Venture Capital, followed by Huaying Capital, Zhongzhe Group and Belle Consumer Fund. This round of financing will be used to build a laboratory to help brands develop high-tech fabrics. At the same time, it will also cover brand building, overall digital transformation, product matrix expansion and business layout of offline stores and overseas markets.
Thumb White T was founded on 20 19. Starting from men's basic T-shirts, it launched explosive items through Tik Tok and other content channels to complete the cold start. At present, the annual revenue of Thumb White T202/KLOC-0 is about 600 million yuan, an increase of over 6 times. At the same time, its private domain repurchase exceeded10 million in a single month, and the comprehensive repurchase rate of all channels exceeded 20%.
other
1. Central Committee for Deep Reform: All financial activities such as payment of platform enterprises should be regulated according to laws and regulations.
According to CCTV news, the 26th meeting of the Central Committee for Comprehensively Deepening Reform was held on the afternoon of June 22nd. The meeting stressed that it is necessary to bring all financial activities such as payment of platform enterprises into supervision according to laws and regulations, take serving the real economy as the foundation, adhere to the licensed operation of financial business, improve the rules and systems of payment field and risk prevention and control system, and strengthen the supervision of the whole chain and all fields before and after the event.
It is necessary to strengthen the supervision of financial holding companies and platform enterprises involved in the supervision of financial institutions, and strengthen the supervision of Internet deposits and loans, insurance, securities, funds and other businesses.
It is necessary to protect the legitimate rights and interests of financial consumers, strengthen the anti-monopoly and anti-unfair competition supervision of platform enterprises, strengthen the supervision of platform enterprises' precipitation data, and standardize big data killing and algorithmic discrimination. It is necessary to strengthen the supervision responsibility of relevant departments, improve the pattern of coordinated supervision between the central and local governments, strengthen functional supervision, penetrating supervision and continuous supervision, strengthen supervision cooperation and joint law enforcement, maintain consistency between online and offline supervision, and resolutely investigate and deal with illegal financial activities according to law.
2. Shanghai: Reduce the water and electricity costs of non-resident users in stages.
The Shanghai Development and Reform Commission and other departments issued a notice on reducing the water and electricity costs of non-resident users in this city in stages to help enterprises resume work, production and market. Non-resident water users, non-resident electricity users (including electricity market users) and non-resident pipeline natural gas users (excluding gas-fired power generation enterprises) will be given a financial subsidy of 10% of the cost of water, electricity and gas from June to August.
3. The state intends to prohibit third-party platforms from directly participating in online drug sales.
According to Sina Finance, a few days ago, the State Administration of Pharmaceutical Products issued the Regulations on the Implementation of the Drug Administration Law of People's Republic of China (PRC) (Revised Draft for Comment), and the one-month public consultation has officially ended. With the increasing scale of the drug retail market of third-party platforms, the state will further clarify the relevant management obligations. Article 83 added this time clearly stipulates that third-party platform providers may not directly participate in drug online sales activities.
4.Tik Tok Group reached a strategic cooperation with CCTV and became the rights-holding broadcaster of the 2022 World Cup.
On June 2 1, China CCTV and Tik Tok Group jointly held a cloud release event, announcing that Tik Tok Group will become the licensed broadcaster of FIFA 2022 in FIFA World Cup Qatar 2022 in 2022 and the strategic partner of China CCTV live broadcast.
5. The two departments jointly issued the Code of Conduct for Network Anchors.
According to CCTV news, the State Administration of Radio, Film and Television and the Ministry of Culture and Tourism jointly issued the Code of Conduct for Network Anchors. The Code clarifies that for live broadcast content with high professional requirements (such as medical and health care, finance and economics, law, education, etc.), the anchor should obtain corresponding professional qualifications and report the professional qualifications to the live broadcast platform, which should review and record the qualifications of the anchor. The Code requires that the accounts of network anchors with serious problems and repeated prohibitions should be banned, and the relevant network anchors should be included in the "blacklist" or "warning list", and they should not be broadcast again in the form of changing accounts or platforms.
6.Meta will launch Avatars Store, a virtual clothing store, and Prada will be stationed.
/kloc-in June of 0/7, Zuckerberg, the founder of Facebook parent company Meta, said that a virtual clothing store called Avatars Store is being launched on platforms such as Facebook, Instagram and Messenger, and users can buy virtual clothes for their avatars. Avatars Store initially introduced brands such as Balenciaga, Prada and Thom Browne. A spokesperson for Meta said that the price of these virtual clothes will be between 2.99 and 8.99 dollars.
7.FOREVER 2 1 will return to China market for the third time.