Platform level dynamics
1、
JD.COM broke up Jingxi business 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 dismantled 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, Jingxi Tong (formerly JD.COM New Road) and Jingxi Pinpin will be merged into JD.COM Retail, among which, the 2B business Jingxi Tong will be merged into JD.COM Tongcheng Shopping Department to provide corresponding capabilities for home business. Before the merger, Jingxi Business 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 are reserved.
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 virtual metauniverse concept for 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 Li Shen, global chief technology officer of tencent games, and will become part of the interactive entertainment business group of Tencent.
3, bilibili online paid video function.
A few days ago, some netizens discovered that bilibili has the online paid video function, and users need to use the mobile APP to buy it before watching it. It is understood that the price of a series of videos *** 10 by an UP owner is 30 yuan, and the amount of play shows that the paid video has been played more than 1 10,000 times. For paid videos, some netizens said they could accept it, but some people 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, Hangzhou Neighborhood Network, Juwei Media and Xiong Xiaoying, and some of their authors have the above-mentioned cheating behaviors, which seriously hurt the user experience, brand interests and community ecology of Xiaohongshu. At the same time, the announcement said that "buying and selling accounts, cheating on brushing, etc. belong 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 crack down on it."
5. In 2022, the cumulative order amount of JD.COM 6 18 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 6 18 in 2022 exceeded 379.3 billion. It is reported that 94% of districts and counties and 84% of towns and villages deliver the goods on the same day or the next day. JD.COM Hourly Shopping and JD.COM provide "all-category Hourly Arrival" service to more than 700 counties and cities nationwide. The number of users who place orders through JD.COM Hourly Shopping has increased by over 400% year-on-year, and the peak of user visits per second in jingdong cloud has increased by 154.5% year-on-year.
6. Xin Lijun, CEO of 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 takeaway field. This move will allow JD.COM to compete directly with Alibaba and Meituan, the two major rivals in the take-away field.
Xin Lijun said that the company has "considered and studied" the launch of the on-demand takeaway service. "As for when to start doing this, it will depend on our ability and when we can build a talent team." He said. Xin Lijun did not elaborate on the take-away plan in the interview, but he said that JD.COM's logistics subsidiary Dada Express has "strong capabilities" in the same city distribution.
New format news
1, Meta, Microsoft and NVIDIA and other technology giants set up the Meta-Universe Standards 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 meta-universe. Neil Trevor, an executive from NVIDIA, is the chairman of the forum.
2. Yu Minhong: The anchor with goods needs cultural training to open the New Oriental Electronic Business School in the future.
Yu Minhong, the founder of New Oriental, mentioned in a live broadcast on the 20th that an e-business school might be opened in the future. Online celebrity and anchor, who are now doing e-commerce live broadcast, actually need a kind of cultural training, and this kind of cultural training can't be better done by New Oriental. We plan to open a business school of electric power, not to make money, but to improve the overall level of China anchor. If it is established, I will go to class in person, and I will also let Dong Yuhui and other famous anchors go to class.
3. The regional business of Boxma was laid off and the procurement line was abolished and returned to the headquarters.
According to media reports from many people close to Box Horse, Box Horse started 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 retrenched business in the above areas will be concentrated in the group headquarters for unified planning and management.
4. The first store of 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 settled in 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, rail logistics, smart commerce and other fields, and a JD.COM Super Experience Store will be added to Wuchang Riverside.
5. "One Life Museum" closes all offline stores.
All the stores of the short video head from the offline chain brand "One Life Museum" of the media have been closed at present, and will fully return to the online in the future. 20 18 September, the first offline store "One Life Museum" of "One" landed in Shanghai, and at its peak, 18 stores were opened. Just over three years later, "One" has undergone a cruel test.
6. Naixue's self-developed "automatic milk tea machine" was put into use.
The "automatic milk tea machine" that appeared in Naixue's financial report many times before 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 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 and soup homogenizer" have also entered the 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, Zhejiang and other provinces. Among them, Uniqlo will open new stores in Shengzhou, Yueqing, Yongkang, Huainan, Anhui 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 expected 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 benefiting from the huge potential demand and rapid growth in China, it is expected that the shipment of Pico VR headsets will increase by at least 40-50% year-on-year to100-1500,000 units in 2022. Meta slowing down VR hardware investment will help Pico grow in non-China market.
2. The "reloading" of shoes and clothing brand won the 30 million Pre-A round of financing from Lanchi Venture Capital.
Footwear brand "Reload" has 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 "Make a Friend". According to Yan Le, 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 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 the 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 "Niu Shuangshuang" of fresh braised beef hot pot has recently completed nearly 10 million yuan of angel round financing, and the investors are Meihua Venture Capital and Zhilian Capital. Niu Shuangshuang is characterized by "Hot Pot+Beef Hotpot" and focuses on polishing 100~200 flat community hot pot model. After this round of financing, Niu Shuangshuang will continue to improve the digitalization level of the upstream supply chain and expand stores steadily.
5. It is said that the application for listing of famous products in Hong Kong was approved.
According to the media quoted people familiar with the matter, the application for dual listing of household consumer goods retailer Mingxiaopin listed in the United States in Hong Kong was approved by the Hong Kong Stock Exchange. People familiar with the matter also said that the listing Committee of the Hong Kong Stock Exchange held a hearing on Thursday and agreed to the listing application of the famous products. One of the people familiar with the matter said that the company is considering issuing shares to raise no more than 1 billion US dollars. The issuance plan is still under discussion, and details such as financing amount and time may still change.
6. VETRESKA, a pet brand without a card, 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 since the beginning of 20021. The brand was founded in 20 17, with female cat owners as the main target customers. In 2020, Unka began to lay out the global market. In 20021year, the unlicensed overseas distribution business achieved exponential growth, and the single-day sales in Amazon Prime Day reached hundreds of thousands of dollars. By the end of 20021year, more than 80 cities were covered offline, and four offline cat spaces were opened in Shanghai, Hangzhou and Chengdu. Next, Unka will continue to open brand offline experience stores in major cities in China.
7. FUNNY ELVES, the makeup brand, won the A round of financing.
FUNNY ELVES, a makeup product, 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: fixed makeup powder and liquid foundation. At present, the brand's online sales channels are concentrated in Tmall flagship store, Tik Tok, and distribution channels, and the content operation is carried out in Xiaohongshu, and the offline sales outlets have exceeded 1000. In 20021year, the whole company was 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' "Report on Adoption of a Cattle Holding Group Co., Ltd. for Public Offering and Listing Counseling" published by Zhejiang Securities Regulatory Bureau 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 reached the goal of counseling and has the basic conditions for entering the securities market.
The adoption of a cow was established in 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, it also established a brand-new beef cattle division.
9. Xicha invests in minority coffee
Tianyancha App shows that a few days ago, Hefei Our Light Food Co., Ltd., a minority coffee affiliated company, underwent industrial and commercial changes, and newly added Chishao Beverage (Zhuhai) Co., Ltd. (Xicha affiliated company) as a shareholder, holding about 12%. Minority was founded in 20 17, focusing on the selection, baking, quality control, training and consultation of fine coffee raw beans.
10, the community fast food chain "Five-flavored Noodles" received millions of angel round financing.
The community fast food chain "Five-flavored Noodles" has received several million yuan of angel round financing, with Yicheng Industry, Asia Noodle Company and Xinlian Holdings as investors, and Mamba Capital as financial advisor. 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 financing of tens of millions of yuan, which was jointly invested by Huaqiang Capital, Qianyi Capital and Lianxin 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. Founded in 20 15, Dapeng VR is an artificial intelligence virtual reality product and content company. Its products include VR all-in-one machine, PC-VR helmet, and 3D broadcasting on the pan-entertainment VR content platform.
12, XR creative platform Qi Le received nearly 100 million yuan in Series A financing.
Recently, XR Virtual Creation Platform Company Qi Le Infinite announced the completion of nearly 100 million yuan Series A financing. 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 meta-cosmic ecosystem.
Qi Le Infinite is a culture and technology company specializing in XR high simulation. Its business scope covers enterprise metauniverse SaaS platform service, high simulation AI virtual life generation, all-round solution of metauniverse live shooting, XR high simulation somatosensory simulation and other fields, forming XR closed-loop capability from algorithm to product to industry solution.
13, Squirrel Digital Collection, a digital art collection platform, completed the Series A financing of RMB 10 million.
A few days ago, the Squirrel Digital Storage Platform, a platform of Wuhan Youth Chuangyi Network Technology Co., Ltd., officially held a signing ceremony for round A financing in Wuhan Ketou. The amount of this round of financing was10 million yuan, and the funds were mainly used for early team laying, technology research and development, and public chain building.
Squirrel Digital Collection is a new e-commerce platform for digital art collections in China. Adhering to the concept and development idea of "Digital creates value and technology leads the future", it combines blockchain technology with cultural relics, cultural tourism and cultural and creative derivatives, and unites various IP institutions, creators and digital collection service providers to open a real bridge between artistic works and collectors, and realize the safe and efficient free circulation and collection of digital collections.
14, Panda Art, a digital collection platform, completed the seed round financing.
A few days ago, Panda Art completed 2 million RMB seed round financing, and the investor was Mita Investment. Panda art is a digital collection platform, which promotes the development of the meta-universe industry through the concepts of art and creativity. Connect the trend with cross-border art in series, so that creators, brands and consumers can better connect with each other. Relying on the foundation of the central bank's digital currency DCEP alliance chain, we are committed to building the world's largest compliant digital collection platform.
15, microbial protein synthesis enterprise Changjin Bio-completed10.40 billion RMB Series A financing.
Recently, Changjin Bio, a microbial protein synthesis enterprise, completed a round of financing of10.40 billion RMB, with the investment led by Bits x Bites, Storco Capital, Sherpa Investment, Gaoyou Venture Capital, Far Wing Investment and Country Garden Venture Capital. At present, the first generation of new protein of Changjin Bio-technology has produced concept products such as milk, yogurt, biscuits, chocolate, candy and bread.
16. Taotao Zhilian, a provider of home fitness equipment, received $30 million in financing.
A few days ago, Taotao Zhilian, a provider of home fitness equipment, has completed two rounds of financing. The institutional investors include IDG Capital and some individual investors, and the accumulated financing amount is about 30 million US dollars.
Founded in 20 15, Taotao Zhilian developed a high-end home intelligence training equipment-S Plan Model S. The official price of this product is 29,998 yuan. A person can also exercise freely at home without the help of others. Conventional training programs in traditional gymnasiums, including shaping, fat reduction, muscle gain, cardio-pulmonary strengthening and other fitness programs, can be realized.
17. Riyuan Beverage, a beverage service provider, completed tens of millions of yuan in 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 Jiamei Packaging, Jinding Capital and Shengyin.
Riyuan Beverage was founded in 20 1 1 year, 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 of the whole beverage industry. At present, Riyuan Beverage has cooperated with more than 500 brands and covered more than 10000 stores.
18, Honghe Liquor, a craft beer brand, received an angel round financing of RMB 3 million.
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 two series of craft beer brands are "Sao Ke" and "Fu Qiang", trying to combine traditional local characteristics with classic beer styles.
19. An 'an Aichong Mutual Assistance, a pet insurance service provider, received an angel round financing of RMB 6 million.
A few days ago, the parent company of An 'an Aichong Mutual Assistance, Yi 'an (Guangzhou) Technology Co., Ltd. completed 6 million RMB financing, and the investor was An Pan Investment Co., Ltd. Ann's pet-loving mutual assistance is another way to provide pet users with protection besides pet insurance, which is similar to the previous mutual treasure, which is equivalent to applying the mutual treasure model to pets. The mutual assistance plan covers common cat and dog diseases and accidents 100. Users become mutual aid members by recharging 49.9 yuan for the first time. After 60 days of observation (to prevent illness from joining the plan), they can enjoy protection, receive treatment in the pet hospital and get assistance (capped at 3,000 yuan). The upper limit of single person's single apportionment is 5 yuan.
20. Dairy brand? Armilk Wudao completed tens of millions of Pre-A rounds of financing.
FBIF news, dairy brand? Armilk Wudao has completed tens of millions of Pre-A rounds of financing, with QY Capital leading the investment and Yisan Capital following the investment. This round of funds will be mainly used for brand development, marketing and channel construction. ? Armilk Wudao was established in September, 2020, focusing on Greek yogurt category and positioning itself as "China's new generation of high-end yogurt". At present, its * * * has three series, such as Basic, Share and Enjoy, which belong to "Greek Yogurt" and "Greek Yogurt Base". The difference is that the latter adds jam on the basis of Greek Yogurt.
2 1, convenient fast-food dog completed tens of millions of yuan in Series A financing.
China Convenience Fast Food Bagou announced the completion of two rounds of financing. The latest round of financing was led by Qianxing Capital, and the industrial investors Canming Capital and Peanut Diary followed suit. The total amount of two rounds of financing was tens of millions of yuan. Bagou was founded in 20 19, and developed products around the addictive local traditional noodle. More than 20 kinds of fast food products, such as Liuzhou snail powder and Guilin rice noodles, have been launched. The products are available in three forms: bagged, barreled and anti-greedy cups, which can adapt to different channels and consumption scenarios.
22. The clothing brand Thumb White T was awarded10.70 billion yuan in Series B financing.
A few days ago, the clothing brand Thumb White Little T completed the10.70 billion B round of financing, 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 in 20 19, starting from the basic T-shirts for men, and starting explosive items with the help of Tik Tok and other content channels to complete the cold start. At present, the annual revenue of Thumb White Small T202/KLOC-0 is about 600 million yuan, an increase of over 6 times. At the same time, its private domain repurchase has exceeded 10 million in a single month, and the comprehensive repurchase rate of all channels has exceeded 20%.
other
1, Central Committee for Deep Reform: All payments and other financial activities 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 payment and other financial activities 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 participating 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 precipitation data of platform enterprises, and regulate the killing of big data and algorithmic discrimination. It is necessary to tighten the regulatory responsibilities of relevant departments, improve the pattern of coordinated supervision between the central and local governments, strengthen functional supervision, penetrating supervision and continuous supervision, strengthen regulatory cooperation and joint law enforcement, maintain the consistency of online and offline supervision, and resolutely investigate and deal with illegal financial activities according to law.
2. Shanghai: Reduce the cost of water, electricity and gas for non-resident users in stages.
Shanghai Development and Reform Commission and other departments issued a notice on reducing the cost of water, electricity and gas for non-resident users in the city in stages to help enterprises resume their work, production and market. For non-resident water users, non-resident power users (including power market users) and non-resident pipeline natural gas users (excluding gas-fired power generation enterprises), a financial subsidy of 10% will be given for the cost of water and electricity consumption 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, National Medical Products Administration issued the Regulations on the Implementation of the Drug Administration Law of the People's Republic of China (revised draft for comments), 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 shall not directly participate in drug online sales activities.
4. Tik Tok Group reached a strategic cooperation with CCTV to become the rights-holding broadcaster of the 2022 World Cup.
On June 2 1 day, CCTV and Tik Tok Group jointly held a cloud release event, announcing that Tik Tok Group will become a licensed broadcaster in FIFA World Cup Qatar 2022 and a strategic partner of CCTV's live broadcast in 2022.
5. The two departments jointly issued the Code of Conduct for Network Anchors.
According to CCTV news, the State Administration of Radio and Television and the Ministry of Culture and Tourism jointly issued the Code of Conduct for Network Anchors. The "Specification" clarifies that for live broadcast content that requires a higher professional level (such as medical and health care, finance and economics, law and education), 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 network anchors with serious problems and repeated problems should be banned from their accounts, and relevant network anchors should be included in the "blacklist" or "warning list", and it is not allowed to broadcast again in the form of changing accounts or changing platforms.
6. Meta will launch Avatars Store, a virtual clothing store, and Prada will be stationed.
On June 17, Zuckerberg, founder of Facebook's parent company Meta, said that a virtual clothing store called Avatars Store was being launched on platforms such as Facebook, Instagram and Messenger, and users could 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 prices of these virtual clothes will be between $2.99 and $8.99.
7. FOREVER 2 1 will return to China market for the third time.