School of Finance · One week hot news | Global APP revenue in the first half of the year, Tencent, byte beating in the top two

1. Macro

1. Ministry of Industry and Information Technology: By 2025, amend more than 100 intelligent connected cars related standards

On September 16th, the Ministry of Industry and Information Technology publicly solicited opinions on the "Guidelines for the Construction of the National Vehicle Industry Standard System (Intelligent Connected Automobile) (2022 Edition)" (Draft for Opinion). Smart connected car standard system for general functions. Create and revise more than 100 intelligent connected vehicles.

2. 73 domestic games were approved, and NetEase and Tencent were finally on the list

On the evening of September 13, the National Press and Publication Agency released the domestic online game approval information, and a total of 73 games were approved.

Among them, Netease's "All -Star Street Pill Party" and the self -developed game "Health Defense War" operated by Tencent's affiliated company passed this approval. Earlier, Netease had not got the game version number for two consecutive months. In addition, in the game of the batch number, the key games also include the "Alien Directive" of Zhongqingbao.

3. In the first half of the year, the global APP revenue survey was released: Tencent, byte beating in the top two

On September 11, the latest report of Sensor Tower Store Intelligence showed that the top 1% of APP publishers in the first half of 2022 accounted for 91% of the entire market, about $ 42 billion. Tencent topped the list with a revenue of about 3.3 billion US dollars, 153%higher than the second place beating ($ 1.3 billion).

4. China Xintong Institute: Apply for 89 mobile phone products in the second quarter, 5G mobile phone models accounted for 55.1%

According to statistical analysis of the China Information and Communication Research Institute, 89 mobile phone products applied for online inspection in the second quarter of 2022, of which 49 mobile phones, 55.1%of the models, decreased by 2.3 percentage points compared with the second quarter of 2021, decreased by 2.3 percentage points It is flat compared with the first quarter of 2022; 37 of which 4G mobile phones, 41.6%of the models, compared with the second quarter of 2021, 4G mobile phone models have decreased by 0.2 percentage points, compared with the first quarter of 2022, in the first quarter of 2022 Compared with 2.3 percentage points, 2G mobile phones account for 3.4%; 3G mobile phone models account for 0.

Second, company

1. Tencent Game overseas investment exceeds 100 billion

According to CITIC Securities Research Report, since 2012, Tencent has spent at least 97.867 billion yuan and invested 33 overseas game companies, including fist companies that develop "League of Legends" and develop "Royal War" Supercell. Considering that the sample omissions are omissions, the overall investment amount is 100 billion yuan. Tencent Games executives have stated that in the future, the income of Tencent Games constitutes the goal of half of the domestic and overseas.

2. The iPhone 14 series mobile phones have not been available for sale.

According to reports, the iPhone 14 series, which was officially released on September 16th, has appeared on the 15th, and the general price increase is more than 2,000 yuan or even 3,000 yuan. According to multiple mobile phone dealers, oxen, etc., the three iPhone premiums that can currently raise the spot ranging from 200-4000 yuan, and different colors and internal deposits have different prices according to demand. Among them, the highest premium is the iPhone 14 Pro Max purple model. The original price of 1TB memory model is 13499 yuan, and the spot price of channels has reached more than 17,000 yuan.

3. Weilai mobile phone will take a high -end route

According to reports, Weilai mobile phones, which were originally planned to be released by the end of this year, will be postponed, and are expected to be released at the end of next year. Li Bin, the founder of Weilai, once said that Weilai mobile phones are currently being promoted, and in the future, one year will be launched like Apple. According to the "Future Auto Daily", the Weilai mobile phone team has more than 300 people, and the background of the employee includes OPPO, Meitu and Huawei. The new machine will be positioned as a high -end flagship with a maximum configuration price of 7,000 yuan.

4. Byte beating plan costs $ 3 billion to repurchase the shares of about 300 billion US dollars

News on September 16th, on Friday, local time, a memorandum of bytes beating to investors showed that the company was planning to spend $ 3 billion to repurchase shares, which valued its value of about 300 billion US dollars. According to foreign media quoted people familiar with the matter, the move is mainly to help some shareholders improve their mobile funds. It is reported that the byte beating has previously considered the first public offering (IPO) in Hong Kong, but the company said in April last year that there is currently no listing plan.

5. Mingchuang Youpin is accused of "fraudulent listing documents"

On September 13, local time, a group of famous investors intends to accuse Mingchuang Youpin's violation of the US Federal Securities Law. Claine's law firm in the United States says that there are major contents of false, misleading, and unintelligorating the IPO registration statement, including the number of Mingyoupin stores disclosed by the company than the registration statement of the IPO and related prospectus The quantity, the amount of concealment of the real cost, and the fact that the real business model is not disclosed. The law firm also questioned that the defendant, including the chairman of the famous and innocent product, conducted a planned and unclear transaction. At least one of these transactions makes Famous and Chuangyou facing the risk of violating Chinese laws and regulations.

6. Quick -handed business adjustment: Cheng Yixiao led the e -commerce, Xiao Gu was transferred to the local living business, CEO Cheng Yixiao will be the first person in charge of the fast -handed e -commerce since mid -September, and personally lead the team's e -commerce department. Xiao Gu, senior vice president of Kuaishou and the head of the former e -commerce department, will be transferred to the head of the local living business. At the same time, Kuaishou's local life will be upgraded to first -level departments parallel to the main station, commercialization, e -commerce, and internationalization. The adjustment of this adjustment shows that the importance of e -commerce and local living business has been further improved.

Third, view

1. Musk Boom fuel vehicle: fuel vehicle will be the next steam engine

On September 13, Musk posted on Twitter and Weibo that fuel vehicles would be the next steam engine, and its remaining value would be much lower than people imagined. This is not the first time Musk has made a clear "bombardment" fuel vehicle. However, the current Model 3 and Model Y sales are very good, and Tesla's motivation for launching new models in a short time has decreased.

2. Cui Dongshu: The export shock of the domestic car is not expected to be serious

Cui Dongshu, Secretary -General of the Federation, told the First Financial reporter: "It will have a certain degree of impact, but the impact should not be as serious as the outside world expectations." His analysis said that even after the subsidy was calculated, most American electric vehicles prices were high in high price. Price of electric vehicles produced in Chinese companies.

3. Experts; prefabricated dishes are like pigs and dogs, and lock -up restaurants should also eat less

Recently, Wang Zhigang, the founder of Zhigang Think Tank, said in the prefabricated dish, "That's a pig and dog food, don't eat prefabricated dishes. You must know how to live. Don't eat chain shops. Once chain, it doesn't make sense. "What do you think of the development of pre -made dishes?

4. Honor CEO Zhao Ming: Apple is not terrible, the product is not too far away from it

On September 15th, Honor held a new autumn product launch conference to release notebook products such as Honor X40 mobile phones and MagicBook V 14, new Magicbook X series, etc., and also released the Honor tablet X8. After the press conference, Zhao Ming said in an interview with the media that detailed analysis of the company's planning in technology, markets, and products, and telling his views on the current mobile phone market.

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