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Entering the third quarter of 2022, the market is looking forward to a new phase with hope for the second half of the year, as market sentiment started to recover with the lift of the patchwork lockdowns, especially that in Shanghai, and in-person meetings making a return. This is also a good time to review and summarize the first half (H1) of 2022, a period characterized by uncertainties.
7月仲夏，希望重启。投资人、创业者以久违的自由姿态踏上2022下半程。我们发布首篇回顾文章，希望与您一同回看在不确定成为主题的上半年里，日初以及我们的被投企业的所得所感。 |
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| ▍ WonderLab — Issued standards for ready-to-eat probiotics |
As a market-leader in the probiotics industry in China, WonderLab issued guidelines of ready-to-eat probiotics called "Wonderforme" at the Fourth China Gut Industry Conference on May 29. Wonderforme includes metrics ranging from ingredients to formulation to conclude a standard for ready-to-eat probiotics products. ■ More information
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| ▍ WonderLab —— 发布wonderforme即食益生菌标准 |
5月29日，在GUT2022第四届中国肠道产业大会上，WonderLab作为益生菌先锋品牌，受邀在大会上发布了「wonderforme即食益生菌标准」，从安全来源、纯净配方、临床验证、稳定存活、合理配伍、全链品控6大方面入手，以更高标准要求自身，助力行业标准化建设，引领产业的高质量发展。■ 阅读更多
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| ▍ EQLZ INC. — A major step in global strategy with the launch of new brand EQLZ® |
In June, the Company launched a new brand EQLZ®, making a major step into the global market. HYPEBEAST, the Vogue-vane of street fashion industry, recognized EQLZ® as creator of 'Sneakers of the New Era', whose vision of sneaker culture and community transcends time and space. ■ More information
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| ▍ EQLZ INC. —— 打造未来球鞋 |
6月，发布全新品牌EQLZ®，全球市场战略正式启航，国际权威潮流媒体HYPEBEAST评价：“EQLZ®对球鞋文化与社群的思考并不为今时今日所局限，他们在构想‘未来球鞋’。■ 阅读更多
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| ▍Baoyun Group — Contribution to intelligent manufacturing cause of China |
On April 8th, a micro-satellite sponsored by Baoyun Group, successfully entered the Intenet of Data (IoD) satellite node of its planned orbit. The satellite node linked the first batch of digital objects generated in space with BDWare's IoD. As a solid illustration of the connectivity and effectiveness of IoD satellite-terrestrial link, it's also the first step to build an integrated satellite-terrestrial system. This is a major technological achievement of BAOYUN micro-satellite after it contributed to HUAWEI CLOUD's Cloud Native's verification in space for the first time. ■ More information
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| ▍ 宝酝集团 —— 宝酝号卫星助力中国智造 |
4月8日，宝酝集团冠名的「宝酝号」卫星成功进入预定轨道的全球首个数联网卫星节点，成功将在太空生成的首批数字对象接入北大数瑞数联网，验证了数联网星地链路的连通性和有效性，标志着数联网迈出了从地面到太空、建设天地一体数字空间基础设施的第一步。这是 「宝酝号」继助力华为云原生首次在太空得到验证后的又一重大科技成果。■ 阅读更多
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| ▍ Robosen Robotics, Inc. — Launch of the Complete Version of Optimus Prime |
Robosen released a limited number of the Flagship Optimus Prime Trailer Kit on April 13 at Hasbro Pulse Fan Fest. The kit is a complete form of the popular Auto-Converting Optimus Prime robot, which was jointly created by Robosen Robotics, Inc. and Hasbro released in 2021. ■ More information
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| ▍ 乐森机器人 —— 擎天柱完全体面世 |
robosen在孩之宝（Hasbro）全球粉丝节上发布了「乐森擎天柱车厢套件」旗舰版，并于 4 月 13 日凌晨 1 点开始面向全球限量发售。这是继乐森去年发布与孩之宝联合打造的全自动变形机器人「乐森擎天柱」后，完成这一爆款 IP 的完全体形态。■ 阅读更多
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| ▍Hotmaxx — Supporting Shanghai |
In the spring of 2022 when Shanghai was locked-down due to the pandemic, Hotmaxx, as a Shanghai born company, devoted itself to charitable causes despite the supply chain jams, store closures, and staff shortages, it eased supply shortages by all means for those in need. ■ More information
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| ▍好特卖 —— 希望成为上海的春天 |
这个春季，上海被疫情按下暂停键。好特卖作为沪上本土的保供企业，在供应链的阻隔、门店关闭、人手不足等重重困难下，通过招募爱心团长、提供并配送食品救援包等行动，持续为老年人群体、困难家庭、外来务工人员、一线医务工作者缓解物资补给之难，点亮疫情下的一丝微光。■ 阅读更多
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| ▍HEYTEA — Igniting Shenzhen under COVID-19 resurgence |
After the Chinese New Year, Shenzhen has seen a resurgence of the COVID-19 when local citizens were obliged to take daily nucleic acid test. HEYTEA joined hands with a local community to design a special testing site to cheer people up during the pandemic. ■ More information
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| ▍喜茶 —— 南国之春，不可浪费 |
农历新年至4月初，疫情在深圳卷土重来，每日核酸成为市民常态。喜茶联合深圳市粤海街道海珠社区打造“平安·喜粤”主题核酸检测点。通过喜茶的设计，鼓励深圳居民以积极乐观的心态参与防疫，也让等待核酸的过程多一些趣味和喜悦。■ 阅读更多
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| ▍WonderLab — Joining Hands with Zhongnanshan Foundation and Attending to Shanghai |
WonderLab signed a strategic cooperation agreement with Zhongnanshan Medical Foundation of Guangdong Province in March. Covering a wide range of aspects, the cooperation aims to better equip people with scientific health knowledge in order to help improve their bowel health. During the pandemic, both sides jointly donated nutritious Wonderlab products such as cereal bars and effervescent vitamin C products to local hospitals, which were of great comfort and support to medical workers. ■ More information
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| ▍ WONDERLAB —— 与广东省钟南山医学基金会合作，守“沪”健康 |
3月，广东省钟南山医学基金会与WonderLab正式签署战略合作协议，将从医学科研、健康科普、爱心公益、乡村振兴等维度共同开展深作，普及科学健康知识，帮助国人科学守护肠道健康。上海疫情期间，双方联合向上海多家医院捐赠WonderLab双层脆心谷物棒、蛋白元气羹、维C泡腾片，守护坚守在一线的医护人员的健康。■ 阅读更多
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| ▍ Dim Sum Bureau of Momo — Celebrating first anniversary of Momo Silent Plan |
In May 2021, Dim Sum Bureau of Momo launched Momo Silent Plan, recruiting people suffering from hearing or speaking impairment for baking training and opened a shop managed by them. Many of them participated in the program over the past year, and the project is expected to bring upon warmth to more. ■ More information
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| ▍ 墨茉点心局——墨茉·无声计划一周年 |
去年5月，墨茉点心局启动“墨茉·无声计划”，招募有语言及听力障碍的伙伴，进行烘焙培训，并开出了一家由无声伙伴主营的“无声店”。一年来，已经有很多无声伙伴加入了墨茉，一部分在2家无声商店工作，另有一些去到了常规门店工作。无声计划仍在持续，期待更多无声小伙伴成为一份子。■ 阅读更多
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Joint series A+ investment in Enpower Greentech Inc. engaging in solid-state battery innovation, with a total amount topping USD 20 million
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▍Investment perspective: Investing in energy storage industry is an iconic approach to fulfill Dayone Capital's strategic layout in the industrial chain of new energy. As professional investors of consumer industry, Dayone continues its exploration of investment opportunities brought about by new technologies. New energy industry is considered as one of these. ■ More information
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联合领投固态电池创新企业「恩力动力」
A+轮，总金额逾2000万美元
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▍投资视角：投资储能赛道是日初资本在新能源产业链上的一项标志性布局。日初持续探索全新商业操作系统下由底层变量驱动为大消费领域催生的投资机会。新能源是我们所看到的下一个具有极高确定性的底层变量带来的投资主题。■ 阅读更多
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Exclusive series pre-A investment in EQLZ INC., a global pioneer in sports technology, with a total amount exceeding USD 10 million
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▍Investment perspective: Dayone has always laid its eye on sports industry. Endowed with profound insights into both supply and demand sides of sports industry, EQLZ INC.'s. basketball culture brand EQUALIZER® formed its own core community. With the newly launched fashion-forward sneakers brand EQLZ® entering the global market, EQLZ INC. steads fast to look ahead and bring together sports and technology. ■ More information
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独家投资全球先锋运动科技公司EQLZ INC.
的Pre-A轮，总金额逾千万美元
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▍投资视角：运动赛道一直是日初资本重点布局的领域。EQLZ INC.团队对运动行业供需两端均具备深刻洞察，篮球文化品牌EQUALIZER®已形成了自有核心社群，全新发布的未来球鞋品牌EQLZ®则面向全球市场，锐不可当。看好公司成长为全球化的先锋运动科技公司。■ 阅读更多
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Sole-investment Jinkun Biotech’s in Series A, specializing in new materials of synthetic biology, with a total
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▍Investment perspective: Investing in high polymer materials showcases Dayone's determination to dig deeper into consumer healthcare sector. Jinkun Biotech's fourth-generation biomedical material, poly-L-lactic acid (PLLA) solves several pain spots of hyaluronic acid. It is expected to become the next most used materials for regeneration and anti-aging product. ■ More information
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独家投资合成生物学领域新材料公司
「金坤生物」A轮，总金额数亿元人民币
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| ▍投资视角：入局高分子材料赛道是日初资本在消费医疗板块上的又一重要落子。金坤生物主攻的第四代生物医用材料——聚左旋乳酸（PLLA）能弥补玻尿酸的诸多应用短板，预计将成为下一代再生抗衰的主流应用材料之一。■ 阅读更多 |
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Lead Series A+ in COMMUE, a bar & restaurant chain
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▍Investment perspective: With night economy on the ascendant, chain operation of bars and restaurants looks increasingly promising. Market concentration accelereates along with this trend. Integrating "bar and restaurant", COMMUNE is the first to realize full-time and full-scene operations while creating a unique lifestyle and socializing experience for customers. Dayone Capital remains optimistic about the new drinks brands, channels, supply chains, and cultural content that this lifestyle platform nurtures. ■ More information
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领投连锁餐酒吧品牌「COMMUNE」
A+轮，总金额数亿元人民币
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| ▍投资视角：夜经济方兴未艾，餐酒行业连锁化经营趋势显著，市场集中度加速提升。COMMUNE通过“酒+餐”的复合模式，率先实现全时段全场景营业，为用户打造了独一无二的生活方式及社交体验。日初看好这一生活平台所孕育的新酒饮品牌、渠道、供应链及文化内容。■ 阅读更多 |
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| ▍ About entrepreneurship |
'Organization' values more than 'strategy' to a startup. Dayone aims at value-creation. To achieve this goal, Dayone utilizes wisdom and capital to create values in industries. In terms of organization, strategy, channel, and supply chain, we work with investors and entrepreneurs to create an investment model for consumer industry in the new era.
—— Allen CHEN, Managing Partner of Dayone Capital
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| ▍ 关于创业 |
一家创业公司的成功远不止“战略”，“组织”才是成功的开始。日初资本要做的是价值创造，以创为投。我们把自己从认知维度、资本维度的能力，延展到产业维度，产业的价值创造维度。从组织、战略、渠道、供应链，我们能够和投资人、创业者一起重新做一种协同方式，来做这个时代的消费产业的投资模式。
——陈峰，日初资本管理合伙人
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| ▍ About brand-building |
When product recognition among consumers rises, their emphasis on subsidies falls, and unit prices of products can be increased. Everything enters a positive cycle. ■ More information
—— Mike MIAO, Partner of Dayone Capital
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| ▍ 关于品牌力 |
消费品的生命力比瞬间爆发力更加重要。利用产品占据消费者心智，是品牌进入正向循环的开始。■ 阅读更多
——缪苗，日初资本合伙人
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| ▍ About investment in Chinese Baijiu |
Chinese Baijiu industry's values lie in its excellent profitability and long durability. As the 'friend of time', its brand power grows even stronger as it ages. Structure, trend, and barrier are the three main components of Dayone's investment logic in this industry... ■ More information
—— Ray DING, Partner of Dayone Capital
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| ▍ 关于白酒投资 |
白酒行业有很好的底层基础：除了极好的盈利性，其商品不易过期，品牌力沉淀也是越存越有价值，属于非常典型的“时间的朋友”。日初资本投资白酒的逻辑可以用三个词来概括——结构、趋势和壁垒。■ 阅读更多
——丁锐，日初资本合伙人
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| ▍ About investment in new energy industry |
Power battery industry is undergoing technological iteration that leads to differentiation regarding performance indicators, It will become the premium label for high-end vehicles. Therefore, we pay long-term attention to investment opportunities in power battery industry when it comes to material innovation, process innovation, and structural innovation. As energy density of liquid lithium-ion batteries is close to its theoretical limit, solid-state battery, the cutting-edge technology of the industry, is expected to be at heart of new energy power. ■ More information
—— Ning YANG, Partner of Dayone Capital
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| ▍ 关于新能源投资 |
动力电池行业正在经历一个技术迭代周期，未来会在不同性能指标上出现分化，成为高端汽车的溢价标签，日初长期关注动力电池在材料创新、工艺创新、结构创新方面的投资机会。」■ 阅读更多
——杨凝，日初资本合伙人
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Dayone Capital has been recognized by the media, entrepreneurs, LPs, and the industry from the very start. We appreciate the support and honor, and are determined to strive forward as unswerving value-creators.
成立以来，日初屡获媒体、创业者、LP及业界奖项认可，再次感谢。我们将砥砺前行，做坚定不移的价值创造者。 |
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Copyright 2022 DAYONE CAPITAL.
珠海横琴日初初远私募基金管理有限公司 All Rights Reserved. |
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