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"Science and Technology Innovation Board Daily" on March 25 - The main contents of today's Science and Technology Innovation Board Evening News include: the Zhejiang Provincial Government signed a strategic cooperation agreement with Alibaba Group and Ant Group; U.S. tech executives and foreign leaders are reportedly urging Trump to reconsider AI chip restrictions; State-owned Assets Supervision and Administration Commission: The development of the artificial intelligence industry of central enterprises will be further accelerated.

[Hot Spotlight].

News-in-brief:

The Zhejiang Provincial Government signed a strategic cooperation agreement with Alibaba Group and Ant Group

The Zhejiang Provincial Government signed strategic cooperation agreements with Alibaba Group and Ant Group. Governor Liu Jie witnessed the signing of the contract with Tsai Chongxin, Chairman of the Board of Directors of Alibaba Group, and Jing Xiandong, Chairman of Ant Group. According to the agreement, the provincial government, Alibaba Group and Ant Group will closely focus on "high-quality development as the primary task, narrowing the 'three gaps' as the main direction, reform and innovation as the fundamental driving force, and meeting the people's needs for a better life as the fundamental purpose", further integrate resources, closely collaborate, promote the healthy development of the platform economy, cooperate in artificial intelligence and other fields, better serve the provincial practice of Chinese-style modernization, and jointly promote the implementation of major national strategies.

U.S. tech executives and foreign leaders are reportedly urging Trump to reconsider AI chip restrictions

U.S. tech executives and foreign leaders are urging Trump to reconsider restrictions on AI chips, media reports said. It is reported that Nvidia and Oracle are pushing for the complete abolition of AI proliferation rules, and the United Arab Emirates, Israel, and India are among the countries that require the relaxation of the rules. Companies will be required to comply with global AI restrictions from May 15.

State-owned Assets Supervision and Administration Commission: The development of the artificial intelligence industry of central enterprises will be further accelerated

At the "artificial intelligence +" media briefing held by the State-owned Assets Supervision and Administration Commission of the State Council, the relevant person in charge of the Planning and Development Bureau of the State-owned Assets Supervision and Administration Commission of the State Council said that at present, the development of the artificial intelligence industry of central enterprises will be further accelerated. The person in charge said that the State-owned Assets Supervision and Administration Commission of the State Council continued to deepen the AI+ special action of central enterprises, guided central enterprises to keep an eye on the development trend, serve the national strategy, and make every effort to be an important supplier of national intelligent computing infrastructure, an important problem-breaker for artificial intelligence to empower thousands of industries, and an important organizer of industrial systematic layout, and strive to improve the all-round capabilities of central enterprises in the field of artificial intelligence, and achieve positive results in key areas of artificial intelligence industry such as applications, computing power, data, and models.

Ministry of Commerce: will develop "artificial intelligence + consumption" in conjunction with relevant departments to orderly develop low-altitude consumption such as consumer-grade drones

Li Gang, director of the Department of Consumption Promotion of the Ministry of Commerce, said that various forms of consumption promotion activities will be organized. As I have just introduced, this year will focus on building the "Shop in China" event brand, and create a strong consumption atmosphere by holding various forms of activities. In the first quarter, we have successfully held activities such as the National Consumption Promotion Month, the Boutique Launch Season, the Time-honored Brand Carnival, and the Online New Year Goods Festival, and publicized and promoted a number of domestic trendy products and New Year's goods. In April, we will launch the "Ten Cities Linkage Sharing Food and Drink" activity, and welcome reporters and friends to continue to pay attention. In addition, we will also develop "artificial intelligence + consumption" to guide the promotion of artificial intelligence products; Promote "IP+ consumption" and encourage consumption of animation, games, e-sports and peripheral derivatives; In conjunction with relevant departments, we will orderly develop low-altitude consumption such as consumer-grade drones.

Alibaba's Joe Tsai: Beginning to see a bubble in the construction of artificial intelligence data centers Many data center investment announcements in the United States are "repetitive".

Speaking at the HSBC Global Investment Summit in Hong Kong, Alibaba Group Chairman Joe Tsai said he was starting to see signs of a bubble in the construction of artificial intelligence (AI) data centers. Many data center investment announcements in the U.S. are "duplicative" or overlapping. Alibaba's headcount has bottomed out and will "reboot and rehire". The company will provide a reasonable return to shareholders through dividends.

Alibaba Cloud has launched the largest campus recruitment of AI talents in recent years

The reporter of "Science and Technology Innovation Board Daily" exclusively learned that Alibaba Cloud has recently recruited AI technology reserve talents in top universities around the world, which is the largest AI talent campus recruitment in recent years. It is understood that the school recruitment is open to Tsinghua University, Peking University, Zhejiang University, Massachusetts Institute of Technology, Stanford University and other top universities in the world, recruiting technical talents in the fields of large language models, multimodal understanding and generation, model applications, AI Infra and other fields. At the same time, the program sets up the A Star program and the Al Clouder program, which are aimed at top talents with high-level papers and open source project influence, and provide better salaries and professional support for such graduates. This move is another AI talent strategy launched by Alibaba after the previous T project.

Depth:

[Announcement of the Science and Technology Innovation Board].

Telink Micro: It is expected that the net profit in the first quarter will be about 35 million yuan, turning losses into profits year-on-year

Telink Micro (688591.SH) announced that it is expected to achieve operating income of about 230 million yuan in the first quarter of 2025, an increase of about 43% year-on-year. The net profit attributable to the owners of the parent company is expected to be about 3 million yuan, an increase of about 39.41 million yuan, or about 894%, compared with the same period of the previous year, and realize the turnaround. The first quarter is the company's traditional sales off-season, and during the reporting period, the company achieved the best financial performance in history, with sales and net profit both reaching record highs in the first quarter. Several of the company's new products, including end-side AI chips, have begun to be shipped in batches.

Fudan Microelectronics: Net profit in 2024 will decrease by 20.42% year-on-year, and it is planned to distribute 10 distributions of 0.8 yuan

Fudan Microelectronics (688385.SH) released its 2024 annual report, achieving operating income of 3.59 billion yuan in 2024, a year-on-year increase of 1.53%; net profit attributable to shareholders of listed companies was 573 million yuan, down 20.42% year-on-year; Basic earnings per share was 0.7 yuan. It is proposed to distribute a cash dividend of 0.8 yuan (tax included) to all shareholders for every 10 shares. During the reporting period, the company's sales volume and operating income increased, and at the same time, the comprehensive gross profit margin of products decreased by 5.26 percentage points from the previous year due to the price of some product lines, and the gross profit decreased by about 156 million yuan.

Pawa shares: received a warning letter from the Zhejiang Securities Regulatory Bureau

Pawa shares (688184.SH) announced that the company received a warning letter from the Zhejiang Securities Regulatory Bureau on March 25, 2025, pointing out that the company has problems such as inflating operating income, under-mentioning inventory price decline provisions, inflating projects under construction, and non-standard management of seal use, resulting in inaccurate information disclosure in the 2023 annual report and the first quarter, semi-annual and third quarterly reports of 2024. The Zhejiang Securities Regulatory Bureau decided to take supervision and management measures to issue warning letters to the company and relevant responsible persons, and recorded them in the integrity file of the securities and futures market.

Western High Court: Shareholder Feng Ying'an intends to reduce his holdings of no more than 3% of the company's shares

The Western High Court (688334.SH) announced that the company's shareholder Fengying Anchuang intends to reduce its holdings of the company's shares by no more than 9,497,383 shares, that is, no more than 3% of the company's total share capital, within three months after 15 trading days from the date of disclosure of the announcement.

Jewalt: The company's equity fund intends to invest in two companies

Jewalt (688141.SH) announced that the company's shareholding fund Xinyuan Jiechuang (Jiashan) Venture Capital Partnership intends to invest in the company's shareholding companies Shenzhen Ohm Microelectronics Co., Ltd. and Jiangxi Xinli Sensing Technology Co., Ltd. Xinyuan Jiashan contributed a total of 30 million yuan, of which 7.5 million yuan was transferred to 5.6% of the shares of Ohm Micro held by Shenzhen Joule Consulting Management Partnership, and 22.5 million yuan to participate in the capital increase and share expansion of Ohm Micro. At the same time, Xinyuan Jiashan plans to sign a capital increase agreement with Jiangxi Xinli Sensing Technology Co., Ltd., with a capital contribution of 30 million yuan, accounting for 12% of the equity ratio after the capital increase. This transaction does not constitute a material asset restructuring and does not need to be submitted to the general meeting of shareholders for deliberation.

Hyperstron: The company's technology center was recognized as a national enterprise technology center

Hypersitron (688411.SH) announced that the company's technology center was recognized as a national enterprise technology center in 2024 (the 31st batch) and can enjoy relevant national policy support.

China General Number: Vice President Zhao Xiaodong resigned due to job changes

China General Number (688009.SH) announced that the company's board of directors recently received a written resignation from Zhao Xiaodong, who resigned as vice president of the company due to work changes and will no longer hold any position in the company and its subsidiaries after his resignation. According to the relevant regulations, the resignation report will take effect when it is delivered to the board of directors of the company. Zhao Xiaodong was diligent and conscientious during his tenure as Vice President of the Company, and the Company and the Board of Directors would like to express their gratitude to him.

Hotgen Biotech: Recently, it has obtained 30 overseas qualification certifications

Hotgen Biotechnology (688068.SH) announced that the company and its subsidiaries have recently obtained 30 overseas qualification certifications, including ferritin assay kits, interleukin 2 receptor assay kits, etc.

[Venture capital vane].

Ruiqiao Dingke completed a round of financing of more than 1 billion yuan

Recently, Ruiqiao Dingke (Shanghai) Medical Technology Co., Ltd. completed a round of financing of more than 1 billion yuan, led by CBC Capital, followed by Shunxi Fund and Beishang Capital. This round of financing will be used to accelerate the innovative R&D and market expansion of Ruiqiao Dingke in the field of medical and health care. Raybridge Dingke is a leading medical technology group in Asia, focusing on the R&D and commercialization of peripheral vascular, neuroscience and oncology integration. The company has successfully achieved "from 0 to 1" R&D value creation in the field of peripheral vascular, neuroscience and tumor diagnosis and treatment integration, and has achieved "from 1 to N" commercialization value doubling with the help of the "EBS™ Excellence System" lean value management system.

　　ELU. AI Zhongneng Kunyu received hundreds of millions of yuan in Pre-A round of financing

Zhongneng Kunyu Technology Holdings (Zhejiang) Co., Ltd. (ELU.AI Zhongneng Kunyu) recently completed hundreds of millions of yuan in Pre-A round of financing, and this round of investors includes Xingtai Capital, Liding Capital, Chuangshi Partners and Hangzhou Real Estate Investment. This round of financing will be used to increase R&D investment, market expansion and team building. Founded in August 2023, Zhongneng Kunyu focuses on the three core areas of AI intelligent robots, industry AI agents and brain-like intelligence, and has three sub-brands: Force Infinity, Force Lightyear and Force Vientiane, focusing on intelligent robots, industry AI applications and robot brains, respectively, and is committed to building a world-class embodied intelligence ecosystem. The company has received investment from well-known institutions in the angel round, and this round of financing will further promote its innovation and development in the field of artificial intelligence and advanced manufacturing. According to the data of the Venture Capital Connect of the Financial Associated Press, taking March 2025 as the forecast base time, the financing forecast probability for the next two years is 69.53%.

The Force Infinite Robotics completed hundreds of millions of yuan in Pre-A round of financing

Today, ELU. AI (Force Infinite Robot) announced the completion of hundreds of millions of yuan in Pre-A round of financing, with investors such as Liding Capital, Hangzhou Real Estate Investment, Xingtai Capital, etc., as well as angel round investors Genesis Partners Venture Capital. This round of financing funds will focus on: strengthening the AI decision-making system; promote the research and development of next-generation intelligent robots; Accelerate the global market layout.