"Science and Technology Innovation Board Daily" on March 26 - The main contents of today's Science and Technology Innovation Board Evening News include: Shanghai: By 2027, the scale of the city's intelligent computing cloud industry will strive to exceed 200 billion yuan; Ministry of Commerce: Promote the deepening application of artificial intelligence, virtual reality, big data and other technologies in the consumer field; China Mobile and Alibaba will jointly build and operate an AI data center.

[Hot Spotlight].

News-in-brief:

Taiwan Affairs Office of the State Council: TSMC has become a fat meat to be slaughtered on the chopping board

The Taiwan Affairs Office of the State Council held a regular press conference. Spokesman Chen Binhua said that under the DPP authorities' efforts to welcome and send them off, TSMC has become a fat meat to be slaughtered on the chopping board. The fact that TSMC can be "optimistic" about the success of TSMC turning into "US Semiconductor Manufacturing Company" shows that the DPP only has the selfish interests of one party and one party in its eyes, and does not care about the well-being of Taiwan compatriots and the interests of the industrial circles at all, and will only go further and further on the road of "selling Taiwan" and "destroying Taiwan" in order to "rely on foreign countries to seek independence." Taiwan's industry and people will not only lose their immediate jobs, but also their future development opportunities. It is natural for the society on the island to question and be full of worries about the abuse of power by a "professional seller of Taiwan" like Lai Qingde.

SHANGHAI: BY 2027, THE SCALE OF THE CITY'S INTELLIGENT COMPUTING CLOUD INDUSTRY WILL STRIVE TO EXCEED 200 BILLION YUAN, AND THE SCALE OF INTELLIGENT COMPUTING WILL STRIVE TO REACH 200 EFLOPS

The "Implementation Opinions of Shanghai Municipality on Promoting the Innovation and Development of the Intelligent Computing Cloud Industry (2025-2027)" was released, which proposes that by 2027, the scale of the city's intelligent computing cloud industry will strive to exceed 200 billion yuan, and an ecosystem with cloud-edge-end collaboration and a complete industrial chain will be basically formed. The scale of intelligent computing will strive to reach 200EFLOPS, of which independent and controllable computing power accounts for more than 70%; Build a number of comprehensive intelligent computing cloud platforms and a number of vertical intelligent computing cloud platforms, and form a number of intelligent computing cloud benchmark applications; Cultivate 1-2 strategic enterprises and 20 high-growth enterprises, and attract domestic and foreign leading cloud merchants to expand investment in Shanghai.

Ministry of Commerce: Promote the deepening application of artificial intelligence, virtual reality, big data and other technologies in the consumer field to create a number of "artificial intelligence + consumption" scenarios

The General Office of the State Council forwarded the Ministry of Commerce's "Several Measures to Support the Cultivation and Construction of International Consumption Center Cities", and held the Boutique Consumption Month in China's International Consumption Center Cities to increase the supply of high-quality goods and services. Promote the deepening application of artificial intelligence, virtual reality, big data and other technologies in the consumer field, and create a number of "artificial intelligence + consumption" scenarios. We will continue to trade in consumer goods and accelerate the promotion of smart homes, smart home appliances, and intelligent networked new energy vehicles. In-depth implementation of the "three products" (increasing variety, improving quality, creating a brand) strategy of consumer goods, high-quality development of the "three products" national tour, grading to create a phalanx of China's famous consumer products.

China Mobile and Alibaba will jointly build and operate an AI data center

The reporter learned that China Mobile and Alibaba reached a strategic cooperation, marking a new stage of comprehensive strategic cooperation between the two sides, and the two sides will build a new ecology of the AI industry based on new potential energy such as cloud, computing power, and large models. According to the agreement, the two parties will carry out in-depth cooperation in digital infrastructure, application ecology, scientific and technological innovation capabilities, and international business, jointly build and operate AI data centers, help both parties improve the scale and efficiency of cloud computing and AI services, and deepen the technical exchanges and ecological co-construction of China Mobile's "Jiutian" and Alibaba's "Tongyi Qianwen" AI model.

Chengdu: Strive to reach 130 billion yuan in the scale of artificial intelligence core industry by 2025

On March 25, the Chengdu Artificial Intelligence Industry Chain Work Office held the "2025 Chengdu Artificial Intelligence and Robotics Industry Development Key Work Media Briefing" and released the "Key Points for the Development of Chengdu Artificial Intelligence Industry Chain in 2025". The "Key Points of Work" makes it clear that the scale of Chengdu's artificial intelligence core industry will reach 130 billion yuan by 2025, with a growth rate of more than 30%, and accelerate the creation of a national artificial intelligence and robotics industry development highland. Focusing on the "three elements of AI", Chengdu will continue to make efforts in three aspects: computing power, algorithms, and data. In terms of computing power, accelerate the construction of key data center projects, and strive to expand the scale of computing power in the city to 20,000P; Issue "hashrate coupons" and optimize the supply mechanism of "hash coupons". In terms of algorithms, 10 large models have been cultivated through the national record, and no less than 80 industry large models have been cultivated in total, and 30 core technologies have been tackled. In terms of data, we will accelerate the construction of national data labeling bases, introduce 20 data labeling enterprises, and build no less than 8 high-quality datasets and 5 data element service stations.

Chongqing: Accelerate the research and development of intelligent on-board operating systems and strengthen intelligent driving technologies such as vehicle-road-cloud-network-map coordination

The "Chongqing Action Plan for the High-quality Development of Artificial Intelligence Empowering Manufacturing Industry (2025-2027) (Draft for Comments)" is open for public comment. It is mentioned that the organization and implementation of the artificial intelligence "Modular Mountain City" plan, accelerate the development and iteration of vertical industry models, make fine scenario-specific models, encourage distillation and quantification based on cutting-edge open source models such as DeepSeek, and develop lightweight, efficient, and easy-to-deploy small and medium-sized models. Encourage enterprises to carry out agent research and development, and promote the standardization and modular development of products and services; Accelerate the research and development of intelligent vehicle operating systems, industrial control operating systems and other intelligent operating systems with independent intellectual property rights; Relying on the construction of the national pilot city for the application of "vehicle-road-cloud integration" for intelligent networked vehicles, we will strengthen the research of intelligent driving technologies such as vehicle-road-cloud network map coordination, multi-sensor fusion perception, and highly dynamic intelligent execution. We will continue to research and develop embodied intelligent multimodal "brains" and "cerebellums" for motion control, and promote key technologies such as robot two-arm collaboration, hand-eye collaboration, brain-body collaboration, and force control technology.

Depth:

[Announcement of the Science and Technology Innovation Board].

NOVOSENSE: It plans to issue H shares and list them on the Hong Kong Stock Exchange

NOVOSENSE Micro (688052.SH) announced that the company intends to issue shares (H shares) overseas and list on the main board of the Hong Kong Stock Exchange to improve the company's comprehensive competitiveness, further promote the internationalization strategy, and use the international capital market to diversify financing channels. The issuance and listing of H shares are subject to the approval of the company's general meeting of shareholders, and have been filed with the China Securities Regulatory Commission and approved by the Hong Kong Stock Exchange and the Hong Kong Securities and Futures Commission. At present, the company is actively discussing with relevant intermediaries, and other specific details have not yet been determined.

JinkoSolar: JinkoSolar Holdings, the indirect controlling shareholder, will have total revenue of RMB 92.26 billion in 2024

JinkoSolar (688223.SH) announced that JinkoSolar Holdings, the indirect controlling shareholder, disclosed its fourth quarter and full-year results for 2024 on March 26, 2025, as well as its shipment forecast for the first quarter and full year of 2025. In the fourth quarter of 2024, shipments reached 26,462 MW with revenue of RMB20.65 billion, and for the full year, shipments reached 99,596 MW with total revenue of RMB92.26 billion. Module shipments are expected to be between 16 GW and 18 GW in the first quarter of 2025 and between 85 GW and 100 GW for the full year

Shihua Technology: The subsidiary plans to invest 500 million yuan to build a high-performance optical and integrated circuit polymer materials project

Shihua Technology (688093.SH) announced that the company's wholly-owned subsidiary, Jiangsu Shituo New Material Technology Co., Ltd., plans to invest in a new "high-performance optical and integrated circuit polymer materials project" in Jiangsu Yangtze River International Chemical Industrial Park, with an estimated total investment of about 500 million yuan, including about 350 million yuan in fixed assets and about 150 million yuan in working capital. The source of funds for the project is the company's own or self-raised funds, and the construction period is expected to be 2-3 years.

Kaierda: Capital increase and share expansion of subsidiaries and related party transactions

Kaierda (688255.SH) announced that Kaierda, a wholly-owned subsidiary of the company, subscribed to the new registered capital of Kaiweili Sensing of 1,857,143 yuan with its own funds of 30 million yuan, and held 65% of the equity of Kaiweili Sensing after the capital increase. In March 2025, Wang Shikai, one of the actual controllers of the company, and Yang Xiao, a director, subscribed for the new registered capital of Kaiweili Sensing of 158,730 yuan for 2.5641 million yuan, with a total investment of 5.1282 million yuan. Kaierda Humanoid Robot gave up the right of first refusal to subscribe for capital contribution, and the shareholding ratio decreased to 58.50% after the capital increase. The capital increase constitutes a related party transaction, but does not constitute a major asset restructuring.

Tengjing Technology: Yancheng Guangyuan and Yancheng Qili plan to transfer 2.00% of the shares The reason for the transfer is their own capital needs

Tengjing Technology (688195.SH) announced that the shareholders Yancheng Guangyuan Investment Partnership (Limited Partnership) and Yancheng Qili Investment Partnership (Limited Partnership) intend to transfer a total of 2.00% of the company's shares through inquiry transfer, and the reason for the transfer is their own capital needs. The transferor undertakes to have sufficient pre-IPO shares available for transfer and to strictly fulfill the relevant obligations. The transferee of this inquiry transfer is an institutional investor with corresponding pricing power and risk tolerance.

Yuchen Intelligence: Liu Wei, chairman of the board of supervisors, plans to reduce his holdings by no more than 0.75%.

Yuchen Intelligent (688638.SH) announced that Liu Wei, chairman of the board of supervisors and core technical personnel, plans to reduce his holdings of no more than 421,039 shares, accounting for 0.75% of the company's total share capital, within 3 months after 15 trading days from the date of the announcement. The reduction price will be determined based on the market price, and the relevant reduction commitment will be complied with. The shareholding reduction plan will not have an impact on the company's governance structure and going concern.

Debang Technology: The chairman proposed to repurchase shares for 40 million yuan to 80 million yuan

Debang Technology (688035.SH) announced that Xie Haihua, one of the actual controllers and chairman of the company, proposed that the company repurchase part of the company's issued RMB ordinary shares (A shares) through the Shanghai Stock Exchange trading system through its own funds and repurchase special loan funds, with a total repurchase fund of not less than 40 million yuan (inclusive) and not more than 80 million yuan (inclusive). The repurchased shares will be used for employee stock ownership plans or equity incentives and will be cancelled at an appropriate time in the future.

Shihua Technology: The subsidiary plans to invest 500 million yuan to build a high-performance optical and integrated circuit polymer materials project

Shihua Technology (688093.SH) announced that the company's wholly-owned subsidiary, Jiangsu Shituo New Material Technology Co., Ltd., plans to invest in a new "high-performance optical and integrated circuit polymer materials project" in Jiangsu Yangtze River International Chemical Industrial Park, with an estimated total investment of about 500 million yuan, including about 350 million yuan in fixed assets and about 150 million yuan in working capital. The source of funds for the project is the company's own or self-raised funds, and the construction period is expected to be 2-3 years.

Zhijiang Biological: The company's product hepatitis C virus (HCV) nucleic acid assay kit (fluorescence PCR method) has obtained the national Class III medical device registration certificate

Zhijiang Biology (688317.SH) announced that the company recently obtained the national Class III medical device registration certificate for one of its products, which is a hepatitis C virus (HCV) nucleic acid assay kit (fluorescent PCR method), which is used to quantitatively detect hepatitis C virus (HCV) RNA in human serum and plasma samples, and is used in China and countries and regions that recognize NMPA. The product adopts a high-sensitivity hepatitis C nucleic acid detection program, which greatly improves the sensitivity, shortens the detection window, and can dynamically monitor the HCV viral load in the stages of liver disease severity assessment, detection during treatment, and treatment endpoint judgment, consolidating the company's leading edge in hepatitis virus series detection reagent products. However, the product may face market competition risks, and there is great uncertainty in sales and profit contribution, and there is uncertainty about the impact on the company's overall revenue.

[Venture capital vane].

Huiyi Technology received tens of millions of yuan in Series A financing

Recently, Wuhan Huiyi Technology Co., Ltd. (hereinafter referred to as "Huiyi Technology") completed tens of millions of yuan in Series A financing, and the investor in this round is Lingdong Fund. Founded in 2018 and headquartered in Wuhan Optics Valley, Huyi Technology is a big data intelligent technology company with life aesthetics as the core. Relying on AI, big data, cloud computing and blockchain technology, the company takes the digital industrialization of its core product "Laihua" as the starting point to drive the digital upgrading of the pan-home industry. Previously, Huiyi Technology has completed the Pre-A2 round of financing. This round of financing will be used to increase R&D investment, expand the market and upgrade the team. Huiyi Technology has significant advantages in the field of home decoration and content creation, and its AI industry application products are widely praised in the market. 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 20.07%.

Changjin Photonics received 100 million yuan strategic financing from China Mobile Equity Fund

Recently, Wuhan Changjin Photonics Technology Co., Ltd. completed a strategic financing of 100 million yuan, and this round of investors is China Mobile Equity Fund, a subsidiary of China Mobile. Changjin Photonics is an enterprise focusing on the R&D, production and sales of special optical fibers, and its products cover special optical fibers such as rare earth doped fibers and microstructured fibers, as well as core components in the fields of fiber lasers and amplifiers. The company has mastered all the core process technologies from optical fiber preform preparation, optical fiber drawing to optical fiber performance characterization, and has the ability to deliver high-quality, high-performance, and high-consistency special optical fibers in batches. Changjin Photonics has previously received multiple rounds of equity financing, and this round of financing will further promote its technology research and development and market expansion in the field of 5G communication and optical fiber transmission. 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 67.7%.

The Force received 200 million yuan in angel round financing

Recently, Force Lingji (Chongqing) Intelligent Technology Co., Ltd. completed an angel round of financing of 200 million yuan, with investors including Jiukun Investment, Legend Capital and Qiming Venture Capital. The Force is an embodied intelligence company founded in 2025 that focuses on the combination of large-scale model technology and robot scenarios. This round of financing will be used to increase R&D investment, expand the market and build a team. Prior to the angel round, the Force had received investment from well-known institutions, including GGV Capital and Sunway Ventures. The company's main business is humanoid bionic robots, and it is committed to making breakthroughs in the field of advanced manufacturing.