A week of public opinion points
Recently, the Ministry of Industry and Information Technology and other six departments jointly issued the “Guidance on accelerating the cultivation and development of high-quality Manufacturing Enterprises”, proposed to vigorously promote the promotion and application of independent controllable industrial software, improve the level of enterprise software, We will increase efforts to tackle problems and demonstrate the application of key core technologies, products and equipment in the fields of basic spare parts, basic electronic components, basic software, basic materials, basic processes, high-end instruments and equipment, integrated circuits and network security.
Recently, the ministry issued a notice on deepening the reform of “separation” certificates, proposed a nationwide, cancel “foreign-funded telecommunications business (basic telecommunication business) approval” “foreign-funded telecommunications business (the first kind of value-added telecom business) approval” “foreign-funded telecommunications business (the second type of value-added telecommunication business) approval”, The opinions on The Examination and approval of Foreign Investment in Telecom Business will no longer be issued, and the corresponding examination and approval of foreign investment will be included in the examination and approval of telecom business license.
In terms of industry, the official micro message of the National Smart Sensor Innovation Center, the first 12-inch advanced sensor pilot test line built by the National Smart Sensor Innovation Center in China has been successfully connected. Data released by the Ministry of Industry and Information Technology showed that business revenue of Internet and related services enterprises above designated size in China rose 24.4 percent year-on-year in the first five months of this year. According to IDC, the overall PC display market in China shipped 7.55 million units in the first quarter of 2021, up 48.6% year on year.
On July 4, the Cyberspace Administration of China (CAC) ordered App stores to remove didi Chuxing in accordance with the Cybersecurity Law of the People’s Republic of China. On July 4, SMIC announced that Dr. Wu Jingang, the core technical staff of the company, left the company, and the technology research and development work is proceeding normally. On July 2nd, Inspur New Infrastructure signed a strategic cooperation agreement with the People’s Government of Anqiu City, and the two sides will work together to build a new infrastructure industry ecology in Anqiu. According to media reports, Huawei is recruiting talent, looking to hire chip engineers in Munich, software developers in Istanbul and artificial intelligence researchers in Canada. On June 30, Zhiyuan Internet and Lanxin Mobile reached a strategic cooperation, the two sides will work together to create an integrated diversified scenario solutions. June 29 – Samsung announced that the 3nm process technology is now available for streaming. On June 29, Digital China signed a cooperation agreement with Green Alliance Technology, and officially became the general distributor of Green Alliance Technology. On June 28, the Shanghai Stock Exchange officially accepted the application for the IPO of Loongson, which is expected to raise a total of 3.512 billion yuan. On June 28, Beixinyuan announced that it had reached strategic cooperation with China Mobile Integration in smart city related fields.
At the local level, zhejiang released the 14th Five-Year Plan on intellectual property development on June 28, proposing to build a leading province with strong intellectual property rights. On June 28, Shanghai issued a proposal to comprehensively enhance the city’s soft power, proposing to accelerate the implementation of integrated circuit, biomedicine, artificial intelligence three “Shanghai plan”.
2. Analysis of public opinion communication
From 0:00 on June 28 to 23:00 on July 4, the total number of public opinions on the letter creation was 13,274. In terms of the communication trend, the public opinion reached the peak on June 28, with the daily volume of 3326, and then went down all the way.
In terms of media types, from June 28 to July 4, the public opinions related to Xinchuang were mainly concentrated on the news APP platform, accounting for 29.84%; News websites and wechat account for 22.56% and 18.31%, respectively. Weibo and forum platforms account for 8.67% and 8.9% respectively; Newspapers, videos, headlines, Sohu, q&A and other platforms accounted for 11.72%.
In terms of article types, from June 28 to July 4, about 40.68% of xinchuang related articles were classified into financial and economic categories; Science and technology, politics and society accounted for 18.14 percent, 17.98 percent and 16.15 percent, respectively.
Third, policy dynamics
1. The sixth department introduced specific measures to accelerate the cultivation of high-quality manufacturing enterprises
Recently, the ministry, the Ministry of Science and Technology, Ministry of Finance, the Ministry of Commerce, state-owned assets supervision and administration commission, securities regulatory commission and so on six departments jointly issued by the “about to speed up the guidance for the development of manufacturing high quality enterprises”, put forward the accurate grasp the general requirements for the development of high-quality companies, building high quality enterprise gradient cultivation pattern, improving quality enterprise independent innovation ability of 10 aspects, such as guidance. It is proposed to promote the digital development of industry, vigorously promote the promotion and application of independent controllable industrial software, and improve the level of enterprise software. Relying on high-quality enterprises to form an innovation consortium or technological innovation strategic alliance, carry out collaborative innovation, and increase the research and demonstration application of key core technologies, products and equipment in basic components, basic electronic components, basic software, basic materials, basic processes, high-end instruments and equipment, integrated circuits, network security and other fields. (Xinhuanet, Securities Times)
2. Ministry of Industry and Information Technology: Cancel the examination and approval of foreign investment in telecom business
Recently, the Ministry of Industry and Information Technology (MIIT) issued a circular on deepening the reform of separating licenses from licenses. The circular detailed the reform measures of 18 business licensing items in the industrial and information fields. Among them, the examination and approval of foreign investment in the operation of telecommunications business will be cancelled, and the Opinions on the Examination and approval of Foreign investment in the operation of telecommunications business will no longer be issued. The examination and approval of foreign investment in the operation of telecommunications business will be incorporated into the examination and approval of telecommunications business license. (Securities Times)
3. Cyberspace Administration of the CPC Central Committee: Organize the deployment and application of IPv6 on a pilot basis
Recently, the Central Cyberspace Administration of China (CAC) organized a conference to further promote the deployment and implementation of IPv6. The meeting called for strengthening standard guidance and performance assessment, strengthening research and formulation of national IPv6 standards, and carrying out IPv6 upgrading and technological innovation. We will strengthen pilot demonstrations and publicity, organize trials of IPv6 deployment and application, collect and publish outstanding cases of IPv6 deployment and application, and create a good atmosphere for the whole society to participate in promoting large-scale deployment and application of IPv6. (Securities Times)
4. The Ministry of Industry and Information Technology releases the working points of automobile standardization in 2021
The Ministry of Industry and Information Technology released the key points of automobile standardization in 2021: Will further implementation of the new energy vehicles industry development planning (2021-2035), “” national car networking industry standard system construction guide (intelligent made cars) requirements, such as further focus on key areas, paying attention to collaborative innovation, strengthen the application of traction, continue to improve the car standard system, provide solid support for the development of automobile industry with high quality. (Securities Times E Company)
The State Administration for Market Regulation has severely cracked down on the industry, which calls big data “killing” or become history
Recently, the State Administration for Market Regulation of the “price illegal acts of administrative penalties (revised draft)” open to solicit opinions. The personage inside course of study says, in the field of new forms of illegal pricing, draft clearly to kill cooked “big data” and “dumping” of subsidies, such as new forms of illegal pricing ACTS “will be given a warning, fined or even closed for”, which means that the Internet platform of large data unfair behavior such as “kill” or history. In the future, the supervision of e-commerce platforms is expected to be more stringent. (Securities Times)
4. Local dynamics
1. Guangdong will increase regulations on “choice one”, “big data killing” and “banning”
The Market supervision Administration of Guangdong Province has made a response to a proposal made by Ye Liyan, a deputy to the Provincial people’s Congress, at the fourth session of the 13th Provincial People’s Congress on strengthening supervision of the new Internet economic model. As for the future regulation, the reply letter revealed that competition law enforcement will be highlighted, focusing on strengthening the law enforcement regulation of “one or two”, “big data killing” and “banning” of large Internet platforms, and investigating and punishing community group buying and other fields by using capital advantage to squeeze out competitors at low prices and seize the market. Standardize the price labeling, price promotion, price fraud and other behaviors of the platform and operators within the platform. (21st Century Business Report)
2. Zhejiang has released the 14th Five-Year Plan for intellectual property Development to build a leading province with strong intellectual property rights
On June 28, zhejiang provincial key plan “The 14th Five-year Plan of Zhejiang Intellectual property Development” was officially released, clearly proposing that Zhejiang should become the first province to lead the digital reform and the construction of a strong intellectual property power by 2025. “Planning” by the number of intellectual property, structure and use to life, such as image tree up “four up” as the goal, covers all kinds of creation, utilization and protection of intellectual property rights, management, service and so on a total of 28 content, specific set up five key tasks, 16 quantitative index and contains 20 items “quad” job listings. (Zhejiang Daily)
3, Shanghai: Accelerate the implementation of integrated circuit, biomedicine, ARTIFICIAL intelligence three “Shanghai solutions”
The Shanghai Municipal Committee of the Communist Party of China (CPC) issued a guideline on strengthening the city spirit, highlighting the city’s character and comprehensively enhancing The city’s soft power. The guideline called for efforts to develop an innovation-oriented, service-oriented, headquartered, open and flow-based economy, accelerate the implementation of the three “Shanghai plans” for integrated circuits, biomedicine and artificial intelligence, and promote the vigorous development of China core, innovative medicine, intelligent manufacturing, blue sky dream, future vehicles and data ports. (Securities Times)
5. Industry dynamics
1. China’s first 12-inch advanced sensor research and development pilot line was successfully connected
According to the official wechat account of the National Smart Sensor Innovation Center, China’s first 12-inch advanced sensor pilot test line built by the National Smart Sensor Innovation Center has been successfully connected. The pilot line is given priority to with domestic equipment, wafer bonding, wafer thinning, dry wet etching, physical and chemical vapor deposition and atomic layer deposition, chemical mechanical polishing, wet cleaning, automatic measurement and other advanced sensors and wafer level 3 d integration technology at the core of the ability, at the same time provide verification platform for domestic equipment, advanced acceleration sensor localization of the industrial chain, Realize autonomy and control. (Securities Times)
From February to January to May, business revenue of Internet and related services enterprises above designated size in China increased by 24.4% year on year
Data released by the Ministry of Industry and Information Technology shows that from January to May, China’s Internet and related service enterprises above the scale completed business revenue of 598.1 billion yuan, up 24.4% year on year, the growth rate increased 9.5 percentage points year on year, down 3.4 percentage points from January to April. Krypton (36)
3, IDC: China’s PC display shipments in the first quarter increased 48.6% year on year
IDC China’s latest “IDC China PC Display Tracking Report, q1 2021” shows that the overall shipments of China’s PC display market in q1 2021 were 7.55 million units, up 48.6% year on year. Among them, the commercial market demand growth is particularly obvious, on the one hand, the industry demand delay; On the other hand, the economic recovery brought new demand. This led to the shipment of 4.41 million display units in the commercial market in the first quarter, up 77.5% year on year; The consumer market shipped 3.14 million units, up 20.9 percent year on year. Krypton (36)
Vi. Company dynamics
1. Cyberspace Administration of China: Remove Didi Chuxing
Didi Chuxing has been found to have collected and used personal information in serious violation of laws and regulations, according to the official wechat account of “Cyber China” on July 4. State Internet information office in accordance with the law of the People’s Republic of China on the network security law regulations, notify the App store shelves “drops travel App,” demand drops travel technology co., LTD., in strict accordance with the legal requirements, with reference to the relevant state standards, serious problems of rectification, to guarantee the users personal information security. (NetCom China)
2. Smic: The core technical personnel resigned, and the technology research and development work is normal at present
Smic announced on the evening of July 4 that Dr. Wu Jingang, a core technical personnel of the company, recently applied for resignation and completed the separation procedures due to personal reasons. After his resignation, Dr. Wu jingang no longer holds any position in the company. At present, the company’s technology research and development work is normal, and Dr. Wu’s resignation has not had a significant negative impact on the company’s overall research and development strength. (Interface News)
3. Jd Logistics: Enter into a shared service framework agreement with JD Technology
Jd Logistics announced that on July 2, the company and JD Technology entered into a framework agreement for JD technology sharing services. Jd Logistics announcement shows that JD Technology will provide a number of technical support related services to the group, including but not limited to IDC (Internet Data Center) related services, cloud computing services, cloud storage services, intelligent customer service, electronic contract cloud platform, information technology support services and business services. According to the announcement, the shared services framework agreement will enable the group to continue to leverage jd’s established and mature infrastructure and business scope, while helping to reduce the group’s administrative expenses in purchasing similar services from numerous other providers. (Bullwhip)
4. “Tianhe” E-level verification system won two prizes in the field of graph computing
According to the National Supercomputing Center in Tianjin, the “Tianhe” E-class (exascale) computer key technology verification system, developed by the National University of Defense Technology and deployed in the center, was ranked in the international Graph500 ranking released on July 1. The SSSP Graph500 (Single Source Shortest Path) and BIG Data Green Graph500 (BIG Data Graph Computing Energy Efficiency) ranked first in the world. (Xinhua News Agency)
5. Inspur New Infrastructure signed a strategic cooperation agreement with Anqiu Municipal People’s Government
Inspur Group news: On the afternoon of July 2nd, Inspur New Infrastructure Technology Co., Ltd. signed a strategic cooperation agreement with the People’s Government of Anqiu City. The two sides will work together to build a new infrastructure industry ecology in Anqiu, accelerate the construction of anqiu smart city, and realize industrial docking and coordinated development by relying on the favorable conditions of Anqiu’s location, ecology, parks and industries. To build Anqiu into a new type of smart city featuring advanced information infrastructure, fine and accurate urban governance, fair and efficient livelihood services, optimized and upgraded industrial system, and manageable and controllable network security. (Securities Times)
Wenttech responds to Anshi’s bid for the UK’s largest chipmaker: no comment
According to media reports, EnsY Semiconductor, a unit of Wenttech, is to buy Newport Wafer Fab, the UK’s largest chipmaker, for £63 million. On July 3, Wentai Technology said it would not comment. (China Securities Journal)
It is said that Huawei is recruiting a large number of chip talents at home and abroad
Huawei is reportedly hiring talent, looking to hire chip engineers in Munich, software developers in Istanbul and artificial intelligence researchers in Canada. In addition, it has hundreds of doctoral students from the mainland and overseas working for it. The openings on Huawei’s various recruiting platforms are entirely focused on areas such as ARTIFICIAL intelligence algorithms, autonomous driving, software and computing infrastructure. (Sina Technology)
8. Meguiar: Buys lithography machines from ASML and plans to bring EUV to DRAM production in 2024
Storage giant Micron will reportedly spend more than $9.5 billion on capital expenditures in fiscal 2021, in part because it began buying EUV equipment from ASML. Micron said it plans to include EUV in its DRAM development roadmap starting in 2024. In addition, Meguiar plans to install ASML’s next-generation EUV lithography machine 3600D by the end of this year. Samsung and SK Hynix have already invested IN EUV DRAM. (Sina Finance)
9. Huawei officials responded that “SAIC is not willing to cooperate with Huawei on autonomous driving” : the vehicle model is not applicable to all manufacturers
Saic Chairman Chen Hong was asked by investors at the company’s shareholder meeting on June 30. When asked whether SAIC would consider cooperating with third-party companies such as Huawei in autonomous driving, Chen said, “It is very difficult for SAIC to accept huawei’s offering of third-party autonomous driving. [It cannot accept] that one company provides me with an overall solution.” In response to the remarks, Huawei insiders told the media that SAIC and Huawei have always maintained a cooperative relationship. “Huawei Inside mode is currently only three, it is impossible and there is no energy to use this mode with all car companies.” “Said the Huawei insider to reporters. (China Business Network)
10. Unisplendour Zhanrui ranked top five in smartphone SoC chip shipments
CINNO Research’s latest “China’s Mobile phone communication Industry data observation Report” shows that as Glory and others began to use purple light Zhan Sharp chip, the latter products began to be adopted by more domestic mobile phone enterprises. In May, unigroup Zhan Rui entered the top five mobile phone chip market in China for the first time, with a year-on-year growth of more than 6000%, becoming the biggest dark horse in the market. In addition, In the mobile phone processor (SoC) market, Mediatech continued to see significant growth, shipping 7.8 million units in the month. Qualcomm and Apple saw slightly lower year-on-year shipments; Samsung dropped out of the top five. (Financial Association)
Google and Microsoft abandon their “truce” for fear of regulatory scrutiny
Google and Microsoft have ended a six-year truce over fears of regulatory scrutiny, according to people familiar with the matter. Back in 2015, Google and Microsoft reached a “truce” that ended nearly 20 patent infringement lawsuits between them. The two companies then promised not to complain to regulators about each other worldwide. (Sina Technology)
12. Tencent Cloud Native Accelerator announced the first selected list, 38 enterprises with a total valuation of more than 25 billion yuan
Tencent Cloud Native Accelerator announced the first batch of selected enterprises list, Kyligence, StreamNative, Even Technology, TreeLab, XSKY Star Tianhe, Open AI Lab and other 38 cloud native enterprises were selected. According to statistics, the total valuation of the above-mentioned 38 enterprises exceeds 25 billion yuan. According to the official introduction, the first Tencent cloud native accelerator for cloud native application, cloud native application orchestration and management, cloud native underlying technology, cloud native security technology four technical directions. Krypton (36)
Samsung announced successful streaming of 3nm chips
Samsung has reportedly announced that the 3nm process technology is now available for streaming. According to the report, Samsung’s 3nm process uses GAA architecture, which is better than TSMC’s 3nm FinFET architecture. Samsung has worked with Sysinx on the 3nm process to accelerate and provide a highly optimized reference method for GAA architecture production processes. Samsung’s 3nm process uses GAA structure, which is different from FinFET architecture used by TSMC or Intel. For this reason, Samsung has adopted The Fusion Design Platform from Sysinx. (Sina Technology)
14. Mediatek promotes The open architecture of Breguet 5G, and the terminal products will be listed in July
According to reports, mobile chip designer Mediatek recently announced The Breguet 5G Open architecture, which will give terminal manufacturers more flexibility in customise 5G mobile devices. Devices using Mediatek Breguet’s 5G open architecture custom-made chips are expected to hit the market in July. (Sina Finance)
15. Loongson: The IPO of the science and Technology Innovation Board has been accepted and intends to raise 3.512 billion yuan
The Shanghai Stock Exchange has accepted its application for an IPO on the technology innovation Board, with a total of 3.512 billion yuan to be raised. According to the prospectus, the number of shares to be issued is not more than 41 million, and the proportion of the total share capital after the issue is not less than 10%, the issue does not involve a shareholder public offering. The raised funds are intended to be used for advanced process chip research and development and industrialization projects, high-performance general purpose GRAPHICS processor chip and system research and development projects and to supplement working capital after deducting related expenses. Krypton (36)
16. Yonyou Network: The holding subsidiary Yonyou Automobile’s application for listing on the Science and Technology Innovation Board was accepted by the Shanghai Stock Exchange
Yonyou Automotive Information Technology (Shanghai) Co., LTD., a subsidiary of Yonyou Network Technology Co., announced on June 28 that its initial public offering and listing application on the Science and Technology Innovation Board was accepted by the Shanghai Stock Exchange. (those)
17. Beicom: Reach strategic cooperation with China Mobile Integration in smart city related fields
Beixinyuan on June 28 evening announcement, recently, the company and China Shift system Integration Co., Ltd. signed the “strategic cooperation agreement”. Both sides give full play to their respective advantages and resources, carry out cooperation in smart city related fields, and promote the expansion and implementation of smart city projects of both sides. (Securities Times E Company)
18, according to graph technology to withdraw the science and innovation board listing application to the Shanghai Stock Exchange to terminate the review process
Late on July 2, the Shanghai stock exchange announcement, by June 30, according to the figure of science and technology and to withdraw the company sponsors to guotai junan depositary receipts for initial public offerings and listing in kechuang board application documents of the application, the Shanghai stock exchange decided to end about depositary receipts for initial public offerings, according to the figure and listed on the kechuang board review. (China Securities Journal)
19. Zhiyuan Internet reached strategic cooperation with Lanxin Mobile
On June 30th, Beijing Zhiyuan Internet Software Co., LTD and Lanxin Mobile (Beijing) Technology Co., LTD signed a strategic cooperation agreement. The two sides will sync output in large organizations accumulated in the field of technology, market, brand, ecology and resource advantage, cooperate, complementary advantages, through integration of depth, hand in hand to create integration multiple scenarios solution, build a win-win China letter industry ecology, help more Chinese enterprises and the party and government organs to achieve safe and efficient for intellectualization transformation and upgrading. (Wood cutting net)
Kingdee signed a contract with Shagang Group
Kingdee Software (China) Co., Ltd. and Jiangsu Shagang Group Co., Ltd. signed a contract in Zhangjiagang recently, and held a project launch meeting. Through this cooperation, Kingdee will jointly explore the digital transformation of iron and steel industry with Shagang, and jointly build Shagang group into a benchmark of digital transformation of China’s iron and steel industry. In the future, Kingdee will work with Shagang Hi-tech, a digital company affiliated to Shagang, to build a digital platform of steel industry with Shagang characteristics based on The Kingdee Cloud · Sky PaaS platform, and help Shagang group achieve the overall digital transformation. (Shanghai Securities News)
Digital China officially signed the green Alliance technology general distributor
On June 29, Digital China signed a cooperation agreement with Green Alliance Technology, and officially became the general distributor of Green Alliance Technology. Through complementary advantages and resource sharing, the two sides will cooperate deeply in marketing, technology, business, operation and other links, and establish a comprehensive partnership to provide customers with better quality and high value products, services and solutions. (Green Alliance Technology)
Yuxin Technology and Pingkai Stars reached a strategic cooperation to jointly build a financial distributed database
Recently, Yuxin Technology and Domestic TiDB manufacturer Pingkai Star reached a deep strategic cooperation, based on the world’s top new relational database (NewSQL) open source project, the two sides will jointly build a financial distributed database joint innovation center, Through multi-dimensional cooperation such as joint solution plan, joint cloud operation center and joint marketing promotion plan, it provides end-to-end solutions for financial customers and helps financial institutions build a “safe base” for digital transformation. (Securities Daily)
23. Japanese media: Chip maker Sumitomo Electrician will produce semiconductors for 5G base stations in the US
Tokyo (Reuters) – Japanese chipmaker Sumitomo Electrician will start producing semiconductors for 5G base stations in the United States from September as the company plans to double the supply capacity of its U.S. operations, nikkei Asian Review reported on Its website on July 4, without citing sources. Sumitomo Has set up a production facility at a plant in New Jersey, the report said. The total investment amounts to several billion yen (1 billion yen equals $9 million). The facility will produce transistors, which are the core of base stations and are used to amplify signals. (interface)
SK Hynix announced that it will expand its semiconductor foundry business with old equipment
According to nikkei Chinese on July 1, South Korea’s SK Hynix announced that it will make full use of the old semiconductor memory manufacturing equipment to expand the semiconductor foundry business, seize the display driver semiconductors, power management semiconductors and other niche areas of demand. SK Hynix Vice Chairman Park Jeong-ho said, “We will double the production capacity of contract manufacturing,” adding, “We will consider various strategies, including strengthening domestic equipment and acquisitions.” (interface)
25. Nvidia: Partnered with Google Cloud to build the industry’s first AI-on-5G lab
Nvidia has announced that it will partner with Google Cloud to create the industry’s first AI-on-5G innovation Lab, which will enable network infrastructure developers and AI software partners to develop, test, and adopt specialized solutions. The lab, expected to begin development in the second half of this year, will provide companies with Google Cloud’s Anthos platform and NVIDIA’s accelerated computing hardware and software platform, which will enable companies to leverage data and AI to improve business performance, improve operational efficiency, and optimize security and reliability. Krypton (36)
Intel’s sale of its flash memory business to SK Hynix was approved in the UK
Britain’s Competition and Markets Authority said Monday it had approved Intel Corp’s planned sale of its flash memory manufacturing business to South Korea’s Hynix Semiconductor, Dow Jones Newswires reported. The antitrust regulator said that based on the information it had so far, it had decided not to pursue a second stage of further investigation into the deal. (interface)