One, a week of public opinion points

The year 2020 will be the first year of the large-scale implementation of Xinchuang. Since May, the proportion of citic and innovation in public bidding in telecommunications and financial industries has increased. At present, local governments have started bidding one after another, and it is expected that the bidding of citic and innovation will be fully carried out in June and July.

The influence of the “entity list” in the United States has expanded. Harbin Institute of Technology and Harbin Engineering Institute have been banned from using MATLAB software, which will further activate the concept of credit creation.

New infrastructure construction in Beijing has been accelerated, and ecological construction has been included in the plan. On June 10, Beijing unveiled its new infrastructure plan, focusing on six directions: “new network infrastructure, data intelligent infrastructure, ecosystem infrastructure, science and innovation platform infrastructure, smart application infrastructure, and trusted security infrastructure”. In terms of information and innovation, the “Plan” proposes to rely on the information and innovation Park, improve the collaborative research capacity of software and hardware at the bottom of r&d, and build the information and innovation application ecology of “two centers and three platforms”.

Ii. Policy developments

1. The Ministry of Industry and Information Technology releases the first batch of industry standard system revision plan in 2020

The Ministry of Industry and Information Technology (MIIT) has completed the first batch of industry standard system revision project plan in 2020 and issued a notice on printing and distributing the first batch of industry standard system revision project plan in 2020, according to the overall arrangement of industry and communication industry standard system revision work.

The production and revision project plan includes the project schedule of 5G and next generation mobile information standards, artificial intelligence standards, industrial Internet standards and network data security standards.

It is mentioned in the revised project plan that a total of 415 projects will be arranged in the first batch in 2020. 287 items were formulated and 128 items were revised; There were 177 standards for key projects, 39 standards for basic public welfare, and 199 general standards. There are 396 product standards and 19 energy saving and comprehensive utilization standards. (Ministry of Industry and Information Technology website)

2. Beijing unveiled its new infrastructure action plan focusing on six directions, including ecosystem infrastructure

On June 9, Beijing issued several opinions on Accelerating the Development of New Business Forms and Models to Promote High-quality Economic Development in Beijing, proposing a policy system of “1+5+N”. As the first of the five plans, Beijing’s Action Plan for Accelerating New Infrastructure Construction (2020-2022) is seen as an important measure to promote steady economic growth and high-quality development in Beijing.

Disclosure of new infrastructure action, focusing on “new intelligent network infrastructure, data infrastructure, ecological system infrastructure, kechuang platform infrastructure, wisdom, application infrastructure, credible security infrastructure” six directions, and the “new network, the new elements, new ecology, a new platform, new application and new security”, the implementation of 30 key tasks. The goal is to basically complete the construction of a new type of infrastructure with a solid network foundation, intelligent data integration, a sound industrial ecosystem, active platform innovation, rich application wisdom, security, credibility and control of international leading level by 2022.

In the field of information and innovation, the “Plan” proposes to rely on the information and innovation Park, improve the r&d capabilities of the underlying software and hardware, and build the information and innovation application ecology of “two centers and three platforms”. It supports the establishment of large-scale open source training platforms and high-performance reasoning engines that support multi-terminal and multi-platform deployment, and forms an industry-level open source model library oriented to industrial applications and covering multiple fields. We will encourage enterprises to develop and operate open source code hosting platforms, support application innovation in shared-software, intelligent algorithms, industrial control, and cyber security based on shared platforms, and foster a collaborative RESEARCH and development and rapid iterative innovation ecosystem. We will promote the development of national BDS Innovation and application demonstration zones, and build a “BDS plus” integrated application ecosystem. (Economic Daily News)

Three, the key public opinion summary

1. The bidding speed of Xinchuang will be accelerated in 2020 or the first year of performance cashing

Source: Government procurement website

Since May, operators such as China Telecom and China Mobile, as well as large state-owned banks represented by Agricultural Bank of China and INDUSTRIAL And Commercial Bank of China, have started to purchase domestic equipment. Industrial Securities believes that financial, telecommunications and other industries have high business complexity and low risk tolerance, so they are more stringent in IT equipment procurement. Judging from the current bidding situation of Xinchuang, the most difficult financial and telecommunications industries are accelerating their landing.

In addition, according to the recent local government public information, some provinces and cities have started bidding. Tianfeng Securities believes that from the end of June to July, the party and the government and other areas of the bidding is expected to be in full swing, this year will be the first year of the large-scale implementation of the letter. In terms of software, Tongxin and Kylin will be the main manufacturers in the operating system market, and Tongxin is expected to occupy a certain share in the PC market. Tongxin has prominent advantages in the industry market, and will increase investment in the server market later. Office software kingsoft alone; Dongfang tong dominates the middleware field, but the price competition pressure increases. (Tianfeng viewpoint)

4. Local dynamics

1. Tianjin has established a Working Committee on Information Technology Application and Innovation

June 12, Tianjin Information Technology Application innovation Working Committee was established. Kong Jinzhu, president of Kylin Software Co., LTD., the first chairman of the municipal credit and innovation Committee, introduced that after the establishment of the municipal credit and innovation Committee, it will carry out work in three key aspects, such as key generic technologies and standards, ecological construction and application promotion, and talent training. (Today evening)

2. Hangzhou’s Action Plan for Strengthening digital Empowerment and promoting “Six New” Development will be issued recently

On June 14, Hangzhou held a media exchange meeting to promote the development of “six new”. The meeting revealed that, after preliminary planning and research, hangzhou has formed an action plan to strengthen digital empowerment and promote the development of “six new”. In the near future will be issued by the Municipal government implementation. According to the plan, Hangzhou will adopt a series of measures in six aspects, including five measures to accelerate the construction of 5G, the construction of green demonstration data center, the construction of air-ground integrated unmanned system, the construction of “cloud computing city”, and the construction of major scientific infrastructure. (Qianjiang Evening News)

3. Quanzhou will build 12 new infrastructure and economic bases with a total investment of more than 200 billion yuan

June 12, Quanzhou city held a new infrastructure new economic base construction competition mobilization meeting. Quanzhou will build 12 new infrastructure and new economic bases, involving a total investment of more than 200 billion yuan, the meeting said. 12 new infrastructure and new economic bases are distributed in licheng, Fengze, Luojiang, Jinjiang, Nan ‘an and other 8 counties (cities, districts). Including sensing intelligent manufacturing industry base, the ancient city of digital animation base, time and space industry base, intelligent equipment manufacturing base, human-computer interaction, industrial base of integrated circuits, digital fujian (anxi) industry base, “core” nanan base, new figures show that industrial base, software and industrial design base, industrial base, intelligent logistics industry base, the smart grid electric appliance industry Base and so on. (Quanzhou, Minnan Network)

5. Industry dynamics

1, the United States “entity list” influence expanded, Harbin Institute of Technology, Harbin engineering was banned MATLAB software

According to machine heart and other media reports, Harbin Institute of Technology, Harbin Engineering teachers and students used by the legitimate MATLAB can not be activated recently, has been activated the legitimate MATLAB out of the anti-activation notice, and then show that the license is invalid, the web page can not log into the Harbin Institute of Technology domain account. MathWorks responded that it has just been informed that the service is no longer available according to the latest US government import and export control list. Please check for further announcements from the school. The teacher in charge of technical support in HIT responded that since June 6, 2020, hit has been included in the entity list of the Us Department of Commerce, which has affected the normal use of MATLAB in the school. Currently, we are actively communicating with MathWorks. (Home of IT)

2. Open source BeOS operating system Haiku R1/ Beta2 was released

Haiku, the open source BeOS operating system, has released its second beta 20 months after the first. Development of the BeOS was discontinued after it was acquired by Palm in 2001, and the Haiku project was officially launched shortly thereafter, with the first release in 2002, Haiku R1 Alpha 4.1 in 2012, and Haiku R1/ Beta1 six years later. Beta2 has improved hardware support and overall stability compared to Beta1. Key changes include improved HiDPI support, improved Deskbar, new input device preferences panel, improved built-in browser WebPositive, more porting software, improved installer, NVMe support, improved XHCI (USB3) support, improved kernel stability and performance, and more. (Moscow ()

3. Microsoft: Windows 10 supports enabling nested virtualization on AMD platforms

Microsoft has announced the imminent arrival of nested virtualization capabilities for THE AMD platform, currently in early testing in The Windows 10 vNEXT beta (Build 19636). Support for Linux KVM virtualization will follow. Nested virtualization is a feature that many professional and enterprise users, especially developers, appreciate because it simplifies many high-level development requirements. The AMD platform’s nesting virtualization feature received five times as many feedback votes as the next one. (Fast Technology)

4. Linux Kernel 5.7.1 released

The Linux Kernel 5.7.1, released recently, is a minor update that introduces no major patches and involves just over 100 lines of code. However, all users of the Linux 5.7 Kernel are advised to upgrade to this version. Linux 5.7.1 retroports HID codes for multi-touch processing of some devices, provides new device ids for AirVast USB devices, and supports MT76 drivers for the new version of Xbox One WiFi adapter. And fixed broken buttons on DS3 USB Dongle. (Reeves society)

5, domestic “Day Yue” computer in Sichuan to establish a production line of the first complete machine off the line

On June 10, Sichuan province’s first “Tianyue” computer, whose core components including chips, operating system and motherboard are all made in China, was successfully put off the production line in Huaying Mountain Economic development Zone. The “Tianyue” computer that rolled off the line on that day was independently developed by 706 Institute of the Second Research Institute of China Aerospace Science and Industry Corporation and started construction in Huaying Mountain Information Technology Industrial Park in March 2020. The first phase of intelligent manufacturing production line has been completed and the annual production capacity of 100,000 domestic computers has been realized. In 2021, the construction of the second phase of the project with an annual output of 300,000 home-made computer production lines will be started. It is expected that by 2022, the third phase of the project will be completed, which will form an annual output of 600,000 home-made computer production capacity. (Guang ‘an Daily)

6. Microsoft Power Platform was officially commercialized in China

Microsoft announced that Power Platform, a low-code business application development Platform in the cloud era operated by 21Vianet, has been officially commercialized in the Chinese market. As a unified low-code development Platform launched by Microsoft, Power Platform provides a fully visual, low-code development experience for all. It can not only realize the integration, customization and expansion of Microsoft Azure, Microsoft 365, and Dynamics 365, the “three drivers” of Microsoft intelligent cloud. It also seamlessly integrates with third-party business applications and data services to help business customers easily gain data insights, create business applications, and accelerate the automation of business processes. (Zhongguancun Online)

7, IDC: Q1 global general server manufacturer revenue down 9% year on year

Recently, IDC released the “Global X86 Server Market Tracker Report for the first quarter of 2020”, the global general purpose server vendors revenue was us $1.68 billion, down 9.1% year on year, shipments were 2.5 million units, down 0.2% year on year. Sebastian Lagana, IDC’s global analyst, said demand from cloud service providers CSP was strong in the quarter, while demand from traditional enterprise customers slowed as the COVID-19 pandemic affected supply chains around the world and delayed delivery of orders from many vendors, causing some decline in the global market.

The global competition pattern is stable, and the top three in the market are Dell, HPE and Inspur. The revenues of Dell, HPE and Inspur decreased by 13%, 21.9% and 11% respectively, making them the only mainstream manufacturers to achieve double-digit growth. (Chinanews.com)

Vi. Company dynamics

1. CDB Cloud released the first cloud desktop of CDB Architecture

CDB Cloud Unveiled its first Cloud desktop in Beijing on June 9. It adopts a unified ict architecture and is equipped with home-made chips, operating systems and applications to achieve end-to-end home-made adaptation and independent security of the whole platform from hardware to software. According to Wang Chengjun, product manager of CDB Xinchuang Cloud Desktop, compared with traditional PC architecture, the released Xinchuang cloud desktop can shorten the failure and demand response time from several hours to several minutes, reduce customer management costs by 50%, make full use of computing and storage resources, and support online second-level expansion and on-demand allocation. (Xinhua)

2. Zhangzhou Zhongke Wisdom Valley signed a contract with China Aerospace Science and Industry to jointly build the credit and innovation industry project

Recently, Zhangzhou Zhongke Zhigu and Institute 706 of the Second Research Institute of China Aerospace Science and Industry Corporation held the signing ceremony of jointly building xinchuang Industry Project (Tianyue Tabletop complete machine project) in Zhangzhou. The tianyue tabletop machine project signed by both parties is planned to be located in Zhangzhou Taiwan Investment Zone Zhongke Zhigu Industrial Park, with a total investment of 300 million yuan. According to the product industry specifications and national standards, the project integrates the motherboards and chassis provided by CasIC 706 institute to manufacture and sell Tianyue desktop complete products (based on Lonson and Feitom chips). After it is completed and put into operation, the annual output value can exceed 1 billion yuan, and the tax shall be more than 50 million yuan. (Southeast Net)

3. Tianjin Binhai High-tech Zone signed a project cooperation agreement with China Great Wall Technology Group Co., LTD

On June 8, Tianjin Binhai High-tech Zone signed a project cooperation agreement with China Great Wall Technology Group Co., LTD., marking the official settlement of China Great Wall (Tianjin) Independent Innovation Base project in Tianjin Binhai High-tech Zone Ocean Science and Technology Park. The project is a wholly-owned subsidiary of China Great Wall Technology Group Co., LTD. The main products in the first phase are computer complete machines with an annual production capacity of 300,000 units. It is reported that the cooperation will rely on the Great Wall of China in the field of independent security computer industry technological advantages, industrial advantages, ecological advantages, to create a based on Tianjin, radiation Beijing, Tianjin and Hebei, facing the Bohai Rim independent security computer intelligent manufacturing center. (China High-tech Industry Guide)

4, Qi anxin and Anxin Network shield reached strategic cooperation

June 10, Qi anxin and Anxin Network shield announced strategic cooperation in the field of server security, the two sides will focus on memory protection technology, jointly promote the upgrade of server security protection system. Krypton (36)

5. 360 wholly acquired Hansi Technology to increase government and enterprise security business

Recently, 360 announced the acquisition of Hsi Technology. Upon the completion of the acquisition, the management team and employees of Hays will join 360’s government and enterprise security team to deeply participate in the development, design and strategy implementation of 360 Security Brain, and jointly promote the development of 360 security strategy. In April, Qihoo 360 acquired yifang Cloud, an enterprise document management and collaboration product. After the acquisition, Yifang Cloud will maintain independent development, complement and cooperate with 360 security cloud disk in products, and upgrade products and services around the business of “enterprise web disk + collaborative office”.

Judging from the characteristics of 360’s acquisition, it will focus on the development of the core business of Internet security, among which, government and enterprise security may become an important direction of 360’s future investment and development. (Changjiang Business Daily)

6. Ant Group establishes OceanBase, an independent database company

On June 8, Beijing time, Ant Group announced that OceanBase, a database product developed by ant group, would be operated independently as a company, and the establishment of Beijing Aoxing Beth Technology, a database company held 100% by Ant, and ant Group CEO Hu Xiaoming personally served as the chairman. This move marks the large-scale commercialization of ant’s star technology product, and also pushes the distributed database, China’s top self-research technology, into a new stage of development. OceanBase will be upgraded to an enterprise-class distributed database that supports HTAP mixed loads in a major release this year that will add analytical business processing capabilities to its existing capabilities. OceanBase also announced that it will serve more than 10,000 corporate customers worldwide within the next three years. (Zhongguancun Online)