One, a week of public opinion points
This week, the guidelines on Expanding Investment in Strategic Emerging Industries, Fostering growth poles for New Growth points, were released, proposing tasks such as focusing on investment in key industries, creating new heights for industrial agglomeration and development, and enhancing the ability to guarantee capital. Based on the current development stage of the industry and the domestic and international environment, the guideline made the decision to expand investment and cultivate growth points and poles. For the new generation of information technology, the guidelines emphasize the improvement of quality and efficiency, the main focus includes: new infrastructure, 5G, enterprise digital transformation, basic materials, key chips and other core technologies, industrial Internet and other technological innovation integrated application.
Huawei Fully Connected 2020 will be held in Shanghai from September 23 to 26. At the conference, Huawei released ModelArts3.0, a one-stop AI development platform, and a series of development kits for diversified computing, demonstrating its determination to invest in the field of AI basic technology and framework. In addition, Huawei Cloud released the HMS ecological support plan, providing cloud resources of 500 million yuan in the first batch, focusing on supporting 1,500 HMS applications. In the commercial phase, each application will receive up to 1.2 million yuan of advertising resources.
At the local level, sichuan Ict Industry Park was opened in Chengdu High-tech Zone on September 25. Ict industry, as a new engine and new growth point of digital economy development, will strongly support Chengdu’s “5+5+1” key industries and Sichuan’s strategic goal of building a strong digital economy province. Recently, the 2020 Xizang Information Technology Innovation and Application Products and Technology Development Seminar was held, with the theme of “Casting network security Great Wall link happy world”, focusing on the latest products and solutions of information technology innovation, sharing product innovation and technology achievements.
In terms of industry, the first National Ecological Innovation Competition of Information and Innovation Industry was officially launched in 2020. The competition focused on the domestic independent CPU system and operating system to cultivate and strengthen the industrial ecology of information technology application innovation in China. Talent shortage is one of the major problems facing China’s cybersecurity industry, experts and business people called for during the 2020 National Cybersecurity Publicity Week Summit forum, with a shortage of 500,000 to 1 million cybersecurity talents. Shanghai, Beijing, Shenzhen and Hangzhou were selected as the first fintech center cities in the world, as the first global fintech conference “Bund Conference” was held at the Huangpu Expo Site in Shanghai from September 24 to 26.
Ii. Analysis of public opinion communication
Policy dynamics
1. The four departments issued the Guiding Opinions on Expanding Investment in Strategic Emerging Industries, Cultivating and Strengthening New Growth Poles.
Four departments, including the National Development and Reform Commission, recently issued guidelines on expanding investment in strategic emerging Industries and fostering growth poles of New Growth points. The guidelines put forward four key tasks. First, focus on investment in key industries. We will speed up breakthroughs in key core technologies such as basic materials and key chips, accelerate the commercial development of 5G, and promote the digital and intelligent transformation of education, tourism, municipal and other industries. We will steadily promote integrated innovation and integrated application of industrial Internet and other technologies. Second, we need to develop industrial clusters. We will foster 10 strategic emerging industry bases with global influence, 100 strategic emerging industry clusters with international competitiveness, and guide and reserve 1,000 strategic emerging industry ecosystems with their own characteristics, so as to form a development pattern with a clear division of labor and interconnection. Third, we need to enhance our ability to ensure financial support. We will encourage local governments to set up special funds for strategic emerging industries, and encourage nongovernmental capital to set up industrial investment funds in a market-based manner. Fourth, we will improve the investment service environment, and make every effort to promote the circulation of goods, capital, personnel, and policies for major projects. (NDRC website)
2, the implementation of the network security level protection system and critical information infrastructure security protection system guidance
Recently, the relevant departments formulated and issued the guidance on implementing the network security protection system and the key information infrastructure security protection system. We will further improve the comprehensive national cybersecurity prevention and control system, effectively guard against cybersecurity threats, effectively handle major cybersecurity incidents, and effectively ensure the security of critical information infrastructure and important networks and data. The guidelines ensure the thorough implementation of the graded cybersecurity protection system, the establishment and implementation of the security protection system for critical information infrastructure, significant improvement in cybersecurity monitoring, early warning and emergency response capabilities, and the formation of a comprehensive cybersecurity prevention and control system. The guidelines put forward requirements for strengthening cooperation and cooperation in network security protection and ensuring network security work. For example, when building the network security protection business platform and the platform intelligent brain of the industry and the unit, the industry competent authorities and network operators should connect with the platform of the public security organ to further form a comprehensive prevention and control pattern with the combination of bars and blocks, vertical and horizontal connectivity and collaborative linkage. Key industries, network operators and public security organs should establish network security monitoring and command centers to jointly form a normal and practical network security working mechanism. (Beijing Daily)
Four, the key public opinion summary
1. Focus on Huawei Fully Connected Conference
Huawei Fully Connected 2020 was launched in Shanghai on September 23. Guo Ping, chairman of Huawei, said in his keynote speech entitled “Five Machines working together to Create New Value for the Industry” that the ICT industry is facing huge development opportunities, and the government and enterprises are fully engaged in digitalization and intelligence. Huawei is expected to open a new chapter together with its partners. (Essence Securities)
[Intelligent business continuous layout to enhance basic technical capabilities]
At the 2020 Fully Connected Conference, Huawei released a one-stop AI development platform, ModelArts3.0, and a series of development kits for diversified computing, demonstrating its determination to invest in the field of AI basic technology and framework. ModelArts3.0 is based on the long-term basic research in the three AI fields of computer vision, speech semantics and decision optimization and the practice of more than 600 AI projects in more than 10 industries. It integrates backbone model, federated learning, model intelligent evaluation and diagnosis, and high-performance AI computing to accelerate AI into production systems and play a greater value. At the same time, Huawei jointly released the “Intelligent Base” industry-education integration collaborative education base with the first batch of 72 universities.
HMS continues to iterate to improve the strength of mobile terminal software
At present, HMS has expanded and improved huawei Wallet, Huawei City Services and collaborative platform, and fully opened five root service engines including payment, advertising, browsing, map and search to the world. According to huawei official data, the number of registered developers of Huawei HMS ecosystem has reached 1.8 million, and the number of applications integrated with HMS Core has reached 96,000 globally, making HMS ecosystem the third largest mobile application ecosystem in the world. Zheng Yelai, president of Huawei Cloud business, said at the Fully Connected Conference that Huawei Cloud released the HMS ecological support plan, providing cloud resources of 500 million yuan in the first batch, focusing on supporting 1,500 HMS applications. In the commercial phase, each application will receive up to 1.2 million yuan of advertising resources. We hope that the two application distribution platforms can help developers accelerate the transformation of business value.
[Basic software open source, Open and Expand ecology]
At the 2020 Fully Connected Conference, Huawei further launched the latest version of openEuler operating system and openGuass database, and has always maintained open source product embrace technology community and accepted open product security inspection. At the conference, TalkwebOne Information released its first self-developed server operating system — TalkwebOne OS based on Huawei openEuler. The operating system is a customized operating system optimized for industrial applications. It is based on specific industries and application features. It is necessary to optimize the configuration of related software stacks and system core software packages. Huawei has always maintained an open attitude. Since 2016, the number of developers in huawei’s cloud and computing field has grown from 25,000 to 1.8 million, an increase of more than 70 times. In 2019, Huawei released “Fertile Land Plan 2.0”, investing 1.5 billion US dollars in the next five years to develop cloud and computing developers.
5. Local dynamics
1. Nanjing Jiangbei New Area Information Technology Application Innovation Industry Planning report and signing ceremony
On September 25, jiangbei New Area information technology application innovation industry planning report and signing ceremony was held. Nanjing Jiangbei New District Management Committee signed a contract with the National Industrial Information Security Development research Center to jointly promote the development of information and innovation industry. It is understood that the two sides will build the Jiangbei New Area information and innovation Industrial Park with the industrial technology research and innovation Park as the core area in the south and the intelligent manufacturing industrial park as the core area in the north, and create an integrated spatial development layout of “one park leading, two nuclear strengthening, five areas coordination”.
2. Sichuan Xinchuang Industrial Park opened in Chengdu High-tech Zone
On September 25, the opening ceremony of Sichuan Xinchuang Industrial Park and Sichuan Xinchuang Intensive Security Center was held in Xinchuan Innovation Science and Technology Park, Chengdu High-tech Zone. The relevant person in charge of Chengdu High-tech Zone said that as a new engine and new growth point of digital economy development, the credit and innovation industry will strongly support Chengdu’s “5+5+1” key industries and sichuan’s strategic goal of building a strong digital economy province. Next, chengdu high-tech zone will rely on information technology innovation of sichuan province industrial park related software and information technology services industries development, further improve the information technology industry chain upstream and downstream application innovation, give full play to the technology, scientific research, talent and achievements transformation of synergy, to chengdu to build software “world city” to add new engines, the momentum. (National Business Daily)
3. 2020 Xizang Seminar on Innovative Application products and Technology Development of Information Technology was held
Recently, the 2020 Xizang Information Technology Innovation and application Products and Technology Development Seminar sponsored by the Internet Association of Tibet Autonomous Region and Xizang Great Wall Computer System Co., LTD was held. This seminar to “casting network security Great Wall link happy world” as the theme, focusing on the latest products and solutions of information technology innovation, share product innovation technology achievements. All participating units and on behalf of the combined with the actual development of our company, with innovation drive as the center, the depth of communication, to discuss a letter construction and development of our network security related topics, research information technology innovative applications to help Tibet information construction efficiency related issues, promote the informatization new ideas, new technology, combined with the actual development of our new products, Jointly promote the ecological construction and development of information and innovation and network security industry in our district. (Lhasa Daily)
4. Shanghai Municipal Government deepened strategic cooperation with Huawei, and the Qingpu R&D Center project was started
The signing of the Framework agreement on deepening strategic cooperation between Shanghai Municipal Government and Huawei and the groundbreaking ceremony of Huawei Qingpu R&D Center project was held on April 27. According to the framework agreement, the two sides will adhere to the “pragmatic and efficient, cooperation and win-win” principle, in integrated circuits, software and information services, Internet, networking, industrial areas such as the Internet, the wisdom city demonstration application, strengthen the innovation of technology research and development, demonstration application, integration of cooperation, expand the huawei company in Shanghai business scope, promote the development of the Shanghai information industry innovation, We will promote the development of new infrastructure and smart cities. (www.chinanews.com)
5. Shandong Provincial government signed a strategic cooperation agreement with Tencent
On the afternoon of September 23, shandong Provincial People’s Government and Shenzhen Tencent Computer System Co., LTD signed a strategic cooperation agreement in Jinan. Shandong Governor Li Ganjie and Tencent Senior Vice President Xi Dan attended the signing ceremony. According to the agreement, the two sides will make full use of advanced information technologies such as mobile Internet, Internet of Things, big data, cloud computing and artificial intelligence to deepen cooperation in the construction of digital government, digital economy, digital society and digital platform. (Dazhong Daily)
6. Industry dynamics
1. The first National Ecological Innovation Competition of Ict Industry in 2020 was officially launched
The first National Ecological Innovation Competition of industry integration force was launched in Beijing in 2020. This competition focuses on the domestic independent CPU system and operating system to cultivate and strengthen the industrial ecology of information technology application innovation in China. By holding entrepreneurship competition, core enterprises, industrial ecological chain enterprises and innovation teams are gathered and attracted to provide innovative innovative products, solutions or related services centering on technological innovation or weak links of the industrial chain, so as to promote the healthy development of industry ecology and improve and promote the development of China’s ict industry. (Autonomous and controllable news)
2. Linux Foundation: The ban will not affect our collaboration with Bytedance and Tencent
The US Department of Commerce issued a ban on TikTok and wechat on Sept 18, announcing that the two apps will be removed from the US market from Sept 20. “Nothing in the ban will prevent or affect our ability to work openly with Tencent and Bytedance, two important members of the open source ecosystem,” the Linux Foundation said in a blog post on its website. The Linux Foundation is the largest non-profit open source consortium in the world. Krypton (36)
3. The ranking of cloud computing market in Asia-pacific region was released: Amazon cloud service ranked first and Alibaba second
Synergy Research has released data on the cloud computing market in the Asia-Pacific region for the second quarter of 2020. According to the data, Amazon Cloud Services (AWS) ranks first and has a lead in terms of quarterly revenue, followed by Alibaba, Microsoft, Tencent, Google and NTT. (TechWeb)
4, network security talent demand bullish gap as high as 500,000 to 1 million people
Recently held during the 2020 National Network security Publicity Week summit forum, experts and business people have called for the shortage of talent is one of the main problems facing the national network security industry, the need to vigorously cultivate network security actual combat, practical talents. CAI Jingjing, president of Beijing Yongxin Zhicheng Technology Co., LTD., said that at present, there are only more than 20,000 network security-related graduates each year, and China’s gap in this area is as high as 500,000 to 1 million people, especially the actual combat, practical talent is very short. A number of industry experts believe that the current security industry talent demand is strong, the training of an excellent network security professional talent cycle is very long, need to go through years of systematic experience in rich practical business scenarios. (CnR.CN)
5. Bund Conference, the first Global Fintech Conference
From September 24 to 26, the bund Conference, the first global fintech conference, was held at the Huangpu Expo Site in Shanghai. The theme of this year’s Bund Conference is “Technology for a More Inclusive Future”, directed by the Shanghai Municipal People’s Government and hosted by Alipay and Ant Group. The conference covers a wide range of topics including fintech innovation, global economy, data security and protection, business civilization, urban life, green sustainability, talent and research. According to the 2020 Global Fintech Hub Report released at the Bund Conference, the top 10 fintech countries include China, the United States, the United Kingdom, Australia, Canada, Singapore, Japan, Germany, the Netherlands and France. The top eight fintech cities are Shanghai, Beijing, Shenzhen, Hangzhou, San Francisco (Silicon Valley), New York, London and Chicago, with Chinese cities accounting for half of the total. (Xiaoxiang Morning Post)
Vii. Company dynamics
1. Digital China launched kuntai series products
On September 24th, in the Huawei Fully Connected Conference held in Shanghai, Digital China together with huawei and other partners gathered to witness the debut of several kuntai series terminals, servers and solutions based on Kunpeng architecture of Digital China. In addition to general-purpose server products, Digital China also releases a number of cloud computing and software-defined storage servers. It is reported that the second expansion project of Xiamen Supercomputer Center has purchased and used The Shenzhou Kuntai server produced by Digital China Xiamen production base. (www.chinanews.com)
2. Zhongguancun Forum Financial Credit creation signed a strategic cooperation agreement between China Information And Jinshang Bank
On September 19, in the national “2020 Zhongguancun Forum — Fintech Forum”, Jinshang Bank and China Information Reached a consensus on the in-depth cooperation of financial information and innovation, and signed a strategic agreement on Distributed Architecture Platform Information and innovation Solutions. The two parties will cooperate on the construction of distributed technology platform and distributed core system, a new generation of “science and technology hub” of Jinshang Bank. Jinshang Bank will adopt the shenzhou Information Finance level distributed technology platform [email protected] as the distributed framework platform of the bank’s application system to complete the construction of the bank’s distributed application architecture and micro-service system. At the same time, the core business system of “distributed + micro service + cloud native” of China Information is applied to upgrade the existing core business system of the bank, providing scientific and technological escort for its long-term development, and building a solid foundation for the independence, innovation and security of the scientific and technological system. (Securities Daily)
3, Alibaba announced the “cloud nail integration” strategy, Ali cloud and Nail comprehensive integration
Alibaba announced a new round of strategic deployment, will nail upgrade to big Nail business division, and Ali Cloud comprehensive integration, and integrate all relevant forces of the group, to ensure that the “cloud nail integrated” strategy fully landed. From now on, the original Dingding Business Division, Ali Cloud video cloud team, Ali Cloud Teambition team, enterprise intelligence business division suitable team, government and enterprise cloud business division, digital government Affairs In Taiwan Business division, Wuding Science and Technology department have joined the new Dingding Business Division, fully integrated into Ali cloud intelligence. In the big Nail Business Division, “Intelligent Collaboration and Video Cloud Business Division”, “Industry Nail Business Division” and “Government affairs Middle Taiwan Business Division” were newly established. (Sina Technology)
4, SMIC: only for civil and commercial end users to provide products and services
On September 27, SMIC announced that certain products exported by SMIC, its subsidiaries and joint ventures will be subject to export controls according to a document that appears to have been issued by the Bureau of Industry and Security of the Department of Commerce of the United States. As of the disclosure date of this announcement, the Company has not received such official information. The company reiterates that SMIC only provides products and services for civil and commercial end users. The company has no relationship with the Chinese military and does not produce for any military end users. (Sina Finance)
5, JINGdong several department released “ten billion soaring” plan
Recently, JINGdong Data Department released the partnership “10 billion soaring” plan — will invest 10 billion yuan in capital and resources, through strategic investment, cash incentives, project cooperation, marketing support, technical support and other ways, continue to invest 10 billion, to help 100 core partners in the field of digital transformation to achieve a total output value of 100 billion yuan. Krypton (36)
6. Insiders: TSMC’s 3nm process capacity will rise to 100,000 wafers per month by 2023
According to foreign media reports, TSMC, the industry leader in chip manufacturing process, is developing more advanced 3nm and 2nm processes, of which 3nm is scheduled for venture trial production in 2021 and mass production in the second half of 2022. TSMC is now on track for mass production of the 3nm process in the second half of 2022, with capacity set at 55,000 wafers per month, according to people familiar with the matter. 55,000 wafers per month is the initial production capacity, which will gradually increase to 100,000 wafers per month by 2023. (TechWeb)
Fudan Micro, the leader of integrated circuit, completed IPO guidance and planned to sprint science and technology innovation board
Recently, Shanghai Fudan Microelectronics Group Co., Ltd. has completed the IPO guidance of the Science and innovation Board and submitted a summary report of the guidance work to the Shanghai Securities Regulatory Bureau. Fudan Micro to “science and Technology Innovation Board Daily” reporters said, is currently counseling acceptance, has not been declared; It will definitely be declared after acceptance, but there is no estimated time at present. Information shows that Fudan Micro, established in 1998, is engaged in the design, development and testing of very large scale integrated circuits, and provides system solutions to customers. (Science and Technology Innovation Board Daily)
8. Intel says it has moved into the $65 billion edge computing space and isn’t worried about Nvidia buying Arm
Intel is expected that by 2024, the so-called “computing” edge will reach $65 billion market value, and the market is steadily becoming one of the most important source of revenue in the company, the company has developed in the emerging field of dominant strategy, and don’t worry about the nvidia challenges brought about by the acquisition of the Arm chip design company. (Tencent Technology)
9. Huawei applies for the registration of the trademark “Huawei Phoenix” : it is classified as scientific instrument internationally
Huawei applied for the trademark of “Huawei Phoenix” on September 15, according to qiqiuming information. According to the information on the page, the registration number of “Huawei Phoenix” trademark application is 49755328, the international classification is “09- Scientific Instruments”, and the current status is “application for registration”. (Skypole)
10. Jingdong Data Department has strategic cooperation with The Digital Currency Research Institute of the People’s Bank of China
Recently, JINGdong Data Department reached strategic cooperation with the Digital Currency Research Institute of the People’s Bank of China. Based on the digital RMB project, the two sides jointly promoted the r&d and construction of mobile basic technology platform and blockchain technology platform. At the same time, combined with the existing scenes of JINGdong Group to promote the mobile application function innovation of digital RMB, as well as the ground application of online and offline scenes. (Blue Whale Finance)
11. Signed Tencent Cloud (Yueyang) Industrial Internet Base
On the morning of September 21st, Yueyang Economic Development Zone, Tencent Cloud and Guangya Group signed a tripartite cooperation agreement to build Tencent Cloud (Yueyang) industrial Internet base. Tencent (yueyang) industrial Internet cloud base by tencent cloud and light group cooperation construction operation, construction including tencent cloud industrial Internet platform, including but not limited to tencent proprietary cloud platforms, industry manufacturing collaboration platform, the Internet learning training platform, the Internet industry power platform portal, online customer service system, etc., And the construction of industrial Internet innovation display center and operation service center. (TechWeb)
Huawei and Intel release the FusionServer Pro series next-generation server product 2488H V6
Huawei and Intel jointly released the latest generation of FusionServer Pro server 2488H V6 online on September 22. Huawei describes that the FusionServer Pro series is based on the x86 architecture and provides strong universal and heterogeneous computing capabilities. The 2488HV6 comes with four third-generation Intel xeon scalable processors, 48 DDR4 memory modules, 11 PCIe expansion slots, and the latest AI training and reasoning modules for up to 560TFLOPS in a 2U space. (Xin Zhi Xun)
Xinhua three active security strategy 2.0 was officially released
On September 17, 2020 HCS Hefei Cyber Security Conference was successfully held. Xinhua Third Group, a subsidiary of Unigroup, announced the official launch of active security 2.0 strategy at the conference, which will escort the development of new infrastructure from the four aspects of “AI Inside” security AI, cloud-enabled security cloud, security coordination of the whole network, and security symbiosis of interoperability and mutual integration. (Headlines)