“Science and Technology Innovation Board Daily”, September 30 — The main contents of today's Science and Technology Innovation Board Evening Report include: Ministry of Industry and Information Technology: Integrated circuit design revenue of 239.3 billion yuan in the first 8 months; Beijing: striving to reach 100 billion yuan in the low-altitude economy industry through three years; Guangdong: Accelerating technological breakthroughs and industrialization of large models, embedded intelligent robots, future smart terminals, and intelligent unmanned systems.

[Focus on hot topics]

Newsletters:

After the “Eight Rules of Science and Technology”, the second round of the IPO application of Xinxin Co., Ltd. was accepted on the Science and Technology Innovation Board

After a lapse of several months, A-shares finally ushered in a new corporate IPO application. According to the Shanghai Stock Exchange website, Xinxin's Science and Technology Innovation Board IPO review status was updated to “accepted”. The acceptance period is September 30. The company plans to raise 4.8 billion yuan. The sponsors are Cathay Pacific Junan and Huayuan Securities, and the accounting firm is Ernst & Young Huaming Accounting. This is also the second one after “Kohachijo.”

Ministry of Industry and Information Technology: The software industry's integrated circuit design revenue of 239.3 billion yuan increased 13.8% year-on-year in the first 8 months

According to data released by the Ministry of Industry and Information Technology, in the first eight months, software product revenue was 1911.5 billion yuan, an increase of 8.2% over the previous year, accounting for 22.4% of the industry's revenue. Among them, revenue from industrial software products was 181.1 billion yuan, up 8.2% year on year; revenue from basic software products was 118.2 billion yuan, up 11.6% year on year. IT services revenue continues to grow in double digits. In the first eight months, IT service revenue was 5,779 billion yuan, an increase of 12.5% over the previous year, accounting for 67.6% of the industry's revenue. Among them, cloud computing and big data services achieved a total revenue of 883.4 billion yuan, up 11.8% year on year, accounting for 15.3% of IT service revenue; integrated circuit design revenue of 239.3 billion yuan, up 13.8% year on year; and e-commerce platform technology service revenue of 780.3 billion yuan, up 9.3% year on year. Information security revenue growth continues to slow. In the first eight months, revenue from information security products and services was 127.3 billion yuan, up 7.0% year on year. Embedded systems software revenue is growing steadily. In the first eight months, embedded system software revenue was 731.4 billion yuan, up 9.7% year over year.

Beijing: Striving to reach 100 billion yuan in low-altitude economy industry in three years

On September 30, the Beijing Economic and Credit Bureau and other departments issued the “Beijing Municipal Action Plan to Promote High-Quality Development of the Low-Altitude Economy Industry (2024-2027)”. According to the plan, Beijing will strive to reach 100 billion yuan in low-altitude economy and industry in three years. The plan also proposes expanding aviation emergency rescue applications, promoting normalized low-altitude logistics distribution applications in Yanqing, Pinggu, Miyun, Fangshan and other regions where conditions are available, and exploring the establishment of low-altitude passenger routes between Daxing Airport and Xiong'an New Area.

Guangdong: Accelerating technological breakthroughs such as large models, embodied intelligent robots, future smart terminals, intelligent unmanned systems, etc., and forward-looking industrialization of brain-like intelligence

The People's Government of Guangdong Province issued the “Action Plan on Accelerating the Cultivation and Development of Future Industries” to accelerate the development of high-speed all-optical communication, next-generation mobile communication, computing power networks, optical computing and visible light communication, and build a future network system integrating space and space, integrated communication and sensing, and deep integration of facilities and applications. Accelerate technological breakthroughs and industrialization such as large models, embodied intelligent robots, future intelligent terminals, and intelligent unmanned systems, and forward-looking layout of brain-like intelligence. Accelerate technological breakthroughs and industrialization of synthetic biology, AI+ biomedicine, cell and gene therapy, brain science and brain computer interface, organoids, etc., and promote the integrated development of biotechnology and information technology. Accelerate technological breakthroughs and industrialization such as quantum computing, quantum precision measurement, and quantum communication, and lead a new round of information revolution.

India will investigate the cause of the fire at the Apple phone parts factory

Officials in the southern Indian state of Tamil Nadu said on September 29 that the local judicial department has dispatched investigators to investigate the cause of the fire that occurred the day before at Tata Electronics' Apple phone parts factory. Currently, the factory where the incident occurred is still shut down. The factory is located in Hosur, Tamil Nadu. A fire broke out in the early morning of the 28th. The fire department said the fire started in an area where chemicals were stored. Local official KM Salayu said that the fire has now been completely extinguished and the smoke has dissipated. There were 523 workers on duty at the time of the incident. All were promptly evacuated, and 10 of them were treated. Tamilnadu's industrial safety official J. Saravanam said that it has not been decided when to resume production and needs to be further assessed based on damage inside the factory. He said that all those injured in the fire were related to inhalation of heavy smoke.

Depth:

Red all over the line! Can the single-day increase in Science and Innovation 50 continue after the “hot” holiday of innovative, high-tech investment?

Leveraging over 100 billion social capital! Shanghai Jiading Science and Technology Investment Group was established

Demand for semiconductors is booming! South Korea's chip inventory is declining at the fastest rate since 2009

[Science and Technology Innovation Board Announcement]

Guoguang Electric: Shareholder BIC Lianchuang broke its promise to reduce the company's stock holdings and apologized

Guoguang Electric announced that the company received an “Notice of Apology for Breaching Promise to Reduce Shareholding” issued by shareholder Bingzi Lianchuang. Bingtou Lianchuang reduced its holdings of 0.7226 million shares through centralized bidding between November 20, 2023 and January 2, 2024, when the company did not announce a plan to reduce its holdings, accounting for 0.67% of the company's total share capital, and the transaction amount was 73.88 million yuan; from September 3, 2024 to September 27, 2024, it reduced its holdings of 0.2669 million shares through centralized bidding, accounting for the company's total share capital 0.25%, transaction amount was $10.82 million. The above reduction in holdings violates its promise in the prospectus that “the company guarantees that it will abide by laws, regulations, and relevant regulations of the China Securities Regulatory Commission and the stock exchange when reducing holdings, and announce it 3 trading days in advance.” BIC Lianchuang and related staff have carried out an in-depth self-investigation and reflection, and sincerely apologize to the company and investors for the impact caused by this.

Shengmei Shanghai: The total amount of orders in hand is 6.765 billion yuan

Shengmei Shanghai announced that as of September 30, 2024, the total amount of the company's current orders was 6.765 billion yuan (including the amount of contracts signed and contracts that have not been signed).

Goodwell: Resignation of directors, senior management and core technical staff

Goodwell announced that the company's board of directors recently received a resignation report from Fang Gang, director, deputy general manager, and core technical staff. Fang Gang applied to resign as the company's director, deputy general manager, and member of the board's strategy committee due to personal reasons, and no longer serves as the company's core technical staff. After Fang Gang resigns, he will no longer hold any position in the company. The company signed a confidentiality agreement with Fang Gang. His departure will not affect the integrity of the company's patents and other intellectual property rights, and will not have a significant adverse impact on the company's business development and technological innovation.

Wa Shares: Shareholders plan to reduce their holdings of the company by no more than 3% in total

Pawa Co., Ltd. announced that shareholders Huiyi Xinyuan 1, Huiyi Xinyuan 2, and Huiyi Xinyuan 3 plan to reduce their total holdings of the company's shares by no more than 4.8376 million shares (no more than 3% of the company's total share capital) due to their own capital requirements.

[Venture capital weather vane]

Oksong Electronics completes Series D financing of 0.7 billion yuan

Guangzhou Aosong Electronics Co., Ltd. recently announced the completion of Series D financing of 0.7 billion yuan. This round of financing was led by Zhongke Holdings, Yufu Holdings, and Youbo Capital. Established in 2003, Osong Electronics is a company focusing on the development of temperature and humidity sensors and instruments. Its products include network type pipeline temperature and humidity transmitters, WiFi type temperature and humidity transmitters, etc. The company has previously completed Series A, Series B and Series C financing. This round of financing will be used to further expand production capacity, increase R&D investment, and market promotion.

Hydrogen Source Intelligence completes Series B financing of 100 million yuan

Beijing Hydrogen Source Intelligent Technology Co., Ltd. (Hydrogen Source Intelligence) has recently completed Series B financing of 100 million yuan. The investors are Shanghai Haiji Pu Cheng and Guohong Hydrogen Energy's founders and affiliates. Established in 2021, Hydrogen Source Intelligence is an enterprise focusing on the development and manufacture of drone solid hydrogen power systems and drone anti-interference integrated navigation systems. The company has mastered the world's leading MOFs solid hydrogen storage core technology, and has domestic leading anti-interference fusion navigation technology for drones. This round of financing will be used to further promote the development and market expansion of hydrogen source intelligence high-efficiency solid hydrogen power systems, unmanned intelligent equipment and solutions in the fields of energy, transportation, military police, emergency, etc. According to reports, Hydrogen Source Intelligence has previously completed Series A financing.

Yinshi Robotics completed the B2 round of financing of over 100 million yuan

Intime Robotics recently completed the B2 round of financing of over 100 million yuan. This round of financing was led by Dachen Financial Intelligence, followed by funds owned by Shenzhen Venture Capital, CICC Capital, Junshan, Tiantou Science and Technology Innovation Investment Company, Xinlian Capital, and Covos. Jiuqian Capital acted as the exclusive financial advisor for this round. Since then, the robot focused on the development of micro servo electric cylinders and human-like five-finger dexterous hands. As the first commercially-produced dexterous hand in China, the cumulative sales volume has exceeded 1,000 units.