The Sci-Tech Innovation Board Daily News on October 15th includes the following main content: Shanghai Municipal Transportation Commission: By 2030, the '5G+ digital twin' smart aviation hub will be basically completed; Domestic photoresist passes mass production verification; The US government is reportedly considering restricting Nvidia and AMD from selling AI chips to certain countries.

Focus on hot topics

Shanghai Municipal Transportation Commission: By 2030, the '5G+ digital twin' smart aviation hub will be basically completed.

On October 15, Yu Fulin, Director of Shanghai Municipal Transportation Commission, stated at the 2024 North Bund International Shipping Forum press conference that Shanghai will focus on the construction of the Shanghai International Shipping Center, closely monitor the development of 'three transformations' related technologies and domestic and foreign policy dynamics. It aims to basically establish a framework for the green and smart development of the Shanghai International Shipping Center, an intensive low-carbon integrated transport system by 2025, and initially build smart ports and smart airports. By 2030, it will basically construct an intelligent wharf cluster and a '5G+ digital twin' smart aviation hub integrating land and air, with multiple networks, achieving a unified face for travel, logistics, one-time clearance inspection, one network for operation, and one platform for supervision. This will promote Shanghai Airport and port carbon emission entering the peak platform period, strive to achieve high-quality development of the Shanghai International Shipping Center, and contribute Shanghai's experience and strength to building a shipping power.

Domestic photoresist passes mass production verification

According to today's news from China Optics Valley, a major breakthrough has been made by Optics Valley companies in the field of semiconductor-specific photoresist: Wuhan Taizii Microelectronics Technology Co., Ltd. has launched the T150 A photoresist product, which has passed the mass production validation of semiconductor processes, achieved full autonomous design of the formula, and is expected to create a new situation in domestic semiconductor photolithography manufacturing. This product benchmarks the mainstream KrF photoresist series of leading international companies. Compared to the foreign UV1610 product in the same series known as "demonic photoresist" by the industry, T150 A exhibits an extreme resolution of 120nm in the photolithography process, with greater process tolerance, higher stability, excellent post-hardening film retention rate, and a more friendly performance towards the post-etching process, as verified by the excellent verticality of the sidewalls of the lower-layer medium after etching the dense patterns in T150 A.

The 2024 China International Digital Economy Expo will be held in Shijiazhuang from October 24th to 26th.

The 2024 China International Digital Economy Expo will be held at the Shijiazhuang (Zhengding) International Convention and Exhibition Center from October 24th to 26th. This expo will be themed around "ai Empowering Industry Development" and will include an opening ceremony and main forum, an ai large-scale model seminar, five industry exchange activities, an innovation achievement release event, as well as exhibition displays and smart travel experience activities.

According to reports, the US government is considering restricting Nvidia and AMD from selling AI chips to certain countries, focusing on Gulf countries.

According to reports, sources said that officials from the Biden administration have discussed restricting the sale of advanced AI chips by Nvidia and other US companies, limiting the AI capabilities of some countries. Sources said that for national security interests, the new regulations will set limits on export permits for certain countries. Officials will focus on Gulf countries, where the demand for AI data centers is increasing and they have strong financial resources. The evaluation work is still in the early stages and there may still be variables.

In-depth analysis:

The industrialization of photoresists is again reported to be bullish. How promising is the company behind it, which was established less than 5 months ago?

The successful launch of the starship 'Fifth Flight' and the recyclable launch vehicle receiving reinforcement injections, how is the progress of our country's enterprises?

Haiguang Information's Q3 profits surged, Ge Weidong may reduce positions before the main uptrend.

Announcement of the Science and Technology Innovation Board

Haiguang Information: Net profit in the third quarter of 2024 was 0.672 billion yuan, a year-on-year increase of 199.90%.

Haiguang Information released the third quarter report of 2024. During the reporting period, the company achieved an operating income of 2.374 billion yuan, a year-on-year increase of 78.33%; the net profit attributable to shareholders of the listed company was 0.672 billion yuan, a year-on-year increase of 199.90%. The company stated that the performance growth was mainly attributed to increased investment in technology research and development, maintaining market leadership in product competitiveness, and continuously increasing market demand. Xiaocai Note: Net profit in Q2 was 0.565 billion yuan, based on which, the net profit in Q3 increased by 19% compared to the previous quarter.

Great Technology: Net income in the third quarter increased by 171.09% year-on-year.

Weice Technology released the third quarter report of 2024. The company achieved an operating income of 0.74 billion yuan in the first three quarters, a year-on-year increase of 43.62%; the net profit attributable to shareholders of the listed company was 62.0178 million yuan, a year-on-year decrease of 30.81%. In the third quarter, the operating income was 0.31 billion yuan, a year-on-year increase of 52.47%; the net profit attributable to shareholders of the listed company was 51.1612 million yuan, a year-on-year increase of 171.09%. The company stated that the performance growth was mainly attributed to the gradual recovery of the semiconductor industry, as well as the increasing demand for high-performance chip testing such as CPU, GPU, AI, and high-reliability chip testing in industrial and automotive electronics.

Amlogic: Net income is expected to increase by about 90% in the first three quarters.

Amlogic announced that it is expected to achieve revenue of approximately 4.64 billion yuan in the first three quarters of 2024, an increase of about 20% year-on-year; it is expected to achieve net income attributable to owners of the parent company of approximately 0.594 billion yuan, an increase of about 90% year-on-year; it is expected to achieve net income attributable to owners of the parent company after deducting non-recurring gains and losses of approximately 0.55 billion yuan, an increase of about 106% year-on-year. During the reporting period, the company's sales revenue and net income maintained rapid growth, mainly benefiting from the gradual market recovery, active sales strategy, and improvement in operational efficiency. The company's multi-product line strategy has made new breakthroughs, with good performance in new product development and market. At the same time, the company continues to strengthen research and development investment and take measures to improve operational efficiency. It is expected that the full-year revenue in 2024 will increase year-on-year, with certain uncertainties in specific performance.

Huaqin Technology: The estimated net profit for the first three quarters is about 0.309 billion yuan, a year-on-year increase of 14.4%.

Huaqin Technology announced that it is expected to achieve an operating income of approximately 0.738 billion yuan in the first three quarters of 2024, a year-on-year growth of 22.55%; the estimated net profit attributable to shareholders of the listed company is about 0.309 billion yuan, a year-on-year increase of 14.40%. The main reasons for the performance growth are the increase in batch model production tasks and small-scale trial production of new product orders during the reporting period, with the company's production and sales volume steadily increasing compared to the same period last year, resulting in increased operating income and profitability for the company.

Evergrande: Shareholders plan to reduce their total shareholding by no more than 4%.

AFT's announcement, shareholder trust cornerstone and its concerted action person Ma'anshan cornerstone plan to reduce the total number of shares held by a centralized bidding method and a block trading method not exceeding 10.4356 million shares, the percentage of shares held shall not exceed 2% of the total share capital of the company. Shareholder Dinghui Yuanlin plans to reduce the total number of shares held by a centralized bidding method and a block trading method not exceeding 10.4356 million shares, the percentage of shares held shall not exceed 2% of the total share capital of the company. The reduction period is within 3 months after 15 trading days from the date of announcement of the reduction plan.

Deppon Technology: Shareholder Xinyu Tai Zhong with more than 5% shareholding plans to reduce the company's shares by no more than 2%

Deppon Technology announced that shareholder Xinyu Tai Zhong, with more than 5% stake, due to its own business management needs, plans to reduce the total number of company shares by a centralized bidding trading method and a block trading method not exceeding 2,844,800 shares, that is, not exceeding 2% of the total share capital of the company. Among them, the total number of shares to be reduced through centralized bidding trading method does not exceed 1% of the total share capital of the company in any consecutive 90 days, and the total number of shares to be reduced through block trading method does not exceed 1% of the total share capital of the company in any consecutive 90 days. This reduction plan is conducted by the company's shareholders for their own capital needs, without significant impact on the corporate governance structure or ongoing operations.

EchoStar Corporation: Shareholders intend to collectively reduce their shareholding by no more than 2%

EchoStar Corporation announcement, company shareholders Dacheng Chuantong and Dacheng Chunghong plan to reduce their total holding of company shares by centralized bidding or block trading within 3 months after 15 trading days from the date of this announcement to no more than 2,307,708 shares, i.e., not exceeding 2.00% of the total share capital of the company.

Shengyi Electronics: Intends to jointly invest 0.1 billion yuan with related parties to establish an industry fund.

Shengyi Electronics announcement, the company intends to cooperate with Dongguan Technology Innovation Financial Group Co., Ltd. and its affiliated enterprises to initiate the establishment of a 0.1 billion yuan industry fund. The fund is named Dongguan Technology Innovation Shengyi Electronics Industry Investment Partnership. Shengyi Electronics intends to subscribe with its own funds for 0.05 billion yuan, Dongguan Sci-Tech Capital Investment Management Co., Ltd. intends to subscribe for 0.001 billion yuan, Dongguan Innovation and Entrepreneurship Investment Mother Fund Partnership intends to subscribe for 0.03 billion yuan, and Dongguan Guohong Investment Co., Ltd. intends to subscribe for 0.019 billion yuan. The fund will focus on investing around the upstream and downstream industry chain of Shengyi Electronics, enhancing the company's overall competitiveness in the industry.

Junshi Bio: Subsidiary Troplysin Monoclonal Antibody Approved for Listing in Hong Kong, China.

Junshi Bio announced that its wholly-owned subsidiary TopAlai Biopharmaceutical Hong Kong Limited has obtained the Drug Products Registration Certificate issued by the Pharmacy and Poisons Board (PPB) of Hong Kong for the approval of listing Troplysin Monoclonal Antibody (Hong Kong brand name: LOQTORZI) combined with cisplatin gemcitabine as first-line treatment for metastatic or recurrent locally advanced nasopharyngeal carcinoma in adult patients, and as a single-agent therapy for patients with recurrent, unresectable, or metastatic nasopharyngeal carcinoma who have experienced disease progression following platinum-containing treatment or after treatment, making Troplysin Monoclonal Antibody the first and only tumor immunotherapy drug for nasopharyngeal carcinoma in Hong Kong, China.

Shanghai Yizhong: Injection Paclitaxel Polymer Micelle Adds Approved Indications for Clinical Trials.

Shanghai Yizhong announced that its core product, Injection Paclitaxel Polymer Micelle, has obtained the Drug Clinical Trial Approval Notice and approved to conduct clinical trials for pancreatic cancer as an additional indication.

H-Create Pharma: HP568 Tablets for the Treatment of ER+/HER2- Advanced Breast Cancer Approved for Clinical Trials.

H-Create Pharma announced that the company has received the Drug Clinical Trial Approval Notice issued by the National Medical Products Administration Drug Evaluation Center, allowing HP568 tablets to conduct clinical trials for the treatment of estrogen receptor (ER) positive and human epidermal growth factor receptor 2 (HER2) negative advanced breast cancer (ER+/HER2- advanced breast cancer).

Venture Capital Wind Vane

GoldLink completes over 100 million yuan Series C financing.

Zhejiang Jinlian Technology Co., Ltd. (Jinlian) has recently completed a C-round financing of over one hundred million RMB. This round of financing was jointly invested by Zhejiang Venture Capital, CNI Yangtze Index Venture Capital, and G60 Technology Innovation Fund. Jinlian was established in 2017, focusing on the research, production, and sales of semiconductor chip test probe parts, with products widely used in the fields of semiconductor chips, medical, and new energy. The company has been awarded the title of 'Specializing in New' 'Little Giant'. Previously, Jinlian had completed A-round financing, and the C-round financing will further boost its expansion in the semiconductor packaging and testing track.

Bosen Quantum has completed a billion yuan Series A financing round.

Recently, the quantum computing leading enterprise, Beijing Boson Quantum Technology Co., Ltd., completed an A-round financing of several hundred million RMB. This financing round was led by Qiming Venture Partners, with follow-up investments from Amiba Capital, Yuanhe Capital, and Yingfutaike. This financing will be mainly used for three aspects: first, continuous research and development of coherent light quantum computers, and forming small-scale production capacity; second, the construction of the 'Quantum Computing+' ecosystem and practical applications in various industries; third, to continue investing in the research and layout of general optical quantum computer technology.

Beijing Centergate Technologies invests in UniX AI Robots.

Recently, business change information shows that Shanghai Yoolike Intelligent Technology Co., Ltd. (UniX AI Robots) completed an angel round of financing, with Beijing Centergate Technologies as the investor. UniX AI Robots is a general humanoid robot company with independently developed hardware and software stacks. Through its unique Unitouch large model and unique motion unit, it enhances the generalization of robots to perform long sequence tasks. The company has a strong R&D team, multiple industry leaders, and has published over 400 top conference papers, with an average of over seven years of experience in the robot industry.

ChinaEquity invests in Kepler Satellite Technology in the A round.

Recently, business change information shows that Kepler Satellite Technology (Wuhan) Co., Ltd. completed an A-round financing, with this round of investment from ChinaEquity. Established in 2016, Kepler Satellite Technology is a developer of satellite positioning-related software and hardware, focusing on satellite navigation system research, key technological breakthroughs, and equipment development based on the BeiDou satellite system (compatible with GPS, GLONASS, Galileo) basic positioning data, establishing a ground-based and space-based integrated navigation enhancement system. The company is a specialized, new small and medium enterprise, belonging to the 5G communication industry and satellite communication track.