One, a week of public opinion points

The State Council office of the People’s Republic of China recently issued several Opinions on Reforming and Improving the Management of scientific research Funds funded by the Central Government, proposing to expand the channels for investment of scientific research funds, give full play to the role of financial funds, and attract private capital to support scientific innovation and entrepreneurship. We will expand the channels for funding basic research, and promote sound interaction between basic research and demand-driven development.

Recently, the Ministry of Industry and Information Technology issued the Opinions on Strengthening the Access Management of Intelligent and Connected Automobile Manufacturers and Products, which proposed that personal information and important data collected and generated during operation should be stored in China in accordance with relevant laws and regulations, and data to be provided abroad should pass the data exit security assessment. It is clear that without approval, auto automatic driving functions cannot be added or updated through online software upgrades.

In the sector, data released by The Information and Communications Institute on Tuesday showed that domestic mobile phone shipments in July rose 28.6 percent year-on-year and 11.7 percent month-on-month. According to IDC’s latest report, China’s print peripherals market shipped 4.794 million units in the second quarter of 2021, down 11.9 percent year on year.

On The corporate front, artificial intelligence unicorn Fourth Paradigm submitted its prospectus to list in Hong Kong on August 13. Recently, Resound technology and SMIC have reached a strategic cooperation, the two sides will focus on the FIELD of MEMS microphone. On August 13, Shenzhou Information released two major solutions together with a number of ecological partners: cloud native digital security base and intelligent park. August 12, glory CEO Zhao Ming said in an interview, glory future financing channels will be diversified, do not exclude the future in the right opportunity to go public. August 12 news, Tianrongxin and BaiC Blue Valley signed a strategic cooperation agreement, the two sides will carry out in-depth cooperation in the Internet of vehicles security, industrial Internet security, information research and development technology and other fields. On August 11, Lenovo Chairman Yang Yuanqing said the future investment direction does not rule out the possibility of developing its own chips. Recently, Huawei affiliated company Shenzhen Hubbard Technology Investment partnership investment photoresist company.

At the local level, the Shanghai Municipal government recently revealed at a press conference that a draft of the Shanghai Municipal Data Regulations has been formed, and third-party data service agencies may be able to “license” their operations through filing or registration in the future. The People’s Government of Guangdong province recently issued the “14th Five-year Plan for high-quality Development of Manufacturing industry in Guangdong Province”, proposing that by 2025, the revenue of the new generation of electronic information industry will reach 6.6 trillion yuan, forming a world-class new generation of electronic information industry cluster. The software industry in Chongqing will surpass 500 billion yuan during the 14th Five-Year Plan period, Chen Jinshan, deputy mayor of Chongqing government and director of Chongqing Economic and Information Technology Commission, said at a local press conference Thursday.

Ii. Analysis of public opinion communication

From 0 o ‘clock on August 9 to 23 o ‘clock on August 15, the total number of public opinions about xinchuang online was 14,185. In terms of communication trend, the trend was stable in the early stage. The popularity of public opinion reached its peak on August 12, with daily volume of 3,273, and the popularity decreased on the weekend.

In terms of media types, from August 9 to August 15, xinchuang related public opinions were mainly concentrated on news APP platform, accounting for 31.09%; News websites and wechat account for 26.23% and 17.14%, respectively. Microblog and forum platforms accounted for 6.31% and 6.53%, respectively. Newspapers, videos, Toutiao, Sohu, Q&A and other platforms account for 12.7% in total.

Policy dynamics

1. State Office: Expand the investment channels of financial research funds and attract private capital to support scientific and technological innovation and entrepreneurship

The State Council office of the People’s Republic of China recently issued opinions on reforming and Improving the management of central Government funding for scientific research. Among them, we should expand the investment channels of financial scientific research funds. We should give full play to the leverage effect and guiding role of government funds, guide enterprises to participate, give full play to the role of financial funds, and attract private capital to support scientific and technological innovation and entrepreneurship. We will improve the use of funds for guiding scientific and technological innovation, and promote the commercialization and application of more scientific and technological achievements of great value. We will expand the channels for funding basic research, and promote sound interaction between basic research and demand-driven development. (Securities Times)

2. Ministry of Industry and Information Technology: encourage intelligent connected vehicles to accept Beidou navigation signals; Strengthen data security of intelligent and connected vehicles

Recently, the Ministry of Industry and Information Technology issued the opinions on strengthening the access management of Intelligent and Connected Automobile Manufacturers and products. The Guideline calls for ensuring reliable spatio-temporal information services. Enterprises shall ensure that automobile products have safe and reliable satellite positioning and timing functions, which can effectively provide location, speed, time and other information, and shall meet relevant requirements and encourage and support the acceptance of BDS signals. The Opinions also point out that personal information and important data collected and generated during operations in the People’s Republic of China should be stored in China in accordance with relevant laws and regulations, and data that needs to be provided abroad should pass the data exit security assessment. It is clear that without approval, auto automatic driving functions cannot be added or updated through online software upgrades. Enterprises producing automobile products with combined driving assistance functions should also take technical measures such as off-hand detection to ensure that drivers always perform corresponding dynamic driving tasks. (Xinhua/Chinanews.com)

4. Local dynamics

1. Guangzhou Xinchuang Cloud Platform was selected as “2021 Top 10 Digital Government Cases”

Guangzhou Xinchuang Cloud Platform construction project was selected as one of the “top 10 Digital Government Cases 2021” in the 2021 Trusted Cloud Conference co-hosted by China Academy of Information and Communication Technology and China Communication Standardization Association, according to the information from Guangzhou Government Service Data Administration Bureau. (Xinhua)

2. Chongqing strives to break through 500 billion yuan in software industry output value during the 14th Five-year Plan period

A press conference held in Chongqing on Thursday revealed that during the 14th Five-year Plan period, Chongqing will strive to increase the level of “core screen device and core network” industry, strive to employ more than 500,000 people in the software industry, the scale of the software park will exceed 5 million square meters, and the output value of the software industry will exceed 500 billion yuan. (Chinanews.com)

3. Shanghai Lingang: Cultivate and form a 300 billion-yuan industrial cluster for intelligent new energy vehicles, integrated circuits and high-end equipment manufacturing

The Shanghai Municipal People’s Government recently issued a notice on the 14th Five-year Plan for the Development of Lingang New Area in The China (Shanghai) Pilot Free Trade Zone, proposing that by 2025, the GDP of the region will quadruple from 2018, with an average annual growth rate of around 25%. We will develop 300 billion-yuan industrial clusters for intelligent new-energy vehicles, integrated circuits, and high-end equipment manufacturing, and expand and strengthen advanced manufacturing clusters for biomedicine, artificial intelligence, and civil aviation. We will vigorously develop cross-border financial services, new international trade, modern shipping services, digital information services, and scientific and technological innovation services, and form a number of influential functional platforms, with a total of about 50 headquarters designated. (Securities Times)

4. Wuhan Municipal Bureau of Commerce: We are actively promoting the millet car manufacturing project to be settled in Wuhan

Recently, Wuhan Municipal Bureau of Commerce said in response to citizens’ questions through the “Wuhan Message board” channel that the investment promotion department of Wuhan has already communicated with Xiaomi in the early stage, and is actively promoting the project to settle in Wuhan with the company. (interface)

5. China’s first 3D printing municipal project will be completed in Shenzhen Bao ‘an District

Recently, it was learned from Shenzhen Bao ‘an District that the country’s first 3D printing municipal project is about to be completed, and more than 1,000 3D printed concrete components have been basically installed, integrated and laid in place. In April of this year, according to the concept of baoan district construction for the construction of the public works department entrusted, and by the China metallurgical group airport 20 issue of the project department and tsinghua university professor wei-guo xu teamwork, introduces the concrete new robot 3 d printing technology and landscape engineering integration of intelligent building, international conference and exhibition center in shenzhen to build a total area of more than 5000 square meters of 3 d printing landscape square. (Shenzhen Special Zone Daily)

6. Pilot chief data officer system in Shenzhen

According to the Implementation Plan of The Pilot Implementation of The Chief Data Officer System in Shenzhen issued by the General Office of the Shenzhen Municipal People’s Government, Shenzhen will set up a chief data officer in the municipal government, four district governments including Futian, and eight municipal units including the Municipal Public Security Bureau. The chief responsibility of the chief data officer is to promote the construction of smart city. The responsibilities of the Chief data officer of Shenzhen mainly include six aspects: promoting the construction of smart city and digital government, improving standardized data management, promoting the innovative application of data fusion, implementing normal guidance and supervision, strengthening the construction of talent team, and carrying out the exploration of characteristic data application. (Guangming Network)

7. Guangdong: Build the whole industry chain of semiconductor and integrated circuit with Guangzhou, Shenzhen and Zhuhai as the core

Recently, the People’s Government of Guangdong Province issued the “14th Five-year Plan for high-quality Development of Manufacturing industry in Guangdong Province”, proposing that by 2025, the operating income of the new generation of electronic information industry will reach 6.6 trillion yuan, forming a world-class new generation of electronic information industry cluster. With Guangzhou, Shenzhen and Zhuhai as the core, we will build a whole industry chain of semiconductors and integrated circuits covering design, manufacturing, sealing and testing. (Securities Times)

The first 700M 5G NR base station in China was completed in Shanghai

According to the Shanghai Economic and Information Technology Commission, the Science and Technology Department of the National Radio and Television Administration and China Radio and Television Network Group Co., Ltd. carried out a 5G NR broadcasting tower test in Shanghai in June as planned to carry out 5G broadcasting technology verification and joint test. On August 6, it basically completed the test construction of 5G NR broadcasting tower of Oriental Pearl TV Tower, the first in China to complete and meet the test conditions. The test station construction work time is tight, the task is heavy and difficult. The 5G NR broadcasting equipment is mounted outside the Oriental Pearl TV Tower, and the antenna height is about 320 meters. There is no experience to follow, which is the first time in China. (Securities Times)

9. Shanghai Data Regulation is studying the authorization operation of public data, and third-party data service institutions will embrace new opportunities

A draft of the Shanghai Data Regulation has been drafted, which will provide legal guarantee for the construction of a digital government and the cultivation of a data factor market in the city, according to a press conference of the Shanghai municipal government. According to sources familiar with the matter, the legislative group is currently studying relevant regulations on authorized operation of public data. In the future, third-party data service institutions may “hold license” to operate through filing or registration, and market-oriented operation of public data will be guaranteed by law. (21st Century Business Herald)

5. Industry dynamics

1. The Cyberspace Administration of China (CAC) promoted centralized control of camera snooping and other black products, and 14 App manufacturers were interviewed

According to net letter Chinese WeChat public information, since may of this year, net letter do in conjunction with the ministry, the Ministry of Public Security, market supervision administration of deepening camera peeping concentrated black production management work, such as the illegal use of the masses reacted strongly camera peeping privacy screen, trading and imparting peeping privacy video technology violate citizens’ privacy act for centralized management. The Cyberspace Administration of China (CAC) instructed local CAC offices to urge various platforms to clean up more than 22,000 pieces of illegal and harmful information, interviewed 14 video surveillance App manufacturers with hidden risks of privacy video information disclosure, and urged them to complete rectification. (People’s Daily)

2. China Ict: Domestic mobile phone shipments grew 28.6% year on year in July

China’s mobile phone shipments grew 28.6 percent year-on-year in July and 11.7 percent month-on-month, according to data released by The Information and Communications Institute on Aug. 12. The accelerated penetration of 5G phones was the main driving force for market growth, with shipments reaching 22.834 million units, accounting for 79.6% of the total. (those)

3, IDC: 2021Q2 China print peripherals market shipments of 4.794 million, down 11.9% year-on-year

According to IDC’s latest Quarterly Tracking Report on China’s Print Peripherals Market (Q2 2021), shipments of China’s print peripherals market reached 4.794 million units in the second quarter of 2021, down 11.9% year-on-year. Among them, shipments of inkjet printers were 1.878 million units, down 0.1% year on year. Shipments of laser printers reached 2.372 million units, down 19.7% year on year; Needle printers shipped 545,000 units, down 10.4 percent year on year. (Securities Times)

4. IDC: Shipments of tablet PC market increased steadily in the first half of the year

IDC reported slightly slower growth in the tablet market in the second quarter, but it still grew 3.9% year-over-year, with total shipments reaching 40.4 million units. The global tablet market shipped 80.35 million units in the first half of the year, up 24.4% year on year. The total domestic market shipments in the first half of the year were 13.4 million units, up 29.7% year on year. Due to the stable market demand, the recovery of channel inventory and most manufacturers’ annual most competitive new products are concentrated in the second half of the year, it is expected that the Chinese tablet market will enter the “blood” of the brutal competition in the coming months. (IDC Official Account)

Vi. Company dynamics

1. Qiming Stars: In the first half of this year, the revenue of Xinchuang integration business accounted for about 20%

Qiming stars recently said in response to investor questions, in the first half of the xin Chuang integration business revenue accounted for about 20 percent. Security operations and services accounted for about 26 percent of revenue. (Flush)

2. Institute 706 of the Second Academy of Aerospace Science and Industry will present its new products at the 2021 World Security Expo

Recently, the 2021 World Security Expo was held in Guangzhou, China. The 706 Institute of the Second Academy of Aerospace Science and Industry presented new products, new solutions, new technologies and new achievements. On the exhibition, the “Security Guard Confidential Items Control Platform”, the new generation of “Tianyi” brand whole machine products, and the overall solution of Xintrang attracted a lot of attention. (Jintai Information)

3, Lenovo GM265DN black and white laser all-in-one won the “best letter creation product award”

Recently, in the day and bit network jointly sponsored “2021 companion cup · Wisdom award” selection activities, Lenovo GM265DN black and white laser all-in-one machine with “independent innovation”, “safe and controllable”, “adaptation of domestic operating system” and other domestic independent brand outstanding characteristics, the strength won the “best letter creation product award”. (Skypole)

4. The fourth Paradigm of artificial intelligence unicorn submitted its prospectus to list in Hong Kong

According to the official website of the Hong Kong Stock Exchange, Beijing Fourth Paradigm Intelligent Technology Co., Ltd. submitted a prospectus to the Hong Kong Stock Exchange on August 13, 2021 to be listed on the main board of the Hong Kong Stock Exchange. The Fourth Paradigm provides platform-centric AI solutions that enable companies to quickly scale up these solutions, exploit data implicit patterns and improve overall decision making. (interface)

5. Resound Technology: Reached strategic cooperation with SMIC

Recently, Resound Technology and SMIC signed an agreement to further deepen strategic cooperation. The two sides will focus on the MEMS microphone field, carry out all-round cooperation in technology research and development, product innovation, the whole process of production and manufacturing, as well as domestic supply chain improvement, industrial ecological construction and other aspects. (Securities Daily)

6. Sai Microelectronics: Cooperate in the field of 8-inch wafer foundry of RF filter chip

Sylux Beijing, its controlling subsidiary, signed a strategic cooperation framework agreement with Igminth and Wuhan Minsound to carry out relevant cooperation projects in the field of 8-inch wafer foundry for rf filter chips, according to a statement issued by The company. The parties will work together to build customized production capacity that can fully meet the OEM manufacturing requirements of M0 products, including the implementation of the equipment list required by the production line and the layout of ultra-clean room decoration. (Microelectronics)

7. Two major solutions of “Cloud native digital Security Base” and “Park Intelligent Body” of China Information Development

August 13 news, at the 2021 Digital China Technology Conference, China Information co., Ltd. together with a number of ecological partners released two major solutions: cloud native digital security base and intelligent park. Native security base by the China digital information, huawei, deeply convinced, primus cloud, Ann day science and technology, China letter group, CSDN, such as ecological partners together, promote enterprise based ON cloud native technology digitization from “cloud native ON infrastructure” to “cloud native IN infrastructure” moving step, build the real “cloud” centering ON the application of native security base. (TechWeb)

8. The news said Baidu and Geely are discussing the ownership of revenue from carbon credits trading

Baidu and Geely are discussing the ownership of revenue from carbon credits trading, sources said. According to the analysis of industry insiders, referring to the practice of Xiaopeng and NIo, the integral attribution should be degree. Earlier, Baidu announced the company’s carbon neutral target, promising to achieve carbon neutrality at the group’s operation level by 2030. Krypton (36)

9. The former CMO of Huawei Consumer Business in China may join honor; Glory CEO Zhao Ming: do not exclude glory in the right time to go public

It was exclusively learned from informed sources that Guo Rui, the CMO of Huawei’s consumer business in China, has recently left the company, or will join Glory in charge of overseas market business. There was no immediate response from Honor. (interface)

12 evening, glory CEO Zhao Ming said in an interview, glory future financing channels will be diversified, do not exclude the future in the right opportunity to go public. But right now it’s more about building core competencies for the future, and a glorified team is not going to get rich overnight. In response to rumors that Honor will get involved in cars, Zhao Ming said that he would only consider other areas if he achieved absolute leadership in consumer businesses such as mobile phones. Krypton (36)

10. China Mobile: 5G construction peak to 2022, promote the return of A-shares

“Yang Jie, Chairman of China Mobile, said at an earnings call on August 12 when asked about the listing’s progress. “We are red chips and the process is relatively complicated. “We will push ahead in the second half of the year, and if everything goes well, we expect it to be completed this year.” Yang said 5G network construction is one of the main uses of China Mobile’s fundraising. 5G investment will peak between 2020 and 2022. According to the plan, China Mobile will spend 110 billion yuan on 5G capital expenditure this year, and 50.2 billion yuan in the first half of this year. (China Business Network)

11. Tianrongxin signed a strategic cooperation agreement with BAIC Blue Valley

Tianrongxin announced on August 12, the company and BaiC Blue Valley signed the “strategic cooperation Agreement”, the agreement signed, Tianrongxin and BaiC Blue Valley will establish a deep strategic cooperation, promote the two sides through in-depth cooperation in the Internet of vehicles security, industrial Internet security, information research and development technology and other fields. According to the announcement, the two sides will make full use of their respective resource advantages to carry out cooperation projects on network information security, including technical research on network information security products, joint research and development, and security compliance testing. Establish a good project and technical cooperation mechanism with the direction of integrated introduction of Internet of vehicles security and industrial Internet security products. At the same time, we will jointly promote the formulation of national and industry-related standards for Internet of vehicles security and industrial Internet security, and jointly build a safety ecological chain and industrial chain. (Tian Rong Xin)

12. Lampu Video reported that Fuman Electronics was suspected of abusing its dominant market position to monopolize the relevant chip market

On August 12, LED electronic display manufacturer Lampu Video posted a message on its official wechat account, saying that it had reported fuman Electronics for allegedly abusing its dominant market position to monopolize the relevant chip market. “In recent years, Fuman Electronics and its designated companies have been responsible for the supply of INTEGRATED circuit IC products for The LED display products of Lamp Video,” lamp said. In trading in the past few months, rich full electronic repeatedly without good reason refuses to perform the supply contract of IC products, and constantly demand price, give LanPu video badly hurt normal business activities, and seriously affected the LanPu video production scheduling, follow-up orders on schedule to perform and friendly relationship with downstream customers, squeeze the LanPu video living space in the market.”

In this regard, Fu Man electronic secretary Luo Qiong said, “Lampu Video has slandered the company for many times, and now we want to countersue them for improper competition and infringement of the company’s reputation.” She also said, “Fuman electronics and Lampu Video do not have a direct supply relationship, they are and agents to take goods, we and agents is the supply relationship. And the market price is regulated by the market, not by three parties.” (National Business Daily)

13. SoftBank China Capital’s response to the group’s suspension of investment in China was deleted

Japanese investment giant SoftBank Group Corp said it will suspend new investments in China while it watches how a crackdown on the country’s technology sector develops, overseas media reported. Later, SoftBank China Capital issued a statement saying that SoftBank China Capital has noted relevant media reports and has no comment on Japan’s SoftBank Group’s investment strategy in China. SoftBank China Capital will continue to be committed to investing in excellent high-tech and high-growth enterprises in China. The response was later deleted. SoftBank group said in an interview on The afternoon of 16, the media misunderstood the company chairman Masayoshi Son’s remarks at the performance exchange, SoftBank group’s commitment to China remains unchanged, and will continue to invest in the Chinese market. (Securities Times, Interface)

14. Tencent Cloud database TDSQL PG version has been upgraded

Tencent cloud database open source product TDSQL PG version (open source code TBase) upgrade. According to the official introduction, after the upgrade, the query performance is improved by 100 times, THE COMPATIBILITY of SQL statements is improved, the memory usage is reduced by 60%, and the usability of the original database version is improved in distributed scenarios. According to the official introduction, TDSQL PG is a database product with HTAP capability, which can provide a mature one-stop solution. Krypton (36)

15, Lenovo Yang Yuanqing: the future does not rule out the possibility of developing chips

Lenovo group chairman Yang Yuanqing said in an interview on Aug 11 that the company’s research and development spending rose 40 percent in the last quarter from a year earlier, aiming to double it in the next three years. The future investment direction includes “edge cloud network intelligence” and other new IT areas, but also invest in components such as display, battery, chips and even software, while not ruling out the possibility of self-developed chips. (China Business Network)

16. Huawei invested in photoresist Company

Recently, Xuzhou Bokang Information Chemicals Co., Ltd. underwent industrial and commercial change. Shenzhen Hubbard Technology Investment Partnership (Limited partnership), an affiliated company of Huawei, was the new shareholder. Meanwhile, the registered capital was changed from 76.01 million yuan to 84.46 million yuan, an increase of about 11%. Xuzhou Bokang Information Chemicals Co., LTD. Business scope includes photoresist research and development, production, sales; Information chemicals, new material chemicals, the company by Fu Zhiwei, Shenzhen Hubbard Technology Investment Partnership (limited partnership) and other companies jointly held. (Visualize)

17, Amazon AWS gets $10 billion cloud computing contract, Microsoft protests

Nextgov reported that the NATIONAL Security Agency gave Amazon AWS a cloud computing contract that could be worth as much as $10 billion. Microsoft had filed paperwork with the GAO to compete for orders, but was told AWS had been selected. The GAO has until Oct. 29 to make a decision on Microsoft’s complaint. (Sina Technology)

18. Hikvision: The subsidiary plans to invest 1.85 billion yuan to build fluorite intelligent manufacturing base

Hikvision announced that the holding subsidiary fluorite network will invest 1.85 billion yuan to build fluorite intelligent manufacturing (Chongqing) base project, used to build the intelligent manufacturing factory of fluorite network. (Hikvision)

China Telecom disclosed the results of strategic placement, a number of listed companies shortlisted

On August 10, China Telecom disclosed the results of strategic placement, with a total of 20 strategic investors, placing 518,300 shares, accounting for about 43.35% of the total amount of this issue after the full exercise of green Shoes. The 20 strategic investors include: National IC Industry Investment Fund Ii, China State-owned Enterprise Structural Adjustment Fund, Huawei Technologies Co., LTD., Shanghai Bilibili Technology Co., LTD., Anheng Information, Oriental Pearl, Shenxin Etc.

Shenzhen convincing announcement, the company with its own capital to participate in the strategic placement of China Telecom, won the amount of 500 million yuan; The company signed a strategic cooperation agreement with China Telecom, and the two sides will strengthen cooperation in cloud computing, network security and other business areas in terms of capital, technology, resources and other aspects.

Bilibili announced on the Hong Kong Stock Exchange that Shanghai Bilibili invested about 500 million yuan in China Telecom’s newly issued A-shares. Shanghai Kuanyu Digital Technology Co., LTD., an affiliate, signed a strategic cooperation agreement with China Telecom to explore cooperation opportunities in different areas such as user growth, brand promotion, Internet data center and cloud services. (China Business Network)

20. Lenovo launched the one-stop IT procurement platform Lenovo Enterprise Purchase

August 10 news, Lenovo officially released for small and medium-sized enterprises one-stop IT procurement platform brand “Lenovo enterprise purchase”. According to the official introduction, Lenovo enterprise purchase with “official direct sales, one-stop, customized, consultant” four advantages. (Bullwhip)

21. Runhe Software cooperates with Centerm information to launch the world’s first OpenHarmony financial intelligent payment terminal

Recently, Runhe software and Fujian Centeng Information Co., Ltd. reached strategic cooperation, released the world’s first financial intelligent payment terminal based on OpenHarmony. According to introduction, OpenHarmony system has distributed framework, cross-device flow, multi-device linkage and other features. Krypton (36)

22, the news that TSMC will suspend the second half of the 28nm quotation

Taiwan media news, according to industry sources, TSMC 28nm OEM price previously slightly increased, the second half of the year will suspend the price increase, in order to maintain long-term customer relations. (FC)

23. Hongmeng users have exceeded 50 million

The latest data shows that as of August 6, the upgrade users of Huawei Hongmeng system have exceeded 50 million. In the face of such strong momentum, Huawei increased its previous target of 300 million devices to 400 million by the end of the year. (CCTV Finance)