One, a week of public opinion points

As the two sessions wrap up this week, the benefits of new infrastructure will continue.

Favorable local policies are implemented intensively, and the importance of xinchuang is highlighted. This week, the Beijing Economic development Zone released an action plan for high-quality development, predicting that the total industrial output value of the zone will exceed 600 billion yuan by 2022. On The 27th, Anhui province released the country’s first new infrastructure technology products and services catalog, a total of 896 items, mainly including 5G, artificial intelligence, industrial Internet, data center, supercomputing center, Internet of things and other fields of new technologies, new products, new services; On The 28th, Fujian Xinchuang Ecological Adaptation Test Center was officially launched, with huawei, Tongxin and other 23 cooperative enterprises participating in the activities. Shenzhen Longgang and Kunpeng Ecology signed a cooperation agreement to jointly build a leading area of industrial Internet in China on April 29.

Internet giants are spending heavily on new infrastructure, and the industry boom will continue. Recently, Alibaba and Tencent announced investment of 200 billion yuan and 500 billion yuan respectively for new infrastructure. Earlier this month, Baidu and JD.com announced the layout of new infrastructure on the same day. Minsheng Securities believes that the tech giants are rushing to get ahead in infrastructure and core science and technology, on the one hand to gain an advantage in important resources, and on the other hand to reduce the risk brought by overseas fluctuations.

The scale of server procurement by telecom operators is expanding, and the trend of home-made replacement is obvious. This week, China Mobile server collective procurement bid opened, domestic procurement shares accounted for 21% (Huawei Kunpeng 14%+ Haiguang 7%), similar to the 19.9% share of China Telecom domestic chips at the beginning of the month, it is speculated that 20% or the benchmark proportion of domestic chip shares at this stage. Ping an Securities believes that this year’s server market shipment decline can be reversed, the growth rate of about 5%. In addition, with the large-scale capital expenditure of Internet giants, it is expected that the scale of server procurement by relevant manufacturers will be further expanded in the next few years.

Ii. Analysis of public opinion communication

From the perspective of the communication trend, from May 25 to 31, the volume of public opinion on “Xinchuang” generally showed a downward trend. Among them, under the influence of the concentrated dissemination of two articles, “Facing the Trillion-level market, China Info Deeps the” Financial Track “of the Credit and Innovation Industry” and “Focusing on the development of the credit and innovation Industry under the” new infrastructure “, China First Information Will hold the Credit and innovation Online Summit “, the number of relevant voices increased significantly on May 29. From 16:00 to 17:00 on May 31st, the sound volume of “Xinchong” again appeared a short small peak. Monitoring shows that at the end of the month, various media and institutions issued a summary review of the Stock market in May, which mentioned many times that they were optimistic about the xinchong industry.

In terms of media types, from May 25 to 31, public opinions related to “Xinchuang” were mainly concentrated on the news APP platform, accounting for 42.5%, basically the same as last week. News websites accounted for 26.3%; Wechat platform included 20.1% of xinchuang information this week, up 5 percentage points from the previous month; Weibo and forum platforms ranked fourth and fifth, accounting for 5.2% and 4.3% respectively. Q&a, digital news, blog and other platforms related information is less, accounting for less than 2%.

In terms of topics, the content clustering results show that from May 25 to 31, the hot topics focused by public opinion include “Hot sector inventory in May”, “Investment strategy in June”, “THE United States announces the list of entities subject to sanctions against China” (which overlapsed with last week), “BAT investment in new infrastructure” and “China Mobile bid opening”, etc.

In terms of articles, the article “A Good Game of Chess for Regional Development in Three Underground areas” published by Tianjin Daily on March 26 was the most popular, and had been spread 169 times on the Internet as of 23 PM on March 31. The article lists the suggestions of tianjin representatives and members attending the national two sessions. Among them, Ma Jie, a NPC deputy and party secretary of the Second Academy of Aerospace Science and Industry, mentioned that the second Academy of Aerospace Science and Industry has some scientific and technological innovation achievements in the field of intelligent manufacturing, information and innovation industry, intelligent collaborative cloud, intelligent industry and other aspects. In the future, in promoting the coordinated development of Beijing-Tianjin-Hebei region and the construction of tianjin reform and opening up pilot zone, we will give full play to our existing experience and technological advantages to provide quality services and products in specific industries such as traffic control and road administration, environmental monitoring, intelligent safety supervision, intelligent social management and intelligent inspection.

Zhenghe Island’s “100 billion people most concerned about these 10 topics” continued last week’s heat, in the spread of heat list ranked second, up one place from last week.

Taiyuan Daily published “Luo Qingyu Li Xiaobo held a working meeting with the head of China Electronics Group” ranked third. On The 28th, Luo Qingyu, member of the Standing Committee of shanxi Provincial Party Committee and Secretary of Taiyuan Municipal Party Committee, Li Xiaobo, vice chairman of CPPCC of Shanxi Province, Deputy Secretary of Taiyuan Municipal Party Committee and mayor of Shanxi Province held a working meeting with Xie Qinglin, assistant general manager of China Electronics Information Industry Group Co., LTD., director of planning and Science and Technology Department. Luo Qingyu said that the information and innovation industry is a landmark and leading strategic emerging industry. In recent years, Taiyuan has vigorously implemented the strategy of strengthening the city with industry, taking the information innovation industry as one of the main directions, focusing on promoting the clustering and intensive development of the information and innovation industry, and constantly building momentum for the transformation and development. Xie Qinglin said that he hoped to take the construction of China Great Wall Intelligent Manufacturing (Shanxi) base as an opportunity to further expand the scope of cooperation, build a complete industrial chain, strive to create a benchmark for the national credit and innovation industry, and contribute to the development of Taiyuan “Chinese electronics” strength.

Ranked fourth in the heat list is the “market value observation” on 27 combed the mainstream securities core views, which wanlian Securities published a research report “to create new advantages of the digital economy, focus on the development of new infrastructure” said, recommended cloud computing, financial IT, credit innovation and other high-prosperity segments.

“Blazing a New Trail in Transformation and Development,” published by The People’s Daily, made the list again this week, ranking fifth, down one place from last week.

3. Regulatory dynamics

1. The two departments shall clarify the applicable policies for the settlement and payment of corporate income tax in 2019 for integrated circuit design enterprises and software enterprises

On May 29, the Ministry of Finance and the State Administration of Taxation jointly issued a notice on the applicable policies for corporate income tax Settlement of Integrated circuit design enterprises and software enterprises in 2019. The content of the Announcement is as follows:

Integrated circuit design enterprises and software enterprises legally established and qualified will be exempted from corporate income tax from the first year to the second year in the preferential period calculated from December 31, 2019 starting from the profit-making year. Corporate income tax will be halved from the third year to the fifth year at the statutory rate of 25% and enjoy the preferential period until the expiration.

The term “meeting the requirements” mentioned in Article 1 of this Announcement refers to the Notice of the State Administration of Taxation of the Ministry of Finance on The Policy of Further Encouraging the Development of Enterprise Income Tax in the Software Industry and integrated Circuit Industry (Finance and Taxation No. 27, 2012) and the Development and Reform Committee of the State Administration of Taxation of the Ministry of Finance Conditions stipulated in the Circular of the Ministry of Industry and Information Technology on Issues related to preferential Policies for Enterprise Income Tax of software and Integrated Circuit Industry (Finance and Taxation (2016) No. 49). (China Tax Journal)

Four, the key public opinion summary

1. The prosperity of new infrastructure industry with intensive layout of Internet giants is expected to be further improved

After Alibaba announced 200 billion yuan for new infrastructure in April this year, Tang Daosheng, president of Tencent cloud and smart Industry Business Group, announced on May 26 that Tencent will invest 500 billion yuan for further layout of new infrastructure in the next five years. It is understood that Cloud computing, artificial intelligence, blockchain, servers, large data centers, supercomputing centers, Internet of Things operating system, 5G network, audio and video communications, network security, quantum computing, etc., will be Tencent’s key investment fields.

Source: Public report collation, Industrial Computer

【 Highlight 】

Policy catalyst + giant intensive investment, new infrastructure prosperity is expected to further improve. Since the high-level meeting at the beginning of the year, and the two sessions again “focus”, new infrastructure-related policies continue to be implemented recently, science and technology, Internet giants have entered the board. In addition to Tencent, Baidu and JD both announced and implemented the science and technology construction plan at the beginning of this month. Baidu signed a strategic cooperation agreement with Guangzhou Development Zone to jointly land Apollo Intelligent vehicle Ecological Base and Apollo autonomous driving operation base. Jingdong released “JINGdong New Driving Force Plan”, which combines AI, IoT, cloud and big data with “ABCDE” technology strategy to serve the digital transformation of government, enterprises and society. The other two giants, Alibaba and Huawei, have accumulated many years of experience in the field of technology and infrastructure and are now expanding their “battle”. Minsheng Securities believes that technology giants are no longer simply pursuing users and traffic, but focusing on the field of science and technology construction, with two purposes: in terms of science and technology infrastructure, they can obtain important resource slot advantages in long-term competition; In terms of core technologies, we will increase investment in chips, operating systems and servers to reduce risks brought by overseas fluctuations.

2. The share of domestic CPU in the bid opening of mobile server collective acquisition is rising

On May 29, China Mobile announced on its official website the candidate winning the bidding of the 2020 PC server collective procurement project. The collective procurement was divided into 7 bidding packages, with a total purchase scale of 138,272 units, and a total purchase amount of about 8 billion yuan. The project procurement satisfaction period was six months. From the bidding result, ZTE (2.67 billion), Huawei (2.56 billion), China Mobile Systems (1.87 billion), China Science Control (480 million), Fiberhome (360 million) five “share” mobile large orders.

【 Highlight 】

Domestic CPU procurement share increased, xinchuang landing accelerated. As shown in the figure above, the total amount of related purchases (2, 4 and 6 packages) of This time accounted for 20.94% of the total amount of server purchases, up about 5 percentage points compared with 2019. Intel chips were still the biggest buyer, accounting for 77%. The purchasing share of domestic chips accounted for 21% (14% of Huawei and 7% of Haiguang), which was similar to the server purchasing data of China Telecom before. The purchasing share of Kunpeng and Haiguang of China Telecom reached 19.9%. According to this speculation, 20% or this stage of home-made chip procurement of the scale of the landmark. In addition, Inspur has always maintained a strong competitive advantage in storage and high-end application servers. However, inspur failed to win the bid in China Mobile, which is believed to be related to the quotation.

Compared with the downturn in 2019, the carrier server procurement market in 2020 has a rising trend. In 2019, China Telecom did not announce the purchase of servers; China Unicom collected 1,172 X86 servers in February; China Mobile didn’t announce the first batch of server purchases until October, when huawei, ZTE, Fiberhome and China Mobile Quantong won the bid. The purchase period was six months, with a total of 80,676 units. In May 2020, two operators completed the purchase. Ping an Securities believes that this year’s server market shipment decline can be reversed, the growth rate of about 5%. In addition, the Internet companies has been a server purchase bulk, but 2019 capital spending slows, formed a larger inhibition to the entire server market, in 2020, ali and tencent online under the background of the economic boom, have launched a large-scale capital spending plan, the next few years server products procurement related businesses are expected to increase.

3, the Ministry of Public Security 500 million yuan to purchase domestic servers and other equipment large single bid

On April 9, 2020, the Bureau of Science, Technology and Information Technology of the Ministry of Public Security issued the bidding announcement of GAB — A2018 — 01-A. Procured 28 categories of products with a total budget of 554 million yuan. On May 14, the Bureau of Science and Technology Information of the Ministry of Public Security issued the bidding announcement of GAB — A2018 — 01 — A. The supplier name: Zhongke Controllable Information Industry Co., LTD., and the winning (transaction) amount: RMB 352.98 million.

On May 27, the government procurement website issued A change announcement, GAB — A2018 — 01 — A project bid abandoned.

【 Highlight 】

Of the eight companies that had participated in the bidding, Zhongke Controlled ranked first with a score of 99, while the remaining seven companies all scored below 95 and six failed to pass the audit due to security issues — all failing to guarantee the service requirement that hard drives not be returned for five years. It is understood that CSC was established in December 2017. In June 2019, its shareholder Zhongke Shuguang transferred the 30% equity of Zhongke. Also last June, the US Department of Commerce’s Bureau of Industry and Security added Sinodawn to its list of entities for “violating US national security and foreign policy interests”. At present, the controllable shareholders of CSC include Chinese Academy of Sciences Holdings Co., LTD., Kunshan Xingyun Venture Capital Partnership Co., LTD., Kunshan Shangxia Co., LTD., Kunshan Kexin Technology Development Co., LTD., and Kunshan High-tech Group Co., LTD.

Source: Screenshots of CSC controllable website

5. Local dynamics

1. Release of action plan for High-quality Development of Beijing Economic and Development Zone

On May 26, the Beijing Economic development Zone released the High-quality Development Action Plan (2020-2022) and the implementation opinions on accelerating the development of the four leading industries. Zhang Jihong, deputy secretary of the Beijing Economic and Development Zone Working Committee, said the total industrial output value of the zone will exceed 600 billion yuan by 2022.

Implementation opinions are mainly aimed at solving the problem of industrial development. In view of the “investment difficulties”, E-Village is cultivating a “headquarters enterprise – listed company – unicorn – invisible champion – Gazelle – golden seed” growth echelon; In view of the “difficulty in innovation”, the policy proposed to “break through a number of core technologies”, implement the “Innovation efficiency Improvement project”, focus on the key fields and key links of the four leading industries, and concentrate on the implementation of the “Cabbage heart” project. (International Online)

2. Fujian Xinchuang Ecological Adaptation Test Center was officially launched

On May 28, the launching ceremony of Fujian Xinchuang Ecological Adaptation Test Center was held in the Southeast Health And Medical Big data Center of Binhai New City, Changle District. At the launch ceremony, wang Yunhui, deputy director of the Ministry of Industry and Information Technology electronic Five institute, su Linan, chairman of the provincial electronic information Group and other 8 guests jointly pressed the start button. Wang Yunhui, Su Linan at the same time for fujian Xinchuang Technology Co., LTD. Huawei, Tongxin Software, Kirin Software, Loongson Zhongke, Tianjin Feiteng, Wuxi Advanced Technology Research Institute, Shanghai Zhaoxin and other 23 cooperative enterprises participated in the activity.

Fujian Xinchuang Technology Co., Ltd. is a joint venture established by the fifth electronic institute of the Ministry of Industry and Information Technology, provincial electronic information Group and Fuzhou Electronic information Group. The provincial Credit and innovation Ecological Adaptation Test Center will focus on product research and development, product verification, results release, after-sales support and other services, support fujian province to form a rich application, ecological sound, strong guarantee of the credit and innovation ecological system, drive the improvement of industrial quality. (Xinhua)

3. Shenzhen Longgang District and Kunpeng Ecology signed a cooperation agreement

On May 29, shenzhen longgang district bureau of industry and information technology held in huawei’s headquarters with huawei technologies co., LTD shenzhen longgang industrial Internet and kunpeng ecological cooperation agreement signing ceremony, promote emerging technologies and the real economy depth fusion, power longgang district develop innovation drive, application guide, ecological active industrial leading Internet sites across the country.

According to the agreement, the two sides will carry out cooperation in six areas: one is to build an Industrial Internet Innovation Center in Longgang District; Second, jointly build the Industrial Internet cloud service platform of Longgang District; Third, promote the development of intelligent manufacturing industry in Longgang District; Fourth, promote the establishment of Longgang Mobile Communication and Industrial Internet Industry Association; Fifth, promote the convergence of talents and cultivate cross-border talents; Sixth, build the ecology of Kunpeng. At present, the Longgang Industrial Internet Innovation Center jointly built by both parties is about to be completed, which is the first industrial Internet industry carrier in Shenzhen. (Economic Daily News)

4. Anhui released the first new infrastructure catalogue in China

On May 27, Anhui province released the country’s first catalogue of technical products and services in the new infrastructure field. The first batch of the catalogue includes 896 items, mainly including new technologies, products and services in 5G, artificial intelligence, industrial Internet, data centers, supercomputing centers and the Internet of Things.

157 items in the CATEGORY of 5G, including HikVision 5G ultra HD camera, USTC 5G secure access terminal, etc.

400 items in the category of artificial intelligence, including IFLYtek Intelligent Education AI Brain, Huamico Smart watch, etc.

87 industrial Internet items, including three Squirrels food industry industrial Internet platform, Lianbao Electronic intelligent manufacturing cloud platform, etc.

98 items in the category of Internet of Things, including the Intelligent power Internet of Things Application technology of USTC and the Intelligent Integrated Platform of Iot Vehicle of The Intelligent Research Institute of Hefei University of Technology;

86 data center items, including Bengbu JINGdong Cloud Digital Economy North Anhui Regional Center, Yunming Technology Public Health Big data Center, etc.

4 supercomputer center categories, including Sunway Domestic desktop · small supercomputer, visible light one-way data isolation transmission system, etc.

64 items in other categories, including USTC Quantum Secure Communication Technology and Dongchao Interactive aerial imaging technology. (The Paper)

6. Industry dynamics

1. Key breakthroughs have been made in China’s carbon-based semiconductor technology

On May 26, THE Beijing Institute of Microelectronics announced that a team led by Peng Lianmao and Zhang Zhiyong, members of the Chinese Academy of Sciences and professors of Peking University, had solved the bottlenecks that had long plagued the preparation of carbon-based semiconductor materials, such as the purity, density and area of the materials. Their work is described in the May 22 issue of the journal Science in applied Physical Device Technology.

It is understood that carbon based technology is also developed countries have been developing a pre-replacement silicon based new technology. Due to the early start of China’s carbon-based technology, the current technology is based on the undoped carbon-based CMOS technology proposed by Academician Peng Lianmao 20 years ago. In recent years, a series of breakthroughs have been made, which has greatly enhanced China’s voice in the world semiconductor industry. (National Business Daily)

2. HashiCorp forbids the use of Enterprise VAULT software in China

On May 29, HashiCorp, a well-known foreign DevOps service provider, announced on its official website that it would not allow the use, deployment and installation of its products and software in China. On HN, HashiCorp answered netizens’ questions, claiming that because the software violates Chinese laws, it is illegal to sell in China. The full text is as follows:

First, this document only applies to enterprise measurement software. This does not apply to our OSS software, and should not be associated with our OSS except in the case of signing up for enterprise assessments.

And most importantly: Why say this here? This is not a political statement. This is a legal requirement. The encryption software we use in Vault is restricted by China’s Export control Law and it is illegal for us to sell it in China (according to Chinese law).

In order to be able to sell Vault in China, we must restrict the encryption software used in Vault to the version that is acceptable to the government.

We didn’t do that, so it was illegal for us to sell in China. We must include this clause in our enterprise clause. (Security Guest)

3, Gartner released cloud security capability assessment report: Ali Cloud is the second in the world, more than Amazon

Gartner’s “Solution Comparison for the Native Security Capabilities” report is the first comprehensive assessment of the global TOP cloud vendors’ overall Security Capabilities. As the only shortlisted manufacturer in Asia, Ali Cloud’s overall security capability ranked second in the world, with 11 security capabilities assessed as the highest level (High), surpassing Amazon and only second to Microsoft. The report evaluated six cloud vendors, including Amazon, Microsoft, Alibaba Cloud, Google, IBM and Oracle, across seven modules and 24 capabilities, including “infrastructure security, cloud governance and compliance, network security, application and container security, data security, logging and warning, and application and workload protection.” Among them, Ali Cloud won the highest score in the network security evaluation. (Financial network)

Vii. Company dynamics

1. Jinshan office officially settled in Chengdu with an estimated investment of 700 million yuan

On May 28th, kingsoft office held the ground-breaking ceremony in Chengdu High-tech Zone. In the future, Kingsoft office will focus on the development of data cloud storage, intelligent data processing, secure cloud documents and data collaborative sharing in Chengdu, and jointly build an open and innovative industrial ecosystem.

Zhang Qingyuan, CEO of Kingsoft Office, introduced that kingsoft Office is expected to invest 700 million yuan in Chengdu in the next 4-5 years after its establishment in Chengdu. Relying on the complete innovation ecosystem of Chengdu High-tech Zone, Kingsoft Office will build the development center of domestic minority language version and international minority language version of WPS Office. In addition, Kingsoft office will cooperate with universities and research institutes in Sichuan province and Chengdu to build Chengdu, Sichuan province into kingsoft office’s overseas R&D operation center. In addition, Kingsoft office will give full play to its capital advantages to enable both technology and capital for upstream and downstream enterprises in the xinchuang industry, and also prepare 500 million xinchuang fund for investment in xinchuang industry chain projects. (Sichuan News Network)

Cisco is buying Cloud analytics Internet startup Thousandyes

Cisco said Thursday it will acquire Cloud analytics Internet startup Thousandyes. Cisco did not disclose the purchase price of the deal, but it is expected to close by the end of its fiscal first quarter. Earlier in the day, however, a foreign media outlet said the deal was in the works and could be completed on Thursday local time at a price close to $1bn.

Upon completion of the acquisition, Thousandyes will be part of Cisco’s newly formed Network services business. Cisco said it plans to embed ThousandEyes’ technology in its numerous products, including its AppDynamics portfolio, SD-WAN, WebEx and Meraki family of products, to increase visibility for enterprise, Internet and cloud computing.

ThousandEyes was founded in 2010 and is based in San Francisco with 400 employees. It offers cloud-based software packages that analyze local and wide area network and Internet performance. The company has raised more than $100 million in venture capital to develop software to monitor how its applications are used on the Internet. (TechWeb)

3. Launched PolonDB, a distributed relational database, in QingCloud

QingCloud, an enterprise hybrid cloud service provider, announced the launch of PolonDB, a distributed relational database that is fully and seamlessly compatible with the PostgreSQL ecosystem. PolonDB is a distributed relational database based on Citus and supports both online transaction processing (OLTP) and online analysis processing (OLAP) scenarios.

Previously, QingCloud platform has completed compatibility certification with TONGxin UOS desktop operating system and has been included in tongxin Software Unified desktop operating system ecosystem partner. (Finance)