“Science and Technology Innovation Board Daily”, April 25 — The main contents of today's Science and Technology Innovation Board Evening Report include: Lanqi Technology: net profit in the first quarter increased 1032.86% year on year; Changyang Technology plans to invest 302 million yuan to build a colorless transparent polyimide film project with an annual output of 1 million square meters; New Scenery: Net profit of 394.71 million yuan in the first quarter increased 91.58% year on year; China and Micro: net profit for the first quarter decreased 9.53% year on year.

[Focus on hot topics]

Newsletters:

Ministry of Industry and Information Technology Seeks Comments: Electric Bicycles Plan to Ban Vehicle Chargers and Improve Permanent Signage

The Ministry of Industry and Information Technology publicly solicits comments on the “Safety Technical Requirements for Electric Bicycle Chargers” Mandatory National Standard No. 1 Amendment (Draft for Comments). According to a letter from the Ministry of Industry and Information Technology, in response to the recent emergence of a large number of car chargers, which may affect the safety of electric bicycles, it is proposed to ban car chargers and improve the content of permanent labels. In the process of drafting this document, the main drafting units and main drafters were convened to conduct discussions. It explains the current situation and task requirements. Implementing relevant policy requirements will add permanent high temperature resistant labels and ban car chargers. There are no major differences. This document implements the proposed transition period of 6 months. Due to the addition of a permanent label that is resistant to high temperature, it will take a certain amount of time for enterprises to improve design and upgrade production equipment. It is recommended that the transition period between the publication date of this document and the implementation date be set at 6 months to ensure that manufacturers can fully digest and understand and ensure the implementation of this document.

Beijing: Companies that purchase autonomous and controllable GPU chips to develop intelligent computing power services are supported according to a certain percentage of the investment amount

Beijing issued the “Beijing Computing Infrastructure Construction Implementation Plan (2024-2027)”. Among them, it was mentioned that enterprises that purchase autonomous and controllable GPU chips to carry out intelligent computing power services will be supported according to a certain proportion of the investment amount to accelerate the autonomous and controllable supply of intelligent computing resources. Support is given to existing data centers that take the initiative to carry out green energy saving transformation according to a certain percentage of the investment amount. Improve the effectiveness of AI computing power voucher policies, encourage enterprises to make good use of intelligent computing power resources, and accelerate the application of large models to empower industry applications.

Depth:

Looking at Shanghai in a Thousand Weeks | Biomedical Transformation: Innovative Drugs from 0 to 1 World-class Biomedical Industry Cluster in Zhangjiang | Finding New Momentum for China's Economy

Flying cars become a scenic route at the Beijing Auto Show, and new and old forces of car companies compete for a new track

[Science and Technology Innovation Board Announcement]

Trina Solar: Net profit for the first quarter fell 71% year on year

Tianhe Solar disclosed its quarterly report. In the first quarter of 2024, it achieved operating income of 18.256 billion yuan, a year-on-year decrease of 14.37%; net profit of 516 million yuan, a year-on-year decrease of 70.83%. Affected by supply and demand in the photovoltaic industry chain, the sales price of the company's module products fell year-on-year, and the profitability of photovoltaic modules declined. According to the annual report disclosed by Tianhe Solar at the same time, it achieved net profit of 5.531 billion yuan in 2023, an increase of 50.26% over the previous year, and the company plans to pay 10 6.33 yuan (tax included). Note: Net profit for Q4 in 2023 was 454 million yuan. Based on this calculation, Q1 net profit increased 14% month-on-month.

Haiguang Information: Net profit of 289 million yuan in the first quarter increased 20.53% year-on-year

Haiguang Information released its report for the first quarter of 2024. During the reporting period, the company achieved operating income of 1,592 million yuan, an increase of 37.09% over the previous year; net profit attributable to shareholders of listed companies was 289 million yuan, an increase of 20.53% over the previous year; and basic earnings per share were 0.12 yuan.

Lanqi Technology: Net profit increased 1032.86% year-on-year in the first quarter

Lanqi Technology disclosed its report for the first quarter of 2024. Net profit for the first quarter was 223 million yuan, an increase of 1032.86% over the previous year. In the first quarter, demand for memory interface chips achieved restorative growth, and some of the company's new products (such as PCIereTimer and MRCD/MDB chips) began large-scale shipments, driving the company's revenue and net profit to a significant increase over the same period of the previous year. In the first quarter, the sales revenue of the company's interconnect chip product line was 695 million yuan, an increase of 68.38% over the same period of the previous year, setting a record sales revenue for this product line in the first quarter. Note: Net profit for Q4 in 2023 was 217 million yuan. Based on this calculation, net profit for Q1 in 2024 increased 2.88% month-on-month.

Changyang Technology: Plans to invest 302 million yuan to build a colorless transparent polyimide film project with an annual output of 1 million square meters

Changyang Technology announced that the company plans to invest 302 million yuan to build a “colorless transparent polyimide film project with an annual output of 1 million square meters” through Zhejiang Changyang Technology Co., Ltd., a wholly-owned subsidiary.

New scenery: Net profit of 394.71 million yuan in the first quarter increased 91.58% year-on-year

New Scenery revealed a quarterly report. In the first quarter of 2024, it achieved operating income of 293 million yuan, an increase of 36.63% over the previous year; net profit of 39.471 million yuan, an increase of 91.58% over the previous year.

Alice: Net profit for the first quarter increased 777.51% year-on-year

Alice released its report for the first quarter of 2024. Net profit for the first quarter was 306 million yuan, an increase of 777.51% over the previous year.

Wright Optoelectronics: Net profit of 43.51 million yuan in the first quarter increased 85% year-on-year

Wright Optoelectronics released its first quarter report, with revenue of 114 million yuan, up 61.94% year on year, and net profit of 43.51 million yuan, up 85% year on year.

China Micro: Net profit for the first quarter fell 9.53% year on year

China Micro disclosed its quarterly report. In the first quarter of 2024, it achieved operating income of 1,605 billion yuan, an increase of 31.23% year on year; net profit of 249 million yuan, down 9.53% year on year. Net profit after revenue and gross profit, net profit after deducting non-recurring profit and loss increased by $35 million over the same period last year.

University of Technology Hi-Tech: Net profit of 1.3963 million yuan in the first quarter increased by 811.99% year-on-year

The University of Technology Hi-Tech released its report for the first quarter of 2024. During the reporting period, the company achieved operating income of 309.212 million yuan, an increase of 71.60% over the previous year; net profit attributable to shareholders of listed companies was 1.3963 million yuan, an increase of 811.99% over the previous year.

Huada Intelligent Manufacturing: Net loss of 201 million yuan in the first quarter

Huada Zhizao released its report for the first quarter of 2024. During the reporting period, the company achieved operating income of 531 million yuan, a year-on-year decrease of 14.26%; net profit to mother was -201 million yuan; and basic earnings per share were -0.49 yuan. Net profit attributable to shareholders of listed companies during the reporting period was negative. Losses increased compared to the same period last year, but there was a marked improvement from the fourth quarter of 2023. The main reason for the change is that the company continued to increase its marketing network construction and market expansion efforts in this period, leading to an increase in sales expenses in the current period compared to the same period.

[Venture capital weather vane]

Dapuwei completed hundreds of millions of yuan in strategic financing

Recently, Dapuwei completed hundreds of millions of yuan in strategic financing. The investors in this round are Sunac Investment, Shenzhen Investment Holdings, Huasoft Capital, and Shenzhen CITIC Deloitte. Dapuwei is a data storage control chip developer. It is committed to developing data storage control chips with a big data direction, completely independent intellectual property rights, integrated storage control and management, and high security.

Qib Technology completed pre-A round financing of tens of millions of yuan

Qibo Technology completed a pre-A round of financing of tens of millions of yuan, which was jointly invested by Jinshajiang Joint Capital and Amara Investment. Qib Technology is a robot and automation equipment developer, mainly providing technology development services in the fields of environmental protection, electromechanical equipment, computers, networks and information technology. This is another round of financing for Qib Technology after angel rounds, strategic investments, and equity financing.

Hanhai Quantum completes tens of millions of yuan in angel round financing

Recently, Hefei Hanhai Quantum Technology Co., Ltd. completed an angel round of financing of tens of millions of yuan. The investors in this round are China Science and Technology Innovation Star and Hefei Seed Fund. Established in May 2021, Hanhai Quantum is a service provider specializing in software development such as electronic structure calculation and molecular dynamics simulation based on the first principles of quantum mechanics. The business covers various fields such as simulation calculation of solid molecular materials, prediction of new materials, intelligent data analysis, simulation calculation and demonstration of scientific research and teaching activities, and general education in quantum mechanics.