"Science and Technology Innovation Board Daily" September 30th News Today's Science and Technology Innovation Board Evening Report main content includes: Ministry of Industry and Information Technology: The software industry's integrated circuit design revenue in the first 8 months was 239.3 billion yuan; Beijing: Striving to achieve a low-altitude economic industry scale of 100 billion yuan within three years; Guangdong: Accelerate technological breakthroughs and industrialization in areas such as large-scale models, embodied intelligent robots, future intelligent terminals, and intelligent unmanned systems.

Focus on hot topics

Briefs:

After the "Eight Major Policies for Science and Technology Innovation Board", the second IPO of New Singularity Technology Innovation Board received approval.

After several months, A shares finally welcomed a new enterprise IPO application. The Shanghai Stock Exchange website shows that the New Singularity Technology Innovation Board IPO application has been updated to "accepted", with the acceptance date being September 30th. The company plans to raise 4.8 billion yuan, with GTJA and Huayuan Securities as the sponsoring institutions, and Ernst & Young Hua Ming as the accounting firm. This is also the second one after the "Eight Major Policies for Science and Technology Innovation Board".

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

The Ministry of Industry and Information Technology released data showing that in the first 8 months, software product revenue was 1,911.5 billion yuan, an 8.2% year-on-year increase, accounting for 22.4% of the industry's total revenue share. Industrial software product revenue was 181.1 billion yuan, up 8.2% year-on-year; basic software product revenue was 118.2 billion yuan, up 11.6% year-on-year. Information technology services revenue continued to grow at a double-digit rate. In the first 8 months, information technology services revenue was 577.9 billion yuan, a 12.5% year-on-year increase, accounting for 67.6% of the industry's total revenue. Cloud computing and big data services achieved a combined revenue of 883.4 billion yuan, an 11.8% year-on-year increase, accounting for 15.3% of information technology services revenue; integrated circuit design revenue was 239.3 billion yuan, up 13.8% year-on-year; e-commerce platform technology services revenue was 780.3 billion yuan, up 9.3% year-on-year. Information security revenue growth continued to slow down. In the first 8 months, information security product and service revenue was 127.3 billion yuan, a 7.0% year-on-year increase. Embedded system software revenue continued to grow steadily. In the first 8 months, embedded system software revenue was 731.4 billion yuan, up 9.7% year-on-year.

Beijing: Strive to achieve a low-altitude economic industry scale of 100 billion yuan within three years.

Beijing Municipal Commission of Economy and Information Technology and other departments released the 'Action Plan to Promote the High-Quality Development of Low-Altitude Economic Industry in Beijing (2024-2027)' on September 30. According to the plan, Beijing will strive to achieve a low-altitude economic industry scale of 100 billion yuan within three years. The plan also proposes to expand aviation emergency rescue applications, promote normalized low-altitude logistics distribution applications in areas like Yanqing, Pinggu, Miyun, and Fangshan, and explore establishing low-altitude passenger routes between Daxing Airport and Xiong'an New Area.

Guangdong: Accelerate technological breakthroughs and industrialization of large models, embodied intelligent robots, future intelligent terminals, intelligent unmanned systems, and other forward-looking layouts like brain-like intelligence.

The People's Government of Guangdong Province issued the 'Action Plan for Accelerating the Cultivation and Development of Future Industries,' accelerating the development of high-speed all-optical communication, next-generation mobile communication, computing power networks, optical computing and visible light communication, constructing a future network system that integrates air, land, and sea, sensing and computation, and deep integration of facilities and applications. Accelerate technological breakthroughs and industrialization of large models, embodied intelligent robots, future intelligent terminals, intelligent unmanned systems, and other forward-looking layouts like brain-like intelligence. Accelerate synthetic biology, AI+ biomedicine, cell and gene therapy, brain science and brain-computer interface, and similar organ technologies breakthroughs and industrialization, promoting the convergence of biotechnology and information technology. Accelerate quantum computing, quantum precision measurement, quantum communication, and other technological breakthroughs and industrialization, leading a new round of information revolution.

India will investigate the cause of the fire at the apple mobile phone component factory.

Officials in Tamil Nadu in southern India said on September 29 that the local judiciary had dispatched investigators to probe the cause of the fire in a Tata Electronics Apple iPhone component factory the day before. Currently, the incident factory remains closed. The factory is located in the city of Hosur, Tamil Nadu, where the fire broke out on the morning of the 28th. The fire department said the ignition point was in the area where chemicals were stored. Local official KM Sarayu said the fire has been completely extinguished, and the smoke has dissipated. At the time of the incident, 523 workers were on duty, all of whom were promptly evacuated, with 10 receiving treatment. J. Saravanan, the official in charge of industrial safety in Tamil Nadu, said it has not yet been decided when to resume production, as further evaluation is needed based on the extent of damage inside the factory. He said the injuries in this fire are all related to smoke inhalation.

In-depth analysis:

All positive! The SSE Science and Technology Innovation Board 50 index hit a new high in daily gains. Will the hot investment in hard technology continue after the holiday?

Leveraging over 100 billion social capital! Shanghai Jiading Sci-tech Investment Group established.

Semiconductor demand is booming! South Korea's chip inventory has decreased at the fastest pace since 2009.

Announcement of the Science and Technology Innovation Board

National Electric: Shareholders of BYD Investment Liang Chuang violated their commitment to reduce the company's shares and apologized.

National Electric announced that the company received an "Apology Notice for Violation of Commitment to Reduce Shares" issued by shareholder BYD Investment Liang Chuang. Due to the imminent expiration of the existence period, negligence and misoperation by relevant personnel, BYD Investment Liang Chuang reduced 0.7226 million shares of the company through centralized bidding from November 20, 2023, to January 2, 2024, without the company announcing a reduction plan, accounting for 0.67% of the total share capital of the company, with a transaction amount of 73.88 million yuan; from September 3, 2024, to September 27, 2024, BYD Investment Liang Chuang reduced 0.2669 million shares of the company through centralized bidding, accounting for 0.25% of the total share capital of the company, with a transaction amount of 10.82 million yuan. The above reduction actions violated their commitment in the prospectus to "The company guarantees that it will abide by laws, regulations, and relevant rules of the China Securities Regulatory Commission and stock exchanges when reducing holdings, and will announce it three trading days in advance". BYD Investment Liang Chuang and related personnel have conducted a thorough self-examination and reflection, and sincerely apologized for the impact on the company and the general investors.

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

Shengmei Shanghai announcement, as of September 30, 2024, the company's total amount of orders in hand is 6.765 billion yuan (including contracted and bid but not yet contracted amounts).

Jiangsu Goodwe Power Supply Technology Co.,Ltd.: Directors, senior executives, and core technical staff resign.

Jiangsu Goodwe Power Supply Technology Co.,Ltd. announced that the board of directors recently received the resignation report from director, vice general manager, and core technical staff Fang Gang. Due to personal reasons, Fang Gang applied to resign from the positions of company director, vice general manager, and member of the board of directors' strategic committee, and will no longer serve as a core technical staff of the company. After resigning, Fang Gang will no longer hold any position in the company. The company has signed a confidentiality agreement with Fang Gang, and his departure will not affect the integrity of the company's patents and other intellectual property, nor will it have a significant adverse impact on the company's business development and technological innovation.

Vag shares: Shareholders plan to collectively reduce their shareholding by no more than 3% of the company's shares.

Pava shares announcement, shareholders Huiyi Xinyuan No. 1, Huiyi Xinyuan No. 2, Huiyi Xinyuan No. 3 plan to reduce their total holdings of the company's shares by no more than 4.8376 million shares (not exceeding 3% of the total share capital of the company).

Venture Capital Wind Vane

Aosong Electronics completes a 0.7 billion yuan Series D financing.

Guangzhou Aosong Electronics Co., Ltd. recently announced the completion of a 0.7 billion yuan Series D financing in Chinese yuan. The financing was led by Heavy Industry Holdings, Yu Fu Holdings, and Youbo Capital. Aosong Electronics, established in 2003, is a company specializing in the research and development of temperature and humidity sensors and instruments, including network-type pipeline temperature and humidity transmitters, WiFi-type temperature and humidity transmitters, etc. The company has previously completed Series A, B, and C financing rounds. This round of financing will be used to further expand production capacity, enhance research and development investment, and market promotion.

Hydrogen Intelligent completes a billion yuan Series B financing.

Beijing Hydrogen Intelligent Technology Co., Ltd. (Hydrogen Intelligent) recently completed a billion yuan Series B financing. The investors are Shanghai Haiji Pocheng and the founder-related company of Sinosynergy Hydrogen Energy. Hydrogen Intelligent, established in 2021, is an enterprise focusing on the research and manufacturing of solid hydrogen power systems for drones and anti-jamming fusion navigation systems for drones. The company holds the world's leading MOFs solid hydrogen storage core technology and has leading domestic anti-jamming fusion navigation technology for drones. This round of financing will be used to further promote Hydrogen Intelligent's research and market expansion in the fields of energy, transportation, military and police, emergency, and other areas with high-efficiency solid hydrogen power systems for drones, intelligent unmanned equipment, and their solutions. It is reported that Hydrogen Intelligent has previously completed a Series A financing.

Yinshi Robot has completed a financing of over 100 million yuan in Series B recently.

Yinshi Robot recently completed a financing of over 100 million yuan in Series B, with leading investment from Dacheng Cai Zhi, and follow-up investments from Deep Creation Investment, China Jian Capital's funds, Junshan, Tian Tou Technology Investment Company, Core Capital, and Ecovacs Robotics. Jiuqian Capital served as the exclusive financial advisor for this round. Yinshi Robot focuses on the development of micro servo electric cylinders and anthropomorphic dexterous hands, with its anthropomorphic dexterous hand being China's first commercially produced dexterous hand with a cumulative sales volume exceeding a thousand units.