优化产业基金体系 聚焦"8+8+4"重点产业体系，延伸拓展国资基金矩阵，动态优化国资基金结构布局，新设集成电路、人 工智能与机器人、低空经济等直投基金，做强科技成果转化、科技人才创新等早期天使基金，做优智能 潮玩、智能家居、精密模具等产业升级转型基金，联动参投型基金群，加快形成战略性新兴产业、未来 产业以及传统产业"一产业一基金（或基金群）"全覆盖。 2026年力争5支国资母基金实际出资不少于30亿元，撬动社会投资不少于100亿元。持续扩大国资直投基 金规模，到2028年力争国资直投基金（含母基金直投部分）实缴规模不少于100亿元。 完善投后服务生态 2月26日，东莞召开"资本赋能 服务强企"动员部署大会，东莞市国资委在会上推介国有资本赋能制造业 高质量发展投资运营服务体系。南都N视频记者了解到，该体系以三大核心举措构建全链条、多层次的 国资服务生态，精准对接东莞"8+8+4"现代化产业体系需求，将为"智创优品、和美宜居"现代化新东莞 建设注入强劲资本动力，推动制造业转型升级与创新发展迈上新台阶。 在融资支持方面，东莞将把本地上市后备企业纳入"投贷担"联动服务企业白名单，引导国资基金管理机 构与地方法人银行、 ...

（原标题：范式智能新设控股公司，含集成电路芯片业务） 企查查APP显示，近日，范式方舟（北京）控股有限公司成立，注册资本1000万元，经营范围包含：人 工智能应用软件开发；人工智能基础软件开发；集成电路芯片及产品销售；集成电路芯片设计及服务； 物联网技术服务等。企查查股权穿透显示，该公司由范式智能（06682.HK）全资持股。 ...

星标⭐选址960，第一时间收获最新推送 作者 I 宋溪 选址960 全文1209字，约需3分钟 临近年关，上海嘉定区定向出让了今年第二幅工业用地。 2月10日，上海市公共资源交易中心显示，嘉定工业区（北区）JDSB0301、JDSB0302、JDSB0303单元70-18C地块出让，出让面积6.3万平 方米（约95亩），出让价格9466万元，竞得人为上海集成电路装备材料产业创新中心有限公司。 | | 地块基本信息 | | --- | --- | | 地块名称: | 嘉定区嘉定工业区 (北区) JDSB0301、JDSB0302、JDSB0303单元70-18C地块 | | 四至范围: | 东至娄陆公路,南至西黄姑塘,西至地块边界,北至地块边界 | | 出让人: | 上海市亮定区规划和自然资源局 | | 出让方式: 挂牌 | | | 所屋区域: 嘉定区 | | | 土地用途: 工业用地 | | | 出让面积(m²): 63105.43 | | | 容积率: 2.0 | | | 出让年限: 工业用地:50年 | | | | 交易结果 | | 竞得价(万元): 9466.0 | | | 竞得人: | 上海集成电路装 ...

Group 1 - The establishment of Huizhi Yangtze River Delta (Shanghai) Private Equity Fund Partnership (Limited Partnership) has been announced, with a total investment amount of approximately 5.05 billion RMB [1] - The fund's operational scope includes private equity investment, investment management, and asset management activities [1] - Major investors in the fund include China Life Insurance, Shanghai Pudong Leading Area Investment Center (Limited Partnership), and Shanghai Guotou Xian Dao Artificial Intelligence Private Investment Fund Partnership (Limited Partnership) [1] Group 2 - The fund primarily targets investments in technology innovation enterprises within three leading industries: artificial intelligence, integrated circuits, and biomedicine [1]

Group 1 - The event organized by the Guangzhou Development and Reform Commission and the Municipal Financial Office aims to connect financial resources with technology enterprises, focusing on the construction of a modern industrial system in Guangzhou [2] - The roadshow featured six promising technology companies from various fields, showcasing their core technological advantages, business layouts, and growth potential [2] - The theme of the event was "Open Co-creation, Industry-Finance Symbiosis - Building a New Ecosystem for the Technology Industry," emphasizing the need for efficient platforms to attract investment institutions and professional service agencies [2] Group 2 - The Guangzhou Development and Reform Commission is committed to establishing a modern industrial system supported by the real economy, focusing on key industries such as artificial intelligence, low-altitude economy, biomedicine and health, and integrated circuits [3] - The commission plans to continue the "Open Co-creation, Industry-Finance Symbiosis" series of activities to enhance the full-chain service mechanism for enterprise listings and facilitate the transformation of technological achievements [3] - The initiative aims to inject strong momentum into the construction of Guangzhou's modern industrial system by improving the channels for industrial upgrading and financial empowerment [3]

Group 1 - The core point of the article is the establishment of a new company, Wuhan LingSi Intelligent Technology Co., Ltd., which focuses on artificial intelligence and integrated circuit businesses [1] - The registered capital of the new company is 10 million yuan, indicating a significant investment in the technology sector [1] - The business scope of the new company includes artificial intelligence application software development, technical consulting services for AI public service platforms, basic software development for AI, and integrated circuit design [1] Group 2 - The new company is co-owned by Weide Information (688171), highlighting collaboration within the industry [1]

Core Insights - Shanghai's artificial intelligence and integrated circuit industries are experiencing a wave of IPOs, indicating a concentrated explosion of growth in the sector [3][14] - The city has established itself as a supportive environment for hard-tech companies, providing not only funding but also policy support and a collaborative atmosphere [5][8][13] Group 1: Industry Growth and IPOs - From late 2025 to early 2026, several leading companies in the AI and integrated circuit sectors have gone public, including MiniMax and TianShuZhiXin, showcasing a rare occurrence of multiple listings in a short timeframe [3] - The integrated circuit industry in Shanghai is projected to exceed 460 billion yuan in revenue for 2025, reflecting a year-on-year growth of 24% [14] - The AI sector is also thriving, with an expected revenue of over 550 billion yuan for 2025, marking a growth rate exceeding 30% [14] Group 2: Supportive Ecosystem - Shanghai's government has played a crucial role in supporting hard-tech companies through strategic investments, such as a $30 million investment in YingSi Intelligent during a challenging financing period [7] - The city offers targeted policy support to reduce R&D costs for companies, which has been particularly beneficial for chip development [8] - Shanghai's environment encourages the use of domestic AI models, providing a fertile ground for companies to test and implement their technologies [13] Group 3: Talent Pool - Shanghai has become a talent reservoir for AI and integrated circuit industries, attracting skilled professionals from both local and international backgrounds [9][10] - The workforce in Shanghai's AI sector is characterized by a mix of experienced veterans and young innovators, contributing to a dynamic and competitive landscape [10][11] - The presence of top universities and research institutions in Shanghai continuously supplies the industry with interdisciplinary talent essential for the development of complex technologies [11] Group 4: Infrastructure and Innovation - Shanghai is developing AI innovation towns to create a low-cost, high-intelligence environment for startups, having already attracted over 300 AI companies and 6,000 innovative talents [15] - The city has established a comprehensive ecosystem for the integrated circuit and AI industries, with a focus on both hardware and software development [15] - The collaborative atmosphere in Shanghai, exemplified by informal networks like the "semiconductor football group," fosters business partnerships and innovation [1][15]

内容：郑全怡 海外运营监制: 黄燕淑 海外运营内容统筹: 黄子豪 海外运营编辑：庄欢 吴婉婕 龙李华 郑全怡 出品：南方财经全媒体集团 1月7日上午，广东召开第六场"'十四五'广东成就"系列主题新闻发布会，主题为教育强省建设。广东省 委教育工委书记，省教育厅党组书记、厅长林如鹏在发布会上介绍，"十四五"时期，广东教育事业以高 质量发展为主线，构建优质均衡、融合创新、开放协同、智慧引领的新发展格局。学前教育毛入园率、 九年义务教育巩固率、高中阶段毛入学率分别达100%、96%、95%。职业教育规模位居全国前列，近半 数毕业生直接服务相关产业。普通高校从154所增至166所，新增10所本科院校（含5所职教本科），实 现21个地市本科高校、高职院校全覆盖。广东连续8年实现一般公共预算教育支出"只增不减"。2024年 全省地方教育经费总投入6747.4亿元，继续居全国首位，较2020年增长25.3%，年均增幅达5.8%。 5年来，广东省加快建设新工科、新医科、新农科、新文科2.0，大力建设609个国家一流本科专业建设 点、719个省一流本科专业建设点，遴选2914门省级一流本科课程，推动348个现代产业学院建设发展， ...

Group 1 - The software development sector is showing strength, with the CSI Software Service Index rising by 1.03% as of January 6, 2026, and key stocks like Tonghuashun up by 7.70% and Guiding Compass up by 6.37% [1] - The Ministry of Industry and Information Technology reported that from January to November 2025, China's software and information technology service industry generated revenue of 139,777 billion yuan, a year-on-year increase of 13.3%, with total profits of 16,954 billion yuan, up 6.6% [1] - Software exports reached 568.9 million USD, marking an 8.1% year-on-year growth, maintaining positive growth for nine consecutive months [1] - The Ministry also released guidelines to accelerate the development of new internet exchange centers, focusing on deploying cutting-edge technologies such as AI, quantum communication, and privacy computing [1] - Huazhang Securities highlighted the strong growth potential of the computer and software development industry, supported by policy initiatives and advancements in key areas like AI and quantum technology [1] Group 2 - As of December 31, 2025, the top ten weighted stocks in the CSI Software Service Index include iFlytek, Kingsoft Office, and Tonghuashun, collectively accounting for 60.89% of the index [2] - The Software ETF (159852) tracks the CSI Software Service Index, providing a convenient tool for investing in the computer software industry [3] - Investors can also access AI software investment opportunities through the Software ETF linked fund (012620) [4]

Core Insights - The article highlights the significance of Youyan Yijin New Materials Co., Ltd. in the semiconductor industry, particularly in the production of high-purity sputtering targets essential for chip manufacturing [1][3] - The company has achieved a technological breakthrough in manufacturing ultra-high-purity copper and copper alloy sputtering targets, positioning itself as a key player in the global semiconductor supply chain [3] Group 1: Company Overview - Youyan Yijin is located in Dezhou, specializing in the research, manufacturing, and sales of high-purity sputtering targets for integrated circuits [3] - The company has established a leading domestic industrial platform, achieving vertical integration from ultra-high-purity raw materials to sputtering targets [3] - The production project commenced in September 2023, with a designed capacity of 43,000 pieces per year [3] Group 2: Product Range and Applications - The product lineup includes ultra-high-purity copper and copper alloy targets, copper-phosphorus anodes, ultra-high-purity tantalum targets, cobalt targets, nickel-vanadium targets, and tungsten targets [3] - These products are widely used in various critical fields such as integrated circuit logic chips, memory chips, high-end filters, high-power devices, and advanced packaging [3] Group 3: Competitive Advantage - The company is one of the few globally to master the manufacturing technology of ultra-high-purity copper and copper alloy sputtering targets, with products already applied in advanced 12-inch wafer copper interconnect processes [3] - It is also the first in China and the second globally to achieve vertical integration in the manufacturing of ultra-high-purity cobalt targets, which are crucial for integrated circuit contact layer preparation [3] - The company has made rapid technological breakthroughs in 12-inch ultra-high-purity tantalum and tungsten targets, meeting the demands of high-end logic and memory chip applications [3] Group 4: Industry Impact - The high-end target products meet the requirements for advanced processes of 7nm and below, providing customized services and support for domestic and international chip manufacturers [3] - This significantly enhances the self-sufficiency of critical materials in China's integrated circuit sector and increases the company's influence and competitiveness in the global semiconductor industry [3]