行情速递 / Part 01 国内新闻 / Part 02 ①艾邦ARAI眼镜资讯，诺视科技正式发布新一代微显示屏芯眸®（Chimo®）M06/该产品已完成终端眼镜验证并实 现量产交付/该量产级2.5μm硅基微显示产品芯眸®M06以极致轻量化、超低功耗与高性能表现/ ②AI芯天下，摩尔线程披露重大合同公告/公司于近日与某客户签订了产品销售协议/合同标的为摩尔线程夸娥 （KUAE）智算集群/合同总价款为6.6亿元/ ③半导体行业观察，全球前三大、中国台湾省最大频率元件厂晶技（3042）日发函通知客户/4月1日起调涨频率元件 价格/涨幅约5%至10%/ ④半导体芯闻，中微公司公告称拟通过发行股份及支付现金的方式购买杭州众硅64.69%股权/通过本次交易/中微公司 将成为具备"刻蚀+薄膜沉积+量检测+湿法"四大前道核心工艺能力的厂商/成功实现从"干法"向"干法+湿法"整体解决 方案的关键跨越/ 海外新闻 / Part 03 ①大盘指数，上证指数(-0.80%)/北证50 (-0.99%)/深证成指(-1.81%)/科创50 (-2.59%)/创业板指(-2.70%)/ ②TMT领涨板块，SW通信线缆及配套(+0.9 ...

备受瞩目行业盛会—— 2026未来产业新材料博览会（FINE 2026） 将于 6月10-12日 在 上海新国际博览中心 隆重举行！ 从机器人到eVTOL，从半导体到数据中心液冷，从电池到能源，从热管理到轻量化，从可持续到功能材料。 百年变局，时代机遇，中国未来产业崛起引领 全球新材料创新发展！ 第一批参观预登记终端和买家单位 （截至2026年3月13日，排名不分先后） | 向下滑动查看所有内容 | | --- | 截至目前， FINE2026已有 500+ 企业 携全新技术与创新产品报名参展， 展位预订率 达 7 0% ， 30+ 前沿主题 论坛正紧锣密鼓筹备， 1000+ 终端和应用企 业已报名参会参观和采购合作交流。 诚邀全球未来产业的精英翘楚齐聚上海，共赴这场行业年度盛会！ "码"上预登记▲ 免费观展，解锁多重好礼！ 5，惊喜福利 早鸟礼 ：前500名预登记观众可领取一张 100元 京东卡 (需凭短信通知，展会现场兑换) 组团礼 ：成功组织5人以上观展的团长可领取一张 100元 京东卡 (信息需经主办方审核) 2026未来产业新材料博览会 中国未来产业崛起引领全球新材料创新发展 6月10-12日 上海 ...

Core Viewpoint - The 2026 Future Industry New Materials Expo (FINE 2026) will be held from June 10-12 at the Shanghai New International Expo Center, showcasing innovations in new materials and leading the global development in this sector [2][8]. Group 1: Event Overview - FINE 2026 has over 500 companies registered to exhibit, with a booth reservation rate of 70% [2]. - The expo will feature over 30 thematic forums and expects to attract more than 70,000 professional visitors [8][29]. - The total exhibition area is projected to be 50,000 square meters, with over 800 exhibitors and 300 reports scheduled [8]. Group 2: Thematic Exhibitions - Seven thematic exhibition areas will be set up, focusing on advanced semiconductors, advanced batteries and energy materials, AI chip thermal management, lightweight and sustainable materials, and future intelligent terminals [11][18][20]. - The advanced semiconductor exhibition will highlight third and fourth-generation semiconductors, including diamond and silicon carbide [11]. - The advanced battery and energy materials exhibition will focus on solid-state batteries and supercapacitors for emerging fields like robotics and smart vehicles [15]. Group 3: Forums and Reports - FINE 2026 will host over 30 specialized forums covering topics such as intelligent computing, low-altitude economy, aerospace, and new energy [23]. - Key forums will include discussions on AI-enabled new materials, investment strategies, and technology innovations [24][25]. - The event will also feature a macro forum on future industries and various industry-specific innovation forums [24].

来源：如皋科创投 每日｜荐读 峰会： 「2026中国产业资本峰会暨宁波产业生态大会」盛大启幕 荐读： 告别"DPI焦虑"，一家GP的"多赢"解题思路 荐读： 2025年IPO退出盘点：哪些GP赚钱了？ 热文： 投资人"忙疯了" 近日，如皋市雉荟产业母基金开启遴选子基金管理机构。为深入贯彻落实如皋市委市政府创新驱动 发展战略，推进江苏省创新型县（市）建设，如皋市雉荟产业投资合伙企业（有限合伙）（以下简 称"母基金"）于2025年6月23日正式设立，基金总规模10亿元。现面向社会公开遴选子基金管理 机构，有关事项公告如下： 公告显示，母基金总规模10亿元，由如皋市科创投资集团有限公司、江苏中皋私募基金管理有限 公司共同出资设立，并由江苏中皋私募基金管理有限公司担任基金管理人；基金定位为引导优质项 目落地如皋，支持如皋市重点产业升级，推动本地战略新兴产业发展；基金存续期限为15年，其 中投资期7年，退出期8年，投资方向聚焦重点打造精密光学、合成生物、新材料、新能源、高端 装备、AI等智能制造产业链。 公告要求，子基金规模原则上应与其管理机构的投资能力相匹配；子基金向母基金申请出资的金额 原则上不超过子基金认缴出资总 ...

Market Overview - Major indices showed positive performance with the ChiNext Index up by 3.04%, the STAR Market 50 Index up by 2.16%, and the Shenzhen Component Index up by 2.04% [1] - The TMT sector led the gains, particularly in communication cables and supporting components, which rose by 7.67%, and discrete devices, which increased by 7.07% [1] Domestic News - OPPO announced a price adjustment for certain products effective from March 16, 2026, affecting the A series, K series, and OnePlus, while excluding the Find and Reno series [2] - Anshi China reported small-scale production of 12-inch bipolar discrete devices based on its self-developed 12-inch platform, optimizing chip structure and manufacturing processes [2] - China's customs reported a total import and export value of $10,995.4 billion in the first two months, a year-on-year increase of 21.0%, with integrated circuit exports accelerating from 11.91% to 72.6% [2] Semiconductor Industry Insights - Counterpoint Consulting noted that rising memory prices are altering the cost structure of smartphone BOMs, with a projected 25% increase in BOM costs for low-end smartphones by Q1 2026 [2] - Infineon announced that its latest generation of CoolGaN Transistors G5 has been selected by Chicony Power Technology for use in multiple laptop power adapters for a top-tier client [2] - Omdia forecasts a 1% decline in the global DDIC market in 2025, stabilizing in 2026, reflecting structural changes in TV panel demand and pressure from memory shortages on IT and smartphone display needs [2] - TrendForce estimates that to maintain existing profit margins, the retail price of a mainstream laptop model originally priced at $900 may increase by nearly 40% due to rising memory and CPU costs [2] AI Developments - Picsart launched the AI Playground feature, integrating over 90 generative AI models from 24 vendors into a single interface, allowing users to generate content with a single prompt [3] - The AI companion robot Colucat received the 2026 Global Recognition Award, utilizing local Edge AI technology without internet connectivity [3] - DingTalk announced unlimited free calling quotas for developers using OpenClaw until March 31, 2026, enabling direct access to various DingTalk functionalities [3] - Tencent is currently testing QClaw, a local AI assistant that allows users to control their computers via WeChat commands [3] Industry Tracking - Longlight Satellite held a launch ceremony for eight satellites in Jilin Province, set to be launched from the Jiuquan Satellite Launch Center [4] - Wuxi High-tech Zone released measures to support the integration of open-source community projects with a maximum single support of 5 million yuan [4] - The OpenClaw framework has been embedded in the Unitree G1 humanoid robot, enabling it to form short-term world memory and act as a physical intelligent agent [4] - Fujian Sangang achieved breakthroughs in high-end steel products, successfully completing the R&D and trial production of ZSCM440 cold heading steel [4]

Market Overview - Major indices showed positive performance with the STAR Market 50 up by 1.72%, ChiNext Index up by 1.66%, Shenzhen Component Index up by 1.23%, North Star 50 up by 1.12%, and Shanghai Composite Index up by 0.64% [1] - The TMT sector led the gains with SW LED increasing by 10.87%, SW Panel by 4.86%, and SW Optical Components by 3.79% [1] - Conversely, the TMT sector also saw declines with SW Discrete Devices down by 0.58% and SW Passive Components down by 0.04% [1] Domestic News - Nisi Semiconductor has established the world's first 35-micron power semiconductor ultra-thin wafer process and packaging testing production line, significantly improving device efficiency and thermal performance for applications in electric vehicles and 5G base stations [2] - A blockchain-specific acceleration chip developed by a research team has achieved a 50-fold performance improvement, addressing the computational bottleneck in large-scale blockchain networks, and has been applied in 16 central ministries and 27 central enterprises [2] - The African smartphone market is projected to see a 14% year-on-year increase in shipments in Q4 2025, reaching 23.1 million units, with Honor achieving double-digit growth for the second consecutive year [2] - Shenghui Integrated announced that its subsidiary in Thailand has won a project order worth approximately 242 million RMB (pre-tax) [2] Overseas News - Samsung Electronics confirmed that DRAM prices will rise by over 100% in Q1, initially projected to increase by 70% due to surging demand from AI applications [3] - Counterpoint Research forecasts that the average price of new smartphones in China will increase by 15%-25% after March, marking the largest collective price adjustment in five years [3] - The price of G.652D single-mode optical fiber has surged nearly 650% from 18 RMB/km at the beginning of the year to a current price of 85-120 RMB/km [3] - With the rise of generative AI, data centers are facing challenges in transmission density and energy efficiency, leading to a shift towards Micro LED CPO solutions that significantly reduce energy consumption [3] AI Insights - Google has opened its previously experimental Canvas feature to all users in the U.S., marking a shift in its search capabilities towards a comprehensive creative platform [4] - MiniMax has released Music 2.5+, which adds pure music creation capabilities across various styles, suitable for meditation, sleep aid, and advertising [4] - CoreWeave has entered a long-term strategic partnership with AI search company Perplexity to utilize its cloud computing resources for AI inference workloads [4] - Flowith has completed a multi-million dollar seed round of financing to develop an "action-oriented" operating system for the Agentic AI era [4] Industry Tracking - Starfire Space has successfully conducted the first full-system test of its "Flame II" electric pump cycle rocket engine, validating the feasibility of this technology in domestic engines [5] - A brain-machine interface has been introduced at a rehabilitation center, allowing patients to control external devices through brain signals captured by EEG equipment [5] - Deepen AI has launched a Visual-Language-Action tool aimed at providing data toolchains for robotic teams, integrating various data types for structured action outputs [5] - A new high-speed precision cutting device developed by Shougang Engineering has successfully achieved stable and precise cutting of ultra-thin steel strips at a speed of 60m/min [5]

Market Overview - The major indices showed mixed performance with the Shanghai Composite Index up by 0.09%, while the Shenzhen Component, North 50, ChiNext, and Sci-Tech 50 indices declined by 0.35%, 0.44%, 1.08%, and 1.11% respectively [1] TMT Sector Performance - The TMT sector saw gains in sub-sectors such as SW Electronic Chemicals III (+0.65%), SW Passive Components (+0.55%), and SWIT Services III (+0.15%) [1] - Conversely, the TMT sector faced declines in SW Portal Websites (-4.68%), SW Marketing Agencies (-4.05%), and SW Mass Publishing (-4.03%) [1] Domestic News - Zunheng Semiconductor announced a significant breakthrough in advanced packaging electroplating technology, achieving a uniformity control of 2.7%, surpassing the industry standard of 3% and breaking the long-standing monopoly of foreign manufacturers in this core technology area [2] - Silan Microelectronics announced a 10% price increase for certain device products effective March 1, 2026, due to significant fluctuations in global metal market prices, particularly for key precious metals used in wafer manufacturing [2] - Huada Technology's acquisition of Huayi Microelectronics for 2.996 billion aims to leverage Huayi's R&D capabilities to extend its power device brand development and sales across automotive, industrial, and consumer sectors, creating a new revenue growth point [2] - Xinyi Huazhi's OLED deposition equipment has secured orders worth hundreds of millions from leading panel customers, marking a successful transition from technology R&D to mass production and breaking foreign manufacturers' long-standing dominance in this field [2] International News - Amazon is deepening its partnership with STMicroelectronics to enhance the performance and efficiency of AWS data centers, focusing on chip design optimization and tighter integration of manufacturing processes [3] - The South Korean government announced a plan worth 1 trillion KRW (approximately 687.8 million USD) to develop AI semiconductors for equipment applications, aiming to produce about 10 types of AI chips for autonomous vehicles, smart appliances, and humanoid robots over the next five years [3] - TrendForce predicts that Google's Ironwood cabinet system will boost the global shipment share of 800G+ high-speed optical transceiver modules from 19.5% in 2024 to over 60% by 2026, becoming a standard in AI data centers [3] - imec announced the launch of its "NanoIC" pilot production line with a total investment of 2.5 billion euros, equipped with advanced High NA EUV lithography machines, expected to receive ASML's High NA EUV lithography machine by March 2026 [3] AI Insights - Kaiden Electronics launched the world's first AI solution for chip front-end design and verification, ChipStack™ AI, which can autonomously complete design and verification tasks, improving efficiency by up to 10 times [4] - Deepseek released a new version with a significant upgrade, increasing the context window from 128K to 1M tokens, indicating a major iteration based on new data training [4] - Tencent's HY-1.8B-2Bit model achieves a parameter reduction of six times compared to the original model while enhancing generation speed by 2 to 3 times on real edge devices [4] - Clawra, an AI girlfriend based on OpenClaw, has been launched, featuring a complete life trajectory and digital personality, capable of chatting, sending selfies, and video calls [4] Industry Tracking - The "Star Cloud II" large reusable launch vehicle's core propulsion system has made significant progress, completing ignition tests with the "Thunder-RS" engine, which has the highest thrust in China at 130 tons [5] - A Chinese team successfully completed the world's first clinical trial applying brain-machine interface technology for boundary identification in deep brain tumor surgery [5] - IDC forecasts that global humanoid robot shipments will reach approximately 18,000 units by 2025, a year-on-year growth of about 508%, with sales expected to reach around 440 million USD [5] - A Chinese team has successfully implemented Joule heating technology to achieve ultra-fast ceramicization of polycarbosilane precursors in one second, significantly improving pyrolysis efficiency [5]

Group 1 - The Angel Fund aims for a total scale of 1 billion yuan, established by the Jiaxing Municipal Government Equity Investment Fund Co., Ltd. and Jiaxing Talent Investment Service Co., Ltd. [1] - The fund manager is Jiaxing Changjiang Innovation Investment Group Co., Ltd., specifically its subsidiary Jiaxing Changtou Venture Capital Co., Ltd. [1] - Sub-funds will generally adopt a limited partnership structure, with a minimum scale of 100 million yuan, and the Angel Fund's investment in sub-funds will not exceed 40% of the sub-fund's scale [1] Group 2 - The Angel Fund will invest at least 50% of its total scale into angel-type enterprises, focusing on industries such as artificial intelligence, medical technology, new materials, quantum technology, and consumer technology [1]

Group 1 - The core viewpoint of the news is the approval of the CITIC Securities - Chengdu Jiaozi Park Commercial Property Holding Real Estate Asset-Backed Special Plan, which aims to issue 450 million yuan [2] - The original rights holder of the plan is Chengdu Jiaozi Park Investment Holding Co., Ltd., which was established in August 2022 in Chengdu High-tech Zone [2] - The plan manager is CITIC Securities Co., Ltd., and the project has been officially accepted as of January 23, 2026 [2] Group 2 - Chengdu Jiaozi Park Investment Holding Co., Ltd. focuses on creating a highland for equity investment funds in Western China, actively implementing strategies to strengthen industrial chains and promote economic growth [3] - The company has established multiple funds in collaboration with well-known institutions such as LVMH, Meituan Longzhu, and others, targeting industries like electronic information, biomedicine, and digital economy [3] - The company promotes the establishment of dual GP funds around specific sectors such as artificial intelligence, satellite communication, and robotics, aiming to create a three-tiered industrial fund system [3]

Core Insights - Jiujiang Zhaojing Technology Co., Ltd. has been established with a registered capital of 100,000 RMB and is led by legal representative Liu Yuhao [1] Company Overview - The company focuses on a wide range of operations including new material technology research and development, mold sales, and plastic processing equipment sales [1] - It is involved in artificial intelligence application software development, AI theory and algorithm software development, and the sale of AI hardware [1] - The company also engages in the manufacturing and sales of various products such as plastic products, toys, and smart home consumer devices [1] Industry Focus - The company operates in sectors related to cloud computing, data processing, and storage support services, as well as IoT technology services [1] - It aims to provide services related to big data and internet data, indicating a strong focus on digital transformation and technological innovation [1]