上海：促进软件和信息服务业高质量发展 智通财经6月10日电，上海市委副书记、市长龚正今天（6月10日）主持召开市政府常务会议。会议原则 同意《上海市促进软件和信息服务业高质量发展的若干措施》并指出，全球软信产业发展迅猛，上海要 加快构建技术引领、场景驱动、生态协同高质量发展格局，打造具有全球竞争力的软信创新高地。要聚 力核心技术突破，加快前沿技术产业化，推动软件技术与人工智能深度融合，打造示范应用标杆。要聚 力龙头平台引育，加快实施头部企业培优激励机制，努力打造从基础研发到应用落地到标准输出的全链 生态体系。要聚力政策创新供给，吸引更多海外软信企业来沪发展，并加强新赛道布局，营造鼓励创 新、便利转化、保障收益的良好生态和发展环境。 ...

Core Insights - The KubeCon + CloudNativeCon China 2025 event highlights the importance of open-source software in driving innovation within technology companies, as emphasized by Jim Zemlin, Executive Director of the Linux Foundation [1] - China is recognized for its significant contributions to cloud-native technology, being one of the earliest and strongest ecosystems in the CNCF, with notable open-source projects like Volcano and Dragonfly [1] - The transition towards AI cluster clouds necessitates major changes in cloud management and construction, as stated by Ren Xudong, Huawei's Chief Open Source Liaison Officer [2] Group 1 - Jim Zemlin encourages technology companies to adopt open-source software, citing a study indicating that the cost of acquiring all necessary open-source software would reach $9 trillion [1] - CNCF CTO Chris Aniszczyk acknowledges China's role in cloud-native innovation, noting its position as the second-largest contributor to open-source globally [1] - The event showcases various impactful projects from China, including Volcano, Dragonfly, KubeEdge, and OpenYurt, demonstrating excellence in edge computing and distributed processing [1] Group 2 - Ren Xudong discusses the evolution of AI hardware infrastructure towards large processor clusters, emphasizing the need for significant changes in cloud management [2] - Huawei's software engineer Xuzheng Chang reports that iFlytek improved GPU utilization by over 40% and reduced fault recovery time by 70% using Volcano for large-scale model training [2]

Core Viewpoint - The 2024 Technology List focuses on the current status and development trends of high-tech and high-growth companies in China, aiming to identify and discover outstanding enterprises that are recognized by both the capital market and customers [2] Group 1: Company Overview - Wondershare Technology, founded by Wu Taibing in 2003, has grown into a leading A-share listed company in China's digital creative software sector, providing a wide range of creative software globally [2][4] - The company operates in over 200 countries and regions, with a cumulative global user base exceeding 1.5 billion [4] Group 2: Financial Performance - In 2024, Wondershare Technology reported a total revenue of 1.44 billion yuan, with its core video creative software generating 961 million yuan, marking seven consecutive years of positive growth [4] - The total number of paying users increased by over 20% year-on-year, while revenue from AI-native applications reached approximately 67 million yuan, reflecting a year-on-year growth of over 100% [4] Group 3: Product and Innovation - The company has launched several creative software products, including video editing software and AI-driven applications, and is recognized as the "Chinese version of Adobe" [4] - Wondershare Technology is advancing its AI model and AIGC application development, having introduced the first multimedia AI model in China, "Tianmu," and is collaborating with various model manufacturers to enhance its product matrix [5] Group 4: Strategic Initiatives - The company is constructing the first national digital creative science park in Changsha, with an investment of nearly 1 billion yuan and a planned area of nearly 100,000 square meters, capable of accommodating nearly 10,000 employees [5]

2025南京软件大会定档下周 智通财经6月10日电，南京市工业和信息化局、江北新区管委会在南京市政府新闻发布会上共同宣布， 2025南京软件大会将于6月17日至19日在宁举行。本次大会以"工业软件赋智 开源创新赋能"为主题，围 绕工业软件、信创产业、开源生态等关键方向，将举办一场主题大会、四个重大专场活动，以及一个软 件名园招商活动，突出打造"万亿软件名城""工业软件看南京""鸿蒙之城"三大品牌。 ...

Group 1 - The stock of Holley (688682) has a comprehensive score of 64.92, indicating a strong performance [1] - The main cost analysis shows the following prices: current main cost at 28.31 CNY, 5-day main cost at 28.39 CNY, 20-day main cost at 27.27 CNY, and 60-day main cost at 25.03 CNY [1] - Over the past year, the stock has experienced one limit-up and no limit-down events [1] Group 2 - The short-term resistance level is at 28.65 CNY, while the short-term support level is at 28.11 CNY [2] - The mid-term resistance level is at 29.86 CNY, and the mid-term support level is at 26.04 CNY [2] - The current market trend is unclear, with the main funds waiting for direction [2] Group 3 - On June 10, 2025, the net inflow of main funds was 17.73 million CNY, accounting for 27% of the total transaction volume [2] - The net inflow from large orders was 12.53 million CNY, while the net outflow from retail investors was 2.93 million CNY [2] - Related industry sectors showed declines, including communication services at -2.26%, domestic software at -1.58%, 5G concept at -1.38%, and commercial aerospace at -1.34% [2]

Core Viewpoint - Nomura Securities analysts, led by Kyohei Morita, believe that Japan's economy is unlikely to fall into recession despite potential economic slowdowns caused by U.S. tariffs [1] Economic Outlook - Japan's economy is primarily driven by the service sector, which is expected to benefit from new stimulus measures through supplementary budgets [1] - Corporate investments in software and efforts to address labor shortages are anticipated to support Japan's economic growth [1] Risks and Challenges - The analysts caution that tariffs may exert "downward pressure" on Japan's economy from July to September [1] Monetary Policy - The Bank of Japan is expected to begin raising interest rates in January 2026, as indicated by the central bank's governor, Kazuo Ueda, who emphasized readiness to continue rate hikes if the underlying inflation rate approaches the 2% target [1]

据悉，信创ETF(562570)跟踪中证信息技术应用创新产业（300832）指数。该指数聚焦新质生产力，布 局自主可控头部公司，覆盖人工智能、数据算力、工业软件、信息安全等前沿科创产业。截至6月9日， 指数前十大权重股分别为浪潮信息（000977）、海光信息、华大九天（301269）、深信服、金山办公、 用友网络、恒生电子（600570）、中科曙光、广联达（002410）、三六零（601360），合计权重占比 47.72%。信创ETF(562570)为跟踪该指数规模最大的ETF。截至6月9日，信创ETF(562570)自5月16日以 来已连续16个交易日获资金净流入，合计净流入金额高达22.78亿元。 消息面上，6月9日晚间，海光信息、中科曙光纷纷发布公告，披露重组进展，两家公司股票今日双双复 牌。根据中科曙光在公告中披露，公司与海光信息筹划由海光信息通过向中科曙光全体A股换股股东发 行A股股票的方式换股吸收合并中科曙光，并发行A股股票募集配套资金。本次换股吸收合并完成后， 中科曙光将终止上市，海光信息将承继及承接中科曙光的全部资产、负债、业务、人员、合同及其他一 切权利与义务。 华创证券在近期研报中认为，信 ...

Core Viewpoint - Huawei's CEO Ren Zhengfei emphasized the importance of research and development (R&D) investment, stating that the company invests 180 billion yuan annually, with 60 billion yuan allocated to basic theoretical research and 120 billion yuan focused on product development [1] R&D Investment - The company invests 180 billion yuan in R&D each year, with approximately 60 billion yuan dedicated to basic theoretical research that is not subject to performance assessment [1] - About 120 billion yuan is allocated to product development, which is subject to performance evaluation [1] Chip and Software Strategy - Ren Zhengfei indicated that there is no need to worry about chip issues, as methods like stacking and clustering can yield results comparable to the most advanced levels [1] - In terms of software, he mentioned that a multitude of open-source software solutions will meet societal needs in the future [1]

Group 1 - The third Software Innovation Development Conference will be held in Wuhan, focusing on new trends in the software industry during the 14th Five-Year Plan period and local practices [1] - The conference will introduce the "Yujia Mountain Forum" for industrial software, where six provinces in central China will sign a cooperation agreement for industrial software pilot verification [2][4] - By 2030, Wuhan aims to achieve a software industry scale exceeding 800 billion yuan, positioning itself among the top cities in the country [1][4] Group 2 - The conference aims to create a new hub for the transformation of production, education, and research, promoting the application of domestic industrial software in high-end sectors such as aerospace, shipping, and automotive [2] - Wuhan is accelerating the development of an open-source technology ecosystem, focusing on operating systems and chip technologies based on open-source Harmony and RISC-V [2] - The East Lake High-tech Zone in Wuhan has gathered over 400,000 software R&D personnel, forming a "1+N" development system with major R&D centers [3] Group 3 - The six provinces will enhance collaboration by signing an industrial software pilot verification cooperation agreement, integrating resources across government, industry, academia, and finance [4] - Wuhan will focus on cultivating three key industrial sectors, leveraging its cybersecurity talent and research institutions to establish a core hub for the national cybersecurity industry [4] - The city aims to integrate its "Optics Valley" and "Automobile Valley" to seize opportunities in the "software-defined vehicle" sector, accelerating the development of intelligent automotive software [4]

近日，在深圳华为总部，围绕大众关心的一些热点话题，人民日报记者一行与华为首席执行官任正非面 对面交流。任正非表示，中国在中低端芯片上是可以有机会的，中国数十、上百家芯片公司都很努力。 特别是化合物半导体机会更大。硅基芯片，我们用数学补物理、非摩尔补摩尔，利用集群计算的原理， 可以达到满足我们现在的需求。软件是卡不住脖子的，那是数学的图形符号、代码，一些尖端的算子、 算法垒起来的，没有阻拦索。困难在我们的教育培养、人才梯队的建设。中国将来会有数百、数千种操 作系统，支持中国工业、农业、医疗等的进步。(人民日报) ...