Core Insights - Shanghai has successfully listed another AI chip company, TianShu ZhiXin, on the Hong Kong Stock Exchange, following the listings of MuXi Co. and BiRan Technology, marking a significant milestone for the local GPU industry [1] - The integrated circuit industry in Shanghai is projected to achieve a revenue of 391.2 billion yuan from January to November 2025, reflecting a year-on-year growth of 23.72%, with an expected total industry scale exceeding 460 billion yuan for the entire year [1] - The city has over 1,200 integrated circuit companies, accounting for approximately 40% of national industry talent and nearly 50% of innovation resources [1] Company Insights - TianShu ZhiXin is the first domestic company to independently develop general-purpose GPUs, having completed the entire process from core technology development to commercialization [1] - The R&D team at TianShu ZhiXin consists of 480 members, with an average of over 20 years of industry experience, and more than one-third of the team having over 10 years of experience in chip design and software development [2] Industry Insights - Shanghai ranks fourth globally and first in mainland China in the latest ranking of integrated circuit industry competitiveness by the World Semiconductor Association [2][3] - The integrated circuit industry in Shanghai has developed a comprehensive ecosystem that includes design, manufacturing, packaging, and testing, with a focus on nurturing leading enterprises in various segments [4] - The city has established a full industry chain system that supports chip design, manufacturing, and advanced packaging, with 35 companies listed on the Sci-Tech Innovation Board, leading the domestic market [5] - Shanghai aims to further enhance its integrated circuit industry by focusing on innovation breakthroughs, nurturing leading enterprises, and attracting high-level talent, with the goal of creating a world-class integrated circuit industry cluster [5]

Core Viewpoint - The article emphasizes the importance of developing emerging pillar industries as a crucial task for building a modern industrial system in China, highlighting the strategic significance of this initiative in the context of global changes and the transition to high-quality economic development [1][2]. Group 1: Importance of Emerging Pillar Industries - Developing emerging pillar industries is a systematic project that balances development and security, addressing both immediate and long-term needs [2]. - The urgency stems from the need to transition economic growth drivers, as traditional industries are losing their effectiveness in stimulating economic growth [2]. - Emerging pillar industries are seen as innovation-driven sectors that can enhance the effectiveness of the national innovation system and lead to breakthroughs in core technologies [2]. Group 2: Criteria for Identifying Potential Emerging Pillar Industries - A potential emerging pillar industry should possess several characteristics: strategic necessity, growth traction, innovation leadership, ecological dominance, and development maturity [4]. - Strategic necessity relates to industries that are critical for national security and long-term competitiveness [4]. - Growth traction refers to industries with significant market potential and the ability to generate substantial investment and output multiplier effects [4]. - Innovation leadership is characterized by high R&D intensity and the capacity to produce disruptive innovations [4]. - Ecological dominance involves the potential to form or lead global industrial ecosystems [4]. - Development maturity indicates that the technology and business models have been validated in the market and are on the verge of rapid growth [4]. Group 3: Examples of Emerging Pillar Industries - Several emerging pillar industries are identified, including artificial intelligence, which is projected to exceed 900 billion yuan in core industry scale by 2024, and the biopharmaceutical industry, which has surpassed the 100 billion yuan mark in innovative drug markets [5]. - The renewable energy sector, particularly lithium battery storage technology, is highlighted as a key driver of green growth [5]. Group 4: Strategies for Developing Emerging Pillar Industries - To develop emerging pillar industries, a comprehensive support system must be established, focusing on innovation, industrial upgrading, scenario empowerment, institutional guarantees, and global layout [5][6][7]. - Strengthening innovation sources involves building integrated research systems and focusing on original innovations in foundational technologies [5]. - Promoting industrial upgrading requires enhancing the leadership of "chain master" enterprises and fostering collaboration across the supply chain [6]. - Scenario empowerment aims to unleash domestic market potential by creating opportunities and establishing benchmark projects [7]. - Institutional guarantees involve creating a regulatory environment that supports the unique development patterns of emerging industries [7]. - Global layout emphasizes the need for companies to establish a global presence and participate in international standard-setting [7].

商报讯(记者严佳炜)西湖区发展商业航天再布一子！近日，位于云栖小镇核心区的商业航天智能制造基 地正式开工。 近年来，西湖区加速布局商业航天，以云栖小镇为主平台，打响以商业航天为特色的二次"飞天"品牌， 形成从技术研发到产业应用的优良生态。 此次开工的基地由西湖云创集团建设，由两宗工业地块组成，其中，西政工出【2025】12号地块总建筑 面积约2.84万平方米，13号地块总建筑面积约2.73万平方米。主要规划建设丙类生产厂房、车库及仓储 用房等，层高约5米至16米不等，充分满足航天产品多样化的生产与试验需求。两地块采用完全开放的 空间布局，将构建资源共享、高效协同的一体化运营模式。 从外观设计上看，基地以"航天科技（000901）互联智造"为核心设计理念，整体建筑造型通过体块分 割、退台局部体量、变化材质等，塑造建筑立面丰富的肌理，使其呈现流畅的形态。同时，外立面以灰 色金属板、玻璃幕墙、银灰色铝板三段外观材质变化，塑造极具航天工业科技感，呼应航天产业特质， 实现生态环境、产业功能与空间美学的高度统一。 值得一提的是，该基地区位优势突出，周边集聚商业航天资源。北邻乾元实验室、国科大杭州高等研究 院及西湖大学(云 ...

Core Viewpoint - The focus on developing emerging pillar industries is a strategic choice for building a modern industrial system in China, emphasizing the need for innovation and adaptation in the face of global changes and economic transformation [1][2]. Group 1: Importance of Emerging Pillar Industries - Developing emerging pillar industries is essential for transitioning economic growth drivers, addressing the slowdown of traditional industries, and ensuring a smooth shift from old to new growth engines [2]. - Emerging pillar industries are innovation-driven, requiring significant R&D investment and breakthroughs in core technologies, which can enhance the effectiveness of the national innovation system [2]. - The development of these industries is a strategic decision to create new advantages in international competition, aiming to convert China's industrial and market advantages into technological and ecological advantages [2]. Group 2: Criteria for Identifying Potential Emerging Pillar Industries - Potential emerging pillar industries should possess strategic necessity, contributing to national security and long-term competitiveness [4]. - They must demonstrate growth traction, with significant market potential and the ability to generate substantial investment and output multiplier effects [4]. - Innovation leadership is crucial, with industries at the global technology forefront capable of producing disruptive innovations that can benefit other sectors [4]. - Ecological dominance is important, with the potential to form or lead global industrial ecosystems [4]. - Development maturity is necessary, indicating that the technology and business models have been validated and are on the verge of scaling [4]. Group 3: Examples of Emerging Pillar Industries - The artificial intelligence industry is projected to exceed 900 billion yuan in 2024, significantly impacting various sectors [5]. - The biopharmaceutical industry has a vast market space, with the innovative drug market surpassing 100 billion yuan [5]. - The renewable energy sector, particularly lithium battery storage technology, continues to lead globally and is crucial for promoting green growth [5]. Group 4: Strategies for Developing Emerging Pillar Industries - Strengthening innovation sources by establishing integrated research systems and focusing on original innovations in foundational technologies [6]. - Promoting industrial upgrades by enhancing collaboration among leading enterprises and fostering world-class industrial clusters [6]. - Deepening scenario empowerment to unlock domestic market potential and accelerate the penetration of new products [7]. - Establishing institutional guarantees to create a conducive environment for the development of emerging pillar industries [7]. - Advancing global layouts to secure a competitive position in international markets and participate in the formulation of international standards [7].

（原标题：半导体设备巨头出售同行股份? 中微公司拟减持拓荆科技） 中微公司表示，本次出售股票资产事项有利于优化公司资产结构，盘活公司存量资产，提高公司资产流 动性及使用效率。上述股票公司按长期股权投资计量，后续将根据《企业会计准则》等有关规定进行会 计处理。 当前中微公司正在筹划通过发行股份及支付现金的方式购买杭州众硅电子科技有限公司控股权并募集配 套资金，本次发行价格确定为216.77元/股。 截至最新收盘，中微公司股价收于352.34元/股。 据介绍，标的公司主营业务为化学机械平坦化抛光（CMP）设备的研发、生产及销售，属于湿法工艺 核心设备，并为客户提供CMP设备的整体解决方案，是国内少数掌握12英寸高端CMP设备核心技术并 实现量产的企业。 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；预计到2035年，公司对集成电路关键领域设 备的覆盖度将从目前的30%提高至60%以上，目标成为世界级的先进半导体设备平台型集团公司。 A股半导体设备头部企业中微公司、拓荆科技1月7日晚间公告，基于自身经营发展资金 ...

（原标题：圣邦股份新设微电子公司，含集成电路芯片业务） 企查查APP显示，近日，成都圣邦微电子有限公司成立，注册资本3000万元，经营范围包含：集成电路 制造；集成电路芯片及产品制造；集成电路设计；集成电路芯片设计及服务；集成电路销售；集成电路 芯片及产品销售等。企查查股权穿透显示，该公司由圣邦股份（300661）全资持股。 ...

据林如鹏介绍，广东8所高校及21个学科入选第二轮国家"双一流"建设高校及建设学科名单，高校数比 首轮新增3所，增量全国第一；609个专业入选国家级一流本科专业建设点；16所高职入选第二期国 家"双高计划"，数量全国第二。同时，广东已建成具有法人资格的中外合作、内地与港澳合作办学高校 6所，占全国半数以上。 广东教育经费总投入连续30多年居全国首位 中新网广州1月7日电 (程景伟 马悠楠)广东省人民政府新闻办公室7日在广州举行"'十四五'广东成就"教 育专题新闻发布会。广东省委教育工委书记，省教育厅党组书记、厅长林如鹏表示，广东坚持财政优先 保障教育，全省教育经费总投入连续30多年居全国首位。 截至2025年底，广东各级各类学校36868所(含成人高校、特殊教育学校、专门学校；不含技工学校数 据，下同)，较"十三五"末期增加28所，仅次于河南省，居全国第二；在校生2766.19万人，较"十三 五"末期增加165.56万人，居全国第一；专任教师168.04万人，较"十三五"末期增加15.85万人，居全国 第一；基础教育办学规模约占全国1/10，保障近全国1/5的随迁子女义务教育入学。 编辑：万可义 广告等商务合作 ...

Group 1 - Hunan Xiangjiang Intelligent Transportation Technology Co., Ltd. has been established recently, focusing on artificial intelligence application software development, intelligent robot research and sales, and integrated circuit chip design and services [1] - The company is jointly held by Wanji Technology and other stakeholders [1]

Group 1 - The core viewpoint of the news is that Xuedilong's stock has shown positive performance with a year-to-date increase of 2.88% and significant gains over various trading periods [2] - As of January 7, Xuedilong's stock price reached 9.29 yuan per share, with a market capitalization of 5.906 billion yuan and a trading volume of 1.07 billion yuan [1] - The company has seen a net inflow of main funds amounting to 1.1816 million yuan, with large orders contributing significantly to the buying activity [1] Group 2 - Xuedilong's main business segments include ecological environment monitoring systems (78.96% of revenue), industrial process analysis systems (14.03%), and other services (7.01%) [2] - The company reported a revenue of 888 million yuan for the period from January to September 2025, reflecting a year-on-year growth of 6.34%, while the net profit attributable to shareholders increased by 52.10% to 115 million yuan [2] - The number of shareholders has increased by 39.39% to 49,500, while the average circulating shares per person decreased by 28.26% to 7,244 shares [2] Group 3 - Xuedilong has distributed a total of 1.316 billion yuan in dividends since its A-share listing, with 589 million yuan distributed over the past three years [3]

Core Viewpoint - BGI Tech (华大九天) has shown a mixed performance in stock price and financial results, with a notable increase in stock price recently but a significant decline in net profit year-on-year [1][2]. Group 1: Stock Performance - On January 7, BGI Tech's stock price increased by 2.00%, reaching 113.59 CNY per share, with a trading volume of 4.35 billion CNY and a turnover rate of 0.71%, resulting in a total market capitalization of 619.56 billion CNY [1]. - Year-to-date, BGI Tech's stock price has risen by 6.83%, with a 5-day increase of 5.76%, a 20-day increase of 6.72%, but a 60-day decline of 16.58% [1]. Group 2: Financial Performance - For the period from January to September 2025, BGI Tech reported a revenue of 805 million CNY, reflecting a year-on-year growth of 8.24%, while the net profit attributable to shareholders was 9.06 million CNY, showing a significant decline of 84.52% year-on-year [2]. - Since its A-share listing, BGI Tech has distributed a total of 244 million CNY in dividends [3]. Group 3: Shareholder Information - As of September 30, 2025, BGI Tech had 48,800 shareholders, an increase of 29.25% from the previous period, with an average of 11,179 circulating shares per shareholder, up by 60.88% [2]. - Notable changes in institutional holdings include the presence of Noan Growth Mixed A as the eighth largest shareholder with 11.75 million shares, while Hong Kong Central Clearing Limited increased its holdings by 574,000 shares [3].