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， ...

2026年1月6日盘中，软件开发板块走强，截至10:56，中证软件服务指数强势上涨1.03%，成分股同花顺 上涨7.70%，指南针上涨6.37%，财富趋势上涨5.74%，光环新网，达梦数据等个股跟涨。 消息方面，工业和信息化部发布，2025年前11个月，我国软件和信息技术服务业运行态势良好，实现收 入139777亿元，同比增长13.3%。软件业利润总额16954亿元，同比增长6.6%。软件业务出口568.9亿美 元，同比增长8.1%，增速连续9个月保持正增长。 华安证券指出，计算机和软件开发行业在政策支持下展现出强劲的发展潜力。十四五规划中AI、量子 科技、集成电路、脑机等重点领域已实现数据突破，十五五规划进一步聚焦工业制造、航天、低空、量 子、脑机、具身智能、算力基础设施等方向。行业经营质量改善，研发投入稳定，销售费用控制良好， 未来有望延续高关注度与估值优势。 数据显示，截至2025年12月31日，中证软件服务指数前十大权重股分别为科大讯飞、金山办公、同花 顺、指南针、恒生电子、拓维信息、润和软件、三六零、软通动力、深信服，前十大权重股合计占比 60.89%。 软件ETF(159852)跟踪中证软件服务指 ...

技术突破是有研亿金的核心竞争力。作为国内首家、全球极少数全面掌握集成电路用超高纯铜及铜合金溅射靶材制造技术的企业之一，公司产品已批量应 用于我国最先进的12英寸晶圆厂铜互连工艺，并在全球主要的先进晶圆厂都有广泛供应；同时，公司是国内首家、全球第二家实现超高纯钴靶材垂直一体 化制造的企业，该产品用于集成电路接触层制备及先进钴互连工艺；另外，公司实现了12英寸超高纯钽靶、钨靶的关键技术快速突破，满足高端逻辑、存 储芯片应用需求，成为国内领先的供应商。 据悉，位于德州天衢新区的有研亿金主要从事集成电路用高纯溅射靶材等电子专用材料研发、制造、销售，公司成功搭建了国内领先的产业化平台，实现 了从超高纯原材料到溅射靶材的垂直一体化研发与生产，项目于2023年9月投产，现已实现4.3万块/年的设计产能。 有研亿金的核心产品阵容强大，涵盖了超高纯铜及铜合金靶材、铜磷阳极、超高纯钽靶材、超高纯钴靶材及钴阳极、超高纯镍钒靶材、超高纯钨及钨合金 等靶材，这些产品批量应用于集成电路逻辑芯片、存储芯片、高端滤波器、大功率器件及先进封装等多个关键领域，凭借卓越性能，深度融入全球高端制 造产业链，成为推动行业发展的重要力量。 齐鲁晚报.齐 ...

英特尔相关负责人；副市长毛伟，市政府秘书长徐本，苏州高新区和市有关部门负责同志参加有关 会见。 近日，市委书记范波，市委副书记、市长吴庆文分别会见了英特尔中国区董事长王稚聪一行。中国 科学院院士、南京大学原校长吕建参加有关会见。其间，英特尔—南京大学（苏州）技术先导中心揭 牌。双方一致表示将进一步加强对接合作，抢抓人工智能发展重大机遇，深化产学研用协同创新，共同 推动集成电路产业创新发展，携手实现互利共赢。 ...

Group 1 - The report highlights that the global semiconductor industry is experiencing a significant cycle driven by AI, with China's semiconductor sector benefiting from this trend and policy guidance, leading to a potential for a fully self-sufficient integrated circuit industry [6][18][27] - The AI market is projected to grow at a compound annual growth rate (CAGR) of 56.3% over the next five years, with the global semiconductor market expected to exceed $1 trillion by 2030, particularly in the server, data center, and storage sectors [6][14][18] - Domestic demand for advanced logic foundry services is expected to reach 71,200 wafers per month by 2028, indicating a significant supply-demand gap in China's advanced logic foundry capacity [7][32][45] Group 2 - The report anticipates a new pricing cycle in the global storage market driven by AI, with domestic storage manufacturers expected to play a leading role in capacity expansion [49][50][61] - The demand for DRAM and NAND is projected to grow significantly, with DRAM bit demand expected to increase by 17-19% and NAND bit demand by 18-20% in the coming years [58][59] - Major storage manufacturers are focusing on technology upgrades and capacity control, which may lead to a supply-demand gap, benefiting domestic manufacturers like Changxin Storage and Yangtze Memory Technologies [61][68] Group 3 - The report emphasizes the importance of domestic semiconductor equipment investment, with a projected market size of $389 billion in China by 2025, leading the global market [81][86] - The expansion of advanced nodes in domestic semiconductor manufacturing is expected to enter a high prosperity phase, with significant capital expenditure planned for the coming years [81][86] - The report suggests that companies with high exposure to storage will outperform, drawing parallels to previous cycles where equipment companies saw substantial stock price increases [72][86]

新华财经上海12月5日电（记者王淑娟）以金融之力赋能实体经济，以专业服务助力产业发展，第十九 届"金洽会"4日在上海收官。自今年9月28日开幕以来，"金洽会"开展系列"园区行"专场活动，组织金融 服务下沉园区、直达企业，将金融资源活水引向产业发展需要的产业园区，打造了"流动的金洽 会"和"家门口的金洽会"。 据悉，第十九届"金洽会"聚焦上海"3+6"新型产业体系布局，通过组织"园区行"系列专场融资对接活动 的开展，引导上海金融综合资源直接对接实体企业近400家，覆盖人工智能、集成电路、生物医药三大 先导产业及高端装备、生命健康、电子信息等重点产业。 上海市闵行区委常委、常务副区长张宇祥指出，为进一步推动金融资源和产业的同频共振，闵行区正在 加快实施"一南一北"战略目标，深度推进校区、园区、城区"三区联动"。闵行区将持续优化产业—科技 —金融高水平循环的生态体系，以大零号湾为战略支点做强股权投资集聚区、普惠金融示范区，加速科 创企业成长和未来产业的培育。 第十九届"金洽会"不仅是上海金融业的年度盛会，更是上海金融业践行金融为民理念、服务国家战略和 城市发展大局的重要举措。通过"金洽会"的 "线上+线下"双线驱动 ...

Core Viewpoint - The establishment of Hunan Xiangjiang Technology Innovation Institute Partnership (Limited Partnership) with a capital contribution of 1.246 billion yuan indicates a significant investment in advanced technology sectors such as robotics, artificial intelligence, IoT, and integrated circuit design [1] Group 1: Company Overview - Hunan Xiangjiang Technology Innovation Institute Partnership has been formed with a total investment of 1.246 billion yuan [1] - The partnership's operational scope includes research and development in smart robotics, AI application software development, IoT technology research, and integrated circuit design [1] - The funding sources include Hunan Xiangjiang New Area State-owned Capital Investment Co., Ltd. among others [1]

Financing Overview - A total of 16 financing events occurred in Shanghai this week, with 11 disclosing amounts totaling approximately 1.188 billion yuan [4][22] - The highest number of financing events took place in Minhang District with 6 occurrences, followed by Pudong New Area with 5 [4][22] - A significant financing event in the advanced manufacturing sector involved 500 million yuan [4][22] Company Dynamics - Junhe Atom signed an agreement with Shanghai Jiao Tong University to establish a joint laboratory for advanced nuclear energy systems [3] - On October 24, Daisi Software collaborated with the China Academy of Information and Communications Technology to build a national computing power internet service platform [3] Hot Industry Focus - The integrated circuit sector saw 4 financing events this week, including 1 related to semiconductor equipment and 3 for semiconductor products [22] - Muxi Co. launched its first domestically produced general-purpose GPU, the Xiyun C600, and successfully passed the IPO application review by the Shanghai Stock Exchange on October 24 [22] - Shanghai is accelerating the development of three leading industries: integrated circuits, biomedicine, and artificial intelligence, supported by optimized industrial policies [22][23] Notable Financing Events - Chaoqun Detection completed a strategic investment of 500 million yuan on October 24, led by Guoshou Equity [13][15] - Jushi Technology secured several hundred million yuan in strategic financing on October 20, with investments from Shanghai Science and Technology Group and others [16][17] - Damao Technology completed nearly 100 million yuan in A+ round financing on October 20, exclusively invested by Puxuan Capital [18][19] - Huihe Biotech received 68 million yuan in strategic investment on October 24, solely from Toukeng Life [20][21]

Core Insights - Shenzhen Netpoint Digital Technology Co., Ltd. has been established, focusing on integrated circuit chip design, IoT technology services, emerging software, and AI application software development [1][2] - The company is co-owned by *ST Guohua (000004) and Maoming Dianyuntong Animal Husbandry Technology Co., Ltd. with respective ownership stakes of 51% and 49% [3] Company Information - Legal representative: Ruan Xuli [2] - Registered capital: 1 million yuan [2] - Business scope includes: information system operation and maintenance services, digital technology services, network technology services, integrated circuit chip design, and AI technology development [2] - Registration status: Active [2] - Location: Futian District, Shenzhen, Guangdong Province [2] Shareholder Information - Major shareholder: Shenzhen Guohua Network Security Technology Co., Ltd. holds 51% [3] - Other shareholder: Maoming Dianyuntong Animal Husbandry Technology Co., Ltd. holds 49% [3]