Core Viewpoint - Wondershare Filmora, a product of Wankang Technology, has gained significant global recognition, evidenced by its recent feature on the Google Play homepage, resulting in 290 million brand exposures within five days, showcasing the company's growing influence in the video creative software market [1][3]. Group 1: Product Development and Innovation - Wondershare Filmora was launched in 2010 and is designed for global creators, with ongoing product iterations focusing on creative efficiency, expression, and intelligent experiences [3]. - The mobile version of Wondershare Filmora was the only video editing product featured at the 2025 Google Developer Conference, highlighting its innovations in AI video creation [3]. - The company has integrated advanced models like Google Nano Banana Pro and Google Veo 3.1 into its products, enhancing video generation, intelligent understanding, and creative assistance [3]. Group 2: Strategic Collaborations - Wankang Technology is actively collaborating with global tech giants such as Google, Microsoft, Huawei, and NVIDIA to build an AI application ecosystem [3][4]. - In June, the company established the "AI Video Large Model Laboratory" in partnership with Huawei Cloud, launching the Wankang Tianmu multimedia large model 2.0 [3][4]. Group 3: AI Strategy and Talent Acquisition - The company is advancing its "AI + Creativity" strategy, enhancing AI capabilities across its video, document, and drawing software products [4]. - The latest version of Wankang Miaoying 2026 focuses on intelligent generation and creative flow management, offering a one-stop experience from AI material generation to precise editing [4]. - Wankang Technology has initiated campus recruitment for 2026, aiming to offer over 500 high-value positions, with average annual salaries for graduates reaching 500,000 yuan and up to 1 million yuan for R&D talents [4]. Group 4: Market Position and Reach - Wankang Technology is recognized as a leading player in China's digital creative software sector, with a broad product coverage, substantial revenue, and a high degree of globalization [4]. - The company's services extend to over 200 countries and regions, with a cumulative active user base exceeding 2 billion, positioning it as the "Chinese version of Adobe" [4].

Group 1 - The core viewpoint of the news is that Wanjing Technology's stock has seen a significant increase, with a 5.17% rise on January 5, reaching a price of 74.30 yuan per share, and a total market capitalization of 14.365 billion yuan [1] - Wanjing Technology has experienced a cumulative increase of 4.74% over the past three days, indicating positive market sentiment [1] - The company, founded on September 28, 2003, specializes in software products and services related to video creativity, drawing creativity, document creativity, and practical tools, with video creativity accounting for 67.43% of its revenue [1] Group 2 - Among the top circulating shareholders of Wanjing Technology, a fund under Southern Fund has reduced its holdings in the Southern CSI 1000 ETF by 13,500 shares, now holding 1.4155 million shares, which represents 0.83% of the circulating shares [2] - The Southern CSI 1000 ETF has achieved a year-to-date return of 29.23%, ranking 1828 out of 4189 in its category [2] - The fund manager, Cui Lei, has been in charge for 7 years and 61 days, with the best fund return during this period being 208.53% [2]

01 概念解析 在信息技术领域,软件供应链自主可控的重要性日益凸显。长期以来,我国基础软件市场由国外厂商主导, 在成本、安全性和本土化服务方面存在诸多挑战。 ODM模式指的是由采购方委托制造方承担从产品研发、设计、生产到后期维护的全流程服务。与仅负 责代工生产的OEM不同,ODM厂商具备独立研发设计能力,可提供成型产品或定制方案。 理解ODM模式是把握国产替代的关键。ODM即原始设计制造商,指的是采购方委托制造方提供从研发到 生产全链条服务的模式。 在信息技术领域,软件ODM的概念更加侧重于设计、开发与技术服务的全流程能力。与单纯的软件外包 不同,软件ODM厂商通常拥有自主知识产权的基础软件平台,能够根据客户需求提供定制化的解决方案。 国产替代的本质是在特定技术领域,用国内自主研发的产品和技术逐步替换原先依赖的国外产品或技 术。这一过程不仅仅是产品的简单替换,更涉及技术路线、开发习惯和产业生态的全面适应。 当前,国产软件正在迎来发展的黄金时期。在众多选择中,如何找到真正适合自己的ODM国产替代方案, 成为许多企业技术决策者面临的重要课题。 02 上海锐道信息技术有限公司:企业级应用开发领域的深耕者 上海锐道信 ...

Group 1 - The software ETF (515230) has risen over 1.2%, indicating increased market attention on the industry's growth potential [1] - The computer and software development industry is experiencing rapid growth, particularly in the GPU chip sector, with companies like Tianzuo Zhixin and Biran Technology making significant advancements [1] - Tianzuo Zhixin has developed two GPU series, Tianpai (training) and Zhikai (inference), with average product prices of 30,000-40,000 yuan and 10,000 yuan respectively, achieving small-scale batch sales [1] Group 2 - Biran Technology focuses on self-developed GPGPU chips and intelligent computing solutions, with over 1.2 billion yuan in orders for 2025 and the next-generation BR20X chip expected to be commercialized in 2026 [1] - In the large model sector, companies like Zhipu and MiniMax are progressing towards IPOs, representing ToB and ToC business models respectively [1] - Zhipu, backed by Tsinghua University, leads in model capabilities domestically, projecting a revenue of 310 million yuan in 2024, a year-on-year increase of 150.9% [1] Group 3 - MiniMax emphasizes efficient model architecture and rapid commercialization, with its ToC products, Conch AI and Talkie, generating 73.1% of its revenue from overseas [1] - Inspur Information has launched the super node AI server "Yuan Nao SD200," which supports trillion-parameter large model inference [1]

Group 1 - The consensus among domestic and foreign institutions is that the Chinese stock market will continue to rise in 2026, driven by factors such as AI innovations, anti-involution policies, and improved corporate earnings [1] - Morgan Stanley and Citibank maintain an overweight rating on the Chinese market, while Goldman Sachs predicts a 38% increase in the Chinese stock market by the end of 2027, primarily due to corporate earnings growth of 14% and 12% in 2026 and 2027, respectively [1] - The national pension fund, exceeding 7.7 trillion yuan, will enter a long-term assessment phase to promote long-term investments and improve risk control and asset allocation [1] Group 2 - In January 2026, 71 new public funds are scheduled for issuance, indicating a growing expectation for new capital entering the market [2] - Over 20 A-share listed companies disclosed merger and acquisition announcements, with Zhongwei Company planning to acquire a 64.69% stake in Hangzhou Zhonggui [2] - China surpassed the US in the number of new drug approvals, with 76 innovative drugs approved in 2025, marking a historical high [3] Group 3 - The software and information technology service industry in China saw a revenue increase of 13.3% year-on-year, exceeding 13 trillion yuan, with software product revenue accounting for over 20% of total industry revenue [4] - The Supreme People's Court of China made a favorable ruling regarding the patent of semaglutide, which is significant for the pharmaceutical company Novo Nordisk [5] - The company anticipates a low single-digit negative impact on global sales growth in 2026 due to the expiration of the semaglutide patent in some markets [5] Group 4 - Tianjin 712 Mobile Communication Co., Ltd. and Chengdu Startronic Microelectronics Co., Ltd. both initiated listing guidance on January 4, 2026 [6][7] - Blue Arrow Aerospace's IPO application has been accepted, with a planned fundraising of 7.5 billion yuan [8] - Former senior executive of Hengrui Medicine, Zhou Yunshu, has joined Xiansheng Pharmaceutical as president [8]

Group 1 - The Kirin Operating System ASEAN language version was launched in Guangxi Minzu University, marking a significant step in digital connectivity between China and ASEAN countries [1] - The system, developed by Guangxi Minzu University, National University of Defense Technology, and Kirin Software Co., aims to support the "Digital Silk Road" initiative and meet the growing digital economy demands in the ASEAN region [1] - The user interface of the Kirin Operating System ASEAN version covers Vietnamese, Thai, and Malay languages, with a localization rate exceeding 90%, and supports flexible switching between Chinese, English, and ASEAN languages [1] Group 2 - The system is built on the Linux 6.6 kernel and employs a "Rock Solid Architecture" to ensure stability and compatibility by decoupling the system from applications [1] - The Kirin Operating System integrates a self-developed AI subsystem that supports multilingual voice recognition and intelligent interaction, significantly enhancing office efficiency and user experience [1] - The system is seen as a practical, high-performance, and secure solution that can be widely applied in education, business, government, and daily digital scenarios, providing users with a stable and reliable digital experience [1] Group 3 - Guangxi serves as a frontier for China's open cooperation with ASEAN, leveraging opportunities from national AI initiatives to enhance collaboration in AI applications [2] - The Kirin Operating System ASEAN version is a key outcome of collaboration between research institutions and leading enterprises in Guangxi, strengthening ties with ASEAN countries and contributing to regional economic and social development [2] - The launch of the operating system is expected to facilitate educational exchanges, business trade, and government operations in ASEAN, while fostering a digital ecosystem through partnerships in hardware and software industries [2]

Group 1 - Nanjing held a conference on January 4 to promote the integration of technological and industrial innovation, unveiling policies and projects aimed at establishing itself as a global center for industrial technology innovation [1][2] - The city aims to attract at least 300,000 young talents annually through its updated talent policies and initiatives [1][10] - Nanjing's focus on key industries includes artificial intelligence, 6G technology, and biomedicine, with significant investments and strategic partnerships to enhance its industrial capabilities [2][4][5] Group 2 - The Jiangsu Provincial Department of Industry and Information Technology signed a strategic cooperation agreement with Nanjing to support the upgrade of key industrial clusters and the cultivation of emerging industries [2] - Nanjing's steel industry, represented by Nanjing Steel, has been recognized for its competitiveness and innovation, with products reaching international standards [2] - The establishment of the first artificial intelligence research institute in Nanjing highlights the city's commitment to advancing AI and smart manufacturing [3][4] Group 3 - Nanjing's software industry is projected to exceed 1 trillion yuan, with significant contributions from local companies and innovations in AI and hardware [3] - The city has launched initiatives to create a "6G city" and an upgraded version of its AI innovation application pilot zone, marking a new phase in its technological development [4][7] - The establishment of various innovation centers and partnerships aims to streamline the transition from research to market application, enhancing the efficiency of technology commercialization [8][9] Group 4 - Nanjing's talent policies have evolved to focus on providing capital, ecosystem support, and future opportunities, rather than just subsidies and housing [10][12] - The city has developed a comprehensive financial service system for technology innovation, including various funding mechanisms to support startups and emerging projects [12][13] - Nanjing's strategic collaboration with universities aims to foster deep integration between academia and industry, enhancing the local innovation ecosystem [7][11]

Group 1 - Nanjing is advancing its integration of technological and industrial innovation, focusing on artificial intelligence and 6G technology [1] - The "6G City" initiative aims to establish a leading demonstration zone for 6G development, with goals to publish at least 6 major research achievements in the 6G field by 2027 and to create over 100 new enterprises for technology commercialization [1] - The plan includes the construction of 6G infrastructure, aiming for full coverage of 6G networks and the development of at least 50 vertical application scenarios across various industries [1] Group 2 - Nanjing's industrial focus includes software and information services, biomedicine, and next-generation information communication, with significant growth in these sectors [2] - The software industry in Nanjing is projected to exceed 1 trillion yuan by 2025, marking it as the city's first trillion-level industry, while the smart grid industry is expected to reach 500 billion yuan [2] - Industries such as next-generation information communication and integrated circuits are maintaining double-digit growth rates [2]

赛迪顾问作为国内领先的信息技术服务与咨询机构，此次报告旨在系统梳理中国高质量软件及服务发展 现状与挑战，研判未来趋势，构建科学认定标准，遴选并推广行业标杆。本次"先锋榜"评选围绕技术创 新能力、市场竞争力、产品服务与质量、行业贡献及可持续发展能力五大维度，对全国软件企业进行综 合评估。报告指出，OceanBase坚持100%自主研发，其数据库产品已在金融核心系统规模化应用，并广 泛应用于党政、金融、通信、交通、能源、电力、医疗、教育等关键领域，服务客户超4000家，产品性 能与高可用性经大规模场景验证。 12月31日，工业和信息化部下属研究机构赛迪顾问发布《品质革命：2025 中国高质量软件及服务系列 研究》报告。OceanBase凭借其在数据库领域的技术创新与深度应用，成功入选报告发布的"2025中国高 质量软件及服务先锋榜"。这是OceanBase继2025年11月在赛迪顾问《央国企软件应用市场研究报告》中 获评"央国企数据库发展能力和市场地位本土厂商第一"后，年内第二次获得该机构权威认可。 注：行业品牌排名不分先后 值得关注的是，中国航信与OceanBase 联合建设的民航离港系统作为标杆案例，被纳入该 ...

Core Viewpoint - The article discusses various tax incentives and reductions for small and micro enterprises, high-tech companies, and specific industries in China, aimed at promoting economic growth and innovation [2][3][4]. Group 1: Tax Reductions for Enterprises - Small and micro enterprises that meet certain criteria can enjoy exemptions from corporate income tax [3]. - High-tech enterprises that require support can be taxed at a reduced rate of 15% [3]. - Newly established high-tech enterprises in special economic zones and Shanghai Pudong can also benefit from corporate income tax reductions [3]. Group 2: Specific Industry Incentives - Enterprises involved in integrated circuit production with a line width of less than 28 nanometers can receive corporate income tax exemptions [3]. - Integrated circuit design companies are eligible for tax reductions, as well as those involved in integrated circuit equipment and materials [3][4]. - Software companies and key software enterprises can also benefit from corporate income tax reductions [4]. Group 3: Regional and Special Policies - Enterprises in western regions and specific economic development zones, such as Xinjiang and Hainan, can be taxed at a reduced rate of 15% [4]. - The Beijing Winter Olympics organizing committee and related events are exempt from corporate income tax [4]. - Other unspecified tax reduction policies are available for various enterprises [4].