Core Insights - The "Chasing Light Plan" in Shaanxi has achieved significant progress, with the establishment of the "8-inch Silicon Photonic Integration Technology Innovation Platform," marking a key milestone in the region's photonics industry development [1][2]. Industry Growth - Since the launch of the "Chasing Light Plan" in 2021, the number of companies in the photonics industry in Shaanxi has increased to over 370, with the industry scale growing from 15 billion to 36.5 billion yuan [2]. - The upgraded "Chasing Light Plan - Leap Action" aims to create a complete industrial chain from "materials - chips - devices - systems" [2]. Technological Advancements - The 8-inch Silicon Photonic Platform is the first of its kind in Northwest China, addressing the gap in silicon photonic chip pilot testing [1][4]. - The platform has a total investment of 750 million yuan and has completed all construction by September 2025, featuring advanced technology and equipment [4]. Support for Startups - The photonics institute has resolved R&D and pilot testing challenges for over 100 startups, facilitating the development of a high-quality industrial cluster [3][4]. Collaborative Ecosystem - The "1+N" flexible engineering platform model allows for resource sharing and collaboration among small and medium-sized enterprises, enhancing innovation and reducing initial investment costs [6][7]. - The 6-inch compound platform has already provided services to over 50 clients, while the newly established 8-inch silicon photonic platform has attracted interest from numerous leading companies [7]. Future Developments - The institute plans to advance the construction of a heterogeneous integration platform, covering the entire chain from material growth to system testing, supporting key areas such as optical communication and artificial intelligence [7].

Core Insights - The establishment of the photonics technology laboratory in Shaanxi aims to tackle over 30 critical core technologies within two years, with a total investment exceeding 1 billion yuan, and to boost the province's photonics industry output to over 50 billion yuan by 2027 [1][4] - The global photonics market reached $920 billion in 2023 and is expected to exceed $1.2 trillion by 2027, driven by the explosion of AI technology [1][2] Investment and Infrastructure - The laboratory will serve as a "think tank for the government, an innovation hub, and a promoter of the industrial chain," facilitating deep collaboration among research, industry, finance, and international resources [1][2] - The laboratory's construction is based on a dual approach of "source innovation + industrial integration," with a focus on advanced attosecond laser facilities and the integration of research resources from universities and institutes [2][3] Technological Development - The laboratory plans to develop a comprehensive ultrafast electronic dynamics research facility characterized by attosecond time resolution and high spatial coherence [3] - The laboratory has already achieved significant technological milestones, including the development of the attosecond streak camera, which set domestic records in 2019 and 2021 [3] Talent and Industry Growth - The laboratory aims to attract 30 top international scientists and over 100 researchers, while also focusing on overcoming key technological challenges in the photonics field [4] - The current industrial foundation in Shaanxi includes three core industry clusters in photonic materials and chips, advanced lasers, and photonic manufacturing, with 379 companies generating over 35 billion yuan in total output [3][4]

Core Insights - The conference themed "Focusing on Shaanxi, Accelerating Leap" was held in Xi'an to promote the photon industry chain, emphasizing the strategic importance of quantum technology as a new economic growth point [1][2] - The provincial leadership highlighted the need to seize opportunities in the photon industry, focusing on strategic planning, innovation capabilities, and expanding the industry chain [2] Group 1: Strategic Planning - The provincial government aims to capture the revolutionary, foundational, and leading role of the photon industry by planning development paths in frontier technologies, industry segments, and terminal applications [2] - Emphasis was placed on ensuring the photon industry develops in the right direction by leveraging historical opportunities from the new round of technological revolution and industrial transformation [2] Group 2: Innovation and Infrastructure - The establishment of a regional technology innovation center in Xi'an is intended to enhance systematic problem-solving capabilities, supported by advanced scientific facilities and photon technology laboratories [2] - The Qin Chuang Yuan platform and "three reforms" will accelerate the efficient transformation and application of scientific achievements, aiming to create new competitive advantages in the photon industry [2] Group 3: Industry Chain Development - The focus is on expanding the scale of the industry chain by leveraging leading enterprises, building a quality enterprise cultivation system, and enhancing investment attraction [2] - The goal is to promote the clustering and quality enhancement of the photon industry through chain extension, supplementation, and strengthening [2] Group 4: Ecosystem Improvement - Continuous efforts will be made to optimize the development ecosystem of the photon industry by summarizing effective practices from the "chain leader system" [2] - The strategy includes enhancing financial support and deepening talent cultivation to better support high-quality development in the photon industry [2] Group 5: Conference Participation - The conference was attended by provincial leaders, government officials, representatives from state-owned enterprises, financial institutions, universities, and key enterprises in the photon industry chain [3]

Group 1: Photon Industry - The "Chasing Light Plan" aims to illuminate new industrial tracks, with the first silicon photonics pilot line in Northwest China set to open in November, providing R&D and pilot services for various photonic innovations [3] - Since 2021, the photon industry has been recognized as a key industrial chain in Shaanxi, with the number of photon enterprises increasing from under 100 in early 2021 to 379 by 2024, and the industry scale growing from 15 billion to 36.5 billion [4] - The establishment of the Qin Chuang Yuan Photon Industry Innovation Cluster in 2024 aims to connect high-growth tech companies with resources and funding, enhancing the innovation ecosystem [4][5] - The application scenarios for the photon industry are expanding, including laser radar for vehicles, 3D sensing for smartphones, satellite communication, and precision manufacturing [4] Group 2: New Energy Vehicles - In the first three quarters of this year, Shaanxi's new energy vehicle exports reached 207,000 units, with an export value of 28.02 billion, marking year-on-year increases of 73.3% and 79.7% respectively [6] - The annual production of new energy vehicles in Shaanxi is projected to grow from 59,500 units in 2020 to 1.198 million units by 2024, representing a nearly 20-fold increase [6] - The automotive industry in Shaanxi has seen a rise in domestic supply rate from 32% in 2020 to 57% currently, with plans to exceed 1.5 million units in annual production by 2027 [9] Group 3: Solar Energy - Longi Green Energy ranked first in China's photovoltaic industry for R&D investment, reflecting the transformation of Shaanxi's photovoltaic sector from manufacturing to intelligent manufacturing [10] - The photovoltaic industry in Shaanxi has maintained the world's leading position in silicon wafer shipments for nine consecutive years, with a market share in photovoltaic modules also ranking first globally [11] - By 2025, the photovoltaic industry in Shaanxi is expected to achieve an annual output value exceeding 350 billion, contributing significantly to the energy revolution [11]

Core Viewpoint - The event "Shenzhen Stock Exchange · Innovation Forum" focused on the development opportunities and challenges of the photonics industry, emphasizing the need for capital support to drive high-quality growth in this sector [2][6]. Group 1: Industry Development - The forum discussed the photonics industry's role in addressing "bottleneck" technologies, supply chain collaboration, application scenarios, and development opportunities [2][3]. - The Shenzhen Stock Exchange aims to provide comprehensive financial services for future industries, including photonics, to support quality enterprises in leveraging capital markets for transformative growth [2][5]. Group 2: Technological Advancements - The demand for computing power in the AI era is growing exponentially, driving the need for high-end optical modules, which are evolving towards higher speeds, lower power consumption, and integration [2][3]. - The photonics industry in China has made significant advancements, particularly in visual perception technologies, but further development in backend AI algorithms is necessary [3][5]. Group 3: Capital Empowerment - Discussions highlighted the importance of strategic mergers and acquisitions (M&A) in the photonics industry, focusing on aligning with core business strategies and assessing the technological leadership of targets [6][7]. - Successful international M&A requires not only acquisition but also effective integration, emphasizing the need for companies to clearly define their acquisition targets [7][8]. Group 4: Policy Recommendations - Suggestions for enhancing capital market support for the photonics industry include strengthening financing support and encouraging M&A activities within the supply chain [8].

Core Insights - The article highlights the rapid development of the photonics industry in Xi'an, supported by strong policy backing and a robust innovation ecosystem [1][2][3] Group 1: Innovation Ecosystem - The Qin Chuang Yuan Photonics Industry Innovation Cluster has received multi-dimensional support from provincial and municipal policies, facilitating project integration and talent cultivation [2] - Companies like Zhongzhi Keyi have relocated to this cluster, resulting in a significant increase in order volume [1][2] - The establishment of high-level research platforms and new R&D institutions is crucial for fostering innovation and supporting the photonics industry [5][6] Group 2: Technological Advancements - Companies in the cluster are achieving breakthroughs in core technologies, such as the development of domestically produced femtosecond lasers, previously reliant on imports [4] - The introduction of advanced facilities, like the attosecond laser facility, is a key strategic move to enhance innovation capabilities [5] Group 3: Industry Growth - The photonics industry in the Qin Chuang Yuan cluster has surpassed a scale of 20 billion yuan, with nearly 80 companies established in the core area [10] - The cluster is expected to host over 500 photonics companies by 2030, forming a trillion-yuan innovation cluster [10] - Financial initiatives, including the establishment of investment funds, are providing essential support for the growth of the industry [10]

Core Viewpoint - Shaanxi Province is leveraging the "Qin Chuang Yuan" innovation-driven platform to enhance the transformation of scientific and technological achievements, focusing on the construction of pilot test platforms to facilitate the integration of technological and industrial innovation [1][4]. Group 1: Pilot Test Platforms - Shaanxi is actively exploring three reforms to promote the transformation of scientific and technological achievements, aiming to release innovation potential [1]. - The province is encouraging collaboration among enterprises, universities, and research institutions to build pilot test platforms, exploring an integrated innovation model of "pilot test + incubation + industrialization" [1]. - The Xi'an Institute of Optics and Fine Mechanics, through its investment arm, has established a comprehensive pilot test service system covering the entire cycle from chip design to application [1]. Group 2: Success Stories - Xi'an Saifulisi Semiconductor Technology Co., Ltd. has rapidly transitioned its research results from the lab to mass production, becoming the world's first company to produce industrial-grade semi-polar gallium nitride materials [2]. - Xi'an Tangjing Quantum Technology Co., Ltd. completed the process from establishing a production line to outputting chips in just five months, benefiting from the pilot test base [2]. - The Xi'an Institute of Optics and Fine Mechanics has incubated 554 companies, including three listed on the Science and Technology Innovation Board and 18 unicorns [2]. Group 3: Aerospace Industry - The Shaanxi Aerospace Power Research Institute, co-established by Northwestern Polytechnical University and the Aerospace Science and Technology Corporation, is promoting the transformation of quality scientific achievements in the aerospace sector [3]. - The institute's testing base is set to begin operations, featuring various testing facilities for rocket engine technologies [3]. Group 4: Future Plans and Impact - The improvement of the pilot test platform ecosystem has significantly enhanced the industrialization efficiency of scientific achievements, with a projected technical contract transaction amount of 317.768 billion yuan in 2024 [4]. - By 2026, Shaanxi plans to establish 60 concept verification centers and pilot test bases, aiming to launch 300 new products [4]. - The expansion of pilot test services in emerging fields like artificial intelligence and low-altitude economy is expected to further amplify the "pilot test ecosystem" effect, facilitating the global market entry of more hard technology achievements [4].

Core Viewpoint - The article highlights the rapid development and commercialization of the photonics industry in Shaanxi, particularly through the efforts of companies like Zhongzhi Keyi and Xian Saifulisi Semiconductor Technology Co., Ltd, which are leveraging local resources and support to innovate and expand their operations [5][7][11]. Company Overview - Zhongzhi Keyi, founded in 2016, focuses on innovative photodetection technology and has achieved over 70% market share in scientific-grade products [5][6]. - Xian Saifulisi Semiconductor Technology Co., Ltd, established in 2017, has become a global leader in quantum dot display solutions, significantly increasing its order volume and expanding production capabilities [9][11]. Industry Development - The photonics industry in Shaanxi has seen an annual growth rate exceeding 50%, with total output value surpassing 300 billion yuan [7]. - The establishment of the Shaanxi Photonics Pilot Institute has provided essential resources and technical services to over 100 companies, fostering innovation and collaboration within the industry [8][9]. Technological Advancements - Companies are focusing on reducing the size, power consumption, and cost of their products, achieving a tenfold reduction in these metrics for certain devices [6]. - The development of common technology platforms and specialized facilities has enabled companies to overcome initial production challenges and accelerate their growth [8][11]. Government Support - The Shaanxi government has implemented policies to support the photonics industry, attracting over 30 key enterprises from outside the province and creating a conducive innovation ecosystem [7][11]. - Initiatives like the "Chasing Light Plan" aim to enhance the development environment for the photonics sector, demonstrating significant national influence [7].

Group 1: Economic Performance - Suzhou's total import and export value reached 1,295.88 billion yuan in the first half of the year, a year-on-year increase of 5.7%, marking a historical high for the same period [1] - The city's GDP for the first half of the year was 1,300.235 billion yuan, also reflecting a 5.7% growth year-on-year [1] - The total industrial output value above designated size was 2,339.36 billion yuan, with a year-on-year increase of 4.6% [1] Group 2: Investment and Industrial Development - Luxshare Precision invested 5 billion yuan in a robotics headquarters in Changshu, focusing on industrial automation and robotics [2] - Major companies like CATL and Roche Diagnostics have made significant investments in Suzhou, indicating strong confidence in the region's industrial strategy [2] - Suzhou aims for an industrial output value of 4.7 trillion yuan by 2024, with industrial investment expected to grow by 12.8% [2] Group 3: Innovation and Technology - Suzhou is advancing towards becoming a "Smart Manufacturing City" by developing new production capabilities and fostering innovation [3] - The establishment of the China (Suzhou) Silicon Photonics Innovation and Industry Alliance aims to promote the integration of silicon photonics technology and industry [3] - A total of 78 artificial intelligence application demonstration projects have been identified, with 36 focused on "AI + manufacturing" [3] Group 4: Cross-Border E-commerce and Global Market Expansion - Suzhou's cross-border e-commerce import and export value reached 23.38 billion yuan in the first half of the year, a staggering increase of 185.3% year-on-year [5] - The city has implemented policies to promote high-quality development in cross-border e-commerce, enhancing the global reach of "Suzhou Manufacturing" [4][5] - The 2025 Suzhou Global Investment Conference attracted participation from 42 countries, resulting in 417 signed projects worth 341.57 billion yuan [5] Group 5: Business Environment and Institutional Innovation - Suzhou has launched a series of measures to optimize the business environment, including a 15-item action plan to enhance market, innovation, and legal environments [6][7] - The establishment of the "Enterprise Service Supermarket" integrates various professional services into a one-stop service hub [7] - The city has seen a significant increase in newly listed companies, ranking first in the number of new A-share listings alongside Shenzhen and Hangzhou [7]

Core Viewpoint - The Shaanxi Optoelectronic Pilot Institute plays a crucial role in accelerating the development of the photonics industry in Shaanxi, providing essential support to startups and fostering innovation through a comprehensive technology service platform [1][2][5]. Group 1: Role and Impact of the Institute - The Shaanxi Optoelectronic Pilot Institute has provided pilot testing services to over 100 enterprises, universities, and research institutions, significantly enhancing the survival rate of startups in the photonics sector [1][6]. - The institute is recognized as the only pilot platform for advanced photonic integration in the first batch of key pilot platforms announced by the Ministry of Industry and Information Technology [2]. - It has established a market-oriented operation model, offering cleanroom rentals, shared equipment, and technical support, which allows companies to quickly validate their products [7][11]. Group 2: Technological Advancements and Services - The institute has developed a comprehensive research and development capability covering the entire chain from materials to devices and systems, facilitating rapid collaboration among experts from various fields [9][10]. - In March 2023, the advanced photonic device engineering innovation platform was officially launched, enhancing the capabilities for photonic device manufacturing and providing full-process engineering pilot services [7][11]. - The institute is set to upgrade its platform by developing a car-grade chip process platform and an 8-inch advanced silicon photonic integration technology innovation platform, expected to be operational by the end of 2025 [7][11]. Group 3: Industry Context and Future Prospects - The photonics industry is identified as a strategic and foundational emerging industry in China, with Shaanxi aiming to become a global hub for photonic technology innovation [5][6]. - The "Chasing Light Plan" initiated by Shaanxi focuses on three key areas: photonic materials and chips, advanced lasers and photonic manufacturing, and photonic sensing, aiming to enhance the competitiveness of the local industry [5][6]. - The institute's collaborative ecosystem effectively addresses the research and development bottlenecks faced by individual companies, fostering a symbiotic relationship that enhances the overall industry chain [10][11].