Core Insights - The city government emphasizes the need to accelerate investment recovery and enhance major project construction to achieve annual economic goals [1][2] - The Jiangbei New Area is focusing on four key actions: service to enterprises, project construction, research and production integration, and investment attraction [1] - Significant projects include the new generation of autonomous industrial software base and the Yangtze River Digital Audio-Visual Industrial Park, which has attracted 56 companies and generated over 350 million yuan in output within a year [1] Investment and Project Development - The meeting highlighted the importance of maintaining a goal-oriented and problem-solving approach to ensure the successful completion of major projects [2] - There is a strong focus on expanding effective investment and enhancing industrial competitiveness through strategic project planning and execution [2] - The government aims to strengthen investment in key industries, particularly in software information services, technology services, and leasing business sectors [2] Industry Ecosystem and Support - The city is committed to fostering a supportive environment for enterprises, particularly in nurturing leading companies and supporting private enterprises [2] - Efforts are being made to improve the precision of high-tech enterprise cultivation and promote a collaborative development model among large, medium, and small enterprises [2] - The government plans to enhance economic operation monitoring and promote consumption recovery through various activities [2]

Group 1 - The core project is a new generation of autonomous and controllable industrial software base with a total investment of approximately 3.14 billion yuan [2] - The project covers a total construction area of about 260,000 square meters, focusing on high-standard industrial software research and innovation [4] - The initiative aims to address the urgent and long-term needs for autonomous industrial software, promoting collaboration between Huawei and domestic core industrial software companies [5] Group 2 - The project will establish several key facilities, including the Huawei Geometric Joint Innovation Center and the Huawei Industrial Simulation Cloud Laboratory [5] - It aims to conduct core technology research and domestic substitution for autonomous industrial software, positioning itself as a significant innovation hub in the industry [5] - The goal is to create a technology research and development headquarters that will have a substantial impact on the new generation of industrial software [5]

Core Viewpoint - Semit Information Group Co., Ltd. has officially submitted its main board listing application to the Hong Kong Stock Exchange, marking a significant step in its capitalization process [1][7]. Company Overview - Founded in 2017 and headquartered in Shanghai, Semit is a leading provider of intelligent industrial software solutions in China, focusing on the semiconductor and related industries, offering comprehensive production management services [6]. - Semit is recognized as the first and only fully automated CIM solution provider in China, validated by multiple 12-inch wafer fabs and has a customer base of 758 as of June 30, 2025, covering six of the top eight wafer fabs in the country [6][14]. Business Strategy - The company has shifted its focus from an A-share listing attempt in 2023 to pursuing an IPO in Hong Kong, which is seen as a clear advancement in its capital strategy [7]. - Semit has expanded its service offerings beyond the semiconductor sector to include industries such as power, electronics, automotive, panels, photovoltaics, chemicals, new energy batteries, high-end equipment, metal products, and biomedicine [14]. Financial Performance - Semit's revenue for 2022, 2023, and 2024 was RMB 181 million, RMB 287 million, and RMB 500 million, respectively, with corresponding net profits of RMB -80.91 million, RMB 24.57 million, and RMB 73.83 million [18][19]. - The company reported a revenue of RMB 283 million in the first half of 2025, a 10% year-on-year increase, while profit was RMB 33.63 million, a 4% year-on-year decrease [18]. Recent Developments - To support its IPO efforts, Semit appointed Wei Hui as Chief Financial Officer, who has over 15 years of experience in private equity investment and investment banking, particularly in the technology sector [20][22]. - The timing of Semit's IPO aligns with the global semiconductor industry restructuring and the acceleration of domestic substitution processes, which could significantly enhance its capital strength and market expansion opportunities [23].

Core Viewpoint - The article emphasizes the importance of self-controllable core technologies for industrial security, economic security, and national security as China transitions from a manufacturing powerhouse to an intelligent manufacturing leader [1] Group 1: Concept of Integration - The concept of "computing, control, and security integration" was introduced by Sugon Network at the Industrial Expo, aiming for self-sufficiency, safety, and sustainable development in Chinese industry [1] - The transition requires not only breakthroughs in individual technologies but also systematic innovation and changes in industrial philosophy [1] Group 2: Product-Level Implementation - Sugon Network's SugonRI platform significantly lowers the development threshold for industrial software and intelligent control, integrating AI and high-performance computing [2] - The SUNA industrial network traffic analysis platform addresses the "black box operation" issue in industrial networks, providing transparent governance solutions [2] - The domestically produced industrial simulation integrated machine offers strong computing power and AI capabilities, ensuring self-controllable and stable solutions for critical fields [2] - The edge AI computing platform focuses on intelligent operations at the edge, facilitating a paradigm shift from automation to intelligent control integration [2] Group 3: Ecosystem Collaboration - Sugon Network promotes a collaborative ecosystem through partner conferences, fostering a consensus on value co-creation and shared responsibilities [2] - The launch of the "Sugon Rui" developer community aims to create an open platform for learning, communication, and innovation, gathering developers' insights to enhance the domestic industrial software ecosystem [2] - The article highlights that only through collaborative innovation across the industrial chain can China gain a competitive advantage globally [2] Group 4: Strategic Commitment - Sugon Network is committed to a path of self-sufficiency and innovation, leading the charge in the integration of computing, control, and security [3] - The company expresses a willingness to collaborate with various partners to facilitate a true leap in China's industrial sector towards a digital and intelligent era [3]

Core Viewpoint - The National Market Supervision Administration has issued guidelines to accelerate the digitalization of quality certification, leveraging AI and big data to enhance the credibility of agricultural products, smart products, and digital services [1][2]. Group 1: Goals and Timeline - The guidelines set specific goals in two phases: by 2030, to improve the top-level institutional design for quality certification digitalization and establish digital evaluation rules; by 2035, to fully develop a clear and innovative quality certification digital technology system [2]. Group 2: Focus Industries - The digital certification will initially focus on industries such as industrial internet, smart manufacturing, green low-carbon initiatives, and industrial software, promoting the transition from traditional to smart and green manufacturing [3]. - In agriculture, the guidelines encourage integrating quality certification into smart farms and fisheries, enhancing intelligent perception, precise control, and full-chain traceability management [3]. - The service sector will also be targeted, with a focus on creating a systematic service certification support system for education, healthcare, elderly care, smart cities, digital communities, and fintech [3]. Group 3: Consumer Experience - The ultimate goal of digital quality certification is to make trust transmission more efficient and consumer choices simpler, allowing consumers to scan a QR code to access comprehensive information about a product's supply chain [4]. - This system aims to eliminate concerns about product origins and quality, providing transparency through a single code that reveals all relevant information [4].

导语：数据安全与合规性部署、降低 AI 应用使用门槛、全链路国产化、从通用 AI 向垂直场景深耕等趋势愈发明显。 【环球网科技报道 记者 秦耳】在工业数字化与智能化浪潮席卷之下，工业软件作为核心支撑力量，其发展备受关注。当下，随着人工智能的快速发展如何 让AI与工业制造碰撞出火花，让被社会认为是机械化产业，在人工智能的加持下呈现灵活的特性，成为整体产业共同追求的目标。 尤其是当前，正确把握AI灵活性与工业制造的稳定性成为产业新的课题。近日，在以"工业新质，智造无界"为主题的第二十五届中国国际工业博览会（以下 简称"工博会"）上，记者采访到浪潮华鼎 CTO 刘清华就工业软件一体机的相关问题接受采访，深入解读产品在 AI 化进程、市场适配、技术突破等方面的思 考与实践。 据了解，浪潮华鼎在此次工博会上所展出的浪潮华鼎工业软件一体机系列产品为围绕工业企业"算力不足、场景适配难、安全风险高"三大核心痛点设计。为 制造企业提供兼具全球先进性与本土适配性、覆盖端到端价值链、实现业务与制造深度协同的数字化转型利器，加快推动制造业迈向"智造"新台阶。 刘清华认为，工业软件一体机作为集成硬件、软件与行业应用的复杂产品，产品定位 ...

Core Viewpoint - The article discusses the implications of geopolitical economic power, particularly how developed countries' strategies to restrict emerging economies can backfire, especially when the latter are large nations. It emphasizes the importance of supply and demand dynamics in innovation and the potential for emerging economies to leverage their scale advantages to overcome technological constraints imposed by developed nations [2][9]. Group 1: Geopolitical Economic Strategies - The U.S. has expanded its restrictions on China's semiconductor industry, moving from targeting specific products to a broader range of advanced technologies, reflecting a competitive geopolitical strategy [4][30]. - The Biden administration has continued the Trump-era strategy of restricting advanced AI chip exports to China, indicating a persistent focus on maintaining U.S. dominance in high-tech sectors [4][30]. - Recent changes in U.S. export policies, including the lifting of restrictions on EDA software and commercial aircraft engines, suggest a fluctuating approach to geopolitical economic power, influenced by broader economic considerations [7][30]. Group 2: Supply-Side and Demand-Side Dynamics - The article highlights the importance of a "large enterprise + large bank + large government" model for innovation in emerging economies, which can effectively address technological constraints imposed by developed nations [14][15]. - China's semiconductor industry has seen significant advancements in R&D spending and patent filings, indicating a shift towards self-sufficiency and innovation in response to external pressures [43][45]. - The demand-side advantages of large emerging economies can stimulate domestic innovation by providing substantial market feedback and incentives for local enterprises to develop competitive products [15][22]. Group 3: Case Studies and Historical Context - The article cites China's rapid advancement in mobile communication technology as a successful example of leveraging domestic market size and government support to overcome technological gaps with developed nations [16][17]. - Historical instances of geopolitical economic strategies show that the effectiveness of export restrictions often depends on the relative economic size of the countries involved, with larger economies being less susceptible to such measures [30][32]. - The U.S. semiconductor industry faces potential declines in market share and revenue due to its restrictive policies against China, which could undermine its own innovation capabilities [39][40].

Core Viewpoint - China's manufacturing industry remains the largest globally for 14 consecutive years, providing a robust foundation for the industrial software market, which is projected to reach CNY 2,940 billion in 2024 and CNY 4,670 billion by 2029, with a CAGR of 9.7% [1] Company Overview - Semitron Information Group Co., Ltd. (referred to as "Semitron") is a leading provider of intelligent industrial software solutions in China, headquartered in Shanghai, and has recently submitted an IPO application to the Hong Kong Stock Exchange [1][2] - The company was established in 2017 and has since expanded its product offerings, including automation software for various industries [2] - Semitron has received multiple rounds of financing, with a post-investment valuation of approximately CNY 6.383 billion as of December 2023 [2] Financial Performance - Semitron's revenue from intelligent manufacturing software solutions has decreased slightly but remains above 70%, while revenue from management software solutions has increased from 0.5% to 28.6% during the reporting period [7] - The company recorded revenues of approximately CNY 1.81 billion in 2022, CNY 2.87 billion in 2023, and projected CNY 5 billion in 2024, with a net profit of CNY 2.4565 million in 2023 [9][11] - Operating cash flow has been negative, with net outflows of approximately CNY 71 million in 2022 and CNY 88.3 million in 2023, which may limit the company's operational funding [8] Market Position - The advanced industrial intelligent manufacturing software market in China is projected to grow from CNY 171 billion in 2020 to CNY 310 billion in 2024, with a CAGR of 16.1% [13] - Semitron holds a 1.5% market share in the advanced industrial intelligent manufacturing software sector, ranking first among domestic companies, but faces competition from major players like Siemens and GE [16] Product Offerings - Semitron provides a wide range of intelligent manufacturing software solutions, including MES, EAP, YMS, SPC, and more, primarily targeting large state-owned enterprises [4][7] - The company plans to develop its own ERP software to enhance market share and meet domestic innovation trends [4] Leadership - The chairman and CEO, Li Gangjiang, has over 20 years of experience in the software industry, having previously worked for major tech companies like Microsoft and Google [3][2]

Core Viewpoint - The article discusses the emergence of an industrial software company in Shanghai that is set to go public, with significant backing from major players like Huawei and BYD, and highlights the appointment of a former Microsoft employee as the chairman [2] Group 1: Company Overview - The industrial software company is preparing for an IPO, indicating a growing trend in the tech sector within China [2] - The involvement of Huawei and BYD suggests strong confidence in the company's potential and the industrial software market [2] Group 2: Leadership and Management - A former Microsoft employee has been appointed as the chairman, which may bring valuable experience and insights from a leading global tech company [2]

作为全球最大的制造国，中国制造业规模已连续14年稳居世界第一，还拥有全球规模最大、门类最齐全的制造业体 系，这为我国工业软件市场提供了巨大的发展土壤。 据灼识咨询资料，2024年中国工业软件市场规模达到2940亿元，预计在2029年达到4670亿元，年复合增长率为9.7%。 该领域已跑出海康威视、用友网络、宝信软件等上市公司，如今又有来自上海的企业冲击IPO。 格隆汇获悉，近日，赛美特信息集团股份有限公司（简称"赛美特"）向港交所递交招股书，拟在香港主板上市，海通 国际、中信证券、中信建投国际为其联席保荐人。 赛美特是国内领先的智能工业软件解决方案提供商，发展过程中获得了来自华为、比亚迪、立昂微的融资。如今工业 软件市场情况如何？不妨通过赛美特来一探究竟。 1 董事长为微软前员工，华为、比亚迪入股 赛美特总部位于上海市闵行区，其前身特劢丝软件科技（上海）有限公司2017年成立。 2019年公司成为国内首个签约12英寸晶圆厂的厂商，还在2021年扩展EAP、RMS等设备自动化软件产品，同时布局非 半导体智能制造领域业务。 公司已获得多轮融资，其中在2023年12月的C+轮融资中，赛美特投后估值约63.83亿元； ...