(活力中国调研行)广东超常规推进集成电路人才扩容 本硕博在校生破万人 中新网广州6月23日电(记者 郭军 程景伟)2025年"活力中国调研行"广东主题采访情况介绍会23日在广州 举行。广东省教育厅二级巡视员吴艳玲介绍称，"十四五"以来，广东超常规推进集成电路人才扩容，指 导中山大学等8所高校率先筹建省集成电路产教融合协同创新平台，集成电路本科专业点增至23个(2022 年同期为7个)，本硕博在校生破万人，较2022年翻两番，有力支撑广东打造全国集成电路"第三极"。 来源：中国新闻网 编辑：王永乐 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 情况介绍会现场。中新网记者 郭军 摄 据悉，近年来，广东积极优化高等教育布局，提升科技创新人才供给。广东高起点新建香港科技大学 (广州)、深圳理工大学、香港城市大学(东莞)、大湾区大学等高水平研究型大学，推动设置深圳职业技 术大学、广东轻工职业技术大学等本科层次职业学校，全省高校数量 ...

Investment Rating - The investment rating for Dingjie Smart is maintained at "Buy-A" with a 12-month target price of 44.50 CNY, compared to the current stock price of 32.64 CNY [4]. Core Insights - Dingjie Smart held the 2025 Smart Future Summit, showcasing its advancements in AI and big data, emphasizing the integration of AI into business operations to enhance productivity and competitiveness [1][2]. - The company introduced two major AI suites, the Smart Data Suite and the Enterprise Intelligent Agent Generation Suite, which form the Athena platform's foundational infrastructure for AI applications [2]. - Dingjie Smart aims to integrate AI capabilities into four major industrial software systems (ERP, PLM, MES, WMS), promoting automation and intelligent decision-making within enterprises [3][7]. Financial Projections - The projected revenues for Dingjie Smart from 2025 to 2027 are 25.89 billion CNY, 29.03 billion CNY, and 33.09 billion CNY, respectively, with net profits expected to be 2.01 billion CNY, 2.49 billion CNY, and 2.94 billion CNY [9]. - The company anticipates a net profit margin increase from 6.7% in 2023 to 8.9% by 2027, indicating improved profitability [11][12]. Market Performance - The stock has shown a relative return of -5.7% over the past month and an absolute return of -6.3%, but a significant increase of 85.2% over the past year [5].

Investment Rating - The investment rating for the company is "Buy" and is maintained [7] Core Viewpoints - The company hosted the fourth "Digital Intelligence Future Summit" on June 19, focusing on AI-driven business innovation and showcasing multiple AI-related products, indicating positive progress in AI integration and business innovation [2][5] - The company is expected to achieve net profits attributable to shareholders of 196 million, 238 million, and 287 million yuan for the years 2025 to 2027, with corresponding growth rates of 26%, 22%, and 21%, and PE ratios of 44.4x, 36.5x, and 30.2x respectively, suggesting a positive outlook for commercialization [2][10] Summary by Sections Event Description - The company held its fourth Digital Intelligence Future Summit in Wuhan, themed "AI Innovation, Boundary-breaking Growth," where it launched several AI-related suites and hosted forums discussing the current state and future of AI implementation [5] Event Commentary - The company is embracing an AI strategy that is beginning to show results, with significant commercial progress anticipated by 2025. The AI strategy includes enhancing existing industrial software and achieving substantial revenue growth in AI applications, particularly in Taiwan, where AI business revenue grew by 135% year-on-year in 2024 [10][10] Financial Projections - The company forecasts total revenue of 2.33 billion, 2.60 billion, 2.91 billion, and 3.30 billion yuan for the years 2024 to 2027, with a gross profit margin projected to remain around 60% [13]

Core Insights - The company held the 2025 (4th) Digital Intelligence Future Summit, where it launched the AI Soft Infrastructure (AI S-infra) suite, including various intelligent data and industrial software solutions [1] - The company showcased its multi-model collaborative problem-solving capabilities, integrating with commercial models from Microsoft and Alibaba, and developing industry-specific models based on accumulated data [1] - The release of Indepth AI 2.0 allows enterprises to quickly build Agents tailored to non-standardized needs through a user-friendly platform [1] - The company has introduced AI-native "expert" Agents across multiple fields, enhancing efficiency in procurement, sales, R&D, production, and finance [1] Industry Developments - The integration of AIoT with Industrial Mechanism AI enables dynamic data applications in factories, facilitating rapid response to anomalies and reducing manual management efforts [2] - The manufacturing Agents are expected to see rapid adoption due to their direct impact on efficiency, high customer willingness to pay, and a rich customer resource base [2] - The company’s fast product release and iteration pace positions it well for growth in the AI sector, particularly in the B-end AI market [2] - Revenue projections for 2025-2027 are estimated at 2.63 billion, 3.04 billion, and 3.61 billion yuan, with net profits of 210 million, 250 million, and 310 million yuan respectively [2]

Group 1: Investment Funds and Initiatives - Changchun Xinghe Runxin Venture Capital Center, initiated by CITIC Construction Investment and several partners, has been registered with the Asset Management Association of China, focusing on the biomedical industry in Jilin Province [2] - A total scale of 1 billion yuan industrial software special fund was signed at the 2025 Nanjing Software Conference, highlighting the importance of industrial software in digital transformation and smart manufacturing [3] - Zhongke Chuangxing successfully issued a 400 million yuan targeted technology innovation bond, with a 2.10% interest rate, showcasing market confidence in its investment strategy [4] Group 2: Market Trends and Performance - The number of innovative drugs approved in China increased from 3 in 2015 to 39 in 2024, marking a 12-fold increase and positioning China as the second globally in innovative drug approvals [8] - The total amount of cross-border business development transactions by Chinese pharmaceutical companies reached 63.5 billion USD in 2024, a year-on-year increase of 22.59% [8] - The Hang Seng Technology Index rose by 14.9%, significantly outperforming major global markets, indicating a strong recovery in the Hong Kong capital market [8] Group 3: Strategic Developments - Zhengzhou Economic Development Zone's first industrial venture capital mother fund has been registered, with a total scale of 5 billion yuan, focusing on sectors like new energy and high-end intelligent equipment [9][10] - The Xiong'an Artificial Intelligence Industrial Park aims to create a comprehensive ecosystem for AI innovation, supported by a 10 billion yuan investment fund [10][11] - Wuhan's government has released an action plan to enhance the development of technology finance, optimizing the evaluation mechanism for government investment funds [12]

Group 1: Fund Establishment Activities - Several securities firms are actively establishing new funds, including a 10 billion yuan new consumption merger and acquisition equity investment fund initiated by Industrial Securities in Putian [1][7] - Nanjing, Zhengzhou, and Tianjin have also seen the establishment of new funds focusing on various sectors such as industrial software, smart equipment manufacturing, and integrated circuits [2][9][10] Group 2: Specific Fund Details - The Fuyang "3+N" industrial fund, managed by Caitong Capital, has a total scale of 30 billion yuan, with three main sub-funds: incubation, innovation, and merger funds, each with 10 billion yuan [5][6] - The Xiong'an New Area has launched two 10 billion yuan funds: the Xiong'an Industrial Investment Guidance Fund and the Xiong'an Technology Innovation Equity Investment Fund, aimed at supporting the development of the next generation of artificial intelligence [4] - The Zhengzhou Economic Development Zone has established its first industrial venture capital mother fund with a total scale of 5 billion yuan in the first phase, focusing on sectors like new energy and high-end intelligent equipment manufacturing [9] Group 3: Fund Objectives and Focus Areas - The incubation fund under the Fuyang "3+N" industrial fund focuses on early-stage technology investments, while the innovation fund targets the local industrial chain [5] - The Tianjin chip fire integrated circuit angel fund, with an initial scale of 2 billion yuan, aims to support early-stage projects in the semiconductor field [10] - The industrial software fund in Nanjing, with a total scale of 10 billion yuan, is part of Jiangsu Province's strategic emerging industry fund layout, emphasizing the importance of industrial software in digital transformation [8]

Investment Rating - The report assigns a rating of "Buy" for the company [1] Core Views - The company is a leader in the industrial software industry, actively promoting AI-enabled innovations in the steel industry and building a self-controlled industrial software system through its self-developed platform [1][17] - The company is expected to achieve revenue growth from 2025 to 2027, with projected revenues of 147.38 billion, 163.47 billion, and 183.68 billion yuan respectively [3][12] - The report highlights the company's focus on AI applications in the steel industry, integrating vast amounts of data and expertise to create comprehensive AI solutions [7][22] Financial Summary - Revenue for 2023 is projected at 12,916 million yuan, with a slight decline of 1.8% from the previous year, followed by a growth of 5.6% in 2024 [3][26] - Net profit for 2023 is expected to be 2,554 million yuan, with a significant increase of 16.8% from the previous year, but a decline of 11.3% is anticipated in 2024 [3][26] - The company’s earnings per share (EPS) for 2025 is estimated at 0.84 yuan, with a projected increase to 1.18 yuan by 2027 [3][12] Revenue Breakdown - Software development business is the main revenue source, expected to generate 99.11 billion yuan in 2024, accounting for 72.64% of total revenue [7][11] - Service outsourcing business is projected to contribute 36.56 billion yuan in 2024, representing 26.80% of total revenue [8][11] - System integration equipment business is a non-core segment, expected to generate only 0.65 billion yuan in 2024 [9][11] Growth Drivers - The company is leveraging AI to drive innovation in the steel industry, with over 100 AI application instances developed [7][22] - The industrial robot market is expected to grow at an annual rate of over 15%, with the company actively developing humanoid robots for various applications [40] - The report emphasizes the importance of self-controlled industrial automation as a core guarantee for development [39] Valuation Analysis - The report uses both PE and PS valuation methods, estimating a reasonable valuation of 969.99 billion yuan, corresponding to a target price of 33.64 yuan per share [12][14] - The company is expected to maintain a competitive edge in the market due to its strong self-developed platform and strategic positioning in AI and industrial robotics [14][22]

Core Viewpoint - The large-scale equipment update policy in China's industrial sector is driving a transformation aimed at enhancing quality and efficiency, particularly in traditional industries [1][2]. Group 1: Impact on Traditional Industries - Companies like Chongqing Shundoli Machine Co., Ltd. have seen production costs decrease by approximately 10% and production efficiency double due to the implementation of new automated equipment [2]. - The national statistics indicate significant growth in various manufacturing sectors, with electrical machinery manufacturing increasing by 23.3%, shipbuilding by 12.8%, and boiler manufacturing by 11.8% year-on-year as of May [2]. - The equipment update policy is crucial for overcoming the limitations of outdated machinery and processes, fundamentally transforming production methods in traditional industries [3]. Group 2: Investment and Financial Support - Anhui Yongmaotai Automotive Parts Co., Ltd. is set to invest 420 million yuan in an integrated die-casting intelligent manufacturing project, benefiting from a 15% subsidy on equipment updates, amounting to 50.4 million yuan [5]. - The equipment purchase investment has seen a year-on-year increase of 17.3% from January to May, contributing 63.6% to overall investment growth [6]. Group 3: Policy Implementation and Support - Local governments are streamlining processes and enhancing services to alleviate concerns about the complexity of subsidy applications, as seen in Anhui and Shandong [7]. - Companies report high efficiency in receiving subsidy funds, with quick disbursement following approval, indicating effective policy implementation [7]. - The National Development and Reform Commission plans to further simplify the subsidy application process and clarify timelines for fund disbursement to ease financial pressures on businesses [7].

Domestic - Jiangsu Province is experiencing a surge in sales of cultural and creative products as well as sports goods, attributed to the popularity of "Su Super" [3] - The Chinese government is supporting 60 counties to enhance rural water supply capabilities, with three projects in Jiangsu receiving a total subsidy of 240 million yuan, distributed over two years [3] - A financial event focused on industrial software was held in Nanjing, aiming to address financing challenges for software companies, with participation from national financial platforms [3] Global - In May, there was a net inflow of 33 billion USD in cross-border funds from non-bank sectors in China, with high levels of trade-related fund inflows and increased foreign investment in domestic stocks [4] - China's cross-border e-commerce imports and exports are projected to reach approximately 2.71 trillion yuan in 2024, a year-on-year increase of 14%, with exports expected to grow by 16.9% [4] - The Civil Aviation Administration of China issued new regulations for managing information related to civil unmanned aerial vehicle incidents, effective July 1 [4] Enterprise - The ongoing conflict between Iran and Israel may lead to an earlier-than-expected interest rate cut by the Federal Reserve due to recession risks outweighing inflation risks [5] - The European Union is considering implementing carbon taxes on household heating and gasoline [5] - The Bank of Japan maintained its policy rate at 0.5% and plans to slow the pace of bond purchase reductions [5] - The International Energy Agency forecasts that electric vehicle sales will reach a record 17 million units in 2024, pushing global oil demand to its peak [5] - A recent survey by the World Gold Council indicates that 95% of central banks plan to increase their gold reserves in the next 12 months, the highest percentage since the survey began in 2019 [5] - Baidu announced the launch of the industry's first dual digital human interactive live broadcast room during its "AI Day" event [5] - Rokid and Alipay have developed the world's first payable smart glasses, allowing direct payments without a mobile phone [5] - The third Chain Expo will take place in Beijing from July 16 to July 20, featuring participation from various AI companies and Nvidia [5]

Group 1 - The core point of the news is that Huayu Intelligent Software (Shenzhen) Co., Ltd. has completed an Angel+ financing round, with the amount undisclosed, and the investment was led by Huake Asset Management [1][2]. - Huayu Company is a research achievement transformation enterprise established with the lead of Shenzhen Capital Group, focusing on the research, application promotion, and technical services of material forming simulation industrial software [2]. - The company has developed the only domestic injection CAE software product with independent intellectual property rights that has achieved certain scale applications in enterprises [2]. Group 2 - The research team consists of approximately 35 members, with key figures including Academician Li Dequn and Professor Zhou Huamin, who have significant contributions to the development of core algorithm technologies [2]. - The company holds 13 major patents in the field of mold flow, including methods for optimizing plastic injection molding process parameters and analyzing the moldability of plastic parts [2]. - The main product is the HsCAE HX software series, which is an upgraded version of the Huashu CAE software, already applied in leading companies such as BYD, Haier, Midea, and others [2].