导读： 苏州重点聚焦工业仪器、科学仪器、专用仪器等三大主攻方向，强化六大优势领域，明确优化产业体系等6个方面18项具体任务，提出到2027年，苏州高 端科技仪器集群规模突破1500亿元、保持全国第一。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 7月21日，市政府召开常务会议，审议并原则通过了《苏州市AI芯片产业创新发展三年行动计划（2025～2027年》《苏州市加快发展AI芯 片产业的若干措施》等事项。 《行动计划》明确实施强化高端资源引培等5个方面14项工作任务，提出到2027年，苏州市AI芯片相关产业规模突破500亿元，引进产业化 项目30个以上，突破10款以上填补国内空白的创新产品，形成20项以上本地示范应用场景。《若干措施》明确了做强骨干核心企业、布局建 设创新平台、集聚高端芯片人才、实现关键技术突破等十个方面政策。 会 议 审 议 并 原 则 通 过 了 《 " 品 质 苏 州 " 建 设 行 动 方 案 》 。 《 行 动 方 案 》 坚 持 以 质 量 树 品 牌 、 以 品 牌 拓 市 场 、 以 市 场 促 增 长 ...

会议审议并原则通过了《"品质苏州"建设行动方案》。《行动方案》坚持以质量树品牌、以品牌拓市场、以 市场促增长，统筹推进质量支撑、品牌引领、技术赋能、安全守护、消费环境、质量共治，提出6方面18项重点任 务，全面推进"品质苏州"建设。 会议审议并原则通过了《苏州高端科技仪器国家先进制造业集群培育提升三年行动方案（2025-2027年）》。 《行动方案》重点聚焦工业仪器、科学仪器、专用仪器等三大主攻方向，强化工业控制、智能检测、物性测试、 电子测量、智能传感、数字影像等六大优势领域，明确优化产业体系等6个方面18项具体任务，提出到2027年，苏 州高端科技仪器集群规模突破1500亿元、保持全国第一。 昨天（7月21日），市政府召开常务会议，审议并原则通过了《苏州市AI芯片产业创新发展三年行动计划 （2025～2027年）》《苏州市加快发展AI芯片产业的若干措施》等事项。市委副书记、市长吴庆文主持会议。 濮建明 摄 《行动计划》明确实施强化高端资源引培等5个方面14项工作任务，提出到2027年，苏州市AI芯片相关产业 规模突破500亿元，引进产业化项目30个以上，突破10款以上填补国内空白的创新产品，形成20项以上 ...

Group 1 - The Yarlung Tsangpo River downstream hydropower project has commenced, with a total investment of approximately 1.2 trillion yuan [3][4] - Five sectors are expected to benefit from the project: main construction, cement and building materials, civil explosives, foundation treatment, and transportation infrastructure [4] - China Energy Construction Corporation holds over 30% market share in the hydropower construction sector, while Tibet Tianlu is a leading local cement and building materials company [4] Group 2 - The stock prices of companies related to the humanoid robot sector have surged, with Weisheng New Materials achieving an eight-day consecutive rise [5][6] - Utree Technology, a profitable company in the industry, has initiated IPO counseling, attracting significant attention [5][6] - The AI chip and server supply chain is gaining interest, with projections indicating the AI chip market could exceed $400 billion by 2027 [7] Group 3 - The London Metal Exchange saw increases in copper, aluminum, zinc, and tin prices, indicating potential opportunities in the non-ferrous metal sector [7] - Solid-state battery technology is gaining traction, with market focus on oxide routes and dry process equipment-related stocks [8]

科创板7月13日发布"1 6"新规，剑指科技创新，掀起资本市场巨浪。 此次改革的核心在于推出"科创成长层"，为那些技术领先、前景广阔但尚未盈利的 科技企业打开上市融资通道，旨在支持国家突破"卡脖子"技术，尤其是在人工智能、商业航天等高投入、长周期领域。 此次改革也对投资机构释放了积极信号。 拥有丰富科创板投资经验的资深专业机构投资者，例如高瓴、红杉资本等，在拟上市企业的招股书中被提及， 将获得审核加分。 然而，监管层明确表示，此举仅为参考，不会降低上市标准，并设立"黑名单"制度，严厉打击利益输送行为。 券商也面临更大的压力。 他们必须更严格地评估投资者的风险承受能力，尤其是在销售科创成长层股票时，必须反复强调高风险，避免投资者盲目跟 风。 持续督导期也更加严格，督导机构需及时披露企业重大负面信息，例如新药研发失败等，以确保信息透明。 目前纳入科创成长层的32家企业主要集中在生物医药（56%）和半导体/AI（34%）领域，例如君实生物、景嘉微、寒武纪等。 这些企业普遍具有高研发 投入的特点，平均研发强度达22%，是A股平均值的6倍，累计亏损最高的企业已超过120亿元。 然而，参与科创成长层投资并非易事。 个人投 ...

□ 本报记者李源李鑫津 通讯员戴家军 盛夏时节，扬州江都高新区重大项目建设现场塔吊林立、机器轰鸣，一派热火朝天的施工景象。作为江 都经济发展的主阵地之一，高新区以"拼抢实"的作风全力推进重大项目建设，博恒新材料、派莱特光学 等一批战略性新兴产业项目取得突破性进展。值得一提的是，在胡润研究院刚刚发布的《2025全球独角 兽榜》上，扬州两家企业入选，来自高新区的纳力新材料首次登榜。 5月9日，江都高新区获省政府批复正式"去筹转正"。一字之变背后，是传统产业"老树新花"、新兴产 业"聚链成群"、未来产业"抢滩布局"的澎湃交响，更是当地"无事不扰、有事必应"营商环境的坚实托 举。江都区委书记朱莉莉表示，"省级高新区不是终点，而是以'高'立标、以'新'破局的新起点。我们要 让每一寸土地都成为创新的土壤，让每一个企业都能在这片沃土上拔节生长。" 扬州博恒新能源材料科技有限公司的车间里，全球首条新能源材料专用超薄增强薄膜生产线近日正式投 产。"这条线打破国外对高端新能源基膜的垄断，产品能让锂电池更轻、更安全。"公司副总经理缪金焕 难掩激动。而就在投产前一周，企业还因设备试产急需《工业产品生产许可证》而焦虑，江都高新区管 委 ...

科创板国产AI芯片板块有望增添新成员。据上海证券交易所披露，6月30日，沐曦集成电路（上 海）股份有限公司科创板首发申请获得上交所受理。 作为国产AI芯片领域重要力量，沐曦股份成立以来持续深耕高性能GPU和人工智能行业，完成了 全栈产品设计开发，积累大量核心技术，并快速实现商业化落地，在通用性、单卡性能、集群性能及稳 定性、生态兼容与迁移效率等方面达到国内领先水平。 在科创属性方面，沐曦股份研发费用率远超科创板企业平均水平，研发人员占比达74.94%，可应 用及产业化发明专利达245项，营业收入保持高速增长，最近三年复合增长率达到4074.52%。 据悉，沐曦股份坚持"1+6+X"布局，产品广泛应用于教科研、金融、交通、能源、医疗健康、大文 娱等多个领域，具备卓越实用性和市场认可度，GPU产品累计销量超25,000颗。公司已成功实现千卡级 GPU集群大规模商用，正积极推动万卡级集群部署，同时支持一批大模型等重要人工智能应用项目。 在金融领域，沐曦与招商银行等深度合作，为金融监管、数字客服等业务各类大小模型提供高效底 层集群能力，助力提升业务效率。 在医疗领域，沐曦携手中山医院发布的首个融合大数据、AI技术与医 ...

Core Insights - The article highlights the recent trends in financing events within various industries, indicating a total of 108 financing events this week, with a total amount of approximately 11.37 billion RMB, marking an increase from the previous week [4][12]. Financing Overview - This week, there were 108 financing events (excluding mergers and acquisitions), an increase of 4 from last week, with a total financing amount of approximately 11.37 billion RMB, up by 4.64 billion RMB [4]. - Among these, 28 events had financing amounts of 100 million RMB or more, an increase of 6 from last week [4]. - There were 32 public exit cases this week, a decrease of 4 from last week [4]. Financing Amount Distribution - The distribution of disclosed financing events shows 70 events, with amounts ranging as follows: - 5 events below 5 million RMB - 22 events between 5 million and 10 million RMB - 13 events between 10 million and 50 million RMB - 18 events between 50 million and 100 million RMB - 9 events between 100 million and 500 million RMB - 2 events between 500 million and 1 billion RMB - 1 event over 1 billion RMB [5]. Notable Investment Events 1. **Photovoltaic Materials**: Tongwei Co., Ltd. announced that its wholly-owned subsidiary, Yongxiang Co., completed a strategic financing round of approximately 4.916 billion RMB, with funds primarily used for repaying financial institution debts and supplementing working capital [7]. 2. **AI Large Models**: Zhizhu completed a strategic financing round of 1 billion RMB, aimed at building an open platform for model-as-a-service (MaaS) and enhancing AI infrastructure in Shanghai [8]. 3. **AI Chips**: Zhenliang Intelligent announced nearly 1 billion RMB in strategic financing, focusing on high-performance GPU development [9]. 4. **Autonomous Driving Software**: Tiantong Vision completed a D round financing of 500 million RMB, aimed at promoting Robotaxi deployment nationwide [9]. Industry Distribution - The financing events this week spanned 13 industries, with the top five being: - Information Technology: 26 events - Electronics: 25 events - Equipment Manufacturing: 14 events - Healthcare: 10 events - Materials: 9 events [12]. - In terms of financing amount, the top five industries were: - Materials: 49.16 billion RMB (due to Yongxiang's large financing) - Electronics - Information Technology - Equipment Manufacturing - Automotive [14]. Regional Distribution - The top five regions for financing events were: - Guangdong: 17 events - Jiangsu: 17 events - Zhejiang: 16 events - Shanghai: 13 events - Beijing: 13 events - These regions accounted for 70.37% of all financing events [19][20]. Financing Round Distribution - The distribution of financing rounds showed that seed and angel rounds accounted for 59 events, while strategic financing ranked third with 21 events. Early-stage financing (A round and earlier) accounted for 58.33% of the total events [23]. Investment Institutions - A total of 97 investment institutions participated this week, with notable activity from Beijing Guoguan and Jinpu Investment [26].

Core Viewpoint - Beijing Lier, a leading refractory materials company, is undergoing a strategic transformation towards a dual business model of "refractory materials + emerging technology" under the leadership of Chairman Zhao Wei, focusing on AI chips and silicon-carbon anodes [1][2]. Strategic Iteration - The company is shifting from a single business focus to a dual-track approach, recognizing the need for a composite growth system that combines traditional industries with emerging technologies to address cyclical challenges in the steel industry and global technological changes [1][2]. - Zhao Wei emphasizes that the investment in Shanghai Xiwang and Lianchuang Lithium Energy is a strategic decision to enter the intelligent manufacturing and new energy sectors, which are seen as golden opportunities [2]. Forward-looking Layout - Beijing Lier has invested 200 million yuan in Shanghai Xiwang, focusing on AI chip development, which is characterized by its original technology, resource integration capabilities, and adaptability to specific industrial applications [2][3]. - The company plans to develop specialized AI models tailored for manufacturing processes, enhancing efficiency in energy consumption and equipment management [2][3]. Material Revolution - The investment in Lianchuang Lithium Energy reflects Beijing Lier's insight into the new energy materials market, particularly the potential of silicon-carbon anodes to overcome limitations in traditional graphite anodes for battery technology [3][4]. - Lianchuang Lithium Energy is working on a vertically integrated approach to address production challenges in silicon-carbon anode manufacturing, with plans to increase production capacity to 50,000 tons per year within three years [3][4]. Future Layout - Beijing Lier is pursuing a comprehensive technological transformation across its entire industry chain, focusing on both domestic and international market expansion in refractory materials while also securing upstream resource control [4][5]. - The company is developing smart refractory materials that incorporate sensors for real-time monitoring of furnace operations, showcasing innovation within traditional manufacturing [4][5]. - The strategic vision includes continuous collaboration with quality enterprises and research institutions in the AI chip and silicon-carbon anode sectors to drive technological innovation and industry upgrades [5].

Core Viewpoint - 嘉楠科技 is terminating its non-core AI semiconductor business to focus on its core operations, which include Bitcoin mining machine sales, self-mining, and consumer mining products. This strategic shift is expected to significantly reduce operational costs in the coming months [1][2]. Group 1: Business Strategy - The decision to end the AI semiconductor business is primarily due to its low revenue of approximately $900,000 for FY 2024, which accounts for 15% of the company's total operational expenses, thus dragging down overall efficiency [2]. - Post-strategic adjustment, resources will be concentrated on mining equipment sales, self-mining, and consumer-grade mining machines, where the company has established a clear competitive advantage [2]. Group 2: Mining Operations - 嘉楠科技's mining business is set to launch the Avalon Q mining machine in 2025, which will be compatible with global voltage standards, and the next-generation A16 series is expected to achieve an energy efficiency ratio of 15J/TH, nearing industry-leading levels [2]. - The company has a global hash rate of 8.15 EH/s in North America, with a low average electricity cost of $0.044 per kWh, and overseas projects in Ethiopia are operating with over 95% uptime [2]. Group 3: Financial Performance - In Q4 FY 2024, 嘉楠科技 reported a 33.2% reduction in net losses and achieved positive EBITDA, indicating improved financial health [2]. - The Avalon miner series, particularly the A14 product line, saw significant revenue growth following the Bitcoin halving event in April 2024, with demand for the A15 and upcoming A16 series continuing to rise [3]. Group 4: Company Milestones - 嘉楠科技 was founded in 2013 and released the world's first blockchain computing device based on ASIC chips, marking the beginning of the ASIC era in the industry [4]. - The company underwent a name change in 2015 and achieved significant milestones in chip production, including the mass production of 28nm and 16nm chips [5][6].

Core Viewpoint - The company is actively investing in emerging industries, including AI chip companies and silicon-carbon anode materials for solid-state batteries, expecting to achieve scaled revenue this year [1][5][7]. Group 1: Main Business Performance - The company's main business is stable, with expectations for both revenue and profit growth in 2024, despite a generally weak performance in the refractory materials industry [3][4]. - In Q1 2025, the company reported a revenue of 1.669 billion yuan, a year-on-year increase of 10.54%, and a net profit of 126 million yuan, a year-on-year increase of 49.35% [3][4]. Group 2: Investment in AI Chip Company - The company has invested in Shanghai Zhenliang, an AI chip company, with a total investment of 2.5 billion yuan, anticipating scaled revenue in 2025 due to the growing demand for AI computing power [5][6][7]. - Shanghai Zhenliang focuses on GPGPU development and has already produced two generations of AI chips, with the latest generation expected to be delivered in batches starting in 2025 [7]. Group 3: Investment in Silicon-Carbon Anode Materials - The company invested in Lianchuang Lithium Energy, which specializes in silicon-carbon anode materials applicable to solid-state batteries, with production expected to commence by the end of this year [8]. - Lianchuang Lithium Energy has completed the design of its production line and is entering the construction phase, with significant revenue and profit expected by 2026 [8].