高新技术成果交易会上，人形机器人、AI体测魔镜等"四川造"产品亮相，未来生活触手可及……回眸过去5年，四 川实施前沿科技攻坚计划，着力突破一批关键核心技术，推动科技创新和产业创新深度融合，促进传统产业焕新 升级……发展新质生产力的交响曲，正在巴蜀大地奏响。以新求变科技创新激活发展"原动力"今年秋天，"四川 造"人形机器人再迎新突破。9月24日，四川具身人形机器人科技有限公司推出最新产品——"天行者二号"，谈及 产品亮点，企业董事长冯振宇用了三个"更加"来概括——更加灵活、更加聪明、更加好用。"四川造"人形机器人 加速进化，背后是科技创新的力量。近年来，四川聚焦最有基础、最有优势、最需突破领域，系统谋划战略科技 力量建设，不断增强发展新质生产力的创新源头供给。布局攻关方向——实施前沿科技攻坚突破行动，全力推进 人工智能、航空航天、先进装备、生物制造、清洁能源、先进材料等重大科技专项，着力突破一批关键核心技 术。目前，四川已布局102个重大科技项目。明晰攻关路径——支持更多有能力、有意愿的龙头或链主企业发挥引 领作用，牵头组建高水平创新联合体，共同提出并承担重大科技项目。强化攻关保障——全力服务保障国家实验 室高 ...

Core Insights - The 27th China International High-tech Achievements Fair (CIHTAF) opened in Shenzhen, attracting nearly 5,000 participating companies, showcasing innovations in high-tech fields [1][3] Group 1: Innovative Products - Chengdu Tianfu Xinqiong Technology Co., Ltd. presented a GaN quantum light source chip, a core component for quantum internet, achieving domestic breakthroughs in materials and device design [1] - Chengdu Jingchuang Haoda Medical Technology Co., Ltd. showcased an intelligent 3D medical printing system that boasts a printing efficiency 30 times greater than traditional methods [2] - The "AI Body Measurement Mirror" from Maizhaohui Health Technology (Sichuan) Co., Ltd. generates a health report in just 30 seconds of user interaction [2] Group 2: Business Activities - CIHTAF emphasizes not only high technology but also transaction and cooperation, with over 200 events scheduled to facilitate communication and collaboration among participants [3] - Companies are actively seeking partnerships across various sectors, including AI, biomedicine, and intelligent manufacturing, to enhance product applications and efficiency [4] - The event attracted over 100 international buyers and established zones for international investment and procurement, aiming to convert more exhibits into commercial products [4]

Core Viewpoint - Chengdu is actively promoting technological innovation and transformation within its industrial parks through the "Optimize Quality, Characteristic Park, Empower Efficiency, Full Park" initiative, aiming to enhance innovation capabilities and drive high-quality development [4][5]. Group 1: Technological Innovation Promotion - Chengdu plans to implement the "Optimize Quality, Characteristic Park, Empower Efficiency, Full Park" action in all national, provincial, and municipal development zones starting in October 2024 [4]. - The city aims to enhance the innovation source capability, transformation承接力, and resource allocation in its industrial parks, thereby injecting new momentum into technological innovation [4][5]. - Chengdu has established a high-energy innovation system, including 1 national laboratory, 4 national innovation centers, 10 large scientific devices, and 4 Tianfu laboratories [4]. Group 2: Achievements in Technological Innovation - Significant breakthroughs have been achieved, such as the "China Circulation No. 3" artificial sun reaching over 100 million degrees Celsius and the world's first gallium nitride quantum light source chip being developed [4]. - The city has successfully approved several key projects, including the Taixing Laboratory's experimental device and the establishment of the Sichuan Provincial Crystalline Silicon Photovoltaic Technology Innovation Center [4][5]. Group 3: Technology Transfer and Collaboration - Chengdu has organized nearly 300 technology transfer events this year, facilitating over 400 industry-academia-research cooperation projects [5]. - The "Science and Technology Innovation Tianfu · Wisdom Gathering Rongcheng" event has brought together over 70 representatives from research institutions, technology transfer teams, and enterprises to promote technology and industry alignment [5]. Group 4: Resource Allocation and Ecosystem Development - Chengdu is focusing on enhancing the operational capacity of innovation resources within its industrial parks, including the establishment of shared laboratories and mid-test platforms [5]. - The city has seen the establishment of 141 mid-test platforms and concept verification centers, supporting various key industry chains [5]. - Chengdu's technology finance service system has been optimized, providing credit loans of 8.443 billion yuan to 1,709 technology enterprises from January to September this year [5].

Core Insights - The Sichuan provincial government has reported significant achievements in building a modern industrial system during the "14th Five-Year Plan" period, highlighting steady growth in industrial scale and quality [1] Industrial Growth - Since the beginning of the "14th Five-Year Plan," the annual growth rate of Sichuan's industrial added value has been 6.6%, increasing from 1.34 trillion yuan to 1.79 trillion yuan, elevating its national ranking to 7th [3] - Research and development (R&D) investment and intensity in large-scale industrial enterprises have increased by 50% and 41%, respectively [3] - Revenue from green and low-carbon industries now accounts for 28.2% of the total industrial revenue, with energy consumption per unit of added value decreasing by 15.4% compared to the end of the "13th Five-Year Plan" [3] Industry Transformation - Sichuan is focusing on upgrading traditional industries while simultaneously developing emerging and future industries, with electronic information, food and textiles, and energy and chemicals each surpassing the trillion-yuan mark [3] - The province is actively developing 17 key industrial chains, including artificial intelligence and aerospace, and is fostering 25 new industrial tracks, such as robotics and quantum technology [3] Innovation and Technology - Sichuan has increased investment in technological innovation, establishing 1,819 national and provincial enterprise technology centers, the highest in Western China [4] - The province has undertaken nearly 30 national major science and technology projects and has launched 62 engineering technology innovation projects [4] - Notable achievements include the mass delivery of the Y-20 and C919 aircraft, the development of the world's first gallium nitride quantum light source chip, and the launch of the first hydrogen-powered regional train [4] Investment and Development - Sichuan has implemented over 15,000 manufacturing projects since the start of the "14th Five-Year Plan," driving manufacturing investment beyond 2 trillion yuan, with both manufacturing and industrial investments maintaining double-digit growth [4] Digital and Green Transformation - The artificial intelligence industry in Sichuan is projected to exceed 120 billion yuan in 2024, with a year-on-year growth of over 30% [5] - The digital transformation coverage among large-scale industrial enterprises has increased by over 20 percentage points, with plans for full coverage by the end of 2027 [5] - Sichuan has cultivated 745 national and provincial green factories and 100 green industrial parks, leading in the number of such facilities in Western China [5] Industrial Landscape - As of now, Sichuan has 19,900 large-scale industrial enterprises, 134 publicly listed industrial companies, and has nurtured 486 national specialized and innovative "little giant" enterprises [5]

Core Insights - Sichuan Province is making significant strides in establishing itself as an innovation hub in Western China during the "14th Five-Year Plan" period, focusing on innovation-driven development strategies [2] Group 1: Comprehensive Innovation Capability - R&D expenditure in Sichuan is expected to reach approximately 150 billion yuan, a growth of over 40% compared to 2020, with basic research funding accounting for an estimated 6.5% of total R&D spending [3] - The province has seen a substantial increase in high-value invention patents, with a per capita ownership rate of 7.94 patents, which is 2.7 times that of 2020 [3] - The transaction volume of technology contracts has surpassed 260 billion yuan, doubling since 2020 [3] Group 2: Growth of High-tech Industries - The revenue from high-tech industries in Sichuan has increased from 31.9% to 40.9% of the total industrial output, marking a 9 percentage point rise [4] - Emerging industries such as artificial intelligence, biotechnology, and nuclear technology applications are projected to grow by over 20% in added value in 2024 [4] Group 3: High-level Innovation Platforms - The number of national-level innovation platforms in Sichuan has increased to 205, including the only national laboratory in Western China and 28 national key laboratories [5] - Major scientific facilities are being developed, including 10 national large scientific devices, with significant breakthroughs in various research areas [5] Group 4: Breakthroughs in Key Technologies - In aerospace, Sichuan has successfully completed major national projects and launched the world's first AI large model scientific satellite [6] - In the electronic information sector, significant advancements have been made in integrated circuits and software security, including the release of the first international gallium nitride quantum light source chip [6] - The biopharmaceutical sector has seen the approval of the first domestic TROP2 antibody-drug conjugate and the world's first trivalent COVID-19 vaccine for emergency use [6] Group 5: Innovation Entity Vitality - The number of high-tech enterprises in Sichuan has reached 19,000, a 2.4-fold increase since 2020, with a significant rise in technology-based SMEs [8] - Corporate R&D spending has increased by 58.4% compared to 2020, highlighting the strengthening of enterprises' roles in innovation [8] Group 6: Talent Development - Sichuan has implemented open talent policies, with the number of academicians reaching 67 and R&D personnel exceeding 400,000 [9] - The province has established a comprehensive talent service system, making it a key area for high-level talent innovation and entrepreneurship [9] Group 7: Regional Collaborative Innovation - Sichuan and Chongqing are jointly building the Western Science City and have established 11 joint key laboratories, enhancing collaborative innovation efforts [10] - Chengdu and Mianyang are positioned as major innovation engines, with Chengdu ranking 24th globally among tech clusters [10]

Core Viewpoint - Sichuan is advancing its position as an innovation hub in Western China by focusing on technological innovation and the transformation of scientific achievements, aiming to enhance its status as a high-level technology province during the "14th Five-Year Plan" period [4]. Group 1: Innovation Platforms and Achievements - The number of national-level innovation platforms in Sichuan has increased to 205, with 10 major national scientific facilities under accelerated construction [5][6]. - Sichuan has achieved significant breakthroughs in advanced magnetic field structures and fusion device operations, showcasing the leading role of its high-energy innovation platforms [5][6]. - The province has established a comprehensive innovation platform system covering basic research, applied research, and technology development [6]. Group 2: Major Technology Projects - Sichuan has laid out 102 major technology projects, with an additional 58 projects set to launch soon, focusing on areas such as artificial intelligence, aerospace, and clean energy [8]. - Notable advancements include the development of the first domestic F-class 50 MW heavy-duty gas turbine and the approval of the first TROP2 antibody-drug conjugate [8]. Group 3: Integration of Technology and Industry - The province is promoting deep integration between technological innovation and industry, encouraging collaborative efforts among enterprises, universities, and research institutions to expedite the transformation of laboratory results into market-ready products [9]. - Initiatives include a dual approach where enterprises seek technology and research outcomes find markets, addressing critical issues in the industrial chain [9]. Group 4: Growth of High-tech Enterprises - The number of high-tech enterprises in Sichuan has surged to 19,300, representing a 2.4-fold increase since 2020, with technology-based SMEs also experiencing significant growth [10]. - The proportion of enterprises leading major technology projects has risen to 60%, and R&D expenditure by these enterprises has increased by 58.4% compared to 2020 [10]. Group 5: Talent Development - Sichuan has accelerated the construction of an innovation talent hub, with 67 academicians and over 400,000 R&D personnel in the province [11]. - The province has implemented various measures to enhance the evaluation and support of scientific talent, benefiting over 30,000 individuals [11].

Core Insights - Chengdu Future Science City is rapidly developing, with significant projects and initiatives launched since June, including the establishment of a humanoid robot research center and the signing of a global micro-short drama headquarters project [3][4] - The city has transitioned from initial planning to a fully formed industrial hub, focusing on high-quality development and aligning with national strategies [3][4] Group 1: Industrial Development - Chengdu Future Science City has established a "1+X" modern industrial system, with 50 industrial projects launched and a total investment exceeding 130 billion yuan [5][6] - The city is focusing on aerospace and low-altitude economy sectors, with notable projects like the eVTOL aircraft development by WoFei ChangKong and the next-generation supersonic aircraft by Lingkong Tianxing [5][6] - The city has created a supportive innovation ecosystem, integrating research, development, and industrial incubation, with over 20 technological achievements released [7][8] Group 2: Technological Innovation - Chengdu Future Science City is leveraging technological innovation as a core driver, with significant breakthroughs such as the world's first gallium nitride quantum light source chip and a portable surveying drone [6][7] - The city is actively promoting the commercialization of scientific achievements, with projects like the mixed photon integrated near-infrared multi-band detection chip moving towards industrialization [10][11] Group 3: Infrastructure and Talent Development - The city has developed approximately 103 kilometers of municipal roads and established educational facilities providing around 5,200 student places [12] - Chengdu Future Science City is fostering talent through collaborations with local universities, having trained nearly 5,000 professionals in integrated circuits and artificial intelligence [11][12] - The city is enhancing public services by integrating residential and commercial developments around industrial parks, creating a conducive environment for innovation and living [12]

Core Insights - The establishment of a quantum internet demonstration network in Chengdu aims to transition quantum technology from theoretical research to practical applications, supporting the future scalability of quantum internet systems [1][5][21] Group 1: Quantum Internet Overview - The quantum internet consists of three subnets: quantum computing network, quantum communication network, and quantum sensing network, leveraging quantum physics principles for enhanced information processing, transmission security, and precision [3] - Quantum communication networks can revolutionize information security by enabling direct transmission of classical information using quantum states and providing essential infrastructure for quantum computing and sensing networks [3][5] Group 2: Technological Developments - The launch of the world's first gallium nitride quantum light source chip represents a significant advancement in quantum information technology, enhancing the integration and reliability of quantum internet devices [6][9] - The demonstration network will utilize advanced technologies such as high-brightness entangled light sources and hollow-core fiber deployment to overcome key technical challenges [13] Group 3: Implementation Strategy - The quantum internet demonstration network will be built in phases, starting with multiple quantum nodes in Chengdu High-tech Zone, equipped with essential infrastructure for quantum business functionalities [11][12] - The network aims to facilitate collaborative transmission of classical and quantum signals, integrating with existing communication facilities [12] Group 4: Strategic Importance - The project is expected to drive local development of quantum internet components and systems, fostering an ecosystem for the quantum internet industry [15] - It will enhance Sichuan's influence in the national quantum information strategy and lay the groundwork for future quantum internet industry development [17] Group 5: Future Prospects - The establishment of the Quantum Internet Frontier Research Center aims to create a leading platform for quantum internet core device research and contribute to national strategic needs [18][19] - The center plans to develop a range of quantum internet applications, including quantum sensors and quantum computing technologies, to build a comprehensive quantum industry ecosystem [19]

Group 1: Industry Development - The second batch of 24 pilot research and development platforms in Sichuan Province has been announced, bringing the total number of pilot platforms in the province to 35 [9][10] - Sichuan has hundreds of various pilot platforms distributed across enterprises, universities, and independent market-oriented operations [11] - In 2023, Chengdu added 44 new pilot platforms and concept verification centers, totaling 131 registered provincial and municipal pilot platforms and concept verification centers [12] Group 2: Technological Innovation - The University of Electronic Science and Technology of China and Tianfu Jiangxi Laboratory jointly released the world's first gallium nitride quantum light source chip, referred to as the "heart" of the quantum internet, providing new materials and device solutions for quantum information transmission [10][13] - Chengdu Zhongweidaxin Technology Co., Ltd. launched the domestic first quantum computing measurement and control system, the ZW-QCS560 series, which has rapid response capabilities that rank among the best internationally, supporting China's breakthrough in quantum computing error correction thresholds [10][15] Group 3: Product Commercialization - The pilot platform has enabled the successful market entry of over 300 products, including smart material scanners and breath-based mosquito traps, through comprehensive support covering small-batch prototype manufacturing, market validation, and key trial and error stages [12][11] - The pilot platform also initiated and manages the first domestic venture capital fund operated by a pilot platform, with an initial scale of 100 million yuan, creating a service loop of "pilot + incubation + investment" [12][11] Group 4: Quantum Technology Advancement - Sichuan's focus on quantum technology is evident, with significant breakthroughs such as the development of gallium nitride quantum light source chips and advancements in quantum entanglement networking [13][14] - The new quantum measurement and control system from Zhongweidaxin enhances research efficiency and reduces human error, addressing the global challenge of quantum error correction [15]

Investment Rating - The report maintains a rating for the electronic industry [3] Core Insights - The electronic industry is experiencing significant differentiation, with consumer electronics showing positive performance while semiconductors and electronic chemicals face pressure [3][15] - The collaboration between Weiming Environmental Protection and China Mobile aims to create a benchmark for green computing infrastructure, leveraging existing green energy resources [8][9] - The report highlights the potential of the "power supply + heating" synergy between waste incineration power generation and data centers, particularly in regions with scarce renewable energy [9][10] Industry Tracking - The electronic industry saw a decline of 0.75% during the week of May 12-16, 2025, ranking 28th out of 31 sectors [3][11] - The top five gainers in the electronic sector included Jingyan Technology (+20.53%), *ST Yushun (+20.46%), and Sique New Materials (+16.32%) [12] - The top five decliners included Dalian Technology (-12.22%), Changguang Huaxin (-11.04%), and Tiancheng Technology (-10.43%) [13] Industry News - The U.S. plans to export hundreds of thousands of AI chips to UAE and Saudi AI companies, indicating a shift in export regulations [21][22] - Xiaomi announced the upcoming release of its self-developed mobile SoC chip, marking a return to in-house chip development [23] - AMD is set to launch the Zen6 architecture EPYC 9006 processors and RX 9060 XT graphics cards, utilizing TSMC's 2nm process technology [25] Company Announcements - Alibaba reported a revenue of 236.45 billion yuan for Q4 of fiscal year 2025, reflecting a year-on-year growth of 6.6% [50][51] - Li'an Technology announced a cash dividend of 2.00 yuan per 10 shares for its 2024 annual profit distribution [52] - The report includes various announcements from companies regarding profit distributions and shareholder changes [54][55]