1月27日，深圳市光明区二届人大四次会议开幕。光明区政府工作报告回顾"十四五"时期和2025年工 作，提出"十五五"时期发展目标任务，部署2026年重点工作。 重大科技创新载体"比邻而居"，更与周边的各类中试平台、创新中心、孵化基地、成果转化专业园区等 形成联动、协作，共同构建了极具优势的"创新生态"。从"聚能"到"释能"，光明科学城活力奔涌，加速 激发创新"裂变"。 2026年是"十五五"开局之年。报告强调，光明要锚定建设世界一流科学城的核心使命，把设施平台高水 平运营、科技攻关和成果转化作为重中之重，着力提高科学竞争力和影响力。 深圳市光明区正加快建设"一城三区"（高标准建设世界一流科学城，加快打造大湾区综合性国家科学中 心先行启动区、更具全球影响力的产业科技创新中心和粤港澳大湾区高水平人才高地的核心承载区）， 科学与产业是光明发展的"强引擎"。光明区政府工作报告中释放了有关科学、产业发展的诸多关键信 息、重要谋划。 科学 在建运营的重大科技创新载体达22个，推动大科学设施高水平运营 作为大湾区综合性国家科学中心先行启动区，光明科学城与国家战略紧密相连，肩负着打造国家战略科 技力量的使命。在光明科学城，重 ...

Core Viewpoint - The Guangming District is accelerating the construction of a world-class science city, focusing on integrating science and industry as a key driver for development, with significant emphasis on artificial intelligence (AI) and technological innovation [3][4]. Group 1: Development Plans and Infrastructure - Guangming aims to establish a "one city, three districts" framework, enhancing its role as a comprehensive national science center and a hub for technological innovation in the Greater Bay Area [3]. - The district plans to enhance its scientific competitiveness by prioritizing high-level operation of facilities, technological breakthroughs, and the transformation of research outcomes [3][4]. - Key projects include the Shenzhen Measurement Innovation Institute, Shenzhen Medical Academy, and the International Technology Information Center, which are set to boost the operational efficiency of major scientific infrastructures [3][4]. Group 2: AI Integration in Research - The development of AI is positioned as a foundational element for scientific research, with the establishment of two major computing platforms: Pengcheng Cloud Brain III and the National Supercomputing Center Shenzhen [4]. - The report emphasizes the exploration of AI for Science, aiming to significantly enhance research efficiency and facilitate breakthroughs in fundamental research and original innovation [4][5]. Group 3: Industrial Development and AI Applications - Guangming is focusing on the integration of AI across various sectors, including manufacturing, to support the transformation and upgrading of traditional industries and to foster new strategic industries [6][8]. - The district plans to develop industry-specific and general-purpose industrial AI systems, promoting smart upgrades in industrial equipment and creating new growth avenues for enterprises [6][7]. Group 4: Urban Management and AI Implementation - The district is set to implement an "All In AI" strategy to enhance urban governance through AI, aiming to improve management capabilities across various sectors such as government, healthcare, education, and transportation [8]. - Guangming will leverage opportunities in open-source technologies to build a robust digital infrastructure, creating a city-wide AI ecosystem [8]. Group 5: Emerging Industries and Economic Growth - The district is committed to nurturing emerging industries, particularly in biomanufacturing and medical technology, with plans to establish innovation zones and support unicorn development in niche sectors [9][10]. - Guangming aims to optimize its industrial structure by focusing on high-performance materials, medical devices, and intelligent sensors, ensuring the growth of key industries [9][10].

Market Overview - The major indices showed mixed performance with the Shanghai Composite Index up by 0.27%, Shenzhen Component up by 0.09%, while the ChiNext Index fell by 0.57% [1] - The TMT sector led the gains with SW discrete devices up by 3.79%, SW communication cables and supporting up by 3.17%, and SW integrated circuit packaging and testing up by 2.23% [1] - Conversely, the TMT sector also saw declines with SW marketing agents down by 3.72%, SW portal websites down by 3.21%, and SW robotics down by 3.17% [1] Domestic News - Licheng Technology announced that its panel-level packaging (FOPLP) technology has received gradual certification from clients, with plans to establish an initial monthly production capacity of 3,000 pieces this year and an additional 3,000 pieces in Q1 next year [2] - Tailin Micro plans to acquire 100% of Panqi Micro, which has significant differentiated technology advantages in low-power and low-cost fields, with its ultra-low power RF transceiver technology achieving competitive levels against leading international manufacturers [2] - Anlu Technology raised 1.262 billion yuan through a private placement, with the net proceeds intended for advanced process platform ultra-large scale FPGA chip R&D projects and upgrades [2] - Haosheng Technology launched the world's first ultra-wide polarizer suitable for 130-inch LCD panels, improving visual uniformity and reducing overall energy consumption of LCD backlight modules [2] Overseas News - Meta and Corning announced a multi-year partnership worth up to $6 billion to accelerate the construction of advanced data centers in the U.S., supporting the development of applications and technologies for the metaverse [3] - Lightmatter announced a breakthrough in laser architecture with its ultra-large scale photonics technology, enhancing bandwidth density by 8 times for AI applications [3] - ASML expects significant growth in its EUV business by 2026, with revenues projected to increase compared to 2025 [3] - Texas Governor expanded the state's banned technology list, adding 35 Chinese tech companies and AI platforms [3] AI News - Google launched a low-cost subscription plan, Google AI Plus, originally designed for emerging markets, now available in the U.S. for $7.99 per month [4] - Blueglass introduced the Blueglass AI Alpha ring, a smart wearable device with various health monitoring features [4] - Guoxing Aerospace deployed the Qwen3 large model to its "Star Computing" space computing center, marking the first in-orbit deployment of a general large model [4] - OpenAI launched Prism, a free collaborative research platform based on GPT-5.2, integrating various research tools [4] Industry Tracking - Shuo Technology successfully tested the ignition of the "Mammoth No. 1" engine, which will be used in its medium-sized launch vehicle "Glacier No. 1" [5] - Virtual Reality announced completion of over 50 million yuan in Series A+ financing, focusing on AI algorithm development for brain diseases [5] - Jilin University developed a new high-sensitivity measurement technology based on surface plasmon resonance, aiming to break foreign technology barriers [5] - Ant Group's Lingbo Technology announced the open-source of its embodied AI model LingBot-VLA, enhancing generalization capabilities across tasks [5] Earnings Forecast - Industrial Fulian expects a net profit of 35.1 billion to 35.7 billion yuan for 2025, a year-on-year increase of 51% to 54% [6] - Zhenlei Technology forecasts a net profit of 12.3 million to 14.5 million yuan for 2025, a year-on-year increase of 529.64% to 642.26% [6] - Changchuan Technology anticipates a net profit of 1.25 billion to 1.4 billion yuan for 2025, a year-on-year increase of 172.67% to 205.39% [6] - Wol Nuclear Materials expects a net profit of 1.1 billion to 1.18 billion yuan for 2025, a year-on-year increase of 29.79% to 39.22% [6] High-Frequency Data Updates - The international DRAM spot prices showed varied changes, with DDR5 16G prices averaging $36.6, unchanged from the previous day [7] - Semiconductor material prices were reported, with 4N zinc oxide powder priced between 1,470 to 1,520 yuan per kilogram [8]

Core Points - The visit by the provincial and municipal leaders aims to enhance the collaborative development of the Wuhan metropolitan area and the Yangtze River middle reaches urban agglomeration [1][3] - Emphasis on the importance of implementing the spirit of the 20th National Congress and the directives from General Secretary Xi Jinping regarding Hubei [1][3] Group 1: Development Initiatives - The Huanggang Guanggu No. 9 Park is a collaborative project between the East Lake High-tech Development Zone and Huanggang City, focusing on technology transfer and industrial chain services [1] - The Huanggang ultra-wide polarizer production line project is supported by upstream suppliers like Wuhan Huaxing Optoelectronics and BOE [1] - Huanggang's development strategy is recognized as clear and promising, with a call for enhanced communication and project acceleration [1] Group 2: Infrastructure and Innovation - In Huangshi, the focus is on the Huangshi New Port Expressway project and the Huangshi Future Science and Technology City, highlighting the progress in transportation connectivity and innovation platform collaboration [2] - The dual-park cooperation model between Huangshi Future Science and Technology City and the Wuhan-Huangshi Offshore Innovation Park is acknowledged as a successful initiative [2] Group 3: Cross-Regional Cooperation - In Ezhou, the visit included the China (Ezhou) Cross-border E-commerce Industrial Park and the Changfei Fiber Technology Park, emphasizing the importance of regional cooperation and shared development goals [2] - The leaders express a commitment to enhancing collaboration on projects like the Huahu International Free Trade Airport and the Guanggu Technology Innovation Corridor [2][3] Group 4: Strategic Planning - The need for a high-quality development plan for the Wuhan metropolitan area during the 14th Five-Year Plan period is highlighted, with a focus on major goals, tasks, and projects [3] - A call for comprehensive cooperation across various sectors, including transportation, technology, industry, and public services, to achieve significant outcomes [3]

Core Viewpoint - Fuzhou New Area (Changle District) is leveraging its advantages in digital infrastructure to drive high-quality development, aiming to become a "digital industry highland" in Southeast China, with a digital economy scale exceeding 75 billion yuan [1]. Group 1: Digital Economy Development - Fuzhou New Area is focusing on building a robust digital infrastructure, including the Fujian Big Data Exchange and the Fujian Supercomputing Center, which supports the growth of the digital economy [1]. - The digital economy in the region has transformed significantly, with a scale surpassing 75 billion yuan, indicating a shift from a small and weak industry to a strong and expansive one [1]. - The establishment of a 10 billion yuan digital economy industry fund and the implementation of the "Digital Fuzhou" three-year action plan are key policies supporting this growth [3]. Group 2: Traditional Industries and Innovation - The textile industry remains a cornerstone of Fuzhou New Area's economy, contributing over 160 billion yuan to the industrial output, accounting for 63% of the total [4]. - Traditional textile enterprises are being encouraged to integrate into the industrial internet, facilitating a seamless transition between old and new growth drivers [4]. - Innovations such as energy-efficient cooling technology and AI-based quality inspection systems are being developed to enhance productivity and reduce costs in the textile sector [5][6]. Group 3: Emerging Industries and Applications - Fuzhou New Area is actively developing six leading industries, including digital economy, new materials, and biomedicine, to diversify its economic base [7]. - The region is home to advanced manufacturing facilities, such as the largest ultra-wide polarizer production base, which utilizes cutting-edge technology to enhance product quality [7]. - The biopharmaceutical sector is emerging as a new economic growth driver, with advanced production lines capable of producing 2 billion oral solid dosage units annually [8]. Group 4: Infrastructure and Connectivity - Fuzhou New Area is enhancing its digital infrastructure with significant investments in cloud computing and data centers, positioning itself as a regional hub for international communication [3]. - The establishment of a comprehensive digital ecosystem, including government and business clouds, is crucial for supporting various industries and applications [3]. - The region is also focusing on smart city initiatives, including intelligent transportation systems and AI applications in healthcare and education [8][9].