news

"science and technology innovation board daily" august 29th the main contents of today's science and technology innovation board morning report are: shanghai: land use indicators are tilted towards major science and technology innovation industry projects; huawei releases the xuanji perception system; openai is reportedly negotiating financing with a valuation of more than us$100 billion, and microsoft continues to follow up.

"science and technology innovation board daily" host xiao k reports to you.

【market dynamics】

ministry of industry and information technology: develop and expand basic software and industrial software to promote high-quality development of the software industry

jin zhuanglong, minister of the ministry of industry and information technology, presided over the sixth roundtable meeting of small and medium-sized enterprises, and listened to the introduction of enterprises and their opinions and suggestions on supporting the development of specialized, sophisticated, and new small and medium-sized enterprises and expanding and strengthening the software industry. jin zhuanglong said that the ministry of industry and information technology will improve the policy system, strengthen public services, build good application scenarios, optimize the industrial ecology, develop and expand basic software and industrial software, promote the construction of an open source system, and strive to promote the high-quality development of the software industry. adhere to the "two unshakable" principles, adhere to the balance of service and management, development and assistance, accelerate the construction of a mechanism to promote the development and growth of specialized, sophisticated, and new small and medium-sized enterprises, strengthen regular exchanges with enterprises, help enterprises solve practical difficulties, and continuously improve their core competitiveness.

shanghai: land use indicators are tilted towards major scientific and technological innovation projects

the shanghai municipal planning and natural resources bureau issued the "several opinions on strengthening the integration of planning and resource policy innovation and accelerating the construction of major science and technology innovation industrial projects". strengthen the guarantee of land use indicators for science and technology innovation industrial projects. effectively promote the reduction of construction land, make good use of incremental land use indicators, and fully guarantee the land demand of municipal and district science and technology innovation industrial projects. the city will pre-issue the annual construction land plan at the beginning of the year. each district will give priority to major science and technology innovation industrial projects to achieve "indicators and other projects" and effectively improve the efficiency of factor supply. land use indicators are tilted towards major science and technology innovation industrial projects. for those that are urgently needed to be implemented, we will quickly respond to project needs through turnover and temporary borrowing, and ensure that project land procedures are handled on time.

china academy of information and communications technology: domestic brand mobile phone shipments increased by 34.4% year-on-year in july, accounting for 90.2% of mobile phone shipments in the same period

according to data released by the china academy of information and communications technology, in july 2024, the shipment volume of domestic brand mobile phones was 21.827 million units, a year-on-year increase of 34.4%, accounting for 90.2% of the total mobile phone shipments in the same period; 28 new models were launched, a year-on-year decrease of 6.7%, accounting for 96.6% of the number of new mobile phone models launched in the same period. from january to july 2024, the shipment volume of domestic brand mobile phones was 145 million units, a year-on-year increase of 19.9%, accounting for 84.8% of the total mobile phone shipments in the same period; 220 new models were launched, a year-on-year increase of 0.5%, accounting for 94.0% of the number of new mobile phone models launched in the same period.

huawei releases xuanji perception system

huawei's "xuan ji perception system" has been officially released, which can judge the user's emotional state through heart rate. new smart wearable products equipped with this system will be released in september.

nvidia's q3 revenue guidance is lower than the highest expectation. blackwell chip will be mass-produced and shipped in q4

nvidia's second-quarter revenue was $30 billion, while analysts expected $28.86 billion; data center revenue was $26.3 billion, while analysts expected $25.08 billion; third-quarter revenue was expected to be $32.5 billion, plus or minus 2%, while analysts expected $31.9 billion; second-quarter gaming revenue was $2.9 billion, while analysts expected $2.79 billion; second-quarter adjusted gross margin was 75.7%, while analysts expected 75.5%; second-quarter adjusted earnings per share was $0.68, while analysts expected $0.64; quarterly dividends of 1 cent per share were maintained; and an additional $50 billion stock repurchase plan was approved. although nvidia's q2 revenue and profits exceeded wall street's expectations, and its q3 revenue outlook was higher than analysts' average expectations, it was lower than the most optimistic expectations, which caused its stock price to plummet 8% after the market.

nvidia said that blackwell samples have been shipped to partners and customers; blackwell mass production is scheduled to start in the fourth quarter; blackwell revenue is expected to reach billions of dollars in the fourth fiscal quarter; the market's expectations for blackwell are incredible.

openai is reportedly in talks for financing at a valuation of more than $100 billion, with microsoft continuing to invest

according to media reports citing sources, openai is negotiating a new round of financing, valuing the company at more than $100 billion. microsoft is also expected to invest. openai's chief financial officer released a memo saying that the new round of financing negotiations are still in the early stages; funds are being raised and will be used for computing and operating business.

【company overview】

guandian defense: cheng yu takes over as general manager

guandian defense announced that the company's board of directors recently received a resignation report from li zhenbing. due to personal reasons, li zhenbing applied to resign from the company's director, member of the board's remuneration and assessment committee, board secretary and general manager. the company agreed to appoint cheng yu as the company's general manager and designated director jia yunhan to act as the board secretary before the new board secretary takes office.

yahong pharmaceuticals: plans to launch an incentive plan for 8.3201 million restricted shares

yahong pharmaceuticals announced the 2024 restricted stock incentive plan. the number of restricted stocks to be granted to the incentive targets under this incentive plan is 8.3201 million shares, accounting for approximately 1.46% of the company's total share capital at the time of the announcement of the draft incentive plan. this grant is a one-time grant with no reserved portion.

jingfeng mingyuan: net loss of 30.5076 million yuan in the first half of 2024

jingfeng mingyuan released its 2024 semi-annual report. during the reporting period, the company achieved operating income of 735 million yuan, a year-on-year increase of 19.40%; and a net loss of 30.5076 million yuan.

canxin co., ltd.: net profit in the first half of 2024 decreased by 25.97% year-on-year

canxin co., ltd. released its 2024 semi-annual report. the company achieved operating income of 594 million yuan in the first half of the year, a year-on-year decrease of 10.94%; net profit was 80.4334 million yuan, a year-on-year decrease of 25.97%.

xiangsheng medical: net profit in the first half of 2024 decreased by 27.35% year-on-year

xiangsheng medical released its 2024 semi-annual report. during the reporting period, the company achieved operating income of 248 million yuan, a year-on-year decrease of 16.47%; net profit attributable to shareholders of listed companies was 81.3436 million yuan, a year-on-year decrease of 27.35%.

【technology frontier】

unconventional interface superconductor successfully developed

a multi-institutional team led by the university of california, riverside, has developed a new type of unconventional interface superconducting material. this material can be used in quantum computing and has become a candidate material for "topological superconductors." the research results were published in the latest issue of science advances.

event horizon telescope achieves highest-resolution observation of earth's surface

the event horizon telescope (eht) collaboration used the atacama large millimeter/submillimeter array and other facilities to conduct experimental observations, achieving the highest resolution of celestial observations obtained from the surface of the earth. they achieved this feat by detecting light from distant galaxies with a frequency of about 345ghz (equivalent to a wavelength of 0.87mm). by breaking the limit of resolution, black hole imaging will present unprecedented clarity in the future, and ground-based astrophysical research capabilities will also have higher standards. these new findings were published in the astronomical journal on the 27th.

topological excitons may exist in chern insulators

condensed matter physicists at the university of oklahoma in the united states published a paper stating that there may be a new type of exciton in chern insulators - topological excitons, which are expected to give rise to new quantum devices. the relevant paper was published in the latest issue of the proceedings of the national academy of sciences of the united states of america.