1、 Key points of public opinion in a week
In a recent interview, Xin Guobin, Vice Minister of the Ministry of industry and information technology, said that the industrial economy impacted by the epidemic since the second quarter has shown a restorative growth trend, and the operation is getting better month by month. In the next step, we will promote the application with the construction of application belt, and focus on supporting 5g innovative applications in seven major fields, such as smart medicine, virtual enterprise private network, smart grid, vehicle road collaboration and vehicle networking, so as to promote the implementation and effectiveness of more and more 5g industry applications.
On the 12th, the national online launch meeting for the innovative development of 2020 industrial Internet app was held. Yang Yuyan, deputy director of the information technology development department of the Ministry of industry and information technology, revealed that in the next step, the information technology development department of the Ministry of industry and information technology will continue to carry out selection and demonstration work around the ecological development of industrial Internet app industry, and vigorously promote the development and application of industrial app.
The Ministry of Commerce recently issued the overall plan for comprehensively deepening the innovative development pilot of service trade, proposing to carry out digital RMB pilot projects in Beijing Tianjin Hebei, the Yangtze River Delta, the Great Bay area of Guangdong, Hong Kong and Macao and the pilot areas in the central and western regions with conditions. According to the plan, the number of pilot areas in the central and western regions and coastal areas has increased significantly. Tianfeng Securities believes that digital currency is expected to become an important financial infrastructure to promote the development of digital economy in the central and western regions.
According to foreign media, NVIDIA may acquire arm for £ 40 billion. Domestic Hisilicon and Feiteng have obtained the V8 instruction set authorization of arm and designed their own CPU on this basis. Soochow Securities believes that if NVIDIA successfully acquires arm, arm may be affected by the U.S. ban, and there are great variables whether domestic manufacturers can continue to obtain the upgraded instruction set authorization.
2、 Analysis of public opinion communication
From 0:00 on August 10 to 23:00 on August 23, the total number of public opinions on Xinchuang on the whole network was 23907. In terms of communication trend, the popularity of public opinion reached its peak from 9 a.m. to 10 a.m. on August 10, with 535 real-time voices. During this period, public opinion focused on the investment related content of the information and innovation sector.
In terms of media types, from August 10 to August 23, the public opinion related to Xinchuang was mainly concentrated on the news app platform, accounting for 33.98%; Followed by microblogging and news websites, accounting for 20.66% and 19.78% respectively; Wechat platform accounted for 18.66%; Forums, digital newspapers, blogs, Q & A, videos and other platforms accounted for 6.92% in total.
The topic of “China Binhai hi tech Zone’s” 2.8 billion yuan of net revenue “and” China Binhai hi tech Zone’s “2.8 billion yuan of net revenue” in the first half of 2019, including the topic of “China Binhai hi tech Zone’s” 2.0 billion yuan of net revenue “and” 2.0 billion yuan of net revenue “in the first half of 2019.
At the article level, Tianjin Daily’s “Binhai high tech Zone plans to build” China Xinchuang Valley “ranked first in the list of Xinchuang popularity, and has been spread 104 times on 21 websites. The article points out that Binhai high tech Zone has gathered more than 1000 upstream and downstream innovation and entrepreneurship enterprises, and the overall operating revenue of the information and innovation industry has reached 40 billion yuan. In addition, “China Xinchuang Valley” will strive to build a collaborative innovation and joint research mode of “enterprise agglomeration + platform empowerment + application drive + group breakthrough” to build a 100 billion level Xinchuang industrial cluster.
“Taiyuan municipal Party committee held a key work scheduling meeting, Luo Qingyu presided over and made a speech, and Li Xiaobo made work deployment” ranked second in the heat list. The article said that at present, it has entered the key stage of sprinting the annual economic work objectives and tasks, paying close attention to the operation of key industrial enterprises, deeply tapping the development potential of enterprises in traditional industries, accelerating the development of high-end equipment manufacturing, new materials, new energy, information innovation and other industries, and giving full play to the supporting role of industry in economic development.
“Zhang Qingwei meets with Yuan Jie, chairman of Aerospace Science and industry group, and his party” ranked third. The article points out that Zhang Qingwei, Secretary of the Heilongjiang provincial Party committee and director of the Standing Committee of the provincial people’s Congress, met with Yuan Jie, Secretary of the Party group and chairman of the aerospace science and industry group, and his party in Harbin. Zhang Qingwei said that Heilongjiang has comprehensive supporting service capabilities in the competent business fields of Aerospace Science and industry such as aerospace defense and equipment manufacturing. He hoped that the two sides would strengthen the connection of the “14th five year plan” of local enterprises on the basis of the original cooperation, earnestly strengthen the cooperation between the two sides in information and innovation industries, accelerate the construction of phase II of titanium alloy industrial park and other projects, and further expand the results of bilateral cooperation.
3、 Personnel dynamics
1. Xiao Yaqing served as Minister of the Ministry of industry and information technology and was evaluated as having “practical experience” in state-owned enterprises
According to wechat, Xiao Yaqing was appointed Minister of the Ministry of industry and information technology. According to the public resume, Xiao Yaqing was born in September 1959 and graduated from the Department of materials of Central South University of mining and Metallurgy (now Central South University) in 1982. After graduation, he entered Harbin northeast light alloy processing plant. In 16 years, he took the post of general manager of Harbin northeast light Alloy Co., Ltd. from engineer and deputy section chief of Technology Department.
After that, he was transferred to the chairman of Southwest Aluminum (Group) Co., Ltd. in less than two years, Southwest Aluminum (Group) Co., Ltd. became one of China’s 500 largest enterprise groups from an old state-owned enterprise with a cumulative loss of more than 1.6 billion yuan.
In October 2003, Xiao Yaqing, who was nearly 44 years old, was promoted to deputy general manager of Chinalco. Six months later, he was promoted to party secretary and general manager of Chinalco and chairman of Chinalco. He has worked in this position for nearly five years and was transferred to Deputy Secretary General of the State Council and member of the Party group of organs in February 2009.
In 2016, Xiao Yaqing was transferred to the post of director of the state owned assets supervision and Administration Commission and Deputy Secretary of the Party committee of the State Council for three years. In 2019, he was appointed as director and party secretary of the State Administration of market supervision and administration. (Politics)
4、 Policy dynamics
1. Ministry of industry and information technology: in the next step, we will focus on supporting 5g innovative applications in seven major fields such as smart medicine
According to CCTV, Xin Guobin, Vice Minister of the Ministry of industry and information technology, said in an interview with reporters that since the second quarter, the industrial economy impacted by the epidemic has shown a restorative growth trend, the operation condition has improved month by month, and the recovery momentum of industrial added value above designated scale has accelerated. More than half of the 41 major industrial industries achieved positive growth in the second quarter. Among them, the equipment manufacturing industry rebounded rapidly, exceeding the level of the same period last year. 5g is the “leader”. At present, the construction progress of 5g base stations in China has exceeded expectations, and the cumulative number of terminal connections reached 88 million by the end of July. Xin Guobin said that in the next step, the application will be promoted by construction, and the application will lead to construction. It will focus on supporting 5g innovative applications in seven major fields, such as intelligent medical treatment, virtual enterprise private network, smart grid and vehicle road collaborative vehicle networking, so as to promote the implementation and effectiveness of more and more 5g industry applications. (CCTV)
2. The Ministry of industry and information technology publicly solicited opinions on the guidelines for the construction of data security standard system in telecommunications and Internet industry
It was reported on August 11 that the Ministry of industry and information technology publicly solicited opinions on the guidelines for the construction of data security standard system in telecommunications and Internet industry (Draft for comments). According to the draft, on the basis of basic common standards, key technology standards and security management standards, and in combination with the development of new generation information and communication technology, we will focus on the layout of key fields such as 5g, mobile Internet, Internet of vehicles, Internet of things, industrial Internet, cloud computing, big data, artificial intelligence and blockchain, and gradually cover other important fields in combination with the development of the industry. Formulate relevant data security standards in combination with the development of key areas and the needs of data security protection. (website of the Ministry of industry and information technology)
3. Ministry of industry and information technology: gradually promote the construction of anti fraud big data platform nationwide
Recently, the Ministry of industry and information technology issued the work plan on using big data to promote the construction of long-term mechanism for preventing and controlling telecom network fraud. The plan proposes to gradually promote the construction of anti fraud big data platform nationwide; Establish a network wide cross verification mechanism for suspected fraud related network resources, and timely clean up and rectify high-risk code numbers, IP addresses and domain names; Explore and implement the “blacklist” of fraud and dishonest enterprises in the industry.
The plan defines relevant specific tasks around the technical platform, supervision ability and working mechanism. In terms of technology platform, the plan proposes to create anti fraud big data technology means in the information and communication industry and continuously improve the level of big data technology control. In terms of improving regulatory capacity, the plan clearly further strengthens the source governance of the industry, and improves the systems of innovation prevention in advance, responsibility implementation, effectiveness evaluation, credit management and so on. In terms of improving the working mechanism, the plan points out that we should continue to optimize the working mechanism of joint prevention and control across government, enterprises, industries and departments, and fully release the strong effectiveness of big data in preventing and controlling telecom network fraud. (website of the Ministry of industry and information technology)
4. Information Technology Development Department of the Ministry of industry and information technology: vigorously promote the development and application of industrial app
On August 12, the national online launch meeting of 2020 industrial Internet app innovation and development was held, and Yang Yuyan, deputy director of the information technology development department of the Ministry of industry and information technology, attended the meeting. Next, the information technology development department of the Ministry of industry and information technology will continue to carry out selection and demonstration work around the ecological development of industrial Internet app industry, vigorously promote the development and application of industrial app, accelerate the construction of public service capacity, build an industrial open ecosystem, and promote the rapid development of industrial technology software in China. (Securities Times)
5、 Summary of key public opinion
1. Ministry of Commerce: carry out digital RMB pilot in Beijing Tianjin Hebei, Yangtze River Delta and other qualified pilot areas
The Ministry of Commerce recently issued the overall plan for comprehensively deepening the pilot of innovative development of service trade (hereinafter referred to as the plan). In the part of “comprehensively deepening the pilot tasks, specific measures and division of responsibilities of innovative development of service trade”, it is proposed to carry out digital RMB pilot in Beijing Tianjin Hebei, Yangtze River Delta, Guangdong Hong Kong Macao Bay area and qualified pilot areas in the central and western regions. The people’s Bank of China shall formulate policies and safeguard measures; First, Shenzhen, Chengdu, Suzhou, xiong’an new area and other places and relevant departments of the future Winter Olympics scene will assist in promoting, and then expand to other regions as appropriate. (Xinhuanet)
The plan proposes to increase the number of pilot areas to 28. Among them, the vigorous promotion of the central and western regions and other coastal areas is a new bright spot. Among the previously announced pilot provinces and cities, Beijing Tianjin Hebei (pilot xiong’an New Area), Yangtze River Delta (pilot Suzhou), Guangdong Hong Kong Macao Dawan district (pilot Shenzhen) and central and Western China (pilot Chengdu) each accounted for one seat; In the pilot list released this week, the number of pilot areas in the central and western regions has increased significantly, and the accession of a series of coastal provinces and cities such as Hainan, Dalian and Xiamen is also an important focus. Tianfeng Securities believes that in the future, digital currency will play an important role in the field of service trade, and is expected to become an important financial infrastructure to promote the development of digital economy in the central and western regions, a powerful scientific and technological means for the government’s targeted Poverty Alleviation Policies, and an important settlement tool for domestic and foreign trade.
2. Foreign media: NVIDIA may acquire arm with £ 40 billion, which is expected to be completed as soon as the end of summer
On August 16, according to British media reports, NVIDIA may buy arm for 40 billion pounds (about 363.7 billion yuan). At present, the two sides have entered the exclusive negotiation stage and are expected to complete the transaction before the end of this summer. Currently, NVIDIA and arm declined to comment. However, foreign media reported that the transaction is likely to be blocked by the British government, which insisted that Softbank keep arm headquarters in the UK. In addition, some people in the industry are worried about the deal, including Hermann Hauser, co-founder of arm. He believes that if NVIDIA buys arm, it will be a disaster. （cnBeta）
Arm, founded in Cambridge, UK, mainly sells the authorization of chip design technology. At present, it has occupied 95% of the global mobile chip market and is advancing to the field of PC and server. NVIDIA is an American chip design company, mainly focusing on GPU business, and surpassing the market value of Intel this year. The acquisition of arm will help the company improve the design layout of chip types.
Previously, domestic Hisilicon and Feiteng were authorized by the V8 instruction set of arm, and designed their own CPU on this basis. Soochow Securities believes that if NVIDIA successfully acquires arm, arm may be affected by the US ban, and there are great variables in whether domestic manufacturers can continue to obtain the upgraded instruction set authorization. In the future, the chip design companies of the domestic arm camp can continue to upgrade the chip performance by optimizing the CPU code. On the other hand, they can also upgrade the instruction set on the basis of V8 instruction set, or turn to the open source instruction set risc-v to develop the corresponding CPU, or cooperate with Godson’s MIPS and Shenwei’s alpha architecture to take the MIPs and alpha route. No matter which path, the degree of autonomy of domestic chip design companies needs to be further improved.
6、 Local dynamics
1. 2020 Shanxi Information Innovation Forum successfully held
On August 13, “seizing opportunities and fostering innovation – 2020 Shanxi Information Innovation Forum” was held in Taiyuan. The forum was hosted by Shanxi Tongxin Software Technology Co., Ltd. and co organized by Shanxi Baixin Information Technology Co., Ltd. and Huawei Technology Co., Ltd. Provincial Department of industry and information technology, Provincial Department of science and technology, Shanxi comprehensive reform demonstration zone, Shanxi cloud era, smart innovation city and other units and ecological cooperative enterprises participated. AI Lingyu, deputy director of the Management Committee of Shanxi comprehensive reform demonstration zone, said that Shanxi comprehensive reform demonstration zone is the main battlefield and main engine for Shanxi provincial Party committee and provincial government to deepen the transformation of comprehensive reform. The entry of excellent information and innovation enterprises will play an important role in building the flagship of Shanxi information and innovation industry and promoting industrial development. It is hoped that through this forum, we will build an exchange and cooperation platform for the development of information and innovation industry, promote in-depth exchanges and multi-party cooperation among government, enterprises and scientific research institutes, and jointly build Shanxi information and innovation industry ecology. (Management Committee of Shanxi transformation and comprehensive reform demonstration zone)
2. Hubei launched a 2.3 trillion post epidemic revitalization plan, involving 773.1 billion new infrastructure projects
Recently, Hubei Province issued the three-year action plan for the “top ten projects” to revitalize and strengthen the functions of the board after the epidemic in Hubei Province (2020-2022). The plan involves 4572 short board projects, with an estimated investment of about 2.3 trillion yuan. It aims at ten key areas, including public health system, transportation, water conservancy, energy, new infrastructure, cold chain logistics and emergency reserve facilities, urban and Industrial Park upgrading, a new round of high-standard farmland construction, ecological environment and so on. Among them, about 178.3 billion yuan was involved in the project of making up for the shortcomings of the public health system; It involves 773.1 billion new infrastructure projects, accounting for about one third of the total investment. (21st Century Business Herald)
3. Putuo District of Shanghai signed a cooperation agreement with Huawei to jointly build a new smart city by government and enterprises
On the afternoon of August 19, Shanghai Putuo District People’s government and Huawei Technology Co., Ltd. signed a strategic cooperation framework agreement at Huawei headquarters in Shenzhen, Guangdong. The two sides made it clear that they would work together to build a new smart city. Ma Yue, vice president of Huawei Technology Co., Ltd., said that Huawei will give full play to its leading advantages in 5g, cloud computing, artificial intelligence, big data, Internet of things and other fields, strengthen cooperation with Putuo District in various fields such as smart urban area and upstream and downstream enterprise agglomeration of industrial chain, optimize the industrial digital economy ecology of Putuo District and help industrial digital transformation and upgrading. (Jiefang Daily)
4. Aerospace Information (Ningbo) Xinchuang base was awarded “No. 003 Zhejiang Xinchuang adaptation laboratory”
Recently, Ningbo’s “aerospace information (Ningbo) information innovation industry joint research base” successfully passed the on-site certification of Zhejiang information innovation laboratory carried out by Zhejiang Provincial Department of economy and information technology, provincial Anke office and other departments, and successfully won the award of “No. 003 Zhejiang information innovation adaptation laboratory”. The base has become the third in Zhejiang Province after the 52 Institute of CETC and digital China (Jinhua) center, and the first Zhejiang information innovation adaptation laboratory in Ningbo. The base has deployed Huawei cloud, Alibaba cloud and other intensive simulation adaptation environments, and has the ability to adapt various technical routes such as godson, Kunpeng, Feiteng and Zhaoxin. (Zhejiang CIO Association)
5. Chongqing made efforts to build a Xinchuang computer industry base and offline production of six products
Shandong Chaoyue CNC Electronics Co., Ltd. and Southwest Computer Co., Ltd. announced on the 14th that they would cooperate to offline produce six general and special computers and servers of Xinchuang. The offline products beyond Shentai Xinchuang products, from hardware such as processor and motherboard to software such as operating system and database, have fully realized localization, which is another achievement of the development of Chongqing Xinchuang computer industry. Kuang Jian, chief engineer of Chongqing Economic and Information Technology Commission, said that we should rely on and surpass well-known enterprises such as Shentai to build an important information innovation computer industry base in China. (China News Network)
6. Hefei establishes a new generation of artificial intelligence industry development alliance
In order to improve the artificial intelligence industry ecology, Hefei established a new generation of artificial intelligence industry development alliance on June 6. The alliance is led by the Artificial Intelligence Research Institute of Hefei comprehensive national science center, with 322 member units such as colleges and universities, scientific research institutes, financial institutions, enterprises and institutions. It is understood that one of the main objectives of the alliance is to promote the government, industry, University, research and application of artificial intelligence industry. The alliance will closely track the forefront of artificial intelligence industry, strengthen direction guidance and guidance, and build a professional support platform for key enterprises, colleges and universities, scientific research institutes, etc. At the same time, the alliance will also take the initiative to connect and leverage resources from all parties, actively plan docking activities with rich contents and various forms, serve artificial intelligence enterprises and boost the artificial intelligence industry to become bigger, stronger and better. (Xinhuanet)
7、 Industry dynamics
1. State Council: China’s chip self-sufficiency rate was only 30% last year, with a target of 70% by 2025
According to the statistics of China’s customs, the import amount of China’s chips in 2019 was US $304 billion, far exceeding the second largest crude oil import. Although the overall chip import amount is very large, it has decreased by US $8 billion compared with that in 2018, a year-on-year decrease of 2.6%. People in the industry believe that the development of domestic chips is accelerating. Under the strong promotion of policies, the chip industry has a lot of domestic substitution space, and the market-oriented development degree of the whole domestic chip industry also has a lot of room to improve. Relevant data released by the State Council show that China’s chip self-sufficiency rate will reach 70% in 2025, while China’s chip self-sufficiency rate will be only about 30% in 2019. (CCTV Finance)
2. The Ministry of industry and information technology removed 8 apps: the rectification was not completed as required
The information and communication administration of the Ministry of industry and information technology issued a notice on the list of apps that infringe on users’ rights and interests on the 19th. The notice showed that 8 apps that failed to complete the rectification as required would be taken off the shelves, including Vista kantianxia, blue dancer, 39 Internet hospital, Leyou, pinecone documents, bighorn comics, yisou comics and Yimi work. (website of the Ministry of industry and information technology)
3. China Securities Association: encourage securities companies to increase investment in artificial intelligence, blockchain, cloud computing, big data and other fields
The China Securities Association recently released the Research Report on promoting the digital transformation and development of the securities industry. The report proposes to speed up the introduction of industry standards and promote the integration of financial technology applications. Gradually establish and improve the application standards and technical specifications of digital technologies such as artificial intelligence, blockchain, cloud computing and big data in the securities industry, and improve the application conditions and compliance requirements of artificial intelligence technology in the field of investment consulting business. Encourage securities companies to increase investment in artificial intelligence, blockchain, cloud computing, big data and other fields, promote the deep integration of information technology and securities business, and promote the digital application level of business and management mode. (Securities Times)
4. 2020 China cyber security annual conference held
On the 12th, the 2020 China annual network security conference guided by the state Internet Information Office was held online. This year’s China Network Security annual conference is guided by the state Internet information office and hosted by the national computer network emergency technology processing coordination center. Zhang Xin, deputy director of the network security administration of the Ministry of industry and information technology, said that while the development of new infrastructure is accelerating, it also brings new challenges and puts forward new requirements for network security. Basic security risks have increased and integrated security risks have doubled. The Ministry of industry and information technology strengthened the system construction of key information infrastructure protection and network security review, accelerated the construction of the “new infrastructure” network security guarantee system, vigorously developed the network security industry and solidly promoted the network security work. In the next step, we will vigorously promote the construction of network security capacity, strive to build a new network security guarantee system, build a solid security cornerstone for the stable operation of the “new infrastructure”, adhere to the overall layout, strengthen practical guidance, enhance the guarantee capacity, strengthen industrial support and cultivate professionals. (China Social Sciences Network)
5. ISC 2020: the press conference of Xinchuang country’s Michigan certificate library was successfully held
On August 14, the press conference of the national secret root certificate library with the theme of “jointly building, sharing and building the foundation of digital security” was officially held. Dong Dajian, deputy director of the national industrial information security development research center, said in his speech that in the work of information security, digital certificate, as an important technical means of implementing security authentication in the field of password, has great impact on network anti disclosure, anti intrusion, authenticity Ensuring safety plays an irreplaceable role. It is of great significance to introduce the national secret root certificate into the key basic software and hardware such as CPU, operating system and browser, which is the core foundation for establishing the security guarantee of China’s information technology industry system. The release of SM2 country’s secret root certificate library is also a positive attempt to promote the development of China’s cryptographic technology and industry, which plays a positive role and significance in exploring the establishment of digital certificate ecology. (China Network Technology)
6. 2020 Beijing cyber security conference opens
On August 10, the Beijing cyber security conference officially opened. The conference focused on the world’s top cutting-edge technologies of network security and the actual combat of network attack and defense, and put forward many practical solutions, especially in the field of new network infrastructure under the background of 5g. It is understood that during the 10 day period, nearly 10 summits will be held, covering many fields such as Olympic security, strategy, industry, technology, new infrastructure and network security talents; More than 50 sub forums will also be held; In addition, it also includes 6 theme days and 4 exhibition days; Online cloud live broadcasting platform 10 × 24-hour uninterrupted broadcasting, with a total duration of more than 348 hours. Liu Liehong, Vice Minister of the Ministry of industry and information technology, said in his speech at the conference that the Ministry of industry and information technology has solidly promoted various work of network security in recent years, consolidated the foundation, built a system, strengthened capacity, promoted industry and improved governance, and created a good network security ecological environment. In the future, we will adhere to the integrated development of network security technology, talents and industry, further promote the breakthrough of network security technology, ensure the construction of new infrastructure, accelerate the agglomeration of resources and promote the further improvement of network security capability. (upstream News)
7. IDC: China’s big data market is expected to reach US $10.42 billion in 2020
According to IDC’s latest forecast, the overall revenue of China’s big data related markets will reach US $10.42 billion in 2020, a year-on-year increase of 16.0%. In 2020, big data hardware will account for 41.0% of China’s overall big data related revenue, and the revenue of big data software and big data services will account for 25.4% and 33.6% respectively. IDC predicts that during the forecast period from 2020 to 2024, China’s big data related technology and service market will achieve a CAGR of 19.0%. (36 krypton)
8. IDC predicts that China’s network security related expenditure will reach US $16.72 billion in 2024
According to the newly released IDC global network security expenditure guide, IDC predicts that the overall expenditure of China’s network security market will reach US $7.89 billion in 2020, with a year-on-year increase of 11.0%. In 2020, security hardware will continue to dominate China’s overall network security expenditure, accounting for 53.5%; The proportion of expenditure on security software and security services was 18.3% and 28.2% respectively. During the forecast period from 2020 to 2024, China’s network security related expenditure will achieve a CAGR of 18.7%, which is expected to reach US $16.72 billion in 2024. (interface News)
9. Docker is prohibited to be used by countries, enterprises and individuals included in the “entity list” of the United States
Docker recently updated the service agreement to prohibit embargoed countries and organizations and individuals included in the “list of U.S. entities”, the list of specially designated nationals, the list of rejected persons, the unverified list and the non-proliferation list from using the docker website with the link to the service agreement and all relevant websites. At present, Chinese IT companies are listed in the “entity list” of trade control, including Huawei, Shangtang, Yitu, Kuangshi, Hikvision, Dahua, iFLYTEK, meiyabaike, Yixin technology, Qihoo 360, beacon technology group, Dongfang Wangli, Dazhong technology, Yuncong technology, Zhongke Shuguang, haiguang, etc. (global cloud watch, cloud headlines)
10. Intel announces MOS operating system for high performance computing
Intel recently released its own MOS operating system. There are few official details, but it can be learned that it will be used in high-performance computing. The operating system is extended based on Linux. At present, the latest version of version 0.8 uses the Linux 5.4 lts kernel, but it also has its own LWK lightweight kernel. The Linux kernel manages a small number of CPU cores to ensure compatibility. The LWK kernel manages other parts of the system, similar to mutil OS and multi OS. Intel’s MOS has been applied in supercomputing such as ASCI red and IBM blue gene, but its ultimate goal is to use it on 10 billion supercomputing aurora in 2021. (fast technology)
11. Worried about losing $8 billion in the market, Qualcomm lobbied the US government to lift the Huawei ban
According to the Wall Street Journal on the 8th, when lobbying the U.S. government to lift restrictions on Huawei’s chip sales, Qualcomm warned that the relevant U.S. ban on Huawei could cede the market worth up to $8 billion to Qualcomm’s overseas competitors. It is reported that Huawei will not be able to continue to obtain high-precision chip foundry products provided by semiconductor chip foundry factories such as TSMC and Samsung Electronics after September 15. This means that Huawei will stagnate in acquiring chips below 28nm. Huawei needs to maintain the operation of its mobile phone product line by increasing external chip procurement. It is also reported that Huawei recently ordered 120 million chips from MediaTek, which accounts for 2 / 3 of the annual demand of Huawei’s mobile phone chips, and six of the mobile phones released this year use MediaTek chips.
Qualcomm is not indifferent to the huge market vacancy. In the early morning of July 30, Qualcomm announced that it had signed a long-term patent license agreement with Huawei and would receive a retroactive payment of $1.8 billion in the fourth quarter of this year, which means that the two former rivals have reached a settlement in the field of patent licensing. Media analysts said that the settlement is not just the patent licensing issue between Huawei and Qualcomm, but is equivalent to “Qualcomm allowing Huawei to adopt its own technology and chips”. (Global Times)
12. TSMC announced that it has manufactured more than 1 billion 7Nm intact chips
TSMC announced that in July this year, TSMC produced the 1 billion functional and defect free 7Nm chip. TSMC said that 7Nm was officially put into mass production in April 2018. At present, it has served more than dozens of customers around the world and created more than 100 chip products. Statistics show that the first batch of TSMC 7Nm products include bitmainland’s mining machine chip, Xilinx’s FPGA chip, apple A12, Huawei Kirin 980, etc. (financial sector)
13. Microsoft: stop the support of office software for IE browser from August 17, 2021
Microsoft’s official website reported on August 18 that Microsoft will stop the support of Microsoft 365 (formerly office 365) for IE 11 (Internet Explorer) browser in a year. From August 17, 2021, ie 11 browser will no longer support Microsoft’s office software services, including office365, onedrive cloud disk, outlook mailbox and so on. Microsoft will also stop ie 11 browser support for its video conferencing software teams on November 30, 2020. It is worth noting that Microsoft is also planning to stop supporting the old version of edge browser on March 9, 2021. After the support is stopped, the old version of edge will no longer be able to obtain security updates. (interface News)
8、 Company dynamics
1. Tencent: revenue from the United States accounts for less than 2%, and the ban will not affect Chinese platforms
At the earnings conference after Tencent released its results in the second quarter of this year, some analysts asked how much revenue Tencent has from the United States and American companies. In this regard, James Mitchell, Chief Strategic Officer of Tencent and senior executive vice president of the group, responded that the proportion of revenue from the United States accounted for less than 2% of the total revenue, of which the proportion of advertising revenue in the United States accounted for less than 1% of the total advertising revenue. James Mitchell said that if we look closely at the ban, Trump’s ban clearly points to wechat app business covering the United States, so we don’t think it will have an impact on the company’s advertising on Tencent China’s platform. (Phoenix Technology)
2. Huawei Yu Chengdong visited Suning: the two sides reached a three-year ecological cooperation
According to the official news of Suning, Yu Chengdong, CEO of Huawei consumer business, led a team to visit Suning headquarters in Nanjing this week to visit Zhang Dongdong, chairman of Suning holding group. The high-level teams of the two sides held talks and signed a three-year full scene ecological cooperation agreement. The goal is to double the growth. The cooperation field will cover the whole scene, category and ecology, fully integrate resources, and push the cooperation between the two sides to a new height. It is reported that the focus of this cooperation between the two sides will focus on the whole scene service experience and the whole ecological product line layout. The two sides discussed around the scene retail, which will further expand and improve the whole scene layout online and offline, fully integrate Suning’s advantages of two-line channels, and create a whole scene interconnection experience of Huawei products, especially in the aspect of offline experience scenes. By accelerating the construction of the whole scene of terminal mobile phone + PC + large screen + IOT, the layout of the sinking channel of retail cloud will be overweight, so that more users can experience better scene retail services. (it home)
3. The name of Alibaba cloud’s newly registered company “Jingxi” is controversial
On August 6, 2020, Alibaba registered a new company called “Alibaba Jingxi Information Technology Co., Ltd.” the legal person Zhou Ming is the vice president of Alibaba group and is responsible for infrastructure affairs. The name was interpreted by netizens as “for JD”. Alibaba cloud computing’s official microblog responded to the establishment of a new company “Jingxi”: “it’s my company, which is engaged in high-tech data center and new infrastructure. It’s called” Jingxi “because it’s registered in Zhangjiakou, west of Beijing.” subsequently, Alibaba said it decided to change its name to avoid disputes. (cloud headline)
4. Huawei: signed a strategic cooperation agreement with Guizhou Provincial People’s government to jointly build Kunpeng industrial ecology
On August 13, Guizhou Provincial People’s government and Huawei Technology Co., Ltd. signed a strategic cooperation agreement on jointly building Kunpeng industrial ecology in Guiyang. With the goal of building Kunpeng computing industry, the two sides will land Kunpeng computing industry, build all-round Kunpeng IT infrastructure and industrial applications, cultivate and develop a number of upstream and downstream enterprises of Kunpeng computing industry, build Guizhou into a highland of Kunpeng computing industry, and build Guizhou Huawei Kunpeng industrial ecology “based on Guizhou and radiating the whole country”. Meanwhile, both parties will jointly build and operate Kunpeng Ecological Innovation Center. (Securities Times)
5. China Telecom reached strategic cooperation with Hainan to promote 5g and other new infrastructure
Recently, Ke Ruiwen, Secretary of the Party group and chairman of China Telecom Group Co., Ltd., went to Hainan to attend the centralized signing ceremony of Hainan free trade port and delivered a speech, and signed a strategic cooperation agreement with the Hainan provincial Party committee and government. According to the strategic cooperation agreement on deepening the construction of “smart Hainan” in the free trade port, China Telecom thoroughly implements the strategy of “network power”, actively plays the role of the main force in the field of information and communication, and relies on the global communication network and data center resources to help improve the international business environment in Hainan from the construction of open network, 5g, data center and other new infrastructure and the construction of “smart Hainan”, Jointly promote the construction of Hainan free trade port. (CNR network)
6. 360 opens comprehensive strategic cooperation with CCB fintech
On August 20, CCB Financial Technology Co., Ltd. and 3600 Group officially announced to open all-round and in-depth cooperation in the field of financial technology innovation, deeply cultivate the fields of network security and financial technology, jointly build a “Joint Innovation Laboratory of financial security” and jointly build a “moat” for financial technology innovation and development. It is reported that the “financial security joint innovation laboratory” will focus on the application innovation of information technology in the field of financial science and technology, and carry out the transformation, demonstration, promotion and application of security related innovation achievements. In terms of financial technology business, the two sides will carry out in-depth cooperation and mutual empowerment in joint modeling and Inclusive Finance; In terms of network security, for various security scenarios, the two sides will cooperate in Threat Intelligence, vulnerability intelligence, security data, security services, cloud security, IOT security and other fields; For the cooperation of informatization and data platform, the two sides will continue to give full play to their advantageous capabilities and resources in the field of data technology, promote the development of interconnection network, and jointly strengthen the security of network facilities and network data in each project of the two sides. (Securities Daily)
7. Baidu AI Cloud releases six new intelligent computing products including Baoding data center
At the Baidu AI Cloud intelligent computing summit held on August 20, baidu released six new intelligent computing products, covering data center, cloud server, network, storage, database, intelligent mobile edge and other fields, and launched the self-developed new generation cloud infrastructure Baidu “Taihang”. At the same time, its self built super large data center in Baoding announced its opening, which can carry 360000 AI servers. In addition to promoting the construction of Intelligent City in Baoding and xiong’an new area, it will also drive the intelligent upgrading of industries in Beijing, Tianjin and Hebei. (Beijing Daily)
8. Netease digital industrial base is located in Chengdu, with a total investment of about 13 billion yuan
Chengdu high tech Zone and Netease signed a cooperation agreement on the afternoon of the 20th, which will land Netease Chengdu digital industry base in Chengdu high tech Zone, with a total investment of about 13 billion yuan. According to the agreement, Chengdu high tech Zone and Netease will implement the cooperation plan of “digital industry innovation base”, “youth Unicorn training base”, “science, technology and cultural innovation industry base” and “industrial Internet demonstration center”, so as to build an industrial cluster with an output value of 10 billion and drive the innovative development of Chengdu’s digital economy. (blue whale Finance)
9. Alibaba’s comprehensive strategic cooperation with Yunnan Province to build a digital benchmark in Southwest China
On August 17, Alibaba signed a deepening strategic cooperation agreement and 11 project cooperation agreements with Yunnan Province. Zhang Yong, chairman of the board of directors and CEO of Alibaba group, and the main principals of Yunnan Province attended the signing ceremony. On the same day, the two sides signed a package of agreements on deepening cooperation in seven aspects, focusing on the “digital construction” of Yunnan. First, build the province’s unified “one mobile office” government platform and “one mobile service” public service, build the province’s intelligent transportation and intelligent medical treatment, and build Yunnan into a digital government benchmarking province. Second, build 100 digital agricultural bases in Yunnan within three years to become the vegetable basket, fruit basket and flower basket of the people of the whole country. Third, build urban brain in Baoshan and Dali. Fourth, jointly cultivate the blockchain ecology and create a highland of blockchain application innovation. Fifth, jointly incubate e-commerce talents and blockchain talents such as Taobao university to create a highland of digital economy talents and radiate South and Southeast Asia. Sixth, expand domestic demand, promote consumption, and accelerate the digital upgrading of Yunnan’s local business service industry. Seventh, build the provincial industrial Internet platform and build Yunnan intelligent manufacturing infrastructure. (Xinhuanet)
10. Byte beating: formally suing the trump administration
On the 23rd, byte beat said on the official wechat: over the past year, we have sought to communicate with the US government with a sincere attitude and provide solutions to their concerns. However, the US government ignored the facts, did not follow due process of law, and even tried to forcibly intervene in the negotiations of commercial companies. To ensure that the rule of law is not abandoned and that companies and users are treated fairly. We declare that we will formally defend our rights and interests through litigation. The prosecution time is August 24, us time (August 25, Beijing time).
11. Tencent digital economy industry Dawan district base settled in Huangpu
On August 22, at the site of Tencent global digital ecology conference · wecity future city forum held in Beijing, Huangpu District, Guangzhou Development Zone and Shenzhen Tencent computer system Co., Ltd. signed a strategic cooperation agreement. Tencent will set up Tencent’s digital economy industry Dawan district base in the district to help the district build a digital government, smart city and an innovative demonstration model of “future city”. It is understood that Tencent digital economy industry Dawan district base project is Tencent’s first project in Huangpu District and Guangzhou Development Zone. Tencent will promote its own subsidiaries, affiliated companies and ecological partners to provide the district with overall solutions for urban governance, urban decision-making and industrial interconnection, and layout core industries such as smart city, digital government, smart education, smart community, business environment, blockchain innovation and new cultural innovation. (Southern Metropolis Daily)
12. China Unicom collects 124000 general-purpose servers with a budget of 8.2 billion yuan
China Unicom recently officially launched the bidding for the centralized procurement project of general-purpose servers. It plans to purchase a total of about 124000 general-purpose servers, and the project budget is 8.2 billion yuan, excluding tax. The bid package is set according to the standard configuration, and this bidding is divided into 5 bid packages. The announcement shows that each bid package of this bidding is allowed to be voted and won at the same time. Rank according to the comprehensive score from high to low, recommend the bid winning candidates and determine the bid winner. The recommended number of bid winning candidates is the number of bid winners + 1. The maximum number of packages that bidders are allowed to win at the same time is 5. (c114 communication network)
13. China Mobile signs strategic cooperation agreement with China Classification Society
On August 11, China Mobile Communication Group Co., Ltd. and China Classification Society signed a strategic cooperation agreement in Beijing. Zhao Dachun, deputy general manager of China Mobile, and Mo Jianhui, President of China Classification Society attended the signing ceremony. According to the strategic agreement, in accordance with the principles of equality and mutual benefit, win-win cooperation and common development, the two sides will carry out cooperation in the implementation of major national strategic deployment, Party building cooperation, basic communication, 5g intelligent application, cloud computing, R & D and application of new technologies, building an industrial digital ecosystem and improving quality. During the signing ceremony, China Mobile Guizhou company and China Classification Society signed the disaster recovery service project contract of China Classification Society. The project is an application level remote disaster recovery project, involving inter provincial data lines, cloud resources, network, security, storage, operation and maintenance and consulting services. It is the largest remote disaster recovery cloud project of China Mobile so far. (Flying Elephant network)
14. China Science and technology dawning: major additional issuance projects have passed smoothly, and the core technology information innovation strategy is expected to accelerate
Zhongke Shuguang announced that on August 10, the issuance Review Committee of the CSRC reviewed the company’s application for non-public offering of shares, and the company’s application for non-public offering of shares was approved. Guosheng Securities pointed out that the 4.8 billion yuan major additional issuance project passed the meeting smoothly, and the upgrading of core technology information innovation strategy such as chips is expected to accelerate substantially. The core benefit from the trend of information and innovation industry is that the production of haiguang chips may be switched smoothly. It holds many high-quality scientific and technological assets and has great potential for equity appreciation. It is estimated that the operating revenue from 2020 to 2022 will be 11.178 billion, 13.892 billion and 16.989 billion respectively, and the net profit attributable to the parent company will be 795 million, 1.104 billion and 1.426 billion respectively. As the 2019 annual report performance exceeded expectations, the problem of haiguang chip streaming is expected to be solved. (Securities Times)
15. IFLYTEK Liu Qingfeng: not afraid of being listed in the “blacklist” by the United States
On August 12, at the opening ceremony of Zhenghe Island innovators’ annual meeting held in Nanchang, Jiangxi Province, Liu Qingfeng, chairman of iFLYTEK, pointed out that on October 8 last year, iFLYTEK was included in the list of entities by the United States. Many people were worried about whether iFLYTEK could continue to maintain its leading position in the world. However, in the most authoritative English speech recognition competition in recent years, iFLYTEK once again ranked first in the world. Liu Qingfeng said that due to the extreme pressure of the United States on Huawei, Google’s GMS no longer provides Huawei with voice assistant and a full range of services, while iFLYTEK can solve this problem, and the voice products provided for Huawei have completely surpassed Google in English, French and Spanish. He believes that to deal with these external risks, the most important thing for enterprises is to constantly surpass, bravely be the first in the world, and surpass themselves at the same time. Entrepreneurs should keep warm together and create a symbiotic ecology. (21st century economy)
16. Wan Lihong reached strategic cooperation with hoyne Technology
Recently, Beijing hoyne Technology Co., Ltd., a software definition storage manufacturer, and Beijing wanlihong Technology Co., Ltd., an information security manufacturer, announced that the two sides have reached strategic cooperation. This strategic cooperation focuses on the field of Xinchuang cloud and provides customers with localized distributed storage solutions and services. (it home)
17. China Wine Industry Association and Inspur reached a strategic cooperation to jointly build the Internet of wine industry
On August 12, the signing ceremony of strategic cooperation between China Wine Industry Association and Inspur was held in Jinan. The two sides reached a cooperation consensus on promoting the construction and operation of Internet and blockchain platforms for China wine industry. The two sides will jointly promote the Internet construction of China’s wine industry, take the development of enterprises and industries in the national wine industry as the main line, and improve the ability of wine enterprises in intelligent production, intelligent marketing, channel management and brand construction through the advanced technology and application provided by Inspur Yunzhou industrial Internet platform, so as to achieve win-win results. (Securities Times)