"Science and Technology Innovation Board Daily" on March 4 The main contents of today's Science and Technology Innovation Board Morning Report are: China Academy of Information and Communications Technology plans to hold a symposium on the promotion of AI glasses industry; Tencent Ingot rose to No. 1 in the free app download list of the Apple App Store in China; ByteDance released Trae, the first AI programming tool in China.

"Science and Technology Innovation Board Daily" anchor Xiao K will broadcast for you.

Market dynamics

Shenzhen has issued two action plans in a row, and AI terminals + embodied intelligent robots have become the focus of industrial development

On March 3, the Shenzhen Municipal Bureau of Industry and Information Technology issued the "Shenzhen Action Plan for Accelerating the Development of Artificial Intelligence Terminal Industry (2025-2026)". Among them, the goal is that by 2026, the core competitiveness of Shenzhen's artificial intelligence terminal industry will be further enhanced, the "depth" of products will be further improved, and the industrial ecology will continue to be enriched. Specifically, the goals include that the scale of Shenzhen's artificial intelligence terminal industry will reach more than 800 billion yuan, strive for 1 trillion yuan, gather no less than 10 phenomenal artificial intelligence terminal enterprises, and the output of artificial intelligence terminal products will exceed 150 million units; more than 50 popular artificial intelligence terminal products will be launched in the fields of mobile phones, computers, large model all-in-one machines, wearable devices, etc., and more than 60 typical application scenarios of artificial intelligence terminals will be created in the fields of intelligent manufacturing, smart finance, smart city, smart pension, and smart government affairs.

On the same day, the Shenzhen Municipal Science and Technology Innovation Bureau released the "Shenzhen Action Plan for Technology Innovation and Industrial Development of Embodied Intelligent Robots (2025-2027)". It is mentioned that by 2027, Shenzhen will make breakthroughs in key core components of robots, AI chips, artificial intelligence and robot fusion technology, multi-modal perception technology, high-precision motion control technology, and dexterous operation technology. Specifically, the goals include the cultivation of more than 10 enterprises with a valuation of more than 10 billion yuan, more than 20 enterprises with revenue of more than 1 billion yuan, more than 50 application scenarios of one billion yuan, the scale of related industries of more than 100 billion yuan, and more than 1,200 enterprises related to the embodied intelligent robot industry cluster. Create a public service platform matrix, attract more upstream and downstream enterprises, scientific research institutions, innovation teams, etc. to join, form a more complete industrial ecology, and the comprehensive strength of the embodied intelligent robot industry has reached the international leading level.

The National Low-altitude Transportation Network Research Center was established

On the morning of March 3, the National Low-altitude Transportation Network Research Center jointly initiated by the China Low-altitude Economic Alliance and the Civil Aviation Flight University of China was established in the Civil Aviation Flight University of China. It is reported that the National Low-altitude Transportation Network Research Center implements the board responsibility system and sets up an expert advisory committee. The China Low Altitude Economic Alliance will release the "National Low Altitude Transportation Network Outlook Report" and establish the "National Low Altitude Transportation Network Ecological Partner" during the second Global Low Altitude Economic Forum Spring Conference to be held in Beijing in late April, and establish a corresponding standard cooperation mechanism.

The China Academy of Information and Communications Technology plans to hold a symposium on the promotion of the AI glasses industry

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China Academy of Information and Communications Technology plans to hold a "Symposium on the Promotion of AI Glasses Industry" at the Institute of Computer Innovation Technology of Zhejiang University on March 12. It is understood that the main purpose of this seminar is to promote the healthy development of the AI glasses industry and strengthen the exchange and cooperation of upstream and downstream enterprises in the industrial chain. At the meeting, people from all walks of life will discuss key issues such as industrial development trends, core technology breakthroughs, and the construction of standard certification systems.

Tencent's Yuanbao app rose to No. 1 in the Apple App Store's free app download list in China, surpassing DeepSeek.

ByteDance released Trae, the first AI programming tool in China

ByteDance released the domestic version of the AI programming tool Trae on the 3rd, the model is equipped with doubao-1.5-pro, and it supports switching to the full-blooded version of DeepSeek-R1&V3. This is the first AI-native integrated development environment (AI IDE) tool in China, which can fully unleash the potential of AI, help developers at all stages to collaborate with AI smoothly, complete programming work faster and with higher quality, and improve development efficiency.

The company's outlook

Thayer shares: At present, solid-state battery products are still in the development and trial production stage, and have not yet obtained orders and generated revenue

Thayer shares (300473.SZ) announced that based on the abnormal fluctuation of the company's stock trading price, the company noticed that the recent "solid-state battery concept" has attracted greater attention from the market. The company's verification and explanation are as follows: the company has established a Japanese subsidiary since 2018 to carry out the research and development of solid-state battery products, and the company's sample trial production line in Shanghai has been completed and used, but the current solid-state battery products are still in the development and trial production stage, and have not yet obtained orders and generated revenue. The above matters will not have a significant impact on the company's 2025 annual results. Investors are advised to make rational decisions, invest prudently, and pay attention to investment risks.

Four-board Hengwei Technology: The company's Ascend Deepseek all-in-one machine is still in the prototype development and promotion stage

Hengwei Technology (603496.SH) issued a risk warning announcement for stock trading, and the stock price deviated greatly from the company's fundamentals, and there was a risk of high valuation. There is a risk that the stock price of the follow-up company will rise sharply and then fall. At present, many companies in the market have announced the launch of all-in-one machines, and the company's product competitiveness has not been verified by the market, and it is still in the prototype development and promotion stage, no sales orders have been formed, and no revenue has been generated, and the company has no business dealings with Deepseek.

iFLYTEK: The Xinghuo all-in-one machine integrates the iFLYTEK Xinghuo and DeepSeek twin engines

The reporter of the Financial Associated Press learned from iFLYTEK that the company and Huawei upgraded the Xinghuo all-in-one machine, integrated the dual-engine capabilities of iFLYTEK Xinghuo and DeepSeek, relied on full-stack localization support, comprehensively improved the inference performance, and launched five application scenarios for medical care, higher education, government affairs, police affairs, and law. The release of the new Xinghuo all-in-one machine series marks a significant improvement in the ability of the national computing power model to build an intelligent base and deeply empower industry applications.

Yingjixin: Planning to purchase the control of Huimang Micro Shares is suspended

Yingjixin (688209.SH) announced that the company is planning to pay cash and issue directional convertible corporate bonds to purchase the control of Huimang Microelectronics (Shenzhen) Co., Ltd., and at the same time intends to raise matching funds. This transaction is expected to constitute a major asset restructuring, not a related party transaction, and is not expected to lead to a change in the actual controller of the company. Trading in the company's securities will be suspended from the market open on March 4, 2025, and the suspension is expected to last no more than 5 trading days. Huimang Micro is engaged in IC chip design, computer system integration, sales of self-developed products, and provision of related technical services.

Xinxiangwei: It is planned to purchase the control of Aixiesheng and the stock is suspended

Xinxiangwei (688593.SH) announced that the company is planning to purchase the control of Shenzhen Aixiesheng Technology Co., Ltd. by issuing shares and paying cash, and at the same time raise matching funds. After preliminary communication, this transaction is expected to constitute a major asset restructuring. Trading in the company's shares has been suspended since the market opened on March 3, 2025, and will continue to be suspended on March 4, 2025, and the suspension is expected to last no more than 5 trading days. The business scope of Aixierson is: design, development, testing and sales of integrated circuit products.

Huahai Qingke: The company obtained special financing support for the repurchase of the company's shares

Huahai Qingke (688120.SH) announced that the company has reached a willingness to cooperate with the Tianjin Branch of China CITIC Bank Co., Ltd. on a special loan for the repurchase of shares by listed companies, and the Tianjin Branch of China CITIC Bank Co., Ltd. has issued a "Loan Commitment Letter (applicable to special loans for stock repurchase)" to the company, with a loan amount of no more than 18 million yuan, which is specially used to repurchase the company's shares.

Cutting-edge technology

A high-resolution spectrometer precisely defines the "lifetime" of dark matter

A joint team from Tokyo Metropolitan University, PhotoCross Co., Ltd., Kyoto Sangyo University and other institutions in Japan released the dark matter observation results of the near-infrared high-resolution spectrometer WINERED. The study sets the strictest limit to date on the "lifetime" of dark matter particles with masses between 1.8 and 2.7 electron volts. The paper was recently published in the journal Physical Review Letters.

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realization of low-energy spin wave information transmission technology will help promote the development of the next generation of computing systems

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research team from the University of Gothenburg in Sweden published important research results in the latest issue of Nature Physics to achieve low-energy spin wave technology at room temperature. They demonstrated that information can be transmitted using the motion of magnetic waves in complex networks, which promises to be a low-energy alternative to quantum computers and lays the foundation for the development of the next generation of Ising machines.