"Science and Technology Innovation Board Daily" on March 11 - The main contents of today's Science and Technology Innovation Board Evening News include: Zhejiang AI Industry Blockbuster Conference is about to be held; Manus will formally reach a strategic cooperation with Ali Tongyi Qianwen team; DeepSeek officially refutes rumors: R2 was released as fake news.

[Hot Spotlight].

News-in-brief:

The Zhejiang AI Industry Conference will be held soon, and Alibaba, Huawei, and Super Fusion will participate

In order to thoroughly implement the national strategic deployment on the development of artificial intelligence and promote the deep integration of artificial intelligence and cloud computing and other cutting-edge technologies, on March 13, under the guidance of Hangzhou Municipal Bureau of Economy and Information Technology and Hangzhou Municipal Data Resources Bureau, and hosted by Zhejiang Computing Technology, the "Cloud Intelligence Gathers Energy and Builds a New Future of AI Industry - Artificial Intelligence and Controllable Cloud Computing Industry Ecological Conference" will be held in Hangzhou. According to the agenda, the conference will officially release the Hangzhou computing resource scheduling service platform, hold the signing ceremony of the computing ecological community, and hold the signing ceremony of the strategic cooperation between Zhejiang Computing Power and Haiguang Information. At the same time, Zhejiang Computing Power, Alibaba Cloud, Huawei, Super Fusion, Haiguang Information, Tiantian Zhixin, Wuwen Core Dome, etc. will give keynote speeches.

Manus will formally reach a strategic cooperation with the Alibaba Tongyi Qianwen team

The Manus platform announced on March 11 that it will officially reach a strategic cooperation with the Alibaba Tongyi Qianwen team. Based on the Tongyi Qianwen series of open source models, the two parties will realize all the functions of Manus on the domestic model and computing power platform. At present, the two technical teams have been working closely together to create more creative general-purpose intelligent twins products for Chinese users. Ali Tongyi responded to the "Science and Technology Innovation Board Daily" that Manus and Tongyi Qianwen are indeed cooperating on open source models, "We look forward to cooperating with more global AI innovators." ”

DeepSeek officially refutes rumors: R2 was released as fake news

In response to the rumor that DeepSeek will release the next-generation R2 model on March 17, DeepSeek's official enterprise consulting account responded in the user group, saying, "Refute the rumor: R2 is released as fake news."

Shanghai Pudong official announcement: Ali is the embodiment of intelligence and robotics business

Shanghai Ant Lingbo Technology Co., Ltd. held an unveiling ceremony in Pudong, Shanghai. Ant Lingbo Technology is the main carrier for Ant Group to expand its embodied intelligence and robotics business, and is committed to building industry-leading robot products in the fields of family, elderly care, and medical health. This landing will help Pudong build an embodied intelligent innovation highland led by humanoid robots and an innovative industrial ecology with industry influence. Previously, Ant Group has announced that its registered Shanghai Ant Lingbo Technology Co., Ltd. will focus on embodied intelligence technology and product research and development. In the future, Ant Group will continue to deploy and increase its investment in AI.

The Ministry of Industry and Information Technology (MIIT) issued the Measures for the Domestic Coordination and Management of Satellite Networks (Provisional).

The Ministry of Industry and Information Technology recently issued the Measures for the Domestic Coordinated Management of Satellite Networks (Provisional). First, the basic principles of domestic coordination have been clarified. It stipulates the criteria for determining the status of domestic coordination, the division of responsibilities of each unit, the handling of interference and supervision measures, etc. Second, the domestic coordination procedures have been standardized. It clarifies the conditions and processes for the establishment of domestic coordination relations, and the time limit requirements for the collection, summary and publicity of domestic coordination needs, as well as coordination feedback. Third, the domestic coordination mechanism has been optimized. It strengthens the overall coordination role of the National Radio Office, proposes a situation that does not need to establish a domestic coordination relationship, reduces the scope of domestic coordination objects, and introduces five forms of domestic coordination to reduce the complexity of domestic coordination.

Depth:

[Announcement of the Science and Technology Innovation Board].

Jingfeng Mingyuan: The net profit loss in 2024 will be 33.0513 million yuan, and it is planned to distribute 5 yuan in 10 distributions

Jingfeng Mingyuan (688368) released its 2024 annual report, achieving operating income of 1.504 billion yuan in 2024, a year-on-year increase of 15.38%; The net profit loss was 33.0513 million yuan, a year-on-year decrease. The company intends to distribute a cash dividend of 5 yuan (tax included) to all shareholders for every 10 shares. During the reporting period, the revenue of AC/DC power chips increased by 39.64% compared with the same period last year, and it has now entered the stage of market expansion, and the company's second growth curve has increased significantly; The revenue of motor control drive chips increased by 95.67% compared with the same period last year, relying on the rapid development of electric travel and other businesses, the company further strengthened its technology and product capabilities in the field of motor control drive chips to achieve rapid growth.

Jingzhida: It is planned to repurchase the company's shares for employee stock ownership plans or equity incentives with 30 million yuan to 50 million yuan

Jingzhida (688627.SH) announced that the company intends to repurchase the company's shares in a centralized bidding transaction, with a repurchase amount of not less than 30 million yuan (inclusive) and no more than 50 million yuan (inclusive). The repurchased shares will be used for employee stock ownership plans or equity incentives. The repurchase price shall not exceed 120.34 yuan per share (inclusive). The repurchase period shall not exceed 12 months from the date of approval of the final share repurchase plan by the Board of Directors.

Shengmei Shanghai: resignation of directors and deputy general manager and adjustment of core technical personnel

SHENGMEI SHANGHAI (688082.SH) ANNOUNCED THAT DIRECTORS HAIPING DUN, STEPHEN SUN-HAI CHIAO, AND LUO QIANLI RESIGNED FOR PERSONAL REASONS AND NO LONGER HELD ANY POSITIONS IN THE COMPANY. DEPUTY MANAGING DIRECTOR SOTHEARA CHEAV RESIGNED DUE TO REACHING THE STATUTORY RETIREMENT AGE AND NO LONGER HOLDS ANY POSITION IN THE COMPANY. THE COMPANY NO LONGER RECOGNIZES CHAIRMAN HUI WANG AND DEPUTY GENERAL MANAGER SOTHEARA CHEAV AS THE COMPANY'S CORE TECHNICAL PERSONNEL. This personnel change will not have a significant adverse impact on the company's technology research and development and core competitiveness.

Bide Pharmaceutical: Li Tao, director, secretary of the board of directors and chief financial officer, resigned due to personal reasons

Bide Pharmaceutical (688073.SH) announced that the company's board of directors recently received Li Tao's resignation application, Li Tao applied for resignation from the company's board of directors secretary and chief financial officer for personal reasons, and at the same time resigned as a director and a member of the strategy committee. Li Tao's resignation will take effect from the date of delivery to the company's board of directors. Li Tao has completed the handover of relevant work and archives, and his resignation will not adversely affect the company's production and operation. Before the company hires a new secretary of the board of directors, Dai Lan, chairman of the board of directors of the company, will temporarily perform the duties of the secretary of the board of directors.

Jinghua Micro: plans to set up a branch in Chengdu

Jinghua Micro (688130.SH) announced that the company held the 13th meeting of the second board of directors on March 11, 2025, and deliberated and approved the proposal to set up a branch in Chengdu. This matter is within the approval authority of the board of directors and does not need to be submitted to the general meeting of shareholders for deliberation. The name of the branch is planned to be Hangzhou Jinghua Microelectronics Co., Ltd. Chengdu Branch, and the person in charge is Tan Shaoneng. The purpose of the establishment is to improve the company's organizational structure and enhance the efficiency and comprehensive competitiveness of business operation and management based on the consideration of the overall development plan. This matter will not have a material adverse effect on the Company's overall business.

Jinguan Electric: Won the bid for the second batch of framework bidding projects for main network line materials of China Southern Power Grid Corporation in 2024 The winning bid amount is about 50.9832 million yuan

Jinguan Electric (688517.SH) announced that the company won the bid for the 35kV-220kV line arrester and 500kV line arrester products in the second batch of framework bidding projects of the main network line materials of China Southern Power Grid Corporation in 2024, with a total bid amount of about 50.9832 million yuan. The winning bid amount accounts for about 6.87% of the company's operating income in 2024. At present, the project has been publicized as the winning candidate, but the company has not signed a formal contract with the tenderer, and there is uncertainty.

Otway: Won the bid for the procurement project of aluminum wire bonding machine of China Resources Microelectronics with an amount of about 40 million yuan

Otway (688516.SH) announced that the company won the bid for the aluminum wire bonding machine procurement project of China Resources Microelectronics Co., Ltd., with a total bid amount of about 40 million yuan. Since the average acceptance period of equipment is 6-9 months, affected by the specific delivery and acceptance time of the project, there is uncertainty about the impact of the winning project on the performance in 2025, but it is expected to have a positive impact on the company's operating performance in 2026.

Huiyu Pharmaceutical: Certeppa for injection obtained the drug registration certificate

Huiyu Pharmaceutical (688553.SH) announced that its wholly-owned subsidiary, Sichuan Huiyu Haiyue Pharmaceutical Technology Co., Ltd., recently received the "Drug Registration Certificate" approved and issued by the State Drug Administration for the company's product setepa for injection.

[Venture capital vane].

Amio Robotics received about 100 million yuan in seed round financing

Recently, Amio Robotics completed a seed round of financing of about 100 million yuan, and the investors in this round are Xianfeng Evergreen, Anker Innovations, and Z Fund. The funds from this round of financing will be used to increase R&D investment, further expand the market and upgrade the team. Founded in 2024, Amio Robotics is a robot developer focusing on robot applications in large-scale commercial scenarios. This is the first public funding round for Amio Robotics. The addition of Xianfeng Evergreen, Anker Innovations and Z Fund will provide financial and resource support for Amio Robotics to help its development in the field of commercial service robots.

Huachen Xinguang completed 200 million yuan in A+ round of financing

Recently, Zhejiang Huachen Xinguang Technology Co., Ltd. completed a 200 million yuan A+ round of financing. Founded in 2021, Huachen Xinguang focuses on the R&D and manufacturing of high-reliability semiconductor laser chips, mainly serving optical communications, lidar and other fields. The company has received multiple rounds of financing, including angel rounds, Pre-A rounds and Series A rounds, with investors including well-known institutions such as GGV Capital and Sunway Ventures. This round of financing will be used to expand production scale and R&D investment, and further consolidate its leading position in the field of semiconductor laser chips.

Jieyang Microelectronics completed about 100 million yuan in Series B financing

Recently, Shenzhen Jieyang Microelectronics Co., Ltd. completed about 100 million yuan in Series B financing, and this round of investors includes Yida Capital, Huaqiang Venture Capital, Sinan Investment and Torch Core Technology Co., Ltd. The funds from this round of financing will be used to further increase R&D investment, expand the market, and upgrade the team. Jieyang Microelectronics is a high-tech company focusing on the design of independent and innovative ranging positioning and wireless connection chips, and providing system solutions. The company's main products include UWB chips and chips, which are used in mobile phones, wearable devices, tags, locators, digital keys, smart homes, automobiles, and the Internet of Things.

Dolch Byrne received about 100 million yuan in Series B+ financing

Recently, Wuxi Dorch Byrne Motor Co., Ltd. completed about 100 million yuan in B+ round of financing, and the investors in this round are China Merchants Venture Capital, Wuxi Haichuang Investment and Wuxi Yuanheng. Dolch Byrne is a professional manufacturer of high-power motors, which was established in 2015. According to the data of the Venture Capital Connect of the Financial Associated Press, taking March 2025 as the forecast base time, the financing forecast probability in the next two years is 81.26%.