Transferred from: Finance Associated Press

"Science and Technology Innovation Board Daily" on March 27, the main contents of today's Science and Technology Innovation Board Morning Report are: the Ministry of Commerce pointed out that a number of "artificial intelligence + consumption" scenarios will be created; Huawang Automobile (GH Project) will acquire Evergrande Automobile's Nansha plant? GAC Group clarifies; Chengdu strives to reach 130 billion yuan in the core industry of artificial intelligence by 2025; Goertek's net profit in 2024 increased by 144.93% year-on-year.

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

[Market dynamics].

Ministry of Commerce: Promote the deepening application of artificial intelligence, virtual reality, big data and other technologies in the consumer field to create a number of "artificial intelligence + consumption" scenarios

The General Office of the State Council forwarded the Ministry of Commerce's "Several Measures to Support the Cultivation and Construction of International Consumption Center Cities", and held the Boutique Consumption Month in China's International Consumption Center Cities to increase the supply of high-quality goods and services. Promote the deepening application of artificial intelligence, virtual reality, big data and other technologies in the consumer field, and create a number of "artificial intelligence + consumption" scenarios. We will continue to trade in consumer goods and accelerate the promotion of smart homes, smart home appliances, and intelligent networked new energy vehicles. In-depth implementation of the "three products" (increasing variety, improving quality, creating a brand) strategy of consumer goods, high-quality development of the "three products" national tour, grading to create a phalanx of China's famous consumer products.

Shanghai: By 2027, the scale of intelligent computing will reach 200EFLOPS, and the proportion of independent and controllable computing power will exceed 70%.

The "Implementation Opinions of Shanghai Municipality on Promoting the Innovation and Development of the Intelligent Computing Cloud Industry (2025-2027)" was released, which proposes that by 2027, the scale of the city's intelligent computing cloud industry will strive to exceed 200 billion yuan, and an ecosystem with cloud-edge-end collaboration and a complete industrial chain will be basically formed. The scale of intelligent computing will strive to reach 200EFLOPS, of which independent and controllable computing power accounts for more than 70%; Build a number of comprehensive intelligent computing cloud platforms and a number of vertical intelligent computing cloud platforms, and form a number of intelligent computing cloud benchmark applications; Cultivate 1-2 strategic enterprises and 20 high-growth enterprises, and attract domestic and foreign leading cloud merchants to expand investment in Shanghai.

Shanghai: Actively deploy intelligent computing power to increase the scale of clusters

The "Implementation Opinions of Shanghai Municipality on Promoting the Innovation and Development of the Intelligent Computing Cloud Industry (2025-2027)" was released. Among them, it is proposed to upgrade and expand the intelligent computing infrastructure. Form a supporting intelligent computing cloud computing power cluster to improve the level of intelligent computing services. Focusing on key areas such as Pudong, Jinshan, Songjiang, Lingang, and Qingpu, we will actively deploy intelligent computing power, improve the scale of clusters, encourage intelligent computing cloud enterprises to deeply connect with intelligent computing centers, integrate existing intelligent computing chips, and upgrade resource management capabilities. Actively connect with extraterritorial intelligent computing resources such as the Yangtze River Delta and the central and western regions, stabilize the strategic cooperative relationship of computing power, and promote the overall coordination of edge computing nodes and data centers. Support intelligent computing cloud enterprises to explore the layout of overseas intelligent computing infrastructure, form computing power deployment, and form cluster linkage with domestic computing power.

OpenAI expects revenue to reach $12.7 billion in 2025

OpenAI expects revenue to reach $12.7 billion in 2025 and $3.7 billion in 2024. In addition, OpenAI is close to finalizing a $40 billion funding round led by SoftBank, with investors including Magnetar Capital, Coatue Management, Founders Fund, and Altimeter Capital Management. The deal will value the company at $300 billion.

GAC Group: It has never had any form of contact with Evergrande Automobile or other entities regarding the acquisition of the Nansha plant

GAC Group issued a statement saying that it was concerned about false rumors on the Internet that "Huawang Automobile (GH Project) will acquire Evergrande Automobile's Nansha plant". In order to avoid misleading the public and investors and maintain market order, GAC Group clarifies as follows: GAC Group and its subsidiary, Huawang Automobile (GH Project), have never had any form of contact with Evergrande Automobile or other entities regarding the acquisition of the Nansha plant.

Chengdu: Strive to reach 130 billion yuan in the scale of artificial intelligence core industry by 2025

On March 25, the Chengdu Artificial Intelligence Industry Chain Work Office held the "2025 Chengdu Artificial Intelligence and Robotics Industry Development Key Work Media Briefing" and released the "Key Points for the Development of Chengdu Artificial Intelligence Industry Chain in 2025". The "Key Points of Work" makes it clear that the scale of Chengdu's artificial intelligence core industry will reach 130 billion yuan by 2025, with a growth rate of more than 30%, and accelerate the creation of a national artificial intelligence and robotics industry development highland. Focusing on the "three elements of AI", Chengdu will continue to make efforts in three aspects: computing power, algorithms, and data. In terms of computing power, accelerate the construction of key data center projects, and strive to expand the scale of computing power in the city to 20,000P; Issue "hashrate coupons" and optimize the supply mechanism of "hash coupons". In terms of algorithms, 10 large models have been cultivated through the national record, and no less than 80 industry large models have been cultivated in total, and 30 core technologies have been tackled. In terms of data, we will accelerate the construction of national data labeling bases, introduce 20 data labeling enterprises, and build no less than 8 high-quality datasets and 5 data element service stations.

[Company Aspect].

SenseTime: Net loss in 2024 will be 4.3 billion yuan, narrowing by 33.7%, and generative AI revenue will exceed 2.4 billion yuan

SenseTime Group released its results for the year ended December 31, 2024, saying that its revenue for the previous year increased by 10.8% year-on-year to RMB3.772 billion, while its net loss in 2024 was RMB4.307 billion, a year-on-year decrease of 33.7%. Last year, generative AI revenue exceeded RMB2.404 billion, up 103.1% year-on-year. In 2024, the Group's gross profit was RMB1.62 billion, with a gross profit margin of 42.9%.

Goertek: Net profit in 2024 will increase by 144.93% year-on-year, and 10 distributions of 1.5 yuan are planned

Goertek (002241.SZ) announced that in 2024, it will achieve operating income of 100.954 billion yuan, a year-on-year increase of 2.41%; net profit was 2.665 billion yuan, a year-on-year increase of 144.93%. The company plans to distribute a cash dividend of 1.50 yuan (tax included) for every 10 shares, and will not convert the provident fund into share capital.

Tianqi Lithium: Net loss of 7.905 billion yuan in 2024 will turn from profit to loss year-on-year

Tianqi Lithium (002466.SZ) announced that the company will achieve operating income of 13.063 billion yuan in 2024, a year-on-year decrease of 67.75%; The net loss attributable to shareholders of the listed company was 7.905 billion yuan, and the profit in the same period was 7.297 billion yuan.

Xunjiexing: Planning to purchase 100% of Jiazhihong's shares, the stock will be suspended from tomorrow

Xunjiexing (688655.SH) announced that the company is planning to purchase 100% of the shares of Shenzhen Jiazhihong Electronics Co., Ltd. (hereinafter referred to as "Jiazhihong") by issuing shares and paying cash and raising matching funds. The transaction is expected to constitute a major asset restructuring. Trading in the Company's shares will be suspended from the market open on Thursday, March 27, 2025, and the suspension is expected to last no more than 10 trading days. Jiazhihong's general business items include: the production and sales of membrane switches and flexible circuit boards (including tinned lead); manufacturing of electronic components, etc.

NOVOSENSE: It plans to issue H shares and list them on the Hong Kong Stock Exchange

NOVOSENSE Micro (688052.SH) announced that the company intends to issue shares (H shares) overseas and list on the main board of the Hong Kong Stock Exchange to improve the company's comprehensive competitiveness, further promote the internationalization strategy, and use the international capital market to diversify financing channels. The issuance and listing of H shares are subject to the approval of the company's general meeting of shareholders, and have been filed with the China Securities Regulatory Commission and approved by the Hong Kong Stock Exchange and the Hong Kong Securities and Futures Commission. At present, the company is actively discussing with relevant intermediaries, and other specific details have not yet been determined.

JinkoSolar: JinkoSolar Holdings, the indirect controlling shareholder, will have total revenue of RMB 92.26 billion in 2024

JinkoSolar (688223.SH) announced that JinkoSolar Holdings, the indirect controlling shareholder, disclosed its fourth quarter and full-year results for 2024 on March 26, 2025, as well as its shipment forecast for the first quarter and full year of 2025. In the fourth quarter of 2024, shipments reached 26,462 MW with revenue of RMB20.65 billion, and for the full year, shipments reached 99,596 MW with total revenue of RMB92.26 billion.

Debang Technology: The chairman proposed to repurchase shares for 40 million yuan to 80 million yuan

Debang Technology (688035.SH) announced that Xie Haihua, one of the actual controllers and chairman of the company, proposed that the company repurchase part of the company's issued RMB ordinary shares (A shares) through the Shanghai Stock Exchange trading system through its own funds and repurchase special loan funds, with a total repurchase fund of not less than 40 million yuan (inclusive) and not more than 80 million yuan (inclusive). The repurchased shares will be used for employee stock ownership plans or equity incentives and will be cancelled at an appropriate time in the future.

[Frontier of science and technology].

The Chinese team successfully transplanted the gene-edited pig liver into the human body for the first time in the world

The

Chinese research team published a paper online in the British journal Nature on the 26th, London time, reporting the world's first successful case of transplanting the liver of a gene-edited pig into a brain-dead person.

Webb discovers the earliest reionized galaxies The important transition time of the early universe may be 330 million years after the Big Bang

Nature published a report on the 26th that the James Webb Space Telescope (JWST) detected the earliest known galaxy in the process of reionization. The discovery pushes cosmic reionization, an important shift in the early universe, to at least 330 million years after the Big Bang and opens up new insights into the nature of the earliest galaxies.

Quantum computers simulate two-dimensional quantum field theory at full scale

According to Nature Physics, researchers from the University of Innsbruck in Austria and the University of Waterloo in Canada have used a new quantum computer to realize the full-scale simulation of two-dimensional quantum field theory for the first time, opening up a new path for exploring the core mysteries of particle physics.

(Science and Technology Innovation Board Daily).