The main contents of today's Science and Technology Innovation Board Evening News include: the European Union disclosed the details of the construction of 13 AI super factories; National Film Administration: will moderately reduce the number of American film imports; Beijing: By the end of 2027, the large-scale application of 5G will be fully realized.

[Hot Spotlight].

News-in-brief:

The European Union disclosed the details of the construction of 13 AI gigafactories

The European Union has embarked on a plan to build 13 AI gigafactories. The Gigafactory houses a supercomputer and a data center. European Commission President Ursula von der Leyen announced the "Invest in AI" initiative at the AI Action Summit in Paris, France, on February 11, which aims to mobilize 200 billion euros of investment to advance AI. Under this initiative, the EU will set up a special 20 billion euro fund for the construction of European AI gigafactories. According to the Continental AI Initiative, the supercomputers of the EU's best-performing AI gigafactories will be equipped with up to 25,000 high-end AI processors. Each gigafactory will have more than 100,000 high-end AI processors.

The National Film Administration responded to the US tariffs on China: it will moderately reduce the number of American film imports

In response to a recent reporter's question about whether the US tariffs on China will affect US film imports, a spokesman for the National Film Administration said that the US Government's erroneous act of indiscriminately imposing tariffs on China is bound to further reduce the domestic audience's favorability of US films. We will follow the rules of the market, respect the choice of audiences, and moderately reduce the number of American film imports. China is the world's second largest film market, and we have always adhered to a high level of opening up to the outside world, and will introduce excellent films from more countries in the world to meet market demand.

Beijing: By the end of 2027, the large-scale application of 5G will be fully realized

According to the Beijing Municipal Bureau of Economy and Information Technology, a few days ago, the Beijing Municipal Bureau of Economy and Information Technology and the Beijing Municipal Communications Administration jointly issued the "Beijing 5G Large-scale Application "Sailing" Action Upgrade Plan (2025-2027)" to clarify the blueprint for 5G development in the next three years and make every effort to build a leading 5G application benchmark city in China. The plan proposes to adhere to the overall promotion of high-quality development and high-level security, deepen industrial leadership, promote the integration and innovation of digital technology and the real economy, comprehensively enhance the industrial support, network service and ecological synergy of 5G large-scale applications, support the high-quality development of new industrialization, explore the development direction of 6G applications in a timely manner, carry out pilot trials of 6G applications, and achieve a wider, deeper and higher level of all-round empowerment, so as to build a benchmark city for Beijing's global digital economy. Economic and social modernization and transformation build a solid digital foundation. By the end of 2027, we will build a 5G development pattern of "universal capabilities, universal applications, and inclusive empowerment", fully realize the large-scale application of 5G, improve the application level of 5G empowerment in thousands of industries, and become a leading benchmark city for 5G applications in China.

According to the news, after Huang attended the Mar-a-Lago dinner, the White House changed the restrictions on Nvidia's H20 plan to export AI chips to China

Reuters quoted a report by National Public Radio (NPR) entitled "After Mar-a-Lago dinner, the Trump administration gave up on cracking down on Nvidia's AI chip H20", two sources told NPR that after artificial intelligence chip giant Nvidia CEO Jensen Huang went to Mar-a-Lago in Florida to attend a dinner last Friday (4th), the White House changed its plan to restrict Nvidia's H20 exports to China, and suspended further restrictions on the export of such chips. The White House and Commerce Department have not responded to requests for comment on the report, NPR said. Nvidia declined to comment.

Jack Ma appeared in the Alibaba Cloud Valley Park to participate in the Alibaba Cloud KO meeting

Jack Ma appeared in the Alibaba Cloud Valley Park today to participate in the Alibaba Cloud KO meeting (new fiscal year kick-off meeting). Photos from the scene show Jack Ma wearing an Alibaba Cloud 15th anniversary shirt and greeting employees. 、

TSMC's revenue in March was NT$285.96 billion, a year-on-year increase of 46.5

TSMC's revenue in March was NT$285.96 billion, up 46.5% year-on-year, and NT$839.25 billion in the first quarter, up 41.6% year-on-year.

Depth:

The tariff storm opens the "strategic window" of localization! What are the main lines of the "Cotter Valuation" market?

Tariff countermeasures are expected to accelerate the localization of medical devices, the core component of CT, which is expected to overtake

USB interface for AI ecosystem? Alibaba and Tencent fully support MCP to accelerate the outbreak of agents

[Announcement of the Science and Technology Innovation Board].

Kingsoft Office: The controlling shareholder of the company promised not to reduce the company's shares

Kingsoft Office (688111.SH) announced that the company's controlling shareholder, KingsoftWPSCorporation Limited, voluntarily promised that from April 10, 2025 to December 31, 2025, it will not reduce its holdings of the company's shares in any way, including the new shares obtained due to the conversion of the company's capital reserve into share capital, distribution of stock dividends, allotment, additional issuance and other matters. As of the disclosure date of the announcement, WPS Hong Kong held 238,387,351 shares of the company, accounting for 51.52% of the company's total share capital.

Shandong Diwei: The company's actual controller, Shandong University, plans to deepen the reform of the school-affiliated enterprise system, which may lead to changes in the controlling shareholder and actual controller

Shandong Diwei (688579.SH) announced that Shandong University, the actual controller of the company, is planning to deepen the reform of the school's affiliated enterprise system, which may lead to changes in the company's controlling shareholders and actual controllers. At present, the matter is still in the planning stage and there are uncertainties. The capital operation company holds 118,342,400 shares of the company, accounting for 29.58% of the company's total share capital, and is a wholly state-owned enterprise under Shandong University. At present, the controlling shareholder of the company is the capital operation company, and the actual controller is Shandong University.

West High Court: The net profit in the first quarter of 2025 was 62.9742 million yuan, a year-on-year increase of 12.10

The Western High Court (688334.SH) announced that the operating income in the first quarter of 2025 will be 207 million yuan, a year-on-year increase of 12.10%; The net profit attributable to shareholders of listed companies was 62.9742 million yuan, a year-on-year increase of 12.10%.

Maxic: It is expected that the net profit in the first quarter of 2025 will be 2 million yuan to 5 million yuan year-on-year

Maxic (688458.SH) announced that it is expected to achieve operating income of 123 million yuan to 128 million yuan in the first quarter of 2025, an increase of 30% to 35% year-on-year; The net profit attributable to the owners of the parent company was 2 million yuan to 5 million yuan, an increase of 15.2639 million yuan to 18.2639 million yuan year-on-year, and the loss was turned into profit. Through forward-looking product layout and vertical integration of the supply chain, the company has promoted the quality of operation to a new level, and its sales revenue has reached a record high. The growth in optical sensors and wireless charging products was the main reason for the revenue growth. At the same time, the company has achieved a significant optimization of net profit margin by optimizing product structure, integrating industrial resources, and improving internal operational efficiency.

Bloomage Biotech's revenue in 2024 will be 5.371 billion yuan, and the skin medical revenue will exceed 1 billion, a year-on-year increase of 43.57

Bloomage Biotech (688363. SH) released its 2024 annual report, showing that the company's revenue in 2024 will be 5.371 billion yuan, and the raw material business revenue will be 1.236 billion yuan, a year-on-year increase of 9.47%; The revenue of medical terminal business was 1.440 billion yuan, a year-on-year increase of 32.03%, of which the revenue of skin medical treatment was 1.073 billion yuan, a year-on-year increase of 43.57%. With a revenue of 2.569 billion yuan, the skin science innovation and transformation business will focus on glycobiology and cell biology from the cutting-edge research of basic biology in the future, and transform scientific research and innovation into consumer-level solutions. At present, Bloomage Biotech is in a critical period of transformation, and by gradually solving a number of key operation and management problems, it has returned to an entrepreneurial organization, laying a solid foundation for the company to achieve high-quality and sustainable development in the future.

Jingchen shares: It is planned to repurchase shares for 50 million yuan to 100 million yuan for employee stock ownership or equity incentives

Jingchen shares (688099.SH) announced that the company intends to repurchase shares with no less than 50 million yuan and no more than 100 million yuan, and the repurchase price does not exceed 121.58 yuan per share. The repurchased shares will be used for employee stock ownership plans or equity incentives. The chairman of the board of directors and the actual controller of the company proposed to repurchase the shares, and the board of directors has deliberated and approved the repurchase plan. The repurchase period is 12 months from the date of approval by the board of directors.

Guangge Technology: It is planned to repurchase the company's shares with 10 million yuan to 20 million yuan

Guangge Technology (688450.SH) announced that the company intends to repurchase part of the company's shares in a centralized bidding transaction, with a total capital of not less than 10 million yuan (inclusive) and no more than 20 million yuan (inclusive). The repurchased shares will be used to implement employee stock ownership plans or equity incentives. The repurchase price shall not exceed 36.77 yuan per share, and the repurchase period shall be within 12 months from the date of deliberation and approval by the board of directors.

Maider Medical: Wang Yuling plans to increase her shareholding in the company by 5 million yuan to 10 million yuan

Maider Medical (688310.SH) announced that the company recently received a notice from Wang Yuling, the spouse of Lin Junhua, the controlling shareholder, actual controller, chairman and general manager, that based on the confidence in the company's future development and the recognition of the long-term investment value of the company's shares, it intends to increase its holdings of the company's shares within 6 months from April 11, 2025 through the methods allowed by the Shanghai Stock Exchange trading system (including but not limited to centralized bidding, block trading, etc.). The aggregate amount of the increase shall not be less than RMB5 million and not more than RMB10 million.

[Venture capital vane].

Stardust Intelligent announced the continuous completion of hundreds of millions of yuan in Series A and Series A+ financing

Stardust Intelligent announced that it has continuously completed hundreds of millions of yuan in Series A and Series A+ financing, led by Jinqiu Fund and Ant Group, followed by old shareholders such as Yunqi Capital and Daotong Capital. Stardust Intelligence was established in Shenzhen in December 2022 and has completed multiple rounds of financing before that. Stardust Intelligence has launched Astribot S1, which is the industry's first AI-oriented integrated system architecture of software and hardware, and integrates the world's first rigid-flexible coupled transmission system. The S1 has a design similar to that of a human joint, with 7 degrees of freedom in a single arm, which can simulate human movement trajectory. In terms of AI capabilities, S1 has the ability to perceive, cognitive, and make real-time decisions in complex environments, as well as intelligent understanding and multi-modal interactive execution capabilities, and realize the generalization of general operations at the object, task, and environment levels.

RESS has received investment from many parties

Recently, according to the industrial and commercial change information, Shenzhen Ruishi Zhixin Technology Co., Ltd. has obtained equity financing, and the new investors are Puyao Xinye, CRRC Times High-tech Investment, Zhichen Investment, Yiling Capital, and Smart Internet Industry Fund. RESS is a developer of fusion vision sensors. According to the data of the Venture Capital Connect of the Financial Associated Press, taking April 2025 as the forecast base time, the financing forecast probability for the next two years is 88.12%.

Zhongsheng Suyuan completed 85 million yuan of B+ round of financing

Recently, Anhui Zhongsheng Susu Biotechnology Co., Ltd. completed 85 million yuan B+ round of financing, and the investors in this round are Hefei Industrial Investment, Guangzhou Pharmaceutical Group, Hanyuan Assets, and Guangzhou Kejin Holdings. ETS is engaged in the development of iPSC-derived cell therapy products. Previously, Zhongsheng Suyuan has completed multiple rounds of financing, including angel rounds, A rounds and B rounds, with investors including well-known institutions such as GGV Capital and Chenhui Venture Capital. According to the data of the Venture Capital Connect of the Financial Associated Press, taking April 2025 as the forecast base time, the financing forecast probability for the next two years is 81.52%.