B[Demand for high-end industrial motherboards explodes, domestic industrial motherboard orders are scheduled for next year] October 28th, driven by emerging industries such as artificial intelligence and new energy, the demand for high-end industrial motherboards has continued to explode. In an industrial machine production workshop in Suzhou, Jiangsu, a six-axis PCB drilling machine has been assembled and is undergoing final testing before shipment. The relevant person in charge of the company told reporters that in the past two years, as the demand for high-end PCBs in the field of artificial intelligence has increased significantly, the company is also increasing the production capacity of related production lines. "In the first half of this year, the output of the company's main PCB (Printed Circuit Board) equipment has increased significantly compared with the same period last year. Among them, the output of advanced series equipment has exceeded twice that of last year. Orders have been scheduled for the second quarter of next year." Data show that in the first half of 2026, the domestic machine tool industry achieved revenue of 530.9 billion yuan, a year-on-year increase of 7.6%; total profits were 19.6 billion yuan, a year-on-year increase of 110.8%. (CCTV Finance) B[Industrial base machine concept moved up, Shenyang Machine Tools rose by the daily limit] On October 28, the concept of humanoid robots continued to strengthen, driving the industrial base machine concept to rise by the daily limit, Shenyang Machine Tools rose by the daily limit, Qiao Feng Intelligent rose by more than 10%, Hengfeng Tools, Weihong Co., Ltd., Qinchuan Machine Tool, Yizumi, etc. soared. In the news, the desktop five-axis CNC machine tool developed by a Chinese team became popular in overseas crowdfunding. The WM-100 raised more than one million US dollars in 40 minutes after it went online, and reached 2.2 million US dollars in 12 hours. B[Shanghai: Develop and promote physical AI equipment and develop intelligent manufacturing equipment such as robots, industrial machines, and testing equipment with autonomous sensing and decision-making capabilities] On October 27, the Shanghai Economic and Information Technology Commission issued the "Shanghai Action Plan to Accelerate the Development of a New Generation of Intelligent Manufacturing." It pointed out that new intelligent manufacturing equipment should be developed and promoted. Support the deep integration of AI technology and equipment to promote the upgrading of intelligent manufacturing equipment into equipment intelligence. Develop and promote physical AI equipment, develop intelligent manufacturing equipment such as robots, industrial machines, and testing equipment with autonomous sensing and decision-making capabilities, and promote equipment upgrades and large-scale applications based on the needs of smart factory construction. Support innovative breakthroughs in robots such as humanoid robots, collaborative robots, and high-precision heavy-duty robots; accelerate the iterative upgrades of AI-enabled ultra-precision grinders, large five-axis machine tools, high-speed dual five-axis mirror milling and other industrial machines; promote the construction of independent capabilities for testing equipment such as X-ray photon spectrometers, residual gas mass spectrometry, and industrial CT. A[General Office of the CPC Central Committee and General Office of the State Council: Promote decisive breakthroughs in key core technologies in key areas such as integrated circuits, industrial machines, high-end instruments, advanced materials, and biomanufacturing] On October 21, the General Office of the CPC Central Committee and the General Office of the State Council released the "Opinions on Promoting the In-depth Integration of Scientific and Technological Innovation and Industrial Innovation". It pointed out that breakthroughs in key core technologies should be used to improve the level of independent control of the industrial chain. Promote decisive breakthroughs in key core technologies in key areas such as integrated circuits, industrial motherboards, high-end instruments, advanced materials, and biomanufacturing. In-depth implementation of projects such as industrial base reconstruction and major technical equipment research, focusing on weak links in key areas, strengthening research on basic parts and components, breaking through key basic software, conquering key basic materials, and strengthening basic research and development of advanced basic processes and industrial technologies. B[Ministry of Science and Technology: During the “15th Five-Year Plan” period, the research and development of cutting-edge technologies such as artificial intelligence, quantum technology, biotechnology, and brain-computer interface will be strengthened] September 29th, Minister of Science and Technology Yin Hejun said at a press conference of the State Council Information Office on September 29th that during the “15th Five-Year Plan” period, key and core technologies will be fought to provide strong support for high-quality development and high-level security. Focus on the long-term development needs and strategic needs of the country, implement the major national science and technology projects that have been launched, and condense and deploy a number of major national science and technology projects for 2035. Focus on scientific and technological issues in national economic and social development, and comprehensively launch the implementation of the “15th Five-Year Plan” national scientific and technological key projects. The entire chain promotes research in key areas such as integrated circuits, industrial motherboards, and high-end instruments, and solves all stuck problems in the innovation chain. Strengthen the research and development of cutting-edge technologies such as artificial intelligence, quantum technology, biotechnology, and brain-computer interfaces to seize the commanding heights of scientific and technological development. B[The three departments issued the "Notice on the Development of the List of Industrial Machinery Enterprises that Enjoy the Super Credit Policy for Value-Added Tax in 2026"] On September 10, the Ministry of Industry and Information Technology, the Ministry of Finance, and the State Administration of Taxation issued the "Notice on the Development of the List of Industrial Machinery Enterprises that Enjoy the Super Credit Policy for Value-Added Tax in 2026." It is mentioned that the local industry and information technology departments, together with the finance and taxation departments, will strengthen daily supervision of the companies on the list according to the division of responsibilities. During the supervision process, if it is discovered that an enterprise has used false information to apply for inclusion in the list, it should be jointly verified in a timely manner and jointly submitted to the Ministry of Industry and Information Technology for review. The Ministry of Industry and Information Technology, together with the Ministry of Finance and the State Administration of Taxation, will review and notify the relevant regional industry, finance, and taxation departments for enterprises that do not meet the conditions, cancel their qualifications to enjoy the policy, recover relevant taxes and late fees in accordance with the law, and shall not apply to enjoy this preferential policy within three years.
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