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[Beijing: Strive to have the scale of the city’s hydrogen energy industry chain exceed 40 billion yuan by 2030] On October 31, the Beijing Municipal Bureau of Economy and Information Technology recently issued the “Beijing Hydrogen Energy Industry Development Implementation Plan (2026-2030)”. It is proposed that by 2030, the cumulative number of fuel cell vehicles sold will exceed 10,000, more than 40 hydrogenation stations will be built, and large-scale applications in scenarios such as green chemicals and combined heat and power will be realized. The scale of the city's hydrogen energy industry chain will exceed 40 billion yuan, driving the Beijing-Tianjin-Hebei region to exceed 100 billion yuan, and build an independent, controllable, cost-effective, green and safe Beijing-Tianjin-Hebei hydrogen energy industry chain system.

#fuel cell #Beijing-Tianjin-Hebei #Chemical industry #Hydrogen energy #Autonomous and controllable #Carbon Neutral Futures10-31 11:41

[Shanghai: By 2030, core technologies will be independently controllable and scientific research results will be transformed into more than 100 projects] On October 26, Shanghai issued the "Shanghai Satellite Internet Industry Innovation and Development Action Plan (2027-2030)". It is mentioned that by 2030, core technologies will be independently controllable, and more than 100 scientific research results will be transformed; satellite-ground networks will be efficiently coordinated, with the total number of satellites in orbit exceeding 3,000; industrial clusters will be optimized and improved, and more than 100 high-quality enterprises and other entities will be cultivated; innovative applications will be deeply integrated to create "100+ benchmark demonstration applications"; and the scale of core industries will exceed 80 billion yuan.

#satellite #research #TMT Industry Observation #Autonomous and controllable10-26 17:05

[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.

#software #semiconductor chip #TMT Industry Observation #Domestic software #Autonomous and controllable #Industrial mother machine10-21 18:05

[National Railway Administration: Focus on promoting independent and controllable technological innovations such as chips] On October 12, the National Railway Administration released the "15th Five-Year Plan for Railway Science and Technology Innovation." The "Plan" proposes to focus on promoting the innovation of independent and controllable technologies such as chips, promoting the integrated application of new generation information technology, accelerating the research and development of new green and intelligent materials and the application of new technologies, and promoting a high degree of coordination between low-altitude technology and railway business. Focus on promoting the construction of high-quality data sets, strengthening the construction of railway big data platforms, strengthening railway data collaborative sharing and network security guarantees, and deepening basic research on the application of "artificial intelligence + railway".

#AI #network security #big data #chip #semiconductor chip #High-speed rail transit #Autonomous and controllable10-12 18:20

[Overseas photoresist prices rise, domestic verification cycle shortened from 1-2 years to 6-12 months] "Science and Technology Innovation Board Daily" reported on the 24th that in response to the joint announcement of price increases by Japanese photoresist giants, a photoresist company leader told the "Kechuangban Daily" reporter that a recent obvious change is that the speed of domestic substitution has accelerated significantly, the testing opportunities provided by downstream wafer fabs have increased significantly, and the basic verification cycle has generally been shortened from the previous 1-2 years to 6-12 months. The staff of Xinlian Integrated Securities Department added that photoresist is a small part of the company's overall cost, accounting for about 1%, which is very small. (Kechuangban Daily reporter Wu Xuguang)

#wafer #Futures Market Intelligence #Autonomous and controllable #Photoresist09-24 22:19

[Shanghai’s “Pearl Constellation Project” officially launched, aiming to build a gigawatt-level space-based computing constellation] On September 13th, the 2026 Pujiang Innovation Forum “Space Computing Power Industry Ecological Forum” was held in Shanghai. The reporter learned from the scene that the "Pearl Constellation Project" was officially launched. The long-term goal of the plan is to build a gigawatt-level space-based computing constellation, conduct on-orbit verification around domestic computing loads, optical computing loads, new energy systems, etc., and then gradually enter the first batch of satellite deployment and large-scale networking stages. It is planned to gradually build a global coverage, space-ground collaboration, independent and controllable space intelligent computing infrastructure and service network by 2030. (Interface News reporter Xu Meihui)

#satellite #Computing power #Infrastructure investment #Space computing power #Autonomous and controllable09-13 16:24

[Beijing: Create a global benchmark city for robot application where humans and machines collaborate together] On September 9, the Beijing Municipal People’s Government issued the “Beijing High-Precision Industry Development Plan during the 15th Five-Year Plan Period.” It pointed out that humanoid robots are the main direction of attack and will drive the level of intelligent equipment and manufacturing to a leap. Strengthen technology, apply dual traction, break through key technologies in multiple routes, and build high-level robot manufacturing and system supporting capabilities. Optimize the "intelligent robot+" system solution and create a global benchmark city for robot application where humans and machines work together. Promote the deep integration of intelligent algorithms and precision hardware, make good use of common technology verification platforms, and achieve large-scale supply of industrial motherboards. Break through key technologies such as high-end sensing and analysis and detection, focus on improving the performance of the entire machine and core components, and promote high-level independent control of high-end instruments. Improve the intelligence level of complete sets of equipment and strengthen system solution capabilities.

#humanoid robot #robot #algorithm #hardware #Smart manufacturing #Autonomous and controllable #Industrial mother machine09-09 15:43

[Beijing: Make major breakthroughs in developing new productive forces by 2030 The ability of high-tech industries to serve major national strategies has been further enhanced] On September 9th, Beijing's high-precision industry development plan for the "15th Five-Year Plan" period was released. By 2030, major breakthroughs will be made in the development of new productive forces, the ability of high-precision industries to serve major national strategies will be further enhanced, and industrial technological innovation capabilities, independent controllability capabilities, and regional driving capabilities will be significantly improved. Beijing will become an emerging industry highland with global influence and a future industry leader, promoting Beijing, Tianjin, and Hebei to become a more dynamic new industrialization demonstration zone. By 2035, the comprehensive strength of Beijing's high-precision and cutting-edge industries will rise significantly, and it will take the lead in basically realizing new industrialization. The role of Beijing, Tianjin and Hebei as the power source of high-quality development in the country will become more prominent.

#Futures Market Intelligence #TMT Industry Observation #Beijing-Tianjin-Hebei #Autonomous and controllable #new industrialization #new productivity09-09 15:42

[Heshun Petroleum: Will continue to increase investment in the semiconductor field in the future] On September 9th, Heshun Petroleum stated at the 2026 semi-annual online performance briefing meeting that the company's refined oil retail and wholesale business has entered a critical period of structural adjustment, transformation and upgrading. The semiconductor industry that the company is transforming and developing is in a critical period of development with rapid growth in downstream demand and domestic substitution, and has a broad market space. The company has acquired Kuixin Technology, which is an important starting point for the company's transformation into the semiconductor industry. In the future, the company will continue to increase investment in the semiconductor field, gradually achieve diversified development, and hedge the cyclical risks of its traditional main business.

#semiconductor #Futures Market Intelligence #Crude oil market dynamics #semiconductor chip #Autonomous and controllable09-09 12:30

[China's first 500MW independently controllable heavy-duty gas turbine exported to Malaysia] On September 8, Shanghai Electric successfully won the bid for the Malaysian Samalaju 500MW gas-steam combined cycle generator project. The acquisition of this project marks an important step for Shanghai Electric to independently export heavy-duty gas turbines overseas. It provides strong support for China's production capacity in the current shortage of foreign heavy-duty gas turbines. It marks that Shanghai Electric has achieved from single-unit manufacturing to 25 heavy-duty gas turbines. The technology coverage of Changchun Xie's entire life cycle is comparable to the first echelon of international heavy-duty gas turbines.

#Futures Market Intelligence #electricity #Autonomous and controllable09-08 12:16