B[AI and price increases are two-wheel drive, more than 130 A-share companies have predicted positive third-quarter results] On October 19, Wind data showed that as of 18:00 on October 18, 159 A-share companies had released third-quarter performance forecasts, of which 132 companies had predicted positive results, including 98 companies forecasting increases, 13 companies turning losses, and 21 companies reporting slight increases. The overall proportion of positive results reached 83.02%. 61 companies including Hengli Petrochemical, Lianxun Instruments, Fudan Microelectronics, and Hanyu Pharmaceuticals expect net profits attributable to their parent companies to increase by more than 100% year-on-year, and 7 of them predict an increase of more than 10 times. Sorting out the drivers of performance growth, we mainly focus on two main lines: First, the AI industry chain continues to be booming, and the demand for computing power, servers, optical modules, PCBs, semiconductors and other links is strong, driving orders and profits of related companies to improve; second, the prices of cyclical products such as chemicals have rebounded, and the supply and demand pattern of some subdivided products has improved, promoting the restoration of corporate gross profit margins. In addition, overseas business has maintained rapid growth and also provided incremental support for industries such as electronics, chemicals, medicine, and computers. (Shanghai Securities News) B[The U.S. ITC issued a final ruling on Part 337 of systems, equipment, software, compositions, chemicals, and laboratory supplies used to study proteins] October 14th, according to the China Trade Remedy Information Network, on October 13, 2026, the U.S. International Trade Commission (ITC) issued an announcement stating that certain systems, devices, software, compositions, chemicals, and laboratory supplies for studying proteins (Certain Systems, Devices, Software, Compositions, Chemicals, and Laboratory Supplies for Studying Proteins, investigation number: 337-TA-1508) made a final ruling in Part 337: The preliminary ruling (No. 7) made by the administrative judge in this case on September 16, 2026 will not be reviewed, that is, the only named defendant is Zhejiang Nanomics Biotechnology Co., Ltd., of Hangzhou, China. China Luomi Life Technology is an absentee defendant, and the recommended relief measures are general exclusion orders and injunctions; both parties to the case, relevant government agencies and individuals can submit opinions on the proposed relief measures, public interests and deposits, etc., mainly considering public health and welfare, competitive conditions in the U.S. economy, U.S.-produced products that are similar or directly competitive with the products under investigation, and U.S. consumers. Written materials should be no more than 15 pages and submitted no later than October 30, 2026. B[The world's first embodied intelligent robot equipped with a nationally produced electronic architecture was unveiled] September 28th, a press conference for the embodied intelligent robot with a domestically produced electronic architecture was held in Yichang, Hubei Province on September 28. The world's first embodied intelligent robot equipped with a domestically produced electronic architecture was officially unveiled. The electronic architecture is the "intelligent nervous system" that determines the upper limit of the overall machine's performance, including the operating system, network, tool software and AI computing chips. According to experts, if a robot is regarded as a "person", then the electronic architecture is its nervous system - no matter how carefully the brain thinks, without the nervous system, action cannot take place. According to reports, this domestically produced electronic architecture can realize the isolation and integration of control and AI intelligent computing, build a nationally produced technology base from AI decision-making to physical execution, and provide technical options that can completely replace foreign solutions. B[National Bureau of Statistics: Profits in the optical fiber manufacturing and optical cable manufacturing industries increased by 5.3 times and 1.0 times respectively from January to August] On September 28, Yu Weining, chief statistician of the Industrial Department of the National Bureau of Statistics, interpreted the profit data of industrial enterprises from January to August 2026. From January to August, the profits of high-tech manufacturing industries above designated size increased by 54.7% year-on-year, and the growth rate was 39.0 percentage points higher than that of all industries above designated size. From an industry perspective, driven by the accelerated construction of computing infrastructure, profits in the optical fiber manufacturing and optical cable manufacturing industries increased by 5.3 times and 1.0 times respectively; in the fields of high-performance servers, workstations, and optoelectronic communications, computer machine manufacturing, computer peripheral equipment manufacturing, industrial control computer and system manufacturing, and communications systems The profits of the system equipment manufacturing industry increased by 3.9 times, 2.6 times, 1.3 times, and 48.7% respectively; the instrumentation and new medical equipment manufacturing industries accelerated development, and the profits of the navigation, surveying, mapping, meteorological and marine special instrument manufacturing, and dental equipment and appliance manufacturing industries increased by 2.2 times and 70.2% respectively. B[Beijing: Develop Beijing Ci Yuan Factory Graded Evaluation Standards, covering core technical indicators such as the number of model adaptations, Ci Yuan throughput speed, first word delay, cache hit rate, and power utilization efficiency (PUE)] On September 18, the Beijing Municipal Bureau of Economy and Information Technology and the Beijing Municipal Development and Reform Commission issued the "Beijing Action Plan to Accelerate the Economic Development of Ci Yuan (2026-2028)." It mentioned that the word factory should be built to high standards. Formulate the Beijing Ci Yuan Factory grading evaluation standards, covering core technical indicators such as the number of model adaptations, word throughput speed, first word delay, cache hit rate, power utilization efficiency (PUE), etc., optimize the guarantee of land resources, energy consumption indicators, communication networks and other elements, and provide support to the Ci Yuan Factory that leads the industry. B[Ten departments: The "15th Five-Year Plan" focuses on the development of rehabilitation medical devices such as exoskeleton robots, brain-computer interface driven exoskeletons, and AI gait analysis systems] On September 18, ten departments including the Ministry of Industry and Information Technology issued the "Fifteenth Five-Year Plan for the Development of the Pharmaceutical Industry." It is mentioned that the focus will be on the development of AI-assisted diagnostic products and key components such as high-end computed tomography (CT), magnetic resonance, and multi-modal AI pathology systems. Focus on the development of high-end radiotherapy systems, multi-modal AI surgical navigation and positioning systems, specialized and lightweight minimally invasive interventional surgical robots and other treatment equipment. Focus on the development of AI-driven closed-loop insulin pumps, non-invasive continuous blood pressure/glucose monitoring equipment, multi-parameter home heart failure management systems and other home medical devices. Focus on the development of rehabilitation medical devices such as exoskeleton robots, brain-computer interface driven exoskeletons, and AI gait analysis systems. B[New National Standard Released to Further Improve Intelligent Connected Automotive Software Security Governance System] September 14th, we learned today that the State Administration for Market Regulation (National Standards Administration) recently approved the release of the national standard "Automotive Software Quality and Defect Management Specifications". In terms of quality planning, the standard requires automobile manufacturers, software providers and relevant organizations upstream and downstream of the supply chain to establish a software quality and safety management system, implement 10 key quality assurance activities such as software safety management, historical problem avoidance, and status report monitoring, adapt to multiple development models, and strengthen the management and control requirements for artificial intelligence software, embedded software, cloud software and other types of objects. In terms of key process review and software risk assessment, the standard sets review nodes for five key processes including software project planning, requirements analysis, design implementation, software integration, and verification and confirmation, allowing for combined implementation based on the actual situation of the project. It is required to establish a software risk assessment mechanism, include software problems in each link into hierarchical assessment, and promote the transformation of quality control from "post-processing" to "defect prevention". (CCTV News) B[Turing Quantum releases the large-scale chip-level scalable optical quantum computer TuringQ Gen3] "Science and Technology Innovation Forum Daily" reported on the 12th that at the 2026 Pujiang Innovation Forum Achievements Conference on Science and Industry Integration Ecology Seminar on September 12, Turing Quantum founder Jin Xianmin officially released the TuringQ Gen3 large-scale chip-level scalable optical quantum computer, which is the world's first cabinet-based chip-level scalable optical quantum computer. TuringQ Gen3 is equipped with a high-speed programmable thin film lithium niobate optical quantum chip, integrating core modules such as quantum light source, programmable optical quantum processing chip, single photon detection, quantum-classical heterogeneous computing, etc. It supports the expansion of single-chip 10,000-photon level and million-mode computing resources, achieves chip-level quantum superiority verification, and will explore AI directions such as world models. Recently, Turing Quantum has been registered for listing guidance and plans to IPO in A-shares. The guidance agency is Cathay Haitong. (Kechuangban Daily reporter Li Mingming) B[The Ministry of Industry and Information Technology issued the "Implementation Plan for the "Artificial Intelligence + Software" Special Action"] On September 11, the Ministry of Industry and Information Technology issued the "Implementation Plan for the "Artificial Intelligence + Software" Special Action." It is mentioned that by 2028, the intelligence level of the software and information technology service industry will be significantly improved, a number of high-level intelligent programming tools and intelligent development platforms will be cultivated, and their promotion and application will cover 20,000 software companies above designated size. The intelligent upgrade of key software will achieve remarkable results, and a total of 100 intelligent technological transformation projects for software companies will be organized and implemented. New forms of software, represented by agent software, are emerging at an accelerated pace. 100 intelligent agent software benchmark applications have been created in key industries. Information technology services have leapt towards intelligence and value, forming a number of industry in-depth application solutions and typical scenarios. Positive progress has been made in the construction of open and collaborative open source communities, and more than five high-quality open source projects have been incubated. By 2030, the integrated development of artificial intelligence and software and information technology service industries will achieve a new leap, key software will be fully upgraded to intelligence, new business formats such as intelligent programming, intelligent software and intelligent services will become new growth poles of the industry, and a number of open source communities and industrial clusters with international influence will be built to promote China's software and information technology service industry to seize the commanding heights of the global value chain. B[U.S. company files Section 337 investigation application for specific vertical power transmission systems, their components and downstream computer systems] September 11th, according to the official website of the Ministry of Commerce, on September 9, 2026, Vicor Corporation of the United States filed an application with the U.S. International Trade Commission in accordance with Section 337 of the U.S. Tariff Act of 1930, charging that certain vertical power transmission systems, components thereof, and downstream computer systems exported to, imported and sold in the United States (Certain Vertical Power Delivery Systems, Components Thereof, and Computing Systems Containing the Same) infringes its patent rights and requests to initiate a Section 337 investigation and issue a limited exclusion order and injunction. Five Chinese companies were involved in the case. B[IDAS 2026 Design Automation Industry Summit was held in Shanghai: Shanghai will accelerate EDA/IP breakthroughs and strengthen cutting-edge technological innovations such as AI EDA] September 1st, according to the Shanghai Economic and Information Technology Commission, on the morning of September 1st, the "IDAS 2026 Design Automation Industry Summit" was successfully held at Shanghai Zhangjiang Science Hall. The summit focused on industry development hotspots such as Tao's Law, system collaboration and innovation for discussions and exchanges. EDA is a basic software tool for chip design, manufacturing, packaging and other aspects, and it is also the basis for supporting the ecological construction of the integrated circuit industry. Under the guidance and support of the Ministry of Industry and Information Technology, Shanghai has actively formulated and implemented EDA/IP innovative development support policies, established industry merger and acquisition funds, established the Shanghai EDA/IP Innovation Center and the EDA Development Promotion Association, accelerated the improvement of the industrial ecology, and helped enterprises become bigger and stronger. In the next step, Shanghai will focus on the innovative development of the entire integrated circuit industry chain, accelerate the construction of platform carriers, accelerate EDA/IP breakthroughs, strengthen cutting-edge technological innovations such as AI EDA, support product application promotion, continue to optimize the industrial ecology, and accelerate the creation of an integrated circuit design automation innovation highland with international influence and competitiveness. B[China's software business revenue increased by 9.2% year-on-year from January to July] On September 1, we learned from the Ministry of Industry and Information Technology that in the first seven months of 2026, China's software and information technology service industry was operating well, with steady growth in software business revenue, steady growth in total profits, and positive growth in software business exports. In the first seven months of this year, China's software business revenue was 8,978.5 billion yuan, a year-on-year increase of 9.2%; the total software industry profit exceeded one trillion yuan, a year-on-year increase of 1.3%. Software business exports amounted to US$40.61 billion, a year-on-year increase of 12.2%. The operation performance by field shows that the revenue of software products has grown steadily. In the first seven months, software product revenue accounted for 21.6% of the total industry revenue. Information technology services revenue continued to maintain double-digit growth. From January to July this year, information technology service revenue increased by 10% year-on-year, accounting for 68.7% of the industry's revenue. A[Ministry of Industry and Information Technology: Support service providers to strengthen their connection with national computing power network hub nodes, national computing power interconnection nodes, China computing power platform, etc.] On August 31, the General Office of the Ministry of Industry and Information Technology issued a notice on launching a special action to cultivate artificial intelligence application service providers. It is mentioned that the support and guarantee of service providers should be strengthened. Support service providers to strengthen their connection with the national computing power network hub nodes, national computing power interconnection nodes, China computing power platform, etc., and make good use of policy tools such as "computing power coupons" to reduce computing power costs. Optimize intelligent programming tools and improve software supply capabilities. Relying on the scenarios, data, models, agents and other achievements formed by actions such as "Module Resonance" and "Industrial Data Foundation Building", open calling interfaces or provide trial channels to service providers. Encourage universities, vocational schools and leading service providers to jointly build practical training bases to cultivate compound application talents in batches who "understand business, understand models, understand safety, and can deliver". Service providers are encouraged to build a frontline deployment engineer (FDE) team to take root at user sites and ensure the implementation of scenarios.
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