B[National Bureau of Statistics: Electronics industry profits increased 1.1 times year-on-year from January to August, contributing 62.0% to the profit growth of all industrial enterprises above designated size] 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. The electronics industry has significantly contributed to profit growth. The application of new technologies represented by artificial intelligence has accelerated its expansion, driving the expansion of demand in related fields and promoting the rapid growth of profits in the electronics industry. From January to August, the profits of the electronics industry increased 1.1 times year-on-year, contributing 62.0% to the profit growth of all industrial enterprises above designated size. It is an important support for the rapid growth of profits of industrial enterprises above designated size. Among them, emerging scenarios such as new energy vehicles, the Internet of Things, and computing power centers have driven increased demand for chips. The profits of the related optoelectronic device manufacturing and semiconductor discrete device manufacturing industries have increased by 72.0% and 51.8% respectively. The rapid development of electronic basic raw materials has driven the profits of electronic special materials manufacturing and electronic circuit manufacturing industries to increase by 2.3 times and 49.1% respectively. B[Shandong issued smart agriculture implementation opinions, focusing on creating 300 high-level smart agriculture application scenarios] September 24th, Shandong Province recently issued the "Implementation Opinions on Vigorously Developing Smart Agriculture", proposing in-depth implementation of the "artificial intelligence + agriculture" action, accelerating the all-round and full-chain promotion and application of modern information technologies such as the Internet of Things, big data, artificial intelligence, and robots in the agricultural and rural fields, and creating a national highland for the development of smart agriculture. By 2030, Shandong will build 80 digital agriculture development counties, focusing on creating 300 high-level smart agricultural application scenarios, and the informatization rate of agricultural production in the province will reach more than 60%. B[Ministry of Agriculture and Rural Affairs: Vigorously promote "artificial intelligence +" agriculture and expand application scenarios such as drones and the Internet of Things] On September 20, the party group of the Ministry of Agriculture and Rural Affairs held a meeting on the 20th. The meeting emphasized the need to cultivate and expand the agricultural machinery equipment industry as a key support for agricultural modernization, adhere to the direction of intelligent, green, and integrated development, focus on high-end intelligence, agricultural machinery suitable for hilly and mountainous areas, and other outstanding shortcomings, concentrate on superior resources, tackle key breakthroughs in a number of iconic complete machines and key common technologies, accelerate pilot verification and mature applications, and make more areas of agricultural production "organically available and well-used." It is necessary to vigorously promote "artificial intelligence +" agriculture, expand application scenarios such as drones and the Internet of Things, and allow new productivity to better empower the development of modern agriculture. B[Ministry of Housing and Urban-Rural Development: The industrial upgrading of the construction industry during the "15th Five-Year Plan" period anchors the direction of intelligent, green, and integrated development] On September 18, Li Xiaolong, chief engineer of the Ministry of Housing and Urban-Rural Development, said at a press conference of the State Council Information Office that the construction industry is at a key node for quality improvement and upgrading during the "15th Five-Year Plan" period. In promoting industrial upgrading, we anchor the development direction of intelligence, greenness and integration, adhere to innovation-driven technological empowerment, and deeply integrate the now familiar big data, Internet of Things, and AI with the traditional construction industry. B[China's logistics supply chain finance is expected to maintain a high growth rate during the "15th Five-Year Plan" period] September 17th, the reporter learned from the China Federation of Logistics and Purchasing today that with the continuous release of policy dividends and the continuous optimization of the institutional environment, the scale of China's logistics supply chain finance market has grown steadily, and is expected to maintain a high growth rate during the "15th Five-Year Plan" period. According to reports, during the "15th Five-Year Plan" period, the average annual compound growth rate of logistics supply chain finance is expected to remain in a relatively high range of 12% to 20%, showing a growth trend of high and stable growth, especially cross-border logistics financing, green logistics equipment financing and other subdivided scenarios will become the core of growth. At the policy level, many places have incorporated supply chain finance into implementation plans to reduce logistics costs for the whole society. Through fiscal interest discounts, core enterprise rights confirmation, rewards and subsidies and other fiscal coordination policies, financial resources are guided to accurately drip-feed the real economy, while adhering to the bottom line of trade authenticity and preventing idling funds and pseudo supply chain financial risks. In addition, artificial intelligence, blockchain, Internet of Things, big data and other technologies are deeply integrated with logistics scenarios, solving pain points such as difficult supervision of movable assets and opaque information, providing a broad space for industry and financial innovation. (CCTV News) B[China’s innovative aquaculture practices unveiled at the United Nations Food and Agriculture Organization’s Committee on Fisheries] September 13th, the 37th session of the United Nations Food and Agriculture Organization’s Committee on Fisheries was held in Rome, Italy, from September 7th to 11th. During the meeting, China held a side event on the theme of aquaculture to share China's practices in green farming, technological innovation and other aspects with representatives from many countries and international organizations. During the meeting, China and the Food and Agriculture Organization of the United Nations co-hosted a side event on "Promoting Aquaculture Innovation and Jointly Promoting Green and Sustainable Development". Representatives from multiple aquaculture countries and international organizations conducted exchanges on topics such as technological innovation, regional cooperation and development. The Chinese side focused on China's exploration and practice in the fields of sustainable breeding, modern facilities and equipment, and digital management. In 2025, China's aquaculture output will be 63.26 million tons, accounting for 83% of the total aquatic product output. In recent years, new technologies such as artificial intelligence, the Internet of Things, and deep-sea breeding equipment have accelerated their entry into China's aquaculture production, promoting the transformation of traditional breeding into a green and intelligent direction. (CCTV News) A[Hubei: Focus on optical communications, high-end chips, Beidou high-precision positioning, etc. to carry out concentrated research and promote original innovations in cutting-edge directions such as artificial intelligence, embodied intelligence, quantum technology, brain-computer interface, 6G] On September 10, the Hubei Provincial People's Government issued the "15th Five-Year Plan for the Construction of Digital Hubei". The plan points out that research on key technologies in the field of digital intelligence will be strengthened. Carry out concentrated research around optical communications, high-end chips, Beidou high-precision positioning, communication, navigation and remote integration, Internet of Things, heterogeneous computing power scheduling, multi-modal artificial intelligence, and trusted data circulation, and promote original innovations in cutting-edge directions such as artificial intelligence, embodied intelligence, quantum technology, brain-computer interfaces, and 6G. Promote iterative optimization and lightweight adaptation of general large models, and build industry models focusing on industry, cultural tourism, water conservancy, emergency and other fields. Improve the level of independent and controllable security. Relying on the East Lake Science City, the Optics Valley Science and Technology Innovation Corridor, and the National Memory Base, we will carry out independent secure computing key technology research around storage and computing integration, computing power chips, operating systems, databases, middleware, etc., and strengthen the research and development of underlying technologies.
Promote the pilot application of autonomous security computing in government affairs, finance, energy, and key industries. Build an innovative ecosystem that deeply integrates industry, academia, and research. Build high-level scientific research platforms and talent bases around optoelectronic information, intelligent connected cars, 6G, quantum technology and other directions. Lay out a concept verification center in the field of digital intelligence and strive to create a national artificial intelligence application pilot base. Support the construction of an industry-education integration platform, accelerate the layout of disciplines such as embodied intelligence, data science and engineering, and support vocational colleges to strengthen the cultivation of digital skills talents. Innovate technology financial models and products, and guide social capital to invest in early digital intelligence technology projects. B[Inhandong: It has carried out technical research around embodied intelligent robots, mainly for industrial flexible manufacturing scenarios] September 10th, Inhandong said at the 2026 semi-annual online performance briefing held on September 10 that the company has currently carried out forward-looking technology research around embodied intelligent robots, focusing on laying out underlying technologies such as 3D visual recognition, smart actuators, motion control and autonomous learning, mainly for industrial flexible manufacturing scenarios. The project is still in the research and development and technology reserve stage, and the company will continue to promote relevant research and development investment based on technology maturity and market demand. In addition, the company will continue to invest in AI+Internet of Things in the future, focusing on AI edge computing, AI vehicle vision solutions, AI native routers, AI Agent and cloud platform intelligence. At present, some projects have entered the product release, customer verification and market introduction stages. The company is also continuing to promote the integration of AI technology with enterprise networks, industrial communications, vehicles, digital power distribution and other businesses. B[Beijing: Improve the energy level of high-speed communication networks and plan ahead for future communication networks] On September 9, the Beijing Municipal People's Government issued the "Beijing Digital Economy Development Plan during the 15th Five-Year Plan Period." It pointed out that the energy level of high-speed communication networks should be improved. Build the world's leading "double 10G" city and achieve continuous coverage of 5G-A and 10G optical networks across the entire region. Promote the construction and operation of the new national (Beijing) Internet exchange center and create an all-optical backbone intelligent network. Promote the deployment of Beijing's quantum metropolitan area network and cover key scenarios such as core government areas on demand. Accelerate the upgrade of Internet Protocol version 6 (IPv6) for infrastructure such as fixed networks, mobile networks, and the Internet of Things, and fully support IPv6. Plan ahead for future communications networks. Build a low-orbit satellite Internet system, promote the deep integration of 5G, 6G (sixth generation mobile communications) and satellite communications, and create an integrated air, space and ground network. Promote the deployment of 6G trial networks and cultivate a full-chain industry of R&D, testing, and operation. B[Anhui: Continue to support the construction of the China Construction (Anhui) Internet platform] On September 9, the Anhui Provincial Department of Housing and Urban-Rural Development recently issued the "Anhui Province Urban Renewal "Fifteenth Five-Year Plan"", which proposes to continue to support the construction of the China Construction (Anhui) Internet platform. Deepen the integrated application of Building Information Modeling (BIM), Internet of Things and other technologies in renovation projects, vigorously develop intelligent construction, cultivate a modern construction industry chain, and promote the construction industry to "go global." Promote the coordinated development of intelligent construction and the construction industry, and build an intelligent construction industry system covering the entire industry chain including scientific research, design, production and processing, construction assembly, and operation. Promote smart construction equipment such as smart lifts and smart remote-controlled tower cranes, and promote the integrated and innovative applications of automated construction machinery, construction robots, drones, 3D printing and other equipment. B[Ministry of Industry and Information Technology: Strengthen the coordination of high, medium and low orbit satellite constellations to enhance the capacity of high orbit wide and narrowband communication satellite systems] On September 7, the Ministry of Industry and Information Technology issued the "15th Five-Year Plan for the Development of the Information and Communications Industry". It mentioned that the coordination of high, medium and low orbit satellite constellations should be strengthened, the capacity of high-orbit wide and narrow-band communication satellite systems should be improved, and the networking service capabilities of low-orbit satellite Internet, high-orbit satellite communication systems, and satellite Internet of Things should be enhanced. Promote the deep integration of satellite networks and terrestrial communication networks, coordinate the construction of satellite-ground interconnection centers, and carry out applications such as direct connection of mobile phones to satellites and satellite Internet of Things. Make full use of terrestrial communication facilities such as 5G/5G-A to promote low-altitude communication network coverage as needed. Actively explore the deployment of 5G air-to-ground communications (5G-ATG), expand the scale of route technology trials in a timely manner, and promote the development of airborne communications. Explore the application of high-altitude floating platforms such as stratospheric airships and solar drones to improve the coverage and quality of communication networks. Promote the integrated development of “5G+Beidou”. B[Ministry of Industry and Information Technology: Improve low-orbit satellite Internet capabilities and achieve global satellite broadband communication network coverage] On September 7, the Ministry of Industry and Information Technology issued the "15th Five-Year Plan for the Development of the Information and Communications Industry." It mentioned that improving the Internet capabilities of low-orbit satellites. Achieve global satellite broadband communication network coverage, improve low-orbit satellite payload functions and performance, achieve single-star capacity exceeding 100 Gbps, support core capabilities such as inter-satellite links and on-board processing, and provide high-speed satellite Internet services. Lay out the star-ground interconnection center. Strengthen the nationwide layout, safely and orderly guide cross-network traffic between satellite communication networks, terrestrial communication networks, and satellite communication networks, and promote efficient interconnection of space and ground infrastructure. Deepen commercial trials of satellite IoT. Carry out verification and evaluation of key technologies and equipment, promote the application of satellite Internet of Things, and provide wide-area connections between air, space, ground and sea for various equipment and transportation vehicles. Promote mobile phone direct connection to satellite applications. Promote deep integration with terrestrial 5G/6G mobile communication networks, and timely carry out direct-connect satellite applications for existing mobile phones and direct-connect satellite applications for mobile phones and other terminal devices based on non-terrestrial networks (NTN). B[BGI Jiutian: Plans to invest 90 million yuan to participate in the establishment of an investment fund Mainly invested in semiconductors, mobile communications and other fields] On September 2, Huada Jiutian (301269.SZ) announced that the company, as a limited partner, subscribed for a share of Qingdao Jianguang Shuangchuanghuixin Equity Investment Partnership with 90 million yuan of its own funds. The fund has a total subscribed capital of 451 million yuan and mainly invests in semiconductors, mobile communications, automotive electronics, robots and intelligent manufacturing, the Internet of Things, etc., aiming to strengthen strategic cooperation between the upstream and downstream of the industrial chain and jointly build a domestic EDA ecosystem. B[Ministry of Commerce: Mutual benefit and win-win results in China and ASEAN's production and supply chains will be promoted from three aspects] On September 1, Wang Liping, Director of the Asia Department of the Ministry of Commerce, said that in the next step, mutual benefit and win-win results in the production and supply chains of both parties will be promoted from three aspects. In terms of strengthening cooperation in emerging fields, we support the deepening of mutual investment in the digital economy, green development, blue economy and other fields, and rely on carriers such as "two countries, two parks" and cross-border industrial parks to promote efficient linkage in R&D innovation, production and manufacturing, scenario application and other links, and create an emerging industry ecosystem with complementary advantages and deep inter-embeddedness. In terms of strengthening regional connectivity, we should vigorously develop multimodal transport models such as "rail-sea" and "river-rail-sea" to continuously improve the efficiency of port operations, break up cross-border circulation chokepoints, effectively improve the efficiency of resource allocation, and promote the free flow of key products and services between China and ASEAN. Continue to promote mutual recognition cooperation in standards and conformity assessment, reduce compliance costs for enterprises, improve trade facilitation, and provide a stable and predictable market environment for enterprises to carry out cross-border cooperation. In terms of strengthening digital intelligence empowerment, digital intelligence upgrading is the only way to promote the modernization of the China-ASEAN regional production and supply chain. Enterprises on both sides are encouraged to actively use modern digital technologies such as artificial intelligence, big data, and the Internet of Things to promote information interconnection in all aspects of production, logistics, and trade, stimulate the vitality of data elements, and create a more resilient industrial and supply chain.
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