B[National Bureau of Statistics: The "artificial intelligence +" action has effectively boosted investment and exports in emerging fields] On October 19, Wang Guanhua, spokesperson of the National Bureau of Statistics and head of the National Economic Comprehensive Statistics Department, said at a press conference of the State Council Information Office that the "artificial intelligence +" action in the first three quarters has effectively boosted investment and exports in emerging fields. The expansion of artificial intelligence applications has driven continued investment and expansion in the upstream and downstream of the industrial chain. For example, in the first three quarters, investment in electronic circuit manufacturing, integrated circuit manufacturing, and information services increased by 58.7%, 14.2%, and 20.2% respectively. With the support of the "two new" policies, enterprises accelerated their intelligent transformation, driving investment in equipment purchase to increase by 9.7%. At the same time, relying on the advantages of supporting the entire chain, China has quickly launched AI software and hardware products suitable for different scenarios, accurately meeting the needs of overseas markets. In the first three quarters, China's exports of electronic components, wires and cables and other products increased by 70% and 25.3% respectively. Terminal products such as AI glasses and intelligent bionic robots continue to enrich global artificial intelligence application scenarios. A[GEM Index and Science and Technology Innovation 50 both fell by more than 2%] On October 19, the index continued to weaken, with the GEM Index falling by more than 2.00%, the Shanghai Index falling by 0.35%, and the Shenzhen Component Index falling by 0.87%. Agriculture, computing hardware, semiconductor chips, medicine and biology, and real estate were among the top decliners, with nearly 4,100 stocks falling in Shanghai, Shenzhen and Beijing. A[The ChiNext Index fell more than 1%, nearly 3,800 stocks fell] On October 19, the index weakened, the ChiNext Index fell more than 1.00%, the Shanghai Index fell 0.33%, and the Shenzhen Component Index fell 0.31%. Agriculture, computing hardware, semiconductor chips and other directions were among the top decliners, with nearly 3,800 stocks falling in Shanghai, Shenzhen and Beijing. B[CITIC Securities: Optimistic about the continued rise of large-scale domestic models] On October 19th, CITIC Securities believes that Harness is expected to become a key part of DeepSeek's transformation from model supply to platform ecology, transforming open source and engineering advantages into user base, ecological influence and commercialization capabilities. As Agent competition expands from model capabilities to stable, easy-to-use, and low-cost task delivery, DeepSeek expands user and task coverage through plug-ins, scene presets, and cross-Agent collaboration, and extends Infra's advantages from software and hardware collaboration to complete task execution. Its long-term value lies in the accumulation of demand for ecological expansion, configuration and process precipitation to enhance product stickiness, and traceability capabilities to support security governance, jointly creating conditions for continued use and enterprise deployment. Based on the official model call, the company can also explore platform services and ecological transactions, transform ecological accumulation into more diversified revenue sources, and support product and ecological reinvestment. CITIC Securities is optimistic about the continued rise of domestic large-scale models. B[Four departments will carry out regular supervision and law enforcement to comprehensively control cheating at gas pumps] October 16th, the reporter learned today that according to the guidance jointly issued by the State Administration for Market Regulation, the Ministry of Public Security, the Ministry of Commerce, and the State Administration of Taxation in July this year, relevant departments will carry out regular supervision and law enforcement against cheating at gas pumps. The State Administration for Market Regulation will strengthen supervision at the source of production, consolidate the main responsibilities of gas pump manufacturers and gas station operators, and urge them to strictly implement the type approval and anti-cheating requirements for measuring instruments. Cooperate with relevant departments to explore and establish a mechanism for upgrading the software and hardware of gas pumps, and promote the update and iteration of anti-cheating technical standards. Resolutely cut off the black and gray industrial chain that knowingly participates in cheating equipment modification and software cracking, and fortify the entire chain from production, sales to use, increase the cost of illegal activities and reduce the motivation for cheating. At the same time, cross-department data sharing application pilots will be carried out through big data, Internet of Things and other technical means, and data sharing with public security, taxation, commerce and other departments will be deepened.
In addition, it guides various localities to establish a normalized mechanism for reporting clues and assisting in investigation and cooperation of cross-regional cases, and at the same time establishing rules and regulations to solve the problem of "qualitative difficulty" in grassroots law enforcement. In view of the pain points faced by grass-roots law enforcement such as difficulty in obtaining evidence and characterization, we should speed up the promulgation of fuel pump cheating law enforcement guidelines and electronic data evidence collection standards, unify national law enforcement standards and discretionary standards, and allow grassroots to have "rules and regulations to follow" when handling such high-tech law enforcement cases.
The Ministry of Public Security will rely on the "Clean Network" special operation to continue to intensify its crackdown on illegal and criminal activities involving gas pump cheating. It will keep a close eye on key links such as motherboard production, technology development, agency sales, installation and commissioning, and illegal use. It will strengthen precise crackdowns and dig deep into the gangs behind the scenes to ensure a thorough investigation.
In the next step, the State Administration of Taxation will rely on the multi-department normalized data sharing mechanism to obtain data on hazardous chemicals road transportation in batches, continue to improve and improve the risk indicator model based on taxation big data, and conduct regular scanning "physical examinations" at gas stations to accurately identify and respond to risks in a timely manner, so that criminals and violations of laws and regulations "have no way to hide." (CCTV News) B[The concept of humanoid robots rebounded in shock and Yushu Technology rose more than 5%] On October 16th, the concept of humanoid robots rebounded in shocks and Yushu Technology rose more than 5%. Bozhong Seiko, Joyson Electronics, Xingyuan Zhuomai, Lixing Co., Ltd., Zhongding Co., Ltd. and other stocks were among the top gainers. On the news, on the evening of October 12, New Sword Transmission released a response document to the GEM listing review inquiry letter, systematically sorting out its cooperative relationship and industry judgment with the Tesla Optimus industry chain. The document clearly states that the hardware design of Tesla Optimus V3 has been basically frozen and will soon enter the mass production cycle. A[The Philadelphia Semiconductor Index fell 3.65% at the opening and stocks in the AI hardware sector plummeted] On October 15th, the Philadelphia Semiconductor Index fell 3.65% at the opening and is now at 11,257 points. NVIDIA's stock price fell 3.09%, TSMC's stock price fell 4.22%, Broadcom's stock price fell 2.55%, SK Hynix's stock price fell 5.7%, Micron Technology's stock price fell 4.05%, AMD's stock price fell 5.48%, ASML's stock price fell 2.25%, Intel's stock price fell 5.51%, Lam Group's stock price fell 4.66%, Applied Materials' stock price fell 3.59%, ARM's stock price fell 4.13%. B[Huawei Huang Yu: The biggest challenge of Tao's Law lies in EDA tools] "Science and Technology Innovation Board Daily" reported on the 15th that Huang Yu, chief scientist of Huawei Semiconductor EDA, said today at the 2026 Bay Chip Exhibition that Huawei's Tao's Law is mainly divided into four layers: the most basic device layer, optimizing the transistor structure and interconnection method , compressing the device time constant from the source; the second layer is the link layer, which is our biggest innovation point; the third layer is the chip layer, where software and hardware are co-designed to form a new architecture; the fourth layer is the system layer, which is the well-known super node and cabinet interconnection, which requires better communication protocols and faster speeds. He said, "The biggest challenge of Tao's Law lies in EDA tools. At the same time, process challenges, engineering challenges and system design challenges also exist." (Kechuangban Daily reporter Wang Chufan) A[The Shanghai Index fell more than 2%, the Science and Technology Innovation 50 and the GEM Index both fell more than 3%] On October 15th, the index continued to weaken, the Shanghai Index fell more than 2.00%, the Shenzhen Component Index fell 2.54%, the Science and Technology Innovation 50 and the GEM Index both fell more than 3%. Computing hardware, semiconductor chips, coal, oil and gas were among the top losers, with nearly 5,100 stocks falling in Shanghai, Shenzhen and Beijing. B[Guangzhou Computing Power Industry Development Co., Ltd. is established and is held by Sui Hengyun, China Southern Power Grid, etc.] On October 14th, Guangzhou Computing Power Industry Development Co., Ltd. was established. Its business scope includes: sales of artificial intelligence hardware; retail of computer software, hardware and auxiliary equipment; wholesale of computer software, hardware and auxiliary equipment, etc. Qichacha’s equity penetration shows that the company is jointly held by Sui Hengyun A, China Southern Power Grid Digital Grid Group Co., Ltd. and others. B[Analysis of stocks with continuous boards on October 13: The promotion rate of stocks with continuous boards is nearly 30%, and the concept of ice and snow industry has suddenly emerged] A total of 67 stocks hit the daily limit today, and the total number of stocks with continuous boards is 10, including 5 stocks with three consecutive boards or above. On the previous trading day, there were a total of 18 stocks with continuous boards, and the promotion rate of stocks with continuous boards was 27.78% (excluding ST shares and delisted stocks). In terms of individual stocks, highly popular stocks have ebbed, with Zizhu Hi-Tech, North China Pharmaceuticals, and Inner Mongolia Xinhua falling by the limit, while Huashi Technology, Xinhua Wenxuan, Shanghai Xiba, etc. fell more than 8%. However, as the index bottomed out and rebounded, the speculation about the metaphysics of the "sheep" generation has also picked up. Baiyang shares have three consecutive boards, Huayang New Materials, Sunshine Dairy, Huayang International, Aoyang Health, etc. have hit the daily limit. Oriental Ocean, Ocean King, etc. once hit the plate during the session. Joyoung shares, which fell more than 7% in early trading, rebounded all the way and finally closed up 6.19%. In terms of sectors, computing power hardware stocks rebounded collectively. Aohong Electronics had 10 boards in 17 days, Jinbaize and Xunjiexing hit their daily limit of 20cm, and Tianfu Communications opened low and moved up and finally rose by more than 7%; the ice and snow industry suddenly emerged, with Jingxue Energy Saving's 20cm daily limit, Bingshan Lengre, Dalian Shengya, Snowman Group and other stocks hit their daily limit. On the news, "the crown of ice and snow" "Date in Longjiang" Heilongjiang Province Ice and Snow Tourism Development Promotion Association 2026-2027 Ice and Snow Season Promotion Conference and Launching Ceremony was successfully held in Guangzhou. A[GEM Index and Science and Technology Innovation 50 both fell by more than 3%] On October 13, the index weakened, with the GEM Index falling by more than 3%, the Shanghai Index falling by 1.10%, and the Shenzhen Component Index falling by 2.17%. Computing hardware, semiconductor chips, wind power, agriculture and other directions were among the top losers, with nearly 4,800 stocks falling in Shanghai, Shenzhen and Beijing. A[Shenzhen Component Index fell more than 2% and the Shanghai Composite Index fell more than 1%] On October 13, the index opened weakly, with the Shenzhen Component Index falling more than 2%, the Shanghai Composite Index falling 1.19%, and the ChiNext Index falling 2.50%. Computing hardware, semiconductor chips, wind power, agriculture and other directions were among the top losers, with nearly 5,000 stocks falling in Shanghai, Shenzhen and Beijing. B[Computing hardware stocks continue to weaken, Starnet Ruijie hits the limit] On October 12th, the decline in computing hardware stocks expanded in the afternoon, and Starnet Ruijie hit the limit. Previously, Hongchang Electronics fell by the limit, Fuxin Technology fell by more than 10%, and many stocks such as Cambridge Technology, Dongshan Precision, Ziguang Co., Ltd., Yuanjie Technology, Industrial Fii, and Zhongji InnoLight fell by more than 4%. A[GEM Index fell more than 1%, nearly 4,200 stocks fell] On October 12, the index weakened, the GEM Index fell more than 1.00%, the Shanghai Index fell 0.13%, and the Shenzhen Component Index fell 0.88%. Computing hardware, semiconductor chips, medicine and biology, and real estate were among the top decliners, with nearly 4,200 stocks falling in Shanghai, Shenzhen and Beijing. B[Chief Engineer of the Ministry of Industry and Information Technology: Deeply promote "artificial intelligence + manufacturing" and vigorously develop open source base models and vertical model industry clusters] "Science and Technology Innovation Board Daily" reported on the 12th that at the opening ceremony of the 26th Industry Expo, Wang Weiming, chief engineer of the Ministry of Industry and Information Technology, said that the first is to create an industrial innovation driving engine, strengthen basic research and key core technology research, strengthen the main position of corporate scientific and technological innovation, optimize the layout and construction of industrial innovation platforms, promote the cultivation of new tracks in national high-tech zones, and deepen the transformation and application of scientific and technological achievements. The second is to promote the optimization and upgrading of the industrial system, maintain and develop a complete industrial system, coordinate and promote the large-scale application of emerging industries, forward-looking layout of future industries, and the renewal and upgrading of traditional industries, adapt to local conditions, cultivate and strengthen advanced manufacturing, deeply promote "artificial intelligence + manufacturing", vigorously develop open source base model and vertical model industry clusters, and build a world-class enterprise. The third is to consolidate the foundation of intelligent software and hardware, increase guidance and support for the digital transformation of enterprises, cultivate digital transformation service providers that are deeply involved in the industry, and build smart factories and high-standard digital parks. The fourth is to build a mutually beneficial and win-win industrial ecosystem, deepen international industrial cooperation, provide service guarantees for foreign-invested projects, optimize corporate public services, continuously improve the modernization level of industrial governance, and create a market-oriented, legal, international, and first-class business environment. (Kechuangban Daily reporter Huang Xinyi)
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