Weekly developments： Regulations on Export Control of Dual-use Items in People’s Republic of China (PRC) promulgated; Gree establishes auto technology company (October 13th-19th)

Since this week, the Regulations on Export Control of Dual-use Items in People’s Republic of China (PRC) have been promulgated; Shanghai issued a three-year action plan to promote the transfer and transformation of scientific and technological achievements; Slanjihong’s 8-inch SiC power device chip manufacturing production line will be connected in Q3 next year; From January to September, China’s automobile production and sales exceeded 20 million vehicles; Gree establishes automotive technology company in Shanghai …

Hot spot wind direction

The Ministry of Industry and Information Technology and the National Development and Reform Commission deployed and built a pilot platform for new materials.

Recently, the Ministry of Industry and Information Technology and the National Development and Reform Commission jointly issued the Guide for the Construction of Pilot Platform for New Materials (2024-2027), focusing on the key common technologies of short-board material breakthrough and cutting-edge material innovation, aiming at supporting the transformation of scientific and technological achievements into industrialization capabilities, supporting and guiding local governments to carry out pilot platform construction and capacity improvement for new materials, solving the problems of insufficient overall layout, low construction quality and insufficient service support of pilot platforms in the field of new materials in China, and creating a number of high-level pilot projects.

The "Construction Guide" proposes to focus on the strategic needs of accelerating new industrialization and building a manufacturing power, focusing on key short-board materials related to national security and economic construction, leading the frontier materials of emerging industries and future industrial development, focusing on key common technologies with obvious "by analogy" effect and strong industry progress, and determining key areas for the construction of pilot platforms for new materials.

Ministry of Industry and Information Technology: Vigorously develop humanoid robots, brain-computer interfaces, 6G and other new fields and new tracks.

On October 14, the State Council held a press conference to introduce the situation of increasing assistance to enterprises.

Wang Jiangping, Vice Minister of the Ministry of Industry and Information Technology, said that the Ministry of Industry and Information Technology will issue implementation opinions to promote future industrial innovation and development, and vigorously develop humanoid robots, brain-computer interfaces, 6G and other new fields and new tracks. At the same time, support enterprises to build an "upgraded version" of intelligent manufacturing, focus on the application of intelligent manufacturing technology in typical industries, and gradually cultivate a number of intelligent factories with basic, advanced, excellent and pilot levels.

Map Technology Review Center of the Ministry of Natural Resources: More than 400 advanced assisted driving maps have been reviewed.

A few days ago, Wang Wei, deputy director of the Map Technology Review Center of the Ministry of Natural Resources, said that since the establishment of the Ministry of Natural Resources in 2018, more than 400 high-level assisted driving maps have been approved. In the first half of this year, 11 map vendors provided daily average location services for trillions of times, and the total daily average navigation service mileage reached 4 billion kilometers.

Wang Wei said that the next step will be to coordinate development and safety, guide the safe application of self-driving maps in the intelligent networked automobile industry, promote the transformation and upgrading of the geographic information industry, provide rich data elements for the construction and high-quality development of digital China, and strictly adhere to the management bottom line of surveying and mapping geographic information in order to build a new security pattern.

Shanghai released a three-year action plan to promote the transfer and transformation of scientific and technological achievements

On October 12th, "Shanghai Action Plan for Promoting the Transfer and Transformation of Scientific and Technological Achievements (2024-2027)" was released, and 6 actions and 18 tasks were implemented to further enhance the transformation efficiency of scientific and technological achievements.

The Action Plan proposes that by 2027, the turnover of Shanghai technology contracts will exceed 800 billion yuan; The cumulative contract value of scientific research institutions for the transformation of scientific and technological achievements reached 100 billion yuan, and more than 2,000 enterprises were transformed and incubated with scientific and technological achievements; Cultivate more than 100 concept verification centers, open innovation centers and technology transfer institutions with professional service level, outstanding operation mode and obvious demonstration effect, and attract more than 3,000 professional and compound technical managers.

"Implementation Plan for Promoting 5G Lightweight (RedCap) Penetration Action in Hubei Province" was released.

Recently, the "Implementation Plan for Promoting the Penetration of 5G Lightweight (RedCap) in Hubei Province" was issued, proposing "five enhancements" to promote the commercialization process of 5G RedCap in Hubei Province in a solid and orderly manner.

The "Proposal" clarifies five key tasks. First, it strengthens the foundation of standards and empowers industrial integration; The second is to strengthen network upgrade and support application requirements; The third is to strengthen technical research and improve adaptability; The fourth is to strengthen the promotion and application and create a demonstration benchmark; The fifth is to strengthen risk assessment and build security. In order to ensure the effective implementation of work tasks, three safeguard measures are put forward, including strengthening the implementation of responsibilities, security and personnel training.

Project dynamics

Hui Ke Mini-LED project and high-power chip heat dissipation and sealing project landed in Mianyang.

On October 18th, Hui Ke Co., Ltd. held a signing ceremony for the project investment agreement with Mianyang City. The Hui Ke Mini-LED project and the Hui Ke high-power chip heat dissipation and sealing test project with a total investment of 10 billion yuan settled in Mianyang.

The Mini-LED project in Hui Ke mainly produces high-end Mini-LED direct display modules and high-end Mini-LED backlight modules, which are widely used in the fields of displays, mobile phones, flat panels, car displays and so on. Hui Ke high-power chip heat dissipation and sealing test project products are widely used in the fields of semiconductor display, new energy, automotive electronics and communication technology, and are important supporting industries in the upstream of new display and automotive electronics.

Slanjihong’s 8-inch SiC power device chip manufacturing line will be connected in Q3 next year.

According to Xiamen Gongxin, the Slanjihong 8-inch SiC (silicon carbide) power device chip manufacturing production line project has recently entered the final stage of earthwork. The first phase of the project is expected to be initially put into operation at the end of the third quarter of 2025 and trial production in the fourth quarter.

Slanjihong’s 8-inch SiC power device chip manufacturing production line project has a total investment of 12 billion yuan, which will be built in two phases, of which the first phase project has a total investment of 7 billion yuan, and the annual output of 420,000 8-inch SiC power device chips is expected to reach 6.7 billion yuan. After the two phases are completed and put into production, the annual production capacity of 720 thousand 8-inch SiC power device chips will be formed. On June 19th, 2024, the Slanjihong 8-inch silicon carbide power device chip manufacturing production line project started in Xiamen.

The first phase investment was 5.9 billion yuan, and the industrialization project of CRRC medium and low voltage power devices was completed and put into production.

On October 17th, the first phase of CRRC low and medium voltage power device industrialization (Yixing) project with an investment of 5.9 billion yuan was completed and put into operation in 18 months.

It is reported that the CRRC low-voltage power device industrialization (Yixing) construction project started pile foundation construction at the end of May last year, and the main workshop was capped in December last year. After the completion and commissioning of the CRRC medium and low voltage power device industrialization (Yixing) construction project, the annual production capacity of 360,000 pieces of 8-inch medium and low voltage component substrates can be increased (the production capacity of infrastructure and public facilities is 720,000 pieces/year).

Enterprise dynamics

ByteDance model training was attacked by interns? People familiar with the matter said that it did not affect the big model of bean bags.

Recently, it was reported that the large-scale model training of a head factory was invaded by interns and damaged code was injected, which made its training results unreliable and may require retraining. It is said that more than 8,000 cards have been injected into the hacked code, and the losses may exceed 10 million dollars. It is rumored that the intern took advantage of the vulnerability of HF(huggingface) and wrote destructive code in the company’s shared model, which led to the training effect of the model fluctuating and unable to produce the expected training effect.

According to informed sources, the big factory is ByteDance, and the descriptions of "injecting more than 8,000 cards" and "losing tens of millions of dollars" are untrue and too exaggerated; The affected business is not a big model of bean curd, but a model training task of commercial technical team, which affects some business progress of advertising department, but does not affect online business. At present, ByteDance has dismissed the intern, and informed the relevant industry alliance and the school where the intern is located.

Tesla Giga Shanghai delivered over 88,000 vehicles in September.

According to the data of the Association, Tesla Giga Shanghai delivered more than 88,000 vehicles in September 2024, up about 20% year-on-year. According to statistics, Tesla’s sales in China reached a new high this year with the achievement of over 72,000 vehicles, up 14% from the previous month and 66% from the same period last year. Among them, Tesla Model Y topped the domestic luxury car market with sales of more than 48,000 vehicles; Model 3 also sold more than 24,000 vehicles with a 32% quarter-on-quarter increase, ranking first in the luxury car market.

According to official Tesla data, in less than four years, Tesla Giga Shanghai has exported 1 million vehicles.

Core Bida completed a new round of financing of nearly 100 million yuan.

On October 14th, Wuhan Xinbida Microelectronics Co., Ltd. (referred to as "Xinbida") announced the completion of the A1 round of financing. This round of financing was led by Xinwei Capital, and investment institutions such as Optics Valley Financial Holdings participated together. The funds will be mainly used for the R&D and mass production of next-generation system basic chips (SBC), domain controller chips and driver chips, further enriching the company’s product matrix and strengthening the company’s market expansion. Core Bida pointed out that the new round of financing is nearly 100 million yuan.

Core Bida is a company specializing in the design of serial-analog hybrid chips for vehicle specifications, which was founded by a senior domestic automotive electronic chip research and development team. Core Bida follows closely the development trend of the new generation electronic and electrical architecture of smart cars, and its product line covers many key fields such as analog power chips, system-based chips (SBC), computing control chips and wireless communication chips.

After three years of establishment, Bose Quantum has completed five rounds of financing and won hundreds of millions of yuan in financing.

On October 15th, Beijing Bose Quantum Technology Co., Ltd. (hereinafter referred to as "Bose Quantum") officially announced the completion of several hundred million yuan of Series A financing, which is the fifth round of financing accumulated since the establishment of Bose Quantum more than three years ago. The financing was led by Qifu Capital, followed by Amoeba Capital, Yuanhe Capital and Infotek.

The financing will be mainly used in the following three aspects: first, the continuous research and development of coherent optical quantum computers and the formation of small batch production capacity; Second, the ecological construction of "quantum computing+"and the practical application of various industries; The third is to continue to invest in the research and development and layout of general optical quantum computer technology.