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China IT Industry Weekly Report (2026/01/26-02/01): Strong Signals for Semiconductor Upcycle, AI Application Competition Enters New Phase
- 1Software Business Revenue Grows 13.2% Year-on-Year in 2025人民网http://finance.people.com.cn/n1/2026/0131/c1004-40656847.html
- 2Prices Soar Up to 80%! Three Major Domestic Chipmakers Raise Prices Collectively, Industry Ushers in 2026 with a Wave of Price Hikes电子工程专辑https://www.eet-china.com/mp/a471834.html
- 3China's AI Development Outlook for 2026: Core Industry Scale to Exceed 1.2 Trillion Yuan三峡日报http://www.sxycrb.com/2026-01/29/content_410490.html
- 4Authoritative Summary of Recent Government Official Reports on Wuxi Yubang Semiconductor Technology Co., Ltd.东方财富财富号https://caifuhao.eastmoney.com/news/20260131171414785121340?from=guba&name=5Lit5Zu96ZOB5bu65ZCn&gubaurl=aHR0cHM6Ly9ndWJhLmVhc3Rtb25leS5jb20vbGlzdCxoazAxMTg2Lmh0bWw%3D
- 5Semiconductor Companies Broadly Forecast Earnings Growth! Sci-Tech Semiconductor Equipment ETF (588710) Defies Trend...新浪财经https://finance.sina.cn/fund/etf/2026-01-30/detail-inhkakfh0225302.d.html
- 6Two Major Semiconductor Companies Issue Price Increase Notices Simultaneously, Upstream Equipment Expected to Benefit! Sci-Tech Innovation...新浪财经https://finance.sina.com.cn/money/fund/etf/2026-01-28/doc-inhivvza3975238.shtml
- 7Fund Managers Gauge Investment Opportunities in the Semiconductor Industry Chain中国基金报https://www.chnfund.com/article/AR233ba6e5-c910-3c69-f0b7-3a1f2941f79d
- 8In Conversation with Arm's Zou Ting: Physical AI Acceleration in 2026 and New Developments in Chips21世纪经济报道https://www.21jingji.com/article/20260127/herald/1cd21397bc5b34a3127817b689af2867.html
- 9Highlights from Four Major Securities Newspapers: January 26新华财经https://m.cnfin.com/yw-lb/zixun/20260126/4371087_1.html
- 10E Fund Science and Technology Innovation Chip Design ETF (589030) Records Net Inflow of 122 Million Yuan Over Past 5 Days界面新闻https://www.jiemian.com/article/13956739.html
- 11ByteDance and Alibaba to Launch New AI Models Around Chinese New Year华尔街见闻https://wallstreetcn.com/articles/3764519
- 12Strong Memory Sector and AI Catalysts Drive Semiconductor Equipment ETF (159516) Up Over 2%每日经济新闻https://www.nbd.com.cn/articles/2026-01-27/4236539.html
- 13AI Demand Drives Widespread Performance Growth Across Semiconductor Industry Chain证券时报https://www.stcn.com/article/detail/3611030.html
- 14Sidian Semiconductor Applies for Patent Related to Chip Testing Equipment新浪财经https://finance.sina.com.cn/stock/aigc/zl/2026-02-01/doc-inhkhmvm5281054.shtml
- 15Domestic Software Achieves Breakthroughs in Key Areas in 2025, Software Business Revenue Expected to Maintain Over 10% Growth in 2026香港经济日报https://www.hkong.hk/2026/0129/56056.shtml
- 16Nexperia's Control Remains Constrained, Wingtech's Performance 'Turns Sour': Estimated Loss of 90 to 135 Billion Yuan Last Year和讯网https://tech.hexun.com/2026-01-31/223349882.html
- 17January 26, 2026 China Securities Express (Monday)晶顾讯https://www.jinguxun.com/article/7502252
- 18ZTE and JD.com Sign Strategic Cooperation Agreement, Targeting Over 10 Billion Yuan in Sales Within Three Years网易新闻https://www.163.com/dy/article/KKLN3N8N05198RSU.html
- 19AMEC Forecasts 2025 Net Profit Growth of 29%-35%新浪财经https://www.xincai.com/article/nhiqsxi9233615
- 20Full-Sector Surge! Who's Behind the Rally? Latest Insights Unveiled新浪财经https://finance.sina.com.cn/roll/2026-02-01/doc-inhkhscf8412387.shtml
- 21Stabilizing Employment and Boosting Income: Key Initiatives for 2026中国政务网http://zw.china.com.cn/2026-01/28/content_118303695.shtml
- 22Galaxy Aerospace, CAS Star Map and Others Showcase Satellite Internet and AI Technology Breakthroughs中新社https://www.bj.chinanews.com.cn/news/2026/0125/101549.html
- 23China's Software Industry Revenue Exceeds 15 Trillion Yuan in 2025中国新闻网https://www.chinanews.com.cn/cj/2026/01-30/10562627.shtml
- 24Full-Sector Surge! Who's Behind the Rally? The Latest Analysis网易https://www.163.com/dy/article/KKM5O2980530NLC9.html
- 25Shenzhen's Plan to Optimize Consumption Environment: Promoting Smart Home Integration with AI证券时报https://www.stcn.com/article/detail/3618188.html
- 26Funds' Fourth-Quarter Reports Conclude with Technology Sector Holdings at Record High经济参考报http://jjckb.xinhuanet.com/20260129/7cf164da4184422bad7421a1e1321521/c.html
- 27January's Top 10 Best-Performing Stocks Announced, Top Gainer Surges 234%东方财富网https://wap.eastmoney.com/a/202601313637743832.html
- 28Wingtech Technology's Performance Takes a Sharp Turn: Expected Loss Exceeds 90 Billion Yuan Last Year! CFO Resigns同花顺财经http://stock.10jqka.com.cn/20260131/c674452690.shtml
- 29Price Hike Alerts: Guoke Micro Up to 80%, China Micro Semiconductor 15%-50%国际电子商情https://www.esmchina.com/news/13886.html
- 30Xinhua News Agency: The 'Black Box' of Life Development, New Semiconductor Materials... These Major Scientific and Technological Breakthroughs...中国科学院https://www.cas.cn/cm/202601/t20260129_5098963.shtml
- 312025 Chinese Academy of Sciences Outstanding Science and Technology Achievement Award Announced中国网http://www.china.com.cn/txt/2026-01/29/content_118305661.shtml
- 32Key Software Field Outstanding Engineer Training Consortium Holds Second Working Conference北航新闻网https://news.buaa.edu.cn/info/1002/68152.htm
- 33China's Software Industry Revenue Exceeds 15 Trillion Yuan in 2025新浪财经https://finance.sina.com.cn/roll/2026-01-30/doc-inhkazaz6846137.shtml
- 34Over 60% of Companies Forecast Profit Growth Exceeding 20%, A-Share Semiconductor Sector 'Gold Rush' in Full Swing证券时报网https://www.stcn.com/article/detail/3620940.html
- 35China's Software Business Revenue Reaches 15.4831 Trillion Yuan in 2025, Up 13.2% Year-on-Year中国新闻网https://www.chinanews.com.cn/cj/2026/01-30/10562349.shtml
- 36Activating the 'Digital Brain' of Manufacturing Enterprises with Artificial Intelligence (Expert Commentary)人民日报https://cpc.people.com.cn/n1/2026/0127/c64387-40653415.html
- 37Deep "V" Rebound! Sci-Tech Innovation Chip Design ETF (588780) Rises Over 1% Against Market Trend界面新闻https://www.jiemian.com/article/13957378.html
- 38People's Daily: Major Progress Achieved in New Semiconductor Materials人民日报https://www.cas.cn/cm/202601/t20260126_5097218.shtml
- 39Ministry of Human Resources and Social Security to Issue Document Addressing AI Impact and Promoting Employment证券时报网https://www.stcn.com/article/detail/3615689.html
- 40Using Artificial Intelligence to Activate the 'Digital Brain' of Manufacturing Enterprises (Expert Commentary)浙江人民网http://zj.people.com.cn/n2/2026/0127/c186327-41483879.html
- 41China's AI Competition Shifts to 'Actionable' Agent Era, Multiple Companies Go Public21世纪经济报道https://www.21jingji.com/article/20260128/herald/4dc3aca91da2303919264a62b010adc8.html
- 42Kangxi Wins Against Skyworks at a Cost of 100 Million in Legal Fees第一财经https://www.yicai.com/news/103023451.html
- 43Behind the Speculation Over Alibaba's 'T-Head' IPO: From Internal Unit to Public Markets证券时报https://www.stcn.com/article/detail/3611098.html
- 44Two Domestic Chip Companies Announce Price Hikes!证券时报https://www.stcn.com/article/detail/3615404.html
- 45Central SOEs' 'AI+' Special Initiative Yields Notable Results: More Scenarios Implemented新浪科技https://k.sina.com.cn/article_7857201856_1d45362c001901ujii.html?from=tech
- 46Fire at Qizhong Technology Plant May Impact 2026 Performance新浪财经https://finance.sina.com.cn/tech/roll/2026-01-26/doc-inhiprmr8875316.shtml
- 47Support Policy for 'AI + Audiovisual' to Be Unveiled in Q1 2026新浪财经https://finance.sina.com.cn/jjxw/2026-01-25/doc-inhinufx3101289.shtml
- 48China to Issue Policy Document Addressing AI's Impact on Employment新浪网https://news.sina.com.cn/zx/ds/2026-01-27/doc-inhitxir7451758.shtml
- 49Domestic Large Models Roll Out Successively, Oversold Concept Stocks Gain Institutional Attention东方财富网https://wap.eastmoney.com/a/202601283632691586.html
- 50From 'Storytelling' to 'Profits on Display': China's Semiconductor Leaders Are Now Truly Earning古东管家https://www.gudongtech.com/depth/572601684852
- 51Semiconductor Equipment Stocks Experience Consecutive Pullbacks: Is the Rally Over or Just a Pause?财闻网https://www.caiwennews.com/article/1416080.shtml
- 52Stock ETFs See Nearly 300 Billion Yuan in Net Outflows on January 29证券时报网https://www.stcn.com/article/detail/3621734.html
- 53Another Robotics Firm Announces Participation in Spring Festival Gala, Songyan Power Becomes Humanoid Robot Partner for 2026 CCTV Spring Festival Gala新浪网https://k.sina.com.cn/article_7857201856_1d45362c001901u192.html?from=tech
- 54Significantly Reducing Enterprise Shutdown Risks (Economic New Perspectives: Annual Data Micro-View)人民日报https://cpc.people.com.cn/n1/2026/0127/c64387-40653414.html
- 55Tencent Yuanbao Announces Spring Festival Cash Red Packet Giveaway Totaling 10 Billion Yuan腾讯元宝微信公众号https://finance.sina.cn/stock/ywgg/2026-01-26/detail-inhiqsxh0742151.d.html?vt=4
- 56Iluvatar CoreX to Unveil Three-Generation GPGPU Roadmap on January 2621世纪经济报道https://www.21jingji.com/article/20260126/herald/e571912374b64da2d74ae80bb858b74b.html
- 57China's Electronic Information Manufacturing Industry Reports 17.4 Trillion Yuan Revenue in 2025 with 19.5% Profit Growth中国新闻网https://www.chinanews.com.cn/cj/2026/01-30/10562538.shtml
- 58General Office of the State Council Issues 'Work Plan for Accelerating the Cultivation of New Growth Points in Service Consumption'每日经济新闻https://www.nbd.com.cn/articles/2026-01-29/4241555.html
- 59Beijing Government Work Report: Fully Implement 'AI+' Initiative, Establish National AI Application Pilot Base财联社https://www.cls.cn/detail/2269085
- 60China's AI Assistants to Experience Their 'iPhone Moment' After 2026 Spring Festival华尔街见闻https://wallstreetcn.com/articles/3764300
- 61Semiconductor Sector Starts Strong as RF Power Leader Lists on STAR Market21世纪经济报道https://www.21jingji.com/article/20260128/herald/cb0e3862a18f723ec88bd5c1427e3358.html
- 62Online Trading Platform Rule Supervision and Management Measures Prohibit Platforms from Using Big Data for Price Discrimination东方财富网https://wap.eastmoney.com/a/202602013637834817.html
- 63Semiconductor Industry Bombarded by Price Hikes at Year's Start新浪财经https://cj.sina.cn/articles/view/6724296984/190cca11801901ate8
- 64Over 150 Companies Set to Achieve Record-High Net Profits Attributable to Parent Company, Electronics Sector Emerges as Growth Driver中国金融网https://m.cnfin.com/yw-lb/zixun/20260128/4372473_1.html
- 65Central SOEs Achieve 2.5 Trillion Yuan in Total Profits for 2025, Accelerating Construction of Pilot Verification Platforms人民网https://www.peopleapp.com/column/30051324449-500007330355
- 66Tongfu Microelectronics: Multiple Institutions Including Zhongda Junyue and Boyan Fund Conducted Research Visit on January 29同花顺https://m.10jqka.com.cn/20260130/c674422427.shtml
- 671.5 Billion CNY Spring Festival Red Packets Unleashed: ByteDance Defends, Alibaba Strikes Back, Tencent Launches Surprise Attack, Baidu Pursues Aggressively新浪新闻https://news.sina.cn/2026-01-31/detail-inhkcwht3084415.d.html?vt=4
- 68Semiconductor Equipment ETF Wanjia (159327) Rises Over 2% Intraday, Marks 15 Consecutive Days of Net Inflows东方财富http://stock.eastmoney.com/a/202601273632010757.html
- 69Investment Activity Remains Robust in China's High-Tech Manufacturing Sectors Including Automotive in 2025中国新闻网https://www.chinanews.com.cn/cj/2026/01-29/10561725.shtml
- 70China Academy of Information and Communications Technology Releases 'Computing Power Star Network' Space Computing Power Cooperation InitiativeTVAOhttps://www.tvoao.com/a/223310.aspx
- 71Analyzing 2026 Market Trends from the 2025 National Economic PerformanceIDC中国https://www.idc.com/resource-center/blog/%E4%BB%8E2025%E5%B9%B4%E5%9B%BD%E6%B0%91%E7%BB%8F%E6%B5%8E%E8%BF%90%E8%A1%8C%E6%83%85%E5%86%B5%E7%9C%8B2026%E5%B9%B4%E5%B8%82%E5%9C%BA%E5%8F%98%E5%8C%96%E8%B6%8B%E5%8A%BF%EF%BC%9A%E4%BB%8E%E6%8A%95/
- 72Over 1,000 Listed Companies Forecast Positive 2025 Performance, with Nonferrous Metals and AI-Related Industries Leading中国基金报https://www.chnfund.com/article/95eb1533-73e1-238a-1f60-3a1f238f676a
- 73CMSemicon Forecasts 107.55% Year-on-Year Net Profit Growth for 2025上证报https://finance.eastmoney.com/a/202601253629989658.html
- 74Two Major Semiconductor Companies Issue Price Increase Notices Simultaneously, Upstream Equipment Expected to Benefit! Sci-Tech Innovation...每经网https://www.nbd.com.cn/articles/2026-01-28/4238442.html
- 75ChiNext Index Gains 0.44% in Morning Session as Semiconductor Sector Rallies中新网https://www.chinanews.com.cn/cj/2026/01-27/10559724.shtml
- 76Storage Cycle and Domestic Technology Breakthroughs Converge, Reinforcing the Growth Logic of Semiconductor Equipment财闻https://www.caiwennews.com/article/1415380.shtml
- 77Institutions Bullish on Semiconductor Industry's Critical Growth Phase, Sci-Tech Innovation Chip ETF Rises 1.5%财闻https://www.caiwennews.com/article/1415359.shtml
- 78Semiconductor Industry Price Hike Trend Becomes Clearer, Strong Memory Chain Performance Ignites Sector Heat新浪财经https://finance.sina.com.cn/jjxw/2026-01-28/doc-inhivrta4993511.shtml
- 79National Standard for Software Process Capability Maturity Model Takes Effect on February 1中国新闻网https://www.chinanews.com.cn/cj/2026/01-31/10562926.shtml
- 80Semiconductor Company Announces Chip Price Hike... Key Pre-Market News Overview证券时报https://www.stcn.com/article/detail/3615746.html
- 81City's First Dedicated Integrated Circuit Fund Launched天津市人民政府https://www.tj.gov.cn/sy/tjxw/202601/t20260131_7236632.html
- 82Semiconductor Company Officially Announces Chip Price Hikes! SSE STAR AI ETF (588930)...21世纪经济报道https://www.21jingji.com/article/20260128/herald/583aea486d0b9d354937c1da0f35012d.html
- 83How to Boost Consumption, Stabilize Foreign Trade, and Expand Two-Way Investment by 2026? State Council Information Office Press Conference Provides Answers中国网http://zw.china.com.cn/2026-01/27/content_118301713.shtml
- 8421 A-Share Semiconductor Companies Forecast Profit Growth Exceeding 100%, Highest at 900%新浪财经https://finance.sina.com.cn/wm/2026-01-29/doc-inhiywec4121267.shtml
- 85Huawei Cloud's CloudMatrix AI Infra Recognized as Top AI Case Study新浪科技https://k.sina.com.cn/article_5953189932_162d6782c06703r78e.html
- 862026 Semiconductor Industry Trend Outlook: China's Semiconductor Market Sees High-Speed Growth Amid Divergence电子工程专辑https://www.eet-china.com/mp/a470738.html
- 87iFLYTEK 2025 Performance Forecast: Net Profit Attributable to Shareholders Up 40%-70% Year-on-Year新华财经https://m.cnfin.com/yw-lb/zixun/20260129/4373205_1.html
- 88Major Market Events: Ministry of Commerce to Accelerate Cultivation and Development of International Consumption Center Cities by 2026和讯网http://news.hexun.com/2026-01-27/223288233.html
- 89China's Semiconductor Market Size Expected to Reach $546.5 Billion in 2026, Projected Growth of 31.26%新浪财经https://finance.sina.com.cn/stock/hkstock/ggscyd/2026-01-27/doc-inhitntv7563786.shtml
- 90DeepSeek Releases New OCR Model, Accelerating AI Application Deployment每日经济新闻https://www.nbd.com.cn/articles/2026-01-29/4239675.html
- 91Supervisory Measures for Online Trading Platform Rules to Take Effect on February 1浙江卫视https://www.cztv.com/newsDetail/849668
- 92Xinhua Analysis: Prospects for China's AI Development Trends in 2026新浪财经https://finance.sina.com.cn/jjxw/2026-01-28/doc-inhivrsx9017369.shtml
- 93Tax Reform Breakthrough: Digital Solutions Pave Way for China's Second Physical Gold Investment Boom in Two Decades人民论坛网https://www.rmzxw.com.cn/c/2026-01-27/3859120.shtml?n2m=1
- 94AMEC and Goke Micro Announce Price Hikes, Semiconductor Supply Chain Enters 'Price Increase Cycle'新浪财经https://finance.sina.com.cn/tech/roll/2026-01-28/doc-inhixyxy4281498.shtml
- 95Chip Price Hikes Announced by SemiMC and Goke Micro财联社https://www.sfccn.com/2026/1-28/5NMDE1MjBfMjEwMDU5Nw.html
- 96Bringing More Momentum to Global Economic Growth (International Media on China)人民日报https://www.peopleapp.com/column/30051307024-500007326742
- 97Semiconductor Sector Leads Market Rally Driven by Storage Price Hikes and AI Computing Power东方财富https://finance.eastmoney.com/a/202601273632086034.html
- 98First 'A-Share Acquiring A-Share' Deal of the Year: Jiangfeng Electronics to Acquire Kaide Quartz, Signaling Accelerated Semiconductor Industry Consolidation21世纪经济报道https://www.21jingji.com/article/20260130/herald/a9aa4864434319be4a5aa953ca8bc43b.html
- 99CCTV Announces Galaxy General Robotics as Official Embodied AI Robot for 2026 Spring Festival Gala每日经济新闻https://www.mrjjxw.com/articles/2026-01-26/4234382.html
- 100E Fund Semiconductor Equipment ETF (159558) Attracts Over 2.7 Billion Yuan in Past Month和讯网https://funds.hexun.com/2026-01-26/223274863.html
- 101Live Streaming E-commerce Supervision Measures to Take Effect February 1, Bringing AI Hosts Under Regulation澎湃新闻https://www.thepaper.cn/newsDetail_forward_32507933
- 102Breaking! National Team Steps In!新浪财经https://finance.sina.com.cn/stock/roll/2026-01-30/doc-inhkauvf3524927.shtml
- 103Company Briefing｜Apple and SanDisk Exceed Earnings Expectations; Alibaba Unveils In-House AI Chip 'Zhenwu'财经网https://news.caijingmobile.com/article/detail/563255
- 104Price Surge Sweeps Through Passive Components Industry新浪财经https://finance.sina.com.cn/tech/roll/2026-01-29/doc-inhixyxy4281498.shtml
- 105A Surge of Cross-Border M&A in A-Shares Targets Semiconductors, with Scrutiny on Deal Authenticity证券时报https://www.stcn.com/article/detail/3618402.html
- 106Chinese Research Team Makes New Progress in Two-Dimensional Semiconductor Field新浪财经https://finance.sina.com.cn/stock/t/2026-01-30/doc-inhkacxr0706689.shtml
- 107Silan Headquarters R&D Testing and Production Base Project Main Structure Topped OutSEMI大半导体产业网https://www.semi.org.cn
- 108Analysis of Jiuqi Software's Limit-Up on January 27, 2026: AI Technology Empowerment + Organizational Management新浪财经https://finance.sina.com.cn/stock/aiassist/ydfx/2026-01-27/doc-inhitaef8414464.shtml
- 109Central Bank Holds 2026 Macroprudential Work Conference; Unitree Robotics Announced as 2026 Spring Festival Gala Robot Partner证券时报https://www.stcn.com/article/detail/3613372.html
- 110Major Company Innovation Intelligence (February 1): Montage Technology (06809.HK) IPO Overview亿欧网https://www.iyiou.com/data/202602011121153