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China IT Industry Weekly Report (Feb 2 - Feb 8, 2026): Software Industry Enters the Ten-Trillion-Yuan Era, Semiconductor Self-Sufficiency Accelerates Beyond Expectations
- 1Moore Threads Launches AI Coding Plan36氪https://www.36kr.com/p/3668241626784640
- 2Kesi Technology Rises 4.46% as Military Informatization and Huawei Ascend Concepts Remain Active新浪财经https://cj.sina.com.cn/articles/view/7857201856/1d45362c00190221f8?froms=ggmp
- 3Nanjing's Software Industry Scale Exceeds 10 Trillion Yuan人民日报http://finance.people.com.cn/n1/2026/0206/c1004-40660475.html
- 4Spring Festival Red Packet Wars Escalate: Tech Giants Pour Billions to Compete in AI Application Market证券时报https://www.stcn.com/article/detail/3625109.html
- 5Memory Chip Prices See Historic Surge! 'All-Chip' Sci-Tech Innovation Chip ETF (589190)...新浪财经https://finance.sina.com.cn/money/fund/etf/2026-02-03/doc-inhknxzn7456995.shtml?cre=tianyi&mod=pchp&loc=26&r=0&rfunc=52&tj=cxvertical_pc_hp&tr=12
- 6The Next Five Years: Which Region Will Emerge as China's Next Semiconductor Powerhouse?36氪https://eu.36kr.com/zh/p/3665991458661001
- 7E Fund Semiconductor Equipment ETF (159558), with High Equipment Allocation, Rises 1.32%新浪财经https://finance.sina.com.cn/jjxw/2026-02-03/doc-inhkpeii0283841.shtml
- 8Shengshu Technology Completes Over 600 Million Yuan in Series A+ Funding东方财富网https://finance.eastmoney.com/a/202602063643256642.html
- 9Yangtze Memory's Phase III Project Accelerates Construction, May Achieve Mass Production One Year Ahead of Schedule华尔街见闻https://wallstreetcn.com/articles/3764995
- 10Japanese Media: China's Chip Manufacturing Equipment Accelerates Development新浪财经https://finance.sina.com.cn/roll/2026-02-02/doc-inhkkkns8238266.shtml?froms=ggmp
- 11UBTech Open-Sources Embodied AI Large Model ThinkerCapital Futureshttps://www.capitalfutures.com.tw/zh-tw/Financial/BreakingNewsArticle?ContentId=C26020300516
- 12Provincial Party Committee Theoretical Study Center Group Holds Special Study Session, Xu Kunlin Presides and Delivers Speech辽宁日报https://news.lnd.com.cn/system/2026/02/03/030545201.shtml
- 13China's M&A Market Stages Strong Recovery in 2025: Domestic Strategic Investment Leads, Active Consolidation in High-Tech Sectors Like AI新浪财经https://finance.sina.com.cn/jinrong/tz/2026-02-06/doc-inhkwsrz7974050.shtml
- 14Spring Rally Faces Test at Short-Term Resistance Level, Semiconductor ETF (588170...界面新闻https://www.jiemian.com/article/13965017.html
- 15Simgui: National Integrated Circuit Industry Investment Fund Plans to Reduce Stake by Up to 3%证券时报https://stcn.com/article/detail/3634081.html
- 16China's Software Business Revenue Grows 13.2% Year-on-Year in 2025人民日报http://finance.people.com.cn/n1/2026/0202/c1004-40657309.html
- 17603281: Over 32% of Shares Become Tradable Today, Multiple Executives Pledge No Reduction for One Year证券时报https://stcn.com/article/detail/3624625.html
- 18Guangxi Issues Three-Year 'AI+' Action Plan新浪网https://k.sina.com.cn/article_7857201856_1d45362c00190200xw.html
- 19Domestic Semiconductor Self-Sufficiency Rate to Reach 80% by 2026新浪财经https://finance.sina.com.cn/stock/t/2026-02-02/doc-inhkkvan8172017.shtml
- 20MIIT Proposes Four Key Tasks Focusing on Computing Power Chip Technology Breakthroughs, Semiconductor ETFs新浪财经https://finance.sina.com.cn/jjxw/2026-02-05/doc-inhktspp5957861.shtml
- 21China's Software Business Revenue Grows 13.2% Year-on-Year in 2025人民网http://cpc.people.com.cn/n1/2026/0202/c64387-40657424.html
- 22Wingtech's 13.5 Billion Yuan 'Bill': Can It Resolve Nexperia's 'Stranglehold' Crisis?新浪财经https://finance.sina.com.cn/stock/s/2026-02-03/doc-inhkpvfe3673433.shtml?cre=tianyi&mod=pchp&loc=23&r=0&rfunc=5&tj=cxvertical_pc_hp&tr=12
- 23Kimi K2.5 Tops OpenClaw Model Call Volume Rankings; Alibaba Open-Sources Agent Programming Framework东方财富网https://wap.eastmoney.com/a/202602053641923764.html
- 24Kema Technology Surges Over 9%, E Fund Semiconductor Equipment ETF Attracts Capital Inflows东方财富网https://finance.eastmoney.com/a/202602053642669136.html
- 25MIIT: Breakthroughs in Key Technologies Such as Computing Power Chips and Industrial Large Models东方财富网http://finance.eastmoney.com/a/202602053642148663.html
- 26AI Express Tech Brief: Key Tech Highlights from Last Night to This Morning | February 2, 2026新浪网https://news.sina.com.cn/zx/ds/2026-02-02/doc-inhkkknr1131807.shtml
- 27IntelliFusion Unveils Three-Year Strategy for High-Computing Power Chips21世纪经济报道https://www.21jingji.com/article/20260205/herald/9c26388f521b90ce0beee8a6cf2f4ed6.html
- 28Nanjing Aims for "National Software Industry Intelligence Hub" as Software Business Revenue Exceeds 1 Trillion Yuan by 2025腾讯新闻https://news.qq.com/rain/a/20260203A04QL600
- 29Announcement Regarding Share Reduction Plan by Shareholders of Shanghai Silicon Industry Group Co., Ltd.证券时报https://paper.cnstock.com/html/2026-02/07/content_2179016.htm
- 30Eight Departments Including MIIT Release 'Automotive Data Cross-Border Transfer Security Guidelines (2026 Edition)'澎湃新闻https://www.thepaper.cn/newsDetail_forward_32529456
- 31Semiconductor ETF Southern (159325) Sees 2.00 Million Share Increase on February 3网易新闻https://www.163.com/dy/article/KKTN65PO05568W0A.html
- 32China's Semiconductor Funding in 2026 Surges Toward Cutting-Edge Technologies Like RISC-V and Chiplet新浪财经http://k.sina.com.cn/article_7879922977_1d5ae152101901ahdi.html
- 33China's Integrated Circuit Output Reaches 484.3 Billion Units in 2025, Exports Grow by 17.4%电子工程专辑https://www.esmchina.com/news/13893.html
- 34MIIT's NVDB Alert: Guard Against Security Risks of OpenClaw Open-Source AI Agent每日经济新闻https://www.mrjjxw.com/articles/2026-02-05/4251638.html
- 35China's Software Business Revenue Grows 13.2% Year-on-Year in 2025人民日报http://paper.people.com.cn/rmrb/pc/content/202602/02/content_30137429.html
- 36Four Major PC Makers Source China-Made Memory Chips for First Time, with CXMT in Focus电子工程专辑https://www.esmchina.com/news/13915.html
- 37VeriSilicon's Enhanced ISP8200-FS Series IP Receives ASIL B Functional Safety Certification电子工程专辑https://www.eet-china.com/info/74561.html
- 38Breaking Through Against the Trend: Three Chinese Domestic Equipment Manufacturers Rank Among Global Top 20电子工程专辑https://www.eet-china.com/news/
- 39Storage Giants Jointly 'Restrict Purchases' to Prevent Customer Hoarding, Sci-Tech Innovation Semiconductor ETF - Financial News财闻https://www.caiwennews.com/article/1416479.shtml
- 40PwC: China's M&A Transaction Value Increased 47% Year-on-Year in 2025经济观察网http://www.eeo.com.cn/2026/0206/787223.shtml
- 41Chiprise Semiconductor Completes Nearly 100 Million Yuan Angel Round Funding, Focusing on Automotive-Grade Core Chip R&D互联网名人堂https://www.iimedia.cn/c1088/109545.html
- 42Domestic Semiconductor Equipment Advances Rapidly: Lithography Machine Supplier Breaks into Global Top 20快科技https://news.mydrivers.com/tag/xinpian.htm
- 43Summary of Important Announcements on the New Third Board (February 2, 2026)和讯网http://stock.hexun.com/2026-02-02/223366365.html
- 44Jimo Xin and Nanjing University Publish Again in Science: Overcoming Kinetic Challenges in 2D Semiconductor Mass Production新浪财经https://cj.sina.cn/articles/view/7857201856/1d45362c0019024oxe?vt=4
- 45Feature | AI Drives Transformation While U.S. Firms' Misuse Sparks Controversy—Global Developments in the First Month of 2026中国商报https://www.cs.com.cn/xwzx/hg/202602/t20260203_6536626.html
- 46Yongzhi Co., Ltd. (874701): Beijing Stock Exchange IPO Application Enters Tutoring Period古东管家https://www.gudongtech.com/depth/7361982602436773
- 47China's National Integrated Circuit Fund Plans to Reduce Stake in Leading Semiconductor Sub-Sector Firm by Up to 3%凯基期货https://www.capitalfutures.com.tw/zh-tw/Financial/GlobalArticle?ContentId=C26020601056&Category=all
- 48Unprecedented Scale! Alibaba Announces Major Move: Investing 3 Billion Yuan新浪财经https://finance.sina.com.cn/stock/zqgd/2026-02-02/doc-inhkkzkk8113294.shtml
- 49DingTalk Beijing Summit Showcases AI Implementation Samples Across Multiple Industries, Batch of Enterprises Sign Contracts新浪网http://client.sina.com.cn/news/2026-02-04/doc-inhkrihn3083259.shtml
- 50National Integrated Circuit Fund Plans to Reduce Stake in SICC by Up to 3%理财者网https://www.lczq.com/main/a/20260206/47611.html
- 51Chipone Acquires Analogix Semiconductor Stake via Changhou Intelligence and Guangzhou Bay Area Semiconductor Group国际电子商情https://www.esmchina.com
- 52Daily Market Close: Semiconductor Industry Chain Sees Significant Declines, Multiple Stocks Hit Limit-Down新浪财经https://finance.sina.com.cn/roll/2026-02-02/doc-inhkmmye7972037.shtml
- 53Soaring Over 102%! Major Boost for the Chip Industry!证券时报https://www.stcn.com/article/detail/3624299.html
- 542026 Central Document No. 1: Promoting the Integration of AI and Agricultural Development财联社https://www.cls.cn/detail/2279754
- 5516th Plenary Session of China AI Industry Development Alliance Held in Beijing, MIIT Emphasizes 'AI + Manufacturing'证券时报网https://www.stcn.com/article/detail/3630166.html
- 56Wingtech's 13.5 Billion Yuan 'Bill to Pay' – Can It Resolve Nexperia's 'Stranglehold' Crisis?新浪财经https://finance.sina.com.cn/stock/s/2026-02-03/doc-inhkpvfe3673433.shtml?cre=tianyi&mod=pchp&loc=11&r=0&rfunc=28&tj=cxvertical_pc_hp&tr=12
- 57Yongzhi Shares Initiates IPO, Jiangsu Semiconductor Materials Firm Races Toward Beijing Stock Exchange芯东西https://zhidx.com/p/533649.html
- 58China Telecom Anchors in AI Blue Ocean, Consolidates Multi-Dimensional Network Foundation新浪财经http://finance.sina.com.cn/tech/roll/2026-02-04/doc-inhkrihr6710294.shtml
- 59Fire Incident at Subsidiary of Chipmore Technology电子工程专辑https://www.eet-china.com/mp/a472915.html
- 60Global Semiconductor Market to Exceed $793 Billion in 2025, Chinese Firms Benefit from AI Chip Demand科技日报http://k.sina.com.cn/article_7879848900_1d5acf3c401902q6ue.html
- 61Central Bank Credit Work Conference Emphasizes Support for Technological Innovation and Digital Finance网易新闻https://www.163.com/dy/article/KL03VSTV05568W0A.html
- 62Wall Street Insights Breakfast FM-Radio | February 3, 2026华尔街见闻https://www.yeeyi.com/news/details/2968062/
- 63Changguang Huaxin Clarifies Rumors of Huawei's 4.5 Billion Yuan Strategic Investment as False Information钛媒体https://www.tmtpost.com/7867026.html
- 64Wingtech's 13.5 Billion Yuan 'Bill': Can It Resolve Nexperia's 'Stranglehold' Crisis?新浪财经https://finance.sina.com.cn/stock/s/2026-02-03/doc-inhkpvfe3673433.shtml?cre=tianyi&mod=pchp&loc=13&r=0&rfunc=52&tj=cxvertical_pc_hp&tr=12
- 65Qianwen App Announces 3 Billion Yuan Investment to Intensify AI Competition During Spring Festival每日经济新闻https://www.nbd.com.cn/articles/2026-02-02/4246251.html
- 66Full-Sector Surge! Who's Behind the Rally?新浪财经https://finance.sina.com.cn/roll/2026-02-02/doc-inhkmfsh8051765.shtml
- 67JimoXin and Nanjing University Publish in Science Again: Overcoming Mass Production Dynamics Challenges for 2D Semiconductors新浪财经https://cj.sina.com.cn/articles/view/7857201856/1d45362c0019024oxe
- 68A Batch of National Standards Takes Effect TodayCCIChttps://sh.ccic.com/xwdt/yndt/art/2026/art_a690c11febd442c3b24b67a18ab04b53.html
- 69China's M&A Market Transaction Value Rises 47% Year-on-Year in 2025, with Semiconductors as a Core Sector第一财经https://www.yicai.com/news/103042914.html
- 70Nanjing Establishes Its First 'Trillion-Yuan' Industrial Cluster新浪网https://k.sina.com.cn/article_7857201856_1d45362c001901zda4.html
- 71Donghai Securities: Semiconductor Demand May Further Recover in February, Advises Buying on Dips新浪财经https://finance.sina.com.cn/jjxw/2026-02-06/doc-inhkvvnk1483134.shtml
- 72TSMC's 2nm Production Capacity Fully Booked, Semiconductor ETF (588170) and...每日经济新闻https://www.nbd.com.cn/articles/2026-02-03/4247003.html
- 73In-depth Research Report on Pre-market Rising Sector Forecasts for A-shares on February 3, 2026Unifuncshttps://unifuncs.com/s/WE9HBvvg
- 74Zhixin's 'Mingshu Large Model' Leads AI Race, Injects New Momentum into Digital Economy Development新浪科技https://k.sina.com.cn/article_7857201856_1d45362c0019021iju.html?from=tech
- 75Kema Technology's 2025 Profits May "Flip", Liu Xianbing's Fortune...亿邦动力网https://www.ebrun.com/20260208/639183.shtml
- 76China's Outbound M&A Transaction Value Surges 88% Year-on-Year in 2025, High-Tech Sectors Become Key Focus经济参考报http://jjckb.xinhuanet.com/20260206/5ed4dcd5d25941ae9eab31fb816fee87/c.html
- 77Domestic Full-Stack High-Performance GPU Medical AI Application Solution Released, Moore Threads Signs Agreement with Association新浪网https://k.sina.com.cn/article_7857201856_1d45362c0019027fmw.html?from=tech
- 78Action Plan Outlines 20 Key Tasks for Semiconductor and New Materials Sectors国际电子商情https://www.esmchina.com/news/
- 79Shanghai/Shenzhen-Hong Kong Stock Connect - China Market NewsAASTOCKShttp://www.aastocks.com/sc/cnhk/news/china-hot-topic-content.aspx?id=YLC6113166N&catg=4
- 80Zhejiang: Building a High Ground for AI Innovation and Development, Deepening and Expanding 'AI+'新浪财经http://finance.sina.com.cn/roll/2026-02-04/doc-inhkrihr6681462.shtml
- 81Huahai Chengke: AI-Driven Memory Super Cycle Benefits Advanced Packaging Materials每经网https://www.nbd.com.cn/articles/2026-02-06/4252016.html
- 82Cailian Press Morning Brief财联社https://www.cls.cn/detail/2276710
- 83Summary of Important Announcements on the New Third Board (February 2, 2026)和讯网https://stock.hexun.com/2026-02-02/223366365.html
- 84Cailian Press February 2 Morning News Highlights财联社https://www.cls.cn/detail/2277012
- 85MIIT Party Group Meeting: Orderly Advance Construction of Future Industry Pilot Zones, Promote Breakthroughs in 6G, Quantum Technology and Other Fields网易新闻https://www.163.com/dy/article/KKTLTEDI05568W0A.html
- 86E Fund Semiconductor Equipment ETF (159558), with High Equipment Allocation, Records Net Inflow of 241 Million Yuan Over Past 5 Days界面新闻https://www.jiemian.com/article/13974109.html
- 87Rising Prices! Semiconductor Industry Sees Another Wave of Coordinated Price Hikes as Three Companies Issue Price Increase Notices国际电子商情https://www.esmchina.com/news/13895.html
- 88Omdia: Automotive Semiconductor Industry Trends for 2026新浪财经https://finance.sina.com.cn/cj/2026-02-03/doc-inhknttp0392495.shtml
- 89DingTalk Beijing Summit Showcases AI Implementation Across Multiple Industries, Features Batch Enterprise Signings新浪科技https://k.sina.com.cn/article_7857201856_1d45362c0019021ik4.html?from=tech
- 90Guangdong Communications Administration: 21,000 New 5G Base Stations and 26,000 10GPON Ports to Be Added by 2026每经网https://www.nbd.com.cn/articles/2026-02-05/4251638.html
- 91CETC Equipment Successfully Ships First Set of 12-Inch Silicon Carbide Ingot Thinning EquipmentAAStockshttp://www.aastocks.com/sc/stocks/analysis/china-hot-topic-content.aspx?id=YLC6114109N&catg=4
- 92YiWangYiChuang Plans to Acquire Lianshi Chuanqi to Accelerate AI Technology Integration证券时报网https://www.stcn.com/article/detail/3633745.html
- 93Fenglong Co., Ltd. and Jiamei Packaging to Resume Trading on February 2中国基金报https://www.chnfund.com/article/AR936de79e-dd6c-70f9-1f3d-3a1f2a9de3c6
- 94Four Departments Including National Data Administration Jointly Issue Opinions on Fostering Data Circulation Service Institutions财联社https://jnzstatic.cs.com.cn/zzb/htmlInfo/1c82665c2979e249e828bfa29aa01e88.html
- 95ChinaAMC Semiconductor Equipment ETF Continues to Attract Capital Attention as SSE STAR Semiconductor Index Strengthens中证网https://www.cs.com.cn/tzjj/etf/202602/t20260206_6537132.html
- 96Driving New Breakthroughs in China's Future Industries华尔街见闻https://wallstreetcn.com/articles/3764697
- 97Who Will Be China's Next Major Hub for Chips in the Next Five Years?36氪https://www.36kr.com/p/3665991458661001
- 98Semiconductor Industry Bombarded by Price Hikes at Year's Start观察者网https://user.guancha.cn/main/content?id=1593311&comments-container
- 99SASAC to Establish Emerging Industry M&A Fund, Accelerating Formation of 'Patient Capital' National Team新浪财经https://finance.sina.cn/stock/ywgg/2026-02-04/detail-inhkrayv3828155.d.html?vt=4
- 100Analysis of Zhewen Interconnect's Trading Halt on February 3, 2026网易https://www.163.com/dy/article/KKR92JQI05568W0A.html
- 1012025 Hurun China 500 Released: Semiconductor Industry Shows Highest Growth新浪财经https://finance.sina.cn/2026-02-05/detail-inhktspr3033093.d.html?vt=4&node_id=76524
- 102Semiconductor Industry-Wide Price Hikes Drive Earnings Recovery, Non-Memory Chip Sector Poised for Value Reassessment新浪财经https://finance.sina.com.cn/roll/2026-02-03/doc-inhkpzpf7188755.shtml
- 103Sina Chip Hotspot Hourly Report | February 4, 2026, 12:00新浪科技https://k.sina.com.cn/article_7857201856_1d45362c0019021ij4.html?from=tech
- 104Huajin Strategy: Market to Remain Volatile but Strong in February, Tech and Cyclical Sectors Remain Key Themes东方财富网https://wap.eastmoney.com/a/202602013637863163.html
- 105Countdown 1 Day | Will China's MCU Market Improve or Become More Brutal by 2026?电子工程专辑https://www.eet-china.com/mp/a472104.html
- 106Zhejiang: Building a High Ground for AI Innovation and Development, Deepening and Expanding 'AI+'新浪科技https://k.sina.com.cn/article_7857201856_1d45362c0019021iju.html
- 107Third-Largest Foundry Makes Move! Jinghe Integration Invests 35.5 Billion Yuan in New Production Line, Possibly Targeting...东方财富网https://wap.eastmoney.com/a/202602073644701661.html
- 108Domestic Semiconductor Self-Sufficiency Rate to Reach 80% by 2026新浪科技https://k.sina.com.cn/article_5953466437_162dab0450670a0jgy.html?from=tech
- 109Aide Technology's Subscription Cap Ranks First Among New Listings Since 2026长信基金https://www.chnfund.com/article/ARd7ed4ec8-f1bb-f8ba-b9fb-3a1f297642a3
- 110Cross-Border M&A Wave Sees Chinese Companies on Global Shopping Spree新浪财经https://finance.sina.com.cn/jjxw/2026-02-07/doc-inhkxipv4725503.shtml
- 111Gansu Launches 'Ten Thousand Enterprises Networking' Project This Year to Integrate AI into Traditional Manufacturing新浪网https://k.sina.com.cn/article_7857201856_1d45362c001901zd3o.html
- 112Beijing Releases Innovation Development Action Plan for Atomic-Level Manufacturing (2026-2028)电子工程专辑https://www.esmchina.com/news/13905.html
- 113China's National Integrated Circuit Fund Plans to Reduce Stake in Semiconductor Segment Leader by Up to 3%富途牛牛https://news.futunn.com/post/68562863/national-large-fund-plans-to-reduce-stake-in-semiconductor-sub
- 114Liaoning Provincial Party Committee Theoretical Study Center Group Holds Special Study Session中新网辽宁https://www.ln.chinanews.com.cn/news/2026/0203/354070.html
- 115TCL, Comtech's 2025 Profits May 'Flip', Liu Xianbing's Fortune Exceeds 20 Billion Yuan腾讯新闻https://news.qq.com/rain/a/20260207A05QPL00