Sources (115)

China IT Industry Weekly Report (Feb 2 - Feb 8, 2026): Software Industry Enters the Ten-Trillion-Yuan Era, Semiconductor Self-Sufficiency Accelerates Beyond Expectations

1
Moore Threads Launches AI Coding Plan
36氪https://www.36kr.com/p/3668241626784640
2
Kesi 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
3
Nanjing's Software Industry Scale Exceeds 10 Trillion Yuan
人民日报http://finance.people.com.cn/n1/2026/0206/c1004-40660475.html
4
Spring 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
5
Memory 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
6
The Next Five Years: Which Region Will Emerge as China's Next Semiconductor Powerhouse?
36氪https://eu.36kr.com/zh/p/3665991458661001
7
E 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
8
Shengshu Technology Completes Over 600 Million Yuan in Series A+ Funding
东方财富网https://finance.eastmoney.com/a/202602063643256642.html
9
Yangtze 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
10
Japanese 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
11
UBTech Open-Sources Embodied AI Large Model Thinker
Capital Futureshttps://www.capitalfutures.com.tw/zh-tw/Financial/BreakingNewsArticle?ContentId=C26020300516
12
Provincial 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
13
China'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
14
Spring Rally Faces Test at Short-Term Resistance Level, Semiconductor ETF (588170...
界面新闻https://www.jiemian.com/article/13965017.html
15
Simgui: 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
16
China'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
17
603281: 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
18
Guangxi Issues Three-Year 'AI+' Action Plan
新浪网https://k.sina.com.cn/article_7857201856_1d45362c00190200xw.html
19
Domestic 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
20
MIIT 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
21
China'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
22
Wingtech'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
23
Kimi 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
24
Kema Technology Surges Over 9%, E Fund Semiconductor Equipment ETF Attracts Capital Inflows
东方财富网https://finance.eastmoney.com/a/202602053642669136.html
25
MIIT: 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
26
AI 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
27
IntelliFusion Unveils Three-Year Strategy for High-Computing Power Chips
21世纪经济报道https://www.21jingji.com/article/20260205/herald/9c26388f521b90ce0beee8a6cf2f4ed6.html
28
Nanjing 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
29
Announcement 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
30
Eight Departments Including MIIT Release 'Automotive Data Cross-Border Transfer Security Guidelines (2026 Edition)'
澎湃新闻https://www.thepaper.cn/newsDetail_forward_32529456
31
Semiconductor ETF Southern (159325) Sees 2.00 Million Share Increase on February 3
网易新闻https://www.163.com/dy/article/KKTN65PO05568W0A.html
32
China'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
33
China'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
34
MIIT'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
35
China'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
36
Four 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
37
VeriSilicon'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
38
Breaking 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/
39
Storage Giants Jointly 'Restrict Purchases' to Prevent Customer Hoarding, Sci-Tech Innovation Semiconductor ETF - Financial News
财闻https://www.caiwennews.com/article/1416479.shtml
40
PwC: 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
41
Chiprise 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
42
Domestic Semiconductor Equipment Advances Rapidly: Lithography Machine Supplier Breaks into Global Top 20
快科技https://news.mydrivers.com/tag/xinpian.htm
43
Summary of Important Announcements on the New Third Board (February 2, 2026)
和讯网http://stock.hexun.com/2026-02-02/223366365.html
44
Jimo 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
45
Feature | 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
46
Yongzhi Co., Ltd. (874701): Beijing Stock Exchange IPO Application Enters Tutoring Period
古东管家https://www.gudongtech.com/depth/7361982602436773
47
China'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
48
Unprecedented 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
49
DingTalk 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
50
National 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
51
Chipone Acquires Analogix Semiconductor Stake via Changhou Intelligence and Guangzhou Bay Area Semiconductor Group
国际电子商情https://www.esmchina.com
52
Daily 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
53
Soaring Over 102%! Major Boost for the Chip Industry!
证券时报https://www.stcn.com/article/detail/3624299.html
54
2026 Central Document No. 1: Promoting the Integration of AI and Agricultural Development
财联社https://www.cls.cn/detail/2279754
55
16th 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
56
Wingtech'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
57
Yongzhi Shares Initiates IPO, Jiangsu Semiconductor Materials Firm Races Toward Beijing Stock Exchange
芯东西https://zhidx.com/p/533649.html
58
China 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
59
Fire Incident at Subsidiary of Chipmore Technology
电子工程专辑https://www.eet-china.com/mp/a472915.html
60
Global 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
61
Central Bank Credit Work Conference Emphasizes Support for Technological Innovation and Digital Finance
网易新闻https://www.163.com/dy/article/KL03VSTV05568W0A.html
62
Wall Street Insights Breakfast FM-Radio | February 3, 2026
华尔街见闻https://www.yeeyi.com/news/details/2968062/
63
Changguang Huaxin Clarifies Rumors of Huawei's 4.5 Billion Yuan Strategic Investment as False Information
钛媒体https://www.tmtpost.com/7867026.html
64
Wingtech'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
65
Qianwen 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
66
Full-Sector Surge! Who's Behind the Rally?
新浪财经https://finance.sina.com.cn/roll/2026-02-02/doc-inhkmfsh8051765.shtml
67
JimoXin 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
68
A Batch of National Standards Takes Effect Today
CCIChttps://sh.ccic.com/xwdt/yndt/art/2026/art_a690c11febd442c3b24b67a18ab04b53.html
69
China'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
70
Nanjing Establishes Its First 'Trillion-Yuan' Industrial Cluster
新浪网https://k.sina.com.cn/article_7857201856_1d45362c001901zda4.html
71
Donghai 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
72
TSMC'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
73
In-depth Research Report on Pre-market Rising Sector Forecasts for A-shares on February 3, 2026
Unifuncshttps://unifuncs.com/s/WE9HBvvg
74
Zhixin'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
75
Kema Technology's 2025 Profits May "Flip", Liu Xianbing's Fortune...
亿邦动力网https://www.ebrun.com/20260208/639183.shtml
76
China'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
77
Domestic 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
78
Action Plan Outlines 20 Key Tasks for Semiconductor and New Materials Sectors
国际电子商情https://www.esmchina.com/news/
79
Shanghai/Shenzhen-Hong Kong Stock Connect - China Market News
AASTOCKShttp://www.aastocks.com/sc/cnhk/news/china-hot-topic-content.aspx?id=YLC6113166N&catg=4
80
Zhejiang: 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
81
Huahai Chengke: AI-Driven Memory Super Cycle Benefits Advanced Packaging Materials
每经网https://www.nbd.com.cn/articles/2026-02-06/4252016.html
82
Cailian Press Morning Brief
财联社https://www.cls.cn/detail/2276710
83
Summary of Important Announcements on the New Third Board (February 2, 2026)
和讯网https://stock.hexun.com/2026-02-02/223366365.html
84
Cailian Press February 2 Morning News Highlights
财联社https://www.cls.cn/detail/2277012
85
MIIT 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
86
E 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
87
Rising 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
88
Omdia: Automotive Semiconductor Industry Trends for 2026
新浪财经https://finance.sina.com.cn/cj/2026-02-03/doc-inhknttp0392495.shtml
89
DingTalk 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
90
Guangdong 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
91
CETC Equipment Successfully Ships First Set of 12-Inch Silicon Carbide Ingot Thinning Equipment
AAStockshttp://www.aastocks.com/sc/stocks/analysis/china-hot-topic-content.aspx?id=YLC6114109N&catg=4
92
YiWangYiChuang Plans to Acquire Lianshi Chuanqi to Accelerate AI Technology Integration
证券时报网https://www.stcn.com/article/detail/3633745.html
93
Fenglong 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
94
Four 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
95
ChinaAMC 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
96
Driving New Breakthroughs in China's Future Industries
华尔街见闻https://wallstreetcn.com/articles/3764697
97
Who Will Be China's Next Major Hub for Chips in the Next Five Years?
36氪https://www.36kr.com/p/3665991458661001
98
Semiconductor Industry Bombarded by Price Hikes at Year's Start
观察者网https://user.guancha.cn/main/content?id=1593311&comments-container
99
SASAC 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
100
Analysis of Zhewen Interconnect's Trading Halt on February 3, 2026
网易https://www.163.com/dy/article/KKR92JQI05568W0A.html
101
2025 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
102
Semiconductor 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
103
Sina Chip Hotspot Hourly Report | February 4, 2026, 12:00
新浪科技https://k.sina.com.cn/article_7857201856_1d45362c0019021ij4.html?from=tech
104
Huajin 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
105
Countdown 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
106
Zhejiang: 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
107
Third-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
108
Domestic Semiconductor Self-Sufficiency Rate to Reach 80% by 2026
新浪科技https://k.sina.com.cn/article_5953466437_162dab0450670a0jgy.html?from=tech
109
Aide 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
110
Cross-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
111
Gansu 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
112
Beijing Releases Innovation Development Action Plan for Atomic-Level Manufacturing (2026-2028)
电子工程专辑https://www.esmchina.com/news/13905.html
113
China'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
114
Liaoning 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
115
TCL, 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