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China IT Industry Weekly Report: Policy Dividends and AI Investment Converge, Focusing on Hardware and Platform Ecosystems
- 1National Economy Maintains Stable Performance in May, Showing New and Improved Trends国家统计局https://www.stats.gov.cn/sj/zxfb/202606/t20260616_1963954.html
- 2Nexus Hyperfabric for AI Infrastructure | Case StudyCiscohttps://www.cisco.com/site/cn/zh/solutions/cisco-on-cisco/cisco-nexus-hyperfabric-ai-infrastructure.html
- 3Semiconductor Supply Chain Surges: Chip ETF Invesco (159560) Soars Nearly 5%21财经https://www.21jingji.com/article/20260617/herald/1e52bce92e1e2cfa1d8dba90a9e22a14.html
- 4Opportunities Arise for AI-Powered One-Person Companies! Seven Ministries Issue Directive to Accelerate Expert Cultivation东方财富网https://wap.eastmoney.com/a/202606183776522475.html
- 5AI + E-commerce: How to Illuminate '618'珠海政企通https://zhsme.org.cn/news/getNewsByNewsId?newsId=99ebe991-024e-4e9e-afbc-dd073e35f4ba
- 6Press Conference Transcript: Global Brain-Computer Interface × Healthcare Innovation Scenario Competition Launch国家医疗保障局https://www.nhsa.gov.cn/art/2026/6/17/art_14_21028.html
- 7FTSE China A50 Index Undergoes Major Adjustment, Adding GigaDevice, Montage Technology, DSBJ, Victory Giant Technology, and Weichai Power财联社https://www.cls.cn/detail/2390171
- 8China Issues Guidelines on Data Classification and Grading for Financial Information Services: Experts Say Data Management Enters a New Phase of 'Refinement, Quantification, and Collaboration'天天基金https://fund.eastmoney.com/a/202606143770629693.html
- 9Semiconductor Equipment Investment Logic Made Simple: Demand-Side Analysis新华网http://www.news.cn/finance/20260615/c1790342ae3249f5a6f8f3c680e5f3ad/c.html
- 10Good News After Market Close! Seven Ministries Jointly Release Major Policy!新浪财经https://finance.sina.cn/2026-06-18/detail-inicvrtp3210938.d.html?vt=4&node_id=76729
- 11Why the Only 'Pure Hard Tech' Index in Stock Connect Significantly Outperforms Hang Seng Tech?21财经https://www.21jingji.com/article/20260617/herald/a3b03048d84d000b9037d753a2f104d9.html
- 12China Mobile, China Unicom, and China Telecom Recently Launched Diverse Token Packages东方财富网https://kuaixun.eastmoney.com/index.html
- 13New Generation Information Technology Sector Adds 'Quantum'; High-End Equipment Sector Adds 'Robotics'新浪财经https://finance.sina.cn/2026-06-18/detail-inicuqhc5568994.d.html?vt=4&node_id=79649
- 14Major A-Share Adjustments Take Effect Tomorrow; A-Share Apple Supply Chain Giant Expands into Optical Communications | Weekend News Digest东方财富网https://wap.eastmoney.com/a/202606143770700022.html
- 15When 95% of Enterprises See No AI Returns, This Chinese Automaker Keeps a Ledger for AIDOIThttps://www.doit.com.cn/itnews/817418610212933.html
- 16China's AI Enterprise Count Exceeds 6,000, Forming a Complete Industrial Ecosystem央视新闻https://news.cctv.com/2026/06/12/ARTIHnOPpto1oS2R0G7f06kw260612.shtml
- 17Guangdong Province Implements Plan to Expand and Upgrade Service Sector: Building an Internationally Competitive Software and IT Services Innovation Center财闻https://www.caiwennews.com/article/1488098.shtml
- 18Spokesperson for the National Bureau of Statistics Answers Press Questions on National Economic Performance in May 2026国家统计局https://www.stats.gov.cn/sj/sjjd/202606/t20260616_1963960.html
- 19HKUST Launches Cheng Tsang Man Robotics Institute Corporate Partnership Program香港科技大学https://hkust.edu.hk/zh-hant/news/news
- 20Seven Departments Including MIIT Issue Action Plan for Collaborative Development of Large, Medium, and Small Enterprises in the Platform Economy (2026-2028)证券时报https://www.stcn.com/article/detail/3968817.html
- 21China's Lithium Battery Cathode Material Shipments Reach 5.025 Million Tons in 202521世纪经济报道https://www.21jingji.com/article/20260620/herald/8d8fbd79293086ed803cb71f8cb450cc.html
- 22Smart 'Ace' Helps Shanghai Achieve Key Leap解放日报https://www.shobserver.com/staticsg/res/html/journal/detail.html?code=jfrb&date=2026-06-20&id=516954&page=01
- 23He Xiaopeng Takes Personal Charge of Robotics Business, Aims for Mass Production of Humanoid Robot IRON by End of 2026中国工业新闻网https://www.cinn.cn/yc/2026/06-14/eryvoEpD.html
- 24ByteDance Reportedly to Spend Over 200 Billion Yuan on AI This Year财联社https://www.cls.cn/detail/2367077
- 25Embedded in Every Industry, Software Becomes Increasingly 'Hard'人民网https://finance.people.com.cn/BIG5/n1/2026/0611/c1004-40738001.html
- 26Software Becomes Increasingly 'Hard' (Industry Insights: Driving High-Quality Development of Producer Services)人民网http://finance.people.com.cn/BIG5/n1/2026/0611/c1004-40738001.html
- 27Hardware Fully Rivals Apple & Samsung, Is PICO's High-End Breakthrough Path Smooth?新浪财经https://finance.sina.com.cn/wm/2026-06-18/doc-inicvrtm6423902.shtml
- 28State Council Information Office Holds Press Conference on National Economic Performance in May 2026国务院新闻办公室http://www.scio.gov.cn/live/2026/38783/index.html
- 29AI Hardware Sector Surges, ChiNext Index Soars 5.30%证券时报https://www.stcn.com/article/detail/3963080.html
- 30Kimi Raises Over $1.2 Billion in Consecutive Funding Rounds, Valuation Doubles to Exceed $10 Billion财联社https://www.cls.cn/detail/2293072
- 31AI Shopping Assistants Debut in 6·18 Grand Promotion上观新闻https://www.shobserver.com/staticsg/res/html/journal/detail.html?code=xmwb&date=2026-06-18&id=516773&page=5
- 32At HDC 2026, Huawei Qingyun Delivers a New Answer Sheet for HarmonyOS Commercial UseZAKER新闻https://www.myzaker.com/article/6a2d32e48e9f0909aa640cf9
- 33Ministry of Industry and Information Technology Issues the 'Implementation Opinions on the Innovative Development of AI + Information and Communications (2026-2028)'上海资讯周报https://wsb.sh.gov.cn/ztzl/shzxzb/20260616/152f6772bc674b8fa25c7404fa07249e.html
- 34AI Hardware Sector Continues to Surge, Shanghai Composite Closes Above 4,100 Points证券时报https://www.stcn.com/article/detail/3967864.html
- 35PBOC Governor Pan Gongsheng: Authorizes Six Banks to Pilot Offshore RMB Forex Trading in Shanghai Free Trade Zone国家外汇管理局http://m.safe.gov.cn/safe/2026/0617/27580.html
- 36ChiNext Index Surges Over 1% Then Retreats; AI Hardware Rallies Again, Hang Seng Tech Index Falls Over 2% with Broad Tech Stock Decline上海有色网https://news.smm.cn/news/103958013
- 37AI + E-commerce: How to Illuminate the '618' Shopping Festival中国科技网https://www.stdaily.com/web/gdxw/2026-06/16/content_533264.html
- 38Closing Review: ChiNext Index Surges Over 2% to Hit New Record High, Computing Hardware Concept Stocks Rally Broadly新浪财经https://www.xincai.com/article/nicvfcx2305435
- 392026 Nanjing Software Conference to Open: Unveiling Smart Software Factories, Digital Employee Industrial Park, and More南京广播电视台https://www.nbs.cn:10443/news/5/202606/t20260617_787029.html
- 40Key Habits That May Be Leaking Your Personal Information中国国情http://guoqing.china.com.cn/2026-06/15/content_118548450.shtml
- 41Seven Chinese Ministries Including MIIT Target 'Involution' Competition, Aim to Clean Up Livestream E-commerce Sector同花顺https://m.10jqka.com.cn/20260621/c677595246.shtml
- 42DeepSeek Completes First External Funding Round, Raising Over 50 Billion Yuan21经济网https://www.21jingji.com/article/20260617/herald/dd1fbb60d71d46bcdfb53009d6304775.html