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China IT Sector Weekly Report (2026/02/23-03/01): AI Models and Semiconductors Lead Gains, Strong Momentum in Domestic Substitution and Ecosystem Expansion
- 1NPC Deputy Zhu Jiandi: Accelerate Exploration of Listing Standards for Humanoid Robot Companies同花顺http://news.10jqka.com.cn/20260301/c674996463.shtml
- 2Fully Configured with 8,192 Ascend Cards, Huawei Debuts World's Most Powerful Super Node Overseas观察者网https://k.sina.com.cn/article_7857201856_1d45362c001902r474.html
- 3Domestic Chip Companies Raise Prices by at Least 10%, 11 Semiconductor Stocks Forecast Net Profit Growth Exceeding 100%21财经https://www.21jingji.com/article/20260226/herald/371d1d19544dc11f8ef861722e92339e.html
- 4Hua Hong Semiconductor, SMIC, and Innoscience Lead Industry in Short Selling Volume证券之星https://hk.stockstar.com/RB2026022400034594.shtml
- 5National Standards for AI Operator Interfaces Enhance AI Software-Hardware Compatibility新浪网https://k.sina.com.cn/article_7857201856_1d45362c001902qe9s.html
- 6Huawei Chairman Liang Hua: HarmonyOS Terminal Devices Surpass 40 Million每日经济新闻https://www.nbd.com.cn/articles/2026-02-24/4267104.html
- 7Digital Sector Developments Throughout February 23, 2026鉅亨網https://m.cnyes.com/news/id/6349759
- 8Wingtech Responds to Progress on Nexperia Control Rights; NVIDIA Earnings Exceed Expectations Again21财经https://www.21jingji.com/article/20260226/herald/af01f347114a88c5c659a72bca9ba246.html
- 9Sina Internet Hotspots Hourly Report | 05:00, February 23, 2026新浪互联网https://cj.sina.com.cn/articles/view/7857201856/1d45362c001902jupa?froms=ggmp
- 10Moonshot AI (Kimi) Secures Highest Funding Round in Large Model Industry in Nearly a Year, Becomes a Decacorn南方财经网https://m.sfccn.com/2026/2-24/yMMDE1MjBfMjEwOTIyMA.html
- 11Statistical Communiqué of the People's Republic of China on the 2025 National Economic and Social Development人民日报https://cpc.people.com.cn/n1/2026/0301/c64387-40672492.html
- 12Cost Pressures and AI Demand Surge Trigger Price Hikes in Power Semiconductors21财经https://www.21jingji.com/article/20260227/herald/261a39fa1afcb68decdb4a596d295445.html
- 13High-Equipment-Content Sci-Tech Semiconductor ETF (588170) Sees Narrowed Decline新浪财经https://cj.sina.com.cn/articles/view/5182171545/134e1a99902002chsa
- 14Easyhome Launches AI Designer App and Attends NVIDIA Developer Conference新华网https://www.news.cn/jiaju/20260224/7578009045d643eea7f674cc5c0f5279/c.html
- 15Exclusive | Zhongke Fifth Era Secures New Funding: Sequoia Invests in Unitree Supplier投资界https://news.pedaily.cn/202602/561229.shtml
- 16BIWIN Storage: 2025 Net Profit Attributable to Shareholders Surges 438% Year-on-Year中国证券报https://www.mrjjxw.com/articles/2026-02-27/4272913.html
- 17Zhipingfang Completes Over 10 Billion Yuan Series B+ Financing, Company Valuation Exceeds 100 Billion Yuan新浪财经https://finance.sina.com.cn/tech/roll/2026-02-23/doc-inhnusxm6984375.shtml
- 18Jingzhida Plans Private Placement of 29 Billion Yuan, Major Shareholder Seeks to Cash Out 4.4 Billion Yuan After 200% Stock Surge in Six Months21财经https://www.21jingji.com/article/20260228/herald/770832bfa106dc0633cb30d32ccd3b24.html
- 19Memory Chips Enter Super Cycle, GF Semiconductor Equipment ETF Rises 1.04%财闻网https://www.caiwennews.com/article/1419804.shtml
- 20Domestic Chip Companies Raise Prices by at Least 10%, 11 Semiconductor Stocks Forecast Net Profit Growth Exceeding 100%新浪财经https://finance.sina.com.cn/stock/marketresearch/2026-02-26/doc-inhpaxnu4574758.shtml
- 21Alibaba Cloud Launches Low-Cost AI Programming Package, Integrating Four Top Open-Source Models新浪科技https://k.sina.com.cn/article_5953190046_162d6789e06702pshs.html
- 22Semiconductor Market Sees Price Increases Across Multiple Segments as Industry Sentiment Continues to Rise东方财富https://wap.eastmoney.com/a/202603013657752371.html
- 23Sina Tech Hotspot Hourly Report | February 23, 2026, 20:00 - Today's Real-time Tech Hotspot Express新浪科技https://k.sina.com.cn/article_7857201856_1d45362c001902k7wi.html
- 24Major Capital Raise! 28 Billion CNY A-Share Company Plans to Boost Semiconductor Testing and Related Fields21财经https://www.21jingji.com/article/20260228/herald/e08cfd3fe6443fde35e23eb342474f5a.html
- 25SAIC Invests in Renxin Technology, Completes New Round of Strategic Financing上海证券报https://www.cnstock.com/commonDetail/639910
- 26Supreme People's Court Releases Guiding Cases on 'Strengthening Judicial Protection of Intellectual Property Rights in Technological Innovation'最高人民法院https://www.court.gov.cn/zixun/xiangqing/490531.html
- 27Over 100 Companies Queue for IPOs with Nearly Half Targeting STAR Market, Shanghai Tech Firms Continue Listing Frenzy in Year of the Horse解放日报https://jrj.sh.gov.cn/ZXYW178/20260224/c43414f358af459f837494d466995c30.html
- 28Waterdrop CEO Shen Peng Issues 2026 New Year Letter: Completing the Leap from 'Using AI Tools' to 'AI-Native Company'21世纪经济报道http://www.21jingji.com/article/20260224/herald/77805617feecdfc92c207ad9b0bbc023.html
- 29How Will China Mobile Operate in 2026? One Word: Transform!电子工程专辑https://www.eet-china.com/mp/a475850.html
- 30Zhongying Technology Announces Related-Party Acquisition新浪财经https://finance.sina.com.cn/roll/2026-02-28/doc-inhpimsu0216593.shtml
- 31Another Semiconductor Manufacturer Raises Prices, Stock Surges Over 11% Intraday, MacroMicro Tech Responds21财经https://www.21jingji.com/article/20260224/herald/c55db49f7439950c4e5303b04767f126.html
- 32Fourth-Generation Semiconductor Sector Rises 2% on February 24东方财富https://wap.eastmoney.com/a/202602243652394570.html
- 33Sina Hardware Hotspots Hourly Report | February 23, 2026, 13:00新浪科技https://k.sina.com.cn/article_7857201856_1d45362c001902k0xk.html?from=tech
- 34Over 150 Semiconductor Companies Report Earnings: Revenue 'Broadly Increases' but Profits 'Mixed'富途资讯https://news.futunn.com/post/69410236
- 35Shenkeda Returns to Profitability in 2025, Driven by Industry Recovery and Operational Efficiency Gains证券时报https://www.stcn.com/article/detail/3655308.html
- 36Sina Semiconductor Hotspot Hourly Report | February 27, 2026, 09:00新浪财经https://k.sina.com.cn/article_7857201856_1d45362c001902nlwi.html?from=finance
- 37NIO's Chip Subsidiary Anhui Shenji Technology Completes First Equity Financing Round of 2.257 Billion Yuan新华财经https://m.cnfin.com/yw-lb/zixun/20260227/4381898_1.html
- 38What Are Private Equity Giants Like Gaoyi, Springs Capital, and Greenwoods Eyeing?东方财富网https://emwap.eastmoney.com/a/202602233651945216.html
- 39Sina Semiconductor Hotspot Hourly Report | February 25, 2026, 20:00新浪财经https://k.sina.com.cn/article_7857201856_1d45362c001902lo7m.html
- 40Taiji Industry's February 24, 2026 Limit-Up Analysis: Semiconductor Project Win + Share Buyback + Commercial Paper Approval网易https://www.163.com/dy/article/KMHANKTM05568W0A.html
- 41A-Share M&A and Restructuring Exceed 500 Cases Since Year Start, Hard Tech Sectors Show High Activity东方财富网https://finance.eastmoney.com/a/202602273655787740.html
- 42Authorized Release: Statistical Communiqué of the People's Republic of China on the 2025 National Economic and Social Development新华社https://www.news.cn/politics/20260228/080d00a592334a7c9aa4574f98e48a24/c.html
- 43Zhipingfang Completes Series B Financing Exceeding 10 Billion Yuan, with Baidu Strategic Investment Among Investors新浪财经https://k.sina.com.cn/article_7857201856_1d45362c001902kf2o.html
- 44Unitree Tech's Spring Festival Gala Robot Performance Demonstrates Global Breakthrough in Fully Autonomous Swarm Control Technology新浪科技https://k.sina.com.cn/article_7857201856_1d45362c001902kgz0.html
- 45Tomorrow Marks First Post-Holiday Trading Day for A-Shares, Institutions Analyze Impact of Four Key Variables During Spring Festival21财经https://www.21jingji.com/article/20260223/herald/25076eaaa1d8fe6df1c270161ced4e0e.html
- 46China's AI API Call Volume Surpasses U.S. for First Time, with Four Chinese Models Dominating Global Top Five21世纪经济报道https://www.21jingji.com/article/20260227/herald/e1f54f81c8986534ca729b692c861ef3.html
- 47CSRC Responds to Proposals on FinTech Innovation Pilot Cities for Capital Markets21财经https://www.21jingji.com/article/20260301/herald/84f17e1d05b44dc5cb8f6d82e06ffddb.html
- 48Thousand Reports Decode A-Shares: Over 70 Companies Double Earnings, AI Industry Chain Emerges as Top Wealth GeneratorUnknownhttps://www.yicai.com/news/103064180.html
- 49China Galaxy Securities: Bullish on Investment Opportunities in Domestic Computing Power Chips, Memory Chip Price Supercycle, and Other Semiconductor Segments新浪财经https://finance.sina.com.cn/stock/hkstock/ggscyd/2026-02-27/doc-inhpfhtu0931156.shtml
- 50Sina Tech Hotspots Hourly Report | February 22, 2026, 23:00 - Today's Real-time Tech Hotspots Delivery新浪科技https://cj.sina.cn/articles/view/7857201856/1d45362c001902jmgo?froms=ggmp
- 51E Fund Science and Technology Innovation Chip Design ETF (589030) Turns Positive During Trading Session, Records Net Inflow of ¥126 Million Over Past 15 DaysUnknownhttps://www.jiemian.com/article/14030250.html
- 52Price Hikes Extend Further to Non-Memory Sectors Including Power Semiconductors and MLCCs电子工程专辑https://www.eet-china.com/mp/a477106.html
- 53002980 Plans to Invest 460 Million Yuan in Acquisition of Optical Communication Module and Optical Chip Testing Firm证券时报https://www.stcn.com/article/detail/3655059.html
- 54Yongsi Electronics 2025 Performance Report: Revenue Hits 44 Billion Yuan with Net Profit Up 23.99%东方财富网https://finance.eastmoney.com/a/202602243652894586.html
- 55Revenue Reaches 1.122 Billion Yuan! ZW Microelectronics Releases 2025 Performance Flash Report阿拉丁https://www.alighting.com/news_show.aspx?id=177618
- 56Sina Semiconductor Hotspot Hourly Report | February 27, 2026, 00:00新浪财经https://k.sina.com.cn/article_7857201856_1d45362c001902mvje.html
- 57Domestic Power Semiconductor Price Hikes Begin, Is a 'Golden Era' Coming for the Semiconductor Upstream?韭研公社https://www.jiuyangongshe.com/a/4edbngjr8we
- 58Zhenbao Technology Advances in STAR Market IPO, Strengthening Semiconductor Component Industry Foundation Through Deep Industry Cultivation央广网https://finance.cnr.cn/IPOgc/20260228/t20260228_527538337.shtml
- 59List of A-Share Companies Disclosing M&A Progress This Week: Leading Stock Hits 5 Limit-Ups in 7 Days新浪财经https://finance.sina.com.cn/jjxw/2026-02-28/doc-inhpkaqk2926291.shtml
- 60Shanghai/Shenzhen-Hong Kong Stock Connect - China Market NewsAASTOCKShttp://www.aastocks.com/sc/cnhk/news/china-hot-topic-content.aspx?id=YLC6118472N&catg=4
- 61Hua Hong Semiconductor Rises Nearly 5% in Morning Trading as CMB International Maintains 'Hold' Rating新浪财经https://finance.sina.com.cn/stock/hkstock/marketalerts/2026-02-23/doc-inhnunrm9982308.shtml?cre=tianyi&mod=pchp&loc=4&r=0&rfunc=3&tj=cxvertical_pc_hp&tr=12
- 62China's Semiconductor Giant Hygon Information Reports Over 31% Net Profit Growth in 2025中新网https://www.chinanews.com.cn/cj/2026/02-25/10576639.shtml
- 63Two Sessions Policies Drive AI Infrastructure Upgrade, Tech Growth Valuation Recovery Underway, China Universal Hang Seng Tech...网易财经https://www.163.com/dy/article/KMEUAR42051987V2.html
- 64China's MiniMax M2.5 Model Tops OpenRouter Chart with 61% Share新浪财经https://www.xincai.com/article/nhpmuxw9345589
- 65Huawei Chairman Liang Hua: HarmonyOS Terminal Devices Surpass 40 Million, Over 75,000 Native Apps and Cloud Services Available新浪财经https://k.sina.com.cn/article_7857201856_1d45362c001902koba.html
- 66Jingzhida Plans Private Placement to Raise Up to 2.96 Billion Yuan to Enhance Industrialization Capabilities for High-End Semiconductor Testing Equipment中国半导体网http://www.cb.com.cn/index/show/kx/cv/cv135711671557
- 67Alibaba Cloud's Bailian Launches Coding Plan Featuring Multi-Model API Services Including Qwen3.5泰伯网https://www.taibo.cn/p/99049
- 68Over 150 Semiconductor Companies Report Earnings: Revenue 'Broadly Increases' While Profits 'Mixed' as Price Hike Wave Emerges中国能源报https://www.cnenergynews.cn/article/4QZBKxb12vw
- 69A-Share M&A Activity Exceeds 500 Deals Since Year Start, Hard Tech Sectors Lead in Activity新浪财经https://finance.sina.com.cn/jjxw/2026-02-27/doc-inhperwa1187950.shtml?froms=ggmp
- 70¥90 Billion in Fresh Capital Enters Market! Mutual Funds Focus on Two Key Themes澎湃新闻https://www.thepaper.cn/newsDetail_forward_32642578
- 71Domestic Models Dominate OpenRouter Rankings as Token Usage Soars, Programming and Agent Capabilities Emerge as Decisive Factors财联社https://www.cls.cn/detail/2293160
- 72China's StarNet Launches Two Key Procurement Initiatives to Accelerate Satellite Internet Industry Deployment华尔街见闻https://wallstreetcn.com/articles/3766091
- 73Announcement Regarding Abnormal Stock Price Fluctuations of Wus Printed Circuit Co., Ltd.东方财富https://finance.eastmoney.com/a/202602263655586991.html