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China IT Industry Weekly: AI Hardware Wave and Domestic Substitution Accelerate, Focus on Semiconductor and Supercomputing Supply Chains
- 1China Mobile's Autonomous Network Project Wins International Award, First Chinese Operator to Claim Grand Championship经济参考报http://jjckb.xinhuanet.com/20260623/b5fcdce8dbb64411a86251beac105c1b/c.html
- 2High-End PCB Demand Surges: Two Industry Leaders Invest Nearly $800 Million in Capacity Expansion每日经济新闻https://www.nbd.com.cn/articles/2026-06-25/4437042.html
- 3Lenovo ISG China Sets Thousand-Billion Revenue Target, Ushering in a New Competitive Phase in China's Server MarketMoomoo财经https://www.moomoo.com/hans/news/post/71992615
- 4Eight Chinese Ministries Release Interpretation of 'AI + Consumption' New Policy中国工业新闻网https://www.cinn.cn/yc/2026/06-22/V1QP36Wk.html
- 5Beisen Holding Turns Profitable: HR SaaS Leader Bets on AI Application RevaluationZAKER新闻https://www.myzaker.com/article/6a3f60d0b15ec0601d27b0ca
- 6Electronics Industry Profit Surges 103.9% in First Five Months, Becoming Key Driver of Industrial Profit Recovery中国金融信息网https://www.cnfin.com/macro/
- 7Morning News: Major Breakthrough in Quantum Computing!证券时报https://www.stcn.com/article/detail/3978382.html
- 8CloudIn Converged Communications Files for Hong Kong IPO, Tsinghua Capital as Sole Sponsor证券时报https://www.stcn.com/article/detail/3965455.html
- 9IDC Report: Beisen Tops China's HCM SaaS Market for Tenth Consecutive Year, Sets Sail in the AI Era北森官网https://www.beisen.com/res/2758.html
- 10Digital Transformation Drives Growth Against the Odds: AI-Empowered New Thinking on Auto Aftermarket Channel Management Successfully Held in Shanghai销售易CRMhttps://www.xiaoshouyi.com/articlecollection
- 11China Telecom and Shanghai Municipal Government Jointly Launch 'Smart Cloud Shanghai' Urban Informatization Brand澎湃新闻https://www.thepaper.cn/newsDetail_forward_33402533
- 12BMW (Nanjing) Information Technology Co., Ltd. Releases Enterprise AI Maturity Assessment Blue Paper (2025)宝马中国https://www.press.bmwgroup.com/china/article/topic/803/%E4%BC%83%E4%B8%9A%E6%96%B0%E9%97%BB
- 13Beneath the Green Illusion: Who Pays for the Trillion-Dollar AI Chip Boom?澎湃新闻https://www.thepaper.cn/detail/33451501
- 14China Satellite Communications Enters Video Era, Terminal Track Signals Mass Production东方财富https://wap.eastmoney.com/a/202606273785413565.html
- 15Seven Departments Jointly Issue Action Plan for Collaborative Development of Large, Medium, and Small Enterprises in the Platform Economy (2026–2028)工信微报https://stcn.com/article/detail/3970821.html
- 16QuantumCTek Completes First Engineering Prototype of Domestic Dilution Refrigerator ez-Q F1500华尔街见闻https://wallstreetcn.com/live
- 17Wuhan Optics Valley Launches 'AI-Optics Bo Plan'证券之星https://finance.stockstar.com
- 18Pan Gongsheng's Keynote Speech at the 2026 Lujiazui Forum上海金融https://jrj.sh.gov.cn/ZXYW178/20260617/410f2082e598453dae17b9d813a4ae45.html
- 19Huawei Unveils New Chip Architecture, Bypassing Western Technology Paths网易财经https://www.163.com/dy/article/L03L1TIH0556N0OD.html
- 20US Think Tank Report: China Leads in Multiple Advanced Industry Sectors世界互联网大会https://cn.wicinternet.org/2026-06/26/content_38850991.htm
- 21Nanjing Officially Releases 2026 Action Plan to Accelerate AI + Software Development南京市人民政府https://www.nanjing.gov.cn/hdjl/xwfbh/2026njrjdh/index.html
- 22Chip 'Big Bull Stock' Yongxi Electronics Drops Bombshell: Splashing 10.3 Billion Yuan证券时报https://www.stcn.com/article/detail/3982987.html
- 23China's MIIT and Four Other Ministries Jointly Launch Industrial 5G Independent Private Network Pilot财联社https://www.cls.cn/detail/2408343
- 24Yonyou Retains Top Spot in China Enterprise Application SaaS Market for Another Year用友YonSuitehttps://www.yonsuite.com/news/7066.html
- 25Premier Li Qiang Signs State Council Decree, Promulgating the Regulations of the State Council on the Security of Industrial and Supply Chains财联社https://www.cls.cn/detail/2337232
- 26DeepSeek's Latest Paper: How to Make Large Models Run Faster网易科技https://tech.163.com/index.html
- 27Huawei Announces Wi-Fi 7 Patent Progress, Building a Fully Connected Intelligent World华为官网https://www.huawei.com/en
- 28Morning News: Key Updates That Could Impact the Stock Market证券时报https://www.stcn.com/article/detail/3970880.html
- 29Huadu District Artificial Intelligence Industry Promotion Center Officially Inaugurated花都区人民政府https://www.huadu.gov.cn/zzzs/hdxw/content/post_10842036.html
- 302026 China Information and Communication Industry Development High-Level Forum to Be Held in Beijing from July 2 to 4中国通信企业协会https://www.cace.org.cn/News/Ncontent?key=b11badc603e2b03f72f867edeead5ee6
- 31China's electromechanical products accelerate global expansion, with exports of 800G+ optical modules surging a hundredfold东方财富快讯https://kuaixun.eastmoney.com/yw.html
- 32Multiple Departments Release Policies: Guangdong Accelerates Computing Network Construction, Develops 6G and Large Models新浪财经https://finance.sina.com.cn/wm/2026-06-22/doc-iniefqry9130615.shtml
- 33Good News! A Major A-Share Stock Makes Sudden Announcement: Investing 10.3 Billion Yuan新浪财经https://finance.sina.com.cn/stock/zqgd/2026-06-26/doc-inietwvq5130377.shtml
- 34Domestic Embodied Intelligence and Robotics Sector Raises Over 46 Billion Yuan in First Half of 2026OFweekhttps://www.ofweek.com/ai/2026-06/ART-201717-8420-30692236.html
- 35Chip 'Big Bull Stock' Yongsheng Electronics Splashes 10.3 Billion Yuan, Semiconductor Packaging and Testing Industry Ushers in Major Expansion富途牛牛https://news.futunn.com/post/75190604
- 36China's First Commercial Space Situational Awareness Observation Array Completed and Operational东方财富网https://wap.eastmoney.com/a/202606243780161243.html
- 37China's Supercomputer Reclaims World's Top Spot: Lingsheng Supercomputer Tops Global TOP500 with 2.19 EFlops中新网https://www.shobserver.com/news/detail?id=1133409
- 38Accumulated Losses of 4.4 Billion Yuan in Three Years! Can AI 'Reshape' Yonyou?Moomoohttps://www.moomoo.com/hans/news/post/71854906
- 39Beisen Holding Turns Profitable in FY2026, Fully Transitions to AI Application Company in HR Sector北森官网https://www.xhby.net/content/s6a3e3d84e4b0baeb0111db5f.html
- 40ByteDance Reportedly Borrowing $20 Billion for AI, SoftBank's Son Calls 'Bubble Theory an Insult to AI'每日经济新闻http://www.datayuan.cn/article/23767.htm
- 41Changxin Technology Passes IPO Review, Plans to Raise 29.5 Billion Yuan, Becoming the Second-Largest in STAR Market History新华网https://www.news.cn/fortune/20260622/9353f90059564a2c9a58e79b48068fe3/c.html
- 42Cloud Wisdom Retains Top 10 Position in 2025 Asia-Pacific ITSM Software Market界面新闻https://www.jiemian.com/article/14605748.html
- 43Industrial 5G Independent Private Network Pilot Launched, Supporting Deep 5G Empowerment of Key Industries21财经https://www.21jingji.com/article/20260625/herald/f60936c26cf382de343c84c6e9b23bfc.html
- 44ByteDance Ramps Up Domestic Chip Procurement, Multiple AI Hardware Hot Stocks Issue Risk Warnings《科创板日报》https://www.myzaker.com/article/6a333e69b15ec04b6e5f623e
- 452026 Global Digital Economy Conference Kicks Off in Beijing on July 2新华网https://www.news.cn/tech/20260626/5de14a459f074df08fafba0c88cb8d4b/c.html
- 46AMEC: Etching Equipment Breakthrough, Quarterly Performance Preview富途牛牛https://www.futunn.com/hk/stock/688012-SH/news
- 47Space Computing Knocks on Hong Kong Stock Market: Guoxing Aerospace Races to Become 'First AI Satellite Stock' | Discovering Industrial 'Value'中国工业报https://www.cinn.cn/yc/2026/06-16/PDEpJNnr.html
- 4817 Hardcore Hangzhou Enterprises Make a Collective Debut at the 4th Chain Expo中国工业新闻网https://www.cinn.cn/2026/06-23/gD7OGP4D.html
- 49Seven Chinese Ministries Including MIIT Jointly 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/3970821.html
- 50SiC's AI Narrative and Value Reassessment: Basic Semiconductor Passes Hong Kong Stock Exchange Hearing新浪财经https://finance.sina.com.cn/stock/bxjj/2026-06-22/doc-iniefzfx7106539.shtml?froms=ggmp
- 51China's Version of Nasdaq Takes Shape, Hardcore Earnings Continue to Deliver, Only Lacking Long-Term Conviction21世纪经济报道https://www.21jingji.com/article/20260623/herald/03ecf7ae990b0e789a07021743e3d41c.html
- 52Strong Demand for Semiconductor Electronic Fluorinated Materials Driven by AI Computing Expansion Boosts Wafer and Memory Production同花顺https://news.10jqka.com.cn/realtimenews.html
- 53Field Research | Shenzhen: Packing Computing Power into AI Toys财经客户端https://www.mycaijing.com/article/detail/570845
- 54AI Takes the Spotlight! Top Three on Hurun Global Unicorn List All Focus on AI Track中山网https://www.zsnews.cn/news/index/view/cateid/37/id/777775.html
- 55Reiwei Technology Passes Hong Kong Stock Exchange Hearing, Accelerates Toward 18C Listing新浪财经https://finance.sina.com.cn/cj/2026-06-25/doc-inieqsme2541696.shtml
- 56After Nine Years, China's Supercomputer Returns to the Top of the World上观新闻https://k.sina.com.cn/article_7857201856_1d45362c001907b1fw.html
- 57Quantum Computing Industry Major News; Storage Chip Bull Stock Dapuwei Resumes Trading Today财联社https://www.cls.cn/detail/2378514