Huawei HarmonyOS PC is about to debut!
Huawei HarmonyOS PC is about to debut! Quantum computer, new news! Microsoft Skype officially ceases operations
Today's Introduction
Huawei will hold a HarmonyOS Computer Technology and Ecology Communication Conference in Shenzhen on May 8th, at which HarmonyOS Computer will officially debut.
The reporter learned from the Anhui Provincial Quantum Computing Engineering Research Center that Benyuan Quantum Computing Technology (Hefei) Co., Ltd. has officially launched the fourth generation of China's independent quantum computing measurement and control system "Benyuan Tianji 4.0", which supports 500+qubits. This marks that China's quantum computing industry has the ability to replicate and iterate engineering production, laying an industrial foundation for the mass production of hundred level quantum computers.
On May 5th, Skype, an instant messaging software under Microsoft Corporation in the United States, officially ceased operations, and its core functions will be migrated to Microsoft Teams, another communication software promoted by Microsoft.
Macro news
1. On May 6, the Information Office of the State Council reported that the Information Office of the State Council would hold a press conference at 9:00 a.m. on May 7 to invite the heads of the People's Bank of China, the State Administration of Financial Supervision and Administration, and the China Securities Regulatory Commission to introduce the relevant information about "a package of financial policies to support market stability expectations" and answer questions from journalists.
2. Recently, the State Administration for Market Regulation issued a notice on the special supervision and inspection of civil "three meters" measurement in 2024. According to the report, there are currently 660 million electricity meters, 320 million water meters, and 260 million gas meters in use nationwide. A total of 2.96 million electric energy meters were randomly inspected during this supervision and inspection, of which 1799 were found to be unqualified, with a pass rate of 99.94%; 1.69 million water meters were randomly inspected, of which 10600 were found to be unqualified, with a pass rate of 99.37%; 1.31 million gas meters were randomly inspected, and 2923 were found to be unqualified, with a pass rate of 99.78%. From the perspective of special supervision and inspection, the overall qualification rate of the national civil "three meters" verification is at a relatively high level.
3. On May 6th, the Ministry of Transport released data showing that during this year's May Day holiday, the cross regional personnel flow in the whole society exceeded 1.465 billion people, specifically 1.46594 billion people. The cross regional personnel flow in the whole society continued to operate at a high level.
4. During this year's May Day holiday (May 1st to May 5th, 2025), the duty-free shopping market on Hainan's outlying islands is bustling with consumption. According to statistics from Haikou Customs, the customs supervised a total of 510 million yuan in duty-free shopping on outlying islands, with 79100 shoppers.
5. The Shenzhen Stock Exchange has recently revised the "Guidelines for the Management and Evaluation of Trading Behavior of Shenzhen Stock Exchange Member Customers" to further strengthen the responsibility of member customer trading behavior management and better play the supervisory and guiding role of the evaluation mechanism. It is reported that this revision has increased the basis for higher-level rules and improved the content of member evaluations, adding two new evaluation contents: "Members' management of programmatic trading" and "Members' management of margin trading and securities lending". In addition, key monitoring of securities management and strengthening customer trading risk warnings have been added to the original evaluation of "Members' Collaborative Self discipline Supervision". In addition, this revision has also optimized the regulations for the use of evaluation results, clarifying that for members with an evaluation star rating of two stars or below and an evaluation score of less than 70 points, measures such as verbal inquiries and verbal reminders can be taken, and self regulatory measures will not be taken; Members with a rating of two stars or below and an evaluation score of less than 60 points are generally included in the on-site inspection scope.
6. CCTV reporters learned from the National Data Bureau on the 5th that the country will continue to increase central financial investment to support local and industry construction of a number of basic, public welfare, and long-term data infrastructure projects; Make good use of super long term special treasury bond funds to accelerate the construction of national data infrastructure architecture; Accelerate the development of the national data infrastructure plan for the 15th Five Year Plan.
7. The onshore Chinese yuan rose to its highest level against the US dollar since November last year, reaching a peak of 7.2126 and now trading at 7.2142.
8. Recently, the Hainan Provincial Government held a special meeting to study and deploy efforts to accelerate the implementation of core policies for the Hainan Free Trade Port. The meeting pointed out that it is necessary to steadily expand institutional openness in rules, regulations, management, standards, etc., anchor annual goals, strengthen departmental collaboration, enhance investment attraction, form elite investment attraction teams, establish a continuous tracking and docking mechanism, give full play to the advantages of policy integration and innovation, increase policy promotion and guidance, optimize support and reward policies, promote existing institutions to carry out business, and attract more incremental enterprises to settle in Hainan.
9. Recently, leaders from the National Medical Products Administration led a team to visit some pharmaceutical companies in Shanghai and Jiangsu, conducting research on artificial intelligence drug innovation and the digital transformation of pharmaceutical production. The National Medical Products Administration attaches great importance to the empowerment of digitalization, accelerates the development of new quality pharmaceutical productivity, continuously improves relevant policies, promotes the deep integration of scientific and technological innovation and pharmaceutical industry innovation, supports and encourages the use of AI in drug design at the research and development end, and the construction of intelligent production and quality control systems at the production end to enhance the informationization level of the entire pharmaceutical chain. The Yangtze River Delta sub center of pharmaceuticals should play an important role in supporting regional integration development strategies, improve innovative service mechanisms, strengthen cooperation with local regulatory departments, and serve the high-quality development of the pharmaceutical industry.
10. On May 6th, the Hong Kong Securities and Futures Commission and the Hong Kong Stock Exchange issued a joint announcement, announcing the official launch of the "Science and Technology Enterprise Line" to further facilitate the application for listing of specialized technology companies and biotechnology companies, and allowing these companies to choose to submit listing applications in a confidential form.
11. The Caixin China General Service Industry PMI for April, released on May 6th, recorded 50.7, 1.2 percentage points lower than March and the lowest in seven months during the expansion period. The previously released Caixin China Manufacturing PMI for April fell 0.8 percentage points to 50.4, the lowest since February.
Hot market
1. AVIC Industry Finance (600705. SH) announced that its controlling subsidiary, AVIC Investment, plans to transfer its 160 million shares (5.76% of the total share capital) of AVIC Xifei and 22.68 million shares (0.47% of the total share capital) of AVIC Airborne to its controlling shareholder, AVIC Industry, through a non-public agreement transfer. The total transfer price is 4.067 billion yuan. This transaction constitutes a related party transaction and does not constitute a significant asset restructuring. It needs to be submitted to the company's shareholders' meeting for review and approval from relevant regulatory authorities.
2. Yong'an Pharmaceutical (002365. SZ) announced that the company has received a notice from the family of its actual controller and chairman, Chen Yong. Chen Yong has been investigated and detained by the Hefeng County Supervisory Committee. At present, other directors, supervisors, and senior management personnel of the company are performing their duties normally, and the company's control has not changed. The production and operation situation is normal. The company will continue to monitor the progress of this matter and fulfill its information disclosure obligations in a timely manner.
3. Guoxin Technology (688262. SH) announced that its new anti quantum cryptographic chip AHC001, developed in collaboration with its equity partner Xinda Yimi, has recently achieved success in internal testing within the company. This chip is based on the domestically produced 28nm process technology and adopts an independent CPU core design. It has the characteristics of low power consumption, algorithm reconfigurability, high security, and high scalability, and can be applied to information security devices with high security requirements such as finance, communication, power, and the Internet of Things. This product is currently in the early stage of market introduction and has not yet achieved large-scale sales. There are risks such as market promotion and customer development falling short of expectations, and customer verification failure.
4. On May 6th, Huawei's HarmonyOS concept continued to strengthen, with Huawei's Huawei Smart up 30% to the limit up, Jiulian Technology, Tianyuan Dike, and DiNike up 20% to the limit up, Youfang Technology up more than 13%, Xingmin Zhitong, Nantian Information, Zhangyue Technology, Dianguang Technology, Dahua Intelligence, and others rising to the limit up, while Xinhai Technology, Yahua Electronics, and others rose sharply.
5. On April 30th, the Beijing Municipal Administration for Market Regulation announced the acquisition of equity in Beijing Hualian (SKP) Department Store Co., Ltd. by Boyu Fifth Phase USD Fund Co., Ltd., with a public notice period until May 9th, 2025. Boyu Phase V USD Fund intends to acquire a portion of Beijing SKP's equity through its affiliated parties. After the transaction, the affiliated parties of Boyu Phase V USD Fund indirectly acquired 42% -45% equity of Beijing SKP through financial investment. Before the transaction, Radiance Investment Holdings Pte. Ltd.（ Directly and indirectly, Beijing Hualian Group Investment Holding Co., Ltd. holds 60% and 40% of the equity of Beijing SKP, respectively. After the transaction, Radiance Company will continue to indirectly hold 42-45% equity of Beijing SKP and retain control over Beijing SKP.
6. On the morning of the 6th, the stock of Shandong Molong Port surged by over 50%. On the news front, the Shenzhen Stock Exchange announced that due to the revocation of other risk warnings for Shandong Molong's A-share listed on the Shenzhen Stock Exchange, in accordance with relevant regulations, Shandong Molong will be included in the list of Hong Kong Stock Connect underlying securities under the Shenzhen Hong Kong Stock Connect, effective from May 6th.
7. On the evening of May 5th, ST Intelligence (000584) disclosed an announcement regarding the receipt of a notice of termination of listing. The announcement shows that the company received a "Notice of Termination of Listing" from the Shenzhen Stock Exchange on April 30th, and the Shenzhen Stock Exchange intends to decide to terminate the company's stock listing and trading.
8. Diantou Energy (002128. SZ) announced that the company has received a notice from the actual controller, State Power Investment Group Co., Ltd., regarding the planning of issuing shares, paying cash to purchase assets, raising supporting funds, and related party transactions. The company intends to restructure its assets with the equity of Inner Mongolia Baiyinhua Coal and Electricity Co., Ltd. of State Power Investment Group and Diantou Energy. Diantou Energy plans to purchase the above-mentioned assets through issuing shares and paying cash, and will raise matching funds depending on the specific situation. The relevant plan is yet to be further discussed and determined. The company's stock will be suspended from trading from May 6, 2025, and the suspension period will not exceed 10 trading days from May 6, 2025. The company expects to disclose the transaction plan within no more than 10 trading days.
9. Recently, according to CFM data, driven by the recovery of AI server demand and PC and mobile demand, coupled with the combined impact of some inventory replenishment needs, the overall performance of DRAM in the first quarter of 2025 exceeded expectations, with the global DRAM market growing by 42.5% year-on-year to $26.729 billion. During this period, SK Hynix, with its absolute advantage in the HBM field, ended Samsung's more than 40 year market dominance and topped the global DRAM market for the first time with a market share of 36.7%.
10. On May 6th, the reporter learned from the Anhui Provincial Quantum Computing Engineering Research Center that Benyuan Quantum Computing Technology (Hefei) Co., Ltd. has officially launched the fourth generation of China's independent quantum computing measurement and control system "Benyuan Tianji 4.0", which supports 500+qubits. This marks that China's quantum computing industry has the ability to replicate and iterate engineering production, laying an industrial foundation for the mass production of hundred level quantum computers.
Big company dynamics
1. Tesla announced on Weibo on May 6th that over 95% of the parts on every Model 3 and refreshed Model Y are produced in China.
2. On May 5th, Skype, an instant messaging software under Microsoft Corporation in the United States, officially ceased operations, and its core functions will be migrated to Microsoft Teams, another communication software promoted by Microsoft.
3. Recently, according to the work arrangement during the "May Day" Festival, and in combination with the online reports on the situation of the sale of Hotan Jade by Xuchang Fatong, Weidu District Branch of Xuchang Municipal Market Supervision and Administration Bureau carried out a daily inspection on the Fatong Laiweichu Jewelry Co., Ltd., which sells Hotan Jade in Times Square. The site checked the quantity and price of Hotan Jade sold from January to April 2025, and randomly checked the purchase and sales procedures of 13 pieces of Hotan Jade goods on sale. Through inspection, Xuchang Chudong Laiweichu Jewelry Co., Ltd. sold 4177 Hotan Jade products from January to April 2025, with a sales amount of 295921750 yuan, and an average gross margin of no more than 20%; At present, Hotan Jade commodities on sale are clearly priced according to regulations; The 13 pieces of Hotan Jade goods on sale that were randomly checked had complete purchase procedures, complete purchase ledger, legal qualification of the appraisal institution, and valid appraisal certificate.
4. OpenAI announced on May 5th local time that it will continue to be controlled by its non-profit parent company, while advancing plans to change its for-profit department structure in order to raise more funds and keep up with the pace of the AI race. The company stated in a blog post, "After listening to the opinions of civil leaders and discussing with the California and Delaware Attorney General's offices, we have decided to continue control by non-profit organizations." The company also stated that it will work with key supporters Microsoft, regulatory agencies, and newly appointed non-profit organization commissioners to finalize the updated plan. Last December, OpenAI announced a restructuring plan to transform into a public welfare enterprise (PBC). The latest plan is to transform OpenAI's for-profit limited liability company into a non-profit enterprise.
5. It is reported that Jike Technology Group issued an internal notice on May 4th, announcing that Lin Jie, Vice President of Jike Technology Group and General Manager of Lynk&Co Sales Company, will be in charge of the overall work of Jike's domestic marketing services, directly managing the brand marketing center, user growth center, and user delivery center; Lin Jinwen, Vice President of Jike Technology Group, directly manages the User Service Center, User Network Center, User Digitization, Operations and Processes, assists Lin Jie in managing the domestic marketing services of Jike brand, and reports to Lin Jie. On May 6th, multiple insiders from Jike confirmed the above news to First Financial reporters.
6. According to the website of the Shanghai Municipal Administration for Market Regulation, Shanghai Hefu Catering Management Co., Ltd. was fined 30000 yuan by the Pudong New Area Administration for violating the Advertising Law by using national level, highest level, best and other language in its advertisements. According to the administrative penalty decision, it has been found that on December 26, 2024, the party concerned placed a self designed and produced billboard with the "First Brand of Chinese Noodle Shop" printed on it at the entrance of each direct operated store (branch) for product display and external promotion. On January 6, 2025, when the law enforcement personnel inspected the Zhangyang North Road store of the direct branch "Hefu Lo mein" of the party based on the report, they found that the above billboard was placed at the entrance of the store. After the incident, the parties involved immediately replaced the above-mentioned billboards, and by January 20, 2025, all directly operated stores had completed rectification.
7. On the evening of May 5th, Xianju Pharmaceutical disclosed that the company received the "Administrative Penalty Decision" issued by the Tianjin Municipal Market Supervision and Administration Commission on April 30th. The Tianjin Municipal Market Supervision and Administration Commission has decided to confiscate approximately 23.7467 million yuan of illegal gains from Xianju Pharmaceutical, and impose a fine of approximately 172 million yuan for 8% of its sales revenue in 2023, with a total fine of approximately 195 million yuan; The main person in charge of the company, Zhang Yusong, was fined 600000 yuan.
8. On May 5th, it was reported that Nezha Motors experienced internet disconnection during the May Day holiday due to unpaid data usage fees. On May 5th, Nezha Automobile responded to a reporter from Beike Finance of the New Beijing News, stating that the app malfunction was not related to data arrears. During the May Day holiday, technical department personnel were on duty and there was no unattended situation. At present, Nezha Automobile has preliminarily determined that the phenomenon is a system malfunction, which has been repaired and is still being investigated to prevent similar problems from happening again. On May 2nd, several Nezha car owners reported on social media that the Nezha car official website could not be accessed, the Nezha car app was disconnected, and the remote control function of the vehicle could not be used. The Beijing News Shell Finance reporter noticed that the app and official website of Nezha Automobile have now returned to normal.
9. It is reported that Huawei will hold a communication meeting on HarmonyOS computer technology and ecology in Shenzhen on May 8th, at which HarmonyOS computer will officially debut. This will be the first domestically produced computer to start refactoring from the operating system kernel. It is reported that HarmonyOS has made many breakthroughs in data security, intelligence, and internet experience, and some Huawei HarmonyOS ecosystem partners have also joined in, creating various innovative features on HarmonyOS computers. The focus of this communication meeting is to introduce the technology roadmap and advantages of HarmonyOS PC, in order to attract more ecosystem partners and developers to jointly build the HarmonyOS computer ecosystem map. The display of product features is only auxiliary. Huawei will also hold a dedicated HarmonyOS PC product launch event in the future.
