Cailian Press Venture Capital Weekly: This week, 108 financing deals in the primary market increased by 63.64% week-on-week, with aerospace and embodied intelligence being the most active sectors.
①This week (May 9 - May 15), there were 108 investment and financing events in the domestic market, with a disclosed total financing amount of approximately 9.014 billion yuan. ②Advanced manufacturing and integrated circuit sectors were particularly active, with automobile mobility disclosing the highest total financing amount of about 2.02 billion yuan. ③Qijing Automobile completed an increase in capital of over 1 billion yuan, while Zaihe Truck completed a strategic financing round worth 1 billion yuan, tying as the highest disclosed investment events this week.
Changan Automobile denies cooperation with Qianli Technology.
The self-developed projects have reached the harvest stage.
The Token factory has been established in Wuxi, relying on Huawei's Ascend 384 cluster. Computational power has now entered the 'intelligent unit billing' era.
①Wuxi Token Factory will initially deploy four Huawei Ascend 384 hyper-node servers; ②The Token Factory sector has already seen the emergence of unicorn companies; ③Institutional analysts state that domestic Token Factories are entering a phase of rapid development, and companies with certain computing power resources, reasoning optimization capabilities, and cloud service abilities will actively pursue strategic deployments and implementation.
The electronic chemicals sector ranks among the top in terms of gains, with storage chip-related stocks remaining highly active.
① This week, the three major A-share indices showed mixed performance, with the ChiNext Index surging 3.50% on a weekly basis, reaching a new all-time high; ② The electronic chemicals sector led the gains, with Zhongchuan Special Gas rising 82.30% over the week; ③ Stocks related to memory chips remained highly active, driven by the rapid expansion of AI computing infrastructure, which may continue to push memory chip prices higher.
The 'Token Factory' achieves real-world implementation: Operators initiate large-scale procurement worth tens of billions, while major companies accelerate their strategic positioning.
① Ningxia Branch of China Telecom released the centralized procurement project for the "Token Factory" generation capability service, marking the first large-scale procurement project named after the Token Factory among the three major telecom operators, valued at the billion-dollar level. ② The Token Factory is considered "the business model with the fastest short-term growth for model vendors and the most certain commercialization potential in its early stages." ③ Baidu recently announced that Baidu Intelligent Cloud will upgrade its "MaaS Model Service" to the "Token Factory."
Publicly offered funds collectively 'chase the light,' with over a hundred public funds researching New Easy Prosperity.
①Chuangjin Hexin topped the research rankings, having conducted 637 surveys year-to-date, covering 534 individual stocks; ②New Easun, the leader in optical modules, has become a “popular stock,” attracting over a hundred public funds to conduct surveys; ③Public funds have focused their research on AI computing hardware supply chains such as optical modules, strengthening the consensus on hard technology.