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China Electronics Technology listened to the National Two Sessions to gather powerful forces for forging ahead in the new era. Yang Jun met with Turkish Ambassador Yonan Huang Xingdong in Beijing and went to China to investigate cyber security. They are!Selected as a typical case of the digital transformation of state-owned enterprises by the State-owned Assets Supervision and Administration Commission in 2020 Chinese-funded cybersecurity: building a state-owned and state-owned enterprise network security information big data platform through co-construction and sharing 1) China Electronics Technology Party Committee conveyed and studied the spirit of General Secretary Xi Jinping鈥檚 important speech. On March 3, the China Electronics Technology Party Committee held an enlarged meeting to convey and study the spirit of General Secretary Xi Jinping鈥檚 recent important speech, and study, deploy and implement measures based on the actual situation of the group company.Chen Zhaoxiong, Secretary of the Party Leadership Group and Chairman of the Board, presided over the meeting and delivered a speech. Responsible comrades from the headquarters department and above were present as non-voting delegates.News link: China Electronics Technology Party Group conveyed and studied the spirit of General Secretary Xi Jinping鈥檚 important speech |Important News 2) The China Electronics Technology Party Committee held a mobilization and deployment meeting for party history study and education. On March 3, the China Electronics Technology Party Committee held a mobilization and deployment meeting for party history study and education. It deeply studied and implemented the spirit of General Secretary Xi Jinping鈥檚 important speech at the party history study and education mobilization meeting, implemented the requirements of the "Notice of the Central Committee of the Communist Party of China on Carrying out Party History Study and Education in the Whole Party", implemented the requirements of the State-owned Assets Supervision and Administration Commission and Central Enterprises Party History Study and Education Mobilization and Deployment Meeting, and mobilized and deployed the system-wide implementation of party history study and education.Chen Zhaoxiong, Secretary and Chairman of the Party Leadership Group of China Electronics Technology Group Co., Ltd. and leader of the Party History Study and Education Leading Group of China Electronics Technology Group Corporation, attended the meeting and delivered a speech, emphasizing the need to carry out party history study and education throughout the system in a solid and effective manner, educating and guiding party members and cadres of the group company to learn party history, understand ideas, do practical things, and open up new prospects, so as to learn history to understand reason, study history to increase credibility, study history to respect virtue, and study history to practice. The results of study and education will be transformed into a powerful driving force for the group company to accelerate the construction of a world-class enterprise, and welcome the 100th anniversary of the founding of the party with outstanding results.Li Shouwu, deputy secretary of the Party Leadership Group, presided over the meeting, and members of the Party Leadership Group attended the meeting.News link: China Electronics Technology Party Group held a mobilization and deployment meeting for party history study and education 3) China Electronics Technology listened to the National Two Sessions to gather powerful forces for the new era. On March 5, the fourth session of the 13th National People's Congress opened in the Great Hall of the People in Beijing.At the headquarters of the group company, Chen Zhaoxiong, Secretary of the Party Leadership Group and Chairman, and responsible comrades of relevant departments at the headquarters watched the opening ceremony through live video broadcast.At the conference site, the six National People's Congress deputies of the group company shouldered the heavy trust and walked into the solemn venue to discuss national affairs and perform their duties.At the same time, from south to north and from east to west, the cadres and employees of China Electronics Technology used the Internet, television, mobile phones, radio and other means to listen to and watch the grand conference in a timely manner, discuss the government work report, and deeply study the spirit of the national "Two Sessions".News link: Focus on the National Two Sessions | China Electronics Technology listened to the National Two Sessions to gather powerful forces for the new era. 4) Yang Jun met with Turkish Ambassador Yonan in Beijing On March 2, Yang Jun, deputy general manager of China Electronics Technology, met with Turkish Ambassador Yonan and his delegation in Beijing.The two parties exchanged views on new energy, civil air traffic control, smart cities, and China Electronics Technology's projects in T眉rkiye.News link: Yang Jun met with Turkish Ambassador Yonan in Beijing 5) Huang Xingdong went to China for network security investigation. On March 1, Huang Xingdong, deputy general manager of China Electronics Technology Co., Ltd., went to China for network security investigation.News link: Huang Xingdong went to China to investigate network security | News 6) It鈥檚 them!Selected into the SASAC's 2020 typical cases of digital transformation of state-owned enterprises. Recently, the State-owned Assets Supervision and Administration Commission of the State Council issued the "Notice on the Release of Typical Cases of Digital Transformation of State-owned Enterprises in 2020", announcing a list of 100 typical cases of digital transformation of state-owned enterprises, including 30 outstanding cases and 70 typical cases.China Electronics Technology's "Construction of a New Model Smart Factory for Mass Customization of Intelligent Video Terminals" was selected as an "Excellent Case", and its "Equipment Digital Development Model Based on Full Life Cycle Model" was selected as a "Typical Case".News Link: It鈥檚 them!Selected as a typical case of digital transformation of state-owned enterprises in 2020 by the State-owned Assets Supervision and Administration Commission. 7) Chinese-funded cybersecurity: Building a big data platform for state-owned and state-owned network security information through co-construction and sharing. On March 2, the "State-owned Assets E Department", an exchange and display platform of the Office (Office) of the State-owned Assets Supervision and Administration Commission of the State-owned Assets Supervision and Administration Commission, published an article on the theme of "Chinese-funded Cybersecurity | Building a big data platform for state-owned and state-owned enterprise network security information through co-construction and sharing".News link: Chinese-funded cybersecurity: Build a state-owned and state-owned enterprise network security information big data platform through co-construction and sharing | State-owned e-commerce department industry trends New generation information technology field 1) "Chinese Academy of Social Sciences International Situation Report (2021)" released The "Chinese Academy of Social Sciences International Situation Report (2021)" released on February 24 predicts that after experiencing the economic downturn impacted by the COVID-19 epidemic, the world economy will restart growth in 2021 based on a previously low base.The report stated that the world economy will restart growth in 2021 based on the previous low base.The International Monetary Fund (IMF) predicts that the real GDP growth rate of the world economy will reach 5.5% in 2021, an increase of 9 percentage points from the previous year's growth.According to the report, judging from the situation of major economies, the IMF expects that all G20 member countries will achieve positive growth in 2021.Among them, 9 countries including China and India have actual GDP growth rates expected to reach or exceed 5%.Seven countries, including the United States and Germany, are expected to have real GDP growth rates of 3% to 5%.Less than 3% are expected to be in South Korea, Brazil, Russia and Japan.India's relatively high growth rate was based on a relatively low economic contraction of 10.3% the previous year.New energy field 1) China Automotive Power Battery Industry Innovation Alliance released monthly power battery data for January 2021. On February 23, China Automotive Power Battery Industry Innovation Alliance released monthly power battery data for January 2021.In January this year, my country's power battery production totaled 12.0GWh, a year-on-year increase of 317.2%.Judging from the year-on-year growth rate, lithium iron phosphate batteries continue to be larger than ternary batteries; the output of ternary batteries is 6.8GWh, a year-on-year increase of 241.6%, and a month-on-month decrease of 19.4%; the output of lithium iron phosphate batteries is 5.2GWh, a year-on-year increase of 493.6%, and a month-on-month decrease of 20.3%.Basic components field 1) North American semiconductor equipment shipments reached a record high of US$3 billion. On February 23, the International Semiconductor Industry Association (SEMI) announced that North American semiconductor equipment manufacturers' shipments in January reached US$3.04 billion, a monthly increase of 13.4% and an annual increase of 29.9%. It crossed the US$3 billion mark for the first time and also set a new record high in a single month.The report pointed out that the chip shortage has brought a painful impact to the automobile industry. In the next century, chip self-sufficiency will be as important to each country as steel and energy were before.The European Union is considering building advanced wafer fabs to reduce dependence on elsewhere.Japan is seeking greater insourcing.China may continue to invest more than $10 billion in wafer equipment.2) Server DRAM contract prices increased by 10-15% in the second quarter. According to a survey by the Semiconductor Research Division of TrendForce, since the third quarter of 2020, the proportion of server DRAM production capacity has dropped to about 30%. The reduction in the proportion is not only to balance the supply and demand imbalance of the product line, but also to adjust the DRAM average retail price (ASP) of each product line.In addition, the demand momentum for consumer terminal products has not slowed down in the first quarter of this year, so original manufacturers are still continuing last year's production capacity planning. However, the second quarter is the peak season for traditional server machine shipments. Server DRAM demand is expected to gradually strengthen in the second quarter, which will make original manufacturers more active in server DRAM quotations. It is estimated that the contract price in the second quarter will increase from the original 8~13% increase to 10~15%. It is not ruled out that some transactions may increase by up to 20%.Policies and Regulations 1) The State-owned Assets Supervision and Administration Commission and the Ministry of Finance jointly issued the "Administrative Measures for the Formulation of Articles of Association of State-owned Enterprises". Recently, in order to standardize the organization and behavior of state-owned enterprises and strengthen the management of the formulation of articles of association, the State-owned Assets Supervision and Administration Commission and the Ministry of Finance jointly issued the "Administrative Measures for the Formulation of Articles of Association of State-owned Enterprises".The Measures include 6 chapters with a total of 40 articles including general provisions, the main contents of the company's articles of association, and the procedures for formulating the articles of association of a wholly state-owned company, and will come into effect on the date of promulgation.The method clearly stipulates that the formulation and management of state-owned enterprise articles of association should adhere to the overall leadership of the party, adhere to the rule of law, adhere to the principle of equality of rights and responsibilities, effectively standardize corporate governance, implement the property rights and operational autonomy of corporate legal persons, improve the supervision of state-owned enterprises, and ensure the preservation and appreciation of state-owned assets.This measure applies to the formulation, modification, review, approval and other management activities in the process of formulating the articles of association of wholly state-owned companies, wholly state-owned companies and state-controlled companies that are state-invested and supervised by institutions that perform the investor's responsibilities.2) The Ministry of Commerce issued the "Notice on Stabilizing Foreign Investment with a Focus on Building a New Development Pattern". On March 1, the Ministry of Commerce issued a "Notice on Stabilizing Foreign Investment with a Focus on Building a New Development Pattern", proposing 22 specific measures from five aspects to lay out the work of stabilizing foreign investment this year.The first is to expand high-level opening up to the outside world and attract more high-quality external factor resources to promote domestic circulation.The second is to improve the level of open platforms and create domestic and international dual-circulation connection points and support points.The third is to increase investment in the industrial chain and promote the integration of international and domestic industrial chains.The fourth is to improve the foreign investment service guarantee system to ensure the stable operation of key foreign-funded enterprises in the industrial chain and supply chain.The fifth is to deepen the reform of 鈥渄ecentralization, regulation and services鈥?to create a good environment for foreign investment to participate in building a new development pattern.Industry trends and policy information sources/Development Strategy Research Center 谷卧婪诜墒墓嗜炼醒郴捌玖没摆适