Lenovo Ventures Semi Monthly Semi Monthly Report Vol 9 12 1 12 15 .

Mondo Technology Updated on 2024-01-30

In early December, the most discussed topic in the technology circle was the large model mobile phone, and the major mobile phone manufacturers were scrambling to put the large model into the mobile phone, so that AI really became "within reach". In addition, the first GPT-4 driven humanoid robot is also particularly eye-catching, users do not need to program the robot in advance, only language input can make the robot complete the action according to the instructions, this new attempt of large model + robot has sparked widespread discussion.

In terms of policy, it is worth noting that the first economic work conference held in Beijing from December 11 to 12 set the tone for next year's economic development, emphasizing the need to promote industrial innovation with scientific and technological innovation, especially to promote new industries, new models and new kinetic energy with disruptive technologies and cutting-edge technologies, and develop new quality productivity. We will build a number of strategic emerging industries such as biomanufacturing, commercial aerospace, and low-altitude economy, open up new tracks for future industries such as quantum and life sciences, widely apply digital intelligence technology and green technology, and accelerate the transformation and upgrading of traditional industries.

Portfolio companies maintained continuous growth this month, with many outstanding companies receiving a number of international recognitions, and their products repeatedly winning good results in industry evaluations, while continuously strengthening multi-party cooperation, which has vigorously boosted the implementation of the technology industry. We have compiled a list of the latest progress and trends of the invested companies in financing, R&D, major achievements, market cooperation, awards and honors, etc., and look forward to establishing contacts with the invested companies from all walks of life to jointly promote the implementation of science and technology in the industry.

NIO

NIO has received a new round of strategic investment from Abu Dhabi investment firm CIVN.

NIO signed a new round of share subscription agreement with Abu Dhabi investment firm CIVEN Holdings. Under the agreement, CYVN Holdings, through its subsidiary CYVN Investments, will make a strategic investment in NIO in cash aggregate approximately US$2.2 billion. After the completion of this investment, NIO and CYVN will continue to carry out strategic and technical cooperation in the international market.

Disheng Technology

Disheng Technology completed a new round of B+ financing of over 100 million yuan to promote the application of acoustic monitoring technology in the industrial field.

Recently, Disheng Technology, an industrial acoustic monitoring service provider, completed a B+ round of financing of more than 100 million yuan, led by China Mobile's Beijing China Mobile Digital New Economy Industry**, followed by October Capital, High-tech Investment, Weeds Venture Capital, etc. This round of financing funds is planned to be used for product research and development, production line expansion and marketing. Disheng Technology has completed multiple rounds of financing, with a cumulative financing amount of 100 million yuan, and its core team comes from the Institute of Acoustics of the Chinese Academy of Sciences, focusing on acoustic monitoring technology.

Specialized, special and new

Recently, a number of Lenovo Venture Capital invested companies have been recognized as specialized, special and new small and medium-sized enterprises.

Lanzhou Technology was successfully rated as a "specialized, special and new" small and medium-sized enterprise in Beijing

Zhiqi'an was successfully rated as a "specialized, new and refined" small and medium-sized enterprise in Beijing

Zhentai Intelligent was successfully rated as a "specialized, special and new" small and medium-sized enterprise in Shaanxi Province

Benmo Technology was successfully rated as a "specialized, special and new" small and medium-sized enterprise in Guangdong Province.

CATL

CATL's Liyang base was successfully selected as a "Lighthouse Factory".

On December 14, the World Economic Forum (WEF) announced the latest batch of "lighthouse factories", and CATL's Liyang base was successfully selected. This is the third "lighthouse factory" awarded by CATL after the Ningde base and Yibin base. At present, there are only three "lighthouse factories" in the global lithium battery industry, all of which are from CATL. After the successful implementation of a number of measures at CATL's Liyang base, the production capacity of the Liyang base has increased by 320%, the manufacturing cost has been reduced by 33%, the product failure rate has been reduced from 1 part per million to 1 part per billion, and carbon dioxide emissions have been reduced by 474%。

An Muquan Intelligence

Professor Zhu Wenhui, the founder of An Muquan, was elected as a member of the European Academy of Natural Sciences in 2023.

Recently, the official website of the European Academy of Natural Sciences (Europaische Akademie der Naturwissenschaften) announced that Professor Zhu Wenhui, the founder of An Muquan, was elected as an academician of the European Academy of Natural Sciences in 2023. Tyminskiy Vladimir, President of the European Academy of Natural Sciences, personally sent a congratulatory letter to commend his creative achievements in the field of advanced packaging of integrated circuits. As the founder of An Muquan, in recent years, Professor Zhu Wenhui has led the team to focus on the research of advanced flip-proof-system-in-package (FC-SIP) technology, solving the independent packaging problems of high-end large chips such as CPU, GPU, DSP, AI, etc., and has achieved important results.

Smartmore

Prof. Jia Jiaya's team** won the first "Time Test Award" of Siggraph Asia.

Recently, Prof. Jia Jiaya's team** "Image Smoothing via L0 Gradient Minimization" won the first "Test-of-Time Award" of Siggraph AsiaProf. Jia Jiaya was invited to attend the BOCHK Innovation and Innovation Award Presentation Ceremony and shared her experience in exploring cutting-edge technologies in artificial intelligence and intelligent manufacturingSmartmou's digital twin smart factory integrated solution was shortlisted in the "2023 Top 50 Product Solutions" list. These accolades have repeatedly proved Smartmou's global leading position in cutting-edge technology and intelligent manufacturing, as well as the company's determination to spare no effort to promote innovation and development and help the manufacturing industry complete the digital and intelligent transformation.

opencsg

OpenCSG and China Telecom jointly build a large model ecosystem.

On December 11, OpenCSG and China Telecom Group Shanghai Co., Ltd. signed a strategic cooperation agreement in the mode speed space of Xuhui District, Shanghai, and Zhang Jiaqing, co-founder of OpenCSG, attended and signed the strategic cooperation agreementThrough the strong alliance between the two parties, this strategic cooperation will jointly explore the frontier areas of computing power supply and large model ecology, and accelerate the application and implementation of artificial intelligence in thousands of industries.

Lanzhou Technology

Lanzhou Technology completed the compliance verification of the "Trusted AI" large model standard of the China Academy of Information and Communications Technology.

The Mengzi model of Lanzhou Technology participated in the compliance verification of the trusted AI large model standard organized by the China Academy of Information and Communications Technology, successfully completed the verification of the model capability-large language model special module, and obtained the highest score of the current module of 4+. The Mencius model is developed by Lanzhou Technology, including 7 billion yuan, 40 billion yuan and other different parameter scales, which can help users complete a variety of work tasks in specific scenarios through multiple rounds, such as knowledge quizzes, multi-language translation, general writing, financial scene tasks, etc.

Eggplant Technology

Eggplant Technology won the "2023 Excellent Overseas Service Provider" of the Whale Song Award.

From December 5th to December 6th, EGGPLANT was invited to participate in the 6th GTC2023 Global Traffic Conference hosted by Beluga Whale, and stood out among nearly 1,000 companies and won the "2023 Excellent Overseas Service Provider" award by virtue of its professional marketing capabilities and outstanding contributions in the field of going overseas. Based on the accumulation of more than 2.4 billion global users and data, and the global experience of shareit, the "national application" of emerging markets, EGGPLANT focuses on emerging markets, independently develops global advertising platforms, continuously upgrades its commercialization capabilities, provides customized mobile advertising solutions for global partners, and helps overseas enterprises to grow their money.

Vibration Intelligence

Zhenhui Intelligent was awarded the AIP certificate of Lloyd's Register of Shipping.

On December 6, Lloyd's Register issued an AIP (Approval in Principle) certificate to the hydrogen-powered unmanned autonomous transport vessel "Huben 1" equipped with Zhendui's self-developed ship operating system "Cowin OS". The "Huben No. 1" hydrogen-powered unmanned autonomous transport ship has three core highlights: comprehensive integration of ship-wide information and control, hydrogen fuel power, and autonomous navigation, and has AL4 autonomous driving capabilities. The ship is designed to be green, intelligent and autonomous, and can achieve strict information network security as the guarantee, and has been awarded the CSL3 level of ship network security.

SemiDrive Technology

SemiDrive Technology signed a memorandum of cooperation with SAIC Volkswagen to jointly promote the innovation and mass production application of hybrid domain control technology.

On December 6, at the Shanghai Automotive Chip Industry Innovation and Development Work Promotion Conference, SemiDrive Technology and SAIC Volkswagen signed a memorandum of cooperation, under which the two parties will jointly promote the research and development and application of intelligent automotive electronic technology, and promote the technological innovation and market expansion of the cabin hybrid domain controller in the field of intelligent vehicles. In August this year, SemiDrive and SAIC Volkswagen established a joint innovation center in Shanghai to establish a full-chain collaborative innovation capability from chip application, system integration to domain controller development, and the mass production cooperation project between the two parties is being promoted.

deepway

Deepway & Guangxi Jinlaishun *** 50 intelligent new energy heavy truck orders completed the first batch of delivery.

Recently, the delivery ceremony of 50 intelligent new energy heavy trucks was successfully held in Nanning, Guangxi. The first batch of 10 Deepway Xingchen intelligent new energy heavy trucks were officially delivered to Jinlaishun Company, which will serve the logistics and transportation business of Jinlaishun Company in the whole industry chain in Guangxi.

Zhongke Insight

Zhongke Huiyan was once again designated by the leading commercial vehicle OEM as ADAS to help accelerate the mass production of intelligent driving of heavy trucks.

Recently, Zhongke Huiyan has been designated for mass production of heavy truck projects of leading commercial vehicle OEMs, and as a first-class businessman, it provides technical solutions and services for intelligent driving systems. The product is expected to start mass production and delivery in the third quarter of 2024, covering five major models, and is expected to ship more than 100,000 units per year. With diversified and integrated technical talents and a team with rich practical experience, Zhongke Huiyan explores R&D and innovation in the field of vehicles, and has been designated for mass production by a number of passenger car and commercial vehicle OEMs.

Black Sesame Smart

Black Sesame has joined hands with Blackberry to help ECARX build the Sky Dome series of intelligent driving computing platforms.

On December 5, Black Sesame announced that it would work with Blackberry to help ECARX build the Tianqiong series of "integrated driving and parking" intelligent driving computing platforms. The platform is based on Black Sesame's Huashan No. 2 A1000 automotive-grade high-performance autonomous driving chip and Blackberry QNX Neutrino real-time operating system (RTOS), and has been deployed on Lynk & Co's next-generation high-end SUV flagship model, the Lynk & Co 08. This is the first large-scale production project of the Black Sesame Intelligent Huashan No. 2 A1000 chip in the field of high-end intelligent driving.

Fundamental technology

Benmo Technology was selected as the 2023 Dongguan Gazelle Enterprise.

Recently, the Dongguan Municipal Science and Technology Bureau released the list of innovative enterprises (gazelle enterprises) in Dongguan City in 2023. This time, Benmo Technology was awarded the "Gazelle Enterprise", which is not only a full affirmation of the achievements made by Benmo, but also a high recognition of the strength and potential of Benmo in scientific and technological innovation.

Moore Threads

Ningxia's first domestic kilocalorie intelligent computing cluster was signed, and Moore Threads joined hands with China Energy Construction to help the high-quality development of the computing power industry in the western region.

On December 7, at the 2023 "Eastern Data and Western Computing" Higher Education and Computing Industry Cooperation Summit, a grand signing ceremony was held for the "Ningxia Domestic Kilocalorie Intelligent Computing Cluster Construction Project" cooperated by China Energy Construction Green Digital Technology (Zhongwei)** and Moore Threads, marking the official opening of Ningxia's first large-scale cluster intelligent computing center based on domestic full-featured GPUs. At the same time, the "Ningxia Public Intelligent Computing Service Platform", the country's first domestic public intelligent computing service platform supported by Moore Threads full-featured GPU, also announced the official start of construction.

Soaring

The first domestic trusted DCS system based on Feiteng CPU was successfully put into operation.

Recently, China's first set of China's Feiteng CPU-based nationally produced trusted DCS was successfully put into operation in the auxiliary control system of China Huaneng Weihai Power Plant, marking that China Huaneng has made another major breakthrough in the field of power security after taking the lead in realizing the independent and controllable power generation control system on the basis of Feiteng CPU, and it is also another major achievement of Feiteng CPU in the field of power generation, which will provide a more safe and credible operating environment for the smooth operation of the power station and help the safety of power production.

Cloud Xinda

Cloud Xinda continued to rank first in the market share of China's CDM market.

Recently, IDC, the world's leading IT market research and consulting company, released the "China Copy Data Management (CDM) Market Share, 2022", which provides an in-depth analysis of China's CDM market for the second consecutive year. According to the report, the year-on-year growth rate of China's CDM-related market in 2022 will reach 369%, and the market share rose to 335%, with continuous excellence in performance, it continued to be the first.

FrSilicon

Frx officially joined the Deepin open source community to jointly promote the prosperity of the RISC-V ecosystem.

Recently, Frsilicon signed a Contributor License Agreement (CLA) with the Deepin community, officially announcing that it has joined the Deepin community. As a company focusing on the design and development of RISC-V chips, Relsilcore has always been committed to providing users with processor products with high computing power, low power consumption and high security. By joining the Deepin community, FrSilicon will further strengthen its cooperation with the open source community to promote technological innovation and ecosystem development.

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