Shanghai releases heavy policy on integrated circuit and software industry
On January 19, the Shanghai municipal government issued several policies to promote the high-quality development of Shanghai’s integrated circuit industry and software industry in the new era, aiming to implement the Circular of the State Council on printing and issuing several policies to promote the high-quality development of integrated circuit industry and software industry in the new era, and encourage Shanghai’s integrated circuit enterprises and software enterprises to further expand their industrial scale. Previously, Shanghai issued three rounds of comprehensive support policies in 2000, 2012 and 2017 respectively. Compared with the national three rounds of long-term policies for ten years, the policy in Shanghai lasts for five years and involves a number of financial support, with higher frequency and greater intensity.
Policy support has been strengthened, and the importance of industrial software has increased significantly
The support policies issued by Shanghai this time are relatively strong, especially for industrial software. The main support directions are as follows: 1) for major projects of EDA, basic software, industrial software and information security software, the new investment of the project can be relaxed to no less than 50 million yuan, and the support proportion is 30% of the new investment of the project, In principle, the amount of support shall not be higher than 100 million yuan; 2) The post subsidy method is adopted to support the application of the first version of the software, and the support fund is 20% of the cumulative amount of the sales contract of the first three versions of the software products, with a maximum of no more than 2 million yuan; 3) For the city’s integrated circuit enterprises and innovation platforms to purchase qualified independent, safe and controllable EDA tools, a subsidy of 50% shall be given according to the actual purchase amount.
In addition, the policy also proposes to optimize the incentive policies for R & D personnel and enterprise core teams. Focus on supporting the R & D and design personnel of basic software, industrial software, emerging technology software, information security software enterprises and large industrial application software enterprises in line with the national planning and layout; The software enterprises recognized by the municipal competent department of industry will be included in the guarantee scope of municipal talent apartments.
In terms of R & D and application support, the policy specifically proposes to implement the special action of EDA ecological construction. Organize the research of EDA software technology, and support qualified enterprises to realize the breakthrough of whole process EDA tools from point to area. Support enterprises to build EDA open cloud platform, organize design users to carry out R & D verification with relevant EDA enterprises, and include the platform into the scope of use of “innovation voucher” for support.
The basic software and hardware tool chain represented by EDA will become the next important direction of localization
EDA is not only the Pearl in the crown of basic industrial software, but also the core tool brain in the R & D and design link of integrated circuit industry. Its value and the urgency of “sticking neck” are self-evident. The policy of Shanghai puts forward a package of supporting policies for supporting the development of EDA software. We believe that this reflects that the basic tool chain represented by EDA will become an important direction of localization in the next stage. We believe that the current localization has entered the 3.0 stage. Phase 1.0 mainly focuses on the localization of servers and PC machines, and phase 2.0 focuses on the localization of core electronic components, basic materials and production equipment. In phase 3.0, we need to focus on the basic tool chain of TMT industry in the R & D stage, that is, the localization of “basic software and hardware”. The software level takes CAD, CAE, EDA and other modeling and simulation software as the core, and the hardware level takes the scientific instrument of electromagnetic measurement as the core.
Suggested concern
Smart car: Thunder Software Technology Co.Ltd(300496) , Huizhou Desay Sv Automotive Co.Ltd(002920) , Autel Intelligent Technology Corp.Ltd(688208) , Arcsoft Corporation Limited(688088) , Guangting information. Industrial software: Zwsoft Co.Ltd(Guangzhou)(688083) , Zhejiang Supcon Technology Co.Ltd(688777) , Shanghai Baosight Software Co.Ltd(600845) , dingyang technology, Shanghai Hollywave Electronic System Co.Ltd(688682) . Artificial intelligence: Iflytek Co.Ltd(002230) , Zhejiang Dahua Technology Co.Ltd(002236) , Hangzhou Hikvision Digital Technology Co.Ltd(002415) , Opt Machine Vision Tech Co.Ltd(688686) , open vision technology. Network security: Sangfor Technologies Inc(300454) , Dbappsecurity Co.Ltd(688023) , Venustech Group Inc(002439) , Nsfocus Technologies Group Co.Ltd(300369) , Qi An Xin Technology Group Inc(688561) – U.
Risk tips:
1) the epidemic situation intensifies and reduces the expenditure of enterprise informatization; 2) Fiscal and monetary policies are lower than expected; 3) The fluctuation of supply chain increases, which affects the development of science and technology industry.
