O-Film's machine vision business operates independently and has entered the supply chains of robotics companies such as UBTECH and CloudMinds.
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P2E guild YGG shuts down its game publishing division and shifts its focus to AI data business.
According to ChainCatcher, The Defiant reports that Web3 gaming guild Yield Guild Games (YGG) will be shutting down its game publishing division, YGG Play, affecting 35 positions. Co-founder Gabby Dizon stated that the YGG Play platform and games such as LOL Land and Waifu Sweeper will operate until July 31st before being taken offline. YGG claims this adjustment is a "market-driven decision, not a product-driven one," primarily influenced by the macroeconomic environment. Going forward, YGG will return to a smaller team and community-driven model, and will explore new business opportunities by selling player-generated training data to AI labs.
Tengjing Technology: Plans to invest 35 million yuan to establish a wholly-owned subsidiary, Tengjing Vision Technology (Kunshan) Co., Ltd., to accelerate the industrialization of its AR waveguide + optomechanical module business.
According to Mars Finance, Tengjing Technology (688195.SH) announced that, in order to further optimize resource allocation and integrate its AR (Augmented Reality) consumer optics business layout, and accelerate the industrialization of its AR waveguide + optomechanical module business, the company, after preliminary planning and on-site research, plans to invest RMB 35 million of its own or self-raised funds to establish a wholly-owned subsidiary, Tengjing Vision Technology (Kunshan) Co., Ltd., in Kunshan City. The company aims to seize the opportunity of global AI computing power growth and further improve the operational quality of its optical communication business. Based on its focus on core businesses, this investment aims to integrate R&D, production, and sales resources for AR consumer optics, achieving centralized and professional operation. The company focuses on the optical communication field, fully leveraging its strategic positioning in key segments of the "upstream crystal materials - midstream optical components/modules - downstream instruments and equipment" industry chain, seizing the opportunity of continued global AI computing power growth, promoting the continuous development and expansion of its core optical communication business, and further improving the company's operational quality. Based on its focus on core businesses, this investment in establishing a subsidiary in Kunshan aims to integrate R&D, production, and sales resources for AR consumer optics, achieving centralized and professional operation. Leveraging Kunshan's industrial support, locational advantages, and policy benefits, the investment will accelerate the industrialization of AR near-eye display optical modules, further improve the company's business layout, and enhance its sustainable development capabilities. (Cailian Press)
Jinhong Gas: High-purity carbon dioxide has passed Hynix's third round of testing and has entered the formal supply stage.
According to Mars Finance, Jinhong Gas stated on its interactive platform that high-purity carbon dioxide currently accounts for a small percentage of the company's revenue. This product has successfully passed Hynix's third round of testing and has now entered the formal supply stage, with subsequent capacity utilization expected to improve. Furthermore, the company continues to advance the testing and certification of its specialty gas products with more downstream semiconductor clients. (Cailian Press)
Guangda Special Materials: Has the capability to supply materials used in semiconductor equipment in bulk, but currently has no revenue related to this business.
According to Mars Finance, Guangda Special Materials stated on its interactive platform that the company has the capacity to supply materials used in semiconductor equipment in bulk, but there is currently no revenue related to this business.
Stik: Our MLCC release film has recently passed Murata's supplier qualification process, and we will continue to advance the sample delivery and verification work.
According to Mars Finance, Stik (300806.SZ) released an investor relations activity record announcement, stating that the company has built a complete product matrix covering general, mid-range, and high-end MLCC release films. Existing products can stably adapt to the large-scale production of 500-1000 layer mid-to-high-end MLCCs, fully matching high-end application scenarios such as AI computing power and automotive-grade products. In terms of customer coverage, the company's products have covered all mainstream MLCC companies in mainland China and have achieved stable batch supply to leading Taiwanese companies such as Yageo and Walsin Technology; high-end products are simultaneously undergoing certification testing with leading Japanese manufacturers. The company recently passed Murata's supplier access approval and will continue to promote the sample verification of release film products. Currently, batch supply has not yet been achieved, and order fulfillment remains uncertain. The mass production R&D of ultra-thin MLCC release films below 1μm faces several core challenges. Some customers have completed ultra-thin MLCC release film certification, and small-batch supply was achieved in June this year. It is expected that related businesses will achieve phased progress in the second half of the year. (Cailian Press)
Liu Liehong: The release of industry data value has entered a new stage of in-depth advancement, and the National Data Administration will work with relevant departments to introduce targeted and specific measures.
Mars Finance reported on July 7th that Liu Liehong, Secretary of the Party Leadership Group and Director of the National Bureau of Data, attended and addressed the opening ceremony of the "2026 Global Digital Economy Conference" and the "Data Element Development Forum" held in Beijing from July 2nd to 3rd. Liu Liehong stated that with the implementation of the "531" work system, the potential of data elements is being released at an accelerated pace, and data circulation and utilization are showing new trends. First, the release of industry data value has entered a new stage of in-depth advancement. Enterprises should focus on the "three main battlefields" to realize their own value in deepening the circulation and utilization of industry data; local governments should focus on creating a strong data atmosphere to empower industrial transformation and promote high-quality economic development through data; the National Bureau of Data will work with relevant departments to introduce targeted and specific measures. Second, the solutions to key problems are becoming clearer. For example, adapting to the diverse data needs of artificial intelligence and solving the problems of "dispersed system construction, inconsistent standards, and difficulty in data sharing," the practice of using "technology empowerment" such as intelligent agent invocation to resolve the pain point of "data dispersion," and using "semantic unification" to solve the problem of "inconsistent formats" has begun to show results. Third, data empowerment for the innovative development of artificial intelligence is continuously deepening. On the supply side, we will accelerate the construction of a high-quality dataset supply system for the industry; on the circulation side, we will systematically optimize data usage rules and circulation models for artificial intelligence; on the application side, we will drive the data flywheel to accelerate through "analog-data resonance". (National Data Administration website)