DeepSeek-V4-Pro post-trained on Ascend 910C | SASAC SOE consortium | Hengtong plans STAR spinoff

May 30, 2026

Your morning brief on Chinese technology.

Beijing · Washington

Bottom Line Up Front

A joint Chinese team completed post-training of DeepSeek-V4-Pro on a Huawei Ascend 910C cluster, running more than 1,500 stable training steps over roughly a month with reported MFU above 30% and a 14% efficiency gain on a key operator; independent reproduction has not been published. SASAC established the Central SOE Technology Commercialization Consortium in Beijing with more than 100 central state-owned enterprises alongside research institutes, universities and private innovators; no member list, governance structure or funding pool was disclosed. Hengtong Optic-Electric announced a spinoff of subsidiary Jiangsu Hengtong Huahai Technology for a separate STAR Market listing while retaining control; the Huawei Marine successor reported 2.717 billion yuan in 2025 revenue and 365 million yuan in net profit, with signed subsea cable projects exceeding 130,000 kilometers across 78 countries.

A team drawn from Shenzhen Hetao Academy AI Training Platform, Harbin Institute of Technology (Shenzhen), Shenzhen Big Data Research Institute, Huawei GTS, the Computing Product Line and the Huawei 2012 Lab said it had completed the first publicly known third-party full-parameter post-training of DeepSeek-V4-Pro on a Huawei Ascend 910C cluster, Leiphone reported May 29. The project ran more than 1,500 stable training steps over roughly one month, with reported training MFU above 30% and a 14% efficiency gain on a key training operator. The work moves beyond inference and lightweight fine-tuning to full-parameter post-training of trillion-class models on domestic infrastructure. Independent reproduction of the MFU and operator efficiency figures has not been published.

Read at Leiphone ↗

SASAC stands up Central SOE Technology Commercialization Consortium with 100-plus central enterprises

SASAC established the Central SOE Technology Commercialization Consortium in Beijing, Jiemian News reported. Co-builders include more than 100 central state-owned enterprises along with research institutes, universities, industrial chain leaders and private innovators. SASAC said the consortium's mission is integrating technology innovation with industrial innovation to support real economy development. No member list, governance structure or funding pool was disclosed.

Read at Jiemian ↗

Hengtong Optic-Electric to spin off Huawei Marine successor Hengtong Huahai for STAR Market listing

Hengtong Optic-Electric announced May 29 that it plans to spin off subsidiary Jiangsu Hengtong Huahai Technology for a separate listing on the Shanghai Stock Exchange's STAR Market, ITHome reported. The parent will retain control after the spinoff. Hengtong Huahai is the domestic successor to Huawei Marine Networks, which Hengtong acquired in 2019 to 2020 and rebranded HMN Tech. The company is one of four firms globally that deliver intercontinental subsea optical cable systems, with signed projects exceeding 130,000 kilometers across 78 countries. Hengtong Huahai reported 2.717 billion yuan in 2025 revenue and 365 million yuan in net profit attributable to the parent.

Read at ITHome ↗

AI & FOUNDATION MODELS

DeepSeek caps free-tier regeneration and edit counts ahead of reported 70 billion yuan funding round

DeepSeek has begun restricting regeneration and edit counts on its consumer products ahead of the company's reported 70 billion yuan round led by the National IC Industry Investment Fund, TMTPost reported May 30. Each free-tier regeneration carries a unit compute bill that DeepSeek is no longer absorbing in full. DeepSeek has not published an official explanation of the rate-limit change or specified affected product surfaces. Caijing and Bloomberg reported this month that the Big Fund-led round is substantially locked at a $45 billion pre-money valuation.

Read at TMTPost ↗

Sigen Energy releases SigenAgent and co-publishes five-level Energy Intelligence Level framework with Frost and Sullivan

Sigen Energy (06656.HK) launched SigenAgent on May 29 at its "AI in All" global strategy event, with the company calling the system the energy industry's first full-domain AI agent, Leiphone reported. The company co-released a 2026 AI plus New Energy White Paper with Frost and Sullivan introducing a five-level Energy Intelligence Level taxonomy modeled on autonomous driving levels. Sigen positioned SigenAgent for agentic execution of energy management tasks rather than chatbot interaction. The launch was Sigen Energy's first global strategy announcement after its April 16 Hong Kong IPO.

Read at Leiphone ↗

III

CHIPS & SEMICONDUCTORS

Tsinghua, USTC and AIGCode developers report Ascend and Kunpeng platform migration falling from months to about a week

Researchers from Tsinghua, USTC HPC groups and AIGCode's pretraining team told a Leiphone roundtable that heterogeneous platform migrations on Huawei's Ascend and Kunpeng stacks now take about a week, down from months. Reported friction reductions covered environment configuration, operator adaptation and hardware troubleshooting. Developers said community-driven problem solving has begun displacing vendor-ticketed support cycles. Whether the one-week figure holds for production-scale workloads or only for pilot ports was not addressed.

Read at Leiphone ↗

TMTPost weekly digest leads with Huawei Tao Law five-year target of 1.4nm-equivalent process performance

TMTPost's Digital Intelligence Weekly led its May 30 edition with Huawei's Tao Law roadmap target of equivalent 1.4nm process performance within five years. The Tao Law framework was first presented publicly by Huawei semiconductor business president He Tingbo at the IEEE ISCAS conference in Shanghai on May 25. The roadmap relies on the LogicFolding mechanism, which vertically stacks digital, analog and memory active layers as a substitute for new lithography nodes. Direct Huawei language on the five-year 1.4nm-equivalent target was not reproduced outside the ISCAS paper text.

Read at TMTPost ↗

TALENT & CAPITAL

Chongqing SASAC takes lead 34.5% stake in renamed Seres entity, with CATL participating and ByteDance Volcano Engine partnership reported

Chongqing Landian Tech, formerly Seres-controlled, was renamed Chongqing Saidou Technology and completed an industrial registration change on May 29, ITHome reported citing Late Post Auto. A 6.671 billion yuan capital increase made Chongqing Shapingba District SASAC-controlled Shaci Zhiyuan the largest shareholder at about 34.5%, with Seres dropping to 32.5% and CATL-affiliated Wending Investment taking 9.89%. The new entity targets a June launch for a sporty brand with a dedicated domestic and overseas sales channel. The planned ByteDance Volcano Engine partnership will go deeper than Volcano's joint definition and joint development model with SAIC-Roewe.

Read at ITHome ↗

CATL says Choco Swap network reaches 1,650 stations and targets 3,000-plus by end of 2026

CATL said its Choco Swap battery-swap network now covers 1,650 stations across 127 Chinese cities as of May 2026, with more than 600 stations and 82 cities added in under six months, Jiemian News reported. The company plans to exceed 3,000 stations covering nearly 190 cities by the end of 2026. CATL has set a 2027 target of an "11 vertical, 9 horizontal" highway battery-swap network. City-level utilization metrics and the capital expenditure underlying the planned 2026 station doubling were not specified.

Read at Jiemian ↗