影响市场重大事件：上海浦东发布具身智能产业支持16条政策，单个项目支持额度最高可达亿级

Group 1: Embodied Intelligence Industry Support - Shanghai Pudong New Area has released a set of 16 support policies for the embodied intelligence industry, with funding support of up to 20 million yuan for key technology breakthroughs and innovation centers [1] - The policies aim to encourage the integration and application of embodied intelligence technology in various industries and markets, with individual project support potentially reaching up to 100 million yuan [1] Group 2: China-ASEAN Economic Cooperation - The Ministry of Commerce announced the completion of negotiations for the China-ASEAN Free Trade Area 3.0, which includes nine new chapters focusing on digital economy, green economy, and supply chain connectivity [2] - This agreement is expected to enhance cooperation in emerging fields and promote deep integration of production and supply chains between China and ASEAN [2] Group 3: Silicon Carbide Production - The largest silicon carbide wafer factory in Wuhan has commenced production, contributing 30% of the domestic silicon carbide wafer capacity, which is crucial for the new energy industry [5] - The factory, with an investment exceeding 20 billion yuan, aims to produce 360,000 six-inch silicon carbide wafers annually, meeting the manufacturing needs of 1.44 million electric vehicles [5] Group 4: Data Element Integration - The National Data Bureau is working on guidelines for the "data element x" initiative to enhance the integration of data into social production and unlock its value as a production factor [6] - The initiative aims to promote the construction of demonstration scenarios for public data and accelerate the establishment of comprehensive experimental zones for data elements [6] Group 5: Resource and Environmental Market Mechanisms - The Central Committee and the State Council have issued opinions to improve the market-based allocation system for resource and environmental elements by 2027, including the establishment of trading systems for carbon emissions and water rights [7] - The plan aims to enhance the efficiency of resource allocation and support environmental goals through active market mechanisms [7] Group 6: Bitcoin ETF Investment Trends - In the past five weeks, Bitcoin ETFs have attracted over $9 billion, while gold ETFs have seen outflows exceeding $2.8 billion, indicating a shift in investor preference towards digital assets [8] Group 7: Chery Automobile's Business Integration - Chery Automobile has integrated its subsidiaries into a new "Chery Intelligent Center," focusing on smart cockpit, assisted driving, and digital architecture, creating a comprehensive closed-loop system for innovation [9] Group 8: National Cultural Export Initiatives - The Ministry of Commerce and other departments have released lists of key enterprises and projects for national cultural exports for 2025-2026, recognizing 404 companies and 121 projects [10]