影响市场重大事件：业务准入加快推进，卫星产业拐点在即；我国自主研发脑机接口成功完成脑深部肿瘤边界精准定位临床试验

Group 1: Industry Developments - Shanghai is promoting the integration of "security + AI," focusing on emerging fields such as intelligent robotics and low-altitude economy, with a goal to enhance the cybersecurity industry in the Yangtze River Delta and nationwide [1] - The global satellite IoT connections are expected to grow at a compound annual growth rate (CAGR) of 23.8% from 2023 to 2030, with satellite broadband and direct smart phone communication identified as transformative services [2] - The Ministry of Industry and Information Technology (MIIT) has issued guidelines to optimize business access and promote the development of the satellite communication industry, indicating a strategic shift and potential industry turning point [3] Group 2: Technological Innovations - Chinese researchers have developed the world's first adaptive, full-bandwidth, high-speed wireless communication module based on optoelectronic integration technology, achieving transmission rates exceeding 120 Gbps, which meets 6G communication requirements [4] - A new brain-computer interface technology has been successfully tested for precise tumor boundary localization during surgery, marking a significant breakthrough in clinical applications [7][8] Group 3: Data Industry Growth - China's data industry has surpassed 5.8 trillion yuan, maintaining an annual growth rate of over 15%, with expectations to continue this trend from 2025 to 2030 [9] - The National Data Bureau plans to introduce several industry policies this year, including data property rights and digital industry clusters, to support the development of the digital economy [5] Group 4: Corporate Performance - China Life Insurance is focusing on the Hong Kong stock market for its newly approved Qualified Domestic Institutional Investor (QDII) quota, highlighting the market's potential for equity investment [6] - Huawei Cloud's overall computing power has increased by nearly 250% year-on-year, with a significant rise in customers using its Ascend AI cloud services [11]