晚报 | 10月29日主题前瞻

Digital Currency - The digital RMB ecosystem has been established with continuous innovation and application development, with a total transaction amount of 14.2 trillion yuan by the end of September 2025 [1] - The pilot program covers 26 regions across 17 provinces, processing 3.32 billion transactions and opening 225 million personal wallets through the digital RMB app [1] - The digital RMB industry chain includes upstream technology development, midstream payment platforms, and downstream merchants, creating a comprehensive ecosystem [1] Smart Glasses - Baidu's AI glasses Pro will start pre-sale on November 1 and officially launch on November 10, featuring stylish designs and various AI functionalities [2] - The global smart glasses market is expected to see a shipment of 4.065 million units in the first half of 2025, a year-on-year increase of 64.2% [2] - The smart glasses industry is entering a rapid development phase driven by AI technology, supply chain optimization, and the entry of major players [2] HPV Vaccine - The first domestically produced nine-valent HPV vaccine is accelerating its rollout across the country, with plans to include it in the national immunization program [3] - The HPV vaccine market in China has grown from approximately 200 million yuan in 2017 to about 40 billion yuan in 2022, with a projected annual vaccination rate of 20 to 30 million in the next 5 to 10 years [3] Agriculture - A research team from China Agricultural University has identified two new genes regulating rice grain number through whole-genome association analysis, which could enhance yield [4] Tungsten Market - As of October 28, black tungsten concentrate prices rose to 288,000 yuan per ton, with prices for APT and tungsten powder also increasing significantly [6] - Tungsten product prices have doubled since the beginning of the year, driven by strategic attributes and supply chain restructuring [6] Military Industry - The "15th Five-Year Plan" emphasizes accelerating advanced combat capabilities and enhancing strategic deterrence, indicating a positive outlook for the military industry [7] - The military sector is expected to enter an upward cycle with improving fundamentals and increasing orders related to the "15th Five-Year Plan" [7] Gas Turbine Supply - A shortage of gas turbines is becoming a bottleneck for the expansion of AI data centers, leading developers to procure modified jet engine turbines [8] - Global gas turbine orders are projected to rise significantly by 2026, with a complex manufacturing process limiting the ability to quickly respond to demand [8]