神舟二十一号今晚发射，首次太空养鼠；三星与宝马达成固态电池验证项目合作

Group 1 - The Shenzhou 21 manned spacecraft is scheduled to launch on October 31 at 23:44, with a crew consisting of commander Zhang Lu and astronauts Wu Fei and Zhang Hongzhang [1] - This mission marks the sixth manned flight in the space station application and development phase, with the crew set to stay in orbit for six months and conduct 27 scientific experiments [3] - A key highlight of the mission is the first in-orbit experiment involving rodent mammals, with four specially trained mice to study the effects of microgravity and closed environments on behavior [3] Group 2 - Samsung SDI has partnered with BMW Group and Solid Power to develop a solid-state battery validation project, indicating a significant collaboration in next-generation battery technology [5] - The solid-state battery is expected to have an energy density exceeding 500 Wh/kg and a range of over 1000 kilometers, eliminating the risk of thermal runaway associated with liquid batteries [5] - The project aims for small-scale production of solid-state batteries by 2027 and large-scale application by 2030 [5] Group 3 - Samsung Electronics has secured HBM customer demand for next year, with sales expected to significantly exceed this year's figures [6] - The HBM market is projected to reach $46 billion by 2026, growing at a year-on-year rate of 35%, and could reach $98 billion by 2030 [6] - The domestic HBM production is seen as essential, with opportunities for upstream equipment and materials suppliers as the industry develops [6] Group 4 - Instech has achieved mass production of its N50SH high-performance neodymium-iron-boron material, while the N52SH material is in small-scale validation [7] - This development reduces reliance on rare heavy rare earths by over 50%, which can help mitigate cost volatility risks [7] - The company is expanding production capacity, expecting to add 5,000 tons by 2026, and aims to capture markets in electric vehicles and humanoid robots [7] Group 5 - TCL Zhonghuan reported a rise in silicon material and wafer prices, with silicon material increasing from 34,000 yuan/ton to 52,000 yuan/ton, and N-type wafer prices rising by 48.3% [8] - The company’s revenue for the first three quarters was 21.572 billion yuan, a year-on-year decrease of 5%, but Q3 revenue showed a 28% increase year-on-year [8] - The company aims to continue reducing costs and improving technology to support long-term industry development [8]