晚报 | 11月5日主题前瞻

Commercial Aerospace - Xinghe Power successfully completed the test of the Zhishen-1 reusable liquid rocket's first stage power system, marking a significant step towards its maiden flight [1] - The Zhishen-1 is designed for at least 25 reuse cycles and targets the large satellite launch market, with plans for orbital recovery tests starting in 2026 [1] - Analysts believe the commercial aerospace industry will enter a high-speed growth phase by 2025, driven by advancements in reusable technology and cost reduction [1] Foldable Screens - Apple is expected to release a foldable iPhone next year, with a starting price around 16,000 yuan, competing with Huawei's Mate X6 [2] - The foldable iPhone is projected to have a shipment volume of 8-10 million units in 2026, potentially increasing to 25 million units by 2027 [2] - The supply chain for the foldable iPhone is in a critical validation phase, with significant focus on hinge and ultra-thin glass technologies [2] AI in Healthcare - The National Health Commission has issued guidelines to promote and regulate the application of AI in healthcare, aiming for widespread use of intelligent decision-making tools by 2027 [3] - By 2030, the goal is to achieve full coverage of intelligent assistance in primary healthcare settings [3] - The integration of AI in healthcare is seen as a key driver for high-quality development in the health industry [4] AI Glasses - The AI glasses market is experiencing rapid growth, with major tech companies accelerating their investments [4] - The global shipment of AI glasses is expected to reach 4.065 million units in the first half of 2025, a year-on-year increase of 64.2% [4] - By 2030, the market for AI glasses could exceed 30 billion USD, driven by advancements in technology and expanding application scenarios [5] Stem Cells - An international research team has developed a scalable production method for human kidney organoids, which could significantly reduce waiting times for chronic disease patients [5] - This method allows for the high-precision generation of thousands of kidney organoids in a controlled environment [5] Satellite Internet - The upcoming China Surveying and Mapping Geographic Information Conference will focus on the development of the Beidou navigation application industry, which is expected to see significant growth [6] - The demand for core components and terminal devices in the satellite navigation industry is anticipated to increase, driven by advancements in technology and policy support [6] Innovative Drugs - The National Medical Insurance Administration is negotiating the pricing of innovative drugs for the 2025 National Basic Medical Insurance Drug List, with 120 companies participating [7] - The global innovative drug market is projected to reach 1.1 trillion USD in 2024, with significant growth expected by 2030 [7] - The diversification of profit models is likely to enhance the profitability of innovative drug companies [7] Consumer Electronics - Nintendo has raised its sales forecast for the Switch 2 to 19 million units by March next year, reflecting strong demand [8] - The consumer electronics industry is expected to evolve towards smart, ecological, and sustainable development, with AI becoming a core driver [8] - The global tablet shipment reached 39.035 million units in the second quarter of 2025, marking a 9.3% year-on-year growth [8]