影响市场重大事件：新加坡国家AI计划放弃Meta模型，转向阿里千问；蓝箭航天朱雀三号将于11月29日首飞；商业航天司正式成立，卫星产业迎职能整合

Group 1 - Singapore's National AI Strategy (AISG) has shifted from using Meta's model to Alibaba's Qwen open-source architecture, indicating a significant expansion of Chinese open-source AI models globally [1] - The newly launched "Qwen-SEA-LION-v4" model has quickly ranked first in an open-source leaderboard measuring Southeast Asian language capabilities, outperforming Meta's model in processing regional languages like Indonesian, Thai, and Malay [1] Group 2 - The establishment of the Commercial Space Administration is confirmed, which will integrate various functions related to the satellite industry, enhancing coordination and efficiency in commercial space launch approvals and satellite operation licensing [2] - The first flight of the medium-sized launch vehicle is imminent, supporting large-scale satellite constellation networking, with over a hundred satellites already in orbit [2] Group 3 - AI-driven high-performance computing (HPC) is increasing the demand for advanced packaging technologies, with cloud service providers considering a shift from TSMC's CoWoS solution to Intel's EMIB technology for better integration of complex functions [3] Group 4 - The launch of the Blue Arrow Aerospace Zhuque-3 rocket is scheduled for November 29, marking a significant milestone in China's manned space program [4] Group 5 - A new national standard for mobile power banks is set to be implemented, which is expected to increase overall industry costs by 20%-30% due to higher quality component requirements and hardware upgrades [5] Group 6 - Huawei has officially launched the Mate80 series, with prices starting at 4699 yuan for the Mate80 and 5999 yuan for the Mate80 Pro, featuring the new HarmonyOS 6 [6] Group 7 - Beijing's AI Industry Investment Fund has invested in Pixel Bloom, a developer of AI office tools, following a change in the company's shareholder structure and an increase in registered capital [8] Group 8 - LG Chem has announced a breakthrough in solid-state battery technology, achieving a 15% increase in basic capacity and a 50% increase in high-rate discharge capacity compared to existing electrolyte batteries [9] Group 9 - ADATA's chairman has reported a severe shortage of memory chips due to AI demand, with customers receiving only 30% of their orders, and expects this shortage to persist into the first half of 2026 [10] Group 10 - Carl Power has unveiled a comprehensive solution for unmanned freight transport, with plans to demonstrate its first "transport robot" in 2026 and aims for 1 million units to be operational within the next decade [11]