智能早报丨国家航天局设立商业航天司；机构预测存储芯片半年内将再涨价50%

Group 1: Commercial Space Industry - The establishment of the Commercial Space Administration by the National Space Administration marks a transition to a dedicated management body for the commercial space industry in China, providing a solid institutional guarantee for high-quality development [1] - The newly released "Action Plan for Promoting High-Quality and Safe Development of Commercial Space (2025-2027)" aims to integrate commercial space into the national space development framework, focusing on cultivating new productive forces in the space sector [1] - By 2027, the plan targets four breakthroughs in the commercial space industry: efficient collaboration in the industrial ecosystem, doubling the current industry scale, significant improvement in resource utilization, and a more refined governance system [1] Group 2: Battery Industry - The Ministry of Industry and Information Technology (MIIT) is set to introduce targeted policies to address irrational competition in the power and energy storage battery industry, aiming to safeguard the global competitiveness of China's battery sector [3] - The domestic energy storage battery production is projected to reach 550 GWh by 2025, more than doubling from the previous year, while power battery production is expected to approach 1000 GWh [3] - Despite rapid growth, issues of "involution" have emerged, with nearly one-third of energy storage system integrators reportedly taking orders below cost, raising concerns about quality [3] Group 3: Semiconductor Industry - The global shortage of storage chips is intensifying due to explosive demand from AI infrastructure, with prices expected to rise by approximately 50% by the second quarter of 2026 [4] - Major tech companies like Dell and HP have indicated potential price increases due to chip shortages, with Dell's COO noting unprecedented cost increases [4] - The shortage is attributed to AI demand prioritizing production capacity for high-end products, leading to tight supplies of standard DRAM and NAND flash memory [5] Group 4: AI and 3D Modeling - Tencent's Hunyuan 3D Studio 1.1 has been launched, featuring AI-generated 3D models that can be directly used in game and animation production, significantly reducing production costs [6][7] - The new version introduces a groundbreaking native quadrilateral topology generation technology, improving model quality and structure integrity [6] - The upgraded model supports ultra-high-definition modeling with a threefold increase in detail density and modeling precision compared to the previous generation [6]