智通财经网·2025-12-12 00:44Group 1 - The domestic brain-computer interface companies are expected to gradually achieve commercialization due to technological advancements and supportive policies [2] - Recent milestones in medical research for rehabilitation, communication, and hearing restoration have been noted in the brain-computer interface sector [2] - The National Medical Insurance Administration has initiated a separate pricing project for new brain-computer interface technologies, paving the way for clinical application [2] Group 2 - The global Solid Oxide Fuel Cell (SOFC) market is entering an accelerated expansion phase, driven by power shortages in the U.S. and the need for reliable power supply in data centers [3] - SOFC's low redundancy configuration and power tracking advantages make it suitable for the fluctuating demands of data centers [3] - The Levelized Cost of Electricity (LCOE) for SOFC is approaching that of gas power generation, indicating potential cost advantages with further scale [3] Group 3 - The pulp and paper industry is expected to see continued excess profits for integrated pulp-paper leaders as demand gradually recovers [4] - The supply-demand dynamics for various paper types are changing, with the pulp-paper segment remaining relatively loose [4] - The production capacity for corrugated box paper has nearly concluded, which may lead to a recovery in capacity utilization and an upward adjustment in paper prices [4]