晚报 | 12月29日主题前瞻

Group 1: Commercial Aerospace - The Shanghai Stock Exchange released guidelines for commercial rocket companies to apply for the Sci-Tech Innovation Board, aiming to accelerate innovation in commercial aerospace and support the national strategy for becoming a space power [1] - Zhongtai Securities believes that precise capital allocation will accelerate the development of core technologies such as rocket recovery and large-thrust engines, leading to the large-scale application of medium and large reusable rockets [1] Group 2: Artificial Intelligence - The National Financial Regulatory Administration published a plan for the high-quality development of digital finance, outlining 33 tasks related to governance, services, technology application, data development, risk management, and regulatory transformation [2] - Guotai Haitong notes that the financial sector's demand for digital transformation aligns well with large model technology, making it an ideal testing ground for AI applications [2] Group 3: Robotics - The Ministry of Industry and Information Technology established a standardization committee for humanoid robots and embodied intelligence, which will focus on developing industry standards for key technologies and applications [3] - Dongfang Securities anticipates rapid advancements in motion control for humanoid robots by 2025, with a shift in market focus towards mass production by 2026 [3] Group 4: Supernodes in AI - The Ascend AI Framework Summit highlighted the innovation of supernode technology, which aims to enhance AI model training and inference efficiency [4] - The core value of supernode technology lies in its ability to support trillion-parameter models with higher energy efficiency and lower latency, driving the AI industry forward [4] Group 5: Nuclear Medicine - China National Nuclear Corporation announced the opening of the first nuclear medicine demonstration base in Suzhou, focusing on precision diagnosis and treatment [5] - The nuclear medicine market in China is expected to grow rapidly, with projections of reaching an annual output value of approximately 600 billion yuan by the end of the 14th Five-Year Plan [5] Group 6: Huawei's AI Chip Launch - Huawei plans to launch its latest AI chip, Ascend 950, in South Korea in 2026, challenging Nvidia's dominance in the AI chip market [6] - This move is expected to diversify the local supply chain and impact the global AI competition landscape [6] Group 7: Macro and Industry News - The revised Civil Aviation Law will promote low-altitude economic development starting from July 1, 2026 [7] - The Ministry of Industry and Information Technology is advancing 6G technology research and application [7]