影响市场重大事件:“十五五”开局之年 多型新火箭将首飞并挑战回收;中国“人造太阳”实验找到突破密度极限的方法
Mei Ri Jing Ji Xin Wen·2026-01-04 22:27

Group 1: Aerospace Industry - In 2025, multiple commercial rockets are set to launch, marking a significant development in China's aerospace sector as part of the "14th Five-Year Plan" [1] - The manned lunar landing project will initiate several tests, and the Chang'e 7 mission aims to explore the presence of water ice at the Moon's south pole [1] Group 2: Emerging Markets and Technology - Emerging market stocks have experienced a strong start in 2026, reaching their highest level since 2021, driven by optimism surrounding Asia's position in artificial intelligence [2] - The MSCI Emerging Markets Index rose by 1.7% on the first trading day of the year, while technology stocks surged by 2.8% due to excitement over new listings and technological advancements [2] Group 3: Artificial Intelligence Development - DeepSeek has introduced a more efficient AI development method through a framework called "manifold-constrained hyperconnection" (mHC), aimed at enhancing scalability and reducing computational and energy demands [3] Group 4: Digital Currency - The digital yuan app has been upgraded to version 2.0, enhancing user experience and consolidating wallet access for managing digital yuan assets [4] Group 5: Nuclear Fusion Research - A breakthrough in density limits has been achieved by the EAST nuclear fusion experiment, providing significant physical evidence for high-density operation in magnetic confinement fusion devices [5] Group 6: Stock Market Outlook - CITIC Securities forecasts that the A-share bull market may continue in 2026, with expectations of a fluctuating upward trend but slower growth, emphasizing the importance of fundamental improvements [6] Group 7: Data Trading - The first "embodied intelligence dataset" has been successfully traded on the Jiangsu Data Exchange, marking a significant milestone in the trading of structured data for robotics [7] Group 8: Pharmaceutical Innovation - In 2025, China approved 76 innovative drugs, significantly surpassing the 48 approved in 2024, with a total authorization value exceeding $130 billion [9] Group 9: Quantum Computing - CITIC Securities reports that the quantum computing industry is expected to enter a phase of high compound growth, with market size projected to increase from approximately $5 billion in 2024 to around $800 billion by 2035 [10] Group 10: Energy Storage - The largest all-vanadium flow battery energy storage station in China has achieved full-capacity operation, with a rated power of 200,000 kW and a storage capacity of 1 million kWh, expected to enhance the utilization rate of associated photovoltaic power stations by over 10% annually [11]

影响市场重大事件:“十五五”开局之年 多型新火箭将首飞并挑战回收;中国“人造太阳”实验找到突破密度极限的方法 - Reportify