“十五五”开局之年多型新火箭将首飞并挑战回收 上海:到2028年低空经济核心产业规模达800亿
Xin Lang Cai Jing·2026-01-05 00:52

Market Dynamics - In 2025, multiple commercial rockets will be launched, marking a significant development in China's aerospace industry as part of the "14th Five-Year Plan" [1] - Shanghai aims to achieve a core industry scale of approximately 80 billion yuan in the low-altitude economy by 2028, establishing a complete industrial chain for new low-altitude aircraft [1] - The Shanghai government has issued measures to accelerate the construction of advanced manufacturing clusters in the low-altitude economy, focusing on attracting leading companies in eVTOL and industrial-grade drones [2] Company Developments - The National Integrated Circuit Fund increased its stake in SMIC's H-shares from 4.79% to 9.25% as of December 29 [5] - Huahong Semiconductor plans to acquire 97.5% of Huali Microelectronics for a transaction price of 8.268 billion yuan [5] - UTree Technology has denied reports regarding its IPO process, stating that it is proceeding normally and has not applied for a "green channel" [4] Stock Market Performance - Major U.S. stock indices showed mixed results, with the Nasdaq down 0.03%, while the S&P 500 rose 0.19% and the Dow Jones increased by 0.66% [3] - ASML and Micron Technology saw their stock prices reach new highs, with ASML rising nearly 9% and Micron up over 10% [3] Regulatory News - The China Securities Regulatory Commission has initiated an investigation into Plutotech for suspected violations of information disclosure laws [6] - Zhongwei Company plans to acquire 64.69% of Hangzhou Zhongsilicon's equity, with the stock set to resume trading [7]