晚报 | 1月7日主题前瞻

Cross-Border Payment - The Chinese government emphasizes the need to deepen foreign exchange facilitation reforms to enhance high-quality development, including optimizing trade foreign exchange management and supporting cross-border e-commerce [1] - Analysts believe that the high-level opening of cross-border trade will create a more efficient, diverse, and compliant environment for the cross-border payment industry, transitioning from a "funds channel" to a "digital trade hub" [1] - Predictions indicate that by 2025, China's cross-border payment scale will reach 9.4 trillion yuan (5.3% of the global market), and by 2030, it will exceed 20 trillion yuan, becoming a core growth area in emerging markets [1] Autonomous Driving - NVIDIA's CEO Jensen Huang states that in the future, there could be a billion autonomous vehicles on the roads, with plans to support autonomous taxi fleets by 2027 [2] - The DRIVE AGX Hyperion 10 platform, which enables L4 autonomous driving capabilities, is equipped with various sensors and cameras, enhancing the perception and computing power for autonomous taxis [2] - Citigroup analysts forecast that the global autonomous taxi market will grow from $4.43 billion in 2025 to $188.91 billion by 2034, with China's market expected to increase from $3.9 million in 2025 to $67.59 billion by 2035 [2] Express Logistics - The Ministry of Commerce plans to support the construction of green, intelligent, and specialized sorting centers, encouraging local governments to provide policy support [3] - The market for sorting center construction is experiencing a golden development period driven by demand from e-commerce, recycling, and manufacturing sectors, with daily express volume expected to exceed 540 million by 2025 [3] - The global market for sorting centers is projected to surpass $20 billion by 2030, with China contributing over 35% of the market share [3] Solid-State Batteries - Finnish startup Donut Lab has launched the world's first commercially viable solid-state battery, which will be showcased at CES 2026 [4] - This battery offers significant advantages in energy density, charging speed, cycle life, and extreme environmental adaptability, potentially transforming the electric vehicle industry [4] - By 2030, global solid-state battery shipments are expected to reach 614.1 GWh, with a market size exceeding 250 billion yuan, and China projected to hold a 40% market share [4] Environmental Technology - A research team from the Dalian Institute of Chemical Physics has made breakthroughs in hydrogen sulfide treatment technology, providing new solutions for the chemical industry's green transition [5] - The technology achieves nearly 100% conversion of hydrogen sulfide, producing high-quality sulfur and pure hydrogen, thus promoting clean processing and resource utilization [5] Rare Earths - The Ministry of Commerce has announced strengthened export controls on dual-use items to Japan, prohibiting exports to military users and those enhancing Japan's military capabilities [6] - Current rare earth prices are stable, with strict supply controls expected to drive price increases as demand recovers [6]