影响市场重大事件：日本欲打造本土版“星链”系统；国资委主任张玉卓：央企要大力发展战略性新兴产业，开辟增长的“第二曲线”

Group 1 - Japan is working on developing a domestic version of the "Starlink" system to enhance communication services through low Earth orbit satellite constellations [1] - The Chinese government emphasizes the importance of state-owned enterprises (SOEs) in developing strategic emerging industries to create a "second curve" of growth [2] - Shandong Province is drafting policies to upgrade its aerospace industry, aiming to become a leading hub in aerospace manufacturing [3] Group 2 - The Ministry of Industry and Information Technology (MIIT) is promoting the integration of industrial internet and artificial intelligence to enhance computing power supply and encourage the deployment of edge computing devices [4] - By 2028, MIIT aims to have at least 50,000 enterprises implement new industrial network upgrades, enhancing the integration of industrial data and governance [5] - The postal industry is set to introduce policies to accelerate the application of unmanned delivery technologies by 2026, focusing on automation and green technologies [6] Group 3 - MIIT is fostering the development of specialized service providers in industrial data and models, encouraging the transformation of industrial internet solution providers into intelligent solution suppliers [7] - The ministry is also promoting collaboration between AI and industrial internet companies to advance the smart upgrade of industrial systems [8] Group 4 - Goldman Sachs recommends an overweight position in A-shares and H-shares for 2026, predicting a 20% increase in the MSCI China Index driven by double-digit earnings growth and moderate valuations [9] - The Chinese space station's survey telescope has released significant scientific simulation research results, which are crucial for achieving its scientific objectives [10]