上证早知道｜机构密集调研半导体行业；“人工智能+制造”行动，全面提速

Industry Updates - The National Drug Administration held a meeting emphasizing key tasks for 2026, including ensuring high-level drug safety, supporting the pharmaceutical industry's quality improvement, enhancing legal standards in drug regulation, and advancing modernization in drug supervision [4] - The State Administration for Market Regulation and the National Internet Information Office jointly released regulations to prevent unreasonable restrictions on platform operators and protect consumer rights in online transactions [4] - The Ministry of Industry and Information Technology announced the implementation of "Artificial Intelligence + Manufacturing" initiatives, focusing on accelerating the application of humanoid robots and enhancing the industrialization of AI terminals [7] Company News - Bestme's subsidiary, Yong'an Chemical, is facing criminal charges for environmental pollution due to interference with automatic monitoring facilities [13] - Heng Rui Medicine's subsidiary received approval for a new innovative drug, which is the first of its kind to be approved for treating specific types of cancer [14] - Guangqi Technology signed contracts worth 2.15 billion yuan for the mass production of metamaterials, indicating strong demand in the market [14] - Zhongke Blue Communication expects a significant profit increase of 366.51% to 376.51% in 2025, driven by investments in other companies [15] - Chuanjinno anticipates a net profit of 430 million to 480 million yuan in 2025, reflecting a growth of 144.24% to 172.64% [16] Market Trends - Analysts predict a substantial increase in Samsung Electronics' Q4 2025 earnings, with a projected 160% year-on-year profit surge due to a severe chip shortage driving up storage chip prices [10] - The postal industry plans to introduce policies to promote the application of unmanned delivery technologies, which could lead to significant growth in logistics efficiency [11] - Institutions are increasingly focusing on the semiconductor sector, with a notable recovery in the storage segment, indicating a healthier supply-demand structure [18][19]