国内首个不锈钢火箭超级工厂开工拟年产25发；日本欲打造本土版“星链”系统；机构：内存市场已进入“超级牛市”——《投资早参》

Market News - The U.S. stock market closed mixed, with the Nasdaq up 0.16%, while the S&P 500 and Dow Jones fell by 0.34% and 0.94% respectively. Major tech stocks mostly rose, with Intel increasing over 6% and Google rising more than 2%. Google's market capitalization reached $3.89 trillion, surpassing Apple's $3.85 trillion for the first time since 2019 [1] - International oil prices continued to decline, with WTI crude oil down 1.44% at $56.31 per barrel and Brent crude down 0.61% at $60.33 per barrel. Precious metals also saw a decrease, with spot gold down 0.92% at $4453.34 per ounce and silver down 3.8% at $78.16 per ounce [2] Industry Insights - Arrow Technology's large liquid carrier rocket assembly and recovery reuse base project commenced in Hangzhou, with a total investment of 5.2 billion yuan. This is China's first offshore recovery reusable rocket production base, expected to have an annual production capacity of 25 rockets [3] - Japan is developing a "Japanese version of Starlink" to establish a low-orbit satellite constellation for autonomous communication services, enhancing domestic control over communication networks [3] - The satellite communication industry is projected to exceed 200-400 billion yuan by 2030, with an annual compound growth rate of 10%-28%. This sector is transitioning from "concept verification" to "scale application," becoming a key driver for high-quality digital economic development [4] - The memory market has entered a "super bull market," surpassing historical highs from 2018. Prices for 64GB RDIMM memory are expected to rise significantly, with projections of a 40%-50% increase by Q4 2025 and another 40%-50% by Q1 2026 [4][5] - The postal industry plans to promote the application of unmanned delivery technologies by 2026, including the use of drones and automated sorting systems, to enhance logistics capabilities and support green development [6][7] Company Updates - Desay SV Automotive announced that its largest shareholder, Desay Group, plans to reduce its stake by up to 710,625 shares, representing no more than 1.19% of the company's total shares [8] - New Link Electronics plans to reduce its shares by up to 25.02 million, or 3% of its total shares, through various trading methods [8] - Yili Group's chairman plans to reduce his stake by up to 62 million shares, accounting for 0.98% of the total shares, with proceeds used to repay financing loans [10]