Industry Insights - China has submitted a record number of over 200,000 satellite constellation deployment plans to the ITU, indicating a strategic shift towards large-scale satellite deployment by commercial entities like China Mobile and Yuanxin Satellite [1] - The National Business Work Conference emphasized the need to cultivate new growth points in service consumption and optimize the implementation of the old-for-new policy for consumer goods, aiming to boost consumption through initiatives like the "Buy in China" brand [2] - The Ministry of Finance and the State Taxation Administration announced the cancellation of VAT export tax rebates for photovoltaic products starting April 1, 2026, marking a transition to a "no rebate subsidy" phase, which has led to significant market reactions, particularly a sharp decline in polysilicon futures contracts [3] Company Updates - Three major stocks, Tianpu Co., Guosheng Technology, and Jiamei Packaging, are set to resume trading after a suspension for investigation, with Tianpu Co. facing a formal investigation by the CSRC due to significant trading anomalies [4] - Guosheng Technology has disclosed an expected negative net profit for 2025, indicating potential operational challenges ahead [4]
A股盘前播报 | 申请卫星数量超20万颗！商业航天再迎利好 2026年消费方向定调
智通财经网·2026-01-12 00:36