影响市场重大事件：中科宇航上市辅导状态已变更为辅导验收，5家商业航天公司全部启动IPO；“太行三兄弟”完成评估验收，将带动我国燃气轮机行业发展

Group 1: Commercial Space Industry - Zhongke Aerospace's IPO guidance status has changed to acceptance, marking a significant step in the process for five commercial space companies in China to launch IPOs [1] - The five companies include Blue Arrow Aerospace, Tianbing Technology, Zhongke Aerospace, Star Glory, and Xinghe Power, all aiming to become the first commercial space stock in China [1] - Blue Arrow Aerospace's IPO on the Sci-Tech Innovation Board has been accepted, with plans to raise 7.5 billion yuan for reusable rocket technology and capacity enhancement projects [1] Group 2: Gas Turbine Industry - China Aviation Engine Group announced the successful completion of evaluation and acceptance for three gas turbine innovation development demonstration projects, which will significantly boost the gas turbine industry in China [2] - The projects include the "Taihang 7," "Taihang 15," and "Taihang 110" gas turbines, marking breakthroughs in core technologies such as design, material development, and manufacturing [2] Group 3: Small and Medium Enterprises - The Ministry of Industry and Information Technology has revised the "Quality Small and Medium Enterprises Gradient Cultivation Management Measures," incorporating technology-based SMEs into the cultivation framework [3] - Changes include the cancellation of province-specific criteria, raising revenue thresholds for "specialized, refined, distinctive, and innovative" small giants to over 50 million yuan, and increasing R&D expenditure requirements [3] Group 4: Real Estate Financing - The People's Bank of China and the National Financial Regulatory Administration have announced that the minimum down payment ratio for commercial property loans will be adjusted to no less than 30% [4] - Local financial institutions are allowed to set their minimum down payment ratios based on local government policies [4] Group 5: High-Energy Ion Implantation Technology - China National Nuclear Corporation announced the successful operation of the country's first series-type high-energy hydrogen ion implanter, achieving international advanced levels in core indicators [5] - This development signifies China's mastery of the full-chain R&D technology for high-energy hydrogen ion implanters, enhancing the safety of the industrial chain [5] Group 6: Monitoring Systems - The Three Gorges Hub Beidou high-precision monitoring system has been completed and is in trial operation, marking a significant application of Beidou technology in major water conservancy projects [6] - This system represents a step towards achieving a "self-controllable and efficient intelligent" safety monitoring system for the Three Gorges project [6] Group 7: Electric Grid Investment - Huatai Securities reported that the State Grid's investment is expected to reach 4 trillion yuan during the 14th Five-Year Plan period, a 40% increase compared to the previous plan [9] - The investment will support the construction of cross-provincial transmission channels and the reinforcement of weak grids in the western regions, with a focus on high voltage construction [9] Group 8: National Innovation Strategy - The Ministry of Science and Technology aims to strengthen strategic planning and policy measures to enhance the national innovation system, focusing on regional innovation and collaboration [10] - The goal is to create a significant strategic support point for building a technology powerhouse in China [10]