前瞻全球产业早报：OpenAI计划于2026年推出首款硬件设备

Group 1 - The National Development and Reform Commission (NDRC) will unify subsidy standards for "two new" categories, including vehicle scrappage and replacement, as well as various electronic products, to implement a nationwide unified market requirement [2] - The NDRC is planning to promote a series of significant high-tech industry projects during the 14th Five-Year Plan period, with expectations for the digital economy's added value to reach 49 trillion yuan by 2025, accounting for approximately 35% of GDP [3] - The Ministry of Finance will provide financial subsidies for loans related to technological innovation, supporting the upgrade of key industries and the digital transformation of small and medium-sized enterprises [4] Group 2 - Starting February 1, micro, light, and small drones will not require reporting for flights in suitable airspace in Shanghai, while flights in controlled airspace will need approval from air traffic management [5][6] - Domestic refined oil prices are set to increase for the first time in 2026, with an expected rise of about 90 yuan per ton, leading to an additional cost of approximately 4 yuan for filling a 70-liter tank [7] - GAC Group clarified that rumors regarding the replacement of half of its automotive chips with those from Gree Electric are not true, following a meeting between executives from both companies [8] Group 3 - The unicorn company "Moon's Dark Side" is undergoing a new financing round with a pre-investment valuation of nearly $4.8 billion, following a recent $500 million Series C funding round [9] - Among three Japanese automakers in China, only Toyota announced a sales increase for 2025, projecting over 1.78 million units sold, while Nissan and Honda reported continuous declines [10] - New Oriental has hired Chen Xingjia as a senior consultant with an annual salary of 1.5 million yuan, while also committing to donate at least 1 million yuan annually to the Henghui Public Welfare Foundation [11] Group 4 - Germany has reintroduced electric vehicle purchase subsidies, offering up to 6,000 euros for new electric vehicles to stimulate domestic industry, applicable to vehicles registered from January 1, 2026 [12] - Elon Musk's social media platform X has open-sourced its recommendation algorithm, relying heavily on AI for content filtering and ranking [12] - Analysts predict that OpenAI could achieve nearly $25 billion in annual advertising revenue by 2030, based on the anticipated scale of ChatGPT and its marketing capabilities [14]