影响市场重大事件：三家商业航天企业IPO辅导更新；我国首个海上液体火箭发射回收试验平台将投用；6G技术试验步入第二阶段 “空天地海一体化”网络有望加速构建

Group 1: Aerospace Industry Developments - China's first offshore liquid rocket launch recovery test platform is under construction in Yantai, Shandong, with plans to complete it by February 5, marking the first offshore launch recovery test for liquid rockets in the country [1] - Three commercial aerospace companies, Tianbing Technology, Xinghe Power, and Xingti Glory, have updated their IPO counseling progress, indicating ongoing interest and activity in the commercial aerospace sector [2] - Aerospace Yuxing completed nearly 600 million yuan in D-round financing, with funds aimed at developing satellite internet ground infrastructure and global aerospace ground facilities [3] Group 2: Robotics and AI Innovations - The Ministry of Industry and Information Technology plans to release guidelines for the standardization of humanoid robots and embodied intelligence, aiming to enhance product quality and safety while promoting innovation in the sector [4] - OpenAI announced plans to expand its AI infrastructure to 10 gigawatts by 2029, with a commitment to cover energy costs for its "Gateway" project, ensuring that operations do not increase electricity prices [9] Group 3: Telecommunications and Technology - The second phase of 6G technology testing has commenced, following the completion of the first phase, with over 300 key technologies developed, indicating significant progress in telecommunications [5] - Zhipu reported a temporary limitation on the sale of its GLM Coding Plan due to a surge in user demand, highlighting the increasing need for computational resources in AI applications [10] Group 4: Financial Market Insights - Morgan Asset Management predicts that opportunities in the A-share market will outweigh risks in 2026, focusing on sectors such as consumer electronics, lithium battery supply chains, and financial services [6] - The trading volume of the Shanghai Stock Exchange 50 ETF exceeded 15 billion yuan, marking the highest volume in nearly a decade, reflecting increased investor activity [11]