GigaDevice(SH:603986) Jin Rong Jie·2026-01-22 14:16Group 1 - The commercial aerospace industry in China is entering a new phase of reusable liquid rocket technology with the construction of the first offshore liquid rocket launch and recovery test platform in Yantai, Shandong, expected to be completed and tested around February 5 [1] - A mainstream commercial liquid rocket is set to conduct its first offshore launch and recovery test at this platform around the Spring Festival, marking a significant advancement in China's offshore launch capabilities [1] - The third Beijing Commercial Aerospace Industry High-Quality Development Conference and the 2026 Beijing International Commercial Aerospace Exhibition will be held from January 23 to 25, indicating increasing industry attention [1] Group 2 - Extreme cold weather has caused European natural gas benchmark prices to exceed €40 per megawatt-hour for the first time since June, with a rise of 11.5% on January 21 and an annual increase of over 40% [2] - In the U.S., natural gas futures surged by 78% within three days due to increased heating demand and production disruptions, reaching the highest level since December 2022 [2] - The U.S. Energy Secretary called for a significant increase in oil production at the Davos Forum, criticizing EU environmental regulations that hinder energy cooperation between the U.S. and Europe [2] Group 3 - The State Council's Food Safety Office is preparing to publicly solicit opinions on national standards for prepared dishes, which will help address food safety and definition issues in the industry [3] - The establishment of national standards for prepared dishes is expected to provide critical institutional support for the standardized development of the industry, promoting high-quality and orderly growth [3] Group 4 - The storage chip industry is experiencing a new "super cycle" driven by surging demand and supply shortages due to the AI boom, with global storage prices expected to rise significantly [4] - According to招商证券, prices for various storage categories are anticipated to increase more than expected in the first quarter of 2026, maintaining a tight supply throughout the year [4] - The company兆易创新 forecasts a net profit of approximately 1.61 billion yuan for 2025, representing a year-on-year growth of around 46%, with revenues expected to reach about 9.203 billion yuan, a 25% increase [4]