Zheng Quan Shi Bao·2026-01-23 09:16Group 1: Commercial Aerospace Sector - The commercial aerospace sector experienced a significant surge on January 23, with over 40 stocks reaching their daily limit up, including Shanghai Port and Goldwind Technology [1][3] - Major news driving this surge includes the IPO status change of Blue Arrow Aerospace, which is now under inquiry for its application to become the first commercial rocket company listed on the STAR Market by the end of 2025 [3] - Beijing Chuan Yue Zhe's unveiling of its commercial manned spacecraft, "Chuan Yue Zhe Yi Hao," and the announcement of over 20 space tourists booked for its first manned flight in 2028 also contributed to the excitement in the sector [3] - SpaceX plans to launch a second-generation Starlink satellite communication system by 2027, with the FCC approving the deployment of 7,500 satellites to enhance global internet services [4] - The commercial rocket sector is expected to see increased launch frequency and larger-scale satellite deployments, with new rocket models like Zhuque-3 and Long March 12 expected to challenge reusable rocket technology [5] Group 2: Gold and Silver Sector - Gold and silver stocks also saw a strong performance on January 23, with several stocks, including China Gold and Yunnan Tin, hitting their daily limit up [7] - The price of gold rose over 2% and silver over 3% on January 22, reaching historical highs, which positively impacted the sector [8] - As of January 23, spot gold was reported at $4,962 per ounce, and spot silver at $99.145 per ounce, with silver futures also hitting record highs [8] - Analysts predict that gold prices may rise further due to expectations of interest rate cuts by the Federal Reserve and ongoing geopolitical uncertainties [8][9] - The industrial demand for silver, particularly in solar applications, is expected to drive a bullish trend in silver prices [9]