晚报 | 2月2日主题前瞻

Group 1: Energy Storage - The National Development and Reform Commission and the National Energy Administration have issued a notice to improve the capacity pricing mechanism for power generation, including coal, gas, pumped storage, and new energy storage [1] - Experts indicate that energy storage is a bottleneck in the current power system, and independent energy storage construction can effectively address this issue [1] - Dongguan Securities believes that the flexible adjustment capabilities of new energy storage in China are increasingly prominent, enhancing the development of renewable energy and improving the stability of the power system [1] Group 2: Transformers - Research in Guangdong and Jiangsu shows that many transformer factories are operating at full capacity, with some orders for data center-related transformers extending to 2027 [2] - The global demand for AI computing power is driving the transformer industry, with delivery times in the U.S. increasing from 50 weeks to 127 weeks [2] - By 2025, China's transformer export value is expected to reach 64.6 billion yuan, a nearly 36% increase from 2024 [2] Group 3: AI Applications - Tencent's AI assistant product, Yuanbao, has topped the free app rankings in the Apple Store, indicating strong competition in the AI social networking space [3] - Open-source securities suggest that domestic large model manufacturers are enhancing user and revenue scales through frequent model iterations and leveraging social effects from the Spring Festival [3] Group 4: Space Computing - SpaceX is applying to launch and operate a constellation of up to 1 million satellites with unprecedented computing capabilities to support advanced AI [4] - The satellite deployment aims to operate in narrow orbital shells and will utilize solar power and optical links to connect with existing networks [4] Group 5: Quantum Computing - A team from Germany has successfully demonstrated a high-quality single-photon source operating in the communication C-band, achieving a nearly 92% visibility in two-photon interference [5] - The global quantum technology financing is projected to reach approximately 34.9 billion yuan by Q3 2025, surpassing the total of the previous two years [5] - The quantum computing market is expected to grow from $5 billion in 2024 to over $800 billion by 2035, with a compound annual growth rate exceeding 55% [5] Group 6: Macro and Industry News - The manufacturing purchasing managers' index in China for January 2026 is reported at 49.3%, a decrease of 0.8 percentage points from the previous month [6] - The Beijing Economic and Technological Development Zone has issued a plan to accelerate the construction of an AI city from 2026 to 2027 [6] - The National Health Commission has approved a pilot program for internet diagnosis and treatment in Beijing [6] Group 7: Market Performance - Several companies have reached historical highs, including Zhishang Technology (20% increase), Sikan Technology (20% increase), and Kexin Technology (19.99% increase) [10][11] - The performance of companies in sectors such as optical communication, 3D printing, and storage has shown significant growth, indicating strong market interest [10][11]