商业航天，利好！

Group 1 - China successfully launched a reusable experimental spacecraft on February 7, using the Long March 2F rocket, aimed at validating reusable spacecraft technology for peaceful space utilization [1] - Shanghai aims to enhance its industrial economy by focusing on advanced manufacturing and developing six emerging pillar industries, targeting new sectors such as smart terminals, commercial aerospace, and low-altitude economy, with a goal of creating a trillion-level industry increment [2] - As of January 2026, China's foreign exchange reserves reached $339.91 billion, an increase of $4.12 billion from December 2025, marking a 1.23% rise [2] - China's gold reserves increased by 40,000 ounces to 74.19 million ounces by the end of January, representing the 15th consecutive month of gold accumulation by the central bank [2] Group 2 - The International Energy Agency (IEA) predicts that global electricity demand will grow at an average annual rate exceeding 3.5% until 2030, with renewable energy and nuclear power expected to account for 50% of the global electricity mix by that year [3] - The IEA reports that renewable energy generation is on track to surpass coal generation by 2025, driven by record deployments of solar power facilities [3] - The National Bureau of Statistics, along with other governmental bodies, has released guidelines to cultivate data circulation service institutions, including data exchanges and service platforms, to promote the marketization of data elements [5][6] - The guidelines propose targeted policies to support the development of high-quality datasets for artificial intelligence and encourage diverse trading models for data exchange [4]