前瞻全球产业早报：预制菜不包括中央厨房制作的菜肴

Group 1: Service Consumption Policy - The Ministry of Commerce plans to establish a "1+N" policy system to foster new growth points in service consumption, focusing on over 10 specific areas including home services, automotive aftermarket, and inbound consumption [2] - A comprehensive action plan will be developed to enhance service quality and benefit the public, featuring over 60 specific measures aimed at improving service supply in cultural entertainment, tourism, and sports events [2] Group 2: Computing Power Infrastructure - The Ministry of Industry and Information Technology is initiating the construction of national computing power interconnection nodes to enhance overall computing power levels, targeting regions and industries with high demand [2] - The initiative includes the establishment of unified service platforms for regional nodes and market-oriented services for industry nodes, ensuring standardized interconnection and efficient application of computing resources [2] Group 3: Pre-prepared Food Standards - The National Health Commission released a draft standard for pre-prepared dishes, clarifying that these do not include staple foods, ready-to-eat foods, or dishes made in central kitchens [3] - The standard emphasizes minimizing the shelf life of pre-prepared dishes to a maximum of 12 months and prohibits the use of preservatives [3] Group 4: Artificial Intelligence Industry Growth - Guangdong Province anticipates that the core AI industry will reach a scale of 300 billion yuan by 2025, with integrated circuit production expected to increase by 152% compared to 2020 [4] - The province also projects a 39% year-on-year growth in civilian drone production, accounting for over 90% of the national output by 2025 [4] Group 5: Duty-Free Stores in Hainan - Hainan Province will open five duty-free stores for daily consumer goods in three cities, with operations starting on February 11 [5] Group 6: Strategic Partnerships in Autonomous Driving - Xiaoma Zhixing and Moer Thread have formed a strategic partnership to advance L4-level autonomous driving technology, focusing on training and validating models using Moer Thread's computing resources [6] - XPeng's upcoming SUV, the GX, will feature L4-level autonomous driving capabilities and is currently undergoing technical validation [7] Group 7: AI Investments by Major Companies - Amazon plans to invest $200 billion in AI infrastructure this year, raising concerns among investors about profit margins before returns materialize [12] - Nvidia is reportedly not launching any new gaming graphics cards this year due to prioritizing AI chip supply amid storage chip shortages [11] Group 8: New Product Launches - The upcoming iPhone 18 Pro Max is expected to feature a battery capacity exceeding 5000mAh, marking a significant increase from previous models [13] - The handheld gimbal camera "Pocket" by Ying Shi is set to launch in the first half of 2026, featuring a long-focus capability [10] Group 9: Corporate Developments - LG Energy has terminated its joint venture with Stellantis and will acquire the latter's 49% stake in NextStarEnergy [14] - Mu Yuan Co., Ltd. has been listed on the Hong Kong Stock Exchange, raising approximately 10.47 billion HKD [16]