金元证券每日晨报-20260107

Group 1: Key Insights from Reports - The 2026 "Two Heavy" and "Two New" policies are accelerating deployment, with a potential increase in the issuance of ultra-long special government bonds [14] - The core viewpoint indicates that the "Two Heavy" policies will remain a key focus for stabilizing investment, while "Two New" policies will emphasize structural upgrades and support consumption [14] - The supply of ultra-long government bonds may rise, but the trend in interest rates is expected to remain stable due to low inflation and growth targets [14] Group 2: Industry Developments - The low-altitude economy industry is witnessing significant advancements, including the first successful cross-strait flight verification of a ton-level unmanned aerial vehicle and the first flight of a 6-ton tilt-rotor aircraft [14] - Shanghai has released measures to accelerate the construction of a low-altitude economy advanced manufacturing cluster in the Yangtze River Delta [14] - Companies like Qingyun Technology are collaborating to create a comprehensive cloud platform for the low-altitude economy, significantly improving route planning and approval efficiency [14] Group 3: Company News - Semiconductor company SMIC is planning to acquire SMIC North, which may accelerate domestic substitution and advanced process progress [14] - Tesla China has introduced a limited-time long-term car purchase plan, offering low-interest financing options for its Model 3 and Model Y vehicles [13] - AMD has unveiled several AI chips at the CES, highlighting the growing demand for computing power in AI applications [13]