关注中游AI技术扩张

Industry Overview - Concerns on the expansion of mid - stream AI technology [1] - Upstream: Liquefied natural gas and international crude oil prices fluctuate slightly; nickel prices rise significantly [3] - Mid - stream: PX chemical product's operating rate increases, while other chemical products have low operating rates; power plant coal consumption rises [3] - Downstream: The sales of commercial housing in first - and second - tier cities recover; the number of domestic flights increases [3] Industry Policies - The Ministry of Industry and Information Technology and other eight departments issued the Implementation Opinions on the Special Action of "Artificial Intelligence + Manufacturing", aiming to achieve safe and reliable supply of key core AI technologies by 2027, with the industry scale and enabling level ranking among the world's top [1] - The People's Bank of China will conduct 1.1 trillion yuan of outright reverse repurchase operations on January 8, 2026, with a term of 3 months, to maintain sufficient liquidity in the banking system [1] Key Data (Prices and Indices) | Industry | Indicator | Price/Index (1/7) | YoY Change | | --- | --- | --- | --- | | Agriculture | Spot price of corn | 2248.6 yuan/ton | - 0.06% | | | Spot price of eggs | 6.6 yuan/kg | 3.45% | | | Spot price of palm oil | 8530.0 yuan/ton | - 0.40% | | | Spot price of cotton | 15770.5 yuan/ton | 1.42% | | | Average wholesale price of pork | 18.0 yuan/kg | 2.05% | | | Spot price of copper | 103571.7 yuan/ton | 2.49% | | | Spot price of zinc | 24284.0 yuan/ton | 3.77% | | Non - ferrous metals | Spot price of aluminum | 24160.0 yuan/ton | 7.42% | | | Spot price of nickel | 151183.3 yuan/ton | 13.46% | | | Spot price of aluminum | 17593.8 yuan/ton | 0.93% | | | Spot price of rebar | 3241.7 yuan/ton | 0.26% | | Ferrous metals | Spot price of iron ore | 817.8 yuan/ton | 0.14% | | | Spot price of wire rod | 3505.0 yuan/ton | 0.86% | | | Spot price of glass | 12.8 yuan/square meter | 0.39% | | Non - metals | Spot price of natural rubber | 15941.7 yuan/ton | 3.91% | | | China Plastics City Price Index | 754.7 | 0.37% | | Energy | Spot price of WTI crude oil | 57.1 dollars/barrel | - 1.42% | | | Spot price of Brent crude oil | 60.7 dollars/barrel | - 1.03% | | | Spot price of liquefied natural gas | 3230.0 yuan/ton | - 2.18% | | | Coal price | 796.0 yuan/ton | - 0.38% | | Chemical | Spot price of PTA | 5126.8 yuan/ton | 1.60% | | | Spot price of polyethylene | 6500.0 yuan/ton | 1.88% | | | Spot price of urea | 1730.0 yuan/ton | - 0.14% | | | Spot price of soda ash | 1214.3 yuan/ton | - 0.93% | | Real estate | Cement price index (national) | 135.6 | - 0.04% | | | Building materials composite index | 115.6 points | 0.03% | | | Concrete price index (national) | 90.4 points | 0.00% | [34]