东兴证券晨报-20260108

Economic News - The Ministry of Industry and Information Technology (MIIT) issued the "Implementation Opinions on the Special Action of 'Artificial Intelligence + Manufacturing'", aiming for key AI technologies to achieve safe and reliable supply by 2027, with the industry scale and empowerment level remaining among the world's top [2] - MIIT also released the "Action Plan for the Integration of Industrial Internet and Artificial Intelligence", targeting significant improvements in integration levels by 2028, with at least 50,000 enterprises undergoing new industrial network upgrades [2] - The National Medical Products Administration optimized the review and approval process for urgently needed overseas drugs, encouraging global synchronous R&D and application in China [2] - The People's Bank of China increased its gold reserves for the 14th consecutive month, reaching 74.15 million ounces (approximately 2,306.32 tons) by the end of December, with a month-on-month increase of 30,000 ounces (approximately 0.93 tons) [2] - As of the end of December, China's foreign exchange reserves stood at $3357.869 billion, an increase of $11.497 billion month-on-month [2] Important Company News - Nvidia's CEO addressed the issue of H200 chip sales to the Chinese market, stating that demand is strong and the company is accelerating supply chain production while finalizing licensing details with the U.S. government [3] - China State Construction Engineering Corporation completed the acquisition of 100% equity in Changde Wanda Real Estate Co., Ltd., with the original shareholders exiting [3] - Heng Rui Medicine's innovative drug, Rilafurpu α injection, has been approved for market launch, with no similar products available domestically or internationally [5] - Geely Automobile received an L3 level autonomous driving road test license [5] Satellite Internet Industry - The satellite internet industry in China is entering a new phase of accelerated networking and industrialization, with national teams leading and private enterprises supplementing the efforts [6] - The domestic satellite internet constellation construction is progressing, with significant launches and tests conducted by private rocket companies [7] - The demand for commercial launch sites is exceeding supply, benefiting participants in the construction of these sites [8] - Private rocket companies are crucial for addressing the launch capacity bottleneck in deploying large-scale satellite constellations [9] - The commercial space industry is expected to become a significant driver of high-quality development during the 14th Five-Year Plan period, with increased satellite launches anticipated in 2026 [10] Related Companies - Industry leaders include China Satellite and China Satcom [12] - Satellite payload companies include Xinke Mobile, Zhenlei Technology, and Shanghai Hantong [12] - Commercial space launch site companies include Zhongke Xingtou and Aerospace Huanyu [12] - Commercial rocket companies include Aerospace Power and Srey New Materials [12]