【早报】李强：培育壮大新质生产力；事关算力，国资委最新部署

Industry News - The State Council emphasized the need to promote artificial intelligence (AI) technology innovation, industrial development, and application empowerment to cultivate new productive forces and drive high-quality development [4] - The State Council issued implementation opinions on improving the national unified electricity market system, aiming to optimize the allocation of electricity resources nationwide and establish a mature market by 2035, with an increasing proportion of market-based electricity transactions [4] - The State-owned Assets Supervision and Administration Commission (SASAC) urged central enterprises to enhance investment in computing power and promote the synergy between computing power and electricity, thereby strengthening the foundation of the AI industry [4] - The China Automotive Industry Association reported that in January 2026, the automotive industry maintained stable operations, with production and sales of 2.45 million and 2.346 million vehicles respectively, showing a slight increase in production but a 3.2% decrease in sales year-on-year [6] - The latest data from the central bank indicated that by the end of 2025, the Shanghai Composite Index is expected to reach 3968.8 points, an 18.4% increase from the end of 2024, while the Shenzhen Component Index is projected to reach 13525.0 points, a 29.9% increase [7] Company News - Zhongji Xuchuang stated on an interactive platform that CSP customers place orders directly with the company, and there are no instances of bypassing intermediaries [8] - Juyi Rigging announced that it has not signed a 4.58 billion project in Hainan, and its total orders in the commercial aerospace sector for 2025 amount to 996.51 million [8] - Pingzhi Information announced plans to raise no more than 1 billion yuan for the construction of a domestic intelligent computing power center [9] - Lanshi Heavy Industry reported that its deputy general manager Wang Bingzheng is under investigation for disciplinary violations and criminal offenses [9] - New Energy Vehicle (NEV) market is expected to continue its stable operation, with production and sales of 1.041 million and 945,000 vehicles respectively in January, showing year-on-year growth of 2.5% and 0.1% [6]