Group 1 - DJI's agricultural drones have significantly reduced pest issues in Malaysian oil palm plantations over the past five years, leading to increased yield and lower management costs [1] - Huawei aims to enhance Malaysia's 5G coverage to 98% by 2025 with its advanced Net5.5G technology, securing a major contract for the Sarawak suburban network upgrade [1] - ZTE's "ultra-compact base station" technology will enable indigenous communities in the deep rainforests of Malaysia to access video consultations by 2025 [1] Group 2 - The chairman of the Malaysia-China Guangdong-Hong Kong-Macau Greater Bay Area Science and Technology Innovation Alliance highlighted three advantages of China's scientific innovation: rapid industrialization, strong engineering and scalability, and close collaboration among research, industry, and capital [2] - Malaysia is expected to deepen cooperation with the Greater Bay Area in fields such as artificial intelligence, industrial internet, new energy materials, carbon technology, biotechnology, and smart manufacturing [2] - Plans for this year include establishing a Malaysia-China Innovation Center to strengthen talent exchange mechanisms in the technology sector and creating a Malaysia-China Innovation Fund focused on mutual investments in advanced manufacturing, green technology, and life sciences [2]

Core Viewpoint - The "Changhong Dual-Cross Platform" has significantly improved its ranking in the 2025 cross-industry industrial internet platform evaluation, marking a historical high for Sichuan Province in this field, and solidifying Mianyang's leading position in the province's industrial internet landscape [1][2]. Group 1: Platform Development and Achievements - The platform has risen 17 positions since being selected as a national-level "dual-cross" platform in 2023, achieving a total increase of 6 positions recently, ranking third nationally and first in the western region [1]. - The platform is built on over 60 years of manufacturing experience, emphasizing its unique advantage in empowering industries through a deep understanding of manufacturing [1]. - It has established a service matrix that integrates "intelligent, green, and integrated" services, driving deep transformation in the manufacturing sector [1]. Group 2: Technological Integration and Industry Impact - The platform utilizes a data-driven approach to connect devices, systems, and enterprises, creating a collaborative system across the entire value chain, which enhances production efficiency and resource allocation [2][9]. - It has developed an intelligent empowerment system that spans eight major industries and nine fields, serving over 3,000 enterprises to facilitate their digital transformation and improve efficiency [9]. Group 3: Value Service System and Solutions - The platform adopts a "1+4+N" architecture, focusing on five major value service systems to address core pain points for enterprises, providing clear transformation blueprints and reducing decision-making risks [10]. - It aims to lower the barriers for small and medium-sized enterprises to start their digital transformation through lightweight and modular solutions [10]. - The platform emphasizes the activation of data potential across eight value links, facilitating a dynamic data exchange system that enhances production efficiency by 10% and inventory turnover by 30% for upstream enterprises [12]. Group 4: Future Directions and Strategic Goals - The "Changhong Dual-Cross Platform" plans to evolve into an ecological organizer, focusing on upgrading from "scale" to "value" and serving as the core engine for Changhong Group's digital transformation [17]. - The platform aims to transform validated best practices into replicable solutions, ultimately becoming a digital model that empowers various industries rooted in Chinese manufacturing [17].

此外，《工业互联网和人工智能融合赋能行动方案》也同步发布。《方案》提出，到2028年，推动不少于5万家企业实施"人工智能+工业 互联网"升级改造，显著提升工业互联网与人工智能融合赋能水平。专家指出，《工业互联网和人工智能融合赋能行动方案》将推动人工智 能"智慧大脑"与工业互联网"神经网络"两大领域的深度融合。 央视网消息：为加速人工智能与实体经济融合，推动制造业智能化变革，1月7日，工业和信息化部等八部门联合印发《"人工智能+制 造"专项行动实施意见》，这份"人工智能+制造"国家行动方案，不仅规划了从关键芯片到开源生态的技术路径，更设定了培育龙头企业、改造 数万企业的产业目标，标志着人工智能"智慧大脑"与工业互联网"神经网络"进入深度融合新阶段，两大万亿级产业生态的聚合效应将转化为驱 动中国经济增长的重要力量。 《实施意见》提出，到2027年，推动3至5个通用大模型在制造业深度应用，打造100个工业领域高质量数据集，推广500个典型应用场景。 培育2—3家具有全球影响力的生态主导型企业和一批专精特新中小企业，打造一批"懂智能、熟行业"的赋能应用服务商，选树1000家标杆企 业，建成全球领先的开源开放生态，安全 ...

Core Viewpoint - The Ministry of Industry and Information Technology has released an action plan to promote the integration of artificial intelligence and industrial internet, aiming to upgrade over 50,000 enterprises by 2028, enhancing the capabilities of industrial internet and AI integration [1]. Group 1: Infrastructure Upgrade Actions - Accelerate the intelligent upgrade of industrial networks by utilizing technologies such as 5G, edge computing, and cloud control to support new industrial intelligent demands [1]. - Focus on developing new industrial network products like programmable logic controllers (PLC) and AI routers to enhance self-organizing and self-optimizing network capabilities [2]. Group 2: Enhancing Industrial Internet Platform Intelligence - Strengthen the capabilities of industrial internet platforms through deep learning and large models, encouraging low-code and no-code innovations to improve app development efficiency [3]. - Explore the creation of a "model pool" on industrial internet platforms to foster the development of industrial model products [4]. Group 3: Strengthening Industrial Computing Power Supply - Accelerate the integration of industrial internet with computing centers to provide public computing services to industrial enterprises [5]. - Encourage the deployment of edge computing devices and smart gateways to enhance real-time data processing capabilities [6]. Group 4: Data Model Interoperability Actions - Promote the application of information models in industrial enterprises to facilitate the sharing of heterogeneous industrial data [7]. - Establish a national industrial data directory by aggregating key supply chain and industrial data [8]. Group 5: Accelerating Industrial Model Development - Guide industrial internet platform companies to standardize and encapsulate industrial knowledge into models, enhancing their reasoning and data processing capabilities [9]. - Encourage the development of interconnected interfaces for industrial models to improve collaboration between large and small models [9]. Group 6: Application Model Transformation Actions - Encourage industrial enterprises to leverage industrial internet for data flow between consumption and production, and to adopt AI for intelligent analysis [10]. - Develop AI-based virtual production lines to enhance decision-making capabilities in production activities [10]. Group 7: Promoting Key Industry Applications - Implement "chain-network collaboration" projects in key industries such as steel, aviation, and electronics to facilitate digital transformation and intelligent upgrades [12]. Group 8: Strengthening Key Enterprise Cultivation - Promote the development of intelligent system integration capabilities among industrial enterprises and encourage the emergence of specialized service providers in industrial data and models [13]. Group 9: Accelerating Technological Product Innovation - Encourage collaboration among AI, industrial internet, and control enterprises to advance the intelligent upgrade of industrial communication technologies [14]. - Optimize industrial software development processes using AI to reduce costs and improve efficiency [15].

据了解，《方案》将通过实施基础底座升级、数据模型互通、应用模式焕新、产业生态融通四大行动，推动工业互联网和人工智能在更广 范围、更深程度、更高水平上释放融合赋能效应。 央视网消息：1月7日，工业和信息化部发布《工业互联网和人工智能融合赋能行动方案》，提出将推动不少于5万家企业实施"人工智能 +工业互联网"升级改造，显著提升工业互联网与人工智能融合赋能水平。 《方案》提出，到2028年，满足人工智能工业应用高通量、低时延、高可靠通信需求的新型工业网络规模持续扩大，在原材料、装备制 造、消费品、电子信息等重点行业工业企业加快部署应用，推动不少于50000家企业实施新型工业网络改造升级。工业数据汇聚、治理、流 通、共享体系不断完善，在20个重点行业打造一批高质量数据集。 中国工业互联网研究院总工程师 王宝友：实施数据模型互通行动。鼓励工业互联网企业、工业数据服务商等加强工业数据采集、清洗、 标注、合成、评估等相关工作。推动工业数据分类分级安全管理，加强行业数据集建设。 ...

Group 1 - The core viewpoint of the news is that Shanhe Intelligent has shown a positive stock performance with a 2.03% increase in price, reaching 12.55 CNY per share, and a total market capitalization of 13.486 billion CNY as of January 8 [1] - The company has seen a net inflow of main funds amounting to 29.05 million CNY, with significant buying activity from large orders [1] - Shanhe Intelligent's stock price has increased by 1.13% year-to-date, with a 2.45% rise over the last five trading days and a 4.06% increase over the last 20 days, while it has decreased by 3.46% over the last 60 days [1] Group 2 - As of December 19, the number of shareholders for Shanhe Intelligent is 166,600, a decrease of 2.92% from the previous period, while the average number of circulating shares per person has increased by 3.01% to 6,438 shares [2] - For the period from January to September 2025, Shanhe Intelligent reported a revenue of 5.057 billion CNY, a year-on-year decrease of 2.08%, while the net profit attributable to shareholders increased by 177.57% to 96.6472 million CNY [2] Group 3 - Shanhe Intelligent has distributed a total of 631 million CNY in dividends since its A-share listing, with 75.2232 million CNY distributed over the last three years [3] - As of September 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 6.2866 million shares to 13.075 million shares, and new shareholders such as Huaxia CSI 1000 ETF and GF CSI 1000 ETF [3]

昨天（7日），工业和信息化部发布《工业互联网和人工智能融合赋能行动方案》，提出将推动不少于5 万家企业实施人工智能+工业互联网升级改造，显著提升工业互联网与人工智能融合赋能水平。 《方案》提出，到2028年，满足人工智能工业应用高通量、低时延、高可靠通信需求的新型工业网络规 模持续扩大，在原材料、装备制造、消费品、电子信息等重点行业工业企业加快部署应用，推动不少于 50000家企业实施新型工业网络改造升级。工业数据汇聚、治理、流通、共享体系不断完善，在20个重 点行业打造一批高质量数据集。 中国工业互联网研究院总工程师王宝友：实施数据模型互通行动，鼓励工业互联网企业、工业数据服务 商等加强工业数据采集、清洗、标注、合成、评估等相关工作。推动工业数据分类分级安全管理，加强 行业数据集建设。 （文章来源：央视新闻） 专家指出，《工业互联网和人工智能融合赋能行动方案》推动人工智能"智慧大脑"与工业互联网"神经 网络"有效结合，为两大领域的深度融合按下"加速键"。 中国电信研究院战略发展研究所副所长季鸿：当前，我国工业互联网与人工智能核心产业规模已经双双 突破万亿元，两者的深度融合将共同构建起一个蓬勃发展的融合生态， ...

Report Industry Investment Rating No relevant content provided. Core Viewpoints of the Report - For the stock index, at the beginning of the year, institutional allocation funds are expected to flow back into the market, and with policy support for the capital market remaining unchanged, the medium - to - long - term strategy is mainly to go long on dips [4]. - For treasury bonds, the improvement in economic expectations may put pressure on the bond market, but the sustainability of economic recovery momentum needs to be observed. The bond market is expected to be volatile and weak in the short term, mainly affected by the spring rally in the stock market, government bond supply, and interest - rate cut expectations [6]. - For precious metals, they may face short - term significant corrections in January 2026 due to the Fed's "holding steady", but this does not mean the end of the upward cycle. It is recommended to stay on the sidelines [8]. - For non - ferrous metals, most metal prices are expected to maintain high - level operation or wide - range fluctuations, affected by factors such as supply - demand relationships, policy expectations, and cost changes [11][13][16]. - For black building materials, the commodity market has a strong bullish sentiment, but the black series is still in the bottom - range oscillation stage. Attention should be paid to policy changes and marginal news [31]. - For energy chemicals, different products have different investment strategies. For example, rubber can be traded neutrally or on the sidelines; oil prices can be traded in a range, and short - term waiting is recommended [52][54]. - For agricultural products, the short - term price of live pigs may be strong, but the medium - term support logic may collapse; the price of eggs has limited upside and downside space; the prices of other agricultural products are affected by factors such as supply - demand and cost [77][79]. Summaries by Related Catalogs Stock Index - **Market Information**: The Ministry of Industry and Information Technology issued relevant policies to support the development of artificial intelligence and manufacturing. There was a large sell - order in the closing call auction of CITIC Securities, and the number of job vacancies in the US in November dropped to the lowest level in more than a year [2]. - **Basis Ratio**: The basis ratios of IF, IC, IM, and IH for different contract periods are provided [3]. - **Strategy**: Adopt a medium - to - long - term strategy of going long on dips [4]. Treasury Bonds - **Market Information**: The prices of TL, T, TF, and TS main contracts decreased. The central bank will conduct a 1.1 - trillion - yuan repurchase operation, and the foreign exchange reserve increased at the end of December 2025. The central bank had a net withdrawal of 5002 billion yuan on Wednesday [5]. - **Strategy**: The bond market may face pressure due to improved economic expectations, but the funds are expected to be stable. It is expected to be volatile and weak in the short term [6]. Precious Metals - **Market Information**: The prices of Shanghai gold and silver decreased. The US employment data was weaker than expected, but the increase in precious metal prices was limited. The market is concerned about the risk of a decline in silver prices [7]. - **Strategy**: Precious metals may face short - term corrections in January 2026, but this does not mean the end of the upward cycle. It is recommended to stay on the sidelines [8]. Non - Ferrous Metals Copper - **Market Information**: The price of copper oscillated and adjusted. The LME copper inventory decreased, and the domestic warehouse receipts increased. The spot was at a discount [10]. - **Strategy**: The short - term copper price is expected to oscillate and consolidate, supported by supply and policy expectations [11]. Aluminum - **Market Information**: The price of aluminum declined after rising. The inventory increased slightly, and the spot was at a discount [12]. - **Strategy**: The aluminum price is expected to remain at a high level, supported by low overseas inventory and supply disturbances [13]. Zinc - **Market Information**: The price of zinc increased slightly. The domestic and LME inventories and other data are provided [14][15]. - **Strategy**: The zinc price is expected to maintain wide - range oscillations in the medium term and be strong in the short term [16]. Lead - **Market Information**: The price of lead increased. The domestic social inventory increased, and other data are provided [17]. - **Strategy**: The high sentiment in the non - ferrous metal sector may drive the lead price to break through the upper limit of the oscillation range [17]. Nickel - **Market Information**: The price of nickel increased significantly. The cost of nickel ore was stable, and the price of nickel iron increased [18]. - **Strategy**: The short - term bottom of the nickel price may have appeared, but it is recommended to stay on the sidelines [18]. Tin - **Market Information**: The price of tin increased. The supply was stable at a high level, and the demand was in the off - season. The inventory increased [19]. - **Strategy**: The short - term tin price is expected to fluctuate with market sentiment. It is recommended to stay on the sidelines [20]. Carbonate Lithium - **Market Information**: The price of carbonate lithium increased. The inventory of lithium carbonate increased, and the new energy vehicle sales data is provided [21]. - **Strategy**: The price of carbonate lithium is rising, but there is a risk of correction. It is recommended to stay on the sidelines or take a light position [21]. Alumina - **Market Information**: The price of alumina increased. The spot was at a discount, and the inventory remained unchanged [22][23]. - **Strategy**: It is recommended to stay on the sidelines. If there is no actual production cut, short positions can be established at high prices [24]. Stainless Steel - **Market Information**: The price of stainless steel increased. The spot price increased, and the inventory decreased [25]. - **Strategy**: The price of stainless steel is rising, but the spot trading is inactive. It is recommended to operate with caution [26]. Cast Aluminum Alloy - **Market Information**: The price of cast aluminum alloy fluctuated. The inventory decreased slightly, and the trading volume was high [27]. - **Strategy**: The price is expected to remain at a high level, supported by cost and supply disturbances [28]. Black Building Materials Steel - **Market Information**: The prices of rebar and hot - rolled coil increased. The inventory of rebar decreased, and the inventory of hot - rolled coil continued to decline [30]. - **Strategy**: The price of finished products increased driven by raw materials. The black series is in the bottom - range oscillation stage, and attention should be paid to policy changes [31]. Iron Ore - **Market Information**: The price of iron ore increased. The spot price and basis data are provided [32]. - **Strategy**: The iron ore price continued to rise. The supply decreased, the demand increased slightly, and the inventory increased. It is expected to oscillate, and caution is needed when chasing high prices [33]. Glass and Soda Ash - **Glass** - **Market Information**: The price of glass increased. The inventory decreased, and the number of long and short positions increased [34]. - **Strategy**: The glass price increased due to cost support and supply contraction expectations, but the demand is weak, and the upward space is limited [35]. - **Soda Ash** - **Market Information**: The price of soda ash increased significantly. The inventory decreased, and the number of long positions decreased while the number of short positions increased [36]. - **Strategy**: The soda ash price rose strongly driven by market sentiment, but the fundamentals are still under pressure. It is recommended to operate with caution [37]. Manganese Silicon and Ferrosilicon - **Market Information**: The prices of manganese silicon and ferrosilicon increased. The spot prices and basis data are provided [38]. - **Strategy**: The market sentiment is positive, but the supply - demand pattern of manganese silicon is not ideal, and the supply - demand of ferrosilicon is basically balanced. Pay attention to the influence of market sentiment and cost factors [41][42]. Industrial Silicon and Polysilicon - **Industrial Silicon** - **Market Information**: The price of industrial silicon increased slightly. The inventory of the weighted contract increased, and the spot price remained unchanged [43]. - **Strategy**: The price of industrial silicon is affected by market sentiment, but the fundamentals are weak. It is expected to oscillate [44]. - **Polysilicon** - **Market Information**: The price of polysilicon decreased. The inventory of the weighted contract decreased, and the spot price remained unchanged [45]. - **Strategy**: The demand for polysilicon is weak, and the inventory is under pressure. The price is expected to oscillate. It is recommended to stay on the sidelines [47]. Energy Chemicals Rubber - **Market Information**: The rubber price showed a weakening trend. The bullish and bearish views are different, and the tire production rate decreased slightly [49][50][51]. - **Strategy**: Adopt a neutral strategy, trade short - term, or stay on the sidelines. Consider partial position - building for the strategy of buying NR main contract and shorting RU2609 [52]. Crude Oil - **Market Information**: The prices of INE crude oil and related refined oil products decreased. The gasoline and fuel oil inventories in the port decreased, while the diesel inventory increased [53]. - **Strategy**: Do not be overly bearish on oil prices in the short term. Adopt a range - trading strategy and wait for the verification of OPEC's export - supporting willingness [54]. Methanol - **Market Information**: The regional spot prices of methanol changed, and the main contract price decreased [55]. - **Strategy**: The valuation of methanol is low, and it has the feasibility of going long on dips [56]. Urea - **Market Information**: The regional spot prices of urea changed, and the main contract price increased [57]. - **Strategy**: The fundamental of urea is expected to be bearish. Take profit at high prices [58]. Pure Benzene and Styrene - **Market Information**: The prices of pure benzene and styrene increased. The basis and profit data are provided [59]. - **Strategy**: The non - integrated profit of styrene has room for upward repair. It is recommended to go long on the non - integrated profit of styrene before the first quarter of next year [60]. PVC - **Market Information**: The price of PVC increased. The cost, production rate, and inventory data are provided [61]. - **Strategy**: The fundamentals of PVC are poor, with strong supply and weak demand. It is recommended to short at high prices in the medium term [62]. Ethylene Glycol - **Market Information**: The price of ethylene glycol increased. The production rate, inventory, and profit data are provided [63]. - **Strategy**: The supply of ethylene glycol is high, and the inventory is expected to continue to accumulate. The valuation may be compressed in the medium term [65]. PTA - **Market Information**: The price of PTA remained unchanged. The production rate, inventory, and processing fee data are provided [66]. - **Strategy**: PTA is expected to enter the Spring Festival inventory - accumulation stage after short - term inventory reduction. Pay attention to the opportunity of going long at low prices in the medium term [67]. Para - Xylene - **Market Information**: The price of para - xylene decreased. The production rate, inventory, and valuation data are provided [68]. - **Strategy**: PX is expected to maintain a slight inventory - accumulation pattern before the maintenance season. Pay attention to the opportunity of going long at low prices in the medium term [69]. Polyethylene (PE) - **Market Information**: The price of PE increased. The production rate, inventory, and basis data are provided [70][71]. - **Strategy**: The price of PE may be supported. Consider going long on the LL5 - 9 spread at low prices [72]. Polypropylene (PP) - **Market Information**: The price of PP increased. The production rate, inventory, and basis data are provided [73]. - **Strategy**: The price of PP may bottom out in the first quarter of next year. There is no prominent short - term contradiction [74]. Agricultural Products Live Pigs - **Market Information**: The price of live pigs continued to rise, but the increase narrowed. The downstream procurement enthusiasm decreased [76]. - **Strategy**: The short - term price of live pigs is strong, but the medium - term support logic may collapse. Consider shorting on the rebound [77]. Eggs - **Market Information**: The price of eggs mostly increased. The supply was normal, and the market digestion speed was stable [78]. - **Strategy**: The price of eggs has limited upside and downside space. Consider shorting on the rebound [79]. Soybean and Rapeseed Meal - **Market Information**: The prices of soybean and rapeseed meal futures increased. The export and inventory data of soybeans are provided [80][81]. - **Strategy**: The prices of protein meals increased with the overall rise of commodity prices. The import cost has a bottom, and the inventory is large [81]. Oils and Fats - **Market Information**: The prices of oils and fats futures rebounded. The production and inventory data of palm oil are provided [82][83]. - **Strategy**: The current fundamentals of oils and fats are weak, but the price may be close to the bottom range. The long - term expectation is optimistic [83]. Sugar - **Market Information**: The price of sugar futures was strong. The production and sales data of sugar are provided [84][85]. - **Strategy**: The international sugar price may rebound after the northern hemisphere's harvest in February. The domestic sugar price has limited downward space [86]. Cotton - **Market Information**: The price of cotton futures increased. The export and inventory data of cotton are provided [87]. - **Strategy**: The supply - demand of cotton is balanced, and it is recommended to go long on dips [88].

Report Industry Investment Rating No relevant information provided. Core Viewpoints of the Report - The stock index futures market shows an upward trend despite fluctuations, with the market expected to continue to rise. The bond market is expected to be weak in the short - term, and the commodity market has different trends in various sectors [20][21][24]. - Different sectors in the agricultural market, such as protein meal, sugar, and oils, have their own supply - demand situations and price trends. For example, protein meal is under supply pressure, while sugar is affected by international and domestic supply and demand and cost factors [27][28][32]. - In the black metal market, steel prices are oscillating strongly, while double - coking coal prices are volatile, and iron ore prices are treated bearishly at high levels [56][60][62]. - The non - ferrous metal market has different trends for each metal. For instance, gold and silver are oscillating at high levels, and copper is recommended to be bought after a callback and stabilization [70][71][79]. - The shipping market shows signs of the spot price reaching the top, and the energy - chemical market has different trends for each product, such as the oil price oscillating weakly and the asphalt price being firm [118][120][124]. Summary by Related Catalogs Financial Derivatives Stock Index Futures - The stock index futures market is volatile, with the CSI 500 and CSI 1000 indexes performing strongly. The market is expected to continue to rise, and trading strategies include going long on dips, waiting for the spread of the IM/IC futures - ETF arbitrage, and using bull spreads [20][21][22]. Bond Futures - Bond futures closed down on Wednesday. The bond market is expected to be weak in the short - term due to factors such as the low probability of central bank interest rate cuts and concerns about long - term bond supply and demand. The trading strategy is to sell short for hedging [24][25]. Agricultural Products Protein Meal - The international soybean market is under cost pressure, but the decline may be limited. The domestic soybean supply may decrease, and the spot price may be supported. The trading strategy is to oscillate mainly, reduce the MRM spread, and sell a wide - straddle option [27][28]. Sugar - The international sugar price is expected to oscillate at the bottom, and the domestic sugar price is slightly strong. The trading strategy is to expect the international sugar price to oscillate at the bottom, and the Zhengzhou sugar price to be slightly strong in the short - term, and to sell put options [30][32][33]. Oils - The oils market has improved sentiment, but the fundamentals are still weak. The trading strategy is for palm oil to go short at the upper edge of the range after a rebound, and for soybean oil to follow the overall trend [35][36]. Corn/Corn Starch - The US corn is oscillating at the bottom, and the domestic corn spot price is stable in the short - term but under pressure in the long - term. The trading strategy is to go long on the 03 and 07 contracts on dips and expand the spread between the 05 corn and starch [37][40]. Live Pigs - The supply pressure of live pigs still exists, and the price is expected to be under pressure. The trading strategy is to short sell [41][42]. Peanuts - Peanut spot prices are stable, and the futures price is oscillating at the bottom. The trading strategy is to go long on the 05 contract on dips and sell the pk603 - C - 8200 option [43][44][45]. Eggs - Egg demand has improved, and prices are rising steadily. The trading strategy is to expect the near - term contract to oscillate weakly and consider going long on the far - term 5 - month contract on dips [46][48][49]. Apples - Apple prices are oscillating at a high level due to high costs and good demand during the Spring Festival. The trading strategy is to hold long positions in the May contract and short the October contract [50][51][52]. Cotton - Cotton Yarn - The new - year cotton planting area is expected to decline, and the price is oscillating strongly. The trading strategy is to expect the US cotton to oscillate in the range and the Zhengzhou cotton to be strongly oscillating in the short - term [53][54]. Black Metals Steel - Steel market sentiment has improved, and prices are oscillating strongly. The trading strategy is to hold long positions and consider shorting the coil - coal ratio and the coil - screw spread [56][57]. Double - Coking Coal - Double - coking coal prices are volatile, and long positions are recommended to be gradually closed. The trading strategy is to gradually close long positions and not to chase the market [60][61]. Iron Ore - Iron ore prices are expected to be bearish at high levels due to repeated market expectations. The trading strategy is to short at high levels [62][64][66]. Ferroalloys - Ferroalloys are expected to be strongly oscillating in the short - term due to supply - demand improvement and cost - push. The trading strategy is to be strongly oscillating in the short - term, wait and see for arbitrage, and sell out - of - the - money put options [65][66]. Non - Ferrous Metals Gold and Silver - Gold and silver are oscillating at high levels due to the adjustment of the Bloomberg index. The trading strategy is to hold long positions cautiously based on the 5 - day moving average [70][71][72]. Platinum and Palladium - Platinum and palladium are oscillating. Platinum is expected to be bullish in the long - term, and palladium is recommended to wait and see. The trading strategy is to go long on platinum on dips and consider the long - platinum and short - palladium arbitrage [74][75][76]. Copper - Copper prices have increased short - term fluctuations, and it is recommended to buy after a callback and stabilization. The trading strategy is to control the position and buy after a callback [79][80]. Alumina - Alumina price fluctuations are enlarged due to policy expectations and fundamental contradictions. The trading strategy is to wait and see [81][83]. Electrolytic Aluminum - Electrolytic aluminum prices may have a short - term callback risk due to capital rotation. The trading strategy is to be bullish after a stabilization [85][87]. Cast Aluminum Alloy - Cast aluminum alloy prices oscillate with the sector. The trading strategy is to wait and see [88][90]. Zinc - Zinc prices are affected by the capital side. The trading strategy is to pay attention to the overall trend of the non - ferrous sector and gradually close long positions [93][94]. Lead - Lead prices are recommended to be bought on dips. The trading strategy is to go long on dips and buy out - of - the - money call options [96][97][98]. Nickel - Nickel prices have returned to the financial attribute due to resource speculation. The trading strategy is to operate cautiously after an over - rise and correction [100][101][102]. Stainless Steel - Stainless steel prices follow the nickel price and are weak. The trading strategy is to follow the nickel price [104][105]. Industrial Silicon - Industrial silicon prices are strongly oscillating in the short - term and are recommended to be shorted at high levels in the medium - term. The trading strategy is to be strongly oscillating in the short - term and short at high levels in the medium - term [107][109][110]. Polysilicon - Polysilicon prices may weaken with the market sentiment. The trading strategy is to participate cautiously and sell put options [110][111]. Lithium Carbonate - Lithium carbonate prices are still at a high level after a correction. The trading strategy is to operate cautiously and control the position [112][114]. Tin - Tin prices have increased short - term fluctuations. The trading strategy is to oscillate widely at a high level in the short - term [115][116]. Shipping Container Shipping - Spot container shipping prices show signs of reaching the top, and the main contract is gradually shifting positions. The trading strategy is to close all long positions in the EC2602 contract and wait and see, and look for opportunities for the 6 - 10 positive spread arbitrage [117][118]. Energy - Chemicals Crude Oil - Crude oil supply has no risk for the time being, and prices are oscillating weakly. The trading strategy is to oscillate widely, with gasoline being strong and diesel being weak in China, and the crude oil monthly spread being strong [120][121][122]. Asphalt - Asphalt prices are firm due to raw material concerns. The trading strategy is to oscillate at a high level [123][124][125]. Fuel Oil - Fuel oil prices are volatile due to frequent geopolitical disturbances. The trading strategy is to oscillate strongly in the short - term, be vigilant about geopolitical risks, and look for opportunities for the FU59 positive spread arbitrage [127][129][130]. Natural Gas - TTF/JKM prices are oscillating at a low level, and HH is looking for support. The trading strategy is to hold short positions in the TTF third - quarter contract [131][132][133]. LPG - LPG prices are under pressure despite the geopolitical premium. The trading strategy is to be bearish on the far - term contracts in the long - term and pay attention to the follow - up of the Iranian event [134][135][137]. PX&PTA - The upward drive of PX&PTA prices is weakening. The trading strategy is to oscillate strongly and conduct the 3 - 5 contract positive spread arbitrage [138][139]. BZ&EB - Pure benzene is accumulating inventory, and the supply - demand contradiction of styrene is not significant. The trading strategy is to expect the price to oscillate strongly in the short - term and conduct the short - pure - benzene and long - styrene arbitrage [140][141][143]. Ethylene Glycol - Taiwan's ethylene glycol plants stopped at the beginning of the month, and prices are expected to oscillate widely. The trading strategy is to oscillate widely [144][145]. Short - Fiber - Short - fiber procurement sentiment is cautious, and processing fees are under pressure. The trading strategy is to expect the price to oscillate strongly [146][147]. Bottle Chips - Bottle chip prices follow the cost side and have a relatively loose supply - demand situation. The trading strategy is to expect the price to oscillate strongly [148][149][150]. Propylene - Propane prices have increased, and downstream factories are actively purchasing. The trading strategy is to expect the price to oscillate strongly in the short - term [151][152]. Plastic PP - Domestic medium - and long - term loans are increasing, which is beneficial to plastic PP. The trading strategy is to hold long positions in the L 2605 and PP 2605 contracts and sell and hold the PP2605 put 6100 contract [153][154]. Caustic Soda - The sentiment of the caustic soda market has improved, but the fundamentals are weak. The trading strategy is to wait and see and short on rallies [156]. PVC - PVC prices are mainly oscillating. The trading strategy is to wait and see and short on rallies [157][160][161]. Soda Ash - Soda ash prices are strong under the influence of sentiment. The trading strategy is to not go against the sentiment in the short - term and wait and see to short in the long - term [162][163][165]. Glass - Glass prices are strong under the influence of sentiment. The trading strategy is to not go against the sentiment in the short - term and wait and see to short in the long - term [166][167]. Methanol - Methanol prices are having a short - term correction. The trading strategy is to oscillate strongly [170][171]. Urea - Urea prices are oscillating at a high level. The trading strategy is to hold long positions, pay attention to the 59 positive spread arbitrage, and sell put options on a callback [173][174][175]. Pulp - Pulp prices are oscillating widely at a high level. The trading strategy is to wait and see, and aggressive investors can short against the previous high [177][179][180]. Logs - The price of 6 - meter radiata pine is slightly strengthening. The trading strategy is to wait and see, and aggressive investors can buy a small amount of long positions and look for opportunities for the 3 - 5 reverse spread arbitrage [182][183][184]. Offset Printing Paper - High inventory suppresses the implementation of the cultural paper price increase letter. The trading strategy is to wait and see and sell the OP2603 - C - 4300 option [185][186]. Natural Rubber and No. 20 Rubber - The real - estate market has improved, which is beneficial to natural rubber. The trading strategy is to wait and see for the RU 05 contract, hold long positions in the NR 03 contract, and conduct the RU2605 - NR2605 arbitrage [187][188][189]. Butadiene Rubber - Butadiene rubber prices are rising. The trading strategy is to hold long positions in the BR 03 contract and conduct the BR2603 - NR2603 arbitrage [190][191][192].

国内新闻 1月7日，工业和信息化部等八部门印发《"人工智能+制造"专项行动实施意见》。意见指出，推动智能装备迭代。加快人工智能赋 能工业母机、工业机器人，研制新一代人工智能数控系统，提升自主决策、分析和执行等能力。开展搭载自动驾驶功能的智能网 联汽车产品测试与安全评估，有序推进产品准入和上路通行试点。 工信部：在生产设备、传感器、无人运输车辆（AGV）等部署轻量化算力模块 1月6日，工业和信息化部印发《工业互联网和人工智能融合赋能行动方案》，提出强化工业智能算力供给。加快工业互联网与通 算中心、智算中心、超算中心融合应用，鼓励公共算力服务商向工业企业提供服务。引导工业企业加快边缘一体机、智能网关等 设备部署。鼓励工业企业、设备供应商联合推动端侧设备智能化升级，在生产设备、传感器、无人运输车辆（AGV）等部署轻量 化算力模块，提升数据实时处理能力。 中央网信办：将加大对恶意营销信息处置力度 1月7日，市场监管总局和国家网信办联合召开新闻发布会。针对目前网络交易中存在的恶意营销、网络水军、个人隐私泄露等问 题，中央网信办有关负责人表示将强化营销售卖类信息内容管理，指导网络交易平台加强商品介绍、用户评论、搜索推荐、 ...