认真履职、建言献策。1月26日，出席市政协十六届四次会议的委员陆续抵达驻地报到，成都进入2026两会时间。 转自：成都日报锦观 建务实之言 献可行之策 出席市政协十六届四次会议的委员报到 出席市政协十六届四次会议的委员陆续抵达驻地报到。 "数字经济不是'选择题'，而是传统产业提质增效的'必答题'。"市政协委员、成都市产业数字化促进会秘书长徐震长期聚焦产业数字化转型， 他带来的两项提案都与传统产业数字化升级息息相关。他表示，要明确传统产业数字化转型升级的清晰路径，避免企业"盲目转、不会转"；更 要打通"科研端"与"产业端"的壁垒，让实验室里的人工智能技术真正落地到传统产业的质改体系中，让技术创新转化为实实在在的生产效能。 "'进解优促'像'精准手术刀'，解决产业链各节点的具体难题；'立园满园'则像'生态培育师'，搭建产业集聚平台，二者相辅相成，能有效推动 产业生态完善和产业链完整。"他建议，"十五五"期间，要持续深化这两项行动，针对不同产业的发展困境精准施策，让数字经济与实体经济 深度融合，推动产业在成都落地生根、集群发展，实现可持续增长。 聚焦文商旅体： 打造流量变现与城市品牌"金名片" 坐拥丰富的文旅资源， ...

Group 1: Core Technology Trends - The global technology wave is reshaping the economic landscape, with a shift from "what can be done" to "what should be done" in 2026, integrating social responsibility into technological development [2] - Artificial intelligence (AI) is the main driver of technological innovation, moving towards large-scale implementation and industrialization [2][3] - AI will transition from conceptual demonstrations to a phase of value realization, focusing on the integration of technology, industry, and governance [3] Group 2: Robotics and AI - Humanoid robots are entering a phase of large-scale trials, driven by breakthroughs in physical AI that allow robots to understand and interact with physical laws [4][5] - The development of humanoid robots will significantly change human-machine coexistence, requiring global collaboration and unified technical standards [5] Group 3: Commercial Space - The commercial space industry in China is poised for significant growth, transitioning from capability building to value creation, with a focus on reusable rockets and satellite networks [6][7] - 2026 is expected to be a pivotal year for the commercialization of space services, driven by advancements in satellite communication technology [7] Group 4: Future Transportation - Super high-speed rail, utilizing low vacuum tube technology, aims to achieve speeds over 1000 km/h, overcoming weather-related disruptions [8][9] - China is at the forefront of this technology, with significant engineering breakthroughs and ongoing trials [10] Group 5: Quantum Technology - Quantum technology is becoming a focal point for global research, with quantum error correction recognized as a key area for future advancements [11][12] - China is positioned in the leading tier of quantum communication and computing, with significant contributions expected from regions like Sichuan [12] Group 6: 6G Technology - The development of 6G technology is underway, promising speeds 10-100 times faster than 5G and enabling comprehensive coverage across air, land, and sea [13][14] - Sichuan is actively working on key technologies to accelerate the industrialization of 6G [15] Group 7: Controlled Nuclear Fusion - Research in controlled nuclear fusion is advancing towards engineering practice, with multiple countries exploring various technological routes [16][17] - China's strategic development in nuclear fusion is gaining momentum, supported by recent legislative frameworks [17] Group 8: Deep Space Exploration - Deep space exploration aims to expand human understanding of the universe, with significant global advancements in observational technology [18][19] - Sichuan is emerging as a key research hub for astronomy and deep space exploration, contributing to national strategic initiatives [19] Group 9: Brain-Computer Interfaces - Brain-computer interfaces are evolving to enhance human-machine interaction, with applications in healthcare and consumer technology [20][21] - Sichuan has developed a complete industry chain for brain-computer interfaces, with a market size of 1 billion yuan, entering a new phase of clinical application [22] Group 10: Biomedicine - The biomedicine sector is a critical area for innovation, integrating biotechnology with pharmaceuticals to drive high-quality development [23][24] - Sichuan is actively cultivating its biomedicine industry, focusing on various key and emerging sectors to enhance its competitive edge [24]

Core Insights - The report highlights significant advancements in China's intellectual property (IP) landscape, showcasing a robust increase in patents, trademarks, and geographical indications, indicating a strong commitment to building a knowledge-based economy [1][2]. Group 1: Patent and Trademark Statistics - A total of 972,000 invention patents, 1,461,000 utility model patents, and 666,000 design patents were authorized in the year [1]. - The number of registered trademarks reached 4,206,000, with 384,000 trademark review cases concluded and 112,000 opposition cases processed [1]. - The number of patent transfer and licensing registrations reached 697,000, marking a year-on-year increase of 13.7% [1]. Group 2: Innovation Quality and Regional Activity - The number of high-value invention patents increased by 2.2 percentage points compared to the overall growth rate, totaling 2,292,000 [2]. - The Yangtze River Delta, Beijing-Tianjin-Hebei, and Guangdong regions accounted for approximately two-thirds of the total effective invention patents in China, with effective registered trademarks exceeding half of the national total [2]. Group 3: Economic Impact and International Protection - The value added by patent-intensive industries surpassed 18 trillion yuan, increasing its share of GDP from 11.97% in 2020 to 13.38% in 2024 [3]. - China's brand value among the top 5,000 global brands reached $1.81 trillion, ranking second globally [3]. - The National Intellectual Property Administration (NIPA) is enhancing foreign IP protection, establishing 99 overseas IP dispute response platforms across 30 provinces, and providing over 4,800 consultations to businesses, recovering losses of 2.75 billion yuan [4][5].

Group 1 - The core viewpoint of the articles indicates a significant rebound in the issuance of actively managed equity funds, highlighted by the launch of the Guangfa Research Smart A fund, which achieved an issuance of 7.221 billion shares, marking it as a "blockbuster product" [1][4] - As of January 25, 76 new funds have been established in 2026, with a total issuance of 71.939 billion shares, showing a recovery in the fund issuance market [2][3] - The average issuance of new funds in January 2026 reached 9.47 billion shares, significantly higher than the 6.33 billion shares in December 2025, indicating a notable improvement in market conditions [3] Group 2 - The issuance of actively managed equity funds is gaining momentum, with several funds exceeding 2 billion shares, including the E Fund Balanced Selection with 3.408 billion shares [5] - The upcoming issuance of 50 new funds before the Spring Festival suggests a balanced market between actively managed equity funds and passive index funds, with both types of funds having equal representation [5] - Institutions are cautiously optimistic about the equity market in 2026, with expectations of significant style and structural shifts, driven by positive policies and improving fundamentals [6]

Fixed Income - The secondary market for credit bonds has seen significant activity due to structural interest rate cuts and excess MLF renewals, leading to a notable increase in trading volume [2][9] - The average issuance rate for AA city investment bonds, AA+ industrial bonds, and financial bonds has increased significantly, while the issuance rates for other credit bonds have fluctuated within 10 basis points [10] - The yield on credit bonds has continued to decline, with various types of credit bonds experiencing a reduction in spreads, making coupon-bearing assets increasingly scarce [12] Construction and Building Materials - Infrastructure investment has turned negative for the first time since 2004, with narrow and broad infrastructure completing 18.08 trillion yuan and 24.50 trillion yuan respectively in 2025, showing declines of -2.20% and -1.48% year-on-year [14][15] - New orders in the construction sector are characterized by stability among central enterprises, regional differentiation, and strong overseas demand, with major state-owned enterprises maintaining high order volumes [15][16] - The outlook for infrastructure investment is expected to stabilize and recover gradually, supported by major strategic projects and policy measures [14] Aerospace Industry - SpaceX plans to launch its second-generation Starlink satellite communication system in 2027, which will significantly enhance capacity and data throughput compared to the first generation [21][22] - The global rocket launch service market is projected to exceed $50 billion by 2032, with a compound annual growth rate of 13% from 2023 to 2032 [21] - Six companies in the North Exchange's rocket industry chain have been identified, indicating a growing interest in this sector [21] Pharmaceutical Industry - The introduction of service price guidelines for surgical robots is expected to accelerate the development of the surgical robot industry in China [27][28] - The pharmaceutical market has shown mixed performance, with a focus on innovative drugs and medical technologies such as AI and brain-computer interfaces [25][29] - Key companies to watch include China Biologic Products, Shanghai Yizhong, and Fuyuan Pharmaceutical, among others, as they are expected to benefit from industry trends [30] Media and Internet - Kuaishou's AI video generation model has surpassed 12 million monthly active users, highlighting the growing importance of AI in the media sector [32][37] - The AI sector remains a critical narrative in the global industry, with significant investments in AI marketing, content generation, and e-commerce applications [32] - Companies such as Tencent, Alibaba, and ByteDance are expected to lead in AI product development and commercialization [32]

Core Viewpoint - The article discusses the performance of various sectors in the TMT (Technology, Media, and Telecommunications) industry, highlighting both the leading and lagging segments, as well as significant developments in the semiconductor and AI sectors. Domestic News / Part 02 - The semiconductor investment alliance, Fuman Micro, announced a price adjustment for LED display products, increasing prices by no less than 10% starting January 19, 2026 [1] - MCA Mobile Alliance reported that Kangxi Communication and its subsidiaries did not violate U.S. patent laws regarding Skyworks Solutions, Inc. [1] - SEMI noted that Fujian Jingxu Semiconductor's second-phase project is nearing completion with a total investment of 1.68 billion yuan, establishing the world's first production line for ultra-wide bandgap semiconductor high-frequency filter chips, expected to achieve an annual capacity of 400kk and generate around 1 billion yuan in output value [1] - Nanya Technology announced two equipment acquisition deals totaling over 3.3 billion New Taiwan dollars, marking a significant step in its expansion plans [1] Overseas News / Part 03 - According to South Korean customs data, the country's semiconductor imports reached $77.5 billion last year, a 4.9% increase year-on-year, driven by surging demand from artificial intelligence [2] - Omdia reported that global telecom operators are increasing capital investments in AI infrastructure to meet rising AI computing demands and local sovereignty requirements [2] - TrendForce projected a 14.8% decline in global laptop shipments in Q1 2026 due to a temporary CPU supply shortage and rising component costs [2] - Intel showcased a "Thick Core" glass substrate design aimed at the high-performance computing and AI server markets, marking a significant innovation in chiplet interconnect technology [2] AI News / Part 04 - Tencent launched a new feature "Yuanbao Pai" for its AI assistant "Yuanbao," focusing on AI social interactions [3] - MiniMax released the M2-her large language model designed for immersive role-playing and expressive multi-turn dialogues [3] - Yingmou Technology introduced the Rodin Gen-2 "Edit" model for 3D asset modification, claiming to be the first true 3D AI generation editing platform [3] - Tencent's mixed Yuan team released the mixed image model 3.0, featuring 80 billion parameters and supporting various visual creation functions [3] Industry Tracking / Part 05 - Blue Origin announced its large-scale satellite communication constellation plan "TeraWave," which includes 5,280 LEO satellites and 128 MEO satellites [4] - The first domestic humanoid diagnostic robot integrating non-invasive brain-computer interface technology was unveiled, suitable for rehabilitation scenarios [4] - By 2025, over 35,000 basic-level and 15 leading smart factories are expected to be established as part of the digital transformation of the manufacturing industry [4] - Midea Weiling launched a new generation of high-precision joint module products, focusing on core types for humanoid robots [4] High-Frequency Data Updates / Part 07 - The international DRAM spot prices for January 26 showed no significant changes in DDR5 and DDR4 memory prices, with DDR5 16G averaging $36.667 and DDR4 16Gb averaging $78.750 [6] - Semiconductor material prices from Baichuan Yingfu indicated stable pricing for various high-purity metals and substrates, with no daily changes reported [7]

记者从华中科技大学获悉，1月25日，华中科技大学脑机接口研究院在梧桐语问学中心宣告成立。 脑机接口研究院挂靠该校科学技术发展院，由同济医学院附属同济医院牵头，联合附属协和医院、机械学院、人工智能与自动化学 院等31个校内单位共同建设，唐洲平为研究院院长。 研究院院长唐洲平表示，研究院将致力于打通"从大脑到产品"的全链条，做临床价值的坚定守护者、开放合作的积极践行者和负责 任创新的坚定倡导者。 据介绍，华中科技大学脑机接口研究院将按照"科学—技术—工程—临床—治理"的全链条进行布局，下设基础研究、技术研发、系 统工程、临床转化四大中心，并以伦理与标准支撑平台为保障，目标是建设成为集前沿基础研究、核心技术攻关、系统工程实现、临床 转化应用与产业孵化于一体的世界级创新平台，为服务健康中国战略、实现高水平科技自立自强贡献力量。 脑机接口是大脑与外部设备直接连接的技术，分侵入式、非侵入式、半侵入式三种路线，医疗康复是主导应用。在武汉，脑机接口 技术正快速进入临床转化与产业发展阶段。截至2026年1月，武汉脑机接口领域在临床手术、技术研发和政策支持方面取得多项突破性进 展，同济医院和协和医院成功实施多例国产芯片植入手术， ...

Core Viewpoint - The article discusses the competitive landscape in the semiconductor industry, highlighting the advancements made by China in fiber chip technology, which poses a potential challenge to the dominance of the U.S. in the chip sector [1][3]. Group 1: U.S. Dominance and China's Response - The U.S. has maintained a stronghold in the semiconductor industry, particularly in chip design and advanced technologies, using its position to exert influence globally [1]. - China, with its vast market and robust manufacturing capabilities, is seen as the only significant threat to U.S. dominance in the chip industry [3]. Group 2: Fiber Chip Technology - Recent reports indicate that China has developed the world's first fiber chip, which is considered superior to existing technologies in the U.S. [5]. - Fiber chips are made from flexible materials, allowing for deformation, unlike traditional silicon-based chips, which are rigid [5]. Group 3: Applications of Fiber Chips - The primary applications for fiber chips include brain-machine interfaces, electronic textiles, and virtual reality, where their flexibility and small size provide distinct advantages [7]. - Fiber chips are particularly suited for medical robotics, such as chips that can navigate within human blood vessels, showcasing their potential in advanced medical applications [7]. Group 4: Development and Future Prospects - The development of fiber chips was achieved by a research team at Fudan University after five years of experimentation, utilizing a multi-layer stacking architecture to integrate electronic components within the fibers [8]. - This innovation has been published in the prestigious journal "Nature," indicating that the technology is not just theoretical but has been successfully created in a laboratory setting [11]. - While fiber chips are not expected to replace silicon chips in the short term, their unique capabilities suggest they will find specific applications, and their future development remains promising [11].

近日，河南省科技厅发布了《关于同意建设河南省脑机接口康复设备技术创新中心等河南省技术创新中 心的通知》，翔宇医疗牵头申报的河南省脑机接口康复设备技术创新中心上榜，成为国内率先获批建设 的省级脑机接口技术创新平台。该中心由翔宇医疗牵头，联合郑州大学、郑州大学第一附属医院共同建 设，精准对接临床需求开展关键核心技术攻关，为推动我国脑机接口康复设备产业发展注入强劲动力。 ...

Market Analysis - A-share market showed mixed performance with the Shanghai Composite Index closing at 4132.61, down 0.09%, while the Shenzhen Component Index fell 0.85% to 14316.64[2] - Total market turnover increased to 3.28 trillion yuan, up 5.2% from the previous trading day, marking the second consecutive day above 3 trillion yuan[2] Precious Metals Performance - Precious metals led the market with the gold jewelry index rising 7.08%, and international spot gold surpassing 5100 USD/oz, reaching a historical high[5] - Silver futures prices climbed to 100 USD/oz, contributing to rapid valuation recovery in the industry chain[5] Commodity Market Trends - The Nanhua Commodity Index closed at 2829.85, up 1.59%, with silver leading gains at 12.78%, platinum up 9.68%, and gold rising 3.67%[7] - Energy and shipping sectors also saw gains, with fuel prices increasing by 6.81%[7] Bond Market Insights - The bond futures market showed mixed results, with the 30-year contract (TL2603) rising 0.20% to 112.51 yuan, while the 10-year contract (T2603) fell 0.02% to 108.18 yuan[7] - The central bank conducted a net withdrawal of 207.8 billion yuan, indicating a tightening liquidity environment[7] Investment Recommendations - Focus on sectors such as photovoltaic, commercial aerospace, and precious metals, while being cautious of speculative risks in concept stocks[7] - Monitor upcoming performance forecasts and the impact of the Federal Reserve's meeting on January 28[13]