新机构将由贸工部牵头运作，该部表示：新加坡在先进制造、航空航天、微电子、精密工程及人工智能 领域的优势，为我国抢占航天科技领域新机遇奠定了坚实基础。 新加坡贸易和工业部周一宣布，该国将于4月1日成立国家航天局，力求充分把握全球航天经济持续增长 的价值与机遇。 新机构将由贸工部牵头运作，该部表示：新加坡在先进制造、航空航天、微电子、精密工程及人工智能 领域的优势，为我国抢占航天科技领域新机遇奠定了坚实基础。 据Seraphim Space数据，2025年全球航天科技投资规模创历史新高后，预计将进一步攀升。 新加坡贸工部能源科技主管部长陈诗龙在首届航天峰会宣布了成立航天局这一消息。 贸工部表示，新加坡国家航天局将承担多项职能，包括建设并运营本国航天能力，制定支撑创新与产业 发展的相关法律法规等。 该部同时透露，新加坡目前聚集了70家航天企业，产业链各环节不同岗位共吸纳约2000名专业人才就 业。 责任编辑：李肇孚 新加坡贸易和工业部周一宣布，该国将于4月1日成立国家航天局，力求充分把握全球航天经济持续增长 的价值与机遇。 据Seraphim Space数据，2025年全球航天科技投资规模创历史新高后，预计将进一步 ...

世界经济论坛预测，全球航天经济规模将从2023年的6300亿美元增长到2035年的1.8万亿美元。该机构 表示，这一增长主要受到通信、导航和观测服务等空间技术需求日益增长的推动。新加坡国家航天局将 考虑扩大新加坡现有的三颗地球观测卫星星座。自2022年以来，新加坡政府已拨出2.1亿新元（约合1.65 亿美元）用于航天项目。 来源：金十数据 2月2日，据外媒报道，新加坡正组建自己的航天局，力求在全球航天工业中分得一杯羹。据预测，该行 业在不到十年的时间内产值将达到1.8万亿美元。新加坡贸易与工业部周一表示，新加坡国家航天局 （NSAS）将于4月1日正式成立，旨在吸引全球航天企业落户该国。贸工部称，该机构还将负责制定相 关法律法规。新加坡正式组建航天局，凸显了全球在争夺航天经济地位方面的激烈竞争。 ...

Market Overview - Geopolitical concerns have eased, and strong U.S. economic data has boosted risk appetite, leading to a second consecutive day of gains for major U.S. stock indices, fully recovering earlier losses this week [2] - Small-cap indices have outperformed the S&P for the 15th consecutive day, reaching new highs [2] - The tech giants saw significant gains, with Meta rising 5.6% and Tesla over 4% [2] - Strong U.S. economic data has reduced interest rate cut expectations, with the 2-year Treasury yield rising by 2.5 basis points [2] - The dollar fell by 0.5%, approaching the 98 mark [2] - Cryptocurrencies declined, with Bitcoin down 1.13% and Ethereum down 2.7% [2] - Precious metals performed well under a weak dollar, with spot gold rising 1.8% to surpass $4900, and silver and platinum also reaching historical highs [2] - U.S. crude oil inventories increased by 3.6 million barrels, leading to a 2% drop in oil prices [2] Key News - Pan Gongsheng stated that there is still room for further reserve requirement ratio and interest rate cuts this year, emphasizing the flexible use of various monetary policy tools [11] - The U.S. November PCE price index rose 2.8% year-on-year and 0.2% month-on-month, with personal spending showing steady growth, although the savings rate has declined [12] - Germany's Chancellor Merz emphasized the importance of maintaining transatlantic relations amid changing U.S. policies under Trump [13] - Nordic pension funds are accelerating their exit from U.S. markets, indicating a loss of confidence in U.S. assets due to geopolitical and fiscal risks [14] - Reports suggest that the U.S. is attempting to "overthrow the Cuban regime" by cutting off oil supplies from Venezuela to Cuba [14] - Major U.S. banks are considering launching credit cards with interest rates as high as 10% in response to Trump's proposals [15] Company Developments - Alibaba is reportedly planning to spin off its chip subsidiary, Pingtouge, for an independent IPO, leading to a more than 7% increase in its stock price [4] - The demand for storage is surging, with Kioxia confirming that its production capacity for this year is fully sold out [17] - AI and storage cycles are resonating, with Zhaoyi Innovation expecting a 25% year-on-year revenue increase and a 46% rise in net profit by 2025 [6] - Anthropic has lowered its gross margin guidance due to rising inference costs, despite a 12-fold increase in revenue [24] - Samsung and SK Hynix are set to report their earnings, with both companies expected to achieve record profits [24] Industry Insights - The AI chip market is witnessing significant developments, with Alibaba's Pingtouge making strides in AI processor technology [32] - The solid-state battery sector is gaining attention, with A123 set to unveil a new series of products based on semi-solid immersion technology [27] - The retail pharmacy industry is expected to undergo consolidation, with government support for mergers and acquisitions [29] - The passive components market is entering a new price increase cycle, with major manufacturers announcing price hikes [29]

Aerospace - Beijing Chuanqiu Space Technology Co., Ltd. held a global launch event for space tourism, showcasing the first commercial manned spacecraft "Chuanqiu No. 1 (CYZ1)" with over 20 space tourists already booked, aiming for its first manned flight in 2028 [1] - SpaceX plans to launch its second-generation Starlink system in 2027, which is expected to provide internet services with over 100 times the capacity and more than 20 times the throughput compared to the first generation [1] - The aerospace sector is transitioning from a "cost center" driven by national will to a "growth engine" driven by commercial demand, with significant growth potential in the trillion-dollar market [1] Solid-State Batteries - A123 announced a product launch event for its new series of semi-solid state energy storage products, including the "Xingchen" series semi-solid state cells and "Xinghe" series energy storage systems, scheduled for January 23, 2026 [2] - The new semi-solid state batteries significantly enhance safety and environmental adaptability, achieving excellent safety performance in extreme conditions, which could reduce the risk of electric vehicle fires [2] Retail Pharmacy - The Ministry of Commerce and nine other departments released opinions to promote high-quality development in the retail pharmacy industry, supporting mergers and acquisitions among retail pharmacies [3] - The retail pharmacy sector is expected to accelerate consolidation by 2025, with a projected decrease in the total number of pharmacies, concentrating customer traffic towards leading players [3] Passive Components - Passive component manufacturer Huaxinke announced a price increase for all chip resistor products starting February 1, with expected price hikes of around 20% [4] - The passive components industry is experiencing a price surge, with structural price increases observed across various products, driven by high demand from AI servers [4] Prepared Dishes - The State Council's Food Safety Office is drafting national standards for prepared dishes and will solicit public opinions soon, aiming to enhance consumer rights and promote industry development [5] - Prepared dishes are gaining popularity, especially among younger consumers, due to their convenience and ability to meet diverse culinary needs, leading to significant growth opportunities in the market [5] AI Chips - Alibaba Group plans to support its chip company Pingtouge for independent listing, reflecting its strategic focus on the semiconductor sector [6] - Pingtouge has made significant advancements in AI processing technology, with its products already integrated into major data centers, indicating its growing commercial value [6] General Industry News - The Chinese government is set to build a computing power scale of around 200,000 P by 2027, indicating a significant investment in computing infrastructure [8] - The domestic satellite constellation applications are expected to peak in the next decade, with China planning to launch over 20,300 satellites [8]

Group 1 - The company, Guangdong Jianke, currently does not plan to engage in the aerospace economy [1] - The inquiry was made by an investor on the investor interaction platform [1] - The response was provided on January 12 [1]