1.【我国已具备大型LNG运输船的自主研发建造能力】这两天，在上海中船沪东中华造船，一艘采用 了全球最新一代双燃料低速推进动力系统的LNG运输船正在加紧建造，月底就将正式交付。这款船型 与我们的生活息息相关，我国作为天然气进口大国，除管道运输外，巨量天然气的运输大多要依靠这 类"海上超级冷冻车"——它可通过低温液化高效运输，单次运输量能满足330万个家庭一个月的用气 需求。我国已具备该船型的自主研发建造能力，大型LNG运输船与大型邮轮、航空母舰并称为船舶工 业造船领域的"皇冠上的三颗明珠"。中船集团沪东中华开发所所长杨春华介绍，自主研发设计的LNG 运输船，在长距离的远洋航行当中，LNG像水一样，免不了蒸发损耗。因此，这条船配备了全球领先 的液货围护系统，能够在零下163℃的低温下装载液化天然气安全航行。同时，它还采用了双燃料推 进系统，单日航行碳排放相比传统的燃油驱动减少10吨以上。（央视新闻） 2.【印度卫星发射任务失败】据印度媒体报道，印度12日进行的由极地卫星运载火箭搭载的多卫星发 射任务在升空后出现异常，火箭轨道出现显著偏差。印度空间研究组织随后确认卫星发射任务正式失 败。（新华社） 3.【力鸿一号 ...

地址：北京市朝阳区朝阳门外大街甲 6 号万通中心 D 座 20 层（100020） 总机：010-8535 6666 注:本报告资讯信息来源于万得资讯和金十数据，冠通研究整理编辑 本公司具备期货交易咨询业务资格，请务必阅读免责声明。 分析师：王静，执业资格证号 F0235424/Z0000771。 免责声明： 本报告中的信息均来源于公开资料，我公司对这些信息的准确性和完整性不作任何保证。报告中的内容和 意见仅供参考，并不构成对所述品种买卖的出价或征价。我公司及其雇员对使用本报告及其内容所引发的 任何直接或间接损失概不负责。本报告仅向特定客户传送，版权归冠通期货所有。未经我公司书面许可， 任何机构和个人均不得以任何形式翻版，复制，引用或转载。如引用、转载、刊发，须注明出处为冠通期 货股份有限公司。 资讯早间报 发布日期：2026/1/13 隔夜夜盘市场走势 1.国内商品期货市场收盘大面积上涨，贵金属、航运期货、新能源材料、基本金 属大幅走高，沪银涨 14.42%，集运指数（欧线）涨 11.3%，沪锡涨停。 2.国际贵金属期货普遍收涨，COMEX 黄金期货涨 2.40%报 4608.80 美元/盎司， COMEX ...

Core Viewpoint - The article discusses the complex relationship between Elon Musk and China, highlighting how China supported Tesla during its struggles, while Musk's Starlink project poses significant challenges to China in the fields of technology and AI. Group 1: Tesla's Rescue by China - In 2018, Tesla was on the brink of collapse, with production issues and a failing financial situation, prompting Musk to rely on China for support [1][2] - China provided substantial assistance, including a large industrial site in Shanghai at a low cost and a low-interest loan of 40 billion yuan, which was crucial for Tesla's survival [2][3] - The rapid construction of the Shanghai Gigafactory exemplified "Chinese speed," with the factory built in just 10 months, a process that would take years in the U.S. [3] Group 2: Impact of the Shanghai Factory - The Shanghai factory became highly productive, projected to produce 4 million vehicles by the end of 2025, significantly contributing to Tesla's financial turnaround and market valuation [4] - The Model Y's production in China allowed Tesla to reduce costs by 65%, leading to substantial profits for the company [4] Group 3: Starlink's Threat to China - Musk's profits from the Chinese market are being reinvested into the Starlink project, which is seen as a threat to China's security and technological sovereignty [4][5] - Starlink's satellites are not just for internet access; they have been used in military applications, raising concerns about their implications for national security [5][6] - The planned reduction of Starlink satellites' operational altitude to 480 kilometers is viewed as a strategic move to dominate low Earth orbit, potentially obstructing China's own satellite initiatives [5][6] Group 4: Data and AI Concerns - Tesla's operations in China allow it to collect vast amounts of driving data, which is crucial for AI development, but this data is primarily utilized in the U.S., limiting China's technological advancements [6][7] - Musk's strategy includes establishing manufacturing in the U.S. to reduce reliance on Chinese supply chains while simultaneously benefiting from Chinese market data [7] Group 5: Broader Implications - The article suggests that Musk's actions reflect a duality in his business approach, benefiting from Chinese support while simultaneously undermining China's technological independence [6][7] - The ongoing competition in space, data, and technology between Musk and China is framed as a significant geopolitical issue that is just beginning to unfold [7]

2．1月12日，外交部发言人毛宁主持例行记者会。在回答有关中方加强两用物项对日本的出口管制问题 时，毛宁表示，中方加强两用物项对日本的出口管制，是为了维护国家安全和利益，履行防扩散等国际 义务，完全正当、合理、合法。中方维护关键矿产全球产供链稳定与安全的立场没有变化，同时我们也 认为各方都有责任为此发挥建设性作用。 3．1月12日，国家发展改革委、财政部、科技部、工业和信息化部联合发布《关于加强政府投资基金布 局规划和投向指导的工作办法》（下称《工作办法》）。《工作办法》围绕政府投资基金"投向哪、怎 么投、谁来管"三方面提出多项政策举措。国家发展改革委相关负责人表示，这是首次在国家层面对政 府投资基金的布局和投向作出系统规范。在优化基金布局方面，《工作办法》要求基金支持重大战略、 重点领域和市场难以有效配置资源的薄弱环节，推动科技创新和产业创新深度融合，着力培育新兴支柱 产业，坚持投早、投小、投长期、投硬科技。在加强投向指导方面，《工作办法》指出基金投向须符合 国家重大规划和国家级产业目录中的鼓励类产业，不得投向限制类、淘汰类以及政策明令禁止的产业领 域。同时，《工作办法》还进一步明确由省级发展改革部门牵头制 ...

盘前要闻 1、道指、标普创新高!中国资产走强，中概股指数涨超4%，阿里巴巴涨超10% 类型：市场 情绪影响：正面 美股周一，在科技股走强带动下，投资者淡化美司法部对美联储主席鲍威尔展开刑事调查所引发的担 忧，道琼斯指数、标普500指数均创收盘新高。苹果官宣Siri大升级押注Gemini，谷歌市值首破4万亿美 元。太空概念股Planet Labs涨逾12%创历史新高。纳斯达克中国金龙指数涨4.26%，阿里巴巴涨超10%。 情绪影响：正面 2、黄金白银双双狂飙刷新高 美联储风波引爆避险交易 类型：行业 周一纽约时段，贵金属价格大幅走强。现货白银一度上涨8%，突破86美元，现货黄金一度涨2.4%升破 每盎司4600美元，均刷新2025年12月的历史纪录。分析认为，贵金属走强最直接的因素是"特朗普政府 加大了对美联储的攻击力度"，使投资者减少了对美国资产的投资。 3、AI应用、商业航天多只牛股提示风险!近30家公司发布预亏公告 类型：公司 情绪影响：负面 1月12日晚，AI应用、商业航天多股提示风险，6天5板引力传媒、中科星图、中国卫星等均公告提示股 价脱离基本面的风险。与此同时，近30家上市公司集中发布2025年预 ...

每经记者｜杨建 每经编辑｜彭水萍 （一）重要市场新闻 1、美股三大指数集体收涨，道琼斯指数涨0.17%，标普500指数涨0.16%创收盘新高，纳斯达克综合指 数涨0.26%。谷歌收涨1.09%，苹果收涨0.34%，谷歌证实与苹果达成一项为期多年的协议，将为苹果的 人工智能技术提供支持，其中包括语音助手"Siri"。Meta收跌1.7%，公司启动名为"Meta Compute"的全 新顶级战略项目。热门中概股多数收涨，纳斯达克中国金龙指数涨4.26%，阿里巴巴涨超10%，哔哩哔 哩、小鹏汽车涨超8%，百度、微博涨超6%，蔚来、网易、京东涨超4%，理想汽车涨超2%。 2、国际油价12日上涨。截至收盘，纽约商品交易所2月交货的轻质原油期货价格上涨38美分，收于每桶 59.50美元，涨幅为0.64%；3月交货的伦敦布伦特原油期货价格上涨53美分，收于每桶63.87美元，涨幅 为0.84%。纽约尾盘，现货黄金涨1.84%，报4592.13美元/盎司；COMEX黄金期货涨2.28%，报4603.30 美元/盎司；沪银夜盘收涨7.23%，报21268元人民币/千克，一度达到21518元。WTI 2月原油期货收涨 0.38美 ...

Group 1: Scientific and Technological Advances - In 2026, significant breakthroughs in gene editing are anticipated, with clinical trials for personalized gene therapies for rare metabolic diseases planned in Philadelphia [8] - A major cancer detection clinical trial involving over 140,000 participants is expected to reveal results in 2026, potentially allowing for the detection of approximately 50 types of cancer through a single blood test [9] - AI is predicted to play a crucial role in the life sciences sector, particularly in biomarker detection, with the potential to move from detection to prediction [9] Group 2: Climate Change and Renewable Energy - The global average temperature is projected to exceed pre-industrial levels by 1.4 degrees Celsius in 2026, continuing a trend of rising temperatures [9] - Renewable energy is expected to surpass traditional energy sources in various sectors, with China leading the transition towards green and low-carbon energy [10] - China plans to add over 20 million kilowatts of wind and solar power capacity in 2026 as part of its commitment to increasing the share of renewable energy [10] Group 3: Space Exploration - 2026 is set to be a busy year for lunar exploration, with China's Chang'e 7 mission targeting the challenging lunar south pole [11] - Multiple crewed space missions are scheduled by China, including the Tianzhou 10 and Shenzhou 22 and 23 missions, marking significant advancements in their space program [11] - The European Space Agency plans to launch the Plato space telescope in late 2026 to monitor over 200,000 stars in search of habitable exoplanets [11] Group 4: AI in Research - AI is transforming research processes, with predictions of significant scientific breakthroughs driven by AI in 2026 [12] - The integration of multiple large language models for complex tasks is expected to become more common, reducing the need for human intervention [12] - Generative AI is leading technological change, with over two-thirds of chief economists anticipating its commercial value to materialize within the next year [12]

Group 1 - The core viewpoint of the article highlights the recent revaluation of companies involved in reusable rocket technology, specifically mentioning Jin Feng Technology and Yuexiu Capital, which have seen significant stock price increases due to their holdings in Blue Arrow Aerospace and Zhongke Yuhang [2] - The company, Lansheng Co., Ltd. (600826.SH), clarified that it does not directly hold shares in Blue Arrow Aerospace and Weina Starry Sky, but has a small stake through a private investment fund, owning 0.2550% of Blue Arrow Aerospace and 1.31% of Weina Starry Sky [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 来源：中国基金报 【导读】包括商业航天概念，GEO概念在内的多只牛股、涨停股、概念股齐发公告 中国基金报记者 泰勒 大家好啊，A股大涨之后，1月12日晚间，多只牛股、涨停股齐发公告提示风险！ 6连板"20CM"涨停志特新材：公司股票交易异常波动 将停牌核查 志特新材公告称，公司股票自2026年1月5日至1月12日连续6个交易日涨停，涨幅为198.57%，股价波动 较大。为维护投资者利益，公司将就股票交易波动情况进行核查。经申请，公司股票自1月13日开市起 停牌，预计停牌时间不超过3个交易日。公司提醒投资者注意二级市场交易风险。此外，公司前期披露 的信息无需要更正或补充之处，主营业务未发生变化，且近期经营情况及内外部经营环境未发生重大变 化。 "20CM"涨停4天3板邵阳液压：公司产品未直接服务商业航天领域客户 邵阳液压发布股票交易严重异常波动公告称，目前公司产品主要应用于冶金、水利水电等行业，未直接 服务商业航天领域客户，且未以"航空航天相关业务"作为公司主业方向。经自查，公司曾为某地面发射 设备公司提供过液压缸和液压系统，但该类产品技术成熟、替代性强，市场容 ...

证券日报网讯 1月12日，东土科技在互动平台回答投资者提问时表示，公司参股公司成都神经元在商业 航天和国家航天发射任务上已有产品导入和使用，主要对接航天科技下属院所以及商业航天火箭公司。 （编辑 楚丽君） ...