1.存储"超级周期"下终端消费电子领域提价潮蔓延：笔本、国产手机等集体调价 据《科创板日报》10日讯，近期，《科创板日报》记者通过多方采访注意到，存储涨价的压力已传导至消 费电子领域，智能手机、笔记本电脑等核心品类纷纷开启调价模式，其中PC端头部厂商的涨价动作尤为明 显。联想、戴尔、惠普等笔电龙头集体调价约500-1500元，多款国产手机新品较上一代涨价约100-600元。 点评：需求回暖供应链承压，消费电子迎涨价潮。 2.报告：澳大利亚人口预计将在2026年达2800万 2025年广东上市公司总量达到1224家，继续稳坐全国第一的位置。截至2025年12月31日，广东境内上市公 司达890家、境外上市公司334家，两项核心指标均位居全国第一。2025年，广东上市公司开展现金分红 3418亿元，已超过2024年全年实际发放水平。 点评：资本市场活力彰显，粤企领跑全国彰显经济韧性。 6.长三角一体化大模型发布，AI将为区域发展提供决策支撑 长三角一体化大模型发布与场景应用链接大会1月10日在上海召开。会上，由中国区域经济50人论坛成员、 上海财经大学长三角与长江经济带发展研究院执行院长张学良教授团队牵头建设的长 ...

欢迎加入 睿兽分析会员 ，解锁 AI、汽车、智能制造 等相关 行业日报、图谱和报告 等。 1.【国内首款3D打印航空发动机完成飞行试验】据宁波广电网消息，我国自主研制的首款3D打印涡 喷航空发动机近日成功完成首次单发飞行试验，填补了国内在发动机整机3D打印工程应用领域的空 白。试飞结果显示，发动机在高空复杂环境下工作稳定，所有参数符合设计要求，验证了其可靠性。 此次飞行试验在陕西定边县进行。搭载该发动机的无人机飞行时长30分钟，最大飞行速度0.75马赫， 飞行高度达到6000米。发动机所有零件在试验后均未出现破坏或失效。（人民日报） 2.【国产载人飞艇祥云AS700实现全国首次商业飞行】据湖北日报消息，国产载人飞艇祥云AS700日 前完成荆门至武汉往返航程，实现全国首次载人飞艇商业飞行。祥云AS700是我国首个按适航规范研 制且拥有完全自主知识产权的短距/垂直起降载人飞艇。（新浪科技） 3.【中国科研团队研究成果为提升钙钛矿电池稳定性提供新思路】西安交通大学 物理学院梁超教授团 队联合厦门大学材料学院张金宝教授团队，在钙钛矿材料与 器件物理研究领域提出了一种全新的固态 分子压印退火策略，为提升钙钛矿太阳能电池 ...

Group 1 - The purchase tax for new energy vehicles in China will be halved starting January 1, 2024, shifting from full exemption to a 50% reduction, which is expected to stimulate a new wave of consumption in the market due to the upcoming traditional sales peak [2] - The current market environment is characterized by a policy shift that poses new challenges for the new energy vehicle sector, as the benefits from previous incentives are diminishing [3] Group 2 - Guojin Securities highlights that the current market trend is shifting towards high certainty sectors, with a focus on power equipment and chemicals, as the energy transition involves a complex process across the entire industry chain [3] - The report indicates that the revaluation of Chinese assets is underway, with significant opportunities arising from the short-term rebound in power equipment and chemical sectors [3] Group 3 - The first China (International) Robot Debate Competition showcased advancements in cognitive decision-making and large model applications, with 14 teams participating in a machine vs. machine format, enhancing the competitive aspect of the event [4] - The event reflects the growing capabilities of AI in logical reasoning and language processing [4] Group 4 - China Chengtong Development Group announced the appointment of new executive directors following a restructuring, indicating potential shifts in corporate governance and strategy [5][6] Group 5 - The AS700 manned airship, known as the "Sky Whale," has been officially delivered in East China, marking a significant step towards the commercial operation of manned airships and the development of the low-altitude economy [7] Group 6 - Meta has denied allegations of generating significant revenue from fraudulent advertisements, claiming that the actual amount is lower than reported, despite internal documents suggesting that around 10% of its revenue could be linked to such ads [8][9] - The controversy surrounding Meta highlights the scrutiny faced by tech giants regarding their advertising practices [9] Group 7 - Nvidia's CEO has requested TSMC to increase wafer supply to meet the strong demand for AI, indicating robust growth in the AI sector and the need for enhanced production capabilities from suppliers [9] Group 8 - As of November 7, 2023, 92 new stocks have been listed on the A-share market this year, reaching 92% of last year's total, with a notable first-day doubling rate of nearly 88% [10] - The data indicates a significant increase in new listings, particularly in the ChiNext board, which accounted for approximately 31.5% of the new stocks [10] Group 9 - A new database of over 10,000 human images has been developed to assess and correct biases in AI visual tasks, representing a step towards more reliable AI systems [10] Group 10 - The Shenzhen Shui Bei market, a major gold wholesale market, is experiencing a slowdown in activity, attributed to the recent implementation of new gold tax policies [10] Group 11 - The sales revenue of Pang Dong Lai has surpassed 20 billion yuan, reflecting a 30 billion yuan increase compared to the previous year, with supermarkets leading in sales performance [11] Group 12 - The Consumer Price Index (CPI) for October has shown a year-on-year increase of 0.2%, indicating positive signs of inflation and improved pricing in various sectors [12]