重点聚焦新一代电子信息产业（智能终端）、航空航天产业（卫星互联网）等。 长三角G60科创走廊将承担更多上海（长三角）国际科创中心建设的任务。 12月25日，上海市科委举行《关于支持长三角G60科创走廊策源地建设的若干措施》（下称《措施》）新闻通气会，上海市科 委副主任翟金国说，《措施》围绕共筑科技创新策源地、共建世界级产业集群、共育国际一流创新生态、共享科技创新资源 等四个方面，研究提出23条支持政策。 翟金国对第一财经在内的媒体介绍，《措施》凸显松江作为长三角G60科创走廊策源地和一体化发展先行先试走廊的功能定 位，在辐射带动长三角科技创新和产业创新跨区域协同中发挥引领示范作用，成为长三角高质量发展动力源。探索产业集群 协同发展新模式，聚焦新一代电子信息产业（智能终端）、航空航天产业（卫星互联网），加快构建以先进制造业集群和生 产性服务业为支撑的现代化产业体系。 关于共建世界级产业集群方面，《措施》提出包括加速新一代电子信息产业（智能终端）发展，加快创新平台建设和技术标 准布局；加速航空航天产业（卫星互联网）发展；培育发展科学仪器产业，打造科学仪器产业园；培育未来产业集聚区，创 建国家6G综合试验地方基地。 ...

附件：关于支持长三角G60科创走廊策源地建设的若干措施 （文章来源：新华财经） 加速航空航天产业发展。围绕卫星制造与商业运营等产业链关键环节，引育上下游重点项目，按照规定 分阶段给予不超过总投入15%、最高5000万元的经费支持。鼓励卫星互联网技术规模化应用，对开展通 信、导航、遥感等增值服务的企业，按照规定给予最高1000万元的一次性奖励。支持卫星互联网星座建 设，对取得卫星通信基础电信业务经营许可证的企业，按照规定给予5000万元的一次性奖励。 培育未来产业集聚区。创建国家6G综合试验地方基地，大力推动6G技术研发、标准研制、技术试验、 中试熟化、场景应用与国际合作。按照规定分阶段给予不超过总投入30%、最高3000万元的经费支持。 新华财经上海12月25日电据上海市人民政府网站12月25日消息，上海市人民政府办公厅印发《关于支持 长三角G60科创走廊策源地建设的若干措施》。 其中提出，加速新一代电子信息产业发展。围绕产业链关键环节，加快创新平台建设和技术研发布局。 引育智能终端产品及关键零部件制造等重点项目，按照规定分阶段给予不超过总投入15%、最高5000万 元的经费支持。支持企业在商用密码应用、自主 ...

3.【 韩国首枚商业运载火箭发射失败】 12月24日消息，韩国首枚商业运载火箭"韩光-NANO"号23 日上午在巴西阿尔坎塔拉发射中心发射后不久就出现火焰，疑似解体并爆炸，发射宣告失败。 (环球 网) 1. 【LG新能源：4.2万亿韩元出售L-H电池公司相关资产至本田】12月24日消息，LG新能源公告称，将 其位于美国俄亥俄州的L-H电池公司相关资产以4.2万亿韩元（约合28.6亿美元）价格出售至本田美国公 司。（东方财富网） 2.【玻利维亚授权SpaceX、亚马逊等企业在该国提供卫星互联网服务】 12月24日消息，据玻利维亚 政府12月23日声明，该国总统罗德里戈·帕斯当日颁布法令，授权通过近地轨道卫星提供电信服务。 声明称，这将扩大玻利维亚互联网覆盖范围，因提供星链服务的SpaceX、OneWeb和 亚马逊 旗下太 空互联网部门Kuiper等公司现已获准在该国运营。（界面新闻） 4.【12英寸碳化硅外延晶片在厦门首发】近日，厦门火炬高新区企业瀚天天成依托研发团队的自主技 术攻坚，成功开发出全球首款12英寸高质量碳化硅外延晶片。这一突破不仅能显著提高下游功率器件 的生产效率，更将大幅降低碳化硅芯片的单位制造 ...

12月24日，上证指数、深证成指、科创50指数早盘探底回升，午后震荡上扬；创业板指早盘一度上扬， 随后快速回落，之后窄幅震荡，午后震荡走强。截至收盘，上证指数报3940.95点，涨0.53%，成交额 7739亿元；深证成指报13486.42点，涨0.88%，成交额11063.4亿元；创业板指报3229.58点，涨0.77%， 成交额5089.85亿元；科创50指数报1352.13点，涨0.9%，成交额511亿元。沪深两市合计成交18802.4亿 元，成交额较上一交易日减少196.47亿元。 商业航天、卫星互联网等概念走强 胜通能源9连板 从行业来看，申万所属的31个一级行业，今日有13个行业主力资金呈现净流入，其中，电子行业主力资 金净流入最多，净流入金额为49.16亿元；行业主力资金净流入居前的还有电力设备、国防军工、社会 服务等，净流入金额分别为22.17亿元、12.33亿元、3.47亿元。18个行业主力资金呈现净流出，其中， 化工行业主力资金净流出最多，净流出金额为15.77亿元；行业主力资金净流出靠前的还有医药生物、 交通运输、食品饮料、传媒、有色金属等，净流出金额分别为11.31亿元、9.04亿元、 ...

Core Viewpoint - AST SpaceMobile's stock experienced a significant decline, ending the week down 13.8%, despite a recovery on Friday [1][3]. Group 1: Stock Performance - AST SpaceMobile's share price fell as much as 22.9% during the week before recovering [1]. - The stock closed at $3.95 after a 6.05% increase on Friday [6]. - The company's market capitalization is currently $19 billion, with a 52-week range of $17.50 to $102.79 [6]. Group 2: Market Context - The broader market saw increased bearish sentiment, with the S&P 500 declining 1.6% and the Nasdaq Composite down 3% over the same week [2]. - A tech sell-off was triggered by concerns that AI stock valuations were in bubble territory, leading to a broader market pullback [3]. - AST SpaceMobile is indirectly affected by the tech sector's performance, as its satellite-based internet services are expected to be utilized in AI, robotics, and IoT applications [3]. Group 3: Economic Indicators - The tech sector faced heavy valuation contractions, influenced by news of over 153,000 layoffs in the U.S. and a decline in consumer sentiment to its lowest level since 2022 [4]. - The University of Michigan's consumer confidence index fell by approximately 6% since the last report, contributing to early trading pullbacks [6].

Group 1 - The Vietnamese government aims to set a record GDP growth target of at least 10% by 2026, with an expected GDP growth rate of 8% for this year, demonstrating economic resilience despite external pressures [1] - Vietnam's GDP grew by 7.85% year-on-year in the first nine months of this year, with the World Bank predicting a growth rate of 6.6% and the IMF estimating 6.5% for the same period [1] - Inflation is projected to be below 4% this year, which is lower than the official target range of 4.5% to 5.0% [1] Group 2 - Despite optimistic targets, Vietnam's economy faces challenges such as macroeconomic stability pressures, fluctuations in the gold and real estate markets, air pollution, natural disasters, and cybercrime [2] - The country's development heavily relies on cheap labor and resources rather than on science, technology, innovation, and digital transformation [2] - Vietnam plans to sign new free trade agreements with countries in the Middle East, Latin America, and Africa next year to diversify its export markets [2] - Infrastructure projects include the initiation of a multi-billion dollar North-South high-speed railway and the launch of satellite internet services to promote economic transformation and reduce reliance on traditional growth models [2]

Core Viewpoint - The political upheaval in Bangladesh has created both opportunities and risks for Chinese enterprises looking to invest in the country, which has a large population and significant growth potential [4][5][6]. Political Transition - The political crisis in Bangladesh in 2024 was triggered by the government's controversial decision to restore a quota system for civil service recruitment, leading to widespread protests and the resignation of Prime Minister Sheikh Hasina after 15 years in power [8][9][12]. - The new interim government, led by Nobel laureate Muhammad Yunus, aims to stabilize the economy and adjust foreign policies to enhance cooperation with various countries, including China [12][16][20]. Economic Impact - The political turmoil has severely impacted Bangladesh's economy, with GDP growth expectations for the 2024-25 fiscal year dropping to 3.8%, the lowest in nearly two decades [17]. - Inflation rates surged, reaching approximately 12% in July 2024, prompting the central bank to tighten monetary policy and allow currency depreciation to stabilize the economy [17][18]. Investment Opportunities - Bangladesh's demographic advantage, with a population of 170 million and a significant youth demographic, presents substantial market potential, particularly in consumer goods and technology sectors [25][26]. - The government maintains an open stance towards foreign investment, offering tax incentives and establishing export processing zones to attract foreign enterprises [27]. Infrastructure and Industry - There is a pressing need for infrastructure development, particularly in transportation and energy sectors, as the capital Dhaka faces severe congestion and power shortages [28]. - The government encourages diversification in manufacturing, particularly in textiles, pharmaceuticals, and electronics, to reduce reliance on garment exports [28]. Bilateral Relations with China - The new government continues to foster friendly relations with China, signing multiple cooperation agreements and securing $2.1 billion in funding for infrastructure projects [20][22]. - Chinese enterprises are encouraged to invest in Bangladesh, with significant commitments already made in various sectors, including textiles and manufacturing [21][22]. Strategic Positioning - Bangladesh is positioned as a strategic hub in South Asia, with a favorable environment for Chinese investments compared to neighboring countries like India and Pakistan [32]. - The country is seen as a long-term base for Chinese enterprises rather than a short-term entry point into the Indian market, necessitating a careful and sustained approach to investment [32][33].

Group 1: Political Changes - In the second half of 2024, Bangladesh experienced significant political upheaval, leading to the resignation and exile of Prime Minister Sheikh Hasina after widespread protests against the controversial civil servant quota system [1][5][6] - The new interim government aims to stabilize the political situation and prioritize economic revitalization while seeking to deepen cooperation with various countries, including China [2][3] Group 2: Economic Impact - The political turmoil has severely impacted Bangladesh's economy, with GDP growth expectations for the 2024-2025 fiscal year dropping to 3.8%, the lowest in nearly two decades [14] - Exports, particularly in the garment sector, have declined, with a 10.97% year-on-year drop in exports to the U.S. in the first half of 2024 due to instability [15] Group 3: Government Policies - The interim government, led by economist Muhammad Yunus, has implemented measures to restore macroeconomic stability, including tightening monetary policy and reducing government spending [15][16] - Structural reforms are underway, including tax system reforms aimed at increasing tax revenue, which has historically been below 10% of GDP [16] Group 4: Foreign Relations and Investment - The new government continues a friendly policy towards China, signing nine cooperation agreements and securing $2.1 billion in funding for various projects [18][19] - The government is also working to balance relations with the U.S. and India, emphasizing a non-aligned foreign policy while seeking to attract foreign investment [21] Group 5: Market Opportunities - Bangladesh's large population of 170 million, with over 28% aged 15-29, presents significant consumer demand potential, particularly in sectors like automotive and electronics [23] - The country is seen as a favorable investment destination due to its relatively open foreign investment policies and the establishment of special economic zones [25][26] Group 6: Challenges - Despite the opportunities, challenges remain, including political uncertainty, bureaucratic inefficiencies, and a high level of corruption, which can hinder business operations [26][27] - The need for infrastructure development and skilled labor remains critical, as the country seeks to diversify its manufacturing base beyond garment production [27][28]

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has released guidelines aimed at optimizing business access and promoting the development of the satellite communication industry, with a target of exceeding 10 million satellite communication users by 2030, enhancing the overall development level of infrastructure, industry supply, technical standards, and international cooperation [1][2][3] Group 1: Market Expansion - The guidelines emphasize orderly market expansion by accelerating the construction and application services of satellite internet systems, promoting high-quality development of satellite internet, and conducting commercial trials for low-orbit satellite communication applications [1][2] - Support for telecom operators to collaborate with satellite companies to explore the potential of high-orbit satellite applications, facilitating direct satellite connections for mobile devices [1] Group 2: Application Scenarios - The guidelines promote the application of satellite communication in emergency communication, prioritizing national emergency communication needs and utilizing various satellite communication resources for efficient service provision [2] - Further development of satellite communication applications in natural disaster response, safety production, outdoor operations, and search and rescue [2] Group 3: Industry Ecosystem - The guidelines call for ongoing efforts in key technology breakthroughs and product development in satellite communication, enhancing the supply of core components, chips, and terminal devices [2] - Encouragement for the integration of satellite communication with 5G/6G and artificial intelligence technologies, accelerating innovation in non-terrestrial networks (NTN) [2][3] Group 4: Industry Trends - The rapid development of satellite internet and the integration of terrestrial and satellite technologies are highlighted as significant trends, with innovations in direct satellite connections for mobile devices, vehicles, and drones [3] - The guidelines aim to foster collaborative innovation across the satellite communication industry chain, contributing to the development of a modern industrial system and new productive forces [3]

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) of China has released guidelines to optimize business access and promote the development of the satellite communication industry, aiming for high-quality growth by 2030 [4][11]. Group 1: Goals and Objectives - By 2030, the satellite communication management system and policies will be further improved, with a significant increase in the number of satellite communication users exceeding ten million [4][12]. - The guidelines emphasize the integration of satellite communication into the new development pattern, supporting high-quality economic and social development [4][12]. Group 2: Key Measures - The guidelines propose 19 measures across six areas to promote high-quality development in the satellite communication industry [4]. - Measures include expanding market access, enhancing application scenarios, nurturing the industry ecosystem, optimizing telecom resource supply, strengthening regulation, and improving collaborative efforts [4][5][6]. Group 3: Support for Operators and New Business Models - Support for telecom operators to develop terminal devices that connect directly to satellites, leveraging high-orbit satellite applications [5][14]. - Encouragement for private enterprises to explore new satellite communication services and utilize various satellite resources through commercial partnerships [6][15]. Group 4: Technological Development and Innovation - Promotion of low Earth orbit (LEO) satellite internet development and timely commercial trials for LEO satellite applications [7][13]. - Encouragement for the integration of satellite communication with 5G/6G and artificial intelligence technologies, fostering innovation in non-terrestrial networks (NTN) [8][19]. Group 5: Application Expansion - Emphasis on the application of satellite communication in emergency situations and digital services for underserved areas [16][17]. - Encouragement for innovative applications across various sectors, including industry, agriculture, and urban governance [18]. Group 6: Industry Ecosystem and Standards - Focus on accelerating core technology development and establishing an open, shared standard system for satellite communication [19][20]. - Promotion of a mutually beneficial industry ecosystem that leverages the strengths of ground mobile communication technologies [21]. Group 7: Resource Optimization and Regulation - Scientific planning of satellite communication code resources and innovative management of frequency resources to support high-quality development [22][23]. - Strengthening of regulatory frameworks to ensure fair competition and enhance user experience in satellite communication services [25][26]. Group 8: Collaborative Efforts and Funding - Emphasis on enhancing organizational coordination and securing funding for satellite communication research and technology development [29][30]. - Promotion of international cooperation to expand global service capabilities and market reach [32].