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申万期货品种策略日报:股指-20260126
| 五、宏观信息 | | | --- | --- | | 《北京市关于促进商业卫星遥感数据资源开发利用的若干措施(2026-2030年)》提出,鼓励有能力的企业对卫星数据上下游企业进行并购重组,整合完善地 | | | 面站网、数据应用服务产业链环节,打造具备全球竞争力的链主企业。支持企业规划建设具有差异化优势、商业价值明确、应用前景清晰的商业卫星星座。 | | | 据国家统计局对全国流通领域9大类50种重要生产资料市场价格的监测显示,2026年1月中旬与1月上旬相比,29种产品价格上涨,13种下降,8种持平。其中, | | | 生猪(外三元)价格比上期涨0.4元/千克,涨幅3.2%。 | | | 春节期间四川全省将举办超过2400场文旅商体活动,推出十大精品活动。全省消费优惠投入将超4000万元,其中包括发放文旅消费券2000万元、电影消费券 | | | 1600万元、免费景区门票10万张。 | | | 截至目前,A股已有8家银行陆续披露2025年业绩快报,上述机构均实现归母净利润正增长。梳理首批业绩快报各项指标,三大特点值得关注:一是8家上市银 行资产规模均实现稳健扩表,中小行增速领先;二是不良贷款率维持向 ...
中国商业航天企业“加足马力”竞逐“星赛道”
Zhong Guo Xin Wen Wang· 2026-01-24 10:45
1月23日,2026北京国际商业航天展览会在北京经济技术开发区开幕。图为展出的新一代模块化手机直 连通信卫星。张祥毅 摄 记者在展会现场看到,大到运载火箭,小到配套软件服务,每家参展企业都亮出了"看家本领",同行之 间交流火热。不断涌入的企业如何在探索星辰大海的征途中找到自己的生存之道?牛俊认为,商业航天 这片"新蓝海"足够宽广,当前,找准商业价值明确、应用前景清晰的细分领域进行错位发展,成功率很 高。随着中国商业航天不断步入"深水区",各企业间的竞争会逐渐"白热化",只有构筑足够深的技 术"护城河"方能长久立于不败之地。 1月23日,2026北京国际商业航天展览会在北京经济技术开发区开幕。图为观众参观星河动力航天展 馆。张祥毅 摄 在空间应用与探索领域,银河航天带来了中国首款使用柔性太阳翼的平板式可堆叠卫星"灵犀03星"及可 实现星地直连的"翼阵合一"卫星模型,呈现卫星互联网技术的前沿突破。中科星图以数字地球为底座, 融合人工智能、大数据等技术,构建覆盖数据、计算与应用的数字地球产品,推动空天信息服务体系的 智能化发展。 银河航天创始人、董事长兼CEO徐鸣在展会期间向中新社表示,当前,航天技术正从科研领域转 ...
“四个面向”19项重大成果集中发布|关注2025中关村论坛
Bei Jing Qing Nian Bao· 2025-03-31 09:35
Group 1: Major Achievements in Science and Technology - China has made significant advancements in space science, including the detection of gamma-ray bursts from 25.6 billion light-years away and the first measurement of black hole X-ray binary spin and orbital inclination [3][5] - Tsinghua University has developed a brain-like complementary visual perception chip, "Tianmou Chip," which reduces bandwidth by 90% and achieves 10,000 frames per second with high precision and dynamic range [3][5] - Peking University has introduced a new paradigm for crystal preparation, enhancing the purity of materials like graphite and molybdenum disulfide by 10 to 100 times [3][5] - Huayi Quantum has created the world's first commercial prototype of a quantum computing system with over 100 ion qubits, significantly enhancing quantum computing capabilities [3][5] Group 2: Economic Applications - Blue Arrow Aerospace has successfully developed the Zhuque-2 improved liquid oxygen-methane rocket, becoming the first and only liquid oxygen-methane rocket to achieve three consecutive successful launches [5][6] - Beijing University of Posts and Telecommunications has established the world's first space-ground computing test platform, enhancing AI collaboration in satellite operations [6][7] - A collaborative effort has resulted in the development of a 6G prototype system capable of 6.6 Gbps transmission speed and sub-meter level perception accuracy [7][8] - Beiqi Foton has launched a zero-carbon liquid hydrogen heavy truck with a range exceeding 1,000 km, integrating 23 innovative technologies [8][9] Group 3: National Strategic Needs - Tsinghua University has developed a mobile hybrid processing robot that significantly improves processing precision and efficiency for large complex components used in major national projects [10][11] - State Grid Corporation has created a flexible DC converter for offshore wind power, increasing power density by 37% and reducing overall project costs by 15% [11][12] - China National Offshore Oil Corporation has successfully conducted the world's first joint extraction of natural gas hydrates and shallow gas, achieving a daily gas production rate exceeding 100,000 cubic meters [12][13] - A new large-scale high-temperature superconducting coating device has been developed, supporting the domestic production of superconducting electronic devices [13][14] Group 4: Health and Well-being - The "Beijing Brain No. 1" intelligent brain-machine interface system has been developed, achieving over 98% effective channel count for patients with motor function disorders [15][16] - A new covalent technology for radioactive drugs has been developed, increasing tumor delivery efficiency by over 10 times while minimizing side effects [16][17] - A domestic first integrated surgical robot for brain and spine procedures has been created, achieving a positioning accuracy of ≤0.5 mm [17][18] - The first targeted drug for brain glioma, "Bertinib," has been developed, significantly extending patient survival and reducing disease progression risk [18][19] - The ARC biological coupling technology has been introduced, enhancing nitrogen-fixing efficiency and crop yield while controlling mycotoxin production [19][20]