格隆汇1月22日丨雷电微力(301050.SZ)在互动平台表示，公司具备芯片设计能力，相关核心芯片为自主 研发，但不涉及芯片制造环节。 ...

新修订的《中华人民共和国对外贸易法》将于2026年3月1日起施行，其中第六十条明确提出"国家 支持对外贸易数字化发展"。以立法形式支持对外贸易数字化发展是顺应全球贸易格局深刻变革的必然 选择，是推动外贸高质量发展的内在要求，更是扩大高水平对外开放的战略举措。 当前，我国支持对外贸易数字化发展的重点在于，利用数字技术和制度创新对传统贸易流程进行系 统性重构，推动和加强信息技术手段在对外贸易活动中的应用，支持电子提单、电子发票等的使用，推 动数字证书、电子签名等国际互认，提升对外贸易数字化、便利化水平。要多措并举，构建高效、安 全、普惠的对外贸易数字化生态。 强化数字技术创新，筑牢核心竞争力。加强高端工业软件、核心芯片等关键领域研发。加快人工智 能、区块链、物联网等数字技术在贸易全链条的应用。鼓励企业运用数字技术改造生产流程，发展个性 化定制、柔性生产等新模式。 推进数字基础设施建设。加大5G、物联网、区块链等技术在口岸、仓储、运输环节的融合应用。 整合升级各类外贸服务平台，打通数据壁垒，形成贯通商流、物流、资金流、信息流的一体化数字服务 网络。发展安全便捷的跨境数字支付与征信服务体系。建立健全跨部门协同监管机制 ...

Group 1 - China successfully launched the Tianzhou-9 cargo spacecraft on July 15, 2023, from the Wenchang Space Launch Site in Hainan [1] - China Electronics Technology Group Corporation (CETC) developed a highly autonomous and stable measurement and control communication network to ensure the successful delivery of cargo to space [1] - The new generation of land-sea-air measurement and control communication system developed by CETC is crucial for tracking the spacecraft's trajectory and providing real-time data [1][2] Group 2 - CETC's radar measurement system enhances safety and reliability by providing accurate tracking of the rocket's ascent, regardless of weather conditions [2] - The semi-rigid solar cell array developed by CETC's Blue Sky division is a high-voltage, megawatt-level product that reduces operational temperature, enabling efficient cargo transport to space [2] - The satellite communication system created by CETC ensures seamless data transfer between Tianzhou-9 and ground control, facilitating real-time command and data transmission [2] Group 3 - CETC's 23rd Institute developed lightweight, compact, and highly reliable aerospace cables that can withstand extreme conditions in space, ensuring effective signal transmission [3] - The 55th Institute of CETC produced various core chips and power amplifier modules to establish a reliable information transmission link between the spacecraft and ground terminals [3]

Core Viewpoint - Changsha is focusing on building a modern industrial system by enhancing industrial chain collaboration, transforming traditional industries, and nurturing emerging industries, which is essential for regional economic vitality [1][2]. Group 1: Industrial Development Strategy - The strategy emphasizes the importance of creating a complete industrial chain and fostering collaborative industrial clusters to enhance regional economic resilience [1][3]. - Changsha has established 17 industrial chains, including engineering machinery and advanced energy storage materials, leading to the emergence of six trillion-level manufacturing industry clusters [10][14]. - The "chain-long system" initiated in 2017 aims to connect upstream and downstream supply chains, promoting collaborative development among enterprises [9][17]. Group 2: Case Studies and Examples - The introduction of Guangdong Bangpu Recycling Technology Co., Ltd. in 2007 marked an early investment in the lithium battery new energy sector, showcasing proactive industrial layout [4]. - The advanced energy storage materials industry in Changsha has maintained a stable output value at the billion-level despite a 90% drop in lithium carbonate prices, thanks to a complete industrial chain [11][12]. - The establishment of the "Changsha Sodium-Ion Battery Innovation Alliance" in 2022 demonstrates a strategic move to capture new market opportunities in sodium-ion battery technology [13]. Group 3: Ecosystem and Future Planning - Changsha is building an "industrial forest ecosystem" that integrates various industries, ensuring mutual growth and resource sharing among enterprises [19][20]. - The "4433" modern industrial system includes four pillar industries, four emerging industries, three traditional industries, and three future industries, indicating a comprehensive approach to industrial development [21][23]. - The city is learning from other major cities to explore paths for emerging and future industries, enhancing its competitive edge in advanced manufacturing [22].

Group 1 - Major companies including Nvidia, Johnson & Johnson, Hyundai Motor, Toyota, and SoftBank are gathering at the White House for an "Invest in America" promotional event [1] - President Trump aims to showcase significant investments in defense, technology, healthcare, consumer goods, and large investment funds during his first 100 days in office [1] - The Trump administration is pushing for a "manufacturing return to America" policy through tariffs and trade negotiations to encourage domestic manufacturing [1] Group 2 - The U.S. government has initiated a new round of global trade wars, imposing tariffs on various goods, raising concerns among U.S. airlines, aerospace companies, automakers, and retail giants about the impact on manufacturing and sales [2] - Nvidia's CEO announced plans to invest hundreds of billions in U.S.-made core chips and high-end electronic devices over the next four years, shifting focus from traditional semiconductor suppliers [2] - The White House highlighted commitments from major companies like TSMC, Nvidia, Apple, and Roche to invest in U.S. manufacturing, reflecting confidence in the U.S. economy and dollar assets [2] Group 3 - General Motors is considering a $60 billion investment in U.S. manufacturing but requires clarity and consistency in trade policies before making decisions [3] - The Trump administration's 25% tariff on foreign-made vehicles has taken effect, impacting global automakers and potentially leading to significant price increases for consumers [3] - A new tariff measure affecting nearly 150 categories of automotive parts will come into effect on May 3, covering essential components like engines and batteries [4] Group 4 - Trump is reportedly planning to exempt certain automakers from the most stringent tariffs, a move seen as a concession following lobbying from the automotive industry [5] - The administration's investment plan includes $500 billion for AI infrastructure, aiming to surpass competitors like China in this critical technology sector [5] - Hyundai Motor announced a $21 billion investment in the U.S., including a $5.8 billion steel manufacturing plant in Louisiana, creating over 1,400 jobs [6]