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晚报 | 1月14日主题前瞻
Xuan Gu Bao· 2026-01-13 14:33
Group 1: Photovoltaics - The Ministry of Commerce announced the continuation of anti-dumping duties on imported solar-grade polysilicon from the US and South Korea for five years starting January 14, 2026, due to potential ongoing damage to China's solar-grade polysilicon industry [1] - The market is experiencing panic selling due to tightening liquidity and concerns over anti-monopoly regulations, leading to a significant price drop from previous highs [1] - Long-term profit constraints are expected in the photovoltaic industry, with both demand and supply facing limitations [1] Group 2: Industrial Internet - The Ministry of Industry and Information Technology (MIIT) released an action plan for the high-quality development of industrial internet platforms from 2026 to 2028, aiming for over 450 influential platforms and a resource connection capability enhancement [2] - By 2028, the industrial internet platform penetration rate is expected to exceed 55%, with over 1.2 million industrial devices connected [2] Group 3: Low-altitude Economy - The second China eVTOL Innovation Development Conference will be held on January 15-16, 2026, focusing on technological breakthroughs and commercialization of electric vertical takeoff and landing aircraft [3] Group 4: Robotics - The Ministry of Civil Affairs and other departments introduced measures to promote the development of elderly care service robots, encouraging cross-industry collaboration in technology [4] - The elderly care robot industry is entering a phase of scale application, with a projected market size exceeding 66 billion yuan by 2030 [4] Group 5: Solid-State Batteries - A research team from the University of Science and Technology of China made significant advancements in solid-state battery technology, reducing costs by 95% and potentially accelerating commercialization from 2030 to 2027-2028 [5] - The new solid electrolyte material developed offers a breakthrough solution to contact issues between solid electrolytes and electrodes, enhancing the commercial viability of solid-state batteries [5] Group 6: Electronic Skin - ByteDance's Seed team developed the GR-Dexter system, achieving a breakthrough in robotics with a high-degree-of-freedom dexterous hand, supported by high-density tactile electronic skin [6] - The electronic skin market is expected to grow at a compound annual growth rate of over 17%, reaching over $30 billion by 2030 [6]