商报讯（记者 苗露）昨日，A股三大指数全日震荡走强。截至下午收盘，沪指涨1.09%收获17连阳，再 度刷新逾10年高点；深证成指、创业板指分别收涨1.75%、1.82%。值得一提的是，昨日A股市场单日成 交额超3.6万亿元，超越2024年10月8日创下的3.49万亿元纪录，再创历史新高。 盘面上，AI应用板块全天领涨，蓝色光标（300058）、汉得信息（300170）、普元信息、科大国创 （300520）等多股涨停；商业航天板块持续走高，核聚变、零售、半导体概念股活跃。总体来看，全市 场超4100只个股飘红，其中201只个股涨停。 A股市场单日成交额超3.6万亿元 据同花顺（300033）iFinD数据，包含昨日（2026年1月12日）在内，A股市场史上共有7个交易日成交 额超过3万亿元。在昨天之前，A股市场成交额历史峰值出现在2024年10月8日，当天A股市场成交额达 到约3.49万亿元，也是A股市场史上单日成交额首次突破3万亿元大关。 另外，在整个2025年一年时间里，A股市场共有4个交易日单日成交额超过3万亿元。而在进入2026年以 来仅6个交易日的时间里，已有两个交易日单日成交额超过3万亿元。 值得注 ...

今日午后，A股三大指数走强。截至收盘，上证指数涨1.09%，深证成指涨1.75%，创业板指涨1.82%，北证50指数涨5.35%。全市场成交额达3.64万亿元。 开源证券研报称，"规划—支付—标准"三位一体，政策先行助力脑机接口产业发展。2025年7月，工信部等七部委发布《关于推动脑机接口产业创新发展 的实施意见》，"十五五"规划将"脑机接口"列为需要前瞻布局的六大未来产业之一。2025年3月，国家医保局为脑机接口设立独立收费项目。此外，脑机 接口术语、数据格式等标准相继出台。我国脑机接口产业处于先进水平。 商业航天概念股持续活跃 今日，商业航天概念继续走强，可控核聚变等板块跟涨。 盘面上，AI应用板块全天领涨。港股AI应用板块午后也持续走强。其中，智谱、微盟集团、金山云等涨幅居前。商业航天板块持续活跃。 脑机接口板块午后走强，消息面上迎来利好。脑机交互与人机共融海河实验室官微12日消息，天津大学脑机交互与人机共融海河实验室团队聚焦无创脑机 接口领域，持续推动科技创新与产业化落地。在航空航天领域，设计开发五代空间站在轨脑机交互系统，完成人类首次"太空脑机接口实验"。 脑机接口板块走强 午后，A股脑机接口概念股 ...

盘面上，AI应用板块全天领涨。港股AI应用板块午后也持续走强。其中，智谱、微盟集团、金山云等涨幅居前。商业航天板块持续活跃。 脑机接口板块午后走强，消息面上迎来利好。脑机交互与人机共融海河实验室官微12日消息，天津大学脑机交互与人机共融海河实验室团队聚焦无创脑机 接口领域，持续推动科技创新与产业化落地。在航空航天领域，设计开发五代空间站在轨脑机交互系统，完成人类首次"太空脑机接口实验"。 今日午后，A股三大指数走强。截至收盘，上证指数涨1.09%，深证成指涨1.75%，创业板指涨1.82%，北证50指数涨5.35%。全市场成交额达3.64万亿元。 脑机接口板块走强 午后，A股脑机接口概念股走强。 | 甜甜 688039 融 | 01.JU 14. LL 10 TLJ, 01 /0 | | --- | --- | | 盈康生命 | 13.28 +12.16% +16.70% | | 创 300143 融 | | | 倍益康 | 56.16 +11.89% +24.91% | | 京A 920199 融 | | | 爱朋医疗 | 43.19 +10.94% +29.70% | | 8 300753 | | | 非 ...

Group 1 - Tesla announced that the global 9 millionth electric vehicle rolled off the production line at its Shanghai Gigafactory [2] - The domestically developed "Xiangyun" AS700 manned airship has received the first production license in China, marking its entry into mass production [2] - Samsung Electronics plans to achieve a monthly production capacity of 250,000 HBM wafers by the end of 2026, a 47% increase from the current capacity of 170,000 wafers [2] Group 2 - China successfully launched the Tianhui-7 satellite using the Long March 4B rocket, which is primarily used for geographic information surveying and scientific research [2]

同日，在湖北省荆门市，航空工业特种飞行器研究所向太仓文旅集团移交"启航钥匙"，完成AS700载人 飞艇批产首艇交付。 图为国产AS700载人飞艇批产首艇交付，太仓文旅集团取得"启航钥匙"。（受访单位供图） 目前，AS700载人飞艇已获42架订单。作为专为低空文旅场景打造的实用化航空器，载人飞艇最大航程 700千米，最大航时10小时，最大飞行速度100千米每小时，最大载人数10人（含1名驾驶员）。（记者 闫睿） 12月30日，由中国航空工业集团所属航空工业特种飞行器研究所自主研制的"祥云"AS700载人飞艇，成 功取得由中国民用航空局颁发的生产许可证，将正式迈入批量生产阶段。 图为12月30日，湖北荆门市，国产AS700载人飞艇获颁生产许可证暨批产交付现场。（受访单位供图） 2024年以来，AS700载人飞艇团队完成了超过187架次、累计602小时的安全试飞。"在此过程中，我们 建立起载人飞艇研发设计、生产制造、试验试飞、服务保障等全链条体系，培育了一支专业化队 伍。"航空工业特种飞行器研究所所长许明轩说。 ...

迈入批量生产阶段，国产载人飞艇AS700获首张生产许可证。 记者今天从中国航空工业集团获悉， 我国自主研制的"祥云"AS700载人飞艇，成功取得 由中国民用航空局颁发的全国首张国产载人飞艇生产许可证（PC证） ，标志着我国首款 按适航标准自主研制的载人飞艇正式迈入批量生产阶段，为国产载人飞艇规模化交付和商 业化运营奠定了坚实基础。 End 欢迎分享给你的朋友！ 出品 | 中国能源报（c n e n e rg y） 编辑 | 闫志强 2024年以来，AS700载人飞艇团队完成了多应用场景超过187架次、累计602小时的安 全试飞，构建起覆盖原材料采购、零部件制造、整艇装配、出厂检测等全流程质量管控体 系，具备了产业化落地的核心能力。这款实用化航空器的规模化落地，不仅将完善我国民 用航空制造产业生态，更为低空旅游、城市安保、文旅消费等多元场景提供创新解决方 案。 作为研制到产业化的核心环节，型号合格证（TC）与生产许可证（PC）共同构成从"设 计批准"到"生产批准"的完整监管闭环体系。此前，AS700载人飞艇已于2023年12月成 功取得TC证。 来源：央视新闻客户端 ...

今年11月，伴随着AS700载人飞艇飞抵鉴水科技城，华东首艇顺利完成交付。从首艇交付到批产订单， 从场景验证到商业运营，国产载人飞艇的研制、生产、取证、交付、运营已全面贯通。 特飞所将以此为契机，加快产品优化和产业布局，持续拓展空中游览、城市安保、航空测绘、应急救 援、研学定制等多元应用场景，推动技术标准与运营模式向更多区域输出，构建共赢生态，助力形成全 国性低空经济产业集群，让国产自主载人飞艇成为制造业升级与地方经济高质量发展的重要纽带。 特飞所实地考察了绍兴飞艇运行基地，与当地政府围绕AS700载人飞艇商业化运营路径、可持续盈利模 式等核心议题达成深度共识，并推动18架购艇订单的落地。从2024年11月中国航展达成购艇意向，到 2025年签订战略合作框架协议和批量订单，双方实现从"单一产品"到"全链合作"的跃升。 何东 摄 近日，AS700"祥云"载人飞艇再传喜讯，航空工业特飞所与浙江空域融合低空产业发展有限公司正式达 成18架载人飞艇采购协议。接踵而至的订单，是央地携手深化合作、拓展低空经济新赛道的新成果，更 彰显了市场对国产载人飞艇的高度认可。 ...

Core Viewpoint - The recent procurement agreement for 18 AS700 manned airships signifies a breakthrough in the industrialization of domestic airship technology, reflecting strong market recognition of Chinese-made airships [1][3]. Group 1: Procurement Agreement - The Aviation Industry Special Flight Research Institute has signed a procurement agreement for 18 manned airships with Zhejiang Airspace Integration Low-altitude Industry Development Co., Ltd, highlighting the market's confidence in domestic airship products [1]. - The agreement follows a series of discussions and assessments regarding the commercial operation and sustainable profit models for the AS700 airship, culminating in a comprehensive consensus with local government [3]. Group 2: Delivery and Production - The first AS700 airship was successfully delivered to Shaoxing Jian Shui Technology City in November, marking the completion of the initial delivery phase and the transition to mass production orders [5]. - The entire process from research and development to delivery and operation of the domestic manned airship has been fully integrated, paving the way for future production and operational enhancements [5]. Group 3: Future Development and Applications - The Aviation Industry Special Flight Research Institute aims to leverage this opportunity to accelerate product optimization and expand its industrial layout, targeting diverse application scenarios such as aerial tourism, urban security, aerial surveying, emergency rescue, and customized educational programs [5]. - The goal is to promote technical standards and operational models across more regions, fostering a win-win ecosystem and contributing to the formation of a national low-altitude economic industrial cluster, thereby linking the upgrade of manufacturing with high-quality local economic development [5].

Core Insights - The successful signing of the DJI Yangtze River Delta Industrial Park project in Shaoxing City, Zhejiang Province, highlights the rapid development and efficiency of the region in establishing a low-altitude economy [1] Group 1: Infrastructure Development - Shaoxing has established a comprehensive low-altitude economic service center and built nine specialized platforms to support the development of the low-altitude economy [2] - The "512" new infrastructure project is underway, with plans to construct five large, ten medium, and 200 small take-off and landing sites, alongside an 800-meter runway for low-altitude testing [2][3] - A low-altitude route network consisting of five main, ten central, and fifty branch lines is being developed, with a total length of 36 kilometers for public low-altitude routes [2] Group 2: Industry Ecosystem - Shaoxing has attracted 27 low-altitude economic projects with a total investment of 33 billion, covering areas such as complete machine research and development, core chips, and system software [4] - The establishment of the DJI Yangtze River Delta Industrial Park is expected to create a low-altitude economic industrial cluster, leveraging DJI's global technology and industry integration advantages [4] Group 3: Application Scenarios - Thirteen urban low-altitude logistics routes have been opened, with a significant increase in delivery efficiency by 70% [6] - The first regular low-altitude bus route in the Yangtze River Delta has been upgraded to connect multiple cities, achieving cross-city travel within one hour [6] - A low-altitude tourism project has been initiated, featuring nine sightseeing routes and a daily visitor capacity exceeding 200 [6] Group 4: Service and Talent Development - The Shaoxing low-altitude economic service center allows businesses to handle 22 services, including drone registration and flight activity reporting [7] - A talent training base has been established to support the industry with specialized training for drone operators and controllers [7] - The region has hosted various high-profile exhibitions to enhance its industry influence and attract global resources [7]

Group 1 - The National Development and Reform Commission and the National Energy Administration have issued guidelines to promote the consumption and regulation of renewable energy, emphasizing the development of high-efficiency and low-cost photovoltaic and wind power technologies, and the pilot construction of ultra-large power deep-sea wind turbines [2] - The Ministry of Industry and Information Technology plans to accelerate the cultivation of application scenarios in key areas such as 5G, artificial intelligence, robotics, and industrial internet [2] Group 2 - China successfully launched 13 low-orbit satellites for satellite internet on November 10, 2025, using the Long March 12 rocket, marking a successful mission [3] Group 3 - The Guangdong Provincial Development and Reform Commission aims to expand major application scenarios in areas such as unmanned systems, deep-sea resource development, and intelligent manufacturing [4] Group 4 - The eighth China International Import Expo concluded with an intended transaction amount of $83.49 billion, a 4.4% increase from the previous year, setting a new historical high [5] Group 5 - Domestic gasoline and diesel prices will increase by 125 and 120 yuan per ton respectively, starting from November 10, 2023, with an average increase of 0.10 yuan per liter for 92 and 95 gasoline and 0 diesel [7] Group 6 - The AS700 manned airship, known as the "Sky Whale," has been officially delivered to Shaoxing, Zhejiang, marking the first delivery of this type in East China [9] Group 7 - Meituan has launched its first AI IDE product, CatPaw, which is now in public testing, featuring intelligent programming capabilities [10] Group 8 - Japan's labor shortage is projected to result in an economic loss of 16 trillion yen (approximately $104 billion) in 2024, highlighting the impact of an aging population on the economy [12] Group 9 - Rumble has signed a merger agreement with German AI company Northern Data, aiming to expand its cloud business and accelerate international expansion [16] Group 10 - Subaru plans to reassess its 1.5 trillion yen (approximately $99.5 billion) electrification investment plan, focusing on cost savings and reallocating some investments towards hybrid and internal combustion engine vehicle development [17]