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Shanxi Securities: The launch of new OpenAI products catalyzes the demand for low-orbit satellite to continue to accelerate. Shanxi Securities Research Report pointed out that 1) The "Open AI 12 Days" activity was held, and the official version of o1 &pro and the full version of ChatGPT pro o1 were released faster and more powerful than o1 preview, and they performed better in code, mathematics and writing, and still possessed the original ability of picture reasoning. With the marginal cost of training continuing to increase and cot reasoning computing power continuing to increase, the computing power demand in 2025 is real and may continue to exceed expectations. It is suggested that the current optical module, copper connection, power supply and liquid cooling should be switched to the low valuation of 2025 performance. 2) Amazon shows trn1 ultra cabinet products, and cloud manufacturer ASIC brings incremental demand for copper connection. Cloud manufacturers' self-developed ASIC will bring important demand increment for high-speed copper connection. At present, copper connection system component manufacturers are concentrated overseas, while bare wire supporting capacity is concentrated in China. 3) Last week, Yuanxin Qian Fan's third networking satellite was successfully launched in Taiyuan, and SpaceX mobile phones were directly connected to satellite networking for commercial use. The development of LEO satellite Internet is related to 6G standard discourse right, orbital frequency resources and the game of international air and space infrastructure powers, which is expected to force the launch of LEO constellation in China to accelerate again. Under the catalysis of continuous events, the relevant targets of the industrial chain are expected to usher in a certain performance contribution and drive the double-click market.The concept of quantum technology was active at the beginning of Fudan Fuhua 2 board, and the concept of quantum technology was active at the beginning. Starlight, Geer Software and Fudan Fuhua had daily limit, and Guo Dun Quantum, Jida Zhengyuan and Feilixin collectively opened higher.The dollar just hit the 7.2500 yuan mark against the offshore RMB, falling by 0.09% in the day; The US dollar against the onshore RMB was recently reported at 7.2465 yuan, down 0.04% in the day.

The yield of main inter-bank interest rate bonds rose rapidly, with the yield of 10-year bonds "24 interest-bearing bonds 11" rising by 1.35bp, the yield of 30-year bonds "24 special bonds 06" rising by 1.6bp, and the yield of 20-year bonds "24 special bonds 05" rising by 2bp.Shanghai Electric discussed new energy cooperation with South Korea's Hyosung Group. According to Shanghai Electric, on the morning of December 9, Leo, Party Secretary and Chairman of Shanghai Electric Group, went to Seoul, South Korea to visit South Korea's Hyosung Group and held talks with its president Zhao Xianjun. The two sides had in-depth exchanges on joint ventures and cooperation in the field of new energy. Zhao Xianjun expressed the hope that the two sides will strengthen cooperation in the fields of wind power and hydrogen energy and jointly explore Korean and overseas markets. During the talks, the two sides also discussed the cooperation potential in the fields of hydrogen energy and power grid equipment, and sought cooperation opportunities in technology research and development, project investment and market development.Hong Kong stock Fosun's tourism culture opened 83.25% higher. In the news, the company plans to privatize at a premium of about 95.00%.

Del Co., Ltd.: The solid-state battery trial production line that the company is preparing is used for sample trial production. Del Co., Ltd. said on the interactive platform that the trial production line that the company is preparing is used for sample trial production, and the application scenarios of solid-state battery products in the future are very wide, including power batteries, consumption, energy storage and many other fields.South Korea's KOSPI index rose 1% to 2,442.31.Haosen Intelligent: It has started to reserve technology in the field of humanoid robot application and equipment. Haosen Intelligent said on the investor interaction platform that the company, as an integrated supplier of intelligent production lines and intelligent equipment, has profound automation, intelligence, informationization and flexibility in the fields of automobile and industrial manufacturing. At present, we have started to reserve technology in the field of humanoid robot application and equipment, which can provide integrated solutions for humanoid robots and AMR robots, and simultaneously lay out humanoid robot production lines and test benches.