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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 consumer electronics fluctuated higher than the daily limit of Tianjian and Yingtong Communication, while Tianjian and Yingtong Communication fluctuated higher than the daily limit. Zhongke Lanxun rose more than 8%, followed by Rambler, Guoguang Electric, hivi Technology and Zhuoyi Technology.Sora concept stocks fell, Huayang Lianzhong fell, Easy Point World, Fushi Holdings fell more than 8%, and Wanxing Technology fell nearly 5%.

Six countries' chemical companies set up resource recycling companies, including new material technology research and development business. According to the enterprise survey APP, Hubei Xingyang Resource Recycling Co., Ltd. was recently established, with the legal representative of Xu Jinchong and the registered capital of about 145 million yuan. Its business scope includes: new material technology research and development; Manufacturing of eco-environmental materials; Sales of eco-environmental materials; Lime and gypsum manufacturing; Manufacturing of light building materials; Environmental consulting services; Processing of renewable resources, etc. Enterprise equity penetration shows that the company is jointly owned by Hubei Huiyang New Materials Co., Ltd. and dangyang city Jiantou Asset Management Co., Ltd., a subsidiary of Liuguo Chemical.South Korean prosecutors seized and searched the South Korean Special Forces Command. (CCTV News)Trump nominated ron johnson as the US ambassador to Mexico.

Huaneng International and others set up a new energy company in Nanjing. According to Tianyancha App, Huaneng (Nanjing Jiangning) New Energy Co., Ltd. was established on December 9, with the legal representative of Wang Changbin and the registered capital of 164 million RMB. Its business scope includes power generation business, power transmission business, power supply (distribution) business, construction project supervision, wind power generation technical service, energy storage technical service, solar power generation technical service, and investment activities with its own funds. The company is jointly owned by Huaneng International Power Jiangsu Energy Development Co., Ltd. and Sino-Singapore Green Investment Private Co., Ltd. under Huaneng International (600011).Adani Port Company withdrew its loan request of US$ 553 million from the United States. On December 10th, local time, Adani Port Company stated that it would provide funds for its Colombo Port Terminal Project through internal accrual project and capital management plan, and withdrew its request for funds from DFC. DFC said last year that it would provide $553 million in financing for the port terminal project, which is partly owned by Adani Group. Last month, gautam Adani, the chairman of Adani Group, and seven other men were charged in the federal court in new york on suspicion of large-scale bribery and fraudulent schemes.The opening rate of Maotai in 1935 increased, and today's wholesale reference price rose slightly. The latest wholesale reference price disclosed by today's wine price shows that on December 11th, Maotai reported 690 yuan/bottle in 1935, and Han sauce (Pu) reported 295 yuan/bottle, which were higher than the previous day by 5 yuan; In 24 years, the original box and bulk bottle of Feitian Maotai were reported at 2270 yuan/bottle and 2215 yuan/bottle respectively, which was the same as the previous day.