The Ministry of Industry and Information Technology announced plans to accelerate the cultivation of three types of industrial internet platforms. According to a message on its website on January 13, the recently issued "Action Plan for Promoting High-Quality Development of Industrial Internet Platforms (2026-2028)" proposes driving high-quality development from four aspects through "four actions," including platform cultivation and optimization, platform data aggregation and intelligence enhancement, platform large-scale application, and platform ecological support.

Eight government departments have introduced 14 measures to promote the silver economy. The Ministry of Civil Affairs announced on January 13 that several measures jointly issued encourage strong support for technology-empowered elderly care services, promoting technological breakthroughs and product development, and actively exploring technologies like brain-computer interfaces to provide technological support for the elderly with declining physical functions.

The National Development and Reform Commission stated it will lead the formulation of the "15th Five-Year Plan" for the circular economy this year. At a policy briefing held by the State Council Information Office on January 13, Vice Chairman Zhou Haibing said the Action Plan is China's first specialized document to make systematic arrangements for comprehensive solid waste management, aiming to fill institutional gaps in key areas.

Shanghai has released 28 policies to promote the integrated development of consumption and the service sector. According to the Shanghai Municipal People's Government website on January 13, the measures focus on six key industries—finance, information services, transportation, culture/sports/entertainment, lifestyle services, and inspection/certification—launching 28 policy initiatives to optimize supply and expand consumption synergistically.

Eight departments have issued a document promoting the silver economy with 14 measures to cultivate elderly care service business entities and encourage the development of the elderly care service robot industry. The Ministry of Civil Affairs and seven other departments jointly issued the measures, which include encouraging business entities to build and promote their brands.

The Ministry of Industry and Information Technology has issued an implementation plan for the high-quality development of industrial internet platforms, advancing AI empowerment. The plan focuses on three core directions: differentiated development, AI empowerment, and scenario application, driving the platform system's transition from "broad quantity" to "high quality and efficiency."

The first batch of fund Q4 2025 reports show high-position allocations in tech growth stocks. As mutual funds begin disclosing their Q4 2025 reports, funds from companies like Debon Fund, Tongtai Fund, and Eastmoney Fund have taken the lead. Overall, many funds maintained high仓位运作 and adjusted their holdings. Looking ahead, several fund managers indicated a focus on emerging growth sectors like robotics and AI applications.

Signing an order exceeding 120 billion yuan with Ronbay Technology and investing 3.175 billion yuan for a stake in Fulin Precision, CATL is aggressively securing its position in the lithium carbonate industry chain. On the evening of January 13, Ronbay Technology and Fulin Precision disclosed major collaborations with CATL. Ronbay signed a procurement agreement for lithium iron phosphate cathode materials with total sales exceeding 120 billion yuan. Fulin Precision plans to introduce CATL as a strategic investor via a private placement, raising 3.175 billion yuan for a project with an annual capacity of 500,000 tons of high-end energy storage-grade lithium iron phosphate.

The Action Plan for High-Quality Development of Industrial Internet Platforms has been released, aiming to basically establish a new-generation platform ecosystem within three years and help enterprises seize the development opportunity of "AI + manufacturing." The MIIT announced on January 13 that it recently issued the plan, which proposes that by 2028, significant progress will be made, with a multi-tiered platform system continuously expanding, over 450 influential platforms, industrial equipment connections exceeding 120 million units, and platform penetration rate surpassing 55%.

Rising costs in memory, metals, and batteries are creating resonance, prompting automakers to launch a "defensive battle" against supply chain costs. Driven by intelligentization and electrification, the automotive industry faces an unprecedented test from cost pressures in these areas. The dual challenges of soaring memory chip prices and supply shortages are increasingly affecting the core of the automotive supply chain. Industry insiders predict that the supply fulfillment rate for memory chips might be below 50% this year.

Over 120 billion yuan! Ronbay Technology secures a major order from CATL. Ronbay Technology signed a massive order for 3.05 million tons of lithium iron phosphate with CATL, with total sales exceeding 120 billion yuan. The company announced that, starting Q1 2026 through 2031, it is expected to supply CATL's domestic operations, which is anticipated to positively impact future operating performance.

Over 140 companies have disclosed annual performance forecasts, with 19 achieving a doubling of net profit. On January 13, WUXI APPTEC released its 2025 performance pre-announcement, forecasting revenue of approximately 45.457 billion yuan, a year-on-year increase of about 15.84%, and net profit attributable to shareholders of approximately 19.151 billion yuan, a surge of about 102.65%, both reaching record highs.

The export tax rebate "phase-out" is stimulating the release of lithium carbonate demand. Since the start of 2026, lithium carbonate futures prices have experienced a strong rally, with the main contract 2605 successively breaking through the 150,000, 160,000, and 170,000 yuan per ton barriers. As of January 13, the contract closed at 166,900 yuan/ton, up 7.44%, accumulating a gain of 37.25% since the beginning of the year and hitting a new high since September 20, 2023.

Decoding the 2026 new "National Subsidy" policy: leveraging digital vitality and empowering home appliance upgrades. At the beginning of 2026, a new round of subsidies officially took effect, with 62.5 billion yuan in initial ultra-long-term special government bond funds precisely injected into the market. The policy focuses on large-scale equipment updates and consumer goods trade-ins, covering key areas like automobiles, home appliances, and digital smart products, while adding projects related to public concerns.

Apple will launch a new version of Siri based on Google's Gemini model, among others. On January 12 local time, Apple and Google simultaneously announced a multi-year cooperation agreement. Apple's next-generation foundational model will directly utilize Google's Gemini model and Google Cloud infrastructure, with the first implementation scenario being "a new version of Siri expected to launch later this year." Following the news, Google's stock price rose 1.09%.

Kweichow Moutai is effectively advancing the market-oriented transformation of its marketing system. Since the start of 2026, Kweichow Moutai Co., Ltd. has accelerated its market-oriented transformation. On the evening of January 13, the company announced that its board reviewed and passed the "2026 Kweichow Moutai Market-Oriented Operation Plan," which aims to better adapt to market and consumption trends and genuinely advance a consumer-centric, demand-driven marketing system transformation.