B[2027 Shanghai Commercial Aerospace Conference scheduled for March 17] "Science and Technology Innovation Board Daily" reported on the 19th that the 2027 Second Shanghai Commercial Aerospace Conference and Exhibition (CACE2027) will be held at the Shanghai World Expo Exhibition and Convention Center from March 17 to 19, 2027. This exhibition will be upgraded to a comprehensive exhibition integrating aviation, aerospace, and Beidou navigation systems. The exhibition area will be expanded to 25,000 square meters, a 67% increase from the first exhibition. It is planned to attract more than 550 companies and 45,000 professional visitors. The exhibition has seven special exhibition areas, covering the entire industry chain of "satellites, rockets, testing, transportation, use, and investment", and focusing on displaying cutting-edge technological achievements such as reusable rockets, satellite intelligent manufacturing, and aerospace AI. (Kechuangban Daily reporter Li Mingming) B[OpenSpace open source space ecology releases the first phase of the open source computing constellation with 2,600 satellites planned] "Science and Technology Innovation Board Daily" reported on the 17th that on October 17, 2026, at the 2026 Kaiyun Aerospace AOE Ecology Conference, the OpenSpace open source space ecology was officially released. Beijing Kaiyun United Information Technology Group Co., Ltd., together with representatives from industry-university-research funding units such as Oriental Space, Galaxy Aerospace, Beijing University of Aeronautics and Astronautics, China Space Foundation, China Business Hui Investment (Shenzhen) Private Equity Fund Management Co., Ltd., University of Aerospace Engineering, Zhejiang Branch of China People's Property Insurance Co., Ltd., the nine parties jointly launched the OpenSpace open source space ecosystem and open source community, and witnessed the release of the open source computing constellation plan. The open source computing constellation released simultaneously deeply integrates general computing, intelligent computing, super computing, edge computing and quantum computing to build satellites into on-orbit "space servers". The first phase of the constellation plans to launch 2,600 satellites, including 1,000 general computing satellites, 1,000 intelligent computing/supercomputing satellites, 500 edge computing satellites, and 100 quantum computing satellites. (Kechuangban Daily reporter Li Mingming) B[From "flying" to "using" low-altitude economy farewell concept competition] October 17th, from agricultural drones over rice fields to manned aircraft in urban skylines, low-altitude economy is moving from "concept proof" to "application landing". Recently, reporters investigated low-altitude economic enterprises such as Guangzhou XAG Technology Co., Ltd., Guangdong Gaoyu Technology Co., Ltd., and Guangdong Huitian Aerospace Technology Co., Ltd., and found that enterprises have intensively released signals of industrialization - the prices of new products have continued to drop, mass production factories have been completed one after another, and commercial orders have continued. The industry is no longer simply chasing concepts, but competing for delivery capabilities, cost control, and operational strength. The low-altitude economy is entering an accelerated implementation stage marked by real orders, real scenarios, and real delivery. (China Securities Journal) B[What are the main considerations for the photovoltaic technologies to be added? Ministry of Commerce's response] On October 16, the spokesperson of the Ministry of Commerce answered reporters' questions on the revision of the "China's Catalog of Export Prohibited and Restricted Technologies". Q: What are the main considerations for the photovoltaic technologies to be added?
Answer: This time, it is planned to add 12 photovoltaic technologies in polysilicon manufacturing, silicon wafer manufacturing, battery manufacturing and other aspects to the "Catalogue". The main considerations are as follows:
The first is to safeguard national security and interests. In recent years, the application of photovoltaic technology in sensitive fields such as aerospace, national defense, unmanned equipment, and high-security infrastructure has continued to expand. The national security risks that may be caused by the export of photovoltaic technology have continued to rise, and it is necessary to implement timely and appropriate supervision.
The second is to support the sharing of green technology. The scope of technologies listed this time is limited, and other technologies that do not meet the control indicators can still be exported freely. The announcement lists a small number of key photovoltaic equipment, which is only intended to carry technologies that meet the control indicators. In principle, the requirements of this announcement do not apply to other photovoltaic equipment not listed.
The third is to improve the technology export supervision system. The export of key photovoltaic technologies often occurs with the export, installation, commissioning, improvement and upgrading of photovoltaic production lines. Export operators engaging in the above activities should apply for a technology export license in accordance with regulations, and handle relevant procedures such as foreign exchange, banking, taxation, and customs with the certificate. A[Comment: GEM index opened high and fell 0.39%, military industry and low-level economic direction collectively strengthened] On October 16, the three major indexes had mixed gains and losses, the Shanghai Index closed in the red, and the GEM index narrowed its decline in late trading. Some broad-based ETFs saw heavy volume again in late trading, among which the CSI 300 ETF Huatai-PineBridge (510300) had a turnover of over 11 billion yuan, and the SSE 50 ETF ChinaAMC (510050) had a turnover of over 3 billion. The turnover of Shanghai and Shenzhen stock markets was 1.56 trillion, a decrease of 77.6 billion from the previous trading day. More than 3,300 stocks across the market rose. On the market, military industry Jinaobo, Great Wall Military Industry, Dawn Aviation, Guangdong Hongda, and Aerospace Chenguang rose by the daily limit; low-altitude economic concepts rose rapidly, with more than ten constituent stocks rising by the daily limit, Wanfeng Aowei, CITIC Haizhi, Baolong Technology, and Yingboer rose by the daily limit; Fujian Xiamen Xinda and Fujian Cement both rose by the daily limit; carbon fiber Jilin Chemical Fiber rose by the daily limit, and Zhongjian Technology rose by more than 10%. In terms of decline, the PCB concept fluctuated and fell, with Baoding Technology and Tianjin Pulin falling to the limit, Yihao New Materials, Jinlu Electronics, Sihui Fushi, etc. all falling; the CRO concept weakened, and WuXi AppTec once hit the limit during the session. As of the close, the Shanghai Composite Index rose 0.24%, the Shenzhen Component Index fell 0.12%, and the ChiNext Index fell 0.39%. A[Afternoon Commentary: The Shenzhen Component Index rose by more than 1% in half a day as the military sector broke out] On October 16th, the Shanghai Stock Exchange Index opened higher and moved higher in early trading, while the ChiNext Index and the Shenzhen Component Index opened higher and fell back before oscillating and rising again. The half-day turnover of the Shanghai and Shenzhen stock markets was 962.6 billion, a decrease of 19.2 billion from the previous trading day. More than 4,800 stocks across the market rose. On the market, hot spots rotated rapidly, and the military industry sector broke out. More than a dozen constituent stocks hit their daily limit, Hangfa Technology had three boards in four days, Great Wall Military Industry, Jinaobo, Dawn Airlines, Guangdong Hongda, and Aerospace Chenguang hit their daily limit; low-altitude economic concepts were active, Wanfeng Aowei, CITIC Haizhi, and Baolong Technology hit their daily limit; Fujian Xiamen Cinda and Fujian Cement both hit their daily limit; Real Estate Shenzhen Property A and Xincheng Holdings closed their daily limit. In terms of decline, the PCB concept fluctuated and fell, Sihui Fushi fell by more than 10%, and Yihao New Materials, Baoding Technology, Jinlu Electronics, etc. fell one after another. As of the close, the Shanghai Stock Exchange Index rose 0.95%, the Shenzhen Component Index rose 1.19%, and the ChiNext Index rose 0.96%. B[Military industry sector is active again, Great Wall Military Industry reaches daily limit] On October 16th, the military industry sector became active again in early trading, with Great Wall Military Industry reaching daily limit, Dawn Airlines rising by more than 10%, Northern Changlong, Shengnan Technology, Xinyu Guoke, and Tianqin Equipment rising rapidly. According to the news, the 16th China International Aerospace Expo will be held in Zhuhai, Guangdong from December 7 to 13, 2026. The scale of this air show has reached a new high, the breadth of international cooperation continues to expand, and the dimension of exhibitions has accelerated. Various new equipment of the Chinese Air Force and Navy will be unveiled on the same stage. B[Military industry sector is active, Aviation Technology is on the 2nd board] On October 14th, the military industry sector is active, Aviation Technology is on the 2nd board, Hongdu Airlines, Longda Holdings, Aviation Power, AVIC Xicheng, Guoke Military Industry followed the rise. According to the news, the 16th China International Aerospace Expo will be held in Zhuhai from December 7 to 13, 2026. There will be more than 1,100 exhibitors, and the "first exhibition" and "first show" exhibits will account for about 10%. B[Military industry sector was active in the afternoon, Hangfa Technology rose by the daily limit] On October 13, the military industry sector was active in the afternoon, with Hangfa Technology rising by the daily limit, followed by Jianglong Shipbuilding, Northern Changlong, Guoke Military Industry, Science and Technology Navigation, Hongdu Airlines, and Lianshi Airlines. According to the news, the 16th China International Aerospace Expo will be held in Zhuhai from December 7 to 13, 2026. There will be more than 1,100 exhibitors, and the "first exhibition" and "first show" exhibits will account for about 10%. B[A batch of China's self-developed heavy equipment will be unveiled at the Zhuhai Air Show] October 13th, a press conference for the 16th China International Aeronautics and Astronautics Expo was held in Beijing on October 13th, focusing on the preparation progress and exhibition highlights of this air show. According to the press conference, a batch of products representing the latest independent innovation achievements of China's aerospace and defense science and technology will be unveiled. The Aerospace Science and Technology Group exhibited five major themes: "Entering and entering space, utilizing space, exploring space, integrated air and ground defense, and low-altitude economy". Aerospace Science and Industry focused on launching a new integrated air defense system and an upgraded anti-drone system. Aviation Industry Corporation of China participated in the exhibition with more than 370 products in the fields of complete aircraft, airborne, technology, manufacturing and other fields, an increase of more than 30% from the previous session, demonstrating to the global audience the hard-core strength and innovative vitality of China's aviation industry after 75 years of development. China Aviation Development Corporation will exhibit nearly 90 types of aero engines, gas turbines, related test facilities, typical parts and components, advanced materials and other products, nearly half of which are making their public debut for the first time. CETC exhibited 550 cutting-edge products, of which 73 military products were exhibited for the first time.
The total number of exhibits of the Ordnance Industry Group will reach 468, including 144 newly developed and improved exhibits, accounting for more than 30%. For the first time, China Electronics has demonstrated a series of star equipment, products, and solutions such as a full-area integrated communication system, a regional integrated electronic information system, heterogeneous drone swarm collaborative combat equipment, and AI-enabled deep network security products. COMAC has renovated and built a commercial aircraft industry pavilion to comprehensively display the collaborative development results of the large aircraft industry chain and the achievements of industrial ecological construction. (CCTV News) B[More than 3,000 pieces of equipment were exhibited at the China Air Show, about 10% of which were “first exhibitions” or “debuts”] October 13th, a press conference for the 16th China International Aeronautics and Astronautics Expo was held in Beijing on October 13th, focusing on the preparation progress and exhibition highlights of this air show. According to the relevant person in charge, this air show has constructed a "one exhibition, multiple venues" exhibition area pattern, with an indoor exhibition area of nearly 150,000 square meters, and the scale of the exhibition has been further expanded. The dynamic flight show support area has been expanded externally, and the outdoor exhibition and support area has increased to 335,000 square meters. At present, more than 1,100 companies from nearly 50 countries and regions have actively participated in the exhibition, with more than 3,000 pieces of exhibiting equipment, and "first exhibition" and "first show" exhibits account for about 10%. B[The 16th China Air Show will be held from December 7 to 13, and the scale of the exhibition has reached a new high] On October 13, a press conference for the 16th China International Aerospace Expo was held in Beijing on October 13, focusing on the preparation progress of this air show and the highlights of the exhibition. According to the press conference, the 16th China Air Show will be held in Zhuhai, Guangdong from December 7 to 13, 2026. The scale of this air show has reached a new high, the breadth of international cooperation continues to expand, and the dimension of exhibitions has accelerated. It will use the new pattern of "one exhibition and three zones" to show the world the open mind, innovative vitality and development confidence of China's aerospace industry, and further promote global aerospace exchanges and cooperation. This air show is not only a world-class aerospace event, but also an international aerospace and defense event. Various new equipment of the Chinese Air Force and Navy will be unveiled on the same stage. The results of building new combat capabilities will be presented systematically, fully demonstrating the good image of the people's army as open, confident and defending peace. B[More than 80 listed companies have received institutional investigation since October] On October 12, Wind data showed that as of press time on October 11, 82 A-share listed companies had received institutional investigation since October. Judging from the survey content, investors are more concerned about the research and development progress of core products, the impact of raw material price changes on gross profit margins, and business exports. Judging from the number of surveys received by institutions, companies such as Ellis, Aerospace Nanhu, Feilihua, Taihong Wanli, and China National Heavy Duty Truck ranked top. From an industry perspective, listed companies in electrical equipment, auto parts, application software, chemicals, electronic components and other industries have received high attention from institutions. (China Securities Journal) B[China and France Hold Strategic Dialogue] On October 10, according to the website of the Ministry of Foreign Affairs, on October 10, 2026, Wang Yi, member of the Political Bureau of the CPC Central Committee and Director of the Foreign Affairs Office of the CPC Central Committee, held the 28th China-France Strategic Dialogue with French Presidential Foreign Affairs Advisor Bonn in Datong. They had long-term and in-depth communication on deepening China-France strategic cooperation and reached broad consensus. Both sides also affirmed the positive results achieved by the China-EU trade and investment consultation mechanism.
Wang Yi said that the China-France Strategic Dialogue is the first high-level strategic consultation mechanism established between China and Western powers. It has played an important role as China-France relations have grown. In particular, it has served the heads of state diplomacy, consolidated political mutual trust, and demonstrated the due responsibilities of a major country. At present, the international situation is becoming more volatile and chaotic. China is willing to work with France to implement the consensus reached by the two heads of state, maintain strategic communication, enhance strategic mutual trust, make new efforts for the stability and long-term development of China-France and China-EU relations, and make new efforts to promote world peace, stability and development.
Wang Yi said that China is willing to maintain high-level exchanges with France, continue to expand and strengthen cooperation in traditional fields such as aerospace and nuclear energy, expand cooperation in emerging fields such as advanced manufacturing, green and low-carbon, and artificial intelligence, and deepen exchanges in education, culture, youth, sports, and local areas. It is hoped that France will provide policy support and a good environment for Chinese companies to invest and start business in France. China and France are both major countries that adhere to independence and multilateralism. They should continue to strengthen communication and coordination within the framework of the United Nations, jointly promote the implementation of the four major global initiatives proposed by President Xi Jinping, and work together to build a more fair and reasonable global governance system. The Taiwan issue is related to China's sovereignty and territorial integrity. We hope that France will abide by its one-China policy commitment and safeguard the political foundation of China-France relations.
Bonnet said that the friendship between France and China is profound. In 1973, the first French president to visit China visited Datong, leaving a good story in the relations between the two countries. France is willing to inherit its historical friendship with China and continue to build a comprehensive strategic partnership featuring mutual respect, friendship and mutual trust that is solid and dynamic. France adheres to the one-China policy and there will be no change in this. It is expected that the two sides will intensify high-level exchanges, strengthen people-to-people and cultural exchanges, and deepen mutually beneficial cooperation in various fields such as agriculture, nuclear energy, outer space, the Internet, artificial intelligence, and new technologies, so as to better benefit the two peoples. France will continue to provide a predictable business environment for Chinese companies to invest in France. France positively evaluates China's initiative and is willing to strengthen multilateral cooperation with China and play a more constructive role in the international community's cooperation in responding to global crises and achieving common development.
Wang Yi said that the positive progress achieved at the second regular meeting of the China-EU Trade and Investment Consultation Mechanism shows that the two sides, as comprehensive strategic partners, can properly handle economic and trade differences through dialogue, defend the concept of multilateralism, maintain the free trade system, and promote China-EU relations to return to a stable and healthy development momentum. It is expected that France, as a core member of the EU, will continue to play a constructive role in China-EU mutually beneficial cooperation.
Wang Yi emphasized that trust is the background and foundation of China-EU relations, and economic and trade differences are only a phased phenomenon. Both sides should adhere to the positioning of partners and the tone of cooperation, put trade issues at an appropriate position in China-EU relations, promote "win-win", avoid "lose-lose", and achieve "upward balance" rather than "downward balance". Bona said that this EU-China trade and investment consultation is an important step in a positive direction. Europe needs China for its development. The EU does not want to fight a trade war with China or seek "decoupling" from China. It is willing to be a credible and reliable partner of China, define EU-China relations with balance and cooperation, and achieve common development with the spirit of trust and contract.
The two sides also had an in-depth exchange of views on the Ukraine crisis, the situation in the Middle East and other issues. Both sides agreed to continue to give full play to the role of the strategic dialogue mechanism and maintain dialogue, communication and coordination of international affairs. A[Central Committee of the Communist Party of China and the State Council: Promote cross-industry and cross-regional integration and avoid “involution” competition] On October 9, the Central Committee of the Communist Party of China and the State Council issued the “Opinions on Developing New Productivity”. It pointed out that emerging industries should be cultivated and strengthened. Efforts will be made to create emerging pillar industries. Accelerate the development of strategic emerging industries such as new generation information technology, new energy, new materials, intelligent connected new energy vehicles, robots, biomedicine, high-end equipment, aerospace, etc., build strategic emerging industry clusters with unique characteristics and complementary advantages according to local conditions, and promote resource aggregation, subject concentration, achievement integration, division of labor and cooperation. Deepen the professional division of labor within industries and products, promote cross-industry and cross-regional integration, and avoid "involution" competition. Establish a cross-regional industrial collaboration mechanism with the industrial chain as the leading role and enterprises as the main body, and support the eastern region to drive the central, western and northeastern regions to develop emerging industries according to local conditions. On the premise of ensuring safety, we will promote the healthy and orderly development of low-altitude economy and commercial aerospace.
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