Core Viewpoint - The importance of new energy storage and new power systems is increasing in the context of global energy green and low-carbon transformation, with Chinese energy storage companies exploring "indirect overseas expansion" strategies to navigate international challenges and enhance their global presence [1][3]. Group 1: Industry Trends - The global installed capacity of energy storage is expected to reach approximately 270 GW by 2026, making overseas markets a critical battleground for China's new energy storage industry [3]. - The Guangdong province has established a comprehensive energy storage industry chain covering battery materials, energy storage cells, inverters, system integration, and recycling, with significant investments and project developments underway [7]. - The new energy storage industry in Guangdong has seen a total investment exceeding 340 billion yuan, with an expected annual output value of over 700 billion yuan upon reaching full production [7]. Group 2: Strategic Approaches - Companies are adopting "indirect overseas expansion" by providing key materials and core components to downstream system customers, leveraging their channels and networks for efficient market entry [1][4]. - A total of 22 new energy storage ecosystem companies, including Huawei and Southern Power Grid, signed agreements to explore innovative models for industry expansion and zero-carbon development, focusing on advanced technologies like solid-state batteries and sodium-ion batteries [2][4]. - The establishment of industry alliances is enabling companies to transform single-point technological breakthroughs into comprehensive engineering capabilities and market supply strength for global expansion [4][6]. Group 3: Policy and Support - The Guangdong government has introduced a "1+N+N" policy package to support the new energy storage industry, covering aspects such as industrial planning, technological innovation, and financial support [8]. - The Guangdong New Energy Storage Industry Investment Fund has been established with an initial scale of 5 billion yuan, focusing on investments in semi-solid/solid-state batteries, sodium-ion technology, hydrogen storage, and high-end equipment manufacturing [8]. - The establishment of the National New Energy Storage Innovation Center aims to promote technological breakthroughs and industry collaboration, creating a comprehensive innovation platform for the energy storage sector [6].

（监控视频画面，企业供图） （原标题：桥梁监测触发14次超限预警，广东交通集团超万人迎击"桦加沙"） 南方财经记者伍素文 广州报道 9月24日上午8点半，广东交通集团再次召开超强台风"桦加沙"防御工作调度会。 集团所属70个路段（项目）预置应急队伍427支，合10803人；准备挖掘机371台、推土机152台、吊机 458台、发电机415台、抢险车辆1615台、抽水泵469台、电锯1416台，还有彩条布、木桩、反压吨袋等 抢险物资。为防止通讯中断，特别准备卫星电话204台。此外，集团在粤西区域机动备用两组力量，配 备应急机械设备19台、主要人员23人，分别安排在阳江阳阳高速双捷养护工区、湛江机场高速龙头养护 工区待命。 台风过后，对桥梁、道路的影响如何，及时监测、检测非常重要。广东交通集团公路基础设施检测、监 测力量均提前预置，其中应急检测小组共预置53人，分布在东莞、中山、珠海、江门、阳江、茂名、湛 江和汕头，预置桥梁检测车17台，根据特大桥梁位置，分别安排珠海1台，中山1台，茂名4台，湛江1 台，还有10台在佛山随时待命。 据悉，桥梁监测触发14次超限预警（崖门大桥、深中大桥、金马大桥、潮惠榕江大桥黄色拉索 ...

Core Points - The strongest typhoon "Haikui" is about to make landfall, leading to the implementation of "five stoppages" measures in multiple regions of Guangdong, including Guangzhou, Shenzhen, and Foshan [1] - All high-speed and regular trains in Guangdong province will be suspended for the entire day on September 24 [1] - Baiyun Airport in Guangzhou has canceled 405 domestic flights and 67 international and regional flights as of 11:20 AM on September 24 [1] - Baiyun Airport planned 417 flights for the day, with 184 departures and 233 arrivals, but weather conditions will continue to affect operations over the next two days [1] - Shenzhen Bao'an Airport has reported zero executed flights as of the same time [1] - Airports are advising travelers to closely monitor flight updates and adjust their travel plans accordingly due to the typhoon [1]

Core Insights - The gold market has experienced a significant surge in 2023, with COMEX gold and SHFE gold prices increasing by 43.77% and 36.73% respectively as of September 24, 2025 [1] - Pop Mart, a leading player in the trendy toy industry, has entered the gold market by launching the "Baby Molly" gold series, which has attracted attention from young consumers [1][2] Company Overview - Pop Mart's "Baby Molly" gold series features a variety of gold products priced from 980 yuan to 56,800 yuan, appealing particularly to young female consumers who are fans of the Molly IP [1][2] - The "Baby Molly" series is the only gold product line currently offered by Pop Mart, and it has gained popularity since its launch [1] Industry Trends - The term "pain gold" refers to gold products that incorporate popular anime IPs, appealing to young consumers who value both investment and personal interest [2][3] - The strong performance of the Molly IP has contributed to Pop Mart's revenue growth, with the IP generating 1.36 billion yuan in revenue in the first half of 2025, a 73.5% increase year-on-year [2][3] - The pricing of "pain gold" products is typically 2 to 3 times the market price of regular gold, reflecting the added emotional value and brand appeal [3] Financial Performance - Pop Mart reported a revenue of 13.88 billion yuan in the first half of 2025, a 204.4% increase year-on-year, with an adjusted net profit of 4.71 billion yuan, up 362.8% [3] - The company's performance in the gold market remains to be seen, as it transitions from the trendy toy sector [3]

21世纪经济报道记者翁榕涛实习生胡剑铭马雨欣深圳报道 过去动辄几千块钱一支的智能录音笔，在互联网巨头和众多初创公司的激烈竞争下，已经下沉到百元级 市场。 一张信用卡大小、磁吸在手机背面的超薄卡片，轻按两秒启动录音，录音结束后手机端的App可以快速 生成文字速记以及会议纪要，这种磁吸卡片录音笔由深圳一家成立不到四年的初创企业Plaud推出，因 为轻巧便捷和功能完善，成为录音硬件的市场新宠，并引发了互联网巨头、华强北小公司的模仿跟进。 9月22日，Plaud正式宣布进入国内市场，同时发布Plaud Note Pro、Plaud NotePin S等多款AI录音设备。 Plaud是一家土生土长的深圳企业，却在创业之初另辟蹊径，过去几年都在大陆以外的地区和国家销 售，选择了"中国制造-海外销售-转回国内"的路径。 回过头来看，这是一个较为明智的决定。当时国内竞争较为激烈，同时以科大讯飞为代表的头部企业占 据较大优势。数据显示，当前中国支持实时转写的AI录音笔在市场占比已经超过35%；语音转写技术转 化率从2021年的68%到2025年已升至87%。 Plaud创始人许高是一位连续创业者兼投资人，拥有超过10年科技行业 ...

南方财经全媒体记者 孙诗卉 日前，北京市民政局发布《关于进一步做好养老服务机构综合责任保险的意见》（简称《意见》）。根 据该文件，意外伤残或身故责任、法律费用、第三者责任及其他应纳入保险范围的养老服务机构责任均 在保险理赔范围之列。 随着我国老龄化进程的加速，社会对多层次、多元化养老保障的需求日益迫切，驱动着保险行业不断进 行产品与服务创新，以满足老年人及其家庭在风险保障、财富管理与健康服务等方面的需求。 业内认为，该文件的推出，意味着养老机构综合责任实现"应保尽保"。除了北京以外，记者了解到，北 京、新疆、河北、上海等地均发布相关文件，旨在通过政府补贴或政策引导等措施，鼓励养老机构投保 养老机构责任保险，以化解养老服务过程中的意外事故等风险，提升服务质量。 而在养老机构责任险之外，我国保险业为服务老年人群体、激发"银发经济"活力，在制度性保障和市场 化的商业保险领域均做了不少深入探索，一方面，保险业积极参与并丰富政策指导下的普惠性保险供 给。另一方面，针对老年人差异化的财富管理、健康保障和养老服务需求，商业保险产品与服务创新日 趋活跃。 养老金融产品日渐丰富 随着我国老龄化程度不断加深，老年人需求越来越多地 ...

为了应对台风"桦加沙"影响，中广核、南方电网等广东省电力企业严阵以待，提前做出了一系列部署， 确保电网和电站安全运行。 21世纪经济报道记者从中广核获悉，超强台风来临前，中广核受台风影响区域的各在建在运项目迅速响 应、周密部署，积极落实防台抗台相关措施。目前，含大亚湾核电基地、阳江核电基地、台山核电基 地、太平岭核电基地、陆丰核电基地、防城港核电基地(广西)等各项目严阵以待全力以赴防御台风"桦 加沙"。 正在建设的陆丰核电基地，9月23日，该基地应急指挥部及8个专项组全面运转，有序组织停工排查、转 移人员逾1.4万名，并确保船舶全部避风，同步强化动态监控、重点区域加固及出入管控，多措并举筑 牢安全防线，全力保障人员、设备安全。 9月24日早间，中央气象台继续发布台风橙色预警，预计，"桦加沙"将以每小时20~25公里的速度向偏西 方向移动，将于今天下午到晚上在广东台山到湛江一带沿海，以台风级或强台风级风力登陆。 如大亚湾核电总经理部领导班子成员在9月22日后的专题会上，分组带队深入一线，对三电厂厂区及生 活区开展地毯式检查，重点检查了柴油机、泵站、入水口等关键部位，现场督导户外物料清理、加固消 缺工作。同时，对 ...

Market Overview - The market opened lower but quickly rebounded, with the ChiNext index turning positive and the STAR 50 index surging nearly 5% [1] - As of the morning close, the Shanghai Composite Index rose by 0.63%, the Shenzhen Component Index increased by 1.11%, and the ChiNext Index gained 1.76% [1] Sector Performance - The semiconductor industry chain experienced a collective surge, with over 20 stocks hitting the daily limit, including Jiangfeng Electronics and Zhangjiang Hi-Tech, which achieved consecutive gains [1] - Real estate stocks showed strong fluctuations, with Dalong Real Estate achieving three gains in four days [1] - Robotics concept stocks were active in parts, with Haoneng Co. hitting the daily limit [1] - Conversely, tourism stocks collectively declined, with Yunnan Tourism hitting the daily limit down [1] Trading Volume - The total trading volume in the Shanghai and Shenzhen markets reached 1.41 trillion yuan, a decrease of 288.5 billion yuan compared to the previous trading day [1] Individual Stock Highlights - Luxshare Precision had the highest trading volume at over 13.7 billion yuan [1] - Semiconductor stocks like SMIC and Sunshine Power also ranked high in trading volume, with SMIC at 13.73 billion yuan and Sunshine Power at 11.45 billion yuan [1]

南方财经9月24日电，中央气象台继续发布台风橙色预警，台风 "桦加沙"登陆在即。21世纪经济报道记 者从珠海港获悉，珠海港启动了全链条防台应急响应，总裁冯鑫在9月22日组织召开了防台专题会议， 对12家在珠企业进行了防台工作的再动员、再部署和再落实，强调以"零伤亡、低损失"为目标，压实主 体责任，强化动态管控。作为纳入政府统筹救援力量的拖轮公司和社会运行应急保障单位的港兴燃气， 已做好队伍组建、设备保障、物资储备和指挥调度等抢险准备，将在确保人员安全的前提下，闻令而 动，积极履行自身的社会职责。 ...

据广东天气消息，9月24日07时，今年第18号台风"桦加沙"（超强台风级）的中心位于广东省阳江市东 偏南方向约210公里的南海北部海面上，中心附近最大风力16级，达到55米每秒的风速。 佛山市气象台今早最新消息，受"桦加沙"环流影响，9月23日晚到9月24日晨，佛山普遍出现8到9级阵 风，高地出现10级。9月24日，降雨主要集中在珠三角南部城市，早上9点左右暴雨开始覆盖佛山。目前 禅城、南海、顺德、高明台风红色预警信号，三水台风橙色预警信号，佛山五区暴雨黄色预警信号正在 生效。 （原标题：佛山部分高速公路实施交通管制，平胜大桥段主线等禁入） 南方财经记者获悉，为保障人民群众生命财产安全，佛山市人民政府防汛防旱防风指挥部决定从9月24 日6时起，对辖内部分高速公路主线和收费站入口实施交通管制，所有车辆禁止驶入，已在管制路段上 行驶的车辆尽快通过就近出口驶离高速。具体交通管制路段如下： 南方财经记者高慧超 佛山报道 1.佛开高速：龙山收费站； 2.广珠西高速：佛山段主线，三龙湾收费站 、碧江收费站、顺德收费站、容桂收费站； 3.广中江高速：均安收费站； 另需注意，以上措施将视台风预测预警情况作适时调整，需要广大市 ...