2 1 Shi Ji Jing Ji Bao Dao

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全钒液流储能,储能新解法
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-22 07:17
国家能源局近日发布的《中国新型储能发展报告(2025)》(以下简称《报告》)显示,截至2024年 底,全国已建成投运新型储能7376万千瓦/1.68亿千瓦时,装机规模占全球总装机比例超过40%,新型储 能规模跃居世界第一。 不过,有分析观点认为,现有电网如同"为洪峰修建的宽阔河道",一年中多数时间存在超50%的闲置容 量,造成资源浪费。因此,新型储能亟待新的技术路线。 钟志勇院士认为,全钒液流电池是电网级储能的"优选技术之一",一方面,相比锂电池,全钒液流电池 在安全性、灵活性、长寿命、无衰减及可回收性等方面具有不可替代优势,适合发电侧、输电侧、用户 侧的大容量、长时程储能场景;另一方面,在城市用户侧规划建设长时大储,通过使用全钒液流电池储 能来应对峰值需求,避免了仅仅为了在"高峰时段"使用几个小时而建设超大型电网的巨额成本,还可以 通过防止负荷高需求期间出现停电并储存原本可能被浪费的剩余可再生能源而大幅提高了电网运行的可 靠性。 据了解,研究团队将与奥特迅将继续运用深度学习、专家知识、数字孪生等数模结合的前沿技术赋能全 钒液流电池系统的状态感知,运用基于人工智能技术的控制算法赋能全钒液流电池系统的能量调度、 ...
银行渠道本周在售纯固收理财产品榜单(9/22-9/28)
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-22 07:04
Core Insights - The article emphasizes the importance of selecting bank wealth management products amidst a plethora of similar-sounding offerings, urging investors to discern and choose wisely [1] - The South Finance Wealth Management team compiles a weekly performance ranking of wealth management products available through various distribution channels, focusing on those with outstanding performance [1][6] - The ranking criteria include product type, specifically targeting pure fixed income, "fixed income plus," and mixed products, as well as performance stability over a minimum of three months [1] Group 1: Product Performance - The ranking showcases annualized performance over the past month, three months, and six months, sorted by the three-month annualized return to reflect multidimensional performance during recent market fluctuations [1] - The current focus is on pure fixed income products issued by wealth management companies, providing investors with a curated selection of available products [1] Group 2: Distribution Institutions - A total of 28 distribution institutions are involved, including major banks such as Industrial and Commercial Bank of China, Bank of China, Agricultural Bank of China, and others [2] - The assessment of the "on sale" status of wealth management products is based on their investment cycle projections, although actual availability may vary due to factors like sold-out quotas or differing product lists for various clients [2] Group 3: Performance Data - The article includes specific performance data for various wealth management products, detailing their annualized returns over different periods, such as the "Stable Wealth High-Grade Pure Bond 18" from Bank of China, which has a three-month annualized return of 7.67% [5] - Other notable products include "Stable Enjoy Flexible Wisdom Day Open 20" from China Merchants Bank with a three-month return of 7.47% and "Stable Wealth High-Grade Pure Bond 36" also from Bank of China with a return of 7.27% [5][7]
银行渠道本周在售混合类理财产品收益榜单(9/22-9/28)
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-22 07:04
Core Viewpoint - The article discusses the challenges investors face in selecting bank wealth management products due to the overwhelming variety of similar-sounding products, and it aims to provide a performance ranking of these products to assist investors in making informed choices [1]. Group 1: Product Selection Criteria - The ranking of wealth management products is based on two main criteria: product type, focusing on pure fixed income, "fixed income plus," and mixed products, and performance stability, requiring products to have been established for at least three months to ensure sufficient performance data [1]. - The sample selection includes RMB public wealth management products, and the ranking reflects annualized performance over the past month, three months, and six months, sorted by the three-month annualized yield [1]. Group 2: Participating Institutions - A total of 28 distribution institutions are involved in the ranking, including major banks such as Industrial and Commercial Bank of China, Bank of China, Agricultural Bank of China, and others [2]. - The article notes that the "on sale" status of the products is based on investment cycle estimates, but actual availability may vary due to factors like sold-out quotas or differences in product listings for different customers [2]. Group 3: Performance Ranking Highlights - The article provides a performance ranking of various mixed wealth management products, highlighting specific products from banks like Bank of China and China Everbright Bank, with details on their annualized yields over different time frames [4]. - For instance, the top-ranked product from Bank of China has a three-month annualized yield of 9%, while other products show varying yields, indicating a competitive landscape among wealth management offerings [4].
银行渠道本周在售最低持有期理财产品榜单(9/22-9/28)
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-22 07:04
Core Viewpoint - The article emphasizes the importance of distinguishing between various bank wealth management products with similar names and characteristics, providing a weekly performance ranking of these products to assist investors in making informed choices [1][2]. Group 1: Product Performance Rankings - The article presents a ranking of wealth management products based on their annualized returns for different holding periods: 7 days, 14 days, 30 days, and 60 days [1]. - For the 7-day holding period, the top-performing product is from Minsheng Bank with an annualized return of 9.75% [4]. - The 14-day holding period rankings show Minsheng Bank's product achieving an annualized return of 8.34% [6]. - In the 30-day holding period, Hangzhou Bank leads with a return of 24.26% [11]. - For the 60-day holding period, China Bank's product tops the list with a return of 26.21% [15]. Group 2: Investment Institutions - The ranking includes products from 28 distribution institutions, such as Industrial and Commercial Bank of China, Bank of China, Agricultural Bank of China, and others [1]. - The performance data is sourced from the Nanfang Financial Terminal, ensuring a comprehensive overview of available products [4][11][15]. Group 3: Methodology and Data Collection - The performance metrics are calculated based on the annualized yield over the respective holding periods, with the same institution and product series retained for comparison [1]. - The article advises investors to refer to the actual product listings on the banks' apps, as availability may vary due to factors like quota exhaustion [1].
金融科技、券商板块尾盘走强,券商ETF基金(515010)涨近1%,机构:板块具备估值修复潜力
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-22 07:03
券商ETF基金(515010)跟踪证券公司指数(399975),指数前十大成份股权重达60.73%,包括中信证 券、东方财富、国泰海通、华泰证券、招商证券等头部券商,一键配置券商龙头。产品管理费托管费合 计0.2%为赛道最低费率档。 (本文机构观点来自持牌证券机构,不构成任何投资建议,亦不代表平台观点,请投资人独立判断和决 策。) 据央视网,专家表示,七八月份资本市场交易活跃度显著提升,8月份上证指数突破3800点,A股总市 值超过100万亿元,日均股票成交额达2.3万亿元,为年内新高。资本市场交易活跃不仅直接带动资本市 场服务业税收大幅增长,还带动与资本市场相关的行业税收增长。 中航证券分析指出,年初以来,权益市场整体表现向好,但券商板块指数修复力度仍落后于大盘,大型 券商估值目前仍处于历史中低位水平。展望全年,资本市场预计将保持稳步向上趋势,业绩增长的可持 续性有望增强,板块具备估值修复潜力。在中长期资本市场向好趋势明确的背景下,券商业务的深度与 广度预计将进一步拓展,业务结构和估值均具备中长期增长空间。 金融科技ETF华夏(516100)紧密跟踪中证金融科技主题指数,涵盖软件开发、互联网金融及数字货币 ...
伍戈:为何经济基本面变化不大,但是A股股指出现明显抬升
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-22 07:03
21世纪经济报道记者周潇枭 北京报道9月21日,由中国人民大学国家发展与战略研究院、中国人民大学 经济学院、中诚信国际信用评级有限责任公司联合主办的"中国宏观经济论坛(CMF)"季度论坛在京举 行。 长江证券首席经济学家伍戈在论坛上重点分享了对当前"反内卷"的看法,以及为何当前经济基本面没有 特别大的波动,但是资本市场风险偏好显著抬升的看法。 7月1日,中央财经委员会第六次会议明确提出,要聚焦重点难点,依法依规治理企业低价无序竞争,引 导企业提升产品品质,推动落后产能有序退出。 伍戈表示,就资本市场而言,很多行业是非常欢迎"反内卷"措施的。因为客观上讲,通过"反内卷",对 部分行业和企业是有积极帮助的。当前,"反内卷"的措施以供给端为主,通过对供给端的约束,通过推 动落后产能的退出,来推动相关行业价格的回升,进而带动相关企业营收的回升。这样的供给约束,对 于上市企业或者上市龙头企业而言,总体是有利的,因为有些中小企业可能在这个过程中被市场淘汰。 这也是7月1日之后,中国资本市场出现迅速上升,这里面"反内卷"是很重要的一环。 "只靠供给端的约束,确实能一定程度上带动价格回升。但是(从国际经验来看),不能抬升广谱 ...
柳工集团等成立战兴与未来产业投资基金
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-22 07:00
Core Points - Guangxi Liugong Zhanzheng has established a partnership with Future Industry Investment Fund, with a total investment of 1 billion RMB [1] - The fund's operational scope includes private equity investment, investment management, and asset management [1] - The partners of the fund include Guangxi Liugong Group, Guangxi Investment Guidance Fund, and Guangxi Xinshi Sheng Private Fund Management Co., Ltd. [1] Group 1 - The fund was registered on September 18, 2025, and has a business term until September 18, 2042 [2] - The fund's registered capital is 1 billion RMB, with Guangxi Liugong Group contributing 509 million RMB, which is 50.9% of the total [2] - Guangxi Investment Guidance Fund holds a 49% stake, contributing 490 million RMB [2]
消费电子赛道集体引爆!消费电子50ETF(159779)午后拉升涨超5%
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-22 06:57
Group 1 - The consumer electronics sector is experiencing a significant surge, with the Consumer Electronics 50 ETF (159779) rising over 5% and reaching a record high of 1.206 yuan since its launch [1] - The wearable wristband device shipments in mainland China are projected to reach 33.9 million units in the first half of 2025, marking a 36% year-on-year increase, the highest historical shipment volume for the first half of the year [1] - Major manufacturers like Huawei and Xiaomi have achieved a milestone by surpassing 10 million units in shipments for the first half of the year [1] Group 2 - Apple is increasing the production of the standard iPhone 17 by at least 30% due to higher-than-expected demand, following strong performance in the first week of pre-sales [2] - OpenAI has signed an agreement with Luxshare Precision, Apple's device assembler, to develop a consumer-grade device, currently in prototype development, expected to collaborate closely with OpenAI's AI models [2] - The consumer electronics sector has seen a surge in institutional research, with over 200 institutions conducting research on companies like Crystal Optoelectronics, Lens Technology, and Luxshare Precision in the third quarter [2] Group 3 - Hardware is considered a crucial component of OpenAI's "core AI subscription + open-source edge ecosystem" strategy, with a reliance on Chinese suppliers for mass production [3] - The Consumer Electronics 50 ETF (159779) tracks the CSI Consumer Electronics Theme Index, which includes 50 listed companies involved in component production and consumer electronics design and manufacturing [3] - The top ten weighted stocks in the index include companies like Cambricon, Luxshare Precision, and Industrial Fulian [3]
持有期间涨幅约40倍!比亚迪回应巴菲特清仓
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-22 06:54
| 比亚迪股份(1211) | | | < W | | --- | --- | --- | --- | | 09-22 14:05:53 通 | | | | | 109.400 额 24.26亿 股本 91.17亿 市盈 21.6 | | 万得 盘口 | | | -4.100 -3.61% 换 0.60% | 市值1 9974亿 市净 4.32 | | | | 人民币柜台 100.300 -2.500 -2.43% | | | | | A股 107.29 -1.80 -1.65% | | 溢价(A/H) +7.18% | | | 分时 | 五日 日K 周K 月K | 更多 ◎ | | | | | 均价:110.630 | 音加 | | 117.700 | | 3.70% | | | 113.500 | | 0.00% | | | | | -3.70%. | 109.3 | | 12:00/13:00 | | 16:00 | 9:30 | 对此,9月22日上午,比亚迪集团品牌及公关处总经理李云飞发文回应称,2022年8月,伯克希尔开始陆续减持其于2008年购买的公司股票,去年6月其持 股就已在5%以下了。"股票 ...
650亿彩电大王杀入新能源,半年狂揽138亿
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-22 06:51
记者丨倪雨晴 编辑丨骆一帆 视频丨许婷婷 郑嘉琪 他是"华南理工三剑客"之一、创维集团创始人黄宏生——从海南伐木工到高考逆袭,从华强 北遥控器小贩到打造650亿家电帝国,人生屡次跨越。如今年届70,黄宏生仍在创业路上, 跨界光伏、搏击新能源。 前序:剑客过华强 回望九十年代的华强北,方知天下英雄如过江之鲫。 猪脚饭、人字拖、平板车从拉三来一补的外贸货到国产自主高端品牌,这里的光景是贩夫走卒鱼龙混杂 的既视感,更是国际电子产研的群雄争霸的现场感。 当1988年黄宏生在这里做遥控器生意的时候,他不曾想到未来会成为彩电大王。 但是,如果没有踏出这一步投身到开放大潮中,后面就没有创维的故事。 华南理工三剑客之一黄宏生和创维的故事,也是从这里开始。 现在去任何一个AI大模型搜索"华南理工三剑客",从来不会有多词条歧义,他们从万千网页中总结后会 明确告诉你:三剑客是谁——创维、TCL、康佳三大品牌的创始人或曾经的掌舵者。 他们是广东乃至中国家电及大电子产研的人物坐标,定义了整个行业30年,相信将继续在中文互联网世 界发挥长期影响。 银鞍照白马,飒沓如流星,是企业创新突破在新技术领域疾驰的写照;三杯吐然诺,五岳倒为轻,是经 ...