新华财经上海2月9日电（林郑宏） 临近农历新年长假，公募基金调研热情不减。据公募排排网数据显 示，2026年2月2日至2月8日期间，共有113家公募机构参与到A股调研活动中，覆盖到24个申万一级行 业中的100只个股，合计调研次数达535次。 其次是机械设备和电力设备行业，分别被调研79次和76次，被调研个股数量分别为15只和12只。机械设 备行业中，耐普矿机、华锐精密、蜀道装备备受公募调研关注。电力设备行业中，大金重工、亚玛顿、 华通线缆和泽润新能被调研次数均不少于10次。 紧随其后的是计算机行业，该行业上周有锐明技术、国能日新在内的6只个股获得公募机构调研关注， 合计被调研57次。 显然，当前公募机构仍对AI算力发展受益的方向如TMT行业和电力设备等保持高度关注。 对此，富荣基金表示，外部宏观因素的扰动给市场短期带来压力，但考虑到国内通胀温和、政策空间充 足，叠加以"稳"为主的资本市场基调未变，市场下行压力整体可控。在行业配置上，建议围绕两大方向 布局：一是成长主线，聚焦AI算力与应用、半导体等产业趋势明确、景气度上行的领域；二是关注受 益于反"内卷"政策推动的板块，如新能源。 中海基金认为，短期A股中小 ...

Core Viewpoint - The approval of the power supply plans for the Kubuqi to Shanghai and Kubuqi to Jiangsu Shagehuang bases marks a significant progress in the development of renewable energy projects in Inner Mongolia, aimed at enhancing energy structure transformation and reducing carbon emissions in East China [1] Group 1: Project Details - The Kubuqi to Shanghai base plans to construct 8 million kilowatts of solar power and 4.5 million kilowatts of wind power, supported by 2.64 million kilowatts of coal power and 900 megawatt-hours of new energy storage [1] - The Kubuqi to Jiangsu base plans to build 8 million kilowatts of solar power and 4 million kilowatts of wind power, also supported by 2.64 million kilowatts of coal power and 816 megawatt-hours of new energy storage [1] Group 2: Environmental Impact - Upon completion, the projects are expected to deliver approximately 72 billion kilowatt-hours of electricity annually to East China, with over 60% of this coming from renewable sources [1] - The projects will reduce standard coal consumption by about 13.7 million tons per year and decrease carbon dioxide emissions by approximately 34 million tons, contributing to a greener energy transition in East China [1]

Core Insights - The national carbon market in China saw a closing price of 80.56 yuan per ton on February 9, 2026, marking a 5.81% increase from the previous day [1][3]. Trading Data - The opening price was 80.00 yuan per ton, with a highest price of 82.00 yuan per ton and a lowest price of 78.00 yuan per ton [3]. - The total trading volume for the day was 531,676 tons, with a total transaction value of 42,055,756.00 yuan [1]. - The volume of carbon emission allowances traded from January 1, 2026, to February 9, 2026, reached 12,201,265 tons, with a total value of 894,491,411.80 yuan [1]. - Cumulatively, as of February 9, 2026, the total trading volume in the national carbon market was 877,067,785 tons, with a total transaction value of 58,557,109,643.37 yuan [1].

自1月下旬以来，"克里斯廷""莱昂纳多""玛尔塔"等多个冬季风暴先后登陆伊比利亚半岛，西班牙和葡 萄牙多地出现持续强降雨、强风等天气。 近期，受多轮异常活跃的冬季天气系统影响，欧洲多国遭遇极端天气侵袭。南欧伊比利亚半岛连续出现 强降雨和风暴天气，中东欧和北欧多地遭受严寒、暴雪和冻雨冲击。极端天气对人员安全、交通出行、 能源供应和居民生活造成持续影响。 多地遭遇极端天气 葡萄牙中部和北部地区洪水和山体滑坡频发，房屋、商业设施和公共基础设施不同程度受损，铁路、公 路和港口运输均受影响，多地出现大范围停电。葡萄牙民防部门表示，自1月底以来，风暴已造成至少 14人死亡，数百人受伤或流离失所，农业和林业损失严重。 西班牙多条河流水位快速上涨，部分城镇街道积水严重，高速公路和铁路交通受阻，持续降雨还对农业 生产造成影响。 中东欧和北欧地区出现严寒天气。罗马尼亚多地近日发布寒潮、降雪和冻雨警报，最低气温降至零下15 摄氏度左右，强降雨与融雪叠加引发局地洪水，部分村庄一度受困。德国北部和东部出现冻雨和道路严 重结冰情况，导致机场取消航班，多条高速公路发生交通事故。 在波罗的海沿岸，爱沙尼亚和拉脱维亚1月份气温均显著低于多年来 ...

在电网末端和偏远地区，国网河北电力因地制宜推进智能微电网建设，通过"源网荷储"协同互动，提升 新能源就地消纳能力和供电可靠性。建成投运涉县合漳乡水光储智能微电网、王家寨绿色智能微电网等 重点项目，带动区域新能源消纳水平稳步提升，为乡村绿色低碳转型提供了实践样本。 面向"十五五"，国网河北电力将以新型电力系统建设为核心，加快建设主配微协同的新型电网平台，持 续发挥新能源在电力保供、区域发展、能源结构转型等方面的作用，全力推动新能源高质量发展。 （文章来源：新华财经） 国网河北电力数据显示，截至"十四五"末，河北南部电网风电和光伏装机规模突破5300万千瓦，占总装 机容量的61%，能源结构持续优化。在春季大风、夏季强光等时段，新能源出力占比超70%，成为电力 供应的重要支撑。"十四五"期间，河北南部电网新能源累计发电量达2116亿千瓦时。 电网是电力输送与消纳的"主动脉"。"十四五"期间，国网河北电力累计投资约620亿元用于电网工程建 设。1000千伏特高压保定变电站、邢台变电站两项扩建工程先后投运，助力内蒙古、山西等地的绿电稳 定可靠送至河北。保西500千伏变电站投运，保障太行山沿线300万千瓦新能源并网送出。 ...

Core Viewpoint - The national carbon market in China, established in July 2021, has made significant progress but faces challenges such as insufficient market liquidity and pronounced tidal phenomena. The weak financial attributes of the market are identified as a key reason for this liquidity issue. The article suggests measures to enhance market liquidity and price discovery, including the introduction of financial institutions and carbon financial derivatives, drawing lessons from the EU carbon market experience [1][4][10]. Group 1: National Carbon Market Development - China has built the largest carbon market globally, covering approximately 4.5 billion tons of CO2 emissions from 2,162 key emission units in the power generation sector [3][4]. - The first administrative regulation in the carbon trading sector, the "Interim Regulations on Carbon Emission Trading," will take effect in May 2024, establishing the legal attributes and trading rules for carbon emissions [4]. - By March 2025, the national carbon market will include steel, cement, and aluminum industries, increasing the number of key emission units to about 3,700 and covering over 8 billion tons of CO2 emissions, accounting for more than 60% of China's total emissions [4]. Group 2: Market Liquidity Issues - The national carbon market's trading volume in 2023 was 2.12 million tons, with a turnover rate of approximately 3%, significantly lower than the EU carbon market's 93 billion tons and 417% turnover rate [4][5]. - The market exhibits tidal phenomena, with trading volumes concentrated in the fourth quarter, particularly near compliance deadlines, leading to low activity during non-compliance periods [4][8]. - The lack of financial attributes and the limited participation of financial institutions contribute to the market's low liquidity and price discovery issues [8][9]. Group 3: Recommendations for Improvement - Establish a collaborative regulatory mechanism between environmental and financial authorities to enhance the financial attributes of the carbon market, which could improve liquidity and price discovery [15]. - Gradually introduce financial institutions into the carbon market, starting with a few qualified entities to provide market-making services, followed by expanding the range of eligible investors as the market matures [16]. - Accelerate the development of standardized carbon financial derivatives, such as carbon futures, to improve market liquidity and reduce price volatility [17].

田维韦 国信证券股份有限公司经济研究所银行业分析师 作者：王剑 国信证券股份有限公司经济研究所金融业首席分析师 在全球经济格局深度调整、国内经济迈向高质量发展的关键阶段，国有大行作为中国金融体系的"压舱石"，正日益展现出其独特的战略地位与中长期配置 价值。首先，中国经济长期向好趋势明确，为国有大行提供良好的经营环境，业绩稳定性有保障；其次，我国产业升级驱动金融机构经营模式迈向综合化 国际化，同时，金融科技飞跃式发展驱动金融机构朝着数字化迈进，大行依托牌照、客户、资金以及品牌优势，在构建综合化、国际化以及数字化上有无 可比拟的优势；最后，我国居民资金配置多元化是大势所趋，国有大行高股息、低波动特征显著，不仅契合个人投资者稳健配置需求，更天然契合社保基 金、保险资金、公募基金、银行理财等长期机构投资者新时代下的配置标准。 宏观经济的稳健增长：业绩的压舱石与稳定器 国有大行作为宏观经济的镜像，其经营业绩与宏观经济高度相关。当前中国经济已由高速增长阶段转向高质量发展阶段，但长期向好的基本面并未改变， 这为国有大行业绩稳健增长提供了坚实的保障。2025年，我国GDP增速维持在5%的合理区间，通胀温和可控，就业形势总体稳 ...

新华财经北京2月9日电（记者沈寅飞）最高人民检察院9日举行"深入推进'食药安全益路行'检察公益诉 讼监督"新闻发布会。最高检公益诉讼检察厅厅长徐向春表示，"食药安全永远在路上"。最高检党组对 食药安全检察公益诉讼高度重视，在肯定监督活动成效的同时也明确提出要持续深化监督活动。下一 步，最高检公益诉讼检察厅将在2025年工作基础上，纵深推进"食药安全益路行"检察公益诉讼监督活 动，重点将在"精准、提质、实效"三个方面下功夫： 一是聚焦"难点"靶向发力，推动监督精准度再提升。最高检将指导各地继续坚持"小切口、大攻坚"的模 式，不搞面面俱到的"撒胡椒面"，更加聚焦民生关切，结合本地实际锁定几个群众反映最强烈、问题最 为集中的领域持续攻坚。以最精准的发力点，攻克最突出的顽疾，切实守护好百姓的"菜篮子"和"药箱 子"。 二是深化"科技"赋能增效，驱动监督质效实现新突破。最高检将持续推进食药安全领域的"数字检察"建 设，在进一步推进大数据法律监督模型建设的同时，深化对现有模型的迭代升级和推广应用。依托"领 办示范"机制，及时固化可复制的办案要点、证据标准和协作流程，形成可推广的监督规则和工作指 引，"让数据多跑路，让线索 ...

Group 1 - The Xinhua 500 Index (989001) closed at 5315.77 points on February 9, with an increase of 1.72% [1][3] - The index experienced a high opening and continued to rise throughout the day, reaching a maximum of 5316.60 points and a minimum of 5271.16 points [3] - The total trading volume of the constituent stocks for the day was reported at 750.1 billion yuan [3] Group 2 - Among the constituent stocks, Meichang Co. led the gains with a rise of 12%, while several other stocks including Dongfang Electric, Perfect World, and TCL Zhonghuan hit the daily limit [3] - Aier Eye Hospital was the biggest loser, falling by 2.98%, with Tianhua New Energy and Zhongkong Technology also showing significant declines [3]

新华财经北京2月9日电中国天然气信息终端（E-Gas系统）发布的实时LNG进口到船数据显示，2月2 日-2月8日当周，预估中国通过沿海LNG接收站进口LNG共计12船，进口量约84万吨，前值为105万吨。 表1：2月2日-2月8日中国LNG进口分析 （文章来源：新华财经） 从到货地看，2月2日-2月8日当周，华南地区共接卸4船LNG，长三角地区接卸6船，环渤海地区接卸2 船。其中，江苏如东LNG接收站到港2船，共计约16万吨，数量最多。 E-Gas系统LNG船期预测数据显示，2月9日-2月15日当周，中国将通过沿海LNG接收站进口LNG18船， 预计进口量约124万吨。 表2：2月9日-2月15日中国LNG进口预测 | 船名 | | 베이트 出口项目 | 讲口接收站 | 到落时间 | | --- | --- | --- | --- | --- | | ASIAEXCELLENCE 马来西亚 Malaysia LNG | | | 上海洋山LNG接收站 | 2026/2/14 | | SEAPEAK MANILA | | 马来西亚 Malaysia LNG | 上海洋山LNG接收站 | 2026/2/14 | | ...