受消息影响，相关上市公司股价、多晶硅期货市场均出现波动。 过去一年时间里，这样的剧情在多晶硅领域反复上演——收储方案定了！收储方案又定了！收储方案黄 了！"小作文"反复横跳，也把市场的心牵动得七上八下。有投资人开玩笑说，虽然收储方案没有落地， 但一篇篇小作文已经让部分市场主体赚得盆满钵满。 这明显与法治化市场化"反内卷"的要求有所背离。 首先，由于多晶硅收储方案可能对市场格局和产能带来巨大改变，其本身就潜藏着对市场的极大影响。 在多晶硅正经历技术迭代的关键时期，收储到底是利大于弊还是弊大于利，就是需要谨慎衡量的。 近日，有消息称某多晶硅上市公司董秘在会议中说，"硅料收储平台黄了。"11月12日下午，中国光伏行 业协会紧急辟谣，称"当下，协会和行业内各企业正一道努力，相关工作正在稳步推进。网络流传的小 道消息均为不实信息，望请各位注意甄别，慎重决策"。 但反观从5月至今的多晶硅收储进程，尽管方案并未最终落地，但相关上市公司人士多次在公开场合或 者接受媒体采访时以各种方式提及硅料收储，行业的小作文也此起彼伏，让整个进程始终处于一种反复 被炒作，但信息极度混乱的情况中。 毫无疑问，如此庞大的收储方案，每一个进程都必 ...

Core Insights - The 2025 Guangzhou International Auto Show will be a significant event marking the end of China's 14th Five-Year Plan, showcasing the transformation of the Chinese automotive industry from "catching up" to "leading" globally [2] - The theme of the auto show is "New Technology, New Life," emphasizing the industry's shift towards electric and intelligent vehicles [2][3] Industry Overview - The auto show will take place from November 21 to 30, 2025, at the China Import and Export Fair Complex, covering an area of 220,000 square meters [2] - In 2024, China's automotive production and sales exceeded 30 million units, with new energy vehicles (NEVs) surpassing 10 million units for the first time, reflecting a 5.4-fold increase in NEV ownership since 2020 [2] - By mid-2025, the penetration rate of new energy vehicles reached 50.2%, significantly exceeding the 20% target set for 2025 in the New Energy Vehicle Industry Development Plan [2] Exhibition Highlights - The auto show will feature 93 new car debuts and a total of 1,085 vehicles on display, with 629 being new energy vehicles [3] - Major global automotive brands, including BMW, Mercedes-Benz, Volkswagen, and various Chinese manufacturers, will participate, showcasing their latest products [4] Industry Chain and Professional Activities - The exhibition will focus on electric, intelligent, and automated driving technologies, with a significant increase in exhibitors, up 81% [6] - High-profile forums, such as the 2025 Guangzhou Automotive Development Summit, will be held to discuss global industry trends and innovations [7] Service Enhancements - The introduction of an intelligent customer service system aims to improve service efficiency at the event, utilizing AI technologies for real-time responses [8] - Enhanced security measures will include a panoramic security system and AI analysis servers to identify potential risks [8] Historical Context - Since its inception in 2003, the Guangzhou International Auto Show has evolved alongside the Chinese automotive industry, positioning itself as a platform for global automotive technology exchange and industry collaboration [9]

单就奕派品牌而言，其要真正打响品牌知名度，在提升目前两款车型市场竞争力的基础上，还需要更多的新技术和新产品的加持。 奕派科技总经理汪俊君在发布会上表示，奕派科技"以用户为本，技术为基，做让用户觉得靠谱的科技公司"。为此，奕派科技准备了六大"技术基座"，包括 与汽车底盘和安全相关的量子架构、涵盖纯电和增程的马赫动力、造型美学、感知品质、搭载高通8295P芯片的天元智舱，以及从T200至T1000的天元智 驾。 奕派品牌于2023年对外发布，至今刚满两年时间。在东风汽车的新能源品牌梯队中，奕派主打面向15万—25万元主流市场的科技电动品牌。截至目前，奕派 发布了两款车，分别是轿跑车型奕派007和六座SUV车型奕派008。 由于东风汽车近两年研发的电动化、智能化技术在落地上车方面存在一个周期，作为品牌首款车型的奕派007，在过去一年多时间里发布了多个新版本，包 括首发的007、007增程版和2025款007。首发车型只有纯电版，后来在纯电基础上加入增程版，再后来又加入了天元智舱和天元智驾技术。而此次上新的奕 派007+，是技术更全面的一个版本，且价格更低。 与前面几个版本车型保持一致的是，奕派007+专注性能轿跑车 ...

Group 1 - The company, Century Huatong, announced a share buyback plan ranging from 500 million to 1 billion yuan [1] - The maximum buyback price is set at 28.77 yuan per share [1]

经济观察网 据央视新闻客户端消息，今年第26号台风"凤凰"（热带风暴级）已于今天19点50分前后在 台湾屏东县恒春镇沿海登陆，登陆时中心附近最大风力有9级（23米/秒），中心最低气压为990百帕。 ...

Core Viewpoint - The future of the heavy-duty truck industry lies not merely in the transition from 'oil' to 'electric' but in the comprehensive construction of an EVRT ecosystem that integrates 'pure electric head-mounted trains + operational support stations' [1][4] Industry Trends - The number of new energy commercial vehicles at the 2025 China International Commercial Vehicle Exhibition significantly exceeded that of fuel vehicles, indicating a shift towards new energy as a dominant theme [1] - From January to September this year, China's commercial vehicle sales reached 3.117 million units, a year-on-year increase of 7.8%, with new energy commercial vehicle sales reaching 566,000 units, up 61.4% year-on-year [1] Factors Driving Growth - The increase in new energy commercial vehicle penetration is attributed to three main factors: 1. Subsidy policies favoring new energy vehicles, with updates providing 40%-75% higher subsidies compared to fuel or natural gas vehicles [1] 2. Decreased prices and flexible marketing strategies from manufacturers, leading to a significant reduction in the price gap between new energy and fuel vehicles [1] 3. Changes in the supply-demand relationship in the transportation market, where the comprehensive benefits of electric vehicles in suitable scenarios have become more apparent [1] Systemic Challenges - The industry faces three systemic challenges: 1. Technical bottlenecks, homogenized competition, and cost issues, leading to a price war and limitations in energy efficiency, power, and safety due to fragmented system designs [3] 2. Insufficient support systems causing range anxiety and concerns over vehicle utilization rates, with inadequate charging infrastructure and a lack of coordination between charging networks and vehicle operation routes [3] 3. Unmet user lifecycle value demands, with traditional sales models failing to address the full lifecycle needs of customers and challenges in battery lifespan and asset residual value management [3] Proposed Solutions - To address these challenges, the industry must focus on an ecological revolution rather than merely adding technology, emphasizing the construction of an EVRT ecosystem based on total cost of ownership (TCO) and user experience [4]

经济观察网11月12日，据教育部网站消息，11月11日，教育部副部长任友群在北京会见来访的中国—联 合国教科文组织援非教育信托基金第三期项目来华访学代表团。 访学团代表感谢中国和教科文组织对非洲职业教育的支持，表示愿进一步加强与中国职业院校合作。 中国—联合国教科文组织援非教育信托基金第三期项目面向非洲6国实施，支持非洲培养技术型和创新 型劳动者。项目直接受益者已超过25000名学生、1600名教师。本次访学团由项目院校20余位校长和骨 干教师组成。 任友群介绍了中国职业教育发展的经验和建设产教融合职业教育体系的部署。他指出，中国—联合国教 科文组织援非教育信托基金是中国与教科文组织合作实施的重要项目，为助力非洲职业教育发展发挥积 极作用，表示愿与非洲加强职业教育等领域教育合作，为中非命运共同体建设作出贡献。 ...

Core Insights - LANXESS's subsidiary Rhein Chemie has officially launched an expansion project at its Qingdao production base, marking the largest investment in five years for the company [3] - The expansion involves two production lines, V4 and V8, with a 50% increase in capacity and technological upgrades [3] Company Overview - LANXESS is a global specialty chemicals supplier with approximately 12,000 employees across 32 countries, and projected sales of €6.366 billion in 2024 [3] - Rhein Chemie operates in the additives segment and has 14 production sites in 8 countries [3] Production Details - The V4 line produces processing additives, while the V8 line focuses on pre-dispersed masterbatch products [3] - The Qingdao production base has been operational since 1999, with a total capacity of 30,000 tons [3] Market Demand - The expansion is driven by strong downstream market demand, particularly in the tire industry, which is critical for the production of specialty additives [5] - China is the world's largest tire manufacturer, with a projected production of 1.187 billion rubber tires in 2024, a 9.2% increase year-on-year [4] Economic Context - Despite the expansion, the global economy is facing challenges, with the petrochemical industry's profit margins declining from 8.03% in 2021 to 4.85% in 2024 [6] - LANXESS's specialty additives business reported a decline in sales and profits in Q3 2025, prompting a strategic shift towards providing greater value through innovation rather than focusing solely on sales volume [6]

近日，工业和信息化部公示第九批制造业单项冠军企业名单，海信视像科技股份有限公司凭借高清液晶电视产品入选。由此，海信集团旗下已有5家国家制 造业单项冠军企业，展现出发力智能制造和先进制造的行业领先优势。 国家级制造业单项冠军自2016年由工业和信息化部组织认定，是中国制造业的最高荣誉之一，旨在表彰在细分领域长期深耕、掌握核心技术、市场占有率居 国内或全球前列的企业。 海信深耕液晶显示领域20多年，先后推出我国首款自主数字视频处理芯片，建成国内首条液晶电视模组生产线，今年自主研发的RGB三维控色液晶显示技 术，打破国外品牌在高端市场的垄断，带动我国液晶显示产业实现了从"跟跑"到"领跑"的跨越。 近年来，海信将"引领以智能化为核心的先进制造"写入企业使命，持续深化人工智能等新技术与制造业融合创新，建有2家灯塔工厂、4家零碳工厂、4家国 家5G工厂、17家国家级绿色工厂，自主研发的AI机器视觉技术覆盖全球六大生产基地，使AOI检测效率提升240%，一次性交付率提升25%。截至目前已有 海信激光、乾照光电、海信日立等5家制造业单项冠军企业，分别代表了中国制造业在细分领域的领头羊水准。 ...

11月11日，香港地球之友（FoE（HK））与公众环境研究中心（IPE）联合发布《全球城市绿色低碳透 明度指数》（CGTI）报告，首期选取全球六大洲30个国际及中国城市，对其在环境、气候、生态与转 型发展四个维度的监测监管与信息公开表现进行了系统评估。 首期评价结果显示，纽约、伦敦、悉尼在绿色低碳透明度方面得分位居全球典型城市前三位，巴黎、北 京、香港紧随其后。纽约的清洁能源仪表板，伦敦的气候风险地图，悉尼基于循环经济理念的城市战 略，巴黎易于理解的气候蓝皮书，北京的空气质量官方预报，香港的固体废物资讯公开，共同构成全球 城市绿色低碳透明度的实践典范。 首期CGTI评价结果显示，全球城市绿色低碳透明度呈现出明显的区域和发展阶段特征。以纽约、伦 敦、悉尼、巴黎为代表的发达经济体城市，凭借完善的法规体系和成熟的监测基础处于全球领跑位置。 这些城市普遍具备完善的法治基础、成熟的公民社会和长期的环保意识积淀。中国香港特别行政区、东 京、斯德哥尔摩等全球高收入城市，也大体属于这一类别。它们在环境数据的系统性发布、气候雄心的 规划与落实，以及生态本底信息建设方面的良好实践，值得全球借鉴。 与此同时，以北京、重庆、天津、上 ...