截至2月6日，在A股132家节能环保类上市公司中，已有74家公司披露2025年业绩预告。其中，31家公 司预告2025年净利润为正，在已披露公司中占比41.9%；45家公司预计净利润实现同比增长（含18家预 计减亏公司），占比60.8%。 南网能源预计2025年净利润为3.0亿元至3.6亿元，上年净亏损为5812.6万元，业绩增长的主要原因是公 司节能业务板块巩固拓展，经营收入稳定增长；存量低效资产综合治理成效显著，生物质项目经营情况 改善。 南网能源此前在投资者关系活动记录表中介绍，2025年公司成立数字服务公司，聚焦综合能源数字化运 检维护服务、数字源荷聚合运营服务，拓展智能运维、虚拟电厂、电力交易、绿电绿证交易等综合能源 增值服务。此外，公司正在推进实施广州工控零碳园区、贵州电网科创园一期近零碳园区等多个项目。 该公司表示，零碳园区建设的需求将呈现爆发式增长，公司将紧抓市场机遇，通过打造零碳园区商业模 式及产品体系内容，构建零碳园区整体业务推广策略，助力园区实现碳中和目标，同时为公司创造新的 业务增长点。 专家表示，零碳园区对于用能方式、能源交易模式的重大变革将催生本地能源服务企业，投资重点也将 从单点 ...

强化监管措施 此外，2月6日，北交所还对路桥信息11名时任董监高人员作出纪律处分决定。 根据这份决定书，路桥信息通过签订虚假合同、虚构销售业务、提前确认收入等方式，2023年、2024年 分别虚增营业收入1583.60万元、2576.40万元，分别占公司披露当期营业收入的6.66%、10.71%；虚增 利润1530.71万元、2245.93万元，分别占公司披露当期利润总额的73.57%、103.50%，导致公司2023 年、2024年年度报告存在虚假记载。 北交所公布最新一周交易监管动态显示，2月2日至2月6日，北交所继续将退市风险警示股票"*ST云 创"列为重点监控股票；对21起证券异常交易行为采取自律监管措施，其中对"*ST云创"的异常交易行为 采取暂停证券账户交易、出具警示函等自律监管措施17人次；对11起上市公司重大事项进行专项核查。 近期，北交所对证券异常交易行为持续采取重点监控打击态度。1月23日，北交所对浙江浩坤昇发资产 管理有限公司发布了采取自律监管措施的决定。北交所指出，1月23日，浩坤昇发名下3个证券账户及与 其涉嫌关联的账户在交易北交所股票"华维设计"的过程中，存在拉抬股价的异常交易行为 ...

Core Viewpoint - Liaoning Province is implementing a "Capital Market Enhancement Project" to strengthen and optimize its capital market, aiming to align with new development requirements and expectations for revitalization [1] Group 1: Capital Market Development - The "2026 Capital Market Liaoning Action" event was successfully held, marking the beginning of capital market development in Liaoning for the 14th Five-Year Plan [1] - Liaoning has a solid industrial foundation and is focusing on upgrading four trillion-yuan industrial bases, promoting traditional industries' digital transformation, and developing strategic emerging industries [1][2] - The province has seen significant achievements in capital market development, with direct financing growing by 41.3% year-on-year in 2025, the highest growth rate in a decade [3] Group 2: Innovation and Financing - Various innovative financial products have been launched in Liaoning, including the first public REITs and QFLP fund in Northeast China, and a significant increase in technology innovation bond financing [2] - The province has established a service system covering the entire lifecycle of enterprises, with 508 companies in the pipeline for listing [4] - Liaoning is actively supporting companies through asset restructuring and refinancing to strengthen their core business and enhance competitiveness [4] Group 3: Policy and Regulatory Framework - A series of practical policies have been introduced to enhance the capital market, focusing on improving the quality of listed companies and expanding bond financing [3][5] - The province is addressing issues such as financial fraud and market disorder to create a better financial ecosystem and restore market confidence [5] - Liaoning is implementing targeted cultivation strategies for prospective listed companies and enhancing support for existing listed companies through regular visits and tailored services [5]

2026年，A股上市公司正式迈入强制性ESG信息披露新阶段。1月30日，沪深北交易所发布"可持续发展 报告编制指南"修订版，在原有框架基础上增加污染物排放、能源利用、水资源利用三项环境议题披露 指南，给出量化数据核算方法、风险与机遇评估等明确要求，标志着我国上市公司可持续发展信息披露 体系进一步完善。 长期以来，A股上市公司环境信息披露存在内容碎片化、重定性轻定量、数据可比性差等问题，难以满 足投资者决策与监管层把控风险的需求。新修订的编制指南为企业环境信息披露划定清晰标尺，也让资 本市场的绿色价值判断有了统一依据，同时推动企业将环境信息披露与内部管理深度融合，以披促管， 抓住转型机遇。 ● 本报记者 郑萃颖 让环境数据可比 多家上市公司相关人士对中国证券报记者表示，公司将参照新修订的编制指南进行2025年度ESG信息披 露，正紧锣密鼓地推进相关工作。"我们预计3月底披露2025年度可持续发展报告，披露时间与2025年年 报保持一致。我们的披露目标是百分之百满足深交所可持续发展报告编制要求。"当升科技法务风控负 责人胡立说。 编制指南在此前发布的《第一号 总体要求与披露框架》《第二号 应对气候变化》基础上，新 ...

Core Viewpoint - The joint opinion from the National Bureau of Statistics, Ministry of Industry and Information Technology, Ministry of Public Security, and China Securities Regulatory Commission aims to enhance the marketization and valuation of data elements by fostering data circulation service institutions and promoting diverse data trading models [1][2] Group 1: Data Circulation Service Institutions - The opinion emphasizes the importance of data circulation service institutions, which include data exchanges, data circulation service platform enterprises, and data merchants, as key players in facilitating data supply and demand [1] - By the end of 2029, it is expected that the capabilities of data circulation service institutions will be significantly enhanced, with a more diverse range of trading forms and an increase in the willingness of various entities to supply and utilize data [1] Group 2: Innovative Data Products and Services - The opinion encourages the innovation of data products and services, focusing on empowering technology innovation, industrial development, social governance, and improving people's livelihoods [2] - It supports the development of resource-based data products and services, such as data sets, verification queries, data analysis reports, data indices, and data visualization tools [2] Group 3: High-Quality Data Sets for AI Development - The opinion advocates for the expansion of high-quality data set circulation and trading methods that are suitable for artificial intelligence development [2] - It encourages collaboration between data circulation service institutions and industry chain leaders to build high-quality data sets for AI services [2] Group 4: Data Infrastructure Enhancement - The opinion highlights the need to improve the collaborative support level of data infrastructure, encouraging the use of existing funding channels to support the construction of data infrastructure for qualified data circulation service institutions [2] - It also calls for enhanced interoperability of transaction credentials and identity authentication among various data circulation service institutions to promote cross-entity, cross-industry, and cross-domain data utilization [2]

Core Viewpoint - The export of 100 natural gas buses to Mexico marks a significant step for the company in meeting international market demands, particularly in the public transportation sector [1]. Group 1: Company Developments - The company, Ankai Bus, has developed customized natural gas buses tailored to the needs of the Mexican market, featuring lower fuel consumption, stronger power, and longer range [1]. - The buses will be integrated into the public transportation system of Monterrey, Mexico, indicating a strategic move to expand the company's footprint in international markets [1]. Group 2: Industry Impact - The export of natural gas buses aligns with global trends towards cleaner public transportation solutions, reflecting an industry shift towards sustainable energy sources [1]. - This initiative may enhance the competitive positioning of the company within the growing market for eco-friendly transportation solutions [1].

中银证券全球首席经济学家管涛分析，2026年1月，我国外汇储备规模连续第六个月增加，增幅创2024 年1月以来新高。当月，受美国经济基本面变化等因素影响，美元指数走势一波三折，连续第三个月走 弱，累计下跌1.4%至97.0。同期，全球主要金融资产价格总体上涨。 "截至2026年1月末，我国外汇储备规模已连续六个月处于3.3万亿美元之上，创2015年12月以来最高。 这背后主要是受2025年以来美元指数大幅下降，全球主要股指上涨，以及美债收益率有所下行、美债价 格走高等因素的影响。"东方金诚首席宏观分析师王青说。 国家外汇局表示，我国经济运行稳中有进，发展韧性进一步彰显，为外汇储备规模保持基本稳定提供支 撑。 按不同标准测算，我国当前逾3万亿美元的外储规模处于适度充裕状态。王青表示，综合考虑各方面因 素，我国外汇储备规模有望保持基本稳定。在外部环境波动幅度加大的背景下，适度充裕的外汇储备规 模能为保持人民币汇率处于合理均衡水平提供重要支撑，也能成为抵御各类潜在外部冲击的压舱石。 推进国际储备多元化 ● 本报记者 彭扬 国家外汇管理局2月7日发布的数据显示，截至2026年1月末，我国外汇储备规模为33991亿美元 ...

位于天津市滨海新区南港工业园区的中国石化天津LNG接收站，担负着华北地区天然气调峰保供的重 要任务。当前正值供暖季，用气需求大，接收站的100余名能源工作者加强对储罐、码头等设备的巡检 与维护保养，确保各类设施处于安全稳定运行状态，为天然气高效接卸、平稳外输提供坚实保障。 新 华社图文 这是2月6日拍摄的中国石化天津LNG接收站一景（无人机照片）。 ...

● 本报记者 齐金钊 春节临近，作为全国黄金饰品集散地之一的深圳水贝黄金市场迎来了最忙碌的时节。中国证券报记者近 日调研发现，在近段时间黄金价格走强的背景下，来水贝市场里的深圳水贝国际珠宝交易中心和深圳水 贝万山珠宝商业中心购买各种金饰的消费者络绎不绝。在多元化需求的带动下，商户及相关产业链上的 公司力求在产品设计、渠道建设、服务体验等方面创新求变。 客流量成倍增加 企业紧盯需求变化 与以往"中国大妈"为主力的黄金消费群体不同，中国证券报记者在水贝万山珠宝商业中心发现，年轻面 孔明显增多。多位商户说，年轻人已成为当下"购金热"的重要参与者。（下转A02版） ■ 编者按 春节将至，年味渐浓，本报今起推出"新春走基层"系列报道。中国证券报记者将分赴大江南北，深入繁 华都市的产业腹地、静谧乡村的田间地头，捕捉大城小镇升腾的烟火气，倾听普通人的梦想，记录他们 在岁序更新中的奋进与期待，用心感知中国经济生机勃勃的脉动。 农历腊月二十的水贝国际珠宝交易中心一楼，消费者人头攒动，店员喜庆的红色着装与金饰柜台泛出的 暖光交相辉映，浓浓的年味儿扑面而来。 中国证券报记者看到，多家黄金零售档口前围满了选购商品的消费者，计算器敲击 ...

Group 1 - The State Council meeting emphasized the need to enhance effective investment through various financial tools, including central budget investments, long-term special bonds, and local government bonds [1][2] - The introduction of new policy financial tools has significantly supported over 2,300 projects with a total investment of approximately 7 trillion yuan, indicating a strong investment drive [1][2] - The National Development and Reform Commission (NDRC) has outlined plans for 2026, including a list of major construction projects and a central budget investment plan totaling around 295 billion yuan [2] Group 2 - The meeting highlighted the importance of planning major projects in key sectors such as infrastructure, urban renewal, public services, and emerging industries to stimulate effective investment [2][3] - Local governments are actively responding to the call for stabilizing investment, with specific measures to enhance industrial and livelihood investments, as well as new infrastructure projects [3] - The focus for 2026 includes a rebound in infrastructure investment driven by government initiatives, which is expected to support the overall investment growth [4] Group 3 - Experts predict that the investment growth rate will recover in 2026, driven by comprehensive policy measures aimed at promoting effective investment [4] - The emphasis will be on government-led infrastructure investments, manufacturing upgrades, and stabilizing the real estate market to foster economic growth [4] - The coverage of new policy financial tools is expected to shift towards emerging industries, further stimulating technology innovation investments [4]