二、中国太平洋财产保险股份有限公司应按照有关规定及时办理变更及许可证换领事宜。 2025年12月22日，国家金融监督管理总局蚌埠监管分局发布批复称，《中国太平洋财产保险股份有限公 司蚌埠中心支公司关于怀远支公司变更营业场所的请示》(蚌太保产〔2025〕18号)收悉。经审核，现批 复如下： 一、同意中国太平洋财产保险股份有限公司怀远支公司将营业场所变更为：安徽省蚌埠市怀远县榴城镇 禹都大道与榴花路交叉口西南角怀远金融中心8楼801室。 ...

格隆汇12月24日｜Waymo公司就太平洋天然气和电力公司(PG&E)停电事件发表声明：停电规模之大以 及受影响交通信号灯数量之多是导致全市交通瘫痪的主要原因。应对如此规模的事件对自动驾驶技术来 说是一项挑战。目前正在对车队进行全面更新，为驾驶员提供具体的停电情况信息，使其能够做出更果 断的决策。将改进我们的应急响应规程。 ...

证券代码：601601 证券简称：中国太保 公告编号：2025-067 中国太平洋保险（集团）股份有限公司 关于公司章程获核准及不再设立监事会的公告 特此公告。 中国太平洋保险（集团）股份有限公司董事会 2025年12月24日 重要提示 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 本公司于2025年8月29日召开的2025年第一次临时股东大会（以下简称"股东大会"）审议通过了《关于 修订〈中国太平洋保险（集团）股份有限公司章程〉的议案》，根据监管制度相关要求并结合公司实际 对《中国太平洋保险（集团）股份有限公司章程》（以下简称"《公司章程》"）的相关内容进行了修 订。 本公司于近日收到金融监管总局《关于中国太平洋保险（集团）股份有限公司修改公司章程的批复》 （金复〔2025〕739号），金融监管总局已经核准本公司修订后的《公司章程》。本次修订后的《公司 章程》自金融监管总局核准之日起生效，其全文详见上海证券交易所网站（www.sse.com.cn）。 本公司股东大会同时审议通过了《关于中国太平洋保险（集团）股份有限公司不再 ...

哥伦比亚通过私募方式向太平洋投资管理公司发售比索债券。 ...

Core Viewpoint - Pacific Shipping (02343) has announced the acquisition of four new small handy bulk carriers for a total consideration of approximately $119 million, with expected delivery dates in 2028, which is seen as a strategic move to enhance fleet efficiency and meet growing customer demand [1][2][3] Group 1: Acquisition Details - The company’s indirect wholly-owned subsidiaries have entered into four similar contracts with Jiangmen Nanyang Ship Engineering Co., Ltd. for the purchase of the vessels [1] - The total consideration for the acquisition is approximately $119 million, which will be funded through the company's cash reserves and/or bank loans prior to delivery [1] - The expected delivery dates for the vessels are in the first quarter of 2028 for the first two ships and in the second quarter of 2028 for the latter two [1] Group 2: Fleet Enhancement Strategy - The new vessels feature advanced energy-saving designs, open hatches, and the capability to carry logs, providing greater cargo capacity and flexibility compared to earlier designs [2] - The acquisition aligns with the company's strategy to enhance operational efficiency and scale through rigorous fleet renewal, addressing strong customer demand and compliance with stricter fuel efficiency regulations [2] - The company aims to replace older, less efficient vessels with modern, high-performance designs, thereby maintaining cost competitiveness in the cyclical and seasonal dry bulk shipping market [2] Group 3: Market Context and Design Choices - The specifications, contract timing, and agreed price of the new vessels are considered attractive in the current market environment [3] - The company has re-established cooperation channels with shipyards in China and Japan for the construction of new vessels [3] - The decision to opt for traditional single-fuel designs over dual-fuel designs is influenced by the lack of proven dual-fuel designs for small handy bulk carriers and the postponement of the International Maritime Organization's net-zero emissions framework [3]

Group 1 - The company has entered into agreements to purchase four new small handy bulk carriers for a total consideration of approximately $119 million, with expected delivery dates in Q1 and Q2 of 2028 [1] - The new vessels are designed with enhanced cargo capacity and flexibility, allowing for more triangular trade opportunities, which is expected to improve revenue performance based on charter contracts [2] - The acquisition aligns with the company's strategy to enhance operational efficiency and scale through rigorous fleet renewal, addressing strong customer demand and compliance with stricter fuel efficiency regulations [2][3] Group 2 - The company has re-established cooperation channels with shipyards in China and Japan for the construction of new vessels, leveraging its familiarity with the seller and reputation among major shipowners [3] - The decision to opt for traditional single-fuel propulsion design for the new vessels is influenced by the lack of proven dual-fuel designs for small handy bulk carriers and the postponement of the International Maritime Organization's net-zero emissions framework [3] - The new vessels are expected to replace older single-fuel designs, contributing to the company's ongoing goal of improving fuel efficiency and environmental performance [3]

Core Viewpoint - Pacific Shipping (02343.HK) has announced the signing of four similar contracts for the purchase of four new small handy-sized bulk carriers, with a total consideration of approximately $119 million [1] Group 1: Acquisition Details - The acquisition involves an indirect wholly-owned subsidiary of the company, with the total price expected to be paid from the group's cash reserves and/or bank loans prior to the delivery of the vessels [1] - The expected delivery dates for Vessel 1 and Vessel 2 are in the first quarter of 2028, while Vessel 3 and Vessel 4 are expected to be delivered in the second quarter of 2028 [1] Group 2: Vessel Specifications and Market Context - The new vessels feature the latest energy-efficient designs, open hatch covers, and the capability to carry logs, providing stronger cargo capacity and flexibility compared to earlier standard designs [1] - The design improvements also enhance fuel efficiency, allowing these new vessels to replace earlier single-fuel designs [1] - In the current market environment, the specifications, contracting timeline, and agreed price for these newbuild vessels are considered highly attractive [1]

消息称，这次打击是在美国防部长赫格塞思的指示下进行的。情报认为，这艘船正"沿东太平洋已知的 毒品走私路线航行，并从事毒品走私活动"。在这次行动中有1名男性"毒品恐怖分子"被打死，美军没有 人员受伤。 美军在东太平洋袭击一艘"贩毒船"致1人死亡 来源：新华社 美军南方司令部22日发布消息称，美军"南方之矛"联合特遣部队当天在东太平洋对一艘"被认定为恐怖 组织的船只"实施打击，打死1人。 ...

Group 1 - The U.S. Southern Command announced a military operation targeting a vessel identified as associated with a terrorist organization, resulting in the death of one individual [1] - The operation was conducted under the direction of U.S. Secretary of Defense Lloyd Austin, based on intelligence indicating the vessel was engaged in drug trafficking along known routes in the Eastern Pacific [1] - The operation successfully eliminated one male "drug terrorist" without any injuries to U.S. personnel [1]

Core Viewpoint - The report from Pacific Securities emphasizes the importance of re-entering the bottom of the new energy industry, highlighting the continuous implementation of new technologies and the improving supply-demand dynamics in the upstream sector. It suggests that the current period presents a favorable opportunity for investment, particularly focusing on the certainty of leading companies and the elasticity of upstream resources [1] New Energy Vehicle Industry Chain - A new cycle has begun with ongoing innovations in battery technology, such as large cylindrical and solid-state batteries. For instance, the new BMW iX3, equipped with a new generation large cylindrical battery from EVE Energy, achieved a real-world range of 1007.7 km, surpassing the official WLTP range of 805 km. EVE Energy is also planning a 30 GWh production facility for large cylindrical batteries near BMW's plant in Hungary, expected to be operational by 2026. Companies like CATL, EVE Energy, and Putailai are expected to benefit [2] - Solid-state battery technology is progressing, with laboratory tests showing energy densities reaching 824 Wh/kg, with potential to exceed 1000 Wh/kg in the future. The industry is adopting a strategy of prioritizing solid-state applications in high-value scenarios while using semi-solid-state for transitional applications [2] Lithium Battery Cathode Industry Chain - The lithium iron phosphate (LFP) market is projected to see significant demand growth, with production expected to reach 3.9 million tons in 2025 and 5.8 million tons in 2026. Companies like Hunan Youneng, Rongbai Technology, and Tianci Materials are likely to benefit from this trend [3] - The cost of lithium iron phosphate is anticipated to rise, with the industry cost range reported at 16,798.2 to 17,216.3 yuan per ton in November, an increase of 89.6 yuan per ton from October. The average market price also rose by 279.3 yuan per ton to 14,704.8 yuan [3] - Rongbai Technology announced plans to acquire Guizhou Xinren, which specializes in the research and production of lithium iron phosphate materials, enhancing its production capacity [3] Photovoltaic Industry Chain - The photovoltaic sector is undergoing a "reverse internal competition" with major companies like Longi, Aiko, and GCL benefiting. A self-regulatory initiative has been formed among leading firms to address industry practices, including the cancellation of export tax rebates and setting production limits for silicon materials [4] - The Ministry of Industry and Information Technology has outlined six key tasks for the photovoltaic industry by 2026, focusing on capacity regulation, innovation, and international cooperation to enhance the industry's global competitiveness [4] AI + New Energy and Wind Power Industry Chain - The application of robotics in manufacturing is advancing, with CATL launching the world's first humanoid robot production line for battery assembly, marking a significant breakthrough in intelligent manufacturing [5] - The wind power sector is experiencing unexpected growth, with a total of 117.97 GW of wind power projects opened for bidding from January to November 2025. The market is highly concentrated, with the top five companies holding a combined market share of 68.02% [6] - Daikin Heavy Industries has commenced manufacturing core components for the BC-Wind offshore wind project in Poland, marking its first international project [6]