金十数据6月16日讯，协鑫能科发布异动公告，近期公司生产经营情况正常，内外部经营环境未发生重 大变化，公司、控股股东和实际控制人不存在关于本公司的应披露而未披露的重大事项，或处于筹划阶 段的重大事项。控股股东、实际控制人在本公司股票交易异常波动期间未买卖本公司股票。 协鑫能科：不存在应披露而未披露的重大事项 ...

Market Overview - The three major A-share indices collectively rose today, with the Shanghai Composite Index up by 0.35%, the Shenzhen Component Index up by 0.41%, and the ChiNext Index up by 0.66%. The North Star 50 Index increased by 1.84% [1] - The total market turnover was 12,435 billion, a decrease of 2,604 billion compared to the previous day. Over 3,500 stocks in the market experienced gains [1] Sector Performance - In terms of sector performance, the Ant Financial concept, gaming, film and television, and cross-border payment sectors saw the largest gains, while precious metals and hair medical sectors faced the most significant declines [2] - Notable stocks that hit the daily limit include Sifang Jingchuang, Jinshi Technology, Hailian Jinhui, Hengsheng Electronics, and Hengbao Co., among others in the stablecoin concept sector [2] - Oil and gas stocks continued their strong performance, with stocks like Zhun Oil and Beiken Energy reaching their daily limit [2] - The IP economy concept stocks remained strong, with companies such as Light Media, Dizu Fashion, Zhujiang Piano, and others hitting their daily limit [2] - The hair medical sector led the declines, with stocks like Kanghui Pharmaceutical and Aoyang Health showing significant losses [2] Hot Stocks and Trends - The strongest stocks included Yuanlong Yatu with a four-day limit increase, and several others with two-day limit increases [5] - The Huawei concept sector had 12 stocks hitting the daily limit, with Yuanlong Yatu and Xiexin Energy being notable mentions [6] - The artificial intelligence sector also saw 11 stocks hitting the daily limit, with Yuanlong Yatu and Tianyang Technology among them [7] - The digital economy sector had 10 stocks hitting the daily limit, with Yuanlong Yatu and Jinshi Technology being highlighted [8] Specific Market Drivers - The oil and gas sector was driven by a significant rise in WTI crude oil futures, which opened over 6% higher [9] - The IP economy was boosted by the global popularity of Labubu, indicating a strong recognition of Chinese creative and innovative products internationally [10] - The digital currency sector is influenced by the recent passing of the stablecoin regulation in Hong Kong, which is expected to increase demand for stablecoins, with a global market cap of approximately 240 billion and a trading volume exceeding 20 trillion last year [11][12]

Investment Rating - The report maintains a "Recommended" rating for the industry, indicating a positive outlook for investment opportunities in the fintech sector, particularly in stablecoins and RWA (Real World Assets) [4]. Core Insights - The report emphasizes the global regulatory evolution surrounding stablecoins, highlighting the transition from a "grey area" to a "regulatory sandbox" as major economies establish frameworks to support the industry. This regulatory clarity is expected to enhance market acceptance and reduce transaction costs [9][20]. - The report suggests that the RWA market is poised for significant growth, with projections indicating that the on-chain asset scale could exceed $2 trillion by 2030, up from over $23 billion in 2025 [16][30]. - The report identifies key companies to watch in the stablecoin and RWA sectors, including Zhongke Jincai, Jinzheng Co., and Langxin Group, among others, recommending investors to focus on these entities as they navigate the evolving landscape [30]. Summary by Sections 1. Global Evolution of Stablecoins and RWA - The report outlines the overseas development of stablecoins, noting that major economies are creating regulatory frameworks to facilitate their use in cross-border payments and digital asset transactions. This shift is expected to lead to a more structured and compliant market [9]. - In China, the report discusses the Hong Kong regulatory sandbox for stablecoins, which aims to balance financial stability with innovation, allowing for the issuance of various fiat-backed stablecoins [20][21]. 2. Investment Recommendations - The report recommends focusing on the following companies involved in stablecoins: Zhongke Jincai, Jinzheng Co., Zhong An Online, Lianlian Digital, China Everbright Holdings, Yuxin Technology, Tianyang Technology, Sifang Chuangxin, and Jingbei Fang [30]. - For RWA, the report highlights Langxin Group, Xiexin Energy, and Jieshun Technology as key players, along with potential RWA assets that could be tokenized [30]. 3. Market Review - The report provides a market review for the week of June 9-13, 2025, noting a slight decline in the CSI 300 index by 0.25% and a 2.25% drop in the computer sector, with specific stocks showing significant gains and losses [38][43].

Group 1 - Ant Group and GCL-Poly Energy announced the establishment of a new company "Ant Xinneng" to create an "AI-driven next-generation new energy ecosystem" by integrating AI and blockchain technology with energy project development and management [1] - Ant Xinneng aims to tap into the trillion-level market of energy AI applications, focusing on intelligent operations and decision-making across various electricity business scenarios, including power plant operation and maintenance, electricity trading, and virtual power plants [1][2] - GCL-Poly's President Zhu Yufeng emphasized the goal of providing standardized products for customers to manage energy assets and achieve low-emission targets, particularly in carbon asset management [1][3] Group 2 - The collaboration comes at a time when the domestic electricity market is undergoing significant changes, transitioning from traditional planned scheduling to a multi-layered market system with market-oriented trading mechanisms [2] - GCL-Poly's AI Virtual Power Plant (AIVP) and risk-weighted assets (RWA) innovations won multiple awards at the SNEC exhibition, highlighting the company's leadership in green energy technology and understanding of electricity trading [2] - The partnership is seen as a model of synergy between digital economy and energy industry, marking a strategic choice for GCL-Poly to embrace AI and reshape future energy forms [3]

001376 百通能源 0.08 4.69 650.33 沪指6月13日下跌0.75%，申万所属行业中，今日上涨的有3个，涨幅居前的行业为石油石化、国防军 工、公用事业，涨幅分别为2.05%、1.72%、0.48%。公用事业行业位居今日涨幅榜第三。跌幅居前的行 业为美容护理、传媒，跌幅分别为4.12%、2.53%。 资金面上看，两市主力资金全天净流出476.73亿元，今日有7个行业主力资金净流入，国防军工行业主 力资金净流入规模居首，该行业今日上涨1.72%，全天净流入资金25.70亿元，其次是石油石化行业，日 涨幅为2.05%，净流入资金为15.12亿元。 主力资金净流出的行业有24个，计算机行业主力资金净流出规模居首，全天净流出资金70.43亿元，其 次是汽车行业，净流出资金为54.28亿元，净流出资金较多的还有医药生物、电子、电力设备等行业。 公用事业行业今日上涨0.48%，全天主力资金净流入9731.62万元，该行业所属的个股共131只，今日上 涨的有50只，涨停的有3只；下跌的有69只，跌停的有1只。以资金流向数据进行统计，该行业资金净流 入的个股有48只，其中，净流入资金超5000万元的有5只，净 ...

Group 1 - The core viewpoint of the articles highlights the collaboration between Ant Group's Ant Financial and GCL-Poly Energy to establish a new company, "Ant Xinneng," aimed at creating an AI-driven next-generation renewable energy ecosystem [1][2] - GCL-Poly Energy's stock performance shows significant gains, with a 10% limit up, indicating strong market interest and confidence in the company's future prospects [1] - The public utility ETF has shown a modest increase of 0.61%, reflecting positive sentiment in the public utility sector amid economic stabilization measures [1][2] Group 2 - The report from Galaxy Securities emphasizes that economic stabilization measures are boosting electricity demand and accelerating the energy transition [2] - The public utility sector is characterized by high performance stability and predictable dividends, which are expected to become more attractive as market interest rates decline [2] - As of May 30, 2025, the top ten weighted stocks in the CSI All Share Public Utilities Index account for 58.61% of the index, indicating a concentration of investment in key players like China Nuclear Power and Yangtze Power [2]

Group 1 - The State-owned Assets Supervision and Administration Commission (SASAC) aims to accelerate the training of chief architects who can promote the deep integration of AI technology innovation and industrial innovation [1] - Apple has postponed the upgrade release date for its Siri AI to spring next year [1] - Meta has made a strategic investment of up to $14.3 billion in the AI startup Scale AI and has hired its CEO, Wang Tao, to join the AI team [1] Group 2 - AMD and OpenAI have jointly released a powerful AI chip that enhances inference performance by 35 times [1] - Alibaba's Qianwen and DeepSeek have been selected among the top ten global contributors to AI open source [1] - iFlytek has launched an upgraded intelligent interaction solution, revitalizing its AIUI open platform [1] Group 3 - Ant Group and GCL-Poly have collaborated to build an energy AI service platform [1] - Nanjing is developing into a "Robot City," focusing on the development of embodied robotics industry [1] - ByteDance's AI development tool TRAE has surpassed one million monthly active users [1]

蚂蚁数科与协鑫能科共建能源AI服务平台 金十数据6月12日讯，从SNEC上海光伏展现场获悉，蚂蚁数科与协鑫能科宣布成立新公司蚂蚁鑫能。 新公司将通过整合行业数据与AI大模型技术，实现从电站运维、电力交易到虚拟电厂等各电力业务场 景的智能化运营和决策。去年12月，双方刚战略性签约并合作完成超2亿元光伏绿色资产RWA。 （一 财） ...

Core Viewpoint - The recent reports from photovoltaic companies for 2024 include details on executive resumes and compensation, highlighting the leadership structure and financial remuneration within the industry [1]. Board Members - Zhu Yufeng, born in June 1981, is the Chairman of the Board and holds multiple leadership roles within the GCL Group, with a total pre-tax compensation of 0 million [3]. - Zhu Gongshan, born in February 1958, is a founding member and Chairman of GCL Group, with a total pre-tax compensation of 0 million [4]. - Sun Wei, born in July 1971, has over 20 years of experience in financial management and received a total pre-tax compensation of 0 million [5]. - Zhu Zhanjun, born in August 1969, has held various managerial positions within the company and serves as Vice Chairman, with a total pre-tax compensation of 0 million [6]. - Jiang Weipeng, born in October 1983, has extensive experience in production management and currently serves as General Manager, with a total pre-tax compensation of 220 million [7]. - Ma Junjian, born in September 1983, is the Secretary of the Board and has received a total pre-tax compensation of 143 million [8]. - Cheng Bo, an independent director, received a total pre-tax compensation of 22 million [9]. - Zhang Lijun, an independent director, has a total pre-tax compensation of 22 million [10]. - Huo Jiazhen, an independent director, also received a total pre-tax compensation of 22 million [11]. Supervisory Board Members - Li Kecun, born in July 1978, is the Chairman of the Supervisory Board with a total pre-tax compensation of 100 million [11]. - Dai Mengyang, born in March 1973, has a legal background and received a total pre-tax compensation of 100 million [12]. - Sun Guoliang, born in December 1983, has been with the company since 2011 and received a total pre-tax compensation of 120 million [14]. Senior Management Team - Fang Jiancai, born in February 1980, serves as Vice General Manager and CFO, with a total pre-tax compensation of 120 million [15].

Group 1 - The National Energy Administration anticipates that the overall power supply during the peak summer period will be secure, although some regions may experience tight supply during peak hours [1] - Power industry listed companies are leveraging their strengths through coal power, green energy development, virtual power plant construction, and energy storage technology to ensure stable power supply [1] - Jiangsu Guoxin has reported sufficient coal reserves and a robust emergency response system, indicating confidence in meeting grid demands during peak electricity usage [1] Group 2 - China Yangtze Power's new solar power project is expected to generate approximately 19.84 million kilowatt-hours of clean energy annually, saving about 59,700 tons of standard coal and reducing CO2 emissions by approximately 163,500 tons [2] - Energy storage technology is increasingly crucial for addressing the mismatch between electricity supply and demand, with GCL-Poly Energy reporting multiple grid-connected energy storage projects [2] - The proactive layout of listed companies in the green energy sector not only supports summer power supply but also contributes to carbon emission reduction goals [2] Group 3 - Virtual power plants are emerging as an innovative solution for optimizing power systems and market transactions by aggregating distributed resources [3] - GCL-Poly Energy is enhancing its virtual power plant management platform through digital technology to ensure stable power supply and reduce energy consumption [3] - Industry experts emphasize the need for continued technological innovation and investment to address challenges and improve power supply capabilities for sustainable energy development [3]