2. 北京经济技术开发区网站1月31日消息，近日，北京经济技术开发区管理委员会印发《关于进一步加 快建设全域人工智能之城的实施方案（2026—2027年）》。其中提出，到2027年底，重点打造不少于10 个代表性标杆智能场景综合体，推动100个垂类模型面向具体场景开展实际应用，构建一批高质量、可 用的行业数据集，聚集人工智能产业链核心企业1000家，通过社群协作网络引聚超级个体及独立开发者 10000人，推动智能经济核心产业规模与能级实现显著跃升。详见报道《北京经开区：适度超前布局前 沿技术，坚持前沿技术与人工智能的双向赋能》 3. 央视财经消息，由于贵金属期货价格近期剧烈波动，为确保市场正常交易，美国芝加哥商品交易所集 团于当地时间本周五发布公告，宣布上调多个贵金属期货保证金比例。其中，对于非高风险账户，黄金 期货保证金将从合约名义价值的6%提高至8%，而高风险账户的保证金则从6.6%上调至8.8%。白银方 面，非高风险账户的保证金将从合约名义价值的11%提高至15%，高风险账户将从12.1%提高至16.5%。 此外，铂金和钯金期货的保证金比例也被上调。 重要新闻提示 北京经开区：适度超前布局前沿技术，坚持 ...

重要新闻提示 北京经开区：适度超前布局前沿技术，坚持前沿技术与人工智能的双向赋能 我国成功发射阿尔及利亚遥感三号卫星B星 美国芝加哥商品交易所集团宣布上调多个贵金属期货保证金比例 财经新闻 1． 国家统计局1月31日发布数据显示，1月份，制造业采购经理指数（PMI）、非制造业商务活动指数 和综合PMI产出指数分别为49.3%、49.4%和49.8%，比上月下降0.8个、0.8个和0.9个百分点，经济景气 水平有所回落。 2． 北京经济技术开发区网站1月31日消息，近日，北京经济技术开发区管理委员会印发《关于进一步 加快建设全域人工智能之城的实施方案（2026—2027年）》。其中提出，到2027年底，重点打造不少于 10个代表性标杆智能场景综合体，推动100个垂类模型面向具体场景开展实际应用，构建一批高质量、 可用的行业数据集，聚集人工智能产业链核心企业1000家，通过社群协作网络引聚超级个体及独立开发 者10000人，推动智能经济核心产业规模与能级实现显著跃升。详见报道《北京经开区：适度超前布局 前沿技术，坚持前沿技术与人工智能的双向赋能》 3． 央视财经消息，由于贵金属期货价格近期剧烈波动，为确保市场正常 ...

南财智讯1月31日电，杰瑞股份在投资者关系活动中表示，未来将在数据中心、工业能源和新型电力系 统三大赛道持续深耕，通过不断的技术创新、产品迭代与工程交付能力，推动清洁能源装备的智能化、 规模化应用；依托能源装备与智能服务领域的综合优势，构建覆盖发电、储能、配电及热能管理的一体 化解决方案，实现从能源生产到用电保障的高效协同，持续强化高可靠电力支撑能力。 ...

据悉，沪东中华手持订单超过50艘，生产计划已排至2030年。作为LNG产业链的"链长"，沪东中华 正拉动国内130余家高端配套企业协同发展，驱动着一个千亿级高端装备产业集群的升级与壮大。当 前，沪东中华正深耕清洁能源装备领域，已经推出十多型可运输液氢、液氨、乙烷等新型清洁能源的绿 色船舶，为保障国家能源安全，推动全球绿色低碳发展贡献中国智慧与中国方案。 中证报中证网讯（记者 乔翔）记者1月30日获悉，中船集团旗下沪东中华造船（集团）有限公司 （简称"沪东中华"）建造的第60艘大型液化天然气（LNG）运输船"天山"号提前两个月命名交付。"天 山"号总长295米，型宽45米，型深26.25米，服务航速19.5节，兼具蒸发率低、能耗低、可靠性高、环保 性高、通用性强、经济性优等多重优势，并在设计、环保、能效方面均达到了世界领先水平。 ...

Group 1 - The company, Xiangtan Yongda Machinery Manufacturing Co., Ltd., has been awarded a bid for the 2026 annual procurement project of "cabin platform (rear seat)" by Mingyang Smart Energy Group Co., Ltd. [1] - The project involves a total order quantity of approximately 2,100 units, including 1,700 onshore models and 400 offshore models, with a total bid amount of about 350 million yuan [1][2] - The company does not have any related party relationship with the bidder, ensuring independence in its business operations [1][2] Group 2 - The bid win is expected to positively impact the company's future operating performance, particularly as the demand for clean energy equipment continues to rise amid the global energy transition [2] - The cabin platform is a core component of offshore wind power equipment, and its market demand is steadily increasing, aligning with the company's main business focus [2]

Core Viewpoint - The article highlights the recent institutional research activities among listed companies, focusing on the performance of specific stocks and the strategic developments of key players in various industries. Group 1: Institutional Research Activities - A total of 223 listed companies received institutional research from December 1 to December 5, with only 30% of the researched stocks achieving positive returns during the week [3]. - Notable stocks that saw significant gains include Hai Xin Food, which rose nearly 32%, and others like Tongyu Communication, Jereh, and Kexiang, which increased by over 20% [4]. Group 2: Jereh's Strategic Developments - Jereh remains the most researched company, with 176 institutions participating in its December 2 research, resulting in a cumulative stock increase of 26.40% for the week [6]. - The company announced a sales contract for generator sets with a global AI giant, valued at over $100 million, marking a strategic upgrade in the North American market [8]. - Jereh aims to deepen its focus on data centers, industrial energy, and new power systems, emphasizing technological innovation and collaboration with clients [8]. Group 3: Tianhua New Energy's Growth - Tianhua New Energy hosted 76 institutional research sessions, with significant interest in its business areas, particularly lithium battery materials, which account for over 90% of its revenue [10]. - The company is set to receive an investment of over 2.6 billion yuan from CATL, making it the second-largest shareholder, which is expected to enhance its operational stability and growth potential [10][11]. Group 4: Three Gorges Tourism's Project Updates - Three Gorges Tourism engaged with 60 institutions, focusing on the progress of its inter-provincial cruise project, with the first two self-built cruise ships expected to operate by mid-2026 [13]. - The company has a low debt ratio of 18.81% as of Q3 2025, indicating strong financial health and the ability to self-fund project shortfalls [13]. Group 5: Dajin Heavy Industry's European Expansion - Dajin Heavy Industry received attention from 58 institutions, showcasing advancements in shipbuilding and overseas business expansion [15]. - The company has signed a contract worth approximately 1.339 billion yuan for a project with a leading European energy firm, expected to be delivered by 2027 [16]. - Dajin is focusing on enhancing its competitiveness in the European market by expanding its service offerings and local supply capabilities [16].

Group 1: Market Overview - During the week of December 1 to December 5, 223 listed companies received institutional research, with only 30% of the stocks under research achieving positive returns [1] - Notable stock performances included Hai Xin Food rising nearly 32%, and companies like Tongyu Communication, Jereh, and Kexiang rising over 20% [1] Group 2: Jereh Group - Jereh Group remained the most researched company, with 176 institutions participating in its December 2 research, resulting in a cumulative increase of 26.40% in its stock price [2][10] - The company signed a sales contract for power generation units worth over $100 million with a global AI industry giant, marking a strategic upgrade in the North American market [4][12] - Jereh's management indicated plans to continue focusing on data centers, industrial energy, and new power systems, emphasizing technological innovation and product iteration [4][12] Group 3: Tianhua New Energy - Tianhua New Energy hosted 76 institutional research sessions, with a focus on its lithium battery materials business, which accounts for over 90% of its revenue [5][13] - The company is set to have CATL as a strategic investor, acquiring 13.54% of its shares, which is expected to enhance operational stability and governance [5][13] - Tianhua's lithium salt production capacity currently stands at 16.5 million tons per year, with plans to expand to 25-26 million tons based on market demand [6][14] Group 4: Three Gorges Tourism - Three Gorges Tourism received attention from 60 institutions regarding its inter-provincial cruise project, with the first two self-built cruise ships expected to be operational by mid-2026 [7][15] - The company reported a low debt ratio of 18.81% as of Q3 2025, indicating strong financial health and no immediate plans for equity financing [15] Group 5: Dajin Heavy Industry - Dajin Heavy Industry welcomed 58 institutions for research, highlighting advancements in shipbuilding and overseas business expansion [8][17] - The company introduced the III-type ship, a multifunctional transport vessel, and secured a contract worth approximately 1.339 billion yuan for a project with a leading European energy company [8][16] - Dajin plans to deepen its presence in the European offshore wind market, focusing on assembly manufacturing and local service provision [9][17]

Group 1 - This week, 223 listed companies received institutional research, with only 30% of the researched stocks achieving positive returns, highlighting a mixed performance in the market [2] - Among the top-performing stocks, Hai Xin Food surged nearly 32%, while Tongyu Communication, Jereh, and Kexiang shares rose over 20% [2] - Jereh remains the most focused company by institutions, with 176 institutions participating in its research, leading to a cumulative increase of 26.40% in its stock price [3] Group 2 - Jereh's subsidiary signed a sales contract for power generation units worth over $100 million with a global AI industry giant, marking a strategic upgrade in the North American market [3] - The company aims to deepen its involvement in data centers, industrial energy, and new power systems, focusing on technological innovation and product iteration [4] Group 3 - Tianhua New Energy received attention from 76 institutions, particularly regarding its strategic investment from CATL, which will hold 13.54% of the company post-investment [5][6] - The company plans to expand its lithium salt production capacity from 16.5 million tons/year to 25-26 million tons/year to strengthen its market position [6] Group 4 - Sanxia Tourism engaged 60 institutions, discussing the progress of its inter-provincial cruise project, with the first cruise expected to be operational by June 2026 [7] - The company has a low debt ratio of 18.81% as of Q3 2025, indicating strong financial stability and no immediate plans for equity financing [7] Group 5 - Dajin Heavy Industry welcomed 58 institutions for research, showcasing advancements in shipbuilding and overseas business expansion [8] - The company has secured a contract worth approximately 1.339 billion yuan for a project with a leading European energy company, expected to be delivered by 2027 [8][9] - Dajin Heavy Industry is focusing on enhancing its competitiveness in the European market by expanding its service offerings and local supply capabilities [9]

Group 1: Market Performance and Institutional Interest - A total of 223 listed companies received institutional research during the week of December 1-5, with only 30% of the researched stocks achieving positive returns, highlighting a mixed market sentiment [1] - Notable performers included HaiXin Food, which rose nearly 32%, and other companies like Tongyu Communication, Jereh, and Kexiang, which saw increases of over 20% [1] - Jereh remained the most researched company, attracting 176 institutions, and its stock price increased by 26.40% during the week [2] Group 2: Jereh's Strategic Developments - Jereh's subsidiary signed a sales contract for power generation units worth over $100 million with a global AI industry leader, marking a strategic upgrade in the North American market [2] - The company also secured another contract for gas turbine generator sets, emphasizing its capabilities in providing reliable and flexible power generation solutions for data centers and industrial applications [2][3] Group 3: Tianhua New Energy's Strategic Investment - Tianhua New Energy hosted 76 institutional research meetings, focusing on its core business in lithium battery materials, which accounts for over 90% of its revenue [4] - The company announced a strategic investment from CATL, which will acquire a 13.54% stake, enhancing Tianhua's operational stability and growth potential [4] - Tianhua plans to expand its lithium salt production capacity from 16.5 million tons/year to 25-26 million tons/year to solidify its market position [5] Group 4: Three Gorges Tourism's Project Updates - Three Gorges Tourism engaged with 60 institutions, discussing the progress of its inter-provincial cruise project, with the first two self-built cruise ships expected to be operational by mid-2026 [7] - The company reported a low debt ratio of 18.81% as of Q3 2025, indicating strong financial health and the ability to self-fund project shortfalls without immediate equity financing [7] Group 5: Dajin Heavy Industry's European Expansion - Dajin Heavy Industry welcomed 58 institutions for research, showcasing advancements in shipbuilding and overseas business development [8] - The company has secured a contract worth approximately 1.339 billion yuan for a project with a leading European energy firm, expected to be completed by 2027 [8][9] - Dajin is focusing on expanding its service offerings in Europe, transitioning from a product supplier to a system service provider, thereby enhancing its competitive edge in the region [9]

Core Viewpoint - Luxi New Energy Equipment Group Co., Ltd. is a leading manufacturer in clean energy equipment, focusing on natural gas, hydrogen, and special gases, and has achieved significant recognition in the industry [1][3]. Group 1: Company Overview - Luxi New Energy is a member of the China Transportation Association and has received various accolades, including provincial-level "Industrial Design Center" and "Advanced Unit for Manufacturing Transformation and Upgrading" [1]. - The company holds multiple design and operational qualifications, including fixed and mobile pressure vessels, pressure pipeline installation, and hazardous chemicals operation [2]. Group 2: Product and Market Position - The main products include long tube trailers, bundle containers, and special gas storage and transportation devices, with certifications from various international standards [2]. - Luxi ranks first in CNG container exports in China and has recently secured a significant export order to Central Asia, reflecting its strong market position [3]. Group 3: Technological Advancements - The company has developed the largest high-purity special gas cylinder with a diameter of 850mm, certified by GB, TPED, and DOT, and is capable of storing various high-purity liquefied gases [4]. - Recent innovations include the development of special gas containers for transporting high-purity gases, meeting international transport standards and enhancing safety for sectors like semiconductor manufacturing and healthcare [4]. Group 4: Future Outlook - Luxi plans to continue extending its industrial chain and focus on product lightweighting, aiming to expand its special gas storage and transportation devices [4].