来源：环球网 在"双碳"目标引领与乡村振兴政策加码的背景下，农村家庭如何实现"资产增值+养老无忧"的双重目 标？创维集团旗下能源生态品牌（创维光伏全资子公司）——能亮科技，以数字科技赋能绿色能源，推 出全新户用光伏解决方案「阳老金」，通过"光伏存折"让农户屋顶变"银行"，更创新布局离网型光储餐 车，拓展绿色经济新场景，为农村养老与灵活就业群体提供"造血式"解决方案。 「阳老金」是能亮科技响应国家户用光伏新政推出的创新模式，聚焦农村家庭自建电站需求，提供「自 投」与「助融」双路径选择，"双模式、高收益、全运维、全覆盖、强实力"五大优势，真正实现"建站 零门槛，养老有保障"。 针对不同经济条件的用户，「阳老金」推出两大模式： 自投模式：适合资金充裕、追求资产长期增值的用户。用户全款投资建设电站，电站并网后发电收益直 达账户。 助融模式：希望实现"0元启动"的用户则可选择 "助融模式"，通过合作金融机构申请融资建站，电站建 成后用发电收益还款，剩余收益归用户所有，大幅降低参与门槛。 从用户到金融机构，再到能亮科技的全链条服务与国家电网的全额收购保障，"阳老金" 构建起闭环式 收益生态，让每一户家庭都能安心持有 "光 ...

金秋十月，金风科技投资百亿、筹建3年的绿氢制绿色甲醇项目迎来新突破——项目一期生物质气化炉工艺验证成功。从技术突破到产业实践，绿色甲醇"点 燃"当地绿色氢氨醇产业之火。伴随更多上下游企业集聚，兴安盟经开区这处被"风"眷顾的热土，迎来新的发展机遇。 绿醇"燃动"产业界，万吨产能解燃料焦虑 10月5日，金风科技兴安盟绿氢制绿色甲醇项目一期气化炉核心工艺验证成功。待正式投产后，绿色甲醇燃料将源源不断地从兴安盟经开区运出，经铁路运 抵营口港，最终加注装载到远洋货轮上。 图为一期项目气化炉核心工艺验证现场（受访者提供） 甲醇作为一种清洁能源，在交通运输、电力生产以及化工制造等多个领域有着广泛的应用前景。资料显示，根据生产工艺不同，甲醇可分为黑醇、灰醇、蓝 醇以及绿醇。其中，绿醇是指以生物质、绿氢等可再生资源为原料生产的甲醇，其全生命周期碳排放显著低于传统工艺，最具环保效益。据悉，该项目生产 的绿醇均为"就地取材"，制氢所需的电来源于兴安盟的风力发电场，水来自周边的河流和水库，原料来自废弃玉米秸秆，主打 "低碳减排"。 近年来，随着降碳步伐加快，绿色甲醇需求量在全球范围内大增。2025年以来，我国多个绿色甲醇项目开工或投 ...

卢拉总统在仪式上动情地表示，这座比亚迪工厂让当地人民"重拾尊严"。简短的话语，承载着厚重的期望与发展成果。55亿雷亚尔（约71 亿元人民币）的巨额投资，直接或间接创造的2万个就业岗位，以及规划年产能高达15万辆的现代化基地，在拉美地区经历"去工业化"困惑 的当下，比亚迪带来的不仅是电动车产品，更是一场以绿色科技为引擎的"再工业化"希望，为区域经济注入了可持续发展的强心剂。 在巴伊亚州那片曾经回荡着福特引擎声的土地上，一场无声却意义深远的"交接"正在上演。比亚迪创始人王传福亲手将车钥匙交付到巴西 总统卢拉手中，中国驻巴西大使祝青桥等双方政要共同见证。昔日传统燃油车巨头的工厂旧址，如今成为中国新能源汽车迈向全球的桥头 堡，标志着全球汽车产业格局正在经历深刻重塑。 1400万，这个数字背后，是比亚迪作为全球首家达成此成就的新能源车企的雄厚实力，更是中国汽车工业从昔日的"市场换技术"，到如今 凭借创新与技术引领，逐步转向全球汽车产业"引领者"角色的有力证明。选择在巴西，将这一极具历史意义的车辆赠予卢拉总统，本身就 是强烈的信号：中国智造正以其绿色、创新的内核，成为新兴市场国家推进工业化进程、实现低碳转型的可靠伙伴与强 ...

· 2025 年 10 月 10 日 国都港股操作导航 | 海外市场重要指数 | 收市 | 幅度 | | --- | --- | --- | | 道琼斯工业指数 | 46,358.42 | -0.52% | | 标普 500 指数 | 6,735.11 | -0.28% | | 纳斯达克综合指数 | 23,024.63 | -0.08% | | 英国富时 100 指数 | 9,509.40 | -0.41% | | 德国 DAX 指数 | 24,611.25 | 0.06% | | 日经 225 指数 | 48,234.00 | -0.71% | | 台湾加权指数 | 27,063.68 | -0.54% | | 内地股市 | | | | 上证指数 | 3,933.97 | 1.32% | | 深证成指 | 13,725.56 | 1.47% | | 香港股市 | | | | 恒生指数 | 26,752.59 | -0.29% | | 国企指数 | 9,530.13 | 0.07% | | 红筹指数 | 4,011.76 | 1.66% | | 恒生科技指数 | 6,471.34 | -0.66% | | A ...

Core Viewpoint - The China-South Korea economic and trade relationship is at a new historical juncture, facing risks and challenges due to the evolving international landscape, regional cooperation dynamics, and structural changes in their economic ties. However, the complementary nature of their industrial structures and the pragmatic diplomatic approach of the South Korean government provide a solid foundation for cooperation and potential growth in new areas [1][2]. Group 1: Economic Cooperation Framework - The formal implementation of the Regional Comprehensive Economic Partnership (RCEP) has injected strong institutional momentum into China-South Korea economic relations, significantly reducing regional transaction costs and enhancing supply chain resilience [1][2]. - Under the RCEP agreement, both countries will implement zero tariffs on 86% of each other's products, including key sectors like automotive parts and chemicals, opening new avenues for high-value industry cooperation [2]. - The RCEP's rules of origin accumulation mechanism is crucial for deepening the integration of the industrial chains between China and South Korea, allowing for easier access to tariff benefits [2]. Group 2: Digital and Green Economy - The digital and green economies are emerging as new growth points for China-South Korea economic cooperation, driven by both countries' internal demands for economic transformation and global sustainability agendas [3]. - In the digital technology sector, cooperation is expanding into areas such as e-commerce, artificial intelligence, cloud computing, and big data, with significant investments planned by both governments [3]. - In the green economy, both countries are actively pursuing carbon neutrality and have made substantial progress in renewable energy, electric vehicles, and hydrogen energy technologies [3]. Group 3: Local Cooperation and Mechanism Innovation - Local-level cooperation between China and South Korea is characterized by innovative practices such as city pairings and logistics integration, which have become vital for practical collaboration [4][5]. - The "Twin Cities and Twin Halls" model between Weihai and Incheon has successfully facilitated over 320 trade exchange activities, generating a trade volume of $1 billion [4]. - Platforms like the Changchun International Cooperation Demonstration Zone are expanding cooperation opportunities, enhancing logistics capabilities in Northeast Asia [5]. Group 4: Future Prospects - The ongoing release of RCEP benefits and the advancement of the third phase of the China-South Korea Free Trade Agreement negotiations are expected to foster continuous innovation in local cooperation, particularly in industrial chain collaboration and cross-border financial cooperation [5]. - The commitment to mutual respect and benefit will be essential for the sustained development of China-South Korea economic relations, contributing to regional economic stability and prosperity [5].

研究院 2025 年 10 月 09 日 2025 年第 34 期（总第 606 期） Ω 中银研究产品系列 | 作 者：周景彤 中国银行研究院 | | --- | | 叶银丹 中国银行研究院 | | 刘 晨 中国银行研究院 | | 电 话：010 - 6659 4264 | 签发人：陈卫东 联系人：程栖云 刘佩忠 电 话：010 - 6659 4016 ＊ 对外公开 ＊＊ 全辖传阅 ＊＊＊ 内参材料 "十五五"专题研究系列之一 我国经济社会发展内外部环境条件 八大趋势（上）＊ "十五五"时期是为基本实现社会主义现代化夯 实基础、向高收入国家迈进的关键期。中国经济发展 的历史方位和内外部环境条件都将发生重大变化。从 外部看，"十五五"时期是中国应对全球变局的战略 突围期。外部环境依然趋紧，"双循环"格局发生重 大变化；国际金融市场分化与变革并存，不确定性明 显上升。从内部看，"十五五"时期是高质量发展的 深化拓展期，机遇大于挑战。在需求端，以国内大循 环为坚实基础应对外循环的不确定性，成为"十五 五"时期"双循环"新发展格局持续深化的重要依 托。消费规模稳步增长，观念变化带动消费需求加速 分化；投资仍是促增长 ...

技术突破亦捷报频传。位于福建福清的海上风电研究与试验检测基地，作为我国首个国家级海上风电试验基地，建成后可开展世界最大容量风电机组和 最长尺寸风机叶片的检测试验，为深远海风电发展提供关键技术支撑。 市场表现亮眼，机构关注度升温 风电板块近期在资本市场表现抢眼。据数据宝统计，近60只风电概念股年内股价平均上涨33.65%，仅7股下跌。中材科技以163.48%的涨幅领涨，其控股 子公司拟在乌兹别克斯坦投资建设风电叶片制造基地，进一步拓展海外市场，2024年公司风电叶片销量24吉瓦，同比增长10.9%，市场占有率全球第一。 电气风电年内涨幅达156.78%，大金重工、新强联、阳光电源、杭齿前进等个股涨幅均超100%。 机构对风电板块青睐有加。截至今年上半年，近半数概念股的公募基金持股比例超3%，其中三一重能、阳光电源、禾望电气、新强联、大金重工等11股 公募基金持股比例均超10%，三一重能以31.69%的持股比例居首，同时获社保基金重仓5.25%。 【环球网财经综合报道】随着四季度资本市场布局窗口开启，风电产业凭借明确的增长逻辑与技术突破，成为目前市场追捧的热点之一。 政策利好与技术突破双轮驱动 国家能源局最新数据 ...

秋日的沂河碧波荡漾，芦苇摇曳间白鹭翩跹；肥城化工园区内的高品质再生水，默默涵养地下水源；潮白河畔，艺术小镇描绘着人与自然和谐共 生的美好图景……近年来，山东以系统思维破解河湖治理难题，走出了一条"污染共治、资源共享、生态共富"的发展之路。 如今的沂河风景优美如画。新华社记者袁敏摄 让河湖重现水清岸绿 "快尝尝我们的家乡水，甘甜可口，游客来了都爱喝！"在位于沂河中游的龙湾水乡乡村振兴示范区，游客常被当地的富锶型矿泉水"圈粉"。沂源 县被认定为"中国矿泉水之乡"之一，"一瓶家乡水"成为彰显当地良好水生态的名片。 淄博市生态环境局沂源分局党组成员刘传国介绍，沂源是沂河的发源地，境内流域面积1462平方公里，占全县总面积的89.5%。20世纪90年代， 沂源形成以造纸、制革、酿酒为主的产业结构，沂河各支流也遭遇不同程度的污染，一度沦为劣Ⅴ类水体。 如今，沂河重现蓬勃生机。岸边青山郁郁葱葱，水中各类鱼虾成群，还成了东方白鹳、白骨顶鸡、黑水鸡等近百种鸟类的栖息地。昔日的"臭水 河"成了令村民骄傲的"最美家乡河"。 近年来，山东以全面改善水生态环境质量为重点，谋划实施了一批重点流域水生态保护和修复重大工程，"十四五"期间累 ...

今天分享的是：2025年跨国公司在中国：投资未来共赢发展再起航报告 报告共计：80页 跨国公司深耕中国：共赢发展开启新征程，多重机遇勾勒投资新图景 在经济全球化深度调整的当下，中国凭借稳定的发展环境、持续优化的营商生态以及广阔的市场空间，依然是跨国公司全球布 局的重要选择。商务部国际贸易经济合作研究院2025年6月发布的《跨国公司在中国：投资未来共赢发展再起航》报告，系统梳 理了跨国公司与中国经济共生共荣的历程，展现了全球投资变局下中国市场的独特价值，也为跨国公司在华发展指明了新方 向。 回顾过往，跨国公司已深度融入中国经济发展脉络，成为推动中国开放型经济水平提升、现代化产业体系构建的重要力量。 2024年，中国新设外商投资企业5.9万家，同比增长9.9%，实际使用外资1162亿美元，截至2024年底，外商累计在华设立企业超 123.9万家，累计实际使用外资达20.6万亿元人民币。即便受国际形势影响，中国吸收外资规模虽有波动，但仍稳居发展中国家 前列。从投资结构看，高技术领域成为热点，2024年医疗仪器设备及仪器仪表制造业、专业技术服务业、计算机及办公设备制 造业实际使用外资分别增长98.7%、40.8%和2 ...

Core Insights - The article highlights eight sectors that are thriving despite the economic downturn, suggesting that wealth opportunities can be found in unexpected areas. Group 1: Second-Hand Economy - The second-hand economy is rapidly growing, with sales of items like light bottles reaching 150 billion yuan. Some individuals are successfully refurbishing old furniture and selling it at a 30% premium, while others are specializing in cleaning and reselling baby and digital products at an 80% markup [1]. Group 2: Emotional Value and Affordable Entertainment - Under pressure, consumers are willing to spend on affordable entertainment, with the 2025 Spring Festival box office expected to reach 7 billion yuan. The game "Black Myth: Wukong" sold 4.5 million copies in three months, generating over 1.5 billion yuan in revenue. Short dramas and gaming services are also seeing increased demand [3]. Group 3: Value of Affordable Consumption - The trend of affordable consumption is on the rise, with sales of low-cost food items like pickled vegetables and instant noodles soaring, and pickled vegetables seeing a price increase of 40%. Community group buying has surpassed 30 million daily orders, and discount snack stores are proliferating, with brands like Haitegou reporting annual revenue growth of 200% [5]. Group 4: Skills Exchange and Vocational Education - In tough economic times, there is a growing demand for skill enhancement, with orders for courses in Python programming and CAD design increasing by 230%. A former delivery worker has successfully launched a course on optimizing delivery routes, selling over 5,000 units at 298 yuan each [7]. Group 5: Silver Economy - The silver economy is emerging as a significant market, with over 300 million people aged 60 and above in China. New professions such as bathing assistants and elderly capability assessors are developing, with service fees ranging from 200 to 800 yuan per session [5]. Group 6: Repair Services - The demand for repair services has surged during the economic downturn, with a growth rate of up to 82%. High-margin repair projects, such as mobile phone screen repairs, can yield profit margins exceeding 60% [8]. Group 7: Domestic Substitution - The trend of domestic substitution is becoming essential, with companies like SMIC increasing production capacity and WPS software gaining 500 million users, growing at 30% annually. There are opportunities for service providers to teach users about domestic software [10]. Group 8: Green Economy - The green economy is witnessing new opportunities under the dual carbon goals, with significant growth in sectors like photovoltaics and energy storage. The number of buyers for new energy charging piles has increased by 2.5 times, with transaction volumes rising by 184% [13].