Core Viewpoint - Shanxi province is undergoing a comprehensive green transformation and economic development, aiming for high-quality growth and ecological protection as it enters the "15th Five-Year Plan" period [2][27]. Economic Development - Shanxi's GDP exceeded 2.5 trillion yuan, with an average annual growth rate of 5% during the "14th Five-Year Plan" period [6]. - Per capita GDP increased from 52,000 yuan in 2020 to 74,000 yuan by 2025 [6]. Environmental Protection - The "One River Clear Water into the Yellow River" ecological protection project aims to improve water quality, with the proportion of excellent water bodies increasing to 98.9% by 2025 [10][12]. - Forest coverage in Shanxi rose to 22.22%, exceeding growth targets, with 21 million mu of afforestation completed during the "14th Five-Year Plan" [12]. Energy Transition - Shanxi has built 400 intelligent coal mines, increasing the proportion of advanced coal production capacity from 68% in 2020 to 84% [14]. - By 2025, installed capacity for renewable and clean energy is expected to reach 90.48 million kilowatts, surpassing coal power for the first time [14]. Tourism and Cultural Development - The number of visitors to Shanxi Museum reached 993,000 in 2025, with over 70% being from outside the province [20]. - The tourism industry is projected to grow at an annual rate of 6.5% during the "15th Five-Year Plan" period [20]. Infrastructure Development - Shanxi has constructed a 13,000-kilometer tourism highway network, connecting 531 national protected buildings and 976 scenic spots, benefiting 232.2 million people [26]. - The province achieved "county-level expressway access" and "city-level high-speed rail access" as part of its transportation modernization efforts [26].

编者按：乘势而上，阔步向前。2026年是"十五五"开局之年，是全面建设社会主义现代化国家新征程的关键起步期。开局即发力，各地动能澎湃，锐意进 取。央广网特别策划推出《行稳致远开新局》，讲述过去五年来各地迎难而上、砥砺奋进的万千气象，呈现经济实力、科技实力、综合国力跃上新台阶背后 的发展肌理，以走在前、作示范、挑大梁的责任担当和发展韧性，为"十五五"开好局、起好步凝心聚力，不断开创中国式现代化建设新局面。 沿着山西长城一号旅游公路行驶，沿途山峦之上，烽火台、城墙等遗迹在车窗外形成一幅流动的画卷。当游人还沉浸在古老长城带来的视觉震撼中时，沿途 朔州广武国际滑雪场里游客的欢笑与雪板飞驰的呼啸，又为晋北大地奏响了一曲冰雪乐章。这座国家级滑雪旅游度假地毗邻广武明长城、旧广武城等历史遗 迹，每年吸引着大批滑雪爱好者前来体验"与长城同滑"的独特魅力，直接带动周边村庄农民人均增收千元以上。 5年里，山西在加快经济社会发展全面绿色转型中奏响奋"晋"强音。全长1.3万公里的三个一号旅游公路，将五千年山西好风光串珠成链，以"文旅+"赋能城 乡蓬勃脉动；全省智能化煤矿达到400座，煤炭先进产能占比提高到84%；黄河干流山西段达到Ⅱ类 ...

Core Viewpoint - Chongqing Machinery and Electric (02722.HK) stock price reached a new high of 2.85 HKD on February 12, 2026, closing at 2.78 HKD, with a daily increase of 4.51% driven by strong performance in revenue and profit growth [1] Business Performance - In 2025, the group reported a revenue increase of 10.15% year-on-year, with total profit rising by 10.88%. Operating profit, reflecting core profitability, surged by 161.28%. All business segments, including high-end equipment, transportation equipment, and electronic information, achieved double-digit growth, with the electronic information segment seeing a revenue increase of 135.4% [1] - The asset quality improved, with the return on equity rising to 4.12% and labor productivity reaching 267,300 CNY per person [1] Institutional Insights - Industrial insights indicate that Chongqing Cummins, in which the company holds a stake, benefits from the growing demand for backup power in data centers. Additionally, Chongqing Hitachi Energy is experiencing strong orders due to overseas high-voltage grid construction and investments in distributed grids driven by AI computing power [2] - In the first half of 2025, Chongqing Hitachi Energy contributed an investment return to the machinery and electric sector that increased by 156.6%, while Chongqing Cummins saw steady sales growth [2] Business Developments - The group revitalized assets worth 1.757 billion CNY through the "three attacks and one revitalization" reform and turned around loss-making enterprises like Sagumi Company. In terms of technological innovation, 84 new invention patents were authorized in 2025, and the development of 60 new platform-level products, including the fourth-generation nuclear power lead-bismuth main pump, was advanced [3] - Subsidiaries like Xiji Company are expanding into new fields such as low-altitude economy and emergency command, with significant contributions from innovative business orders [3] Funding Trends - The company was included in the MSCI Global Small Cap Index in November 2025, which is expected to enhance funding attention. Additionally, policy support for new productive forces and green transformation provides external backing for the company's initiatives in clean energy and intelligent manufacturing [4]

Core Viewpoint - Central enterprises are playing a crucial role in supporting the high-quality development of Shanxi by leveraging their strengths in various sectors, including energy security, infrastructure, and technological innovation [1][2]. Group 1: Central Enterprises' Contributions - Central enterprises are actively collaborating with Shanxi to enhance energy security, upgrade industries, and improve transportation networks, contributing to a series of successful outcomes in the region [2]. - The Daqin Railway has achieved a normalized transportation capacity of 450 million tons per year, facilitating the supply of coal and ensuring national energy security [1][3]. Group 2: Strategic Cooperation and Development - Shanxi has positioned itself as a welcoming environment for central enterprises, encouraging investment and collaboration to drive traditional industry upgrades and foster new industries [3]. - The establishment of strategic partnerships between Shanxi and central enterprises has led to significant investments and project developments, enhancing the region's economic foundation [3]. Group 3: Infrastructure and Transportation - The Taiyuan Railway Bureau has completed the construction of the pre-fabricated box beams for the Xiongxin High-speed Railway, which will connect Shanxi with the Beijing-Tianjin-Hebei region, improving the national high-speed rail network [4]. - Central enterprises are enhancing the logistics capabilities in Shanxi, facilitating the movement of coal and manufactured goods, thereby supporting local industries [4]. Group 4: Energy Supply and Green Transition - Central enterprises are committed to ensuring energy supply while promoting a green transition in Shanxi, with significant investments in clean energy projects such as wind and solar power [6][7]. - The State Grid's construction of the Dazhou-Huailai-Tianjin South ultra-high voltage project will add 770 kilometers of clean energy transmission capacity, enhancing Shanxi's energy export capabilities [6]. Group 5: Technological Innovation and Modernization - Central enterprises are driving technological advancements in Shanxi, focusing on high-end manufacturing, digital technology, and ecological protection to support the development of a modern industrial system [8][10]. - Companies like CRRC Dalian are implementing digital transformation initiatives, achieving a system integration rate of 94% and enhancing their manufacturing capabilities [8]. Group 6: Digital Infrastructure and Rural Development - Shanxi Mobile is advancing digital rural construction by creating platforms for governance and smart agriculture, promoting e-commerce and logistics in rural areas [9]. - Central enterprises are investing in digital infrastructure, including 5G networks and computing centers, to support various sectors and enhance the region's digital economy [10].

股票近期走势 经济观察网 濮耐股份（002225）近期在氢能领域追加投资，同时股价呈现波动，主力资金呈净流入状 态。 公司项目推进 2026年1月5日，濮耐股份公告出资3565.18万元受让阜阳谋和氢能投资合伙企业的LP份额，使其对攀业 氢能的持股比例从8.07%提升至16.86%。公司表示此举旨在推进绿色转型，并计划未来推动攀业氢能的 证券化进程。 业绩经营情况 2025年1-9月，公司营业收入41.76亿元，同比增长4.34%；归母净利润9486.59万元，同比下降22.81%。 2026年2月11日，濮耐股份股价上涨2.04%，报6.51元/股，成交额3992.08万元，主力资金净流入611.93 万元。今年以来股价累计上涨14.21%，但近5个交易日下跌1.06%。 以上内容基于公开资料整理，不构成投资建议。 股东人数情况 截至2026年1月31日，公司股东户数为3.74万户，较1月20日减少9.04%，显示筹码趋向集中。 ...

专题：跨国企业在中国 新浪财经ESG评级中心提供包括资讯、报告、培训、咨询等在内的14项ESG服务，助力上市公司传播ESG理念，提升ESG可持续发 展表现。点击查看【 ESG评级中心服务手册】 文 | 新浪财经 李欣然 在当前全球格局深刻调整、科技创新与绿色转型交织并进的时代背景下，中国与欧盟作为世界两大重要经济体，其互动与合作不仅关乎双边关 系，也对全球产业链重构、气候治理和数字经济发展具有深远影响。面对地缘政治变局、供应链韧性挑战以及人工智能等新兴技术带来的变 革，中欧双方如何在竞争与合作中寻找平衡点，成为关注的焦点。 为此，新浪财经对话了欧洲商业联合会（BusinessEurope）总干事 Markus J. Beyrer，围绕绿色转型、AI治理、供应链调整以及中欧经贸关系前 景等核心议题，分享其对欧盟政策取向、企业战略应对以及双边合作路径的洞察与思考。 欧洲商业联合会（BusinessEurope）总干事 Markus J. Beyrer 以下为对话原文： 新浪财经：在地缘政治局势紧张与能源转型的双重压力下，您觉得欧盟政策应如何在提升企业竞争力与加速绿色转型之间取得平衡？在您 看来，将环境和社会因素纳 ...

Group 1 - Precious metals and non-ferrous metals markets have shown significant volatility, with silver and gold prices narrowing their year-to-date gains to 9.1% and 9.9% respectively as of February 6, following a peak at the end of January 2026 [1] - The LME copper price has increased by 2.5% year-to-date, while nickel and lead prices continue to decline, reflecting a divergence in the performance of non-ferrous metals [1] - The recent decline in commodity prices, particularly a 2.7% drop in non-ferrous metals and a 14.1% decrease in lithium carbonate prices, indicates pressure on resource-related stock valuations due to weak domestic demand [1] Group 2 - The mining sector is experiencing active mergers and collaborations, with Chinese mining companies accelerating resource integration driven by high non-ferrous metal prices [2] - Notable transactions include Luoyang Molybdenum's acquisition of a gold mine in Brazil and Zijin Mining's plan to acquire Canadian United Gold for 28 billion yuan, enhancing resource reserves in lead, zinc, and silver [2] - A strategic cooperation framework agreement was signed between China Nonferrous Metal Group and China Gold Group to deepen collaboration in mineral exploration and development [2] Group 3 - Policy focus is on resource security and ecological coordination, with Sichuan province's new exploration initiative attracting 314 million yuan in funding and discovering significant mineral resources [3] - The Ministry of Natural Resources has promoted a balanced approach to mining development and ecological protection through the release of typical cases of ecological product value realization [3] - Tax data indicates that the green industry sales revenue is growing at an annual rate of over 30% during the 14th Five-Year Plan period, with clean energy generation accounting for 42.6% of the total, highlighting the long-term structural transformation in the resource sector [3]

在全球推进绿色转型与"双碳"目标的战略背景下，生物基化学品与材料作为生物制造产业的核心支 柱，凭借原料可再生、全生命周期低碳环保等核心优势，正加速替代传统石油基产品，在包装、纺 织、汽车等领域展现出广阔应用前景，成为全球产业绿色转型的关键赛道。 我国高度重视该领域发展，将生物基新材料列为关键战略材料，多项产业扶持政策持续落地。然 而，产业仍面临包括综合成本竞争力、原料供应链稳定、产品性能优化及终端市场接受度等关键问 题。 基于此， 2026年3月31日-4月1日 ，"第五届中国合成生物学及生物制造大会"将在杭州举办，其中设 置 【 生物基化学品与材料专场】 ，旨在汇聚产学研用多方智慧，破解产业发展难题，助力生物基 化学品与材料产业高质量发展。 大会介绍 0 1 大会时间 | 2026年3月31日-4月1日 大会地点 | 杭州市 大会规模 | 1000人 主办单位 | synbio深波 承办单位 | 享融智云 媒体支持 | synbio新农食、synbio新美护、synbio新材料、生物制造圈、合成生物学俱乐部 扫码 免费 报名参会 论坛设置 0 2 | | 会场一 | 会场二 | 会场三 | | --- | ...

（原标题：欧委会报告显示克罗地亚企业监管负担位居欧盟前列） 据克FINANCIJE.HR网媒 2月3日报道， 欧委会发布第六份单一市场年度报告，对欧盟29项关键营 商指标进行评估。报告显示，克罗地亚企业面临沉重的行政与监管压力，得分仅为2.82分（满分7 分），远低于欧盟平均水平（3.89分），成为欧盟监管负担最重的四个国家之一。 在创新指标方面，克罗地亚表现低迷：每百万居民专利申请量仅10件，远逊于瑞典的468件；风险 投资占GDP比重（0.02%）及研发投入占比（1.35%）均低于欧盟均值。尽管欧盟在AI应用和绿色转型 投资上有所改善，但克在行政简化和科技产出上仍面临严峻挑战。 ...

Group 1 - The copper market is experiencing price fluctuations and supply-demand dynamics, with copper prices retreating from a historical high of 105,020 CNY/ton on February 4 to 101,730 CNY/ton on February 11, marking a daily decline of 0.13% [1] - A projected global copper concentrate shortage of 200,000 tons in 2026 is driven by increased demand from emerging sectors such as AI infrastructure and renewable energy, while supply growth remains limited [1] - The LME copper price is expected to rise to a range of 10,800-12,000 USD/ton, supported by expectations of a Federal Reserve interest rate cut and a weaker dollar, although geopolitical risks and demand shortfalls should be monitored [1] Group 2 - JPMorgan's report on February 8 indicates that the current copper price correction is a technical adjustment rather than a deterioration in fundamentals, with expectations for a rebound in Q2, potentially preceding gold [2] - The China Nonferrous Metals Industry Association suggests that long-term copper price trends are driven by green transition and resource security, but demand for copper in AI infrastructure may fall short by 150,000 tons [2] - Institutions generally favor leading copper companies, such as Zijin Mining, to perform well under tight supply-demand conditions [2]