近日，长鸿会在品牌、信用、资本等多个维度频传喜讯——其在中国内地的运营主体长鸿会(重庆)商业 运营管理有限公司，继成功入选国家级品牌工程"品牌强国"之后，再度荣获企业信用与资信"双AAA等 级认证"；同时，长鸿会旗下香港长鸿投资资产管理有限公司的上市工作也已进入实质性阶段，最快将 于本月底在香港股权交易中心完成挂牌。 一系列权威背书和资本动作，标志着长鸿会正从一个高速成长的智能投资平台，迈入品牌力、信用力、 资本力三位一体的新阶段。 品牌力再上台阶：入选"品牌强国·自主品牌优选工程" 5月中旬，长鸿会(重庆)商业运营管理有限公司凭借其在金融投资、营销拓展和团队建设方面的综合实 力，成功入选由中央广播电视总台栏目组主办的《品牌强国·自主品牌优选工程》。 该工程以"推动中国品牌全球影响力"为核心，遴选对象需具备稳定经营记录、社会信誉良好、行业地位 突出、创新能力强等综合指标优势。 长鸿会作为近年来新兴的智能操盘与金融服务平台，以"金融+实体"协同发展模式在业内形成差异化路 径，赢得了权威认可，也被认为是推动金融服务产业生态升级的典范力量之一。 紧接着，长鸿会再获重磅荣誉——企业信用等级AAA证书与企业资信等级AA ...

Group 1 - The core viewpoint of the articles highlights the rapid growth of renewable energy capacity in China and globally, with China's renewable energy generation capacity expected to increase by over 370 million kilowatts in 2024, contributing to a global total of approximately 4.45 billion kilowatts, a 15% year-on-year increase [1] - The integration of renewable energy sources like wind and solar into the power system poses challenges due to their intermittency and volatility, necessitating stronger regulation capabilities within the power system [1] - Pumped storage power stations are identified as crucial for supporting the development of renewable energy, providing essential energy storage and stability to the power grid [1][2] Group 2 - Pumped storage power stations, often referred to as "super batteries," utilize low-load electricity to pump water to an upper reservoir and release it during peak demand, making them the most mature and economically viable energy storage technology in China [2] - As of the end of 2024, China's total installed capacity of pumped storage power stations is projected to reach 58.69 million kilowatts, with an additional 200 million kilowatts approved for construction [2] - The technology has advanced significantly, with the largest pumped storage power station in the world, Fengning, boasting a capacity of 3,600 megawatts, showcasing China's leadership in this field [2] Group 3 - Current challenges in pumped storage technology include site selection limitations, long construction periods, and insufficient second-level regulation capabilities [3] - The industry is expected to enter a critical phase of large-scale, intelligent, and market-oriented development over the next 5 to 10 years, with a focus on the collaborative development of pumped storage and new energy storage technologies [3] - A multi-level energy storage system combining long-term and short-term storage solutions is proposed to support the stable operation and efficient consumption of high proportions of renewable energy [3]

Group 1 - The meeting emphasized the importance of studying Xi Jinping's important speeches and articles, particularly regarding the construction of a strong education system and the responsibilities of youth organizations [1][2] - The meeting highlighted the need for strict implementation of the newly revised "Regulations on Saving and Opposing Waste in Party and Government Agencies," focusing on frugality and efficient use of financial resources [3] - The meeting discussed the integration of poverty alleviation efforts with rural revitalization, stressing the importance of employment and industry support policies for low-income populations [3] Group 2 - The meeting conveyed the spirit of the 2025 Yangtze River Delta Leaders' Forum, emphasizing collaboration among regions to enhance technological and industrial innovation [3] - The meeting reviewed the "14th Five-Year Plan" preparation, underscoring the need for scientific, democratic, and lawful decision-making processes [4]

Core Insights - The Beijing-Tianjin-Hebei (Jing-Jin-Ji) coordinated development has entered its second decade, achieving significant results in areas such as the decongestion of non-capital functions from Beijing, transportation integration, ecological environment governance, and industrial collaboration [1][2] - The regional index for Jing-Jin-Ji has increased from 0.38 in 2018 to 0.58 in 2023, indicating a transition to a new stage of deep coordinated development [1] - The focus has shifted from pollution control to industrial collaboration and innovation-driven development, emphasizing comprehensive coordination across economic, social, and ecological dimensions [1] Group 1: Current Challenges - There are pressing issues such as regional development imbalances, with disparities in per capita GDP and public services among Beijing, Tianjin, and Hebei [2] - Hebei's economic structure remains heavily reliant on traditional heavy industries, with insufficient representation of strategic emerging industries, leading to a disconnect with Beijing's high-tech industries [2] - The efficiency of technology transfer within the Jing-Jin-Ji region is low, with weak supporting elements like pilot testing platforms and industrial funds in Tianjin and Hebei [2] Group 2: Initiatives and Measures - The three regions are actively exploring solutions, such as Tangshan's efforts to enhance technology transfer capabilities and build a regional innovation chain that complements Beijing and Tianjin's advantages [2][3] - The recent 2025 Jing-Jin-Ji party and government leaders' meeting focused on "technology transfer," approving measures to streamline the entire process from concept validation to mid-term transformation [2] - Important initiatives aim to integrate regional innovation resources, establish efficient collaborative innovation platforms, and promote cross-regional cooperation among universities, research institutions, and enterprises [3] Group 3: Future Directions - Continuous efforts are needed to optimize government services and eliminate barriers to the free flow of resources, ensuring a fair competitive market environment [3] - The goal is to facilitate cross-regional business migration and streamline administrative processes to inject new vitality into Jing-Jin-Ji coordinated development [3]

作为重要的能源原材料基地和百年工业重镇，河北省唐山市如何塑造老工业基地发展新优势？近年来， 唐山市深度融入京津冀协同发展战略，以产业协作为核心，以创新链与产业链融合为突破，通过平台承 载产业、创新驱动转型、人才赋能发展的三维联动，摸索出"对接京津、服务京津、发展自身"的创新模 式，实现区域经济高质量发展。未来，随着京津冀协同发展向纵深推进，唐山有望进一步强化区域协同 创新，打造更多特色产业集群。 唐山市位于河北省东部，地处渤海湾中心地带，毗邻天津市，位于环首都"一小时交通圈"。近年来，唐 山市抢抓京津冀协同发展战略机遇，以产业协作为牵引，以创新链、产业链融合为突破口，承接京津科 技溢出效应和产业转移，加强人才柔性引进，打通"京津研发、唐山转化"的科技成果转化廊道，在对接 京津、服务京津中加快自身发展。 自2014年京津冀协同发展上升为国家战略以来，唐山累计承接京津亿元以上产业项目948个，总投资达 6065.92亿元，累计完成投资4917.75亿元以上，承接京津疏解转移项目个数、总投资额均居河北省前 列。 承接平台建起来 2005年，百年首钢启动搬迁，从北京石景山搬至唐山曹妃甸，成立了首钢京唐钢铁联合有限责任 ...

张付哲 zhangfuzhe@huayuanstock.com 证券研究报告 交通运输 | 航运港口 非金融|首次覆盖报告 hyzqdatemark 2025 年 06 月 09 日 证券分析师 孙延 SAC：S1350524050003 sunyan01@huayuanstock.com 刘晓宁 SAC：S1350523120003 liuxiaoning@huayuanstock.com 曾智星 SAC：S1350524120008 zengzhixing@huayuanstock.com 王惠武 SAC：S1350524060001 wanghuiwu@huayuanstock.com | 基本数据 | 2025 | 年 | 06 | 月 | 日 | | 06 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 收盘价（元） | | | | 9.80 | | | | | | 一 年 内 / 最 低 | | | | 10.93/6.82 | | 高 | | 最 | | （元） | | | | | | | | | | 总市值（百万元） ...

中牟在郑州市的"待遇"变了，从"百强县"到河南省第一个省级新区，如今，更多领域开始"先行先试"，享受 与郑州市中心城区一样的政策待遇。 为加快推进河南中牟新区（以下简称"中牟新区"）建设开好局、起好步，6月5日，郑州市政府印发《郑州市 支持河南中牟新区加快发展若干先行政策措施》（以下简称《先行政策措施》），一方面将中牟新区规划纳 入郑州市规划体系统一管理，另一方面，支持中牟新区享受郑州市中心城区政策。 郑开同城化"腰部"发力，中牟新区迎来发展新机遇。 交通基础设施是区域协调发展的"骨骼系统"，也是经济发展的"大动脉"。根据《先行政策措施》，重点将中 牟新区建设纳入全市轨道交通、枢纽体系，以及城市基础设施更新改造等专项规划，例如支持中牟新区交通 基础设施建设，加快G310改扩建、科学大道、金龙路、平安大道等重点骨干交通项目建设，推动低运量轨道 交通T1线项目实施，支持中牟新区内更多地铁线路、站点纳入郑州地铁四期规划。 这意味着郑州市以交通"硬联通"促进县区发展"软融合"，让地理距离转化为发展红利。 2024年11月，河南中牟新区挂牌成立，规划面积730平方公里，明确了郑开同城化发展先行区、创新驱动发展 引领区、 ...

Core Insights - The visit to the Guangdong-Hong Kong-Macao Greater Bay Area (GBA) by foreign diplomats and business leaders highlighted the region's potential as an "innovation blue ocean" with numerous opportunities for investment and collaboration [1][4]. Group 1: Technological Advancements - The GBA showcases significant technological advancements, such as Tencent's immersive "Digital Dunhuang" experience and the agricultural drones from Guangzhou XAG Technology Co., which exemplify the region's drive for innovation and industrial upgrade [2][3]. - The Shenzhen-Hong Kong-Guangzhou technology cluster has ranked second globally in the World Intellectual Property Organization's 2023 Global Innovation Index for four consecutive years, indicating strong integration of industrial clusters and innovation capabilities [2]. Group 2: Investment Opportunities - The visit allowed participants to explore new sectors like biomedicine and low-altitude economy, leading to a refreshed understanding of the GBA's development potential and plans for investment in cutting-edge fields [3][4]. - The GBA's collaborative platforms in areas like smart driving and robotics have sparked interest among foreign investors, with many expressing intentions to further explore investment opportunities [4][5]. Group 3: Regional Cooperation - There is a growing recognition of the need for regional cooperation, with foreign diplomats noting the mutual benefits of GBA enterprises seeking to expand internationally and foreign companies looking to enter the mainland market [4][6]. - The GBA is seen as a model for dual empowerment, where Hong Kong acts as a gateway for international resources while the mainland cities provide a robust market and innovation ecosystem [4][7]. Group 4: Quality of Life and Talent Attraction - The GBA is increasingly recognized for its quality of life, with a focus on creating a balanced environment that attracts talent and investment, as evidenced by the positive feedback from visiting diplomats [6][7]. - The region's development has led to the formation of a "one-hour living circle," enhancing the convenience for residents and fostering a vibrant community that supports innovation and entrepreneurship [7][8].

天津市东丽区副区长李全利表示，天津东丽区将加快科技成果转移转化、加快产业集聚、提升服务水 平，全力推动京津冀汽车产业链转型升级，为区域汽车产业高质量发展注入强劲动能。重点聚焦车载芯 片、燃料电池、智能驾驶汽车等关键领域，将京津冀打造成世界级新能源汽车产业集群，让中国智造的 汽车驶向全球。 中新网天津6月6日电(江莹)5日，2025京津冀汽车供应链创新协同对接会在天津召开。天津市工业和信 息化局党组成员、副局长崔伟表示，新能源和智能网联汽车产业，是京津冀协同发展的重要引擎。京津 冀三地产业基础雄厚、创新资源富集，拥有从整车到核心零部件的完整研发、设计、生产、验证体系。 同时，京津冀区域市场潜力巨大，预计到2030年，三地汽车产量将达到430万辆。伴随电动化、智能 化、高端化转型加速，未来五年，汽车零部件市场增量有望达到约4500亿元。 本次活动邀请了中国第一汽车集团有限公司、吉利汽车集团有限公司、长城汽车股份有限公司等15余家 整车企业和400余家零部件企业参加。会上，对中汽零部件联合创新实验室进行揭牌，联合创新实验室 将充分发挥中汽零部件和各企业各自资源优势，加强协同创新支撑。同时，现场还举行了智能网联新能 ...

6月5日晚，大为股份（002213）发布公告称，公司全资子公司桂阳大为矿业有限公司（以下简称"桂阳 大为矿业"）近日收到湖南省自然资源厅的复函，确认《湖南省桂阳县大冲里矿区长石矿勘探报告》矿 产资源储量顺利通过评审备案。这一里程碑事件为大为股份在新能源产业的发展注入了一剂"强心针"， 引发了资本市场与行业的广泛关注。 2024年年报显示，公司郴州锂电新能源产业项目累计投入14,900 余万元（包括竞买探矿权投入、购买碳 酸锂项目土地投入等）。据了解，大冲里矿区位于湖南省郴州市桂阳县，该区域地质条件优越，矿产资 源丰富。2023年11月，桂阳大为矿业竞得"桂阳县大冲里矿区高岭土矿普查"探矿权，并于2024年2月取 得湖南省自然资源厅颁发的探矿权许可证。经勘查，截至2024年10月底，矿区长石矿矿石量20,953.3万 吨，伴生氧化锂矿物量32.37万吨（平均品位0.154%），钨、锡等战略金属储量亦达到中、大型规模。 大冲里矿区不仅拥有超大型长石矿及丰富的锂、钨、锡伴生矿资源，矿体连续稳定，且杂质含量低，适 合露天开采。公司拟采用"磁选+浮选"为主、"重选"为辅的联合选矿工艺，在粗磨条件下回收锂矿，同 时注重选 ...