黑马宜宾，突然刹车。 2025年一季度，宜宾GDP实际增速仅为4.0%，不仅远低于绵阳的7.2%和德阳的7.5%，更首次跌破全省5.5%的平均线。 相比去年同期8.2%的增速，这座曾经的高增长城市更是陡然失速，创下非疫情期最低纪录。 昔日的"优等生"地位正受到有力冲击，"标兵渐远，追兵渐近"的局面已然形成。 十年前，宜宾几乎凭一己之力改写了四川经济格局。从2015年到2024年，GDP从1525.9亿元跃升至4005.76亿元，一举成为四川第三城。 这种增长速度，在全国地级市中都堪称教科书级的"弯道超车"。 然而，辉煌是否已成过去？这是战略性调整，还是根本性危机？ 站在新的历史起点，宜宾的"下一个十年"在哪里？ 要理解宜宾当前的增长放缓，需先回顾十年前的转型起点。 2015年的宜宾，是一座被"一黑一白"禁锢的城市。 白酒产业独大，占据工业利润总额五成以上。煤炭产业日渐式微，资源枯竭的警钟已敲响。 除了五粮液、天原、丝丽雅这"老三件"，宜宾几乎没有拿得出手的现代产业名片。 一 关键时刻，两大历史机遇同时出现： 一是国家"中国制造2025"战略全面铺开，制造业升级成为国家意志； 二是东部沿海产业向西部转移浪潮加速 ...

Group 1 - GCL-Poly Energy Technology Co., Ltd. showcased its innovative integration of the renewable energy industry with Web3 technology at the "RWA REAL UP Summit 2025" in Dubai [1] - The company, in collaboration with Ant Group's Ant Digital, completed China's first RWA project based on photovoltaic physical assets, exceeding 200 million RMB, providing a new pathway for foreign capital to invest in China's green assets [1] - GCL-Poly's "EnergyTS" model, launched in March 2025, significantly outperformed international mainstream time series models in photovoltaic scenario assessments [1] Group 2 - The integration of renewable energy and Web3 technology is creating a credible infrastructure for asset circulation, carbon trading, and green finance, positioning the renewable energy industry as a core engine for sustainable global economic development [2] - GCL-Poly plans to expand cooperation with international capital and technology partners, exploring innovative models such as energy asset tokenization and carbon financial derivatives [2] - The company's technological output on the international stage highlights the first-mover advantage of Chinese renewable energy enterprises in the intersection of digital finance and provides a reusable "Chinese solution" for the implementation of Web3 technology in the real economy [2]

据统计，截至目前，铭利达在墨西哥和匈牙利的整体投资已接近2亿美元，折合人民币近14.5亿元，初 步完成面向北美与欧洲"双枢纽"战略布局。2024年年报显示，2024年铭利达汽车板块实现营业收入 14.34亿元，同比增长20.67%，收入占比提升至56.06%，首次超过光伏和储能业务，成为新的增长支 柱。2025年一季度，铭利达实现营业收入6.55亿元，同比增长17.99%，经营步伐稳健有序，发展动能持 续释放。 面对全球新能源产业链重构与客户本地化需求升级，铭利达以破局者的姿态，在墨西哥展开战略性布 局。自2023年起，公司累计投资超7.1亿元，项目规划用地200亩，建筑面积10万平方米，建设铝合金挤 压生产基地，打造覆盖压铸、注塑、型材深加工的一体化产能。同时通过收购，追加投资至超2.9亿 元，项目规划用地2.35万平米，推动新能源结构件产线落地。未来将全面服务北美新能源汽车与光伏储 能客户，显著降低物流与关税成本，强化本地供应链韧性。 展望未来，墨西哥基地将持续导入国内成熟的制造技术与管理体系，同时深化本地创新能力，成为铭利 达辐射北美市场的核心枢纽。随着与全球顶级汽车客户合作的深化，墨西哥铭利达将以更高 ...

Group 1 - The provincial government emphasizes the importance of high-quality development to address external uncertainties and stabilize employment, enterprises, and market expectations [1] - The Changtai Yangtze River Bridge construction is nearing completion, with a focus on quality, safety, and efficiency to create a long-lasting infrastructure that supports economic growth [1] - There is a call for increased project planning and implementation to support job creation and enhance development momentum [1] Group 2 - The Liyang High-tech Zone's Chuangzhi Park is the largest near-zero carbon park in the province, aiming to build a renewable energy ecosystem and improve green electricity consumption [2] - Companies are encouraged to invest in breakthrough technologies to enhance their market competitiveness and address operational concerns [2] - The government is implementing measures to boost consumer spending and optimize the consumption environment to strengthen domestic demand [2] Group 3 - The government stresses the need for high-quality housing development that meets market trends and public expectations, ensuring safety and environmental standards [3] - The tourism sector is encouraged to leverage local resources and innovate marketing strategies to enhance visitor experiences and support rural revitalization [3]

Group 1 - The core transaction involves China Innovation Aviation acquiring 11% of Suoao Sensor's shares for approximately 5.11 billion yuan, while also obtaining control through a waiver of voting rights on an additional 19.55% of shares [2] - The deal is structured as an inseparable combination of share acquisition, voting rights waiver, and a directed share issuance, ensuring a complete transfer of control [2] - This acquisition aligns with China's push for accelerated mergers and acquisitions, as highlighted by the new "National Nine Articles" aimed at enhancing the restructuring market [3] Group 2 - The transaction is expected to activate new growth momentum in the industry, with China Innovation Aviation leveraging its resources to enhance Suoao Sensor's capabilities in the evolving automotive landscape [3][4] - Suoao Sensor, which has maintained a leading position in fuel vehicle components, is now positioned to expand into the new energy sector, with its new energy component revenue growing by 102.84% year-on-year [3][4] - The integration of Suoao Sensor into the new energy supply chain will allow it to transition from a traditional parts supplier to a key player in the new energy ecosystem, enhancing its growth potential [5][6] Group 3 - The collaboration will enable Suoao Sensor to utilize its sensor and thermal management systems in battery management, improving efficiency and safety in battery operations [4] - China Innovation Aviation's extensive client network across various sectors, including passenger and commercial vehicles, will facilitate Suoao Sensor's entry into core components of the new energy industry [5] - The partnership represents a shift from loose collaboration to deep integration within the new energy industry, enhancing the resilience and competitiveness of the supply chain [6]

Core Viewpoint - Suoao Sensor (300507.SZ) is set to be acquired by Hong Kong-listed lithium battery giant Zhongchuang Innovation (03931.HK), marking a significant shift in control and strategy for both companies [1][2][3]. Group 1: Acquisition Details - Zhongchuang Innovation will acquire 11% of Suoao Sensor's shares for approximately 5.11 billion yuan, with an additional investment of up to 6.73 billion yuan through a private placement, totaling 11.84 billion yuan for control [1][2]. - The share transfer price is set at 5.83 yuan per share, and the private placement will issue up to 119 million A-shares at 5.63 yuan per share [2][4]. - Following the acquisition, Zhongchuang Innovation will hold 22.61% of Suoao Sensor's shares, becoming the controlling shareholder [2]. Group 2: Business Implications - The acquisition aligns with Zhongchuang Innovation's strategy to enhance its presence in the new energy industry and automotive supply chain [1][3]. - Suoao Sensor will benefit from resource support, potentially improving its business development and operational capabilities [1][3]. Group 3: Financial Performance - Suoao Sensor reported a revenue of 16.7 billion yuan in 2024, a year-on-year increase of 48.87%, with a net profit of 1.38 billion yuan, up 11.31% [4][5]. - In Q1 2025, the company achieved revenues of 5.64 billion yuan and a net profit of 0.28 billion yuan, reflecting a growth of 131.88% and 0.61% respectively [5]. - The company plans to use the funds raised from the private placement to enhance its AMB copper-clad ceramic substrate project, which has a total investment of 8.62 billion yuan [5].

本报西宁5月7日讯（记者石晶）西宁海关日前举行新闻发布会透露，一季度，青海省进出口总值18.8亿 元，同比增长87.8%，增速居全国前列。 全省进出口市场呈现多元化趋势。青海依托资源优化布局新能源产业，新能源产品成为外贸增长主动 力。一季度，全省锂电池出口6.3亿元，同比增长69.2倍，占全省出口总值的38%，增速居全国第一。 多晶硅与光伏组件协同深耕国际市场。青海依托盐湖资源与清洁能源禀赋，构建光伏产业跨境供应体 系。一季度，光伏产业相关产品出口大幅增长，其中，多晶硅出口2.4亿元，同比增长3.5倍，出口值占 同期全国同类出口商品的69.3%，居全国第一；光伏组件出口3047.6万元，同比增长1.2倍。 （文章来源：经济日报） 不久前，一架装载1975公斤冰鲜虹鳟鱼的航班从西宁曹家堡机场起飞，经广州转关出口至泰国曼谷。目 前，青海产冰鲜虹鳟鱼已实现多个国家和地区当日抵达，青海冷水鱼年出口量从500吨增长到超5000 吨。西宁曹家堡机场海关监管科科长陈兆权介绍，机场海关持续优化通关服务保障，设立空运出口专 用"绿色通道"，指定业务骨干作为联络员，加强与货主、报关、物流单位联系配合，实现转关出口零延 迟。 今年 ...

证券时报记者江聃 作为我国风光资源禀赋最丰富的地区，内蒙古在风光发电产业发展方面已探索出融合生态修复、资源开 发、产业升级的全链条建设路径。近期，证券时报记者跟随国务院国资委新闻中心前往内蒙古鄂尔多斯 市、兴安盟等地，以中广核建设运营的风电光伏项目为样本，探究前述内蒙古新能源产业建设的"三重 奏"。 "锁沙驭风"构筑 生态、经济双屏障 从鄂尔多斯市达拉特旗驱车西行一个多小时，便到达被称为"死亡之海"的库布其沙漠腹地。登上位于项 目中心区域观景平台，电站光伏板以阵列形式覆盖沙丘表面，在阳光下形成蓝色的"能源海洋"。 "死亡之海"化身"能源海洋"，关键是光伏项目群的建成使用。中广核新能源格桑光伏电站负责人樊宝泉 告诉记者，2018年以来，中广核已在此建成了格桑、白鹭、明德、朔方、卓越、锦帆6座光伏电站；发 电的同时，还完成了有效治沙面积达3.4万亩，帮助区域内植被覆盖率从不足15%跃升至65%。 今年气温较往年同期偏低，虽然眼下已是春末夏初，光伏板下的抗旱防沙植物和中草药等经济植物才刚 刚吐出新芽。"这些植物向阳而生，在提高经济效益的同时，又能起到防风固沙和防止光伏支架下沉的 作用。"樊宝泉介绍。 鄂尔多斯市达拉 ...

Core Viewpoint - The Sichuan Provincial Economic and Information Technology Department and the Sichuan Provincial Energy Bureau have issued a plan to strengthen the new energy industry chain from 2025 to 2027, focusing on photovoltaic, wind power, and hydrogen energy sectors to create a world-class new energy industry development hub [1] Group 1: Development Goals - By 2027, the integration of key locations for new energy industry development will be fundamentally formed, with significant improvements in the self-control level of key materials, core technologies, and equipment [1] - The market mechanism, standard system, and management system will be more robust, with leading domestic innovation capabilities, revenue scale, production efficiency, and market competitiveness [1] Group 2: Key Tasks - The plan outlines eight key tasks, including actions to extend, supplement, and strengthen the industry chain, cultivate and expand enterprises, and enhance innovation capabilities [2] - In the photovoltaic industry chain, the focus will be on addressing capacity shortages in electronic-grade polysilicon, photovoltaic glass, silver paste, crucibles, and battery components, while consolidating advantages in polysilicon and high-efficiency battery cells [2] - The wind power industry chain will target the lack of supporting enterprises for blades, bearings, and transformers, and enhance the competitiveness of complete machine and tower enterprises [2] - The hydrogen energy industry chain will address issues such as insufficient hydrogen sources, lagging infrastructure, low utilization rates, and limited application scenarios [2] Group 3: Innovation and Technology - The plan emphasizes accelerating the research and development of advanced photovoltaic technologies such as large-size ultra-thin silicon wafers, perovskite batteries, and compound thin-film batteries [2] - It also aims to develop 150-meter long flexible wind turbine blades and 12-megawatt onshore wind turbine units [2] - The implementation of intelligent transformation and digital efficiency enhancement actions will promote the application of programmable logic controllers, distributed control systems, and safety instrument systems [2]

长江商报消息 ●长江商报记者 江楚雅 老牌房企卧龙地产（600173.SH）正式向新能源领域转型。 近日，卧龙地产公告称，公司拟将证券简称变更为"卧龙新能"。卧龙地产表示，公司将积极响应国 家"双碳"政策，向新能源产业方向发展，增加公司新的利润增长点，为公司未来发展注入新动能。 长江商报记者注意到，卧龙地产在2025年一季度完成了对矿产贸易业务的剥离，并加速了新能源领域的 布局。通过收购龙能电力、卧龙储能等关联方新能源公司，公司形成了光伏、储能、氢能协同发展的业 务格局。 剥离矿产业务和新能源业务的快速拓展为卧龙地产营收增长提供了新动力。财报显示，卧龙地产2025年 一季度实现营业收入11.05亿元，同比增长97.53%。 打造新能源业务第二增长极 卧龙地产加速新能源领域布局。2025年初至今，公司完成多项资产收购。 3月，卧龙地产完成对浙江龙能电力科技股份有限公司、浙江卧龙储能系统有限公司、卧龙英耐德（浙 江）氢能科技有限公司及绍兴上虞舜丰电力有限责任公司等相关股权收购，增加光伏、风电、氢储能等 新能源业务。 据卧龙地产介绍，在风能领域，公司将全力推动包头达茂旗新能源加储能构网型试点示范项目的建成落 地；在 ...