（来源：湖州日报） 老周的故事，正是我市以政策红利推动水运转型升级的生动缩影。近年来，湖州港通过拆解补助和新能 源激励政策，引导船东主动参与转型升级。据统计，去年全市完成老旧船舶拆解217艘，新建新能源船 舶补助2艘，兑付"两新"补助资金6337.28万元，拆解总数和资金兑付总额均列全省第一。 去年，全国首条内河船舶全域电动化示范航线（长兴至乍浦）开通，湖州港正式迈入内河航运"纯电时 代"。去年，全市集装箱船（含多用途船）数量同比增长24.5%，船舶运力结构持续优化。 在绿色转型"腾笼换鸟"的同时，湖州港千吨级航道网建设也按下"快进键"。目前，东宗线湖州段四改三 航道整治工程进入收官阶段，桥梁涂装及亮化等收尾工程有序推进，项目已累计完成概算总投资的 99.4%。 湖州港持续拓展集装箱运输网络，优化航线布局，现已形成13条主要内河集装箱航线，吸引20多家远洋 干线船公司入驻，全市4个集装箱码头实现与两大世界级沿海港口的无缝衔接。去年，湖州完成内河集 装箱吞吐量100.1万标箱，创历史新高；港口货物吞吐量同步突破1.5亿吨。 转自：湖州日报 记者 董梁 本报讯 记者昨从市港航管理中心获悉，去年，全市集装箱船（含多 ...

Core Viewpoint - During the "14th Five-Year Plan" period, China's economy is expected to enter a transformation phase dominated by new quality productivity, with a downward shift in growth center and intensified external geopolitical competition [1] Group 1: Investment Focus Areas - Industrial investment will focus on four main lines: technology self-reliance driven by new quality productivity, green transformation during the carbon peak battle, the silver economy driven by population aging, and strategic resource layout under the coordination of development and security [1] - Non-ferrous metals are expected to maintain strong performance, while gold is viewed as a core safe-haven asset under the "de-dollarization" pricing logic; copper and aluminum will benefit from energy transition and supply constraints [1] Group 2: Asset Allocation Strategy - The asset allocation strategy suggests a dual-peak approach: defensive allocation in high-dividend assets (such as hydropower, telecom operators, and state-owned banks) to secure stable cash flow returns; offensive allocation in hard technology growth assets (such as semiconductor equipment, industrial software, and humanoid robots) to capture excess returns from domestic substitution and industrial upgrading [1]

2025年中央经济工作会议将"坚持'双碳'引领，推动全面绿色转型"列为2026年经济工作的八项重点任务 之一。在"十五五"开局起步的关键节点，这一部署释放出我国推动绿色低碳发展"方向不变、力度不 减"的政策信号。 受访专家认为，"双碳"引领的绿色转型，是一场以能源革命为基石、产业升级为核心、规则塑造为引领 的深刻系统变革，是中国经济实现高质量发展和赢得未来主动权的战略抉择。 推动经济社会系统性变革 绿色发展是高质量发展的鲜明底色，"双碳"工作则是推动全面绿色转型的核心牵引。 "当前，我国正处在以降碳为重点战略方向、协同推进降碳减污扩绿增长的关键阶段，经济社会发展全 面绿色转型需求十分迫切。"中国环境保护产业协会党委书记、会长郭承站表示，中央再次强调"双 碳"引领，向市场传递了长期稳定的政策预期，有助于引导资金、技术、人才向绿色低碳领域集聚，推 动产业体系、能源结构和生产生活方式发生深刻变革。 生态环境部环境与经济政策研究中心副主任田春秀认为，这一部署的核心作用体现在引领发展模式深刻 转型，实现经济发展由追求速度向绿色创新引领转变，实现能源安全由传统化石能源主导，向清洁低碳 化、高效规模化、多元化方向转变，同时 ...

在纽约联合国总部的玻璃幕墙后，关于"世界如何继续向前"的讨论从未停下。 尤其是在过去一年，国际会议厅里最常被提及的词汇，不是增长，也不是贸易，而是"不确定性"：发展 中国家的债务压力、气候治理的资金缺口、能源转型的艰难取舍、人工智能带来的新鸿沟，以及地缘政 治时紧时松的神经——这些问题彼此牵连，任何一个国家都难以独自解决。 南方财经：当前世界面临经济放缓、地缘冲突、气候危机等诸多问题，在你看来，全球最大的风险因素 是什么？国际社会最迫切需要在哪些方面达成共识？ 徐浩良：现在这个世界在安全与和平、气候变化、世界贸易、经济发展等各个领域都面临巨大的挑战。 对国际社会来说，对我们在联合国工作的人员来说，最重要的是重新树立国际社会对多边合作这种形式 和框架的信心。我们面临的很多问题，从战争、水资源争端，到不平等引发的冲突、国内社会稳定问 题，都不是一个国家可以单独解决的，很多还是相互联系的。世界各国彼此依存，因此关键在于各方重 新建立对多边合作机制的信心，通过有效合作、相互支持，解决共同面临的问题，以及一些国家单独面 临但与全球密切相关的问题。 南方财经：你如何评价当前世界经济的格局？很多发展中国家面临债务负担沉重、 ...

来源：新华社 编辑：张云帆 转自：新华社 新华社索非亚1月13日电 专访：保中在高科技与绿色产业领域合作潜力巨大——访保加利亚工商会副 会长托多罗夫新华社记者姚雨璘保加利亚工商会副会长瓦西尔·托多罗夫近日在首都索非亚接受新华社 记者专访时表示，保中经贸关系持续向好，双方在高科技与绿色产业领域合作潜力巨大。中国在人工智 能、3D打印、无人机应用等前沿科技领域具有优势，是保加利亚及欧盟的重要合作伙伴。托多罗夫 说，以保加利亚今年加入欧元区为契机，保不仅可以成为中国企业进入欧盟市场的重要门户，更期待推 动双边合作实现结构性升级。保中两国在深化农业等传统领域合作的同时，还可以向高端制造与联合研 发延伸，共同构建更具韧性和深度的长期产业协作关系。他特别提到无人机领域的合作前景。"我在深 圳见过完全由无人机配送外卖的网络。保加利亚可借鉴相关经验，与中国企业共同建立更高效的物流合 作机制。"谈到汽车产业，托多罗夫表示，尽管欧盟约80%的汽车传感器产自保加利亚，但该国目前仍 缺乏整车组装能力。"我们对中国车企完全敞开大门。"他说，"保政府和商界支持中国车企在保投资设 厂。"托多罗夫强调，绿色转型与数字化是当前欧盟战略的核心方 ...

Core Viewpoint - The recent surge in copper prices on the London Metal Exchange and the Shanghai Futures Exchange reflects a fundamental transformation in the global copper industry, driven by long-term supply constraints and structural demand growth from new economic sectors such as electric vehicles, photovoltaic energy storage, and AI data centers [1][20]. Group 1: Copper Price Trends - From 2015 to 2025, copper prices transitioned from a bear market to a structural bull market, influenced by macroeconomic cycles and global monetary policy adjustments [2][21]. - The year 2021 marked a turning point for copper prices, as the global economy shifted from recovery to growth, supported by new technologies and expansive monetary policies [2][22]. - The current price increase is characterized by a dual support of macroeconomic conditions and structural industry changes, with significant demand growth from new sectors [3][22]. Group 2: Supply Constraints - The global copper supply system is facing a long-term dilemma of declining stock and limited incremental supply, exacerbated by deteriorating resource quality, extended development cycles, and increased geopolitical risks [5][24]. - The average grade of global copper mines is declining, leading to higher extraction costs, while new resource discoveries have significantly decreased [7][26]. - Geopolitical risks, such as nationalization discussions in Chile and labor strikes in Peru, have increased supply disruptions, contributing to a long-term unstable supply situation [8][27]. Group 3: Demand Growth from Emerging Sectors - The demand for copper is increasingly driven by the electric vehicle industry, with each electric vehicle requiring 80-100 kg of copper, significantly more than traditional vehicles [10][28]. - Renewable energy and energy storage sectors are forming a second growth curve for copper demand, with wind and solar energy applications expanding rapidly [11][29]. - The AI data center revolution is expected to significantly increase copper demand, with projections indicating a substantial rise in copper usage in clean energy sectors by 2030 [11][29]. Group 4: Industry Chain Differentiation and Value Reconstruction - The high copper prices are reshaping the value distribution logic within the copper industry, concentrating value towards resource-rich and high-value segments [12][30]. - Upstream mining companies are benefiting the most, with firms like Glencore and Freeport-McMoRan seeing profit increases of over 50% [12][30]. - The midstream smelting sector is facing challenges, with some companies forced to reduce production due to tight copper concentrate supplies and low processing fees [12][30]. Group 5: Future Trends in the Copper Industry - The structural transformation of the copper industry is irreversible, with copper evolving from a traditional industrial metal to a critical resource for energy transition [14][32]. - Future trends will focus on optimizing existing resources, increasing industry concentration, and emphasizing green transformation and technological innovation as core competitive advantages [14][32].

Core Insights - Shanghai has released a three-year action plan to support the transformation and upgrading of advanced manufacturing, aiming to add 100 manufacturing enterprises with an annual output value exceeding 1 billion yuan by 2028, totaling over 600 such enterprises, and to drive the addition of 500 large-scale industrial enterprises in the supply chain [2][8][11] Group 1: Main Goals - By 2028, the plan aims to add 100 manufacturing enterprises with an annual output value of over 1 billion yuan, totaling more than 600, and to increase the proportion of R&D expenses in revenue for large-scale manufacturing enterprises significantly [5][11] - The action plan emphasizes the continuous strengthening of cluster cultivation and innovation leadership in key strategic areas such as integrated circuits and instrumentation [2][8] Group 2: Structural Optimization and Upgrading Actions - The plan includes optimizing traditional advantageous industries, such as promoting petrochemical companies to shift from oil to new functional materials and enhancing the production of specialty steel and lightweight alloys in the steel and non-ferrous metal sectors [12] - It supports the strategic guidance of leading industries, particularly in integrated circuits, innovative pharmaceuticals, and high-end medical devices, aiming to cultivate internationally competitive leading enterprises [12][13] - The plan encourages the development of emerging industries, including new-generation electronic information, intelligent connected vehicles, and advanced materials, while promoting investment in low-altitude economy and commercial aerospace [12][13] Group 3: Innovation and Core Technology Initiatives - The action plan aims to release corporate innovation potential by supporting increased investment in basic research, with financial subsidies for companies meeting specific R&D expenditure thresholds [13] - It focuses on accelerating breakthroughs in core technologies, particularly in laser manufacturing, quantum technology, and new energy materials, while supporting key industry chains [13] Group 4: Resource and Support Actions - The plan emphasizes talent cultivation by supporting enterprises in attracting high-level talent and providing incentives for successful applicants [15] - It aims to enhance financial support for key industry chains, including lower interest rates and longer loan terms for manufacturing loans, as well as customized insurance services for major technological equipment [15] - The action plan also includes logistics support, aiming to build industrial logistics facilities and improve transportation infrastructure for manufacturing [15]

托多罗夫强调，绿色转型与数字化是当前欧盟战略的核心方向，而中国在这些领域的技术与产业优势明 显。他期待中国电动汽车企业在保加利亚建立生产基地，共同开发面向欧洲乃至全球市场的整车与零部 件。 他认为，光伏是保中另一个重点合作方向。中国在全球光伏市场占据重要份额，且发展太阳能与欧盟倡 导的绿色能源目标高度契合，该领域有望成为双边合作亮点。 托多罗夫称赞中国企业坚持创新驱动的发展模式。"即使已占据一定市场份额，中国企业仍持续投入研 发、推出新产品，这种以创新为本的理念值得保加利亚企业学习。" （文章来源：新华社） 保加利亚工商会副会长瓦西尔·托多罗夫近日在首都索非亚接受新华社记者专访时表示，保中经贸关系 持续向好，双方在高科技与绿色产业领域合作潜力巨大。中国在人工智能、3D打印、无人机应用等前 沿科技领域具有优势，是保加利亚及欧盟的重要合作伙伴。 托多罗夫说，以保加利亚今年加入欧元区为契机，保不仅可以成为中国企业进入欧盟市场的重要门户， 更期待推动双边合作实现结构性升级。保中两国在深化农业等传统领域合作的同时，还可以向高端制造 与联合研发延伸，共同构建更具韧性和深度的长期产业协作关系。 他特别提到无人机领域的合作前 ...

Core Viewpoint - Shanghai has released a three-year action plan to support the transformation and upgrading of advanced manufacturing, aiming to add 100 enterprises with an annual output value exceeding 1 billion yuan by 2028, totaling over 600, and to drive the addition of 500 new large-scale industrial enterprises in the supply chain, while significantly increasing the proportion of R&D expenses in revenue [2][3][7]. Group 1: Main Goals - By 2028, the plan aims to add 100 manufacturing enterprises with an annual output value exceeding 1 billion yuan, totaling over 600, and to drive the addition of 500 new large-scale industrial enterprises in the supply chain [7]. Group 2: Implementation Actions - **Optimizing Traditional Advantage Industries**: The plan encourages petrochemical companies to reduce oil dependency and develop new functional materials, while supporting steel and non-ferrous metal companies to strengthen specialty steel and expand lightweight alloys [8]. - **Accelerating Leading Industry Strategies**: Support for integrated circuit companies to focus on equipment, advanced processes, and materials, aiming to cultivate internationally competitive leading enterprises [8]. - **Promoting Key and Emerging Industries**: The plan emphasizes the development of new-generation electronic information, smart connected vehicles, high-end equipment, and green low-carbon industries [9]. Group 3: Innovation and Technology - **Releasing Innovation Vitality**: The plan supports enterprises to increase basic research investment, providing financial subsidies based on the amount of R&D expenditure [9]. - **Accelerating Core Technology Breakthroughs**: Focus on supporting enterprises in laser manufacturing, quantum technology, and new functional materials to conduct foundational research [10]. Group 4: Quality and Efficiency Enhancement - **Promoting Technological Transformation**: Support for enterprises to upgrade production, R&D, and design processes, with financial support for fixed asset investment loans [10]. - **Deepening Digital Transformation**: The plan includes initiatives for AI integration in manufacturing, aiming for large enterprises to achieve full digital application coverage by 2027 [10]. Group 5: Resource and Support Actions - **Strengthening Talent Development**: The plan supports enterprises in attracting high-level talent, providing priority recommendations for national and local talent cultivation programs [11]. - **Enhancing Financial Support**: Focus on promoting low-interest, high-amount, and long-term loan products for manufacturing enterprises, with interest subsidies for key component and raw material loans [12]. - **Expanding Logistics Support**: The plan aims to build industrial logistics and warehousing facilities to integrate logistics with manufacturing [12].

Core Viewpoint - China Copper Industry Co., Ltd. ranks first in the 2025 Yunnan Province Top 100 Enterprises list, attributed to its comprehensive industry chain layout, key project breakthroughs, technological innovations, and green transformation efforts, showcasing the synergy between central and local development [1] Group 1: Industry Synergy - The development "gravity" of China Copper stems from the deep integration of the China Aluminum Group's layout and Yunnan's resource endowment [3] - The company aims to represent Yunnan's non-ferrous metal kingdom and strives to build world-class mining and copper-lead-zinc enterprises through collaborative planning, industrial linkage, and resource sharing [3][4] Group 2: Full Industry Chain Resilience - China Copper has established a complete industry chain covering exploration, mining, beneficiation, smelting, processing, recycling, and trade, leading in copper and domestic zinc-germanium industries [4] - The company's ability to balance market fluctuations through its mining and smelting operations enhances its risk resistance and value creation capabilities [5] - During the 14th Five-Year Plan period, China Copper has focused on steady progress amid challenges, with a roadmap for improving operational quality and stability [5] Group 3: Cultural and Internal Development - The integration of party building and corporate culture is seen as a deep-seated driver of the company's development "gravity" and "endurance" [5] - China Copper has developed a "123456" party building system to foster a culture of reform and value creation, aligning all employees towards the goal of becoming a world-class mining enterprise [5] Group 4: Technological Empowerment - Technological innovation is a key focus for management at China Copper, with initiatives aimed at achieving significant efficiency improvements across the entire industry chain [8] - The company has implemented various intelligent production systems and digital management tools to enhance operational efficiency and safety [9] Group 5: Green Transformation - China Copper is embedding green and low-carbon principles into its development strategy, with projects aimed at significant reductions in pollution and resource recovery [10] - The company has established multiple national and provincial-level green factories and mines, positioning green development as a core competitive advantage for the future [10]