Core Insights - The article highlights the 2025 Pioneer List of investment institutions, recognizing various firms for their fundraising and investment capabilities [3][10][19]. Fundraising Pioneers - The list includes top fundraising institutions, showcasing their achievements in capital raising [3]. - Notable firms mentioned are Peakview Capital, Dao Tong Investment, and Blue Lake Capital among others [6][10]. Early-Stage Investment Institutions - A separate category for early-stage investment institutions lists top firms such as Alpha Community, Dao Tong Investment, and Peakview Capital [16][19]. - The ranking is alphabetical and does not indicate any specific order of performance [5]. Private Equity Institutions - The article also features a list of top private equity institutions, including Dinghui Investment and Haier Capital [12][23]. - This section emphasizes the competitive landscape within private equity funding [11]. AI Infrastructure Sector - The AI infrastructure sector is highlighted with a list of top investment firms, including Dongfang Jiafu and Peakview Capital [37][38]. - This indicates a growing interest and investment in AI-related technologies [35]. AI Agent Sector - The AI Agent sector is recognized with top firms such as Alpha Community and Sequoia China [42][44]. - This reflects the increasing focus on AI applications in various industries [40]. Hardware Sector - The AI hardware sector features firms like Peakview Capital and Sequoia China, indicating a robust investment environment [45][50]. - This sector is crucial for the development of AI technologies [47]. Advanced Manufacturing Sector - The advanced manufacturing sector includes top firms such as Orient Capital and Peakview Capital, showcasing investment trends in this area [62][65]. - This highlights the importance of manufacturing capabilities in supporting technological advancements [61]. Health Sector - The health sector is represented by firms like Sequoia China and Peakview Capital, indicating significant investment opportunities [80][82]. - This sector is critical for addressing global health challenges [78]. Global Expansion Sector - The global expansion sector lists firms such as Jia Yu Capital, emphasizing the trend of companies seeking international growth [90][92]. - This reflects the increasing globalization of investment strategies [88]. ESG Sector - The ESG (Environmental, Social, and Governance) sector features firms like Haier Capital and IDG Capital, highlighting the importance of sustainable investing [96][97]. - This sector is gaining traction as investors prioritize responsible investment practices [95].

Core Viewpoint - The article emphasizes the importance of developing distributed energy and integrated energy services as a crucial path towards carbon neutrality, highlighting the need for interdisciplinary talent in energy planning and management [1]. Group 1: Training Information - The training titled "Distributed Energy Planner (Integrated Energy Services Direction)" will be held online from January 14 to 17, 2026 [2]. - The training is organized by the Human Resources and Social Security Ministry's Social Security Capacity Building Center and hosted by China Energy News Co., Ltd [2]. Group 2: Target Audience - The training is aimed at various stakeholders including provincial and municipal power companies, energy groups, and enterprises involved in renewable energy such as wind, solar, and storage [2]. - It also targets energy service companies, equipment manufacturers, research institutions, and investment firms interested in the integrated energy sector [2]. Group 3: Course Outline - The course will cover an overview of integrated energy services, including its development status and trends both domestically and internationally [3]. - It will include modules on distributed photovoltaic projects, natural gas distributed energy applications, smart microgrids, hydrogen energy applications, new energy storage, and zero-carbon factory assessments [4]. Group 4: Training Fees - The cost of the training is set at 3600 yuan per person, which includes training fees, materials, and certification [5]. Group 5: Contact Information - For inquiries, contact details are provided for two instructors, Yang and Wang, with their respective phone numbers [6].

随着全球经济发展，航运需求日趋多元化，传统散货船已难以完全覆盖日益复杂的运输需要。重吊船主要服务于风电设备、工程项目货物、大型 机械 及铁 路设备等领域。 在 碳中和 与能源安全背景下，全球风电行业快速发展，中国风电设备出口需求持续旺盛。与此同时，"一带一路"倡议深入推进，带动东南亚、中东、拉美 等地基础设施建设项目增多。此外，国内制造业升级推动 工程机械 、 核电 设备、大型化工设备等出口增长。上述因素共同驱动多用途重吊船市场需求稳步 向上。 近年来，海通发展主要通过购入二手船实现运力扩张，本次下单是其时隔数年后再次投资新造船，体现了公司对重吊船细分市场前景的坚定信心，也是对国 家" 一带一路 "倡议的积极响应。待3艘重吊船全部交付，海通发展的船队实力与船龄结构将得到显著增强和优化，有助于进一步提升在国际航运市场中的 综合 竞争力。 业务协同强化，打造第二增长曲线 重吊船业务与海通发展已有的件杂货 运输业 务高度协同。该船型配备起重能力较强的起货设备，能更好地满足重大件货物的海运需求，有助于公司进一步 丰富运输货种、提升市场份额及行业影响力。同时，重吊船领域具备较高的专业门槛，有利于公司构建经营壁垒。目前， ...

Core Viewpoint - The strategic cooperation agreement signed between China Carbon Neutrality, China Tower Corporation, and China Recycled Resources Development Group aims to explore innovative collaboration models under the carbon neutrality goal, focusing on building a lithium battery recycling ecosystem and contributing to national carbon peak and neutrality strategies [1][2]. Group 1: Strategic Cooperation - The three parties will leverage their respective strengths in resources, technology, market, and industrial synergy to establish a standardized, high-coverage, and efficient lithium battery recycling system [1]. - The collaboration will focus on creating a sustainable lithium circular economy ecosystem and enhancing resource disposal capabilities to build a low-carbon circular industrial cluster [1][2]. Group 2: Future Outlook - The partnership will explore deep cooperation in areas such as energy storage station construction, carbon asset management, and green energy services, aiming to create a green industrial chain covering the entire lifecycle of battery production, usage, recycling, and regeneration [1][2]. - The cooperation is seen as a benchmark initiative for implementing the national dual carbon strategy, aligning with global energy transition and circular economy trends [2]. Group 3: Industry Impact - The collaboration is expected to enhance the group's comprehensive competitiveness in the carbon neutrality industry chain by addressing challenges such as the fragmentation of the lithium battery recycling industry and difficulties in traceability [2]. - By replacing primary minerals with recycled resources, the partnership aims to significantly reduce carbon emissions throughout the battery lifecycle and foster new business models like battery swapping and battery banks, thereby generating sustainable business growth and financial returns for the group [2].

Core Viewpoint - China Export-Import Bank emphasizes the importance of financing cooperation with Thailand in the energy sector, particularly in supporting renewable energy projects to aid Thailand's green and sustainable development goals [1][5]. Group 1: Meetings with Thai Officials - During meetings with the Thai Ministry of Energy and the Electricity Generating Authority of Thailand, the Chairman of China Export-Import Bank expressed a commitment to align with Thailand's financial needs for achieving carbon neutrality and energy transition [1][5]. - The bank aims to support project construction in the renewable energy sector, contributing to Thailand's sustainable development [1][5]. Group 2: Collaboration with Thai Corporations - In discussions with Charoen Pokphand Group, the bank highlighted its dedication to supporting multinational enterprises in stable operations and healthy development, offering diversified and customized financial services in agriculture, renewable energy, digital economy, and financial innovation [3][8]. - The bank also expressed a desire to enhance collaboration with Bangkok Bank in areas such as international settlement, capital financing, and trade finance to facilitate cross-border trade between China and Thailand [3][8]. Group 3: Engagement with Chinese Enterprises in Thailand - During a dialogue with representatives of Chinese enterprises in Thailand, the Chairman listened to their experiences regarding opportunities and challenges in expanding overseas business and their financial needs [5][10]. - The bank plans to leverage its expertise to improve cross-border financial services and provide stable, sustainable financial support for the overseas development of these enterprises [5][10].

德国制造业面临能源供应中断和成本上升压力，导致本土生产效率降低。 这种情况源于2022年以来地缘政治因素影响下的能源转型，俄罗斯天然气供应减少后，德国工业电价上 涨超过一倍。 欧洲整体能源政策调整，进一步推高制造业运营费用。到2025年，德国制造业产出同比下降约2%，破 产企业数量达到2.4万家左右，创下近年高点。 相比之下，中国作为全球制造业中心，提供稳定供应链和较低能源成本，吸引德国企业转移产能。这种 迁移不是突发事件，而是长期积累的结果，反映出全球产业分工变化。 德国企业选择中国布局，主要因为本土竞争力削弱。能源费用占制造业成本比例从原来的10%上升到 20%以上，影响汽车和机械行业出口。 2025年德国对欧盟以外地区出口下滑，部分订单转向亚洲市场。中国市场规模巨大，消费需求支撑德国 产品本地化生产。 相比中国煤炭和可再生能源结合的供应体系，德国能源网络重建需投资数千亿欧元，短期内难以恢复。 制造业企业通过迁移分散风险，2025年德国对华直接投资额超过50亿欧元，同比增长约2%。这表明迁 移不是短期应对，而是战略调整，以适应全球技术迭代。 中国优势在于产业链一体化。 从原材料采购到成品出口，中国体系覆盖 ...

Core Viewpoint - China Carbon Neutrality (01372.HK) has signed a strategic cooperation agreement with China Tower Corporation and China Recycled Resources Development Group, aiming to explore innovative cooperation models under the carbon neutrality goal and promote the construction of a lithium battery circular economy ecosystem [1]. Group 1 - The three parties will leverage their respective advantages in resources, technology, market, and industrial synergy [1]. - The collaboration is based on the principles of "complementary advantages, win-win cooperation, and green development" [1]. - The initiative aligns with the national strategy of "carbon peak and carbon neutrality" [1].

Core Viewpoint - The strategic cooperation agreement signed between China Carbon Neutrality (01372), China Tower Corporation, and China Recycled Resources Development Group aims to explore innovative collaboration models under the carbon neutrality goals, focusing on building a lithium battery recycling ecosystem and supporting national carbon peak and neutrality strategies [1][2]. Group 1: Strategic Cooperation - The three parties will leverage their respective strengths in resources, technology, market, and industrial synergy to establish a standardized, high-coverage, and efficient lithium battery recycling system [1]. - The collaboration will focus on creating a sustainable lithium battery circular economy ecosystem, enhancing resource disposal capabilities, and developing low-carbon circular industrial clusters [1][2]. Group 2: Future Outlook - The partnership will explore deep cooperation in areas such as energy storage station construction, carbon asset management, and green energy services, aiming to create a green industrial chain covering the entire lifecycle of battery production, usage, recycling, and regeneration [1]. - This cooperation is seen as a benchmark initiative for implementing the national dual carbon strategy, aligning with global energy transition and circular economy trends [2]. Group 3: Industry Impact - The collaboration is expected to enhance the group's comprehensive competitiveness in the carbon neutrality industry chain by addressing challenges such as the fragmentation of the lithium battery recycling industry and difficulties in traceability [2]. - By replacing primary minerals with recycled resources, the partnership aims to significantly reduce carbon emissions throughout the battery lifecycle and foster new business models such as battery swapping services and battery banks [2].

报告日期：2026 年 1 月 7 日 申银万国期货研究所 首席点评： 上证指数创史上最长连阳纪录 中国人民银行部署 2026 年重点工作，要求灵活高效运用降准降息等多种货币政 策工具，保持流动性充裕。据央视财经，我国情绪消费市场规模快速攀升，从 2022 年 1.63 万亿元升至 2024 年 2.31 万亿元，2025 年将达 2.72 万亿元，2029 年将突破 4.5 万亿元。昨日上证指数收涨 1.5%报 4083.67 点，创史上最长连阳 纪录。开源航班追踪数据和地面观察员的观测显示，近日有大批美军飞机突然飞 往欧洲，其中 1 月 3 日至少有 10 架 C-17 运输机从美国飞往欧洲，一名美国高级 官员表示，特朗普总统及其团队正在讨论多种获取格陵兰岛的方案。隔夜美债收 益率上行，美股再创新高，夜盘大宗商品价格普遍走强。 重点品种：股指、铝、焦煤 股指：美国三大指数上涨，上一交易日股指继续大幅上涨，有色金属板块领涨， 通信板块下跌，市场成交额 2.83 万亿元。资金方面，1 月 5 日融资余额增加 192.66 亿元至 25434.22 亿元。我们预计 2026 年供给侧改革持续并将推升大宗商品的价 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其準確性或完 整 性亦不發表任何聲明，並明確表示，概不就因本公告全部或任何部分內容而產生或因依賴該等 內容而引致之任何損失承擔任何責任。 (於開曼群島註冊成立之有限公司) 1372) 三方秉持「優勢互補、合作共贏、綠色發展」原則，整合各自核心資源：依託中國鐵塔 全國通信基建網絡與退役物資儲備、中國再生資源覆蓋城鄉的實體回收網絡及資質優勢、本 本公告乃中國碳中和發展集團有限公司(「中國碳中和」或「本公司」，連同其附公司 統稱「本集團」)作出之自願公告，以知會本公司股東及有意投資者關於本集團業務發展之 最新消息。 本公司董事會(「董事會」)欣然宣佈，於近期，本集團與中國鐵塔股份有限公司（「中 國鐵塔」）及中國再生資源開發集團有限公司（「中國再生資源」）簽署戰略合作協議（「 協議」）。三方本著「優勢互補、合作共贏、綠色發展」的原則，將充分發揮各自在資源、 技術、市場及產業協同方面的優勢，共同探索碳中和目標下的創新合作模式，共同推動鋰電 循環經濟生態圈建設，落實國家「碳達峰、碳中和」戰略目標。 ● 合作核心內容 - 1 - 集團線上回收平台「尋 ...