格隆汇12月22日丨兴源环境(300266.SZ)在投资者互动平台表示，公司已实质性开展储能业务，该业务 主要由子公司新至双碳科技有限公司承担。新至双碳投建的"凤阳正泰100MWh用户侧储能电站"已成功 并网，该项目位于安徽凤阳，通过智能化的"两充两放"运行模式，日均充放电量可达200MWh，具备显 著的削峰填谷能力。未来，公司将继续围绕装备制造、双碳创新、环境治理等板块，推动公司高质量发 展。 ...

Group 1: China Shenhua's Major Asset Restructuring - China Shenhua (01088) announced a significant asset restructuring plan involving the acquisition of equity stakes in 12 core enterprises under its controlling shareholder, China Energy Group, with a total transaction value of 133.598 billion yuan [1] - The restructuring will enhance China Shenhua's total asset scale by over 200 billion yuan, significantly increasing key metrics such as coal reserves, annual production, and installed power generation capacity, with a notable 213.33% increase in polyolefin production [1] - The transaction will be financed with 70% cash payment, effectively reducing equity dilution, and the controlling shareholder has voluntarily extended the performance commitment period for some assets to six years, demonstrating protection for minority shareholders [1] Group 2: Market Trends and Developments - The COMEX silver futures reached a historic high, closing at $67.395 per ounce, reflecting a 3.34% increase [2] - The U.S. stock market showed positive trends, with the Dow Jones Industrial Average rising by 183.04 points, and major tech stocks like Oracle and Nvidia also saw significant gains [2] - The U.S. energy regulatory body directed PJM Interconnection to establish grid connection rules for AI data centers, which is expected to benefit existing natural gas and nuclear power plants [3] Group 3: Corporate Investments and Acquisitions - Sichuan Chengyu Highway (00107) plans to acquire 85% of Hubei Jingyi Highway Co., Ltd. for 2.409 billion yuan [4] - Chongqing Steel (01053) intends to issue shares worth 1 billion yuan to Huabao Investment [5][6] - Qingdao Port (06198) is set to invest approximately 6.615 billion yuan in the construction of the Dongjiakou General Terminal project to enhance cargo throughput capacity [7] Group 4: Pharmaceutical Innovations - Yuan Da Pharmaceutical (00512) reported positive results from its Phase III clinical trial for the innovative radiolabeled drug TLX591-CDx for prostate cancer diagnosis, achieving its primary clinical endpoint [10] - The company has six innovative radiolabeled drugs approved for registration clinical research, with four already in Phase III trials, indicating a promising pipeline for prostate cancer treatment [10] Group 5: Licensing and Collaboration Agreements - A subsidiary of Gakos-B (01167) entered into a licensing and collaboration agreement with AstraZeneca to develop and commercialize the pan-KRAS inhibitor JAB-23E73, with potential milestone payments totaling up to $1.915 billion [8] Group 6: IPO Developments - MiniMax, a general artificial intelligence company, is set to become the fastest AI company from establishment to IPO, having published its post-hearing information for the stock offering [9]

Core Viewpoint - The article emphasizes the robust development of China's energy industry as it transitions into the "15th Five-Year Plan," highlighting the commitment to energy security, green transformation, and technological self-reliance [2][5]. Group 1: Energy Security and Supply - In 2025, China's energy sector achieved significant milestones in energy security, marking the best year since the "14th Five-Year Plan," with stable coal production and effective responses to peak electricity demands [3]. - Oil and gas production reached historical highs, with crude oil output at approximately 215 million tons and natural gas production exceeding 260 billion cubic meters, marking a continuous increase for nine years [3]. - Coal production surpassed 4.8 billion tons, with imports around 470 million tons, maintaining a reasonable supply margin and enhancing supply elasticity [3]. Group 2: Mechanism Innovation and Quality Development - The establishment of a cross-departmental collaboration system for energy monitoring and emergency response has transformed the management of energy resources, moving away from isolated operations [4]. - The renewable energy sector saw significant advancements, with major projects in wind and solar energy, including the completion of the first batch of wind and solar bases and the acceleration of hydropower and nuclear projects [4]. - The increase in non-fossil energy consumption and improvements in energy self-sufficiency and system regulation capabilities were highlighted as significant breakthroughs [4]. Group 3: Green Transformation and Technological Integration - The energy sector's development direction for the "15th Five-Year Plan" focuses on enhancing energy security while promoting a green and low-carbon transition [5]. - Innovative projects, such as a large-scale photovoltaic project in Shanxi and a solar thermal project in Gansu, exemplify the integration of renewable energy sources with storage systems and intelligent management platforms [5][6]. - The establishment of a virtual power plant platform in the Guangdong-Hong Kong-Macao Greater Bay Area aggregates over 5,000 adjustable load resources, enhancing grid flexibility and efficiency [6]. Group 4: Market Reform and Unified Energy Market - The energy industry is actively transforming reform momentum into high-quality development, with a focus on building a unified national market and enhancing resource allocation efficiency [8]. - The introduction of a unified electricity market framework aims to eliminate regional barriers and facilitate fair trading of electricity across the country [8][9]. - The need for a flexible adjustment mechanism in the electricity system is emphasized, particularly in response to the increasing share of variable renewable energy sources [9][10].

赵一德在听取大家发言后指出，今年以来，在以习近平同志为核心的党中央坚强领导下，全省上下 以深化开展"三个年"活动、聚力打好"八场硬仗"为抓手，以中央巡视、中央审计、中央生态环境保护督 察等发现和反馈问题整改为动力，推动各项工作取得新的进展，"十四五"规划即将圆满收官。明年 是"十五五"开局之年，要进一步把思想和行动统一到党中央对形势的科学判断和决策部署上来，坚持稳 中求进、提质增效，完整准确全面贯彻新发展理念，以积极务实的目标导向谋准谋实明年工作，着力稳 就业、稳企业、稳市场、稳预期，持续推动经济实现质的有效提升和量的合理增长，切实维护社会大局 和谐稳定。 赵一德强调，要统筹促消费和扩投资，以优化"两新"政策实施撬动商品消费升级、服务消费挖潜， 以加强重大项目谋划储备和激发民间投资活力促进投资止跌回稳，更好发挥内需拉动经济增长主动力作 用。要深化全面改革全域开放全链创新，在融入和服务全国统一大市场建设中纵深推进经济体制改革， 紧抓外事外贸外资外经外宣联动扩大高水平开放，聚焦培育新质生产力一体抓好科技创新、产业创新和 金融服务，加快塑造发展新动能新优势。要围绕缩小"三大差距"，全面实施"双极带动、多点支撑、三 ...

（来源：新华日报） (图片来源：视觉中国) 2026年是"十五五"规划的开局之年，也是绿色低碳发展开启新征程的重要一年，作为工业大省的江苏， 如何聚焦"双碳"目标，在精益求精中继续担当作为？ 省工信厅相关负责人表示，将以"双碳"战略实施为"指挥棒"，坚持从头紧起、稳中求进、重点重抓，着 力扬优势补短板强弱项，加快节能降碳、扩绿转型，推动制造业绿色低碳发展不断取得新进展、实现新 突破，确保为"十五五"开好局起好步。重点抓好四个方面—— 着力夯实碳达峰节能基础 能源是绿色低碳发展的"牛鼻子"，减少化石能源消费、降低能源消费强度是推进碳达峰的关键举措、重 要抓手，要以更大力度的节能降碳为碳达峰奠定坚实基础。 持续推进节能降碳改造，聚焦钢铁、建材、石化化工等高耗能行业，摸排"十五五"节能降碳项目清单， 引导企业积极申报节能降碳中央预算内投资专项、超长期特别国债等政策支持，推动企业实施节能降碳 改造与设备更新。高质高效开展节能监管，引导企业对标国际先进水平、行业领先水平实施技术改造， 深入开展工业节能监察。精准精细做好节能服务，围绕重点节能工序工艺、关键节能技术装备、能源管 理和碳管理体系建设，省市联动组织开展工业节能 ...

Core Viewpoint - The company, Jiahe Technology, is a national-level specialized and innovative "little giant" enterprise based in Yunnan, focusing on technological innovation in the specialized industrial pump sector, achieving a path of localization, high-end development, and globalization [1][2]. Group 1: Technological Innovation - Jiahe Technology prioritizes technological innovation to tackle "bottleneck" challenges in extreme working conditions such as high temperature, strong corrosion, and high wear [1]. - The company collaborates with institutions like Tsinghua University and Kunming University of Science and Technology, establishing research platforms such as the Yunnan Provincial Special Industrial Pump Engineering Technology Research Center [1][2]. - The company has developed over 30 series and types of new materials with independent intellectual property rights, accumulating more than 100 patents, including 22 invention patents [2]. Group 2: Market Position and Achievements - Jiahe Technology has achieved over 80% market share in the domestic sulfur and phosphorus chemical and petroleum chemical alkylation pump sectors, successfully replacing imports with high-end products like high-temperature concentrated sulfuric acid pumps [2]. - The company's products are not only used in major domestic projects but are also exported to countries such as Chile, Morocco, and South Korea, serving global industry giants like the National Copper Corporation and LG Chem [2]. Group 3: Green Transformation and Future Strategy - In response to the "dual carbon" goals and the green transformation of the manufacturing industry, Jiahe Technology is actively implementing strategies to transition from a manufacturing company to a green solution service provider [2]. - The company has invested over 80 million yuan in green technology upgrades and has been recognized as a national-level green factory [2]. - The high-efficiency intelligent high-temperature concentrated sulfuric acid pump developed by the company is the first in China to achieve carbon neutrality certification, reducing energy consumption by 20% to 30% and significantly lowering operational costs for clients [2]. Group 4: Expansion and Service Network - Jiahe Technology is building a service network across regions including Beijing, Shaanxi, Xinjiang, and Guangdong, aiming to promote energy-efficient products and smart solutions in broader applications [3]. - The company is committed to supporting the green transition of the energy system through technological innovation, contributing to high-quality development [3].

（来源：光明日报） 转自：光明日报 ...

Group 1 - The central economic work conference emphasizes the importance of "dual carbon" goals, promoting a comprehensive green transition and advancing energy security through the construction of a strong energy nation [1][2] - The construction of a strong energy nation is expected to create significant development opportunities for China's new energy industry, with listed companies in sectors such as energy storage, wind power, solar energy, hydrogen energy, and advanced nuclear technologies poised to benefit [1][4] - The integration of the "dual carbon" goals with the energy strong nation initiative is seen as a core driver for the leap in green and low-carbon industries, with specific quantitative targets set for non-fossil energy consumption and renewable energy capacity by 2035 [2][3] Group 2 - The energy strong nation initiative is expected to shift China's role from a follower to a leader in energy rules, necessitating a transition in the energy storage industry from scale development to high-quality growth [3][4] - Companies like Trina Solar and GCL Group are focusing on technological innovation and integrated solutions across the energy supply chain, aiming to capitalize on the opportunities presented by the energy strong nation initiative [4][5] - The energy storage sector is identified as a crucial growth area, with advancements in various storage technologies expected to enhance the capacity for renewable energy consumption and support the transition to a new energy system [5][6]

证券时报记者聂英好 在浙江经济向高质量发展迈进的进程中，上市公司正以"头雁"姿态引领新兴产业加速崛起、发展壮大， 成为驱动产业变革与经济转型升级的核心力量。 依托资本市场赋能，浙江辖区（不含宁波，下同）上市公司在高端装备制造、新材料、节能环保、新一 代信息技术等战略性新兴产业领域持续突破，通过技术创新、产业链整合与产能扩张，在实现自身高质 量成长的同时，有效带动上下游协同升级，构建起特色鲜明、优势互补的新兴产业生态。 数据显示，截至2025年12月16日，浙江辖区已有战略性新兴产业上市公司194家，在全国各辖区中位居 第二。从增量看，辖区新上市企业的含"新"量不断攀升。战略性新兴产业公司在新上市公司中的占比， 已从2021年的55.71%提高至2025年的100%，生动诠释了资本市场聚力聚焦服务科技创新和产业转型升 级的鲜明政策导向。 锚定风口谋升级 高端装备制造是制造业升级的核心方向，也是浙江重点培育的战略性新兴产业之一。在资本市场助力 下，长盛轴承、思看科技等上市公司深耕细分领域，在人形机器人、三维视觉等热门赛道展现强劲竞争 力。 作为嘉善自润滑轴承产业代表性企业，长盛轴承始终聚焦于滑动轴承的研发与制造， ...

Group 1 - The core viewpoint of the article emphasizes the importance of talent cultivation in Hainan, aligning with the "45432" development strategy to create a more attractive talent policy and development platform [2] - The "Million Talents Prosper Hainan" action plan aims to integrate talent, innovation, and industry chains to support high-quality development in Hainan [2] - Hainan University has made significant reforms in talent cultivation, particularly in nurturing innovative talents to meet the needs of the free trade port [3][4] Group 2 - Hainan University has implemented a "3+1+X" model for cultivating top innovative talents, significantly shortening the time required to obtain a doctoral degree [4] - The establishment of the Zhiyuan College at Hainan University aims to integrate discipline construction, scientific research, and talent cultivation, focusing on major scientific issues while training innovative talents [5] - Hainan University has optimized its academic disciplines and programs to better align with the needs of the free trade port, using a monitoring system to evaluate the relevance of programs [6][7] Group 3 - Hainan Normal University has a long history of training teachers, contributing significantly to the province's educational workforce [8] - The "111 Plan" at Hainan Normal University aims to recruit and cultivate 1,200 high-level talents over the next five years, including 100 leading talents and 1,000 supporting talents [9] - The university is enhancing its talent management mechanisms and promoting international collaboration to better prepare graduates for the needs of the free trade port [10] Group 4 - Hainan Normal University plans to increase the proportion of teacher training programs and expand its teacher education capacity to support local educational development [11] - The university is restructuring its curriculum and implementing a system that allows students to take exams instead of attending classes, promoting personalized learning [12] - The employment rate of graduates from Hainan universities who choose to stay in Hainan is steadily increasing, with Hainan Normal University reporting a retention rate of over 50% [15][16]