144名骨干获1086万股激励 武汉天源原名天源环保，创立于2009年，于2021年12月上市，公司于2025年正式更名。武汉天源起初从 事垃圾填埋场渗滤液治理业务，陆续拓展水务、固废业务，近年来陆续向绿色能源、高端装备制造、第 三方服务等领域拓展。 武汉天源认为，该储能项目与公司已有的10余个垃圾焚烧绿电项目形成协同，将进一步夯实公司"水务 治理+固废处置+绿色能源+高端装备制造"的业务布局，将绿色能源业务从"战略攻坚方向"升级为核心 增长极。储能项目使武汉天源从单一的发电运营，向绿电"生产—存储—消纳"全链条延伸，提升能源业 务的附加值和抗风险能力。而且，该储能项目所需的储能装备可与公司高端环保装备制造业务形成协 同，推动装备制造业务向新能源领域拓展。 公告还显示，该储能项目运营后，武汉天源可通过多种盈利模式实现稳定营收与利润增长，如峰谷套 利，电网调频、调峰、备用等辅助服务市场，以及容量补偿与租赁等。储能项目运营周期长，项目稳定 运营后，每年可产生持续的现金流入，有助于改善公司的现金流状况，为后续业务扩张提供资金支持。 值得注意的是，这是武汉天源一个月内第二笔投向储能领域的投资。2025年12月上旬，武 ...

【环球时报特约记者 文简】彭博社12日引述知情人士的消息称，印度信实公司在未能获得中国技术 后，已叫停其在印度生产锂电池的计划。报道称，这反映出，即使是印度最强大的企业，在建立独立清 洁能源供应链方面也面临重重困难。 不过，路透社12日报道称，信实公司发言人否认可再生能源计划有任何变化，包括一座电池超级工厂原 计划于2026年开始运营。发言人在一封电子邮件中表示："电池储能系统制造、电池组制造和电芯制造 一直是我们储能计划的一部分，目前进展顺利。" 彭博社称，虽然暂停电池制造不会给信实公司立即造成经济打击，但"这凸显了其雄心勃勃的绿色能源 计划所面临的挑战"。报道称，若不能改善与北京的双边关系，那些被寄予厚望、有望助力印度完成碳 中和目标的印度企业就很难取得实质性进展。 报道称，消息人士透露，信实集团原计划从今年开始生产电池，为此一直在与一家中国公司洽谈电池技 术许可事宜。这名人士宣称，由于中国方面对关键领域技术海外转让的规定，这家公司退出了拟议的合 作，谈判目前陷入僵局。 ...

（来源：内蒙古日报） 转自：内蒙古日报 阿祖莱认为，中国正通过多种政策工具持续释放国内市场潜力。在他看来，中国并非依赖短期刺激，而 是着力推动消费结构升级，新能源汽车、文化产品、健康产业以及高质量服务等领域需求不断增长，成 为拉动内需的重要力量。 消费需求的持续升级，也正在推动供给体系加快调整与转型。阿祖莱认为，中国正加快从"规模+成 本"优势转向"创新+效率"优势，人工智能、半导体、机器人、绿色能源、生物科技等领域正在成为新的 增长引擎。 他特别提到中国在创新政策层面的制度优势：资源动员速度快、试点机制灵活、地方政府与企业协同度 高。他认为，"先试点、再推广"的推进方式加快了创新成果向现实生产力的转化。 在全球贸易和投资环境不确定性上升的背景下，阿祖莱强调，中国坚持高水平对外开放，开放格局不仅 涵盖市场准入的进一步放宽，也包括制度型开放和营商环境的全面改善。"对于全球经济而言，一个更 可预测、更规范、更易进入的市场，有助于外国企业更好把握中国需求，并融入区域价值链。" □新华社记者 崔可欣 "每一次前往中国，最打动我的，是中国人总能从传统中汲取精髓，不断创造新事物，为数千年文明注 入当代活力。"法国丝路商学 ...

Investment Rating - The industry investment rating is maintained at "Outperform the Market - A" [4] Core Views - The sulfur price is experiencing fluctuations due to supply-demand dynamics, with a short-term supply guarantee not fundamentally altering the long-term tight resource situation. The expected global sulfur supply-demand gap for 2026 is projected to be -5.13 million tons, indicating a strategic revaluation of sulfur resources in the long term [2][16] - The recent restructuring between Sinopec and China Aviation Oil is expected to enhance the integration of oil refining and distribution, potentially accelerating the commercial use of Sustainable Aviation Fuel (SAF) in China [3][7] Summary by Sections 1. Core Insights of the Week - The market is witnessing a rebound in oil prices, with Brent crude reaching $63.05 per barrel, reflecting a 3.7% increase. This is driven by geopolitical tensions affecting supply expectations [14] - The chemical sector is gaining attention due to a better-than-expected Producer Price Index (PPI) recovery, indicating potential for upward valuation in the sector [15] 2. Chemical Sector Performance - The basic chemical industry index increased by 3.7% in the week, outperforming major indices like the Shanghai Composite and ChiNext [21] - Among 26 sub-sectors, 25 experienced gains, with the top performers being modified plastics (+9.5%) and inorganic salts (+7.2%) [26] 3. Stock Performance in the Chemical Sector - In the basic chemical sector, 373 out of 424 stocks rose, with notable gainers including Prit (42.6%) and Sanfu (32.3%). Conversely, stocks like Evergrande High-Tech saw declines of 13.1% [28][29] 4. Investment Focus Areas - The report suggests focusing on four main investment lines: 1. Upstream resource assets with strong profit certainty, particularly in phosphorus and sulfur [16] 2. Supply-side optimization under "anti-involution" policies, targeting sectors with high concentration and price elasticity [17] 3. Low-valued leading stocks in the sector, as capital expenditure cycles slow down [18] 4. New productivity investments aligned with green energy and advanced materials [20]

专题：2026中国首席经济学家论坛年会 2026年中国首席经济学家论坛年会于1月10-11日在上海举行，主题为"棋至中局：承前启后 建设强国"。 兴业银行首席经济学家鲁政委出席并发言。 鲁政委表示，未来五年我国减碳将逐步形成六碳的治理机制，即地方碳考核、地方碳管控、企业碳管 理、项目碳评价、产品碳足迹以及国际碳协调。这一切的基础是碳核算，只有明确碳核算的模型、规 范、监测、数据、审计、认证等标准，才能精准把握达峰峰值、制定减排路径，也才能在国际贸易中开 展有效协调。 他指出，由此将带来两大重要市场机遇：一是碳市场扩围；二是电力市场的分化，绿电与非绿电将形成 明确的价值差异，推动绿色能源的市场化定价与应用。碳核算相关领域的发展机遇值得重点关注。 新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目 的，并不意味着赞同其观点或证实其描述。 责任编辑：王翔 ...

在技术迭代与消费升级的双重驱动下，DeepSeek大数据模型结合市场趋势研判，未来三年最具爆发力 的三大行业已浮出水面：人工智能应用服务、银发经济健康科技、绿色能源智能解决方案。 这不仅是趋势，更是可实操落地的财富新赛道。 中国60岁以上人口超2.8亿，慢性病管理、远程问诊、智能监测设备需求激增。政策持续加码"健康中 国"，智能血压计、跌倒报警手环、AI健康顾问等产品供不应求。 一、人工智能应用服务：从"工具"到"伙伴" AI正从底层技术走向场景化落地。企业降本增效需求激增，AI客服、智能文案、自动化流程管理都已 成刚需。据IDC数据，2025年全球AI软件市场规模将破千亿美元。 真实机会在于为中小商家提供的"即插即用"的AI工具包，如自动回复、数据分析、内容生成等。 实操步骤：选垂直领域（如电商、教育）→ 搭建轻量化AI服务模块 → 通过私域流量测试反馈 → 快速 迭代产品。 我们可以借助一些辅助工具。比如【里德助手plus】的多消息转发功能，可将产品介绍、案例图文、小 程序链接自动分批发送给目标客户，来为此提升触达效率，实现精准转化。 二、银发经济健康科技：万亿蓝海，需求刚性 实操路径：联合社区医院做健康 ...

Core Viewpoint - The company is making a significant investment in a 200MW/400MWh energy storage project in Suichuan County, Jiangxi Province, with a total investment of approximately 550 million yuan, marking a strategic move into the green energy sector [1] Group 1: Investment and Strategic Moves - The investment in the energy storage project is part of the company's strategy to enhance its green energy business, transitioning from a focus on power generation to a full chain of "green electricity production, storage, and consumption" [1] - The project will create synergies with the company's existing waste incineration green electricity projects, reinforcing its business layout in water management, waste disposal, green energy, and high-end equipment manufacturing [1] - The energy storage equipment required for the project will complement the company's high-end environmental equipment manufacturing business, facilitating expansion into the new energy sector [1] Group 2: Market Potential and Financial Outlook - The energy storage project is expected to benefit from various revenue models, including peak-valley arbitrage, grid frequency regulation, and auxiliary services, which are supported by national and local policies [2] - The gross margin of centralized energy storage projects is anticipated to be higher than traditional businesses, with potential for further improvement as operational efficiency and scale effects are realized [2] - The company reported a significant investment of 3.02 billion yuan in a 1GW photovoltaic power generation project, which is seen as a benchmark for its wind-solar-storage layout, although it may exert short-term pressure on overall profit growth [2] Group 3: Recent Financial Performance - For the first three quarters of 2025, the company achieved operating revenue of 1.162 billion yuan, a year-on-year decrease of 5.21%, and a net profit attributable to shareholders of 138 million yuan, down 26.48% year-on-year [3] - Despite the decline in revenue and profit, the company's stock price has surged recently, reaching 19.27 yuan per share, with a total market capitalization of 12.99 billion yuan [3]

Core Viewpoint - Wuhan Tianyuan (301127.SZ) has signed an investment framework agreement with the Suichuan County Business Bureau for the construction of a 220KV substation and a 200MW/400MWh grid-side independent shared energy storage project in Suichuan County, with a total investment of approximately 550 million yuan [1] Project Details - The project will establish an independent electrochemical energy storage station, which will include energy storage batteries (using lithium iron phosphate batteries), battery management systems (BMS), energy storage inverters (PCS), and other related equipment and systems [1] - The project will be constructed with a 10% oversizing, consisting of 44 energy storage units, each with a capacity of 5MW/2×5.015MWh [1] - The land area for the project is approximately 40 acres, with construction planned to start in 2026 and a construction period of 4 months [1] Strategic Alignment - This project will synergize with the company's existing more than 10 waste incineration green electricity projects, further solidifying its business layout of "water governance + solid waste disposal + green energy + high-end equipment manufacturing" [1] - The green energy business is being upgraded from a "strategic offensive direction" to a core growth driver [1]

Core Viewpoint - Wuhan Tianyuan (301127.SZ) has signed an investment framework agreement with the Suichuan County Business Bureau for the construction of a 220KV substation and a 200MW/400MWh grid-side independent shared energy storage project in Suichuan County, with a total investment of approximately 550 million yuan [1] Group 1: Project Details - The project will establish an independent electrochemical energy storage station, which includes energy storage batteries (using lithium iron phosphate batteries), battery management systems (BMS), energy storage inverters (PCS), and other related equipment and systems [1] - The project will consist of 44 energy storage units, each with a capacity of 5MW/2×5.015MWh, and will be constructed with a 10% oversizing [1] - The land area for the project is approximately 40 acres, with construction planned to start in 2026 and a construction period of 4 months [1] Group 2: Strategic Implications - This project will synergize with the company's existing more than 10 waste incineration green electricity projects, further solidifying its business layout of "water governance + solid waste disposal + green energy + high-end equipment manufacturing" [1] - The green energy business is being upgraded from a "strategic offensive direction" to a core growth driver for the company [1]

双方指出，两国在联合国、金砖国家合作机制等多边领域进行了卓有成效的协调配合，有力捍卫了 全球南方共同利益。埃塞高度赞赏习近平主席提出的一系列重大倡议，愿同中方共同落实相关倡议。 双方重申世界各国均应遵守《联合国宪章》和国际法确立的基本原则，重申各国主权和领土完整， 反对在国际关系中使用或威胁使用武力。 新华社亚的斯亚贝巴1月8日电 中华人民共和国和埃塞俄比亚联邦民主共和国外交部长会谈联合新闻公报 中共中央政治局委员、中华人民共和国外交部长王毅于2026年1月7日至9日访问埃塞俄比亚。其 间，王毅同埃塞总理阿比和外交部长格迪翁分别举行会见会谈。 双方承诺共同推动中非合作论坛北京峰会成果进一步落地，深化全方位合作，努力把中埃塞全天候 战略伙伴关系打造为构建新时代全天候命运共同体的典范。 双方同意深化经贸、基础设施、能源、交通、司法等传统领域合作，以及挖掘电子商务、数字经 济、人工智能、绿色能源等新领域合作潜力，并扩大在文化、旅游、新闻、教育和智库等领域合作。双 方强调，以2026年"中非人文交流年"为契机，通过文化艺术开展人文交流，增进民心相通。 中方赞赏埃塞国家发展建设取得的新成就，坚定支持埃塞人民探索符合本国 ...