11月的深圳，风起南海，潮涌珠江。这座将举办2026年APEC会议的创新之都，即将迎来一场金融界的思想盛宴——第十九届深圳国际金融博览会暨2025中国金融 机构年会将于11月19日至21日在深圳会展中心(福田)隆重举行，这也是两大品牌活动首次强强联合。 这场由证券时报社主办的年度金融盛会，将汇聚来自银行、证券、保险、信托、期货等领域的数百位行业领袖，通过六大专业论坛，共同探寻金融业高质量发展新 路径。 金融精英汇聚鹏城，行业领袖共议金融强国建设！ 11月19-20日 中国·深圳 会议议程 11月19日 周三 9号馆 活动A区 第十九届深圳国际金融博览会 09:00-10:20 ● 2025金融科技大会开幕式 10:30-11:30 ● 2025中国金融机构年会 9号馆 活动B区 13:30-17:30 ● 2025中国金融机构年会 暨2025中国银行业年会 9号馆 活动C区 13:30-17:30 ● 2025中国金融机构年会 暨2025中国证券业资产管理高峰论坛 "2025中国金融机构年会"以"聚势赋能 重塑价值"为主题，因为今年恰逢"十四五"收官与"十五五"谋划的关键时点。在金融强国建设蹄疾步稳、中国特色 ...

2025 年 11 月 17 日 伯克希尔首次建仓 Alphabet，科技或可逢低加仓 【2025110-20251116】 | ◼ | 市场回顾：上周权益市场主要指数多数收跌，科创 50 跌幅最 | | | --- | --- | --- | | | 大，下跌 3.85%；债券市场长短端利率走势不一，其中十年期 | 大同证券研究中心 | | | 国债下行 0.02BP，一年期国债上行 0.59P,长短端信用利差均 | | | | | 分析师：杨素婷 | | | 有所走阔；基金市场中偏股基金指数周度收跌而二级债基指数 | 执业证书编号： | | | 均周度收涨，中长期纯债基金指数和短期纯债基金指数均周度 | S0770524020002 | | | 收涨；申万 31 个行业涨多跌少，TMT 板块集体回调。 | 邮箱：yangst@dtsbc.com.cn | | ◼ | 权益类产品配置策略： | | | ➢ | 事件驱动策略：（1）我国第一艘电磁弹射型航空母舰入列，可 | | | | | 地址：山西太原长治路 111 号山 | | | 关注：博时军工主题 A(004698)、华夏军工安全 A(002251)和 ...

Investment Rating - The industry investment rating is "Overweight" (maintained) [4] Core Viewpoints - The report highlights the continuous increase in wind power bidding in November, with expectations for wind turbine prices to stabilize and recover [3] - The integration of "wind power + supercomputing" and "coal power + wind power" is seen as a key driver for energy transition in Heilongjiang [4] - The establishment of the first "wind power + supercomputing" project in Northeast China aims to create a closed-loop system for green electricity supply and high-performance computing, significantly reducing carbon emissions from data centers [4] Summary by Sections Project Developments - On November 6, a framework agreement was signed for a green industry project in Tonghe County, with a total investment of approximately 2.228 billion yuan, focusing on the synergy between energy structure and digital infrastructure [4] - On November 7, Huadian Energy announced plans to invest 12.043 billion yuan in a new integrated coal and renewable energy project in Heilongjiang [4] Financial Projections - The report outlines expected investment returns for six wind power projects, with the Qiqihar Fularji wind power project leading at a 20.55% return rate, while others range from 9.01% to 19.76% [4] Investment Recommendations - The report suggests focusing on local wind power operator Jiuzhou Group and Huadian Energy, one of China's five major power groups [4]

沪铜产业日报 2025/11/17 研究员: 陈思嘉 期货从业资格号F03118799 期货投资咨询从业证书号Z0022803 免责声明 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任何保证，据此投资，责任自负。本报告不构成个人投资建议， 客户应考虑本报告中的任何意见或建议是否符合其特定状况。本报告版权仅为我公司所有，未经书面许可，任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发，需注明 出处为瑞 达研究瑞达期货股份有限公司研究院，且不得对本报告进行有悖原意的引用、删节和修改。 | 数据指标 | 最新 | 环比 | 数据指标 | 最新 | 环比 | 项目类别 | 期货主力合约收盘价:沪铜(日,元/吨) | 86,450.00 | -450.00↓ LME3个月铜(日,美元/吨) | 10,829.50 | -22.50↓ | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 期货市场 | 主力合约隔月价差(日,元/吨) | 0.00 | 0 ...

免责声明 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任何保证，据此投资，责任自负。本报告不构成个人投资建议， 出处为瑞 达研究瑞达期货股份有限公司研究院，且不得对本报告进行有悖原意的引用、删节和修改。 铝类产业日报 2025/11/17 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | | 沪铝主力合约收盘价(日,元/吨) | 21,725.00 | -115.00↓ 氧化铝期货主力合约收盘价(日,元/吨) | 2,817.00 | -5.00↓ | | | 主力-连二合约价差:沪铝(日,元/吨) | -140.00 | -50.00↓ 主力-连二合约价差:氧化铝(日,元/吨) | -82.00 | -50.00↓ | | | 主力合约持仓量:沪铝(日,手) LME铝注销仓单(日,吨) | 390,859.00 29,575.00 | -28315.00↓ 主力合约持仓量:氧化铝(日,手) 0.00 库存:氧化铝:合计(周,万吨) | 3 ...

培育长期资本和耐心资本是资本市场高质量发展的重要议题，构建"长钱长投"生态将成为"十五五"时期资本市场改革的核心主线之一。 培育长期资本和耐心资本，不仅是提升资本市场内在稳定性的关键，更是服务实体经济转型升级、助力高水平科技自立自强的战略选择。在此 背景下，构建"长钱长投"生态将成为"十五五"时期资本市场改革的核心主线之一。 在近日出版的《〈建议〉辅导读本》中，证监会主席吴清发表的题为《提高资本市场制度包容性、适应性》署名文章指出，营造更具吸引力 的"长钱长投"制度环境。要继续积极创造条件构建中长期资金"愿意来、留得住、发展得好"的市场环境，推动建立健全对各类中长期资金的长 周期考核机制，提高投资A股规模和比例。扎实推进公募基金改革，推动与投资者利益绑定的考核评价和激励约束机制落实落地，大力发展权 益类公募基金，推动指数化投资高质量发展。促进私募股权和创投基金"募投管退"循环畅通，加力培育壮大耐心资本、长期资本和战略资本。 而从政策层面看，长周期考核、税收激励、产品创新等一系列制度安排，正在为长期资本和耐心资本营造"愿意来、留得住、能发展"的良好环 境；从市场层面看，投资者结构优化、估值体系理性回归、投融资生 ...

Core Viewpoint - The Ministry of Commerce and six other departments have issued a notice to promote the high-quality development of the silk industry through the "East Silk West Solid" initiative, aiming to optimize the industry layout and establish a modern industrial system that balances development across eastern, central, and western regions by 2028 [1][5][10]. Summary by Sections Overall Requirements - The initiative aims to create a new development pattern where the eastern region leads in innovation, the central and western regions support production capacity, and there is collaboration between all regions. By 2028, the eastern region is expected to have around 10 leading enterprises with revenues exceeding 10 billion yuan, and over 20 well-known brands with independent intellectual property rights [5][6]. Key Tasks - **Enhancing Silk Supply Capacity**: Optimize the layout of sericulture regions and promote green, high-quality technology models. Implement projects to upgrade existing silk production capabilities and ensure stable supply of high-quality raw materials [6][7]. - **Improving Silk Processing Capabilities**: Support the upgrade of existing silk production lines and attract silk enterprises from the eastern region to establish processing parks in the west, enhancing production efficiency and product innovation [7][8]. - **Strengthening Dyeing and Finishing Capabilities**: Facilitate the transfer of dyeing and textile industries from the east to the west, focusing on technological upgrades and promoting green production practices [8][9]. Work Assurance - Local governments are encouraged to recognize the importance of the "East Silk West Solid" initiative, establish a coordination office, and develop work plans to ensure effective implementation. This includes creating tax incentives and financial support for key silk enterprises [10][11].

内蒙古兴安盟：大规模绿色甲醇项目工艺验证成功 中新网兴安盟11月17日电 (记者 李爱平 张玮)11月17日，"构建'绿色氢基化工'产业新生态暨首届兴安 盟'绿色氢氨醇'产业基地生态共建发布会"在内蒙古兴安盟举行。会上宣告兴安盟大规模绿色甲醇项目 工艺验证成功。 当天，"兴安盟绿色甲醇产业联盟"正式成立。该联盟将汇聚政府、企业、科研机构等多方力量，推动资 源共享、技术协同与市场共拓，助力兴安盟建成具有全国影响力的绿色氢氨醇产业示范基地。(完) 来源：中国新闻网 编辑：熊思怡 广告等商务合作，请点击这里 "在技术方面，该项目的成果有助于打通整个氢能技术链；在产业发展方面，项目充分结合了当地资源 禀赋、龙头企业的先进技术和国际市场需求，因地制宜发展了新质生产力。"欧阳明高说。 兴安盟委副书记、盟长于吉顺表示，兴安盟将依托"风光氢储一体化"的资源优势，全力构建从生物质资 源到氢基化工产品的全链条产业体系。 当天，《中国绿色氢氨醇产业发展报告2025》在会上正式发布。国家发展和改革委员会能源研究所博 士、副研究员钟财富现场解读了绿色氢氨醇产业发展趋势。 此外，清华大学车辆与运载学院教授、氢能学科责任教授杨福源，国际先 ...

Core Viewpoint - The article discusses the "East Silk West Solid" initiative aimed at promoting the high-quality development of the silk industry in China, focusing on balancing the industrial layout across eastern, central, and western regions, and enhancing international competitiveness [2][5]. Group 1: Overall Requirements - The initiative aims to create a modern industrial system that balances development across eastern, central, and western regions, with a focus on adapting to the silk industry's needs for gradual transfer and developing new productive forces [5]. - By 2028, the eastern region is expected to establish around 10 leading enterprises with revenues exceeding 10 billion yuan, cultivate over 20 well-known brands with independent intellectual property rights, and ensure that high-end silk product exports account for over 50% of the region's total [2][5]. - The central and western regions are targeted to build high-quality development clusters for the silk industry, nurturing over 10 leading enterprises with revenues exceeding 500 million yuan and achieving a 75% share of quality silk production in the region [2][5]. Group 2: Key Tasks - In the central and western regions, the focus is on extending the industrial chain and enhancing the development foundation by optimizing the silkworm and mulberry cultivation areas, promoting green and efficient technology, and ensuring stable supply of high-quality raw materials [6][7]. - The eastern region is tasked with strengthening technological leadership and enhancing product quality through the establishment of a national silk technology center and promoting high-end silk fabric and intelligent equipment development [8]. - Coordination between eastern and western regions will be emphasized to facilitate industrial collaboration, including building information platforms and conducting project matchmaking to support the transfer of silk-related industries [9][10]. Group 3: Work Assurance - Local governments are encouraged to recognize the significance of the "East Silk West Solid" initiative, enhance organizational coordination, and develop work plans to ensure effective implementation [11]. - The initiative includes promoting tax incentives, increasing financial support for foreign trade, and establishing a system for key silk enterprises to fulfill social responsibilities [3][11]. - Regular research and progress reporting will be conducted, along with the promotion of successful practices through various media channels to support the industry's quality upgrade [3][11].

开展生态产品价值实现与国家战略协同推进行动等，适时编制生态经济发展专项规划。 针对生态产品价值实现存在的"度量难""交易难""变现难""抵押难"等"四难"，多位专家建议，开展生态 产品价值实现与国家战略协同推进行动、与新质生产力协同发展行动等，适时编制生态经济发展专项规 划，全面推动生态产品价值有效实现。 在最新一期《中国工程科学》上，生态环境部环境规划院、中国工程院战略咨询中心的多位专家撰文表 示，建立生态产品价值实现机制，是我国作出的重要战略部署，是一项重大改革任务，是美丽中国建设 的重要保障，是实现碳达峰、碳中和目标的关键支撑要素。但目前，生态产品价值实现面临"四难"的核 心瓶颈问题。 11 月 14 日，云南丽江。玉龙雪山、丽江古城等生态人文产品已成为支撑当地高质量发展的法宝。摄影 / 章轲 不过，实践中还存在一些共性问题。 生态环境部环境规划院生态环境补偿研究中心文一惠等专家在调研中发现，生态产品价值评价各自为 战，缺乏可持续性；生态产品供给与需求不平衡，市场交易存在难度。大部分生态产业集中在生态产品 初级加工、旅游资源开发等初级阶段，没有形成区域发展连带效应；生态产品在上下游的供需关联还未 真正建 ...