中化新网讯12月12日，2025"SCIP+"绿色化学化工创新创业大赛决赛暨颁奖典礼在上海化学工业区举 办。 经过激烈角逐，杭州深度原理科技有限公司凭借"ReactiveAI技术平台"项目荣获创业实践组一等奖，中 山大学团队凭借"高储能电池用纳米碳管复合涂碳铝箔"项目斩获创业创新组一等奖。海外赛区同样成果 显著，美国Phytonix Corpration(Px)公司凭借"光驱动蓝藻转化CO/CO2的生物制造工艺"项目夺得创业实 践组一等奖，剑桥大学智合紫杉团队凭借"AI驱动合成生物抗癌原料产业化项目"荣获创新创业组一等 奖。该项赛事于6月18日正式启动，吸引了618支参赛团队参赛，聚焦未来材料、未来能源、未来环境三 大主命题和20多个指定命题，展示碳中和、新能源、新材料等领域的前沿技术和行业实践。 ...

2025年12月29日，创业板新能源ETF华夏（159368）跌幅收窄至0.47%。盘面上，迈为股份20CM涨 停，风电设备板块持续拉升，泰胜风能涨超8%，运达股份上涨6.22%，截至发文，创业板新能源ETF华 夏（159368）成交额达4061万元，居同类基金首位。 （责任编辑：董萍萍 ） 消息面上，12月26日，国家能源局发布数据显示，截至11月底，我国风电装机容量突破6亿千瓦， 同比增长22.4%；同时，近期多个大型风电项目密集开标，包括金风科技中标中广核500MW项目，敦煌 润建300MW项目要求2026年6月前完成设备交付，显示市场需求持续放量。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 展望后市，华福证券指出风电设备领域增长动能强劲。国内风电企业加速全球化布局，海外市场已 成核心增长引擎，叠加近期多地海上风电项目落地推进、帆石一项目年底即将并网，行业需求与项目落 地节奏双提速。 创业板新 ...

金禾实业（002597.SZ）12月29日在投资者互动平台表示，公司氯化亚砜产品广泛应用于新能源、食品 添加剂、医药等领域，其中新能源领域需求占比正逐步提升。 每经AI快讯，有投资者在投资者互动平台提问：公司现有8万吨/年氯化亚砜产能，目前在新能源领域的 需求占比多少？ （文章来源：每日经济新闻） ...

央视网消息：这两天，我国在水利、能源、交通等领域一批重大工程迎来关键进展，一起来感受我国经济活力。 黄河古贤水利枢纽工程导流洞贯通 12月28日，黄河古贤水利枢纽工程导流洞顺利贯通，标志着工程取得首个阶段性重大进展。古贤水利枢纽工程位于山西临汾，是黄河水沙调控 体系的关键性工程，建成后将显著提升防洪减灾能力。 国内首台30兆瓦级纯氢燃气轮机发电 12月28日，我国自主研发的国内首台30兆瓦纯氢燃气轮机实现纯氢发电。与同功率火力发电机组相比，该纯氢燃气轮机一年可减少碳排放超过 20万吨，一小时发电量4.8万千瓦时，可满足5500个家庭一天的用电需求。 广东阳信高速12月28日通车 12月28日，广东阳春至信宜高速公路正式通车。高速东起阳江阳春市，西至茂名信宜市粤桂交界处，全长近142公里。通车后，两地车程将从4 小时缩短至1.5小时，实现粤港澳大湾区与广西北部湾经济区快速互联互通。 长三角最深过江地铁隧道顺利贯通 12月27日，南京地铁4号线二期过江隧道顺利贯通。该隧道最低点位于长江水面以下68.58米，是长三角地区目前最深的过江地铁隧道。施工克 服了岩石强度高、刀具磨损严重、掘进效率受限等难题，标志着我国在城 ...

（本文作者张思远为星图金融研究院研究员） 一、政策红利密集落地，春季行情有望提前启动 2026年作为"十五五"规划的开局之年，宏观政策的前瞻性布局与协同发力为资本市场提供了坚实支撑。 中央经济工作会议定调后，国家发改委、中央财办等核心部门密集开展政策解读，持续释放积极信号， 不仅明确了全年经济工作的核心方向，也为A股市场注入了强劲信心。从政策传导逻辑来看，积极财政 政策与适度宽松货币政策的组合发力，将有效缓解当前经济运行中的"供强需弱"矛盾，推动经济复苏预 期持续升温，而这一过程将直接赋能资本市场，催化春季行情提前启动。 （一）国内宏观政策协同发力，夯实经济复苏基础 中央财办在政策解读中明确，扩大内需将成为2026年经济工作的首要任务，核心在于构建供需两侧协同 提振消费的长效机制，同时统筹推进消费与投资的良性互动。在房地产市场调控方面，政策呈现供需两 端精准施策的特征。供给端聚焦"控增量、盘活存量"的核心目标，通过去库存化优化市场供给结构；需 求端则重点支持刚性与改善性住房需求，通过差异化信贷政策、购房补贴等举措稳定市场预期，推动房 地产市场实现平稳健康发展。 国家发改委明确2026年将围绕提振消费、稳投资、 ...

美联储降息预期支撑贵金属资产价值，新能源与AI算力发展带动铜等工业金属需求增长，进一步强化 相关板块的市场关注度。 声明：本内容由AI生成，数据资料来自于交易所及第三方公开信息，仅供参考，不构成投资建议。 本文源自：市场资讯 作者：智投君 交易所数据显示，截至10时12分，白银有色涨幅为10.05%，最新价6.46元，总市值478.35亿元，封板资 金5.83亿元，成交额19.45亿元，换手率4.23%。该股开盘后震荡下探，早盘阶段一度下探至5.96，随后 逐步企稳并震荡上行；临近10时13分，出现显著放量拉升，价格快速冲高至6.46，截至10时14分，价格 维持在6.46附近。 市场炒作点聚焦于白银价格的大幅攀升，白银有色作为国内重要的白银生产企业，业务直接受益于白银 价格上行，同时铜等工业金属需求提升也对相关板块形成带动。 消息面上，现货白银持续拉升涨超5%，报83.16美元/盎司，继续刷新历史新高。芝商所宣布于12月29日 收盘后全面上调黄金、白银、锂等金属期货品种的履约保证金。美联储明年1月维持利率不变的概率为 81.2%，市场对美联储降息预期仍存。 ...

Core Insights - PetroChina New Oil (Turpan) New Energy Co., Ltd. has been established with a registered capital of 3 million RMB, focusing on various energy-related services including power generation and transmission [1][2] Company Information - The legal representative of the company is Wang Yang, and it is fully owned by PetroChina Taihu (Beijing) Investment Co., Ltd. [1][2] - The company is registered in Turpan, Xinjiang, with a business scope that includes power generation, transmission, and distribution, as well as renewable energy services such as solar and wind power technology [1][2] - The company is classified under the electricity and heat production and supply industry, with a personnel scale of 4 [2] Business Scope - The operational activities include power generation, transmission, and distribution, along with installation, maintenance, and testing of electrical facilities [1][2] - Additional services offered include cooling services, energy-saving management, and new energy technology research and development [1][2]

责任编辑：小浪快报 根据喜娜AI异动分析，宏英智能涨停原因可能如下，新能源业务突破+营收增长+现金流改善： 1、公司 主要从事移动机械与专用车辆智能电控产品及总成的研发等，涵盖新能源板块。近期其新能源储能业务 取得重大突破，斩获6.16亿储能大单，350MW/700MWh项目彰显了公司的技术实力，这一成果极大提 升了市场对公司的预期。 2、2025年Q3公司营收同比增长35.44%，单季增速显著，新能源预收款增 457%，反映出公司订单储备充足。同时，经营活动现金流由负转正达8756万元，现金流改善166.89%， 资金周转压力缓解，这些积极的财务数据为股价上涨提供了支撑。 3、当前市场对新能源领域关注度较 高，新能源相关概念板块表现活跃。东方财富数据显示，当日新能源板块多只个股有较好表现，宏英智 能的涨停形成了一定的板块联动效应。从资金流向来看，同花顺资金监控显示当日超大单呈现净流入状 态，主力资金对公司新能源业务发展较为看好。 声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构 ...

Core Viewpoint - The case of investors suing Guotai Junan Fund and star fund manager Shi Cheng for financial contract disputes is set to be heard on January 13, 2026, marking a rare instance in the public fund industry where a fund manager is named as a co-defendant alongside the fund company [1] Group 1: Legal Proceedings - The lawsuit involves investor Li, who claims a "financial contract dispute" against both Guotai Junan Fund and Shi Cheng, with the hearing scheduled at the Shanghai Hongkou District People's Court [1] - This case is notable as it is uncommon for a fund manager to be personally implicated in such disputes within the public fund sector [1] Group 2: Fund Performance - Shi Cheng's managed products have generally underperformed in recent years, with significant declines in net asset values observed [1] - Currently, Shi Cheng manages six fund products with a total scale of approximately 10.7 billion yuan, having previously seen management scale increase from under 4 billion yuan to over 20 billion yuan due to the rise of the new energy sector from 2020 to 2021 [1] - However, following adjustments in the new energy sector, the net values of his managed products have experienced substantial declines [1] Group 3: Comparative Performance - The performance of Guotai Junan's funds under Shi Cheng's management has been poor, with the Guotai Junan Industrial Transformation Mixed A fund showing negative returns over approximately three and a half years, while the average return for similar funds exceeded 8% during the same period [2] - Other funds managed by Shi Cheng have also underperformed compared to their peers, with a total estimated loss of around 10 billion yuan across the six funds from 2023 to 2024, and continued losses expected in the first half of 2025 [2] Group 4: Strategic Shifts - In response to performance pressures, Shi Cheng has made significant adjustments to his portfolio, including large-scale sell-offs of new energy stocks and a shift towards investments in AI and robotics, which has drawn market skepticism as a "passive response to performance pressure" [2] - Shi Cheng has defended this strategy in his quarterly report, expressing confidence in the ongoing investment potential in AI [2] Group 5: Industry Implications - The lawsuit has garnered significant attention in the market, with industry insiders anticipating that it may lead to a shift in the assessment mechanisms for public fund managers, moving from a focus solely on performance to a more balanced approach that includes compliance [2]

Market Overview - The three major indices showed mixed performance, with the metal zinc sector leading in gains. As of the market opening, the Shanghai Composite Index was at 3964.65, up 0.02%, the Shenzhen Component Index was at 13604.30, flat, and the ChiNext Index was at 3237.77, down 0.19% [1] Fiscal Policy - The National Financial Work Conference held on December 27-28 emphasized the continuation of a more proactive fiscal policy in 2026, with a focus on boosting consumption through special actions and financial support for consumer goods [1] - The Ministry of Finance plans to implement measures to enhance consumption, including adjusting and optimizing subsidy ranges and standards [1] Monetary Policy - The People's Bank of China released the "China Financial Stability Report (2025)," advocating for more proactive macro policies to mitigate risks in key areas and improve the investment environment for long-term capital in A-shares [1] Industry Developments - The Shanghai Stock Exchange announced refined rules for commercial rocket companies under the fifth set of listing standards for the Sci-Tech Innovation Board, emphasizing the importance of industry ranking and recognition from market participants [1] - The establishment of the humanoid robot and embodied intelligence standardization technical committee was announced, focusing on developing industry standards in key technology areas [2] Economic Indicators - Data from the National Bureau of Statistics indicated that from January to November, the total profit of industrial enterprises above designated size reached 66,268.6 billion yuan, reflecting a year-on-year growth of 0.1% [2] Digital Currency - The People's Bank of China is set to introduce an action plan to strengthen the management and service system for digital currency, with a new framework and ecosystem expected to launch on January 1, 2026 [2] Trade Regulations - The National People's Congress Standing Committee passed a revised foreign trade law, effective March 1, 2026, which establishes a trade adjustment assistance system to stabilize supply chains [2] Market Trends - China's ETF market has reached a scale of 6.03 trillion yuan, marking a growth of over 60% from the beginning of the year [4] - The Shanghai Stock Exchange is implementing a series of fee reduction measures for 2026, with an estimated total reduction of approximately 1.113 billion yuan [3] Corporate Announcements - Zhong Aluminum International signed a project contract worth approximately 14 billion yuan with overseas clients [6] - The announcement from Xinyi Solar indicated compliance guidance for the photovoltaic industry to maintain fair competition [4] - The announcement from Xiaomi Group revealed plans for co-founder Lin Bin to sell up to $500 million of Class B common stock every 12 months [10]