未来，新宙邦持续推进马来西亚基地建设，不仅将进一步完善其全球生产网络布局，还将依托当地产业生态培育高价值人才队伍，为东南亚新能 源产业高质量发展注入强劲动力，彰显其深耕全球新能源赛道、赋能区域发展的决心。 | 往 | 期 回 | 顾 | | --- | --- | --- | | 01 | ｜ | 走进利维能：26700圆柱电池全年出货超9000万只！2026开门红实现满产满销！ | | 02 | ｜ | 30亿欧元锂电项目落地葡萄牙！ | | 03 | ｜ | 新能安携手泉峰控股！ | | 04 | ｜ | 2026（第二届）起点锂电圆柱电池技术论坛暨圆柱电池20强排行榜发布会4月深圳 | | | | 举办！ | 2026年1月19日，新宙邦旗下核心成员——诺莱特科技(马来西亚)有限公司(Novolyte Technology Sdn.Bhd.，以下简称"马来西亚诺莱特")， 在马来西亚吉打州居林高科技园区隆重举行新型电池电解液生产基地奠基仪式。该项目的推进标志着新宙邦国际化战略在东南亚地区的进一步深 化，为其全球生产布局再添重要支点。 作为全球领先的电子化学品及功能材料领先企业，新宙邦拥有30余年行业深耕 ...

新华社瑞士达沃斯1月23日电综述｜达沃斯热议中国经济向新向优发展 新华社记者陈俊侠刘雅贤 世界经济论坛2026年年会1月19日至23日在瑞士阿尔卑斯小镇达沃斯举行，中国经济是会场内外热议话 题。中外人士表示，中国经济向新向优发展，给全球产业发展、技术合作以及气候行动带来利好消息。 南非国家电力公司董事长马特奥·涅托说："中国是值得我们信赖的伙伴。我们期待合作能进一步深化， 包括技术转移与本地化产能建设，这有助于非洲实现可持续的工业化目标。"他表示，国际社会对中国 产业升级及其所带动的新型全球价值链协同效应有很高期待。 在应对气候变化的议题上，中国的实践与贡献也获得特别关注。印度阿克沙伊·帕特拉基金会负责人塔 贾斯说："中国在绿色发展，特别是可再生能源领域的规模化应用与制造业升级方面，取得了显著成 就，树立了可供借鉴的范例。" 他表示，希望中国分享在智能电网、大规模储能等领域的成功经验，尤其可通过"一带一路"合作进行推 广，这将对加速全球绿色转型产生深远影响。他认为，中国在风电等领域形成产业优势，不断降低发电 成本，正以实实在在的效益回应国际社会对清洁能源可行性的关切，为全球能源转型提供了切实可行的 解决方案。 ...

新华财经上海1月23日电（谈瑞、周子涵）人工智能（AI）芯片生产正呈指数级增长，但电力供应增长缓慢，阻碍了人工智能数据中心训练和部署人工智能 模型的效率。美国企业家埃隆·马斯克日前在2026年达沃斯世界经济论坛上关于AI与电力之间的论断在本周资本市场上也得到了体现。在AI驱动的电力需求 爆发下，市场普遍看好电力板块表现。新华财经数据显示，截至1月23日收盘，新华出海电新指数周度上涨3.5%，再创历史新高，其中，其他电源设备、电 网设备、风电设备等板块领涨。 马斯克的上述论断不仅揭示了全球能源供给与AI发展的核心矛盾，也凸显了中国在电力能源领域的布局优势。事实上，伴随这一趋势，中国电力设备企业 正以技术和产能为依托，加速向海外市场渗透，在全球能源转型浪潮中抢占先机。 风电设备企业同样在全球市场占据重要地位，成为中国装备出海的一张"金名片"。明阳智能2025年12月与阿联酋公用事业开发公司正式签署沙特SPPC R6 1.5GW风电项目协议，成为该项目独家风机制造商，这也是明阳智能迄今在海外斩获的规模最大单体订单。另一行业龙头金风科技，在埃及的苏伊士湾建设 有500兆瓦风电项目，是非洲目前单机容量最大、总装机容量最 ...

Group 1: Company Business Development - The company has established a comprehensive energy solution capability, driven by rapid expansion in the power equipment market, with increasing domestic and international project recognition [3] - The company is focusing on strategic customers to enhance business contributions, leveraging delivery, product performance, and product mix advantages [3] Group 2: SOFC Business Development - The company is committed to the SOFC sector, with a manufacturing license agreement signed with Xilis in November 2025 to establish production lines for fixed power generation [4] - Recent innovations have led to significant improvements in power generation efficiency and product performance, facilitating partnerships with leading domestic and international companies [4] Group 3: Heavy Truck Industry Trends - According to the China Association of Automobile Manufacturers, the heavy truck market is projected to sell 1.145 million units in 2025, a 27% year-on-year increase, with exports reaching 341,000 units, up 17.4% [5] - The company is optimistic about the heavy truck industry's future, planning to enhance its product matrix and accelerate new energy layouts to meet diverse customer needs [5] Group 4: Shareholder Returns Outlook - The company aims to optimize profit structure and enhance long-term competitiveness while maintaining a high cash dividend and share buyback policy to improve shareholder returns [6] - Future shareholder return policies will consider various stakeholder expectations and market conditions, ensuring a proactive and stable approach [6]

Core Viewpoint - The article emphasizes that beyond the hype surrounding AI, the non-ferrous metals sector, particularly companies like Luoyang Molybdenum, is poised to be the ultimate winner in the market [4]. Summary by Sections Non-Ferrous Metals Sector Performance - In 2025, the non-ferrous metals sector achieved an impressive cumulative increase of nearly 100%, ranking first among 31 Shenwan primary industries [5]. - Luoyang Molybdenum's projected net profit for 2025 is estimated to be between 20 billion to 20.8 billion yuan, marking an increase of 6.468 billion to 7.268 billion yuan year-on-year, which translates to a growth of 47.8% to 53.71% [5]. Luoyang Molybdenum's Financial Highlights - Luoyang Molybdenum's A-shares saw a 212% increase, while H-shares surged by 286.9% in 2025, with its market capitalization surpassing 500 billion yuan at one point [7]. - The company’s actual controller, Yu Yong, saw his net worth rise to 129.5 billion yuan due to the stock price surge [9]. Historical Context and Strategic Moves - Luoyang Molybdenum's transformation began in the early 2000s when it faced severe financial difficulties, leading to a restructuring that introduced Shanghai Hongshang Industrial Holding Group as a significant stakeholder [10][11]. - The company successfully listed in Hong Kong in 2007 and later on the Shanghai Stock Exchange in 2012, allowing it to access both domestic and international capital markets [14]. Strategic Acquisitions - The company made significant acquisitions, including a $1.5 billion purchase of high-quality niobium and phosphate assets in Brazil in 2016, and a $2.65 billion acquisition of a 56% stake in the Tenke Fungurume copper-cobalt mine [15][16]. - In 2025, Luoyang Molybdenum announced the acquisition of Lumina Gold, gaining 100% ownership of the Cangrejos Project in Ecuador, and plans to acquire three gold mines in Brazil for $1.015 billion [20][21]. Future Outlook - The copper price is expected to rise significantly, with predictions of a global refined copper deficit of about 330,000 tons by 2026, and prices potentially reaching $12,500 per ton [18]. - The company's diversification into gold mining is seen as a strategic move to balance its industrial-focused portfolio with the financial and hedging attributes of gold [21].

当地时间1月21日，在2026年世界经济论坛（达沃斯）期间，远景科技集团董事长张雷出席以"如何避免气候衰退"为主题的圆桌对话。 本次圆桌对话由美国前副总统、诺贝尔奖得主阿尔·戈尔主持，与会嘉宾涵盖世界500强企业领袖、高级官员及顶尖学术机构学者。围绕 全球气候行动的路径与挑战，各方展开深入交流，其中中国新能源产业的快速发展成为焦点。 针对国际上对中国新能源产业的一些误解，张雷在发言中积极回应并纠正。他指出， 中国新能源是"文明级输出"，本质上是为全球构 建新型能源基础设施的先进生产力工具——正如工业革命时期的蒸汽机，为世界工业体系奠定基础一样 。 "得益于这一基础，各国才能更好地发展高附加值制造业、建设人工智能训练体系等面向未来的产业。"张雷表示，"中国新能源产品以 极具竞争力的成本，成为全球能源转型的重要基石。这意味着，中国正通过自身的产业规模与技术能力，为全世界的绿色转型'补贴'， 并推动这一进程加速实现。" 新南威尔士大学国际政治经济学教授伊丽莎白·瑟本也呼应张雷的观点，她表示："全球2/ 3的能源投资已流向清洁能源，这意味着可再 生能源转型趋势逆不可挡。中国将能源转型视为推动经济发展和保障能源安全的重 ...

Group 1 - The core viewpoint of the news highlights the significant investment in China's power grid during the "14th Five-Year Plan" period, with a projected investment of 4 trillion yuan, marking a 40% increase compared to the previous plan, which supports domestic growth and the transition to renewable energy [1] - The expected increase in energy storage installations by 33% year-on-year in 2026 and lithium battery demand reaching 2336 GWh, a 25% increase year-on-year, indicates a robust growth potential in the industry [1] - The China National Grid's fixed asset investment during the "15th Five-Year Plan" (2026-2030) is set to reach a historical high, with an average annual investment exceeding 800 billion yuan, reflecting a structural transformation aimed at accommodating renewable energy and supporting the digital economy [1] Group 2 - The创业板新能源ETF华夏 (159368) is the largest ETF fund tracking the创业板新能源 index, which encompasses various sectors within the renewable energy and electric vehicle industries, including batteries and photovoltaics [2] - The fund has high elasticity, with a potential price increase of up to 20%, and features the lowest fees, with a total management and custody fee of only 0.2% [2] - As of January 9, 2026, the fund's scale reached 646 million yuan, with an average daily trading volume of 69.49 million yuan over the past month, and nearly 90% of its holdings are in energy storage and solid-state batteries, aligning with current market trends [2]

Core Viewpoint - The geopolitical environment has become increasingly complex, leading to a rise in precious and non-ferrous metals prices, with investors seeking alternatives like "investment copper bars" as gold prices reach new highs [1][4]. Group 1: Investment Copper Bars - "Investment copper bars" are not standard investment products and are difficult to liquidate, making them less favorable compared to standard investment options like ETFs [2][4]. - The price of copper has seen a significant increase, with a year-on-year rise of over 33%, and recent peaks reaching $13,407 per ton on the London Metal Exchange [4]. Group 2: Non-Ferrous Metal ETFs - Non-ferrous metal-themed ETFs have outperformed copper itself, with a growth rate exceeding 120% since last year, compared to copper's 33% increase [3][6]. - The demand for copper and aluminum is expected to rise due to emerging sectors like AI data centers, which will support long-term price increases [5][6]. Group 3: Market Dynamics and Supply Constraints - Recent adjustments in trading margins and limits by exchanges aim to stabilize the market amid high volatility in metal prices [7]. - The supply of non-ferrous metals is unlikely to increase rapidly due to the long lead times required for new mining projects, which can take 5-10 years to develop [7]. Group 4: Geopolitical and Economic Factors - Geopolitical risks, along with a re-evaluation of the dollar's credibility and potential liquidity expansion, are expected to enhance the strategic value of precious and non-ferrous metals as hedging assets [8].

Core Viewpoint - The geopolitical environment has become increasingly complex, leading to a rise in precious and non-ferrous metals prices, with spot gold surpassing $4800 per ounce, prompting investors to seek alternatives like "investment copper bars" [1][4]. Group 1: Investment Copper Bars - "Investment copper bars" are not standard investment products and are difficult to liquidate, making them less favorable compared to standard investment options like ETFs [2][4]. - The market for "investment copper bars" has seen interest, particularly in Shenzhen, but actual purchases remain low, with sellers indicating they only sell and do not buy back [4]. Group 2: Performance of Non-Ferrous Metals ETFs - Non-ferrous metal-themed ETFs have significantly outperformed copper itself, with a rise of over 120% since last year, compared to copper's 33% increase [3][5]. - The demand for copper and aluminum is expected to grow due to emerging sectors like AI data centers, which will support long-term price increases for these metals [5]. Group 3: Market Dynamics and Supply Constraints - Recent price increases in precious and non-ferrous metals have led exchanges to implement measures to cool down the market, including adjustments to margin requirements and price limits [6]. - Analysts suggest that despite high prices, new mining capacity cannot be quickly stimulated due to the long development cycles of 5-10 years, and companies are currently favoring mergers over new projects [7].

Core Viewpoint - The article highlights the strengthening of energy cooperation between China and Canada, emphasizing mutual benefits and the potential for clean energy collaboration [1][3]. Group 1: Energy Cooperation - China and Canada have agreed to enhance cooperation in both clean and traditional energy sectors, including oil, natural gas, and nuclear energy [1]. - A memorandum of understanding was signed to strengthen energy cooperation, with a focus on responsible management of civil nuclear energy and natural uranium trade [1]. - The two countries aim to support bilateral investment and trade in energy, leveraging their complementary strengths in the energy sector [1][3]. Group 2: Role of Chinese Energy Companies - Chinese energy companies, including China National Petroleum Corporation and Contemporary Amperex Technology Co., are seen as key players in this cooperation [2]. - Canada is particularly interested in attracting Chinese investments in renewable energy projects, with discussions ongoing regarding the establishment of battery production facilities by Chinese firms in Canada [2]. - The collaboration is positioned within the context of global energy transition, with a significant market demand for energy storage systems in Canada [2]. Group 3: China's Position in Clean Energy - China is transitioning from being an energy consumer to a "clean energy exporter," showcasing its capabilities in solar, wind, storage, and electric vehicle technologies [3]. - Canada expresses a desire to learn from China's expertise in clean energy solutions to support its own clean grid initiatives [3]. - The partnership is expected to address challenges related to the integration of renewable energy in Canada, providing a model for global energy transition [3].