今日早盘，新能源板块集体走强，电池概念股强势领涨。截至午间收盘，中证新能源指数上涨2.2%，国证新能源电池指数上涨2.1%，中证上海环交所碳中 和指数上涨1.1%，中证光伏产业指数上涨0.6%。相关产品获资金关注，截至昨日，储能电池ETF（159566）近一周"吸金"约2亿元。 有市场分析认为，随着越来越多的省份出台容量电价与峰谷套利等政策，储能IRR收益率普遍达到6%~12%，部分地区甚至更高，项目建设热情持续高涨； 海外全球人工智能浪潮高速推进，随着数据中心等基础设施建设越来越多，行业除缺芯外，当前也出现越发明显的缺电趋势，全球储能市场景气度有望延 续。 | 截至午间收盘 | 该指数 | 该指数自20 | | --- | --- | --- | | 该指数涨跌 | 市净率 | 发布以来估( | | 0.6% | 2.5倍 | 48.5% | 每日经济新闻 ...

增强光热发电对新型电力系统的调节作用。发挥光热发电大规模、低成本和高安全储热系 统功能，利用光热宽负荷调节范围和快速变负荷能力，发挥深度调峰能力，提升电力系统 调节能力。鼓励配置或预留电加热系统， 支持配置电加热系统的光热电站通过电力市场 发挥系统长时储能电站功能，获得相应市场收益。 文件强调，在做好光热发电资源普查、光热发电规划的同时，还应做好光热发电与产业协 同布局， 鼓励以光热发电作为支撑调节电源的新能源一体化项目与矿产资源开发冶炼、 算力中心、动力电池制造、盐湖提锂等新型高载能产业紧密结合 ，探索通过算力电力协 同及绿电直连、源网荷储一体化等新能源就近消纳新业态，实现可再生能源高效利用，推 进高比例可再生能源供能产业园区建设布局。 全文如下： 文 | 国家发展改革委 国家能源局 1 2月23日，国家发展改革委 国家能源局关于促进光热发电规模化发展的若干意见。 文件提出， 光热发电兼具调峰电源和长时储能的双重功能 ，能够实现用新能源调节支撑 新能源，能够为电力系统提供长周期调峰能力和转动惯量，具备在部分区域作为调峰和基 础性电源的潜力，是实现新能源安全可靠替代传统能源的有效手段，是加快构建新型电力 系统 ...

Core Viewpoint - Dongyue Group's stock price has shown a positive trend, reflecting strong market conditions for HFCs and related products due to favorable supply-demand dynamics and policy support [1][5]. Group 1: Company Performance - Dongyue Group's stock price increased by 3.13%, reaching HKD 10.55, with a trading volume of HKD 56.77 million [1][5]. Group 2: Industry Outlook - The 2026 HCFCs/HFCs enterprise quota has been released, indicating strong continuity in HFCs quota policies, which are expected to maintain robust supply constraints [1][5]. - The high industry concentration and favorable competitive landscape, along with strong demand from household and automotive air conditioning, suggest that HFCs will continue to experience high prosperity [1][5]. - Fluorochemical companies, including those producing PVDF and fluorinated liquids, are likely to benefit from increased demand in downstream sectors such as new energy and AI [1][5]. Group 3: Regulatory and Market Trends - According to Ping An Securities, the quota for second-generation refrigerants will be further reduced by 2025, while the increase in third-generation refrigerant quotas will be limited year-on-year, indicating constrained supply [1][5]. - The demand side is expected to improve, driven by national subsidies, with sustained growth in downstream household appliances and automotive sectors, leading to an improved supply-demand balance for refrigerants [1][5]. - It is recommended to focus on leading companies in third-generation refrigerant production capacity [1][5].

（原标题：港股异动 | 东岳集团(00189)盘中涨近4% 26年配额发布 有望支撑HFCs供需偏紧） 消息面上，2026年HCFCs/HFCs企业配额发布。华泰证券表示，HFCs配额政策延续性较强，主流产品继 续保持强供给约束，叠加行业集中度高、竞争格局良好以及家用/汽车空调内外需支撑较好等因素， HFCs有望延续高景气。同时，氟化工企业PVDF、氟化液等业务亦有望受益于下游新能源、AI等需求增 长。 智通财经APP获悉，东岳集团(00189)盘中涨近4%，截至发稿，涨3.42%，报10.58港元，成交额5622.38 万港元。 平安证券发布研报称，2025年二代制冷剂配额进一步削减，三代制冷剂配额同比增量有限，供应端确定 性受限，需求端则在国补驱动下增势向好，下游家电与汽车需求维持增长，制冷剂供需格局改善，建议 关注三代制冷剂产能领先企业。 ...

Core Viewpoint - Dongyue Group (00189) experienced a nearly 4% increase in stock price, closing at HKD 10.58 with a trading volume of HKD 56.22 million, driven by the announcement of 2026 HCFCs/HFCs enterprise quotas [1] Group 1: Market Dynamics - The HFCs quota policy shows strong continuity, with mainstream products maintaining robust supply constraints [1] - High industry concentration and favorable competitive landscape, along with solid demand from household and automotive air conditioning, are expected to sustain high prosperity in HFCs [1] Group 2: Future Projections - According to Ping An Securities, the quota for second-generation refrigerants will be further reduced by 2025, while the increase in third-generation refrigerant quotas will be limited year-on-year [1] - Supply-side constraints are expected to be definitive, while demand is projected to improve driven by national subsidies, with continued growth in downstream appliances and automotive sectors [1] - The supply-demand balance for refrigerants is improving, suggesting a focus on leading enterprises in third-generation refrigerant production capacity [1]

Group 1 - The core viewpoint of the report indicates a decline in the number of private fund managers in November, continuing a trend observed over several months, while the number of funds and their scale have increased [1][2] - As of the end of November, there are 19,314 active private fund managers, a decrease of 53 from the previous month, with a total of 138,055 funds and a managed scale of 22.09 trillion yuan [2][4] - The private equity and venture capital (PE/VC) market has shown significant growth in fundraising and investment activities, with fundraising numbers increasing by 16.73% and investment numbers rising by 30.33% year-on-year from January to November [5][6] Group 2 - In November, 1,689 new private funds were registered, with a total new scale of 71.34 billion yuan, marking a significant increase compared to October [3] - The geographical concentration of private fund managers remains high, with major hubs including Shanghai, Beijing, and Shenzhen, which together account for 72.35% of the total number of managers [3] - The investment landscape has seen a notable increase in activity, with 10,007 investment cases recorded from January to November, reflecting a year-on-year increase of 30.33% [6][7] Group 3 - The report highlights that state-owned capital has become a dominant force in the fundraising market, contributing 80% of the funds, while private enterprises have increased their participation as limited partners [5][6] - The investment focus has shifted towards strategic emerging industries such as hard technology, artificial intelligence, and new energy, with significant investments being made in these sectors [7] - The average investment amount has been reported at 11.9 million yuan, indicating a recovery in the investment market [6]

Group 1 - The core viewpoint of the report indicates a decline in the number of private fund managers in November, continuing a downward trend, while the number of funds and their scale have increased [1][2] - As of the end of November, there are 19,314 active private fund managers, a decrease of 53 from the previous month, with a total of 138,055 funds and a management scale of 22.09 trillion yuan [2][4] - The private equity and venture capital (PE/VC) market has shown significant growth in fundraising and investment activities, with fundraising numbers increasing by 16.73% and investment numbers rising by 30.33% year-on-year from January to November [5][6] Group 2 - In November, 1,689 new private funds were registered, with a total new scale of 71.34 billion yuan, marking a significant increase compared to October [3] - The geographical concentration of private fund managers remains high, with major regions like Shanghai, Beijing, and Shenzhen accounting for 72.35% of the total number of managers [3] - The investment landscape has seen a notable increase in activity, with 10,007 investment cases recorded from January to November, reflecting a 30.33% year-on-year increase [6]

国家发展改革委 国家能源局关于促进 光热发电规模化发展的若干意见 发改能源〔2025〕1645号 国家发展改革委、国家能源局发布《关于促进光热发电规模化发展的若干意见》。其中提出，积极推进 光热发电项目建设，不断拓展光热发电开发利用新场景，保障光热发电规模化发展。到2030年，光热发 电总装机规模力争达到1500万千瓦左右，度电成本与煤电基本相当；技术实现国际领先并完全自主可 控，行业实现自主市场化、产业化发展，成为新能源领域具有国际竞争优势的新产业。 以下为原文： 河北省、内蒙古自治区、吉林省、四川省、西藏自治区、甘肃省、青海省、宁夏回族自治区、新疆维吾 尔自治区发展改革委、能源局，国家能源局有关派出机构，有关电力企业： 光热发电兼具调峰电源和长时储能的双重功能，能够实现用新能源调节支撑新能源，能够为电力系统提 供长周期调峰能力和转动惯量，具备在部分区域作为调峰和基础性电源的潜力，是实现新能源安全可靠 替代传统能源的有效手段，是加快构建新型电力系统的有效支撑。同时，光热发电产业链长，规模化开 发利用将成为我国新能源产业新的增长点。为更好适应新能源高质量发展需求，助力加快构建新型电力 系统，现就促进光热发电规 ...

12月2 3日，国家发改委、国家能源局联合发布的《关于促进光热发电规模化发展的若干意见》提出总体目标：积极推进光热发电项 目建设，不断拓展光热发电开发利用新场景，保障光热发电规模化发展。到20 30年，光热发电总装机规模力争达到15 00万千瓦左 右，度电成本与煤电基本相当；技术实现国际领先并完全自主可控，行业实现自主市场化、产业化发展，成为新能源领域具有国际竞 争优势的新产业。 以下为原文 国家发展改革委 国家能源局关于促进 光热发电规模化发展的若干意见 发改能源〔20 25〕1 64 5号 河北省、内蒙古自治区、吉林省、四川省、西藏自治区、甘肃省、青海省、宁夏回族自治区、新疆维吾尔自治区发展改革委、能源 局，国家能源局有关派出机构，有关电力企业： 光热发电兼具调峰电源和长时储能的双重功能，能够实现用新能源调节支撑新能源，能够为电力系统提供长周期调峰能力和转动惯 量，具备在部分区域作为调峰和基础性电源的潜力，是实现新能源安全可靠替代传统能源的有效手段，是加快构建新型电力系统的有 效支撑。同时，光热发电产业链长，规模化开发利用将成为我国新能源产业新的增长点。为更好适应新能源高质量发展需求，助力加 快构建新型电 ...

据企查查显示，12月4日，农发（内蒙古）氢能科技有限公司成立，注册资本10000万元，法定代表人乔强。 股权穿透显示，该公司由农发城乡建设开发（西宁）有限公司全资控股。 农发城乡建设开发（西宁）有限公司由农发城乡建设开发(甘肃)集团有限公司全资控股，均为中国农业产业发展基金有限公司旗下。 | 工商信息 历史工商信息 | | | | 目 文字介绍 Ca 工商官网快照▶ | ® 음버 | © 企查查 | | --- | --- | --- | --- | --- | --- | --- | | 统一社会信用代码 | 91150824MAK3G2NT2R 企业各称 | | 农发(内蒙古)氢能科技有限公司 | | | | | 法定代表人 | 乔强 器关联企业 2 | 登记状态 | 存续(在营、开业、在册) | 成立日期 | 2025-12-04 | | | | | 注册资本 | 10000万元 | 实缴资本 | | | | 组织机构代码 | MAK3G2NT-2 | 工商注册号 | 150824039188423 | 纳税人识别号 | 91150824MAK3G2NT2R | | | 企业类型 | 有限责任公司(非自 ...