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阜宁力光生光伏电力有限公司成立,注册资本200万人民币
Sou Hu Cai Jing· 2026-01-27 21:06
企业名称阜宁力光生光伏电力有限公司法定代表人毛星杰注册资本200万人民币国标行业电力、热力、 燃气及水生产和供应业>电力、热力生产和供应业>电力生产地址阜宁县沟墩镇棉花原种场一、二组、 林道村三组百信商贸城1幢S130室企业类型有限责任公司营业期限2026-1-27至无固定期限登记机关阜宁 县政务服务管理办公室 来源:市场资讯 天眼查显示,近日,阜宁力光生光伏电力有限公司成立,法定代表人为毛星杰,注册资本200万人民 币,由无锡玖锦商贸有限公司全资持股。 序号股东名称持股比例1无锡玖锦商贸有限公司100% 经营范围含许可项目:发电业务、输电业务、供(配)电业务(依法须经批准的项目,经相关部门批准 后方可开展经营活动,具体经营项目以审批结果为准)太阳能发电技术服务;储能技术服务;充电桩销 售;货物进出口;技术进出口;光伏设备及元器件销售;电池制造;新能源原动设备销售;机械电气设 备销售;电池销售;电子专用材料制造;电子专用材料销售;变压器、整流器和电感器制造;输配电及 控制设备制造;智能输配电及控制设备销售;输变配电监测控制设备制造;电子元器件制造;电子元器 件零售;电子元器件批发;太阳能热发电产品销售;太阳能 ...
独角鲸(徐州)新能源有限公司成立,注册资本500万人民币
Sou Hu Cai Jing· 2026-01-27 18:30
天眼查显示,近日,独角鲸(徐州)新能源有限公司成立,法定代表人为邵梦,注册资本500万人民 币,由安徽独角鲸新能源有限公司全资持股。 经营范围含许可项目:发电业务、输电业务、供(配)电业务;建设工程施工(依法须经批准的项目, 经相关部门批准后方可开展经营活动,具体经营项目以审批结果为准)新兴能源技术研发;电力设施器 材制造;太阳能发电技术服务;风力发电技术服务;生物质能技术服务;发电技术服务;储能技术服 务;工程管理服务;光通信设备制造;网络设备制造;变压器、整流器和电感器制造;通信设备制造; 电机制造;发电机及发电机组制造;能量回收系统研发;工程和技术研究和试验发展;技术服务、技术 开发、技术咨询、技术交流、技术转让、技术推广;软件开发;合同能源管理;新能源原动设备销售; 智能输配电及控制设备销售;新能源原动设备制造;输配电及控制设备制造;网络设备销售;人工智能 基础资源与技术平台;光通信设备销售;电池制造;电池销售;货物进出口;技术进出口(除依法须经 批准的项目外,凭营业执照依法自主开展经营活动) 序号股东名称持股比例1安徽独角鲸新能源有限公司100% 企业名称独角鲸(徐州)新能源有限公司法定代表人邵梦注 ...
期货市场有色金属板块昨日有所回调
Zheng Quan Ri Bao· 2026-01-27 16:43
Core Viewpoint - The non-ferrous metal sector is experiencing a cooling trend after a strong performance, with various metals showing price declines in the futures market, although the long-term outlook remains bullish due to fundamental support factors [1][2][3] Group 1: Market Performance - On January 27, 2023, the non-ferrous metal sector saw a pullback, with copper, aluminum, lead, and nickel futures experiencing varying degrees of decline, including a 0.16% drop in copper futures and a 1.87% drop in nickel futures [1] - The non-ferrous metal index rose from 239.32 points at the beginning of the year to a peak of 268.32 points, marking a maximum increase of 12.12% [1] - Individual metals like copper futures reached a high of 105,650 yuan/ton, reflecting a year-to-date increase of 7.04% [1] Group 2: Influencing Factors - The overall strength in the non-ferrous metal sector is attributed to expectations of global liquidity and the asset allocation preference for these metals, alongside their safe-haven attributes attracting continuous capital inflow [2] - Supply constraints for metals such as copper, aluminum, and tin are contributing to the upward price momentum, with increased demand from sectors like renewable energy and artificial intelligence further supporting prices [2] - The Shanghai Futures Exchange has implemented measures to curb excessive trading activity, including adjustments to margin requirements and price limits for various metals [2] Group 3: Investment Sentiment - Despite recent price corrections, the fundamental outlook for metal prices remains positive, supported by ongoing macroeconomic liquidity and a resilient demand in sectors like renewable energy [3] - As of January 27, 2023, the capital inflow into copper, aluminum, and tin reached 67.63 billion yuan, 17.46 billion yuan, and 13.72 billion yuan respectively, indicating strong market interest [3] - The investment community shows a robust willingness to allocate funds to non-ferrous metals, reflecting a long-term positive sentiment towards the sector's cyclical recovery and structural opportunities [3]
综述:金融赋能产业发展 香港角色关键
Xin Hua Wang· 2026-01-27 15:17
新华社香港1月27日电 题:金融赋能产业发展 香港角色关键 在全球地缘政治风险升温、贸易政策不确定性持续下,黄金再度成为市场投资和避险的焦点。作为 香港建设国际黄金交易中心的关键举措,此次论坛期间,特区政府财经事务及库务局与上海黄金交易所 签订了合作协议。 新华社记者刘英伦、郑静霞、林迎楠 作为"十五五"开局之年香港举办的首个大型金融论坛,在26日至27日举行的第19届亚洲金融论坛 上,全球政商领袖畅谈下一个五年中,香港将如何提升国际金融中心的功能和内涵,开拓大宗商品贸易 和国际黄金交易等新机遇,并通过金融力量支持产业发展。 国际资本看好中国发展机遇 论坛上,来自全球的政府和私人投资机构代表穿梭于各会场,与内地和香港金融机构和券商频繁洽 谈。多位投资人告诉新华社记者,中国在人工智能和新能源等新兴领域取得的突破将进一步推动全球经 济发展,希望与中国金融机构合作,拓展双向投资渠道。 香港特区政府财政司司长陈茂波在论坛致辞表示,香港已成为国际资本分享中国创新驱动发展机遇 的重要窗口。香港二级市场深度足、流动性强、国际化程度高,企业在港上市可同步对接国际与内地资 本池。在全球价值链重构、各经济体寻求多元化合作伙伴的当 ...
25Q4基金持仓及文本透视:布局顺周期,基金经理如何展望2026?
East Money Securities· 2026-01-27 13:09
Group 1 - The report indicates a slight decrease in the total share of active equity funds, with a total of 26,662.1 billion, reflecting a reduction of 727.8 billion from the previous quarter, although the rate of decline has narrowed [7][8] - The performance of active equity funds in Q4 showed a slight retreat, with the active stock index down by 3.04% and underperforming the CSI 300 by nearly 3 percentage points [12][13] - The allocation to cyclical sectors has increased, with significant additions in materials, chemicals, and oil sectors, while technology and consumer sectors have seen a reduction in allocation [24][20] Group 2 - Fund managers are optimistic about the market outlook for Q1 2026, expecting a continuation of a "slow bull" market supported by economic recovery, liquidity easing, and policy support [28][24] - The report highlights a focus on sectors such as AI, semiconductors, and renewable energy, indicating a shift towards balanced growth and value stocks complementing growth stocks [28][24] - The top holdings in active equity funds include Zhongji Xuchuang, with significant increases in positions in China Ping An, Meituan, and Dongshan Precision [28][24]
国投瑞银“王牌”施成被告上法庭,业绩“塌方”成导火索?
Xin Lang Cai Jing· 2026-01-27 12:24
Core Viewpoint - The case against the star fund manager Shi Cheng highlights the challenges faced by Guotou Ruijin in its equity investment business, revealing significant losses and management issues within the firm [1][2][3] Group 1: Fund Manager and Performance - Shi Cheng, a prominent fund manager at Guotou Ruijin, was sued by an investor for financial contract disputes, marking a significant fall from grace for a manager who once thrived in the booming new energy sector [2][3][4] - From 2022 to 2024, the six funds managed by Shi Cheng incurred losses exceeding 160 billion yuan, with annual profits recorded as -29.24 billion yuan, -32.16 billion yuan, -57.52 billion yuan, -35.71 billion yuan, -1.65 billion yuan, and -6.45 billion yuan [4][5][6] - Shi Cheng's management scale plummeted from a peak of 212.87 billion yuan in 2021 to 87.86 billion yuan by the end of 2024, a reduction of over 125 billion yuan [5][6][18] Group 2: Strategic Shifts and Compliance Risks - In 2025, Shi Cheng attempted to pivot from new energy stocks to AI-related investments, which led to a short-term performance rebound, achieving a weighted return of 68.76%, significantly outperforming the benchmark [6][19] - However, this shift raised compliance concerns as it violated the fund's contract stipulating that at least 80% of assets must be in new energy sectors [19][20] Group 3: Company Challenges and Management Issues - Guotou Ruijin has faced ongoing difficulties, with its equity investment team, including managers like Qi Fapeng and Sang Jun, also reporting poor performance and significant asset shrinkage [2][20][21] - The overall management scale of Guotou Ruijin decreased from approximately 2786.45 billion yuan in 2024 to about 2542.53 billion yuan in 2025, reflecting a loss of nearly 243.92 billion yuan [22][23] - The firm is also experiencing a "miniaturization" issue, with many of its funds falling below the 3 billion yuan threshold, raising concerns about potential fund closures [22][23] Group 4: Future Outlook and Strategic Changes - Guotou Ruijin is undergoing a strategic transformation, influenced by changes in its management team and shareholder structure, particularly following UBS's acquisition of Credit Suisse [24][25] - The dual ownership of Guotou Ruijin and ICBC Credit Suisse by UBS may impact resource allocation and strategic direction for Guotou Ruijin moving forward [25][26]
中国最大规模新能源拖轮船队正式成列
Zhong Guo Xin Wen Wang· 2026-01-27 12:21
中新社上海1月27日电 (缪璐 李秋莹)中国船舶重工集团公司第七〇四研究所(以下简称"七〇四所")27日 在上海发布消息称,其自主研制的"厦港拖31""厦港拖32""厦港拖33""厦港拖34"纯电动拖轮系列近日交 付,加之2023年交付投用的国内首艘串联式混合动力拖轮"厦港拖30",中国最大规模新能源拖轮船队至 此正式成列。 中国最大规模新能源拖轮船队正式成列 广告等商务合作,请点击这里 据七〇四所介绍,相较于传统燃油拖轮,该新能源拖轮船队从源头上削减了大气与海洋污染,有效改善 港区作业环境,尤其是在全生命周期运营成本上优势更为明显。数据显示,全船队年均减碳量预计超 3000吨,相当于植树约14万棵。 本文为转载内容,授权事宜请联系原著作权人 在数字化创新领域,七〇四所依托自主开发的云船岸互连智能监控系统,将船队的在线监测数据,成功 推送至中国船级社(CCS)电池动力船舶数字化辅助检验系统,并顺利取得检验证书。这是中国拖轮领域 机电系统设备首次通过CCS数字检验。 中新经纬版权所有,未经书面授权,任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview"), ...
大东南:公司子公司宁波万象的高端电容膜产品应用于光伏逆变器等新能源领
Zheng Quan Ri Bao Wang· 2026-01-27 12:16
Core Viewpoint - The company, Dazhongnan (002263), has shifted its focus from producing photovoltaic backsheet base films to other functional polyester film products due to significant changes in the photovoltaic market [1] Group 1: Company Operations - The photovoltaic backsheet base film was once a main business of the company's subsidiary, Hangzhou Gaoke, with a monthly production capacity exceeding 1,000 tons [1] - The company has categorized "research and development of PET films for photovoltaic backsheets" as a high-tech reserve project internally [1] Group 2: Product Applications - The company's subsidiary, Ningbo Wanxiang, produces high-end capacitor films that are applied in photovoltaic inverters and other new energy fields [1]
化工板块深度回调,锂电领跌!化工ETF(516020)盘中跌超2%,资金逆市狂买!
Xin Lang Cai Jing· 2026-01-27 12:00
化工板块今日(1月27日)深度回调,反映化工板块整体走势的化工ETF(516020)开盘后迅速走弱, 而后持续低位震荡,盘中场内价格一度跌超2%,截至收盘,跌1.62%。 成份股方面,氟化工、锂电、氮肥等板块部分个股跌幅居前。截至收盘,多氟多、藏格矿业双双大跌超 5%,天赐材料跌4.17%,恩捷股份、星源材质、华鲁恒升等多股跌超3%,拖累板块走势。 值得注意的是,化工板块近期持续受资金青睐。交易所数据显示,截至昨日,化工ETF(516020)近5 日获资金净申购额超过13亿元;近10日获资金净申购额更是接近20亿元。 消息面上,1月27日,碳酸锂期货盘初延续颓势,主力合约跌幅一度超过7%。有分析指出,短期由于前 期锂价预期交易过于充分,价格上涨过快,监管不断加强后,或有回调的风险。由于供应端国内供应面 临合规风险,海外供应仍旧面临资源民族主义与地缘政治的风险,为在锂电需求高增长带动碳酸锂供需 反转的叙事证伪前,碳酸锂价格中枢或仍旧维持上升趋势。 就化工板块整体而言,有分析认为,最近一阵化工板块表现亮丽,反映了市场对后续景气的期待。基本 面没有大的变化。个别公司受到国外负面情绪影响,实际并不会有直接影响,未来也 ...
天弘基金“固收+”团队把脉2026市场:坚守稳健底色 把握结构性机遇
Zhong Zheng Wang· 2026-01-27 11:11
中证报中证网讯(记者 王宇露)2026年以来,以"稳健打底、收益增强"为核心的"固收+"产品持续受到 市场关注。近期公募基金2025年四季报披露,天弘基金"固收+"团队多位核心基金经理结合宏观经济走 势与市场结构变化,为投资者提供年初布局参考,并表示对于2026年的"固收+"投资,将坚守稳健底 色,并力争把握结构性机遇。 目前,天弘"固收+"团队核心成员平均从业年限超10年,研究范围涵盖宏观研究、纯债、转债、权益、 策略等多个领域,同时具备量化研究能力,团队核心成员经历过完整的市场周期考验,在各自领域积累 了丰富的投资与研究成果。 完善的投研体系与成熟的共管模式,共同构成了天弘"固收+"业务长期稳健发展的核心竞争力。国泰海 通证券数据显示,截至2025年12月31日,天弘基金旗下偏债类资产近3年、近5年、近7年、近10年收益 率分别为12.65%、24.41%、48.91%、63.25%,同业排名分别为50/127、17/117、15/103、7/70。 具体资产配置上,债券市场方面,天弘永利优佳基金经理张寓、曹渝表示,债券市场短期仍有一定压 力。转债市场方面,天弘多元收益基金经理杜广表示,当前的转债市场"不 ...