Core Viewpoint - The company, Beijing Oriental Garden Environment Co., Ltd., is transitioning from traditional ecological and environmental services to the renewable energy sector through the acquisition of two renewable energy companies and a name change to "Oriental New Energy" [1][3]. Group 1: Acquisition Details - The company plans to acquire 100% equity of Haicheng Ruihai New Energy Wind Power Co., Ltd. for a base price of 14.1 million yuan and 80% equity of Beijing Electric Power Investment Ruixiang New Energy Development Co., Ltd. [2] - Haicheng Ruihai focuses on distributed wind power, with a total grid-connected capacity of 41 MW expected by June 30, 2025, while Electric Power Investment Ruixiang has a total grid-connected capacity of 761.62 MW across various provinces [2]. Group 2: Strategic Transformation - The company aims to enhance its investment, development, construction, and operation of renewable energy projects, thereby accelerating its strategic transformation and improving profitability and risk resistance [2][3]. - Following its judicial reorganization completed by the end of 2024, the company has successfully divested from traditional ecological services and is now focusing on renewable energy as its core business [3]. Group 3: Market Outlook - The company's shift aligns with the booming renewable energy sector, driven by China's dual carbon goals and the construction of a new power system, with wind and solar power installations growing by 17.2% and 43.4% year-on-year, respectively, in the first quarter of 2025 [3]. - The increasing demand for renewable energy is also fueled by the rapid growth of data centers, which are expected to have over 80% of their new electricity consumption sourced from green energy by the end of 2025 [4].

Group 1 - The core investment strategy for 2026 focuses on "growth momentum and value reconstruction dividends," emphasizing the importance of patience and stability in the Hong Kong stock market [2] - The AI wave is compared to the internet boom of 1996-1998, with expectations that macroeconomic conditions and Federal Reserve policies will differ significantly from the early 2000s [2] - The nominal GDP growth rate is expected to improve in 2026, with a moderate inflation recovery, indicating structural opportunities in the Chinese economy [2] Group 2 - Four key areas of opportunity are identified: 1) Growth momentum driven by AI, internet, and new consumption sectors; 2) High-yield assets like insurance and banking in a low-interest environment; 3) Value discovery in traditional industries benefiting from global supply chain restructuring; 4) Strategic assets such as gold and rare earths amid global order changes [3] - The A-share market is expected to benefit from limited negative external impacts, a global AI industry trend, and supportive liquidity conditions [4] - The recovery of corporate earnings is anticipated to be a major highlight, with a shift from a "淘汰赛" (elimination race) to a "竞速赛" (speed race) in industry performance as more sectors enter a recovery phase [4][5] Group 3 - Key sectors for investment in 2026 include AI, new energy, military industry, and innovative pharmaceuticals, with a focus on companies that can leverage global competitive advantages [5] - The trend of domestic wealth reallocating towards the stock market, along with the influx of long-term capital from various sources, is expected to create positive feedback in the market [4] - The selection of individual stocks may shift from stable dividend payers to those with strong free cash flow as overall corporate profitability improves [5]

【重大事项】 中科电气：拟约70亿元投建年产30万吨锂离子电池负极材料一体化项目 中科电气(300035.SZ)公告称，公司与四川泸州（长江）经济开发区管理委员会签订投资协议，拟在四 川泸州（长江）经济开发区投资建设"年产30万吨锂离子电池负极材料一体化项目"，项目计划总投资约 人民币70亿元，分两期建设，一期项目建设年产20万吨锂离子电池负极材料一体化生产基地，计划投资 约47亿元；二期项目建设年产10万吨锂离子电池负极材料一体化生产基地，计划投资约23亿元。项目用 地约1500亩，建设周期为18个月。项目旨在扩大公司锂电负极业务规模，满足不断增长的锂电负极市场 需求，增强综合竞争力，但存在项目用地、审批、建设及市场环境等风险，预计短期内不会对公司业绩 产生重大影响。 今日晚间重要公告抢先看——中科电气拟约70亿元投建年产30万吨锂离子电池负极材料一体化项目；美 格智能发行境外上市股份获得中国证监会备案。 联合精密：拟1.94亿元收购迈特航空51%股权 联合精密(001268.SZ)公告称，公司拟以1.94亿元收购成都迈特航空制造有限公司51%股权。本次交易完 成后，迈特航空将成为公司控股子公司。迈特航空是 ...

近日，公募基金产品申报节奏显著加快，掀起年底"冲刺"热潮。证监会行政许可公示及Wind数据显 示，12月9日至12月16日，博时、长城、华夏、广发、永赢等超十家基金公司集中申报新产品，行业主 题ETF与设定持有期的主动权益基金成为两大核心焦点。 这波密集申报不仅体现了头部机构对年末产品线储备的重视，更暗藏其对2026年市场结构性机会的预判 与布局。值得注意的是，近期多家头部机构发布了对明年宏观经济与市场的前瞻观点，为其产品布局提 供了清晰的战略注解。 扎堆申报：博时、长城基金一日同发多箭 Wind数据显示，近一周公募基金申报数量达59只，创年内单周新高。头部基金公司成为申报主力，其 中博时基金以9只产品的申报数量居行业首位，永赢基金、广发基金、长城基金各申报5只，华夏基金等 6家公司各申报2只。 12月10日成为本轮申报的小高峰。公开信息显示，博时基金单日提交了7只基金的募集申请注册，包 括"博时中证光伏产业ETF""博时恒生港股通科技主题ETF"，以及聚焦工业有色金属、机器人、电网设 备等主题的ETF产品。同日，长城基金也一举申报了4只产品，覆盖"长城睿盈多元稳健配置FOF""长城 国证自由现金流ETF"" ...

12月16日，在北京市政府新闻办举办的"一把手发布·京华巡礼"系列主题新闻发布会上，东城区委副书 记、区长陈献森介绍，"十四五"期间，作为首都功能核心区，东城区在服务保障首都功能、推动文化传 承创新、激发经济新动能、提升城市治理效能和增进民生福祉等方面取得显著进展。严格执行核心区控 规，累计实现建筑规模减量约230万平方米；长安街沿线环境品质显著提升，北京站等重要节点展现大 国首都风貌。 "文化+"赋能发展，古都焕发时代新彩 东城区深耕"文化+"战略，全力推动中轴线申遗与保护，辖区内世界文化遗产数量达4处，居全市首位。 中轴线申遗成功后，推出宏恩观、钟鼓楼等文化新空间，并举办系列文化活动，吸引超2500万人次参 与。文化产业蓬勃发展，收入突破1500亿元，4家企业获评国家文化产业示范基地。驻区企业出品的 《哪吒之魔童闹海》进入全球影史票房榜前五，文化软实力持续转化为发展硬支撑。 改革激发经济新动能，"黄金宝地"产出"钻石效益"。陈献森介绍，东城区以全市约0.25%的面积，贡献 了近8%的地区生产总值，2024年GDP达3808.7亿元，预计"十四五"期间年均增速超5%。金融业作为第 一支柱产业，吸引摩根士丹利 ...

证券日报网讯 12月16日，双星新材在互动平台回答投资者提问时表示，公司现阶段主要聚焦于光学显 示、新能源、消费电子等方向，并持续拓展材料应用的广度与深度。未来公司将继续关注市场发展趋 势，积极依托技术及产业基础布局新兴领域。 （文章来源：证券日报） ...

产业观察 [table_Header] 2025.12.16 【新材料产业周报】三井化学宣布突破高折射率光学树脂 晶片，GEO 等多家新材料公司完成融资 产业研究中心 摘要： [Table_Summary] 产业发展动态：（以下均来源于化工新材料公众号） 三井化学宣布突破高折射率光学树脂晶片。12 月 10 日，三井化学宣布研 发出全球首款折射率高达 1.67 和 1.74 的 12 英寸 Diffrar®AR 眼镜光学树 脂晶片（光波导），该系列产品包含两种折射率，以及 6 英寸（仅为样品）、 8 英寸和 12 英寸三种晶圆尺寸。 2025 化学与材料科学研究十大热点前沿公布。12 月 3 日，中国科学院科 技战略咨询研究院、中国科学院文献情报中心与科睿唯安联合发布的 《2025 研究前沿》报告，遴选出 2025 年全球较为活跃或发展迅速的 128 个研究前沿，并对相关学科的发展趋势进行了研判。化学与材料科学领域 Top10 热点前沿主要分布在合成化学、材料回收与循环利用、锂电池、能 源材料等研究方向。合成化学方向有四项，分别是苯环的生物电子等排体 合成、COF 光催化合成过氧化氢、电化学还原二氧化碳制多碳 ...

Core Viewpoint - The non-ferrous metal sector in A-shares has experienced a remarkable rally in 2025, with an annual increase of 73.67%, surpassing the communication sector and leading the market [1] Group 1: Market Performance - The non-ferrous metal sector has seen significant individual stock performances, with Srey New Materials (688102.SH) leading with a 340.01% increase, and several other leading companies like Zhaojin Gold (000506.SZ) and Xinyi Silver Tin (000426.SZ) also showing over 150% gains [1] - A total of 26 stocks in the sector have doubled in value, marking 2025 as a standout year for A-shares [1] - The non-ferrous metal sector is currently 0.7 percentage points ahead of the second-place communication sector in annual growth, with only 12 trading days left in the year [1] Group 2: Historical Context - Historically, the non-ferrous metal sector has never topped the annual growth rankings, achieving second place twice since 2000 but failing to maintain consecutive years in the top five [5] - The sector's past performance has been closely tied to super cycles in commodities and global monetary easing, with notable declines following previous peaks [5][6] Group 3: Future Outlook - The upcoming year, 2026, poses a critical question: whether the non-ferrous metal sector will follow historical patterns of correction or break the "champion curse" [2][6] - The sector's high valuation levels present a challenge for continued growth, with the non-ferrous metal index reaching a historical high of 7499.07 points, approximately 17% below the previous peak in 2007 [6] - Analysts suggest that the performance of the sector in 2026 will depend on the dynamics of metal prices and demand, with specific drivers identified for gold, silver, copper, and aluminum [7][8]

活动名称： 2025（第十届）起点锂电行业年会暨锂电金鼎奖颁奖典礼&起点研究十周年庆典 、2025起点用户侧储能及电池技术论坛 起点研究十周年晚宴庆典特邀企业名单 (赞助及演讲单位以外）： 巴斯夫/宁德时代/博力威/富临精工/远景动力/楚能新能源/时代联合/金银河/海裕百 特/金钠/中科云储/钹鑫科技/川马激光/浦士达/奥克股份/奥特迅/成泰科技/中能建/富士康储能/中集储能/星霆动力/新日股份/华金资本/中信证券/申 万宏源/德旭资本/贝特瑞/国泰海通/国中资本/飞毛腿/倍特力/瑞昇新能源/中瑞股份/隐功科技/乔岳智能/希倍动力/和誉智能/中国中车/安克创新/正浩 科技/陀普科技/比亚迪/孚能科技/科力远/比克电池等 活动专场及议题 二 | | 2025 (第十届) 起点锂电行业年会暨锂电金鼎奖颁奖典礼&起点研究十周年庆典 | | --- | --- | | | 2025 起点用户侧储能及电池技术论坛议程 | | | 12月17日 | | 18:30-21:30 | 2025 新能源企业家闭门交流晚宴 | | | (白白油)主 (1)阳如至台公店人小学目立动化印大白沙好明人日下午1时期六十 | 活动主题及架 ...

吉电股份（000875）(000875.SZ)公告，公司全资子公司广西沃中投资有限公司所属全资子公司广西吉 投智慧能源科技有限公司投资建设广西邕宁那楼二期100MW风电项目，该项目动态总投资5.64亿元。 公告称，投资建设该项目符合公司在广西壮族自治区落实"新能源+"赛道的战略布局，对巩固公司集约 化优势、扩大区域装机规模具有战略支撑意义，对优化公司新能源产业结构、提升清洁能源供给质量具 有积极推动作用。 ...