（来源：内蒙古日报） 转自：内蒙古日报 □本报记者 王塔娜 坚持农林牧渔并举，发展现代种养与设施农业，构建多元化食物供给体系。 2025年，赤峰市农投集团以高于市场价2元/斤的单价，收购纯种昭乌达羊500余只，让牧民实实在在享 受到了产业发展红利。 种源根基筑牢，养殖端的产业红利也持续释放。该集团不仅聚焦纯种羊，更将目光投向二元杂交昭乌达 羊养殖，与克什克腾旗、林西县等地的养殖户签订收购协议，以高于市场价1元/斤的单价，全年收购 2500余只二元杂交昭乌达羊，间接带动农牧民增收。 该集团产业开发与技术服务部副部长王洋介绍，通过构建"公司+合作社+农牧民"的利益联结机制，已 带动1200余户农牧民参与养殖，户均增收3万元以上。 在克什克腾旗经棚镇合意村，该集团流转1000余亩草地建成的标准化牧场里，300余只昭乌达羊在"放牧 +舍饲"的模式下正茁壮成长。"将来配套设施完善后，这里的养殖规模将达1万只。"王洋表示，标准化 养殖将为产业链提供稳定的优质货源支撑。 从牧场到餐桌，加工环节是提升附加值的关键。该集团与克什克腾旗两家标准化屠宰加工厂建立长期合 作，实现定点屠宰、精细分割、规范包装，严格执行检疫检验规范流程 ...

文|新质动能，作者|沛林，编辑沐风 最近，沉寂已久的碳酸锂市场，突然"杀疯了"。 12月中旬，受江西锂矿复产延期等消息刺激，碳酸锂期货主力合约像坐了火箭，一根大阳线拉起，单周 涨幅高达14%。到了12月19日，价格更是直接冲破11.14万元/吨的关口，创下近一年半以来的新高。 这火爆的行情，甚至逼得广州期货交易所连夜出手"降温"，宣布调整交易限额。 在这个消息背后，有一个广州男人恐怕是笑得最开心的——手握锂矿帝国的吕向阳。 吕向阳是比亚迪创始人王传福的表哥，是当年借给王传福250万创业的"贵人"。但这只是他传奇人生的 一小部分。 在《2025胡润全球富豪榜》上，吕向阳夫妇以1550亿元的财富，强势登顶广州首富，身价甚至超越了表 弟王传福。 当所有人都在盯着比亚迪的万亿市值时，吕向阳正在他的锂矿帝国里，下着一盘更狂野的大棋。 01 锂价狂飙与业绩暴力反转 最近的锂价暴涨，让吕向阳旗下的上市公司——融捷股份（002192.SZ），再次站在了舞台中央。 这家公司，手里握着一张让所有新能源大佬都眼红的王牌：甲基卡锂辉石矿。 这是亚洲最大的伟晶岩型锂辉石矿，也是国内少有的高品质露天矿。在新能源时代，这就等同于家里有 口 ...

Core Viewpoint - Hengyi Petrochemical's major shareholder, Hengyi Group, plans to increase its stake in the company by investing between 1.5 billion to 2.5 billion yuan over the next six months, reflecting confidence in the company's long-term value [1][2] Group 1: Shareholder Actions - Hengyi Group and its concerted parties intend to acquire shares through various methods, with a price cap of 10 yuan per share [1] - The funding for this acquisition will come from Hengyi Group's own funds and special loans from financial institutions, with commitments from banks totaling up to 1 billion yuan [1] - This is not the first time Hengyi Group has increased its stake; a previous plan was executed last year, resulting in an increase of approximately 65.99 million shares, or 2% of total equity, for 394 million yuan [1] Group 2: Company Performance and Industry Context - Hengyi Petrochemical has established a full industry chain from crude oil processing to chemical fiber products, with a dual business model focused on polyester and nylon [2] - As of mid-2023, the company has a refining capacity of 8 million tons per year and significant PTA and polymer production capacities [2] - The company's revenue for the first three quarters of this year was 83.885 billion yuan, a year-on-year decrease of 11.53%, while net profit was 231 million yuan, a slight increase of 0.08% [2] - The third quarter saw revenues of 27.925 billion yuan, down 7.07%, but net profit surged by 102.21% to 440,790 yuan [2] - The company's profitability has been volatile due to intense industry competition and fluctuations in Brent crude oil prices, with net profit changes over the past three years being -131.96%, 140.34%, and -46.28% respectively [2]

11月26日，武汉市硚口区古田一路长康路晨创工业园内机器轰鸣，一场焕新改造正如火 如荼地进行。场外，挖掘机挥臂作业，渣土车有序清运；厂房内部，改造工程已进入收尾阶 段。一个月后，这里将蝶变为汉江湾AI影视基地——华中地区场景最齐全的一站式短剧拍 摄基地，预计半年之内提供超500个短剧相关就业岗位。 这里原是武汉晨创化工机械制造有限责任公司所在地。自去年11月起，已有一座厂房率 先转型为"1号片场"。走在空旷的厂房内，巨大的绿幕与白幕悬挂在墙面，影视拍摄的痕迹 清晰可见。 "老厂房有优越的层高优势，我们会将其改造为双层结构，每层布局10至20个不同风格 的实景影棚。"基地投资运营方硚楚视界总经理刘淄涵介绍，隔壁几座厂房也将同步改造， 届时，该基地将拥有超80个拍摄场景和若干个全息影棚，配备先进的拍摄设备和灯光音响系 统，可实现古装庭院、现代公寓、办公室等实景与虚拟拍摄场景的无缝衔接，打造"一站 式"拍摄空间。"齐全的场景能把剧组转场时间大幅度压缩，有效解决'场景散、转场难'的行 业痛点。"刘淄涵说。 为抢抓短剧产业风口，硚口区主动布局，招引国内头部短剧平台企业汪汪短剧主创团队 落地硚口，并与区属文化国企合作成立 ...

Core Insights - The paper industry in Rizhao is experiencing significant growth, driven by companies like Asia Pacific Senbo and Huatai Paper, which are transforming the region into a billion-dollar industrial cluster [1][2][3] Group 1: Company Developments - Asia Pacific Senbo has evolved from a single product manufacturer to a comprehensive industrial park, producing various products including dissolving pulp, cultural paper, and life paper, with an annual production capacity of 235 million tons of wood pulp and 60 million tons of white cardboard [2] - Huatai Paper has successfully developed high-transparency stretch paper, which has replaced imported products and is now widely used in packaging for food and chemicals, with a total production capacity of 250,000 tons [2][3] - The introduction of advanced technologies, such as the DCS automatic control system and QCS quality detection system, has enhanced production efficiency and product quality in Asia Pacific Senbo's facilities [1] Group 2: Industry Growth and Impact - The Rizhao paper industry has created a complete supply chain, benefiting over 1,500 companies in Shandong province and generating thousands of jobs [3] - The Rizhao integrated pulp and paper industry cluster has been recognized in the provincial "Top Ten Industries" list, indicating strong future growth potential [3] - Projections for 2024 indicate that Rizhao will produce 2.6 million tons of pulp and 1.6 million tons of paper products, with a 13.94% increase in output value for the 35 major pulp and paper enterprises [3]

Core Insights - The article discusses the contrasting actions of the U.S. government regarding rare earth elements, highlighting a significant deal with Australia while simultaneously imposing tariffs on Kazakhstan for a tungsten mine, revealing underlying anxieties and a reactive global strategy [1][3]. Group 1: U.S. Rare Earth Strategy - On October 20, the U.S. signed an $8.5 billion agreement with Australia, with Trump claiming that the U.S. would soon have an abundance of rare earths [3]. - Despite this agreement, the U.S. still relies on China for the processing of rare earth minerals extracted from its only domestic mine, Mountain Pass, indicating a paradox in its strategy [5][9]. - The U.S. faces a significant challenge in establishing a complete rare earth supply chain, as it lacks the capability to efficiently refine these materials, a problem shared by its partners [5][11]. Group 2: Challenges in U.S. Rare Earth Production - The U.S. has experienced a decline in its rare earth industry since the 1980s due to various factors, including environmental costs and industrial transfer, leading to a fragmented supply chain [11][15]. - Experts estimate that it could take 10 to 20 years for the U.S. to establish a secure and independent rare earth supply chain, contradicting Trump's optimistic timeline of one year [13][19]. - The U.S. faces high production costs due to strict environmental regulations, which further complicates its ability to compete with China's established low-cost production [15][19]. Group 3: China's Dominance in Rare Earths - China currently produces 72% of the world's rare earths and has developed a comprehensive ecosystem for rare earth production, including multiple production bases [21][23]. - Chinese companies accounted for 61% of global rare earth patent applications in 2024, indicating a strong position in both existing and emerging technologies [23][25]. - China is also innovating in rare earth extraction technologies, aiming to reduce separation costs by 15%, showcasing its commitment to continuous improvement [25][28]. Group 4: Future Outlook - The U.S. is likely to continue its political posturing and seek more partnerships, but the long-term balance of power appears to favor China, as evidenced by Kazakhstan's prioritization of cooperation with China [29][31]. - Historical examples, such as Japan's long struggle to reduce dependence on Chinese rare earths, illustrate the challenges of establishing alternative supply chains [33]. - The article concludes that the U.S. is masking its strategic weaknesses with tactical displays, while China's strength lies in its systematic development and respect for market dynamics [37].

Group 1 - The core viewpoint of the article highlights Fubon Technology's commitment to modern agriculture, leveraging its platforms to create a comprehensive industry chain from "strain breeding" to "formulation products" [2] Group 2 - Fubon Technology emphasizes collaboration between its two platforms, Fubon Xiangyu and Kangxin Biology, to enhance research and development, marketing, and resource utilization [2] - The company has successfully established a closed-loop system in the agricultural sector, indicating a strong focus on innovation and market integration [2]

Group 1 - The Baotou Longma Casting and Forging Co., Ltd. is advancing its annual production project of 200,000 tons of wind power precision castings, focusing on core castings for wind turbines over 10 megawatts, which will support the localization and large-scale production of wind power equipment in Baotou and the northwest region [1] - The project aims to create a complete industrial chain in Baotou, linking component casting, blade production, tower manufacturing, and complete assembly, thereby strengthening Baotou's position as a significant land-based wind power equipment manufacturing base in China [1] Group 2 - The establishment of the Inner Mongolia regional headquarters of Times Qiji New Energy Technology Co., Ltd. marks a strategic move for the company's innovative battery swapping solution for heavy-duty trucks, aimed at promoting low-carbon transformation in the logistics sector [2] - The local government has implemented a "one-stop" service approach to attract Times Qiji, facilitating the establishment of battery swapping stations in Baotou, which is expected to significantly reduce energy costs for enterprises and enhance the business environment [2] Group 3 - Several key projects, including Guangdong Guangsheng Silicon Industry and the Rare Earth Supply Chain Industrial Park, are driving the transformation of traditional logistics to modern supply chains in the Kunlun District [3] - In the first half of the year, the Kunlun District signed 44 new projects with external investment totaling 11.1 billion yuan, contributing to 35.1% of Baotou's GDP [3]

Core Viewpoint - China Shenhua is set to resume trading with a significant acquisition of 13 energy companies, valued at 258.3 billion yuan, enhancing its position in the coal industry and logistics network [1] Group 1: Acquisition Details - The acquisition includes key assets such as the Xinjiang Zhudong open-pit mine (35 million tons/year), Hongshaquan mine (30 million tons/year), and Heishan mine (16 million tons/year), significantly boosting coal production capacity [3] - The logistics network is strengthened by controlling major ports like Huanghua, Tianjin, and Zhuhai, along with a fleet of 62 cargo ships, facilitating efficient coal transportation [3] - The coal-electricity integration model, exemplified by Guoyuan Power's net profit of 2.79 billion yuan and Shenyuan Coal's 2.55 billion yuan, enhances profitability by reducing transportation costs [3] Group 2: Long-term Strategy - The restructuring aims to eliminate internal competition within the group, allowing for streamlined operations and increased synergy [4] - The company is set to increase production capacity by 280 million tons, representing a 74.5% increase, while also controlling the entire supply chain from mining to sales [5] - The restructured Shenhua is positioned as a key player in national energy security, capable of 24-hour coal dispatch across regions [6] Group 3: Investment Opportunities and Risks - The company has announced a mid-term dividend policy of at least 75% of net profit, with projected dividends of 0.89-0.97 yuan per share, indicating strong cash flow [7] - The acquisition price of 30.38 yuan per share represents a 19% discount compared to the pre-suspension price, suggesting potential upside if integration is successful [7] - Short-term risks include concerns over potential dilution of earnings per share and fluctuations in coal prices, which could impact profitability [8]

Core Viewpoint - BYD is expanding its production capacity in the Shenshan area with a new project that will significantly enhance its battery manufacturing capabilities and support its international export strategy [2][3]. Group 1: Project Overview - A new project in Haifeng County, Guangdong, will involve the construction of multiple facilities, including 9 factories and a wastewater treatment station, with an annual production capacity of 50.88 million power batteries, totaling 15 GWh [2]. - The project is part of BYD's broader strategy to strengthen its industrial layout in the Shenshan region, which is crucial for its operations in Guangdong and international markets [3]. Group 2: Investment and Production Capacity - Since 2021, BYD has committed over 31.5 billion yuan to various projects in the Shenshan area, including the construction of an automotive industrial park and battery production facilities, with an expected annual output value exceeding 220 billion yuan upon full production [4][5]. - The Shenshan industrial park is the only BYD facility in China that integrates port and factory operations, enhancing logistics efficiency for exports [5]. Group 3: Battery Production and Market Performance - BYD's battery production capacity includes a 14 GWh facility in Shenzhen and a 2 GWh facility in Huizhou, focusing on lithium iron phosphate and ternary lithium batteries [6][7]. - In July, BYD's battery installations reached 22.4 GWh, a 35% year-on-year increase, with a cumulative installation of 156.9 GWh from January to July, reflecting a 76% increase compared to the previous year [7].