证券日报网讯1月8日，比亚迪（002594）在互动平台回答投资者提问时表示，公司汽车业务出海步伐不 断加速，海外业务不仅成为新的核心增长极，更是成为中国新能源汽车走向世界的靓丽名片。未来公司 将凭借新能源技术与产品实力的领先优势，继续积极扩展产品线、完善海外产能与销售网络，持续深化 全球化战略的布局。 ...

2026.01. 06 本文字数：2536，阅读时长大约4分钟 作者 | 第一财经 李隽 封图 | AI生成 连续13个交易日上涨之后，上证指数再次创出本轮牛市新高。1月6日上证指数上涨1.5%，报收4083 点，沪深京三地成交合共2.83万亿元。 按上证指数计算，2021年2月18日到2024年2月5日，股指从3731点到2635点，一般认为这是一轮高 点到低点的熊市，而2635点则是新一轮牛市的开始。 与以往相比，本轮牛市有何不同？第一财经记者采访的多位业内人士认为，过去牛市持续时间有限， 主要是因为牛市的驱动因素是流动性，流动性有收紧和放松的周期，也有杠杆资金的"追涨杀跌"左右 行情。 分析人士称，预计这一次不一样，在流动性维持宽松、国内利率创新低、科技创新主导行情、保险等 长线资金入市的背景下，牛市有望向"慢牛"、"长牛"发展，考虑到经济结构转型以及对科技的扶持， 业绩改善等因素，本轮行情具备"科技牛"特征，预计可以持续时间更长。 四轮牛市 本轮牛市主要是人工智能以及有色金属为主要龙头板块，1月6日有色金属等继续领涨，江西铜业 （600362.SH）、紫金矿业（601899.SH）等继续创出新高。 不 ...

（编辑 楚丽君） 证券日报网讯 01月5日，维科技术在互动平台回答投资者提问时表示，公司始终密切关注新能源领域技 术发展趋势及市场需求变化，目前正结合自身技术储备进行研发规划，钠电通过欧洲IEC和美国UL认 证，其他国际认证也在积极测试中。 ...

中化新网讯(记者郁红)在2025年12月31日召开的新闻发布会上，国家发改委政策研究室副主任、委新闻 发言人李超就第一批国家级零碳园区入围园区的特点及园区建设单位将承担的任务进行了介绍。 第三，发布建设名单不是戴帽子、挂牌子。建设零碳园区是一项创新性强、挑战性高的系统性、长期性 工作，发布名单不是为了打造"政策洼地"，而是要建设"绿色转型高地"。各地方、各园区要科学制定建 设路径，确保技术方案可操作、工程项目可落地、创新举措能实施、要素资金有保障，避免盲目决策、 贪大求全、大干快上，确保不辜负社会各界对零碳"先锋队""先行区"的期待。 四是工作基础扎实。52个园区中，有24个园区正在推进零碳园区相关重大工程和重点项目建设，另有24 个园区已启动前期工作并具备一定实物工作量，还有4个园区已形成明确建设路径规划。 五是预期效益显著。首批国家级零碳园区建成后，单位能耗碳排放约0.25吨/吨标准煤，仅为当前全国 园区平均水平的1/10。 但李超同时强调，第一，入选建设名单不代表已经建成零碳园区。国家发改委为国家级零碳园区设立了 1项核心指标、5项引导性指标，园区达到指标要求并通过评估验收后，才能正式成为国家级零碳园区 ...

来源：中国能源报 11月25日，第七届中俄能源商务论坛在北京举办。能源是中俄经贸合作领域的压舱石。我国已连续多年 成为俄罗斯最大的贸易伙伴，俄罗斯也是我国重要的能源供应国。过去一年，中俄两国推动深化能源合 作成果，在传统化石能源领域成果丰硕，在绿色发展、新能源与技术创新领域合作提速。 中俄原油贸易保持稳中有增。2024年，中俄原油贸易额为4441亿元人民币，占俄罗斯对华出口贸易总额 的比重高达48.3%；我国从俄罗斯进口原油总量达1.08亿吨，同比增长1%，进口量约占我国原油进口总 量的19.6%。 中俄天然气贸易逐年上升。2024年，中俄天然气贸易额928亿元，占俄罗斯对华出口总额的10.1%。其 中，液化天然气356亿元，占对华出口总额的3.9%；管道天然气572亿元，占对华出口总额的6.2%。 中俄煤炭贸易略有下降。2024年，我国自俄罗斯煤炭进口额777亿元人民币，进口量9509.3万吨。俄罗 斯已成为我国煤炭供应重要新增来源。来自俄罗斯的煤炭进口份额从2019年的11%跃升至2023年的 22%，2024年占比下降到17%。 中俄在绿色领域发展战略契合度高，具有互补性。我国和俄罗斯均已设立2060年 ...

（来源：国机汽车） 在长期合作中，中汽工程充分发挥行业深耕经验与专业技术优势，协助小鹏汽车将智能工厂规划、绿色能源应用及智能生产场景等先进理念付诸实践，专 注于智能工厂建设的全流程创新，共同致力于打造新势力造车标杆工厂典范。近期在广州二期总装项目中，面对双层厂房空间受限、生产节拍要求高的行 业难题，中汽工程通过模块化布局与智能物流协同技术，实现了双层厂房的高效柔性生产，大幅提升了项目生产效率与产品质量稳定性；在武汉涂装项目 中，则以先进环保涂装工艺与智能控制系统，打造出低排放、高效率的涂装生产线，助力小鹏汽车在外观质感与绿色环保方面实现双重提升。 面对汽车产业电动化、智能化的深刻变革，中汽工程将以更前沿的工程技术、更优质的服务能力，与小鹏汽车在新能源技术、智能制造升级等领域展开更 深入合作，携手推动新能源汽车产业高质量发展。 （来源：国机汽车） 自2017年起，中汽工程深度参与并助力小鹏汽车成长，合作贯穿从研发试制到多地工厂建设的全过程。从早期试制试验、广州研发，到广州黄埔工厂 EPC、武汉工厂设计及中试车间EPC等项目，双方合作持续深化。业务范围全面覆盖工程设计、土建EPC、焊装、涂装及总装设备供货等核心领 ...

为投资者提供清晰稳定透明的投资预期 《鼓励外商投资产业目录》是我国重要的外商投资促进政策，也是重要的外资产业和区域政策，而这也是2019年以来我国第四次发布。 国家发展改革委、商务部24日发布《鼓励外商投资产业目录（2025年版）》。新版目录将自2026年2月1日起施行。 总条目1679条 比2022年版净增205条 新版《鼓励外商投资产业目录》，包括全国鼓励外商投资产业目录和地区外商投资优势产业目录。总条目共1679条，与2022年版相比，净增加205条、修改 303条。 新变化 优化对外资的方向性引导 新版目录鼓励引导外商投资先进制造业，新增或扩展终端产品、零部件、原材料等领域有关条目，提升产业链供应链发展水平；鼓励引导外商投资现代服务 业，新增或扩展商务服务、技术服务、科学研究、服务消费等领域有关条目，促进服务业高质量发展；鼓励引导外商投资中西部地区、东北地区和海南省。 国家发展改革委外资司副司长 荆琴：持续提高引资质量、不断完善外商投资在国内的区域布局，展示了我国扩大国际合作的积极态度。 国家发展改革委宏观经济研究院对外经济研究所研究员 原倩：从供给侧看，修订扩大《鼓励目录》有利于将新技术、新业态、新 ...

Industry Environment - The Chinese liquor industry faces three major challenges by 2025: demographic changes, deepening technological revolution, and internal industry adjustments. The shift from "scale expansion" to "structural optimization" is necessary due to population decline and a decrease in the main consumer demographic. AI technology is driving the smart transformation of the industry, reshaping production and marketing models. Solutions include returning to pragmatic values, upgrading technology and quality to meet diverse consumer demands, and enhancing brand IP and emotional connections to build a symbiotic commercial ecosystem [2][3] 1919 Strategic New Vision - The liquor distribution industry is transitioning from traditional inventory models to user operation and instant retail. 1919, as an industry leader, is implementing a "center store + front warehouse" model and a F2B2C supply chain, developing six core capabilities (brand, scale, online customer acquisition, offline fulfillment, supply chain, data sales) for efficient localized service. Collaborations with platforms like Taobao and Meituan have led to significant growth, with plans to expand to over 100,000 front warehouses by 2026. This strategy aligns with young consumer demands, potentially capturing 60%-70% of liquor retail market share [4] Insights from Cross-Industry Products - The introduction of cross-industry products like Mingren soda water has highlighted the collective anxiety within liquor channels due to high inventory and slow sales. Mingren's positioning as a beverage for both before and after drinking has penetrated liquor consumption scenarios, with over 3 million terminal outlets. This case emphasizes the need to shift from product selling to providing scene-based solutions and creating closed-loop experiential marketing [5] "Liquor + New Energy" Growth Potential - Several liquor companies are forming strategic partnerships with new energy giants to explore new paths for industry integration. Collaborations aim to reduce high energy costs in liquor production and build green supply chains, responding to carbon neutrality goals. Leading companies are leveraging these partnerships to expand high-end consumer bases and explore new growth points [6][7] E-commerce Tax Implications - New e-commerce tax regulations set to take effect in October 2025 will require platforms to report merchant data, eliminating tax ambiguities in liquor e-commerce. While small merchants are exempt, larger businesses will face stricter compliance, curbing practices like price dumping. This policy shift is expected to foster fair competition, pushing the industry towards value-based competition rather than price wars [8] New Survival Coordinates for Liquor Merchants - As competition intensifies and channels flatten, traditional profit models based on price differences are becoming obsolete. Merchants must enhance service capabilities, focusing on sales rates, user engagement, and data operations. Manufacturers are shifting from price support to funding market actions for distributors, creating a new formula of "price difference + service commission" [9] Transformation of Tobacco Shops - The traditional tobacco shop industry is undergoing significant transformation, facing challenges but not extinction. The industry is characterized by a "pyramid structure," with small shops leveraging low costs and new channels. Future directions include using digital tools to enhance efficiency and optimizing product offerings to stimulate repeat purchases [10][11] Insights on the Beer Industry - The Chinese beer industry is entering a phase of sustainable development and smart manufacturing, with a focus on high-end products and craft beers. The industry is shifting from scale expansion to value realization, emphasizing health and specialty in product development [12] Changes in Sichuan Banquet Alcohol Consumption - The Sichuan banquet alcohol market is witnessing a shift from traditional "white wine + red wine" combinations to "white wine + low-alcohol beverages," with over 50% of low-alcohol drinks being served. This trend reflects changing consumer preferences towards practicality and cost-effectiveness [12] New Trends in Liquor Chains - The liquor industry is experiencing structural changes driven by diversified consumption, fragmented channels, and personalized demands. The focus is shifting from "single-point breakthroughs" to "full-domain integration," emphasizing the importance of service value and user relationships [13] Brand Dynamics - The health-focused liquor market is rapidly growing, with brands like Zhenjiu leveraging technology and quality assurance to meet consumer demands. The market for health-oriented liquor is projected to reach 58.36 billion yuan by 2024 [14] Cultural Empowerment in Branding - Tiananmen Sauce Liquor emphasizes quality and cultural heritage during industry adjustments, showcasing its commitment to traditional craftsmanship and cultural transmission [15] Young Consumer Engagement Strategies - Wuliangye's collaboration with Pure K to target young consumers has resulted in significant sales growth, demonstrating innovative paths for integrating liquor into youth culture [16][17] Strategic Planning for Future Growth - Xifeng Liquor is focusing on brand youthfulness and internationalization, leveraging technology and cultural confidence to enhance its market position [18] Quality as a Competitive Edge - The liquor industry is transitioning from scale expansion to value enhancement, with quality and culture becoming key competitive factors. Companies like Congtai Liquor are emphasizing quality assurance and regional collaboration to drive growth [19] Evolution of Instant Retail - The liquor industry is moving towards "full-domain retail," emphasizing efficiency and value over price competition. Companies are encouraged to adopt a holistic approach to retail strategies [20] Low-Alcohol Product Success - The introduction of low-alcohol products like Guojiao 1573 has achieved significant market success, highlighting the trend towards healthier drinking options [21] Innovative Marketing Strategies - The collaboration between Wuliangye and FIFA for a new product launch demonstrates the effectiveness of sports marketing in engaging younger audiences [22] Cultural Exchange through Alcohol - The partnership between Chinese and French brands during a state visit symbolizes the cultural exchange and recognition of Chinese liquor on the international stage [28] New Consumption Scenarios - The launch of new products by JunTai Liquor targets both everyday celebrations and high-end collections, reflecting the evolving consumption landscape [29] Commitment to Quality and Development - Xifeng Liquor is reinforcing its commitment to quality and cultural heritage, aiming to lead the industry towards high-quality development [30]

新周期 新技术 新生态，由起点锂电、起点储能、起点研究院SPIR主办的 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 将于12月18-19日在深圳市维纳斯皇家酒店举办。 800+嘉宾参会，聚焦5大专场40+热门议题，深度探讨锂 电池、材料、设备、工商业储能、便携式储能、户用储能、AIDC储能电池等核心议题，前瞻解析技术突破、破题安全挑战与价值链重构。 活动主题及架构 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 活动主题： 新周期 新技术 新生态 活动时间： 2025年12月18-19日 活动地址： 深圳市维纳斯皇家酒店（深圳国际会展中心京基百纳店）三楼维纳斯厅（深圳市宝安区沙井镇沙井路118号） 主办单位： 起点锂电、起点储能、起点研究院 SPIR 专场冠名： 逸飞激光 合影墙独家冠名： 蓝京新能源 签到墙独家冠名： 小鲁锂电 椅背贴独家冠名： 奥鸿智能 矿泉水独家冠名： 派能科技 活动赞助及演讲单位： 惠州潼湖生态智慧区管理委员会/逸飞激光/小鲁锂电/派能 ...

Core Viewpoint - Maoming Guangyu Smart Link New Energy Co., Ltd. has been established with a registered capital of 1 million RMB, focusing on various new energy technologies and services [1] Company Overview - The company is engaged in the research and development of emerging energy technologies [1] - It offers services related to power generation technology, solar power generation technology, energy storage technology, and wind power generation technology [1] - The company also provides engineering management services and information consulting services, excluding licensed information consulting [1] Product and Service Offerings - The company sells photovoltaic equipment and components, generators and generator sets, smart power distribution and control equipment, and distribution switch control equipment [1] - It also deals in semiconductor lighting devices, lighting fixtures, power electronic components, mechanical and electrical equipment, and electronic components and electromechanical assemblies [1] - Additional offerings include battery accessories, power facility materials, hardware products wholesale, professional design services, photovoltaic power generation equipment leasing, and mechanical equipment leasing [1] Investment and Technical Services - The company is involved in technology services, development, consulting, exchange, transfer, and promotion [1] - It engages in investment activities using its own funds and offers contract energy management services [1] - The company is also involved in advertising publication [1]