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南网科技股价跌5.18%,华夏基金旗下1只基金位居十大流通股东,持有379.28万股浮亏损失1190.94万元
Xin Lang Cai Jing· 2025-10-09 02:01
华夏中证机器人ETF(562500)基金经理为华龙。 截至发稿,华龙累计任职时间3年50天,现任基金资产总规模429.26亿元,任职期间最佳基金回报 116.77%, 任职期间最差基金回报-15.08%。 10月9日,南网科技跌5.18%,截至发稿,报57.46元/股,成交1.42亿元,换手率1.06%,总市值324.48亿 元。 资料显示,南方电网电力科技股份有限公司位于广东省广州市越秀区东风东路水均岗6号粤电大厦,成 立日期1988年2月22日,上市日期2021年12月22日,公司主营业务涉及应用清洁能源技术和新一代信息 技术,通过提供"技术服务+智能设备"的综合解决方案,。主营业务收入构成为:试验检测及调试服务 31.99%,储能系统技术服务23.42%,智能配用电设备21.51%,智能监测设备11.11%,机器人及无人机 7.23%,其他4.69%,其他(补充)0.05%。 从南网科技十大流通股东角度 数据显示,华夏基金旗下1只基金位居南网科技十大流通股东。华夏中证机器人ETF(562500)二季度 增持67.93万股,持有股数379.28万股,占流通股的比例为1.66%。根据测算,今日浮亏损失约11 ...
全球能源转型寻求新突破
Jing Ji Ri Bao· 2025-09-16 22:16
其次,地缘政治冲突严重拖累本已进展缓慢的转型之路。由于乌克兰危机爆发,美欧对俄实施制裁,导 致俄罗斯大幅减少对欧洲天然气供应,造成欧洲能源供应紧张,使德国重启两座燃煤电站;美国《清洁 能源与安全法案》禁止向"与俄有能源合作的国家"提供光伏补贴,导致孟加拉国、巴基斯坦等国的光伏 项目被迫停工。国际能源署署长比罗尔为此警告称,如果各国只顾自身利益,1.5℃全球气温控制目标 在2030年前将彻底无望实现。 此外,全球70%的新能源研发投入集中在美、欧等发达经济体,氢能电解槽、储能电池正极材料等核心 技术被少数跨国企业垄断。在尼日利亚,当地建设的光伏电站因无法获得先进储能技术授权,只能依赖 传统铅酸电池,导致发电效率损失达30%;在巴西,风电项目因进口欧洲变流器成本过高,被迫推迟并 网时间,影响约500兆瓦装机容量。更严重的是,技术封锁加剧了不公平现象。美国能源信息署的数据 显示,发展中经济体获取清洁能源技术的成本,平均比发达经济体高出40%以上,直接导致其可再生能 源装机增速较发达经济体慢2个至3个百分点。由此可见,只有建立公平公正的国际能源秩序,才能让能 源转型步伐更快、更稳,照亮人类共同的未来。 (文章来源:经 ...
中国为东亚拉美合作提供动力 ——记第五届“东亚—拉美地区研究伙伴对话”国际会议
Jing Ji Ri Bao· 2025-09-10 22:09
Group 1 - The fifth "East Asia-Latin America Regional Research Partnership Dialogue" conference was held in Beijing, emphasizing the importance of cooperation between East Asia and Latin America in areas like green transformation and digital governance [1][5] - China is recognized as a key player in facilitating cooperation between East Asia and Latin America, promoting inclusive economic globalization and enhancing political trust [1][2] - The conference highlighted the need for a solid cooperation framework to transform the partnership between East Asia and Latin America, particularly in trade, investment, and technology [2][3] Group 2 - The strategic benefits of cooperation with China were illustrated through the example of the "Belt and Road" initiative, specifically the construction of the Chancay Port in Peru, which enhances trade connectivity [3] - There is a call for increased collaboration in science, technology, sustainable development, and youth exchanges, with a focus on digital economy and artificial intelligence [3][4] - The Andean Community is actively pursuing energy transition initiatives, aiming to replace traditional fossil fuels with renewable energy sources, and seeks collaboration with East Asian countries, especially China, in clean energy technology [4] Group 3 - The conference aimed to strengthen collaborative research efforts between East Asian and Latin American institutions, promoting multilateral dialogue and cooperation [5] - A special forum for young scholars was held to envision high-quality economic and trade cooperation between East Asia and Latin America from the perspective of youth [5]
杨德龙:美联储降息临近 多重因素共同推动黄金白银等避险资产价格上涨
Xin Lang Ji Jin· 2025-09-02 08:59
Group 1 - Gold prices surged again, with spot gold breaking the previous high of $3500 per ounce, marking a historical peak and an increase of over $800 this year [1] - The rise in gold prices is attributed to the increasing issuance of the US dollar, leading to higher dollar-denominated gold prices, alongside significant purchases of physical gold by central banks, including the People's Bank of China [1][2] - Investors are increasingly buying gold jewelry and physical gold in anticipation of further price increases, contributing to the sustained rise in gold prices [1] Group 2 - Recent international gold price increases are primarily driven by heightened expectations of interest rate cuts by the Federal Reserve, with a potential 25 basis point cut expected in September [2] - The Federal Reserve's cautious stance on interest rates has shifted, with indications that the labor market is weakening, which may support the case for rate cuts [2] - The US government's rising debt, exceeding $37 trillion, has raised concerns about the dollar's credibility, further driving demand for gold as a safe-haven asset [2] Group 3 - The ongoing tensions between President Trump and the Federal Reserve have raised concerns about the independence of the Fed, potentially undermining market confidence [3] - The price of silver has increased over 40% this year, outpacing gold, driven by industrial demand and supply shortages in the silver market [3] - Investors are increasingly turning to silver-backed ETFs, leading to a continuous rise in holdings and a decline in available silver inventory in the London market [3] Group 4 - The capital market is experiencing upward momentum, with significant trading volumes indicating increased investor confidence [4] - Multiple sources of capital inflow are driving market growth, including funds moving from savings, insurance companies increasing their positions, and foreign investments exceeding $10 billion in the first half of the year [4] - Short-term market fluctuations are expected, but long-term prospects for the gold market remain positive, supporting economic recovery through enhanced consumer wealth effects [4]
创14年新高 白银异军突起
Bei Jing Shang Bao· 2025-09-01 14:44
Core Viewpoint - Silver prices have surged, breaking the $40 per ounce mark for the first time since 2011, with a year-to-date increase of over 40%, reflecting a broader trend in precious metals alongside gold and platinum [1][3][4] Price Movement - On September 1, silver reached $40.574 per ounce, marking a 2.22% increase, while gold prices also hit new highs, with COMEX gold futures peaking at $3553.8 per ounce [3][4] - The current year has seen gold prices rise over 32%, driven by expectations of monetary easing from the Federal Reserve and geopolitical tensions [3] Supply and Demand Dynamics - The silver market is expected to face a fifth consecutive year of supply shortages, as highlighted by the Silver Institute [1] - Industrial demand for silver is significant, with over 50% of global silver demand coming from sectors like electronics and solar energy [7] Investment Trends - Physical silver investment has increased by 34% since early 2025, outpacing gold and Bitcoin, which saw increases of 28% and 18% respectively [5] - Silver ETFs have seen continuous inflows for seven months, the longest streak since 2020, leading to a reduction in silver inventories in London [5] Strategic Importance - Silver is being redefined as a "strategic metal" due to its role in clean energy technologies, with the U.S. Geological Survey proposing to include silver in its critical minerals list [3] - Analysts suggest that traditional views on silver may underestimate its strategic significance in the context of supply chain constraints and national security [3] Market Comparisons - The current market environment for silver is reminiscent of the 2011-2012 period, characterized by loose monetary policy and rising geopolitical risks [6] - The gold-silver ratio, which indicates the relative value of gold to silver, has shifted, with current levels suggesting potential for silver price appreciation [9][10] Economic Indicators - Global economic conditions, including manufacturing PMI and inflation pressures, are influencing silver prices, with expectations of increased industrial demand [7][8] - The interplay between monetary policy, geopolitical risks, and economic recovery prospects will be crucial for future silver price movements [8]
白银突破40美元/盎司关口,创2011年以来新高
Sou Hu Cai Jing· 2025-09-01 12:54
Group 1 - Silver prices have surged, with silver breaking the $40 per ounce mark for the first time since 2011, showing a year-to-date increase of over 40% [1] - As of the latest report, London spot silver is priced at $40.56 per ounce, with a daily increase of 2.27%, while New York silver futures rose over 1.5%, reaching a peak of $41.64 per ounce [1] - The Shanghai silver futures market also saw significant gains, with the main contract rising over 4% to close at 9,775 yuan per kilogram, marking a year-to-date increase of 30% [1] Group 2 - The World Silver Institute's report indicates that global silver supply in 2024 is projected to be 1.015 billion ounces, with primary mine production accounting for 81% of this supply [1] - Total global silver demand in 2024 is expected to reach 1.164 billion ounces, with industrial demand constituting 6.81 billion ounces, or 58.5% of the total demand, primarily driven by sectors like electronics and solar energy [1] - The increasing demand for silver in photovoltaic applications, coupled with limited supply growth, is creating a tight market that supports rising silver prices [1] Group 3 - Factors driving the increase in silver prices include global reflation tendencies, limitations of current Federal Reserve monetary policy, and shifts in the global political landscape and credit currency systems [3] - Silver is viewed as a precious metal with inherent safe-haven and monetary properties, which historically have led to its price movements following gold, but with greater volatility due to its significant industrial demand [3] - Concerns regarding potential U.S. government trade protection measures on key metals like silver may enhance its safe-haven and substitute demand, suggesting that silver could have greater upside potential compared to gold [3]
降息预期点燃投资热情 白银14年来首度站上40美元
Zhi Tong Cai Jing· 2025-09-01 03:41
Group 1 - The price of silver has surpassed $40 per ounce for the first time since 2011, driven by increased investor demand for precious metals amid expectations of a Federal Reserve rate cut this month [1] - Silver prices have risen over 40% year-to-date, with gold, platinum, and palladium also experiencing gains [1] - Geopolitical tensions and uncertainty in the financial environment have led investors to favor precious metals as safe-haven assets [1] Group 2 - According to the CME FedWatch tool, traders currently estimate an 87% probability of a 25 basis point rate cut by the Federal Reserve later this month [2] - The industrial application of silver in clean energy technologies, such as solar panels, is supporting its price [2] - The global silver market is expected to experience a supply shortage for the fifth consecutive year, with significant inflows into silver-backed ETFs [2]
精工科技:已确认参股投资北京清航空天动力科技有限公司
Zheng Quan Ri Bao Wang· 2025-08-28 10:44
Core Viewpoint - The company has confirmed its investment in Beijing Qinghang Aerospace Technology Co., Ltd., a high-tech enterprise focused on aerospace propulsion and clean energy technologies [1] Group 1: Company Overview - Qinghang Aerospace Technology was established in 2019 and is a technology transfer entity from Tsinghua University's School of Aerospace Engineering [1] - The company specializes in "rotating detonation" as its core technology, aiming to innovate propulsion systems [1] Group 2: Technological Focus - Qinghang Aerospace is recognized as a national high-tech enterprise, with core technologies including detonation combustion technology, ultra-high-speed motors, and air bearings [1] - Its downstream applications encompass aerospace engines, gas turbines, and related core components [1] Group 3: Strategic Collaboration - The company sees strong synergies between its precision manufacturing expertise and Qinghang Aerospace's detonation engine manufacturing and applications [1] - The collaboration is expected to enhance the development and industrialization of new propulsion technologies in the aerospace sector [1]
经济学人:中国清洁能源解决方案为全球南方提供模板
Guan Cha Zhe Wang· 2025-08-23 01:00
Group 1 - The core viewpoint is that China dominates the global electric vehicle (EV) market, producing 70% of the world's EVs and significantly outperforming Western manufacturers [1] - In addition to EVs, China contributed over half of the global growth in solar and wind energy equipment last year, establishing itself as the largest supplier in the renewable energy sector [1] - The International Energy Agency (IEA) reported a 60% increase in EV sales in developing countries across Africa, Asia, and Latin America, driven by the influx of Chinese EVs [2] Group 2 - In Turkey, EV sales have more than doubled, with local brand Togg capturing 27% of total car sales, while over 70% of imported cars in Nepal were electric [2] - The average price of Chinese EVs in Thailand was approximately $30,000, compared to $34,000 for similar gasoline vehicles, making them competitively priced [2] - Various countries are implementing favorable policies for EVs, such as lower tax rates for electric vehicles compared to traditional fuel vehicles in Turkey [2] Group 3 - The U.S. and EU are attempting to restrict Chinese EVs through tariffs, prompting China to seek opportunities in the Global South, although protectionist measures are also emerging in these markets [3] - Brazil has recently allowed tariff-free entry for EVs, and Indonesia is increasing local production requirements for EVs [3] - Despite the higher initial investment costs for clean technologies compared to fossil fuels, the decreasing prices of clean energy technologies are making them more attractive globally [5]
新型晶体能自主“呼吸”氧气
Ke Ji Ri Bao· 2025-08-19 00:19
Core Viewpoint - A revolutionary new crystal material has been developed by a research team from Pusan National University and Hokkaido University, capable of absorbing and releasing oxygen under mild temperature conditions, which could pave the way for advancements in clean energy technologies [1] Group 1: Material Characteristics - The innovative material is a special metal oxide primarily composed of strontium, iron, and cobalt, exhibiting the ability to stably release and efficiently absorb oxygen in normal gas environments [1] - Unlike traditional materials that are often fragile or require extreme conditions to operate, this new crystal can function effectively in mild temperature environments and demonstrates excellent reversibility, returning to its original state after each "breathing" cycle [1] Group 2: Applications and Implications - The intelligent self-regulating feature of this material suggests broad application prospects in various fields, including clean energy development, electronic device upgrades, and green building materials [1] - Potential innovations include new types of solid oxide fuel cells, thermal transistors, and smart windows that can automatically adjust according to environmental conditions [1]