近一个月以来，伦敦现货白银价格不断创新高。数据显示，自11月24日触底反弹以来，伦敦现货白银价 格涨幅超过30%。对于本轮白银飙升，笔者认为核心驱动来自以下三个方面：宏观流动性宽松、供需矛 盾加剧及投资需求拉动。 综上，近期，白银期货价格的大幅上涨，是宏观宽松预期、供应结构性短缺及投资需求共振的结果。短 期来看，白银价格已计入大量乐观预期，回调风险逐步累积。但中长期而言，美联储宽松周期未结束、 绿色能源产业需求刚性增长、供需缺口持续存在等核心逻辑未被破坏，白银价格仍具备趋势性支撑。伦 敦白银现货价格预计维持在60美元／盎司之上。后续重点关注美联储政策表态、美联储主席候选人情况 以及美国"232调查"结果及库存变化等关键变量。 资讯编辑：王芳琴 021-66896877 资讯监督：乐卫扬 021-26093827 资讯投诉：陈跃进 021-26093100 免责声明：Mysteel发布的原创及转载内容，仅供客户参考，不作为决策建议。原创内容版权归Mysteel所有，转载需取得Mysteel书面授 权，且Mysteel保留对任何侵权行为和有悖原创内容原意的引用行为进行追究的权利。转载内容来源于网络，目的在于传递更 ...

首先，宏观流动性方面，美联储年内三次降息，2026年降息预期强化。10年期美债收益率回落至 4.16%，实际利率下行推升非生息资产吸引力。美元指数跌破100关口，人民币汇率走强至7.05附近。这 进一步打开了白银上涨空间。 近一个月以来，伦敦现货白银价格不断创新高。数据显示，自11月24日触底反弹以来，伦敦现货白银价 格涨幅超过30%。对于本轮白银飙升，笔者认为核心驱动来自以下三个方面：宏观流动性宽松、供需矛 盾加剧及投资需求拉动。 最后，不容忽视的是，政策不确定性加剧市场情绪。美国对白银的"232调查"结果预计于2026年1月17日 公布。关税政策的不确定性引发市场对未来进口成本上升的担忧，刺激投资者提前囤积现货，进一步加 剧了现货紧张局面，推升短期价格。 综上，近期，白银期货价格的大幅上涨，是宏观宽松预期、供应结构性短缺及投资需求共振的结果。短 期来看，白银价格已计入大量乐观预期，回调风险逐步累积。但中长期而言，美联储宽松周期未结束、 绿色能源产业需求刚性增长、供需缺口持续存在等核心逻辑未被破坏，白银价格仍具备趋势性支撑。伦 敦白银现货价格预计维持在60美元／盎司之上。后续重点关注美联储政策表态、美联储主 ...

转自：贵州日报 贵州日报天眼新闻记者 杜朋城 摄 12月18日，位于铜仁高新区的贵州戴普森数字能源有限公司生产车间内一片繁忙，自动化生产线高速运转， 为海外订单全力冲刺。作为铜仁重点引进项目，该公司聚焦"小储能""小动力"锂电池终端产品研发生产，目 前10条规划产线已有6条投用，产品远销美、日、德等国，截至11月产值已达8000万元。项目全面达产后， 预计年产值3亿元、带动就业1300人。其"终端产品补链"的定位，正为贵州新能源电池产业集群完善价值闭 环，助力全省新型工业化与绿色能源产业协同发展。 ...

工作时间：早八晚五，单休 薪资待遇：5000~7000。 招聘岗位一： 岗位名称：CAD设计师，招聘人数：2人， 招聘要求： （来源：光伏产业网官微） 12月8日，"句容就业"微信公众号发布句容市鼎威新能源有限公司招聘信息，详情见下： 岗位信息 招聘岗位二： 岗位名称：光伏销售 招聘人数：10人 招聘要求： 1、CAD等画图软件熟练使用。 2、有设计经验，有设计理念，学习能力强。 3、吃苦耐劳，有一定沟通能力，服从工作安排。 4、有室内设计，建筑施工设计经验，有光伏等相关设计经验优先。 1、会通过陌拜获取新客。 2、按公司要求宣传光伏免费安装政策。 3、性格外向，沟通能力强。 4、对绿色能源产业有极高热情。 5、宣传及落地能力强。 6、吃苦耐劳，公司免费培训。 7、高提成，月入2W起 工作时间：单休 薪资待遇：底薪+提成。 招聘岗位三： 岗位名称：会计， 招聘人数：1人， 招聘要求： 任职资格: 招聘要求： 袁女士18118967971 岗位信息 招聘岗位一： 岗位名称：CAD设计师，招聘人数：2人， 招聘要求： 招聘要求： 声明：本公众号仅转载分享招聘信息，不参与企业与求职者的对接，信息的真实性、时效性请以 ...

Core Insights - Energy state-owned enterprises (SOEs) are accelerating their relocation to Xiong'an New Area, with major companies like China Huaneng and China Sinochem moving their headquarters, while others like China Datang and China Huadian are speeding up construction [1][3] - Over 100 subsidiaries or innovative business units of energy SOEs have gathered in Xiong'an, indicating a significant restructuring of industrial and innovation chains in the area [3] - The Hebei Huadian Xiong'an Park 3MW distributed photovoltaic project has generated over 4.5 million kilowatt-hours, showcasing the integration of clean energy systems with natural landscapes [3] Group 1 - Xiong'an New Area is facilitating the gathering of energy SOEs through high-quality services, leading to a noticeable agglomeration effect of headquarters economy and the formation of a green energy industry chain [1][3] - The establishment of a "one-stop" landing solution for energy SOEs is part of Xiong'an's strategy to streamline the relocation process, integrating various policies into a dedicated service for the energy sector [5][6] - A total of nearly 50 strategic departments from SOEs have been engaged in discussions to facilitate their business layout in Xiong'an, indicating proactive measures to address long decision-making cycles [5][6] Group 2 - The Xiong'an New Area Business and Investment Promotion Bureau is committed to providing a favorable environment for the high-quality development of relocated SOEs, focusing on supporting cutting-edge technology research and application [6]

Core Insights - The headquarters of major Chinese energy companies, including China Huaneng and China Sinochem, are relocating to Xiong'an New Area, indicating a significant shift in the energy sector's operational landscape [1] - The construction of headquarters for China Datang and China Huadian is accelerating, showcasing the rapid development of energy enterprises in the region [1] - More than ten energy-related central enterprises, such as China National Nuclear Corporation and China National Petroleum Corporation, are establishing subsidiaries or innovative business units in Xiong'an, highlighting the area's growing importance [1] Group 1 - Xiong'an New Area is facilitating the relocation of energy central enterprises, demonstrating a "speeding up" in the process of economic restructuring [1] - The concentration of headquarters in Xiong'an is leading to a noticeable agglomeration effect in the headquarters economy, which is beneficial for the overall energy sector [1] - A collaborative development pattern is emerging, characterized by "central enterprise headquarters + research and development bases + supporting enterprises" in the green energy industry [1]

Core Points - The establishment of the China-Shanghai Cooperation Organization (SCO) Energy Cooperation Platform is a necessary step to deepen energy cooperation among SCO member countries [1] - The platform aims to enhance practical exchanges in the energy sector, expand clean energy cooperation, and improve regional energy governance [1][2] - China has signed over 160 projects in the electricity and renewable energy sectors and over 60 projects in oil, gas, and coal since taking over the SCO presidency in July 2022 [1] Group 1 - The China-SCO Energy Cooperation Platform was inaugurated in Beijing, emphasizing the importance of energy collaboration among member states [1] - Wang Hongzhi, the head of the National Energy Administration, highlighted three key areas for future work: practical cooperation in energy, expanding clean energy initiatives, and enhancing regional energy governance [1] - The "Double Thousand Cooperation" initiative aims to implement an additional 10 million kilowatts of solar and wind power projects in the next five years [1] Group 2 - The SCO countries have a significant demand for wind and solar energy, and the development of green energy industries is mutually beneficial [2] - The focus will be on mutual benefit and win-win cooperation, aligning development strategies, and leveraging advantages in new energy technologies [2] - The initiative aims to support the clean and low-carbon energy transition in SCO member countries [2]

Core Viewpoint - The Hai Ling Dao International Wind Energy Conference 2025 aims to enhance offshore wind power ecology and establish an international green energy capital, gathering top experts and industry leaders to discuss innovation and collaboration in the offshore wind energy sector [1][2]. Group 1: Conference Highlights - The conference features keynote speeches from prominent experts, including academicians from Chinese engineering and marine research institutions [1]. - A series of reports and publications were released, including "Here is Yangjiang, an Emerging International Wind Power City" and a report on strengthening global offshore wind power supply chain cooperation [1]. - The establishment of the Guangdong (Yangjiang) Green Energy Demonstration Industrial Park and the Guangdong (Yangjiang) Wind Power Industry Alliance was announced, along with the unveiling of the Guangdong Silk Road Offshore Wind Power Operation and Maintenance Company [1]. Group 2: Yangjiang's Development in Offshore Wind Power - Yangjiang has made significant strides towards becoming an international "green energy capital," focusing on large-scale and clustered development of offshore wind power [2]. - The city has established a total planned installed capacity of 20 million kilowatts for offshore wind power, with over 6 million kilowatts already connected to the grid, accounting for 50% of the province's capacity and ranking second nationally [2]. - By 2026, Yangjiang's offshore wind power grid-connected total installed capacity is expected to exceed 13 million kilowatts, potentially becoming the first offshore wind power base in the country to surpass 10 million kilowatts, providing clean electricity for 10 million households in the Greater Bay Area annually [2].

Core Insights - The Hai Ling Island International Wind Energy Conference was held in Yangjiang, Guangdong, focusing on offshore wind power applications, technological innovation, green energy industry, and zero-carbon economy development [1][3] - Yangjiang has established a total installed capacity of 6 million kilowatts for offshore wind power, ranking second in China and significantly contributing to Guangdong's energy landscape [1][3] - As of April 2023, China's cumulative installed offshore wind power capacity reached 43.51 million kilowatts, accounting for over half of the global total [3] Group 1 - Yangjiang is positioned as a leader in the offshore wind power industry, having built a comprehensive industrial chain that includes resource development, equipment manufacturing, research and design, testing, operation management, and integrated services [1][3] - The high-quality development of the offshore wind power industry requires breakthroughs in materials, structures, and operations, emphasizing the need for a reliable lifecycle assurance system [3] - The Guangdong power grid is committed to creating a new power system that facilitates the full consumption of offshore wind power across provinces, aiming to build an "electricity highway" for industry development [4] Group 2 - The conference included the inauguration of the Guangdong (Yangjiang) Green Energy Demonstration Industrial Park and the establishment of the Guangdong (Yangjiang) Wind Power Industry Alliance [5] - China Huadian Group plans to enhance its investment and industrial layout in offshore wind power, focusing on comprehensive development and integration with the marine economy [3]