自然资源部近日发布数据显示，经初步核算，今年上半年我国海洋生产总值达5.1万亿元，同比增长 5.8%。在海洋经济诸多板块中，海湾经济是极具活力的增长点。中央财经委员会第六次会议强调，加 强海湾经济发展规划研究，有序推进沿海港口群优化整合。我国拥有150多个10平方公里以上的海湾， 形成了环渤海、环杭州湾、粤港澳三大湾区，以及上百个各具特色的中小湾区。这些湾区港口设施完 善、临港产业多元、生态环境优越，为发展海湾经济提供了坚实依托。 创新体制机制，助力临港产业协同联动发展。科学编制发展规划，明确运输业、装备制造业、新能源产 业等重点领域的发展目标，统筹配置资本、技术、市场等要素资源。发挥政产学研合力，构建政府搭设 平台、企业提出需求、高校开展攻关的创新链条，有效提升临港产业技术水平。强化智力支撑，建立政 校企人才交流机制，通过互派技术骨干挂职锻炼等方式，培养兼通管理和技术的复合型人才，为产业协 同发展提供根本保障。 （文章来源：经济日报） 不过，一些短板也应得到重视。比如，部分港口重复建设率偏高，航运服务内容趋同，同质化竞争现象 突出；部分地区文化产业发展滞后，过分依赖景区门票等初级文化产品，未能深入挖掘海湾文 ...

Group 1: Cloud Computing Index - The index focuses on the cloud computing industry, covering various computing devices and services related to cloud computing, big data services, and related hardware stocks [4] - As of the midday close, the index experienced a change of 2.1% [4] - The rolling price-to-sales ratio of the index is 4.5 times, with a valuation of 98.39 since its launch [4] Group 2: Innovative Drug ETF - The ETF tracks the Hang Seng Hong Kong Stock Connect Innovative Drug Index, focusing on the innovative drug industry [5] - As of the midday close, the index saw an increase of 3.7% [5] - The rolling price-to-earnings ratio is 57.7 times, reflecting the valuation since its launch in July 2023 [5] Group 3: New Energy ETF - The ETF follows the CSI New Energy Index, encompassing the new energy industry chain, including lithium batteries, photovoltaics, wind power, hydropower, and nuclear power [5] - The index recorded a rise of 5.0% as of the midday close [5] - The rolling price-to-sales ratio stands at 47.3 times, with a significant valuation increase of 79.1% since its inception [5]

AI基金尚正新能源产业混合A（015732）披露2025年半年报，上半年基金利润179.49万元，加权平均基金份额本期利润0.0493元。报告期内，基金净值增长 率为8.47%，截至上半年末，基金规模为2356.47万元。 该基金属于偏股混合型基金，长期投资于先进制造股票。截至9月3日，单位净值为0.704元。基金经理是张志梅和石竟成。 基金管理人在半年报中表示，展望未来，我们相信"反内卷"对具备持续技术研发和产品创新能力的企业将是长期的利好，对于引领全球新能源产业发展的诸 多优秀企业而言，当前正处于构筑全球品牌影响力的关键阶段，国内市场竞争格局的优化也将反哺其海外市场的拓展，"内忧"问题缓解的同时，我们也期待 这些企业在海外市场能够获得更好的成长，真正实现企业盈利端的"反内卷"。 投资维度，我们认为除了核聚变等个别颠覆式技术外，围绕构建未来全球低碳能源系统的基本技术要素已经趋于成熟，随着新能源产业的爆发式发展阶段已 经过去，新的发展阶段需要以更适合的投资范式来匹配，我们将在这方面保持探索。 截至9月3日，尚正新能源产业混合A近三个月复权单位净值增长率为10.96%，位于同类可比基金154/171；近半年复权 ...

AI基金泓德新能源产业混合发起式A（018029）披露2025年半年报，上半年基金利润46.87万元，加权平均基金份额本期利润0.0444元。报告期内，基金净值 增长率为6.4%，截至上半年末，基金规模为775.64万元。 该基金属于偏股混合型基金，长期投资于先进制造股票。截至9月3日，单位净值为0.858元。基金经理是孙泽宇，目前管理4只基金。其中，截至9月3日，泓 德新能源产业混合发起式A近一年复权单位净值增长率最高，达50.93%；泓德泓益量化混合A最低，为33.99%。 基金管理人在中期报告中表示，上半年经济运行总体平稳，在以旧换新政策带动消费、专项债靠前发力带动投资、抢出口和抢转口带动出口的支撑下，GDP 实现了5.3%的同比增速，在复杂的外部环境下展现较强韧性，高质量发展取得积极进展，为完成全年目标打下了较好的基础。但是出口和消费作为上半年 经济较强表现的主要拉动因素，其在下半年面临一定的不确定性，政策端是否择机进行有效刺激以应对下半年经济动能不足，有待跟踪。 截至9月3日，泓德新能源产业混合发起式A近三个月复权单位净值增长率为27.97%，位于同类可比基金39/171；近半年复权单位净值增长率为 ...

AI基金景顺长城新能源产业股票A类（011328）披露2025年半年报，上半年基金利润1.63亿元，加权平均基金份额本期利润0.0739元。报告期内，基金净值 增长率为7.2%，截至上半年末，基金规模为23.7亿元。 该基金属于标准股票型基金，长期投资于先进制造股票。截至9月3日，单位净值为1.357元。基金经理是杨锐文和曾英捷。 基金管理人在中期报告中表示，行业拐点已近在眼前，政府引导的反内卷只是助推器，并不会改变趋势本身，只是加快出清的速度和提升长期的盈利高度。 因此，我们当前的研究重点聚焦于新能源反内卷中的结构性机遇——这既是在行业拐点前夜的前瞻布局，更是对"劣质产能出清+优质技术溢价"产业逻辑的 深度践行。 截至9月3日，景顺长城新能源产业股票A类近三个月复权单位净值增长率为20.35%，位于同类可比基金28/44；近半年复权单位净值增长率为13.35%，位于 同类可比基金29/44；近一年复权单位净值增长率为62.48%，位于同类可比基金7/44；近三年复权单位净值增长率为-1.99%，位于同类可比基金8/32。 通过所选区间该基金净值增长率分位图，可以观察该基金与同类基金业绩比较情况。图为坐标原点 ...

Core Insights - The article highlights a significant transformation in China's urban development landscape, characterized by the rise of third-tier cities that are driving a shift from a centralized to a decentralized economic model [1][2]. Group 1: Economic Development Trends - Third-tier cities like Urumqi, Lanzhou, and Zhongshan are emerging as key players, leveraging unique development paths and innovative practices to enhance their economic capabilities [1]. - The "New First-tier City Charm Rankings" reveal that 70 cities are experiencing notable economic growth due to their differentiated positioning [1]. Group 2: Regional Highlights - In North China, cities like Handan and Tangshan are collaborating to upgrade regional industries through green transformation and high-end equipment manufacturing [2]. - Huzhou in the Yangtze River Delta is capitalizing on the digital economy, showcasing strong latecomer advantages, while Fuyang is making its mark with modern agriculture [2]. Group 3: Notable City Developments - Urumqi is positioned as a pivotal hub for the "dual circulation" strategy, with a projected cross-border trade volume exceeding 80 billion RMB in 2025, supported by a national logistics hub [6]. - Shantou has advanced to 16th place in the rankings, driven by its "Digital Overseas Chinese Town" strategy, achieving a trade volume of 54 billion RMB in 2025 [8]. - Lu'an has surpassed Changde by establishing a national-level AI industrial park, capturing 12% of the global photovoltaic glass market share [10]. Group 4: Overall Impact - The rise of these third-tier cities signifies a quiet revolution reshaping China's economic geography, contributing to a more balanced, diverse, and dynamic urban development era [10].

Core Viewpoint - The article discusses various tax relief policies aimed at supporting the renewable energy industry in China, including VAT exemptions and reductions, corporate income tax relief, and additional deductions for R&D expenses. Group 1: VAT Policies - Small-scale taxpayers in the renewable energy sector with monthly sales below 100,000 yuan are exempt from VAT [3] - Taxpayers in the renewable energy sector can have their taxable sales income subject to a 3% VAT rate reduced to 1% [3] - Taxpayers can also have their pre-paid VAT projects subject to a 3% pre-payment rate reduced to 1% [3] Group 2: Corporate Income Tax Policies - For technology transfer income not exceeding 5 million yuan within a tax year, renewable energy enterprises are exempt from corporate income tax; income exceeding this amount is taxed at half the rate [4] - Small and micro-profit enterprises in the renewable energy sector are subject to a 20% corporate income tax rate on their taxable income [5] - High-tech enterprises in the renewable energy sector benefit from a reduced corporate income tax rate of 15% [5] Group 3: R&D Expense Deductions - Renewable energy enterprises can deduct 100% of R&D expenses that do not form intangible assets from their taxable income, effective from January 1, 2023 [6] - For R&D expenses that form intangible assets, companies can amortize 200% of the cost for tax purposes [6] Group 4: Additional Tax Relief - Small and micro enterprises in the renewable energy sector can enjoy a 50% reduction in various taxes, including resource tax (excluding water resource tax), urban maintenance and construction tax, property tax, and land use tax [7] - Enterprises that have already benefited from other tax relief policies can still apply for the "six taxes and two fees" reduction, which is an additional benefit on top of existing exemptions [7]

"苏超"进行到99天，常州队破门了，在"百日"之前，像极了常州这座城市的新能源产业披荆斩棘之旅， 从2009年入局，到2024年产值新能源产值突破8500亿元，常州的坚韧，总会迎来曙光。 产业为基，生态闭环全国领先 市民可以在文化广场体验智能光伏瓦、户用储能系统、智能电动車、光储充一体化站等前沿产品，也可 以通过线上全景展一键直联企业展台。这种"展、会、赛、娱"一体化的模式，正是常州推动"赛事流 量"转化为"产业能量"的积极探索。 "这不是简单的'展会+赛事'叠加，而是一场从场景到体验的系统性创新。"博览会筹备组负责人介绍通 过扫码打卡生成"碳护照"、参与抽奖，观众的热情得以从球场延伸至展区，这种"看球、逛展、体验、 消费"的一站式模式，正是常州探索"赛产融合"新路径的生动实践。 常州新能源产业的底气，来自坚实的产业基础。 2024年，常州新能源产业规模占规上工业产值比重近半，产业集聚度位列全国第三，投资热度连续三年 全国第一。 从常州出发，可以清晰地描摹出一条全国领先的"发、储、送、用、网"产业闭环。天合光能，先后30次 刷新世界效率纪录，向世界"发电"；锂电行业"灯塔工厂"江苏时代，"储能"冠绝全球；西电 ...

Group 1 - Binzhou ranks 84th in the 2025 China Top 100 Cities list, reflecting its robust development and comprehensive strength [1] - The ranking considers both hard economic indicators like GDP and soft factors such as environment and culture, showcasing the city's overall potential [1] - In 2024, Binzhou signed 460 industrial projects and achieved 127.5% of the annual investment plan for 683 key projects, indicating strong economic performance [1] Group 2 - Binzhou has been recognized for its governance model, being selected as a national model for legal government construction, and has consistently ranked high in safety and legal assessments [2] - The city has implemented a "smart and grid-based" management approach, enhancing livability and governance capabilities [2] - Binzhou is ranked 9th in the 2024 China Open Data Index and has been included in the national digital city top 100 for three consecutive years, highlighting its advancements in smart city initiatives [2] Group 3 - Major projects like Jingbo Chemical New Materials and Huaneng Binzhou New Energy are progressing steadily, contributing to the development of new and green industries [3] - Binzhou is focusing on emerging sectors such as low-altitude economy, health care, and new energy materials, indicating a strong start in these areas [3] - The city is advancing its "113388" work system, prioritizing investment attraction, project construction, and industrial economy, with key economic indicators showing significant growth [3]

以下文章来源于证券之星 ，作者陆雯燕 01 财务费用激增"吞噬"利润 证券之星注意到，悦达投资上半年净利增长背后难掩隐忧，公司财务费用激增64.5%，利息支出是归母净利润的约3.7倍，而第二季度的亏损也连累了整体 业绩增长。在聚焦新能源发展的同时，悦达投资上半年短期债务缺口超8亿元，偿债压力明显，资产负债率也攀升至2013年同期以来的高点。如今，重金布 局的新能源业务尚未形成规模盈利，悦达投资的战略转型正面临资金与盈利能力的双重考验。 证券之星 . 证券之星始创于1996年，是国内领先的金融信息及综合服务平台。关注证券之星，即时获取有价值的财经资讯。 2025年半年报显示，悦达投资实现营业收入13.58亿元，同比下降22.01%；对应归母净利润1402.47万元，同比增长27.62%；同期扣非后净利润1193.92万 元，同比增长120.92%，较去年同期扭亏为盈，结束了连续六期中报扣非后净利润为负的局面。 悦达投资表示，营收下滑系上年同期包含已出表上海悦达智行汽车服务有限公司(下称"悦达智行")收入所致。2024年上半年，悦达投资成功转让江苏艾文 德悦达汽车内饰有限责任公司36%股权、悦达智行100%股权， ...