中国企业联合会党委书记、常务副会长兼理事长朱宏任在作《面向"十五五"中国制造企业的转型与跃 迁》主旨演讲时指出，制造业是建设现代化产业体系、巩固实体经济根基的核心。中国制造业企业在世 界500强中的占比持续提升，展现了坚实实力。他强调，推进新型工业化必须聚焦智能制造，尤其要发 挥人工智能、物联网等技术的赋能作用，促进传统产业转型升级。同时，需以产业链协同推动大中小企 业融通发展，构建良性产业生态。面向"十五五"，企业应统筹基础能力与创新攻关，强化标准引领与人 才培养，通过人工智能激活工业新动能，共同推动制造业高质量发展。 中国能建（601868）首席专家万明忠在发表《协同创新驱动产业焕新加速建设新型能源体系》主题演讲 时指出，能源电力是新型工业化的核心动力，发展新能源与储能是必然选择。中国能建牵头百余家产业 链合作伙伴，以"研投建营数"一体化模式，引领压缩空气储能工程化、规模化、产业化进程，带动相关 产业转型升级，系统推进新技术、新场景、新模式、新产业（300832）融合发展。未来，中国有望通过 发展新能源实现弯道超车，开启新能源发展"黄金十五年"和万亿级新赛道，引领三次能源革命。需通过 产业链协同创新，推动 ...

1. 《求是》杂志发表习近平总书记重要文章《扩大内需是战略之举》。文章指出，扩大内需既关系经济稳定，也关系经济安全，不是权宜之计，而是战略 之举。 实施扩大内需战略，是保持我国经济长期持续健康发展的需要，也是满足人民日益增长的美好生活的需要。要加快补上内需特别是消费短板，使 内需成为拉动经济增长的主动力和稳定锚。 1. 中国11月经济"成绩单"出炉。国家统计局公布数据显示，11月份，全国规模以上工业增加值同比增长4.8%，服务业生产指数同比增长4.2%，社会消费 品零售总额同比增长1.3%。 1-11月份，全国固定资产投资同比下降2.6%，其中，制造业投资增长1.9%，房地产开发投资下降15.9%。11月全国城镇调查 失业率持平于5.1%。 2. 国家统计局公布11月房价数据，70城房价环比总体下降、同比降幅扩大。 二手房价格方面，70城二手房价格全部下跌，其中一线城市降幅扩大0.2个百 分点至1.1%，二、三线城市均下降0.6%。新房价格方面，一线城市新房价格环比下降0.4%，降幅比上月扩大0.1个百分点，二、三线城市环比降幅均收窄 0.1个百分点。 3. 商务部等六部门印发《促进服务外包高质量发展行动计划 ...

有序推进项目 在北京林业大学雄安校区建设现场，一期工程一组团33栋建筑自2025年4月开工以来进展顺利，已 完成地下结构施工，预计年底前实现主体结构全面封顶，二组团也于近期启动建设。校区规划建设指挥 部综合管理部部长郭乙言告诉记者："我们将确保工程高质量推进，预计2027年9月实现开门办学。" 不只是北京林业大学，北京交通大学、中国地质大学（北京）、北京科技大学的雄安校区也在加紧 建设。中国华能和中国中化是雄安新区首批疏解央企，加上2024年10月迁入的中国卫星网络集团有限公 司，目前已有3家央企总部正式迁驻雄安新区，中国矿产资源集团有限公司总部项目封顶后正有序施 工。此外，雄安北海幼儿园、雄安史家胡同小学、北京四中雄安校区开学纳新，雄安宣武医院已开诊。 由此可见，首批疏解项目正形成示范效应。 清单内疏解稳步推进，市场化疏解加快布局。在雄安新区启动区互联网产业园片区，中国移动（雄 安）智慧城市科创中心、中国联通雄安互联网产业园、中国电信智慧城市产业园等一批市场化疏解项目 建成投用。随着雄安新区进入大规模建设与承接北京非首都功能疏解并重阶段，疏解央企充分发挥产业 基础好、带动能力强以及资金人才充足等优势，由早期 ...

证券日报网讯 12月10日，中国能建在互动平台回答投资者提问时表示，公司始终坚守能源电力、水利 主责主业，全面推进精益管理、强化运营管控，不断提升发展质量，2025年前三季度，管理费用同比下 降3.64%，利息费用同比下降4.51%；由于加大市场开发、业务规模扩大等因素，销售费用和财务费用 有所增加，但两者在营收中的占比分别下降约0.02个百分点和0.09个百分点。关于公积金缴存和企业年 金，公司严格按照国家规定和财务会计政策进行处理。公司将继续加大科技创新和产业创新，提升盈利 水平和投资价值，更好回报全体股东。 （编辑 王雪儿） ...

招金黄金（000506）(000506.SZ)公告，为充分利用斐济当地太阳能资源，公司控股子公司斐济瓦图科 拉金矿有限公司(简称"瓦图科拉金矿")与深圳能源（000027）签署《购电框架协议：斐济Vatukoula金矿 光储微网项目》。 ...

全球最大资产管理公司贝莱德预计人工智能将在 2026 年继续主导市场，但同时预测投机性交易和杠杆 操作将加剧市场风险、可能导致投资者经历类似上月大幅抛售的动荡行情。 贝莱德欧洲、中东和非洲地区基础股票首席投资官海伦・朱厄尔 (Helen Jewell) 表示，AI 相关投资的回 报将保持上升趋势，但期间可能出现对行业估值或前景的疑虑，导致股价波动。她表示："我是否预期 AI 增长回报呈上升趋势？是的，这些是由拥有巨额现金的企业推动的惊人资本支出。" 但她同时表 示："我是否认为这一过程会颠簸起伏？同样是的。" 她指出，市场拥挤和杠杆是导致市场波动的关键 原因。 就在过去的 11 月，市场对企业为争建新数据中心而过度支出的担忧，引发了美国股市数月来最大幅度 的回调。与此同时，对冲基金也正以接近纪录水平的杠杆进行交易，这增加了市场风险 —— 如果资产 价格下跌迫使他们为满足贷款方要求而清算头寸以换取现金，可能导致快速而猛烈的短期抛售。 朱厄尔表示，她正在增持欧洲能源和电力基础设施类股的仓位，例如西门子能源公司，因为 AI 热潮和 争建新数据中心的浪潮提升了对涡轮机、电网技术和清洁能源的需求。 尽管对 AI 是否存 ...

会上，华电科工发布最新数智化成果——"智坤"系列开发平台、"元初"系列数智化工具集以及"人工智能+"能源电力应用成果。该系列成果内容涵盖华电科 工90%的主营业务领域，深度融合自然语言处理、计算机视觉、生成式AI、多模态AI等前沿技术，旨在为能源电力企业数智化转型提供高效解决方案，助力 行业实现降本增效、绿色发展目标。 会议同期还举行了华电科工人工智能实验室揭牌仪式。据悉，该实验室将聚焦人工智能核心技术与能源电力业务场景的深度融合，开展前瞻性、引领性技术 攻关与工程化应用研究，标志着华电科工在构建高水平人工智能研发体系、锻造战略科技力量方面迈出关键一步。 转自：新华财经 新华财经北京12月4日电（记者沈寅飞）4日，由中国华电科工集团有限公司（以下简称华电科工）、北京市科学技术协会创新服务中心联合主办的"人工智 能+"能源电力科创协同产业交流会在京举行。会议以"AI赋能，共探能源电力数智化产业发展新路径"为主题，业内人士共话人工智能与能源电力深度融合的 创新实践与发展方向，探索人工智能创新应用场景。 中国华电科技与数智化部总监严新荣表示，人工智能技术赋能新型电力系统建设，是践行"双碳"目标、破解行业发展瓶颈和提 ...

Core Viewpoint - The actual controller of Baoneng New Energy, Ye Huanneng, faces administrative penalties from the China Securities Regulatory Commission (CSRC) for concealing shareholding arrangements and illegal share reductions, amounting to a total penalty of 37.54 million yuan [1][2]. Group 1: Regulatory Violations - Ye Huanneng's violations began in 2017 when he concealed shareholding arrangements to comply with regulatory requirements for establishing a private bank, transferring 111 million shares (5.11% of total shares) to the then-chairman Ning Yuanxi under a "nominal transfer" arrangement [2][4]. - The CSRC's notice indicated that Ye Huanneng failed to fulfill information disclosure obligations, violating the Securities Law, leading to a warning and a fine of 2 million yuan [4]. Group 2: Financial Implications - In December 2021, due to financial disputes arising from pledged shares, Ning Yuanxi sold 45.6881 million shares without the consent of Baoliwa Group, resulting in a violation involving a 1.1% reduction, with a transaction value of 141 million yuan [4]. - The total amount of illegal gains to be confiscated from Ye Huanneng is 25.5429 million yuan, along with a fine of 10 million yuan for the illegal reduction of shares [4]. Group 3: Company Governance Issues - The governance issues within Baoneng New Energy have been accumulating, with Ye Huanneng, Ning Yuanxi, and former general manager Wen Hui being seen as a governance "iron triangle" for over 20 years [5]. - The stock price decline during the shareholding arrangement led to Ning Yuanxi incurring over 70 million yuan in margin calls, which Ye Huanneng refused to cover, resulting in further disputes [5]. Group 4: Business Performance - Despite industry cycle impacts, Baoneng New Energy's revenue is projected to drop to 7.904 billion yuan in 2024, with a net profit of 706 million yuan [6]. - In the first three quarters of 2025, the company reported significant recovery, achieving revenue of 6.754 billion yuan, a year-on-year increase of 10.61%, and a net profit of 821 million yuan, with a growth rate of 38.62% [6].

Group 1 - The core theme of the event hosted by China National Development Investment Corporation (国投集团) is to enhance the brand influence of its listed companies in the capital market [1] - The event is part of the efforts to improve the quality of state-owned enterprises as mandated by the State-owned Assets Supervision and Administration Commission [1] - The focus on technological innovation and industry development is emphasized as a strategy to strengthen the quality and brand value of listed companies [1][3] Group 2 - The new quality productivity, characterized by high technology, efficiency, and quality, is a significant strategic layout during the 14th Five-Year Plan [2] - China National Development Investment Corporation has been actively supporting the development of new quality productivity in four major business sectors: energy, digital/technology, health, and industrial finance [2] - The acquisition of Fengle Seed Industry by 国投集团 has led to advancements in breeding technology and the introduction of high-quality rice varieties [2] Group 3 - 国投电力 is advancing the development of integrated water, wind, and solar energy projects to promote green and low-carbon energy transformation [3] - 神州高铁 is focusing on technological innovation and has established a sustainable competitive advantage through strong R&D investment and patent strategies [3] - The company aims to act as a long-term, patient, and strategic capital player in the market, enhancing the recognition and value of its listed companies [3] Group 4 - 国投集团 is enhancing the investment value of its listed companies through refinancing, mergers and acquisitions, and increasing dividends [4] - In March, 国投电力 completed a non-public offering of 7 billion yuan to fund the construction of hydropower stations, reinforcing its clean energy strategy [4] - The acquisition of Ying Shuang Technology by 亚普股份 marks a significant step towards transitioning into the key components of the new energy vehicle sector [4] Group 5 - 国投丰乐 plans to focus on corn and rice seed sectors while seeking acquisitions in soybean and vegetable sectors to strengthen its position [5] - The company will leverage biotechnology, capital support, resource integration, and research talent to empower its growth [5] - 国投智能 aims to invest in quality enterprises along the industrial chain through its CVC fund to integrate resources effectively [5]

Core Insights - Institutional research activity remains high, with 254 listed companies disclosing investor research records this week, and over 80% of these companies achieved positive returns [1] - Notable performers include Hai Xin Food with a 45.4% increase, Tongyu Communication with a 39.1% increase, and several others exceeding 20% [1] Group 1: Jerry Holdings - Jerry Holdings received attention from 168 institutions this week, focusing on its gas power generation business and competitive advantages in the field [2] - The company has developed a comprehensive product system for gas power generation, including gas turbine generator sets and energy storage equipment, and has secured over $100 million in sales orders for data center generator sets in North America [2] - Jerry Holdings aims to expand its application areas and secure new orders to meet diverse global energy demands [2] Group 2: Fule New Materials - Fule New Materials attracted 106 institutional inquiries regarding its third-generation electronic skin, which integrates flexible materials, chips, algorithms, and large models [3] - The company has transitioned from a material supplier to a provider of intelligent sensing solutions, achieving significant advancements in tactile sensing technology [3][4] - The third-generation system features ultra-high resolution and advanced algorithms that enable it to interpret tactile information intelligently [3] Group 3: Century Huatong and Kaiying Network - Century Huatong received inquiries from 96 institutions, with a focus on its outlook for the gaming industry and core competitiveness [5] - The company emphasizes the importance of gaming in driving technological advancements and aims to connect a broader digital world through its products [5][6] - Kaiying Network engaged with 87 institutions, discussing its strategic investment in Century Huatong and the financial implications of its stock holdings [6] - The company plans to maintain its investment in Century Huatong to enhance collaboration in IP and brand development, without short-term plans to sell its shares [6]