【跟踪牛人动态】超3000名"专业选手"如何调仓？最牛选手单只标的浮盈超400% 【头条要闻】 美股"过山车式"大跳水！标普创4月来最惨一日，降息疑虑与避险情绪笼罩市场 美股周四高开低走并大幅收跌。道指与纳指均出现超1100点宽幅震荡。市场继续评估英伟达的财报以及 延迟发布的美国9月非农数据。同时投资者已不再预期美联储12月再次降息。美股分析师Hannah Erin Lang表示，美股大幅高开后迅速转跌，动能丧失的首要原因是人工智能的提振似乎是短暂的。尽管英 伟达的财报似乎恢复了对AI交易的一些信心，但这种信心提振仅是昙花一现，信息技术板块今天在标 普500指数中领跌。 9月"迟到"非农数据超预期 美联储内部分歧难消 12月降息的可能性继续下降 数据显示，美国9月季调后非农就业人口新增11.9万人，预期5万人。美国9月平均每小时工资年率 3.8%，预期3.7%，前值由3.7%修正为3.8%；9月平均每小时工资月率0.2%，预期0.3%，前值由0.3%修 正为0.4%。失业率数据则表现不佳，9月失业率为4.4%，预期4.3%，前值4.3%。美联储政策制定者现在 面临的重大决策是：就业市场这种方向不确定的信号，能 ...

Core Insights - The article discusses the achievements and developments of Dalian's capital market during the "14th Five-Year Plan" period, highlighting its role in supporting industrial upgrades and economic growth in the region [13][14]. Group 1: Market Growth - As of the end of Q3 2025, Dalian has 29 domestic listed companies, an increase of 31.82% from 22 companies at the end of 2020 [2]. - The total market capitalization of Dalian's listed companies reached 457.67 billion yuan, reflecting a growth of 14.62% from 399.28 billion yuan at the end of 2020 [3]. - The total operating revenue of Dalian's listed companies amounted to 398.51 billion yuan in the first three quarters of 2025, marking a 37.07% increase compared to 200.72 billion yuan in the first two quarters of 2020 [3]. Group 2: R&D Investment - In 2024, Dalian's listed companies invested a total of 5.75 billion yuan in R&D, which is a 74% increase from 3.30 billion yuan in 2020 [7]. Group 3: Key Companies - As of the end of Q3 2025, Hengli Petrochemical (600346) had a market capitalization of 120.65 billion yuan [9]. - Hengli Petrochemical reported revenue of 236.40 billion yuan in its 2024 annual report [10]. - Guodian Power (600795) achieved a net profit of 9.83 billion yuan according to its 2024 annual report [12]. Group 4: Capital Market Innovations - Dalian's capital market has facilitated significant projects, including the first stock swap merger in the domestic port industry and the successful issuance of technology innovation corporate bonds [13][14]. - The capital market has played a crucial role in integrating innovation resources and supporting key industries, particularly in the port and petrochemical sectors [14][15]. Group 5: Financial Support for Agriculture - Dalian's capital market has implemented financial tools like "insurance + futures" to support agricultural development, benefiting over 300,000 farmers with a total insurance amount exceeding 3 billion yuan [18]. Group 6: Regulatory Measures - Dalian's regulatory bodies have strengthened risk prevention measures, focusing on compliance and the elimination of illegal financial activities [19][20]. - The Dalian Securities Regulatory Bureau has actively pursued enforcement actions against violations, ensuring a stable financial environment [19].

Industry News - The Ministry of Finance and the Ministry of Industry and Information Technology have released a draft for public consultation regarding the procurement standards for new energy vehicles, emphasizing non-discriminatory treatment of suppliers and strict adherence to contract specifications for vehicle parameters and configurations [2] - China's first green hydrogen coal chemical project has commenced full market operation, with an expected annual hydrogen production of 705,900 cubic meters, which will reduce carbon dioxide emissions by 13,880 tons [2] - Over 510 green mines have been established at the provincial level or above in China, including 1,054 national-level green mines, accounting for 40.8% of licensed operating mines, achieving significant results in resource conservation and ecological restoration [2] - The steel, cement, and aluminum smelting industries are set to complete their first carbon emission quota clearance by the end of this year, as per the newly released quota distribution plan for 2024 and 2025 [2] Regional Developments - The Yangtze River Delta has achieved 180.8 billion kilowatt-hours of inter-regional electricity exchange, surpassing its annual target ahead of schedule, with an 8.26% increase compared to the previous year [3] - The implementation plan for the national carbon peak pilot in the Qiannan High-tech Industrial Development Zone has been released, aiming for a low-carbon, efficient modern phosphate chemical industry by 2030 [3] Energy Projects - Shanxi Province has initiated a bidding process for new energy projects, with a total mechanism electricity scale of 55.06 billion kilowatt-hours, including 14.17 billion kilowatt-hours from wind power and 40.89 billion kilowatt-hours from solar power [4] International Developments - Japan is expected to approve the restart of its largest nuclear power plant, the Kashiwazaki-Kariwa Nuclear Power Plant, with only one of its seven reactors set to resume operation [5] - Egypt has signed a nuclear fuel procurement agreement with Russia for the Dabaa Nuclear Power Plant, ensuring fuel supply for the first reactor [5] Corporate News - China Nuclear Engineering Corporation has reported new contracts totaling 123.84 billion yuan and cumulative operating revenue of 81.33 billion yuan as of October 2025 [7]

进驻期间，8个例行督察组分别设立专门值班电话和邮政信箱，受理被督察对象生态环境保护方面的来 信来电信访举报。 对北京、天津、河北、山东、河南、安徽、江苏、浙江等8省（市）开展大运河生态环境保护专项督 察。对北京、天津、河北3省（市）开展例行督察时，将大运河文化保护传承利用和生态环境保护作为 督察重点。 2个专项督察组，分别负责江苏、浙江、安徽3省，山东、河南2省，进驻时间两周左右。 记者19日从生态环境部获悉：第三轮第五批10个中央生态环境保护督察组全部实现督察进驻。 其中，8个例行督察组，分别对北京、天津、河北3省（市），中国华电集团有限公司、国家能源投资集 团有限责任公司、鞍钢集团有限公司、中国宝武钢铁集团有限公司、中国中煤能源集团有限公司5家中 央企业开展例行督察，进驻时间一个月。 （文章来源：人民日报） ...

Core Viewpoint - Longyuan Power Group Co., Ltd. has announced the issuance of its eighth and ninth phases of ultra-short-term financing bonds, aimed at refinancing existing debt and supplementing working capital [1][4]. Group 1: Financing Authorization - The company received authorization from its shareholders on June 17, 2025, to apply for and issue debt financing instruments with a total new scale not exceeding RMB 500 billion (including 500 billion) [1][4]. - Additionally, the company can register debt financing instruments with a total new scale not exceeding RMB 800 billion (including 800 billion) through the China Interbank Market Dealers Association [1][4]. Group 2: Fund Utilization - The funds raised from the eighth phase of ultra-short-term financing bonds, issued on November 19, 2025, are intended for replacing existing interest-bearing debt and supplementing working capital [2]. - The funds from the ninth phase of ultra-short-term financing bonds, also issued on November 19, 2025, are aimed at supplementing daily working capital and repaying interest-bearing debts of the issuer and its subsidiaries [5].

国内港口行业首例上市公司换股吸并项目成功落地大连、大连首单交易所市场科技创新公司债券顺利发 行，"十四五"期间，大连资本市场蹄疾步稳、亮点纷呈。资本赋能产业升级，金融激活发展动能。一系 列突破性举措与进展，既为企业科技创新、产业转型升级注入强劲金融活水，更以坚实支撑助力大连区 域性金融中心建设提质增效。 党的二十届四中全会锚定"十五五"时期经济社会发展目标任务，就建设现代化产业体系、推进高水平科 技自立自强、构建高水平社会主义市场经济体制等作出战略部署，为资本市场深化改革指明方向、划定 坐标。面向"十五五"新征程，大连资本市场将主动融入辽宁经济社会发展大局，紧扣"防风险、强监 管、促高质量发展"工作主线，持续激活市场枢纽功能，支持新业态规范健康发展，加快培育新质生产 力增长动能，以金融赋能实效为区域经济高质量发展添砖加瓦。 资本加持助力产业提质升级 资本市场是产业升级的核心金融引擎，大连立足区域产业禀赋，以资本为纽带整合创新资源，为重点产 业、重大项目精准输血，推动地方经济高质量发展。 目前，辽宁省首个"全球独角兽"企业融科储能正全力冲刺科创板申报，资本将持续助力其全钒液流电池 储能技术创新突破。 债券市场创 ...

Core Viewpoint - The enthusiasm for ESG (Environmental, Social, and Governance) practices in the A-share market remains strong, with 36 companies disclosing or updating their ESG management systems by November 20, indicating a shift from compliance to proactive engagement in ESG practices [1] Group 1: ESG Practice Development - A-share listed companies are increasingly integrating ESG practices across various industries, with a notable rise in the number of companies publishing sustainability reports, reaching 2,462 by April 30, 2025, a 5.72 percentage point increase from the previous year [2] - The proactive awareness of ESG among A-share companies is growing, focusing on institutional frameworks, digital capabilities, and value creation [2][3] Group 2: Institutional Framework - More A-share companies are embedding ESG principles into their strategic frameworks, establishing a three-tier governance structure that includes the board, management, and execution levels [3] - By 2025, 185 A-share companies have disclosed their ESG management systems, promoting standardization in ESG governance [3] Group 3: Digitalization and Value Creation - A-share companies are leveraging technologies like big data, AI, and blockchain to enhance their ESG management capabilities, improving accuracy and efficiency in areas such as carbon emissions accounting and supply chain risk monitoring [3] - ESG is becoming a crucial link between companies and capital, with 500 ESG-related indices in the A-share market, 91% of which have seen gains this year, indicating that companies with strong ESG performance attract more capital [4] Group 4: Market Ecosystem - The development of ESG practices is supported by a robust market ecosystem involving policies, capital, and intermediary institutions, with regulations mandating the disclosure of sustainability reports [5] - The issuance of green bonds has surged, with 316 green bonds issued this year, totaling 256.74 billion, marking a 22.48% increase in quantity and a 20.83% increase in scale compared to the previous year [6] Group 5: Future Directions - The future of ESG practices in China is expected to focus on product innovation, expanding from single tools to comprehensive solutions, and increasing participation from individual investors [7]

联盟还联合成立能源电力院士协同创新中心，在量子量测、无线传能、人工智能、电碳协同等前沿技术 方面展开深度合作，打造零碳文旅、零碳口岸、零碳园区等示范。同时，筹建中国—东盟能源学院等平 台，将与周边国家联合开展人才培养和技术创新，融入全球能源治理大格局。 广西的绿色实践为全球气候治理提供可借鉴的 "中国方案"，活动期间获得各国代表广泛关注。(完) 在推动能源结构绿色转型方面，广西积极推动新能源"应并尽并"，促进市场主体更多使用绿电。中国首 座大容量钠离子电池储能电站的投运，有效提升系统调节能力和新能源消纳水平。目前广西已形成风光 水火核储全品类电源的多元供给格局，新能源装机占比居中国南方区域首位，非化石能源发电量占比达 85%，相当于每4度电中就有3度是"零碳电"。 联盟成员紧密合作，共同推进以清洁低碳为核心特征的新型电力系统建设。应用全球首款电力系统智能 仿真专业大模型，为低碳网架提供精确规划支撑，电网节能设备占比提升8.4%，构建全链条绿色供应 体系。 在绿色消费生态圈建设方面，广西集中式风电光伏全量入市，绿电在更大范围内实现优化配置。同时积 极推动虚拟电厂、车网互动等新业态发展，建成充电桩逾1.9万支，覆 ...

Northland Power (OTCPK:NPIC.F) 2025 Investor Day November 20, 2025 09:30 AM ET Company ParticipantsToby Edmonds - EVP of Offshore RenewablesAdam Beaumont - Head of Capital MarketsRebecca Teltscher - Portfolio ManagerMadison Goshani - Senior Specialist of Global CommunicationRob Hope - Director of Equity ResearchIan Pearce - Chair of BoardChristine Healy - CEOPierre-Emmanuel Frot - EVP of Project Management OfficeJeff Hart - CFOSean Steuart - Managing DirectorCalvin McCormick - EVP of AmericasConference Call ...

工程195千米线路穿越大龙池国家森林公园、巴音布鲁克草原等多个生态红线区域，国网新疆电力有限 公司科学优化路径避开敏感区域，将作业面移至无人区。"90%铁塔比常规高出30多米，虽增加建设成 本，但为原始云杉预留百年生长空间。"李俊表示，工程采用全方位不等高基础、索道架设减少土石方 开挖，跨区域用无人机展放导引绳避免植被破坏，施工后还将通过覆盖防晒网、播撒草籽等方式恢复生 态，实现建设与保护协同推进。 据介绍，工程预计2028年投运，届时将进一步补强环天山西段750千伏大环网，助力南北疆电力互供、 水火风光互补。(完) 中新网乌鲁木齐11月20日电 (张杨 滚艳 阿音格 孙锐航)11月20日，新疆伊犁—库车Ⅱ回750千伏输变电 工程正式开工，标志着新疆将新增一条贯通天山南北的电力大动脉，工程建成后南北疆电力互济能力将 提升290万千瓦，为区域能源优化配置注入强劲动能。 作为国家"十四五"电力发展规划重点工程、新疆环天山西段750千伏环网重要组成部分，该工程起于伊 犁尼勒克县750千伏伊犁变电站，止于阿克苏库车市750千伏库车变电站，途经伊犁哈萨克自治州、兵团 第四师等多地，全线海拔跨度700至3750米，新建铁 ...