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新浪财经资讯AI速递:昨夜今晨财经热点一览 丨2026年1月2日
Sou Hu Cai Jing· 2026-01-01 23:21
Group 1: Berkshire Hathaway and Warren Buffett - Warren Buffett officially handed over the CEO position of Berkshire Hathaway to Greg Abel after 60 years of leadership, achieving a 19.9% annualized compound return from 1964 to 2024, with a total return exceeding 5.5 million percent, significantly outperforming the market [1] - The company emphasizes that its core culture of long-term investment will continue despite the change in leadership, although the unique public influence and decision-making style of Buffett may change [1] Group 2: Chinese Credit Repair Policy - A new credit repair policy from the People's Bank of China allows individuals with overdue loans of no more than 10,000 yuan from 2020 to 2025 to have their overdue records cleared if repaid by March 31, 2026, aimed at helping those with damaged credit rebuild it efficiently [1] Group 3: Domestic GPU Companies - Shanghai Suiruan Technology has completed its IPO counseling, becoming the last of the "four domestic GPU dragons" to initiate the listing process, focusing on cloud AI chips with its latest products showing outstanding performance [2][6] - The company is collaborating with leading internet firms to advance the construction of AI training clusters, potentially reaching scales of tens of thousands of cards [2] Group 4: U.S. Stock Market and Interest Rate Expectations - The U.S. stock market was closed on New Year's Day, with a significant drop in the market prior due to cooling interest rate cut expectations from the Federal Reserve, which has lowered the probability of a rate cut in January [3] - Market participants are closely monitoring the "January effect" and overall market trends, with differing views on the prospects of a tech-led bull market [3] Group 5: Gold Prices and Market Trends - Gold prices have reached historical highs over 50 times in a year, driven by global economic uncertainty, increased geopolitical risks, and ongoing central bank purchases of gold, as investors seek gold as a key asset for value preservation [4] Group 6: U.S. Dollar Index and Federal Reserve Leadership - The U.S. dollar index ended 2025 with its largest annual decline in eight years, down approximately 8%, with expectations that a dovish successor to Powell could lead to further dollar weakness [5] - The selection of the new Federal Reserve chair will be crucial in determining the dollar's trajectory in 2026, with potential candidates like Hassett and Waller being closely watched [5] Group 7: Commercial Aerospace IPOs - New regulations from the Shanghai Stock Exchange allow commercial aerospace companies with zero revenue and negative profits to apply for IPOs if they meet certain criteria, accelerating the listing process for unicorns in the sector [7] - This move is expected to open up financing channels for the commercial aerospace industry, benefiting major stakeholders like Goldwind Technology and Zhangjiang Hi-Tech [7] Group 8: Fat Donglai Group's Sales Performance - Fat Donglai Group reported sales exceeding 23.5 billion yuan in 2025, significantly surpassing the founder's target of 20 billion yuan, with the supermarket segment contributing over 12.6 billion yuan [8] Group 9: Moutai's Marketing Strategy - The iMoutai platform launched a regular offering of the 1,499 yuan Flying Moutai, marking a shift towards a fully market-oriented marketing system aimed at stabilizing prices and reducing speculation [9] - This strategy includes a product matrix that promotes a diverse range of offerings beyond the flagship Flying Moutai, transitioning the marketing focus from product-driven to consumer-driven [9] Group 10: Nuclear Power Developments - The Zhangzhou Nuclear Power Unit 2 has officially commenced commercial operation, marking the completion of the first phase of the project utilizing China's self-developed third-generation nuclear technology, "Hualong One" [10] - The unit is expected to generate an annual output of 10 billion kilowatt-hours, contributing to energy structure optimization and supporting carbon neutrality goals [10]
陆家嘴财经早餐2026年1月2日星期五
Wind万得· 2026-01-01 22:38
1. 商务部新闻发言人就欧盟碳边境调节机制有关问题答记者问指出,中方注意到,欧盟近日密集发布CBAM相关立法提案与实施细则,包括设定碳 排放强度默认值、计划扩大产品覆盖范围等内容。 其中,欧方无视中国绿色低碳发展取得的巨大成效,对中国产品碳排放强度设定显著偏高的基础 默认值,并将在未来三年内逐年提高,这不符合中国当前实际水平和未来发展趋势,对中方构成不公平、歧视性待遇。欧方有关做法不仅涉嫌违反 世界贸易组织"最惠国待遇"和"国民待遇"等原则,也有悖于《联合国气候变化框架公约》确立的"共同但有区别的责任"原则。 2. 多家车企公布2025年12月份及全年"成绩单"。比亚迪2025年12月新能源汽车销量420398辆,同比下滑约18.2%;全年累计销量4602436辆,同比增长 7.73%,其中海外年销量首次突破100万辆,增长145%。 吉利汽车2025年12月汽车总销量为236817辆,同比增长约13%;全年汽车总销量为3024567辆, 增长约39%。造车新势力们延续交付高峰,鸿蒙智行、蔚来、小米等多个品牌12月销量再创历史新高。全年来看,零跑、小米、鸿蒙智行等品牌凭借成 本、生态等优势重塑竞争格局,零跑以 ...
全球最大“华龙一号”基地一期工程全面投产
Xin Lang Cai Jing· 2026-01-01 13:35
"华龙一号"是我国研发设计的具有完整自主知识产权的三代压水堆核电技术,是我国核电走向世界 的"国家名片",对于我国实现由核电大国向核电强国的历史性跨越具有重要意义。单台"华龙一号"核电 机组年发电量可达100亿千瓦时,可减少二氧化碳排放约816万吨,相当于每年减少标准煤消耗超300万 吨。目前,"华龙一号"已成为全球在运、在建机组总数最多的第三代核电技术,标志着中国核电技术与 综合竞争力跻身世界第一方阵。 作为"十五五"开局之年我国首台建成投产的核电机组,漳州核电2号机组采用我国自主研发设计的"华龙 一号"技术。漳州核电是"华龙一号"批量化建设的始发地,也是全球最大的"华龙一号"核电基地,规划 建设6台"华龙一号"核电机组。目前,漳州核电1、2号机组已投入商业运行;3、4号机组处于土建安装 阶段;5、6号机组正在扎实推进前期工作。基地全面建成后,预计每年可提供约600亿度清洁电能,能 够有效优化福建省"北电南送"的电力格局。 (来源:千龙网) 1月1日,经过168小时满功率连续运行考核,中核集团漳州核电2号机组正式投入商业运行,标志着漳州 核电一期工程全面建成投产,为国家能源结构优化、实现"双碳"目标作出重要 ...
“华龙一号”,有新进展
财联社· 2026-01-01 13:09
今日,中核集团旗下中国核电投资控股的漳州核电项目迎来重大里程碑。 经过严格的168小时满功率连续运行考核验证,漳州核电2号机组 于当日正式投入商业运行。 这标志着漳州核电一期工程(1、2号机组)全面建成并投入商业运营,为国家优化能源结构、实现"双碳"目标 注入强劲的清洁动能。 漳州核电2号机组采用我国自主研发、拥有完整自主知识产权的第三代压水堆核电技术——"华龙一号"。 该技术被誉为中国核电走向世界 的"国家名片",其成功应用与批量化建设,是我国实现从核电大国迈向核电强国历史性跨越的关键支撑。据了解,单台"华龙一号"核电机组 设计年发电量可达100亿度,相当于每年减少标准煤消耗超300万吨,减排二氧化碳约816万吨。 据悉,该基地后续工程也在有序推进中:3号、4号机组目前处于土建和安装施工阶段;5号、6号机组的前期准备工作也在扎实进行中。待 漳州核电基地6台机组全面建成投产后,预计每年可提供清洁电力约600亿 度 。 目前,"华龙一号"技术已成为全球范围内在运和在建机组数量最多的第三代核电技术,标志着中国在先进核电技术领域已跻身世界前列,综 合竞争力达到国际领先水平。 漳州核电基地作为"华龙一号"技术批量化建 ...
“华龙一号”漳州核电2号机组投入商业运行
Sou Hu Cai Jing· 2026-01-01 11:48
单台"华龙一号"核电机组年发电量可达100亿度,可减少二氧化碳排放约816万吨,相当于每年减少标准煤消耗超300万吨。目 前"华龙一号"已成为全球在运、在建机组总数最多的第三代核电技术,标志着中国核电技术与综合竞争力跻身世界第一方阵。 人民网漳州1月1日电 (苏海森)2026年1月1日,经过168小时满功率连续运行考核,中核集团旗下中国核电投资控股的漳州核电2 号机组正式投入商业运行。这是"十五五"开局之年我国首台建成投产的核电机组,也标志着漳州核电一期工程全面建成投产以 及"华龙一号"批量化建设取得重大进展。 已投入商业运行的漳州核电1、2号机组。中核国电漳州能源供图 "华龙一号"是我国研发设计的具有完整自主知识产权的三代压水堆核电技术,是我国核电走向世界的"国家名片",对于我国实 现由核电大国向核电强国的历史性跨越具有重要意义。 漳州核电是全球最大的"华龙一号"核电基地。中核国电漳州能源供图 位于福建省漳州市云霄县的漳州核电是"华龙一号"批量化建设的始发地,也是全球最大的"华龙一号"核电基地,规划建设6台"华 龙一号"核电机组。漳州核电1、2号机组已投入商业运行,其中1号机组已发电超100亿度;3、4号机 ...
回望2025 多个“大国重器”取得新突破 “中国力量”闪耀寰宇
Yang Shi Wang· 2026-01-01 11:20
Group 1 - China's space exploration has achieved significant milestones with the successful launch of the Tianwen-2 asteroid probe, which aims to conduct dual-target exploration of asteroid 2016HO3 and comet 311P [3] - The Long March 3B rocket successfully launched the Tianwen-2 probe, marking a breakthrough in China's planetary exploration capabilities [3] - The successful launch of the Lijian-1 rocket, which deployed nine satellites in a single mission, signifies the scaling up of international business in China's commercial space sector [5] Group 2 - China's manned submersible technology continues to advance, with the Jiaolong submersible completing its first dive in the Arctic region, showcasing a new collaborative underwater operation model [7] - Two ultra-large dredging vessels, Tongjun and Jun Guang, have been launched, featuring the largest dredging capacity in Asia and world-leading loading efficiency [9] Group 3 - The world's largest 26 MW offshore wind turbine has successfully connected to the grid in Shandong, capable of generating up to 100 million kWh annually under optimal conditions [12] - The first unit of the "Hualong One" nuclear power plant in Fujian has successfully connected to the grid, with an expected annual output of 20 billion kWh [14] Group 4 - China's largest diameter shield tunneling machine has been completed and is set for export, featuring advanced intelligent technologies and a diameter of 15.7 meters [15] - The AG600 amphibious aircraft has entered mass production, becoming the world's largest civil amphibious aircraft, enhancing China's aerial rescue capabilities [16] Group 5 - The CR450 high-speed train has set a new record with a speed of 453 km/h, marking a significant advancement in China's high-speed rail technology [17] - The Jiangmen neutrino experiment facility has commenced operations, achieving a major milestone in measuring solar neutrino oscillation parameters with improved precision [18] - The AIMS telescope has successfully measured solar magnetic fields, providing new capabilities for solar observation [19]
中核集团漳州核电2号机组正式投入商业运行
Zheng Quan Shi Bao Wang· 2026-01-01 10:19
人民财讯1月1日电,据科技日报,1月1日,经过168小时满功率连续运行考核,中核集团漳州核电2号机 组正式投入商业运行,标志着漳州核电一期工程全面建成投产。目前,漳州核电1、2号机组已投入商业 运行;3、4号机组处于土建安装阶段;5、6号机组正在扎实推进前期工作。 ...
一期工程全面建成、二期工程加快推进 “华龙一号”成为拉动经济增长“引擎”
Yang Shi Wang· 2026-01-01 08:22
央视网消息:1月1日,全球最大的"华龙一号"核电基地漳州核电2号机组正式投入商业运行,标志着漳州核电一期工程全面建成投产。 1月1日凌晨0点07分,漳州核电"华龙一号"2号机组顺利通过168小时满功率连续运行试验,正式转入商业运行。据了解,漳州核电是"华龙 一号"批量化建设的始发地,漳州核电2号机组投入商业运行标志着漳州核电一期工程全面建成投产。 漳州核电基地计划建设6台"华龙一号"机组,随着一期工程2台全面投产,该基地每年可提供约200亿度清洁电力,相当于减少二氧化碳排 放约1600万吨。 漳州核电基地位于福建省云霄县,地处厦门、漳州、泉州闽南用电负荷中心,每台"华龙一号"年发电量可达100亿度。据介绍,这些电主 要是送到国家电网,再由国家电网送到千家万户,每台机组可以满足100万人口的年度生产生活用电需求。 中核集团漳州核电高级工程师杨亚辉表示,这些电力将优先保障福建南部工业与人口密集区的用电需求。未来6台机组全部建成投产后, 漳州核电基地年发电量预计可达600亿度。 杨亚辉称,漳州核电毗邻广东省,随着闽粤联网工程的投用,漳州核电还具备向广东省输送清洁电能的条件。此外,"华龙一号"不仅能够 发电,还可以就 ...
“华龙一号”漳州核电一期工程全面建成投产
Xin Hua She· 2026-01-01 06:14
新华社福州1月1日电(记者吴剑锋、林善传)1月1日,经过168小时满功率连续运行考核,位于福建漳 州的漳州核电2号机组正式投入商业运行,标志着"华龙一号"漳州核电一期工程全面建成投产。 "华龙一号"是我国研发设计的具有完整自主知识产权的三代压水堆核电技术,对于我国实现由核电大国 向核电强国的历史性跨越具有重要意义。单台"华龙一号"核电机组年发电量可达100亿度,可减少二氧 化碳排放约816万吨,相当于每年减少标准煤消耗超300万吨。目前,"华龙一号"已成为全球在运、核准 在建机组总数最多的三代核电技术。 "在'华龙一号'批量化建设过程中,我们积累了大量成熟的建设和运行经验,通过充分运用经验反馈并 不断优化升级,漳州核电二期工程正朝着'一台比一台好'的目标稳步迈进。"中核国电漳州能源有限公 司党委书记、董事长吴元明说。 (文章来源:新华社) 漳州核电由中核集团旗下中国核电投资控股,是"华龙一号"批量化建设的始发地,也是全球最大的"华 龙一号"核电基地,规划建设6台"华龙一号"核电机组。目前,漳州核电1、2号机组已投入商业运行,其 中,1号机组已发电102亿度;3、4号机组处于土建安装阶段;5、6号机组正在扎实推 ...
中核漳州核电2号机组投入商业运行
Zhong Guo Dian Li Bao· 2026-01-01 05:44
"华龙一号"是我国研发设计的具有完整自主知识产权的三代压水堆核电技术,是我国核电走向世界的"国家名片",对于我国实现由核电 大国向核电强国的历史性跨越具有重要意义。单台"华龙一号"核电机组年发电量可达100亿千瓦时,可减少二氧化碳排放约816万吨,相 当于每年减少标准煤消耗超300万吨。 目前,"华龙一号"已成为全球在运、在建机组总数最多的第三代核电技术,标志着中国核电技术与综合竞争力跻身世界第一方阵。 中核国电漳州能源有限公司作为漳州核电项目业主单位,将切实履行安全生产主体责任,贯彻落实"绝对责任、最高标准、体系运行、经 验反馈"的核安全要求,团结带领项目建设、运行生产团队,以高水平安全保障"华龙一号"批量化工程高质量发展,全力打造"华龙一 号"建设运行标杆,为能源强国建设贡献核能力量。 记者:白宇 编辑:孔欣慰 中核集团漳州核电2号机组投入商业运行 1月1日,经过168小时满功率连续运行考核,中核集团旗下中国核电投资控股的漳州核电2号机组正式投入商业运行,标志着漳州核电一 期工程全面建成投产。 漳州核电是"华龙一号"批量化建设的始发地,也是全球最大的"华龙一号"核电基地,规划建设6台"华龙一号"核电机组。 ...