（来源：中华工商时报） 转自：中华工商时报 2026年是"十五五"开局之年，今年国内经济核心潜力主要体现在哪些方面？将如何实施宏观政策？如何 通过完善实施机制，让"两新"政策更好惠民利民？1月20日，国新办举行新闻发布会介绍落实中央经济 工作会议精神，推动"十五五"实现良好开局有关情况。 持续向优、向新、向好 推动供需动态平衡和良性循环 当前，我国经济运行存在供强需弱的问题，经济发展中需求不足的问题较为突出，同时也存在供给不充 分的问题。国家发展改革委副主任王昌林表示，针对这些问题，要扩大内需、优化供给，推动供需在更 高水平上实现动态平衡和良性循环，促进形成更多由内需主导、消费拉动、内生增长的经济发展模式。 坚持把宏观政策的发力点放在做强国内大循环上，全方位扩大国内需求。王昌林表示，重点是要适应需 求升级的趋势，结合新一轮科技革命和产业变革的需要，研究制定出台2026-2030年扩大内需战略实施 方案，为以新需求引领新供给、以新供给创造新需求提供强有力的创新举措和要素保障，努力实现供需 互促、循环升级。 坚持把发展经济的着力点放在实体经济上，加快构建现代化产业体系。实体经济是我国经济发展的根 基，要适应产业转 ...

对于业绩变动的原因，鹏辉能源表示，报告期内，公司业绩变动的主要原因是行业向好，公司产品产销 两旺，销售订单增加，营业收入增长。 北京商报讯（记者 王蔓蕾）1月21日晚间，鹏辉能源（300438）披露公告称，公司预计2025年实现归属 净利润1.7亿—2.3亿元，同比扭亏。 ...

Group 1 - The core viewpoint of the news is that Hekang New Energy is forecasting a significant increase in net profit for 2025, projecting between 50 million to 75 million yuan, which represents a year-on-year growth of 385.62% to 628.43% [1] - The growth in performance is attributed to the company's increased focus on the photovoltaic EPC business, leading to rapid revenue and profit growth [1] - The company is also investing in product research and development, particularly in household energy storage, and is expanding its overseas sales network, although this segment is still in the cultivation stage [1] - Non-recurring gains are expected to contribute approximately 50 million yuan to the net profit [1] Group 2 - Midea Group's chairman emphasized the acceleration of energy business expansion in 2025, highlighting the delivery of Hekang New Energy's self-developed household storage systems in both domestic and international markets [2] - The distributed photovoltaic installation capacity is expected to grow, with Kelu Electronics achieving product iterations and scale shipments in major markets including North America, Europe, and Southeast Asia [2] - The company aims to maintain a rapid development pace in its energy storage business in 2026 [2]

（记者 王瀚黎） 每经头条（nbdtoutiao）——特朗普强要格陵兰岛，丹麦一养老基金率先清仓美债，美国资产全线下 跌！欧洲手握"金融核按钮"，双方会"鱼死网破"吗？专家解读→ 每经AI快讯，鹏辉能源1月21日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润1.7亿元 ~2.3亿元，同比扭亏为盈。报告期内，公司业绩变动的主要原因是行业向好，公司产品产销两旺，销售 订单增加，营业收入增长。 ...

Group 1: Company Overview - The company, Zhejiang Jiaxin Silk Co., Ltd., introduced its history, main business market distribution, and key brands such as "Jin San Ta" and the supply chain platform "Jin Can Wang" [1] - "Jin Can Wang" was established in 1992 to provide a comprehensive supply chain service for the silk industry, facilitating online transactions and offering financing, warehousing, and logistics services [2] Group 2: Domestic Brand Performance - The domestic brand "Jin San Ta," a century-old "Chinese Time-honored Brand," focuses on affordable silk products and has a stable gross margin of approximately 55% [2] - The brand employs an "online + offline" sales model, leveraging various e-commerce platforms and social media to expand its market reach [2] Group 3: Foreign Trade Business - The company's foreign trade business primarily involves clothing and fabric exports, generating around 2 billion yuan, which accounts for nearly 50% of total revenue, with a gross margin of about 20% [3] - The main export markets are in Europe and the United States, comprising over 80% of the customer base, with a shift from OEM to ODM business models [3] Group 4: Future Outlook and Dividend Policy - The company is optimistic about its export business for 2026, supported by stable order volumes and advancements in technology [3] - The company has maintained a high cash dividend rate over the years and plans to continue this policy in the future [3]

全年经济总量迈上140万亿元新台阶、制造业增加值连续16年位居全球第一、年末常住人口城镇化率比 上年提高0.89个百分点……2025年,我国交出一份高质量的发展答卷。 新的一年,如何落实中央经济工作会议精神,推动"十五五"实现良好开局?国务院新闻办公室1月20日举行 新闻发布会,国家发展改革委相关负责人回答记者提问。 谋划推进一批 标志性引领性重大工程 "经济社会发展主要目标顺利完成,经济运行稳中有进,发展韧性进一步彰显,民生政策更有温度,交出了一 份高质量答卷。"在总结过去一年经济发展成果时,国家发展改革委副主任王昌林这样概括。 "展望2026年,我们认为消费与投资、科技与产业、城乡与区域都将释放出巨大的发展潜能。"国家发展 改革委国民经济综合司司长周陈说。 从点上看,新技术新产品新场景蔚然成势。周陈表示,我国新能源、新材料、航空航天等新的经济增长点 正在蓄势待发。"目前我们正在谋划推进一批'十五五'时期的高技术产业标志性引领性重大工程。"周陈 说。 坚持把发展经济的着力点放在实体经济上。王昌林表示,要坚持智能化、绿色化、融合化方向,推动重点 产业提质升级,大力培育壮大新兴产业和未来产业,深入开展"人工智能 ...

1月21日，嘉泽新能大宗交易成交154.4万股，成交额750.38万元，占当日总成交额的0.86%，成交价4.86元，较市场收盘价5.34元折价8.99%。 | 交易日期 | 证券简称 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-01-21 | 嘉泽新能 | 601619 | 4.86 | 349.92 | 72 | 华泰证券股份有限公司总部 | 辛量小說 今星北臺遊領導過遊 | | | 2026-01-21 | 嘉泽新能 | 619109 | 4.86 | 200.23 | 41.2 | 机构专用 | 発量小說 今週北臺遊領導過遊 | | | 2026-01-21 | 星洋新能 | 601619 | 4.86 | 200.23 | 41.2 | 长城证券股份有限 公司总部 | 中信证券股份有限 公司北京亚运村证 | | ...

Core Viewpoint - China's green energy capacity is set to exceed 10 trillion kilowatt-hours by 2025, with non-fossil energy sources accounting for over 60% of total installed capacity, positioning China as a leader in green production and offering significant opportunities for sustainable development in global southern countries [1] Group 1: China's Green Energy Development - By 2025, China's total electricity consumption is projected to surpass 10 trillion kilowatt-hours, with non-fossil energy sources becoming the dominant force in power generation [1] - China's green energy capacity not only enhances its own energy supply but also provides vast opportunities for developing countries to achieve low-carbon development [1] Group 2: Global Impact and Cooperation - Chinese companies offer high-quality and affordable renewable energy products and technologies that meet the urgent demand for sustainable and affordable energy in developing countries, providing viable alternatives to fossil fuels [1] - In Africa, China has engaged in clean energy cooperation with over half of the continent's countries, resulting in hundreds of renewable energy projects that transform local resource advantages into growth engines [1] - Innovative models such as "solar power + agriculture" and "small hydropower + aquaculture" have alleviated electricity shortages in rural Africa while improving local livelihoods and significantly contributing to economic and social development [1] Group 3: Commitment to Sustainable Development - The green transition not only supports social sustainability but also better guarantees the right to equitable development for all countries [1] - China expresses its willingness to collaborate with all parties to build a clean and beautiful world [1]

据香港交易所披露，摩根大通（JPMorgan）对 宁德时代 新能源科技股份有限公司 - H股的多头持仓比 例于2026年1月15日从6.88%增至7.08%。 ...

Core Viewpoint - Shanxi Huayang New Materials Group (Huayang Group) has achieved significant development results over the past year, focusing on production, transformation, and innovation while recognizing the long-term challenges of its transition [2] Group 1: Development Achievements - Huayang Group has emphasized the importance of maintaining a sense of urgency while also being patient in its development pace during the "15th Five-Year Plan" period, transitioning from a "dual-driven" to a "three-legged" approach [2] - The company has made notable progress in traditional industry upgrades and the cultivation of emerging industries [2] Group 2: Strategic Focus for "15th Five-Year Plan" - The company aims to strengthen its three main businesses while ensuring safety, enhancing efficiency, and expanding production capacity in traditional coal industries [3] - Huayang Group plans to develop the sodium-ion battery industry chain and high-performance carbon fiber industry, while also focusing on the aluminum industry chain integration [3] - The company will enhance its competitiveness in cost, technology, and market through internal improvements and innovation [3] Group 3: Goals and Work Plans for 2026 - The guiding ideology for 2026 includes focusing on coal, enhancing traditional coal advantages, and developing new energy materials [4][5] - Huayang Group will implement a strategy to enhance core functions and competitiveness, emphasizing intelligent, green, and integrated development [4] - The company has outlined five key areas for 2026: safety management, cost reduction and efficiency improvement, focus on main responsibilities, green development, and strong party leadership [5][6]