【导读】富时罗素宣布对富时中国A50等指数进行调整 中国基金报记者 莫琳 作为国际资金跟踪 的主要 标的之一，富时中国A50指数迎来年内最后一次调整。 12月3日， 富时罗素宣布对 富时中国50指数、富时中国A50指数、富时中国A150指数 等的季度审核变更。该变更将于2025年12月19日 星期五收盘后（即2025年12月22日星期一）生效。 有色、储能大牛股被纳入 据了解，富时中国A50指数由上海和深圳证券交易所市场中总市值最大的50只股票组成，反映A股市场中最具影响力的前50大上市公司股 票的表现。从历次指数成份股变动情况来看，调整逻辑主要是市值的变化。 此次 调整中， 富时中国A50指数 将 洛阳钼业和阳光电源 纳入 ，同时剔除江苏银行和顺丰控股。 | 177 | | | | --- | --- | --- | | 股票简称 | 本地代码 | 国际代码 | | 洛阳钼业 | 603993 | BP3R574 | | 阳光电源 | 300274 | BD5CGB4 | | 1125 | | | | --- | --- | --- | | 票简称 | 本地代码 | 国际代码 | | [苏银行 | 6009 ...

Group 1: Currency and Monetary Policy - Deutsche Bank analysts suggest that if the next Federal Reserve Chair fails to effectively address inflation risks, the US dollar may face downward pressure, particularly if they respond to President Trump's interest rate cut proposals [1] - The expectation of a more accommodative stance from the Federal Reserve could pressure the dollar even before any actual policy changes occur [1] Group 2: European Banking Sector - Morgan Stanley analysts express optimism for European bank stocks, predicting continued growth in a "perfect environment" characterized by economic improvement, stable interest rates, and low unemployment [2] - The Stoxx 600 Bank Index has seen a cumulative increase of 55% this year, significantly outperforming the benchmark index's 13% rise, with several banks expected to double their stock prices by 2025 [2] Group 3: Indian Stock Market - Nomura Securities forecasts a 12% increase in India's Nifty 50 index by the end of 2026, driven by supportive policies and recovering economic momentum [3] Group 4: Global Economic Outlook - BNP Paribas predicts a resilient global economy in 2026, supported by monetary easing, fiscal stimulus, and strong household balance sheets [4] - The bank anticipates US economic growth of 1.9% and Eurozone growth of 1.5% in 2026 [4] Group 5: UK Bond Market - BNP Paribas expects UK government bond yields to remain range-bound in the first half of 2026 before declining in the second half, with a forecast of 4.50% by Q2 and 4.30% by year-end [5] Group 6: Eurozone Inflation - ING economists note that a slight increase in Eurozone inflation does not provide the European Central Bank with a reason to cut rates in December, as inflation remains high and balanced by various factors [6] Group 7: Japanese Bond Market - Bank of America forecasts that Japan's 10-year government bond yield will rise to 2% by the end of 2026 due to wage growth and fiscal expansion [7] Group 8: Gold Market - China International Capital Corporation maintains a bullish outlook on gold, suggesting that the bull market is not over despite recent price increases [8] Group 9: Liquidity in December - China International Capital Corporation indicates that there is likely no liquidity gap in December, with limited risks for the bond market [9] Group 10: Energy Storage Sector - CITIC Securities highlights a significant increase in the certainty of energy storage expansion, driven by strong investment and supportive policies [10] Group 11: Chinese Equity Market - China Postal Securities predicts a "long cycle, structural bull market" for the Chinese equity market in 2026, supported by improving corporate earnings [11]

Core Viewpoint - The strategic partnership between China Gas Holdings Limited and EVE Energy Co., Ltd. aims to enhance collaboration in energy storage technology, biomass technology, and green clean energy applications to support China's dual carbon goals [1][2][3] Group 1: Strategic Cooperation - The signing of the strategic cooperation agreement marks the establishment of a comprehensive partnership focused on energy storage and green energy solutions [1] - Both companies have previously collaborated on significant projects, including a 40MW/80MWh energy storage station in Changsha and a 20MW/45MWh energy storage station in Jiangyin, which have successfully validated their technological integration and business model [1][2] Group 2: Areas of Focus - The partnership will focus on three core areas: technology research and development, project development and market expansion, and building a green energy ecosystem [2] - China Gas will leverage its distributed energy and biomass platforms, while EVE Energy will contribute its leading battery solutions to develop integrated energy storage systems and biomass energy coupling technologies [2] Group 3: Market Expansion and Project Development - The companies plan to jointly develop projects in commercial energy storage, mobile storage, heavy-duty vehicle battery swapping, and zero-carbon parks, with an aim to expand into overseas markets [2] - They aim to achieve an order replacement of 1GWh of battery cells or energy storage products within a year, covering both domestic and international projects [2] Group 4: Cost Reduction and Energy Supply - China Gas will provide biomass gas, steam, and new energy supply solutions for EVE Energy's factories in Yunnan, Hubei, and Malaysia, significantly reducing production costs while ensuring clean energy alternatives [2] - The partnership is expected to supply 2.66 million tons of steam to EVE Energy's four production bases through biomass green alternatives [2] Group 5: Future Outlook - The collaboration is seen as a critical step for China Gas in its transition to a "green secondary energy supplier," exploring innovative models in biomass energy and carbon asset management [3] - EVE Energy's position as the second-largest supplier of energy storage cells globally will provide a stable supply of core products for the partnership, facilitating expansion into Southeast Asia and Europe [3]

12月2日，亿纬锂能（维权）与中国燃气控股有限公司正式签署全方位战略合作协议，亿纬锂能联合创始人、总裁刘建华，中国燃气控股有限公司董事会 主席刘明辉等双方高管出席仪式，亿纬锂能华南大区总经理杨佳佳与中国燃气战略客户部常务副总经理常良代表双方签约，标志着两家企业深层次合作关 系的确立。 此次合作将围绕技术研发、项目开发、资源共享三大维度展开。技术研发方面，双方计划结合中国燃气的光储分布式能源应用场景与亿纬锂能的电池全体 系解决方案能力，联合开发储能系统与生物质能源耦合技术，推动低碳能源管理平台商业化落地。 12月2日，亿纬锂能（维权）与中国燃气控股有限公司正式签署全方位战略合作协议，亿纬锂能联合创始人、总裁刘建华，中国燃气控股有限公司董事会 主席刘明辉等双方高管出席仪式，亿纬锂能华南大区总经理杨佳佳与中国燃气战略客户部常务副总经理常良代表双方签约，标志着两家企业深层次合作关 系的确立。 此次合作将围绕技术研发、项目开发、资源共享三大维度展开。技术研发方面，双方计划结合中国燃气的光储分布式能源应用场景与亿纬锂能的电池全体 系解决方案能力，联合开发储能系统与生物质能源耦合技术，推动低碳能源管理平台商业化落地。 项目 ...

（来源：百年恒顺） 2025年度徐州恒顺万通食品酿造有限公司（储能项目）招标 拟通过采用合同能源管理（EMC）方式选择合作方开展储能发电系统建设，即招标单位只需提供储能 电站场地，无需再做其他任何投资，由中标单位负责储能发电系统的申报、安全评价、投资、建设、设 计、后期运营及维护。招标单位配合完成项目前期工作，并于储能项目验收合格、投产发电后，最大程 度按签约年限及电费折扣消纳项目所发电量。 招标说明： 为了满足业务发展的需要，我公司决定近期对（ 储能 ）项目进行公开招标，欢迎各符合要求的供应商 参加投标。 资格需求： 投标人须为中华人民共和国境内合法注册，具有独立法人资格，以及有效期内的营业执照营业执照经营 范围至少包含下列其中一项：储能发电技术服务；项目投资管理；新能源投资；合同能源管理；储能电 站项目的投资、建设、设计、系统运行维护等；投标人 2023 年 1 月 1 日（以合同签订时间为准）以来 至少具有一项参与投资并建成并网运行的类似储能发电系统业绩且单个项目必须超过 1MW；在过往业 务中未发生被企业所在地电力主管部门、国家电网公司或者其下属分支机构严肃处理的情况；最近三年 内没有发生骗取中标、严 ...

Core Viewpoint - Canadian Solar Inc (CSI) and its subsidiary, Arctech (CSI, 688472.SH), are restructuring their U.S. operations by forming joint ventures to enhance long-term business participation in the U.S. market and mitigate operational risks [2] Group 1: Joint Venture Structure - Arctech plans to establish two joint ventures, Company M and Company N, with Arctech holding 24.9% and CSIQ holding 75.1% [3] - Company M will focus on solar photovoltaic (PV) operations in the U.S., including the operation of solar cell and module factories [3] - Company N will concentrate on energy storage operations in the U.S., manufacturing lithium iron phosphate energy cells, battery packs, and direct current storage systems [3] Group 2: Asset Management and Operations - The joint ventures will initially operate by leasing certain overseas assets from CSIQ, with the timeline for asset acceptance and formal activation being uncertain [3] - Arctech will also restructure its overseas manufacturing facilities, including the THX1 solar cell factory, SSTH energy storage factory, and GNCM battery factory, transferring ownership to CSIQ (75.1%) and Arctech (24.9%) [3] - This restructuring will provide Arctech with a one-time equity transfer payment and ongoing 24.9% equity income from U.S. operations [3] Group 3: Financial Implications - The total assessed value for the equity transfer is 469 million yuan, with the transaction amount for the 75.1% stake set at 352 million yuan [4] - Arctech will provide a guarantee of up to 44.631 billion yuan (or equivalent foreign currency) to support CSIQ in providing performance and financing guarantees for Arctech and its subsidiaries [4] Group 4: Strategic Focus - CSIQ will concentrate on the production, sales, and service of solar components and energy systems in the U.S., targeting public utilities, electric companies, and large commercial projects [4] - Arctech will focus on non-U.S. markets for components, energy storage products, and system integration, enhancing its competitive advantage in regions such as Europe, Latin America, Asia, and the Middle East [4]

专题：2026年邮政金融论坛暨中邮证券策略报告会 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 2025年12月3日，"2026年邮政金融论坛暨中邮证券策略报告会"在北京举行。中邮证券副总裁、首席经 济学家黄付生作《中国市场：渐入佳境》专题报告并发布全球资产配置观点。黄付生认为，2026年中国 权益市场将进入"长周期、结构性牛市"，债券市场转入震荡，大宗商品超级周期或逐步开启，全球资产 配置焦点将向中国倾斜。 MACD金叉信号形成，这些股涨势不错！ MACD金叉信号形成，这些股涨势不错！ 新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同 其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。 责任编辑：杨赐 专题：2026年邮政金融论坛暨中邮证券策略报告会 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 2025年全球大类资产普涨，中国权益潜力巨大。2025年前11个月全球主要资产呈现"除比特币外全面上 涨"态势，其中，韩国综合指数、COMEX黄金涨幅均超60%，沪深300、恒生指数等涨幅 ...

人民财讯12月3日电，江盐集团（601065）12月3日在互动平台表示，公司正大力推进盐穴压缩空气储能 项目，目前已完成盐腔地下空间综合利用评估。 ...

格隆汇12月3日丨江盐集团(601065.SH)在投资者互动平台表示，公司正大力推进盐穴压缩空气储能项 目，目前已完成盐腔地下空间综合利用评估。 ...

每经AI快讯，有投资者在投资者互动平台提问：贵司是否有储能业务？如有，麻烦详细介绍一下目前 的发展情况？谢谢！ 江盐集团（601065.SH）12月3日在投资者互动平台表示，公司正大力推进盐穴压缩空气储能项目，目 前已完成盐腔地下空间综合利用评估，项目相关进展情况请关注公司后续公告。 （文章来源：每日经济新闻） ...