1月16日，科创创业ETF（588360）盘中涨超1.2%，2026年政策导向有望助力科技创新。 每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 中银国际指出，从宏观背景、估值水平、业绩表现以及资本开支等视角来看，当前AI行情泡沫化 不显著，估值仍未透支。AI硬件景气延续，关注"紧缺"环节，包括光通信、TPU产业链、存储芯片、AI 电力等。此外，AI交互革命有望催化端侧换机热潮，AI应用三季度业绩迎来困境反转，应用渗透率进 入加速阶段，垂类应用商业化落地初现成效，关注AI端侧和应用投资机会。聚焦"AI＋消费＋医药"三极 集中结构，AI算力基础设施与数字经济为高景气主线。作为"十五五"开局之年，科技自立自强与先进制 造有望成为核心主线。科技领域需转向体系化配置，覆盖关键核心技术、高端制造等多方向；先进制造 向多层次体系升级，布局未来产业。 科创创业ETF（588360） ...

到2027年，基本建立一体化能源气象服务体系 新能源正在从"靠天吃饭"向"知天而用"转变。 近日，中国气象局、国家能源局联合发布《关于推进能源气象服务体系建设的指导意见》(以下简称《指导意见》)，《指导意见》明确要完成全国风电和光 伏发电资源普查等20项重点任务。 文件设定了清晰的目标：到2027年，覆盖能源规划选址及供应保障、资源监测预报、防灾减灾、气候生态效应评估、电力市场交易等全场景和短临至月季年 尺度无缝隙的一体化能源气象服务体系基本建立，自主可控的风能太阳能专业数值模式和能源电力气象人工智能专业模型业务化运行。国省两级建立有技术 平台、有服务产品、有业务流程、有服务对象的能源气象服务业务。 业内人士向21世纪经济报道记者表示，文件明确规划了基础设施建设、预报预测能力及服务能力三大板块，共计20项具体任务，社会科技企业可充分借鉴此 思路以提升其服务能力。至2027年建立一体化能源气象服务体系，理想的发展模式宜采用"双轨并行"策略：国家层面应依托相关部门力量，构建基础设施、 提升核心预报能力，并承担宏观服务职能；社会力量则应专注于提供更细致、更具针对性的精细化服务，通过市场机制实现成本消化与高效适配。 ...

Core Viewpoint - GLP has appointed Zhao Mingqi as the CEO of GLP China, a newly established position, to lead logistics, industrial infrastructure, computing centers, new energy, and fund management in the Chinese market, reporting to global CEO Mei Zhimin [1][3]. Group 1: Leadership and Strategic Direction - Zhao Mingqi has been with GLP since its inception in China in 2003 and has played a crucial role in driving the rapid growth of the business and building a strong industrial ecosystem [3][4]. - The appointment of an internal candidate reflects GLP's commitment to local talent development and succession planning, emphasizing the importance of business synergy in the new economy [3][4]. Group 2: Business Development and Infrastructure - Since 2003, Zhao has led the development of innovative industrial parks, catering to the emerging needs of R&D and high-tech enterprises, injecting new growth momentum into GLP's operations in China [4]. - GLP operates logistics and industrial infrastructure across 70 cities, with a total operational area of 40 million square meters, serving over 2,500 clients [4][10]. - The company has established 20 data centers nationwide, providing an IT load of 1.4 GW, ranking among the top five service providers in the domestic computing center market [4][5]. Group 3: New Infrastructure and Sustainability - GLP's core businesses, including logistics parks, computing centers, and new energy facilities, are crucial for supporting the upgrade of China's manufacturing sector and promoting green transformation [5][6]. - The company is committed to high-standard new infrastructure, as evidenced by the recent launch of the Shanghai New Northwest Logistics Park, which has received a "zero-carbon" certification [7][9]. - GLP is exploring the synergy between new energy and computing centers, aiming to transform traditional power consumption models into core collaborators in new energy systems [9][10]. Group 4: Market Position and Future Outlook - GLP's strategic moves indicate a strong belief in the potential of the Chinese market, with nearly 90% of its operational space serving domestic demand [10]. - The company has received backing from top investors like the Abu Dhabi Investment Authority (ADIA), opening new possibilities for capital market actions and further integration of its logistics, data center, and new energy advantages [11].

Core Insights - The article highlights the significant growth in China's renewable energy sector, with installed capacity reaching 3.65 billion kilowatts by mid-2025, marking an 18.7% year-on-year increase [1] - Solar power capacity has surged to 1.1 billion kilowatts, reflecting a 54.2% increase, while wind power capacity reached 570 million kilowatts, up 22.7% [1] - For the first time, renewable energy sources have surpassed coal power, accounting for over 45% of the total installed capacity [1] - The "14th Five-Year Plan" anticipates an annual addition of 30 million kilowatts in renewable energy capacity, with a cumulative total expected to exceed 300 million kilowatts by 2030 [1] - Global renewable energy capacity is projected to increase by approximately 4,600 gigawatts, equivalent to the current installed capacity of China, the EU, and Japan combined [1] - Bloomberg New Energy Finance forecasts that by 2030, the global grid-scale energy storage market will grow to 72.5 GW, with a penetration rate of 55% [1] - China, as the largest energy storage market, is expected to see grid-scale storage capacity rise to 30 GW, increasing its share in new energy storage to 40% [1] - The ChiNext New Energy ETF (159368) is the largest ETF tracking the ChiNext New Energy Index, which encompasses various sectors within the renewable energy and electric vehicle industries, including batteries and photovoltaics [1]

Core Insights - Guangdong's financial development plays a crucial role in supporting the economy, with significant growth in loans and deposits, indicating a robust financial ecosystem [1][2][3] Financial Performance - As of the end of 2025, Guangdong's loan balance reached 29.9 trillion yuan, an increase of 10.3 trillion yuan, while deposit balance hit 38.7 trillion yuan, up by 12.0 trillion yuan, maintaining the highest financial volume in the country [1] - The social financing scale in Guangdong accumulated to 42.3 trillion yuan by November 2025, with a year-on-year growth of 6.9%, surpassing the nominal economic growth rate [2] - The average annual growth rates for deposits and loans were 7.7% and 8.9%, respectively, both exceeding the nominal economic growth during the same period [1] Sectoral Analysis - By the end of 2025, household deposits increased by 1.29 trillion yuan, while non-financial enterprise deposits rose by 3.57 trillion yuan, indicating a positive trend across various sectors [3] - The growth in loans to enterprises was significant, with a total increase of 1.34 trillion yuan, primarily driven by medium to long-term loans [3] Investment and Policy Impact - The acceleration of project investments is evident, with stable growth policies playing a vital role in this development, expected to enhance capital stock and investment expenditures in 2026 [4] - Financial resources in Guangdong are increasingly focused on major strategies and key sectors, aligning with high-quality economic development [5][6] Innovation and Support - Guangdong's financial sector has established a safety net for innovation, with various financial products aimed at supporting agriculture, small businesses, and technological advancements [7] - The average interest rate for newly issued loans in Guangdong was 3.32%, reflecting a decrease of 71 basis points from the beginning of the year, which helps reduce financing burdens for enterprises [7] Cross-Border Financial Integration - The financial integration within the Guangdong-Hong Kong-Macao Greater Bay Area has progressed from product interconnectivity to regulatory alignment, enhancing cross-border financial services [8][10] - Initiatives such as the "Cross-Border Wealth Management Connect" have facilitated significant capital flows, with 177,900 individual investors participating and a total of 131.3 billion yuan in fund transfers by the end of December 2025 [10] Future Outlook - The People's Bank of China Guangdong Branch plans to continue implementing a moderately loose monetary policy, focusing on directing financial resources towards innovation, advanced manufacturing, and green development in the upcoming "15th Five-Year Plan" [11]

【国家管网董事长：开展咸水层封存二氧化碳等关键技术攻关 推动压缩空气储能、液流电池等示范应 用】智通财经1月16日电，国家石油天然气管网集团有限公司党组书记、董事长张伟表示，迈入"十五 五"，国家管网集团将实施创新引领行动，谋划构建以"质能网"为重点、实现能量物质灵活转换与高效 输配的新型能源基础设施，有力支撑能源强国建设。加快打造新型支柱产业。着眼打造绿色氢基能源基 础设施，推动氢烷醇氨碳等多元介质储运，加快中部大通道示范工程落地，打造转换、储运、调控全产 业链合作共赢新生态。提前培育未来空间产业，开展咸水层封存二氧化碳等关键技术攻关，推动压缩空 气储能、液流电池等示范应用，把握未来发展主动权。（人民日报） 转自：智通财经 ...

Group 1 - The company is steadily advancing the construction of hydrogen-based energy integration projects in Liaoyuan, Jilin, and Anda, Heilongjiang, aiming for early production [2] - The company responded to investor inquiries regarding the expected completion and production timeline of these projects [2] - Current market price for green methanol per ton was also inquired by investors, indicating interest in pricing dynamics [2]

Core Viewpoint - The National Oil and Gas Pipeline Group aims to lead innovation and develop a new energy infrastructure focused on "quality energy networks" to support the construction of an energy powerhouse [1] Group 1: Strategic Initiatives - The company plans to accelerate the creation of a new pillar industry centered on green hydrogen-based energy infrastructure [1] - It will promote the storage and transportation of multiple media such as hydrogen, alcohol, and ammonia, and expedite the implementation of the Central Passage demonstration project [1] - The goal is to establish a collaborative ecosystem for the entire industry chain involving conversion, storage, and regulation [1] Group 2: Future Development - The company is focused on nurturing future space industries and conducting key technology research, including the storage of carbon dioxide in saline aquifers [1] - It aims to promote demonstration applications of compressed air energy storage and flow batteries to seize the initiative in future development [1]

Core Viewpoint - The development of the Yangtze River Economic Belt emphasizes ecological priority and green development, contributing significantly to China's GDP and carbon emissions reduction efforts [1]. Group 1: Achievements in Green Development - Over the past decade, the Yangtze River Economic Belt has promoted the green transformation of traditional industries such as steel, petrochemicals, and building materials [1]. - The region has established 24 national carbon peak pilot cities and parks, along with 14 zero-carbon parks, showcasing its leading role in ecological and green development [1]. - Sichuan province, a key ecological barrier, has achieved an annual clean energy generation of over 4,000 billion kilowatt-hours, accounting for over 80% of its total energy output, and has seen a nearly fourfold increase in new energy installations over five years, reaching 25.19 million kilowatts [1]. Group 2: Specific Pilot Cities and Parks - Leshan, located in Sichuan, is a national carbon peak pilot city with abundant hydropower resources, featuring 327 hydropower stations and an annual generation of approximately 26.5 billion kilowatt-hours [3]. - The Yibin Lingang Economic and Technological Development Zone aims to create a zero-carbon park, with over 70% of its industries being green and low-carbon [5]. - The Chongqing Jiulong New City Park serves as a national carbon peak pilot park, focusing on an aluminum industry chain and innovative green logistics [7]. Group 3: Regional Contributions - Hubei province plays a pivotal role in the central region's rise, hosting two national carbon peak pilot cities and a zero-carbon park, with a focus on green transformation in the automotive industry [10][12]. - Jiangsu province, located in the Yangtze River Delta, has four national carbon peak pilot cities and parks, promoting a circular economy and low-carbon development through various initiatives [18]. - Zhejiang province has three national carbon peak pilot cities and a zero-carbon park, emphasizing the integration of green manufacturing and renewable energy [24][26]. Group 4: Innovative Practices - The Suzhou Industrial Park has established a market-based voluntary emission reduction trading system, serving over 500 enterprises and promoting sustainable development practices [20]. - The Shanghai Lingang New Area Zero Carbon Bay has attracted major industries and aims to create a comprehensive zero-carbon system integrating various renewable energy sources [23]. - The Guizhou Big Data Science and Technology Innovation City focuses on green energy and advanced manufacturing, with a significant portion of its energy coming from renewable sources [39].

Group 1 - The core viewpoint of the news highlights significant investments in the energy sector, particularly by the State Grid Corporation, which is expected to reach a historical high of 4 trillion yuan during the 14th Five-Year Plan, representing a 40% increase compared to the previous plan [1] - The investment focus will be on promoting green and low-carbon energy transition, constructing a new power system, and deepening technological innovation [1] - The expected fixed asset investments for the State Grid and Southern Grid during the 14th Five-Year Plan are approximately 4 trillion yuan and 1 trillion yuan, respectively, with a projected annual grid investment of 889 billion yuan in 2026, reflecting a year-on-year growth of over 7% [1] Group 2 - The meeting of the inter-ministerial joint conference on energy-saving and new energy vehicles noted that the market size of China's new energy vehicles increased by 3.6 times during the 14th Five-Year Plan, with battery costs reduced by 30%, lifespan increased by 40%, and charging speeds improved by over three times [2] - There is a pressing need to establish a power capacity market mechanism to ensure the recovery of installation costs for various power generation entities in the context of high renewable energy penetration [2] - The top ten weighted stocks in the CSI New Energy Index, which the New Energy ETF closely tracks, account for 43.23% of the index, including major companies like CATL, Sungrow Power, and Longi Green Energy [2]