12月29日，国务院国资委党委书记、主任张玉卓在学习时报刊发文章《坚定不移做强做优做大国有企业 和国有资本》。 其中提到，加快传统产业转型升级，深化拓展"人工智能+"行动，通过设备改造、技术攻关、产品升 级、品牌建设等多种途径，进一步增加高端产品和服务供给，不断巩固提升我国传统优势产业在全球产 业分工中的地位和竞争力；更大力度布局发展新兴产业和未来产业，依托焕新、启航行动，接续发力新 能源、新能源汽车、新材料、低空经济等重点领域，当好发展实体经济的长期资本、耐心资本和战略资 本。 ...

美联社此前发文称，中国的光伏和风电产业取得了显著进步。2024年，中国可再生能源发电达到3500太瓦时，占总发 电量的35%；风电和光伏发电总量达到1800太瓦时，占总发电量的19%。 【环球网财经综合报道】日前，我国西气东输主力气源地——塔里木油田全年光伏发电量突破20亿度，单日最高发电 量超1000万度，创年发电量、日发电量历史新高，标志着塔克拉玛干沙漠腹地构建起油、气、新能源协同发展新格 局。 报道还提到，近年来，随着风能和光伏的快速增长，中国的清洁能源利用率保持在95%以上，这些发电资源主要集中 在北方、西北和东北地区，而负荷中心位于东部和南部沿海地区；通过持续的大容量特高压线路建设，中国大幅提升 了跨省区和区域间的新能源输电能力，有效解决了资源与负荷的地理匹配问题。 中通证券则指出，以新能源汽车、锂离子电池、光伏和风电为代表的中国清洁产业链通过持续技术创新和充分市场竞 争，不断降低成本、提高效率，为全球绿色转型提供坚实的产品和服务支撑。 ...

Core Viewpoint - Xiaopeng Motors announced the upcoming release of the Xiaopeng G7 Super Extended Range version, highlighting its impressive range and advanced battery technology [1] Group 1: Xiaopeng G7 Super Extended Range - The new Xiaopeng G7 features a comprehensive range of 1,704 kilometers and an electric-only range of 430 kilometers, equipped with a 55.8 kWh battery and a 60-liter fuel tank [1] - The vehicle supports 800V and 5C ultra-fast charging technology, allowing for 314 kilometers of range to be charged in just 12 minutes [1] - The G7 is designed with dual active noise cancellation (ENC+RNC) and includes AI management for the range extender, with 90% of critical areas covered in sound-absorbing materials [1] Group 2: Xiaopeng P7+ - Xiaopeng Motors' chairman, He Xiaopeng, announced the launch of the 2026 model P7+, which will be a global product released simultaneously in 36 countries [1] - The new P7+ will feature a dual-energy system, with a comprehensive range of 1,550 kilometers for the Super Extended Range version and an electric-only range of 725 kilometers [1] - The P7+ is equipped with the next-generation range extender similar to the X9, boasting a pure electric range of up to 430 kilometers, and is claimed to be the "longest pure electric range extended sedan in the world" [1]

2025.12.30 本文字数：579，阅读时长大约1分钟 作者 |一财阿驴 09:27贵金属板块开盘大跌，白银有色触及跌停，豫光金铅、晓程科技、贵研铂业、湖南白银、江西铜 业等纷纷低开。 09:25 A股开盘丨三大指数集体低开 沪指低开0.44%，深成指低开0.52%，创业板指低开0.44% 盘面上，能源金属全线回调，锂矿方向领跌；黄金、海南自贸区、固态电池、商业航天、光伏题材纷纷 走低。 个股方面，赣锋锂业低开近5%，公司公告，公司于2025年12月29日收到宜春市公安局的移送起诉告知 书，因涉嫌内幕交易罪单位犯罪，案件已移送检察机关审查起诉。 | | 62.25 -3.07 -4.70% | | | | 赣锋锂业 立即 002460 交易 | | | --- | --- | --- | --- | --- | --- | --- | | | SZSE CNY 9:25:00 休市 查看L2全景 | | | | 年0 > 能 理 股 分 0 + | | | 港(1772) | 51.650(-5.75%) H/A:-24.95% | | Wind ESG评级A | | | 详情 | | | 美(GNENY ...

Group 1 - The core focus is on the development of key industries in Lishui District, emphasizing the importance of high-quality growth in sectors such as new energy vehicles, new pharmaceuticals, intelligent manufacturing, and smart agriculture [1][2] - Nanjing Xinwangda New Energy Company achieved nearly 6 billion yuan in output last year, while Kaiwo New Energy Vehicle Group expects a 33% year-on-year growth in output this year [1] - Yika Intelligent Vehicle Technology Co., located in Lishui Economic Development Zone, has the capacity to produce 20,000 urban service robots annually after the first phase of its project is fully operational [2] Group 2 - The Nanjing Elderly Care Center is the largest continuous care retirement community in the city, highlighting the growing demand for health and wellness industries [2] - The Lishui District is identified as a significant growth area for the city, with a goal to achieve a trillion-level industrial cluster breakthrough in the next five years [2] - There is a strong emphasis on creating a favorable industrial ecosystem through reforms, optimizing the business environment, and enhancing the integration of industrial and supply chains [2]

恒生指数开平，恒生科技指数涨0.38%。盘面上，锂矿、贵金属跌幅靠前，赣锋锂业跌5.75%，紫金矿 业跌2.23%；新能源汽车活跃，蔚来涨5.21%；科网股强势，百度集团涨3.11%。 关于港股后市 银河证券表示，假期临近，市场交投活跃度较低，预计港股持续窄幅震荡。建议关注以下板块：（1） 科技板块仍是中长期投资主线，经历前期调整后估值回落，在多重利好因素提振下，有望反弹回升。 （2）消费板块有望获得较大力度政策支持，且当前估值处于相对低位，中长期上涨空间较大，后续需 关注政策落地力度及消费数据改善情况。 本文转载自"腾讯自选股"，智通财经编辑：黄晓冬。 中信证券认为，2026年投资全景图指出，港股方面，受益于内部的"十五五"催化以及外部主要经济体 的"财政+货币"双宽松，港股2026年有望迎来第二轮估值修复以及业绩进一步复苏的行情，建议关注科 技、大医疗、资源品、必选消费、造纸和航空板块。 ...

Core Insights - The Chinese electric vehicle (EV) industry is experiencing rapid growth, leading the global market in production and sales, while facing new challenges related to vehicle safety and international expansion [1] - Safety is identified as the fundamental basis for establishing long-term trust in both domestic and international markets, necessitating the development of a comprehensive safety standard system [1][2] Group 1: Safety Standards and Innovations - The urgency for innovation in safety standards is emphasized, particularly in response to new risks such as vehicle fires, autonomous driving failures, and data security issues [2] - By 2025, over ten technical safety standards covering areas like battery safety, vehicle safety, and intelligent connectivity are expected to be proposed [2] - Experts stress the need for a legal and regulatory framework that keeps pace with technological advancements, particularly in areas like software updates and cybersecurity [2][3] Group 2: Consumer Awareness and Trust - Consumer safety perception is a critical factor influencing trust and brand reputation, with safety incidents potentially damaging market sales [4] - The need to address information asymmetry between manufacturers and consumers is highlighted, advocating for greater transparency in communication regarding safety features [4] - Experts recommend that manufacturers update their messaging to focus on new safety concerns relevant to the electric and intelligent vehicle era, such as battery safety and software reliability [4] Group 3: International Expansion and Collaboration - The international expansion of the Chinese EV industry is seen as a vital growth area, with experts suggesting strategies for enhancing overseas operations and local compliance [5] - Recommendations include embedding international standards into the design phase of vehicles and promoting mutual recognition of standards to enhance the global influence of Chinese automotive standards [5] - The importance of collaboration among government and industry stakeholders to protect overseas interests and improve service capabilities in the aftermarket is emphasized [5][6]

零跑汽车十周岁生日，中国一汽送来大礼包。 12月28日，杭州奥体中心体育馆，零跑汽车创始人、董事长朱江明办了一场盛大活动，称这是其"最开心的日子"。 中国一汽，首次以"股东"身份入席，获得主办方点名。"零跑得到了一汽认可，刘亦功总经理也来到了现场，我们热烈欢迎。"朱专门致敬。 当日，双方签署投资协议，一汽全资子公司一汽股权，拟斥资37.4亿元，认购零跑7483万股内资股。 "作为中国第一家汽车厂，中国一汽的品牌影响力毋庸置疑。其入股，将快速提升我们的品牌声量，增强用户信任。"零跑汽车副总裁李腾飞向《21CBR》 等媒体解释。 朱江明正在筹谋向上突破，零跑新车进入30万元价格带，恰恰需要外部助攻。 引入战投 朱江明的新股东，实力强劲，背景更不一般。 中国一汽，是国有特大型汽车企业集团，拥有红旗、解放、奔腾等自主品牌和大众、奥迪、捷达、丰田等合资品牌，累计产销汽车超过6200万辆，稳居第 一阵营。 其对朱江明团队的开价，颇具诚意。 零跑的增发价，每股达55.29港元，相较协议签订前一日的收市价49.9港元，溢价10%，其市值也站上700亿港元大关。 交易完成后，一汽将成为零跑第三大股东，持股5%。 "投资协议里， ...

Capital Market Highlights - The total scale of public funds in China reached 37.02 trillion yuan by the end of November 2025, marking the eighth historical high this year, with significant growth in money market funds contributing over 130 billion yuan [4] - International silver prices experienced a sharp decline, dropping over 6% to a low of 74 USD per ounce, raising concerns about speculative risks in the market [4] - Six new stocks are set to be listed on the Hong Kong Stock Exchange, covering various fields including AI pharmaceuticals and digital twins, with significant price movements observed in the pre-market [5] Company Developments - TianShu Intelligent Chip and ZhiPu HuaZhang have initiated their IPOs in Hong Kong, with TianShu planning to issue 25.43 million shares at a price of 144.6 HKD [5] - Ganfeng Lithium announced it received a notice of prosecution from the Yichun Public Security Bureau for insider trading, but its operations remain normal [9] - Kweichow Moutai's controlling shareholder completed a stock buyback plan, acquiring 2.0714 million shares for a total of 3 billion yuan, increasing its stake to 56.63% [9] - Unigroup Guowei is planning to acquire stakes in several semiconductor investment centers, leading to a suspension of its stock trading [10] - Semiconductor manufacturer SMIC intends to issue shares to acquire a 49% stake in SMIC North, with a transaction value of 40.6 billion yuan [10] - Leap Motor announced plans to issue domestic shares to raise 3.74 billion yuan, representing 20.47% of its expanded share capital [10] - Huawei's wholly-owned Dongguan Jimu Machine Co., Ltd. increased its registered capital by approximately 20.54% to 4.6891 billion yuan, focusing on humanoid robotics [11] - SoftBank Group announced a cash acquisition of DigitalBridge at $16 per share, a 15% premium over the previous closing price, aimed at enhancing its digital infrastructure for AI [12] - Intel sold 214.8 million shares of common stock to NVIDIA for a total of $5 billion, further consolidating resources in the semiconductor industry [12]

Group 1 - BYD has denied rumors about launching flying cars, stating that there are no such plans or arrangements [2] - Zhaomi Technology has achieved a compound annual growth rate of over 100% for six consecutive years, with plans to reward all employees with 1 gram of gold as a year-end bonus [2] Group 2 - TSMC's 2nm technology is set to begin mass production in Q4 2025, utilizing the first-generation nanosheet transistor technology for improved performance and power efficiency [3] - The Chinese government plans to relax household registration restrictions outside of a few major cities to facilitate the integration of rural populations into urban areas [3] Group 3 - The China Passenger Car Association predicts a positive start for the car market in January 2026, driven by early implementation of national subsidies and the impact of the delayed Spring Festival [4] Group 4 - Moutai's sales of the Moutai 1935 product are expected to exceed 10 billion yuan in 2025, while Moutai Prince liquor sales are projected to surpass 6 billion yuan [6] - NIO has delivered its 40,000th ES8 vehicle, achieving this milestone in just 100 days since deliveries began [7] Group 5 - Seven Fresh Kitchen has launched a nationwide partner recruitment plan, aiming to cover all first- and second-tier cities by 2026 [9] - The first fully compliant unmanned logistics vehicle is set to be launched in early 2026 [9] Group 6 - Amazon has decided to suspend its drone delivery plans in Italy due to broader commercial regulatory issues, despite progress with aviation regulators [10] - Waymo is testing its autonomous taxis in London, showcasing its Jaguar I-Pace electric vehicles on the streets [11] Group 7 - South Korea's exports are projected to reach a record high of over $700 billion in 2025 [12] - Orion, a South Korean food giant, plans to invest 240 billion won (approximately $167 million) to expand its production facilities in Russia by 2027 [13] Group 8 - New York City's subway system will transition to a contactless payment system starting January 1, 2026, discontinuing the sale and recharge of the old subway cards [14][15]