（文章来源：证券日报） 证券日报网讯 11月17日晚间，晶澳科技发布公告称，公司于2025年11月17日召开第六届董事会第四十 七次会议，审议通过了《关于2026年度公司向金融机构申请授信额度的议案》。 ...

证券日报网讯 11月17日晚间，晶澳科技发布公告称，2025年11月17日公司召开第六届董事会第四十七 次会议，审议通过了《关于董事会换届暨选举第七届董事会非独立董事的议案》《关于董事会换届暨选 举第七届董事会独立董事的议案》，经公司董事会提名委员会审查，董事会同意提名靳保芳先生、杨爱 青先生、靳军辉女士、陶然先生、曹仰锋先生为公司第七届董事会非独立董事候选人，提名谢志华先 生、朱仲群先生、陈珏女士为公司第七届董事会独立董事候选人，并提交股东会选举。 （文章来源：证券日报） ...

证券日报网讯横店东磁11月17日在互动平台回答投资者提问时表示，公司锂电池产业具备年产8GWh产 能，主要应用于电动二轮车、电动工具、便携式储能、智能家居类等小动力领域。光伏产业具备年产 23GW电池和21GW组件，通过持续聚集差异化和国际化布局，注重创新和技术的领先性，深挖内部潜 力以降本提质，以及前瞻性做好供应链布局等，具备较好的综合成本优势。 （文章来源：证券日报） ...

JinkoSolar (NYSE:JKS) Q3 2025 Earnings Call November 17, 2025 07:30 AM ET Company ParticipantsXiande Li - Chairman and CEOCharlie Cao - CFOPan Li - CFOGener Miao - CMOStella Wang - Head of Investor RelationsMengmeng Li - TranslatorRajiv Chaudhri - Founder and PresidentConference Call ParticipantsPhilip Shen - Senior Research AnalystTyler Bisset - Vice President and Equity Research AnalystAlan Lau - Managing Director and Senior Equity Research AnalystMengmeng LiHello, ladies and gentlemen, and thank you for ...

证 券 研 究 报 告 牛市两段论 申万宏源2026年A股投资策略 证券分析师： 傅静涛 A0230516110001 程翔 A0230518080007 韦春泽 A0230524060005 林丽梅 A0230513090001 刘雅婧 A0230521080001 郝丹阳 A0230523120002 冯彧 A0230525080001 金倩婧 A0230513070004 冯晓宇 A0230521080005 林遵东 A0230524100005 陆灏川 A0230520080001 王雪蓉 A0230523070003 牟瑾瑾 A0230524100002 李一民 A0230515080002 董易 A0230519110003 2025.11.17 主要观点 www.swsresearch.com 证券研究报告 2 ◼ 一、全球竞争加剧，已经是无法回避的时代背景。"十五五"规划外循环从"跟跑"到"领跑"，直面话语权竞争。A股也应拥抱"竞争思维"，不要惧怕竞争：竞争事件催化 确实仍会冲击风险偏好，但竞争加剧已成事实，A股正在转向定价竞争的成败得失。 ◼ 优化外循环是"十五五"规划表述变化较多的内容。对 ...

JinkoSolar (NYSE:JKS) Q3 2025 Earnings Call November 17, 2025 07:30 AM ET Speaker7Hello, ladies and gentlemen, and thank you for standing by for JinkoSolar Holding Co., Ltd.'s second and third quarter 2025 earnings conference call. At this time, all participants are in listen-only mode. After management's prepared remarks, there will be a question-and-answer session. As a reminder, today's conference call is being recorded. I would now like to turn the meeting over to your host for today's call, Ms. Stella ...

地方政府与城投企业债务风险 研究报告－陕西篇 联合资信 公用评级三部 |崔竞元|王相尹 www.lhratings.com 研究报告 1 报告概要 陕西省区位优势突出，文旅资源丰富，交通和矿产资源优势明显。2024 年，陕西省经济总量 和人均 GDP 处于全国中游水平。从财政实力及债务情况来看，陕西省一般公共预算收入位居全 国 15 位，财税质量良好，整体财政自给水平偏弱；政府性基金收入延续下降趋势；上级补助收入 对综合财力的贡献度在四成左右。陕西省综合财力及政府债务负担均处于全国中游水平。 能源工业是陕西省传统优势产业，2024 年，陕西省产业结构不断优化，三产占比明显提升， 新质生产力稳步发展，逐步向绿色和高技术制造业转型。陕西省构建"6+5+N"现代制造业新体 系，落实"关中协同创新、陕北转型持续、陕南绿色循环"三大区域发展战略，聚焦新质生产力 等战略新兴产业。 陕西省各地级市经济实力和一般公共预算收入规模分化明显。2024 年，西安市凭借其产业优 势，在省内继续保持突出的经济实力；陕北地区的榆林市凭借其资源优势，GDP 稳居全省第二， 人均 GDP 远高于其他地级市。西安市和榆林市一般公共预算收入规模 ...

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合肥四年跨越三个千亿台阶 中新网合肥11月17日电 (朱孔阳)"全市地区生产总值从'十三五'末的刚过万亿跃升至2024年的1.35万亿 元，居全国城市第19位，四年跨越三个千亿台阶，年均增长6.2%，居全国万亿城市第4位、长三角万亿 城市第2位。"合肥市发展改革委主任徐斌17日介绍说。 10月27日，全球首款全尺寸仿生教育机器人在安徽省合肥市亮相。 中新社记者 韩苏原 摄 产业能级实现新提升。"十四五"期间，该市战新产业产值占规上工业比重稳居全国城市前列，新能源汽 车产量跃居全国城市首位，光伏逆变器产量全球第1、储能系统市场占有率全球第2。低空经济规模居全 国前列，量子产业聚集企业数、拥有专利数均居全国第1。 改革开放迈出新步伐。该市深度融入长三角一体化发展，虹桥国际开放枢纽合肥联动区加快建设，合肥 都市圈发展规划正式获批。大物流体系建设深入推进，入选陆港型、生产服务型、商贸服务型国家物流 枢纽城市，获批中欧班列集结中心。境外世界500强新设立企业44家、总数超过111家，跨境电商交易额 达到289亿元、较"十三五"末提高2倍。(完) 来源：中国新闻网 编辑：王永乐 广告等商务合作，请点击这里 11月17日， ...

Core Viewpoint - Longi Green Energy has released its "2024-2025 Longi Green Energy Climate Action White Paper," outlining its strategic ambition to achieve net-zero emissions across the entire value chain by 2050, aligning with international disclosure frameworks [1][2]. Group 1: Scientific Goals and Emission Reduction Pathways - Longi aims to reduce Scope 1 and Scope 2 emissions by 60% and Scope 3 emissions intensity by 52% by 2030, compared to 2020 levels [2]. - The company has established a detailed reduction pathway consisting of five pillars: operational decarbonization, value chain collaboration, product carbon footprint management, climate solution development, and just transition promotion [2]. - In 2024, Longi's total operational carbon emissions are projected to be 3,184,782 tons of CO2 equivalent, reflecting a 23.8% increase from 2020 but a 37% decrease from the peak in 2023 [2]. Group 2: Energy Efficiency and Renewable Energy Usage - Longi implemented 477 energy-saving projects in 2024, expected to save 426 million kWh of electricity, equivalent to a reduction of 250,000 tons of CO2 [3]. - The company achieved a 10.7% year-on-year decrease in overall electricity consumption per unit, with significant reductions across various manufacturing stages [3]. - In 2024, Longi utilized 4.746 billion kWh of renewable electricity, accounting for 47.5% of total electricity consumption, an increase of 5.7 percentage points from 2020 [3]. Group 3: Supply Chain and Product Carbon Footprint - Scope 3 emissions represent nearly 90% of Longi's total value chain emissions, making it a critical area for achieving net-zero goals [4]. - In 2024, Longi's Scope 3 emissions totaled 2,734,000 tons of CO2 equivalent, with purchased goods and services accounting for 84% of this figure [4]. - Longi launched a "Green Supply Chain Empowerment Program" to encourage 50 suppliers to conduct carbon audits [4]. Group 4: Technological Advancements and Diverse Applications - Longi's monocrystalline silicon cell efficiency reached 27.81%, and the efficiency of the perovskite-silicon tandem cell reached 35%, both setting new world records [4]. - The company is diversifying its applications through BIPV, photovoltaic + agriculture, and photovoltaic + hydrogen projects, demonstrating adaptability in extreme climate conditions [4]. Group 5: Governance and Financial Planning - Longi has established a governance structure centered around its board and sustainability committee, linking climate performance to management compensation [5]. - The company has integrated its climate strategy into its budgeting system and conducted its first ESG dual materiality assessment in 2024, identifying "climate change response" and "energy management" as core financial issues [5]. Group 6: Global Collaboration and Commitment - Longi emphasizes the need for global collaboration in addressing climate change, advocating for open innovation, energy equity, and enhanced global cooperation [6]. - The company is transitioning from a photovoltaic product supplier to a builder and advocate of a zero-carbon energy ecosystem, showcasing its commitment to sustainable development [7].