Core Viewpoint - Aide New Energy (02623) saw a significant stock price increase of over 37%, currently trading at 5.9 HKD with a transaction volume of 4.4879 million HKD, following the announcement of a share subscription deal with Horizon Minerals Limited [1] Group 1: Company Actions - Aide New Energy announced plans to subscribe for a total of 36,574,077 shares of Horizon Minerals Limited at a price of 1.08 AUD per share, amounting to approximately 39.5 million AUD (about 192 million RMB) [1] - Upon completion of the transaction, Aide New Energy will hold approximately 9.95% of the issued share capital of Horizon Minerals Limited [1] Group 2: Market Reaction - Following the announcement, Aide New Energy's stock price surged by 35.32% to 5.9 HKD [1] - The trading volume reached 4.4879 million HKD, indicating strong investor interest [1]

在宁杭高速上坊公安检查站，李忠军实地察看春运返程高峰保障情况，看望慰问一线工作人员。他 强调，春运返程客流高峰来临，要紧盯易堵和事故多发路段，强化部门联勤联动，加强路面巡逻管控， 及时发布预警信息，切实做好返程高峰各项保障，确保道路通行顺畅、群众出行便捷。 春节是烟花爆竹销售与燃放的高峰时段。走进溧水区供销社烟花爆竹有限责任公司，李忠军现场检 查烟花爆竹安全管理工作，详细了解销售、储存和配送等情况。他要求，全市各烟花爆竹生产、经营企 业和零售网点要始终把安全放在第一位，严格遵守相关规定，持续加强现场管理，严禁超量存储、无证 运输等违规行为，确保"人防、物防、技防"措施到位。 人勤春来早，节日期间我市一批重点企业不停工、不停产，铆足干劲赶订单、抢进度，呈现出一派 火热的生产景象。李忠军先后来到南京龙鑫电子科技有限公司、欣旺达新能源有限公司，深入了解企业 假期安全生产、节后复工复产情况。他指出，企业是安全生产和复工复产的主体，要深入排查风险、及 时消除隐患，坚决守牢安全生产防线。各板块各相关部门要密切关注节后复工复产情况，及时协调解决 企业困难问题，全力支持企业开足马力、稳产扩产。 2月23日，市长李忠军在检查春 ...

消息面上，2月12日，金风兴安盟绿氢制绿色甲醇（三期）项目获备案。项目位于兴安盟经济技术开发 区，总投资23亿元，计划2026年5月开工，项目主要建设生物质气化、甲醇合成精馏等主要生产装置及 配套公辅工程，年产72.5万吨绿色甲醇。 长江证券此前发布研报称，"十五五"期间新能源高质量发展需要以非电利用为突破，拓宽新能源利用途 径，以绿电制氢氨醇在化工、交通、冶金等领域应用空间广阔。看好绿色氢氨醇产业链的投资价值，相 关标的包括金风科技等。 金风科技（002202）(02208)盘中涨超7%，截至发稿，涨5.14%，报14.52港元，成交额1.38亿港元。 ...

国家能源局发展规划司司长 任育之 能源是经济社会发展的重要物质基础。党的二十大首次提出加快规划建设新型能源体系，二十届四中全 会进一步明确"十五五"初步建成新型能源体系、建设能源强国，这是党中央深刻把握全球能源发展大 势、立足我国能源发展方位作出的新部署新要求，为能源发展提供了根本遵循和行动纲领。过去一年， 我们全力推动"十四五"能源规划收官，谋划"十五五"能源发展方向路径，统筹推进《新型能源体系建 设"十五五"规划》研究编制工作。 "十四五"能源规划圆满收官 在"四个革命、一个合作"能源安全新战略指引下，我们统筹能源高质量发展和高水平安全，推动"十四 五"能源规划确定的14项主要指标、19项重大战略任务、34类重大工程如期完成，为新型能源体系建设 奠定坚实基础。 推动"十五五"初步建成新型能源体系 不确定因素增多对能源安全带来更大挑战。从国际看，世界变乱交织、动荡加剧，能源成为战略竞争焦 点。全球能源贸易阵营化趋势更加明显，围绕资源权、通道权和市场权的竞争日趋激烈，我国部分能源 资源进口面临更大不确定性。与此同时，国际油气供需总体宽松、价格下行，有利于我国更好统筹国内 国际两个市场两种资源。从国内看，经济社 ...

Group 1 - The core investment theme post-Spring Festival revolves around "price increases" and "revaluation of physical assets," particularly in resource, chemical, and midstream manufacturing sectors, leveraging China's pricing power amid global uncertainties [1][2] - The technology sector, particularly driven by AI, remains a key focus, with sub-sectors like computing power, applications, and robotics expected to remain active due to industrial catalysts [1][2] - The recovery of export chains, non-bank financials, and certain consumer and real estate chains are seen as important supplements to market trends under the backdrop of internal and external demand recovery [1] Group 2 - CITIC Securities emphasizes that price increases are a core configuration clue for Q1, with a focus on sectors like chemicals, non-ferrous metals, power equipment, and new energy, while also increasing exposure to undervalued insurance and brokerage stocks [2] - Historical data indicates that February and the period around the Spring Festival are strong for market movements, with small-cap stocks showing a 100% probability of rising from the Spring Festival to the Two Sessions [3] - Guojin Securities highlights the importance of balancing global physical assets against Chinese assets, recommending commodities like copper, aluminum, and oil, as well as sectors with global comparative advantages like equipment exports and domestic manufacturing [4] Group 3 - Industrial sectors experiencing structural price increases due to supply-demand gaps are primarily in midstream materials and manufacturing, with a focus on chemicals, steel, and high-end manufacturing [5] - The potential for recovery in the export chain is noted, particularly in industries with significant exposure to the U.S. market that will benefit from reduced tariffs [5] - The policy uncertainty surrounding tariffs and trade is expected to favor gold as a risk hedge, with market participants anticipating potential shifts in U.S. trade policy [6] Group 4 - Attention is drawn to the post-holiday inventory replenishment in commodities, with a continued positive outlook on technology applications, particularly in semiconductors and AI [7] - Quantum technology is highlighted as a sector receiving dual catalysts from policy and technological advancements, with significant developments in quantum key distribution networks [8] - The AI industry revolution is identified as a key investment theme, focusing on computing power, storage, and applications, with a strong emphasis on the performance of high-growth sectors [9] Group 5 - Localized opportunities are expected in AI applications linked to overseas trends and robotics associated with the Spring Festival, with a cautious approach to market movements anticipated [10] - The current bull market logic remains intact, with a recommendation for investors to maintain confidence despite short-term volatility, focusing on sectors with high securities ratios [11]

Core Viewpoint - The A-share market is set to open after the Spring Festival, with investors keenly watching for a "good start" in trading, influenced by the positive performance of the Hong Kong stock market during the holiday period [2] Group 1: Hong Kong Market Performance - The Hong Kong stock market showed a strong performance during the Spring Festival, with the Hang Seng Index and Hang Seng Tech Index experiencing upward trends, while traditional sectors like dairy and media lagged [2][3] - Gold stocks surged due to rising international gold prices, with Zijin Mining up over 8% and Shandong Gold up 7.53% during the holiday [3] - The renewable energy sector also performed well, with companies like Ruipu Lanjun and Ganfeng Lithium seeing significant gains, driven by optimistic forecasts for lithium prices [3] Group 2: Technology Sector Insights - The technology sector, particularly AI infrastructure, saw notable gains, with Longi Green Energy rising over 15% as demand for optical fibers surged due to AI data center construction [4] - Companies in the AI and robotics space, such as MINIMAX and Yujian, experienced substantial increases, reflecting heightened market interest in AI technologies [5] Group 3: Market Outlook Post-Festival - Historical data indicates a 75% probability of the Shanghai Composite Index rising in the five days following the Spring Festival, suggesting a positive market sentiment [9] - Various brokerages have differing views on post-festival investment opportunities, with a focus on technology growth, small-cap stocks, and sectors benefiting from policy changes [10] - The upcoming Two Sessions are expected to catalyze market movements, with infrastructure projects likely to see seasonal opportunities [10][11]

锐始者必图其终，成功者先计于始。2月24日，广东"新春第一会"召开，今年大会重点关注"制造业与服务业协同发展"。广东从 这两个方向推动高质量发展早有迹可循，作为中国经济第一大省，广东经济总量连续37年领跑全国，制造业和服务业在其中发 挥着重要的作用。 2025年，全省工业增加值达4.89万亿元，高新技术企业超7.7万家，区域创新能力连续9年位居全国首位。同时广东也是服务业大 省，2025年服务业增加值占全省GDP比重的58.3%，增速也比GDP增速快0.8个百分点，经济发展的主引擎作用明显。 广东率先探索"链式改造"模式，推动制造业与服务业深度融合，随着新一轮科技革命和产业变革加速突破，制造业与服务业耦 合共生的新业态、新模式和新路径不断涌现，不仅成为新的经济增长点，更极大提升了产业体系整体竞争力。 nt the start and the state of the see and the series and the series and the series and the series and the series and the series and the series and the sering ...

数字驱动，为全面质量管理精准赋能。传统"事后检验"的质量管理模式已难以适应产业转型升级需求， 数字技术正在重塑质量管控逻辑。比如，杭州海康威视数字技术股份有限公司通过推行"数智质量"质量 管理模式，实现从订单创建到交付全过程的数字化连接与智能化应用；宁德时代新能源科技股份有限公 司为储能电站构建了涵盖智能预警、运行分析、电站体检和智慧运维的全套标准化能力。企业要积极运 用人工智能、大数据、物联网等新兴技术，深入洞察产品质量的潜在风险和改进点，推动质量管理 从"被动应对"向"主动预防"转变。 一件产品的质量，取决于最薄弱的那个环节。在质量强链纷繁复杂的分工体系中，龙头企业不能独善其 身，中小企业更应踊跃加入，通过发挥行业协会、赋能机构和产业集群的纽带作用，搭建质量交流平 台、推广最佳实践案例，形成"比学赶超"的质量改进氛围。当每家企业都把质量视为生存之本、发展之 要，把全面质量管理从"项目"转化为"常态"，中国制造将真正实现从"量大"到"质强"的跨越。 （文章来源：经济日报） 前不久，全国质量强链实践交出亮眼答卷：自2024年以来，超过5300家链主企业、28万家链员企业协同 参与了1800余个质量强链项目，解 ...

在阿勒泰地区吉木乃县拍摄的50万千瓦时风电项目配套输电线路建设现场（资料图片）。新疆依托十大 风区、五大光区的先天优势，开启"追风逐日"新型电力模式，努力打造国家能源资源战略保障基地。目 前，全疆太阳能技术可开发量约为42亿千瓦，位居全国第一位；风能资源技术可开发量约为10亿千瓦， 位居全国第二位。 新华社发（努尔别克·努尔曼 摄） 特别是哈密市，风区面积达5.16万平方公里，年日照时数在3170至3380小时之间，是全国日照最充裕的 地区之一。"十四五"期间，哈密市新增新能源装机2324万千瓦，目前新能源装机规模位居全疆第一，累 计规模突破3700万千瓦，形成了"新能源为主、多元电源协同互补"的电源结构体系。 随着新能源装机规模持续扩大，清洁电力消纳能力同步提升。记者从新疆电力交易中心有限公司获悉， 2025年新疆全年绿电交易电量达434.3亿千瓦时，较上年增长230%，规模创历年新高，相当于减少标准 煤燃烧1313万吨，减排二氧化碳3547万吨，绿色发展成效显著。 新疆电力交易中心有限公司交易部主任宋学强表示，新能源为新疆经济发展换上"绿色底座"，能激发出 巨大的"绿色"发展动能，推动新疆绿色低碳转型和高 ...

Core Viewpoint - The overseas markets showed a slight rebound during the Spring Festival holiday, with U.S. stocks recovering and commodities performing strongly, driven by geopolitical disturbances that significantly increased the prices of oil, gold, and copper. The performance of Chinese assets, particularly the FTSE China A50 index futures, also indicated a positive trend, suggesting a potentially favorable start for the A-share market in the Year of the Horse [2][4]. Group 1: Market Performance and Trends - The overseas non-U.S. assets maintained a strong performance during the holiday, indicating a high risk appetite among overseas investors, which is expected to benefit the A-share market post-holiday [5]. - The inflow of funds into the market remains unchanged, with a notable decrease in household deposits and an increase in non-bank financial institution deposits, suggesting a shift towards equity markets [6]. - Historical data shows that the A-share market typically performs well in the 20 trading days following the Spring Festival, with a 75% probability of the CSI All A Index rising during this period [9]. Group 2: Sector Focus and Investment Opportunities - The focus for investment should be on sectors benefiting from AI and resource commodities, with a particular emphasis on the robotics and AI technology applications showcased during the Spring Festival [13][14]. - The traditional sectors such as real estate and liquor are expected to see a recovery as their valuations are at historical lows, supported by improving fundamentals and policy catalysts [11]. - The "反内卷" (anti-involution) policy is anticipated to enhance the supply dynamics of resource commodities, making them attractive for investment [11]. Group 3: Strategic Recommendations - Investors are advised to focus on the technology sector, particularly in robotics and AI applications, as well as cyclical sectors like chemicals, construction materials, and machinery, which are expected to benefit from rising prices and improved demand [15]. - The market is entering a configuration phase where "technology + cyclical" remains the main theme, with technology sectors likely to respond first to market catalysts [15].