天眼查App显示，近日，协鑫集团有限公司新增一则股权冻结信息，股权所在企业为江苏协鑫电力有限 公司，冻结股权数额18亿人民币，冻结期限3年，执行法院为江西省南昌市中级人民法院。 江苏协鑫电力有限公司成立于2014年12月，法定代表人为王东，注册资本30亿人民币，经营范围含电力 项目投资，电力项目运营咨询与服务，电力能源技术开发、技术咨询与服务等，由协鑫集团有限公司、 南京安瑞鑫能电力产业投资基金企业(有限合伙)等共同持股。 ...

Group 1 - The core viewpoint of the news is that Guangxi has made significant progress in its industrial economy since the implementation of the "14th Five-Year Plan," establishing itself as a key driver for high-quality economic development [1][2][3] - The total industrial output value is expected to reach 2.7 trillion yuan this year, with a growth of 900 billion yuan over five years, and the industrial added value is projected to exceed 800 billion yuan, representing an increase of over 50% compared to 2020 [1] - The proportion of industrial added value in GDP has surpassed 27%, an increase of nearly 4 percentage points over five years, while industrial tax revenue has risen to 44.4%, up 11 percentage points in the same period [1] Group 2 - The industrial structure has been optimized, with ten pillar industries now established, including non-ferrous metals, steel, and food, with the non-ferrous metals industry expected to exceed 450 billion yuan this year [2] - Emerging industries are growing rapidly, with strategic emerging industries accounting for 23% of the industrial added value, an increase of 7 percentage points over five years, and new product output contributing over 50% to industrial growth [2] - The pace of digital and green transformation has accelerated, with over 5,000 enterprises implementing digital upgrades and 105 national-level green factories established in the past five years [2] Group 3 - The number of large-scale industrial enterprises has increased from 6,500 at the end of 2020 to nearly 11,000, ranking second in the western region and 13th nationwide [3] - The total number of industrial enterprises has grown from 73,000 at the end of 2020 to 120,000, with an average annual increase of about 10,000 [3] - Guangxi aims to focus on ten modern pillar industries during the "15th Five-Year Plan," including non-ferrous metals, advanced steel materials, and artificial intelligence, to build a modern industrial system that reflects its unique characteristics and advantages [3]

Core Insights - The recent initiation of back-to-back interconnection projects in Yuchuan, Xiangyue, and Minjiang provinces aims to enhance the flexibility and stability of power supply between different regional power grids [1][2]. Group 1: Project Details - The Xiangyue back-to-back interconnection project commenced on December 27 in Chenzhou, Hunan, which will facilitate flexible mutual assistance between the State Grid and the Southern Power Grid, significantly improving Hunan's power supply stability [1]. - The Yuchuan back-to-back interconnection project started on December 26 in Chongqing, designed to strengthen the interconnection between the State Grid and the Southern Power Grid, aiding power mutual assistance between Chongqing and Guizhou [1]. - The Minjiang back-to-back interconnection project began on December 25 in Ruijin, Jiangxi, establishing Jiangxi's first flexible direct current back-to-back converter station, creating a high-speed channel for interconnection between Minjiang and Jiangxi [1]. Group 2: Technical Explanation - Back-to-back interconnection projects involve connecting asynchronously operating power grids through a converter station that enables safe and efficient power transfer between them [2]. - The recent approval of five back-to-back interconnection projects, with a total investment of 24.4 billion yuan, includes the construction of five converter stations with a capacity of 3 million kilowatts and a total line length of 1,227 kilometers [2]. Group 3: Market Implications - The acceleration of building a unified national electricity market is aimed at facilitating cross-provincial electricity trading and optimizing resource allocation [3]. - The implementation of these flexible interconnection projects is expected to significantly enhance the mutual support and emergency response capabilities between regions, providing a solid physical foundation for regular cross-grid electricity trading [3].

盘前要闻 1、2026年以旧换新政策公布，涉及汽车、手机、平板、智能眼镜等 类型：宏观 情绪影响：正面 发改委、财政部联合发文，明确2026年"两新"政策的支持范围、补贴标准和工作要求。2026年国补主要 有四类，即汽车报废、汽车置换、家电和数码、智能产品。与2025年国补相比，少了家装、电动自行车 两大类。数码国补对象是手机、平板、智能手表手环、智能眼镜等4类产品，相比2025年新增了一项智 能眼镜。 2、美政府已颁发许可证，批准三星和SK海力士向中国出口芯片制造设备 类型：行业 情绪影响：正面 路透社报道称，据消息人士透露，三星和SK海力士已获美国批准，在2026年向中国出口芯片制造设 备。在今年早些时候撤销一些科技公司在美国芯片制造设备出口方面的许可豁免后，美国暂时松绑了对 韩国企业的限制。 3、四部门发文推动汽车行业数字化转型，推动智能机器人规模化应用 类型：行业 中国12月PMI数据将公布 机构观点 利好利空前瞻 情绪影响：正面 工信部等四部门联合印发《汽车行业数字化转型实施方案》。方案提出，组织行业"人工智能+"应用行 动，遴选一批人工智能创新应用标杆案例；推动智能机器人在焊接、喷涂、总装等环节规 ...

Group 1 - The core viewpoint of the article highlights the target price increases for listed companies, with notable gains for Stone Technology and LiuGong, showing increases of 47.62% and 38.08% respectively, indicating strong market confidence in these companies [1][2] - On December 30, a total of 29 listed companies received broker recommendations, with GuiGuan Electric and LiuGong each receiving two recommendations, reflecting their strong market positions in the electric power and engineering machinery sectors [3] Group 2 - On the downgrade side, only one company, Sanxia Tourism, had its rating lowered by CITIC Securities from "Buy" to "Hold," indicating a cautious outlook for this company in the tourism and scenic area [4][5] - A total of 11 companies received initial coverage from brokers on December 30, with notable mentions including Wanwei High-tech receiving a "Recommended" rating from China Galaxy Securities and LiuGong receiving a "Strong Buy" rating from Huachuang Securities, showcasing the interest in these sectors [6]

12月29日，由清华大学国家形象传播研究中心与责扬天下联合主办的"2025第三届可持续品牌研讨会"在清华大学举 办，本次研讨会聚焦企业可持续品牌发展和品牌价值提升，共同探讨企业如何通过可持续品牌建设，在可持续品牌 价值提升中发挥引领作用。会上发布了《2025世界能源企业可持续品牌价值研究报告》，国家电网有限公司连续三 年位居世界能源企业可持续品牌价值榜单首位，彰显了其在可持续品牌建设方面的引领地位。 作为国家电网系统内唯一受邀分享可持续品牌建设实践经验的企业代表，国网浙江省电力有限公司东阳市供电公司 党委书记周露芳从基层实践视角出发，以"塑造幸福益电，贡献国网可持续品牌建设"为题做分享，系统介绍"幸福益 电"品牌的构建逻辑、实施模式与民生成效。 品牌的生命力在于落地执行，为让"幸福益电"真正发挥作用，国网东阳市供电公司创新构建"项目孵化+资源整合+传 播赋能"三位一体的工作模式，每一步都立足实际需求、注重务实成效。 从履责实践到品牌升级，构建可持续价值新生态 作为服务东阳约120万人口用电保障的重要力量，国网东阳市供电公司近年来在国企深度参与社会治理体系和治理能 力现代化的进程中，充分发挥供电服务联系千家万户 ...

Group 1: Consumer Subsidy Policy - The National Development and Reform Commission and the Ministry of Finance announced a subsidy policy for consumer electronics and appliances, effective from 2026, providing a 15% subsidy on the sales price for specific products [1][4] - Consumers can receive a subsidy of up to 1,500 yuan for each qualifying appliance, and up to 500 yuan for each qualifying digital product, with a limit of one subsidy per product category per consumer [1][4] - The policy also supports the replacement of vehicles, offering subsidies for consumers who trade in their cars for new energy vehicles or low-displacement fuel vehicles [4] Group 2: Market Performance - COMEX silver futures rose by 7.88%, while the Dow Jones Industrial Average fell by 0.2%, closing at 48,367.06 points [2] - The S&P 500 index decreased by 0.14%, and the Nasdaq Composite index dropped by 0.24% [2] - Major tech stocks showed mixed performance, with Intel and Meta both gaining over 1% [2] Group 3: Corporate Announcements - China Aircraft Leasing announced the purchase of 30 Airbus A320neo aircraft, with deliveries expected to occur in phases until 2033 [9] - China Aluminum International plans to acquire a 51% stake in Yunnan Yun Aluminum Logistics for approximately 264 million yuan [15] - Zijin Mining Group expects a net profit of approximately 51-52 billion yuan for 2025, representing a year-on-year increase of about 59%-62% [18]

Core Viewpoint - The article discusses the implementation of the "Gansu Province Power Auxiliary Service Market Operation Rules" aimed at ensuring the safe and efficient operation of the power system in Gansu, promoting coordinated development of sources, networks, loads, and storage [2][20]. Group 1: Definition and Scope - Power auxiliary services are defined as services provided by adjustable resources to maintain the safe and stable operation of the power system, ensuring power quality, including peak regulation, frequency regulation, backup, ramping, and black start [4][22]. - The rules apply to various auxiliary service transactions, organization, assessment, compensation, settlement, and supervision management within the Gansu power auxiliary service market [6][22]. Group 2: Market Participants - Market participants include power generation companies, electricity sales companies, power users, and new types of operators such as energy storage companies, virtual power plants, smart microgrids, and vehicle-grid interaction operators [7][25]. - Participants must meet market requirements and possess observable, measurable, adjustable, and controllable capabilities [7][27]. Group 3: New Energy Storage Classification - New energy storage is classified into grid-side storage, power-side storage, and user-side storage based on their connection to the grid [9][33]. - Grid-side storage must have a charging power of at least 10,000 kW and sustain charging for over 2 hours, while user-side storage is managed by the electricity user and is not allowed to send power back to the grid [10][12]. Group 4: Frequency Regulation Market Trading - The frequency regulation market trading adopts a day-ahead bidding and intra-day clearing model, with a maximum bid price set at 15 yuan per megawatt [15][28]. - The AGC performance index K is used to measure the comprehensive performance of control units responding to AGC control commands, with a maximum coefficient limit of 2.0 [16][36]. Group 5: Measurement and Settlement - The settlement of auxiliary service compensation follows a "daily clearing and monthly settlement" principle, ensuring that all costs are balanced across the province [38][41]. - Costs incurred during the debugging period for generating units and grid-side storage should not exceed 10% of the monthly debugging period electricity revenue [42][43].

记者12月29日从国网天津电力获悉，新年即将到来之际，津城迎来一份特殊的"新年礼物"——来自甘肃 的24.8亿千瓦时绿电通过刚刚签约的4年期交易协议，为2026年的天津能源市场注入第一缕绿色动能。 据测算，这批绿电将在未来4年内帮助天津减少二氧化碳排放超百万吨。 有产品出口需求的渤化集团是该笔绿电购电的大客户之一。天津渤化碳资产管理有限公司副总经理程晖 表示，如今，绿电已成为外向型企业提升国际竞争力的必备选项。作为绿色石化产业链"链主"企业，渤 化集团需为天津保税区及经开区的国家级零碳园区建设发挥作用，绿电采购成为企业应对碳市场约束和 客户碳足迹要求的刚性需求。他介绍，今年，该集团全年交易电量达44.5亿千瓦时，目前通过中长期交 易采购绿电24.34亿千瓦时，甘肃地区绿电采购量达21.3亿千瓦时。 预计2026年，天津绿电交易规模将突破200亿千瓦时，为更多企业低碳转型注入新动力。随着更多跨省 绿电交易陆续落地，天津正通过市场化机制创新与电网基础设施升级的双轮驱动，为区域"双碳"目标实 现提供有力支撑。 为确保西北清洁能源顺利抵达渤海之滨，电网基础设施建设正全速推进。大同—天津南特高压工程作为 绿电输送的"主 ...

Core Viewpoint - The establishment of a carbon footprint management system is essential for promoting green transformation and enhancing international competitiveness in response to global carbon pricing policies [1] Group 1: Carbon Footprint Management System - The Chinese government aims to establish a carbon footprint management system by 2027 and further improve it by 2030, addressing the need for a unified accounting standard and certification system [1] - The current challenges include a lack of standardized accounting methods, insufficient local databases, and low levels of international recognition [1] Group 2: Standard System Construction - A layered and collaborative standard system is necessary to address the fragmentation of current industry standards and improve international alignment [2] - Focus on key industries such as steel, cement, and aluminum to develop specific standards that reflect the unique characteristics of different sectors [2] Group 3: Emission Factor Database - The creation of a diverse emission factor database is crucial for ensuring the credibility of carbon accounting [3] - A national-level database is set to launch in 2025, supplemented by local and industry-specific databases to support accurate carbon footprint calculations [3] Group 4: Certification and Application Mechanism - A unified carbon footprint certification system is being developed to enhance transparency and drive low-carbon transformation across supply chains [4] - The certification process will prioritize products with high export potential and government procurement [4] Group 5: Value Creation from Carbon Footprint - Encouraging companies to integrate carbon footprint data into their procurement processes can enhance collaboration across the supply chain [5] - Financial institutions are being supported to create differentiated pricing products based on carbon footprints, promoting low-carbon financing options [5] Group 6: International Cooperation - Active participation in international carbon governance is essential, especially in light of the EU's Carbon Border Adjustment Mechanism (CBAM) [6] - Establishing mutual recognition frameworks for carbon footprint data with major trading partners can reduce compliance costs for companies [6]