Core Viewpoint - The construction of zero-carbon parks is a crucial measure to address global climate change, promote China's "dual carbon" strategy, and support a new round of industrial transformation [2] Group 1: Policy and Development - The concept of "zero-carbon parks" was first introduced at the Central Economic Work Conference at the end of last year, with a commitment to establish a number of such parks [2] - By the end of June this year, the National Development and Reform Commission and other ministries issued a notice to initiate the application for national-level zero-carbon park construction [2] - The development of zero-carbon parks is gaining momentum under national planning and local government initiatives [2] Group 2: Event Details - The "2025 Zero-Carbon Park Future Partners Multilateral Dialogue" is scheduled for October 24, 2025, in Suzhou [4] - The event will be co-hosted by the China Energy Research Society and the Energy Foundation, with support from various organizations [3] - The meeting will include approximately 150 participants, including government leaders, research institutions, park representatives, energy service companies, and financial institutions [4] Group 3: Agenda Highlights - The agenda includes opening remarks, keynote presentations, and partner dialogues focusing on policy coordination and technological innovation [5] - A group standard for "Technical Guidelines for Zero-Carbon Park Construction" will be initiated during the event [5] - The event will conclude with a park inspection in the Suzhou Industrial Park [5]

回顾上周A股市场，节后两个交易日中，指数从上涨转为下跌。上周五市场全天震荡调整，三大指数集 体下跌，沪指跌近1%失守3900点。沪深两市成交额2.52万亿，较上一个交易日缩量1376亿。从行业 看，板块涨跌分化，其中建筑材料、煤炭、纺织服饰等涨幅居前，电子、电力设备、计算机、有色金属 等跌幅居前。 整体来看，本次中美贸易摩擦对市场的影响或弱于4月，主要原因在于：1）市场对中美贸易摩擦反复有 一定程度预期；2）多次TACO（"特朗普总是临阵退缩"）交易使得市场对此类事件的交易幅度愈发不 敏感。考虑到当下整体美国贸易占中国出口比例大幅下降后影响力不如从前，A股调整的催化或更多来 自持续上涨较多后"到了要调整的阶段"，且幅度可能不会特别大。 展望后续，需关注的中美贸易摩擦的持续进展。不过，中国股市的内在逻辑并未转变，关税摩擦引发的 市场调整，可能也是较好的布局窗口期。进入10月，重要会议叠加背景下政策出台概率较大，需关注党 的二十届四中全会（"十五五"规划建议，明年两会定《纲要》）、政治局会议（宏观政策出台）；海外 要关注十月FOMC议息会议，关键经济数据（如CPI、非农就业数据等）的暂缺可能会影响降息决策； 同时 ...

基 金 ETF 基金周报（20251006-20251010）： 战略金属与新兴产业的双重驱动 稀土板块仍具备投资价值 2025 年 10 月 13 日 投资要点 分析师：李荣 SAC 执业证书编号： S0340521010001 基金从业资格证书编号： F4520000001431 电话：0769-26628039 邮箱：lirong@dgzq.com.cn 研 究 本报告的风险等级为中高风险。 本报告的信息均来自已公开信息，关于信息的准确性与完整性，建议投资者谨慎判断，据此入市，风险自担。 请务必阅读末页声明。 证 券 研 究 报 告 资料来源：东莞证券研究所，Wind 资讯 各类ETF基金周度平均收益及资金流动概览：本周全球大类资产显著分 化。日经指数在高市早苗大概率当选女首相等消息影响下跳空涨超5%， 而美国市场受政府停摆影响及贸易摩擦升级的影响，三大指数均跌超2%， 港股市场同步调整，而传统避险资产黄金一度再创出历史新高。国内权 益市场方面，价值风格优于成长风格。在ETF基金方面，商品型ETF和货 币型ETF基金周度平均收益为正，其他类型ETF基金均录得负收益。本周 ETF基金资金流动情况并不显著， ...

（原标题：凯得金融中心：打造"绿色金融+科技"产融创新中枢） 南方财经记者魏彤 实习生张恒硕 广州报道 凯得金融中心（总部经济区二期）地处广深科技创新走廊、广州科学城核心总部经济区，园区毗邻黄埔 区府，享受高效政务服务，背靠广州开发区的区位优势，致力于打造"绿色金融+科技"产融创新，不仅 是新黄埔行政、文化、交通与商业的地标中心，更是企业腾飞的理想之地。 凯得金融中心地处开创大道与科学大道交汇处，3栋甲级写字楼，总建筑面积约4万平方米，聚焦科技创 新全产业链，整合金融资源，形成"孵化-融资-量产"的生态闭环，赋能新能源产业升级。 凯得金融中心聚焦科技创新全产业链，构建绿色信贷、产业基金及碳金融体系，提供IPO辅导、并购重 组等资本服务。通过整合金融资源，链接技术研发与产业应用，形成"孵化-融资-量产"的生态闭环，赋 能新能源产业升级。 园区还重点发展新一代信息技术、金融投资和专业服务，契合广州科学城IAB产业规划，吸引私募基 金、金融科技企业、检测认证机构等入驻。 凯得金融中心已吸引包括中国电建集团山东电力建设第一工程有限公司、广东快乐种子科技有限公司 （独角兽）、广州鼎捷软件有限公司(上市公司)、全省首个药 ...

Core Viewpoint - Longyuan Technology (300105.SZ) expects a net profit attributable to shareholders of 35 million to 40 million yuan for the first three quarters, representing a year-on-year growth of 50.11% to 71.55% [1] Financial Performance Summary - The company's revenue structure has changed compared to the same period last year, and it has implemented cost reduction and efficiency enhancement measures, leading to an increase in comprehensive gross profit by approximately 26.25 million yuan, a growth of about 24.89% [2] - Investment income decreased by approximately 18.03 million yuan, a decline of 108.34%, primarily due to the recognition of investment income from the associate company Guoneng Kehuan Wangkui New Energy Co., Ltd. of about 0.08 million yuan, which is a decrease of 17.04 million yuan or 99.53% compared to the same period last year [2] - Credit impairment losses decreased by approximately 9.79 million yuan, a decline of about 154.21%, mainly due to a reduction in bad debt provisions resulting from changes in the aging structure of accounts [2] - Income tax expenses decreased by approximately 8.35 million yuan, a year-on-year decline of about 163.39%, with the deductible loss amount for 2025 increasing by approximately 68.15 million yuan, which will reduce the company's income tax expenses for the current year by about 10.22 million yuan [2] - After excluding the impact of income tax, the expected effect of non-recurring gains and losses on the net profit attributable to shareholders is approximately 1.85 million yuan, mainly from asset disposal income and government subsidies [2]

Core Viewpoint - Longyuan Technology (300105.SZ) expects a net profit attributable to shareholders of 35 million to 40 million yuan for the first three quarters, representing a year-on-year growth of 50.11% to 71.55% [1] Financial Performance Summary - The company's revenue structure has changed compared to the same period last year, and ongoing cost reduction and efficiency enhancement measures have strengthened project implementation control, leading to an increase in overall gross profit by approximately 26.25 million yuan, a growth of about 24.89% [2] - Investment income decreased by approximately 18.03 million yuan, a decline of 108.34%, primarily due to the recognition of investment income from the associate company Guoneng Kehuan Wangkui New Energy Co., Ltd. at about 0.08 million yuan, which is a decrease of 17.04 million yuan or 99.53% compared to the same period last year [2] - Credit impairment losses decreased by approximately 9.79 million yuan, a decline of about 154.21%, mainly due to a reduction in bad debt provisions resulting from changes in the aging structure of accounts [2] - Income tax expenses decreased by approximately 8.35 million yuan, a year-on-year decline of about 163.39%, with the deductible loss amount for 2025 increasing by approximately 68.15 million yuan, which will reduce the company's income tax expenses for the current year by about 10.22 million yuan [2] - After excluding the impact of income tax, the expected effect of non-recurring gains and losses on the net profit attributable to shareholders is approximately 1.85 million yuan, mainly from asset disposal income and government subsidies [2]

| 序号 | 圳市 | 园区名称 | | --- | --- | --- | | 1 | 济南市 | 山东商河经济开发区 | | 2 | 青岛市 | 海尔卡奥斯工业互联网生态园 | | 3 | 淄博市 | 淄博高新技术产业开发区大健康产业园 | | 4 | 枣庄市 | 枣庄"零碳智谷"先导示范区 | | 5 | 烟台市 | 招远绿色低碳智能制造产业园 | | 6 | 潍坊市 | 星宇安防科技产业园 | | 7 | 潍坊市 | 山东大业智慧零碳工业园 | | 8 | 济宁市 | 新加坡金鹰集团鱼台绿色低碳产业园 | | 9 | 济宁市 | 宁德时代济宁新能源产业园 | | 10 | 泰安市 | 肥城经济开发区新兴产业元 | | 11 | 威海市 | 威海碳纤维产业元 | | 12 | 日照市 | 营县经济开发区零碳园区 | | 13 | 日照市 | 日照经开区临港产业园 | | 14 | 临沂市 | 临沂河东经济开发区新能源新材料产业园 | | 15 | 德州市 | 禹城多元融合现代科技产业园 | | 16 | 聊城市 | 信发循环经济产业园 | 近日，省发展改革委、省工业和信息化厅、省能源局公布山东省零碳园区 ...

Core Viewpoint - Guangzhou Comprehensive Smart Energy Co., Ltd. has been established with a registered capital of 48 million yuan, focusing on investment activities and renewable energy services [1] Company Summary - The legal representative of the newly established company is Hong Wei [1] - The company is fully owned by Guangzhou Development New Energy Group Co., Ltd., a subsidiary of Guangzhou Development [1] Business Scope - The business scope includes investment activities using self-owned funds, wind power generation technology services, centralized fast charging stations, and sales of hydrogen refueling and storage facilities [1]

"沙戈荒"成为"十四五"新能源建设新阵地，新增装机超过1.3亿千瓦，昔日的不毛之地变身"能源绿洲"；海上风电和分布式光伏成为能 源转型的新引擎、新势力，绿色能源的发展带动了能源消费"逐绿前行"。如今，全社会用电量中，每3度电里就有1度绿电是依靠风 吹、日晒、水流得来的。 "十四五"是能源供应更足、韧性更强的五年，其中仅前四年，我国能源消费增幅就达到"十三五"五年总量的1.5倍。在如此大的需求压 力下，我国电力供应和能源保障依然"顶住了峰、兜住了底"，能源自给率长期稳定在80%以上。我们努力攻克电网薄弱地区、高海拔 地区电力输送难题，让"疆电入渝"工程跨雪山、越戈壁，1度电仅用时0.007秒，就能跨越2000多公里，从遥远的新疆哈密"闪送"到重 庆千家万户。 能源被誉为工业的"粮食"、国民经济的命脉，和我们的日常生活息息相关。"十四五"时期，我国可再生能源发展，由规模跃升到质量 效益同步提升，成为保障国家能源安全的重要力量。一起来看今天的"十四五"成绩单。 "十四五"规划纲要提出，推进能源革命，建设清洁低碳、安全高效的能源体系，提高能源供给保障能力。加快发展非化石能源，建设 一批多能互补的清洁能源基地。 "十四 ...

Core Viewpoint - Boreton (01333) shares rose over 5%, currently up 5.55% at HKD 37.66, with a trading volume of HKD 38.21 million [1] Group 1: Strategic Partnerships - Boreton has recently announced a strategic cooperation agreement with Mingyang Mining, aiming for long-term collaboration in the mining sector based on complementary advantages and win-win cooperation principles [1] - In August, Boreton signed a strategic cooperation agreement with Huawei Digital Energy, focusing on zero-carbon smart mining construction and pure electric mining truck supercharging technology, further deepening collaboration to promote global mining's green and low-carbon transformation [1]