"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]

《通知》要求，各市有关部门指导相关园区按照《山东省零碳园区建设方案》要求，科学推进零碳园区 建设工作。2026年底前，省有关部门将组织开展中期评估，2027年底前组织验收，通过验收的园区正式 公布为山东省零碳园区。 中化新网讯 近日，山东省发展和改革委员会、省工业和信息化厅、省能源局共同发布《关于公布山东 省零碳园区创建名单的通知》。 18家园区入选山东省零碳园区创建名单，分别为山东商河经济开发区、海尔卡奥斯工业互联网生态园、 淄博高新技术产业开发区大健康产业园、枣庄"零碳智谷"先导示范区、招远绿色低碳智能制造产业园、 星宇安防科技产业园、山东大业智慧零碳工业园、新加坡金鹰集团鱼台绿色低碳产业园、宁德时代 （300750）济宁新能源产业园、肥城经济开发区新兴产业园、威海碳纤维产业园、莒县经济开发区零碳 园区、日照经开区临港产业园、临沂河东经济开发区新能源新材料产业园、禹城多元融合现代科技产业 园、信发循环经济产业园、滨州临港化工产业园、东明石化产业园"园中园"。 《通知》强调，烟台市丁字湾新型能源创新区零碳园区、东营市东营时代零碳园区申报国家级零碳园 区，如未能成功纳入国家零碳园区建设名单，自动进入山东省零碳 ...

创业板新能源ETF华夏（159368）是全市场跟踪创业板新能源指数的规模最大ETF基金，也是同类产品 中且唯一拥有场外联接的基金。创业板新能源指数主要涵盖新能源和新能源汽车产业，涉及电池、光伏 等多个细分领域。创业板新能源ETF华夏（159368）弹性最大，涨幅可达20cm；费率最低，管理费和托 管费合计仅为0.2%；规模最大，截至2025年9月29日，规模达11.16亿元；成交额最大，近一月日均成交 9354万元。其储能含量达51%，固态电池含量达30%，契合当下市场热点。（联接A：024419联接C： 024420）。 （文章来源：每日经济新闻） 2025年10月13日，A股三大指数集体走弱，创业板新能源ETF华夏（159368）回调1.08%。自9月5日以 来，创业板新能源ETF华夏（159368）连续20日资金净流入达9.89亿元，最新规模达11.16亿元，位居同 类第一。 中信建投认为，储能增长的核心逻辑是新能源渗透率提升和储能系统成本下降的共振。国内外储能需求 呈现 "强现实"，锂电池排产高增，当前储能行业正处于产业拐点。 ...

Core Viewpoint - The China (Shenzhen) - Saudi Arabia Digital Energy Industry Economic and Trade Cooperation Exchange Conference successfully took place in Riyadh, highlighting the collaboration between Shenzhen's new energy enterprises and various Saudi institutions and companies [1][2] Group 1: Shenzhen's Energy Development Model - Shenzhen is recognized for its three key development models: "Supercharging City," "Electric Power Storage and Distribution Network," and "Virtual Power Plant," which provide efficient green energy services and digital solutions [1] - The city aims to leverage its global digital energy leadership and construction experience to contribute affordable, reliable, and sustainable energy solutions to Saudi Arabia by 2030 [1] Group 2: Collaboration and Agreements - Representatives from Saudi institutions acknowledged China as an important partner, emphasizing significant cooperation in trade and investment, particularly in new energy and technological innovation [1] - Several Shenzhen enterprises showcased their capabilities, with agreements reached, including a strategic partnership between Shenzhen Urban Transport Planning Center and Ascend Solution Holding for smart pilgrimage management systems [2] - The Shenzhen Battery Industry Association signed an agreement to establish a service center in Saudi Arabia, indicating a commitment to further collaboration in areas such as photovoltaics, battery storage, microgrids, and electric vehicles [2]

国泰若安斯货 信息汇总及行情频测 当前市场主流预期,100%的关税难以落地,最终回到TACO交易,只 是时间问题。这种情况下，如果前期科技资产的仓位已经获得显著的 浮盈,短期可以适当降低部分恒科仓位,观望,并选择更好时机以更 低成本再介入恒生科技。 但如果贸易战恶化的形式比市场当前主流预期更严峻。参考19年贸易 战经验,部分形成产业趋势的科技板块即便在关税冲击下短期暴跌, 也能在市场波动率下降、风险偏好企稳阶段重拾涨势,占优全年。因 此,这种情况下仍然推荐港股把握科技(ai/创新药/自主可控) +红利 的杠铃策略,择机抄底科技资产。 短期美股因情绪导致的波动可能难以避免,但情绪层面的冲击会明显 小于四月，不会跌那么狠。短期可以适当降低部分美股仓位，观望, 并选择更好的时机更低成本再介入美股科技资产。 潜在风险在于,相较于今年4月,美股的位置更高,本身就存在资金盘 活获利了解的压力,可能对于利空更加敏感。 受周末贸易战升温影响,周一国债或全线高开,但持续性堪忧。亦有 可能出现4月7日前后跳空高开再回落的走势。仍然维持底部震荡偏空 观点。 贸易摩擦用升级 风险信息汇总及后续展望 有色金属价格几乎全部承压,其中金融 ...

中泰证券指出，从资金面看，节后两天大盘以流入为主，科技主线受关注尤为明显。沪深300、创业 板、科创板ETF均显示净申购，创业板ETF资金流入表明长线资金托举有力，认为下跌带来加仓机会。 结构上，新能源等科技板块资金大幅流入，显示资金依然围绕科技+能源主线。但需警惕中美贸易摩擦 升级对依赖海外市场的高景气赛道（如新能源）的冲击。整体来看，创业板50指数调整幅度相对可控， 科技领域仍是主线。 创业板50ETF国泰（159375）跟踪的是创业板50指数（399673），涨跌幅限制为20%，该指数从深圳证 券交易所创业板中筛选出市值规模大、流动性优异的50只股票，覆盖信息技术、新能源、医药生物等具 备高成长特性的行业。指数聚焦科技创新领域，凸显"科技+成"双重属性，并采用动态调整机制持续优 化成分股结构，以反映创业板核心优质企业的整体市场表现。 （文章来源：每日经济新闻） ...

Market Performance - On October 13, the market experienced a significant decline with a trading volume of 2.53 trillion, down approximately 140 billion from the previous trading day[1] - The semiconductor and new energy sectors showed weakness, while non-tech sectors like building materials and coal performed better[1] - The Shanghai Composite Index fell by 0.94%, closing below 3900 points, with the Shenzhen Component down 2.70% and the ChiNext Index down 4.55% on October 10[3] Sector Analysis - The adjustment in the tech sector is expected to create a capital spillover effect, leading to potential gains in non-tech sectors such as non-bank financials and chemicals[1] - Major outflows were noted in the semiconductor, battery, and software development sectors, while inflows were seen in grid equipment, infrastructure, and securities[4] Economic Indicators - The Ministry of Civil Affairs announced a first batch of elderly care service subsidies amounting to 1.16 billion yuan, aimed at supporting elderly individuals with moderate to severe disabilities[5] - The World Trade Organization revised its global trade growth forecast for 2025 from -0.2% to 2.4%, but lowered the 2026 forecast from 2.5% to 0.5% due to anticipated tariff impacts[7] Investment Trends - Public funds have shown increased enthusiasm for participating in private placements, with total subscriptions exceeding 30 billion yuan this year, surpassing last year's total[13] - Private equity firms remain optimistic about market continuity but advise caution regarding valuation pressures on certain tech stocks[14]

证券研究报告 科技铸就信心 ——本轮A股牛市阶段性复盘及展望 平安证券研究所总量&行业团队联合 2025年10月13日 请务必阅读正文后免责条款 核心摘要：看好权益中期向上趋势，把握科技产业主线 2 • 总量观点：行情复盘指示，本轮牛市行情仍有向上空间，科技板块为主要驱动力。①本轮牛市的宏观背景与2014-15年相似，技术创新和产业 变革、政策支持以及流动性充裕是主要驱动力，企业盈利改善仍需等待；②两轮牛市均由科技板块主导，2014-15年是"互联网+"，2025年是 "人工智能+"，TMT有望获得更多超额；③当前行情泡沫指标（估值水平/成交热度/杠杆资金/市场情绪/相对价值等）虽已至历史较高分位，但 较2014-15年最高值仍有空间。④本轮牛市涨幅领先的行业存在业绩支撑，如电子、计算机、传媒等；对比估值与业绩预期，电力设备、社会 服务、美容护理、有色金属等行业具备相对配置价值，商贸零售、汽车、通信、地产、煤炭等行业则存在一定的高估。 • 行业观点：本轮行情中，AI引领科技产业趋势向好（TMT/新能源/汽车），部分周期+内需消费具备结构性机会（有色/商贸零售/医药生物）。 - 电子：行业在全球AI创新热潮+算 ...

Core Insights - The article discusses the "Tiaonan Biomass Methanol Project" by Shanghai Electric, highlighting its economic viability and the growing market for green methanol in China [2][5]. Group 1: Project Overview - The Tiaonan project is expected to generate an annual revenue of approximately 360 million RMB from its main and by-products [3]. - The project utilizes biomass gasification to produce methanol, with a current estimated production cost of 4,900 RMB per ton [3]. - The green methanol price under the Tiaonan project is set at 840 EUR per ton, equivalent to about 7,031 RMB [3]. Group 2: Market and Capacity - As of August 2025, there are 220 green methanol projects in China, with 38 projects either in production or under construction, totaling an estimated capacity of 4.8 million tons per year [5]. - By 2028, the conservative estimate for China's green methanol production capacity is projected to exceed 5 million tons per year [5]. Group 3: Technical and Economic Analysis - The operational costs are critical in determining the overall cost of green methanol, with biomass raw material costs exceeding 50% and electricity costs accounting for 33% of the total [3]. - The report includes a comprehensive analysis of different technical routes for methanol production and their associated costs [8]. Group 4: Environmental Impact - The project emphasizes the importance of green methanol certification and evaluates the lifecycle carbon emissions associated with the Tiaonan project [8]. Group 5: Future Outlook - The article outlines the competitive landscape for green methanol in China and provides forecasts for the market's future growth [9].