截至10月10日，创业板新能源ETF华夏（159368）规模达11.16亿元，位居同类规模第一，自9月以来规 模增长近10亿元，增幅达1824%。 9月以来，新能源板块估值持续修复，投资逻辑反转。截至10月10日，创业板新能源ETF华夏 （159368）区间涨幅超22%。 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10月10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。 （文章来源：每日经济新闻） ...

Core Viewpoint - The release of the "Guidelines for High-Quality Development of Industrial Parks" aims to promote renewable energy consumption, build green supply chains, and enhance the production of green products, ultimately driving regional economic development and guiding industrial upgrades [1][3]. Group 1: Policy and Framework - Over 70% of industrial output and 60% of energy consumption in China are concentrated in industrial parks, making them key areas for achieving carbon neutrality and new industrialization [3]. - The "Guidelines" provide a systematic approach for industrial parks to transition from rapid quantitative growth to effective qualitative improvement, focusing on five major directions: specialization, intensification, digitalization, greening, and standardization [3][4]. Group 2: Low-Carbon Transition - The guidelines represent a shift from pilot explorations to a comprehensive perspective on low-carbon transformation, emphasizing the need for optimizing industrial structure, enhancing supply chains, and ensuring safety in production [5]. - Industrial parks are expected to play a significant role in the construction of "zero-carbon parks," particularly in sectors like wind power, photovoltaics, and battery manufacturing [5][6]. Group 3: Infrastructure Development - The guidelines stress the importance of developing renewable energy infrastructure, such as rooftop photovoltaics, decentralized wind power, and energy storage systems, to support green industrial parks [7][8]. - A tailored approach to green infrastructure development is recommended, taking into account local resources, industrial characteristics, and spatial constraints [7][8]. Group 4: Data Sharing and Digitalization - The guidelines advocate for the enhancement of new information infrastructure, including the deployment of 5G and industrial internet technologies, to facilitate digital transformation in industrial parks [10]. - Addressing the challenges of energy data sharing is crucial, with suggestions for innovative data-sharing techniques that protect corporate data while promoting transparency in carbon emissions [10][11].

LG新能源10月13日公布第三季度财报显示，营业利润从去年同期的4483亿韩元升至6013亿韩元，同比 增长34.1%。 ...

2025年10月9日，沪指一度站上3900点，这是自2015年牛市以来时隔十年的重要突破，引 发市场广泛关注。 这一关口在当下有何重要意义？背后的主要驱动因素有哪些？后续哪些板块或行业有机会？ 市场风险在哪里？ 为此，记者采访了博时基金权益投资一部投资总监兼基金经理曾豪，永赢基金权益投资部联 席总经理、永赢锐见进取基金经理李文宾，嘉实信息产业基金经理李涛，诺安精选回报基金 经理吴博俊、上银基金经理陈博，富荣基金研究部/权益投资部总经理、基金经理郎骋成。 牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ A股可能迈入全新发展阶段 沪指时隔十年一度突破 3900点，对此你怎么看？ 李涛： 此次突破不仅仅是数字的跨越，更是经济复苏、资本市场回稳向好、投资信心提升的 有力佐证。需要注意的是，虽然市场整体上行，但分化明显，这反映当前市场仍处于结构化 行情中。 李文宾： 这是 A股步入新发展阶段的重要标志。这一突破反映了资本市场投资逻辑的根本转 变，即从过去依赖流动性驱动和与传统投资驱动型经济挂钩，转向以新质生产力和中国优质 企业为核心。此外，市场结构的优化、 ...

Core Viewpoint - External shocks causing asset declines present a good opportunity to increase holdings in the Chinese market [2] Group 1: Market Analysis - The recent escalation in the US-China trade dispute has led to panic selling, reminiscent of the situation in April [2] - Unlike the uncertainty in April regarding the impact of "reciprocal tariffs," the current trade risk boundaries are clearer, and domestic financial stability is more assured [2] - The demand for quality assets in China remains strong, and the current external conflicts should be viewed as buying opportunities rather than a trend-ending event [2] Group 2: Negotiation Dynamics - The US-China tariff negotiations are characterized by difficulty, repetition, and long-term nature, with a high probability of phased agreements [3] - Prior to negotiations, market sentiment may be suppressed due to the collection of bargaining chips, leading to downward pressure on indices [3] - After negotiations, the market typically rebounds as negative factors are digested, indicating a potential for recovery in the A-share market [3] Group 3: Market Trends - Recent declines in A-share indices were influenced by high valuations triggering financing rules, leading to a shift in market dynamics [3] - The market is undergoing a technical adjustment, but the core logic for sustained growth remains intact, suggesting a likely upward trend [3]

此次入围的18个园区包括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"先导示范区等。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。 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创建名单，18个园区入围。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，将自动进入省零碳园区创建名单。 根据《山东省零碳园区建设方案》，山东坚持"高标准、少而精"原则，分期分批，有序推进零碳园区建 设。到2027年，全省建成15个左右省级零碳园区，相关园区技术路径基本清晰、配套制度基本健全，总 结推广建设经验，形成示范带动效应。到2030年，建成一批省级零碳园区，相关技术装备、政策制度、 配套服务等更加健全，为碳排放达峰后稳中有降发挥关键作用。（记者 陈晓婉） 零碳园区是指通过规划、设计、技术、管理等方式，使园区内生产生活活动所产生的二氧化碳排放降 至"近零"水平，并具备进一步达到"净零"条件的园区。此前，山东出台《山东省零碳 ...

Core Insights - Xiamen's capital market has significantly contributed to the growth of innovative enterprises, with a total of 68 domestic listed companies and a market capitalization of 797 billion yuan as of August 2025 [1][2] - The city has seen a 50% increase in A-share listed companies since the implementation of the registration system in 2019, with 23 new companies added [1][2] - Xiamen's listed companies are primarily engaged in sectors such as electronic information, biomedicine, and new materials, with over one-third classified as specialized and innovative enterprises [2][3] Market Development - The capital market in Xiamen is in an accelerated development phase, with 16 new overseas listed companies and 565 companies in the pipeline for listing [1][2] - The total R&D expenditure of listed companies reached 11.25 billion yuan in 2024, marking a 2.2% year-on-year increase, with an average R&D intensity of 6.23% in the manufacturing sector [3][4] Financial Ecosystem - Xiamen has established a multi-tiered capital market system, including the main board, ChiNext, and regional equity markets, providing comprehensive financing services for enterprises at different stages [1][6] - The private equity market has also expanded, with 321 private fund managers managing 203.4 billion yuan, reflecting a 6.23% increase [6][7] Policy Support - The Xiamen Securities Regulatory Bureau has implemented various policies to support the high-quality development of the capital market, including measures for technology innovation and mergers and acquisitions [4][5] - The bureau has facilitated the listing of 102 specialized and innovative enterprises on the newly established board, enhancing the service and cultivation functions of the regional equity market [7][8] Future Outlook - The Xiamen Securities Regulatory Bureau aims to leverage the reform of the Sci-Tech Innovation Board to identify high-quality technology enterprises with significant breakthroughs and strong commercial prospects [5][8] - The city plans to continue enhancing its financial ecosystem to support the growth of innovative enterprises and improve the quality and quantity of listed companies [8]

Core Insights - Runjian Co., Ltd. is expanding its energy network business in the renewable energy sector, recently winning a significant bid for a wind power project worth 1.753 billion yuan (including tax) [1][2] - The company is focusing on the application of AI technology in the renewable energy field, marking a successful transformation in its AI strategy [1][4] Group 1: Business Expansion - Runjian Co., Ltd. has been actively involved in the renewable energy sector, covering wind power, photovoltaic, charging infrastructure, and comprehensive energy services [2] - The company recently won multiple major projects in both renewable energy and telecommunications, showcasing strong market competitiveness [2] - The company is accelerating its energy network business, including new energy operation and virtual power plant services, in response to significant demand growth [2] Group 2: International Market Development - Runjian Co., Ltd. is also accelerating its expansion into overseas markets, achieving revenue of 96.91 million yuan in 2024, a year-on-year increase of 78.5% [3] - The company is focusing on the ASEAN market, with projects in the Philippines, Vietnam, and Indonesia, including data center upgrades and construction [3] Group 3: AI Technology and R&D - As a digital intelligent operation service provider, Runjian Co., Ltd. is pushing for a comprehensive transformation of its AI strategy, with multiple business segments including communication, digital, energy, and computing networks [4] - The company has established a joint venture with Zhifang to enhance its capabilities in public services, automotive manufacturing, and intelligent operations [4] - Runjian Co., Ltd. has invested a total of 1.561 billion yuan in R&D from 2020 to the first half of 2025, with over 27% of its workforce in R&D and more than 800 intellectual property rights [4] Group 4: Financial Strategy - To meet the funding needs for its computing and other businesses, Runjian Co., Ltd. plans to issue debt financing tools not exceeding 6 billion yuan, including short-term financing bonds and medium-term notes [5]

Core Insights - China Energy Engineering Corporation (CEEC) has secured contracts worth approximately 27.45 billion USD (about 195.54 billion RMB) for renewable energy projects in Saudi Arabia, marking a significant achievement in its international expansion strategy [1][2][4] Group 1: Contract Details - The contracts include three major projects: the 1GW wind power project, the 2GW wind power project, and the 2GW photovoltaic project, with individual contract values of 6.63 billion USD, 12.51 billion USD, and 8.31 billion USD respectively [2] - The construction periods for these projects are set at 26 months, 30 months, and 26 months [2] Group 2: International Expansion Strategy - CEEC has adopted a "four-step" strategy for international expansion, which includes "going out, going in, integrating, and full integration," and has established six regional headquarters and 256 branches across over 140 countries and regions [4] - The company has reported consistent double-digit growth in international business metrics over the past three years, with new contract amounts, revenue, and profit all showing significant increases in the first half of 2025 [4] Group 3: Financial Performance - From 2021 to 2024, CEEC's revenue grew from 322.32 billion RMB to 436.71 billion RMB, with year-on-year growth rates of 19.23%, 13.67%, 10.82%, and 7.56% respectively [6] - The net profit attributable to shareholders also increased from 6.50 billion RMB to 8.40 billion RMB during the same period, with growth rates of 39.26%, 20.07%, 2.07%, and 5.13% [6] Group 4: Research and Development - CEEC has invested approximately 429.80 billion RMB in research and development over the past three and a half years, focusing on enhancing its technological capabilities and supporting industry transformation [7] - The company has developed a range of advanced technologies in energy generation, including supercritical power generation and various renewable energy solutions [7] Group 5: Emerging Industries - In the first half of 2025, CEEC's revenue from strategic emerging industries grew by 14.6%, accounting for 37.3% of total revenue [9] - The company has made significant advancements in energy storage and hydrogen energy sectors, with multiple projects underway both domestically and internationally [8]

在灌云县四队镇中心卫生院，刘小涛察看门急诊、药房和慢病筛防中心后说，要强化基层卫生人才 队伍建设，推动优质医疗资源扩容下沉，更好满足群众家门口的看病就医需求。 盐城是新四军重建军部所在地，刘小涛前往新四军纪念馆，深切缅怀革命英烈的丰功伟绩。他说， 要牢记习近平总书记殷殷嘱托，不忘初心使命，弘扬伟大抗战精神和新四军"铁军"精神，为推进中国式 现代化江苏新实践凝聚磅礴力量。 省政府秘书长赵建军参加调研。 10月11日至12日，省委副书记、代省长刘小涛在连云港市、盐城市调研。他强调，要深入贯彻落实 习近平总书记对江苏工作重要讲话精神，认真落实全省沿海地区高质量发展座谈会精神和省委部署要 求，准确把握当前面临的新形势新任务，以科技创新驱动产业升级，以绿色发展厚植比较优势，以高水 平双向开放赢得更大主动，因地制宜发展新质生产力，奋力打造高质量发展新增长极。 牵山连海、港城相依，连云港正成为东西交融窗口、国际合作枢纽。刘小涛来到连云港港集装箱码 头和中哈（连云港）物流合作基地，详细了解港口规划建设、物流通道运营情况后说，要用好发展机 遇、潜力和优势，进一步优化提升港口空间布局，发展壮大临港产业，拓展深化陇海线"朋友圈"， ...