| | | 9月1日，华能新能源股份有限公司发布关于公司法定代表人兼董事长无法履职的公告，公司法人、董事长赵建勇因病医治无效，于2025年8月30日不幸逝 世。根据华能集团及公司相关规定，当前公司日常经营工作由董事、总经理石冠海先生主持。 ...

（责任编辑：张晓波 ） 相关产品： 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 2025年9月2日，A股三大指数走弱，全市场超4300只个股下跌，碳中和ETF（159790）逆势翻红， 成交额超2400万，最新规模达20亿元，全市场同类产品规模第一。 碳中和ETF（159790）是全市场规模最大的碳中和主题ETF基金。跟踪中证内地低碳经济主题指 数，聚焦电池、电力、光伏设备等低碳主题公司，受益于国家"3060"碳达峰、碳中和，相关新能源、节 能环保公司，业绩增长空间广阔。指数覆盖社会经济各领域与减碳相关的行业及企业，便于投资者精准 全面把握市场热点。 消息面，近日，《关于推进绿色低碳转型加强全国碳市场建设的意见》印发，这是我国碳市场领域 第一份中央文件，明确了全国碳市场中长期发展的时间表、路线图、任务书。经过四年多的发展，全国 碳市场建设实现了起步稳、运行稳，取得了较为显著的成效。"十四五"能源成果亮 ...

Group 1: Core Views - The market has shown significant profit-making effects this year, with fund managers identifying three main investment themes: innovative drugs, beneficiaries of "anti-involution" policies, and AI [2] - The innovative drug sector is viewed as the most promising and consensus-driven investment theme among fund managers, indicating a long-term bullish outlook rather than short-term speculation [4][5] - Fund managers express differing opinions on investment strategies within these themes, particularly regarding the timing and nature of commercial opportunities [4][6] Group 2: Innovative Drugs - The innovative drug sector is expected to experience a golden turning point, with significant value release anticipated as many companies approach commercialization [4][5] - Fund managers highlight the importance of favorable policies and market conditions, with 2025 being a pivotal year for revenue growth in the innovative drug sector [5] - The investment cycle for innovative drugs is projected to extend over the next few years, with many domestic drugs expected to enter the commercial phase by 2027 [6] Group 3: "Anti-Involution" Policies - Fund managers agree that "anti-involution" policies will have a profound impact on the market, potentially improving corporate profitability and reshaping traditional industry valuations [9] - There is a consensus that these policies could alleviate excessive competition and enhance the profitability of leading companies [9][10] - However, opinions diverge on the specific beneficiaries of these policies, with some managers cautious about their impact on sectors like solar and new energy [12] Group 4: AI Applications - The AI sector is widely regarded as a key driver of future global economic growth, transcending traditional technology categories [14] - Fund managers show a consensus on the importance of computing infrastructure as a primary investment focus, while opinions vary on specific AI application areas [15] - Some fund managers express caution regarding certain AI applications, particularly in autonomous driving and robotics, due to rapid technological changes and competitive uncertainties [16]

筑牢基石 助力基建绿色换新 走进盐池县风沙强劲的荒漠，数千排深蓝色光伏板如一片波光粼粼的蓝色海洋，在黄沙间铺展至天际。 作为宁夏统筹谋划的绿电园区重点项目、"沙戈荒"风光电基地重点项目，宁国运盐池高沙窝92万千瓦光 伏复合项目于近日完成全容量并网。该项目设计总投资42.3亿元，通过"光伏+生态"修复模式，在发电 的同时实现荒滩植被恢复，每年可输送22.5亿千瓦时清洁电力，减少二氧化碳排放187.2万吨。 项目建设伊始，银行机构积极对接企业，了解项目建设情况和企业融资需求，国家开发银行宁夏分行、 工行吴忠支行、邮储银行（601658）吴忠市分行等金融机构累计为项目授信超40亿元。 为做好绿色金融大文章，中国人民银行吴忠市分行强化政策指导，联合政府相关部门先后印发吴忠市绿 色金融助推地方实体经济高质量发展、金融赋能"六权"改革助力绿色发展先行市建设实施方案以及关于 加大对碳减排领域信贷支持、地方性金融机构加大绿色发展支持等相关文件，引导金融机构建立健全绿 色金融体系，加大对低碳产业、绿色产业的支持。积极把握吴忠市清洁能源产业发展优势，指导全市金 融机构建立绿色金融领导小组或工作专班，组建专业化绿色金融服务团队，将 ...

Group 1 - The export structure of China is shifting from low value-added products to high-tech and high value-added products, with significant growth in traditional exports like electromechanical products, which saw a 9.5% increase in June, accounting for 60.0% of total exports [1] - New energy products, represented by electric vehicles, lithium batteries, and solar cells, are emerging as new driving forces in the export structure, aligning with global green transition trends and reflecting China's rapid development in strategic emerging industries [1] - The export of intelligent home appliances and industrial automation equipment is steadily expanding, indicating a gradual enhancement of the intelligence and greenness of export products [1] Group 2 - China's export market is becoming more diversified, actively expanding into emerging markets such as ASEAN and countries involved in the Belt and Road Initiative, which enhances the resilience of foreign trade [2] - The decline in imports is attributed to multiple factors, including falling international commodity prices, uneven recovery in domestic investment, and reduced reliance on imports due to domestic substitution [2] - The foreign trade landscape in the second half of the year may be weaker than in the first half, with both opportunities and challenges present, but the diversification strategy is expected to bolster export resilience and growth potential [2] Group 3 - The diversification strategy in foreign trade has shown initial success, with total imports and exports to Belt and Road countries reaching 11.29 trillion yuan, a year-on-year increase of 4.7%, accounting for 51.8% of China's overall foreign trade [3] - Trade with ASEAN countries continues to grow, with exports reaching $32.254 billion in the first half of the year, a 13% year-on-year increase, solidifying ASEAN's position as China's largest trading partner [3]

易成新能（300080.SZ）9月2日在投资者互动平台表示，上述通知不包含公司已中标的源网荷储项目， 公司前期已中标源网荷储项目有卫东区200MW风电项目、郏县150MW风电项目等。源网荷储一体化是 新能源项目未来发展的重要趋势，通过配置储能和智能调度能平滑风光电力输出的波动性，最大限度减 少"弃风弃光"，将原本可能浪费的绿色电力充分利用起来。公司高度重视并积极布局源网荷储一体化这 一战略性方向，对于未来的投资预算，公司将根据未来市场变化、资金计划安排、已有项目进展等情况 综合决定。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：媒体报道，河南省发改委发布了《关于实施第九批源 网荷储一体化项目的通知》。本批次共53个项目纳入实施范围。 公司如何看待"源网荷储项目"的将来 发展前景？在源网荷储项目已取得哪些项目和营收？ ...

中化新网讯 8月21日，内蒙古自治区政府新闻办举行自治区落实"五大任务"工作推进情况及取得阶段性 成效新闻发布会。会上披露，2025年上半年内蒙古绿氢产量达到3659吨，超过去年全年产量；绿氨产能 达到32万吨/年，处于全国领先地位。 在储能方面，内蒙古将储能作为牵动新能源发展的"牛鼻子"，开展新型储能专项行动，出台加快新型储 能建设7条支持政策。目前，已批复项目涵盖锂电池、液流电池、飞轮和压缩空气等6种主要技术路线。 上半年，内蒙古新开工新型储能项目1480万千瓦，提前完成年度目标；新建成储能规模70万千瓦，总规 模达到1102万千瓦，同比增长112%。 内蒙古自治区能源局党组成员、副局长陈铮指出，内蒙古作为国家重要能源和战略资源基地，坚决扛牢 能源保供责任。新能源已经成为内蒙古的"王牌"产业和绿色"名片"。今年以来，内蒙古坚持源网荷储一 体推进，提质增效发展新能源。 "我们聚焦扩大供给，抢抓新能源发展'窗口期'，紧抓快干推进新能源开发建设，简化新能源项目审批 流程，推进'沙戈荒'大基地、光伏治沙等重点项目早开工、早建成。"陈铮表示。据了解，内蒙古自治 区新能源装机处于全国首位，上半年新能源新增装机1028 ...

Core Viewpoint - The article emphasizes the urgent need for the manganese industry to overcome resource bottlenecks, accelerate technological innovation, and build a green circular industrial system in response to profound changes in the energy sector and intense competition in the materials industry [1][11]. Group 1: Industry Insights - The National Manganese Industry High-Quality Development Conference was held on August 28, focusing on the future direction of the manganese industry [1]. - Longyang County is recognized as a significant manganese resource area in China, highlighting its importance in the national manganese industry landscape [3]. - The future development of manganese mining in China will focus on breakthroughs in low-grade ore utilization and exploration in potential areas such as Xiangdong, Chuanxi, and Hebei over the next 10-15 years [3]. Group 2: Technological Developments - Manganese-based cathode materials are identified as a crucial direction for future battery development, necessitating collaboration between industry, academia, and research to expand their application in power and energy storage batteries [3]. - The advantages of manganese-based materials include safety, low-temperature performance, and high cost-effectiveness, making them a new trend in the power battery industry [4]. - The global first manganese-based semi-solid-state battery was launched by SAIC on August 5, 2025, showcasing the potential of manganese-based batteries in various applications [4]. Group 3: Environmental Solutions - The treatment of manganese slag, a solid waste from electrolytic manganese production, poses a significant challenge for sustainable development in the manganese industry [7]. - A comprehensive solution for harmless treatment of manganese slag includes multiple processes such as multi-stage countercurrent washing and chemical stabilization techniques [7]. Group 4: Collaborative Discussions - A roundtable discussion featured industry leaders discussing breakthroughs in technological bottlenecks and market trends, fostering a consensus on development strategies [9]. - The conference served as a high-level platform for industry professionals to exchange ideas, igniting enthusiasm for technological innovation and resource optimization [11]. Group 5: Future Outlook - The successful conclusion of the conference marks a new development stage for the manganese-based new energy industry, with leading companies like Anhui Boshik High-Tech setting benchmarks for enhancing battery performance and expanding application fields [11]. - As technologies mature and commercialization accelerates, manganese-based batteries are expected to play a significant role in the green energy revolution, particularly in new energy vehicles and energy storage systems [11].

2025.09. 02 本文字数：1258，阅读时长大约2分钟 作者 | 第一财经 金叶子 新一年的全球创新指数（GII）全球百强创新集群的变化表明，风险投资对创新活动也至关重要。 9月1日下午，第一财经从世界知识产权组织（WIPO）获悉，在WIPO预先揭晓的2025全球创新指 数之世界百强创新集群排名中，深圳-香港-广州集群超越东京-横滨集群，跃居榜首，而圣何塞-旧金 山集群则上升三位，成为第三。 集群名 排名 | 深圳-香港-广州 | 1 | | --- | --- | | 东京-横滨 | 2 | | 圣何塞-旧金山 | 3 | | 北京 | 4 | | 首尔 | 5 | | 上海-苏宁 | 6 | | 纽约市 | 1 | | 伦敦 | 8 | | 波士顿-剑桥 | 9 | | 洛杉矶 | 10 | | 大阪-神户-京都 | 11 | | | 12 | 来源：WIPO 方法上的改变使2025年出现了一个新的排名第一的集群，反映出深圳-香港-广州与东京-横滨相比， 在风险资本交易方面表现更为突出。然而，这两个集群继续为全球科学出版物和专利产出作出巨大贡 献，二者在全球提交的PCT申请中，几乎占到五分之一。与 ...

Group 1 - Nearly 60% of companies reported revenue growth, and over 75% achieved profitability in the first half of 2025, indicating a positive trend in the overall performance of listed companies in China [1][2] - The total revenue of all listed companies reached 35.01 trillion yuan, a year-on-year increase of 0.16%, while net profit was 3.00 trillion yuan, up 2.54% year-on-year [1][2] - Excluding the financial sector, the revenue of real economy companies remained stable at 30.42 trillion yuan, with a slight net profit increase of 0.94% to 1.59 trillion yuan [2] Group 2 - In terms of industry performance, 17 out of 19 sectors reported profitability, with 7 sectors showing revenue growth and 10 sectors showing net profit growth [3] - The manufacturing sector showed marginal improvement, with revenue and net profit growth rates of 4.73% and 7.75%, respectively [3] - The consumer sector experienced significant growth, particularly in the new energy vehicle market, where net profit growth exceeded 30% [3] Group 3 - R&D investment across all listed companies exceeded 810 billion yuan, reflecting a year-on-year increase of 3.27%, with a research intensity of 2.33% [4] - The introduction of new regulations for sci-tech bonds has led to the issuance of 824 bonds, raising over 1.02 trillion yuan, with private enterprises accounting for 100.4 billion yuan [4] Group 4 - The implementation of "anti-involution" policies in key sectors like photovoltaics and steel has shown initial positive results, with a notable reduction in capital expenditure in the photovoltaic sector by 49.52% [5] - The trend towards "new" and "green" development is becoming more pronounced, with significant growth in the humanoid robot and clean energy sectors [6] Group 5 - A total of 818 companies announced cash dividend plans, with a total dividend payout of 649.7 billion yuan, reflecting an increase in shareholder return awareness [6][7] - The completion rate of share buyback plans reached 49%, with an expected buyback amount of 164.27 billion yuan, indicating a strong commitment to enhancing corporate value [7]