人民财讯1月23日电，企查查APP显示，近日，海南洋浦明阳海上风电技术有限公司成立，注册资本为 1000万元，经营范围包含：新能源原动设备制造；海上风电相关装备销售；海上风电相关系统研发；发 电机及发电机组制造等。企查查股权穿透显示，该公司由明阳智能（601615）全资持股。 ...

Group 1: Financial Performance - The company expects to achieve a net profit attributable to shareholders of between 1.2 billion and 1.5 billion, representing a year-on-year growth of 121.58% to 153.23% compared to 2025's 0.5 billion [2] - Growth drivers include increased delivery volume and value from overseas offshore wind projects, higher construction standards for exported marine engineering products, and enhanced project value through integrated services [2] Group 2: Market Outlook - The company believes that offshore wind energy development in Europe is a "must" due to existing energy replacement needs and new electricity demand, with significant growth potential in the North Sea and Baltic Sea regions [2] - The recent AR7 auction in the UK offered 8.4 GW of offshore wind projects, exceeding market expectations, with historical highs in project scale and subsidy amounts [3] - The company has high confidence in the market for 2026, particularly in Germany, Japan, the Netherlands, and Poland, with significant project auctions expected [3] Group 3: Project Developments - The company is actively participating in tenders for offshore wind projects in Japan and South Korea, which are emerging markets [6] - Multiple countries are expected to make progress in commercial floating offshore wind projects this year, including the UK, France, and South Korea [4] - The company plans to gradually provide localized services to enhance its systematic service capabilities, which can effectively address client bottlenecks [5] Group 4: Operational Capacity - The company anticipates the operation of 2-3 self-owned vessels this year, each capable of transporting 15,000 to 20,000 tons of products per trip, positively impacting project revenue [6] - Current project scheduling and shipping are tight, with multiple new overseas projects expected to be shipped this year [7] - The company is continuously seeking new ports to expand its local service capacity across Europe [7]

"十四五"时期，揭阳海洋经济生产总值年均增速达13.7%。海上风电并网发电超90万千瓦，惠来临港产 业园形成了集开发、科研、总装、制造、运维于一体的海上风电全产业链基地，全省首个新建"海上风 电母港"正式对外开放。"惠来鲍鱼"年育苗44亿粒，占据国内鲍鱼苗市场40%以上的份额。 擦亮"揭阳制造"品牌，揭阳女士内衣、家居服产量占全国40%以上，中高端翡翠销售额占全国90%以 上，不锈钢餐具产量占全球市场份额的60%左右，塑料拖鞋年产值突破300亿元。全市市场主体达45.13 万户，快递业务量2025年突破了52亿件，较"十三五"末增长113%，稳居全国前5位。 城乡区域协调发展。揭阳推动各县（市、区）因地制宜培育壮大1—2个特色优势主导产业，2023年、 2024年县域GDP分别增长16.8%、7.2%，普宁市、惠来县争创全国百强县。创建3个国家农业产业强 镇，竹笋、青梅、鲍鱼等名优农产品走向世界，10条农业产业链产值年均增长超7%。以"拔杆、拆围、 增绿、硬化"为关键抓手，2025年利用半年时间打造出1500公里沿主干道联镇带村成片风貌带。 1月21日，"'十四五'广东成就"揭阳专场新闻发布会在广州举办。据会 ...

责任编辑：江蓬新 为持续推动能源绿色低碳转型、大力支持南方区域海上风电发展，近日，南方能源监管局组织开展了 2025年南方区域海上风电并网和消纳情况专题调研。 下一步，南方能源监管局将紧扣政策要求，强化监管服务，推动优化海域资源利用与产业链协同，助力 南方区域海上风电规模化、高质量发展，为经济社会绿色低碳转型提供更加可靠、更高比例的绿色能源 保障。（汪彦丞） 此次调研聚焦海上风电集群化开发、送出工程建设及通道共享、海上风电消纳等重点内容，南方能源监 管局主要负责人带队实地走访粤桂琼沿海海上风电项目及产业链企业，重点了解项目建设进度、并网和 消纳保障情况及"风电+海洋牧场"等融合模式创新成效，摸清工程建设、项目并网、送出消纳等各环节 存在的问题，专题开展座谈研究，强化电网公平开放等监管，着力推动解决项目遇到的困难，推动监管 辖区海上风电并网投运取得新成效、新突破。 ...

企查查APP显示，近日，中海油（汕尾）海上风电有限公司成立，法定代表人张传涛，注册资本为5000 万元，经营范围包含：发电业务、输电业务、供（配）电业务；发电技术服务；太阳能发电技术服务； 风力发电技术服务等。企查查股权穿透显示，该公司由中国海油旗下中海油（广东）综合能源有限公 司、明阳智能、汕尾市投资控股有限公司共同持股。 | 序号 | | | 股东名称 | 持股比例 ÷ | | --- | --- | --- | --- | --- | | | + | 奥士 | 中海油(广东) 综合能源有限公司 | 51.00% | | | | 油 | 国有企业 大股东 | | | 2 | + | E | 明阳智慧能源集团股份公司 | 36.50% | | | | | 明阳智能 (601615.SH) | | | 3 | + | | 汕尾市投资控股有限公司 | 12.50% | | | | | 市層国企 | | ...

Core Viewpoint - The news highlights the significant improvements in the business environment in Guangxi, emphasizing the region's commitment to supporting enterprises and enhancing economic development through various initiatives and policies [2][3][4][5][6]. Group 1: Business Environment Improvements - Guangxi has successfully completed the review and filing of key projects for four offshore wind power companies within 15 days, ensuring timely land acquisition and project commencement [2]. - The region aims to enhance its business environment by implementing the "Business Guangxi · Convenient in Gui" service brand, focusing on creating a favorable atmosphere for enterprises [2]. - The establishment of a project promotion and coordination mechanism encourages private capital participation in key projects, particularly in national construction initiatives [3]. Group 2: Cost Reduction Initiatives - In 2025, Guangxi organized eight government-financial-enterprise matchmaking events, resulting in over 350 billion yuan in credit approvals, aimed at reducing financing costs for businesses [4]. - The average electricity price for industrial and commercial users decreased by approximately 0.0745 yuan per kilowatt-hour, alongside various tax reduction policies, easing operational costs for enterprises [4]. Group 3: Service Enhancements - Guangxi has streamlined its administrative processes, reducing 1,122 procedural steps and achieving a 70% reduction in processing times, with 91.9% of services available online [4]. - The region has implemented various supportive policies, including social security subsidies and credit restoration measures, to assist businesses in their growth [4]. Group 4: Business Confidence and Growth - In 2025, over 77% of surveyed enterprises reported a positive perception of the business environment in Guangxi, with 56.57% planning to invest in the coming year, an increase of 14.71 percentage points from 2023 [5]. - The total number of operating entities in Guangxi reached 4.654 million by the end of 2025, marking a 23.7% increase since the end of the 13th Five-Year Plan, with over 500,000 new registrations in 2025 [6]. Group 5: Collaborative Efforts and Success Stories - The collaboration between the Guangxi government and JD Group led to the establishment of a strategic partnership in new retail and artificial intelligence, showcasing the region's efficiency and commitment to business development [6]. - The successful launch of the 1,000th industrial humanoid robot by UBTECH Technology in Liuzhou reflects the region's supportive and efficient business environment, contributing to technological advancements [7].

Core Viewpoint - Shantou is making significant strides in developing its marine economy, with a total investment of approximately 452.2 billion yuan allocated for eight major projects aimed at high-quality development in key sectors such as clean energy, high-end manufacturing, modern fisheries, and coastal tourism [2]. Group 1: Marine Economy Development - Shantou has officially launched eight major projects for marine economic development, with a total investment of about 452.2 billion yuan [2]. - The city aims to strengthen its position as a provincial sub-center and a main hub in the Shantou-Chaozhou-Jieyang urban agglomeration, enhancing the strategic importance of the marine sector in its development [8]. Group 2: Wind Energy Initiatives - Shantou has established itself as a key player in the offshore wind energy sector, with a planned capacity of 35.35 million kilowatts, potentially expanding to 60 million kilowatts, equivalent to three Three Gorges power stations [19]. - The city has built three offshore wind farms, generating over 6.1 billion kilowatt-hours of electricity, sufficient to power a city with a population of one million for 2-3 years [20]. - Shantou's offshore wind energy resources are abundant, with an average wind speed of 9-10 meters per second and nearly 4,000 hours of effective annual generation time, making it one of the best sites for wind power in the country [18]. Group 3: Wind Power Industry Chain - Shantou is developing a comprehensive offshore wind power equipment manufacturing industrial park, which integrates various upstream and downstream enterprises, significantly improving efficiency and reducing land use by 75% while achieving an annual output value of 14.2 billion yuan [21]. - The city has established the first land-based wind power testing base with the largest single-machine testing capacity in the country, enhancing the reliability of wind turbines [21]. - The "offshore wind power + marine ranching" model has been implemented, allowing for simultaneous energy generation and fish farming, with an expected annual output of 180 tons of high-quality fish [21]. Group 4: Economic Impact and Employment - The marine economy is projected to contribute 54.47 billion yuan to Shantou's GDP, accounting for 17.2% of the total, indicating that the "blue economy" is becoming a significant growth engine for the city [22]. - The expansion of the wind power industry has created numerous job opportunities, providing traditional fishermen and aquaculture workers with stable and higher-income employment options [22]. - Local educational institutions are actively developing wind power-related programs and training bases in collaboration with enterprises, facilitating a closed loop for talent circulation in the wind power sector [22].

Group 1 - The A-share market in 2025 experienced significant changes, primarily driven by valuation increases across various sectors, with the non-ferrous metals industry leading the gains [4] - The overall A-share market performance can be divided into four phases: Phase 1 (Jan-Mar): Technology concepts led the "tech bull"; Phase 2 (Apr-Jun): External shocks and internal support boosted the market; Phase 3 (Jun-Nov): Liquidity and economic conditions resonated, accelerating trends; Phase 4 (Nov-Dec): A period of consolidation after the main index rise [4] - Key characteristics of the 2025 A-share market include a new level of total market capitalization, continuous inflow of new funds, and a shift in market structure, with the electronics sector reaching the highest market value for the first time [4] Group 2 - Yonyou Network expects a reduction in losses for 2025, projecting a net profit of -1.3 billion to -1.39 billion yuan, with revenue expected to be between 9.17 billion and 9.27 billion yuan [6][8] - The company is transitioning to a subscription-based business model, which is expected to impact revenue growth rates, despite a recovery in contract signing amounts starting from the second quarter of 2025 [7] - The launch of the BIP "Ontology-Driven Agent" aims to enhance AI capabilities in enterprises, shifting from probabilistic generation to logical execution, providing a new foundation for high-quality AI applications [10][11] Group 3 - Ant Group's collaboration with Weining Health has led to the rapid deployment of AI products, with the monthly active users of the Ant Health app exceeding 30 million, indicating strong market penetration [12][13] - Weining Health's WiNEX series AI products have been implemented in nearly 150 medical institutions, enhancing clinical decision-making and documentation efficiency [14] - The Chinese medical software system market is projected to reach 11.5 billion yuan by 2029, with Weining Health focusing on domestic innovation and adaptation [15][16] Group 4 - The People's Bank of China reported stable loan rates and increased corporate loan issuance, indicating a positive outlook for the banking sector [18][19] - The December social financing data showed a year-on-year increase in new loans, primarily driven by corporate loans, suggesting a robust lending environment [19][20] Group 5 - The UK AR7 offshore wind auction results exceeded expectations, with a total auction volume of 8.4GW, marking a 58% increase from the previous round, indicating strong future demand for offshore wind projects [21][22] - Domestic manufacturers are expected to benefit from increased orders as a result of the AR7 auction outcomes, with significant growth anticipated in the offshore wind sector [24] Group 6 - Tencent Holdings is projected to achieve a revenue of 195.4 billion yuan in Q4 2025, with strong growth in its gaming and advertising segments [25][26] - The company is expected to maintain robust performance across its core businesses, with AI capabilities enhancing its overall ecosystem [27] Group 7 - The coal market is expected to see price support due to seasonal demand and supply constraints, with current prices at 695 yuan/ton [28][31] - The coking coal market is experiencing a recovery in demand as steel production increases, leading to a rise in coking coal prices [29][30] Group 8 - The State Grid's investment during the 14th Five-Year Plan is projected to reach 4 trillion yuan, significantly boosting the power equipment supply chain [41] - The focus on new energy systems and AI integration in power operations is expected to enhance operational efficiency and support the growth of emerging industries [41]

Core Viewpoint - Wenzhou, known as the "capital of China's private economy," is on the verge of achieving a GDP exceeding 1 trillion yuan, driven by its transformation and upgrade in industrial capabilities [1] Group 1: Economic Growth and Investment - As of 2024, 27 cities in China have surpassed a GDP of 1 trillion yuan, with Wenzhou being a key player in this trend [1] - Manufacturing investment in Wenzhou has seen a significant increase, with a year-on-year growth of 23.9% from January to November 2025 [9] Group 2: Offshore Wind Power Development - Wenzhou is accelerating its development of deep-sea offshore wind power, with 17 projects planned and a total capacity exceeding 20 million kilowatts, accounting for over 50% of the province's capacity [11] - The offshore wind power base in Wenzhou has received around 3 million kilowatts in orders, expected to be fulfilled over the next 3 to 4 years [7] Group 3: Artificial Intelligence and Data Utilization - Wenzhou is leveraging data as a critical foundation for developing its artificial intelligence sector, with 50 high-quality datasets created to support training in various industries [19] - The city aims to establish a 100 billion yuan artificial intelligence industry cluster by 2027, focusing on practical applications of AI in its key industries [17]

Core Viewpoint - The article discusses the transformation of Hainan into a significant hub for lithium battery production and green energy, driven by the implementation of a zero-tariff policy and the establishment of a comprehensive industrial chain from resource importation to processing and distribution [2][4]. Group 1: Lithium Industry Developments - Hainan Free Trade Port commenced full island closure operations on December 18, 2025, increasing the proportion of zero-tariff goods from approximately 21% to 74% [2]. - The first lithium signal post-closure was marked by the arrival of about 28,950 tons of lithium concentrate at the Guotou Yangpu Port, marking the first zero-tariff declaration for new energy minerals [3]. - Hainan Mining is advancing a project in Yangpu Industrial Park to produce 20,000 tons of battery-grade lithium hydroxide annually, with a total investment of approximately 1.056 billion yuan, aiming for trial production by February 2025 [5]. Group 2: Electric Vehicle Infrastructure - CATL is establishing a network of battery swap stations in Hainan, with plans to build over 22 swap stations within three years and more than 100 within five years, targeting electric heavy-duty trucks [7][8]. - The establishment of a zero-carbon park construction alliance, led by CATL, aims to promote green transformation and industrial collaboration in Hainan [10]. Group 3: Recycling and Sustainability Initiatives - Ruikemei plans to establish a joint venture in Haikou Comprehensive Bonded Zone to build a facility with a capacity of 20,000 tons per year for processing retired lithium batteries, focusing on green recycling and high-value regeneration for Southeast Asia and the Asia-Pacific region [11]. - The article emphasizes that the closure is not merely about cheaper imports but about facilitating smoother cross-border factor flows and bonded processing for re-export [12]. Group 4: Broader Green Energy Initiatives - Yangpu is also advancing offshore wind power demonstration projects and planning a manufacturing park for wind power equipment, targeting exports and operations in Southeast Asia [14]. - Additional projects, such as green methanol, are being accelerated to meet the demand for green shipping fuels and support the construction of international shipping hubs [15].