长江商报消息 ●长江商报记者 汪静 新强联（300850.SZ）再度向市场进行募资。 12月23日晚间，新强联公告称，拟定增募资不超过15亿元，将用于6MW及以上大功率风电主轴承、偏 航变桨轴承及零部件建设项目和补充流动资金。 长江商报记者注意到，上市5年以来，新强联频频募资，目前已增发3次，发行可转债1次，包括IPO累 计已募资逾42亿元，每次募资基本都投向风电相关业务。 新强联专注于风电核心零部件的研发、生产和销售。风电机组大型化趋势下，市场需求提升，2025年前 三季度，新强联实现营业收入36.18亿元，盈利6.64亿元。 再抛大手笔定增募资计划 12月23日晚间，新强联公告称，拟定增募资不超过15亿元，将用于6MW及以上大功率风电主轴承、偏 航变桨轴承及零部件建设项目和补充流动资金。其中，6MW及以上大功率风电主轴承、偏航变桨轴承 及零部件项目拟投入募集资金11亿元，总投资额为14.2亿元。? 新强联表示，公司本次募集资金投资项目拟扩充6MW及以上大功率风电轴承及零部件产能，拟投产轴 承最高可适用于18MW及以上功率等级的风力发电机组，是公司顺应行业变化趋势、巩固行业地位的重 要举措。 上市一年后，2 ...

最后，还有一个有预期差的方向，就是近期的新能源板块，不管是光伏、风电还是固态电池，走势都挺 强。这既与美国缺电有关，也和国内反内卷政策有关，这些往往是大家容易忽视的板块。 其次，涨价逻辑相关板块也需留意，其与期货联动性较强。近期主要是碳酸锂涨价逻辑，今天和锂相关 的股票都涨疯了。不过，股票和期货不同，碳酸锂期货持续拉升创出近期新高，但前期强势的天际股 份、多氟多、赣锋锂业等，是否存在涨幅透支情况？若前期涨幅已被透支，一旦期货端杀跌，股票很可 能迎来大回撤。所以，若想参与期货涨价逻辑品种，不如直接押注期货，毕竟期货可盘中及时平仓，而 股票是T+1交易，无法当天随时买卖。 12月24日，和讯投顾吴青宇表示，今天香港因圣诞节休市，下午北上资金买入通道关闭，导致成交量缩 量200多亿。在当前市场环境下，成交量很难支撑4000多家股票上涨，所以明天市场大概率继续分化。 那么，明天分化行情下，哪些板块是核心呢？结合今日复盘简单分析如下： 首先，科技线和商业航天板块值得关注。昨天就提到，商业航天是科技线的补涨，二者在一定程度上存 在互卡位特性。但科技线整体强度强于商业航天，毕竟科技线对指数有带动效应。想象一下，若你是主 力 ...

关于 REITs 市场近期波动的一些看法 20151223 摘要 REITs 经营权板块近期下跌并非基本面因素导致，而是 OCI 事件引发的 机构避险行为，该事件源于 2024 年 2 月会计准则更新，允许机构灵活 选择 TPL 或 OCI 进行会计处理，旨在减少股价波动对内部考核的影响。 本轮回调中，经营权 REITs 跌幅接近 4%，高于产权 REITs 的 1.99%， 能源板块也出现下跌。高估值、短久期经营权项目面临内部压力，但长 期来看，REITs 因其底层项目现金流稳定仍具吸引力。 投资者应关注 REITs 资产的长期收益率价值，特别是经营权类项目的 IR 预期，并进行多种情景假设以确保现金流偿付能力和估值底部，同时密 切关注流动性风险。 市场对 OCI 拆分方法存在争议，包括用 I2 计算全周期投资收益率、本金 摊销和基地论等，但目前尚无统一规定，各机构需自行调整。短期内， 流动性风险是主要担忧。 长期来看，REITs 业态具有稳定现金流预期，值得关注。当前环境下， 应重点关注基本面良好的公用事业类和水电等稳定的能源业态，并关注 市场估值变化带来的配置机会。 Q&A 近期市场出现明显回调，尤其是 ...

Group 1 - The article highlights the unique experiences of foreigners in China, showcasing their deep connection and appreciation for Chinese culture and advancements [2] - It introduces a short video series titled "Encounters with China, Falling in Love with China," which features stories of foreigners who have embraced Chinese life [2] - The focus of the latest episode is on the Tianjin Port, which is being redefined through the integration of clean energy and smart technology, exemplifying China's green development efforts [2] Group 2 - The Tianjin Port is described as a "smart zero-carbon" port, illustrating how it efficiently operates by combining wind power, solar energy, and intelligent systems [2] - The exploration journey of a Russian student, Vika, at Tianjin Port reveals her astonishment and reflections on China's innovative approaches to green development [2]

Economic News - The State-owned Assets Supervision and Administration Commission emphasized the need for central enterprises to enhance budget management and cost control across all aspects of operations [2] - The National Development and Reform Commission and the National Energy Administration aim for a total installed capacity of 15 million kilowatts for solar thermal power by 2030, with costs comparable to coal power [2] - The Ministry of Housing and Urban-Rural Development proposed measures to promote the sale of existing homes and optimize affordable housing supply [2] - The General Administration of Customs conducted research on cutting-edge technology development and technology transfer [2] - The Hainan Free Trade Port has begun exporting self-produced goods with a value of 32,000 yuan, benefiting from over 12% cost savings [2] - The Shanghai Municipal Finance Bureau announced a subsidy for pig income insurance, with the municipal government covering 50% of the premium [2] - The U.S. economy showed a revised annualized GDP growth of 4.3% in Q3, exceeding expectations [2] - Japan reported a leak of radioactive water from a new reactor, with ongoing investigations into external radiation exposure [2] - Brazil confirmed anti-dumping duties on automotive glass from China, with specific rates for Malaysian producers [2] - South Korea's BC Card completed a pilot project for stablecoin payments, allowing foreign users to pay local merchants [2] Company Insights - Haibo Technology plans to invest 2 billion yuan in a smart green energy storage factory, expected to be completed by December 2028 [6] - Zhenyu Technology's subsidiary signed a strategic cooperation agreement to invest at least 1 billion yuan in projects related to new energy vehicle components and humanoid robots [6] - Huaxin Cement's major shareholder plans to increase its stake in the company by 200 million to 400 million yuan within six months [6] - Biological Shares' major shareholder intends to increase its stake by 50 million to 100 million yuan over the next year [6] Industry Strategy Agriculture Sector - The report suggests focusing on three main investment lines for the agriculture sector in 2026, with an emphasis on pig farming, feed, and pet food [7][9][10] - The pig farming industry is expected to see a gradual improvement in supply-demand dynamics, with a focus on cost management as a key factor for long-term growth [7] - The report highlights the potential for leading companies like Muyuan Foods to benefit from improved valuations and market conditions [8] Feed and Veterinary Medicine - The veterinary medicine sector is shifting towards innovation, with companies that prioritize R&D expected to thrive [9] - The feed industry is anticipated to see stable demand supported by high livestock inventory, with leading companies likely to gain market share [9] Pet Food Market - The domestic pet food market is projected to grow, with local brands gaining market share despite tariff disruptions [10][11]

截至发稿，三一重能市值为318亿元。 每经头条（nbdtoutiao）——微信聊天遭老板监视，杀毒软件"失明"，员工隐私被系统性采集！软件商 公开售卖"监控神器"，称已服务多家企业 2024年1至12月份，三一重能的营业收入构成为：风电行业占比99.29%，其他业务占比0.71%。 （记者 张明双） 每经AI快讯，三一重能（SH 688349，收盘价：25.94元）12月24日晚间发布公告称，公司第二届第二十 五次董事会会议于2025年12月23日以现场结合通讯会议的方式召开。会议审议了《关于公司部分募投项 目延期的议案》等文件。 ...

Group 1 - As of December 24, 2025, 1866 companies in the Shanghai Stock Exchange have held performance briefings for Q3, representing 99% of scheduled meetings and over 80% of all companies in the market [1] - Companies are actively signaling a shift towards new development and transformation, particularly in AI and energy storage sectors, indicating a strong desire to find a "second growth curve" [1][2] Group 2 - The demand for new production capabilities is a key topic among companies, with many expressing optimism about market opportunities driven by technology, particularly in AI and energy storage [2][3] - Companies like Foxconn Industrial Internet and Hangzhou Silan Microelectronics are focusing on AI server demand and power semiconductor development, respectively, highlighting their commitment to innovation [2] - Trina Solar and Jinko Power are expanding their energy storage projects, with Trina expecting over 5 GWh in Q4 shipments and Jinko planning to increase its project scale to 10 GWh [2] Group 3 - Companies are exploring mergers and acquisitions as a strategy for transformation and industry integration, with several firms discussing their plans to create new business platforms [4][5] - Southern Power Grid Energy Storage and other companies are focusing on expanding their business layouts around the energy storage value chain to develop a "second growth curve" [4] - Haier Smart Home and Xiamen Tungsten are emphasizing the importance of strategic acquisitions to enhance their core business competitiveness and explore new industry opportunities [5]

Core Insights - The Shanghai Stock Exchange has seen 1866 companies hold Q3 earnings briefings, indicating a strong focus on new development and transformation towards AI and energy storage sectors, with a strong desire to find a second growth curve for 2026 [1] Group 1: New Quality Production Power - New quality production power has become a prominent discussion topic among Shanghai-listed companies, with many industries witnessing new markets and opportunities driven by technology [2] - Industrial Fulian reported strong demand for AI computing power, with expectations for AI server shipments to exceed previous forecasts due to increased capital expenditure from cloud service providers [2] - Silicon Microelectronics has developed several power chip solutions for AI servers, achieving performance levels that meet international standards [2] Group 2: Energy Storage and Clean Energy - Trina Solar highlighted significant market opportunities for the energy storage industry driven by AI technology and global industrial upgrades, with expectations for North American shipments to exceed 1 GWh by 2025 [3] - Jinko Technology emphasized its focus on energy storage, with ongoing projects totaling 10 GWh and plans to expand its project scale [3] - Sany Heavy Energy reported over 2 GW of new overseas orders in the offshore wind power sector, indicating substantial growth compared to the previous year [3] Group 3: Transformation and Second Growth Curve - Companies are actively seeking transformation and integration through mergers and acquisitions to create new business platforms or second growth curves [4] - Nanwang Storage plans to expand its business layout around the energy storage value chain, aiming to develop strategic emerging businesses and international operations [4] - Several companies, including Olay New Materials, are looking to broaden their business into high-performance metals and key materials in cutting-edge technology fields [4] Group 4: Mergers and Acquisitions - Mergers and acquisitions are frequently discussed as a means of transformation, with Haier Smart Home indicating a focus on enhancing global competitiveness through strategic investments [5] - Xiamen Tungsten plans to conduct mergers and acquisitions to strengthen and extend its industrial chain [5] - Companies like Hidi Micro are actively seeking high-quality chip targets for potential mergers and collaborations, considering various factors such as technical team strength and product competitiveness [5][6]

责编 | 李慧颖 国家发改委网站12月24日消息， 《鼓励外商投资产业目录（2025年版）》已经国家发展和改革委员会第22次委务会议审议通过和商 务部审签，经国务院同意，现予以发布，自2026年2月1日起施行。 以下为原文 中华人民共和国国家发展和改革委员会 中华人民共和国商务部 令 第37号 《鼓励外商投资产业目录（2025年版）》已经国家发展和改革委员会第22次委务会议审议通过和商务部审签，经国务院同意，现予以 发布，自2026年2月1日起施行。2022年10月26日国家发展改革委、商务部发布的《鼓励外商投资产业目录（2022年版）》同时废止。 国家发展和改革委员会主任：郑栅洁 商务部部长：王文涛 202 5年12月15日 附件： 《鼓励外商投资产业目录（2 025年版）》 来源：国家发改委网站 End 欢迎分享给你的朋友！ 出品 | 中国能源报（c ne ne rgy） 拥抱中阿新机遇,彰显中企硬实力! 《阿拉伯国家采购需求对接 中国优质供应商名录（2026-2030）》征集 7 中国特殊报 发起组织 公开征集 光伏、风电、储能、氢能、电网、生物质、地热、燃煤、CCS、油气、工业节能、 充电桩、综合能源 ...

Core Viewpoint - The company has approved an investment in a 1 million kilowatt wind power project in Xinjiang Ruoqiang, with a total investment not exceeding 3.220613 billion yuan [1] Group 1 - The project has received approval from the company's board of directors and the strategic development committee [1] - The company will increase its investment in the project company by 659 million yuan [1] - All 7 board members participated in the voting, and the proposal was passed unanimously [1]