据协鑫能科消息，12月23日，越南Vina 30兆瓦风电项目在越南庆和省顺南县开工。这是协鑫能科开工 建设的首个海外风电项目。Vina风电项目占地约7.6公顷，总装机容量30兆瓦。项目全面投产后，预计 每年可为越南庆和省提供清洁电力约8648.9万千瓦时。 ...

（文章来源：每日经济新闻） 每经AI快讯，12月24日，风电整机板块走高，电气风电涨超10%，运达股份、金风科技、三一重能、中 船科技、明阳智能等跟涨。 ...

人工智能是推动临港产业转型升级、实现高质量发展的"关键招"。近年来，防城港市把"人工智能 +"作为核心引擎，加快拓展人工智能应用场景，构建"技术研发—场景应用—创新转化"新质生产力培育 生态链。 从广西钢铁集团建成广西首条智能化自动化钢铁分析检测线、广投海上风电项目引进AI算法+智能 巡检机器人，到盛隆冶金围绕"数据贯通、智能驱动、精益管控"三大主线全力打造"AI+智慧工厂"、防 城港澳加粮油成功搭建智能制造平台，再到广西最大干散货自动化泊位引入"卸船机AI仿生作业系统"、 广西首个进口铜精矿"智慧商检"及铁矿石远程查验试点，防城港市推动"AI+产业"从"单点突破"变成"全 面开花"，为临港产业向高端化、智能化、绿色化发展注入了澎湃动能。 12月19日，广西钢铁集团（柳钢防城港基地）智能制造中心内，大幅显示屏实时呈现全流程生产动 态：AI炼钢模型正根据多维度数据精准调控炉温、原料配比等关键参数，5G无人铁水运输车轨迹清晰 可视，智能天车、自动焊牌机器人有序作业。技术人员仅需远程调度，改变了传统钢铁生产"凭经验判 断、靠人工操作"的模式。 今年以来，该公司以"工业互联网+5G"为底座，构建全流程数智化架构。其中 ...

Core Viewpoint - The article emphasizes the strategic positioning of Danzhou Yangpu in building a high-standard model for Hainan Free Trade Port, focusing on high-level openness and modern industrial development to leverage the opportunities presented by the full closure of the Hainan Free Trade Port [1][2]. Group 1: High-Level Openness and Policy Implementation - High-level openness is identified as a core requirement for creating the model for the Free Trade Port, with Yangpu Economic Development Zone serving as a key platform for external cooperation [2]. - Danzhou Yangpu aims to fully implement Free Trade Port policies, enhance the number of enterprises benefiting from these policies, and reform the ship registration system to improve international competitiveness [2]. - The strategy includes expanding institutional openness and strengthening cooperation with regions like the Guangdong-Hong Kong-Macao Greater Bay Area and the Yangtze River Economic Belt [2]. Group 2: Modern Industrial System Development - Danzhou Yangpu plans to establish a modern industrial system with a focus on new materials, new energy, digital economy, and biomedicine, leveraging post-closure policy advantages [3]. - The goal is to develop a billion-level petrochemical new materials industry cluster and expand the renewable energy sector, including wind, solar, and hydrogen energy [3]. - The digital economy will be enhanced through initiatives like the International Information Port and Smart Yangpu Data Center, aiming to integrate digital technology with traditional industries [3]. Group 3: Business Environment and Social Development - The region is committed to creating a first-class business environment to support enterprise growth, emphasizing the importance of a vibrant private economy and streamlined government services [4]. - Danzhou Yangpu will focus on improving public services in education and healthcare, enhancing social security systems, and promoting high-quality population development [4]. - Infrastructure development will be prioritized to create a livable environment, fostering coordinated regional development among various economic zones [4]. Group 4: Governance and Community Engagement - The governance framework will emphasize the centralized leadership of the Party, strengthening grassroots organizational construction to promote high-quality development [5]. - Efforts will be made to ensure integrity in governance and to engage the community in the development process, fostering a collaborative environment for achieving the goals of the Free Trade Port [5].

Core Viewpoint - The 20th Central Committee's Fourth Plenary Session emphasizes the strategic importance of developing new quality productivity to accelerate the construction of a modern industrial system, positioning it as a new engine for high-quality development in China and offering global opportunities [1]. Group 1: Innovation and Economic Growth - The third industrial revolution's impact on global economic growth is diminishing, necessitating a shift to higher levels of productivity to rejuvenate economic growth [2]. - By 2029, strategic emerging industries in China are projected to account for over 20% of GDP, indicating significant growth opportunities for global tech companies in areas like AI and biotechnology [2]. - PwC forecasts that global opportunities from business model transformation will reach $7.1 trillion by 2025, with the Chinese market contributing $1.66 trillion [2]. Group 2: Technological Advancements and Global Leadership - China's high-tech manufacturing sector is expected to see a 9.2% year-on-year increase in value added by November 2025, with smart consumer device manufacturing growing by 7.6% [3]. - China is leading in setting global standards for industrial 5G, contributing to the digital transformation of global manufacturing [3]. - China is a major player in the green energy sector, exporting over 80% of the world's photovoltaic components and 70% of wind power equipment, aiding global sustainable development [3]. Group 3: International Cooperation and Development - China's new quality productivity is becoming a key term in global South cooperation, with various countries expressing interest in collaborative efforts to avoid traditional modernization pitfalls [5][6]. - The establishment of cooperation mechanisms, such as the China-Vietnam railway, and significant agreements like the $22 billion high-tech industrial park project with Malaysia, highlight China's commitment to fostering international partnerships [5]. - China's approach to innovation and cooperation is seen as a model for developing countries to achieve sustainable development [6]. Group 4: Open Cooperation and Global Governance - China advocates for inclusive technological cooperation, sharing the benefits of new quality productivity with other nations to promote a more inclusive global economy [7]. - The country positions artificial intelligence as a global public good, inviting global South countries to collaborate in its development [7]. - Through initiatives like the Belt and Road, China is sharing its development experiences in satellite navigation and e-commerce with the world [7]. Group 5: Future Directions - China is committed to advancing new quality productivity through technological innovation, aiming for higher quality and more inclusive development that contributes to global economic growth [8].

Core Viewpoint - The European Commission's Foreign Subsidies Regulation (FSR) is perceived as discriminatory against Chinese companies, leading to significant operational challenges and financial losses for these firms in the EU market [1][3][4]. Group 1: FSR Implementation and Impact - The FSR, effective from July 2023, mandates companies involved in EU public tenders or mergers exceeding certain thresholds to declare foreign subsidies received [1]. - Since its implementation, the European Commission has received 2,100 declarations but has only conducted three in-depth investigations, all targeting Chinese technology firms in the renewable energy and transportation sectors [2]. - The FSR has reportedly caused direct and indirect losses to Chinese companies amounting to approximately €2.1 billion [3]. Group 2: Legal and Operational Challenges - The lack of transparency in the FSR's enforcement has raised concerns about "black box" governance, with limited information available even for investigated cases [2]. - Compliance with the FSR imposes significant administrative burdens on companies, requiring extensive data collection on foreign subsidies, which can include loans, capital injections, debt relief, and tax benefits [3]. Group 3: Broader Economic Implications - The FSR is seen as damaging to the EU's business environment, creating administrative pressures not only for Chinese firms but also for other international companies operating in the EU [3]. - The regulation is criticized for potentially undermining EU-China economic cooperation, which is vital for energy transition, supply chain security, and infrastructure development [4].

Group 1: Investment and Development - The Huibo Yuntong Big Data Industrial Park in Luoshan County is under construction, set to become an AI data labeling base accommodating 7,000 people by June next year [1] - The project is spearheaded by Yu Hao, who returned to his hometown to invest, highlighting the trend of entrepreneurs returning to their roots to foster local development [1] - In Xinyang, over 150,000 entrepreneurs have returned to establish more than 100,000 businesses, creating job opportunities for over a million people in the revolutionary old district [1] Group 2: Economic Migration and Opportunities - Xinyang has over 3 million residents working outside the region, primarily in economically developed areas like the Yangtze River Delta and the Pearl River Delta, focusing on industries such as circular economy and textile processing [3] - The local government has implemented policies to support returning entrepreneurs, including financial assistance and tax reductions, to stimulate the "return economy" [8][11] Group 3: Entrepreneurial Success Stories - Zhang Chuanwei, who founded Mingyang Group, successfully transitioned from military service to entrepreneurship, establishing a leading international renewable energy company [3][5] - Yu Hao's company has grown into a high-tech enterprise valued at over 10 billion, showcasing the potential for success among returning entrepreneurs [6] - The story of Wang Chenghai illustrates the journey from a factory worker to a successful business owner in high-end manufacturing, reflecting the entrepreneurial spirit of Xinyang residents [7] Group 4: Government Support and Infrastructure - The local government has shifted its role from a manager to a partner, providing comprehensive support for businesses from project negotiation to operational launch [10] - Initiatives like the "Return to Hometown" project aim to attract talent back to Xinyang, offering support in education and housing for returning entrepreneurs [8][11] - The establishment of "Xinyang Business Home" serves as a platform for entrepreneur training and communication, enhancing the local business environment [8]

| 板块 | 品种 | 多（空） | | | --- | --- | --- | --- | | | | | 【重要资讯】 | | | | | 1、数据显示，以美元计价的 MSCI 亚太地区股票指数，今年含股息的回报率高达 | | | | | 27%。这也是自 2020 年以来，亚太股市首次在一年内同时跑赢欧美基准指数。金融 | | | | | 市场的复苏反映出，亚洲对寻求更快增长的投资者吸引力正日益增强。 | | | | | 2、高盛分析师认为，中国股市周期正从'预期驱动'转向'盈利驱动'，在这一 | | | | | 阶段，盈利兑现与估值温和扩张将成为推动回报的核心动力。报告指出，中国企业 | | | | | 盈利明年可能增长 14%，2027 年或继续增长 12%；而估值扩张程度或在 10%左右。 | | | | | 3、投行观点认为，现实中美联储已为财政融资兜底，财政与货币边界趋于消失， | | | | | 贝森特正成为事实上的"影子联储主席"。若这一模式延续，2026 年名义上的美联 | | | | | 储主席或将靠边站，真正的"老板"可能是财政部。 | | | | | 4、国际半导体产业协会（SEM ...

Core Insights - The article highlights the efforts of the Qidong Customs in enhancing the quality and efficiency of foreign trade in Qidong City, focusing on the development of the marine engineering shipbuilding industry and the Lusi starting port area [1] Group 1: Trade Performance - From January to November, Qidong City's total import and export value reached 28.9 billion yuan, with exports amounting to 24.14 billion yuan, reflecting a year-on-year growth of 15.8% [1] - The Lusi Port saw a significant increase in general cargo throughput, reaching 5.036 million billing tons, which represents a year-on-year growth of 93.9% [2] Group 2: Infrastructure and Logistics Development - The Qidong Customs supports the orderly opening of ports and the temporary operation of logistics terminals, enhancing the logistics service capabilities of the Lusi Port area [2] - The establishment of a public bonded warehouse by Jiangsu China Foreign Trade Transportation Group at Lusi Port has improved the logistics service capacity [2] Group 3: Customs Innovation and Efficiency - The implementation of innovative customs clearance measures, such as "pre-inspection," "third-party mediation," and "subsequent sampling," has facilitated a seamless customs experience for import and export goods, effectively reducing operational costs for enterprises [3] - The launch of the "import coal smart supervision" platform and the "import LNG smart supervision" project has streamlined the customs inspection and release processes [3] Group 4: Enterprise Support and Policy Implementation - Qidong Customs has initiated programs to address the challenges faced by enterprises, including on-site policy delivery and direct engagement with businesses to understand their needs [4] - The customs authority has conducted policy seminars benefiting over 200 foreign trade enterprises in the region, and has implemented preferential measures for five AEO-certified enterprises [4] - As of November, there were 1,658 registered customs enterprises in Qidong, with 154 new registrations this year, indicating a positive trend in enterprise growth [4]

巴西《经济价值报》12月17日报道，近日巴西风电公司Casa dos Ventos与丹麦供应商签署约50亿雷 亚尔风力涡轮机订单，这是巴西历史上价值最高的风电设备合同。在当前巴西风电行业萎缩、本土去工 业化的大背景下，相关合同订单将为巴西新能源行业带来一些希望。该项目名为Dom Inocencio，拟于 2026年启动施工，2028年完工。项目总产能将足以满足200万户家庭用电。尽管当前巴西对新能源发电 实施"限电"，但Casa dos Ventos首席执行官持乐观态度，认为这仅是当前形势下的特殊情况，之后会逐 步得到解决。同时，该公司也将选择"限电"幅度较小的区域运营，并加强与立法、监管机构合作。 ...