今年洽谈会上，通州区发布"5+5+N"未来产业体系，明确未来空天、未来装备、未来能源、未来材 料、未来通信等五大方向，聚焦低空经济、新型储能、新一代半导体等细分赛道，加快培育新质生产 力。现场发布了《关于支持人工智能领域人才高质量发展若干措施》，并成立总规模5亿元的具身智能 产业基金，以政策与金融"双轮驱动"助力产业创新升级。 高洽会是南通市通州区倾力打造的综合性招才引智平台，已成功举办20届，累计引进高层次创新创 业人才1156名，资助高层次人才创新创业项目超400个，资助额超4亿元，成为通州"双招双引"的亮丽名 片和集聚高端资源的重要平台。截至目前，54家人才创业企业成长为高新技术企业，14家成长为省级以 上专精特新企业，1家成功挂牌。 12月6日，2025通州区第二十一届高端产业与高层次人才项目合作洽谈会举行。涉及产业、人才、 科创等30个"新质"项目现场签约，计划总投资57.24亿元。 ...

（原标题："十五五"广东新型储能发展潜力与路径展望丨能源之声） 文/中国能源研究会双碳产业合作分会副秘书长 汤泰 编者按：由21世纪经济报道能源策工作室推出的《能源之声》栏目，旨在立足当前我国能源产业发展新形势，围绕政策分析、地方观察、产业研 究等方面，通过外部专家约稿形式给予深刻的见解。第一阶段，《能源之声》栏目将围绕广东省新型储能产业发展情况，由21世纪经济报道能源 策工作室联合中国能源研究会双碳产业合作分会等机构共同邀约，相继推出五篇来自业内专家的文章，为广东省新型储能产业的高质量发展建言 献策。本文为第四篇。 2023年初，广东省在产业布局中首次明确战略目标——推动新能源产业升级为全新的万亿元级产业集群。在这一庞大产业群中，新型储能产业凭 借其战略地位和系统价值备受关注，被省政府定位为支撑"制造业当家"战略的核心支柱产业。 从发展逻辑来看，新型储能在广东具有双重关键意义：一方面，它为装备制造及系统集成产业链提供技术突破与升级动力，推动本土企业加快创 新与产业集聚；另一方面，它作为新型电力系统的重要组成部分，能够提升电网调节能力、促进新能源高比例消纳，从而为实现"双碳"目标提供 坚实支撑。 正是基于这一 ...

这份跨越时空的精神联结，以科学为纽带，不断焕发新的时代光芒。 此前，腾冲科学家论坛已成功举办三届，吸引了百余名高层次人才循着这份文脉而来，为边疆注入学术 活力。截至2024年底，论坛累计促成人才引进项目496个，招商引资项目780个，协议投资1900亿元。 本届论坛赓续西南联大精神，云南省人民政府与7所大学签署合作协议，云南省相关部门、地区共签订 招才引智项目7个、招商引资项目13个，合作领域覆盖生物医药、高原特色现代农业、数字经济、先进 制造业、文旅产业、低空经济等，推动科技创新及人才培养需求深度融合，为边疆民族地区高质量跨越 式发展注入动能。 12月6日，嘉宾出席2025腾冲科学家论坛开幕式。新华社记者 王安浩维 摄 新华社昆明12月6日电（记者胡了然、王安浩维）正值岁末，云南腾冲，日暖风和。这片素有"极边第一 城"之称的土地，正迎来一场汇聚全球智慧的科技盛会——2025腾冲科学家论坛12月6日在此开幕。 诺贝尔物理学奖获得者康斯坦丁·诺沃肖洛夫、菲尔兹奖获得者埃菲·杰曼诺夫、图灵奖获得者姚期智等 国际顶尖学者，以及120余位院士、70余位国内外大学校长等千余位专家学者和企业家代表齐聚于此， 围绕"科学· ...

记者丨郑玮 编辑丨李博 12月4日，《广东省人民代表大会常务委员会关于促进粤港澳大湾区内地九市内涵式高质量发展的决定》（以下简称：《决定》）经 广东省第十四届人民代表大会常务委员会第二十二次会议审议全票通过。 今年7月中央城市工作会议定调未来城市发展路径，提出以建设创新、宜居、美丽、韧性、文明、智慧的现代化人民城市为目标，以 推动城市高质量发展为主题，以坚持城市内涵式发展为主线，以推进城市更新为重要抓手，大力推动城市结构优化、动能转换、品 质提升、绿色转型、文脉赓续、治理增效，牢牢守住城市安全底线，走出一条中国特色城市现代化新路子。 "十五五"规划建议提出，巩固提升京津冀、长三角、粤港澳大湾区高质量发展动力源作用。 此次《决定》通过，意味着 粤港澳大湾区内地九市在探索内涵式高质量发展方面迎来新一轮顶层规划。 其中，南方财经记者注意到，在产业布局方面，《决定》提出要加快集成电路、低空经济、新型储能、新能源、新材料等战略性新 兴产业集群发展，并前瞻布局未来产业，推动量子科技、生物制造、脑机接口、人工智能、智能机器人等成为新的经济增长点。 选准目标赛道后，更关键问题在于，这批新产业能否在城市群、都市圈内形成"1+1 ...

此次《决定》通过，意味着粤港澳大湾区内地九市在探索内涵式高质量发展方面迎来新一轮顶层规划。 其中，南方财经记者注意到，在产业布局方面，《决定》提出要加快集成电路、低空经济、新型储能、 新能源、新材料等战略性新兴产业集群发展，并前瞻布局未来产业，推动量子科技、生物制造、脑机接 口、人工智能、智能机器人等成为新的经济增长点。 今年7月中央城市工作会议定调未来城市发展路径，提出以建设创新、宜居、美丽、韧性、文明、智慧 的现代化人民城市为目标，以推动城市高质量发展为主题，以坚持城市内涵式发展为主线，以推进城市 更新为重要抓手，大力推动城市结构优化、动能转换、品质提升、绿色转型、文脉赓续、治理增效，牢 牢守住城市安全底线，走出一条中国特色城市现代化新路子。 "十五五"规划建议提出，巩固提升京津冀、长三角、粤港澳大湾区高质量发展动力源作用。 选准目标赛道后，更关键问题在于，这批新产业能否在城市群、都市圈内形成"1+1>2"的产业链协同效 应？ 对此，《决定》明确，要强化省级层面统筹，推动大湾区内地九市跨市域共建现代化产业园区、科技产 业合作平台，创新"中心城市研发+周边城市制造""总部+基地""前端+后台""总装+配套" ...

回顾全年，深圳上市公司协会—香蜜湖CVC创新服务中心围绕深圳市委市政府"20+8"产业集群战略部 署，常态化举办了12期系列沙龙，逐步成为深圳汇聚"政策、研究、产业、资本、新质生产力"的核心品 牌活动，累计吸引参会上市公司近300余家次、投资机构超220家次、科创企业230余家次，总参与人数 突破1000人次，覆盖人工智能、机器人、医药医疗器械、算力芯片、新材料、智能网联汽车、军工、高 端装备与仪器、海洋科技、新型储能、大消费等十余个前沿领域。 人民财讯12月5日电，12月5日，香蜜湖金融+系列活动之"星耀鹏城"20+8产业沙龙——大消费投融资并 购专场在深圳福田国际创新中心成功举办。活动紧扣消费市场从"规模扩张"向"价值共创"转型的核心趋 势，搭建高效的产融对接平台，推动深圳大消费产业高质量发展。现场汇聚了境内外大消费行业头部上 市公司、投资机构及科创企业代表逾80人，共探消费发展新机遇。 ...

Group 1: Market Overview - As of November 30, 2025, the Shanghai Composite Index fell by 1.67%, while the Shenzhen Component Index and the ChiNext Index dropped by 2.95% and 4.23%, respectively[5] - The average decline of the stock portfolio in November was 4.83%, underperforming the CSI 300 Index, which fell by 2.46%[5] - The market is expected to experience consolidation, with external economic conditions remaining stable and the potential for further monetary easing by the Federal Reserve[5] Group 2: Stock Recommendations - Huaxin Cement (600801) is positioned for overseas expansion, with a closing price of 22.42 CNY and a projected EPS of 1.42 CNY for 2025[8][12] - Sanmei Co. (603379) focuses on refrigerants, with a closing price of 52.17 CNY and an expected EPS of 3.50 CNY for 2025[13][15] - China Duty Free Group (601888) benefits from policy dividends, closing at 79.03 CNY with a projected EPS of 1.94 CNY for 2025[16][19] - Contemporary Amperex Technology Co. (300750) is undergoing valuation recovery, with a closing price of 373.20 CNY and an expected EPS of 15.00 CNY for 2025[20][23] - Sungrow Power Supply (300274) is seeing favorable conditions in new energy storage, closing at 182.90 CNY with a projected EPS of 7.07 CNY for 2025[24][26] - SANY Heavy Industry (600031) is focused on engineering machinery, with a closing price of 20.32 CNY and an expected EPS of 1.00 CNY for 2025[27][29] - Yutong Bus (600066) is expanding its overseas market, closing at 31.11 CNY with a projected EPS of 2.14 CNY for 2025[33][37] - North Huachuang (002371) specializes in semiconductor equipment, with a closing price of 427.90 CNY and an expected EPS of 10.03 CNY for 2025[38][41] - Kingsoft Office (688111) is leveraging AI in office solutions, closing at 311.31 CNY with a projected EPS of 4.07 CNY for 2025[42][44]

编者按：由21世纪经济报道能源策工作室推出的《能源之声》栏目，旨在立足当前我国能源产业发展新形势，围绕政策分析、地方观察、产业研究等方面， 通过外部专家约稿形式给予深刻的见解。第一阶段，《能源之声》栏目将围绕广东省新型储能产业发展情况，由21世纪经济报道能源策工作室联合中国能源 研究会双碳产业合作分会等机构共同邀约，相继推出五篇来自业内专家的文章，为广东省新型储能产业的高质量发展建言献策。本文为第二篇。 广东省新型储能在制造端扩张迅速，但在本地化装机与消纳方面未能同步推进，呈现出显著的"高产能、低利用"的现象。省内已构建了全国领先 的"1+N+N"新型储能政策体系，政策重心也正从产业培育逐步转向电力市场机制建设，旨在推动储能与电力系统深度融合。然而，产业政策侧重产能和规模 投资的"推进"，而电力政策侧重运行效用与市场化收益的"拉动"，两者在目标、节奏和关注指标上缺乏协同，导致市场信号弱、收益不确定、区域供需配置 效率低，进而影响已并网项目的利用小时数和收益水平，以及社会资本再投资的积极性。为破解此困境，实现广东新型储能产业高质量发展，广东需强化政 策协同与绩效导向，真正激活本地消纳需求，推动储能从高速扩张向高 ...

Core Viewpoint - Guangdong's new energy storage industry is experiencing rapid manufacturing expansion but faces challenges in local installation and consumption, leading to a "high capacity, low utilization" phenomenon. The province has established a leading "1+N+N" policy system for new energy storage, shifting focus from industry cultivation to electricity market mechanism construction to promote deep integration of storage and power systems [2][3]. Group 1: Policy Evolution and Key Analysis - Guangdong has positioned the new energy storage industry as a new economic growth driver, with the "Guiding Opinions" issued in 2023 marking a transition from catalytic support to market-oriented institutional arrangements [3][4]. - The development of energy storage policies in Guangdong has gone through three stages: early cultivation (2022 to early 2023), scale expansion (2023), and quality enhancement (post-2024) [4][5]. - The second stage aims to establish energy storage as a strategic pillar industry, leading to a complete "1+N+N" policy system, while the third stage focuses on integrating storage with the power system through performance-based subsidies and market participation rules [4][5]. Group 2: Industry Logic Upgrade - Guangdong has developed battery industry clusters in cities like Guangzhou and Shenzhen, but the market application scenarios for energy storage products remain underdeveloped, leading to a disconnect between supply and demand [5][6]. - To address this, the provincial government has launched initiatives to promote diverse application scenarios for energy storage, including low-carbon industrial parks and data centers, aiming to expand demand-side opportunities [6][7]. - The transition from a single manufacturing focus to a closed-loop model of manufacturing, application, and operation is crucial for sustainable development [6][7]. Group 3: Policy and Market Coordination - The rapid expansion of energy storage capacity has led to a misalignment between industry policies that push for growth and electricity policies that focus on operational efficiency and market returns [11][12]. - The current policy framework emphasizes hardware metrics like capacity and investment, while electricity policies prioritize operational contributions, creating a disconnect in objectives and evaluation [17][18]. - This misalignment has resulted in a structural dilemma where production capacity exceeds market demand, leading to underutilized projects and reduced investment confidence [15][18]. Group 4: Recommendations - To resolve the "high investment, low consumption" dilemma, a more systematic and coordinated policy framework is needed, combining push and pull mechanisms to foster high-quality development in the energy storage sector [19][20]. - Establishing a planning and evaluation system based on the actual value of energy storage in the power system is essential, guiding the layout of storage projects according to regional demand [20][21]. - Enhancing the synergy between storage policies and market dynamics, while promoting innovative business models, will broaden revenue sources and improve overall operational efficiency [21][22].

Core Viewpoint - The article emphasizes the strategic importance of developing new energy storage systems in Guangdong Province, highlighting the need to address supply-demand imbalances and enhance market mechanisms to support sustainable growth in the industry [2][3][4]. Group 1: Current State of the New Energy Storage Industry in Guangdong - Guangdong Province is experiencing rapid growth in its new energy storage industry, with projected revenues of approximately 400 billion yuan in 2024 and a 114% increase in installed capacity [4][6]. - Despite the growth in supply, the actual utilization hours of connected projects have decreased by 8.68%, indicating a mismatch between supply expansion and market absorption [4][8]. - The province has a well-established industrial chain, transitioning from consumer electronics batteries to energy storage batteries, with significant export growth, accounting for 26.4% of the national total [5][6]. Group 2: Challenges Facing the Industry - The industry faces issues such as intense competition, unclear profit models, and insufficient local absorption capacity, leading to a disconnect between manufacturing and market demand [3][7]. - In 2024, Guangdong's new energy storage installed capacity is expected to be only 3.52 GW, ranking ninth nationally, which highlights the limited local market absorption compared to supply [7][8]. - External trade pressures, including stricter compliance requirements in the EU, have increased uncertainties in export markets, prompting some leading companies to establish overseas production facilities [9][10]. Group 3: Recommendations for Improvement - To resolve the supply-demand mismatch, the article suggests enhancing application scenarios and market mechanisms, focusing on diversifying and scaling up demand to stabilize long-term revenue expectations [14][15]. - It emphasizes the need for technological innovation and safety standards to improve supply quality and economic viability, including the development of next-generation battery technologies [17][18]. - The article advocates for a coordinated regional approach to optimize the deployment of energy storage resources, particularly in high-demand areas like the Pearl River Delta [18][19].