【环球时报综合报道】2月6日，中国商务部部长王文涛与南非贸易、工业和竞争部部长帕克斯·陶在京 共同主持召开中南经贸联委会第九次会议，就深化中南多双边经贸合作等深入交换意见。 王文涛表示，中方愿同南方一道，继续挖掘双边贸易潜力，通过商签共同发展经济伙伴关系协定，确保 南非以符合世贸规则的方式享受100%税目产品输华零关税待遇，为全面提升中南经贸合作水平提供长 期、稳定、可预期的制度保障。中方愿积极响应南非"新投资倡议"，拓展汽车、矿业、农业、新能源等 领域投资合作，共同打造稳定而富有韧性的产供链合作关系。希望南方为中国企业在南投资兴业提供更 多便利和支持。 南非独立在线新闻网站（IOL）6日报道称，这项具有里程碑意义的协定将使南非部分出口产品免税进 入中国市场，同时促进中国对南非的投资。IOL称，预计今年3月底前，双方将达成协定的"早期收 获"安排。南非《先驱报》6日称，这项协议标志着非洲工业化程度最高的经济体与其最大亚洲贸易伙伴 之间的经济联系显著加深。 美国商业内幕网站非洲版6日称，一个值得关注的背景是，南非与其第二大贸易伙伴——美国的关系恶 化。去年8月，美国对部分南非产品加征30%的关税，引发后者担忧。 ...

转自：成都日报锦观 在关于城市发展的流行话语中，传统与现代、本土与全球常被置于天平的两端。然而，当我们的目光投 向成都北部，青白江区以其生动实践提出了一个更具想象力的命题：不同的时空维度，是否可以在同一 片土地上共鸣、共生甚至相互滋养？成都传媒集团下属的《天府文化》杂志2026年2月刊，以封面策划 《青白江的世界想象》，带领读者深入这片神奇的土地，倾听一场由"千年城厢的心跳"与"世界坐标的 脉动"共同谱写的时空交响。 本期杂志拒绝浮光掠影式罗列，它引领读者沉浸于一场深度时空对话。在城厢古城，文庙的肃穆、书院 的琅琅书声、老宅飘出的咖啡香，共同证明文脉是一种"活着的传统"，在当代生活中持续生长、焕新。 与此同时，仅仅数公里外，成都国际铁路港的激昂汽笛昼夜不息，中欧班列如同新世纪的"钢铁驼队"， 将世界的物产与文化视野带入内陆，也让"青白江造"与"青白江创"驰骋于世界舞台。 杂志征订、购买方式： 线上渠道：杂志铺、时尚迅达图书专营店、国华卓越图书专营店、中国邮政官网 成都市区销售渠道：成都方所书店、布克书店、散花书屋、钟书阁 发行订阅热线电话：028-86624841 028-86763285 《天府文化》杂志简 ...

Core Insights - The overall utilization rate of wind and solar power in China remained above 94% in 2025, but for the first time during the "14th Five-Year Plan," it fell below 95% for the entire year, with wind utilization at 94.3% and solar utilization at 94.8% [2][3] - The provinces of Qinghai, Tibet, Xinjiang, and Gansu saw solar utilization rates drop below 90%, with Tibet having the lowest at 64.9%, while wind utilization in Tibet was also the lowest at 68.6% [2] - The rapid growth in installed capacity of wind and solar power is leading to increased pressure on the power system to absorb this energy, with significant seasonal and temporal variations in energy generation [3][4] Installed Capacity and Market Trends - In 2025, China's wind and solar power installations exceeded 430 million kilowatts, with total installed capacity surpassing 1.8 billion kilowatts, a 2.4-fold increase from the end of the "13th Five-Year Plan" [3] - The proportion of renewable energy in total installed capacity rose from 25.7% at the end of 2020 to 48.5% by the end of 2025 [3] - The China Photovoltaic Industry Association forecasts a year-on-year decline of 23.8% to 42.9% in new solar installations for 2026, attributed to challenges in energy absorption [4] Challenges and Recommendations - The phenomenon of "curtailment" of renewable energy is becoming more common, driven by the uneven distribution of energy generation and the homogeneity of power sources [3][5] - Experts suggest that addressing the challenges of energy absorption requires innovative approaches, including the development of new business models and integration of renewable energy into various applications [4] - The industry is advised to focus on market strategies, enhancing absorption capabilities, and diversifying market participation to improve competitiveness and ensure revenue stability [5]

在"双碳"目标下，"十四五"期间国内风光年度新增发电装机持续处于"亿千瓦级"高位。2025年，全国风电、光伏新增装机超过4.3亿千瓦，累计装机规 模首次超过火电，突破18亿千瓦，较"十三五"末增长2.4倍。新能源发电装机比重也从2020年底的25.7%提高至2025年底的48.5%。 "随着新能源尤其是光伏装机规模和占比快速提升，其发电的随机性、波动性与间歇性，使电力系统消纳压力不断加剧。"国网能源研究院新能源研究所 所长代红才在研讨会上提出，时空分布不均与电源结构同质化，正成为制约新能源消纳的关键瓶颈。 2026.02. 06 本文字数：1609，阅读时长大约3分钟 作者 | 第一财经 郭霁莹 2月6日，全国新能源消纳监测预警中心公布2025年各省区新能源并网消纳情况。整体看，虽然去年国内风电和光伏发电利用率整体保持在94%以上较 高水平，但在"十四五"期间首次跌破全年95%利用率，风电利用率为94.3%、光伏发电利用率为94.8%。 具体到各省区，2025年青海、西藏、新疆、甘肃四地的光伏发电利用率跌破90%，其中西藏以64.9%的利用率居于末位；风电利用率方面，西藏也以 68.6%的利用率"垫底"，而全 ...

2月6日，"'十四五'广东成就"系列主题新闻发布会第31场在广州举行。 广东省发展和改革委员会、省科技厅、省工业和信息化厅、省住房城乡建设厅、省农业农村厅、省商务 厅相关负责人出席发布会，介绍情况并答记者问，聚焦"现代化产业体系建设"，全面展示了广东在过去 五年中构建具有国际竞争力的现代化产业体系的丰硕成果。 广东省发展和改革委员会副主任、省大湾区办常务副主任朱伟在总体情况介绍中指出："'十四五'时 期，广东坚持实体经济为本、制造业当家，不断推动产业智能化、绿色化、融合化发展，着力增强产业 体系完整性、先进性、安全性。" 2025年，广东地区生产总值达14.58万亿元，三次产业结构优化为 4.0：37.7：58.3，加快形成基础雄厚、门类齐全、体系完整的现代化产业体系。 制造业当家"五大行动"筑牢根基 战略性新兴产业攀高向新 广东省工业和信息化厅副厅长吴红表示："'十四五'时期广东省制造业格局更优、家底更厚、企业更 强！"对此，她详细介绍了五大成效： 一是"大产业"攀高向新。全省规上工业企业营业收入规模保持全国第一，年均增加约1万亿元。战略性 新兴产业集群营业收入完成"年均增速10%"的目标，累计培育8个国家 ...

2025年12月8日，上海，工程师在量产工厂调试机器人。当日，智元第5000台通用具身机器人——灵犀 X2正式量产下线。中新社记者 汤彦俊 摄 从国际经验来看，顶尖科技创新中心往往是全球创新要素的集聚枢纽、产业变革的策源地和国家核心竞 争力的集中体现。美国硅谷凭借半导体与互联网技术重塑全球产业格局，波士顿依托生命科学与人工智 能引领前沿突破。这些案例无不印证，国际科创中心的崛起能够推动区域经济能级跃升，形成"创新— 产业—财富"的正向循环，为国家在全球分工体系中赢得战略主动。 中国选择京津冀、长三角、粤港澳大湾区作为国际科创中心承载地，是基于区域禀赋的战略考量。三大 区域凭借差异化的核心优势，构成了中国国际科技创新的"黄金三角"。 京津冀以北京为核心，集聚了全国最优质的科研资源，拥有清华大学、北京大学等顶尖高校和中国科学 院等科研院所，在人工智能、量子信息等基础研究领域接近国际前沿，北京连续第四年稳居《国际科技 创新中心指数2025》（下称："GIHI2025指数"）三甲，其科学中心维度更是首次登顶全球。 2025年6月28日，在北京举行的中国首场机器人足球3V3 AI赛总决赛中，清华大学火神队5比3战胜中国 ...

01 月度评估及策略推荐 04 需求端 02 期现市场 05 库存 商品风偏下行， 关注现货市场博弈 碳酸锂月报 2026/02/06 0755-23375139 zengyuke@wkqh.cn 从业资格号：F03121027 交易咨询号：Z0023147 曾宇轲（有色金属组） CONTENTS 目录 03 供给端 06 成本端 01 月度评估及策略推荐 月度要点小结 ◆ 期现市场：2月6日，五矿钢联碳酸锂现货指数（MMLC）早盘报138064元，周跌13.22%，其中MMLC电池级碳酸锂均价为138400元。同日广期所 LC2605收盘价132920元，本周跌10.31%。 ◆ 供给：锂盐厂淡季安排检修，2月5日，SMM国内碳酸锂周度产量报20744吨，环比减3.8%。2026年1月国内碳酸锂产量为97900吨，环比减1.3%， 同比增56.7%。2月预计国内碳酸锂产量环比减少16.3%。2026年1月份智利出口到中国的碳酸锂为16950吨，环比增44.82%，同比减少11.35%； 出口至中国的硫酸锂为2.78万吨。 ◆ 需求：乘联会预计1月国内新能源汽车零售量为90万辆左右，同比增长1%。一季度为电池 ...

上交所称，公司上述行为违反了自愿信息披露等相关规则，对亚辉龙及时任董事会秘书王鸣阳予以监管 警示，同时要求公司及董事、高级管理人员采取有效措施对相关违规事项进行整改，结合违规事项，就 公司信息披露及规范运作中存在的合规隐患进行深入排查，制定有针对性的防范措施，切实提高公司信 息披露和规范运作水平。公司需要在收到决定书后的1个月内，向上交所提交经全体董事、高级管理人 员签字确认的整改报告。 2月6日，证监会发布消息，对深圳市亚辉龙生物科技股份有限公司(以下简称"亚辉龙")公告涉嫌误导性 陈述立案调查。 2026年1月7日，亚辉龙披露签署战略合作框架协议的公告，涉嫌误导性陈述。近日，证监会已对亚辉龙 立案调查。下一步，证监会将在全面调查的基础上依法处理，切实维护市场健康发展。 亚辉龙碰瓷"脑机接口" 被上交所监管警示 此前，亚辉龙已经收到上交所监管警示。1月6日收盘后，亚辉龙发布《关于自愿披露签署战略合作框架 协议的公告》公司与深圳脑机星链科技有限公司(以下简称"脑机星链")签订《战略合作框架协议》，双 方将在产品研发、市场推广以及股权投资等方面开展合作，并称脑机星链是一家以人工智能为核心驱动 力，深耕非侵入式与 ...

Core Viewpoint - The article emphasizes the necessity and urgency of transforming China's manufacturing industry from large to strong during the "14th Five-Year Plan" period, focusing on enhancing core capabilities and modernizing the industrial system to support high-quality economic development [1][21]. Group 1: Importance of Transformation - The transformation from large to strong in manufacturing is essential for achieving a stable economic structure, where advanced manufacturing plays a crucial role in national competitiveness and innovation [2][22]. - By 2024, China's per capita GDP is projected to be around $13,000, necessitating a doubling of GDP by 2035 to meet the goal of becoming a moderately developed country [2][22]. - The shift towards high-value, technology-intensive manufacturing is critical for driving industrial upgrades and achieving sustainable economic growth [2][22]. Group 2: Current Progress and Achievements - From 2020 to 2024, China's manufacturing value added increased from 26.6 trillion yuan to 33.6 trillion yuan, highlighting significant growth [8][28]. - The digitalization and green transformation of manufacturing have become new growth engines, with the digital design tool adoption rate rising from 71.5% to 82% during the same period [8][28]. - The structure of the manufacturing industry has been optimized, with high-tech manufacturing value added growing at an annual rate of 8.7% [8][28]. Group 3: Challenges and Constraints - Despite progress, challenges remain, including low R&D investment and insufficient original innovation capabilities among manufacturing enterprises [9][29]. - Key areas such as high-end machinery and core software still face technological bottlenecks that need to be addressed for further advancement [9][29]. - The industry must overcome issues of homogenization and intense competition to enhance productivity and income levels [9][29]. Group 4: Recommendations for Transformation - Building a modern industrial system centered on advanced manufacturing is crucial for supporting high-quality economic circulation [10][31]. - Promoting the integration of traditional, emerging, and future industries is necessary for achieving quality upgrades and fostering new pillar industries [10][31]. - Enhancing the role of enterprises in innovation and establishing collaborative innovation platforms are essential for achieving breakthroughs in core technologies [12][33]. Group 5: Policy and Institutional Support - Strengthening the education and talent integration system is vital for fostering a skilled workforce that can drive manufacturing excellence [19][40]. - Implementing financial support policies for new industrialization and enhancing quality standards will encourage high-quality development in manufacturing [20][41]. - Promoting a culture of quality and innovation within the manufacturing sector is necessary to attract young talent and improve overall industry competitiveness [20][41].

Group 1 - The core driver of recent fluctuations in precious metals is the large-scale gold purchases by central banks, which have shifted from being market observers to "super players" influencing supply and demand dynamics [3][4] - In 2022, global central banks purchased a record 1,136 tons of gold, followed by 1,081 tons in 2023, marking two consecutive years of historical highs [3] - The recent price drop in precious metals is largely a market reaction to expectations of reduced central bank gold purchases, leading to a technical sell-off [3][4] Group 2 - Traditional factors such as Federal Reserve policies and dollar strength have been fully absorbed by the market, and their influence on gold prices is now limited [4] - The extreme volatility in precious metals prices cannot be explained by conventional economic analysis, as central bank gold purchases have become a new variable that disrupts historical norms [4][5] Group 3 - Silver, with over 60% of its demand coming from industrial applications, is particularly affected by price volatility, which poses a significant threat to the real economy [6][7] - The demand for silver in the electric vehicle sector has surged from under 1,000 tons in 2020 to over 3,500 tons in 2023, driven by increasing penetration rates [6] - The solar photovoltaic industry has also seen a dramatic increase in silver demand, with usage rising from 3,672 tons in 2022 to 6,017 tons in 2023, a nearly 64% increase [7] Group 4 - The extreme fluctuations in silver prices can severely impact production costs for industrial companies, particularly in the electric vehicle and solar sectors, where rising costs can erode profit margins [6][8] - The current economic recovery is fragile, and the volatility in precious metals prices acts as a barrier to growth, affecting production and consumer confidence [8][10] Group 5 - To mitigate the adverse effects of precious metal price volatility on the real economy, governments and central banks must take action to stabilize prices through coordinated communication and macroeconomic policies [9] - Companies should innovate to reduce reliance on silver, employing new technologies to offset rising raw material costs [9][10] - A consensus on the importance of stabilizing the precious metals market is crucial for the healthy development of the real economy, as speculative financial behaviors should not undermine industrial production and economic recovery [9][10]