当美国试图用白银定价权掐住中国产业升级的脖子时，中国一纸管制令直接击碎这场金融围猎！ 2026年白银出口许可证管理正式延续实施，纳入出口国营贸易管理清单，这记精准重拳不仅冲击了美国操控全球白银市场的底层逻辑，更让其依托资源霸权 制华的手段大幅失效。 这场看似围绕贵金属的博弈，实则是大国资源话语权与产业安全的终极较量，中国的白银管制从不是简单的资源调控，而是跳出西方设定的博弈陷阱，用实 物掌控权赢得的硬核胜利。 为何白银会成为美国制华的关键抓手？中国的管制政策又如何从根上瓦解其操控体系？这背后藏着的大国博弈逻辑，值得所有市场参与者深思。 美国将白银选为围猎中国的核心工具，绝非偶然，而是掐准了中国"工业用银第一大国"的刚需痛点，更依托其在全球定价中的影响力，将白银打造成遏制中 国高端产业发展的金融武器。 从产业属性来看，白银早已不是单纯的贵金属，而是现代工业的"刚需基石"——光伏电池银浆、新能源汽车电池、半导体导电层、数据中心散热部件等核心 领域，都离不开白银的不可替代作用。 中国作为全球制造业核心基地，工业用银占比超90%，仅光伏产业就消耗国内35%的白银，新能源汽车用银量更是传统燃油车的20倍以上，2024年 ...

Core Viewpoint - The article discusses the strategic competition between the U.S. and China over copper and silver, highlighting how the U.S. has hoarded copper to manipulate prices, while China has shifted focus to silver as a critical industrial resource, thereby redefining the dynamics of global supply chains and technological development. Group 1: Copper Hoarding by the U.S. - The U.S. has significantly increased its copper reserves, leading to a surge in global copper prices, which is seen as a strategic move to hinder China's green transition efforts [4][5][8] - The U.S. consumes only a small fraction of the world's copper but has stockpiled a substantial amount, indicating a deeper strategy beyond mere market behavior [3][4] - This hoarding has resulted in increased infrastructure costs in the U.S., undermining the Biden administration's green initiatives [8] Group 2: China's Strategic Shift to Silver - In response to U.S. actions, China has elevated silver to a strategic resource, implementing strict export controls that could disrupt global supply chains [13][14] - Silver is now recognized as essential in modern industries, particularly in high-tech applications, making it a critical component for advancements in solar energy and electric vehicles [11][12] - The price of silver in Shanghai has surged, reflecting the impact of China's new export policies on global markets [15] Group 3: Diverging Development Philosophies - The U.S. approach is characterized by a "blocking" strategy, attempting to maintain its dominance through resource control, which is seen as a short-term tactic [19][20] - Conversely, China is adopting an "opening" strategy, using the pain of increased costs to drive domestic innovation and reduce reliance on imported materials [20][22] - This strategic divergence suggests a potential bifurcation in global energy systems, with the U.S. favoring traditional high-cost materials and China pushing for innovative, cost-effective solutions [26]

◐山东海阳核电三期工程首台盾构机顺利下线。 据新华社报道，2月4日从中铁十八局集团了解到，山东海阳核电三期工程首台盾 构机"海核一号"顺利下线，未来将用于循环水排水工程隧洞施工。此次下线的"海核一号"盾构机最大开挖直径达7.29米，整机长 126米，承担循环水排水工程5号机组隧洞掘进任务。 ◐吉林：推进新能源产业发展，年内投资逾千亿元。 据中新网报道，吉林省2月4日召开专题会议，研究2026年新能源开发及"绿氢 +"产业发展工作。该省锚定今年新能源新增开发装机突破1000万千瓦，产业投资超过1000亿元。 新闻聚焦 ◐工信部：公示绿色工厂、绿色工业园区（2025年）名单。 2月5日，工信部发布2025年度绿色工厂、绿色工业园区公示名单。其 中指出，经省级工业和信息化主管部门推荐及专家审核，现将2025年度新培育绿色工厂、绿色工业园区以及动态管理调整的工厂、 园区予以公示。 【更多详情】 ◐中老500千伏联网工程输电线路全线贯通。 据新华社报道，2月5日，中老500千伏联网工程中国段和老挝段输电导线在中国云南 省磨憨与老挝磨丁交界处实现物理连通，标志着该工程国内外线路全线贯通。该项目是继中老铁路之后，中老两国共 ...

Core Viewpoint - The Tianjin Baodi District is focusing on the development of the Baodi Beijing-Tianjin Zhongguancun Science and Technology City, which aims to enhance regional high-quality development through collaboration with the Beijing-Tianjin-Hebei region, leading to significant economic growth by 2025 [1][2]. Economic Growth and Development - By 2025, the industrial output value, retail sales, fixed asset investment, and tax revenue of the Baodi Beijing-Tianjin Zhongguancun Science and Technology City are projected to grow by 14%, 79.8%, 35.6%, and 24.3% respectively, contributing to a 5.1% increase in the district's GDP [1]. - The number of national high-tech enterprises in the technology city has reached 32, with over 2,000 operating entities [1]. Collaborative Framework - The Baodi District has established a high-level coordination mechanism between Beijing and Tianjin, signing a new round of cooperation agreements with the Zhongguancun Development Group to strengthen collaborative development [2][3]. - An investment of 800 million yuan has been made by Baodi District and the Zhongguancun Development Group to inject strong momentum into the technology city [3]. Innovation Ecosystem - The Baodi Beijing-Tianjin Zhongguancun Science and Technology City has developed a robust innovation ecosystem, becoming a core platform for cultivating new productive forces [4]. - The technology city has been recognized as a national high-tech industrial park expansion area and has initiated significant projects such as the SANY (Tianjin) Wind Power Intelligent Manufacturing Industrial Park [4]. Financial Support and Services - The Baodi District has implemented a "Chief Accompanying Officer" mechanism to streamline project approvals, saving an average of over 20 working days per project [5]. - Financial services have been enhanced, with over 70 million yuan in financing provided to enterprises in the technology city, supporting many high-quality projects introduced from Beijing [5][6]. Future Goals - By 2030, the Baodi Beijing-Tianjin Zhongguancun Science and Technology City aims to increase the number of operating entities and achieve an industrial output value exceeding 50 billion yuan [6].

● 本报记者 黄一灵 作为深耕中国市场二十余载的新经济基础设施龙头企业，普洛斯中国深度受益于中国经济高速发展，更 是亲历见证，并且植根其中的中坚力量之一。"普洛斯中国的成长壮大，始终与中国改革开放的时代浪 潮同频共振，与中国经济的持续发展共生共荣。"日前，普洛斯中国首席执行官（CEO）赵明琪在接受 中国证券报记者专访时如是感慨。 2026年是"十五五"规划开局之年。赵明琪表示，公司将坚守"全球视野、深耕中国"的核心理念，以新基 建为核心载体，凭借纵深的产业参与度与精准的价值输出能力，持续为中国经济高质量发展赋能增效。 应势而为 深耕中国二十余载 21世纪之初，全球化的浪潮席卷而来，中国加入WTO后以开放姿态拥抱世界，为全球资本搭建起逐梦 东方的广阔舞台。 彼时，普洛斯创始团队毅然锚定中国市场，成为最早布局中国物流基础设施领域的国际先行者之 一。"不止我们，当时所有国际企业都在谋划进入中国市场。毫无疑问，这是一个前景广阔、蕴藏无限 机遇的市场。而且市场方兴未艾，我们可以把国际最高标准带进来，给行业一个高水准，一个加速度， 给经济发展带来乘数效应，这也是我们的初心。"赵明琪直言。 谈及为何首选物流仓储行业切入中国 ...

（来源：工人日报） 2月1日，安徽省含山县人社局举办的"年货大展销 万名大招工"活动在鑫乐广场举行。活动吸引50多家 本地重点企业参与招聘，涵盖机械制造、新能源、新材料、电子信息、食品加工等多个行业，提供生产 主管、技术工程师等300多个就业岗位，满足不同群体就业需求，吸引众多求职者前来咨询应聘。本报 通讯员 欧宗涛 摄 ...

Core Viewpoint - The article highlights the initiatives and achievements of various representatives from Hunan Province, focusing on international logistics, education equity, legal mediation, industrial transformation, agricultural development, and technological innovation. Group 1: International Logistics - Huaihua International Land Port has 200 international and domestic routes, covering 69 countries and regions, and 216 ports and stations, enabling goods to reach the sea in 30 hours and ASEAN in 3 days [12] - By 2025, Huaihua International Land Port is expected to operate over 1,200 trains, with the cold chain train scale ranking first among inland ports in China [12][13] - The establishment of a railway dedicated line in Huitong County will facilitate direct access for local enterprises to Huaihua International Land Port, enhancing market reach [12] Group 2: Education Equity - The representative Liu Feifei emphasizes the importance of equitable education, aiming to ensure quality education benefits every child [14] - Over the past three years, Hunan has sent over 1,190 excellent teachers to impoverished areas through various support programs [13] - More than 1,700 quality schools have partnered with rural schools to promote educational equity [13] Group 3: Legal Mediation - Liu Wanyun established a "People's Representative Mediation Room" to address agricultural disputes, achieving a resolution rate of over 90% for over 230 cases [16][17] - The mediation approach focuses on early detection of disputes and community engagement to reduce the burden on local residents [16] Group 4: Industrial Transformation - Liu Wanyun discusses the transformation of the Loudi Economic Development Zone, expanding from silicon steel to the "three electric" industries, identifying over 3,000 related enterprises for potential collaboration [18] - The development strategy includes leveraging existing strengths in steel to expand into titanium industries, aiming for a modern industrial system [18] Group 5: Agricultural Development - Zhang Chuan highlights the transformation of the local white gourd industry, which has seen significant improvements in quality and market reach after being recognized as a national geographical indication product [19][21] - The local government and community have implemented standards and expert guidance, resulting in increased prices and market access for white gourd products [19][21] Group 6: Technological Innovation - Zhang Youjun reports that 2 out of every 3 new large wind turbines globally use fasteners from his company, showcasing the impact of innovation in manufacturing [22] - The company has grown from a small startup to a leading global player in wind power fasteners, supported by favorable policies in platform construction, talent acquisition, and financial empowerment [20][22] - Zhang advocates for continued focus on strategic sectors and enhancing financial services for technological innovation to foster competitive enterprises [20][22]

Core Viewpoint - Haier Group is accelerating its capital expansion with plans for IPOs of its subsidiaries, including the industrial internet platform Kaos and Haier New Energy, potentially increasing its total market value to over 350 billion yuan [1][5]. Group 1: IPO Developments - Kaos submitted its IPO application to the Hong Kong Stock Exchange on January 30, 2026, becoming a highly anticipated industrial technology IPO project [1]. - Haier New Energy has completed its listing counseling and is preparing for its IPO after a successful financing round exceeding 1 billion yuan [3][4]. Group 2: Business Performance - Kaos has over 9,500 paying customers and ranks first in China's market for platform-based industrial data intelligence solutions, with a revenue of 4.421 billion yuan for the first nine months of 2025, a 21.62% increase year-on-year [2]. - The revenue from Kaos's data intelligence solutions reached approximately 1.149 billion yuan in 2024, growing by about 25.9%, and 1.28 billion yuan in the first nine months of 2025, a 59.6% increase [2]. Group 3: Global Expansion - Kaos's international revenue reached approximately 709 million yuan in 2024, with solutions deployed in over 20 countries and serving more than 50 overseas enterprises [3]. - The company has empowered 17 lighthouse factories globally, establishing the largest and most diverse "lighthouse cluster" [3]. Group 4: Strategic Vision - Haier Group aims to create a sustainable ecosystem through its three main sectors: smart home, digital economy, and health, focusing on continuous innovation and adaptability [6]. - The expansion of the "Haier system" is not merely a top-down strategy but a result of internal organizational reforms to enhance creativity and value generation [6].

Core Viewpoint - The current stagnation in the non-ferrous metals sector is not a sign of failure but rather a characteristic of its inherent lagging nature, which differs from the rapid movements seen in technology stocks [1][3] Group 1: Lagging Nature of Non-Ferrous Metals - Lagging nature means that positive developments do not immediately reflect in stock prices, requiring time for the market to react [3] - The non-ferrous metals industry has a long lead time for production, with mining projects taking 5 to 10 years from exploration to production, leading to limited new supply in the coming years [3] - The demand from sectors like electric vehicles and renewable energy takes time to translate into actual metal consumption, creating a growing supply-demand gap [3] Group 2: Market Dynamics and Capital Rotation - Market funds tend to focus on the most attractive sectors, currently dominated by AI and technology, which limits immediate investment in non-ferrous metals [4] - The narrative surrounding non-ferrous metals is less compelling compared to technology, making it harder to attract short-term speculative capital [4] - A rotation of funds from technology to non-ferrous metals requires a trigger point and typically occurs over a quarterly timeframe rather than daily [4] Group 3: Strategic Value of Non-Ferrous Metals - Non-ferrous metals are increasingly viewed as strategic assets rather than just cyclical commodities, with copper being likened to "new oil" and rare earths being essential for high-tech applications [4] - Recent actions by countries to regulate exports of key metals indicate a shift in how these assets are valued, necessitating a longer-term perspective on pricing [4] Group 4: Key Catalysts for Non-Ferrous Metals - The first catalyst is a shift in global liquidity, with expectations of a potential interest rate cut by the Federal Reserve, which could weaken the dollar and boost non-ferrous metal prices [6] - The second catalyst is the need for concrete data on the demand for renewable energy, such as consistent monthly sales figures for electric vehicles and actual orders for equipment [6] - The third catalyst is the observation of inventory levels, with low global inventories indicating that any unexpected demand increase could lead to significant price spikes [7] Group 5: Investment Strategies - Investors should focus on data-driven decisions rather than emotional reactions to market fluctuations, monitoring key industry metrics [9] - A gradual investment approach is recommended, utilizing a dollar-cost averaging strategy to mitigate risks associated with market volatility [9] - Concentrating on specific non-ferrous metals with the most favorable supply-demand dynamics, such as copper and strategic rare earths, is more effective than a broad investment strategy [9]

以下文章来源于泽平宏观商学 ，作者泽平宏观商学 泽平宏观商学 . 前沿科技企业实战研学 读万卷书行万里路 2025 年 12 月 用心打造最有品质的实战研学。读万卷书，行万里路。把教室搬到世界上最优秀的企业， 请最优秀的企业家和科学家讲课。顺势而为，把握机遇。正心正念，坚持做长期正确的 事！ 我们期待与更多的企业家朋友们携手同行，共赴 2026 实战研学之旅！ 泽 ZEP 平 INGM 宏 ACR 观 O RE 商 SEAR 学 CH 1-6月日程安排 · 2月27日 北京 国内头部智驾科技企业 人形机器人 年研学安 型成 11月4日-11日 洛杉矶、拉斯维加斯、旧金山 斯坦福大学、伯克利大学 3月27日-28日 苏州 追觅科技、魔法原子、灵猴机器人 闭门投研会-2026 Al 的中国力量(一) 3月29日 上海 长三角校友会 4月20日-21日 香港 2026 香港 Web3 嘉年华 复星财富、HashKey、港交所 5月22日-23日 1151 11:47:50 深圳 华为、新凯来、江波龙、莫界科技 闭门投研会—2026 Al 的中国力量(二) 6月26日-27日 贵州 茅台一日无界 品品鲜智能工厂、遵义 ...