齐鲁晚报.齐鲁壹点褚思雨 年味未散，孔孟大地已然掀起项目建设与产业发展的热潮：济宁江北粮食物流园仓储扩建项目冲刺收尾，确保2026夏粮收购如期投用；太阳纸业 （002078）60万吨漂白化学浆、70万吨高端包装纸项目加速推进，10月竣工投产后将进一步壮大产业集群；济宁高新区小松新基地、长城新能源项目进入 投产倒计时，为高端装备产业注入新动能…… 2月26日，济宁市干事创业担当尽责确保"十五五"开好局工作会议召开。这场高规格的"新春第一会"，为济宁奋进"十五五"、迈向万亿级，明确了路径、 凝聚了共识。 锚定工业强市迈向万亿新里程 新春第一会，透着一股"击鼓催征"的蓬勃冲劲，更见久久为功的战略定力。 "十五五"开局之年，是承前启后、继往开来的关键节点，济宁的发展坐标清晰而坚定——立足"十四五"圆满收官的坚实基础，让工业经济"一马当先"，稳 步迈向属于自己的"万亿新程"。 这份战略笃定，源于日积月累的实干积淀。2025年，济宁实现"十四五"圆满收官的同时，为产业升级奠定了坚实基础。 实干兴邦、实干兴市。工业是实体经济的脊梁，是稳增长、促转型的"压舱石"。济宁以头等力度推进工业"头号工程"，推动传统产业转型升级、新兴 ...

协鑫焕动能源科技(绍兴)有限公司成立于2022年6月，法定代表人为费智，经营范围含新兴能源技术研 发、新能源汽车换电设施销售、集中式快速充电站、机动车充电销售、新能源汽车电附件销售、电气设 备销售等，由协鑫能科（002015）、中金协鑫碳中和(绍兴)产业投资基金合伙企业(有限合伙)共同持 股。 天眼查App显示，近日，协鑫焕动能源科技(绍兴)有限公司发生工商变更，注册资本由约5.7亿人民币增 至约11.8亿人民币，增幅约107%，同时，多位高管发生变更。 ...

| | | 查关系 查老板 查风险 登公司 都 在 用 的 商 业 查 询 工 具 协鑫焕动能源科技（绍兴）有限公司 (X) 国家中小企业发展子基金旗下机构 经营风险 经营信息 4 法律诉讼 基本信息 180 股东信息 ② ● 品股权结构 股东信息2 股权变更历程2 ? 序号 股东名称 办鑫能源科技股份有限公司 1 A股(正常上市) 定向增发 股权质押 × H 3 中金协鑫碳中和（绍兴）产业投资基金合伙企业（有限合伙） 磊 2 查老板 查关系 查公司 查风险 都在用的 商业 查 询 工 具 协鑫焕动能源科技(绍兴)有限公司 (X) 国家中小企业发展子基金旗下机构 南方财经2月27日电，天眼查App显示，近日，协鑫焕动能源科技（绍兴）有限公司发生工商变更，注册资本由约5.7亿人民币增至约11.8亿人民币，增幅约 107%，同时，多位高管发生变更。协鑫焕动能源科技（绍兴）有限公司成立于2022年6月，法定代表人为费智，经营范围含新兴能源技术研发、新能源汽车 换电设施销售、集中式快速充电站、机动车充电销售、新能源汽车电附件销售、电气设备销售等，由协鑫能科（002015）、中金协鑫碳中和（绍兴）产业投 资基金合伙企业 ...

天眼查App显示，近日，协鑫焕动能源科技（绍兴）有限公司发生工商变更，注册资本由约5.7亿人民币 增至约11.8亿人民币，增幅约107%，同时，多位高管发生变更。协鑫焕动能源科技（绍兴）有限公司 成立于2022年6月，法定代表人为费智，经营范围含新兴能源技术研发、新能源汽车换电设施销售、集 中式快速充电站、机动车充电销售、新能源汽车电附件销售、电气设备销售等，由协鑫能科 （002015）、中金协鑫碳中和（绍兴）产业投资基金合伙企业（有限合伙）共同持股。 ...

特高压权重高达66.28%+智能电网含量55%+可控核聚变含量14%"：电网设备ETF(159326)，最新规模突 破200亿，权重股包括国电南瑞（国内电网智能龙头）、特变电工（全球特高压设备核心供应商）、思 源电气（电力设备研发与制造）等。 格隆汇2月27日｜今日HALO资产继续霸屏涨幅榜，有色金属、矿业、钢铁、电力全线上扬，绿电 ETF(562550)涨1.74%，资金盘中逆势净申购电网设备ETF(159326)1.95亿份，预估净申购4.18亿元，已连 续5日获资金净申购，年内流入额高达151.15亿元，居ETF市场第一。 消息面上 ，高盛、摩根斯丹利同步看好HALO交易，前者提出：AI时代资金正在涌向"重资产、低淘 汰"（HALO）实体资产，比如电网、管道、公用事业、交通基建及关键工业产能，后者也认为具有高 进入壁垒且不易被技术淘汰的实体资产（即"HALO"交易）构成了当前最佳的对冲策略。 HALO含量高的相关产品： MACD金叉信号形成，这些股涨势不错！ AI核心算力层：通信ETF华夏(515050)，权重股以通信设备（中兴通讯）、消费电子（立讯精密）、光 模块（中际旭创）为主，同时覆盖AI算力硬件 ...

1. Report Industry Investment Ratings No relevant content provided. 2. Core Views of the Report - The global market is currently in an observational phase with no clear consensus-driven trends. The short - term market is unlikely to have a unilateral trend, and the Fed's interest - rate cut narrative may be the next potential catalyst [2]. - The RMB exchange rate has shown strength. Short - term strategies for export and import enterprises are proposed, such as export enterprises locking in forward exchange settlement and import enterprises adopting a rolling purchase strategy [3][4]. - The stock index is expected to be bullish, while the bond market should focus on the Two Sessions' news [5][6]. - The container shipping market for the European route is expected to be weak in the short term, with a shift in trading logic [7][10]. - In the new energy market, the speculative sentiment of lithium carbonate is strong, and industrial silicon and polysilicon are in a situation of weak supply and demand [12][15]. - In the non - ferrous metal market, copper prices are expected to fluctuate at a high level, aluminum and its related products are expected to fluctuate and consolidate, zinc is expected to fluctuate strongly, nickel - stainless steel is expected to fluctuate at a high level, tin is expected to fluctuate at a high level, and lead is expected to fluctuate and adjust [18][22][23][25][27][28]. - In the oil and fat feed market, oilseeds have strong expectations but weak reality, and oils are expected to improve [29][31]. - In the energy and oil and gas market, high - sulfur fuel oil is under pressure, low - sulfur fuel oil is strong, and asphalt prices may decline [34][35]. - In the precious metal market, platinum - palladium is expected to be in a long - term bull market, and gold - silver is strategically bullish in the short term [38][40][41][43]. - In the chemical market, pulp and offset paper are expected to fluctuate at a low level, pure benzene - styrene should pay attention to geopolitical trends, LPG is affected by geopolitics, PX - PTA is expected to be easy to rise and difficult to fall, MEG - bottle chips are expected to fluctuate widely, methanol can consider a positive spread strategy, plastics PP are expected to fluctuate and decline, and rubber is expected to fluctuate in a range [45][47][50][52][56][59][61][64]. - In the black market, rebar and hot - rolled coils are expected to be weak, iron ore may recover seasonally, coking coal and coke need to focus on the resumption rhythm, and ferrosilicon and ferromanganese should wait for the hedging opportunity [79][80][81][84]. - In the agricultural and soft commodity market, the price of live pigs may continue to decline, cotton is recommended to go long on dips, sugar's rebound space is limited, eggs may fluctuate at a low level in the short term and rise in the medium term, apples are supported by delivery contradictions, dates are expected to fluctuate at a low level, and logs can be observed [85][88][91][92][100][102][103]. 3. Summary by Relevant Catalogs Financial Futures - **Macro**: The indirect negotiation between Iran and the US ended with "significant progress". The US initial jobless claims were 212,000, the Bank of Korea maintained the benchmark interest rate at 2.5%, and the Bank of Japan may consider raising interest rates [1]. - **RMB Exchange Rate**: The on - shore and off - shore RMB against the US dollar both broke through the 6.84 mark. Short - term strategies for export and import enterprises are provided [3][4]. - **Stock Index**: The stock index is expected to be bullish, with attention on the sustainability of trading volume [5]. - **Treasury Bond**: The bond market is bearish, and attention should be paid to the news of the Two Sessions [5][6]. - **Container Shipping for European Route**: The market is weak, with a shift in trading logic from expecting price increases to facing price cuts in the off - season [7][10]. Commodities New Energy - **Lithium Carbonate**: The speculative sentiment is strong, and upstream enterprises are recommended to hedge by shorting at high prices [12][14]. - **Industrial Silicon & Polysilicon**: They are in a situation of weak supply and demand. Short - term prices may break through the support level, and medium - term strategies are to go long at low prices [15][16]. Non - ferrous Metals - **Copper**: Prices are expected to fluctuate at a high level, and different trading strategies are proposed [18][21]. - **Aluminum Industry Chain**: Aluminum, alumina, and cast aluminum alloy are expected to fluctuate and consolidate. Different trading strategies are recommended according to different products [22][23]. - **Zinc**: It is expected to fluctuate strongly, and attention should be paid to the negative feedback of tariff news [23][24]. - **Nickel - Stainless Steel**: They are expected to fluctuate at a high level, and attention should be paid to US tariff and Indonesian supply - side factors [25][26]. - **Tin**: It is expected to fluctuate at a high level, and attention should be paid to the approval progress in Indonesia and the actual resumption progress in Myanmar [27]. - **Lead**: It is expected to fluctuate and adjust, and interval operations are recommended [28]. Oil and Fat Feed - **Oilseeds**: They have strong expectations but weak reality. After the market returns to fundamentals, shorting and reverse - spread opportunities can be considered [29][30]. - **Oils**: They are expected to improve, and long - position opportunities at low prices can be considered for palm oil [31][32]. Energy and Oil and Gas - **Fuel Oil**: High - sulfur fuel oil is under pressure, and low - sulfur fuel oil is strong. The market shows a differentiated pattern [34]. - **Asphalt**: Prices may decline, especially when the demand after the Spring Festival is lower than expected [35]. Precious Metals - **Platinum - Palladium**: They are expected to be in a long - term bull market, but attention should be paid to various risk factors [38][40]. - **Gold - Silver**: They are strategically bullish in the short term, and long - position strategies on dips are recommended [41][43]. Chemicals - **Pulp - Offset Paper**: They are expected to fluctuate at a low level, and interval trading strategies are recommended [45][46]. - **Pure Benzene - Styrene**: Attention should be paid to geopolitical trends, and long - position strategies on dips are recommended for styrene [47][49]. - **LPG**: It is mainly affected by geopolitics, and the short - term pricing is dominated by the Iran - US situation [50][51]. - **PX - PTA**: They are expected to be easy to rise and difficult to fall, and long - position strategies on dips and short - spread strategies for processing fees are recommended [52][55]. - **MEG - Bottle Chips**: They are expected to fluctuate widely, and short - selling is not recommended in the short term [56][58]. - **Methanol**: A positive spread strategy for the 5 - 9 contract can be considered, and attention should be paid to geopolitical factors [59][60]. - **Plastic PP**: They are expected to fluctuate and decline, and attention should be paid to the demand after the resumption of work by downstream enterprises and the inventory removal speed [61][63]. - **Rubber**: It is expected to fluctuate in a range, and different trading strategies are recommended for different types of rubber [64][71]. - **Urea**: It is recommended to buy at a low price, and the market price is expected to rise steadily [72]. - **Glass and Soda Ash**: Soda ash is expected to fluctuate with limited price movement, and glass prices are restricted by supply recovery and high inventory in the middle - stream [74][75]. - **Propylene**: It is affected by cost and supply - demand factors, and the market is still supported fundamentally [76][77]. Black Metals - **Rebar & Hot - Rolled Coil**: They are expected to be weak, and although the market may hype up expectations near the Two Sessions, the fundamentals are still weak [79]. - **Iron Ore**: It may recover seasonally, and low - buying opportunities or positive - spread strategies can be considered at low valuations [79][80]. - **Coking Coal & Coke**: They need to focus on the resumption rhythm of mines and steel mills after the Spring Festival, and the price may face short - term supply - demand mismatch or downward pressure [81][83]. - **Ferrosilicon & Ferromanganese**: They are affected by manganese ore news, and hedging opportunities after the emotional release can be waited for [84]. Agricultural and Soft Commodities - **Live Pigs**: The price is expected to continue to decline, and a sell - call option strategy is proposed [85][87]. - **Cotton**: It is recommended to go long on dips, and attention should be paid to the peak - season demand and US trade policy [88][90]. - **Sugar**: The rebound space is limited, although there is some upward driving force [91]. - **Eggs**: They may fluctuate at a low level in the short term and rise in the medium term [92][93]. - **Apples**: The short - term demand is weak after the Spring Festival, but the delivery contradiction provides support [100][101]. - **Dates**: They are expected to fluctuate at a low level, and attention should be paid to the post - festival replenishment demand [102]. - **Logs**: The futures price is expected to fluctuate weakly, and an observation strategy is recommended [103].

韩国国土部：现代汽车集团将投资1万亿韩元建设氢气生产设施，另投资1.3万亿韩元建设 太阳能发电设 施。 ...

近日，华特（隰县）新能源科技有限公司（以下简称：隰县新能源）股权发生变更，山西华翔集团股份有限公司（以下简称：华翔集团）退出公司股东一 列，特变电工新疆新能源股份有限公司（以下简称：特变电工新能源）成为公司全资股东。 据天眼查信息，隰县新能源成立于2023年11月，位于山西省临汾市隰县下李乡均庄村农副产品加工园 (二号园)，经营范围包含风电场相关系统研发；建筑 材料生产专用机械制造；水泥制品制造；非居住房地产租赁；机械设备租赁。 | VIP VIP 股东信息 历史股东信息 股权变更历程2 | | | 、全屏 | 미 승규 | | --- | --- | --- | --- | --- | | 股东 | 最新 2026-02-24 | 2023-11-20 | | | | 注册资本 | 3500.0000万元 | 3500.0000万元 | | | | | 不变 | 不变 | | | | 特变电工新疆新能源股份有限公司 企业法人 | 持股比例:100.0000% ↑ 上升10.0000% | 持股比例:90.0000% 新进 ·上升90.0000% 认缴出资额:3150.0000万元 | | | | ruen ...

此次开工的"一中心、一基地"均以"尖端产品创制、概念产品试制、紧缺产品研制"为核心定位，精准攻 克科技成果转化过程中"中试与验证"这一难点问题，啃下科技成果产业化的"硬骨头"，推动创新链与产 业链深度融合。 其中，湘江科学城新材料产研融合创新中心总投资8.55亿元，总建筑面积约13.4万平方米，将瞄准尖端 产品创制、概念产品试制、紧缺产品研制等关键环节，为人工智能、新材料、高端装备制造等领域的科 研成果提供从"实验室"走向"生产线"的"加速器"。 湘江科学城新型研发机构集群科技成果转化基地，总投资4.74亿元，建筑面积约7.7万平方米。基地则聚 焦新能源、电子信息、生物医药等赛道，通过小试研发、公共试验平台、概念验证及配套用房的功能布 局，为中小成长型企业、高校研发团队搭建从技术萌芽到产业落地的"黄金桥梁"。 近日，湘江科学城新材料基地正式开工。作为湘江科学城的重要组成部分，湘江科学城新材料基地是继 湘江科学中心、湖南大学科创港、湖南师范大学科创港等重大产业项目相继入驻后，湘江科学城落地的 又一科创产业项目，将进一步完善区域科创产业布局，夯实战略性新兴产业发展根基。 该基地由新材料产研融合创新中心、新型研发机 ...

文：韦亚军 目前港府正在甄选基金经理，以期基金年内开始运作。 2026年2月25日，香港特区政府公布2026-2027财政年度特区政府财政预算案，财政司司长陈茂波在介绍财政预算案时表示，香港特区政 府还将推出100亿元"创科产业引导基金"。 在投资方向上，该基金主投人工智能与数据科学、生命健康科技、先进制造与新能源科技等前沿领域。 在具体运作上，基金依托政府与业界配对出资，每3港元民间资金获配1港元政府资金，每个基金政府出资1.5亿至2.5亿港元。 2、新资本投资者入境计划投资组合（30亿港元+） 按公开报道的说法是，该基金"2025年资金组别总规模至少30亿港元"。管理机构为香港投资管理有限公司，即港投公司。 据悉，该基金将引导市场资本投资生命健康技术、AI与机器人、未来产业等策略性新兴领域。目前港府正在甄选基金经理，以期基金年 内开始运作。 据PE星球了解，该基金去年就已经开始筹备，2025年内已正式启动。管理机构为香港创新科技及工业局、创新科技署。 基金采用Fund of Funds架构，政府作为有限合伙人（LP）投资子基金，以每3港元社会资本撬动1港元政府资金，预计可撬动数百亿至千 亿港元社会资本。 ...