Industry Insights - The U.S. has released details on the OBBB Act, clarifying the MACR cost calculation model, which needs to penetrate into MP and MPC [3] - The State Council is exploring competitive pricing to form capacity electricity prices, allowing users above 10kV to directly participate in the electricity market [3] - In 2025, the top five global energy storage system shipments are expected to be Tesla, Sunshine, BYD, Huawei, and CRRC [3] - Poland has introduced a subsidy policy for household energy storage systems from 2026 to 2030, with a total budget of 1 billion Polish zloty, targeting 62,500 units for systems above 12kWh [3] Company Insights - CATL plans to publicly issue a science and technology corporate bond with a coupon rate of 1.69% [4] - Huichuan Technology expects 2025 revenue to be between 42.97 billion to 46.67 billion yuan, with a year-on-year growth of 16% to 26% [4] - New Zobang anticipates achieving 9.6 billion yuan in revenue in 2025, driven by increased demand for battery materials and organic fluorochemicals [5] - Trina Solar faced regulatory warnings due to incorrect claims of collaboration with SpaceX, clarifying that no such business exists [5] - Lin Yang Energy's controlling shareholder plans to increase holdings between 50 million to 100 million yuan within the next 12 months [5] Investment Strategy - The energy storage sector is expected to see over 60% growth in 2026, driven by strong demand and the impact of the U.S. Inflation Reduction Act [6] - The domestic electric vehicle market showed a total of 945,000 units sold in January, with a year-on-year increase of 45% [6] - The battery and separator sectors are recommended for investment, with a focus on leading companies such as CATL and Yiwei Lithium Energy [6] - The wind power sector is projected to grow significantly, with domestic offshore wind expected to reach over 12GW in 2026, a year-on-year increase of over 50% [6] - The photovoltaic sector is currently facing weak demand, but potential growth is anticipated from space photovoltaic projects [6]

（来源：黑龙江日报） 爱辉区风电项目施工现场。 □本报记者 赵吉会 2026年开年之际，黑河市以"开局即冲刺"的昂扬姿态，强力推动产业升级与项目建设，从传统产业链的深度 破界到发展动能的加速焕新，再到消费市场的全面升温，为"十五五"开局奠定坚实基础，展现出一幅热气腾 腾的振兴发展图景。 产业破界 从一根鹅毛到全链增值 1月末，位于嫩江市中小企业孵化园区的黑龙江超羽智能开发有限公司羽毛球生产线正式投产运营。这是我省 首个羽毛球生产项目，标志着嫩江大鹅产业突破传统养殖加工边界，在高附加值深加工领域迈出关键一步。 嫩江市作为全省大鹅养殖核心区，近年来深耕鹅产业全链条布局。2025年，该市大鹅养殖量达668万只，年屠 宰能力达1200万只，已构建起从种源孵化、规模化养殖到屠宰加工、品牌塑造的完整产业体系。如何从"量 大"走向"链强"？羽毛球项目落地成为关键一跃，标志着"养殖—屠宰—精深加工—品牌营销"的全产业链形成 闭环。 转自：黑龙江日报 爱辉区年货节助农带货直播现场。 动能焕新 从纸面签约到落地轰鸣 发展动能，在实干中集聚。2025年年末，孙吴县成功举办"投资龙江"2025-2026冬季招商启动会，拉开了冬季 招 ...

Jefferies分析师写道，沃旭能源(Orsted)在美国项目的执行情况和增长可见度持续限制其股价表现。这家 丹麦能源公司已获得针对其美国Revolution和Sunrise风电项目租赁暂停令的禁令，但法律程序仍在继 续，对于何时可能达成永久性解决方案，目前尚不明朗。在美国以外，Hornsea 4、Baltica 3和Greater Changhua 3项目可能会在未来两年内取得进展，可提供增长潜力。然而，这些项目的可见度很低。"即 使这些项目确实取得进展，它们也不太可能在2030年之前上线，这暗示需要通过项目层面的并购来提振 增长。"Jefferies将该股的目标价从145丹麦克朗上调至155丹麦克朗，并维持其持有评级。 来源：滚动播报 ...

日韩制造业最近有点不安分，韩国媒体、业内朋友圈都开始频繁讨论一个地方——乌鲁木齐。 你说一个在很多人印象里还带着戈壁和大盘鸡味道的城市，怎么突然成了日韩"头疼"的对象？说白了， 谁都没料到，全球制造业的棋局。居然在中国西北角悄悄翻了盘。 日韩企业以前靠着海运，材料、部件、整车、设备一波波卖进中亚、欧洲。赚得风生水起。可这两年， 海运故事开始走下坡。 中欧班列一开通，乌鲁木齐一下成了欧亚大陆的中转大脑。货物走陆路，时间砍半不说。成本也蹭蹭往 下掉。日韩企业本来"海上吃肉"，现在"陆路喝汤"都难了。 细看乌鲁木齐的产业园，那叫一个热火朝天。合盛硅业刚一投产，年产能就能顶得上日韩几家老牌企业 的总和。石英矿挖出来，自家园区里炼成硅料，直接做成光伏组件。 最后一车车拉到欧洲。日韩企业从前靠技术壁垒、工艺标准卡着中亚市场，现在订单一天天缩水，日本 的供应链长，韩国的出口慢。乌鲁木齐这边却"站着把钱挣了"。 日韩的精细分工遇上中国的"全链条操作"，谁更快，谁更省事。市场心里最清楚。碳纤维更是让日韩技 术宅们有点抓狂。 以往中亚风电叶片、汽车轻量化用的高性能碳纤维，非日韩不可。乌鲁木齐2022年第一批高端碳纤维下 线，用的 ...

Core Viewpoint - The public fund research roadmap for 2026 reveals heightened enthusiasm among public funds for A-share market research, with over 5,000 research activities covering more than 1,000 stocks since the beginning of the year [2]. Group 1: Key Companies Under Research - Tian Shun Wind Power and Da Jin Heavy Industry have emerged as the most researched companies, with 68 and 66 fund companies participating in their respective research activities [3]. - Tian Shun Wind Power's stock price has increased by over 37% in 2026, attracting significant institutional interest due to its offshore wind power shipment expectations and capacity layout [3]. - Da Jin Heavy Industry is transitioning from a basic equipment supplier to a one-stop solution provider, with a projected net profit doubling in 2025, leading to a stock price increase of over 154% [4]. - Other companies like Hai Tian Rui Sheng, Nai Pu Mining, and Sheng Hui Integration have also garnered attention from multiple fund companies, with Sheng Hui Integration's revenue growth reaching 46% in the first three quarters of 2025 [4]. Group 2: Investment Focus Areas - The technology, cyclical, and dividend sectors are the primary focus areas for public funds, with strategic emerging industries in technology being a core interest [5][6]. - Companies in the semiconductor and AI sectors, such as Hai Tian Rui Sheng and Zhong Ji Xu Chuang, are receiving significant attention due to their long-term growth potential [6]. - Regional banks like Shanghai Bank and Nanjing Bank are highlighted as key representatives in the dividend sector, with multiple fund companies conducting research on them [7]. - In the cyclical sector, companies like He Steel Resources and Bao Wu Magnesium Industry are being closely monitored, with Bao Wu reporting a 10% increase in magnesium alloy sales since October [7][8]. Group 3: Market Trends and Predictions - Fund managers are focusing on sectors with supply constraints and recovering demand, such as chemicals and industrial metals, while also considering opportunities in real estate [8]. - Despite the strong performance of the technology sector, the dividend investment logic remains relevant, with consumer dividend assets expected to become a high-potential direction as domestic demand recovers [8].

Core Viewpoint - The article highlights the busy operations at the Nantong Port, emphasizing the significant increase in the export of wind power blades, which is crucial for green energy development, and the proactive measures taken by border inspection authorities to facilitate this growth [1][4]. Group 1: Port Operations - On February 13, the Nantong Port experienced a surge in activity, with ships arriving and departing, including the Antigua and Barbuda-flagged "Lier" vessel, which was set to load 30 wind power blades for export [1]. - In the past year, the Nantong border inspection station checked 79 vessels carrying wind power blades, totaling 1,509 blades with a volume of approximately 201 million cubic meters and a value exceeding $6.37 billion, marking a year-on-year increase of 34.25% [1]. Group 2: Border Inspection Measures - The Nantong border inspection station has implemented a "one ship, one policy" approach and established a "green channel" to ensure smooth operations for vessels, thereby enhancing efficiency in the export process [4]. - During a meeting on February 10, the border inspection station committed to supporting the integration and development of the Yangtze River Delta and the Yangtze River Economic Belt, aiming to contribute to higher quality development in the region [4]. Group 3: Daily Operations and Community Engagement - Daily operations at the port include routine inspections, with officers actively engaging with foreign crew members and providing safety reminders as the Lunar New Year approaches [6]. - The Nantong border inspection station conducts thorough checks in designated areas and maintains a 24/7 service commitment to ensure safety and efficiency in port operations [6].

Group 1 - The article highlights that during the last week before the holiday (February 9-13), 65 A-share listed companies were surveyed by institutions, with over 60% of the surveyed stocks achieving positive returns, led by Chongde Technology with a weekly increase of 28.62% [3] - TianShun Wind Power was particularly favored by institutions, receiving attention from 237 institutional investors, focusing on its offshore wind power shipment expectations for 2026, domestic and international capacity layout, and zero-carbon business planning [5][7] - NanKun Group was cautious in its mining resource investments, participating in various precious metal mining projects while adhering to strict investment principles, emphasizing a stable production capacity and ongoing upgrades to processing equipment [9][10] Group 2 - GuoNeng RiXin received inquiries from 39 institutions regarding its strategic layout and investment in the electricity trading sector, highlighting its focus on increasing personnel and developing AI-driven trading capabilities [10][12] - DuoLi Technology engaged with 35 institutions, discussing its acquisition of a 70% stake in HanMeng Transmission to enhance its core components business for robots, aiming to leverage synergies in production and product development [13][14]

节前最后一周（2月9日—2月13日）共有65家A股上市公司接受机构调研。从赚钱效应看，超六成机构 调研股实现正收益，其中崇德科技以28.62%的周涨幅位居榜首，光力科技涨26.24%，百川股份涨 24.33%，爱迪特涨24.12%，国投智能、东方钽业等公司涨幅均超10%。 天顺风能接受237家机构调研 天顺风能（002531）是本周机构追捧的香饽饽，周内共有237家机构投资者参与其调研。机构重点关注 该公司2026年海上风电出货预期、国内外产能布局、零碳业务规划等。 在调研中，天顺风能表示，因海上风电出货量与行业施工进度高度相关，且审批和施工环节较长，暂不 做出货量预测。不过，公司在国内外布局多个海上风电相关生产基地，国内盐城射阳、江苏通州湾、揭 阳、阳江、汕尾等地基地分别规划单桩、导管架、支撑桩等产能，漳州基地处于规划阶段。海外德国库 克斯港基地稳步推进，设计产能50万吨单桩。针对海外业务，天顺风能表示明确国内基地分工（揭阳阳 江生产导管架、通州湾生产大型单桩及漂浮模块），海外德国基地生产本地大单桩，利用堆场配合国内 形成全球交付能力，还计划自建特种船保障物流。 天顺风能还表示，零碳业务是公司核心之一，未来 ...

Weather - The weather forecast indicates rain mixed with snow or light snow in some areas, while other regions will be mostly sunny with occasional clouds. The highest temperatures in the eastern part will range from 3 to 5°C, while other areas will see temperatures between -4 to -2°C. The lowest temperature recorded will be -18°C in Baishan, with most areas experiencing temperatures between -15 to -10°C [1]. Announcements - On February 14, the Jilin Provincial Civil Affairs Department announced the administrative penalties for 12 social organizations, including the Jilin Film Culture Association, resulting in the revocation of their registrations [1][3]. Recruitment - Changchun University of Tourism is publicly recruiting 51 staff members, with applications accepted via email at hr@tccu.edu.cn. The recruitment is ongoing, and inquiries can be made at 0431-89811025 [3]. Events - The second National Urban Cross-Country Skiing Challenge (Changchun Station) commenced on February 14, attracting over 300 skiing enthusiasts from across the country [6]. - The "Love Theme Train" for the "Love Changchun, Cherish Changbai" ice and snow cultural experience journey was launched on February 13, with 14 pairs of newlyweds participating [5]. - The 2025 China Middle School Snowboarding Championship and the 2025 China Elementary School Snowboarding Winter Camp concluded successfully at Songhua Lake Ski Resort, with participation from nearly 1,000 students from 258 schools [7]. Financial Support - The Ministry of Finance, in collaboration with the Ministry of Agriculture and Rural Affairs, allocated 1.25 billion yuan to support 11 major winter wheat-producing provinces in promoting agricultural resilience [13].

Core Insights - The establishment of the Shenzhen Leading Edge Intelligent Open Research Institute marks a significant step for Shenzhen in seizing opportunities in the edge AI industry, aligning with its goal to become an "AI Intelligent City" [1] - The Shenzhen government aims to accelerate the construction of a global AI pioneer city, targeting a growth of over 10% in the AI industry cluster's added value by 2026 [2] - The integration of edge AI technology is expected to address key challenges such as data privacy and bandwidth costs, enhancing the efficiency and security of AI applications [2][3] Group 1: Edge AI Development - The Shenzhen Leading Edge Intelligent Open Research Institute will serve as a core hub for technological breakthroughs, industrial upgrades, and ecosystem development in edge AI [1] - Shenzhen's strong manufacturing base, complete industrial chain, and robust ICT and software industry provide a competitive advantage for the development of edge AI [1][3] - By 2026, Shenzhen's AI terminal production is expected to exceed 150 million units, covering various devices such as smartphones and robots, creating substantial application scenarios for edge AI [3] Group 2: Policy and Strategic Goals - The Chinese government has set a target for AI applications to achieve over 70% penetration in six key sectors by 2027, emphasizing the importance of deep integration of AI across industries [2] - The establishment of high-standard innovation platforms, including the Leading Edge Intelligent Open Research Institute, is part of Shenzhen's "14th Five-Year Plan" to foster innovation [2] - The focus on 12 core technology directions by the new research institute aims to drive collaborative breakthroughs in key technologies related to edge AI [2]