据报道，众议院议长约翰逊和特朗普亲自对反对者施加了强大压力。特朗普此前已多次敦促国会共和党 人争取在7月4日独立日前将法案送交他签署。 该法案两天前刚在参议院勉强通过，以51票对50票获得通过。由于共和党在参议院仅占微弱多数，副总 统万斯投下了关键的决定性一票，打破了平局。 智通财经APP获悉，美国总统特朗普推动的一项大规模税收与支出法案于周四在众议院获得通过，标志 着他在推动其广泛国内政策议程上取得了重大胜利。这项被特朗普称为"大而美法案"的立法计划，现已 送交总统签署，将正式成为法律。 最终投票结果为218票赞成、214票反对，其中共和党籍的肯塔基州议员Thomas Massie和宾夕法尼亚州 议员Brian Fitzpatrick与众议院的所有民主党人一道投下了反对票。 这项法案包含数万亿美元的减税政策以及加强移民执法的预算，同时也伴随着对医疗补助和其他社会福 利项目的大幅削减。尽管部分共和党议员对法案可能加剧美国财政赤字表示担忧，共和党领导层仍对法 案通过表示有信心。 该法案结束了对太阳能和风能的长期支持，同时为石油、天然气和煤炭生产创造了友好的环境。特朗普 已经明确了他在能源生产方面的优先事项。石油 ...

Core Viewpoint - The "Big and Beautiful Act" led by Trump has ended long-term support for solar and wind energy, favoring traditional energy sources like oil, natural gas, and coal [1] Group 1: Legislative Changes - The act has been passed by both the House and Senate and is awaiting Trump's signature to become law [1] - It opens federal lands and waters for oil and gas drilling, allowing 30 lease sales in the Gulf of Mexico over 15 years and more than 30 lease sales annually in nine states [1] - The act permits the oil and gas industry to access Alaska and reduces the royalties paid to the government for oil and gas extraction on federal lands [1] Group 2: Impact on Renewable Energy - The act gradually eliminates tax credits for clean energy investments and production for wind and solar, with projects starting after 2027 no longer eligible for tax credits [1]

证券代码：601218 证券简称：吉鑫科技 公告编号：2025-019 江苏吉鑫风能科技股份有限公司 关于股票交易异常波动的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： （二）重大事项情况 经公司自查并发函问询公司控股股东、实际控制人包士金先生，截至本公告 披露日，公司及公司控股股东、实际控制人包士金先生不存在对公司股票价格造 成重大影响的事项，也未涉及公司应披露而未披露的重大信息，包括但不限于重 大资产重组、股份发行、收购、债务重组、业务重组、资产剥离、资产注入、股 份回购、股权激励、破产重整、重大业务合作、引进战略投资者等重大事项。 ●江苏吉鑫风能科技股份有限公司（以下简称"公司"）股票于 2025 年 6 月 27 日、6 月 30 日、7 月 1 日连续 3 个交易日收盘价格涨幅偏离值累计达到 20%。 根据上海证券交易所的相关规定，属于股票交易异常波动。 ●经公司自查及发函问询公司控股股东、实际控制人包士金先生，截至本公 告披露日，公司及公司控股股东、实际控制人包士金先生不存在对公司股票价格 ...

Core Viewpoint - The proposed legislation by the U.S. Senate Finance Committee aims to significantly cut or terminate tax credits for clean energy, solar panels, and electric vehicles, which could lead to job losses and increased energy costs across the country [3][5]. Group 1: Legislative Changes - The Senate proposal plans to eliminate the $7,500 tax credit for electric vehicle purchases within 180 days and terminate subsidies for home energy products like heat pumps [3]. - Tax credits for rooftop solar panels will expire six months after the bill's passage, with a rapid decline in federal tax credits for wind and solar energy projects [3]. - The tax credit for critical mineral refining or recycling will gradually decrease starting in 2031, ultimately ending in 2034, impacting the financing feasibility of mineral processing projects [4]. Group 2: Industry Impact - The clean energy sector warns that the legislation could lead to increased household energy costs and threaten hundreds of thousands of jobs, with high-paying positions and technological innovations potentially moving overseas [3][5]. - Analysts predict a significant contraction in the rooftop solar market due to the removal of federal tax credits for leasing solar systems [4]. - The modifications to the tax credits are viewed as detrimental to the U.S. manufacturing sector, with potential job losses and factory closures anticipated [5]. Group 3: Reactions and Predictions - Clean energy groups and Democratic lawmakers have condemned the proposal as a "disastrous plan" that could destroy U.S. manufacturing and lead to widespread unemployment [5]. - Experts believe that these changes will hinder the U.S. from achieving its goal of halving carbon emissions by 2030 compared to 2005 levels [5].

Core Viewpoint - The U.S. Senate Republican tax proposal aims to terminate tax credits for the wind and solar industries by 2028, while extending tax incentives for other energy sources until 2036, significantly impacting the clean energy sector [1][2][3] Group 1: Tax Incentives and Legislative Changes - The Senate version of the tax bill plans to end incentives for wind and solar energy by 2028, while maintaining tax reductions for other energy sources until 2036 [1][2] - The proposal will eliminate tax credits for companies focusing on rooftop solar leasing and homeowners purchasing solar systems, which analysts believe will severely harm the struggling U.S. solar industry [1][3] - The bill also cancels the $7,500 electric vehicle purchase credit after 180 days of enactment, contrasting with the House version that retains it until the end of the year [3] Group 2: Market Reactions and Industry Impact - Following the announcement of the Senate bill, solar stocks experienced significant pre-market declines, with Sunrun Inc. dropping over 28%, SolarEdge Technologies Inc. down over 22%, and Enphase Energy Inc. falling by 17% [1] - Analysts predict that the uncertainty surrounding clean energy tax credits will lead to continued market volatility, with potential bankruptcies in the solar sector, including Solar Mosaic Inc. [3][5] Group 3: Political and Environmental Reactions - The proposed legislation has drawn strong criticism from environmental and clean energy organizations, which argue it will increase household electricity costs and threaten numerous jobs across the U.S. [5] - The Senate Republicans plan to push the bill through by July 4, but significant adjustments may occur due to Democratic opposition [5]

Group 1 - The proposal by the Republican Senate includes a complete phase-out of tax credits for solar and wind energy by 2028 [1] - The tax credits for hydropower, nuclear, and geothermal energy will be extended until 2036 [1]

Group 1 - The core issue discussed in the recent US-China leadership call is the trade and technology disputes, particularly focusing on China's control over rare earth exports [1] - US Treasury Secretary labeled China as an "unreliable partner" due to its restrictions on rare earth exports, claiming that China had previously intended to supply the US but has now withheld it [1] - US Secretary of State expressed outrage over China's "monopoly" on rare earths over the past 25-30 years, accusing China of deceitful practices to achieve global dominance [3] Group 2 - Historically, the US has abundant rare earth resources but outsourced the "dirty work" of mining and processing to China due to environmental regulations and cost concerns [5] - China invested significantly over three decades to develop its rare earth industry into a global leader, while the US focused on deindustrialization and financial markets [5][7] - The US faces challenges in re-establishing its rare earth supply chain, including high costs, long timelines, and a lack of technical expertise [7] Group 3 - The US's realization of the importance of rare earths came only after imposing sanctions on China regarding chips and technology, highlighting a lack of foresight in its industrial strategy [8] - The current geopolitical negotiations will depend on what concessions the US is willing to make in areas such as tariffs and technology exports in exchange for rare earth access [8]

除了直接投资AI企业外，美国科技公司近来也不断涌入AI基础设施赛道。 除了数据中心外，能源也是美国科技巨头在AI领域的关注重点之一。据彭博社5日报道，Meta公司上周 高调签署核能供应协议，与美国最大核电运营商星座能源公司达成20年期协议，将通过伊利诺伊州核电 站供电，预计2027年中启动。星座能源公司去年9月宣布将投资16亿美元重启宾夕法尼亚州已关闭的三 哩岛核电站，为微软供电。 【环球时报报道 记者 肖震冬】彭博社8日的报道援引知情人士的消息称，Meta公司正就向人工智能初 创公司Scale AI进行数十亿美元规模的投资展开谈判。这笔融资估值可能超过100亿美元，有望成为有史 以来规模最大的私营企业融资交易之一。今年初，美国CNBC网站发布报道称，预计2025年亚马逊、 Meta、谷歌母公司Alphabet以及微软四家美国科技巨头企业将在人工智能（AI）技术和数据中心建设等 方面支出超过3200亿美元。近来，上述公司接连出手，投资AI以及相关基础设施。 AI对电力的需求促使多家美国科技公司将目光投向核能等电力来源。欧洲新闻台4日报道称，对小型核 反应堆的投资激增正值大型科技公司面临两大需求之际：既要增加人 ...

5月19日至20日，深交所2025全球投资者大会在深圳举行。哥伦比亚大学教授杰弗里·萨克斯以《新质生 产力与全球经济可持续发展》为题发表主旨演讲。他指出，中国在绿色科技、数字创新及产能输出等领 域已处于全球引领地位，其"新质生产力"的发展模式正为全球能源转型与可持续发展提供关键解决方 案。 中美博弈下的全球市场重构：新兴经济体成关键增量 谈及中美贸易战时，萨克斯批评美国政策"短视且自损"，认为其试图遏制中国科技出口反而加速全球市 场格局重塑。"中国出口多元化战略成效显著，对发展中国家出口占比持续攀升。"他预测，占全球人口 85%的新兴市场将成为中国科技输出的主战场，而东盟作为毗邻大湾区的7亿人口市场，将在区域融合 中释放巨大潜力。 大湾区-东盟合作：构建南南合作新枢纽 萨克斯透露，其正推动大湾区与东南亚国家深化合作，并宣布将于2025年10月底在深圳举办"大湾区-东 盟领袖峰会"，汇聚政商学界精英共商区域协同发展。他呼吁投资者关注该区域的数字基建、清洁能源 等领域机遇。 专题：深交所2025全球投资者大会：新质生产力 投资中国新机遇——开放创新的深圳市场 中国创新力：从科技突破到全球绿色转型引擎 萨克斯强调， ...

Core Insights - The wind energy sector experienced a notable increase on April 30, with a rise of 0.23% in the concept sector, driven by significant gains in several companies, including Jinming Precision Machinery, which rose by 11.31% [1][2] Company Performance - Jinming Precision Machinery saw a rise of 11.31% - Other notable performers included Ningbo Dongli (up 10.04%), Chuanrun Co. (up 10.02%), Zhenjiang Co. (up 10.01%), and Nanjing Chemical Fiber (up 10.00%) [1][6] - Jiuding New Materials increased by 9.97% [1] Fund Flow Analysis - On April 30, the wind energy sector experienced a net outflow of 643 million yuan in main funds [3][4] - The top three companies with net inflows were Chuanrun Co. (301 million yuan), Wolong Electric Drive (180 million yuan), and Zhenjiang Co. (149 million yuan) [4][7]