Core Insights - The Northwest Power Grid is set to achieve a record scale of cross-regional direct current and 750 kV projects by 2025, with the addition of 4 new cross-regional direct current projects and 35 new 750 kV projects, supporting national energy security and regional economic development [1] - By 2025, the direct current delivery capacity of the Northwest Power Grid will exceed 95 million kW, an increase of 24.6 million kW compared to 2024, surpassing the total increase during the 13th Five-Year Plan period [1] - The construction of key 750 kV projects will enhance the structure of the Northwest main grid, improving both power delivery capacity and supply reliability [1][2] Project Details - In 2025, the Northwest Power Grid will see the completion of 15 new substations, 36 main transformers, and 57 new lines, marking a historic high in scale [1] - The successful implementation of these projects is attributed to effective coordination between the State Grid Northwest Branch and relevant government departments, ensuring timely and safe operation [1] Strategic Importance - During the 14th Five-Year Plan period, the total scale of the Northwest Power Grid is expected to grow by over 50% compared to the end of the 13th Five-Year Plan, reinforcing its role in power security and resource optimization [2] - The developments in the Northwest Power Grid are crucial for supporting the construction of clean energy bases and the implementation of the new era's western development strategy [2]

新质生产力发展起步成势 风电装机在全国率先突破1亿千瓦，全年新增新能源装机3500万千瓦，装机达到1.7亿千瓦以上、发电量 2700亿度，发电量连续10年以上全国第一，全年外送绿电900亿度、同比增长40%以上。 电力系统支撑调节能力进一步提升 深入实施强网工程，蒙东电网"七横一纵"、蒙西电网"四横六纵"500千伏主干网架建设全面完成。累计 建成投运新型储能规模超过1700万千瓦，同比增长144%。 绿色煤矿、智能化煤矿占在产煤矿的比重达到61%、74%，氢能、储能、新型电力系统等领域10项技术 装备入选国家首台(套)重大技术装备名单，全年绿氢产量率先突破1万吨，领跑全国。 近日，内蒙古能源工作会议暨行业安全生产会议召开，公布了2025年内蒙古能源系统数据。2025年，内 蒙古能源系统坚持以能源安全新战略为指引，全力推进国家重要能源和战略资源基地建设，全区能源工 业增加值同比增长5%以上，能源重大项目完成投资超3000亿元，能源工业投资约占全区固定资产投资 的35%，为全区经济高质量发展提供了有力支撑。能源安全供应保障能力显著提升 内蒙古完成国家下达的7.95亿吨煤炭保供任务量，电力总装机在全国率先突破3亿千 ...

中国上市公司协会与责扬天下（北京）管理顾问有限公司联合发布的《2025年中国上市公司ESG价值核算报告》，系统梳理了近年来国内外在环境与社会影 响核算方面的研究成果和实践进展。ESG价值核算通过量化企业在环境和社会方面的外部性影响，为评估公司可持续表现提供了直观的货币化工具。 A股及港交所上市的内地公司ESG报告发布数量持续增长，关键指标披露率逐年提升，数据质量明显改善。2024年二氧化碳排放数据质量达到A级的公司数 量较2022年增长超过50%。在ESG价值核算方面，实现正面净影响的公司数量持续增加，环境与资源使用强度有所下降，社会价值创造能力不断提升。 报告还分析了ESG价值核算在投资领域的应用。通过因子分析验证了多个ESG价值核算指标的有效性，结果显示多数指标具备良好的稳定性和相关性。以 ESG风险机遇价值为选股因子构建的投资组合，在回测中表现出正向超额收益，表明ESG价值核算数据在投资策略中具有实际应用价值。 在企业运营层面，ESG价值核算可支持双重重要性分析，帮助企业优化信息披露和管理决策。随着《企业可持续价值核算指南》国家标准的推进，ESG价值 核算逐步走向标准化，为企业提供系统、科学的指导，助力 ...

近年来，"获得电力"已成为世界银行评估营商环境成熟度的关键指标。根据企业调查结果，在已公布的 第一、第二批经济体中，中国涉及的7项涉电关键指标均位列全球前列，包括3项排名第一，2项排名第 二，1项排名第五，1项排名第九，彰显了我国在电力公共服务领域的显著进步。作为世行评估的样本城 市，上海企业填报的接电时间2天，停电次数、时长及损失均为零，位列全球最优梯队。这一成就，是 上海多年久久为功、持续深化电力营商环境改革的结果，也印证了稳定、智慧、绿色的电力供应已成为 吸引高端产业、孕育新质生产力的战略性基础资源。 二、从"坚强电网"到"智慧大脑"：数字赋能构筑顶级可靠性 上海将电网韧性建设置于首位，通过持续升级智能巡检与故障自愈系统，2025年全市供电可靠率已达到 世界主要城市顶尖水平，户均停电时间保持极低位运行。在世行调查中企业停电感知三个"零"的记录， 正是这一硬实力的直接体现。 精准"主动改造"，消除网络瓶颈。国网上海电力通过馈线自动化改造、网架优化、"一线一案"等精准治 理举措，2025年迎峰度夏期间过载台区数量同比大幅下降超92%，显著提升配网承载能力。 智能"主动运检"，预见设备隐患。国网上海电力建设了 ...

Market Performance - The A-share market has shown slight fluctuations, with the Shanghai Composite Index closing at 4,082.98, down 0.07%, and the Shenzhen Component Index at 13,959.48, down 0.51% [3] - The average P/E ratios for the Shanghai Composite and ChiNext are 16.76 and 51.97, respectively, indicating a suitable environment for medium to long-term investments [9][14] - The trading volume in the two markets has remained above the median level for the past three years, with significant interest in sectors such as aerospace, shipbuilding, and internet services [8][9] Economic and Policy Insights - The Ministry of Commerce has emphasized the importance of compliance with Chinese laws for foreign investments and technology exports, particularly in the context of Meta's acquisition of Manus [4][5] - The government is committed to expanding high-level openness, with the Hainan Free Trade Port serving as a key initiative [5] - The macroeconomic strategy indicates a continuation of moderately loose monetary policy, with expectations for credit growth and supportive measures for consumption [10][11] Industry Analysis - The aerospace and shipbuilding sectors have led the A-share market, while the financial and materials sectors have shown weaker performance [9][13] - The food and beverage sector has faced challenges, with a notable decline in traditional categories like liquor, while emerging categories such as snacks and health products have performed better [16][17] - The gaming industry is experiencing steady growth, with animation films significantly contributing to box office revenues [20][22] Investment Recommendations - Investment opportunities are recommended in sectors such as soft drinks, health products, and baked goods, with specific stocks highlighted for potential growth [18] - The semiconductor industry continues to show robust growth, with global sales increasing significantly, indicating a strong market outlook [25] - The new materials sector is expected to benefit from ongoing demand and technological advancements, with a recommendation to focus on leading companies in this space [26][27] Sector-Specific Developments - The electric power sector has seen a mixed performance, with the overall index underperforming compared to the broader market, but specific segments like wind and solar power are gaining traction [30][31] - The photovoltaic industry is experiencing price increases for silicon wafers and batteries, driven by supply-demand dynamics and cost pressures [33][35] - The livestock sector is stabilizing, with pig prices showing signs of recovery, while pet food exports continue to grow [37][38]

Group 1 - The Ministry of Commerce of China supports enterprises in conducting cross-border operations and international technology cooperation in accordance with laws and regulations [1] - The Ministry will assess the consistency of Meta's acquisition of Manus with relevant laws and regulations regarding export control and foreign investment [1] Group 2 - The U.S. President Trump has threatened Iran with severe consequences if there are further deaths related to the ongoing unrest [2] - The Venezuelan National Assembly announced the formation of a high-level committee to push for the release of President Maduro and his wife [3] Group 3 - The Ministry of Commerce of China reaffirmed its commitment to deepen economic and trade relations with Venezuela, despite external pressures [4] - The Ministry supports the integration of Hong Kong and Hainan for coordinated development within the national strategy [5] Group 4 - Multiple departments in China reiterated the need to regulate the competition order in the power and energy storage battery industry to avoid irrational competition [6] - The Ministry of Education plans to launch a new round of "Double First Class" university construction in 2026, focusing on optimizing higher education structure [7] Group 5 - Guangzhou's government has issued a plan to accelerate the development of five strategic leading industries, including artificial intelligence and new energy [8] - Jiangxi Province is promoting the "Ying Shan Hong Action" to support technology companies in planning for public listings by 2027 [9] Group 6 - Chongqing has opened applications for the remaining budget of the 2025 automobile replacement subsidy, amounting to 59.6 million yuan [10] - Guizhou Province is implementing policies to support the development of county economies and enhance industrial quality [11] Group 7 - The film "Zootopia 2" has extended its release until February 25, 2026, with a cumulative box office exceeding 4.261 billion yuan [12] Group 8 - The United Nations has warned that the U.S. may lose its voting rights in the General Assembly if it continues to delay payment of dues [13] - The U.S. Vice President stated that Venezuela can only sell its oil if it aligns with U.S. interests [14] Group 9 - The Venezuelan Foreign Minister reiterated the commitment to deepen economic cooperation with China, emphasizing the legal framework supporting bilateral relations [15] - The Venezuelan government is advancing a legislative agenda focused on economic development and sovereignty protection [16] Group 10 - Ukraine's President announced that a bilateral security assurance document with the U.S. is ready for finalization [17] - Iran's Foreign Minister stated that Iran is prepared to respond to any situation while emphasizing a desire for negotiations based on mutual respect [18] Group 11 - The Fukushima nuclear power plant issued an alarm due to a malfunction in the cooling system for contaminated water [19] Group 12 - Alibaba is increasing investment in Taobao Flash Sales to achieve market leadership by 2026 [20] - BYD has launched new car models with limited-time tax incentives, with prices starting at 92,800 yuan after subsidies [21] Group 13 - The U.S. stock market showed mixed results, with the Dow Jones rising while the Nasdaq fell, influenced by declines in AI and tech stocks [22] - Institutions were active in the market, with significant net purchases and sales of various stocks [23][24]

责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 香港联交所最新资料显示，1月6日，中信证券-云帆单一资产管理计划增持中广核电力（01816）2888.6 万股，每股作价2.999港元，总金额约为8662.91万港元。增持后最新持股数目约为5.79亿股，最新持股 比例为5.18%。 香港联交所最新资料显示，1月6日，中信证券-云帆单一资产管理计划增持中广核电力（01816）2888.6 万股，每股作价2.999港元，总金额约为8662.91万港元。增持后最新持股数目约为5.79亿股，最新持股 比例为5.18%。 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 责任编辑：卢昱君 ...

吉林省松原市吉林油田新北智能微电网项目 江苏省徐州市大屯源网荷储协同调控智能微电网项目 河南省鹤壁市淇县新型主体承载力提升智能微电网项目 河南省许昌市襄城县先进制造业开发区智能微电网项目 湖北省宜昌市秭归船舶充换电一体化智能微电网项目 广东省广清经济特别合作区广德 ( 英德 ) 产业园智能微电网项目 新疆维吾尔自治区克州阿合奇智能微电网项目。 2个算电协同试点项目： 北京市海淀区算力中心高比例新能源供电与电算协同项目 安徽省芜湖市长三角枢纽节点芜湖数据中心算电协同项目。 13个虚拟电厂试点项目： 文 | 国家能源局 1月6日， 国家能源局综合司关于新型电力系统建设能力提升试点（第一批）名单的公示。经组织第三方机构评审，拟支持 43个项目及10个城 市 开展 新型电力系统建设能力提升试点工作 。 43个试点项目名单中共涉及7个试点方向：包括 系统友好型新能源电站 4个 、 构网型技术应用 8个 、 智能微电网 7个 、 算电协同 2个 、 虚拟电厂 13个 、 大规模高比例新能源外送 1个、 新一代煤电 8个。 项目单位既有 国家电网、南方电网、华电、中国能建、 国家电投、 国家能源集团、中石油、华润 等央国企 ...

证券代码：600505 证券简称：西昌电力 公告编号：2026-001 四川西昌电力股份有限公司 2026年第一次临时股东会决议公告 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： ● 本次会议是否有否决议案：无 一、会议召开和出席情况 本次股东会的召集、召开形式和程序符合《公司法》《证券法》《四川西昌电力股份有限公司章程》的 有关规定，会议决议合法有效。本次会议由张劲董事长主持。 (五)公司董事和董事会秘书的列席情况 1、公司在任董事12人，列席7人，董事张凌、董事冷继伟、董事佟如意、董事杨晓玲、董事贾巴书土因 工作原因未列席会议。 2、董事会秘书晏科列席会议；公司副总经理罗睿、副总经理王昌林、副总经理熊鹰、财务总监易华 焱、副总经理李振华列席会议。 二、议案审议情况 (一)非累积投票议案 (一)股东会召开的时间：2026年1月8日 (二)股东会召开的地点：四川省西昌市胜利路66号办公大楼6楼会议室 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： ■ (四)表决方式是否符合《公司法》及《 ...

据中闽能源股份有限公司（以下简称"公司"）统计，2025年度公司下属各项目累计完成发电量 287,530.12万千瓦时，比上年同期300,800.41万千瓦时减少4.41%；累计完成上网电量279,326.67万千瓦 时，比上年同期292,354.13万千瓦时减少4.46%，详情如下： ■ 特此公告。 证券代码：600163 证券简称：中闽能源 公告编号：2026－002 中闽能源股份有限公司 2025年度发电量完成情况的公告 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。 中闽能源股份有限公司董事会 2026年1月9日 ...