每经记者｜宋欣悦 每经编辑｜何小桃 兰素英 ① 【三大期指齐涨】截至发稿，道指期货涨0.25%、标普500指数期货涨0.28%、纳指期货涨0.22%。 ② 【存储概念股盘前上涨，闪迪涨超7%】存储概念股盘前上涨。截至发稿，闪迪涨超7%，美光科技涨近4%，西部数据、希捷科技涨超3%。消息面上， 日本存储巨头铠侠业绩显示，公司2025财年Q3净利润为878.1亿日元，全年利润指引高出预期。 ③ 【中概股普跌】中概股盘前普跌。截至发稿，阿里巴巴跌1.0%，拼多多跌0.3%，百度跌1.2%，京东跌1.6%。 ④ 【大摩：100GW光伏计划或将特斯拉能源业务估值提升多达500亿美元】摩根士丹利在本周发布的一份最新研报中指出，特斯拉规划建设100GW垂直 整合光伏制造产能的计划，可能使其能源业务估值提升多达500亿美元。但该公司需要大力投资才能实现这一目标。 校对|段炼 ⑤ 【季度毛利率低于预期，思科跌近8%】思科盘前跌近8%。消息面上，思科预计，公司第三财季的调整后毛利率为65.5%至66.5%，而分析师此前的平 均预期为68.2%。 ⑥ 【"华尔街之狼"重仓押注Meta约20亿美元】被誉为"华尔街之狼"的比尔·阿克曼 ...

Group 1 - The core point of the article is that TuoRi New Energy (002218) reported a total of 158,510 shareholders as of January 30 [1]

Core Insights - The 2026 Shenzhen Two Sessions highlighted that the added value of strategic emerging industries in Shenzhen reached 1.67 trillion yuan, accounting for 43.0% of GDP [1] - The Qianhai area, known for its modern service industry, is leveraging its advantages in innovation, manufacturing, and services to excel in future industries [1] Group 1: Industry Performance - The software and information service industry cluster in Qianhai is projected to achieve over 200 billion yuan in revenue by 2025, with seven industry clusters including digital creativity and artificial intelligence each surpassing 50 billion yuan in revenue [1][3] - In 2025, the revenue of the software and information service sector in Qianhai is expected to reach 255.5 billion yuan, marking a year-on-year growth of 19.6% [3] - The digital creativity industry experienced a 32.7% year-on-year growth, achieving revenue of 96.7 billion yuan, supported by the establishment of the Qianhai Digital Cultural Park and various service platforms [3][4] Group 2: Infrastructure and Development - Qianhai has established the Shenzhen International Data Industry Park, which has attracted over 4,000 data enterprises and set up a 500 million yuan special fund for the data industry [3] - The region is home to the first provincial-level low-altitude manufacturing innovation center in China, gathering over 200 upstream and downstream enterprises to create a comprehensive industry chain [4] - The establishment of the Shenzhen International Ship Registration Service Center has led to 80 ship leasing projects with an asset scale exceeding 20 billion yuan, positioning Qianhai as a leader in the marine economy in South China [4] Group 3: Future Plans - In 2026, Qianhai aims to focus on industrial upgrades to build a modern industrial system with international competitiveness, including the establishment of an application scenario innovation center in the Guangdong-Hong Kong-Macao Greater Bay Area [5] - The region plans to innovate key industries and develop a comprehensive work system for cell and gene technology, alongside enhancing the "Shenzhen Outbound E-Station" to facilitate safe and effective international business operations [5]

Core Viewpoint - The company is focusing on the development of green hydrogen and chemical projects, marking a significant step in its green chemical sector expansion [2] Group 1: Company Developments - The company is currently monitoring offshore wind power business but has not yet initiated any projects in this area [2] - The company announced the investment in a green hydrogen and chemical co-production project in Jixi City, Heilongjiang Province, with a capacity of 300,000 tons [2] - This project is seen as a key initiative to enhance the company's position in the green chemical industry and is expected to serve as a model for future developments [2]

Core Viewpoint - The Huadian Pile Dragon Pastoral Photovoltaic and Energy Storage Project in Lhasa is providing stable clean electricity to support winter heating needs, showcasing its role as a significant energy source in the region [4]. Group 1: Project Overview - The project has a total installed capacity of 200 MW and officially connected to the grid on October 18, 2025, with a cumulative electricity generation of 29 million kWh to date [4]. - It employs an innovative "photovoltaic + energy storage" model, featuring a 160 MWh energy storage system that enhances power supply stability [4]. Group 2: Operational Benefits - The energy storage system can provide stable power for 4 hours during nighttime, effectively addressing the shortfall of photovoltaic output at night, thus ensuring continuous electricity supply for heating and public facilities [4]. - The project is estimated to save 106,500 tons of standard coal annually and reduce carbon dioxide emissions by 291,900 tons, improving air quality and alleviating the economic burden of high-priced coal for residents [4]. Group 3: Technological Implementation - To ensure stable operation in high-altitude environments, the project team utilizes a panoramic information system with drone patrols and video monitoring for "unmanned" intelligent inspections, allowing for real-time equipment status monitoring and rapid hazard identification [6].

Core Viewpoint - Achieving carbon peak by 2030 is both a target and a driving force for enterprises, with the understanding that exceeding carbon emission limits will lead to negative assets while reducing emissions will create positive assets [3][15]. Group 1: Global Climate Governance - Current global climate governance faces challenges due to geopolitical conflicts, which may divert resources away from climate initiatives, but the overall trend towards green and low-carbon development remains unchanged [3][15]. - Developing countries are becoming significant drivers in global climate governance, transitioning from passive participants to active contributors in emission reduction due to the decreasing costs of carbon reduction technologies [4][16]. Group 2: China's Low-Carbon Development Goals - China has set new Nationally Determined Contributions (NDC) targets for 2035, aiming for a 7%-10% reduction in greenhouse gas emissions from peak levels and increasing non-fossil energy consumption to over 30% of total energy consumption [5][17]. - The next five years will see China's carbon emissions stabilize at current levels, with a deep transformation of the energy structure primarily through renewable energy development [5][17]. Group 3: Challenges in Low-Carbon Transition - The biggest challenge in promoting low-carbon development is enhancing societal awareness of the necessity and inevitability of green and low-carbon development, requiring a fundamental shift in established habits and practices [6][18]. Group 4: Corporate Strategies for Carbon Emission Management - Companies should view carbon emissions strategically, recognizing that carbon emissions will eventually be accounted for, and exceeding limits will result in negative assets while reductions will yield positive assets [7][19]. - Enterprises are encouraged to establish new carbon neutrality strategic goals aligned with national targets, such as achieving carbon neutrality by 2050, and to develop phased targets and action plans [9][21]. Group 5: Collaborative Efforts in Carbon Reduction - Companies should collaborate with upstream and downstream partners to promote carbon reduction across the entire supply chain, establishing low-carbon standards and requirements [10][22]. - Tencent serves as a case study, having set a goal for carbon neutrality across its entire supply chain by 2030 and implementing various innovative solutions to support low-carbon transitions [11][22].

Core Viewpoint - The government of Meishan City is promoting six support policies aimed at enhancing the quality and growth of the "1+3" leading industries, with a total of 271 projects approved for support [1]. Group 1: Support Policies - The policies include initiatives for intelligent manufacturing transformation, green low-carbon energy incentives, and high-quality development measures for new energy storage and biomanufacturing industries [1]. - The policies are designed to foster the growth of key sectors such as new energy materials, equipment manufacturing, and pharmaceuticals [1]. Group 2: Project Approval - A total of 271 projects have been evaluated and approved through a process involving voluntary applications from enterprises, recommendations from districts and parks, expert reviews, and on-site verifications [1]. - The projects span various categories, including technological innovation and public service platform construction [2][3]. Group 3: Industry Focus - The focus industries under the "1+3" initiative include new energy materials, pharmaceuticals, and high-end equipment manufacturing [1]. - Specific companies listed for support include Sichuan Qingmu Pharmaceutical Co., Sichuan Tianqi Mining New Energy Technology Co., and Sichuan Jinxiang Saier Chemical Co. [2][3].

Group 1 - BlackRock's long position in Contemporary Amperex Technology Co., Ltd. (CATL) H-shares decreased from 6.41% to 5.77% as of February 6, 2026 [1]

来源：市场资讯 经营范围含新兴能源技术研发；电池制造；电池销售；电子专用材料研发；电子专用材料制造；电子专 用材料销售；新材料技术研发；新材料技术推广服务；技术服务、技术开发、技术咨询、技术交流、技 术转让、技术推广；知识产权服务（专利代理服务除外）；货物进出口；技术进出口。（除依法须经批 准的项目外，凭营业执照依法自主开展经营活动）（涉及国家规定实施准入特别管理措施的除外） 企业名称四川爱固新能源科技有限公司法定代表人严振华注册资本1000万人民币国标行业科学研究和技 术服务业>科技推广和应用服务业>技术推广服务地址四川省宜宾市翠屏区双谊镇双谊产业园控规B-04- 12-2地块双谊产业园综合楼1楼1号企业类型其他有限责任公司营业期限2026-2-11至无固定期限登记机关 翠屏区市场监督管理局 天眼查显示，近日，四川爱固新能源科技有限公司成立，法定代表人为严振华，注册资本1000万人民 币，天津南开大学资产经营有限责任公司、宜宾市科技人才集团有限公司、四川长江源工业园区开发有 限责任公司持股。 序号股东名称持股比例1严振华60%2天津南开大学资产经营有限责任公司15%3四川爱芯壹企业管理合 伙企业（有限合伙） ...

Core Viewpoint - The meeting held in Xichuan County emphasized the importance of collaboration between government and enterprises to foster economic development and attract investment, showcasing positive growth indicators and a commitment to supporting local businesses [1][2][3]. Economic Development - Xichuan County's GDP surpassed 30 billion yuan, with a growth rate of 7.1% [1] - Industrial investment, social R&D input, and high-tech industry added value all exceeded 30% growth [1] - The county was recognized as a pilot for manufacturing transformation and upgrading, with the automotive parts industry cluster becoming a provincial characteristic industry cluster [1][3]. Business Environment - The meeting highlighted the government's proactive approach to address business challenges, including the implementation of source-network-load-storage projects and reducing electricity costs for enterprises [2][4]. - A commitment to optimizing the business environment was demonstrated through various initiatives, such as standardized factory construction and talent recruitment models [4]. Industry Support - The automotive parts industry, led by Xijian Company, experienced a 39% year-on-year increase in output value, driven by the shift towards new energy vehicles [3]. - Other industries, including modern traditional Chinese medicine and new materials, also showed robust growth, contributing to a diversified economic landscape [3]. Collaboration and Commitment - The meeting served as a platform for entrepreneurs to voice their concerns and suggestions, with government officials responding directly to their needs [2]. - The county government reiterated its commitment to being business-friendly and fostering a collaborative environment for economic growth [3][4].