Core Viewpoint - The "Shantou Declaration" emphasizes the need for accelerated global wind power technology promotion and application to achieve stronger industry growth and meet climate goals, particularly in emerging markets facing challenges like weak industrial foundations and talent shortages [1] Group 1: Global Wind Power Development - The wind power industry has seen significant growth over the past decade, but its benefits are concentrated in a few countries, necessitating broader global efforts to enhance manufacturing capabilities and local production systems [1] - The development of wind power is essential for addressing climate change and ensuring energy security, requiring collaboration among governments, industry, and international organizations [2] Group 2: Supply Chain and Infrastructure - A resilient and dynamic supply chain is crucial for large-scale wind power development, with many regions currently lacking sufficient capacity [2] - Countries should improve industrial policies to guide investments and establish a well-connected global supply chain to enhance supply security [2] - Infrastructure development should be integrated into national and regional planning, focusing on creating efficient transport and operational bases for wind power [3] Group 3: Innovation and Collaboration - Promoting technological cooperation and knowledge sharing is vital for building a secure and reliable wind power supply chain [2] - A collaborative innovation system involving government, industry, and academia should focus on key research areas to drive technological advancements and reduce costs [2] Group 4: Market Environment and Sustainability - A fair and transparent international trade framework is necessary to provide equal market access and eliminate trade barriers [4] - Sustainable development principles should be integrated into supply chain management to maximize the green value of the wind power industry [4] - Enhancing transparency and traceability in the supply chain is critical for ensuring product quality and safety [4] Group 5: Dialogue and Cooperation Mechanisms - Establishing a permanent cooperation mechanism, "Global Wind Power Cooperation Dialogue," in Shantou will facilitate ongoing communication and consensus-building within the industry [5] - The declaration reflects broad representation from over 600 member organizations across approximately 100 countries, highlighting its significance [5]

大和发表研报指，注意到金风科技股价在昨日早盘交易时段录得10%的上涨，这可能与SpaceX的潜在 IPO有关。大和也注意到，市场传言金风科技持有一家中国民营火箭公司蓝箭航天的大量股份，该公司 近期一直在积极进行IPO的初步准备工作，并计划在上海证券交易所的科创板上市。大和将金风科技此 次股价上涨视为事件驱动的短期波动，维持"持有"评级。 ...

12月11日，记者从自治区政府新闻办举行的"高质量完成'十四五'规划"系列主题新闻发布会（第二 十三场）上获悉，今年1—10月，全区产业园区规上工业总产值、规上工业增加值同比分别增长6.6%、 8.4%，在广西经济社会高质量发展中发挥了主战场、主阵地、主引擎作用。 瞩目成绩单的背后，离不开"十四五"以来全区产业园区在规划建设、招商引资、改革创新等领域取 得的扎实成效。 "十四五"期间，全区统筹安排各类资金支持基础设施项目建设，推动财政资金牵引、国企资本带 动、社会资本参与共建产业园区，设立广西园区产业高质量发展基金、广西园区产业协作发展基金。加 强园区开放合作，推动园区与东盟国家、国内东部省份以及高等院校、科研机构开展合作共建。全区产 业园区规上工业总产值占全区的比重超80%，工业投资占全区比重超70%，2024年有4个产业园区产值 超过1000亿元，对全区经济增长贡献显著。 在园区招商引资提质增效方面，广西聚焦重点产业园区、制造业、"三个关键"和新质生产力开展招 商，引进龙马重工装备制造、三峡海上风电、云图绿色化工等百亿级重大项目。围绕粤港澳大湾区、长 三角、京津冀及成渝等重点区域开展大区招商，聚焦人工智能 ...

上海电气（02727）早盘股价上涨5.46%，现报4.25港元，成交额1.19亿港元。 客户端 上海电气（02727）早盘股价上涨5.46%，现报4.25港元，成交额1.19亿港元。 据上海电气官微消息，近日，由上海电气集团股份有限公司、上海市机电设计研究院有限公司与哈萨克 斯坦GCD Partners LLP组成的联合体，成功斩获哈萨克斯坦1吉瓦米尔内风电项目EPC合同，标志着上海 电气在中亚能源市场实现重大突破。 据介绍，该项目是哈萨克斯坦迄今规模最大的风电项目，由法国能源巨头道达尔能源公司、哈萨克斯坦 萨姆鲁克能源股份公司与哈萨克斯坦国家油气公司共同组建的合资公司Aktas Energy开发，以"中-法- 哈"三方深度协作模式为项目落地提供核心支撑。项目预计2026年开工，建成后将实现规模化风电产能 与配套电池储能系统，显著提升哈萨克斯坦电网稳定性，助力当地优化能源结构，降低化石能源依赖。 责任编辑：卢昱君 据上海电气官微消息，近日，由上海电气集团股份有限公司、上海市机电设计研究院有限公司与哈萨克 斯坦GCD Partners LLP组成的联合体，成功斩获哈萨克斯坦1吉瓦米尔内风电项目EPC合同，标志着 ...

上海电气（601727）(02727)涨超3%，截至发稿，涨3.47%，报4.17港元，成交额7453.81万港元。 据介绍，该项目是哈萨克斯坦迄今规模最大的风电项目，由法国能源巨头道达尔能源公司、哈萨克斯坦 萨姆鲁克能源股份公司与哈萨克斯坦国家油气公司共同组建的合资公司Aktas Energy开发，以"中-法- 哈"三方深度协作模式为项目落地提供核心支撑。项目预计2026年开工，建成后将实现规模化风电产能 与配套电池储能系统，显著提升哈萨克斯坦电网稳定性，助力当地优化能源结构，降低化石能源依赖。 消息面上，据上海电气官微消息，近日，由上海电气集团股份有限公司、上海市机电设计研究院有限公 司与哈萨克斯坦GCD Partners LLP组成的联合体，成功斩获哈萨克斯坦1吉瓦米尔内风电项目EPC合同， 标志着上海电气在中亚能源市场实现重大突破。 ...

据介绍，该项目是哈萨克斯坦迄今规模最大的风电项目，由法国能源巨头道达尔能源公司、哈萨克斯坦 萨姆鲁克能源股份公司与哈萨克斯坦国家油气公司共同组建的合资公司Aktas Energy开发，以"中-法- 哈"三方深度协作模式为项目落地提供核心支撑。项目预计2026年开工，建成后将实现规模化风电产能 与配套电池储能系统，显著提升哈萨克斯坦电网稳定性，助力当地优化能源结构，降低化石能源依赖。 智通财经APP获悉，上海电气(02727)涨超3%，截至发稿，涨3.47%，报4.17港元，成交额7453.81万港 元。 消息面上，据上海电气官微消息，近日，由上海电气集团股份有限公司、上海市机电设计研究院有限公 司与哈萨克斯坦GCD Partners LLP组成的联合体，成功斩获哈萨克斯坦1吉瓦米尔内风电项目EPC合同， 标志着上海电气在中亚能源市场实现重大突破。 ...

Market Overview - The Hong Kong stock market opened higher on December 12, with the Hang Seng Index rising by 230.9 points, an increase of 0.9% to 25,761.41 points [1] - The Hang Seng Tech Index increased by 56.56 points, up 1.02% to 5,591.15 points [1] - The National Enterprises Index rose by 78.78 points, a gain of 0.88% to 9,013.06 points [1] - The Red Chip Index climbed by 17.19 points, up 0.42% to 4,119.82 points [1] - Technology stocks saw broad gains, with companies like NetEase, Alibaba, Xiaomi, Lenovo, Tencent, and Kuaishou rising over 1% [1] - Gold stocks also performed well, with China National Gold International increasing by over 4% [1] - Power equipment stocks opened higher, with Dongfang Electric rising by over 2% [1] - New consumption concept stocks were active, with Hu Shang Ayi increasing by over 1% [1] - The lithium battery sector opened higher, with CATL rising nearly 3%, and Ganfeng Lithium and Tianqi Lithium both increasing by over 2% [1] Company News - Hong Kong Technology Exploration (01137.HK) reported a total merchandise transaction value of HKD 636 million in November, a year-on-year decline of 7.4% [2] - BOE Technology Group (00710.HK) signed a total product processing agreement with BOE in Vietnam [3] - China Merchants Securities (06099.HK) was approved to issue company bonds not exceeding RMB 40 billion [4] - China Galaxy (06881.HK) completed the issuance of short-term company bonds amounting to RMB 4 billion [5] - Cloudwalk Technology (02670.HK) plans to establish a joint venture focusing on innovative robotic solutions [6] - Innovent Biologics (09969) received approval for the use of Selpercatinib in treating adult and adolescent patients with NTRK fusion gene solid tumors in China [7] - Peijia Medical-B (09996) received approval from the National Medical Products Administration for the registration application of the TaurusTrio transcatheter aortic valve system [8] - China Antibody-B (03681) had its new drug research application accepted by the National Medical Products Administration [9] - Hengyi Holdings (01894.HK) plans to undergo capital restructuring and fundraising activities [10] Institutional Insights - GF Securities noted that the Hong Kong stock market is more sensitive to external risks, with uncertainties regarding the Federal Reserve's future interest rate cuts and a peak in lock-up stock releases in December, which may lead to liquidity shocks [11] - Dongwu Securities believes that the Hong Kong stock market is still in a left-side phase, and a rebound will require more time [11] - Ping An Securities highlighted the growing importance of the ice and snow economy, which encompasses ice and snow sports, tourism, equipment, and culture, as a new economic growth point [11] - The ice and snow industry is experiencing rapid growth, and companies like Anta Sports, Bosideng, and Sanfu Outdoor are recommended for investment due to their improving margins and stable dividend yields [11] Industry Trends - Western Securities reported that since the end of 2024, the bidding prices for wind turbine manufacturers have shown a continuous upward trend due to self-discipline among manufacturers and changes in bidding rules [12] - The average bidding price for onshore wind turbines in January-October 2025 was RMB 1,618 per kW, a year-on-year increase of 6.86% [12] - The average bidding price for onshore wind turbines (including towers) was RMB 2,096 per kW, a year-on-year increase of 9.78% [12] - The demand for wind turbines in overseas markets is strong, with companies like Goldwind and Envision Energy seeing significant increases in overseas order volumes [12]

【头条要闻】 5个必须、8项任务，中央重要会议细化明年经济工作！最新看点来了 12月11日召开的中央经济工作会议总结2025年经济工作，分析当前经济形势，部署2026年经济工作。继 12月8日中央政治局会议分析研究2026年经济工作，提出明年八大重点任务后，中央经济工作会议在此 基础上进一步细化重点任务的政策安排和目标，并在财政货币政策、政策关键着力点等方面提出具体部 署。 值得注意的是，会议认为，通过实践，我们对做好新形势下经济工作又有了新的认识和体会：必须充分 挖掘经济潜能，必须坚持政策支持和改革创新并举，必须做到既"放得活"又"管得好"，必须坚持投资于 物和投资于人紧密结合，必须以苦练内功来应对外部挑战。[最新定调2026年房地产政策]["八个坚持"释 放哪些信号？] [要点极简版][相关专题] 多家国际机构上调中国经济增速预期 近日多家国际机构密集上调2025年中国经济增速预期。其中，世界银行、国际货币基金组织、亚洲开发 银行分别上调0.4、0.2、0.1个百分点。 多家机构表示，尽管面临冲击，中国经济展现了显著韧性。世行12月11日发布最新一期中国经济简报， 相较上期简报，对2025年中国经济增速预 ...

12月11日，A股市场呈现指数调整、个股普跌、热点集中的"二八分化"格局。全市场上涨个股仅1032 只，占比不足两成，下跌个股数量高达4378只，占比超八成。全市场成交额放量至1.89万亿元，较前一 交易日增加936亿元，但资金做多意愿高度集中，多数板块沦为"资金旁观者"。截至收盘，三大核心指 数集体回调：上证指数报3873.32点，下跌0.70%；深证成指跌1.27%至13147.39点；创业板指表现最 弱，跌幅达1.41%，收于3163.67点。 在市场调整的背景下，科创板新股摩尔线程成为"破局者"，股价上演持续拉升行情。该股昨日早盘突破 800元整数关口后，午后持续发力，最终以最高价941.08元/股收盘，单日涨幅高达28.04%。 作为"国产GPU第一股"，摩尔线程自12月5日登陆科创板以来，股价表现堪称爆发力十足。从114.28元/ 股的发行价算起，短短5个交易日累计涨幅已达723.49%，总市值飙升至4423亿元，成为A股市场市值排 名前列的科技股。交易数据显示，该股昨日成交额达124亿元，位居A股第六，资金虹吸效应显著，成 为耀眼的"明星股"。 除摩尔线程外，商业航天、风电设备等少数板块逆势活跃 ...

常山北明（000158.SZ）12月11日在投资者互动平台表示，根据公司三季度财务报告，公司今年的营收 及订单量均有所提升。公司深泽风电等新能源项目已按时间节点实现并网发电。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：董秘你好！请问贵公司当前核心业务订单量、产能利 用率同比环比是否有提升？重点项目推进是否达预期，预计何时实现营收利润贡献？ ...