Core Viewpoint - The article emphasizes the importance of developing renewable energy to improve energy structure, ensure energy security, and promote ecological civilization, with a target of reaching 3.6 billion kilowatts of installed wind and solar power capacity by 2035 in China [2]. Group 1: Training Announcement - A training session on green electricity direct connection and non-electric utilization of renewable energy is organized to help enterprises understand the latest policies and pathways [2]. - The training will take place from October 30 to 31 in Beijing [3]. Group 2: Target Audience - The training is aimed at various stakeholders including provincial power companies, renewable energy enterprises (wind, solar, storage), energy service companies, and research institutions [4]. Group 3: Course Modules - The training will cover multiple modules including: - Outlook on the 14th Five-Year Plan for electricity and renewable energy development - Discussion on green electricity direct connection policies - Differences in provincial green electricity direct connection policies - Application scenarios for green electricity direct connection - Investment and construction models for green electricity direct connection projects - Planning paths for green electricity parks - Approval processes for green electricity direct connection projects - Development status and prospects of non-electric utilization of renewable energy [4]. Group 4: Training Fees - The training fee is set at 3,900 yuan per person, which includes the training cost, while transportation and accommodation are self-managed [5].

Group 1 - The core viewpoint of the article is that Lianhong Xinke has successfully overcome key technical challenges related to Prussian blue cathode materials through its strategic investment in Wenzhou Nanshu New Energy Technology Co., Ltd, and has achieved industrialization of these products for energy storage applications [1] Group 2 - The product developed by Wenzhou Nanshu New Energy Technology Co., Ltd is applicable in the energy storage sector, indicating a potential growth area for the company and the industry [1] - The achievement in Prussian blue cathode materials represents a significant technological advancement, which could enhance the competitive positioning of the company in the renewable energy market [1]

大型能源集团向多元化清洁能源转型成为趋势。 "从业务协同看，水电与风电、光伏发电天然互补，新能源公司的成立可以实现多能互补，优化公司及 当地能源结构。"一名电力行业人士告诉记者，大型能源集团向多元化清洁能源转型成为趋势，水电具 有长期基荷与季节性调节能力，西藏地区河流丰枯期与风能资源季节分布正好形成时空互补，为风光不 稳定出力提供调度保障。另外他指出，雅江新能源还配套了储能、加氢站及储氢业务，有助于提升能源 就地转化和消纳水平，减轻远距离输电压力。 西藏是国内清洁能源的"富矿"。据央视新闻日前报道，西藏全区清洁能源发电量占比超99%，已形成以 水电为主，地热、风能、太阳能等多能互补的综合能源新体系。自2015年首次"藏电外送"以来，截至今 年9月底，西藏累计外送清洁能源超过150亿千瓦时，覆盖国内华东、华中、华北、西北、西南等地。 目前，西藏正加速推进"藏电外送"。青藏直流二期扩建工程等一批重点工程加快推进，西藏高海拔特高 压直流输电、大规模新能源并网等领域正挺进技术"无人区"。预计到2050年，西藏将形成10条以上全清 洁能源外送特高压输电通道，年外送电量超过5000亿千瓦时，是过去10年累计外送电量的33 ...

企业创新税收指数在企业间形成"创新引领发展"的鲜明导向。图为火炬高新区企业强力巨彩生产车间。 (资料图) 10月24日，厦门火炬高新区管委会联合厦门火炬高新区税务局发布2024年度"企业创新税收指数"。现场 同步展示火炬高新区参评创新企业概况、企业创新要素投入情况，以及行业得分分布图和园区得分热力 图，并为指数排名靠前的企业颁奖，激励企业向"新"前行。 数据显示，2024年参与"企业创新税收指数"评价的火炬高新区创新企业达2380户，同比增长5.82%，创 新主体规模扩大；全部参评企业营业收入同比增长9.45%，利润总额同比增长34.26%；获得科技金融支 持的创新企业209户，2024年营业收入同比增长8.38%，利润总额同比增长20.24%。数据表明，企业生 产经营活力持续增强，创新内生动力得到有效激发。 同样受益于"企业创新税收指数"的还有笃正新能源。公司副总经理王银平介绍说，近年来公司海外业务 快速拓展，资金需求量较大。今年8月，公司凭借2023年度指数全市新能源产业单项排行榜前列的优 势，成功向建行申请5000万元免抵押、纯信用的"新质贷"贷款。"这笔贷款如同'及时雨'，为公司生产经 营提供了强有力 ...

将投中网设为"星标⭐"，第一时间收获最新推送 大健康赛道，地方国资成主角。 上周，赛纳生物完成超亿元新一轮融资，并成功达成资金交割。本 次融资由顺禧基金、亦庄国投领投。此外，国内超快时间分辨成像技术领域企业 中智科仪也正式宣 布完成超亿元人民币 A 轮融资。由北京国管旗下基金顺禧基金担纲领投方，产业资本代表汇川技 术、科研力量载体怀柔科学城、专业投资机构深担创投，中信建投资本共同跟投，此外，天使轮股东 中科创星亦持续看好公司发展，继续追加投资。 作者丨 长风 来源丨 东四十条资本 大家好，我是长风。今天给大家带来上周资本市场的专业投研信息。 焦点回顾： 硬科技赛道，自动驾驶巨额融资不断。 上周，九识智能宣布完成1亿美元B4轮融资，本轮融资由蚂 蚁集团领投，蓝湖资本、BV 百度风投等新老股东跟投加持。光源资本担任独家财务顾问。截至本 轮，九识智能 B 轮已完成融资 4 亿美元。此外，L4级无人城配（RoboVan）解决方案提供商—— 新石器公司也在本周宣布完成逾6亿美元D轮融资，本轮融资由阿联酋磊石资本（Stone Venture） 领投，并由高成投资、信宸资本（中信资本旗下私募股权投资业务）、鼎晖VGC、朝希 ...

党的二十届四中全会擘画了中国未来五年发展蓝图，将推动高质量发展确定为"十五五"时期经济社会发 展的主题，宣示中国将续写经济快速发展和社会长期稳定两大奇迹新篇章，奋力开创中国式现代化建设 新局面。 恒者行远，思者常新。5年来，中国以"恒"的战略定力推进现代化进程，以"思"的创新活力培育新质生 产力，高质量发展在持续积累与自我突破中行稳致远。 "高质量发展取得显著成效，科技自立自强水平大幅提高""建设现代化产业体系，巩固壮大实体经济根 基""加快高水平科技自立自强，引领发展新质生产力"……四中全会公报就"十五五"时期科技创新提出 一系列目标和要求，让海外人士对中国创新体系整体效能提升倍感期待。 "可以预见，'十五五'时期，中国的高质量发展将给世界带来诸多新机遇。"埃及阿拉伯研究中心顾问阿 布·贝克尔·迪卜说，中国加快培育新质生产力，将通过人工智能、量子技术和新能源系统等尖端技术领 域的突破让世界受益。 中国的发展，是世界的机遇；与中国同行，就是与机遇同行。多国受访人士表示，在充满不确定性的世 界中，中国以稳健增长、技术革新和制度型开放为全球经济发展注入更多稳定性和确定性。瞩望"十五 五"时期的中国发展，世界期待与 ...

科创创业ETF（588360）跟踪的是科创创业50指数（931643），单日涨跌幅达20%，该指数从科创板与 创业板中精选市值大、流动性好的50只新兴产业股票，覆盖新能源、生物医药等核心领域。指数样本聚 焦硬科技及成熟创新企业，具有较高的行业集中度和龙头效应，能够综合反映中国前沿产业的技术壁垒 与成长性表现。跟踪指数三季度表现超65%，显著超越科创50（49.02%）和创业板50（59.45%）。 中航证券指出，科技创新是未来五年的首要任务方向，从"全面增强自主创新能力，抢占科技发展制高 点"的要求来看，科技依旧是未来五年的首要任务方向，同时顺序的调整或进一步强调科技创新向实体 经济落地。复盘近二十年的四次五年规划看，五年规划的成形为A股中期慢牛走势形成助力。 （文章来源：每日经济新闻） ...

Core Viewpoint - The quarterly reports of four public funds managed by Xinda Australia Fund's Feng Mingyuan reveal a significant reduction in the number of holdings, with some stocks seeing a decrease of over 50% compared to the end of Q2 2023, while others like GoerTek and Hengxuan Technology received increased investments [1][2]. Group 1: Fund Holdings Changes - The funds have shown a notable reduction in holdings for stocks such as Huahong Semiconductor, Zhaoyi Innovation, and Sitaiwei-W, with Huahong Semiconductor's shares decreasing by 51.75% to 501,500 shares by the end of Q3 [1][2]. - In contrast, GoerTek and Hengxuan Technology saw increased positions, and some funds initiated new significant holdings in companies like Amlogic and Juchip Technology [1][2]. Group 2: Sector Focus - The fund manager indicated that the primary sectors for investment include electronics, new energy, communications, automotive parts, and machinery, with advancements in AI and robotics expected to drive growth in these industries [1][2]. Group 3: Fund Performance - Despite a cooling in the tech stock market during Q3, the performance of the funds managed by Feng Mingyuan is considered above average, with the highest net value return of 38.71% for the Xinda Leading Intelligent Manufacturing Mixed Fund [2]. - The median performance for mixed equity funds in Q3 was 22.67%, with the top-performing fund achieving a 100.06% increase [2]. Group 4: Fund Size Changes - The total share count for the funds managed by Feng Mingyuan has decreased, with the Xinda Zhiyuan three-year fund dropping from 4.07 billion shares at the end of Q2 to 3.31 billion shares by the end of Q3 [3]. - Institutional investors have also redeemed a significant number of shares from these funds, with one fund seeing a reduction of 77 million shares during the reporting period [3].

人民财讯10月27日电，企查查APP显示，近日，华电(衡水市故城县)科技发展有限公司成立，经营范围 包含：新兴能源技术研发；太阳能发电技术服务；风力发电技术服务；储能技术服务等。企查查股权穿 透显示，该公司由中国华电集团有限公司间接全资持股。 ...

Core Insights - Energy security is a crucial component of national security and a fundamental guarantee for sustainable economic and social development [3] - The "14th Five-Year Plan" aims for a comprehensive energy production capacity of over 4.6 billion tons of standard coal by 2025, which is a key indicator of China's energy security [5][6] Energy Production Goals - Non-fossil energy generation is targeted to exceed 39% of total power generation, with nuclear power capacity reaching 70 million kilowatts and wind and solar combined capacity exceeding 1.2 billion kilowatts [4] - Coal production capacity is to be maintained at around 4.1 billion tons per year, with average coal consumption for power generation reduced to below 300 grams of standard coal per kilowatt-hour [4] - Natural gas production is expected to exceed 230 billion cubic meters, while crude oil production is to stabilize at around 200 million tons per year [4] Current Energy Production and Consumption - In 2024, China's total energy production is projected to reach 4.98 billion tons of standard coal, a 22% increase from 2020 [6] - The share of coal in primary energy production is expected to decrease to 53.2% by 2024, while non-fossil energy production's share will rise to 19.3% [7] - Energy consumption is anticipated to grow, reaching 6.16 billion tons of standard coal by 2025, with industrial sectors being the primary consumers [8] Challenges in Energy Security - China's reliance on foreign energy sources remains high, with over 70% dependence on imported oil and about 40% on natural gas [9] - The transition to a cleaner energy structure faces challenges, including high coal consumption and the need for improved energy efficiency [9] - Energy efficiency levels in China are still below international standards, leading to increased energy demand pressure [9] International Comparisons - China's energy self-sufficiency rate is over 80%, significantly lower than the U.S. (110%) and Russia (150%) [11] - The EU's energy self-sufficiency rate is only 15%, highlighting vulnerabilities in energy security, especially post-Russia-Ukraine conflict [12] Strategic Significance of Energy Security - Enhancing energy self-sufficiency is vital for national energy security and resilience against international market fluctuations [13] - A stable energy supply supports high-quality economic development and strengthens industrial foundations [15] - Transitioning to a cleaner energy structure is essential for achieving carbon neutrality goals while maintaining energy supply stability [16] Societal and Global Implications - Reliable energy supply is crucial for improving public welfare and ensuring balanced energy access across regions [17] - Strengthening the renewable energy sector enhances international competitiveness and positions China as a leader in global energy governance [18] - Achieving the energy production capacity goals outlined in the "14th Five-Year Plan" is fundamental for national economic security and sustainable development [19]