招聘会现场还设置了政策宣传服务专区、创业推介专区、技能展示专区等，为群众讲解就业创业、社会 保障、技能培训、劳动维权等方面知识，并让群众近距离体验技能培训项目。市民李丹体验了技能培训 项目，她计划系统学习育婴师专业技能、考取职业证书，凭借专业能力扎根育婴行业。 据悉，2026年春风行动暨就业援助季活动期间，全市将集中开展"送政策、送服务、送岗位、送温暖"专 项行动，计划举办职业技能培训、政策宣讲及职业指导活动100场以上，举办各类线上线下招聘会200场 以上，同时通过"点对点"送工等方式，把返乡群众、农民工等劳动者输送至企业和园区，助力企业复工 复产、稳产达产，以实打实的举措稳就业、促发展、惠民生，为全年就业工作开好局、起好步筑牢基 础。 本报讯（记者余秋兰）1月31日，南宁市启动2026年春风行动暨就业援助季活动。活动以"春风送岗促就 业，真情相助暖民心"为主题，聚焦登记失业人员、灵活就业人员、农村劳动者、返乡农民工、脱贫人 口等重点群体，以及有用工需求的各类用人单位，通过畅通就业渠道、提供优质就业服务，助力稳岗就 业。活动将持续至3月底。 当天，由南宁市人力资源和社会保障局、邕宁区政府等10家单位联合主办 ...

Core Viewpoint - The development of a strong energy nation is crucial for China's economic and social progress, emphasizing the need for comprehensive enhancement of energy technology, industrial chains, and system capabilities to boost international competitiveness and support sustainable development [1]. Group 1: New Energy System Construction - The new energy system is the main focus in building a strong energy nation, with a shift from top-level design to comprehensive construction during the "14th Five-Year Plan" and "15th Five-Year Plan" periods [2]. - The goal is to significantly increase the share of non-fossil energy, with plans to add over 20 million kilowatts of wind and solar power capacity annually by 2026 [2]. - The development of clean energy sources such as wind, solar, hydro, and nuclear power will be prioritized, while also promoting biomass, geothermal, and marine energy as supplementary sources [2]. Group 2: Clean Utilization of Fossil Energy - The transition to cleaner and more efficient use of fossil energy is essential during the transitional period, with coal power being upgraded to serve as a flexible and stable backup for renewable energy [3]. - By 2026, initiatives will be implemented to enhance coal power's low-carbon development through technology upgrades and innovative mechanisms [3]. - A new electric power system will be established to ensure efficient distribution and utilization of clean energy, including the construction of high-voltage lines and smart grids [3]. Group 3: Challenges in New Energy Development - The rapid growth of new energy capacity has led to challenges in the power system, including difficulties in transmitting green electricity from western regions to eastern cities and the volatility of renewable energy generation [6]. - The National Energy Administration aims to promote integrated development of new energy by 2030, enhancing reliability and market competitiveness [6][7]. - The optimization of power system regulation capabilities is crucial, with a goal to significantly improve these capabilities by 2027 to support the integration of over 20 million kilowatts of new energy annually [8]. Group 4: Coal Consumption Trends - Coal consumption in China has shown signs of decline, with a negative growth rate for the first time since 2017, but short-term demand is expected to remain resilient due to the need for coal in power generation and chemical industries [10]. - The long-term trend indicates a gradual reduction in coal consumption as part of the carbon peak strategy, with coal's role shifting from a primary energy source to a backup energy source [11]. - The integration of coal and new energy is emphasized, with initiatives to develop renewable energy in coal-producing regions and promote clean energy alternatives [11][12]. Group 5: Future Energy Technologies - The "15th Five-Year Plan" highlights the importance of future industries such as hydrogen energy and nuclear fusion, which are seen as key components for ensuring energy security and sustainable development [14]. - Hydrogen energy is recognized for its potential but faces challenges in achieving market competitiveness due to a lack of sufficient application scenarios [15]. - The development of nuclear fusion is positioned as a long-term goal, with significant investments and research needed to overcome technical and commercial hurdles [16]. Group 6: Overall Energy Strategy - Building a strong energy nation is a strategic task for the "15th Five-Year Plan" and is essential for China's modernization efforts, requiring collaboration among government, enterprises, and society [17].

Core Viewpoint - The development of a strong energy nation is crucial for China's economic and social progress, emphasizing the need for comprehensive enhancement of energy technology, industrial chains, and system capabilities to boost international competitiveness and support sustainable development [1]. Group 1: New Energy System Construction - The new energy system is the main focus in building a strong energy nation, with a shift from top-level design to comprehensive construction during the "15th Five-Year Plan" period [2]. - The goal is to significantly increase the share of non-fossil energy, with plans to add over 200 million kilowatts of wind and solar power capacity annually by 2026 [2]. - The integration of various energy sources, including biomass, geothermal, and marine energy, will complement the new energy system [2]. Group 2: Clean and Efficient Use of Fossil Energy - The transition to cleaner and more flexible coal power is essential during the transition period, with coal power expected to act as a stabilizer for energy supply [3]. - By 2026, efforts will focus on upgrading coal power technology and promoting carbon capture and utilization in the oil and gas sector [3]. - The construction of a new power system will require the establishment of high-voltage lines and smart grids to ensure efficient energy distribution [3]. Group 3: Overcoming Bottlenecks in New Energy Development - China aims to lead global energy transformation, with a target of achieving six times the wind and solar power capacity by 2035 compared to 2020 levels [5]. - Challenges such as the inability to transmit green electricity from western regions to eastern cities and the volatility of renewable energy generation need to be addressed [6]. - The focus will shift from simple capacity expansion to system collaboration and value creation in new energy development [6]. Group 4: Coal Consumption Trends - Coal consumption in China has shown signs of decline, with a negative growth rate for the first time since 2017, but short-term demand is expected to remain resilient [9]. - The long-term trend indicates a gradual reduction in coal consumption, with a peak expected around 2027, after which a more significant decline is anticipated [10]. - The integration of coal and new energy is essential for the sustainable development of the coal industry, with initiatives to develop renewable energy in coal mining areas [11]. Group 5: Future Industry Development - The "15th Five-Year Plan" emphasizes the need to cultivate future industries such as hydrogen energy and nuclear fusion, which are critical for energy security and sustainable development [14]. - Hydrogen energy is seen as a key component of the future energy system, with efforts to support pilot projects and promote large-scale applications [15]. - Nuclear fusion is positioned as a long-term solution for energy challenges, with significant investments and research needed to overcome commercialization hurdles [16][17].

省属企业产业专项基金共2只，总规模110亿元。一只为规模100亿元的江苏省增资扩产战新产业高质量 发展基金，由高投集团发起，并得到省内各设区市积极参与，高投集团和苏州市相关管理机构共同管 理。该基金旨在落实我省支持优质企业增资扩产提质增效政策，重点投向生物医药、新能源、集成电 路、人工智能、机器人、低空经济、新型电力、航空航天等前沿领域，引导企业围绕智能化、绿色化、 融合化方向扩大先进产能，提升核心竞争力。另一只是江苏省新能源(国信)产业专项基金，由省国信集 团发起，总规模50亿元、首期10亿元。该基金聚焦新能源及其协同产业领域，旨在扩大省属企业在新能 源相关战新产业的布局，增强企业核心功能与市场竞争力。 本报讯(记者倪敏)记者从母基金管理部门获悉，省战略性新兴产业母基金出资组建的第四批产业专项基 金组建方案1月29日通过公司董事会决策，正式启动。本批次基金共4只、总规模671亿元，标志着我省 在推动科技创新与产业创新深度融合、培育新质生产力方面迈出新的坚实步伐。 4只基金结构清晰、定位明确，体现了省级引导、多方协同、聚焦关键的战略布局。其中，合作类基金1 只，即规模达551亿元的长三角创业投资引导基金。该基 ...

很多人到现在还没意识到，2026年开年那一轮白银暴涨，真正不寻常的地方，不是涨得有多猛，而是美 国这一次，几乎没怎么反击。 要知道，过去几十年，不管是石油，粮食，还是金属，只要价格失控，华尔街总有办法"按一按"，做 空，加杠杆，放预期，甩合约，熟得不能再熟。 可偏偏这次白银一路往上蹿，从去年中到今年初翻了几倍，美国金融市场几乎是边骂边看，动作明显慢 了半拍，问题就出在一句话上，这一次，不是钱不够，是银子不在他们手里了。 管制白银开始 很多人以为白银行情是"市场突然发疯"，但如果你把时间线往前拨，会发现真正的转折点，早就埋下 了。 2026年1月，中国把白银正式纳入了出口国营贸易管理清单，这句话看着不刺激，但懂行的人一眼就明 白了，白银，从"你爱卖谁卖谁"，变成了"国家统一看着办"。 以前出口白银，是企业的事，现在出口白银，是国家层面的资源调度，这一步，等于直接告诉全球市场 一句话，这东西，我们要先顾自家用。 而这恰好戳中了美国最不舒服的地方，在很多人印象里，白银好像不如黄金"高级"，可现实是工业离不 开白银，但可以暂时没有黄金。 光伏板要用银浆，新能源车的电控系统要用银，半导体，通信设备，AI服务器，全都绕不 ...

Group 1 - The month of January marks a strong start for economic development, with various regions unveiling plans and policies to boost growth and confidence [1][3] - Significant initiatives include the official establishment of the Chongqing Liangjiang New Area and the release of the "Artificial Intelligence+" action plan in Jiangsu, aimed at future industry layout [3][6] - The focus on innovation is evident, with breakthroughs in domestic "industrial gold" and advancements in brain-computer interface technology, enhancing supply chain security for emerging industries [6][8] Group 2 - The emphasis on practical and realistic approaches is highlighted, with regions tailoring their strategies to leverage local advantages and outline their "14th Five-Year Plan" [8][9] - Shandong's "Science and Technology Innovation Capability Climbing Project" and efforts in Henan to become a strong province in agriculture, manufacturing, and education are notable examples of regional strategies [8][9] - The overall sentiment is one of urgency and determination, with a call for sustained effort and strategic positioning within the national development framework [9][10]

Core Viewpoint - Since the "14th Five-Year Plan," Liuzhi Special District has focused on high-quality development, leveraging its resource advantages in coal, lithium, and fluorite to attract significant industrial projects, achieving an average GDP growth rate of 6% during this period [1][4]. Group 1: Economic Development - The region's GDP is expected to have an industrial contribution rate exceeding 60% by 2025 [1]. - The industrial system has transitioned from "selling resources" to "selling products," enhancing economic advantages [1]. Group 2: Strategic Initiatives - The district will continue to implement the "Rich Mines and Fine Opening" strategy and focus on four major strategic tasks during the "15th Five-Year Plan" [4]. - Key projects include the construction of a 160,000 tons/year nitro water-soluble fertilizer project and a 50,000 tons/year deep processing project for coal tar [4]. Group 3: Industry Chain Development - The district aims to establish a complete hydrogen energy industry chain, including production, storage, transportation, and utilization, while accelerating infrastructure development [4]. - There are plans to introduce advanced technologies for producing new materials and pharmaceutical/agricultural intermediates [4]. Group 4: Lithium Battery and Textile Industry - The district is pushing for the construction of a 40,000 tons/year sodium iron phosphate project and accelerating the production line for lithium iron phosphate [4]. - Aiming to create a comprehensive textile industry cluster, the district will integrate spinning, weaving, dyeing, and garment production [4].

Investment Rating - The industry rating is "stronger than the market" indicating that the overall return of the industry is expected to exceed the market benchmark index by more than 5% in the next 6 months [13]. Core Insights - Major technology and new energy companies are entering the nuclear power sector, creating a diversified new landscape for nuclear energy in China. Companies like Alibaba and Geely are investing in coastal nuclear power projects, focusing on stable energy to support computing power demands [3][4]. - The policy environment is increasingly favorable for private investment in nuclear power, with the proportion of private capital expected to rise to 10% by 2024. This trend is supported by the integration of AI and nuclear energy, which is anticipated to deepen as the demand for computing power grows [4]. - Small Modular Reactors (SMR) are highlighted as a key solution to meet the energy demands of AI, with significant interest from technology giants. Companies are developing tailored energy solutions for data centers using SMR technology [5]. Company Summaries - **Jingye Intelligent**: Plans to establish a subsidiary focused on SMR technology for AI data center power supply [6]. - **Jia Electric**: Its main helium fan is the only power device for the fourth-generation high-temperature gas-cooled reactor's primary circuit, leading in the nuclear power business segment [6]. - **Guoguang Electric**: Provides critical components for the ITER project, focusing on filter and cladding systems [6]. - **Lanshi Heavy Industry**: Covers the entire nuclear energy supply chain from upstream nuclear fuel systems to downstream spent fuel processing [6]. - **Kexin Electromechanical**: Produces high-temperature gas-cooled reactor products and has developed domestic alternatives for new fuel transport containers [6]. - **Hailu Heavy Industry**: Services various reactor types, including third and fourth-generation reactors and fusion reactors [6]. - **Jiangsu Shentong**: Secured over 90% of orders for nuclear-grade butterfly valves and ball valves for new nuclear power projects in China [6].

Core Viewpoint - Gansu Province has issued a "Zero Carbon Park Construction Plan" aiming to establish a framework for low-carbon and zero-carbon parks, with specific targets for clean energy consumption, energy storage capacity, and green electricity supply by 2035 [1][10]. Group 1: Main Goals - By 2027, Gansu aims to establish around 5 zero-carbon (low-carbon) parks, and by 2030, around 10, with a goal of achieving national-level zero-carbon park status [1][10]. - By 2035, over half of the parks in the province are expected to complete low-carbon transformation, contributing to the province's carbon neutrality goals [1][10]. Group 2: Construction Pathways - The plan emphasizes increasing the proportion of green energy supply in parks, promoting direct green electricity supply models, and encouraging investment in distributed renewable energy systems [2][10]. - It includes accelerating energy storage peak-shaving construction and developing a new energy system that integrates various renewable energy sources [3][11]. Group 3: Indicator System - The guiding indicator system for zero-carbon park construction includes a 30% weight for energy structure transformation indicators, with specific requirements for clean energy consumption, demand response capability, and energy storage capacity [4][6][23]. - Clean energy consumption must reach at least 60%, with a scoring system that rewards incremental improvements [4][23]. Group 4: Support Policies - The plan outlines financial support mechanisms, including prioritizing funding for parks included in national and provincial zero-carbon construction lists [16]. - It encourages the use of green finance tools such as green loans and bonds to support zero-carbon park projects [16][17]. Group 5: Implementation and Coordination - The provincial development and reform commission will lead the coordination of efforts to implement the zero-carbon park construction plan, ensuring collaboration among various departments [19][20]. - Local governments are tasked with analyzing their parks' conditions and potential for low-carbon development, creating a dynamic list of parks for construction [20].

Investment Rating - The industry rating is "Outperform the Market," indicating that the overall return of the industry is expected to exceed the market benchmark index by more than 5% in the next 6 months [14]. Core Insights - The entry of technology and new energy giants into the nuclear power sector is creating a diversified new landscape, with companies like Alibaba and Geely participating in coastal nuclear power projects in China [3][4]. - The policy environment is supportive, with increasing participation of private capital in nuclear projects, projected to reach a 10% stake by 2024, and further support for private enterprises by 2026 [4]. - The integration of AI and nuclear energy is anticipated to deepen, with a focus on "computing power + nuclear energy" and the implementation of a "wind-solar-nuclear-storage integration" model in coastal bases [4]. Summary by Sections Industry Participation - Major technology companies are investing in nuclear power through equity stakes, focusing on stable energy to support computing needs, while new energy firms are providing storage solutions and core equipment manufacturing [3][4]. - The domestic nuclear equipment localization rate has reached 93.4%, establishing an ecosystem led by state-owned enterprises, empowered by private capital, and supported by technology [3]. Future Outlook - The demand for AI computing power is expected to drive the development of small modular reactors (SMR) as a key solution for energy needs, with significant interest from technology giants [5]. - Companies like Jingye Intelligent are advancing SMR technology, with plans to establish a subsidiary focused on powering AI data centers [6]. Recommended Companies - Jingye Intelligent: Plans to establish a subsidiary focused on SMR for AI data centers [6]. - Jiadian Co.: Leading position in the nuclear power sector with its helium fan products [6]. - Guoguang Electric: Key components for the ITER project [6]. - Lanshi Heavy Industry: Covers upstream nuclear fuel systems to downstream spent fuel processing [6]. - Kexin Electromechanical: Producing high-temperature gas-cooled reactor products [6]. - Hailu Heavy Industry: Services for various reactor types including third and fourth generation [6]. - Jiangsu Shentong: Secured over 90% of orders for nuclear-grade valves in new nuclear projects [6].