在深耕国内市场的同时，中广核海外绿色足迹同样亮眼，境外新能源控股装机规模超过1300万千 瓦。"十四五"期间，新增在建、在运装机约580万千瓦，已累计为18个国家和地区提供清洁电力超3700 亿千瓦时，点亮"一带一路"万家灯火。 "我们深耕'一带一路'共建国家，积极融入能源领域国际合作，并在此过程中持续拓宽清洁能源合作'新 路径、新场景、新模式'。"在中国广核能源国际控股有限公司党委副书记、总经理欧阳孜看来，中广核 境外新能源发展正从电站投资者，向为合作国提供深度本地化能源解决方案的伙伴转型。 记者从中广核获悉，截至目前，其核电在运机组28台，在建机组20台，总装机容量超5600万千瓦。其 中，目前，有18台在建核电机组采用"华龙一号"。 作为我国核电走向世界的"国家名片"，"华龙一号"12项主要技术指标达国际最优水平，成功通过欧洲用 户要求认证和英国通用设计审查，是目前唯一无审查重大问题、无审查重大遗留问题的堆型。中广核工 程有限公司党委书记、董事长宁小平介绍，中广核"华龙一号"示范工程——广西防城港核电3、4号机组 于2024年高质量投产，全面验证了该技术的安全性、先进性和可靠性。随着"华龙一号"技术持续 ...

Core Insights - The central enterprises in China are projected to achieve significant financial milestones by 2025, including a total profit of 2.5 trillion yuan, fixed asset investments of 5.1 trillion yuan, and tax contributions of 2.5 trillion yuan, with total assets exceeding 95 trillion yuan by the end of 2025 [5][19]. Group 1: Financial Performance - By 2025, central enterprises are expected to realize a total profit of 2.5 trillion yuan and complete fixed asset investments of 5.1 trillion yuan [5][19]. - The total assets of central enterprises are projected to surpass 95 trillion yuan by the end of 2025 [5][19]. - The average annual growth rate of total assets during the 14th Five-Year Plan period is 6.9%, with a total value added of 51.3 trillion yuan, marking a 44.6% increase compared to the previous five-year period [6][20]. Group 2: R&D and Innovation - Central enterprises are set to invest 1.1 trillion yuan in R&D by 2025, with a notable increase in the number of scientific and technological talents by nearly 50% [8][22]. - The cumulative R&D investment during the 14th Five-Year Plan period exceeded 5 trillion yuan, with a 0.27 percentage point increase in R&D intensity [6][20]. - Central enterprises led or participated in all 22 national major science and technology projects in 2025, achieving breakthroughs in 121 leading technologies [8][22]. Group 3: Strategic Emerging Industries - Revenue from strategic emerging industries is expected to exceed 12 trillion yuan by 2025, with an annual growth of 1 trillion yuan for three consecutive years [9][23]. - Investment in strategic emerging industries will account for 41.8% of total investments, with cumulative investments exceeding 10 trillion yuan since the beginning of the 14th Five-Year Plan [9][23]. Group 4: Transformation and Upgrading - Central enterprises are focusing on the transformation and upgrading of traditional industries, establishing 70 advanced intelligent factories and 39 projects recognized as national green low-carbon advanced technology demonstration projects [11][25]. - The integration of artificial intelligence technologies is being actively pursued, with significant investments in new infrastructure and the development of over 1,000 application scenarios in key industries [12][26]. Group 5: Regulatory and Governance Enhancements - The central enterprises are implementing a personalized assessment system, with 76% of individual indicators for the 2025 assessment and 79% for the 2025-2027 term being customized [13][27]. - A nationwide state-owned assets system property information database has been established to enhance the scientific and effective regulation of state-owned enterprises [14][28]. Group 6: Future Directions - In 2026, the focus will be on ensuring continuous growth in value added, aligning with national GDP growth, and enhancing the quality of technological supply through increased investment in key technologies [15][29]. - Central enterprises will accelerate the establishment of pilot platforms for testing and validation, aiming to convert more innovative results into productive forces [15][29].

王美丹认为，当前周度库存延续去化状态，且下游库存开始累积，一定程度上反映出下游偏积极的备货 态度，后续需重点跟踪下游对高价货源的整体接受度。 "当前全行业库存水平偏低，结构上表现为锂盐厂与下游产业库存较低，期现商库存较高。"余烁解释 称，在需求强劲的背景下，碳酸锂价格回调往往会触发补库需求，从而对现货价格形成支撑。不过，受 系统性风险与宏观面影响，当前市场情绪明显降温，碳酸锂价格上行乏力，在新的驱动因素出现之前， 预计价格将高位震荡。 值得注意的是，针对部分品种价格近期波动较大的情况，1月26日广期所发布风险提示称，期货公司应 切实履行风险管理职责，强化客户交易行为合规监管和风险防范，提醒投资者依规、谨慎、理性参与交 易，确保市场平稳运行。 同时，广期所将坚持严监严管主基调，持续强化市场监管，严肃查处各类违规行为，加强实际控制关系 账户调查、认定，发挥五位一体监管协作合力，依法严厉打击市场操纵行为，维护市场秩序。 近期，碳酸锂期货价格冲高回落。1月28日，碳酸锂期货主力合约收报166280元/吨，下跌3.9%。 业内人士认为，碳酸锂期货价格冲高回落，是此前各类利多消息逐步消化，市场回归基本面交易的表 现。 " ...

2026年01月29日 国泰君安期货商品研究晨报-绿色金融与新能源 | 观点与策略 | | --- | | 镍：印尼事件悬而未决，套保与投机盘博弈 | 2 | | --- | --- | | 不锈钢：印尼加剧镍矿担忧，镍铁跟涨支撑重心 | 2 | | 碳酸锂：下游低位采买意愿增强，宽幅震荡延续 | 4 | | 工业硅：上游减产，盘面亦有支撑 | 6 | | 多晶硅：会议情绪偏好 | 6 | 国 泰 君 安 期 货 研 究 所 请务必阅读正文之后的免责条款部分 1 期货研究 商 品 研 究 2026 年 1 月 29 日 商 品 研 究 镍：印尼事件悬而未决，套保与投机盘博弈 不锈钢：印尼加剧镍矿担忧，镍铁跟涨支撑重心 张再宇 投资咨询从业资格号：Z0021479 zhangzaiyu@gtht.com 【基本面跟踪】 镍基本面数据 | | | 指标名称 | T | T-1 | T-5 | T-10 | T-22 | T-66 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 沪镍主力（收盘价） | 144,370 | -1,740 ...

在成都加快推进"工业立市、制造强市"的战略格局中，地处成都南翼的新津区正以"智造高地·幸福水城"的定位，奋力书写新时代先进制造业高质量发展 的新篇章。 数据显示，2025年新津以"立园满园"行动和系列产业攻坚为抓手，全区工业总产值突破600亿元，绿色食品、新能源、轨道交通等产业成为全市重要承载 板块。其中，健康食品产业产值突破200亿元，稳居全市第一，形成了最具新津辨识度的产业集群。 这一产业优势，并非单点突破，而是龙头带动、链条延伸的结果。在希望、中粮等龙头企业引领下，新津构建起覆盖原料加工、食品配料、精深制造的完 整链条，带动超过100家上下游企业集聚发展。尤为瞩目的是，伴随"新津造"产品持续走向全国乃至国际市场，其健康食品产业竞争力正从规模优势向品 质与技术优势转化。 眼下，中粮生化（成都）二期智能无人化工厂的投产，成为这一变化的典型缩影。作为全国重要的调味糖生产基地之一，该项目通过数字化、自动化生产 体系重构生产流程，推动健康食品产业向功能性原料、高附加值产品延伸。依托四川省健康食品产业园这一核心载体，新津健康食品产业正在形成更具技 术含量和市场弹性的产品结构。 面对新一轮科技革命与产业变革的浪潮，新 ...

作为能源转型与产业升级的重要载体，首批52家国家级零碳园区建设名单的公布，正式拉开零 碳园区建设的大潮。各地园区虽积极探索转型，但在顶层规划、技术集成、运营管理与商业模 式等方面普遍面临系统性能力不足、标准体系不完善、专业人才短缺等挑战。 系统提升园区管理者、相关企业及服务机构在零碳园区规划、建设、运营及管理方面的专业素 养、实战能力，助其掌握关键技术、政策工具与商业模式，中国能源报中国能源经济研究院零 碳园区专委会、中国开发区协会碳中和专业委员会拟定于2026年3月5—6日在北京联合举办"零 碳园区建设重点培训班"，精准回应零碳园区发展瓶颈，为产业升级注入专业动能。 1 组织机构 主办单位：中国能源报中国能源经济研究院零碳园区专委会、中国开发区协会碳中和专业委员会 时间地点 时间：2026年3月5—6日（4日报到） 地点：北京·人民日报社新媒体大厦 3 课程内容 围绕"战略—规划—实施—运营—风控"的完整逻辑，提供贯穿零碳园区全生命周期的系统解决方 案与实用工具，帮助学员掌握从顶层设计到具体落地、从项目建设到长效运营的闭环管理能力。 1. 各地相关政府部门管理人员； 2. 各大央企及各区域指挥部、相关单位从 ...

Core Viewpoint - Yuekai Securities, a state-owned comprehensive securities company, emphasizes a culture of compliance, integrity, professionalism, and stability, focusing on long-term investment in key sectors such as new energy, biomedicine, commercial aerospace, and low-altitude economy to support sustainable development of technology-driven enterprises [1][2] Group 1: Strategic Focus - The company adopts a "slow investment" philosophy, prioritizing long-term value over short-term returns, and aims to create a gathering effect in key enterprises and sectors within the industrial chain [1][2] - Yuekai Securities leverages its dual advantages of "professional judgment" and "state-owned attributes" to provide solid support for patient capital, enhancing its research capabilities to inform investment decisions [2][4] Group 2: Industry Trends - The global market for AI data center energy storage batteries is projected to grow nearly 20 times from approximately 15 GWh in 2025 to over 300 GWh by 2030, driven by the "dual carbon" goals [5] - The biomedicine sector in China is expected to exceed 3.5 trillion yuan by 2025, with a steady annual increase of 5%-10% in domestic production rates for high-end segments like orthopedics and oncology [5] - The low-altitude economy market in China is anticipated to reach 3.5 trillion yuan by 2035, with a compound annual growth rate of about 14% from 2026 to 2035 [5][6] Group 3: Investment Strategy - Yuekai Securities emphasizes a collaborative development model centered on "industrial investment advisory," integrating private equity investment, industrial control platforms, and mixed reform platforms [4] - The company focuses on long-term partnerships with industry leaders and key enterprises, aiming to create a synergistic effect in critical segments of the industrial chain [4][6] Group 4: Practical Implementation - The company has established a full-chain empowerment system combining investment, investment banking, and wealth management to support technology enterprises through various growth phases [7] - In the low-altitude economy, Yuekai Capital has strategically led investments in companies like Xiaopeng Huitian, which is building a modern production line for flying cars, with over 5,000 orders expected by 2026 [8] - In the biomedicine sector, Yuekai Capital has supported innovative companies like Anjisheng Biotech, accelerating the global clinical development of breakthrough treatments [9]

Core Viewpoint - The article highlights the significant achievements of state-owned enterprises (SOEs) in China by 2025, emphasizing their role in economic development, strategic investments, and contributions to national goals. Group 1: Financial Performance - By the end of 2025, the total assets of SOEs exceeded 95 trillion yuan, with a profit of 2.5 trillion yuan and fixed asset investments reaching 5.1 trillion yuan [5][4] - During the "14th Five-Year Plan" period, SOEs achieved an average annual growth rate of 6.9%, with total profits increasing by 56.2% compared to the previous five-year period [6][4] Group 2: Strategic Investments - In 2025, SOEs invested 2.5 trillion yuan in strategic emerging industries, accounting for 41.8% of total investments, with revenues from these industries exceeding 12 trillion yuan [7][4] - Cumulatively, SOEs invested over 10 trillion yuan in strategic emerging industries since the beginning of the "14th Five-Year Plan," increasing their investment share from 22% to over 40% [8][4] Group 3: Research and Development - SOEs' R&D investment reached 1.1 trillion yuan in 2025, maintaining over 1 trillion yuan for four consecutive years, with significant breakthroughs in various fields [9][4] - The establishment of 23 innovation consortia involved over 100 entities, enhancing the national strategic technological capabilities [9][4] Group 4: Social Responsibility - By 2025, SOEs contributed 160.3 billion yuan in support funds and trained 1.487 million personnel, significantly aiding rural revitalization efforts [11][4] - SOEs' revenue from key sectors related to national security and public welfare exceeded 70% [10][4] Group 5: Environmental Goals - SOEs are on track to meet their energy consumption and carbon emission reduction targets, with a projected decrease of 15% and 18% respectively during the "14th Five-Year Plan" [12][4] Group 6: Organizational Restructuring - New SOEs were established, and strategic reorganizations were conducted to enhance capabilities in key industries, including satellite communication and biotechnology [14][4] Group 7: Future Goals - For 2026, SOEs aim to ensure continuous growth in value added and optimize key operational indicators, aligning with national GDP growth [23][4]

长沙晚报1月28日讯（全媒体记者 张禹 通讯员 王娜）海信（长沙）家电产业园顺利投产，工业机器人奏响的制造智能交响乐在耳畔回 响；圣钘科技携新一代锂电池项目落户，为宁乡乃至湖南新能源全产业链画龙点睛，更为未来新增百亿级企业种下希望……近一个多 月来，宁乡经开区捷报频传。 1月28日下午，宁乡经开区2026年经济工作大会现场暖意融融，企业家代表与园区干部职工齐聚一堂，回望"十四五"奋斗征程，细数 2025年收官硕果，共绘金洲新城发展蓝图。在"十四五"时期，宁乡经开区实现综合实力梯级跃升，园区改革整合后的工业产值跃居全 省第二，连续六年上榜"中国先进制造业百强园区"，2025年核心指标更是再创新高，预计完成规工产值超1662亿元，同比增长9.4%， 为五年发展画上圆满句号。 产业集群"聚"力，发展底气更足 企业家齐赞"最坚实后盾" 营商环境优让企业扎根宁乡信心更稳，项目建设"加速度"驱动园区高质量发展 产业链集群化发展是2025年园区最鲜明的底色。先进储能材料、工程机械、智能家电等主导产业齐头并进，主特产业产值占比提升至 89%，其中先进储能材料产业产值达683亿元，形成"龙头引领、集群集聚、链条完整"的发展格局 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000695 证券简称：滨海能源 公告编号：2026-013 天津滨海能源发展股份有限公司 关于控股股东对公司全资子公司增资暨关联交易的进展公告 本次增资完成后，翔福新能源注册资本由60,000万元增加至94,786万元，公司持股比例将变更为 63.3%，旭阳控股有限公司持股比例为36.7%。 具体事宜详见公司2026年1月6日、1月22日披露于《证券时报》《中国证券报》《上海证券报》和巨潮 资讯网（www.cninfo.com.cn）的相关公告。 二、本次交易进展情况 近日，翔福新能源已就本次增资事项完成工商变更登记，并取得内蒙古自治区乌兰察布市商都县市场监 督管理局换发的《营业执照》。 三、备查文件 1.《营业执照》。 特此公告。 天津滨海能源发展股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或者重大 遗漏。 一、交易概述 天津滨海能源发展股份有限公司（以下简称"公司"）分别于2026年1月5日、1月21日召开了第十一届董 事会第二十七次会议、2026年第一次临时股东会，审议通过了《关于控股股东对 ...