编者按： 202 5年，中国能源版图持续刷新纪录，在一系列"首个"与"之最"的突破中强势定义行业新高度，全方位展现出从传统能源到新能源、 从尖端装备到系统集成的硬核实力，勾勒出中国在能源安全、绿色转型等方面的创新之举与破局之势。 ▲ 图为2月20日 ，中国石油宣布，我国首口超万米科探井——深地塔科1井在地下10910米胜利完钻，成为亚洲第一、世界第二垂直深度井。 这是我国在"深地"领域取得的重大突破。 ▲ 图为5月8日，我国首个"风光火储一体化"大型综合能源基地外送工程——陇东至山东±800千伏特高压直流工程（"陇电入鲁"工程）正式竣 工投产，每年可从甘肃向山东输送风电、光伏、火电及储能电量360亿度。 ▲ 图为7月2日，全球单机容量最大（500兆瓦）的高水头冲击式水轮机核心部件转轮正式启运。该转轮的研制成功，标志着我国在高端水电装 备领域实现从跟跑到领跑的历史性跨越，成为全球首个掌握500兆瓦级冲击式水轮机全链条技术的国家。 ▲ 图为7月，全球最大152万吨绿色氢氨项目首期32万吨工程在远景赤峰零碳氢能产业园建成投产，标志着我国绿色氢氨产业正从示范探索向 规模化商业运营阶段迈进。 ▲ 图为7月12日，位于内 ...

责编 | 李慧颖 国家发改委网站12月24日消息， 《鼓励外商投资产业目录（2025年版）》已经国家发展和改革委员会第22次委务会议审议通过和商 务部审签，经国务院同意，现予以发布，自2026年2月1日起施行。 以下为原文 中华人民共和国国家发展和改革委员会 中华人民共和国商务部 令 第37号 《鼓励外商投资产业目录（2025年版）》已经国家发展和改革委员会第22次委务会议审议通过和商务部审签，经国务院同意，现予以 发布，自2026年2月1日起施行。2022年10月26日国家发展改革委、商务部发布的《鼓励外商投资产业目录（2022年版）》同时废止。 国家发展和改革委员会主任：郑栅洁 商务部部长：王文涛 202 5年12月15日 附件： 《鼓励外商投资产业目录（2 025年版）》 来源：国家发改委网站 End 欢迎分享给你的朋友！ 出品 | 中国能源报（c ne ne rgy） 拥抱中阿新机遇,彰显中企硬实力! 《阿拉伯国家采购需求对接 中国优质供应商名录（2026-2030）》征集 7 中国特殊报 发起组织 公开征集 光伏、风电、储能、氢能、电网、生物质、地热、燃煤、CCS、油气、工业节能、 充电桩、综合能源 ...

报告指出，中国是全球绿色经济扩张的主要推动力。在绿色经济的几乎所有关键维度上，包括投资、创 新、部署与产业链控制，中国都在世界范围内处于领先地位，中国清洁能源投资从2019年的3720亿美元 增加到2024年的6590亿美元，年复合增长12%，2024年投资规模比第二名欧洲高60%。中国尤其正在引 领"电力经济"，绿色电气化程度快速提升。在发电方面，2020年以来，中国太阳能发电装机量增加了4 倍，风能新增装机也实现翻倍增长，全球风能与太阳能新增装机容量中有60%以上由中国贡献。在用电 方面，中国建筑部门终端能源35%为电力，工业部门这一比例为30%，中国还是全球最大的电动汽车市 场，有1200万个充电桩。2025年中国碳排放首次下降，同时经济活动仍然增长。报告认为，中国的领先 不是偶然，而是基于二十年的产业政策积累，战略性新兴产业发展规划、中国制造2025、"双碳"目 标、"十五五"规划等政策，极大推动了公共投资、绿色金融和碳交易体系的发展。中国在绿色经济发展 上的成就和动能，标志着全球绿色能源领导权正从"西方"转移到"东方"。（经济日报驻日内瓦记者 梁 桐） 报告指出，全球绿色经济在2024年已超过5万亿 ...

Core Insights - The "Same Heart to Help Enterprises" initiative in Zhenjiang aims to address the urgent needs of businesses through precise services and innovative regulatory measures, fostering a supportive environment for the private economy [1][2][3] Group 1: Policy and Regulatory Support - The initiative has successfully reduced bureaucratic hurdles for projects, such as the new phosphorus trichloride production line at Jiangsu Sop New Material Technology Co., which faced complex administrative licensing issues [2] - Zhenjiang's municipal and district political consultative committees have established a closed-loop mechanism for problem collection, supervision, and feedback, enhancing service delivery to enterprises [2][3] Group 2: Financial and Operational Assistance - The Zhenjiang Political Consultative Conference has coordinated with utility companies to help businesses like Fangmanting Ecological Technology Park reduce costs by over 2 million yuan through clearer billing [3] - The initiative has facilitated financial support for various enterprises, including a 7.5 million yuan compensation for a chemical company's storage tank relocation [3] Group 3: Industry Development and Innovation - The initiative has led to the establishment of local standards for user-side energy storage projects, promoting industry-wide advancements and enabling the construction of multiple energy storage stations [4] - Zhenjiang's political consultative committees have fostered collaborations between local enterprises and educational institutions, enhancing innovation and product development [5][6] Group 4: Talent and Resource Optimization - The initiative has helped companies like Danyang Huichuang Medical secure talent project approvals, contributing to their growth as a national-level specialized enterprise [6] - Zhenjiang has implemented measures to improve communication between government and businesses, including financial guidance for small enterprises [7] Group 5: Performance and Recognition - The revenue and profit growth rates of Zhenjiang's "Four Up" provincial and municipal committee enterprises have outpaced the city average, showcasing the effectiveness of the initiative [7] - Several committee enterprises have received awards for industrial development and technological innovation, reflecting the positive impact of the supportive measures [7]

Core Insights - Nanjing Zhina Future Technology Co., Ltd. has been established with a registered capital of 5 million RMB, focusing on various sectors including food production and technology services [1] Company Overview - The company is legally represented by Liu Chuanfeng and has a registered capital of 5 million RMB [1] - The business scope includes licensed projects such as salt production and wholesale, as well as food production and food additive manufacturing [1] Business Activities - The company engages in a wide range of activities including: - Technical services, development, consulting, and promotion [1] - Internet sales of pre-packaged food [1] - Advertising design, agency, and publication [1] - Manufacturing of specialized equipment for agricultural products [1] - Research and development in various technological fields including IoT, carbon reduction, and artificial intelligence [1] Technological Focus - The company emphasizes on advanced technologies such as: - IoT technology services and research [1] - Carbon capture, storage, and conversion technologies [1] - Development of artificial intelligence applications and platforms [1]

Group 1 - The report indicates that the A-share market is experiencing a cautious sentiment, with the three major indices collectively declining and trading volume shrinking to below 2 trillion yuan, attributed to a triple pressure of policy vacuum, profit-taking, and weakness in the Asia-Pacific market [2][8][9] - The market style is shifting towards a more balanced approach, with a notable migration of funds from small and medium-sized growth stocks to heavyweight sectors like oil, petrochemicals, and banking, suggesting a structural equilibrium rather than a unilateral shift [2][9] - The report anticipates that the fourth quarter will see a more balanced market style, with a higher cost-performance ratio for a diversified allocation of "technology growth," "cyclical sectors," and "stable dividend core assets" [2][9] Group 2 - The report suggests a cautious and conservative investment strategy, focusing on low-cost acquisitions, with performance factors being a key consideration for fund allocation, while avoiding purely speculative stocks [3][10] - Key investment themes to watch include technology growth sectors such as AI, semiconductors, and robotics, high-dividend defensive sectors like banking and public utilities, and cyclical styles including solar energy, batteries, and rare earths, which are expected to benefit from policy optimization and improving profitability [3][10] - The report highlights the significant rise of the ice and snow economy, projecting that China's ice and snow industry will exceed 1 trillion yuan by 2025, driven by the upcoming winter sports events and increasing participation in winter sports [7]

ETF Industry News - Major indices experienced fluctuations and declines, with the Shanghai Composite Index down 1.95%, Shenzhen Component Index down 3.04%, and ChiNext Index down 3.36. Multiple gold stock ETFs saw increases, including the Gold Stock ETF (517400.SH) up 1.04%, Gold Stock ETF Fund (159315.SZ) up 0.12%, and Gold Stock ETF (159562.SZ) up 0.09% [1] - The energy storage battery ETF (159566.SZ) fell by 6.46%, while the leading photovoltaic ETF (560980.SH) dropped 6.41% [1] - According to Industrial Securities, gold should be anchored to currency value rather than relative currency prices, and silver, as a monetary asset, tends to move in tandem with gold, indicating a bullish outlook on gold and silver prices during global currency depreciation [1] Fund Flows - In the context of market style rotation and investment direction shifts, over the past five days, more than 15 billion yuan flowed into the SGE Gold 9999 Index, while the Hang Seng Technology Index saw over 10 billion yuan in net inflows [2] Market Overview - On October 17, the three major indices collectively declined, with the Shanghai Composite Index closing at 3839.76 points, the Shenzhen Component Index at 12688.94 points, and the ChiNext Index at 2935.37 points. The highest intraday points were 3921.06, 13091.76, and 3042.29 respectively [3] Sector Performance - In the A-share market, the banking, transportation, and textile sectors ranked higher with daily declines of -0.32%, -0.53%, and -0.61% respectively. Conversely, the electric equipment, electronics, and machinery sectors ranked lower with declines of -4.99%, -4.17%, and -3.69% respectively [6] ETF Market Performance - Commodity ETFs performed the best today with an average increase of 2.82%, while stock-themed index ETFs had the worst performance with an average decline of -3.02% [8] - The top-performing ETFs included the Gold Stock ETF (517400.SH) with a gain of 1.04%, the Low Volatility Dividend ETF (560890.SH) with a gain of 0.16%, and the Gold Stock ETF Fund (159315.SZ) with a gain of 0.12% [10] Trading Volume - The top three ETFs by trading volume were the Sci-Tech 50 ETF (588000.SH) with a trading volume of 6.025 billion yuan, the Sci-Tech Chip ETF (588200.SH) with 5.065 billion yuan, and the A500 ETF Fund (512050.SH) with 4.730 billion yuan [12]

Core Views - A-shares demonstrated resilience despite underlying concerns, with a strong rebound led by heavyweight sectors such as banks, precious metals, and rare earths, which helped stabilize the market and boost overall sentiment [1][11] Market Overview - On Monday, the three major indices opened significantly lower but rebounded strongly, with the market showing resilience overall. The precious metals, rare earths, and energy metals sectors performed well, while automotive parts, consumer electronics, and gaming sectors faced declines [5][6] - The overall market sentiment was subdued, with more stocks declining than advancing, indicating a concentration of upward momentum in a few heavyweight stocks [2][12] Sector Analysis - **Rare Earths**: The rare earth sector saw significant gains due to recent government policies on export controls and production management, with China holding over 60% of global production. The strategic value of the rare earth industry is expected to increase, especially if trade negotiations improve [7] - **Precious Metals**: The precious metals sector surged following a notable increase in international gold prices, driven by the Federal Reserve's interest rate cuts and rising geopolitical tensions. The outlook for gold remains bullish, but caution is advised against chasing prices after significant gains [8] - **Cyclical Sectors**: Cyclical sectors, including non-ferrous metals, are expected to strengthen due to anticipated policy support and improving economic conditions. Key areas to watch include solar energy, batteries, and construction machinery [9] - **High Dividend Stocks**: Bank stocks performed well, supporting the index. The dividend yield of state-owned enterprises is becoming attractive again, suggesting a potential recovery in dividend-focused investment strategies [10] Investment Opportunities - Investors are advised to remain patient and consider opportunities in technology stocks, cyclical sectors, and consumer demand-driven areas, particularly those showing improved performance in Q3 reports [3][13]

Group 1 - The 2025 International New Energy Expo in Changzhou has commenced, featuring 33 key projects with a total investment exceeding 33.7 billion yuan, covering various fields such as talent, scientific innovation, and industry [1] - Changzhou has established a comprehensive industrial ecosystem focusing on five key areas: generation, storage, transmission, utilization, and networks, achieving significant development results [1] - In the first half of this year, Changzhou's production of new energy vehicles reached 391,000 units, marking a growth of 42.3% [1] - From January to July, the output value of large-scale enterprises in Changzhou's new energy sector reached 507.7 billion yuan, reflecting a year-on-year increase of 4.3% [1] - Last year, the scale of Changzhou's new energy industry surpassed 850 billion yuan, with this year aiming to reach the trillion yuan milestone [1] - As a national carbon peak pilot city, Changzhou has introduced a chief carbon officer system to promote a new energy system and ESG framework across the city [1] - The Changzhou High-tech Zone has released a plan for the construction of the Yangtze River Delta (Changzhou) Carbon Neutrality and ESG International Industrial Innovation Park [1] Group 2 - The second half of the new energy sector is characterized by the deep integration of "Watt Economy" and "Bit Economy" [2] - Changzhou aims to leverage artificial intelligence as a key driver for future industrial development, actively constructing a "6+X" future industrial system [2] - The focus will be on developing six growth-oriented future industries, including artificial intelligence, embodied intelligence, new energy storage, synthetic biology, advanced materials, and compound semiconductors [2]

Group 1 - The 2025 Energy Industry Ecological Forum was held in Changping District, focusing on accelerating the construction of a new energy system in line with the "14th Five-Year Plan" [1] - The forum featured discussions on China's energy industry's green and low-carbon transformation, aiming to gather industry wisdom to promote energy reform and innovation [1] - Key reports such as the "2025 Energy Industry Ecological Report" and the "Gas Station Prosperity Index" were released, showcasing the latest data and a paradigm shift in energy terminal services [1] Group 2 - Changping District has become a hub for advanced energy industry elements, hosting branches of major oil companies and power generation groups, as well as numerous high-tech private enterprises [2] - The district has established over 60 national and municipal key laboratories and engineering technology centers, making it one of the richest areas for energy innovation elements in the country [2] - The energy industry revenue in the district is projected to exceed 250 billion yuan in 2024, indicating significant growth in the energy sector [2]