雷达财经 文|杨洋 编|李亦辉 12月1日，正泰电器（证券代码：601877）公告，公司全资子公司浙江正泰新能源开发有限公司计划以不超过人民币20,100万元的资金参与设立宣城国泰开 盛正泰绿色私募股权投资基金合伙企业（有限合伙）。该投资基金将专注于新能源及节能环保等领域的投资机会。 此举旨在优化公司的投资组合，提高投资回报率，增强盈利能力与综合竞争力。值得注意的是，本交易涉及关联交易但不构成重大资产重组，并已获得公司 独立董事和董事会的批准。 天眼查资料显示，正泰电器成立于1997年08月05日，注册资本214896.8976万人民币，法定代表人南存辉，注册地址为浙江省乐清市北白象镇正泰工业园区 正泰路1号。主营业务为配电电器、终端电器、控制电器、电源电器、电子电器、建筑电器和仪器仪表、自动化控制系统的研发、生产和销售；以及光伏电 站开发、建设、运营、运维，EPC工程总包，和BIPV、户用光伏的开发和建设；以及逆变器和储能的研发、生产和销售等业务。 目前，公司董事长为南存辉，董秘为潘洁，员工人数为35476人，实际控制人为南存辉。 公司参股公司108家，包括浙江正泰新能源开发有限公司、浙江正泰仪器仪表有限责 ...

每经AI快讯，露笑科技（SZ 002617，收盘价：7.92元）11月28日晚间发布公告称，公司第六届第二十 一次董事会会议于2025年11月28日在诸暨市店口镇露笑路38号公司办公大楼会议室以现场方式召开。会 议审议了《关于聘任2025年度审计机构的议案》等文件。 每经头条（nbdtoutiao）——已有75人遇难，1名死者为消防员，还有10名消防员受伤！记者现场直击香 港大埔火灾：燃烧的宏福苑，五级大火的五个谜团 2025年1至6月份，露笑科技的营业收入构成为：工业占比78.31%，光伏行业占比21.17%，其他业务占 比0.54%，新能源汽车占比-0.03%。 截至发稿，露笑科技市值为152亿元。 （记者 王晓波） ...

Group 1 - The company, Zhongli Group, held its fifth temporary board meeting for 2025 on November 26, 2025, to discuss the proposal for the fourth temporary shareholders' meeting of 2025 [1] - For the first half of 2025, Zhongli Group's revenue composition was as follows: cable industry accounted for 85.29%, photovoltaic industry for 10.78%, and other industries for 3.93% [1] - As of the report date, Zhongli Group's market capitalization was 9.6 billion yuan [1]

每经头条（nbdtoutiao）——国开行辟谣的"人民资产"是什么？记者实探：号称投资600元80天赚8万 元！一位投资人的女儿：劝不住她，警察都拦不住 （记者 曾健辉） 截至发稿，中利集团市值为96亿元。 每经AI快讯，中利集团（SZ 002309，收盘价：3.18元）11月26日晚间发布公告称，截至本公告披露 日，公司及子公司对外担保余额为15.84亿元人民币，公司及子公司对外担保余额占公司最近一期经审 计净资产的比例为111.54%。 2025年1至6月份，中利集团的营业收入构成为：线缆行业占比85.29%，光伏行业占比10.78%，其他行 业占比3.93%。 ...

21碳中和课题组快评：该标准缓解了大湾区在数据口径与披露深度上的不一致问题，在对接国家标准与 国际框架的同时，进一步提升了湾区绿债市场的透明度和可执行性，有助于降低跨境交易成本、提升发 行可信度。 2. 深圳支持建立基于区块链等技术的绿色资产开发平台 11月19日，深圳与香港联合发布《关于携手打造港深全球金融科技中心的行动方案（2025—2027 年）》，将"绿色金融"列为五大重点协同领域之一，提出深化企业碳账户金融端应用，推广应用"降碳 贷"等创新金融服务模式，推动金融机构基于企业碳账户、碳排放数据等，为企业"碳减排"精细化定 价。鼓励深圳企业赴港发行可持续发展离岸人民币债券。支持建立基于区块链、智能合约等技术的绿色 资产开发平台。持续提升碳减排计量、核算和披露水平，打造具有深圳特色的"数据获取便捷、核算评 价科学、应用场景丰富"的企业碳账户体系。 21碳中和课题组快评：深港将金融科技能力系统嵌入碳数据、碳核算与绿色资产开发，强化跨境绿色金 融的技术底座。此次方案有望推动碳数据进入可定价、可交易的资产化阶段。两地协同机制成熟后，有 望在全球范围内形成具有竞争力的绿色金融科技标准体系。 南方财经记者郭晓洁 2 ...

Group 1 - The company Southeast Network Framework (SZ 002135) held its 29th meeting of the 8th Board of Directors on November 21, 2025, where it reviewed the proposal to amend the "Major Information Internal Reporting System" [1] - For the first half of 2025, the company's revenue composition was as follows: construction industry accounted for 68.92%, chemical fiber industry 27.28%, others 2.29%, and photovoltaic industry 1.52% [1] - As of the report date, the market capitalization of Southeast Network Framework is 5 billion yuan [1]

Company Overview - Southeast Network Framework (SZ 002135) announced on November 19 that its 28th meeting of the 8th board of directors was held, discussing the proposal not to adjust the conversion price of "Southeast Convertible Bonds" [1] Financial Performance - For the first half of 2025, the revenue composition of Southeast Network Framework was as follows: construction industry accounted for 68.92%, chemical fiber industry 27.28%, others 2.29%, and photovoltaic industry 1.52% [1] Market Position - As of the report date, the market capitalization of Southeast Network Framework was 5.2 billion yuan [1]

证券代码：002634 证券简称：棒杰股份 公告编号：2025-111 浙江棒杰控股集团股份有限公司 关于子公司收到法院指定管理人 决定书的公告 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。 浙江棒杰控股集团股份有限公司（以下简称"公司"或"上市公司"）于2025年9月16日披露了《关于法院 裁定受理申请人对子公司预重整申请的公告》（公告编号：2025-094），公司及控股二级子公司扬州棒 杰新能源科技有限公司（以下简称"扬州棒杰"）收到江苏省扬州经济技术开发区人民法院（以下简 称"法院"或"扬州经开区法院"）送达的（2025）苏1091破申16号《决定书》。债权人兴业银行股份有限 公司苏州分行（以下简称"债权人"或"申请人"）以扬州棒杰不能清偿到期债务且明显缺乏清偿能力但具 备重整价值为由，向法院申请对扬州棒杰进行预重整，法院于2025年9月12日裁定受理上述预重整申 请。 近日，扬州棒杰收到扬州经开区法院送达的《决定书》（2025）苏1091破申16号之一，法院指定北京天 达共和（南京）律师事务所、中瑞岳华税务师事务所江苏有限公司、上海再生律师事务所联 ...

Group 1 - The company LeKai Film (SH 600135) held its 33rd meeting of the 9th Board of Directors on November 12, 2025, to review the proposal regarding the annual related party transactions for 2026 [1] - For the year 2024, the revenue composition of LeKai Film is as follows: 40.29% from the imaging industry, 32.74% from the medical industry, 15.07% from the TAC film industry, 10.47% from the photovoltaic industry, and 1.42% from other businesses [1] - As of the report date, LeKai Film has a market capitalization of 4.3 billion yuan [1]

Group 1: Federal Reserve and Interest Rates - The core prediction from Bank of America is that the Federal Reserve will not lower interest rates again during Powell's term, which ends in May 2026 [1][2] - The Federal Funds Rate is expected to remain in the range of 3.75% to 4.0% until the second half of 2026, when a new chair may initiate rate cuts [2] - Powell's cautious remarks after the October rate cut indicate that the threshold for a December rate cut has been raised, requiring data to justify such a move [1][2] Group 2: Economic Impact of Government Shutdown - The ongoing government shutdown has lasted for 40 days, with estimates suggesting it has reduced the U.S. GDP by 1.5% [2] - If the shutdown continues, it could negatively impact consumer spending during the upcoming holiday season, potentially leading to a contraction in Q4 economic growth [2] - Treasury Secretary has indicated that prolonged shutdown could halve the economic growth forecast for Q4 [2] Group 3: Market Reactions and Predictions - The market is currently in a "data vacuum" due to the delay in key economic data releases, such as the October CPI [1] - Alternative data suggests a cooling labor market without severe deterioration, providing the Fed with justification to pause rate cuts [1] - The probability of a 25 basis point rate cut in December is estimated at 66.5%, while the likelihood of maintaining current rates is 33.5% [3] Group 4: Silicon Market Dynamics - The photovoltaic market is experiencing weak supply and demand dynamics, with multi-crystalline silicon prices under pressure [7][8] - Current inventory levels for multi-crystalline silicon are high at 301,000 tons, indicating an oversupply situation [8] - Analysts suggest that without substantial progress on "stockpiling" initiatives, prices will remain under pressure due to weak demand and high inventory levels [9]