这些巨额融资不仅是企业发展的 "强心剂"，更折射出资本对中国产业升级关键领域的坚定押注～ 数据截止日期：2025.09.26 2025 年融资最多的公司名单出炉！国网新源以 365 亿人民币融资居首，平安人寿、内蒙古中广核、华 星光电、聚变能源等企业紧随其后。 从抽水蓄能、清洁能源到显示面板、可控核聚变，从镍钴新材料到汽车制造…… 资本正 "真金白银" 涌 向能源、高端制造、金融等硬核赛道。 2025融资大战收官！国网新源狂揽365亿登顶，国家队集体押注这些硬核赛道 ...

国庆中秋假期，八桂大地抽水蓄能电站群建设工地上热潮涌动，数千名建设者在群山间，书写着能 源建设的奋进篇章。 不久前，桂林灌阳抽水蓄能电站工程施工的关键部位——主厂房岩壁吊车梁开挖完成，为主体结构 施工奠定坚实基础。据了解，岩壁吊车梁是抽水蓄能电站地下厂房中的核心承重构件，全长156米，相 当于整个工程的"龙骨"。双节期间，900余名建设者同时推进上下水库、地下厂房区域30多项施工任 务。 除此之外，玉林、贵港等地抽蓄项目也同步发力，或在大地深处开挖厂房，或在山体内部掘进洞 室，共同奏响"奋斗的交响曲"。 抽水蓄能电站作为调节性电源，对保障电力系统安全稳定运行和电力有序供应、提升清洁能源利用 水平、改善系统"发""配""用"各环节性能具有重要的作用。 10月3日，经过14个月马不停蹄施工，钦州抽水蓄能电站地下厂房交通洞正式贯通，长度超过1400 米、横截面超过60平方米的长洞直通地下百米深处。 开山，凿洞。 "加上今年4月贯通的厂房通风洞，总长接近2500米的地下厂房双通道实现全线贯通，为厂房开挖按 下'加速键'。目前，近120名工人正在厂房内加紧施工，以优质安全的作业加快刷新工程'进度条'。"钦 州抽蓄工程业 ...

Core Insights - The Henan Wuyue Pumped Storage Power Station is a key energy project in the revitalization plan for the Dabie Mountain revolutionary area, approved by the State Council [1] - The project aims to enhance the stability of the Henan power grid by reducing the average peak-shaving rate of coal-fired power by 2.07 percentage points and saving 116,800 tons of coal annually [1] - Upon completion, the power station is expected to reduce carbon dioxide emissions by approximately 291,400 tons, sulfur dioxide by 8,800 tons, and nitrogen oxides by 4,400 tons each year [1] Company Operations - The maintenance team, led by experienced personnel, conducts regular inspections and preventive maintenance to ensure the stable operation of core equipment such as generators and transformers [2][3] - The team operates in shifts, providing 24/7 readiness to address any operational issues that may arise, ensuring minimal downtime for the equipment [3] - The ongoing commissioning of the first unit is part of preparations for commercial operation, with the team working extended hours to ensure readiness [2] Technical Aspects - The underground facility of the power station consists of multiple sections, including installation and main engine rooms, which are critical for the station's operations [2] - The core responsibilities of the pumped storage technicians include ensuring the safe and efficient operation of both water storage and power generation processes [3]

Core Insights - Ninghai County in Zhejiang Province has achieved significant ecological milestones, becoming the second county in the province to realize an ecological "grand slam" and ranking first in the national "Green Water and Green Mountains are Golden Mountains and Silver Mountains" development list for 2024 [1] - The county has transformed its ecological resources into quantifiable and tradable strategic capital through a dual-driven approach of "ecological industrialization and industrial ecology," redefining the deep logic of county economic development [1] Ecological Tourism and Economic Impact - The "Drunken West Creek" 10-kilometer fun run exemplifies a new tourism model that integrates ecology and experience, supported by a 500-kilometer national mountain trail system that connects various scenic spots [2] - The trail system attracts 3 million visitors annually, generating over 200 million yuan in direct income and boosting agricultural product sales by 600 million yuan, effectively quantifying the value of "Green Water and Green Mountains" [2] - In 2022, Ninghai received 10.96 million tourists, with tourism revenue reaching 9.47 billion yuan, marking its rise to the top 30 counties for tourism in the nation [3] Institutional Innovation - Ninghai has implemented a "review value-added" service in environmental assessments, which has improved project approval rates and service satisfaction to 100% for major projects [4] - The county has completed 131 transactions in pollution rights and initiated the first cross-province forestry carbon credit transaction in the province, enhancing the value realization of ecological resources [4] Green Transformation of Enterprises - Companies like Ningbo Minghui Auto Parts have benefited from expert consultations that optimize production processes, saving nearly 1 million yuan in costs [4] - High Ge Bathroom has transformed into a four-star "green factory," achieving a 70% wastewater recycling rate through advanced treatment systems, supported by continuous service from environmental departments [6] Renewable Energy Development - The newly operational pumped storage power station in Ninghai is expected to save 180,000 tons of standard coal and reduce carbon dioxide emissions by 360,000 tons annually, contributing to a rise in clean energy usage [7] - Ninghai has prioritized renewable energy development, focusing on solar, hydrogen, hydro, and wind energy, with significant policy support leading to a rapid increase in photovoltaic installations [8] - In 2023, the output value of the solar and storage industry in Ninghai grew by 82.3%, significantly contributing to the county's GDP growth and positioning it as a "GDP billion county" [8]

Core Insights - The completion of the Guo Wang Xin Yuan Zhejiang Jinyun Pumped Storage Power Station marks a significant milestone in China's pumped storage capacity, reaching a total installed capacity of 62.665 million kilowatts nationwide, surpassing the "14th Five-Year Plan" target for pumped storage development [1][2] Group 1: Project Overview - The Guo Wang Xin Yuan Jinyun Power Station is located in Jinyun County, Lishui City, Zhejiang Province, and is a key project under the National Energy Administration's "13th Five-Year Plan" [1] - The power station has a total installed capacity of 1.8 million kilowatts, featuring six reversible pump turbine generator units, each with a capacity of 300,000 kilowatts [1] - The design annual power generation capacity is 1.8 billion kilowatt-hours, with an annual water pumping capacity of 2.4 billion kilowatt-hours [1] Group 2: Operational Performance - Since the commissioning of the first unit in November 2024, the power station has shown stable operation and excellent performance in key indicators [2] - During the peak summer period, the station achieved a maximum daily power generation of 8 million kilowatt-hours and a water pumping consumption of nearly 10 million kilowatt-hours [2] - The power station provides approximately 3.6 million kilowatts of bidirectional power regulation capacity, alleviating peak load pressure in coastal areas and significantly enhancing the level of renewable energy consumption [2] Group 3: Environmental Impact - The operation of the power station is expected to save about 230,000 tons of standard coal annually and reduce carbon dioxide emissions by approximately 460,000 tons [2] - This contributes significantly to the optimization of the regional energy structure and supports the achievement of the "dual carbon" goals [2] Group 4: Industry Context - Currently, the State Grid Corporation operates and is constructing 75 pumped storage power stations, with an operational capacity of 43.955 million kilowatts, accounting for 70.14% of the national total [2]

Group 1 - The provincial government emphasizes the importance of learning and implementing the key speeches and instructions from General Secretary Xi Jinping, focusing on enhancing enterprise services and promoting green and low-carbon transformation [1] - The government aims to strengthen high-quality development advantages, ensuring continuous and stable economic growth while improving quality [1] - The new energy storage industry demonstration base is highlighted, with a call for accelerated project construction and collaboration among upstream and downstream enterprises [1] Group 2 - The government stresses the need for strict implementation of forest protection measures, including the protection of ancient trees and the establishment of genetic resource banks [2] - There is a focus on enhancing fire prevention capabilities and optimizing defense measures in forest areas to ensure safety [2] - The overall economic performance of Tai'an is reported to be positive, with an emphasis on high-quality development, effective investment, and improving service quality [2]

Market Overview - The market showed increased volatility with a notable divergence between bulls and bears, experiencing a rise followed by a pullback and then another surge. By midday, the Shanghai Composite Index rose by 0.63%, the Shenzhen Component increased by 1.11%, and the ChiNext Index climbed by 1.76%. Over 4,000 stocks in the two markets saw gains, with a total trading volume of 1.41 trillion yuan [1]. Chip Industry - The chip industry chain experienced a significant rally, surging by 7.02% by midday. More than 20 stocks, including ShenGong Co., Jingyi Equipment, and Jiangfeng Electronics, hit the daily limit. Notably, Zhangjiang Hi-Tech achieved a consecutive two-day limit increase, while Huasoft Technology and Xiangrikui both saw four consecutive limit increases, and Changchuan Technology and Shengmei Shanghai reached historical highs [3]. Real Estate Sector - The real estate sector showed signs of strength, with stocks like Dalong Real Estate achieving three limit increases in four days [3]. Robotics Sector - The robotics concept stocks were partially active, with Haoneng Co. hitting the daily limit [3]. Tourism Sector - The tourism sector faced a downturn, with stocks collectively dropping by 1.4% by midday. Companies such as Yunnan Tourism and Xiyu Tourism hit the daily limit down [3]. Other Industries - Several industries, including coal, wheel motors, precious metals, electric motors, synchronous reluctance motors, molten salt energy storage, and pumped storage, experienced slight declines [3]. Box Office Performance - According to data from Maoyan Professional Edition, as of September 23, 17:08, the pre-sale box office for new films during the 2025 National Day holiday has exceeded 5 million yuan [3]. Economic Outlook - Goldman Sachs indicated that as economic and market performance declines, high valuations are no longer justified, predicting further depreciation of the US dollar in the coming months [3]. Semiconductor Pricing - Samsung has significantly increased prices for its DRAM and NAND flash products, with some products seeing price hikes of up to 30% [3].

Core Viewpoint - The domestically developed VM160 pumped storage power station air compressor has achieved international leading technology standards, marking a significant advancement in China's energy technology sector and breaking foreign monopolies in this equipment field [1][2]. Group 1: Technological Advancements - The VM160 air compressor is the first domestically produced unit for pumped storage power stations, successfully implemented in the second phase of the Meizhou pumped storage power station in Guangdong [1]. - The development process included selecting a technical route, structural performance design, equipment manufacturing, and product engineering applications, focusing on optimizing the equipment's overall performance [2]. - The chosen "medium pressure oil-free" technology eliminates the need for lubricating oil in the air compression process, simplifying operations and reducing environmental pollution [2]. Group 2: Performance and Efficiency - The VM160 air compressor achieves a gas pressure of 8.5 MPa and a compression speed of 11.5 cubic meters per minute, with a strength equivalent to supporting the weight of 425 cars on a one-square-meter area [3]. - The innovative coaxial direct drive architecture enhances transmission efficiency to 100% and significantly lowers maintenance costs compared to traditional belt-driven systems [2]. - Key performance indicators of the domestically produced air compressor show improvements over imported models, with noise levels, cylinder body vibration, and motor vibration reduced by approximately 14%, 32%, and 72% respectively [3]. Group 3: Economic Impact and Market Potential - The implementation of the VM160 air compressor in pumped storage stations is projected to generate economic benefits of up to 81 million yuan over a 30-year usage period [3]. - By 2030, China's pumped storage capacity is expected to exceed 120 million kilowatts, nearly doubling the current scale, indicating a robust growth trajectory for the industry [3]. - The full domestic production process of the air compressor is anticipated to yield significant economic and environmental benefits, with promising market application prospects [3].

Core Insights - Since the beginning of the 14th Five-Year Plan, China has put into operation pumped storage power stations with a total capacity exceeding 30 million kilowatts [1] - The total installed capacity of pumped storage power stations has reached 62.365 million kilowatts, surpassing the 62 million kilowatts target set for the 14th Five-Year Plan [1] - The comprehensive utilization hours and the number of pumped storage power generation instances have shown a growth trend, playing a significant role in power supply security and green transition [1]

Core Viewpoint - The successful launch of China's first ultra-deep vertical full-face rock drilling machine for pumped storage hydropower marks significant progress in the construction of deep vertical shafts for pumped storage power stations [1] Group 1: Project Details - The ultra-deep vertical drilling machine was initiated at the No. 1 water diversion shaft of the Songyang pumped storage power station [1] - The Songyang pumped storage power station is located in Songyang County, Lishui City, Zhejiang Province [1] - The power station will install four reversible pump turbine generator units, each with a capacity of 350,000 kilowatts [1] Group 2: Timeline and Goals - The project aims to achieve the grid connection of the first unit by the end of 2027 [1]