来源：央视新闻客户端 记者从商务部了解到，去年前11个月，我国服务贸易继续保持稳步增长，知识密集型服务和旅行服务成为重要增长点。 知识密集型服务 从结构看，知识密集型服务贸易保持增长。去年1—11月，知识密集型服务进出口27305.7亿元，增长5.6%。其中，其他商业服务、电信计算机和信息服务进 出口保持较快增长。知识密集型服务顺差4723.7亿元，比上年同期扩大1067.4亿元。 旅行服务出口高速增长。去年1—11月，旅行服务进出口达19762.7亿元，增长8.2%。其中，出口增长51.3%，进口增长1.9%。 靠 " 技术 " 出海 轨道车轮 " 跑 " 起来 在河南新乡的这家轨道装备车间里，平均每57秒就有一个轨道车轮下线。这条高效运转的生产线，如今不仅承担着生产任务，也成为企业推向海外的新技 术。 伊朗客商 纳赛尔 · 迈赫扎德： 我们不只想以代理商或经销商的身份合作，因为这家工厂有全新的技术和机械设备。所以我们专程前来，洽谈双方的合作模 式。这是一次全新尝试。 和旅行服务成重要增长点 去年前11个月，我国服务进出口总额72023.7亿元，同比增长7.1%。其中，出口31980.1亿元，增长13.4% ...

12月29日，山西新能源储能创新发展论坛在忻州市偏关县启幕。这场立足山西能源大省转型底色、锚定新能源储 能产业规模化发展的行业盛会，汇聚了能源领域的顶尖智慧与产业力量，成为年终岁末山西向新能源产业纵深迈 进的重要发声。 能源发展的终极范式：分布式微能源＋多能互补，两条腿走路才是破局根本 谈及能源发展的未来方向，王中林院士提出了一个极具颠覆性的核心观点：当下我们的能源思维，始终困在"大电 网"的单一框架里，而能源转型的破局之路，在于跳出固有思维，构建"集中式电网＋分布式能源"双轨并行的能源 新范式，而多能互补，是解决中国能源需求的根本途径。 能源是人类文明发展的基石，更是一个国家产业发展与经济运行的核心命脉。谈及当下能源发展的核心命题，王 中林院士直言，当下面临着两类能源的禀赋博弈，而二者的融合与高效利用，是能源转型绕不开的核心课题。传 统化石能源的核心优势在于利用效率高、能源供给稳定，但其短板也十分突出——存量有限，不可再生的属性决 定了其无法成为能源发展的终极答案。而以光伏、风电为代表的绿色能源，有着得天独厚的天然优势：分布范围 广、总量规模大，是可持续发展的核心能源支撑，绿色能源的痛点同样鲜明，能源密度低 ...

【我在现场】 光明日报记者 高平 王潇 现在，沙漠光伏大规模推广，但大量绿电却因电网无法全额消纳而被浪费。为解决这个难题，这里建起 了目前我国规模最大的储能电站。 这个巨型"充电宝"将白天盈余电能储存，夜间稳定输出。"它如同一个能量'熨斗'，将光伏发电的锯齿状 曲线熨平，转化为稳定、可调度的优质电力。"马泉山解释。 这不仅减少了"弃光弃风"的经济损失，更重要的是，它为接纳更多风电、光伏装机扫清了技术障碍，打 开了"新能源装机天花板"。 《光明日报》（2025年12月30日 01版） [ 责编：孙宗鹤 ] 冬日的内蒙古磴口县乌兰布和沙漠边缘，北风猎猎。 记者面前一排排近3米高的白色电池舱整齐排列着。"这座储能电站，占地350亩，它解决了新能源装机 最棘手的消纳与稳定问题！"磴口蒙能电储新能源储能项目负责人马泉山声音里透着骄傲。 ...

12月23日，碳酸锂期货价格突破 12万元/吨 关口，当日涨幅超5%，延续了近期的强劲涨势。 | 碳酸锂2605 lc2605 (2025-12-23 15:03:59) 交易所: 广期所 +加自选 | | --- | | 120360 ↑ | | 昨收:114380 最低:113800 卖出价:120360 持仓里:67.16万 日增:一316 6460 5.67% | 回顾来看，12月19日，江西省宜春招标网发布枧下窝锂矿环评第一次公示，根据行业流程，此次 公示后矿山仍需完成多部门审批并取得《安全生产许可证》方可投产，这一进度显著 不及 市场对 该矿短期复产的预期。 作为国内重要锂资源供应来源，枧下窝锂矿的复产节点一直是影响市场情绪的关键变量，此次公示 直接强化了供应端收缩预期，推动碳酸锂期货主力合约当日快速突破 11万元/吨 关口。 面对市场的快速波动，监管层迅速出手降温。 12月19日晚间，广州期货交易所宣布自23日起调 整 碳酸锂期货部分合约交易限额 ，以防范过度波动风险。 但政策调控并未扭转价格上行趋势， 23日碳酸锂价格仍实现超5%的涨幅并突破12万元/吨，可 见市场对锂价上涨的预期较强。 新能 ...

南海之滨，珠江西岸，这里是广东江门。 作为中国著名侨乡，江门拥有百年华侨史。如今，530多万江门籍港澳台同胞和海外侨胞，遍布全球145 个国家和地区。闯，是从古至今刻在江门人骨子里的不变基因。 百余年前，"闯金山"、赴欧洲、去拉美、下南洋，江门人凭借枕海之利，走出乡关，在海外闯出一番声 响。 百余年后，江门大步走在高质量发展的征途上，依旧闯劲十足。近年来，江门充分发挥独特优势，坚持 文化引侨、平台联侨、政策惠侨、经济聚侨，深入推进"侨都赋能"工程，着力提升"文化交流、经贸合 作、维护权益、侨务智库"四大功能。江门市委统战部更是在凝聚侨心侨力侨智中发挥积极作用，精心 打造"同心.聚力"侨务工作品牌，切实将"侨"的优势转化为江门高质量发展的胜势。 而今，"侨"的禀赋、"闯"的干劲，正赋予江门一片崭新气象。 闯是姿态 江门积极建设华侨华人创新创业国家平台，提升侨都科技创新经贸合作功能。全市侨资企业中，国家高 新技术企业349家、创新型企业222家、专精特新企业178家 江门人身上，天生带着一股闯劲。 广东迪生力（603335）汽配股份有限公司董事长赵正，祖祖辈辈生活在江门台山——一个基本家家户户 都有亲戚旅居海外的 ...

2025年，我省全年新建投产并成功入库的规模以上工业企业达304户，较去年大幅增加101户，创下近四 年来的最高纪录，标志着我省在培育工业市场主体、夯实工业发展根基方面取得明显成效，为全省工业 经济持续增长注入了源头活水。 在政策与服务的双轮驱动下，我省规上工业企业培育不仅实现了"量"的突破，更迎来了"质"的提升、结 构的优化。从数量看，2025年预计全省新入库规上企业总数达755户，其中新建投产入库304户，"小升 规"企业451户，两项数据均较上年实现显著增长。尤为值得一提的是，仅9月至11月，新建投产入库企 业就达201户，几乎相当于往年全年的总量，显示出强大的增长后劲。 从结构看，新入库企业质量明显提高。一批代表产业升级方向的企业脱颖而出，如有色金属精深加工领 域的今飞铝业、创格新材料，纺织服装产业的瑞丽市东裕服装有限公司，电气机械和器材制造业的智通 电子，以及新能源储能领域的特隆美储能等优质企业相继新建投产入库。与此同时，部分产能落后、附 加值低的"小散弱"企业有序退库，实现了规上企业库的良性新陈代谢。这一"优进劣退"的结构性变化， 直接带动了全省规上工业企业整体效益的改善。数据显示，1—10月，全 ...

经济日报记者 柳文 开放合作才能互惠共赢。目前，约3万名金华籍商人活跃在非洲，非洲有2420家外商投资企业在金 华落户。 来自塞内加尔的苏拉，在义乌生活了20多年，是一家国际贸易公司负责人。不久前，苏拉从义乌引 进新能源汽车，在塞内加尔首都达喀尔销售，还成立了新能源出租车公司，进一步拓展业务。"这次回 国开设新能源出租车公司，整体运行模式、充电桩搭建技术，都是从义乌学习的经验和做法。"苏拉充 满信心，"把电动汽车引进到我们国家，将给更多人带来发展机遇。" "金华的电子商务、数字经济、新能源等业态为非洲国家发展提供了更多机会。"中非民间商会会长 吴严明表示，中非经济互补性强，双方合作能精准对接彼此发展所需，共筑高水平中非命运共同体。 据了解，在经贸领域，由金华出口的小商品、小家电、新能源等产品在非洲市场备受欢迎；非洲国 家盛产的坚果、油籽、羊毛等农产品，也深受国内消费者青睐。不仅如此，金华还通过发展转口贸易、 加工贸易等新业态，不断提升非洲农产品附加值，把非洲的农产品销往全国、全世界。自首届中非经贸 和文化论坛举办以来，金华组织开展100多场配套的对非交流、商务接洽活动，累计促成100多个对非合 作项目签约，有 ...

Group 1 - The core task for high-quality energy development in the near future is to accelerate the construction of a new energy system and build an energy powerhouse, with a strong emphasis on the development of new energy storage [1] - Companies are seizing opportunities from a new round of technological revolution and industrial transformation, leading to industrial upgrades through technological innovation [1] - The lithium-ion capacitor developed by Beijing Zhonglv Zhongke Lithium Capacitor Technology Co., Ltd. offers over 1 million charge-discharge cycles and operates in a wide temperature range from -40°C to 65°C, providing reliable power-type energy storage support for applications such as power system frequency regulation and intelligent computing centers [1] Group 2 - The lithium-ion capacitor provides advantages such as safety, long lifespan, wide temperature range, high power density, and ultra-high cycle count, making it a suitable solution for faster response and longer-lasting frequency regulation in power grids [2] - The all-carbon lithium-ion capacitor energy storage cabin utilizes self-adaptive control technology to address core issues in frequency regulation and coordination in renewable energy power plants, achieving real-time decoupling and precise tracking of grid frequency fluctuations [2] - In addition to lithium-ion capacitors, China Green Development has also developed technologies for self-synchronous voltage sources and low-temperature liquid air energy storage, as well as high-temperature molten salt energy storage, to enhance peak shaving capabilities [2]

Summary of Conference Call Notes Industry and Company Overview - The discussion primarily revolves around the Chinese financial market, particularly focusing on monetary and fiscal policies, the bond market, the A-share market, and specific sectors such as AI, renewable energy, non-bank financials, innovative pharmaceuticals, machinery, and commercial aerospace. Key Points and Arguments Monetary and Fiscal Policy - Monetary policy remains accommodative, but the likelihood of further easing in 2026 is low; fiscal policy is actively supportive, focusing on livelihood, consumption, technological innovation, and local government debt resolution, with a projected fiscal deficit exceeding 6 trillion yuan in 2026 [1][2] Bond Market Dynamics - Long-term bond yields have significantly increased, with 1-year, 10-year, and 30-year government bond yields rising by 6.1 BP, 20.1 BP, and 39.6 BP respectively since the second half of the year, driven by reduced expectations for monetary easing, inflation recovery, and increased supply pressure [3] A-Share Market Outlook - The A-share market is expected to continue a slow upward trend, supported by a strong RMB exchange rate and resilient domestic economic fundamentals; the market is anticipated to remain in a consolidation phase without rapid increases or significant declines [4][5] Cross-Year Market Sentiment - The core of the cross-year market sentiment is the expectation of a spring rally in 2026, with recommendations to position for potential market movements in December [6] Sector Focus for 2026 - Key sectors to watch include AI (especially CPO), renewable energy (storage), non-bank financials, innovative pharmaceuticals, machinery, and non-ferrous chemicals; opportunities also exist in Hong Kong's internet sector and commercial aerospace [7][13] Specific Company Insights - **Sungrow Power Supply**: The fundamentals remain solid despite recent price drops; price increases in the storage supply chain are demand-driven and do not pose a significant risk [8][9] - **HiSilicon**: Facing significant unlocking pressure on January 27, which may create short-term challenges; however, opportunities in the renewable energy sector post-unlocking in February are noted [9] AI Industry Prospects - The AI sector, particularly in CPO, shows a clear and high certainty outlook; recent market fluctuations due to asset restructuring in specific companies do not significantly impact the overall AI industry [10] Opportunities in Non-Ferrous Metals - Focus on copper and tin, with additional attention to silver, nickel, and rare metals, which present substantial investment opportunities in the near term [11] Non-Bank Financial Sector - The non-bank financial sector is expected to perform well in 2026, supported by regulatory measures that enhance capital space and leverage limits for quality institutions, potentially increasing ROE [12] Commercial Aerospace Investment - The commercial aerospace sector is highlighted as a significant investment theme for 2026, with ongoing attention and optimism regarding its growth potential [13] Additional Important Insights - The RMB's appreciation historically supports an upward shift in A-share valuations, indicating a positive correlation between currency strength and market performance [4] - The overall sentiment suggests a strategic focus on sectors with high growth potential and favorable market conditions as the year-end approaches [13]

Group 1 - The company held its 15th meeting of the 5th Board of Directors on November 21, 2025, where several key resolutions were passed [1][5][8] - The company plans to permanently supplement its working capital with surplus funds of 2.0384 million yuan from completed fundraising projects [1][5] - A proposal to change the investment direction of 219.0937 million yuan from the "Intelligent Coal Dry Selection Machine Industrialization Project (Phase I)" to a "120MW/240MWh User-side Energy Storage Project" was approved [5][57] Group 2 - The company approved an increase in the guarantee limit for its subsidiary, Anhui Sunshine Energy Storage Co., Ltd., to 100 million yuan to enhance overall financing efficiency [8][26] - The company plans to repurchase and cancel 430,000 shares from the first employee stock ownership plan, which accounts for 0.23% of the total share capital [12][34] - The company will hold its second extraordinary general meeting of 2025 on December 8, 2025, to discuss the approved proposals [17][38] Group 3 - The company reported that the total amount of external guarantees after the increase will be 120 million yuan, accounting for 9.31% of the latest audited net assets [32][33] - The company has no overdue guarantees and does not provide guarantees for controlling shareholders or related parties [32][33] - The company’s registered capital will decrease from 1.83375358 billion yuan to 1.82945358 billion yuan following the share repurchase [34][35] Group 4 - The company’s decision to terminate the "Intelligent Coal Dry Selection Machine Industrialization Project (Phase I)" is due to unfavorable market conditions and a decline in demand for coal intelligent sorting machines [57][68] - The new "120MW/240MWh User-side Energy Storage Project" is expected to have a total investment of 252.09 million yuan, with 219.0937 million yuan sourced from the repurposed funds [57][73] - The project aims to be operational by December 31, 2026, and is aligned with national strategies for carbon neutrality [57][73]