证券时报记者 赵黎昀 2026年，中国经济正式开启"十五五"新征程。 政策协同发力、市场活力迸发的当下，上市公司群体作为国民经济中坚力量，在新年伊始奏响了实干奋进序曲， 一批批标志性项目落地，为"十五五"宏伟蓝图写下开篇注脚。 投资合作火热推进 1月4日，北京经开区举办2026年高质量发展大会，面向全球发布2026年机会清单和25个创新应用场景。活动上， 22个重点项目签约，十大标杆项目开工建设，总投资约400亿元，其中未来产业项目占比超过80%。 上市公司方面，1月4日，生益科技披露，公司与东莞松山湖高新技术产业开发区管理委员会就公司投资建设高性 能覆铜板项目的相关事项达成合作意向，意向投资金额约45亿元，以满足高性能覆铜板持续增长的需求。覆铜板 属于国家重点支持的新一代信息技术。该项目也是公司面向未来发展的关键战略布局。 企业推动投资合作除用于储备产能外，也为拓展技术打开市场埋下伏笔。 1月5日晚间，亿帆医药公告，全资子公司亿帆制药与天津尚德药缘科技股份有限公司等签订了系列协议，获得了 其自主开发的药物活性成分为二甲胺基含笑内酯富马酸盐一水合物在合作区域和合作领域范围内授予亿帆制药可 分许可的、不可撤销的 ...

赴深圳洽谈钙钛矿项目；在镇江接待碳酸锂供应链项目方；赴溧阳经开区学习交流新能源产业招商 经验……年末岁初，镇江经开区新能源及新型电力装备产业招商局办公室白板上写满工作计划，一派紧 张忙碌的景象。 "高鹏的产品可广泛应用于集成电路、锂电池、航空航天等领域，与区域产业导向高度契合。"谈起 企业未来的发展，镇江经开区航空航天及低空产业招商局局长徐升华"门清"。针对企业战略设想和实际 需求，该局积极引导企业购买区内闲置厂房，并与企业一起梳理完善投资方案，最终促成项目签约落 地。 让产业方向更加明晰，是2025年镇江经开区招商改革的重中之重。"5+1"格局中的"5"，就是围绕重 点产业导向，设立生物医药及大健康、航空航天及低空、新能源及新型电力装备、新材料及精细化工、 智能装备及涉港5个产业招商局。同时，划分产业链细分赛道，组建26支招商小分队，自2025年5月底开 始赴重点城市、重点园区、重点企业开展项目招引集中攻坚行动，累计外出拜访近800批次，月均拜访 频次同比增长150%，新获取项目信息近150条。 方向锁定，产业提质。2025年以来，全区新签约符合镇江市"四群八链"产业导向的项目占比达 75%，涉港产业、航空 ...

Investment Rating - The investment rating for the company is "Buy" and it is maintained [6]. Core Insights - On December 29, 2025, the company successfully delivered its first pure electric mining dump truck LK220E and signed a procurement contract for electric mining trucks with Tibet Giant Dragon Copper [2][4]. - The electric mining truck's total lifecycle cost is significantly better than traditional fuel mining trucks, helping reduce carbon emissions and operational costs for Zijin Mining [2]. - The company is entering a performance acceleration period in green electricity starting from Q2, with good sales in energy storage and stable flue gas order scale, while actively expanding into new areas such as sodium-ion batteries [2]. Summary by Relevant Sections Event Description - The first pure electric mining dump truck LK220E was delivered on December 29, 2025, and a procurement contract was signed with Tibet Giant Dragon Copper [4]. Business Performance - The electric mining truck can reduce carbon emissions by over 120 tons annually per unit and lower the cost per ton-kilometer by over 30% compared to traditional fuel trucks, providing both environmental and economic benefits [10]. - The green electricity business reported a net profit of nearly 170 million yuan in the first three quarters, with stable operations in various projects [10]. - The company has a stable order scale in flue gas treatment, with new orders amounting to 7.626 billion yuan in the first three quarters, showing a year-on-year increase of 1.09% [10]. Financial Forecast and Valuation - The company is expected to achieve net profits attributable to shareholders of 1.103 billion yuan, 1.408 billion yuan, and 1.705 billion yuan for the years 2025 to 2027, representing year-on-year growth rates of 32.8%, 27.7%, and 21.0% respectively [10]. - The corresponding PE valuations are projected to be 18.7x, 14.6x, and 12.1x for the same years [10].

（文章来源：证券日报） 证券日报网讯 12月30日，宁波精达在互动平台回答投资者提问时表示，公司致力于新能源产业发展， 在新能源装备/电机/电池壳体/热管理装备/微通道装备等有积极布局，申报有首台套，工信部绿色专 项，宁波市重点研发计划等荣荣誉和项目，聚焦新能源"卡脖子"装备，联合高校/科研院所申报，加速 技术产业化与订单落地。 ...

公司于近日收到控股股东之一致行动人（公司实际控制人之一）长春市众志汇远投资合伙企业(有 限合伙)出具的《关于计划减持所持长春致远新能源装备股份有限公司股份的减持计划告知函》。上述 股东拟以集中竞价方式减持公司股份不超过1,800,000股，占公司股份总数的0.9848%（即不超过公司股 份总数的1%）；拟以大宗交易方式减持公司股份不超过1,000,000股，占公司股份总数的0.5471%（即不 超过公司股份总数的2%）。减持期间为公告披露之日起十五个交易日后的三个月内（自2026年1月22日 至2026年4月21日，根据相关法律法规、规范性文件规定不得进行减持的期间除外）。 按照致远新能12月29日的收盘价19.07元/股计算，上述股东套现金额约合5339.60万元。 截至公告披露日，长春市众志汇远投资合伙企业(有限合伙)持有公司3,640,000股，占公司股份总数 的1.9516%，占剔除公司回购专户持股数量的股份总数的1.9914%。 中国经济网北京12月30日讯 致远新能(300985.SZ)昨日发布关于控股股东、实际控制人的一致行动 人减持股份的预披露公告。 2024年，公司实现营业收入11.52亿元 ...

□四川日报全媒体记者文露敏 离岸100公里的一座海上漂浮式小岛上，高大的风机将风能源源不断地转换为电能，随后，将海水进行电解制氢， 最终产生的"绿色黄金"又被运回岸上——这样的能源利用新范式，将在不久后成为现实。 近日，东方电气集团所属东福研究院自主研发的漂浮式风电耦合海水无淡化原位制氢综合平台（以下简称平台） 成功获得中国船级社颁发的原则性批准证书（AIP），成为全球首个通过该权威认证的漂浮式风电制氢平台，标 志着我国在深远海新能源装备领域实现关键技术突破，漂浮式风电制氢平台商业化应用又进一步。 这座神奇的"小岛"背后有何巧思？ 挺进"深远海" 探索"风电+制氢" "海上风电正在加速挺进'深远海'。"谈到平台的设计初衷，东福研究院海洋能技术研究所负责人张沛解释。 数据显示，我国海上风电累计装机容量已连续4年位居全球第一。在近海风电资源开发利用已趋饱和的情况下，可 开发范围更广、风能资源丰富、风速风频更优质的深远海，提供了更大的想象空间。根据国家气候中心的评估结 果，我国深远海风能资源技术可开发量超过12亿千瓦，开发潜力巨大。 然而，从近海到深远海，改变的不仅仅是离岸距离，还伴随着技术难度、成本等的增高。谁率 ...

济南，深谙此道。从"项目突破年""项目深化年""项目提升年"，再到明年的"项目赋能年"，抓项目的逻 辑一以贯之，抓产业的打法不断深化。 时代大潮，奔涌向前。 一个龙头项目，能激活一条产业链;一批链上企业，能崛起一个产业集群。这是区域竞争的硬道理，更 是经济高质量发展的密码。 锚定"13条标志性产业链、34条重点产业链"，济南以引进大项目、好项目为关键抓手，谋划招引一批示 范性、引领性强的"链主"项目，同时精准吸引集聚上下游配套企业。 一场以项目为牵引、以链条为脉络的产业能级跃升战，响彻泉城大地。 从"十大链群"到"13+34"的精准重构 产业竞争，本质上是产业链的竞争。济南的产业布局，经历了一场深刻的自我革新与精准重构。 曾几何时，"十大链群"是济南工业的顶层设计。 当时间来到2025年，济南全新构建"13条标志性产业链+34条重点产业链"矩阵。这不仅是数量的增加， 更是逻辑的升华。 "13"，是顶层设计，是主攻方向。空天信息、人工智能、汽车、集成电路、专用装备……每条链都对应 国家战略前沿和济南现实基础。 "34"，是细分支撑，是精准发力。例如，集成电路标志性产业链细分为半导体材料、设计、制造等5个 重点链 ...

Core Viewpoint - Lansi Heavy Industry (603169) is advancing its development in nuclear energy and hydrogen energy equipment by establishing joint laboratories with Hefei Comprehensive National Science Center's Energy Research Institute to promote research and industrial development in zero-carbon technologies and high-performance fusion heat exchange equipment [1] Group 1: Joint Laboratory Agreements - Lansi Heavy Industry and its subsidiary signed agreements to establish two joint laboratories focused on hydrogen-ammonia fusion engineering technology and high-efficiency fusion heat exchange equipment [1] - The collaboration aims to enhance research in controlled nuclear fusion and develop high-performance heat exchange equipment, with specific research directions including compact and efficient heat exchange equipment for fusion power systems and low-temperature heat exchange equipment [1][1] - The goal is to create a technology roadmap and key milestone progress charts within one year, and to achieve significant results in the fusion energy sector within two to five years [1][1] Group 2: Research Focus and Goals - The joint laboratory for hydrogen-ammonia fusion will focus on modular flexible ammonia synthesis, green hydrogen liquefaction, and ammonia cracking for hydrogen production [1] - The aim is to establish modular industrial ammonia synthesis plants with capacities ranging from 10,000 to 100,000 tons and to develop hydrogen stations with a capacity of over 1,000 kg/d within two to five years [1][1] - Hefei Energy Research Institute has made significant breakthroughs in clean energy utilization and renewable energy technologies since its establishment in 2019 [1] Group 3: Market Position and Growth - Lansi Heavy Industry has developed a strategic emerging industry focusing on "nuclear-hydrogen-light-storage" new energy equipment and efficient heat exchange equipment [1] - The company has achieved a 90% market share in nuclear-grade plate heat exchangers and has received orders worth 306 million yuan in the nuclear energy sector, reflecting a 32.16% year-on-year growth [1][1] - The company is enhancing its production capacity to strengthen its manufacturing capabilities for high-end nuclear power equipment, aiming for future market growth [1]

Core Viewpoint - Sany Heavy Energy plans to use up to RMB 9.5 billion of its own funds for entrusted wealth management, focusing on low to medium-risk financial products [1] Group 1: Investment Strategy - The investment will include high-security, good liquidity, and relatively high-return products such as bond investments, money market funds, financial institution wealth management products, trust products, and asset management plans [1] - The decision has been approved by the company's second board of directors' 25th meeting and does not require shareholder approval [1]

Core Viewpoint - The article discusses the advancements in solid-state battery technology, emphasizing its importance in the energy storage sector and the need for efficient mass production standards [5][10]. Group 1: Event Overview - The 2025 User-Side Energy Storage and Battery Technology Forum was held on December 19, focusing on commercial, portable, and residential energy storage solutions, as well as AIDC storage batteries [2]. - The event featured over 800 attendees and aimed to analyze technological breakthroughs, safety challenges, and value chain restructuring in the energy storage industry [2]. Group 2: Solid-State Battery Insights - Solid-state batteries are highlighted as a crucial direction for future energy storage, offering significant improvements in safety and energy density compared to traditional batteries [5][6]. - The manufacturing process for solid-state batteries differs greatly from traditional liquid or semi-solid batteries, requiring an estimated 80% to 90% update in production lines [7]. Group 3: Production Challenges and Innovations - The presentation outlined the challenges in solid-state battery production, including issues with electrode alignment and material fragility, which can lead to low yield rates [8]. - A new stacking solution was introduced, achieving a production efficiency of 0.35 seconds per piece, which is an 85-fold improvement over competitors [9][10]. - The company aims to address the "impossible triangle" of precision, yield, and efficiency in solid-state battery production through innovative techniques [10]. Group 4: Company Profile - The company has been a leader in the new energy equipment sector for 26 years, holding the largest market share globally and serving over 25 countries [12].