（文章来源：证券日报） 证券日报网讯 12月19日，淮河能源在互动平台回答投资者提问时表示，公司煤电机组均位于安徽省 内，用煤除上市公司内部自供外，大部分来自控股股东淮南矿业的长协煤保供，并结合实际需求采购部 分市场煤。市场煤采购综合考虑煤炭品质和到厂价格，暂无采购蒙古和印尼出口煤炭。 ...

近日，国家能源集团发布国能揭阳一期2×1000MW级新一代煤电多能互补综合能源示范项目环境影响评 价和海域论证专题服务、可行性及前期专题技术咨询服务两项招标公告。项目地点位于广东省揭阳市。 详情如下： 广东公司国能揭阳一期2×1000MW级新一代煤电多能互补综合能源示范项目环境影响评价和海域论证专 题服务公开招标项目招标公告 1.招标条件 本招标项目名称为：广东公司国能揭阳一期2×1000MW级新一代煤电多能互补综合能源示范项目环境影 响评价和海域论证专题服务公开招标，项目招标编号为：CEZB250511675，招标人为中国神华能源股 份有限公司广东分公司，项目单位为：中国神华能源股份有限公司广东分公司，资金来源为自筹。招标 代理机构为国家能源集团国际工程咨询有限公司。本项目已具备招标条件，现对该项目进行国内资格后 审公开招标。 2.项目概况与招标范围 2.1 项目概况、招标范围及标段（包）划分：2.1.1项目概况 本次招标内容为广东公司国能揭阳一期2×1000MW级新一代煤电多能互补综合能源示范项目（简称"揭 阳一期2×1000MW级煤电项目"）环境影响评价和海域论证专题服务，包括且不限于以下内容： （1） ...

Core Viewpoint - The market is experiencing significant fluctuations, with a shift in capital from high-valued technology stocks to undervalued cyclical stocks, driven by economic recovery expectations and valuation corrections [6][8]. Market Performance - The Shenzhen Composite Index is being dragged down by substantial adjustments in sectors such as gaming and coal, while the ChiNext Index is also declining due to collective pullbacks in technology and new energy sectors [4]. - The total trading volume in the two markets reached 42 trillion yuan, reflecting a 7.33% increase, indicating heightened market volatility and capital movement between sectors [6]. Sector Analysis - Lithium mining stocks surged due to a rebound in lithium carbonate futures prices and optimistic new energy demand forecasts, while the steel sector attracted funds due to its low valuation [5]. - Defensive sectors such as pharmaceuticals and gold are seeing inflows from retail investors, while technology sectors like communication equipment and semiconductors are experiencing profit-taking by institutions [8]. Investor Sentiment - Retail investor sentiment is currently at 75.85%, indicating a generally optimistic outlook despite market fluctuations [9]. - A significant portion of investors (63.53%) believe the market will rise in the next trading day, while 36.47% expect a decline, reflecting a divided sentiment [14]. Capital Flow - Institutional investors are primarily adopting a defensive stance, reallocating funds towards energy metals and battery sectors, while retail investors are making low-position purchases [8]. - The net inflow of retail funds suggests a cautious approach, with a notable focus on defensive assets amidst market volatility [7].

Core Viewpoint - Shandong Province is making significant strides in green, low-carbon, and high-quality development, positioning itself as a national leader in these areas through innovative measures and strategic initiatives [1][2][3] Group 1: Green and Low-Carbon Development - In 2022, Shandong was approved to establish a green low-carbon high-quality development pilot area, marking it as the first in the nation with this focus [1] - The province has seen a notable reduction in carbon emission intensity, surpassing scheduled targets, indicating effective progress in its green transformation [1] Group 2: Energy Transition - Shandong is advancing its energy sector by promoting the development of clean energy, achieving a significant increase in non-fossil energy generation capacity, which reached 134 million kilowatts, 2.8 times that of 2020 [2] - The province has shut down 12.27 million kilowatts of small coal-fired power plants and upgraded 88.785 million kilowatts of coal power, with over 84% of large coal power units being 300,000 kilowatts or larger [2] - Shandong is a pioneer in energy market reforms, establishing a comprehensive trading system that includes various electricity transaction types [2] Group 3: Carbon Neutrality Initiatives - The province is implementing the "Ten Major Projects" for carbon peak management and has been included in the first batch of national carbon emission control pilot provinces [3] - Shandong is developing 20 provincial-level zero-carbon parks, which are expected to consume 12.5 billion kilowatt-hours of green electricity annually, accounting for over 75% of their total electricity usage [3] - The first million-ton carbon capture, utilization, and storage (CCUS) project in the country has been successfully operational for three years, capable of sequestering 1 million tons of CO2 annually [3] Group 4: Sustainable Lifestyle Promotion - Shandong has introduced a "five-segment" time-of-use electricity pricing policy to encourage off-peak electricity usage, enhancing grid flexibility by approximately 5 million kilowatts during peak solar generation [3] - The province has established the first zero-carbon city powered by nuclear energy, with nearly 13 million square meters of clean heating area [3] - Shandong is actively promoting waste reduction and recycling initiatives, with nine cities included in the national "waste-free city" program, ranking second in the country [3]