外国游客在重庆半山崖线鹅岭栈桥与市民合影。新华社记者 陈 诚摄 满载集装箱的班列驶离广西钦州铁路集装箱中心站。新华社记者 张爱林摄 数据来源：商务部等 扩大高水平对外开放，是促进改革、推动发展的重要法宝。 浙江宁波舟山港开通首条中欧北极集装箱快航航线后，货轮在装卸货物。新华社发 当前，世界百年变局加速演进，大国关系牵动国际形势，国际形势演变深刻影响国内发展。2025年 底召开的中央经济工作会议在部署今年经济工作时明确提出，要"更好统筹国内经济工作和国际经贸斗 争"。在此背景下，坚定对外开放，是把握大势、破浪前行的关键抉择。 习近平总书记指出："作为世界经济增长的主要贡献者和稳定锚，中国将坚定不移扩大高水平对外 开放，促进贸易和投资自由化便利化，继续和世界分享自身的发展机遇，为全球发展注入更多正能量和 确定性。" 步入2026年，国际经贸格局深刻重构，各地区各部门更要理性辩证分析错综复杂多变的外部环境， 主动识变应变求变，以高水平对外开放的确定性应对各种不确定性，在激烈的国际竞争中赢得战略主 动。 稳步推进制度型开放 开放的水平与发展的质量、改革的深度相辅相成。 发展质量越高，改革越深入，对开放的要求越高。无论 ...

项目5号机组是国家第一批燃气轮机创新发展示范项目，由中国华电联合上海电气等产业链上下游 单位协同攻关，攻克核心部件制造、系统自主可控、大容量全氢冷发电机、低氮燃烧优化、机组可靠性 提升等多项关键技术难题，累计产生30余项创新成果，实现了从核心部件研发应用到整机运维的自主可 控。这一里程碑式突破，为我国重型燃机产业向高端化、智能化、绿色化方向进阶注入强劲动力。 位于苏州的华电望亭发电厂二期燃机项目，共建设2台494兆瓦燃气、蒸汽联合循环机组，均采用全 球首批500兆瓦全氢冷发电机，其中，6号机组已于今年7月正式投运。随着5号机组投运后，二期燃机项 目年发电量可达24.4亿千瓦时，不仅能为江苏地区能源保供提供坚实支撑，满足230万居民一年用电需 求，每年还可节约标煤20万吨，减排二氧化碳约90万吨，为江苏地区今冬明春电力保供提供清洁能源保 障。 近日，首台全国产商用300兆瓦级重型燃机项目——华电望亭发电厂二期燃机5号机组，顺利通过 168小时满负荷试运行并正式投运，标志着我国首次实现商用燃机国产化制造产业链全线贯通。 作为装备制造业领域"皇冠上的明珠"，300兆瓦级重型燃机集高精尖技术、新型材料与复杂工艺于 一 ...

华电望亭发电厂二期燃机项目位于江苏省苏州市，共建设2台大F级494MW燃气—蒸汽联合循环机组， 均采用500MW全氢冷发电机。5号机组投产后，项目年发电量可达24.4亿千瓦时，不仅能为江苏地区能 源保供提供坚实支撑，满足230万居民一年用电需求，每年还可节约标煤20万吨，减排二氧化碳约90万 吨。 （文章来源：新华财经） 新华财经南京12月30日电（记者朱程）29日，全国产大F级商用燃机项目——华电望亭发电厂二期燃机 5号机组顺利通过168小时满负荷试运行并正式投产。 作为装备制造业领域的"皇冠上的明珠"，大F级燃气轮机集高精尖技术、新型材料与复杂工艺于一体， 是构建新型能源体系、保障国家能源安全的关键核心装备。此次投运的5号机组是国家燃气轮机创新发 展示范项目，由中国华电联合上海电气等产业链上下游单位协同攻关，成功攻克核心部件制造、系统自 主可控、大容量全氢冷发电机、低氮燃烧优化、机组可靠性提升等多项关键技术难题，累计产生30余项 创新成果，实现了从核心部件研发应用到整机运维的自主可控，为我国重型燃机产业向高端化、智能 化、绿色化方向进阶注入强劲动力。 ...

Group 1 - The core achievement of the project is the successful operation of the "Jupiter-1" unit, which utilizes a 30 MW pure hydrogen gas turbine for stable power generation, marking a significant step from concept to reality in the "electric-hydrogen-electric" demonstration project [1] - The project is located in the Ordos City of Inner Mongolia and integrates wind power, photovoltaic systems, and water electrolysis for hydrogen production, providing a comprehensive solution for the utilization of surplus renewable energy [1] - The project has been recognized as one of the first national pilot projects in the hydrogen energy sector, contributing to the establishment of a new energy system dominated by renewable sources [1] Group 2 - The "Jupiter-1" pure hydrogen gas turbine can reduce carbon emissions by over 200,000 tons annually compared to conventional power generation units of the same capacity [2] - The unit has a combined cycle generation capacity of 48,000 kWh per hour, sufficient to meet the daily electricity needs of 5,500 households [2] - The technology is expected to have broad application prospects in various scenarios, including grid peak shaving, distributed energy, comprehensive energy supply in industrial parks, and backup power for green data centers [2]

在上海电气电站设备有限公司上海汽轮机厂（以下简称上海汽轮机厂）厂房中，一根直径超三米的转子 正处于组装关键阶段。叶片上灰黄色的陶瓷涂层，能抵御1400℃的极端高温——比纯金熔点高出约 300℃，为这台"大国重器"筑起坚甲。12月26日，"首台国产300MW级F级重型燃气轮机制造工艺技术开 发与应用"项目荣获上海产学研合作优秀项目特等奖，标志着我国在重型燃气轮机核心制造技术领域实 现了从"跟跑"到"并跑"的跨越。 作为能源领域核心动力设备，重型燃气轮机由5万余个零部件构成，广泛应用于地面发电与电网调峰， 其单台套设备在燃—煤联合循环形式下，每小时发电量约45万度，其能源利用效率接近60%，而传统燃 煤电厂效率仅为45%左右。 然而，这项尖端技术曾长期被GE、西门子、三菱重工等国际巨头垄断。2018年，重型燃气轮机仍位列 我国35项"卡脖子"关键技术清单。作为我国首次自主研制的最大功率、最高技术等级的重型燃气轮机， 其研制之路充满挑战。上海汽轮机厂承担首台样机总装制造任务，通过协同多家高校与企业，分解攻关 制造过程中的多学科交叉难题，既填补了多项技术空白，也推动了行业整体创新能力提升。 从"一穷二白"开始，攻坚9 ...

Core Viewpoint - Oriental Electric (600875) has seen a stock increase of over 3%, currently at 24.76 HKD, with a trading volume of 80.49 million HKD, indicating positive market sentiment towards the company [1] Group 1: Company Developments - Oriental Electric has successfully achieved an overseas breakthrough with its self-developed F-class heavy-duty gas turbine G50, securing a core equipment order for a 50 MW combined cycle power generation project in Kazakhstan [1] - The company is in discussions with U.S. data center clients regarding potential sales of gas turbine generator sets, reflecting strong demand in the U.S. market [1] Group 2: Industry Trends - The rapid growth of AIDC (Artificial Intelligence Data Center) demand in the U.S. is driving the need for self-built power sources, with gas turbines being favored for their short construction cycles and stable power supply [1] - Major overseas tech giants like Google and Amazon are incorporating gas turbines as core backup or even primary power sources in their new data centers, indicating a strategic window for Chinese gas turbine manufacturers in the overseas market [1]

Core Viewpoint - The demand for gas turbines is increasing due to the rapid growth of AIDC in the US, positioning gas turbines as a preferred power solution for data centers, with companies like Google and Amazon adopting them as core backup or primary power sources [1] Company Summary - Dongfang Electric (01072) has seen its stock rise over 3%, currently at HKD 24.76, with a trading volume of HKD 80.49 million [1] - The company has achieved a breakthrough in overseas markets with its domestically developed F-class heavy gas turbine G50, securing a core equipment order for a 50 MW combined cycle power project in Kazakhstan, marking the first complete export of domestic heavy gas turbines [1] Industry Summary - The demand for gas turbine generator sets in US data centers is strong, with attractive pricing, prompting Dongfang Electric to enhance product reliability while addressing potential compliance risks and other challenges [1] - Citigroup has indicated that Dongfang Electric is in discussions with US data center clients regarding potential sales of gas turbine generator sets, although no specific timeline or details on new orders have been provided [1]

对西门子能源而言，海南自贸港是一个充满吸引力的强大平台。它的魅力，来自一个精心打造 的"政策工具箱"："零关税"，显著降低企业进口成本;"加工增值免关税"，让海南制造销往内地更具价格 优势;15%的企业所得税与人才个税优惠，则是注入活力的甘泉。三重红利叠加，释放出强大的"磁吸效 应"。 西门子能源(海南)有限公司的注册体验，亦是海南营商环境优化的证明。从申请到领取营业执照， 仅用时1个工作日。 12月18日，洋浦经济开发区，"新锐"崛起，"老将"退役——西门子能源(海南)有限公司燃机总装基 地及服务中心破土动工;8公里外，为海南供电30年的两台西门子V94.2燃机，不久前已功成身退，静候 这一刻的到来。 这是海南自由贸易港全岛封关后落地的首个制造业标志性外资项目。这不是简单的设备更替，也不 仅是一场产业升级，而是寓意深刻的开放升级。 西门子能源为何再次选择海南，扎根洋浦? 答案，写在30年的光阴里。从一个成功的燃机合作项目，到一个不断发展的产业园——洋浦中德产 业园，再到一个成功落地的大学——海南比勒费尔德应用科学大学，信任和信心，在年复一年的稳定运 行中累积。而共赢，是最强的黏合剂——西门子能源赢得了广阔的 ...

Core Viewpoint - The establishment of Hainan Free Trade Port marks a significant step in China's high-level opening-up strategy, signaling the country's commitment to deepening openness and improving the institutional environment for foreign investment amidst rising global trade tensions and protectionism [1][4]. Group 1: Implementation of Hainan Free Trade Port - On December 18, Hainan Free Trade Port officially commenced operations, with the first batch of goods benefiting from "zero tariffs" and other special measures successfully entering the market [2]. - The new regulatory model of "first line open, second line controlled" was implemented, allowing for significant cost savings for businesses, exemplified by a ship carrying 179,000 tons of petrochemical raw materials that saved nearly 10 million yuan in import costs [2]. - Siemens Energy inaugurated a gas turbine assembly base in Hainan, marking the first major foreign investment project post-closure, highlighting the port's appeal for manufacturing and investment [2][10]. Group 2: Long-term Benefits and Policy Framework - The closure is designed to create a clearer and more predictable regulatory environment, facilitating higher levels of openness while managing risks effectively [3]. - The "zero tariff" policy has expanded significantly, increasing the number of zero-tariff items from over 1,900 to more than 6,600, raising the overall zero-tariff level from 21% to 74%, which is expected to save import equipment companies about 20% in tax costs [6][7]. - The "processing value-added 30% tax exemption" policy allows eligible enterprises to import raw materials, process them in Hainan, and sell them to the mainland without incurring import duties, resulting in significant tax savings [6]. Group 3: Investment and Talent Attraction - The low corporate tax rate of 15% for encouraged industries has attracted nearly 4,300 enterprises to benefit from this policy, leading to a significant influx of talent and capital into Hainan [7]. - The personal income tax policy provides exemptions for high-end and scarce talent, further enhancing Hainan's attractiveness as a destination for skilled professionals [7]. - Over the past five years, Hainan has seen the establishment of 8,089 foreign-invested enterprises, with actual foreign investment reaching 102.5 billion yuan, indicating its growing status as a global investment hotspot [11]. Group 4: Future Development and Digital Economy - The Hainan Free Trade Port is expected to enter an "industry carrying" phase, focusing on developing tourism, modern services, high-tech industries, and tropical agriculture, supported by a comprehensive industrial framework [12]. - Significant investments in digital infrastructure, including international submarine cables and data centers, are being made to support the growth of the digital economy and new computing power industries [13]. - The integration of policies and industry direction is anticipated to create a multi-layered attraction for enterprises, capital, and residents, with the potential for replicable and scalable institutional experiences beyond Hainan [13].

证券日报网讯12月18日，福鞍股份（603315）在互动平台回答投资者提问时表示，公司生产的燃气轮机 发电机组的产品主要有燃兼压缸、透平缸、排气缸外缸等。此外，公司通过子公司对外投资设立的合资 公司已于近日完成工商设立登记。该合资公司主营业务为50MW以下中小型燃气轮机的研发、制造与销 售，现阶段主要产品为4MW和10MW两种机型。 ...