格隆汇交易学苑 . 以下文章来源于格隆汇交易学苑 ，作者格隆汇小编 同期美元指数最高到最低是贬值了 1.8% ，也就是人民币这波基本上是市场的 beta 因素。当然，如果不是这三天 美元指数持续大跌，人民币的升值幅度是显著高于美元指数的下跌幅度的。因此，总的来说，这波人民币升值，还 是有一点点我们自身因素。 这个自身因素有人归因于年尾结汇，我们出口那么多，积累了那么大的顺差，企业结汇，令人民币升值，另外货币 政策上，我们的央行迟迟没有进一步降息，也可能是因素之一。 不过从这个两个指标的幅度差来说，这个自身因素并不需要过分解读，并没有那么大。 而望向明年的话，美元指数大概率很难强，震荡中往下的可能性更大，也就是， 2026 年可能依然是一个有利于 人民币升值的 beta 市场。 以基本面为基础，专注于趋势交易 国庆回来后，人民币经历了一轮持续的升值，以离岸为例，从 7.15 升值到了目前的 7 附近，最高到最低升值了 2% 。人民币升值，就类似我们股票涨跌一样，一方面是市场的 beta ，一方面是自身的 alpha 。 人民币的 beta 就是美元指数， alpha 就是中国自身基本面 （包括经济基本面以及央行 ...

Core Viewpoint - Xi Jinping emphasized the importance of maintaining political stability, social stability, ethnic unity, and religious harmony in Tibet during a report from the Tibet Autonomous Region Party Committee and government [1][2][4][5]. Group 1: Political and Social Stability - The need to ensure political stability and social stability in Tibet is paramount [4][5]. - Promoting the awareness of the Chinese national community and enhancing the construction of this community is essential [9]. Group 2: Economic Development - High-quality development should be promoted based on the unique characteristics of Tibet, focusing on highland specialty industries, particularly in agriculture, animal husbandry, and clean energy [16]. - Continuous development of resource processing industries and active promotion of modern service industries are necessary [16]. Group 3: Cultural and Ethnic Integration - There is a call to create a national model area for ethnic unity and progress, promoting the common national language and facilitating exchanges among different ethnic groups [11]. - The importance of integrating Tibetan Buddhism with socialist society is highlighted, along with the need for legal governance of religious affairs [15]. Group 4: Party Leadership - The necessity of adhering to the leadership of the Party and strengthening Party building is emphasized for effective governance in Tibet [19]. - The guiding principle of using Xi Jinping's thoughts on socialism with Chinese characteristics for the new era to unify and inspire all ethnic groups is stressed [19].

Core Viewpoint - Sichuan Province has announced the first batch of pilot zero-carbon industrial parks, aiming to establish them within approximately three years, focusing on replicable and scalable experiences in zero-carbon development [1][2]. Group 1: Pilot Industrial Parks - Four industrial parks have been selected as pilot projects: Yibin High-tech Industrial Park, Yibin Lingang Economic and Technological Development Zone, Sichuan Panzhihua West District Economic Development Zone, and Sichuan Jintang Economic Development Zone [1]. - These parks cover four key areas: resource processing, green high-energy, export-oriented, and dominant industry parks [1]. Group 2: Development Strategies - Yibin High-tech Industrial Park will focus on industries like crystalline silicon photovoltaics and smart manufacturing, aiming to create a pure green electricity supply through smart microgrid projects [2]. - Yibin Lingang Economic and Technological Development Zone will develop a smart carbon system to enhance the green and low-carbon competitiveness of enterprises and products [2]. - Sichuan Panzhihua West District Economic Development Zone will promote clean and efficient energy use and deep decarbonization of production processes [2]. - Sichuan Jintang Economic Development Zone will strengthen the integration with surrounding clean energy sources to establish large-scale conversion and utilization bases [2]. Group 3: Financial Support and Oversight - Provincial industrial development funds will support zero-carbon industrial parks, providing subsidies for qualifying projects that pass inspections [2]. - The government encourages pilot parks to seek local government special bonds for financing zero-carbon construction and promotes market-based support from industrial funds [2]. - The Sichuan Provincial Economic and Information Technology Department requires strict adherence to pilot construction plans and regular progress reporting from relevant local agencies [3].

Core Viewpoint - The establishment of zero-carbon industrial parks in Sichuan is a strategic initiative aimed at reducing carbon emissions and promoting sustainable industrial development, aligning with national "dual carbon" goals [1][2][3]. Group 1: Definition and Importance - Zero-carbon parks are defined as areas where carbon emissions from production and living activities are reduced to "near zero" levels, with the potential to achieve "net zero" conditions [1][2]. - Industrial parks are significant as they are concentrated areas of energy consumption and carbon emissions, presenting substantial potential for transformation [2][3]. Group 2: Construction Pathways - Sichuan's zero-carbon industrial parks will follow a "4+2" construction pathway, which includes four main approaches: large-scale clean energy utilization, green low-carbon industry cultivation, green low-carbon technology support, and smart energy-carbon systems construction, along with two supplementary methods: carbon capture, utilization, and storage, and ecological carbon fixation [1][5][6]. Group 3: Pilot Projects and Characteristics - The first batch of pilot zero-carbon industrial parks includes four locations: Yibin High-tech Industrial Park, Yibin Lingang Economic and Technological Development Zone, Panzhihua West District Economic Development Zone, and Jintang Economic Development Zone, all of which exhibit favorable conditions for green development [1][4]. - These parks are characterized by their strong green development momentum and mature pilot conditions, including access to abundant renewable energy resources and established frameworks for energy consumption and carbon emission monitoring [4][6]. Group 4: Economic and Environmental Impact - The Yibin High-tech Industrial Park, for instance, has a green low-carbon industry value-added ratio of 91.59% and is equipped with a microgrid capable of supplying 1 billion kWh of green electricity annually, significantly reducing carbon emissions by over 900,000 tons each year [4][6]. - The initiative aims to enhance the green competitiveness of industries by centralizing carbon management, thereby reducing individual certification costs and improving the ability to meet international green standards [3][6].