项目储备稳步扩大、支撑更有力。紧盯国家政策导向和资金投向，聚焦构建"5512"现代产业体系，抓早 抓紧谋划储备一批打基础、利长远、增后劲的重大项目。截至目前，全市共谋划"十五五"项目1800余 个，总投资约1.1万亿元。组织专业力量发挥智库外脑作用，着力提升谋划储备质效，筛选成熟度高、 可行性强的优质项目积极争取政策支持。全年累计下达超长期特别国债资金6.33亿元、支持28个项目建 设，争取中央预算内资金10.2亿元、支持50个项目建设，发行地方政府专项债券33.27亿元、支持56个项 目建设。 要素保障精准赋能、服务更高效。持续深化重大项目要素保障协调机制，全方位提升保障能力。强化资 金供给，积极搭建银企对接平台，通过社会资本、银行融资、向上争取资金等方式，全力保障项目资金 需求。统筹土地资源，定期梳理用地需求，加快重点项目用地组卷报批，进一步压缩用地审批时限。同 步做好用能用电用水等其他保障，为项目建设提供全流程要素支撑，以高频次调度、常态化调研为抓 手，全力推动项目建设各项工作落地见效。 拂晓新闻网--拂晓报讯（记者 朱瑞兵）记者从市政府新闻办日前召开的新闻发布会上获悉，2025年，市 发展改革委紧扣抓 ...

Group 1 - The company, Haishang Pharmaceutical (002099.SZ), confirmed that it currently does not have any assets related to hydrogen energy or lithium resources [1]

英国《自然》杂志17日刊载的一份研究报告说，氢排放会间接加剧全球变暖，1990年至2020年累积的氢排放为工业化后的全球平均气温上升"贡 献"了0.02摄氏度。研究人员认为，应关注氢排放的影响，确保氢作为清洁能源发挥作用。 研究人员指出，氢排放对全球变暖产生的间接影响会减少用氢能源替代化石能源带来的益处，"我们需要对全球氢循环以及它与全球变暖之间的关 联进行更深入了解"。 国际组织"全球碳计划"开展的这项研究发现，氢气间接加剧全球变暖的主要原因是它会消耗大气中能够分解温室气体甲烷的天然净化物质。 这是2024年3月24日拍摄的新西兰南岛西海岸福克斯冰川一隅。新华社发（杨柳摄） 研究人员说，大气中的氢气越多，这类天然净化物质就越少，从而延长甲烷在大气中的留存时间，加剧升温。此外，氢气与这些天然净化物质的 反应还会生成臭氧、水蒸气等温室气体，进一步助推全球变暖。 研究人员发现，1990年至2020年间，全球氢气排放量的增加主要源于人类活动。氢排放的主要来源是甲烷等化合物的分解，而甲烷在大气中的快 速增加源于化石燃料的使用、农业生产以及垃圾填埋等活动。 据研究人员估算，自1990年以来，甲烷等化合物分解产生的氢气年 ...

每经AI快讯，有投资者在投资者互动平台提问：请问贵司氢能源和发动机是否已经应用于航天航空领 域？ （文章来源：每日经济新闻） 潍柴动力（000338.SZ）12月9日在投资者互动平台表示，目前公司氢能源和发动机产品没有在航天航空 领域应用。 ...

Group 1 - The 2025 Boao Forum for Entrepreneurs is being held from December 2 to 5 in Boao, Hainan, focusing on the theme "Linking the World, Leading the Future: New Opportunities in the 14th Five-Year Plan" [3] - The International Organization for Standardization (ISO) emphasizes the importance of brand economy, noting that 20% of world-renowned brands hold 80% of market share, indicating a shift towards a brand-driven economy [1] - The ISO's brand evaluation technical committee will support sustainable development through brand economy, focusing on four key areas to cultivate world-renowned brands [1] Group 2 - In the renewable energy sector, there is a focus on developing world-renowned brands in wind, hydro, solar, and hydrogen energy industries to meet socio-economic needs and protect underground resources [1] - The circular economy is highlighted with successful innovations in the bamboo industry in Fujian, which has developed new building materials that replace wood, plastic, and steel, contributing to ecological wealth preservation [1] - The health and wellness sector is set to establish an international development platform with the approval of a natural plant health industry brand center in Nanyang, Henan, aiming to promote traditional Chinese medicine globally [2] Group 3 - The food safety sector aims to establish a food safety standard system and address hunger issues, with a focus on "food as medicine" culinary practices to ensure consumer safety and enhance life expectancy [2] - The role of entrepreneurs as core creators of world brands and media as key communicators is emphasized, with a call for collaboration to develop a scientific and fair brand evaluation standard system [2]

Core Viewpoint - ST Hongda (formerly stock code: 002002) officially delisted from A-shares on January 18, 2024, after its stock price fell below the par value of 1 yuan for 20 consecutive trading days, marking the end of its journey in the A-share market [1][4]. Group 1: Company Background - Hongda Xinye, originally Jiangsu Qionghua, was listed on the Shenzhen Stock Exchange on June 25, 2004, and was once a "star stock" in the market, primarily engaged in the production of PVC sheets and boards [3]. - After Guangdong Hongda Xinye Group took over in 2011, the company rebranded and shifted focus to hydrogen energy and new materials, claiming to have built China's first civilian liquid hydrogen plant [4]. Group 2: Financial and Operational Issues - The company faced severe financial difficulties starting around 2021, with the controlling shareholder experiencing a debt crisis that led to significant defaults and litigation, severely impacting the company's liquidity and operations [4][6]. - In September 2023, the company was investigated by the China Securities Regulatory Commission (CSRC) for suspected violations of information disclosure laws, leading to a collapse in market confidence and a series of trading halts [5][6]. Group 3: Delisting and Aftermath - Following its delisting, Hongda Xinye's stock price continued to plummet, experiencing 36 consecutive trading halts, dropping from 0.58 yuan to a low of 0.12 yuan [1][6]. - In March 2025, nearly a year after delisting, the Jiangsu Securities Regulatory Bureau issued a notice revealing that the company had inflated its revenue by 3.505 billion yuan and profits by 4.078 billion yuan from 2020 to 2023, with severe financial misconduct [6][8]. Group 4: Regulatory Actions and Market Implications - The regulatory authorities imposed fines totaling 57.8 million yuan on Hongda Xinye and eight executives, with the actual controller facing a lifetime ban from the securities market [8]. - The case highlights the ongoing reforms in the A-share delisting system, with 46 companies delisted in 2023 and an increasing focus on diverse delisting types, including those related to financial misconduct [8][12].

Market Overview - A-shares experienced a rally followed by a pullback, with the Shanghai Composite Index breaking through 4000 points for the first time in 10 years before adjusting [1] - Daily trading volume exceeded 2 trillion yuan, with weekly trading volume surpassing 10 trillion yuan [1] - Margin trading saw significant increases, with over 41.3 billion yuan added, bringing the total margin balance to a historical high of 2.48 trillion yuan [1] Sector Performance - The electronics sector received over 9 billion yuan in net financing, while power equipment and communications sectors saw net inflows of over 6.3 billion yuan and 5 billion yuan, respectively [1] - Major inflows were noted in the power equipment sector, with over 49.5 billion yuan in net inflows from institutional investors, while the electronics sector experienced a net outflow of over 16.2 billion yuan [1] - The forestry sector surged, with the index rising over 48% to reach a 6.5-year high, driven by the publication of the "15th Five-Year Plan" [2] Policy Impact - The "15th Five-Year Plan" emphasizes green development, aiming for carbon neutrality and ecological safety, which has positively influenced market sentiment [2] - The new energy sector saw a broad rally, with various sub-sectors like energy storage and hydrogen energy reaching historical highs [2] - Key sectors highlighted for investment include communication infrastructure, semiconductor manufacturing, and industrial software, driven by policy support [3]

Core Insights - The global energy landscape is undergoing profound changes driven by the "dual carbon" goals, leading to significant opportunities for transformation and green development [1] Group 1: Event Overview - The 14th China International Patent Technology and Product Trading Fair was held from October 13 to 15 in Dalian, focusing on showcasing patent technologies in the energy and petrochemical sectors [1] - The event aimed to create a high-level platform for the display and exchange of patent technologies, promoting the integration of innovative achievements with industrial resources and financial capital [1] Group 2: Key Themes and Objectives - The energy and petrochemical special roadshow emphasized "energy security" and "green transformation," serving as an important practice for the efficient integration of innovative technologies, capital, and markets [2] - The event showcased advanced technologies and innovative projects in areas such as fuel cells, hydrogen energy, composite coatings, and sodium-ion batteries [2] Group 3: Project Signings and Collaborations - Two projects were signed on-site, including a knowledge property analysis and transformation service project between Dalian West Pacific Petrochemical Co., Ltd. and Dalian Zhigao Patent Office [2] - Another project involved the production of key core materials for flow batteries and fuel cells, signed between Zhongke Energy Materials Technology (Dalian) Co., Ltd. and Liaoning Xinde New Materials Technology Group Co., Ltd. [2] Group 4: Industry Development Goals - The roadshow provided a platform for energy and chemical enterprises to deepen cooperation, promoting the high-end, intelligent, and green development of the local energy and chemical industry [2]

Core Viewpoint - The company emphasizes that renewable energy remains a priority direction for its business development, focusing on hydrogen energy, solar thermal storage, and air storage [1] Group 1: Business Development - The company is leveraging its existing technological reserves to explore various projects in the fields of hydrogen energy, solar thermal storage, and air storage [1] - The company has undertaken several design and general contracting tasks for projects in these areas [1] Group 2: Project Involvement - In the solar thermal storage sector, the company has secured the general contracting project for the thermal transmission and storage system of the 50MW solar thermal power station by China General Nuclear Power Group in Delingha [1] - In the hydrogen and air storage sectors, the company is involved in projects such as the Qingdao Hydrogen Energy Resource Base project by Sinopec and the national demonstration project for compressed air energy storage in Jintan [1] Group 3: Future Opportunities - The company plans to actively monitor business opportunities in related fields, considering factors such as policy guidance, project demonstration effects, and profitability [1]

Core Insights - The article highlights the identification of undervalued stocks in the popular new energy sector, focusing on solid-state batteries, energy storage, perovskite batteries, controllable nuclear fusion, sodium batteries, and hydrogen energy [1] Summary by Categories Stock Selection Criteria - The selection criteria for the stocks include: 1. Net cash flow from operating activities exceeding 100 million yuan in the first half of 2025 2. Achieving profitability in the first half of 2025 with a year-on-year increase in net profit 3. A rolling price-to-earnings (PE) ratio below 40 as of September 24 [1] Performance Metrics - A total of 26 stocks qualified based on the criteria - Among these, 3 stocks have doubled in value this year: Sunshine Power, Nuwei Co., and Dayang Motor [1] - 6 stocks have a PE ratio below 15, which are: Satellite Chemical, Jiahu Energy, Jiuli Special Materials, Hengdian East Magnetic, Batian Co., and Yutong Bus [1]