来源：环球网 【环球网财经综合报道】2025年，全球科技竞争进入白热化阶段，以颠覆性技术为核心的"未来产业"正 成为我国经济版图中最耀眼的新星。随着"十五五"规划建议明确提出要培育壮大未来产业，资本市场对 量子科技、具身智能、脑机接口、6G等前沿领域的布局显著加速。数据显示，今年以来，相关领域融 资总额已接近700亿元，核聚变、6G等细分赛道指数涨幅更是超过80%。在政策红利与资金热潮的双重 驱动下，未来产业正加速从"概念验证"迈向"商业落地"，成为引领经济社会变革的先导力量。 多地竞相绘制未来产业"施工图" 未来产业的发展离不开顶层设计的指引与地方政府的积极响应。国家"十五五"规划建议已为未来产业划 定了清晰的蓝图，重点推动量子科技、生物制造、氢能和核聚变能、脑机接口、具身智能、第六代移动 通信等七大领域成为新的经济增长点，并强调要探索多元技术路线、典型应用场景及可行商业模式。 在这一战略指引下，全国各地纷纷结合自身优势，出台了一系列含金量高的扶持政策，竞相抢占发展高 地。北京自去年启动"创赢未来"公开路演活动以来，已累计支持83家潜力企业，推动融资超20亿元，有 效打通了资本与产业的对接渠道。深圳在今年上 ...

中国石化（600028）集团加力提升上市公司市场价值，近期首次举办上市公司投资者联合交流活动，并 启动市值提升专项行动。活动上，相关上市公司披露了氢能布局、新材料研发等热点领域的转型升级发 展路线图，以及通过并购重组"链"上发力、整合资源的计划。 "十四五"时期集团上市公司总市值上涨2200亿元 市值是市场预期的晴雨表。中国石油化工集团有限公司党组成员、总会计师蔡勇介绍，"十四五"时期以 来，集团上市公司总市值上涨2200亿元。 市值的稳步提升，与公司稳健的盈利能力、持续优化的股东回报机制以及主动的市值管理举措紧密相 关。据统计，中国石化上市公司集群年均分红比例超过70%，增持回购金额合计超过200亿元。 其中，集团核心上市平台——中国石化股份作为压舱石，其明确的回报政策为市场注入信心。中国石化 股份公司副总裁、董事会秘书、总法律顾问、首席合规官黄文生介绍，公司已制定《市值管理办法》， 意在将公司内在价值与市场价值更加有效衔接。按照计划，2024年—2026年，公司每年现金分红比例将 不低于当年归母净利润的65%。 石化机械（000852）作为集团唯一的油气装备研发制造与专业技术服务中心。据中石化石油机械股份 ...

2025 年 12 月 23 日 业务结构优化，新产业破局 —中国中车（601766.SH）公司动态研究报告 买入(维持) 投资要点 分析师：尤少炜 S1050525030002 yousw@cfsc.com.cn 铁路装备作为核心主业，受益于干线铁路建设与检修后市场 需求，保持高速增长；新产业聚焦清洁能源装备（风电、储 能等），契合"双碳"战略，成为重要增长极；城轨与现代 服务业务稳步推进，多板块协同形成抗周期能力。2025 年前 三季度，公司实现总营收 1838.65 亿元，同比增长 20.49 %， 实现归母净利润 99.64 亿元，同比上升 37.53%。分业务来看 2025 年上半年公司铁路装备实现收入 597.06 亿元，同比增长 42.21%，主因动车组、货车业务需求旺盛。新产业业务收入 407.33 亿元，同比增长 35.59%，以清洁能源装备为核心增长 极，风电整机及零部件、储能设备、氢能装备等业务快速拓 展，"氢春号"氢能源有轨电车正式运行，"启航号"漂浮 式风机完成并网试运行。城轨与城市基础设施业务收入 174.02 亿元，同比增长 6.27%，主因城轨地铁车辆新造业务 增加。 -30 ...

据了解，"十四五"以来，甘肃省着力打造全国重要的新能源及新能源装备制造基地，持续完善政策供 给，加快建设重大项目，取得"五个转变"的阶段性成果：新能源发电实现"补充电源"到"主体电源"的转 变，装备制造产业实现"串珠成链"到"集群成势"的转变，调节资源实现"煤电支撑"到"多能互补"的转 变，骨干电网实现"单一线性"到"网状互联"的转变，就地消纳实现"探索试点"到"大力推广"的转变。 预计到今年底，甘肃新能源装机规模超过8000万千瓦，是"十三五"末的3.4倍；新能源年发电量超过950 亿千瓦时，是2020年发电量的2.5倍。同时，甘肃打造风电、光伏、光热装备制造三条全产业链，培育 氢能、储能装备制造两个新增长点，2024年新能源及新能源装备制造产业产值达到830亿元，今年有望 突破千亿元。 12月16日，以"风光无限 '绿'动未来——'十五五'新展望"为主题的2025新能源发展大会在甘肃敦煌市开 幕。来自吉林、江苏、福建、四川、陕西、甘肃、青海、新疆等8个省（区）政府部门、企业、高校、 科研机构的业内人士、专家学者齐聚一堂，共话"十四五"新能源发展经验成果，共商未来新能源发展新 机遇，并围绕新型能源体系建设展 ...

Core Insights - Suzhou, in collaboration with Nantong and Yancheng, has been selected for the "Jiangsu Coastal Hydrogen Energy Industry Innovation Collaborative Development Pilot" by the National Energy Administration, marking a significant step in the hydrogen energy sector [1][2] - The pilot aims to integrate regional hydrogen energy resources and explore a new model for cross-regional collaborative development, enhancing the entire hydrogen energy value chain from production to storage, transportation, and utilization [1] - Hydrogen energy is identified as one of the six key future industries in the "14th Five-Year Plan," with Suzhou prioritizing its development through various strategic documents and action plans [1] Industry Development - Suzhou has established a development framework centered around Zhangjiagang and Changshu, creating a comprehensive hydrogen energy industry chain that includes hydrogen production, storage, fuel cell manufacturing, and hydrogen station operations [2] - As of last year, nearly 100 hydrogen energy enterprises have been gathered in Suzhou, with over 30 large-scale companies contributing to an industry output value of approximately 15 billion yuan [2] - Suzhou's hydrogen energy companies are expanding internationally, establishing wholly-owned or joint ventures in countries such as Germany, Singapore, and Brazil, thereby enhancing their global supply chain and competitiveness [2] Future Plans - During the "14th Five-Year" period, Suzhou aims to leverage opportunities in future industry layouts and national hydrogen energy pilot projects, focusing on technological innovation and application expansion [2] - The city plans to accelerate core technology breakthroughs and actively explore new application scenarios to establish a world-class hydrogen technology innovation and equipment manufacturing hub [2]

截至发稿，石化机械市值为67亿元。 （记者 张明双） 2025年1至6月份，石化机械的营业收入构成为：石油机械占比56.52%，油气管道占比17.22%，其他行 业占比14.8%，钻头系列销售占比10.01%，氢能装备占比1.45%。 每经AI快讯，石化机械（SZ 000852，收盘价：7.04元）发布公告称，2025年11月25日，石化机械接受 中银证券等投资者调研，公司董事会秘书王务红，证券事务代表周艳霞参与接待，并回答了投资者提出 的问题。 每经头条（nbdtoutiao）——国开行辟谣的"人民资产"是什么？记者实探：号称投资600元80天赚8万 元！一位投资人的女儿：劝不住她，警察都拦不住 ...

Core Points - Longi Green Energy Technology Co., Ltd. issued the first phase of its 2025 technology innovation green corporate bonds, with a total issuance scale of 1.48 billion yuan and a coupon rate of 2.89% [1][2] - The bonds are categorized as high-growth industry bonds, featuring enhanced information disclosure and special investor protection clauses to ensure investor rights [1] - Longi Green Energy aims to become the world's most valuable solar technology company, focusing on technological innovation and offering a product matrix that supports global zero-carbon development [1] Summary by Sections - **Bond Issuance Details** - The bond issuance scale is 1.48 billion yuan, with a term of 3+2 years and a coupon rate of 2.89% [1] - The bonds are the first green corporate bonds issued by a private enterprise in China [1] - **Investor Protection and Market Features** - Special arrangements have been made for investor protection and information disclosure, highlighting five key features: reliable information disclosure, active market trading, effective market pricing, smooth financing communication, and diverse investor structure [1] - **Company Mission and Business Focus** - Longi Green Energy's mission is to "make good use of sunlight to create a green energy world," with a brand positioning of "stable and reliable, technology-driven" [1] - The company focuses on technological innovation across various business segments, including monocrystalline silicon wafers, battery modules, distributed photovoltaic solutions, ground photovoltaic solutions, and hydrogen equipment [1]

Core Insights - CIMC has transitioned from "scale leadership" to "quality leadership" over the past five years, establishing a solid foundation in technology, industry, capital, and governance to integrate deeply into national strategies and participate in global competition [1] Group 1: Business Transformation and Strategy - CIMC has set "high-end, intelligent, and green" as the core strategy for its transformation and upgrade, focusing on enhancing its influence in the global high-end equipment sector [1] - During the 14th Five-Year Plan, CIMC has solidified its leading position in high-end manufacturing, concentrating on logistics and energy equipment, and has cultivated nine national-level "manufacturing single champion" products [1] - The company has established three national-level smart factories and two fully connected 5G factories, advancing its industrial manufacturing from 3.0 to 4.0 [1] Group 2: Clean Energy Initiatives - Guided by the "dual carbon" goals, CIMC has developed a full industrial chain layout for clean energy, including hydrogen energy, energy storage, LNG, and green methanol [1] - The company has implemented projects such as the co-production of hydrogen from coke oven gas and LNG, and is advancing a bio-green methanol factory, contributing to carbon reduction pathways [1] Group 3: New Business Development - CIMC has achieved significant results in expanding its emerging business, securing a $1.5 billion national first FLNG modification total package order and launching the world's first modular container wind turbine nacelle and ultra-large modular data center projects [2] - The company has leveraged capital market reforms to diversify financing for its subsidiaries, enhancing the synergy between capital and industry, which provides stable funding support for technological research and capacity expansion [2] Group 4: Shareholder Returns and Market Position - CIMC has adhered to the principle of "sharing development results," with cumulative cash dividends exceeding 5 billion yuan over five years and a dividend payout ratio maintained above 30% [2] - The company has established a collaborative repurchase structure between A-shares and H-shares, improved disclosure quality, and strengthened market value management and shareholder communication [2]

Core Insights - Longi Green Energy, a major player in the photovoltaic industry, has finalized its strategic plan to enter the energy storage sector [1] - The acquisition of Suzhou Jingkong Energy Technology Co., Ltd. has been disclosed, marking the transaction's entry into the public announcement phase [1] - Longi Green Energy aims to acquire approximately 61.9998% of the voting rights in Jingkong Energy through equity purchase, capital increase, and voting rights delegation [1] Company Overview - Longi Green Energy was established on February 14, 2000, in Xi'an, Shaanxi Province, and primarily engages in the production of monocrystalline silicon wafers, battery modules, distributed photovoltaic solutions, ground photovoltaic solutions, and hydrogen equipment [1] - Jingkong Energy specializes in lithium-ion battery energy storage systems and has a global presence, covering key regions such as mainland China, Europe, North America, and Australia [1] Market Performance - As of November 14, Longi Green Energy's stock price increased by 2.72%, closing at 21.88 yuan per share, with a total market capitalization of 165.8 billion yuan [2]

Core Viewpoint - Longi Green Energy Technology Co., Ltd. is acquiring approximately 61.9998% of the voting rights in Suzhou Jingkong Energy Technology Co., Ltd., which specializes in lithium-ion battery energy storage systems, indicating a strategic move to enhance its control and capabilities in the energy storage sector [4][5]. Group 1: Acquisition Details - Longi Green Energy signed an agreement to acquire shares and voting rights in Jingkong Energy, aiming to gain significant control over the company [3][4]. - Prior to the transaction, natural persons controlled 44.79% of Jingkong Energy's voting rights, while post-transaction, Longi Green Energy will hold 61.9998% [4][5]. - The acquisition is part of Longi Green Energy's broader strategy to expand its influence in the renewable energy market, particularly in energy storage solutions [4][5]. Group 2: Company Backgrounds - Longi Green Energy, established on February 14, 2000, in Xi'an, Shaanxi Province, is a publicly listed company on the Shanghai Stock Exchange, primarily engaged in monocrystalline silicon wafers, solar cell modules, and hydrogen equipment [4][5]. - Jingkong Energy, founded on September 17, 2015, in Suzhou, Jiangsu Province, focuses on lithium-ion battery energy storage systems and emphasizes self-research in core technologies [5][6]. - Jingkong Energy has recently entered a strategic partnership with Club Solar, an Australian energy company, to deploy a 2GWh residential energy storage system in the Australian market, showcasing its commitment to global market expansion [5][8].