（原标题：泰国将数据中心纳入清洁能源试点计划） ERC秘书长Poonpat表示，本月晚些时候，数据中心运营商将获得关于这 项直接电力购买协议的详细信息，包括电价和交易规则。该协议将在下个月获 得能源政策管理委员会的批准后于12月正式实施。参与直接公共采购协议的各 方必须是获得了投资促进委员会批准的投资激励措施的数据中心运营商。 泰国政府计划先在试点项目中直接实施这种PPA机制，运行几年后再将其推广 到其他行业，包括印刷电路板、电子产业以及电动汽车领域。这些行业在运营 过程中都需要依赖清洁能源。 当局迫切希望推出这项试点性的直接电力购买协议计划，因为该计划有助 于电力公司与客户之间开展贸易活动，而这一点对于那些考虑在泰国投资建设 数据中心的投资者来说至关重要。 在该国，可再生能源领域的点对点电力交易仍然被禁止；不过，在直接签 订购电协议的情况下，电力生产商可以直接将电力出售给买家。 据曼谷邮报10月10日报道,根据泰国能源监管委员会的说法，那些渴望将 业务扩展到泰国的外国数据中心运营商，可以从今年12月开始，通过该国直接 电力采购协议（PPA）计划购买清洁能源。 ...

问及这是否代表了跨境资本新范式的形成，Rich Nuzum表示，希望能重启中美在风险投资和科研领域 的合作，"过去五年这种联系削弱，对双方乃至全球都不利。"他表示，全球化和自由贸易在过去 50 年 让世界一半人口脱贫，但仍有约 10% 的人口未受惠。如果能改善国际关系与贸易合作，将有助于其他 欠发达地区获得电力、清洁水源和教育资源。 在市场波动与政策不确定性加剧的背景下，投资者正重新审视"安全"与"成长"的平衡。黄金的避险逻辑 再度被强化，而人工智能的浪潮仍在重塑估值体系。与此同时，美国政府关门的阴影与地缘政治摩擦， 也让全球资产配置变得更复杂。 富兰克林邓普顿投资解决方案 （FTIS） 于 1996 年推出首个策略，截至 2025 年 6 月，管理着 930 亿美 元的资产。 附对话实录： 专题：2025年格林威治经济论坛 文/康路 发自格林威治 2025年格林威治经济论坛（Greenwich Economic Forum）期间，富兰克林邓普顿（Franklin Templeton） OCIO业务主管 Rich Nuzum表示，美国政府关门在短期内尚未对市场造成扰动，但一旦关门时间过长， 企业、创业者和个人 ...

华夏行业景气混合A（003567）成立日期2017年2月4日，最新规模72.61亿。今年以来收益59.07%，同 类排名757/8238；近一年收益71.16%，同类排名479/8082；成立以来收益388.19%。 10月9日，和远气体涨5.22%，截至发稿，报37.28元/股，成交8313.31万元，换手率1.43%，总市值78.96 亿元。 资料显示，湖北和远气体股份有限公司位于湖北省宜昌市伍家岗区伍临路33号鑫鼎大厦3楼，成立日期 2003年11月20日，上市日期2020年1月13日，公司主营业务涉及各类气体产品的研发、生产、销售、服 务以及工业尾气回收循环利用。主营业务收入构成为：大宗气体49.40%，工业级化学品30.51%，清洁 能源12.30%，其他项目3.79%，电子特气及电子化学品3.32%，尾气回收0.68%。 从和远气体十大流通股东角度 数据显示，华夏基金旗下1只基金位居和远气体十大流通股东。华夏行业景气混合A（003567）二季度 增持114.23万股，持有股数480.37万股，占流通股的比例为2.98%。根据测算，今日浮盈赚取约888.69万 元。 华夏招鑫鸿瑞混合A（018730 ...

"十四五"期间，青海清洁能源与新能源装机占比分别达到94%和72%；同时积极融入国家"东数西算"战略和"一体化算力网"建设，发布了5项绿色算力地 方标准。截至今年8月，青海在建已建数据中心标准机架19万架、算力规模1.7万P。 作为全国五大牧区之一，青海农牧业绿色有机优势明显。"十四五"以来，青海大力发展冷凉蔬菜和冷水鱼产业，湟中国家级高原冷凉蔬菜产业园、龙羊 峡三文鱼产业科技园等重大平台建成投用，越来越多的青海特色农畜产品走出高原。 央视网消息（新闻联播）："十四五"期间，青海因地制宜，着力培育具有当地特色的现代化产业体系，高质量发展迈出坚实步伐。 走进柴达木盆地，察尔汗盐湖的盐田上，5G采盐船忙碌穿梭，这里是全国最大的钾肥生产基地。"十四五"以来，青海加快世界级盐湖产业基地建设， 目前已基本形成"钾、钠、镁、锂、氯"五大产业集群，钾肥总产量占全国77%。 ...

Group 1: Tibet's Development Initiatives - During the "14th Five-Year Plan" period, Tibet has increased investment to strengthen ecological security and promote the construction of a natural protection system centered on national parks, integrating the protection and management of various natural resources [3] - By August 2025, Tibet's installed power capacity will exceed 32.5 million kilowatts, with over 99% of the power generated from clean energy sources [3] Group 2: Tourism and Cultural Industry Growth in Tibet - Tibet plans to develop international ecological tourism zones in Lhasa and Linzhi, with an expected 72 million tourists and a cultural industry output value of 12 billion yuan by 2025 [5] Group 3: Shaanxi's Technological Advancements - Shaanxi has implemented reforms to enhance the transformation of scientific and technological achievements, resulting in 110,000 achievements being recorded and 46,000 being transferred and transformed, with a technical contract transaction volume exceeding 480 billion yuan [7] Group 4: Industrial Innovation in Shaanxi - Shaanxi is rapidly constructing a modern industrial system represented by trillion-yuan industry clusters, with global leadership in titanium processing, monocrystalline silicon production, and heavy-duty truck transmissions [9] - The province's photovoltaic cell conversion efficiency has repeatedly broken world records, and the annual production of new energy vehicles is nearly 1.2 million [9]

Core Viewpoint - The stock price of Huan Yuan Gas has experienced significant growth this year, with a year-to-date increase of 92.78% and notable short-term gains, indicating strong market interest and potential investment opportunities [2]. Group 1: Stock Performance - As of September 30, Huan Yuan Gas's stock price was 35.76 CNY per share, down 2.03% during the trading session [1]. - The stock has seen a 13.96% increase over the last five trading days, a 38.02% increase over the last 20 days, and a 59.29% increase over the last 60 days [2]. - The company has appeared on the stock market's "Dragon and Tiger List" once this year, with the most recent appearance on September 8 [2]. Group 2: Financial Performance - For the first half of 2025, Huan Yuan Gas reported revenue of 806 million CNY, representing a year-on-year growth of 4.36%, and a net profit attributable to shareholders of 49.17 million CNY, up 12.43% year-on-year [2]. - The company has distributed a total of 106 million CNY in dividends since its A-share listing, with 58.25 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 20, the number of shareholders for Huan Yuan Gas was 9,208, an increase of 2.06% from the previous period, while the average circulating shares per person decreased by 2.02% to 17,485 shares [2]. - Among the top ten circulating shareholders, Huaxia Industry Prosperity Mixed Fund (003567) holds 4.80 million shares, an increase of 1.14 million shares compared to the previous period [3]. Group 4: Business Overview - Huan Yuan Gas, established on November 20, 2003, and listed on January 13, 2020, is based in Yichang, Hubei Province, and specializes in the research, production, sales, and service of various gas products, as well as industrial waste gas recovery and recycling [2]. - The company's revenue composition includes bulk gases (49.40%), industrial-grade chemicals (30.51%), clean energy (12.30%), other projects (3.79%), electronic special gases and chemicals (3.32%), and waste gas recovery (0.68%) [2].

格隆汇9月29日丨湖北能源(000883.SZ)公布，为发挥地方政府与企业各自产业优势和资源禀赋，保障能 源安全稳定供应，推动双方互利互惠与共同发展，2025年9月29日，公司与襄阳市人民政府（简称襄阳 市政府、甲方）本着平等互利、合作共赢的原则，签署了《深化合作协议》。"十五五"期间，乙方计划 将在襄阳市清洁能源及产业链上下游投资267亿元，建设一批风光火储及综合能源项目。 1.建设南漳张家坪抽水蓄能电站项目：项目计划总投资108亿元，装机容量180万千瓦，公司于2024年2 月7日完成投资决策。2024年主体工程开工建设，目前项目建设正在有序推进中。项目投产后，将优化 襄阳电力结构，助力襄阳国家碳达峰试点城市建设。 2.建设宜城电厂二期项目：推动宜城电厂二期200万千瓦容量指标纳规并建成投运，助力提升襄阳能源 安全保障能力，为襄阳都市圈高质量发展注入强劲能源动力。 3.建设新能源百万千瓦基地项目：充分依托公司与宜城市、南漳县、襄州区等县（市、区）重大合作项 目，新增配置200万千瓦新能源项目建设指标，打造"风光水火储"多能互补大型能源基地，并探索绿电 就近消纳，通过绿电直连的模式助力地方重大产业落地。 4 ...

Core Viewpoint - Sumeida shares increased by 5.3% on September 26, reaching 10.33 CNY per share, with a trading volume of 270 million CNY and a turnover rate of 2.04%, resulting in a total market capitalization of 13.499 billion CNY [1] Company Overview - Sumeida Co., Ltd. is located at 198 Changjiang Road, Nanjing, Jiangsu Province, established on June 24, 1996, and listed on July 1, 1996. The company operates in two main business segments: industrial chain and supply chain [2] - The industrial chain includes sectors such as consumer goods and environmental protection, with key products/services including textiles, home power products (garden machinery, cleaning machinery, gasoline generators), environmental engineering (wastewater treatment, waste management, soil remediation, kitchen waste treatment, biodegradable plastics), clean energy (photovoltaic products, engineering, operation and maintenance), and shipbuilding and shipping [2] - The supply chain focuses on integrated services for bulk commodity operations and the import of mechanical and electrical equipment. The revenue composition is as follows: supply chain 71.59%, industrial chain 28.20%, with advanced manufacturing at 11.86%, consumer goods at 8.65%, and various other categories contributing to the overall revenue [2] Fund Holdings - According to data from the top ten holdings of funds, one fund under Jiashi Fund has a significant position in Sumeida. The Jiashi CSI 1000 Index Enhanced Initiation A (016776) held 26,700 shares in the second quarter, accounting for 0.96% of the fund's net value, ranking as the ninth largest holding. The estimated floating profit for today is approximately 13,900 CNY [3] - The Jiashi CSI 1000 Index Enhanced Initiation A (016776) was established on December 6, 2022, with a current scale of 18.9085 million CNY. Year-to-date returns are 33.57%, ranking 1582 out of 4220 in its category; the one-year return is 58.8%, ranking 1459 out of 3824; and since inception, the return is 25.29% [3]

Core Viewpoint - Sumeida's stock price has shown a positive trend with a year-to-date increase of 12.08%, despite a recent decline over the past 20 days [2] Group 1: Stock Performance - On September 26, Sumeida's stock rose by 2.04%, reaching a price of 10.01 yuan per share, with a trading volume of 31.63 million yuan and a turnover rate of 0.24%, resulting in a total market capitalization of 13.08 billion yuan [1] - The stock has experienced a 2.25% increase over the last five trading days and a 4.71% increase over the last 60 days [2] Group 2: Company Overview - Sumeida, established on June 24, 1996, and listed on July 1, 1996, is located in Nanjing, Jiangsu Province. The company operates in two main business segments: industrial chain and supply chain [3] - The industrial chain includes sectors such as consumer goods and environmental protection, with key products/services including textiles, home power products, environmental engineering, clean energy, and shipbuilding [3] - The supply chain segment focuses on integrated services for bulk commodity operations and the import of mechanical and electrical equipment [3] Group 3: Financial Performance - For the first half of 2025, Sumeida reported a revenue of 55.10 billion yuan, a year-on-year decrease of 1.48%, while the net profit attributable to shareholders was 646 million yuan, reflecting a year-on-year increase of 13.22% [4] - The company has distributed a total of 2.47 billion yuan in dividends since its A-share listing, with 1.30 billion yuan distributed over the past three years [5] Group 4: Shareholder Information - As of June 30, 2025, Sumeida had 39,000 shareholders, a decrease of 2.54% from the previous period, with an average of 33,524 circulating shares per shareholder, an increase of 2.60% [4] - Hong Kong Central Clearing Limited is the third-largest circulating shareholder, holding 56.58 million shares, a decrease of 1.69 million shares from the previous period [5]

Core Viewpoint - The stock of Huan Yuan Gas increased by 5.07% on September 25, reaching a price of 36.27 CNY per share, with a trading volume of 235 million CNY and a turnover rate of 4.13%, resulting in a total market capitalization of 7.661 billion CNY [1] Company Overview - Huan Yuan Gas Co., Ltd. is located in Yichang City, Hubei Province, and was established on November 20, 2003, with its listing date on January 13, 2020. The company specializes in the research, production, sales, and services of various gas products, as well as the recycling and utilization of industrial waste gas [1] - The revenue composition of Huan Yuan Gas includes: bulk gases 49.40%, industrial-grade chemicals 30.51%, clean energy 12.30%, other projects 3.79%, electronic specialty gases and electronic chemicals 3.32%, and waste gas recovery 0.68% [1] Shareholder Information - Among the top ten circulating shareholders of Huan Yuan Gas, one fund from Huaxia Fund, Huaxia Industry Prosperity Mixed Fund (003567), increased its holdings by 1.1423 million shares in the second quarter, holding a total of 4.8037 million shares, which accounts for 2.98% of the circulating shares. The estimated floating profit today is approximately 8.4065 million CNY [2] - Huaxia Industry Prosperity Mixed Fund (003567) was established on February 4, 2017, with a latest scale of 7.261 billion CNY. Year-to-date return is 59.33%, ranking 665 out of 8173 in its category; the one-year return is 105.64%, ranking 433 out of 8003; and since inception, the return is 389% [2] Fund Manager Information - The fund manager of Huaxia Industry Prosperity Mixed Fund (003567) is Zhong Shuai, who has been in the position for 5 years and 61 days. The total asset scale of the fund is 8.253 billion CNY, with the best fund return during his tenure being 181.19% and the worst being 14.47% [3] Fund Holdings - Huaxia Fund's Huaxia Zhao Xin Hong Rui Mixed A Fund (018730) also holds Huan Yuan Gas as a significant position, with 451,100 shares held in the second quarter, accounting for 5.59% of the fund's net value. The estimated floating profit today is approximately 789,400 CNY [4] - Huaxia Zhao Xin Hong Rui Mixed A Fund (018730) was established on January 16, 2024, with a latest scale of 100 million CNY. Year-to-date return is 57.86%, ranking 750 out of 8173 in its category; the one-year return is 121.36%, ranking 271 out of 8003; and since inception, the return is 109.36% [4]