省政府副省长、儋州市委书记 邹广 高质量党建引领海南自贸港"样板间"建设 下一步，儋州将加强基层党员教育管理，对农村党员分期分批开展培训，抓好党员意识教育，推动 党员身份认识。继续推进自贸港先锋行动提质增效，扩大"儋洋党旗红""十大重点党建项目""红链先 锋""红帆领航"等系列品牌影响力。加强干部人才队伍建设，深化人才发展体制机制改革，强化自贸港 建设人才支撑。 2025年，儋州市坚持政治领航，发挥市委领导核心作用，凝聚打造海南自由贸易港"样板间"和高质 量发展第三极的奋进合力。自觉扛起全面从严治党政治责任，不断加强干部队伍建设。扎实推进抓党建 促乡村振兴、基层治理和民生保障，夯实高质量发展基础。持续擦亮"十大重点党建项目"品牌，助力全 岛封关正式启动，集装箱吞吐量增长65.4%，西门子能源海南燃机总装基地落户儋州，自贸港"样板 间"开放活力充分彰显。扎实推进自贸港先锋行动，在石化产业链上开展"红链先锋"，助推6万吨PBST 等新材料项目建成投产，工业引擎作用进一步增强。深化党建引领"直通联办"改革，获评"2025年第八 届政务服务博览会政务热线助力宜商环境十佳案例"。 ...

证券代码：300775 证券简称：三角防务 债券代码：123114 债券简称：三角转债 西安三角防务股份有限公司 投资者关系活动记录表 编号：2026-001 投资者关 系活动 类别 ☑ 特定对象调研 □分析师会议 □媒体采访 □ 业绩说明会 □路演活动 □现场参观 □ 其他 参与单位 名称及人 员姓名 招商证券、诚通基金、幸福人寿、正圆投资、金百镕投资、大牛 投资、银叶投资 时间 2026年2月2日 地点 三角防务公司会议室 接待人员 三角防务董事会秘书 杨伟杰 投资者关 系活动主 要内容介 绍 座谈交流 公司董事会秘书杨伟杰从公司的发展历程、主营业务及市场 等方面进行简要介绍，使投资者更加清晰的了解公司的整体情 况。 Q1.请问目前公司总体经营情况如何？ 2025年前三季度公司营业收入12.47亿元，同比下降8.51%， 归属于上市公司股东净利润3.75亿元，同比增加25.64%。 公司2025年度在巩固原有市场份额的同时，积极开拓海外及 新兴领域市场。全年经营情况以2025年年报披露为准。 Q2.请问公司在新一年业务中会有哪些增长点？ 2025年11月公司与西门子能源公司签署《燃机项目开发协议》 及《框 ...

搜狐号@深圳真北咨询 当机遇来临时 最可悲的不是没有能力抓住 而是根本没有意识到它的价值 深圳真北咨询 ■ 本科硕士学历提升 ■ 考研复试/调剂 名校博士申请 在能源变革奔涌向前的时代浪潮中，数字化与智能化正重塑电力系统的未来，也成为培育新质生产力的关键引擎。作为中央直接管理的国有特大型能源企 业，中国大唐集团有限公司勇立潮头，以打造"绿色低碳、多能互补、高效协同、数字智慧"的世界一流能源供应商为目标，不仅将数据治理深植转型核心， 更视人才为驱动创新的根本动力。 现中国大唐集团2026届校园招聘全面启航，诚邀怀揣梦想的高校毕业生，以智慧与热情共同绘制新型电力系统的宏伟蓝图。今天深圳真北咨询为大家分享中 国大唐集团2026届校园招聘的应聘指南！ 面向未来，中国大唐立足新发展阶段，贯彻新发展理念，融入新发展格局，服务"碳达峰""碳中和"目标，以构建新型能源体系、新型电力系统的新作为、新 担当，为以中国式现代化全面推进强国建设、民族复兴伟业贡献大唐力量。 企业概况： 壹 中国大唐集团有限公司成立于2002年12月29日，是中央直接管理的国有特大型能源企业，注册资本金370亿元，主要业务覆盖电力、煤炭煤化工、金融、环 ...

海南自贸港2025年实际使用外资同比增近两成 中新网海口1月28日电 (记者 王子谦)海南省商务厅副厅长张跃强28日在2026年海南省两会"自贸港建设 和经济社会发展"专场新闻发布会上披露，2025年海南自贸港双向投资实现量质齐升，其中全年实际使 用外资251亿元人民币，同比增长19.9%。 从西门子能源、太古可口可乐等标志性外资项目落地，到首家外商独资医院营业，2025年海南利用外资 逆势上扬。 "十四五"期间，随着海南自贸港建设不断推进，海南经济外向度显著提升。海南省政府工作报告显 示，"十四五"海南实际使用外资年均增长16.7%，累计吸引180个国家和地区投资。 2025年12月18日，海南自贸港正式启动全岛封关后首个制造业标志性外资项目——西门子能源(海 南)有限公司在洋浦经济开发区成立，并同步开工建设燃机总装基地及服务中心。 中新网记者 骆云飞 摄 据悉，今年海南将争取扩大外商投资准入，推动出台优化市场准入环境若干措施。健全外资企业圆桌会 议制度和投诉工作机制，推动外资项目全生命周期服务保障，实际使用外资增长目标为10%。 为营造良好的营商环境，海南今年将开展优化涉外服务提升国际化营商环境行动，完善 ...

享惠主体不断增多 在此过程中 海南自贸港全岛封关运作 已满一个月 首月运行平稳有序 关键政策相继落地 制度创新红利逐步释放 外界持续关注海南自贸港封关 能给世界带来什么 对于这个问题 不妨从"外企""外资"和"外国人"的 角度一探究竟 外企产品进入中国市场 更便捷高效 在经济全球化遭遇逆风、贸易保护主义回潮之际，中国着力将海南自贸港打造成引领新时代对外开放的重要门户，通过制度集成创新推动国内 国际双循环，这不仅为全球经济注入新动能，也给跨国企业带来利好。 海南自贸港封关运作后，"零关税"政策升级，所覆盖商品税目比例由21%提高至74%，在岛内享惠主体之间可以免进口税收流通，加工增值达 到30%可免关税销往内地 。这降低了企业的采购成本，也增强其采购海外商品的意愿。 与此同时，海南自贸港对标《全面与进步跨太平洋伙伴关系协定》（CPTPP）和《区域全面经济伙伴关系协定》（RCEP）等国际高标准经贸 协定，出台《海南自由贸易港外商投资条例》，以立法形式保障外商投资权益，优化外商投资服务，打造透明、稳定、可预期的投资营商环 境。 ▲1月10日拍摄的海南三亚国际免税城（无人机照片）。新华社记者郭程 摄 海关监管模式创新 ...

CPU - The demand for CPUs is driven by the need for incremental CPUs, particularly from Agentic AI, which requires external CPUs that are not influenced by GPU ratios [1] - Supply-side constraints include TSMC's tight capacity, prioritizing AI chip production, and limited availability of general semiconductor equipment and materials, which indirectly affects CPU manufacturers' capacity [1] 燃机 - A certain HRSG company has indicated that industry trends are established, and prices have been consistently increasing, aligning with previous discussions on price increase logic [3] - SemiAnalysis has repeatedly highlighted the potential of gas turbines, indicating a positive outlook for the gas turbine and HRSG combination [3] Supercomputing - xAI announced the operation of the Colossus 2 supercomputing cluster, the world's first GW training cluster, with plans to upgrade to 1.5GW in April [4] - The rapid construction of xAI's supercomputing clusters is attributed to their reliance on onsite gas power generation, bypassing traditional grid dependencies, a method now being emulated by OpenAI and Oracle [6] Liquid Cooling - Recent discussions highlighted that liquid cooling has significant orders from domestic manufacturers, with specific procurement guidance from major domestic companies [7] Industry Updates - A Shenzhen cold plate company, previously a subcontractor for Cooler Master, has received new intention orders from Cooler Master after the New Year [8]

邓永康 民生证券电新首席: 各位投资者大家早上好，我是国联民生电信的邓永康，在线还有我们组的李佳。那今天早 上，就是花点时间给大家汇报一下，就是国网的 15 规划，然后还有包括，就是电网板块， 就是一些标的梳理。那首先，就是先看一下，就是整体一个情况，就是上周，就是国家电 网公司把那个 15 期间的固定资产投资计划，给出来了，大概是 4 万亿左右。那因为国网， 它会有三个投资的这个口径，一个是发展总投入，第二个是固定资产投资，第三个就是电 网投资，大概有这么三个。 那发展投，总投入里边，可能还会涉及一些，就是比如说给电科院一些什么科研方面的这 个支持，这些可能还包括在里边，就是一些软件类的。那固定资产投资，那就是偏硬的东 西了。那电网投资，就可能会更聚焦一些。那因为现在只出了固定资产的计划，那么同比 就是十四五，大概可能就是 40%左右增长。这个增速其实还是挺高的。我觉得以国网现在 的这个资产规模，每年可能就是比我们用电增速稍微高一点，其实已经很不错了。但是现 在看下来，就是整体的增速还是非常高的。 那么这是从总量的角度上来说，其实是非常超预期的。那另外一个，就是结构方面，这次 就是把结构方面给讲的非常清楚。 ...

Core Viewpoint - The official launch of the Hainan Free Trade Port's full island closure operation on December 18, 2025, marks a significant step in China's commitment to high-level opening-up and the construction of an open world economy, which is expected to have profound international and domestic impacts [3][4]. Group 1: Economic Impact and Opportunities - The Hainan Free Trade Port aims to create a high-level open gateway for China's new era of foreign trade, facilitating the interaction between domestic and international markets, and enhancing the global trade network [3][4]. - The implementation of policies characterized by "zero tariffs, low tax rates, and simplified tax systems" will link China's vast domestic market with international markets, promoting both commodity and factor flow [4][5]. - In the first month of operation, the "zero tariff" policy benefited over 10,000 new entities, with import value reaching 750 million yuan, a year-on-year increase of 38.9% [6]. Group 2: Infrastructure and Connectivity - Hainan is developing two headquarters bases for Chinese companies going international and foreign companies entering China, as well as two international shipping hubs and two networks for international economic cooperation [4][5]. - The province has seen a significant increase in flight operations, with 32,800 flights completed in the first month, a 9.8% increase from the previous month [6]. Group 3: Investment Environment - Hainan has established a robust legal framework for intellectual property protection, which is crucial for attracting foreign investment, including the establishment of a dedicated intellectual property court [10]. - The province is actively aligning with international trade rules and has implemented measures to enhance the business environment, including a negative list for foreign investment that is among the shortest in China [18]. Group 4: Social and Environmental Considerations - Hainan is committed to maintaining its ecological environment while pursuing economic growth, with specific targets for air quality and biodiversity conservation [12][13]. - The government is focused on ensuring that the benefits of the free trade port's development are shared with the local population, with measures in place to improve income levels and employment opportunities [15].

Core Viewpoint - The official launch of the Hainan Free Trade Port's full island closure on December 18, 2025, marks a significant milestone in China's opening-up process, with policies aimed at enhancing trade efficiency and stimulating economic growth [1]. Policy Implementation - The first month of the full closure has seen solid progress in policy implementation, with optimized procedures for "first line" and "second line" customs, significantly improving clearance efficiency [3]. - The introduction of intelligent systems at "second line" ports allows for non-stop vehicle inspections, reducing clearance times to under two minutes [3]. Consumer Activity - The new duty-free shopping policy has significantly boosted consumer activity, with a notable increase in the number of shoppers and spending in duty-free stores [5]. - As of early January, 585,000 people participated in duty-free shopping, spending a total of 3.89 billion yuan, representing year-on-year increases of 32.4% and 49.6%, respectively [7]. Industrial Development - The full closure has opened new opportunities for Hainan's processing and manufacturing industries, with companies reporting increased orders and production [8]. - The processing value-added tax exemption policy allows companies to benefit from tax exemptions when the value-added exceeds 30%, encouraging local production [10]. Business Growth - Since the full closure, Hainan has seen a surge in new foreign trade enterprises, with 4,709 new registrations in just 24 days, equivalent to a quarter's worth of new registrations in 2024 [14]. - Approximately 22,000 new business entities have been established across the province since the closure [14]. Infrastructure and Future Plans - The expansion of the industrial chain and upgrades to infrastructure are underway, preparing for faster development in the future [16]. - The Hainan Free Trade Port aims to continue expanding its open fields and optimizing policy designs to enhance international cooperation and competitiveness [18].

Core Insights - The official launch of the Hainan Free Trade Port's full island closure on December 18, 2025, marks a significant milestone in China's opening-up process and the development of the Hainan Free Trade Port [1] Policy Implementation - The first month of the full closure has seen solid progress in policy implementation, with optimized procedures for "first line" and "second line" customs, significantly improving clearance efficiency [3] - The introduction of intelligent systems at "second line" ports allows for non-stop vehicle inspections, reducing clearance times to under 2 minutes [3] Consumer Activity - There has been a notable increase in duty-free shopping, with 585,000 visitors spending 3.89 billion yuan, representing year-on-year growth of 32.4% and 49.6% respectively [7] - The annual duty-free shopping limit for Hainan residents has been set at 100,000 yuan, with the number of duty-free product categories increasing from 45 to 47 [5][7] Industrial Development - The closure has opened new opportunities for the processing and manufacturing sectors, with companies reporting increased orders and production [8] - A key policy allows for duty-free treatment of the value-added portion of processed goods, provided it exceeds 30% of the imported materials' value [10] Business Growth - Since the closure, 4,709 new foreign trade enterprises have been registered, with a total of about 22,000 new business entities established in the province [14] - The expansion of the industrial chain and infrastructure improvements are being prioritized to support rapid future development [16] Future Outlook - The Hainan Free Trade Port aims to enhance its policy framework and deepen international cooperation, positioning itself as a new frontier for China's institutional opening [18] - The ongoing development is expected to further highlight Hainan's advantages in opening up and accelerate the release of policy dividends [18]