"1万亿千瓦时"，相当于由乌东德、白鹤滩、三峡等6座梯级水电站构成的世界最大清洁能源走廊全年发 电量的3倍多，也约是我国2015年7月用电量的2倍。 中国电力企业联合会统计与数智部副主任蒋德斌认为，月度用电量连续两月突破万亿千瓦时的背后，有 今夏高温高湿天气来得早持续久，带动居民用电快速增长的拉动，也显示出新质生产力蓬勃发展，正形 成新的经济增长点，推动用电量向上攀升。 生产端：制造业向"新"向"绿"转型成效持续显现 四川成都一家半导体生产企业，全自动生产线满负荷运转。前不久，企业总投资15亿元的扩产项目投 运。"订单量和各项交付指标数据创新高，国庆、中秋假期我们也开足马力赶订单。"企业负责人介绍， 前三季度用电量预计同比增长约50%。 用电量是经济运行的"晴雨表""风向标"。国家能源局数据显示，8月全社会用电量10154亿千瓦时，同比 增长5.0%。这是继今年7月用电量首次突破万亿千瓦时之后，再度破万亿，在全球也属首次。 在领克汽车浙江宁波余姚工厂，机械臂仅70秒便可拧紧车底盘的螺丝。"生产线前段时间刚完成智能化 升级，装配效率比之前更高了。"工厂电气技术主管工程师张辉介绍，8月工厂日出厂整车超400辆，订 ...

（原标题：宁德时代在南昌成立新公司，含新能源汽车业务） 企查查APP显示，近日，南昌时代电服科技有限公司成立，注册资本1000万元，经营范围包含：智能控制系统集成，新能源汽车整车销售，电动 汽车充电基础设施运营，新能源汽车换电设施销售等。企查查股权穿透显示，该公司由宁德时代（300750）间接全资持股。 ...

人民财讯9月23日电，企查查APP显示，近日，南昌时代电服科技有限公司成立，注册资本1000万元， 经营范围包含：智能控制系统集成，新能源汽车整车销售，电动汽车充电基础设施运营，新能源汽车换 电设施销售等。企查查股权穿透显示，该公司由宁德时代（300750）间接全资持股。 ...

天眼查App显示，9月19日，台州时代电服科技有限公司成立，法定代表人为冯力，注册资本500万人民 币，经营范围含新能源汽车整车销售、电动汽车充电基础设施运营、新能源汽车换电设施销售、新能源 汽车电附件销售、智能控制系统集成、普通机械设备安装服务、机动车修理和维护、计算机软硬件及辅 助设备零售、租赁服务等。股权全景穿透图显示，该公司由时代电服科技有限公司全资持股，后者为宁 德时代全资子公司。 ...

Core Viewpoint - The establishment of Taizhou Times Electric Service Technology Co., Ltd. indicates a strategic move by Ningde Times to expand its presence in the electric vehicle and related infrastructure market, with a registered capital of 5 million RMB [1]. Company Information - Taizhou Times Electric Service Technology Co., Ltd. was founded on September 19, 2025, with a legal representative named Feng Li [3]. - The company is wholly owned by Times Electric Service Technology Co., Ltd., which is a subsidiary of Ningde Times [1][4]. - The registered capital of the company is 5 million RMB [1][3]. - The business scope includes sales of new energy vehicles, operation of electric vehicle charging infrastructure, sales of battery swap facilities, and sales of electric vehicle accessories [1][3]. Business Operations - The company is involved in various activities such as technology services, technical development, technical consulting, and sales of electric vehicle-related products [3]. - It also provides services related to the installation of general mechanical equipment, maintenance of motor vehicles, and retail of computer hardware and software [1][3].

在这之后，"这么近，那么美，周末到河北"这句文旅口号逐渐成型，经过连续几年的反复传诵，终于在 今年成为现象级文旅传播爆款。截至目前，全网河北文旅相关总互动声量达178亿次。此次河北旅发大 会，主题也依然是这句口号。 整体上看，河北的旅游资源不弱，它是全国唯一兼有草原、海滨、沙漠、湖泊、高原、平原、山地、林 地等地貌的省份，被称作浓缩的"国家地理读本"。还有不少5A景区，比如承德避暑山庄、白洋淀、野 三坡等。 数据表现也不差，早在2023年，河北旅游总收入就已突破万亿，达到10116.2亿元；2024年成绩再次刷 新，旅游总收入达11148.3亿元，接待游客数量达到9.37亿人次。这一数据比不少传统旅游大省还要高。 但在外界的观感中，河北似乎始终没有太强的旅游吸引力，在各大旅游目的地排行榜上，也很难看到河 北城市的身影。曾有专家向城市进化论表示，目前公众对于河北文旅的认知度不算高。"与南方一些省 份相比，河北旅游开发度不足、服务也不够细致，这是需要长期提升和改进的地方。" 丰富产品供给，此次河北旅发大会首次聚焦太行山文化旅游带，采用"主分会场联动"模式，由邢台、石 家庄、张家口、保定、邯郸沿线五市联合举办，共同 ...

Group 1: Event Overview - The 9th Hebei Provincial Tourism Industry Development Conference was held on September 16-17, featuring a "main and sub-venue linkage" model with Xingtai as the main venue and Shijiazhuang, Zhangjiakou, Baoding, and Handan as sub-venues [1] - The conference included various activities promoting the scenic beauty and diverse tourism offerings of the Taihang Mountains, aiming to attract more tourists [1][2] Group 2: Tourism Resources and Performance - Hebei is recognized for its diverse geographical features, including grasslands, beaches, deserts, lakes, plateaus, plains, mountains, and forests, making it a "national geographic reader" [2] - In 2023, Hebei's total tourism revenue exceeded 1 trillion yuan, reaching 1,011.62 billion yuan, with a projected revenue of 1,114.83 billion yuan in 2024 and 937 million visitors [2] - Despite strong performance metrics, Hebei struggles with public perception and recognition as a tourist destination compared to southern provinces, indicating a need for improvement in tourism development and service quality [2][3] Group 3: Future Plans and Goals - Hebei aims to achieve 1.03 billion tourists and 1.2 trillion yuan in tourism revenue by the end of this year, with long-term goals set for 2027 to reach 1.36 billion tourists and 1.6 trillion yuan in revenue, targeting an annual growth rate of at least 15% [4]

每经记者｜徐肖逍 每经编辑｜张益铭 我国电动汽车充电基础设施（枪）总数达到1734.8万个 第十一届全国人大常委会常委、财经委员会副主任贺铿：要保证ESG理念贯彻，必须加强立法 9月19日，以"理念与实践并行 发展同质量共生"为主题的2025华夏ESG管理体系大会在北京召开。第十 一届全国人大常委会常委、财经委员会副主任贺铿在会上表示，我国目前立法数量虽然较多，但在ESG （环境、社会和公司治理）领域的专门法律仍相对不足。为推动ESG理念真正落到实处，必须加快完善 相关立法，构建系统化的ESG法治框架。 9月18日，国家能源局发布8月全国电动汽车充电设施数据。截至2025年8月底，我国电动汽车充电基础 设施（枪）总数达到1734.8万个，同比增长53.5%。 点评：这不仅反映出新能源汽车普及加速，也凸显绿色交通基础设施布局日趋完善，为能源转型与减排 目标提供坚实支撑。 我国首个碳捕集领域国际标准发布 近日，中国华能主导编制的国际标准《二氧化碳捕集-燃烧后CO₂捕集吸收溶液的关键性能指标及测试 方法》（ISO 27927:2025）正式发布，这是我国首个碳捕集领域国际标准。 点评：该成果标志着我国在碳中和关键技 ...

1. Report Industry Investment Rating - No relevant information provided in the report. 2. Core View of the Report - The September trend of the stock index is more volatile compared to July and August, and it is in a high - level consolidation phase after continuous growth. In the long - term, the strategic allocation period of the Chinese capital market has just begun. The CSI 500 and CSI 1000 indices, which are rich in technology - growth components, are more offensive with larger fluctuations but may bring higher returns. The SSE 50 and CSI 300 indices, which are rich in dividend - blue - chip components, are more defensive with smaller fluctuations but relatively weaker price elasticity [2]. 3. Summary by Related Catalogs 3.1 Stock Index Futures Market - **IF Contracts**: The previous day's closing prices of IF contracts decreased, with declines ranging from - 61.20 to - 70.20 and drop - rates from - 1.35% to - 1.56%. The trading volume of IF contracts was between 17,518.00 and 95,637.00, and the open interest changes ranged from - 22,028.00 to 18,854.00 [1]. - **IH Contracts**: The previous day's closing prices of IH contracts increased, with rises from 3.80 to 6.20 and increase - rates from 0.13% to 0.21%. The trading volume of IH contracts was between 3,627.00 and 29,648.00, and the open interest changes ranged from - 4,903.00 to 5,476.00 [1]. - **IC Contracts**: The previous day's closing prices of IC contracts increased, with rises from 79.80 to 93.40 and increase - rates from 1.17% to 1.31%. The trading volume of IC contracts was between 16,292.00 and 67,086.00, and the open interest changes ranged from - 20,158.00 to 6,496.00 [1]. - **IM Contracts**: The previous day's closing prices of IM contracts increased, with rises from 93.00 to 99.40 and increase - rates from 1.25% to 1.41%. The trading volume of IM contracts was between 25,839.00 and 122,397.00, and the open interest changes ranged from - 23,457.00 to 11,171.00 [1]. - **Inter - month Spreads**: The current values of IF next month - IF current month, IH next month - IH current month, IC next month - IC current month, and IM next month - IM current month were - 11.20, - 0.60, - 55.40, and - 66.80 respectively [1]. 3.2 Stock Index Spot Market - **CSI 300 Index**: The index points increased by 0.61%, with a trading volume of 23.572 billion lots and a total trading value of 608.454 billion yuan [1]. - **SSE 50 Index**: The index points decreased by 1.35% [1]. - **CSI 500 Index**: The index points increased, with a trading volume of 25.826 billion lots and a total trading value of 445.549 billion yuan [1]. - **CSI 1000 Index**: The index points increased by 0.95%, with a trading volume of 30.901 billion lots and a total trading value of 474.734 billion yuan [1]. - **CSI 300 Industry Index**: The main consumption, pharmaceutical and healthcare, real - estate and finance, and information technology sectors had previous values of 22,952.88, 9,661.44, 6,551.58, and 3,277.17 respectively, with a 0.76% increase in the main consumption sector [1]. - **Other Industries**: The telecommunications business and public utilities sectors had previous values of 5,079.10 and 2,514.52 respectively, with increase - rates of 0.05% and 0.01% [1]. 3.3 Futures - Spot Basis - **CSI 300 Futures - Spot Basis**: The previous values of IF current month - CSI 300, IF next month - CSI 300, IF next quarter - CSI 300, and IF far - quarter - CSI 300 were 2.18, - 9.22, - 32.82, and - 58.22 respectively [1]. - **SSE 50 Futures - Spot Basis**: No specific data provided in the report. - **CSI 500 Futures - Spot Basis**: The previous values of IC current month - CSI 500, IC next month - CSI 500, IC next quarter - CSI 500, and IC far - quarter - CSI 500 were - 25.79, - 83.59, - 194.19, and - 358.99 respectively [1]. - **CSI 1000 Futures - Spot Basis**: No specific data provided in the report. 3.4 Other Domestic and Overseas Indices - **Domestic Indices**: The Shanghai Composite Index, Shenzhen Component Index, Small and Medium - sized Board Index, and ChiNext Index increased by 0.37%, 1.16%, 0.99%, and 1.95% respectively. The Hang Seng Index, Nikkei 225, S&P 500, and DAX Index had previous values of 26,908.39, 44,790.38, 8,042.44, and 3,147.35 respectively [1]. - **Industry Indices**: The energy, raw materials, industrial, and optional consumption sectors had previous values of 23,087.18, 9,595.53, 6,558.44, and 3,252.48 respectively, with increase - rates of - 0.58%, 0.69%, - 0.10% [1]. 3.5 Macroeconomic Information - **Trade Issues**: The Chinese Ministry of Commerce stated its stance on the TikTok issue, opposed the EU's weaponization of tariffs on Chinese electric vehicles, and initiated an anti - dumping investigation on relevant EU pork products [2]. - **Science and Technology Input**: Minister of Science and Technology Yin Hejun said that in the "14th Five - Year Plan" period, China's R & D investment continued to increase. In 2024, the total R & D investment exceeded 3.6 trillion yuan, a 48% increase from 2020, and the R & D investment intensity reached 2.68%, exceeding the average level of EU countries [2]. - **Service Enterprises**: The China Enterprise Confederation and the China Entrepreneurs Association released the "Top 500 Chinese Service Enterprises in 2025", with the total operating income of the short - listed enterprises reaching 51.1 trillion yuan in 2024 and the average operating income exceeding 100 billion yuan for the first time [2]. - **Social Insurance**: Beijing and Shanghai announced the upper and lower limits of social insurance payment bases for 2025. Beijing's upper limit was 35,811 yuan and the lower limit was 7,162 yuan; Shanghai's upper limit was 37,302 yuan and the lower limit was 7,460 yuan [2]. 3.6 Industry Information - **New Energy Vehicles**: China's cumulative sales of new energy vehicles exceeded 40 million, ranking first in the world for 10 consecutive years. The preliminary estimate of the retail volume of narrow - sense passenger cars in September was about 2.15 million, a 6.5% month - on - month increase and a 2.0% year - on - year increase. The retail volume of new energy vehicles could reach about 1.25 million, with a penetration rate of 58.1%. By the end of August 2025, the total number of electric vehicle charging infrastructure (piles) in China reached 17.348 million, a 53.5% year - on - year increase [2]. - **Postal Industry**: In August, the business income of the postal industry was 142.99 billion yuan, a 4.4% year - on - year increase, and the express delivery business income was 118.96 billion yuan, a 4.2% year - on - year increase. From January to August, the cumulative business income of the postal industry was 1,161.06 billion yuan, a 7.8% year - on - year increase, and the cumulative express delivery business income was 958.37 billion yuan, a 9.2% year - on - year increase [2]. - **Property Insurance Industry**: In the first half of 2025, the premium growth rate of the Chinese property insurance industry was 4.2%, slightly lower than the same period last year. The underwriting profit reached 26 billion yuan, a record high for the same period, and the number of profitable underwriting entities exceeded half for the first time. The property reinsurance market had stable growth for many years, and the reinsurance premium ceded in half a year exceeded 100 billion yuan for the first time [2].

Group 1 - The total number of electric vehicle charging infrastructure in China reached 16.696 million by the end of July, representing a year-on-year growth of 53% [1] - Public charging facilities accounted for 4.202 million, with a year-on-year increase of 38%, while private charging facilities reached 12.494 million, growing by 58.8% [1] - The top 10 regions for public charging infrastructure construction accounted for 66.7% of the total, with significant concentration in provinces such as Guangdong, Jiangsu, and Zhejiang [1] Group 2 - The total charging electricity in July was approximately 7.71 billion kWh, an increase of 1 billion kWh from the previous month, marking a year-on-year growth of 53.9% and a month-on-month increase of 14.9% [1] - The top 15 charging operators managed a total of 84.1% of the charging piles, with the leading operators being Telecharge (807,000), Star Charge (703,000), and Yun Kuai Charge (656,000) [2] - From January to July, the total increase in charging infrastructure was 3.878 million, a year-on-year rise of 93.2%, with public charging facilities increasing by 623,000 and private facilities by 3.255 million [2]