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发改委：预计到2030年非化石能源供应规模将比2025年显著增长

4月17日，国新办举行“开局起步‘十五五’”系列主题新闻发布会，介绍“十五五”时期推动经济社会高质量发展有关情况。国家发展改革委副主任王昌林表示，近期，面对国际形势变化对我国油气进口的影响，国家采取综合措施，有力保障国内油品供应充足，市场运行平稳，充分体现了我国新型能源体系的建设

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智元邓泰华：智元2025年度营收达10.5亿元

4月17日，2026智元合作伙伴大会在上海开幕。智元创始人、董事长兼CEO邓泰华表示，智元2025年度营收达10.5亿元，“我们成为国内最快实现10亿营收的机器人公司”。他透露，2026年智元营收目标为进一步实现数倍增长。（界面）

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武汉长江存储一季度收入已超200亿元，正进行“史诗级扩产”

从产业链人士获悉，因为庞大存储订单芯片涌入，武汉长江存储正以最快速度扩展产能。“长江存储在今年一季度收入已超过200亿元，同比去年翻倍增长，其NAND（闪存）芯片产量已超过全球市场的10%份额，逼近全球第三”，一名存储芯片产业链核心人士说，“后面的利润会更爆炸”。上述人士补充，为

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发改委：着力扩大国内有效需求，将制定2026年—2030年扩大内需战略实施方案

4月17日，国新办举行“开局起步‘十五五’”系列主题新闻发布会，介绍“十五五”时期推动经济社会高质量发展有关情况。国家发展改革委副主任王昌林表示，今年以来，经济运行呈现积极变化，供需两侧均有明显改善，更好发挥了全球经济稳定器作用，好于国内外许多机构和专家学者的预期。下一步，要突出

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有赞登陆港交所主板

36氪获悉，有赞科技正式在香港联交所主板挂牌，从GEM板转至主板。根据有赞2025年全年业绩报告，公司全年收入约14.9亿元，经营性盈利约1.8亿元，同比增长81%。管理层预计，2026年有赞AI相关直接收入将超过1亿元，并带动数亿元关联收入增长。

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国家统计局：一季度金融业产值同比增长6.5%

36氪获悉，国家统计局发布2026年一季度国内生产总值初步核算结果，其中，金融业产值比上年同期增长6.5%。

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B站发布2025年度ESG报告：日活用户达1.12亿

36氪获悉，4月16日，哔哩哔哩（简称"B站"）正式发布《2025年环境、社会及管治报告》（ESG报告）。2025年，B站日活用户数达1.12亿，月活用户数超3.68亿，均同比增长8%；用户日均使用时长同比增长6分钟至108分钟，用户总时长同比增长14%。

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年内外资机构合计调研沪市公司近1400次，重点集中在半导体、高端装备等领域

2026年以来，外资机构对A股上市公司的调研持续升温。据Wind统计，截至今年4月10日，外资机构合计调研沪市公司近1400次，调研覆盖约190家沪市公司，重点集中在半导体、高端装备、智能硬件、创新药等领域。在全球不确定性加大的背景下，外资机构对A股公司的密集调研，凸显其对中国资

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136家化工行业上市公司发布2025年年报，过半企业净利增长 头部公司业绩亮眼

Wind数据显示，截至4月16日19时，A股共有136家化工行业上市公司对外披露2025年年报，83家公司实现营业收入同比增长，占比约为61.03%；70家公司实现归属于上市公司股东的净利润同比增长，占比约为51.47%。从细分行业看，农化制品、化学原料、化学制品等行业上市公司业

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券商调研风向三度切换，4月重回价值防御

2026年以来，券商调研风向经历了三次重要转变。Choice数据显示，1-4月券商调研活动从年初的多元均衡布局，到3月科技板块集中冲锋，再到4月重回价值防御。4月以来，电力设备、机械设备等防御性板块重新获得机构青睐，市场调研主线的切换清晰勾勒出机构在外部环境变化下的调仓路径。（中

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蓝佛安出席2026年二十国集团财长和央行行长第一次会议并举行多场双边会见

36氪获悉，据财政部消息，4月16日，二十国集团（G20）主席国美国在华盛顿举行今年首次G20财长和央行行长会议。会议主要就全球宏观经济形势、全球增长、全球失衡等议题进行了讨论。财政部部长蓝佛安出席会议并发言，副部长廖岷陪同参会。

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波音推出新型卫星平台，预计2026年交付26颗

波音公司周四宣布，正与子公司Millennium Space Systems合作扩大太空生产能力，并推出新型中型卫星平台“Resolute”，以满足来自国防和商业领域日益增长的订单需求。公司设定的2026年交付目标为26颗卫星，远高于2025年的交付量。（新浪财经）

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诺和诺德人员调整持续，新增招聘2000人

诺德诺德在经历了一次相当大规模的人员重组之后，今年正在重新招人，新增约2000名员工。（新浪财经）

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Meta宣布Quest 3/3S VR头显涨价

4月16日，Meta宣布，自2026年4月19日起，将上调Quest 3和Quest 3S头显售价。Meta Quest 3S（128GB）和Meta Quest 3S（256GB）将分别涨价50美元至349.99美元和449.99美元，Meta Quest 3将涨价100美元至

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苹果：2025年交付产品所使用材料有30%来自再生材料

4月16日，苹果宣布，2025年交付的所有产品所使用的材料中有30%来自再生材料。作为此项工作的一部分，苹果现已在其设计的所有电池中使用100%再生钴，在所有磁体中使用100%再生稀土元素。公司还实现了 2025年去除包装中塑料的目标，所有产品现均采用纤维基包装。（界面）

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贵州茅台：2025年实现营业收入1688.38亿元，同比下降1.21%

36氪获悉，贵州茅台发布2025年业绩报告。报告显示，2025年实现营业收入1688.38亿元，同比下降1.21%；归属于上市公司股东的净利润为823.20亿元，同比下降4.53%。拟向全体股东每股派发现金红利27.993元（含税）。

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智元旗下觅蜂发布一站式物理 AI 数据服务平台｜最前线

2026年，大语言模型和视频生成大模型都在疯狂烧token，而具身机器人行业却正在经历“无token可烧”的局面。大模型能像人一样读书，而具身智能要去真实的世界里摸爬滚打才能获取数据——数据的匮乏成为了卡住全行业的瓶颈。 4月16日，智元机器人旗下觅蜂科技发布一站式物理 AI 数

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美国4月份费城联邦储备银行制造业指数升至26.7，预估为10

美国4月份费城联邦储备银行制造业指数升至26.7，预估为10。24名经济学家的预估区间为2至20.3。（界面）

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美国上周首次申领失业救济人数为20.7万人，预估为21.3万人

美国上周首次申领失业救济人数为207,000人，预估为213,000人。（界面）

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熊猫乳品：2025年归母净利润同比增长5.38%，拟10派6元

36氪获悉，熊猫乳品发布2025年业绩报告。报告显示，2025年实现营业收入8.11亿元，同比增长6.12%；归属于上市公司股东的净利润1.08亿元，同比增长5.38%；基本每股收益0.8711元。公司怕谁向全体股东每10股派发现金红利6元（含税），送红股0股（含税），以资本公积

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