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亚洲生产力组织(APO):2025年来自田野的声音:农业中的女性赋权报告(英文版)
Women play a central role in agriculture across APO member economies, yet face persistent barriers in access, recognition, and leadership. This study captures their lived experiences and analyzes structural, social, and economic constraints shaping t...
2025-12-08
8
3.13MB
212页
开源证券:电力设备行业投资策略:光伏拐点已现,储能大势所趋
光伏拐点已现:反内卷持续推进,关注底部反转 当前光伏行业反内卷已取得一定积极成效,Q3主链上游环节预计显著减亏。后续重点关注供需两条主线: (1)供给侧:硅料收储平台落地及产业链限产措施。 (2)需求侧:关注“十五五”光伏装机需求支撑,出口退税取消及严禁低于成本价销售要求的执行。 在供需两端反内卷的推进下,产业链供需关系有望迎来快速修复,并推动组件价格抬升。具备阿尔法的标的在行业贝塔修复中具备更大弹性。 受益标的: 硅料:通威股份、大全能源、协鑫科技、新特能源; BC技术:爱旭股份、隆基绿能、帝...
2025-12-08
3
1.97MB
20页
开源证券:银行行业深度报告:大行ΔEVE指标测算及承接债券能力评估
ΔEVE/一级资本净额测算:大行整体承压,部分行2025年内或已超监管要求根据我们测算,2025H1大行银行账簿利率风险指标(ΔEVE/一级资本净额)较2024年进一步下降,工行和建行或已突破-15%监管要求。具体来看,工行/建行/农行/中行/邮储/交行分别为-16.66%/-17.26%/-14.89%/-12.28%/-9.02%/-12.46%,较2024年分别-1.95pct/-2.52pct/-0.58pct/-2.39pct/+2.25pct/-3.35pct。 主要测算逻辑为:对比...
2025-12-08
0
1.59MB
10页
Incrementum:2025年12月月度黄金罗盘报告(英文版)
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2025-12-08
0
2.6MB
78页
OfficeRnD:2026年5大共享办公和弹性空间趋势报告(英文版)
The flex space industry enters 2026 in a phase of quiet strength and steady expansion. Analysts estimate the global flexible office market at around $45–50B in 2025, with forecasts suggesting it could reach roughly $190–200B by 2034 – an annual growt...
2025-12-08
0
5.47MB
26页
英联邦The Commonwealth:2025年英联邦蓝色债券发行指南报告(英文版)
The Commonwealth Guide to Blue Bond Issuance has been developed to help governments assess, design and implement credible sovereign blue bond programmes and support countries to make informed, practical decisions that balance sustainability goals wit...
2025-12-08
0
1.82MB
106页
加拿大国际治理创新中心CIGI:公众对人工智能的担忧在翻译中被忽视(英文版)
Artificial intelligence (AI) is playing an increasingly important role in people’s lives, which has led to growing calls for AI regulation. Although the public has strong opinions on AI, getting policy makers to listen often leads to citizens’ concer...
2025-12-08
0
2.27MB
24页
日内瓦协会:2025年保险作为新兴经济体金融包容性的核心要素报告(英文版)
Financial inclusion has become a cornerstone of sustainable development, particularly in emerging economies, where households remain highly vulnerable to financial shocks. Despite global advances in payment, savings, credit, and insurance services, m...
2025-12-08
5
14.9MB
58页
中银证券:非银金融行业周报:监管明确高质量发展路径,关注券商估值上修机会
吴清主席发文及讲话,为“十五五”期间资本市场与证券业发展明确方向。讲话提出,对优质机构适度“松绑”,进一步优化风控指标,适度打开资本空间和杠杆限制,提升资本利用效率。当前券商板块估值处于历史较低位置在行业景气度向好的背景下存在估值中枢上修空间,建议布局头部券商扩大综合优势与中小券商打造差异化特色化竞争力两条主线。 行业要闻 吴清主席近期重要发文及讲话定调行业高质量发展方向。“十五五”规划建议将“加快建设金融强国”纳入顶层设计,明确提出“提高资本市场制度包容性、适应性”。12月5日,《人民日报》刊...
2025-12-08
0
414.3KB
10页
中银证券:证券行业“十五五”发展展望:深化资本市场改革,绘就行业高质量成长新蓝图
12月5日吴清主席人民日报署名文章提出了六大重点任务,为资本市场与券商行业发展锚定方向。12月6日,吴清出席中国证券业协会第八次会员大会,围绕证券行业高质量发展发表了致辞。“十五五”期间资本市场深化改革方向与证券行业高质量发展路径明晰,当前券商板块估值处于历史较低位置,在行业景气度向好的背景下存在估值中枢上修空间,建议布局头部券商扩大综合优势与中小券商打造差异化特色化竞争力两条主线。 要点 顶层设计为证券行业高质量发展注入动力。“十五五”规划建议将“加快建设金融强国”纳入顶层设计,明确提出“提高...
2025-12-08
0
328.67KB
5页
中华人民共和国宪法(2018年修正文本)(英文版)
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2025-12-08
0
834.83KB
78页
英国标准协会BSI:2025年保障水安全以促进可持续的数据中心增长白皮书(英文版)
Against this backdrop, ensuring the water efficiency of data centers becomes a global environmental priority. Data centers are among the top ten water-consuming commercial industries worldwide5. The majority of water consumption in the sector is indi...
2025-12-08
7
18.26MB
22页
黑天鹅数据:2026年值得关注的功能性成分报告(英文版)
The wellness boom isn't a passing trend – it's a cultural reset. US consumers now expect functional ingredients to be baked, blended and brewed into everything they eat and drink. Nootropics, proteins and prebiotics have escaped the supplemen...
2025-12-08
8
2.84MB
28页
Kaspersky卡巴斯基:2025年第三季度针对工业组织的APT和金融攻击报告(英文版)
The third quarter of 2025 saw a wealth of technical details related to attacks that affected industrial organizations worldwide. This article contains more stories than last quarter’s summary and significantly more than the Q3 2024 article. Numerous ...
2025-12-08
0
429.31KB
32页
中邮证券:建材行业周报:需求逐步进入淡季,期待地产及化债政策落地
投资要点 12月2日,国家发展改革委主任郑栅洁在《党建》杂志发布《深入学习贯彻党的二十届四中全会精神,以高质量发展新成效谱写中国式现代化新篇章》署名文章。文章中提到要提高防范化解重点领域风险能力,统筹推进房地产、地方政府债务、中小金融机构等风险有序化解。建材行业需求端由于地产及地方债务压力,持续表现疲弱,后续政策的落地有望改善行业基本面情况。 水泥:11月北方逐步进入采暖季,错峰生产政策将推动供给收缩,价格有望迎来阶段性上涨,同时短期由于部分项目抢工,需求阶段性提升。整体来看,基建端整体受到天气...
2025-12-08
0
942.87KB
7页
sustain:2025年弥合差距:如何修复食物系统,让每个人受益报告(英文版)
This report sets out key policy recommendations and the next steps to unlock opportunities for British farmers and growers to supply climate and nature friendly fruit, vegetables (veg) and pulses, that are accessible to everyone. These recommendation...
2025-12-08
0
1.91MB
32页
Mandala Partners:2025年1600亿美元还在增加:联邦监管复杂性的成本报告(英文版)
Australia’s well-known productivity challenge is in part due to our growing regulatory burden. Productivity growth is at its lowest point in 60 years and our regulatory burden when compared to G7 nations ranks second highest (behind Japan). Our regul...
2025-12-08
0
3.86MB
50页
泰雷兹(Thales):2025年保险领导者的数据安全手册(英文版)
nsurance is built on trust. Customers hand over their most intimate information (financial records, medical histories, risk profiles), and they expect it to be safe. Unfortunately, that trust is under pressure. Regulators are raising the bar on compl...
2025-12-08
0
2.78MB
12页
Arthur D.Little理特咨询:波兰能源展望报告-2026及以后(英文版)
Poland stands at a critical juncture in its energy transition, driven by the urgent need to replace coal-dependent generation while meeting rapidly growing electricity demand. The 2022 energy crisis, which saw Polish electricity prices peak at €270/M...
2025-12-08
7
7.61MB
36页
中泰证券:创新药行情有望持续,PROTAC专题:蛋白降解东风起,国内产业链迎新机
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2025-12-08
5
4.48MB
30页
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