中石化与道达尔签署战略合作框架协议；“十四五”以来广西新发现战略性矿床34处

由于多数行业普跌、仅红利板块上涨，今年一季度各类公募港股基金皆对头部行业的配置共识度有所下降，主要原因是对医药行业的集中配置程度明显降低

• On April 13, 2024, Iran launched a significant direct attack on Israel from its territory with over 300 drones and missiles, marking a new height in the long-standing conflict between the two nations. This was in retaliation for an Israeli airstrike on April 1 that killed several Iranian officials in Syria.
• The U.S. and Israel were prepared for the attack, intercepting most of the incoming weapons with minimal damage reported. Post-attack, both countries showed restraint; President Biden urged Israeli Prime Minister Netanyahu to avoid further escalation, emphasizing defense support but not backing retaliatory actions against Iran.
• Iran portrayed the strike as self-defense and expressed no intention of escalating regional tensions further. Both nations signaled a desire to deescalate following the exchange, amidst global concerns about potential broader conflicts impacting economic and geopolitical stability in the Middle East.

【本文系数据通用户提前专享】中东被推向一场全面战争的边缘，可能为未来更多的误判和意外打开大门，显著抬升全球经济面临的地缘政治风险

中东被推向一场全面战争的边缘，可能为未来更多的误判和意外打开大门，显著抬升全球经济面临的地缘政治风险

沙特阿美当前已在华投资了四家企业，未来还有望增加数家；将加大化工投资，长远看炼化仍有空间

市场看准的可能也是美联储即使不欲降息，但美国政府债务利息过高的压力，也终究让美联储没有太多的选择

新表精度提高、冬季用气增加、结算周期调整等因素叠加，此外居民用气正在被“顺价”，气价短期内难抑上涨

胡广杰长期任职中石化，2021年由中海油副总经理升任江苏省副省长；江苏省委高层料将持续调整

徐文荣、熊雪、唐双宁被提起公诉，张福生、孙述涛受审

• Germany has successfully transitioned away from Russian natural gas, with renewable energy sources now accounting for 55% of its electricity consumption in 2023, aiming to increase this to 80% by 2030 and achieve a fully renewable power supply by 2035. Wind energy is the largest contributor, followed by solar power.
• The country is focusing on hydrogen energy as a key part of its strategy to replace over a quarter of its energy supply currently derived from fossil fuels, with significant diplomatic efforts to establish international hydrogen trade partnerships, particularly with resource-rich countries in Africa and the Middle East.
• Despite reducing reliance on traditional energy sources like coal (planned phase-out by 2030) and nuclear power (firm opposition reiterated), Germany faces challenges in ensuring stable energy supply and managing costs associated with transitioning away from Chinese products amidst geopolitical tensions and trade investigations.

透过一场能源论坛，回溯中德能源合作历史脉络，管窥德国能源转型路径与策略之变

【本文系数据通用户提前专享】透过一场能源论坛，回溯中德能源合作历史脉络，管窥德国能源转型路径与策略之变

今年3月中旬，中海油集团原总经理李勇刚刚被查； 此次落马的方志曾是中海油并购加拿大尼克森公司的主导人之一

已经高度内卷的新能源车市场，又迎来了一位深谙此道的玩家。在吊足市场胃口三个月后，雷军最终给自己“押上生涯”的造车事业首个成果SU7，标上了21.59万元的价格。在手握1363亿历史最多现金，但占据六成份额的手机业务下滑之际，小米能在这场新能源车战役中获得什么？

中国华能副总工程师赵贺被查；今年国内煤炭供需将保持基本平衡 或存区域性供需错配

截至2月底国内煤电装机占比降至39.3%；宋宏坤升任国家能源局副局长

2023年至2024年2月，全球油气资产并购活跃，并购金额超过2700亿美元

天然气销售分部经营利润430.4亿元，同比大增230%，贡献了公司主要利润增量

• The Chinese payment industry is undergoing significant changes due to stricter regulations, including the People's Bank of China's (PBOC) "259 Document" which aims to curb illegal practices such as "code matching" by enforcing "one terminal per merchant" and "one code per terminal." In 2023, 50 payment institutions were penalized with fines totaling over 6 billion yuan, with major players like Alipay and Tenpay facing hefty fines for multiple violations.
• The crackdown on irregularities has led to a shift in the industry focus towards acquiring genuine merchants and expanding into real scenarios. Payment institutions are exploring new avenues such as overseas markets, cross-border payments, and providing technological services to merchants beyond payment processing. This transition is driven by the need to find new profit sources after losing income from previously prevalent practices like "code matching."
• The future regulatory landscape will be shaped by the implementation of the "Regulations on Supervision and Management of Non-Bank Payment Institutions," effective May 1, 2024. This regulation sets comprehensive and strict supervisory requirements across various aspects of payment services. Meanwhile, payment license numbers have been decreasing, with over 80 licenses canceled so far, mainly prepaid card licenses, reducing the number of payment institutions from over 270 at their peak to 188.