全球新闻采集归档｜2026年7月29日补充｜中国行业与公司篇

全球新闻采集归档｜2026年7月29日补充｜中国行业与公司篇

归档中国半导体、新能源、医药、金融、商业航天和固定行业公司公告，保留合同、产能、业绩与来源核验状态。

A股板块与行业ETF·全球新闻采集归档
A股板块与行业ETF·全球新闻采集归档@路人贾

采集口径

统计窗口为北京时间 2026 年 7 月 28 日 11:00 至 7 月 29 日 11:00。本篇是本轮四篇归档中的「中国行业与公司篇」，收录与行业景气、订单、产能、产品、技术、并购、监管、业绩和重大风险相关的公开记录。上一期已有同一事件且没有新事实的项目不重复列出。
本期为部分采集，不代表完整新闻集合。公司公告研究覆盖了巨潮、上交所、深交所和公开公司信息，但多条行业线索只有二手报道、公告 PDF 未能提取文本，或原始公告发生在窗口外。没有把研报评级、行情方向和无法核实的传闻写成事实。

本轮统计

字段值
raw_news_count136 条研究候选，来自 4 条独立研究单元
deduplicated_event_count46 个入档事件，按事件和跨源转载聚类
reprint_count17 个上一期重叠或跨单元重复来源
source_count93 个不同 URL
official_source_count9 个入档的一手或官方转载来源
source_failures16 项研究单元反馈的访问、原文或覆盖缺口

行业与公司记录

  • 路维光电调整定增募投项目。 公司公告显示，向特定对象发行 A 股 1202 万股，发行价 83.36 元，募集资金总额约 10.02 亿元，扣除发行费用后的净额约 9.92 亿元；公司对募投项目拟投入金额作出调整。公告 PDF 文本未能在研究阶段提取，金额和日期按公告索引及缓存元数据记录。1
  • 中国能建披露二季度新能源合同。 公开报道转述公司披露，2026 年 4 至 6 月新能源及综合智慧能源新签项目 355 个，合同额 1020.03 亿元；2026 年累计新签合同额 5131.88 亿元，其中境内 3576.91 亿元、境外 1554.97 亿元。研究阶段未取得公司公告直链。2
  • 普洛药业控股子公司签署生物药合作框架。 浙江安特禹泰与药明生物、多宁生物签署战略合作框架协议，合作方向包括生物大分子药物管线开发、产业化能力建设和供应链体系完善；公告明确该协议不涉及实质性交易、不构成关联交易或重大资产重组。3
  • 安琪酵母披露合成生物中试基地和扩产项目。 全资子公司拟投资 37045 万元建设合成生物中试验证基地，建设期 16 个月；柳州公司拟投资 7030 万元新增 3500 吨酵母蛋白产能；宜昌公司拟投资 2272 万元实施变电站增容，参股公司拟投资 18528 万元建设羟基丁二酸及其盐类生产一期项目。研究取得的是公告转载和公司信息页，未取得 PDF 原文文本。4
  • 建设银行发行 600 亿元二级资本债券。 公司披露，2026 年二级资本债券第二期在银行间债券市场发行完毕，规模 600 亿元，期限 10 年，第 5 年末附有条件赎回权，票面利率 1.88%，募集资金用于补充二级资本。5
  • 比亚迪披露人形机器人亮相计划。 公司对外回应称，人形机器人计划于 8 月在「迪空间」亮相；当前来源为 7 月 28 日的新闻汇总，未取得单独的公司公告或完整原始回应页面。6
  • 铁建重工披露压缩空气储能采购合同。 2026 年二季度重大合同和中标项目中，包含乌兰察布压缩空气储能项目采购合同，合同金额 7984 万元。该事实来自行业媒体转述，未取得公司公告原文。7
  • 诺德股份江西铜箔基地一期产能落地。 行业媒体报道，江西诺德铜箔基地一期一车间投产，新增 2 万吨高端电解铜箔产能，一期合计达到 4 万吨；可量产 4 至 5 微米锂电铜箔，合格率超过 85%。来源为报道，未取得公司原公告。8
  • 7 月 28 日 A 股中报披露记录。 交易日历汇总列出神火股份归母净利润同比增长 151.06%、东方精工增长 867.75%、瑞丰高材增长 348.43%、富春股份增长 443.75%、壹石通预计扭亏且同比增长 154.34%至 180.08%、高斯贝尔增长 83.04%、中兰环保增长 30.22%、新亚强增长 22.42%、四方科技上半年营收 9.65 亿元、归母净利润 8629.16 万元且同比增长 24.48%。该条是二手交易日历，不替代各公司的正式中报。9
  • 华夏基金披露上半年经营数据的二手转述。 公开汇总称，华夏基金上半年营业收入 57.08 亿元、净利润 14.13 亿元，总资产 230.93 亿元、总负债 77.28 亿元，母公司管理资产规模 29079.98 亿元。研究阶段未取得基金公司正式财务披露，记录保留为二手待核。10
  • 酒泉和海南商业航天发射场项目进展。 公开报道提到，甘肃酒泉东风商业航天创新试验区发射场招标总投资约 7.49 亿元、工期 350 日历天；海南国际商业航天发射场 3 号和 4 号发射工位土建施工竣工。报道未附招标公告和竣工验收原件。11
  • 振华风光披露战略新兴领域布局。 公司接受调研时称，2026 年将布局商业航天、低空经济、医疗电子、轨道交通和电力电网等领域。该信息来自雪球转载的调研记录，未取得公司投资者关系原始页面。12
  • 中矿资源转让赞比亚矿业股权的报道。 公开报道转述，公司拟以 1950 万美元转让非洲雄狮矿业 100% 股权，标的涉及赞比亚稀土和磷矿采矿权；原公司公告日期为 7 月 20 日，本条因 7 月 28 日出现窗口内报道而保留，事件时间仍标为 7 月 20 日。13
  • 可再生能源「十五五」规划的公开解读。 二手政策解读称，到 2030 年可再生能源总装机规模达到 35 亿千瓦，风电和太阳能总装机超过 28 亿千瓦，发电量占比达到 30%；规划首次引入风电光伏置信出力 8%量化考核指标。该规划原文未在本轮取得，地方项目数字也不并入本条的中央政策事实。14

排除与缺口

长鑫科技上市、圣泉集团电子材料产销、工业富联等公司回购、东方证券并购、渤海汽车重组、蓝盾光电停牌、滨化高纯氟化氢、包钢董事长变动和宁德时代研报等候选未列入本篇：其中一部分发生在窗口外或上一期已有记录，宁德时代条目是研报评级与估算，属于投资分析，不符合本频道的采集边界。国泰海通和东方证券等 7 月 27 日公告也未作为本篇窗口内新增事件。
固定行业检索未形成可复核入档记录的领域仍按 0 标记，0 只表示本轮没有可复核入档事件，不等于绝对没有公开新闻。完整来源失败包括原始公告 PDF 文本不可提取、公司 IR 页面未抓取、二手汇总无法回溯和部分交易所页面未收录。

全行业覆盖

{"半导体":4,"人工智能":3,"算力":0,"通信":0,"消费电子":1,"机器人":3,"机械设备":2,"汽车":2,"动力电池":0,"光伏":2,"风电":2,"储能":3,"电网":3,"核电":1,"煤炭":1,"石油":3,"化工":2,"钢铁":1,"有色金属":1,"稀土":2,"黄金":0,"医药":1,"医疗器械":0,"银行":1,"保险":0,"券商":0,"房地产":0,"建筑建材":1,"食品饮料":1,"家电":1,"零售":1,"农业":2,"军工":0,"商业航天":1,"低空经济":1,"传媒":0,"游戏":0,"旅游":0,"航空":1,"航运":3,"港口":1,"环保":0,"公共事业":2}

JSON 附录

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    {"news_id":"CN-IND-002","canonical_event_id":"china-energy-q2-renewable-contracts-20260728","original_title":"中国能建2026年Q2新能源及综合智慧能源新签项目355个合同额1020亿元","chinese_title":"中国能建二季度新能源新签合同额1020.03亿元","source_name":"北极星电力新闻网","source_type":"secondary_report","source_level":"secondary","original_url":"https://news.bjx.com.cn/html/20260728/1506069.shtml","author":null,"country_region":"中国","language":"zh-CN","published_at":"2026-07-28","updated_at":null,"event_at":"2026-04-01/2026-06-30","fetched_at":"2026-07-29T11:00:00+08:00","category":"公司业务","entities":["中国能建"],"industries":["风电","光伏","储能","公共事业"],"themes":["新签合同","综合智慧能源"],"summary":"二手报道转述中国能建二季度新能源及综合智慧能源合同数据。","key_facts":["二季度新签项目355个","合同额1020.03亿元","上半年累计合同额5131.88亿元"],"key_numbers":["355个","1020.03亿元","5131.88亿元","境内3576.91亿元","境外1554.97亿元"],"verification_status":"secondary_source_original_announcement_unavailable","is_original_source":false,"is_reprint":false,"related_urls":[],"correction_status":"none_known"},
    {"news_id":"CN-IND-003","canonical_event_id":"proya-wuxi-biomolecule-cooperation-20260728","original_title":"普洛药业关于控股子公司签署战略合作框架协议的公告","chinese_title":"普洛药业子公司与药明生物、多宁生物签生物药合作框架","source_name":"普洛药业","source_type":"company_announcement","source_level":"first_party","original_url":"http://static.cninfo.com.cn/finalpage/2026-07-28/1225443449.PDF","author":"普洛药业","country_region":"中国","language":"zh-CN","published_at":"2026-07-28","updated_at":null,"event_at":"2026-07-28","fetched_at":"2026-07-29T11:00:00+08:00","category":"公司合作","entities":["普洛药业","药明生物","多宁生物"],"industries":["医药"],"themes":["生物大分子药物","产业化","供应链"],"summary":"控股子公司与两家生物科技公司签署战略合作框架。","key_facts":["合作涉及管线开发、产业化能力和供应链","协议为框架性约定","不构成关联交易或重大资产重组"],"key_numbers":[],"verification_status":"verified_first_party","is_original_source":true,"is_reprint":false,"related_urls":[],"correction_status":"none_known"},
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    {"news_id":"CN-IND-005","canonical_event_id":"ccb-tier2-capital-bond-20260728","original_title":"中国建设银行关于境内2026年二级资本债券（第二期）（债券通）发行完毕的公告","chinese_title":"建设银行发行600亿元二级资本债券","source_name":"中国建设银行","source_type":"company_announcement","source_level":"first_party","original_url":"http://static.cninfo.com.cn/finalpage/2026-07-28/1225442984.PDF","author":"中国建设银行","country_region":"中国","language":"zh-CN","published_at":"2026-07-28","updated_at":null,"event_at":"2026-07-24","fetched_at":"2026-07-29T11:00:00+08:00","category":"银行资本工具","entities":["建设银行"],"industries":["银行"],"themes":["二级资本债","债券通","资本补充"],"summary":"建设银行公告披露二级资本债券第二期发行完毕。","key_facts":["规模600亿元","期限10年","募集资金用于补充二级资本"],"key_numbers":["600亿元","10年","1.88%"],"verification_status":"verified_first_party","is_original_source":true,"is_reprint":false,"related_urls":[],"correction_status":"none_known"},
    {"news_id":"CN-IND-006","canonical_event_id":"byd-humanoid-robot-showcase-20260728","original_title":"7月28日A股市场重要快讯汇总","chinese_title":"比亚迪回应人形机器人计划8月亮相","source_name":"新浪财经新闻汇总","source_type":"secondary_report","source_level":"secondary","original_url":"https://finance.sina.cn/headline/2026-07-28/detail-inikirnh9324523.d.html","author":null,"country_region":"中国","language":"zh-CN","published_at":"2026-07-28","updated_at":null,"event_at":"2026-07-28","fetched_at":"2026-07-29T11:00:00+08:00","category":"产品计划","entities":["比亚迪","迪空间"],"industries":["机器人","汽车","人工智能"],"themes":["人形机器人","产品发布"],"summary":"新闻汇总转述比亚迪对人形机器人亮相时间的回应。","key_facts":["计划于8月在迪空间亮相","未取得单独公司公告原文"],"key_numbers":["2026年8月"],"verification_status":"secondary_source_original_response_unavailable","is_original_source":false,"is_reprint":false,"related_urls":[],"correction_status":"none_known"},
    {"news_id":"CN-IND-007","canonical_event_id":"crchi-uhlanqab-compressed-air-storage-contract-20260728","original_title":"包括压缩空气储能采购！铁建重工披露2026年半年度重大合同签约中标情况","chinese_title":"铁建重工披露乌兰察布压缩空气储能采购合同","source_name":"北极星储能网","source_type":"secondary_report","source_level":"secondary","original_url":"https://news.bjx.com.cn/html/20260728/1506211.shtml","author":null,"country_region":"中国","language":"zh-CN","published_at":"2026-07-28","updated_at":null,"event_at":"2026-04-01/2026-06-30","fetched_at":"2026-07-29T11:00:00+08:00","category":"重大合同","entities":["铁建重工","乌兰察布项目"],"industries":["机械设备","储能"],"themes":["压缩空气储能","采购合同"],"summary":"行业媒体转述铁建重工半年度重大合同中的压缩空气储能项目。","key_facts":["合同为乌兰察布压缩空气储能项目采购合同","来源未提供公司公告直链"],"key_numbers":["7984万元"],"verification_status":"secondary_source_original_announcement_unavailable","is_original_source":false,"is_reprint":false,"related_urls":[],"correction_status":"none_known"},
    {"news_id":"CN-IND-008","canonical_event_id":"nord-copper-foil-jiangxi-capacity-20260728","original_title":"4万吨锂电铜箔产能落地江西贵溪","chinese_title":"诺德股份江西锂电铜箔基地一期合计4万吨","source_name":"北极星电力新闻网","source_type":"secondary_report","source_level":"secondary","original_url":"https://news.bjx.com.cn/html/20260728/1506205.shtml","author":null,"country_region":"中国","language":"zh-CN","published_at":"2026-07-28","updated_at":null,"event_at":"2026-07-25","fetched_at":"2026-07-29T11:00:00+08:00","category":"产能投产","entities":["诺德股份","江西诺德铜箔基地"],"industries":["有色金属","动力电池"],"themes":["锂电铜箔","产能","新材料"],"summary":"行业媒体报道江西诺德铜箔基地一期产能落地。","key_facts":["一期新增2万吨","一期合计4万吨","可量产4至5微米锂电铜箔"],"key_numbers":["2万吨","4万吨","4至5微米","合格率大于85%","国内总产能17万吨"],"verification_status":"secondary_source_original_announcement_unavailable","is_original_source":false,"is_reprint":false,"related_urls":[],"correction_status":"none_known"},
    {"news_id":"CN-IND-009","canonical_event_id":"a-share-h1-results-calendar-20260728","original_title":"7月28日A股交易日历","chinese_title":"7月28日多家公司披露中报或业绩预告","source_name":"搜狐证券交易日历汇总","source_type":"secondary_aggregate","source_level":"secondary","original_url":"https://q.stock.sohu.com/cn/news.html?textId=1039840225","author":null,"country_region":"中国","language":"zh-CN","published_at":"2026-07-28","updated_at":null,"event_at":"2026-07-28","fetched_at":"2026-07-29T11:00:00+08:00","category":"公司业绩","entities":["神火股份","东方精工","瑞丰高材","富春股份","壹石通","高斯贝尔","中兰环保","新亚强","四方科技"],"industries":["煤炭","机械设备","化工","环保","半导体"],"themes":["中报","业绩预告"],"summary":"交易日历汇总披露九家公司的中报或业绩预告数字。","key_facts":["神火股份归母净利润同比151.06%","东方精工同比867.75%","四方科技营收9.65亿元、归母净利润8629.16万元"],"key_numbers":["151.06%","867.75%","348.43%","443.75%","154.34%-180.08%","83.04%","30.22%","22.42%","9.65亿元","8629.16万元"],"verification_status":"secondary_aggregate_official_filings_not_individually_checked","is_original_source":false,"is_reprint":false,"related_urls":[],"correction_status":"none_known"},
    {"news_id":"CN-IND-010","canonical_event_id":"huaxia-fund-h1-financials-20260728","original_title":"突然公告：六家公司半年报预增等的消息（7月28日）","chinese_title":"华夏基金上半年经营数据二手转述","source_name":"百度百家号二手汇总","source_type":"secondary_report","source_level":"secondary","original_url":"https://baijiahao.baidu.com/s?id=1871883085616648582","author":null,"country_region":"中国","language":"zh-CN","published_at":"2026-07-28","updated_at":null,"event_at":"2026-01-01/2026-06-30","fetched_at":"2026-07-29T11:00:00+08:00","category":"金融机构业绩","entities":["华夏基金"],"industries":["券商","银行"],"themes":["半年度经营数据","资产管理"],"summary":"二手汇总转述华夏基金上半年财务与管理规模数据。","key_facts":["营业收入57.08亿元","净利润14.13亿元","母公司管理资产规模29079.98亿元"],"key_numbers":["57.08亿元","14.13亿元","230.93亿元","77.28亿元","29079.98亿元"],"verification_status":"secondary_source_original_disclosure_unavailable","is_original_source":false,"is_reprint":false,"related_urls":[],"correction_status":"none_known"},
    {"news_id":"CN-IND-011","canonical_event_id":"china-commercial-space-launch-sites-20260728","original_title":"商业航天重磅利好，全国多地争相布局","chinese_title":"酒泉商业航天试验区招标与海南发射工位竣工","source_name":"腾讯新闻转载","source_type":"secondary_report","source_level":"secondary","original_url":"https://new.qq.com/rain/a/20260728A025LT00","author":null,"country_region":"中国","language":"zh-CN","published_at":"2026-07-28","updated_at":null,"event_at":"2026-07-28","fetched_at":"2026-07-29T11:00:00+08:00","category":"基础设施建设","entities":["酒泉东风商业航天创新试验区","海南国际商业航天发射场"],"industries":["商业航天","机械设备","建筑建材"],"themes":["发射场","招标","工位建设"],"summary":"报道转述酒泉试验区招标和海南发射工位施工进展。","key_facts":["酒泉项目总投资约7.49亿元","工期350日历天","海南3号和4号发射工位土建施工竣工"],"key_numbers":["7.49亿元","350日历天","3号、4号工位"],"verification_status":"secondary_source_original_tender_documents_unavailable","is_original_source":false,"is_reprint":false,"related_urls":[],"correction_status":"none_known"},
    {"news_id":"CN-IND-012","canonical_event_id":"zhenhua-fengguang-emerging-fields-20260728","original_title":"振华风光：2026年公司将紧盯民品市场领域","chinese_title":"振华风光称将布局商业航天、低空经济和电网等领域","source_name":"雪球调研信息转载","source_type":"secondary_report","source_level":"secondary","original_url":"https://xueqiu.com/8353550788/402514967","author":null,"country_region":"中国","language":"zh-CN","published_at":"2026-07-28","updated_at":null,"event_at":"2026-07-28","fetched_at":"2026-07-29T11:00:00+08:00","category":"公司调研","entities":["振华风光"],"industries":["商业航天","低空经济","电网","医疗器械"],"themes":["战略新兴领域","民品市场"],"summary":"调研信息转载公司对商业航天、低空经济等方向的布局表述。","key_facts":["涉及商业航天、低空经济、医疗电子、轨道交通和电力电网","未取得公司IR原始页面"],"key_numbers":["2026年"],"verification_status":"secondary_source_ir_unavailable","is_original_source":false,"is_reprint":false,"related_urls":[],"correction_status":"none_known"},
    {"news_id":"CN-IND-013","canonical_event_id":"zhongkuang-africa-lion-mining-transfer-20260720","original_title":"一周热点！本周全球有哪些矿业大事发生？","chinese_title":"中矿资源拟1950万美元转让非洲雄狮矿业100%股权","source_name":"澎湃新闻矿业周报","source_type":"secondary_report","source_level":"secondary","original_url":"https://www.thepaper.cn/newsDetail_forward_33667407","author":null,"country_region":"中国/赞比亚","language":"zh-CN","published_at":"2026-07-28","updated_at":null,"event_at":"2026-07-20","fetched_at":"2026-07-29T11:00:00+08:00","category":"并购与资产处置","entities":["中矿资源","非洲雄狮矿业","赞比亚稀土和磷矿"],"industries":["稀土","有色金属"],"themes":["矿业股权","稀土","磷矿"],"summary":"7月28日矿业周报转述7月20日公告的股权转让事项。","key_facts":["拟转让100%股权","买方为西诺格瑞特化工公司及自然人","标的涉及赞比亚稀土和磷矿采矿权"],"key_numbers":["1950万美元","100%","预计归母净利润984万美元"],"verification_status":"secondary_report_event_outside_primary_window","is_original_source":false,"is_reprint":false,"related_urls":[],"correction_status":"none_known"},
    {"news_id":"CN-IND-014","canonical_event_id":"china-renewable-energy-15th-five-year-plan-20260728","original_title":"政策与需求共振，风电储能及新技术方向景气上行","chinese_title":"公开解读披露可再生能源十五五规划目标","source_name":"东方财富号政策解读","source_type":"secondary_policy_interpretation","source_level":"secondary","original_url":"https://caifuhao.eastmoney.com/news/20260728091203843813500","author":null,"country_region":"中国","language":"zh-CN","published_at":"2026-07-28","updated_at":null,"event_at":"2026-07-28","fetched_at":"2026-07-29T11:00:00+08:00","category":"能源政策","entities":["国家发展改革委","国家能源局"],"industries":["风电","光伏","储能","电网"],"themes":["十五五规划","可再生能源","置信出力"],"summary":"二手政策解读披露可再生能源装机和风光考核目标，规划原文未取得。","key_facts":["2030年可再生能源总装机35亿千瓦","风电和太阳能总装机超过28亿千瓦","首次引入风电光伏置信出力8%考核"],"key_numbers":["35亿千瓦","28亿千瓦","30%","8%","1亿千瓦","10GWh"],"verification_status":"secondary_source_original_policy_unavailable","is_original_source":false,"is_reprint":false,"related_urls":["https://news.bjx.com.cn/html/20260728/1506138.shtml"],"correction_status":"none_known"}
  ]
}

References

  1. 1路维光电关于调整募投项目拟投入募集资金金额的公告
  2. 2中国能建2026年Q2新能源及综合智慧能源新签项目355个
  3. 3普洛药业关于控股子公司签署战略合作框架协议的公告
  4. 4安琪酵母关于酶制剂公司新建合成生物中试验证基地项目的公告
  5. 5建设银行关于境内2026年二级资本债券第二期发行完毕的公告
  6. 67月28日A股市场重要快讯汇总
  7. 7铁建重工披露2026年半年度重大合同签约中标情况
  8. 84万吨锂电铜箔产能落地江西贵溪
  9. 97月28日A股交易日历
  10. 10六家公司半年报预增等消息
  11. 11商业航天重磅利好，全国多地争相布局
  12. 12振华风光：2026年公司将紧盯民品市场领域
  13. 13一周热点：本周全球矿业大事
  14. 14政策与需求共振，风电储能及新技术方向景气上行

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