<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>TradeNothing 研报</title><description>从现实变化出发，穿透产业逻辑、市场定价与具体证券。</description><link>https://tradenothing.com/</link><language>zh-CN</language><item><title>煤炭“十五五”价值池：传统贝塔未消失，煤层气与智能化仍是期权</title><link>https://tradenothing.com/reports/coal-fifteenth-five-value-pools-2026-08-12/</link><guid isPermaLink="true">https://tradenothing.com/reports/coal-fifteenth-five-value-pools-2026-08-12/</guid><description>规划提高煤层气与智能化目标，但当前是价值池叠加而非整体换轨；三条新方向均未完成订单或产量到现金的闭环，当前没有可用 setup。</description><pubDate>Wed, 12 Aug 2026 04:00:00 GMT</pubDate><category>煤炭十五五</category><category>600582</category><category>000968</category><category>601717</category><category>601088</category><category>601699</category></item><item><title>中国商业航天未来3—6个月利润池迁移：条件路径与A股映射</title><link>https://tradenothing.com/reports/commercial-space-profit-pool-2026-08-11/</link><guid isPermaLink="true">https://tradenothing.com/reports/commercial-space-profit-pool-2026-08-11/</guid><description>产业时钟已经前移、短线事件再点火，但季度利润验证仍未成立；研究只保留带触发与失效条件的经济优先项。</description><pubDate>Tue, 11 Aug 2026 04:00:00 GMT</pubDate><category>商业航天</category><category>688102</category><category>002413</category><category>688333</category></item></channel></rss>