Core Viewpoint - The project by Fujian Saibang New Materials Technology Co., Ltd. for recycling materials from new energy batteries has made significant progress, with its environmental impact report entering the approval stage [1] Investment and Project Details - The total investment for the project is approximately 1.012 billion yuan, located in the Long'an Chemical Park of Ningde City [1] - The project involves the renovation and expansion of existing facilities to process "ternary black powder," which includes treated waste ternary lithium battery cathode materials and nickel-cobalt-manganese hydroxide (MHP) [1] - Upon completion, the project will have an annual production capacity of 52,000 tons of new energy battery materials, including nickel-cobalt-manganese sulfate, cobalt oxide, manganese oxide, electrowinning nickel, and lithium carbonate [1] Environmental Management - The project plans to implement advanced processes such as wet leaching and extraction to recover key metal elements like nickel, cobalt, manganese, and lithium [1] - For waste gas generated during production, the project will utilize incineration and multi-stage purification for battery disassembly and pyrolysis emissions, while other process emissions will be treated with alkaline liquid spraying to ensure compliance with discharge standards [1] - In terms of water pollution prevention, the project will initially adopt a "zero discharge" design for high-concentration wastewater, using an evaporation crystallization system for water reuse [1] - Once the park's wastewater treatment facilities are improved, wastewater will undergo strict pretreatment before being discharged into the park's sewage treatment plant for further processing [1]

Core Viewpoint - The National Energy Administration has issued the "Implementation Rules for the Management of Renewable Energy Green Power Certificates (Trial)" to standardize the lifecycle management of green certificates and promote high-quality market development [1] Group 1: Key Aspects of the Implementation Rules - The rules aim to refine the top-level design by detailing the principles for the issuance and trading of green certificates, clarifying processes for issuance, transfer, cancellation, supervision, and information management [1] - The rules emphasize the need for coordination between green certificates and other policies such as voluntary emission reduction markets (CCER) and carbon emission control mechanisms to ensure the authority, uniqueness, and universality of environmental rights [1] - The rules address social concerns by providing solutions for issues like self-consumed electricity, off-grid project certificate issuance, and disputes over certificate data [1] Group 2: Specific Mechanisms and Regulations - A collaborative mechanism is established among various stakeholders, including the National Energy Administration, provincial energy departments, grid companies, and power trading institutions, to clarify core responsibilities in green certificate management [2] - An account system is to be developed with a national green certificate issuance and trading system as the authoritative ledger, standardizing account management requirements and ensuring data integrity for renewable energy consumption and carbon reduction [2] - The issuance management will be refined by categorizing certificates, specifying issuance targets, and establishing clear timelines for key processes, ensuring comprehensive coverage for projects facing issuance obstacles [2] Group 3: Additional Mechanisms - A cancellation mechanism will focus on the uniqueness of environmental attributes, detailing rules for scenarios like expired certificates and account cancellations, providing authoritative proof for green electricity consumption tracing and certification [3] - A dispute resolution mechanism will standardize the application and handling processes for disputes regarding certificate issuance and transfer, ensuring the protection of market participants' rights [3] - Information supervision will be strengthened with a focus on data authenticity and traceability, outlining responsibilities for data management and penalties for violations, thereby reinforcing market safeguards [3] Group 4: Overall Impact - The introduction of these rules is expected to enhance the scientific, standardized, and operational aspects of the green certificate system, filling existing gaps in practical regulations and significantly contributing to the high-quality development of the green certificate market [3]

Core Viewpoint - The price of lithium carbonate has surged at the beginning of 2026, driven by international expectations, policy disruptions, and industry behaviors, with battery-grade lithium carbonate reaching 154,100 yuan/ton, a nearly 29.17% increase from December 31, 2025 [2] Group 1: Price Trends - As of January 12, 2026, both battery-grade and industrial-grade lithium carbonate prices have surpassed 150,000 yuan per ton, with industrial-grade at 151,250 yuan/ton, reflecting a 29.94% increase from the end of 2025 [2] - The rebound in lithium carbonate prices is attributed to geopolitical tensions and resource policy adjustments that heighten supply concerns [2] Group 2: Supply Factors - The Brazilian government's decision to freeze new mining rights auctions has intensified market fears regarding lithium resource supply tightening [2] - Domestic supply is constrained due to increased environmental requirements for lithium mining, which may raise operational costs and affect future production capacity [3] - A significant supply gap of 5,000 to 8,000 tons per month has emerged due to the delayed resumption of production at the Jiangxi lithium mine and seasonal maintenance of older production lines [3] Group 3: Demand Dynamics - The demand for lithium carbonate remains strong, particularly from the booming electric vehicle market, with battery manufacturers actively procuring lithium to meet production needs [4] - Some downstream companies have announced production line maintenance, which may impact the overall demand for lithium carbonate [4] Group 4: Market Outlook - Industry experts suggest that the fundamentals supporting lithium carbonate prices remain robust, indicating a sustained strong price environment with increased volatility expected [5]

Core Viewpoint - The Ministry of Finance and the State Taxation Administration announced an adjustment to the export tax rebate policy for photovoltaic and other products, effective from April 1, 2026, which will cancel the VAT export rebate for 249 products, including those in the photovoltaic, chemical, and building materials sectors [1]. Group 1: Policy Changes - From April 1, 2026, the VAT export rebate for 249 products will be canceled, affecting over 80 chemical products including methanol, lithium hexafluorophosphate, 1,2-ethanediol, BDO, and PVC [1]. - The export tax rebate rate for battery products will be reduced from 9% to 6% from April 1, 2026, until December 31, 2026, and will be completely canceled starting January 1, 2027 [4]. Group 2: Affected Products - The list of affected chemical products includes lithium hexafluorophosphate (code 28269020), methanol (code 29051100), and 1,2-ethanediol (code 29053100) among others [2]. - The announcement specifies various chemical products that will be impacted by the policy change, indicating a broad range of sectors including agriculture and manufacturing [3][4].

Group 1 - The second Green Methanol Energy Industry Development Conference highlighted green methanol as a promising pathway for low-carbon transformation in the automotive sector [1] - Experts emphasized that the green and low-carbon transformation of energy will significantly influence the technological choices in the automotive industry, with methanol being a viable option, especially in commercial vehicles [1] - Recommendations were made for policies to guide industries like coal chemical to produce lower-carbon methanol products through coupling with green hydrogen and green electricity [1] Group 2 - Bosch's president in China stated that methanol is expected to become an important solution that combines economic and low-carbon advantages [2] - The CEO of a remote new energy commercial vehicle group highlighted that methanol-hydrogen-electric hybrid technology offers significant advantages over traditional new energy technologies, making it suitable for China's energy independence and sustainable carbon neutrality [2] - The deputy director of the Methanol Vehicle Promotion Application Expert Guidance Committee pointed out two main challenges for promoting methanol vehicles: high costs of green methanol and the need for improved standards and management for refueling stations [2] Group 3 - The conference also released the "Initiative to Promote the Development of Liquid New Energy," calling for enhanced policy coordination, technological innovation, and industry collaboration to accelerate the large-scale application of green methanol and methanol-hydrogen-electric technologies in transportation logistics [3]

Group 1 - The core viewpoint of the article is the strategic collaboration among three companies to promote the large-scale development of biodegradable materials [1] - The agreement involves comprehensive cooperation in product procurement, industrial park construction, technology collaboration, and capital and equity cooperation [1] - The companies aim to create a full industry chain from bio-based raw materials to modified materials and end products, focusing on the commercialization of biodegradable materials and zero-carbon industries [1] Group 2 - Xiaocao Green Energy will be responsible for the investment, operation, and management of the industrial park project [1] - Anhui Fengyuan will provide technology authorization and management output [1] - Shanghai Yuanyi will offer financial solutions and strategic planning support [1] Group 3 - The three parties plan to complete the investment and construction of the relevant industrial park projects within five years and achieve production [1] - The collaboration aims to produce market-demand products such as polylactic acid, modified materials, and related products [1]

作为本标准的主要参与起草单位之一，中国电子云深度参与了标准的研制过程，其在该领域的实践经验 与技术理解为标准的科学性与实操性提供了支持。据其介绍，标准核心内容包括四方面。 一是确立治理原则。明确了标准化、透明性、合规性、安全性等八大原则，并强调实验可追溯性。二是 覆盖全流程阶段。构建了从顶层设计、组织保障、工程建设到运营优化的四阶段治理体系。三是聚焦多 模态数据。针对实验表征、模拟仿真、工艺制造、应用性能等多类型数据，制定了统一的采集、存储与 共享标准，并致力于建立跨模态数据关联标准，打破数据孤岛。四是强化质量与安全。明确了具体的数 据质量指标，并建立了数据分类分级、分级加密、分区域访问控制等安全机制，辅以差分隐私、同态加 密等技术保障隐私。 中化新网讯 近日，由深圳市新材料行业协会牵头，中国电子云等27家企业及科研机构共同起草的团体 标准《面向新材料领域的人工智能数据治理指南》正式发布并实施。作为国内该领域首个专项标准，其 旨在解决行业数据治理痛点，为产业智能化转型提供规范化指引。 该标准适用于合金、新能源材料、半导体、生物制药等多个细分领域，覆盖研发至产业应用全链条。其 实施预期将为企业提供标准化操作手册 ...

Core Viewpoint - The project of 1.5 million tons/year acetic acid at the Juzhengyuan (Jieyang) New Materials Base has officially entered the trial production phase, marking it as one of the largest single-unit acetic acid production facilities globally, which will significantly impact China's acetic acid industry chain and promote the formation of a new materials industry cluster in the region [1][4]. Technical Aspects - The project utilizes methanol and carbon monoxide as raw materials, employing a rhodium-based catalyst for low-pressure carbonylation to produce acetic acid, achieving high conversion rates, good selectivity, and mild reaction conditions, which effectively enhance thermal efficiency and reduce energy consumption [1][3]. - The main technical indicators of the project meet international advanced levels, with core metrics such as single-unit scale, energy consumption control, and environmental emissions comparable to leading international technologies [3]. Industry Impact - The project will further increase China's annual acetic acid production capacity, solidifying the country's leading position in the global acetic acid industry, and filling the production gap in South China, which previously relied on external supplies [2][4]. - Acetic acid serves as a "universal intermediate" in the chemical industry, widely used in the production of PTA, vinyl acetate, and acetate esters, thus the project is expected to stimulate downstream industries like vinyl acetate and butanol, enhancing the vitality of the new materials industry chain in Jieyang [5]. Regional Development - The project is expected to change the consumption-only status of South China in the acetic acid market, achieving a balanced capacity layout that meets the growing demand for high-end chemical raw materials in the Greater Bay Area, thereby reducing procurement and logistics costs for downstream enterprises [4]. - Future plans include forming a complete industrial chain from basic raw materials to high-end new materials, contributing to the establishment of a regional new materials industry cluster in Jieyang [4]. Talent and Innovation - The project has attracted a high-quality professional talent pool and technical teams, promoting regional technological innovation capabilities and talent development, while collaborations with universities and research institutions will enhance the integration of industry, academia, and research [5]. - As a key project under Guangdong's "Hundred Million Project," it employs domestic technology to achieve self-sufficiency in key chemical raw materials, reducing reliance on external supplies and enhancing the autonomy of China's chemical industry chain [5]. Project Management - The construction faced multiple challenges, including tight schedules, adverse weather, limited space, and complex technologies, which were successfully overcome through innovative processes, optimized construction organization, and strengthened process control [6]. - The project team aims to ensure stable and efficient operation of the facility, contributing to the high-quality development of the regional economy [6].

Core Viewpoint - A Chinese research team has achieved a breakthrough in the efficient separation of lithium, sodium, and potassium ions from lithium-rich brine, which is crucial for lithium extraction and has significant economic implications [1] Group 1: Technological Advancements - The research team developed a green and efficient lithium extraction technology by designing a new type of lithium-selective extractant, addressing traditional extraction system challenges related to environmental protection, safety, and cost control [1] - The new technology can increase the overall lithium ion recovery rate in lithium carbonate production by 15% to 20% and reduce costs by 30%, with water and energy consumption below industry standards by over 30% [1] Group 2: Industry Impact - The world's first industrial demonstration line for extracting lithium from brine, capable of producing battery-grade lithium carbonate at a scale of 10,000 tons, has been established, achieving a lithium recovery rate of over 98% [1] - The new extraction line is expected to generate an additional output value of over 600 million yuan, providing critical technical support for the high-quality development of China's salt lake lithium industry [1] - Experts have evaluated the technology as reaching an international leading level, with its industrial application likely to support efficient recovery and high-value utilization of salt lake lithium resources [1]

中化新网讯 近日，宁德时代与思源电气签署为期三年的储能合作备忘录，目标合作电量50吉瓦时。双 方将基于各自传统优势领域，推广储能市场化双采模式，共同提升产业链协同效率，助力储能行业高质 量发展。 图为签约现场。(企业供图) 据了解，思源电气专注于电力领域的技术研发、设备制造及工程服务，积极推动能源行业的数字化转 型。此次宁德时代与思源电气签署合作备忘录，是双方继2022年建立合作以来的一次战略性深化与全新 探索，进一步强化了双方在储能产业链中的协同深度。 未来三年，双方将围绕储能系统、输配电等配套设备，实现产业链上下游的双向协同。在此基础上，双 方还将加强技术交流与项目合作，持续优化整体解决方案能力，提升项目交付效率与可靠性，加速储能 系统在新型电力网络中的规模化应用。 ...