LNG是公认的安全、高效、经济的清洁能源，而绿色LNG则是传统液化天然气的低碳或零碳排放版 本，其"绿色"属性主要体现在生产过程中采用可再生能源或碳抵消技术，以减少全生命周期的温室气体 排放。 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 据中石化中海船舶燃料供应有限公司辽宁分公司总经理洪诗定介绍，此次参与加注作业的大连海能"兴 盛源"轮为2G型半冷半压式液化LNG双燃料气体船，功能强大专业，可灵活适应客户多样化运输需求。 本次加注的绿色LNG由安徽万博能源科技有限公司生产，以有机废弃物发酵产生的生物甲烷液化制 成，无需改造现有LNG发动机即可直接替代使用，全生命周期温室气体减排率可达80%以上，精准契合 国际航运脱碳趋势与环保法规要求。 洪诗定表示，此次全国首次绿色LNG加注的成功落地，不仅为中国航运业绿色替代燃料规模化应用积 累了可复制、可推广的实践经验，标志着中国船用清洁能源推广又迈出了坚实一步。(完) 来源：中国新闻网 编辑：张嘉怡 中国首次绿色液化天然气加注作业在辽宁大连完成 中新社大连12月3日电 (记者 杨毅)中石化中海船舶燃料供应有限公司3日在辽宁大连举行发布会，宣布 ...

12月2日，中国燃气(00384.HK)与亿纬锂能（300014）在亿纬锂能仲恺总部举行战略合作签约仪式。双 方将携手在储能技术创新、生物质技术、绿色清洁能源应用等领域深耕布局，助力"双碳"目标落地。 中国燃气董事会主席刘明辉在致辞中表示，中国燃气拥有覆盖全国2亿人口的能源网络、50万公里燃气 管网及超5000万户家庭用户，具备储能技术规模化落地的场景优势。此次与亿纬锂能的战略合作，是中 国燃气向"绿色二次能源供应商"转型的关键举措，未来将通过资源互补，共同探索生物质能与储能融 合、绿电交易与碳资产运营等创新模式。 亿纬锂能联合创始人、总裁刘建华表示，亿纬锂能凭借全球第二的储能电芯出货量及海外基地的产能布 局，能为双方合作提供稳定的核心产品供应。此次合作是亿纬锂能完善全球产业布局的重要一步，双方 将携手开拓东南亚、欧洲等海外增量市场。 根据最新合作协议，双方将以"优势互补、资源共享、互利共赢"为原则，聚焦三大核心领域深化合作。 其中，在技术研发层面，中国燃气将发挥风光储分布式能源、生物质及绿色低碳平台，与亿纬锂能在电 池全体系解决方案上的领先能力相结合，联合开发储能系统与生物质能源的耦合技术，推动低碳能源管 ...

龙磁科技(300835.SZ)公告称，公司芯片电感业务进展顺利，新产品开发能力得到客户认可，预计明年 一季度部分产品将逐步开始批量交付。此外，公司TLVR电感已通过客户性能测试，部分产品已收到小 批量订单。在磁材业务方面，公司毛利率处于行业较好水平，未来将通过产品结构优化、成本控制和客 户升级保持毛利率稳定或提升。公司计划在现有基础上再新增1万吨永磁产品产能并实现原料本地化供 应，待越南基地扩产完成后，海内外永磁总产能将达到6万吨。在铁氧体永磁材料方面，公司将重点布 局新能源汽车、工业电机、绿色能源等增量领域。 ...

期货市场交易指引 2025 年 12 月 03 日 | | 宏观金融 | | --- | --- | | ◆股指： | 中长期看好，逢低做多 | | ◆国债： | 震荡运行 | | | 黑色建材 | | ◆焦煤： | 区间交易 | | ◆螺纹钢： | 区间交易 | | ◆玻璃： | 观望不追高 | | | 有色金属 | | ◆铜： | 区间短线交易 | | ◆铝： | 建议反弹至高位多单减仓 | | ◆镍： | 建议观望或逢高做空 | | ◆锡： | 区间交易 | | ◆黄金： | 区间交易 | | ◆白银： | 多单持有，新开仓谨慎 | | ◆碳酸锂： | 偏强震荡 | | | 能源化工 | | ◆PVC： | 区间交易 | | ◆烧碱： | 暂时观望 | | ◆纯碱： | 暂时观望 | | ◆苯乙烯： | 区间交易 | | ◆橡胶： | 区间交易 | | ◆尿素： | 区间交易 | | ◆甲醇： | 区间交易 | | ◆聚烯烃： | 偏弱震荡 | | | 棉纺产业链 | | ◆棉花棉纱： | 震荡偏强 | | ◆PTA： | 震荡上行 | | ◆苹果： | 震荡偏强 | | ◆红枣： | 震荡偏弱 | | ...

2025年12月1日，日本政府公布了震惊全球的经济刺激计划——18.3万亿日元（约合8200亿人民币）的财政扩张方案。这笔相当于日本GDP 3.2%的资金，将 主要投向半导体、人工智能和绿色能源领域，试图在中美科技博弈中重现"半导体大国"荣光。然而，就在计划公布当天，日元对美元汇率暴跌至157:1，创 10年来新低，30年期国债收益率飙升至3.38%的历史峰值。这场豪赌究竟是日本经济的救命稻草，还是压垮财政的最后一根稻草？ 1980年代日本半导体的衰落与2013年安倍经济学的教训，为当前救市计划敲响警钟。1986年《日美半导体协定》迫使日本开放市场，美国通过301条款征收 100%惩罚性关税，直接导致日本DRAM全球份额从65%暴跌至20%。2013年安倍晋三推出"三支箭"政策，十年间政府债务增加860万亿日元，GDP却仅增长 11%，陷入"债务陷阱"。 如今高市内阁面临更复杂局面：中国实施水产品禁令导致日本渔业单月损失800亿日元，旅游限制使50万中国游客取消行程；美国对日本汽车加征15%关 税，丰田、本田在美销量下滑12%。内忧外患下，8200亿资金能否突破"投入-贬值-通胀"的恶性循环？ 高市内阁将半导 ...

该实验室主任贾德・弗登表示："数十年来，本实验室凭借其科研实力，不断突破技术边界，为国家发 展做出了重要贡献。新名称体现了能源部赋予我们的更广泛应用能源使命，即通过努力为所有人打造更 经济、更安全的能源未来。" 包括科罗拉多州联邦参议员迈克尔・贝内特在内的民主党人承诺，即便实验室更名，也将确保其继续在 低碳能源领域开展开创性研究工作。 特朗普政府正将 "国家可再生能源实验室"（National Renewable Energy Laboratory）更名为 "落基山国家 实验室"（National Laboratory of the Rockies）。这是该政府为重新定义与清洁能源相关的联邦机构属性 而采取的最新举措。 贝内特在一份声明中称："特朗普总统'钻吧，宝贝，钻吧'（Drill Baby Drill）的口号，永远无法解决美 国面临的最复杂能源挑战。" 责任编辑：郭明煜 这家位于科罗拉多州戈尔登市的实验室隶属于美国能源部，是该部门管理的 17 个国家实验室之一。据 其官网介绍，该实验室长期致力于可再生能源与能源效率领域的研究、开发、商业化及推广应用，曾在 太阳能电池效率提升与风能技术创新方面发挥引领作用 ...

| 项目类别 | 数据指标 | | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | --- | | 期货市场 | 主力合约收盘价（日，元/吨） | | 96,560.00 | -380.00↓ 前20名净持仓（日，手） | -180,180.00 | -9007.00↓ | | | 主力合约持仓量（日，手） | | 552,239.00 | +8606.00↑ 近远月合约价差（日，元/吨） | -180.00 | +380.00↑ | | | 广期所仓单（日，手/吨） | | 8,992.00 | +770.00↑ | | | | 现货市场 | 电池级碳酸锂平均价（日，元/吨） | | 94,400.00 | +50.00↑ 工业级碳酸锂平均价（日，万元/吨） | 91,950.00 | +50.00↑ | | | Li₂CO₃主力合约基差（日，元/吨） | | -2,160.00 | +430.00↑ | | | | 上游情况 | 锂辉石精矿(6%CIF中国)平均价（日，美元/吨） | | 1,230.00 | 0.00 磷锂铝石 ...

Core Viewpoint - Longyuan South Africa Company has made significant achievements in green energy development and social responsibility, aiming to enhance Sino-South African cooperation and contribute to sustainable development in South Africa [1][12]. Group 1: Company Achievements - Longyuan South Africa has focused on wind power project construction, adhering to the principles of open sharing and green development, continuously improving its clean energy supply capacity [3][4]. - The company has serviced approximately 300,000 households through the De Aar wind power project, achieving over 4.5 million tons of carbon reduction [5]. - The 2024 sustainable development report highlights achievements in clean energy and community development, with a goal of reaching 1 million kilowatts of installed capacity in Africa by 2030 [11]. Group 2: Community and Social Responsibility - The annual social responsibility report serves as a comprehensive summary of past efforts and a commitment to future actions, emphasizing higher standards in fulfilling green responsibilities [4]. - The company has actively participated in community building and material donations, setting an example for other Chinese enterprises to enhance local cultural exchanges and social responsibility [9]. Group 3: Future Goals and Collaboration - Longyuan South Africa aims to deepen cooperation with various stakeholders to create a sustainable energy future and promote green transformation in South Africa [12]. - The company calls for collaborative efforts to further promote clean energy and strengthen partnerships in community development [5][11].

人民财讯12月2日电，《福建省有序推进算力基础设施发展若干措施》印发。其中提到，到2027年底， 全省公共算力规模达到12EFLOPS以上，并根据全省公共算力应用需求、资源利用率等情况，谋划建设 一批中型算力基础设施项目，合理扩大算力建设规模，推动智算中心提升国产化率。新建及改扩建数据 中心电能利用效率(PUE)降至1.25以内，数据中心整体上架率不低于65%，打造不少于20个算力应用案 例，稳步提升数据中心绿色能源使用比例。 ...

1. Report Industry Investment Ratings Macro - Finance - Index: Long - term optimistic, buy on dips [1][5] - Treasury bonds: Range - bound [1][5] Black Building Materials - Coking coal: Range trading [1] - Rebar: Range trading [1][7] - Glass: Hold off from chasing high prices, wait and see [1][9] Non - ferrous Metals - Copper: Short - term range trading [1][10] - Aluminum: Reduce long positions when it rebounds to a high level [1][11] - Nickel: Wait and see or short on rallies [1][13] - Tin: Range trading [1][14] - Gold: Range trading [1][16] - Silver: Hold long positions, be cautious about new positions [1][16] - Lithium carbonate: Bullish - leaning range - bound [1][18] Energy and Chemicals - PVC: Range trading [1][18] - Caustic soda: Wait and see for now [1][20] - Soda ash: Wait and see for now [1][25] - Styrene: Range trading [1][20] - Rubber: Range trading [1][21] - Urea: Range trading [1][22] - Methanol: Range trading [1][24] - Polyolefins: Bearish - leaning range - bound [1][24] Cotton Textile Industry Chain - Cotton and cotton yarn: Range - bound [1][28] - PTA: Range - bound [1][28] - Apples: Bullish - leaning range - bound [1][29] - Jujubes: Bearish - leaning range - bound [1][30] Agricultural and Livestock - Pigs: Near - term contracts may adjust weakly at low levels, be cautious about chasing high prices in far - term contracts [1][32] - Eggs: Limited upside [1][33] - Corn: Hedge on rallies, be cautious about chasing high prices in the short - term; expect support in the long - term, but limited upside [1][35] - Soybean meal: Range trading [1][37] - Oils: Rebound from lows, adopt a buy - on - dips strategy [1][42] 2. Core Views of the Report The report provides investment strategies for various futures products in different sectors. It analyzes the market situation of each product based on factors such as supply and demand, macro - economic data, and geopolitical events. For most products, it suggests range trading or a wait - and - see approach, while for some, it gives clear long or short signals according to their specific fundamentals [1][5][7]. 3. Summaries by Related Catalogs Macro - Finance - **Index**: A - shares showed a volatile upward trend on Monday. The market is affected by factors such as PMI data, policy discussions, and international negotiations. The index may be range - bound in the short - term but is optimistic in the long - term [5]. - **Treasury bonds**: Treasury futures mostly rose. The market may focus on the actual scale of the central bank's treasury bond trading operations at the end of the month. With weak profit - making effects in the bond market, the downward space for yields is limited [5]. Black Building Materials - **Coking coal**: The coal market is in a downward trend with weak demand, and most market participants are waiting and seeing [7]. - **Rebar**: The price of rebar futures was strong on Monday. In the short - term, there is no significant supply - demand contradiction, and the price is expected to oscillate at a low level [7]. - **Glass**: Although the futures price has rebounded due to production line shutdown rumors, the social inventory pressure is huge, and the year - end demand is weak. It is not advisable to chase high prices for near - term contracts [9]. Non - ferrous Metals - **Copper**: The situation in Congo (Kinshasa) needs attention. The market consumption has improved, and the social inventory has decreased. The long - term demand for copper is optimistic, but in the short - term, it is necessary to beware of the impact of high prices on consumption and policy changes [10]. - **Aluminum**: The price of bauxite is stable, and the supply of imported ore is expected to increase. The operating capacity of alumina and electrolytic aluminum has changed. The downstream demand is gradually entering the off - season. It is recommended to reduce long positions when the price rebounds to a high level [11]. - **Nickel**: The price of nickel ore is firm, but the supply may be loose in the future. The refined nickel market is in a surplus, and the price of nickel iron has limited upside. It is recommended to wait and see or short on rallies [13]. - **Tin**: The supply of tin ore is tight, and the downstream consumption is weak. The inventory is at a medium level. It is necessary to pay attention to the supply recovery and downstream demand [14]. - **Silver**: Fed officials' dovish remarks have increased the market's expectation of interest rate cuts, and silver prices have rebounded. It is recommended to hold long positions and be cautious about new positions [16]. - **Gold**: Similar to silver, the gold price has rebounded due to interest rate cut expectations and safe - haven demand. Range trading is recommended [16]. - **Lithium carbonate**: The supply is in a tight balance, and the downstream demand is strong. It is necessary to pay attention to the progress of mines in Yichun and the resumption of production of the Ningde Jixiawo lithium mine [18]. Energy and Chemicals - **PVC**: The cost is under pressure, the supply is high, and the demand is weak. It is recommended to conduct range trading and pay attention to policy and cost changes [18]. - **Caustic soda**: The alumina industry may affect the demand for caustic soda. The supply is high in winter. The valuation is suppressed by the expectation of alumina production cuts [20]. - **Styrene**: The recent rebound is due to the "blending oil" narrative, but the fundamentals are weak. It is recommended to conduct range trading and pay attention to the price of pure benzene and crude oil [20]. - **Rubber**: The overseas raw material price has fallen, and the inventory in Qingdao has increased. The demand for tires is limited. The rubber price may continue to decline without strong positive factors [21]. - **Urea**: The supply has increased, the agricultural demand has weakened, and the industrial demand has strengthened. The inventory is decreasing. It is expected to be range - bound [22]. - **Methanol**: The supply has recovered, the demand for methanol - to - olefins has increased slightly, and the traditional demand is weak. The port inventory has decreased [24]. - **Polyolefins**: The supply has changed, the demand is weak, and the inventory has decreased. The PE contract is expected to oscillate within a range, and the PP contract is expected to be bearish - leaning [24]. - **Soda ash**: The supply is in excess, but the cost support is strong. It is recommended to wait and see [25]. Cotton Textile Industry Chain - **Cotton and cotton yarn**: The global cotton supply - demand data is loose, but the strong yarn price has driven the cotton price to rebound [28]. - **PTA**: The international oil price has fallen, the PTA price has decreased, and the supply - demand situation is such that the inventory is decreasing. It is expected to oscillate at a low level [28]. Agricultural and Livestock - **Pigs**: In the short - term, the supply pressure is high, and the demand increase is not significant. In the long - term, the production capacity reduction is accelerating but still above the normal level. It is recommended to short near - term contracts on rallies and be cautious about far - term contracts [32]. - **Eggs**: In the short - term, the spot price fluctuates slightly, and the futures price is range - bound. In the medium - term, the supply - demand situation is improving marginally. In the long - term, the supply pressure still exists [33]. - **Corn**: In the short - term, the price has rebounded, but there is still selling pressure. In the long - term, the demand is gradually recovering, but the supply - demand pattern is relatively loose [35]. - **Soybean meal**: The domestic and international soybean prices have fallen. It is recommended to conduct range trading and for spot enterprises to price the basis from November to January on dips [37]. - **Oils**: The short - term performance of oils is under pressure, but there is support in the long - term. It is recommended to buy on dips and pay attention to relevant data and reports [42].