"宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 势银研究： 势银产业研究服务 势银数据： 势银数据产品服务 重要会议： 2025势银（银川）长时储能产业大会（7月2日-3日，宁夏·银川） 点此报名 添加文末微信，加 燃料电池 群 访问戈尔专家，一同探讨交通运输行业的无碳化 到2050年，年度货运卡车里程数预期还会大幅增长，这使得其它低碳能源的开发及商业化应用刻不 容缓。 燃料电池电堆制造商面临的挑战 氢燃料能够以更小的重量储存更多的能量，因而非常适合大型运输。燃料电池电堆的功率可通过增 加额外的燃料电池来提高，而重量却不会增加太多，从而可进一步提升商业氢能车队的运载能力。 氢能卡车已经展现出一定的竞争优势，其燃料加注速度甚至比传统内燃机更快。 2025年，交通运输体系的绿色低碳转型成为政策焦点之一，是推动高质量发展的重要抓手。在"双 碳"目标与国七排放标准升级的双重驱动下，氢燃料电池技术被列为重型车辆零碳转型的重要路 径。 美国戈尔的GORE-SELECT ® 质子交换膜 凭借其高效能、耐久性等特性，将推动氢燃料电池的应 用发展，成为重型车辆行业绿色转型的"核心引擎"。 重 ...

以小流域治理保障大江河清，宜宾在全省率先携手川、滇九县（区）建立联盟共护南广河机制，形成上下 游、左右岸协同共治格局。宜宾市水利局相关负责人介绍，目前，宜宾清退岸线近6公里，拆除违法建筑物1.3万 余平方米，提前两年完成155个长江入河排污口整治，优良水体比例达88.9%，较2022年治理前提升30%。 宜宾三江口鱼游鸟飞，引来市民围观。兰锋 摄 6月3日，"筑牢长江上游生态屏障"成效发布会在宜宾市三江口长江公园举行。发布会透露，过去3年，宜宾22 个国省考核断面优良水体比例持续保持100%，PM2.5累积浓度降低8.4%，环境空气质量综合指数在全国168个重 点城市排名中上升30位。 2022年6月8日，习近平总书记在宜宾市三江口视察当地推进长江流域生态修复保护、实施长江水域禁捕退捕 等情况，殷殷嘱托筑牢长江上游生态屏障，守护好这一江清水。一组升降数据给出宜宾3年来绿色发展成绩单： 2022年以来，宜宾GDP增长16.8%，PM2.5下降8.4%。变化，来自宜宾市持续推进绿色低碳转型，促进产业结构、 能源结构、交通运输结构调整。2024年，宜宾绿色低碳产业占比达44.8%。宜宾积极实施长江生态综合治理，建 ...

Group 1: Bilateral Cooperation and Trade - The year 2025 marks the 75th anniversary of diplomatic relations between China and Indonesia, coinciding with the 70th anniversary of the Bandung Conference, highlighting significant historical milestones [1] - In 2024, the bilateral trade volume between China and Indonesia is projected to reach approximately $147.8 billion, reflecting a year-on-year growth of 6.1%, with China being Indonesia's largest trading partner for 12 consecutive years [1] - The first Global High-Quality Belt and Road Summit was held in Jakarta on May 25, 2024, emphasizing sustainable infrastructure and development goals [1] Group 2: Nickel Industry Development - Indonesia is a major player in the global nickel supply, with its nickel production surging from 1.04 million tons in 2021 (38% of global production) to 1.8 million tons in 2023, exceeding 50% of global output [9] - The export value of nickel products from Indonesia has increased significantly, from $1 billion in 2014 to $20.9 billion in 2023, indicating a shift from raw material exports to high-value nickel processing products [9] - Chinese companies, such as Greeenme and Huayou Cobalt, are heavily investing in Indonesia's nickel mining and processing sectors, establishing a full industrial chain from nickel resource development to battery manufacturing [5][7] Group 3: Sustainable Development and Green Technology - The Belt and Road Initiative is positioned as a pathway for both open and green development, promoting cooperation in green infrastructure, energy, and transportation [10] - A joint research laboratory for new energy materials and metallurgy technology was established in Bandung, Indonesia, with an investment of $30 million, aimed at advancing sustainable mining and resource utilization [8] - The adoption of high-pressure acid leaching (HPAL) technology for nickel production is highlighted for its lower carbon emissions compared to traditional methods, aligning with global trends towards green and low-carbon resources [11]

Core Viewpoint - The special graphite industry is experiencing significant growth driven by increasing demand in various sectors such as photovoltaics, semiconductors, and new energy batteries, supported by government policies and technological advancements [1][13]. Industry Overview - Special graphite, characterized by a carbon content greater than 99.99%, is essential in strategic emerging industries due to its high strength, density, and purity [3]. - The demand for special graphite in China is projected to grow from 115,000 tons in 2019 to 250,000 tons by 2024, with a compound annual growth rate (CAGR) of 16.80% [1][13]. Market Demand and Supply - The production of special graphite in China increased from 60,000 tons in 2019 to 134,100 tons in 2023, with a slight decline expected in 2024 to 121,300 tons, reflecting a 9.5% decrease from the previous year [11]. - The market for isotropic graphite is dominated by fine structure graphite, which accounted for 111,616 tons in 2024, despite a 9.33% decline from 2023 [11]. Technological Characteristics - Special graphite materials possess key physical and chemical properties, including high volume density, compressive strength, and low resistivity, which are critical for various applications [5][6]. Policy Support - The Chinese government has implemented several policies to promote the development of the special graphite industry, including the inclusion of high-performance graphite in encouraged categories for investment [7][9]. Competitive Landscape - The special graphite industry in China is characterized by a relatively low concentration of large-scale enterprises, with key players including Wuxing New Materials, Chengdu Carbon Materials, and Ningxin New Materials [17][19]. - The industry is witnessing a shift towards domestic production of high-end graphite products, reducing reliance on imports [15][23]. Future Trends - The demand for high-end special graphite products is expected to increase, particularly in sectors like photovoltaics and lithium batteries, with annual growth rates projected to exceed 20% [26]. - Environmental policies are pushing the industry towards greener and more sustainable practices, emphasizing energy efficiency and resource recycling [24].

Core Viewpoint - The integration of transportation and energy is crucial for achieving carbon neutrality goals, significantly reducing carbon emissions while providing economic and social benefits [1][2]. Group 1: Current State and Policy Direction - The integration of transportation and energy involves breaking down industry barriers through technological innovation and infrastructure development, becoming a key pathway for green and low-carbon transformation [2][3]. - The national infrastructure has seen significant advancements, with over 890,000 kW of clean energy installed capacity and 35,000 charging piles built, alongside a 77.6% share of new energy city buses [2][3]. - A series of policy documents have been issued to promote energy-saving renovations of existing transportation infrastructure and accelerate the application of renewable energy in key areas [2][3]. Group 2: Key Application Scenarios - Distributed photovoltaic systems combined with energy storage are being implemented in various transportation facilities, such as service areas and airports, to achieve self-sufficiency in green energy [4]. - A robust charging and swapping network has been established, with 3.99 million public charging piles and 16,000 charging stations by April 2025, supporting the rapid development of electric vehicles [5]. - Green ports are being developed to utilize renewable energy sources, with Shanghai Port achieving 100% shore power coverage and several ports included in the "Asia-Pacific Green Port Award Program" [6]. Group 3: Challenges and Development Paths - The integration faces challenges such as insufficient technological maturity, with complexities arising from the need for multi-domain technology integration [11]. - The policy framework is still underdeveloped, lacking comprehensive standards and mechanisms for project management in the integration sector [12]. - Market mechanisms are not fully established, with high initial investments and long payback periods deterring private sector participation [13]. Group 4: Future Directions - There is a need to enhance the policy support system by developing relevant planning and standards for deep integration of transportation and energy [14]. - Emphasis on technological innovation is essential, focusing on smart transportation and digital energy to drive the integration forward [15]. - Expanding application scenarios is crucial, promoting a collaborative development model that integrates transportation with renewable energy sources [16]. - Exploring market-oriented development mechanisms will be vital for attracting social capital and enhancing investment confidence in the integration projects [17]. Conclusion - The emergence of new business models in the integration of transportation and energy showcases significant potential for economic and social development, necessitating breakthroughs in key technologies and a robust policy framework to support large-scale development [18].

Group 1 - Hohhot has been selected as a national carbon peak pilot city, reflecting the common challenges and solutions in green transformation across various regions [1] - The key to achieving the "dual carbon" goals lies in optimizing the energy structure, expanding the green energy industry, and fostering a low-carbon lifestyle among the public [1][2] - Inner Mongolia has achieved an average GDP growth of 6% and a fixed asset investment growth of 15.1% while maintaining an energy consumption growth rate of 1.4%, demonstrating the synergy between low-carbon transition and economic growth [1] Group 2 - Ordos City is developing the world's first zero-carbon industrial park, supported by green electricity and driven by technological innovation, aiming for cross-regional replication of the zero-carbon model [2] - Non-pilot regions are encouraged to accelerate industrial transformation and establish a gradient transition from high-carbon to low-carbon and zero-carbon development [2] - The energy sector should focus on replacing high-carbon fossil fuels with renewable energy sources like wind and solar power, while the industrial sector should promote low-carbon technology upgrades [2] Group 3 - There is a need to enhance public awareness of low-carbon lifestyles, as issues like water waste and food loss remain prevalent [3] - The implementation of a comprehensive energy-saving strategy and the promotion of a circular economy require social advocacy to integrate low-carbon concepts into education and public services [3] - Achieving the "dual carbon" goals is urgent and requires a collective effort to incorporate low-carbon development into the broader context of high-quality growth [3]

"水泥市场需求下滑严重，供需矛盾加剧，市场信心缺失，企业生产经营困难，纷纷通过低价恶性竞争抢占市场份额，导 致水泥价格持续下降至成本线附近，行业效益大幅下降。"数字水泥网总裁陈柏林表示。 本报记者 刘欢 近期，安徽海螺水泥股份有限公司（以下简称"海螺水泥"）、天山材料股份有限公司（以下简称"天山股份"）、甘肃上峰 水泥股份有限公司（以下简称"上峰水泥"）等多家水泥上市公司陆续召开业绩说明会，各公司高管围绕公司2024年、2025年一 季度的业绩表现和经营情况等，与投资者展开了深入交流。 从上述公司业绩说明会释放的信号来看，各企业围绕产业链延伸、绿色低碳转型等方向谋篇布局，试图在需求下行等多重 压力下，寻找突围与转型的新路径。 企业积极探索应对之策 2024年，全国及各主要消费区域水泥需求均出现接近两位数的降幅，全国规模以上企业的累计水泥产量18.25亿吨，同比下 降9.5%（按可比口径），水泥产量创下十五年以来的最低值。 从企业层面来看，Wind数据显示，2024年，A股市场18家水泥上市公司中，有10家净利润同比下滑。 "展望2025年全年，水泥行业整体盈利水平有望比2024年出现明显改善。"中国水泥协会会 ...

Core Viewpoint - Shaanxi province is committed to ecological protection and pollution prevention, focusing on the Qinling region, the Yellow River basin, and the South-to-North Water Diversion project to support green and low-carbon development. Group 1: Ecological Protection Initiatives - Shaanxi has strengthened collaborative ecological protection in the Qinling area, achieving a top ecological quality index in the region, with 12 counties recognized as national ecological civilization demonstration zones [1] - The province has implemented ecological protection actions along the Yellow River, signing compensation agreements and ensuring that 26 cities maintain clean water bodies, with the Yellow River's water quality in Shaanxi reaching Class II for three consecutive years [1] - Strict measures are in place for the South-to-North Water Diversion project, with ongoing pollution control and ecological restoration efforts, resulting in 11 years of Class II water quality in the Han and Dan rivers [1] Group 2: Environmental Quality Improvement - Shaanxi is addressing prominent ecological issues, promoting environmental performance improvements in key industries, and advancing air pollution control initiatives [2] - The province has implemented targeted water quality management strategies, including pollution source tracing and industrial park pollution remediation [2] - Efforts are underway to enhance rural wastewater treatment and monitor new pollutants, ensuring comprehensive environmental governance [2] Group 3: Economic and Environmental Synergy - Shaanxi is promoting green and low-carbon economic transformation through regional control measures and optimizing the business environment, including a significant reduction in project approval times [3] - The province has established a data management platform for environmental control and has conducted over 18,000 analyses to support ecological governance [3] - Support measures for climate investment and carbon capture technology are being accelerated, fostering a shift towards sustainable production and consumption [3] Group 4: Commitment to Sustainable Development - The provincial government emphasizes the importance of ecological civilization reforms and pollution prevention to enhance modern environmental governance and support high-quality development [4]

Core Viewpoint - The construction and operation of the Turgusun Hydropower Station in Kazakhstan represent a significant collaboration between China and Kazakhstan under the Belt and Road Initiative, contributing to local green energy transformation and environmental protection. Group 1: Project Overview - The Turgusun Hydropower Station has an installed capacity of 24.9 MW and an average annual electricity generation of 79.8 million kWh, which reduces carbon dioxide emissions by 72,000 tons annually [4]. - The project was initiated in January 2017 and commenced operations in July 2021, taking over four years to complete [2]. Group 2: Environmental Impact - The hydropower station addresses half of the electricity shortfall in the Altai region of East Kazakhstan, promoting a green and low-carbon transition [4]. - Environmental protection measures were integrated throughout the project lifecycle, including limiting construction activities to a 150-meter area from the power station and ensuring that all construction vehicles meet emission standards [7]. Group 3: Wildlife and Ecosystem - The presence of wildlife, such as bears and deer, indicates a healthy ecosystem around the hydropower station, which is crucial for maintaining biodiversity [6]. - The project has facilitated the healthy reproduction of rare cold-water fish species in the Turgusun River due to strict environmental standards [7]. Group 4: Future Prospects - The company plans to deepen cooperation with Kazakh partners to develop additional hydropower projects in East Kazakhstan, further supporting local green development [9]. - The ongoing development of more hydropower projects aims to turn the vision of clean energy into reality, showcasing the expanding cooperation between China and Kazakhstan [11].

Core Insights - The global chemical industry is facing structural imbalances in basic products, characterized by low-end capacity duplication and insufficient high-end supply [1] - The "14th Five-Year Plan" for the chemical industry will focus on high-quality development, innovation-driven growth, and a modern industrial system that is green, safe, and controllable [2] Group 1: Structural Challenges - The traditional top-down planning model has led to severe homogenization of production capacity across regions, exacerbating supply-demand imbalances [1] - The changing social demand structure necessitates a shift towards "demand-driven supply" to rewrite industrial planning logic [1] Group 2: Strategic Objectives - The "15th Five-Year Plan" will emphasize the "strong country" goal, enhancing new quality productivity, global competitiveness, and security assurance in the chemical industry [2] - The plan will adopt a localized approach to identify suitable product routes and build differentiated advantages through various strategic directions [2][3] Group 3: Structural Adjustments - The plan will continue the high-end structural adjustment approach from the "14th Five-Year Plan," focusing on deep supply-side structural reforms [3] - It will encourage vertical extension of the industrial chain and promote upstream development of specialty raw materials, midstream processing capabilities, and downstream high-value-added products [3] Group 4: Innovation and Technology - The chemical industry must integrate technological and industrial innovation, enhancing the soft environment and strengthening hard technology to elevate industry capabilities [4] - The focus will be on green, safe, and intelligent innovations, transitioning towards low-carbon and intelligent manufacturing [4][5] Group 5: Green Transformation - The industry will pursue a comprehensive green low-carbon transformation, leveraging renewable energy for chemical processes and promoting low-carbon technologies [5] - Emphasis will be placed on safety through advanced technologies and digital solutions to enhance operational safety and efficiency [5] Group 6: Industry Mapping - A detailed industry map will be essential for the "15th Five-Year Plan," providing macro guidance for local industrial planning and showcasing the entire industrial chain [6] - The mapping will include various aspects such as competitive landscape, growth potential, and regional collaboration [6][7]