Market Performance - The public utility sector increased by 0.1% as of January 16, outperforming the broader market, with the electricity sector rising by 0.20% and the gas sector declining by 1.17% [2][8]. Electricity Industry Data Tracking - The price of thermal coal at Qinhuangdao Port rose by 1 CNY/ton week-on-week, reaching 697 CNY/ton as of January 16. Meanwhile, Indonesian coal prices fell by 5.71 CNY/ton to 735.71 CNY/ton, and Australian coal prices decreased by 6.53 CNY/ton to 740.51 CNY/ton [3]. - Coal inventory at Qinhuangdao Port increased by 150,000 tons week-on-week, totaling 5.5 million tons as of January 16. Inland power plants' daily coal consumption rose by 96,000 tons/day to 4.147 million tons, a week-on-week increase of 2.37% [3]. - The outflow from the Three Gorges Dam increased by 19.22% year-on-year and 23.55% week-on-week, reaching 9,180 cubic meters/second as of January 16 [4]. Natural Gas Industry Data Tracking - The LNG ex-factory price index in Shanghai was 3,854 CNY/ton as of January 15, showing a week-on-week increase of 1.29% but a year-on-year decrease of 13.53% [5]. - The European TTF spot price rose by 18.6% week-on-week to 11.4 USD/million BTU, while the US HH spot price increased by 2.8% to 2.95 USD/million BTU [5]. - Domestic natural gas consumption in November was 36.280 billion cubic meters, a year-on-year increase of 4.1%, with production at 21.880 billion cubic meters, up 5.9% year-on-year [6]. Key Industry News - The State Grid Corporation plans to invest 4 trillion CNY in fixed assets during the 14th Five-Year Plan, a 40% increase from the previous plan, focusing on green transformation and enhancing grid functionality [7]. - Multiple provinces have highlighted natural gas as a key strategic energy source in their 14th Five-Year Plans, emphasizing its role in connecting traditional and new energy systems without setting consumption caps [7]. Investment Recommendations - The electricity sector is expected to see profit improvements and value reassessment due to ongoing supply-demand tensions, with a focus on coal power companies like Guodian Power and Huaneng International [8]. - The natural gas sector is anticipated to benefit from stable margins in city gas businesses and opportunities for traders with low-cost long-term gas sources [8].

Core Viewpoint - The State Administration for Market Regulation has reported that the number of national metrology technical standards will increase to 2,273 by 2025, representing a growth of 63.8% compared to 2024 [1] Group 1: Supporting Public Welfare - The release of national metrology technical standards for electronic weighing scales, optical lens boxes, digital electric energy meters, and weighing scales aims to ensure fair transactions and enhance public satisfaction [1] Group 2: Supporting Manufacturing Strength - New national metrology technical standards for satellite navigation interference simulation sources, metrology instrument software identification, and Bluetooth testing instruments are designed to support the development of high-end manufacturing [1] Group 3: Promoting Green Development - The introduction of national metrology technical standards for energy resource measurement reviews in key public institutions, zero-carbon building measurement evaluations, and vehicle emission gas testing instruments will facilitate the achievement of carbon neutrality goals [1]

Core Viewpoint - In 2025, the domestic heavy truck market experienced a strong recovery, achieving total sales of 1.145 million units, a 27% year-on-year increase, marking a four-year high, driven by favorable policies and industry transformation [1] Group 1: Performance Highlights - The heavy truck segment of the company achieved sales of 93,000 units in 2025, leading the industry with a 107% year-on-year growth rate, significantly surpassing the industry average growth of 26% [3] - The company excelled in three major segments: fuel, gas, and new energy, demonstrating a comprehensive breakthrough across technology, growth, green initiatives, and application scenarios [3] Group 2: Technological Advancements - The company's AMT heavy trucks have maintained the top position in industry sales for seven consecutive years, establishing itself as a technical benchmark in the heavy truck market [4] - The combination of the Fokang engine and ZF AMT transmission provides significant advantages in fuel efficiency, reliability, and convenience, reducing overall fuel consumption by 5%-7% [4] Group 3: Market Growth and Segmentation - The gas vehicle segment led the industry with a 45% year-on-year growth, while the 12-18 ton cargo vehicle market saw a remarkable 300% increase, also leading the industry [6] - The new energy heavy truck segment achieved over 300% year-on-year growth, with the Galaxy 5M electric truck serving as a flagship model, addressing various transportation challenges [6] Group 4: User-Centric Approach - The company emphasizes a user-centric innovation system and comprehensive service support, ensuring that products meet diverse operational needs through over 50 core technology iterations [7] - Positive feedback from users highlights the reliability and efficiency of the company's heavy trucks, reinforcing its reputation in the market [7] Group 5: Strategic Partnerships - The company has secured significant orders from major logistics firms, including 202 units of the Galaxy new energy heavy truck, showcasing its brand strength and market influence [9] - A robust service network and tailored operational solutions contribute to reducing user operational costs and enhancing profitability [9] Group 6: Future Outlook - The impressive performance in 2025 reflects the company's technological strength and positive market reputation, with a commitment to driving high-quality development in the heavy truck industry [10]

这一年，南方电网各项事业取得长足进步，在学习教育中砥砺作风，在巡视整改中淬炼党性，在多重考 验中挺膺担当，在复杂环境中稳进应变，在决战决胜中进位争先，建设世界一流企业第二阶段战略目标 如期实现、圆满达成。 这五年，"十四五"圆满收官，南方电网综合实力实现跨越式发展，服务大局发挥顶梁柱作用，"两型建 设"取得开创性进展，发展方式锻造系统性优势， 深化改革彰显示范田担当，业务布局取得全方位突 破，全面从严治党实现整体性重塑。 从一年看五年，极不寻常、极不平凡，南方电网在变革、斗争、担当的主旋律中，跑好了关键一程、铸 就了辉煌一章。 这一程牢记嘱托、勇担使命 将担当作为熔铸于国家发展大局 2026年1月1日，喜讯和新年的钟声一起传来——南方电网西电东送2025年送电量达2616亿千瓦时、创历 史新高。从"十四五"开局之年"2206亿"，到收官之年"首超2600亿"，西电东送电量的增长，映照出南方 电网守护万家灯火的初心。 于时代奋进处落笔 续写中国式现代化南网实践新篇 ——写在南方电网公司第四届职工代表大会第四次会议暨2026年工作会议之际 时代的坐标系上，刻印了发展的足迹。 刚刚走过的2025年，令人难忘，在南方 ...

当前，全球数字化进程加速推进，数据中心需求持续攀升。中国数据中心市场迅猛扩张，截至2025年10 月，中国运营约450座数据中心。迭加「东数西算」工程、国家「十五五」规划中清洁能源转型加速， 以及国家与地方各级政府推出对相变蓄能领域的补贴扶持政策，为集团数据中心余热回收业务开辟了广 阔市场空间。未来，集团将持续推动数据中心余热高效转化，助力行业绿色升级。 雄厚的技术实力与行业认可，为集团业务发展奠定坚实基础。集团已荣获国家级专精特新「小巨人」企 业称号，并获《强国智造栏目》推荐品牌、绿色工厂认证等多项权威殊荣。技术研发与标准制定领域， 集团累计拥有45项核心专利，并主导或参与多项国家及团体标准编制，为项目规范实施与行业健康发展 提供权威技术支撑。 慧源同创科技集团有限公司行政总裁戴耀权表示：「我们对PCM业务在中国数据中心行业实现余热回 收的成功应用倍感振奋，并对业务未来发展充满信心。怀来项目实现了国际前沿技术与中国市场资源的 深度对接与融合，充分印证了集团在相变蓄能领域的技术领先性与市场竞争优势。展望未来，我们将紧 抓国家政策红利与数据中心市场发展契机，持续推动绿色低碳算力产业升级，为国家绿色低碳转型战略 ...

概念创新——明确新型经营主体地位，拥抱能源转型新业态。 旧文件：更侧重于交易行为本身，如交易品种、组织方式、结算等具体操作流程。 改进点：名称从《电力中长期交易基本规则》变为《规则》，虽仅一词之差，但内涵发生质变。 改进点：《规则》首次明确定义了新型经营主体，包括虚拟电厂、负荷聚合商、智能微电网、分布式光 伏、储能等。 国家发展改革委、国家能源局近日印发的《电力中长期市场基本规则》（以下简称《规则》），不仅是 对原有文件的简单修订，更是站在构建新型电力系统、服务"双碳"目标的战略高度，对电力中长期市场 进行的一次系统性、前瞻性的顶层设计，旨在为未来五年乃至更长时期电力市场中长期交易的健康、有 序、高效发展绘制清晰的蓝图。 体系性重构——从交易到市场的维度跃升。 《规则》：构建了一个完整的市场生态体系，新增了市场成员（明确权利与义务）、风险防控及争议处 理法律责任等独立章节，涵盖市场主体、交易标的、价格机制、运营监控、风险处置等市场全要素，结 构更完整，逻辑更严密。 突破与领先性：这体现了从管理具体交易向构建市场治理体系的转变，更符合现代市场建设的核心要 求，为市场的规范、透明、可信赖运行提供了坚实的制度保障。 ...

Core Viewpoint - The newly issued "Basic Rules for the Medium and Long-term Electricity Market" aims to transform electricity users from passive consumers to active participants, promoting a more efficient, stable, inclusive, and sustainable electricity market, which serves as a foundational framework for a unified national electricity market and a new power system [1][2][3][4] Group 1: Market Mechanism and User Stability - The rules encourage long-term power purchase agreements (PPA) and promote daily trading within the month, providing users with stable electricity supply and cost management, thus reducing risks associated with electricity price volatility [1] - By extending trading cycles and shortening trading frequencies, the rules aim to lock in long-term electricity plans and costs, enhancing the long-term balance of supply and demand [1] Group 2: Resource Optimization and Competition - The rules establish a unified technical support system for electricity trading platforms, facilitating nationwide data integration and breaking down inter-provincial barriers to optimize electricity resource allocation [2] - The introduction of cross-regional trading mechanisms allows electricity to flow from resource-rich areas to load centers, addressing the imbalance between energy distribution and concentrated demand [2] Group 3: New Entity Integration and Carbon Goals - The rules incorporate new business entities into the medium and long-term market, allowing for innovative trading methods that address the challenges of small and decentralized new entities [3] - By requiring green electricity transactions to be traceable and linked to green certificates, the rules enhance the market appeal of renewable energy sources like wind and solar power, supporting users in achieving sustainability goals [3] Group 4: Risk Management Framework - The rules implement a comprehensive risk management system through a three-tiered approach: safety verification, deviation assessment, and credit risk prevention, ensuring stable electricity supply for users [4] - The first line of defense involves safety checks by electricity dispatch agencies to prevent excessive trading that could lead to grid congestion, while the second line focuses on assessing discrepancies between actual and contracted electricity usage [4]

宋向清介绍，河南以"合并同类项"与"产业链整合"双路径优化国资布局，既筑牢了区域能源安全"压舱 石"，又构建起应对未来产业变局与市场波动的"韧性增长极"，为打造世界级产业集群、推动国企改革 迈入全国第一方阵奠定坚实基础。 资讯编辑：祝蓉 021-66896654 资讯监督：乐卫扬 021-26093827 资讯投诉：陈跃进 021-26093100 由河南两大能源国企重组而成的中国平煤神马控股集团有限公司16日在郑州揭牌，资产总额达5900亿元 人民币。 中国商业经济学会副会长宋向清认为，此次重组绝非简单的规模叠加，更在于通过优势互补实 现"1+1>2"的协同效应，推动煤炭产业延链补链、化工产业提质增效，同时加码风光储氢等清洁能源布 局，契合"双碳"目标下能源转型的时代需求。 近年来，河南在整合国企资源方面动作不断。2025年9月，中国河南国际合作集团有限公司与河南省自 然资源投资集团有限公司重组合并，旨在打造全省对外开放合作窗口平台。此前，该省还推动河南中豫 国际港务集团有限公司整合省内资源，加快建设国际陆港核心区；组建河南港航集团有限公司，整合内 河航运资源，统筹推进投资、建设与运输一体化管理等。 免责声 ...

通知 建设零碳园区是推动经济社会系统性变革的关键举措，对落实国家"双碳"目标、实现高质量发展 具有深远意义。近日国家公布了首批52家国家级零碳园区建设名单，标志着零碳园区建设从概念 倡导进入实质创建阶段，也将在实践上推动落实"'十五五'时期力争建成100个左右国家级零碳园 区"这一战略部署。 为贯彻落实国家"双碳"目标，推动产业园区绿色低碳高质量发展，全面提升园区管理者、相关企 业及服务机构在零碳园区规划、建设、运营及管理方面的专业能力与实践水平，中国能源报中国 能源经济研究院零碳园区专委会、中国开发区协会碳中和专业委员会将于2026年3月5—6日在北 京联合举办"零碳园区建设重点培训班"。培训班将从政策解读、标准建设、顶层设计、碳盘查、 能源规划、技术集成到运营管理、碳资产开发等全流程，提供模块化、针对性的解决方案培训， 以系统性、专业化赋能零碳园区建设从 "政策蓝图"转化为可操作的"施工图纸"。 时间及地点 时间：2026年3月5—6日（4日报到） 地点：北京市朝阳区人民日报社新媒体大厦 规模：80人 组织机构 主办单位：中国能源报中国能源经济研究院零碳园区专委会、中国开发区协会碳中和专业委员会 课程内容 ...

长沙晚报全媒体记者 张禹 通讯员 段华良 闷热潮湿的后厨里，一台台商用洗碗机不停运转，水蒸气裹挟着热浪扑面而来——这是多数餐饮后厨的 日常。而在宁乡经开区的长沙商厨科技有限责任公司（以下简称"长沙商厨科技"）研发车间，海归青年 蒋诗谋正拿着检测仪，和同事调试着最新款余热回收设备，致力解决"高耗水高耗能"问题，让厨师告 别"蒸桑拿"式工作。 从海外求学归来的职场迷茫者，到商用厨房节能细分领域的开拓者，这位青年创业者用一项硬核技术， 破解了餐饮行业的能耗痛点，在小洗碗机里觅到大商机，书写了新时代青年"以技立业、以创兴邦"的鲜 活答卷。 后厨蹲点，从热气里揪出创业商机 "回国头几个月，投出去的简历石沉大海，专业对口的岗位少之又少，那段时间确实很迷茫。"谈及创业 初衷，蒋诗谋笑着回忆起那段"柳暗花明"的经历。从加拿大学成归来后，专业适配的困境让他一度陷入 彷徨，一次去父亲所在的公司实习，却让他在嘈杂的后厨里捕捉到了不一样的信号。 彼时，大型食堂的商用洗碗机正轰隆作响，大量热水被持续消耗，升腾的水蒸气不仅带走了巨量热能， 还让本就狭小的后厨温度飙升，厨师们顶着高温忙碌的身影，深深印在了蒋诗谋心里。"深耕节能减排 课题多 ...