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 ...

Core Viewpoint - The successful commercial operation of the world's first 2×15 MW supercritical carbon dioxide waste heat power generation project, known as "Super Carbon No. 1," in Liupanshui, Guizhou, marks a significant advancement in energy conversion technology, utilizing supercritical carbon dioxide instead of steam for power generation, thus opening a new phase in thermal-electric conversion [1][4]. Group 1: Technological Breakthrough - The core innovation of "Super Carbon No. 1" is the replacement of steam with supercritical carbon dioxide as the energy conversion medium, which operates under specific temperature and pressure conditions to achieve a unique state that combines the properties of gas and liquid [2][3]. - Supercritical carbon dioxide has a higher density, allowing it to store more energy and reduce flow resistance, enabling direct expansion to drive power generation without the phase change process required by water [2][3]. Group 2: Advantages of the Technology - The technology does not consume water resources or produce wastewater, which is particularly beneficial for water-scarce regions and high-water-consumption industries like steel production [3]. - The compact design of "Super Carbon No. 1" significantly reduces the footprint compared to traditional steam power systems, and it can operate efficiently with waste heat in the range of 350 to 600 degrees Celsius [3]. - The net power generation efficiency of "Super Carbon No. 1" can improve by 20% to 50% compared to mainstream waste heat steam power technologies, enhancing the conversion of industrial waste heat into electricity [3]. Group 3: Commercialization and Impact - The technology has been recognized as a revolutionary advancement in thermal-electric conversion, with China becoming the first country to commercialize it, following years of research and development [4][5]. - The commercial operation of "Super Carbon No. 1" is expected to significantly enhance corporate profitability by converting industrial waste heat into usable energy, with projections of generating over 70 million kilowatt-hours annually compared to older systems [6]. - The technology supports China's dual carbon goals by potentially saving approximately 4.83 million tons of standard coal and reducing carbon dioxide emissions by 12.85 million tons if widely adopted across similar projects [6]. Group 4: Future Prospects - The technology can be integrated with renewable energy sources like wind and solar power, addressing the instability of new energy sources by using excess electricity to heat molten salt for energy storage, which can then be converted to electricity using supercritical carbon dioxide [7]. - The project has established a comprehensive industrial chain for supercritical carbon dioxide power generation technology in China, paving the way for its application across various sectors, including steel, chemical, cement, and glass industries [7].

Core Viewpoint - The rapid development of China's green energy industry, particularly in the photovoltaic sector, is being supported by the introduction of relevant futures products, which inject financial momentum into strategic emerging industries [1] Group 1: Price Risk Management - The launch of polysilicon futures marks a significant step in establishing a comprehensive price risk management system for the photovoltaic industry, enabling precise hedging against price fluctuations [1][2] - The introduction of industrial silicon futures in 2022 and polysilicon futures in 2024 has created a full-process price risk management framework, allowing companies across the supply chain to hedge against cost and price risks effectively [2] - By November 2025, 12 and 17 listed companies had issued hedging announcements for polysilicon and industrial silicon futures, respectively, indicating growing market participation [2] Group 2: Expanding Sales Channels - The physical delivery mechanism of polysilicon futures has transformed the sales model from a "point-to-point" direct sales approach to a standardized, cross-regional trading bridge, enhancing the purchasing channels for companies [3] - 67% of products in the industry meet the quality standards for benchmark delivery, and 89% meet the requirements for alternative delivery, indicating a strong alignment with industry needs [3] - By November 2025, the cumulative delivery volume of polysilicon futures reached 10,000 contracts, equivalent to 30,000 tons in the spot market, reflecting deep participation from real enterprises [3] Group 3: Trade Empowerment - Polysilicon futures have redefined the role of traders, allowing them to evolve from traditional intermediaries to risk management service providers within the supply chain [4] - Modern trading models such as price-based and basis trading have gained traction, enabling flexible pricing based on futures prices, thus converting absolute price risks into manageable basis risks [4] - The introduction of innovative products like rights-based trading and over-the-counter options offers customized price protection solutions for enterprises, fostering a collaborative environment within the industry [4] Group 4: Practical Case Studies - A polysilicon production company successfully mitigated inventory devaluation risks by collaborating with a risk management subsidiary to purchase bear market options, enhancing revenue and reducing financial pressure [5] Group 5: Market Development and Ecosystem Building - The "Green to New" industry service plan launched by the Guangzhou Futures Exchange includes five core measures aimed at building a comprehensive service system for industry participation in the futures market [6] - By April 2025, the first batch of 12 "Green to New" industry base enterprises was established, highlighting the critical role of the trading segment in the integration of futures and spot markets [6] - The exchange has conducted over 170 market cultivation activities since 2025, covering more than 20,000 participants, and has provided tailored training for over 100 industry leaders [7] Group 6: Overall Impact and Future Outlook - Since its listing in December 2024, polysilicon futures have become a vital price benchmark and risk management tool, significantly impacting the photovoltaic industry's trading landscape [8] - The synergistic development of polysilicon and industrial silicon futures is not just about the introduction of financial products but represents a crucial financial infrastructure for enhancing the competitiveness of China's photovoltaic industry [8] - As market participation deepens and the integration of futures and spot markets continues to innovate, the futures market is expected to play a more significant role in price discovery and risk management, supporting the high-quality realization of the "dual carbon" goals [8]

绿色金融是为支持环境改善、应对气候变化和资源高效利用等经济活动提供的金融服务。构建绿色金融 治理体系，是落实"双碳"目标与金融强国战略的制度根基，涵盖市场建设、技术创新、国际协同、风险 防控等多个相关领域。本版邀请专家学者分别围绕全球治理、赋能"双碳"目标、夯实可持续发展三个维 度，探讨中国特色绿色金融自主治理体系与实践，以期为破解绿色金融发展痛点、提升我国全球绿色治 理话语权、推动经济社会发展全面绿色转型提出学术见解。 （来源：天津日报） 转自：天津日报 ...

Core Viewpoint - The recent release of the "Top Ten Green Trust Cases for 2025" by the China Trust Industry Association highlights the industry's shift towards green finance, showcasing successful projects that contribute to low-carbon transformation and the activation of dormant green assets [1][2]. Group 1: Overview of Green Trust Cases - The selected projects include various types of trust services such as asset management and public welfare, demonstrating the diverse applications of green trust in the industry [1]. - Notable projects include the Kunlun Trust's CCUS project, Shandong Guoxin's CCER carbon asset revenue rights project, and the Foreign Trade Trust's household photovoltaic service trust project, among others [1]. Group 2: Industry Insights and Future Directions - Industry experts believe that green trust is essential for the trust sector to return to its core functions, reshape business logic, and find new growth points [2]. - The ten cases serve as replicable models for the industry, indicating a broad future for green trust development [2]. Group 3: Innovative Project Mechanisms - Shandong Guoxin's CCER carbon asset revenue rights project addresses challenges faced by environmental enterprises, utilizing trust structures to convert carbon assets into manageable financial assets [3]. - The project employs innovative mechanisms such as specific carbon asset rights transfer and a dual-layer exit strategy to ensure the safety of trust funds [3]. Group 4: Performance and Impact - The project has shown significant environmental benefits, such as reducing pollutant emissions and preventing the return of waste oil to the food supply chain, thus providing a replicable solution for urban green governance [3]. - As of November 2025, Shandong Guoxin's green trust business had a scale of 8.532 billion yuan, an increase of approximately 3.3 billion yuan from the beginning of the year [4]. Group 5: Policy Environment and Support - The policy environment for green trust has been continuously optimized since 2025, with regulatory bodies encouraging trust institutions to develop green trust initiatives [4]. - The issuance of guidelines and frameworks by the China Trust Industry Association aims to enhance the industry's capacity to engage in green finance and improve ESG governance [4]. Group 6: Future Commitment and Strategy - Industry leaders emphasize the need for increased innovation in green trust to support ecological protection and low-carbon transformation [5]. - Companies are encouraged to leverage their unique advantages in trust structures to provide diverse and sustainable financial solutions that align with national carbon reduction goals [5].

（来源：内蒙古日报） 转自：内蒙古日报 三峡乌兰察布新一代电网友好绿色电站示范项目 该项目从"储能规模配置"和"数字化装备管理"两个方面入手，实现了高配比储能与风光新能源的智慧协 调运行，达到科技装备创新应用，保障了能源安全可靠供给，实现了"电网友好"目标、推动了新型"新 能源+储能"模式发展、提高了风光储场站数字化智能化水平。在"储能规模配置"方面，项目建设了约 30%风光总装机的储能系统，形成了目前在建全球储能容量最大的风光储一体化电站。结合风光储系统 数字化管理，可类比1台约60万千瓦级火电机组，进行持续时间不低于2小时的可靠电力支撑。在"数字 化装备管理"方面，项目结合需求开展专项技术攻关，创新研发了"智慧联合集控系统",主要通过风光储 该机组是国内首次应用的百万级高效、灵活、超大流量双抽热电联产机组。机组纯冷凝工况设计供电煤 耗278.5克/千瓦时，较常规超超临界空冷机组的供电煤耗降低23克/千瓦时，每年节约标煤约11.5万吨， 降低碳排放量30.59吨。单台机组可提供的最大工业抽汽量为600吨/每小时、采暖蒸气1600吨/每小时， 为1000MW级超超临界机组的超双抽热电联供探索出了一种有效的系统 ...

业界专家表示，2026年，河南能源发展须坚持"保障"与"转型"双轮驱动，通过优化政策供给，确保能源 供需平稳，同时锚定"双碳"目标，推动能源消费全面绿色低碳转型。(完) 中新社郑州1月18日电 (记者 韩章云)2025年河南可再生能源发电装机突破9000万千瓦，风光新能源超越 火电，成为第一大电源。 2025年，河南省电力负荷再创新高，最高达到9133万千瓦，成为全国第五个突破9000万千瓦的省份。报 告指出，能源保供筑牢"压舱石"，河南能源生产总量超1.1亿吨标准煤，煤炭产量超1亿吨，电力总装机 突破1.6亿千瓦。 报告称，"十四五"期间，河南可再生能源装机增至9000万千瓦以上，实现三倍增长，绿电"家族"日益壮 大。风电发展山地和平原并进，分散式风电装机数量居全国首位，能源结构正变得越来越"清新"。 上述信息来自18日在郑州发布的《河南能源发展报告(2026)》(以下简称报告)。该报告由国网河南省电 力公司经济技术研究院、河南省社会科学院共同编著。 报告中的数据显示，2025年，河南新能源新增发电装机超1500万千瓦，接近2024年的2倍。风光发电装 机达到8184万千瓦，历史性超越火电，占发电总装机比重 ...

目前，金晶科技TCO玻璃已在建筑光伏一体化、地面电站、渔光互补等多个场景落地，并在建筑、汽车、电子产品等领域 展现出应用潜力。研究表明，该材料还可拓展至光电幕墙、智能变色玻璃、电磁屏蔽视窗等新领域。 该公司在绿色能源领域的进展尤为突出。TCO玻璃是钙钛矿太阳能电池的关键材料，长期依赖进口。2022年，金晶科技自 主研发生产出首片国产TCO玻璃，实现从设备制造到量产的全链条自主可控，突破了大尺寸镀膜均匀性、高导电高透光等技术 瓶颈。 2025年，金晶科技已成为钙钛矿电池关键材料供应商。该公司在淄博和滕州各布局一条TCO玻璃产线，产品已应用于龙头 企业，占据国内绝大部分市场份额。销售团队正积极拓展国内外重点客户，持续优化TCO玻璃在不同场景的应用性能。 基于市场需求，该公司子公司宁夏金晶科技有限公司于2025年7月发布技改计划，拟投资4.95亿元对产线进行TCO镀膜工艺 升级改造。改造完成后，将具备年产2000万平方米2mm至3.2mm超白TCO镀膜玻璃的能力，为钙钛矿等薄膜电池组件提供配 套。 本报讯 （记者王僖）1月16日晚，山东金晶科技股份有限公司（以下简称"金晶科技"）发布2025年年度业绩预告，预计公 ...

今晚，《中国新智造》走进北部湾畔的红树林，带观众认识一群从事生态保护的年轻人。 红树林"捉虫人" 刘文爱，广西红树林研究中心研究员。作为"桂科学者"红树林保护团队学术带头人，刘文爱与红树林中 的昆虫"相爱相杀"15年，经他之手第一次发现和报道的红树林新害虫有20多种。 （图为刘 文爱和团队乘船前往钦州红树林监测虫害） 经过近一周的奔波，刘文爱与同事走遍钦州、防城港、北海等地的红树林区。最终在北海竹林村，刘文 爱发现了柚木肖弄蝶夜蛾的踪迹。 2010年，柚木肖弄蝶夜蛾首次在广西发现。2015年虫害的大爆发期间，刘文爱迅速完成虫害的生物特性 及防治方法研究，有效控制了北海当地的虫害。2024年，刘文爱的监测报告送达政府相关监管部门。广 西北海滨海国家湿地公园、金海湾红树林生态旅游区、铁山港红树林区陆续采取防范措施，针对不同阶 段的虫害进行防治，安装诱捕灯设备，还加强实时监测。 近10年来，刘文爱持续为海南、福建、浙江、广东和广西的红树林管理机构提供了大量的公益咨询服 务，为各地的红树林有害生物危害和防治方面出现的问题，积极建言献策。对刘文爱来说，"捉虫"不是 目的，让红树林的昆虫发挥它的价值，既不影响红树林的生长 ...

国网计划"十五五"投资固定资产 4 万亿元，多省明确天然气关键战略能源定位 【】【】[Table_Industry] 公用事业—电力天然气周报 [Table_ReportDate] 2026 年 1 月 18 日 15666646523.tcy 证券研究报告 行业研究——周报 [Table_ReportType] 行业周报 [Table_StockAndRank] 公用事业 投资评级 看好 上次评级 看好 邮 箱：lichunchi@cindasc.com 邢秦浩 电力公用分析师 执业编号：S1500524080001 联系电话：010-83326712 邮 箱：xingqinhao@cindasc.com 化工行业： 唐婵玉 电力公用分析师 执业编号：S1500525050001 邮 箱：tangchanyu@cindasc.com 信达证券股份有限公司 CINDA SECURITIES CO.，LTD 北京市西城区宣武门西大街甲127号金隅大厦 B座 邮编：100031 [Table_Title] 国网计划"十五五"投资固定资产 4 万亿元，多省 明确天然气关键战略能源定位 2026 年 1 月 18 日 ...