提效向绿扩需 重塑中国腹地增长极 中部六省"十五五"谋变： 能源是工业的"粮食"。在"双碳"目标约束和全国碳市场机制逐步完善的背景下，中部六省将能源转型视 为构建现代化产业体系的关键抓手。 ◎记者 荆淮侨 近日，山西、河南、湖北、湖南、安徽、江西等中部六省相继发布了各自的"十五五"规划建议全文。在 加快构建新发展格局、推动高质量发展的战略背景下，中部各省以《中共中央关于制定国民经济和社会 发展第十五个五年规划的建议》为纲领，系统谋划区域发展新路径。各省聚焦粮食安全、能源转型及扩 大内需等关键领域，既立足资源禀赋，又强化创新驱动，在农业现代化、绿色低碳转型和消费场景创新 等方面协同发力，着力打造新时代中国式现代化的"中部样板"。 中部六省占全国土地面积的10.7%，承载了全国28.1%的人口，创造了全国约21.9%的GDP。同时，中部 地区地处中国腹地，承东启西、连南接北，具有枢纽中心地位，交通网络发达、粮食和能源资源丰富、 产业基础成熟。2024年5月，中共中央政治局召开会议，审议《新时代推动中部地区加快崛起的若干政 策措施》。会议指出，要始终紧扣中部地区作为重要粮食生产基地、能源原材料基地、现代装备制造及 ...

南华期货铁合金周报 ——短期震荡偏强，下方亦有支撑，但上涨空间或有限 陈敏涛（Z0022731） 投资咨询业务资格：证监许可【2011】1290号 2025/12/28 第一章 核心矛盾及策略建议 1.1 核心矛盾 近期铁合金偏强震荡的主要原因一方面在于加快推进全面绿色低碳转型，从明年开始有力有效管控高耗能高 排放项目消息的预期影响；另一方面铁合金在利润亏损的情况一直维持减产的状态，以及下方受到成本端的 支撑，部分地区上调了电价。但本周硅锰产量小幅增加，环比上周增加+2.3%，一方面在于硅锰利润底部边 际反弹，另一方面下游螺纹产量连续两周环比增加和铁水产量上周的环比改善，在下游需求疲软没有改变的 条件下，硅锰大规模产量的增加的可能性不大，以小幅波动为主；硅铁产量维持减产的趋势，硅铁产量环比 上周-1.3%，减产速度明显放缓。库存端，硅铁库存继续去库，硅铁库存环比上周-2.4%；硅锰库存继续累 库，硅锰库存环比上周+0.4%，累库速度放缓，库存基数大为近5年库存最高水平，去库压力较大。 下游需 求，上周铁水改善，热卷消费环比改善明显，但不排除是在明年1月1号出口管制生效前的抢出口行为，下游 需求可能是阶段性的反 ...

从今年看，截至12月28日零时，内蒙古特高压电网2025年以来外送电量突破1800亿度，达1870.17亿 度，创下年度外送电新高，位居全国第一，相当于6500万户家庭一年用电量，累计减少原煤消耗约6200 万吨。其中，外送清洁电能约620亿度，占比超30%。至此，从自治区首条特高压电网线路2016年8月建 成投运以来，内蒙古特高压电网外送电量已保持连续8年增长的良好态势。 作为国家重要能源和战略资源基地，内蒙古能源资源禀赋得天独厚，煤炭资源储量占全国的1/4以上， 风能资源技术可开发量约占全国的57%，太阳能资源技术可开发量约占全国的21%，3项指标均居全国 前列。依托这一优势，内蒙古持续优化能源结构，形成多点布局、多向外送的特高压输电通道体系，为 新能源跨省消纳提供了"超级高速公路"支撑。2025年，国网内蒙古东部电力公司开工特高压电网配套工 程13项，已投运3项，为特高压电网外送电提供了强劲的电源汇集与输送保障。 此前，全国首个特高压GIS（气体绝缘组合电器设备）全景感知实验室在内蒙古投运，实现了对特高压 电网设备运行状态毫秒级感知，保障了自治区特高压输电大通道安全运行。随着电网上游电力装机规模 的持续 ...

该项目位于东营市东部海域，共分四期建设，总装机容量1000兆瓦。项目在全球率先采用大型海上 钢桁架平台式固定桩基施工技术，建设2934个光伏平台，单个平台长60米、宽35米，相当于5个标准篮 球场大小。国家能源集团国华投资山东垦利项目副经理张波介绍："我们创新应用大型海上钢桁架平台 式固定桩基施工技术，采用四桩基础加光伏平台优化结构，安装精度实现毫米级。平台倾角为精准调教 的15度，不仅能抵抗11级强风和冬季冰情，还能节约项目用钢量超10%，在复杂的开放海域环境中构筑 了稳定高效的发电单元，为同类项目开发建设提供经验借鉴。" 记者从东营市垦利区发展和改革局获悉，预计该项目每年节约标准煤50.38万吨，减少二氧化碳排 放134.47万吨，为推动地方绿色低碳转型提供有力支撑。（记者 陈晓婉 李广寅 通讯员 董文强 李梦 于 丽晨） 12月26日，我国首个百万千瓦级海上光伏项目——国华山东东营HG14海上光伏项目全容量并网发 电，这是目前全国最大的开放式海上光伏项目。预计年发电量可达17.8亿千瓦时，可满足项目所在地东 营市垦利区全社会60%的用电需求。 ...

有业内人士表示，物流场景的广泛性与复杂性使得相关车辆在续航里程、充电速度等方面仍存在一定瓶颈。 在绿色低碳转型加速推进背景下，物流领域传统车型新能源化转型正在加快，越来越多的绿色运输车辆得以应用，该趋势也受到电池企 业关注。今年以来，包括宁德时代、亿纬锂能在内的多家头部厂商凭借在商用车动力电池领域的深厚技术积累，通过战略合作等多元模 式切入并深度布局物流赛道。 值得注意的是，与私家车相比，物流车日均行驶里程更长、运营频次更高，因此对配套电池性能提出更高要求。"比如，续航里程受 限、充电不便、电池自重较大等挑战仍制约着电动重卡在长途运输场景中的大规模推广，需要企业聚焦电池充电效率展开技术攻坚，并 逐步完善配套服务体系，从而进一步提升运营效率。"一位电池行业分析师向《中国能源报》记者表示。 有业内人士表示，物流场景的广泛性与复杂性使得相关车辆在续航里程、充电速度等方面仍存在一定瓶颈。未来，随着电池企业持续加 码核心技术研发并不断推出更加适配物流场景需求的产品，有望进一步助推物流用车电动化进程提质提速。 加码相关业务合作 今年以来，已有多家电池厂商在物流领域展开战略合作与业务布局。近期，哆啦好运新能源物流平台与比亚 ...

Core Viewpoint - The first million-kilowatt offshore photovoltaic project in China, located in Dongying, Shandong, has achieved full capacity grid connection, marking it as the largest open sea photovoltaic project globally [1][8]. Group 1: Project Overview - The Shandong Dongying Kenli 1 million-kilowatt offshore photovoltaic project consists of 2,934 large photovoltaic platforms, each measuring 60 meters in length and 35 meters in width, equivalent to five standard basketball courts [3]. - The project occupies an area of approximately 1,223 hectares and utilizes a 66 kV submarine cable combined with land cables for high-capacity, long-distance power transmission, which enhances capacity and reduces costs [5]. Group 2: Technological Innovations - The project employs innovative construction techniques, including large offshore steel truss platform fixed pile foundation technology, optimizing the structure with a "four-pile foundation + photovoltaic platform" design. The platform's angle is precisely calibrated to 15 degrees, enabling it to withstand strong winds of up to level 11 and winter ice conditions while saving over 10% in steel usage [7]. Group 3: Energy Production and Impact - Once fully operational, the project is expected to generate an annual electricity output of 1.78 billion kilowatt-hours, which can meet 60% of the electricity demand for the local community in Kenli District, thus supporting local energy supply and promoting a green low-carbon transition [8].

12月26日，以"新开局、新动能、新征程"为主题的"启航·2025金融峰会"在北京圆满举办，大会由金融界主办，汇聚监管部门、行业协会、金融机构、上市 公司、媒体等领域数百位相关领导和重磅嘉宾。会上，第十四届金融界"金智奖"年度评选结果重磅揭晓，桂冠电力荣获"上市公司韧性发展"奖项。 秉持绿色发展理念，桂冠电力积极践行能源安全新战略，全力推进清洁能源布局，持续攻坚重大能源项目建设，不断优化电源结构，巩固区域清洁能源供应 主体的领先地位。同时，公司以改革创新为动力，深入推进改革深化提升行动，重塑组织形态与激励机制，提升治理效能，还聚焦科技创新十大方向，实现 多项科研项目申报突破，以创新驱动增强核心竞争力。 未来，桂冠电力将继续秉持高质量发展理念，深耕清洁能源领域，持续深化改革创新，强化责任担当，在保障能源安全、推进绿色低碳转型的道路上稳步前 行，为资本市场与实体经济协同发展贡献更多力量。 财经频道更多独家策划、专家专栏，免费查阅>> 责任编辑：山上 "金智奖"旨在树立高质量发展标杆，引导上市公司聚焦主业、持续创新、践行社会责任，推动资本向优质企业集聚。本届评选中，金融界上市公司研究院紧 密契合"十五五"规划建议中 ...

Core Viewpoint - The Ministry of Ecology and Environment has released a draft for stricter air quality standards, aiming to reduce the concentration limits for PM2.5, PM10, SO2, and NO2, which is expected to improve air quality while supporting high-quality economic development [1][2] Group 1: Air Quality Improvement - Over the past decade, the average concentration of PM2.5 has decreased by 36%, and the number of heavily polluted days has reduced by 68%, despite a 63% increase in GDP and a 111% rise in vehicle ownership [1] - The revision of air quality standards is seen as a significant factor in improving national air quality and promoting high-quality economic development [1] Group 2: Implementation and Economic Impact - The revised air quality standards focus on goal orientation and strategic guidance, having a relatively limited direct impact on enterprise production activities compared to pollutant emission standards [1] - Achieving air quality standards is a gradual process, with supporting policies and standards being implemented progressively, ensuring a smooth transition while maintaining stable economic operations [1] - The phased implementation of PM2.5 and PM10 concentration limits is designed to minimize the impact of the standard revisions on economic and social stability [1] Group 3: Long-term Benefits - Stricter standards are expected to further reduce PM2.5 concentrations, improve air quality, and significantly decrease the risks of acute cardiovascular and respiratory diseases, enhancing public health and well-being [2] - The new standards will foster the development of new productive forces such as electric vehicles and clean energy, promote advanced processes in industries like metallurgy, building materials, and petrochemicals, and facilitate a green and low-carbon transition in industry, energy, and transportation [2]

Core Viewpoint - The Ministry of Ecology and Environment of China announced the fourth batch of beautiful bays, exceeding the target of constructing around 50 beautiful bays during the "14th Five-Year Plan" period, with over 70 beautiful bays now established nationwide [3]. Group 1: Beautiful Bays Development - A total of 32 new beautiful bays were recognized, with 12 classified as excellent cases, bringing the total to over 70 beautiful bays across the country [3]. - The beautiful bays are categorized into three types: ecological conservation, coastal livability, and green industry, with a notable increase in green industry bays this year [5]. - Xiamen has achieved the "all-region all-excellent" goal, with all four major bays recognized as beautiful bays and excellent cases [6]. Group 2: Green Industry Initiatives - The Xiamen West Sea area, recognized as an excellent case for green industry, is a key starting point of the Maritime Silk Road, featuring the delivery of two 5,000-horsepower electric tugboats [8]. - Each electric tugboat is expected to reduce carbon emissions by over 630 tons annually, equivalent to planting 25,000 trees [10]. - The Xiamen Port has achieved over 30% green electricity usage and reduced energy consumption per container by 20% since the "14th Five-Year Plan" [14]. Group 3: Ecological Restoration and Tourism - The North Ji Island group in Zhejiang was recognized as an excellent case for ecological conservation, with significant biodiversity and successful ecological restoration efforts [21]. - The island has achieved a 95% green electricity coverage rate, significantly reducing pollution emissions [27]. - The area has invested over 11 million yuan in ecological restoration, enhancing fishery production and increasing local income [35]. Group 4: Coastal Management and Smart Technology - The Wanshan Islands in Guangdong have implemented comprehensive governance from mountain tops to the ocean, creating a unique landscape and enhancing tourism [42]. - The introduction of smart aquaculture technology has improved marine farming efficiency and environmental standards [51]. - The integration of ecological restoration and technological empowerment has created a harmonious coexistence between humans and nature in the region [55].

Core Insights - The meeting between the Secretary of the Provincial Party Committee, Lin Wu, and Wang Shudong, Chairman of China Coal Energy Group, focused on the development of coal and energy sectors in Shandong Province [1] Group 1: Energy Security and Cooperation - Both parties discussed the importance of clean and efficient coal utilization, coal power transformation, and the development of the coal chemical industry [1] - There is a commitment to enhance communication and cooperation to ensure energy security and deepen supply chain collaboration [1] Group 2: Project Development and Green Transition - The meeting emphasized the planning and promotion of major projects aimed at accelerating the construction of a new energy system in Shandong and facilitating a green and low-carbon transition [1] - The goal is to achieve a higher level of mutual benefit and win-win outcomes through these initiatives [1]