巨量电能安全、高效流动的背后，是我国建成的世界上规模最大、电压等级最高、技术最先进、覆盖范 围最广的输电网络。44条跨区输电通道纵横交织，供电可靠率达99.924%。这张如巨龙脊梁般的坚强电 网，横贯东西、纵穿南北，成为保障国家能源安全、推动绿色低碳转型、支撑高质量发展的决定性力 量。 "3.4亿千瓦"见证资源配置新高度 过去五年，在我国"西电东送"的宏大布局中，特高压工程深刻重塑着我国能源流动的版图。 国家能源局最新数据显示，"十四五"期间，我国特高压建设按下"加速键"，跨省跨区输电能力实现跨越 式提升，从"十三五"末的2.7亿千瓦跃升至3.4亿千瓦，增幅超25%，为能源资源大范围优化配置筑牢根 基。 直流通道持续扩容，成为"西电东送"的核心骨干。五年间，陕北至湖北、白鹤滩至江苏、陇东至山东等 8条特高压直流工程相继投产，新增线路长度1.36万千米，使全国特高压直流线路总里程突破4万千米， 较"十三五"时期的2.8万千米增长43%。 交流网架不断完善，为电网安全运行提供坚实支撑。在"十三五"华北、华东特高压主网架基础上，"十 四五"时期华中四省、川渝地区成功构建特高压交流主网架，使特高压交流线路长度从1.2 ...

Core Insights - Jiangsu is reshaping its energy, industry, and urban development logic through technological integration and system consolidation, focusing on green transformation paths characterized by "system integration, scenario innovation, and cross-domain collaboration" [1][10] Group 1: Energy Systems - The Liyang Pumped Storage Power Station, with a total installed capacity of 1.5 million kilowatts and an annual designed power generation of 20.07 billion kilowatt-hours, serves as a backbone power source for peak regulation and frequency modulation in East China [1] - The power station contributes over 1.8 billion kilowatt-hours of green energy annually, saving 500,000 tons of standard coal and reducing carbon dioxide emissions by 1 million tons, supporting the "dual carbon" goals [1] - The "Two Networks and One Center" system in Liyang High-tech Zone enables refined and scenario-based green electricity consumption, integrating green electricity production into the park's infrastructure [4] Group 2: Circular Economy - The Suzhou Industrial Park Circular Economy Industrial Park transforms traditional urban waste, such as sewage and kitchen waste, into electricity, thermal energy, and biogas through a meticulously designed circular chain [5] - The industrial park has processed nearly 1 billion tons of sewage and produced over 38.46 million cubic meters of biogas by the end of 2024, resulting in a reduction of approximately 800,000 tons of carbon dioxide emissions [7] - The park's carbon emissions have decreased from about 480,000 tons in 2019 to approximately 270,000 tons in 2024 through process optimization and photovoltaic projects [7] Group 3: Zero Carbon Buildings - The newly constructed Yuan Zero Carbon Pavilion exemplifies a "micro-circulation" model, achieving net-zero emissions through its photovoltaic system, energy storage devices, and energy-efficient design [9] - The pavilion serves as a living exhibition of comprehensive solutions for green industry chains, utilizing local green building materials and smart management systems [9] - Urban energy supply is transitioning from a decentralized consumption model to an efficient, collaborative "circular" distribution model, significantly reducing overall electricity and gas capacity requirements [9]

Group 1 - The core viewpoint of the article highlights the positive market response to Goldwind Technology (金风科技), with its stock price increasing by over 4% and reaching HKD 14.36, with a trading volume of HKD 106 million [1] - The global largest integrated green hydrogen and ammonia project, the Zhongnengjian Songyuan Hydrogen Energy Industrial Park, officially commenced production on December 16, which is expected to enhance the investment value of the green hydrogen and ammonia industry chain [1] - Longjiang Securities notes the broad application potential of green hydrogen and ammonia in sectors such as chemicals, transportation, and metallurgy, indicating a favorable outlook for investments in this area [1] Group 2 - Dongxing Securities reports that the bidding prices for wind turbine main engines have stabilized and begun to rise since April this year, with the average bidding price for wind turbine units in September 2025 being RMB 1,610 per kW, showing a significant recovery from previous lows [1] - Factors contributing to the expected continued slight increase in wind turbine prices include enhanced reliability and full-cycle service requirements from owners, a slowdown in the trend of larger turbine units, and policies promoting "anti-involution" [1]

根据协议内容，在洋浦管委会的支持下，中集安瑞科将与大唐海南公司在儋州研究和落地新能源就近消 纳制绿色甲醇示范项目，设计产能10-20万吨/年;此外三方还将推动绿色甲醇在海南地区的产业化合作， 涵盖生产、认证、贸易和加注等多个环节，共同探索生物质的高价值利用及供应链建设。 此外，中集安瑞科本月广东湛江的全国首个生物甲醇项目正式投产，年产5吨，二期年产20万吨项目本 月已与当地政府完成投资意向协议的签约。公司拥有绿色甲醇"原料到加注"全链路解决方案，并已构建 了华南首个绿色甲醇"产-储-运-用"供应链生态。 智通财经APP获悉，中集安瑞科(03899)涨超3%，截至发稿，涨2.41%，报8.49港元，成交额611.17万港 元。 消息面上，12月22日，据中集安瑞科官微消息，近期中集安瑞科旗下中集绿能和战略合作伙伴大唐海洋 能源，在海南海上风电产业链大会上与儋州市政府洋浦经济开发区管理委员会(简称"洋浦管委会")签署 合作备忘录。三方拟围绕海南洋浦经济经济开发区绿色能源就近消纳项目，共同打造海南省儋州绿色甲 醇全产业链合作项目。 ...

Core Insights - The article highlights significant technological advancements expected in 2026, including AI, gene editing, space exploration, and green energy, which are set to transform various industries and human life [1] AI and Research - AI-driven scientific research is becoming mainstream, with "AI agents" expected to perform complex tasks with minimal human intervention by 2026 [2] - The first major scientific results from AI-led research are anticipated to be published in 2026, although issues such as data deletion errors have been reported [2] - Future developments may focus on smaller AI models that learn from limited data to solve specific problems, outperforming larger models in logical tests [2] Medical Innovations - Two personalized gene therapy clinical trials for rare genetic diseases are expected to start in 2026, following successful CRISPR treatments for infants [3] - A large-scale clinical trial in the UK involving over 140,000 participants is set to report on a blood test that detects cancer by analyzing DNA fragments [3] - Regulatory updates in the UK and potential reforms in the US FDA regarding drug approvals are expected to take effect in 2026 [3] Space Exploration - 2026 will see a surge in lunar exploration, including NASA's "Artemis II" mission, marking the first crewed lunar flight since the 1970s [4] - China's "Chang'e 7" mission aims to explore the Moon's south pole, while Japan plans to send a probe to Mars' moons [4] - The European Space Agency's "PLATO" mission will launch at the end of 2026 to observe exoplanets around bright stars [4] Oceanic Research - China's "Dream" deep-sea research vessel is expected to begin its first scientific mission in 2026, capable of drilling up to 11 kilometers deep [5] Physics Research - The Large Hadron Collider (LHC) in Switzerland will undergo significant upgrades starting in 2026, aiming to increase collision frequency by five times by 2030 [6] - The Mu2e experiment at Fermilab is set to be completed in April 2026, focusing on the conversion of muons to electrons without producing other particles [6]

Core Insights - China is leveraging its leading position in green technology to gain an advantage in the global clean fuel competition, marking a new phase in the green revolution [1] Group 1: Clean Fuel Development - Clean fuel technology is still in the development stage, but China is utilizing its abundant and low-cost renewable energy and biofuels to help its large industrial sector achieve decarbonization [2] - The cost of clean fuels is expected to gradually decrease as production scales up, similar to the previous decline in solar panel costs [2] Group 2: Green Ammonia and Other Clean Fuels - Green ammonia, produced using renewable energy, has high energy density and is easy to store and transport, with potential future applications in shipping and power generation [3] - Other clean fuels like methanol are also seen as viable alternatives for the shipping industry to reduce reliance on traditional fuels, with ongoing green transformation processes [3] Group 3: China's Global Position - China currently has a significantly higher number of commercial-scale clean industrial projects in operation or funded compared to the United States, establishing a notable global advantage [3] - Over half of the clean industrial projects that reached final investment decisions globally this year are located in China, indicating strong confidence in the future of green energy [6] - Chinese developers are optimistic about the future of green molecules and fuels becoming the "new oil," leading in the commercialization of next-generation clean technologies [6] Group 4: Policy Support and International Expansion - The rapid development of China's clean industry is supported by a series of national policies, with hydrogen energy included in the next five-year plan as a strategic emerging industry [6] - Chinese companies are not only actively developing the clean fuel industry domestically but are also exploring global expansion to promote green energy technology internationally [6]

Core Viewpoint - The company, Weili (300190), is transitioning from a traditional urban waste management operator to a green energy supplier, focusing on biogas and biofuel oil, with a strategic upgrade to enhance its business model and explore new growth opportunities [1][4]. Group 1: Biogas Projects - Weili's biogas projects utilize organic waste from agriculture, livestock, and food industries to produce renewable natural gas through anaerobic digestion and purification [2]. - The company has established a cooperative model where raw gas is provided by owners, and Weili manages the investment, construction, and operation of the biogas resource utilization system, ensuring stable income for raw gas suppliers [2]. - Each biogas project is expected to yield stable returns over a period of more than 10 years, with a guaranteed internal rate of return due to long-term agreements on gas pricing [2][5]. Group 2: Biofuel Oil Initiatives - Weili is also expanding into the biofuel oil sector, leveraging over a decade of experience in food waste management to create a dedicated team for biofuel oil and establish a waste oil collection system [3]. - The company aims to develop a sustainable aviation fuel (SAF) supply chain by collaborating with suppliers and international customers in the SAF production sector [3]. Group 3: Business Model Transformation - The transition to bioenergy is seen as a natural extension of Weili's existing organic waste processing business, driven by favorable policies promoting renewable energy [4]. - The company has accumulated significant resources, with 2 million cubic meters per day of biogas waiting to be developed, providing a solid foundation for its transition [5]. - Weili plans to shift its customer focus from municipal projects to industrial clients, aiming to validate its technological advantages in more market-driven sectors [5]. Group 4: Growth Strategy - The company is building a specialized energy business platform and has initiated several biogas development projects across various regions, targeting a production capacity of 1 million cubic meters per day within two years [6]. - Weili is also establishing waste oil processing plants in strategic locations to create an integrated supply chain for biofuel oil, enhancing its market position [6].

Core Viewpoint - The company is transitioning from a traditional waste management operator to a green energy supplier, focusing on biogas and biofuel oil, with significant growth potential in the renewable energy sector. Group 1: Transition to Bioenergy - The company has successfully launched the Linjiang demonstration project and achieved rapid gas production at the Zhejiang Shanying project, with a target biogas production capacity of 1 million cubic meters per day within two years [1] - Biogas is produced from various organic waste materials through anaerobic fermentation and purification, with the company responsible for the investment, construction, and operation of biogas resource utilization systems [1] - The company aims to leverage its existing expertise in organic waste management to establish a stable revenue model through long-term agreements for gas sales and raw material purchases [2] Group 2: Business Model Restructuring - The company has over 20 years of experience in the environmental sector, focusing on organic waste resource utilization, and is now seeking to reshape its business model to find a second growth curve [3] - The transition to bioenergy is seen as a natural extension of its existing organic waste processing business, supported by favorable policies promoting renewable energy [3] - The company plans to shift its customer base from municipal to industrial clients, enhancing its market presence in higher market-oriented sectors [4] Group 3: Rapid Scaling and Market Penetration - The company has established a dedicated energy business platform and professional team to facilitate the full chain from raw materials to products in the biogas sector [5] - Current projects have a combined daily biogas production exceeding 200,000 cubic meters, with a goal to reach 1 million cubic meters per day in the next two years [5] - In the biofuel oil sector, the company is developing pre-treatment facilities to convert waste oils into sustainable aviation fuel (SAF) compliant materials, aiming to create an integrated supply chain for international clients [6]

今日午盘后沪锡走势：今日沪锡合约2601上涨，开盘价报344880元/吨，盘中最高报347500元/吨，最低 报335620元/吨，结算价报342040元/吨，收盘报340440元/吨，上涨1600元，涨幅0.47%；沪锡主力月 2601合约成交量239837手，持仓量29243手，较前一日减少4558手。 今日现货锡价走势：据长江有色金属网获悉，12月22日ccmn长江综合市场1#锡价报339400元/吨-342400 元/吨，均价报340900元/吨,较前一日价格上涨3500元；今日长江现货市场1#锡价报340000元/吨-342000 元/吨，均价341000元/吨，较上一交易日价格上涨3500元/吨。 ccmn锡市分析：宏观面，在美元走弱、全球流动性宽松与结构性需求爆发的宏观主线下，2025年末的 市场正上演一场"商品为王"的资本大戏。一方面，美联储与全球主要央行的政策分化持续压制美元，为 大宗商品提供了天然的货币"东风"；另一方面，由人工智能与绿色革命驱动的、确定性极强的工业需 求，与频发的地缘冲突和资源民族主义制约下的脆弱供给，共同缔造了商品市场，尤其是有色金属的结 构性牛市。这不仅仅是周期性的复 ...

潮新闻客户端 记者 吴恩慧 截至下午4点发稿时，WIND数据显示，现货黄金继续攀升，盘中站上4420美元/盎司，突破10月20日创下的历史纪录（4381.484美元/盎司），再创新高。至 此，现货黄金价格年内涨幅超68%。 | 山东黄金 | | 38.08 | 4.56% | | | | --- | --- | --- | --- | --- | --- | | 600547.SH | | | | | | | 紫金矿业 | | 32.53 | 4.53% | | | | 601899.SH | | | | | | | 中金黄金 | | 23.85 | 4.29% | | | | 600489.SH | | | | | | | 四川黄金 | | 29.33 | 3.86% | | | | 001337.SZ | | | | | | | 赤峰黄金 | | 33.10 | 3.60% | | | | 600988.SH | | | | | | | 招金黄金 | | 13.80 | 3.14% | | | | 000506.SZ | | | | | | | 湖南貢金 | | 21.83 | 2.73% | | | | ...