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 ...

Core Viewpoint - The restructuring of China Petroleum & Chemical Corporation (Sinopec) and China Aviation Oil (China National Aviation Fuel Group) aims to create a powerful national entity capable of competing with international energy giants, driven by the dual goals of carbon neutrality and supply chain autonomy [2][4][6]. Group 1: Restructuring Overview - The merger combines Sinopec's extensive refining capabilities with China Aviation Oil's nationwide airport network, creating a comprehensive supply chain from refinery to fuel pump [2][3]. - The restructuring is not merely a scale expansion but focuses on "professional integration" to enhance efficiency and cost competitiveness across the entire aviation fuel industry [4][5]. - A clear timeline and task requirements have been set by the State-owned Assets Supervision and Administration Commission (SASAC) to ensure effective integration and realization of synergies [6]. Group 2: Operational Changes - Following the announcement, both companies initiated immediate actions, including establishing daily information sharing mechanisms and forming joint teams to identify overlapping and complementary resources [8][9]. - The integration aims to streamline logistics and production planning, potentially optimizing supply chain efficiency by reducing intermediary steps [10][12]. - In regions with existing infrastructure, such as the Guangdong-Hong Kong-Macao Greater Bay Area, teams are conducting on-site assessments to create direct supply networks from refineries to airports [14]. Group 3: Market Impact on Midstream Players - The merger has raised concerns among midstream players, including small refining companies and independent traders, who fear losing market share as China Aviation Oil may prioritize Sinopec's supply [17][18]. - Some companies are exploring alliances with other large refiners to enhance their bargaining power and are reassessing direct supply options to airports [19][21]. - The restructuring is expected to lead to a market reshuffle, pushing smaller firms towards specialization and service-oriented business models [24]. Group 4: User Perspective - Major airlines are closely monitoring the restructuring, as aviation fuel costs represent over 30% of their total operating expenses [27]. - While the integration may enhance supply stability and reduce costs, airlines are concerned about diminished bargaining power against a unified supplier [28][29]. - Airlines are exploring alternative supply channels and considering sustainable aviation fuel (SAF) as a strategic component in future negotiations [32][33]. Group 5: Regulatory and Environmental Considerations - The new entity's dominance in the aviation fuel market raises concerns about potential anti-competitive practices, prompting expectations of regulatory scrutiny [35][36]. - The merger is anticipated to accelerate the aviation industry's transition to greener fuels, with both companies leveraging their respective strengths in SAF development and distribution [37][38]. - SASAC views this restructuring as a model for deeper state-owned enterprise reform, emphasizing the need for effective regulatory oversight to ensure fair competition and environmental responsibility [38].

Core Viewpoint - The successful development of China's first serial high-energy hydrogen ion implanter (POWER-750H) by the China National Nuclear Corporation marks a significant advancement in semiconductor manufacturing technology, enabling the country to achieve self-sufficiency in this critical area [1]. Summary by Sections Development and Technology - The POWER-750H has achieved core indicators that meet international advanced levels, indicating that China has fully mastered the entire chain of research and development technology for serial high-energy hydrogen ion implanters [1]. - The development of this technology addresses a key bottleneck in the power semiconductor manufacturing chain, which has long been reliant on foreign imports due to high technical barriers and complexity [1]. Industry Impact - The ion implanter is considered one of the "four core equipment" essential for chip manufacturing, alongside photolithography machines, etching machines, and thin-film deposition equipment, highlighting its critical role in the semiconductor industry [1]. - The successful development of the POWER-750H is expected to enhance China's self-sufficiency in key areas such as power semiconductors, thereby strengthening the security of the industrial chain [1]. Strategic Importance - The technology developed will support China's dual carbon goals and accelerate the development of new productive forces, providing robust technical support for future advancements in the semiconductor industry [1].

Core Viewpoint - The newly issued methodology for voluntary greenhouse gas emission reduction projects in renewable energy hydrogen production aims to standardize emission accounting for electrolysis projects, enabling them to monetize their emission reductions in the carbon market, thus supporting the commercialization and scaling of the hydrogen industry in China [1][2]. Group 1: Methodology Overview - The methodology is the first of its kind in China's hydrogen sector, providing a unified standard for calculating emission reductions from eligible electrolysis hydrogen production projects [1]. - It is designed specifically for new projects, excluding existing projects undergoing modifications or upgrades, and requires that renewable energy used for hydrogen production comes from the project's own renewable energy sources [2][3]. Group 2: Industry Development and Potential - China's hydrogen production capacity is projected to exceed 50 million tons per year by the end of 2024, with over 600 planned renewable energy electrolysis hydrogen projects, positioning China as a global leader in this sector [4]. - Currently, fossil fuel-based hydrogen production accounts for 98% of the market, while renewable energy electrolysis hydrogen represents only about 1%, indicating significant potential for growth and decarbonization [4]. Group 3: Economic Impact and Commercialization - The implementation of the methodology is expected to create a second core revenue stream from carbon asset income for green hydrogen projects, significantly improving their economic models and accelerating commercialization [6]. - Existing renewable energy electrolysis hydrogen projects are generally unprofitable, with costs typically 2 to 3 times higher than fossil fuel hydrogen production, highlighting the need for market incentives to enhance economic viability [7]. Group 4: Broader Industry Benefits - The methodology will benefit not only individual hydrogen projects but also the broader hydrogen industry chain, including project owners and renewable energy power plants, by expanding market demand and alleviating renewable energy consumption challenges [8]. - It is anticipated that the methodology will stimulate the release of green hydrogen capacity, providing stable sources for downstream industrial users, thereby supporting deeper decarbonization efforts [8].

所以，别急着质疑电表，这次电费变化背后，是国家电力系统在"双碳"目标下进行的一场涉及发、输、配、用全环节的大重构。为什么要这么"着急"？理解 了下面这五点，你就能看清未来的趋势，并找到真正的应对之道。 最近，又有不少人看着家里的电费账单皱起了眉头。面对这轮"电费焦虑"，大多数人的第一反应和往年一样：夏天太热，空调开猛了。但如果深入去看，你 会发现真正的变化，比你想象的更为深刻——我国电价体系正在经历一场静水流深式的根本变革，它已经悄然影响着你家电费单上的数字 这场改革，并非只是把成本和压力转移给用户。它同时赋予了我们用选择权来降低支出的能力。关键在于，你是否能从一个被动的用电者，转变为主动 的"用能管理者"。 很多人没意识到，我们的生活方式已经变了，但我们对电费的认知还停留在过去。 电费飙升的直接推手，其实是你家里不断增加的"大胃王"电器 真正引发"账单惊魂"的，是阶梯电价制度 更深层的变化，在于电价从"政府定价"转向"市场定价"。过去，电价像公交车票，相对固定。现在，它更像机票价格，会根据供需实时波动。 核心变革一：煤电有了"两部制"电价。自2024年起，国家正式对煤电实行"电量电价 容量电价"的两部制电价 ...

（来源：沈阳日报） 转自：沈阳日报 我国西部茫茫大漠戈壁上，一个个大型光热、光伏发电项目上马、运行，深刻改变着我国新能源发电格 局。每个光热发电项目集聚上万片定日镜，夜以继日"追光逐电"。其间，一辆辆清洗车穿梭其中，将一 片片定日镜擦拭得干干净净，为项目最大效率发电保驾护航。 近日，国机集团沈阳仪表科学研究院有限公司（以下简称沈阳仪表院）自主研制的"沙漠环境用光热定 日镜清洗机器人"入选《辽宁省首台（套）重大技术装备推广应用指导目录（2025年版）》，标志着我 国在沙漠环境光热、光伏发电关键设备领域取得了新突破。国内首台套沙漠环境用光热定日镜清洗车是 如何诞生的？让我们一探究竟。 抢攻光热发电关键设备 沈阳仪表院汇博装备公司总经理唐贵富不久前再次奔赴甘肃省金塔县，跟踪国内首台套沙漠环境用光热 定日镜清洗车工作状态，为后续产品升级做准备。 项目现场，25594片光热定日镜像向日葵一样，环绕着247米高的吸热塔。5台定日镜清洗车行进其间， 机械臂"小心翼翼"贴近镜片，开展水洗、干洗、高压冲洗作业。随后，机械臂配置的大毛巾擦拭镜片， 原本布满灰尘的镜片很快干净如新。 "定日镜清洗车表现出色，无论是夏天水洗、冬天干洗 ...

Core Viewpoint - New materials are the cornerstone and precursor for the development of high-tech industries, and breakthroughs in new materials will accelerate the transformation of emerging and future industries. China is set to lead global innovation in new materials, with the FINE 2026 expo scheduled for June 10-12 in Shanghai to showcase advancements in various sectors [2][4]. Group 1: Emerging Technologies and Material Needs - The global technology and industrial competition landscape is rapidly reshaping, with a focus on emerging and future industries such as AI, new energy, and advanced manufacturing, which have significant demands for new materials [4]. - The development of new information materials is critical to meet the higher requirements for high-performance computing, storage, and intelligent human-machine interaction systems driven by AI and digital transformation [4][5]. - The evolution of semiconductor technology towards nodes below 2 nm is approaching physical limits, with new materials like graphene and transition metal dichalcogenides expected to replace silicon-based semiconductors in the post-Moore era [5]. Group 2: Storage and Communication Materials - Traditional memory technology is lagging behind Moore's Law, necessitating the development of new storage technologies and materials, including three-dimensional memory processes based on advanced materials [6]. - The next decade will see the exploration of new communication networks, requiring new devices and materials such as gallium nitride and diamond for high-performance applications [7]. - New optical materials with high electro-optic coefficients are essential for data center applications, enabling high-speed signal processing and low-loss optical chips [8]. Group 3: Energy Materials and Sustainability - The photovoltaic industry is a key area for China, with N-type monocrystalline silicon battery technology gradually replacing older technologies, necessitating further optimization in production processes [10]. - The development of new energy storage materials is crucial for electric transportation and energy sustainability, with China leading in various battery technologies [11]. - There is a pressing need for new energy materials to achieve carbon neutrality goals, including advancements in solar energy conversion materials and flexible smart grids [10][11]. Group 4: Advanced Manufacturing and Structural Materials - High-end equipment manufacturing requires special structural and functional materials, particularly for humanoid robots and aerospace applications, which demand advanced materials with superior performance [15][19]. - The development of high-performance materials for marine engineering and advanced rail transportation is essential for maintaining national security and enhancing manufacturing capabilities [16][18]. - The military sector requires lightweight materials that can withstand extreme conditions, with a focus on wide bandgap semiconductors and advanced composite materials for weapon systems [19]. Group 5: Biomedical and Biomanufacturing Materials - There is a growing need for regenerative biomaterials that can induce tissue regeneration for medical applications, addressing the limitations of traditional implant materials [20]. - The development of minimally invasive repair materials and devices is a significant direction for high-end medical equipment, focusing on heart and vascular applications [21]. - The push for biomanufacturing materials is critical for reducing reliance on petrochemical resources, with a goal of increasing the production of bio-based plastics and chemicals [22][23].

Core Insights - The report titled "China's Economic Green High-Quality Development Report 2025" was officially released, highlighting China's achievements and strategies in green transformation [1][2] - China has established the world's largest green energy system, with significant reductions in carbon emission intensity and ongoing optimization of economic and energy structures [1] - The report emphasizes China's commitment to international climate governance through South-South cooperation and the Belt and Road Initiative, showcasing its role as a responsible major power [1] Summary by Sections Current Status and Global Contribution - China has made substantial progress in green transformation, establishing the largest green energy system globally and reducing carbon emission intensity [1] - The country is actively participating in global climate governance, promoting green transformation in Belt and Road countries, and fulfilling international responsibilities [1] Strategic Pathways - The dual carbon goals are driving China's strategic layout, focusing on the integration of development and emission reduction while accelerating the establishment of relevant policy frameworks [1] - The report identifies four key areas: green technology and new productivity, low-carbon city construction, international climate financing, and electricity market reform [1] Challenges and Recommendations - Despite progress, challenges remain, including high reliance on traditional energy, unbalanced regional green transformation, and uncertainties in international climate cooperation [1] - Recommendations include strengthening policy coordination, promoting deep decarbonization in key industries, enhancing green technology research and application, and deepening international climate cooperation [1]

Group 1 - The core message of the news is that by 2025, China aims to complete a land greening task of 12.7 million acres, which includes afforestation of 5.345 million acres and restoration of 7.39 million acres of degraded grasslands [1] - Currently, the national forest coverage rate is 25.09%, with a forest stock volume of 20.988 billion cubic meters, indicating a strong commitment to ecological civilization and land greening efforts [1] - China has become the fastest-growing country in terms of increasing greenery, with annual carbon sink volume exceeding 1.2 billion tons, contributing significantly to the dual carbon goals and climate change response [1] Group 2 - The total output value of the forestry and grassland industry is projected to reach nearly 11 trillion yuan by 2025, with total import and export trade of forest products exceeding 180 billion USD [1] - The annual production of forest food is expected to exceed 240 million tons, making it the third most important agricultural product after grains and vegetables [1] - The integration of "green ecology + innovative industries" is expected to create over 60 million jobs, demonstrating the economic benefits of ecological efforts [1]