文 | 深圳市未蓝新能源科技有限公司 近日，深圳市未蓝新能源科技有限公司（下称"未蓝新能源"）宣布完成数千万人民币股权交割，新增股东为世界500强企业——伊藤忠商事株式 会社（下称"ITOCHU"）。本次股权交割将为未蓝新能源在工商业储能领域的市场拓展注入强劲动力。 作为聚焦工商业电池储能产品及解决方案的高新技术企业，未蓝新能源成立于2019年，核心团队基因深厚——创始人宋峰及核心成员均源自比 亚迪电力科学研究院（EPRI），自2008年投身电池储能领域，已拥有超16年的技术研发与项目交付经验。创立至今，未蓝新能源先后获得原比 亚迪锂电高管天使轮投资和众为资本pre-A轮数千万投资等。目前，未蓝新能源已在英国和荷兰分别设立子公司，重点打造本地化的产品定义及 服务能力，旨在以电池储能为支点，全面聚焦用户侧分布式新能源资产智能运营与管理，持续为用户创造并提升价值；其产品与服务已成功覆盖 德国、瑞典、意大利、奥地利等30余个国家，且保持零事故应用纪录。 新股东ITOCHU成立于1858年，总部位于日本大阪和东京，系日本五大综合性商社之一。业务版图横跨能源、金融、消费品、ICT、重工业及 可再生能源等领域，在全球构建 ...

Core Viewpoint - The article discusses the advancements and innovations in the cylindrical battery industry, highlighting the transition to large-scale production and the competitive advantages of Chinese companies in the lithium battery supply chain [1][6]. Group 1: Industry Events and Trends - The 2025 (10th) Lithium Battery Industry Annual Conference and the Lithium Golden Tripod Award Ceremony were held in Shenzhen, focusing on core topics such as battery technology, materials, and equipment [1]. - The cylindrical battery has entered a phase of large-scale production, with applications expanding beyond traditional sectors to include light-duty power, engineering machinery, electric ships, and humanoid robots [4][6]. Group 2: Market Dynamics - The market has shifted from policy-driven to market-driven dynamics, which is seen as beneficial for industry development, bringing more vitality and advantages to end-users [4]. - Data indicates that cylindrical batteries are experiencing a long-term stable growth trend after overcoming a period of technological uncertainty [4]. Group 3: Technological Innovations - The company has been involved in the innovation of equipment and processes for cylindrical battery production since 2009, achieving breakthroughs in key processes such as full-tab ear forming and current collector welding [5]. - China has established a leading position in patent layouts across various advanced technology fields related to electric vehicles (EVs), solid-state batteries, and smart manufacturing, surpassing the US and Europe [5]. Group 4: Product Solutions and Customization - The company offers a range of solutions for cylindrical batteries, including different production line types such as linear, flexible turret, and magnetic levitation lines, catering to various production needs [9][10][11]. - The solutions are customized based on client requirements, covering different sizes and structures of cylindrical batteries, including full-tab ear designs that enhance performance and safety [7][8]. Group 5: Operational Efficiency and Sustainability - Innovations in production lines have led to a 16% reduction in overall footprint and a 30% decrease in the number of personnel required for line inspections, enhancing operational efficiency [14]. - The new generation of production lines has achieved a 20% reduction in energy consumption, supporting the transition to green factories and sustainable development [15]. Group 6: Research and Development Initiatives - The company has established a collaborative innovation platform to support continuous innovation in technology, processes, and equipment, involving upstream suppliers and downstream customers [17]. - The engineering technology research institute has invested in over 200 sets of equipment and has undertaken nearly 200 innovation projects, focusing on the development and testing of new products [18][21].

Group 1 - The 2025 Cross-Strait Entrepreneurs Summit focused on "transformation and innovation, deepening multi-chain cooperation," with around 800 participants discussing industrial development and economic growth [1] - The summit highlighted the importance of collaboration in various sectors such as new energy, smart manufacturing, information technology, cultural creativity, and biotechnology [2] - Companies emphasized the advantages of supply chains, industrial chains, and talent chains in fostering competitive environments, particularly in mainland China [2] Group 2 - Strategies for promoting cross-strait multi-chain cooperation were discussed, including policy guidance and collaboration in emerging industries [3] - The summit's participants expressed optimism about the opportunities presented by the "14th Five-Year Plan," which outlines key areas for industrial development and cooperation [4] - The plan is seen as a "opportunity list" for cross-strait enterprises, encouraging them to align with the identified industrial directions for mutual growth [4] Group 3 - The emphasis on technological innovation and investment in mainland China is expected to provide greater opportunities for Taiwanese entrepreneurs [5] - Participants underscored the importance of enhancing cross-strait economic cooperation for high-quality development, advocating for stronger ties despite external challenges [6] - The summit served as a platform for fostering understanding and collaboration among businesses, with a focus on sectors like artificial intelligence [6] Group 4 - The summit's leaders called for the business community to take on a proactive role in contributing to the economic revitalization of the Chinese nation [7] - The integration of cross-strait industries is viewed as a pathway to achieving greater economic synergy and resilience [7]

Core Insights - The China Energy Construction Group has officially launched the first phase of the Songyuan Hydrogen Energy Industrial Park, which is the largest integrated green hydrogen and ammonia project globally [1][2] - The project has signed the world's first contract for green ammonia as a marine fuel, marking a significant milestone in the industry [1] Project Overview - The Songyuan project commenced construction in September 2023, located in Songyuan City, Jilin Province, with a planned capacity of 3 million kilowatts of renewable energy generation, 800,000 tons of green synthetic ammonia, and green methanol [2] - The first phase includes 800,000 kilowatts of renewable energy generation, capable of producing 45,000 tons of green hydrogen and 200,000 tons of green ammonia and methanol annually, which equates to saving approximately 600,000 tons of standard coal and reducing carbon dioxide emissions by 740,000 tons each year [2] Technological Innovations - The project utilizes direct supply of green electricity from wind and solar power to the chemical park, employing water electrolysis to produce green hydrogen [2] - It combines green hydrogen with nitrogen or carbon dioxide through a multi-stable flexible chemical process to synthesize green ammonia or green methanol [2] - The project has achieved several world records, including the largest scale of hydrogen-ammonia-methanol integrated production, maximum hydrogen storage capacity, and the largest alkaline electrolysis hydrogen production equipment [2]

据一个代表各州能源官员的组织估算，严寒天气以及不断攀升的电价和燃料价格，将导致居民取暖开支 大幅增加。 随着寒冬席卷全美，电 价和天然气价格走高，叠加反常的低温天气，预计居民取暖账单将迎来新一轮上涨。 家庭能源开支本就居高不下，如今消费者又将面临取暖成本飙升的新压力。 全美能源援助主任协会发布数据称，随着冬季来临，电价和天然气价格上涨，再加上美国部分地区预计 将出现反常低温，居民取暖账单势必走高。该协会代表各州政府争取联邦资金支持，其测算显示，今冬 美国家庭平均取暖开支将达到近 1000 美元，较去年同比上涨 9.2%。 取暖成本节节攀升，联邦政府向各州提供的低收人居民取暖援助资金却不增反降。与两年前相比，今年 一项关键联邦援助计划的预算被削减了约三分之一。 全美能源援助主任协会执行董事马克・沃尔夫表示："对于高收人家庭而言，这样的涨幅或许不值一 提，但对于本就捉襟见肘的家庭来说，无疑是毁灭性的打击。数百万家庭正因无力承担取暖费用，深陷 水电燃气债务，甚至面临断供风险。" 过去几年间，家庭能源成本持续走高。一方面，毁灭性山火和极端天气频发后，公用事业公司不得不加 大电网投入，同时弥补此前延误的维护工程；另一方 ...

华见早安之声 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 美国11月非农新增就业超预期，但失业率意外升至四年高位，交易员未加大对美联储降息的押注。道指与标普连跌三日，科技股在经历了连续下跌后迎来反 弹，支撑纳指收高。 特斯拉涨超3%，创历史新高。英伟达反弹0.8%。科技七巨头中，谷歌独跌0.54%、连续四个交易日下挫。Circle涨约10%。能源板块因原油拖累下跌3%。辉 瑞跌3.4%，公司发布悲观的业绩指引，拖累医疗保健板块。 美债收益率普跌，10年期下挫超3基点。美元较昨日尾盘变动不大，日内一度跌0.43%。离岸人民币延续昨日强势，一度升至14个月高点7.03附近。比特币涨 1.8%、日内一度触及8.8万美元。 黄金宽幅震荡，较日低一度涨近1.5%，随后回落守住4300美元一线。白银最终微跌0.5%。美油一度跌破55美元，创2021年初以来最低。 亚洲时段，AH股震荡调整，创业板跌超2%，消费、智能驾驶逆势走强，商业航天回调，恒指、恒科指跌超2%，黄金股走弱，铂钯期货续涨。 要闻 中央财办：投资和消费增速明年有望恢复，房地产供给端要严控增量、盘活存量。 美国就业继续降温：11月非农 ...

12月16日，在当前白银市场中，投资需求再次成为推动价格回升的重要力量，价格重返每盎司63美元上 方。结合行业研究与市场表现，OEXN认为，投资需求不仅是短期推力，更将在较长周期内与基本面形 成共振，为白银价格提供持续支撑。 从产业端来看，白银的长期价值正更多体现在全球电气化和技术升级进程中。OEXN认为，白银在导电 性和导热性方面的不可替代优势，使其在新能源、智能交通以及数字经济中的战略地位不断上升，这也 是工业需求预测被持续上调的核心原因。 在工业需求结构中，太阳能光伏仍是最关键的增长引擎。尽管单块光伏组件的用银量呈下降趋势，但装 机规模的快速扩张正在放大对白银的总需求。数据显示，太阳能领域在白银总需求中的占比，已从2014 年的约11%提升至接近三成，体现出绿色能源浪潮对白银消费结构的深刻改变。 与此同时，电动汽车产业正成为白银工业需求的第二大支柱。随着汽车电动化和智能化程度提升，车辆 在电池管理、电控系统及充电网络中对白银的依赖度显著提高。相关数据表明，电动汽车的平均用银量 较传统车型高出约67%至79%，单车用量可达25至50克，这使得汽车行业对白银需求的增长更具确定 性。 在工业需求结构中，太阳能 ...

中国能源建设(03996)公布，2025年12月16日，公司投资建设的全球最大规模绿色氢氨醇一体化项目 ——中能建松原氢能产业园(绿色氢氨醇一体化)项目一期工程(以下简称松原项目一期或本项目)正式投 产运行。 松原项目一期工程于2023年9月开工建设，总投资69.46亿元，建设内容包括80万千瓦新能源发电(其中 风电75万千瓦、光伏5万千瓦)，2025年12月1日项目建成并首次成功生产绿氢，2025年12月16日正式投 产运行。 本项目采用"风光直供+储能调峰+高效电解制氢系统+动态氨合成一体化"创新技术路线，成功破解了新 能源波动与化工稳定生产之间动态耦合的世界级难题。项目创造了规模最大、储氢量最大、最宽负荷柔 性工艺和最大规模碱性电解制氢设备"四项世界纪录"，开创风光储氢氨醇匹配优化技术、100%绿电直 供技术、绿色柔性制氢氨醇技术、规模化风光储氢氨醇一体化调控技术"四项国际领先技术"。项目实现 关键核心装备100%国产化，填补了我国绿电直连耦合氢氨醇柔性生产空白，形成专利、专有技术、标 准规范共计百余项。 本项目投产后，可实现年产4.5万吨绿氢以及20万吨绿氨和绿色甲醇的产能，相当于每年节约标准煤约 6 ...

Core Viewpoint - The project represents a significant advancement in green hydrogen and ammonia production, with the largest scale and innovative technology in the industry [1][2] Group 1: Project Overview - The project, known as the Songyuan Hydrogen Energy Industrial Park, officially commenced operations on December 16, 2025, after starting construction in September 2023 with a total investment of 6.946 billion yuan [1] - The first phase of the project includes 800,000 kilowatts of renewable energy generation, comprising 750,000 kilowatts from wind and 50,000 kilowatts from solar [1] Group 2: Technological Innovations - The project employs an innovative technology route that integrates wind and solar power supply, energy storage, efficient hydrogen production systems, and dynamic ammonia synthesis [1] - It has set four world records: largest scale, maximum hydrogen storage capacity, widest load flexibility process, and largest alkaline electrolysis hydrogen production equipment [1] - The project has achieved 100% localization of key core equipment, filling a gap in flexible production of hydrogen and ammonia directly connected to green electricity in China [1] Group 3: Production Capacity and Environmental Impact - Upon completion, the project will have an annual production capacity of 45,000 tons of green hydrogen and 200,000 tons of green ammonia and green methanol, saving approximately 600,000 tons of standard coal and reducing carbon dioxide emissions by 740,000 tons annually [2] - The project facilitates local consumption of green electricity and high-value conversion [2] Group 4: Certifications and Recognition - The project has received the ISCC EU green certification, enabling access to the international green energy market, with products already entering the global green ammonia maritime fuel market [2] - It has been recognized as a national-level demonstration project in multiple categories, including green low-carbon advanced technology and hydrogen energy project pilot [2]

Core Insights - The Pearl River Delta (PRD) is a leading area for China's reform and opening-up, showcasing top global manufacturing, technological innovation, and industrial clusters [1] - The visit focuses on four key areas: smart manufacturing, digital economy, green energy, and cross-border e-commerce, aiming to help participants gain insights into industry trends and connect with quality resources [1] Group 1: Benchmark Enterprises - The PRD is home to several benchmark enterprises, including Huawei, Tencent, BYD, and DJI, which are among the world's top 500 companies [3] - Participants will learn about strategic layouts, technological breakthroughs, and ecosystem construction from these leading companies, including Huawei's "1+N" strategy and Tencent's industrial internet transformation [3] Group 2: Advanced Technologies - Research and development investments are significant, with Huawei's annual R&D expenditure exceeding 100 billion yuan, making it a leader in global patent numbers [5] - Key technological methodologies include BYD's innovative materials for blade batteries and the collaborative model between industry and academia exemplified by Dongguan Songshan Lake Material Laboratory [5] Group 3: Knowledge System Upgrade - The visit provides a comprehensive understanding of strategic frameworks and management methodologies from leading companies, covering areas such as strategic planning, technology development, and global expansion [6] - This approach helps avoid the limitations of fragmented learning, enabling participants to build a complete cognitive system from macro trends to micro implementations [6] Group 4: Practical Experience - The visit emphasizes actionable solutions, such as Midea's "T+3" flexible production model, which can reduce delivery cycles by 30%, and OPPO's AI visual inspection technology, which can improve yield rates by 20% [8] - Participants will receive internal training materials and tools from leading companies, facilitating the rapid transformation of benchmark experiences into productivity [8] Group 5: Brand Influence - Participating companies will receive the "Pearl River Delta Benchmark Enterprise Learning Base" certification, enhancing their brand credibility and market competitiveness [9] - The visit serves as an accelerator for corporate upgrades, helping participants seize opportunities in the PRD economic wave for leapfrog development [9] Group 6: Resource Networking - The event creates a three-dimensional resource platform connecting government, capital, and industry chains, allowing participants to engage with local investment and technology agencies [10] - Post-visit, participants can join the "Pearl River Delta Enterprise Alumni Association" to continue receiving industry updates and invitations to internal sharing sessions, fostering a long-term value network [10]