当绿色低碳成为全球产业转型的核心命题，当技术创新成为石油化工行业突破瓶颈的关键引擎，一场承载着行业期待的国家级盛会即将重磅启幕。2026中国 国际石油化工技术装备展，将于6月9-11日在上海新国际博览中心盛大召开。作为经商务部批准升级的行业标杆展会，本届盛会将汇聚全球产业力量，搭建 专业化、国际化的技术交流与商贸合作平台。 从上海国际石油化工技术装备展到国家级展会的华丽蜕变，十七载深耕积淀，让展会成为亚洲乃至全球石油化工领域的"晴雨表"与"风向标"。依托上海得天 独厚的区位优势与长三角经济圈雄厚的产业基础，展会规模持续扩容，影响力不断攀升，2025年已实现7万平方米展览面积、1081家企业参展、超34个国家 和地区百家采购团到场采购，成绩斐然。其中，国际展商占比突破10%，充分彰显了其国际化平台价值。 展会对产业链的全方位覆盖与精准聚焦，历经十七年发展，从最初的炼化设备、泵阀流体等核心领域，拓展至10大专业展区，形成了涵盖炼化设备、化工装 备、泵阀管道、防爆电气、安全防护、自动化仪器仪表、环保设备、智能机器人巡检等全产业链展示体系，实现了从上游研发到下游应用的全场景覆盖。无 论是特安电子、保时安这样在仪器仪表 ...

Core Viewpoint - The 17th Calcium Carbide Industry Healthy Development Conference emphasized the need for high-quality development in the calcium carbide industry during the 14th Five-Year Plan period, focusing on technological innovation, green transformation, and intelligent upgrades [1][2] Group 1: Industry Challenges and Opportunities - The calcium carbide industry faces historical opportunities and severe challenges due to profound changes in the global energy landscape and China's dual carbon strategy [1] - The industry must recognize external environmental fluctuations, slowing downstream demand growth, and difficulties in green low-carbon transformation while seizing domestic market stability and rapid technological iteration opportunities [1][2] Group 2: Technological Innovation and Green Development - The industry should prioritize technological innovation as a fundamental driver, promoting circular economy and energy-saving technologies to enhance energy efficiency and market risk response capabilities [1] - There is a call for the development of new production processes and gas utilization technologies, fostering innovative enterprises, and accelerating the application of intelligent and automated technologies [2] Group 3: Industry Self-Regulation and Competitive Environment - The industry is undergoing a period of adjustment, with accelerated elimination of underperforming enterprises and increasing industry concentration, which is beneficial for sustainable development [2] - The industry should engage in self-regulation to create a fair and orderly competitive environment, continuously improving overall profitability [2] Group 4: Technical Exchange and Collaboration - Experts shared insights on innovations in calcium carbide production processes, intelligent control of production processes, and upgrades of energy-saving and environmental protection equipment during the technical report session [2]

Core Insights - The transportation sector in China has shown stable economic performance in the past year, achieving key targets and demonstrating growth in various indicators [2][3] Group 1: Economic Performance - Total fixed asset investment in transportation is expected to exceed 3.6 trillion yuan, maintaining a high level of operation [2] - The volume of commercial freight is projected to surpass 580 billion tons, reflecting a year-on-year growth of approximately 3.5% [2] - Port foreign trade container throughput has increased by about 9.6%, while international air freight has grown by 20% [2] - The total cross-regional personnel flow is expected to exceed 66 billion person-times [2] Group 2: Infrastructure Development - Over the past five years, the national comprehensive three-dimensional transportation network has been largely completed, connecting over 80% of county-level administrative regions [3] - Key urban agglomerations have achieved two-hour connectivity between major cities, enhancing transportation service strategies [3] - Significant infrastructure projects completed during the 14th Five-Year Plan include the Shenzhen-Zhongshan Corridor and the Beijing-Harbin Expressway [7] Group 3: Safety and Efficiency - The number of railway traffic accidents has decreased by 18.4% year-on-year, while accidents in the road and waterway sectors have dropped by 25.8% [2] - The transportation sector is focusing on enhancing monitoring, early warning, and emergency response capabilities to prevent major accidents [3] Group 4: Consumer Services and Demand Expansion - The cruise passenger transport volume reached 1.265 million person-times from January to November, marking a year-on-year increase of 27.8% [4] - The small and micro car rental market is expected to grow at an annual rate of around 15% during the 14th Five-Year Plan period [4] - The development of self-driving tourism routes is being promoted to enhance consumer experiences and drive spending [5] Group 5: Equipment Modernization - The transportation sector is undergoing a significant update of equipment, with over 450 old railway diesel locomotives replaced by new models [8] - The sector has also seen the retirement and replacement of over 114,000 old urban buses and more than 250,000 diesel trucks [8] - The implementation of large-scale equipment updates aims to enhance service quality and support domestic demand [8]

Core Viewpoint - The global commodity market is undergoing significant restructuring in 2025, influenced by trade dynamics and geopolitical competition, leading to a reshaping of the global industrial chain. The year has seen volatile commodity prices, with metals like gold, silver, and copper reaching new highs, while energy and agricultural products remain weak [2]. Market Participation and Trading Volume - In the face of market uncertainties, more entities are engaging in the futures market, with China's cumulative trading volume reaching 67.545 trillion yuan in the first 11 months of the year, surpassing the total for the previous year and setting a historical record. As of October 9, total funds in the futures market exceeded 2 trillion yuan, and by December 8, client equity of futures companies also surpassed 2 trillion yuan [2]. Product Innovation and Expansion - The expansion of product variety is a key focus for the development of China's futures market, with 164 futures and options products listed by the end of November, an increase of 18 from the previous year [3]. - New products are categorized into three types: 1. Filling gaps in existing product lines to enhance risk management across the supply chain, such as the introduction of pure benzene and propylene futures [3]. 2. Innovating contract models to align with trading habits, exemplified by the launch of monthly average price futures for certain chemical products [4]. 3. Accelerating the establishment of a green product system, including the listing of futures for recycled aluminum alloys and precious metals like platinum and palladium [4]. Options Market Development - The acceleration of options coverage is a notable trend, with all new futures products introduced alongside options. Existing products have also seen corresponding options launched, enhancing the risk management tools available to entities [5]. Service Enhancement for the Real Economy - The futures market aims to serve the real economy effectively, with various service models optimized to meet industry needs. For instance, a steel delivery warehouse was established in Northwest China, addressing long-standing delivery challenges for local steel enterprises [6]. - The "insurance + futures" model has evolved over ten years, now involving multiple stakeholders to provide comprehensive risk management for agricultural products [6][7]. Regulatory Improvements and Market Integrity - Since the implementation of the Futures and Derivatives Law in 2022, the regulatory framework for China's futures market has been continuously improved, aligning with the central economic work conference's emphasis on effective regulation [8]. - Recent regulations have focused on enhancing the management of algorithmic trading, internet marketing, and overall industry standards, aiming to create a transparent and efficient futures market [9].

合伙企业是聚焦矿山智能化与绿色低碳转型赛道的战略投资工具，以无人矿卡领域后期项目为核心投资 标的，通过资本注入与资源协同，助力标的企业完成技术规模化落地与全球化布局，同时捕捉矿山智能 化升级浪潮中的确定性投资收益，本基金定向投资于上海伯镭智能科技有限公司。 智通财经APP讯，兔宝宝(002043.SZ)发布公告，公司全资子公司德华兔宝宝投资管理有限公司(以下简 称"兔宝宝投资公司")近日与广东易高智汇股权投资基金管理有限公司(以下简称"易高投资")签署《广东 易高格维创业投资合伙企业(有限合伙)合伙协议》(以下简称"《合伙协议》")，兔宝宝投资公司作为有 限合伙人，认缴出资人民币1,000万元，占认缴出资总额的17.4338%。 ...

电力行业 2026 年度信用风险展望（2025 年 12 月） 电力行业样本企业杠杆水平指标 电力行业信用风险展望丨 2026 摘要 公司邮箱：lianhe@lhratings.com 网址：www.lhratings.com 电话：010-85679696 传真：010-85679228 地址：北京市朝阳区建国门外大街 2 号中国人保财险大厦 17 层 工商评级三部 电力行业样本企业营业总收入及营业利润情况 www.lhratings.com 信用风险展望 0 2024－2025 年分月全社会用电量及其增速情况 电力行业装机规模及五大发电企业装机占比情况 宏观方面，2025 年前三季度，内需动能仍待提振，全年增长 目标可期；行业方面，全社会用电量保持同比增长，电力总 装机容量进一步提升，发电量保持同比增长。随着新能源发 电装机规模和占比的不断提高，行业呈现"头部稳固、转型 分化、新兴突围"特征。 行业财务状况方面，2022 年以来，电力行业样本企业营业总 收入和营业利润总额逐年增长。其中，火力发电企业在煤价 回落及电价政策支持下盈利水平有所提升，新能源发电企业 盈利水平保持相对稳定，但投资扩张带来持续的融资 ...

省领导陈星、刘玉江、孙运锋，生态环境部有关司局负责同志等参加。（记者 刘婵 张笑闻） 责任编辑： 路娇 12月23日，省委书记刘宁、省长王凯在郑州会见生态环境部部长黄润秋一行。 黄润秋感谢河南省委、省政府对生态环境工作的大力支持。他表示，近年来，河南深入践行绿水青山就 是金山银山的理念，坚决扛牢生态环境保护的政治责任，深入开展污染防治攻坚，加快推进绿色低碳转 型，全面加强生态保护治理，生态环境质量持续改善，美丽河南建设取得扎实成效。生态环境部将深入 贯彻习近平生态文明思想，全面落实党的二十届四中全会和中央经济工作会议精神，在加强黄河流域生 态保护、持续深入推进污染防治攻坚和生态系统优化、加快能源产业结构调整等领域给予更多支持，与 河南同题共答、协同发力，深入打好蓝天、碧水、净土保卫战，推动经济社会发展全面绿色转型，助力 河南生态文明建设取得新进展。 刘宁、王凯代表省委、省政府对黄润秋一行表示欢迎，感谢生态环境部对河南工作的关心支持。刘宁 说，河南是全国唯一地跨长江、黄河、淮河、海河四大流域的省份，有太行山、伏牛山、大别山等重要 山脉，在全国生态格局中具有重要地位。我们深学细悟习近平生态文明思想，贯彻落实习近平 ...

面对全球产业变革，京东方积极将深厚的技术积淀转化为引领行业进步的影响力和品牌价值。本次智享 会从"AI焕新、技术焕新、生态焕新、可持续焕新"四大维度，全面勾勒出"焕新2026"的完整蓝图。 "AI焕新"方面，京东方积极推进"AI+"战略，为"屏之物联"注入核心智能动能；"技术焕新"则以ADS Pro、f-OLED、α-MLED三大核心技术品牌为支柱，不断驱动技术升级，巩固并扩大技术领先优势；"生 态焕新"强调开放协作，致力于携手全球合作伙伴共同开拓新技术、新应用、新场景，实现从单一技术 赋能到生态共赢的跨越；在"可持续焕新"方面，京东方将可持续发展升级为企业发展的核心之一，发布 了中国显示行业首个可持续发展品牌"ONE"以及与之相呼应的六大支柱的可持续发展战略，展现了领军 企业在推动绿色发展、履行社会责任的引领作用。 转自：新华财经 12月22日，京东方"焕新2026"年终媒体智享会收官站在武汉落幕。作为贯穿上海、成都、深圳三站活动 的压轴环节，本次活动以"焕新·向远而行"为主题，聚焦显示产业可持续发展路径，全面展示京东方在 绿色技术研发、低碳运营实践、社会责任践行等领域的成果，以及在钙钛矿光伏、智慧能源等前 ...

Core Insights - The "Reporting China Economy 2026" event focused on the theme of "New Energy Driving Future Change," aiming to accelerate the construction of a new energy system and promote high-quality industry development under the context of "dual carbon" goals and comprehensive green transformation [1] Group 1: Key Presentations - Academician Ouyang Minggao emphasized the need for a triad energy storage system comprising battery storage, green hydrogen, and smart energy to overcome bottlenecks in green electricity consumption [2] - Zhang Lei from Horizon Robotics highlighted the synergy between AI and energy, stating that the marginal cost of AI is energy cost, and China's renewable energy technology has achieved large-scale industrialization and cost reduction [2] - Zhong Baoshan from LONGi Green Energy shared the company's commitment to building an open collaborative innovation ecosystem and promoting the "photovoltaic-storage-hydrogen" collaborative system from demonstration to large-scale promotion [3] Group 2: Industry Dialogue - The "New Energy, New Scenarios, New Opportunities" dialogue discussed how to explore international market opportunities and support the leapfrog development of China's new energy industry, in line with the "Energy Power Construction Planning Outline" proposed at the Central Economic Work Conference [3] - The "Dual Carbon Leading, Green Transformation New Ecology" dialogue focused on accelerating the construction of a new energy system, discussing energy structure, technological economic paradigms, and governance systems [3][6] Group 3: Strategic Initiatives - The "Energy China 2026 Project" was officially launched, with multiple partners completing strategic agreements, indicating a collaborative effort to advance the new energy sector [5] - Li Gao, a member of the Ministry of Ecology and Environment, noted that China's renewable energy sector has significantly reduced costs for renewable sources, particularly wind and solar, contributing to global energy transition [5]

Core Viewpoint - The Shanghai Municipal Committee's meeting emphasizes the importance of the 14th Five-Year Plan period for achieving high-quality development and transforming Shanghai into a world-class modern socialist metropolis by 2035 [1][2]. Economic and Social Development Goals - The main goals for the 14th Five-Year Plan period include significant achievements in high-quality development, enhanced urban core functions, breakthroughs in high-level reform and opening up, improved social civilization, and modernized urban governance [2][3]. Five Centers Development - The meeting highlights the need to accelerate the construction of the "Five Centers" to enhance urban capability and core competitiveness, focusing on innovation-driven development and a modern industrial system [3][4]. High-Level Reform and Opening Up - Emphasis is placed on deepening high-level reform and opening up, enhancing the vitality of various business entities, and establishing a new open economic system [4][5]. Urban Development and Coordination - The meeting calls for optimizing urban spatial layout, promoting regional coordinated development, and enhancing infrastructure systems to support high-quality urban renewal [4][5]. Improvement of People's Livelihood - There is a strong focus on improving people's quality of life, addressing urgent social issues, and promoting common prosperity through better employment, education, and social security systems [5][6]. Green and Low-Carbon Transition - The meeting stresses the importance of a comprehensive green and low-carbon transformation, aiming for ecological improvement and sustainable development [5][6]. Urban Safety and Governance - The need for enhanced urban governance and safety measures is highlighted, ensuring a resilient and orderly urban environment [6].