编者按： 近年来，烟台以打造绿色低碳高质量发展示范城市为远景目标，将新质生产力、绿色低碳高质量发展转化为烟台人可感可知的日常场景。为讲述2025年烟 台经济民生领域取得的卓越成绩以及烟台全力打造绿色低碳高质量发展示范城市的亮眼举措，烟台市委网信办、齐鲁晚报.齐鲁壹点烟台融媒中心联合推 出"网语烟台与新质握手"网络宣传引导活动，以具体的场景和真实的故事，连接产业进步与民间共鸣，共述一座城的焕新之旅。 向海而兴的烟台，正在黄渤海畔书写着一份令人瞩目的绿色答卷：清洁能源装机总量稳居山东省首位，其中海上风电装机221万千瓦，发电量突破164亿千 瓦时，双双高居全省第一。 从渤海岸边到黄海之滨，从核电基座到风机森林，这股澎湃的绿色动能从何而来？烟台又何以能在山东清洁能源发展的赛道上遥遥领先？ 这"第一"的背后，并非偶然，而是一场关于天时、地利、人和，关于战略、产业与科技的全面进击。这也是一场生动诠释新质生产力内核的深刻变革—— 它以科技创新为魂，以产业升级为骨，以绿色发展为脉，正塑造着生产力跃迁的"烟台样本"。 齐鲁晚报.齐鲁壹点李楠楠 向绿发力 从"零的突破"到"全省第一" 烟台拥有1000多公里蜿蜒的海岸线，面朝黄 ...

电力业务方面，公司在运营可控电源装机总量达4761兆瓦，其中火电装机2890兆瓦、光伏装机1640兆 瓦、水电装机231兆瓦，同时还有在建光伏装机1320兆瓦。受区域工业需求影响，供电量同比有所调 整，但成本管控成效显著，上半年完成发电量88.78亿千瓦时，供电成本同比下降23.87%，成本降幅优 于收入变化，业务盈利韧性凸显。 12月15日，兵团能源龙头企业天富能源(600509)发行规模20.91亿元的兵团首单不动产投资信托基金（类 REITs）正式设立，优先级票面利率低至2.40%，认购倍数1.67倍，创新疆地区同类融资产品成本新低。 同时，该产品也是在银行间市场发行的全国首单可持续挂钩+科创资产支持票据（类REITs），标志着 天富能源在金融创新领域取得重要突破。 公开数据显示，作为新疆生产建设兵团最大的综合能源上市企业，天富能源在2025年上半年展现出稳健 的经营韧性和强劲的创新突破动能，报告期公司实现营业收入40.66亿元，利润总额3.46亿元，同比增加 9.36%；归属于上市公司股东的净利润3.04亿元，凭借"传统业务稳盈利+新能源业务拓增长"的双轮驱动 模式推进发展。 券商方面资深人士对此表示 ...

Group 1: Economic Development and Growth - Shandong Province's 14th Five-Year Plan emphasizes high-quality development, with a focus on Jinan as a key city for economic growth [1][2] - Jinan's GDP reached 10,433.7 billion yuan in the first three quarters of 2025, marking a 5.4% year-on-year increase, with an annual total expected to exceed 1.4 trillion yuan [1] - The city aims to convert policy benefits into tangible development results, contributing significantly to Shandong's high-quality growth [1] Group 2: Innovation and Technology - The plan highlights the importance of nurturing leading technology enterprises and supporting high-tech and small-to-medium enterprises [2] - Jinan's global innovation ranking improved to 27th in the 2025 Nature Index, reflecting significant advancements in research and development [3] - R&D investment in Jinan surpassed 40 billion yuan in 2024, a notable increase from 22.55 billion yuan in 2020, with technology contract transactions reaching 92.61 billion yuan, up 179% [3] Group 3: Green Development - The 2025 Shandong Green Low-Carbon High-Quality Development Conference emphasized the need for a new energy system and ecological protection [6] - Jinan is positioned as a core city for green low-carbon development, integrating these principles into all aspects of economic and social development [6][7] - The city has seen a 23.5% reduction in energy consumption per unit of GDP from 2021 to 2024, with renewable energy generation growing at an annual rate of 25.34% [7] Group 4: Industrial Structure and Modernization - The plan calls for the cultivation of emerging industries and future-oriented sectors, with a focus on robotics as a key area for new productivity [10] - Jinan's industrial strategy includes 13 landmark industrial chains and 34 key industrial chains, covering critical sectors such as electronic information and advanced materials [11] - The city aims to enhance industrial foundations and modernize supply chains, driving significant industrial growth in the coming five years [12]

（原标题：吉电股份拟5.64亿元 投建100MW风电项目） 证券时报记者 孙宪超 项目计划动态总投资5.64亿元，计划工期12个月，年均利用小时数1993.6小时。项目资本金内部收益率 6.99%，投资回收期（税后）13.56年。项目资本金比例不低于总投资的20%，根据工程进展情况逐步注 入，其余建设资金通过长期贷款方式解决。 吉电股份表示，投资建设该项目符合公司在广西壮族自治区落实"新能源+"赛道的战略布局，对巩固公 司集约化优势、扩大区域装机规模具有战略支撑意义，对优化公司新能源产业结构、提升清洁能源供给 质量具有积极推动作用，是公司增强核心竞争力、践行绿色低碳发展战略的重要举措。 公司在广西壮族自治区持续开发新能源项目，具备集中管控、节约实际运维经营成本的优势，能够持续 提升公司盈利能力。本项目的投资对公司当期损益无影响。 此前，吉电股份11月13日公告，全资子公司白城吉电瀚海发电有限公司拟投资建设白城二期2×66万千 瓦保供煤电项目，该项目总投资56.98亿元。项目拟建设2×66万千瓦级超超临界、一次再热、凝汽式湿 冷燃褐煤发电机组。同步建设智慧电厂及燃料智能化系统，满足《新一代煤电升级专项行动实施方 ...

新华社北京12月16日电 题：必须坚持政策支持和改革创新并举——学习领会"五个必须"做好明年经济 工作 新华社记者于佳欣、刘开雄、任军 日前召开的中央经济工作会议上，习近平总书记以"五个必须"概括做好新形势下经济工作新的认识 和体会。"必须坚持政策支持和改革创新并举"，是其中的重要内容。 既要政策给力，也要改革发力，深刻体现了习近平经济思想蕴含的治理智慧。越是面临复杂形势和 不确定因素，越要坚持政策支持和改革创新并举，增强其协同效应，如此才能夯实经济发展根基，不断 激发高质量发展的内生动力。 既要政策给力也要改革发力 "尽管面临着巨大冲击，中国经济依然表现出强劲韧性。"日前，国际货币基金组织（IMF）总裁格 奥尔基耶娃作出如是评价。 格奥尔基耶娃的话，道出近期多个国际组织上调中国经济增速预期背后的考量：中国政府推出更加 积极有为的宏观政策支撑了消费和投资，而持续深化的结构性改革则进一步释放了经济活力与潜力。 坚持政策支持和改革创新并举，是我国经济面对外部逆风承压前行，却依然保持向新向优的重要密 码。 "必须综合施策，既要加强宏观调控，减轻短期经济波动，又要不失时机地全面深化改革，向改革 要动力、要活力，推动经 ...

Core Viewpoint - The Chinese government has announced the "National Energy Conservation and Carbon Reduction Technology Equipment Recommendation Directory (2025 Edition)" to promote energy-saving and carbon-reduction technologies across key industries, providing a clear reference for enterprises' green transformation [1] Group 1: Policy and Industry Response - The directory focuses on energy conservation and carbon reduction technologies in industrial sectors, covering ten key industries such as steel, petrochemicals, and building materials, as well as information technology scenarios like data centers and communication bases [1] - Companies are leveraging their core strengths and focusing on technological innovation to actively engage in energy-saving and carbon-reduction practices, with distinct transformation paths emerging across different industries due to variations in industrial foundations and technological endowments [1] Group 2: Company Practices in Energy Conservation - In the traditional energy sector, Zhejiang Zheneng Power Co., Ltd. has invested over 1 billion yuan in comprehensive upgrades to its power plant, achieving emissions standards comparable to natural gas power generation and creating a closed-loop system for resource recycling [2] - In the refining sector, Rongsheng Petrochemical Co., Ltd. has achieved breakthroughs in energy conservation and emissions reduction through resource cascading utilization and low-temperature waste heat recovery technologies [2] Group 3: Innovations in Environmental Technology - Zhejiang Feida Environmental Technology Co., Ltd. has developed a carbon capture, utilization, and storage (CCUS) technology that captures over 90% of CO₂, significantly reducing the carbon footprint of its products and aiming to capture costs lower than traditional methods [3] - Visionox Technology Co., Ltd. has focused on material innovation to eliminate the use of harmful chemicals in its production processes, successfully developing over 20 PFAS-free materials [3] Group 4: Future Trends in Corporate Competitiveness - Under the dual carbon goals, companies are shifting their core competitiveness from traditional scale and cost advantages to a combination of "green technology + sustainable operations," with technology reserves and industry chain integration becoming essential [4] - The manufacturing industry's green transformation is entering a new phase characterized by standardized technology, normalized collaboration, and visible value, with companies needing to focus on core technology breakthroughs and integrating green concepts into their strategic operations [4]

生态环境部上述负责人介绍，聚苯乙烯泡沫行业是我国氢氯氟烃的主要消费行业之一，产品应用于建筑 保温、冷链物流以及土木工程等领域。根据调研和估算，行业剩余待淘汰的氢氯氟烃不到2000吨，占该 行业淘汰总量的4.6%。 该行业替代技术成熟，二氧化碳、酒精、氢氟碳化物、丁烷、二甲醚等替代发泡剂在聚苯乙烯泡沫行业 内成功应用多年，供应充足，在技术上完全可行；替代成本可控，氢氟碳化物发泡剂成本相对较高，二 氧化碳、酒精、丁烷和二甲醚等发泡剂成本较低，相关企业可以根据所生产产品的性能要求、承受经济 成本的能力自行选择适合的替代发泡剂。 清洗行业是我国氢氯氟烃主要消费领域之一，将氢氯氟烃作为溶剂或清洗剂使用，包括一次性医疗器 械、金属清洗、电子清洗、溶剂配置等4个子行业。2023年8月，生态环境部发布了《关于禁止生产以含 中国将加速淘汰消耗臭氧层物质，相关时间表再度明确。 生态环境部今天（12月16日）印发《关于禁止生产以含氢氯氟烃（HCFCs）为发泡剂的挤出聚苯乙烯泡 沫产品的公告》和《关于禁止使用含氢氯氟烃（HCFCs）作为清洗剂的公告》（下称"两个公告"）。 生态环境部大气环境司有关负责人对记者表示，我国自1991年加 ...

Economic Overview - The national economy continues to show a stable and progressive development trend, with key indicators reflecting steady performance in production, employment, and market prices [2][4] - In November, the industrial added value of large-scale enterprises increased by 4.8% year-on-year, with the equipment manufacturing sector growing by 7.7%, contributing 59.4% to the overall industrial growth [2] - The service sector's production index rose by 4.2% year-on-year in November [2] Market Sales and Investment - Social retail sales increased by 1.3% year-on-year in November, with a cumulative growth of 4% for the first 11 months, surpassing both the previous year's growth and the annual total [3] - Fixed asset investment (excluding rural households) decreased by 2.6% year-on-year, but project investment excluding real estate grew by 0.8% [3] - Despite a decline in investment growth, key sectors continue to see investment increases, supporting long-term economic development [3] Foreign Trade and Employment - In November, China's total goods import and export value grew by 4.1% year-on-year, with exports increasing by 5.7% [3] - The urban unemployment rate remained stable at 5.1%, while the Consumer Price Index (CPI) rose by 0.7% year-on-year, marking a 0.5 percentage point increase from the previous month [3] Agricultural Production - The grain output for the year reached 1.42975 trillion jin, a 1.2% increase from the previous year, maintaining stability above 1.4 trillion jin [4] New Productive Forces - Significant progress has been made in cultivating new productive forces, with high-tech manufacturing value added increasing by 9.2% year-on-year from January to November [5] - The manufacturing of smart consumer devices grew by 7.6%, and the digital economy continues to expand, with digital product manufacturing value added increasing by 9.3% [5][6] Policy Support and Future Outlook - The economy is expected to meet annual targets despite challenges, supported by strong macro policies and the growth of new economic drivers [7] - Consumption policies have shown effectiveness, with significant year-on-year growth in retail sales of home appliances and communication equipment [7] - International institutions have raised their economic growth forecasts for China for 2025, indicating positive future expectations [7]

展望未来，预计2026年碳酸锂维持供需双增态势，价格中枢或整体上移，供应端和需求端的年度增速都 有望达到30%。对于储能方面能否在2026年及以后拉动总需求超预期增长，目前行业内分歧比较大。如 果根据《新型储能规模化建设专项行动方案（2025—2027）》中"2027年全国新型储能装机规模在1.8亿 千瓦（180吉瓦）以上"的总体目标来推算，30%左右的年度增速可能是储能需求增速的基准点。 为应对锂价波动，实现稳健发展，产业链企业可以基于产量、库存量等生产经营情况，运用期货进行套 期保值，稳定原料采购成本或锁定产品销售利润。矿产资源储备较充足、技术不断创新、成本控制力强 的企业可能在发展中进一步巩固自身优势。 在政策引导行业加快技术进步和转型升级发展的背景下，锂盐企业需要从技术创新、绿色发展、产业协 同等多个方面入手，着力提升产业竞争力，增强自身资源保障能力与产业链协同水平。 近期，锂电下游需求相对乐观，储能行业维持高景气度，市场对2026年一季度需求有"淡季不淡"的预 期。2026年年初需要留意下游补库需求和个别锂资源项目复产进度，关注储能需求和供需两侧政策的后 续变动。（作者单位：广州期货） 周一碳酸锂期 ...

Economic Overview - In November, China's economy continued to show stability and progress, supported by proactive macro policies, stable production supply, and improving market prices [2][3] - The industrial added value for large-scale enterprises increased by 4.8% year-on-year in November, with the equipment manufacturing sector growing by 7.7%, contributing 59.4% to the overall industrial growth [3] - The service sector's production index rose by 4.2% year-on-year in November, indicating a positive trend in service industry performance [3] Consumer Market - The total retail sales of consumer goods increased by 1.3% year-on-year in November, with a cumulative growth of 4% for the first eleven months, surpassing both the previous year's growth and the annual growth rate [3] - Upgrading products saw rapid sales growth, with service retail sales growing by 5.4% year-on-year, outpacing goods retail sales [7] Investment Trends - Fixed asset investment (excluding rural households) decreased by 2.6% year-on-year in the first eleven months, but project investment excluding real estate development grew by 0.8% [4][9] - Despite the decline in overall investment growth, key sectors maintained growth, supported by policies aimed at expanding domestic demand and industrial upgrades [4][9] Foreign Trade - In November, China's total goods import and export value increased by 4.1% year-on-year, with exports growing by 5.7%, marking a turnaround from the previous month's decline [4] Employment and Prices - The urban unemployment rate remained stable at 5.1% in November, while the Consumer Price Index (CPI) rose by 0.7% year-on-year, reflecting a 0.5 percentage point increase from the previous month [4] New Productive Forces - Significant progress has been made in cultivating new productive forces, with high-tech manufacturing value added increasing by 9.2% year-on-year in the first eleven months [5][6] - The digital economy and green low-carbon development are advancing, with notable growth in sectors such as new energy vehicles and digital products manufacturing [6] Future Outlook - The resilience of China's economy, supported by strong macro policies and emerging new drivers, provides favorable conditions for achieving annual economic targets [7][8] - International institutions have raised their economic growth forecasts for China in 2025, reflecting confidence in the country's economic development [8]