银行频道更多独家策划、专家专栏，免费查阅>> 责任编辑：小讯 为积极响应国家"双碳"战略，推动能源结构绿色转型，兴业银行厦门分行近日成功落地分行首笔光储充 一体化项目贷款。该项目集光伏发电、储能系统与充电设施于一体，构建起多能互补、高效协同的清洁 能源体系，为厦门市新能源产业发展注入新动能。 光储充一体化项目是当前新能源领域的重要创新实践。本笔业务所支持的项目建成后，预计年发电量将 超270万千瓦时，每年可节约标准煤超1000吨，减少二氧化碳排放超2700吨，环境效益显著。同时，该 项目还为所在园区车位配套充电桩及储能设备，通过智慧能源管理系统实现电能双向互动与动态调配， 有效提升新能源消纳能力，缓解电网负荷压力，为绿色出行提供坚实保障。 下阶段，兴业银行厦门分行将进一步深化绿色金融创新，探索更多"新能源+"场景应用，以金融活水浇 灌实体经济绿色转型，为厦门高质量发展贡献更多"兴"力量。 ...

Group 1 - The core point of the article is that Zhongti New Materials has completed a new round of equity financing, becoming the first additive manufacturing company to attract capital in 2026, with funds primarily aimed at capacity expansion and technological upgrades to strengthen its position in high-end metal powders [2] - Zhongti New Materials has initiated a "super factory" project, with a total planned area of 266 acres, and the first phase of 76.5 acres is set to commence production by the end of 2026, adding over 8,000 tons of annual metal powder capacity [3] - The factory will focus on intelligent manufacturing of aerospace-grade metal powders, featuring high-precision atomization production lines, intelligent storage systems, and green recycling workshops, aiming to create a flexible and green supply capability for high-end manufacturing [4] Group 2 - In August 2025, Zhongti New Materials completed the construction of an intelligent production line cluster for aluminum alloy powders, adding six automated production lines and increasing annual capacity to 2,500 tons. With the launch of the super factory, the company's annual metal powder capacity will exceed 10,000 tons, positioning it among the first domestic manufacturers to reach this scale [6] - Unlike many powder manufacturers focusing on a single material, Zhongti New Materials has adhered to a strategy of "full category + multiple processes + multiple industries," forming a product system that includes aluminum alloy, titanium alloy, nickel alloy, stainless steel, copper alloy, and precious metal powders [7] - This diverse material system supports a large customer matrix, with strategic partnerships established with leading companies in consumer electronics, automotive, aerospace, low-altitude economy, and robotics, enhancing customer loyalty and binding new material capabilities with end applications [9] Group 3 - Zhongti New Materials is at the forefront of low-carbon additive manufacturing, having been the first domestic company to obtain SCS certification for aluminum and titanium alloy powder production, recognized for initiating low-carbon manufacturing in 3D printing [10] - The company has developed proprietary technologies for powder recycling and intelligent sorting systems, achieving a closed-loop cycle for titanium, aluminum, and steel materials during the 3D printing process [12] - The green manufacturing initiatives have entered a practical phase, with a strategic partnership established with Brose, a leading global automotive systems supplier, focusing on steel recycling and high-performance iron-based powder preparation to promote sustainable additive manufacturing in the automotive sector [14] Group 4 - The global market for 3D printing metal powders is projected to grow from $8.5 billion in 2024 to $26.8 billion by 2030, with a compound annual growth rate of 21.3%, significantly outpacing traditional powder metallurgy materials [15] - The rapid growth is driven by industrial applications in aerospace and consumer markets in 3C electronics, leading to increased demand that compels metal powder manufacturers to expand capacity [17] - The current focus for material companies is not whether to expand, but how and how quickly to do so, indicating that capacity expansion will become the norm in the 3D printing industry as it enters 2026 [17]

近日，位于山东省济南市长清区的"聊热入济"南线工程N2泵站，四台大型加压泵平稳运转，智慧屏幕 上的流量、压力、温度逐步攀升，来自聊城郝集电厂的工业余热顺利抵达济南西部城区，"聊热入济"南 线工程正式投产。与此同时，济南国际医学中心附近的西部热源厂供浆泵停止供浆，6号锅炉停止运 行。 作为山东省重要的民生工程、民心工程和推进生态城市建设的标志性工程，"聊热入济"管线跨越三市五 县区，穿越17个乡镇、140个自然村，攻克110处重要节点穿越难题。其中黄河穿越段面临粉土粉砂地层 稳定性差、地下高压水环境等多重考验，施工团队通过优化盾构技术、强化管片防水性能，成功突破技 术瓶颈。 为保障长输管网安全高效运行，济南能源集团打造了"智慧供热大脑"，融合物联网、大数据与人工智能 技术，构建起GIS地图建模、光纤泄漏监测、无人机巡检相结合的"空天地"一体化管控体系，智能调控 管网。 从1986年济南建设明湖热电厂以集中供暖替代散煤取暖，到现在主城区54台供暖燃煤锅炉有序退场，济 南实现了能源从"保障"到"绿色"的历史跨越。 这场能源变革的背后，是打破行政区划壁垒的区域协同智慧与攻坚克难的技术创新实力。 聊城、泰安的工业余热转 ...

External Environment of Business Transformation - The external environment for the transformation of financing leasing companies is characterized by both pressure and opportunities. Regulatory policies are guiding the industry back to its core functions of "financing + asset leasing," with specific requirements for financial leasing companies to maintain a direct leasing business ratio of no less than 50% [1][12][17] - The market environment is affected by policies aimed at reducing local government debt, which limits traditional non-standard financing business, while a low-interest-rate environment intensifies competition with banks and trusts, leading to a narrowing of industry spreads. However, opportunities arise from large-scale equipment updates and national policies like the "dual carbon" strategy, which open growth avenues in green leasing and high-end equipment leasing [1][28][29] Core Transformation Directions - The transformation paths focus on four core areas: 1. Aviation and shipping leasing, leveraging the standardized nature of aircraft and vessels for competitive differentiation [2] 2. Green low-carbon leasing, covering wind power, photovoltaics, energy storage, and green transportation, aligning with the characteristics of heavy assets and long cycles in the new energy sector [2][33] 3. High-end equipment leasing, targeting technology-intensive equipment such as industrial robots and semiconductor devices to meet industrial upgrade demands [2][34] 4. Micro and agricultural leasing, utilizing industrial chain financial models to support small and medium-sized manufacturing enterprises and agricultural equipment updates [2][31] Transformation Outcomes and Challenges - The transformation outcomes show a divergence between financial leasing companies. Financial leasing companies that started early and made significant efforts are seeing a 25.16% year-on-year increase in direct leasing business in 2024, with green leasing assets reaching 1.07 trillion yuan. However, there is a notable disparity in business structures between leading and smaller institutions [2][31] - In contrast, commercial leasing companies face greater transformation pressures, with 36% of sampled companies experiencing a decline in business scale, 73% reporting a drop in profitability, and 55% facing asset quality challenges. Successful cases like Guoyin Financial Leasing and Everbright Financial Leasing have optimized their business structures through early investments in aviation and green energy sectors, but many companies still encounter initial "growing pains" during transformation [2][31] Risks in the Transformation Process - The transformation process must address multiple risks, including intensified competition in popular sectors, funding shortages for smaller companies, and various operational risks associated with aviation, new energy, and micro-businesses. Blindly following trends without adequate risk control may lead to deteriorating asset quality [3][12][26] Opportunities from Policy Support - The "dual carbon" strategy and national policies promoting large-scale equipment updates and consumption upgrades present significant opportunities for financing leasing companies. The government has allocated approximately 300 billion yuan in special bonds to support these initiatives, which align well with the leasing industry's asset characteristics [28][29] - The transformation of urban investment enterprises into comprehensive operators provides further business opportunities for financing leasing companies, especially in new infrastructure and livelihood-related sectors. Companies with deep ties to urban investment can leverage their resources to continue operations in these areas [30]

近日，工业和信息化部装备工业一司负责人就《关于开展汽车动力电池碳足迹申报工作的通知》答记者 问时表示，将贯彻落实党中央、国务院"双碳"战略决策部署，坚持系统观念，会同市场监管总局等部门 加强工作联动，协同推进碳足迹管理体系建设：一是抓实抓细申报工作。深入开展动力电池碳足迹申报 工作。二是完善标准法规体系。三是开展配套政策研究。结合申报核算工作情况，系统研究制定碳管理 政策，统筹做好同汽车节能管理、碳排放权交易等政策的有机衔接。四是加强部门协同配合。 ...

Core Insights - Sichuan Province has approved the "14th Five-Year Plan" with the ambitious goal of maintaining an economic growth rate above the national average, presenting both opportunities and challenges for local industries [1] - The plan emphasizes the transformation of manufacturing towards high-end, intelligent, and green development, with a focus on technological innovation and regional coordination [1] - Changhong Holding Group's industrial layout and development strategy align closely with the provincial planning, positioning it as a potential "industry star" in the next five years [1] Group 1: Manufacturing Foundation - Changhong has established a comprehensive manufacturing system covering various processes, including molds, injection molding, and precision electronic components, which is crucial for its competitive edge [4] - The company has achieved significant production milestones, such as over 40 million units of smart home appliances annually and being the global leader in refrigerator compressor shipments for 12 consecutive years [4] - Changhong's commitment to manufacturing is evident in its extensive product range and production capabilities, which are essential for the province's industrial upgrade goals [4][6] Group 2: Industrial Internet and Digital Transformation - Changhong initiated its industrial internet platform in 2017, which has become a key support for its digital transformation and has empowered nearly 3,000 small and medium-sized enterprises [7][9] - The platform utilizes a "data + AI" core to enhance operational efficiency across various industries, significantly improving supply chain collaboration and production processes [9][10] - The company has received over 30 national and provincial honors for its industrial internet initiatives, showcasing its leadership and innovation in the sector [10] Group 3: Green Manufacturing and Sustainability - Changhong has implemented AI technology to achieve substantial carbon reduction, exceeding 50,000 tons annually, and has developed a comprehensive green manufacturing system [11][12] - The company has made significant strides in energy efficiency, such as reducing energy consumption through digital controls and innovative production techniques [12] - Changhong is actively involved in recycling and resource regeneration, with the capacity to process over 14 million discarded electrical appliances annually [13] Group 4: Smart Supply Chain and Collaboration - Changhong has developed a smart supply chain platform that integrates AI to enhance procurement processes, inventory management, and logistics, resulting in improved operational efficiency [15][17] - The platform allows for real-time tracking and automated procurement, significantly reducing approval times and enhancing supply chain resilience [15][17] - The company has successfully transformed its supply chain collaboration model, fostering a digital ecosystem that promotes shared risks and benefits among partners [17][18] Group 5: Future Outlook and Innovation - Changhong has been recognized as a pioneer in the development of a trusted data space, which aims to facilitate data sharing and drive new productivity in the manufacturing sector [18][19] - The company continues to innovate and expand into future industries such as healthcare and robotics, reinforcing its commitment to high-quality development [19] - With over 60 years of experience, Changhong is poised to redefine its growth boundaries and achieve new heights in becoming a world-class enterprise [19]

Core Viewpoint - The forum emphasizes the importance of ESG (Environmental, Social, Governance) in driving industrial upgrades and urban innovation, aligning with China's dual carbon strategy and the 14th Five-Year Plan [1][38]. Group 1: Forum Overview - The 2025 ESG Development Forum and the 12th China Urban Innovation High-Quality Development Forum were held in Beijing, focusing on ESG practices and urban innovation [1]. - The event gathered leaders from various sectors including real estate, energy, technology, and finance to discuss core pathways for ESG implementation [1]. - The forum was co-hosted by multiple organizations, highlighting its significance as an influential annual event in the industry [1]. Group 2: Key Speakers and Insights - Notable speakers included former vice president of the China Real Estate Association, Miao Leru, who provided insights on the real estate market outlook for 2026 and the industry's ESG transformation [6]. - Li Xiaolin, chairman of Lindar Group, discussed the symbiotic relationship between social responsibility and high-quality development, emphasizing a cycle of "responsibility empowering development" [8][9]. - Zhang Peng, chairman of Contemporary Real Estate, shared the company's exploration in ESG system construction and highlighted the upcoming IPO of 51WORLD on the Hong Kong Stock Exchange [11]. Group 3: Industry Collaboration and Innovation - The forum featured discussions on the integration of ESG principles into various industries, with a focus on collaborative efforts for high-quality development [30]. - The establishment of the All-Domain Digital Huabiao Industry Development Center was announced, aiming to merge technological advancements with industry resources for enhanced data security and innovation [22][24]. - The event also highlighted the importance of digital transformation in addressing industry pain points and fostering sustainable development [26]. Group 4: Awards and Recognitions - The 12th China Real Estate Huabiao Awards recognized outstanding contributions in various categories, including lifetime achievement and innovation in real estate [35][37]. - Awards were given to companies and individuals who demonstrated excellence in ESG practices and high-quality development, reflecting the industry's commitment to sustainable growth [35][37]. Group 5: Future Directions - The forum concluded with a call for continued collaboration and innovation in ESG practices, positioning it as a key driver for future urban development and industrial upgrades [38]. - The emphasis on ESG as a core competitive advantage for companies and a critical factor for urban development was reiterated, setting the stage for future initiatives [38].

12月30日，巨石绿色能源（涟水）有限公司500MW风电项目胜利开工。 12月30日，巨石绿色能源（涟水）有限公司500MW风电项目胜利开工。 中国建材集团总经理助理、中国建筑材料科学研究总院党委书记、董事长郅晓，中国建材股份党委常委、中国巨石董事长刘燕，中国巨石党委委 员、副总裁曹国荣，中国建筑材料科学研究总院党委委员、副总经理文寨军，涟水县政府党组成员、开发区管委会主任禹成余等领导出席开工仪 式。 风电二期项目建设，是巨石积极践行"双碳"战略，为"十五五"规划开好局、起好步的关键项目。项目拟安装185米超高混塔、220米大叶轮、智能控 制的最新现代化智能风电机组；全部建成后将形成约76台风机规模，预计年上网电量约12.4亿度，相当于三分之一的涟水县年用电量，每年可减少 二氧化碳排放约100万吨。项目除配套淮安零碳智能制造基地电子布生产线的绿电需求外，还将进一步助力当地打造"零碳工业园区"建设。 来源：巨石在线 中国建材集团总经理助理、中国建筑材料科学研究总院党委书记、董事长郅晓，中国建材股份党委常委、中国巨石董事长刘燕，中国巨石党委委 员、副总裁曹国荣，中国建筑材料科学研究总院党委委员、副总经理文寨军，涟 ...

Core Viewpoint - Weichai has successfully obtained the carbon management system certification from the China National Certification Center, becoming the first company in the internal combustion engine industry to achieve this certification, marking a new phase in systematic green transformation and the implementation of the national "dual carbon" strategy [1][6]. Group 1: Certification and Significance - The carbon management system certification is a recognized evaluation based on the group standard "Requirements for Carbon Management System" issued by the China Certification and Accreditation Association, providing a comprehensive assessment and recognition of the company's carbon emission management, reduction measures, and sustainable development strategies [3][8]. - This certification enhances Weichai's carbon management efficiency and data credibility, serving as an important credential for expanding into international markets, improving ESG performance, and building green brand competitiveness [3][8]. Group 2: Carbon Management System Development - As an industry leader, Weichai has established a carbon management system based on a full lifecycle concept, creating a comprehensive carbon management framework that covers research and development, production, and supply chain, facilitating a shift from "passive emission reduction" to "active carbon asset management" [7]. - The carbon management system has developed replicable and promotable solutions, demonstrating a leading role in the industry [7]. - Looking ahead, Weichai plans to deepen the construction of zero-carbon factory pilot projects and steadily advance towards the carbon peak target set for 2028, aiming to lead the green transformation of the industry [7].

Core Viewpoint - The electric power equipment and new energy industry is experiencing a significant structural optimization and global expansion in 2025, driven by the acceleration of global energy transition and the deepening of China's "dual carbon" strategy [1] Group 1: Industry Performance - The electric new energy industry has transitioned from a period of adjustment to an upward trend, with a notable recovery in fundamentals and accelerated globalization [2] - As of November 2025, China's total installed power generation capacity reached 3.79 billion kilowatts, a year-on-year increase of 17.1%, with renewable energy generation leading the growth [2] - Solar power generation capacity surged to 1.16 billion kilowatts, up 41.9% year-on-year, while wind power capacity reached 600 million kilowatts, growing by 22.4% [2] Group 2: Export Growth - The overseas market has shown remarkable growth, highlighting China's core position in the global new energy industry [3] - China's power transformer exports amounted to 44 billion yuan from January to November 2025, with a year-on-year growth rate exceeding 45%, and Saudi Arabia has become the largest export market for Chinese power transformers [3] - The International Energy Agency (IEA) predicts global grid investment will exceed $400 billion in 2025, potentially reaching $650 billion by 2035, providing a favorable environment for Chinese companies [3] Group 3: Market Recognition - The capital market has recognized the electric new energy industry, with significant stock price increases for key companies such as Wolong Electric Drive, Sungrow Power Supply, and Goldwind Technology, which saw annual stock price increases of 244%, 137%, and 100%, respectively [3] Group 4: Future Outlook - Looking ahead to 2026, multiple brokerage firms anticipate that the electric new energy industry will continue its upward trend driven by "new growth" and "high-quality development" [4] - Key areas of focus for investors in 2026 include artificial intelligence data centers, solid-state batteries, humanoid robots, energy storage, lithium batteries, wind power, and photovoltaics [4] - The industry is expected to contribute significantly to the global energy revolution and China's industrial upgrade, with a strong emphasis on high-level openness and global expansion [5]