Core Viewpoint - The New Materials 50 ETF (159761) has risen over 1.5%, driven by both policy and demand, indicating a positive outlook for the sector [1] Group 1: Economic Outlook - In 2026, as the starting year of the "14th Five-Year Plan," China's economy is expected to maintain high-quality growth amid structural optimization [1] - Technological innovation will continue to lead the development of new productive forces [1] Group 2: Metal New Materials - The Federal Reserve's easing expectations and the issue of stagflation in the U.S. support the logic for precious metals, with a positive long-term outlook for gold prices, particularly silver due to its dual financial and industrial attributes [1] Group 3: Chemical Industry - The chemical industry is expected to remain at the bottom of the cycle in FY25, with a market style that combines investment in cyclical recovery and thematic trends [1] - Focus on undervalued leading companies and sectors with marginal improvements in supply and demand [1] Group 4: Construction & Non-metal New Materials - The concentration of leading companies in the construction and non-metal new materials sector is expected to further increase [1] Group 5: Environmental Industry - The environmental industry benefits from "dual carbon" leading policies, with advancements in new energy system construction and the improvement of green value mechanisms [1] - The investment logic is shifting towards a new phase of cash flow improvement, market-oriented reforms, and resonance with growth value [1] Group 6: New Materials Index - The New Materials 50 ETF tracks the New Materials Index (H30597), which focuses on the new materials industry by selecting representative listed companies involved in advanced basic materials, key strategic materials, and cutting-edge new materials [1] - The index emphasizes high-growth and innovative enterprises across various sub-sectors, including chemicals, metals, and electronics [1]

纤纳光电全球首条百兆瓦钙钛矿生产线生产的光伏板，创下钙钛矿平米级商用组件效率世界纪录。 这些高效光伏板的技术提供者，正是杭州纤纳光电科技股份有限公司（以下简称"纤纳光电"）。这 家来自余杭的科技企业，凭借在钙钛矿光伏技术领域长达10年的默默耕耘，持续推进技术迭代升级，成 长为全球钙钛矿光伏技术领域的领航者。 当前，在"双碳"目标引领全球能源革命的时代浪潮中，中国新能源产业正经历从"跟跑"到"并跑"乃 至"领跑"的关键跃升。作为这场变革中重要的技术力量之一，钙钛矿光伏以其"轻、薄、柔、低"的特性 和逼近理论极限的转换效率，被公认为继晶硅之后的第三代光伏技术，更是新材料与绿色能源深度融合 的"明日之星"。 在"十五五"规划强调"强化新材料、新能源等战略性新兴产业引领"的背景下，纤纳光电所在赛道正 成为光电科技、新材料、绿色能源三大产业生态的交汇点，而当钙钛矿光伏走出实验室变为"产业实 景"的时候，其意义早已超越单一技术突破，成为杭州构建先进制造业体系的重要支点。 企业 "0.79平方米面积上的钙钛矿薄膜厚度波动小于3微米" 2025年5月，一篇重磅科研成果发表在《科学》杂志上，纤纳光电和高校创新团队联合研发的太阳 ...

周二期现价格窄幅波动,成交持平,现货体感清淡。宏观层面,新驱动和消息并不多,近期大宗商品表现不算差,汇率升值 可能会带来人民币资产的配置优势,观察商品结构性机会的延续,而在这种环境中,黑色板块需要等待新驱动的形成和资金 的入场。产业层面,五材结构表现维持供需两弱,但铁水产量边际上出现持稳回升,钢材产量回落对炉料造成的负面压力边 际上是弱化的;五材中板材去库压力比较突出,对价格上方区间构成压力,以及压制市场参与者的主动持货意愿,1月份之 后铁水产量回升的确定性增加,产业端会有一些适当补库的行为,来释放部分增量买盘,价格低位存在一些支撑。目前产业 矛盾不突出,宏观和市场风偏略好,策略上单边可以震荡思路对待,1月之后市场资金或更充裕,有利于期现头寸入场, 卷期现止套仍可滚动操作。 【硅铁锰硅】情绪转暖,双硅向上 | HE SECHEN | 国贸期货出品 TG国贸期货 | 2026/01/07 | | | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- ...

Core Viewpoint - The "Off-site Electrocatalytic Complete Decomposition of Hydrogen Sulfide to Hydrogen and Sulfur Technology" developed by the team led by Academician Li Can has successfully transitioned from laboratory to industrial application, addressing environmental challenges posed by hydrogen sulfide emissions while providing a dual resource recovery of hydrogen and sulfur [4][5][7]. Group 1: Technology Overview - The technology offers a new pathway for the complete elimination and resource utilization of hydrogen sulfide, significantly reducing pollution and protecting the ecological environment while achieving dual resource recovery [4][7]. - The industrial demonstration project utilizes hydrogen sulfide as a raw material from a methanol plant, employing a modular design that includes three main units for sulfur production, proton reduction for hydrogen, and an electrochemical cell [5][8]. - The demonstration unit has operated continuously for over 1,000 hours, achieving complete conversion of hydrogen sulfide with sulfur purity greater than 99.95% and hydrogen purity exceeding 99.999% [5][8]. Group 2: Environmental and Economic Impact - The technology is expected to provide a key green transformation solution for industries such as natural gas, petrochemicals, and coal chemical sectors, supporting the development of low-carbon industrial practices [7][9]. - The team has applied for 26 patents related to this technology, with 12 already granted, indicating a strong intellectual property foundation [8]. - If implemented widely, the technology could recover approximately 730,000 tons of clean low-carbon hydrogen from the annual treatment of 8 billion cubic meters of hydrogen sulfide in China, contributing significantly to the country's green hydrogen production goals [10].

黑色建材日报 2026-01-07 钢材 黑色建材组 陈张滢 从业资格号：F03098415 交易咨询号：Z0020771 0755-23375161 chenzy@wkqh.cn 郎志杰 从业资格号：F3030112 交易咨询号：Z0023202 0755-23375125 langzj@wkqh.cn 万林新 从业资格号：F03133967 0755-23375162 wanlx@wkqh.cn 赵 航 从业资格号：F03133652 0755-23375155 zhao3@wkqh.cn 螺纹钢主力合约下午收盘价为 3111 元/吨, 较上一交易日涨 7 元/吨（0.225%）。当日注册仓单 56844 吨, 环比减少 0 吨。主力合约持仓量为 156.29 万手，环比增加 14597 手。现货市场方面, 螺纹钢天津汇总价 格为 3150 元/吨, 环比减少 10/吨; 上海汇总价格为 3280 元/吨, 环比减少 10 元/吨。 热轧板卷主力合约 收盘价为 3263 元/吨, 较上一交易日涨 15 元/吨（0.461%）。 当日注册仓单 104588 吨, 环比减少 0 吨。 主力合约持仓量为 127 ...

Group 1 - The article highlights the importance of youth innovation and contributions to various sectors, particularly in energy storage and social work, as part of China's development goals for the "Fifteen Five" plan [2][7][12] - Liu Yang is leading the development of a fully automated production line for carbon-based lithium-ion capacitors, which is seen as a key technology for energy storage and grid stability [2][4] - The integration of lithium-ion capacitors with grid energy storage technology is presented as a new approach to enhance grid safety and efficiency under high renewable energy penetration [4][6] Group 2 - The article discusses the establishment of a community service model that combines social work with micro-business initiatives, creating a sustainable funding source for community projects [9][11] - Xu Ming's agricultural cooperative is implementing a "dual cooperative" model to enhance agricultural productivity and farmer income, demonstrating a successful integration of modern agricultural practices [21][22] - The cooperative's achievements include managing over 25,600 acres and generating significant income for local farmers, showcasing the effectiveness of collaborative agricultural strategies [22][24] Group 3 - The article emphasizes the role of innovation in the railway sector, with a focus on improving maintenance and safety through technology and data-driven solutions [16][18] - The development of automated tools and systems in railway maintenance is highlighted as a response to the need for efficiency and safety in infrastructure management [17][18] - The future of railway infrastructure is projected to involve significant advancements in digitalization and smart technologies, aligning with national strategic goals [18]

Core Viewpoint - Quzhou, a city in Zhejiang Province, faces the dual pressure of industrial development and ecological protection, necessitating a green transformation driven by digitalization and a carbon account system to facilitate systemic change towards carbon neutrality [1][3]. Group 1: Financial Institutions' Role - In 2020, Quzhou was designated as a national green finance reform and innovation pilot zone, but faced challenges in accurately supporting carbon reduction due to a heavy reliance on high-energy-consuming industries [3][4]. - A digital revolution initiated the establishment of a carbon account system that collects energy consumption data from enterprises, allowing for precise carbon emission and reduction metrics [4]. - The first national "carbon credit" reporting mechanism was created, integrating carbon performance into the credit assessment process of 27 financial institutions, enabling better financing conditions for low-carbon enterprises [4][5]. Group 2: Industrial Enterprises' Transformation - The establishment of the carbon account system in late 2021 allowed companies like Mingwang Dairy to identify their energy efficiency and carbon reduction potential, leading to proactive transformation strategies [6][7]. - Through third-party energy management contracts, enterprises can achieve significant cost savings and improved carbon performance, with over 50 similar cases resulting in a total reduction of 1.6 billion yuan in costs [7]. Group 3: Citizens' Engagement - Quzhou's personal carbon account system incentivizes low-carbon behaviors among citizens, allowing them to earn carbon credits for actions like using shared bikes and recycling, which can be redeemed for financial benefits [8]. - The city has issued green loans based on personal carbon accounts totaling 34.9 billion yuan, benefiting over 1.6 million residents [8]. Group 4: Service Institutions' Evolution - Service providers in Quzhou are transitioning from traditional energy-saving roles to comprehensive carbon solution providers, implementing integrated services that include real-time carbon monitoring [9]. - Successful projects in public institutions have led to the replication of energy-saving models across multiple facilities, enhancing the overall carbon reduction efforts in the region [9]. Group 5: Government's Strategic Shift - The local government is evolving its approach from strict regulatory measures to facilitating a market-oriented carbon management system, aiming to transform carbon emissions into a productive factor [10][11]. - The launch of the carbon account 2.0 upgrade focuses on creating a reliable data space, enhancing governance capabilities, and promoting market accessibility for low-carbon initiatives [11].

Core Viewpoint - Tongfei Co., Ltd. plans to invest a total of 900 million yuan in two projects, focusing on liquid cooling temperature control and establishing a southern headquarters, aiming to enhance production capacity and market presence in emerging industries [1][2][5] Investment Projects - The liquid cooling temperature control project in Sanhe has a planned investment of approximately 300 million yuan, including the construction of a liquid cooling workshop and R&D building, with a completion timeline of 24 months after construction begins [1][2] - The southern headquarters project in Suzhou has a larger investment scale of 600 million yuan, aiming to build an intelligent production facility with multiple digital production lines [1][2] Strategic Considerations - The dual-base layout is strategically aligned with the company's core business and future development needs, enhancing production capacity in the north while improving service proximity to customers in the south [2][5] - The projects are expected to meet specific output efficiency requirements, with the Sanhe project needing to achieve annual output value and tax revenue standards set by the local economic development zone [4] Market Demand and Industry Trends - The industrial temperature control equipment market is experiencing growth driven by emerging industries such as new energy vehicles, data centers, and semiconductors, with liquid cooling technology becoming a mainstream solution due to its energy efficiency [2][3] - The market for industrial temperature control equipment is expected to grow rapidly, supported by policy backing and increasing demand [3][5] Competitive Advantage - Tongfei Co., Ltd. has established a stable customer base and technical advantages, positioning itself to meet the expected output and market demands effectively [4][5] - The company's investment strategy is seen as a key move to capture market opportunities in high-growth emerging industries, enhancing its competitive edge in the industrial temperature control sector [5]

科技日报记者 陆成宽 基于该技术，研究团队联合山东三维化学集团股份有限公司、榆林中科洁净能源创新研究院、灏鸣能源科技（大连）有限公司等企业，在河南新乡成功建成 了国内外首套年处理10万立方米硫化氢的中试示范装置。该装置目前已连续稳定运行超过1000小时，实现了硫化氢的完全转化，并生产出纯度高于99.95% 的硫磺和纯度超过99.999%的高纯氢气，真正做到了"吃干榨净"、变废为宝。 作为天然气开采、石油炼化及煤化工等工业流程中的常见副产物，硫化氢具有极高的毒性，不仅危害人体健康，排放后还可能转化为酸雨，严重污染环境。 如何完全消除与资源化利用硫化氢，一直是困扰相关行业的难题。 自2003年起，李灿院士团队便开始攻关这一课题。经过十余年攻关，研究团队解决了规模化分解硫化氢工程放大问题，研发出具有我国自主知识产权的离场 电催化全分解硫化氢制氢和硫磺技术。与传统电催化反应在电极表面进行不同，该技术通过特殊的电子介导，巧妙地将产生硫磺和氢气的化学反应"转移"到 电解槽之外独立的反应器中进行。 "这一设计，犹如为化学反应设置了'专用车间'，从根本上避免了硫磺固体堵塞、污染电极和隔膜的难题，也排除了催化剂表面氢气气泡黏附 ...

河南日报客户端记者 马涛 宋广军 通讯员 袁金艳 方堃 在襄城县先进制造业开发区，一家成立不到十年的科技企业正上演"加速度"传奇：从产值破3亿元到计 划今年登陆资本市场，从打破国外技术垄断到串联起区域产业集群——河南纽迈特科技有限公司（简称 纽迈特），这家专注于精细化学品、化工催化及新材料领域的"专精特新"企业，正以"化学催化剂"般的 能量，助推襄城"材料新城"强势崛起。 初心：三十年技术报国梦，打破"卡脖子"封锁 "我们做化工的，心里总憋着一股劲儿：为什么高端催化剂总是国外说了算？"2017年，深耕化工新材料 领域三十余年的任俊涛，带着"技术报国"的初心创办纽迈特公司，立志攻克国内产业痛点，打破国外技 术垄断。 企业创立之初，便与上海交通大学变革性分子前沿科学中心深度合作，借助其顶尖研发实力，持续对胶 乳、粘合剂、催化剂等产品进行技术攻关与升级。 2021年，合作再度升级，上海交通大学变革性分子前沿科学中心、许昌市人民政府、河南纽迈特科技有 限公司三方共建的联合实验室签约落地，构筑起更高能级的政产学研平台。依托这一平台，纽迈特已累 计投入研发资金超过6000万元，成功开发出40余种催化剂及多种精细化学品。 ...