5日迎来小寒节气，我国多地进入全年中最冷的时期，最冷的"三九天"就在小寒节气里。这段时间也是城市集中供暖、热源需求量最多的时期。目前城市集 中供暖的热源多数为燃煤或者天然气，而在天津市东丽区，当地创新的热能阶梯利用技术让垃圾焚烧产生的余热变成了集中供暖的热源。 01 创新热能阶梯利用 垃圾余热变身温暖来源 0:00 在天津市东丽区一家垃圾焚烧发电厂，炉膛内的火焰温度稳定在927℃左右，为了将垃圾焚烧发电后的大量中低温余热转化为可供暖的热能，当地采用了创 新的热能梯级利用技术。 中石化绿源地热能开发有限公司天津分公司经理 周广新：首先这套系统利用电厂400℃左右的蒸汽驱动透平机组做功，将电厂的冷凝水的热提取出来，把 36℃的水降到28℃，其实就是提取了8℃的温差用在了供热上，这是第一级。第二级的机组叫溴化锂机组，溴化锂机组再利用150℃到200℃的蒸汽继续做 "暖流破壁" 实现生态经济效益双赢 创新技术的背后源于城市集中供暖的一个现实：随着天然气价格持续上涨，财政补贴压力越来越大。而就在同一片土地上，两座垃圾焚烧厂每天处理着1900 吨生活垃圾，产生大量余热。一边是供热成本高企，一边是能源白白浪费，能不能把它们 ...

年终岁首，寒意正浓，但方大特钢（600507）各工程项目建设现场却热潮涌动。从烧结矿储运环保改造 的开工奠基，到喷煤制粉系统的成功投运，再到发电项目锅炉的顺利点火，多项关乎企业绿色低碳发 展、提质增效的重点技改工程密集推进、捷报频传，以实干姿态吹响新年发展冲锋号。 同日17时58分，超高温亚临界发电节能降碳升级改造项目2号锅炉点火一次成功，炉内火焰稳定，各项 参数正常。该项目采用国内先进的煤气发电技术，建设两座220t/h锅炉及配套机组，其1号锅炉已于11 月15日点火成功。后续企业将推进锅炉煮炉、汽轮机调试等工作，全力保障机组早日高效稳定运行。 从环保改造到节能升级，从能力提升到效率优化，方大特钢的多项工程始终围绕绿色低碳高质量发展主 线。年终岁首的建设热潮，不仅展现了企业攻坚克难的实干精神，更彰显了其转型升级的坚定决心。随 着各项工程陆续建成投用，方大特钢将在环保治理、节能降耗、生产效能等方面实现全面提升，为新一 年高质量发展奠定坚实基础。 次日，两大关键项目相继取得突破性进展。12月25日，炼铁厂1号喷煤制粉系统升级改造项目成功投 运。改造前，原有两套系统难以满足3座高炉日益增长的煤粉需求，此次升级聚焦 ...

1月5日，国务院2026年第一场新闻发布会聚焦长江经济带发展，国家发展改革委副主任王昌林在回答"推动沿江产业绿色 低碳发展"时，专门提及武汉光谷等科创产业高地的高速发展。 产业升级塑造新优势，已累计培育国家级先进制造业集群41家、战略性新兴产业集群30家，分别占全国的51%和45%。他 以汽车产业为例，随着电动化、智能化技术加快变革，沿江地区汽车产业链供应链不断焕新升级，2025年上海、江苏、浙江、 安徽、重庆新能源汽车产量均超过百万辆，一条贯通全流域、覆盖全链条的新能源汽车产业链正在加速形成。 绿色转型实现新突破：积极推动钢铁、石化化工、建材等传统产业绿色转型，在长江经济带布局建设了24个国家碳达峰试 点城市和园区、14个零碳园区。加大新能源清洁能源船舶研发和推广，累计支持约1万艘老旧营运船舶报废更新。积极推动浙 江丽水、江西抚州等14个试点地区加快探索生态产品价值实现机制。 王昌林说：长江经济带以占全国约三分之一的能源消耗和碳排放，贡献了近一半的GDP，生态优先绿色发展主战场的引领 带动作用日益凸显。下一步，将加快推动沿江传统产业绿色转型，因地制宜培育壮大绿色低碳产业，更好实现在发展中保护、 在保护中发展 ...

Core Viewpoint - The announcement highlights the successful completion and trial production of a lithium salt production upgrade project by Zhongmin Resources, which aims to enhance production efficiency and reduce costs in the lithium salt business [1] Group 1: Project Overview - Zhongmin Resources' wholly-owned subsidiary, Zhongmin Resources (Jiangxi) Lithium Industry Co., Ltd., has completed the construction of a 30,000-ton high-purity lithium salt technical upgrade project [1] - The project represents a comprehensive technological upgrade of the existing 25,000-ton lithium salt production line, with a total investment of 120.7442 million yuan [1] - The project is located in Xinyu City, Jiangxi Province, and commenced production trial operations on January 2, 2026 [1] Group 2: Objectives and Benefits - The primary goal of the project is to further reduce production costs in the lithium salt business and accelerate the transition to intelligent manufacturing while promoting a green and low-carbon development model [1] - The project is expected to improve lithium recovery rates and lower production costs, with main products being battery-grade lithium carbonate and battery-grade lithium hydroxide, which can be flexibly adjusted based on market demand [1] - The successful launch of this project increases Zhongmin Resources' total annual production capacity of battery-grade lithium salts to 71,000 tons, enhancing the company's competitive edge in the industry [1] Group 3: Market Considerations - The announcement also notes that lithium salt product prices may fluctuate due to supply-demand relationships, industrial policies, and international trade environments, indicating that actual benefits from the project may differ from expectations [1]

Core Viewpoint - The Henan Provincial Government has issued policies to accelerate the green and low-carbon development of the manufacturing industry, focusing on six areas with 21 measures to enhance the green competitive advantage of manufacturing in Henan [1][2] Group 1: Green Low-Carbon Transition - The policies aim to promote the green and low-carbon transformation of traditional industries and expand the scale of green low-carbon industries [1] - By 2027, the scale of the new energy vehicle and energy-saving environmental protection equipment industries is expected to reach 300 billion yuan each, while the hydrogen energy, new energy storage, and new battery industries are projected to reach a scale of 100 billion yuan each [1] Group 2: Implementation of Green Transformation - A new round of green transformation will be implemented in 10 traditional industries, targeting the addition of approximately 2,000 A-level, B-level, and performance-leading enterprises by 2027 [2] - The manufacturing sector aims for clean and low-carbon energy to account for 25% of energy consumption by 2027 [2] Group 3: Technological Innovation and Standards - The policies emphasize the importance of technological innovation in green low-carbon development, with goals to complete the revision of 30 green low-carbon standards and promote 100 green low-carbon technologies by 2027 [2] - The establishment of 500 new green factories is also targeted [2] Group 4: Financial Support for Green Manufacturing - Financial tools such as green credit, green funds, and green insurance will be leveraged to support the green low-carbon development of the manufacturing sector [2]

Core Viewpoint - The Ministry of Finance, in collaboration with various governmental departments, has established the "Corporate Sustainable Disclosure Standard No. 1 - Climate (Trial)" to enhance climate-related information disclosure among enterprises, marking a significant step in China's sustainable disclosure framework [1][2]. Group 1: Overview of the Climate Standard - The Climate Standard is the first specific guideline under the unified sustainable disclosure framework, transitioning from a general framework to specific issues [1]. - It aims to create a transparent, comparable, and reliable climate information disclosure system, supporting green and low-carbon development [1][2]. Group 2: Structure of the Climate Standard - The Climate Standard consists of four main parts: Governance, Strategy, Risk and Opportunity Management, and Metrics and Targets [2]. - The Governance section outlines disclosure targets related to climate governance, including information on governance bodies and third-party verification [2]. - The Strategy section specifies disclosure requirements regarding climate-related risks and opportunities, their impact on corporate strategy, and financial implications [2]. - The Risk and Opportunity Management section details how companies should disclose their management processes for climate-related risks and opportunities [2]. Group 3: Implementation and Adaptation - The Climate Standard combines international practices with China's unique context, allowing companies to adapt disclosure methods based on their resources, thus reducing compliance costs for small and medium enterprises [3]. - It aims to address issues of "greenwashing" by providing standardized disclosure that directs capital towards low-carbon projects [3]. - The implementation will be gradual, starting with voluntary disclosures and expanding to mandatory requirements over time, focusing on different company sizes and types [3].

Core Insights - Southern Power Grid's electricity transmission from the west to the east is projected to exceed 2,616 billion kilowatt-hours in 2025, marking a historical high and an increase of 311 billion kilowatt-hours compared to 2020 [1] - During the 14th Five-Year Plan period, the cumulative electricity transmission reached 11.4 trillion kilowatt-hours, significantly contributing to the reduction of coal consumption by 330 million tons and carbon dioxide emissions by 860 million tons [1] Group 1: Supply and Demand Dynamics - The increase in electricity transmission is attributed to coordinated efforts on both supply and demand sides, with hydropower generation in Yunnan growing approximately 6% year-on-year and renewable energy generation increasing about 14% in 2025 [1] - The Guangdong-Hong Kong-Macao Greater Bay Area's digital economy and advanced manufacturing sectors are driving a rigid growth in electricity demand, with Guangdong becoming the first province in China to exceed a peak load of 160 million kilowatts [1] Group 2: Operational Efficiency and Technological Advancements - The Southern Power Grid has achieved a historical high in the availability of its direct current transmission channels during the summer peak, with equivalent outage time reduced to 5 hours, an 80% decrease year-on-year [1] - In 2025, the company conducted 26 online maintenance operations and 153 live-line work sessions, reducing power outage time by over 350 hours [1] Group 3: Market Integration and Clean Energy Utilization - Over one-third of the direct current transmission channels maintained full-load operation during the summer peak, with a single-day transmission peak exceeding 1.15 billion kilowatt-hours [2] - The establishment of a unified national electricity market has facilitated cross-regional electricity transactions, with over 6.4 billion kilowatt-hours of inter-regional electricity delivered in 2025 [2] - Clean energy generation in the Southern Power Grid's operational area reached 950.3 billion kilowatt-hours, accounting for 58% of total generation, an increase of 4 percentage points year-on-year [2] Group 4: Challenges and Future Strategies - The high penetration of renewable energy presents new challenges for electricity supply security, prompting the Southern Power Grid to leverage market mechanisms for supply support and to conduct flexible inter-provincial trading [2] - The company plans to enhance emergency dispatching and coordination of inter-provincial electricity resources, while also utilizing pumped storage, new energy storage, and virtual power plants for flexible regulation [2]

Core Viewpoint - The Southern Power Grid announced that the annual electricity transmission volume of the "West-to-East Power Transmission" project will reach 2,615 billion kilowatt-hours by 2025, marking an increase of 31 billion kilowatt-hours compared to 2020, setting a historical record [1] Group 1: Supply and Demand Dynamics - The increase in electricity transmission is attributed to coordinated efforts on both the supply and demand sides [1] - On the supply side, the western region is expected to have abundant water resources, with hydropower generation in Yunnan increasing by approximately 6% year-on-year, and renewable energy generation rising by about 14% [1] - On the demand side, the Guangdong-Hong Kong-Macao Greater Bay Area is experiencing robust growth in digital economy and advanced manufacturing, leading to a rigid increase in electricity demand, with Guangdong becoming the first province in the country to exceed an electricity load of 160 million kilowatts [1] Group 2: Future Plans and Strategies - The Southern Power Grid plans to organize inter-provincial medium- and long-term flexible trading and to normalize cross-operating area electricity trading [1] - The company will fully utilize resources such as pumped storage, new energy storage, and virtual power plants to enhance flexible regulation capabilities and ensure energy and electricity supply [1]

Core Viewpoint - The successful commissioning of the Chaburang Photovoltaic Power Station marks a significant step in China's green energy transition and optimization of energy structure, contributing to regional economic development [1][2]. Project Overview - The Chaburang Photovoltaic Power Station, located in Muli County, Sichuan Province, has an installed capacity of 1 million kilowatts, making it the largest ultra-high-altitude mountain photovoltaic project in China [1]. - It is a key project under Sichuan's "14th Five-Year" renewable energy plan and part of the Yalong River Basin integrated water-wind-solar base [1]. Economic and Environmental Impact - The project is expected to generate an average annual electricity output of approximately 1.95 billion kilowatt-hours over the next 25 years, saving about 600,000 tons of standard coal and reducing carbon dioxide emissions by approximately 1.55 million tons annually [1]. - It provides significant economic and environmental benefits, supporting the region's green low-carbon development and contributing to the "dual carbon" goals [1]. Construction Challenges and Innovations - The project faced extreme conditions such as high altitude, cold weather, and oxygen deficiency, showcasing the team's exceptional commitment and innovative solutions [2]. - The construction team implemented advanced surveying techniques and optimized construction plans to address the challenges posed by the complex terrain [2][3]. - New construction methods and devices suitable for high-altitude photovoltaic component installation were developed, leading to five utility model patents [3]. Employment and Local Economic Benefits - The project created numerous job opportunities, with over 1,000 installation workers on-site during peak construction, 90% of whom were from local areas such as Liangshan Prefecture and Ganzi Prefecture [4]. - The completion of the project is expected to increase local labor income by over 250 million yuan, significantly benefiting the local community [4].

Core Viewpoint - During the "14th Five-Year Plan" period, Guangxi Energy Co., Ltd. has transformed from a traditional hydropower company to a multi-energy complementary energy company, focusing on green and low-carbon development, thereby supporting the construction of a national comprehensive energy security guarantee area in Guangxi [1][5]. Group 1: Business Transformation and Growth - Guangxi Energy has significantly developed clean energy, expanded effective investments, and optimized asset structure, achieving remarkable growth in core operating indicators since the beginning of the "14th Five-Year Plan" [2]. - By September 2025, the total installed capacity of Guangxi Energy's power generation reached 2.3571 million kilowatts, a 169% increase from the end of the "13th Five-Year Plan"; cumulative power generation exceeded 350 billion kilowatt-hours, a 206.9% increase [5]. - The proportion of clean energy installed capacity reached approximately 70%, an increase of 89% from the end of the "13th Five-Year Plan" [5]. Group 2: Strategic Investments and Financial Health - Guangxi Energy has invested over 11 billion yuan in 24 major projects during the "14th Five-Year Plan," with a significant increase in the proportion of investments in clean energy and grid upgrades [8]. - The company's credit rating improved to AA+, and it successfully issued short-term financing bonds and medium-term notes for the first time in 23 years, broadening financing channels and reducing financing costs to historical lows [8]. - The debt ratio was optimized from 86.30% to 77%, indicating a more robust financial structure and enhanced profitability [8]. Group 3: Technological Innovation and Digital Transformation - Guangxi Energy has implemented an innovation-driven development strategy, integrating digitalization and intelligence into the entire energy service chain, leading to advancements in smart and green energy [9]. - The annual growth rate of R&D investment reached 116.5%, with approximately 100 intellectual property rights obtained during the "14th Five-Year Plan" [9]. - The company has established an integrated control system for power grid dispatching and remote control of hydropower stations, achieving significant automation and efficiency improvements [12]. Group 4: Infrastructure Development and Service Enhancement - Guangxi Energy has completed key power grid projects, enhancing the structure and reliability of the power supply, with the total length of the grid reaching 7,720 kilometers, an 18.5% increase from the end of the "13th Five-Year Plan" [15]. - The company has served nearly 400,000 users, a 19.65% increase from the end of the "13th Five-Year Plan," directly benefiting a population of 1.32 million [16]. - Guangxi Energy has developed a "digital + electricity" service system, improving online service levels and enabling users to complete transactions without physical visits [19]. Group 5: ESG and Corporate Responsibility - Guangxi Energy has focused on green energy and corporate governance, continuously disclosing social responsibility/ESG reports for 15 years, with ratings improving from BBB+ to A [23]. - The company has received multiple honors, including recognition in the "ESG Pioneer 100 Index" and "Annual Outstanding Brand" awards [23]. - Guangxi Energy aims to continue its transformation from traditional hydropower to a comprehensive energy provider, contributing to the modernization of Guangxi [23].