高弘杰 摄 会议指出，今年是很不平凡的一年，在以习近平同志为核心的党中央坚强领导下，我国经济顶压前行、向新向优发展，实现质的有效提升和量的 合理增长，年度和"十四五"规划目标任务即将顺利完成。发展改革系统坚决贯彻落实党中央和国务院决策部署，扎实推动各项工作。一是做好经 济分析和政策研究，加强经济形势研判，强化逆周期调节，推动出台稳就业稳经济政策举措，持续优化宏观政策取向一致性评估。二是做好中长 期规划和年度计划，做好"十五五"规划《纲要》起草，推进重点领域规划编制实施，加强对地方规划编制的指导，高质量编制实施年度计划。三 是做好投资管理和项目建设，统筹用好中央预算内投资等各方面资金，扎实推进"两重"建设，加力支持"两新"工作，设立投放新型政策性金融工 具，进一步促进民间投资发展。四是做好改革和创新，纵深推进全国统一大市场建设，深入开展市场准入壁垒清理整治行动和招标投标领域突出 问题系统整治，加力化解重点产业结构性矛盾，颁布实施民营经济促进法，加快推进关键核心技术攻关，深入实施"人工智能+"行动，持续提升 利用外资和境外投资质量，高质量推进共建"一带一路"。五是做好综合统筹和综合平衡，统筹推动区域战略深化实施和 ...

会议强调，要做好岁末年初重点工作，关心困难群众生产生活，全力做好供暖季保暖保供和重要民生商 品保供，抓好秋冬种生产，加强迎峰度冬煤电油气运保障，组织协调做好春运工作。会议还对地方关注 的经济社会发展重点问题进行了回应。 会议要求，发展改革系统要更加紧密地团结在以习近平同志为核心的党中央周围，深入学习贯彻习近平 新时代中国特色社会主义思想，进一步深刻领悟"两个确立"的决定性意义，不断增强"四个意识"、坚 定"四个自信"、做到"两个维护"，按照党中央和国务院部署，树立和践行正确政绩观，坚持实事求是、 因地制宜，坚持抓落实、求实效，以钉钉子精神推动发展改革各项工作迈上新的台阶，确保"十五五"实 现踏踏实实的良好开局。 国家发展改革委秘书长、副秘书长，各厅、司、局、室负责同志，驻委纪检监察组负责同志，国家粮食 和物资储备局、国家能源局、国家数据局负责同志及相关司局主要负责同志，各委属单位主要负责同 志，宏观院相关研究所主要负责同志，国家发展改革委驻外经济参赞，各省、自治区、直辖市，计划单 列市，新疆生产建设兵团发展改革委主要负责同志参加会议。有关部门负责同志，有关企业及金融机构 负责同志列席会议。 （原标题：国家发改 ...

图/国家发展改革委 高弘杰 摄 12月12至13日，全国发展和改革工作会议在北京召开。会议坚持以习近平新时代中国特色社会 主义思想为指导，全面贯彻党的二十大和二十届历次全会精神，认真落实中央经济工作会议决 策部署，按照党中央和国务院部署要求，总结2025年发展改革工作，研究部署2026年发展改 革重点任务。国家发展改革委党组书记、主任郑栅洁作工作报告，委党组成员出席会议。 会议指出，今年是很不平凡的一年，在以习近平同志为核心的党中央坚强领导下，我国经济顶 压前行、向新向优发展，实现质的有效提升和量的合理增长，年度和"十四五"规划目标任务即 将顺利完成。发展改革系统坚决贯彻落实党中央和国务院决策部署，扎实推动各项工作。 一是 做好经济分析和政策研究，加强经济形势研判，强化逆周期调节，推动出台稳就业稳经 济政策举措，持续优化宏观政策取向一致性评估。 二是 做好中长期规划和年度计划，做好"十五五"规划《纲要》起草，推进重点领域规划编制 实施，加强对地方规划编制的指导，高质量编制实施年度计划。 三是 做好投资管理和项目建设，统筹用好中央预算内投资等各方面资金，扎实推进"两重"建 设，加力支持"两新"工作，设立投放新型 ...

专题：中央经济工作会议在北京举行 业内解读 深入贯彻党的二十届四中全会和中央经济工作会议精神推动"十五五"发展改革工作开好局起好步——全 国发展和改革工作会议在京召开 来源：国家发展改革委 12月12至13日，全国发展和改革工作会议在北京召开。会议坚持以习近平新时代中国特色社会主义思想 为指导，全面贯彻党的二十大和二十届历次全会精神，认真落实中央经济工作会议决策部署，按照党中 央和国务院部署要求，总结2025年发展改革工作，研究部署2026年发展改革重点任务。国家发展改革委 党组书记、主任郑栅洁作工作报告，委党组成员出席会议。 会议指出，今年是很不平凡的一年，在以习近平同志为核心的党中央坚强领导下，我国经济顶压前行、 向新向优发展，实现质的有效提升和量的合理增长，年度和"十四五"规划目标任务即将顺利完成。发展 改革系统坚决贯彻落实党中央和国务院决策部署，扎实推动各项工作。一是做好经济分析和政策研究， 加强经济形势研判，强化逆周期调节，推动出台稳就业稳经济政策举措，持续优化宏观政策取向一致性 评估。二是做好中长期规划和年度计划，做好"十五五"规划《纲要》起草，推进重点领域规划编制实 施，加强对地方规划编制的指导 ...

本报讯(记者唐颖)12月11日，"新能源、新基建、新装备、新材料"联盟2025年度大会在常州举行。省委 常委、常务副省长马欣出席并致辞。 马欣指出，江苏深入学习贯彻习近平总书记在党的二十届四中全会上的重要讲话和全会精神，以碳达峰 碳中和为牵引，坚定不移转方式、调结构、增动能，协同推进降碳、减污、扩绿、增长，努力在能源等 各领域全面绿色转型中抢得先机、走在前列，为推进中国式现代化江苏新实践增添更多绿色动能、注入 更强绿色活力。 马欣表示，中国能建（601868）牵头发起的"四新"联盟，有效聚合新能源及基础设施领域的骨干企业、 金融机构和科研院所，为推动经济社会全面绿色转型积累了丰富经验。希望与会各方借助这一平台，广 泛凝聚智慧力量，积极分享创新成果，携手破解发展难题，在互动交流中实现互利共赢，在密切协作中 实现更大发展。期待"四新"联盟更好发挥示范引领、桥梁纽带等作用，在制度管理创新、科技成果转 化、产业策划运营等方面积极探索，推动实现资源共享、设施共建、产业共兴、发展共促。欢迎包括中 国能建在内的广大优秀企业来苏投资兴业，我们将全力搭建合作平台、不断优化营商环境、持续做好服 务保障，更好助力企业在江苏这片投资 ...

Core Viewpoint - Guangdong Province has released the "Guangdong Zero Carbon Park Construction Plan" to promote green transformation and achieve carbon peak and carbon neutrality goals by establishing zero carbon parks [1] Group 1: Policy Objectives - The plan aims to accelerate the green and low-carbon transformation of industries in Guangdong, focusing on near-zero and net-zero carbon goals [1] - It emphasizes source reduction, process reduction, and end carbon fixation, adhering to principles of hierarchical management, classified construction, phased promotion, and step-by-step implementation [1] Group 2: Implementation Goals - By 2027, Guangdong plans to establish around 25 zero carbon parks, gradually developing relevant policies and achieving initial results in innovation related to zero carbon pathways, mechanisms, and models [1] - By 2030, a number of zero carbon parks are expected to be completed, with improvements in technology, business models, policy standards, and service systems, contributing positively to the carbon peak goal and supporting comprehensive green transformation of economic and social development [1]

Core Insights - The report emphasizes the investment themes for 2026 in the environmental sector, focusing on overseas expansion, carbon reduction, and pollution control as key strategies under the "14th Five-Year Plan" [3][6] - The environmental industry is experiencing a transition as domestic infrastructure peaks, with a projected 4.9% year-on-year growth in sector performance for the first three quarters of 2025 [6][28] Policy Guidance - The "14th Five-Year Plan" has not yet met carbon reduction targets, indicating a need for continued efforts in this area, while other environmental goals have been largely achieved [22][24] - The "15th Five-Year Plan" aims to synergize carbon peak and neutrality goals with pollution reduction and green growth initiatives [6][24] Overseas Expansion - The report identifies significant market opportunities in Southeast Asia and Central Asia for waste incineration, with a potential market size in the hundreds of billions [7] - Indonesia's upcoming waste incineration projects are highlighted, with expectations for rapid development starting in Q1 2026, supported by sovereign fund investments [7] - Key companies positioned for overseas expansion include Weiming Environmental, China Everbright, and others [7] Carbon Reduction - The carbon market is evolving, with ongoing improvements in the carbon emission control system and an expected rise in carbon prices [8] - Non-electric green energy sectors, such as renewable energy heating and biofuels, are anticipated to benefit from policy support and growing domestic demand [8] - Companies like Zhuoyue New Energy are noted for their potential in the biofuel sector, particularly in the context of EU anti-dumping influences subsiding [8] Pollution Control - The water and air sectors are expected to see continued investment in pollution control, with companies like Xingrong Environment and Aofu Technology highlighted for their growth potential [9] - The report notes that the implementation of the National VI emissions standards will create opportunities in the automotive emissions control market [9] Diverse Investment Opportunities - The report outlines various investment opportunities arising from new production capabilities, cyclical trends, and debt management strategies within the environmental sector [10] - Companies involved in smart technologies and battery materials are identified as potential beneficiaries of these trends [10]

孚日股份（002083.SZ）12月12日在投资者互动平台表示，公司有自备电厂，并按照环保规定已进行改 造。 （记者 张明双） 每经AI快讯，有投资者在投资者互动平台提问：贵公司未来如何实现碳达峰碳中和的目标呢？会大规 模使用绿色电力吗？ ...

绿色发展是中国式现代化的鲜明底色。 习近平总书记指出："越是发展任务重，越要重视生态环境保护，推动经济社会发展全面绿色转型。" 党的二十届四中全会提出，加快经济社会发展全面绿色转型，建设美丽中国。中央经济工作会议将"坚 持'双碳'引领，推动全面绿色转型"列入明年经济工作重点任务。 北京通州大运河畔，城市绿心森林公园水清岸美，曾经的化工厂成为生态绿地；天津子牙经济技术开发 区，废旧动力电池拆解线"点石成金"，再生资源在园区内实现循环利用…… 面向"十五五"，各地区各部门各行业把绿色发展理念贯穿于经济社会发展全过程各方面，统筹污染治 理、生态保护、应对气候变化，推动产业结构、生产方式、生活方式变革，协同推进高质量发展和高水 平保护。 积极稳妥推进和实现碳达峰 "十五五"规划建议提出，以碳达峰碳中和为牵引，协同推进降碳、减污、扩绿、增长，筑牢生态安全屏 障，增强绿色发展动能。 生态环境部党组书记孙金龙表示，实现碳达峰碳中和，是贯彻新发展理念、构建新发展格局、推动高质 量发展的内在要求，是党中央统筹国内国际两个大局作出的重大战略决策，"要坚持全国统筹、节约优 先、双轮驱动、内外畅通、防范风险的原则，有计划分步骤实施碳 ...

Core Viewpoint - Beijing Yihuatong Technology Co., Ltd. has established a wholly-owned subsidiary, Beijing Yihuatong Energy Storage Technology Co., Ltd., with an investment of 30 million RMB, marking its entry into the trillion-level energy storage market, which signifies a key step in the integration of hydrogen energy and energy storage [1][5] Group 1: Company Developments - The new subsidiary was founded on December 11, 2025, with a registered capital of 30 million RMB, focusing on energy storage technology services, hydrogen storage facilities sales, and new energy technology research and development [1] - Yihuatong's strategic extension into energy storage is based on years of technological accumulation and industry chain sedimentation, establishing a vertically integrated system covering fuel cells, stacks, and hydrogen production equipment [2] - The company has already accumulated practical experience through major projects, including integrated projects in Hebei, Guangxi, and Xinjiang, which lay a solid foundation for the new company's operations [3] Group 2: Industry Context - The establishment of the energy storage subsidiary aligns with national policies that officially incorporate hydrogen energy into the energy system, providing legal support for hydrogen storage applications [4] - The hydrogen storage market in China is projected to exceed 500 billion RMB by 2030 and potentially reach a trillion-level market by 2035, indicating significant growth opportunities in this sector [4] - The integration of hydrogen energy and energy storage technologies is expected to contribute to the national goals of carbon peak and carbon neutrality, positioning Yihuatong advantageously in this emerging market [5]