Group 1: Industry Overview - The Chinese futures market has played a significant role in supporting the high-quality development of the real economy during the "14th Five-Year Plan" period [1] - The implementation of the Futures and Derivatives Law has provided a strong legal guarantee for creating a safe, standardized, transparent, and open capital market [1] - The State Council has established a comprehensive regulatory framework to enhance risk prevention and promote high-quality development in the futures market [1] Group 2: Market Developments - Futures companies are accelerating their transformation into specialized, technology-driven comprehensive derivatives service providers, expanding into OTC derivatives and risk management services [1] - The "insurance + futures" model has been continuously expanded, covering various commodities such as live pigs, soybeans, and apples, becoming a crucial tool for rural revitalization [1] - The Shanghai Futures Exchange has successfully launched new futures and options products, enhancing its service capabilities for modern industrial systems [5] Group 3: Future Directions - The "15th Five-Year Plan" marks a new starting point for the futures industry, with a focus on risk prevention, strong regulation, and promoting high-quality development [2][3] - The industry aims to enhance its digital transformation and improve real-time monitoring capabilities to better serve the market [3] - The Guangzhou Futures Exchange is committed to becoming a green futures exchange, focusing on green low-carbon transformation and high-quality development [14]

（来源：内蒙古日报） "十四五"以来，面对前所未有的风险挑战， 内蒙古在坚持稳中求进中顶压前行、不懈努力，全区经济运行稳中向好。 一、综合经济实力实现新跃升 "十四五"时期，内蒙古综合经济实力接连迈上新台阶。 看总量： 转自：内蒙古日报 □本报记者 李永桃 自2021年经济总量首次突破2万亿元大关后，内蒙古经济总量持续攀升， 2024年更是突破2.6万亿元，时隔5年重新回到全国中游。 看速度： "十四五"前4年，全区GDP年均增速6.1%，比同期全国平均水平高0.6个百分点， 在复杂环境下保持了稳健增长。 看人均： 2024年全区人均GDP突破11万元大关，是同期全国平均水平的1.15倍。 看投资： 2022-2024年，全区固定资产投资连续3年保持两位数的高速增长， 增速排名从2020年的全国倒数第3位跃升至正数第2位。 2025年1-11月，内蒙古固定资产投资(不含农户)同比增长3.5%。 看指标： 2022年，科技创新能力综合水平首次进入全国中等创新地区行列，科技投入、科技产出、产业创新这些 关键指标增速都冲进全国前10。 看成果： 成功研制全球最大容量构网型储能样机、全国首台"零碳排放"重型矿用卡车、 ...

走进工业生产一线，各类"硬核"技术接续"上新"，曾经高能耗、高排放的工厂能耗大幅降低，实现了烟 气净化；深入渤海的蔚蓝海面，海风吹拂中，辽宁1310万千瓦海上风电项目屹立海上、全速建设；踏上 毛乌素沙地腹地，在内蒙古鄂尔多斯嘎鲁图镇，一代代林草人将荒漠变成了绿洲……降碳、减排、治 污、增绿，让经济的每一次呼吸，都带着绿意。 日前召开的中央经济工作会议指出，坚持"双碳"引领，推动全面绿色转型。如何进一步落实"双碳"目 标？如何加快新型能源体系建设，深入打好蓝天、碧水、净土保卫战？记者对此进行了采访调研。 节能降碳改造，助力产业绿色转型 厂房林立的厂区，生产繁忙、烟囱高耸，却不见"烟火气"。在山西临汾，蓝天白云下，山西立恒焦化有 限公司正在有序生产。优美的厂区环境，是绿色改造升级带来的美丽蝶变。 焦化、火电、钢铁等是传统的高能耗、高排放行业。如何加强能源高效清洁利用，推进生产节能降碳？ 这些问题也曾困扰着立恒焦化。 面对这场"攻坚战"，立恒焦化推动了多项生产工序的整改。该企业总经理张天福介绍，公司配套了捣固 焦炉、顶装焦炉及全干熄焦装置，为提高能效筑牢硬件根基。比如，通过建设干熄焦装置，并率先在山 西省进行备用湿 ...

Investment Rating - The report suggests a positive outlook for the renewable energy electrolysis hydrogen production sector, indicating it as a significant opportunity for investment [4]. Core Insights - The renewable energy electrolysis hydrogen methodology is the first CCER methodology in the hydrogen sector, converting emission reductions from clean hydrogen projects into tradable carbon assets, which is crucial for promoting hydrogen utilization and achieving carbon neutrality goals [4][11]. - The profitability of CCER restoration projects is highlighted, with a specific project in Inner Mongolia showing a total investment of approximately 1 billion yuan and an annual hydrogen production of over 7,000 tons. The project's payback period is expected to shorten from 9.21 years to 8.62 years when considering CCER income [4][11]. Summary by Sections CCER Methodology - The CCER methodology provides a unified standard for calculating emission reductions from new renewable energy electrolysis hydrogen projects, facilitating their commercialization [11]. - Eligible projects must be newly built, utilize self-owned renewable energy sources, and comply with various regulatory requirements [11]. Market Potential - As of the end of 2024, over 600 renewable energy electrolysis hydrogen projects are planned in China, with more than 90 completed, resulting in an annual capacity of approximately 125,000 tons, primarily located in North and Northwest China [11]. - The project in Inner Mongolia, with a net cash flow of 109 million yuan per year without CCER income, shows a significant improvement in investment returns when CCER income is factored in [11]. Investment Recommendations - The report recommends focusing on green hydrogen operations and electrolysis equipment, as the profitability of green hydrogen projects is expected to improve, driving demand for electrolysis equipment [4][11].

当前，厦门正积极践行国家"双碳"战略，着力构建清洁低碳的能源体系与产业格局，加速打造绿色发展 示范城市。根据协议，双方将聚焦三大重点：建设全球零碳技术研发中心、壮大零碳技术服务产业、以 零碳科技城为核心载体，集聚零碳产业上下游资源，构建协同共生的产业生态。依托厦门时代、新能 安、时代电服、实证储能等在厦现有产业根基，宁德时代将全面拓展零碳生态业务布局。 未来，零碳科技城将成为厦门"十五五"时期城市转型升级与产业高质量发展的重要支撑，同时助力宁德 时代培育第二增长曲线。双方将合力把零碳科技城打造为技术领先、产业集聚、生态和谐的标杆项目， 为厦门建设新发展格局重要节点城市、全国绿色发展样板城市及新能源产业创新之城注入强劲动力。 2025年12月31日，宁德时代与厦门市人民政府在厦签署战略合作协议，宣布共建零碳科技城，携手探索 零碳城市与零碳产业协同发展新路径。厦门市委常委、副市长庄荣良与厦门时代总经理陈伟峰代表双方 签约，福建省委常委、厦门市委书记崔永辉，厦门市委副书记、市长伍斌，宁德时代董事长兼CEO曾毓 群，宁德时代董事、区域管理总裁吴映明共同出席并见证签约。 ...

成都超算中心已与国家电网等43家新能源单位开展测试及商务合作，助力碳中和。 （四川天府新区党工委党群工 作部供图） 天府新区兴隆湖通过水生态提升工程构建起立体固碳网络。 周勇良 摄 日前，中共中央、国务院印发《关于完整准确全面贯彻新发展理念做好碳达峰碳中和工作的意见》，对碳达 峰碳中和工作作出系统谋划和总体部署。国务院印发《2030年前碳达峰行动方案》，进一步明确了推进碳达峰工 作的总体要求、主要目标、重点任务和保障措施。两份文件的发布，标志着我国"双碳"工作正式由目标愿景转向 具体行动。 2018年2月，"公园城市"理念首次在四川天府新区提出。在推进城市建设过程中，天府新区牢记"要把生态价 值考虑进去"的指导思想，坚持"生态优先、绿色发展"的战略方向和发展路径。 "公园城市是城市发展的新理念新模式，碳达峰碳中和是人类社会永续发展的共同课题，二者内涵关联、路径 协同、价值耦合、目标一致。"四川天府新区党工委相关负责人表示，作为公园城市首提地，天府新区始终坚 守"以人民为中心"的价值取向，始终坚守彰显生态价值的发展导向，努力探索出一条"双碳"目标引领下的高质量 发展之路。 兴隆湖全新亮相 打造立体固碳网络的典范 ...

Core Insights - ST Jinglan has undergone a strategic transformation in the rare metals sector under the new controlling shareholder Ma Liyang, moving towards a "technology + resources" dual-driven development model [1] - The company's fundamentals have significantly improved compared to its pre-bankruptcy restructuring phase, with historical debt burdens systematically resolved and a strategic shift towards the recycling of rare metals from hazardous waste [1][4] - The focus on rare metals, particularly indium, aligns with global trends in sustainability and carbon neutrality, positioning the company favorably in the market [4] Company Developments - In December, ST Jinglan announced two significant acquisitions: a 51% stake in South Africa's NWV for high-quality vanadium-titanium magnetite exploration rights and plans to acquire Xinlian Environmental Technology to integrate its mature hazardous waste recycling business [2][3] - The acquisition of the vanadium-titanium magnetite rights is strategically important as vanadium is a key material for all-vanadium flow batteries, which are gaining value amid the energy storage industry's growth [2] - The integration of Xinlian Technology's core technology with the South African vanadium resources will enhance the company's capabilities in processing industrial waste, creating a comprehensive value chain from waste to resource recovery [3] Industry Context - The global demand for indium is increasing, particularly in the production of ITO conductive films for flat panel displays and emerging solar technologies, with China supplying over 76% of the world's indium [2] - The shift towards value investment in the capital market favors companies with real environmental benefits and social value, which enhances the long-term investment potential of firms focused on the circular economy [3] - ST Jinglan's ongoing strategic transformation is well-aligned with tightening global resource constraints and the consensus on carbon neutrality, enhancing its competitive edge in the rare metals recycling sector [4]

Core Viewpoint - The establishment of Guangxi's first carbon peak and carbon neutrality science popularization museum in Zhaoping County aims to promote knowledge of carbon neutrality and green development, serving as a bridge between government, enterprises, society, and the public [1] Group 1 - The museum is designed to popularize dual carbon knowledge, spread green concepts, and empower high-quality development through six major chapters and immersive digital experiences [1] - It serves as an educational platform that combines knowledge, fun, and practicality, addressing the gap in understanding of carbon neutrality among local villagers [1] - The museum will engage different audience groups through ongoing activities related to dual carbon promotion, research, and practice, fostering a green and low-carbon social trend [1]

（来源：内蒙古日报） 本报1月3日讯 （记者 李永桃）近日，自治区发展和改革工作会议在呼和浩特召开，部署2026年全区发 展改革系统9项重点工作。 按照全国发展和改革工作会议、自治区党委十一届十一次全会暨全区经济工作会议部署要求及自治区党 委"1571"工作部署，自治区发展改革委立足政策和研究、规划和计划、投资和项目、改革和创新、综合 统筹和综合平衡五大职能，确定2026年要在9大领域做实做细做好相关工作，确保"十五五"开好局起好 步。 这9项工作具体是：编制好实施好"十五五"规划，更好引领地区经济社会高质量发展；多措并举推进投 资持续稳定增长，谋深谋实重大项目；深入实施提振消费专项行动，推动供给提质升级；加快构建现代 化产业体系，大力推动传统产业优化升级，继续培育壮大新兴产业和未来产业；进一步全面深化改革， 深度对接全国统一大市场，持续开展招标投标系统整治，落实好各项改革任务；深入扩大高水平对外开 放，立足打造我国向北开放桥头堡，统筹做好"引进来"和"走出去"工作；优化营商环境促进民营经济发 展壮大，以更大力度、更高标准打造市场化、法治化、国际化一流营商环境；以"双碳"为引领加快推进 全面绿色转型，筑牢我国 ...

与此同时，技术体系还实现矿区资源循环利用。矿井涌水用于微藻养殖，微藻生长过程中同步吸收水中 氮、磷污染物并固定重金属，净化水质；修复后形成的植被系统持续发挥碳汇功能，构建起"水—土— 植被"一体化修复与碳循环模式。 该技术的成功应用，不仅提升了矿区土地利用价值与环境质量，更为我国生态文明建设和"双碳"目标落 地提供了切实可行的技术方案，推动矿山生态修复向资源化、系统化、低碳化方向迈进。 （来源：内蒙古日报） 转自：内蒙古日报 本报呼伦贝尔1月3日电 （记者 李新军 通讯员 万伟 吴慧光）日前，国家能源集团雁宝能源携手新能源 院研发的"生物固碳协同土壤架构重塑技术研发示范"项目顺利通过验收。这是国内首套矿山微藻生物固 碳系统，在矿山生态治理领域实现关键突破，为同类项目提供可复制、可推广的系统化解决方案。 该技术以微藻高效固碳与生态修复功能为核心，固碳能力可达森林的10-50倍。研发团队创新构建"微藻 固碳—矿坑水净化—土壤再生"三位一体技术体系，利用煤矿矿坑原水和农牧固废产生的二氧化碳作为 培养基质，实现碳减排与生态修复的协同推进。在宝日希勒矿区沙化排土场的2100平方米实验中，该技 术无需覆土即可完成生态恢复 ...