中新网银川1月3日电 (记者李佩珊)记者3日从宁夏银川市获悉，在国家发改委、工信部、国家能源局联 合印发的《国家级零碳园区建设名单(第一批)》中，苏银产业园成功入围。这一成果标志着银川在推 进"双碳"目标、构建绿色低碳发展体系方面迈出关键一步。 同时，苏银产业园搭建集能碳管理、环境监测等多功能于一体的智慧园区服务平台，实现对园区能源消 耗与碳排放的精准监测、科学分析与精细化管理。园区还不断深化"放管服"改革，推行全链条无偿代办 服务，持续优化营商环境，为绿色低碳产业发展赋能增效。现如今，苏银产业园探索形成的"能源绿色 化、产业低碳化、管理智能化、服务精准化"零碳发展模式，为各地同类园区和工业企业的绿色化改造 提供了可复制、可推广的实践经验。(完) 作为宁夏与江苏两地携手打造的跨区域合作示范园区，苏银产业园自成立以来便锚定绿色低碳发展方 向，以创新驱动为核心，聚焦新能源、新材料等战略性新兴产业布局。此次成功入围国家级零碳园区建 设名单，不仅是对园区现有绿色发展成果的高度认可，更将有力推动银川市在能源结构优化、产业转型 升级等领域实现新突破。 （文章来源：中国新闻网） 在能源绿色化方面，苏银产业园近年来将低碳理念 ...

主论坛的圆桌对话环节以 "从政策高地到产业高地——资本助力海南高质量发展"为主题，由母 基金研究中心创始人、水木资本董事长唐劲草主持，联合中国文化产业投资母基金总经理于春 玲、高特佳投资集团副总经理于建林、ACIF阿中产业基金中国区董事总经理尹慕言、中保投 资有限责任公司副总裁陈子昊、阿联酋2 0 3 1愿景全球战略伙伴中心副总裁郭晓鹏、啟赋资本创 始人傅哲宽等嘉宾，围绕海南省如何吸引长期资本、耐心资本，以及海南省在从政策高地向产 业高地转型的过程中资本应扮演怎样的角色，资本如何与政策形成良性互动，共同推动海南成 为全球投资和产业创新的高地等问题展开了探讨。 01 海南吸引长期资本的条件与重点产业布局 海南自贸港封关运作，凭借国家战略加持、政策红利持续释放、区位优势独特凸显等多重利 好，正迅速成为国内外资本集聚的热土。各位嘉宾结合所在机构的行业布局与实践经验，围绕 海南吸引长期资本的核心条件、重点产业赛道选择、资本角色定位及政策协同路径等话题展开 深度探讨，为海南从政策高地向产业创新与产业高地转型提供了多元思路与实践参考。 陈子昊认为，海南吸引长期资本、耐心资本的条件已全面成熟：一方面，政策红利覆盖范围 广、 ...

新年伊始，由百台徐工600度纯电动牵引车组成的"钢铁劲旅"整齐列阵，正式交付江苏钢铁 物流客户，吹响新年钢铁运输绿色转型的冲锋号。 客户表示："'双碳'目标下，绿色转型势在必行，徐工新能源重卡是行业引领者，产品可 靠、经济高效，因此，我们决定再次批量复购。" 不局限于产品突破，徐工汽车更以全生命周期价值创造为核心，构建起从核心零部件、整车 开发，到充换电补能、后市场服务、车联网赋能的生态体系，为钢铁物流提供全链路、可持 续的运营支持。 当下，"零碳"已非选择题，而是必答题。站在新的起点，徐工汽车将以扎实的技术积淀与 深度的场景洞察，携手客户共赴低碳高质量发展之路。 钢铁物流工况严苛，重载往返、频繁启停......每一项都是对车辆性能的极限挑战。徐工纯电动牵 引车凭诸多性能优势备受客户青睐： 安全可靠： 三电系统拥有IP68顶级防护，电机电控还支持IP6k9k，无惧高压喷淋与粉尘； 高压智复位、陡坡缓降等功能，实现全天候主动守护； 经济高效： 驱动系统综合效率高达96.6%，配合智能扭矩控制、六档能量回收等核心技 术，精细管理每一度电，续航更长、成本更低； 驾乘舒适： 四点悬浮驾驶室与内饰发泡降噪技术有效滤震隔 ...

Core Viewpoint - The article highlights the completion and significance of ten major engineering projects initiated by central enterprises in China, showcasing their capabilities and contributions to national development and energy security [1][22]. Group 1: Major Engineering Projects - The Longdong-Shandong ±800 kV UHVDC project, completed on May 8, 2025, is a key energy artery for China's "West-to-East Power Transmission," with a total investment of 20.2 billion yuan and a transmission capacity of 8 million kW over a distance of 915 kilometers [3][4]. - The Hainan 500 kV main grid project, fully operational by December 15, 2025, enhances the island's energy security and supports the development of clean energy and digital economy [6]. - The Tianyi IoT platform, launched in December 2025, is the world's largest public utility smart IoT platform, supporting over 700 million users and facilitating the digital transformation of various sectors [8]. - The world's largest computing power network, launched by China Mobile in August 2025, integrates advanced technologies to support national computing power network construction and digital economy development [10]. - The world's first megawatt-level compressed CO₂ thermal energy storage pilot system was completed on September 25, 2025, showcasing advancements in energy storage technology [12]. - The first 700 MW ultra-supercritical circulating fluidized bed boiler, operational since April 17, 2025, represents a significant achievement in clean coal technology [13]. - The Boao Zero Carbon Demonstration Zone, established in March 2025, is China's first region to achieve zero carbon operation through innovative projects [15]. - The Qinling North Slope integrated protection and restoration project, completed on November 30, 2025, focuses on ecological restoration and biodiversity enhancement [18]. - The Urumqi to Yuli Expressway, opened on December 26, 2025, significantly reduces travel time and is a key project in China's transportation strategy [19]. - The first pile foundation fixed offshore photovoltaic project in Yantai, completed on May 27, 2025, is expected to generate 694 million kWh annually, contributing to carbon reduction efforts [21]. Group 2: Future Outlook - Central enterprises are expected to continue their momentum into 2026, planning and initiating more super engineering projects to drive economic development and enhance the quality of life for citizens [22].

论坛上，人民日报海外网与GYBrand全球品牌研究院联合发布2025中国出海品牌百强及新锐20强指数报 告，从出海业绩、品牌建设、品牌贡献、可持续发展等维度对中国出海企业进行综合评价分析。人民日 报海外网副总经理石景才表示，2025年中国品牌出海呈现三大范式跃迁。一是高端制造与硬科技范式， 以"新三样"(新能源车、锂电池、光伏)为代表的中国制造，正通过电动化、智能化，直面并赢得欧美高 端市场的竞争；二是产业生态范式，以海外产业园和全球供应链网络为特征的出海模式，成为中国为全 球发展治理作出贡献的新方式；三是品牌信任的全球突破，这是2025年最深刻的转变。 论坛揭晓"2025中国品牌海外传播优秀案例"，包括国家电网有限公司推出"中巴一家亲"系列文化交流活 动；中国电建打造"联动·共鸣"国际传播行动；阿里巴巴集团菜鸟物流助力东南亚实现智能零售数字化 升级；金嗓子控股集团有限公司向世界讲好中医药文化的故事等。以上案例在一定程度上反映出中国品 牌全球化进程迈向"高质量出海"新阶段——不再是单纯的"商品输出"，而是通过技术、品牌、生态的协 同，深度融入全球价值链。 "当我们谈论中国企业出海这件事时，我们究竟在谈什么？是 ...

锚定目标 接续奋斗 凝心聚力谱写发展新篇 过去的一年,以习近平同志为核心的党中央带领亿万人民 不惧风雨、破浪前行,为基本实现社会主义现代化奠定更加坚实 的基础，不断开创强国建设、民族复兴伟业新局面。金秋时节, 党的二十届四中全会胜利召开,总结"十四五"重大成就,壁 画"十五五"宏伟蓝图。在这承前启后的关键时期,国信证券 立足金融国企的职责与使命,以高质量党建引领保障公司高质量 发展,保持战略定力、聚焦发展目标,抢抓机遇、奋勇攻坚,取 得一系列发展成果。 这一年,我们脱意进取、全力街动高质量发展。公司坚持固 本强基，统筹做好经营发展、客户服务、合规风控等各项工作， 助力增强资本市场内在稳定性;主要业务提质增效,呈现良好发 展态势;不断夯实稳健发展根基,保持境内券商最高的国际信用 评级(惠誉"BBB+");持续扩大品牌影响力,获得证券业金牛 奖、君鼎奖等多个权威媒体奖项;公司治理和可持续发展得到广 泛认可,连续3年荣获中国上市公司协会"上市公司董事会最佳实 践案例",MSCIESG评级提升至"A"级，达到行业领先水平。 专题：2026新年致辞 企业家展望2026新趋势 炒股就看金麒麟分析师研报，权威，专业，及时， ...

Core Insights - The article emphasizes the importance of transforming macro strategies into concrete actions, focusing on key projects and reforms to drive economic growth in Qinghai [1][4] Group 1: Economic Development Strategies - The provincial economic work conference has outlined eight key tasks, including "dual carbon" initiatives, expanding effective demand, and improving people's livelihoods, reflecting a comprehensive approach to development and safety [1] - The focus on ecological priorities aims to establish Qinghai as a national park demonstration province and a clean energy industry hub, contributing to the national energy strategy [1] Group 2: Investment and Consumption - Expanding effective demand is crucial for stabilizing economic growth, necessitating a synergy between investment and consumption while integrating into the national market [2] - The strategy includes enhancing international eco-tourism and developing year-round tourism through initiatives like the "Ice and Snow+" economy [2] Group 3: Industrial Development - Building a modern industrial system is fundamental, with a focus on creating a "China Solar Thermal Capital" and a "China Green Valley" through various energy and material innovation tracks [2] - The development of green electricity and aluminum, as well as the establishment of a national-level green computing base, are highlighted as key areas for industrial growth [2] Group 4: Reform and Opening Up - The article stresses the need for deeper reforms and higher levels of openness to stimulate economic vitality, including market-oriented reforms and optimizing the business environment [3] - The promotion of the "Belt and Road" initiative and the establishment of logistics hubs are part of the strategy to enhance regional connectivity and trade [3] Group 5: Regional Coordination - Coordinated regional development is essential, with an emphasis on urban-rural integration and supporting core areas to lead growth while encouraging potential regions to seize opportunities [3] - The construction of urban clusters and new-type urbanization is aimed at improving public service equality [3] Group 6: Safety and Stability - The article highlights the importance of maintaining safety as a prerequisite for development, advocating for risk prevention and social stability measures [3] - Emphasis is placed on fostering national unity and creating a model province for community awareness [3] Group 7: Implementation and Progress - The article concludes with a call for focused efforts and practical actions to achieve significant progress in building a modernized Qinghai, aiming for high-quality development outcomes [4]

（来源：光明日报） 转自：光明日报 在河北省昌黎县海域，河北省海上光伏示范试点项目正在稳步推进。新华社发 云南省昆明市晋宁区沙堤村农户正在收割生态水稻。光明图片/视觉中国 安徽省芜湖市繁昌区平铺镇岱湖滩渔光互补 光伏电站与村庄、稻田、沟渠等相映成景。光明图片/视觉中国 【贯彻落实中央经济工作会议精神系列报道】 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 ...

Summary of Key Points from the Conference Call Industry Overview - The conference call focuses on the **electric power industry** and its investment strategies for 2026, particularly in the context of coal-fired power, nuclear power, and renewable energy sectors [1][2][3]. Core Insights and Arguments Coal-Fired Power - The **price mechanism reform** initiated in 2021 has broken the previous constraints on electricity prices, allowing for potential increases, which is expected to enhance the competitiveness of coal-fired power [2][3]. - The performance of coal-fired power is typically stronger in the first half of the year, influenced by annual trading negotiations and coal price trends [3]. - Future competitiveness will be bolstered by the implementation of capacity compensation and auxiliary service markets over the next couple of years [1][3]. - Key investment considerations include **cost, region, and dividend yield** [3][4]. Nuclear Power - Nuclear power assets are characterized by high quality and significant growth potential, with a projected compound annual growth rate (CAGR) of nearly 10% over the next 5-6 years [2][10]. - Short-term challenges include high market transaction ratios and price reductions in coastal regions, which have already impacted revenue per kilowatt-hour [10][11]. - Long-term growth potential remains strong, making nuclear power a focus for investment despite short-term market risks [11]. Renewable Energy - The **dual carbon goals** have led to large-scale renewable energy projects, but issues with adjustment and transmission capabilities have resulted in increased curtailment of wind and solar energy [4][5]. - Market pressures have caused a decline in electricity prices for mainstream renewable companies, affecting both new and existing projects [5]. - Despite fundamental pressures, Hong Kong-listed renewable companies benefit from policy support, which attracts investment [5][6]. - Investment strategies in renewable energy include targeting regions with less market pressure and selecting undervalued state-owned enterprises, particularly in wind energy [7][8]. Additional Important Content - The **15th Five-Year Plan** emphasizes green development, with measures such as price mechanism reforms and the inclusion of high-energy-consuming industries in mandatory consumption systems [6]. - Recent subsidies have alleviated cash flow issues related to renewable energy, but the pace of policy implementation remains uncertain, keeping green energy investments speculative [6]. - Water power investments can be approached through two strategies: short-term opportunities in small hydropower companies and capturing the dividend value of leading companies like Changjiang Power and Guotou [9]. Investment Recommendations - For coal-fired power, focus on companies with integrated cost advantages and strong dividend yields, particularly in northern regions [12]. - In nuclear power, while short-term observation is advised, long-term positioning is recommended due to substantial growth potential [11]. - Water power investments are currently more favorable due to lower valuations and less impact from market pressures [12]. - In renewable energy, consider stable coastal entities or leading companies in Hong Kong for undervalued opportunities [12].

Core Viewpoint - The National Development Bank's Inner Mongolia branch is enhancing its role as an infrastructure bank by focusing on green finance, aiming to support high-quality development guided by ecological priorities and green growth. Group 1: Green Credit Expansion - The bank is increasing green credit issuance, leveraging its advantages in large, long-term, and low-cost funding, particularly in infrastructure areas like wind and solar power, waste and sewage treatment, and industrial environmental upgrades. This year, it has issued a total of 134.32 billion yuan in green financial loans, with a balance of 558.89 billion yuan, reflecting a year-on-year increase of 52.33 billion yuan and a growth rate of 10% [1][3]. Group 2: Targeted Green Financing Services - The bank is focusing on strategic priorities by providing precise green financing services, supporting large-scale wind and solar projects, desertification control, and integrated wind-solar initiatives. This year, it has issued loans totaling 93.59 billion yuan for new energy generation, 84.64 billion yuan for ecological protection and high-quality development in the Yellow River basin, and 13.14 billion yuan using carbon reduction tools, thereby enhancing the quality of green financial services [1][3]. Group 3: Innovation in Green Financial Products - The bank is committed to innovation by exploring and enriching green financial products. In 2025, it plans to issue loans of 7.88 billion yuan for a water rights trading project in Baotou, introducing a dual pledge model of "free water indicators + market-based purchase rights," which aims to provide new financial support pathways for realizing the value of ecological products [2][4].