来源：36氪 技术，或许就是产业向双碳叙事转型的起点。 在"双碳"目标提出的第五个年头，关于产业生态的讨论，愈发需要一线的声音。 12月23日，由36氪与东方证券及旗下子公司东证创新、东证资本联合发起的第四届"双碳星物种·碳索计划"第三站在上海启动。这也是本届碳索计划的收 官站。 从郑州航空港区的"未来交通"，到北京大兴的"未来能源"，再到上海聚焦"未来技术"，碳索计划沿着双碳目标的现实推进路径，持续向产业纵深行进。 也正因此，本次活动选择走进上海人工智能产业的重要载体"模速空间"，实地探访人工智能从技术创新走向系统落地的现实样本。 作为发起者，东方证券与36氪组织投资机构与产业链上下游企业深入产业现场，围绕AI驱动下的产业创新路径、低碳智能制造的现实可能性展开系统性 探讨。 活动当天，36氪副总裁谢作强、36氪基金副总裁郑王宇、东方证券副总裁陈刚、模速空间副总经理张韵等嘉宾出席现场。同时，现场还进行了人工智能相 关项目路演。 "如果说前两站我们侧重于'看见'产业实践和'链接'多方资源，那么今天我们更希望与各位一起'沉淀'实践洞察、'升维'发展认知。"东方证券副总裁陈刚表 示。东方证券作为资本市场的参与者和推 ...

Core Viewpoint - The article emphasizes the importance of integrating AI technology into low-carbon transformation efforts, highlighting the need for real-world applications and collaboration across industries to achieve carbon neutrality goals [1][9][19]. Group 1: Event Overview - The fourth "Carbon Species Star · Carbon Index Plan" was launched in Shanghai, marking the conclusion of this year's initiative, which aims to explore the intersection of AI and low-carbon development [1][4]. - The event featured discussions on AI-driven industrial innovation and the potential for low-carbon smart manufacturing, with participation from various industry leaders and investment institutions [3][5]. Group 2: AI and Low-Carbon Transition - AI is being re-evaluated as a critical tool for enabling low-carbon transitions within complex industrial systems, with a focus on its ability to optimize processes and reduce emissions [10][14]. - The article notes that the successful implementation of carbon neutrality goals requires a symbiotic relationship between the innovation chain, capital chain, and industrial chain [10][19]. Group 3: Shanghai Model Space - Shanghai's "Mosu Space" serves as a significant hub for AI innovation, providing a platform for over 200 companies and facilitating collaboration across various sectors [13]. - The space aims to accelerate the development of AI applications in industries such as finance, healthcare, and manufacturing, contributing to a robust ecosystem for technology innovation [13][14]. Group 4: Industry Insights - The article highlights that AI technologies are transitioning from a phase of capability demonstration to one of responsibility, where they will directly impact energy consumption and production efficiency [17]. - Various companies presented their AI solutions during the event, showcasing their readiness to integrate into existing industrial systems and contribute to green transformation efforts [15][16].

Core Insights - The "Tsinghua Design Building" has been awarded the "2025 Demonstration Project" certificate by the National Building Green Low-Carbon Technology Innovation Center, recognizing its innovations in the green low-carbon field [1] - The building integrates advanced technologies such as BIM, big data, IoT, and AI, showcasing various low-carbon measures that enhance both building performance and user experience [1][2] Group 1 - The Tsinghua Design Building is part of a comprehensive engineering consulting practice that includes investment, design, construction, management, and operation [1] - The building has received multiple certifications, including "Green Building Three-Star," "Healthy Building Three-Star," "LEED Gold," and "Energy Efficiency Assessment Three-Star" [1] - The project has been included in the national "14th Five-Year" high-quality green building demonstration database and recognized as a popular science education base by the China Architecture Society [1] Group 2 - The Tsinghua Design team has conducted in-depth research on "Key Technologies and Applications for High-Quality Green Buildings," achieving results that meet international advanced standards [2] - The company is focused on upgrading green buildings in line with national strategic development directions and aims to provide digital and intelligent solutions for green buildings [2] - The "Suzhou International Expo Center Energy Saving Renovation Project" is set to achieve high standards by 2025, transitioning from a functional venue to a smart low-carbon benchmark [2] Group 3 - The recognition as a demonstration project signifies the advanced technology and practical effectiveness of the Tsinghua Design Building, marking a shift from independent exploration to a nationally recognized benchmark case [3] - The company aims to actively participate in national green low-carbon economic construction, focusing on urban renewal, new urbanization, green buildings, and zero-carbon parks [3] - The company plans to provide integrated digital solutions for green building design and construction, along with comprehensive solutions for "carbon neutrality" [3]

南都讯记者获悉，2025年，深圳机场旅客吞吐量达6600万人次、同比增长8%，货邮吞吐量达205万吨、同比增长9%，达到历史最高水平；深圳机场国际及 地区客货运航线达104条，国际及地区旅客量全年突破630万人次，创历史新高。深圳港集装箱吞吐量历史性突破3500万标箱、同比增长超5%，刷新开港以 来最高纪录；LNG加注实现全域覆盖，加注量超51万立方米、同比增长79%，港口岸电设施泊位覆盖率超90%，全年岸电用电量突破4400万度，创历史新 高。 机场货邮吞吐量打破历史最高纪录 航线网络的持续拓展与进出境客流的快速增长，是深圳加快推进区位门户复合型国际航空枢纽取得的突出成果。2025年深圳机场迈入"三跑道时代"，保障能 力、运行效率、发展空间迎来多重跃升，飞行区等级指标为最高等级4F，深圳市政府与中航集团签署战略合作协议，为高品质创新型国际航空枢纽与大湾 区世界级机场群建设提供强力支撑。 深圳机场与英国爱丁堡机场、卡塔尔多哈机场建立友好机场，国际友好机场数量达7个，在越南河内设立首个国外货运前置仓，全国首个24小时通关的国际 货站在深圳机场口岸运行，彰显深圳城市的全球影响力及对外开放活力，为深圳打造高辨识度城 ...

Core Viewpoint - The article emphasizes that Haichen Energy, through its innovative technology and systematic cost reduction capabilities, has established a high-profit, high-growth business model that can withstand market cycles [2][21]. Group 1: Market Trends and Company Positioning - Under the "dual carbon" goals, China's renewable energy generation capacity has increased from approximately 40% at the beginning of the 14th Five-Year Plan to 60% [2]. - The demand for artificial intelligence data centers (AIDC) is expected to quadruple by 2030, necessitating breakthrough energy solutions, particularly long-duration energy storage (LDES) [2][20]. - Haichen Energy has successfully transitioned long-duration energy storage technology from laboratory innovation to large-scale commercial application, positioning itself as a leader in the energy transformation [3][4]. Group 2: Product Development and Innovation - Haichen Energy has developed a series of products, including the 1175Ah battery and the 6.25MWh 4-hour long-duration energy storage system, designed specifically for high-demand scenarios like data centers [7][8]. - The company has introduced the world's first native 8-hour long-duration energy storage solution, demonstrating a deep customization of both the battery and system [8][9]. - The strategic focus on system-level integration and product evolution reflects Haichen Energy's understanding of industry trends and user needs [6][10]. Group 3: Cost Reduction and Profitability - Haichen Energy's unique "super thick electrode technology" has reduced the cost of 8-hour batteries by over 50% compared to 2-hour batteries, providing a significant cost advantage [10][12]. - The company achieved a net profit of 288 million yuan in 2024, demonstrating its ability to innovate and reduce costs without compromising quality [13][17]. - The integration of cost-effective solutions and system optimization has positioned Haichen Energy to maintain profitability even in a competitive pricing environment [17][19]. Group 4: Global Expansion and Market Strategy - Haichen Energy's products and solutions have reached over 20 countries, with overseas revenue reaching 3.7 billion yuan in 2024, accounting for 28.6% of total revenue [19][20]. - The establishment of a local production line in Texas represents a strategic move to mitigate trade barriers and enhance local service capabilities [19][20]. - The company's deep localization strategy allows it to quickly respond to regional demands and provide customized solutions, enhancing its international brand trust [19][20]. Group 5: Long-term Value and Investment Potential - Long-duration energy storage is viewed as a high-growth, stable cash flow asset, with Haichen Energy positioned to create sustainable, predictable profits that exceed industry averages [21][22]. - The transition from equipment manufacturing to high-value system services creates a unique business model with high barriers to entry, promising long-term value for investors [22].

Core Viewpoint - The launch of Foton Motor's "Qimingxing" product line marks a significant milestone in the company's commitment to green technology and the upgrade of logistics through the mass production of its full matrix of electric light trucks [1][17]. Group 1: Product Launch and Strategic Importance - The "Qimingxing" product line officially commenced mass production, showcasing Foton's determination to empower logistics upgrades with green technology [1]. - The event highlighted the strategic cooperation agreements for three major brands: Oumake Z, Aoling Jidian, and Kaven Letu, emphasizing Foton's commitment to regional industrial collaboration [1][2]. - The launch signifies a critical breakthrough in Foton's full matrix layout in the electric light truck sector, reinforcing its position as a leading brand in commercial vehicles in China [4]. Group 2: Market Performance and Sales - Foton's electric vehicle sales reached 92,000 units from January to November 2025, representing a year-on-year increase of 89.1%, with a leading market share in the industry [2]. - The signing of bulk orders for the three brands totaled 1,682 vehicles, demonstrating the strong market competitiveness of the "Qimingxing" series [11]. - The orders included 666 units of Oumake Z, 616 units of Aoling Jidian, and 400 units of Kaven Letu, indicating diverse applications across various logistics scenarios [11]. Group 3: Technological Innovation and Product Features - The "Qimingxing" series is built on a dedicated platform for pure electric light trucks, with over 1.7 billion yuan invested in research and development, addressing key industry pain points such as limited space and short range [5]. - The products feature a remarkable range of 607 kilometers, a high-efficiency drive assembly of 95.7%, and an 8-year or 800,000-kilometer warranty, promising efficient and reliable green transportation [7]. - The production facility integrates traditional craftsmanship with modern technology, enhancing the manufacturing process and product quality [6]. Group 4: Future Outlook and Regional Impact - Foton aims to achieve a production target of 32,000 units and a revenue of 3.5 billion yuan by 2025, reflecting significant growth potential [4]. - The collaboration with local governments and industries is expected to enhance the regional electric vehicle supply chain, driving employment and economic growth in the Shandong area [17]. - The launch event also initiated the "Qimingxing Efficiency Appreciation Season," focusing on real-world performance validation and customer engagement to showcase the product's advantages [16].

Core Viewpoint - The Shaanxi Coal DMC project, led by Donghua Engineering Technology Co., Ltd., has successfully passed the comprehensive acceptance and received a 4A quality evaluation for chemical construction projects in 2025, marking it as a high-quality engineering achievement [1][3]. Group 1: Project Overview - The Shaanxi Coal DMC project is the largest battery electrolyte solvent project in China, transforming coal into lithium batteries, showcasing a significant innovation in the transition from traditional coal chemical processes to high-end new energy applications [3][4]. - The project has a production capacity of 500,000 tons per year for DMC (Dimethyl Carbonate), which is a crucial raw material for lithium battery electrolyte solvents [4][6]. - The project utilizes a methanol vapor oxidation carbonylation method, recognized for its mild reaction conditions, safety, and low by-product generation, contributing to the clean and efficient utilization of coal resources [6][8]. Group 2: Project Significance - The project is pivotal for promoting the high-end, diversified, and low-carbon development of the coal chemical industry, aiding in the establishment of an internationally influential new energy industrial base in the region [4][15]. - The successful execution of the project reflects the company's commitment to sustainable development and its role as a leader in the green transformation of the chemical industry [15][16]. Group 3: Project Execution and Management - The project team has demonstrated high efficiency and quality, achieving a cumulative safe operation of 346 days without any accidents, and maintaining product quality at an industry-leading level [8][14]. - The project management emphasized safety, conducting 201 safety inspections and 12 emergency rescue drills, achieving a "zero accident, zero injury, zero pollution" safety and environmental goal [14][15]. - The team has implemented advanced project management practices, including real-time monitoring and feedback systems, to ensure effective communication and collaboration throughout the project lifecycle [14][15].

Core Viewpoint - The approval of the 300,000-ton green methanol and aviation fuel co-production project marks a significant step for the company into the high-value renewable energy applications sector, particularly in green hydrogen and chemical production [1][4] Group 1: Project Overview - The project, located in Jixi City, Heilongjiang Province, has a total planned investment of approximately 3.557 billion yuan [2] - The project will utilize biomass straw and corn cobs as raw materials, employing mature enzymatic fermentation and gasification synthesis processes to produce green ethanol and green methanol [2] - The site selection in a major grain-producing area ensures a rich supply of raw materials for the project [2] Group 2: Strategic Importance - This investment is a key part of the company's strategy to extend its business boundaries and optimize its industrial structure, which is expected to have a profound impact on future development [1][4] - The project aims to meet the growing demand for clean energy and low-carbon raw materials in shipping, aviation, and chemical industries, positioning the company in a high-growth renewable energy market [3] Group 3: Market Potential - Green methanol, green ethanol, and green aviation fuel are identified as high-growth sectors driven by both policy and demand, with green methanol expected to see the fastest short-term growth due to shipping demand [3] - The project aligns with national goals for carbon neutrality, contributing to the transformation of the energy system [4]

晋南钢铁厂区远景 在"双碳"目标深入推进的时代背景下，钢铁行业转型已迈入"深水区"，传统发展模式面临深刻变革。过去5年间， 山西晋南钢铁集团有限公司(简称晋南钢铁)以"成为中国近零碳钢铁企业先行者"为使命，将绿色发展理念深度融 入"十四五"发展全过程，创新构建"钢—焦—化—氢+绿电"全闭环低碳产业链，在减碳降碳、极致能效、超低排 放、数智转型、产品升级等领域持续攻坚，用实际行动书写了传统钢铁企业绿色低碳转型的精彩答卷。 而今，"十四五"收官在即，晋南钢铁正向"十五五"谋篇蓄势，绘制未来高质量发展的全新蓝图。 集团沃能化工厂区 全链降碳 构建闭环低碳生态 "十四五"期间，晋南钢铁率先打破传统钢铁生产的"资源消耗型"模式，开启了绿色转型的探索。集团将技术创新 作为核心生产力，着力打通了全产业链的降碳路径。其首创的"钢—焦—化—氢+绿电"全闭环低碳产业链，让生产 全流程的"废料"转化为可循环利用的"资源"，真正实现了碳减排与经济效益提升的双向共赢。 集团相关负责人表示，这条产业链通过对钢铁生产中的废气、余热、副产品进行梯级利用，构建了"能源—化工— 冶金"的闭环生态，既减少了碳排放，又制造了高附加值产品。 为实现生 ...

Group 1 - The core viewpoint of the news is that Fangda Carbon (600516) has initiated a strategic cooperation with Beijing University of Science and Technology to develop a groundbreaking green metallurgy technology focused on electric arc furnace direct reduction iron (DRI) [1] - This collaboration aims to tackle key technologies for efficient melting of solid DRI, validating critical indicators such as energy consumption, energy utilization efficiency, metal recovery rate, carbon emissions, and iron quality [1] - The breakthrough in this technology route is expected to address common bottlenecks in the low-carbon transition of the steel industry, with significant market application potential [1] Group 2 - Fangda Carbon's core products demonstrate unique competitive advantages in this advanced process, particularly its self-developed ultra-high power graphite electrodes, which enhance melting efficiency and reduce system energy consumption [2] - The company has established a complete industrial chain with an annual production capacity of 260,000 tons, exporting its leading products to over 60 countries and regions [2] - The collaboration with academic institutions like Tsinghua University and Beijing University of Science and Technology has led to breaking several foreign monopolies in key technology areas, securing over 50 provincial and ministerial-level scientific achievements [2] Group 3 - Industry estimates suggest that the electric arc furnace DRI technology route could reduce carbon dioxide emissions by approximately 75% compared to traditional steelmaking processes [3] - The partnership not only expands the application boundaries of Fangda Carbon's core products but also empowers the steel industry in its decarbonization efforts, creating new growth opportunities for the company [3] - The chairman of Fangda Carbon emphasized the commitment to deepen collaborative innovation and provide high-quality products and services to support the steel industry's transition to low carbon [3]