Core Viewpoint - The construction of "waste-free cities" is crucial for promoting green and low-carbon development, enhancing urban governance, and achieving sustainable economic and social development during the 14th Five-Year Plan period [1] Group 1: Industrial Solid Waste Management - The city of Liaocheng has been improving its solid waste management system, focusing on industrial solid waste as a key task in building a "waste-free city" [1] - The Industrial and Information Technology Bureau has been promoting the comprehensive utilization of industrial solid waste resources through source reduction and comprehensive utilization [1] Group 2: Source Reduction and Equipment Upgrades - Emphasis on reducing industrial solid waste at the source by phasing out outdated equipment that generates significant waste and promoting technological upgrades in traditional industries [2] - Over 200 enterprises have participated in energy and green diagnostics to enhance resource utilization efficiency [2] - More than 1,000 energy-saving, water-saving, and environmentally friendly technologies and equipment have been promoted since the beginning of the 14th Five-Year Plan [2] Group 3: Demonstration and Policy Support - Creation of resource comprehensive utilization pilot bases, with Chaping District selected as a pilot base for industrial resource utilization in Shandong Province [3] - Support for the establishment of 32 national-level and 73 provincial-level green manufacturing units, along with 153 city-level green manufacturing units [3] - Policies have been introduced to encourage enterprises to engage in industrial solid waste resource utilization, including financial incentives for compliance and performance [3] Group 4: Future Directions - The Industrial and Information Technology Bureau plans to deepen the construction of the green manufacturing system and improve the industrial chain for solid waste resource utilization [4] - There is a focus on exploring standardized and large-scale comprehensive utilization of red mud to enhance the quality and efficiency of industrial solid waste utilization [4]

Report Summary 1. Industry Investment Rating - The report does not provide an industry investment rating. 2. Core Viewpoints - Industrial silicon is expected to mainly experience a moderately strong and volatile trend [1]. - For polysilicon, attention should be paid to the changes in the monthly spread [2]. 3. Summary by Directory 3.1 Fundamental Tracking - **Futures Market**: For industrial silicon, the Si2601 closing price was 9,020 yuan/ton, with a change of 60 yuan compared to T - 1, -370 yuan compared to T - 5, and 55 yuan compared to T - 22. The Si2601 trading volume was 369,225 lots, and the open interest was 260,529 lots. For polysilicon, the PS2601 closing price was 55,895 yuan/ton, with a change of 1,165 yuan compared to T - 1 and 1,270 yuan compared to T - 5 [2]. - **Basis**: The industrial silicon spot premium (against East China Si5530) was +480 yuan/ton, and the polysilicon spot premium (against N - type re - investment) was -3,895 yuan/ton [2]. - **Price**: The price of Xinjiang 99 - silicon was 8,900 yuan/ton, and the price of polysilicon - N - type re - investment material was 52,250 yuan/ton [2]. - **Profit**: The profit of silicon plants (Xinjiang new standard 553) was -2,249.5 yuan/ton, and the profit of polysilicon enterprises was 7.7 yuan/kg [2]. - **Inventory**: The industrial silicon social inventory (including warehouse receipt inventory) was 548,000 tons, and the polysilicon manufacturer inventory was 271,000 tons [2]. - **Raw Material Cost**: The price of Xinjiang silicon ore was 320 yuan/ton, and the price of Xinjiang washed coking coal was 1,475 yuan/ton [2]. 3.2 Macro and Industry News - On November 22, the main structure of the first - phase waste heat power generation project of the Inner Mongolia Xingfa industrial silicon project, undertaken by the Fourth Branch, was successfully capped. This project adheres to the concept of "environmental protection first, energy - saving and high - efficiency" and uses innovative technologies to recycle high - temperature flue gas in the industrial silicon smelting process, realizing pollution control and improving energy utilization efficiency [3][4]. 3.3 Trend Intensity - The trend intensity of industrial silicon is 0, and the trend intensity of polysilicon is 0. The trend intensity ranges from -2 to 2, with -2 being the most bearish and 2 being the most bullish [4].

Core Viewpoint - The article emphasizes the dual approach of leveraging both "effective markets" and "proactive government" to support green low-carbon development, highlighting the importance of a collaborative effort in achieving sustainable growth [1][4]. Group 1: Green Production and Technology - Green production relies on technological innovation to replace high-carbon technologies with low-carbon or zero-carbon alternatives, which is essential for enhancing green supply [3]. - Countries are focusing on key emerging technologies related to renewable energy and low-carbon solutions, as seen in initiatives like the U.S. "Key and Emerging Technologies List 2024" and the EU's "Horizon Europe Strategic Plan 2025-2027" [3]. - There is a need to promote low-carbon technology applications and explore new energy storage solutions, such as virtual power plants, to advance clean production and circular economy practices [3]. Group 2: Green Consumption - The transition to low-carbon consumption depends on both green technologies that reduce energy consumption and the preservation of traditional green lifestyles [3]. - It is crucial to stimulate green consumption awareness and behaviors to enhance the scale and structure of green consumption [3]. - Initiatives promoting resource conservation and waste classification are essential for fostering a green lifestyle and building a beautiful China [3]. Group 3: Policy and Institutional Support - A robust institutional framework is necessary to support green low-carbon development, which includes effective market mechanisms and proactive government policies [4]. - Policies related to taxation, pricing, finance, land use, and government procurement should be aligned to facilitate green development [4]. - Establishing standards for green product design, procurement, and manufacturing, along with a certification system, is vital to eliminate misleading green claims [4].

绿色低碳发展既要充分发挥"有效市场"在资源配置中的决定性作用，也要更好发挥"有为政府"在宏观经 济治理中的管理和服务作用，"两手发力"为绿色发展提供坚实支撑。 河北保定推进"公园+"模式，让市民共享绿色生活；青岛高新区鼓励引导企业进行绿色化改造，打造绿 色工厂、绿色供应链……一段时间以来，不少地区采取积极举措，发力绿色产业，创新绿色科技，主动 推行绿色生产生活方式。加快形成绿色生产生活方式，与我们每个人息息相关，是全面绿色转型的根本 所在，也是实现高质量发展、构建人与自然和谐共生的现代化的重要支撑。 我国坚持绿水青山就是金山银山的理念，坚持走绿色低碳循环发展之路，生产生活绿色低碳转型成效显 著。当前，我国已建成全球最大、最完整的新能源产业链，为全球提供了70%的光伏组件和60%的风电 装备，电动汽车、锂电池、光伏产品等优质产能，为世界绿色发展提供了重要助力。随着我国居民消费 从主要解决"有没有"向实现"好不好"转变，消费多元化、品质化、个性化特征日益凸显，共享出行、可 回收的网购包装、光盘打卡等低碳生活逐步成为社会新风尚。 应该看到，我国当前生产生活方式绿色低碳发展仍有很长的路要走。从供给侧来看，受制于不够成 ...

Core Viewpoint - Satellite Chemical emphasizes that stock price fluctuations are influenced by various factors and reaffirms its commitment to green and low-carbon development while focusing on creating a competitive chemical new materials industry chain [2] Group 1 - The company is dedicated to using light hydrocarbons as raw materials to build a competitive chemical new materials industry chain [2] - Continuous efforts are made to enhance the supply chain by supplementing, extending, and strengthening it [2] - Increased investment in research and development is aimed at improving core competitiveness and generating good returns for investors [2]

Core Insights - The "Chuan Dian Ru Su" ultra-high voltage transmission projects have delivered over 505 billion kilowatt-hours of clean hydropower to Jiangsu, significantly contributing to energy structure optimization and green low-carbon development [1][2] Group 1: Project Impact - The two ultra-high voltage direct current transmission projects, ±800 kV Jinping-Su Nan and ±800 kV Baihe-Tan-Jiangsu, have collectively saved over 150 million tons of standard coal and reduced carbon dioxide emissions by more than 475 million tons [1] - These projects effectively address the structural contradiction between energy-rich regions and energy-demanding areas, optimizing the allocation of green electricity resources across regions [1] Group 2: Energy Demand and Supply - Jiangsu, as a major economic and energy-consuming province, has a strong energy demand, while Sichuan possesses abundant hydropower resources, making the projects crucial for energy supply [1] - The Jinping and Baihe-Tan hydropower bases supply approximately 55 billion kilowatt-hours of electricity to Jiangsu annually, accounting for about 30% of Jiangsu's total electricity consumption from outside the province [1] Group 3: Technological Advancements - The Jinping-Su Nan project, operational since 2012, was a technological milestone with a direct current transmission capacity of 7.2 million kilowatts, representing the highest level of ultra-high voltage direct current technology at that time [1] - The Baihe-Tan-Jiangsu project, completed in 2022, has a maximum transmission capacity of 8 million kilowatts, further enhancing the clean energy absorption capacity and operational resilience of the East China power grid [1] Group 4: Environmental and Economic Benefits - Over the past decade, Jiangsu has achieved an average energy consumption growth rate of 3% and a carbon emission growth rate of 1.5%, supporting an average GDP growth rate of 6.5%, indicating a significant increase in the region's "green" development [2]

Core Insights - The first 100% conversion project of coke oven gas in China has been established in Lingyuan, Liaoning, marking a significant step towards green and low-carbon development in the steel industry [1][7]. Group 1: Project Overview - The project utilizes advanced separation and synthesis technology to convert coke oven gas into LNG (liquefied natural gas), liquid ammonia, and hydrogen, achieving a complete conversion of waste gas into valuable resources [1][3]. - The annual production of coke oven gas in China is approximately 210 billion cubic meters, and utilizing 30% of this could reduce carbon dioxide emissions by about 45 million tons annually while generating over 100 billion yuan in industrial output [7]. Group 2: Economic and Environmental Impact - The conversion of coke oven gas into hydrogen has a cost advantage, being 30% to 50% cheaper than traditional coal or natural gas hydrogen production methods, which is driving rapid market growth [8]. - The produced LNG can provide heating for around 200,000 households for a month, while liquid ammonia can be further processed into fertilizers, refrigerants, and even rocket propellants [9]. Group 3: Technological Advancements - The purity of hydrogen produced from coke oven gas has improved from 99.999% to 99.9999%, which is crucial for applications in high-end manufacturing sectors such as electronics, aerospace, and advanced chemicals [12][14]. - The core technology relies on a new type of molecular sieve that selectively allows hydrogen to pass through while trapping impurities, enhancing the quality of the hydrogen produced [14].

记者今天从中集集团（24日）了解到，我国首个焦炉煤气100%转化项目在辽宁凌源落地。钢铁厂直接 出产清洁能源，为钢铁行业绿色低碳发展开辟新的路径。 ...

今年是《巴黎协定》签署十周年，也是中国提出碳达峰碳中和目标的第五年。长期以来，中国作为负责任的发展中国家，坚持实施积极应对气候 变化国家战略，坚定推进"双碳"目标。 漫步大会国家馆区，"中国角"每日高朋满座，是大会的"强力磁场"和与会代表的热门"打卡地"。从用再生电路板与退役锂电池铝材制作的桌椅， 到稻壳制作的可降解水杯和纸制茶几，处处细节体现出绿色低碳理念。 巴西贝伦气候大会上的中国声音 新华社记者周永穗 赵焱 《联合国气候变化框架公约》（以下简称《公约》）第三十次缔约方大会（COP30）闭幕在即。美国缺席，欧洲和加拿大顾虑重重，单边主义抬 头与地缘政治紧张加剧给全球气候治理合作带来挑战……大会能否达成共识仍未知，但与之形成对比的是，尽管面临资金和技术方面的巨大挑 战，全球南方国家坚持在能源转型道路上稳步前行，大会上的中国声音获得众多与会嘉宾的认可和支持。 2025年11月10日，在巴西贝伦，人们参加COP30"中国角"系列边会的首场边会。当地时间10日上午，《联合国气候变化框架公约》第三十次缔约 方大会（COP30）"中国角"系列边会在巴西贝伦拉开序幕，首场边会聚焦生态文明和美丽中国实践。新华社发（克劳迪 ...

中新社江苏盐城11月21日电 (记者谷华)以"共享中韩新机遇碳寻开放新未来"为主题的2025中韩(盐城)产 业园经贸合作交流会，21日在江苏盐城举行。中韩两国政府部门、行业协会领导嘉宾以及企业客商，围 绕中韩经贸合作与绿色低碳发展，共同探索开放共赢新路径。 盐城与韩国隔海相望。在盐城，不仅有随处可见的韩国餐饮，更是近2万名韩国友人的"第二故乡"。目 前，盐城已开通至韩国仁川港、釜山港等地的航线，每周有6架次航班往返于首尔与盐城之间，并与韩 国13座城市结为友好城市或友好交流城市。 韩国驻上海总领事金英俊在致辞中表示，韩国多个城市与盐城有着频繁互动，入驻盐城的韩国企业经营 稳定，访问盐城的韩国游客数量不断增加。此次交流会是促进韩中企业携手合作，取得更大发展的交流 平台。 "盐城与韩国产业相融，互为机遇、互相成就，不仅有悦达起亚这样的合资典范，更拥有摩比斯、SK等 近千家韩国知名企业投资布局，韩国已经成为盐城最大的外资来源国和重要的贸易伙伴国。"盐城市委 书记周斌表示，期待与韩国友人共同把握科技变革趋势，深化新能源技术合作，携手打造新能源汽车、 光伏储能等新兴产业集群，构筑中韩绿色低碳合作的新标杆。 中韩(盐城) ...