在全球能源转型浪潮下，储能行业正从单点突破迈向生态协同。近期，宁德时代、中石油、中车株洲 所、海博思创等龙头企业密集签署战略合作协议，覆盖技术研发、市场拓展、产业链整合等多个维 度。 这种"朋友圈"式合作 不仅加速了储能技术的商业化落地， 更重塑了行业竞争格局 ——未来的 储能赛 道，不再是企业的 单打独斗 ，而是生态圈与 生态圈之间的较量 。 一、合资公司：深度绑定、资源共享 中国石油 &宁德时代 文 | 中关村储能产业技术联盟 【导语】 中车株洲所&宁德时代 中车株洲所综合能源事业部与宁德时代 正式 签署 2025 年框架合作协议，双方重点围绕储能系统解 决方案、能源高效利用、微电网建设、智慧能源服务等方 向开展全方位合作，共同开拓市场，引领 技术发展，为客户提供更优的综合能源价值。中车株洲所表示，此次与宁德时代的合作，标志着其全 球化战略布局加速推进。 海博思创 &宁德时代 6月17日，上海市市场监督管理局网站公示， 中国石油集团济柴动力 有限公司与宁德时代新能源科 技股份有限公司新设合营企业案进入公示期，公示期为2025年6月17日至2025年6月26日。合营企 业主要在中国境内从事锂离子电池储能系统 ...

Core Insights - MIT has developed a novel data-driven approach using large language models (LLM) and multi-head neural network architecture to predict and screen the reactivity of cement substitute materials on a large scale [1][2][7] Group 1: Environmental Impact - Cement production accounts for over 6% of global anthropogenic greenhouse gas (GHG) emissions, primarily due to the high-temperature calcination of limestone [1] - With global infrastructure demand expected to increase cement production by 20% by 2050, environmental pressures are anticipated to worsen [1] Group 2: Traditional Substitute Materials - Traditional strategies for cement clinker substitution rely on fly ash and granulated blast-furnace slag, which can replace up to 50% of clinker mass while theoretically reducing GHG intensity by 50% [1] - However, the supply of these materials has decreased from 25% to 17% of total cement production over the past two decades due to reduced coal energy production and increased steel recycling [1] Group 3: Innovative Research Findings - The research identified and quantified over 50,000 natural and industrial by-product materials' reactivity, focusing on 25 types of natural rock that can potentially replace cement clinker [2][4] - The study found that construction and demolition waste, incineration ash, and volcanic rocks possess high reactivity, potentially replacing about 50% of clinker usage, equating to a reduction of 1.2 billion tons of GHG emissions [2][4] Group 4: Data Collection and Methodology - The research team extracted chemical composition data from 88,000 papers, identifying 14,434 materials across 19 predefined categories, significantly expanding the dataset compared to previous studies [4][5] - A comprehensive database was constructed, integrating experimental data from R³ standard tests, covering 318 materials and representing one of the largest datasets for cement substitute materials [4][5] Group 5: Model Architecture and Performance - A multi-task neural network architecture was employed to predict multiple reactivity indicators, enhancing prediction accuracy through cross-task transfer learning [6][9] - The model demonstrated superior performance compared to traditional methods, achieving RMSE values of 28.20 J/g for heat release and 12.17 g/100g for Ca(OH)₂ consumption, with R² values exceeding 0.85 [15][19] Group 6: Future Implications - The findings suggest that AI technologies will play a crucial role in the cement industry, facilitating the discovery and screening of sustainable materials to meet carbon neutrality goals by 2050 [25][26]

Core Insights - The company, Zhejiang Aibener Technology Co., Ltd., is actively expanding its renewable energy products into new markets, particularly in Africa, where nearly 1 billion people lack reliable electricity access [2][4]. Group 1: Company Overview - Dr. Xu Zhiyong, the chairman of Aibener Technology, has extensive experience in overseas research and entrepreneurship, focusing on zero-carbon energy solutions [3]. - The company has developed a portable mobile power source and a solar home energy solution, which includes solar panels and direct current cooking appliances [2][5]. Group 2: Market Expansion - Aibener Technology has launched a pilot project in Cameroon called "MECS STARRS," aimed at addressing energy needs through its self-developed direct current ecosystem [3]. - The company has already implemented multiple microgrid and energy storage systems in Africa, including a 1,000 kWh microgrid for a school in Mozambique, significantly improving the quality of life for local children [5]. Group 3: Strategic Vision - The company recognizes the need to diversify its market presence due to changing international market conditions and has identified opportunities in Africa and South Asia [4]. - Aibener Technology aims to leverage the United Nations' 2030 Sustainable Development Agenda, which emphasizes the importance of clean cooking solutions, to further its business objectives [4]. Group 4: Industry Trends - The shift from labor-intensive to technology-intensive exports in China is evident, with Aibener Technology exemplifying this transition through its innovative renewable energy products [6]. - The exploration and development of renewable energy solutions in Africa by Aibener Technology may serve as a model for other Chinese enterprises seeking new avenues in foreign trade [6].

Core Insights - The 2025 International Hydrogen and Fuel Cell Vehicle Conference and Exhibition (FCVC) was held in Shanghai, focusing on the opportunities in hydrogen energy and fuel cell vehicles [1] - Hydrogen energy is seen as a crucial element in achieving carbon neutrality, particularly in the transportation and industrial sectors, with significant potential for fuel cell vehicles, especially in heavy-duty commercial vehicles [3][5] - The Chinese government is providing a favorable policy and market environment for the hydrogen and fuel cell vehicle industry, which is expected to grow significantly in the coming years [4] Industry Developments - The hydrogen fuel cell vehicle industry in China is transitioning from demonstration applications to large-scale development, facing challenges such as small industry scale and insufficient economic viability [7] - The Chinese fuel cell vehicle market has the highest number of commercial vehicles globally, with a rapidly maturing supply chain and technology capabilities [5] - The upcoming years are predicted to see a significant increase in renewable energy generation, with hydrogen energy playing a vital role in this transition [5] Technological Innovations - Innovations in high-power products are advancing rapidly, with successful commercial operations in various applications such as port logistics and industrial areas [8] - The exhibition showcased nearly 300 companies presenting cutting-edge technologies and products across the hydrogen energy and fuel cell vehicle industry, covering a wide range of new hydrogen-powered products [8] Policy and Collaboration - There is a call for enhanced top-level design and timely policy support to avoid gaps in hydrogen energy and fuel cell vehicle industry development [7] - International cooperation and standardization are essential for overcoming barriers to large-scale hydrogen energy application [6]

Core Viewpoint - The development of diversified fuel technologies for internal combustion engines (ICE) is recognized as a key pathway for the automotive industry's low-carbon transition, with a focus on carbon-neutral fuels becoming a new focal point for industry development [1][4]. Group 1: Breakthroughs and Innovations - The successful ignition of E-fuel in a domestic trial marks a significant milestone in China's application of zero-carbon fuel technology in the automotive sector [3]. - The collaboration between industry, academia, and research institutions is essential for driving innovation in low-carbon technologies for ICE, with various alternative fuel technologies such as hydrogen, ammonia, methanol, and E-fuel being explored [4][5]. Group 2: Industry Collaboration and Development - The establishment of the New Energy Internal Combustion Engine Alliance in 2023 aims to enhance collaboration among automotive companies and industry stakeholders, focusing on potential assessments and development trends in new energy ICE [6]. - The alliance plans to create a comprehensive evaluation capability and industry influence by 2025, promoting the commercialization of new energy ICE and addressing challenges in certification, policy guidance, and application [6]. Group 3: Future Directions and Goals - The integration of E-fuel with existing ICE technologies is expected to provide new avenues for achieving zero-carbon transitions in the automotive industry, emphasizing the importance of a collaborative innovation ecosystem [5][6]. - The ongoing technological advancements in ICE, alongside the application of low-carbon and green fuels, are anticipated to inject new momentum into the global automotive industry, aiding in the acceleration of carbon neutrality goals in the transportation sector [8].

行业周报 [Table_IndNameRptType] 基础化工 地缘政治风险暴露提振油价，美国生物燃料总产量创新高 [Table_IndRank] 行业评级：增持 执业证书号：S0010522110002 电话：13621792701 邮箱：wangqf@hazq.com 主要观点： ⚫[Table_Summary] 行业周观点 本周（2025/6/9-2025/6/13）化工板块整体涨跌幅表现排名第 14 位，涨跌幅为-0.01% ，走势处于市场整体中游。上证综指涨跌幅为 -0.25%，创业板指涨跌幅为 0.22%，申万化工板块跑赢上证综指 0.24 个百分点，跑输创业板指 0.21 个百分点。 ⚫ 2025 年化工行业景气度将延续分化趋势，推荐关注合成生物学、农 药、层析介质、代糖、维生素、轻烃化工、COC 聚合物、MDI 等行 业: （1）合成生物学奇点时刻到来。能源结构调整大背景下，化石基材料 或在局部面临颠覆性冲击，低耗能的产品或产业有望获得更长成长窗 口。对于传统化工企业而言，未来的竞争在于能耗和碳税的成本，优 秀的传统化工企业会利用绿色能源代替方案、一体化和规模化优势来 降低能耗成本，亦或新增 ...

Group 1 - The Hong Kong government aims to enhance charging infrastructure for electric vehicles (EVs) through various measures, including a HKD 3.5 billion funding program to assist existing residential buildings in installing EV charging facilities, with an expectation of over 200,000 parking spaces equipped by mid-2027 [1] - The government has set a target to reduce carbon emissions by 50% from 2005 levels by 2035, as part of the "Hong Kong Climate Action Blueprint 2050," which includes strategies for "net-zero power generation," "energy-efficient buildings," "green transportation," and "waste reduction" [1] - The government plans to review the climate action blueprint every five years in line with the Paris Agreement, with the next review results expected in 2026 [1] Group 2 - The government aims to improve the overall energy performance of government buildings and infrastructure by over 6% compared to the 2019-19 baseline by the 2024-25 fiscal year, having already achieved a 5.3% improvement by the 2022-23 fiscal year [2] - A three-year energy and carbon audit has been conducted for approximately 250 government buildings to identify energy management and carbon management opportunities [2] - The "2025 Building Energy Efficiency (Amendment) Bill" has been passed and will come into effect in September 2026, requiring most government buildings to undergo regular energy audits [2] Group 3 - The Hong Kong government has implemented a new arrangement allowing companies to use an implied consent mechanism to publish communications to shareholders online, promoting paperless communication [3] - The "Green Hong Kong Carbon Audit" initiative has over 140 participating organizations, including property management companies, universities, and non-profit organizations, to support greenhouse gas emission reduction [3] - The number of electric vehicles in Hong Kong has increased significantly from approximately 14,000 five years ago to about 110,000 by the end of last year, with around 70% of newly registered private cars being electric [3] Group 4 - The government has outlined measures to expand the public charging network for electric vehicles, including converting gas stations into fast charging stations and opening bus depot charging stations [4] - A HKD 300 million incentive program is set to provide 3,000 fast charging stations by the end of 2028, supporting an additional 160,000 electric vehicles [4] - The incentive program is expected to be launched in the next one to two months [4]

Core Viewpoint - Yunnan Phosphate Group emphasizes the importance of ecological protection and green development in its operations, aligning with national policies to ensure sustainable mining practices and environmental harmony [1][2][8] Group 1: Ecological Importance - Yunnan's ecological position is crucial for Southwest China's ecological security, as highlighted by President Xi Jinping [1] - The company integrates "green mine" construction into its high-quality development strategy, ensuring mining activities coexist with ecological preservation [1][2] Group 2: Green Mining Practices - Yunnan Phosphate Group has established a self-accountability approach to environmental protection, asserting that large state-owned enterprises must lead in this area [3] - The company has implemented a comprehensive plan for vegetation restoration and has initiated key projects for geological environment recovery [3][12] Group 3: Technological Innovations - The company has developed advanced mining techniques, such as the "open long-wall" mining method, which has increased mining efficiency by 70% and reduced waste rates significantly [11][12] - Yunnan Phosphate Group collaborates with over ten renowned universities and research institutions to enhance its technological capabilities in phosphate resource development [12] Group 4: Community Engagement and Development - The company has invested over 3 billion yuan in local projects, benefiting more than 5,000 villagers and supporting infrastructure and educational initiatives [17] - Yunnan Phosphate Group has established a harmonious relationship with local communities, exemplified by the "Yunnan Phosphate Group-Hanying Model" for mutual development [16][17] Group 5: Future Directions - The company aims to align with national strategies for ecological civilization and green transformation, focusing on sustainable practices and carbon neutrality goals [18][19] - Yunnan Phosphate Group is committed to enhancing resource utilization efficiency while minimizing environmental impact, contributing to the broader goal of ecological protection [18][19]

法兰克福市市长约瑟夫在发言中表示，向实现碳中和目标迈进是各国面对的挑战，地方政府也责无 旁贷。交通领域将发生根本性的变化，在这一过程中，各层面国际合作将扮演越来越重要的角色。 中国驻法兰克福总领事黄昳扬说，首届中德城市峰会的召开显示出各方对加强城市合作的强烈意 愿，体现出中德城市合作的活力与效率。近期，中德地方交往的热度持续攀升。这种高频次、高质量 的"双向奔赴"，正是中德地方层面互利共赢、合作需求旺盛的写照。 本届峰会由德国国际合作机构、中国人民对外友好协会和中国驻法兰克福总领馆共同主办。 新华社法兰克福6月17日电（记者刘向 单玮怡）首届中德城市峰会17日在德国法兰克福举行，来自 中德两国20多个城市的100多名政府官员和工商界人士与会，就推动友好城市合作、探讨城市可持续发 展之路展开交流。 中国人民对外友好协会会长杨万明在峰会上致辞说，1982年以来，中德之间建立了105对友好省州 和城市关系。去年以来，中德之间地方团组交往密切，为中德关系发展贡献了力量。他希望更多中德城 市积极投身国际绿色合作，探索智慧城市与低碳发展的融合之道。 德国国际合作机构董事会主席托尔斯滕·舍费尔-君贝尔在致辞中表示，城市作为 ...

Core Viewpoint - The event during the 2025 China Langfang International Economic and Trade Fair showcased the launch of the light-sensitive semiconductor hydrogen production solution and the high-quality development of clean energy in Weichang, highlighting its unique development model of "sunlight to green hydrogen, turning stone into gold, and green electricity to green diamonds" [1][3][5] Group 1: Event Overview - The event featured a dual approach of "technology launch + scenario release," aimed at fostering government-enterprise cooperation and industry connections, attracting high-quality enterprises and innovative resources to accelerate the development of Weichang's clean energy industry [3][5] - Weichang is recognized as a "national first batch of green energy demonstration counties" and has a unique geographical advantage with a significant clean energy endowment, including abundant wind, solar, geothermal, and biomass resources [3][5][8] Group 2: Technological Innovations - Chengfeng Hydrogen Intelligent Equipment (Hebei) Co., Ltd. introduced a groundbreaking light-sensitive semiconductor hydrogen production solution, achieving an average light-to-hydrogen conversion rate exceeding 19% and aiming to reduce green hydrogen costs to below 20 yuan by 2026, four years ahead of the International Energy Agency's target [5][6] - Zhongxian New Materials Technology (Chengde) Co., Ltd. developed a novel all-electric kiln technology and high-performance continuous basalt fiber formula, transforming basalt into a new environmentally friendly fiber with applications across various industries [5][6] - Hebei Toshi Crystal Armor Technology Co., Ltd. presented a green energy and advanced material integration model, utilizing clean electricity to drive low-carbon diamond production, promoting a closed-loop system for energy structure transformation [6] Group 3: Industry Development and Future Prospects - Experts from various universities provided insights into the current status and future prospects of Weichang's clean energy industry, while the Beijing Yizhuang Industrial Research Institute released a clean energy industry chain map, detailing strategic planning and development blueprints [7][9] - The event emphasized Weichang's commitment to ecological priority and green development, showcasing its clean energy resources and achievements, while attracting interest from enterprises and investors in various projects [7][8] - Weichang aims to create a comprehensive industrial chain around energy, focusing on the entire lifecycle of energy production, transmission, storage, and utilization, thus providing a replicable model for clean energy industry development nationwide [8]