"华夏德京108"多功能海缆施工船交付现场。本报记者周楚军摄 1月16日，江苏泰兴船舶基地内，德京集团有限公司旗下核心海工装备"华夏德京108"多功能海缆施工船正式举行交付仪式。巨轮静泊于码头，"华夏德 京108"正式入列，不仅刷新全球同类船舶载缆量纪录，更标志着我国高端海工装备制造与现代能源服务业迈入新的里程碑。 巨轮启航 解锁深远海施工新能力 交付现场，"华夏德京108"171米的船长、38米的船宽，在江面之上勾勒出雄伟的轮廓。来自全国相关行业的行家驻足于甲板，目光聚焦于船载核心设 备，工作人员正细致讲解着DP2动力定位系统、模块化埋设犁等尖端装备的功能。"这艘船具备无限航区航行能力，是目前全球已建成单缆盘载缆量最大的 海洋工程船。"德京集团有限公司船机部负责人赵长海站在船舷边，指着船体核心区域向现场媒体介绍，语气中满是自豪。 他表示，"华夏德京108"的定位就是服务深远海开发，不仅能胜任我国沿海、近海海域风电场海缆施工，未来还可涉足海缆远洋运输、岛屿供电、海底 通信电缆架设及海外深远海项目。"你看这套同轴双转载缆盘，以及马凯建模系统，都是业内首创技术，能轻松应对全球深水、远海海域的大型风电场作 业。"顺 ...

从业资格号：F3030112 交易咨询号：Z0023202 0755-23375125 langzj@wkqh.cn 万林新 黑色建材日报 2026-01-26 黑色建材组 陈张滢 从业资格号：F03098415 交易咨询号：Z0020771 0755-23375161 chenzy@wkqh.cn 郎志杰 从业资格号：F03133967 0755-23375162 wanlx@wkqh.cn 赵 航 从业资格号：F03133652 0755-23375155 zhao3@wkqh.cn 【行情资讯】 螺纹钢主力合约下午收盘价为 3142 元/吨, 较上一交易日涨 18 元/吨（0.576%）。当日注册仓单 18487 吨, 环比减少 9757 吨。主力合约持仓量为 174.18 万手，环比减少 5512 手。现货市场方面, 螺纹钢天津汇总 价格为 3170 元/吨, 环比增加 10/吨; 上海汇总价格为 3270 元/吨, 环比减少 0 元/吨。 热轧板卷主力合 约收盘价为 3305 元/吨, 较上一交易日涨 18 元/吨（0.547%）。 当日注册仓单 179126 吨, 环比减少 301 吨。主力合约持 ...

1月21日，记者从渭南市发展和改革委员会获悉：截至2025年底，渭南市新能源发电装机达1008万 千瓦，占全市发电总装机的56.3%，装机规模稳居全省第二。新能源首次超越火电，成为渭南市第一大 电源，新能源发电装机规模和发电量超额完成"十四五"规划目标。 2025年7月，陕西首个渠道光伏发电示范项目在渭南市合阳县实现全容量并网发电，率先实现"光伏 +多场景应用+渠堤管护"新模式；2025年10月，渭南市产投集团大荔风电项目年度发电量突破1亿千瓦 时，为区域经济社会发展注入强劲动能；2025年11月，陕建八建集团渭南泰安达20万千瓦风电项目首台 180米风机吊装成功，为未来风电行业开发200米以上空间风资源积累了宝贵经验……近年来，渭南市大 力推进以光伏、风电为核心的新能源产业发展，多个全省首创新能源项目相继建成投运。拓日新能、运 达风电、白扬绿能、中交天合等一批龙头企业集群发展，产业集聚效应持续释放。全市新能源发电装机 较"十三五"末实现5倍增长，新能源年发电量达110.3亿千瓦时，占全市用电量的50.5%。 渭南市发展和改革委员会相关负责人表示，渭南将持续推进"双碳"目标落地，重点实施低风速风电开 发、渠道 ...

Group 1 - The implementation of the "Regulations on Promoting the Development of the Construction Machinery Industry in Changsha" has led to comprehensive improvements in the scale, innovation, internationalization, and ecological construction of the construction machinery industry in Changsha [1] - The construction machinery cluster in Changsha is expected to exceed 250 billion yuan in scale by 2025, representing an 8% year-on-year growth, maintaining its leadership nationwide [1] - Five leading enterprises have consistently ranked among the top 500 global construction machinery manufacturers for four consecutive years [1] Group 2 - The regulations support "industrial technology innovation and platform construction," with the establishment of special funding and a working group to promote the creation of a national high-end construction machinery innovation center [2] - Significant innovations include the selection of Zoomlion's excavator sharing manufacturing intelligent factory as one of the first national leading intelligent factory projects, and the emergence of major national equipment such as the world's first five-bridge right-hand drive electric mixer truck [2] - The establishment of a remanufacturing and maintenance base is supported under the "dual carbon" goals, with innovative regulatory models for bonded maintenance/remanufacturing and standardized processes for second-hand equipment exports [2] Group 3 - The local government is facilitating the expansion of overseas markets for enterprises, with the fourth Changsha International Construction Machinery Exhibition attracting over 350,000 visitors and signing contracts worth over 13 billion yuan [3] - The regulations encourage "deepening regional cooperation," leading to the establishment of mechanisms for digital transformation and collaboration among enterprises in the Changsha-Zhuzhou-Xiangtan area [3] - Key technologies are being jointly tackled by local enterprises, with "Xiang" branded equipment becoming essential for major projects like the Sichuan-Tibet Railway [3]

昨晚，市十六届人大四次会议举行"履职新时代"代表集中采访活动。丰台团代表曹君、石景山团代表柏 群、延庆团代表翟艳伟、大兴团代表李仁星分别介绍履职情况。 本报记者 和冠欣摄 本报记者 李祺瑶 李博 在走访调研更多公园和学校后，曹君提交了一份建议，呼吁以公园为切口，整合区域校外资源，以"乐 学无界"新范式重塑开放式教育新生态。"很荣幸，这份建议被纳入丰台区'十五五'规划，也让我明白， 履职就是从实践中提炼思考，为区域发展添砖加瓦，为未来教育共绘蓝图。" 曹君说，作为一名教育领域的人大代表，她将继续当好"主动连接者"，把学校、家庭、社会的力量汇聚 起来，让"办好人民满意的教育"成为市民看得见、摸得着、盼得到的实事。 柏群代表： 在城市更新中提升市民幸福感 昨晚，市十六届人大四次会议组织的"履职新时代"代表集中采访活动中，四位市人大代表结合本职工作 分享为民发声、为民服务的故事。 曹君代表： 让社区因教育更美好 "对我而言，履职就是把国家和人民对教育的期待，变成扎扎实实、可见可感的基层实践。"市人大代 表、北京十一学校丰台小学校长曹君讲述了一条路和一座公园的故事。 "2025年，借助丰台区建设'彩色学安路'的契机，我 ...

Group 1 - The core viewpoint of the article emphasizes the active role of representatives in connecting schools, families, and communities to enhance children's safety and development [3] - The representatives shared their experiences and insights from their duties, highlighting the importance of being proactive rather than reactive in their roles [3][4] - The article discusses the transformation of education in Beijing towards "new domains and new qualities" by 2025, as illustrated by the initiatives taken by representatives [3] Group 2 - Representative Bai Qun, a non-material cultural heritage inheritor, emphasized the need for increased support for non-state museums and the protection of intangible cultural heritage [4] - Bai Qun proposed enhancing community engagement through free museum visits to foster cultural appreciation among residents [4] - Representative Zhai Yanwei focused on legislative efforts for the protection of the Great Wall, advocating for a shift from emergency protection to preventive and research-based conservation [5][6] Group 3 - Representative Li Renxing is actively involved in promoting renewable energy and carbon neutrality initiatives, submitting multiple proposals to support the application of renewable energy in Beijing [6][7] - Li's suggestions include promoting hydrogen fuel cell vehicles in urban logistics and advocating for the construction of zero-carbon parks [6][7] - The proposals aim to contribute to a green, clean, and low-carbon energy system in alignment with national strategies [6]

Core Insights - The green computing industry in Qinghai has achieved significant development, marked by the launch of the first domestically produced large-scale green computing service product based on cloud computing scheduling on February 26, 2025 [1] - The "Qinghai Green Computing Cloud" was introduced on March 13, providing both private and cloud deployment services, and integrating with the domestic large model ecosystem [1] - A total of 8 key projects were signed at the second Qinghai Green Computing Industry Development Promotion Conference on March 28, with a total investment exceeding 20 billion [1] Industry Developments - The computing power scale is expected to grow nearly 40 times, with operational computing power reaching 22,000 PFLOPS [1] - Haidong City has been recognized as one of the top 30 cities in the country for computing power [1] Strategic Significance - Qinghai is transitioning from a clean energy hub to a green computing powerhouse, leveraging domestic technology to build a competitive edge in the digital economy [1] - The initiative supports the national "East Data West Computing" strategy, providing a replicable model for other western provinces to develop their digital economies based on unique resources [1] - The integration of clean energy and the digital industry is expected to foster new economic growth engines and enhance regional digital infrastructure capabilities [1]

Investment Rating - The industry is rated as "Buy" with an expectation of an increase exceeding 15% over the next 3-6 months [5]. Core Insights - The dual control of carbon emissions in terms of total volume and intensity will be fully implemented, with a focus on the 14th Five-Year Plan's dual carbon policy. The aim is to peak carbon emissions by 2030, with key areas of focus including energy transition, industrial upgrading, comprehensive conservation, and scientific assessment of carbon emissions [1]. - Winter electricity load has reached a new high, exceeding 1.4 billion kilowatts, with multiple instances of zero/negative electricity prices in Northeast China. This reflects an imbalance in electricity supply and demand, highlighting the need for attention to capacity pricing and the potential for improved profitability in thermal power [2]. - Recent adjustments in stock prices of leading companies in the sector have been significant, driven by funding impacts and unclear performance expectations. Key areas to watch include market capitalization management, capital operations, and the performance of hydropower and thermal power companies [3]. Summary by Sections Section 1: Carbon Emission Control - The government is committed to implementing a dual control system for carbon emissions, focusing on policies that will guide industrial structure and capacity planning [1]. Section 2: Electricity Demand and Pricing - The national winter electricity load has surpassed historical records, indicating a rising trend in electricity demand. The occurrence of negative pricing in the electricity market suggests a need for adjustments in capacity pricing to stabilize profitability [2]. Section 3: Stock Performance and Investment Opportunities - The recent decline in stock prices of major companies presents opportunities for investment, particularly in firms with clear market capitalization management strategies and those positioned to benefit from upcoming performance improvements in hydropower and thermal power sectors [3].

Group 1 - CATL launched the "Tianxing II" light commercial series solution, introducing the first intelligent battery management application for the light commercial vehicle industry, aiming to break the standardization bottleneck and promote customized operations in the new energy light commercial vehicle sector [3] - CATL is rapidly advancing the construction of a 15GWh battery factory in Beijing with an investment of 4 billion yuan, indicating imminent project implementation [5] - CATL, along with partners, established Beijing Times Power Battery Co., Ltd. with a registered capital of 1 billion yuan, where CATL holds a 51% stake responsible for the factory's construction and operation [6] Group 2 - Penghui Energy expects to turn a profit in 2025 with a projected net profit of 170 million to 230 million yuan, driven by increased sales orders and revenue growth [7] - The second phase of the Xiamen Times project is set to produce 30GWh of battery cells, with construction expected to be completed by Q2 of this year [8] - The Chongqing project by Ruipu Lanjun-Saike Technology aims for an initial capacity of 12GWh, with total investment of 10 billion yuan and expected annual output value of 26 billion yuan upon full production [9] Group 3 - EVE Energy was recognized as the world's first cylindrical battery lighthouse factory, achieving certification for its advanced manufacturing and digital solutions [10][11] - Portugal signed six investment agreements totaling 30.77 billion euros, with four projects related to battery materials and electric vehicles, aimed at promoting energy transition [12] - Xiamen New Energy and Quan Feng Holdings signed a strategic cooperation memorandum to focus on lithium battery technology innovations [13] Group 4 - The Xiangdong lithium battery project in Hebei has been publicly accepted, with a total investment of 1.35 billion yuan and plans for a production capacity of 4GW [14] - Trina Solar signed two major projects, including a 250 MW/1 GWh energy storage project in Italy and a supply contract for battery storage systems in Latin America totaling 1.203 GWh [15][16] - Tianhua New Energy is planning an IPO in Hong Kong to enhance its international strategy and financing capabilities [18] Group 5 - Tianqi Lithium is expanding its lithium hexafluorophosphate project with an investment of 300 million yuan, increasing production capacity from 150,000 tons to 280,000 tons [19] - Hunan Youneng expects a significant increase in net profit for 2025, projecting a rise of 93.75% to 135.87% year-on-year [20] - Purtai's net profit for 2025 is expected to increase by 93.18% to 101.58%, driven by strong demand in the energy storage market [21] Group 6 - Rontgen High-Tech's production capacity for its core product has been fully sold out in Q1 2026, prompting the company to seek financing for new production lines [22] - The Democratic Republic of Congo submitted a shortlist of state-owned mineral assets to the U.S. for evaluation, including various mining projects [23] - Wanhua Chemical is advancing two lithium battery material projects with a total production capacity of 85,000 tons of lithium iron phosphate [24] Group 7 - Hunan Youneng is increasing its production capacity through a stock issuance, raising up to 4.788 billion yuan for new projects [25] - Lichi Intelligent passed the IPO review for its listing on the Growth Enterprise Market [27] - Efei Laser signed a 158 million yuan contract for lithium battery equipment, which is expected to positively impact future financial performance [30]

1月25日上午，北京市十六届人大四次会议开幕，北京市市长殷勇作政府工作报告。报告提出，在"十五 五"开局之年，北京要积极稳妥推进"双碳"工作，大力推行绿色生产生活方式。在绿色生活方面，市人 大代表、致公党朝阳区委主委曹信红提出，轨道交通建设力度还应该持续加大，同时要考虑不同交通方 式间的接驳便捷性，比如可在地铁周边建设更多的机动车、电动自行车停车场，满足市民绿色出行和换 乘需求。校对张彦君 ...