天眼查显示，近日，江苏优废科技有限公司成立，法定代表人为叶勘，注册资本1000万人民币，由广东 优废环保科技有限公司全资持股。 经营范围含技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；环境保护专用设备制 造；环境保护专用设备销售；机械电气设备制造；机械电气设备销售；计算机软硬件及外围设备制造； 环保咨询服务；资源再生利用技术研发；资源循环利用服务技术咨询；物联网技术研发；物联网应用服 务；人工智能行业应用系统集成服务；机械设备研发；软件开发；软件销售；信息系统集成服务；碳减 排、碳转化、碳捕捉、碳封存技术研发；数据处理和存储支持服务；固体废物治理；电池销售；普通机 械设备安装服务；机械设备租赁；工程管理服务；工程技术服务（规划管理、勘察、设计、监理除 外）；信息系统运行维护服务；电子、机械设备维护（不含特种设备）（除依法须经批准的项目外，凭 营业执照依法自主开展经营活动） 企业名称江苏优废科技有限公司法定代表人叶勘注册资本1000万人民币国标行业科学研究和技术服务业 >科技推广和应用服务业>技术推广服务地址江苏省苏州市吴中区淞葭路699号卓凡科技产业园1幢311室 企业类型有限责任公司（自然人投 ...

Core Viewpoint - Perovskite batteries are emerging as a promising technology with significant potential for efficiency improvement and cost reduction, with a wide range of applications. China has made rapid progress in this field despite a late start, with breakthroughs in technology and the establishment of GW-level production lines leading to initial industrial transformation and market release [1][4]. Group 1: Market Size and Capacity - The market size for perovskite batteries in China is projected to grow from 130 million yuan in 2022 to 3.75 billion yuan by 2025, with an expected capacity increase to 4 GW [4]. - By 2026, the market size is anticipated to exceed 10 billion yuan, with new capacity reaching approximately 16 GW [4]. - The total capacity of perovskite batteries in China is expected to reach 161 GW by 2030 [4]. Group 2: Industry Chain - The upstream of the perovskite battery industry chain includes materials such as TCO glass, target materials, POE adhesive films, and butyl rubber, as well as equipment like coating and laser devices [4]. - The midstream involves the production and manufacturing of perovskite batteries and components, while the downstream applications are primarily in the photovoltaic sector, including BIPV, vehicle-mounted photovoltaics, and indoor photovoltaics [4]. Group 3: Competitive Landscape - Leading research teams globally include the European Thin-Film Solar Cell Research Alliance, Berlin University of Technology, Helmholtz Berlin Institute, UNIST, and several prominent universities and research institutions in the U.S. and China [6][7]. - The domestic landscape features key players such as GCL-Poly, Xinao Photovoltaic, and Extreme Electric Energy, alongside traditional photovoltaic giants like LONGi Green Energy, Trina Solar, and JA Solar [7]. Group 4: Development Trends - Perovskite solar cells have made significant advancements in efficiency and stability over the past decade, positioning them as a key technology in the photovoltaic field, comparable to silicon-based solar cells and other technologies [7][8]. - Future trends indicate a focus on further theoretical research, overcoming technical bottlenecks, reducing costs, enhancing stability, and optimizing structures, which are essential for the development of perovskite batteries [7].

"十五五"规划建议提出，加快经济社会发展全面绿色转型，建设美丽中国。站在"十五五"开局的新起 点，绿色转型已不再是单一的环保议题，更是重塑发展逻辑、增进民生福祉的重要引擎。通过协同推进 降碳、减污、扩绿、增长，将生态优势转化为经济优势，让绿色成为高质量发展最鲜明的底色，让良好 生态环境成为最普惠的民生福祉。 从发展逻辑看，绿色转型是高质量发展的必由之路，更是民生改善的坚实保障。当前，我国以碳达峰、 碳中和为牵引，将绿色发展深度融入经济社会全领域，致力于打破传统发展模式对资源环境的过度依 赖。这不仅有效破解了资源环境约束，更开辟了新的民生增长点。 需看到，绿色转型是系统工程，要协同推进。要统筹发展与减排，坚持先立后破推进能源转型，保障能 源安全与民生用能需求；要统筹城市与乡村，形成城乡绿色联动格局，让绿色生产生活方式扎根基层。 绿色发展没有终点。从顶层设计的政策引领到企业主体的创新实践，从产业的深度升级到全民的广泛参 与，绿色生产生活方式的加快形成，让高质量发展更有底气、民生福祉更有质感。只有久久为功、善作 善成，方能让天更蓝、山更绿、水更清，让绿色转型成果更多更公平惠及全体人民。 这一逻辑在各地的生动实践中得 ...

证券研究报告 | 金融工程 2026 年 2 月 2 日 A 股细化三大环境信披指南，国际气候行动持续分化 ——ESG 市场观察周报（20260201） 1、要闻速览：国内 ESG 信披细则落地，国际气候行动呈现分化 国内动态方面，沪深北交易所新增《第三号 污染物排放》《第四号 能源利用》 《第五号 水资源利用》三项可持续发展报告实操指南；香港金管局发布可持续金融 分类法 2A 阶段版本，新增气候转型与适应类别；国家能源局新批准成立 7 个能源 标准化技术委员会，完善绿色低碳标准体系。 国际动态方面，国际公共部门会计准则理事会（IPSASB）发布全球首项公共 部门气候相关披露标准；美国正式退出《巴黎协定》的生效程序完成；英国竞争与 市场管理局发布新指南，明确零售商需对供应链"漂绿"行为承担责任；欧洲九国 签署《汉堡宣言》联合开发北海 100 吉瓦海上风电及相关基础设施。 2、市场动向： ESG 指数表现分化，碳价与电力板块回调 本周国内代表性 ESG 主题指数分化，国内 300ESG、上证社会责任及 180 治 理指数分别上涨 0.49%、0.70%和 1.93%，而 SEEE 碳中和指数下跌 1.85%。 ...

南方财经记者郭晓洁 实习生王泽楠 广州报道 随着绿色金融市场的快速发展，相关的资讯和数据变得越来越丰富。绿色金融周报从宏观视角和机构绿 色金融实践等角度，关注绿色金融领域的最新前沿动态，追踪绿色金融市场的最新趋势，为绿色金融相 关参与方提供决策依据和参考。 一、重点关注 1.生态环境部将研究制定绿金支持美丽中国建设项目分类目录 1月28日，生态环境部例行新闻发布会上，相关负责人介绍下一步将优化金融市场支持政策。研究制定 绿色金融支持美丽中国建设项目分类目录，支持地方建立分级分类项目储备库，完善政银融资协调和项 目推介机制。推动支持民营经济和中小微企业绿色发展；强化行业自律政策。推动环境信息披露制度扩 面提质，加快构建以环境信用为基础的新型监管机制，加强环境信息、环境信用与绿色金融双向赋能。 此外，生态环境部将会同有关部门指导各地高标准推进美丽城市建设，加大对城市区域性环保建设项目 的金融支持。 21碳中和课题组快评：生态环境部计划制定支持美丽中国建设的绿色金融专项分类目录，将有助于构建 一套清晰的项目筛选与推荐标准，打通绿色项目与金融资源间的标准化对接渠道，提升资金配置的精准 性。 2.全国首笔中葡碳汇交易结 ...

Carbon Neutrality Policy - The National Energy Administration announced that the "14th Five-Year" energy plan is expected to be released in the first half of this year, aiming for a non-fossil energy consumption ratio of 25% and a new energy power generation capacity exceeding 50% by 2030 [3][4] - The "14th Five-Year" energy plan will focus on four key measures: supply diversification, industrial integration, expanding non-electric consumption, and collaborative consumption [3] - By 2025, China's wind and solar power installations are projected to exceed 430 million kilowatts, with a cumulative installed capacity surpassing 1.8 billion kilowatts [4] Green Certificate Trading - By 2025, the cumulative trading volume of green certificates in China is expected to reach 930 million, a year-on-year increase of 120%, with over 111,000 participants in the trading market [5] - The average trading price of green certificates is projected to rise to approximately 4.14 yuan per certificate in the second half of 2025, reflecting a 90% increase from the first half [5][6] - The demand for green certificates is shifting from policy requirements to strong market demand, with high-energy-consuming and export-oriented enterprises becoming the main consumers [6] Ecological Industrial Park Management - The Ministry of Ecology and Environment has revised the management measures for ecological industrial parks, emphasizing pollution reduction and carbon reduction [7][8] - The new management measures include a performance evaluation system and withdrawal mechanisms for parks that do not meet standards, along with incentives for green transformation [8] - The Ministry plans to launch a new batch of ecological industrial parks this year, promoting high-quality development through financial and technological support [8] Beautiful China Initiative - The framework for building a Beautiful China has been established, with 184 exemplary cases published, including 141 beautiful rivers and 43 beautiful bays [9][10] - The initiative aims to improve ecological environment quality and implement pollution prevention strategies, with a focus on solid waste management and new pollutant governance [10] Local Dynamics - Beijing aims to achieve a green electricity import scale of 65 billion kilowatt-hours by 2030, highlighting the need for regional collaboration in energy transition [11][12] - The city plans to enhance its energy structure and implement dual control of carbon emissions, aiming for international advanced levels in energy efficiency and carbon efficiency [11] Corporate Practices - The 21st Century Economic Report has been recognized for its environmental news reporting, reflecting the integration of carbon neutrality into mainstream economic narratives [13][15] - The report highlights the importance of environmental reporting in monitoring policy implementation and providing market references [15] - Envision Group's approach to building zero-carbon parks emphasizes collaboration among park management, enterprises, and service providers, focusing on new energy systems and digital management [16][17]

Group 1: Financial Performance - In 2025, the company's net profit attributable to shareholders is expected to be between 57,740,000 and 75,740,000 CNY, impacted by a significant decline in on-grid electricity prices due to intensified market competition and policy adjustments [1] - The average gross profit from power generation decreased, as the decline in fuel costs did not offset the adverse effects of falling electricity prices [1] Group 2: Power Generation Statistics - The company completed a total on-grid electricity generation of 1,212.22 billion kWh in 2025, representing a year-on-year increase of 1.46% [1] - Coal power generation accounted for 861.27 billion kWh, gas power generation was 246.24 billion kWh (a decrease of 2.72%), wind power generation reached 51.95 billion kWh (an increase of 5.14%), solar power generation was 40.79 billion kWh (an increase of 66.69%), and hydropower generation was 5.47 billion kWh (an increase of 30.24%) [1] Group 3: Future Projects and Plans - As of the end of 2025, the company has 5 million kW of coal power under construction, with approximately 3 million kW expected to be operational in 2026 and the remainder in 2027 [2] - The company has 294.2 million kW of gas power under construction, with about 970,000 kW expected to be operational in 2026 and the rest in 2027 [2] - The company is focusing on offshore wind power and large-scale renewable energy projects as part of its "14th Five-Year Plan" to accelerate energy transition in line with carbon peak and carbon neutrality goals [2] Group 4: Operational Changes - The Shaqiao C power plant, consisting of three 660 MW coal-fired units, was phased out by December 31, 2025, in compliance with provincial regulations [2][3] - The shutdown of the Shaqiao C power plant is not expected to affect the company's ongoing stable operations, and the company will manage employee placement and asset disposal accordingly [3]

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ -广告- 2026锂电关键材料及应用市场高峰论坛 会议背景 2026年，锂电行业正以磅礴之势开启新一轮周期性增长浪潮，其特征表现为需求端的强势复苏、全球 化版图的加速扩张、技术路线的颠覆性迭代，形成"量价齐升+技术跃迁"的螺旋式上升格局。 然而，从当前有效产能情况来看，电芯及各种材料的远期供应存在着一定的缺口。面对明确的供应缺 口，如何保障稳定、高效的供应链，将成为抓住这轮确定性增长的关键。 为把握锂电行业这一轮发展机遇，鑫椤资讯将于 2026年3月19日-20日 (19日报到)举办 2026锂电关键 材料及应用市场高峰论坛 。本届论坛将聚焦两大核心议题： 一：前沿技术及市场供需深度研讨 会议设置"碳酸锂专场"、"动力电池用关键材料专场"和"储能电池用关键材料专场"三大专题论坛，邀请 专家学者、头部企业及国际专家，通过多维度数据洞察、技术案例拆解与产业链协同对话，深度剖析 2026年锂电上下游供需格局演变，为行业提供前瞻性战略指引。 会议主办： 鑫椤资讯 会议时间： 2026年3月19-20日 会议地点： 江苏·常州 ...

公开资料显示，陈保国于2016年1月加入西部利得基金，现任公司权益投资部联席总经理、投资总监。 1月30日，西部利得基金发布公告称，基金经理陈保国因个人原因分别离任西部利得碳中和混合发起基金、西部利得汇鑫6个月持有期混合基金、西部利得景 瑞混合基金、西部利得绿色能源混合基金4只基金。至此，陈保国名下再无其他在管基金。 | 离任基金经理姓名 | 陈保国 | | --- | --- | | 离任原因 | 个人原因 | | 离任日期 | 2026年1月30日 | | 转任本公司其他工作岗位 | | | 的说明 | | | 是否已按规定在中国基金 | 是 | | 小协会办理变更手续 | | | 是否已按规定在中国基金 | 是 | | 业协会办理注销手续 | | 截至2025年末，西部利得碳中和混合发起基金持有股票占比为89.56%，持有债券占比为0.35%，前十大持仓个股分别为多氟多、盛新锂能、天赐材料、中矿 资源、骄成超声、金盘科技、宁德时代、亿纬锂能、华盛锂电、大金重工。 陈保国在西部利得碳中和混合发起基金2025年四季报中表示，四季度碳中和板块内部有所分化，锂电材料、碳酸锂、AI数据中心、商业航天相关产业链标 ...

Group 1 - The core viewpoint of the article highlights that data center photovoltaic and energy storage solutions, along with space photovoltaics, are expected to catalyze a new round of equipment expansion in the industry [1] - The demand for computing power is driving an accelerated need for stable, low-cost, and replicable photovoltaic + energy storage solutions in data centers, shifting the logic of ground photovoltaic installations from power-driven to computing-driven [1] - The development of low-orbit satellites and space computing is pushing space photovoltaics into the industrial verification stage, raising the requirements for efficiency, lightweight, and flexibility, thus opening up new opportunities for high-end manufacturing and customized equipment [1] Group 2 - SpaceX's application to deploy a million satellites to build an orbital AI data center network is expected to create more application opportunities for photovoltaics as a key energy supply method in the construction of orbital data centers, benefiting related photovoltaic equipment manufacturers [1] - The Carbon Neutrality 50 ETF (159861) tracks the Environmental Protection 50 Index (930614), which selects leading companies related to environmental protection from the Chinese A-share market, covering industries such as clean energy, pollution prevention, and resource recycling [1] - The index emphasizes the application of environmentally friendly technologies and sustainable development strategies, typically featuring good growth potential and a high sense of social responsibility [1]