Core Insights - The synthetic rubber industry in China is entering a new phase of high-quality development during the "14th Five-Year Plan" period, with clear future directions and expectations for growth [1][2]. Group 1: Industry Development Strategies - The industry is focusing on five major transformations: industrial collaboration, structural optimization, technological leadership, green low-carbon initiatives, and enhanced global competitiveness [1]. - The market share of high-performance synthetic rubber and specialty elastomers has increased from 30% at the end of the "13th Five-Year Plan" to 40% [2]. - There is a need for structural adjustments in the industry, supported by national policies and enterprise development, to address the reliance on imports for certain high-end synthetic rubber products [2]. Group 2: Technological Innovation - The industry requires collaborative efforts between the government and enterprises to drive the research and development of key technologies, such as high-end catalysts and green production technologies [6]. - Companies are encouraged to increase R&D investment, with leading firms aiming to allocate over 5% of their revenue to research [7]. - Establishing a national-level synthetic rubber technology innovation center is recommended to tackle critical technological challenges [6]. Group 3: Green Development - Green development is essential for the industry's transition from scale expansion to quality improvement, enabling integration into international high-end green supply chains [8]. - The industry has made significant progress in green transformation during the "14th Five-Year Plan," with the development of bio-based synthetic rubber and cleaner production processes [8]. - Companies are urged to increase the proportion of renewable energy used and aim for a 25% to 30% reduction in carbon emissions per unit product by 2025 [9]. Group 4: Internationalization Strategy - The synthetic rubber industry faces challenges from global trade protectionism, making international development strategies crucial for overcoming growth bottlenecks [11]. - The average export price of domestic styrene-butadiene block copolymer products has increased by 39%, now exceeding the import price by 12% [11]. - Continuous internationalization is expected to enhance the overall competitiveness of the industry and improve quality control and supply chain management [12].

Core Insights - The express delivery industry in China is experiencing rapid growth, with over 6000 packages entering the delivery channel every second and more than 5 billion packages collected daily, projected to exceed 180 billion packages by 2025 [1][2] - The industry is focusing on sustainable practices, achieving a packaging standardization rate of 86% over the past five years, reducing tape width by 25%, and decreasing material consumption by nearly 20% through smart packing algorithms [1][2] Group 1: Packaging Innovations - The introduction of the "multi-life box" allows for packaging without tape, using only water-soluble adhesive strips, contributing to a closed-loop system of "use-recycle-reuse" [1] - Over the past five years, the annual recycling and reuse of cardboard boxes has exceeded 800 million units [1] Group 2: Transportation and Logistics - The industry is adopting new transportation models, such as the "trunk railway class + two-end distribution" model, which allows for expedited delivery times, such as 37 hours from Shaanxi to Xinjiang [2] - The optimization of transportation modes has led to increased loading rates and reduced empty running rates, contributing to carbon reduction and efficiency improvements [2] Group 3: Green Initiatives - The express delivery sector has made significant strides in green transformation, with 4.48 million square meters of photovoltaic installations and over 1,000 green distribution centers established [2] - The promotion of original packaging, simplified packaging, and integrated packaging is key to reducing excessive packaging in the industry [2]

Group 1 - The core focus for Yancheng High-tech Zone in 2026 is to implement the "Five Major Actions" to drive development, emphasizing reform, innovation, and project execution [1] - The "Major Project Breakthrough" action aims to strengthen key industries such as new generation information technology, high-end equipment, and new energy, while also focusing on future industries like third-generation semiconductors, advanced materials, and artificial intelligence [1] - The "Industrial Scale Leap" action is designed to enhance the scale and quality of industries, with a focus on creating a national-level flexible microelectronics industry cluster and supporting the growth of leading enterprises like Weixin Electronics [1] Group 2 - The "Integration of Science and Industry Empowerment" action seeks to enhance the synergy between technological innovation and industrial development, aiming to establish a national key R&D program for high-tech achievements [2] - The "Urban Economic Doubling" action focuses on coordinated planning of industrial development, urban morphology, and talent needs, promoting the construction of a vibrant integrated demonstration area [2] - The "Park Reform Demonstration" action emphasizes the need for deeper reforms in areas such as investment attraction, industrial cultivation, and technological innovation, aiming to create a stable and transparent business environment [3]

胜利油田积极推进新能源产业建设，在功勋井营二井区域实施的风光热储多能互补综合利用项目，被誉为"传 统能源和新能源结合的典范" 在CCUS示范工程樊128站，工作人员正在检查设备运行情况，保障二氧化碳注入平稳运行 胜利油田集中式光伏发电项目—孤东106兆瓦集中式光伏项目现场 胜利济阳页岩油新兴油田成为我国率先通过国家有关部门评审备案的亿吨级页岩油田，标志着我国陆相断陷 盆地页岩油领域勘探开发的重大突破；国内油气领域率先建成"源网荷储"一体化智慧能源系统，累计建成光 伏装机572兆瓦，年发绿电能力达到7.4亿千瓦时，实施新能源项目184个，油气生产绿电使用占比达25%；率 先高质量建成国内百万吨级CCUS（二氧化碳捕集、利用与封存）示范工程，全链条技术装备体系达到领先 水平，年减排二氧化碳百万吨。 时间不语，却标注着奋斗的足迹。 中国石化胜利油田始终牢记"端牢能源饭碗"核心职责，巩固提升油气产业、培育壮大新能源产业、前瞻布局 绿色低碳产业、不断拓宽传统能源发展路径、加速上扬"第二增长曲线"。"十四五"以来，累计生产原油 11554.56万吨、天然气40.15亿立方米，为保障国家能源安全贡献胜利力量。 向深而进 打 ...

转自：成都日报锦观 智造航空港 幸福公园城 双流：创新公园城市空港表达 星际荣耀双曲线-2Y可回用运载火箭垂直起降飞行试验。 空中客车（成都）首架飞机拆解回收利用。 一张成绩单 【"数"说"十四五"】 彭镇观音阁百年老茶馆。 摄影 王琦 摄影 刘婷 晨光中，双流国际机场，一架满载货机划破长空，飞往法国巴黎；不远处，通威太阳能智能制造车间内，机械臂精准完成了一组光伏组件的封 装。 暮色里，彭镇观音阁百年老茶馆茶香依旧，几位老茶客意犹未尽，讨论着新开不久的托育园。 从国际枢纽到现代化车间、从城市会客厅到乡村老茶馆，一幕幕跨越时空的场景在成都双流和谐共生，勾勒出"智造航空港 幸福公园城"量质 齐升的发展答卷。 "十四五"期间，双流以成都建设践行新发展理念的公园城市示范区为统揽，加快创新公园城市示范区空港表达，开创了经济社会各项事业全面 进步的良好局面，为"十五五"时期乘势而上、加快建设"智造航空港 幸福公园城"奠定了坚实基础。 经济保持稳步增长 地区生产总值 从2020年的1002亿元上升至2024年的1241亿元，年均增长5.26%； 三次产业比重 从2020年的1.8:31.7:66.5调整为2024年的1.2 ...

Core Insights - The article discusses the strategic implementation of a new industrialization initiative in Tai'an, focusing on enhancing industrial strength and innovation to address existing development bottlenecks [2][9]. Group 1: Industrial Strategy and Framework - Tai'an's new industrialization strategy is built on a "1+N" framework, which aims to create a robust organizational structure for industrial development, involving key leaders and specialized teams [2]. - The city has established a comprehensive planning system targeting four pillar industries: high-end equipment manufacturing, new materials, modern food, and high-end chemicals, along with several advantageous industries [3][4]. Group 2: Policy Support and Economic Impact - Tai'an has developed over 330 core policies to support industrial growth, including financial incentives and streamlined processes for businesses, resulting in significant tax refunds and funding for enterprises [4][12]. - The industrial value-added tax refunds reached 4.03 billion yuan, and the "Strong Industry Loan" program provided 69.527 billion yuan to 9,509 enterprises, fostering a substantial increase in the number of industrial enterprises [4][12]. Group 3: Pillar Industries Development - The four pillar industries have shown significant growth, with Tai'an's high-end equipment and new materials sectors achieving national competitiveness, including a 60% market share in certain steel products [3][5]. - The modern food industry has expanded from 119 to 204 regulated enterprises, with notable companies achieving over 1 billion yuan in revenue [7]. Group 4: Technological and Green Transformation - Tai'an is focusing on technological innovation and green transformation, with a reported 95.1% coverage of digital transformation among regulated industrial enterprises [10][11]. - The city has implemented numerous projects aimed at reducing energy consumption and increasing renewable energy capacity, with a 19.8% annual growth in installed renewable energy [10]. Group 5: Future Outlook and Goals - The city aims to further enhance its industrialization efforts during the "15th Five-Year Plan" period, focusing on smart, green, and integrated development to build a modern industrial system [14][15]. - Tai'an's industrial value added is projected to increase its share of GDP from 24.6% to 27.4% by 2024, indicating a strong commitment to industrial growth [14].

2025年，A股在政策、估值、盈利、资金四重支撑下走出了牛市行情。2026年作为"十五五"规划开局之 年，经济转型深化与政策发力预期叠加，但A股市场细分赛道的分化却愈发明显，在这样的背景下， 2026年的投资机会如何？驱动2026年行情的核心变量是什么？哪些领域可能成为市场资金新的"共识"？ 对于这些问题，私募大佬们又有着怎样独到的判断？近日，《每日经济新闻》记者(以下简称NBD)就带 着这些问题，专访了上海保银私募基金管理有限公司总经理及基金经理李墨(以下简称保银基金李墨)。 首先，2025年为市场确立了坚实的"政策底"与"资金底"。政策上，从2024年9月首提"适度宽松"到2025 年12月会议的再次定调，表明宽松已不再是权宜之计，而是构建长效机制的宏观基准，这为长期风险偏 好提供了"定海神针"。资金上，数据已验证了信心的实质性回归："长钱"考核机制优化下，险资全年预 计贡献超4000亿元增量；北上资金三季度持仓市值创下2.59万亿元新高；叠加全年日均成交额重回1.1万 亿元上方，市场的承接力与定价效率已显著跃升。 然而，行情的持续性面临"结构性分化"的挑战。虽然以硬科技为代表的新质生产力板块在三季度率先 ...

转自：央视新闻客户端 记者昨天从中国宝武获悉，我国首条百万吨级近零碳钢铁产线在湛江全线贯通。标志着我国钢铁行业在绿色低碳发展领域取得重大突破。 这条产线采用先进的氢冶金电熔炼工艺技术路径，用氢气当"主角"，取代了传统的焦炭，大大减少了碳排放。为我国钢铁行业摆脱传统化石能源的深度依 赖，提供了一条全新的路径。核心氢基竖炉产出的直接还原铁，金属化率达到预期目标；高效绿色的电炉等设施，进一步提升了能源利用效率。与传统工艺 相比，这条产线可降碳50%～80%。这种氢基炼钢的技术，颠覆了传统钢铁高耗能高污染的冶炼工艺，让钢铁变得越来越绿色低碳。 中国宝武宝钢股份湛江炼钢项目组长 王洪亮：百万吨级近零碳钢铁产线每年可减碳超314万吨，相当于再造2000平方公里的森林。为钢铁企业的低碳转型提 供了示范，为钢铁行业的高质量发展贡献力量。 记者独家探访绿色钢铁"梦工厂" 这些近零碳钢铁是怎样炼成的？总台央视记者独家探访了这个绿色钢铁"梦工厂"。 总台央视记者 古峻岭：我现在是在国内首套百万吨级氢基竖炉顶端。它也是国内最大的氢基冶炼生产线。它改写了传统钢铁冶金高耗能、高污染的生产方 式，一天就可以减排二氧化碳2500吨，是目前最 ...

日前，提请十四届全国人大常委会第十九次会议首次审议的南极活动与环境保护法草案，对考察、旅 游、航运、渔业等南极活动作出规范。从迅速发展的南极旅游业，到包括磷虾捕捞在内的南极渔业，都 将在我国法律层面实现有法可依。 目前全球南极磷虾捕捞业、南极旅游业迅速发展，通过国家层面的立法来规范南极活动、保护南极环 境，有利于加强我国南极活动统筹协调和监督管理，进一步增强南极活动能力，为实现和平利用南极夯 实法律基础。 新华社北京12月25日电 题：从旅游到渔业，我国拟立法规范南极活动保护南极环境 新华社记者王立彬 目前，极地旅游低碳设备领域的国产化进展较快。资深业内人士认为，草案鼓励以低碳方式开展南极活 动，为国产设备推广创造了有利环境。立法的积极意义在于"有章可循、边界清晰"，它明确了南极旅游 的许可、环保责任等，将为旅游提供清晰、稳定的合规边界。 草案规定，申请南极考察、旅游、航运等活动许可，应当向国务院海洋主管部门提交南极活动方案、环 境影响评估文件、应急计划、财产担保和保险证明等申请材料。 南极旅游，能"带走"当地的小动物吗？根据草案，捕捉、获取或者以其他任何方式干扰南极动物、植 物，以及采集陨石等行为，都是被禁 ...

Core Viewpoint - The rebranding and renovation of the former Anzhen Hualian Shopping Mall into the Yuan Yang Anzhen Plaza represents a significant transformation, revitalizing a historical site into a modern "green oxygen" complex that meets contemporary urban needs [2][4]. Group 1: Project Overview - Yuan Yang Anzhen Plaza is located at the intersection of Beijing's central axis and the North Third Ring Road, officially unveiled on December 24 [1]. - The project has been redefined and activated by Yuan Yang Group, transitioning from a traditional department store to a mixed-use complex that integrates corporate offices and commercial functions [2]. Group 2: Design and Renovation - The renovation emphasizes a "green and low-carbon" approach, creating a rare "green oxygen" complex in Beijing, addressing the lack of high-quality ecological commercial office spaces in the area [3]. - Significant structural changes were made, including the removal of multiple columns on floors 1 to 5 to create a 26.5-meter high atrium, enhancing natural light and improving the overall spatial experience [3]. Group 3: Market Context and Strategic Positioning - The project aligns with the "14th Five-Year Plan" where over 200 million square meters of commercial properties over 30 years old in first-tier cities will need revitalization, highlighting the importance of asset value reconstruction [4]. - Yuan Yang Group has successfully identified market trends and differentiated product advantages, positioning the plaza as a premium standalone office space for medium to large enterprises [2][4]. Group 4: Future Outlook - The transformation of Yuan Yang Anzhen Plaza is seen as a model for urban renewal in Beijing, with expectations for more historical landmarks to be revitalized under Yuan Yang's management, contributing to sustainable urban development [5].