中化新网讯(记者郁红)在2025年12月31日召开的新闻发布会上，国家发改委政策研究室副主任、委新闻 发言人李超就第一批国家级零碳园区入围园区的特点及园区建设单位将承担的任务进行了介绍。 第三，发布建设名单不是戴帽子、挂牌子。建设零碳园区是一项创新性强、挑战性高的系统性、长期性 工作，发布名单不是为了打造"政策洼地"，而是要建设"绿色转型高地"。各地方、各园区要科学制定建 设路径，确保技术方案可操作、工程项目可落地、创新举措能实施、要素资金有保障，避免盲目决策、 贪大求全、大干快上，确保不辜负社会各界对零碳"先锋队""先行区"的期待。 四是工作基础扎实。52个园区中，有24个园区正在推进零碳园区相关重大工程和重点项目建设，另有24 个园区已启动前期工作并具备一定实物工作量，还有4个园区已形成明确建设路径规划。 五是预期效益显著。首批国家级零碳园区建成后，单位能耗碳排放约0.25吨/吨标准煤，仅为当前全国 园区平均水平的1/10。 但李超同时强调，第一，入选建设名单不代表已经建成零碳园区。国家发改委为国家级零碳园区设立了 1项核心指标、5项引导性指标，园区达到指标要求并通过评估验收后，才能正式成为国家级零碳园区 ...

Core Viewpoint - The State Council of China has issued the "Solid Waste Comprehensive Management Action Plan," aiming to enhance solid waste management and promote green transformation by 2030, marking a significant step in systematic governance of solid waste [2][3]. Group 1: Goals and Objectives - By 2030, significant improvements are expected in solid waste management, including effective control of historical waste stockpiles and a reduction in illegal dumping, with annual comprehensive utilization of major solid waste reaching 4.5 billion tons and recycling of major renewable resources reaching 510 million tons [3]. Group 2: Source Control and Reduction - The plan emphasizes source reduction of industrial solid waste through strict enforcement of policies, elimination of outdated production capacity, and promotion of green design and production processes to lower waste generation [4]. - It also addresses urban solid waste management by promoting construction waste classification, green construction practices, and integrating waste reduction costs into project budgets [4]. Group 3: Collection, Transfer, and Storage - The action plan aims to standardize urban solid waste collection and transfer systems, enhance waste classification and recycling, and improve information management for construction sites and temporary storage areas [5]. Group 4: Resource Utilization - The plan focuses on improving the comprehensive utilization of major solid waste, including smelting slag and construction waste, and encourages the recycling of agricultural waste and the development of remanufacturing industries [6]. - It also promotes the application of recycled materials and the establishment of standards for these materials, aiming to increase their usage in production [6]. Group 5: Special Rectification in Key Areas - The plan outlines initiatives for the remediation of historical solid waste storage sites, with a target of addressing over 60% of these sites by 2030, and emphasizes the management of phosphogypsum storage and utilization [7]. - It calls for technological innovation to support solid waste recycling and pollution control, including the development of key technologies and the revision of relevant guidelines [7].

事关固体废物综合治理，国务院重磅发文。 1月4日，据中国政府网消息，国务院日前印发《固体废物综合治理行动计划》（以下简称《行动计划》），旨在加强固体废 物综合治理，推进美丽中国建设，加快经济社会发展全面绿色转型。《行动计划》明确了到2030年的主要目标，并部署了推 动源头管控和减量、规范收集转运和贮存、提升资源化利用水平、增加无害化治理能力、实施重点领域专项整治等十方面主 要任务。 这是我国首个系统部署固体废物综合治理的政策文件。《行动计划》遵循减量化、资源化、无害化原则，旨在构建覆盖源头 减量、过程管控、末端利用和全链条无害化管理的治理体系，标志着我国固体废物治理迈入系统治理、全面推进的新阶段， 对推动绿色转型和高质量发展具有重要意义。 国务院重磅发布 1月4日消息，国务院近日印发《固体废物综合治理行动计划》，其中明确，到2030年，重点领域固体废物专项整治取得明显 成效，固体废物历史堆存量得到有效管控，非法倾倒处置高发态势得到遏制，大宗固体废弃物年综合利用量达到45亿吨，主 要再生资源年循环利用量达到5.1亿吨，固体废物综合治理能力和水平显著提升。 在推动源头管控和减量方面，《行动计划》提出，加强工业固体 ...

Group 1: Industry Overview - The Chinese futures market has played a significant role in supporting the high-quality development of the real economy during the "14th Five-Year Plan" period [1] - The implementation of the Futures and Derivatives Law has provided a strong legal guarantee for creating a safe, standardized, transparent, and open capital market [1] - The State Council has established a comprehensive regulatory framework to enhance risk prevention and promote high-quality development in the futures market [1] Group 2: Market Developments - Futures companies are accelerating their transformation into specialized, technology-driven comprehensive derivatives service providers, expanding into OTC derivatives and risk management services [1] - The "insurance + futures" model has been continuously expanded, covering various commodities such as live pigs, soybeans, and apples, becoming a crucial tool for rural revitalization [1] - The Shanghai Futures Exchange has successfully launched new futures and options products, enhancing its service capabilities for modern industrial systems [5] Group 3: Future Directions - The "15th Five-Year Plan" marks a new starting point for the futures industry, with a focus on risk prevention, strong regulation, and promoting high-quality development [2][3] - The industry aims to enhance its digital transformation and improve real-time monitoring capabilities to better serve the market [3] - The Guangzhou Futures Exchange is committed to becoming a green futures exchange, focusing on green low-carbon transformation and high-quality development [14]

Group 1 - The core issue facing the European economy is the tension between trade liberalization ambitions and internal protests, particularly from farmers against the EU-Mercosur trade agreement and the shift in the EU's 2035 zero-emission target to a 90% reduction [1][2] - The European economy is in a "rebalancing" phase, with a focus on reshaping supply chains amidst geopolitical and trade shocks while also addressing inflation and demand recovery [1][2] - The European Central Bank (ECB) has indicated that trade uncertainties and tariffs are suppressing investment and consumption, leading to a sustained drag on growth [1][2] Group 2 - The ongoing Ukraine crisis is raising geopolitical risk premiums, and energy price volatility continues to exert pressure on European corporate costs [2] - The European Commission forecasts that the eurozone debt ratio will rise to approximately 91% by 2027, complicating stimulus efforts as the region balances growth, debt control, and transformation investments [2] - The eurozone's inflation rate was reported at 2.1% in November 2025, with persistent structural inflationary pressures, particularly in services and core inflation, prompting the ECB to adopt a cautious policy stance [2] Group 3 - Looking ahead to 2026, the European economy faces both potential opportunities and new risks, particularly regarding defense and infrastructure investments that could stimulate new growth [3] - The ECB projects a decrease in inflation from 2.1% in 2025 to 1.9% in 2026, which may provide more policy flexibility, contingent on external shocks [3] - The European economy is expected to encounter challenges from external friction extending beyond traditional trade disputes to include digital regulations, which could impact investment sentiment more significantly than immediate export data [3] Group 4 - Internal structural weaknesses are the primary risk to the European economy, with low growth potentially persisting due to issues such as weak productivity, aging populations, and energy cost fluctuations [4] - The economic relationship between China and Europe remains a critical variable for external demand and supply chain stability, with bilateral trade at approximately $780 billion and investment stock exceeding $280 billion [4][5] - The future of EU-China economic relations will largely depend on Europe's ability to view China as a source of growth and industrial opportunity rather than merely a risk [5]

对此，姜昊求认为，竞争绝不意味着合作空间压缩或互补性减弱，韩中经济关系呈现竞争与合作并存局 面，两国可通过各自技术优势形成互补。两国企业可通过促竞争、提效率、谋利益，惠及全球消费者， 实现"正和博弈"。"尤其在未来的新兴产业，双方合作大于竞争。" 他表示，人工智能、新能源产业等是引领新一轮产业革命的核心领域。在这些产业发展过程中，韩中两 国企业若能加强战略沟通，充分发挥各自产业优势，扬长补短，双方将有机会共同建立起以"水平合 作、人工智能"为基础的东亚新生产网络。 目前，中韩两国多家企业正通过资本与技术整合等途径，在多个新兴产业领域开展深度协作。韩国三星 SDI作为主要从事电池、电池材料及新材料研发和生产的企业，其偏光片业务在技术研发等方面具有核 心竞争力。中国昊盛科技集团控股的恒美光电去年9月正式完成对三星SDI偏光片业务的并购交割，进 一步深化了中韩企业在光电显示产业的合作。 在姜昊求看来，韩中经济正迎来新的机遇期。人工智能、数字经济、服务贸易、绿色转型、第三方市场 合作等领域，均为韩中两国高度重视的发展方向，双方应加强沟通，共同探讨合作方案，拓展新的合作 空间。 姜昊求表示，韩中经济合作应在两国政府的推 ...

Group 1: Market Dynamics - The precious metals market experienced significant volatility, with silver rising nearly 150% and gold surpassing $4,300 per ounce, marking the strongest annual performance since 1979 and indicating a systemic loss of confidence in the global monetary system centered around the US dollar [1] - The US dollar index (DXY) fell over 9% in 2025, with a 10.6% drop in the first half of the year, representing the worst performance since the collapse of the Bretton Woods system in 1973 [2] Group 2: Monetary Policy and Dollar Credibility - The decline in the dollar's purchasing power is driven by a collapse in the credibility of the Federal Reserve's policies, with three interest rate cuts since September 2025, bringing the federal funds rate down to 3.5%-3.75% [3] - There are concerns about the politicization of monetary policy under the Trump administration, which could lead to a repeat of the 1970s "Great Inflation" scenario, where a lack of discipline in monetary policy resulted in a collapse of dollar credibility and a 2,300% increase in gold prices over a decade [3] Group 3: De-dollarization Trends - Central banks globally are significantly increasing their gold reserves, with emerging economies like China, India, Turkey, and Russia leading the charge, indicating a strategic shift away from the dollar [4] - Geopolitical tensions, such as the Ukraine conflict, have heightened awareness of the risks associated with over-reliance on dollar assets, prompting a reassessment of the dollar's safety [4] Group 4: Gold and Silver as Strategic Assets - Gold's status as a non-sanctionable and non-freezable ultimate settlement asset has been elevated, while the internationalization of the renminbi is creating a parallel payment system, enhancing gold's role as a neutral medium of exchange [5] - Silver's price surge reflects both its financial attributes and a surge in industrial demand, particularly driven by its role in the electrification and green transition [7][8] Group 5: Structural Changes in Precious Metal Demand - The buying structure for precious metals has fundamentally shifted, with central bank purchases, private accumulation, and industrial demand providing stronger support compared to the past decade dominated by ETFs and futures [9] - The disconnect between "paper gold" and "physical gold" indicates a growing preference for tangible assets over financial derivatives, reflecting a loss of confidence in dollar-denominated financial assets [9] Group 6: Historical Context and Future Outlook - Current market conditions are often compared to the 1979-1980 gold bull market, but a more accurate reference may be the 1971-1974 period following the Nixon shock, where gold prices rose nearly 400% amid a vacuum in monetary order [10] - The ongoing rise in precious metals is not merely speculative but represents a collective vote of global capital against the dollar-centric monetary logic, signaling an irreversible loss of confidence in the existing unipolar currency system [10][11]

Core Insights - The core viewpoint emphasizes the need for China and South Korea to explore new cooperation spaces and leverage their respective advantages for mutual benefit amid structural adjustments in their economic relationship and rapid developments in future industries [1][2]. Group 1: Bilateral Trade and Economic Cooperation - In 2024, the bilateral trade volume between China and South Korea is projected to reach $328.08 billion, reflecting a growth of over 60 times since the establishment of diplomatic relations in 1992 [1]. - China has been South Korea's largest trading partner for 21 consecutive years, while South Korea ranks as China's second-largest trading partner [1]. - The economic cooperation relationship is undergoing structural adjustments, transitioning from a vertical to a horizontal cooperation model, promoting equal collaboration [1]. Group 2: Emerging Industries and Strategic Collaboration - Competition between the two countries does not imply a reduction in cooperation space; rather, it presents opportunities for complementary advantages through technological collaboration [2]. - Key emerging industries such as artificial intelligence and renewable energy are identified as core areas for a new industrial revolution, where strategic communication and leveraging respective strengths can lead to the establishment of a new production network in East Asia [2]. - Companies like Samsung SDI and China's Haosheng Technology Group are already engaging in deep collaboration in emerging industries, exemplified by the acquisition of Samsung SDI's polarizer business by Haosheng Technology [2]. Group 3: Future Directions and Government Role - Future cooperation areas of high importance include artificial intelligence, digital economy, service trade, green transformation, and third-party market collaboration [2]. - The enhancement of understanding and trust between the two governments is crucial for fostering mutual benefits based on horizontal competition and cooperation [3].

Group 1 - The core viewpoint is that the surge in aluminum prices, surpassing $3,000 for the first time in three years, reflects the real costs of the green transition, driven by a global resource competition ignited by new energy demands [1][4] - The demand side is characterized by explosive growth in aluminum usage due to solar energy and electric vehicles, positioning aluminum as the "new oil" [4] - On the supply side, producing one ton of aluminum consumes the equivalent of 13 years of electricity for a household, with energy costs and geopolitical tensions tightening supply chains, leading to a global inventory crisis [4] Group 2 - The strategy involves two steps: first, to embrace "resource kings" by focusing on domestic leaders with bauxite and electrolytic aluminum production capacity to benefit from price increases [5] - The second step is to invest in "efficiency revolution" by targeting sectors that enhance resource utilization efficiency, such as aluminum lightweight technology and recycled aluminum [5] - The ultimate question posed is whether the rise in aluminum prices at $3,000 serves as a "booster" for the new energy revolution or a "cost stranglehold" for traditional manufacturing, prompting a choice between investing in upstream resource companies or downstream technology innovators [5]

会后，部分与会人员来到河南中联重科智能农机有限责任公司，察看大型智能农机装备研发生产情况。 刘宁强调，要把吃透用好政策和深化改革创新有机结合起来，紧抓中央"两重""两新"等重大政策机遇， 找准切入点发力点，完善配套政策举措，优化项目审批流程，用好政府引导基金、普惠贷款等工具，深 化"高效办成一件事"改革，营造一流营商环境。要把用好政府投资和激活民间投资有机结合起来，保持 合理政府投资力度，优化投资结构，强化资金监管，进一步促进民间投资发展，完善民营企业参与重大 项目建设长效机制，持续增强投资后劲。要把加强基建项目和做优产业项目有机结合起来，着眼于适度 超前、提质增效，谋划实施一批综合交通运输体系、新型能源体系、现代化水网、城市更新等基础设施 工程，深度对接国家新一轮重点产业链高质量发展行动，促进强链补链延链建链，让链式项目"多起 来"、产业链条"强起来"。要把强化科技创新和推进产业创新有机结合起来，一体推进教育科技人才改 革发展，立足特色优势产业，集中实施一批"揭榜挂帅"项目，完善以企业为主体、产学研高效协同深度 融合的创新体系，加快产业园区能级提升，因地制宜发展新质生产力。要把强化数智赋能和加快绿色转 型有 ...