1月6日，国内期市有色金属板块全线飘红。其中，沪铝期货主力合约报收于24335.00元/吨，涨幅达 3.29%。 需求方面，国新国证期货分析称，需求端表现压力继续提升，采销端表现收缩，贸易商接货增加，但下 游及终端接货偏少。规模下游加工厂保持一定需求，板带箔、工业材领域需求温和，其他领域消费压力 继续提升。 对于后市走势，五矿期货表示，海外地缘因素扰动下贵金属和铜价预计维持高位，对铝价仍有带动作 用。产业上看尽管铝价走高抑制下游开工，但海外铝库存维持相对低位和供应端扰动消息支撑下，铝价 有望继续震荡偏强。 宏观方面，据弘业期货（001236）介绍，委内瑞拉，格陵兰，伊朗均面临战争威胁。国际形势紧张，避 险情绪上升。同时美国政府通过新的财政方案，美元大跌。 供应方面，华联期货指出，国内电解铝运行产能相对稳定，在供给侧结构性改革与"双碳"目标的双重作 用下，电解铝产能扩张通道基本关闭，供应刚性日益凸显。海外虽存在一些供应扰动，但预计2026年增 量依然有限。 ...

Core Viewpoint - The development of zero-carbon parks is becoming a crucial driver for high-quality economic growth, with Nanjing Bank actively supporting this trend through innovative green financial products and deepening cooperation with government and enterprises [1]. Group 1: Support for Zero-Carbon Parks - Nanjing Bank has made significant progress in supporting zero-carbon parks by offering innovative financial products such as the "near-zero carbon factory" linked loan, which provides interest rate exemptions for companies achieving near-zero emissions [2]. - The bank has established a green low-carbon development co-creation center in the Jiangning Economic and Technological Development Zone, aiming to support the creation of Jiangsu's first "near-zero" demonstration factories and the first "zero-carbon outlet" in Nanjing [2]. - Nanjing Bank has provided over 1.3 billion yuan in green credit to support multiple zero-carbon industrial park pilot projects in Yancheng, focusing on sectors like green food, green infrastructure, and green energy [2]. Group 2: Innovative Financial Products - Nanjing Bank launched the "Park Support Plan" in 2021, offering tailored financial services to meet the diverse needs of zero-carbon park development [3]. - The bank provides comprehensive financing services for energy projects, contract energy management services to alleviate initial investment pressures, and financing leasing for green transportation upgrades [3]. - Nanjing Bank has introduced innovative financing options such as pollution rights and virtual power plant revenue rights, along with professional consulting services for carbon asset management [3]. Group 3: Strategic Partnerships and Future Outlook - Nanjing Bank has signed green low-carbon strategic cooperation agreements with nearly 30 parks, aiming for a win-win collaboration through specialized financial services and preferential policies [4]. - The bank has increased its green loan issuance, with an annual growth rate exceeding 30%, supporting the sustainable development of the regional economy [5]. - Nanjing Bank aims to deepen green financial product innovation and collaborate with various stakeholders to build a multi-win zero-carbon financial ecosystem, contributing to the national "dual carbon" goals [6].

Core Viewpoint - The People's Bank of China Suqian Branch is focusing on integrating green finance with rural revitalization, aiming to enhance ecological and industrial development in rural areas by optimizing financial support mechanisms [1][2]. Group 1: Financial Support for Rural Revitalization - As of October 2025, the agricultural loan balance in Suqian reached 287.92 billion yuan, accounting for 38% of total loans, the highest in the province [1]. - The green loan balance in Suqian reached 139.01 billion yuan by September 2025, showing a year-on-year growth of 44%, surpassing the overall loan growth rate by 34 percentage points [1]. - The Suqian Branch has issued a plan to enhance financial support for green and rural revitalization, promoting actions that guide financial institutions to increase funding in key areas [1][2]. Group 2: Innovative Financial Products - The branch has allocated 4.7 billion yuan for specialized re-loan quotas to support rural and green development, introducing products like "Re-loan + Flower Loan" and "Re-loan + Green Enterprise Loan" [3]. - Since 2025, financial institutions have utilized "Re-loan +" products to issue 17.76 billion yuan in loans for key rural revitalization areas, with 2.7 billion yuan directed towards green ecological projects [3]. - The introduction of "Water Rights Loans" has resulted in 2.26 billion yuan in financing, effectively meeting the needs of water-related enterprises [3]. Group 3: Policy and Incentives for Green Financing - The Suqian Branch is enhancing the promotion of transformation financial policies to encourage enterprises to apply for green financing recognition, establishing a green channel for financial institutions [4]. - Financial incentives include a subsidy for green financing guarantee services, aiming to reduce costs for eligible projects and improve access to financing [4]. - Collaborative efforts with various sectors have led to the launch of "Environmental Protection Loans," providing favorable rates for projects related to pollution control and ecological restoration [4]. Group 4: Green Finance Innovation and Development - The Suqian Branch is actively promoting the establishment of a provincial-level green finance innovation reform pilot zone, focusing on the integration of green finance with rural revitalization [5]. - Four local rural commercial banks have completed annual environmental information disclosure, with one institution exploring climate stress testing, contributing to low-carbon transformation [5].

Core Insights - The article discusses the release of the first voluntary greenhouse gas emission reduction (CCER) project methodology for renewable energy electrolysis hydrogen production in China, which aims to convert emission reductions into tradable carbon assets [1][2] - Hydrogen is recognized as a clean and efficient energy source, with global hydrogen consumption projected to reach 105 million tons by 2024, while China's hydrogen production exceeds 36.5 million tons, accounting for 24% of global output [1] - The methodology is expected to significantly contribute to achieving carbon neutrality goals by promoting the use of clean hydrogen in industries such as steel, chemicals, and transportation [2] Group 1 - The methodology allows for the conversion of emission reductions from clean hydrogen production into tradable carbon assets, thereby enhancing the economic viability of renewable hydrogen projects [2] - Currently, fossil fuel-based hydrogen production accounts for 98% of China's hydrogen output, with renewable energy electrolysis hydrogen making up only about 1%, indicating a high carbon intensity in hydrogen production [1] - The cost of renewable hydrogen projects is currently 2-3 times higher than fossil fuel-based hydrogen, with 26 existing projects operating at a loss [1] Group 2 - The methodology specifies that eligible projects must be newly established renewable energy electrolysis hydrogen projects powered primarily by self-owned wind or solar power plants [2] - It is estimated that existing eligible projects could achieve annual emission reductions of approximately 1.57 million tons of CO2 equivalent, with potential increases to about 6 million tons by 2030 as renewable hydrogen production rises to around 5 million tons [2] - The methodology is expected to benefit a wide range of stakeholders, particularly green hydrogen project owners in resource-rich regions, and will stimulate the release of green hydrogen capacity for industrial users [2]

读懂建设能源强国的发展逻辑、思想力量和制度优势 能源是经济社会发展的重要物质基础和动力源泉。 习近平总书记指出："能源的饭碗必须端在自己手里。""加快建设新型能源体系，注重传统能源与新能源多能互补、深度融合。" "加快建设新型能源体系""建设能源强国"写入"十五五"规划建议；中央经济工作会议提出"制定能源强国建设规划纲要，加快新型能源体系建设， 扩大绿电应用"……一系列顶层设计为我国能源事业发展指明方向、提供遵循。 当前，世界百年未有之大变局加速演进，人类社会同时进入第六次科技革命、第四次工业革命和第三次能源革命"三大革命"叠合发展期，各国把能 源摆在了更加重要的战略位置，全球能源版图越来越深刻影响世界地缘格局。 全球最大能源生产国、能源消费国、能源进口国，全球最大新能源生产国和利用强国……放眼全球，中国已是毋庸置疑的能源大国。 从1949年中国一次能源生产总量仅0.2亿吨标准煤，到2024年达到49.8亿吨标准煤，增长249倍。 从1949年全国发电43亿千瓦时，到2024年超10万亿千瓦时，创造全球单一国家发电量的新纪录。 党的十八大以来，我国万元GDP能耗累计下降27.2%，是全球能耗强度降低最快的国家 ...

再算经济账，虽然光伏板和风机成本已经大幅下降，但绿电的系统成本依然高昂。为了让不稳定的绿电 更好用，我们需要建设庞大的储能设施，还要对煤电进行灵活性改造，这些都离不开真金白银投入。对 不少地区的企业来说，用绿电往往意味着更高的成本。 看市场机制，目前绿电市场存在一个现象——"想买买不到，想卖卖不出"。什么是绿电？怎么证明用的 是绿电？这涉及绿证和绿色电力交易。当前绿电认证体系还有完善空间，交易规则也较复杂，与国际接 轨还有一定距离。一些企业用绿电时往往面临着"不知怎么买""买了说不清"的尴尬局面。 扩大绿电应用，要从技术创新与市场机制上发力。大力发展储能技术，让绿电可以存起来；建设智能电 网，让绿电可以流动得更顺畅。只有解决了技术瓶颈，绿电才能真正成为主力电源。持续建设全国统一 电力市场，让绿电交易像买菜一样方便。同时，推广绿证制度，让每一度绿电都有据可查。此外，还可 以通过财税、价格等政策，让用绿电的企业尝到甜头，让发绿电的企业看到希望，形成共赢格局。 为推动能源转型，实现"双碳"目标，我国已建起全球最大的可再生能源体系。但能源转型的深层考验， 不仅在于绿电发得出，更在于用得好。2025年底召开的中央经济工 ...

"一方面，超临界二氧化碳更容易进入微小裂缝及低渗岩块中，把躲藏在孔隙中的原油驱赶出来，提高 原油产量；另一方面还能将二氧化碳永久封存地下，实现增油与降碳一举两得。"华北油田采油三厂工 程技术研究所CCUS项目技术员侯东星说。 经过细致的地质研究证明，项目团队发现潜山油藏具备使用CCUS技术的先天优势：上部盖层密封性 好、埋藏深，地层压力较高，地面井筒状况好，能产生强大的驱油动力，为高效驱油创造了绝佳条件， 最终采收率能提高27%。 项目团队将重点锁定在潜山顶部、井间以及稀井网区域，打破传统"采高避低"的开采定式，首创"顶部 注气、中低部采油"新模式，并通过缩小井距、加密井网，配合二氧化碳混相驱油技术，有效驱动原来 难以采出的原油。"这就像在瓶子的顶部注入气体，把中底部的液体从下面的吸管压出来。"侯东星形象 地解释。 （来源：河北日报） 转自：河北日报 京津冀最大碳驱油碳埋存项目累计注碳30万吨 增油与降碳一举两得 本报讯（贾楠、王瑶）京津冀地区规模最大的碳驱油碳埋存项目——华北油田八里西潜山油藏CCUS （二氧化碳捕集、利用与封存）先导试验项目，正将二氧化碳源源不断注入地层用于驱油作业。自2022 年底启动注 ...

Core Viewpoint - The article emphasizes the urgency of expanding green electricity (green power) applications in China to achieve carbon neutrality goals and enhance global competitiveness in manufacturing [1][2]. Group 1: Importance of Green Electricity - China has established the world's largest renewable energy system, but the challenge lies in effectively utilizing green electricity [1]. - The European Union's carbon border adjustment mechanism, effective from January 1, 2026, will require Chinese companies to provide clear proof of green production for products like steel and cement to avoid high tariffs [1]. - The reliance on fossil fuels and high dependence on foreign oil and gas highlight the need for energy security and a shift towards renewable energy to support national security and economic stability [1]. Group 2: Challenges in Green Electricity Application - The intermittent nature of wind and solar energy creates significant challenges for the power grid, leading to wasted green electricity due to insufficient grid capacity [2]. - Despite the reduction in costs for solar panels and wind turbines, the overall system costs for green electricity remain high, necessitating substantial investments in storage facilities and flexible coal power modifications [2]. - The current market mechanisms for green electricity are underdeveloped, with complexities in certification and trading, leading to difficulties for companies in purchasing and verifying green electricity [2]. Group 3: Solutions for Expanding Green Electricity Use - To expand green electricity applications, there is a need for technological innovation, such as the development of energy storage technologies and smart grids to enhance the flow of green electricity [3]. - Establishing a unified national electricity market and simplifying green electricity trading processes will make it easier for companies to engage in green electricity transactions [3]. - Implementing policies that provide financial incentives for companies using and producing green electricity can create a win-win situation, promoting broader adoption of green energy [3].

Core Viewpoint - The largest customer-side energy storage project in Chengdu has officially commenced trial operations, providing a significant boost to the local manufacturing sector by ensuring stable power supply and supporting the "dual carbon" goals [3][5]. Group 1: Project Overview - The energy storage system, located in the Sichuan Jintang Economic Development Zone, has a total power capacity of 25 megawatts and a battery capacity of 50 megawatt-hours, capable of storing up to 50,000 kilowatt-hours of electricity, which can meet the company's power needs for 0.2 days [4]. - The project utilizes lithium iron phosphate battery storage technology, known for its high charge and discharge efficiency and stable operation [4]. Group 2: Economic Impact - The energy storage system is expected to achieve an annual charging capacity of up to 30 million kilowatt-hours, potentially saving the company nearly 10 million yuan in electricity costs each year [4]. - The project adopts an intelligent operation strategy of "two charges and two discharges," charging during off-peak hours and discharging during peak hours, thus optimizing energy costs [4]. Group 3: Industry Development - The successful implementation of this energy storage project expands the application scenarios for user-side energy storage in Chengdu and injects new momentum into the exploration of the "source-network-load-storage" collaborative development model [5]. - The Jintang Economic Development Zone has already seen three energy storage projects operational, with plans for a 100MW/200MWh shared energy storage project to further support local enterprises [7].

Core Viewpoint - The article emphasizes the critical need for new materials in various strategic sectors such as information technology, energy, advanced manufacturing, and healthcare to support China's goal of becoming a technology and manufacturing powerhouse by 2035 [2][4]. Group 1: New Generation Information Technology - The rapid development of AI, supercomputing, and cloud computing necessitates new information materials, particularly in advanced computing and storage [4]. - Traditional silicon-based materials are nearing their performance limits, prompting the exploration of two-dimensional semiconductor materials like graphene and transition metal dichalcogenides for next-generation chips [4][5]. - Quantum computing materials, including superconductors and topological materials, are emerging as pivotal technologies in the computing sector [5]. Group 2: Communication and Networking - The next decade will see the evolution of communication networks, requiring new devices and materials such as wide bandgap semiconductors and high-performance optical components [6]. - The development of high-performance laser and electro-optic modulators is essential for F6G optical communication systems [6][7]. - Chip output and all-optical interconnect technologies are crucial for enhancing computing power and energy efficiency in data centers [7]. Group 3: New Energy Materials - The photovoltaic industry is a competitive sector for China, with N-type monocrystalline silicon battery technologies becoming mainstream [9]. - There is a need for advancements in thin-film solar cells and new stacked solar cell materials to maintain global leadership in solar energy [9][10]. - The development of high-performance energy storage materials, including solid-state and sodium-ion batteries, is critical for the electrification of transportation and energy sustainability [10]. Group 4: Advanced Manufacturing and Equipment - High-performance materials are essential for aerospace, robotics, and marine engineering, with a focus on lightweight and durable materials [17][19]. - The development of advanced structural materials for high-speed trains and aerospace applications is necessary to meet stringent performance requirements [21][19]. - The military sector requires lightweight materials that can withstand extreme conditions, with a focus on new composite materials and wide bandgap semiconductors [23][22]. Group 5: Healthcare and Biomanufacturing - There is a growing demand for regenerative biomaterials that can facilitate tissue and organ repair, addressing clinical needs [25]. - Minimally invasive repair materials and devices are becoming a significant focus in high-end medical equipment development [26]. - The push for biomanufacturing materials, including bioplastics and bio-based chemicals, is crucial for reducing reliance on fossil resources and achieving sustainability goals [27].