格隆汇12月26日丨建研设计(301167.SZ)公布，根据安徽省住房和城乡建设厅网站近日发布的行政许可 审批公告，安徽省建筑设计研究总院股份有限公司申请的工程设计专业类新能源发电乙级资质通过审 批。该项资质的取得，完善了公司资质体系，标志着公司具备太阳能、地热、垃圾、秸秆等可再生能源 发电工程设计能力，有利于提升公司在该领域的业务拓展能力和市场竞争力，是公司紧跟国家"双碳"目 标推动主营业务增长的重要举措，对公司长期经营发展具有积极影响。 ...

中国能源报： 首批建设名单的落地是否达到预期效果？从本次申报情况看，我国目前零 碳园区建设的基础如何？ 凡鹏飞： 首批国家级零碳园区建设名单的落地，标志着我国"双碳"工作从顶层设计进入 了规模化、系统化推进的新阶段，整体开局良好。此次公布的园区名单严格锚定"单位能 耗碳排放"核心指标，筛选出的试点建设园区覆盖全国不同资源禀赋与产业类型。这不仅 是落实"十五五时期力争建成100个左右国家级零碳园区"的具体实践，更是为区域和产业 的深度脱碳确定了一批先行标杆。 从本次申报情况看，我国零碳园区建设的基础是坚实且富有活力的。一是各地申报积极性 高涨。本次零碳园区申报主体数量多，均为国家级、省级园区，已积累初步的能耗和碳排 放统计与监测等方面的经验。二是减碳技术路径清晰多元。各地已探索出绿电直连直供、 生物质和核电供热、分布式光伏、储能及智能微电网的协同减碳体系。三是应用场景广 泛。从本次公布的名单来看，零碳实践已覆盖传统工业园区、高新技术产业区等多种类型 园区，产业类型多元，不仅聚焦能源端转型，更深入到产业循环、数字化能碳管理等领 域，可望带动"以绿制绿"产业升级新模式。 中国能源报： 如何评价当下我国零碳园区建设的 ...

Core Insights - The article emphasizes the importance of innovation in the capital market, particularly for technology companies, highlighting that R&D spending among A-share listed companies exceeded 1.8 trillion yuan, with a year-on-year growth of 12% [1] - The company, Lingxiong Technology, has adopted a business model that shifts from traditional IT equipment ownership to a leasing and subscription model, significantly reducing initial investment and operational costs for enterprises [2][3] - The company has undergone a digital transformation since 2019, enhancing operational efficiency and enabling better asset management for over 40,000 clients [3] - Lingxiong Technology's practices contribute to environmental sustainability by extending the lifecycle of IT equipment and reducing carbon emissions, aligning with national "dual carbon" goals [4] - The company aims to foster a symbiotic ecosystem with its clients, leveraging capital market dynamics to drive higher quality and sustainable economic growth in China [5] Summary by Sections Innovation in Capital Markets - The capital market has introduced various policies to encourage innovation among listed technology companies, with significant R&D investments reported [1] Business Model Transformation - Lingxiong Technology's innovative model allows enterprises to lease IT equipment, reducing upfront costs by over 90% and operational costs by approximately 30% over three years [2] - The shift from ownership to usage rights reflects a broader change in the industry value chain [2] Digital Transformation - The company has implemented a comprehensive digital transformation, improving operational efficiency and enabling effective management of over 1 million devices across its client base [3] - This transformation supports clients in achieving high-quality growth while minimizing initial investments [3] Environmental Sustainability - Lingxiong Technology's recycling and leasing practices contribute to significant reductions in carbon emissions, with the potential to lower emissions by thousands of tons annually [4] - The company actively participates in building a credit and standardization system within the industry to promote high-quality development [4] Ecosystem Development - The company has established a collaborative ecosystem with over 40,000 clients, aiming to leverage capital market vitality to enhance economic sustainability and quality [5]

转自：新华财经 此次合作不仅彰显了光大银行践行绿色金融战略的责任担当，更体现了金融机构对源网荷储一体化模式 发展潜力的坚定信心。据了解，该项目投产后将充分发挥源网荷储协同优势，既提升新能源就地消纳水 平，又推动铁合金产业从"高耗高排"向"清洁高效"转型，节约标准煤、减少二氧化碳排放等环保效益显 著，同时将带动地方就业与产业链升级，助力内蒙古打造国家级绿色能源产业基地 。 下一步，光大银行呼和浩特分行将持续深化绿色金融产品创新与服务升级，加大对新能源、节能环保、 绿色制造等领域的金融支持力度，精准对接更多优质绿色项目，以高质量金融供给助力内蒙古能源革命 与生态保护协同发展，为实现"双碳"目标贡献金融力量。（李贺） 编辑：张震 在"双碳"目标引领与能源结构转型的关键节点，内蒙古新蒙新能源科技有限公司源网荷储一体化项目作 为全区首个源网荷储一体化铁合金项目，其项目主体母公司苏尼特右旗新蒙新材料有限公司近日获得光 大银行呼和浩特分行首笔1000万元贷款支持，为项目顺利推进注入强劲金融动力。此次信贷投放既是银 行业精准对接绿色能源项目的生动实践，也是金融与产业深度融合、助力地方经济高质量发展的重要举 措。 源网荷储一体 ...

来源：环球网 项目建设过程中先后攻克疫情防控、土地征用、施工建设推进及外部环境协调保障等难题。在各级政府 部门、西安铁路局大力支持和华能陕西公司的领导下，项目于2025年11月26日实现全线贯通，12月22日 完成开通运营相关手续办理。为确保首列煤炭调运与牵引试验按计划完成，公司各部门高效协作、顺畅 衔接，行车值班人员精准调度、全程把控，列检员严格执行安全标准，在规定时间内顺利完成首列煤炭 12月25日11:00，伴随着一声汽笛长鸣，华能铜川照金煤电有限公司铁路专用线首列煤炭顺利抵达电厂 卸煤站，标志着这条践行国家"公转铁"战略的能源通道正式投入运营。 编组及返程任务。此次专用线正式开通运营，不仅全面检验了项目建设质量与相关设备的可靠性，更充 分彰显了公司上下同心、协同作战的优良作风。 铁路专用线的正式投运，改写了公司发电用煤长期依赖汽车运输的历史，将进一步强化区域电煤稳定供 应保障能力，为助力国家"双碳"目标实现、服务地方经济社会高质量发展注入强劲动力。 公司铁路专用线是华能集团首批"公转铁"重点示范项目。线路起于咸铜线梅家坪车站，途经富平县梅家 坪镇、三原县马额镇、铜川市新区坡头新材料产业园等区域，终点到 ...

国内心局 2025 年 12 月 26 日 开局之年, 地方如何"因地制宜" ? 部委与地方学习中央经济工作会议精神解析 中央经济工作会议后，中财办、相关部委及地方政府迅速推进会议精神的学习贯彻工作。其释 放的增量信息与政策信号有何深意？本文分析，可供参考。 中财办对中央经济工作会议的解读更具体,突出内需结构性变化与"反内卷"的三个层次等。 中央经济工作会议后,中财办、相关部委及地方政府围绕扩大内需、反内卷、新质生产力等方 向，密集开展会议精神的学习、解读与部署工作。各部门和地区部署亮点纷呈：中财办研判消 带结构演变等,财税部门聚焦财力保障,经济大省侧重开放布局,边疆地区强化安全建设。 中财办解读中央经济工作会议精神，重点强调财政"为未来风险留有余地"与货币政策"前瞻 性、科学性调节"两大核心方向。融资条件方面，其提出"促进社会综合融资成本低位运行"， 与此前货币政策执行报告"推动社会综合融资成本下降"的表述有所变化。 内需方面，中财办提出把握消费结构性变化,坚持投资于物与投资于人相结合。其指出"我国 正在从以商品消费为主转向商品消费和服务消费并重"，契合今年消费现状；投资方面则聚焦 消费类基建,并提出"靠前 ...

Core Insights - Three joint-stock banks under the AIC model have successfully completed their first external investments within a month of their establishment, focusing on technology-related sectors [1] Group 1: Investment Activities - Xingyin Investment has made at least three external investments, primarily in the lithium battery industry, including a C-round investment of 1 billion yuan in Ganfeng Lithium [2] - Zhaoyin Investment has also completed its first investment, contributing 5 billion yuan to Changan Automobile's subsidiary, Deep Blue Automotive, which is involved in intelligent vehicle technology [3] - Xinyin Jintou has invested approximately 64.42 million yuan in Shenzhen Ganghua Clean Energy, acquiring a 49% stake in the company [4] Group 2: Sector Focus - The three AICs have distinct sector focuses: Xingyin Investment targets the lithium battery and environmental refrigerant sectors, Zhaoyin Investment is concentrated on the smart automotive industry, and Xinyin Jintou is focused on clean energy [5] - Xingyin Investment's projects align with national "dual carbon" goals, emphasizing support for new energy and high-end manufacturing [5] Group 3: Strategic Collaborations - Xingyin Investment has signed project cooperation agreements with 12 companies, with a total intended investment exceeding 10 billion yuan [6] - Zhaoyin Investment's collaboration with Changan Automobile reflects a unique synergy within the bank's ecosystem, potentially leading to further capital market activities [6] - Xinyin Jintou aims to leverage its AIC license and resources from CITIC Group to serve local enterprises in the Guangdong-Hong Kong-Macao Greater Bay Area [7]

Group 1 - The central economic work conference emphasizes the need for structural changes in domestic demand and the concept of "anti-involution" across three levels [2][3][41] - The central financial office highlights the importance of leaving room for future risks in fiscal policy and the forward-looking, scientific adjustment of monetary policy [2][41] - The focus on optimizing consumption structure indicates a shift from commodity consumption to a balance between commodity and service consumption, aligning with current consumption trends [2][48] Group 2 - Investment strategies should combine investments in physical infrastructure and human capital, with a focus on consumer-related infrastructure projects [11][51] - The central financial office plans to implement major projects under the 14th Five-Year Plan and guide private investment towards high-tech and service sectors [11][51] - The emphasis on establishing a unified national market and "anti-involution" measures requires precise actions from the market, government, and enterprises [3][54] Group 3 - The fiscal and tax departments are focused on ensuring financial stability while addressing local fiscal difficulties, including the issuance of long-term special government bonds [4][58] - Financial regulatory bodies are using various tools to support the real economy and the real estate market, emphasizing the importance of timing and intensity in policy implementation [4][59] - The industrial departments are collaborating to cultivate new productive forces, particularly in digital transformation and key technology breakthroughs [4][65] Group 4 - Local governments are adapting the central economic work conference's spirit to their specific circumstances, focusing on breaking "involution," promoting "investment in people," and establishing a correct view of performance [5][66] - Different regions are pursuing development strategies based on their unique endowments, with eastern regions emphasizing outward competition and future technology, while central and western regions focus on green, transitional, and security aspects [5][34][66] - The emphasis on "investment in people" indicates a shift towards enhancing human capital alongside physical investments, with local governments recognizing the importance of this balance [5][66]

宏 观 研 究 国内政策 中央经济工作会议后，中财办、相关部委及地方政府迅速推进会议精神的学习贯彻工作。其释 放的增量信息与政策信号有何深意？本文分析，可供参考。 中财办对中央经济工作会议的解读更具体，突出内需结构性变化与"反内卷"的三个层次等。 中央经济工作会议后，中财办、相关部委及地方政府围绕扩大内需、反内卷、新质生产力等方 向，密集开展会议精神的学习、解读与部署工作。各部门和地区部署亮点纷呈：中财办研判消 费结构演变等，财税部门聚焦财力保障，经济大省侧重开放布局，边疆地区强化安全建设。 中财办解读中央经济工作会议精神，重点强调财政"为未来风险留有余地"与货币政策"前瞻 性、科学性调节"两大核心方向。融资条件方面，其提出"促进社会综合融资成本低位运行"， 与此前货币政策执行报告"推动社会综合融资成本下降"的表述有所变化。 内需方面，中财办提出把握消费结构性变化，坚持投资于物与投资于人相结合。其指出"我国 正在从以商品消费为主转向商品消费和服务消费并重"，契合今年消费现状；投资方面则聚焦 消费类基建，并提出"靠前实施具备条件的'十五五'重大项目"。 改革方面，中财办注重统一大市场与"双碳"建设。"反内卷"层 ...

在国家"东数西算"的宏大战略棋盘上，韶关，这座粤北山城，正肩负起粤港澳大湾区国家算力枢纽节点 唯一数据中心集群的时代使命。截至2025年底，这里已汇聚22个数据中心项目，总投资额突破600亿 元，形成了12万标准机架承载能力，可承载18万P算力的规模，华南最大的智能算力池呼之欲出。一座 服务湾区、辐射全国的智算新城加速崛起。 而在每一帧画面精准传输、每一次运算高效完成的背后，一条坚强可靠的"电力生命线"早已悄然织就， 一批南网人的奋斗身影，正为这场深刻的数字变革注入澎湃而稳固的动能。 正在建设中的粤港澳大湾区枢纽韶关数据中心集群。（潘跃鹏 摄） 规划先行，"电力等算力"的战略远见 算力生态的完善，离不开电力的基础保障。时间回溯到2022年，国家发展改革委等四部委批复同意在韶 关建设粤港澳大湾区国家枢纽节点数据中心集群，数字韶关春潮涌动。 南方电网广东韶关供电局变电专业工作人员正在110千伏浈数2变电站检测安装完成的室内GIS设备气密 性。（潘跃鹏 摄） 从那时起，南方电网广东韶关供电局便坚持电力先行，全力推动"电算协同"，编制了配套5座220千伏变 电站及14座110 千伏变电站的供电规划，以超前规划筑牢算力 ...