在全球推进绿色转型与"双碳"目标的战略背景下，生物基化学品与材料作为生物制造产业的核心支 柱，凭借原料可再生、全生命周期低碳环保等核心优势，正加速替代传统石油基产品，在包装、纺 织、汽车等领域展现出广阔应用前景，成为全球产业绿色转型的关键赛道。 我国高度重视该领域发展，将生物基新材料列为关键战略材料，多项产业扶持政策持续落地。然 而，产业仍面临包括综合成本竞争力、原料供应链稳定、产品性能优化及终端市场接受度等关键问 题。 基于此， 2026年3月31日-4月1日 ，"第五届中国合成生物学及生物制造大会"将在杭州举办，其中设 置 【 生物基化学品与材料专场】 ，旨在汇聚产学研用多方智慧，破解产业发展难题，助力生物基 化学品与材料产业高质量发展。 大会介绍 0 1 大会时间 | 2026年3月31日-4月1日 大会地点 | 杭州市 大会规模 | 1000人 主办单位 | synbio深波 承办单位 | 享融智云 媒体支持 | synbio新农食、synbio新美护、synbio新材料、生物制造圈、合成生物学俱乐部 扫码 免费 报名参会 论坛设置 0 2 | | 会场一 | 会场二 | 会场三 | | --- | ...

近日，惠城环保(300779)接受多家机构投资调研时谈及未来"公司 20 万吨/年混合废塑料资源化综合利用 项目是公司未来发展的核心方向。该技术能将废塑料转化为高附加值的化工产品，被视为解决塑料污 染、能源替代和实现'双碳'目标的关键技术。" 独创技术让低值废塑料涅槃重生 随着工业化、城镇化的发展，"白色垃圾"治理已成为全球性挑战。针对混合废塑料的利用，惠城环保自 主研发的混合废塑料深度催化裂解（CPDCC）"一步法"技术的成功产业化，破解了行业"分类难、利用 效率低"的核心痛点。不同于市场上通用的"先热解制油、再加工成化工原料"的两步法流程，该技术无 需复杂分选，成功实现了将低值混合废塑料一步转化制成高附加值化工原料，真正意义上做到了"变废 为宝"，提升了资源化产品的价值链。 "公司产品主要面向两大市场：一是满足欧盟等对再生塑料含量有要求的高端包装市场；二是替代国内 现有的高端物理再生塑料市场。目前公司已打通从低值混合废塑料到高端聚烯烃产品的全产业链，低值 混合废塑料通过CPDCC技术产出高附加值化工原料后，进一步聚合生成与石化来源原生级性能一致的 聚烯烃材料，实现"废塑料—化工原料-绿色新材料"的闭环循环 ...

Core Viewpoint - The establishment of the first batch of 52 national-level zero-carbon parks marks a transition from strategic planning to implementation in China's zero-carbon park development, which is seen as a key component in achieving carbon neutrality and exploring systemic changes in the energy framework [2]. Group 1: Development Status - The cost of renewable energy has significantly decreased compared to traditional energy sources, providing a solid foundation for zero-carbon parks [4]. - Zero-carbon parks are becoming central to energy transformation, moving from marginal exploration to mainstream implementation, with successful examples across the country, such as the Ordos Zero-Carbon Industrial Park and the Chongqing AI City Park [4][5]. - These parks demonstrate that zero-carbon solutions are practical and replicable, focusing on integrated energy systems and collaborative supply-demand models [5]. Group 2: Challenges Faced - Despite rapid development, zero-carbon parks face multiple challenges, including insufficient flexibility in the energy system, leading to increased curtailment rates of renewable energy [6]. - Technical challenges include inadequate planning for multi-energy conversion and supply-demand coordination, which can result in resource misallocation and high costs [6]. - The complexity of achieving dynamic balance in energy supply and demand exceeds expectations, requiring advanced algorithms and computational power [6]. Group 3: Pathways to Solutions - A three-pronged approach involving technology, mechanisms, and cognitive shifts is necessary to overcome current challenges [8]. - Future energy systems must prioritize flexibility, with cross-disciplinary integration of technologies such as electric heating, hydrogen, and energy storage [8]. - Market mechanisms should be user-centered, allowing distributed energy to participate in real-time pricing systems to enhance flexibility and create new growth opportunities [8]. - Breaking traditional cognitive barriers and embracing innovative thinking is crucial for the development of zero-carbon parks, which should focus on collaborative and integrated energy solutions [8].

1月20日，国务院新闻办公室在北京举行新闻发布会，国家发展改革委谈2026年经济工作。国家发 展改革委国民经济综合司司长周陈表示，展望2026年，消费与投资、科技与产业、城乡与区域都将释放 出巨大的发展潜能。从点上看，新技术新产品新场景蔚然成势。我国新能源、新材料、航空航天等新的 经济增长点正在蓄势待发；从线上看，创新链产业链人才链加速融合。我国有完整的产业体系和超大规 模市场，也有全球规模最宏大、门类最齐全的人才资源；从面上看，动力源地区创新引领作用持续增 强。创新集群发展，北京（京津冀）、上海（长三角）、粤港澳大湾区国际科技创新中心。全球科技创 新高地和新兴产业重要策源地正加快打造。 ◆抓住三大潜能实现三个转变 《中国汽车报》：三大潜能对 2026 经济发展将起到怎样的促进作用？又将怎样影响汽车产业发展？ 干春晖：2026年，消费与投资、科技与产业、城乡与区域这三大发展潜能协同发力，将为中国经济 注入持续动力，也给汽车产业带来从做大到做强的关键机遇。说到底，就是通过需求升级带动供给创 新、技术突破改变产业面貌、区域协调放大整体优势，让汽车这个既关系国计民生又代表制造业水平的 行业，在畅通国内循环、参与全球 ...

Core Viewpoint - The article emphasizes the need for the development of new energy storage in Shanxi Province to transition from "scale construction" to "high-quality development" in order to support the achievement of carbon neutrality goals and promote the healthy development of new energy storage technology and industry [1][14]. Group 1: Opportunities and Challenges in New Energy Storage Development - **Opportunities**: By 2030, Shanxi Province aims to achieve a renewable energy development target of 178 million kilowatts. The rapid growth of renewable energy installations increases the pressure on the power system for peak regulation and supply assurance, making new energy storage a key component in building a new power system and a solid guarantee for achieving carbon neutrality goals [2][15]. - **Challenges**: There are safety risks such as fire hazards due to thermal runaway when constructing new energy storage projects in densely populated areas with concentrated loads and limited renewable energy grid connections. Additionally, large-scale centralized energy storage may lead to limitations in the provincial 500 kV and 220 kV grid structure, resulting in operational restrictions and difficulties in ensuring project profitability [3][16]. Group 2: Energy Storage Capacity Evaluation System - An initial four-level evaluation system for energy storage capacity has been established based on grid carrying capacity, categorized as "Excellent, Good, Medium, and Poor" [4][17]. - **Excellent**: The current grid can accommodate a certain scale of energy storage without operational restrictions [7]. - **Good**: The grid will meet the connection requirements after the commissioning of planned grid projects, but may experience short-term operational restrictions before commissioning [8]. - **Medium**: Energy storage capacity exceeds the current grid carrying capacity, leading to frequent operational restrictions [8]. - **Poor**: Energy storage projects face long-term and high-frequency operational restrictions during peak load periods, impacting grid stability and project profitability [8]. Group 3: Development Recommendations - Based on the energy storage capacity evaluation system, recommendations for energy storage project connections in various districts and counties of Shanxi Province by 2026 have been proposed [5].

此外，摘帽绝非仅仅是一项行政程序的完成，其本质是一场资本市场上关于公司持续经营能力与盈利真 实性的信任重建。在注册制改革深入推进、市场加速优胜劣汰的当下，只有业绩的持续改善，才能为公 司的价值回归提供坚实的注脚。如果说国资赋能与市场关注为易事特摘帽打开了预期空间，那么公司自 身基本面的实质性修复，则是决定其能否重塑价值的关键内核。 【环球网财经综合报道】近日，易事特（300376.SZ）接连完成两项重大进展。继1月14日成功"摘帽"复 牌后，公司于1月23日公告，荆州市国资委已批复同意荆江实业受让公司18.66%股份，公司控制权将正 式移交至荆州国资旗下。这两项进展标志着公司治理风险已获化解，并迎来具有产业协同潜力的国有资 本控股，为后续战略发展奠定了坚实基础。 在A股市场中，ST企业的"摘帽"之路往往道阻且长。不少上市公司因持续经营能力存疑、整改不力等原 因，多年受困于风险警示状态，甚至最终退市。相比之下，易事特从被实施其他风险警示到完成整改、 正式申请摘帽，用时仅一年，不仅是公司治理与基本面的实质性改善，也体现了公司重回健康发展轨道 的决心与执行力。 二级市场方面，截至2026年1月26日午间收盘，公司股 ...

Core Viewpoint - The article discusses the issuance of the "Guiding Opinions on the Construction of Zero Carbon Factories" by five departments including the Ministry of Industry and Information Technology, marking a significant step in promoting zero carbon factory construction as a national strategic action aimed at achieving carbon neutrality in the industrial sector [1][3]. Summary by Sections Zero Carbon Factory Definition and Goals - A zero carbon factory prioritizes the use of green electricity and energy-saving modifications to reduce carbon emissions, aiming for net-zero emissions through carbon offsetting via green trading [1]. - The construction of zero carbon factories is set to be included in government work reports by 2025, indicating its elevation from industry exploration to a national strategy [1]. Key Tasks and Industry Focus - The "Guiding Opinions" outline three clear aspects: construction objects, goals, and pathways, focusing on key industries such as automotive, lithium batteries, photovoltaics, steel, non-ferrous metals, and petrochemicals, which together account for over 65% of the industrial added value and approximately 50% of total carbon emissions in China [3][4]. Development Goals and Phased Approach - The document sets clear, phased development goals, emphasizing the need to establish low-carbon competitive advantages in sensitive international trade sectors by 2027, particularly in automotive and electronics [4]. - By 2030, the focus will shift to consolidating low-carbon achievements in foundational materials and consumer goods, promoting collaborative carbon reduction across supply chains [4]. Construction Pathways and Mechanisms - The "Guiding Opinions" propose a comprehensive lifecycle approach to carbon reduction, including scientific carbon accounting, source reduction, process reduction, consumption carbon fixation, intelligent carbon control, and efficient carbon management [5]. - It emphasizes the need for differentiated deployment of tasks among various stakeholders, including local authorities, enterprises, industry associations, and research institutions, to create a multi-faceted governance structure for zero carbon factory construction [5]. Four Guiding Principles - The article outlines four guiding principles for zero carbon factory construction: 1. **Prudent Development**: Tailoring strategies to industry characteristics and ensuring steady carbon reduction without compromising economic growth [7]. 2. **Systematic Advancement**: Integrating energy optimization, resource recycling, and supply chain collaboration into a comprehensive carbon reduction strategy [8]. 3. **Soft and Hard Integration**: Combining physical measures with robust carbon management systems to enhance overall carbon management capabilities [9]. 4. **International Leadership**: Establishing standards and databases that reflect China's characteristics and actively participating in international standard-setting [9]. Recommendations for Stakeholders - Local authorities are advised to implement science-based policies that consider regional industrial characteristics and avoid sacrificing normal operations for short-term emission reductions [12]. - Enterprises should focus on enhancing their green competitiveness by aligning with ESG disclosure requirements and establishing effective carbon management systems [12]. - Research institutions are encouraged to innovate standards and frameworks that support zero carbon factory construction, ensuring alignment with international practices [13]. Conclusion - The "Guiding Opinions" serve as a clear action guide and institutional framework, marking a solid step towards zero carbon development in China's industry, with the potential to set a global benchmark for industrial green transformation [13].

Core Viewpoint - The proposals submitted by Zhang Xiyong emphasize the need for high-quality development of the new energy storage industry in Beijing and the continuous promotion of the fuel cell vehicle demonstration city cluster in the Beijing-Tianjin-Hebei region, aligning with national strategies and carbon reduction goals [2][3][5]. Group 1: New Energy Storage Industry - The development of the new energy storage industry in Beijing is crucial for enhancing energy security and driving regional collaboration, leveraging the capital's technological innovation and green electricity demand [3][4]. - Zhang Xiyong suggests using the Beijing-Tianjin-Hebei collaborative development as an opportunity to strengthen planning and industrial synergy, capitalizing on Beijing's advantages in innovation and regional resources [4]. Group 2: Fuel Cell Vehicle Demonstration City Cluster - The "14th Five-Year Plan" identifies hydrogen energy as a core direction for future industrial layout, highlighting its strategic significance for clean energy transition in transportation and industry [5]. - The fuel cell vehicle demonstration city cluster in the Beijing-Tianjin-Hebei region has established a self-controlled and efficient industrial ecosystem, significantly contributing to the development of core components, hydrogen infrastructure, and cost optimization [5]. - The completion of the four-year demonstration period presents challenges such as insufficient policy alignment and weakened regional collaboration, making the continued development of the fuel cell vehicle cluster essential for consolidating existing advantages and addressing development bottlenecks [5].

Core Viewpoint - The Xinjiang Oilfield has achieved a significant milestone by injecting over 1 million tons of carbon dioxide (CO2) annually by 2025, marking it as China's first oilfield to reach this target, which plays a crucial role in the country's carbon neutrality goals [8][16]. Group 1: CO2 Injection Technology - The CO2 injection method enhances oil recovery by increasing pressure and reducing viscosity, allowing for the extraction of oil that traditional methods cannot reach [9][10]. - Compared to water injection, CO2 injection can improve oil recovery rates by 10% to 20%, achieving total recovery rates of 40% to 60% [10]. - The Xinjiang Oilfield has been utilizing CO2 for enhanced oil recovery since 2019, with successful pilot projects demonstrating significant increases in oil production [12][14]. Group 2: Carbon Capture, Utilization, and Storage (CCUS) - CCUS technology is essential for achieving carbon neutrality, with Xinjiang Oilfield being a pioneer in its application for oil recovery [11][12]. - The CO2 used for injection is sourced from industrial emissions in the surrounding areas, ensuring a sustainable supply for the oilfield [15]. - Approximately 80% of the injected CO2 is permanently stored underground, while the remaining 20% is recycled for further use [15][16]. Group 3: Environmental Impact and Future Prospects - The ongoing CCUS projects in Xinjiang Oilfield are expected to significantly contribute to carbon reduction efforts, with current injection rates reaching over 4,800 tons per day [16]. - The technology not only aids in oil recovery but also provides a pathway for the utilization of industrial CO2 emissions, aligning with national carbon reduction strategies [18][19]. - The successful implementation of CCUS in Xinjiang Oilfield serves as a model for other regions and industries, showcasing the potential for green transformation in the energy sector [19][20].

Core Viewpoint - Anhui Guozhi is leading the integration of assets for Waneng Electric Power (000543.SZ) to promote high-quality transformation through a significant investment plan involving the acquisition of a controlling stake in a subsidiary focused on new energy projects [1][4]. Investment Plan - Waneng Electric Power plans to invest a total of 45.41 billion yuan by contributing 100% equity of its wholly-owned subsidiary, Anhui Waneng Energy Trading Co., along with 17.27 billion yuan in cash to increase its stake in Anhui New Energy Venture Investment Co. to 51% [1][2][3]. Business Operations - The Energy Trading Company serves as the core platform for Waneng Electric Power's new energy asset operations, engaging in new energy project investments, electricity spot trading, and carbon emissions quota trading, with a total installed capacity of approximately 1.44 million kW [2][6]. - New Energy Venture focuses on investments, construction, and operation of solar, wind, and energy storage projects across multiple provinces, with a total installed capacity of about 3.46 million kW [2][6]. Financial Performance - For the first nine months of 2025, New Energy Venture reported revenues of 8.37 billion yuan and a net profit of 2.37 billion yuan, with total assets of 121.61 billion yuan and net assets of 40.99 billion yuan as of September 2025 [1][8]. - The Energy Trading Company achieved revenues of 3.03 billion yuan and 1.87 billion yuan in 2024 and the first nine months of 2025, respectively, with net profits of 634.33 million yuan and 846.75 million yuan [2][6]. Strategic Focus - The investment aims to resolve the issue of intra-group competition between Waneng Electric Power and its parent company, Waneng Group, while focusing on clean energy business development [4][5]. - Waneng Electric Power is transitioning towards clean energy, leveraging its stable coal-fired power base to enhance its business structure in line with national carbon reduction goals [6][7]. Future Plans - The company plans to accelerate the integration of wind and solar projects, expanding its clean energy portfolio and enhancing its market competitiveness through various development strategies [7].