新华社北京1月19日电（记者周圆）记者19日获悉，工业和信息化部等五部门日前联合印发《关于开展 零碳工厂建设工作的指导意见》，深挖工业和信息化领域节能降碳潜力，带动重点行业领域减碳增效和 绿色低碳转型。其中，提出2026年起，遴选一批零碳工厂，做好标杆引领。 ...

（来源：中化新网） 此次吊装的EO反应器外径近9.3米、单台净重1540吨，吊装重量达1756吨，内含超3.2万根精密换热管， 是目前全球直径最大、单体最重的EO反应器，也是中沙古雷乙烯项目乙烯深加工环节的关键设备。吊 装过程采用4000吨级履带吊与1350吨级履带吊双机精准协同，通过转体、提升、直立等一系列高难度动 作，平稳将这两台"巨无霸"安装就位。 随着所有大型关键设备安装就位，中沙古雷乙烯项目总体建设进度超93%，预计将于2026年建成投产。 该项目建成投产后，对于降低我国高端化工品对外依存度、保障能源和产业供应链安全，推动古雷石化 基地加快建成世界一流高端智慧绿色石化基地都具有重要意义。 福海创：抢开局答好"第一卷" 从数字化升级到"巨无霸"设备就位，从战略布局到技术攻坚，2026年伊始，福建能源石化集团旗下福建 中沙、福海创、东南电化等企业齐头并进，以一系列关键突破拉开"十五五"发展序幕。无论是服务"一 带一路"的重大石化项目，还是契合节能降碳战略的技术革新，均彰显了福建省属国企的责任担当与核 心竞争力，为保障能源供应链安全、推动产业高质量发展注入强劲动能。 福建中沙：快行动跑好"第一棒" 新年刚 ...

白皮书介绍，中国大力发展循环经济，全面提高资源利用效率，充分发挥减少资源消耗和减少碳排放的 协同效应。截至2024年底，建成废旧物资回收网点约15万个，各类大型分拣中心约1800个。2024年，煤 矸石、粉煤灰、尾矿等七种大宗固废综合利用率达59%，较2020年提高3个百分点。 白皮书指出，中国坚持系统观念，推进山水林田湖草沙一体化保护和系统治理，生态系统碳汇能力持续 增强，在世界范围内率先实现土地退化"零增长"、荒漠化土地和沙化土地面积"双减少"，近20年来为全 球贡献了约四分之一的新增绿化面积。2024年，森林覆盖率达25.09%，森林蓄积量达209.88亿立方米， 草原综合植被盖度达50.52%。目前，林草年碳汇量超过12亿吨二氧化碳当量。 国务院新闻办公室近日发布的《碳达峰碳中和的中国行动》白皮书指出，中国重点降碳路径全面落地见 效。中国深入实施节能降碳增效行动、循环经济助力降碳行动、碳汇能力巩固提升行动，取得积极成 效。 白皮书指出，中国始终坚持节能优先方针，推动能源消费革命，着力建设能源节约型社会。扣除原料用 能和非化石能源消费量后，"十四五"前四年中国单位国内生产总值能耗累计下降11.6%。通过 ...

Core Viewpoint - The industrial and commercial energy storage sector is evolving into a necessity for high-energy-consuming enterprises due to rising electricity costs, ESG zero-carbon transformation demands, and the need for grid stability [2]. Group 1: Project Developments - The "Penghui Energy & Sichuan Zhongfu 107.12MW/428.48MWh Green Hydropower Aluminum User-side Energy Storage Project" was officially launched in Guangyuan Economic Development Zone [3]. - This project is the largest user-side energy storage project in China, with all generated electricity supplied directly to Zhongfu Industrial for green aluminum production. It utilizes a "two charge, two discharge" operation mode and peak-valley pricing mechanism, optimizing energy costs and enhancing reliability [5]. Group 2: Market Trends - According to the "Expert Report on Energy Storage: 2025 Power Market and Intelligent Energy Storage Research," the Chinese industrial and commercial energy storage market is expected to reach an installed capacity of 4.74GW/12.11GWh by 2025, with a growth rate of 61.4%. This growth is driven by increasing energy storage needs from high-energy-consuming enterprises, with projects over 100MWh accounting for over 37.75% of the total capacity [6]. Group 3: Project Capacity Overview - A table lists various energy storage projects scheduled for completion by 2025, highlighting their power and capacity, such as: - Sichuan Green Hydropower Aluminum User-side Energy Storage Project: 107.12MW / 428.48MWh - Inner Mongolia Chuangyuan Metal User-side Energy Storage Project Phase I: 91.5MW / 366MWh - Jiangsu JXYG Steel 260MWh User-side Energy Storage Project: 130MW / 260MWh [7][8].

近日，记者从兰州市工信局获悉，国家工业和信息化部、发展改革委、市场监管总局联合发布2025年度 重点行业能效"领跑者"企业名单，兰州铝业有限公司与中国铝业股份有限公司连城分公司凭借亮眼的能 效水平和扎实的绿色转型成效，成功入选电解铝行业能效"领跑者"，为兰州市工业绿色高质量发展再添 闪亮名片。 近日，记者从兰州市工信局获悉，国家工业和信息化部、发展改革委、市场监管总局联合发布2025年度 重点行业能效"领跑者"企业名单，兰州铝业有限公司与中国铝业股份有限公司连城分公司凭借亮眼的能 效水平和扎实的绿色转型成效，成功入选电解铝行业能效"领跑者"，为兰州市工业绿色高质量发展再添 闪亮名片。 兰州铝业有限公司与中国铝业股份有限公司连城分公司始终锚定"高端化、智能化、绿色化"发展方向， 在节能降碳赛道上持续发力，走出了一条技术创新与管理升级双轮驱动的绿色发展之路。兰州铝业有限 公司以技术改造为抓手，大力推广"全石墨化阴极+磷生铁浇筑技术"升级改造，累计完成342台新型电解 槽大修改造，同步推进分布式光伏发电、氧化铝输送系统节能改造等项目，构建起能源高效梯级利用体 系。同时积极打造"工业互联网+能效管理"智慧平台，实现能 ...

点击注册小程序 查看完整报告 特别申明： （赵格格/刘星辰） 2026-01-14 本订阅号中所涉及的证券研究信息由光大证券研究所编写，仅面向光大证券专业投资者客户，用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户，请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限，若给您造成不便，敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 您可点击今日推送内容的第1条查看 【钢铁】电解铝现货周内价格创历史次新高水平——金属周期品高频数据周报（2026.1.5-2026.1.11） 2025年12月中央经济工作会议再提深入整治"内卷式"竞争及深入推进重点行业节能降碳改造，2025年12月底发 改委强调继续实施粗钢产量调控，我们认为中长期来看钢铁板块供给或将得到合理约束，板块盈利有望修复到 历史均值水平。 （王招华/戴默） 2026-01-13 您可点击今日推送内容的第2条查看 【基础化工】政策指引推动"AI+"转型，三大路径驱动化工企业智能化落地——石化化工行业"AI+"进展点评 今 日 聚 焦 【宏观】通胀担忧缓和，但短期降息必要 ...

Core Viewpoint - The 13th China Energy Conservation Association Conference on Energy Conservation and Low Carbon Development was held in Beijing, where the first annual "Top Ten Energy Conservation and Carbon Reduction Cases" was released by the State Grid Corporation of China and the China Energy Conservation Association [1][3] Group 1: Event Overview - The "Top Ten Cases" collection activity received active responses from energy industry enterprises, covering 13 provincial-level administrative units and involving various fields such as parks, ports, public institutions, industry, and agriculture [3] - The selection process included formal review, expert evaluation, on-site confirmation, and public voting, with over 210,000 users participating in the voting [3] Group 2: Objectives and Innovations - The release of the "Top Ten Cases" is part of the innovative practice of the Green State Grid platform, aimed at connecting upstream and downstream enterprises with end-users through a public service platform [3] - The State Grid Corporation has been promoting the "Power Supply + Energy Efficiency Service" model, conducting energy-saving activities, and providing on-site energy efficiency diagnosis services for public institutions and industrial enterprises [3] Group 3: Future Plans - The State Grid Customer Service Center plans to deepen cooperation with industry associations, providing precise recommendations for over 3 million users based on the core functions of the Green State Grid [3] - Continuous promotion and deep release of the demonstration value and industrial driving effect of the cases will be conducted, with a focus on digital technology as the core driving force to enhance energy efficiency services across society [3]

Summary of Key Points from Conference Call Records Industry Overview - The chemical sector has recently experienced an increase due to seasonal demand and long-term capital allocation, although some leading stocks have seen normal fluctuations [1] - The medium to long-term outlook for the economy is positive, with potential short-term volatility [1] - The organic silicon market has a favorable medium to long-term outlook, driven by foreign capital shutting down production lines and increasing global consumption demand [1][6] - The polyester filament and PTA markets are currently in a consumption off-season, with rising raw material prices affecting profitability [1][7] - The soda ash market has seen a recent price correction due to declining coal costs and new production capacity, with expectations of slight fluctuations in the first half of the year and potential upward movement in the second half [1][8] - Refrigerant prices are expected to continue rising in the first quarter, with significant long-term growth potential [1][9] - Potash prices have recently increased due to winter storage and spring farming demand, with a balanced supply-demand forecast for 2026-2027 [1][10] Key Insights and Arguments - Investment opportunities in the chemical industry for 2026 and 2027 are focused on cyclical products and companies with overseas growth potential, including major players like Wanhua Chemical and Luxi Chemical [3] - The organic silicon market is expected to see price increases due to its significant elasticity in cyclical markets, with companies like Xingfa Group and Jinan Yuxin showing potential [6] - The polyester filament and PTA markets are expected to improve as global economic recovery progresses, despite current profitability challenges [7] - The soda ash market is characterized by a recent price correction, with expectations of industry self-discipline due to losses and potential impacts from energy-saving policies [8] - The refrigerant market is projected to have a substantial long-term price trend, particularly for advanced refrigerants [9] - The potash market is expected to maintain stable prices due to balanced supply and demand dynamics [10] Additional Important Content - Soda ash is significantly influenced by international markets, with indirect export demand expected to rise from overseas infrastructure and photovoltaic industries starting in the second half of 2026 [2][13] - The domestic demand for soda ash is projected to be around 50% of global demand, indicating a strong indirect export component [13][14] - The price trends for soda ash in domestic and international markets are similar, suggesting that it is a globally priced product [15] - The petrochemical industry is currently experiencing volatility due to geopolitical factors, with oil prices expected to fluctuate but stabilize in the medium term [16][17]

Group 1 - The core message emphasizes the need to anchor on world-class goals and continuously promote the high-end, green, and intelligent development of the Dalian green petrochemical cluster [1][2] - The focus is on reducing oil dependency while increasing chemical production and specialty products, aiming for technological innovation to empower industrial upgrades [2] - There is a strong emphasis on accelerating the transformation and application of scientific achievements, particularly in high-end new materials and green low-carbon technologies [2] Group 2 - Companies are encouraged to concentrate on high-end segments of the industrial chain and continuously break through technological bottlenecks [1] - The importance of providing quality services to stimulate corporate vitality and effectively address enterprise needs is highlighted [2] - The goal is to lay a solid foundation for the high-quality development of the Dalian green petrochemical cluster during the 14th Five-Year Plan period [2]

Core Viewpoint - The article discusses the issuance of the "Guidelines for the Construction and Application of Industrial Green Microgrids (2026-2030)" by five Chinese government departments to promote green electricity applications in the industrial sector and enhance energy conservation and carbon reduction efforts [1][2] Group 1: Construction Principles - The construction principles include promoting efficient multi-energy complementary utilization, facilitating high local consumption of renewable energy, enhancing friendly interaction with the power grid, ensuring industrial load adjustment capabilities, and improving the operational management level of digital intelligence systems [1] Group 2: Main Construction Content - The main construction content encompasses six areas: renewable energy generation, utilization of industrial waste energy, production and utilization of clean low-carbon hydrogen, application of new energy storage, power conversion and flexible interconnection, and digital energy-carbon management systems [1] Group 3: Construction Models - The construction models are categorized based on the construction entity and operational mode, primarily including self-funded self-built models and third-party co-construction models, with responsibilities for construction and operation outlined for relevant entities [1] Group 4: Application Scenarios - The application scenarios of industrial green microgrids are divided into four categories based on energy consumption characteristics: high energy load, flexibility, adjustability, and high reliability, with specific load characteristics, functional requirements, and application examples provided for each scenario [2] Group 5: Construction Requirements - The construction requirements emphasize strict adherence to standards and regulations, acceleration of advanced technology applications, ensuring safe and reliable operations, and achieving economic feasibility [2]