Economic Strength - Inner Mongolia's economic strength has significantly improved during the "14th Five-Year Plan" period, with the total economic output surpassing 2.6 trillion yuan in 2024, marking a return to the national mid-tier after five years [3] - The average annual GDP growth rate for the first four years of the "14th Five-Year Plan" is 6.1%, which is 0.6 percentage points higher than the national average [4] - By 2024, the per capita GDP in Inner Mongolia has exceeded 110,000 yuan, 1.15 times the national average [5] - Fixed asset investment in Inner Mongolia has maintained double-digit growth for three consecutive years from 2022 to 2024, rising from the third-lowest to the second-highest ranking nationally [6] Technological Innovation - Inner Mongolia has implemented the "Science and Technology Prosperity" initiative, significantly enhancing its innovation capabilities, with key indicators of technological input and output ranking in the top 10 nationally [8][9] - Notable achievements include the development of the world's largest capacity grid-type energy storage prototype and the first "zero carbon emission" heavy-duty mining truck in China [10] Industrial Structure Optimization - The region has successfully diversified its industrial structure, moving away from a coal-dominated economy, establishing a modern industrial system [11] - Coal production remains stable at over 1 billion tons annually, with over 60% of output sent to other provinces, ensuring supply for more than two-thirds of the country [12] - Inner Mongolia is advancing its renewable energy sector, with total installed capacity expected to reach 135 million kilowatts by the end of 2024, surpassing thermal power capacity [12] - The agricultural sector has shown significant growth, with grain production reaching 82 billion jin in 2024, ranking sixth nationally, and dairy production leading the country [14][15] - The region is also focusing on ten major industrial clusters and 21 industrial chains, with traditional industries undergoing intelligent and green transformations [15][16]

走进工业生产一线，各类"硬核"技术接续"上新"，曾经高能耗、高排放的工厂能耗大幅降低，实现了烟 气净化；深入渤海的蔚蓝海面，海风吹拂中，辽宁1310万千瓦海上风电项目屹立海上、全速建设；踏上 毛乌素沙地腹地，在内蒙古鄂尔多斯嘎鲁图镇，一代代林草人将荒漠变成了绿洲……降碳、减排、治 污、增绿，让经济的每一次呼吸，都带着绿意。 日前召开的中央经济工作会议指出，坚持"双碳"引领，推动全面绿色转型。如何进一步落实"双碳"目 标？如何加快新型能源体系建设，深入打好蓝天、碧水、净土保卫战？记者对此进行了采访调研。 节能降碳改造，助力产业绿色转型 厂房林立的厂区，生产繁忙、烟囱高耸，却不见"烟火气"。在山西临汾，蓝天白云下，山西立恒焦化有 限公司正在有序生产。优美的厂区环境，是绿色改造升级带来的美丽蝶变。 焦化、火电、钢铁等是传统的高能耗、高排放行业。如何加强能源高效清洁利用，推进生产节能降碳？ 这些问题也曾困扰着立恒焦化。 面对这场"攻坚战"，立恒焦化推动了多项生产工序的整改。该企业总经理张天福介绍，公司配套了捣固 焦炉、顶装焦炉及全干熄焦装置，为提高能效筑牢硬件根基。比如，通过建设干熄焦装置，并率先在山 西省进行备用湿 ...

Investment Rating - The report suggests a positive outlook for the renewable energy electrolysis hydrogen production sector, indicating it as a significant opportunity for investment [4]. Core Insights - The renewable energy electrolysis hydrogen methodology is the first CCER methodology in the hydrogen sector, converting emission reductions from clean hydrogen projects into tradable carbon assets, which is crucial for promoting hydrogen utilization and achieving carbon neutrality goals [4][11]. - The profitability of CCER restoration projects is highlighted, with a specific project in Inner Mongolia showing a total investment of approximately 1 billion yuan and an annual hydrogen production of over 7,000 tons. The project's payback period is expected to shorten from 9.21 years to 8.62 years when considering CCER income [4][11]. Summary by Sections CCER Methodology - The CCER methodology provides a unified standard for calculating emission reductions from new renewable energy electrolysis hydrogen projects, facilitating their commercialization [11]. - Eligible projects must be newly built, utilize self-owned renewable energy sources, and comply with various regulatory requirements [11]. Market Potential - As of the end of 2024, over 600 renewable energy electrolysis hydrogen projects are planned in China, with more than 90 completed, resulting in an annual capacity of approximately 125,000 tons, primarily located in North and Northwest China [11]. - The project in Inner Mongolia, with a net cash flow of 109 million yuan per year without CCER income, shows a significant improvement in investment returns when CCER income is factored in [11]. Investment Recommendations - The report recommends focusing on green hydrogen operations and electrolysis equipment, as the profitability of green hydrogen projects is expected to improve, driving demand for electrolysis equipment [4][11].

当前，厦门正积极践行国家"双碳"战略，着力构建清洁低碳的能源体系与产业格局，加速打造绿色发展 示范城市。根据协议，双方将聚焦三大重点：建设全球零碳技术研发中心、壮大零碳技术服务产业、以 零碳科技城为核心载体，集聚零碳产业上下游资源，构建协同共生的产业生态。依托厦门时代、新能 安、时代电服、实证储能等在厦现有产业根基，宁德时代将全面拓展零碳生态业务布局。 未来，零碳科技城将成为厦门"十五五"时期城市转型升级与产业高质量发展的重要支撑，同时助力宁德 时代培育第二增长曲线。双方将合力把零碳科技城打造为技术领先、产业集聚、生态和谐的标杆项目， 为厦门建设新发展格局重要节点城市、全国绿色发展样板城市及新能源产业创新之城注入强劲动力。 2025年12月31日，宁德时代与厦门市人民政府在厦签署战略合作协议，宣布共建零碳科技城，携手探索 零碳城市与零碳产业协同发展新路径。厦门市委常委、副市长庄荣良与厦门时代总经理陈伟峰代表双方 签约，福建省委常委、厦门市委书记崔永辉，厦门市委副书记、市长伍斌，宁德时代董事长兼CEO曾毓 群，宁德时代董事、区域管理总裁吴映明共同出席并见证签约。 ...

Core Viewpoint - The news highlights the efforts of Chengdu Tianfu New Area in promoting carbon neutrality through various initiatives, including the establishment of a three-dimensional carbon sequestration network and collaboration with multiple renewable energy units [5][9]. Group 1: Carbon Neutrality Initiatives - Chengdu Supercomputing Center has partnered with 43 renewable energy units, including State Grid, to conduct tests and business cooperation aimed at supporting carbon neutrality [9]. - The release of two key documents by the Central Committee and the State Council marks a shift from carbon neutrality goals to actionable plans, emphasizing the importance of specific actions in achieving carbon peak and neutrality [5]. - The Tianfu New Area is committed to integrating ecological value into urban development, adhering to the principles of "ecology first" and "green development" [5][12]. Group 2: Ecological Restoration and Innovation - The Xinglong Lake project exemplifies a nature-based solution for ecological restoration, creating a complex ecosystem that supports biodiversity and serves as a significant carbon sink [7][9]. - The Tianfu Yongxing Laboratory, focusing on "carbon neutrality+", aims to innovate in technology and industry related to carbon peak and neutrality, becoming a key support for the Chengdu-Chongqing economic circle [9][12]. - The architectural design of the Unicorn Island complex aims for energy efficiency, utilizing natural light and innovative structures to enhance sustainability [9]. Group 3: Urban Development and Low-Carbon Models - The Tianfu New Area utilizes 70.1% of blue-green space to create a low-carbon urban development model, linking ecological spaces with social and economic factors [11]. - The area is exploring high-quality development paths under the dual carbon goals, emphasizing the integration of ecological value into urban planning and industrial systems [12][13]. - The establishment of a green technology center aims to drive innovation in low-carbon technologies, focusing on clean energy and carbon capture [13].

Core Insights - ST Jinglan has undergone a strategic transformation in the rare metals sector under the new controlling shareholder Ma Liyang, moving towards a "technology + resources" dual-driven development model [1] - The company's fundamentals have significantly improved compared to its pre-bankruptcy restructuring phase, with historical debt burdens systematically resolved and a strategic shift towards the recycling of rare metals from hazardous waste [1][4] - The focus on rare metals, particularly indium, aligns with global trends in sustainability and carbon neutrality, positioning the company favorably in the market [4] Company Developments - In December, ST Jinglan announced two significant acquisitions: a 51% stake in South Africa's NWV for high-quality vanadium-titanium magnetite exploration rights and plans to acquire Xinlian Environmental Technology to integrate its mature hazardous waste recycling business [2][3] - The acquisition of the vanadium-titanium magnetite rights is strategically important as vanadium is a key material for all-vanadium flow batteries, which are gaining value amid the energy storage industry's growth [2] - The integration of Xinlian Technology's core technology with the South African vanadium resources will enhance the company's capabilities in processing industrial waste, creating a comprehensive value chain from waste to resource recovery [3] Industry Context - The global demand for indium is increasing, particularly in the production of ITO conductive films for flat panel displays and emerging solar technologies, with China supplying over 76% of the world's indium [2] - The shift towards value investment in the capital market favors companies with real environmental benefits and social value, which enhances the long-term investment potential of firms focused on the circular economy [3] - ST Jinglan's ongoing strategic transformation is well-aligned with tightening global resource constraints and the consensus on carbon neutrality, enhancing its competitive edge in the rare metals recycling sector [4]

Core Viewpoint - The establishment of Guangxi's first carbon peak and carbon neutrality science popularization museum in Zhaoping County aims to promote knowledge of carbon neutrality and green development, serving as a bridge between government, enterprises, society, and the public [1] Group 1 - The museum is designed to popularize dual carbon knowledge, spread green concepts, and empower high-quality development through six major chapters and immersive digital experiences [1] - It serves as an educational platform that combines knowledge, fun, and practicality, addressing the gap in understanding of carbon neutrality among local villagers [1] - The museum will engage different audience groups through ongoing activities related to dual carbon promotion, research, and practice, fostering a green and low-carbon social trend [1]

（来源：内蒙古日报） 本报1月3日讯 （记者 李永桃）近日，自治区发展和改革工作会议在呼和浩特召开，部署2026年全区发 展改革系统9项重点工作。 按照全国发展和改革工作会议、自治区党委十一届十一次全会暨全区经济工作会议部署要求及自治区党 委"1571"工作部署，自治区发展改革委立足政策和研究、规划和计划、投资和项目、改革和创新、综合 统筹和综合平衡五大职能，确定2026年要在9大领域做实做细做好相关工作，确保"十五五"开好局起好 步。 这9项工作具体是：编制好实施好"十五五"规划，更好引领地区经济社会高质量发展；多措并举推进投 资持续稳定增长，谋深谋实重大项目；深入实施提振消费专项行动，推动供给提质升级；加快构建现代 化产业体系，大力推动传统产业优化升级，继续培育壮大新兴产业和未来产业；进一步全面深化改革， 深度对接全国统一大市场，持续开展招标投标系统整治，落实好各项改革任务；深入扩大高水平对外开 放，立足打造我国向北开放桥头堡，统筹做好"引进来"和"走出去"工作；优化营商环境促进民营经济发 展壮大，以更大力度、更高标准打造市场化、法治化、国际化一流营商环境；以"双碳"为引领加快推进 全面绿色转型，筑牢我国 ...

与此同时，技术体系还实现矿区资源循环利用。矿井涌水用于微藻养殖，微藻生长过程中同步吸收水中 氮、磷污染物并固定重金属，净化水质；修复后形成的植被系统持续发挥碳汇功能，构建起"水—土— 植被"一体化修复与碳循环模式。 该技术的成功应用，不仅提升了矿区土地利用价值与环境质量，更为我国生态文明建设和"双碳"目标落 地提供了切实可行的技术方案，推动矿山生态修复向资源化、系统化、低碳化方向迈进。 （来源：内蒙古日报） 转自：内蒙古日报 本报呼伦贝尔1月3日电 （记者 李新军 通讯员 万伟 吴慧光）日前，国家能源集团雁宝能源携手新能源 院研发的"生物固碳协同土壤架构重塑技术研发示范"项目顺利通过验收。这是国内首套矿山微藻生物固 碳系统，在矿山生态治理领域实现关键突破，为同类项目提供可复制、可推广的系统化解决方案。 该技术以微藻高效固碳与生态修复功能为核心，固碳能力可达森林的10-50倍。研发团队创新构建"微藻 固碳—矿坑水净化—土壤再生"三位一体技术体系，利用煤矿矿坑原水和农牧固废产生的二氧化碳作为 培养基质，实现碳减排与生态修复的协同推进。在宝日希勒矿区沙化排土场的2100平方米实验中，该技 术无需覆土即可完成生态恢复 ...

Core Viewpoint - The Su-Yin Industrial Park in Yinchuan has been included in the first batch of national-level zero-carbon park construction lists, marking a significant step towards achieving the "dual carbon" goals and establishing a green low-carbon development system in Yinchuan [1][2] Group 1: Green Development Achievements - The Su-Yin Industrial Park focuses on green low-carbon development, emphasizing innovation and strategic emerging industries such as new energy and new materials [1] - The park has integrated low-carbon concepts into all aspects of planning, construction, and operation, significantly increasing the penetration rate of clean energy through initiatives like smart microgrids and renewable energy utilization [1] - By 2025, the energy consumption and water consumption per ten thousand yuan of output value in the Su-Yin Industrial Park are expected to decrease by 20.9% and 6.6% respectively, both exceeding the average levels in Ningxia [1] Group 2: Industrial Low-Carbonization - The park is actively attracting investments in new energy, new materials, and green computing, aiming to create a green industrial ecosystem characterized by leading enterprises, extended chains, and cluster development [2] - Su-Yin Industrial Park has established Ningxia's first "zero-carbon factory" and is promoting low-carbon technology transformations in traditional industries [2] - A smart park service platform has been developed for energy consumption and carbon emission monitoring, enabling precise management and analysis [2] Group 3: Policy and Management Innovations - The park is enhancing the business environment through reforms that streamline processes and provide comprehensive services, thereby empowering the development of green low-carbon industries [2] - The zero-carbon development model established by the Su-Yin Industrial Park serves as a replicable and promotable practice for similar parks and industrial enterprises seeking green transformation [2]