9月26日消息，在近日举行的2025"钠离子电池产业链与标准发展论坛"上，中国科学院院士、新基石研 究员、清华大学化学系教授李景虹指出，钠离子电池是绿色能源的重要发展方向，应扬长避短，充分发 挥其功率高、低温性能好、安全性高和成本低等优势，瞄准混合动力汽车、UPS、调频储能、铅酸替代 等应用场景。 北京中科海钠科技有限责任公司总经理李树军发表《钠离子电池创新与产业化实践》报告，他表示钠离 子电池产业已进入从样品验证到商业化落地的关键阶段。当前产业逻辑正从"价格颠覆"回归"价值创 造"，钠电池应聚焦其快充、低温与长寿命特性，在特定性能市场率先突破。他认为，2026年钠电池将 进入规模应用阶段，商业价值开始凸显，可显著降低用户全生命周期成本。随着规模扩大与能量密度提 升，钠电池成本有望在未来两三年内降低一半，实现可持续的商业化路径。 中国电子技术标准化研究院何鹏林副主任分享了《国际、国内钠电池标准化研究进展》。他表示，我国 钠离子电池标准化工作稳步推进，目前已发布2项国家标准，另有11项国标及行标正在制定中。此外， 我国牵头的4项钠电池国际标准也正在起草过程中。标准制定过程中对44家企业生产的钠电池试验验证 数据 ...

Core Points - The West-to-East Gas Pipeline Phase III Mid-section (Zhongwei to Zao Yang) has officially commenced operations, connecting to the national gas pipeline system and enhancing gas market reach to key regions such as the Yangtze River Delta, Pearl River Delta, Bohai Rim, and Sichuan-Chongqing area [1][2] - The pipeline spans 1,235 kilometers, traversing five provinces, with a designed annual gas transmission capacity of 25 billion cubic meters [1][2] - The project is part of China's "14th Five-Year" plan for oil and gas development, aimed at optimizing energy delivery structure and promoting regional economic growth [1][2] Environmental Considerations - The project emphasizes green development, optimizing route selection to minimize environmental impact, particularly in ecologically sensitive areas [2] - The pipeline features a solar power generation system with a total installed capacity of 2,200 kilowatts, saving 655 tons of standard coal annually and reducing carbon dioxide emissions by 1,631 tons [2] Technological Advancements - The project promotes technological innovation and domestic equipment manufacturing, with key components of the gas compression station being sourced from domestic suppliers, achieving performance levels comparable to international standards [2] - The pipeline is constructed in phases, with previous sections operational since 2014 and 2016, utilizing clean energy sources from Central Asia and western China [2]

一款划时代的科技产品，如何从实验室的精密论证走向广袤的市场天地？又如何以真正的技术力量，赢 得全球用户的认可？会上，超威集团营销中心副总经理张传存为大家讲述超威钠电将如何营销布局，引 领市场。通过他的发言，一幅涵盖技术、渠道、生态的超威钠电产业宏图，在众人眼前徐徐展开，既展 现出超威引领钠电市场的坚定决心，更让行业看到了"超威钠电，遥遥领先"的无限可能！ 日前，"超威钠电·遥遥领先"——超威钠电新品全球上市发布会在浙江长兴举办。会上，超威集团重磅 发布了超威钠电全新产品，一举树立起中国钠电技术里程碑，引发全行业高度关注！ 超威集团钠电技术总监王玉龙 拥有了极致的产品和清晰的战略，更需要一个响彻全球的品牌声音，一套整合传播的组合拳，去征服市 场，去赢得人心。会上，超威集团品牌战略全案策划大师——张默闻老师，携深度打磨的超威钠电品牌 营销整合传播全案报告登场。这份凝聚着战略智慧与传播洞见的报告，不仅是对超威钠电核心优势的精 准解码，更是为品牌铺就全球影响力之路的行动纲领，为在场所有人带来一场关于品牌破局与市场制胜 的思想盛宴。 超威集团营销中心副总经理张传存 超威集团品牌战略全案策划大师张默闻 随后，超威集团副总 ...

Core Insights - The Qingdao Power Supply Company is integrating innovative electricity services into the marine economy, enhancing its role in supporting green energy initiatives and local industries [6][9][10]. Group 1: Green Energy Initiatives - The first industrial floating photovoltaic project in a full seawater environment has been launched in the West Coast New Area, covering 60,000 square meters with a capacity of 7.5 MW, generating 16.7 million kWh of green electricity annually [8]. - The company has introduced the "Electric Doctor" service to provide tailored grid connection solutions for businesses, streamlining the approval process to facilitate timely electricity access [8][12]. Group 2: Support for Marine Industries - The company has customized "Electric Butler" services for leading enterprises like Mingyue Seaweed Group, helping them save potential losses of millions of yuan annually through reliable power supply [6][11]. - The Mingyue Seaweed Group has achieved over 30% market share in domestic sodium alginate and 20% in international markets, supported by stable and green electricity [10][11]. Group 3: Infrastructure Development - The company has increased investment in grid construction and upgrades, completing key projects that enhance regional power supply capacity and reliability [9]. - The upcoming Songquan 220 kV substation will support various marine high-tech projects, ensuring stable electricity supply for the marine equipment and biotechnology industries [9]. Group 4: Community and Tourism Support - The "Gas-to-Electric" project on Lingshan Island has enabled all-electric accommodations and smart inspection systems, improving the tourism experience and supporting the "carbon-negative island" initiative [6][13]. - Daily inspections using drones and underwater cable robots ensure 100% coverage of power supply lines, enhancing reliability for local businesses [14].

Core Viewpoint - Yunnan Province is significantly advancing its green energy sector, with over 60 million kilowatts of new green energy capacity added since the start of the 14th Five-Year Plan, contributing to a total capacity of 150 million kilowatts and an industry output value exceeding 400 billion yuan [1] Group 1: Green Energy Development - Yunnan has a total potential for green energy development of 200 million kilowatts, accounting for approximately 20% of the national total [1] - The province's green electricity generation and installed capacity exceed 90%, with non-fossil energy making up 46% of primary energy consumption, ranking among the top in the country [1] - The green aluminum and silicon photovoltaic industries have each surpassed 100 billion yuan in output value, while the new energy battery industry is rapidly emerging [1] Group 2: Energy Collaboration and Environmental Impact - Yunnan has sent over 2 trillion kilowatt-hours of electricity through the "West-to-East Power Transmission" project, saving 665 million tons of standard coal and reducing carbon dioxide emissions by 1.73 billion tons [2] - The province is accelerating the construction of the "Green Aluminum Valley" and has initiated the establishment of 15 provincial-level zero-carbon parks, with 136 national-level green factories and 10 green industrial parks created [2] - The level of industrial greening in Yunnan has significantly improved, supported by the continuous expansion of the "green electricity + advanced manufacturing" advantage [2]

Core Viewpoint - The article highlights the significance of the Zhaoping Hydropower Plant in Guangxi, emphasizing its role in providing clean energy, ecological protection, and its historical development from inception to modern advancements in safety and management practices [1][4][11]. Group 1: Historical Development - The Zhaoping Hydropower Plant, with a total installed capacity of 63,000 kilowatts, has generated over 6.8 billion kilowatt-hours of electricity since its commissioning in 1995, saving over 2.09 million tons of standard coal and reducing CO2 emissions by more than 5.68 million tons [1]. - Initial plans for the hydropower station began in the 1950s, but construction was halted in 1961 due to various challenges, including lack of resources and experience [3]. - The project was revived after the 1978 reform, focusing on ecological protection and sustainable resource use, leading to a more suitable design for the local environment [4]. Group 2: Operational Achievements - The Zhaoping Hydropower Plant is recognized as the first medium-sized hub project in the Guangxi region, significantly alleviating power shortages and boosting local economic development [5]. - The plant has maintained a record of zero work-related fatalities and major equipment accidents since its establishment, reflecting a strong safety culture [10]. Group 3: Recent Developments and Innovations - In September 2023, a new water management center was established to enhance operational efficiency across six hydropower units in the Hezhou area, including Zhaoping, promoting centralized and professional management [11]. - The plant has achieved digital transformation and equipment upgrades, maintaining an equipment integrity rate of over 98%, and has been recognized for its innovative practices, including 29 patents [11]. - The integration of solar power projects, such as the successful grid connection of the Jingnan power station, exemplifies the company's commitment to green transformation and efficient land use [12]. Group 4: Future Directions - The Zhaoping Hydropower Plant aims to continue its focus on green, safe, and innovative energy production, contributing to the establishment of a new power system and supporting local economic and social development [14].

Core Viewpoint - Xinjiang's abundant wind and solar energy resources enable the region to supply green electricity to 22 provinces, significantly contributing to China's energy needs [1] Group 1: Energy Production - Xinjiang benefits from consistent strong winds and long sunlight hours, leading to substantial wind and solar energy generation [1] - The region has transformed its renewable energy into green electricity through wind farms and photovoltaic parks [1] Group 2: Energy Distribution - Xinjiang has delivered over 270 billion kilowatt-hours of surplus green electricity, which can meet the daily electricity needs of the entire country for nearly 80 days [1] - The efficient transmission of green electricity from Xinjiang to other provinces highlights the region's role in national energy security [1]

Core Viewpoint - The article highlights the strategic collaboration between Shanghai Electric, Shanghai Port Energy, and CMA CGM Group to establish a green methanol supply chain, marking a significant step towards low-carbon development in international shipping [2][4]. Group 1: Contracts and Collaborations - On September 22, Shanghai Port Energy signed a "Green Methanol Procurement Supply Contract" with Shanghai Electric Taonan Green Source Fuel Co., Ltd. [2] - On September 18, Shanghai Port Energy entered into a "Green Methanol Bunkering Service Contract" with CMA CGM Group, indicating a milestone in their collaboration [2]. - These contracts are part of the long-term supply cooperation framework agreement signed by the three parties on March 20, with initial cooperation expected to last until 2030 [4]. Group 2: Project Details - Shanghai Electric will provide stable green methanol production capacity based on its self-built green methanol project in Taonan, Jilin [6]. - Shanghai Port Energy will leverage its expertise in port services and green energy bunkering to safely and efficiently deliver green methanol fuel at Shanghai Port for CMA CGM Group [6]. - The green methanol project by Shanghai Electric officially commenced production on July 15, with the first phase successfully producing green methanol through wind power coupled with biomass gasification [6].

Core Viewpoint - The new energy industry chain is entering a golden development period amid the global energy transition and "dual carbon" goals, with Daosheng Tianhe Materials Technology (Shanghai) Co., Ltd. officially launching its public offering to strengthen its leading position in the new materials sector [2][5]. Group 1: Company Overview - Daosheng Tianhe, established in 2015 and headquartered in Shanghai, focuses on high-performance thermosetting resin materials, with three core product lines: materials for wind turbine blades, new composite resin materials, and adhesives for new energy vehicles and industrial applications [3][5]. - The company has achieved a global leading position in the wind turbine blade epoxy resin market, with sales expected to reach 143,100 tons in 2024, and ranks second in China and third globally for wind blade structural adhesives [3][5]. Group 2: Financial Performance - Daosheng Tianhe has maintained steady financial growth, with revenues of 3.436 billion yuan, 3.202 billion yuan, 3.238 billion yuan, and 1.785 billion yuan from 2022 to the first half of 2025, and net profits of 108 million yuan, 152 million yuan, 155 million yuan, and 85 million yuan during the same period [5]. - The company anticipates significant growth in the first three quarters of 2025, with revenue expected to increase by 22.32% to 27.03% year-on-year and net profit projected to rise by 41.03% to 51.88% [5]. Group 3: Strategic Initiatives - The funds raised from the public offering will primarily be allocated to a project for producing 56,000 tons of high-end adhesives and high-performance composite resin systems for new energy and power batteries, as well as repaying bank loans [2][5]. - Daosheng Tianhe has a strong patent portfolio with 69 patents, including 38 invention patents, and has received certifications for automotive and aerospace quality systems, positioning itself for further growth in the green low-carbon economy [5].

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - From January to August, Heilongjiang's tourism market was strong, with significant growth in tourist arrivals and consumption. The province's tourism promotion and the Russia visa - free policy will further boost the sector. The ice and snow economy development and green energy progress also contribute to economic sustainability [3][8][9]. - In September, the Heilongjiang stock index adjusted, and listed companies' performance was mixed. However, short - term adjustments may lay the foundation for future market strength, and market fluctuations are normal during the upcoming quarterly report disclosure period [3][24]. - Affected by factors like US interest rate cuts and overseas political uncertainties, the equity market and precious metals are expected to perform well [12]. - In the long - term, the market is expected to rise due to China's economic improvement and warming Sino - US relations [19]. 3. Summary According to Relevant Catalogs 3.1 Heilongjiang Current Affairs Tracking - January - August tourism: Heilongjiang received 184 million tourists, a 11.9% y/y increase, with a total spending of 250.18 billion yuan, up 21.2% y/y. Inbound tourists were 1.107 million, spending 12.13 billion yuan, up 54.9% and 61.7% respectively. The Russia visa - free policy on September 15 increased Russian tourist arrivals [3][8]. - Ice and snow events: From 2025 to 2026, Heilongjiang plans over 300 ice and snow events, including local and international competitions, to promote the ice and snow economy [9]. - Green energy: Daqing Oilfield's new - energy power generation exceeded 2 billion kWh, equivalent to the annual electricity consumption of 1.07 million households in Daqing. It also reduced coal consumption and improved operational efficiency [10]. 3.2 Financial Market Data Tracking - Asset performance: Since September, equities and precious metals like gold and silver have performed well. US interest rate cuts and other factors are favorable for the equity market, and precious metals remain popular as safe - havens [11][12]. - Industry index: As of September 19, only the power equipment sector rose significantly (11.28%), while defense, non - bank finance, and others adjusted. From September 15 - 19, most industries adjusted, but some like coal and power equipment performed well [15][18]. - Regional and listed companies: By September 19, the Heilongjiang index fell 2.23% this month. Among listed companies, Senying Window Industry had the largest increase (14.21%), while Aerospace Science and Technology had the largest decline (20.33%) [20][24]. 3.3 Domestic Macroeconomic Data - CPI: In August, China's CPI was down 0.4% y/y, flat m/m. Core CPI rose 0.9% y/y, with the increase expanding for the fourth consecutive month due to consumption - promotion policies [3][27]. - PPI: In August, PPI was down 2.9% y/y, with the decline narrowing by 0.7 pct from July. It was flat m/m, ending eight months of decline, thanks to market optimization, new growth drivers, and increased consumption demand [29][30]. - Industrial added value: In August, the value - added of large - scale industries rose 5.2% y/y and 0.37% m/m. From January to August, it rose 6.2% y/y. Equipment and high - tech manufacturing performed well, and emerging product output grew rapidly [31][33]. 3.4 Heilongjiang Economic Data - CPI: In August, Heilongjiang's CPI was down 0.4% y/y but up 0.1% m/m. Its y/y change was above - average among provinces and higher than Jilin and Liaoning [34]. - Price categories: In August, the eight major categories of consumer prices in Heilongjiang showed a "five - up, three - down" pattern y/y, and a mixed performance m/m [38].