产业的发展依托于合理的产业空间布局与政策支持。厦门临空经济片区指挥部产业招商部部长蔡东亮在现场 分享了《2026年厦门临空片区氢能产业发展规划思路》，2026年厦门临空经济片区将围绕机制完善、政策供 给、应用场景、公共平台、产业生态五个方面推动氢能产业聚集发展。政策方面，在市级政策基础上出台片 区扶持措施，成立氢能科创基金，促进产业高质量集聚；应用场景方面，重点推动制加氢一体站落地，并拓 展冷链重卡、环卫、船舶示范等场景；公共平台方面，将建设覆盖研发、检测、认证等九个环节的氢能一站 式技术支撑检测平台；产业生态方面，引进氢能链主单位国家能源集团，共同举办国家级氢能专精特新大 赛，打造科技成果转化品牌，构建校区、园区、社区三区融合的产业生态。 厦门市发改委创新与高技术发展处处长吴群猛深度解读了《厦门市氢能产业高质量发展行动计划（2025— 2027年）》，清晰描绘出厦门建设"新能源产业创新之城"的路线图。吴群猛指出，厦门市已将氢能定位 为"4+4+6"现代化产业体系中六大未来产业的核心，旨在打造具有国际影响力的氢能技术与装备输出高地 。 根据规划，厦门作为福建省氢能发展两大核心之一，正实施"一核引领、多点联动" ...

（来源：普华有策） 硅钢"皇冠上的明珠"：能效革命与新质生产力驱动千亿级高端市场 1、取向硅钢行业概述 取向硅钢，学名冷轧取向电工钢，是一种关键的软磁合金材料。在业内，它被归类为用于制造电机和变压器铁芯的软磁钢。因其性能的不可替代性，取向 硅钢被公认为制造各类电力变压器铁芯，尤其是高效节能变压器核心的"钢铁艺术品"，其发展水平直接关系到国家电网的能源传输效率和"双碳"战略的实 施。 中国已成为全球最大的生产和消费国。产能集中于宝武节能。"双碳"战略、《变压器能效提升计划》直接拉动高端硅钢需求。2025年中央经济工作会议强 调发展"新质生产力"，推动产业高端化、绿色化，为行业技术创新与高质量发展注入核心动力。 2、取向硅钢行业产业链分析 取向硅钢行业产业链分析 3、取向硅钢行业竞争格局 中国取向硅钢行业呈现出高集中度、高壁垒、龙头主导的"一超多强"式竞争格局。 市场由中国宝武钢铁集团绝对主导，其通过旗下的宝钢股份、武汉钢铁有限公司，占据了国内超过60%的高端产能，拥有最完备的产品谱系和最深厚的技 术积累，是行业技术标准和价格的主要制定者，扮演着"市场压舱石"和"技术引领者"的双重角色。 首钢集团作为最强劲的追赶 ...

Core Insights - The AI + Energy Development Conference held on January 30, 2026, focused on the establishment of a national-level zero-carbon park expert advisory committee to support China's dual carbon strategy [1][2] - The committee aims to address key challenges in zero-carbon park construction, including policy implementation, industrial transformation, technology selection, financing, and evaluation [1][3] Group 1: Expert Committee Formation - The expert advisory committee is led by Zhong Faping, a prominent figure in energy storage technology, with seven academicians from various fields as deputy chairs [2] - The committee's formation reflects China's commitment to high-quality development of zero-carbon parks, leveraging top-tier expertise [2] Group 2: Zero-Carbon Park Significance - Zero-carbon parks are crucial for achieving macro dual carbon goals and meeting the development needs of enterprises through cost reduction and carbon emission control [3] - The goal is to establish around 100 national-level zero-carbon parks during the 14th Five-Year Plan, which will lead to significant changes in production methods, energy structures, governance models, and business models [3] Group 3: Systematic Integration and Collaboration - The construction of zero-carbon parks is a complex integration project involving energy, policy, technology, and finance, requiring collaboration across multiple sectors [3][4] - The establishment of a large-scale energy storage ecological innovation consortium aims to create a deeply integrated development model, demonstrating successful practices in various provinces [3] Group 4: Future Directions - The committee plans to promote technological innovations and develop replicable national-level zero-carbon park models, contributing to the dual carbon goals and high-quality energy development [4]

Group 1: Business Overview - The company operates in three main business segments: - Fuel ethanol business accounts for approximately 44% of revenue, with a production capacity of 1.3 million tons and a market share of 32%-40% in a domestic market of about 3 million tons per year [1][2] - Food raw materials business contributes around 20%-30% of revenue, focusing on customized sweetener solutions for leading food and beverage companies [2][3] - Biobased new materials business is a strategic emerging segment expected to start production in Q1 2026, leveraging existing corn deep processing capacity [3][4] Group 2: Competitive Landscape - Fuel ethanol is categorized as biomass energy, with no direct competition from coal-based ethanol due to regulatory restrictions [3][4] - Long-term demand for fuel ethanol remains stable, driven by the coexistence of fuel and new energy vehicles and regulatory requirements for gasoline quality [4][5] - The company aims to maintain its market position by building a comprehensive cost advantage through technology upgrades, diversified raw material sourcing, and optimized internal management [5][6] Group 3: Regional Strategies - In Northeast China, the company focuses on cost reduction and efficiency improvements through personnel optimization and major technological upgrades [6][7] - The company is adapting its competitive strategy in the starch and MSG sectors by shifting focus from low-value products to high-margin offerings [7][8] Group 4: Innovation and Future Prospects - The company has a three-step strategy for its core health sweetener product, allulose, with plans for market expansion and collaboration with leading food and beverage companies [8][9] - The company anticipates that high-value products like flavored syrups will see increased revenue share as market demand grows [9] - The progress of the lactide project has been delayed due to site relocation and necessary adjustments, but the long-term outlook remains positive [9] Group 5: Raw Material Management - The company employs risk management strategies, including hedging, to manage procurement costs and mitigate price volatility risks, particularly for corn [9]

期货日报网讯（记者 刘威魁）受供需多重因素持续影响，近期碳酸锂价格波动较大，为助力市场参与 者把握碳酸锂产业发展格局及未来趋势，加深对期货业务规则的理解，增强风险防范意识和能力，1月 30日，广期所在上海举办"新能源·向未来"碳酸锂业务专题培训，通过"现场+线上直播"相结合的模式， 面向期货公司分析师、产业企业及投资者等市场参与者，系统化讲解碳酸锂市场的运行情况，有效帮助 市场参与者及时把握行业动态、合理运用期货工具。据悉，本次活动共吸引期货公司、产业客户及其他 投资者等共计近2500人参与。 产业企业应注重加强风险管理 在国家"双碳"战略指引下，锂电产业发展迅猛，成为推动全球能源绿色低碳转型的重要引擎，产业地位 不断提升。我国锂产业在产业规模、技术经济指标、综合竞争力等方面成果突出，在全球具有一定影响 力。 2025年以来，受供需多重因素持续影响，碳酸锂价格波动较大。相关数据显示，2025年，碳酸锂价格呈 现"先抑后扬、触底反转"态势，上半年从7.8万元/吨阴跌至6月的5.9万元/吨；下半年受江西锂矿减产、 储能需求增长影响，价格反弹，四季度主力合约突破13万元/吨，较年内低点翻倍。 自碳酸锂期货上市以来， ...

Group 1: Business Overview - The company operates in three main business segments: - Fuel ethanol business accounts for approximately 44% of revenue, with a production capacity of 1.3 million tons and a market share of 32%-40% in a domestic market of about 3 million tons [1][2] - Food raw materials business contributes around 20%-30% of revenue, focusing on customized sweetener solutions for leading food and beverage companies [2] - Bio-based new materials business is a strategic emerging segment expected to start production in Q1 2026, leveraging existing corn deep processing capacity [2][3] Group 2: Competitive Landscape - Fuel ethanol is categorized as a biomass energy source, with no direct competition from coal-based ethanol due to regulatory restrictions [3] - Long-term demand for fuel ethanol remains stable, driven by the coexistence of fuel and new energy vehicles and stringent gasoline quality standards [3][4] - The company aims to maintain its market position by building a comprehensive cost advantage through technology upgrades, diversified raw material sourcing, and optimized internal management [4] Group 3: Regional Strategies - In Northeast China, the company focuses on cost reduction and efficiency improvements by optimizing personnel and implementing major technological upgrades [5] - The company is actively responding to competition from private enterprises in the starch and MSG sectors by shifting focus to high-value products and differentiating its offerings [6] Group 4: Innovation and Product Development - The company has a three-step strategy for the development of allulose, a key health sweetener, with plans for market launch in Q1 2026 [7] - Allulose is expected to have a higher gross margin than traditional glucose syrup, with optimistic short-term performance depending on market demand [7] - High-value products like flavored syrups are in the market incubation phase, with significant growth potential as consumer scenarios expand [8] Group 5: Project Management and Future Outlook - The company has relocated its lactide project to Anhui, which has caused delays due to necessary design optimizations and equipment adjustments [9] - The long-term outlook for the lactide business is positive, with plans to ensure stable operation of the initial 30,000 tons capacity and potential expansion into downstream polylactic acid markets [9] - The company employs risk management strategies, including hedging, to manage corn price fluctuations and secure profit margins [9]

项目运营所需的各类装卸、仓储、加工设备用能，均来自渤海湾港自主开发的风电绿电，从能源消耗源 头减少碳排放，将港口新能源开发与煤炭储运业务深度融合，既践行了国家"双碳"战略，又推动煤炭储 运环节的清洁化升级，实现港口生产作业环节的"零碳"目标，让传统煤炭业务搭上绿色能源发展快车。 为实现煤炭物流全链条低碳化，项目同步打造专业化"绿色集疏运走廊"。集疏运环节摒弃传统燃油运输 模式，全面采用LNG燃气车辆与新能源重卡搭配的运输体系，所有运输车辆均为清洁能源驱动，实现 煤炭从港区到腹地、从仓储到配送的全程低碳运输，有效减少运输环节的扬尘与尾气污染，推动潍坊 港"零碳港口3.0"建设探索，让煤炭运输真正实现"绿色通行"。 此次合作，是港企协同推进煤炭清洁高效利用的重要探索，通过煤炭全链条绿色升级，强化区域能源保 供能力，也为港口与能源企业携手推动低碳发展提供可复制、可推广的实践经验。 该项目以港口为核心枢纽，融合绿电全场景应用与绿色集疏运走廊建设，打造煤炭储运贸一体化低碳发 展样板，为区域能源保供与绿色转型注入新动能，也为煤炭清洁高效利用提供港企合作的全新实践路 径。 据悉，该项目立足渤海湾港区位与物流优势，整合山东能 ...

记者丨林典驰 编辑丨孙超逸 1月30日，欣旺达向港交所递表，再度向港交所发起冲击。 根据香港联交所规则，H股招股书自递交之日起有效期为6个月，2026年1月30日该份申请文件满6个月 而自动失效，因此公司于当日重新提交申请。 从招股书来看，欣旺达此次赴港募资的重点方向之一，在于支撑其海外产能规划。目前，欣旺达已在匈 牙利、越南、摩洛哥及印度等地规划或布局生产基地。其中，匈牙利动力电池工厂为欣旺达在欧洲的首 个大型生产基地，被视为其服务欧洲车企、实现本地化供应的关键。 欣旺达在消费电池领域长期领先，动力电池连同国轩高科（002074.SZ）、中创新航（3931.HK）、蜂 巢能源等企业位居第二梯队，储能系统近年来增速明显，但对营收的贡献程度有限。 相比于上次递表港交所，本次二次递表，欣旺达还多了一个风险因素，便是与吉利系的威睿电动高达 23.14亿元诉讼纠纷。 尽管欣旺达方面称，经考虑诉讼律师的意见后，认为该等诉讼请求缺乏足够证据支持，且法院最终判定 被告需要承担全部责任的可能性极低。但这的确是投资者需要考量的重要因素之一。 截至2月3日9：40，欣旺达报23元/股，总市值达到427亿元。 从营收占比来看，消费 ...

记者丨林典驰 编辑丨孙超逸 1月30日，欣旺达向港交所递表，再度向港交所发起冲击。 根据香港联交所规则，H股招股书自递交之日起有效期为6个月，2026年1月30日该份申请文件满6个月而自动失效，因此公司于当日重新提交 申请。 从招股书来看，欣旺达此次赴港募资的重点方向之一，在于支撑其海外产能规划。目前，欣旺达已在匈牙利、越南、摩洛哥及印度等地规划或 布局生产基地。其中，匈牙利动力电池工厂为欣旺达在欧洲的首个大型生产基地，被视为其服务欧洲车企、实现本地化供应的关键。 欣旺达在消费电池领域长期领先，动力电池连同国轩高科（002074.SZ）、中创新航(3931.HK)、蜂巢能源等企业位居第二梯队，储能系统近年 来增速明显，但对营收的贡献程度有限。 相比于上次递表港交所，本次二次递表，欣旺达还多了一个风险因素，便是与吉利系的威睿电动高达23.14亿元诉讼纠纷。 尽管欣旺达方面称，经考虑诉讼律师的意见后，认为该等诉讼请求缺乏足够证据支持，且法院最终判定被告需要承担全部责任的可能性极低。 但这的确是投资者需要考量的重要因素之一。 截至2月3日9:40，欣旺达报23元/股，总市值达到427亿元。 电池量增价减 1997年 ...

Group 1 - The Yunnan Province Songming County's disciplinary inspection and supervision department is actively working to improve the business environment by conducting targeted supervision on service quality and policy implementation [1] - The county's disciplinary inspection and supervision committee has implemented "embedded" supervision and "preventive" reminders to address issues related to key projects, ensuring a closed-loop process of "assignment - rectification - implementation" [1] - The PET bottle recycling production line project is a key initiative under the county's "dual carbon" strategy, with the committee facilitating collaboration among various departments to overcome challenges related to land, electricity, and labor [1] Group 2 - The demand for skilled welding technicians is increasing, prompting the county's disciplinary inspection and supervision department to encourage the human resources bureau to assess employment needs and integrate training resources [2] - The county has initiated "order-based" skill training programs in collaboration with vocational education institutions, resulting in stable employment for over 2,000 individuals annually and indirectly benefiting more than 5,000 others [2] - The county's disciplinary inspection and supervision committee emphasizes strict enforcement of regulations while promoting accountability among officials to support major project construction and healthy business development [2]