Group 1 - The "China Green Port" zero-carbon park construction and high-quality development of the new energy equipment industry conference was held in Linping, Hangzhou, focusing on green and low-carbon development trends and pathways [1][3] - By the end of 2024, "China Green Port" will be established in Linping, utilizing an economic and technological development zone to innovate the "chain master + industrial park" model, with a development blueprint of "2+3+N" industries [3] - The two pillar industries will be strengthened: wind power equipment and high-efficiency energy-saving equipment, while three advantageous industries will be refined: advanced environmental protection, new energy vehicle components, and photovoltaic energy storage [3] Group 2 - The Linping District released "Ten Green Energy Policies," which include subsidies for zero-carbon construction, demonstration rewards, energy use guarantees, and talent support [6] - For newly recognized "new eagle" enterprises, a maximum reward of 500,000 yuan will be provided, and leading teams and talents in the green energy industry can receive up to 30 million yuan in R&D funding [6] - The "China Green Port" smart energy carbon platform was launched to monitor and visualize key indicators such as "carbon emissions intensity per unit of output" and "proportion of clean energy consumption" [6] Group 3 - The Linping District aims to achieve an industrial output value of 36.658 billion yuan for the new energy equipment industry cluster by 2025, with a growth rate of 32.4%, further highlighting its core position in Hangzhou's green energy industry landscape [3] - The conference served as a summary of the past year's progress in building the "China Green Port" industrial landmark and a mobilization for future efforts in the green new energy equipment industry [6] - Linping will focus on creating zero-carbon scenarios, accelerating the development of green low-carbon application demonstrations, and optimizing service guarantees to become a preferred location for zero-carbon industry investment in the Yangtze River Delta [6]

新版国家标准将于2026年3月1日正式实施。 1月30日，上海期货交易所（下称上期所）发布公告，就铅期货合约规则修订事项公开征求市场意见。 本次修订的内容为引入符合国家标准的再生铅锭作为可替代交割品，标志着期货市场服务有色金属行业 绿色低碳发展的能力进一步提升。 铅期货自上市以来，整体运行平稳，市场功能有效发挥，期现价格联动紧密，已成为国内现货贸易定价 的重要依据，并被产业链企业广泛应用于风险管理和贸易活动。近年来，再生铅已逐渐成为全球铅市场 重要组成部分，为顺应产业结构发展、响应产业呼吁，在中国有色金属工业协会和相关行业企业支持 下，上期所积极配合全国有色金属标准化技术委员会修订再生铅锭国家标准，新版国家标准将于2026年 3月1日正式实施。 当前有色金属行业正处于绿色低碳转型的关键时期，铅作为有色金属中再生产品占比最高的品种，行业 已基本形成"生产-消费-回收-再生"的闭环模式，实现了铅资源的高效循环利用。近年来，再生铅生产企 业和下游铅蓄电池企业积极利用上期所铅期货套期保值，并辅助自身开展原料采购、基差贸易。将再生 铅纳入期货替代交割，将有助于提升再生铅行业的风险管理能力，更好服务产业绿色低碳发展。 本 ...

Core Viewpoint - The successful delivery of the LNG carrier "Tianshan" marks a significant advancement in China's shipbuilding industry, showcasing its transition from following to leading in certain areas of LNG transportation technology [2][3] Group 1: Ship Specifications and Features - The "Tianshan" is 295 meters long, 45 meters wide, and 26.25 meters deep, with a service speed of 19.5 knots, featuring low evaporation rates, low energy consumption, high environmental protection, strong versatility, and economic efficiency [2] - It employs the latest generation of dual-fuel low-speed propulsion systems and domestically produced high-efficiency propellers, further reducing fuel consumption [2] - The vessel meets the strictest environmental emission standards set by the International Maritime Organization (IMO) in both fuel and gas modes [2] Group 2: Industry Impact and Developments - The "Tianshan" is the final piece of the China National Offshore Oil Corporation's LNG transportation project, joining a fleet of eight sister ships, significantly enhancing China's autonomous control over LNG maritime transportation [2] - The successful delivery of the "Tianshan" also signifies that China's own classification society, China Classification Society (CCS), has achieved comprehensive independent technical service capabilities in the large LNG carrier sector [3] - The construction cycle for LNG ships in China has been reduced from 36 months to 16 months, achieving the fastest level globally, with a continuous increase in domestic production rates [3] Group 3: Future Prospects and Orders - Hudong-Zhonghua, as the leader in the LNG industry chain, holds over 50 orders with production plans extending to 2030, driving the collaborative development of over 130 high-end supporting enterprises [3] - The company is also advancing in the clean energy equipment sector, having introduced over ten types of green vessels capable of transporting liquid hydrogen, liquid ammonia, and ethane, contributing to national energy security and global low-carbon development [3]

省七届人大五次会议首场记者招待会举行 6市县"晒"特色发展路径 海南日报全媒体记者 王才丰 陈成智 "值得期待，国际乒联-亚乒联盟亚洲杯将在海口举办!" "谁能想到，保亭两次登上国际大舞台!" 1月29日，在省七届人大五次会议首场记者招待会上，来自海口、琼海、东方、屯昌、保亭、澄迈6 市县代表团代表，接连抛出好消息。 近五年来，创新性突破在琼州大地多点开花。 全国首例全面国产化车联网平台落地琼海，博鳌零碳示范区入选2025年度央企十大超级工程。 与此同时，乐城现代化医疗新城拔节生长。"一批'国家队'和全球顶尖药械企业已落子琼海，累计 营收超过250亿元。" 陈明透露，接下来琼海将打造乐城"医疗旅游中心"，加速打通"乐城研用 琼海生产"路径，让更多 国际先进的药械不仅能在海南"首用"，未来还能实现本地化生产。 "这是海南唯一入选的线路!"省人大代表，琼海市委副书记、市长陈明难掩兴奋： 1月27日，全国40条非遗美食特色旅游线路发布，琼海的"山海非遗 舌尖品味——琼海特色美食之 旅"从全国170条报送线路中脱颖而出，成功入选。 6位代表讲述的发展路径各有特色，但每一条"路"，都直指海南自贸港高质量发展的未来。 首 ...

Core Viewpoint - The petrochemical industry is undergoing significant transformation towards green and low-carbon development during the "14th Five-Year Plan" period, focusing on clean energy structures and high-end utilization of industrial waste [1] Group 1: Energy Cleanliness and Low Carbonization - The energy structure in China is rapidly transitioning from traditional fossil fuels to cleaner, low-carbon, and diversified sources during the "14th Five-Year Plan" [2] - The hydrogen energy industry has seen rapid development, with breakthroughs in key technologies, leading to the initial formation of an industrial chain [2] - China Dongfang Electric Group has developed a water electrolysis hydrogen production system with a maximum hydrogen production capacity of 250 Nm³/h and a pressure of 3 MPa, utilizing renewable energy sources [2] - The National New Energy Storage Innovation Center has developed a liquid-cooled energy storage system and a new fire extinguishing system, significantly enhancing the reliability of energy storage stations [2] Group 2: Transition from "Carbon Fixation" to "Carbon Utilization" - The petrochemical industry is actively developing a circular economy, exploring new paths for carbon dioxide resource utilization and capture [3] - The carbon capture cost at Guoneng Group's Taizhou power plant is only 208 RMB per ton, utilizing a self-developed absorbent for high-capacity and low-energy consumption [3] - Jiangsu Shenghong Chemical Fiber has developed a project that captures carbon dioxide emissions and converts them into polyester fibers, reducing carbon emissions by 28.4% compared to petroleum-based methods [3] Group 3: Resource Utilization of Industrial Waste - The utilization of industrial waste is becoming a crucial breakthrough for the development of a circular economy [4] - Beijing Shougang Longze Technology has developed a project that captures carbon from industrial waste gas and converts it into bioethanol and microbial protein, turning waste into high-value resources [4] - Anhui Fengyuan Group has innovatively utilized agricultural waste to produce bio-based polyurethane for automotive interior leather, significantly reducing carbon emissions [5] - The Chinese Academy of Sciences has developed a water treatment catalyst that purifies wastewater, making it suitable for various applications [5] Group 4: Phosphate Chemical Solid Waste Utilization - Guizhou Phosphate Group has applied phosphogypsum solid waste in construction materials and soil improvement, effectively turning waste into valuable resources [6] - The company has established a production line for anhydrous gypsum packaging boxes, which does not consume timber resources and reduces environmental pressure [6]

笔者注意到，三大区域美丽中国先行区行动方案关注环境污染治理、生态保护修复、生态文明建设，均 将绿色低碳发展列为优先任务，强调绿色低碳的引领作用。 美丽中国先行区建设是一项系统工程，各区域应以绿色低碳为导向，以改革创新为动力，协同推进经济 社会发展绿色化、低碳化，让推动美丽中国建设的绿色低碳动能更加强劲。 在国务院办公厅转发生态环境部《关于建设美丽中国先行区的实施意见》后，生态环境部近期又会同相 关部门联合印发了京津冀、长三角、粤港澳大湾区三大区域美丽中国先行区建设行动方案，进一步明确 了三大区域美丽中国先行区建设的目标蓝图和行动路线图。三大战略区域美丽中国先行区建设的高起点 起步得到广泛关注。 在美丽中国先行区建设实施路径方面，京津冀在产业转型上布局传统产业绿色化数字化改造提升工程、 推广使用绿色低碳钢材，在能源转型上明确平原地区全面建成高污染燃料禁燃区，在运输结构调整上提 出推广大宗货物"公转铁+新能源车"运输模式。长三角大力推动新质生产力发展，强调发展壮大绿色低 碳环保产业，构建区域碳足迹管理体系，建设海上风电项目和跨省份特高压工程，打造区域充换电基础 设施"一张网"。粤港澳大湾区突出绿色低碳发展能级提升 ...

商报讯(通讯员胡心怡章高渊记者周振琪)昨天，中国绿港零碳园区建设暨新能源装备产业高质量发展大 会在临平经济技术开发区举行。本次大会汇聚行业专家、企业代表，共商绿色低碳发展大计，为长三角 乃至全国绿色能源产业发展注入强劲动力。 回溯发展进程，2024年底，"中国绿港"落户临平，以经济技术开发区为主场，擘画"2+3+N"产业发展蓝 图，做强风电装备、高效节能装备两大支柱产业，做精先进环保、新能源汽车零部件、光伏储能三大优 势产业，前瞻布局氢能装备、固态电池、能源互联网等N个未来赛道。 同时，绿港智慧能碳研究院揭牌成立。"未来，我们会以研究院加产业联盟入场咨询的模式，组织专家 对企业进行深度调研并提出减排方案，如推广玻璃幕墙、车棚光伏等，以提升光伏覆盖率，达到最佳降 碳效果。根据企业生产情况制定有效政策，这种模式可以在全国范围内进行复制、推广。"杭州极能科 技有限公司副总经理丁晓亮介绍。 此外，临平区还发布了"绿色能源政策十条"，涵盖零碳建设补助、示范奖励、用地保障、人才扶持等多 个方面。如零碳项目分级建设补助方面，针对有自投的企业给予补助，第一批试点最高不超过100万 元；一系列政策为新能源装备产业发展提供全方位 ...

Core Insights - The successful operation of the energy storage station at Dongguan Guanjie Metal Surface Treatment Co., Ltd. marks a significant achievement for China Gas Holdings Limited in the automotive supply chain energy storage market [1][3] - The energy storage system utilizes lithium iron phosphate technology to provide customized energy solutions, addressing high electricity costs and unstable power supply issues for the company [1][2] Company Overview - Guanjie Metal was established in 1994 and completed the construction of a new factory in 2020, being one of the first electroplating companies to complete the renovation in Shatian Environmental Protection City [1] - The company specializes in producing various electroplating products, serving a wide range of downstream clients including automotive manufacturing, electronics, optical module communication, and high-end brand hardware [1] Energy Storage Solution - China Gas designed a precise energy storage solution tailored to Guanjie Metal's electricity usage characteristics, charging during off-peak hours and discharging during peak hours to stabilize electricity load and reduce cost pressure [2] - The project is expected to save the company a significant amount in electricity costs annually and reduce carbon emissions by approximately 120 tons, while enhancing the company's ability to respond to sudden grid issues [2] Industry Context - The electroplating industry has high demands for power stability and significant electricity consumption, making electricity costs a critical concern for these companies [2] - China Gas's expertise and experience in energy storage projects allowed for the successful design, construction, and operation of the energy storage system, providing a competitive edge for Guanjie Metal in the market [2][3] Future Outlook - China Gas aims to continue focusing on the commercial energy storage sector, enhancing its technical capabilities and service levels to provide customized energy storage solutions for more manufacturing enterprises, supporting the green and low-carbon development of the real economy [3]

未经授权引用或转发须承担法律责任及一切后果，并请务必阅读文后的免责声明 行业研究 市场研究部 2026 年 1 月 26 日 光伏行业周报（20260119-20260123） 本周光伏设备（申万）指数表现 本周（2026/01/19-2026/01/23）沪深 300 指数-0.62%，申万 31 个行 业指数 24 个上涨，电力设备（申万）指数本周+3.57%，排在第 11 位， 跑赢指数 4.19pct。电力设备二级行业指数普涨，光伏设备行业指数 +6.49%，电池（申万）、电网设备（申万）、其他电源设备Ⅱ（申万）、 风电设备（申万）、电机Ⅱ（申万）分别+0.53%、+5.07%、+5.57%、 +7.84%、+3.82%。从公司表现看，本周光伏设备行业（申万）公司 涨幅居前的是奥特维、迈为股份、帝科股份、帝尔激光、固德威，跌 幅居前的公司为微导纳米、聚合材料、阳光电源、航天机电、京山轻 机。 产业链主链价格全线上涨 根据 datayes，1 月 21 日硅料成交价 59 元/kg，环比持平；硅片成交 价为 1.50 元/片，环比持平；电池成交价 0.42 元/W，环比持平；组件 成交价为0.81元/W ...

1月29日，长三角生态绿色一体化发展示范区（以下简称"示范区"）新闻发布会举行。 上海市政府副秘书长、市发展改革委主任，长三角一体化示范区执委会主任顾军介绍了示范区"十四 五"期间建设成果，及"十五五"开局之年重点工作安排。 累计形成161项制度创新成果，推进180个重点项目建设 作为长三角一体化发展的先手棋和突破口，示范区自2019年11月揭牌成立以来，始终牢记习近平总书记 嘱托，汇聚两省一市三级八方合力，持续推进示范区高质量发展。经过六年多建设，特别是"十四五"期 间聚力推进，示范区一体化高质量发展势头强劲：GDP年均名义增速7.3%，2025年GDP达到5716亿 元，两区一县各自增速均位居所在省市前列，示范区规模以上工业总产值、工业投资增速等均高于长三 角平均水平。 特别是在刚刚过去的2025年，示范区建设全面发力、亮点不断：中央区域办印发第三批8项示范区改革 授权事项，已累计向示范区作出三批、共26项改革授权，其中前两批18项全部落地，两省一市人民政府 印发9项省级改革授权事项，包括加快统一大市场建设、推动科技创新和产业发展等方面，支持示范区 高质量发展；在"不破行政隶属、打破行政边界"的一体化探索 ...