Core Viewpoint - The "14th Five-Year Plan" emphasizes technological self-reliance, modern industrial system construction, and high-level opening-up, aligning closely with Guangdong's economic development needs [1][3]. Group 1: Proposals for Economic Development - During the Guangdong Two Sessions in 2026, proposals were made to leverage the "14th Five-Year Plan" to address development bottlenecks and cultivate new productive forces [1][3]. - Key proposals include enhancing open cooperation, promoting industrial upgrades, and utilizing low-carbon computing and AI systems to empower economic development [1][4]. Group 2: Directions for Industrial Upgrade - Three main directions for activating new industrial upgrade momentum were proposed: deepening open cooperation, transforming traditional industries, and cultivating emerging future industries [3][4]. - In open cooperation, suggestions include leveraging the "Belt and Road" initiative to enhance international collaboration and optimize export-import channels for high-value products [4][5]. - For traditional industry upgrades, the focus is on integrating AI and green technologies to improve efficiency and sustainability in sectors like home appliances and textiles [4][5]. - Emerging industries such as low-altitude economy and biomanufacturing are highlighted, with specific targets for growth and development by 2027 [5][6]. Group 3: Empowering Development through AI and Computing - The proposal emphasizes the importance of low-carbon computing as a core production factor, suggesting three practical paths for its integration into industrial upgrades [5][6]. - The first path involves establishing a collaborative ecosystem for low-carbon distributed intelligent computing nodes, leveraging local resources and technologies [5][6]. - The second path focuses on creating a trusted data space to drive AI applications in healthcare, enhancing data management and operational efficiency [6]. - The third path explores integrating AI into urban renewal processes, improving planning, construction, and operational efficiency through intelligent systems [6]. Group 4: Policy Environment and Future Outlook - Guangdong's strong manufacturing base, innovative ecosystem, and large market size position it well to capitalize on the "14th Five-Year Plan" policies [6]. - Ongoing initiatives like the construction of a national computing hub in the Guangdong-Hong Kong-Macao Greater Bay Area are expected to provide a favorable policy environment for these proposals [6].

中经记者 赵毅 广州报道 "十五五"规划聚焦科技自立自强、现代化产业体系建设、高水平对外开放等核心任务，与广东经济发展 需求高度契合。 2026年广东两会期间，围绕如何充分释放"十五五"规划红利，破解发展瓶颈、培育新质生产力，广东省 政协委员、广州市工商联副主席、华安达实业有限公司董事长丘育华带来两份针对性提案，分别从深化 开放合作、推动产业升级、布局未来产业及利用低碳算力与AI体系赋能等维度，为广东经济高质量发 展建言献策，助力经济大省向经济强省跨越。 作为经济大省，广东制造业基础雄厚、数字经济领先、开放优势突出，但也面临核心技术瓶颈、区域发 展不均、产业升级压力等挑战。 传统产业升级方面，丘育华主张以智能、绿色双擎驱动，运用人工智能深度渗透家电、陶瓷等传统产业 生产全流程，通过AI质检、智能调度与柔性生产系统提升效率与精准度；同时聚焦工艺革新与循环发 展，在纺织业推广无水染色技术，建材企业打造绿色工厂，形成全链条低碳生产模式，推动传统产业从 规模扩张向质量效益转型。 新兴与未来产业布局上，重点聚焦低空经济与生物制造两大赛道。建议依托国家级低空经济创新发展试 点政策，简化飞行计划申报审批流程，借助大湾区区位 ...

AI大模型爆发带来的前所未有算力需求增长，已成为能源研究的关键议题。智通财经注意到，北京理 工大学近日发布的2026年能源经济预测与展望研究报告将低碳算力与能源经济形势、全球能源转型、能 源市场、碳市场等主题并列，这是该系列报告连续发布16年来，首次聚焦纯能源和气候议题之外的技术 领域，足见电力算力息息相关——一方面，算力的最终边际成本取决于电力，与此同时，在量级跃升、 密度倍增的同时，双碳目标约束对算力的"含绿量"提出了更高要求。 《低碳算力服务回顾与展望》（2026）报告执笔人、北理工能源与环境政策研究中心副主任从荣刚教授 认为，当前算力供需存在"东紧西松"区域错配、算力类型错配、算力算效水平错配。我国算力产业已迈 入梯度布局、绿色低碳、高效服务的转型关键期。未来，需锚定"低碳+普惠+融合"价值导向，构建东 西对接、类型适配、算电协同、市场多元、业态丰富的低碳算力服务体系与网络，完善可持续的算力服 务生态及市场，助力我国实现从 "算力大国"到"算力强国"的跨越。 比如，东部核心城市群作为数字经济核心承载区，算力需求高度集中，部分热点区域（如上海、北京的 智算枢纽）算力负载率超85%，高峰时段甚至出现算力排 ...

Core Viewpoint - The "2026 Energy Economic Forecast and Outlook Research Report" was released, highlighting the development trends and challenges in China's energy sector during the 14th Five-Year Plan period and beyond [1][2]. Group 1: Energy Development Outlook - The report on China's energy development during the 14th Five-Year Plan indicates that a sustainable internal driving force for the new energy system has been established, with traditional fossil energy consumption expected to enter a historical downward trend [2]. - The development of new energy is seen as a key pathway for macroeconomic counter-cyclical and cross-cyclical regulation, contributing significantly to both qualitative and quantitative economic growth [2]. Group 2: Energy Economic Situation - The 2026 China Energy Economic Index report suggests that the macroeconomic situation in 2025 improved steadily with the support of the energy economy, and the hydrogen energy sector is expected to maintain strong momentum alongside batteries and photovoltaics in 2026 [3]. - The report emphasizes the need for the energy sector to enhance quality and efficiency through "anti-involution" policies, supported by traditional energy sources [3]. Group 3: Global Energy Transition - The global energy transition index report indicates that by 2024, the overall energy transition is expected to surpass 2015 levels, although the polarization of energy trade networks has increased system vulnerability [3]. - China ranks 13th globally in energy transition, with potential for improvement in sustainability dimensions [3]. Group 4: Oil Market Analysis - The international oil price analysis predicts that in 2026, the fundamental support for oil prices will weaken, leading to a more relaxed overall market structure, with Brent and WTI crude oil prices expected to average between $53-63 and $49-59 per barrel, respectively [3]. Group 5: Carbon Market Insights - The carbon market report highlights significant growth in the national carbon market in 2025, with an expanded coverage scale and enhanced policy influence and market expectations [4]. - Future efforts are needed to boost market trading vitality and align with global carbon pricing mechanisms and cross-border emission reduction rules [4]. Group 6: Low-Carbon Computing Services - The low-carbon computing services report indicates that China's computing industry is entering a critical transformation phase focused on green, low-carbon, and efficient services [4]. - The report calls for the establishment of a low-carbon computing service system that integrates various market types and enhances sustainability [4].