证券日报网讯 12月29日，东方电气（600875）在互动平台回答投资者提问时表示，东方电气已形成氢 能"制储加用"全产业链解决方案及相关服务。 ...

中国发展网讯 记者郭建军报道 12月26日，全省发展和改革工作会议在太原召开。会议坚持以习近平新 时代中国特色社会主义思想为指导，深入学习领会习近平总书记在中央经济工作会议上的重要讲话精神 和党中央决策部署，全面落实省委十二届十一次全会、省委经济工作会议、全国发展和改革工作会议精 神，总结今年发展改革工作，部署明年发展改革重点任务。省发展改革委党组书记、主任陈磊主持会议 并作工作报告，委党组成员出席会议。 会议指出，"十四五"以来全省上下有效应对复杂严峻形势和多重超预期因素冲击，全力稳定经济大盘， 坚定有序推进转型发展，较好完成"十四五"规划确定的主要目标任务。今年作为"十四五"规划收官之 年，全省发展改革系统坚定落实省委、省政府决策部署，坚持党建引领，立足五大职能，做了大量卓有 成效的工作。一是抓好经济分析和政策研究。扎实做好月度、季度经济运行分析，强化应用型研究，出 台一揽子稳增长促转型政策，为全省经济稳定运行提供有力支撑。二是抓好中长期规划和年度计划。全 面总结、深入宣传"十四五"发展成就，高质量编制"十五五"规划《纲要》及专项规划，统筹做好年度计 划指标编制落实。三是抓好投资管理和项目建设。深入开展重 ...

Group 1 - Platinum has become a new favorite in the international precious metals market, with prices soaring to $1,959 per ounce, nearly doubling in value [1] - The surge in platinum prices is driven by resource scarcity and significant changes in the energy landscape, marking a major industrial reshuffle [1] - South Africa, which produces about 70% of the world's platinum, has faced production challenges due to severe weather and ongoing power issues, leading to a 13% drop in annual output [2][6] Group 2 - The current supply of platinum is critically low, with available stock only sufficient for three months, exacerbating the demand-supply gap [3] - The hydrogen energy sector is rapidly expanding, requiring substantial amounts of platinum as a catalyst, with projections indicating that by 2025, the hydrogen industry alone will consume 50 tons of platinum [9][11] - The demand for platinum is further fueled by a rise in consumer interest in platinum jewelry, particularly in the Chinese market, where sales have increased significantly [16] Group 3 - Recent movements in the platinum market include the transfer of physical platinum from London to New York by U.S. entities, reflecting strategic positioning amid global supply chain reconfigurations [19] - The rapid increase in platinum prices has attracted significant interest from investors, but the mining industry faces challenges in ramping up production, which may take years to improve [21] - The current platinum market dynamics represent a shift from being an overlooked precious metal to a key asset in the global resource competition, driven by factors such as great power rivalry and capital influx [23]

Domestic News - The Ministry of Industry and Information Technology (MIIT) is soliciting public opinions on seven mandatory national standards, including safety technical requirements for car door handles and an English version of the mandatory national standard for electric vehicle safety [2] - Chongqing is promoting the development of "AI+" smart connected new energy vehicles, focusing on AI applications in areas such as assisted driving and intelligent interaction [3] - Sichuan is increasing support for the hydrogen energy industry, with significant progress in the hydrogen energy application and infrastructure development over the past year and a half [4] - Guangzhou has achieved full-scale open demonstration operations for autonomous driving, with 19 operational routes connecting major transport hubs to the city center [5] - CATL and Lantu have signed a ten-year deepening cooperation agreement, focusing on battery technology and supply chain collaboration [6] - BYD has officially announced the production of its 15 millionth new energy vehicle, achieving this milestone in just 13 months [7] - Li Auto has officially entered the markets of Egypt, Kazakhstan, and Azerbaijan, expanding its global presence with three main models [8] - Envision AESC has launched its battery super factory in Sunderland, UK, with a planned capacity of 15.8 GWh, capable of supplying batteries for over 200,000 electric vehicles annually [9] International News - The EU plans to expand the carbon border tax to include automotive parts, aiming to close loopholes that allow foreign manufacturers to evade climate-related costs [10] - Thailand will impose VAT and customs duties on all imported goods starting January 1, 2026, affecting automotive parts and aiming to protect local businesses [11] - Japan's NTT Group plans to deploy over 1,000 autonomous vehicles nationwide by 2030 to address the shortage of drivers in an aging society [12] - Kia intends to restart its sales operations in Malaysia through a new wholly-owned subsidiary in early 2026 [13] Commercial Vehicles - Dongfeng Liuzhou Automobile has joined Huawei's supercharging alliance to promote all-electric logistics, with a reported 34% year-on-year increase in commercial vehicle sales [14] - GAC Aion has secured 300 million yuan in financing to enhance its capabilities in the new energy commercial vehicle sector [15] - Cangzhou has issued a plan to improve air quality, emphasizing the transition to new energy vehicles in various sectors by 2027 [16] - Bosch is betting on hydrogen-powered heavy trucks, predicting a market explosion around 2027 as hydrogen fuel cell technology matures [17][18]

Core Viewpoint - The construction of the Chengyu Hydrogen Corridor aims to create a replicable and promotable hydrogen energy industry demonstration model [1] Group 1: Policy and Planning - The "Chongqing Hydrogen Station Industry Development Plan" has been issued, proposing an advanced layout for hydrogen stations and supporting facilities [1] - Sichuan plans to hold a meeting in April 2024 to further promote the development and application of the green hydrogen industry chain, indicating strong support for the hydrogen energy sector [1] Group 2: Industry Development - Over the past year and a half, Sichuan's hydrogen energy industry chain has shown significant results, with continuous breakthroughs in large-scale applications and improvements in the production and storage system [1] - The Chengyu Hydrogen Corridor's demonstration scale is steadily expanding, with hydrogen vehicles and refueling facilities leading in promotion within the western region [1] Group 3: Energy Trials and Innovations - Energy pilot projects are being conducted in an orderly manner, with construction of liquid hydrogen and organic liquid hydrogen storage trials in the Panxi region [1] - Innovative applications are being developed, such as the successful operation of the "light-hydrogen-oxygen thermal power" multi-supply system and the accelerated implementation of hydrogen metallurgy projects [1] Group 4: Future Directions - Sichuan will continue to leverage its resource advantages, focusing on application-oriented strategies, and will increase support for the hydrogen energy industry to address development challenges [1] - The goal is to promote high-quality development of the entire green hydrogen industry chain [1]

Core Viewpoint - The article emphasizes the importance of seizing opportunities in future industries, particularly in quantum technology, biotechnology, hydrogen energy, and nuclear fusion, as outlined in China's 15th Five-Year Plan [1] Group 1: Quantum Technology Development - Guangdong has established a clear strategic layout for quantum technology, aiming to create a world-class quantum information technology innovation platform and a southern base for quantum information industry [4][13] - The first large-scale dedicated optical quantum computer manufacturing plant in Shenzhen marks a significant transition from laboratory principles to engineering mass production, filling a global gap in the industry [5][14] - The Guangdong-Hong Kong-Macau Greater Bay Area is forming a robust "innovation magnetic field," with increased activity in quantum technology, including forums and collaborative events among universities and enterprises [6][14] Group 2: Sustainable Quantum Innovation Ecosystem - A comprehensive development framework covering basic research, technology breakthroughs, platform construction, and industry cultivation is rapidly taking shape in the Greater Bay Area [8][15] - Guangdong is implementing open talent recruitment plans and enhancing quantum information science education in key universities to support the growth of the quantum ecosystem [15] - The unique "one country, two systems, three tariff zones" structure of the Greater Bay Area is fostering a distinct path for quantum technology development, focusing on international research, industry demand, and regional collaboration [15] Group 3: Future Industries in Other Regions - In Hubei, the hydrogen energy industry is being developed with a comprehensive approach, aiming for a total industry chain output value of 100 billion yuan by 2027 [23] - Hubei has established a full-chain innovation matrix in biotechnology, with several products leading globally in market share [21] - The province is also advancing in 6G communication technology, with significant investments and developments aimed at becoming a leader in the global 6G landscape [20][22]

Core Insights - The National Development and Reform Commission (NDRC) has reported significant progress in the "Two Heavy" construction initiative, with substantial funding allocated for infrastructure projects aimed at enhancing national strategic capabilities and safety [2][3] Infrastructure Development - The NDRC has allocated 7 trillion yuan (approximately 1 trillion USD) in 2022 and 8 trillion yuan (approximately 1.2 trillion USD) in 2023 for 1,465 and 1,459 "hard investment" projects respectively, demonstrating a strategic and forward-looking approach [2] - Key areas of focus include urban infrastructure, major transportation projects along the Yangtze River, food security initiatives, and improvements in social welfare facilities such as high schools and hospitals [3] REITs Expansion - The NDRC is actively promoting the expansion of infrastructure Real Estate Investment Trusts (REITs), which have included various asset types since their inception in 2020, now covering 12 major industries and 52 asset types [4][5] - Recent efforts aim to further expand the REITs to include urban renewal facilities, hotels, sports venues, and commercial office spaces, enhancing support for the real economy [4] Private Economy Promotion - The implementation of the Private Economy Promotion Law has led to over 3,300 local study sessions and 11,000 training sessions, fostering a supportive environment for private enterprises [6] - The NDRC has introduced over 140 supporting measures to address core concerns of private enterprises, including a regulatory framework to prevent illegal fees [6] State-owned Forest Farms - The NDRC has issued guidelines to modernize state-owned forest farms, which cover 11.84 million acres and hold 3.81 billion cubic meters of forest stock, focusing on enhancing ecological product supply and resource management [7] - Key innovations include new management models, support for specialized industries, and the integration of modern technology in forest management [7] Emerging Industries - The NDRC is addressing challenges in emerging industries such as low-altitude economy and biomanufacturing by improving regulatory frameworks and market access [8] - The focus is on optimizing market entry conditions and supporting the development of integrated application scenarios to facilitate innovation [8][9] Energy Sector Developments - The NDRC has reported that the new energy storage capacity has exceeded 100 million kilowatts, significantly increasing the country's ability to manage power systems [10] - The hydrogen energy sector has also seen growth, with over 150,000 tons of green hydrogen production capacity established, supporting the transition to cleaner energy sources [10]

Core Viewpoint - Jianlong Micro-Nano has announced the termination of its major asset restructuring plan after five months of deliberation, citing that the conditions for implementation are not yet mature [2][3]. Summary by Sections Termination of Restructuring - On November 26, Jianlong Micro-Nano released an announcement stating that the company planned to acquire at least 51% of Shanghai Hanxing Energy Technology Co., Ltd. through cash payment for equity [3]. - After discussions with all parties involved, it was concluded that the conditions for the major asset restructuring were not mature enough, leading to a mutual agreement to terminate the transaction [3][6]. Impact on Business Operations - The transaction was still in the planning stage, and no formal agreements had been signed, meaning that there are no breach of contract liabilities for any party involved [6]. - The termination of the restructuring will not adversely affect the company's business operations, production activities, or financial status, nor will it harm the interests of shareholders, especially minority shareholders [6]. Future Strategic Directions - Despite the termination, Jianlong Micro-Nano recognizes significant business synergy with Hanxing Energy and has established a comprehensive strategic partnership to leverage each other's resources and expertise [9]. - The focus of this partnership will be on areas such as oil refining, petrochemicals, new energy, and carbon capture, with an emphasis on market development and new product/technology collaboration [9]. - The company aims to continue pursuing its development strategy and seek more opportunities for growth, enhancing its product matrix and improving profitability for shareholders [9]. Company Profile - Jianlong Micro-Nano specializes in the research, production, and technical services of molecular sieve adsorbents and catalysts, focusing on core areas such as industrial gas separation, medical oxygen production, petrochemicals, and renewable resources [9]. - As of November 26, the company's stock price was reported at 34 CNY per share, with a total market capitalization of 3.4 billion CNY [10].

Core Viewpoint - Jianlong Micro-Nano announced the termination of its planned acquisition of at least 51% of Shanghai Hanxing Energy Technology Co., Ltd. due to the immaturity of conditions for the major asset restructuring [1][3]. Group 1: Acquisition Details - Jianlong Micro-Nano had previously signed a letter of intent on June 24 to acquire a majority stake in Hanxing Energy, which is a downstream enterprise [3]. - The acquisition aimed to create a full-chain capability from high-performance molecular sieve material R&D to end-customer services, facilitating a transformation from a material manufacturer to a technology service provider [3]. Group 2: Company Profiles - Hanxing Energy specializes in hydrogen energy technologies, including hydrogen production, transportation, storage, and refueling stations, serving major clients like China Petroleum and China Petrochemical [3]. - Jianlong Micro-Nano is the first Sci-Tech Innovation Board listed company in Henan, focusing on the R&D, production, and sales of molecular sieve adsorbents and catalysts in various sectors, including industrial gas separation and renewable energy [3]. Group 3: Future Plans - The termination of the acquisition will not adversely affect Jianlong Micro-Nano's business operations or financial status [4]. - The company plans to establish a comprehensive strategic partnership with Hanxing Energy, focusing on areas such as oil refining, new energy, and carbon capture, while exploring new product and technology development [4]. - Jianlong Micro-Nano aims to seek more development opportunities and diversify its resource integration in the future [4].

"逐绿向新链启未来——绿色低碳与ESG发展论坛"于11月21日在四川省成都市举办。来自政府、产业、 学术及企业界的代表齐聚蓉城，共话绿色低碳与ESG发展的新方向与新路径，聚力推动氢能产业全链与 ESG深度融合。 中北大学党委书记张晓永在主旨发言时说，到2030年，"集成融合"要成为新能源发展的重要方式。"集 成融合"不是简单的技术叠加，而是深刻的"系统重构"。它要求我们做到："左右集成""前后集成""上下 集成"。 张晓永表示，相信只要我们早早的谋划、早早的出发、早早的落实，一定能够在新能源这个变革的大潮 中做到风景这边独好。 （文章来源：新华财经） 变革波澜壮阔，但"拦路虎"也很强大，必须要突破"系统协同之困"，突破"产业地理之困"，"创新人才 之困"。 中北大学是一所英雄的学校。中北大学一气一电、兵器技术等多个领域不断取得新进步，在国防领域是 有一定影响的，在新能源领域也不断发力构建新的技术成果。 "左右集成"就是从"能源孤岛"走向"能源共同体"。"前后集成"，就是从"发输配用"的线性思维走向"源网 荷储"互动的一体化思维。"上下集成"，就是从"能源消费"走向"能源治理"。 ...