中国发展网讯 记者施文郁报道 生态环境治理能力不断提升 "十四五"期间，全市空气质量优良天数连续5年超过320天，2025年优良天数338天，优良天数比例提升 至92.6%，比"十三五"末提高1.6个百分点，PM2.5年均浓度降至26微克/立方米，比"十三五"末改善 13%，优良天数比例和细颗粒物浓度双改善，环境空气质量六项主要污染物浓度较"十三五"末均有所降 低。13个国考河流断面、14处县级以上饮用水源水质优良比例均达到100%。近岸海域水质优良比例连 续5年超过97%，2025年达到99.1%。重点建设用地安全利用率、危险废物安全处置率保持100%。 绿色低碳转型加快推进 积极稳妥推进碳达峰碳中和，印发《国家碳达峰试点（大连）实施方案》，建立碳达峰碳中和"1+N"政 策体系。加快风光火核储一体化能源基地建设。氢能产业发展壮大，培育制、储、运、加、用等产业链 创新企业近50家。建设国家级绿色工厂45家、省级绿色工厂108家，我市获批加入国家燃料电池汽车示 范城市群。全市新建绿色建筑占新建民用建筑比例达100%。积极参与全国碳排放权交易市场建设，全 市14家参与履约企业全部按时足额完成配额清缴。全市清洁能源 ...

Core Viewpoint - Zhite New Materials (300986.SZ) has issued a warning regarding the "hot potato" risk associated with its stock price surge, which has deviated significantly from its fundamentals, indicating potential for a sharp decline in the short term [1][5]. Group 1: Stock Performance and Market Reaction - The stock price of Zhite New Materials increased by 211.27% from January 5 to January 21, 2026, leading to multiple instances of abnormal trading fluctuations [3]. - On January 21, 2026, the stock price closed at 33.2 yuan, down 4.6%, with a market capitalization of 13.666 billion yuan [1]. - The company reported a rolling P/E ratio of 108.43 and a P/B ratio of 6.73, significantly higher than the industry averages of 39.14 and 3.2, respectively [5]. Group 2: Business Overview and Strategic Moves - Established in 2011, Zhite New Materials is the first A-share listed company in the green new building formwork industry, having gone public on the Shenzhen Stock Exchange in April 2021 [5]. - The company’s main business includes aluminum formwork, protective platforms, and prefabricated components, with no changes reported in its core operations [7]. - In April 2025, Zhite New Materials signed a strategic cooperation agreement with Hefei Micro Era Digital Technology Co., Ltd. and the Quantum Technology Yangtze River Delta Industry Innovation Center to explore applications in quantum technology within new materials [7]. Group 3: Financial Performance and Growth Areas - For the first three quarters of 2025, Zhite New Materials achieved a revenue of 2.023 billion yuan, with a net profit of 118 million yuan, marking a 98.65% increase compared to the previous year [9]. - The company reported a significant increase in cash flow from operating activities, reaching 139 million yuan, a year-on-year growth of 7907.42% [9]. - International business contributed 307 million yuan in revenue during the first half of 2025, reflecting a 27.31% increase, with plans to expand into various global markets [9].

Core Viewpoint - The company, Suihengyun A, is positioning itself as a comprehensive operator in the energy and new energy sectors, aligning with national energy development trends and the "dual carbon" strategic goals [1] Group 1: Business Strategy - The company is focusing on business layout around "electricity, heat, hydrogen, and storage" [1] - It is actively seeking suitable development opportunities within the energy industry chain [1] - The company aims to identify quality investment targets to cultivate new profit growth points [1]

Core Viewpoint - Hydrogen energy is becoming a key force in promoting energy structure transformation and decarbonization in industrial and transportation sectors, as emphasized by the 20th National Congress of the Communist Party of China [2]. Group 1: Industry Development - The hydrogen energy industry in China is transitioning from theoretical exploration to practical implementation, but it still faces challenges such as key technology breakthroughs, insufficient industry chain collaboration, and limited application scenarios [2]. - The establishment of the Beijing Hydrogen Innovation Center is a crucial measure to align with the development trends of the hydrogen energy industry, serving as a core platform to connect research and market, and integrate industry chain resources [2][3]. Group 2: Key Initiatives and Goals - The year 2025 is identified as a critical window for the hydrogen energy industry explosion, with the Innovation Center planning to hold a conference on November 29 to promote technological and industrial innovation [2]. - The conference will feature highlights such as the release of innovative technology products, demonstration application results, and significant agreements, aimed at boosting confidence in the hydrogen energy industry [2][3]. Group 3: Strategic Focus Areas - The Innovation Center aims to tackle key technological bottlenecks in hydrogen production, storage, transportation, and utilization, concentrating efforts on overcoming technical barriers [3]. - It seeks to accelerate the transformation of scientific achievements into practical products and solutions, shortening the cycle from research and development to application [3]. - The Center will promote collaborative development across the industry chain, creating a closed-loop system that connects technology research, product implementation, and application scenarios to address issues of fragmentation and insufficient collaboration [3].

Core Viewpoint - Rongli Construction (09639) has seen a significant stock price increase of over 14%, indicating positive market sentiment following the signing of four key agreements at the ReThink HK2025 sustainability exhibition, marking a pivotal moment for its renewable energy business [1] Group 1: Company Developments - Rongli Construction's subsidiary, Rongli New Energy, has entered into strategic cooperation with SANY Zhongfu Hong Kong, signing four critical agreements [1] - This signing represents a concrete implementation of the Hong Kong Zero Carbon Smart Alliance's strategic blueprint in commercial terms [1] - The agreements signify the transition of Rongli Construction's renewable energy business from initial planning to revenue generation [1] Group 2: Industry Context - In May, Rongli Construction, along with industry leaders such as SANY Group and CATL, initiated the Hong Kong Zero Carbon Smart Alliance, aiming to create a comprehensive solution encompassing "solar, storage, charging, swapping, and recycling" [1] - The recent agreements are expected to facilitate the conversion of business from collaborative industry chain layout and capability reserve to order revenue, marking a critical turning point for profitability in the renewable energy sector [1]

Core Viewpoint - The Guangxi Zhuang Autonomous Region's Department of Transportation is developing a new energy highway freight corridor as part of the Western Land-Sea New Corridor initiative, focusing on cost reduction and efficiency improvement through integrated transportation and energy solutions [1][2]. Group 1: Project Overview - The project aims to create a logistics network in Guangxi that integrates vehicles, roads, and energy, utilizing new energy transport tools to lower logistics costs [1]. - It will establish the first "integrated" green low-carbon energy supply demonstration project on national and provincial highways [1]. Group 2: Infrastructure Development - The project will utilize roadside areas, interchanges, and tunnel entrances to develop "slope + photovoltaic" resources, revitalizing idle assets like maintenance stations and staff dormitories [2]. - A comprehensive charging and swapping network will be built along national and provincial highways, promoting economic development along these routes [2]. Group 3: Energy Integration - The project will create an integrated energy system that combines generation, grid, load, and storage, facilitating a multi-energy supply model [2]. - Along highways, a "wind, solar, storage, charging, and swapping" integrated electric corridor will be established, focusing on service areas [2]. Group 4: Economic Impact - The completed project will support charging and swapping services for new energy freight vehicles, enhancing the transportation of various products including coal, iron ore, and agricultural goods [2]. - It aims to reduce transportation costs and improve the quality of freight logistics operations by creating a dedicated new energy corridor based on logistics demands [2].