当前论点普遍认为碳中和引领的绿色转型是以花费大量成本为代价的，尤其从短中期来看，但事实上其 中孕育着巨大的投资和发展机遇，这也可以从中央经济会议确定的未来经济工作的重点任务中窥见一 斑。 首先，双碳目标实现的关键是根本性的能源替代转型，要构建以清洁能源为主体的能源系统，有赖于多 种关键矿产资源的大量消耗。研究显示，碳中和愿景下的能源转型将带动国内银、镉、锗、铟、硒、 碲、铜、锡和锌等关键矿产需求的大幅提升；在当前的储量水平上，2060年全球硒和镉矿产的储量分别 需要增加14.3和4.9倍才能满足中国及全球风光发电的需求。加大资源勘探力度并强化勘探技术研发投入 是增加可供开采的储量的不二选择。同时，开展资源回收利用相关的技术和服务投资也将显著降低可再 生能源技术发展对关键矿产的需求。 （本文作者段宏波为中国科学院大学经济与管理学院教授） 其次，大规模储能设施和技术发展是解决可再生能源间歇性利用问题，实现多能互补，继而推动能源绿 色转型发展的关键。针对我国在智能电网、微电网、分布式能源、氢能和电动汽车等领域的需求，结合 储能商业与示范工程建设，强化上述领域的储能产业技术研发，将是有长远前景的重要投资方向。此 外， ...

国家 有关部委、各省（区、市）充电设施主管部门 ， 行业协会、咨询机构 ，国家电网公司、南方电网公司、内蒙古电力 集团 和 有关充电设施运营服务 企业参加本次会议。 12 月 26 日，国家能源局在云南昆明召开 2025 年推进高质量充电基础设施体系建设座谈会，总结交流经验做法，研究部 署下一步工作。国家能源局党组成员、副局长何洋出席座谈会并讲话。 会议指出， 2025 年是全国充电基础设施发展全面提质升级的一年。充电保障更加有力，截至 11 月底，全国累计建成充 电设施 1932.2 万个。设施覆盖范围更加广泛，全国高速公路服务区累计建成充电设施 7.05 万个， 19 个省份实现了充电 设施 " 乡乡全覆盖 " 。充电服务更加高效，大功率充电设施加快布局，全国公共场站平均充电功率提升 30% 。 充电基础 设施和 充电行业的快速健康发展，为绿色出行提供了坚强保障，为经济高质量发展注入了焕新活力，为实现 " 碳达峰、碳 中和 " 目标提供了积极助力。 会议指出，随着我国充电基础设施体系加快建设，充电行业发展呈现出一些新趋势、新变化，充电设施布局主要矛盾从供 给不足向 布局 不均衡转变，行业竞争从 " 扩规模 ...

Core Viewpoint - The National Development and Reform Commission emphasizes the integration and optimization of infrastructure to enhance efficiency and promote digital transformation and intelligent upgrades in various sectors, particularly in transportation and energy [1] Transportation Sector - The initiative aims to promote the integration of various transportation modes, accelerating the development of hub networks and enhancing the connection between trunk and urban transport systems [1] - Development of comprehensive passenger transport hubs and improvement of the collection and distribution system for hub ports and stations are prioritized [1] - There is a focus on utilizing transportation facility spaces for the construction of photovoltaic, energy storage, and charging facilities, as well as enhancing the flood control, water supply, and power generation functions of shipping and water conservancy hubs [1] - The digital transformation and upgrade of existing facilities are encouraged, alongside a strong push for the development of intelligent transportation systems [1] Energy Sector - Support is provided for the local development and consumption of renewable energy resources in areas rich in such resources, with an emphasis on strengthening cross-regional energy transmission and local self-balancing [1] - The initiative encourages the collaborative construction of national computing power hubs and clean energy bases [1] - There is a push for innovative development of green power parks, zero-carbon parks, and smart microgrids [1] - The advancement of renewable energy generation technologies and the application of flexible direct current transmission and intelligent scheduling are prioritized, along with increased efforts in long-duration energy storage, green hydrogen production, and nuclear fusion technology [1] - Continuous promotion of ultra-supercritical coal power and flexible transformation technologies is also highlighted [1]

行业总览 宏观日报 | 2025-12-25 关注上游价格分化，中游开工淡季 中观事件总览 生产行业：1）在24日下午举行的国新办新闻发布会上，交通运输部公路局局长周荣峰表示，明年，交通运输部计 划部署开展高速公路服务区提质升级专项行动，重点抓好五项工作，其中首要工作就是着力提升充电服务保障能 力，加快推动高速公路服务区充电设施建设和更新改造，提升大功率的充电设施数量。 服务行业：1）北京市住房和城乡建设委员会等4部门联合印发《关于进一步优化调整本市房地产相关政策的通知》， 自2025年12月24日起施行。《通知》明确，一是放宽非京籍家庭购房条件。将非京籍家庭购买五环内商品住房的社 保或个税缴纳年限，由现行的"3年"调减为"2年"；购买五环外商品住房的，由现行的"2年"调减为"1年"。二是支持 多子女家庭住房需求。二孩及以上的多子女家庭，可在五环内多购买一套商品住房。2）央行持续加码中长期资金 投放，中期借贷便利（MLF）连续10个月加量续做。中国人民银行12月24日发布中期借贷便利招标公告称，为保 持银行体系流动性充裕，2025年12月25日，将以固定数量、利率招标、多重价位中标方式开展4000亿元MLF操 ...

原文如下： 记者：首先关于「粤车南下」现时的预约情况，之前公布了第一日，可否总体讲讲，平均预约是多少? 会否有时间表，想增加名额至多少?关于刚才所讲的充电设施，现在「香港出行易」网站有显示提供国 标充电的停车场，其中包括转插，未来会否增加国标充电桩?另外，想关注中九龙绕道启德交汇处东行 出口这两日的切线问题，是否当局事前的测试不完备?接下来会如何调整? 运输及物流局局长与运输署署长会见传媒谈话内容 以下是运输及物流局局长陈美宝今日(十二月二十三日)到访大屿山充电站暨「粤车南下」资讯中心后， 与运输署署长李颂恩会见传媒的谈话内容： 运输及物流局局长：各位传媒朋友，感谢大家来到大屿山，此处邻近港珠澳大桥，是中电源动和运输署 新设的充电站和资讯中心。今日凌晨，我和很多市民一样在电视机前见证首批「粤车南下」旅客经港珠 澳大桥入境香港市区。看到他们非常开心，我也回想起自己首次驾车经港珠澳大桥这项国家级基建往香 港的愉快体验。这些旅客编排了一些在港的旅游和商务活动，体现了「粤车南下」作为政策创新的里程 碑，能拉近两地人民、加强往来，并缩短广东和香港之间的距离。我们看到，今日凌晨抵港粤车经港珠 澳大桥入境时的车辆查验过程非 ...

Group 1 - The National Development and Reform Commission and other departments aim to strengthen the construction of data element disciplines and digital talent teams to promote the integration of education, talent, industry, and innovation in the data field [1] - The China Interbank Market Dealers Association has optimized the merger note mechanism to enhance the efficiency of fund utilization and support corporate mergers and acquisitions [2] - Fujian Province has issued measures to promote the orderly development of computing power infrastructure, encouraging the planning of urban computing networks and upgrading submarine cables [3][21] Group 2 - The brain-computer interface sector is experiencing accelerated commercialization driven by policy and technology, with current valuations aligning with emerging growth characteristics [4][22] - Leading lithium iron phosphate companies are raising prices, with one company announcing a processing fee increase of 3000 yuan per ton starting January 1, 2026 [5][23] - New regulations on credit repair have been introduced to facilitate the revival of business entities, expanding the scope of credit repair and shortening processing times [6][24] Group 3 - Shanghai is moving towards regulating the development of offshore bond business in the free trade zone, with new draft regulations under review [7][26] - Fujian Province plans to build a collaborative computing network with a target of exceeding 12 EFLOPS in public computing power by the end of 2027, leading to significant market activity in related stocks [9][27] - Institutions are optimistic about the cross-year market, with 197 stocks included in the December "golden stock" list by brokerages [10][28] Group 4 - The brain-computer interface industry is set to accelerate with multiple conferences scheduled, including a large-scale competition and investment cooperation forum [11][29] - The charging infrastructure sector is witnessing rapid development, with a total of 18.645 million charging facilities in China as of October, marking a 54% year-on-year increase [12][30] - The new national standard for electric bicycles has been implemented, prohibiting the sale of vehicles that do not meet the updated requirements, creating new growth opportunities in the industry [13][31] Group 5 - Public fund institutions have increased their research activities, focusing on hard technology and advanced manufacturing sectors, with over 4200 company visits in November [14][32] - Offshore wind power is transitioning from demonstration to large-scale development, supported by increasing policy backing [15][33] - The scope of real estate investment trusts (REITs) has expanded to include urban renewal facilities, marking a significant milestone in the infrastructure sector [16][34][35] Group 6 - Eight real estate companies reported total sales exceeding 100 billion yuan in the first eleven months, with a notable increase in new housing supply and a positive market outlook [17][36][18]

Core Viewpoint - The "Air Silk Road" International Cooperation Summit aims to build a new hub for the Air Silk Road and establish a new highland for western openness, focusing on high-quality development and collaboration among various stakeholders [1]. Group 1: Company Role in Air Silk Road - Green Energy Hui Charge (referred to as "the company") plays a core hub role in energy construction along both the land and air Silk Roads, focusing on green energy equipment manufacturing, zero-carbon energy solutions, and cross-regional industrial collaboration [3][4]. - The company provides reliable charging and energy management services for the electrification of land and air transportation, as well as high-performance heavy-lift drones essential for the air economy [4]. Group 2: Strategic Layout and Innovations - The company has outlined four strategic directions for the Air Silk Road: enhancing infrastructure for low-altitude takeoff and landing sites, establishing a green energy equipment manufacturing base in Hami, Xinjiang, entering the heavy-lift drone market through acquisition, and creating an integrated energy service system [4]. - Innovations include high-safety charging solutions for airport ground services, advancements in drone flight control and hybrid power technologies, and the development of low-altitude economic demonstration zones [4][7]. Group 3: Standardization and Localization - The company emphasizes a development path of "standard leading, localized adaptation," focusing on creating energy service capabilities that are globally compatible yet regionally adaptable [5]. - It actively participates in industry standard formulation to ensure compatibility of charging interfaces and safety regulations, while also optimizing equipment for the specific needs of the western region [5][6]. Group 4: Energy Management and Optimization - The company aims to optimize energy dispatch through AI-driven management platforms that predict regional loads and adjust charging strategies dynamically [7]. - It is advancing hydrogen fuel cell technology for drones and integrating solar, storage, and charging systems to ensure continuous energy supply for low-altitude equipment [7]. Group 5: Industry Collaboration and Talent Development - The company has joined the low-altitude economy industry-education integration community to address talent shortages and establish industry standards through collaboration between government, enterprises, and educational institutions [8]. - It aims to cultivate a skilled workforce with dual knowledge backgrounds in new energy technology and aviation, while also developing practical operational standards for the emerging industry [8][9].

Core Insights - China has established the world's largest clean energy supply system, with a total installed power generation capacity of 3.65 billion kilowatts as of June 2025, of which 2.2 billion kilowatts (60%) is from clean energy sources [1][2] Group 1: Energy Consumption and Economic Growth - Over the past decade, China's energy consumption has grown at an average rate of 3.1%, supporting an average GDP growth of 6.7% [1] - The energy consumption per unit of GDP has decreased by 27%, and carbon emission intensity has dropped by 34% [1] Group 2: Renewable Energy Capacity - Since the 14th Five-Year Plan, China has added an average of 22 million kilowatts of new energy capacity annually, contributing over 80% of the world's new installed capacity [1] - Renewable energy capacity accounts for 41% of the global total, with over 96% of coal-fired power units completing ultra-low emission upgrades [1] Group 3: Technological Innovations - China has built 44 ultra-high voltage transmission channels, with annual electricity transmission from the "West to East" exceeding 700 billion kilowatt-hours [2] - The country has the world's largest single-unit capacity hydropower generator at 1 million kilowatts, and onshore and offshore wind power units have reached capacities of 11 megawatts and 26 megawatts, respectively [2] Group 4: Energy Storage and Electric Vehicles - The operational capacity of new energy storage in China is 95 million kilowatts, accounting for over 40% of the global total [2] - The number of electric vehicles in China exceeds 25.5 million, with 17 million charging facilities and a total rated power of 196 million kilowatts [2] Group 5: Regional Developments - Hunan province has accelerated the construction of a new power system, establishing the first provincial-level research center for new power system development in China [2] - Demonstration projects such as the Hunan New Power System Innovation Center and the Orange Isle Zero Carbon Energy Experience Hall have significantly improved energy supply efficiency in the province [2]

Core Viewpoint - The National Development and Reform Commission and five other departments have jointly issued the "Three-Year Doubling Action Plan for Electric Vehicle Charging Facility Service Capacity (2025-2027)", aiming to double the charging service capacity by the end of 2027 [2][3]. Summary by Sections Charging Infrastructure Development - By the end of 2027, the plan aims to establish 28 million charging facilities nationwide, providing over 300 million kilowatts of public charging capacity to meet the charging needs of over 80 million electric vehicles, effectively doubling the service capacity [2][3]. - The action plan is expected to drive over 200 billion yuan in investment in charging facility equipment manufacturing and construction [2]. Spatial Layout and Functionality - The plan emphasizes the need to improve the construction of charging facilities in rural areas, where the infrastructure is currently lacking compared to urban areas [3]. - It aims to add at least 14,000 direct current charging guns in townships without public charging stations by the end of 2027, ensuring comprehensive coverage of public charging facilities in rural areas [3][4]. High-Power Charging Facilities - The average power of public charging facilities in China is currently only 45.5 kilowatts, which is insufficient for high-demand scenarios during holidays and in urban hotspots [4]. - The plan includes the construction of 40,000 high-power charging guns (over 60 kilowatts) in key cities and highway service areas by 2027 [4]. Vehicle-Grid Interaction - The plan proposes to expand vehicle-grid interaction pilot programs, which connect electric vehicles with the power grid to optimize charging and discharging processes [6][7]. - This interaction can help manage electricity demand and enhance the utilization of renewable energy sources [7]. Community Charging Solutions - The "Unified Construction and Service" model is being piloted in residential areas to address charging difficulties, allowing residents to charge their vehicles conveniently and at lower costs [8][9]. - By the end of 2027, the plan aims to establish 1,000 pilot communities under this model, significantly improving the access and management of private charging stations [9].

Core Viewpoint - The National Development and Reform Commission and five other departments have jointly issued the "Three-Year Doubling Action Plan for Electric Vehicle Charging Facility Service Capacity (2025-2027)", aiming to double the charging service capacity by the end of 2027 [2][3] Summary by Sections Charging Infrastructure Development - By the end of 2027, the plan aims to establish 28 million charging facilities nationwide, providing over 300 million kilowatts of public charging capacity to meet the charging needs of over 80 million electric vehicles [2] - The action plan is expected to stimulate over 200 billion yuan in investment in charging facility equipment manufacturing and construction [2] Spatial Layout and Functionality - The plan emphasizes the need to improve the construction of charging facilities in rural areas, where the infrastructure is currently lacking compared to urban areas [3] - It aims to add at least 14,000 direct current charging guns in townships without public charging stations by the end of 2027, ensuring comprehensive coverage of public charging facilities in rural areas [3] - The average power of public charging facilities in China is currently only 45.5 kilowatts, which is insufficient for high-demand scenarios during holidays and in urban hotspots [4] - The plan includes the construction of 40,000 "super fast combination" charging guns with over 60 kilowatts in highway service areas by 2027 [4] Innovation and Interaction - The plan proposes to expand the trial scope of vehicle-grid interaction, which connects electric vehicles with the power grid for organized charging and discharging [5][7] - A NIO battery swap station in Nanjing allows for a quick battery swap process, with the remaining battery power being fed back into the grid [6] Community Charging Solutions - The "Unified Construction and Service" model is being piloted in residential areas, allowing residents to charge their vehicles conveniently without incurring installation costs [8][9] - By the end of 2027, the plan aims to establish 1,000 "Unified Construction and Service" pilot communities, significantly enhancing the access and safety management of private charging piles [9]