"十五五"规划建议提出，"完善新型举国体制，采取超常规措施，全链条推动集成电路、工业母机、高 端仪器、基础软件、先进材料、生物制造等重点领域关键核心技术攻关取得决定性突破。"二氧化碳的 生物转化，是生物制造领域极具潜力的方向。二氧化碳是生物固定和转化的原料，是全球碳素循环的重 要参与者，其转化的有机物支撑着整个食物链。通过生物技术，二氧化碳可以"变身"为淀粉、蛋白质、 燃料乃至可降解塑料。 人工合成淀粉样品 网友：我最近看到新闻，研究人员在尝试直接捕集海水中的二氧化碳，并合成为可生物降解的塑料。这 是不是属于"生物制造"的范畴？二氧化碳还能转化成什么？ 编辑：没错，你提到的正是当前科技前沿热点——二氧化碳不仅是温室气体，更是潜在的"碳资源"。 本期"瞰前沿"，我们邀请中国科学院天津工业生物技术研究所研究员蔡韬，介绍二氧化碳生物固定和转 化研究领域的最新进展。 二氧化碳是温室气体，也是重要的生物制造原料 我们每时每刻都在呼出的二氧化碳，是生命代谢的产物，也是自然界碳循环的关键一环。这种看不见的 气体，也是全球气候治理的焦点。 二氧化碳如同覆盖在地球表面的"保温被"，适量存在能将地球表面平均温度维持在15摄氏度左 ...

Core Insights - The 2025 Financial Street Forum focuses on "high-quality development of green finance" to support carbon peak and carbon neutrality goals, with over 400 key guests from more than 30 countries participating [1][2] - The forum emphasizes the importance of green finance in facilitating global low-carbon transformation and international cooperation in the green sector [1][2] Group 1: Green Finance Development - China has accelerated its green finance development, becoming the world's largest green credit market and the second-largest green bond market, contributing "Chinese experience" to global sustainable development [2] - The forum highlighted four key initiatives for green finance: enhancing service to the real economy, improving green finance standards, leveraging technology for innovation, and fostering cross-sector collaboration [2] Group 2: Institutional Perspectives - The National Social Security Fund emphasized that the "dual carbon" transformation is a profound revolution requiring long-term investment and a shift in capital towards sustainable assets [3] - Uzbekistan's ambassador highlighted the growing importance of green economies in addressing ecological and economic challenges, advocating for international cooperation in ecological development [4] Group 3: Corporate Initiatives - Hengli Group's commitment to "ecological priority and green development" includes innovative technologies in petrochemicals and the establishment of national-level green factories [5] - State Power Investment Corporation is actively pursuing innovative financing strategies and carbon asset management to support energy structure transformation [7] Group 4: Market Opportunities - Hong Kong is evolving from a traditional financial hub to a comprehensive value-added service provider, aiming to enhance the scale of green finance and improve ESG disclosure quality for mainland enterprises [8] - The forum included discussions on "transformation finance," focusing on the needs of traditional industries for green low-carbon transformation and effective financial services [9]

Core Insights - The 2025 Financial Street Forum focuses on "Innovation, Transformation, and Reshaping Global Financial Development," with over 400 key guests from more than 30 countries participating [1] - The forum emphasizes the importance of green finance in supporting global low-carbon transitions and the release of the "Green Finance White Paper" [1][8] Group 1: Green Finance Development - China has become the world's largest green credit market and the second-largest green bond market, contributing "Chinese experience" to global sustainable development [2] - The forum highlighted the need for innovation in green finance products and services, with a focus on the dual carbon goals [2][7] - The importance of establishing green finance standards and enhancing collaboration among various stakeholders was emphasized [2][3] Group 2: International Cooperation - Uzbekistan's ambassador highlighted the significance of green economy development for sustainable future and expressed willingness to deepen cooperation with China and international organizations [4] - The forum discussed the role of Hong Kong in expanding the green finance market and facilitating mainland enterprises' access to international markets [8] Group 3: Industry Innovations - Hengli Group showcased its commitment to green development through innovative technologies and the establishment of national-level green factories [5] - National Power Investment Group reported on its achievements in financing and promoting green technologies, including carbon asset management [7] Group 4: Long-term Investment Strategies - The need for long-term investment strategies that align with green finance principles was discussed, emphasizing the importance of patience and deep industry understanding [3][6] - The role of technology and collaboration in driving sustainable growth and transforming risks into opportunities was highlighted [6]

Group 1 - China Petroleum & Chemical Corporation (Sinopec) has established a new subsidiary, Sinopec Recycling Technology Co., Ltd., focusing on recycling and circular economy initiatives [1] - The registered capital of Sinopec Recycling Technology is 200 million yuan, fully owned by Sinopec's subsidiary [1] - Sinopec has previously engaged in circular economy efforts, including its 20% stake in China Resources Recycling Group, which focuses on waste plastic recycling [1] Group 2 - Sinopec initiated the Plastic Circular Economy Green Action Alliance in 2021, collaborating with 23 organizations to enhance recycling efficiency and develop chemical recycling technologies [2] - The company has achieved industrial production of biodegradable plastics, including PBST, PBAT, and PBSA [2] - Major petrochemical companies are increasingly investing in circular economy initiatives, with examples including Shanghai Leju Technology Co., Ltd. receiving investments from Sinopec and other industry players [2][3] Group 3 - Leju Technology, founded in 2018, focuses on recycling, circular logistics, and smart equipment, creating a closed-loop ecosystem for plastic waste [3] - The business model of Leju Technology aligns with petrochemical companies' needs for sustainable packaging solutions, especially in meeting carbon emission standards for exports [3] - The shift towards circular economy practices is seen as essential for petrochemical companies to meet ESG goals and customer demands [3][4] Group 4 - The promotion of waste recycling and circular utilization by petrochemical companies reduces reliance on crude oil and aligns with low-carbon development goals [4] - Establishing a closed-loop system enhances resource utilization efficiency and extends the industry chain [4] - Continuous technological advancements and supportive national policies are expected to drive sustainable development in the circular economy [4]

Core Viewpoint - Huayang New Materials is expected to achieve a net profit attributable to shareholders of 70 million to 90 million yuan in the first half of 2025, indicating a potential turnaround from previous losses [1] Financial Performance - In the first half of 2023 and 2024, Huayang New Materials reported net losses of 91.66 million yuan and 49.43 million yuan respectively [1] - The total net losses for the years 2023 and 2024 were 200 million yuan and 186 million yuan respectively [1] - Despite the expected improvement in net profit, the company's non-recurring net profit is still projected to be negative, estimated between -56 million yuan and -40 million yuan [1] Business Operations - The improvement in performance is attributed to the recovery of precious metals business and the transfer of land use rights to Taiyuan Chemical Industry Group, resulting in a net gain of 119 million yuan from asset disposal and a land transfer subsidy of 5 million yuan from the Taiyuan Municipal Finance Bureau [1] - Huayang New Materials has undergone significant personnel changes in early 2024, including the resignation of the former chairman and the appointment of a new chairman [6] - The company has focused on enhancing management in the precious metals recovery industry and is adopting a flexible production model in the biodegradable materials sector to improve product functionality and market share [7] Strategic Direction - Huayang New Materials has gradually divested its chemical assets, leaving it with precious metals recovery and power distribution businesses as of 2021 [4] - The company is targeting the new materials sector, particularly biodegradable plastics, although the transition requires substantial upfront investment in research and development [4]

Economic Performance - The Pingdingshan Nylon New Materials Development Zone achieved fixed asset investment of 1.86 billion, a year-on-year increase of 8.4% from January to May [1] - The industrial added value reached 1.69 billion, growing by 15.7% year-on-year [1] - The total industrial output value was 8.55 billion, with a year-on-year increase of 15.8% [1] - Expected operating income is 13.25 billion, reflecting a year-on-year growth of 1.8% [1] Project Development - The development zone plans to implement 35 projects this year with a total investment of 22.54 billion, including 6 provincial key projects worth 5.34 billion and 17 municipal key projects worth 15.75 billion [3] - Nine projects, including the first phase of the Nylon Technology annual production of 100,000 tons of caprolactam project, are expected to be completed in the first half of the year, adding an estimated annual output value of 6 billion [3] - Four new projects have commenced, with a total investment of approximately 2.72 billion, contributing to industrial upgrades and the cultivation of emerging industries [3] Investment Attraction - The development zone has adopted a "dual recruitment and dual introduction" strategy as a key initiative, focusing on upstream sourcing, midstream strengthening, and downstream expansion [4] - The zone's招商团队 has conducted 46 online promotional activities and visited 23 leading enterprises across four provinces [4] - A total of 18 projects have been connected, with an estimated total investment of approximately 8.27 billion, including 5 projects ready for signing worth about 2.43 billion [5]

Core Viewpoint - The article discusses the ecological risks associated with biodegradable plastics, despite their perceived environmental benefits, and emphasizes the need for strategies to mitigate these risks [1][3]. Group 1: Ecological Risks of Biodegradable Plastics - Biodegradable plastics, while seen as eco-friendly alternatives to traditional plastics, can release microplastics and nanoplastics that pose potential health risks [1][3]. - The degradation of biodegradable plastics can lead to the release of diverse oligomers, which are persistent organic pollutants, raising concerns about their adverse effects on ecosystems [4]. - Chemicals released from biodegradable plastics, such as phthalates and bisphenol A, have been shown to disrupt cellular metabolism and can have genetic, reproductive, and immunotoxic effects on organisms [5]. Group 2: Production and Demand Trends - The global demand for biodegradable plastics is increasing, with production expected to reach 2.47 million tons in 2024 and 5.73 million tons by 2029 [2]. Group 3: Mitigation Strategies - To reduce the potential risks associated with biodegradable plastics, collaboration among research institutions, companies, and policymakers is essential [5]. - Key strategies include identifying the sources and degradation pathways of toxic oligomers, developing biodegradable plastics with controllable and complete degradation capabilities, and redesigning the structure of biodegradable plastics for safer alternatives [5][6].