转自：北京日报客户端 2026年伊始，美国对委内瑞拉发动了军事打击。世界面临的历史性时刻离不开特朗普总统的参与。笔者 近日走访了中国的两座城市，它们处于中美两个超级大国竞争的最前沿。 如今，成都已站在了中国政府打造强大供应链战略的核心位置。 在成都北部，全球领先的液晶面板制造商京东方科技集团正在建设一座新工厂，计划于2026年投产。该 公司的目标是超越韩国同行，成为有机发光二极管（OLED）领域的全球领军者。 四川省也是宁德时代新能源科技股份有限公司的生产基地所在地，该公司在全球电动汽车动力电池市场 占有近40%的份额。 去年11月，我来到了中国人工智能初创企业深度求索（Deepseek）的总部所在地杭州市，该公司在2025 年推出的应用令世界惊叹。 在深度求索公司的总部，整栋写字楼和大厅里都找不到任何标识或标志，更别提公司的名字了。 去年1月，Deepseek发布了一种生成式人工智能模型，其性能足以与美国的ChatGPT相媲美，而且没有 使用英伟达芯片。美国禁止向中国出口此类半导体产品。Deepseek因此名声大噪。 该公司创始人梁文锋出生于1985年。尽管他被英国科学期刊《自然》杂志评为2025年度科技领 ...

据了解，批准发布的294项国家标准聚焦加快能耗排放技术标准升级、强化产品质量安全标准提升、加大回收循环利用标准供给三个方面。其中，组织 制修订火电、钢铁、建材等重点行业能耗限额标准，发布国家标准113项，助力加快淘汰落后产能；在贴近民生消费实际需求方面，组织制修订汽车、家 电、家居、新兴消费等领域国家标准115项。 市场监管总局标准技术司司长 刘洪生：电动汽车动力电池安全标准实现重大突破，首次将"不起火、不爆炸"列为强制性要求，推动车企优化电池结构 和热管理系统，显著提升新能源汽车安全水平。 央视网消息：12月26日，记者从市场监管总局了解到，由七部门联合印发的《以标准提升牵引设备更新和消费品以旧换新行动方案》标准研制任务收 官，部署制修订的13个重点领域294项国家标准已全部完成批准发布。 此外，围绕废旧产品回收、拆解、再生利用等关键环节，组织制修订家电、家具、电子产品、光伏、风电、动力电池等66项资源回收利用国家标准，引 导产品设计时就考虑易回收、易再生，打通全链条循环畅通的堵点卡点。 ...

高质量发展需要高标准支撑。2024年4月，市场监管总局联合国家发展改革委、工业和信息化部等7部门 印发《以标准提升牵引设备更新和消费品以旧换新行动方案》，部署制修订13个重点领域294项国家标 准。近日，记者从市场监管总局获悉，截至目前，相关标准已全部完成批准发布，标准研制任务圆满收 官。这些标准是否积极回应了市场所需和群众所盼？又将如何助力创建美好生活？记者就此进行了采 访。 大规模设备更新和消费品以旧换新行动涉及方方面面，如何准确把握需求部署国家标准的制修订？"比 如在促进消费品以旧换新方面，调研反映，我国已发布汽车、家电、电子产品、家居产品等领域标准超 过4500项，但随着消费品智能化、网络化、高端化发展，不仅需要进一步提升传统消费品质量安全标准 水平，也需要加快新兴消费品标准供给，引领创造新型消费。"市场监管总局标准技术司司长刘洪生 说。 对此，"两新"行动聚焦汽车、家电、家居、新兴消费等领域部署制修订115项国家标准，以标准提升助 力更多高质量耐用消费品进入居民生活，不断激发内需潜力。电动汽车动力电池安全标准就首次将"不 起火、不爆炸"列为强制性要求，推动车企优化电池结构和热管理系统，显著提升新能源 ...

Core Viewpoint - The article discusses the implementation of national standards to support high-quality development in various sectors, particularly focusing on equipment updates and the replacement of consumer goods, aiming to enhance safety, efficiency, and sustainability in the market [1][2][4]. Group 1: National Standards Implementation - The State Administration for Market Regulation, in collaboration with several departments, has issued a plan to revise 294 national standards across 13 key areas, which has been fully approved and published [1]. - The "Two New" initiative focuses on revising 115 national standards in sectors such as automobiles, home appliances, and emerging consumer goods to enhance the quality of durable consumer products and stimulate domestic demand [2]. Group 2: Energy Efficiency and Emission Standards - Over 140 energy consumption and efficiency standards and 170 pollutant emission standards have been published, but further upgrades are needed to meet technological advancements and stricter pollution requirements [2]. - The new mandatory national standard for coal-fired power generation aims to reduce average coal consumption to below 302 grams per kilowatt-hour by 2030, potentially decreasing carbon dioxide emissions by approximately 160 million tons [3]. Group 3: Circular Economy and Resource Utilization - The "Two New" initiative also emphasizes the development of a circular economy, focusing on product design for recyclability and the establishment of standards for the recycling and reuse of waste products [3]. - The introduction of 12 national standards for the recycling of power batteries aims to create a comprehensive standard system covering disassembly, residual energy detection, and recycling, facilitating the efficient recovery of strategic resources like nickel, cobalt, and lithium [3]. Group 4: Industrial and Light Industry Development - The initiative has accelerated large-scale equipment updates in the industrial sector, driving investment growth and promoting industrial development, with the Ministry of Industry and Information Technology completing 44 important national standards [4]. - In the light industry, 52 key recommended national standards have been deployed to address transformation and upgrade needs, with standards like smart furniture grading driving the market for high-end smart furniture products, which has exceeded 10 billion yuan [4]. Group 5: Future Focus Areas - In the coming year, the market regulation authority will focus on optimizing traditional industries and enhancing service quality, planning to revise over 1,800 standards to support industrial transformation [5]. - The authority will also develop a new consumer goods standard system that aligns with high-quality development, addressing consumer demands for safety, quality, and sustainability [5].

Core Viewpoint - The release of 294 national standards across 13 key areas aims to enhance the upgrade of traction equipment and promote the recycling of consumer goods, supporting the transition to a greener economy and improved product quality [1][2][3] Group 1: Energy Consumption and Emission Standards - The 294 national standards focus on upgrading energy consumption and emission technology standards, enhancing product quality and safety standards, and increasing the supply of recycling and circular economy standards [1] - New mandatory national standards for coal-fired power generation units are expected to reduce average coal consumption to below 302 grams per kilowatt-hour by 2030, leading to a decrease in carbon dioxide emissions by approximately 160 million tons [1] Group 2: Consumer Product Standards - A total of 115 national standards have been revised in sectors such as automotive, home appliances, and emerging consumption, aimed at improving product quality and safety, thereby facilitating the entry of high-quality durable consumer goods into households [2] - Significant advancements in electric vehicle battery safety standards now include mandatory requirements for "no fire, no explosion," which will enhance the safety of new energy vehicles and boost consumer confidence [2] Group 3: Recycling and Resource Utilization Standards - The establishment of 66 national standards for the recycling, disassembly, and regeneration of waste products aims to ensure that product design considers recyclability and to streamline the recycling process [2] - New mandatory standards for electronic product information clearance have been introduced to ensure the safety and privacy of second-hand product circulation [2] Group 4: Impact on Industry and Economy - The implementation of these standards is expected to support the government's policies for stable growth and consumption, effectively driving the transformation and upgrading of the light industry [3] - From January to November, over 12.8 million home appliances were replaced under the old-for-new policy, generating sales exceeding 2.5 trillion yuan, while approximately 8.6 million units of various appliances were dismantled, yielding around 1.9 million tons of recycled resources [3]

今年前11月中国家电以旧换新超1.28亿台 中新社北京12月26日电 (记者 刘亮)今年1月至11月，中国家电以旧换新超1.28亿台，带动相关商品销售 额超2.5万亿元(人民币，下同)。 国家市场监管总局26日召开新闻发布会，介绍2024年《以标准提升牵引设备更新和消费品以旧换新行动 方案》(以下简称《方案》)印发以来取得的成效。记者从此次新闻发布会获悉上述数据。 国家市场监管总局标准技术管理司司长刘洪生在会上介绍，《方案》聚焦加快能耗排放技术标准升级、 强化产品质量安全标准提升、加大回收循环利用标准供给3方面重点任务，部署制修订13个重点领域294 项国家标准。目前相关标准已全部完成批准发布。 编辑：王永乐 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 刘洪生称，相关标准发布，有力推动设备改造升级、促进消费潜能释放。例如，在节能降碳上，新版燃 煤发电机组能耗限额强制性国家标准，预计到2030年可推动平均供电煤耗下降至每 ...

新华社北京12月26日电 题：13个重点领域294项国家标准发布 "两新"标准提升行动圆满收官 新华社记者赵文君 围绕废旧产品回收、拆解、再生利用等关键环节，组织制修订家电、家具、电子产品、光伏、风 电、动力电池等66项资源回收利用国家标准，引导产品设计时就考虑易回收、易再生，规范产品回收时 要科学拆解再利用，打通全链条循环畅通的堵点卡点。 例如，出台电子产品信息清除强制性国家标准，明确技术要求和各方责任，保障二手产品流通安全 与隐私保护。发布12项动力电池回收利用国家标准，构建涵盖拆解、余能检测、再生利用等环节的国家 标准体系，促进镍、钴、锂等战略资源高效回收利用。 中国轻工业联合会副会长刘江毅表示，在国家稳增长、促消费系列政策的协同支持下，标准的发布 实施，不仅为消费品以旧换新政策落地见效提供了坚实支撑，更有效驱动轻工行业实现转型升级。 刘江毅介绍，家用电器性能品质、创新品类等标准，有效支撑以旧换新政策落地。今年1至11月， 我国家电以旧换新超1.28亿台，带动相关商品销售额超2.5万亿元。家用电器回收服务等标准，规范回收 处置流程，提升废旧家电的回收效率和资源利用率。今年1至10月，我国规范拆解电视机、 ...

"两新"重要标准在推动设备更新、促进居民消费等方面取得积极成效。记者从12月26日市场监管总局召开的"两 新"标准提升行动工作成效专题新闻发布会上了解到，今年1至11月，我国家电以旧换新超1.28亿台，带动相关商 品销售额超2.5万亿元。家具智能等级评定等标准，助推行业智能升级，龙头企业加速推出中高端智能家具产 品，市场规模达100亿元以上，成为家具消费升级的新增长点。明年，还将加快动力电池回收利用等领域标准研 制。 中国轻工业联合会副会长刘江毅在会上表示，截至2024年底，我国冰箱、洗衣机、空调等家电保有量超过30亿 台，家用电器性能品质、创新品类等标准，有效支撑以旧换新政策落地。今年1至11月，家电以旧换新超1.28亿 台，带动相关商品销售额超2.5万亿元。家具智能等级评定等标准，助推行业智能升级，龙头企业加速推出中高 端智能家具产品，市场规模达100亿元以上，成为家具消费升级的新增长点。而在循环利用方面，今年1至10月， 我国规范拆解电视机、电冰箱、洗衣机、空调和电脑等"四机一脑"约8600万台（套），产出约190万吨再生资 源。 2026年，市场监管总局将围绕建材、纺织、汽车、电力等十大传统产业高质量 ...

Core Insights - The European Battery Agreement aims to establish a sustainable and inclusive battery industry chain, ensuring Europe's technological sovereignty and industrial competitiveness in the global market [3][4]. Group 1: Key Objectives - The agreement focuses on four pillars: innovation, production, procurement, and security, to create a unified battery industry strategy [4]. - It emphasizes the importance of lifecycle management for batteries, complementing the EU's new battery law to enhance environmental regulation and resource recovery [5]. Group 2: Strategic Importance - The agreement is seen as a strategic move to reshape the battery industry landscape, addressing environmental and economic goals while enhancing global competitiveness [6]. - It aims to reduce reliance on imports of critical metals like lithium, cobalt, and nickel, thereby mitigating risks associated with price volatility and supply chain autonomy [6][7]. Group 3: Innovation and Sustainability - The agreement encourages R&D investments to drive breakthroughs in battery technology, targeting a 40% increase in energy density and a 30% reduction in production costs by 2030 [5]. - It introduces a digital "battery passport" to ensure traceability of raw materials and compliance with environmental standards throughout the battery lifecycle [5]. Group 4: Market Dynamics - The agreement sets regulatory barriers that may increase the cost of compliance for non-European battery manufacturers, potentially providing a competitive edge to local companies [7]. - It highlights the need for European companies to adapt to regional regulations and innovate to remain competitive in the global electric vehicle market [8].

Core Insights - The global electric vehicle battery production is expected to exceed demand significantly, with North America facing the most acute overcapacity risk [2][3][7] - By 2030, global battery production is projected to reach three times the demand, particularly in North America where capacity could quadruple [3][7] - The rapid expansion of battery production capacity is driven by government incentives and policies, but the actual market demand has not kept pace, leading to potential oversupply [6][7] Group 1: Industry Trends - The electric vehicle battery production capacity is growing at a rate of 43% from 2020 to 2025, outpacing the 32% growth in electric vehicle sales during the same period [6][7] - The Inflation Reduction Act in the U.S. has provided significant policy support for the electric vehicle industry, leading to aggressive capacity planning that may result in three times the actual market demand by 2025 [7][8] - The slowdown in electric vehicle sales growth in North America and Europe has led to a mismatch between supply and demand, exacerbating the risk of overcapacity [7][8] Group 2: Company Developments - A U.S. automaker is collaborating with South Korea's SK On to build a $5.8 billion battery plant in Kentucky, which has partially started production but lacks a confirmed full production date [3][4] - Ford is considering halting production of its flagship electric pickup, the F-150 Lightning, which could impact local employment and the economy [3][4] - Panasonic's battery plant in Kansas has faced delays in full production due to declining sales from its major customer, Tesla [4][6] Group 3: Market Adjustments - Some companies are beginning to adjust their production strategies in response to the changing market conditions, such as Panasonic's flexible capacity allocation for energy storage and power batteries [9][10] - The European Union's battery carbon footprint certification is pushing companies to enhance their environmental practices, which may lead to the exit of less competitive firms from the market [9][10] - The establishment of a €2 billion fund in Germany to support battery and hydrogen companies in creating zero-carbon industrial parks promotes cross-industry collaboration [10] Group 4: Future Outlook - The anticipated overcapacity in the battery market is viewed as a cyclical adjustment following a period of rapid expansion, with a focus on technological innovation and sustainable development as key to long-term success [11] - The industry is shifting towards a model that emphasizes resource recycling and environmental protection, moving away from traditional competition based solely on capacity expansion and cost control [11] - Companies that can adapt to these changes and maintain a commitment to innovation and sustainability are expected to thrive in the evolving market landscape [11]