In the past week, there have been exciting actions taken by enterprises in the fields of green, low-carbon, and smart intelligence. From the joint release of the Beautiful China Securities Research Guidelines by the Environmental and Economic Policy Research Center of the Ministry of Ecology and Environment and Wanwu Cloud, to Tianhe Solar's world record breaking breakthrough in the field of perovskite stacked batteries, to Haier Smart Home's construction of a national level artificial intelligence pilot base, to Tianhe Energy Storage's consecutive landing in the UK and Japanese markets, the five dynamics span the four dimensions of domestic policies, hardcore technology, smart scenarios, and global collaboration, jointly outlining a panoramic view of carbon neutrality action that is "policy guidance, technology driven, smart empowerment, and global collaboration". They not only echo the era proposition of corporate carbon neutrality actions and green space user actions, but also demonstrate the strong support of smart intelligence for energy conservation, environmental protection, and low-carbon living, outlining a clear framework for multi-party efforts to promote carbon peak and carbon neutrality.
Analysis 1: The actions of green space users are becoming institutionalized and visible. The "Application Guidelines for Securities Research Reports on the Requirements of Building a Beautiful China" jointly released by Wanwu Cloud and the Environmental and Economic Policy Research Center of the Ministry of Ecology and Environment provides for the first time a systematic, quantifiable, and comparable evaluation standard for listed companies to implement beautiful China and green low-carbon development. For a long time, research reports have mainly focused on financial fundamentals and valuation pricing, with relatively scattered inclusion of green and low-carbon content; This guideline is aimed at securities research departments, adding a Beautiful China analysis framework in addition to traditional analysis, and incorporating the concept of "green mountains and clear waters are as valuable as mountains of gold and silver" into the research dimension. As an important participant in the action of green space users, Wanwu Cloud takes space technology services as its foundation to promote green transformation from conceptual declaration to performance measurement. It provides public infrastructure for the capital market to identify high-quality green enterprises and guide the efficient allocation of resources to low-carbon fields, reflecting the benign dialogue and collaboration among enterprises on sustainable issues.
Analysis 2: Photovoltaic innovation and energy storage collaboration jointly build the cornerstone of clean energy. Tianhe Solar won the first prize of the 2026 China Renewable Energy Society Science and Technology Award for its "Key Technology of Two end Perovskite/Crystalline Silicon Stacked Battery Modules Based on TOPCon". Its industrial standard stacked modules have a peak power of 907W and a full area efficiency of 29.2%, breaking the world record and winning global high-end distributed customer orders, demonstrating a complete breakthrough chain from laboratory records to industrial delivery. The related patent layout has reached 758, ranking among the top in the world. At the same time, the globalization pace of Tianhe Energy Storage continues to accelerate: deepening cooperation with Clarke Energy and Temporis Capital on the three major BESS projects in the UK, with a total scale of over 145MW/290MWh, the three projects run through the complete sequence of "already in operation, under construction, and newly signed", and are extended to long-term operation of power plants based on long-term technical service agreements; Signed a memorandum of understanding with Japanese AMP lify to supply approximately 1GWh of grid level energy storage systems, using the Elementa King Kong 3 series with 587Ah battery cells and a single compartment capacity of 6.25MWh. This series of layouts is not only a vivid practice of carbon neutrality dialogue and collaboration platforms among enterprises, but also injects deterministic energy into the low-carbon transformation of the global energy structure through China's energy storage solutions.
刚刚过去的一周，绿色低碳与智慧智能领域的企业行动精彩纷呈。从生态环境部环境与经济政策研究中心联合万物云发布美丽中国证券研究指引，到天合光能在钙钛矿叠层电池领域取得世界纪录级突破，从海尔智家承建国家级人工智能中试基地，到天合储能在英国与日本市场接连落子，五项动态横跨国内政策、硬核技术、智慧场景与全球协作四个维度，共同勾勒出一幅“政策引导、技术驱动、智慧赋能、全球协作”的碳中和行动全景图。它们既呼应了企业碳中和行动与绿色空间使用者行动的时代命题，也彰显了智慧智能对节能环保与低碳生活的强劲支撑，勾勒出多方合力推进碳达峰碳中和的清晰脉络。
分析一：绿色空间使用者行动走向制度化“可见”。万物云携手生态环境部环境与经济政策研究中心发布的《美丽中国建设要求证券研究报告应用指引》，首次为上市公司落实美丽中国与绿色低碳发展提供了系统化、可量化、可比较的评价标尺。长期以来，研究报告多聚焦财务基本面与估值定价，对绿色低碳内容的纳入相对零散；该指引面向券商研究部门，在传统分析之外增设美丽中国分析框架，把“绿水青山就是金山银山”的理念落到研究维度。作为绿色空间使用者行动的重要参与者，万物云以空间科技服务为底座，推动绿色转型从理念宣示走向绩效度量，为资本市场识别优质绿色企业、引导资源向低碳领域高效配置提供了公共基础设施，体现了企业间在可持续议题上的良性对话与协同。
分析二：光伏创新与储能协作共筑清洁能源基石。天合光能凭借“基于TOPCon的两端钙钛矿/晶硅叠层电池组件关键技术”摘得2026年度中国可再生能源学会科学技术奖一等奖，其工业标准叠层组件峰值功率达907W、全面积效率29.2%，刷新世界纪录，并斩获全球高端分布式客户订单，展现出从实验室记录到产业交付的完整突破链，相关专利布局已达758项、位居世界前列。与此同时，天合储能的全球化步伐持续加快：与Clarke Energy、Temporis Capital深化英国三大BESS项目合作，总规模超145MW/290MWh，三大项目贯穿“已投运、在建、新签约”完整序列，并依托长期技术服务协议延伸至电站长期运营；与日本AMP-lify签署备忘录，拟供应约1GWh电网级储能系统，采用搭载587Ah电芯、单舱达6.25MWh的Elementa金刚3系列。这一系列布局既是企业间碳中和对话与协作平台的生动实践，也以中国储能方案为全球能源结构低碳转型注入确定性能量。
Analysis 3: Smart and intelligent lighting up new scenarios for energy-saving and low-carbon living. The National Artificial Intelligence Application Pilot Base (Home Appliance Direction) constructed by Haier Smart Home has been launched in Qingdao, recommended by the Ministry of Commerce and approved by the National Development and Reform Commission, aiming to create a globally leading "new generation smart home appliance" pilot base and promote AI innovation from "solo" to "joint efforts" across the industry. Pilot testing is a key part of the industrialization of scientific and technological achievements. The base will accumulate reusable public capabilities, overcome obstacles such as product level complex scenario verification, enterprise level cross brand and cross device interconnection, and industry level repeated investment, and promote large-scale and standardized application of artificial intelligence. The popularization of smart home appliances is a micro footnote to the deep integration of smart intelligence and energy conservation and environmental protection, which enables low-carbon living to move from advocating to being tangible and usable in daily life.
Outlook: A week of practice has shown that moving towards carbon peak and carbon neutrality is not a single path, but a systematic engineering of policy standards, hardcore technologies, smart applications, and global collaboration. As the actions of green space users become more quantifiable, photovoltaic and energy storage technologies continue to break records, and artificial intelligence deeply empowers energy-saving scenarios, the role of enterprises as the main force of green transformation becomes increasingly clear. These actions also reveal a new trend: carbon neutral dialogue and collaboration platforms between enterprises are moving from conceptual to institutionalized, and cross-border and cross domain green collaboration networks are accelerating their formation. Looking ahead to the future, as more companies join the carbon neutral collaboration platform, green low-carbon and smart intelligence will accelerate their intersection, jointly painting a beautiful new picture of harmonious coexistence between humans and nature in China, and contributing solid Chinese solutions to global low-carbon living.
分析三：智慧智能点亮节能低碳生活新场景。海尔智家承建的国家人工智能应用中试基地（家居家电方向）在青岛启动，由商务部推荐、国家发改委审批，旨在打造全球引领的“新一代智慧家电”中试基地，推动AI创新从“单打独斗”走向全行业“联合攻坚”。中试是科技成果产业化的关键一环，基地将沉淀可复用的公共能力，破解产品级复杂场景验证、企业级跨品牌跨设备互联、行业级重复投入高等落地障碍，推动人工智能大规模、标准化应用。智慧家电的普及，正是智慧智能与节能环保深度融合的微观注脚，让低碳生活从倡导走向日常可感可用。
展望：一周的实践表明，迈向碳达峰碳中和并非单一路径，而是政策标尺、硬核技术、智慧应用与全球协作四方合力的系统工程。当绿色空间使用者行动愈发可量化、光伏与储能技术不断刷新纪录、人工智能深度赋能节能场景，企业作为绿色转型主力军的角色愈发清晰。这些行动还揭示出一种新趋势：企业间的碳中和对话与协作平台正从理念走向机制化，跨国界、跨领域的绿色协作网络加速成形。展望未来，随着更多企业加入碳中和协作平台，绿色低碳与智慧智能将加速交汇，共同绘就人与自然和谐共生的美丽中国新画卷，也为全球低碳生活贡献扎实的中国方案。
(Using AI translation)
（使用AI翻译）
