Core Viewpoint - The domestic glass industry is undergoing a significant transformation in its fuel structure, shifting towards a diversified model dominated by natural gas, with petroleum coke and coal gasification as important supplements [1][2] Fuel Structure - As of mid-2025, 59.38% of the national float glass production capacity will utilize natural gas, particularly dominant in North and East China [1] - Petroleum coke accounts for 20.77% of the fuel mix, concentrated in Central and South China, while coal gasification holds an 18.00% share, mainly in North, Northwest, and Northeast China [1] Driving Forces - The primary driver of this fuel structure change is environmental policy, particularly the "Energy Conservation and Carbon Reduction Action Plan," which promotes the replacement of traditional fuels with cleaner energy sources [2] - Fuel costs, which constitute 30% to 40% of total production costs, significantly influence companies' fuel choices [2] - Despite natural gas being the mainstream choice, high gas prices have led to losses for companies using it, while those using coal gasification have seen better profits due to lower coal prices [2] Industry Dynamics - The competition between old and new production capacities is reshaping the industry landscape, with older natural gas-fired facilities being the most affected by recent shutdowns [2] - A structural contradiction exists where the push for natural gas due to environmental policies is challenged by the high costs that older facilities cannot sustain [2] Future Outlook - Regional policies are accelerating the transition, such as Hubei's timeline for converting petroleum coke to natural gas, which will significantly alter the fuel composition in Central and South China [3] - The industry is exploring advanced low-carbon technologies, including all-electric melting technology for daily glass and all-oxygen combustion technology for float glass, which has been adopted as industry standards [3] - Hydrogen technology is in the research and demonstration phase, representing a long-term direction towards zero-carbon manufacturing [3] Local Initiatives - In Hebei's Shahe glass industry, the energy transition is not a straightforward switch from coal to natural gas but involves a mixed replacement strategy centered on coal gasification, supplemented by pipeline natural gas [4] - The Zhengkang Clean Gas Project, funded by local enterprises, is a key player in this energy transition, having commenced operations in March 2025 [3][4] Economic Considerations - The choice of coal gasification as a core path is based on multiple factors, including cost advantages and resource endowments, making it more economically viable than relying solely on natural gas [4] - The transition to cleaner energy sources is expected to increase production costs, leading companies to face tough decisions on whether to invest in upgrades or temporarily shut down older lines [4] Industry Collaboration - Industry chain collaboration is becoming a core trend, with companies building upstream and downstream relationships to enhance operational efficiency [5] - Financial capital is increasingly integrated into the industry, with government initiatives supporting credit for industrial upgrades [5] - Collaborative efforts between government, universities, and enterprises are focused on overcoming technical challenges and nurturing talent for innovation [5] Competitive Landscape - The industry is shifting from homogeneous competition to product differentiation, with leading companies moving towards high-value specialty glass sectors [5] - Despite the focus on high-end products, price wars remain intense, with some manufacturers resorting to price cuts to recover cash flow, leading to market price distortions [5] - Operational efficiency is becoming crucial, with companies utilizing innovative inventory management strategies to enhance cost control [5] Overall Industry Direction - The future development path of the Shahe glass industry is clearly oriented towards high-end, intelligent, green, and financialized operations, with collaboration aimed at resource aggregation and competition driving firms towards high-value sectors [6]

中新网四川新闻11月15日电 (记者 王鹏)近日，由成都高新区科技创新局、四川大学电气工程学院主办 的成都高新区"金熊猫"人才沙龙系列活动——四川大学师生走进成都高新区企业活动举行。20余名来自 四川大学电气工程学院的师生先后走进西门子工业自动化产品(成都)有限公司、中自科技股份有限公 司，通过实地参访、专题交流等形式，深入了解智能制造与新材料产业的前沿动态。 活动首站来到西门子工业自动化产品(成都)有限公司。这家全球首批获世界经济论坛认证的"灯塔工 厂"，以集成化生产体系和智能化管理模式，向师生呈现了现代制造业的未来图景。该工厂融合研发、 制造和物流，通过高度协同的智能生态体系，实现从订单到交付的全链路数字化，展示了工业4.0理念 的本地化探索，让师生直观感受到科技赋能制造业的巨大潜力。 随后，师生一行前往环保催化领域的领军企业——中自科技股份有限公司。该企业与四川大学长期开展 产学研合作，在机动车尾气催化剂领域深耕20年，构建起"环境催化剂、储能及储能+、高性能复合材 料"三位一体的业务矩阵，形成多元发展格局。 展厅外的"零碳小屋"同样吸引目光。屋顶太阳能板可发电并将多余电量储存，实现屋内用电的绿色自 给 ...

"水流向有空间的地方，外交也往往如此。"国际可再生能源机构总干事拉卡梅拉说。他表示，中国在可 再生能源和电动汽车领域的主导地位正在巩固自身在气候外交中的地位。在COP30上，中国正从以往扮 演的默默无闻角色转变为世界关注的核心参与者，从中可以看出，抗击全球变暖的斗争主角已发生转 变。 作为一名长期的气候变化怀疑论者，美国总统特朗普再次让美国——全球历史累计温室气体排放最多的 国家——退出了具有里程碑意义的、旨在限制全球变暖的国际条约《巴黎协定》。今年，特朗普史无前 例地首次拒绝派遣官方高级别代表团代表美国参加联合国气候峰会。 批评人士称，美国退出这一进程意味着让出气候谈判中的有利位置，尤其是在中国迅速扩大国内可再生 能源和电动汽车产业的情况下。美国加州州长纽森近日现身COP30现场时说，"如果我们（美国）还没 意识到他们（中国）究竟在该领域和相关供应链上有何作为，以及他们正在如何主导制造业，还有他们 的产品正如何涌入市场，那么美国在这方面的竞争力就彻底完了。" 与往年的做法不同，在今年的COP30会场入口处，"中国角"占据了紧邻东道国巴西展馆的黄金空间。一 杯杯可口浓郁产自中国的咖啡、可爱的熊猫玩具和各种品牌 ...

【文/观察者网 阮佳琪】 在巴西亚马逊城市贝伦举办的《联合国气候变化框架公约》第三十次缔约方会议（COP30）期间，在大 会会场可以看到一个与往年截然不同的景象：中国国家展台"中国角"彻底告别了以往的低调，稳稳占据 入口大厅的黄金核心位置，紧邻主办国巴西的展馆，尽显亮眼风采。 与以往仅设置小型场地、难以容纳大量技术与学术研讨会参与者不同，今年的中国角格外吸睛，一杯杯 香醇浓郁的中国产区咖啡，憨态可掬熊猫玩具和特色品牌周边，不断吸引路人驻足停留。 COP30中国角展现中国长城美景，布置吸引外国参会青年留影。 视觉中国 11月10日，在巴西贝伦，与会代表在COP30"中国角"领取纪念品。新华社 观众还能现场聆听中国官员及全球顶尖清洁能源企业高管的演讲，直观感受中国对绿色未来的美好愿景 与周全规划。 "让我们秉承《巴黎协定》的精神，在人类命运共同体的愿景指导下，践行《巴黎协定》愿景。让我们 深化气候合作，共同建设清洁美丽的世界"，全球最大电池制造商中国宁德时代的副总裁孟祥峰，周四 在展台动情发声。 这是宁德时代首次在COP大会举办活动，旨在对接各国政府与非政府组织的合作资源。紧随其后，全球 最大电力公司中国国家电网 ...

智通财经APP获悉，高盛认为，由于能源需求强劲，全球石油需求的增长将持续时间比此前预期的还要 长。而就在几天前，国际能源署(IEA)也改变了其关于石油需求即将达到峰值的论断。分析师Yulia Grigsby和Daan Struyven在周四的一份报告中指出，石油需求量将从 2024 年的1.035亿桶/日增长至2040 年的 1.13 亿桶/日。该银行去年曾预测石油需求将在 2034 年达到峰值。 高盛的分析师写道："我们并不认为低碳技术会有重大突破。即便是为了实现石油需求峰值，我们预计 在 2030 年之后石油需求仍会处于长期平稳状态。以液化天然气为动力的卡车不太可能在除中国以外的 地区大规模推广。" 不过，高盛公司提醒称，长期的石油需求预测具有极大的不确定性，而且往往会大幅调整。他们指出， 低碳技术的快速发展以及潜在经济衰退的持续影响都存在风险。 高盛公司指出，由于低碳技术及基础设施建设方面的瓶颈问题，再加上能源需求的增加，公司对经济增 长峰值的预测进行了调整。该行表示，在经历了道路运输领域的长期平稳期后，石化产品将成为石油消 费的主要驱动力，而航空业也将做出显著贡献。 此前，IEA在其年度《世界能源展望 ...

格隆汇11月14日｜高盛集团表示，在强劲能源需求的推动下，全球石油需求增长将持续比此前预期更长 时间。而在本周早些时候，国际能源署（IEA）缓和了其对石油需求即将见顶的预测立场。高盛分析师 Yulia Grigsby和Daan Struyven在周四的一份报告中写道，全球石油需求将从2024年的1.035亿桶/日增长 至2040年的1.13亿桶/日。该行去年曾预测需求将在2034年见顶，但也指出，由于电动汽车普及速度放 缓，需求顶峰可能推迟六年到来。高盛将其对需求峰值的预测修正归因于低碳技术与基础设施面临的瓶 颈，以及能源需求的增长。该行指出，在道路交通领域的石油需求经历长期平台期后，石化产品将成为 石油消费的关键驱动力，航空业也将做出重要贡献。不过，高盛也警告称，长期石油需求预测具有高度 不确定性，并且往往会进行大幅修正，其风险主要来自低碳技术的加速进步以及潜在经济衰退的持续影 响。 ...

Core Insights - The report indicates that the Earth has crossed its first climate tipping point, prompting a shift in global climate governance towards actionable measures [1] - Tencent, representing Chinese tech firms, showcased multiple digital innovations at COP 30 aimed at addressing information barriers in the low-carbon sector [1][10] - The UNSH platform, developed in collaboration with Tencent, aims to facilitate the implementation of the Paris Agreement and the 2030 Sustainable Development Agenda by breaking down information silos [2][4] Group 1: Tencent's Digital Innovations - Tencent introduced "Carbon LIVE" as a core component of its digital solutions, which includes various applications like UNSH, CTS, and "Green Africa" platform [1][7] - The UNSH platform is designed to connect policy, technology, and finance, providing a free global resource to accelerate climate action [4][6] - The CTS project, leveraging Tencent's digital capabilities, allows users to easily search and access nearly 20,000 low-carbon technologies from trusted sources [7] Group 2: Climate Action and Public Engagement - Tencent is utilizing esports and gaming to raise awareness about climate issues among younger audiences, showcasing innovative game designs at COP 30 [10][11] - The company has initiated various public engagement activities, such as the "Glacier Protector" campaign within its gaming ecosystem, to promote climate action [10][11] - Tencent's efforts aim to transform virtual interactions into real-world climate action, emphasizing the importance of public awareness in addressing climate challenges [11]

Core Viewpoint - Marco Polo Holdings Co., Ltd. is recognized for its commitment to high-quality development and green innovation during the 14th Five-Year Plan period, particularly through its environmentally friendly building ceramics technology [1][3]. Group 1: Technological Innovation - The project "Research and Industrialization of Key Technologies for Environmentally Friendly Building Ceramics Green Low-Carbon Manufacturing" developed by Marco Polo Holdings was included in the "14th Five-Year Plan Advanced Technological Innovation Achievements" [1][3]. - The project focuses on key technologies for applying biomass energy in the ceramic industry and incorporates distributed photovoltaic power generation, effectively achieving energy conservation and emission reduction in building ceramics manufacturing [3]. Group 2: Industry Recognition - Inclusion in the "14th Five-Year Plan Advanced Technological Innovation Achievements" and the "2025 Edition of the Directory of Advanced Technologies for Energy Conservation and Carbon Reduction in Key Areas of Light Industry" signifies recognition of Marco Polo Holdings' long-term commitment to green development and low-carbon technology innovation [5]. Group 3: Future Commitment - Marco Polo Holdings plans to continue increasing its research and development efforts, actively promoting green manufacturing technology innovation and practical applications to contribute to high-quality, low-carbon development and the construction of a beautiful China [5].

Core Insights - Honeywell participated in the China International Import Expo for the eighth consecutive year, showcasing its commitment to innovation and collaboration in the Chinese market [1][4] - The company launched eight new products across five key areas, marking the highest number of new products introduced at the expo [1][2] - Honeywell signed 26 strategic cooperation agreements with partners from various industries, focusing on smart factories, measurement control, and green energy [4] Product Innovations - Honeywell introduced new solutions for semiconductor manufacturing, enhancing wafer production stability, precision, and yield [1] - The ThermJet-pro low-NOx burner made its debut in China, combining efficient combustion with low emissions [1] - New battery safety sensors were launched to provide early warnings for thermal runaway risks in various battery applications [1][3] Management and Operational Excellence - The company will jointly release a white paper on lean transformation, detailing the localized implementation of its Honeywell Excellence System (HES) [2] - The white paper highlights a case study of Zhejiang Jinhua New Materials Co., showcasing continuous improvement and management practices [2] Automation and Sustainability - Honeywell displayed technologies in automation, including smart ship solutions and control systems, aimed at industrial intelligence upgrades [3] - The company presented innovative solutions for circular economy development, including UpCycle plastic recycling technology and smart factory concepts [3] Future Aviation Solutions - New ground warning software (SURF-A) was showcased to enhance flight safety by helping pilots identify runway hazards [3] - Sustainable aviation fuel (SAF) solutions were introduced, demonstrating significant greenhouse gas emission reductions of up to 80% compared to fossil fuels [3]

在近日举办的中国宝武钢铁集团有限公司(以下简称 "中国宝武" )工业品供应链生态伙伴大会上，埃克 森美孚(中国)投资有限公司(以下简称"埃克森美孚中国")凭借绿色润滑技术服务、低碳合作领域的突出 表现，再度获评"全球优秀供应链合作伙伴"，成为本年度唯一入选的进口润滑油品牌。这一成果不仅展 现企业间的供应链协同效能，更折射出中国钢铁行业在"量转质"关键期，通过国际合作加速绿色转型的 行业趋势，也印证了埃克森美孚中国"为中国钢铁行业加油"理念在产业实践中的落地成效。 当前，中国钢铁行业正处于深度转型攻坚期，"十五五"规划对行业绿色竞争力的提升提出明确要求。 《钢铁行业稳增长工作方案(2025-2026年)》将工艺设备更新、绿色低碳改造列为核心任务，为行业高质 量发展划定路径。作为全球最大钢铁企业之一，中国宝武持续推进"双碳"目标落地，其供应链伙伴的选 择标准，已从传统的产品质量、交付效率，延伸至低碳技术协同、绿色价值共创层面。 2024年，中国宝武与埃克森美孚中国签署低碳方案合作备忘录，围绕低碳能源应用、碳捕集与封存 (CCS)价值链构建、低碳足迹产品认证等领域开展联合探索。此次获奖，不仅是双方在绿色供应链建设 ...