人民财讯1月9日电，据富瑞特装（300228）消息，1月8日上午，富瑞特装控股子公司富瑞能服与杭州快 凯高效节能新技术有限公司举行"二氧化碳液化及碳捕捉"《战略合作协议》签约仪式。未来，富瑞能服 将依托杭州快凯在二氧化碳液化及碳捕捉领域的技术积累与工程经验，进一步拓展其在清洁能源、碳减 排项目上的全球布局。 ...

Core Viewpoint - The company aims to enhance its role in supporting green low-carbon transformation and the development of the Guangdong-Hong Kong-Macao Greater Bay Area, aligning with national strategies for high-quality development and green finance [1][3][4] Group 1: Green Development Initiatives - In 2025, the company successfully launched futures and options for platinum and palladium, expanding its offerings in the new energy metal futures sector [2] - The correlation of spot prices for industrial silicon, lithium carbonate, and polysilicon reached 0.99, 0.97, and 0.94 respectively, indicating strong market integration [2] - The introduction of qualified foreign institutional investors (QFII) for trading in industrial silicon, lithium carbonate, and polysilicon marks a significant step in opening up the market [2] Group 2: Market Function and Risk Management - The company has been recognized as a qualified central counterparty (QCCP) by the China Securities Regulatory Commission, enhancing its operational standards and risk management capabilities [2] - The focus will be on innovation in product offerings, particularly in new energy, new materials, and carbon emissions, to better meet industry needs [3] - The company plans to deepen market services and expand its coverage of industrial bases, ensuring that futures tools are accessible to more enterprises [3] Group 3: Future Goals and Strategies - The company is committed to high-quality implementation of the "14th Five-Year Plan" and aims to contribute to the construction of a financial powerhouse and the modernization of China [4] - There is a focus on enhancing international collaboration, including exploring overseas settlement price authorization and building overseas delivery warehouses [3] - The company emphasizes maintaining a strong risk management framework to ensure stable market operations while promoting high-quality development [3]

Core Viewpoint - Multiple domestic airlines in China have signed significant aircraft purchase agreements with Airbus, totaling 148 A320 series aircraft, indicating a strong demand for narrow-body planes despite current market challenges [3][8]. Group 1: Aircraft Orders - China National Airlines and its subsidiary signed an agreement to purchase 60 A320neo aircraft, with a total list price of approximately $9.53 billion, scheduled for delivery between 2028 and 2032 [5]. - Spring Airlines and Juneyao Airlines announced orders for 30 and 25 A320neo aircraft, respectively, with total prices of up to $4.128 billion and approximately $4.1 billion, to be delivered from 2028 to 2032 [6]. - China Aircraft Leasing Company ordered 30 A320neo aircraft, with deliveries planned before 2033 [7]. Group 2: Market Dynamics - Airbus has secured a total of 148 aircraft orders from China in a short period, reflecting a growing trend of large orders from Chinese airlines [8]. - By 2025, Airbus is expected to hold a market share of over 55% in China, making it the largest single-country market for the company [9]. - The global second-largest aircraft leasing company, Avolon, indicated that popular aircraft models like the Boeing 737 MAX and Airbus A320neo are sold out by 2030, highlighting strong demand [9]. Group 3: Operational Challenges - The recent aircraft orders may be a strategic move to secure aircraft availability and mitigate operational challenges caused by engine shortages, which have led to increased grounded aircraft [11]. - The International Air Transport Association reported that over 5,000 aircraft are currently grounded, the highest level in history, exacerbated by supply chain issues due to U.S.-China trade tensions [11]. - Despite the current overcapacity in the domestic market, the introduction of new aircraft is slowing, with the fleet size growing at a compound annual growth rate of 2.6% from 2019 to 2025 [12]. Group 4: Aircraft Type Trends - The introduction of wide-body aircraft has nearly stagnated, with only a net increase of 4 aircraft from 2019 to 2025, primarily due to slow recovery in international routes [13]. - The domestic market is seeing a shift towards narrow-body aircraft, with significant increases in new models like the A320neo and B737 MAX, while older models are being phased out [12][13]. - The share of domestic aircraft in the fleet has increased from 1.3% in 2019 to 4.5%, indicating a growing presence of domestic manufacturers in the narrow-body market [13].

Core Viewpoint - The European Union has proposed to delay the ban on the sale of all fuel vehicles, originally set for 2035, allowing car manufacturers to sell hybrid vehicles and use various methods to offset carbon emissions, which has sparked significant reactions from the automotive industry [3][21]. Group 1: Industry Reactions - Traditional automakers like Volkswagen and BMW expressed relief at the EU's decision, feeling that their legacy technologies are preserved [5]. - In contrast, companies that have already transitioned to electric vehicles, such as Polestar and Volvo, criticized the decision, arguing it undermines climate goals and European competitiveness [5][21]. - Polestar's CEO, Michael Lohscheller, described the postponement of the 2035 target as a "terrible idea," emphasizing the negative impact on climate and competition [5][21]. Group 2: Historical Context and Plans - In 2021, the EU announced ambitious plans to ban fuel vehicles by 2035 and significantly reduce carbon emissions, which energized the automotive industry [7][9]. - Major automakers committed to electric vehicle production, with Renault's CEO pledging to produce 1 million electric vehicles by 2030 and Volkswagen investing €73 billion in electric vehicle technology by 2025 [9][21]. Group 3: Challenges Faced - By 2023, several EU member states, led by Germany, Italy, and Portugal, opposed the 2035 ban, citing insufficient charging infrastructure and the need for a delay [9][11]. - The EU's initial plans for charging infrastructure were not met, with only 150,000 charging stations added from 2021 to 2022, 88% of which were slow chargers [9][11]. - The failure of European battery manufacturer Northvolt, which declared bankruptcy in 2024, highlighted the challenges in establishing a local supply chain for electric vehicle components [16][19]. Group 4: Shift in Strategy - The EU's recent proposal allows for a 90% reduction in emissions instead of 100% and introduces a carbon credit system, enabling manufacturers to offset emissions through the use of low-carbon steel and synthetic fuels [21]. - This shift indicates a retreat from the original goal of banning fuel vehicles, reflecting the pressures of commercial realities and the need to maintain competitiveness in the automotive market [21][23]. - The EU's change in direction has led to a reconsideration of electric vehicle plans by automakers outside Europe, including Ford [21][23].

【文/观察者网 熊超然】竞争不过中国车企，让欧盟大伤脑筋，甚至不惜"违背祖训"——抛弃此前达成 的汽车禁令和多来年设定的环保减排目标。 当地时间12月16日，欧盟委员会公布一项提案计划，在欧洲汽车行业承受压力之下，放弃自2035年对新 燃油车实施的实际禁令。路透社当天报道指出，这标志着欧盟近年来在绿色政策方面所作出的"最大退 让"（biggest retreat）。 目前，这项提案仍需得到欧盟各国政府和欧洲议会的批准，而一旦获批，将允许部分非电动汽车继续销 售。此前，欧洲地区工业强国德国和意大利的汽车制造商一直寻求放宽相关规定。 从目前的发展态势来看，欧盟委员会似乎屈服于汽车制造商的呼声之下，允许他们继续销售插电式混合 动力汽车和增程型燃油车，以应对与特斯拉和中国电动汽车制造商的竞争。 根据提案内容，欧盟的排放目标将调整为在2021年的基础上减少90%的二氧化碳排放量，而不是像现行 法规要求的那样——所有新车和厢型车从2035年起实现零排放。 汽车制造商需要通过使用欧盟生产的低碳钢材、合成电子燃料或非食品生物燃料（例如农业废弃物和废 弃食用油）来抵消剩余的排放。此外，该计划还为汽车制造商设定了从2030年到2 ...

【#地球之肺或即将变成肺干#，亚马逊或将进入超热带气候】由于亚马逊热带雨林强大的碳汇能力，对 全球大气和气候调节发挥着重要作用，因此被称为"地球之肺"。然而现在，美国加州大学伯克利分校的 一项新研究表明，"地球之肺"可能即将变成"肺干"。分析表明，到2100年，在全球碳排放持续升高下， 亚马逊雨林可能很快就进入一个全新的气候状态，名为"超热带气候"，届时那里将面临更长的旱季，更 严重的干旱。据称，地球上已有数千万年未曾有过类似情况。一旦跨入"超热带气候"的门槛，将会有大 量树木死亡，死亡率将从目前的1%飙升到55%，即使树龄超过1000年的也难逃厄运。这将大大削弱雨 林从大气吸收碳的能力。科学家称，当前的高温干旱预示着这一新兴气候即将来临，而人类在减排方面 的任何努力都有可能极大地缓解，甚至逆转这一过程，让地球机器继续驱动人类文明前行。 来源：@福布斯中文网微博 来源：@福布斯中文网微博 【#地球之肺或即将变成肺干#，亚马逊或将进入超热带气候】由于亚马逊热带雨林强大的碳汇能力，对 全球大气和气候调节发挥着重要作用，因此被称为"地球之肺"。然而现在，美国加州大学伯克利分校的 一项新研究表明，"地球之肺"可能即将 ...

（原标题：471家上市公司迎ESG大考｜ESG热搜榜） 21世纪经济报道记者卢陶然、李德尚玉 北京报道 四大行、茅台等37家上市公司合计超2200亿元分红到账 12月12日，近两周内包括四大行、贵州茅台等在内，共有37家上市公司合计超2200亿元分红到账，春节 前分红大幕开启。据悉，今年以来，沪市已有510家上市公司公布中期（一季报、半年报、三季报）分 红方案，共宣告中期分红计划总额6441亿元，较2024年同期的5828亿元增加11%。统计显示，前述有中 期分红计划的公司尚有62家未确定除权除息日，对应金额约758亿元待发放，基本有望在春节前落地。 欧盟达成历史性协议：设定2040年减排90%的约束性目标 12月10日，欧洲议会与欧盟理事会达成临时协议，为欧盟设定了到2040年温室气体排放较1990年减少 90% 的具有法律约束力的中期目标。根据协议，立法机构同意在如何实现2040年目标方面为成员国引 入更多灵活性措施。自2036年起，成员国可通过购买其他合作国家的国际碳信用额度抵消减排任务，但 最高不能超过1990年排放总量的5个百分点。协议还将覆盖建筑和道路交通的碳排放交易体系的启动时 间从2027年推 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 2025年，A股赴港上市热潮持续，年内至少16家A股上市公司实现"A+H"两地上市，这也使得ESG强信 披上市公司的数量进一步扩容。 政策催化下，近半数A股上市公司实现ESG"交卷"。据中国上市公司协会统计，2025年共有2481家A股 上市公司披露2024年ESG报告，披露率达46.09%。其中，ESG强信披企业披露率高达94.90%。中国上市 公司协会会长宋志平表示，中国上市公司要化被动为主动，将信息披露从"合规负担"升维为"全球治理 通行证"。 《指引》规定，上证180、科创50、深证100、创业板指及境内外同时上市的公司，需在2026年4月30日 前披露2025年ESG报告。据21世纪经济报道记者不完全统计，截至12月10日，有471家上市公司被ESG 强信披，其中仍有28家未披露2024年ESG报告。距离"交卷"截止日仅剩数月，这28家上市公司做好迎考 准备了吗？ 28家强信披公司仍未交卷 眼下正值年尾，2026年ESG强信披大考将至，共计471家上市公司被ESG强信披。 目前已披露ESG报告的443家企业中，共计有30个行业（按照申银万国行业划分） ...

2026年迫近，A股ESG强信披元年将照进现实，首个信披大考将至。 2025年，顶层设计率先落子。财政部、生态环境部、人民银行、国务院国资委、证监会等部委出台了多份企业可持续信披政 策。其中，证监会指导沪深北三大交易所发布《上市公司自律监管指引——可持续发展报告》《上市公司可持续发展报告编 制指南》（以下简称《指引》《指南》），A股上市公司需参照《指引》《指南》要求完善ESG治理和报告编制。 2025年，A股赴港上市热潮持续，年内至少16家A股上市公司实现"A+H"两地上市，这也使得ESG强信披上市公司的数量进一 步扩容。 政策催化下，近半数A股上市公司实现ESG"交卷"。据中国上市公司协会统计，2025年共有2481家A股上市公司披露2024年 ESG报告，披露率达46.09%。其中，ESG强信披企业披露率高达94.90%。中国上市公司协会会长宋志平表示，中国上市公司 要化被动为主动，将信息披露从"合规负担"升维为"全球治理通行证"。 《指引》规定，上证180、科创50、深证100、创业板指及境内外同时上市的公司，需在2026年4月30日前披露2025年ESG报 告。据21世纪经济报道记者不完全统计，截至1 ...

【环球时报特约记者 刘皓然】节日临近，英国环保组织公布了一份圣诞"碳排账单"，批评该国的圣诞 节"很不环保"。 据英国《卫报》9日报道，关注电子产品循环利用的英国非营利组织"材料聚焦"（Material Focus）近日 发布了一项社会调研，研究显示，英国人去年圣诞节在各种发光类节日装饰品上豪掷17亿英镑。除3900 万套小彩灯，节日消费者还买入了各种电子花环、星型饰品、雪景球和人偶等各类电子发光饰品，数量 总计超过5000万件。这些装饰品在节日过后往往会迅速"失宠"并被丢弃。据该组织测算，英国人去年圣 诞节后丢弃的电子垃圾达到了惊人的1.68亿件。 《卫报》此前报道称，英国人在圣诞节当天制造的碳排放是日常生活中的23倍，单人排放的二氧化碳总 量约513千克，圣诞礼物排放占比就高达93%。由于英国成年人平均每人为亲朋好友准备约20份礼物， 其中相当一部分为快消电子产品，它们附带的碳排量高达479千克。排在第二位的"出行"所制造的碳排 仅为14千克，占碳排总量的2.7%。 英国广播公司（BBC）称，快消电子产品具备成本低廉、做工粗糙、不易修理、很难回收等特点。英国 家庭平均拥有30件快消电子产品，这些产品在日常 ...