海南日报海口7月11日讯(海南日报全媒体记者 王洪旭)记者从7月11日举行的"海南自贸港政策解 读"系列主题新闻发布会(第四十一场)获悉，《海南低碳岛建设方案》已于日前发布，提出七大方面重 点任务、22项具体措施，推进海南低碳岛建设。 在总体目标方面，海南低碳岛建设聚焦三个时间节点：2030年前，全省实现碳达峰;2045年前，全 面建成低碳岛，全省二氧化碳年排放量比峰值期下降70%;2060年前，全省实现碳中和。 海南从七大方面推进低碳岛建设 2030年前实现碳达峰，2045年前全面建成低碳岛 在交通脱碳方面，持续推动交通能源清洁化与装备低碳化转型。推进智能充电基础设施建设，构建 交通新型融合基础设施网络，加快新能源配套设施及智慧交通系统建设。 在生态固碳方面，构建"一心、一环、多点、多廊"的生态系统碳汇格局。开展林业、海洋、农业、 地质四大领域固碳增汇行动。推动热带雨林国家公园生态产品价值转化。 在智慧管碳方面，以能源和碳排放联动管理为核心，建立涉碳空间、碳排放因子和碳足迹因子三大 基础数据库，建设省、市、园区及重点企业多级联动的"能电碳"智慧管理系统。 在长效治碳方面，创新政策机制设计，建立新型电力系统系 ...

中国电力企业联合会统计与数据中心主任侯文捷近日向记者表示，"十四五"以来，各年全社会用电量增 速均高于不变价GDP增速，我国电力弹性系数保持在1.2左右。 近年来，电力消费与经济增长关系，即电力弹性系数受到社会关注。电力弹性系数与产业结构转型、新 旧动能转换、能源绿色转型等存在密切关系。 2018年至2024年，高技术及装备制造业用电量增速均显著高于同期制造业平均水平，年均增长8.0%。 "与此同时，能源绿色转型加速电气化进程。"侯文捷说，近年来，随着"碳达峰、碳中和"的持续推进， 我国单位GDP能耗逐步降低，"十四五"前四年我国能耗强度累计降低11.6%。与此同时，工业、建筑、 交通、农业等领域的终端环节电能替代不断深入，服务业、高端制造业等产业占比不断提高，拉动我国 电能占终端能源消费比重持续提升、单位GDP电耗总体有所上升。 "这说明高端制造业的扩张带动用电快速增长。新能源设备、新能源汽车、半导体、新材料、高端装备 等高端制造业正在快速扩张，其产业链长且中间产品多、生产过程耗电量大，形成了新的用电增长驱动 力。"侯文捷说。 中国电力企业联合会10日发布《中国电力行业年度发展报告2025》，预计2025年 ...

1831年，法拉第发现电磁感应现象。在近200年后的今天，以电磁感应为工作原理的发电机和变压器已 遍布大街小巷、山川湖海，支撑着社会的正常运转。 江苏华辰就是一家专业从事变压器等输配电及控制设备研发、生产与销售的国家级专精特新"小巨人"企 业。公司自2007年成立以来，一直秉持"诚信是根，创新是魂"的发展理念，深耕行业，长远布局，逐步 成长为变压器大厂。 "人们对电力一直会有需求，所以它永远有市场。"江苏华辰董事长兼总经理张孝金告诉记者，"特别是 风、光、储、充等清洁能源承载着人们对美好未来的期待，为江苏华辰提供了更广阔的市场空间。" 拥抱竞争创新为魂 "丰厚的利润与温和的竞争，有时对行业来说并不是一件好事。"张孝金告诉记者，"在我看来，激烈的 竞争更有助于创新，参与者必须不断地在技术上进行投入才能实现盈利，整个行业也会因此受益而不断 向前发展。" 好市场从不缺乏参与者，面对当前电力市场的激烈角逐，江苏华辰致力于走"科技创新+产业发展"之 路，以创新的姿态，积极拥抱竞争。 前景广阔潜力无限 作为工业文明的重要基石，电力行业历史悠久且技术成熟。然而，在碳达峰、碳中和等目标驱动下，传 统行业正在经历深刻变革，释放 ...

南方电网储能股份有限公司 2025 年第二次临时股东大会 2025 年 7 月 18 日 证券简称：南网储能 证券代码：600995 南方电网储能股份有限公司 南方电网储能股份有限公司 南方电网储能股份有限公司 2025 年第二次临时股东大 会 2025 年 7 月 18 日 目 录 南方电网储能股份有限公司 2025 年第二次临时股东大会 2025 年 7 月 18 日 南方电网储能股份有限公司 时间 内容 主持人 一、主持人宣布会议开始、介绍会议出席情况 二、审议会议议案 三、公司股东及股东代表发言，公司董事及高管回答相关 问题 刘国刚 月 18 日 四、推举股东大会监票人、记票人 董事长 五、现场参会股东及股东代表对股东大会议案进行表决 六、统计现场、网络投票的有效表决票数，宣布表决结果 七、宣读公司股东大会决议 八、律师现场见证公司股东大会程序及议案表决结果，并 宣读本次股东大会的法律意见书 九、参会股东及股东代表、董事、监事和董事会秘书等有 关人员签署确认会议决议、会议记录等会议文件 十、主持人宣布公司股东大会闭幕 南方电网储能股份有限公司 2025 年第二次临时股东大会 2025 年 7 月 18 ...

Core Viewpoint - The comprehensive utilization of waste resources in China is becoming increasingly important for sustainable urban development, driven by rising waste generation and the need for resource recycling under the "carbon peak and carbon neutrality" framework [1][12]. Market Overview - The waste resource comprehensive utilization industry in China is projected to achieve an operating income of 1,204.3 billion yuan in 2024, with a year-on-year growth of 2.70%, and a total profit of 22.82 billion yuan, also reflecting a growth of 2.61% [1][12]. - In the first four months of 2025, the industry has already completed an operating income of 377.67 billion yuan, generating a profit of 4.1 billion yuan [1]. Market Policies - A series of supportive policies have been issued to encourage the development of the waste resource comprehensive utilization industry, including guidelines for recycling systems and promoting green manufacturing [4][6]. Industry Chain - The upstream of the waste resource comprehensive utilization industry includes various sources of waste, such as residential, industrial, commercial, and agricultural waste, with collection channels including individual recyclers, community recycling stations, and direct collection by enterprises [7]. - The midstream involves the production of recycled products, utilizing recycled materials in various sectors, such as metals, plastics, paper, and construction materials [8]. Competitive Landscape - The industry is characterized by a large number of participants and a fragmented market structure, with 3,841 scale enterprises reported in 2024, marking an increase of 11.43% [16]. - Major companies in the industry include GreenMe, ShouChuang Environmental Protection, Camel Group, and others, with GreenMe leading in revenue at 33.2 billion yuan in 2024 [17][18]. Company Analysis - GreenMe has positioned itself as a leader in the waste recycling industry, achieving an operating income of 33.2 billion yuan, with 7.44 billion yuan from waste resource utilization, accounting for 22.4% of total revenue [20]. - Yiqiu Resources focuses on recycling aluminum, generating 6.999 billion yuan in total revenue, with 6.981 billion yuan from waste resource utilization, representing 99.74% of its total income [22]. Development Trends - Future trends indicate a collaborative approach among waste resource utilization enterprises and their upstream and downstream partners to enhance resource efficiency and economic benefits [24]. - There is an anticipated expansion into overseas markets, particularly in Southeast Asia and Africa, leveraging technological advantages to increase resource acquisition and market share [24].

Group 1 - The core point of the article is that Inner Mongolia Mengdian Huaneng Thermal Power Co., Ltd. plans to acquire 70% equity of North Blue Flag Wind Power and 75.51% equity of North Duolun through a combination of issuing shares and cash payment, while also raising supporting funds from no more than 35 specific investors [10][11][12] - The transaction involves the issuance of shares and cash payment for asset acquisition, with the total transaction price for North Blue Flag Wind Power set at 311,696.13 million yuan and for North Duolun at 344,297.33 million yuan [10][11] - The company aims to enhance its asset scale and profitability through this transaction, with expected increases in net profit and earnings per share post-transaction [17][15] Group 2 - The transaction will not change the company's main business scope, which includes thermal power generation, heating services, and renewable energy generation [14] - The shareholding structure will change, with North Company and its concerted actions holding 46.77% before the transaction and 41.51% after, while total shares will increase from 652,688.78 million to 735,387.35 million [14] - The company has committed to protecting the rights of minority investors by ensuring strict compliance with information disclosure obligations and fair pricing for the transaction [22][21]

本报记者 殷高峰 国家发展改革委、工业和信息化部、国家能源局日前发布《关于开展零碳园区建设的通知》（以下简称《通知》）。 《通知》明确零碳园区建设的基本条件，并部署了8方面重点任务，支持有条件的地区率先建立一批零碳园区，为有计 划、分步骤推进各类园区低碳化、零碳化改造指明了方向。 今年以来，各地政府纷纷出台相关政策支持零碳园区建设。四川明确到2027年，力争在全省打造一批零碳工业园区；江苏 无锡启动"零碳园区建设三年行动"，三年内建成10家以上零碳园区；陕西目前已经制定《陕西省零碳或近零碳工业园区评价指 标体系（试行）》，系统谋划零碳目标与路径，以及能源消耗、资源利用、运行管理等低碳化指标；西安将遴选10家单位开展 零碳（低碳）工厂和园区试点建设，推动分布式光伏、氢能、智能微电网、新型储能、绿电聚合供应等低碳技术落地应用，形 成可复制、可推广的经验和模式。 此次《通知》提出，支持有条件的地区率先建成一批零碳园区，逐步完善相关规划设计、技术装备、商业模式和管理规 范，有计划、分步骤推进各类园区低碳化零碳化改造，助力园区和企业减碳增效，为实现碳达峰碳中和目标提供坚实有力支 撑。 国家发展改革委将会同有关方面对地方 ...

证券代码：300904 证券简称：威力传动 | 为进一步巩固和扩大国际市场份额，公司将继续增强服务能力、 | 深化客户关系、优化供应链管理。通过坚定不移地推进海外市场布 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 局的战略目标，公司致力于在全球范围内提升自身的影响力和竞争 | 力，力争成为国际风电市场的领先供应商。 | | | | | | | 6、公司对风电行业景气的持续情况怎么看？ | | | | | | | | 答：根据全球风能理事会（GWEC）发布的《2025 | 全球风能报告》， | 2025-2030 | 年风电行业新增装机容量预计复合年平均增长率为 | | | | | 8.8%，到 | 2030 | 年全球风能容量将增加 | 981GW。 | 大力发展可再生能源已成为纵深推进能源革命、保障国家能源 | | | | 安全的重大举措，也是加快生态文明建设、实现可持续发展的客观 | 要求，国家政策层面也将持续推进支持建设，如：发改委发出的《关 | | | | | | | 于统筹节能降碳和回收利用加快重点领域产品设备更新改造的指导 | ...

Core Viewpoint - The "14th Five-Year Plan" has achieved significant progress in China's economic and social development, particularly in green development, which has become a prominent feature of contemporary China [1] Group 1: Achievements in Green Development - The concept of "green mountains and clear waters are as valuable as mountains of gold and silver" has gained widespread acceptance, leading to improved environmental quality across urban and rural areas [1] - Forest coverage has increased to over 25%, with new forest area equivalent to the size of Shaanxi Province, contributing to one-fourth of the global increase in greening [1] - The proportion of days with good air quality has stabilized at around 87%, an increase of 3 percentage points compared to the "13th Five-Year Plan" period [1] - Major rivers like the Yangtze and Yellow Rivers have achieved Class II water quality standards throughout their main streams [1] Group 2: Energy and Resource Utilization - The scale of installed renewable energy generation has historically surpassed that of coal power, establishing the world's largest clean power system, with one-third of electricity being green energy [2] - Over 20% of raw materials used in steel production come from recycled scrap, demonstrating significant energy savings and carbon reduction [3] Group 3: Future Opportunities in Green Investment - The construction of a new energy system, including large-scale wind and solar bases, new energy storage, smart grids, and hydrogen industry, presents vast opportunities [4] - Industrial green and low-carbon transformation will focus on high-energy-consuming sectors such as steel, non-ferrous metals, building materials, and chemicals [4] - Development of a green transportation system, including the entire supply chain for new energy vehicles and smart urban traffic systems, is essential [4] - Enhancements in urban and rural living environments through green buildings and resilient cities are prioritized [4] - Ecological restoration and carbon sink enhancement, including forestry, marine, and grassland carbon sinks, are critical areas for investment [4] - Innovations in green technology and services, such as advanced low-carbon technologies and environmental big data, are also highlighted [4]

《通知》提出，国家发展改革委将统筹利用现有资金渠道支持零碳园区建设，鼓励各地区对零碳园区建 设给予资金支持，通过地方政府专项债券资金等支持符合条件的项目。鼓励政策性银行对符合条件的项 目给予中长期信贷支持。支持符合条件的企业发行债券用于零碳园区建设。 《通知》明确，在综合考虑能源禀赋、产业基础、电力安全可靠供应、减碳潜力等因素基础上，各地区 发展改革委要会同本地区工业和信息化、能源主管部门等推荐有条件、有意愿的园区建设国家级零碳园 区。 ● 本报记者 欧阳剑环 在重点任务方面，《通知》提出，调整优化园区产业结构。鼓励园区加快自身产业结构优化调整，布局 发展低能耗、低污染、高附加值的新兴产业，探索以绿色能源制造绿色产品的"以绿制绿"模式。支持高 载能产业有序向资源可支撑、能源有保障、环境有容量的园区转移集聚，探索深度降碳路径。 国家发展改革委7月8日消息，国家发展改革委、工业和信息化部、国家能源局日前印发《关于开展零碳 园区建设的通知》，明确了加快园区用能结构转型、大力推进园区节能降碳等八项重点任务，旨在支持 有条件的地区率先建成一批零碳园区，逐步完善相关规划设计、技术装备、商业模式和管理规范，有计 划、分步骤 ...