我们，上海合作组织（以下简称"上合组织"）成员国领导人， 新华社天津9月1日电 上海合作组织成员国元首理事会关于能源可持续发展的声明 一是促进务实合作。按照互利条件提出并实施能源领域联合项目，包括新建能源基础设施及升级现有能 源基础设施的项目。根据各方优先发展方向促进投资合作。 二是推动科技创新合作。开发和运用先进能源技术，吸引上合组织成员国科研机构开展研究。 具体合作内容包括能源资源的勘探、开发、利用和维护，能源资源贸易，项目投资、建设和运营，设备 供应，技术交流和能力建设。 三是开展能力建设。加强专业人才培养的合作，为交流能源领域的经验、知识、最佳实践和科技成就创 造有利条件。 认为全球能源格局正在经历深刻调整， 强调有必要维护能源安全，保障能源市场稳定，促进各国按照本国国情和优先发展方向推进公正能源转 型，提升上合组织成员国人民福祉和保护生态环境， 重申致力于落实联合国2030年可持续发展议程目标7，即确保人人获得可负担、可靠、可持续的现代能 源， 注意到《上合组织成员国能源领域合作构想》《〈上合组织成员国能源领域合作构想〉务实落实行动计 划》《上合组织成员国可再生能源领域合作纲要》《上合组织成员国元首 ...

Core Insights - As of the end of August, China's cumulative installed solar power capacity reached 1.12 billion kilowatts, representing a year-on-year growth of 48.5%, while wind power capacity reached 580 million kilowatts, with a year-on-year increase of 22.1% [1] - The total installed capacity of solar and wind power combined is approximately 1.7 billion kilowatts, equivalent to the total capacity of over 70 Three Gorges power stations [1] - In conjunction with the 10th anniversary of the Paris Agreement, China announced new national contributions, aiming for non-fossil energy consumption to account for over 30% of total energy consumption by 2035, and to increase total installed capacity of wind and solar power to over six times that of 2020, targeting 3.6 billion kilowatts [1] - The new targets for 2035 are based on scientific calculations reflecting energy growth trends and structural transformation needs, showcasing China's foresight and ambition in sustainable energy development [1] - China possesses the industrial foundation, technological advantages, and market scale necessary to achieve these new targets, supported by a complete industrial chain, leading technologies, and continuous innovation capabilities [1]

Report Information - Report Type: Steel Daily Review [1] - Date: September 3, 2025 [2] - Research Team: Black Metal Research Team [3] - Researchers: Zhai Hepan, Nie Jiayi, Feng Zeren [3] 1. Market Review and Future Outlook 1.1 Spot Market Dynamics and Technical Analysis - On September 2, some rebar and hot-rolled coil spot markets saw price drops. Rebar prices in Changsha dropped by 30 yuan/ton, and in other cities by 10 - 20 yuan/ton. Hot-rolled coil prices in some cities dropped by 10 - 20 yuan/ton, while in Shenyang, it rose by 10 yuan/ton [8]. - The daily KDJ indicators of rebar 2601 contract showed a split trend, with the J value rebounding, the K value nearly flat, and the D value continuing to decline. The daily KDJ indicators of hot-rolled coil 2601 contract continued to decline after a dead cross the previous day. The daily MACD green bars of both contracts have been expanding [8]. 1.2 Future Outlook - News: Recently, some northern steel mills started the first round of coke purchase price cuts, and iron ore spot prices also showed a weakening trend [9]. - Fundamentals: The production and demand of the five major steel products continued to rise slightly, while the steel mill inventory continued to decline slightly, but the social inventory reached a new high since early May. The blast furnace capacity utilization rate and daily hot metal output decreased slightly but remained at a high level. Since early August, steel mill profits have generally declined by 140 - 200 yuan/ton, which has a suppressing effect on raw material prices. Steel mill iron ore inventories have declined for two consecutive weeks, and the purchasing sentiment has turned flat. After the eighth round of coke spot price increase, there are rumors that Hebei steel mills plan to conduct the first round of coke price cuts on September 5. Mongolia will increase coal exports to China, causing coke and coking coal futures to turn weak again [10]. - Overall: Recently, the production restrictions in Beijing-Tianjin-Hebei, Shandong, and Henan were not as effective as previously shown in the market. Constrained by the under - expected demand in the steel spot market and the significant narrowing of steel mill profits, the steel market in the early part of September will face pressure from weak demand and the loss of cost support. However, this situation is unlikely to continue after mid - September. There is hope for a long - term slow - bull market in the steel market from mid - September to November, similar to the domestic stock index slow - bull trend from April to August [11]. 2. Industry News - The Shanghai Cooperation Organization member states issued a statement on energy sustainable development on September 1, calling for deeper cooperation in the energy field [12]. - On September 2, the China Federation of Logistics and Purchasing released the logistics industry prosperity index for August, which expanded significantly. The business volume index and new order index continued to expand [12]. - Tianfeng Securities gave a "Buy" rating to China Shenhua, citing its integrated operation model, stable coal and power businesses, and high - return profit distribution plan [12]. - Five major traditional power generation companies achieved a total net profit of 24.267 billion yuan in the first half of 2025, a new high since 2016 [13]. - According to CITIC Securities, the total net profit of sample coal companies decreased by about 32% year - on - year and 15% quarter - on - quarter in the first half of the year. However, the industry's supply - demand pattern may improve in the second half, and the coal price center may rise [13]. - The 62 - day railway summer transportation ended on August 31, with passenger and freight volumes reaching record highs [13]. - In July 2025, the total import and export volume of automobile products was 24.98 billion US dollars, with exports showing significant growth [13]. - Fenix Resources signed a mining rights agreement with Sinosteel Midwest Corporation [13]. - India's power generation increased by 4% in August, and the proportion of coal - fired power generation rose [13]. - Russia's Yakutia region plans to increase coal production to over 50 million tons in 2025 [13]. - In July 2025, global pig iron production decreased by 0.2% month - on - month and 4.4% year - on - year [13]. - The EU is taking measures to ensure that Russian gas will not be mixed into its supply system after the 2027 ban [14]. 3. Data Overview - The report provides multiple data charts including spot prices, social inventories, production, and capacity utilization rates of steel products, with data sources from Mysteel and the research and development department of Jianxin Futures [16][18][25]

Core Viewpoint - The Shanghai Cooperation Organization (SCO) member states emphasize the need for sustainable energy development and call for expanded cooperation in various areas to enhance energy security and promote fair energy transition [3][4]. Group 1: Practical Cooperation - Member states advocate for the implementation of joint projects in the energy sector, including the construction of new energy infrastructure and the upgrading of existing facilities, based on mutually beneficial conditions [3][4]. Group 2: Technological Innovation Cooperation - There is a push for the development and application of advanced energy technologies, with a focus on attracting research institutions from SCO member states to engage in studies related to energy resource exploration, development, trade, and project investment [4] . Group 3: Capacity Building - The member states emphasize the importance of strengthening cooperation in professional talent training, creating favorable conditions for the exchange of experiences, knowledge, best practices, and technological achievements in the energy sector [4].

Core Viewpoint - The Shanghai Cooperation Organization (SCO) member states emphasize the need for energy security and market stability while promoting a fair energy transition tailored to national conditions, aiming to enhance the well-being of their people and protect the environment [2][3]. Group 1: Practical Cooperation - Member states call for the expansion of practical cooperation in the energy sector, including the implementation of joint projects for new energy infrastructure and upgrading existing facilities based on mutual benefits [2]. Group 2: Technological Innovation - There is a push for cooperation in technological innovation, focusing on the development and application of advanced energy technologies, and encouraging research by SCO member state scientific institutions [4]. Group 3: Capacity Building - The member states aim to strengthen cooperation in professional talent training, creating favorable conditions for the exchange of experiences, knowledge, best practices, and technological achievements in the energy sector [5]. Group 4: High-Level Joint Research - The Chinese side has proposed the implementation of high-level joint research projects in the energy sector by 2030, including seminars and training programs, to address global energy agenda issues and promote a fair and sustainable energy development model [6].

Core Viewpoint - The Shanghai Cooperation Organization (SCO) member states emphasize the need for energy security and market stability while promoting a fair energy transition tailored to national conditions, aiming to enhance the well-being of their populations and protect the environment [2][3]. Group 1: Energy Cooperation - Member states call for the expansion of practical cooperation in the energy sector, including the implementation of joint projects for new energy infrastructure and the upgrading of existing facilities based on mutual benefits [2]. - There is a focus on promoting technological innovation cooperation by developing and utilizing advanced energy technologies, encouraging research among member states' scientific institutions [3]. - Capacity building is highlighted as essential, with an emphasis on training professionals and sharing experiences, knowledge, and best practices in the energy sector [3]. Group 2: Sustainable Development Goals - The SCO reaffirms its commitment to the United Nations 2030 Sustainable Development Agenda, particularly Goal 7, which aims to ensure access to affordable, reliable, sustainable modern energy for all [2]. - The member states believe that effective energy cooperation within the SCO region will contribute to addressing global energy agenda issues and foster a fair and sustainable energy development model [3].

Core Points - The Shanghai Cooperation Organization (SCO) member states emphasize the need to maintain energy security and market stability while promoting fair energy transitions tailored to national conditions [1][2] - The declaration reaffirms commitment to the United Nations 2030 Sustainable Development Agenda, particularly Goal 7, which aims to ensure access to affordable, reliable, and sustainable modern energy for all [1] - The member states call for expanded cooperation in several areas to achieve sustainable energy development, including practical cooperation, technological innovation, and capacity building [1][2] Group 1 - The SCO member states recognize the profound adjustments in the global energy landscape and stress the importance of energy security [1] - There is a call for practical cooperation on joint energy projects, including the construction of new energy infrastructure and upgrading existing facilities [1][2] - The member states highlight the need for technological innovation in energy, encouraging research and development among member countries [2] Group 2 - The declaration emphasizes the importance of capacity building, particularly in training professionals and sharing best practices in the energy sector [2] - The Chinese side proposes high-level joint research projects in the energy field to be implemented before 2030, including seminars and training programs [2] - The member states believe that effective energy cooperation within the SCO region will contribute to addressing global energy agenda issues and promote a fair and sustainable energy development model [2]

Core Viewpoint - The Shanghai Cooperation Organization (SCO) Energy Ministerial Meeting emphasizes the importance of collaborative energy innovation and sustainable development among member countries, focusing on technology research, digital transformation, and green low-carbon development [1][2]. Group 1: Energy Cooperation and Innovation - Representatives from SCO member countries and international energy companies believe in leveraging the SCO platform to enhance consensus on energy innovation and sustainable supply [1]. - The Chinese National Energy Administration highlights the complementary resource and technological advantages among SCO countries, advocating for energy cooperation based on resource complementarity and green transformation [1][2]. - The report from the China Petroleum Group Economic and Technological Research Institute outlines a collaborative framework involving industry, supply, value, and information chains to promote coordinated development [2]. Group 2: Strategic Goals and Future Outlook - The Russian Energy Minister expresses confidence in the potential for new energy project collaborations among SCO countries, which will enhance the organization's capabilities in energy technology [2]. - The report emphasizes the need for a balanced development of traditional fossil fuels and non-fossil energy, advocating for market mechanisms and technological innovation to drive industry advancement [3]. - The focus on deepening green low-carbon cooperation is seen as a core pathway to achieving sustainable development within the SCO framework [3].

Core Viewpoint - The Shanghai Cooperation Organization (SCO) Energy Ministers' meeting emphasized the importance of energy cooperation among member states, focusing on sustainable development and green energy transition [1][2] Group 1: China's Energy Strategy - China has been advancing its energy revolution and promoting global sustainable energy development since the introduction of the "Four Revolutions, One Cooperation" strategy by President Xi Jinping [1] - The country is committed to technological innovation to ensure a strong impetus for energy transition, industrial innovation for effective energy system upgrades, policy innovation for sufficient development means, and mutually beneficial international cooperation for fruitful outcomes [1] Group 2: Collaborative Efforts Among Member States - Member countries expressed appreciation for the achievements in the energy sector within the SCO framework and recognized the Energy Ministers' meeting as a vital platform for strategic dialogue [2] - There is a call for continued collaboration in areas such as energy security, green low-carbon transition, infrastructure connectivity, and technology and knowledge sharing among member states [2] Group 3: Meeting Outcomes - A draft declaration on sustainable energy development was discussed and will be submitted to the SCO Heads of State Council for approval [2] - The meeting concluded with the signing of the meeting minutes by the participating parties, reinforcing the commitment to energy cooperation [2]

Core Viewpoint - The Shanghai Cooperation Organization (SCO) Energy Ministers' Meeting held in Ningbo, China, focused on enhancing energy cooperation among member states, emphasizing innovation, sustainability, and regional development [1][3]. Group 1: Meeting Highlights - The meeting was attended by representatives from nearly 20 SCO member countries, discussing future energy cooperation [1]. - The theme of the meeting was "Innovative Integration, Energizing the Future," highlighting the importance of collaboration in the energy sector [1]. - Key speeches were delivered by energy officials from Russia, Uzbekistan, Azerbaijan, Egypt, Nepal, Kazakhstan, Kyrgyzstan, and Tajikistan [1]. Group 2: Strategic Initiatives - Chinese President Xi Jinping's initiatives aimed at improving energy security and promoting green development were emphasized as guiding principles for energy cooperation [3]. - The meeting underscored the need for fair and just energy policies, enhanced trade and investment cooperation, and technological innovation in the energy sector [3]. - The SCO's role in building a fair and inclusive global energy governance system was highlighted [3]. Group 3: Regional Cooperation and Projects - Zhejiang Province's advantages in economic strength, innovation, and energy infrastructure were presented as a foundation for expanding energy cooperation with SCO countries [4]. - A promotional video and a report on renewable energy cooperation between China and SCO countries were released, showcasing collaborative efforts and future prospects [4]. - During the meeting, 25 projects were signed with a total investment of approximately 40 billion RMB, representing a total installed capacity of 12 million kilowatts [4].