近些年来，全球造纸行业正在掀起一股寻求绿色低碳发展新路径的热潮，其所关注的维度包括：使用碳 排放低的原材料、应用生物质能源替代化石能源、优化生产工艺、强化供应链绿色管理等。 作为造纸产业的上游环节，在面对绿色转型发展这一全球性话题时，浆纸领域正在积极通过技术创新和 绿色化生产，来提升生产效率以及降低碳排放。全球最大的商品浆生产商书赞桉诺，亦是推动行业可持 续发展的拥趸。 在接受21世纪经济报道记者专访时，该公司可持续发展、传播与品牌全球执行副总裁玛露·派瓦（Malu Paiva）和可持续发展总监玛丽娜·内格里索利（Marina Negrisoli）均表示："浆纸行业脱碳的主要挑 战，在于议题一直在演变，有些技术性问题甚至也是世界性难题，需要通过与产业链其他利益相关方共 同合作，寻求有效的解决方案。" 自2022年开始，书赞桉诺正式开启在中国的可持续发展工作，其内容一方面为致力于在华相关业务与可 持续发展议程更紧密相连，另一方面则是探索如何在中国更好地达成可持续发展长期目标并提出倡议。 玛丽娜·内格里索利告诉21世纪经济报道记者："我们制定了2030年的碳减排目标，即到2030年公司整体 碳排放强度降低15%。 ...

Group 1 - The company achieved total operating revenue of 735 million yuan and a net profit of 53 million yuan in Q1 2025, indicating significant improvement compared to the previous quarter [1] - The company specializes in the research, production, and sales of pollution control equipment, serving industries such as semiconductor, fine chemicals, and automotive manufacturing, as well as traditional manufacturing sectors like steel and cement [1] - The company is a global leader in photovoltaic waste gas treatment equipment, generating 646 million yuan in revenue from this segment in 2024, accounting for 31.45% of total revenue [1] Group 2 - The company has established strong technical barriers through its proprietary low-temperature liquid catalytic denitrification technology and collaborative environmental pollution treatment technology, reinforcing its leading position in the photovoltaic supporting environmental equipment sector [2] - In 2024, the company's photovoltaic product revenue reached 644 million yuan, representing a year-on-year growth of 17,356%, showcasing its market expansion capabilities in the renewable energy sector [2] - The company has a comprehensive technology layout with numerous patents in areas such as photovoltaic cells, waste gas treatment, and wastewater treatment, providing solid technical support for long-term development [2] Group 3 - The company is actively expanding its market presence and deepening collaborations, such as projects with China National Building Material Group and Henan Zhonglian, which enhance its market position and create new growth opportunities [3] - The company is targeting the ultra-low emission transformation market in the cement industry and promoting pollution control equipment in the semiconductor and automotive sectors, thereby increasing market competitiveness and customer loyalty [3] - The global trend towards carbon reduction and stricter environmental policies are expected to drive rapid growth in the industry, opening significant opportunities for the company's future development [3]

天眼查App显示，近日，菊海苍田（河北）园林绿化有限公司成立，法定代表人为陈文利，注册资本 400万人民币，两舱易园农业文化旅游（河北）有限公司、北京绿海天成园林绿化有限责任公司持股。 企业名称菊海苍田（河北）园林绿化有限公司法定代表人陈文利注册资本400万人民币国标行业水利、 环境和公共设施管理业>公共设施管理业>市政设施管理地址河北省廊坊市文安县城西环路盘东侧（人 和路415号）135室企业类型其他有限责任公司营业期限2025-4-27至无固定期限登记机关廊坊市文安县 市场监督管理局 来源：金融界 序号股东名称持股比例1两舱易园农业文化旅游（河北）有限公司70%2北京绿海天成园林绿化有限责任 公司30% 经营范围含园林绿化工程施工;工程管理服务;农林废物资源化无害化利用技术研发;资源再生利用技术研 发;标准化服务;技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广;资源循环利用服务技 术咨询;余热余压余气利用技术研发;太阳能发电技术服务;风力发电技术服务;储能技术服务;土壤环境污 染防治服务;土壤污染治理与修复服务;林业有害生物防治服务;发电技术服务;余热发电关键技术研发;合 同能源管理;节能管理 ...

Investment Rating - The report maintains a "Strong Outperform" rating for the biodiesel industry [1] Core Viewpoints - The biodiesel industry is experiencing a shift from export reliance to domestic demand stimulation, driven by policy support and the gradual resolution of export challenges [4][5] - Global biodiesel consumption is projected to grow, particularly in the EU, the US, Indonesia, and Brazil, with significant increases in demand for advanced biodiesel products [5][17] - China's biodiesel consumption remains low, but there is substantial potential for growth if B5 blending is implemented nationwide, which could create a market space exceeding 6 million tons [4][34] Summary by Sections 1. Biodiesel Market Dynamics - The global biodiesel consumption has a compound annual growth rate (CAGR) of 9.8% from 2010 to 2023, with significant contributions from the EU, US, Indonesia, and Brazil [4][15] - The EU's RED III policy aims to increase the share of advanced biofuels in transportation energy consumption to 5.5% by 2030, which is expected to enhance demand for China's HVO and SAF biodiesel [20][29] 2. Raw Material Supply and Demand - China's biodiesel production primarily relies on waste cooking oil (UCO), with a theoretical annual capacity exceeding 8 million tons, but actual collection is around 5.4 million tons [4][34] - The report anticipates a shift in UCO usage from export to domestic production, especially for second-generation biodiesel (HVO) and sustainable aviation fuel (SAF) [4][5] 3. Company Focus - The report highlights key companies in the biodiesel sector: - Zhuoyue New Energy, a leader in first-generation biodiesel with upcoming second-generation production [5] - Shangaohuan Energy, a leading supplier of UCO with significant waste cooking oil processing capacity [5] - Langkun Environment, focused on biomass waste treatment and actively expanding into biodiesel [5]

Group 1 - The core viewpoint of the articles revolves around the recent developments in CCER (China Certified Emission Reduction) methodologies, highlighting the need for expansion and adaptation to promote low-carbon projects and enhance market supply [1][3][4] - The Ministry of Ecology and Environment has publicly solicited suggestions for new CCER methodologies, indicating a proactive approach to broaden the scope of emission reduction projects [1][2] - The current CCER price remains high, with a trading average of 100.10 yuan per ton, driven by supply-demand imbalances and increased market participation from diverse stakeholders [2][3] Group 2 - There is a consensus among industry experts that the carbon quota prices and CCER prices are expected to rise steadily in the future, with CCER supply anticipated to increase in an orderly manner [3][4] - The new CCER methodologies are expected to enrich the voluntary carbon market and increase the market supply of CCERs, focusing on sectors with emission reduction potential such as distributed energy, storage, transportation, and construction [3][5] - The application for CCER methodologies is restricted to certain industries, excluding those with mandatory emission reduction obligations, which may limit participation from some sectors [3][5][6] Group 3 - The development of new CCER methodologies is seen as a potential source of commercial opportunities, particularly for projects that meet additionality requirements and align with national industrial policies [4][5] - Experts suggest that companies should ensure safety, conduct additionality assessments, and consider international best practices when developing CCER methodologies [7][8] - The complexity of technical validation for methodologies may pose challenges, and companies are encouraged to seek guidance from experienced institutions or experts to navigate these difficulties [8]

以下文章来源于华商韬略 ，作者华商韬略 华商韬略 . 聚焦标杆与热点、解构趋势与韬略 作者：张静波 来源： 华商韬略（ID：hstl8888) 还记得地沟油吗？ 十年前，触目惊心的地沟油事件，让中国人咬牙切齿。 出人意料的是，十年后，它却惊天逆袭，一改过去遭众人唾弃的形象，被世界多国疯抢。 01 世界疯抢中国地沟油 两年激增580倍！ 中国地沟油在美国，被抢爆了。 2023年，美国从中国进口了71.8万吨地沟油。2024年再次猛增，仅上半年，就超过60万吨。 要知道，两年前的2022年，这个数字还几乎为零！ 这种大规模的进口行为，严重损害了美国农民的利益。 但即便如此，也未能阻挡这一趋势。在美国长滩港，许多进口商正在焦急等待来自中国的货轮。 不止美国人。 早在2012年，荷兰一家公司，就开始从中国进口地沟油。此后，这种行为被多国效仿，欧洲从中国进 口的地沟油呈爆炸式增长。 如今， 欧洲每天消耗13万桶地沟油，大部分依赖进口，其中六成来自中国。 由于需求太旺盛，地沟油价格飙升，一度超过了棕榈油，以致欧盟怀疑：自己进口的地沟油里，掺杂 了棕榈油。 于是，决定对中国地沟油征收关税。 大量地沟油涌入美国，甚至引发美国 ...