"我们正在经历百年未有之大变局，能源化工行业首当其冲。"中国石化原董事长、党组书记马永生表 示，未来五年石油仍将在能源结构中占据主体地位，石化行业必须既能保障能源安全，又能引领绿色转 型。他分析，行业目前面临三大难题：一是产业发展与降碳矛盾突出，碳排放来源多、总量大，降碳 难;二是节能减排压力持续加大;三是碳管理能力和低碳技术尚有差距，以绿色低碳为特征的高效低成本 工艺和技术装备尚未取得体系化的突破。 9月10日，2025年中国国际服务贸易交易会主题论坛——第四届生态环保产业服务"双碳"战略院士论坛 在北京首钢园举办。与会专家提出，近年来，我国积极践行绿色低碳高质量发展，成就显著，但仍面临 能源需求大、高耗能产业占比高等挑战，石化等领域的碳排放问题依然突出，急需通过科技创新推动行 业实现低碳转型。 "双碳"目标提出以来，我国能源结构持续优化，绿色低碳转型稳步推进。中国气候变化事务特使刘振民 介绍，截至今年7月，我国可再生能源装机容量已达21.7亿千瓦，约占全国发电总装机规模近六成。我 国已成为全球森林资源增长最快、最多的国家，并建立起当今世界覆盖温室气体排放量最大的碳市场。 中国环境科学研究院研究员、环境基准 ...

Core Insights - The "2025 China Carbon Neutral Development Index" reveals significant progress in carbon reduction and green transformation in China, marking the fifth anniversary of the "dual carbon" goals [1][2] - The index serves as a comprehensive tool to evaluate regional carbon neutrality potential and practical outcomes, reflecting systemic changes in economic and social development under the "dual carbon" strategy [1][2] Group 1 - The index shows a score distribution among provinces ranging from 41 to 79, with an average score of approximately 56.32 [2] - Leading provinces such as Zhejiang, Guangdong, Beijing, Jiangsu, and Shanghai have maintained high scores, demonstrating mature experiences in energy structure adjustment and industrial upgrading [2] - Key cities like Shenzhen, Guangzhou, Hangzhou, Changsha, and Qingdao have shown notable improvements in green industries, technological innovation, and green finance, with an average score increase of 1.89 points from 2024 [2] Group 2 - The research team emphasizes the need for technological innovation to address issues such as high carbon industry path dependence and insufficient market mechanisms during the "14th Five-Year Plan" period [3] - The focus for the "15th Five-Year Plan" should be on building a clean, low-carbon, safe, and efficient energy system, enhancing carbon pricing and green finance mechanisms, and ensuring effective policy implementation and data supervision [3] - The goal is to achieve carbon peak by 2030 and lay a solid foundation for carbon neutrality by 2060 [3]

Core Insights - Shanghai's import and export value reached 387.43 billion yuan in August, marking seven consecutive months of growth since February this year [1] - In August, Shanghai's export value hit 183.08 billion yuan, a year-on-year increase of 17.1%, achieving a historical milestone of exceeding 180 billion yuan in a single month [1] - For the first eight months of this year, Shanghai's foreign trade value totaled 2.94 trillion yuan, reflecting a growth of 4.5%, with notable activity from private enterprises and significant increases in exports to emerging markets [1] Export Performance - Exports to emerging markets such as Africa, ASEAN, the Middle East, and India totaled 53.74 billion yuan in August, representing a year-on-year growth of 45%, with shipbuilding and marine engineering equipment, as well as construction machinery, showing remarkable growth of 1060% and 72.8% respectively [1] - The green product sector in Shanghai has seen significant demand, with exports of electric vehicles, lithium batteries, and photovoltaic products growing by 37.1%, 112.1%, and 39% respectively in August [2] - High-end manufacturing products, including high-end machine tools and equipment, have also maintained double-digit growth [2] Government Support - The Shanghai government has actively supported foreign trade growth, organizing 245 enterprises to participate in 38 overseas trade exhibitions since the second half of this year, with an intended contract value of 23.68 million USD [2] - These exhibitions focus on key industries such as high-end manufacturing, digital economy, biomedicine, and green energy, with the municipal commerce department providing support for exhibition fees [2]

人民财讯9月20日电，中信证券研报表示，展望后续，地方政府隐债化解可能在"十四五"末期到"十五 五"初期达成，但地方政府杠杆率仍高，在收入端不确定性较大的环境下，预计央行仍有必要维持利率 的低位。往后看，新一轮政策性金融工具聚焦数字经济、人工智能、低空经济、消费领域基础设施、绿 色低碳转型、农业农村、交通和物流以及市政和产业园区八大领域，对于财政端增量需求仍高，预计未 来财政货币双宽的格局仍会延续。 ...

Group 1 - The core viewpoint emphasizes the importance of aligning the "14th Five-Year Plan" with the directives from Xi Jinping regarding Jiangsu's development, focusing on high-quality growth and strategic planning for the "15th Five-Year Plan" [1][2] - The meeting highlighted the need for a comprehensive understanding of the complex changes in the development environment during the "15th Five-Year Plan" period, ensuring that goals and measures are scientifically accurate and achievable [2][3] - Strategic tasks should focus on innovation, industrial application, and the integration of artificial intelligence, aiming to establish a new quality of productive forces and enhance the overall development framework [3] Group 2 - The emphasis is placed on increasing income for urban and rural residents, promoting common prosperity, and advancing green and low-carbon transformation [3] - The construction of key functional areas is seen as a means to enhance regional coordination and integration, fostering urban-rural development [3] - The meeting called for a strong commitment to safety and governance modernization, aiming to create a new security framework for the province [3]

中信证券明明等报告称，展望后续，地方政府隐债化解可能在"十四五"末期到"十五五"初期达成，但地 方政府杠杆率仍高，在收入端不确定性较大的环境下，预计央行仍有必要维持利率的低位。往后看，新 一轮政策性金融工具聚焦数字经济、人工智能、低空经济、消费领域基础设施、绿色低碳转型、农业农 村、交通和物流以及市政和产业园区八大领域，对于财政端增量需求仍高，预计未来财政货币双宽的格 局仍会延续。 ...

Group 1 - The conference titled "2025 Procurement and Supply Management Conference and the Sixth China Supply Chain Management Annual Conference" was held in Xiamen, focusing on building an open, inclusive, resilient, and sustainable global supply chain [2][5][12] - The event gathered over 3,000 participants, including government leaders, international organization representatives, experts, scholars, and corporate executives, to discuss core topics such as supply chain trends, innovative practices, and international cooperation [2][5][12] - The conference emphasized the urgency of creating resilient supply chains in the face of geopolitical tensions, climate disasters, and technological changes, highlighting the importance of integrating sustainability into every decision [5][6] Group 2 - The conference featured a main forum where various leaders discussed the current state of global supply chains, identifying three main factors affecting stability: geopolitical tensions, digital technology-driven industrial upgrades, and the need for green transformation [15][16] - The "Xiamen Initiative" was launched, proposing six core directions for global supply chain development, including building an inclusive global supply chain framework and enhancing cooperation mechanisms [12][13] - The "Global Supply Chain Development Trend Blue Book (2025)" was released, predicting a 2.8% global economic growth rate for 2025 and outlining systemic changes in supply chains due to regionalization, tariff policies, and climate governance [18][31] Group 3 - The conference highlighted the role of digital technologies such as AI and blockchain in transforming supply chain management, emphasizing the need for companies to adapt to these changes to enhance efficiency and resilience [21][28] - The importance of social responsibility (ESG) in supply chains was underscored, with a report released detailing the significance of ESG practices for sustainable development and competitive advantage [37][38] - The event concluded with discussions on the globalization of supply chains and the strategic role of Chinese companies in international markets, emphasizing the need for collaboration and innovation [40][44]

Core Insights - China has established the world's largest carbon emissions trading market, which is crucial for achieving carbon peak and carbon neutrality goals, marking a significant step in climate change response [1][2] - The national carbon market has seen steady progress since the 14th Five-Year Plan, with a cumulative trading volume of 714 million tons and a total transaction value of 48.961 billion yuan as of September 18, 2025 [1] - The market has expanded to include key industries such as steel, cement, and aluminum, effectively managing over 60% of national CO2 emissions [1][2] Carbon Market Development - The carbon market is divided into a compliance carbon market and a voluntary carbon market, which together form a comprehensive national carbon market system [2] - By 2027, the national carbon emissions trading market aims to cover major industrial sectors, while the voluntary market seeks to achieve full coverage in key areas [2] - The government is committed to enhancing the carbon market's effectiveness and international influence, promoting green and low-carbon transitions [2] Environmental Improvements - During the 14th Five-Year Plan, the number of environmental assessments for high-pollution projects decreased, while assessments for renewable energy projects increased significantly [3] - National air quality has improved, with PM2.5 concentrations in cities dropping to an average of 29.3 micrograms per cubic meter in 2024, a 16.3% decrease from 2020 [3][4] - Major initiatives have led to the elimination of black and odorous water bodies in over 3,000 cities, with rural sewage treatment rates exceeding 45% [4]

同时，我国牵头构建产品碳足迹管理体系。指导发布100多项产品碳足迹核算标准，上线国家温室 气体排放因子数据库，定期发布全国电力碳足迹因子数据，帮助企业积极应对国际涉碳贸易壁垒，推动 碳足迹规则标准实现国际衔接互认。 我国深入推进适应气候变化工作。《国家适应气候变化战略2035》印发实施，明确我国中长期适应 气候变化的目标任务。深化39个气候适应型城市试点建设。推动提升重点区域气候韧性，加强青藏高原 等关键脆弱区域气候风险评估。 李高表示，下一步将持续实施积极应对气候变化国家战略，积极稳妥推进碳达峰碳中和，加快建设 更加有效、更有活力、更具国际影响力的碳市场，健全产品碳足迹核算标准，推动绿色低碳转型，不断 提升经济发展的"含绿量"。 新华社北京9月19日电（记者 高敬、魏弘毅）今年是"双碳"目标提出5周年。生态环境部副部长李 高19日在国新办举行的"高质量完成'十四五'规划"系列主题新闻发布会上介绍，"十四五"期间，我国二 氧化碳排放强度持续下降。 李高介绍，在推动构建和落实碳达峰碳中和政策体系方面，生态环境部会同有关部门积极推进能 源、产业转型升级和重点领域绿色低碳发展，推动建成全球最大、发展最快的可再生能源 ...

黄润秋还表示，我们发展绿色金融，助推绿色低碳转型。深入推进以生态环境为导向的项目开发新模式 创新，"十四五"以来，有100多个项目获得金融机构支持，已获得授信金额2164亿元、发放贷款764亿 元。2024年，我们联合中国人民银行建立了绿色金融服务美丽中国建设的项目推介机制，首批项目签订 的贷款合同已达到143亿元。 当前，推动绿色转型已逐渐成为全球发展共识。对此，生态环境部副部长郭芳表示，中国在自身绿色转 型中形成大量创新成果，并向世界普及应用，为全球绿色发展注入了强大动能。过去十年，我们向多个 国家提供钢铁超低排放改造技术及标准规范，帮助他们清洁低碳转型。"在阿联酋沙漠，中国企业搭建 起零能耗降温系统，使建筑能耗降低70%。在南非，中国企业承建的塔式熔岩光热电站是当地最大的可 再生能源项目，每年能够提供约480吉瓦时的清洁电力。" 具体看，可以用"五个新"来概括：一是污染防治攻坚战取得新成效，二是绿色低碳发展迈出新步伐，三 是生态保护修复监管实现了新进展，四是生态环境治理效能得到新提升，五是全球环境治理彰显新担 当。 黄润秋强调，我们着力推动减污降碳协同增效，截至目前，全国共有11.2亿千瓦的煤电机组和9 ...