2025年9月25日晚间，A股市场迎来一则重磅消息：中国平煤神马集团与河南能源集团正式启动战略重 组。五家上市公司——平煤股份、神马股份、易成新能、硅烷科技、大有能源同步发布公告，宣布河南 省委、省政府推动两大省管能源巨头整合。这场重组涉及超5500亿元资产，覆盖煤炭、化工、新能源全 产业链，标志着河南能源产业进入"航母级"发展新阶段。 重组背景：政策与市场的双重驱动 此次重组并非偶然。在国企改革深化背景下，能源行业正经历从"规模扩张"向"质量提升"的转型。河南 能源集团作为省内煤炭资源储备龙头，拥有284亿吨煤炭储量、8865万吨产能及近1000万吨化工产能； 而中国平煤神马集团则以尼龙化工、硅碳材料等特色产业链见长，其尼龙66盐、工程塑料产能居亚洲前 列，硅烷气、超高功率石墨电极、碳化硅粉体产能全国领先。 市场观点认为，河南能源在基础资源端优势突出，平煤神马在技术延伸端更具竞争力，重组可实现"煤 —焦—化—新能源"全链条贯通，减少同质化竞争，降低运营成本。数据显示，2024年两家集团营收合 计达2898亿元，重组后新集团有望冲击3000亿元营收目标。 战略蓝图：打造全球功能材料领军者 3．绿色转型：推进煤 ...

为充分体现甘肃省应对气候变化领域标准建设成果，展示甘肃省企业积极通过标准抢占行业制高点 的生动实践，首次"国家标准走基层"活动在兰举行。沿黄河一路西行，记者看到一条条"硬标准"变成企 业"真收益"——碳排降下去、收入提上来、投资引进来、标准立起来。 基层实践：国标落地绘就甘肃绿色化实景 初秋的甘肃土丘泛起点点绿意，如新生的"胎毛"覆于黄土之上。"今年雨水足，黄土坡都长草了， 前几年可看不到。"当地人的话语，映照的不仅是生态降水的偶然馈赠，更是甘肃以国家标准为笔绘制 的绿色转型实景。 在碳市场建设中，甘肃省生态环境科学设计研究院(以下简称省环科院)深谙"数据质量是碳市场生 命线"。该院协助生态环境管理部门监管时，以引导、监督、帮扶重点企业执行碳排放核算标准为核 心：通过建立企业数据定期核查机制、统一档案管理模板、开展数据质量专项帮扶，严保数据真实准 确，为碳市场规范运行筑牢根基。 碳排放"硬约束"正转化为企业绿色发展的"内动力"。"甘肃多数电厂是早年建设，机组规模小、设 备老旧，节能水平有限。现在省内22家电厂多数亏损，我们要做的是严格执行标准，避免因管理疏漏造 成损失。"省环科院相关负责人介绍，机构对企业进行 ...

Core Viewpoint - The implementation of 544 new standards in October 2025 aims to enhance quality, promote technological upgrades, and support green transformation across various key industries, including agriculture, environmental protection, healthcare, petrochemicals, electronics, transportation, and machinery [3][6]. Group 1: Agriculture, Forestry, Animal Husbandry, and Food - A total of 98 new standards focus on food safety, geographical indication product protection, and agricultural social services, highlighting the importance of food safety and traceability technologies [5]. - Specific standards include GB/T 22250-2025 for the determination of chlorogenic acid in health foods and GB/T 45884-2025 for identifying the origin of white tea using near-infrared spectroscopy [5]. Group 2: Environmental Protection - New environmental standards emphasize a green and low-carbon approach, addressing industrial wastewater treatment, greenhouse gas accounting, and air purifier energy efficiency [5]. - Key standards include GB/T 20483-2025 for monitoring land desertification and GB/T 36893-2024 for setting energy efficiency limits for air purifiers [9]. Group 3: Healthcare - The healthcare sector sees 69 new standards covering medical devices, biological testing, and AI applications in healthcare, promoting precision and intelligent development in medical equipment [5]. - Notable standards include GB/T 30658-2025 for prosthetics and orthotics and GB/T 44469-2024 for dental rotary instruments [10]. Group 4: Petrochemicals - The petrochemical industry will implement 23 new standards, focusing on materials and testing methods, such as GB/T 45475.1-2025 for plastic polyphenylene ether and GB/T 45464-2025 for testing the content of modified asphalt [11]. Group 5: Electronics and Electrical - The electronics sector will see 57 new standards, including GB/T 31379.1-2025 for testing methods of polarizers in flat panel displays and GB/T 45399-2025 for general technical requirements for hyper-converged systems [14]. Group 6: Transportation - The transportation industry will implement 46 new standards, including GB/T 45489-2025 for technical conditions of medium and low-speed maglev transportation and JT/T 1059.8-2025 for mobile payment technology in public transport [12]. Group 7: Machinery and Equipment - New standards in machinery and equipment focus on energy efficiency and safety management, promoting sustainable development across the industry [5][6].

周乃翔在致辞中说，近年来，山东坚定践行习近平生态文明思想，坚持生态优先、绿色发展，协同 推进降碳、减污、扩绿、增长，美丽山东建设不断深化。鲁韩环保合作事务委员会成立以来，双方围绕 生态环保、低碳发展，开展了一系列卓有成效的合作，实现了互促共进、互利共赢。面向未来，山东愿 与韩国环境部等各方进一步加强务实对接，深化污染防治、生态修复、环境安全等领域技术推广和人才 交流，在产业升级、能源转型、绿色园区等方面联合实施一批引领性项目，共建清洁美丽家园。 金星焕在致辞中说，长期以来，山东与韩国在生态修复、环境治理、新技术应用等领域开展了广泛 合作，取得了显著成效。希望双方以此次座谈会为新的起点，用好现有合作机制，加强生态环境政策对 话和技术交流，在绿色转型、污染治理、环保产业、气候变化等方面深化合作，取得更多实质性成果。 鲁韩环保合作20周年座谈会在烟台举行 周乃翔金星焕出席并致辞 9月28日，山东省人民政府和韩国环境部环保合作20周年座谈会在烟台举行。省委副书记、省长周 乃翔，韩国环境部部长金星焕出席并致辞。 座谈会上，签署了鲁韩环保合作20周年备忘录。 省领导江成、温暖出席。（记者 袁涛） ...

Group 1 - The mooncake market is experiencing a surge in popularity as the Mid-Autumn Festival approaches, with offline supermarkets prominently displaying various mooncakes and online platforms seeing a peak in sales of loose mooncakes and gift boxes [1][2] - Key trends in the mooncake market for 2025 include a focus on health, snackification, and light gifting, with 73% of consumers prioritizing "healthy ingredients" in their purchasing decisions [1][2] - The overall sales volume of mooncakes during the "Double Festival" period is expected to increase by over 30% year-on-year, driven by the popularity of low-sugar and clean-label products [1][2] Group 2 - Collaborative efforts between companies, such as the partnership between Huixing Technology and Suzhou Daoxiangcun, have resulted in the successful sale of 600,000 customized mooncake boxes, indicating strong market demand [2] - The consumption of mooncakes is expanding beyond traditional gifting, with 54% of users now considering mooncakes as everyday snacks, prompting brands to introduce non-gift box and mixed packaging options [2][3] - Regulatory bodies are actively working to curb "sky-high" mooncake prices to promote the return of mooncakes to their status as everyday consumer goods, reflecting a shift towards more rational consumption [2][3] Group 3 - The industry is moving towards sustainable practices, with a focus on reducing excessive packaging and promoting green development, as highlighted by the Chinese Bakery and Confectionery Association [3] - The trend of simplified packaging is becoming prevalent, with many companies adopting single-layer designs and eco-friendly materials, showcasing progress in the industry's green transformation [3] - Consumer preferences are shifting towards practical and culturally enriched packaging, with 39% of users desiring reusable containers and 31% favoring packaging that incorporates local cultural elements [3] Group 4 - The mooncake market is revitalizing itself through health-conscious and diverse consumption patterns, integrating cultural elements and sustainable practices into modern lifestyles [4] - Mooncakes continue to symbolize reunion, gratitude, and blessings during the Mid-Autumn Festival, with companies aiming to balance health, aesthetics, and cultural significance in their offerings [4]

Core Viewpoint - The article emphasizes the urgent need for global action in response to the challenges of green transition, highlighting the importance of international cooperation, particularly between Peru and China, to advance renewable energy initiatives [4]. Group 1: Industry Growth and Opportunities - The biodiesel industry in South America is rapidly growing, with Peru expanding its market share alongside major producers like Brazil and Argentina, positioning itself as the second-largest biodiesel center globally after Asia [4]. - Peru has established a mandatory biodiesel blending standard, increasing from B5 (95% petroleum and 5% biodiesel) to B7.5, reflecting its commitment to clean energy and emission reduction [4]. - The glycerin market presents significant growth opportunities, with Peru exporting 525,000 tons of crude glycerin and 155,000 tons of refined glycerin annually, which are widely used in various industries [5]. Group 2: Raw Material and Sustainable Practices - Peru's palm oil production is significant, with plans to expand cultivation, as the region currently utilizes less than 1% of its farmland for palm planting, indicating substantial growth potential [5]. - The goal is to achieve carbon capture of 5 to 11 million tons of CO2 by 2030 through sustainable palm oil cultivation, ensuring no soil degradation occurs [5]. Group 3: Future Cooperation and Technological Innovation - The economic cooperation between China and Peru is expected to expand into digitalization to facilitate trade, with significant potential in intellectual property and unique technologies [6]. - The emerging energy sector, particularly in oil-based chemicals, has a market size of $20 billion, which can support high-end industrial development and contribute to sustainable aviation fuel production [5].

9月25日，第一财经2025绿点中国在上海成功举办。以"绿野新踪"为主题，汇聚来自政策 研究、产业界、学术界及非政府组织的多位领军人物与专家，共同探讨了可持续商业的未 来路径，为中国经济的高质量发展注入绿色动能。活动上，"2025绿点中国·可持续实践年 度案例"、"2025绿点中国·可持续实践年度绿贝案例"、"2025绿点中国·绿色先锋案例"也重 磅发布。 第一财经总经理汪钧在开场致辞中表示，过去一年，全球经济的复苏依然不均衡，通胀与 利率的波动让企业决策更加艰难，气候灾害的经济损失不断刷新纪录。对中国企业来说， 既要在激烈的市场竞争中保持韧性，也要在不断碰撞的全球经济版图中重新寻找增长动 力。绿色不再是锦上添花，而是企业在不确定环境中保持竞争力的必然选择。在把可持续 事业持续下去的同时，企业自己也强身健体，有了更强的"反脆弱"的能力。 第一财经常务副总经理杜坚作为主办方代表，在致辞中表示，第一财经发起绿点中国项 目，聚焦顶层战略、经济结构转型、行业技术突破以及绿色消费场景等多个方面，记录企 业和社会各界在推动低碳生活方式上的核心转变。这不仅体现了中国企业在全球气候议题 中的责任与担当，也为全球生态文明建设提 ...

Core Viewpoint - Shanxi Province is actively promoting its energy transition and green development, aiming to transform from a traditional energy base to a new energy system, leveraging its strengths in both coal and green electricity [5][6]. Group 1: Energy Transition Initiatives - Shanxi is recognized as a national pilot province for energy revolution, focusing on the dual carbon strategy and establishing green electricity parks to enhance industrial transformation [5][6]. - The province aims to showcase a new image of "New Energy Shanxi" by integrating "green energy+" and new advantages in green electricity, which will significantly improve its energy competitiveness [5][6]. - The construction of zero-carbon parks is highlighted as a key strategy for advancing green transformation and promoting regional coordinated development [8][9]. Group 2: Green Electricity Development - Shanxi is implementing various methods for green electricity supply, including direct connections and integrated energy solutions, to meet the specific needs of enterprises and parks [8][9]. - The province has planned 13 pilot green electricity parks across eight cities, targeting industries such as battery production, computing power, and green liquid fuels, with a total new energy capacity of 5.24 million kilowatts [9]. - The green electricity supply is projected to reach 8.8 billion kilowatt-hours, demonstrating the province's commitment to sustainable energy practices [9]. Group 3: Future Prospects and Collaborations - Shanxi is set to leverage its geographical and resource advantages to create new development momentum, aiming for a high-quality development model that integrates energy production and consumption [11][12]. - The province is attracting investments in the storage industry, with companies expressing optimism about the long-term value of storage assets in the context of Shanxi's energy reforms [12]. - The ongoing energy revolution in Shanxi is expected to position the province as a leader in the national energy transition, with significant growth potential in green energy sectors [12].

Core Viewpoint - The opening of the Arctic shipping route, marked by the departure of the "Istanbul Bridge" from Ningbo, China, signifies the establishment of the world's first direct container shipping line between China and Europe, reducing transit time to 18 days and offering strategic advantages amid geopolitical tensions and evolving trade structures [1][2]. Group 1: Geopolitical Context - The Arctic route serves as a strategic solution to the "Malacca Dilemma," enhancing China's resilience and security in the global value chain [2]. - Traditional trade routes are increasingly vulnerable due to geopolitical risks, making the Arctic route a safer alternative that bypasses hotspots and reduces carbon emissions by 50% [2]. Group 2: Industrial Upgrade Opportunities - The Arctic route is expected to act as a "strategic lever" for China's industrial upgrade, particularly benefiting high-value products that require temperature control, thus shifting the focus from cost competition to quality leadership [3]. - The rapid transit time allows for timely delivery of seasonal goods, enabling Chinese manufacturers to transition from mass production to flexible customization [3]. Group 3: Trade Dynamics with Europe - The Arctic "Ice Silk Road" will reshape China's trade landscape with Europe, providing new opportunities for coastal ports and opening pathways for inland regions [4]. - Coastal ports like Ningbo-Zhoushan are set to enhance their capabilities, while inland trade hubs can leverage the Arctic route alongside traditional rail services to improve trade flexibility [4]. Group 4: Green Transition and Technological Innovation - The construction of the Arctic route aligns with China's green transition and innovation strategies, significantly reducing carbon emissions and facilitating access to European markets for low-carbon products [5]. - The development of ice-capable vessels is expected to spur technological advancements in China's shipbuilding industry, enhancing domestic production capabilities [5]. Group 5: New Development Framework - The Arctic route plays a crucial role in promoting domestic and international dual circulation, providing a direct channel for high-value products to Europe and enhancing China's competitive edge [7]. - It supports the establishment of a comprehensive trade network across Asia and Europe, mitigating risks associated with geopolitical tensions and regulatory challenges from Western nations [7].

以下为发言内容整理 十年前，各国领导人齐聚巴黎推动达成了具有历史性意义的《巴黎协定》，确定了实现全球碳达峰迈向全球碳中和的目标，十年来，绿 色低碳转型已由"全球共识"走向"全球行动"，世界各国逐渐从高污染、高耗能、高排放的传统发展方式转向绿色低碳的生产、生活方 式。截至目前， 150 多个国家提出了"碳中和"目标。世界各国都开启了能源转型进程，一些发展中国家也已逐步从碳达峰走向碳中和 阶段。随着全球对清洁能源的投资不断加大，太阳能和风能成本大幅下降，其竞争优势已超越化石燃料。据国际可再生能源署测算，当 前全球太阳能发电成本比化石燃料低 41% ，风电成本则低 53% 。我们应充分认识到，全球绿色转型的发展大势不可逆转，以低碳 经济为特点的新一轮产业革命已经开启，并加速推动着工业制造、能源消费和全球产业链等体系的绿色转型。 我国顺应全球能源发展大势，坚定不移贯彻落实能源安全新战略，有效推动能源发展逐步从资源依赖型向创新驱动型转变。近十年来， 我国以年均 3.3% 的能源消费增速，支撑了超过 6% 的经济增长，是全球能耗强度降低最快的国家之一。在此过程中，大批有实力的 新能源企业崭露头角，为国家乃至全球的能源转型 ...