构建政策及评价体系 目前，发展燃料电池汽车仍是国家和地方政策支持的方向。 多层面支持示范推广 在国家顶层战略层面，氢能已被纳入重要的能源战略方向，氢燃料电池汽车则是氢能应用的一个具体 场景。在技术层面，近年来在国家政策支持下，相关零部件的国产替代取得长足进步，关键零部件实现自 主化，多项关键技术获得突破，成本也在不断下降。 "通过部委主导的五个城市示范群的推动，燃料电池汽车已在商用车领域初步形成一定的应用规 模。"在徐树杰看来，燃料电池汽车的发展一方面是成绩显著，另一方面仍有很大发展空间。他谈到，燃 料电池汽车与电动汽车年产量1000多万辆相比，年产量尚不足1万辆，这是较大的挑战。面对挑战和问 题，是否还要发展燃料电池汽车，也是一个"灵魂拷问"他认为，从未来技术多元化和应用方向来看，燃料 电池可能并不适合乘用车，但在商用车、远途物流、地域辽阔地区以及高海拔、低温等特殊环境下，仍具 备独特优势和适用场景。因此，应继续坚持燃料电池技术路线的探索与发展。 从产业应用角度分析，徐树杰认为，燃料电池汽车的电池功率水平已逐步从小功率向大功率拓展，以 适应更多样的应用需求。同时，制氢方式也呈现多元化。大家常关注新能源汽车是 ...

Core Viewpoint - The strategic cooperation between the National Carbon Measurement Center (Fujian) and CITIC Pacific Special Steel Group aims to establish a "dual carbon" innovation platform in the special steel sector, promoting green development in the industry [1][2]. Group 1: Strategic Cooperation - The signing ceremony took place in Jiangyin City, Jiangsu Province, focusing on major technological needs of the nation and enterprises [1]. - Both parties will leverage their strengths to create a national low-carbon high-end think tank and develop a differentiated low-carbon evaluation system for special steel [1][2]. - The collaboration aims to support the green and high-quality development of the special steel industry and achieve national "dual carbon" goals [1]. Group 2: Local Government Support - The Deputy Mayor of Nanping City emphasized the importance of green development and the need for intelligent upgrades in the industry [1]. - The local government hopes that this strategic partnership will enhance CITIC Pacific Special Steel's global leadership in the special steel sector and drive the green transformation of Jiangyin's overall industry [2]. Group 3: Technical Advancements - The cooperation will focus on the entire special steel industry chain, addressing key technical bottlenecks in carbon measurement, emission reduction, and certification [2]. - The initiative aims to enhance China's international influence in the special steel industry through systematic breakthroughs in key technologies [2].

Market Overview - On September 23, the A-share market showed signs of recovery after hitting a low, with the ChiNext index rising by 0.21% while the Shanghai Composite Index and Shenzhen Component Index fell by 0.18% and 0.29% respectively. The total trading volume in both markets reached 2.49 trillion yuan, an increase of 372.9 billion yuan compared to the previous trading day [2][3]. Sector Performance - Defensive sectors performed well throughout the day, with bank stocks rising against the trend. The port and shipping sector experienced fluctuations but ended positively, while the semiconductor sector rebounded towards the end of the trading session. Conversely, high-profile stocks showed signs of divergence, with tourism, Huawei, and small metals sectors declining [2]. International Market Trends - In the U.S., major stock indices fell on September 23, with the Dow Jones Industrial Average down by 0.19%, the S&P 500 down by 0.55%, and the Nasdaq Composite down by 0.95%. The decline was attributed to comments from Federal Reserve Chairman Jerome Powell regarding high stock valuations [6][5]. Commodity Prices - International oil prices increased on September 23, with light crude oil futures for November delivery rising by $1.13 to $63.41 per barrel, a gain of 1.81%. Brent crude oil futures also saw an increase of $1.06, closing at $67.63 per barrel, up by 1.59% [4]. Key Economic Insights - The OECD projected a global economic growth rate of 3.2% for 2025, an increase of 0.3 percentage points from its previous forecast in June. However, growth is expected to slow to 2.9% in 2026 [7]. Regulatory Developments - The State Administration for Market Regulation and the National Internet Information Office are finalizing the "Live E-commerce Supervision Management Measures," which will clarify the legal responsibilities of various stakeholders in the live e-commerce sector and enhance regulatory oversight [8]. Industry Events - The 7th High Energy Density Solid-State Battery Key Materials Technology Conference was held in Suzhou, focusing on solid electrolytes, electrode materials, and the industrialization of solid-state batteries. The conference aimed to foster collaboration among enterprises, research institutions, and end-user industries [10]. Institutional Perspectives - According to招商证券, there is a focus on the new technology cycle and the progress of societal intelligence, particularly in AI and its applications. 兴业证券 noted that the lithium battery sector is experiencing a price stabilization and production expansion slowdown, which could lead to improved profitability in the industry [11].

Group 1 - The core viewpoint of the news is that Jinpan Technology has been recognized for its innovative achievements in advanced equipment manufacturing for the third consecutive year, highlighting its strong position in the high-end power equipment sector [1][2]. - Jinpan Technology's selected projects include a 10kV/2.4MW solid-state transformer for data centers, a 66kV pre-installed substation, and a 16MW-35kV dry-type transformer for offshore wind power, showcasing its technological advancements [1][2]. - The company aims to support the global renewable energy market with efficient and reliable solutions, contributing to economic benefits and promoting green development aligned with carbon neutrality goals [2]. Group 2 - Jinpan Technology has seen significant growth in its data center sales, with a compound annual growth rate of 79.22% from 2022 to 2024, and a remarkable year-on-year increase of 460.51% in the first half of 2025, exceeding 500 million yuan [3]. - The company plans to focus on the global energy revolution and AI data center demands, developing a matrix of standardized basic products and high-end customized products, while enhancing its research capabilities [3]. - Jinpan Technology's products are already utilized in numerous projects for major companies like Alibaba, Baidu, Huawei, China Mobile, and China Unicom, indicating its strong market presence [3].

Core Viewpoint - The successful IPO of YouSheng Co., Ltd. marks a significant milestone for the company, providing a platform for growth and innovation in the lightweight aluminum automotive parts sector, particularly in the context of China's dual carbon policy goals [3][9][10]. Company Overview - YouSheng Co., Ltd. was established in 1992 and specializes in the design, development, production, sales, and service of aluminum alloy automotive components, focusing on lightweight solutions for both electric and fuel vehicles [6][9]. - The company has been recognized as a pioneer in the lightweight aluminum parts for new energy vehicles and has established long-term partnerships with leading manufacturers such as Tesla and NIO [6][7]. Financial Performance - In 2022, 2023, and 2024, YouSheng achieved revenues of 2.35 billion, 2.90 billion, and 3.95 billion yuan respectively, with net profits of 233 million, 321 million, and 405 million yuan [6]. - For the first half of 2025, the company reported revenues of 2.18 billion yuan, a year-on-year increase of 30.76%, and net profits of 221 million yuan, up 50.07% from the previous year [6][7]. Market Position and Strategy - The company aims to become a top-tier supplier in the global automotive industry, leveraging its advanced technologies in high-performance aluminum alloys and lightweight product design [9][10]. - YouSheng is expanding its manufacturing capabilities with modern facilities in various locations, including Mexico and Bulgaria, to enhance its international competitiveness [9][10]. IPO Details - The IPO raised 2.471 billion yuan, which will be allocated to the construction of a new production base and to supplement working capital [10]. - The stock price surged by 71.48% on its first trading day, closing at 79.50 yuan per share, resulting in a market capitalization of 15.349 billion yuan [5][10].

地处黄海之滨的江苏盐城，是一片一直向海生长的土地。南边的长江，北边的淮河，穿过高山、越过原 野，将从上游裹挟而来的泥沙带到黄海，淤沙成地。这块土地上日新月异的绿色变革、正在崛起的产业 高地引人注目。 盐城在经济大省江苏风头正健。去年，该市地区生产总值位列全国大中城市第39位，服务业增加值、工 业技改投资、社会消费品零售总额等多项指标增速居全省前列。光伏、风电等新能源产业集群积厚成 势，将盐城坐标嵌入了世界新能源产业的版图。 这里不仅有海与陆的际会、南与北的交融，更有血与火的淬炼。作为新四军重建军部所在地，热血铸就 的"铁军精神"已成为城市的精神品质。这片土地上的人们，感念习近平总书记到盐城考察新四军纪念馆 时的语重心长，正在为经济大省挑大梁攒起万千力量。 | | | 为何盐城的绿是世界的潮 驱车穿行盐城沿海公路，只见风机在海天间轻盈旋转，光伏板在骄阳下熠熠生辉。吹过盐城的那阵风、 洒下的那缕阳光，正在为这座城市充电。 走进盐城大丰港零碳产业园，能碳智慧管理平台上，园区"源网荷储"一体化新型电力系统运行情况一目 了然。在盐城，绿电通过国网变电站汇集专线输送至园区、企业……作为长三角地区首个千万千瓦新能 源发电城 ...

Group 1 - The "National Standards Going to the Grassroots" event was held in Gansu Province to promote the implementation of national carbon emission standards in key industries [1] - The event focused on five critical sectors: energy, chemicals, non-ferrous metals, new materials, and provided authoritative interpretations of the latest carbon emission standards [1] - Nearly 500 professionals from related enterprises, third-party verification agencies, and research institutions participated, enhancing carbon emission management capabilities [1] Group 2 - Gansu Province is leveraging national carbon emission standards to drive green and low-carbon transformation, helping enterprises clarify carbon accounting boundaries and reduction responsibilities [2] - Over 60 enterprises in the power generation, steel, cement, and aluminum smelting industries are included in the national carbon market, with power generation companies achieving 100% compliance in quota submissions for five consecutive years [2] - The carbon emission quota trading volume reached 15.02 million tons, with a transaction value of 0.925 billion yuan, and a provincial climate investment policy has mobilized approximately 16 billion yuan for green projects [2]

资讯汇总 [table_Header]2025.09.23 【行业 ESG 周报】我国首个碳捕集领域国际标准发布，世界气象组 织报告警示全球水循环日益紊乱 产业研究中心 摘要： （3）中国碳中和发展力指数连续五年发布。作为全国首个以系统化、长 期化方式跟踪评估各省市碳中和战略进展的权威指数，自 2021 年首次发 布以来，该成果已连续五年向社会公布，全面呈现了我国在"双碳"战略 引领下经济社会广泛而深刻的系统性变革，也为"十四五"收官和"十五 五"开局阶段提供了重要参考。 | [Table_Authors] | 赵子健(分析师) | | --- | --- | | | 021-38032292 | | | zhaozijian@gtht.com | | 登记编号 | S0880520060003 | | | 王佳(分析师) | | | 010-83939781 | | | wangjia7@gtht.com | | 登记编号 | S0880524010001 | | | 蔡晨(分析师) | | | 021-38031023 | | | caichen@gtht.com | | 登记编号 | S08805250 ...

Core Viewpoint - The establishment of the "Industrial Product Carbon Footprint Platform" marks a significant step in China's efforts to manage carbon emissions in industrial products, providing a comprehensive service for carbon footprint certification and green supply chain management [1][4]. Group 1: Platform Overview - The platform is based on real, large-scale enterprise measurement data and aims to enhance the green competitiveness of key industrial products in China [1][4]. - It serves as a strategic infrastructure for carbon footprint management, integrating data capability building, enterprise certification services, international mutual recognition cooperation, and policy decision support [4][6]. - The platform has already provided carbon footprint accounting and certification services to companies like BYD and JA Solar, achieving both domestic and international dual certification [6]. Group 2: Expert Contributions and Discussions - Experts from various fields discussed the challenges and strategies for building a product carbon footprint management system, emphasizing the importance of local databases in calculating carbon footprints [3]. - The platform is described as not just a calculation tool but an open, evolving ecosystem that supports green design, low-carbon supply chain management, and green finance services [3]. - The platform's local database calculated the carbon footprint of photovoltaic components to be about half of that found in international databases, highlighting its significance in enhancing green competitiveness [3].

Company Overview - Jiangxi Ganfeng Lithium Co., Ltd. is the first A+H listed company in China's lithium industry, with A-share code 002460 and H-share code 01772. The company has developed industrial technologies for lithium extraction from brine, ore, and recycling, forming five major business segments: lithium resource development, lithium salt deep processing, lithium metal smelting, lithium battery manufacturing, and lithium battery recycling. It produces over 40 types of lithium compounds and lithium metal products, making it one of the most comprehensive manufacturers in the lithium product supply chain [1]. Green Transition Initiatives - In response to the critical background of green transformation, the company is enhancing its research and manufacturing capabilities for power battery technology, expanding advanced production capacity for high-nickel ternary and solid-state batteries in phases to meet electric vehicle market demand. The company is also accelerating the iteration of household energy storage products and strengthening commercial energy storage solutions, including the development and promotion of integrated solar-storage applications [2]. - The company is advancing battery recycling capacity construction and improving its vertical integration capabilities in the "retired battery-black powder lithium-recycled materials" process. Through technological innovation, it aims to enhance lithium recycling rates and actively align with domestic and international policies to build a policy-driven recycled lithium salt supply system, specifically enhancing the production capacity and technical standards for recycled materials [2]. Sustainable Projects - The company has launched green solutions, first applied to its own projects. For instance, in the Mariana project in Argentina, a photovoltaic power station with an installed capacity of 120 MW was built, equipped with a 288 MWh energy storage system using self-developed batteries, ensuring the project operates entirely on renewable energy with stable power supply for 24 hours. Additionally, the domestic transportation segment has been fully electrified, with external transport widely using electric vehicles, resulting in a reduction of approximately 1,265.85 tons of CO2 emissions at the Ma Hong ten-thousand-ton lithium salt factory through oil-to-electricity conversion [2]. - Internal transportation utilizes electric forklifts and loaders, with each electric forklift reducing emissions by approximately 53.39 tons annually and each electric loader by about 220.53 tons. All power batteries used are sourced from the company's own production, creating a "green closed-loop" value chain from raw materials to products [2]. Future Development Plans - In 2024, the lithium chemical segment plans to research brine extraction technology to replace traditional salt flat evaporation, significantly reducing the area required for salt flats and freshwater usage, while improving lithium recovery rates and saving costs. The lithium battery segment focuses on solid-state batteries and mobile energy storage, developing power batteries for various applications and entering the commercial energy storage market [3]. - The company is establishing a comprehensive value chain system that includes production technology optimization, waste raw material recycling, capacity construction, and industrial cluster development in the lithium circular economy. Through industry-academia-research cooperation, it is advancing "circular economy projects" to expand resource reserves and enhance utilization efficiency. These initiatives aim to reduce carbon footprints while solidifying market competitiveness and expanding shares in emerging markets, achieving a win-win in economic and environmental benefits [3].