图片来源/新华社 核心观点 中国在共建"一带一路"国家开展绿色投资，势必带来海量的项目落地，进而为中国绿色投资走向国际舞台提供更加丰富的发展场景，同时，也为全球绿色 低碳转型作出贡献。 ■林伯强 近年来，许多共建"一带一路"国家向联合国提交了碳减排行动计划，并制定了宏伟的能源转型战略，但这些气候转型的行动需要巨额资金支持。目前许多 国家主权债务风险上升，转型所需的资金缺口持续扩大。 联合国数据显示，发展中国家平均面临每年约4万亿美元的可持续发展融资缺口。同时，发展中国家亟须获得更多的融资和赠款以应对气候变化带来的影 响。2009年以来，全球气候谈判设定了每年筹集1000亿美元的目标，用于支持发展中国家采取应对气候变化行动，但到目前为止，这1000亿美元的目标尚 未实现。 因此，中国在共建"一带一路"国家开展绿色投资，势必带来大规模的项目落地，进而为中国绿色投资走向国际舞台提供更加丰富的发展场景，同时，也为 全球绿色低碳转型作出贡献。特别是，在当前全球贸易格局持续变动和美国退出气候变化协议的背景下，推进中国对"一带一路"绿色投资快速发展，正变 得更为重要。 中国对"一带一路"绿色投资潜力巨大 共建"一带一路"国 ...

Core Viewpoint - The Zhangjiakou Cigarette Factory is actively pursuing a green transformation in logistics, focusing on integration, intelligence, and sustainability to enhance its operational efficiency and reduce carbon emissions [1][6]. Group 1: Mechanisms for Green Transformation - The factory has established a green low-carbon circular development working group to ensure effective implementation of green initiatives, integrating them into the company's long-term development plan [1]. - A management mechanism has been created to optimize business models and management practices, focusing on cost reduction, quality improvement, and efficiency enhancement [1]. - The company is prioritizing green planning by introducing low-carbon materials and energy-saving equipment, promoting the use of clean energy in logistics and warehousing [1][2]. Group 2: Resource Recycling and Innovation - The factory is conducting research on the recycling of packaging and cigarette boxes, establishing a full-process management ledger to ensure that every box can be reused [2]. - A dynamic sharing mechanism for warehouse capacity and operational linkage has been implemented to optimize space utilization and improve logistics efficiency [2][4]. - The company is transitioning to electric and automated vehicles to create a low-carbon logistics model, collaborating with local businesses to enhance resource circulation [4]. Group 3: Employee Engagement and Cultural Shift - The factory promotes energy-saving habits among employees, fostering a culture of sustainability through various initiatives and educational programs [5][6]. - Specific actions have been taken to convert green concepts into practice, such as implementing a mechanism for exchanging old office supplies and conducting regular energy audits [5]. - Training sessions and workshops are held to encourage employee participation in green initiatives, integrating sustainability into daily work and life [6]. Group 4: Talent Development and Innovation Support - A green logistics think tank has been established to provide training and encourage employees to propose innovative ideas for energy conservation and carbon reduction [6]. - The company collaborates with experts and educational institutions to advance green technology research, allowing employees to engage in practical projects [6]. - The ongoing commitment to green logistics transformation is seen as a response to industry demands and a pathway for the company's high-quality development [6].

Core Viewpoint - The 2025 Taiyuan Energy Low Carbon Development Forum focuses on green and low-carbon transformation, aligning with national energy security strategies and promoting innovation in energy practices [1]. Group 1: Forum Highlights - The theme of the forum is "Green Low-Carbon Transformation Development: Building a New Energy System," emphasizing the transition of resource-based economies and energy security [1]. - Approximately 200 distinguished guests will attend, including international dignitaries, domestic leaders, and experts in the energy sector [2]. - The forum will showcase over 20 new technologies, applications, and products, highlighting recent innovations in the energy sector from various research institutions [3]. Group 2: Practical Cooperation - Activities will include keynote speeches, roundtable discussions, and policy interpretations, focusing on promoting cooperation in areas such as green electricity parks and unconventional natural gas [4]. - The forum will release several reports, including the "Global New Energy Enterprises Top 500 Competitiveness Report," aimed at supporting quality projects and advanced technologies in Shanxi Province [5]. Group 3: Public Engagement - A public low-carbon travel month will be organized to encourage citizen participation, along with educational activities involving over 10,000 participants [6].

Group 1 - The New Energy Index of the ChiNext board has shown a strong increase of 1.76%, with significant gains in constituent stocks such as Jinlei Co., Ltd. rising by 11.47% and CATL increasing by 7.14% [1] - The opening of the BRICS New Industrial Revolution Partnership Forum emphasizes the need for BRICS countries and developing nations to collaborate on green and low-carbon transitions, particularly in sectors like new energy vehicles, photovoltaics, wind power, and hydrogen energy [1] - The ChiNext New Energy ETF has also risen by 1.77%, indicating a positive market sentiment towards the new energy sector [1] Group 2 - CITIC Construction Investment Securities highlights that the "Price Law" supports the photovoltaic industry chain, ensuring that sales do not fall below full costs, which provides strong price support [2] - Starting from September, there will be restrictions on the production and sales of silicon materials, with output expected to remain stable month-on-month, indicating a tight supply situation [2] - The top ten weighted stocks in the ChiNext New Energy Index account for 64.15% of the index, with major players including CATL, Sungrow Power Supply, and Huichuan Technology [2]

Economic Performance - In July 2025, the industrial added value in Henan province grew by 8.8%, outperforming the national average by 3.1 percentage points[20] - The total retail sales of consumer goods in Henan reached 2125.27 billion yuan, with a year-on-year growth of 4.8%, exceeding the national growth rate by 1.1 percentage points[21] - Fixed asset investment in Henan increased by 5.6% year-on-year, higher than the national growth rate of 1.6%[23] Market Trends - In August 2025, the Henan Index rose by 12.68%, surpassing the Shanghai Composite Index's increase of 7.97% and the CSI 300 Index's increase of 10.33%[55] - The cumulative increase of the Henan Index for the first eight months of 2025 was 28.59%, consistently outperforming major benchmark indices[55] Investment Landscape - As of the end of August 2025, Henan had a total of 138 listed companies, with an A-share market capitalization of 17794.34 billion yuan, reflecting a quarter-on-quarter growth of 13.34%[6] - In the first eight months of 2025, the total amount of IPOs approved nationwide was 50, with Henan having only one company in the pipeline[6] Policy Environment - In August 2025, the financial regulatory authorities introduced a series of policies aimed at expanding consumption and supporting industrial transformation[28] - The Henan provincial government launched multiple policies to support technological innovation and the development of strategic emerging industries[34]

记者 辛圆 国资委副主任李镇周三在国新办举行的"高质量完成'十四五'规划"系列主题新闻发布会上表示，"十四 五"期间国资央企大力推进布局优化结构调整，以市场化的方式重组了6组10家企业，新组建设立9家中 央企业。 一是围绕服务国家战略实施重组整合。李镇表示，以服务战略大局、维护国家安全为鲜明导向，在重要 行业和关键领域加快推进重组整合，进一步增强了国有经济的战略支撑托底能力。比如，着眼加快建设 自主可控的卫星互联网，组建了中国星网。 二是围绕增强产业协同实施重组整合。他提到，以提高产业集中度为目标，既推动同类型业务的横向联 合，又加强上下游业务的纵向整合，有力推进解决重复投资、资源分散等问题，形成了"1+1>2"的效 果。比如，鞍钢集团重组本钢集团，既提高了企业竞争力，形成了"南宝武、北鞍钢"的发展格局，又发 挥了区域引领带动作用。 例如安徽省国资委、安徽证监局4月8日印发《关于加强省属企业控股上市公司市值管理若干事项的通 知》，提出十条举措。在并购重组方面，措施提到，鼓励聚焦提高科技创新能力实施并购重组，打造一 批科技领军企业。 南京市政府办公厅3月份印发《南京市关于支持企业并购重组高质量发展的若干措施》， ...

Core Viewpoint - The Chinese coking industry is undergoing significant structural adjustments and green transformation, driven by tightening supply and increasing high-end demand for coal tar deep processing products [2][6]. Supply Dynamics - The recent shutdown of two coking furnaces in Tangshan has led to a reduction of 1.1 million tons of coking capacity, contributing to over 5 million tons of coking capacity being phased out since 2024 [2] - The overall coking production in China is expected to be approximately 470 million tons in 2024, reflecting a slight decrease of 0.5% year-on-year, with coal tar production estimated at around 20 million tons [2] Environmental Regulations - Stricter environmental policies are causing the closure of non-compliant small coking enterprises, which is likely to further decrease coking production and limit the supply of coal tar, leading to increased costs for deep processing companies [3] Technological Upgrades - The coal tar deep processing sector is facing pressure to upgrade its technology, with current production processes primarily relying on distillation, while hydrogenation technology is gaining traction for producing high-value products [4] - By the end of 2024, China's coal tar deep processing capacity is projected to exceed 26 million tons, with an average annual growth rate of about 3% over the past five years, although capacity utilization remains between 75% and 80% due to outdated technology [4] Market Opportunities - The coal tar deep processing industry has diverse applications, including carbon black, pharmaceutical intermediates, and new energy materials, with carbon black production expected to reach 5.5 million tons in 2024 [5] - The demand for needle coke, a key material for lithium battery anodes, is projected to grow by over 20% year-on-year, reaching 1.2 million tons in 2024, indicating a significant market opportunity [5] Future Trends - The coal tar deep processing industry is anticipated to evolve towards high-end, green, and intelligent development, focusing on product structure upgrades, energy-efficient production processes, and the integration of advanced technologies such as industrial internet and big data [6]

为稠油绿色开采提供"中国方案" 当前，全球超稠油开发普遍依赖热采技术，而传统工艺采用燃气或燃煤锅炉产汽热采，存在能耗高、碳 排放量大的问题。作为我国最大的整装浅层超稠油生产基地，风城油田的稠油虽品质优良，但黏稠度极 高，需借助高品质过热蒸汽进行降黏和驱动才能开采。 中国石油集团公司高级技术专家、新疆油田公司首席技术专家孙新革强调，该项目实现了稠油开采过程 中化石燃料的规模化可再生能源替代，为我国稠油绿色开发提供了可复制的新业态、新模式与新动能， 更构建了一套完整的稠油光热开采技术体系，为国际、国内稠油绿色开采树立了科学样板。 此次投产的塔式水工质高温光热项目，采光面积达5.15万平方米。项目采用先进小型定日镜聚光系统， 可稳定产出305℃的高品质过热蒸汽，直接满足稠油热采的核心需求；更具突破性的是，项目创造性地 将高温光热制蒸汽技术与稠油地下蒸汽腔储能相结合，即便在夜间无光照条件下，也能通过蒸汽腔持续 释放白天储存的热量加热油藏，实现"光尽其用，零碳采油"的经济环保目标。 风城油田作业区相关负责人介绍，该项目投运后，每年可生产5.2万吨零碳过热蒸汽，替代天然气近392 万立方米，所产蒸汽用于稠油热采可实现零碳 ...

Core Viewpoint - The 2025 Shanxi (Taiyuan) Energy Industry Expo will be held from September 27 to 29, focusing on "green low-carbon transformation and the construction of a new energy system" with an emphasis on internationalization, green electricity advantages, and technological innovation [1] Group 1: Event Overview - The expo will be organized by the Shanxi Provincial Department of Commerce, along with relevant provincial departments and local governments, covering an exhibition area of 50,000 square meters [1] - There will be eight exhibition zones, including thematic image, international, green electricity, energy technology innovation, central state-owned enterprises, new energy, smart energy, and energy equipment zones [1] - Over 400 domestic and international energy companies are expected to participate, showcasing new technologies, achievements, and applications in the energy sector [1] Group 2: International Participation - The expo will feature an international exhibition zone, inviting 30 international companies from 10 countries, including Tesla, ABB, Shell, and Honeywell [1] - The event will host foreign business representatives and associations, organizing roundtable discussions on foreign investment in China and clean energy international cooperation [1] Group 3: Green Electricity and Technological Innovation - A new green electricity exhibition zone will be set up to showcase the province's efforts in local green electricity resource conversion, low-carbon industrial transformation, and the construction of seven green electricity industrial parks [2] - The energy technology innovation exhibition zone will highlight new technologies and products in areas such as green intelligent coal mining, flexible coal power generation, coal-to-oil and gas, high-end chemicals, coal-based solid waste disposal, coalbed methane exploration, geothermal resource development, and new energy storage [2]

有的地方明知上马"两高"项目违反相关规定，但在项目审批时却流于形式、默许纵容，或在监管执法时 偏宽松软，其根源就在于一些地方党委政府和有关部门没有完整、准确、全面贯彻新发展理念，把高质 量发展当做口号，仍然指望"两高"项目在短期内发挥出拉动经济的作用；一些地方在思想认识层面对经 济社会发展全面绿色转型、"双碳"目标任务的理解不深入，误解了碳达峰的真正含义；还有一些地方 对"两高"项目的监管缺乏韧劲和办法。从长期来看，"两高"项目盲目上马依然是对高耗能、高排放粗放 型发展方式的路径依赖，会加剧我国的碳排放压力，这与当前我国实现高质量发展和"双碳"目标的要求 是相背离的。 当前，我国已经进入高质量发展阶段，要实现高质量发展，一个关键环节就是要推动经济社会发展全面 绿色低碳转型。这不仅要求要发展新质生产力，促进新兴产业发展，还要推动传统产业深度转型，从而 提高经济社会发展的"含金量""含绿量"。在这一经济社会发展大趋势面前，以大量消耗资源能源为基础 的粗放型增长模式已经没有了生存的空间。加之当前决战决胜"十四五"、全面谋划"十五五"进入重要阶 段，距离"力争 2030年前二氧化碳排放达到峰值"的目标实现仅剩5年时间 ...