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本报讯 12月4日，中国人寿保险股份有限公司（以下简称"中国人寿"）首席合规官许崇苗在2025企业家 博鳌论坛上发表演讲。他表示，在全球推进净零转型与应对气候变化的大背景下，企业系统规划、实施 转型战略已成为时代发展的核心课题。基于此，中国人寿一直在深入思考保险业命题，探索将助力"双 碳"目标的系统性实践，深度转化为驱动自身高质量发展的内生动力，从而实现业务质量提升与风险抵 御能力增强的协同共进。 据了解，"十四五"期间，中国人寿提前布局，始终遵循政策导向、客户至上、金融向善、长期主义、底 线思维五大原则，围绕可持续治理架构、绿色金融、气候管理等方面，在探索具有中国特色、接轨国际 标准的ESG发展道路上取得了一定的成效，明晟ESG评级跃升至AA，进入亚太地区人寿与健康保险行 业前列。 面向经济社会发展全面绿色转型的"十五五"战略机遇期，许崇苗表示，保险业应以创新构建"降碳"风险 减量服务体系为核心，深度融入国家"双碳"进程，实现环境效益、产业赋能与社会韧性的价值提升。 许崇苗提出，深化"双碳"目标与业务融合，保险业需肩负起更为深远的绿色使命。在负债端，构建碳足 迹挂钩的保险产品服务体系，通过覆盖全产业链的韧性 ...

Core Viewpoint - The strategic partnership between China Gas Holdings Limited and EVE Energy Co., Ltd. aims to advance energy storage technology, biomass technology, and green clean energy applications to support the achievement of carbon neutrality goals [1][3]. Group 1: Partnership Overview - A strategic cooperation agreement was signed between China Gas and EVE Energy, marking the establishment of a comprehensive partnership [1]. - The partnership is built on previous successful collaborations, including the 40MW/80MWh energy storage station at BASF's Changsha base and the 20MW/45MWh energy storage station at Jiangyin Haida Rubber and Plastics [3]. Group 2: Areas of Cooperation - The collaboration will focus on three core areas: 1. **Technology Development**: China Gas will leverage its strengths in distributed energy and biomass, while EVE Energy will contribute its leading position in battery solutions to develop energy storage systems and biomass energy coupling technology [3]. 2. **Project Development and Market Expansion**: The companies plan to jointly develop projects in commercial energy storage, mobile storage, and zero-carbon parks, with a target of achieving 1GWh of battery or energy storage product orders within the next year [3]. 3. **Green Energy Ecosystem Construction**: China Gas will provide biomass gas, steam, and new energy power solutions to EVE Energy's factories, significantly reducing production costs and meeting the demand for 2.66 million tons of steam [4]. Group 3: Strategic Goals - The partnership is a significant step for China Gas in its transition to a "green secondary energy supplier," exploring innovative models such as biomass energy and energy storage integration, green electricity trading, and carbon asset management [4]. - EVE Energy, with its second-largest global energy storage cell shipment volume, aims to enhance its global industrial layout and expand into Southeast Asia and Europe [5].

Core Viewpoint - Zuxing New Materials Co., Ltd. is set to enter the capital market following the successful review of its IPO application, leveraging its core technology in fine spherical aluminum powder and aluminum pigment products in the non-ferrous metal functional powder materials sector [1][3]. Group 1: Company Overview - Established in 2002, Zuxing New Materials is one of the earliest companies in China to engage in the research and production of fine spherical aluminum powder, with a focus on R&D, production, and sales of aluminum pigments [3]. - The company has an annual production capacity of 25,000 tons for fine spherical aluminum powder and 6,400 tons for aluminum pigments, ranking among the top domestic enterprises [3]. - Zuxing's subsidiary, Qujing Huayixing, achieved a domestic market share of 22.63% and a global market share of 15.03% in 2024, solidifying its position in the industry [3]. Group 2: Technological Advantages - Zuxing New Materials holds 89 authorized patents, including 48 invention patents, and has established itself as a key player in setting industry standards for aluminum pigments [4]. - The company has successfully broken the monopoly of large multinational corporations in high-end products, achieving large-scale production of advanced aluminum pigments [4]. - Its water-based aluminum pigment products for automotive coatings have reached international advanced levels and have been certified under the IATF 16949:2016 automotive quality management system [4]. Group 3: Market Strategy - The company employs a vertically integrated supply chain strategy, ensuring stable raw material supply and high-quality production processes [5]. - Zuxing focuses on the mid-to-high-end market, avoiding low-end market competition, and its aluminum silver powder ranks second in the domestic powder coating industry [5]. - The company has established a global customer network, supplying major multinational paint companies and domestic enterprises [5]. Group 4: Growth Initiatives - The IPO aims to raise 208 million yuan for three strategic projects, including the construction of a high-purity fine spherical aluminum powder production line and a high-performance aluminum pigment project [6]. - The market for fine spherical aluminum powder is expected to grow steadily, with production in China projected to reach 103,000 tons in 2024 [6]. - The company is positioned to benefit from the expanding global nuclear power market through its specialized products for nuclear waste treatment [6]. Group 5: Sustainability Efforts - Zuxing New Materials is committed to green manufacturing, aligning with the industry's low-carbon transformation trends [7]. - Its aluminum silver powder for powder coatings is environmentally friendly and efficient, supporting the production of chemical pesticides and self-heating food packaging [7]. - The successful IPO marks a new development phase for Zuxing, aiming to enhance its global leadership in fine spherical aluminum powder and aluminum pigments while supporting strategic industries like automotive lightweighting and renewable energy [7].

Core Insights - Everllence showcased its commitment to zero-carbon development at the 2025 China International Maritime Technology Conference and Exhibition, emphasizing its role in the green transformation of the shipping industry [1][4] - The company underwent a brand renewal, aligning its global zero-carbon strategy with a focus on the Chinese market, indicating a deeper commitment to sustainable development in the region [1][4] Strategic Partnerships - Everllence signed significant agreements with various Chinese companies to enhance its green initiatives and digital transformation efforts [2][3] - A key partnership with China Classification Society (CCS) involved signing two sub-agreements related to nitrogen oxide certification, reinforcing collaboration to meet stricter regulatory requirements [2] - A two-year cooperation agreement was established with Hong Kong Marine Services Limited, focusing on turbocharger and ETB fan solutions for the Chinese two-stroke engine market [2] Training and Development Initiatives - Everllence renewed its ten-year license agreement with China Shipbuilding Power (Group) Co., Ltd., solidifying its position as the largest global partner for four-stroke engine licenses [3] - A training collaboration with Eltronic FuelTech was initiated to develop advanced dual-fuel training programs for marine engineers, highlighting a commitment to sustainable maritime solutions [3] - A memorandum of understanding was signed with Wartsila Ship Development (Shanghai) Co., Ltd. to promote the development of marine engineering personnel through training and knowledge exchange [4] Future Outlook - The CEO of Everllence emphasized the importance of the Chinese market in the global maritime industry's green transition, viewing recent developments as milestones in the company's commitment to sustainability [4] - The company aims to combine global leading technologies with local market needs in China, supporting the industry's transformation and carbon neutrality goals [4] - Everllence plans to continue its focus on technological innovation and collaboration to drive the maritime industry towards a zero-carbon future [4]

编号：2025-002 | 投资者 | 特定对象调研 ☑ | □分析师会议 | | --- | --- | --- | | 关系活 | □媒体采访 | □业绩说明会 | | 动类别 | □新闻发布会 | □路演活动 | | | □现场参观 | | | | □其他 | （请文字说明其他活动内容） | | 参与单 | 陈光 | | | 位名称 | | | | 及人员 | | | | 姓名 | | | | 时间 | 2025 年 12 | 月 4 日（星期四）下午 14:30-16:30 | | 地点 | 会议室 | 河南省郑州市金水区农业路东 41 号投资大厦 A 座 2507 | | 上市公 | | 董事会秘书：李琳女士 证券事务代表：魏强龙先生 | | 司接待 | | | | 人员姓 | | | | 名 | | | | | 1200MW | 1、问：鲁山抽水蓄能 1300MW 项目、林州弓上抽水蓄能 | | | | 项目当前建设进度及政策性金融工具额度使用情况。 | | | | 答：公司目前在建的鲁山抽水蓄能 1300MW 项目、林州弓上抽水蓄 | | 投资者 | 能 1200MW | 项目为国家重点项目，均 ...

转自：北京日报客户端 重磅！2025中国能源企业500强发展报告发布！ 2025中国能源企业500强发展报告发布现场 2024年，全球能源市场呈现供需宽松态势，原油、动力煤价格随市场供给过剩同步下滑，传统能源价格 中枢持续下移。国内层面，鼓励民间投资政策密集落地，能源领域市场准入进一步放宽，核电、储能、 油气支线等重点领域对民企开放力度显著加大，市场活力持续释放。新能源产业面临结构性分化，部分 领域前期盲目扩张导致产能过剩，低价恶性竞争问题日益凸显。电力行业凭借需求端稳步增长与供给侧 结构优化形成共振，实现稳健发展。传统能源领域"增储上产"成效显著，能源安全保障能力持续提升， 但受绿色转型加速和市场需求结构变化影响，转型压力进一步增大。 中国能源企业500强（以下简称"500强"）作为能源产业核心力量，是保障安全、推动转型、拉动增长的 中坚力量。本报告基于2024年中国能源企业营业收入等数据，聚焦其规模实力、资本格局、行业发展、 区域分布等角度，为产业高质量发展提供参考。 一 、"500强"营收增速放缓 营业收入总额小幅增长。"500强"实现营收总额33.43万亿元，较上年增长0.01万亿元，同比小幅增长 0 ...

▲ 2 0 2 5中国能源企业5 0 0强发展报告发布现场 2024年，全球能源市场呈现供需宽松态势，原油、动力煤价格随市场供给过剩同步下滑，传统能源价格中枢持续下移。国内层面，鼓 励民间投资政策密集落地，能源领域市场准入进一步放宽，核电、储能、油气支线等重点领域对民企开放力度显著加大，市场活力持续 释放。新能源产业面临结构性分化，部分领域前期盲目扩张导致产能过剩，低价恶性竞争问题日益凸显。电力行业凭借需求端稳步增长 与供给侧结构优化形成共振，实现稳健发展。传统能源领域"增储上产"成效显著，能源安全保障能力持续提升，但受绿色转型加速和市 场需求结构变化影响，转型压力进一步增大。 中国能源企业500强（以下简称" 500强"）作为能源产业核心力量，是保障安全、推动转型、拉动增长的中坚力量。本报告基于2024年 中国能源企业营业收入等数据，聚焦其规模实力、资本格局、行业发展、区域分布等角度，为产业高质量发展提供参考。 一 、" 50 0强"营收增速放缓 营业收入总额小幅增长。" 500强"实现营收总额33.43万亿元，较上年增长0.01万亿元，同比小幅增长0.04%，增幅再次下降（如图1所 示）。 2024年，国 ...

Group 1 - The report highlights that the environmental protection industry is expected to benefit from the acceleration of low-carbon transformation during the 14th Five-Year Plan, with three main investment themes: circular economy, low-carbon energy, and domestic substitution [1][19] - As of December 1, 2025, the environmental protection industry index has risen by 16.67%, ranking 17th among 31 industries, with significant increases in water treatment, environmental equipment, and solid waste management sectors [7][10] - The report anticipates that the circular economy's output value will exceed 5 trillion yuan by 2025, driven by strong policy support and an increase in resource recycling efficiency [20][27] Group 2 - The circular economy is identified as a core initiative for carbon peak actions, with a projected recycling volume of over 400 million tons in 2024, reflecting a 6.5% year-on-year growth [20][24] - The report emphasizes the transition of recycled plastics from an optional choice to a necessity, with China's plastic production expected to reach 77.08 million tons in 2024, while the recycling rate remains significantly lower than developed countries [29][36] - The potential for recycled metals is highlighted, with a projected increase in the production of major recycled non-ferrous metals to 28 million tons by 2030, representing a 38% growth from 2025 [38][39] Group 3 - Under the dual carbon goals, green energy sectors such as bio-jet fuel and green methanol are expected to see significant growth, supported by both policy and market demand [4][19] - The report notes that waste-to-energy plants are positioned to benefit from green electricity policies, enhancing profitability by supplying power directly to data centers and industrial parks [4][19] - The domestic substitution trend is gaining momentum, particularly in scientific instruments and sanitation equipment, driven by geopolitical factors and increased demand for energy-saving and environmentally friendly technologies [4][19]

Core Viewpoint - The release of the international standard for RMS simulation models for converter-based generation units, led by China, marks a significant achievement in the field of renewable energy generation modeling technology [1][2]. Group 1: Importance of the Standard - The standard addresses the urgent need for technology and standards to ensure the safe and reliable integration of large-scale renewable energy generation into the power grid [1]. - It provides a solid technical foundation for the safety assessment of large-scale renewable energy integration into the grid, benefiting various stakeholders including transmission system operators, distribution system operators, and power system software developers [1]. Group 2: Collaborative Efforts - The international standard was developed through a four-year collaborative effort involving experts from China and 13 other countries, including Germany, France, Denmark, Switzerland, Spain, and the United States [2]. - This collaboration highlights China's technical strength in renewable energy development and contributes to the continuous improvement of the international standard system [2]. Group 3: Impact on Energy Transition - The implementation of this standard is crucial for ensuring the safe integration of large-scale renewable energy generation and for promoting the construction of a new power system dominated by renewable energy [2]. - It plays a significant role in supporting the achievement of China's dual carbon goals [2].