绿色低碳转型
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辽宁海城:菱镁之都的绿色蝶变
Yang Shi Wang· 2025-06-12 03:00
Core Insights - Haicheng, known as the "World Magnesium Capital," is undergoing a significant industrial transformation towards high-quality development in the magnesium industry, driven by resource integration, capacity upgrades, and full-chain layout strategies [1] Group 1: Smart Regulation - The city has implemented a smart magnesium big data center with a 50 million yuan investment, featuring 20 electronic screens that monitor the mining activities of 23 mines in real-time, transitioning from manual oversight to data-driven management [2] Group 2: Green Transformation - A new production line with a 200 million yuan investment has been launched, achieving a 36% reduction in comprehensive energy consumption and a 40% increase in physical productivity, saving 1,470 tons of standard coal annually, marking a significant green transformation in the industry [3] - Haicheng has eliminated 186 light-burned reflective kilns, reducing capacity by 1.94 million tons, advancing towards intelligent and low-carbon production [3] Group 3: Full-Chain Layout - The first phase of a high-end magnesium building materials project, with an annual production capacity of 90 million square meters, has completed the main construction of three factories and is expected to be fully operational by June [4] - The city has developed a special plan for a green upgrade demonstration zone, focusing on enhancing magnesium refractory materials, expanding magnesium building materials, strengthening magnesium chemicals, and developing magnesium alloys, aiming for high-quality development [4] - Haicheng is transitioning from a resource-consuming economy to a green quality manufacturing model, leveraging its natural resource advantages and digital empowerment to enhance governance efficiency and reshape industrial structure [4]
2025“一带一路”电力及能源高级研讨项目启动
Xin Hua Wang· 2025-06-11 02:39
Core Insights - The 2025 "Belt and Road" Power and Energy Senior Seminar Project was launched on June 6, 2023, at the State Grid Technical Institute, gathering 28 executives and scholars from various Belt and Road countries to discuss global energy trends [1][3] Group 1: Project Overview - The theme of this year's seminar is "Promoting Green Energy Cooperation and Building a New Power System," with sessions held in Jinan, Xi'an, and Hong Kong, concluding on June 17 [3] - The program includes six specialized lectures on topics such as "Sharing China's Green Power Transition Cases" and "Applications of Artificial Intelligence in Power Grids," along with site visits to green low-carbon charging stations and manufacturing bases [3][7] Group 2: Participant Feedback - Participants, such as Ferdinand DICON from the Philippines, expressed admiration for China's achievements in low-carbon energy transition and highlighted the importance of system stability for their national grid [3] - Matías HEPP from Chile noted the depth of Chinese traditional culture and expressed a desire to act as a bridge for cultural exchange [5] Group 3: Training Organization and Methodology - The State Grid Technical Institute meticulously organized the training, focusing on the development trends in the power energy sector and ensuring a comprehensive learning experience [7] - The training features an innovative interactive teaching model, emphasizing participant engagement and experience to enhance training effectiveness [7][9] Group 4: Historical Context and Impact - This seminar project, initiated by the State Grid Corporation, Xi'an Jiaotong University, Hong Kong Polytechnic University, and Hong Kong Electric Company, marks the eighth consecutive year of its implementation [9] - Over the past eight years, the project has attracted 858 executives from 45 countries and regions, promoting technology demonstration, standard promotion, and knowledge sharing [9][10] - The State Grid Technical Institute has hosted 64 international training sessions, training over 4,100 participants from 86 countries and regions, thereby strengthening exchanges and mutual trust among energy professionals in Belt and Road countries [10]
中国有色金属工业协会党委书记、会长葛红林在铸造铝合金期货及期权上市活动上的致辞
Sou Hu Cai Jing· 2025-06-10 16:18
Core Viewpoint - The launch of the first recycled metal product, casting aluminum alloy futures and options, marks a significant milestone for China's recycled metal industry and reflects the latest achievements in the comprehensive coverage of non-ferrous metal futures products driven by the integration of production and finance [2][3]. Industry Performance - The non-ferrous metal industry has maintained a positive development trend since the 14th Five-Year Plan, with a global production share exceeding 60% [2]. - From January to April this year, the production of ten non-ferrous metals reached 26.6 million tons, a year-on-year increase of 2.3% [2]. - The added value of large-scale non-ferrous metal industries grew by 7.4% year-on-year, while fixed asset investment increased by 20.7%, surpassing the national industrial investment growth rate by 9 percentage points [2]. - Revenue for large-scale non-ferrous metal industrial enterprises reached 3.09 trillion yuan, a year-on-year growth of 18.0%, with total profits amounting to 128.17 billion yuan, reflecting a 30.3% increase [2]. Recycled Non-Ferrous Metals - Recycled non-ferrous metals are crucial for ensuring resource security and promoting green and low-carbon transitions, with projected production of recycled copper, aluminum, lead, and zinc reaching 19.15 million tons in 2024, accounting for 24% of total non-ferrous metal production [3]. - The production of recycled aluminum has surpassed 10 million tons, contributing to a carbon reduction of 170 million tons, highlighting its significance in green and low-carbon circular development [3]. Futures Market Development - The listing of casting aluminum alloy futures and options is expected to enhance China's aluminum industry's international influence and support the establishment of a comprehensive risk management system for the industry [3]. - The association encourages enterprises to actively participate in futures trading and utilize futures tools for effective risk management [3]. - Ongoing collaboration between the association and the exchange in areas such as product innovation, standard setting, industry training, market services, and green supply chain development has been fruitful [3].
铸造铝合金期货上市,再生铝产业标准有望提升
Di Yi Cai Jing· 2025-06-10 06:38
Core Viewpoint - The launch of casting aluminum alloy futures and options marks the first futures product in China's recycled metal industry, aimed at enhancing price risk management and resource allocation efficiency in the industry [2][3]. Industry Overview - China has established a complete aluminum industry chain from bauxite to recycled aluminum, with casting aluminum alloy being a key product for recycling waste aluminum and contributing to low-carbon transformation [2][3]. - The recycled non-ferrous metal sector is crucial for ensuring resource security and promoting green low-carbon transitions, with recycled aluminum production exceeding 10 million tons and contributing to significant carbon reduction [3][5]. Market Impact - The trading of casting aluminum alloy futures is expected to provide richer risk management tools for companies, helping them to better lock in prices and enhance competitiveness [4]. - The introduction of these futures is anticipated to improve industry concentration and increase transparency in product quality and pricing [4]. Future Projections - By 2030, China's recycled aluminum production is projected to exceed 18 million tons, with the launch of casting aluminum alloy futures and options expected to promote standardized development in the recycled aluminum industry [5].
服务全国、链动全球,可持续发展生态合作大会在沪举办
Zhong Guo Jin Rong Xin Xi Wang· 2025-06-09 12:18
Core Insights - The "Sustainable Development Ecological Cooperation Conference" was held during the "Third Shanghai International Carbon Neutral Technology, Products and Achievements Expo," focusing on green low-carbon projects and the establishment of a public service platform for green low-carbon supply chains [1][3] - The event saw the launch of multiple green low-carbon standards and the national debut of the Green Chain Platform's building carbon management section [3] - A carbon credit alliance was formed, emphasizing the importance of carbon credits in the market and the commitment of its members to adhere to operational rules and participate in industry practices [1][5][8] Group 1: Event Overview - The conference was guided by the Shanghai Baoshan District Development and Reform Commission and co-hosted by several organizations, including China Energy Conservation Association and China Urban Commercial Network Construction Management Association [1] - A total of 14 organizations participated in signing the "Carbon Credit Cooperation Consensus 2025," joining the "Carbon Credit Alliance" [1][8] Group 2: Standards and Platforms - Four green low-carbon standards were launched, including evaluation norms for efficient centralized air conditioning systems and sustainable development assessments for commercial complexes and life science parks [3] - The Green Chain Platform's building carbon management section was introduced, detailing its construction background and functionalities [3] Group 3: Carbon Credit Products - Three building carbon credit products were launched, including the first sports venue carbon credit product in Zhejiang Province and projects in Jilin and Liaoning provinces [5] - The total voluntary carbon reduction amount from these products was 10 tons, which was purchased and canceled by China State Construction Engineering Corporation [5] Group 4: Collaborative Efforts - Partnerships were formed between companies like Zhejiang Naha Petrochemical and United Equator for green finance cooperation, highlighting the strategic importance of green finance for local enterprises [7] - The establishment of the Carbon Credit Alliance aims to create a collaborative innovation platform involving government, professional service institutions, financial institutions, research institutes, and key enterprises [8] Group 5: Future Directions - Baoshan District is committed to advancing green low-carbon transformation and expanding the green low-carbon ecosystem, aiming to set a model for sustainable development [10] - The conference included discussions on the role of sustainable finance in facilitating the green transition of traditional industries and the development of carbon assets [10]
第三届中国企业碳中和表现榜与会嘉宾金句集锦
Di Yi Cai Jing· 2025-06-09 05:04
上海交通大学党委常委、副校长蒋兴浩:全球气候治理进入关键十年,能源体系革命性的重塑已成大势 所趋,如何以科技为刃,以创新为篱,开辟绿色低碳转型的新路径,是时代赋予我们的共同课题。 中国远洋海运集团有限公司科技创新工作本部总经理辜忠东:当前,船用清洁能源的路径仍面临很大的 不确定性,航运脱碳面临着巨大的压力。为此,产学研用深度合作就显得尤为重要。 第一财经常务副总经理杜坚:企业是实现双碳目标的主体力量。越来越多的企业正从"要我减排"转 向"我要减排",以绿色技术突破,抢占产业变革先机,以碳管理能力提升构筑新竞争力。 中国工程院院士、清华大学碳中和研究院院长贺克斌:当我们为实现碳中和走向新能源时,实际上,我 们也在解决现有化石能源在未来数百年后会用光的紧迫问题,可再生能源会使我们的资源量得到更可持 续的保障。 上海市发展和改革委员会副主任朱明林:上海能源的绿色转型需要深度融入国家战略,我们抓好"一东 一西"两个绿电的超级工程,一方面向西融入沙戈荒战略,另一方面向东融入海洋强国国家战略。 国家气候变化专家委员会副主任王毅:建立新型能源体系和新型电力系统要先立后破,但是不立就永远 破不了,这个立是非常艰难的改革,不仅 ...
绿色税制“密码”在于激励约束
Jing Ji Ri Bao· 2025-06-08 22:07
Core Viewpoint - The implementation of the water resource tax reform aims to address water scarcity in China by enhancing tax incentives and constraints, promoting efficient water usage, and supporting the transition to a green economy [1][2][4]. Group 1: Tax Reform Implementation - The water resource fee reform to tax will be fully implemented nationwide starting December 1, 2024, with the first complete quarter of collection showing initial positive effects [1]. - The tax reform is designed to strengthen the regulatory function of taxes and leverage their role in controlling unreasonable water usage [2]. Group 2: Impact on Water Usage - The introduction of differentiated tax rates based on water resource conditions and usage types aims to suppress excessive water consumption, particularly in high-water-use industries [2]. - In the first quarter of the new pilot areas, water usage in special industries decreased by 41.5% compared to the previous year, indicating the effectiveness of the water resource tax [2]. Group 3: Encouraging Water Conservation - The tax system includes both higher and lower tax rates, incentivizing companies to improve water efficiency through technological innovation and conservation measures [3]. - Public water supply enterprises will see a reasonable reduction in tax burdens, ensuring that the normal water usage costs for residents do not increase [3]. Group 4: Broader Green Tax System - The water resource tax is part of a broader green tax system that includes resource taxes and environmental protection taxes, aimed at promoting sustainable development and ecological protection [4]. - The comprehensive implementation of the water resource tax reform is a significant step towards enhancing China's green tax system and supporting the construction of a beautiful China [4].
【石油化工】坚守长期主义之九:“三桶油”以自身发展确定性应对外部不确定性——石油化工行业周报第406期(赵乃迪/蔡嘉豪/王礼沫)
光大证券研究· 2025-06-08 13:28
点击注册小程序 2025 年以来地缘政治局势不确定性较强,我国能源安全受到较多外部挑战。" 三桶油"将继续维持高资本开 支,大力推进"增储上产", 2025 年计划分别增长 1.6% 、 1.3% 、 5.9% 。 ( 1 )中国石油 聚焦重点盆地重点 地区加大风险勘探力度,把天然气业务作为战略性、成长性和价值性工程大力发展, 2024 年天然气产量占油 气当量产量的 54.4% ,持续推动非常规油气勘探突破与规模建产。 ( 2 )中国石化 将加快攻克深层超深层油 气等核心技术,实现勘探大突破、油气稳增长、盈亏平衡点持续下降,促进上游业务的可持续发展。 ( 3 ) 中国海油 在国内推动新油田上产和老油田稳产, 2025 年已有番禺 10/11 区块联合开发项目、东方 29-1 气田开 发项目、渤中 26-6 油田开发项目(一期)等多项目投产。 坚持自主创新强化科技攻关,谋求高质量发展 " 三桶油 " 加强自主创新,大力攻关石油化工领域的 " 卡脖子 " 技术,推动公司实现高质量发展。 中国石油 制定创新任务时间表,确定 2025 年至本世纪中叶的四阶段发展目标, 2024 年,中国石油取得深地钻探关键技 术、 ...
2025上海国际碳中和技术、产品与成果博览会闭幕
Zheng Quan Shi Bao Wang· 2025-06-08 03:37
证券时报记者陈雨康 以"走向碳中和之路"为主题的2025上海国际碳中和技术、产品与成果博览会(以下简称"碳博会")6月7日 在上海新国际博览会中心闭幕。本届碳博会围绕"应用场景驱动绿色转型",展出面积达4万平方米,共 有来自15个国家和地区的逾300家企业集中亮相。展期共举办4个平行论坛和20场同期活动;各企业组织 新品发布会、合作签约仪式和各类推介宣讲等配套活动422场;现场共举办"绿色金融"、"绿色供应 链"、"绿证绿电"、"绿色出海"和"重点省市推介"5场贸易配对,助力企业实现低碳转型和绿色发展。三 天展期,接待来自全国各地的参观团101个,观众3万多人次。 上海市委副书记、市长龚正,中国气候变化事务特使刘振民出席开幕式并致辞。龚正在致辞中指出,绿 色转型是应对气候变化的必由之路,也是经济社会发展的新引擎。上海以碳达峰碳中和工作为引领,协 同推进降碳、减污、扩绿、增长,着力培育发展绿色低碳产业,构建清洁、低碳、安全、高效的能源体 系,完善科技、金融两大关键支撑,加快经济社会发展全面绿色转型。 本届碳博会还推出了"可持续的一天"活动,设置27个打卡展台,涵盖"衣、食、住、行、用"五大维度, 打造一条"碳中 ...
强化产业生态创新“三链融合” 河南三门峡探索绿色低碳转型
Jing Ji Ri Bao· 2025-06-07 21:57
Group 1 - The GDP of Sanmenxia in Henan province grew by 6.5% year-on-year in the first quarter, with new energy installed capacity exceeding 3 million kilowatts, accounting for 45% of the city's total power generation [1] - The comprehensive income from cultural tourism reached 4.2 billion yuan, representing a 56% year-on-year increase [1] - The traditional metallurgy company is producing gallium crystals from copper anode mud, with an annual output value exceeding 50 million yuan, highlighting the value of waste materials [1] Group 2 - The Baowu Aluminum-based New Materials Industrial Park achieved an output value of 18 billion yuan and created 12,000 jobs, showcasing advancements in aerospace materials [1] - The transformation of Sanmenxia is driven by a significant restructuring of industrial logic, with energy consumption in gold smelting reduced by 23% and product added value increased by 40% [1] - The proportion of strategic emerging industries such as new energy and new materials increased from 12% to 35%, becoming a new engine for economic growth [1] Group 3 - The "three-chain integration" mechanism explored by Sanmenxia has been recognized as a typical case by the National Development and Reform Commission, focusing on ecological, industrial, and innovation chains [1] - The establishment of a horizontal ecological compensation mechanism in the Yellow River basin is part of the ecological chain foundation [1] - The city is supporting new energy and cultural tourism sectors through an industrial transformation fund [1] Group 4 - The local rural area is leveraging AR technology to enhance tourism, attracting over 500,000 research and study visitors annually [2] - The archaeological site park in Yangshao village received 420,000 visitors during the Qingming Festival, leading to a 98% occupancy rate for nearby accommodations [2] - Nighttime economy initiatives have emerged, with night tours generating 37% of consumption in the region [2]