白皮书显示，作为全球最大综合能源企业，沙特阿美展现出独特的合作价值：提供的优质原油碳排 放强度较行业均值低50%至70%；发起全球碳核算ARCHIE倡议；掌握原油直接制化学品（COTC）核 心技术；具备全产业链协同能力；拥有成熟的碳捕集与封存（CCS）项目经验；并持续加大在华投资力 度。 福建省政府高度评价中沙合作，并提出进一步合作愿景。福建省发改委工业发展处代表表示，沙特 阿美是福建石化产业发展的重要参与者和见证者，双方长期保持良好合作关系。关于石化产业低碳转 型，他指出，福建将坚持"四个一体化"发展路径：能源结构清洁化、工艺流程低碳化、产业集群循环 化、产品结构高值化。目前，福建省清洁能源装机比重已达65%，形成泉港、泉惠、古雷三大石化基 地，2023年化工新材料产值占比提升至38%，为深化中沙低碳合作奠定坚实基础。 福建省工信厅石化处代表表示，希望与沙特阿美深化技术合作，重点推动三方面工作：共建低碳技 术联合实验室、开展能效领跑者对标工程、构建石化产品绿色认证体系，共同促进石化产业绿色低碳转 型。 中化新网讯 近日，由复旦大学联合沙特阿美主办的《双碳背景下的中国石化产业低碳高质量发 展》白皮书讨论会在福 ...

Core Viewpoint - Heavy-duty trucks are significant contributors to carbon emissions in the transportation sector, with a need for low-carbon transformation in line with national carbon neutrality goals [1] Group 1: Hybrid Technology - Hybrid technology is seen as an effective solution for energy saving and efficiency improvement in heavy-duty trucks, combining diesel and electric power [2][3] - The total cost of ownership (TCO) for hybrid trucks is lower than that of traditional diesel trucks, with savings of 270,000 yuan over a million kilometers [3] - Different hybrid configurations (series, parallel, and series-parallel) have distinct advantages and disadvantages in terms of efficiency and complexity [3][4] Group 2: Fuel Choices - LNG and methanol trucks have lower TCO compared to diesel and pure electric trucks, with LNG sales increasing significantly due to its economic benefits [6] - The energy consumption of LNG and methanol trucks is approximately 15% higher than that of diesel trucks, while pure electric trucks have the highest efficiency [5][6] - The TCO of hydrogen trucks is currently the highest, and their economic viability depends on the price of hydrogen [6] Group 3: Carbon Emissions - The carbon emissions from the entire energy cycle, including production and transportation, are crucial for evaluating the environmental impact of different fuel types [7][8] - Hybrid technology can reduce carbon emissions during operation by 14%-19%, but the overall emissions depend on the fuel production methods [8][9] - The use of green hydrogen and methanol can significantly reduce carbon emissions, achieving carbon neutrality if produced sustainably [8][9] Group 4: Policy Support - Government policies, such as carbon trading mechanisms, can incentivize the adoption of low-carbon technologies in the trucking industry [10] - Subsidies and cost reductions for hydrogen trucks can enhance their competitiveness, encouraging more companies to adopt this technology [11] - The transition to low-carbon fuels and technologies requires a comprehensive approach involving infrastructure development and policy support [12] Group 5: Conclusion - The transition of heavy-duty trucks towards greener technologies is a complex interplay of technical, economic, and environmental factors [12] - Hybrid technology is positioned as a key solution for energy efficiency and carbon reduction, while the industry must also focus on improving the efficiency of LNG and methanol engines [12] - A multi-faceted approach involving various fuel types and technologies will be essential for achieving carbon neutrality in the heavy-duty truck sector [12]

Core Viewpoint - Phillips66 reported a significant loss in Q1 2025, with adjusted earnings per share of -$0.90, exceeding analyst expectations of -$0.72, highlighting severe challenges in the refining sector [1] Financial Performance - The refining segment posted a net loss of $937 million, contrasting sharply with a profit of $216 million in the same period last year [1] - Refining profit margins plummeted by 38% year-over-year to $6.81 per barrel, while turnaround costs surged over twofold to $270 million [1] Operational Challenges - Seasonal maintenance led to a decline in capacity utilization from 92% in the previous year to 80% [1] - The CEO acknowledged that this was one of the largest spring maintenance periods in the company's history, indicating inevitable short-term performance pressure [2] Industry Context - Competitor Valero Energy also reported quarterly losses due to declining refining margins, reflecting a broader industry struggle [1] - Concerns are rising regarding potential tariffs and trade war escalations under the Trump administration, which could further suppress demand for gasoline and aviation fuels [1] Strategic Considerations - Following maintenance, the CEO expressed optimism for a rebound in profit margins [2] - The company is facing a board seat contest from activist investor Elliott Management, which advocates for the separation of refining and midstream operations to unlock value, while management emphasizes the risk mitigation benefits of a full value chain approach [2] - The traditional refining sector is grappling with dual challenges of short-term maintenance and cost inflation, alongside long-term pressures for low-carbon transitions and the search for new growth opportunities [2]

连云港人民政府副市长张家炯表示，连云港拥有得天独厚的区位优势和坚实的产业基础，希望与会 企业以战略眼光积极寻找与连云港发展的契合点，在港航物流、高端装备制造、生物医药、新材料、石 化等更多领域开展合作交流，以本次对接会为契机深化合作、共谋发展，实现合作共赢。 跨国公司碳中和50人论坛秘书长、法国道达尔能源副总裁徐忠华表示，面对贸易摩擦、关税壁垒、 人口老龄化及气候变化等全球性议题，企业肩负着共同的时代责任。未来将继续加强与中国本土企业的 战略协作，持续探索低碳转型路径，为全球绿色发展贡献创新智慧和实践典范。 人民网北京4月24日电 （记者苑基荣）4月22日至23日，由中国国际青年交流中心、连云港市政 府、跨国公司碳中和50人论坛共同主办的第十四期"亮马丝路"国际讲堂暨跨国公司产业对接会在江苏省 连云港市举行，近60家跨国公司和中资企业代表约80人出席活动。 中国国际青年交流中心副主任陈芃表示，作为促进中外青年务实合作的国际平台，交流中心将持续 发挥桥梁作用，努力整合全球资源与本土优势，为地方产业升级和企业国际合作提供支持，共享机遇， 赋能发展。 参会企业代表纷纷表示，当前，全球化进程正经历深刻变革，全球经济社 ...

每经记者 黄宗彦 每经编辑 魏官红 编者按 大家可能想不到，金龙鱼的原料转运、海底捞的食材处理，都蕴含着减碳的方式方法。 每经品牌价值研究院策划了一组"跃迁2025：上市公司绿色供应链一线调查"系列报道，向受众揭示绿色供应链新现象，新特点，也反映企业构建绿色供应链 如何应对新挑战。本期为系列报道第一篇，聚焦绿色供应链的"低碳转型"。 清晨时分，江苏省泰州市永安港的江雾尚未散尽，十余台吸粮机已张开钢铁触手。玉米、大豆等粮食被触手吸入后，通过传送带带入封闭廊道，在全密封传 送系统中奔涌，最终到达船舱。 这是金龙鱼（SZ300999）的原料在港口进行船舶中转的作业场景。这种转运方式，省去了过去"落地再装车"的冗余环节，也成为供应链减碳的一种"看得 见"的方法。 但更重要的是，供应链上"看得见"的碳数据。每经品牌价值研究院统计显示，A股2024年全行业对范围三（注：产业链、价值链的碳排放）的披露率仅有 2.78%。 从低碳转型入手，构建绿色供应链，是当前许多上市公司面临的最大挑战之一。 缺少碳披露，供应链减碳"看不见" "这两年我们发现，越来越多的客户在选择供应商伙伴的时候，会关注企业的绿色发展现状，特别是碳排放。" ...

2025年超级枢纽博览会（Super Terminal Expo）全面升级，以 "定义亚洲未来交通枢纽" 为核心使命，聚 焦客货多式联运规划、设计、建设运营全链条，为行业提供从战略布局到商业落地的系统性解决方案！ 规模升级 机场对话：以圆桌会议推动协同创新 加入2025超级枢纽博览会，参与"高端闭门圆桌会议"，与全球机场规划师、咨询顾问、政府部门、地勤 服务商及航司高管深度协作： 活动亮点 01 围绕航空、铁路、港口与公路的深度融合，本届展会打造 "多式联运创新生态圈" ，汇聚全球顶尖技术 方与决策者，破解枢纽衔接痛点、优化资源调度效率，推动亚洲交通网络从割裂走向协同，为绿色零碳 目标提供可复制路径。 查看2024展商列表：https://exhibitors.informamarkets-info.com/event/STE2024 （可复制到浏览器） 02 直面痛点：围绕规划冲突、运营效率、政策壁垒等核心挑战，展开无保留对话； 破解困局：通过跨角色视角碰撞，共同制定可落地的解决方案； 预见趋势：捕捉智慧机场、低碳转型、旅客体验升级等前沿风向标； 生态链接：与机场全产业链决策者建立战略级合作，共塑行业未来。 ...

位于内蒙古自治区鄂尔多斯高原腹地的康巴什新城，作为绿色发展的典范，自2019年荣获"国家生态文明建设示范区"以来，不断深化生态文明 建设，巩固提升创建成果。在生态保护、绿色发展、城市治理等方面勇于探索创新，以生态之墨，书写着人与自然和谐共生的新篇章。 在这里，绿水青山不再是遥不可及的梦想，而是人们日常生活中最普惠的民生福祉。 康巴什区依托鄂尔多斯碳中和研究院，在碳减排与碳转化领域取得了显著进展，为企业提供了前沿的科技服务，有效推动了新兴产业的培育与 新业态布局。通过建立鄂尔多斯新能源汽车中心，大力发展新能源产业，实现了纯电动公交的全域覆盖，并与中国移动上海研究院携手，成功 开展5G自动驾驶汽车的中试项目，率先在北方地区开放市政道路进行测试，探索在科技创新引领下的未来交通模式。 近年来，康巴什区站在人与自然和谐共生的高度谋划发展，将"绿水青山就是金山银山"的理念深深植根于城市发展脉络之中，着力建设一座幸 福宜居的现代草原新城，展现了对生态文明建设的深刻理解和坚定实践。 坚持高起点规划。康巴什区在规划之初，坚持尊重自然，顺应自然的理念，对生活与生态空间进行统筹规划。摒弃传统粗放式发展模式，康巴 什区通过精心雕琢每 ...

新乡化纤总工程师、白鹭新材料研究院院长谢跃亭介绍，DT溶剂法再生纤维素纤维(瑞赛尔)项目采用 了新乡化纤全球首创拥有自主知识产权的再生纺丝技术。项目自主研发的DT绿色复合溶剂体系，在常 温条件下即可柔性溶解废旧棉纺织品，生产再生纤维素纤维。这种技术彻底颠覆了传统溶剂体系需要 高温溶解、高压输送的工艺，且溶剂回收利用率高达99%以上，真正构建起"回收—加工—消费—再回 收"的闭环体系，为纺织行业低碳转型提供了具有自主知识产权的创新技术与工艺。 中国纺织经济研究中心主任华珊表示，瑞赛尔纤维生产线的投产，标志着我国废旧纺织品循环利用技 术又迈出了坚实的一步。这不仅是新乡化纤发展史上的里程碑，更是我国再生纤维技术的重大突破。 新乡化纤经过3年的探索实践，攻克了一个个技术难题，形成了DT溶剂法再生纤维素纤维的技术突 破，实现了"以消费后的纺织品制造新纤维"的完整闭环循环体系。这是我国废旧纺织品高值化利用路 径的成功实践，更为时尚产业循环经济的转型提供了有力支撑。 中国化学纤维工业协会会长陈新伟表示，瑞赛尔项目的核心技术亮点在于自主研发的DT绿色复合溶剂 体系在常温条件下即可溶解废旧棉纺织品，省去了制浆粕的环节，产线工艺 ...

Group 1: EU ESG Policy Changes - The EU's temporary relaxation of sustainable regulations reflects a shift towards practical implementation, aiming to enhance economic competitiveness amid long-term concerns[1] - The Omnibus Package aims to reduce compliance pressure on companies by increasing the threshold for "large companies" from 250 to 1,000 employees and raising the revenue threshold from €150 million to €450 million, potentially excluding 80% of companies originally subject to CSRD[37] - The CSDDD will now focus only on direct suppliers, reducing due diligence requirements and limiting the scope of stakeholder engagement, which lowers compliance costs for companies[41] Group 2: Market Implications and Risks - The EU's ESG regulatory changes may foster closer cooperation between China and the EU in sustainable development, potentially reducing supply chain disputes[1] - There is a risk of the EU implementing green trade barriers or industry support policies that could impact Chinese renewable energy companies operating in Europe[2] - The market should remain vigilant regarding the potential for fluctuating market sentiments and the unpredictable implementation of ESG-related policies[3]

Core Viewpoint - The four major power generation companies in A-shares, namely Datang Power (601991.SH), Guodian Power (600795.SH), Huadian International (600027.SH), and Huaneng International (600011.SH), reported an increase in net profit for 2024, totaling 30.175 billion yuan, with significant cash dividends exceeding 11.1 billion yuan [2][3]. Group 1: Financial Performance - The four state-owned enterprises collectively achieved a net profit of 30.175 billion yuan for the year, with all companies reporting growth [2]. - Datang Power's net profit surged by 229.7% year-on-year, reaching 4.506 billion yuan, marking a significant recovery from a loss of 405 million yuan in 2022 [4]. - Guodian Power's net profit reached 9.831 billion yuan, up 75.28%, despite a revenue decline of 1% to 179.182 billion yuan [5]. - Huadian International's net profit was 5.703 billion yuan, a 26.11% increase, while revenue fell by approximately 3.57% to 112.994 billion yuan [5]. - Huaneng International reported a net profit of 10.135 billion yuan, up 20.01%, with revenue decreasing by 3.48% to 245.551 billion yuan [5]. Group 2: Dividend Distribution - The four companies announced substantial dividend payouts, with a total exceeding 11.1 billion yuan [2]. - Datang Power plans to distribute 1.149 billion yuan in cash dividends, with a payout ratio of 38.13% [2]. - Guodian Power's total cash dividends reached 3.567 billion yuan, with a payout ratio of 36.28% [2]. - Huaneng International announced a high dividend plan of 4.238 billion yuan, raising its payout ratio to 58.78% [2]. - Huadian International's cash dividends for 2024 are approximately 2.148 billion yuan, representing 45.72% of its distributable net profit [2]. Group 3: Revenue and Cost Dynamics - The power sector is characterized by a disparity between profit growth and revenue stagnation, with Datang Power being the only company to achieve growth in both metrics [5]. - The decline in coal prices has significantly impacted fuel costs, which are crucial for profitability [7]. - In 2024, Datang Power's fuel costs were 69.735 billion yuan, down 5.64% year-on-year, while Huadian International's fuel costs were approximately 70.567 billion yuan, a decrease of 6.49% [7]. Group 4: Clean Energy Transition - The companies are advancing their low-carbon transition, with an increase in the share of clean energy installations [9][10]. - By the end of 2024, Datang Power's clean energy capacity reached 40.37%, an increase of 2.62 percentage points from the previous year [9]. - Guodian Power's non-fossil energy capacity accounted for 33.19% of its total, while Huaneng International's clean energy capacity reached 35.82%, up 4.58 percentage points [10]. - Datang Power aims to increase the clean energy share to 50% by the end of the "14th Five-Year Plan" [11].