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中国经济信心说丨消费添“绿”,产业向“新”
Xin Lang Cai Jing· 2026-01-10 16:23
Core Viewpoint - The recent joint announcement by the Ministry of Commerce and nine other departments on promoting green consumption aims to establish a comprehensive incentive mechanism, proposing 20 measures across seven areas to drive green transformation in production and lifestyle, thereby injecting new momentum into high-quality development [1][3]. Group 1: Policy Measures - The initiative includes policy subsidies, credit support, and incentive points to lower the cost of green consumption for consumers, effectively stimulating consumption willingness and confidence [3]. - Measures such as promoting green recycling and upgrading energy efficiency labeling management are designed to solidify the institutional foundation for normalizing green consumption [3]. - It is projected that from 2024 to 2025, 18.3 million vehicles will be replaced under the old-for-new policy, and 192 million home appliances will be upgraded, with nearly 60% being new energy vehicles and over 90% being first-level energy-efficient appliances [3]. Group 2: Industry Transformation - The push for green consumption is expected to trigger a chain reaction of transformations across various sectors, including manufacturing, circulation, energy, and emissions reduction [4]. - In manufacturing, energy-efficient appliances are continuously evolving, while smart variable frequency devices balance comfort and energy savings [4]. - The construction industry is seeing the rise of green buildings that can reduce energy consumption by over 90% compared to traditional buildings, significantly enhancing residents' living experiences [4]. Group 3: Youth Engagement - The youth demographic is identified as a key driver in promoting green consumption, with 93.3% of surveyed young individuals prioritizing the purchase of green products, and 77.6% believing that a green low-carbon lifestyle will become more prevalent among their peers [6]. - As policy support becomes more robust, it is expected to create new scenarios for green consumption, facilitating a seamless connection for young consumers to engage in sustainable practices [6].
罗兰贝格郑赟:中国车企出海会迎来一两年平台期,需要设定阶段性目标
Sou Hu Cai Jing· 2026-01-10 14:54
作者 | 郭月 编辑 | 志豪 车东西1月10日消息,近日,罗兰贝格「预见2026」行业趋势发布会在上海成功举行,《预见2026:中国行业趋势报告》(以下简称"报告") 正式发布。 该报告依托罗兰贝格专家团队对各行业的长期追踪与深度研判,聚焦汽车、政府与公共、消费品与零售、大健康、能源、工业产品与服务、高 科技等关键领域,提供系统性趋势解析与前沿战略洞察。 同时,报告围绕全球新秩序下的中国发展潜力、人工智能、企业出海、交易与投资、新质生产力、可持续发展等热点议题展开深度探讨,为企 业在2026年的战略决策与发展路径提供切实可行的行动指引与方向参考。 发布会上,罗兰贝格全球管委会联席总裁戴璞 (Denis Depoux) 携手各行业合伙人,围绕中国经济转型态势、行业发展核心趋势、中资企业及跨 国公司在华发展机遇与全球化路径等关键议题,展开深度解析,为行业参与者提供具有兼具战略高度与实操价值的前瞻思考及解决方案。 当前,全球格局正在不断演化,中国已开启迈向高质量发展和可持续现代化的战略转型。 戴璞在会上强调:"迈向高质量发展,是中国的笃定选择与必然转型。这需要持之以恒的努力与耐心,在精准平衡复杂经济关系的同时,维 ...
遗憾!西藏蕴藏3000万吨铜矿,可逆转中国贫铜现状,却不敢开发
Sou Hu Cai Jing· 2026-01-10 03:38
中国这几年经济发展快,工业用铜量大得惊人。 大家都知道,铜是工业里不可缺的材料,用在电线、电器、建筑上,到处都离不开它。 中国铜消费量占全球一半以上,可自家铜储量只占全世界3%左右,对外进口依赖度高达七八成。 这情况挺尴尬的,每年得花大把钱从国外买铜精矿。要是能多开发点国内资源,就能缓解不少压力。 偏偏西藏那边藏着海量铜矿,总量接近3000万吨,要是全挖出来,能大大改变中国贫铜的局面。可这么多年过去,这些矿大多没大规模动工。 这些矿区地质条件特殊,因为高原板块碰撞,形成大量斑岩型铜矿,潜力巨大。 地质调查局说,"十四五"以来,青藏高原新增铜资源2000多万吨,预测潜力1.5亿吨。 要是全开发,西藏能成世界级铜基地。 这些矿发现挺早的。 中国铜矿主要分布在江西、云南、安徽这些地方,但总量不算多。2022年数据看,中国铜储量大约2700万吨,全球排名第九。 消费端呢,铜精矿产量190万吨左右,还得靠进口2500多万吨来补缺口。进口金额超500亿美元,这笔账算下来,压力不小。 铜价波动大,国际市场一变,中国企业就得跟着调整。 专家说,铜是关键金属,尤其在新能源领域,像电动车、风电都需要大量铜。 要是依赖进口太多,供 ...
2025二手奢侈品市场消费趋势:从“捡漏”到“投资”
Xin Lang Cai Jing· 2026-01-09 22:53
Core Insights - The second-hand fashion and luxury goods market is projected to become a significant growth engine in the global fashion industry by 2025, with a market size of $210 billion to $220 billion and a stable annual growth rate of 10%, three times that of the primary market [1][3] - The market is characterized by "scale expansion and structural upgrading," with the second-hand luxury goods market currently accounting for 8% of total global luxury sales, expected to exceed $320 billion to $360 billion by 2030, increasing its market share to 10% [3][4] - The demand for second-hand luxury items is driven by both buyers seeking value and sellers looking to declutter and generate income, with online platforms becoming the primary channel for transactions [4][6] Market Dynamics - The second-hand luxury market is supported by a dual-driven model from both buyers and sellers, with nearly 80% of buyers citing value for money as their primary reason for purchasing second-hand items [4] - The market is seeing a significant influence from Generation Z, who have a higher proportion of second-hand items in their wardrobes (32%) and prioritize style expression and unique experiences over mere cost [5][6] - Regional differences are evident, with American consumers leading in acceptance of second-hand luxury goods, particularly in handbags, while European consumers focus more on sustainable fashion practices [6][7] Brand Value and Investment - The valuation of luxury brands in the second-hand market is shifting from "market heat" to "value retention," with brands like Hermès and Goyard achieving high resale values, indicating strong investment potential [8][9] - The resurgence of retro styles is driving demand, with significant increases in search volumes for iconic bags from the 2000s, reflecting consumer nostalgia and emotional connection to these items [9] - The luxury jewelry sector is anticipated to become the next growth hotspot, as consumer interest in sustainable luxury and investment pieces rises [11] Future Outlook - The second-hand luxury market is expected to continue its growth trajectory into 2026, with traditional luxury brands focusing on craftsmanship and innovation to attract consumers [10][11] - Brands are encouraged to develop clear second-hand strategies to balance pricing and enhance customer trust, particularly among affluent consumers [11] - The evolving consumer mindset towards sustainability and value will further shape the second-hand luxury market, creating opportunities for brands that adapt to these changes [10][11]
自然堂探索美妆“生态—商业”闭环
Jing Ji Guan Cha Wang· 2026-01-09 13:04
Core Viewpoint - The collaboration between Chando Group and Shanghai Natural History Museum aims to integrate beauty industry with science education and promote public awareness of biodiversity and sustainable consumption [1][2] Group 1: Exhibition Details - The "Beauty and Nature Coexist" biodiversity theme exhibition combines science popularization, interactive experiences, and artistic co-creation [1] - The exhibition is based on the Shanghai Natural History Museum's "My Natural Treasure Box" science popularization brand, showcasing public achievements in biodiversity investigation and protection [1] - The science popularization activities under this brand have attracted over 4.7 million participants over the past nine years [1] Group 2: Future Plans - Chando Group plans to further deepen cooperation with Shanghai Natural History Museum to explore the integration of cultural tourism, commerce, and industrial tourism within the beauty industry [2] - The future beauty city project by Chando Group will serve as a full-chain experience space combining beauty science communication, smart production visits, and immediate consumption [1]
新华对话丨新质引领,迈向“净零”——德力西电气全价值链绿色转型范本
Sou Hu Cai Jing· 2026-01-09 12:11
Core Viewpoint - The article discusses how Delixi Electric Co., Ltd. is leading the low-voltage electrical industry in China by implementing a sustainable development strategy focused on "people-oriented, promoting carbon neutrality, and building a green ecosystem" in response to global climate change and industrial transformation [3][6][20]. Group 1: Strategic Framework - Delixi Electric recognizes sustainable development as essential for overcoming industry challenges and building core competitiveness [3]. - The three pillars of its sustainable development strategy are: - People-oriented: Fostering a win-win situation among employees, customers, society, and the environment [6]. - Promoting carbon neutrality: Focusing on carbon reduction at both operational and product levels, including the establishment of "zero-carbon factories" [3][10]. - Building a green ecosystem: Extending sustainability responsibilities across the supply chain and distribution channels to promote industry-wide green upgrades [6][17]. Group 2: Social Responsibility and Employee Engagement - Delixi Electric has been recognized as a "China Outstanding Employer" for five consecutive years, reflecting its commitment to employee care and development [6]. - The company has implemented initiatives such as the "Little Migrant Bird Love Class," benefiting over 5,000 children, and established a comprehensive talent development ladder to empower employee growth [7][8]. Group 3: Carbon Neutrality and Product Innovation - The company aims for comprehensive operational carbon neutrality by the end of 2024, with its factories in Wenzhou, Wuhu, and Puyang already certified as "green factories" and "five-star zero-carbon factories" [10][12]. - Delixi Electric is developing a range of carbon-neutral products, including the industry's first carbon-neutral smart energy meter and switch panel, to align with the dual goals of carbon neutrality and digital transformation [14][16]. Group 4: Ecosystem Collaboration - Delixi Electric emphasizes the importance of collaboration across the value chain to address climate challenges, empowering upstream suppliers and downstream distributors to achieve low-carbon transitions [17][18]. - The "Strong Foundation Plan" has evolved to enhance the professional management capabilities of distributors, enabling them to compete effectively in new markets [19]. Group 5: Thought Leadership and Future Vision - Delixi Electric aims to share its successful experiences and insights through publications like "Towards Net Zero: A Guide to Sustainable Development Strategy Practice," which will serve as a roadmap for global manufacturing [20][22]. - The company is committed to achieving net-zero emissions by 2050 across its entire value chain, showcasing its leadership in sustainable practices and its role in the global energy revolution [22].
国际最新研究:欧洲莱茵河每年输送多达4700吨垃圾入海
Xin Lang Cai Jing· 2026-01-09 09:24
中新网北京1月9日电 (记者 孙自法)施普林格·自然旗下专业学术期刊《通讯-可持续性》最新发表一篇环 境研究论文显示,欧洲的莱茵河每年向北海输送的大型垃圾(尺寸大于25毫米的垃圾碎片)估计达3000 吨-4700吨。 《通讯-可持续性》同期发表同行专家的评论文章指出,全球公民科学项目可帮助收集联合国监测可持 续发展目标所需的大量数据。他们认为,多达60%的依赖家庭调查数据的可持续发展指标可由公民科学 支持,官方统计不仅依赖政府组织的调查监测,也离不开公民科学,因此,应加大对公民科学的投入。 (完) 本项研究的志愿者正在对垃圾进行分类登记,每件物品均按国际标准进行归类(图片来自Katharina Höreth)。施普林格·自然 供图 在本项研究中,论文通讯作者、德国波恩大学Leandra Hamann和同事及合作者一起,在科隆部署了一个 漂浮垃圾收集器,监测莱茵河2022年11月19日至2023年11月18日期间输送的垃圾。该收集器可捕获水面 漂浮的垃圾以及水下最深80厘米的垃圾,每日能过滤日均河流量的约0.08%,所有大于1厘米的垃圾均 被收集、称重并分类。 该收集器在1年内共捕获17523件垃圾,总质量约1 ...
事实关于瓶装水
雀巢· 2026-01-09 09:22
Investment Rating - The report does not explicitly state an investment rating for the bottled water industry or the specific company involved. Core Insights - The bottled water industry is driven by population growth, consumer spending patterns, lifestyle trends, and increasing health awareness. The international bottled water market is projected to grow from 242,407.70 million liters in 2012 to 311,618.10 million liters by 2017, representing a 78% increase [7][8]. - Bottled water is considered a sustainable option, using only 0.0009% of the world's freshwater resources. The company extracts water sustainably, using only 60% of its permitted extraction capacity in Ontario [6][13]. - The bottled water industry has a low environmental footprint, representing less than 1% of the overall consumer environmental impact. It is noted that bottled water production requires only 1.3 liters of water to produce 1 liter of bottled water, compared to other beverages that require significantly more [10][13]. Summary by Sections Bottled Water and Recycling - The company is committed to developing bottles made entirely from recycled materials or renewable resources by 2020. Approximately 97% of Canadians can participate in municipal recycling programs [3][5]. - The industry aims for a 70% recycling rate for beverage containers through public space recycling initiatives [9]. Market Dynamics - Bottled water does not compete with tap water; 91% of bottled water consumers also drink tap water at home. The quality standards for bottled water are as stringent as those for municipal water [5][15]. - The bottled water market is one of the oldest commercial forms, with a history in Canada spanning nearly 100 years [7]. Environmental Impact - Bottled water has a minimal environmental impact compared to other beverages, with a significant portion of plastic bottles being recycled into new products, thus saving energy [10][11]. - The industry emphasizes the importance of maintaining municipal water and wastewater infrastructure to ensure safe and reliable water access for all Canadians [5][14].
Yara International (OTCPK:YARI.Y) 2026 Capital Markets Day Transcript
2026-01-09 09:02
Summary of Yara International Capital Markets Day - January 09, 2026 Company Overview - **Company**: Yara International (OTCPK:YARI.Y) - **Event**: 2026 Capital Markets Day - **Date**: January 09, 2026 - **Location**: Oslo, Norway Key Industry Insights - **Industry**: Fertilizer and Crop Nutrition - **Market Dynamics**: The nitrogen market fundamentals were discussed, highlighting the importance of nitrogen in crop production and the challenges faced by farmers in nutrient replacement [4][5][7]. Core Strategic Priorities - **Resilience and Growth**: Yara aims to strengthen resilience and grow sustainable returns through its business model and competitive advantages [3][16]. - **Safety Commitment**: Yara emphasizes a commitment to safety with a long-term ambition of zero accidents, despite a recent increase in accident rates [8][9][10][12]. - **Sustainability Goals**: The company is focused on reducing greenhouse gas emissions and optimizing nutrient use efficiency to support sustainable food systems [20][21][22]. Financial Performance - **Shareholder Returns**: Yara has distributed $5.5 billion to shareholders since 2020 and aims for significant growth in shareholder returns going forward [16][28]. - **EBITDA Improvement Targets**: Yara has set a target to improve EBITDA by more than $200 million by the end of 2027 and $350 million by the end of 2030 [27][28]. Production and Operational Excellence - **Production Capacity**: Yara achieved a production capacity of approximately 21 million tons of finished fertilizer, representing an 8% increase in volumes [57]. - **Investment in Production**: Significant investments are being made in expanding production capabilities, including a $50 million investment in Cartagena and a carbon capture project in Sluiskil [58][60]. Market Trends and Challenges - **Urea Market Dynamics**: The urea market saw demand-driven pricing in 2025, with strong sales in India and production issues in other regions affecting supply [38][39]. - **Natural Gas Prices**: Falling natural gas prices in Europe improved margins for producers, with expectations of increased LNG capacity in the coming years [46][47]. - **Carbon Pricing and CBAM**: The implications of the Carbon Border Adjustment Mechanism (CBAM) on European fertilizer prices were discussed, highlighting potential risks and uncertainties [32][33][49]. Technological Innovations - **Emission Reduction Technologies**: Yara has developed an N2O abatement catalyst that significantly reduces greenhouse gas emissions, contributing to the company's sustainability goals [21][22]. Conclusion - **Future Outlook**: Yara is well-positioned to navigate market uncertainties and capitalize on growth opportunities while maintaining a focus on profitability and sustainability [30][35][36].
首获CDP双“B”评级,玲珑轮胎环境管理迈向系统化新阶段
Qi Lu Wan Bao· 2026-01-09 06:00
从玲珑轮胎(601966)获悉,日前,其在2025年度全球环境信息披露平台(CDP)评级中获得重要突破,于"气候变化"与"水安全"两大核 心议题上双双获得"B"管理级评价。 在全球持续推动绿色转型与供应链透明度提升的背景下,此次评级不仅是对玲珑轮胎过往努力的肯定,更将为其在国际市场赢得更多 信任,为中国制造业的高质量与绿色发展提供一个具有参考价值的实践范例。 CDP评级是全球公认的企业环境管理成熟度核心标尺,以其科学、严苛的评估体系著称。获得"B"级评价,意味着企业不仅实现了对环 境影响的全面、透明披露,更已建立起一套覆盖战略治理、风险识别、目标设定与具体行动的全流程管理体系。 针对可持续发展这一时代课题,玲珑轮胎未来将持续对标国际领先实践、加强技术创新与管理精细化,向着CDP更高领导力等级跨 越。 玲珑轮胎在全球超万家参评企业中脱颖而出,证明了玲珑的环境管理实践达到国际认可的系统化与先进性水平,已建立起覆盖目标设 定、行动落地、进度监控的完整环境管理闭环,能够系统性应对气候风险并捕捉绿色转型机遇。 玲珑轮胎获得此评级,源于其近年来持续深化、系统推进的环境治理实践。玲珑轮胎将气候变化与水安全议题正式提升至董事 ...