绿色低碳转型
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【邂逅中国 爱上中国】阿富汗留学生阿玛尔:绿色发展征程上,感受中国拥抱未来的步伐
Huan Qiu Wang· 2025-05-24 01:16
"我是老外,但不见外!"在中国,有这样一群"不见外"的老外——他们吃中餐、说中文、读古诗、打太极,活脱脱"洋面孔"的中国人。邂逅中国产生的独特 情缘,让他们深深爱上了中国。环球网"环聚一堂"工作室推出"邂逅中国爱上中国"——老外不见外系列短视频栏目,讲述"不见外"的老外的生动故事,以外 国人视角真实展现经济腾飞、社会巨变、绿水青山的新时代中国。今日,本网播发第十五期短视频:《阿富汗留学生阿玛尔:绿色发展征程上,感受中国拥 抱未来的步伐》。 编者按: 在全球绿色低碳转型浪潮中,核能凭借高效、清洁、低碳的特点,正成为保障能源安全、推动可持续发展的关键力量。今年是"华龙一号"全球首堆开工十周 年,作为中国自主研发的第三代核电技术,"华龙一号"不仅实现了从"跟跑"到"领跑"的跨越,更为全球可持续发展贡献了中国力量。来自阿富汗的留学生阿 玛尔来到福清核电站一探究竟,他都发现了什么?成为一名核电站操纵人员为何需要"过五关斩六将"?中国是如何以科技创新推动可持续发展的?跟着阿玛 尔一起去看看! 制 片 人:范正伟、孟宇红 监 制:单成彪、赵燕萍 策 划:翟亚菲、杨璐 统筹:段新瑞(中核[北京]传媒文化有限公司)、胡键(中核 ...
迈向工业领域碳中和,零碳园区如何引领绿色低碳发展?
第一财经· 2025-05-23 11:51
国务院印发的《2030年前碳达峰行动方案》明确,要加大中央对地方推进碳达峰的支持力度,选择 100个具有典型代表性的城市和园区开展碳达峰试点建设。目前,零碳园区的建设发展正在提速。 2024年中央经济工作会议首次提出"建立一批零碳园区",2025年政府工作报告明确提出"建立一批零 碳园区、零碳工厂"。多部委密集出台政策,推动园区能源清洁化、产业绿色化、管理智慧化协同发 展。 全面提升零碳园区标准化水平、加快构建国际互认的评价体系,也成为目前行业内正在全力推进的重 要议题。此次《指南》的发布,是行业内各方携手合作、推进零碳园区标准化的重要标杆,未来还将 围绕不同领域和行业进行系列行动计划。活动现场,施耐德电气、上海交通大学环境社会治理研究 院、上海第一财经传媒有限公司携手共同启动了《零碳园区可持续影响力行业报告》(下称《报 告》)的编制工作,以及"零碳园区调研走访及高端沙龙"等系列行动计划。该行动计划将首先以"制 造业+泛建筑行业"案例调研为基础开展,旨在提供深入行业的实践经验参考。 在全球气候变化加剧与资源环境约束趋紧的背景下,构建零废零碳工业园区已成为实现"双碳"目标、 推动产业绿色低碳转型的关键路径。 5 ...
世界燃气大会首次落地中国 聚焦市场绿色创新“三重奏”
Zhong Guo Qing Nian Bao· 2025-05-23 07:44
Group 1: Event Overview - The 29th World Gas Conference took place in Beijing from May 20 to 23, marking the first time the event has been held in China since its inception in 1931, with over 3,000 registered representatives and participation from 298 exhibiting companies and nearly 1,500 attending companies [1][5] - The conference focused on six core topics related to global energy dynamics, energy transition, and regional gas development, under the theme of "Empowering a Sustainable Future" [1] Group 2: Technological Innovations - Beijing Beikong Beidou Technology Investment Co., Ltd. launched the world's first L4 level unmanned detection vehicle for gas pipeline leakage, capable of detecting gas leaks at a precision of one part per billion [2][4] - The vehicle is equipped with high-precision detection equipment and a Beidou satellite navigation system, enhancing both detection accuracy and autonomous driving technology [2] Group 3: China's Energy Transition - Since 2012, China has achieved an average energy consumption growth rate of 3.3%, supporting an average economic growth rate of 6%, making it one of the fastest countries in reducing energy intensity globally [5] - Beijing has reduced its coal consumption from 21.8 million tons in 2012 to less than 600,000 tons by 2024, with clean energy accounting for less than 1% of its energy consumption [5] Group 4: Natural Gas Consumption - By 2025, Beijing is projected to become the largest city in China for natural gas consumption and the second largest globally, with a pipeline network of approximately 36,000 kilometers supplying 17 to 18 billion cubic meters of natural gas annually [6][8] - Natural gas now accounts for over 35% of Beijing's energy consumption structure [6] Group 5: International Collaboration - TotalEnergies' CEO expressed the expectation of finding more Chinese partners, noting that China is now the world's third-largest natural gas consumer, with significant future demand anticipated from Asia [8][9] - Snam Group's strategic analyst highlighted the long-term growth potential for natural gas in China and the importance of collaboration with Chinese companies [9] Group 6: Green Development Initiatives - The "Green Beijing Salon" showcased Beijing's achievements in green transformation over the past decade and outlined future development paths, emphasizing the city's goal to become a global benchmark for digital and green economies [11] - Beijing is actively engaging with over 180 companies to promote investment and collaboration in green development initiatives [11]
首次在中国举办!第29届世界燃气大会汇聚全球智慧
Huan Qiu Wang· 2025-05-23 05:53
Group 1 - The 29th World Gas Conference (WGC2025) is being held in Beijing from May 19 to 23, marking the first time the event has taken place in China since its inception nearly a century ago, with over 3,000 representatives from 70 countries participating [1][3] - The conference theme is "Empowering a Sustainable Future," focusing on global energy transition, natural gas industry development, and sustainable future pathways, featuring over 80 high-level forums and 400 prominent speakers [1][3] - The exhibition area of 50,000 square meters is the largest in the history of the World Gas Conference, showcasing cutting-edge technologies and innovations from 300 exhibitors, attracting over 30,000 visitors [1][10] Group 2 - International Gas Union (IGU) President Li Yalan emphasized the importance of natural gas as a crucial support for the global energy structure amid challenges like climate change and energy security, highlighting China's experience as the largest importer of natural gas and LNG [3][4] - China's natural gas consumption has surpassed 35%, with significant reductions in PM2.5 levels and carbon emissions due to initiatives like the "coal-to-gas" project, showcasing Beijing as a model for developing countries [4][5] - The National Pipeline Network Group is driving extensive reforms in the oil and gas sector, focusing on market-oriented, regional, and digital approaches to enhance the efficiency of the national pipeline network [7][9] Group 3 - The conference highlighted the strategic importance of technological innovation in the oil and gas sector, with a focus on safety and green development, as well as the need for effective leak detection and emission measurement technologies [9][10] - The exhibition covers the entire gas industry chain, from upstream exploration to downstream applications, with a special section for high-end manufacturing and engineering design, promoting collaborative development across the industry [12][14] - The National Pipeline Network Group showcased its achievements in building a world-class energy infrastructure operator, emphasizing open service platforms and smart control technologies [16]
远景能源与日本丸红签署绿氨合作协议
news flash· 2025-05-23 01:55
5月22日,远景能源宣布与日本五大综合商社之一的丸红株式会社达成全球首份绿氨长期采购协议。双 方透露,本次合作将远景在绿色氢氨一体化解决方案方面的技术优势,与丸红在全球贸易网络和能源交 易领域的专业能力深度结合,旨在加速绿氨的大规模生产、供应与市场化进程,助力化工、化肥等多个 高碳行业的绿色转型,同时也将助力日本能源结构的绿色低碳转型,推动投资、创新和政策协同发展。 ...
2025年中国有机硅产业供给及格局概况,产能粗放式扩产周期步入尾声[图]
Chan Ye Xin Xi Wang· 2025-05-23 01:42
Industry Overview - The organic silicon industry in China is currently in a rapid expansion phase, driven by demand from strategic emerging industries such as renewable energy, 5G communication, and smart vehicles, with production capacity expected to reach 3.44 million tons and output to grow to 2.253 million tons by 2024, although capacity utilization has slightly decreased to a new low since 2018 due to concentrated expansion [1][10] - The industry is undergoing significant structural adjustments, with expansion concentrated among leading companies like Hoshine Silicon Industry and Dongyue Silicone Materials, forming a coal-electricity-silicon integrated industrial cluster in regions with energy cost advantages such as Xinjiang and Inner Mongolia [1][10] Policy Background - China's organic silicon industry policies focus on technological iteration, green transformation, and industrial chain collaboration, promoting upgrades towards high-end, refined, and low-carbon directions [4] - The policy framework emphasizes technological breakthroughs, particularly in the development of specialty materials such as phenyl monomers and fluorosilicone polymers, and encourages the application of innovations in cutting-edge fields like aerospace and semiconductor packaging [4] Industry Chain - The upstream of the organic silicon industry relies on metallic silicon and methyl chloride as core raw materials, with metallic silicon forming a large-scale supply system in energy-rich areas, while methyl chloride's self-sufficiency is enhanced through recycling processes [6] - The midstream focuses on the synthesis and deep processing of organic silicon monomers, with a product matrix dominated by silicone rubber, silicone oil, and silicone resin, catering to various industrial needs [6] Competitive Landscape - The organic silicon industry in China exhibits a highly concentrated competitive landscape, with leading companies leveraging technological advantages and scale effects to dominate the market, resulting in a tiered structure [14] - As of 2024, there are 13 major organic silicon monomer production companies, with Hoshine Silicon Industry, Dongyue Silicone Materials, and Jiangxi Xinghuo being the largest in terms of production capacity [14] Development Trends - The organic silicon industry is accelerating its transition towards green and low-carbon practices, with companies innovating production processes to reduce energy consumption and pollution [16] - The focus is shifting from traditional sectors like construction and textiles to high-end fields such as renewable energy, electronic communication, and healthcare, with increasing demand for high-performance organic silicon materials in applications like photovoltaic module encapsulation and thermal management for electric vehicle batteries [16]
探迹科技:2025年钢材行业发展趋势报告
Sou Hu Cai Jing· 2025-05-23 01:35
Industry Development Background and Transformation Direction - The global industrial system is undergoing three major trends: "decarbonization, intelligence, and localization," placing the Chinese steel industry at a critical turning point of capacity restructuring and value reassessment. The industry faces overcapacity issues and stricter environmental policies, pushing companies towards green production while new demands from renewable energy infrastructure and high-end equipment manufacturing create structural opportunities. The report suggests three strategic paths: "green transformation, high-end transition, and scenario-based deepening" to help companies find incremental space in a competitive environment [1]. Five Core Perspectives - **Policy-Driven Capacity Clearance and Green Transition**: Environmental policies accelerate the exit of outdated capacities, with leading companies enhancing industry concentration through integration. The scrap steel VAT policy promotes short-process steelmaking, and low-carbon processes like hydrogen metallurgy are key technological breakthroughs. Green transition is not only a compliance requirement but also creates new value through carbon trading [2]. - **Explosive Demand for High-End Steel and Accelerated Domestic Substitution**: The low-end steel market is highly competitive, while sectors like new energy vehicles and aerospace see significant growth in demand for high-end steel (e.g., high-strength steel, silicon steel). The high-end steel market share is expected to rise from 24% in 2024 to 25.5% in 2025, with domestic companies innovating to reduce import reliance [3]. - **AI Technology Restructuring Production and Marketing Systems**: AI has evolved from an "auxiliary tool" to a "core productivity," optimizing production processes (e.g., AI visual inspection, digital twins), supply chain management (e.g., intelligent forecasting models), and precision marketing (e.g., customer acquisition tools). Companies using AI technology have seen significant improvements in customer acquisition efficiency [4]. - **Digital Intelligence Empowering Cost Reduction and Efficiency Improvement**: In the context of overcapacity and demand differentiation, traditional sales models face challenges. Digital intelligence tools help accurately target customers, reduce acquisition costs, and enhance productivity. For instance, companies using intelligent sales tools have reduced customer acquisition time from 4 hours to 30 minutes and cut acquisition costs by 90% [5]. - **Structural Growth Strategies under Dual Circulation**: The domestic market shows regional differentiation, with eastern regions focusing on high-end products while central and western regions rely on infrastructure and industrial transfer to release demand. Overseas markets need to overcome technical certification barriers, with coastal companies launching marine climate-resistant stainless steel to expand internationally [6]. Incremental Customer Groups and Scenario Opportunities - The downstream customer demand is undergoing structural changes: the construction industry's demand is shifting westward, while the east focuses on high-end steel; the machinery manufacturing and home appliance sectors primarily consist of small and medium customers who prioritize price and customization; the photovoltaic industry exhibits a "dumbbell-shaped" demand structure, with leading companies requiring high-end customized steel and small installers relying on standardized products [7]. Typical Cases and Technology Applications - The report showcases multiple cases demonstrating the effectiveness of technology implementation: a stainless steel company using customer acquisition tools increased its potential customer count from 13 to 40 per month, achieving a fivefold improvement in order efficiency. Another steel company in Foshan enhanced customer follow-up efficiency eightfold, increasing monthly customer acquisition from 500 to 3,000. These practices indicate that AI and big data technologies have become core means for companies to overcome growth bottlenecks [8]. Future Trend Outlook - The core competitiveness of the steel industry will focus on "incremental market exploration" and "scenario service reconstruction." Companies need to respond to changes through technological innovation (e.g., superconducting magnet steelmaking), ecological collaboration (binding downstream leaders), and regional precision cultivation (market proximity), transitioning the industry from "scale-driven" to "value-driven" and securing a more advantageous position in global high-end materials competition [9].
北京将推进能源科技创新和绿色低碳深度转型
Zhong Guo Xin Wen Wang· 2025-05-22 12:26
Group 1 - The 29th World Gas Conference is being held in Beijing, focusing on energy technology innovation and green low-carbon transformation [1] - Beijing aims to enhance energy efficiency and has achieved a historical optimization of its energy structure, with coal consumption accounting for less than 1% of total energy consumption [1][2] - The city plans to increase the proportion of green electricity to 29.3% by 2024, with a total electricity consumption of 138.9 billion kilowatt-hours [1] Group 2 - Beijing is the second-largest natural gas consumer globally, with a projected supply of 19.5 billion cubic meters in 2024, accounting for about one-third of the city's total energy consumption [2] - The average annual PM2.5 concentration in Beijing has decreased from 89.5 micrograms per cubic meter in 2013 to 30.5 micrograms per cubic meter in 2024, a reduction of 65.9% [2] - The city is focusing on digital and technological innovation to drive high-quality development in the energy sector, with several key technological breakthroughs and rapid growth of energy tech companies [2] Group 3 - Beijing will strengthen the dual development of digital industries and energy, creating a comprehensive digital energy system and promoting the "Artificial Intelligence+" action plan [3] - The city plans to enhance energy technology innovation and green low-carbon transformation, focusing on energy-saving, hydrogen energy, and energy storage industries [3] - Beijing aims to optimize the business environment and expand high-level opening-up, actively constructing a more open and inclusive development environment [3] Group 4 - The Beijing Development and Reform Commission and the Beijing Energy Conservation and Environmental Protection Center held a policy promotion meeting for advanced energy industry development [4] - The "Green Beijing Guest Hall" platform is facilitating cooperation and investment opportunities, with foreign enterprises expressing interest in exploring the investment environment [4]
城发环境(000885) - 2025年5月22日投资者关系活动记录表
2025-05-22 11:34
Group 1: Financial Performance and Goals - The company aims to achieve a dual target of a market value of 100 billion and asset value of 100 billion [2] - As of Q1 2025, accounts receivable is approximately 4 billion, primarily from waste treatment fees and national subsidies [10] - The company plans to increase the dividend payout ratio to over 20% of net profit attributable to shareholders [13] Group 2: Project and Operational Updates - The company is involved in the integrated water supply and drainage pilot project in Xinyang, which has been successfully implemented [2] - The company has acquired 85% of the equity in Aolan Environmental Technology Co., Ltd. and 100% of Dunhua Zhongneng Environmental Power Co., Ltd. [9] - The company operates waste treatment projects in various districts of Zhengzhou, including the Central Plains District and the Economic Development Zone [1] Group 3: Subsidies and Financial Support - The company is actively applying for various subsidies, including green bond financial subsidies and high-tech enterprise policy subsidies [3] - National and provincial subsidies account for approximately 25% of the company's receivables [1] Group 4: Market Position and Strategy - The company maintains a leading position in the environmental protection industry, focusing on waste incineration and sewage treatment [13] - The company emphasizes compliance and risk management in overseas projects to ensure safety and sustainability [4] Group 5: Shareholder Engagement and Communication - The company has conducted multiple investor relations activities, including analyst meetings and performance briefings [1] - The company is committed to transparent communication with shareholders regarding acquisitions and financial performance [8]
中外媒体点赞“重庆实践” 解码长江经济带高质量发展成果
Yang Shi Wang· 2025-05-22 09:45
Core Insights - The article highlights the efforts of Chongqing in promoting green development and technological innovation, showcasing its achievements in building the Western Land-Sea New Corridor [1] Group 1: Technological Innovation and Industry Development - Chongqing is transitioning from traditional industries to smart manufacturing, particularly in the development of intelligent visual equipment [6] - The media delegation observed the transformation of waste into electricity at an environmental power generation company, emphasizing the city's commitment to sustainable development [6] - The automotive manufacturing sector is crucial to China's economy, with Chongqing being a significant hub for affordable and high-quality electric vehicles [6][8] Group 2: Green Development and Ecological Protection - The media team noted the ecological protection efforts along the Yangtze River, which remains a vital shipping route while maintaining good environmental standards [3] - The focus on green and intelligent development in the Yangtze Economic Belt was positively received by international journalists [6] Group 3: Trade and Export Opportunities - Chongqing is leveraging the Western Land-Sea New Corridor and the China-Europe Railway Express to enhance its trade connectivity with global markets [12] - Key exports from Chongqing to the Middle East include automobiles and electromechanical products, indicating a growing trade relationship [10]