苹果CEO库克：启动7.2亿元清洁能源基金推助我国碳中和 上周末，苹果CEO库克又一次来到了中国，第一天相继与杨天真、刘宪华进行了活动，第二天参加了中国发展高层论坛2025年年会，行程相当紧凑。而 今天，库克在微博发文称，"我们自豪地宣布在中国启动新一期清洁能源基金！ 目前苹果在中国的供应链已有三分之二使用可再生能源。新基金将进一步助力在2030年实现100%可再生能源运营的目标。" 这一新的创新型基金由施罗德管理，给致力于在中国采购高影响力清洁能源解决方案的企业——包括苹果供应商在内——提供了又一选择，同时该基金 也旨在为投资者带来财务回报。苹果及其供应商于2018年推出的首个中国清洁能源基金的成功经验为该基金提供了蓝本。 除了帮助中国的电网变得更加清洁，新基金还将帮助推动苹果2030的进展，其目标是在未来五年内全部碳足迹实现碳中和，包括整个供应链和产品的全 生命周期。 苹果与中国及全球的供应商合作向100%使用可再生能源过渡的努力，是苹果在气候方面取得重大进展的主要推动力。自2025年以来，Apple 已将其整体 温室气体排放量减少了55%以上，并将继续致力于推动其业务各个方面的深度减排。 据了解，第一期 ...

苹果发起7.2亿投资基金 加速在华清洁能源发展 首个中国清洁能源基金已经超过其既定目标，在中国14个省新建超过1千兆瓦的风能和太阳能项目。这 一业界首创的投资基金帮助扩大了各种规模的供应商获得可再生能源的机会，并使全国范围内的新项目 得以开发。第二期中国清洁能源基金将复制这一方法，支持新的可再生能源项目，包括那些处于早期开 发阶段的项目。 除了帮助中国的电网变得更加清洁，新基金还将帮助推动Apple 2030的进展。苹果计划在未来五年内的 全部碳足迹实现碳中和，包括整个供应链和产品的全生命周期。作为这一目标的一部分，苹果与供应商 密切合作，帮助他们在苹果产品相关的生产中100%使用可再生能源。如今，苹果在中国约三分之二的 生产均由可再生能源驱动。 目前，苹果的产品使用了大量的可再生材料。最新推出的iPhone 16e，在电池上采用了100%再生钴和 95%再生锂，机身采用85%再生铝金属。在包装上，苹果已经不再使用塑料薄膜，仅有的一些塑料件， 苹果也在积极寻找替代标签、层压和其他小型部件，从而在2025年，向零塑料使用迈进。 苹果与中国及全球的供应商合作向100%使用可再生能源过渡的努力，是苹果在气候方面取得 ...

Group 1 - The company’s wholly-owned subsidiary, Chengtong Carbon Sink, has won a bid for a forestry carbon sink resource cooperation development project in Ningdu County, Jiangxi Province [1][2] - The project covers a total forestry land area of 4.5279 million acres, including all types of forest land eligible for carbon sink projects under national policies and international voluntary reduction mechanisms [1][2] - The project development timeline is set to be completed within 15 months from the signing of the cooperation contract, with a revenue-sharing model for the project's profits over a 20-year cooperation period [2] Group 2 - The project aligns with the national goals of "3060" carbon peak and carbon neutrality, enhancing the company's positioning in the carbon trading market and improving its brand image [2] - The company emphasizes that the project will not affect its operational independence and will not create business dependency on the project counterpart [2]

苹果库克：在中国启动新一期7.2 亿元投资基金加速清洁 能源发展 3月24日，苹果公司CEO蒂姆库克宣布在中国启动新一期清洁能源基金。目前，苹果公司在中国的供应链已有三分 之二使用可再生能源。新基金将进一步助力苹果在 2030 年实现 100% 可再生能源运营的目标。 据介绍，这笔锚定投资的目标是每年为中国电网新增约 55 万兆瓦时的风能和太阳能发电能力，这一数字将随着更 多投资者的加入而增长。这一新的创新型基金由施罗德管理，给致力于在中国采购高影响力清洁能源解决方案的 企业，包括 Apple 供应商在内提供了又一选择， 同时该基金也旨在为投资者带来财务回报。Apple 及其供应商于 2018 年推出的首个中国清洁能源基金已经超过其 既定目标，在中国 14 个省新建超过 1 千兆瓦的风能和太阳能项目。 这一业界首创的投资基金帮助扩大了各种规 模的供应商获得可再生能源的机会，并使全国范围内的新项目得以开发。第二期中国清洁能源基金将复制这一方 法，支持新的可再生能源项目，包括那些处于早期开发阶段的项目。 我们自豪地宣布在中国启动新一期清洁能源基 金!目前,我们在中国的供应链已有三分之二 使用可再生能源。新基金将进 ...

Key Points - The article discusses the recent developments in the renewable energy sector, particularly focusing on solar energy, wind energy, electric vehicles, and hydrogen fuel cells, highlighting the positive trends and potential investment opportunities in these industries [1][15][43]. New Energy - Shanghai Marine Bureau released the "Shanghai Marine Industry Development Plan (2025-2035)" focusing on offshore renewable energy [1] - The National Development and Reform Commission issued guidelines to promote high-quality development of the renewable energy green power certificate market [1] - Domestic solar power installations in January-February reached 39.47 GW, a year-on-year increase of 7% [4] - The export of solar battery components remained stable, with a total export of 47.7 GW in January-February, a decrease of 3% year-on-year [8] Wind Energy - The Shanghai Marine Bureau announced plans to promote deep-sea wind power projects, indicating a strong push for offshore wind energy development [15] - The global wind turbine market saw a total installation of 121.6 GW in 2024, with offshore wind accounting for 11.7 GW [18] - Domestic wind turbine manufacturers are expected to increase their market share overseas, driven by competitive pricing [19] Electric Vehicles & Lithium Batteries - NIO and CATL signed a strategic cooperation agreement to build a comprehensive battery swap network [38] - The sales of electric vehicles in China showed significant growth, with 42.7 million units sold in the first half of March, a year-on-year increase of 41% [28] - BYD launched its new models, Han L and Tang L, with competitive pricing and advanced technology [31] Hydrogen and Fuel Cells - Central state-owned enterprises are leading green hydrogen demonstration projects, with a significant increase in project bids [43] - The installation of fuel cell systems in January-February remained stable, with a total installed capacity of 40.84 MW [44]

这款电池的循环寿命超过6000次，远超铅酸电池，且在-40℃至60℃的极端环境下依旧稳定运行。它的出现为二轮车、三轮车、机器人、自动 化叉车等领域带来全新变革，推动超充技术取代换电模式，加速电动化向无人化迈进。 天距电池与无极电池：突破能量与功率边界 在全球能源革命与碳中和目标的推动下，技术平权正成为行业发展的核心理念。近年来，从4C超充到5C技术的普及，再到10C的突破，电池 技术不断刷新充电速度的极限。超充技术正在成为缓解充电焦虑的重要解决方案。 如今，万向一二三股份公司（以下简称"万向一二三"）正式发布首个多场景低压电芯解决方案，涵盖三款颠覆性产品：闪充Ultra、天距电池 与无极电池。这些产品不仅在技术上取得突破，也推动新能源应用迈向更广阔的市场。 闪充Ultra：5分钟充满，引领电动化无人化革命 当电池的补能时间被压缩至数分钟，其意义已超越充电本身，而是重塑人与能源的关系。万向一二三推出的闪充Ultra正是这样一款产品，它 集宽温域、高功率、长寿命于一身，凭借12C超高倍率充电技术，将充电时间缩短至5分钟。 在技术层面，万向一二三优化了磷酸铁锂正极的纳米结构，降低锂离子迁移阻力，实现高倍率充电。同时 ...

Core Viewpoint - The article emphasizes the innovative breakthroughs by Longpan Technology in high-density lithium iron phosphate (LFP) cathode materials, which aim to redefine the competitive landscape of battery materials and address the industry's challenges of "involution" through technological and business model innovations [1][3]. Industry Transformation - The battery demand is undergoing significant changes, requiring higher energy density, faster charging speeds, and longer cycle life, with material innovation being the key driver [2]. - The industry has progressed from a specific gravity of 2.3g/cm³ to 2.6g/cm³ in high-density cathode materials [2]. Product Launch and Innovations - Longpan Technology launched its fourth-generation high-density LFP cathode material (S526) at the "LOPAL DAY" event, which features superior performance, lower costs, and greener processes [3][5]. - The S526 product achieves a powder density of 2.62g/cm³, setting an industry-leading standard and allowing for more energy storage in limited space [5][6]. Manufacturing Process - The S526 utilizes a "one-time sintering" process, simplifying the traditional "two-time sintering" method, which reduces production costs, energy consumption, and carbon emissions [6]. - This new manufacturing process enhances production efficiency and consistency, making S526 a key milestone for the industry's shift towards high energy density and cost-effective solutions [7]. Recycling Technology - Longpan Technology introduced its "first-generation LFP recycling technology," which aims to create a sustainable development path for the lithium battery industry through resource recycling and technological innovation [7][8]. - The recycling process involves high-temperature removal of impurities and carbon thermal reduction, resulting in a powder density of 2.39g/cm³ and a discharge capacity of 159.4mAh/g [8][9]. Strategic Importance - The advancements in LFP materials and recycling technologies position Longpan Technology as a leader in the green energy ecosystem, addressing both market demands and regulatory challenges [9][10]. - The company's innovations are expected to support the rapid development of electric vehicles and energy storage systems, contributing to the global carbon neutrality narrative [10].

将投中网设为"星标⭐"，第一时间收获最新推送 不仅是投资策略的革新，更是对中国能源革命本质的深刻洞察。 作者丨簪竹 来源丨投中网 2021年以来，碳中和基金几乎成了中国头部PE们的"标配"。而 在这个兵家必争的赛道，CMC资 本"卷"出了自己的特色。 2023年8月，CMC资本的第一期碳中和主题基金完成募集。短短一年多时间，CMC资本的这只基金 在碳中和赛道悄然构建起了独特的价值护城河。 不随大流，寻找非共识的机会，是CMC资本碳中和基金身上最突出的标签。比如，当同行们在为IPO 通道收窄而焦虑，CMC资本看到的却是一个巨大的"估值洼地"，甚至敢于去接"下落的飞刀"。尤其 令人印象深刻的是，CMC资本能用自己的产业重构能力，将看似危机的资本困局转化为结构性机 遇。 当全行业在为产能过剩、估值倒挂而担忧，CMC资本传递出的讯息也截然不同。 CMC资本合伙人顾 晓立向投中网透露，他们正在布局一些传统VC/PE视野之外的领域。 这背后不仅是投资策略的革 新，更是对中国能源革命本质的深刻洞察。 为什么选择专注中后期？ 打开CMC资本碳中和基金的投资组合，你会发现一个很难被忽略的特点：它们几乎是清一色的中后 期项目。 ...

Financial Data and Key Metrics Changes - Revenue increased by 52% to RMB582.8 million due to strong demand for containers during the reporting year [9] - Consolidated net profit attributable to owners rose by 76% to RMB34.1 million, including fair value losses from investment properties and a one-off gain on disposal [9] - Basic earnings per share reached USD 1.43, an increase of 74% [9] - Net asset value per share was USD 23.16 at the end of 2024, compared to the previous year [10] - Total dividend proposed for the year was USD 0.08 per share, with a payout ratio of about 72% [10] Business Line Data and Key Metrics Changes - The Manufacturing and Leasing segment achieved revenue of RMB153.6 million, accounting for 95% of total revenue, with a segment profit before tax of RMB44.5 million [11] - Approximately 216,000 TEU of dry freight containers were sold, making up 72.2% of manufacturing revenue [11] - Customized container sales totaled 20,000 units, contributing 21.2% to revenue [12] - Leasing revenue accounted for 1.5% of total revenue, with operating lease income at RMB5.6 million [12] Market Data and Key Metrics Changes - Worldwide new container production surged to over 8.3 million TEU in 2024, a record high, but is expected to decline to about 2.5 million TEU in 2025 due to various market factors [7] - The average selling price (ASP) for 20-foot dry freight containers decreased from USD 2,075 to USD 1,985, despite strong market demand, attributed to oversupply and lower steel costs [8] - Average steel cost was USD 5.53 per tonne, down 6.1% from the previous year [8] Company Strategy and Development Direction - The company aims to accelerate its journey towards net-zero emissions by providing sustainable battery energy storage solutions through its Green Tanaka initiative [4] - Plans to adjust production schedules in response to anticipated decreases in dry freight container demand, focusing on customized container projects with higher growth potential [13] - Continued investment in automation initiatives to improve efficiency [13] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenging market environment, indicating that while profitability is expected, the market remains difficult [48] - The company maintains a strong balance sheet, allowing it to lower overhead costs despite a lack of scale [51] - Confidence in the leasing business and new energy initiatives to navigate through tough market conditions [54] Other Important Information - The company operates eight container depots across major port cities in China and has a fleet of about 120,000 TEU of leasing containers [3] - The company is focused on providing container solutions that integrate renewable energy and optimize energy usage [5] Q&A Session Summary Question: Why is the Energy Storage System (ESS) contained? - The container provides mobility and protection, allowing for easy transport to job sites and efficient energy collection and release [20][25][26] Question: What target industries are being pursued for ESS sales? - The company aims to sell to various industries but focuses on long-term players, emphasizing the importance of mutual trust in customer relationships [31][32] Question: What are the significant capital expenditures (CapEx) planned for the future? - Major CapEx will be directed towards leasing and building new energy facilities, with a projected CapEx of over USD 100 million for 2025 [35][38] Question: Why is the tax provision higher this year? - The effective tax rate is influenced by various factors, including a subsidiary's high-tech status and losses incurred in certain operations [41][43] Question: Any guidance for next year? - Management indicated that while the market is difficult, the company should still remain profitable [48][54]

Group 1: Green Industrial Policy Overview - Green industrial policies are increasingly viewed as essential for achieving net-zero emissions and promoting economic recovery and job growth[6] - The OECD reports that fiscal support for low-carbon technologies has significantly increased, with both the US and EU allocating 3.0% of GDP to green initiatives post-COVID[19] - The number of OECD countries integrating green industrial policy goals into budget planning rose from 14 to 24 between 2020 and 2022[19] Group 2: Challenges and Controversies - Green industrial policies face challenges such as complex design and execution, potential misallocation of public funds, and trade tensions[6] - The implementation of the US Inflation Reduction Act (IRA) is projected to cost between $800 billion and $1.2 trillion over the next decade[34] - Subsidy policies can lead to market distortions, supporting inefficient firms and potentially increasing overall emissions due to reduced incentives for energy conservation[36] Group 3: Economic Implications - The cost of achieving emissions reductions through subsidies can be significantly higher than through carbon pricing mechanisms, with some estimates showing costs up to 1,000 euros per ton of CO2 for early renewable energy policies in France and Germany[35] - In China, the marginal cost of emissions reduction from electric vehicle subsidies is approximately 4,453 RMB (about $712), far exceeding current carbon market prices[35] Group 4: International Trade and Competition - Green subsidy measures can exacerbate global subsidy races and distort international trade, particularly when favoring domestic suppliers[36] - Trade barriers resulting from subsidy policies may lead to increased production costs and hinder global economic stability[37] - Developing countries may struggle to compete with wealthier nations in green technology due to limited fiscal resources, exacerbating global inequalities in green investment[39]