双碳战略

Search documents
维业股份(300621) - 维业股份投资者关系活动记录表
2025-09-11 09:02
| 编号:2025-002 | | --- | 证券代码:300621 证券简称:维业股份 维业建设集团股份有限公司 投资者关系活动记录表 | | 特定对象调研 | 分析师会议 ☐ | | --- | --- | --- | | 投资者关系 | 媒体采访 ☐ | 业绩说明会 ☐ | | 活动类别 | | | | | 新闻发布会 ☐ | 路演活动 ☐ | | | 其他(请文字说明其他活动内容) ☐ | | | 参与单位名称 | 湘财证券:李军辉 | | | | 小忠资本:梁 幸 | | | 及人员姓名 | 恒江基金:周泽翊等 | | | 时间 | 2025年9月10日 | | | 地点 | 维业股份二楼 228 | 会议室 | | 上市公司接待 人员姓名 | 副总裁兼董事会秘书 詹峰 | 沈茜、证券事务代表 | | | 1.简要介绍维业股份情况 | | | | 维业建设集团股份有限公司(以下简称"公司""维业股份")成立于1994 | | | | 年,是珠海国有企业华发集团控股的A股上市公司。公司是国家高新技术企业、 | | | | 深圳500强企业、深圳老字号、深圳知名品牌。已连续21年入选中国建筑装饰"百 ...
抢抓市场机遇 盾安环境拟以约50亿元投建智能智造总部基地
Zheng Quan Ri Bao Wang· 2025-09-11 08:48
Core Viewpoint - The company, Zhejiang Shun'an Artificial Environment Co., Ltd. (Shun'an Environment), plans to invest approximately 5 billion yuan in the construction of the "Shun'an Environment Intelligent Manufacturing Headquarters Base" to enhance its production capacity and competitiveness in the refrigeration and new energy vehicle thermal management sectors [1]. Group 1: Investment and Project Details - The project aims to establish a research, manufacturing, and sales base for core components in refrigeration and new energy vehicle thermal management, with a total investment of about 5 billion yuan, to be invested in phases according to implementation progress [1]. - The company intends to leverage market opportunities and expand capacity to respond more quickly to customer demands, thereby enhancing product competitiveness [1]. Group 2: Market Outlook and Industry Position - The refrigeration and new energy vehicle thermal management markets are experiencing significant growth, driven by increasing domestic demand and stringent energy-saving and environmental protection policies [1]. - As a leading enterprise in the global refrigeration component industry, the company maintains a competitive edge and is optimizing its business structure while expanding its market share in overseas markets [1]. Group 3: Technological Advancements and Smart Manufacturing - The company has invested nearly 200 million yuan in the first half of 2025 in various high-end automation equipment and information systems to promote the integration of automation and information technology [2]. - The construction of the "Intelligent Manufacturing Headquarters Base" is a key initiative for the company to strengthen its smart manufacturing capabilities and achieve a more integrated production operation [2]. Group 4: Collaboration and Regional Development - The company has signed a cooperation agreement with the management committee of the Zhuji Economic Development Zone, which promises to provide a favorable investment environment and quality services [3]. - The project's implementation is expected to enhance the investment attractiveness and business environment of Zhuji City, facilitating the development of a complete refrigeration and new energy industry chain [3].
环保产业协会郭承站:共享减污降碳技术成果,推动全球节能减排
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-11 03:26
Core Viewpoint - The future cooperation path for the environmental protection industry is emphasized as "going out and bringing in," focusing on technology, equipment materials, and talent [1] Group 1: International Cooperation - The Chinese environmental protection industry has developed the capability to "go out" with advanced technologies and materials, particularly in the context of the "dual carbon" strategy [1] - The industry aims to strengthen international cooperation to share advanced technologies and materials for pollution reduction and carbon neutrality globally [1] Group 2: Technological Advancements - China leads in nuclear power technology globally and has advanced photovoltaic and wind power technologies that are both cost-effective and energy-saving [1] - The country possesses a strong reserve of technology and talent, providing a competitive advantage for international collaboration [1] Group 3: Global Consensus - The reduction of pollution and carbon emissions, as well as addressing climate change, is recognized as a global consensus rather than the responsibility of a single country or region [1] - There is a call for coordinated sharing of global technologies to accelerate innovation in energy-saving and emission reduction [1]
马永生谈绿色低碳发展:为高端产业预留必要碳排放空间,避免“一刀切”
Xin Lang Ke Ji· 2025-09-11 02:43
"我们有信心在大的能源转型过程当中做排头,争第一。"马永生说。 (中国石油化工集团有限公司原董事长、党组书记,第十四届全国政协委员马永生在第四届生态环保产 业服务"双碳"战略院士论坛发言) 登录新浪财经APP 搜索【信披】查看更多考评等级 9月11日消息,2025年中国国际服务贸易交易会正在进行中,在服贸会主论坛之一的第四届生态环保产 业服务"双碳"战略院士论坛上,中国石油化工集团有限公司原董事长、党组书记,第十四届全国政协委 员马永生在发言中表示,从气候变化应对来看形势不容乐观,按照当前发展趋势,能源燃烧相关碳排放 预计在2030年达到356亿吨二氧化碳,要实现《巴黎协定》设定的温控目标,特别是1.5度目标面临巨大 挑战。 马永生指出,我国能源消费预计在"十五五"增幅将较"十四五"减半,年均增速将从4%回落到2%。但值 得关注的是能源消费总量与碳排放总量开始出现分化趋势。能源活动相关的二氧化碳排放总量正在进入 平台期,预计将在"十五五"中期达峰,峰值规模在108亿~112亿吨,较2024年高出了2亿~6亿吨。造成了 能源消费与碳排放分化的原因主要是化石能源,特别是煤炭、石油与非化石能源的此消彼涨,还有石油 ...
瑞恒茂绿色零碳循环经济支撑竹醇一体化项目稳盈利
Zhong Guo Hua Gong Bao· 2025-09-11 01:52
9 月10日,从天津市瑞恒茂科技发展集团有限公司(下称 "瑞恒茂集团")获悉,近日,瑞恒茂集团在上 海举行的国际风光储氢氨醇醚投融资高峰论坛会上正式发布《芦竹绿色零碳循环经济产业支撑竹醇一体 化项目建设方案》,该方案以能源植物——多倍体芦竹为核心突破口,破解行业ISCC原料供应和认证 痛点,使绿色甲醇项目具有可持续盈利模式,成为当前绿色燃料赛道极具投资价值项目,引发行业广泛 关注。 伴随全球 "双碳" 战略向纵深推进,绿色甲醇因能有效解决航运、陆运等领域的深度脱碳难题,市场需 求呈现指数级增长态势。据国际可再生能源署(IRENA)预测,到 2050 年全球绿色甲醇存量替代市场 规模将突破 2.5 亿吨,且这一增长还将受益于各国政策对绿色能源的倾斜,行业已形成 "政策赋能 + 需 求激增" 的双重驱动黄金格局。 截至 2025 年 8 月,我国绿色甲醇在建项目约173个,总规划产能达 5346 万吨/年。"当前绿色甲醇产能 仅能满足市场需求的10%,随着在建项目井喷式投产,原料供应稳定与否、成本高低,直接决定绿色甲 醇能否抢占市场先机。"林洪新指出,可预见的秸秆原料 "收储难、供给低、转化弱" 等痛点,将难以支 ...
助力革命老区高质量发展“支持革命老区振兴发展项目”在渝启动
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-09-10 14:45
Group 1 - The "Support for the Revitalization of Revolutionary Old Areas Project" was officially launched in Chongqing, focusing on deepening cooperation in infrastructure, industrial ecology, technological innovation, and revitalization of old areas, particularly in the southwest region [1] - Over 100 representatives from various enterprises participated in the launch event, resulting in the signing of 9 cooperation agreements with a total value of 2 billion RMB [1] - The project aims to inject new vitality into the development of revolutionary old areas in the southwest, aligning with the national "dual carbon" strategy [1] Group 2 - Beijing Jinyi Yuanfang Holding Group, established in 2008, is a diversified holding company with a focus on industrial investment, asset management, and renewable energy services, particularly in supporting the revitalization of revolutionary old areas [2] - Chongqing Ruidian Energy Technology Co., Ltd., a key player in the southwest's private charging and swapping industry, is fully owned by the group and has established a significant charging network across multiple provinces, including 202 stations in core revolutionary areas [2] - The "Yukuaichong" smart energy management platform has achieved 450,000 direct users and over 3 million indirect users, showcasing the company's strong market presence in the charging industry [2] Group 3 - The southwest revolutionary old areas are significant for their historical contributions during the land revolution and the Long March, serving as a vital support for the Communist Party and the Red Army [3] - The rich red history and cultural resources in these areas are seen as a core competitive advantage for revitalization efforts, providing a source of motivation for progress [3] Group 4 - The project aligns with the strategic deployment of the central government to accelerate the development of revolutionary old areas, focusing on clean energy, specialty agriculture, and cultural tourism integration [4] - The initiative represents a dual approach of "blood transfusion" and "blood production," aiming to bring advanced technology and quality resources to the southwest old areas, setting an example for social participation in supporting local development [4]
观车 · 论势 || 期待汽车业纳入碳市场
Zhong Guo Qi Che Bao Wang· 2025-09-10 05:48
Group 1 - The central government aims to accelerate the establishment of a unified national carbon market, targeting coverage of major industrial sectors by 2027 and a comprehensive voluntary emission reduction market by 2030 [1] - By July 2025, the national carbon emission trading market has seen a cumulative transaction volume of 681 million tons and a transaction value of 46.784 billion yuan, with nearly 100% compliance rate among 2,096 key emission units [2] - The introduction of carbon trading is intended to turn carbon emissions into valuable assets for enterprises, promoting sustainable development and profitability [2] Group 2 - The government plans to enhance market vitality by diversifying trading products and expanding trading participants while strengthening market regulation [3] - Currently, the carbon market includes key sectors such as electricity, steel, cement, and aluminum, with ongoing discussions about incorporating the automotive industry into the carbon trading framework [3] - A strategic cooperation agreement has been signed between Hubei Hongtai Group and relevant automotive organizations to develop a carbon emission management system and explore carbon asset development [4] Group 3 - The automotive industry is transitioning from a "dual credit" system to a carbon credit management approach, which may facilitate its inclusion in carbon trading [4] - The shift to carbon credit management requires adjustments in accounting mechanisms and standards, impacting both new energy and traditional fuel vehicles [4] - Successful integration of the automotive sector into the carbon trading market necessitates collaboration with local carbon markets and financial institutions to enhance market activity [4]
首钢绿色低碳商标、低碳汽车用钢企业标准及价格体系正式发布
Zheng Quan Shi Bao Wang· 2025-09-08 01:21
Core Viewpoint - Shougang Group launched the "SOGREECO" series of green low-carbon products and established the first industry standards for green low-carbon automotive steel plates, emphasizing the company's commitment to environmental sustainability and innovation in response to increasing demand for eco-friendly products [1][2][3]. Group 1: Product Launch and Standards - The "SOGREECO" trademark represents Shougang's green branding efforts, featuring attributes like "green," "low-carbon," and "ecological," with carbon reduction labels ranging from -30% to -70%, and up to near "zero" carbon [2]. - Shougang released the first industry standards for green low-carbon automotive steel plates, which include soft steel, bake-hardened steel, low-alloy high-strength steel, dual-phase steel, and hot-stamped steel [3]. - The standards define green low-carbon products as those achieving a carbon reduction ratio of 30% or more compared to equivalent products from 2020, incorporating lifecycle assessment methods aligned with international standards [3][6]. Group 2: Market Impact and Strategy - The introduction of the green low-carbon product pricing system is based on product standards, lifecycle data, and optimal cost pathways, addressing customer needs for carbon reduction ratios, carbon footprints, and scrap steel ratios [6]. - The formal release of Shougang's green product trademark, low-carbon automotive steel standards, and pricing system aims to support the national dual-carbon strategy and promote a sustainable green steel market [6].
中信银行北京分行携手中信金租、海博思创 共筑“储能 + 金融”产融协同新生态
Bei Jing Qing Nian Bao· 2025-09-07 18:19
Core Viewpoint - The collaboration between CITIC Bank Beijing Branch, Haibo Sichuang Technology Co., Ltd., and CITIC Financial Leasing Co., Ltd. aims to leverage the integration of industry and finance in the "energy storage + finance" sector, targeting the trillion-level energy storage asset market to support the construction of a new power system and the achievement of carbon neutrality goals [1][2]. Group 1: Industry Context - China's dual carbon goals are advancing, with the National Development and Reform Commission's Document No. 136 being implemented, leading to a shift in the energy storage industry from policy-driven to market-led growth [1]. - The construction costs of energy storage stations are decreasing, and the electricity spot market is gradually opening, enhancing the economic viability of energy storage assets [1]. Group 2: Company Profiles - Haibo Sichuang is a leading company in China's energy storage industry, focusing on the research, production, and application of new energy storage technologies, with a market capitalization exceeding 10 billion [2]. - CITIC Bank, one of the earliest commercial banks established during China's reform and opening-up, has been actively involved in domestic and international financing, providing differentiated financial services to enterprises [2]. - CITIC Financial Leasing is a strategic component of CITIC Group and CITIC Bank, focusing on financing leasing in various sectors, including green business, and has accumulated rich experience in financing projects related to wind, solar, water, storage, and hydrogen [3]. Group 3: Strategic Collaboration - The three parties will leverage their respective resources and strengths in industry, technology, financial innovation, and leasing to create a financing model that integrates "energy storage assets + specialized operations + comprehensive financial solutions" [3]. - This strategic partnership reflects CITIC Bank Beijing Branch's commitment to green finance and supporting national energy strategies, aiming to innovate financial products and services to enhance the vitality of the energy storage industry [3].
从硅钢片到电动重卡,武钢东风“钢铁闭环”领跑新能源商用车赛道
Chang Jiang Ri Bao· 2025-09-07 00:28
Core Insights - The collaboration between Dongfeng Motor Corporation and Baowu Steel Group aims to achieve comprehensive electrification in steel logistics, creating a closed-loop system from "materials-manufacturing-application" [1] - Wuhan Iron and Steel Co., Ltd. has developed high-strength lightweight steel that reduces the weight of electric heavy-duty trucks by over 10%, enhancing their range [1] - Dongfeng's annual orders for thousands of new energy heavy trucks provide a full-chain solution for Baowu's green logistics, with just 50 electric trucks capable of reducing emissions by over 1,500 tons annually [1] - The project exemplifies industry integration in response to the "dual carbon" strategy, with local government support accelerating its implementation through policies encouraging the purchase of Dongfeng's new energy heavy trucks [1] - Wuhan has established a scalable application pattern in the new energy commercial vehicle sector, particularly highlighted by the collaboration between Dongfeng and Baowu in green logistics [1]