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2026年《中国能源报》火热征订中!
中国能源报· 2025-12-04 05:59
Core Viewpoint - The article emphasizes the role of China Energy News as a leading media platform in the energy sector, promoting high-quality development and supporting the carbon peak and carbon neutrality goals set by the government [1]. Group 1: Overview of China Energy News - China Energy News was established on June 1, 2009, and is the first mainstream economic newspaper in China covering the entire energy industry chain [1]. - The publication serves as an authoritative platform for interpreting important discussions by General Secretary Xi Jinping regarding energy work [1]. - It has become a media benchmark for the energy industry, showcasing high-quality development and fostering innovation in media integration [1]. Group 2: Audience and Partnerships - The readership of China Energy News spans the entire energy industry chain, making it a preferred industry publication for professionals in various sub-sectors [1]. - Many readers habitually save and collect issues of China Energy News, indicating its value and relevance [1]. - The publication has established strong partnerships with numerous government agencies, enterprises, and think tanks, enhancing its influence and reach within the industry [1]. Group 3: Collaboration and Support - China Energy News seeks to deepen cooperation with energy enterprises and institutions, leveraging its multi-dimensional media platform to support brand building and enhancement [1]. - The publication invites professional readers to join its efforts in promoting high-quality development in the energy sector and contributing to the achievement of carbon neutrality goals [1].
绿色产业上新 能源转型推动经济发展提质
Ren Min Wang· 2025-12-04 03:11
Group 1 - The core viewpoint emphasizes the importance of green and low-carbon energy transition in addressing climate change and promoting economic development and ecological civilization [1][2][3] - The offshore wind power project in Jiangsu has completed the installation of all wind turbines, with an expected annual power generation of 2.842 billion kilowatt-hours, equivalent to saving 860,000 tons of standard coal and reducing carbon dioxide emissions by 2.37 million tons [1] - As of the end of October, China's total installed power generation capacity reached 3.75 billion kilowatts, a year-on-year increase of 17.3%, with solar power capacity growing by 43.8% and wind power capacity by 21.4% [1] Group 2 - Shanxi is promoting clean and efficient coal utilization by developing low calorific value coal power projects, integrating coal and electricity [2] - Hainan is advancing the "clean energy island" initiative, with wind and solar power projects contributing to local energy needs and supporting the construction of a free trade port [2] - The energy transition is fostering new industries and business models, such as distributed energy and vehicle-grid integration, which are becoming new engines for economic growth [2][3] Group 3 - The energy sector in China is accelerating innovation and upgrading, establishing the world's largest clean energy system, which optimizes energy structure and promotes high-quality economic development [3] - Hydrogen fuel trucks are being utilized for coal transportation, with 20 trucks already in operation, transporting 262,700 tons of coal and reducing carbon emissions by 1,022.78 tons [3] - There is a need for innovation in the energy sector to address the challenges posed by the volatility of renewable energy and to enhance the market mechanisms for better integration of these resources [3][4] Group 4 - The development of distributed energy and the utilization of renewable resources like wind and solar are crucial for reducing system costs and empowering industrial development [4] - Increased investment in technology research and development is necessary to overcome critical technological bottlenecks [4] - Market-oriented reforms in the energy sector should be deepened to enhance the role of the market in resource allocation [4]
利好!浙江“十五五”规划建议:加大光伏等开发力度
Xin Lang Cai Jing· 2025-12-03 13:20
(来源:光伏产业网官微) 12月3日,据浙江发布消息,中共浙江省委关于制定浙江省国民经济和社会发展第十五个五年规划的建 议(以下简称"规划建议")发布。 规划建议明确,加快建设更高水平生态省,打造人与自然和谐共生的美丽浙江。 加快构建清洁低碳、安全可靠、高效节能的新型能源体系。持续提高新能源供给比重,加快甘电入浙、 华东深远海风电母港等重大能源项目建设,大力发展深远海风电,积极安全有序发展沿海核电,加大光 伏开发力度,推进抽水蓄能、新型储能有序发展。推进化石能源清洁高效利用,实施新一代煤电升级行 动。提高终端用能电气化水平,推动能源消费绿色化低碳化。 深入践行绿水青山就是金山银山理念,以碳达峰碳中和为牵引,加快经济社会发展全面绿色转型,以优 化产业结构、优化能源结构、优化交通运输结构和提升生态环境治理能力水平为着力点,深入实施绿色 低碳发展和能源保供稳价工程,协同推进降碳、减污、扩绿、增长,打造美丽中国先行省。 加快构建绿色低碳循环产业结构。深入推进生态环境分区管控,从严把好产业源头准入,严控高能耗、 高排放项目上马建设。大力推进高耗能行业绿色低碳转型,积极发展节能降碳、环境保护、资源循环利 用等绿色低碳产业 ...
探索绿色金融创新 碳市场助力应对气候变化
Jin Rong Shi Bao· 2025-12-03 02:24
近日,为期两周的《联合国气候变化框架公约》第三十次缔约方大会(COP30)在巴西贝伦闭幕。 期间,来自全球190多个国家和地区的代表们齐聚这座雨林城市,共商多项重要气候议题,呼吁全球共 同为应对气候危机寻找解决方案。 在COP30"中国角",生态环境部部长黄润秋多次介绍中国行动:中国已建成全球规模最大的清洁能 源体系与碳交易市场,覆盖全国60%以上的二氧化碳排放;可再生能源装机容量稳居世界第一,全社会 每消耗三度电中就有一度来自绿色能源;新能源汽车产销量连续十年居世界首位,绿色产业正成为高质 量发展的关键引擎。 在全球气候治理进程中,中国的承诺与行动既体现于可见成果,也深植于机制建设之中。 加快建设碳市场:减排如何成了"必修课" 党的二十大报告强调,要"加快发展方式绿色转型","推动形成绿色低碳的生产方式和生活方式"。 随着新时代我国社会主要矛盾转化,人民群众对优质生态产品和生态环境质量要求日益提高。在此背景 下,碳市场作为利用市场机制推动全面绿色转型的关键工具,其作用愈发凸显。 全国碳市场自2021年启动以来,政策体系持续完善,覆盖范围稳步扩大。根据世界银行集团2025年 6月发布的《2025年碳定价现状与 ...
本报评论员:学习贯彻习近平生态文明思想推进美丽中国建设取得新的重大进展
2025年深入学习贯彻习近平生态文明思想研讨会近日在厦门召开。在全党全国深入学习贯彻党的二十届 四中全会精神之际,会议紧扣"深入学习贯彻习近平生态文明思想,奋力推进美丽中国建设取得新的重 大进展"这一主题进行深入研讨交流,对于我们保持战略定力,增强必胜信心,自觉在大局中统筹谋划 和推进生态环境保护工作具有重要的指导意义。 党的十八大以来,我国生态文明建设从理论到实践都发生了历史性、转折性、全局性变化,美丽中国建 设迈出重大步伐,创造了举世瞩目的生态奇迹和绿色发展奇迹。这些成就的取得,根本在于习近平总书 记领航掌舵,在于习近平新时代中国特色社会主义思想特别是习近平生态文明思想的科学指引。 持续提升生态系统多样性稳定性持续性。要统筹推进重要生态系统保护和修复重大工程。严守生态保护 红线,加强生物多样性保护。强化对生态和环境的统筹协调和监督管理,开展生态保护修复成效评估。 完善多元化生态补偿机制,因地制宜拓展生态产品价值实现渠道。加强重要江河湖库系统治理和生态保 护。 推动构建美丽中国建设新格局。要持续深化生态文明体制改革,健全生态环境治理体系。完善美丽中国 建设实施体系和推进落实机制,统筹推进"美丽系列"建设,把 ...
奋力推进美丽中国建设取得新的重大进展——2025年深入学习贯彻习近平生态文明思想研讨会综述
坚持思想引领,推进习近平生态文明思想的体系化学理化阐释 党的十八大以来,我国生态文明建设从理论到实践都发生了历史性、转折性、全局性变化,美丽中国建 设迈出重大步伐,创造了举世瞩目的生态奇迹和绿色发展奇迹。 与会代表、学者表示,实践证明,习近平生态文明思想既是我们过去在生态文明建设上为什么能够取得 成功的密码,也是未来指引我们继续取得成功的法宝,必须深刻感悟这一伟大思想蕴含的真理力量和实 践伟力。 习近平生态文明思想是新时代谋划和推进生态文明建设的总方针、总依据和总要求。党的二十届四中全 会明确提出加快经济社会发展全面绿色转型,建设美丽中国。 在12月1日举行的2025年深入学习贯彻习近平生态文明思想研讨会上,与会专家、学者就深入学习贯彻 习近平生态文明思想,奋力推进美丽中国建设取得新的重大进展进行深入细致的研讨和精辟透彻的阐 述,进一步推动习近平生态文明思想的学习宣传、贯彻落实。 有关专家表示,要深刻把握"十五五"时期增强绿色发展动能的战略重点,更加注重统筹协调,在协同推 进降碳、减污、扩绿、增长中提升绿色发展新效能。 "降碳是牵引性目标,以碳达峰碳中和推动发展方式绿色低碳转型;减污是基础性任务,以精准科学依 ...
工信部部长李乐成:将推动大型企业集团实施绿色低碳供应链提升行动
Zhong Guo Dian Li Bao· 2025-12-02 08:45
在全球气候治理深化和能源革命加速的背景下,制造业绿色低碳转型已成为国际社会的普遍共识。习近 平主席提出"绿水青山就是金山银山"的理念,指引中国经济发展范式发生了根本转变。中国作为负责任 的制造业大国,以实现新型工业化为关键任务,把绿色低碳作为新型工业化的生态底色,协同推进降 碳、减污、扩绿、增长,为全球可持续发展贡献了中国智慧和解决方案。 2025年12月1日,《中国日报》刊发工业和信息化部党组书记、部长李乐成署名文章,题为《加快中国 制造绿色低碳转型 促进全球可持续发展》。 加快中国制造绿色低碳转型 促进全球可持续发展 工业和信息化部党组书记、部长 李乐成 强化绿色理念引领。理念是行动的先导,中国制造绿色转型的深层动力正是源于习近平生态文明思 想,"绿水青山就是金山银山"理念的提出,是对传统工业发展范式的超越,引领中国走上了高质量发展 与高水平保护并举之路。在科学理念指引下,中国构建了碳达峰碳中和"1+N"政策体系,将碳达峰碳中 和这一宏伟目标转化为可落地、可衡量的具体行动,通过绿色标准、绿色金融、碳交易市场等政策工 具,为绿色低碳转型创造稳定且可预期的市场环境。近年来,中国的经济发展对能源的依赖度逐步降 ...
业务A股唯一!年内第三大IPO,中国铀业明日上市会如何表现?
Mei Ri Jing Ji Xin Wen· 2025-12-02 08:30
Core Viewpoint - The upcoming IPO of China Uranium Industry is expected to perform well, given its strong fundamentals and the recent trend of new stocks in the market [5][7]. Company Overview - China Uranium Industry is the only company in A-shares engaged in domestic natural uranium mining and processing, playing a crucial role in China's natural uranium supply [1][2]. - The company is controlled by China National Nuclear Corporation and focuses on the comprehensive utilization of natural uranium and associated radioactive minerals [1][2]. Resource Control and Production - The company holds 17 mining rights for domestic natural uranium or uranium-molybdenum mines, located in regions rich in natural uranium resources [2]. - It ranks among the top ten natural uranium producers globally, with its Rosin uranium mine being the sixth largest in terms of production in 2022 [2]. Industry Context - The natural uranium mining business is positioned upstream in the nuclear industry supply chain, with increasing demand for natural uranium driven by the growth of nuclear power in China [3]. - China's nuclear power generation share has increased from 2.11% in 2013 to 4.73% currently, indicating significant growth potential compared to developed countries [3]. Financial Performance - The company is projected to achieve revenues of 10.535 billion yuan, 14.801 billion yuan, and 17.279 billion yuan for the years 2022, 2023, and 2024, with year-on-year growth rates of 18.3%, 40.49%, and 16.74% respectively [3]. - Net profits for the same years are expected to be 1.334 billion yuan, 1.262 billion yuan, and 1.458 billion yuan, with growth rates of 62.01%, -5.38%, and 15.58% respectively [3]. IPO Details - The IPO will issue 24.818 million shares, raising 4.44 billion yuan, with funds allocated to various projects and working capital [4]. - The company plans to invest 2.184 billion yuan in four natural uranium capacity projects and 693 million yuan in three projects for the comprehensive utilization of radioactive minerals [4]. Market Expectations - Recent trends indicate that new stocks have performed well on their debut, with an average first-day increase of 327.58% for new A-share listings [5][6]. - The expected price range for the first-day increase of China Uranium Industry is between 150.7% and 327.58% based on recent performance [6][7]. Valuation Insights - The dynamic price-to-earnings ratio for China Uranium Industry is 21.69, significantly lower than the average of 49.64 for comparable companies [6]. - The IPO price of 17.89 yuan per share is considered moderate, with similar stocks historically showing an average first-day increase of 279% [6].
中国铀业(001280) - 首次公开发行股票并在主板上市之上市公告书
2025-12-01 14:17
股票简称:中国铀业 股票代码:001280 中国铀业股份有限公司 China National Uranium Co., Ltd. (北京市通州区九棵树 145 号 26 幢 1 层) 首次公开发行股票并在主板上市 之上市公告书 保荐人(主承销商) (住所:北京市朝阳区安立路 66 号 4 号楼) 联席主承销商 (住所:广东省深圳市福田区中心三路 8 号卓越时代广场(二期)北座) 二〇二五年十二月 特别提示 中国铀业股份有限公司(以下简称"公司"、"本公司"、"发行人"、"中国铀业") 股票将于 2025 年 12 月 3 日在深圳证券交易所主板上市。 本公司提醒投资者应充分了解股票市场风险及本公司披露的风险因素,在新股上市 初期切忌盲目跟风"炒新",应当审慎决策、理性投资。 如无特别说明,本上市公告书中的简称或名词的释义与《中国铀业股份有限公司首 次公开发行股票并在主板上市招股说明书》(以下简称"招股说明书")中的相同。如本 上市公告书中部分合计数与各单项数据之和在尾数上存在差异,这些差异是四舍五入所 致。 1 第一节 重要声明与提示 一、重要声明及提示 本公司及全体董事、高级管理人员保证上市公告书的真实性 ...
第七届金麒麟环保行业最佳分析师第一名广发证券郭鹏最新研究观点:十五五低碳时代看好两大方面(附9股)
Xin Lang Zheng Quan· 2025-12-01 06:21
Core Insights - The article highlights the importance of green transformation and the opportunities in the environmental protection industry, particularly in waste management and recycling sectors [2][3]. Group 1: Industry Trends - The Chinese government is accelerating the green transformation of the economy, aiming for carbon peak and carbon neutrality, with a focus on pollution prevention and ecosystem optimization [2]. - The "14th Five-Year Plan" aims to establish around 100 national-level zero-carbon parks and achieve a utilization rate of approximately 4.5 billion tons of major solid waste by 2030 [2]. Group 2: Company Performance - Huanlan Environment expects a net profit of 1.605 billion yuan for the first three quarters of 2025, representing a year-on-year increase of 15.85%, with a 27.85% increase after excluding one-time gains [3]. - Longkun Technology and Jiaao Environmental reported a year-on-year growth of 40% and returned to profitability, respectively, in Q3 2025 [3]. - Wan Yi Technology experienced a remarkable year-on-year growth of 1033% in Q3 2025 [3]. Group 3: Dividend Trends - The environmental protection industry is transitioning into a mature phase, leading to increased dividend payouts, particularly in the solid waste sector, where 10 out of 12 companies increased their absolute dividend amounts [3]. - The average dividend payout ratio for the solid waste sector reached 42%, an increase of 10.6 percentage points year-on-year [3].