7月2日，上证指数全天低位窄幅震荡；深证成指、创业板指、科创50指数早盘低开低走，午后持续走 低。截至收盘，上证指数报3454.79点，跌0.09%，成交额5431.31亿元；深证成指报10412.63点，跌 0.61%，成交额8338.5亿元；创业板指报2123.72点，跌1.13%，成交额3937.85亿元；科创50指数报 982.64点，跌1.22%，成交额239.92亿元。沪深两市合计成交13769.81亿元，成交额较上一交易日减少 890.55亿元。 从行业来看，申万所属的31个一级行业，今日有8个行业主力资金呈现净流入，其中，电力设备行业主 力资金净流入最多，净流入金额为15.95亿元；行业主力资金净流入居前的还有农林牧渔、食品饮料、 有色金属等，净流入金额分别为8.24亿元、7.36亿元、4.18亿元。23个行业主力资金呈现净流出，其 中，电子行业主力资金净流出最多，净流出金额为90.03亿元；行业主力资金净流出靠前的还有计算 机、国防军工、医药生物、通信、机械设备等，净流出金额分别为59.81亿元、41.90亿元、30.82亿元、 29.46亿元、20.67亿元。 钢铁、煤炭等行业走强诚邦股份 ...

Core Viewpoint - The national carbon market in China is expanding its coverage to include more industries, with significant policy advancements in 2023 aimed at enhancing carbon emissions trading and promoting low-carbon technologies [1][2]. Group 1: Carbon Market Expansion - The national carbon emissions trading market has officially expanded to include the steel, cement, and aluminum industries, following the power generation sector [1][2]. - The government aims to gradually include key products from the petrochemical, chemical, paper, and aviation industries into the carbon market starting in 2026 [1][2]. - The expansion follows a "mature first, include first" principle, with scientific assessments submitted to the State Council for approval [1][2]. Group 2: Industry-Specific Insights - The cement industry was prioritized for inclusion due to its mature production processes and data foundation, while the aluminum smelting sector has a relatively low direct carbon emission impact [2]. - Approximately 730 steel enterprises are engaged in annual carbon emissions accounting, with long-process steel companies accounting for 90% of total emissions in the sector [2]. - The chemical industry presents complexities in product inclusion due to the variety of products and their respective emissions profiles, with over 200 million tons of key products currently reported [3]. Group 3: Paper Industry Dynamics - The paper industry, while not yet included in the carbon market, has a significant relationship with carbon emissions due to its energy consumption patterns, with coal accounting for 75% of its energy use [4]. - The industry utilizes self-owned power plants, which are already included in the carbon market, leading to potential challenges in accounting for emissions from self-generated steam [5]. - Opportunities for the paper industry include enhancing energy efficiency and utilizing biomass in self-owned power plants, which can contribute to carbon reduction efforts [6][7]. Group 4: CCER Mechanism and Development - The CCER (China Certified Emission Reduction) mechanism currently allows for a 5% offset in the carbon market, with an estimated demand of approximately 400 million tons post-expansion [9][10]. - The existing CCER methodologies cover limited sectors, necessitating the development of additional methodologies to meet the growing demand for carbon credits [9][10]. - Expanding methodologies to include waste treatment and other sectors can facilitate low-carbon transitions and enhance the overall effectiveness of the carbon market [10].

Core Viewpoint - Modern Dairy is actively promoting the use of new energy vehicles, specifically electric loaders, to align with national "dual carbon" strategies and enhance green, low-carbon development in its operations [1][3]. Group 1: Strategic Initiatives - The introduction of electric loaders is part of Modern Dairy's strategic layout in the new energy equipment sector, aimed at reducing carbon emissions and optimizing operational costs [3][11]. - The first batch of 20 electric loaders will be deployed in regions with significant electricity cost advantages, such as Inner Mongolia, to validate their adaptability and reliability [5][11]. Group 2: Environmental Impact - Electric loaders achieve "zero tailpipe emissions" during operation, with each unit estimated to reduce carbon dioxide emissions by over 60 tons annually, significantly improving environmental quality [8][9]. - The introduction of electric loaders contributes to a comprehensive green upgrade for the farms, enhancing sustainability and operational efficiency [7][11]. Group 3: Economic Benefits - The operational cost of electric loaders is notably lower, with initial data indicating a reduction of over 200,000 yuan in annual energy costs compared to traditional diesel models [9][10]. - The noise reduction from electric loaders creates a more comfortable environment for both cattle and employees, promoting a better working atmosphere [10][11]. Group 4: Future Outlook - Following the successful operation of the initial batch, Modern Dairy plans to expand its new energy equipment initiatives and collaborate with other manufacturers to replicate success across more farms [13]. - The commitment to green practices is becoming a defining characteristic of Modern Dairy's high-quality development strategy [13].

贝壳财经记者获悉，随着《中国(浙江)自由贸易试验区大宗商品资源配置枢纽建设方案》正式出台，浙 江自贸试验区绿色燃料加注业务迎来新机遇。宁波海关深入推进"智关强国"行动，立足大港优势，聚集 制度创新，通过助推绿色燃料加注业务迅猛发展，不断巩固宁波舟山港全球第四大船供油港地位。今年 以来，在宁波海关监管下，浙江自贸区宁波片区完成LNG(液化天然气)加注20艘次，加注量5.37万吨， 同比增长超11倍，稳居全国港口前三甲；完成保税生物燃料油加注10艘次，加注量2.6万吨。 新京报贝壳财经讯(记者俞金旻)7月2日记者从宁波海关获悉，当日6时许，在宁波舟山港北仑港区，随 着供油船完成对"马士基育鲲"轮约4219吨保税生物燃料油加注，宁波舟山港刷新了国内单次最大船用生 物燃料油加注纪录。 据悉，此次加注的B24保税生物燃料油是由生物燃料和传统低硫燃料油按照一定比例调和而成，具有可 再生、绿色低碳等优势，能够减少约20%的碳排放量，是国际公认的绿色清洁燃料。因其与现用船舶发 动机兼容，无需改造现有船舶动力设备即可直接使用，对航运业绿色转型具有重要意义。为保障此次保 税生物燃料油顺利加注，宁波海关所属大榭海关靠前服务，帮助企 ...

Group 1 - The Xi'an East Station, a key railway passenger hub in Northwest China, has completed the concrete structure topping, marking the full completion of the main framework and transitioning to the steel structure roof and decoration phase [1] - Xi'an East Station is a critical node in the national "eight vertical and eight horizontal" high-speed rail network, featuring a large scale of 13 platforms and 27 lines, leading the Northwest region [1] - The construction team, including China Railway Third Bureau, has implemented a low-carbon, green construction philosophy, focusing on structural integrity over decoration, which has resulted in high-quality exposed concrete with reduced construction waste [1] Group 2 - The project utilizes a "digital twin" construction system developed by China Railway Third Bureau, enabling intelligent real-time control of the concrete mixing and curing process through an IoT platform [2] - An innovative "bridge-building integration" structural system has been applied, featuring self-developed intelligent tensioning and grouting equipment for the largest prestressed box girder in China, achieving automated and high-precision control [2] - The construction of Xi'an East Station has entered the "fine decoration" phase for underground structures, with a focus on precision craftsmanship to accelerate the development of this important hub in the Belt and Road Initiative [2]

Core Viewpoint - Saudi Aramco is actively promoting low-carbon fuels through its partnership with F1, showcasing its commitment to sustainability and innovation in the automotive industry [1][2]. Group 1: Event and Collaboration - Saudi Aramco hosted a special screening event for the movie "F1: Drive to Survive" in Shanghai, inviting guests to experience the excitement of racing [1][4]. - The company is the exclusive supplier of advanced sustainable fuels for F2/F3 racing, having developed and supplied these fuels for all 52 cars since 2023 [1]. - In 2025, Saudi Aramco will supply 100% advanced sustainable biomass fuel that meets the International Automobile Federation (FIA) standards for F2/F3 events [1]. Group 2: Fuel Development and Environmental Impact - Saudi Aramco is collaborating with F1 to develop fuel formulations aimed at achieving 100% use of advanced sustainable fuels in F1 racing by 2026 [1]. - The company is also working with global partners on synthetic fuel projects, which are expected to reduce lifecycle carbon emissions compared to conventional fuels [1]. - The demand for low-carbon fuels is urgent, as the number of internal combustion engine vehicles worldwide has surpassed 1.4 billion [2].

Core Viewpoint - The implementation of a standardized system for green and low-carbon transformation in the industrial and information sectors is set to reshape consumer behavior and drive industry innovation [1][2][3] Group 1: Policy and Standards - The Ministry of Industry and Information Technology has issued a plan to advance green low-carbon standardization, which is crucial for industrial upgrades and consumer life [1] - New standards in the home appliance sector link energy efficiency ratings directly to carbon emissions, allowing consumers to easily identify eco-friendly products [1] Group 2: Consumer Behavior and Market Impact - The new standards are expected to significantly increase the market share of high-efficiency appliances, with projected retail shares for 2024 showing 88.6% for air conditioners and 84.2% for refrigerators in online sales [1] - Consumers are empowered to make informed choices, leading to a shift from passive compliance to proactive innovation among companies [1][2] Group 3: Cross-Industry Opportunities - The upgrade of standards is transforming the entire consumption ecosystem, with examples in the clothing and automotive sectors promoting sustainable practices [2] - Green standards are creating cross-industry consumption opportunities, such as "zero-carbon restaurant" certifications in the food industry and reduced packaging waste in logistics [2] Group 4: Consumer Empowerment and Transparency - The integration of payment platforms with standard databases allows consumers to track their green purchases and their impact on carbon reduction [2] - Smart appliances now offer features to check the carbon footprint of products, fostering a new generation of environmentally conscious consumers [2] Group 5: Broader Implications - The green low-carbon standards serve as a bridge between industrial transformation and consumer welfare, promoting sustainable development through everyday choices [3]

创新驱动 打造智能应用标杆场景 "创新是数字化转型的核心驱动力，我们在生产与营销两端积极构建智能应用标杆场景。"心连心集团数 智化中心总监樊慧峰说。 据介绍，在生产端，依托心连心智能制造平台，融合5G、物联网、大数据技术，实现人、机深度互 联，动态管控与智能决策并举。通过实时数据采集与分析，生产过程中的各项参数得以精准监控和优化 调整，提高了生产效率和产品质量，保障"安、稳、长、满、优"高效运行。 在营销端，心连心集团积极响应国家政策，大力推进数字农业建设。通过水肥一体化运营子系统，融合 新一代卫星遥感影像、大数据等信息化技术，以地块单元为中心，构建"省—市—县—乡"四级穿透的农 业基础大数据平台，涵盖耕地面积、农户、土壤肥力、区域种植结构、气候趋势等多维度数据，让农民 足不出户就能种地、施肥。 在化工产品正由基础原料向高端新材料方向延伸的当下，老牌煤化工企业如何加快数字化转型？ 在河南省政府日前召开的加快数字化转型推动制造业高质量发展工作推进会上，河南心连心化学工业集 团股份有限公司（简称心连心集团）负责人给出了他们的答案——探索和实践创新驱动、技术赋能和生 态协同，围绕"1+6+N"数字化架构（1个工业互 ...

Group 1 - The core viewpoint emphasizes the importance of implementing ecological environment protection measures and addressing issues identified by the Central Ecological Environment Protection Supervision Team [1][2] - Companies such as Shenghai Salt Chemical Co., Tongyuan Chemical Co., and Yinbao Salt Industry Co. have been identified for illegal discharge of pollutants [1] - The provincial government is focusing on enhancing daily supervision and ensuring that similar issues do not recur, alongside conducting comprehensive assessments and risk evaluations of polluted areas [1][2] Group 2 - The government is urging all relevant departments to improve political awareness and detail the rectification work, setting clear goals, timelines, and measures for each identified issue [2] - There is a call for accountability and strict enforcement of regulations to ensure thorough rectification, alongside the establishment of a long-term ecological environment protection mechanism [2] - The initiative includes promoting green and low-carbon industries, enhancing modern ecological governance, and supporting the construction of wastewater treatment facilities [2]

Core Insights - The rapid growth of green electricity trading in Guizhou is highlighted by a 282% year-on-year increase in contracted green electricity volume in the first five months of this year, reaching 107 billion kilowatt-hours [1] - Guizhou's green electricity trading volume surged from 0.8 billion kilowatt-hours in 2022 to 7.9 billion kilowatt-hours in 2023, with projections of 33.64 billion kilowatt-hours for 2024, reflecting a 326% year-on-year increase [2] - The expansion of renewable energy capacity and the enhanced role of the electricity trading center are key drivers of this growth, with total installed capacity in Guizhou expected to exceed 30 million kilowatts by 2025 [2] Green Electricity Market Growth - The number of green electricity consumers in Guizhou has reached 551, with the majority concentrated in industries such as electrolytic aluminum and chemicals, where electrolytic aluminum accounts for over half of the total transaction volume [3] - Guizhou Moutai has emerged as a leader in green electricity consumption, purchasing over 100 million kilowatt-hours of green electricity, equivalent to creating 70,000 acres of carbon sink forest [4] Economic and Environmental Impact - The increase in green electricity consumption reflects a growing awareness among companies of their social responsibilities and the economic benefits of green energy [5] - The establishment of a green certificate trading mechanism complements green electricity trading, providing a way for market participants to fulfill renewable energy consumption obligations [6] Future Developments - The Guizhou Electricity Trading Center is focused on expanding the green electricity and green certificate market, optimizing the trading process, and enhancing resource allocation to support the green low-carbon transition [7] - Efforts will continue to promote the use of green electricity across various sectors, encouraging long-term trading agreements to mitigate market price volatility [7]