Core Viewpoint - The event highlighted the importance of data as a core engine driving the steel industry's transition from traditional high-energy consumption models to digital, green, and intelligent transformation, emphasizing significant value in carbon management, product innovation, and supply chain collaboration [1][4]. Group 1: Company Initiatives - HeSteel Digital, a subsidiary of HeSteel Group, has been focusing on digital transformation and has recently won the "Technical Innovation Award" in the green low-carbon track at the 2024 "Data Element ×" national finals for its carbon-neutral digital solution [3][4]. - The company has launched the WesCarber carbon-neutral digital platform, which is based on the national WeShyper industrial internet platform and aims to support enterprises in energy-saving and carbon reduction strategies [4]. Group 2: Technological Advancements - The WeShyper platform has connected 530,000 devices and deployed over 3,000 industrial applications and 3,400 industrial mechanism models, providing robust IoT data access, big data analysis, and AI decision-making capabilities for the steel industry's green transformation [4]. - Data value is realized through three main aspects: creating precise carbon profiles, optimizing processes using algorithm models for energy consumption and carbon emission predictions, and promoting industry collaboration through a carbon management platform [4]. Group 3: Industry Challenges and Recommendations - Current challenges in the green low-carbon sector include an incomplete national carbon footprint database, barriers in supply chain data acquisition, and insufficient data quality and transparency affecting international recognition [5]. - Recommendations include improving the carbon footprint data system, establishing national data collection standards, implementing a policy transition period, and enhancing data quality supervision to increase credibility and international acceptance [5].

Core Viewpoint - The launch of the world's first cultural paper futures options, specifically the胶版印刷纸期货期权, marks a significant milestone in China's paper industry risk management and supports the green and low-carbon transformation of the sector [2]. Group 1: Market Impact - The introduction of胶版印刷纸期货 and期权 is expected to enhance price transparency, continuity, and public accessibility, providing better market references and risk management tools for production companies and end customers [2]. - The new financial derivatives will create a linkage with pulp futures, increasing operational flexibility and cost control for companies within the industry [2]. Group 2: Company Involvement - 建发股份 has actively participated in the initial trading of胶版印刷纸期货 and期权, demonstrating its commitment to the futures market [2]. - The company has established a comprehensive delivery network, with its subsidiaries receiving approval for胶版印刷纸期货 delivery warehouses and delivery factory qualifications [2]. Group 3: Future Outlook - 建发股份 aims to maintain a "professional, efficient, and stable" operational philosophy, ensuring the safe, standardized, and efficient operation of delivery services while promoting the prosperity of the pulp and paper futures market [3].

Core Insights - The global natural gas market is expected to gradually stabilize in 2024 amidst geopolitical conflicts, price fluctuations, and green transitions [1] - China, as the largest natural gas importer and consumer, has made significant achievements in consumption growth, supply security, and infrastructure development, while also showcasing distinctive features in system reform, technological innovation, and low-carbon integration [1] Group 1: Market Performance and Consumption - In 2024, China's natural gas consumption is projected to grow by 7.3% year-on-year, increasing its share in the primary energy consumption structure to 8.8%, highlighting the critical role of natural gas in energy transition [2] - The consumption structure is continuously optimizing, with significant growth in urban gas, industrial fuel, and power generation sectors, particularly in the transportation sector where LNG heavy truck sales have reached record highs [2] - Domestic natural gas exploration has achieved breakthroughs, with new proven geological reserves exceeding 1.6 trillion cubic meters and production reaching 246.5 billion cubic meters, with unconventional gas production surpassing 100 billion cubic meters for the first time, accounting for 44.5% of total production [2] Group 2: Technological Innovation - The industry has seen substantial advancements in technology, including breakthroughs in deep drilling, electric fracturing equipment, and seabed seismic exploration systems, with a focus on domestic production [3] - The integration of artificial intelligence with the oil and gas industry is accelerating, promoting a deep transition towards intelligent and green operations [3] - Innovative models for multi-energy collaboration and low-carbon utilization, such as "natural gas + green electricity" and "hydrogen blending," are being demonstrated across various sectors [3] Group 3: Institutional Innovation and Market Dynamics - The natural gas industry is advancing market-oriented reforms, with significant progress in the "X+1+X" market system across the industry chain [4] - The competitive bidding system for mining rights has deepened, with over 70 companies now registered for mining rights, fostering a multi-competitive landscape [4] - The establishment of the National Pipeline Network Group has led to the basic formation of a "national network," enhancing operational efficiency and market participation [4] Group 4: Pricing Mechanisms and Downstream Market - The report indicates an expanding market-oriented pricing range for gate station prices, with most gas sources now subject to market pricing [5] - The Shanghai and Chongqing natural gas trading centers are experiencing continuous growth in trading volume, enhancing price discovery and resource allocation capabilities [5] - The revised "Natural Gas Utilization Management Measures" aims to prioritize natural gas for civil use, efficient industries, and low-carbon sectors, while restricting inefficient and high-consumption projects [5] Group 5: Future Outlook and Challenges - The natural gas industry is expected to face new opportunities and challenges under the dual requirements of high-quality development and energy security, with a projected consumption growth of 2%-3% this year [6] - The industry anticipates a continuous increase in domestic production, with unconventional gas's share expected to rise further [6] - The implementation of the "Energy Law of the People's Republic of China" will provide a solid legal foundation for future reforms, focusing on market-oriented mineral rights transfer and price linkage mechanisms [6] Group 6: Green Transition and International Cooperation - The green low-carbon transition is set to accelerate, with technologies like CCUS, hydrogen blending, and biogas seeing large-scale applications [7] - Infrastructure smart construction and digital transformation will be key to enhancing operational efficiency and safety [7] - China aims to actively participate in global natural gas governance, promoting long-term agreements and trade diversification to enhance international resource control and influence [7]

（二）扩大国内有效需求。依托能源领域重大工程项目，稳定电力装备需求。加快推进陆上大型风电光 伏基地，推动海上风电规范有序建设，积极推进风电和光伏发电分布式开发、水风光一体化开发。继续 实施煤电"三改联动"，推进新一代煤电改造建设，稳妥有序淘汰落后产能。积极稳妥推动重大水电建 设，积极有序开发建设抽水蓄能。稳步推进核电开发，积极安全有序推动一批沿海核电项目核准建设。 优化全国电力系统设计，核准建设一批重点电力互济工程。推进智能微电网建设和电源电网侧储能应 用，提高电网对清洁能源接纳、配置和调控能力。 （三）积极开拓国际市场。积极参与全球能源绿色低碳转型，加强绿色基建、新型基建等领域合作，拓 展电力装备海外市场。发挥好双多边合作机制作用，深化与新兴市场国家在风电、光伏、储能等领域全 产业链合作,引导企业合理有序开展海外布局，强化产品质量，打造电力装备品牌形象。支持电力领域 对外承包工程合作，鼓励能源开发企业、装备制造企业、金融机构组团出海。深化国际合作，鼓励零部 件制造企业积极融入海外供应链。 积极安全有序推动一批沿海核电项目核准建设。 9月12日，工业和信息化部、市场监管总局、国家能源局印发《电力装备行业稳增长 ...

Core Viewpoint - China National Offshore Oil Corporation (CNOOC) has successfully implemented its "14th Five-Year Plan," achieving significant milestones in energy security, green transformation, and technological innovation, with confidence in meeting all targets by the end of the year [2][3]. Group 1: Energy Security and Production Growth - CNOOC has completed its oil and gas reserve increase and production "seven-year action plan" two years ahead of schedule, contributing over 70% of the national crude oil increase last year [4]. - The company has made breakthroughs in deep-water exploration and development, enhancing its understanding of marine resources and achieving significant discoveries in previously unexplored areas [4][5]. - CNOOC's integrated collaboration has led to record production levels, with the Bohai Oilfield aiming to exceed 40 million tons this year and the South China Sea East Oilfield surpassing 20 million cubic meters annually [5]. Group 2: Green Development Initiatives - CNOOC has achieved year-on-year reductions in energy consumption and carbon emissions since the start of the "14th Five-Year Plan" [6][7]. - The company has implemented a comprehensive green development strategy, focusing on carbon reduction, pollution control, and energy structure transformation [7][8]. - Major projects, such as the offshore oilfield shore power project, have been completed, and the company has exceeded national energy efficiency targets in refining and chemical sectors [9]. Group 3: Technological Innovation and New Energy Development - CNOOC has received national awards for its technological advancements in deep-water gas field development and oil and gas exploration [11]. - The company has developed key technologies and equipment, enhancing its capability to convert marine resources into tangible production [11][12]. - CNOOC is actively investing in strategic emerging industries, with a 21.8% increase in investment in these sectors, and is focusing on digital transformation and artificial intelligence applications [12].

9月11日，中国饭店协会行业成果发布暨签约活动在服贸会举办。作为2025年服贸会的重要成果，会议 发布《住宿企业ESG管理体系要求》，获商务部认可。美团旅行作为ESG标准起草单位，积极践行ESG 治理，共同发布倡议，并获得标准证书。 中国饭店协会副会长丁志刚表示："住宿餐饮行业是扩大内需、拉动增长、促进消费的重要领域。"针对 新趋势，协会在积极培育新消费市场、提升行业含"绿"量，并以标准化引领高质量转型，促进AI+新消 费发展。 ▲中国饭店协会副会长丁志刚：提升行业含"绿"量，引领高质量转型（图源：中国饭店协会） 丁志刚表示，今天通过服贸会平台链接世界，面向全球分享"中国饭店协会首发首秀的研究成果和合作 项目"，聚焦"降碳、减污、扩绿、增长"，共同践行ESG治理体系，大力发展绿色饭店，协同推动数智 化转型，实现高质量发展。 美团酒店民宿事业部负责人何潇表示："美团旅行积极参与中饭协《住宿业企业 ESG 评价指南》《住宿 业企业 ESG 管理体系要求》标准建设，倡导更多酒店开启'低碳住'。通过科技驱动、行为引导和行业 协同，开创'平台+酒店集团'联合推进 ESG 实践新模式，构建'平台、酒店、用户'三位一体的绿 ...

据了解，项目全容量并网发电后，有助于充实产业"含绿量"、提升发展的"含金量"。数据显示，该 项目年均发电量约35亿度，每年可节约标准煤124.9万吨，减少二氧化碳排放约300万吨；通过"自发自 用"模式，项目为包头铝业提供了稳定、清洁的绿色电力，有助于大幅降低用电成本，提升企业市场竞 争力。 中铝集团有关负责人表示，未来集团将以达茂旗120万千瓦新能源项目全容量并网为契机，统筹推 进扩绿、兴绿、护绿工作，坚定不移走绿色低碳、低成本运营和数字化转型之路。"我们将持续优化产 业布局与结构，推动绿色能源与冶炼产业深度融合。"这位负责人说。（记者王希） 记者从中国铝业集团有限公司获悉，日前，中铝集团旗下包头铝业燃煤自备电厂可再生能源替代达 茂旗120万千瓦项目实现全容量并网。此举标志着这家我国有色金属行业领军企业在绿色化、低碳化转 型之路上迈出了重要一步。 对于电解铝产业而言，没有电，就没有铝。推动实现从"用煤发电、用电炼铝"转向实现"能源转 型、绿电炼铝"，是行业节能减碳的关键抓手。 包头铝业规划发展部部长武建斌介绍，企业打造的"源网荷储一体化"系统，包含自备火电、异地新 能源、园区绿电直供、分布式光伏、电网、储能 ...

证券日报网讯塔牌集团（002233）9月11日发布公告，在公司回答调研者提问时表示，水泥作为公司的 主业，未来公司仍将聚焦水泥主业，加快推进企业绿色低碳转型，不断提高企业竞争力，巩固区域龙头 优势。同时，公司将继续加强水泥窑协同处置固废环保业务的发展和管理，充分发挥公司水泥生产线的 良好区位优势，如公司惠州龙门生产基地更靠近珠三角，具有固废运输距离更短的优势，且珠三角良好 的经济基础将会有更多更充足的固废供处置；公司梅州生产基地受制于石灰石品位质量问题，在处置铝 灰渣方面具有天然的、不可比拟的优势，可以真正彻底实现铝灰渣的无害化处置；公司将进一步扩宽固 废来源和渠道，扩大处置范围和品类，减少中间环节，提高处置能力，增加处置收益，不断做大环保产 业的营收和利润规模，努力打造成为业绩体量更大、更可持续的新产业（300832）。此外，公司将加快 推进新兴产业发展工作，努力培育新的增长点。通过产业投资基金和二级市场对拟发展业务相关的投资 标的积累相关行业知识和经验，为公司可能的产业投资进行探索和提供借鉴，在这个发展过程中公司会 结合企业实际情况稳妥推进，降低投资风险。 ...

Core Points - China Bank Beijing Branch signed a strategic cooperation agreement with Beijing Infrastructure Investment Co., Ltd. with an intended cooperation amount of 120 billion yuan [1][3] - The collaboration aims to enhance financial services in line with Beijing's urban development and strategic layout, contributing to high-quality economic growth [3] Group 1: Strategic Cooperation - The agreement focuses on deepening the strategic partnership between China Bank Beijing Branch and Beijing Infrastructure Investment Co., Ltd. [3] - Both entities will leverage their respective advantages and resources to collaborate on areas such as capital construction, green finance, technological innovation, digital transformation, and low-carbon transition [3] Group 2: Organizational Roles - China Bank Beijing Branch is committed to supporting the construction of Beijing's "Four Centers" and enhancing financial service supply [3] - Beijing Infrastructure Investment Co., Ltd. plays a crucial role in financing and managing infrastructure projects, particularly in capital rail transit, aiming to develop a world-class rail transit group [3]

Core Insights - Shanghai has engaged in green electricity cooperation with 16 provinces, conducting over 180 inter-provincial green electricity transactions since 2025, with a total transaction volume of 7.6 billion kilowatt-hours, accounting for 90% of Shanghai's total green electricity consumption of 8.39 billion kilowatt-hours [3] - High green electricity consumption enterprises face challenges regarding cost and availability, necessitating a comprehensive approach to green electricity purchasing strategies alongside carbon reduction goals [3] - The demand for green electricity is rising among major consumers, leading to a supply-demand imbalance in Shanghai [3] Group 1: Green Electricity Consumption Trends - The top 100 enterprises in China for green electricity consumption are primarily from energy-intensive industries, with Baowu Steel, JinkoSolar, and Covestro leading the list [4] - Baowu Steel's green electricity trading volume has increased annually, with approximately 1.132 billion kilowatt-hours in 2022, 2 billion kilowatt-hours in 2023, and projected 2.2 billion kilowatt-hours in 2024 [4] Group 2: Corporate Strategies for Green Electricity - Covestro aims for net-zero emissions by 2035, with green electricity being crucial for this goal, despite a slight decrease in green electricity usage ratio at its Shanghai facility [6][10] - Covestro's Shanghai facility consumed around 1 billion kilowatt-hours annually, with green electricity usage exceeding 40% in 2023 but dropping to 31% in 2024 [6] - To ensure stable green electricity supply, Covestro is diversifying its procurement strategies, including engaging with various power companies and participating in different types of green electricity transactions [7] Group 3: Energy Efficiency and Renewable Energy Integration - Companies are encouraged to enhance energy efficiency and integrate renewable energy sources, such as solar power, to increase green electricity usage [8][10] - Covestro has implemented digital transformation to optimize energy use and reduce carbon emissions, achieving stable energy consumption while increasing production capacity [9] - The construction of self-owned solar power facilities is a strategy to gradually increase green electricity usage, with Baowu Steel planning significant solar projects [10] Group 4: Market Dynamics and Policy Support - Shanghai is actively working to meet the growing demand for green electricity by introducing external resources and expanding local resources, with plans for significant renewable energy projects [14] - The city aims to achieve a solar power installation capacity of 10 million kilowatts by 2030, currently reaching 5.5 million kilowatts [14] - Innovative applications, such as integrating solar power with industrial development and urban ecology, are being promoted to enhance local green electricity supply [14]