国际大坝委员会第28届大会研讨水风光蓄一体化基地建设 智通财经5月18日电，国际大坝委员会第28届大会暨第93届年会"水风光蓄一体化基地建设"专题研讨会5 月18日在四川成都举行。与会专家围绕全球绿色低碳转型背景下，雅砻江流域水风光蓄一体化基地开发 建设的探索与经验进行交流研讨。四川省能源局局长邓超说，四川具备水风光蓄一体化开发的先天优 势，目前正规划建设金沙江上游、金沙江下游、雅砻江流域、大渡河中上游等4个水风光一体化基地。 (新华社) ...

Core Viewpoint - The shipping sector is experiencing a significant rebound due to the recent reduction in tariffs between China and the U.S., leading to increased stock prices and a surge in shipping demand [1][6]. Group 1: Market Performance - Several listed companies in the shipping sector have seen their stock prices rise sharply, with China National Aviation's stock increasing over 19% on May 15, and its price doubling over four trading days [1]. - The average booking volume for container shipments from China to the U.S. has surged by 277% as of May 14, indicating strong market demand [1]. - In Q1 2025, the shipping sector's top 10 companies reported an average revenue of 8.89 billion yuan, a year-on-year increase of 14.5%, and an average net profit of 1.56 billion yuan, up 35.3% [2][3]. Group 2: Company Performance - Leading companies like China COSCO Shipping Holdings reported a net profit of 11.695 billion yuan in Q1 2025, a 73.12% increase year-on-year, while Jinjiang Shipping's net profit surged by 187.07% to 357 million yuan [2][3]. - China Merchants Port has expanded its global port layout, completing a 51% equity transfer for an Indonesian project and signing an agreement for a Brazilian oil terminal project [5]. Group 3: Operational Trends - The shipping sector is witnessing a diversification in operations, with companies like China COSCO Shipping Ports reporting a 367% increase in overseas terminal profits, driven by contributions from the Mediterranean and Middle East regions [4][5]. - The trend towards green and low-carbon transformation is notable, with several companies investing in methanol-powered vessels and reducing carbon emissions [5]. Group 4: Future Outlook - The recent tariff reductions are expected to lead to a surge in shipping demand, particularly in the Asia-Europe and trans-Pacific routes, as companies rush to mitigate costs and meet delivery deadlines [6][10]. - Analysts predict that the shipping sector is at a turning point, with potential for significant growth as traditional shipping seasons approach and demand rebounds [10].

国家能源局有关领导在致辞中表示，当前，全球绿色低碳转型加速推进，大力发展可再生能源已成 为国际社会的普遍共识。绿证既是可再生能源绿色电力的"身份证"，也是企业能源转型、主动承担 社会责任的"承诺书"，既是应对国际贸易壁垒的"通行证"，也是企业增加绿色收益、提升形象和产 品竞争力的"增值卡"。近两年来，随着绿证制度加快完善，我国已构建起全范围覆盖、全周期闭 5月12日，"中国绿证：畅行中国 走向世界——绿证走进粤港澳大湾区"活动在广东深圳举行。活动 现场举行了全球绿色电力消费倡议（RE100）全面认可中国绿证宣布仪式，发布了2024年粤港澳 绿色电力（绿证）消费报告。来自国家能源局、地方政府、电力交易中心、国际组织、粤港澳三地 企业及智库等单位的200余位嘉宾出席活动，共商绿证市场高质量发展之路。 气候组织首席执行官海伦•克拉克森高度赞扬中国在可再生能源领域取得的突出成就。她指出，气候 组织发起的RE100倡议是一项全球企业可再生能源倡议，汇集了约430家致力于100%使用可再生 电力的大型企业。气候组织协助中国相关部门推动中国绿证体系全面符合RE100技术准则，意味着 无论是中国企业还是国际RE100成员及其 ...

Core Viewpoint - The global green electricity consumption initiative RE100 has fully recognized China's green certificate system, which is expected to accelerate the green transformation of numerous enterprises and marks a significant step in the global renewable energy transition [1][2]. Group 1 - The RE100 initiative, launched by the Climate Group, includes approximately 430 large companies committed to using 100% renewable electricity [1]. - The recognition of China's green certificate system allows both Chinese enterprises and international RE100 members to confidently adopt green certificates, facilitating the verification of renewable energy procurement [1]. - The green certificate serves multiple purposes: it acts as an "identity card" for renewable energy, a "commitment letter" for corporate responsibility, a "pass" against international trade barriers, and a "value-added card" for enhancing corporate image and product competitiveness [2]. Group 2 - China's green certificate system has been in place since 2017 and has evolved into a comprehensive lifecycle management system that includes registration, issuance, trading, application, and cancellation of green certificates [2]. - The system has been designed to be transparent, efficient, and effective across all stages, contributing to the growing acceptance of green electricity consumption [2]. - The event mentioned is the first stop of the "1+N" series of promotional activities for green certificates, indicating a structured approach to increasing awareness and implementation of the green certificate system [2].

Summary of Key Points Core Viewpoint - The company has signed a cooperation framework agreement with Huajun New Energy to develop centralized wind power projects, aiming to leverage mutual strengths and promote regional economic development [3][6][10]. Group 1: Agreement Details - The cooperation framework agreement was signed on May 16, 2025, and is a strategic document outlining the intent for collaboration [4][5]. - The agreement allows the company's wholly-owned subsidiary to acquire at least 51% of the equity in three project subsidiaries of Huajun New Energy [7]. - The cooperation period is set for 10 years, with the possibility of extension upon mutual agreement [8]. Group 2: Project Focus and Goals - The collaboration will focus on developing specific wind power projects, including the Yizhang Donggualing Phase II, Guiyang Yuehe expansion, and Linwu County Jinshiling projects, which will connect directly to the company's power grid [6][10]. - The partnership aims to reduce overall electricity procurement costs and accelerate the company's transition to green and low-carbon energy [10]. Group 3: Impact on Company Operations - The agreement does not specify any financial amounts, and the impact on the company's future performance will depend on the progress and implementation of the specific projects [2][10]. - The cooperation will not alter the company's main business or operational scope, nor will it affect its independence or harm shareholder interests [2][10].

Core Viewpoint - The unconditional recognition of China's green certificate by the RE100 initiative significantly enhances the authority, recognition, and influence of China's green certificate in the international community, boosting confidence in its consumption [1][4]. Group 1: Green Certificate Overview - The green certificate serves as the only proof of renewable energy's environmental attributes in China, with one unit equating to 1,000 kilowatt-hours of renewable energy [1]. - It acts as a "passport" for enterprises to address international trade barriers, while also enhancing their green revenue and product competitiveness [1]. Group 2: Applications of Green Certificates - Green certificates are utilized for green electricity consumption, supporting large events and enhancing corporate social responsibility disclosures [2]. - They also play a role in energy consumption accounting and carbon emission calculations, linking with carbon control systems [2]. Group 3: Market Development and Statistics - The green certificate market in China has rapidly developed, with significant purchases reported, such as over 73,000 certificates purchased by a company in the Yangtze River Delta, equating to 73 million kilowatt-hours of renewable energy [2]. - In the Guangdong-Hong Kong-Macao Greater Bay Area, green certificate transactions exceeded 1 million in the first quarter, accounting for three-quarters of the national total [3]. Group 4: International Recognition and Impact - The RE100 initiative's recognition of China's green certificate marks a new stage in its internationalization, with major international companies like BMW and Apple among the top consumers [3][4]. - This recognition is expected to accelerate the green transformation of numerous enterprises and enhance the green competitiveness of Chinese exports [4]. Group 5: Future Development Strategies - The National Energy Administration emphasizes the need to cultivate the market, stimulate demand, and promote mandatory consumption of green certificates to support the creation of green supply chains [5]. - There is a focus on establishing a standard system for green certificates and enhancing communication with RE100 to facilitate better service for Chinese enterprises [5].

Core Viewpoint - The event "China Green Certificate: Smoothly Connecting China to the World - Green Certificate Entering the Guangdong-Hong Kong-Macao Greater Bay Area" held in Shenzhen emphasizes the importance of green certificates in promoting renewable energy consumption and facilitating high-quality market development in China [2][4]. Group 1: Green Certificate Market Development - The green certificate serves as an "identity card" for renewable energy and a "commitment letter" for enterprises to undertake social responsibility, while also acting as a "pass" to address international trade barriers and enhance green revenue [4]. - In the first quarter of this year, the Guangzhou Power Trading Center's green certificate transactions exceeded 10 million, accounting for approximately three-quarters of the national total, with total green electricity transactions nearing 1.3 trillion kilowatt-hours, surpassing the total of the previous two years [4]. - To achieve high-quality development of the green certificate market, it is essential to stimulate demand, promote mandatory consumption, and support the establishment of a green industrial supply chain [4]. Group 2: Role of Southern Power Grid - The Guangdong-Hong Kong-Macao Greater Bay Area is a load center for Southern Power Grid, with a clean energy supply structure being established, where renewable energy capacity has exceeded 200 million kilowatts [6]. - Southern Power Grid has achieved a non-fossil energy electricity ratio of 55% and is actively promoting the issuance of green certificates across the network [6]. - The green certificate market is being enhanced through policy promotion and demand matching, with a notable trend of "green electricity from the West to the East" [6]. Group 3: International Recognition and Impact - The RE100 initiative, which includes around 430 large enterprises committed to 100% renewable electricity, has fully recognized China's green certificate system, facilitating easier verification for both Chinese and international companies [7]. - The recognition of China's green certificates by international enterprises like BMW and Apple enhances the credibility and demand for these certificates, thereby increasing the green competitiveness of Chinese export enterprises [9]. - The event highlighted the significant role of China's green certificate in the global renewable energy transition, marking a crucial step forward [7][9]. Group 4: 2024 Green Electricity Consumption Report - The event released the 2024 Guangdong-Hong Kong-Macao Green Electricity Consumption Report and a TOP100 enterprise list, showcasing the market's development and the active participation of various stakeholders [11]. - A total of 40 billion kilowatt-hours of green electricity transaction intentions were reached during the signing ceremony, indicating strong market engagement [11]. - Discussions on the application of green certificates in global supply chains, carbon accounting, and green finance were held, contributing to the high-quality construction of the green certificate market [11].

5月15日，市委理论学习中心组举行集体学习，重温习近平总书记2023年5月17日在听取陕西省委和 省政府工作汇报时的重要讲话，围绕深入学习贯彻习近平总书记历次来陕考察重要讲话重要指示精神， 结合学习领会党的十八大以来深入贯彻中央八项规定精神的成效和经验，推动党的作风建设取得新成 效，开展交流研讨。 省委常委、市委书记方红卫主持并讲话。市人大常委会主任韩松，市政协主席王吉德，市委常委贠 笑冬、杨建强、仵江作交流发言。市委副书记李婧出席。 大家一致认为，要深学细悟习近平总书记历次来陕考察重要讲话重要指示精神，贯通落实"五个扎 实""五项要求""四个着力"等重要要求，锚定"六个打造"奋斗目标，全力推动"深化六个改革"重点工作取 得明显成效，以实干实绩坚定拥护"两个确立"、坚决做到"两个维护"。 会议强调，要进一步落实好"着力强化科技创新、建设现代化产业体系"重要要求，以西安区域科技 创新中心建设为统领，做好统筹工作、融合文章、环境营造；进一步落实好"着力推动城乡融合发展、 促进共同富裕"重要要求，统筹新型城镇化和乡村全面振兴，扎实推进区域协调发展；进一步落实好"着 力推动发展方式绿色低碳转型、提升生态文明建设水平" ...

据悉，博孜—大北气田是塔里木油田继克拉—克深气田后发现的又一个万亿立方米级大气区，也是西气 东输和南疆利民管网的主力气源地之一。近年来，气田在快速上产过程中，采出水量大幅提升，日产水 量达3700立方米，传统的"重力沉降+除油+回注"水处理模式已难以满足环保治理需求。 "采出水处理一直是生产中的难题，传统的处理方式成本高。该试验项目通过技术创新，将气田采出水 转化为氢和锂等高附加值的新能源材料，实现经济效益和环境效益双赢。"塔里木油田塔西南勘探开发 公司新能源项目管理部党委书记徐庆磊说。 采出水提锂制氢试验项目主要是将油气开采过程中产生的高污染废水，通入特定电解槽进行化学反应， 直接产出氢气用于现代工业或者作为燃料。采出水在电解过程中被浓缩，锂元素浓度升高，再通过提锂 工艺，产生新能源电池的核心材料。 2024年11月，塔里木油田塔西南勘探开发公司与西南石油大学合作开展气田采出水电解制氢提锂科研攻 关，为光伏绿电制氢、提锂、二氧化碳合成甲醇等项目落地提供技术储备。今年2月，该团队先后在博 孜—大北气田完成水质化验分析、实验室制氢小试，初步证实气田的采出水经过简单絮凝沉降后，可直 接进入电解槽制取氢气。 采出水 ...

粤港澳大湾区同样是培育绿证市场的先锋队和主力军。今年一季度，广州电力交易中心绿证交易突破1 亿张，约占全国的四分之三，绿电绿证交易合计接近1300亿千瓦时，超过前两年的总和。 "粤港澳大湾区是南方电网的负荷中心，也是我国对外开放的前沿窗口，绿色电力消费需求十分旺 盛。"南方电网公司党组成员、副总经理王绍武表示，南方电网持续优化以调度运行计量系统和交易中 心数据为基础的绿证核发机制，拓展绿证应用场景，绿证"西绿东输"趋势显著，政策保障与市场工具协 同效应凸显。 如今，绿证代表绿色电力消费的理念日渐深入人心。易跃春说，中国绿证制度经过不断健全完善，目前 已形成了包含"建档立卡、绿证核发、绿证交易、绿证应用、绿证核销"的全生命周期溯源管理体系，推 进绿证各项管理规范化、科学化。 在近日"中国绿证：畅行中国走向世界——绿证走进粤港澳大湾区"活动上，国际绿色电力消费倡议组织 （RE100）宣布无条件认可中国绿证，明确企业使用中国绿证不需要再提供额外证明。这一重大成果， 有力彰显了中国绿证在国际社会的权威性、认可度和影响力，将极大提振中国绿证消费的信心。 绿证是我国可再生能源电量环境属性的唯一证明，1个绿证单位等于100 ...