5月19日晚间，索通发展（603612）发布公告，公司与阿联酋环球铝业公司(以下简称"EGA")正式签署 《联合开发协议》。双方计划成立合资公司，在阿拉伯联合酋长国建设阳极生产厂及相关基础设施，其 中一期产能达30万吨/年，二期考虑新增30万吨/年产能。此次合作不仅是公司国际化战略布局的重要里 程碑，也为全球铝产业链的协同发展注入新动能。 从电解铝供给端来看，国内方面，为了控制产能过剩、减少环境污染以及促进产业升级，我国自2017年 起实施电解铝产能总量控制政策，国内合规产能上限锁定在4500万吨，新增产能审批严格。与此同时， 全球电解铝需求呈增长趋势。根据国际铝业协会报告，2020至2030年，全球铝需求将增长近40%，从 2020年的8620万吨增长至2030年的1.195亿吨，年均复合增速3.3%。 创新驱动构筑多维护城河，预焙阳极龙头屡获认可 EGA选择与索通发展进行战略合作，本质上是对公司实力的深度认可，以及对中国企业智造创新能力 的全球化验证。作为预焙阳极龙头企业，也是铝用碳素行业首家且唯一的一家上市公司，索通发展坚持 创新驱动发展战略，加速培育新质生产力，在国际化布局、规模成本优势、产品技术创新 ...

√业绩说明会 □媒体采访 □现场参观 证券代码：834639 证券简称：晨光电缆 公告编号：2025-042 浙江晨光电缆股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承 担个别及连带法律责任。 一、 投资者关系活动类别 □特定对象调研 □新闻发布会 □分析师会议 □路演活动 □其他 二、 投资者关系活动情况 活动时间：2025 年 5 月 16 日 活动地点：全景网"投资者关系互动平台"（https://ir.p5w.net） 参会单位及人员：通过网络方式参加公司 2024 年年度报告业绩说明会的投 资者 上市公司接待人员：1、公司董事长、总经理：朱水良； 2、公司董事、财 务总监：杨友良；3、公司董事、副总经理、董事会秘书：朱韦颐；4、保荐代表 人：黄曦。 三、 投资者关系活动主要内容 本次业绩说明会通过年报视频解读的方式对公司 2024 年度经营情况进行 了介绍。同时，公司在业绩说明会上跟投资者进行了互动交流，并就投资者普 遍关注的问题进行了回复，主要问题及回复如下： 1、您好！请介绍一 ...

9 型在 470 4% 29th 第29 20 May 在本届世界燃气大会上，北京市发展和改革委员会、市投资促进服务中心、北京节能环保中心专门设立"绿色北京会客厅"。据悉，会客厅将全面呈现过去十 年北京在生态、产业、能源、交通等十个领域绿色发展取得的突出成效，以及未来十年北京打造国际绿色经济标杆城市工作目标和建设路径，朝阳、房山、 昌平、大兴和经开区也将结合各自优势，宣传推介各具特色的产业支持政策。 5月20日，第29届世界燃气大会（WGC2025）在北京国家会议中心二期正式开幕。本届世界燃气大会以"赋能可持续未来"为主题，于5月20日至23日举行， 将举办以全球能源转型、能源与金融等为主题的8场主论坛，包括时事辩论、行业洞见、技术创新等内容的70余场平行论坛，来自70多个国家和地区的3000 余名政府官员、能源企业高管、国际组织代表及专家学者将齐聚北京。 首次落地中国 据悉，世界燃气大会是国际燃气联盟旗下三大旗舰会展活动之一，每三年举办一届，被誉为全球燃气行业的"奥林匹克大会"。世界燃气大会于1931年首次亮 相英国伦敦，至今已成功举办28届。第29届世界燃气大会首次落地中国，并选择在北京举办。 开幕式上， ...

万劲松在致辞中说，我国能源生产和消费持续增长，基础设施日益完善，"全国一张网"基本建成，天然气调配和应急能力显著增强。深地、深水、非常规资 源开发不断取得突破，有力带动天然气产量增长。当前，绿色低碳转型已成大势，他提出四点倡议：以国际民生为基础，提升保障能力；以生态优先推动绿 色发展；以数字化赋能能源体系；以多边合作完善治理机制。他说，要坚持开放合作、互利共赢，携手构建安全高效、清洁低碳的全球能源体系。 潘彦磊在致辞时表示，道达尔能源在保持传统油气市场优势的同时，积极参与全球能源转型，致力于2050年实现碳中和的目标。作为全球领先的综合能源企 业，道达尔将继续深化国际协作，推动构建多元清洁、安全可持续的能源未来。 FACTLII NUME III AN/ V 0 @ 7 C 49 qb e e ... 0 e WGC2025 BEIJING 19-23 MAY CNPC 中国石油 电脑思想 lilar IGU VENTURE GLOBAL PARTNER 9 北京燃气 d Allau Jack QatarEnergy T T 29th World Gas C support both the lGU and ...

近年来，交通运输部不断加强港口标准化工作，通过统一设施设备标准、规范作业流程、优化资源配 置、保障安全质量，为建设高效智能、安全绿色的一流港口筑牢根基，以标准化建设促进港口高技术创 新、高水平开放、高质量发展，进而为提升港口综合竞争力、畅通国际物流通道发挥着基础和引领作 用。针对港口安全生产关键环节和不同货物作业特点，发布港口作业安全要求等系列强制性国家标准， 有效提升港口的安全管理水平；制定区块链技术应用、物流作业数据交换、电子单证应用、设备远程操 控标准，提升港口的运营效率和智能化水平，加速港口数字化转型；通过制定港口岸电应用、码头二氧 化碳排放核算和绿色港口评价相关标准，有效降低港口的环境影响，推动港口绿色低碳转型。 交通运输部20日举行5月例行新闻发布会。会上，交通运输部科技司司长徐文强表示，交通运输部大力 推进实施《国家综合立体交通网规划纲要》，在建设世界一流港口方面取得了显著成效。我国港口货物 吞吐量和集装箱吞吐量多年稳居世界第一。 会上，有记者问，近年来，交通运输部持续推动建设一流港口，促进全球航运经贸协同发展，港口标准 化工作在其中发挥了怎样的作用？ 对此，徐文强表示，交通运输部大力推进实施《 ...

5月18日上午，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"专题研讨会在成 都举办。中国工程院院士钟登华、许唯临，中国大坝工程学会副理事长兼秘书长汪小刚，水电水利规划 设计总院副院长赵增海等院士专家出席会议。院士、专家指出，雅砻江流域水风光一体化基地开发建 设，为我国大型流域水风光蓄一体化开发建设提供了经验和方案，建议加快雅砻江国家首个水风光一体 化示范基地建设，为全世界绿色低碳转型做示范。 雅砻江流域水风光一体化基地是国家"十四五"规划纲要明确的我国九大清洁能源基地之一，是国家首个水风光一体化示范基 地。 中国工程院院士钟登华： "雅砻江流域引领行业向更加高效、安全、绿色的方向发展" 近年来，雅砻江流域在数字化、智能化应用方面开展了卓有成效的探索和实践。两河口水电站采用"施 工全过程智能化技术"建成300米级超高堆石坝工程；卡拉水电站构建覆盖全业务、全流程和全要素的 工程智能建设平台；柯拉光伏电站创新运用智能跟踪支架融合AI技术，实现光伏设备智能化运维。 钟登华表示，数字化、智能化是清洁能源技术发展的必然趋势，也是优质高效建设雅砻江流域水风光一 体化基地的重要保障。 "加快基地开发建设 ...

来源：光明网 光明网讯在全球低碳转型的大背景下，航空业在推动全球碳减排的过程中，扮演着重要角色。根据国际 能源署的数据显示，全球交通运输行业碳排放量占全球人均碳排放总量的22%，其中航空业碳排放量占 2.5%。记者了解到，可持续航空燃料（以下简称SAF）替代石油基航空煤油，全生命周期平均可减少 80%的二氧化碳排放，具有能量密度高、制备方式灵活、与现有航空动力系统兼容度高等优势。 5月19日，空客在北京举行可持续航空燃料媒体交流会，探讨可持续航空燃料的发展进程。空客可持续 航空燃料与碳移除生态系统负责人克莱尔·考夫曼（Claire Kauffmann）表示，中国原料资源种类丰富， 据预测，到2030年，中国可持续航空燃料每年可获得量将支撑起高达1200万吨的潜在产能，有巨大的发 展空间，中国强大的制造能力和工程执行力确保了可持续航空燃料产业的快速推进和高效建设。 可持续航空燃料及其生产过程必须遵循一系列国际可持续性标准。这些标准涉及的领域包括：有效减少 温室气体排放、保护碳储量、维护土壤、空气和水体的质量、合理使用废弃物和化学品、确保整个供应 链的可追溯性、保护自然生态、防止森林砍伐，以及保障人权、土地与劳动 ...

Core Insights - The article highlights the significant role of transformation finance in supporting traditional industries in Guangdong to achieve green and low-carbon production, particularly in the ceramics sector [1][2][3] Group 1: Transformation Finance Implementation - Guangdong has accelerated the development of transformation finance under the "dual carbon" goals, becoming a key force in promoting the green low-carbon transition of traditional industries [1] - The People's Bank of China Guangdong Branch is set to release the first transformation finance standards for the ceramics industry in September 2024, providing a framework for financial institutions to support low-carbon transition projects [2] - A total of 1.7 billion yuan in credit has been signed between eight financial institutions and eight ceramics companies, with 1.37 billion yuan already disbursed for transformation loans [3] Group 2: Product Innovation and Financial Tools - Transformation finance is characterized by product innovation that meets diverse financing needs of enterprises, with various specialized credit products being developed to support green transitions [4] - Guangdong banks have introduced dynamic pricing transformation finance products linked to carbon emissions, effectively incentivizing high-carbon enterprises to reduce emissions [5] - By the first quarter of 2025, Guangdong banks had launched 44 specialized credit products, disbursing a total of 32.44 billion yuan in transformation finance loans [5] Group 3: Collaborative Mechanisms and Policy Support - Guangdong has established a collaborative mechanism that combines professional agency credit enhancement with policy leverage to effectively implement transformation finance [6] - The region is exploring fiscal and financial policy synergies to guide resources towards green low-carbon transitions, including subsidies and risk compensation for enterprises [7] - The breakthrough in transformation finance standards provides a feasible path for the green transition of "brown industries," demonstrating the integration of financial innovation with industrial transformation [7]

Economic Growth and Policy Implementation - The national economy has shown resilience and stable growth in April, supported by proactive macro policies that effectively respond to external shocks [1][2] - Major production demand indicators have seen significant growth compared to the previous year, with industrial value-added increasing by 6.1% year-on-year in April [2] - Fixed asset investment has also expanded, with a year-on-year growth of 4% in the first four months [2] Trade and External Resilience - Despite a challenging international environment, China's foreign trade has maintained steady growth, with total goods import and export value increasing by 2.4% year-on-year in the first four months [3] - Trade with countries involved in the Belt and Road Initiative has grown by 3.9%, indicating a diversification in trade partnerships [3] Consumer Market Dynamics - The consumer market has shown stable growth, with retail sales of consumer goods increasing by 4.7% year-on-year in the first four months, supported by policies promoting consumption [4] - The "old for new" consumption policy has positively impacted sales in various categories, with significant year-on-year growth in household appliances and communication equipment [4] New Economic Drivers - New consumption drivers are emerging, with online retail and instant retail gaining popularity, leading to a 5.8% year-on-year increase in physical goods online retail sales [4] - The high-tech manufacturing sector has also seen robust growth, with a 10% year-on-year increase in value-added for high-tech manufacturing in April [3] Policy Effectiveness and Future Outlook - The effectiveness of macro policies has been evident, with a focus on stabilizing employment, businesses, and market expectations to ensure sustainable economic development [5][8] - The government aims to enhance consumer capacity and improve the consumption environment to further unlock consumption potential [5]

Group 1: Market Growth and Trends - The International Energy Agency's report indicates that emerging markets like Asia and South America are becoming centers for electric vehicle (EV) sales growth, with total sales expected to increase by over 60% year-on-year in 2024 [1] - In Latin America, electric vehicle sales are projected to reach 412,493 units in 2024, with pure electric vehicle sales growing by 139.3% and plug-in hybrid vehicle sales increasing by 156.1% [1] - In Brazil, Chinese brand electric vehicles accounted for 91.4% of imported EV sales in the first half of 2024, generating sales worth $1.2 billion [2] Group 2: Consumer Acceptance and Preferences - Brazilian consumers are increasingly recognizing Chinese brands for their cost-effectiveness and environmental benefits, with a notable increase in sales of brands like Chery [2] - In Mexico, Chinese brands such as JAC and Geely saw a 63% increase in sales in 2024, capturing a market share of 19.5% [2] - Costa Rica leads Latin America in electric vehicle ownership per capita, with 34.3 electric vehicles per 10,000 people, and six out of the top ten best-selling models being Chinese [2] Group 3: Infrastructure and Policy Support - The acceleration of electric vehicle adoption in Latin America is attributed to tax incentives, improved charging infrastructure, and heightened consumer awareness of environmental issues [3] - By 2028, it is predicted that electric vehicles will account for 10% to 20% of new passenger car sales in Latin America [3] Group 4: Public Transportation Electrification - Over 6,000 electric buses are currently operating in Latin America, primarily from Chinese brands like BYD and Yutong [4] - In Brazil, the first fully electric bus line was launched in 2021, featuring buses from BYD [4] - Chinese electric taxis are rapidly gaining popularity in major Colombian cities, contributing to significant reductions in carbon emissions [4] Group 5: Localization and Strategic Partnerships - Chinese automakers are focusing on local production and technological innovation to enhance cooperation and mutual growth in the Latin American market [7] - Great Wall Motors plans to establish a factory in São Paulo, Brazil, aiming for local production to reach 60% within three years [7] - MG Motors is set to build a manufacturing plant and R&D center in Mexico, positioning it as a hub for the Latin American market [7] Group 6: Economic and Employment Impact - BYD aims to sell 80,000 vehicles in Mexico by 2025 and plans to create approximately 10,000 jobs with a new manufacturing facility [8] - Peru has established the first "Luban Workshop" in Latin America to train technical talent in the electric vehicle sector, enhancing cooperation in green industries [8] Group 7: Broader Economic Implications - The rise of Chinese electric vehicles in Latin America reflects an upgrade in Sino-Latin American economic cooperation, with a focus on sustainable economic development [9] - Chinese automakers are not only providing green transportation solutions but also introducing advanced EV industry chains and technologies to Latin America, promoting local industry transformation and job creation [9]