Core Viewpoint - The Shanghai Cooperation Organization (SCO) Energy Ministerial Meeting emphasizes the importance of collaborative energy innovation and sustainable development among member countries, focusing on technology research, digital transformation, and green low-carbon development [1][2]. Group 1: Energy Cooperation and Innovation - Representatives from SCO member countries and international energy companies believe in leveraging the SCO platform to enhance consensus on energy innovation and sustainable supply [1]. - The Chinese National Energy Administration highlights the complementary resource and technological advantages among SCO countries, advocating for energy cooperation based on resource complementarity and green transformation [1][2]. - The report from the China Petroleum Group Economic and Technological Research Institute outlines a collaborative framework involving industry, supply, value, and information chains to promote coordinated development [2]. Group 2: Strategic Goals and Future Outlook - The Russian Energy Minister expresses confidence in the potential for new energy project collaborations among SCO countries, which will enhance the organization's capabilities in energy technology [2]. - The report emphasizes the need for a balanced development of traditional fossil fuels and non-fossil energy, advocating for market mechanisms and technological innovation to drive industry advancement [3]. - The focus on deepening green low-carbon cooperation is seen as a core pathway to achieving sustainable development within the SCO framework [3].

工业和信息化部办公厅印发《关于深入推进工业和信息化绿色低碳标准化工作的实施方案》，其中提 出，加快补齐资源综合利用标准短板。围绕冶金渣、化工渣、工业副产石膏、赤泥等大宗工业固废，制 修订源头减量技术标准和评价标准，以及综合利用技术和产品标准，着力推动大宗工业固废在制备建筑 材料、路基材料等领域的规模化应用。加快制定无废园区、无废企业相关标准，引导重点行业工业园区 和企业加快无废化转型。积极推动退役光伏组件、风机叶片等新型固废精细化拆解和低成本、规模化综 合利用标准制定，拓展新型固废综合利用新路径和新场景。持续完善新能源汽车废旧动力电池综合利用 标准体系，加快电动自行车废锂离子蓄电池综合利用标准研究。加大再生资源综合利用技术和产品标准 供给，拓展标准适用产品种类和规格。加强重要机电产品再制造技术标准制修订。 ...

Core Viewpoint - The Ministry of Industry and Information Technology has issued an implementation plan to promote green and low-carbon standardization in the industrial and information sectors, emphasizing the cultivation of green low-carbon industries and the establishment of relevant standards [1] Group 1: Green Low-Carbon Industry Standards - The plan aims to strengthen the standard guidance for the cultivation of green low-carbon industries [1] - It includes accelerating the revision of standards for industrial green microgrids, clean low-carbon hydrogen applications, efficient utilization of medium and low-temperature waste heat, and long-life high-safety energy storage batteries [1] - There is a focus on increasing the utilization of renewable energy and new energy in the industrial sector [1] Group 2: Key Technology Standards Research - The initiative promotes research on common key technology standards for various types of heterogeneous combustible solid waste as alternative fuels, inert electrodes, new catalysts, green synthesis, carbon dioxide resource utilization, and carbon fixation [1] - The plan emphasizes the need to accelerate the establishment of standard systems in fields such as photovoltaics, new energy vehicles, green computing, green shipping, green aviation, green power equipment, green light industry, and environmental protection equipment [1] - This effort aims to support the cultivation of new driving forces for green development [1]

智通财经6月27日电，工业和信息化部办公厅印发《关于深入推进工业和信息化绿色低碳标准化工作的 实施方案》。其中提出，做好标准与规划政策衔接，推动工业和信息化绿色低碳标准与相关规划、产业 政策等同步研究、部署、实施，加强先进绿色低碳技术标准转化。鼓励将标准实施评估结果作为政策规 划落实的重要依据。鼓励将绿色低碳标准纳入检验检测、政府采购、招投标等活动，持续提升标准应用 效能。鼓励利用科研和产业化专项等加大对绿色低碳标准化建设的支持力度，积极引导社会力量参与相 关标准化工作。 工信部：鼓励将绿色低碳标准纳入检验检测、政府采购、招投标等活动 ...

Group 1 - The Guangdong Provincial Energy Sales Association held its fourth council meeting and the 2024 Annual Awards Ceremony for Outstanding Contributions in the Energy Industry on June 26, 2025, in Guangzhou [1][7] - The meeting emphasized the implementation of the "Four Revolutions, One Cooperation" energy security strategy and the importance of supporting national energy security and promoting green and low-carbon transformation [7][9] - The meeting was attended by over 60 enterprises, including central energy enterprises and provincial state-owned enterprises, highlighting the collaborative efforts within the industry [7][9] Group 2 - The annual work report presented by the Executive Vice President and Secretary-General of the Association, He Yudan, covered various aspects such as party leadership, consensus building, and member services [9] - The meeting included a handover ceremony for the rotating president, transitioning from Guangzhou Port Co., Ltd. to Guangzhou Development Energy Logistics Group Co., Ltd. for the year 2025 [11][15] - The association recognized 26 outstanding enterprises and 36 individuals for their contributions in areas such as supply chain stability and emergency supply capacity, aiming to strengthen risk awareness and service consciousness in the energy sector [19][31]

规模方面，新能源ETF近1周规模增长709.44万元，实现显著增长。数据显示，杠杆资金持续布局中。新能源ETF最新融资买入额达110.52万元，最新融资余 额达3007.45万元。 值得注意的是，该基金跟踪的中证新能源指数估值处于历史低位，最新市净率PB为2.05倍，低于指数近5年86.91%以上的时间，估值性价比突出。 截至2025年6月27日 10:56，中证新能源指数上涨0.93%，成分股星源材质上涨9.70%，罗博特科上涨4.99%，天齐锂业上涨4.68%，爱旭股份上涨4.12%，赣锋 锂业上涨3.31%。新能源ETF(159875)上涨0.68%。拉长时间看，截至2025年6月26日，新能源ETF近1周累计上涨4.02%。 流动性方面，新能源ETF盘中换手1.93%，成交1696.97万元。拉长时间看，截至6月26日，新能源ETF近1年日均成交3560.70万元。 数据显示，截至2025年5月30日，中证新能源指数前十大权重股分别为宁德时代、阳光电源、隆基绿能、中国核电、三峡能源、特变电工、亿纬锂能、华友 钴业、通威股份、赣锋锂业，前十大权重股合计占比44.89%。 以上内容与数据，与有连云立场无关 ...

Core Viewpoint - The 2025 Energy Conservation Promotion Week emphasizes "energy conservation and efficiency improvement" as a key to green transformation across various sectors, with a focus on the petrochemical industry as a major energy consumer and carbon emitter [1] Group 1: Energy Consumption and Efficiency Goals - In 2024, China's primary energy consumption reached 5.96 billion tons of standard coal, with oil and natural gas import rates exceeding 70% and 40% respectively, highlighting energy security risks [2] - The State Council's "2024-2025 Energy Conservation and Carbon Reduction Action Plan" sets a target for over 30% of energy-efficient capacity in refining, ethylene, synthetic ammonia, and calcium carbide industries by the end of 2025, while controlling crude oil processing capacity to within 1 billion tons [2] - The National Development and Reform Commission's plan aims to achieve energy savings of approximately 2 million tons of standard coal and a reduction of 5 million tons of carbon dioxide emissions through energy conservation and carbon reduction transformations in the refining industry [2] Group 2: Local Government Initiatives - Gansu Province's 2022 plan mandates that by 2025, over 30% of petrochemical and chemical enterprises must meet energy efficiency standards, listing 11 key renovation projects [3] Group 3: Corporate Actions and Commitments - China National Petroleum Corporation signed a "Key Areas Energy Conservation and Carbon Reduction Commitment" during the Energy Conservation Promotion Week, showcasing the industry's commitment to green transformation [4] - Since the 14th Five-Year Plan, China National Petroleum has achieved energy savings of 3.51 million tons of standard coal and saved 40.5 million cubic meters of water, exceeding planned targets [4] - Qilu Petrochemical has implemented strict energy consumption assessment indicators and energy monitoring systems to enhance energy efficiency and reduce costs [4] Group 4: Employee Engagement in Energy Conservation - A mechanism for employee participation in energy conservation is being established in chemical enterprises, with initiatives like "suggestion savings jars" and the "three checks and three adjustments" operational method being promoted [5] Group 5: Digital and Innovative Solutions - The Shanghai Chemical Industry Park showcases an integrated wastewater treatment model that reduces carbon consumption to 1/40 of traditional methods, benefiting over 70% of enterprises [6] - The Kaos Smart Energy Dual Carbon Park solution demonstrates the potential of digital empowerment, achieving an average energy saving rate of over 30% across 18 industrial parks and 55 interconnected factories [7]

Group 1 - China's ecological civilization construction is focusing on carbon reduction, with a shift towards a dual control system for carbon emissions and intensity [1] - The energy utilization efficiency has significantly improved, with a continuous decline in carbon dioxide emission intensity [1] - In Jiangxi's Jiujiang Chaisang District, an energy company processes around 2,000 tons of waste daily, generating approximately 1.1 million kWh of electricity for eight surrounding enterprises [1] Group 2 - By the end of May, the installed capacity of wind and solar power in China accounted for 45.7% of total installed capacity, surpassing that of coal-fired power [2] - The installed capacity of photovoltaic power has historically exceeded 1 billion kW, reflecting the optimization of China's energy structure [2] - A national-level green factory in Xi'an has reduced energy consumption per unit of output by over 30% in the past three years [2] Group 3 - The concept of green development is becoming more ingrained in society, as seen in Shenyang's metro system introducing a carbon points platform to encourage green commuting [3] - Since 2012, China's energy consumption intensity has decreased by over 26%, equivalent to saving 1.4 billion tons of standard coal and reducing carbon dioxide emissions by approximately 3 billion tons [3] - During the 14th Five-Year Plan period, energy consumption intensity and carbon emission intensity are projected to decrease by 3.8% and 3.4% respectively in 2024 [3]

Core Viewpoint - The meeting emphasized the importance of integrating ecological civilization into the development strategy, highlighting the need for a harmonious coexistence between humans and nature, guided by Xi Jinping's ecological civilization thought [1][2]. Group 1: Policy and Framework - The establishment of a comprehensive policy, standard, and regulatory framework for the integration of production, life, and ecology is essential [2]. - There is a focus on the scientific layout of urban functional spaces to promote the efficient and innovative use of resources [2]. Group 2: Environmental Protection Initiatives - The meeting underscored the commitment to protect the Qinling Mountains, with an emphasis on regular inspections and socialized protection efforts [2]. - Actions to protect wild flora and fauna, particularly wild birds, are prioritized to maintain biodiversity and ecological balance [2]. Group 3: Pollution Control and Ecological Restoration - A strong emphasis was placed on combating pollution, particularly in the context of improving air quality and ensuring the success of the "Blue Sky Defense War" [2]. - The need for comprehensive management of river and lake systems, along with ecological restoration projects, was highlighted [2]. Group 4: Green Development and Carbon Neutrality - The promotion of green and low-carbon transformation is a key focus, with initiatives like the "Double Carbon" action plan for Xi'an being implemented [2]. - The application of green technologies and the development of strong green competitiveness are essential for sustainable growth [2].

Group 1 - The "Zero Carbon Trailer Platform" was launched in Shanghai, marking the first deployment of a "zero carbon fleet" as part of the national low-carbon day activities [1][2] - The platform is developed by Pan-Asia Shipping's subsidiary, Jixiangyun, in collaboration with BYD and E-Dianchong, integrating digital technology to achieve zero carbon emissions in container transportation [5][6] - The platform offers a comprehensive service including order management, vehicle scheduling, transportation tracking, and data analysis, ensuring a sustainable operation through a robust energy support network [5][6] Group 2 - The Hongkou District is accelerating the construction of the "North Bund Green Service Development Experimental Zone," focusing on green economic development and urban operations [7][8] - Approximately 800 green low-carbon enterprises are concentrated in the region, with significant breakthroughs in green industry innovations, such as the first methanol refueling ship and the world's first electric container ship [7][8] - The North Bund Green Low-Carbon Service Industry Alliance was established to foster a collaborative ecosystem for green services, involving over 60 member units and promoting business matching and service implementation [8][9] Group 3 - Hongkou is implementing various green initiatives, including distributed photovoltaic power generation projects and energy-efficient building renovations, achieving significant energy savings and emissions reductions [9][10] - The district is actively supporting the establishment of dual-carbon standards, with a significant portion of Shanghai's standards being initiated or drafted by local entities [10] - The "Hongkou Model" is being developed as a blueprint for Shanghai's transformation into a modern international metropolis that harmonizes human and nature [10]