【深圳商报讯】（记者李佳佳）6月6日，深圳市市场监督管理局"世界认可日"主题系列活动揭开帷幕， 当日活动主题为"认证认可检验检测：供应链协同发展"。市内认证检测机构、行业协会、企业代表等齐 聚一堂，围绕认证认可在提升供应链韧性、推动绿色转型与内外贸协同中的关键作用展开深入探讨，并 见证多项重要成果落地。 （文章来源：深圳商报） 活动现场，全省首个"质量认证科普基地"正式揭牌。该基地创新采用科普视频、趣味互动、展览展示等 多维形式，生动解析质量认证与食品、化妆品、CCC产品等日常消费品的紧密关联，深入浅出阐释认证 在提升产品质量、保障消费安全、服务经济发展中的核心价值。 "湾区认证"作为粤港澳三地共建的高品质认证品牌，通过"一次认证，三地通行"机制，有效赋能企业提 质增效、拓展市场，提振消费信心，推动产业优化升级与深度融合。今年以来，深圳市市场监督管理局 聚焦优势产业与产品，整合深圳标准认证、"圳品"等资源开展宣传培训，已有众多企业积极申请湾区认 证。 活动现场，中国质量认证中心深圳分中心与深圳市臻好商业有限公司（"圳品"线上运营综合服务商）签 署湾区认证推广合作意向书，双方将加大合作力度，共同推动"湾区认证" ...

Economic Confidence Index - The economic confidence index for June is reported at 50.50, indicating a return above the neutral line of 50 [1][4][27] Economic Predictions for May - The average prediction for the CPI year-on-year growth in May is -0.13%, while the PPI is predicted to be -3.06% [2][10] - The predicted year-on-year growth for social retail sales in May is 4.85%, down from 5.1% in April [12] - The predicted year-on-year growth for industrial added value in May is 5.85%, lower than the previous month's 6.1% [13] - The predicted year-on-year growth for fixed asset investment in May is 3.96%, slightly lower than the previous month's 4% [14] - The predicted year-on-year growth for real estate development investment in May is -10.21% [16] - The predicted trade surplus for May is $971.38 billion, with exports expected to grow by 4.97% and imports declining by -0.61% [17] Monetary Policy and Financial Data - Economists expect the monetary policy to remain accommodative, with little change anticipated in reserve requirements and interest rates in June [21] - The average prediction for new loans in May is 9704.55 billion yuan, a significant increase from the previous month's 2800 billion yuan [18] - The predicted total social financing for May is 2.34 trillion yuan, higher than the previous month's 1.16 trillion yuan [19] - The predicted M2 year-on-year growth for May is 8.08%, up from 8% in April [20] Exchange Rate and Foreign Reserves - The predicted exchange rate for the RMB against the USD at the end of June is 7.17, with an expected average of 7.13 by the end of the year [22] - The forecast for foreign exchange reserves at the end of May is $32,911.89 billion, with an expected increase to $32,917 billion by the end of the month [23] Policy Outlook - Future macroeconomic policies are expected to maintain a steady and proactive approach, focusing on structural tools to support key sectors like AI and green technology [24][26] - The government is anticipated to accelerate the implementation of existing policies and introduce new measures to stimulate consumption and investment [29][31]

以"走向碳中和之路"为主题的2025上海国际碳中和技术、产品与成果博览会（以下简称"碳博 会"）6月7日闭幕。 本届碳博会，300余家企业在4万平方米的空间里汇成一片"绿色海洋"。探访其中，记者发现，越来越多的中国 企业已将"双碳"这一"必答题"视为争优的"加分题"。距离"碳达峰"目标还有5年，企业在"被动合规"之外，更多 了些"主动谋势"，通过搭建"绿色护城河"，为未来竞争抢占先机。 而盈碳科技的起源，便是河钢集团内部的低碳转型。2023年起，盈碳科技开始面向市场独立运行，并将碳中和 数字化平台与人工智能等新兴技术融合。"尤其是2025年钢铁行业纳入全国碳排放权交易市场体系后，越来越 多企业有了这些需求。"盈碳科技相关负责人说。 当下，全球正投身绿色转型浪潮中。中国企业的国际化发展迎来以ESG为核心的新机遇。通过主动对接国际 ESG标准，中企不仅能突破绿色贸易壁垒，更能从政策、标准和技术等维度，将可持续发展理念转化为持久的 市场竞争优势。 安永大中华区可持续发展报告与鉴证服务主管合伙人刘国华告诉证券时报记者，当前国际ESG监管日趋严格， 领先企业普遍建立了政策动态跟踪机制，将ESG合规纳入战略规划，并通过参 ...

Investment Rating - The report assigns a "Buy" rating for the company, marking its first coverage [6]. Core Views - The company is a leading global ship leasing firm with five core advantages: strong backing from China Shipbuilding Group, an excellent business model combining fixed and flexible income, early green transformation with 89% of its fleet being energy-efficient vessels, good qualifications leading to low financing costs (3.56% in 2024), and a high dividend yield exceeding 7% [4][14]. Industry Overview - The ship leasing industry is expected to see strong demand supported by several factors: steady global economic growth driving trade volume, increasingly stringent environmental regulations necessitating the replacement of older vessels, and a high average age of the global fleet at 17.4 years, indicating a peak period for replacing aging ships [11][23][40]. - The penetration rate of ship leasing is anticipated to increase due to the advantages of leasing, such as lower capital requirements and flexible payment options, with the current leasing penetration for container ships at 55.37% by number and 47.69% by TEU [52][57]. Company Analysis - The company benefits from a robust industry background and resources, allowing it to identify and capitalize on industry cycles effectively [11][14]. - Its business model enhances growth potential through a mix of fixed and flexible income, allowing the company to better capture the benefits of market upturns [12][14]. - The fleet's average age is only 4.03 years, significantly younger than the global average, which reduces environmental compliance pressures [12][14]. - The company maintains a low financing cost of 3.56% in 2024, with expectations for further improvement due to global interest rate trends [12][14]. Financial Projections - The company is projected to achieve total revenues of 43.81, 46.22, and 49.68 billion HKD from 2025 to 2027, with corresponding growth rates of -1.35%, +5.51%, and +7.47% [16]. - Net profits for the same period are expected to be 22.79, 24.41, and 26.61 billion HKD, with growth rates of +8.22%, +7.10%, and +9.03% [16].

Core Insights - The Shanghai International Carbon Neutrality Expo, themed "Towards Carbon Neutrality," will take place from June 5 to 7, 2025, marking the first expo in China focused on carbon neutrality [2] - The expo coincides with the fifth anniversary of China's "dual carbon" goals and aims to accelerate the country's green transformation [2] - Over 300 renowned companies from 15 countries and regions, including China, Germany, and Japan, will participate, showcasing the application of emerging technologies like artificial intelligence in green transformation [2] Group 1: Technological Innovations - The expo features innovative technologies such as transforming old clothes into new garments through a process that involves cutting, shredding, and re-spinning [3] - Waste materials like old mattresses and furniture can be processed into high-performance green materials for automotive interiors, significantly reducing carbon emissions [4] - Ernst & Young (EY) showcased its "Smart Q&A 2.0" solution, which includes a "Carbon Footprint Assistant" to help users understand their carbon footprints across various aspects of life [5] Group 2: Strategic Importance - The expo serves as a critical platform for promoting green low-carbon transformation and showcases China's commitment to climate change initiatives [5] - The Chinese government has emphasized the importance of comprehensive green transformation as a pathway to achieving dual carbon goals, with AI playing a key role in enhancing productivity [6] - Companies that master low-carbon technologies are positioned to attract ESG investments and influence global green regulations [6] Group 3: Global Commitment - China is recognized as a significant contributor to global green development, with President Xi Jinping reiterating the country's commitment to sustainable practices [7] - The release of the "Corporate Sustainability Disclosure Standard No. 1 - Climate (Trial)" marks a new phase in climate information disclosure for Chinese enterprises [7] - Over the past decade, China has significantly reduced the average cost of wind and solar power generation, enhancing the accessibility of clean energy technologies globally [8]

Group 1 - The core viewpoint of the articles highlights the growing interest in Chinese literature and knowledge in Tunisia, facilitated by the Oriental Knowledge Publishing House, which aims to provide a comprehensive understanding of China to Arab readers [1][2] - The Oriental Knowledge Publishing House has established collaborations with various Chinese publishing institutions to release Arabic versions of books covering topics such as political theory, economic development, and philosophical thoughts [1][2] - The publisher plans to focus on themes like technological innovation and modern governance, reflecting the need for Arab countries to learn from China's development experiences, especially in areas like environmental protection and resource management [2] Group 2 - During the recent Tunis International Book Fair, the Oriental Knowledge Publishing House secured new copyright collaborations with Chinese publishers to release several significant titles in Arabic, including reports on rural development and digital economy cooperation [2] - The publisher's leadership is set to attend the Beijing International Book Fair, viewing it as an opportunity to expand partnerships and deepen cultural connections with China [2]

在中国企业出海的当下，ESG（环境、社会与治理）从企业的"软实力"转变为参与国际市场竞争的"硬 门槛"。 欧美等主要经济体正在加速推进ESG合规立法与披露标准升级，如欧盟的《公司可持续发展报告指令》 （CSRD）已强制要求在欧企业加强ESG信息披露，东盟等经济体也紧随其后。基于此，中国政府也出 台一系列政策和标准，旨在引导企业加强境外合规管理，履行社会责任，提升可持续经营能力，为企 业"走出去"创造了制度基础和合规工具支持。 刘国华提出三方面建议：一是动态合规管理，随着全球绿色转型的加速，各国的ESG法规不断更新，企 业要将合规要求融入ESG战略当中，确保符合国际标准，提前识别潜在风险并及时调整运营策略。二是 打造ESG品牌，在当前全球绿色转型的背景下，ESG品牌已成为企业塑造长期价值、实现可持续发展的 关键。通过建立良好的ESG品牌形象，企业可以增强信誉、吸引更多的投资者、满足消费者对绿色产品 和服务的需求、激励员工积极参与企业的发展，并提升创新能力和市场竞争力，最终实现长期可持续发 展。三是技术创新驱动，在全球绿色转型的背景下，技术创新是企业实现ESG战略的关键。企业应加大 绿色技术研发投入，将合规要求转 ...

Industry Overview - Silicon iron (FeSi) is produced using raw materials such as coke, steel scrap, and quartz in electric furnaces, primarily used as a deoxidizer in steelmaking and as an alloying agent in various steel types [1][6] - The demand for silicon iron has been increasing due to the recovery of the domestic and international economy, with production expected to reach 5.438 million tons in 2024, a nearly 1% increase from the previous year [6][10] Production Capacity and Distribution - As of the end of 2024, China's silicon iron production capacity is projected to exceed 8 million tons per year, indicating potential overcapacity and intensified market competition [6][8] - The production is highly concentrated in regions rich in energy and resources, such as Inner Mongolia, Ningxia, and Shaanxi, with Inner Mongolia's share rising from 27.2% in 2022 to 32% in 2024 due to its green energy initiatives [8][10] Market Pricing - The price of silicon iron in China showed a downward trend in 2024, decreasing from 6,661.43 CNY/ton at the beginning of the year to 6,024.29 CNY/ton by the end, a decline of approximately 9.56% [10] - Factors influencing price fluctuations include demand weakness, production adjustments, and changes in raw material costs [10] Import and Export Dynamics - China remains a net exporter of silicon iron, with imports in 2024 reaching 82,900 tons, a 40.51% increase year-on-year, driven by demand for high-end specialty silicon iron products [12] - Exports slightly increased to 428,800 tons in 2024, marking a 5.43% growth, while net export volume and trade surplus showed cyclical fluctuations [12] Competitive Landscape - The silicon iron industry in China is characterized by an oligopolistic structure with regional concentration, where companies leverage local resource advantages to enhance competitiveness [14][18] - Companies like Ordos, with an annual production capacity of 1.6 million tons, dominate the market due to their integrated coal-electricity-silicon iron production model [14][18] Development Trends - The industry is shifting towards high-end and specialized products, with increasing demand for high-purity and specialty silicon iron alloys driven by advancements in downstream applications [20] - Environmental policies are pushing the industry towards greener practices, with companies adopting technologies to reduce energy consumption and emissions [21] - The global market is becoming more competitive, with rising trade barriers and the emergence of new production regions, prompting companies to diversify their export markets and localize production [22]

Core Insights - The EU's decision to impose a 15% temporary tariff on Chinese photovoltaic components in May 2025 coincides with China's launch of the world's largest energy storage system construction plan, indicating a significant shift in the global industrial landscape [1][3] - China is leveraging its manufacturing advantages and energy transition strategy to create a "green channel" in response to trade barriers set by Europe and the US, thus reshaping global supply chains [1][3] Group 1: EU Tariff and China's Response - The EU's tariff policy is based on a strategic misjudgment, as Chinese photovoltaic components hold a 70% global market share and lead in high-end technology by 5 to 8 years [3][4] - The cost of Chinese HJT components is 0.95 yuan/W, while European TOPCon components are 0.85 yuan/W, but Chinese products outperform in efficiency and lifespan by over 20% [3][4] - If the EU maintains its tariff policy, the cost of domestic photovoltaic installations will rise by 18%, delaying carbon reduction targets by at least three years [4] Group 2: China's Energy Storage Initiatives - In response to EU tariffs, Chinese state-owned enterprises have initiated over 50GWh of energy storage system procurement projects, achieving a renewable energy consumption rate of over 95% [7] - China's energy storage systems are reported to cost only one-third of those from European and American companies, which will significantly alter global electricity market competition [7][10] - By 2025, China's new energy storage installations are projected to reach 58.61GW/137.86GWh, with successful pilot projects in regions like Tibet and Hubei [7] Group 3: Global Impact of Chinese Technology - China's advancements in energy storage technology allow for independent energy systems in remote areas, providing low-cost and reliable energy solutions to countries along the Belt and Road Initiative [10][11] - The complete supply chain in energy storage, including battery cells and system integration, has positioned China as a leader, with a market share of over 76% in large-capacity battery cells [10] - Chinese companies are setting global energy storage technology standards, with the "Grid-Connected Energy Storage System Technical Specification" adopted by the International Electrotechnical Commission [10][13] Group 4: Strategic Differences and Global Governance - The clash between EU tariffs and Chinese energy storage technology represents a fundamental competition between two industrial logics, with China promoting a new model of international cooperation through "new energy and infrastructure" [11][13] - China's approach not only addresses energy shortages in developing countries but also offers a new path for global governance that balances efficiency and equity [13][15] - As Western nations grapple with trade protectionism, China is using renewable energy to redefine the global industrial landscape, showcasing its manufacturing prowess and commitment to sustainable development [15]

值得一提的是，绿电的发展也并非一帆风顺，面临着诸多挑战。例如，风电和光伏具有间歇性和波动性 的特点，发电稳定性受自然条件影响较大。 在此背景下，虚拟电厂作为一种创新的电力运行组织模式，通过运用现代信息通信、系统集成控制等技 术，将分布式电源、储能等各类分散资源聚合起来，作为一个整体参与电力系统优化和电力市场交易 中，为夏日电力供应提供了新的解决方案。 例如，日前，中国长江电力（600900）股份有限公司(以下简称"长江电力")首个自主获取、自主建设、 自主运维的长电新能张掖甘州南滩光电产业园10万千瓦光伏发电项目全容量投产发电，标志着长江电力 首个"抽蓄+"清洁能源基地初步建成。 据记者了解，长江电力项目建成后，预计每年可提供清洁能源约19840万千瓦时，可节约标准煤约5.97 万吨、减少二氧化碳排放约16.35万吨，对助力当地优化能源结构，提升供电安全保障能力有积极意 义。 储能技术作为解决电力供需时空错配问题的关键手段，在夏日电力供应中发挥着不可或缺的作用。协鑫 能源科技股份有限公司(以下简称"协鑫能科（002015）")表示，迎峰度夏对储能电站等调节性电源的需 求不断加大。目前公司电网侧储能项目有两个已 ...