财政部廖岷副部长就"1+10"对话会有关情况答记者问表示当前，与会国际经济组织的负责人一致认为， 面对挑战，国际社会必须展现出超越分歧的团结与智慧，采取协同一致的行动，持续为世界经济注入确 定性与新动力。一是加强国际宏观经济政策协调。主要经济体应关注宏观政策的外溢影响，共同应对通 胀、债务与汇率波动风险。积极化解和减少贸易政策的不确定性，有效应对贸易壁垒上升和贸易碎片 化。二是进一步完善各国国内政策。更加注重财政可持续性，提高货币政策可信度，增强金融部门韧 性。加快实施结构性改革，释放私营部门的增长潜力。三是积极推动数字与绿色转型。数字经济、绿色 发展是激发经济增长新动能、重塑全球经济格局的关键。要加强在人工智能、低碳技术等领域的国际合 作，让新的发展成果更好惠及全人类。 ...

Core Viewpoint - The domestic glass industry is undergoing a significant transformation in its fuel structure, shifting towards a diversified model dominated by natural gas, with petroleum coke and coal gasification as important supplements [1][2] Fuel Structure - As of mid-2025, 59.38% of the national float glass production capacity will utilize natural gas, particularly dominant in North and East China [1] - Petroleum coke accounts for 20.77% of the fuel mix, concentrated in Central and South China, while coal gasification holds an 18.00% share, mainly in North, Northwest, and Northeast China [1] Driving Forces - The primary driver of this fuel structure change is environmental policy, particularly the "Energy Conservation and Carbon Reduction Action Plan," which promotes the replacement of traditional fuels with cleaner energy sources [2] - Fuel costs, which constitute 30% to 40% of total production costs, significantly influence companies' fuel choices [2] - Despite natural gas being the mainstream choice, high gas prices have led to losses for companies using it, while those using coal gasification have seen better profits due to lower coal prices [2] Industry Dynamics - The competition between old and new production capacities is reshaping the industry landscape, with older natural gas-fired facilities being the most affected by recent shutdowns [2] - A structural contradiction exists where the push for natural gas due to environmental policies is challenged by the high costs that older facilities cannot sustain [2] Future Outlook - Regional policies are accelerating the transition, such as Hubei's timeline for converting petroleum coke to natural gas, which will significantly alter the fuel composition in Central and South China [3] - The industry is exploring advanced low-carbon technologies, including all-electric melting technology for daily glass and all-oxygen combustion technology for float glass, which has been adopted as industry standards [3] - Hydrogen technology is in the research and demonstration phase, representing a long-term direction towards zero-carbon manufacturing [3] Local Initiatives - In Hebei's Shahe glass industry, the energy transition is not a straightforward switch from coal to natural gas but involves a mixed replacement strategy centered on coal gasification, supplemented by pipeline natural gas [4] - The Zhengkang Clean Gas Project, funded by local enterprises, is a key player in this energy transition, having commenced operations in March 2025 [3][4] Economic Considerations - The choice of coal gasification as a core path is based on multiple factors, including cost advantages and resource endowments, making it more economically viable than relying solely on natural gas [4] - The transition to cleaner energy sources is expected to increase production costs, leading companies to face tough decisions on whether to invest in upgrades or temporarily shut down older lines [4] Industry Collaboration - Industry chain collaboration is becoming a core trend, with companies building upstream and downstream relationships to enhance operational efficiency [5] - Financial capital is increasingly integrated into the industry, with government initiatives supporting credit for industrial upgrades [5] - Collaborative efforts between government, universities, and enterprises are focused on overcoming technical challenges and nurturing talent for innovation [5] Competitive Landscape - The industry is shifting from homogeneous competition to product differentiation, with leading companies moving towards high-value specialty glass sectors [5] - Despite the focus on high-end products, price wars remain intense, with some manufacturers resorting to price cuts to recover cash flow, leading to market price distortions [5] - Operational efficiency is becoming crucial, with companies utilizing innovative inventory management strategies to enhance cost control [5] Overall Industry Direction - The future development path of the Shahe glass industry is clearly oriented towards high-end, intelligent, green, and financialized operations, with collaboration aimed at resource aggregation and competition driving firms towards high-value sectors [6]

Core Insights - The event organized by Chengdu High-tech Zone and Sichuan University aims to enhance collaboration between academia and industry, focusing on smart manufacturing and new materials [1][3] - The visit to Siemens Industrial Automation Products (Chengdu) showcased a "lighthouse factory" that exemplifies the integration of research, manufacturing, and logistics under the Industry 4.0 concept [2] - The tour of Zhongzi Technology Co., Ltd. highlighted its 20-year expertise in automotive exhaust catalysts and its diversified business matrix in environmental catalysts, energy storage, and high-performance composite materials [2] Group 1 - The first stop at Siemens demonstrated a fully digitalized supply chain from order to delivery, showcasing the potential of technology in manufacturing [2] - The visit included a large intelligent microgrid model that illustrated the synergy of renewable energy sources and the role of energy storage systems [2] - The "zero-carbon house" displayed practical applications of low-carbon technology, emphasizing green self-sufficiency through solar energy [2] Group 2 - The participating faculty from Sichuan University expressed the importance of integrating industry needs into talent cultivation to develop versatile professionals suited for new production capabilities [3] - The event served as a "live classroom" for students to engage with industry frontiers and exemplified effective collaboration between universities and local enterprises [3] - Chengdu High-tech Zone plans to continue the "Golden Panda" talent series to align academic resources with enterprise demands, fostering high-quality local development [4]

"水流向有空间的地方，外交也往往如此。"国际可再生能源机构总干事拉卡梅拉说。他表示，中国在可 再生能源和电动汽车领域的主导地位正在巩固自身在气候外交中的地位。在COP30上，中国正从以往扮 演的默默无闻角色转变为世界关注的核心参与者，从中可以看出，抗击全球变暖的斗争主角已发生转 变。 作为一名长期的气候变化怀疑论者，美国总统特朗普再次让美国——全球历史累计温室气体排放最多的 国家——退出了具有里程碑意义的、旨在限制全球变暖的国际条约《巴黎协定》。今年，特朗普史无前 例地首次拒绝派遣官方高级别代表团代表美国参加联合国气候峰会。 批评人士称，美国退出这一进程意味着让出气候谈判中的有利位置，尤其是在中国迅速扩大国内可再生 能源和电动汽车产业的情况下。美国加州州长纽森近日现身COP30现场时说，"如果我们（美国）还没 意识到他们（中国）究竟在该领域和相关供应链上有何作为，以及他们正在如何主导制造业，还有他们 的产品正如何涌入市场，那么美国在这方面的竞争力就彻底完了。" 与往年的做法不同，在今年的COP30会场入口处，"中国角"占据了紧邻东道国巴西展馆的黄金空间。一 杯杯可口浓郁产自中国的咖啡、可爱的熊猫玩具和各种品牌 ...

Core Viewpoint - The COP30 conference in Brazil marks a significant shift in China's role in global climate diplomacy, showcasing its leadership and proactive engagement in addressing climate change, especially in the absence of the United States [5][6][7]. Group 1: China's Presence at COP30 - China's exhibition space, "China Corner," prominently located at the entrance of the conference, contrasts with previous years' low-key presence, featuring interactive displays and cultural elements to attract attendees [1][2][3]. - The event includes speeches from top executives of major Chinese companies like CATL and BYD, emphasizing China's commitment to green energy and international cooperation [5][6][7]. Group 2: China's Leadership in Climate Action - China is increasingly seen as a core leader in global climate action, filling the void left by the U.S. and actively participating in negotiations to achieve constructive outcomes [7][8]. - The country has announced ambitious targets for reducing greenhouse gas emissions, aiming for a significant reduction of 1 to 1.5 billion tons, which is notably more aggressive than the timelines typically seen in developed countries [8]. Group 3: Innovative and Sustainable Practices - The "China Corner" features eco-friendly furniture made from recycled materials, demonstrating China's commitment to sustainability and resource recycling [9][13]. - Various low-carbon agricultural products from China are showcased, highlighting the country's advancements in sustainable agriculture [13][14]. Group 4: International Collaboration and Support - China has signed a declaration with over 40 countries and the EU to address hunger and climate change, promoting a collaborative approach to sustainable development [16]. - The use of Chinese-made electric vehicles for transportation during the conference underscores China's advancements in green technology and its role in supporting international delegations [17][18].

智通财经APP获悉，高盛认为，由于能源需求强劲，全球石油需求的增长将持续时间比此前预期的还要 长。而就在几天前，国际能源署(IEA)也改变了其关于石油需求即将达到峰值的论断。分析师Yulia Grigsby和Daan Struyven在周四的一份报告中指出，石油需求量将从 2024 年的1.035亿桶/日增长至2040 年的 1.13 亿桶/日。该银行去年曾预测石油需求将在 2034 年达到峰值。 高盛的分析师写道："我们并不认为低碳技术会有重大突破。即便是为了实现石油需求峰值，我们预计 在 2030 年之后石油需求仍会处于长期平稳状态。以液化天然气为动力的卡车不太可能在除中国以外的 地区大规模推广。" 不过，高盛公司提醒称，长期的石油需求预测具有极大的不确定性，而且往往会大幅调整。他们指出， 低碳技术的快速发展以及潜在经济衰退的持续影响都存在风险。 高盛公司指出，由于低碳技术及基础设施建设方面的瓶颈问题，再加上能源需求的增加，公司对经济增 长峰值的预测进行了调整。该行表示，在经历了道路运输领域的长期平稳期后，石化产品将成为石油消 费的主要驱动力，而航空业也将做出显著贡献。 此前，IEA在其年度《世界能源展望 ...

格隆汇11月14日｜高盛集团表示，在强劲能源需求的推动下，全球石油需求增长将持续比此前预期更长 时间。而在本周早些时候，国际能源署（IEA）缓和了其对石油需求即将见顶的预测立场。高盛分析师 Yulia Grigsby和Daan Struyven在周四的一份报告中写道，全球石油需求将从2024年的1.035亿桶/日增长 至2040年的1.13亿桶/日。该行去年曾预测需求将在2034年见顶，但也指出，由于电动汽车普及速度放 缓，需求顶峰可能推迟六年到来。高盛将其对需求峰值的预测修正归因于低碳技术与基础设施面临的瓶 颈，以及能源需求的增长。该行指出，在道路交通领域的石油需求经历长期平台期后，石化产品将成为 石油消费的关键驱动力，航空业也将做出重要贡献。不过，高盛也警告称，长期石油需求预测具有高度 不确定性，并且往往会进行大幅修正，其风险主要来自低碳技术的加速进步以及潜在经济衰退的持续影 响。 ...

Core Insights - The report indicates that the Earth has crossed its first climate tipping point, prompting a shift in global climate governance towards actionable measures [1] - Tencent, representing Chinese tech firms, showcased multiple digital innovations at COP 30 aimed at addressing information barriers in the low-carbon sector [1][10] - The UNSH platform, developed in collaboration with Tencent, aims to facilitate the implementation of the Paris Agreement and the 2030 Sustainable Development Agenda by breaking down information silos [2][4] Group 1: Tencent's Digital Innovations - Tencent introduced "Carbon LIVE" as a core component of its digital solutions, which includes various applications like UNSH, CTS, and "Green Africa" platform [1][7] - The UNSH platform is designed to connect policy, technology, and finance, providing a free global resource to accelerate climate action [4][6] - The CTS project, leveraging Tencent's digital capabilities, allows users to easily search and access nearly 20,000 low-carbon technologies from trusted sources [7] Group 2: Climate Action and Public Engagement - Tencent is utilizing esports and gaming to raise awareness about climate issues among younger audiences, showcasing innovative game designs at COP 30 [10][11] - The company has initiated various public engagement activities, such as the "Glacier Protector" campaign within its gaming ecosystem, to promote climate action [10][11] - Tencent's efforts aim to transform virtual interactions into real-world climate action, emphasizing the importance of public awareness in addressing climate challenges [11]

Core Viewpoint - Marco Polo Holdings Co., Ltd. is recognized for its commitment to high-quality development and green innovation during the 14th Five-Year Plan period, particularly through its environmentally friendly building ceramics technology [1][3]. Group 1: Technological Innovation - The project "Research and Industrialization of Key Technologies for Environmentally Friendly Building Ceramics Green Low-Carbon Manufacturing" developed by Marco Polo Holdings was included in the "14th Five-Year Plan Advanced Technological Innovation Achievements" [1][3]. - The project focuses on key technologies for applying biomass energy in the ceramic industry and incorporates distributed photovoltaic power generation, effectively achieving energy conservation and emission reduction in building ceramics manufacturing [3]. Group 2: Industry Recognition - Inclusion in the "14th Five-Year Plan Advanced Technological Innovation Achievements" and the "2025 Edition of the Directory of Advanced Technologies for Energy Conservation and Carbon Reduction in Key Areas of Light Industry" signifies recognition of Marco Polo Holdings' long-term commitment to green development and low-carbon technology innovation [5]. Group 3: Future Commitment - Marco Polo Holdings plans to continue increasing its research and development efforts, actively promoting green manufacturing technology innovation and practical applications to contribute to high-quality, low-carbon development and the construction of a beautiful China [5].

Core Insights - Honeywell participated in the China International Import Expo for the eighth consecutive year, showcasing its commitment to innovation and collaboration in the Chinese market [1][4] - The company launched eight new products across five key areas, marking the highest number of new products introduced at the expo [1][2] - Honeywell signed 26 strategic cooperation agreements with partners from various industries, focusing on smart factories, measurement control, and green energy [4] Product Innovations - Honeywell introduced new solutions for semiconductor manufacturing, enhancing wafer production stability, precision, and yield [1] - The ThermJet-pro low-NOx burner made its debut in China, combining efficient combustion with low emissions [1] - New battery safety sensors were launched to provide early warnings for thermal runaway risks in various battery applications [1][3] Management and Operational Excellence - The company will jointly release a white paper on lean transformation, detailing the localized implementation of its Honeywell Excellence System (HES) [2] - The white paper highlights a case study of Zhejiang Jinhua New Materials Co., showcasing continuous improvement and management practices [2] Automation and Sustainability - Honeywell displayed technologies in automation, including smart ship solutions and control systems, aimed at industrial intelligence upgrades [3] - The company presented innovative solutions for circular economy development, including UpCycle plastic recycling technology and smart factory concepts [3] Future Aviation Solutions - New ground warning software (SURF-A) was showcased to enhance flight safety by helping pilots identify runway hazards [3] - Sustainable aviation fuel (SAF) solutions were introduced, demonstrating significant greenhouse gas emission reductions of up to 80% compared to fossil fuels [3]