前言： 当前空调行业正处于"破局与重构"的关键阶段：政策层面大力推动低碳转型，叠加极端高温天气与消费补贴政策的共振，进一步释放市场需求；消费端则从基础温 控向"舒适+健康+高 端"方向升级，舒适型、健康型空调已成为行业明确的新增长点。 看环境：政策推动与技术创新的双重驱动 节能降碳向低碳转型对空调市场的全生命周期发展具有深远意义，这一过程通过政策引导与技术创新的双重驱动，正在重塑行业 格局并催生新的增长模式，助力空调市场全生命周期稳定发展 在此背景下，艾 瑞数智依托全域大数据监测与深度消费调研，撰写《2025空调行业趋势与消费需求白皮书》。报告旨在全面扫描行业发展趋势，解读消费市场新图 景与用户需求新图谱，同时剖析舒适健康空调标杆案例，为空调品牌、渠道商及行业从业者提供精准决策参考，助力行业抓住增长机遇，实现从"卖产品"到"卖生活 方式"的转型突破。 空调行业趋势与消费需求 丨白皮书 | 以"双碳"为目标，制造超一级能效产品 | 政策驱动发展 | | | | --- | --- | --- | --- | | | | 高效设备应用 | 高能耗低效向高效节能转型 | | | 国家和地方政策相继出台,如《加 快推 ...

Core Viewpoint - Gome's founder Huang Guangyu is making a significant pivot into the hydrogen energy sector, establishing Beijing Gome Hydrogen Energy Technology Co., Ltd. and quickly forming strategic partnerships, reflecting a desperate attempt to revive the struggling retail business [5][6][12]. Group 1: Company Overview - Beijing Gome Hydrogen Energy was established on September 10 with a registered capital of 10 million yuan, controlled by Huang Guangyu [5][12]. - The company aims to cover multiple core areas of the hydrogen energy industry, including hydrogen production, storage, fuel cells, and related technologies [13]. - Huang Guangyu's rapid actions, including attending a hydrogen energy conference and signing a strategic cooperation agreement with Guohua Technology, indicate a strong commitment to this new venture [12][13]. Group 2: Financial Challenges - Gome Retail has faced severe financial difficulties, with a market value dropping below 1 billion HKD as of September 19, a significant decline from its peak [5][6]. - The company has reported continuous losses since 2017, with a net profit loss of 11.63 billion yuan in 2024, marking a 15.63% increase in losses year-over-year [18]. - Gome's total liabilities reached 42.2 billion yuan, with a debt-to-asset ratio of 209.23%, indicating a precarious financial situation [18]. Group 3: Industry Context - The hydrogen energy sector is characterized by its early-stage development, requiring substantial investment and long-term technological accumulation [22][23]. - There are over 3,000 companies involved in the hydrogen industry in China, leading to challenges in industry chain collaboration and market maturity [23]. - The current hydrogen energy market faces uncertainties, including the need for policy support and the lack of clear carbon trading benefits for hydrogen energy companies [23][24].

Core Insights - The competition among major internet companies has shifted from app performance to the environmental impact of their data centers, with Douyin planning to procure over 200MWh of large-scale lithium battery storage and renewable energy equipment to ensure uninterrupted power supply for its core business [1][4] - Douyin's aggressive procurement strategy reflects a sense of urgency in its green energy initiatives, aiming to respond to carbon neutrality policies, reduce reliance on traditional power grids, and ensure business continuity [4][6] - The industry is collectively transforming under policy guidance, with a mandatory requirement for new data centers to achieve over 80% green electricity usage by the end of 2025, pushing all data center operators to accelerate their green initiatives [4][6] Company Actions - Douyin's tender specifies that bidders must have experience with large-scale lithium battery storage systems of at least 30MWh, with a tight timeline for project completion by the end of December [4] - Tencent has already implemented a successful integrated wind, solar, and storage project, which is the first of its kind in China, generating 14 million kWh annually, equivalent to the annual electricity consumption of 5,000 households [6][8] - Tencent's project not only reduces carbon emissions by nearly 8,000 tons annually but also saves over 3.5 million yuan in electricity costs, demonstrating that green transformation can yield economic benefits [8] Industry Trends - The shift towards green computing is becoming a core competitive advantage in the data center industry, as the demand for computing power continues to grow alongside the digital economy [8][10] - The green electricity ratio directly impacts operational costs, and more clients are considering environmental performance when selecting cloud service providers [8] - Future policies will further clarify the direction of green energy initiatives, with ongoing plans to enhance the integration of computing power and energy management through innovative mechanisms [10]

锂，被誉为未来"金属之王"，是战略性新兴产业发展的重要基础资源，也对实现能源转型和"双碳"目标 意义重大。长期以来，我国锂资源对外依存度较高、进口量占比大，制约了相关产业发展。 记者从中国五矿集团有限公司获悉，日前中国五矿所属中国盐湖集团"4+2"万吨锂盐项目在青海格尔木 顺利投产，这标志着企业全力推动世界级盐湖产业基地建设又迈出了重要一步。 据介绍，"4+2"万吨锂盐项目是指中国盐湖集团4万吨/年基础锂盐一体化项目和2万吨/年碳酸锂项目。 据了解，中国盐湖集团锂盐项目顺利投产有助于提升我国锂资源的保供稳链能力和技术装备水平，将进 一步增强我国锂电产业链的自主可控能力，还将助力加强青藏高原生态保护，建设国家生态文明高地。 中国五矿有关负责人表示，企业将以此为新的起点，把握发展机遇，强化技术创新，提升运营效率，严 守安全底线和环保红线，努力将项目打造成为引领全球盐湖产业发展的示范项目、品牌项目、标杆项 目。（记者王希） 来自中国五矿的信息显示，此次投产的锂盐项目采用全球领先技术，有效破解了传统盐湖提锂技术瓶 颈，提升了锂资源提取效率与品质。项目还通过光伏铺设、绿电应用等举措，助力未来实现"零碳提 锂"目标。 ...

Core Insights - The Industrial and Commercial Bank of China (ICBC) Guangzhou Branch is actively supporting the development of the Guangdong-Hong Kong-Macao Greater Bay Area through innovative financial services and initiatives [4][5][17] - ICBC Guangzhou has provided comprehensive financial support for the 15th National Games, enhancing the event's operational efficiency and public engagement [14][15][16] Financial Innovation - ICBC Guangzhou has registered four AIC pilot funds, investing a total of 1.041 billion yuan in four technology enterprise equity projects to support the development of new productive forces [8] - The bank has signed a custody agreement for the Bond Connect "Southbound" initiative, facilitating cross-border investment and enhancing market connectivity [6][7] Digital Transformation - The launch of the "Sui Xin e-loan" product has enabled rapid loan approvals for small and micro enterprises, with a loan balance exceeding 170 million yuan within three months [11][10] - ICBC Guangzhou is promoting the digital yuan ecosystem, having launched a themed digital yuan hard wallet for the 15th National Games, enhancing digital payment experiences [12] Green Finance - As of August, ICBC Guangzhou's green loan balance surpassed 300 billion yuan, providing financing support to over 700 enterprises for ecological and low-carbon projects [9] Community Engagement - The bank has transformed its branches into official ticket sales points for the 15th National Games, ensuring accessibility for the public and enhancing the event's visibility [14][15] - ICBC Guangzhou is actively involved in community initiatives, including the launch of a talent pension plan and support for local cultural activities [16][17]

针对新能源仓储管理难题，红太阳光电开发出智能立体仓储解决方案，创新融合数字孪生、虚拟现实和 大数据分析等技术。在安徽凤阳，红太阳光电打造行业首个超大规模智能立体仓库，占地2.4万平方 米，高30米，设有近2万个库位，实现电池组件自动化存取和精准管理。 长沙晚报掌上长沙9月30日讯（全媒体记者 匡小娟）9月30日，记者从湖南红太阳光电科技有限公司 （以下简称"红太阳光电"）获悉，该公司成功中标中东地区某高效光伏电池项目，中标金额近3亿元。 此次中标是红太阳光电践行"一带一路"倡议、推动中国高端装备制造"走出去"的新突破，标志着该公司 海外战略布局进入深化拓展新阶段。 早在2021年9月，由红太阳光电承建的土耳其Kalyon集团500MW光伏全产业链项目一期成功移交。该项 目不仅创下当时湖南省光伏装备"出海"的首个全产业链项目纪录，也是土耳其首个光伏全产业链项目。 历经二、三期扩建，目前，该项目总产能已提升至2GW，推动土耳其光伏产能提升约10%。此次成功中 标中东近3亿元项目，正是基于土耳其项目成功经验，实现了中国高端装备"走出去"的新突破。 作为中国电科成员单位，红太阳光电成立16年来持续攻克技术壁垒，已成功 ...

Investment Rating - The report maintains an "Overweight" rating for the environmental protection industry [1]. Core Insights - China has announced a new round of national contributions, setting clear targets for 2035, including a 7%-10% reduction in greenhouse gas emissions from peak levels and increasing the share of non-fossil energy consumption to over 30% [9][10]. - The report highlights significant improvements in the solid waste sector, with a focus on increased cash flow and dividend payouts due to reduced capital expenditures [14][15]. - The water services sector is positioned as the next growth area, with expectations of improved cash flow and dividend potential as capital expenditures decrease [18][19]. - The sanitation equipment market is experiencing rapid growth in electric vehicle penetration, with a 69.34% increase in sales of new energy sanitation vehicles [20][21]. Summary by Sections National Contributions and Targets - China's new targets include a 7%-10% reduction in total greenhouse gas emissions by 2035 and a commitment to increase non-fossil energy consumption to over 30% [9][10]. - The total installed capacity for wind and solar energy is expected to reach 360 million kilowatts by 2035, requiring an annual increase of nearly 200 million kilowatts [10]. Solid Waste Sector - The solid waste sector is seeing improved cash flow and dividend payouts, with significant government subsidies received in mid-2025 [14][15]. - Companies like Junxin and Green Power are expected to continue increasing their dividend payouts due to improved financial performance [14]. Water Services Sector - The water services sector is anticipated to follow the solid waste sector's growth trajectory, with a focus on cash flow improvements and high dividend yields [18][19]. - Companies such as Yuehai Investment and Xirong Environment are highlighted for their strong dividend potential and market positioning [19]. Sanitation Equipment Market - The sanitation equipment market is witnessing a surge in new energy vehicle sales, with a 69.34% year-on-year increase in sales [20][21]. - The penetration rate of new energy sanitation vehicles has increased to 16.71%, indicating a growing trend towards electrification in the sector [20][21].

转自：新华财经 从攻克矸山治理的"火焰山"难题，到实现清洁能源利用的持续突破，再到推动全产业的节能降耗与污染 减排，一直以来，华阳集团聚焦"双碳"目标，全面扛起环境保护社会责任，加快生产方式绿色变革，统 筹抓好降碳、减污、扩绿、增长协同发展，打好污染防治攻坚战，以实际行动践行"绿水青山就是金山 银山"的理念，全力打造"绿色华阳"。 新技术+智能化 破解矸石山治理难题 矸石山因内部持续发热、易复燃的特性，长期以来是矿区生态治理的难题。在华阳集团二矿狮脑山，一 根根银灰色的温控管整齐矗立。这些温控管并非简单的建筑构件，而是整个温控法治理技术体系的核心 载体，是破解矸山"内热"顽疾、为后续生态恢复扫清障碍的关键"利器"。 九洲公司工程管理中心副主任蔡胜军表示，我们过去采用的治理方式虽然能在一定程度上减少火灾隐 患，但始终没能从根本上解决内部热源问题。而温控法技术则通过温控管持续导出矸山内部热量，有效 避免矸石复燃现象，最大程度保护原有生态环境，同时大幅降低治理成本。 "值得一提的是，矸山治理达到技术指标要求后，温控装置可拔出重复利用，节约了资源、节省了治理 费用。此外，温控装置提取的热量还可开发利用，产生一定的经济 ...

9月29日，华菱涟钢2025"迎国庆"职工微型马拉松比赛在娄底开跑，千余名员工参加了这场绿色马拉松。本次马拉松活动全程5.5公里，巧妙串联起涟钢多个 环保亮点，将"半是钢铁半是绿"的绿色钢城风貌尽收眼底。 "我们通过奔跑的方式展现涟钢人积极、奋进的精神面貌，以绿色出行的方式迸发全新的涟钢活力，让我们一起在高质量发展的道路上勇往前行。"一位涟钢 青年参赛选手表示。 近年来，涟钢全面推进绿色转型，2023年至今，涟钢累计投入环保改造资金超50亿元，实施超低排放改造三年行动，开工建设环境治理项目112个，全面开 展大气污染、水污染、固废污染等防治攻坚行动，超低排放改造全面完成。公司严格按照3A级景区标准推进厂区亮化、美化、绿化、彩化，厂区绿化率达 到40%，区域环境空气质量综合指数降低7.11%。 此外，涟钢还着力构建绿色智造解决方案，投入使用超低排放管、控、治一体化平台，通过优化生产工艺、引入清洁能源、提升能效水平等举措，推动生产 全流程降碳，成功入选行业"双碳最佳实践能效标杆示范厂"培育企业名单。绿色钢材产品加快出新，船舶用钢助力内河航运绿色低碳转型。 "此次活动旨在打造花园式工厂，提倡员工绿色出行，激发奋斗活 ...

▲9月29日，兰鑫钢铁集团有限公司110千伏变电站顺利完成送电。李小东 摄 为配合客户110千伏线路改造，该公司客户服务中心积极为客户申请最佳停电窗口，并 结合兰鑫钢铁现有高炉变电站的运行特点，最终确定了"分批停电+负荷转移"的最优方案。 该方案根据客户生产节奏分批次安排停电，并利用其他供电回路转移负荷，在不影响企业生 产情况下顺利完成供电。 "从项目申请到顺利供电，供电公司的服务既专业又高效，为我们解决了不少难题，为 企业后续发展奠定了基础，真的太感谢了！"兰鑫钢铁集团有限公司现场负责人陈涛说。此 项关键电力工程的投运，为兰鑫钢铁集团扩大生产、提升效能注入了强劲动力。 自项目启动以来，国网兰州供电公司将其列为重点服务事项，组建专项服务团队，全程 主动对接企业需求，提供"多对一"服务支撑。该公司还将原串联环节优化为"并行推进+专人 盯办"模式，通过全流程优化与跨部门协同，最终实现安全供电，为企业早日投产、抢占市 场先机提供了坚实保障。 在客户外部线路施工过程中，为避免对电网现有线路造成影响，国网兰州供电公司多次 组织召开线路专业联合协调会，会同相关部门确定了最优的交叉跨越线路改造方案。 ▲国网兰州供电公司客户 ...