综合新华社记者报道 新华社音视频部制作 【纠错】 【责任编辑:薛涛】 2025年太原能源低碳发展论坛于9月27日至28日在山西太原举办，本次论坛的主题是"绿色低碳转型发展 构建新型能源体系"，共有200余名国内外重要嘉宾应邀出席。论坛期间，多位国际人士呼吁全球应加快 能源转型，加强绿色发展国际合作。 太原能源低碳发展论坛是我国能源产业领域具有影响力的国家级、国际性、专业化论坛。 ...

「READING」 在首届"中国—东盟绿色能源转型与零碳园区能力建设培训"中，一大亮点环节——中国—东盟零碳园区 未来伙伴对话将于2025年10月24日在苏州举行。这场对话以"未来伙伴"之名，旨在为中国与东盟在零碳 园区建设上的深度合作搭建新平台。 中国与东盟同属全球经济增长的重要引擎，也是推动全球碳中和愿景的重要力量。面对能源转型与气候 变化的共同挑战，零碳园区正在成为双方互学互鉴的重要领域。本次对话将汇聚中方政产学研代表与东 盟各国能源、工贸部门的嘉宾，围绕园区规划、建设、技术、标准与投资等核心议题展开交流，共同探 讨如何缩小绿色发展差距、加速零碳进程，并推动区域合作走深走实。 活动包括两场重量级对话，主题分别为"缩小绿色鸿沟——政策与机制协同"和"加速零碳进程——技术 和模式创新"。届时，来自湄公学院、东盟能源中心、北京大学能源研究院、联合国工业发展组织以及 东盟多国的代表将与新能源企业和行业机构同台互动，分享经验与观点，碰撞思想与智慧。活动最后还 将发布《中国—东盟零碳园区未来合作伙伴倡议》，为双方在园区低碳转型、能源合作与产业协作领域 搭建起长效合作的桥梁。 作为本次培训的重要组成部分，学员们将在其 ...

Core Viewpoint - The project "Utilizing Solar Photovoltaic Systems to Transform the Ger District of Ulaanbaatar" is supported by the Global Development and South-South Cooperation Fund and aims to enhance green energy transition in Mongolia [1] Group 1 - The signing ceremony took place on the 25th in Ulaanbaatar, Mongolia [1] - The project will benefit 500 households in Ulaanbaatar [1] - The Chinese ambassador to Mongolia emphasized China's commitment to building a community with a shared future for mankind and promoting green energy transformation through technological and scale advantages [1] Group 2 - China expresses strong support for the work of the United Nations and values international development assistance [1] - The project is part of China's efforts to contribute to the well-being of the Mongolian people through the Global Development and South-South Cooperation Fund [1]

Core Points - The signing ceremony for the solar photovoltaic system renovation project in Ulaanbaatar's ger district was held, benefiting 500 households [1][3] - The project reflects China's commitment to the concept of a community with a shared future for mankind and aims to enhance the accessibility of clean energy globally [1][3] - This project is the third supported by China's Global Development and South-South Cooperation Fund in Mongolia, emphasizing China's support for international development assistance [3] Project Details - The project includes solar photovoltaic panels, energy storage systems, and related training and promotion activities [3] - Upon completion, the project will provide clean energy to residents in the Ulaanbaatar ger district, contributing to energy conservation and emission reduction [3] - The signing ceremony took place in a ger home, highlighting the local context of the project [3] Broader Context - This year marks the 80th anniversary of the United Nations, with the UN Development Programme playing a significant role in poverty alleviation and sustainable development [3] - Ulaanbaatar is implementing major infrastructure projects to improve air quality and alleviate traffic congestion, with China expressing support for these initiatives [3] - Other projects supported by China include a central sewage treatment plant and the renovation of 1,008 households, showcasing China's strong backing for infrastructure development in Mongolia [3]

Group 1: Market Impact - The closure of Freeport McMoRan's Grasberg mine due to a fatal landslide is expected to significantly disrupt global copper supply, potentially leading to a price increase and improved profitability for copper companies [1] - Analysts estimate a loss of 500,000 tons of copper supply over the next 12 to 15 months, with further potential losses of 1 to 2 million tons, equating the impact to the simultaneous closure of three major copper mines [1][3] - The expected impact on global copper production in Q4 2025 is approximately 470,000 tons due to the Freeport closure [3] Group 2: Demand Dynamics - Copper is increasingly recognized as a critical material for green energy transition and digital economy development, with electric vehicles using four times more copper than traditional fuel vehicles [2] - High demand for copper is driven by the growth in AI data centers, with Goldman Sachs predicting an additional consumption of 1 million tons of copper by 2030 for data centers serving AI servers [2] Group 3: Price Forecasts - Goldman Sachs has adjusted its price forecast for copper, indicating an upward risk due to the Grasberg mine closure, with expectations for copper prices to stabilize between $10,200 and $10,500 per ton [2] - The long-term outlook for copper prices remains bullish, with projections of reaching $10,750 per ton by 2027, driven by challenges such as increased mining depth and declining ore grades [2] Group 4: Company Performance - Jiangxi Copper Co. reported a revenue of approximately 256.03 billion RMB in H1 2025, a decrease of 4.97% year-on-year, while net profit attributable to shareholders increased by 19.78% to 4.45 billion RMB [4] - Zijin Mining produced 566,853 tons of copper in H1 2025, a year-on-year increase of 9.3%, with copper sales revenue accounting for 27.8% of total revenue [4] - Luoyang Molybdenum Co. achieved a copper production of 353,600 tons in H1 2025, with a revenue of 31.446 billion RMB, reflecting a year-on-year growth of 29.05% [4] - Minmetals Resources reported a total copper production of 140,368 tons in Q2 2025, a 54% increase year-on-year, driven by improved output from three copper mines [5]

Group 1 - The core partnership between Malaysia's national oil company and Yuchai Group has led to the establishment of Yuchai Petronas, which has been recognized as one of the top ten lubricant brands in China for ten consecutive years, exemplifying China-ASEAN industrial cooperation [1] - Petronas has established a presence in China since 2003, with offices and production bases in nine cities, focusing on LNG, petrochemicals, and lubricants, thereby creating a sustainable energy supply chain [1] - The strategic cooperation between Petronas and Chinese companies, including Sinopec and PetroChina, aims to enhance technological sharing and sustainable development, particularly in clean energy and carbon capture [2][3] Group 2 - The year 2024 marks significant anniversaries for both Malaysia-China diplomatic relations and Petronas, highlighting the importance of their strategic cooperation in the energy sector [2] - Petronas and PetroChina's collaboration focuses on upstream oil and gas development, LNG value chain, and innovative fields such as renewable energy and green hydrogen technology [3][5] - The partnership with Sinopec encompasses various sectors, including bulk and specialty chemicals, crude oil and LNG trade, and digital solutions, emphasizing a commitment to energy supply resilience and sustainability [5] Group 3 - Asia, home to 60% of the global population, is crucial for achieving net-zero emissions, as it accounts for 75% of its energy demand from fossil fuels, necessitating urgent low-carbon development [7][8] - The energy transition in Asia must balance energy security and sustainability, requiring coordinated actions in policy, investment, and technology to enhance energy system efficiency [8] - Petronas is committed to diversifying its LNG supply sources and enhancing market flexibility, with significant projects like LNG Canada contributing to its global growth strategy [9][10] Group 4 - Petronas aims to improve LNG delivery models to enhance supply reliability for the Chinese market, including innovative solutions like containerized LNG transport to remote areas [11] - The company is expanding its LNG fleet and investing in high-efficiency dual-fuel vessels to support the shipping industry's transition to cleaner fuels [11] - Long-term partnerships in LNG, lubricants, and specialty chemicals have established a solid foundation for ongoing collaboration with Chinese enterprises [10]

Group 1: Market Impact - The closure of Freeport McMoRan's Grasberg mine due to a fatal landslide is expected to significantly disrupt global copper supply, potentially leading to a price increase and improved profitability for copper companies [1][2] - Analysts predict a loss of 500,000 tons of copper supply in the next 12 to 15 months, with possible further losses of 1 to 2 million tons, equating the impact to the simultaneous closure of three major copper mines [1][3] Group 2: Demand Dynamics - Copper is increasingly recognized as a critical material for green energy transition and digital economy development, with electric vehicles using four times more copper than traditional fuel vehicles [2] - Goldman Sachs forecasts that by 2030, data centers powering AI servers could consume an additional 1 million tons of copper, indicating strong future demand [2] Group 3: Price Forecasts - Goldman Sachs has adjusted its price forecast for copper, suggesting an upward risk to its previous estimate of $9,700 per ton for December 2025, now expecting prices to stabilize between $10,200 and $10,500 per ton [2] - The long-term outlook for copper prices remains bullish, with expectations of reaching $10,750 per ton by 2027 due to challenges such as increased mining depth and declining ore grades [2] Group 4: Company Performance - Jiangxi Copper Co. reported a revenue of approximately 256.03 billion yuan for the first half of 2025, a decrease of 4.97% year-on-year, while net profit attributable to shareholders increased by 19.78% to about 4.45 billion yuan [4] - Zijin Mining's copper production reached 566,853 tons in the first half of 2025, a year-on-year increase of 9.3%, with copper sales contributing 27.8% to total revenue [4] - Luoyang Molybdenum Co. achieved a copper production of 353,600 tons in the first half of 2025, with revenue from mining operations increasing by 29.05% to 31.446 billion yuan [4] - Minmetals Resources reported a total copper production of 140,368 tons in Q2 2025, a 54% increase year-on-year, driven by improved output from three copper mines [5]

（原标题：阿波罗高管：对欧洲市场乐观程度达二十年之最） Seminara周二表示："我认为欧洲已经意识到了投资的必要性。你可以看到德国政府确实在积极采取行 动，这不仅仅是资金问题，更是态度问题，体现了政府帮助私人资本真正在市场上取得进展的意愿。" 作为战略的一部分，阿波罗公司计划在欧洲大陆开设更多办事处。Seminara表示，其中一家办事处"很 快"将在法兰克福开设。该公司已在苏黎世开设了一家新办事处，其欧洲主要总部设在伦敦。 然而，作为一位价值投资者，Seminara表示，阿波罗并未涉足人工智能及国防领域的股票投资，而这些 领域近期一直是投资者关注的焦点。欧洲国防企业的股价大幅上涨，因为德国政府承诺在四年内将年度 国防预算翻一番。 相反，阿波罗专注于能够服务这些领域的公司，Seminara 提到了其最近收购冷却设备公司Kelvion的交 易。Seminara 表示，这家此前陷入困境的公司在2019年进行了重大债务重组，如今在为数据中心提供 制冷服务方面拥有广阔的发展空间。 他表示："长期以来，投资者始终对欧洲市场持保守观望态度。现在真正需要的是德国乃至整个欧洲主 动把握时机。如果处理得当，就能真正促进经济发 ...

"绿色电力证书就相当于绿电的'身份证'，比如这张绿证，表明了绿电的来源是广州，绿电的类型是生 物质能。"杭州市综合能源服务公司副总经理赵颖介绍。 商报讯(通讯员陈震扬范金凯记者严佳炜)近日，第五届世界生物圈保护区大会主办方领到一张由国家能 源局颁发的绿色电力交易证书凭证。通过绿证交易，主办方认购绿证79个，将在会议期间实现100%绿 电供应。 "绿电"即绿色电能，指来自风能、太阳能等可再生能源的绿色电力，生产绿电过程中产生的二氧化碳排 放为零，相较使用煤炭、石油、天然气等化石燃料的火力发电更加环境友好，有利于可持续发展。 前期，国网杭州供电公司"零碳工程师"团队对场馆用能情况进行预估测算，认为会议总用电量约为 78200千瓦时。在杭州市绿证绿电碳业务服务中心积极指导推动下，大会主办方购买了79个单位的2025 年度国内绿色电力证书，相当于购买了7.9万千瓦时的绿电，从而实现大会100%绿电供应。 据了解，本届世界生物圈保护区大会后续将正式完成零碳会议认证。国网杭州供电公司也将在会议期间 为大会提供可靠电力保障，助力大会全方位展现中国在推动绿色发展、实现碳中和目标方面的切实行动 与创新实践。 绿电供应背后，是国 ...

绿电供应背后，是国网杭州供电公司在落实国家"双碳"目标、推动绿色能源转型上的持续发力。截 至去年，杭州全市完成绿电交易23亿千瓦时、绿色电力证书交易628万个，单位GDP能耗降至0.25吨标 准煤/万元，排名全省第一，领先全国平均水平。今年4月，该公司联合杭州市发改委成立全国首个地市 级绿证绿电碳业务服务中心，为全市绿电、绿证、"双碳"等业务提供信息咨询与政策解读等公共服务， 探索绿证消费长效机制，构建政府、企业和市场协同发力的绿色低碳生态圈。 据了解，本届世界生物圈保护区大会后续将正式完成零碳会议认证。会议期间，国网杭州供电公司 将持续提供可靠电力保障，助力大会全方位展现中国在推动绿色发展、实现碳中和目标方面的切实行动 与创新实践。 前期，国网杭州供电公司"零碳工程师"团队对场馆用能情况进行测算，预估会议总用电量约为 78200千瓦时。在杭州市绿证绿电碳业务服务中心的指导及推动下，大会主办方购买了79个单位的2025 年度国内绿色电力证书，相当于购买了7.9万千瓦时的绿电，从而实现大会100%绿电供应。除了杭州国 际博览中心，作为大会重要考察承接地与分会场，天目未来谷内生态研学馆、考察展示区等核心场所也 通 ...