此外，广东省还在积极推进粤港产品碳标签互认，推动绿色贸易标准的统一，为出口企业提供有力 支撑，帮助其应对欧盟等地区的碳边境调节机制。 促进环保产业高质量发展 会上，省生态环境厅综合处副处长徐宇波详细解读了《措施》的具体内容。他指出，《措施》提出 了九条重点措施，构建了"生态—产业—市场"三位一体的政策体系，旨在推动产业布局优化、绿色转型 以及产业生态赋能。重点包括：优化产业空间布局、加速传统产业的绿色转型、推动"生态+"产业赋 能、以及强化环保服务保障等方面。 徐宇波强调，《措施》通过提出系统的工作框架和实施方案，将为广东省的现代化产业体系建设提 供有力的生态环境支撑。特别是对于环保产业、静脉产业（废物回收再利用产业）等领域，《措施》提 出了具体的推动措施，助力企业在绿色低碳转型中占据竞争优势。 碳足迹管理助力企业应对国际挑战 在回应记者关于气候变化与国际贸易形势的问题时，应对气候变化与交流合作处副处长陈毅军介绍 了广东省在碳足迹管理方面的努力与成果。广东省是中国的制造业大省，面对国际市场对碳足迹和排放 管理日益严格的要求，省生态环境厅积极推动企业应对这些挑战。陈毅军表示，广东已建立了碳标签平 台，并发布了多 ...

4月29日晚间，全球集运龙头中远海控（601919）发布了2025年第一季度业绩。公司营收、利润、现金流、货运量、 码头业务等各项数据指标表现稳健，实现了"稳中有进"的良好开局。 具体来看，今年一季度，中远海控业绩增长强劲，公司实现营业收入579.60亿元，同比增长20.05%，这一增速较2024 年同期的1.94%呈现显著提升，营业收入创近三年同期新高。公司一季度实现净利润132.30亿元，同比增幅高达 72.13%，创下近三年单季度最佳表现；实现归母净利润116.95亿元人民币，同比增长73.12%。值得注意的是，公司净 利润增速远高于营收增速，这种"剪刀差"现象，反映出公司在成本管控方面的卓越成效。 在资产质量方面，一季度末，公司的资产负债率进一步降至41.97%，创公司上市以来新低。长期借款减少4.14亿元至 301.13亿元，债务期限结构持续优化。公司期末货币资金规模达到1879.11亿元，为短期借款(24.46亿元)的76.8倍，流 动比率(流动资产/流动负债)提升至1.7133，创2023年以来同期新高。这种充裕的流动性储备为公司应对行业周期性波 动提供了充足缓冲。 近年来，中远海控聚焦数智化和 ...

Core Insights - The national carbon market in China experienced increased trading activity in April, driven by news of industry expansion, with daily average trading volume of carbon allowances (CEA) reaching 233,100 tons, a nearly 50% increase from March's 158,800 tons [1][2] - Despite the rise in trading activity, carbon prices continued to decline, with the average closing price for CEA in April at 82.26 yuan per ton, down 6.42% from March's 87.90 yuan per ton [2] Group 1 - The Ministry of Ecology and Environment issued a notification on April 23 regarding the management of the national carbon market, outlining key tasks and deadlines for major emitting sectors including power generation, steel, cement, and aluminum smelting [1][2] - The notification mandates that units with annual direct emissions of 26,000 tons of CO2 equivalent must be included in the key emissions unit directory, which will prevent overlapping management with local carbon markets [2] Group 2 - The research center forecasts that carbon prices in the national market will continue to decline in May, with expected buying price at 78.37 yuan per ton and selling price at 82.66 yuan per ton, indicating a downward trend in market expectations [2] - The indices for buying and selling prices are projected to decrease by 7.70% and 7.32% respectively, reflecting a broader trend of declining carbon prices [2]

Core Viewpoint - The release of the "Notice on Promoting the Development of Private Economy in the Energy Sector" signals strong government support for private enterprises to engage in high-quality development and contribute to the green and low-carbon transformation of the economy and society [2] Group 1: Challenges Faced by Private Enterprises - Private enterprises face high entry barriers and an unfair competitive environment in the energy sector, particularly in traditional oil, gas, and nuclear power fields dominated by state-owned enterprises [3] - Financing difficulties, including high costs and stringent requirements for loans, hinder private enterprises' investment in energy projects [4] - Existing institutional mechanisms are inadequate to meet the demands of new energy business models, with a lack of unified standards and support for emerging sectors [5][6] Group 2: Measures to Support Private Enterprises - The notice emphasizes enhancing support for private enterprises' energy investments, including participation in infrastructure projects and easing financing pressures through various channels [7][8] - It encourages private enterprises to engage in new energy business models, such as distributed energy and smart microgrids, to leverage their innovative potential [9][10] - The notice outlines the need for fair competition in the energy market, including regulatory measures to prevent monopolistic practices and ensure transparency [11][12][13] Group 3: Implementation and Local Support - The notice stresses the importance of implementing policies effectively, including streamlining energy project approval processes and safeguarding the legal rights of private enterprises [14][15] - Local energy management departments are urged to tailor measures to support private enterprises based on regional conditions, fostering a conducive environment for their development [15]

（艾比森为巴黎奥运会开幕式、奥运会赛事场馆、奥运火炬传递及庆祝活动核心区域提供了50多块高品 质LED大屏，图源：公司官微） 又一年财报季，艾比森（300389.SZ）以稳健经营答卷彰显其作为全球领先至真LED显示应用与服务提 供商发展之韧性：面对复杂多变的全球市场，凭借多区域的平衡布局，海外市场连续三年保持两位数增 长；国内市场受宏观经济和产业变革影响需求放缓，其迅速从聚焦规模扩张调整为选择价值客户做深 耕，以谋行稳致远。 伴随年报发出的，还有《艾比森2024年社会责任报告》（以下简称《报告》），让投资者能在经营数据 之外，从更高维度的ESG（环境、社会责任和公司治理）范畴，观察和评判其发展质量。 在当今全球高度关注可持续发展与绿色低碳转型的大背景下，企业社会责任已成为衡量企业竞争力的关 键要素。 解码这份《报告》，系统性展现了其在绿色低碳转型、技术创新与全球责任履行中的深度实践，同时还 给出了头部企业践行绿色低碳、用责任诠释高质量发展未来的新展望。 某种意义上，作为一家深耕行业24年并始终坚持长期主义的"领头羊"企业，艾比森的《报告》还在一定 程度上代表了LED显示屏行业科技向善、诚信经营、创新驱动、绿色 ...

能源领域民营经济发展 支撑有力 空间广阔 华北电力大学教授、国家能源发展战略研究院执行院长 王鹏 促进民营经济健康发展、高质量发展，是习近平总书记在民营企业座谈会上的明确要求。国家能源局深 入贯彻习近平总书记重要讲话精神，就促进能源领域民营经济发展进行专题研究部署，印发《国家能源 局关于促进能源领域民营经济发展若干举措的通知》（以下简称《通知》），凸显了不折不扣落实中央 要求的政治责任担当，凸显了遵循社会主义基本经济制度推动能源绿色低碳转型和建设新型能源体系的 信心决心。 一、《通知》立足能源领域民营经济基础，强化发展动能 能源行业坚定落实"两个毫不动摇"，发展各种所有制经济的功能和作用，近年来积累了雄厚的物质基 础。特别是党的十八大以来，在政策大力支持和市场有效驱动下，民营经济在能源领域不断发展壮大， 运营总体活跃。民营企业紧紧抓住政策红利和市场机遇，逆势增长，中国式现代化的"生力军"作用初步 显现。能源企业"500强"中，民营企业营收总额保持增长势头，占"500强"营收总额的比重接近三成。特 别是在新能源领域，民营企业发挥着创新引领的作用，能源民营企业前100名中有九成企业聚集在光 伏、电池、新能源汽车、 ...

不过，随着近期钢铁行业被正式纳入全国碳市场，行业绿色低碳转型挑战进一步升级。3月26日，生态环境部印发《全国碳排放权交易市场覆盖水泥、钢 铁、电解铝行业工作方案》，三大行业正式纳入全国碳市场。生态环境部采用基于碳排放强度控制的思路分配配额，2025年、2026年设立适应过渡期，2027 年以后将研究建立预期明确、公开透明的行业配额总量，并逐步适度收紧，推动上述行业碳排放强度不断下降。 协会建议国家出台政策扶优劣汰，对能效水平高、碳排放强度低的钢铁企业，在产量分配、绿色金融、产品出口、差别电价等方面给予支持。 "据测算，到今年底要实现超八成产能完成超低排放改造目标，钢铁行业还需再投资约2000亿元；到2060年实现'双碳'目标，全行业大约需要20万亿元资金 投入，平均每年投入超5000亿。"在4月29日召开的2025年一季度信息发布会上，中国钢铁工业协会（简称"中钢协"）党委副书记、副会长兼秘书长姜维表 示。 国内"双碳"目标下，钢铁行业作为碳排放最高的制造业之一，"绿色低碳"正成为行业高质量发展的关键词。 据中钢协数据，我国钢铁行业近年来降碳节能指标不断改善。截至4月20日，共189家钢铁企业（包括一家球团企 ...

姜维表示，2022年以来，钢铁行业利润水平逐年下降，单靠企业自身承担绿色低碳转型的巨额投入困难 很大。同时，银行在向钢铁企业提供贷款时，仍受到"两高一剩"政策限制，影响新增授信和信贷规模。 截至2024年末，我国绿色信贷余额为36.6万亿元，钢铁行业获得的绿色信贷占比不足1%，与钢铁行业 碳排放占全国15%的比例严重不符。钢铁企业融资受限，严重影响了低碳技术研发和绿色转型发展。 新京报贝壳财经讯（记者朱玥怡）"据测算，到2025年底要实现超过80%的产能完成超低排放改造的目 标，钢铁行业还需再投资2000亿元左右。到2060年实现'双碳'目标，全行业大约需要20万亿元资金投 入，平均每年投入超5000亿元。"4月29日，中国钢铁工业协会（"中钢协"）党委副书记、副会长兼秘书 长姜维在2025年一季度信息发布会上表示。 近期，随着钢铁行业正式被纳入全国碳市场，行业面临的绿色低碳转型挑战随之加剧。 3月26日，生态环境部正式印发《全国碳排放权交易市场覆盖钢铁、水泥、铝冶炼行业工作方案》，三 大行业正式纳入全国碳市场。生态环境部采用基于碳排放强度控制的思路分配配额，2025年、2026年设 立适应过渡期，2027年 ...

Core Viewpoint - The article emphasizes China's approach to balancing economic development with carbon reduction goals amid global climate change challenges, highlighting the importance of green low-carbon transformation and the "first establish, then break" strategy to mitigate the impact on economic growth [2][3]. Group 1: Green Transformation Strategy - China is enhancing governance for green low-carbon transformation, achieving significant progress in green development while pursuing economic growth [2]. - The dual goals of carbon peak and carbon neutrality are being pursued simultaneously, with a focus on key industries like new energy vehicles and power market reform [2][3]. - The strategy aims to reduce friction costs associated with green low-carbon transformation while ensuring continuous economic growth [3][4]. Group 2: Renewable Energy Development - China's renewable energy sector is accelerating, with renewable energy accounting for 74.4% of new installed capacity in 2021, and wind and solar power installations reaching 74.33 million kilowatts in the first quarter of 2025 [5]. - The establishment of a market-oriented carbon trading market and carbon pricing mechanisms is seen as essential for incentivizing corporate carbon reduction and promoting green technology innovation [5][6]. Group 3: Industrial Transformation - The transition from traditional high-carbon industries to green energy-driven production methods is crucial for achieving carbon peak and neutrality goals [6][7]. - The development of new green industries, such as new energy vehicles and artificial intelligence, is expected to drive economic growth through industrial transformation [7][8]. - A balanced approach is necessary to address regional disparities in economic structure and resource availability during the green transition [7][8]. Group 4: Policy Recommendations - A phased approach to high-carbon industry exit and low-carbon industry cultivation is recommended, avoiding a one-size-fits-all strategy [8]. - Policies should support low-carbon industry development, enhance technological innovation, and facilitate workforce training to ease the transition [8].