中新网成都12月18日电 (记者 岳依桐)"天府森林四库"建设阶段性成效及相关工作情况新闻发布会18日 在成都举行。四川省林业和草原局总工程师张革成在会上表示，四川以"天府森林四库"之"碳库"建设为 抓手，扎实推进护绿增绿降碳，加强林草生态系统碳汇资源开发，力争到2030年，全省森林年碳汇量达 到1亿吨二氧化碳当量，碳储量达到10亿吨，林业碳汇项目开发规模超过3000万亩，森林碳库生态价值 转化体系基本建成。 发布会现场。肖蓉 摄 同时，四川还以省级林草碳汇项目开发试点为抓手，积极推动林草碳汇资源向生态资本转化，开发 CCER造林碳汇项目11个、SCER林草碳普惠项目23个，并完成首批3个林草碳普惠项目交易1.16万 吨，"变现"67.98万元。 另外，为打造具有四川特色碳汇品牌，四川发布了大熊猫栖息地保护修复、草地生态修复、森林经营林 草碳普惠类型方法学和四川林草碳普惠产品名称"蜀林碳惠"及标识。 张革成表示，下一步，四川将继续抓好"天府森林碳库"建设任务落实，对标CCER、SCER有关规则要 求，抓实林草碳汇项目开发交易。同时，不断丰富"碳汇+"场景，拓展林草碳汇消纳渠道，积极引导社 会资本参与林草碳汇项 ...

新华社北京12月18日电 题：推动经济社会发展全面绿色转型——七论学习贯彻中央经济工作会议 精神 推进碳达峰碳中和是我们对国际社会的庄严承诺，也是推动经济结构转型升级、形成绿色低碳产业 竞争优势，实现高质量发展的内在要求。要深入推进重点行业节能降碳改造，大力发展绿色低碳产业， 使发展建立在高效利用资源、严格保护生态环境、有效控制温室气体排放的基础上。要推动传统行业工 艺、技术、装备升级，实现绿色低碳转型。能源是经济社会运行的基础和动力，也是绿色转型和"双 碳"工作的主战场。要制定能源强国建设规划纲要，加快能源结构调整，深化能源体制机制改革，加快 新型能源体系建设，扩大绿电应用，抓好能源领域降碳。要加强全国碳排放权交易市场建设，推动建成 更加有效、更有活力、更具国际影响力的碳市场。 绿水青山就是金山银山。绿水青山和金山银山决不是对立的，要正确处理好生态环境保护和发展的 关系，让绿水青山充分发挥经济社会效益。高水平保护是高质量发展的重要支撑，生态优先、绿色低碳 的高质量发展只有依靠高水平保护才能实现。要实施固体废物综合治理行动，深入打好蓝天、碧水、净 土保卫战，强化新污染物治理，以高品质生态环境支撑高质量发展。要 ...

2025 年 12 月 18 日 估值具备韧性，关注波段节奏 ---2026 年甲醇期货行情展望 | 黄天圆 | 投资咨询从业资格号：Z0018016 | huangtianyuan@gtht.com | | --- | --- | --- | | 杨鈜汉 | 投资咨询从业资格号：Z0021541 | yanghonghan@gtht.com | 报告导读： 展望 2026 年，甲醇市场预计将以高产量、高库存、低利润为起点，整体价格中枢在成本支撑与供需博弈中震荡，上 半年基本面可能阶段性强于下半年。 成本支撑与利润挤压并存。预计 2026 年国内煤炭供需格局仍有韧性，价格中枢稳定，这将为甲醇提供成本支撑。 国 泰 君 安 期 货 研 供应增速放缓，进口仍是关键。国内产能虽维持增长，但增速下降，且存量产能利用率已处高位，预计 2026 年国内 产量增速将显著下滑。供应端的核心变量依然是进口。上半年，受伊朗季节性限气影响，进口量环比预计下降，对港口库 存形成一定减压。但同比看，因 2025 年底伊朗装置停车晚于往年，且非伊货源（如马来西亚、委内瑞拉）供应充足，上 半年进口总量可能仍高于 2025 年同期。下半年， ...

Core Viewpoint - The article emphasizes the importance of accelerating the construction of a new energy system in China, which is essential for achieving energy security, promoting green low-carbon development, and supporting high-quality economic growth [2][4][6]. Group 1: Significance of Accelerating the New Energy System - Accelerating the construction of a new energy system is a necessary requirement for advancing the energy revolution and building an energy powerhouse [4]. - It is a strategic choice to ensure energy security and gain an advantage in major power competition, especially in the context of global energy supply and demand changes [5]. - The new energy system is crucial for achieving carbon peak and carbon neutrality goals, as nearly 90% of carbon emissions in China are due to fossil fuel combustion [6]. Group 2: Basic Requirements for New Energy System Construction - The new energy system aims to gradually establish a supply structure dominated by non-fossil energy, with fossil energy serving as a backup [9]. - Non-fossil energy sources like solar, wind, and nuclear will become the main supply, marking a significant shift from the traditional energy system [9]. - Fossil energy will still play a role in ensuring stability and reliability in the energy system, complemented by advancements in carbon capture technologies [10]. Group 3: Key Tasks for Implementing the New Energy System - Increase the proportion of renewable energy supply by developing wind, solar, hydro, and nuclear energy, while promoting distributed energy solutions [12]. - Enhance the clean and efficient use of fossil energy, aiming to peak coal and oil consumption while gradually reducing reliance on coal [13]. - Construct a new power system that supports the integration of renewable energy sources and enhances the resilience of the electricity grid [13]. - Promote green and low-carbon energy consumption across various sectors, including transportation and construction, to reduce energy waste [14]. - Accelerate energy technology innovation to address key technological gaps and promote the integration of digital technologies with the energy sector [15]. - Improve the energy market system and pricing mechanisms to facilitate competition and ensure energy security [16].

Core Insights - China's green finance is transitioning from "scale expansion" to a new phase characterized by "structural differentiation and functional deepening" across multiple sectors [2][20]. Group 1: Green Credit - Green loans have become the main engine of credit growth, with a total balance of 43.51 trillion yuan as of Q3 2025, reflecting a 17.5% increase from the beginning of the year, and accounting for 43.9% of all loan increments during the same period [3][44]. - Major state-owned banks, including ICBC, CCB, ABC, and BOC, maintain green loan balances between 4 trillion and 6 trillion yuan, with growth rates between 14% and 20% [3][5]. - Regional banks like Beijing Bank and Qilu Bank have shown remarkable growth rates of 26.2% and 35%, respectively, indicating a shift towards supporting local green manufacturing and clean energy projects [3][5]. Group 2: Green Bonds - In November, the green bond market saw a significant rebound, with 94 new bonds issued, totaling 137.39 billion yuan, marking a 51.6% increase in the number of bonds and a 157.8% increase in total issuance compared to October [6][44]. - Financial bonds dominated the market, accounting for nearly 60% of the total issuance in November, highlighting the pivotal role of financial institutions in the green financing ecosystem [6][46]. Group 3: Carbon Market - The national carbon market experienced a "volume and price increase" in November, with an average carbon price of 57.73 yuan per ton, up 20.7% month-on-month, and a transaction volume of 47.75 million tons, totaling 2.757 billion yuan [7][51]. - The cumulative transaction volume for the year has surpassed 187 million tons, indicating a significant increase in market activity and the establishment of the carbon market as a crucial component of China's green finance system [8][51]. Group 4: Green Electricity and Certificates - In October, the issuance of renewable energy green power certificates (green certificates) reached 370 million, a substantial increase, although the number of tradable certificates did not rise correspondingly, leading to a decrease in their market share [9][52]. - The average price of green certificates for 2025 production year saw a significant drop of 19.14%, indicating market volatility influenced by supply-demand dynamics [9][56]. Group 5: Secondary Market - The secondary market for green financial assets displayed a clear divergence, with the Green Finance 100 Index declining by 3.52%, while the China Green Bond Index only slightly adjusted by 0.12%, reflecting a shift towards fundamental valuation and risk aversion among investors [10][41].

在近日举行的第六届电器产业链生态合作大会的主旨大会上，《首批符合电器电机能效新国标要求的产 品推荐目录》和《首批绿色低碳电子家电及零部件产品推荐目录》正式发布，目录共收录37家企业的 108个产品型号，会上为收录企业代表颁发证书。 近两年，国内电器电机领域能效新国标密集落地实施。其中，厨房电器能效新国标（GB 21456-2024） 已于2025年9月1日实施、空气净化器能效新国标（GB 36893-2024）和永磁同步电动机能效新国标（GB 30253-2024）已于2025年10月1日实施；而燃气灶具能效新国标（GB 30720-2025）将于2026年3月1日实 施、商用制冷器具能效新国标（GB 26920-2024）将于2026年4月1日实施、家用电冰箱能效新国标（GB 12021.2-2025）将于2026年6月1日实施，对电器电机产品的能效水平提出了更高要求。 为贯彻落实国家碳达峰碳中和战略部署，培育壮大绿色发展新动能，推动电器电机行业绿色低碳转型， 中国电器工业协会工业日用电器分会、中国电器工业协会分马力电机分会开展了"首批符合电器电机能 效新国标要求"和"首批绿色低碳电子家电及零部件"的产品征 ...

（来源：江苏省可再生能源行业协会） 12月15日，2026年全国能源工作会议在北京召开。会议明确，以2030年初步建成新型能源体系、2035年基本建成能源强国为主线，为社会主义现代化强国 建设提供更强有力的能源支撑。 会议部署了2026年能源工作重点任务。 一是高质量高标准编制实施"十五五"能源规划。全力抓好规划编制和衔接，增强能源规划的科学性、预见性和主动性，推动形成全国能源规划一盘棋。以 重大项目带动能源规划落地实施，细化时间表、路线图、优先序，强化年度计划和调度。 二是推动实现更高水平能源安全保障。夯实煤炭供应保障基础，提升电力保供水平，增强油气生产供应能力，优化能源骨干通道布局，提升能源基础设施 本质安全水平。 三是扎实推进能源绿色低碳转型。持续提高新能源供给比重，全年新增风电、太阳能发电装机2亿千瓦以上，有序推进重大水电项目，积极安全有序发展 核电，加强化石能源清洁高效利用。 四是加快推进能源科技自立自强。组织开展"人工智能+"能源融合试点和"人工智能+"能源标准化提升行动，扎实推进智能电网重大专项等能源重大技术装 备攻关，前瞻布局氢能、核能等未来能源产业。 五是全力保障民生和企业多元化用能需求。强 ...

Core Insights - The article highlights the continuous growth and development of the renewable energy sector in China, emphasizing the significant contributions of various energy sources such as solar, wind, and lithium batteries to the country's carbon neutrality goals [1][6]. Renewable Energy Growth - China's renewable energy sector is on track to meet its carbon peak and carbon neutrality goals, with renewable energy accounting for nearly 60% of the total installed capacity as of June 2023 [1]. - In the first half of 2023, the newly installed renewable energy capacity reached 268 million kilowatts, a year-on-year increase of 99.3%, representing 91.5% of the total new installations [1]. - Renewable energy generation accounted for approximately 39.7% of the total electricity generation in the first half of 2023, with a total generation of 1,799.3 billion kilowatt-hours, marking a 15.6% increase year-on-year [2]. Policy and Market Trends - By 2025, the renewable energy sector is expected to undergo a policy shift focusing on quality and efficiency rather than just expansion, aiming to enhance energy security and promote a green transition [2]. - The solar industry is set to see a significant increase in new installations, with an expected 27.8 million kilowatts added in 2024, a 28% year-on-year growth [3]. Wind Energy Development - Wind energy is crucial for optimizing China's energy structure, with plans to accelerate the construction of large wind power bases and promote offshore wind development [4]. - In 2024, the newly installed wind power capacity is projected to reach 79.82 million kilowatts, a 6% increase, with total installed capacity expected to reach 521 million kilowatts by the end of the year [4]. Lithium Battery Industry - The lithium-ion battery industry is experiencing rapid growth, with a total output expected to exceed 1.2 trillion yuan in 2024, and production reaching 1,170 GWh, a year-on-year increase of over 24% [5]. - The export volume of lithium batteries is projected to reach 3.91 billion units in 2024, setting a new historical record [5]. CEO Performance and Company Insights - The article presents the 2024 Super CEO list, highlighting the performance of CEOs in the renewable energy sector, with a median revenue growth of 14.44% and a net profit growth of 18.25% among the listed companies [9]. - Notable CEOs include Zeng Yuqun from CATL, who led the company to achieve a revenue of 362.01 billion yuan in 2024, despite a 9.7% year-on-year decline, while net profit increased by 15.01% [15]. - The CEO of Sungrow, Cao Renxian, reported a revenue of 77.86 billion yuan in 2024, with a net profit increase of 16.92% [16]. - Jin Feng Technology's CEO, Cao Zhigang, achieved a revenue of approximately 56.70 billion yuan in 2024, with a net profit growth of 39.78% [17].

能源安全是关系国家经济社会发展的全局性、战略性问题，对国家繁荣发展、人民生活改善、社会长治 久安至关重要。当前，我国能源发展面临全球能源供需格局深刻调整、国内供应保障与绿色转型统筹推 进的复杂局面，保障能源安全任务仍然艰巨。党的二十届四中全会对"十五五"时期能源安全工作作出了 明确部署，提出要"夯实国家安全基础保障，确保粮食、能源资源、重要产业链供应链、重大基础设施 安全"。确保能源安全，必须夯实基础保障。这里的基础保障既包括能源生产、储运、消费等环节的"硬 设施"，也涵盖战略规划、技术创新、体制机制等"软支撑"，是一个多维度、多层次的系统工程。只有 全面夯实能源发展的各项基础，才能在复杂多变的环境中牢牢把握能源安全主动权，为中国式现代化建 设提供安全可靠的能源保障。 一、深刻领会习近平总书记关于国家能源安全的重要论述精神 深刻领会保障能源安全的重要意义。习近平总书记指出，"能源安全关系我国经济社会发展全局，是最 重要的安全之一""能源保障和安全事关国计民生，是须臾不可忽视的'国之大者'""能源的饭碗必须端在 自己手里"，这些重要论述深刻揭示了能源安全在国家发展全局中的重要地位。历史和实践反复证明， 充足的能 ...

Core Viewpoint - The article emphasizes the increasing electrification of end-use energy in China, which is seen as a crucial step towards achieving carbon neutrality and enhancing industrial productivity [1][4]. Group 1: Definition and Importance of Electrification - End-use energy electrification refers to the transition from traditional fossil fuels to electricity in various applications, such as heating and cooking in households and manufacturing processes in industries [2]. - Electrification is considered a significant indicator of a country's modernization and advanced productivity levels, particularly in high-energy industries like steel and chemicals [5]. Group 2: Benefits of Electrification - The shift to electricity reduces environmental impacts associated with fossil fuels, as electricity can be sourced from cleaner renewable resources [3]. - Electrification supports stable energy consumption across economic sectors, enhancing the efficiency and safety of electricity use while promoting a reliable power supply system [4]. Group 3: Current Electrification Rates and Projections - As of 2024, China's electrification rate reached 28.8%, indicating that nearly 30% of total energy consumption is from electricity, which is higher than that of major developed economies [4]. - The electrification rate is projected to increase by approximately 1 percentage point annually, reaching around 35% by 2030, surpassing the rates of OECD countries [11]. Group 4: Case Studies and Implementation - The industrial sector in Shanxi Province serves as a model for electrification, where coal-fired furnaces have been replaced with electric furnaces, resulting in significant energy savings and environmental benefits [6]. - Innovative projects, such as the establishment of integrated microgrid systems in rural areas, demonstrate the practical applications of electrification in enhancing local energy efficiency and supporting community development [7]. Group 5: Market and Policy Support - The establishment of a unified national electricity market and the promotion of green electricity trading are crucial for facilitating the electrification process [9]. - The government is actively promoting policies to enhance energy efficiency and reduce carbon emissions across key industries, thereby supporting the electrification agenda [7].