■ 张菁秋 在当前全球地缘政治格局深刻演变的背景下，资源能源安全正成为各国国家战略的重要支柱。尤其是关键矿产作为新能源、半导体、军工等战略性产业的 基础支撑，其供应链安全关系到一个国家的科技发展、工业体系乃至整体经济安全。近年来，美国通过"关键矿产清单"，强化关键资源的战略管控;欧 盟、澳大利亚等经济体也纷纷制定关键原材料战略，以降低对外依赖。美国总统特朗普于2025年3月签署旨在加强美国关键矿产生产的行政令，4月启动关 键矿物进口"232调查"，对于资源的争夺已演化为以供应链安全为核心的全方位战略博弈。在此背景下，日本长期以来在资源获取方面所采取的"资源外 交"战略再次引发关注。 日本作为关键矿产消费大国，其资源高度依赖进口，本土关键矿产资源供给能力偏弱。为确保国家战略性产业的核心资源供给，日本政府长期将保障关键 矿物及工业原材料的稳定获取置于政策制定的优先位置，早在20世纪就已通过设立专门机构、推动对外合作、拓展海外资源布局，逐步形成了一套具有特 色的资源外交体系，其经验对当前我国应对关键矿产资源国际竞争、提升资源供应链韧性具有重要借鉴意义。 一、日本资源外交演变历史及特点 自20世纪60年代以来，日本资 ...

重庆市长寿区作为西部地区重要的综合性化工基地，聚集了大量化工企业。长期以来，化工产业因"高 耗能、高污染"的标签，在绿色转型过程中面临着严峻的融资难题。在中国人民银行重庆市分行的指导 下，中国人民银行长寿分行通过强化部门联动、加强政策引领和推动产品创新，以转型金融为抓手，助 力当地化工行业实现绿色蝶变。 政策标准引领 2024年，《中共中央国务院印发关于加快经济社会发展全面绿色转型的意见》明确提出，要研究制定转 型金融标准，为传统行业绿色低碳转型提供合理必要的支持。 中国人民银行长寿分行迅速响应，结合辖区化工产业聚集的特点，围绕科学确定转型标准展开积极探 索。该行加强与区生态环境局等部门的联动，组织金融机构及相关单位联合开展专题调研；根据行业及 产品特性，深入分析转型路径的可行性与减排潜力，在核算企业碳排放历史基线的基础上，探索设定企 业转型的基准值与目标值，成功制定有机化学原料制造行业转型金融标准。与此同时，该行推动建立长 寿区转型贷款财政贴息机制，对获得转型融资的企业额外给予100个基点的利率贴息，最大程度激发企 业低碳转型的内生动力。 激活绿色发展动能 走进重庆欣欣向荣精细化工股份有限公司的生产车间，机 ...

相关上市企业：宝钢股份（600019）、鞍钢股份（000898）、沙钢股份（002075）、首钢股份 （000959）、南钢股份（600282）、河钢股份（000709）、中国船舶（600150）、中国重工（601989） 内容概况：近年来，中国造船业呈现蓬勃发展态势，直接推动造船板市场需求持续攀升。作为全球最大 的造船板消费市场之一，国内产能已实现对需求的充分覆盖。2025年上半年，中国重点统计企业造船板 带产量为1081万吨，同比增长26.73%。《船舶制造业绿色发展行动纲要》等政策文件的出台，加速了 低碳技术研发与产业转型，通过设立专项基金重点扶持龙头企业布局全产业链，为行业升级提供了方向 性指引。与此同时，生产工艺的突破成为产能释放的核心支撑——控轧控冷、热处理等技术的优化，显 著提升了板材的力学性能与耐腐蚀性；5G+工业互联网在船厂的深度应用，则推动生产效率提升30%， 将产品错误率控制在0.12%以内。例如，大连船舶重工通过引入"数字孪生船坞"技术，实现设计-生产周 期缩短30%，直接拉动对高强度、高精度船板的需求。这种技术-生产-市场的正向循环，不仅巩固了中 国在常规船型领域的成本优势，更在LN ...

Core Viewpoint - The "Wugang Declaration" was officially released during the China Soy Products Industry Innovation Development Seminar, emphasizing the importance of the soy products industry in ensuring quality plant protein supply, optimizing national dietary structure, and contributing to rural revitalization and economic growth [1][2]. Group 1: Declaration Overview - The "Wugang Declaration" outlines four key areas: strengthening the foundation of the soy products industry, driving innovation for value enhancement, integrating to build a prosperous ecosystem, and ensuring sustainable development through green transformation [2][4][5]. - The total output value of the Wugang soy (braised) products industry cluster is projected to reach 7.89 billion yuan in 2024, with the city aiming for a target of 10 billion yuan this year [2][3]. Group 2: Industry Development - Wugang City, known as the "Capital of Braised Dishes in China," has a long-standing history in the soy products industry, which has been supported by local government initiatives to promote high-quality economic development [3]. - The city has established a comprehensive ecological green food industry chain covering soybean planting, deep processing, and diversified sales, with 38 large-scale enterprises and several recognized agricultural leading enterprises [3]. Group 3: Technological and Market Innovations - The declaration emphasizes the need to break through core technology bottlenecks and expand product diversification, including the development of health foods and new materials based on soybean protein [5][6]. - Wugang City has successfully integrated online and offline sales channels, with annual online sales exceeding 1.5 billion yuan and products reaching over 30,000 offline stores and more than 20 countries [3]. Group 4: Green Transformation and Consumer Awareness - The declaration promotes a full-chain green production approach, advocating for the resource utilization of by-products and the reduction of energy consumption and emissions [7]. - There is a focus on raising consumer awareness regarding the nutritional and environmental benefits of soy products, aiming to foster a sustainable consumption trend [7].

Core Insights - China's role in global affairs is increasingly prominent, as it strives to provide high-quality international public goods [2] - The country's economic growth is projected to exceed 130 trillion RMB in 2024, with a steady growth rate of 5% [2] - China's electric vehicle production and sales have seen significant growth, with a year-on-year increase of 41.4% and 40.3% respectively, and exports surging by 75.2% [2][3] Economic Performance - International organizations, including the IMF and Morgan Stanley, have raised their economic growth forecasts for China following impressive half-year results [3] - China is recognized as one of the leading countries in future industry investments, particularly in electric vehicles, battery technology, solar panels, and wind turbines [3] Global Sustainability Efforts - China is actively addressing climate change and promoting the implementation of the Paris Agreement, contributing to the reduction of renewable energy product prices [3] - The country is enhancing bilateral and regional economic cooperation, expanding its high-standard free trade zone network, with 23 free trade agreements signed with 30 countries and regions [3] Regional Cooperation - The Belt and Road Initiative is seen as a means to assist developing countries in modernizing their infrastructure and achieving development opportunities [3] - Asian countries, represented by China and ASEAN nations, are encouraged to strengthen dialogue and cooperation through multilateral platforms to promote regional development [4]

近日，资深媒体人、阳光媒体集团董事长杨澜担任第三届21世纪"活力·ESG"形象大使，并为论坛送上 祝福。杨澜表示，可持续发展的核心是"以人为本"，而ESG理念恰恰为这种全面发展提供了清晰的路 径。 ESG早已不是企业锦上添花的加分项，而是决定生存权的必答题。性别平等、多元包容亦是ESG理念中 社会责任的重要内涵，社会公众人物也已意识到环境保护、社会责任的重要性。 0:00 21世纪经济报道记者卢陶然、李德尚玉 北京报道 8月16日，由南方财经全媒体集团指导、21世纪经济报道联合东方证券主办的第三届21世纪"活力 ·ESG"创新论坛即将在上海浦东开幕。站在"十四五"收官与"十五五"谋篇的历史交汇点，本届论坛以"智 启新程，共筑未来"为主题，聚焦绿色转型与高质量发展。 杨澜曾在2023年担任21世纪"活力·ESG"论坛社会责任大使，至今深耕女性赋能领域十余年，在提升女 性精神追求、推动女性领导力、鼓励绽放"她"力量方面作出了突出的社会贡献。 加快全面绿色转型！第三届21世纪"活力·ESG"创新论坛邀你来，共议高质量发展蓝图（点击报名参 会）。 ...

中国石油大学(北京)副校长、克拉玛依校区党委书记兼校长李军指出，当前，西部能源化工产业正处于 绿色转型的关键时期——既要起到保障国家能源供给的"压舱石"作用，又要全力守护好脆弱的生态环 境，这无疑是时代赋予的重大课题。 会上，刘忠范、贺泓、张锦、徐春明、曾宏波、杨涛6位院士和胡杰分别作了大会报告，展现了最新研 究成果，为西部能源化工的绿色发展提供了多种路径。 本次会议共设9个专题分论坛，涵盖了传统能源的清洁高效利用、面向未来的低碳变革以及对生态环境 治理的核心关切。 在"双碳"目标深入推进的背景下，西部能源化工产业的绿色转型与生态环境修复已成为关乎国家战略的 重要课题。日前中国化工学会于克拉玛依市召开的"2025年(第二届)西部能源化工与生态环境"学术会 议，聚焦绿色能源化工与生态环境修复，为破解这一难题搭建了极为重要的交流平台。 中国化工学会副秘书长胡杰在致辞中指出，西部是国家能源安全的重要保障基地，但也面临着生态环境 相对脆弱、水资源短缺、环境承载力有限等严峻挑战。"富煤、贫水、生态弱"的区情，决定了发展绿色 能源化工、加强生态环境修复是西部实现高质量发展的必由之路，更是服务国家"双碳"战略目标的必然 要 ...

Core Insights - The ranking of China's top 60 cities by GDP for the first half of 2025 reveals a shifting economic landscape driven by technological innovation, industrial collaboration, and green transformation [1] - Competition between leading and mid-tier cities is intensifying, with a focus on balancing scale expansion and quality improvement as key to future urban competitiveness [1] Group 1: Leading Cities - Shanghai and Beijing continue to lead with GDPs exceeding 2.5 trillion, while Shenzhen solidifies its position as the third-largest economic center with a GDP surpassing 1.8 trillion [1][4] - The Yangtze River Delta cities are performing well, with Suzhou achieving a growth rate of 7.82%, and both Hangzhou and Nanjing surpassing the 1 trillion GDP mark [1][5] - Ningbo's GDP reached 8860.97 billion, marking a significant increase of 653 billion, surpassing cities like Tianjin [3][5] Group 2: Ningbo's Development - Ningbo's economic transformation is highlighted by a 23% year-on-year increase in the digital economy's core industry value, now accounting for 8.7% of its GDP [3] - The city's industrial investment growth rate stands at 18.9%, leading the Yangtze River Delta region, and the port economy is evolving significantly [3] Group 3: Challenges for Traditional Industries - Quanzhou has dropped to 23rd place despite maintaining a GDP of 6357 billion, with a growth rate decline of 2.1 percentage points to 7.29% [11] - The city faces challenges due to its high reliance on traditional industries, which constitute over 60% of its industrial output, and a pressing need for digital transformation and brand upgrading [11] Group 4: Emerging Cities - Wuhu has made its debut in the top 60 with a GDP of 2595 billion and a growth rate of 6.56%, driven by strategic emerging industries [15] - The city has seen a 47% year-on-year increase in the new energy and intelligent connected vehicle industry, showcasing its innovation-driven development [15] Group 5: Regional Economic Shifts - Cities like Shijiazhuang and Nanning have seen significant ranking improvements, while traditional industrial bases in Northeast China are showing positive signs of transformation [15] - The contrasting trends between the stabilization of leading cities and the fierce competition among mid-tier cities indicate a more intense future urban competition landscape [15]

Core Insights - The sixth China Aluminum Industry High-Quality Development Conference was held in Hohhot, focusing on "strengthening technological innovation leadership and empowering comprehensive green transformation" [1] - The conference resulted in the signing of seven key projects with a total investment of 8.3 billion yuan, including the production of 600,000 tons of new pre-baked anodes and 100,000 tons of high-end aluminum foil [1] Group 1 - Over 200 industry leaders, experts, and entrepreneurs gathered to discuss the future path of the aluminum industry and to create a new blueprint for high-quality development [1] - The signed projects cover critical areas such as deep processing of aluminum and include a comprehensive logistics industrial park and recycling aluminum smelting [1] Group 2 - Hohhot has abundant coal resources and is transitioning from a traditional "coal-electricity-aluminum" model to a "green electricity-aluminum" model, contributing to the establishment of a "trillion-level green low-carbon aluminum-based new materials industry cluster" [1] - The conference is part of the 13th Inner Mongolia "Talent Prosperity" high-level talent cooperation and exchange event, organized by the China Nonferrous Metals Industry Association [1]

Core Viewpoint - Climate change is a global challenge that impacts not only environmental protection but also energy security, social stability, and risk distribution [2] Group 1: Climate Change and Energy Security - The urgency and complexity of addressing climate change have intensified due to rising resource risks, trade protectionism, and sluggish global economic growth, particularly affecting underdeveloped regions [3] - Human activities have led to a global temperature increase of 1.2°C compared to pre-industrial levels, with a high probability of exceeding the 1.5°C threshold in the next five years [3] - Extreme weather poses systemic threats to energy systems, affecting wind power efficiency due to reduced wind speeds and increasing power supply tensions due to high temperatures and droughts [3] Group 2: Strategies for Energy Resilience - A model indicates that for every unit increase in the extreme climate risk index, total power generation will significantly decline, with wind power being the most affected [4] - Four strategies proposed to address these challenges include: 1. Establishing a climate risk monitoring and early warning system [4] 2. Optimizing diversified energy supply and promoting collaboration among wind, solar, hydro, and thermal power [4] 3. Creating an emergency mechanism for the electricity market under extreme climate conditions [4] 4. Innovating climate financial products, such as carbon asset insurance and green industry funds, to support energy resilience [4] Group 3: Comprehensive Development Goals (CDGs) - The report presented at the seminar critiques existing global development indicators, highlighting limitations in the Human Development Index (HDIs) and Sustainable Development Goals (SDGs) [5] - The new Comprehensive Development Goals (CDGs) framework emphasizes a "bottom-up, practice-driven" approach, focusing on "human development and social progress" across five dimensions: innovation, coordination, green development, openness, and sharing [5] - The CDGs report suggests incorporating natural capital into core indicators, increasing spatial dimension analysis, and utilizing AI technology for future trend predictions [6]