核心阅读 今年一季度，全国交易绿证2亿个，绿色能源消费促进机制加快建立，全社会绿色电力消费水平提升。 在政策推动和需求驱动的共同作用下，广东深圳绿证交易量不断攀升，绿色电力加快流动，绿色低碳发 展迎来新机遇。 登录"南方区域绿色电力交易系统"，丰富的绿证产品"一键可查"——不仅有风电、光伏、生物质等多样 化类型，金额、库存、电力生产年月等信息也一目了然。用户选好项目、下单付款，短短几分钟，就能 轻松完成绿证交易。 今年3月，国家能源局核发绿证1.74亿个，同比增长9.39倍；1至3月，全国交易绿证2亿个。绿电生产规 模不断扩张，绿电绿证消费也在蓬勃发展。 近年来，在政策推动和需求驱动的共同作用下，广东深圳绿证交易量不断攀升，绿色电力加快流动，绿 色低碳发展迎来新机遇。 绿证是什么？ 每交易1个绿证，意味着1000千瓦时绿色电力已上网或被消费 绿电，是风电、光伏、水电等可再生能源发电的统称。绿证，即可再生能源绿色电力证书，是我国可再 生能源电量环境属性的唯一证明，是认定可再生能源电力生产、消费的唯一凭证。 作为绿色电力的"电子身份证"，绿证由国家能源局统一核发。1个绿证对应1000千瓦时可再生能源电 量。也就是 ...

Group 1 - The mayor of Jixi City, Sun Chengkun, emphasizes the need for problem-oriented approaches and enhanced rectification efforts in ecological environmental protection to support high-quality development [1] - Sun Chengkun conducted on-site investigations in various districts, focusing on ecological restoration and the rectification of issues highlighted by environmental inspections [1] - The mayor advocates for integrating ecological restoration with industrial development, soil and water conservation, and farmland protection, aiming to explore new paths for effective ecological restoration [1] Group 2 - At Jidong Thermal Power Company and Shenmei Jixi Shenglong Company, Sun Chengkun highlights the importance of ecological restoration and the implementation of measures for greening and quality supervision [2] - The mayor stresses the need for source control and comprehensive inspections of production processes to accelerate ultra-low emissions and energy-saving modifications [2] - Emphasis is placed on adhering to ultra-low emission standards and implementing pollution prevention measures to support the green and low-carbon development of enterprises [2]

Core Viewpoint - The State Council's decision to amend the "Interim Regulations on Express Delivery" aims to address environmental issues related to packaging in the rapidly growing express delivery industry, which has seen significant growth in recent years [2][3]. Background - The express delivery industry is a crucial part of modern services, significantly contributing to cost reduction in logistics, supporting e-commerce, and creating employment opportunities. In 2024, the industry handled 1.75 trillion packages, maintaining its position as the world's largest for 11 consecutive years. However, this growth has led to excessive resource consumption and environmental pollution, necessitating comprehensive regulatory measures [2]. Overall Approach to Amendment - The amendment focuses on packaging issues, emphasizing three main principles: 1. Problem-oriented approach to enhance packaging management systems for green development [3]. 2. Systematic perspective to clarify responsibilities across the entire packaging chain, including design, production, usage, and recycling [3]. 3. Balancing regulation and guidance to foster a supportive environment for green development while considering industry realities [3]. Responsibilities of Express Delivery Companies - The decision reinforces the responsibilities of express delivery companies in packaging management, mandating compliance with national standards and regulations to prevent excessive packaging and environmental pollution. Companies are required to optimize packaging methods, implement operational norms, and report on the use and recycling of single-use plastics [3][4]. Systematic Governance of Packaging - The decision promotes a comprehensive approach to packaging governance, encouraging collaboration among various stakeholders, including manufacturers and e-commerce companies. It also supports the use of biodegradable and reusable materials and aims to improve recycling rates through the establishment of collection facilities [4]. Ensuring Safety in Packaging Reduction - The amendment stipulates that any reduction in packaging must prioritize the safety of deliveries. It emphasizes that companies should optimize packaging while ensuring the protection of goods, supported by national standards that provide technical guidelines for reducing excessive packaging [5]. Implementation Measures - To ensure effective implementation of the decision, three key actions will be taken: 1. Ongoing promotion and training to enhance understanding of the decision among stakeholders [6]. 2. Development of supporting regulations and standards to facilitate the decision's application [6]. 3. Strengthened supervision and enforcement to ensure compliance and address violations [6].

文 | 人民日报 丁怡婷 具备毫秒级响应速度的飞轮储能系统，功能灵活的液冷一体式移动储能车，可提前超15分钟预报燃爆等事故的新型储能安全监测平台……在日前 举办的第十三届储能国际峰会暨展览会上，新型储能技术"多点开花"，不少企业亮出"看家"产品。 会上发布的《储能产业研究白皮书2025》显示，2024年，我国新型储能新增装机连续3年保持全球第一，达到43.7吉瓦/109.8吉瓦时，占全球新 增装机的约六成。新型储能累计装机规模首次超过抽水蓄能，占比超56%。截至今年2月底，全国新型储能累计装机已超过7500万千瓦。 国家能源局能源节约和科技装备司相关负责人介绍，高可靠、高能效、长寿命的新型储能产品和技术供给能力不断提升，锂离子电池占据装机主 导的同时，压缩空气、液流电池、钠离子电池、重力储能、飞轮等非锂储能技术实现应用突破，技术多元化应用趋势凸显。 在展览会上，远景储能展出了8兆瓦时储能系统新品，内部由3300多颗电芯组成。"由于单颗电芯容量提升，相比市场主流的5兆瓦时储能系统， 电芯数量减少超过30%，容量提升约60%，全生命周期度电成本可降低约40%。"远景储能总裁田庆军介绍。 2024年，南网储能公司研 ...

业内分析人士表示，目前，汽车和摩托车是目前我国铸造铝合金下游消费的主要行业，合计占比达70% 左右，此外在电力电子、家电以及建筑等领域的应用也较大，上市铝合金期货及期权交易，将能为铝产 业链企业提供更多风险管理工具的同时，有助于推动铝工业的绿色低碳发展。 此前，在铝产业链上，上海期货交易所已上市有电解铝、氧化铝期货及期权合约。在有色金属领域，则 上市了铜、铝、铅、锌、锡、镍及黄金、白银期货衍生品。铝合金期货期权合约上市后，有色金属期货 衍生品序列将更趋完善。 （文章来源：新华财经） 上海期货交易所25日公告，铸造铝合金期货合约、期权合约和业务细则公开征求意见，意味着铝合金期 货、期权的上市提上日程，我国金属类期货期权衍生品序列将进一步完善。 铝合金是我国应用最为广泛的有色金属材料之一，近年来，由于国内电解铝产能逼近产能红线，而在新 能源行业用铝量稳步增长的环境下，再生铝成为缓解供应偏紧的有效途径，再生铝的产能逐步增大，产 量也持续攀升，由于再生铝企业主要为再生铸造铝合金企业，市场对再生铸造铝合金价格风险管理的需 求大幅提升。 据悉，即将上市的铝合金期货每手10吨，最小变动单位为每吨5元，最低交易保证金为合约价 ...

Core Viewpoint - The company reported strong financial performance for 2024, with significant revenue and profit growth, indicating a robust operational strategy and market position in the specialty surfactants sector [1][3][7] Financial Performance Summary - In 2024, the company achieved revenue of 2.333 billion yuan, a year-on-year increase of 23.17%, and a net profit attributable to shareholders of 398 million yuan, up 22.50% year-on-year [1][3] - For Q4 2024, revenue was 611 million yuan, reflecting a 25.09% increase year-on-year, while net profit was 112 million yuan, up 24.61% year-on-year [1][3] - In Q1 2025, the company reported revenue of 603 million yuan, a 13.47% increase year-on-year, and a net profit of 102 million yuan, up 15.77% year-on-year [2][4] Profitability Metrics - The weighted average return on equity (ROE) for 2024 was 13.66%, an increase of 1.31 percentage points year-on-year [1] - The gross profit margin for 2024 was 24.98%, up 0.36 percentage points year-on-year, while the net profit margin was 17.05%, down 0.09 percentage points year-on-year [1][4] Product and Market Insights - The company focuses on specialty surfactants, achieving a sales volume of 179,300 tons in 2024, a year-on-year increase of 26.85% [3] - The average selling price for specialty surfactants was 13,001.39 yuan per ton, a decrease of 2.85% year-on-year [3] - The specialty surfactants market is expanding, with increasing demand for customized and high-performance products, positioning the company to benefit from this trend [5][6] Strategic Initiatives - The company is actively developing new materials and products, including functional new material resins and high-end electronic chemicals, to enhance its product portfolio and market competitiveness [6] - The company has exited the production of certain large-volume products to focus on more profitable specialty segments, indicating a strategic shift towards higher-margin products [4][6] Dividend Distribution - The company announced a cash dividend of 2.1 yuan per share for the 2024 fiscal year, amounting to a total distribution of 121 million yuan, which represents 30.39% of the net profit attributable to shareholders [6] Future Outlook - Revenue projections for 2025-2027 are estimated at 2.805 billion, 3.144 billion, and 3.564 billion yuan, with net profits expected to be 501 million, 571 million, and 654 million yuan respectively, indicating a positive growth trajectory [7]

2025年4月17日，维远股份（600955）发布了2024年年报。报告显示，公司全年实现营业总收入95.22亿 元，同比增长35.06%；归属净利润为0.57亿元，同比下降42.62%；扣非净利润为4531.14万元，同比下 降36.85%。尽管营收显著增长，但利润表现不佳，显示出公司在复杂市场环境下面临的挑战。维远股 份主要从事苯酚、丙酮、双酚A、聚碳酸酯等化工产品的生产与销售，2024年通过系统性战略部署与全 方位管理创新，实现了绿色低碳高质量发展。 营收增长显著，利润承压明显 尽管维远股份在绿色低碳发展和安全生产方面取得了显著成效，但公司在利润端的表现仍需引起重视。 未来，如何在保持营收增长的同时提升盈利能力，将是维远股份面临的主要挑战。 利润下滑的原因主要在于国际局势动荡、经济下行以及市场需求不足等因素的影响。此外，公司在项目 建设、研发投入等方面的巨额支出也对利润形成了压力。尽管公司在2024年通过"深耕细管、降本增 效"活动取得了一定成效，但利润端的表现仍显疲软。 项目建设与研发投入双轮驱动 2024年，维远股份在项目建设方面取得了显著进展。90万吨/年双氧水和30万吨/年环氧丙烷装置已于 20 ...

-广告- 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤储能 资讯~ 据城阳融媒消息，位于城阳区河套街道的鹏辉能源储能电池生产项目是省重大项目和省能源重点项目，年 后自复工以来，项目建设稳步推进， 力争4月份实现试生产。 在鹏辉能源储能电池生产项目一期建设现场，各建筑主体施工进展顺利，工人们分布在不同的岗位，加紧 推进设备的安装与调试，厂房内各类设备摆放整齐，部分设备已经完成安装，等待最终的通电联调。 据广东鹏辉能源（青岛）有限公司基建中心管理人员"张"表示，目前我们所在的位置是电信厂房，电信厂 房主体已经施工完成，二次装修和消防施工已经完成75%，设备进场安装70%。室外厨房的主体施工完 成，宿舍楼完成主体以及二次结构PACK厂房的基础正在施工，装基础已经完成了58%左右。 鹏辉能源储能电池生产项目一期项目建设共有三栋建筑，分别是电芯厂房、PACK厂和综合楼。 其中电芯 厂房面积9.3万平方米，是鹏辉集团规模最大、产能最高的单体厂房。 据负责人介绍，项目一期的电芯厂 房已于2024年5月底主体封顶，同年9月主体完工。目前整体的设备进场工作已经完成，正在进行设备调 试及安装，预 ...

Core Insights - The China Development Forum 2025 concluded recently, marking its 25th anniversary with participation from 86 multinational companies from 21 countries, indicating a record high of new attendees [1] - Multinational companies are keen to understand China's latest economic policies and development trends, seeking opportunities in the Chinese market amidst global challenges [1] - The forum highlighted China's transition towards high-quality development and its impact on the global economy, emphasizing the need to address both internal and external challenges [1] Group 1 - Foreign business leaders noted China's burgeoning innovation momentum, with significant investments such as AstraZeneca's $2.5 billion commitment to establish a strategic R&D center in Beijing [2] - The investment model of foreign companies in China is shifting from manufacturing to research and development, reflecting China's move from low-end manufacturing to high-end manufacturing and technological innovation [2] - China's vast consumer market potential and the emergence of an "engineer dividend" are expected to drive economic growth, supported by a favorable business environment [2]

Investment Rating - The industry investment rating is Neutral [4][17]. Core Insights - The report emphasizes that innovation and industrial upgrades are driving high-quality development in the non-ferrous metals industry, with emerging demands from sectors like commercial aerospace, Beidou applications, and new energy storage significantly increasing the demand for high-performance non-ferrous metals [5][7]. - The rapid growth of industries such as new energy vehicles, photovoltaics, and wind power is expected to amplify the demand for metals like copper, aluminum, lithium, and cobalt [5][7]. - The government's focus on expanding domestic demand and promoting green low-carbon development presents new opportunities for the industry, particularly for basic metals like copper and aluminum [8][9]. - The report highlights the importance of the "Belt and Road" initiative in enhancing international cooperation and optimizing the supply chain for non-ferrous metal enterprises [9]. - The digital transformation of the industry, aided by AI and other technologies, is expected to improve efficiency and reduce costs across various stages from mineral exploration to market monitoring [9]. Summary by Sections Government Work Report Overview - The government work report outlines the overall requirements and policy directions for economic and social development in 2025, emphasizing the need for high-quality development in the non-ferrous metals sector [6]. Emerging Industry Trends - The report identifies that new industries are emerging, which will drive the demand for high-performance non-ferrous metals, with significant growth expected in the use of copper and aluminum in new energy sectors [7][8]. Domestic Demand and Green Development - The government's strategy to expand domestic demand is expected to boost the demand for non-ferrous metals, particularly in infrastructure, real estate, and automotive sectors [8][9]. International Cooperation and Market Expansion - The "Belt and Road" initiative is seen as a key factor in enabling non-ferrous metal companies to expand internationally and secure more resources [9]. Digital Transformation - The report discusses the potential of AI and digital technologies to enhance the quality and efficiency of the non-ferrous metals industry [9].