来源：证券时报网 作者：张淑贤 在活跃度提升同时，全国碳市场价格依然持续走低。根据研究中心统计，4月全国碳市场CEA日均收盘价为82.26元/ 吨，相较于3月的日均收盘价87.90元/吨下跌6.42%，且呈波动下降态势。 研究中心预计，5月份全国碳市场价格仍将走低。该中心公布的2025年5月复旦碳价指数显示，2025年5月CEA买入价 格预期为78.37元/吨，卖出价格预期为82.66元/吨，中间价为80.52元/吨；买入价格指数为195.92，下跌7.70%；卖出价 格指数为186.51，下跌7.32%；中间价格指数为190.97，下跌7.51%。 "虽受清明假期效应影响，但4月全国碳市场交易活跃度和稳定性均有所提升，四分之三以上交易日的成交量都在10万 吨量能水平之上。"研究中心表示。 4月23日，生态环境部印发《关于做好2025年全国碳排放权交易市场有关工作的通知》（以下称"《通知》"），这是全 国碳市场扩围后首次印发相关重点工作通知，对发电、钢铁、水泥、铝冶炼行业的重点排放单位名录管理、碳排放数 据质量管理、碳排放配额分配清缴管理等全环节全流程工作任务及完成时限作出明确要求，持续增强市场预期，加快 推 ...

Group 1: Industry Overview - Yunnan is known as the "Kingdom of Nonferrous Metals," with reserves of tin, titanium iron ore, and platinum group metals ranking first in the country [1] - The province is strengthening its nonferrous metal industry chain, transforming resource advantages into industrial advantages, and accelerating the upgrade of the nonferrous metal industry [1] Group 2: Company Profile - Yunnan Jinding Zinc Industry Co., Ltd. is located in the Nujiang Prefecture and is a leading enterprise in the nonferrous metal mining sector, with proven lead-zinc metal reserves exceeding 14 million tons, making it the largest lead-zinc deposit in China and Asia [2] - The company has received over 6.8 million yuan in provincial and municipal awards for four technology projects in 2024 and has obtained an invention patent for its "Oxide Zinc Raw Ore Fluidized Leaching Process" [2] Group 3: Tax Incentives and Support - The tax department in Nujiang Prefecture has implemented a "one-on-one" tax policy promotion team to provide tailored policy guidance to enterprises, resulting in Yunnan Jinding Zinc Industry Co., Ltd. enjoying tax reductions of 73.89 million yuan in 2023 and 8.93 million yuan in 2024 [3] - The company has also benefited from R&D expense deductions amounting to 14.37 million yuan in 2024, significantly reducing tax costs and enhancing competitiveness [3] Group 4: Comprehensive Service Model - Yunnan has established a "full-cycle" service model to support the high-quality development of the nonferrous metal industry chain, providing customized services based on tax data analysis [4] - Yunnan Tin Industry New Materials Company has achieved over 20% market share in the domestic tin product market and over 15% globally, benefiting from tax incentives such as advanced manufacturing VAT deductions and R&D expense deductions [4] Group 5: Green Taxation and Environmental Initiatives - Yunnan is promoting the integration of green energy and manufacturing, with a focus on developing a "green aluminum + deep processing" cluster [6] - Yunnan Yun Aluminum Haixin Aluminum Co., Ltd. has invested 240 million yuan in environmental protection equipment, resulting in a significant reduction in pollutant emissions and a decrease in environmental tax payments by 22.43% compared to 2020 [6][7] - The company has improved water efficiency and received a 20% reduction in water resource tax, amounting to over 7,000 yuan [7]

Group 1: Core Insights - The high-tech zones across China are experiencing rapid advancements in automation and production efficiency, with companies like Jiangyin Jiexin Electronics achieving a 3 to 4 times increase in production efficiency and zero error in wafer testing [1] - The integration of AI technologies in quality inspection has led to an 80% reduction in error rates in companies such as Yongzhen Magnetic Materials and Antai Northern [1] - The first quarter of 2025 marks a significant push for high-quality development across various high-tech zones, setting a solid foundation for the year ahead [1] Group 2: Innovation and Policy - The innovation landscape in national high-tech zones is accelerating, with the introduction of the "National High-tech Zone New Track Cultivation Action Plan" promoting original and disruptive technology breakthroughs [2] - High-tech zones are focusing on emerging industries such as photonics, aerospace, new materials, and low-altitude economy, aiming to create globally influential innovation clusters [2] - Various regions are enhancing their policy frameworks to support innovation, including reforms like "commitment-based approval" and "land supply lists" [2][3] Group 3: Industrial Upgrades and Collaborations - The integration of traditional industries with new technologies is being prioritized, with significant growth in strategic emerging industries and future industries [7] - Collaborative innovation platforms are being established among regions, such as the G100 alliance formed by five provinces, to enhance resource aggregation and innovation factor mobility [4] - The focus on smart and digital transformation in manufacturing is evident, with high-tech zones like Jiangyin and Baotou implementing extensive automation and digital solutions [7] Group 4: Green Transformation - High-tech zones are making notable progress in green and low-carbon transitions, with significant breakthroughs in pollution reduction and resource efficiency [8] - Qingdao High-tech Zone has achieved a 93.4% reduction in sulfur dioxide emissions and a 45.5% decrease in carbon dioxide emissions per unit of industrial added value over the past five years [9] - The promotion of green supply chains and green product offerings is being emphasized across various high-tech zones to support sustainable development [9] Group 5: Financial Support and Innovation Ecosystem - Financial institutions are increasingly supporting technology enterprises, with significant credit provided to high-tech companies in regions like Xiangyang and Suzhou [12] - The establishment of comprehensive incubation systems for high-growth enterprises is fostering a vibrant innovation ecosystem, with a focus on unicorns and specialized small giants [12][13] - The collaboration between large enterprises and emerging "gazelle" companies is creating a new symbiotic development model in high-tech zones [13]

Core Insights - The hydrogen energy industry in Liupanshui, Guizhou, is rapidly developing, with the establishment of a complete ecological system for hydrogen energy production, storage, transportation, and utilization [1][2] - The region is transitioning from traditional coal coking to green hydrogen energy, leveraging its abundant coal resources to produce hydrogen efficiently [2][3] - The "Meijin Huayu Coal-Focused Hydrogen Comprehensive Utilization Demonstration Project" is a key initiative, expected to produce 4 million standard cubic meters of high-purity hydrogen annually and significantly reduce carbon emissions [3][4] Industry Development - Liupanshui has established a hydrogen energy industry development plan from 2019 to 2030, focusing on the integration of coal power and new coal chemical industries [2] - The city has achieved several milestones, including the first hydrogen production plant, hydrogen refueling station, hydrogen bus, and hydrogen transport vehicle in Guizhou [2][3] - The local government aims to create a hydrogen energy demonstration area and has outlined a development plan for 2024-2030 to support the entire hydrogen energy industry chain [2][4] Project Details - The Meijin Huayu project utilizes advanced technology to achieve a synergistic production of metallurgical coke and hydrogen, incorporating 12 core technologies for a circular economy model [3] - The project is expected to generate an annual output value of 20 billion yuan and create over 1,500 jobs, while also promoting the transition from coal to hydrogen [3][4] - The deployment of hydrogen fuel cell locomotives, buses, and heavy trucks is set to expand application scenarios and create a demonstration effect for the hydrogen energy sector [4]

公司工会主席王成海，双方有关部门、单位负责人参加会谈。（中国电建） 丁焰章对张海峰张晓虎一行到访表示欢迎，介绍了公司经营发展及双方合作情况。他表示，中国电建牢牢把握新时代新征程国资国企新使命新定位，发 挥"水、能、城、数"领域专业优势和"投建营"一体化产业链集成优势，坚定不移推进战略转型和高质量发展。内蒙古电力集团作为内蒙古自治区直属国有 独资特大型电网企业，是自治区践行新发展理念的排头兵、先行者，在电网绿色转型发展等方面成效显著。今年和"十五五"时期是加快构建新型能源体 系、推动能源高质量发展的关键时期，希望双方加强沟通对接，增进战略互信，发挥各自优势，围绕推动能源绿色低碳转型、构建现代化能源体系等方 面，创新合作模式，拓宽协作平台，凝聚协同共识，携手推动双方实现高质量发展。 张海峰张晓虎感谢中国电建长期以来给予内蒙古电力集团的支持与帮助，回顾了双方在各领域合作取得的成效，介绍了内蒙古电力集团整体发展情况。张 海峰表示，当前，内蒙古电力集团正深入学习贯彻习近平生态文明思想，坚持走生态优先、节约集约、绿色低碳的高质量发展之路，持续加快构建新型电 力系统，提升电网保供能力和新能源消纳水平，为经济转型升级增添"绿 ...

华夏时报（www.chinatimes.net.cn）记者 张智 北京报道 作为"十四五"收官的关键节点，2025年我国绿色低碳转型的顶层设计持续深化。 中央经济工作会议将全国碳市场扩容、零碳园区的建设、碳足迹管理确立为重点任务，全国两会更将协同推进降 碳、减污、扩绿、增长写进了政府工作报告。随着钢铁、水泥、铝冶炼三大行业正式进入全国碳市场，标志着全 球规模最大的碳市场进入了提质增效的新阶段。 在ESG信息披露监管日益趋严，以及人工智能（AI）技术爆发式增长的双重机遇下，ESG体系正加速与中国新质 生产力发展相融合，成为推动经济高质量发展的关键引擎。 "ESG作为企业高质量发展的必然要求，其价值不仅在于合规，更在于创造长期竞争力。上市公司要争当ESG榜 样，追求经济、社会、环境综合价值最大化。要充分利用数智技术推动ESG创新发展，以更精细智能的方式，将 ESG理念融入企业运营每一个环节。"中国企业改革与发展研究会会长，国务院国资委原党委委员、秘书长彭华岗 在安永举办的第四届"上市公司可持续发展官论坛暨年度最佳奖项评选"活动中对包括《华夏时报》在内的记者表 示。 "绿色金融市场高速创新、投资者对企业ESG表现关 ...

Core Viewpoint - The "Pilot Work Plan for Product Carbon Footprint Labeling Certification in Anhui Province" aims to promote the green and low-carbon transformation of the lithium battery and photovoltaic industries by achieving specific carbon footprint certification goals by 2025 and 2027 [1][2]. Group 1: Goals and Timeline - By 2025, more than 10 lithium battery and photovoltaic products in Anhui Province are expected to obtain carbon footprint labeling certification [1]. - By 2027, over 50 lithium battery and photovoltaic products are targeted for certification, with the formation of more than 5 typical cases to reduce carbon emissions throughout their lifecycle [1]. Group 2: Key Tasks - The plan focuses on three core areas: technology, data, and application, deploying 7 key tasks [1][2]. Technology - Strengthening technical support and improving the carbon measurement traceability system to enhance carbon emission data quality [1]. - Developing national standards for carbon footprint accounting of lithium battery and photovoltaic products [1]. Data - Establishing a comprehensive "dual carbon" management platform in Anhui Province to enhance carbon emission data analysis and expand the carbon footprint database [1]. - Increasing investment in carbon footprint-related production inspection equipment and human resources to manage carbon footprints throughout the product lifecycle [1]. Application - Integrating product carbon footprint into green factory evaluations to encourage upstream and downstream enterprises to enhance carbon footprint management [2]. - Expanding pilot programs to guide enterprises in carbon footprint quantification and management, and promoting data sharing and mutual recognition of carbon footprint data [2].

大会还发布了"石油化工行业减污降碳典型案例"，推荐上海化工区等八家单位的案例为标杆案例，推荐 中国石化九江分公司等八家单位的案例为优秀案例。 聚焦可再生能源与石油化工生产系统耦合 当前，我国炼油产能世界第一，但同时存在炼油产品结构性矛盾突出、碳排放总量高的问题。中石化上 海石化（600688）院副总工程师滕加伟强调，油转化、高端化、绿色化是石油化工高质量发展的技术方 向。即将原油或石油产品转化为化学品；生产高附加值的化学品或化工新材料；开发绿色工艺和高效反 应过程。具体技术路径为炼化副产制化学品、高端化工产品制造、废弃塑料循环利用、生物质制化学 品、绿氢利用、二氧化碳制化学品、绿色低碳工艺技术、过程强化、生产运行智能化。 石油和化学工业规划院副院长、石化专委会副主任王钰为"十五五"期间行业的绿色发展提供思路。近年 来，我国绿色发展水平持续提高，但碳减排压力较大，传统污染物与新污染物治理压力并存等问题已然 制约我国绿色发展。王钰指出，应在重点领域、聚焦重点环节实施节能降碳改造，大幅提升能效标杆水 平占比；促进企业环保装置提标改造，鼓励资源化利用和无害化处置装置建设；聚焦可再生能源与石化 化工生产系统耦合、二氧化 ...

Group 1: Event Overview - The 27th China Beijing International Science and Technology Industry Expo opened on May 8 at the National Conference Center, with Dongcheng District showcasing a "Science and Innovation Golden Triangle" theme and inviting 35 companies to participate [1] - The Dongcheng exhibition area launched 21 new products and technologies, including 5 in the "Technology + Culture" sector, 4 in "Technology + Healthcare," and 12 in "Technology + Future Industries" [1] Group 2: Key Exhibits and Innovations - The highlight of the cultural industry section was the Poly Culture's multi-functional cultural relic holographic display cabinet, which has obtained patents for its design and a 3D holographic interactive system, allowing viewers to interact with digital models and real artifacts [1] - In the healthcare sector, Beijing Union Medical College Hospital showcased two original automated dental pulp treatment devices and a digital assessment and intervention system for frailty and sarcopenia, while MaiSheng Medical presented a miniaturized proton therapy device for cancer treatment [2] - The "Technology + Future Industries" circular exhibition area focused on four advanced fields: AI + headquarters digitization, Beidou navigation + smart cities, 6G + next-generation communication technology, and new energy and green low-carbon transformation [3] Group 3: Industry Development and Future Outlook - Dongcheng District aims to establish a new benchmark for integrated development of "Science and Innovation + Livability and Employment," focusing on chip design, healthcare, and central enterprise digitization [3] - The area is strategically developing a 10.8 square kilometer zone with a "three-axis, three-core, multi-point" layout, attracting major foreign enterprises like Intel and Qualcomm, and top financial institutions [3] - The resource aggregation in the "Science and Innovation Golden Triangle" is expected to significantly enhance the district's innovation capacity in the next two years [3]

日前，贵阳市生态城市发展基金发布子基金管理机构公开遴选（第一批）公告：为充分发挥政府投 资基金的引领、撬动作用，带动更多金融资本和社会资本支持贵阳市"六个生态"建设，落实"生态 立市"，按照《贵阳市基金管委会关于印发〈贵阳市政府投资基金管理办法（试行）〉〈贵阳市政 府投资基金管理办法实施细则（试行）〉的通知》（筑基金发〔2024〕2号）《贵阳市生态城市发 展基金管理办法（试行）》《贵阳市生态城市发展基金管理办法实施细则（试行）》等文件要求， 开展贵阳市生态城市发展私募股权投资基金合伙企业（有限合伙）（以下简称"贵阳市生态城市发 展基金"或"母基金"）子基金管理人公开遴选（第一批）工作。 根据此前消息，贵阳市生态城市发展基金于2025年2月27日正式通过中国证券投资基金业协会备 案。 据悉，本支基金出资额20.01亿元，主要围绕新型城镇化建设重点投向一是产城融合、特色小镇、 物业服务、人才保障、低空经济等领域；二是绿色低碳生态建设领域，涵盖城市水环境治理、固 （危）废治理、清洁能源等，以及交通、建筑等领域绿色低碳转型重点项目；三是城市文旅产业发 展领域，包括红色旅游等景区建设项目，文化园区等建设运营项目，以及文 ...