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“碳捕手”拓宽绿色发展空间
Jing Ji Ri Bao· 2025-06-24 21:57
CCUS,即二氧化碳捕集、利用与封存,指通过技术手段将二氧化碳从工业排放源中捕集,并加以利用 或安全封存的过程。因此被形象地称为"碳捕手"。 国家能源集团新能源技术研究院碳中和研究中心主任徐冬表示,近年来CCUS作为全球减缓气候变化技 术的角色和定位持续强化。CCUS技术已经被明确列入全球气候目标实现不可或缺的减排技术组合。 2015年,《巴黎协定》提出至本世纪末,相较工业化以前的水平,要将全球变暖温度控制在2摄氏度以 内,并向1.5摄氏度的目标努力。中国政府积极应对气候变化,为协定的通过发挥了重要作用。2020年9 月,中国政府在第七十五届联合国大会上提出,中国将提高国家自主贡献力度,采取更加有力的政策和 措施,二氧化碳排放力争于2030年前达到峰值,努力争取2060年前实现碳中和。 要实现这一目标,远非易事。作为发展中大国,中国经济发展仍需安全稳定的能源保障。同时,作为富 煤、贫油、少气的国家,二氧化碳含量较高的煤炭仍是我国的基础能源和重要工业原料。预计到2035 年,全国煤炭消费总量仍将保持在40亿吨左右,实现煤炭等能源行业低碳高质量发展,对于保障国家能 源安全、实现"双碳"目标具有重要意义。 CCUS ...
一片白蜡叶的减碳“账单”
Qi Lu Wan Bao· 2025-06-24 21:06
本报6月24日讯(大众新闻记者顾松通讯员巴丽蒙)清晨6点,第一缕阳光穿透云层,为胜大生态林场披上 一层金色的薄纱。趁着天不热,护林员王双华已经背上了18公斤重的喷雾器,开始了一天的驱虫工作。 眼下正值木蠹蛾虫害高发期,每一棵白蜡树都需要精心呵护。 在他身旁,一片巴掌大的白蜡树叶也悄然启动它的"微型工厂"。纤细的叶脉纵横交错,构成了一张精密 的"二氧化碳捕集网"。阳光透过叶片,叶绿体开始工作,将二氧化碳转化为氧气。 "一片叶子一年能吸收0.2克二氧化碳。"胜大生态林场经理徐国明列了一笔"账单"。这个看似微小的数 字,在120万棵白蜡树的共同作用下,形成了惊人的碳汇能力,织就了一张改变生态格局的绿色网络。 与此同时,十几公里外的东营原油库正平稳运转着。这座采用绿电替代、能源梯级利用等多项节能技术 的绿色智能化油库,严格控制每年碳排放量。 两个看似没有关联的单位,却因一张碳汇证书紧密相连。 2022年,北京绿色交易所的专家通过卫星遥感技术和碳计量模型,对林场的固碳能力进行精准测算。结 果显示,2012年种植的白蜡树正值壮年,每棵树每年可固定10千克碳;2018年补种的文冠果进入盛果 期,根系固碳能力比普通灌木高出4 ...
太阳能: 中节能太阳能股份有限公司主体与相关债项2025年度跟踪评级报告
Zheng Quan Zhi Xing· 2025-06-24 16:44
Core Viewpoint - The credit rating of China Energy Conservation Solar Co., Ltd. remains at AA+ with a stable outlook, reflecting its strong position in the solar power generation and manufacturing sector, supported by favorable policies and competitive advantages in the photovoltaic industry [1][2][3]. Company Overview - China Energy Conservation Solar Co., Ltd. primarily engages in solar power generation and solar product manufacturing, with a significant competitive edge due to its early entry into the photovoltaic power station sector [1][2]. - As of March 2025, the company has an operational installed capacity of 6.08 GW, with ongoing projects and acquisitions indicating future growth potential [1][19]. Financial Performance - The company reported a decline in both operating revenue and gross profit in 2024, attributed to market conditions and technological iterations in the photovoltaic sector [15][19]. - The gross profit margin increased due to a higher proportion of revenue from solar power generation, despite a decrease in revenue from solar product manufacturing [15][19]. Debt and Funding - The company has a total asset value of 498.62 billion, with total liabilities at 52.22% of its assets, indicating a balanced debt structure [2][3]. - The "Tai Neng Convertible Bond" has a total issuance of 29.50 billion, with funds primarily allocated for photovoltaic power station projects [1][6]. Industry Environment - The solar energy sector benefits from a favorable policy environment, with significant growth in renewable energy capacity expected as China aims for carbon neutrality [10][11]. - The total installed capacity of non-fossil energy sources reached 19.5 billion kW, with solar and wind power accounting for a substantial portion of this growth [10][11]. - The market for solar energy is becoming increasingly competitive, with potential challenges related to subsidy policies and market pricing dynamics [12][20].
必须将煤电作为新型能源体系的重要基础设施丨能源思考
Di Yi Cai Jing· 2025-06-24 13:52
Core Viewpoint - The coal power system should be regarded as a crucial infrastructure for the new energy system in China, emphasizing the need for technological development and institutional reforms to explore a suitable transition path for coal power [1][6][10] Group 1: Importance of Coal Power in the New Energy System - Coal power has historically been a significant component of China's energy system, and it is essential for supporting the rapid development of renewable energy sources like wind and solar [2][4] - The current coal power generation hours have decreased from approximately 5500 hours in the early 2000s to an expected 4200 hours in 2024, not due to reduced demand but due to its role in stabilizing renewable energy output [2][3] Group 2: Role of Coal Power in Energy Security - Coal power plays an irreplaceable role in ensuring stable electricity supply and maintaining energy security, especially as the share of unstable renewable energy sources increases [4][10] - Recent instances of power shortages in regions like Sichuan highlight the need for coal power to balance supply and demand during periods of renewable energy shortfall [4] Group 3: Technological Innovations and Flexibility - The existing coal power plants can be upgraded for flexibility and equipped with Carbon Capture and Storage (CCS) technology, allowing them to reduce emissions while providing necessary grid support [5][8] - The cost-effectiveness of retrofitting existing coal plants for flexibility is emphasized, as it can provide significant resources for grid balancing at a lower cost compared to building new storage facilities [5][9] Group 4: Policy Recommendations for Coal Power Transition - It is recommended to retain advanced coal power units and gradually reduce their operating hours instead of decommissioning them, ensuring they remain available for backup and regulation [7][10] - The development of CCS technology should be prioritized to lower costs and enhance the role of coal power in the new energy system [8] - Market reforms should be implemented to reflect the value of coal power as a flexible and backup energy source, ensuring adequate compensation mechanisms are in place [9]
中信金融资产联手海港人寿等,40亿巨资打造股权投资基金
Sou Hu Cai Jing· 2025-06-24 11:59
近日,一家名为新源(北京)股权投资基金(有限合伙)的新企业正式成立,引起了业界的广泛关注。据天眼查信息显示,该基金的执行事务合伙人为国网 英大产业投资基金管理有限公司,其注册资本高达40.09亿人民币。 新源股权投资基金的经营范围涵盖了以私募基金形式进行的股权投资、投资管理以及资产管理等一系列金融活动。这一布局显示了其旨在通过专业的金融运 作,为投资者创造长期价值,并推动相关产业的发展。 新源股权投资基金的成立,不仅标志着又一重要金融力量的崛起,也预示着未来股权投资市场的竞争将更加激烈。随着金融市场的不断发展和深化,越来越 多的专业机构开始涉足股权投资领域,寻求新的增长点。而新源股权投资基金的加入,无疑将为这一市场注入更多的活力和动力。 未来,新源股权投资基金将依托其强大的股东背景和专业的投资团队,积极探索股权投资领域的新机遇,为投资者创造更多的价值。同时,其也将积极履行 社会责任,推动相关产业的绿色发展,为实现碳中和目标贡献力量。 据天眼查进一步揭示,这些出资方在新基金的成立过程中,各自发挥了重要的作用。他们的共同目标是利用各自的专业优势和资源,推动新基金在股权投资 领域的稳健发展,实现共赢。 | | | ...
消费需求变化,这家跨国企业在中国一年净增数百家门店
Di Yi Cai Jing· 2025-06-24 10:10
Group 1 - The retail sales of home appliance products are expected to maintain double-digit growth for eight consecutive months from September 2024 to April 2025, reflecting a trend of consumption recovery and demand changes in the market [1][3] - Bosch Comfort Technology opened its first i-Hybrid Comfort System flagship store in Shanghai, symbolizing multinational companies increasing their investments in China [1] - The rapid development of the heat pump market is attributed to rising consumer spending levels and the guidance of national "dual carbon" policies, which provide subsidies and incentives for real estate developers using heat pumps and green energy solutions [1][2] Group 2 - There is a notable increase in high-end consumer groups in China, leading to the establishment of a comfort home experience center in Shanghai, which drives the upgrade of HVAC product consumption in the region [2] - The trend of consumption stratification in China is evident, with a growing share of designers in the interior decoration field, reflecting a more rational approach to high-end consumption where consumers are willing to pay for design services and environmentally friendly materials [2] - Despite a contraction in project volume due to the real estate downturn, Bosch Comfort Technology achieved double-digit retail growth last year and maintained this growth in the first five months of this year, with plans to add over 300 new stores [2][3] Group 3 - The offline store experience is crucial for home brands, especially in high-end consumption, as it enhances customer engagement and increases the likelihood of sales [3] - In the first five months of this year, the total retail sales of consumer goods reached 20.32 trillion yuan, with a year-on-year growth of 5%, indicating a recovery in the domestic consumption market [3] - The effectiveness of the trade-in program is evident, with over 34 million consumers participating in the program from January to April this year, purchasing over 51 million units of 12 categories of home appliances, generating sales of 174.5 billion yuan [3]
全球与中国半导体用氯硅烷市场现状及未来发展趋势
QYResearch· 2025-06-24 08:42
半导体用氯硅烷是指在半导体制造过程中,用于各种工艺的一类含氯和硅元素的化合物。它们一般具有较为活泼的化学性质,能通过化学反应在 半导体材料表面沉积硅或形成含硅的薄膜,或者参与刻蚀、掺杂等工艺,以满足半导体器件制造对材料性能和结构的特定要求。 半导体用氯硅烷行业发展背景 半导体产业是现代科技的核心产业,随着电子产品不断向小型化、高性能化发展,对半导体芯片的需求持续增长,这推动了半导体制造工艺的不 断进步。氯硅烷作为半导体制造中的关键原料,其重要性日益凸显。它为半导体芯片的制造提供高纯度的硅材料,对于确保芯片的性能和可靠性 至关重要。 发展历史 半导体用氯硅烷发展趋势 纯度提升技术持续进步 半导体制造对氯硅烷的纯度要求极高,任何杂质都可能影响芯片的性能和可靠性。未来,提纯技术将不断创新,以实现更高的纯度。例如,开发 更高效的精馏技术,通过优化精馏塔的结构和操作参数,提高氯硅烷与杂质的分离效果;采用先进的吸附技术,利用新型吸附材料对特定杂质进 行选择性吸附,进一步降低杂质含量;此外,结晶技术也将得到进一步发展,通过精确控制结晶条件,实现氯硅烷的高纯度结晶,从而获得更高 纯度的产品。 生产工艺优化与创新 在 "碳中和 ...
2025年广东省节能宣传周启动 绿色低碳发展取得突出成效
Nan Fang Ri Bao Wang Luo Ban· 2025-06-24 07:58
当前,国家正大力推动大规模设备更新和消费品以旧换新相关工作。广东省积极响应、用好国家政策, 扎实推进节能改造,有力推动大规模设备更新,在启动仪式上举行了"用能设备领域联合申报储备项目 合作协议签约仪式",由南方电网综合能源股份有限公司、珠海格力电器股份有限公司、广东美的暖通 设备有限公司作为申报主体牵头,各联合8家单位,打包用能设备更新项目开展联合申报项目储备。本 次签约投资额合计超过2亿元,将为广东省节能工作打开新局面。 "新技术的引领是节能降碳的关键。当前,我国能源供给体系和工业体系用能都存在巨大的进步潜力, 高效低成本大规模绿色氢电联产技术等能源新技术在工业领域的应用和普及,将为我国经济社会发展绿 色转型发挥重要作用。"中国科学院院士、世界科学院院士、工程热物理学家郭烈锦在现场指出。 2025年全国节能宣传周于6月23日正式启动,今年的主题是"节能增效,焕'新'引领"。当天上午,广东 省在广州市举办2025年广东省节能宣传周启动仪式。据现场消息,2024年广东省以占全国约7.2%的能 源消耗支撑了全国约10.5%的经济总量,能耗强度继续保持全国先进行列,绿色低碳发展取得突出成 效,经济社会可持续发展能力 ...
日经BP精选:中国在燃料电池车领域也将掌握主导权?
日经中文网· 2025-06-24 02:39
编者荐语: 日经中文网开设了"日经BP精选"栏目。日经BP是日本经济新闻社媒体集团的一员,成立于1969年。作 为日本领先的B2B媒体公司,聚焦经营管理、专业技术及生活时尚三大主要领域。敬请读者关注。 以下文章来源于日经BP ,作者日经BP 日经BP . 日经BP成立于1969年4月, 隶属于日本经济新闻社集团。作为日本领先的B2B媒体公司,我们聚焦"经营 管理"、"专业技术"及"生活时尚"三大主要领域,满足客户多元化的需求。 在各国追求碳中和(温室气体的净零排放)的背景下,作为去碳化的手段之一,"氢社会"的重要性被指 出。丰田氢能Factory总负责人山形光正表示,为了实现氢社会,由"制造"、"储存"和"使用"构成的整个 氢价值链"朝着同一个方向努力非常重要"。 FCV 普及的两个关键词 通过采访汽车制造商和调查公司等得出的结论。 ( 来源:日经 Automotive 根据丰田的照片制作 ) 阅读更多内容请点击下方" 阅读原文 " (本文由日经BP提供) "燃料电池汽车(FCV)的普及并没有像10年前预期的那样取得进展。现状很艰难",日系汽车制造商的技 术人员表达了这种危机感。燃料电池车的销量并未大幅增长, ...
楼市早餐荟 | 济南首批配售型保障性住房启动配售;杭州:公积金可以直接支付购房首付款
Bei Jing Shang Bao· 2025-06-24 01:17
Group 1: Housing Market Developments - Jinan has launched the first batch of affordable housing for sale, with 433 units available for registration and purchase, priced at 6750 yuan/sqm for Qinghe Xinzhu and 7900 yuan/sqm for Fengming Xinzhu [1] - Hangzhou has introduced a new policy allowing employees to use their housing provident fund directly for down payments on new homes, with online processing available [2] Group 2: Financial Instruments and Corporate Actions - Poly Developments has established a green asset-backed securities plan, raising 1.594 billion yuan, with a priority issuance of 1.354 billion yuan at a coupon rate of 2.5% [3] - Huafa Co. has elected Liu Yingzhe and Xiang Yu as non-independent directors during its board meeting, with unanimous support [4] - Xinda Real Estate has adjusted the coupon rate of its second medium-term note to 1.5%, down from 4.5%, effective from July 21, 2025 [5]