Group 1 - The event on May 20, 2025, organized by Shanxi Securities Regulatory Bureau and Shanxi Listed Companies Association, aimed to enhance investor protection awareness among listed companies and improve investor relations management [1] - A total of 39 listed companies participated in the online investor reception day, which attracted significant media and investor attention, resulting in over 60 original news reports and 90 reprints [1] - The live broadcast of the event garnered 230,000 views, with investors posing 888 questions, of which 799 were answered, achieving a response rate of nearly 90% [1] Group 2 - In 2024, the Shanxi region's listed companies are facing increased external pressures and internal challenges, but overall performance shows resilience with a positive recovery trend [2] - Key characteristics of the listed companies' performance include: maintaining overall performance resilience, certain industries experiencing revenue and profit growth, orderly cash dividends exceeding the national average, and steadily improving investment value and quality [2] - Future recommendations for listed companies include enhancing corporate governance, adhering to laws and regulations for better information disclosure, and improving investor relations management [2]

5月23日， 国务院总理李强主持召开国务院常务会议，审议通过 《制造业绿色低碳发展行 动方案（2025—2027年）》 。 会议指出， 推进制造业绿色低碳发展是大势所趋 ，要加快绿色科技创新和先进绿色技 术推广应用，强化新型工业化绿色底色。要推进传统产业深度绿色转型，结合大规模设 备更新等政策实施，积极应用先进装备和工艺，加快重点行业绿色改造升级。要引领新 兴产业高起点绿色发展，加大清洁能源、绿色产品推广，提升资源循环利用水平。要加 强共性技术攻关，完善重点领域标准，优化相关政策，健全绿色制造和服务体系，更好 支持和帮助企业转型升级。 结合《工业和信息化部等七部门关于加快推动制造业绿色化发展的指导意见》和最 新政策动态，行动方案将围绕以下几个方面： 1.强化绿色技术创新与应用 加快绿色科技创新和先进绿色技术推广应用是行动方案的核心方向之一。 通过研发和应用新的绿色技术，能够从根本上改变制造业的生产方式，降低能源消 耗和环境污染，为新型工业化奠定绿色基础。 例如，开发更高效的节能技术、环保材料生产技术等，以及将这些技术广泛应用到 各类制造企业中。 2.推进传统产业绿色转型 《行动方案》将聚焦哪些领域？ 根据20 ...

Core Viewpoint - The shipping industry is moving towards cleaner and greener fuel sources, with a consensus reached at the International Maritime Organization's 83rd meeting to achieve net-zero emissions by 2051 [1][2] Group 1: Industry Transition to Clean Fuels - The shipping industry is transitioning from traditional fuel oils to cleaner fuels, with LNG and methanol being the preferred choices for future fuel [1][2] - The International Maritime Organization has set carbon emission reference indicators for ship fuels and established compliance goals, encouraging shipping companies to compare fuel economics [2] Group 2: Port Infrastructure and LNG Adoption - There are currently 198 ports globally capable of LNG bunkering, with major concentrations in Singapore, Rotterdam, and Shanghai due to their well-developed LNG infrastructure and dense shipping routes [1] - Shanghai has seen rapid growth in LNG bunkering since its first operation on March 15, 2022, driven by factors such as increased new ship deliveries and competitive LNG pricing [1] Group 3: Future Fuel Projections - Shipping companies will need to balance the use of clean fuels and traditional fuels to meet compliance targets, with traditional fuel vessels potentially increasing the use of biofuels and carbon capture technologies [2] - LNG dual-fuel vessels may incorporate biomass natural gas after 2031, while methanol vessels are expected to transition from traditional low-carbon methanol to higher proportions of green methanol over time [2]

北京改革和发展研究会特约研究员田惠敏认为，推动制造业绿色低碳发展意义重大，《行动方案》等政 策的落地将助力经济转型，推动制造业从"规模速度"向"质量效益"转变，实现高端化、智能化、绿色化 发展。 制造业加速转型 5月23日，国务院常务会议审议通过《制造业绿色低碳发展行动方案(2025-2027年)》(以下简称《行动方 案》)，会议指出，要推进传统产业深度绿色转型，结合大规模设备更新等政策实施，积极应用先进装 备和工艺，加快重点行业绿色改造升级。 政策引导下，钢铁行业正在加快转型步伐。根据中国钢铁工业协会数据，截至2025年4月20日，共有189 家钢铁企业完成或部分完成超低排放改造和评估监测。其中，141家企业全过程完成超低排放改造，涉 及粗钢产能约5.91亿吨。 "钢铁行业通过设备更新与绿色技术改造，提升了竞争力，为绿色制造体系构建提供了支撑。"田惠敏表 示，大规模设备更新政策将推动新旧动能转换，助力传统产业向先进制造业转型。本次国务院常务会议 提出传统产业深度绿色转型"结合大规模设备更新等政策实施"，未来相关政策有望在促进投资增长，带 动技术改造，助力经济稳定与长远发展方面发挥更大作用。 政策加力支持引导 ...

开展美丽河湖建设的过程，是统筹推进高水平保护和高质量发展的过程，也是满足人民群众对优美生态 环境需要的必然要求。该负责同志表示，各地通过美丽河湖保护建设，打通绿水青山向金山银山转化通 道，推进生态产业化和产业生态化，探索创新生态产品价值实现路径，把生态优势转化为发展优势，进 而促进经济社会发展全面绿色转型，不断厚植高质量发展的绿色底色。 "十四五"以来，生态环境部将美丽河湖作为美丽中国建设在水生态环境领域重要抓手，通过顶层设计和 基层创新相结合的方式，大力推动美丽河湖保护与建设，取得明显成效。2024年，全国地表水水质优良 （Ⅰ类—Ⅲ类）断面比例为90.4%，超出"十四五"目标5.4个百分点，较2020年提高7个百分点，水环境 质量持续稳中向好。 日前，生态环境部等7部门研究制定的《美丽河湖保护与建设行动方案（2025—2027年）》正式印发。 这是继有"水十条"之称的《水污染防治行动计划》之后，水生态环境保护的又一次全面部署。 美丽河湖是美丽中国在水生态环境领域的集中体现和重要载体。生态环境部水生态环境司有关负责同志 表示，美丽河湖是指符合"清水绿岸、鱼翔浅底"的愿景，水资源、水环境、水生态等流域要素系统保 ...

卢飞燕还介绍，浙能天然气集团紧盯市场动向，积极开展绿色转型，已成功开展了城燃高比例掺混氢气燃烧和氢气分离试验，利用城燃基础设施探索掺氢降 碳与氢能规模化运输，还在宁波市宁海县开展生物质天然气项目，现已完成项目备案赋码、公开招标以及项目实施建设等工作，进入验收调试阶段。 在新疆伊犁，浙能天然气集团投资建设了新天煤制天然气项目。该项目是目前世界正在运行的单体最大的煤制天然气项目，所产天然气通过西气东输二、三 线管道输送至我国东部。项目年产气量稳定在20亿方左右，保障了自有气源的稳产稳供。 作为浙江省天然气保供的主力军，浙能天然气集团深度融入长三角一体化发展国家战略，实现LNG接收站"两控三参"，即控股温州洞头、舟山六横两座LNG 接收站，参股宁波一期及二期、宁波绿能港和上海洋山三座接收站，系统性提升了天然气资源保障能力。 据介绍，温州洞头接收站已经建成并运营，是浙南和闽北重要的天然气资源集散地；舟山六横接收站处于在建状态，未来将成为海外LNG资源进入我国的 重要窗口。浙能天然气集团两座控股接收站未来将具备900万吨／年的LNG自主接收能力。此外，浙能天然气集团通过参股三座接收站协调资源调配，提升 浙江市场的天然气 ...

Group 1 - Fitch Ratings maintains Hong Kong's credit rating at "AA-" with a "stable" outlook, highlighting strong credit fundamentals including substantial fiscal buffers and low government debt levels [1] - The banking system in Hong Kong shows resilience with ample capital and liquidity, and total bank deposits reached nearly HKD 18 trillion, a year-on-year increase of 11% as of March [1] - The capital market is active, with the Hang Seng Index rising over 15% year-to-date, and total market capitalization exceeding HKD 41 trillion, indicating growing investor confidence [1] Group 2 - The Hong Kong government presents a robust fiscal situation, aiming for a balanced budget in the current fiscal year and a return to surplus by the 2026-27 fiscal year [2] - Non-operating accounts will see a gradual reduction in deficits starting from the 2026-27 fiscal year, with overall government accounts expected to return to surplus by the 2028-29 fiscal year [2] - Global economic uncertainties are present, but recent easing of trade tensions and steady growth in mainland China are expected to benefit Hong Kong's trade performance [2] Group 3 - Hong Kong is leveraging its unique advantages under "One Country, Two Systems" to adapt to global trade realignments, with an increase in international headquarters and R&D centers being established [3] - The number of companies with headquarters in Hong Kong is projected to rise by approximately 10% to nearly 10,000 by 2024, marking a historical high [3] - Hong Kong aims to strengthen connections with both traditional and new markets, particularly in the Global South, while deepening integration with the Guangdong-Hong Kong-Macao Greater Bay Area [3]

Core Insights - PwC's report highlights China's unique "new quality productivity" competitive advantage, driven by technological upgrades and innovative decision-making, which presents structural growth opportunities for global investors [1][2] Group 1: Rise of New Quality Productivity - The global economic adjustment period has prompted 42% of surveyed CEOs to believe that current business models may not survive the next decade, showcasing the need for systemic breakthroughs in productivity [2] - China is transitioning from a demographic dividend to a talent dividend, with software developers constituting one-third of the global total and over 5 million STEM graduates annually, enhancing its talent pool [2] - The "technology middle platform" strategy adopted by Chinese enterprises allows for rapid industrialization of business data, facilitating quick application of new technologies across various sectors [2] Group 2: Digital Infrastructure and Market Dynamics - China's robust digital infrastructure supports rapid intelligent transformation across the entire industry chain, benefiting businesses of all sizes and enhancing production efficiency [2] - Chinese companies are reportedly gaining greater benefits from generative AI compared to their global counterparts, indicating a shift from low-cost labor to high-resilience digital solutions [2] - The Chinese consumer market is evolving from scale advantages to global decision-making leadership, with 76% of respondents willing to pay a premium for eco-friendly products, surpassing figures in the US and Europe [3] Group 3: Investment Opportunities in Economic Development - China's GDP growth rate is projected to reach 5% in 2024, with significant investment opportunities in consumption upgrades, industrial integration, and green transformation [4] - The youth market, lower-tier market activation, and the demand upgrade from high-net-worth individuals are identified as key drivers of consumption potential [4] - The integration of biotechnology and information technology is creating new opportunities in various sectors, with the low-altitude economy and satellite internet services expected to exceed a market scale of 100 billion [4] Group 4: Recommendations for Multinational Enterprises - Multinational companies are encouraged to optimize their positioning in the Chinese market by establishing a new strategy focused on "innovation symbiosis and value sharing" [5] - Companies should build localized innovation ecosystems through local R&D centers and government collaborations, creating a framework that combines Chinese R&D with global adaptation [5] - A resilient management framework is recommended, including a dual empowerment assessment system to quantify the benefits of collaboration within the Chinese business ecosystem [5]

5月22日，2025年全球贸易投资促进峰会在北京钓鱼台国宾馆举办。丹麦企业家、中国丹麦商会全国创 始会长李曦萌(外文名:西蒙·利希滕贝格)在回答21世纪经济报道记者提问时表示，中国已经在绿色转 型、自动化方面走在世界前列，在很多新兴领域也取得了长足发展，中丹商业合作有广阔的前景。 他还说，中国制造业拥有庞大的人才队伍，尤其是在智能制造等高端领域，人才储备丰富，技术能力强 。在全球范围内，中国制造业在效率、质量和人才方面具有明显优势。 他进一步指出，丹麦在绿色技术转型方面做出了很多贡献，在水处理、低能耗、新能源、废物回收、供 暖和制冷、建筑设计等领域拥有领先的技术，中国和丹麦在这些方面有很大的合作潜力。 今年是中国和丹麦建交75周年。李曦萌表示，希望中丹关系越来越好，共同为全球化发展贡献力量。在 他看来，各国只有合作，才能推动和平发展，让各国人民受益。 李曦萌1987年到复旦大学学习中文和中国文化，后在上海成家立业，成为扎根中国的外国企业家，经历 并见证了中国的崛起与担当。他在中国工作和生活超过30年。 0:00 他在接受记者采访时表示，自改革开放以来，中国发生了翻天覆地的变化。近年来，中国大力推动制造 业高质 ...

中荷外长会谈达成六点共识 2025年5月22日，中共中央政治局委员、外交部长王毅在北京同荷兰外交大臣费尔德坎普举行会谈。双 方在全面深入交换意见基础上达成六点共识： 一、双方同意保持密切交往，深化在经贸、科技、农业、水利等领域务实合作，扩大人文交流，推动中 荷开放务实的全面合作伙伴关系稳健发展。 二、双方讨论了双边贸易关切，同意通过现有渠道，就包括半导体技术在内的多领域合作保持密切沟 通。 三、双方重申支持多边主义，尊重以联合国为核心的国际体系和以联合国宪章宗旨和原则为基础的国际 关系基本准则，承诺在联合国改革进程中维护上述准则，推动联合国切实履职。双方承诺维护《联合国 宪章》、国际法以及联合国三大支柱，即和平与安全、发展和人权。 四、双方承诺坚持自由贸易和以世贸组织为核心的多边贸易体制，强调以规则为基础的开放贸易和全球 公平竞争环境的重要性，以及贸易对经济增长的贡献。 五、双方是气候领域合作伙伴，共同致力于在现有最佳可得科学依据基础上，考虑各国不同国情，采取 气候行动并可持续利用能源资源，最大限度减少对人类和环境的负面影响。在《巴黎协定》达成十周年 之际，双方承诺继续密切合作，促进全面完整、善意有效落实《联 ...