Group 1 - The Ministry of Industry and Information Technology has issued a notice to initiate the 2025 National Energy Conservation and Carbon Reduction Technology Equipment Recommendation work [1] - The initiative aims to support the achievement of carbon peak and carbon neutrality goals, focusing on key industries such as steel, non-ferrous metals, petrochemicals, chemicals, building materials, data centers, and communication base stations [1] - The program will promote energy-saving and carbon reduction technologies and high-efficiency energy-saving equipment that demonstrate significant effects, mature technology, economic benefits, and potential for widespread adoption [1] Group 2 - The recommended technologies and equipment should enable comprehensive system energy conservation and carbon reduction or innovative integration across industries and fields [1] - The initiative is expected to accelerate technological upgrades and large-scale equipment renewal in key industries [1]

点 击 蓝 字 关 注 我 们 本文全文共 3412 字，阅读全文约 11 分钟 关于征求《乘用车车载能源消耗量监测技术要求》推荐性国家标准意见的函 | 序号 | 标准名称 | 征求意见稿 | 征求意见稿编制说明 | 发表意见 | | --- | --- | --- | --- | --- | | GB/T 19753-2021 | 轻型混合动力电动汽车能量消耗量试验方法 《第1号修改单》 | | | | | 20250591-T-339 | 乘用车车载能源消耗量监测技术要求 | | | | 4月21日，全国汽车标准化技术委员会汽车节能分技术委员会：关于征求《乘用车车载能源消耗量监 测技术要求》推荐性国家标准意见的函。 函告称，由全国汽车标准化技术委员会汽车节能分技术委员会组织起草的《乘用车车载能源消耗量技 术要求》推荐性国家标准已形成征求意见稿，现提交公示，广泛征求意见。征求意见截止日期：2025年6 月20日。 《乘用车车载能源消耗量技术要求》（征求意见稿）的主要内容除前言外包括：范围、规范性引用文 件、术语和定义、总体要求、数据监测与存储、数据验证试验、生产一致性，共七章，以及附录A（规范 性）监测和存 ...

文 | 国家能源局 4月28日，国家能源局举行新闻发布会，发布一季度能源形势、一季度可再生能源并网运行情 况，解读《国家能源局关于促进能源领域民营经济发展若干举措的通知》《中国氢能发展报告 （2025）》，并回答记者提问。 出席发布会的有法制和体制改革司副司长徐欣女士、发展规划司副司长邢翼腾先生、能源节约和 科技装备司副司长徐继林先生、新能源和可再生能源司副司长潘慧敏女士、综合司副司长、新闻 发言人张星。 一季度全国能源形势，新型储能等投资快速增长 今年以来，能源行业深入贯彻落实中央经济工作会议精神和党中央、国务院决策部署，推动我国 能源供给体系不断完善，供应保障能力持续增强，绿色低碳转型取得新进展，能源高质量发展不 断走深走实。总的来看，一季度全国能源供应充足，消费保持增长，供需总体宽松，价格稳中有 降，能源生产和用电增速呈现积极信号，主要有以下四个特点： 一是能源生产稳步增长，3月份煤、油、气、电生产增速加快。一季度规上工业原煤产量12亿 吨，同比增长8.1%；3月份规上工业原煤产量同比增长9.6%，日均产量超过1400万吨。一季度规 上工业原油产量5409万吨，同比增长1.1%，3月份规上工业原油产量同 ...

今年1月14日，丹东市发布了《丹东市"十四五"海上风电项目竞争性配置公告》，吸引了5家符合要求的 单位报名申请。经专家评审，最终确定华电集团、国家电投、中国电建为项目开发业主单位，分别开发 200万千瓦、100万千瓦和50万千瓦建设规模，确保了项目资源的优化配置。这3个海上风电项目总投资 约320亿元，全容量并网后，年发电量可达100亿千瓦时，每年可等效节约标准煤318万吨，减少二氧化 碳排放826万吨。目前，各开发业主单位正在开展用地、用海、通航等开工前期各项工作，力争年内开 工建设。 与此同时，光伏也在有序发展。目前，丹东市已建成辽宁安宇电力光伏电站、国润麦隆光伏电站、通威 光伏电站、华能丹东电厂光伏电站等项目，总装机容量（含分布式光伏）62.47万千瓦。截至2024年 底，全市电力总装机421.56万千瓦，其中清洁能源装机259.86万千瓦，占全市电力总装机的61.6%。 聚焦项目建设 加快培育产业集群 中国发展网讯 记者施文郁报道 "3个海上风电项目总投资约320亿元，加快推动风电装备制造重大项目， 打造具有全国影响力的海上风电母港……"丹东市发展改革委相关负责人振奋地介绍。 近年来，丹东市深入贯彻" ...

Core Viewpoint - The carbon neutrality ETF (159790) is showing strong performance and growth, benefiting from the national "3060" carbon peak and carbon neutrality goals, with significant potential in the renewable energy and environmental protection sectors [3][5]. Performance Summary - As of April 28, 2025, the carbon neutrality ETF has increased by 0.56%, with notable gains in constituent stocks such as Sunshine Power (7.17%) and Goldwind Technology (6.56%) [3]. - Over the past week, the carbon neutrality ETF has accumulated a rise of 1.72%, ranking it in the top 20% among comparable funds [3]. - The ETF's trading volume reached 13.52 million yuan, with a turnover rate of 0.69% [3]. - The ETF's average daily trading volume over the past year is 29.50 million yuan, the highest among comparable funds [3]. Fund Size and Share Growth - The carbon neutrality ETF has seen a significant increase in size, growing by 13.29 million yuan over the past week, making it the largest carbon neutrality-themed ETF in the market [3]. - The ETF's shares have increased by 83 million over the past six months, indicating strong investor interest [3]. Return and Risk Metrics - The carbon neutrality ETF has achieved a net value increase of 0.23% over the past year, with a maximum monthly return of 20.08% since inception [4]. - The ETF has outperformed its benchmark with an annualized excess return of 2.37%, ranking in the top 40% among comparable funds [4]. - The ETF has a relatively low drawdown risk, with a year-to-date relative drawdown of 0.08% [4]. Fee Structure and Tracking Accuracy - The management fee for the carbon neutrality ETF is 0.50%, and the custody fee is 0.10% [4]. - The ETF has the highest tracking accuracy among comparable funds, with a tracking error of 0.033% over the past six months [4]. Valuation Insights - The underlying index, the CSI Mainland Low-Carbon Economy Theme Index, is currently valued at a historical low, with a price-to-book ratio (PB) of 2.27, which is below the index level for over 91.35% of the past year, indicating strong valuation attractiveness [4]. Top Holdings Overview - As of March 31, 2025, the top ten weighted stocks in the CSI Mainland Low-Carbon Economy Theme Index account for 61.81% of the index, including major players like Yangtze Power and CATL [5].

杭州西站站房屋顶铺设光伏组件 "区域内的绿道系统全长8195米，由步行街、省级绿道、滨水绿道及慢行道组成，符合《绿色生态 城区评价标准》中'总长度达到5千米'的要求。"钱江新城开发集团相关负责人介绍，区域内的海塘安澜 工程也将市政基础设施建设、交通网络优化、生态景观塑造与海塘融合，致力于打造江城一体的复合海 塘、开放的钱塘江国际滨水岸线，今年将建成御道城站公园、五堡草坪公园、六堡运动公园、七堡文艺 公园等多个项目。 西站枢纽绿色生态城区是目前杭州市面积最大的三星级绿色生态城区，位于余杭区西站新城单元云 城核心区块，是杭州城西科创中心的重要组成部分，申报面积3.55平方公里，配备长达11公里的绿道， 绿地率达37%，新建二星级及以上绿色建筑比例达100%。 "区域内高品质绿色低碳建筑集聚，西站站城综合体南区达全域绿色建筑二星级标准，西站站房更 是全市首个获三星级绿色建筑认证的交通枢纽。"杭州交投西站枢纽公司相关负责人表示，杭州西站也 是一个巨大的"发电站"，屋顶铺设约15000平方米光伏组件，年均发电231万度，采用"自发自用、余电 上网"模式助力节能减排。这里还有云门公园的生态绿意，建成后将飘起长800米、宽 ...

Core Viewpoint - Zhuhai Port has released its 2024 annual report, indicating a focus on sustainable development and efficiency improvement despite a decline in revenue, while also unveiling a strategic plan for 2025-2030 that emphasizes dual business lines in port logistics and renewable energy [1][6]. Financial Performance - In 2024, Zhuhai Port achieved an operating income of 5.125 billion yuan, a year-on-year decrease of 6.07% - The net profit attributable to shareholders was 292 million yuan, reflecting a year-on-year increase of 5.37% [1]. Business Strategy - The company has launched a development strategy for 2025-2030, with the mission "Port connects the world, green energy for all," focusing on port logistics and renewable energy as dual core businesses [1]. - The strategic initiatives include the "Dual-Engine Strategy," "West River - Yangtze River Linkage Strategy," "System Integration Strategy," and "Digital Green Strategy" [1]. Port and Logistics Operations - The port logistics segment completed a cargo throughput of 57.84 million tons in 2024, a year-on-year increase of 15.47% - Specific terminals like Ganghong and Yunfu New Port reported throughput growths of 20.58% and 4.60%, respectively, while Wuzhou Port achieved a remarkable 62.87% increase [2]. Shipping Business - The company has adjusted its internal river shipping structure to optimize capacity and enhance self-operated business, achieving a total self-owned capacity of 261,000 tons and a controlled capacity of approximately 1.5 million tons [3]. Renewable Energy Development - In 2024, Zhuhai Port expanded its renewable energy projects, including wind and solar power, with a total installed capacity of 470,000 kW in wind energy and 737,300 kW in solar energy [4]. - The company reported a 1.45% increase in electricity generation from wind power and a significant 78.01% increase in solar power generation [4]. Capital Operations and ESG Initiatives - The company issued bonds totaling 4.9 billion yuan in 2024 and received comprehensive bank credit of approximately 16.8 billion yuan [6]. - Zhuhai Port is the first state-owned listed company in Zhuhai to publish an ESG report, establishing a five-year strategic plan for ESG development with specific goals and actions [6]. Market Engagement and Shareholder Returns - The company plans to distribute 0.65 yuan per share in dividends for 2024, totaling approximately 58.86 million yuan, which represents 20.15% of the net profit attributable to shareholders [7]. - Zhuhai Port emphasizes market recognition and sustainable value creation through enhanced investor relations and information disclosure [7].

文 | 合肥市人民政府办公室 4月25日， 合肥市人民政府办公室印发《合肥市新能源资源开发利用工作方案》 ，方案指出， 力争到2025年底，全市新能源装机规模大幅提升，达750万千瓦以上，集中式光伏、风电装机 规模达330万千瓦以上，新能源发电量占全社会用电量比重达到15%。 展望到2027年底，全市 新能源装机规 模达到1000万千瓦以上、力争达到1200万千瓦。 开展新型储能规模化应用行动。大力推动电源侧、电网侧、用户侧新型储能规模化应用， 重点 发展百兆瓦级电网侧独立储能 ，支持符合条件的电源侧储能电站转为电网侧储能电站，支持各 类企业通过合同能源管理、共享共建等方式建设用户侧储能电站，探索构网型新型储能技术研 发与工程示范， 开展分布式光伏配储研究及试点应用。 力争到2025年底，全市建成兆瓦级新 型储能电站60座、装机总规模超100万千瓦，其中建成百兆瓦级电网侧独立储能电站5座。 开展"光伏+"综合应用示范行动。聚合全市新能源场景资源，制定分布式光伏高质量发展行动 计划，大力推广光伏建筑一体化系统、"光伏+智慧农业" "光伏+储能""光储充检换 "一体化充 电桩等"光伏+"综合应用场景，持续拓展新型 ...

证券研究报告 行业研究 [Table_ReportDate] 2025 年 04 月 27 日 三大交易所修订股票上市规则，明确关键少数责任，强化中小股东保障 [Table_Industry] ESG 周报 [Table_ReportType] 行业周报 执业编号：S1500524100001 邮 箱：wuboying@cindasc.com 信达证券股份有限公司 CINDA SECURITIES CO.,LTD 北京市西城区宣武门西大街甲127号金隅大厦 B座 邮编：100031 [Table_StockAndRank] ESG 投资评级 —— 上次评级 —— [Table_Title] 三大交易所修订股票上市规则，明确关键少数责 [Table_Author] [Table_Author] 左前明 能源行业首席分析师 执业编号：S1500518070001 联系电话：010-83326712 邮 箱：zuoqianming@cindasc.com 任，强化中小股东保障 郭雪 环保联席首席分析师 执业编号：S1500525030002 邮 箱：guoxue @cindasc.com [Table_Report ...

本报记者 寇江泽 董丝雨 4月23日，习近平主席向气候和公正转型领导人视频峰会发表致辞指出，"绿水青山就是金山银山。绿色 转型是应对气候变化的必由之路，也是经济社会发展的新引擎。"中央经济工作会议将"协同推进降碳减 污扩绿增长，加紧经济社会发展全面绿色转型"列为今年要抓好的重点任务之一。 锚定目标，砥砺奋进。在以习近平同志为核心的党中央坚强领导下，各地区各部门各行业统筹产业结构 调整、污染治理、生态保护，应对气候变化，积极稳妥推进碳达峰碳中和，绿色低碳转型展现新气象， 高质量发展底色更加鲜明。 围绕碳达峰碳中和目标，有力有序有效推进各项重点工作 我国把碳达峰碳中和纳入生态文明建设整体布局和经济社会发展全局，推动"双碳"工作取得积极成效。 全国碳市场体系建设加快推进，运用市场化机制推动减污降碳。今年3月，全国碳排放权交易市场首次 扩围，纳入钢铁、水泥、铝冶炼行业，覆盖全国二氧化碳排放总量占比将达到60%以上。同时，全国温 室气体自愿减排交易市场平稳运行，各类经营主体踊跃参与。"两个市场通过碳抵消机制互补衔接，共 同构成我国完整的碳市场体系，实现对减排主体的全覆盖。"生态环境部应对气候变化司司长夏应显表 示。 各 ...