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 ...

Core Viewpoint - The global green transition is facing challenges, but China should remain committed to its green transformation goals despite external pressures and discussions about increasing fossil fuel production [1] Group 1: Importance of Green Transition - The green transition is an unavoidable choice for humanity, and it cannot be reversed despite various challenges [1] - Significant investments in research and industry, amounting to trillions, have already been made towards climate change and carbon neutrality, making it crucial for China to maintain its long-term goals [1] - China's leadership in low-carbon green industry research, investment, and production is vital for its economic future [1] Group 2: Cost Reduction and Competitiveness - Innovations have drastically reduced the costs of basic green technologies, with solar power costs decreasing by 90% over the past decade, now comparable to coal power costs [2] - Renewable energy sources are becoming increasingly competitive with traditional coal power, even without considering climate issues [2] Group 3: Energy Security and Geopolitical Factors - Geopolitical factors have led countries to prioritize energy security, with renewable energy offering advantages in terms of being distributed, localized, and renewable [2] - For China, which relies heavily on imported oil and gas, the benefits of renewable energy are particularly significant [2] Group 4: Challenges and Solutions in Energy Development - The transition to high proportions of renewable energy has led to challenges such as power supply instability and market pressures, which can only be addressed through further reforms and development [2] - Historical experiences since the reform and opening up indicate that development issues should be resolved through continued reform and faster growth [2] Group 5: Recommendations for Supply and Demand Sides - On the supply side, there is a need to enhance the design and construction of new power systems through technological innovation and regulatory reforms to ensure stable and low-cost renewable energy supply [3] - On the demand side, transitioning from energy consumption control to carbon emission control is essential, with specific quantitative targets set for governments and key industries to create a comprehensive carbon reduction responsibility mechanism [3]

Group 1 - The core viewpoint of the news is that Rongsheng Petrochemical's major shareholder has significantly increased its stake in the company, reflecting confidence in the long-term investment value of the domestic capital market and the company's future stability [1] - Rongsheng Petrochemical's major shareholder, Zhejiang Rongsheng Holding Group, has cumulatively increased its holdings by 203,554,992 shares, accounting for 2.01% of the total share capital, with a total investment amount close to 2 billion yuan [1] - The share buyback is part of three planned phases, with the third phase currently ongoing, involving an investment scale of 1 to 2 billion yuan [1] Group 2 - In the 2024 earnings presentation, Rongsheng Petrochemical emphasized its commitment to long-term value creation through technological innovation, green transformation, and strategic layout, enhancing its operational efficiency and global competitiveness [2] - The company reported a significant improvement in Q1 2025 net profit, achieving 588 million yuan, a quarter-on-quarter increase of 486.62%, driven by the recovery of crude oil cracking price differentials [2] - The company is actively expanding its product matrix to include differentiated, high-end, and green products, covering various fields such as new energy materials and synthetic resins [2] Group 3 - Analysts from Kaiyuan Securities noted that the adjustment of fuel oil policies is leading to the exit of marginal refining capacity, which will further highlight the value of Rongsheng Petrochemical's quality assets [3] - The collaboration with Saudi Aramco is expected to enhance the company's global layout and strengthen its risk resistance capabilities in cross-border operations [3] - The company's accelerated industrial layout and expansion into green product matrices are anticipated to improve profitability and long-term investment value [3]

Core Viewpoint - The Chinese shipbuilding industry is experiencing a resurgence in orders and revenue growth, driven by the easing of U.S. 301 investigation restrictions and a strong global demand for new vessels [2][4][8]. Group 1: Market Dynamics - International shipowners, including Greek Dynacom and Thai RCL, are returning to the Chinese shipbuilding market following the relaxation of U.S. restrictions [2]. - In April 2025, Chinese shipyards secured 69% of the global new ship orders, reclaiming the top position in the global market [4]. - The total new ship orders for Chinese shipyards from January to April 2025 reached 215 vessels, accounting for approximately 54% of the global market share [4]. Group 2: Company Performance - In the first quarter of 2025, ten listed ship companies reported a combined revenue of 46.176 billion yuan and a net profit of 2.319 billion yuan [7]. - China Shipbuilding Industry achieved a net profit of 1.127 billion yuan in Q1 2025, marking a 180.99% year-on-year increase, attributed to improved production efficiency and increased margins on civil shipbuilding [7]. - The company has a backlog of orders scheduled until 2029, indicating strong future revenue potential [3]. Group 3: Future Outlook - The global shipbuilding market is entering a new development cycle, with Chinese shipbuilding maintaining a competitive edge due to high efficiency and flexible capacity [3][4]. - The demand for green ship types is expected to rise, supported by new regulations and technological advancements in artificial intelligence and new materials [9]. - The ongoing global shipbuilding boom, which began in 2021, is expected to continue, driven by the need for fleet renewal and decarbonization efforts in the maritime industry [8][9].

Core Viewpoint - The city of Maoming, once known as the "Southern Oil City," is undergoing a significant transformation towards a green and sustainable development model, shifting from a resource-extraction economy to a modern ecological city [1][4]. Group 1: Historical Context - Maoming has a rich history tied to China's oil industry, with 5.1 billion tons of oil shale reserves discovered in 1954, which played a crucial role in alleviating the national oil shortage [4]. - The city was home to China's first shale oil refinery established in 1957, contributing significantly to the country's energy needs during its early industrialization [4][7]. - Over 30 years, Maoming extracted 102 million tons of oil shale, producing 2.92 million tons of shale oil, earning it the title of "the first son of the Republic's oil industry" [4][7]. Group 2: Environmental Challenges - The extensive mining activities led to severe ecological damage, with abandoned mining sites becoming polluted and hazardous, prompting a need for environmental restoration [7][8]. - The local government faced challenges in closing down illegal mining operations, which had become a significant economic pillar for the region [7]. Group 3: Green Transformation Initiatives - In 2013, Maoming initiated a project to convert the abandoned mining sites into an ecological park, covering 10.07 square kilometers, to restore the environment and enhance public green spaces [8][11]. - Key restoration efforts included creating a large lake, planting over 8,000 acres of trees, repurposing old factory buildings into museums, and developing infrastructure such as a 40-kilometer ring road [8][11]. - The ecological park has become a popular tourist destination, attracting over 60,000 visitors daily during peak seasons, generating significant economic benefits [11]. Group 4: Future Development Goals - Maoming is developing a zero-carbon industrial park, which will be the world's first to integrate nuclear energy with green chemical production, aiming to reduce carbon emissions by 80% [15]. - The park will host projects like the East China Energy alkane resource utilization project and a carbon fiber production facility, contributing to a new materials industry in the region [15]. - The city's transformation reflects a broader strategy to diversify its economy beyond oil, focusing on green energy, new materials, and modern agriculture, positioning Maoming as a model for sustainable development in resource-based cities [15].

· 2025 年 5 月 22 日 国都港股操作导航 星期四 | 海外市场重要指数 | 收市 | 幅度 | | --- | --- | --- | | 道琼斯工业指数 | 41860.44 | -1.91 | | 标普 500 指数 | 5844.61 | -1.61 | | 纳斯达克综合指数 | 18872.64 | -1.41 | | 英国富时 100 指数 | 8786.46 | 0.06 | | 德国 DAX 指数 | 24122.4 | 0.36 | | 日经 225 指数 | 37079.62 | -0.59 | | 台湾加权指数 | 21803.91 | 1.29 | | 内地股市 | | | | 上证指数 | 3387.27 | 0.21 | | 深证成指 | 10294.22 | 0.44 | | 香港股市 | | | | 恒生指数 | 23827.78 | 0.62 | | 国企指数 | 8660.94 | 0.84 | | 红筹指数 | 3940.21 | 0.72 | | 恒生科技指数 | 5342.41 | 0.51 | | AH 股溢价指数 | 132.43 | -0.43 | | ...

今年以来，国际环境波谲云诡，内需扩大的需求增强，外部冲击的影响加剧。然而，江苏内外贸市场却 在风浪中稳住高质量发展的"航向"——1—4月全省进出口1.85万亿元，同比增长5.7%；社零总额近1.6万 亿元，同比增长5.5%。 □ 本报记者 王梦然 付奇 这组上扬的数据背后，是江苏上下技术创新破局、政策协同护航、市场多元重构的应对举措和奋斗实 践。 在太仓港集装箱码头，装载新能源矿车散件的"中远海运源泉"轮开往秘鲁钱凯港，这是今年3月苏州港 与钱凯港签署友好港口协议书后，从苏州港发往钱凯港的第一艘多用途船舶。"这条国际航线，将使中 秘两国之间单程海运时间从35天缩短至23天，节约20%以上的物流成本，是名副其实的'海上高速公 路'。"太仓港口管委会发展服务局局长王敏勇感慨。 跨境电商重构"贸易链路"，成为"江苏制造"直抵多元海外市场的新路径。 在南通叠石桥跨境电商直播中心，主播林小夏对着镜头介绍一款夏凉被："这款大豆纤维被采用纳米级 抗菌技术，现在下单可享海外仓5日达服务……"屏幕下方的聊天框里，来自巴西、土耳其的订单信息不 断闪烁。为中小企业提供出海支持，南通成立叠石桥跨境电商产业中心，还建成覆盖欧美和"一带 ...

《炼化行业单位产品能源消耗限额》（GB 30251—2024）等13项能耗限额强制性国家标准自今年5月1 日起正式实施，这批标准涵盖化工、煤炭、采矿、造纸等多个国民经济重要产业。市场人士认为，投资 者应密切关注政策落地的节奏和终端需求的变化，在行业变革中捕捉结构性投资机会。 钢铁行业：推动产业结构优化增强企业竞争力 中银期货研究所黑色首席研究员吕肖华认为，能耗限额强制性国标的实施，将对钢铁行业产生利好。目 前，钢铁行业供应过剩、需求疲弱，供给侧结构性改革是行业健康发展的重要手段。能耗限额强制性国 标的实施，一是可以淘汰部分能效水平低、能耗高的落后产能，如《钢铁行业规范条件（2025年版）》 明确规定，400立方米及以下炼铁高炉、30吨及以下炼钢转炉等落后设备将被强制淘汰。二是规定新建 和改扩建钢铁项目的能效水平必须达到准入值，可以提高行业准入门槛，推动行业向高端化、绿色化发 展。企业为达到先进值或准入值标准，会加大对节能技术研发的投入，促进技术升级与创新。三是推动 钢铁企业兼并重组，进而推动产业结构优化并增强企业市场竞争力，助力实现碳达峰碳中和目标。 "能耗限额强制性国标的实施抬高了产能投资门槛，中长期也抬升 ...

Economic Overview - The current economic operation in China faces increased challenges due to uncertainties in international circulation, but favorable conditions for long-term economic improvement remain unchanged [1] - The national economy has shown a good start this year, with April maintaining stable growth, laying a foundation for achieving annual targets [2] Consumer and Investment Trends - Domestic demand plays a significant stabilizing role, with final consumption expenditure contributing over 50% to economic growth in Q1 [2] - The implementation of policies such as the trade-in program for consumer goods has boosted retail markets, particularly in appliances and furniture [2] - Fixed asset investment has increased by 4% year-on-year, with manufacturing investment growth close to 9% [2] Industrial Growth and Innovation - The industrial economy has shown positive momentum, with a 6.4% year-on-year increase in the added value of large-scale industries from January to April [2] - High-tech manufacturing sectors have outperformed average industrial growth rates, with significant increases in the production of industrial robots and new energy vehicles [2] Regulatory Environment and Support for Enterprises - New laws and regulations have been implemented to enhance the vitality of various business entities, including the promotion of private economy and fair competition [3] - The government has introduced measures to support industries facing challenges in transformation and export, fostering a more favorable business environment [3] Global Economic Integration - Despite rising protectionism and unilateralism, globalization remains a historical trend, and many multinational companies continue to invest in China, reflecting confidence in the market's potential [3] - China aims to enhance its economic circulation quality and promote efficient connections between domestic and international markets [3] Innovation and Digital Transformation - China is transitioning from being a manufacturing hub to a global innovation center, with multinational companies upgrading their R&D centers in China to focus on digital innovation [4] - The integration of digital technologies with manufacturing and market advantages is being accelerated, promoting opportunities for emerging industries [4] Green Transformation - There is a strong commitment to promoting a comprehensive green transformation in economic and social development, focusing on clean energy utilization and the growth of the renewable energy sector [5]

中青报·中青网见习记者 席聪聪 记者 蒋雨彤 快递拆开后的旧纸箱如何处理，这一看似微不足道的日常行为，实则关系着快递业绿色转型的关键命 题。 5月14日，中青报·中青网记者在浙江大学紫金港校区白沙邮递服务站采访时了解到，目前浙江大学杭州 五个校区的14个邮递服务站，全部免费提供二次回收利用的纸箱，师生寄件用的纸箱90%都来自此，一 个站点最多时一天大概会用掉200个。"这个绿色'回箱'计划已经实行了近十年，全校累计回收纸箱换算 下来减少的碳排放应该也相当可观。"浙江大学后勤集团党委书记、董事长姚信说。 近年来，我国快递行业迅猛发展，2024年业务量已达1750亿件，连续11年位居世界第一。与此同时，随 之而来的包装物大量消耗资源、污染环境等突出问题不容忽视。 今年6月1日起，《国务院关于修改〈快递暂行条例〉的决定》（以下简称《决定》）将正式施行。此次 修改主要就是针对快递包装问题，围绕快递包装设计、生产、使用、回收、处置等环节完善制度措施， 明确企业以及政府、行业组织、快递用户等各类主体的责任，力求形成全链条治理合力。 过去3年，浙江的探索与实践，为破解快递包装绿色转型难题提供可借鉴的路径和参考。 浙江大学邮 ...