Domestic Highlights - Xiamen has launched the "ESG Report Verification Cost Compensation Insurance," aiming to enhance ESG disclosure and verification coverage in the region[12] - The Xiamen Free Trade Zone has introduced 632 innovative measures, with 153 being national firsts, to promote ESG standards and practices[12] International Developments - The European Commission proposed amendments to the European Climate Law, targeting a 90% reduction in greenhouse gas emissions by 2040 compared to 1990 levels[3] - The proposal includes mechanisms like carbon credit allowances to alleviate pressures in achieving these reduction targets[3] ESG Financial Products Tracking - As of July 5, 2025, China has issued 3,605 ESG bonds, with a total outstanding amount of 5.52 trillion RMB, where green bonds account for 61.53% of the total[22] - In the past month, 41 ESG bonds were issued, raising 39.8 billion RMB, while the total issuance over the past year reached 1,007 bonds worth 1.1758 trillion RMB[22] Public Fund Insights - The market has 902 existing ESG products, with a total net asset value of 1,055.066 billion RMB, where ESG strategy products represent 52.98% of the total[34] - No new ESG public funds were issued in the past month, but 236 funds were launched in the last year, totaling 170.639 billion units[34] Banking Wealth Management - There are 965 existing ESG products in the banking sector, with pure ESG products making up 55.85% of the total[40] - In the last month, 12 new ESG products were issued, primarily focused on pure ESG and environmental protection[40] Index Performance - As of July 4, 2025, major ESG indices, except for the Wind All A Sustainable ESG, outperformed the market, with the 300 ESG Leading Index showing the highest increase of 1.87%[41] - Over the past year, the Huazheng ESG Leading Index had the largest growth at 17.59%, while the Shenzhen ESG 300 Index increased by 13.3%[41] Expert Opinions - UNEP FI's Butch Bacani emphasized the insurance industry's role in managing climate-related risks and supporting sustainable industrial transitions[8] - The need for a comprehensive asset-liability perspective was highlighted to align insurance and investment efforts towards building resilient and carbon-neutral communities[8] Risk Factors - Potential risks include slower-than-expected ESG development, delays in the dual carbon strategy, and insufficient policy advancements[43]

6月27日，山东省科技大会在济南召开。会上，"百万吨二氧化碳捕集、管输、驱油与封存(CCUS)关键 技术及工程应用"等3项成果获省科学技术进步奖特等奖。 据了解，胜利油田CCUS示范工程项目还入选了国家"奋进新时代"主题成就展，模型被中国共产党历史 展览馆收藏，获全球碳封存领导人论坛旗舰项目认证，大幅提高了我国在应对气候变化领域的影响力和 话语权。 15座注入站 用工仅需要60余人 "空无一人的注入站现场，如何日注千吨二氧化碳？"5号站东北方向5公里处的CCUS运维中心，是 CCUS注入系统的指挥中枢，管理着15座注入站、180多台套设备和76公里单井注入管线。 在生产指挥大厅，员工采用信息化运维模式，全天候、无死角巡查注入站全景，实时关注关键部位，精 准识别设备状态；通过远程操控设备、调整参数、分析数据，加强生产运行质效，如遇生产异常可一键 切断风险源。 "示范区东西跨度20公里，现场巡检一个来回就得一个多小时。"谈及智能化生产，CCUS指挥长林超感 触颇深。他说，视频联动平台、SCADA操控系统和PCS智能分析系统，就像给生产运行装上了"千里 眼""顺风耳"，1名员工就能远程巡检管理2至3座注入站。 目前 ...

Group 1 - The People's Bank of China and local financial authorities guided Harbin Bank to successfully launch the first "carbon emission + carbon credit" linked loan in Harbin, providing a credit of 100 million yuan to Harbin Thermal Power Co., Ltd. [1] - This project aligns with various policies aimed at promoting green finance and sustainable development in the region, contributing to ecological priority and green development in Heilongjiang [1][2] - Harbin Thermal Power Co., Ltd. has consistently exceeded national standards for nitrogen oxides and sulfur dioxide emissions by over 30%, and has been recognized as a national high-tech enterprise in 2023 [2] Group 2 - Harbin Bank's Harbin branch has designed loan interest rate linkage indicators based on the company's carbon emissions and credit, providing interest rate discounts to incentivize green low-carbon development [2] - The bank has been actively implementing the central government's decisions on carbon peak and carbon neutrality, focusing on key areas such as heating supply, manufacturing transformation, and new energy [2] - Harbin Bank aims to expand its green finance service scale and enhance service levels to support the sustainable development of "Beautiful Heilongjiang" [2]

长江商报消息 能源巨头深圳能源（000027.SZ）继续做强做优主业。 6月30日晚间，深圳能源公告称，子公司拟63.32亿元投资建设妈湾电厂升级改造煤电环保替代一期工程 项目。 经过多年发展，深圳能源实现了从单一发电企业成长为具有多元化能源体系的综合服务商，产业板块涵 盖低碳电力、生态环保、综合燃气、数智服务。 近年来，深圳能源展现出强大的发展动能。截至3月末，公司资产规模达1724亿元。2025年一季度，公 司实现"开门红"，其中归母净利润同比增长22.31%。 拟63.32亿投建电厂升级改造项目 6月30日晚间，深圳能源公告，公司控股子公司深圳妈湾电力有限公司（以下简称"妈湾公司"）拟投资 建设妈湾电厂升级改造煤电环保替代一期工程项目，项目装机规模为2×660兆瓦。本项目总投资为63.32 亿元，自有资金为13.05亿元，由妈湾公司自筹，其余投资款拟通过融资解决。 公告显示，妈湾电厂位于深圳市南山区南头半岛西南端，已建6台亚临界燃煤机组，其中1号、2号机组 装机容量均为320兆瓦，3号至6号机组装机容量均为330兆瓦，总装机容量为1960兆瓦，大气污染物排放 水平达到超低排放要求。1号、2号机组已于20 ...

Board Meeting Summary - The third board meeting of Shanghai Yongmaotai Automotive Technology Co., Ltd. was held on July 1, 2025, with all 9 directors present, confirming the legality and validity of the meeting [2][4]. Employee Stock Ownership Plan Adjustment - The board approved an adjustment to the reserved transfer price for the 2025 employee stock ownership plan, changing it from 3.96 RMB per share to 3.92 RMB per share, effective from July 4, 2025 [3][30][34]. Investment in Mexico - The board approved an investment of approximately 450 million RMB to establish an intelligent manufacturing base for automotive parts in Mexico, which aims to expand the company's overseas production capacity and enhance market competitiveness [5][10][22]. - The investment will be made by the company's wholly-owned subsidiary in Singapore, in collaboration with another subsidiary, and is aligned with national "going out" strategies [6][10][21]. Project Feasibility and Strategic Importance - The project is strategically important as it aligns with the company's long-term development goals and customer needs, enhancing internationalization and profitability [22][21]. - Mexico's favorable investment environment, including its proximity to the U.S. and its status as a major automotive production hub, supports the project's feasibility [17][21]. Company Background and Operations - The company has over 20 years of experience in producing aluminum alloy automotive parts, serving major clients in the automotive industry, and has established a comprehensive low-carbon circular economy in its operations [20][22].

Core Points - The "Ningdian Ruxiang" project, a ±800 kV UHVDC transmission line, has completed its 168-hour trial operation and started delivering electricity to Hunan, marking the third major power transmission channel from Ningxia [1] - The project spans 1616 kilometers and passes through six provinces, with a total installed capacity of 17.64 million kW, of which 13 million kW comes from renewable energy sources, contributing over 50% of green electricity [1] - The total investment for the project is 28.1 billion yuan, with an estimated 70 billion yuan in related investments in renewable energy, coal power, and energy storage projects in Ningxia [1] Industry Impact - The project enhances energy cooperation between Ningxia and Hunan, with local Hunan enterprises supplying key components such as high-end converter transformers and capacitors [2] - The construction of a 3 million kW wind-solar energy base by Hunan Energy Group in Ningxia is underway, with the first phase of a 1 million kW solar project expected to be connected to the grid by July 30 [2] - The project is expected to provide reliable electricity for Hunan enterprises and potentially lower their electricity costs, fostering economic development in both regions [2]

Core Viewpoint - The construction of a unified and standardized carbon footprint background database is crucial for the development of China's product carbon footprint management system and for enhancing international competitiveness in carbon data standards [1][4]. Group 1: Current Status of Carbon Footprint Background Database - China is placing significant emphasis on the establishment of carbon footprint background databases, as highlighted in the State Council's work plan for building a dual control system for carbon emissions [1]. - Despite some progress, the construction and application of carbon footprint background databases in China are still in the early stages, facing various misconceptions and bottlenecks [2][3]. Group 2: Challenges in Database Construction - There is a weak understanding of the database among market participants, leading to confusion between different types of databases and insufficient emphasis on real data quality control [2][3]. - The quality of data is inconsistent, with issues such as redundant and low-level construction, lack of unified standards, and transparency problems in existing databases [3]. - The promotion and application of carbon footprint background databases are inadequate, with limited recognition in international markets and a need for improved standards [3]. Group 3: Recommendations for Improvement - It is recommended to enhance planning and design for the national carbon footprint background database, ensuring a unified structure and avoiding redundant construction [4][5]. - Emphasis should be placed on research and development, fostering talent in carbon footprint data development, and utilizing digital technologies for better data accessibility and traceability [5][6]. - Expanding application scenarios through public awareness campaigns and competitions can help improve the market space for quality background databases [6][7]. Group 4: International Cooperation - Strengthening international collaboration is essential, including technical exchanges with global lifecycle data development organizations and promoting mutual recognition of carbon footprint data standards [7].

Group 1 - JinkoSolar's global vice president shared China's experience in photovoltaic desertification control at the 2025 Summer Davos Forum, attracting international interest [2] - JinkoSolar supplied a total of 1.75GW of photovoltaic components for two major projects in Saudi Arabia and is involved in a 1.8GW project in Abu Dhabi, showcasing China's solutions for energy transition and desertification prevention [2] - The company aims to shift from global sales to global production and investment, exporting technology, systems, standards, talent, and experience to help local industries establish their own supply chains [2] Group 2 - China has the most severe desertification in the world, with 2.57 million square kilometers of desertified land, accounting for 26.81% of its territory [3] - Through large-scale greening projects, China has effectively managed 53% of its desertifiable land, achieving "zero growth" in land degradation [3] - The "14th Five-Year Plan" emphasizes the construction of large-scale wind and photovoltaic bases in desert areas, with a target of 455 million kilowatts of installed capacity by 2030 [3] Group 3 - The State Grid Corporation of China plans to integrate large-scale renewable energy into the grid, transmitting power from desert regions over distances of 2,000 to 3,000 kilometers [5] - By the end of 2024, the first batch of 50 large-scale wind and photovoltaic base projects will be completed, with an installed capacity exceeding 90 million kilowatts [5] - Continuous technological innovation has led to increased global recognition of JinkoSolar's products, with over 50% of orders coming from overseas clients [5] Group 4 - The systematic development approach of photovoltaic desertification control in China is seen as a model for other countries [5] - Building large-scale renewable energy bases in desert areas is an effective solution for integrating renewable energy generation with desertification control and ecological restoration [5][6] - This approach not only promotes green energy development but also creates economic growth points in desert regions through ecological restoration and energy industry integration [6]

资讯编辑：周小燕 021-26096760 资讯监督：乐卫扬 021-26093827 资讯投诉：陈跃进 021-26093100 据了解，江西将着力构建多部门协同工作模式，深化"先体检、后更新"的社区体检更新一体化推进机 制，创新建立社区广泛协商提出"需求清单"、相关部门深度梳理提供"资源清单"、政府统筹整合形 成"项目清单"三张清单制度，探索适用存量更新改造的项目流程、技术措施和快速办理机制。 在设施提升工程方面，将聚焦"一老一小"、停车充电等痛点，大力增建社区嵌入式服务设施，利用闲置 空间新增停车位，普及电动自行车充电设施，同步完善无障碍和适老化改造，让日常起居更舒心。同 时，江西将落实城市建设领域的碳达峰碳中和目标，践行生态宜居理念，建设口袋公园、开放共享绿 地，增加居民身边的"微生态"；系统整治雨污管网错接混接，推广建筑节能改造和太阳能光伏应用，降 低社区能耗，积极助力城市建设绿色转型。 此外，江西还将充分运用新一代信息技术，促进数字生态与社区生活深度融合，普及自助服务终端、停 车管理等设施，提升硬件智能化水平；搭建社区智慧服务平台，集成政务办理、物业报修等功能，实现 便民服务指尖可达。 6月26日 ...

Group 1: Climate Change and Its Impact - Sichuan's average temperature in 2024 reached 16.4℃, 1.2℃ higher than the previous record, marking the highest since 1961 [1] - Climate change, characterized by warming, is identified as one of the most pressing global challenges [1] Group 2: Green and Low-Carbon Transition in Industries - The cement industry is a major source of CO2 emissions in Sichuan, prompting a shift towards green and low-carbon practices [2] - Ba Zhong Conch Cement Co. improved energy efficiency by 8% through technological innovation, while Zi Gong Jinlong Cement Co. reduced fuel usage and achieved solid waste resource utilization [2] Group 3: Development of Green Industries - Sichuan is focusing on developing green low-carbon industries such as photovoltaics, power batteries, and hydrogen energy, aiming to establish a world-class lithium battery and photovoltaic industry base [3] - The added value of green low-carbon industries in Sichuan grew by 10.2% year-on-year, with investment in these industries increasing by 1.3 percentage points [3] - Renewable energy power generation capacity exceeded 100 million kilowatts, with over 70% of renewable energy being consumed [3] Group 4: Climate Adaptation Initiatives - A carbon footprint management system is being established to promote greenhouse gas reduction throughout the product lifecycle [4] - Sichuan has initiated climate adaptation projects, including the construction of sponge cities and a modern water network to enhance resilience against extreme weather [4] - The province has built 14 automatic greenhouse gas monitoring stations, creating a nationwide monitoring network [4] Group 5: Ongoing Efforts in Green Transition - Sichuan will continue to optimize energy, industry, and transportation structures while deepening ecological reforms and controlling greenhouse gas emissions [5]