在论坛重磅发布的英华奖案例评选中，天伦燃气(1600.HK)凭借卓越的成长性和市场表现，荣获"英华港 股成长案例示范奖"。评委会指出，该公司在城乡燃气清洁能源领域的持续创新、稳健的财务表现及 ESG体系建设，为港股市场提供了高成长性企业的发展范式。 2025年以来，天伦燃气(1600.HK)股价表现亮眼，自年初以来，股价累计涨幅27.14%，并自4月低点起趋 势性上涨，累计涨幅已翻倍，截止9月15日，收盘价报4.67元，港股燃气板块中强势领涨。据悉，公司 上半年营收同比增长10.6%至42.42亿元，中期股息每股4.6分，派息率高达35%。销气量增长15.3%，增 值服务收入激增27.6%，形成双轮驱动。同时，多家机构看好其成长性，中泰国际上调评级至"增持"， 长江证券亦点评公司股息率长期位于燃气行业领先水平。高股息与业绩弹性共同推动公司价值重估，彰 显其作为高股息资产的增长潜力。 9月16日至17日，由中国基金报主办的"2025中国资本市场发展论坛暨上市公司论坛"在上海成功举办。 本次论坛以"洞见价值 智创未来"为主题，汇聚监管机构、专家学者及知名企业代表，共同探讨资本市 场改革新路径。 此次，中国基金报的 ...

9月16日至17日，由中国基金报主办的"2025中国资本市场发展论坛暨上市公司论坛"在上海成功举办。 本次论坛以"洞见价值 智创未来"为主题，汇聚监管机构、专家学者及知名企业代表，共同探讨资本市 场改革新路径。 在论坛重磅发布的英华奖案例评选中，天伦燃气(1600.HK)凭借卓越的成长性和市场表现，荣获"英华港 股成长案例示范奖"。评委会指出，该公司在城乡燃气清洁能源领域的持续创新、稳健的财务表现及 ESG体系建设，为港股市场提供了高成长性企业的发展范式。 2025年以来，天伦燃气(1600.HK)股价表现亮眼，自年初以来，股价累计涨幅27.14%，并自4月低点起趋 势性上涨，累计涨幅已翻倍，截止9月15日，收盘价报4.67元，港股燃气板块中强势领涨。据悉，公司 上半年营收同比增长10.6%至42.42亿元，中期股息每股4.6分，派息率高达35%。销气量增长15.3%，增 值服务收入激增27.6%，形成双轮驱动。同时，多家机构看好其成长性，中泰国际上调评级至"增持"， 长江证券亦点评公司股息率长期位于燃气行业领先水平。高股息与业绩弹性共同推动公司价值重估，彰 显其作为高股息资产的增长潜力。 此次，中国基金报的 ...

据中国国家开发银行官网最新消息：9月12日，中国—东盟银联体（10+1银联体）理事会第15次会 议暨中日韩—东盟银联体（10+3银联体）理事会第6次会议在马来西亚吉隆坡召开。会议由马来西亚联 昌银行和中国国家开发银行共同主办，与会各方围绕东盟经济合作与跨境协作，可持续发展与环境、社 会和治理（ESG），数字化转型及人工智能等主题开展深入交流探讨。 国开行表示，中国—东盟银联体成立15年来，影响力和规模持续扩大，已成为促进中国与东盟国家 金融机构合作的重要平台；中日韩—东盟银联体成立以来，进一步扩大"朋友圈"，服务区域发展的能力 不断提升。下一步，建议更好发挥两个银联体的金融平台和纽带作用，推进务实合作，推动低碳转型， 助力创新驱动，合力支持基础设施互联互通、产业链供应链合作、可持续基础设施、清洁能源、绿色技 术与装备、科技创新、数字经济、制造业转型升级等领域重点项目。国开行将与各方携手共建高质量金 融合作机制，用好共建"一带一路"专项贷款、人民币融资窗口、中国—东盟共同发展专项贷款，为区域 繁荣发展贡献力量。 各成员行一致表示，要持续发挥10+1、10+3银联体平台优势和作用，加强交流与合作，为推动更 广泛的 ...

Core Insights - Daikin is a leading player in the global HVAC industry, focusing on air-related technology and market expansion since 2025 [1][4] - The company has accelerated its global air business layout through strategic acquisitions and localized development [2][4] Group 1: Strategic Acquisitions - Daikin has made several precise acquisitions to expand its air business, including Dynamic Data Centers Solutions for AI data center cooling solutions, enhancing its capabilities in managing power consumption and heat generation [2] - The company has also acquired Kylslaget and Saltire to strengthen its residential heat pump service network in Europe, aiming to provide comprehensive and energy-efficient heating services [2] Group 2: Localized Development - Daikin has established its first innovation center in Suzhou, China, focusing on core air conditioning component R&D, aiming to lead in energy-saving and environmentally friendly technologies [2][5] - The company has opened its third manufacturing base in Huizhou, Guangdong, enhancing its integrated local operations in R&D, production, sales, and service [2][5] - In Southeast Asia, Daikin's first full-scale residential air conditioning factory in Indonesia began production in May, marking a significant step in its regional expansion [2] Group 3: Global Presence and Impact - Daikin has a presence in 175 countries and regions, with 130 production bases and 351 subsidiaries, employing over 100,000 people globally [7] - The company's investments reflect its century-long commitment to air solutions, helping users achieve energy-efficient and comfortable living environments [7] - Daikin aims to continue leveraging technological innovation and a global perspective to create healthier indoor air environments [7]

Core Viewpoint - The air conditioning industry is undergoing a critical phase of "breaking through and restructuring," driven by policies promoting low-carbon transformation, extreme high temperatures, and consumer subsidy policies, leading to increased market demand. The consumer focus is shifting from basic temperature control to "comfort + health + high-end" upgrades, with comfort and health-oriented air conditioners emerging as clear new growth points [1]. Group 1: Environmental Factors - The dual drivers of policy and technological innovation are reshaping the air conditioning market, emphasizing energy efficiency and low-carbon transformation, which is expected to stabilize the industry's lifecycle development [2]. - National subsidy policies have reduced consumer purchase costs, while extreme high temperatures have directly stimulated market demand, enhancing air conditioning sales and positively impacting the related supply chain [3]. Group 2: Market Dynamics - The air conditioning market is entering a mature phase with stable growth, where online sales account for 60% of the market, and traditional e-commerce remains the core traffic entry point. Price differentiation is evident, with low-priced and high-priced segments both seeing increased market share [5]. Group 3: Consumer Demand - Social media discussions reflect the evolving demands for air conditioning, with energy efficiency, comfort, cooling performance, aesthetics, and health becoming the top ten topics of interest for 2025 [9]. - The evolution of air conditioning from a "single temperature regulator" to a "quality lifestyle hub" that integrates comfort, health, and aesthetics is evident, with a focus on improving air quality and harmonizing with home decor [11]. - The high-end air conditioning market is evolving towards a comprehensive experience that combines "extreme comfort + health purification + aesthetic integration + smart connectivity" [13]. Group 4: Opportunities and Trends - The transition from "selling products" to "selling lifestyles" is a significant opportunity, focusing on specific living scenarios, spatial functions, and emotional needs of users [15]. - The demand for air conditioning is shifting towards comfort, health, and high-end features, indicating a deeper consumer need for quality and experience [17]. - The main consumer groups for air conditioning are shifting towards younger generations, particularly those born in the 2000s and 1990s, with a focus on comfort in family settings [19]. Group 5: Purchase Behavior - Consumers are increasingly motivated by the need for functionality and quality of life improvements, moving from basic needs to higher quality and better experiences [21]. - The primary information channel for consumers is e-commerce platforms, with JD.com recognized as the leading source for appliance information and purchases [24]. - Performance and quality are critical factors in purchase decisions, with consumers becoming more rational and focused on comprehensive experiences rather than just price sensitivity [28]. Group 6: Product Features and User Feedback - High satisfaction rates (over 99%) for features like "no-wind" and "soft wind" indicate strong consumer preference for comfort and health functionalities in air conditioning products [58]. - The integration of health features, such as air purification and self-cleaning technologies, is becoming a key selling point, enhancing the overall value of air conditioning products [57]. Group 7: Collaborative Innovations - JD.com collaborates with major air conditioning brands to promote comfort and health technologies, successfully driving sales of various air conditioning products that meet evolving consumer demands [61].

Core Insights - Jilin Province is focusing on renewable energy development, with installed capacity exceeding 30 million kilowatts, injecting new momentum into overall revitalization [1][2] - The province's renewable energy industry is leveraging its natural resources, particularly wind and solar power, to enhance energy stability and reduce carbon emissions [2][3] Renewable Energy Development - Jilin Province has seen an average annual growth rate of 29% in renewable energy external transmission over the past three years [2] - The "Jidian into Beijing" project, the province's first ultra-high voltage transmission line, is included in the national "14th Five-Year" power development plan as a reserve project [2] - The province has exceeded its target by adding over 12 million kilowatts of new energy capacity in the Jilin section of the Songliao New Energy Base during the first four years of the "14th Five-Year" plan [2] Green Chemical Products - Low-carbon transformation is accelerating, with green hydrogen, green ammonia, and green methanol becoming key alternative products in shipping and agriculture [3] - The Shanghai Electric wind power and biomass green methanol integration project in Jilin has begun production, with an expected annual output of 50,000 tons of green methanol, facilitating the consumption of approximately 220 million kilowatt-hours of green electricity [3] - Jilin Province has launched five major green energy chemical projects, focusing on the large-scale utilization of green electricity for high-value chemical products [3] Industry Cluster Development - Jilin Province's renewable energy industry chain is expanding across multiple segments, including raw material production, equipment manufacturing, and product application [4] - Jilin Chemical Fiber dominates the domestic wind power sector with a 95% market share in carbon fiber, experiencing a 29% year-on-year increase in sales revenue [4] - Numerous companies, such as SANY Wind Power and Fanrui Heavy Industry, are establishing a presence in the region, supporting a one-stop procurement model for wind power equipment [4] - The province is witnessing the emergence of hydrogen energy vehicles and high-speed hydrogen-powered trains, indicating a shift towards high-quality economic development driven by renewable energy [4]

Core Insights - The report emphasizes the need for low-carbon and high-quality development in Shandong's heating industry, addressing current challenges and proposing policy recommendations for sustainable growth [1][4][6] Group 1: Current Industry Status - The report identifies that Shandong's heating industry is heavily reliant on coal, with a high proportion of coal-fired heating systems, which poses environmental and sustainability challenges [6][8] - It highlights the necessity for a transition towards cleaner energy sources, including biomass, geothermal, and nuclear energy, to reduce dependence on fossil fuels [4][6] Group 2: Future Projections - By 2035, the report predicts that residential heating network coverage will reach approximately 2.604 billion square meters, with industrial heating demand estimated at 63,947 tons/hour [3] - The report suggests a phased elimination of coal-fired heating boilers by 2027 and 2035, while also reducing the capacity of smaller coal-fired power units [3][4] Group 3: Policy Recommendations - The report advocates for enhancing the capacity of large heating units and promoting the development of natural gas, nuclear, renewable energy, and waste heat utilization [3][4] - It recommends a balanced approach to meet both energy efficiency and stability requirements under the dual carbon goals, suggesting a combination of flexible and efficient generation methods [3][4] Group 4: Industry Challenges - Key challenges include high costs of clean energy utilization, significant reliance on coal, and the need for improved management systems within the heating sector [6][8] - The report stresses the importance of addressing the heating supply-demand imbalance and ensuring energy security during the transition to low-carbon solutions [8]

第三步，封存。可以理解成给二氧化碳在地下安排一个长期"安全屋"。科研人员将它压缩成高密度流 体，注入地下上千米的咸水层或废弃油气藏中。这些地质构造稳定、隔绝性强，像一个个天然的密封 罐，能够将二氧化碳封存百年甚至千年不泄漏。 累计封存量突破1亿立方米！日前，我国首个海上二氧化碳封存示范项目传来新进展，也意味着我国海 上二氧化碳封存技术、装备和工程能力日臻成熟。 火力发电、工厂烟囱、汽车尾气释放出的二氧化碳等温室气体，导致全球气温升高、冰川逐渐融化，也 让极端天气变得更加频繁。人类为此烦恼已久，但现在我们有了一种新办法，既不粗暴"剿灭"，也不简 单"驱赶"，而是用科技的方式，让它悄悄"搬家"。这项技术名叫CCUS（二氧化碳捕集、利用与封 存），从理论上说，有了CCUS，化石能源也能成为"零碳"能源。 CCUS的原理其实并不复杂，它的关键环节包括三步：先把排出的二氧化碳"捕集"，然后"利用"，最 后"封存"。就像在一场突如其来的洪水中，有人建堤坝，有人疏水渠，CCUS的角色，是把多余的水引 入安全的地下水库。这种二氧化碳的"隐身术"，正被越来越多的国家和地区纳入减排"工具箱"。 第一步，捕集。在火电厂、化工厂、水 ...

Core Insights - Jilin Province is focusing on renewable energy development, achieving over 30 million kilowatts of installed capacity, which injects new momentum into its overall revitalization [1][2] - The province's renewable energy sector is benefiting from strong wind and solar resources, with an average annual growth rate of 29% in external electricity delivery over the past three years [2][3] - Jilin's energy transition is accelerating with the production of green chemical products from clean energy, attracting numerous projects and enhancing carbon reduction efforts [3][4] Group 1: Renewable Energy Development - Jilin's renewable energy installed capacity has surpassed 30 million kilowatts, contributing significantly to the province's economic revitalization [1] - The province's first ultra-high voltage transmission line, "Jilin Electricity into Beijing," is part of the national "14th Five-Year" power development plan [2] - The addition of over 12 million kilowatts of new renewable energy capacity in Jilin during the first four years of the "14th Five-Year" plan has exceeded national targets by 33% [2] Group 2: Green Chemical Products - The production of green methanol from renewable energy is underway, with a project in Jilin expected to generate 50,000 tons annually and reduce carbon emissions by approximately 65,000 tons [3] - Jilin has established five major green energy chemical projects, focusing on the large-scale utilization of green electricity for high-value chemical products [3][4] Group 3: Industry Cluster Development - Jilin's renewable energy industry chain is expanding, with significant growth in carbon fiber production for wind energy, achieving a 29% increase in sales revenue [4] - Numerous companies are establishing operations in Jilin, supporting a comprehensive supply chain for wind energy equipment and new energy storage products [4] - The province is becoming a leader in economic development through its renewable energy sector, transforming its wind resources into a continuous driver for high-quality growth [4]

一句"白露种高山，秋分种平川"道出了物候之变。而能源与气候间，也存在着某种明显且愈加复杂的互动。 能源与气候的双向塑造 回看今夏，全国一度陷入"蒸笼模式"。 浙江也"不甘示弱"，特别是8月，平均最高气温35.8℃、高温日数22天，相比常年偏大2.9℃、偏多13天。 浙北、浙中温度尤高，杭州地区更是从8月3日至31日，连续29天高温日数，打破了8月最多、连续最长高温日数等多项纪录。 夏季全社会负荷也维持高位。除经济增长等因素外，最直接的影响就属高温。入夏以来，截至8月底，浙江省地两级负荷合计59次创新 高，全省全社会最高用电负荷有74天破亿、4次刷新纪录、冲至1.31亿千瓦的历史峰值。 环球同此凉热。全球性热浪也正变得愈加剧烈且频繁。世界最大冰山遭解体。极端高温加剧火灾风险，欧美多地野火肆虐。9月1日， 英、日、韩气象机构表明，过去三个月，三国各自经历了有记录以来的"最热夏天"。 气候变暖导致极端天气频发，也直接影响了能源的需求与供应。 从需求看，以浙江为例，夏冬"双峰"特点日益凸显，极寒极热带来调温负荷激增，加大供需平衡难度，今夏空调负荷最大为4484万千 瓦，占同时刻全社会负荷的34.7%。 据测算，气温在 ...