作为中交集团旗下核心金融平台，中交租赁广州公司紧紧围绕"五全四大五型"战略方向，聚焦绿色能源、数字经济、城市服务、先进制造四大核心领 域，持续深化金融"五篇大文章"，并积极落实《广州南沙深化面向世界的粤港澳全面合作总体方案》，以产融协同助力国家战略落地。 2025年盛夏，中交融资租赁（广州）有限公司（以下简称"中交租赁广州公司"）迎来重要里程碑——累计投放金额突破1000亿元。这一成绩背后，是 27%的年复合增长率、覆盖全国21个省份的金融服务网络，更是对"金融活水赋能实体经济"战略的生动实践。 城市服务：筑基民生，绘就幸福画卷 在西安，中交租赁广州公司通过设备回租模式，为当地热电企业提供专项资金，保障冬季供暖系统稳定运行，惠及115万居民。在云南弥勒，公司投资 2.36亿元建设"一水两污"项目，日处理污水能力达5500万吨，覆盖12个乡镇。 中交租赁广州公司落地的弥勒碧水源"一水两污"项目。受访者供图 绿色能源：践行双碳，书写能源革命新篇 在云南临沧，公司以售后回租模式为水电站注入5000万元资金，开辟了"存量资产盘活+新增产能支持"的融资新路径。在商用车领域，公司与狮桥租赁 合作，推动130辆新能源重卡投 ...

Power Industry - As of the end of August, the cumulative installed power generation capacity in China reached 3.69 billion kilowatts, a year-on-year increase of 18.0% [2] - Solar power generation capacity reached 1.12 billion kilowatts, growing by 48.5% year-on-year, while wind power capacity reached 580 million kilowatts, increasing by 22.1% [2] - The average utilization hours of power generation equipment from January to August were 2,105 hours, a decrease of 223 hours compared to the same period last year [2] Energy Equipment Development - The "Guiding Opinions on Promoting High-Quality Development of Energy Equipment" was released, aiming for a self-controlled, high-end, intelligent, and green development of the energy equipment industry by 2030 [4] - The guidelines support the achievement of carbon peak and carbon neutrality goals, accelerating the new industrialization process [5] Renewable Energy Certificates - In August, 271 million green power certificates were issued, involving 306,500 renewable energy projects, with 152 million being tradable, accounting for 55.99% [8] - From January to August, a total of 1.878 billion green certificates were issued, with 1.277 billion being tradable [9] Hydropower - By the end of August, China's pumped storage power stations had a total installed capacity of 62.365 million kilowatts, achieving the "14th Five-Year Plan" target of 62 million kilowatts [6] - The continuous improvement in pumped storage capacity supports power supply and green transition [7] Carbon Market - As of the end of August, the national carbon emissions trading market recorded a cumulative transaction volume of nearly 700 million tons, with a transaction value of approximately 48 billion yuan [37] - The trading volume and value for 2024 have reached new highs since the market's launch in 2021, indicating significant progress in carbon market development [38] Energy Contracts - From January to August, China Power Construction Company signed 3,579 energy power projects with a total contract value of 516.24 billion yuan, a year-on-year increase of 14.3% [35] - Wind power contracts accounted for 811 projects worth 166.26 billion yuan, a significant increase of 61.27% year-on-year [35] Electric Vehicles - In August, the total import and export value of automotive goods was 25.81 billion USD, with exports increasing by 5.6% month-on-month and 13.2% year-on-year [43] - From January to August, 4.292 million vehicles were exported, a year-on-year increase of 13.7%, with new energy vehicle exports reaching 1.532 million, up 87.3% [43]

9月29日,在"产业链上的山东好品牌"系列记者见面会上,泰山玻璃纤维有限公司党委副书记吴龙介绍,"在 人工智能产业蓬勃发展的浪潮下,作为其物理载体的服务器、数据中心等高端电子设备,对核心基础材料 提出了前所未有的高性能要求。" 据悉,泰山玻璃纤维有限公司——这家全球第二大的玻璃纤维制造企业,正以在低介电、低膨胀等特种玻 璃纤维领域的突破性成果,为我国AI产业发展构筑起安全可靠的"材料基座"。 瞄准高端,突破电子材料技术壁垒。面对AI服务器、5G通信等领域对高频高速信号传输和先进芯片封装 的苛刻要求,泰山玻纤前瞻性布局特种玻纤研发。 公司成功攻克第二代低介电玻璃纤维生产技术,有效降低了信号传输损耗,打破了国外厂商在该领域的技 术垄断,成为全球第三家掌握该尖端产品的企业。同时,其开发的低膨胀玻璃纤维,解决了高端芯片堆叠封 装中的散热与稳定性难题,打破了日本企业的独家技术封锁,跻身全球仅两家可量产该材料的企业之列。 创新引领,实现从跟跑到领跑跨越。泰山玻纤坚持"高端化、功能化、差异化"发展方向,除特种玻纤外,公 司的高强高模玻纤,为风电产业提供关键增强材料；高锆耐碱玻纤服务于高铁、机场等重大基础设施建 设；绿色保温 ...

成本居高不下 原料供应受限 标准仍需完善 "在潜在政策的引导和支持下，我国SAF供需两侧均有快速增长的潜力。"杨晨分析说，从需求端看，未 来绿证模式和掺混比例固定将有利于SAF的推广应用，预计2030年我国SAF需求量在130万~150万吨， 占航空燃料需求的2%~3%。 SAF的原料主要来自废弃油脂、农林废弃物，也可用绿氢+二氧化碳合成等，相较于传统燃油，能降低 69%~90%的二氧化碳排放。另外，SAF按要求掺混后能无缝衔接现有的商飞动力系统，成为当前航空 业脱碳的现实路径。 近年来，国家出台了一系列支持政策为SAF的发展提供了良好的环境。 2021年10月，《2030年前碳达峰行动方案》明确提出推进SAF等替代燃料发展；2023年12月，《产业结 构调整指导目录(2024年本)》将SAF生产技术开发与应用列入鼓励类目录；2024年10月，《关于大力实 施可再生能源替代行动的指导意见》强调发展生物航煤等绿色燃料，支持SAF在航空领域试点应用…… 同时，我国在生物质转化、煤化工、甲醇制燃料等关键技术领域，积累了丰富的经验并拥有完备的产业 配套能力，为SAF的发展提供了技术支撑；绿氢产业的迅速崛起也为SAF的 ...

盛夏时节，漫步在南浜路与岷江路交界处，经过水系整治并构建了生态湿地循环系统的公园里，可见一片荷韵悠然。荷叶层层叠叠，荷花与莲蓬点缀其间， 与周围自然景观相映成趣。沿滨水岸线而行，景观栈桥旁水生植物丰富，野趣盎然，令人心旷神怡。 近年来，江苏省昆山开发区坚持绿水青山就是金山银山的理念，推动生态环境保护与区域协同发展深度融合。从水清岸绿的生态廊道到绿色低碳的产业园 区，从联防联治的协同机制到创新驱动的转型实践，生态环境的"高颜值"正持续转化为区域经济发展的"高价值"，人民群众的"幸福不动产"越筑越牢。 昆山开发区夏驾河科创走廊 优化设施夯实基础 位于昆山开发区蓬溪北路281号的工业污水处理厂项目正在加紧建设。机器轰鸣，工程车辆穿梭往来，工人们忙碌地进行钢筋绑扎、模板搭建和混凝土浇筑 等作业，现场一派繁忙景象。 该项目占地约44亩，利用蓬朗污水处理厂空地，改造现有事故池和厌氧水解池，设计处理规模为2.8万立方米/天，其中含氟废水预处理规模0.8万立方米/ 天，并配套建设约13公里的收集管网及尾水管道。 "党建红"引领"生态绿"，在开发区从来不是政府的"独角戏"，而是政企协同的"大合唱"。在广大党员干部的带动下，区内 ...

Core Insights - The 2025 China Electric Vehicle Charging and Swapping Infrastructure Conference highlighted the rapid development of charging infrastructure in China over the past decade, establishing the largest and most comprehensive charging network globally [2][3]. Infrastructure Development - As of August 2025, China's total charging infrastructure reached 17.348 million units, a year-on-year increase of 53.5%, with public charging facilities at 4.316 million (up 37.8%) and private facilities at 13.032 million (up 59.6%) [3]. - The rapid growth of charging infrastructure aligns with the development of electric vehicles, effectively meeting user demand [3]. - A robust policy framework has been established since 2015 to support the transition from "sufficient" to "user-friendly" charging facilities [4]. Market Dynamics - The number of charging operators in China has surged from a few dozen to over 30,000, with participation from traditional energy companies, internet firms, power equipment manufacturers, and vehicle manufacturers [7]. - The conference emphasized the need for cross-regional cooperation in charging infrastructure, particularly between Hong Kong and mainland China [7]. Quality and Standards - A comprehensive standards system is being developed to support the market needs of charging infrastructure, covering all aspects from equipment manufacturing to operational management [6]. - The conference launched a provincial star rating evaluation system to enhance service quality and establish industry benchmarks [8]. Future Directions - The charging industry is expected to undergo significant changes driven by AI and digital financial innovations, with a focus on technology upgrades and ecological collaboration [10]. - The release of the "China Electric Vehicle Charging Infrastructure Going Global White Paper (2024)" indicates a growing international demand for charging infrastructure, alongside challenges such as trade protection and localization [10]. Challenges and Solutions - Issues such as congestion at charging stations during holidays and uneven distribution of charging facilities along highways were highlighted, necessitating a more coordinated approach to infrastructure development [11]. - The China Charging Alliance aims to enhance service quality, innovate vehicle-network interaction models, and strengthen international cooperation [12].

Market Performance - A-shares exhibited a "weak Shanghai, strong Shenzhen" divergence since September, with the Shanghai Composite Index only slightly up by 0.12% due to financial and consumer sector drag, while the Shenzhen Component Index rose by 6.17% and the ChiNext Index surged by 12.04% [1] - The Hong Kong market rebounded significantly, with the Hang Seng Index increasing by 6.16% and the Hang Seng Tech Index leading with an 11.45% rise, driven by internet technology and precious metals sectors amid AI breakthroughs and expectations of a weaker US dollar [1] Sector Performance - Among 31 Shenwan first-level industries, power equipment led with a 19.13% increase, followed by electronics and non-ferrous metals, both exceeding 9% [1] - The defense and military industry saw a decline of 9.56%, while banks fell by 6.20%, indicating significant sectoral divergence [1] Broker Predictions and Market Trends - Major brokerages maintained a cautious stance at the beginning of September, emphasizing structural opportunities and a "volatile upward" market outlook [3] - The Hong Kong market benefited from "internal and external liquidity resonance" and valuation recovery, with a net inflow of over 140 billion HKD from southbound funds in September [4] Economic Indicators - Economic data from August showed continued slowdown, with fixed asset investment growth at 0.5% year-on-year, and real estate development investment down by 12.9% [5] - Industrial production demonstrated resilience, with a 5.2% year-on-year increase in industrial added value, particularly in equipment manufacturing and high-tech sectors [5] Future Outlook - The A-share market is expected to see a shift from pure valuation recovery to a dual drive of profit improvement and valuation enhancement in the fourth quarter [6] - The upcoming "14th Five-Year Plan" and the Central Economic Work Conference are anticipated to provide clearer policy guidance, potentially boosting market confidence and leading to a new upward trend in A-shares [6][7] Sector Opportunities - The technology sector remains a core focus, with AI and semiconductor industries expected to benefit from strong hardware demand and policy support [7] - In the consumer sector, structural opportunities are emerging, particularly in service-oriented and experience-driven consumption, with healthcare and education sectors poised for growth [8] - The cyclical sector, represented by upstream resource products, is expected to see improved profitability due to PPI recovery and fiscal support, presenting a significant allocation window [8]

▲图片由AI生成 "双碳"目标提出已五年，我国绿色低碳转型迈入攻坚阶段。近日，厦门大学"碳中和发展力"研究团队联合江苏大学碳中和发展研究院发 布" 2 025中国碳中和发展力指数"，系统梳理五年来各地"双碳"实践成效，为"十五五"时期科学规划转型路径提供重要参考。指数显 示，全国碳中和发展力整体"稳中有进"，但区域差异仍存，技术创新与市场化机制建设将成为下阶段突破重点。 在业内看来，2 0 25中国碳中和发展力指数不仅是对五年"双碳"实践的阶段性总结，更将为未来转型提供"导航仪"与"施工图"。 不均衡问题依然突出 然而，需要注意的是，区域发展不均衡问题依然突出。报告显示，内蒙古、新疆、吉林、西藏等省区，以及大庆、吴忠、吐鲁番、临汾 等城市得分相对较低，普遍面临能源效率低、产业结构转型压力大等挑战。例如，宁夏在成长力、转型力上存在短板，内蒙古的持续力 不足，反映出部分资源型地区对传统发展路径的依赖尚未根本扭转。 区域差异背后是产业结构、技术创新与资源配置的深层矛盾。孙传旺指出，追赶型地区普遍存在三大瓶颈：一是产业结构高度依赖化石 能源，新兴产业培育缓慢，经济韧性不足；二是绿色产业链协同不足，新能源资源开发与装备 ...

Group 1 - The core mission of Shugen Technology is to drive industrial progress through data, aiming to support China's participation in the new global industrial revolution [1][2] - Shugen Technology has been recognized in the Gartner Magic Quadrant for six consecutive years, highlighting its position as a leading technology player in the Asia-Pacific region [1] - The company focuses on transforming manufacturing through data-driven solutions, contributing to the high-quality development of China's manufacturing sector [1][2] Group 2 - Shugen Technology was founded in 2016 with the goal of providing remote monitoring and control solutions for large engineering machinery, expanding its services from after-market support to smart manufacturing [2][3] - The company has developed a cloud platform that connects over 2.5 million high-value industrial devices, supporting more than 1,100 industrial protocols [3][4] - Shugen Technology's services have expanded beyond heavy industry to various sectors, including intelligent scheduling systems in logistics and AI management in agriculture [5][6] Group 3 - The company is committed to innovation in the industrial intelligence field, aiming to enhance operational efficiency and reduce costs for traditional manufacturing [6][7] - Shugen Technology's platform integrates vast data assets to create an "enterprise brain," significantly improving organizational management and operational efficiency [6][7] - The company is focused on building a flexible and intelligent ecosystem to address challenges in the manufacturing sector, promoting smart manufacturing practices [6][7] Group 4 - Mingyang Smart Energy has established itself as a leader in offshore wind power, achieving significant milestones in the development of large-scale wind turbines [17][18] - The company has transitioned from relying on imported wind turbines to becoming a major player in the global offshore wind market, ranking second in new installations [19][20] - Mingyang's innovations include the world's first floating wind turbine with a capacity of 5.5MW and the largest floating wind platform at 16.6MW, showcasing its commitment to advancing offshore wind technology [20][21] Group 5 - The company is actively pursuing deep-sea wind power development, addressing challenges related to water depth and distance from shore [20][21] - Mingyang is transforming from a traditional wind turbine manufacturer to a smart energy service provider, integrating renewable energy generation, storage, and consumption [21] - The company is involved in various projects aimed at building a comprehensive energy ecosystem, including hydrogen production and green energy initiatives [21]

日前举行的2025世界制造业大会正式发布《制造业数字化转型能力水平（2025）》（以下称《报 告》）。《报告》显示，截至今年6月底，超六成企业基本实现全业务流程数字化。其中，研发设计、 生产制造等关键业务环节数字化普及率均超过60%，我国制造业数字化转型正由中等水平向中高级阶段 迈进。 "如今，人工智能发展浪潮下，我们还积极将AI与数字化转型结合起来。"安徽电信云中台高级解决方案 经理王君睿表示。据了解，中国电信作为建设网络强国、科技强国、数字中国和维护网信安全的国家队 主力军，准确把握人工智能发展方向，推动人工智能科技创新与产业创新深度融合，推动制造业向高端 化、智能化、绿色化转型升级。 李佳腾表示，随着新一轮科技革命和产业变革深入推进，人工智能大发展正将制造业数字化推入"模型 驱动"新阶段，智能制造发展已成为产业热议的重要话题。 中国工程院院士、国家制造强国建设战略咨询委员会主任周济表示，智能制造发展总体可以分成两个阶 段实现。第一个阶段是数字化转型，争取到2030年，数字化制造在全国工业企业基本普及。第二个阶段 是智能化升级，到2035年，新一代智能制造在全国工业企业基本普及。 "当前，人工智能已经在加 ...