1月28日，化工板块攻势不减。反映化工板块整体走势的化工ETF（516020）开盘短暂震荡后迅速拉 升，而后持续高位震荡，盘中场内价格最高涨幅达到3.2%，截至收盘，涨2.48%，收盘价续创2022年7 月以来新高。值得注意的是，化工ETF（516020）午后频现溢价交易，收盘溢价率更是高达0.42%，反 映买盘资金较为强势。 成份股方面，纯碱、氨纶、氮肥等板块部分个股涨幅居前。截至收盘，和邦生物、浙江龙盛双双涨停， 卫星化学、华峰化学飙涨超8%，鲁西化工、桐昆股份、宝丰能源等亦涨幅居前。 消息面上，近日，工业和信息化部、国家发改委等五部门联合印发《关于开展零碳工厂建设工作的指导 意见》。自2026年起，遴选一批零碳工厂，做好标杆引领；到2027年，在汽车、锂电池、光伏、电子电 器、轻工、机械、算力设施等行业领域，培育建设一批零碳工厂；到2030年，逐步扩展至钢铁、有色金 属、石化化工、建材、纺织等行业领域，探索传统高载能产业脱碳新路径。 方正证券指出，对化企而言，一方面未来部分高能耗或高碳排放子行业的供给侧增量存量均有政策约 束，另一方面，随着碳排放权交易市场的扩围，碳配额制度有望重塑部分行业成本曲线，加速 ...

会议助理 1: 和电，A I D C 基于以下的诸多看点。 汪磊 国投证券公用环保分析师: 各位投资者早上好，我是国投证券公用环保的汪磊。那借着这个今天早 8 点的机会，给大 家简单的说一下西子节能，那我们也是在这个时间，是重点推荐西子节能。给大家简单把 最新的一些变化和观点更新一下。因为这个公司，其实大家比较熟悉，所以公司的来龙去 脉和历史严格就不讲了。主要是几个新的方向，可以跟大家更新一下。一个是大家知道， 是时间，现在除了主页在这个那个经常在余热锅炉上，在压力容器上有很大的优势之外， 它在其他一些新兴的产业方向上有一些布局，那这些布局还是有一些进展。 比如说在数据中心这块，大家可以看到数据中心的储能，它是有一些比较大的进展。它在 1 月 16 号，公司是与北京的轻微智能科技有限公司。正式签署了战略合作协议，那双方是 围绕着人工智能的水中心 AIDC，推动算力和能源建设的全方位合作。这个清为智能科技 是目前国内 AI 领域唯一采用新一代芯片架构，实现高阶国产替代的一个企业。算力卡类， 订单累计超 3 万张。芯片总出货量突破了 3000 万颗。那他们俩的合作模式，主要是西子 量身定制，以熔岩储能为核心的一个 ...

Industry Information - The National Bureau of Statistics projects that by 2025, the production of new energy vehicles (NEVs) will increase by 25.1%, driving a 41.7% growth in lithium-ion power batteries [8][9] - The China Association of Automobile Manufacturers aims to develop high-level group standards for vehicles and key components within 1-2 years [9][11] - Shanghai's 14th Five-Year Plan emphasizes the development of smart connected NEVs through soft and hard collaboration and digital intelligence [11] - By the end of 2025, the total number of electric vehicle charging infrastructure in China is expected to exceed 20 million, marking the largest electric vehicle charging network globally [12][13] - The Ministry of Finance has introduced a loan interest subsidy policy focusing on 14 key industries, including new energy and automotive sectors [14] - By 2025, Guangxi Nanning plans to establish 30,199 public charging piles for NEVs [12] - The Ministry of Commerce anticipates that by the end of 2025, 60% of passenger cars sold will be NEVs [12] Corporate Information - Xpeng Motors reported that 57.2% of X9 Super Range owners are born in the 1990s, with a total of 5,424 units delivered by December 2025, marking a 289.1% year-on-year increase [40] - The Wuling Bingo Pro offers two battery options with a maximum range of 403 kilometers [40] - Ideal Auto's subsidiary has increased its registered capital to 300 million RMB, a 67% increase [11] - NIO has doubled its battery investment, with over 7,309 new batteries added, achieving over 90% progress in battery doubling [40] - The first sample of Hongqi's all-solid-state battery has successfully rolled off the production line [40]

Core Viewpoint - Lenovo's zero-carbon factory in Tianjin exemplifies the integration of sustainable practices in manufacturing, setting a benchmark for the industry in green intelligent manufacturing [1][6]. Group 1: Policy and Industry Context - The Ministry of Industry and Information Technology and four other departments issued guidelines to promote the construction of zero-carbon factories in sectors like automotive, lithium batteries, photovoltaics, and electronics by 2027 [1][4]. - The guidelines aim to strengthen green manufacturing by enhancing carbon emission accounting, accelerating energy structure transformation, improving energy efficiency, analyzing product carbon footprints, increasing digitalization, and promoting carbon offsetting [2][4]. Group 2: Lenovo's Zero-Carbon Factory Initiatives - Lenovo's Tianjin factory, completed in 2023, is the first "ecological zero-carbon factory" in the ICT industry, featuring a "six-in-one" zero-carbon framework with 90 carbon reduction scenarios across nine areas [1][2]. - The factory's design includes centralized energy systems, rainwater recycling, and geothermal energy utilization, achieving a 50% reduction in energy consumption compared to conventional methods and saving over 25,000 tons of fresh water annually [2][3]. Group 3: Technological Innovations and Achievements - Lenovo implemented an ESG management control console and a zero-carbon 3D visualization platform to monitor energy consumption, achieving over 400 tons of precise carbon reduction annually [3]. - The factory has installed 30,000 square meters of distributed photovoltaic panels, generating over 5 million kWh of electricity per year, equivalent to the annual consumption of 2,000 households, contributing to a reduction of 3,000 tons of carbon emissions [3]. Group 4: Industry Collaboration and Knowledge Sharing - Lenovo's approach includes deep collaboration with suppliers, with 42% of procurement suppliers adopting scientific carbon targets and over 95% undergoing ESG audits, alongside extensive training programs for suppliers [5]. - The company is also offering its zero-carbon management platform and carbon footprint accounting models as digital services to assist other manufacturers, particularly small and medium-sized enterprises, in their green transition [5][6].

"十五五"规划建议提出，"建设零碳工厂和园区"。工业和信息化部等五部门日前联合印发《关于开 展零碳工厂建设工作的指导意见》，引导工业企业试点建设零碳工厂，带动行业减碳增效和绿色低碳转 型。 "零碳工厂不是绝对的'零'二氧化碳排放。"清华大学碳中和研究院院长贺克斌介绍，零碳工厂强调 通过技术创新、结构调整和管理优化等系统减排措施，充分挖掘减排潜力，是在当前技术经济条件允许 下，实现应减尽减并持续改进提升，保持工厂二氧化碳排放最低。 当前，零碳工厂建设的内涵与价值已超越了节能减碳范畴，正逐步发展成为驱动制造业绿色转型、 提质增效的全新发展模式。 中国国际工程咨询有限公司副总经理潘小海认为，零碳工厂能够推动技术、能源、资源、资本等要 素在工厂的集约优化配置，同时建设零碳工厂，有助于打造低碳增长新引擎，加速我国产业创新链价值 链升级，增强绿色发展新动能。 不过作为一个新生事物，各方面对于零碳工厂的认识还有较大差异。在业内人士看来，特别是在零 碳工厂建设过程中，面临着评价要求不统一、关键技术有待验证、碳排放统计核算基础薄弱等问题，亟 需加强方向指引和技术指导。 指导意见包括总体要求、主要目标、建设路径、工作要求四部分， ...

肖本祥摄（人民视觉） "十五五"规划建议提出，"建设零碳工厂和园区"。工业和信息化部等5部门日前联合印发《关于开展零 碳工厂建设工作的指导意见》，引导工业企业试点建设零碳工厂，带动行业减碳增效和绿色低碳转型。 "零碳工厂不是绝对的'零'二氧化碳排放。"清华大学碳中和研究院院长贺克斌介绍，零碳工厂强调通过 技术创新、结构调整和管理优化等系统减排措施，充分挖掘减排潜力，是在当前技术经济条件允许下， 实现应减尽减并持续改进提升，保持工厂二氧化碳排放最低。 当前，零碳工厂建设的内涵与价值已超越了节能减碳范畴，正逐步发展成为驱动制造业绿色转型、提质 增效的全新发展模式。 中国国际工程咨询有限公司副总经理潘小海认为，零碳工厂能够推动技术、能源、资源、资本等要素在 工厂的集约优化配置，同时建设零碳工厂，有助于打造低碳增长新引擎，加速我国产业创新链价值链升 级，增强绿色发展新动能。 不过作为一个新生事物，各方面对于零碳工厂的认识还有较大差异。在业内人士看来，特别是在零碳工 厂建设过程中，面临着评价要求不统一、关键技术有待验证、碳排放统计核算基础薄弱等问题，亟需加 强方向指引和技术指导。 位于安徽省芜湖市繁昌区荻港镇的一家零碳 ...

指导意见包括总体要求、主要目标、建设路径、工作要求四部分，描绘出零碳工厂建设路线图。 "十五五"规划建议提出，"建设零碳工厂和园区"。工业和信息化部等五部门日前联合印发《关于开展零 碳工厂建设工作的指导意见》，引导工业企业试点建设零碳工厂，带动行业减碳增效和绿色低碳转型。 "零碳工厂不是绝对的'零'二氧化碳排放。"清华大学碳中和研究院院长贺克斌介绍，零碳工厂强调通过 技术创新、结构调整和管理优化等系统减排措施，充分挖掘减排潜力，是在当前技术经济条件允许下， 实现应减尽减并持续改进提升，保持工厂二氧化碳排放最低。 当前，零碳工厂建设的内涵与价值已超越了节能减碳范畴，正逐步发展成为驱动制造业绿色转型、提质 增效的全新发展模式。 中国国际工程咨询有限公司副总经理潘小海认为，零碳工厂能够推动技术、能源、资源、资本等要素在 工厂的集约优化配置，同时建设零碳工厂，有助于打造低碳增长新引擎，加速我国产业创新链价值链升 级，增强绿色发展新动能。 不过作为一个新生事物，各方面对于零碳工厂的认识还有较大差异。在业内人士看来，特别是在零碳工 厂建设过程中，面临着评价要求不统一、关键技术有待验证、碳排放统计核算基础薄弱等问题，亟需加 ...

《中国能源报》记者访北京绿色交易所有限公司董事长王乃祥。 近日，工信部等五部门联合印发《关于开展零碳工厂建设工作的指导意见》（以下简称《意见》），聚焦零碳工厂建设提出一系列政策 举措。 王乃祥： "科学算碳"是建设零碳工厂的基础和前提，其核心在于建立一套系统、规范、透明且可核查的温室气体排放核算体系。 具体而言，应重点把握以下三个层面： 《意见》明确要求，零碳工厂的建设目标是让厂区内的碳排放"持续降低、逐步趋向于近零"，同时提出科学算碳、源头减碳、过程脱 碳、协同降碳、智能控碳、碳抵销和信息披露等六大建设路径。 第一，遵循规范标准，明确核算边界与方法。核算工作必须依据权威、统一的标准体系展开。《意见》对核算采用的标准进行了具体的 规定。需要注意的是，不同标准体系的侧重点有所差异：国内现行标准体系主要聚焦于企业直接排放（范围1）与能源相关间接排放 （范围2），旨在夯实基础排放数据的准确性与可比性；而国际先进标准则更加强调对价值链上下游间接排放（范围3）的核算与披露， 以 推 动 企 业 承 担 更 广 泛 的 碳 管 理 责 任 。 企 业 在 实 践 中 ， 可 以 以 国 内 强 制 规 范 为 基 础 ， ...

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The report highlights the issuance of guidance on zero-carbon factory construction by five departments, emphasizing a systematic approach to decarbonization in various industries, with a focus on innovation and technology [5][8] - The establishment of a new natural protection system in China, primarily based on national parks, effectively protects 90% of terrestrial ecosystem types and 74% of key protected wildlife species [18][20] - The report discusses the release of a new national standard for biodegradable plastic shopping bags, which raises the degradation rate requirement from 60% to 90%, aiming to enhance environmental performance [10][11] Policy Developments - The Ministry of Industry and Information Technology and other departments issued guidance on zero-carbon factory construction, outlining principles such as tailored strategies, systematic advancement, and continuous improvement [5][6] - A new national standard for biodegradable plastic shopping bags has been released, set to take effect in 2027, which includes improved product labeling and quality control requirements [10][11] Industry Trends - The first batch of beautiful rural pilot areas has been announced, showcasing effective environmental governance and sustainable agricultural practices [12][13] - The establishment of a new natural protection system in China is underway, integrating ecological protection with local community development [18][20] - The successful hosting of the Rural Revitalization and Sustainable Development Partners Conference highlights the importance of multi-stakeholder collaboration in achieving sustainable development goals [14][17] International Events - The World Economic Forum's Global Risks Report warns of increasing geopolitical and economic risks, emphasizing the need for global cooperation [21][22] - The EU has achieved a milestone where renewable energy sources, particularly wind and solar, now account for one-third of its total electricity generation, surpassing fossil fuels [21][22][23] - A UN University report indicates that the world has entered a state of global water resource bankruptcy, highlighting severe water scarcity issues affecting billions [23][24][25] Corporate Developments - Greenmei Group has achieved a significant milestone by issuing nearly 90,000 tons of carbon reduction credits from its vehicle recycling project, marking a breakthrough in carbon asset development [26][27] - Lin Qingxuan has become the first carbon-neutral cosmetics company in China, achieving full operational carbon neutrality through various low-carbon technologies [28][29]

新华社北京1月26日电 题：发展绿色生产力 零碳工厂怎么建？ 新华社记者周圆 "指导意见优先选择脱碳需求迫切、能源消费以电力为主、脱碳难度相对较小的行业先行探索，待 条件成熟后再向碳排放量强度高、脱碳难度大的行业逐步推进。"潘小海说，因业施策、分阶段梯度培 育，充分考虑了行业发展特点、碳排放特征、脱碳技术难度及成本效益等方面的因素，有利于积极稳妥 推进工业领域实现"双碳"目标。 零碳工厂建设是一项系统工程。指导意见聚焦科学算碳、源头减碳、过程脱碳、协同降碳、智能控 碳、碳抵销和信息披露等方面，系统布局了零碳工厂的建设路径，构建起全过程全链条降碳体系。 首先要解决"怎么算得清、说得准"的问题。中国电子技术标准化研究院副院长陈大纪介绍，指导意 见明确健全碳排放核算管理体系，实现科学算碳，把核算边界、计量核算、信息报告等关键环节规范起 来，形成真实、可比、可核查的数据基础，为减排路径选择、过程管控和成效评估提供依据。 零碳工厂"怎么减"是建设成败的关键。陈大纪说，指导意见聚焦关键环节，在源头减碳、过程脱碳 作出一系列安排，如鼓励有条件的工厂建设工业绿色微电网、协同推进能效提升与工艺流程脱碳、提高 通用设备能效水平等 ...