如月之恒，如日之升。走过激荡人心的2025年，迎来充满希望的2026年。站在"十五五"规划开局起步的 关键节点，回望美丽中国建设的铿锵足迹，一幅天更蓝、山更绿、水更清的生态画卷正徐徐铺展。这是 习近平总书记指引的前进方向，是亿万人民共同努力的奋斗成果，更是中国式现代化绿色底色的生动彰 显。 惟其艰巨，所以伟大；惟其艰巨，更显荣光。"十四五"以来，在以习近平同志为核心的党中央坚强领导 下，各地区各部门牢固树立和践行绿水青山就是金山银山的理念，持续深入打好污染防治攻坚战，推动 经济社会发展全面绿色转型，高质量发展的绿色底色更加鲜明。我国生态环境质量明显改善，绿色低碳 发展深入推进，生态系统质量稳步提升，生态文明体制改革成效显著，美丽中国建设迈出重大步伐， 为"十五五"时期实现新的突破奠定了坚实基础。 这些重大成就的取得，最根本在于以习近平同志为核心的党中央领航掌舵，在于习近平新时代中国特色 社会主义思想特别是习近平生态文明思想的科学指引。同时，也离不开各地区各部门的创新实践和勠力 攻坚，离不开全国生态环境系统上下团结一心和奋力拼搏。 闯关夺隘拓新局，正是扬帆搏浪时。2026年是"十五五"规划开局之年，也是中国式现 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 对食品饮料行业而言，这五年更是ESG理念深度扎根、"双碳"目标从宏观口号转化为实践行动的关键时 期。作为ESG报告的支柱与灵魂，"双碳"相关披露已不再是边缘章节，而是贯穿环境（E）、社会 （S）、治理（G）的核心主线，通过标准化框架成为监管与投资者评价企业绿色转型决心的关键依 据。 按照同花顺数据库统计分类，目前A股市场共有130家食品饮料行业上市公司，主要涵盖白酒、啤酒、 肉制品、调味品、乳制品等多个细分领域。 如今，"双碳"目标提出已逾五载，在不断完善的顶层设计引领下，从能源绿色低碳转型、自然生态环境 治理到产业结构优化、绿色生活方式推广，绿色发展的底色愈发鲜明。 近年来，食品饮料行业上市公司可持续信息披露比例持续上升，整体水平高于全行业平均水平。据长江 商报资本战略研究院统计，2024年，A股食品饮料上市公司共有73家独立发布ESG报告（或社会责任报 告），披露率为56.15%，创下近六年新高。 此前的2019年至2023年，A股食品饮料行业上市公司的ESG报告披露率分别为29.29%、34.55%、 40.98%、48.44%、50.77%，呈现逐年上 ...

Core Insights - The integration of Environmental, Social, and Governance (ESG) factors into corporate strategy and practice has significantly deepened and broadened among Chinese listed companies in the five years since the "dual carbon" goals were proposed [1][4] - The ESG concept has evolved rapidly in China's capital market from awareness to institutional development, with regulatory bodies enhancing disclosure guidelines and investors incorporating ESG performance into decision-making [1][2] Group 1: ESG Disclosure Progress - From 2019 to 2024, the number of A-share listed companies disclosing ESG practices increased from 1,011 to 2,529, representing a 150% overall growth [2] - The disclosure rates for these years were 26.82%, 27.16%, 31.14%, 35.99%, 41.45%, and 46.53%, showing a steady upward trend [2] - In 2024, the banking sector had the highest disclosure rate at 100%, followed by non-bank financials (87.06%), steel (81.82%), coal (74.81%), utilities (73.28%), real estate (63.74%), and media (63.57%) [2] Group 2: ESG Ratings and Challenges - In 2024, among companies that disclosed ESG information, the distribution of ESG ratings was as follows: 94 companies rated AAA, 696 rated AA, 1,096 rated A, and 1,031 rated BBB, indicating a "middle-heavy" distribution [3] - Despite the increase in disclosure volume, there are structural challenges in ESG development, such as inconsistent report quality, lack of key quantitative data, and a tendency to focus on form over substance [3] - The governance mechanisms often lack integration, with ESG efforts typically confined to specific departments rather than being incorporated into board-level strategic oversight and long-term planning [3] Group 3: Future Outlook - The ESG landscape in China is transitioning from a "scale expansion phase" to a "quality improvement phase," necessitating deeper integration of disclosure and practice [4] - As regulatory frameworks continue to improve and market understanding deepens, ESG is expected to evolve from mere compliance to a core driver of long-term value creation and sustainable development [4] - For Chinese companies to achieve high-quality development amidst the green transition, it is essential to align strategic actions with ESG practices effectively [4]

Core Viewpoint - Fida Environmental has achieved a net profit of 241 million yuan in 2024, marking four consecutive years of growth, reflecting the effectiveness of its reforms and its balance between corporate responsibility and market vitality in the environmental sector [2] Group 1: Business Strategy and Market Positioning - The company emphasizes that market-oriented reform is about enhancing responsibility for environmental protection while improving operational performance [3] - Fida Environmental has optimized its business by eliminating low-margin traditional equipment orders and focusing on high-margin core products like wastewater treatment equipment and efficient dust collectors [3] - The company is shifting from a traditional "selling equipment for profit" model to a long-term value service model, expanding into BOT and TOT operational projects [3] Group 2: Financial Performance and Cash Flow Management - Cash flow is critical for the company, which has implemented a comprehensive cash flow management system to ensure financial stability [4] - In 2024, the company's net cash flow from operating activities reached 1.041 billion yuan, a 27.81% increase from 2023, marking four consecutive years of growth [4] - The efficiency of accounts receivable turnover improved significantly, with the turnover days reduced to 81.24 days, a decrease of over 41 days from 2023 [4] Group 3: Innovation and Technology Development - Fida Environmental is transitioning from an equipment supplier to a comprehensive low-carbon partner, with significant projects like the 3.287 billion yuan East Victory Thermal Power project [5][6] - The company has developed innovative technologies, including a patented CO2 consumption online accounting system and smart environmental protection technologies that enhance operational efficiency [7] - R&D investment reached 176 million yuan in 2024, a 9.34% increase, with a focus on market-driven innovation [8] Group 4: Industry Trends and Strategic Goals - The company aims to be a long-term player in the environmental industry, focusing on social and industry impacts alongside economic performance [9] - Fida Environmental plans to increase its operational business share and expand into county-level wastewater treatment markets, achieving a gross margin of 35.92% in 2024 [9] - The company is also working on establishing industry standards and providing support to small and medium-sized enterprises in the environmental sector [10]

Group 1 - Energy is identified as the main battlefield for green transformation and "dual carbon" efforts, emphasizing the need to expand green electricity applications and ensure that new electricity consumption is primarily met by renewable energy generation [1][3] - The central economic work conference has prioritized "adhering to 'dual carbon' leadership and promoting comprehensive green transformation" as a key task for the upcoming year [1][3] - It is essential to balance domestic and international considerations while addressing climate change, focusing on China's specific national conditions and development stage, and integrating a systematic approach throughout the "dual carbon" process [1][3] Group 2 - Key industries, particularly coal and oil, are highlighted as major energy consumers and carbon emitters, necessitating deep energy-saving and carbon reduction transformations in these sectors [1][3] - The development of a national energy strategy is set to guide society in increasing the proportion of renewable energy supply and accelerating the construction of clean energy bases [2][4] - Continuous efforts are required in pollution prevention and ecological system optimization, including comprehensive solid waste management and the protection of critical ecosystems [2][4]

Group 1 - The fourth Low-Carbon City Development Exchange and "Carbon" Road City Walk event was held in Hangzhou, emphasizing the city's commitment to carbon peak and neutrality goals by 2025 [1] - Hangzhou aims to be a model city for carbon peak initiatives, focusing on sustainable governance and the integration of green development principles [1] - The event highlighted the importance of collaboration among government, market, and society to create a new framework for low-carbon city construction [1] Group 2 - Two significant reports were released: the "Carbon Road 2025 Achievement Report" and the "2025 Green Development Report," providing insights into low-carbon development practices and future trends [2] - Experts emphasized the need for a coordinated approach to urban modernization, focusing on digital intelligence, low-carbon initiatives, and safety resilience [2] - The integration of hard technologies and practical applications is crucial for low-carbon cities, with a focus on high-return and promising core technologies [2]

Group 1 - The core collaboration between Fangda Carbon and Beijing University of Science and Technology focuses on the research and development of electric arc furnace direct reduction iron technology, aiming to address key technological bottlenecks in the low-carbon transition of the steel industry [1] - The project aims to provide low-carbon, clean, and high-quality iron source solutions for electric furnace steelmaking by evaluating energy consumption, energy utilization efficiency, metal recovery rate, carbon emissions, and iron water quality [1][3] - Fangda Carbon has established a complete industrial chain with an annual production capacity of 260,000 tons of carbon products, exporting to over 60 countries and regions globally [2] Group 2 - The electric arc furnace direct reduction iron (DRI) technology is expected to reduce carbon dioxide emissions by approximately 75% compared to traditional steelmaking processes [3] - The company plans to leverage this project to enhance collaborative innovation between industry and academia, contributing to the deep decarbonization of the steel industry [3] - Fangda Carbon has developed high-performance graphite electrodes and carbon bricks that improve melting efficiency and operational continuity, supporting the economic scalability of DRI production [2]

转自：新华社 刘志成说，会议部署明年制定能源强国建设规划纲要，可以有效引导全社会持续提高新能源供给比重， 加快清洁能源基地建设，扩大绿电应用，推动新增用电主要由新能源发电满足。 新华财经北京12月30日电（记者高敬）国家发展和改革委员会宏观经济研究院研究员刘志成在新华社30 日推出的"中国经济圆桌会"大型全媒体访谈节目中表示，能源是绿色转型和"双碳"工作的主战场，要扩 大绿电应用，推动新增用电主要由新能源发电满足。 他还表示，要持续推进污染防治攻坚和生态系统优化。实施固体废物综合治理行动，构建源头减量、过 程管控、末端利用和全链条无害化管理的固体废物综合治理体系。深入打好蓝天、碧水、净土保卫战， 强化新污染物治理。统筹推进重要生态系统保护和修复重大工程，扎实推进"三北"工程攻坚战，加强重 点湖泊治理，实施自然保护地整合优化，加快构建以国家公园为主体的自然保护地体系。 今年的中央经济工作会议把"坚持'双碳'引领，推动全面绿色转型"作为明年经济工作重点任务之一加以 部署。 编辑：刘润榕 刘志成说，落实好中央经济工作会议的相关部署，要统筹国内国际两个大局，深刻把握应对气候变化面 临的新形势，立足我国基本国情和发展阶 ...

Group 1 - The core viewpoint emphasizes that energy is the main battlefield for green transformation and "dual carbon" efforts, advocating for the expansion of green electricity applications and ensuring that new electricity demand is primarily met by renewable energy sources [1][2] - The central economic work conference has identified "adhering to 'dual carbon' leadership and promoting comprehensive green transformation" as a key task for economic work in the coming year [1] - Key subjects and focus industries include coal and oil, which are the main energy consumers and carbon emitters, with a call for deep energy-saving and carbon-reduction transformations in these sectors [1] Group 2 - The meeting has outlined plans for the development of a national energy strategy, which aims to guide society in increasing the proportion of renewable energy supply and accelerating the construction of clean energy bases [2] - Continuous efforts will be made to combat pollution and optimize ecosystems, including comprehensive solid waste management and the implementation of a system for the harmless management of solid waste [2] - The initiative includes significant projects for the protection and restoration of important ecosystems, with a focus on major lakes and the integration of natural protected areas into a national park system [2]

【纠错】 【责任编辑:赵阳】 新华社音视频部制作 国家发展和改革委员会宏观经济研究院研究员刘志成在"中国经济圆桌会"节目中表示，坚持"双碳"引 领，推动全面绿色转型。 ...