Group 1 - The Hong Kong government aims to enhance charging infrastructure for electric vehicles (EVs) through various measures, including a HKD 3.5 billion funding program to assist existing residential buildings in installing EV charging facilities, with an expectation of over 200,000 parking spaces equipped by mid-2027 [1] - The government has set a target to reduce carbon emissions by 50% from 2005 levels by 2035, as part of the "Hong Kong Climate Action Blueprint 2050," which includes strategies for "net-zero power generation," "energy-efficient buildings," "green transportation," and "waste reduction" [1] - The government plans to review the climate action blueprint every five years in line with the Paris Agreement, with the next review results expected in 2026 [1] Group 2 - The government aims to improve the overall energy performance of government buildings and infrastructure by over 6% compared to the 2019-19 baseline by the 2024-25 fiscal year, having already achieved a 5.3% improvement by the 2022-23 fiscal year [2] - A three-year energy and carbon audit has been conducted for approximately 250 government buildings to identify energy management and carbon management opportunities [2] - The "2025 Building Energy Efficiency (Amendment) Bill" has been passed and will come into effect in September 2026, requiring most government buildings to undergo regular energy audits [2] Group 3 - The Hong Kong government has implemented a new arrangement allowing companies to use an implied consent mechanism to publish communications to shareholders online, promoting paperless communication [3] - The "Green Hong Kong Carbon Audit" initiative has over 140 participating organizations, including property management companies, universities, and non-profit organizations, to support greenhouse gas emission reduction [3] - The number of electric vehicles in Hong Kong has increased significantly from approximately 14,000 five years ago to about 110,000 by the end of last year, with around 70% of newly registered private cars being electric [3] Group 4 - The government has outlined measures to expand the public charging network for electric vehicles, including converting gas stations into fast charging stations and opening bus depot charging stations [4] - A HKD 300 million incentive program is set to provide 3,000 fast charging stations by the end of 2028, supporting an additional 160,000 electric vehicles [4] - The incentive program is expected to be launched in the next one to two months [4]

Core Viewpoint - Yunnan Phosphate Group emphasizes the importance of ecological protection and green development in its operations, aligning with national policies to ensure sustainable mining practices and environmental harmony [1][2][8] Group 1: Ecological Importance - Yunnan's ecological position is crucial for Southwest China's ecological security, as highlighted by President Xi Jinping [1] - The company integrates "green mine" construction into its high-quality development strategy, ensuring mining activities coexist with ecological preservation [1][2] Group 2: Green Mining Practices - Yunnan Phosphate Group has established a self-accountability approach to environmental protection, asserting that large state-owned enterprises must lead in this area [3] - The company has implemented a comprehensive plan for vegetation restoration and has initiated key projects for geological environment recovery [3][12] Group 3: Technological Innovations - The company has developed advanced mining techniques, such as the "open long-wall" mining method, which has increased mining efficiency by 70% and reduced waste rates significantly [11][12] - Yunnan Phosphate Group collaborates with over ten renowned universities and research institutions to enhance its technological capabilities in phosphate resource development [12] Group 4: Community Engagement and Development - The company has invested over 3 billion yuan in local projects, benefiting more than 5,000 villagers and supporting infrastructure and educational initiatives [17] - Yunnan Phosphate Group has established a harmonious relationship with local communities, exemplified by the "Yunnan Phosphate Group-Hanying Model" for mutual development [16][17] Group 5: Future Directions - The company aims to align with national strategies for ecological civilization and green transformation, focusing on sustainable practices and carbon neutrality goals [18][19] - Yunnan Phosphate Group is committed to enhancing resource utilization efficiency while minimizing environmental impact, contributing to the broader goal of ecological protection [18][19]

法兰克福市市长约瑟夫在发言中表示，向实现碳中和目标迈进是各国面对的挑战，地方政府也责无 旁贷。交通领域将发生根本性的变化，在这一过程中，各层面国际合作将扮演越来越重要的角色。 中国驻法兰克福总领事黄昳扬说，首届中德城市峰会的召开显示出各方对加强城市合作的强烈意 愿，体现出中德城市合作的活力与效率。近期，中德地方交往的热度持续攀升。这种高频次、高质量 的"双向奔赴"，正是中德地方层面互利共赢、合作需求旺盛的写照。 本届峰会由德国国际合作机构、中国人民对外友好协会和中国驻法兰克福总领馆共同主办。 新华社法兰克福6月17日电（记者刘向 单玮怡）首届中德城市峰会17日在德国法兰克福举行，来自 中德两国20多个城市的100多名政府官员和工商界人士与会，就推动友好城市合作、探讨城市可持续发 展之路展开交流。 中国人民对外友好协会会长杨万明在峰会上致辞说，1982年以来，中德之间建立了105对友好省州 和城市关系。去年以来，中德之间地方团组交往密切，为中德关系发展贡献了力量。他希望更多中德城 市积极投身国际绿色合作，探索智慧城市与低碳发展的融合之道。 德国国际合作机构董事会主席托尔斯滕·舍费尔-君贝尔在致辞中表示，城市作为 ...

Core Viewpoint - The event during the 2025 China Langfang International Economic and Trade Fair showcased the launch of the light-sensitive semiconductor hydrogen production solution and the high-quality development of clean energy in Weichang, highlighting its unique development model of "sunlight to green hydrogen, turning stone into gold, and green electricity to green diamonds" [1][3][5] Group 1: Event Overview - The event featured a dual approach of "technology launch + scenario release," aimed at fostering government-enterprise cooperation and industry connections, attracting high-quality enterprises and innovative resources to accelerate the development of Weichang's clean energy industry [3][5] - Weichang is recognized as a "national first batch of green energy demonstration counties" and has a unique geographical advantage with a significant clean energy endowment, including abundant wind, solar, geothermal, and biomass resources [3][5][8] Group 2: Technological Innovations - Chengfeng Hydrogen Intelligent Equipment (Hebei) Co., Ltd. introduced a groundbreaking light-sensitive semiconductor hydrogen production solution, achieving an average light-to-hydrogen conversion rate exceeding 19% and aiming to reduce green hydrogen costs to below 20 yuan by 2026, four years ahead of the International Energy Agency's target [5][6] - Zhongxian New Materials Technology (Chengde) Co., Ltd. developed a novel all-electric kiln technology and high-performance continuous basalt fiber formula, transforming basalt into a new environmentally friendly fiber with applications across various industries [5][6] - Hebei Toshi Crystal Armor Technology Co., Ltd. presented a green energy and advanced material integration model, utilizing clean electricity to drive low-carbon diamond production, promoting a closed-loop system for energy structure transformation [6] Group 3: Industry Development and Future Prospects - Experts from various universities provided insights into the current status and future prospects of Weichang's clean energy industry, while the Beijing Yizhuang Industrial Research Institute released a clean energy industry chain map, detailing strategic planning and development blueprints [7][9] - The event emphasized Weichang's commitment to ecological priority and green development, showcasing its clean energy resources and achievements, while attracting interest from enterprises and investors in various projects [7][8] - Weichang aims to create a comprehensive industrial chain around energy, focusing on the entire lifecycle of energy production, transmission, storage, and utilization, thus providing a replicable model for clean energy industry development nationwide [8]

点击注册小程序 查看完整报告 特别申明： 本订阅号中所涉及的证券研究信息由光大证券研究所编写，仅面向光大证券专业投资者客户，用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户，请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限，若给您造成不便，敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 报告摘要 市场表现综述： 大类资产方面，本周（下文如无特殊说明，本周均指代2025.6.9-2025.6.13）地缘冲突影响下原油价格延续 大涨，国内权益市场指数表现分化，创业板指上涨0.22%。行业方面，本周有色金属、石油石化、农林牧 渔行业涨幅居前，食品饮料、家用电器、建筑材料行业跌幅居前。基金市场方面，本周偏股混合型基金表 现领先，股票指数基金小幅下跌。 基金产品发行情况： 本周国内市场新成立基金16只，合计发行份额为89.34亿份。其中债券型基金5只、混合型基金6只、股票型 基金4只、FOF基金1只。全市场新发行基金34只，从类型来看，股票型基金19只、混合型基金5只、FOF基 金4只、债券型基金3只、REITs2只、国际(QD ...

在性能方面,FlexPod积木式储能系统不乏"点睛之笔"。基于三大技术,双面液冷技术温差控制更加精准,系 统寿命较传统产品提升超过15%,循环寿命超10000次;安全方面,模块化电池单元结合氮气隔氧和火电分 离技术,通过极端针刺测试及智能预警机制,杜绝热蔓延风险,确保全生命周期安全无忧。而经济性上,一体 化直流侧直连减少转换损耗,AI-BMS优化充放电策略,运维效率提升60%;同时,紧凑布局节省空间投资,结 合运输成本节省13%,全生命周期收益提升10%。配合"蜂云"大数据平台,实现从实时监控到智能运维的 全流程数字化管理,调试和交付效率显著提升,为终端客户带来高性价比投资保障。 FlexPod积木式储能系统在标准20尺集装箱内实现9MWh储能容量,并支持无限拓展至12MWh、 15MWh、18MWh等多电量段,而空间利用率的显著优化,配合"即插即用"设计,则轻松适配工商业储能、 电网调峰及可再生能源配套等多场景应用。 蜂巢能源近日发布下一代FlexPod积木式储能系统,凭借短刀叠片电芯、CTR设计和系统分舱上下叠三大 核心技术的创新融合,实现了储能行业的颠覆性突破。目前,蜂巢能源储能产品已通过多项国际权威认 ...

以下文章来源于超募研究所 ，作者杉域资本 超募研究所 . 结合实操业务及公域&私域数据，为私募股权行业从业者（FOF、LP、GP等）提供专业性、垂直类研究内容输出。 本期导读： AI大模型、高算力芯片与多传感器融合技术的突破，加速了智能驾驶商业化落地。 作者丨杉域资本 本期推荐阅读5分钟 在全球碳中和进程加速与能源结构转型的背景下，中国新能源汽车产业迎来历史性发展窗口。地缘政治博弈推动能源安全与产业链自主可控上升至国家 战略高度，国内新能源汽车正大举进军国际市场并在科技与服务方面领先众多知名品牌。AI大模型、高算力芯片与多传感器融合技术的突破，加速了 智能驾驶商业化落地。资本市场深度聚焦，VC/PE机构重仓布局具备技术壁垒与生态整合能力的头部企业。 本报告覆盖新能源汽车全产业链，涵盖三 电系统（电机、电控、电池）、核心部件与关键技术、整车制造与平台化集成、充换电网络及续航服务、智能网联与车载软件等领域，系统解析产业生 态与投资价值坐标。 2025年新能源汽车行业融资概况 从融资轮次来看， 新能源汽车行业加速整合，头部优势凸显 新能源汽车行业融资事件366起。其中种子-Pre-A轮221起，A轮90起，B-C轮 ...

想自己造出电池，就要先掌握材料渠道。 起点锂电获悉， 欧盟在电池材料环节 "下血本"狂砸 280 亿欧元（约合 2294 亿元人民币），共开拓 60 个战略性原材料项目。 这些项目分布于全球各地，最近一批敲定的 13 个项目散落在 13 个国家和地区，亚洲有哈萨克斯坦；欧洲有乌克兰、英国、挪威、塞尔维 亚；非洲有赞比亚、马拉维、南非、马达加斯加；美洲则有格陵兰、加拿大、巴西，这些项目所涉及的材料均为锂电池内部重要组成部分。 值得一提的是，由于中国对稀土的管制加强，导致欧盟不得不寻找新的项目来补足，本批次项目里面就有两个涉及稀土元素提取。 另外 47 个项目敲定于今年 3 月份，当月 26 日欧洲新闻网报道称："欧盟委员会公布 47 项战略项目清单，主要涵盖锂、钴、镍、稀土四种 元素开发，希望提升本土原材料生产能力。" 此举意在减少外部依赖，强化供应链韧性。如今原材料把控已日益严格，中美两国都在攥紧自己口袋里面的筹码，面对如此情况，欧盟也必须 采取行动来应对，因为欧洲绝大部分矿产材料外购于其他大洲，从目前来看，这一弱点已经日益威胁到欧洲的工业体系。 这也是欧盟 2023 《关键原材料法案》的正式实施举措，该法案 ...

宁德时代市场体系联席总裁、零碳能源事业部总经理郑叶来表示，此次与海博思创达成战略合 作，是双方在新能源产业链上下游深化协同，共谋发展的重要举措，更是推动行业生态共建、价 值共生的关键一步。 作为储能行业细分领域的两大龙头企业，海博思创与宁德时代已有良好的合作基础，双方已在多 领域达成了广泛共识，并取得了丰硕的成果。从技术验证到场景落地，从绿色解决方案到生态共 建，双方在共同的合作中为终端客户提供产品的全生命周期价值。此次新的战略合作的签署，更 是将双方的合作推向新的高度。 签约仪式上，海博思创联合创始人、运营总裁舒鹏，宁德时代储能事业部执行总裁肖丽娜，郑重 签下这份承诺。海博思创董事会秘书、首席财务官高书清，副总裁、供应链中心总经理赵青；宁 德时代储能事业部副总裁李越，储能生态开发总监姚天明等共同见证了这一重要时刻。 6月12日，海博思创与宁德时代在SNEC 2025 展览会现场签订战略合作协议，共同推动储能 行业高质量发展。此次签约，不仅是双方技术赋能与资源深化的价值共创，更是双方践行 绿色使命、实践商业价值的重要举措，对于新发展时代下储能格局的新定义将起到至关重 要的作用。 双方将共同推进储能行业生态健康 ...

6月17日，泰康资产-财通-远景新能源持有型不动产资产支持专项计划（下称专项计划）在上海证券交 易所成功发行，总规模2.85亿元。这是市场上首单以平价风电场为底层资产的持有型不动产资产支持证 券（ABS）。智通财经获悉，该专项计划的成功发行标志着风电资产证券化迈出关键一步，也为有绿色 电力和ESG需求的企业提供了创新解决方案等。 相较于"带补贴"的电站资产，上述专项计划能够避免绿色权益的"双重计算"问题，将更好满足企业ESG 合规、SBTi审计、CDP披露等绿色转型诉求。 上述专项计划的发起人为远景能源有限公司。远景能源表示，作为标准化"碳中和服务工具"， 该专项 计划能够帮助核心企业拉动其一级至四级供应商共同参与绿电投资，实现供应链协同脱碳，加速全价值 链碳中和进程，真正满足其"变绿"的ESG需求。 ...