ESG Policy Dynamics - Xiamen has released its ESG Development Action Plan (2025-2027), aiming to become a national leader in ESG development, focusing on creating a comprehensive "124" system that includes ESG practices and market ecology [1] - The plan emphasizes building four key areas: green industry, professional services, theoretical innovation, and talent aggregation, contributing to the national sustainable development standard system [1] Carbon Neutrality Initiatives - Shanghai's Market Supervision Administration issued a notification on carbon peak and carbon neutrality measurement for 2025, promoting energy resource measurement demonstration projects and enhancing carbon emission monitoring capabilities [2] ESG Market Dynamics - The Network for Greening the Financial System (NGFS) launched its first short-term climate scenario to help central banks and financial regulators analyze the impacts of climate change and related policies on economic stability [3] - The new scenario focuses on a five-year timeframe, providing detailed industry analysis and covering financial risks and macroeconomic variables [3] Climate Risk Assessment Solutions - Intercontinental Exchange (ICE) introduced a new global climate risk solution for investors, offering a physical climate risk view based on geospatial data for their portfolios, utilizing data from over 1.6 billion buildings [4] Corporate ESG Actions - Tencent signed a memorandum with Temasek's GenZero to purchase at least 1 million tons of verified carbon credits over the next 15 years, aiming to reduce greenhouse gas emissions [5] - Baidu released its 2024 ESG report, highlighting significant achievements in cybersecurity, content governance, AI talent cultivation, and green energy usage, with 5.98 million kilowatt-hours of green electricity used in data centers [5]

Group 1: Investment Activities and Projects - The company completed the equity transfer of Aurora Solar, holding 80% of the project company, becoming the largest shareholder [1] - All 48 pull test drilling points and column pouring for the photovoltaic project have been completed, with pull tests finished at 100% [1] - The company is focusing on international engineering transformation and developing resource-controlled, low-risk concession projects [2] Group 2: Future Investment Directions - The company aims to seek investment opportunities in renewable energy sectors abroad, aligning with national carbon peak and carbon neutrality goals [2] - Plans to extend and integrate the industrial chain through overseas investments based on existing business segments [2] Group 3: Financial Performance and Shareholder Returns - The gross profit margin for 2024 is expected to improve due to strict project quality control and termination of low-margin trade businesses [2] - The cash dividend for 2024 is set at 1.49 yuan per 10 shares, totaling approximately 158.45 million yuan, a 72.55% increase from the previous year [2] - The company has maintained a consistent cash dividend for 17 consecutive years, emphasizing long-term shareholder returns [2] Group 4: Confidentiality and Compliance - No undisclosed significant information leakage occurred during the investor relations activity [3]

在发布《2025零碳行动报告》之时，远景科技集团（下称远景）宣布自2022年起连续第三年实现运营碳 中和。在这份报告中，该集团称将在2028年达成核心供应链100%使用绿电的目标。 "从策略上，我们要跟供应链合作方达成战略一致性，包括给他们提供相应的数字化工具去跟踪、计 算、管理碳排放，要授之以渔。"远景科技集团首席可持续发展官（CSO）孙捷近日在接受21世纪经济 报道等媒体采访时认为，供应链减碳的关键在于理念的提升。"我们要帮助整个供应链认识到，减碳是 一件非常有意义且没有那么难的工作。" 眼下，全球范围内所掀起的能源转型和绿色低碳发展浪潮，正在重新构建人类与能源的共生关系。在此 背景下，诸多应用场景模式应运而生，例如零碳园区、零碳工厂。 2025年政府工作报告提出，要积极稳妥推进碳达峰碳中和，建设一批零碳园区、零碳工厂，聚焦能源开 发利用的全过程、全环节，来通过打造绿色环保的供给、互动节约的消费、低碳替代的基础设施建设、 智慧运营的服务保障等系统性实践，进一步促进绿色转型。 值得一提的是，远景作为零碳产业园的开创者，也正在进一步扩大其建设目标——未来十年，其将携手 合作伙伴在全球建设100个零碳产业园。 ...

文 | 科技日报 截至2024年底，我 国已投运电力储能项目累计装机首次超过百吉瓦，达到137.9吉瓦，同比增长 59.9%；其中，新型储能累计装机达到78.3吉瓦，功率规模同比增长126.5%。 目前，我国新型能源体系建设稳步推进，能源保障基础不断夯实，现已建成全球最大的清洁能源系统。 储能是解决可再生能源规模化消纳和稳定输出的重要技术手段，是新型电力系统的核心要素。相较于传 统的抽水蓄能，锂离子电池、压缩空气储能、液流电池、钠离子电池、飞轮储能等新型储能，具有建设 周期短、布局灵活、响应速度快等优势，可在电力系统运行中发挥调峰、调频、调压、备用、黑启动、 惯量响应等多种功能。如今，新型储能已成为构建新型电力系统的重要技术和基础装备，是实现碳达峰 碳中和目标的重要支撑，也是催生国内能源新业态、抢占国际战略新高地的重要领域，对构建清洁低 碳、安全高效的能源体系，贯彻落实国家能源战略具有重要意义。 我国新 型储能行业高速发展 过去5年， 我国新型储能行业高速发展， 截至2024年底累计装机量首次超越抽水蓄能，成为电力系统中 继火电之后的第二大灵活性调节资源。 我国新型储能行业发展呈现出以下几个特征。 一是新型储 ...

除了估值提升，杭汽轮本身的发展同样值得关注。据悉，杭汽轮正逐步从传统制造业向全面能源解决方 案提供商转型，尤其在燃气轮机的维修与服务领域，公司凭借其技术优势在行业中处于领先地位。2025 年一季度，公司归母净利润较上年同期大幅增长337.83%，发展势头强劲。随着中国"3060"碳达峰碳中 和政策的推动，燃气轮机作为清洁能源设备的应用场景正在快速扩展，杭汽轮在这一领域的投资潜力愈 加显著，未来的市场前景可期。 此次重组，也获得了控股股东的大力支持。此前，其间接控股股东杭州资本出具《承诺函》，为此次组 保驾护航。根据承诺函，在特定条件下，杭州资本将投入不超过15亿元用于增持，且增持股份自换股实 施完成之日起三十六个月内不出售，极大保障了投资者利益。 5月7日，杭汽轮B(200771)发布公告称，将于6月6日召开2025年第二次临时股东大会，审议表决与海联 讯（300277）合并重组事项相关的15项议案。 此次合并重组的实施，将推动杭汽轮从B股市场迈向A股市场。分析来看，A股市场作为国内企业的主 要上市板块，涵盖众多新兴产业和热门行业，交易更为活跃，同时信息透明度较高，吸引国内外众多投 资者。在资本市场中，A、B ...

Core Viewpoint - Wangneng Environment reported a slight decline in revenue but improved cash flow, indicating resilience in its core waste management business while expanding into new areas [3][4]. Financial Performance - As of December 31, 2024, total assets were 14.48 billion yuan, with equity attributable to shareholders at 6.68 billion yuan and a weighted average return on equity of 8.47% [1]. - The company achieved an annual revenue of 3.173 billion yuan, a year-on-year decrease of 0.17%, while net profit attributable to shareholders was 561 million yuan, down 6.90% [3]. - Operating cash flow improved significantly, reaching 1.596 billion yuan, a year-on-year increase of 26.75% [3]. Business Development - Wangneng Environment focuses on comprehensive urban solid waste management, operating 21 waste-to-energy plants with a total processing capacity of 21,820 tons per day [4]. - The company has expanded its service capabilities into various sectors, including kitchen waste treatment and sewage treatment, with notable growth in kitchen waste processing revenue, which increased by 27.29% to 462 million yuan [3][4]. Technological Innovation - The company has implemented advanced technologies, such as the high-efficiency waste-to-energy project in South Taihu, which improved thermal efficiency from 22% to 30% and doubled the electricity generated per ton of waste [4]. - Continuous optimization in kitchen waste processing has led to an increase in oil extraction rates and a reduction in residue rates, enhancing profitability [4]. International Expansion - Wangneng Environment has made significant strides in its international strategy, signing contracts worth approximately 393.5 million yuan for waste-to-energy projects in Thailand and establishing its first overseas office in Vietnam [5][6]. ESG Practices - The company has developed a sustainable framework focusing on environmental, social, and governance (ESG) aspects, processing 9.2836 million tons of waste annually and generating approximately 3.036 billion kWh of clean energy [7]. - The company aims to leverage its technological advantages to enhance its competitive edge in the waste management sector while contributing to ecological civilization [7].

看增绿扩绿，两个25%十分亮眼：目前我国森林覆盖率超过25%，贡献了约25%的全球新增绿化面积。 初夏时节，北京正阳门迎来"老朋友们"——北京雨燕。三维扫描巢穴，留出原有进出通道……此前正阳 门修缮者为雨燕营造一方栖居天地的故事，丰富着北京中轴线这一世界遗产的内涵，也凸显城市的生态 底色、发展温度。 4月28日，2025碳达峰碳中和绿色发展论坛在北京举行。政府官员、企业代表、专家学者济济一堂，共 享落实"双碳"行动的经验成果，碰撞推进美丽中国建设的创新思考。 一个折射生态保护的行动，一次彰显低碳发展智慧的汇聚，两件看似关系不太大的事，共同照映出中国 走生态优先、绿色发展之路的生动实践。 今年是"绿水青山就是金山银山"理念提出20周年，也是"双碳"目标提出5周年。习近平主席向气候和公 正转型领导人峰会发表致辞指出："中国是世界绿色发展的坚定行动派、重要贡献者"。这句话，不仅有 时光的见证，更有硕果的积累。 看能源转型：截至今年3月底，我国风电光伏发电装机达14.82亿千瓦，历史性超过火电装机；建成全球 最大、最完整的新能源产业链，为全球贡献了80%以上的光伏组件和70%的风电装备…… 绿色步伐铿锵，催生发展质变 ...

报告显示，截至2024年底，全国氢气产能超5000万吨/年，同比增长约1.6%；全国各地累计规划建设可再生能源电解水 制氢项目超过600个。 相 关 阅 读 央视新闻丨国家能源局 2024年我国氢能生产消费规模超过3650万吨 位列世界第一 央视新闻：国家能源局加快编制推动氢能产业高质量发展政策 人民日报：推动氢能全产业链标准化发展 我国加速发展氢能产业 多方面已取得数个突破性进展 六部门联合印发《氢能产业标准体系建设指南（2023版）》 国家能源局微信公众号是国家能源局新闻宣传、信息公开、服务群众的重要平台。 国家能源局 · 公开 政务信息 · 发布 行业动态 ·提供 公众服务 了解更多能源动态，请长按图片识别或扫描右侧二维码，关注国家能源局官方微信公众号。 与此同时，我国氢能制取、储运、利用全链条关键技术逐步取得突破。据徐继林介绍，2024年，新疆库车、宁夏宁东一批规模 化可再生能源制氢项目建成运营，贯通可再生氢制取-储运-利用全流程，发挥了较好的示范作用；燃料电池汽车示范应用稳步推 进，各地建成加氢站超540座，推广燃料电池汽车约2.4万辆；京津冀、上海、广东、郑州、河北五个区域累计推广燃料电池汽车 超 ...

4月29日晚间，联美控股（600167）发布2024年年报和2025年一季报。2024年，公司实现营收35.09亿 元，归属于上市公司股东的净利润6.59亿元。2025年一季度，公司实现营收16.98亿元，归属于上市公司 股东的净利润6.18亿元，同比增长9.56%。 智慧平台优化调控体系，科技创新驱动能源行业效率变革 作为以科技创新为动力的综合能源服务商，联美控股积极响应国家政策导向，依托自主研发的"联美智 慧化运营平台"，构建了覆盖"源-网-站-户"全流程的智慧供热管理体系。平台通过物联网、大数据、云 计算及人工智能技术的深度集成，实现了对800余个换热站的"无人值守"智能化管理，采用温度变送 器、压力变送器等智能仪表，结合PLC技术，以8～20秒/次的频率实时采集并上传运行数据，构建了集 调度监控、数据查询、报警管理、运行诊断、能耗分析、移动端应用、系统管理于一体的驾驶舱一体化 平台，达到热负荷供需的精准匹配，按需供能、以需定产，最大程度实现节能降耗、提质增效的目标。 通过AI算法对历史数据与实时反馈的分析，动态调整供热参数，精准匹配用户需求，实现"按需供热"闭 环控制，显著降低能源损耗的同时提升供热质 ...

Core Viewpoint - The article emphasizes China's approach to balancing economic development with carbon reduction goals amid global climate change challenges, highlighting the importance of green low-carbon transformation and the "first establish, then break" strategy to mitigate the impact on economic growth [2][3]. Group 1: Green Transformation Strategy - China is enhancing governance for green low-carbon transformation, achieving significant progress in green development while pursuing economic growth [2]. - The dual goals of carbon peak and carbon neutrality are being pursued simultaneously, with a focus on key industries like new energy vehicles and power market reform [2][3]. - The strategy aims to reduce friction costs associated with green low-carbon transformation while ensuring continuous economic growth [3][4]. Group 2: Renewable Energy Development - China's renewable energy sector is accelerating, with renewable energy accounting for 74.4% of new installed capacity in 2021, and wind and solar power installations reaching 74.33 million kilowatts in the first quarter of 2025 [5]. - The establishment of a market-oriented carbon trading market and carbon pricing mechanisms is seen as essential for incentivizing corporate carbon reduction and promoting green technology innovation [5][6]. Group 3: Industrial Transformation - The transition from traditional high-carbon industries to green energy-driven production methods is crucial for achieving carbon peak and neutrality goals [6][7]. - The development of new green industries, such as new energy vehicles and artificial intelligence, is expected to drive economic growth through industrial transformation [7][8]. - A balanced approach is necessary to address regional disparities in economic structure and resource availability during the green transition [7][8]. Group 4: Policy Recommendations - A phased approach to high-carbon industry exit and low-carbon industry cultivation is recommended, avoiding a one-size-fits-all strategy [8]. - Policies should support low-carbon industry development, enhance technological innovation, and facilitate workforce training to ease the transition [8].