空中俯瞰南京江宁开发区管委会，从两栋办公楼到大数据中心，从公共连廊区域到车棚，深蓝色光 伏发电组件见缝插针用足所有能利用区域。近日，这处由屋顶光伏、廊道柔性光伏、发电玻璃等多形式 分布式光伏项目组成的南京市首个公共机构全场景微电网项目投运，总面积约3810平方米，每年可发 87.52万度绿电，减少碳排放约667.8吨。 在全省各地，这样的项目正不断落地、并网、投用。3年来，江苏公共机构分布式光伏建设在集中 统一推进中实现跨越式发展，不仅取得越来越好的节能效益，也在越来越广的范围内发挥着绿色低碳引 领示范作用。 集中统一招标建设，解决规模差异矛盾 实现"双碳"目标，公共机构特别是党政机关应当做好示范。2021年底，国家四部门联合印发方案， 明确要求公共机构充分利用适宜场地安装光伏。次年，江苏即全面启动公共机构分布式光伏建设探索与 实践。 此前，抓住整县试点机遇，南通市党政机关、各级中小学校等公共机构积极参与，按照公共建筑屋 顶光伏安装比例不低于40%的标准推进分布式光伏项目建设，发挥公共机构示范引领作用。"这是个相 互促进的过程。"南通市机关事务管理局节能处处长高昕锋告诉记者，"十四五"以来，南通6个县（市、 ...

转自：新华财经 从"煤改气"的转型蓝图到双机组比翼齐飞的现实画卷，中国能建的建设者们以智慧和汗水，书写了粤港澳大湾区绿色发展的新篇章。 流沙之上筑起"绿电明珠" 作为广东省"十四五"能源规划重点项目，东莞高埗燃气项目采用行业领先的F级燃气—蒸汽联合循环机组，年发电量逾33亿千瓦时，可满足百万家庭用电 需求。尤为瞩目的是，其同步建设的热网系统每小时可输送200吨工业蒸汽，能源梯级利用率达70%以上，为周边产业园注入"绿色脉动"。 漫步厂区，岭南园林式的布局掩映在绿树之间，扬尘在线监测系统与智能喷淋装置无声运转，诠释着"绿色工地"的现代内涵。"守护大湾区碧水蓝天，我 们要让每一度电都带着生态温度。"项目经理秦文说。 自项目启动以来，该工程已持续保持安全生产记录1000余天，期间累计开展全方位安全检查248次，创新性成立八个专项小组，建立三级配电系统，实现 临时用电标准化管理，推行＂日巡查、周验收＂制度。项目荣获中国能建2023年度"十化"管理示范项目。 项目团队突破传统，两台"高位收水型冷却塔"采用行业领先的设计方案，将循环水泵和循环水加药设备有机整合，其中循环水泵布置在冷却塔底部，消除 了大部分淋水噪声；在燃机 ...

Core Viewpoint - The company, Qian Nian Zhou Group, is actively pursuing green and low-carbon development in the manufacturing industry, emphasizing the integration of environmental technology into its product development and production processes to meet consumer demand for sustainable living [1][4]. Group 1: Technological Innovation - Qian Nian Zhou has established research institutions and increased R&D investment, focusing on collaboration with top scientific resources to enhance technological advancements in the industry [2]. - The company has developed a smart manufacturing model, integrating advanced production lines and automation to improve efficiency and resource utilization [2]. - The R&D team consists of over 100 personnel, including senior engineers and doctoral researchers, dedicated to exploring new product development in engineered wood products [2]. Group 2: Product Development - The company has introduced a range of eco-friendly products, including formaldehyde-free boards and antibacterial materials, to cater to the growing consumer demand for healthy living environments [3][5]. - Innovations include the "Graphene Black Gold Board," which incorporates multiple functions such as antibacterial and anti-viral properties, enhancing the safety and environmental performance of home products [5]. Group 3: Green Initiatives - Qian Nian Zhou has launched a "Dual Carbon Five-Year Plan" to promote green development across six dimensions, including green supply, manufacturing, products, public welfare, services, and management [4]. - The company aims to create a complete home ecosystem through its "Green Healthy Home" strategy, focusing on environmentally friendly materials and processes [4]. Group 4: Cultural Empowerment - The company is leveraging traditional Chinese culture to enhance its product offerings, creating a unique aesthetic that resonates with consumers' emotional and cultural values [7][8]. - Initiatives include collaborations with cultural heritage practitioners and design competitions to integrate cultural elements into product innovation [7]. Group 5: Market Positioning - Qian Nian Zhou is positioning itself as a leader in the green and sustainable home furnishing market, responding to the increasing consumer preference for environmentally responsible products [1][4].

策略深度报告 证券研究报告 | 策略深度报告 | 中国策略 报告日期:2025年07月04日 银行:趋势的力量,坚定的胆量 -从白酒、新能源汽车和煤炭牛市看银行未来的时间及空间 核心观点 本轮中信银行指数从 2022年11月开始上涨,至今已持续 2年零8个月。当上证指数 在 2024年11月至2025年6月连续8个月窄幅震荡时,中信银行指数已悄然走出技术 性牛市,近期指数更是周线8连阳,股价不断创历史新高。伴随着指数走高,市场对 银行指数是否见顶的讨论逐渐增加。以史为鉴,本篇报告复盘了白酒、新能源汽车和 煤炭三大行业牛市的驱动因素及 DDM 模型股价归因。通过对比,我们认为当下银行 板块或处于"牛市"中段,中信银行指数 PB有望从2022年10月的0.5X修复至 0.8-0.9X 左右。 白酒:2016-2021年,消费红利释放,外资加速配置 1)2016年1月-2018年6月:房地产价格上涨带来财富效应,居民消费升级背景 下,白酒行业迎来量价齐升。在此期间,盈利为拉动股价上涨的主要因素。 分析师:廖静池 执业证书号: S1230524070005 liaojingchi@stocke.com.cn 分析师: ...

Group 1 - The 2023 China International Heating, Ventilation, Air Conditioning, Bathroom, and Comfortable Home Systems Exhibition was held in Beijing from May 11 to 13, showcasing cutting-edge technologies and innovative products in the HVAC, plumbing, smart heating, and comfortable home sectors [1] - The exhibition covered an area of 105,000 square meters and attracted 1,065 exhibitors from around the world, including fields such as HVAC, smart home, water purification systems, and energy-saving technologies [1] - The event served as a significant trade platform for domestic and international brands, facilitating the display of the latest technological achievements and promoting high-quality development in the industry [1] Group 2 - Over 40 high-level forums and seminars were held during the exhibition, featuring industry experts, corporate representatives, and research institutions discussing topics like heating technology innovation under carbon neutrality, trends in smart water management, and the future of intelligent comfortable homes [2] - The China Building Energy Efficiency Association highlighted the growing demand for green buildings and smart homes, indicating that the heating industry is undergoing a new round of technological upgrades [2] - The successful hosting of the exhibition not only showcased the latest achievements in the global HVAC and comfortable home industry but also created valuable opportunities for technical cooperation and market expansion among upstream and downstream enterprises in the industry [2]

Core Insights - The event focused on "green innovation" as a means to empower the resilience of small and micro enterprises (SMEs) in the context of sustainable development and climate change [1][5] - SMEs are recognized as a crucial engine for employment and innovation, contributing over 50% of global GDP and accounting for more than 90% of all enterprises worldwide [1][2] - The challenges faced by SMEs include limited financing channels, inadequate infrastructure, and the impacts of climate change [1][2] Group 1: Green Innovation and SMEs - Green innovation is becoming a key factor for the transformation of SMEs, which are essential for inclusive and sustainable development [1][5] - SMEs contribute over 50% of tax revenue, 60% of GDP, 70% of technological innovation, and 80% of urban employment in China [2] - Experts emphasize the need for policy support and innovative financial services to facilitate the green transition of SMEs [2][5] Group 2: Financial Empowerment - Financial technology companies are emerging as important players in supporting the green transition of SMEs by reducing financing costs through innovative solutions [2][3] - In 2024, a financial technology company provided 695 million yuan in loans to users engaged in green and renewable energy sectors, helping SMEs convert ecological benefits into market advantages [2] - Financial institutions are encouraged to enhance risk management and product innovation to better serve the unique needs of SMEs [3][4] Group 3: Policy and Collaborative Efforts - The establishment of specialized green finance departments by banks aims to provide inclusive financial products tailored for SMEs [4] - Social organizations are also playing a role in empowering SMEs in remote areas through funding, education, and platform integration [4] - The event served as a valuable platform for dialogue, highlighting the importance of collaboration among various stakeholders to support the green transformation of SMEs [5]

Core Viewpoint - The news highlights the rapid development of renewable energy projects in Urat Qianqi, Inner Mongolia, showcasing significant investments and advancements in wind and solar energy generation, contributing to the region's economic growth and alignment with national carbon neutrality goals [2][6][7]. Group 1: Project Developments - The first large-scale application of 10 MW wind turbine units in China was achieved with the 500,000 kW flexible green power demonstration project at the Ganqimaodu Port, with a total investment of 1.8 billion yuan, capable of delivering approximately 1.835 billion kWh of green electricity annually, generating an output value of about 380 million yuan and tax revenue of around 210 million yuan [2]. - The 1.5 million kW wind-storage base project, the largest onshore wind project in China, also achieved full capacity grid connection, with a total investment of 4.706 billion yuan, enhancing regional energy security and supporting the green energy transition [2]. Group 2: Energy Capacity and Resources - Urat Qianqi has a theoretical wind energy development capacity of approximately 23 million kW and solar thermal capacity of about 1.5 million kW, positioning it as a significant area for renewable energy development in China [6]. - The region has successfully constructed and connected 5.83 million kW of renewable energy capacity, with a cumulative generation of approximately 97.66 billion kWh, leading in both metrics within the Bayannur City [6]. Group 3: Future Plans and Strategic Goals - Urat Qianqi aims to establish itself as a national important renewable energy and new materials demonstration base, with six approved renewable energy projects (including energy storage) totaling 1.58 million kW and an investment of about 6.8 billion yuan by 2025 [6]. - The local government is focusing on leveraging national "dual carbon" strategies to promote integrated development of renewable energy and industry, aiming for a comprehensive approach to energy supply and consumption [7].

Market Overview - A-shares showed strong performance in the morning but retreated in the afternoon, with the Shanghai Composite Index reaching a new high for the year, up 1% at one point, and closing at 3472.32 points, a gain of 0.32% [1] - The Shenzhen Component Index and ChiNext Index turned negative in the afternoon, with the former down 0.25% and the latter down 0.36% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 145.47 billion yuan, an increase of over 120 billion yuan compared to the previous day [1] Sector Performance Banking Sector - The banking sector performed strongly, with major banks like CITIC Bank, Industrial Bank, and Shanghai Pudong Development Bank hitting new highs, with gains exceeding 3% [6][7] - The overall stability of the banking sector's fundamentals is expected to enhance valuation safety, supported by a relatively ample credit supply and a positive policy stance on interest margins [6][7] Power Sector - The power sector saw significant gains, with companies like Shaoneng Co., ShenNeng Electric A, and Huayin Power hitting the daily limit, while Xiexin Energy rose over 7% [9][10] - High temperatures in northern China are expected to increase electricity demand, with a projected increase of approximately 100 million kilowatts during peak summer periods in 2025 [10][11] Digital Currency Sector - The digital currency sector became active again, with Longbright Technology rising over 13% and Tianyang Technology increasing by more than 10% [12][13] - Recent developments in stablecoin regulations in the U.S. and Hong Kong are expected to promote further adoption of cryptocurrencies [14][15]

Core Viewpoint - The article emphasizes the importance of collecting proposals for ecological and environmental industry standards, focusing on "dual carbon" and ecological protection to promote technological advancement and coordinated pollution reduction and carbon reduction efforts [1][4]. Group 1: Proposal Collection - The collection of proposals aims to ensure effective supply of standards in the ecological and environmental industry, facilitating high-quality development and supporting pollution reduction and carbon reduction efforts [4]. - The focus areas for proposals include greenhouse gas monitoring, carbon reduction assessment, low-carbon product evaluation, and technologies for carbon capture and utilization [8]. Group 2: Proposal Requirements - Eligible proposers include member units, independent legal entities such as universities, research institutes, and enterprises, with at least three participating units required for a proposal [5]. - Proposals must comply with national laws, environmental management requirements, and industry development guidelines [6]. Group 3: Work Process - The proposal review process includes a unified organization for argumentation, with successful projects being publicly announced for 10 working days [7]. - Standard compilation is expected to be completed within one and a half years, with published standards issued by the association [7]. Group 4: Contact Information - Contact person for inquiries is Yan Jun, with provided phone number and email for further communication [11].

来源：环球网 2025年7月2-3日，以"数智碳索·TRUE见跃迁"为主题的第四届楼宇科技TRUE大会在上海圆满闭幕。本 届大会是由美的集团楼宇科技事业部主办,联合上海市建筑科学研究院有限公司、中国建筑文化研究会 酒店设计与工程专业委员会、CBRE、米尺、亚洲绿色工厂大会、智次方六家权威单位共同开展；同时 还有中国制冷协会、中国节能协会、CRAA、中国移动、华为、阿里云等30家遍布各个行业重量级单位 协办，旨在寻觅楼宇的可持续发展、生态融合和前沿技术，展示行业蓬勃生命力，一起聆听建筑领域的 跃迁革新之路。 本次大会深度锚定中国"双碳"攻坚与建筑存量更新交汇的时代节点，以前瞻视角解构绿色智慧楼宇的价 值重构逻辑与发展范式变革，推动数字化与碳中和在建筑全生命周期的创新融合，引领行业迈向系统性 跃迁的新未来。 建筑行业峰会：构筑领域跃迁的时代坐标 全国工程勘察设计大师，中国建筑科学研究院首席科学家、专业总工徐伟在首个主题演讲中讲到，"我 们的经济社会正在全面绿色转型。要实现从传统能源到新能源体系的构建，我们建筑领域当然也要面临 "楼宇科技TRUE大会"是由美的楼宇科技发起并联合全球产业链生态伙伴共同打造的、聚焦行业 ...