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北京市启动首批国家产品碳足迹标识认证试点
Xin Jing Bao· 2025-06-06 10:43
Core Viewpoint - Beijing is making significant strides in promoting product carbon footprint certification, marking an important step towards low-carbon transformation in the industry [1][2]. Group 1: Initiatives and Collaborations - The Beijing Municipal Market Supervision Administration and Haidian District Government have launched a pilot program for product carbon footprint certification, indicating a collaborative effort to enhance green finance and transition financial products [1]. - A cooperation agreement was signed among several certification agencies and the Bank of Communications Beijing Branch to explore green finance products and services, promoting the integration of carbon footprint and carbon trading mechanisms [1][2]. Group 2: Pilot Program Details - The pilot program will focus on the electronic and electrical (computer) sector, with Haidian District officially approved to conduct product carbon footprint trials [1][2]. - A total of 19 computer companies, including Lenovo, have applied for participation in the pilot program, with plans to certify no less than 15 computer products by 2027 [2]. Group 3: Key Tasks and Mechanisms - Five key tasks have been established to support the pilot program, including the development of certification rules, capacity building for carbon footprint certification, and the establishment of a product carbon footprint guarantee system [3]. - The initiative aims to enhance regulatory oversight, data security, and intellectual property protection related to carbon footprint certification [3]. Group 4: Understanding Carbon Footprint - The product carbon footprint measures the total greenhouse gas emissions associated with a product throughout its lifecycle, from raw material extraction to disposal, serving as a "carbon identity card" for products [4].
欧盟碳市场行情简报(2025年第95期)-20250606
Guo Tai Jun An Qi Huo· 2025-06-06 07:42
发布日期:2025-06-06 供应抗动持续推高TTF,EUA表现平淡 敢新 一级:拍卖价格72.54欧元/吨(2.73%),投标覆盖比1.46; 行情 2、二级:EUA期货结算价72.74欧元/吨(0.18%),成交2.77万手(0.49)。 策略 短期中性偏多,中期震荡区间€67~75 利多:挪威Kollsnes天然气加工厂开始季节性工作,2024年挪威供应约占欧盟进口的 核心 三分之一。 欧盟碳市场行情简报 (2025年第95期) 逻辑 唐惠廷 国泰君安期货研究所 · 高级分析师 ☆ 欲获取更多碳交易研究产品, 请咨询对口销售。 投资咨询从业资格号:Z0021216 联系电话:021-33037830 重要声明 本公司具有中国证监会核准的期货交易咨询业务资格。本内容的观点和信息仅供国泰君安邦货的专业投资者参考。本内容难以设置访问权限, 苦给您造成不便, 教请谅解。若您并非国泰君安期货客户中的专业投资者,请勿闻读、订阅或接收任何相关信息。本内容不拘成具体业务的维 个,亦不应被视为任何投资、法律、会计或税务建议,且本公司不会因接收人收到本内容而视其为客户。本内容的信息来源于公开资并。本公 司对这些信息的准确 ...
欧盟碳市场行情简报(2025年第94期)-20250605
Guo Tai Jun An Qi Huo· 2025-06-05 05:30
欧盟碳市场行情简报 (2025年第94期) 40 20 07-01 04-01 10-01 01-01 01-01 01-01 01-01 04-01 10-01 07-01 图表4:欧盟排放配额(EUA)行情信息-期货、现货 期货结算价(欧元/吨) 期货成交量(万手) 期货持仓量(万手) 持仓量 成交量 2025-06-03 2025-06-04 增减 涨跌幅 增减 2. 28 -0. 43 72. 60 0. 01% 31. 98 0. 00 72. 61 现货结算价(欧元/吨) 现货成交量(手) 集运碳成本 (美元/TEU) 运费占比 即期成本 2025-06-03 | 2025-06-04 成交量 增减 涨跌幅 0. 01% -3786 12. 53 71.66 71. 67 0. 79% 1464 图表5: EUA期现价格及基差 图表6:12月合约持仓-季节性图 -2026 -2025 -2022 -- 2023 -- 2024 欧元/吨 ■■基差(右轴) -- 现货价格 -期货价格 万手 50 100 A and Washing and 50 20 -50 04-01 10-01 01-01 07 ...
全国碳市场行情简报(2025年第88期)-20250604
Guo Tai Jun An Qi Huo· 2025-06-04 11:37
全国碳市场行情简报 (2025年第88期) 策略 建议缺口企业在8月底前分批逢低采购 (1)2025年剩余40%强制流通配额只能满足部分市场需求,约0.4°0.5亿吨市场需求或由 盈余企业自愿卖出来满足。 核心 逻辑 2CEA价格跌至70元附近后,抄底需求有所显现,但目前强制流通配额释放不足,潜在 抛压仍存、市场价格震荡磨底,仍缺乏上行驱动;考虑到核查节点,6月中下旬成交量 有望攀升,预计6月底部区间62~66元/吨。 国泰君受期货 发布日期:2025-06-04 今日 行情 近期日均成交量低于40万吨,CEA价格延续弱势 | | CEA19-20 | CEA21 | CEA22 | CEA23 | CEA24 | | --- | --- | --- | --- | --- | --- | | 收盘价(元/吨) | 70. 00 | 67. 50 | 67. 00 | 67. 61 | 67.90 | | 涨跌幅(%) | 0.00% | -1.46% | -0. 21% | -1.37% | 0. 58% | | 新旧价差(元/吨) | | -2. 50 | -0. 50 | 0. 61 | 0. 29 | ...
全国碳市场行情简报(2025年第86期)-20250530
Guo Tai Jun An Qi Huo· 2025-05-30 12:41
全国碳币场行情简报 (2025年第86期) 核心 20EA价格跌至70元附近后,抄底需求有所显现,但目前强制流通配额释放不足,潜在 逻辑 她压仍存,市场价格震荡磨底,仍缺乏上行驱动,综合价格5月底部或65°68元/吨。 国泰君安期货 发布日期:2025-05-30 今日 行情 近期日均成交量低于50万吨,综合价格接近预期底部区间 1、CEA:CEA19-20涨超4%,CEA22明显下跌:挂牌35.9万吨,大宗30.0万吨 2、CCER:挂牌协议成交量1.00万吨,成交均价85.50元/吨(-0.04%) 策略 建议缺口企业在8月底前分批逢低采购 (1)2025年剩余40%强制流通配额只能满足部分市场需求,约0.4°0.5亿吨市场需求或由 盈余企业自愿卖出来满足。 重要声明 在公司具有中国证监会被准的期货交易咨询业务资格。本内容均观点和信息仅供国泰君安邦货的专业投资者参考。本内容难以设置访问权限, 装给您造成不便,鼓清谅解。吉您并非国泰君安期货客户中的专业投资者,请勿闻读、订阅或接收任何相关信息。本内容不构成具体业务的拉 个,亦不应被视为任何投资、法律、会计或税务建议、且本公司不会因接收入收到本内容而视其为客户 ...
英 力 特(000635) - 000635英 力 特投资者关系管理信息20250528
2025-05-28 11:06
宁夏英力特化工股份有限公司投资者关系活动记录表 | □特定对象调研□分析师会议 | | 投资者关系活动 | | --- | --- | --- | | □媒体采访√业绩说明会 | | 类别 | | □新闻发布会□路演活动 | | | | □现场参观 | | | | □其他(请文字说明其他活动内容) | | | | 投资者网上提问 | | 参与单位名称及 | | | | 人员姓名 | | 2025 年 5 月 | 28 日 (周三) 下午 14:00~17:00 | 时间 | | | 公司通过全景网"投资者关系互动平台"(https://ir.p5w.net) | 地点 | | 采用网络远程的方式召开业绩说明会 | | | | 1、董事长田少平 | | 上市公司接待人 | | 2、董事会秘书刘雨 | | 员姓名 | | 3、财务总监涂华东 | | | | | 投资者提出的问题及公司回复情况 | | | | 公司就投资者在本次说明会中提出的问题进行了回复: | | | | 1、董事长您好,请问新一届董事会什么时候能成立? | | | | 投资者您好!公司第九届董事会于 2025 年 4 月 17 日到 | | | ...
城市24小时 | 扛住“压力测试”,外贸大省再“出招”
Mei Ri Jing Ji Xin Wen· 2025-05-27 15:59
每经记者|杨欢 每经编辑|刘艳美 据浙江省经信厅网站消息,为进一步强化工贸联动,支持企业稳生产、减负担、增效益,《关于进一步加强工 贸联动支持企业稳产减负增效的实施意见(征求意见稿)》(下称《意见稿》)向社会公开征求意见,期限为2025年 5月26日-2025年6月2日。 意见稿提到,深入推进"千团万企"拓市场增订单。大力支持制造业企业境外参展,对符合条件的参展企业和展 会、展览中介机构给予政策支持。开展"浙里出海"贸促服务专项行动,打响"浙江国际贸易展览会"品牌。鼓励 各地根据实际增加国际性展会支持目录,加力支持企业重点开拓"一带一路"等新兴市场,推动外贸企业应展尽 展、全力促展。 意见稿还提出,统筹做好国际经贸摩擦应对。加强贸易形势研判,强化摩擦应对辅导,针对受制裁打压重点企 业,建立集成式"支持政策工具箱",配套"免申即享""辅助申报""择优兑现"等系列服务。建立产业链供应链"白 名单"企业数据库,完善常态化监测分析和动态调整机制,对符合条件的企业给予政策支持。 解读:据海关统计,今年1-4月,浙江省外贸进出口1.75万亿元,同比增长6.6%。其中,出口1.31万亿元,增长 9.7%;进口4362.5亿 ...
全国碳市场行情简报(2025年第83期)-20250527
Guo Tai Jun An Qi Huo· 2025-05-27 13:09
Group 1: Report Industry Investment Rating - No information provided Group 2: Core Viewpoints of the Report - The recent average daily trading volume is less than 600,000 tons, and the comprehensive price is approaching the expected bottom range [3] - It is recommended that enterprises with a quota gap make batch purchases at low prices before the end of August [3] - After the CEA price dropped to around 70 yuan/ton, both rigid and speculative market demands emerged, the market trading heat increased significantly, and the release of mandatory circulation quotas accelerated. The bottom price of CEA in May may be 65 - 68 yuan/ton [5] - Currently, the release ratio of mandatory circulation quotas is less than 20%, there is still potential selling pressure, the market price is oscillating at the bottom, and there is still a lack of upward driving force. If the selling time of surplus enterprises is postponed, the price bottom may be lower and the rebound height more limited. If the daily trading volume can significantly increase, strong upward momentum may appear at the end of the third quarter [5] Group 3: Summary by Relevant Catalogs Market Conditions - CEA: CEA23 and CEA24 showed significant declines, while CEA22 had a slight rebound. The listed volume was 206,000 tons, and the bulk volume was 200,000 tons [3] - CCER: The listed agreement trading volume was 30,000 tons, and the average trading price was 85 yuan/ton, a decrease of 4.03% [3] Strategy - It is recommended that enterprises with a quota gap make batch purchases at low prices before the end of August. In 2025, the remaining 40% of mandatory circulation quotas can only meet part of the market demand, and about 40 - 50 million tons of market demand may be met by the voluntary sales of surplus enterprises [3] Core Logic - After the CEA price dropped to around 70 yuan/ton, market demand increased, and the release of mandatory circulation quotas accelerated. The bottom price of CEA in May may be 65 - 68 yuan/ton [5] - The release ratio of mandatory circulation quotas is low, there is potential selling pressure, and the price is oscillating at the bottom. The selling time of surplus enterprises affects the price bottom and rebound height. If the daily trading volume increases, strong upward momentum may appear at the end of the third quarter [5] Data Tables - CEA price and trading volume data for different years are presented, including closing prices, price changes, trading volumes, and trading amounts [7][8][9] - CCER trading information shows an average trading price of 85 yuan/ton, a decrease of 4.03%, a trading volume of 30,000 tons, and a cumulative trading volume of 185,910 tons [9]
长青集团:行稳致远的生物质发电龙头,携手中科系推动数字+智能转型-20250526
Guoxin Securities· 2025-05-26 05:45
Investment Rating - The report assigns an "Outperform" rating to the company, with a target price range of 7.23 to 7.60 CNY per share, indicating a potential upside of 26.6% to 33.1% from the current price of 5.71 CNY [5][3]. Core Views - The company is a leading private enterprise in the biomass power generation sector, focusing on the utilization of agricultural and forestry biomass resources. It has successfully transitioned from manufacturing to becoming a benchmark in low-carbon and environmentally friendly industries [12][2]. - The biomass power generation industry is currently facing operational pressures due to subsidy arrears and rising raw material costs. However, the company has achieved growth through refined management practices [1][2]. - The partnership with the Zhongke system is expected to enhance the company's digital and intelligent transformation, while the decline in coal prices is anticipated to improve raw material procurement costs and profitability [2][3]. Summary by Sections Company Overview - Founded in 1993, the company initially started with gas appliance manufacturing and later entered the waste incineration and biomass power generation sectors. It became a publicly listed company focused on agricultural and forestry biomass resource utilization after divesting its manufacturing business in 2021 [12][1]. Industry Analysis - As of the end of 2024, the total installed capacity of biomass power generation in China reached 45.99 million kW, with the company holding a capacity of 491 MW, ranking third in the industry [1][47]. - The biomass power generation sector is categorized into three types: agricultural and forestry biomass, waste incineration, and biogas power generation. The industry is supported by national policies aimed at promoting renewable energy [36][37]. Financial Performance - The company's revenue is projected to grow from 37.86 billion CNY in 2024 to 44.05 billion CNY by 2027, with a compound annual growth rate (CAGR) of 3.0% [4]. - The net profit attributable to the parent company is expected to increase from 217 million CNY in 2024 to 334 million CNY in 2027, reflecting a CAGR of 8.4% [4][3]. - The company's operating income from power supply and heating services accounted for 53.8% and 43.6% of total revenue in 2024, respectively [15][4]. Competitive Advantages - The company has established a competitive edge through effective risk management and operational efficiency, successfully integrating its manufacturing experience into environmental project operations [2][62]. - The company has successfully included 13 projects in the national subsidy list, indicating its proactive approach to project selection and management [2][5]. Future Outlook - The expansion of the carbon market is expected to provide additional revenue opportunities through carbon trading, further enhancing the company's financial performance [2][3]. - The partnership with Zhongke Xinkong is anticipated to facilitate the company's digital transformation and improve operational efficiency [2][12].
长青集团(002616):行稳致远的生物质发电龙头,携手中科系推动数字+智能转型
Guoxin Securities· 2025-05-26 05:22
Investment Rating - The report assigns an "Outperform" rating to the company, with a target price range of 7.23 to 7.60 CNY per share, indicating a potential upside of 26.6% to 33.1% from the current price of 5.71 CNY [5][3]. Core Views - The company is a leading private enterprise in the biomass power generation sector, focusing on the utilization of agricultural and forestry biomass resources. It has successfully transitioned from manufacturing to becoming a benchmark in low-carbon and environmentally friendly industries [1][12]. - The biomass power generation industry is currently facing operational pressures due to subsidy arrears and rising raw material costs. However, the company has achieved growth through refined management practices [1][2]. - The partnership with the Zhongke system is expected to enhance the company's digital and intelligent transformation, while the decline in coal prices is anticipated to improve raw material procurement costs, leading to a recovery in profitability [2][3]. Summary by Sections Company Overview - Founded in 1993, the company initially started with gas appliance manufacturing and later entered the waste incineration and biomass power generation sectors. It became a publicly listed company focused on biomass resource utilization after divesting its manufacturing business in 2021 [1][12]. Financial Performance - The company’s revenue is projected to reach 4.076 billion CNY in 2025, with a compound annual growth rate (CAGR) of 9.32% since its listing. The net profit attributable to shareholders is expected to grow to 280 million CNY in 2025, reflecting a year-on-year increase of 29.2% [4][22]. - The company’s operating income from power supply is expected to account for 53.8% of total revenue in 2024, while heating income will contribute 43.6% [15]. Industry Analysis - As of the end of 2024, the total installed capacity of biomass power generation in China reached 45.99 million kilowatts, with the company ranking third in the agricultural and forestry biomass sector with an installed capacity of 491 MW [1][44]. - The biomass power generation industry is characterized by its stable output and ability to adjust, making it suitable for base load and peak shaving functions in the power system. It aligns with national strategies for pollution control and rural revitalization [37][42]. Competitive Advantages - The company has established a competitive edge through effective risk management and operational efficiency. It has successfully integrated its manufacturing management experience into its environmental projects [2][62]. - The company has successfully included 13 projects in the national subsidy list, which is crucial for its financial performance, given the industry's reliance on government subsidies [2][61].