新华社权威快报 中共中央办公厅 国务院办公厅 《关于推进绿色《版转型 加强合国际市场建设的意见》 8月25日对外公布 新华社国内部出品 8月25日，中共中央办公厅、国务院办公厅《关于推进绿色低碳转型加强全国碳市场建设的意见》对外公 布。 这份意见明确，碳市场是利用市场机制积极应对气候变化、加快经济社会发展全面绿色转型的重要政策 工具。目前，我国已建立重点排放单位履行强制减排责任的全国碳排放权交易市场和激励社会自主减排 的全国温室气体自愿减排交易市场。 这份意见提出，到2027年，全国碳排放权交易市场基本覆盖工业领域主要排放行业，全国温室气体自愿 减排交易市场实现重点领域全覆盖。到2030年，基本建成以配额总量控制为基础、免费和有偿分配相结 合的全国碳排放权交易市场，建成诚信透明、方法统一、参与广泛、与国际接轨的全国温室气体自愿减 排交易市场，形成减排效果明显、规则体系健全、价格水平合理的碳定价机制。 全文如下： 中共中央办公厅 国务院办公厅 关于推进绿色低碳转型 加强全国碳市场建设的意见 （2025年5月24日） 碳市场是利用市场机制积极应对气候变化、加快经济社会发展全面绿色转型的重要政策工具。目前，我国已 ...

目前，我国已建立重点排放单位履行强制减排责任的全国碳排放权交易市场和激励社会自主减排的全国 温室气体自愿减排交易市场。为推动建设更加有效、更有活力、更具国际影响力的全国碳市场，经党中 央、国务院同意发布《推进绿色低碳转型加强全国碳市场建设的意见》 中共中央办公厅 国务院办公厅关于推进绿色低碳转型加强全国碳市场建设的意见 碳市场是利用市场机制积极应对气候变化、加快经济社会发展全面绿色转型的重要政策工具。目前，我 国已建立重点排放单位履行强制减排责任的全国碳排放权交易市场和激励社会自主减排的全国温室气体 自愿减排交易市场。为推动建设更加有效、更有活力、更具国际影响力的全国碳市场，经党中央、国务 院同意，现提出如下意见。 一、总体要求 坚持以习近平新时代中国特色社会主义思想为指导，深入贯彻党的二十大和二十届二中、三中全会精 神，全面贯彻习近平经济思想、习近平生态文明思想，坚持稳中求进工作总基调，兼顾绿色低碳转型和 经济发展需要，坚持有效市场、有为政府，坚持碳市场作为控制温室气体排放政策工具的基本定位，加 快建设全国统一的碳市场，有计划分步骤扩大实施范围、扩展参与主体，营造更加公平公开透明的市场 环境，努力实现碳排放 ...

8月15日，中国证监会发布通知，同意上海期货交易所胶版印刷纸期货及期权，燃料油、石油沥青和纸浆期权注册。这标志着 上期所即将上市全球首个文化用纸金融衍生品，同时加速实现成熟期货品种期权覆盖。证监会要求上期所做好各项准备工作， 保障相关品种平稳推出和稳健运行。 造纸工业是与国民经济发展和人民生活息息相关的重要基础原材料产业。从应用领域来看，纸可以分为文化用纸、包装用纸、 生活用纸、特种纸等。胶版印刷纸是文化、印刷用纸的典型代表纸种，主要以漂白木浆为原料制成，广泛应用于图书、杂志、 笔记本等领域，同时具有市场体量大、标准化程度高、价格波动大等特点。 我国是全球最大的胶版印刷纸生产国和消费国。2024年我国胶版印刷纸产量948万吨，表观消费量871万吨。近年来，国内外市 场环境复杂多变，我国造纸工业面临着较大营收增长压力，产业避险需求较高。推出胶版印刷纸期货和期权，将填补国内文化 用纸金融衍生品的空白，为我国文化用纸产业链企业提供精准管理价格波动风险的工具，加快形成公开透明公允的市场价格。 上期所燃料油、石油沥青和纸浆期货经过多年培育，已经逐步成为企业套期保值的重要工具，具备市场流动性和合约连续性 好、投资者结构成 ...

吴庆文对客人一行的到访表示欢迎，对中国石化一直以来给予苏州经济社会发展的支持和帮助表示 感谢。他说，清洁低碳、安全高效的能源体系是经济社会高质量发展的重要支撑。中国石化是能源领域 的国家队，在推动发展方式绿色低碳转型和能源保供等方面为苏州发展提供了坚实保障。希望双方进一 步深化央地合作，坚持高端化、智能化、绿色化发展，在天然气供气和储备能力提升、加氢加气站建 设、新型储能装机、光伏充电等领域深化合作，增强绿色能源保障供给，筑牢夯实城市韧性安全底座， 打造更多标杆型项目，实现互利共赢。 8月22日，市委副书记、市长吴庆文会见了中国石化江苏石油分公司董事长、党委书记胡珣一行。 市委常委、副市长唐晓东，市相关板块和有关部门负责同志参加会见。 胡珣感谢苏州对中国石化发展的大力支持，在简要介绍在苏项目转型发展情况后，他表示，苏州营 商环境优越、创新氛围浓厚，一直是中国石化战略布局的重点区域。中国石化将积极践行央企责任，充 分发挥自身优势，主动对接苏州发展需求，持续深耕地方市场，围绕"油气氢电服"转型探索场景，加快 拓展网点布局，为更好提升民生福祉、助力苏州高质量发展贡献力量。 ...

绿色低碳和数智化转型协同推进。公司环保绩效维持A级，极致能效成果显著，济南钢城基地吨钢综合 能耗同比降低6.2千克标煤；日照基地吨钢综合能耗同比降低21.9千克标煤；组建AI数智部，持续提升 智能制造水平。 成本管控成效显著。上半年，山东钢铁持续深化算账经营，抓实三级成本管控，吨钢可比成本同比下降 65.90元。严控各类费用支出，大力削减固定成本及期间费用；加快重塑采购体系，实施"战略采购+公 开招标"采购策略，持续降低采购成本。 生产效率实现新突破。其中，济南钢城基地高炉稳定向好，型钢、优特钢等产线满负荷生产，优势产能 全面释放，高炉焦比、燃料比持续降低，界面效率大幅提升，各产线日产和月度产量连创新高。日照基 地坚持"以高炉为中心"的生产组织原则，综合研判市场形势和高炉状态，优化调整高炉中修时间，实施 低铁耗冶炼，极致节铁增钢，在铁水资源不足的情况下抢抓机遇提升效益。 市场与产品结构同步优化。公司坚定推进"近地化、终端化、高端化、国际化"战略，近地化销售占比提 升11个百分点，终端直供比例提高8.6个百分点，物流成本显著降低；钢材出口量达64.26万吨，同比增 长3.71%。产品结构持续向高附加值领域延伸， ...

Core Insights - The "Ningdian Ruxiang" project, China's first high-voltage direct current transmission line primarily for renewable energy, has been put into operation, marking a significant step in the country's energy transition [1][2] - The project has a total investment of 28.1 billion yuan and a power transmission capacity of 8 million kilowatts, expected to supply over 36 billion kilowatt-hours annually to Hunan, meeting about one-sixth of the province's electricity demand [2][3] Investment Trends - Energy investment in China is accelerating towards green and new energy, with significant projects underway, and a total investment exceeding 1.5 trillion yuan in key energy projects in the first half of the year, a 21.6% increase year-on-year [2][4] - Investments in renewable energy generation are growing rapidly, with land-based wind power investments in Guangxi and Xinjiang doubling compared to the previous year, and offshore wind investments in Guangdong, Fujian, and Shanghai also seeing significant increases [2][4] Infrastructure Development - The construction of high-voltage transmission lines is becoming a key trend, facilitating the large-scale optimization of clean energy distribution and driving growth in related industries [3][4] - The "Ningdian Ruxiang" project utilizes advanced equipment and technologies, positively impacting the power equipment and construction sectors, demonstrating a dual empowerment effect between the project and the industry [3] Emerging Energy Solutions - The development of new energy systems is crucial, with significant investments in hydrogen energy and energy storage projects, which are expected to alleviate issues related to the integration of high proportions of renewable energy [4] - The market for smart grids, new energy storage, and green hydrogen is anticipated to grow, with ongoing upgrades to existing grid infrastructure and continued investment in cross-regional transmission channels [4]

Core Viewpoint - China XD Electric (601179.SH) continues to operate steadily, benefiting from increased product sales, with a reported revenue of 11.301 billion yuan and a net profit of 598 million yuan for the first half of 2025, reflecting year-on-year growth of 9.23% and 30.08% respectively [1][2][3] Financial Performance - In the first half of 2025, the company achieved a revenue of 11.301 billion yuan, a 9.23% increase year-on-year, and a net profit of 598 million yuan, marking a 30.08% increase [1][2] - The company plans to distribute a cash dividend of 241 million yuan, accounting for 40.27% of its net profit, bringing total dividends since its listing to 4.467 billion yuan [1][3] - As of June 30, 2025, the company's asset-liability ratio stood at 46.47%, with cash reserves of 10.355 billion yuan, providing a strong backing for operational development [1][6] Market Position and Growth - China XD Electric specializes in the research, design, manufacturing, and sales of power transmission and distribution equipment, with a comprehensive product range including high-voltage switches, transformers, and reactors [2][4] - The company has seen a continuous increase in its gross profit margin, rising from 16.42% in 2022 to 21.61% in the first half of 2025 [3] - The company has secured significant contracts, including three major projects with the State Grid totaling approximately 4.474 billion yuan, which represents about 20.2% of its 2024 revenue [3] Research and Development - China XD Electric has invested a total of 1.967 billion yuan in R&D over the past two and a half years, with R&D expenses increasing by 21.23%, 11.25%, and 16.59% year-on-year for 2023, 2024, and the first half of 2025 respectively [5] - The company has established a strong R&D and manufacturing capability, covering the entire industrial chain of power transmission and distribution equipment [5] Regional Performance - In the first half of 2025, domestic revenue accounted for 80.79% of total revenue, while international revenue made up 19.21%, with respective gross profit margins of 23.22% and 14.84% [6]

渤海装备突出主业主责，围绕"改革创新深化年"系统部署新兴产业七大领域20项举措，持续推进传统产 业焕新升级、优势产业巩固提升、新业务新赛道培育发展，多措并举加大清洁热力、清洁电力、氢能、 CCUS、环保、气电等领域高端、智能、绿色装备布局力度，打造企业高质量发展的"第二曲线"。 固体/熔盐储热示范项目有序推进，国内最大规模二氧化碳输送管道完成首批用管保供，二氧化碳密相 泵在油田成功应用……8月10日，记者从渤海装备公司了解到，该公司加快培育新质生产力，推进新兴 产业项目提速运行，累计收入同比增长25%。 渤海装备围绕油田及炼化生产用能清洁替代需求，瞄准油田清洁热力示范项目建设和炼化企业电气化率 提升两个场景，加强低成本固体/熔岩储热技术研究，固体蓄热储能技术在抚顺石化、新疆油田等企业 的示范项目落地，为集团公司绿色低碳转型做好支撑。 渤海装备加快布局CCUS产业链，打造经济型二氧化碳输送管、密相泵、井口及杆管泵等产品，研发出 国内最大壁厚、最大口径超临界二氧化碳输送钢管，并完成CCUS弯管试制，具备了规模化批量生产条 件。研发的CCUS注入和采油井口装置已在现场应用，为油田驱油增产和注入封存提供了绿色安全装 ...

Group 1: Green Belt and Road Initiative - The Green Belt and Road Initiative aims to empower participating countries in their green and low-carbon transformation, emphasizing cooperation in green infrastructure, energy, and transportation [1][2][3] - China has established the largest and fastest-growing renewable energy system globally, contributing to one-fourth of the world's new green area [2][3] - As of June this year, China has signed over 200 cooperation documents with more than 150 countries and 30 international organizations under the Belt and Road Initiative [2][3] Group 2: Ecological Governance and Infrastructure - China integrates ecological protection principles into its infrastructure projects, such as the Karot Hydropower Station in Pakistan and the Mombasa-Nairobi Railway in Kenya, to enhance environmental sustainability [3][4] - The country has made significant progress in ecological governance, improving air and water quality while addressing climate change effectively [4][5] Group 3: Biodiversity and Sustainable Development - The concept of "Green Mountains and Clear Water are as Valuable as Mountains of Gold and Silver" has redefined the value of biodiversity, linking ecological protection with economic development [6][7] - China has implemented a national park system and ecological protection red lines, effectively protecting over 30% of its land area and increasing flagship species populations [7][8] Group 4: Climate Change and International Cooperation - China actively participates in global climate governance, setting ambitious carbon neutrality goals and enhancing its international cooperation efforts [14][19] - The country has established a carbon market that is the largest in the world, promoting green investments and sustainable development [15][16] Group 5: Green Trade and Economic Growth - The export of green technologies and products, such as electric vehicles and solar panels, has significantly increased, contributing to global energy transition [22][23][25] - China's green trade has expanded rapidly, with the "new three items" (electric vehicles, lithium batteries, and photovoltaic products) reaching over one trillion yuan in exports [22][23][26]

Core Viewpoint - The company reported a decline in total revenue and net profit for the first half of 2025, but its energy business showed resilience and growth, indicating a strong development trajectory focused on "environmental protection and energy" themes [1]. Group 1: Financial Performance - The company achieved total revenue of 18.422 billion yuan, a year-on-year decrease of 7.56% [1]. - The net profit attributable to shareholders was 302 million yuan, down 15.96% year-on-year [1]. Group 2: Energy Business Performance - The energy business segment demonstrated robust growth, with the combined heat and power (CHP) business generating revenue of 1.447 billion yuan and net profit of 247 million yuan, surpassing the coal circulation segment's profit contribution [2]. - The company sold 4.2595 million tons of steam, a year-on-year increase of 0.24%, and 157.178 million cubic meters of compressed air, up 11.57% [2]. - The company successfully acquired 100% equity of Huzhou South Taihu Power Technology Co., which will enhance its industry-leading position in the energy sector [2]. Group 3: Coal Trade Performance - The coal circulation business generated revenue of 16.928 billion yuan and net profit of 146 million yuan [3]. - Coal sales volume reached 31.9 million tons, reflecting a year-on-year growth of 14.13%, showcasing the resilience of the coal circulation supply chain [3].