在全球碳中和浪潮下，气候议题成为国际竞争与合作的核心内容。2026年1月1日，欧盟碳边境调节机制 （CBAM）正式实施，这让全球气候治理格局愈发复杂。 面对以CBAM为代表的"碳壁垒"，李菁认为，中国需要采取内外兼修的系统性策略。对内要筑牢两大基 础：一是加快全国碳市场建设，核心是尽快完善钢铁、铝冶炼、水泥等受影响行业纳入碳市场规则，并 探索碳价衔接机制，避免企业双重付费；二是建立获得国际认可的、透明可靠的碳核算体系与产品碳足 迹数据库。 对外需主动博弈与沟通，坚持"共同但有区别的责任"原则，为产业转型争取合理过渡期。 在业界看来，此次挑战也是转化为产业深度脱碳的一个重要契机，"碳壁垒"本质上是绿色竞争力的比 拼，唯有推动产业深度脱碳，才能从根本上掌握主动权。"中国需要大力推动重点行业通过能源替代和 工艺革新降低碳排放强度，努力打造绿色供应链新优势。"李菁说。 安永大中华区ESG可持续发展主管合伙人李菁在接受《中国经营报》记者采访时说，在碳中和议题上， 国际竞争与合作复杂交织，我国参与全球气候治理应对"碳壁垒"的关键在于，以国内绿色低碳系统性转 型的确定性应对国际规则的不确定性，并将外部压力转化为高质量发展动 ...

Core Viewpoint - The CCER methodology is undergoing significant expansion, with a total of 18 methodologies expected by the beginning of 2026, aimed at addressing key gaps in China's Nationally Determined Contributions (NDC) for greenhouse gas emissions reduction [1][4]. Group 1: Methodology Expansion - The Ministry of Ecology and Environment has introduced 12 new CCER methodologies in 2025, focusing on renewable energy utilization, energy efficiency improvements, agricultural waste resource utilization, ecosystem carbon sinks, and non-CO2 greenhouse gas reductions [1][4]. - The highest number of methodologies pertains to forestry carbon sinks (5), followed by the energy sector (4) and fugitive emissions [1]. Group 2: Market Development - Since its launch in January 2024, the voluntary greenhouse gas reduction trading market has seen over 5,700 accounts opened by various stakeholders, with a cumulative transaction volume of 921.94 million tons and a transaction value of 650 million yuan, averaging about 70 yuan per ton [3][7]. - The market is expected to facilitate the registration of projects that will achieve approximately 125 million tons of voluntary greenhouse gas reductions [3][7]. Group 3: New Fields and Incentives - The new methodologies incorporate six new fields into the voluntary reduction trading market, including oil and gas field recovery, ecosystem carbon sinks, agricultural waste resource utilization, renewable energy utilization, energy efficiency improvements, and sulfur hexafluoride reductions [4][5]. - The methodologies are designed to support green technologies and new business models, providing clear revenue expectations and reducing initial application costs for green technologies [5]. Group 4: Data Quality and Management - A comprehensive data quality management system is being established, ensuring reliable data acquisition, storage, and calculation, with mechanisms for cross-verification and internal management by project owners [6]. - The methodologies aim to focus on economically feasible projects, simplifying the development process and allowing for the bundling of smaller projects to reduce costs [6]. Group 5: Future Directions - The Ministry of Ecology and Environment aims to create a transparent, unified, and widely participatory voluntary greenhouse gas reduction trading market that aligns with international standards, contributing to carbon neutrality goals and the development of a green economy [8].

Core Viewpoint - The merger between Sinopec and China Aviation Oil marks a significant move in the energy sector, aiming to create a new giant in "green aviation fuel" while enhancing supply security and low-carbon competitiveness in the aviation industry [1][4]. Group 1: Merger Details - The merger was approved by the State Council on January 8, 2026, positioning Sinopec as the world's largest refining company and China Aviation Oil as Asia's largest aviation fuel service provider [1][2]. - China Aviation Oil has been involved in discussions regarding a merger since October 2025, with Sinopec identified as the potential acquirer of all its assets and operations [2][3]. - The merger is expected to streamline operations by reducing intermediaries and lowering supply costs, creating a strategic complementarity between the two companies [3][4]. Group 2: Market Context - The global aviation industry is experiencing a strong recovery, with aviation fuel demand projected to reach 389 million tons in 2025, a 3.9% increase year-on-year [2]. - By 2040, China's aviation fuel consumption is forecasted to grow from 3,928 million tons in 2024 to 7,500 million tons, highlighting the increasing demand for aviation fuel [3][4]. - The merger aims to enhance the competitiveness of China's aviation fuel sector, which currently faces challenges compared to integrated international oil companies like Shell and ExxonMobil [4][5]. Group 3: Green Transition - The merger is seen as a strategic move to strengthen the sustainable aviation fuel (SAF) industry, which is crucial for reducing carbon emissions in the aviation sector [5][6]. - Sinopec is recognized as a pioneer in SAF production in China, with its products already tested on domestic aircraft, offering a potential for over 50% reduction in carbon emissions compared to traditional aviation fuel [5][6]. - The collaboration between Sinopec and China Aviation Oil is expected to enhance R&D, industrialization, and international trade in SAF, promoting its adoption and continuous improvement [5][6].

Core Viewpoint - The merger between China Petroleum & Chemical Corporation (Sinopec) and China Aviation Oil Group (China Aviation Oil) marks a significant strategic move in the energy sector, aiming to create a new giant in "green aviation fuel" while enhancing fuel supply security for the aviation industry and increasing low-carbon competitiveness in international markets [1][5][7]. Group 1: Merger Details - The merger was approved by the State Council and is seen as a collaboration between the world's largest refining company and Asia's largest aviation fuel service provider [1][3]. - China Aviation Oil is the largest integrated aviation fuel service provider in Asia, while Sinopec is the largest aviation fuel producer in China, covering various sectors including oil and gas, logistics, and aviation [3][4]. - The merger is expected to streamline operations and reduce costs by eliminating intermediaries, thus enhancing the efficiency of the entire supply chain from refining to distribution [4][6]. Group 2: Market Context - The global aviation industry is experiencing a strong recovery, with a projected demand for aviation fuel of 389 million tons in 2025, reflecting a year-on-year increase of 3.9% [3][4]. - By 2040, China's aviation fuel consumption is expected to grow from 39.28 million tons in 2024 to 75 million tons, indicating a significant increase in demand [4][6]. - The merger is a strategic response to the competitive landscape dominated by integrated oil and gas companies like Shell and ExxonMobil, which have established advantages in the aviation fuel market [6][7]. Group 3: Green Transition - The merger is positioned as a critical step towards enhancing the competitiveness of China's aviation fuel industry and promoting green transformation [5][7]. - Sustainable aviation fuel (SAF) is recognized as a key pathway for reducing carbon emissions in the aviation sector, with global SAF consumption projected to reach 1.8 million tons by 2030 [7]. - Sinopec is noted for being one of the first companies in China to produce SAF, which can reduce carbon emissions by over 50% compared to traditional aviation fuel [7][8]. Group 4: Strategic Implications - This merger is part of a broader initiative to optimize the layout of state-owned enterprises and concentrate state capital in critical industries related to national security and economic lifelines [8]. - The restructuring aligns with the strategic goals set forth by the State-owned Assets Supervision and Administration Commission (SASAC) to enhance the core functions and competitiveness of state-owned enterprises [8].

工业领域：绿色制造体系更加健全。截至目前，创建市级绿色工厂105家，市级绿色园区4家，市级绿色 供应链管理企业28家。4个工业领域绿色化改造项目累计降低二氧化碳3.87万吨，减排二氧化硫52.54 吨，减排氮氧化物47.8吨。 齐鲁晚报·齐鲁壹点 连宁燕 自入选国家级减污降碳协同创新试点城市以来，威海市紧密结合本地实际，在扎实推动工业、交通、生 活三大领域"规定动作"的同时，重点突出能源与海洋两大"自选动作"，形成了具有鲜明特色的"2+3"减 污降碳协同创新模式。试点工作两年来，在多个关键领域取得显著成效。 能源领域：绿色低碳转型成果显著。核电、海上风电、海上光伏等8个清洁能源基础设施项目按计划建 设并逐步发挥出非常可观的减排效益。荣成、乳山实现核能供暖，运行成本低，供暖能力高，实现了经 济效益、生态效益、社会效益共赢。 海洋领域：减污固碳能力持续加强。加速海洋碳汇和负排放科技研发，推进全国首个区域性、示范性海 洋碳汇智能管理服务平台项目建设，6家金融机构完成338.7吨蓝碳交易。全球首创的多营养层次综合养 殖模式已推广至14万亩，实现产业增收26%；海洋4个增汇项目共计储碳约31.7万吨。 交通领域：交通运 ...

"青"力出击 挺膺担当 建材青年突击队亮出成绩单 引 言 2025年以来，中国建材集团团委围绕产业链建设方向共组建青年突击队158支，经集团党委同意，命名首批66支"创新型突击队"，集团各级青年聚焦国资 央企功能使命、锚定集团新主业新定位，积极承担科技创新、经营管理、两端发力、智转数改、国际拓展等方面重大项目、重点任务，各级青年突击队迎 难而上、攻坚啃硬，以顽强意志破解"卡脖子"、以创新突破打开新局面、以协同合作展现新作为，不断汇聚青年力量，在"材料强国"的主战场践行青春之 志、展现青春作为。 阿克苏天山"浇筑未来"青年突击队 2025年4月获评中国建材集团"首批创新型青年突击队"。这支由29名28岁以下青年组成的队伍，锚定"创新、发展、绿色、共享"理念，以实干破局、以担 当赋能，成为企业高质量发展的中坚力量。 攻坚生产痛点，以创新提效赋能 突击队搭建"青年技术讨论会"平台，发起"我为新质生产力献一策"活动，3项核心合理化建议落地见效。主导1号磨衬板更换、选粉机管道优化等改造，使 1号磨台产提升至240t/h、电耗降至26.98kwh/t；精准调整2号磨球锻级配，台产达257t/h、电耗降至24.8kwh/t ...

Core Viewpoint - The restructuring of China Petroleum & Chemical Corporation (Sinopec) and China Aviation Oil Group aims to enhance the integration of the aviation fuel industry chain, reduce supply costs, and accelerate the green and low-carbon transformation of aviation energy supply, thereby improving international competitiveness [1][4][8]. Group 1: Industry Growth and Demand - During the 14th Five-Year Plan period, China's aviation fuel demand is expected to grow at an annual rate of approximately 4%, reaching around 50 million tons by 2030 and about 75 million tons by 2040 [3]. Group 2: Innovation and Integration - The merger is expected to facilitate the construction of an innovative system for aviation fuel technology, accelerating the integration of the innovation and industry chains [4][6]. - The restructuring will leverage Sinopec's research and development capabilities in oil products and China Aviation Oil's market supply advantages, promoting the integration of the aviation fuel industry's innovation and supply chains [6]. Group 3: Sustainable Development - The merger will support the high-quality development of sustainable aviation fuel industries and assist the aviation sector in its green and low-carbon transition [8][10]. - Sustainable aviation fuel technology is recognized as a primary route for reducing carbon emissions in the aviation sector, which is one of the most challenging areas for emissions reduction in transportation [8]. - Sinopec is the first company in Asia to have independent research and production capabilities for bio-jet fuel, which will accelerate the research, use, and continuous iteration of sustainable aviation fuel technologies post-restructuring [10][12].

冬日的河南省信阳市淮滨县造船园区塔吊林立，数十艘钢质船和游艇错落排布在紧邻园区的淮河渡 口。当地某造船企业负责人闫尚义的父亲是新中国第一代造船工人，子承父业的闫尚义在"十船三淮 滨"的美誉中长大，随着航运业向绿色低碳转型的步伐加速，他意识到："整体发展要向沿海、水域发达 的船企们靠近。可以造一些高附加值的船，例如电、天然气船只，并且要有出口的船，还有高附加值的 工作艇、执法艇。" 闫尚义在县里的支持下引进人才、技术，瞄准"数字化、网络化、智能化、绿色化"方向，淮滨造船 产业"退滩入园"、加速跃升。眼下，闫尚义的企业正在酝酿又一次的搬家和升级。 闫尚义：转移过去以后，都有先进数控设备、机器、厂房、船东的生活区、生产区，要向发达的船 企靠近。 央广网北京1月9日消息（记者胡晓辉）据中央广播电视总台中国之声《新闻和报纸摘要》报道，中 央经济工作会议提出，要坚持"双碳"引领，推动全面绿色转型。地处淮河主航道的淮滨中心港，是河南 最大的综合性单体内河港口。近年来，当地积极推动传统船舶制造产业向高端化、智能化、绿色化转型 升级。中国之声系列报道《迈向"十五五"的美丽图景·一线见闻》，本期推出：《大船凭风好扬帆》。 如今， ...

航空业二氧化碳排放是交通领域减排最困难的领域，可持续航空燃料技术是公认的主要减排路线。 中国石化与中国航油实施重组，有利于航空燃料科技创新体系建设，加速产业链创新链融合发展。 目前，我国航空燃料产业的研发端、生产端与销售端、应用端分离，在航空燃料迭代升级方面，存在一 定程度的科技与产业脱节。 重组后，可以发挥中国石化的成油品研发技术优势和中国航油的市场供给端先导优势，有效促进我国航 空燃料产业链创新链融合，在加速航油产品提质升级的同时，还可以促进氢能在航空能源领域的研发应 用，为航空燃料产业多元化发展提供了想象空间。 助力航空业绿色低碳转型 中国石化与中国航油实施重组，有利于推动可持续航空燃料产业高质量发展，助力航空业绿色低碳转 型。 转自：北京日报客户端 记者昨天（8日）从国务院国资委获悉，经国务院批准，中国石油化工集团有限公司与中国航空油料集 团有限公司实施重组。中国石化是全球第一大炼油公司和我国第一大航油生产商，中国航油是亚洲最大 的集航空油品采购、运输、储存、检测、销售、加注于一体的航空运输服务保障企业。两家企业重组 后，可发挥航空煤油产业链一体化优势，降低供应成本，加快推动航空能源供应绿色低碳转型， ...

Core Viewpoint - The restructuring of China Petroleum & Chemical Corporation (Sinopec) and China National Aviation Fuel Group Corporation (CNAF) aims to enhance the integration of the aviation fuel industry chain, reduce supply costs, and promote a green and low-carbon transition in aviation energy supply [1][3]. Group 1: Industry Integration and Innovation - The merger will leverage Sinopec's oil product research and development capabilities alongside CNAF's market supply advantages, facilitating the integration of innovation within the aviation fuel industry chain [3]. - Currently, there is a disconnect between the research, production, sales, and application sectors in China's aviation fuel industry, which the restructuring aims to address [1]. Group 2: Green and Low-Carbon Transition - The restructuring is expected to support the high-quality development of sustainable aviation fuel, contributing to the aviation industry's green and low-carbon transition [3][5]. - Sustainable aviation fuel technology is recognized as a key pathway for reducing carbon emissions in the aviation sector, which faces significant challenges in emission reductions [3]. Group 3: Sustainable Aviation Fuel Development - Sinopec is the first company in Asia to develop and commercialize bio-jet fuel production technology, and the restructuring will accelerate the research, usage, and iteration of sustainable aviation fuel technologies [5]. - The global sustainable aviation fuel consumption is projected to reach 6 million tons by 2025 and 18 million tons by 2030, highlighting the growing demand for such fuels [7].