作为国家低碳试点城市和长三角重要生态屏障，衢州长期面临产业结构偏重与生态保护的双重压力，如 何在保障经济发展的同时实现低碳转型，成为亟待破解的课题。2020年我国"双碳"目标明确后，衢州跳 出传统减排思路，借鉴银行账户管理理念，在全国首创覆盖工业、农业、能源、建筑、交通、居民生活 和林业碳汇七大领域的碳账户体系，用数字化手段破解了"碳底数不清、减排成效难量化"的全球共性难 题。"原来看不见的碳排放，变得像银行账户中的存款一样可记、可查、可管控。"衢州市发改委副主任 刘红飞说。 本报讯 （记者 方利军 郑菁菁 通讯员 高琼） 12月23日，《衢州市碳账户建设和应用条例》（以下简称 《条例》）经浙江省十四届人大常委会第二十一次会议批准，将于2026年5月1日起正式施行。这是全国 首部聚焦碳账户体系建设的专项法规，标志着我国碳管理领域迎来"法治化+数字化"融合创新的重要突 破。 中国法学会行政法学研究会理事、浙江大学立法研究院常务副院长余军表示，衢州在全国率先将碳账户 体系建设纳入法治框架，为我国"双碳"法治体系建设贡献了地方智慧和制度创新。 （来源：衢州日报） 转自：衢州日报 ...

"十四五"收官之年，中国汽车行业3个3000万辆令人振奋！ 今年10月，一汽-大众迎来第3000万辆整车下线；截至11月，我国汽车产销全年双双突破3100万辆，同比增长均超10%；12月，长安汽车第3000万辆中国 品牌汽车下线。这足以证明，在中国这一兼具活力和潜力的市场，无论是合资企业还是中国品牌，都能持续发展壮大，实现价值提升。 技术创新领域同样捷报频传。今年以来，全固态电池研发取得关键进展，多家整车企业、电池企业明确落地时间表，产业化前景广阔。智能网联汽车也发 展迅猛。前三季度，具备组合驾驶辅助功能的乘用车新车渗透率已达64%，首批L3级有条件自动驾驶车型获得准入许可。 不过，我们也要认识到，在市场、技术高歌猛进之时，新旧动能转换也催生了诸多矛盾，如行业内"价格战""口水战"等非理性竞争时有发生，行业利润率 连年下滑。更为严峻的是，"内卷式"竞争问题在汽车产业存留已久，长此以往不仅侵蚀企业研发投入能力，更可能损害品牌长期价值，影响产业可持续发 展。 鲜花与荆棘交织，在"十五五"规划开局的关键节点，中国汽车产业必须尽快明确发展方向。日前召开的中央经济工作会议，部署了8项重点任务，其中有6 项与汽车业息息相 ...

化工板块今日（12月23日）继续上攻！反映化工板块整体走势的化工ETF（516020）早盘短暂低位震荡 后迅速拉升，盘中场内价格最高涨幅达到1.33%，午后略有回落，截至收盘，涨0.48%。 成份股方面，锂电大面积爆发、氟化工、磷化工等板块部分个股亦表现亮眼。截至收盘，多氟多涨停， 天赐材料飙涨9.37%，恩捷股份、新宙邦双双大涨超5%，宏达股份涨超3%。 | 应号 证券代码 证券简称 | 区间涨跌幅 | | | --- | --- | --- | | | [区间首日] 2025-01-01 | | | | [区间尾日] 2025-12-23 | | | | [单位] % | | | :: 1 000813.CSI 细分化工 | | 34.2733 | | :: 2 000300.SH 沪深300 | | 17.4292 | | :: 3 000001.SH 上证指数 | | 16.9527 | 注：统计区间为2025年1月1日至2025年12月23日，细分化工指数近5个完整年度的涨跌幅为：2020年， 51.68%；2021年，15.72%；2022年，-26.87%；2023年，-23.17%；2024年 ...

开工仪式上，国能成都金堂发电有限公司党委副书记、总经理李洁向推动项目落地的各级部门和参建方表达感谢。他表 示，该项目是金堂电厂积极践行国家"双碳"目标、推动循环经济发展的标志性工程。金堂电厂将统筹资源、严格管理，与各方 携手共进，将本项目打造为成都市绿色发展的示范工程、民心工程，助力区域生态环境改善和能源结构优化。 国能龙源环保党委书记、董事长杨艳春在致辞中表示，作为国家能源集团在固废综合处理领域重点打造的全国性3.0版本升 级项目，该项目不仅是一项重大的环保基础设施工程，更是推动区域环保产业升级、培育新质生产力的重要载体。希望参建各 方共同努力，以更高标准、更严要求抓好项目工期进度、安全生产、质量管理等关键环节，确保项目早日竣工交付，为区域经 济注入活力。 本报讯 （记者蒙婷婷）12月22日，由国能龙源环保有限公司（以下简称"国能龙源环保"）主导实施、中建环能科技股份有 限公司（以下简称"中建环能"）具体承建的重点合作项目——国能（成都金堂）龙源环保火电协同污泥资源化利用项目开工在 四川金堂经开区顺利举行。四川金堂经开区（成阿工业园区）党工委副书记、管委会主任、四川金堂县政府党组成员苏浩宇出 席仪式并宣布项 ...

Group 1: Business Overview - The company focuses on providing advanced system solutions and lifecycle services in the energy and power sectors, with products including compressors and heat exchangers, covering a temperature range of -271℃ to 200℃ [3] - Key product types include screw compressors, centrifugal compressors, absorption chillers, piston compressors, and industrial heat pumps, among others [3] Group 2: Revenue and Market Performance - The low-temperature refrigeration segment experienced a slight decline in revenue in the first three quarters, with a decreasing rate of decline each quarter; however, the special air conditioning and thermal management segments showed year-on-year growth [4] - The company’s joint venture, Yantai Modern Ice Wheel Heavy Industry Co., Ltd., is expected to generate over 700 million in revenue in 2024, driven by strong market demand [8] Group 3: Data Center Applications - The company’s subsidiaries provide cooling equipment for data centers, including Dunham-Bush, which has a 131-year history and offers products like variable frequency centrifugal chillers [4][6] - Successful domestic projects include major data centers for national supercomputing and telecommunications companies, while international projects span North America, Australia, Southeast Asia, and the Middle East [4] Group 4: Nuclear Power Sector - The company is actively involved in the nuclear power sector, focusing on core applications such as nuclear island cooling and heat recovery, with innovative technologies developed for safe and efficient operation [6][7] - Recent projects include serving multiple nuclear power stations across China and winning contracts for floating small reactor cooling systems [7] Group 5: Thermal Management and Energy Recovery - The company’s thermal management segment is aligned with carbon neutrality policies, offering a full range of industrial heat pump services [8] - The subsidiary Beijing Huayuan Taima has been recognized as a national-level specialized "little giant" enterprise, holding 96 patents and 33 software copyrights [8] - Technologies developed include absorption heat exchangers and waste heat recovery systems, which are crucial for reducing energy consumption and carbon emissions in high-energy industries [8]

想要在行业"无人区"主导制定第一份国家标准，需要长期的理论探索与深耕实践。近年来，日日顺供应 链将绿色低碳理念贯穿于供应链全流程，打造了涵盖仓储、运输、包装等环节的绿色运营体系。在仓储 环节，其规模化应用的"黑灯作业"智能仓库，通过24小时无人化操作显著降低能耗。在运输环节，构建 以新能源重卡为主的绿色运力网络，年均可减少约1500吨碳排放。在包装环节，创新推出的循环包装解 决方案，有效缓解传统纸箱堆积难题，并降低废弃物处理成本。这些系统性、可复制的低碳实践，为行 业碳排放管理提供了实证依据。 国家"双碳"目标各行各业都在推进，物流行业迫切需要有一套科学管碳、智能减碳的国家标准。由日日 顺供应链牵头的该国家标准，以数字化为核心路径，明确了从排放源识别、数据采集、数字化管理流程 到管理保障的全链条管理框架，覆盖运输、仓储、包装等关键环节，为企业构建统一、透明、可追溯的 温室气体排放数据的数字化管理提供了科学指引。 近日，由日日顺供应链牵头制定的国家标准《物流企业温室气体排放数据的数字化管理指南》正式发 布。据了解，该标准由全国物流信息管理标准化技术委员会（SAC/TC 267）与全国碳排放管理标准化 技术委员会 ...

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The Chinese liquor industry is expected to face challenges in the next five years due to demographic changes, technological advancements, and internal adjustments, necessitating a shift from scale expansion to structural optimization [1] - The liquor distribution sector is transitioning from traditional inventory models to user operation and instant retail, with companies like 1919 leading the way by building over 100,000 pre-positioned warehouses [2] - The collaboration between liquor companies and new energy giants aims to reduce high energy costs in production and align with carbon neutrality goals, indicating a trend towards sustainability in the industry [5] - The introduction of e-commerce tax regulations is expected to create a more equitable market environment, benefiting compliant businesses while phasing out non-compliant ones [6] - The industry is witnessing a shift from profit based on price differences to a focus on service capabilities, emphasizing the importance of user engagement and data operations [7] Industry Trends - The liquor industry is projected to grow through three main variables: demographic changes, deepening technological revolutions, and internal adjustments, with a focus on value creation and AI-driven transformations [1] - The transition to instant retail is characterized by the development of core capabilities such as brand management, online customer acquisition, and supply chain efficiency [2] - The success of cross-industry products, like soda water, highlights the need for differentiated offerings in a market facing high inventory and slow sales [5] - The integration of new energy technologies in liquor production aims to lower costs and enhance sustainability, responding to both market pressures and environmental goals [5] - The e-commerce tax reform is set to regulate online sales, promoting fair competition and encouraging a shift from price wars to value-based competition [6] - The traditional liquor retail model is evolving, with a focus on service and user experience becoming critical for survival in a competitive landscape [7] Top Brand News - 1919 is leading the liquor distribution transformation by implementing a "center store + pre-positioned warehouse" model, aiming to enhance local service efficiency [2] - The launch of low-alcohol products like the 38-degree Guojiao 1573 has positioned it as a market leader, reflecting a growing consumer preference for healthier drinking options [16] - The collaboration between Guojiao 1573 and the Australian Open showcases the brand's commitment to cultural resonance and global outreach [19] - The introduction of new products by brands like JunTai emphasizes the importance of aligning with consumer trends in both everyday celebrations and high-end collections [22]

Core Viewpoint - The 22nd China International Financial Forum was held in Shanghai, focusing on building an intelligent financial ecosystem in the digital economy era [1][5]. Group 1: Company Overview - East Asia Bank (China) Limited was established in Hong Kong in 1918 and opened its first branch in Shanghai in 1920. It became one of the first foreign banks approved to register in mainland China in 2007, currently operating 29 primary branches across 38 cities in mainland China, ranking among the leading foreign banks in the region [3][7]. Group 2: ESG and Sustainability Initiatives - East Asia Bank actively aligns with the group's ESG strategy and China's dual carbon goals, announcing a net-zero target to achieve operational net-zero by 2030 and financing net-zero by 2050. The bank is focused on promoting green and sustainable finance, directing credit resources towards green low-carbon projects to facilitate corporate transitions to green and low-carbon practices [3][4][7]. Group 3: Green Finance Growth - Since the end of 2020, the proportion of East Asia Bank's green finance-related business increased from 8.1% to 20% of total corporate loans by October of this year, with expectations for further growth. Key investment areas include the new energy vehicle sector (27%), followed by renewable energy sectors such as wind and solar (18%), along with green buildings, wastewater treatment, and transportation [4][7].

证券时报·e公司记者获悉，12月22日，国能（成都金堂）龙源环保火电协同污泥资源化利用项目（下 称"火电协同污泥资源化项目"）在四川金堂经开区正式开工。项目由国能龙源环保主导实施，中建环能 （300425）具体承建。按照规划，该项目系践行"双碳"目标、推动循环经济发展的生动实践，将致力于 打造成为西南地区污泥低温干化协同燃煤电厂掺烧的示范工程。 据了解，火电协同污泥资源化项目采用"热泵低温带式高效干化+电厂燃煤锅炉耦合掺烧"核心工艺，建 设日处理500吨、年处理16万吨的污泥干化处理设施，通过"污泥干化—焚烧发电—灰渣利用"全链条资 源化模式，真正实现污泥"变废为宝"。项目全面投运后，将显著提升区域污泥无害化、减量化、资源化 处置能力，有效缓解传统填埋与焚烧带来的环境压力，为成都市"无废城市"建设提供强有力的技术支撑 和工程示范。 资料显示，中建环能主要从事环境治理、离心分离机械等业务。围绕环境治理领域，公司在厂网河湖整 体网联、城镇污水高效处理、污泥低碳干化焚烧、钢铁煤炭废水回用等场景有深厚的积累。 国能龙源环保董事长杨艳春指出，作为国家能源集团在固废综合处理领域重点打造的全国性3.0版本升 级项目，该项目 ...

Group 1 - The central economic work conference emphasizes the importance of "dual carbon" goals, guiding the financial industry towards a comprehensive green transformation [1] - Trust companies and leasing companies are identified as key players in supporting green transformation, leveraging their unique advantages [1][2] - In 2024, trust companies will focus on green low-carbon industries, with significant investments in infrastructure green upgrades (59.39 billion) and energy green low-carbon transition (52.00 billion), accounting for 32.60% and 28.55% of their total investments respectively [2] Group 2 - Leasing companies are actively developing green finance strategies, focusing on clean energy sectors such as wind, solar, and hydropower, with companies like Hebei Jinzheng holding nearly 800 distributed solar power stations [3] - Trust and leasing companies are also involved in biodiversity protection and pollution control, with a total of 19 green charitable trusts registered, amounting to 19.46 million, targeting environmental protection and green rural construction [3][4] - Companies like Northern Trust and Xingye Jinzheng are establishing green charitable trusts and financing solutions to support biodiversity and pollution reduction efforts [4] Group 3 - Differentiated development is crucial for non-bank financial institutions like trust and leasing companies to promote high-quality green finance [5] - Companies are encouraged to leverage regional characteristics and focus on their core strengths to implement targeted green finance strategies [5][6] - For instance, Hebei Jinzheng plans to develop distributed solar business and independent energy storage equipment leasing in the Beijing-Tianjin-Hebei region [6] Group 4 - Trust companies with energy-related backgrounds are utilizing their resources to support green asset securitization and green industry funds, enhancing their market capabilities [7] - National Grid Leasing aims to optimize cooperation models for pumped storage projects, focusing on energy-saving upgrades and smart grid construction [7]