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40万亿+,创纪录
He Xun Wang· 2025-06-09 14:28
和讯财经研究院近日发布《中国绿色金融发展月报(2025年5月)》,系统梳理当前我国绿色金融的政策进展、市场运行和创新实践。报告显示,中国绿 色金融体系持续深化,地方试点加速落地,市场规模稳步扩张,创新产品不断涌现,为"双碳"目标提供强劲金融支撑。 政策频出,地方试点密集落地 2025年前五个月,绿色金融政策密集出台,中央顶层设计与地方探索协同推进,多层次绿色金融体系加速成型。 上海构建"1+N+X"绿色金融组织架构,江苏围绕八大高碳行业推出"1+N+N"转型金融支持目录。北京、陕西、厦门等地分别在绿色产业布局、气候投融 资、ESG建设及蓝碳经济等领域推出专项方案,地方试点创新活跃。 国家层面,国家发改委发布新版《绿色技术推广目录》,涵盖112项低碳技术;证监会与国家金融监管总局联合发文,明确绿色金融产品的创新路径;国 务院常务会议通过《制造业绿色低碳发展行动方案》,引导传统制造向绿色转型。 在国际合作方面,中国在伦敦证券交易所成功发行60亿元绿色主权债券,利率低于市场平均水平,显示出国际资本市场对中国绿色资产的高度认可。 市场扩容,债贷齐头并进 数据显示,2025年前5个月我国绿色金融市场延续高景气度。绿色债 ...
能源转型大考,施耐德电气交卷!
Sou Hu Cai Jing· 2025-06-09 11:54
Core Insights - The Schneider Electric Innovation Summit 2025, themed "Co-creation, Win-win, Co-existence," highlights the rapid development of the renewable energy industry and the challenges faced in transitioning to a new power system driven by carbon neutrality goals [2] Group 1: Technological Advancements - Schneider Electric emphasizes breakthroughs in electrification and digitalization to enhance the reliability of electrical equipment, utilizing a three-layer technical architecture for proactive and preventive operations [2] - The new generation of medium-voltage smart vacuum circuit breakers, EvoPacT HVX, and various digital software products optimize energy dispatch and improve efficiency through AI algorithms [4] - The company has established five R&D centers and AI innovation labs in China to enhance local product development and respond to market needs [6] Group 2: Sustainability Initiatives - Schneider Electric integrates sustainable development into its core practices, promoting technologies like microgrid collaboration to increase the share of green electricity and assist clients in reducing costs and enhancing efficiency [7] - The company aims for carbon neutrality in operations by 2025, zero-carbon readiness by 2030, and net-zero emissions across the entire value chain by 2050 [7] - As of Q4 2024, sustainable impact revenue accounted for 74% of total global revenue, helping clients save and reduce 679 million tons of carbon emissions [7] Group 3: Collaborative Ecosystem - Schneider Electric's "Co-creation, Win-win, Co-existence" philosophy fosters a diversified ecosystem of cooperation, enhancing innovation and market expansion through partnerships [8] - The company promotes healthy competition and effective management to avoid negative competition, ensuring a collaborative market environment for all participants [9] - Schneider Electric is committed to growing alongside its partners, aiming to build a prosperous and symbiotic industry ecosystem [9]
北京保险行业协会会长陈志强:创新驱动 服务首都,共绘保险业高质量发展新蓝图
清华金融评论· 2025-06-09 11:13
2025年6月6日,第二届"保险家论道"研讨会暨中国保险竞争力排行榜发布会在北京成功举 办。本次研讨会由清华大学五道口金融学院《清华金融评论》编辑部主办,会议主题 为:"保险服务中国式现代化"。会议上,多位来自国内保险领域的顶尖学者和资深从业 者,围绕保险行业如何做好五篇大文章,推动经济高质量发展等话题进行交流探讨。现场 座无虚席,受到社会各界人士的广泛关注。 北京保险行业协会会长陈志强以《"创新驱 动,服务首都"——共绘保险业高质量发展新蓝图》为题做主题演讲。 陈志强 提出,面对中国式现代化进程中的新机遇与新使命,北京保险业要在"创新驱动、服 务首都"的实践中走在前列、作出示范。他表示,北京保险业将持续夯实风险治理体系,强 化"自律+监管+科技"三位一体机制,提升行业韧性与风险防控能力;深化产品与制度创新, 探索绿色保险、科技保险、长期护理保险等新兴领域,推动"商保+社保"融合;服务国家重大 战略与首都民生保障,不断拓展在城市治理、防灾减灾、普惠保障等方面的应用场景;并加 快金融科技转型,赋能保险服务提质增效。此外,北京还将积极推动区域协同与政策创新, 建设"保险+社会治理"新模式,努力打造具有首都特色的高 ...
40万亿+,创纪录!
和讯· 2025-06-09 10:40
Core Viewpoint - The report highlights the continuous deepening of China's green finance system, with local pilot projects accelerating, market scale steadily expanding, and innovative products emerging, providing strong financial support for the "dual carbon" goals [1]. Group 1: Policy Dynamics - In the first five months of 2025, numerous green finance policies were introduced, with central and local efforts working in tandem to accelerate the formation of a multi-level green finance system [2]. - Shanghai has established a "1+N+X" green finance organizational structure, while Jiangsu has launched a "1+N+N" transformation financial support directory targeting eight high-carbon industries [2]. - The National Development and Reform Commission released a new version of the "Green Technology Promotion Directory," covering 112 low-carbon technologies [2]. - China successfully issued 6 billion yuan in green sovereign bonds on the London Stock Exchange, indicating strong international market recognition of Chinese green assets [2]. Group 2: Market Data - In the first five months of 2025, China's green finance market maintained high activity levels, with 236 new green bonds issued, totaling 411.03 billion yuan [3]. - The balance of green loans reached 40.61 trillion yuan by the end of March 2025, reflecting a year-on-year growth of 34.2% [3]. - The national carbon market saw a trading volume of 22.74 million tons and a transaction value of 1.751 billion yuan from January to May [4]. Group 3: Innovation and Product Diversification - In May 2025, several innovative green finance products were launched, including the first "green + rural revitalization + dual basin" labeled bond [5]. - Agricultural Development Bank introduced the "twin green bond" mechanism, exploring market comparisons between green and ordinary bonds [5]. - Industrial and Commercial Bank launched a multi-currency carbon-neutral offshore bond, focusing on clean transportation and renewable energy projects [5]. Group 4: Outlook - Green finance is becoming a key engine for high-quality economic development, with expectations for further advancements in climate investment and financing trials, unified ESG standards, and continuous industrialization of green technologies [6][7].
绿电直连政策创新:重塑电力系统生态,赋能双碳目标攻坚
绿电直连 政策创新: 重塑电力系统生态,赋能双碳目标攻坚 近日, 国家发展改革委、 国家能源局 联合 印发《 关于有序推动绿电直连发展有关事项的 通知》 文件 (以下简称 "文件"),以电力体制改革思维破解高比例新能源消纳难题,为加快构建新型电 力系统、加速实现"双碳"目标提供了精准政策工具。 一、突破传统电网架构模式,构建源荷直连的电力新生态 从 "网为枢纽"到"源荷协同"的范式转型。 传统电力系统依赖 "源-网-荷"三级架构,电站型电源 需经公共电网中转后供电用户,这是由传统电源技术模式所决定的,远离负荷中心的电源通过升压 接入电网、经电网传输后再降压供电是科学的。但这种模式在保障系统安全运行的同时,也导致了 电网投资的增加与调度压力的累积。随着新能源技术与智能电网技术的成熟,新能源与负荷集群的 空间耦合度显著提升,新能源直连也不再有技术障碍。文件明确允许新能源直连用户,这一突破能 防止因电网环节的容量限制对新能源发电和用户用电需求形成双向制约,从而提升新能源的消纳率 ,也能 通过直连缩短电力流路径,有效降低网损。 新型电力系统重塑结构的关键突破。 文件打破 "电站型电源必须并网"的传统思维束缚,建立"绿 ...
【行业深度】一文洞察2025年中国循环经济行业发展前景及投资趋势研究报告
Sou Hu Cai Jing· 2025-06-09 02:37
内容概况:中国循环经济行业正处于全面建设与高质量发展阶段,2024年,中国循环经济行业市场规模为46366亿元,同比增长13.71%。国家层面,《"十 四五"循环经济发展规划》明确提出到2025年资源循环利用产业产值达5万亿元的目标,并配套出台《关于加快构建废弃物循环利用体系的意见》等政策文 件,从税收优惠、财政补贴到产业准入标准,构建起全链条支持框架。技术层面,AI分拣系统、区块链溯源平台的应用,使回收成本降低40%,分拣精度提 升至95%以上。在加工环节,生物冶金、高温分解等技术突破,推动钢渣微粉替代水泥熟料比例达30%,磷石膏制硫酸年产能达60万吨。尽管行业规模持续 扩大,但技术瓶颈仍待突破,如芯片级稀土提取等高端技术仍依赖进口。此外,低值可回收物如废玻璃、废旧纺织品回收率不足30%,需政策补贴驱动。未 来,随着"双碳"目标推进,再生资源产业将加速融入全球供应链,中国资环集团等龙头企业已布局东南亚、欧洲市场,参与国际资源循环体系构建。 关键词:循环经济、循环经济市场规模、循环经济行业现状、循环经济发展趋势 一、行业概述 循环经济是一种以资源高效利用和循环利用为核心,通过模拟自然生态系统的物质循环和能量流 ...
转型金融驱动碳密集产业减排面临的挑战与引导路径
Jin Rong Shi Bao· 2025-06-09 01:40
Core Viewpoint - Transition finance is essential for supporting high carbon-emission industries in their shift towards low-carbon and zero-carbon operations, aligning with China's dual carbon goals [1][2][3] Group 1: Transition Finance Overview - Transition finance specifically targets financing support for industries with clear transition paths and significant emission reduction benefits, facilitating the shift from "brown" to "green" economic activities [1][2] - The People's Bank of China has introduced innovative financial products such as carbon reduction support tools and transition bonds to channel financial resources into sectors with substantial carbon reduction potential [2][3] Group 2: Goals and Effects of Transition Finance - Transition finance aims to drive the low-carbon transformation of carbon-intensive industries, which is crucial for achieving China's carbon peak and carbon neutrality goals [3] - Approximately 140 trillion yuan is projected to be needed for direct investment to achieve carbon neutrality in China, highlighting the significant financial demand for low-carbon transitions [3] Group 3: Challenges Faced by Transition Finance - The current institutional framework for transition finance in China is not fully developed, lacking a unified national standard, which complicates the identification of genuine transition efforts [10] - There is a fragmented carbon accounting system, leading to difficulties in accurately assessing the effectiveness of transition finance, which hampers its progress [11][12] - The mismatch between the structure of transition finance products and the long-term needs of carbon-intensive industries creates challenges in providing adequate financial support [13] Group 4: Recommendations for Transition Finance - It is recommended to enhance the institutional framework for transition finance, ensuring that financial institutions can effectively support low-carbon transitions in carbon-intensive sectors [16] - Improving information disclosure standards for both enterprises and financial institutions is crucial to enhance transparency and accountability in transition finance [17][18] - Developing a diverse range of transition finance products tailored to the specific needs and timelines of carbon-intensive industries is essential for effective financial support [19]
国网新疆电力加强电网建设与生态保护协同推进
Zhong Guo Dian Li Bao· 2025-06-09 01:05
Core Viewpoint - The construction of ultra-high voltage power grids in Xinjiang is crucial for supporting the integration and long-distance transmission of renewable energy, contributing to China's dual carbon goals and environmental protection efforts [2][3][4]. Group 1: Renewable Energy Development - Xinjiang has accelerated the construction of renewable energy bases, with major projects in Hami, Changji, and Urumqi, leading to the establishment of multiple million-kilowatt wind and solar projects [2]. - By 2025, Xinjiang plans to build and continue 41 ultra-high voltage projects, a 50% increase from 2024, marking a historic high in power grid construction [2]. - As of now, Xinjiang has built 31 750 kV substations and 92 transmission lines, totaling 12,705 kilometers, making it the province with the most 750 kV substations and longest lines in China [2]. Group 2: Energy Transmission and Environmental Impact - Since the launch of "Xinjiang Power Transmission" in 2010, several ultra-high voltage direct current transmission projects have been completed, significantly supporting national energy resource optimization and carbon reduction goals [2]. - In the first quarter of 2025, the electricity transmitted from Xinjiang reached 32.4 billion kilowatt-hours, a 13% year-on-year increase, with renewable energy accounting for 24% of this total [3]. - The upcoming Hami-Chongqing ±800 kV transmission project is expected to deliver 36 billion kilowatt-hours annually, with over 18 billion kilowatt-hours sourced from wind and solar, reducing coal consumption by 6 million tons and CO2 emissions by 1.65 million tons [2]. Group 3: Ecological Protection Measures - The construction of the ultra-high voltage grid in Xinjiang is designed to prioritize ecological protection, with measures taken to minimize environmental impact during the construction process [4][5]. - Detailed ecological surveys and the use of remote sensing and big data technologies have been employed to create tailored ecological protection and restoration plans for various projects [5]. - Innovative techniques, such as using biodegradable materials for sand fixation and protective measures for rare species, have been implemented to ensure the preservation of local ecosystems during construction [5][6].
绿证激发长三角绿色消费新活力
Zhong Guo Dian Li Bao· 2025-06-09 00:26
Core Viewpoint - The event "Green Certificate: Smoothly Navigating China and Moving Towards the World" aims to promote the widespread application of renewable energy green power certificates (referred to as "green certificates") in the Yangtze River Delta region, supporting the construction of a green power consumption system and contributing to regional green, low-carbon, and high-quality development [1][2]. Group 1: Event Overview - The event was held at the third Carbon Expo in Shanghai, attended by over 200 guests, including representatives from various energy and regulatory bodies [1]. - The initiative is part of a broader effort to implement the national "dual carbon" goals and accelerate the green transition in the Yangtze River Delta, a key area for high-quality economic development in China [1][2]. Group 2: Green Certificate Market Development - The Yangtze River Delta region leads the nation in green power consumption scale and has pioneered innovations in green certificate trading mechanisms [2]. - In the first five months of the year, China issued a total of 1.093 billion green certificates, with a trading volume of 289 million certificates, representing a year-on-year increase of 490% [2][3]. - The number of participating trading entities reached 96,000, covering all 34 provincial-level administrative regions, indicating a growing acceptance of green power consumption [2]. Group 3: Corporate Participation and Commitment - Major companies such as BMW Brilliance, Alibaba Cloud, BASF, and China Resources Power shared their experiences in green power consumption during the event [5]. - Representatives from the Yangtze River Delta region's power generation and consumption sectors expressed intentions to purchase 20 million green certificates, with commitments to increase green power consumption significantly over the next three years [5]. Group 4: Technological Advancements - The Beijing Electric Power Trading Center launched the Green Power Trading Platform 2.0, enhancing user experience through optimized processes and improved system performance [4]. - The new platform incorporates artificial intelligence technology to increase transaction efficiency and transparency, providing a more convenient trading service for users [4].
踔厉奋发新征程丨新职业展现新活力
Group 1: New Occupations and Trends - The Ministry of Human Resources and Social Security announced the addition of 17 new occupations, including drone flight planners and generative AI system testers, reflecting ongoing technological and social changes in labor division [3] - Since 2019, the Ministry has released six batches of 93 new occupations, indicating a growing trend in job creation driven by technological advancements and market demands [3][6] - New occupations are primarily emerging in sectors such as emerging industries, green and low-carbon initiatives, and modern services, showcasing the characteristics of digitalization and sustainability [3][4] Group 2: Robotics and Automation - The demand for service robots has increased significantly, with applications in various industries such as hotels, schools, and transportation, driven by the digital transformation across sectors [4][5] - The role of service robot application technicians has emerged as a new profession, focusing on optimizing and managing robot functionalities in real-world applications [4][5] - The workforce in this field has expanded, with one technician's team growing from 5 to 15 members since 2020, highlighting the increasing demand for skilled labor in robotics [5] Group 3: Green Jobs and Environmental Protection - New green occupations have emerged in response to China's shift towards high-quality development and sustainability, including roles in wetland protection and energy efficiency consulting [9][10] - The classification of green jobs in the 2022 version of the occupational classification standard reflects the commitment to achieving carbon neutrality and ecological conservation [9][11] - The demand for professionals in environmental protection and energy efficiency is expected to grow as urbanization and ecological awareness increase [11] Group 4: Cultural and Creative Industries - The rise of cultural and creative occupations, such as cultural product planning and operation, is driven by consumer demand for unique and culturally rich products [12][13] - The profession of cultural product planning and operation has gained traction, with a focus on integrating cultural elements into marketable products, particularly appealing to younger consumers [14][15] - The cross-disciplinary nature of this field allows for innovation and expansion, as professionals collaborate with various sectors like technology and tourism to enhance product offerings [15]