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国家级零碳园区申报开启!科学配置储能,鼓励参与电力市场
Core Viewpoint - The article discusses the launch of a national-level zero-carbon park application process by the National Development and Reform Commission, the Ministry of Industry and Information Technology, and the National Energy Administration, emphasizing the importance of transitioning to renewable energy and reducing carbon emissions in industrial parks [1][8]. Group 1: Key Tasks for Zero-Carbon Park Construction - Accelerate the transformation of energy use structure by enhancing the development and utilization of renewable energy in parks and surrounding areas, supporting the matching of parks with non-fossil energy generation resources, and promoting green electricity supply models [9][10]. - Promote energy conservation and carbon reduction by establishing energy and carbon emission management systems, conducting energy efficiency assessments, and encouraging the construction of ultra-efficient and zero-carbon factories [10][11]. - Optimize the industrial structure of parks by developing low-energy, low-pollution, and high-value-added emerging industries, and exploring green energy manufacturing [10][12]. Group 2: Support and Funding Measures - The National Development and Reform Commission will utilize existing funding channels to support zero-carbon park construction, encouraging local governments to provide financial backing through special bonds and long-term credit support from policy banks [6][13]. - Support for enterprises to issue bonds for zero-carbon park construction and the introduction of external talent and technology for energy-saving and carbon reduction initiatives [6][13]. Group 3: Basic Conditions for Application - The construction entity for national-level zero-carbon parks must be a provincial-level or above development zone, with the possibility of including newly established emerging industrial parks or high-tech parks [3][20]. - The application can cover the entire park or a "park within a park" model, requiring clear boundaries and management responsibilities [3][20]. - Parks must have a certain foundation in energy consumption and carbon emission statistics, and must not have experienced major safety or environmental incidents in the past three years [4][5][20]. Group 4: Evaluation and Implementation - After the construction period, provincial development and reform commissions will conduct self-assessments, and those meeting requirements will undergo evaluations by the National Development and Reform Commission to officially become national-level zero-carbon parks [5][15]. - The article outlines a structured approach for the application process, including the need for comprehensive feasibility analysis and economic, environmental, and social benefit assessments [15][22]. Group 5: Indicators for Zero-Carbon Parks - Core indicators include a unit energy consumption carbon emission target of ≤0.2 tons per ton of standard coal for parks with an annual energy consumption of 20-100 million tons, and ≤0.3 tons for those with ≥100 million tons [28][30]. - Guiding indicators include a clean energy consumption ratio of ≥90% and an industrial solid waste comprehensive utilization rate of ≥80% [28][30].
爱迪特(301580) - 301580爱迪特投资者关系管理信息20250703
2025-07-04 00:32
Group 1: Market Strategy and Customer Engagement - The company focuses on large, fast-growing regional markets to enhance market penetration and meet customer needs [1] - A strategy for developing major clients involves a lengthy process of 6-12 months due to complex decision-making and high standards for product quality [3] - The company has established stable partnerships with leading clients in various regional markets, supported by a mature customer development and service management system [3] Group 2: Product Development and Innovation - The company’s product matrix is continuously enriched, with competitors showing different product combinations [4] - The newly launched 3D printing products, such as the F1 and P1 models, offer significant advantages including high-speed printing and automated processes [5] - The 3D printing system has received FDA certification for permanent restoration materials, indicating strong market acceptance [5] Group 3: Domestic Market Outlook - Despite a temporary slowdown in domestic market growth, the company remains optimistic about overall operations, with value clients willing to invest in digital transformation [6] - Key performance indicators such as customer penetration rate and single-client purchase amounts are showing healthy growth [6] Group 4: Smart Park Construction - The company is committed to building a "zero-carbon park" equipped with photovoltaic facilities and smart logistics management [8] - The park will feature automated production processes to enhance operational efficiency [8] Group 5: Shareholder Relations - Currently, major shareholders holding over 5% have not applied for share reduction, and the company is focused on sustainable development and shareholder communication [8] Group 6: Application of Zirconia Powder - The zirconia powder produced by Jingdezhen Wanwei can be applied in various industries, including electronics and biomedicine, with potential in solid-state batteries [9]
零碳园区迎建设热潮,项目落地诸多难题待解︱晨读能源
Di Yi Cai Jing· 2025-07-03 12:52
零碳园区不是"万能钥匙" 零碳园区是指在一个产业园区内直接或间接产生的二氧化碳排放总量,通过清洁技术支持、碳回收技 术、能源存储交换等方式在一定周期内全部予以抵消,从而实现二氧化碳零排放的现代化产业园区。 减碳的工具和方式多种多样,为何零碳园区被认为是重要抓手而受到广泛关注? 近期在北京举行的"构建零碳园区:从顶层设计到落地实践"专题研讨会上,绿色创新发展研究院分析师 刘晶宁介绍,这主要是因为它具有经济贡献大和碳排放量占比大的双重属性。"目前全国有超过7.7万个 产业园区,广东省的园区密度最高,浙江、山东紧随其后。其中,工业园区约占三成。清华大学的研究 表明,这些工业园区贡献了全国50%以上的工业产值,以及31%左右的碳排放。" 从现阶段情况来看,零碳技术的确能在一定程度上助力工业减碳的转型问题,但并不是适用于所有主体 和场景的"万能钥匙"。 今年零碳园区迎来布局热潮,从政策引导到企业宣传,消息层出不穷。不过,距离这些项目真正落地还 有诸多难题需要应对。 张捷(化名)是国内某新能源企业从事零碳业务服务的负责人,从年初起,他接受到来自业内外的咨询 比以往多出数倍,其中零碳园区是最常被提及的一个概念。究其原因,政 ...
“两新”引领,推动节能生产低碳生活
Xin Hua Ri Bao· 2025-06-25 21:44
Core Viewpoint - The article emphasizes the importance of energy conservation and carbon reduction initiatives in Jiangsu Province, highlighting the launch of the 2025 Jiangsu Energy Conservation Promotion Week and Low Carbon Day, which aims to promote the replacement of old equipment and consumer goods with high-end, intelligent, and green alternatives to enhance industrial transformation and improve residents' quality of life [1]. Group 1: Energy Conservation and Economic Impact - Jiangsu Province achieved a cumulative reduction of 13.4% in energy intensity during the first four years of the 14th Five-Year Plan, exceeding national targets, with renewable energy capacity surpassing 100 million kilowatts [1]. - The province's industrial fixed asset investment grew by 11%, driven by equipment updates, with over 440 billion yuan invested in tools and equipment [1]. - The province's GDP growth rate reached 5.8%, with the "Two New" initiatives contributing approximately 0.3 percentage points to this growth [1]. Group 2: Environmental Benefits and Consumer Impact - The replacement of old equipment in various industries is projected to save significant energy, with one chemical company expecting to save 26,000 tons of standard coal annually through equipment upgrades [2]. - The promotion of energy-efficient household appliances, such as 680,000 one-level energy-efficient refrigerators, is expected to reduce carbon emissions by approximately 250,000 tons in 2024 [2]. - The "Two New" policies are anticipated to result in energy savings of about 2.8 million tons of standard coal and a reduction of approximately 7.3 million tons of carbon dioxide emissions in 2024 [2]. Group 3: Future Initiatives and Standards - Jiangsu plans to continue promoting the "Two New" initiatives from 2025 to 2028 to support the achievement of carbon neutrality goals [3]. - The province aims to establish 30 provincial-level zero-carbon demonstration parks by 2027, with a newly released standard comprising 29 indicators to guide the construction of these parks [4]. - The green and low-carbon industry in Jiangsu is expanding, with renewable energy generation accounting for 25% of total electricity production, and the province leading the nation in energy-saving and environmental protection industry output [3][4].
中金:消纳政策密集出台,“负荷为王”时代开启
news flash· 2025-06-25 00:32
Core Viewpoint - The report indicates that the pressure from power restrictions is re-emerging, leading to a shift in competition within the renewable energy sector towards user acquisition, making quality load a scarce resource [1] Group 1: Policy and Market Dynamics - Policies are guiding both local consumption and external consumption of green electricity, indicating a dual approach to energy management [1] - The "green electricity direct connection" initiative disrupts the traditional grid-dominated model, alleviating grid adjustment pressures and meeting the green energy needs of export-oriented enterprises [1] - This initiative lays the groundwork for stabilizing medium to long-term electricity prices and transitioning towards forward Power Purchase Agreements (PPAs) [1] Group 2: Industry Focus - The policies are targeting industrial sectors with significant carbon reduction potential, mandating high-energy-consuming industries to take on the responsibility of mandatory green electricity consumption [1] - There is an encouragement for the establishment of zero-carbon park pilots and voluntary green electricity consumption [1]
绿色金融助推降碳转型
Jing Ji Ri Bao· 2025-06-23 22:07
Core Viewpoint - China is promoting high-quality development of green finance to support enterprises in their green and low-carbon transformation, with a focus on innovative financial services covering the entire carbon reduction chain and the construction of zero-carbon parks [1][2][3]. Group 1: Green Finance Development - A series of documents have been issued this year to promote high-quality green finance development, with a goal to achieve significant results by 2027 [2]. - The financial support for green low-carbon development and the construction of a beautiful China is expected to improve in quality and efficiency [2]. - Financial institutions are increasingly offering innovative comprehensive financial service solutions that cover the entire carbon reduction chain [3][4]. Group 2: Zero-Carbon Park Construction - The establishment of zero-carbon parks is a key initiative in carbon reduction actions, with plans to create several such parks as outlined in the 2024 Central Economic Work Conference and the Government Work Report [5]. - Initial construction costs for zero-carbon parks are high, necessitating innovative business models and financial tools to transform these costs into value creation [5][6]. - A project initiated by the Asian Development Bank and Huaxia Bank aims to mobilize 5 billion yuan for energy-saving and renewable energy projects in industrial parks [5]. Group 3: Carbon Accounting System - There is a need to establish a comprehensive carbon accounting system to reflect the true carbon footprint levels post-reduction, with current challenges including high costs and inefficiencies [8][9]. - Digital finance is being leveraged to optimize traditional financial services for carbon accounting, enhancing the precision and transparency of carbon footprint data [8][9]. - Financial institutions are developing products and services based on carbon accounting information, focusing on carbon asset management and tracking carbon footprints in specific industries [9].
洋口化学工业园:为新材料全产业链发展添活力
Zhong Guo Hua Gong Bao· 2025-06-20 02:20
Core Viewpoint - The Yangkou Chemical Industrial Park in Jiangsu, China, has transformed from a saline wasteland into a vibrant chemical hub, focusing on high-end, intelligent, innovative, and green development, aiming to create a competitive new materials industry chain [1][2]. Group 1: Industrial Development - The park leverages the rich technological innovation resources of the Yangtze River Delta to integrate innovation, talent, and industry chains, establishing a high-standard innovation incubation center [2]. - The fine chemical new materials industry chain focuses on high-end specialty chemicals, attracting quality enterprises such as Jiatuo Energy and BASF [2]. - The park has introduced multiple engineering research centers, with over 80% of its output coming from high-tech industries, and hosts three Fortune Global 500 companies [2][3]. Group 2: Innovation and Research - The park has established various innovation platforms, including an electronic chemicals industrial park and a green energy incubator, to foster future industries like green hydrogen and new energy storage [3]. - A chemical pilot base has been set up to provide a practical platform for new materials research, addressing the challenges of technology transfer in the pilot phase [4][5]. - The first batch of pilot projects includes a high-end nylon project with a total investment of 50 million yuan, aimed at applications in aerospace, defense, and medical fields [5]. Group 3: Green and Digital Transformation - The park aims to become a zero-carbon industrial zone by 2025, focusing on green low-carbon development and leveraging a complete green energy industrial system [6][7]. - It is developing clean energy projects, including LNG facilities with a capacity of 20-30 million tons per year, and promoting distributed photovoltaic projects among chemical enterprises [6]. - The park collaborates with Envision Group to build a carbon emission visualization and management platform, enhancing carbon management capabilities and aiming to meet Jiangsu's zero-carbon standards by 2030 [7].
双良节能携零碳园区整体解决方案亮相SNEC 2025 拿下4.5亿元绿氢订单
Xin Hua Cai Jing· 2025-06-13 12:56
Core Viewpoint - The SNEC PV+ 2025 International Photovoltaic and Energy Storage Conference in Shanghai highlighted the importance of zero-carbon parks as a key strategy for industrial carbon neutrality, with Double Good Energy showcasing its comprehensive zero-carbon park solutions and signing a 450 million yuan contract for green hydrogen systems [2][5]. Group 1: Zero-Carbon Park Solutions - Double Good Energy presented its zero-carbon park solutions, which include a customized "solar-hydrogen-storage" system that utilizes rooftop solar power for direct supply, green hydrogen production for industrial use, and energy storage for grid peak shaving [3][4]. - The company aims to enhance energy efficiency through over 40 years of energy-saving technology, utilizing electric cooling, heat pumps, and waste heat recovery [3][4]. - The zero-carbon park solutions are supported by Double Good Energy's leading capabilities in photovoltaic modules, with over 65% market share in polysilicon reduction furnaces and nearly 100 GW capacity in monocrystalline silicon wafers [3][4]. Group 2: Green Hydrogen Production - Double Good Energy has established a 5 GW electrolyzer manufacturing base and developed the world's largest single hydrogen production alkaline water electrolyzer with a capacity of 5000 Nm³/h [4][5]. - The company signed a 450 million yuan contract to provide a green hydrogen production solution with a capacity of 72,000 Nm³/h for the Hongyang Fuhai project, marking a significant industry milestone [5]. Group 3: Energy Efficiency and Management - The centralized immersion liquid cooling system for energy storage applications achieves over 50% energy savings and maintains temperature control within ±0.2°C, enhancing battery safety and lifespan [4]. - Double Good Energy's energy management platform utilizes AI to analyze energy and carbon data in real-time, optimizing energy use and management across the park [5][6]. - The company's products and solutions have been well-received in over 100 countries, including Southeast Asia, the Middle East, and Europe, and have led to strategic partnerships with various international firms [5][6].
施耐德电气古月:锚定“价值化、生态化、全球化”,与中国新能源产业同频共振
事实上,施耐德电气一直是工业脱碳的践行者和引领者。在中国市场,施耐德电气建立了行业领先的绿 色制造体系。截至目前,已拥有21家全球"零碳工厂"、15家国家级"绿色工厂",其上海普陀工厂获 评"端到端灯塔工厂",无锡工厂晋级为"可持续灯塔工厂"。 与此同时,新能源产业发展需协同,生态合力也是施耐德电气深耕中国的核心动力。 在SNEC2025期间,施耐德电气携手海博思创共同发布了《全域保护:消除电池储能系统直流保护盲 区》白皮书,以储能中常见的锂电池高压箱内保护配置为例,深入探讨了如何通过低压电器保护协同的 策略,为电池直流保护配合提供了清晰的全域保护策略。 新能源产业出海也是大势所趋。 作为一家全球化的企业,施耐德电气的"全球化生态圈"通过先进技术和国际服务网络,支持中国企业和 供应商拓展国际业务;同时,还能够为客户及合作伙伴提供跨国运营的宝贵经验,助力生态圈企业打造 长青基业。 在中国推进"新质生产力"和构建"新型电力系统"的背景下,零碳园区也逐渐成为产业升级和能源转型的 关键载体。 第十八届国际太阳能光伏和智慧能源&储能及电池技术与装备(上海)大会暨展览会(SNEC 2025)开 幕。产业技术的全球领导者施 ...
从千万元到千亿元:零碳工厂投资背后的成本逻辑与产业阵痛|ESG新引擎
Hua Xia Shi Bao· 2025-06-12 22:48
Core Viewpoint - The concept of "zero-carbon parks" has gained momentum since its introduction at the Central Economic Work Conference at the end of 2024, leading to various regions in China, such as Guangxi, Yunnan, and Fujian, incorporating zero-carbon park construction into their government work reports [4] Group 1: Zero-Carbon Park and Factory Development - Multiple regions are initiating the construction of zero-carbon parks, with Wuxi launching a three-year action plan for zero-carbon park development [2] - The construction of zero-carbon factories is seen as essential for industrial green transformation and a new engine for high-quality development [2][3] - As of the end of 2024, China has established 6,429 national-level green factories and 491 green industrial parks, promoting over 16,000 provincial and municipal green factories [3] Group 2: Cost and Technical Challenges - The cost of zero-carbon factories is influenced by various factors, including initial investment in renewable energy facilities and new technologies like carbon capture and storage (CCS) [5] - Investment in small to medium-sized zero-carbon factories can range from tens of millions to billions, while large-scale zero-carbon industrial parks can reach hundreds of billions or even trillions [5] - There are significant barriers between zero-carbon technology suppliers and factory owners, leading to low efficiency in technology matching and difficulties in commercial cooperation [5] Group 3: Standardization and Policy Support - The lack of unified industry standards poses a challenge for the widespread adoption of zero-carbon initiatives, resulting in inefficient procurement and integration processes [6] - Companies often lack systematic zero-carbon construction plans, leading to a "trial and error" cycle that increases costs and resource consumption [6] - There is a need for authoritative technical guidance and clearer policy understanding to facilitate the transition to zero-carbon factories [7] Group 4: Collaborative Efforts and Future Initiatives - The FCE2025 China Factory Exhibition, scheduled for September 15-17, 2025, aims to promote green manufacturing and industrial low-carbon upgrades through various activities [7] - The construction of green and zero-carbon factories should involve collaboration across the entire industry chain, emphasizing the importance of a platform for technical exchange and cooperation [7]