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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]
全省首个“质量认证科普基地”揭牌
Shen Zhen Shang Bao· 2025-06-08 17:03
【深圳商报讯】(记者李佳佳)6月6日,深圳市市场监督管理局"世界认可日"主题系列活动揭开帷幕, 当日活动主题为"认证认可检验检测:供应链协同发展"。市内认证检测机构、行业协会、企业代表等齐 聚一堂,围绕认证认可在提升供应链韧性、推动绿色转型与内外贸协同中的关键作用展开深入探讨,并 见证多项重要成果落地。 (文章来源:深圳商报) 活动现场,全省首个"质量认证科普基地"正式揭牌。该基地创新采用科普视频、趣味互动、展览展示等 多维形式,生动解析质量认证与食品、化妆品、CCC产品等日常消费品的紧密关联,深入浅出阐释认证 在提升产品质量、保障消费安全、服务经济发展中的核心价值。 "湾区认证"作为粤港澳三地共建的高品质认证品牌,通过"一次认证,三地通行"机制,有效赋能企业提 质增效、拓展市场,提振消费信心,推动产业优化升级与深度融合。今年以来,深圳市市场监督管理局 聚焦优势产业与产品,整合深圳标准认证、"圳品"等资源开展宣传培训,已有众多企业积极申请湾区认 证。 活动现场,中国质量认证中心深圳分中心与深圳市臻好商业有限公司("圳品"线上运营综合服务商)签 署湾区认证推广合作意向书,双方将加大合作力度,共同推动"湾区认证" ...
中国第五大水电站金沙江向家坝水电站完成升级改造
Xin Lang Cai Jing· 2025-06-08 15:08
中国经济报导:中国第五大水电站 —— 金沙江向家坝水电站于 2025 年 5 月 31 日完成 "全系统 + 全机 组 + 全电站" 大规模系统设备升级改造,成为我国 "十四五" 期间首个实现这一目标的巨型水电站。 此次改造覆盖电站 8 台单机容量 80 万千瓦水轮发电机组、全厂控制系统及基础设施,标志着我国水电 装备自主可控和智能化运维进入新阶段。 全机组国产化控制系统替代 电站 8 台机组全部换装国产自主可控控制系统,实现硬件芯片、软件算法完全国产化。 例如,8 号机组改造后成功并网运行,其控制系统采用 "激光 + 惯性导航" 双模定位技术,控制精度 ≤10cm,可根据围岩变化自动调整截割程序,较人工操作提升巷道成型平整度 25%。 数智赋能中心:构建 "数据采集 - 治理分析 - 智能决策" 链条,整合全厂 72 套独立系统数据,形成统一 "数据湖",实现设备健康监测、故障预警和智能调度。 例如,智能钥匙柜和手电筒巡检系统通过物联网技术,将工器具管理、设备巡检等流程数字化,减少人 工干预风险。 黑启动技术:首创 "混合动力型 EPS + 蓄电池" 黑启动方案,在全厂停电情况下仅需 4 分 28 秒即可恢 ...
土豆片变清洁能源 第三届碳博会聚焦循环经济
转自:新华财经 新华财经上海6月8日电 做薯条薯片剩下的土豆皮,送进沼气发酵罐经过一系列处理后,最终变成符合标准要求的高品质甲烷——在最近召开的第三届上海 国际碳中和技术、产品与成果博览会循环经济平行论坛上,有关方面发布的《上海市循环经济典型案例集》,展示了循环经济在推动绿色低碳转型方面的巨 大空间。 当前,循环经济已成为我国实现"双碳"目标的重要路径。中国循环经济协会常务副会长赵凯在论坛上预测:"到今年年底,发展循环经济对我国碳减排的综 合贡献率将超过30%。" 源头减量案例选取上海电气集团股份有限公司中央研究院、上海嘉麟杰纺织科技有限公司等5个案例,着重体现了优秀企业在提升资源利用效率和再生材料 使用比例、减少生产端废弃物产生方面所作的努力,既包括纺织、轮胎、电气等传统领域,也涉及涂装机器人、集成电路等新兴领域。 循环再利用案例收录了百事食品(中国)有限公司、璞跃中国、英格卡购物中心中国等13家优秀企业,覆盖回收共享体系建设、再制造再利用、资源化利 用、宣传活动等各类优秀实践做法,涵盖二手商品、废旧设备、金属与非金属无机废弃物、有机质等各类废旧物资。 以百事松江工厂为例,其生产线上每天都会产生3类废料:不 ...