"2020年'双碳'目标提出以后，再生金属走到了聚光灯下。"中国有色金属工业协会再生金属分会副秘书 长刘龙在12月初由大宗商品咨询服务商上海钢联主办的一场再生铝论坛上表示，中国再生金属产业正在 从此前的野蛮生长逐渐迈入规范化发展。 一名资深行业人士亦对智通财经（www.thepaper.cn）记者表示，再生铝相较于原铝有着显著的降碳效 应，使得其成为当前中国铝工业降低碳排放的一条关键路径。同时，资源循环利用是一个节约型社会的 应有标志，提高废铝利用率也是保障铝工业原料供应的途径之一。"此外，在中国确立了电解铝产能'天 花板'的情况下，再生铝的发展也有助于满足未来铝产品的增长需求。" 不过，据智通财经记者采访以及从业内了解发现，尽管再生铝的价值已被充分认识，但当前材料回收及 溯源、保级高值利用、溢价买单等诸多问题仍亟需有效解决，与之对应的也就是原料混杂、技术壁垒高 企、经济性脆弱的残酷现实。 国内最大的再生铸造铝合金生产企业之一立中集团副总裁、立中合金集团总裁郭军辉对智通财经记者表 示，再生铝行业当前正处于从"成本驱动"向"绿色价值+资源安全"双轮驱动转型的关键阶段，其实现商 业化价值的逻辑日益清晰，但同时也面 ...

Core Insights - The high-voltage switchgear market is experiencing steady growth due to the ongoing development of the power industry and the advancement of smart grid construction, driven by traditional grid upgrades and the integration of renewable energy sources [2][10] - The market size of China's high-voltage switchgear industry is projected to grow from 44.519 billion yuan in 2016 to 107.896 billion yuan in 2024, with a compound annual growth rate (CAGR) of 11.7% [2] - The release of the IEC TS 62271-5:2024 technical specification in May 2024 sets universal technical requirements for DC switchgear and control devices for systems with rated DC voltages of 100kV and above, indicating a significant regulatory development in the industry [2] Industry Overview - High-voltage switchgear is a type of electrical equipment used for the distribution and control of electrical energy, categorized by voltage levels into high, medium, and low voltage switchgear [4] - The high-voltage switchgear market is crucial for ensuring the safe and efficient operation of power distribution systems, allowing for the quick isolation of faults and maintaining the integrity of the grid [4][6] Market Dynamics - Investment in power generation and grid infrastructure in China has significantly increased, with power construction investment rising from 270 billion yuan in 2017 to 1,168.7 billion yuan in 2024, reflecting a CAGR of 23.28% [10] - The investment in grid construction has also seen growth, increasing from 531.5 billion yuan in 2017 to 608.3 billion yuan in 2024, with a CAGR of 1.95% [10] Industry Chain - The upstream of the high-voltage switchgear industry includes electronic components, metal materials, and other materials, while the midstream involves the manufacturing of high-voltage switchgear [12] - The downstream applications encompass various sectors such as power plants, substations, petrochemicals, metallurgy, textiles, and residential buildings [12] Material Significance - Copper is an essential material in high-voltage switchgear due to its excellent conductivity, which enhances circuit efficiency and stability, and its durability, which reduces failure rates and maintenance costs [15] - The production of copper in China is expected to grow from 18.617 million tons in 2017 to 23.503 million tons in 2024, with a CAGR of 3.39% [15]

Core Viewpoint - The environmental protection industry is crucial for China's green transition, evolving from opportunistic development to building comprehensive competitiveness, with ESG becoming a core element for sustainable development [1]. Industry Overview - The environmental protection industry is increasingly recognized for its role in leading the transition to a low-carbon economy, with a notable shift towards integrating ESG principles into business strategies [1][2]. - The number of ESG reports published by listed companies in the environmental sector has increased from 30 in 2020 to 68 in 2024, with the disclosure rate rising from 28.16% to 48.23% [1][2]. ESG Reporting and Performance - Leading companies in the environmental sector have set an example in ESG management, with 7 out of the top 10 companies having disclosed ESG reports for over 5 years, and some for over 10 years [2]. - Key ESG issues identified for the industry include climate change response, emissions and waste management, water resource management, product quality and service, smart environmental protection, technological innovation, business model resilience, and occupational health and safety [2]. - The proportion of listed environmental companies incorporating climate change into their material issue management has increased from 20% in 2023 to 42% in 2024 [2]. ESG Ratings and Scores - The average ESG score for environmental companies in 2024 is 65.29 out of 100, categorizing the overall performance as BBB level, with 30.49% of companies rated A to AAA and 65.96% rated B to BBB [3]. - The public utility sector shows a high ESG disclosure rate of nearly 75%, with significant growth from 59.23% in 2022 to 74.81% in 2024 [4][5]. Company-Specific Insights - Huanlan Environment has been recognized for its long-standing commitment to ESG, having published its first social responsibility report in 2008 and achieving A-level ratings in various ESG assessments [8][11]. - The company has implemented comprehensive waste management and water resource management strategies, achieving a water supply loss rate of 6.84% in 2024, which is among the best in the country [9][10]. - Changjiang Electric has made significant strides in green energy production, generating 2,959.04 billion kWh of green electricity in 2024, a 7.11% increase from the previous year, while also reducing carbon emissions by over 240 million tons [14][16].

12月30日，中船集团旗下 中船科技自主研制H305-25MW在山东成功下线，作为全球首台25兆瓦 级构网型海上风电机组，一举刷新了风电行业构网型海上风电单机容量与技术集成的全球纪录。 这一里程碑式成果，为海上风电进军弱电网、挺进深远海提供关键装备支撑，彰显了我国在全球 新能源装备领域的技术引领力，为2025年收官写下圆满句号。 乘风而上 锚定战略需求，破解产业发展瓶颈 在"双碳"目标引领与海洋强国战略纵深推进的双重浪潮下，全球能源转型全面提速。作为海洋资 源绿色开发的"排头兵"，海上风电凭借资源储量丰富、发电效率高、不占用土地等独特优势，已 成为推动能源变革的核心引擎。 "十五五"大幕将启，风电开发正加速向水深30～60m、离岸距离30—130km的深远海挺进。然 而，深远海不仅是资源宝库，更是技术的"试金石"。随着离岸距离增加，传统机型面临着造价攀 升、并网困难、稳定性不足等挑战。 破局之道，在于创新；制胜深蓝，唯在重器。 作为海洋强国战略的坚定践行者，中船集团依托 与生俱来的"海洋基因"，与船海装备"技术同源、产品同线"的核心优势，早已建立起覆盖资源开 发、装备研发、生产制造、运维服务的海上风电全产业链 ...

Core Viewpoint - The demand for active ink in China's market is increasing due to the growth in downstream applications, innovations in digital inkjet printing technology, and stricter environmental policies promoting sustainable alternatives to traditional dyes [1][7]. Industry Overview - The active ink industry in China has seen a rise in consumption from 1,400 tons in 2015 to an expected 8,100 tons by 2024, indicating a stable growth trend [1][7]. - Active ink is primarily used in digital inkjet printing, which includes dye-based and coating inks, with active dye ink being a significant component due to its superior performance [3][4]. Industry Chain - The upstream of the active ink industry includes raw materials such as active dyes, surfactants, and deionized water, while the midstream involves the manufacturing of active ink products, and the downstream focuses on applications in textiles and printing [4][5]. Competitive Landscape - The high-end market for active ink is dominated by companies from Europe, the United States, Japan, and South Korea, while China's industry is characterized by smaller firms with varying capabilities, although some strong domestic manufacturers are emerging [8]. Related Companies - Key players in the active ink market include Blue Universe Co., Ltd., Honghua Digital Technology Co., Ltd., and Zhejiang Longsheng Group, among others, which are involved in the research, production, and sales of digital printing inks [9][10]. Development Trends - The active ink industry is expected to expand beyond textile printing into flexible electronics and smart packaging, with a focus on multifunctionality and environmental sustainability [12][13].

北京经济技术开发区、鄂尔多斯蒙苏经济开发区、盐城大丰港经济开发区、常州溧阳高新技术产业开发区、宁德福鼎工业园区、大同经济技术开发 区 有关负责同志 介绍零碳园区建设经验 ，北京、 内蒙古、山东、广东、云南发展改革委负责同志作交流发言，工业和信息化部节能司、国家能源 局规划司负责同志讲话，环资司司长王善成主持会议并作总结。 会议指出， "十五五"是实现碳达峰目标的决胜期 ，要锚定目标要求， 找准关键环节 ，采取有力措施，推动实施一系列重点行动和重大工程，确保 如期实现碳达峰目标。 会议强调，要深刻认识推进零碳园区建设的重大意义，准确把握工作方向，科学谋划建设路径， 持续深化园区技术创新、政策创新、模式创新 ，推 动重大工程项目加快落地， 尽早建成一批国家级零碳园区 ，为全国各类园区低碳化零碳化改造建设提供有益经验。 各省、自治区、直辖市及新疆生产建设兵团发展改革委有关负责同志，部分园区负责同志，有关单位专家参加会议。 12 月 30 日上午，与会人员 赴北京经济技术开发区小米汽车工厂、金风科技碳中和智慧园区、施耐德电气亦庄工厂 等地进行了实地观摩。 文 | 国家发展改革委 为贯彻落实党中央、国务院决策部署，扎实 ...

Group 1 - The new mandatory national standard for electric vehicle energy consumption, effective January 1, 2026, sets stricter limits on energy consumption compared to the previous recommended standard, tightening by approximately 11% [1][2] - For vehicles weighing around 2 tons, the new standard mandates that energy consumption should not exceed 15.1 kWh per 100 kilometers, leading to an average increase of about 7% in driving range after technical upgrades [1][2] - The implementation of this standard is expected to enhance the actual driving range and reduce operating costs for consumers, ultimately providing a more economical and reliable green travel experience [2][3] Group 2 - The establishment of the new standard is part of a broader initiative to accelerate energy consumption limit upgrades in the automotive industry, aligning with national carbon reduction goals [3][4] - The standard aims to transition the industry from a model focused on large batteries for extended range to a more refined approach emphasizing high efficiency and low energy consumption [4][5] - Approximately 40% of current vehicle models do not meet the new standard, necessitating technical upgrades to avoid being phased out, which will drive increased investment in core technologies such as lightweight design and battery efficiency [4][5][6] Group 3 - The new standard will also require manufacturers to provide energy consumption data under various temperature conditions, ensuring consumers are well-informed about vehicle performance in different climates [3][4] - The implementation of the standard is expected to promote advancements in automotive energy-saving technologies and gradually phase out high-energy-consuming models, supporting the industry's transition to high-quality development [6]

Group 1 - The core viewpoint of the articles emphasizes China's growing international image and the positive perception of its culture and economic strength among global audiences, with nearly 70% of foreign respondents expressing goodwill towards China and over 80% recognizing its economic and technological prowess as strong [1] - The report highlights that more than two-thirds of respondents hope for improved relations with China, indicating a significant increase in favorable opinions compared to the previous year [1] - The articles illustrate China's commitment to global development and cooperation, showcasing projects like water desalination in Brazil and agricultural initiatives in Fiji that reflect China's genuine response to the needs of other countries without political conditions [2] Group 2 - China's efforts in green development are underscored, with the country contributing to 25% of the world's new greening area during the 14th Five-Year Plan period and achieving a significant reduction in carbon emissions for other countries [3] - The articles note that China's renewable energy exports, particularly in wind and solar power, have led to a 60% decrease in related generation costs, demonstrating its leadership in global green initiatives [3] - The cultural exchange and tourism aspects are highlighted, with foreign visitors expressing admiration for China's culture and the success of Chinese media and entertainment, such as the global revenue of "Black Myth: Wukong" exceeding $1 billion [4]

同时，新标准也将促进煤电行业提升运行效率和智能化水平。随着风光发电的快速增长，煤电深度调峰 及锅炉启停越来越频繁，低负荷运行成为常态。锅炉启停与低负荷运行时，烟气温度不能满足脱硝温度 的要求，氮氧化物的排放浓度和排放量均较高，影响环境空气质量。部分地区已通过实施深度脱硝和深 度调峰改造，在降低排放的同时增强了电网调节与新能源消纳能力，实现了减污降碳协同增效。新标准 的实施，将推动更多机组升级改造，并通过智能运行技术优化操作、降低煤耗，保障电力系统安全稳 定，助力新型能源体系协调健康发展。 新标准实施如何驱动我国钢铁行业绿色低碳转型升级？ 宝武钢铁集团能环部部长马朝晖：现行《环境空气质量标准》（GB 3095—2012）颁布实施以来，我国 钢铁行业持续优化结构，大气污染治理成效显著。全国累计淘汰落后钢铁产能3亿吨，钢铁行业先进装 备产能占比大幅提升，产能利用率趋于合理，多污染物协同治理技术全面推广，节能环保产业迅猛发 展，行业绿色转型和利润增长实现同频共振。特别是全球领先的钢铁全流程超低排放管理政策和技术体 系，将我国钢铁行业主要大气污染物排放量从百万吨级下降到十万吨级，为打赢蓝天保卫战、推动空气 质量持续改善 ...

Core Insights - The postal industry is advancing green packaging initiatives during the "14th Five-Year Plan" period, achieving significant improvements in green, reduced, and recyclable packaging practices [1][2][3] Group 1: Green Packaging Initiatives - The industry has achieved full coverage of electronic waybills and circular transfer bags, with a packaging standardization rate of 86% [1] - Packaging box layers and bag thickness have been reduced by over 50%, and tape width has been reduced by 25% [1] - Smart packing algorithms have decreased material consumption by nearly 20%, and the proportion of circular packaging in same-city express delivery has reached 10% [1] Group 2: Regulatory and Policy Framework - The postal industry has developed a comprehensive regulatory framework, including 3 new laws, 15 standards, and 9 policies aligned with green principles [2] - The system features a complementarity between laws and regulations, coordination between national and local policies, and integration of industry standards [2] Group 3: Technological Innovations - The industry has implemented various new technologies and recycling scenarios, such as lightweight tape and reduced-size waybills [2] - The total area of photovoltaic installations across the industry is 4.48 million square meters, with over 4,300 high-speed security machines and more than 1,000 green distribution centers [2] Group 4: Carbon Reduction Strategies - The postal industry is focusing on carbon reduction through technological innovation and green management across four key stages: collection, transfer, transportation, and delivery [3] - Future plans include leveraging big data, blockchain, and intelligent technologies to enhance carbon footprint management across the entire logistics chain [3] Group 5: Future Goals - During the "15th Five-Year Plan" period, the postal industry aims to promote green high-quality development, focusing on carbon reduction, pollution reduction, and green expansion [4] - The industry will accelerate the transition to green packaging and strengthen source control and comprehensive governance [4]