"上海电气从2000年左右开始参与聚变项目，在核聚变主机系统核心装备制造领域已有20年历程，至今 已发展成为国内核聚变主机系统核心装备供货最全面的装备制造企业之一。"上海电气相关负责人对上 海证券报记者表示，公司供货并研制聚变主机关键核心设备真空室、杜瓦、冷屏、线圈盒等相关装备， 参与的项目包括：国内首个燃烧等离子体聚变能装置BEST项目、世界上最大的磁约束托克马克聚变实 验反应堆装置国际ITER项目、全球首个全超导非圆截面托卡马克实验装置EAST"东方超环"、国家可控 核聚变重大科技基础设施CRAFT项目、全球目前唯一建成运行全高温超导托卡马克HH70装置、全球首 个紧凑球形环氢硼聚变物理实验装置EXL-50。依托这些项目经验积累，上海电气在特种材料、精密焊 接、精密装配，极限尺寸加工四方面形成核心制造能力，相关技术指标已达到国际先进水平。 在国家电网公司展厅，记者看到了全球第一个大型城市中心区域供电的超导电缆工程沙盘模型以及超导 电抗器部件。超导电缆横跨常温到零下一百多度，敷设好后加入零下196摄氏度的液氮，超导体的直流 电阻为零。35千伏超导电缆能够实现220千伏常规电缆的输送容量，替代4到6条相同电压 ...

Core Viewpoint - The article highlights the ongoing green transformation in rural China, showcasing various initiatives that integrate ecological protection, cultural heritage, and economic development, positioning rural areas as new frontiers for sustainable growth [1][8][11]. Group 1: Green Transformation Initiatives - Li Jia Shan Village exemplifies rural green transformation with solar-powered streetlights that illuminate pathways for villagers, reflecting a shift towards sustainable energy solutions [1][6]. - In Lin County, the introduction of smart greenhouses for growing枣木香菇 has led to a significant increase in production, with an annual output exceeding 50,000 tons and generating approximately 600 million yuan in revenue [4]. - The black fungus industry in Gongyang Village has also contributed to local economic growth, with an annual output value surpassing 17 million yuan, emphasizing low-carbon and resource-efficient agricultural practices [5]. Group 2: Clean Energy Development - Shanxi Province is accelerating the development of wind and solar energy, with a focus on establishing concentrated wind and solar power bases in resource-rich areas [6]. - Gongyang Village has installed a 20 MW solar power station, generating around 26 million kWh of clean electricity annually, which supports public facilities and creates job opportunities [6]. Group 3: Cultural and Ecotourism Integration - Rural areas in Lüliang are leveraging cultural tourism to combine ecological protection with economic development, attracting visitors through unique cultural experiences and local craftsmanship [8]. - The development of a tourism route along the Yellow River aims to enhance local economies while preserving cultural heritage, with projected rural tourism revenue reaching 412 billion yuan by Q1 2025, reflecting a 5.6% year-on-year growth [8]. Group 4: Global Examples and Future Directions - Successful global examples of rural green transformation, such as Feldheim in Germany and Samsø Island in Denmark, demonstrate the potential for achieving energy self-sufficiency and sustainable practices through community engagement and innovative policies [9]. - The article emphasizes the importance of integrating ecological, cultural, and industrial development to achieve a sustainable balance between nature and economy, with ongoing support from national policies for zero-carbon initiatives [11].

转自：新华财经 6月6日，在2025上海国际碳中和博览会上，中国经济信息社上海总部与东方证券联合发布《证券业服务绿色金融发展指数》（"绿金指数"）中期成果。该指 数首次构建了针对证券行业的绿色金融量化评估体系，为绿色转型发展提供了新视角和工具。 政策引导绿色市场持续扩能 近年来，在国家战略布局中占据愈发重要位置的绿色金融发展步稳蹄急。2023年，中央金融工作会议与中央经济工作会议将"绿色金融"作为金融"五篇大文 章"之一，为行业发展锚定航向；2025年，证监会印发《关于资本市场做好金融"五篇大文章"的实施意见》，明确将完善资本市场绿色金融标准体系、丰富 绿色金融产品等列为重点任务，向市场释放出持续深化绿色金融建设的鲜明信号。 在强有力的政策引导下，中国绿色金融市场展现出蓬勃活力，信贷与债券两大融资渠道齐头并进，共同支撑市场"扩能"。 与此同时，作为直接融资重要组成部分的绿色债券市场也表现亮眼，成为证券行业服务绿色金融的重点发力方向。数据显示，截至3月末，2025年国内债券 市场累计发行绿色债券93只，发行金额共计1776.70亿元，分别较上年同期增长2.20%和55.15%。发行金额的显著增幅，凸显了市场对绿 ...

新华财经北京6月6日电（王媛媛） 6月5日，国内首个面向文旅行业低碳转型的标准文件：《绿色低碳 文旅活动评价技术指南》（T/ACEF 202-2025）（以下简称《指南》）正式发布。 上海金司南金融研究院围绕该《指南》进行了系统解读，指出其构建了覆盖碳排放核算与综合评价的技 术体系，旨在推动文旅行业加快绿色低碳转型，助力实现"双碳"目标，填补了文旅活动领域相关方法规 范的空白。 《指南》由上海金司南金融研究院牵头发起，福建省旅游发展集团有限公司、南平碳计量中心、南平市 文化和旅游局、福建武夷旅游集团有限公司、福建空天碳科技集团有限公司、武夷山市政府、福建武夷 山旅游发展股份有限公司、湄公河旅游股份有限公司、南平市建阳区金司南绿色科技研究院有限公司、 福建福旅联信基金管理有限公司、昆明市文旅集团有限责任公司等单位参与编制。 在企业层面，文旅企业应深化绿色发展理念融入，优化资源配置，加大绿色技术投入，提升能源效率， 强化与政府、科研机构和社会组织的协作，推动绿色文旅实践深入开展。 对文旅行业绿色低碳转型具有重要意义 在综合评价方面，《指南》构建了由"减碳目标、减碳行为评价、绿色行为倡导"三个一级指标组成的多 层级 ...

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。 绿电直连 政策创新： 用户侧灵活性资源的深度激活。 建立 "以荷定源+双向互动"调节机制：一方面，根据直连用户负 ...

Investment Rating - The report does not explicitly provide an investment rating for the fast-moving consumer goods (FMCG) industry. Core Insights - The FMCG industry is increasingly integrating ESG (Environmental, Social, and Governance) factors into its operations, driven by global sustainability trends and regulatory pressures [11][18][23]. - ESG practices are becoming essential for competitive advantage, as companies with strong ESG performance are likely to achieve higher valuations and attract more investment [24][99]. - The report highlights several case studies of FMCG companies successfully implementing ESG strategies, such as Coca-Cola's transition to transparent bottles and Dongpeng Beverage's sustainable practices [34][40][92]. Summary by Sections ESG Overview - ESG stands for Environmental, Social, and Governance, representing a framework for integrating sustainability into business practices [6][9]. - The concept has evolved from traditional corporate social responsibility (CSR) to a more quantifiable and investment-driven approach [14]. Current Status of ESG in the FMCG Industry - The FMCG sector is responding to national "dual carbon" goals by adopting energy-saving measures and sustainable packaging [18][20]. - There is a growing trend of ESG investment, with investors increasingly focusing on companies' ESG performance [23][24]. - As of April 30, 2023, the ESG report disclosure rate among A-share listed companies in the beverage and refined tea manufacturing sector was 57.14%, surpassing the overall industry level [26][27]. ESG Challenges Faced by the FMCG Industry - Many FMCG companies lack a unified ESG data management system, leading to difficulties in data accuracy and analysis [56][58]. - Companies face regulatory compliance challenges due to multiple ESG standards, which can increase operational costs [62][64]. - The initial investment in ESG practices can be substantial, with long payback periods, creating financial pressure [67][68]. ESG Response Strategies for the FMCG Industry - Companies should establish unified ESG data platforms to enhance data management and decision-making capabilities [77][80]. - It is recommended to adopt third-party certifications to improve the credibility of ESG practices [81][82]. - FMCG companies should balance short-term financial performance with long-term ESG investments to ensure sustainable growth [87]. Impact of ESG on the FMCG Industry - Positive ESG practices can enhance brand image and consumer perception, as seen with Coca-Cola's packaging changes [92]. - Companies that actively engage in ESG initiatives can improve their market competitiveness and operational efficiency [99]. - ESG practices can also drive new market opportunities, particularly in the growing segment of sustainable products [100]. Future Trends and Recommendations for ESG - ESG will become a necessity for business survival as regulatory frameworks tighten and consumer awareness increases [107]. - The integration of digital technologies will enhance ESG capabilities, allowing for better data management and analysis [108]. - FMCG companies should tailor their ESG strategies to local market conditions and consumer preferences to maximize impact [119][120].

接电时长同比显著压降40%，展现了强大的服务能力与执行力。 国网临汾供电公司市场及大客户中心赵建海介绍："我们创新实施业扩专班机制，定期 邀请客户参与现场协调会，由专职客户经理全程跟踪项目进度，确保建设与验收无缝衔接。 同时，我们积极与政府部门建立沟通机制，优化项目备案流程，畅通紧急业扩项目物资调配 通道，有效提升了服务效率与质量。" 面对项目地质条件复杂、施工难度大的挑战，国网临汾供电公司迅速响应，将该项目列 为业扩专班督办工程，抽调发策、运检等11个专业的精英团队，协同作战，攻克了一个又一 个难关。通过精准施策与高效执行，建设工期得以大幅缩短30%，彰显了供电企业的责任与 担当。 随着分布式光伏、充电站等新兴业务的蓬勃发展，该公司紧跟时代步伐，聚焦机制创新 与管理优化，推动业扩配套项目高效落地。据统计，2025年前五个月，该公司高压业扩平均 6月3日，山西华能晋南能源开发有限公司向临汾公司发来感谢信，点赞其在华能曲沃县 紫金山100兆瓦光伏电站并网项目中展现出的专业服务。 华能晋南总经理卢绘霞表示："临汾供电公司在光伏电站建设的每一个环节都展现出了 高度的责任感与专业素养，特别是在并网手续办理过程中，给予 ...

按照国家能源局印发的《分布式光伏发电开发建设管理办法》，晋南钢铁集团备案的33 个分布式光伏项目需要在4月30日前投才能确保获得收益。 芒种时节，万物并秀。6月5日，大同市云冈区四方高科农牧有限公司泌乳厂屋顶，一片 蔚蓝"光海"在夏阳下熠熠生辉——整齐铺展的光伏板，正将丰沛的阳光源源不断转化为清洁 电能。这片于4月30日成功并网发电的分布式光伏矩阵，"借"用了蓄睿草业等5家企业厂区内 总计约15万平方米的牛舍、草料棚顶资源，装机容量达28.5兆瓦，所发电量上网交易。 在"双碳"目标引领下，山西省分布式光伏装机规模持续攀升。截至4月底，山西省分布 式光伏装机达1278.18万千瓦，较2024年底增长302.28万千瓦，占全省新能源装机的比重达到 18.87%。1月23日，国家能源局印发《分布式光伏发电开发建设管理办法》，进一步规范分 布式光伏发电开发建设管理。其中，工商业分布式光伏并网有"4·30""5·31"两个政策窗口 期。面对两个政策窗口期的并网潮，国网山西电力统筹构建"省市县三级联动、政企协同攻 坚"服务体系，在全省各地形成各具特色的服务模式，跑出分布式光伏并网"加速度"。 服务创新："闪电战"跑出并网 ...

Investment Rating - The industry investment rating is "Overweight," indicating that the industry index is expected to outperform the market index by more than 10% in the next six months [45]. Core Viewpoints - The report highlights the initiation of pilot projects for the construction of a new power system by the National Energy Administration, focusing on innovative technologies and models to drive breakthroughs in the sector [3][35]. - The report suggests paying attention to leading companies in virtual power plant technology, which is identified as a key support for the new power system [3][40]. Summary by Sections Market Review - As of June 5, 2025, the Shenwan Power Equipment industry has seen a decline of 2.16% over the past two weeks, underperforming the CSI 300 index by 1.23 percentage points, ranking 28th among 31 industries [11]. - The industry has experienced a year-to-date decline of 5.44%, again underperforming the CSI 300 index by 3.98 percentage points [11]. - The wind power equipment sector increased by 0.10%, while the photovoltaic equipment sector decreased by 2.43% in the last two weeks [11][17]. Valuation and Industry Data - As of June 5, 2025, the overall PE (TTM) for the power equipment sector is 24.42 times, with sub-sectors showing varied valuations: - Electric Motor II: 47.23 times - Other Power Equipment II: 39.92 times - Photovoltaic Equipment: 16.73 times - Wind Power Equipment: 30.46 times - Battery: 24.46 times - Grid Equipment: 23.80 times [26]. Industry News - The National Energy Administration has issued a notice to conduct pilot projects focusing on seven key areas, including virtual power plants and intelligent microgrids, to explore new technologies and models for the new power system [35]. - The report also mentions the promotion of green electricity direct connection development, emphasizing the importance of source-load matching [35]. Company Announcements - The report includes various company announcements, such as the completion of a hydrogen production and refueling station in Wuhai, which is expected to enhance logistics efficiency [38]. - It also notes the share repurchase plans of several companies, indicating ongoing corporate actions in the sector [38]. Weekly Perspective on Power Equipment Sector - The report emphasizes the importance of the new power system construction and suggests focusing on companies that are leading in virtual power plant technology [40]. - It highlights the potential for significant advancements in the sector, driven by government initiatives and technological innovations [40].

以"走向碳中和之路"为主题的2025上海国际碳中和技术、产品与成果博览会（简称"碳博会"）于6月5日 至7日在上海新国际博览中心举办，来自15个国家和地区的逾300家企业参展。 上海市委副书记、市长龚正在开幕式致辞中表示，绿色转型是应对气候变化的必由之路，也是经济社会 发展的新引擎。从政府层面，期待通过上海国际碳中和博览会，推动更多绿色低碳技术产品和业务服务 的交流合作，共建清洁、美丽、可持续的世界。 南都记者了解到，上海市杨浦区正加速发展绿色低碳产业，预计2030年绿色低碳产业规模达到500亿元 左右。6月5日下午，由上海市杨浦区人民政府指导、上海技术交易所主办的双碳科技与循环经济协同创 新活动在碳博会举办.。 兴业银行首席经济学家鲁政委出席活动，并以《碳足迹壁垒：欧盟之盾与中国之矛》为题，剖析了欧盟 碳边境调整机制对全球供应链的影响，提出中国企业需以技术创新和标准升级应对"碳足迹壁垒"，锻造 国际竞争新优势。 此外，由上海质量管理科学研究院、山鹰国际等单位编制的《循环利用产品降碳评定与标识应用要求》 在会上正式发布，通过量化降碳量、划分等级，填补了国内循环产品降碳标准空白，为市场推广提供统 一规范。 活动 ...