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Group 1 - The core viewpoint emphasizes the role of Weihai Bank in promoting green finance as a key strategy to support the real economy under the national "dual carbon" strategy [1][3] - Weihai Bank has established a comprehensive service matrix covering green technology research and development, application scenarios, and industrial transformation to meet regional green development needs [1] - The bank's innovative financial tools and optimized credit resource allocation aim to inject financial vitality into the region's green transformation [1] Group 2 - In Zibo, Weihai Bank issued a sustainable-linked loan of 45 million yuan to a pharmaceutical company, linking financing costs to water-saving efficiency [1] - The loan features a pricing mechanism that offers a 5 basis point interest rate discount if the company's water consumption decreases by 5% by mid-2025 [1] - This initiative creates a positive feedback loop for high-water-consuming industries, providing a replicable model for green transformation [1] Group 3 - In Tianjin, Weihai Bank innovatively provided an 8 million yuan loan using a "dual registration carbon quota pledge + sustainable development linkage" model [2] - The loan's interest rate is tied to the company's carbon emission reductions, offering discounts for a 10% decrease in CO2 emissions during the loan period [2] - This approach transforms energy-saving and emission-reduction achievements into "carbon benefits," exploring a market-driven path for green transformation [2] Group 4 - Weihai Bank issued a green loan of 9.5 million yuan to an agricultural development company facing cash flow challenges due to industry settlement models [2] - The loan supports seedling cultivation and procurement, alleviating short-term financial pressure while enhancing ecological benefits [2] - This initiative promotes a circular development model of "cultivating forests - carbon fixation - increasing income," achieving both economic and environmental benefits [2] Group 5 - Weihai Bank successfully supported a 300 million yuan green project loan for a plastic technology company, aimed at producing 93,600 tons of chlorinated polyethylene and 200,000 tons of polyaluminum chloride [3] - The new production is expected to save 30% in usage and 40% in costs compared to traditional products, advancing China's water treatment technology [3] - The bank's commitment to "green finance" aligns with its goal of contributing to high-quality economic development and ecological civilization [3]

Group 1 - The core viewpoint emphasizes the significant growth of green finance in Zhanjiang, with green credit exceeding 60 billion yuan and maintaining over 25% growth for six consecutive years, supporting the green and low-carbon development of the real economy [1] - The local financial sector is not only supporting green enterprises but also guiding high-carbon enterprises towards decarbonization through transformation finance, marking a new path to achieve carbon neutrality goals [1][2] - The People's Bank of China (PBOC) in Zhanjiang has initiated transformation finance loans for the construction materials industry, with a notable loan of 7 million yuan issued to a cement company, representing a significant step in the green transition of the industry [1][4] Group 2 - The PBOC in Zhanjiang has established a green finance reform leadership group and launched various initiatives to explore the integration of marine blue finance and green finance, supporting the development of a modern industrial system focused on green steel, green petrochemicals, green energy, green food, and marine economy [2] - The focus on transformation finance development includes building mechanisms, collaborating with multiple parties, conducting policy advocacy, and managing enterprise lists to promote the effective connection between green finance and transformation finance [2][3] - The local bank has actively engaged with enterprises to understand their financing needs and has tailored transformation finance solutions to reduce financing costs and promote upgrades [4][5] Group 3 - A cement company in Zhanjiang plans to invest approximately 50 million yuan over the next three years to upgrade equipment and develop low-carbon technologies, aiming to reduce carbon emissions intensity by over 20% [4][5] - The successful issuance of transformation finance loans not only provides new momentum for the sustainable development of the construction materials industry but also serves as a model for transformation finance practices in Zhanjiang [6] - The ongoing transformation of traditional industries is deemed essential for the high-quality economic development of Zhanjiang, with plans to expand the coverage and scale of transformation finance to support green low-carbon transitions [6]

Group 1: Jiangsu Financial Leasing Co., Ltd. (江苏金租) - Jiangsu Financial Leasing is actively exploring green finance by providing a "financing + leasing" model to support environmental enterprises in equipment procurement and upgrades [1] - The company has successfully facilitated the procurement of 69 sanitation vehicles for Shunfeng Erhai Environmental Technology Co., Ltd., with a total cooperation amount of nearly 20 million yuan over four years [3] - Jiangsu Financial Leasing has served over 2,000 sanitation enterprises across 247 cities in China, demonstrating its commitment to the sanitation and environmental sectors [4] Group 2: Shunfeng Erhai Environmental Technology Co., Ltd. (顺丰洱海) - Shunfeng Erhai faced funding challenges for equipment procurement due to long project cycles and insufficient asset collateral, which Jiangsu Financial Leasing addressed with a rapid financing solution [2] - The company has processed over 500,000 tons of waste annually, producing more than 3 million tons of organic fertilizer and nearly 40 million cubic meters of biogas, contributing to ecological sustainability [3] Group 3: Jiangxi Huayu General Aviation Co., Ltd. (华宇通航) - Jiangxi Huayu General Aviation introduced a KA-32A11BC helicopter for forest protection, enhancing fire risk response capabilities in the region [5][6] - Jiangsu Financial Leasing provided a financing solution of 75 million yuan to support the procurement of the helicopter, enabling efficient project execution without utilizing core assets [6] Group 4: Shenzhen Tianying Environmental Energy Co., Ltd. (深圳天楹) - Shenzhen Tianying upgraded its waste incineration plant to handle 1,600 tons of waste daily and generate over 300,000 kWh of green electricity [7] - The company utilized a sale-leaseback model with Jiangsu Financial Leasing to secure 270 million yuan in financing for equipment upgrades, enhancing operational efficiency [8] - Jiangsu Financial Leasing has supported over 100 GW of renewable energy projects, providing financing exceeding 100 billion yuan, thus playing a crucial role in the green transition of various industries [8]

研究早观点 2025 年 6 月 11 日 星期三 市场走势 分析师： 李召麒 执业登记编码：S0760521050001 电话：010-83496307 邮箱：lizhaoqi@sxzq.com 【今日要点】 【行业评论】非银行金融：行业周报（20250602-20250608）：-券商回 购释放信心，行业估值仍处低位 资料来源：最闻 国内市场主要指数 | 指数 | | 收盘 | 涨跌幅% | | --- | --- | --- | --- | | 上证指数 | | 3,384.82 | -0.44 | | 深证成指 | | 10,162.18 | -0.86 | | 沪深 | 300 | 3,865.47 | -0.51 | | 中小板指 | | 6,358.48 | -0.63 | | 创业板指 | | 2,037.27 | -1.17 | | 科创 | 50 | 982.90 | -1.47 | 资料来源：最闻 【行业评论】化学原料：新材料周报（250603-0606）-发改委印发《意 见》鼓励绿电使用，陶氏出售 DowAksa 全部股权 【山证农业】农业行业周报（2025.06.02-2025.06 ...

2025年06月11日 国泰君安期货商品研究晨报-绿色金融与新能源 | 观点与策略 | | --- | | 镍：现实支撑与弱势预期博弈，镍价震荡运行 | 2 | | --- | --- | | 不锈钢：负反馈传导减产增加，钢价区间震荡 | 2 | | 碳酸锂：多空存分歧，上方或仍承压 | 4 | | 工业硅：关注市场情绪变动，盘面偏震荡 | 6 | | 多晶硅：关注SNEC会议信息，盘面推荐空配 | 6 | 期货研究 国 泰 君 安 期 货 研 究 所 商 品 研 究 请务必阅读正文之后的免责条款部分 1 2025 年 6 月 11 日 镍：现实支撑与弱势预期博弈，镍价震荡运行 不锈钢：负反馈传导减产增加，钢价区间震荡 张再宇 投资咨询从业资格号：Z0021479 zhangzaiyu@gtht.com 【基本面跟踪】 镍基本面数据 | | | 指标名称 | T | T-1 | T-5 | T-10 | T-22 | T-66 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 沪镍主力（收盘价） | 121,390 | -1,320 ...

Core Viewpoint - The certification and inspection industry in Jiangsu is playing a crucial role in enhancing the province's new production capacity, developing a new economic structure, and ensuring social welfare through various initiatives and standards [1][5][6]. Group 1: Certification and Standards - Jiangsu has completed 50 key industrial chain quality maps and established 8 provincial quality inspection centers in strategic emerging industries [1]. - The province has developed 11 product carbon footprint accounting standards and issued 73 certification certificates covering 26 product categories [1][2]. - The certification of product carbon footprints is essential for industries like photovoltaics and batteries to meet international market demands and overcome green trade barriers [1][2]. Group 2: Challenges and Solutions - The product carbon labeling certification faces challenges such as insufficient awareness, lack of incentive mechanisms, and the need for improved certification agency capabilities [2]. - A public service platform for product carbon footprint accounting and certification has been established to enhance procurement of carbon-labeled products [2]. - The Jiangsu Product Carbon Labeling Certification Technical Service Alliance has been formed to provide collaborative certification services, with 39 domestic and international certification agencies participating [2]. Group 3: Industry Support and Development - Jiangsu's market regulatory authority has implemented a "chain-based" support strategy to enhance industrial development, focusing on 16 advanced manufacturing clusters and 50 key industrial chains [4][5]. - The province has issued 3653 certificates to support 2800 enterprises, with a satisfaction rate exceeding 98% for assistance programs [5]. - The certification and inspection services have been integrated into Jiangsu's "1650" industrial system, promoting high-quality development and innovative living standards [5][6]. Group 4: Innovation and Economic Growth - The inspection and testing sector is seen as a vital support for emerging fields like low-altitude economy and advanced communications, driving innovation and growth [6]. - Jiangsu has established various alliances to address industry-specific challenges, such as the low-altitude industry inspection alliance and the advanced communication inspection alliance [6]. - The province's inspection and testing industry has shown robust growth, with 4099 institutions generating 33.84 million inspection reports annually and a revenue growth rate of 10.92% in emerging sectors [6]. Group 5: Future Directions - The provincial market regulatory authority aims to enhance the quality of certification and inspection services, integrating them with technological and industrial innovation chains [7]. - There is a commitment to advancing the internationalization of certification and inspection services, particularly in product carbon labeling [7].

深交所。 IC供图 飞行管理制度改革创新 健全金融服务实体经济的激励约束机制。支持深圳开展科技产业金融一体化专项试点。健全科技型企业 信贷、知识产权证券化、科技成果和知识产权交易等实践场景和规则体系。优化科技型企业债权和股权 融资协同衔接机制。深化绿色金融改革。支持保险资金依法合规投资在深圳发起设立的主要投向特定领 域的私募股权投资基金和创业投资基金。允许在香港联合交易所上市的粤港澳大湾区企业，按照政策规 定在深圳证券交易所上市。 创新支持新兴产业发展的体制机制。依托深圳证券交易所科技成果与知识产权交易中心等，构建科技成 果转移转化全链条服务体系。探索人工智能辅助医疗设备准入应用机制，在安全可控前提下，探索人工 智能辅助医疗设备数据采集、集成共享、合规使用的规则及标准。支持深圳深化无人驾驶航空器飞行管 理制度改革创新，完善低空飞行监管规则，探索开展跨境直升机飞行、公益服务等通用航空业务。拓展 储能场景，探索源网荷储一体化商业模式。创新国际性产业与标准组织管理制度。 为深入推进深圳综合改革试点、深化改革创新扩大开放，中办、国办印发《关于深入推进深圳综合改革 试点 深化改革创新扩大开放的意见》。 意见要求坚持顶层 ...

为加大金融支持产业园区绿色转型力度，亚洲开发银行与华夏银行合作设立促进产业园区绿色低碳发展 项目，将支持12家国家级和省级开发区绿色转型。该项目是经国务院批准的主权贷款项目，首期设定贷 款50亿元人民币，期限16年，专项服务产业园区节能、可再生能源、绿色建筑、绿色交通、低碳制造、 循环经济等领域。我国明确提出要"建立一批零碳园区"，绿色金融将迎来更大的发展空间。(央视新闻) ...

Group 1 - Shenzhen has been actively exploring green finance, achieving a green credit balance of 1.023 trillion yuan, a 21.07% increase from the beginning of the year [1] - The implementation of the first national green finance regulation, the "Shenzhen Special Economic Zone Green Finance Regulations," has positioned Shenzhen as a hub for green finance innovation [1] - New green credit products, such as the "carbon reduction loan," have emerged to support high-quality development in green industries, with a specific loan of 3 million yuan issued to a technology company [1] Group 2 - Green insurance plays a crucial role in supporting the green transition by providing loss compensation, risk reduction, and funding guidance, with environmental pollution liability insurance generating a premium of 34.24 million yuan in 2024 [2] - The clean energy sector is a key focus for green insurance, exemplified by the issuance of a long-term quality and performance guarantee insurance for energy storage systems, amounting to over 100 million yuan [2] - Shenzhen aims to establish a multi-tiered, comprehensive, diverse, and sustainable green financial service system within the next five years [2]