金十数据6月22日讯，应德国社民党邀请，中共中央政治局委员、重庆市委书记袁家军率中共代表团于6 月19日至22日访德。袁家军表示，中方愿同德方加强战略沟通，深挖合作潜力，推动中德、中欧关系健 康稳定发展。重庆将落实两国领导人重要共识，拓展同德方的科技创新、经贸物流、绿色低碳及产业合 作，助力中德友好互利合作。 （新华社） 袁家军率中共代表团访问德国 ...

转自：前瞻产业研究院 行业主要上市公司：中国铝业(SH:601600)、南山铝业(SH:600219)、云铝股份(SZ:000807)、神火股份 (SZ:000933)、明泰铝业(SH:601677)、中孚实业(SH:600595)、新疆众和(SH:600888)、豪美新材 (SZ:002988)、亚太科技(SZ:002540)、天山铝业(SZ:002532)等 本文核心数据：中国铝型材行业政策历程;政策汇总;政策解读等 1、政策历程图 2、国家层面政策汇总及解读 ——国家层面铝型材行业政策汇总 中国政府在铝型材行业的发展上做出了全面而深远的规划和努力。国家层面强调了绿色环保和低碳发展 的新基调，特别是在"十四五"规划中，明确提出了要加快推进铝工业的转型升级，促进绿色低碳发展。 政府还出台了《关于调整出口退税政策的公告》以引导国内铝企业高质量发展，推动中国由铝工业大国 向铝工业强国转变。技术创新方面，政府推动铝合金等金属材料及其复合材料的标准制定，明确专用材 料的品质指标，提升性能稳定性。 中国政府在铝型材行业政策方面做出了一系列规划和努力，旨在推动行业的绿色发展、技术创新和国际 竞争力提升，以实现铝工业的高 ...

Group 1 - The core viewpoint of the news is the recognition of the Suzhou Industrial Park Circular Economy Industrial Park as a typical case for green low-carbon development by the Ministry of Ecology and Environment, highlighting its role in waste management and resource recycling [1][3] - The Circular Economy Industrial Park has established a comprehensive industrial chain that interconnects various facilities for wastewater treatment, organic waste processing, and energy generation, effectively transforming waste into valuable resources [1][2] - The park has achieved significant environmental and economic benefits, processing nearly 100 million tons of wastewater and reducing chemical oxygen demand (CODcr) by over 41,000 tons, while also producing biogas and biodiesel from waste [2][3] Group 2 - The Circular Economy Industrial Park serves as a model for green development in the Yangtze River Delta region, contributing to the ecological environment and economic growth [3] - The park is undergoing a green upgrade focused on pollution reduction, carbon reduction, and efficiency enhancement, with investments in renewable energy projects such as solar power and energy storage [3] - The park aims to optimize its energy utilization structure and increase the proportion of renewable energy, moving towards the goal of a "near-zero carbon" infrastructure [3]

Core Viewpoint - The article highlights the significant role of the green low-carbon supply chain public service platform in Shanghai's Baoshan District, driven by the CN100 Green Low-Carbon Supply Chain Alliance, in facilitating the green transformation of supply chains and urban integration [3][4][6]. Group 1: Green Low-Carbon Supply Chain Platform - The green low-carbon supply chain platform, known as the "Green Chain Platform," aims to build a comprehensive service ecosystem for green low-carbon industries by integrating various service providers [4][6]. - The platform is a response to the EU's Carbon Border Adjustment Mechanism (CBAM) and aims to support Chinese enterprises in adapting to international green trade standards [6][12]. - The platform facilitates the establishment of a carbon footprint database and promotes data sharing among different industries to enhance transparency and traceability [8][11]. Group 2: Role of Key Enterprises - Baowu Group, as a state-owned enterprise, has been proactive in exploring low-carbon technologies and services, laying the groundwork for the Green Chain Platform [4][6]. - The platform collaborates with various enterprises, including banks, to provide green financial services and support for carbon footprint reporting [14][19]. - The CN100 Alliance, comprising leading enterprises from various sectors, plays a crucial role in driving the platform's initiatives and promoting data disclosure [7][8]. Group 3: Financial and Technological Integration - The integration of carbon asset management and carbon technology is essential for achieving net-zero emissions, with the platform facilitating this process [16][17]. - Financial institutions are increasingly evaluating companies based on their carbon footprint data, which can lead to favorable loan conditions for those committed to green practices [14][15]. - The platform is working on developing a comprehensive carbon technology and asset management module to enhance the efficiency of public services [17][19]. Group 4: Future Directions and Challenges - The establishment of localized carbon footprint data and methods that align with international standards is critical for Chinese enterprises to navigate green trade barriers [11][12]. - The platform aims to create a "zero-carbon space" by implementing energy-saving measures and promoting biodiversity in future developments [19]. - Continuous collaboration among industries is necessary to refine data accuracy and enhance the overall effectiveness of the green low-carbon transition [11][13].

Core Viewpoint - The rapid growth of wind and solar energy has created a pressing demand for new energy storage solutions due to their inherent volatility and intermittency, leading to the emergence of a private company in Dalian, Liaoning, as a global "unicorn" in the vanadium flow battery storage sector despite years of operating losses [1][8]. Group 1: Company Development - The company transitioned from purifying vanadium chemicals for aerospace and environmental applications to focusing on vanadium flow batteries, recognizing the opportunity presented by China's shift towards green and low-carbon energy [5][8]. - The company has invested 2 billion yuan over the past decade in technological innovation and industrial development, achieving breakthroughs in electrochemical technology, core material technology, and stack technology, resulting in over 500 domestic and international patents [24][29]. - The company has developed the world's largest vanadium electrolyte production base, capturing 60% of the global vanadium battery market and 80% of the vanadium electrolyte sales market [29]. Group 2: Technological Advancements - The lifespan of vanadium flow batteries can reach over 20 years, and they are characterized by high safety and environmental friendliness, although their high costs have limited widespread adoption [8][10]. - The company has made significant progress in reducing the thickness of battery electrodes from 6.35 mm to around 2.5 mm, enhancing performance while using only one-third of the original materials to achieve the same energy storage effect [20][18]. - The company has established a joint laboratory with the Dalian Institute of Chemical Physics to explore large-scale industrial production of vanadium batteries, overcoming numerous challenges in the process [11][12]. Group 3: Government Support and Industry Standards - Local government has supported the company by guiding it to participate in various national and provincial technology projects, providing research funding, and facilitating communication between the government and the company [22][20]. - The company has played a leading role in formulating industry standards for vanadium flow batteries, including international standards set by the International Electrotechnical Commission (IEC) [26][24]. - As the demand for energy storage grows with the expansion of new energy installations, the company is poised to capitalize on this market opportunity [28].

Group 1 - The article highlights the emergence of new business leaders from Henan, showcasing a transformation in the region's economic landscape [2][3] - The "Two Highs and Four Focuses" framework proposed by President Xi Jinping emphasizes high-quality development and efficient governance as essential for Henan's modernization [4][5] - Henan's agricultural strength is underscored, with the province being a key contributor to national food security, producing over 1.3 trillion jin of grain annually [6][13] Group 2 - The establishment of high-standard farmland and the integration of smart agricultural technologies are enhancing productivity and ensuring food security in Henan [9][12] - The province is advancing towards a modern food industry, aiming to transition from being a "grain warehouse" to a significant player in the national and global food market [14][15] - The manufacturing sector in Henan is evolving, with a focus on intelligent and green manufacturing practices, exemplified by companies like BYD and the Luoyang Bearing Group [16][17][18] Group 3 - Social governance initiatives are being implemented to address complex societal issues, with a focus on community engagement and grassroots participation [21][22] - The integration of technology in public services is transforming governance, making processes more efficient and accessible for citizens [25][26] - The article emphasizes the importance of environmental protection and sustainable development as integral to Henan's economic strategy [30][33] Group 4 - Cultural development is highlighted as a vital component of Henan's modernization, with efforts to promote local heritage and engage the community through innovative cultural experiences [36][39] - The article discusses the potential for cultural brands to drive economic growth and enhance the region's identity in the new development landscape [45][46]

工业和信息化部党组6月19日开展理论学习中心组学习。会议强调，要深刻认识制造业在推动经济绿色 发展和保障能源安全中的关键性、基础性作用，不断推进产业科技创新，持续提升新能源装备发展水 平，增强高质量技术供给能力，筑牢能源安全基石。要立足实现碳达峰 碳中和目标，加快推动 绿色低 碳发展，大力推动传统产业绿色转型，进一步提升资源循环利用水平，巩固绿色低碳产业竞争优势。要 加快培育新兴产业绿色动能，坚持把绿色低碳作为新兴产业前瞻布局的重点方向，聚焦清洁低碳氢、新 型储能、绿色智算等重点行业，强化前沿技术创新与标志性产品开发，加快解决方案研制与典型应用场 景拓展。 ...

Core Viewpoint - China National Offshore Oil Corporation (CNOOC) aims to achieve an oil and gas production target of 40 million tons this year from the Bohai Oilfield while maintaining cost advantages in oil production amidst the "dual carbon" goals [2][3][4] Group 1: Production and Development - The Bohai Oilfield is a key area for CNOOC, contributing significantly to China's oil and gas production, with plans for marine crude oil production to account for approximately 80% of the national total increase by 2024 [3][4] - The Bohai Oilfield has seen a continuous increase in production since 2019, with daily crude oil production surpassing 100,000 tons, representing nearly one-sixth of the national output [4][5] - As of the end of last year, the Bohai Oilfield confirmed net reserves of 2.24 billion barrels of oil equivalent (approximately 306 million tons), accounting for about 30% of CNOOC's total reserves [7] Group 2: Technological Advancements - CNOOC has made significant breakthroughs in exploration and development technologies, including the development of heavy oil extraction techniques and deepwater oil and gas equipment [5][9] - The company has implemented a modular assembly approach for platform construction, reducing project timelines to 3-5 years [9] - CNOOC's first deepwater jacket platform and cylindrical FPSO have been successfully deployed, extending the production life of oil fields and reducing development costs [5][9] Group 3: Cost Management and Efficiency - CNOOC has maintained a low cost of approximately $28 per barrel, the lowest among major oil companies, despite the higher challenges of offshore exploration [8][10] - The company has implemented a cost reduction and efficiency enhancement strategy since 2014, focusing on project economic viability and management innovation [9][10] - Energy-saving measures at the Bohai Oilfield have led to a reduction in daily electricity consumption by 13,300 kWh, translating to annual savings of over 3.6 million yuan [10] Group 4: Environmental Considerations - CNOOC is committed to a development philosophy that balances protection and development, aiming to implement a carbon capture, utilization, and storage (CCUS) center in the Bohai region [9][10] - The company has replaced traditional oil and gas power generation methods with shore power, marking the largest offshore oil field shore power project in China [9]

Core Viewpoint - The company aims to enhance operational quality and profitability through the "Quality Improvement and Efficiency Enhancement Return" action plan for 2024 and 2025, responding to the Shanghai Stock Exchange's initiative to protect investor interests and boost confidence [1][2]. Group 1: Business Performance and Strategy - The company focuses on its four main business segments: fluorocarbon chemicals, fluorine-containing polymer materials, fluorine-containing fine chemicals, and chemical raw materials, achieving a revenue of 4.605 billion yuan in 2024, a year-on-year increase of 5.42% [2][3]. - Domestic sales showed strong growth, with revenue reaching 2.988 billion yuan in 2024, up 15.30% year-on-year, increasing its share of total revenue from 60.97% in 2023 to 67.30% in 2024 [3]. - The company successfully raised 1.736 billion yuan through a targeted stock issuance, which will support the construction of a new energy materials industrial park [2][3]. Group 2: Innovation and Development - The company is committed to product iteration and upgrading, focusing on the development of second and third-generation refrigerants and accelerating the innovation of fourth-generation refrigerants [4]. - A total of 17 new patents were added in 2024, including 3 invention patents and 14 utility model patents, enhancing the company's technological capabilities [5]. - The company has established a research and development system that integrates various research institutes to improve innovation efficiency and protect intellectual property [5]. Group 3: Investor Relations and Communication - The company emphasizes high-quality information disclosure, having published 6 regular reports and 122 temporary announcements in 2024, and has received an "A" rating for information disclosure from the Shanghai Stock Exchange for two consecutive years [6][7]. - A cash dividend of 57 million yuan was distributed to shareholders in 2024, with a planned increase to 117 million yuan in 2025, representing a year-on-year growth of 105.82% [5][6]. Group 4: Corporate Governance - The company is enhancing its internal governance structure and compliance awareness, conducting training for board members and senior management to improve operational efficiency [8][9]. - An employee stock ownership plan was implemented, covering 388 employees and aligning their interests with those of the company and shareholders [9][10].

Group 1 - The core viewpoint of the article highlights the successful launch of a 200,000 tons/year biodiesel isomerization project by Beijing Haineng Technology Co., Ltd. (referred to as Haineng) in the sustainable aviation fuel (SAF) sector, marking a significant capacity enhancement and contributing to China's green low-carbon aviation industry [2][3] - SAF is produced from renewable resources or waste materials, allowing for the transformation of waste cooking oil into "green fuel" for aircraft, which is renewable, low-carbon, and compatible with existing facilities, thus providing a feasible path for reducing carbon emissions in the aviation industry and achieving China's carbon peak and carbon neutrality goals [2] - Haineng has established a comprehensive management system covering raw material layout, process research and development, and production manufacturing, based on its existing 400,000 tons/year bioenergy project, by constructing a new 200,000 tons/year biodiesel isomerization facility using waste animal and vegetable oils as raw materials [2] Group 2 - Haineng is set to receive the sustainable aviation fuel airworthiness certification from the Civil Aviation Administration of China in 2024, becoming the first local state-owned enterprise to obtain this certification, demonstrating its commitment to high-quality SAF product development [3] - A strategic cooperation agreement has been signed between the Haidian District government and China Aviation Oil Group to build a green production system, aiming for high-quality cooperation and win-win outcomes [3] - Starting from March 19, 2025, all domestic flights departing from Beijing Daxing, Chengdu Shuangliu, Zhengzhou Xinzheng, and Ningbo Lishe airports will regularly mix 1% SAF fuel, indicating a growing demand for SAF driven by policy initiatives, which will provide new growth points for the SAF industry [3]