双碳目标

Search documents
人这一辈子,一定要去一趟西藏!
Zhong Guo Xin Wen Wang· 2025-08-21 17:46
有人说它是"地球的第三极"; 有人说它是"最接近天空的地方"。 西藏,一个被无数人 列入人生清单的地方。 雄踞于"世界屋脊"的雪域高原, 以其极致的风光、古老的文化和纯粹的信仰, 成为无数人心中的终极梦想。 为何人们总说, 此生必去一趟西藏? 答案,或许只有踏上这片土地才能真正找到。 拉宫。中新社记者 贡嘎来松 摄 触摸中华民族交融的记忆 站在海拔3650米的拉萨街头, 抬头仰望布达拉宫 ——这座始建于公元7世纪的宫殿巍然矗立, 红、白相间的宫墙在蓝天下格外庄严。 阳光耀眼。 一千三百多年的历史沉淀, 让时间在这里凝固。 图为布达 图为布达 拉宫。中新社记者 贡嘎来松 摄 你看到的不仅是建筑瑰宝, 更是汉藏民族团结千年的历史见证。 文成公主的故事至今传唱, 见证着西藏自古以来 就是中国不可分割的一部分, 各民族交往交流交融的史诗 从未间断。 图为大型 史诗剧《文成公主》演出现场。中新社记者 李林 摄 走进大昭寺、八廓街, 朝圣者五体投地, 磕着等身长头。 额头触碰地面的声音此起彼伏, 又能看到市井生活的烟火气。 现代与传统在这里互鉴交融, 藏族同胞们既拿着转经筒, 也用智能手机直播, 展现出一种传统与现代完美 ...
龙蟠科技: 江苏龙蟠科技集团股份有限公司2025年度向特定对象发行A股股票预案
Zheng Quan Zhi Xing· 2025-08-21 16:36
股票简称:龙蟠科技 股票代码:603906 (南京市经济开发区恒通大道 6 号) 江苏龙蟠科技集团股份有限公司 二〇二五年八月 江苏龙蟠科技集团股份有限公司 2025 年度向特定对象发行 A 股股票预案 公司声明 在虚假记载、误导性陈述或重大遗漏,并对其真实性、准确性、完整性承担法律 责任。 负责;因本次向特定对象发行股票引致的投资风险,由投资者自行负责。 的声明均属不实陈述。 其他专业顾问。 项的实质性判断、确认或批准,本预案所述本次向特定对象发行股票相关事项的 生效和完成尚待公司股东会审议通过、上交所审核通过并获得中国证监会同意注 册的批复。 江苏龙蟠科技集团股份有限公司 2025 年度向特定对象发行 A 股股票预案 重大事项提示 本部分所述的词语或简称与本预案"释义"中所定义的词语或简称具有相同 含义。 议审议通过,根据有关法律、法规的规定,本次发行尚需公司股东会审议通过、 上交所审核通过并获得中国证监会同意注册的批复后方可实施。 定的证券投资基金管理公司、证券公司、信托公司、财务公司、保险公司、合格 境外机构投资者,以及符合法律法规规定的其他法人、自然人或其他合格的投资 者。证券投资基金管理公司、证券 ...
龙蟠科技: 江苏龙蟠科技集团股份有限公司2025年度向特定对象发行A股股票方案的论证分析报告
Zheng Quan Zhi Xing· 2025-08-21 16:36
Core Viewpoint - The company plans to issue A-shares to specific investors to optimize its capital structure and enhance its operational capabilities in response to the growing demand in the new energy and energy storage sectors, driven by national policies and market trends [1][5][21] Group 1: Background and Purpose of the Stock Issuance - The issuance is set against the backdrop of China's "dual carbon" goals, with the transportation sector transitioning to new energy, creating significant opportunities for the electric vehicle and energy storage industries [1][4] - The demand for energy storage is rapidly increasing due to the instability of renewable energy sources, leading to a surge in battery shipments, with China's power battery shipments expected to reach 630 GWh in 2023 and 780 GWh in 2024, representing year-on-year growth of 31.3% and 23.8% respectively [1][2] - The company aims to enhance its production capacity for high-performance lithium iron phosphate (LFP) cathode materials to meet the growing market demand, as LFP batteries are projected to dominate the market with a 72% share in power battery shipments by 2024 [1][2][3] Group 2: Investment and Financial Strategy - The company plans to raise up to 2 billion RMB through this issuance, primarily to fund the construction of production lines for high-performance LFP materials and to supplement working capital [5][12] - The issuance is expected to lower the company's debt-to-asset ratio, which stood at 78.41% as of June 30, 2025, thereby enhancing financial stability and reducing operational risks [4][5] - The company has been investing in R&D to develop differentiated products with higher energy density and longer cycle life, which are essential for maintaining competitiveness in the rapidly evolving battery market [3][4] Group 3: Market Position and Competitive Landscape - The company has established strong business relationships with major battery manufacturers such as CATL and LG Energy, positioning itself as a key player in the LFP materials market [4][5] - The competitive landscape is characterized by rapid capacity expansion in the LFP sector, with many companies entering the market, leading to potential overcapacity and increased competition [2][3] - The company aims to leverage its technological advancements and production capabilities to capture a larger market share in the high-performance cathode materials segment [4][5]
全球首次!中国月用电量破万亿,这串数字到底有多“燃”?
Sou Hu Cai Jing· 2025-08-21 15:49
Core Insights - In July, China's total electricity consumption surpassed 1 trillion kilowatt-hours for the first time, reaching 1.02 trillion kilowatt-hours, marking a historic milestone in global electricity consumption [1][3]. Economic Indicators - The July electricity consumption is double that of ten years ago and is equivalent to the total annual electricity consumption of ASEAN countries, indicating significant economic activity [3]. - The increase in electricity usage is closely linked to economic vitality, with industrial electricity consumption showing steady growth, particularly in high-tech manufacturing and the new energy vehicle sector, reflecting ongoing optimization of China's industrial structure [3][5]. Weather Impact - Extreme high temperatures in July contributed significantly to the surge in electricity consumption, with residential electricity usage increasing by 18% year-on-year, and some regions like Henan and Shandong experiencing over 30% growth [5]. Energy Transition - The increase in electricity consumption also highlights a positive trend towards a greener energy structure, with wind and solar power accounting for nearly one-quarter of total electricity generation in July, indicating a shift towards clean and low-carbon energy sources [5]. Future Outlook - The record electricity consumption not only serves as evidence of economic recovery but also illustrates China's pursuit of high-quality development under its "dual carbon" goals, showcasing the country's resilience and vitality as it moves towards a broader future [7].
3个月没买美国油?可把美国急坏了,关于两国关系我方高层表态
Sou Hu Cai Jing· 2025-08-21 09:52
Group 1 - China has completely ceased imports of U.S. liquefied natural gas (LNG) and crude oil for three consecutive months, marking the longest interruption since the trade conflict began in 2018 [1][3][5] - The Chinese government has imposed significant tariffs on U.S. energy imports, with rates reaching 94% for crude oil and 99% for LNG, severely undermining the price competitiveness of U.S. energy products [5][11] - The U.S. shale oil industry is facing dual pressures from rising equipment costs due to tariffs and falling international oil prices, pushing many companies towards survival challenges [7][9] Group 2 - China's energy import strategy is diversifying, with a notable decrease in U.S. crude oil imports, which accounted for only 1.74% of total imports last year, ranking 11th among sources [11][13] - Domestic oil production in China is expected to continue growing, supported by advancements in exploration technology and increased development efforts [13][17] - The geopolitical landscape is shifting, with China strengthening energy ties with Middle Eastern and Russian partners while maintaining a cautious stance towards U.S. relations [15][20] Group 3 - The number of drilling platforms in the U.S. Permian Basin has decreased by approximately 3% over the past month, leading to capital expenditure cuts and layoffs among shale oil companies [19] - The U.S. oil industry is projected to see a 40% increase in pipe prices by Q4 2025, reflecting the ongoing cost pressures from tariffs [9] - China's energy security strategy is evolving from merely ensuring supply to focusing on transformation through green technology and efficiency improvements [17]
抓住改善型需求,是对于当下市场的一剂良药
Sou Hu Cai Jing· 2025-08-21 08:13
艾肯网发布《中国中央空调存量市场报告(2024版)》的统计数据,在2006年至2015年这十年间,中国中央空调存量市场的总规模累计达到了4915 亿元人民币。 在房地产"黄金时代",暖通行业的增长逻辑简单而直接,跟随新楼盘拔地而起,将中央空调、采暖设备源源不断装入新建的楼宇,然而当国内房 地产行业陷入调整期,随之而来的是增量市场消退,存量市场崛起,同时这几组数字背后,隐藏着暖通行业从"新建驱动"转向"改善主导"的必然 逻辑。 当然,这里所说改善需求不仅只是房产市场的舒适改善,更是既有建筑的节能改造和智能化升级这个大市场。 来源:艾肯网 区别于新建市场的"从无到有",改善型需求聚焦于"从有到优"。 先来看几组数据,根据中指研究院的数据来看,2025上半年房地产市场产品结构90-140平方米首改类项目销售额占比45.7%,占比最高,仍是当前 的主力产品;140-200平方米改善类项目销售额占比提升0.3个百分点至26.5%,200平方米以上高端类项目销售额占比为15.6%,同比增长0.1个百分 点,增幅仅次于改善类项目。 根据《中国建筑行业现状深度调研与发展趋势分析报告(2023-2030年)》显示,中国有超过6 ...
富春环保: 2025年半年度报告
Zheng Quan Zhi Xing· 2025-08-21 08:12
Core Viewpoint - Zhejiang Fuchunjiang Environmental Thermoelectric Co., Ltd. reported a 13.07% increase in revenue for the first half of 2025, reaching approximately 2.50 billion yuan, driven by its diversified business model in energy and environmental management [2][3]. Company Overview and Financial Indicators - The company operates in the circular economy sector, focusing on combined heat and power generation, solid waste resource recovery, and environmental monitoring [3]. - The total assets at the end of the reporting period were approximately 8.46 billion yuan, a slight decrease of 1.00% from the previous year [2]. - The net profit attributable to shareholders increased by 51.69% to approximately 132.81 million yuan [2]. Business Operations - The company has expanded its operations across four provinces: Zhejiang, Jiangsu, Jiangxi, and Shandong, utilizing a model of "combined heat and power + solid waste resource recovery + environmental monitoring" [3]. - The company has two ongoing combined heat and power expansion projects, with a total planned capacity increase of 43 MW and steam generation capacity of 360 tons/hour [3]. Revenue Composition - The revenue from combined heat and power generation accounted for 48.96% of total revenue, while the revenue from non-ferrous metal resource utilization decreased by 4.16% compared to the previous year [7][8]. - The company reported a significant increase in sales of recycled non-ferrous metals, including 2,525.97 tons of tin and 185.21 kg of gold during the reporting period [3]. Market Trends and Regulatory Environment - The solid waste and hazardous waste resource recovery market is expected to grow significantly, with projections indicating a market size exceeding 500 billion yuan by 2025, driven by stricter environmental regulations [3]. - The implementation of the "National Hazardous Waste Directory (2025 Edition)" aims to enhance the management and resource utilization of hazardous waste, aligning with national goals for a "waste-free city" and carbon neutrality [3]. Competitive Advantages - The company has established a strong market position through early entry into the industry and strategic acquisitions, enhancing its resilience against market risks [6]. - The company collaborates with multiple universities to develop advanced technologies in environmental monitoring and waste management, maintaining a competitive edge in the sector [6].
500辆新能源重卡交付贵州 谁家车?
第一商用车网· 2025-08-21 06:56
哆啦好运新能源物流共创平台全国推介会(贵阳首站)暨500辆徐工新能源重卡交车仪式近日 在贵阳举行。投入市场后,500辆徐工新能源重卡将直接服务于贵州省内水泥、砂石等建材的 中短途运输。 本次交付的500辆徐工新能源重卡集成了宁德时代的动力电池技术以及苏州绿控传动的电驱系 统,车辆针对贵州山地复杂地形,专门优化了动力系统,提升了重载爬坡性能。值得一提的 是,首批投入运营车辆在矿山短驳运输线路,单公里能耗成本降低了45%,每月减少二氧化碳 排放超300吨。 "水泥、砂石等大宗建材运输在碳排放中占比较高,是实现绿色转型的重点攻坚方向。"贵州省 水泥工业协会、贵州省建筑材料联合会会长龚雷海在致辞中说,推广新能源重卡已成为建材行 业提升竞争力、实现可持续发展的必然选择。 "贵阳作为西南地区的交通和物流枢纽,其短途高频、路线固定的运输特点,能够充分发挥新 能源重卡的优势。此次500台重卡的投入使用,标志着平台从规划阶段迈入规模化实际运营阶 段。"贵州哆啦好运网络科技有限公司董事长尚剑波说。 贵州省物流行业协会秘书长高波介绍,贵州省新能源物流产业联盟内的企业为新能源车辆预留 了专用停车和充换电区域,多家货主单位也达成了长期 ...
及安盾消防推进绿色工厂建设,助力行业低碳转型
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-08-21 06:12
2025年7月,湖北省经济和信息化厅公布绿色制造名单,290家单位获评绿色工厂。湖北及安盾消防科技有限公司(以下简称"及安盾消防")作为典型案例,成 为省内绿色工厂建设的标杆之一。 | e 2025-07-21 11:35 | 다 湖北省经济和信息化厅 | | A A | | --- | --- | --- | --- | | 索 引 号 | 757009218/2025-23255 | 发文日期 | 2025-07-21 | | 发布机构 | 湖北省经济和信息化厅 | | | | 分 | 其他 | 有 效 性 | 有效 | 在此背景下,主动推进绿色工厂建设,已成为企业在产业绿色转型与市场竞争中稳固地位的关键抓手。及安盾消防以此为导向,将绿色理念贯穿于工厂建设 与运营的全流程。 首先,打造绿色工厂需要在厂房建设与设备配置上同步发力。以及安盾消防为例,充分利用自然采光与通风,并在园区广泛采用太阳能光伏路灯,实现约 90%的厂区道路与公共区域照明由太阳能供电;关键生产设备优先采用符合国家一级能效标准的设备,平均运行效率提升约10%;引入自动化控制系统,实 时优化压力、温度、速度等运行参数,减少无效能耗。上述措施落 ...
证券公司投资银行业务,在产业企业绿色低碳转型中的创新模式研究
Zhong Guo Zheng Quan Bao· 2025-08-21 04:33
Group 1 - The article emphasizes the importance of financial support in achieving the "dual carbon" goals, highlighting the role of financial institutions in directing resources towards low-carbon technologies and innovative models [1][2] - The investment market for zero-carbon energy transition is expected to emerge in seven key areas: renewable resource utilization, energy efficiency improvement, electrification of end-use consumption, zero-carbon power generation technology, energy storage, hydrogen energy, and digitalization [1][2] - The broad definition of investment banking is expanding beyond traditional roles to include comprehensive services such as policy research, market analysis, strategic planning, and risk management, particularly in the context of green finance and sustainable development [3][4] Group 2 - The carbon market in China is in a rapid expansion phase, with new regulations being introduced to include more industries in carbon emissions reporting and verification, marking a significant step towards a more comprehensive carbon trading system [6][7] - Investment banks can provide carbon asset management services, including carbon emission assessments, reduction strategy design, and trading optimization, thereby helping companies navigate the complexities of carbon trading [9] - Green electricity trading is a system that integrates the trading of electricity value with renewable energy attributes, allowing for a more efficient connection between supply and demand in the renewable energy sector [12][13] Group 3 - Carbon asset development is crucial for converting carbon emissions rights into economically valuable assets, with various projects such as forestry carbon sinks and renewable energy generation being key avenues for generating carbon credits [14][15] - Investment banks are positioned to offer comprehensive solutions for companies facing new compliance requirements due to policies like the EU carbon border tax, including building carbon footprint management systems and providing ESG consulting services [16][20][24] - The transition to zero-carbon energy presents significant opportunities for investment banks to support renewable energy companies through equity investments, underwriting, and mergers and acquisitions, thereby enhancing their market presence and value [25]