转自：北京日报客户端 要破解这些难题，亟需一场系统性突破。 作为我国经济活动最集中、能源消费和碳排放最密集的空间单元，园区成为重要突破口。 内蒙古鄂尔多斯蒙苏经济开发区内，蓝色光伏板和风力发电机正将风光资源转化为源源不断的清洁绿 电。 相隔千里之外的江苏，盐城大丰港经济开发区首创的"一对多"绿电直供系统实现了绿电精准输送与高效 利用。 2025年9月21日，江苏盐城，风力发电机组迎风旋转。 一场场零碳实践，正在中国大地上多点开花。 然而，地方试点如何升级为系统的国家工程？ 12月26日，国家发展改革委办公厅等部门公布《国家级零碳园区建设名单（第一批）》，共纳入52个园 区，标志着我国零碳园区建设正式进入"国家队"时间。 当前，我国正处于实现"双碳"目标、加紧经济社会发展全面绿色转型的关键期，但也面临着新能源消纳 压力增大、重点行业深度减排难度大、国际绿色贸易壁垒层出不穷等问题。 而零碳园区建设，意味着将使园区内生产生活活动产生的二氧化碳排放降至"近零"水平，并具备进一步 达到"净零"的条件。 这不仅是园区发展模式的一次重大转变，更是我国深入推进绿色转型、探索低碳化发展新路径的重要一 步。 从2025年政府工作 ...

Group 1 - The core viewpoint of the news is the introduction of the "Climate Guidelines," which marks a significant step towards a unified sustainable disclosure framework in China, aimed at enhancing corporate transparency regarding climate-related actions and risks [1][3][11] - The "Climate Guidelines" are positioned as a trial document, allowing voluntary implementation by companies, with plans for gradual expansion from listed to non-listed companies and from large to small enterprises [1][3][9] - The guidelines consist of four main parts: governance, strategy, risk and opportunity management, and metrics and targets, aligning with international standards such as IFRS and TCFD [5][6][7] Group 2 - The implementation of the "Climate Guidelines" is expected to reduce compliance and communication costs for companies, providing a transparent framework for disclosing climate actions and risks [8][9] - A+H share listed companies are identified as the core group affected by the guidelines, as they will no longer need to comply with two different sets of standards, thus lowering compliance pressure [9][10] - The guidelines will encourage companies to focus on climate issues, enhancing their governance mechanisms and risk management processes, which is seen as a breakthrough in corporate climate awareness [13]

Core Viewpoint - The issuance of the "Basic Rules for Long-term Electricity Market" aims to accelerate the construction of a unified national electricity market system, standardize long-term electricity trading behavior, and ensure the orderly operation of the electricity market starting from March 1, 2026, for a duration of five years [1] Group 1: Key Revisions in the Rules - The rules adapt to the current and long-term needs of the electricity market by incorporating mechanisms for cross-grid transactions and flexible inter-provincial trading, while also enhancing risk prevention requirements [2] - The rules streamline the foundational rule system by merging content from the previous green electricity trading chapter and removing redundant information, thereby reinforcing the coordination of the "1+6" foundational rule system [2] - The rules encourage longer and shorter trading cycles, promoting multi-year transactions and daily continuous trading to enhance market flexibility and coordination with the spot market [2] Group 2: Market Structure and Participants - The rules promote the coupling of inter-provincial and intra-provincial trading, encouraging innovation in regional trading mechanisms and optimizing resource allocation across a larger area [3] - The inclusion of new types of market participants, such as distributed photovoltaics and energy storage, is a significant highlight, clarifying their rights and obligations while supporting decentralized resources to participate in market trading [3] - The optimization of trading varieties and pricing mechanisms is emphasized, with the rules specifying that long-term trading will cover various periods and that monthly trading will generally open continuously on a daily basis [3] Group 3: Green Electricity Trading - The rules detail the trading model for green electricity, stating that the price will consist of energy price and environmental value, with separate settlements to ensure traceability of the environmental value [3] Group 4: Market Oversight - The National Energy Administration will closely monitor the operation of the long-term electricity market and ensure that market operators conduct transactions in a standardized manner, while also regulating the participation of various market entities [4]

Core Viewpoint - The article discusses the issuance of the "Basic Rules for Long-term Electricity Market" by the National Development and Reform Commission and the National Energy Administration, effective from March 1, 2026, for a duration of five years, aimed at promoting a unified, open, competitive, and orderly electricity market in China [1]. Summary by Sections Section 1: Background and Context - The new rules are part of ongoing reforms in the electricity sector, building on previous rules established in 2016 and 2020, which laid a solid foundation for the healthy development and regulation of the electricity market. In the first three quarters of this year, long-term trading accounted for 95.9% of the total market trading volume [1]. Section 2: Key Revisions - The rules adapt to current and long-term needs of the electricity market by incorporating mechanisms for cross-grid transactions and flexible inter-provincial trading, while also enhancing risk prevention measures [2]. - The rules streamline the foundational rule system by merging content from previous regulations and eliminating redundant sections, thereby reinforcing the integration of the "1+6" foundational rule system [2]. - The rules encourage longer and shorter trading cycles, promoting multi-year transactions and daily continuous trading to enhance market flexibility and coordination with the spot market [2]. Section 3: Market Structure and Mechanisms - The rules aim to facilitate the coupling of inter-provincial and intra-provincial trading, promoting regular cross-grid transactions and innovative mechanisms for regional inter-provincial trading [3]. - The electricity trading platform is required to achieve "four unifications": unified platform architecture, technical standards, core functions, and interaction specifications to support data integration across the national electricity market [3]. Section 4: Expansion of Market Participants - A significant highlight of the rules is the inclusion of new types of market participants, such as distributed photovoltaics and energy storage, as well as resource aggregation entities like virtual power plants and smart microgrids, clarifying their rights and obligations [4]. - The rules optimize trading varieties and pricing mechanisms, allowing for multi-period transactions and continuous daily trading within the month to enhance trading flexibility [4]. - In terms of green electricity trading, the rules specify that the price consists of energy price and environmental value, ensuring traceability and synchronization of green certificates with transactions to support carbon neutrality goals [4]. Section 5: Regulatory Oversight - The National Energy Administration will closely monitor the operation of the long-term electricity market, ensuring that market operators conduct transactions in a regulated manner and that various market participants comply with the rules [4].

Core Insights - The bond underwriting business of CITIC Securities has shown strong momentum, with a cumulative underwriting scale exceeding 7.4 trillion yuan and over 18,500 bonds since 2021, ranking among the top two in the industry for five consecutive years [1] - The company has provided bond financing services to over 2,200 enterprises, covering various market entities including state-owned, private, and innovative companies [1] Group 1: Business Structure and Service Capability - CITIC Securities has demonstrated a multi-layered and comprehensive approach in serving the real economy and national strategies, with a cumulative underwriting scale of over 2.3 trillion yuan in the industrial bond sector, primarily funding strategic industries such as high-end manufacturing and green low-carbon technologies [2] - The company has ranked first in the market for asset securitization, with significant projects in renewable energy and infrastructure, including the first public REITs for central enterprises in the renewable energy sector [2] - In cross-border financing, CITIC Securities has underwritten over 700 offshore bonds, raising nearly 200 billion yuan, and has entered the top four among Chinese securities firms in Bloomberg's G3 currency underwriting rankings [2] Group 2: Focus on Innovation and Green Finance - CITIC Securities has increased its service efforts in the fields of technology innovation and green finance, leading the industry in bond underwriting for technology-themed bonds, with over 1,000 bonds and a scale exceeding 3.8 trillion yuan [3] - The company has also underwritten over 450 green-themed bonds, surpassing 2.3 trillion yuan, supporting projects in clean energy, marine economic protection, and low-carbon transitions in traditional industries [3] - The bond market has played a crucial role in expanding direct financing, optimizing financing structures, and reducing financing costs for the real economy, with CITIC Securities guiding funds towards national strategic priorities [3] Group 3: Future Outlook - The bond market is expected to further leverage its flexible terms and diverse varieties to inject more financial resources into the real economy as the construction of a financial power progresses [4]

12月25日，舍得酒业分布式光伏发电项目竣工顺利并网发电，标志着舍得酒业在推进节能降碳、实现可持续发展的道路上再次迈出了坚实一步。 聚焦新能源探索与应用，是舍得酒业落实"双碳"目标的主线之一。此次光伏项目的成功并网，是舍得酒业贯彻落实公司"双碳"行动方案、系统性推进能源 结构转型的关键举措。它不仅是舍得酒业在生产环节大规模利用绿色电力的开端，更将为打造零碳工厂、引领行业绿色转型注入强大的"新动能"。 12月25日，舍得酒业分布式光伏发电项目竣工顺利并网发电，标志着舍得酒业在推进节能降碳、实现可持续发展的道路上再次迈出了坚实一步。 聚焦新能源探索与应用，是舍得酒业落实"双碳"目标的主线之一。此次光伏项目的成功并网，是舍得酒业贯彻落实公司"双碳"行动方案、系统性推进能源 结构转型的关键举措。它不仅是舍得酒业在生产环节大规模利用绿色电力的开端，更将为打造零碳工厂、引领行业绿色转型注入强大的"新动能"。 舍得酒业将绿色发展深度融入战略规划与日常运营，制定了清晰的碳达峰碳中和行动路径：从厂区内大规模铺设的太阳能路灯，到大力推广厂区车辆电动 化，再到此次分布式光伏并网发电，一系列举措共同构成了舍得酒业对绿色能源应用的积极 ...

格隆汇12月26日丨建研设计(301167.SZ)公布，根据安徽省住房和城乡建设厅网站近日发布的行政许可 审批公告，安徽省建筑设计研究总院股份有限公司申请的工程设计专业类新能源发电乙级资质通过审 批。该项资质的取得，完善了公司资质体系，标志着公司具备太阳能、地热、垃圾、秸秆等可再生能源 发电工程设计能力，有利于提升公司在该领域的业务拓展能力和市场竞争力，是公司紧跟国家"双碳"目 标推动主营业务增长的重要举措，对公司长期经营发展具有积极影响。 ...

Core Viewpoint - The company is accelerating its transition from traditional business to a comprehensive new energy service provider, contributing to local "dual carbon" goals and enhancing public transportation services through various projects [1] Group 1: Project Developments - The "光储充" integrated low-carbon demonstration project at Yuanshan Service Area on Huida Expressway has been recognized as a national pilot project, showcasing innovative models and practices [2] - The project has a total investment of 10.5 million yuan, featuring a 1 MW photovoltaic system and an 860 kWh energy storage system, supplying 30% of the service area's daily electricity needs [2] - The project has provided 148,000 charging services and generated 2.176 million kWh of green electricity since its operation [3] Group 2: Energy Efficiency Initiatives - The company is focusing on energy-saving technical upgrades in public institutions, aiming to enhance energy efficiency and reduce carbon emissions [4] - The public institution energy-saving project has received 22.6 million yuan in special support from the 2025 "Two New" long-term special bonds, with an estimated total investment of 260 million yuan [5] - The project is expected to save approximately 85.43 million kWh of electricity annually, equivalent to reducing carbon emissions by 45,841 tons [5] Group 3: Low-Carbon Industrial Development - The "源网荷储一体化" project at Pinghai Stone Field is set to become a benchmark for low-carbon initiatives, featuring a 2.8 MW distributed photovoltaic system and a 2.15 MW energy storage system [7] - This project aims to reduce carbon emissions by approximately 500 tons annually and is designed to serve as a model for green energy production and intelligent scheduling [7] - The company is also expanding its low-carbon highway projects along major traffic routes, integrating photovoltaic panels and energy storage systems [8] Group 4: Low-Altitude Economy and Healthcare Innovations - The company is investing 720 million yuan in low-altitude infrastructure and management services, with a focus on developing drone delivery routes for medical supplies [9] - A pilot drone route has successfully reduced the transportation time of medical supplies between hospitals to 12 minutes, improving efficiency by over 60% [9] - The company plans to establish three core drone routes and five standardized take-off and landing platforms to enhance healthcare logistics [9]

智慧赋能让环保更具精度。在这座废水处理中心的自动化控制室里，AI智慧控制系统的屏幕上，各项水质参数、设备运行状态实时更新。"传统污水处理加 药全凭经验，精准度低且响应滞后。"魏家营废水处理中心项目经理何苗指向屏幕说，这套系统能实时采集关键参数，通过自我学习解析加药需求函数关 系，药剂投加精准度大幅提升，响应速度比传统模式快300倍，还能减少人工干预。从人工操作到智能调控，技术革新让污水处理从"达标排放"向"精准高 效"跨越。 绿色转型的深层价值，更体现在资源的循环利用上。"我们不只是处理废水，更是在挖掘'废水里的宝藏'。"舍得酒业EHSQ管理委员会办公室环保监察部副 总监胥俊的话语中透着对践行绿色转型发展的自信和坚定。项目配套建设的沼气提纯系统，能将废水处理厌氧过程中产生的甲烷，提纯为符合一类气标准的 生物天然气，年可利用量约1000万立方米，可减少二氧化碳排放量19500吨。 绿色发展是中国式现代化的鲜明底色。扎根于"中国白酒之乡"的舍得酒业，长期以来牢固树立和积极践行"绿水青山就是金山银山"的理念，坚持"生态酿 酒，绿色发展"，以"一瓶酒"带动产业协同共进，为推动区域经济与环境保护协调发展注入了坚实动力。 ...

Core Viewpoint - The company has decided to terminate the investment in the Hebei Unicom distributed project due to changes in various objective conditions that have affected its feasibility [1][2][3] Group 1: Project Overview - The Hebei Unicom distributed project was initially approved for construction with a planned investment of approximately 762 million yuan for a 150 MW distributed photovoltaic power generation project [1] - The project was intended to enhance the company's influence in Hebei province and support future solar project development in the region [1] Group 2: Reasons for Termination - Changes in distributed energy policies have introduced higher requirements for grid connection and consumption, leading to increased uncertainty regarding the project's economic viability [2] - Strategic adjustments by the Hebei Unicom company have caused delays in project implementation, hindering progress [2] - Local grid capacity at proposed sites has approached saturation, posing potential curtailment risks that could further impact expected project returns [3] Group 3: Financial Implications - The termination of the project is expected to have minimal financial impact on the company, as it will help reduce investment costs and risks [3] - The assets of the constructed photovoltaic stations will revert to the EPC contractor, and any prepaid EPC contract amounts will be refunded [3]