2025-2031年中国废钢（再生金属资源）行业供应规模及需求前景分析报告 ︿︿︿︿︿︿︿︿︿︿︿︿︿︿︿︿︿︿︿︿︿︿︿︿︿︿ 【出版机构 ：智信中科研究网】 【免费服务一年，定制报告，市场需求分析或课题调研，欢迎来电咨询客服】 第1章：中国废钢行业发展综述 第5章：中国废钢行业下游行业发展前景分析 5.1 废钢及下游产业发展现状 5.1.1 废钢的主要用途 5.1.2 废钢利用水平分析 5.2.1 炼钢行业概况 5.3.6 竞争情况总结 （1）废钢消耗水平分析 （2）"十四五"时期废钢行业发展分析 5.1.3 废钢及钢铁行业总体规划 5.2 下游炼钢行业总体规划 1.1 行业界定与分类 1.1.1 废钢的界定与主要分类 （1）废钢的界定 （2）废钢主要分类 1.1.2 废钢行业发展的意义 1.1.3 所属的国民经济分类及研究范围界定 1.1.4 本报告的研究方法及数据来源说明 1.2 废钢行业发展环境分析 1.2.1 行业政策环境分析 （1）行业主管部门 （2）行业主要标准 （3）行业政策及规划 （4）行业重点政策规划解读 1.2.2 行业经济环境分析 （1）宏观经济发展情况 （2）工业经济增长情况 （3 ...

贝特赫表示，Papua LNG项目被宣传为设计目标全球排放量最低的液化天 然气项目之一。这得益于项目将采用电力驱动液化生产线、优化工业流程以及 将原生二氧化碳回注储层。道达尔能源的目标是在2050年前实现碳中和，公司 与社会各界一道，将可持续性置于其战略、项目和运营的核心。道达尔能源正 与世界知名专家合作，交付一个完全符合国际金融公司环境与社会绩效标准以 及赤道原则的标杆项目。这项工作定期接受贷款方独立顾问的审查和评估，所 有反馈意见都被项目纳入持续改进的流程中。道达尔能源将在最终投资决定前 道达尔能源巴新国家经理贝特赫表示，道达尔能源与埃克森美孚、桑托 斯、EncosXPlora等国际合作伙伴完全致力于Papua LNG项目，并承认该项目对 巴新的重要性。该项目与P'nyang天然气项目、Wafi-Golpu金矿项目在2026年国 家预算中被一同列为蓄势待发的关键经济贡献者。 贝特赫表示，项目重新招标阶段即将结束，这意味着成本正趋于更合理水 平。与此同时，液化天然气营销工作正在收尾，并受益于买家的旺盛需求。融 资工作进展顺利，已向贷款方的信用审核流程提交了完善的文件资料。道达尔 能源一直与当地土地所有者和社 ...

范表示，这是展现越南精神、智慧与力量的典范工程。该项目由越南油气集团下属国家油气电力总 公司投资建设，Lilama-Samsung C&T联营体承担EPC总承包，投资总额约14亿美元，总装机容量1624兆 瓦。作为越南首个液化天然气发电项目，仁泽3号和4号电厂标志着越南开启现代化燃气发电时代。 保障国家能源安全是国家安全的重要组成部分，推动工业化与提升竞争力也需先行发展电力。目前 越南最大用电负荷54500兆瓦，每年需增加6500-8200兆瓦。仁泽3号和4号电厂稳定运行后预计年发电量 超90亿度，有力保障了全国特别是南部地区电力供应，为国家构建灵活、清洁、稳定、现代化能源体系 作出重要贡献。今后，越南将重点推进高科技、国家大数据中心、绿色转型、高速铁路、城市轨道交通 及数字化转型等关键领域发展。这些项目彰显了越南履行COP26承诺、实现2050年碳中和目标的决心， 体现了国有企业在保障能源安全与可持续发展中的主力军作用。 为确保项目高效运营、发挥国家能源安全战略作用，范要求越南油气集团继续发挥国家能源企业的 行业引领作用，成为保障能源安全、推进数字化转型、绿色增长和能源转型的支柱。相关单位须严格遵 守国际安 ...

弗迪电池将"成为可持续发展的引领者"作为可持续发展方针，把智能化、绿色化、全球化融入战略内 核，荣获"可持续供应链管理典范"奖。 日前，"2025第一财经·中国企业社会责任榜"正式揭晓，以"可持续竞争力"为核心议题，系统评估并呈 现中国企业如何将企业社会责任实践转化为驱动商业韧性、环境韧性、社会韧性协同发展的长期能力。 其中，弗迪电池将"成为可持续发展的引领者"作为可持续发展方针，把智能化、绿色化、全球化融入战 略内核，荣获"可持续供应链管理典范"奖。 2025年，弗迪电池自主开发的"迪碳云"碳管理平台通过SGS基于ISO 14067:2018、ISO 14044:2006的权威 认证，为供应链上下游企业提供标准化碳管理工具，助力全产业链低碳协同。 在各个环节中，弗迪电池将可持续发展战略切实落地。在产品端，弗迪电池高度重视产品碳足迹管理， 积极开展产品碳足迹测算工作，量化产品在全生命周期中的碳排放量；创新构建"CIRCLE"碳管理模 式，于2024年内部测算34款产品碳足迹，4款产品获得碳足迹核查声明，3款产品开展生命周期评估 （LCA），5项产品开展环境产品声明（EPD）。此外，作为全球电池联盟（GBA）成 ...

Q&A "十五五"规划建议首提"能源强国"，关注氢能和聚变能 未来产业发展 20251217 摘要 中国致力于建设能源强国，核心在于保障能源供给安全和推动能源结构 的生态低碳转型，降低对外依存度。 截至 2024 年，中国煤炭消费占比约为 53%，可再生能源占比约为 29%。目标是到 2035 年新能源装机容量提升至 36 亿千瓦，年均增速 达 200GW，显示出新能源发展的巨大潜力。 当前电力系统面临尖峰时刻供给紧张和总体电量宽松并存的挑战，导致 电价下降，需解决新能源波动对电网的冲击问题。 非电领域提高可再生能源比例的途径包括：可再生能源供热制冷、利用 绿色氢氨醇、生物质能等。电动车普及和可再生燃料如甲醇的应用也在 交通运输领域发挥作用。 氢能和核聚变被列为中国未来六大重点发展的新兴产业之一，氢能可用 于冶炼、燃料电池及生产绿氨和甲醇，核聚变被视为终极清洁能源，中 国已建立多个实验平台。 AI 技术的发展将促进核聚变技术的进步，两者相辅相成，共同推动科技 进步，为能源转型提供长期解决方案。 绿色千村论坛对 2026 年绿色乡村发展表示乐观，研究所成立核聚变产 业链研究组，表明政策支持和技术创新将推动中国在 ...

Core Viewpoint - The 2025 Annual Meeting of the Clean Air Policy Partnership (CCAPP) and the seminar on Hainan's "14th Five-Year Plan" for leading air quality and low-carbon development strategies highlighted the importance of collaborative governance in carbon reduction and pollution control during the "14th Five-Year Plan" period [1][2]. Group 1: Achievements and Challenges - Over the past decade, China has made historic achievements in ecological and environmental protection, with economic growth and air quality improvement progressing in tandem, yet structural and trend-related pressures remain [1][2]. - The current improvements in air quality are not stable, necessitating a focus on three areas during the "14th Five-Year Plan": fundamental structural changes in industry, energy, and transportation; comprehensive pollution reduction across key sectors; and the establishment of a management system for air quality with Chinese characteristics [2][5]. Group 2: Hainan's Role and Strategy - Hainan, as China's largest economic special zone and free trade port, is committed to ecological preservation and the strategic goal of becoming a low-carbon island, leveraging its ecological resources and reform platform to achieve collaborative governance of carbon neutrality and clean air [3][4]. - The province aims to enhance cooperation with CCAPP partners to explore unique pathways for collaborative development, showcasing China's ecological civilization achievements [3][4]. Group 3: Policy Implementation and Future Directions - The former chief engineer of the Ministry of Ecology and Environment emphasized the need to address uncertainties in policy implementation affecting carbon and pollution reduction, suggesting measures such as strict control of new coal consumption and promoting clean energy alternatives [5]. - The importance of aligning air quality improvement with carbon peak and Nationally Determined Contributions (NDC) goals was highlighted, advocating for a structured approach to air quality enhancement across regions [5].

（文章来源：证券日报） 证券日报网讯 12月17日，科华数据在互动平台回答投资者提问时表示，公司以"以智慧电能驱动低碳数 字未来"为使命，致力成为全球卓越的智慧电能解决方案提供商。公司充分把握国家"人工智能+""数字 经济""碳中和"等战略机遇及全球能源转型趋势，以电力电子技术为核心，在"智算中心""智慧电能""清 洁能源"三大领域持续融合创新，积极开拓市场。公司将持续努力做好经营回报投资者。 ...

证券日报网12月17日讯 博盈特焊在12月17日回答调研者提问时表示，首先，美国电力需求的结构性增 长构成HRSG的市场基本盘。在人工智能数据中心集群的迅猛扩张、美国制造业回流带来的工业用电负 荷攀升，以及电动汽车充电桩普及等因素的推动下，美国电网负荷达到新高。美国燃气轮机的市场需求 显著提升。作为燃气轮机的核心换热设备，HRSG能够高效回收燃气轮机排放的高温废气，同时产生蒸 汽，驱动二次发电，提升电厂的发电效率，成为满足美国市场电力需求的可靠技术选择。其次，能源清 洁化转型的需求，进一步提升HRSG的市场空间。在美国持续推进碳中和目标的背景下，天然气作为低 碳过渡能源的地位日益凸显。相较于煤电，燃气发电的碳排放强度显著降低。HRSG通过提升燃气轮机 的整体发电效率，间接降低每度电的碳排放和废气排放，满足美国能源清洁化转型的需求。 （编辑 任世碧） ...

Report Title - "National Carbon Market: One Thing Gains While Another Loses, Aftershocks Still Linger — Outlook for the Annual Market of the National Carbon Market in 2026" [1] Report Industry Investment Rating - Not provided in the report Core Views of the Report - The macro - emission reduction target will provide an important reference for the downward adjustment path of the power generation industry's quota benchmark value. If 2025 is the peak - year, the average annual emission reduction rate of carbon dioxide from 2026 to 2035 needs to reach about 0.7% - 1.0%. In the neutral power generation growth scenario, the power generation emission intensity in 2026 needs to be reduced by at least about 1.1% - 1.4% compared with 2025. The estimated quota gap rate of the power generation industry in 2025 may expand to about 1.1% - 1.4%, corresponding to an annual gap of about 0.6 - 0.7 billion tons [2]. - The supply capacity of CCER will continue to expand in 2026, which will weaken the upward driving force of carbon prices. The total supply of "new supply + inventory" of CCER in 2026 is expected to reach about 25 - 32.5 million tons. If the CCER price returns to the normal range of "discount to CEA" in 2026, key emission units may use CCER on a large scale to replace quotas or fill compliance gaps [3]. - In 2026, the market will continue to digest the past quota surpluses, but the decline in surpluses is limited. Under the existing policies, the carbon price is expected to rise moderately, but it is difficult to return to the historical high. If new policies can give the market a clear expectation of the emission reduction path, the carbon price is expected to break through the historical high [3]. - The annual strategy is to go long on dips below 70 yuan/ton and take profit above 90 yuan/ton [3] Summary by Relevant Catalogs 2025 Review Carbon Price Breakdown and Limited Rebound - In 2025, the price of China's national carbon market carbon emission allowances (CEA) showed a downward trend, with the price center shifting down by about 35% year - on - year. As of December 5, 2025, the average transaction price of the whole market was about 61.48 yuan/ton, a year - on - year decline of about 35%. The price trend can be divided into three stages: sharp decline in the first three quarters, a sharp drop and then a rebound in October, and a rise and then a fall in mid - November [8]. - The older the year - label of the quota, the firmer the quota price. As of December 5, 2025, the average transaction price of CEA24 was the lowest at about 59.04 yuan/ton, while CEA19 - 20 had the highest average transaction price at 75.13 yuan/ton [13] Nearly 9% Annual Turnover Rate and Increased Share of Listing Transactions - Thanks to "advance allocation" and "quota carry - over", the market trading activity continued to improve. As of December 5, 2025, the cumulative trading volume was about 194.23 million tons, the cumulative turnover was about 11.9 billion yuan, and the annual turnover rate was nearly 9%. The cumulative trading volume increased by about 53% year - on - year, and the turnover rate increased by 5.3 percentage points [15]. - Bulk agreement transactions still dominated, but the share of listing agreement transactions increased significantly, rising by about 11 percentage points year - on - year. The one - way call auction trading introduced in July was relatively inactive due to the rule setting and the market decline [17][19]. - CEA24 was the main trading target in 2025, accounting for about 71% of the trading volume as of December 5, 2025 [19] Four Key Policy Nodes Affected Market Trading Rhythm - The "rectification and volume increase" expectation in February was falsified as the 2023 compliance completion rate was high. The release of the expansion plan in March led to the release of forced - circulation quotas. The pre - allocation of quotas in April and the stable recovery of carbon prices doubled the market trading scale. The final allocation of quotas in August led to the largest concentrated trading volume of the year. The release of the quota plan for newly - included industries in November increased the potential demand, but the actual procurement demand was limited [21][24][25] 2026 Supply - Demand Outlook Power Generation Industry: Disassembling Macro - Emission Reduction Targets to Anchor the Downward Adjustment Path of Benchmark Values - China's attitude towards achieving the 2030 intensity target is relatively prudent, leaving room for policy adjustment. When setting the 2035 emission target, China took a relatively cautious attitude, leaving necessary strategic space for the implementation of the 2030 intensity target [33]. - Assuming 2025 as the peak - year, the average annual emission reduction rate of carbon dioxide from 2026 to 2035 needs to reach about 0.7% - 1.0%. In the neutral power generation growth scenario, the power generation emission intensity in 2026 needs to be reduced by at least about 1.1% - 1.4% compared with 2025. The estimated quota gap rate of the power generation industry in 2025 may expand to about 1.1% - 1.4%, corresponding to an annual gap of about 0.6 - 0.7 billion tons [38][39][44] CCER: Expanding Supply Capacity and Weakening the Upward Driving Force of Carbon Prices - The CCER market restarted in January 2022, but the project development rhythm was slower than expected in the early stage due to factors such as methodological disputes and the slowdown of project review and verification by the regulatory authorities [45]. - The CCER supply in 2025 was about 15 million tons, and about 5 million tons were used for 2024 compliance. The estimated market surplus at the end of 2025 was about 10 million tons [47][49]. - It is estimated that the new supply of CCER in 2026 will be 15 - 22.5 million tons, and the total supply of "new supply + inventory" is expected to reach about 25 - 32.5 million tons. If the CCER price returns to the normal range of "discount to CEA", it may significantly weaken the annual supply - demand contradiction in the national carbon market [52][53] 2026 Market Outlook - In 2026, the quota gap in the power generation industry may expand, but it will be partially offset by the increase in CCER supply. The market will continue to digest the past quota surpluses, but the decline in surpluses is limited [55]. - In the first half of 2026, the market may be in a "near - stagnant" state. The carry - over rule will still have a residual impact on the market, and the market confidence needs to be restored before the introduction of new policies [55][56]. - Under the existing policies, the carbon price is expected to rise moderately, but it is difficult to return to the historical high. If new policies can give the market a clear expectation of the emission reduction path, the carbon price is expected to break through the historical high [58]

Group 1: Company Overview and Competitive Advantages - The company focuses on special equipment manufacturing, particularly anti-corrosion and anti-wear welding equipment, with applications in energy, chemical, metallurgy, and paper industries [1] - It possesses key core technologies across materials, processes, and equipment, along with comprehensive production qualifications, including national and international certifications [1] - The management team has extensive industry experience and a stable core technical staff, contributing to the company's competitive edge [2] Group 2: Market Opportunities - The demand for waste incineration is increasing due to national strategies promoting ecological civilization and waste reduction, leading to a need for upgrading existing incinerators [4] - The coal-fired power generation sector is showing a demonstration effect, indicating significant growth potential [2] - The company is strategically expanding into overseas markets, with a focus on establishing subsidiaries to capture international opportunities [2] Group 3: Technology and Innovation - The company employs three welding techniques: MIG, TIG, and laser welding, each suited for different industrial applications [3] - Continuous R&D efforts have led to innovations in digital pulse MIG high-frequency oscillation welding technology, enhancing efficiency and stability [3] - The company is developing advanced technologies in laser welding and secondary remelting, broadening its application scope [3] Group 4: Specific Market Insights - The domestic waste incineration market is characterized by both stock and incremental demand, driven by urbanization and the need for modern facilities [4] - The global oil and gas pipeline market is experiencing structural growth, with increasing demand for composite pipelines due to challenges in oil and gas extraction [5] - The HRSG (Heat Recovery Steam Generator) equipment is primarily compatible with heavy-duty gas turbines, providing a competitive cost advantage over international counterparts [6] Group 5: Future Outlook - The HRSG market in the U.S. is expected to grow due to structural increases in electricity demand and the transition to cleaner energy sources [8] - The company is positioned to benefit from the rising demand for HRSG as it enhances the efficiency of gas turbines, contributing to lower carbon emissions [8]