为此，公司成立专项攻关组，从研发、设计到工艺、制造全线协同，将零部件间隙精度做到0.01毫米 级，密封面磨至镜面等级，最终产品经鉴定，核心指标达到国际领先水平，成本却仅为进口设备的20% 左右。这台氦气压缩机不仅应用于中国科学院重大科研装置，更在2020年入选国家能源局组织评定的首 批能源领域首台（套）重大技术装备项目。 以此为突破点，冰轮环境通过内生研发与外延并购，持续向温区两端延伸：向下，突破深冷极限；向 上，通过吸收式换热、工业热泵等技术，实现对工业余热的高效回收利用。 今年以来，AI算力狂奔、低碳转型深化……时代的浪潮正以前所未有的力量重塑制造业发展图景。作 为长期隐身于各行业"幕后"的温控与能源管理巨头，冰轮环境技术股份有限公司（以下简称"冰轮环 境"）正以其横跨-271℃至220℃的全温区技术能力，支撑数字变革与能源革命。 "把每一度都当成生意来做。"近日，冰轮环境董事长李增群在接受《证券日报》记者专访时表示，如今 冰轮环境已实现从单一设备供应商到可提供"全场景、全温区、全流程系统解决方案"的转身，服务领域 从肉类冷链延伸到石化行业近零碳园区，构建起独特的"技术储备池"，以灵活的解决方案应对市场多 ...

"每炼1吨钢可以减少1.6吨碳排放" 源头降碳效应明显 我国绿色制造体系也更加完善。截至目前，国家层面已经累计培育6430家绿色工厂、491家绿色工业园 区、727家绿色供应链，推广超4万种绿色产品。 资料显示，其中，绿色工厂产值占制造业总产值比重从2020年的9%提高到20%，绿色工业园区单位工 业增加值能耗、水耗仅为全国平均水平的2/3和1/4，固废平均处置利用率超过95%，带动区域绿色转型 作用持续显现。(完) 来源：中国新闻网 编辑：徐世明 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新网北京12月12日电(记者 吴涛)"每炼1吨钢可以减少1.6吨碳排放，仅废钢利用就带动减排二氧化碳 约4.2亿吨，充分释放源头降碳效应。" 在工信部12日举行的"用好绿色金融政策支持绿色工厂建设"新闻发布会上，工业和信息化部节能与综合 利用司司长王鹏表示，我国绿色原料燃料应用更加广泛。2024年，我国废钢、废铜铝等10种再生资源利 用量超4亿吨。电解铝行业可再生能源使用比重提前完成25%的规划目标，246个国家绿色数据中心绿电 利用率超过50%。 我国绿色能源装备产业优势也更加凸显。王鹏表示 ...

Group 1 - The Central Economic Work Conference held on December 10-11 outlined plans for economic work in 2026, emphasizing the need to develop a strong energy nation and accelerate the construction of a new energy system while expanding green electricity applications [1] - As of June 2025, China's installed capacity for wind and solar power exceeded 1.67 billion kilowatts, accounting for approximately 45.8% of the total installed power capacity, making it the main source of new power generation [1] - The transition to a low-carbon energy structure is critical, as China's energy system has long been coal-dominated, and the key to this transition lies in establishing a new energy system led by clean energy sources like wind and solar [1] Group 2 - A new energy system aims to achieve high proportions of renewable energy supply and consumption, integrating diverse energy storage, intelligent scheduling, and advanced information communication technologies [2] - The infrastructure for the new energy system includes essential components such as energy storage systems, which are crucial for addressing the challenges of clean energy consumption [2] - The new energy storage industry is accelerating, with installed capacity exceeding 10 million kilowatts by September 2025, and there is a notable shortage of production capacity and rising prices in the market [3] Group 3 - Expanding green electricity applications is a vital part of accelerating the new energy system, which involves converting renewable energy sources into electricity to enhance consumption and reduce carbon emissions [3] - Policies like "green electricity direct connection" and "zero-carbon parks" have been introduced to support the expansion of green electricity applications [3] - By 2030, it is projected that non-fossil energy generation will account for about 60% of installed capacity and nearly 50% of total generation, with non-fossil generation growth contributing approximately 90% to the overall increase in electricity consumption [3]

在绿色低碳成为全球共识的今天，统一股份（600506）总经理、统一石化CEO李嘉提出了一个引人深思 的判断：降碳的本质就是降低成本。当前，不少企业仍将绿色转型视为额外投入，李嘉的这一观点直指 行业对低碳成本的固有认知。 在《经济观察报》"2024—2025年度受尊敬企业年会"上，这一论断引发热议。会后，李嘉用两个多小时 的深度对话，从光伏板下的工厂讲到循环经济的技术突破，从长明灯的黑烟聊到AI研发平台的算法， 勾勒出一家以低碳润滑油、绿色冷却液为核心业务的制造企业七年"绿色逆袭"的清晰路径。 在李嘉看来，ESG并非应付监管的"外衣"，而是一场嵌入管理全流程的降本增效系统战；绿色与盈利可 以并行不悖，责任与增长能够相互成就。统一股份以可核算的低碳行动，把责任转化为竞争力，把绿色 做成生意的长期主义，也为行业探索出一条在"双碳"浪潮中以透明治理赢得资本、客户与社会三重认可 的突围之路。 ESG是一场降本增效的系统战 环保事故、供应链断裂、核心员工流失，这些潜在损失的规模远超前期投入。 李嘉认为，真正有效的ESG，应当是一套嵌入管理全流程的降本增效体系：在环境端，通过节能降耗与 循环经济直接削减能源与物料支出；在社 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 当前，全球气候行动正从承诺向落地深化，在ESG投资理念逐步普及、各国国家自主贡献（NDCs）目 标加速推进的背景下，联合国绿色气候基金（Green Climate Fund, 简称GCF）作为全球重要的多边气候 融资机制，正通过资金催化与伙伴协作助力全球低碳转型。但当前气候融资领域仍面临诸多阻碍：ESG 被部分地区过度政治化、中小企业减碳融资门槛高、最脆弱群体及社区的气候项目易被忽视，这些问题 如何破解？绿色气候基金在撬动私营部门参与、支持发展中国家气候项目上已取得哪些切实成效？针对 气候项目中"短期成本压力"与"长期可持续影响"的核心矛盾，绿色气候基金的资助模式又具备哪些创新 优势？近日，新浪财经对话联合国绿色气候基金首席投资官亨利·冈萨雷斯（Henry Gonzalez），共同深 入探讨全球气候融资的现实瓶颈与突破路径，以及绿色气候基金如何为各国气候行动提供兼具资金支持 与系统性解决方案。 Gonzalez 联合国绿色气候基金首席投资官Henry 以下为对话实录： Q：我们了解到您在可持续发展与影响力投资领域拥有超过25年的专业经验，在ESG及影响力投资领 ...

Core Viewpoint - The Shenzhen green foreign debt pilot program has officially launched, allowing domestic enterprises to utilize cross-border financing to support green industry development, with a total signed amount exceeding 170 million RMB [1] Group 1: Green Foreign Debt Overview - "Green foreign debt" refers to funds borrowed by domestic enterprises from non-residents, specifically for projects that meet the criteria set by the People's Bank of China and other relevant departments for green or low-carbon transformation projects [1] - The Shenzhen Foreign Exchange Management Bureau is one of the first pilot units for green foreign debt business in China [1] Group 2: Regulatory Framework and Benefits - The guidelines for the Shenzhen green foreign debt pilot program were issued in November 2025 and implemented on December 6, 2025 [1] - Under the macro-prudential management framework for all-inclusive cross-border financing, the risk conversion factor for foreign debt funds used by non-financial enterprises for green or low-carbon transformation projects has been reduced from 1 to 0.5, significantly lowering the risk-weighted balance for cross-border financing [1] - This reduction allows for an increase in the upper limit of cross-border financing scale for enterprises investing in green development or low-carbon transformation projects [1]

Core Insights - COP30, held in Belém, Brazil, marked the tenth anniversary of the Paris Agreement, but achieved only symbolic progress on key issues, failing to meet the expectations of climate-vulnerable countries for stronger climate action [3][23] - The focus of global climate governance is shifting from multilateral political consultations to economic and industrial decision-making, highlighting the importance of translating international consensus into domestic policies and investment actions [3][23] - Despite the absence of the United States, China and the European Union reached a high-level joint statement, demonstrating their commitment to advancing the Paris Agreement through dialogue and cooperation [3][23] Multilateral Dialogue in Climate and Trade - Trade issues were formally included in the climate conference discussions, with a consensus reached to establish the "Climate-Trade Comprehensive Forum" (IFCCT) to address carbon border measures and low-carbon product standards [4][24] - The forum aims to provide a communication channel rather than establish unified rules, potentially easing policy friction amid increasing fragmentation of global standards [4][24] - The inclusion of trade in climate negotiations is seen as a significant breakthrough, reflecting the integration of climate and economic issues [5][25] China's Growing Influence - China's presence at COP30 was prominent, with a central exhibition area attracting significant attention and participation from various countries, showcasing its climate actions and low-carbon technologies [7][27] - The country is increasingly taking on a coordinating role among developing nations, moving beyond a unified stance with the G77 group to facilitate consensus on key issues [11][31] - China's new Nationally Determined Contributions (NDC) target aims for significant reductions in greenhouse gas emissions and an increase in the share of non-fossil energy by 2035 [9][29] Climate Financing - COP30 emphasized the need for a financing roadmap of $1.3 trillion and a minimum of $300 billion from developed countries to support climate action in developing nations [16][36] - The conference highlighted the challenges posed by the absence of U.S. funding commitments, which has created a significant gap in climate financing that cannot be filled by other countries alone [17][37] - The decision to establish a two-year work program on climate financing reflects ongoing difficulties in advancing funding mechanisms, particularly for adaptation efforts, which are currently underfunded [18][39]

Macroeconomic and Strategic Research - In November 2025, China's exports in USD terms increased by 5.9% year-on-year, while imports rose by 1.9%, leading to a trade surplus of $111.68 billion, a significant increase from the previous month's surplus of $90.07 billion [3][4] - The increase in exports was driven by the easing of previous disturbances, stable external demand, and a lower base effect, with exports to Africa and the EU showing substantial growth [3][4] - The cumulative trade surplus for the year surpassed $1 trillion, marking a historical high, with mechanical and electrical products contributing almost entirely to export growth [3][4] Fixed Income Research - The issuance of credit bonds decreased, while corporate bonds saw an increase in issuance, leading to a net financing decrease in credit bonds [5][7] - Credit bond yields rose across the board, with a divergence in credit spreads observed among different bond types, indicating a mixed market sentiment [7][9] - The report suggests that despite the current bearish conditions, the overall environment for credit bonds remains supportive for long-term investments, with a focus on adjusting strategies based on market trends [7][9] Industry Research - The steel industry is expected to face increasing pressure as demand weakens, with short-term price fluctuations anticipated [10][12] - Copper prices are supported by supply constraints due to accidents at major mines, while demand is expected to rise with the global shift towards lower interest rates [10][12] - The aluminum sector is projected to benefit from macroeconomic liquidity, with expectations of improved profitability driven by demand from the electric vehicle and high-voltage power grid sectors [10][12] - The rare earth industry is highlighted for its strategic importance, with potential price impacts from export controls and evolving trade relations [10][12][13]

Core Insights - The plant-based meat industry is gaining attention due to increasing consumer awareness of healthy eating and sustainability, with unique taste and nutritional value driving demand [1][9] - The market for plant-based meat in China saw a decline in 2022, with a 5.6% year-on-year decrease, but is expected to recover, reaching a market size of 10.5 billion yuan by 2025, a 10.5% increase [1][9] Industry Overview - Plant-based meat is made from plant proteins like soy and peas, mimicking the texture and flavor of animal meat, and offers health benefits such as zero cholesterol and high essential amino acids [1][3] - The industry has evolved through five stages, from early exploration (1970s-2008) to commercialization (2009-2018), explosive growth (2019-2021), a cooling adjustment period (2022-2024), and now a phase of transformation and standardized development [4][5][6] Market Dynamics - The global plant-based meat market is projected to grow from $12.1 billion in 2019 to $16.5 billion in 2024, with a compound annual growth rate (CAGR) of 6.4% driven by health and sustainability concerns [9] - In China, the market is expected to recover and grow, with companies diversifying their product offerings to adapt to local tastes and preferences [1][9] Competitive Landscape - Major players in the global market include Beyond Meat and Impossible Foods, while in China, companies like Yantai Shuangta Food Co., Ltd., Jinzi Ham Co., Ltd., and Shenzhen Qishan Food Co., Ltd. are key competitors [2][10] - Jinzi Ham has developed various plant-based products and was the first to sell plant-based meat in China, while Shuangta Food focuses on pea protein and has established a dedicated plant-based meat team [10][12] Development Trends - The industry is expanding into Chinese culinary contexts, with products like dumplings and hot pot meatballs emerging, while technological advancements are improving taste and texture [13] - A standardized labeling and safety framework is expected to enhance consumer trust and market growth, alongside a diversification of raw materials beyond soy and peas to include microalgae and yeast proteins [13][14]

在苏州高新区，吉尼尔机械931.4KWp光伏电站和优科豪马二期2.855MW光伏电站加快建设脚步。 前者位于华山路158号，以"自发自用、余电上网"模式打造厂区绿能微电站，采用580Wp和720Wp单晶 硅组件，通过彩钢瓦、混凝土屋面、地面车棚3类结构覆盖厂区多元场景。后者总装机2.855MW，采用 晶澳高效光伏组件与智能运维系统，建成后年均发电量可达294.92万千瓦时，每年可减排二氧化碳 2397.03吨、节约标煤894.21吨。两个项目分别锚定"11月10日前全容量并网、12月30日前完成全部建设 任务"和"11月30日前完工、12月31日前并网"的时间表，在确保安全质量的前提下压茬推进。 作为区域能源结构升级的重点工程，力神电池光储一体化项目集6355.72千瓦分布式光伏和 3.44MW/6.88MWh分布式储能于一体，总装机容量5.788MW，建成后年发电量可达598.47万千瓦时，每 年可减少碳排放4858.78吨。目前，项目已完成设备安装、线路铺设和系统调试等主体工作，并网专项 小组正通过开通绿色通道、优化报审流程等举措，加快与电网公司对接，全力冲刺在12月31日前实现全 容量并网发电目标。 苏 ...