长期以来，全球公务车市场被各国本土品牌和传统豪华品牌占据——一边靠地缘信任站稳脚跟，一边垄断核心技术标准。如今，这家中国车企靠着技术创新 和本土化布局，悄悄改变了延续数十年的市场规则。 新能源浪潮下的全球公务车渗透 全球公务车市场向来采购标准严、品牌壁垒高，长期都是"本土品牌说了算、德日系来补充"的固定格局。拿欧洲市场来说，德国大众、宝马德系品牌常年占 据政府公务车采购量的60%以上较大比重，靠的不只是技术积累，更有和政府部门多年形成的合作习惯。 在亚洲，丰田的皇冠系列、本田的思域日系品牌，过去都是公务车采购的"常规选择"。但这一格局在新能源转型的浪潮中正在快速改变。 从日本街头的行政通勤车到墨西哥警队的越野巡逻皮卡，从匈牙利布达佩斯的市政车队到巴西总统的礼仪座驾，带着BYD标识的新能源汽车正以多样姿 态，走进全球多个国家的公务场景。 比亚迪的市场渗透，不仅打破了传统品牌的垄断，更让全球公务车采购从"看地缘关系"转向"看技术价值"。 墨西哥政府一次性购入2000辆比亚迪混动皮卡"鲨鱼"，用在边境安防、野外执法等高强度场景，替换了之前使用的美系燃油皮卡。 匈牙利把300辆元PLUS纳入全国警务巡逻队伍，覆盖首都 ...

2025年12月5日，《广州市转型金融实施指南》团体标准（下称《实施指南》）正式发布实施。《实施 指南》选取化学原料和化学制品制造业、医药制造业、橡胶和塑料制品业三个行业编制转型金融支持项 目目录，是广州市首个转型金融标准。 据介绍，《实施指南》是全国首创的突破性成果，不仅填补了我国高碳行业转型融资的标准空白，更为 大湾区乃至全国提供具有地方特色的行业产业转型金融实践样本，持续助力我国绿色金融高质量发展。 当前，化工产业积极实施节能改造、清洁能源替代和循环经济项目，但仍普遍面临技术改造成本高、融 资渠道有限、减排压力大等挑战。与此同时，金融机构开展转型金融业务面临着经济活动"低碳转型"属 性难以甄别、企业编制转型方案能力不足、转型金融业务缺乏统一规范等多重挑战，导致金融资源难以 精准触达低碳转型需求。 针对这些痛点，《实施指南》不但明确了转型金融支持主体/项目的认定条件，制定转型项目支持目 录，同时进一步提出了实施重点、信息披露要求等，为以化工产业为代表的广州市重点行业低碳发展提 供清晰的技术路径和融资指引，破解转型项目识别难、企业填报转型方案难，以及转型金融业务不规范 等问题。 据了解，《实施指南》的参编单 ...

中化新网讯 12月3日，雪佛龙公司宣布，该公司2026年有机资本支出预算定为180~190亿美元，延续后 疫情时代"资本纪律优先、聚焦高价值"的战略，支出处于长期指引区间合理水平。 该预算中，美国市场占比超半数，达105亿美元，其中近60亿美元投向二叠纪、DJ盆地等页岩与致密油 资产，支撑2026年美国日产量超200万桶油当量的目标，凸显波动油价下对短周期高回报资源的侧重。 170亿美元(占比90%)将投向勘探开发，其中70亿美元用于圭亚那、东地中海、美国墨西哥湾等海上重点 项目。下游业务支出10亿美元，其中75%将用于美国本土，另设10亿美元跨上下游推进低碳转型，在维 持油气主导格局下落实脱碳目标。关联公司资本支出13亿~17亿美元，主要用于雪佛龙菲利普斯化工建 设两座2027年投产的世界级石化厂，及哈萨克斯坦田吉兹项目收尾。 此次预算兼顾盈利增长与灵活性，美国页岩与海外海上项目形成短长期收益互补。当前公司正推进赫斯 整合以强化圭亚那布局，重申将在扩大低碳业务的同时，持续交付股东回报。 ...

Core Insights - The air conditioning industry is undergoing a critical phase of "breaking through and restructuring," driven by policies promoting low-carbon transformation and extreme high-temperature weather, which together release market demand [1] - The report aims to provide a comprehensive overview of industry trends, consumer market dynamics, and user needs, while analyzing benchmark cases of comfortable and healthy air conditioning [1] Policy and Technology - The dual drivers of policy guidance and technological innovation are reshaping the air conditioning market, promoting energy-efficient products and supporting the green transformation of the industry [2] - National and local policies, such as the "Accelerating Energy Conservation and Carbon Reduction in the Building Sector," provide strategic guidance and policy support for energy-saving renovations [2] Market Dynamics - The air conditioning market is entering a mature phase with a stable scale, where online sales account for 60% of the market, highlighting the dominance of traditional e-commerce as a core traffic entry point [5] - Price differentiation is evident in online sales, with low-priced (below 1599) and high-priced (above 3000) 1.5P wall-mounted units both seeing increased market share [5] Consumer Demand - Social media discussions reflect the evolving consumer demands for air conditioning, with energy efficiency, comfort, cooling performance, aesthetics, and health becoming the top topics for 2025 [9] - The shift from basic temperature regulation to a focus on comfort, health, and aesthetics indicates a significant evolution in consumer expectations [11] High-End Market Trends - The high-end air conditioning segment is evolving towards a comprehensive experience that integrates extreme comfort, health purification, aesthetic design, and smart connectivity [13] - The transition from "selling products" to "selling lifestyles" emphasizes the need for air conditioning solutions that cater to specific living scenarios and emotional needs [15] Consumer Segmentation - The main consumer groups for air conditioning are shifting, with post-00s and post-90s families becoming the primary buyers, particularly in first-tier cities where comfort is a top priority [19] - The motivations for purchasing air conditioning are evolving from basic needs to a desire for higher quality, better experiences, and compatibility with home environments [21] Purchase Channels and Influences - JD.com has established itself as the leading information channel and ordering platform for air conditioning, with social media and short video platforms playing a significant role in consumer decision-making [24] - Performance and quality are the foundational concerns for consumers, with comprehensive experience becoming a key factor in purchase decisions [28] Product Features and Consumer Feedback - High satisfaction rates (over 99%) for features like "no-wind" and "quiet operation" indicate strong consumer preference for comfort and health functionalities in air conditioning products [56] - The integration of health features, such as air purification and self-cleaning technologies, enhances the overall value proposition of air conditioning units [55] Collaborative Innovations - JD.com collaborates with major brands like Gree, Haier, and TCL to promote air conditioning products that emphasize comfort and health, responding to the trend of upgrading consumer experiences [59][61][63][67][69]

中新社华盛顿12月4日电 (记者陈孟统)美国大豆出口协会首席执行官苏健(Jim Sutter)4日在华盛顿表示， 大豆贸易可以成为美中两国合作、改善关系、朝着正确方向前进的良好示范。 中国贸促会与美国大豆出口协会当天在华盛顿举行座谈。苏健在会后接受媒体采访时如是说。 苏健还表示，中国非常关注绿色发展和低碳转型，而美国大豆是全球碳足迹最低的大豆，因此双方在绿 色、低碳、可持续方面有着很大的合作潜力。美中之间确实有机会更紧密合作，并为全球树立典范。 (完) （文章来源：中国新闻网） 苏健认为，当两个大国打交道时，总会存在一些紧张关系，这是不可避免的。不过，大豆贸易可以成为 美中两国合作、改善关系、朝着正确方向前进的良好示范。"所以我依然有信心。"他说。 苏健表示，非常高兴看到两国元首釜山会晤的成果，并乐见相关内容正在落实。美中双方需要继续沟 通、合作，并在两国元首达成的共识基础上不断推进。 苏健称，全球农业链有着巨大的需求，美方希望与中方携手合作。问题不在于需求，而在于双方如何一 起努力满足这些需求，并确保供应链能够到达市场。 美国大豆出口协会自上世纪80年代初就开始在中国开展工作。苏健表示，他之所以认为中国市场 ...

三是构建面向未来的能源生态系统。着力培育智能微网、碳捕集利用与封存等新兴业态，打造智能互联、循环低碳的工业生态体系。 中国在能源技术、制造产能与市场发展方面正日益成为全球范围内的全面引领者。作为全球能源领域的重要力量，中国在装机规模、发 电能力、产业链完整性等方面具有显著优势，尤其在光伏、风电、储能等上游环节竞争力突出。这得益于中国在电网技术与工程建设方 面积累的深厚能力。与此同时，中东地区在能源转型进程中亦取得显著进展，其能源经济结构与许多国家高度互补，区域合作前景广 阔。 12月4日，第八届中国能源产业发展年会分论坛之一——2025中东能源投资论坛在京成功举办。阿联酋AIM全球基金会总干事瓦利德· 法加尔致辞。 以下为发言内容整理 当今世界正处于历史性的交汇点，我们面临着统筹能源安全与经济发展、应对气候变化与推动绿色转型的双重任务。 中东地区作为全球传统能源的核心板块，也正在经历一场深刻的变革。作为国际油气供应的重要支柱，中东各国在稳步保障油气出口收 益的同时，正以坚定的决心和切实的行动，加速推动自身能源结构转型升级，同时积极拓展可再生能源、氢能等新兴领域的国际合作与 发展空间。 可再生能源与氢能等新兴领 ...

□ 徐勤村 在当今全球积极应对气候变化、全力推动可持续发展的背景下，低碳转型已成为经济社会发展的核心战 略。金融机构与企业作为低碳转型的关键主体，在转型中开拓出多维度合作空间，为经济社会全面绿色 转型注入强劲动力。 低碳转型与银企融合的潜在机理 随着低碳转型深入推进，金融机构与企业的战略协作突破传统融资边界，形成涵盖全价值链服务、场景 化生态构建与风险共治的新型合作关系。在此过程中，企业不再是被动参与者，而是主动寻求绿色转型 的创新主体。一方面，科学的气候规则体系通过"创新补偿"机制，驱动企业通过技术迭代和管理变革， 在实现环境合规的同时培育差异化竞争优势。另一方面，ESG（环境、社会、治理）要素正从非财务信 息转变为衡量企业长期价值和风险的关键财务指标。当下，低碳转型正引导金融资本，从短期财务收益 最大化向长期可持续的风险调整后收益优化转变。在信贷市场，绿色低碳企业融资可得性显著提升，信 贷期限结构趋于长期化。 从银行等金融机构视角看，其积极响应国家政策，将绿色金融纳入战略核心。今年1月份发布的《银行 业保险业绿色金融高质量发展实施方案》明确提出，到2027年，绿色金融业务在金融机构业务规模中的 比重将显著 ...

Core Viewpoint - The 2025 Green Finance Ecological Conference in Chongqing highlighted the city's strategic position as a "best testing ground" for green finance, leveraging its ecological significance and industrial transformation needs to promote ecological protection and industrial transition [3][12]. Group 1: Green Finance Strategies - The strategy of "疏堵结合，精准赋能" (combining restriction and precision empowerment) was proposed to address the high proportion of heavy industry in Chongqing, focusing on limiting investments in high-pollution and high-energy consumption projects while providing comprehensive support for transitioning enterprises [3][14]. - The introduction of products like the CGT-ESG bond portfolio aims to guide funds towards low-carbon and environmentally friendly sectors, facilitating the green transformation of industrial enterprises [3][14]. Group 2: Biodiversity Finance - Biodiversity finance is identified as a frontier area, emphasizing the importance of quantifying ecological value and designing financial products that attract social capital, transforming biodiversity protection from a purely philanthropic effort into a source of stable returns [4][15]. - The goal is to create "green assets" that generate cash flow and returns, thereby encouraging broader market participation in biodiversity protection [4][15]. Group 3: Collaborative Development - China Galaxy Securities plans to focus on three strategic areas to support Chongqing's development model of "capital, ecology, and industry": enhancing full-chain services, leveraging technology for precision service, and promoting regional collaboration for carbon reduction and ecological protection [5][13]. - The integration of industrial transformation and biodiversity protection is seen as a way to achieve synergistic effects, with innovative financial tools like "green transition bonds" and "ecological credit loans" being explored to support this dual empowerment [8][16].

慧正资讯，近日，眉山市彭山区人民政府发布的一则环评公示，将罗斯夫（眉山）新材料有限公司的新项目推至公众视野。这个占地43亩、规划年产13万 吨水性丙烯酸乳液、8000吨聚氨酯热熔胶及2.7万吨水性工业树脂的项目，总建筑面积达18000平方米，从生产车间到废水废气处理设施一应俱全。 在2025年欧洲多家化工厂因成本高企接连关闭、化工行业整体承压的背景下，罗斯夫的这一动作，并非孤立的产能落子，而是其全国生产网络布局的关键 一环。 罗斯夫的全国布局早已迈开脚步。2023年12月，安徽明光年产20万吨水性丙烯酸乳液项目正式投产，作为其全球第四个生产基地，标志着罗斯夫深耕中国 市场的战略进一步落地。 进入2025年，布局节奏持续加快：总投资12亿元的广东高性能环保丙烯酸乳液项目公示，规划年产15万吨环保乳液；佛山三水基地占地40亩，同样瞄准13 万吨水性丙烯酸乳液等产能目标，年产值有望突破10亿元。 加上加速建设的山东基地与此次公示的眉山项目，罗斯夫覆盖华东、华北、西南、华南的"菱形制造网络"已现雏形，总产能即将突破50万吨，稳步跻身行 业第一梯队。 这张不断织密的生产网络，正释放出强大的供应链韧性。对于立邦、三棵树等 ...

Core Insights - The Tianhong Chemical ETF (159133) reached a record high since its listing, with a turnover of 1 billion yuan and a trading volume of 18.37% [1] - The underlying index, the CSI Sub-Industry Chemical Theme Index (000813), increased by 0.82%, with notable gains from several constituent stocks [1] Group 1: Product Highlights - The Tianhong Chemical ETF tracks the CSI Sub-Industry Chemical Theme Index, which includes listed companies involved in the manufacturing and sales of chemical products such as pesticides and fertilizers, reflecting the overall performance of quality enterprises in the chemical industry [2] Group 2: Key Events - A significant agreement was reached on November 23, 2023, for the 2026 China potash fertilizer import contract, setting the price at 348 USD/ton (CFR), maintaining a competitive pricing position globally [2] - On November 26, 2023, BASF and a subsidiary of Sinopec signed a strategic cooperation agreement to promote the large-scale application of biogas, accelerating the low-carbon transition in the chemical industry [3] Group 3: Institutional Perspectives - According to Dongguan Securities, from January to October 2023, the total profit of large-scale industrial enterprises in China reached 59,502.9 billion yuan, reflecting a year-on-year growth of 1.9% [3] - The refrigerant sector is expected to see improved supply-demand dynamics due to the implementation of production quota management for third-generation (HFCs) refrigerants starting in 2024, leading to an overall upward trend in refrigerant prices before 2025 [3]