Workflow
绿色转型
icon
Search documents
年终盘点|抢铜浪潮激涌、行业进入超级周期,铜价涨势还能延续多久
Di Yi Cai Jing· 2025-12-06 11:36
Core Viewpoint - The copper market is expected to experience a bullish trend driven by supply-demand tightness, macroeconomic monetary policies, and emerging demand, with prices projected to rise significantly by 2025 [1] Group 1: Price Trends and Market Performance - On December 5, LME copper futures prices rose by 2.2%, reaching a historical high of $11,705 per ton, while domestic Shanghai copper futures approached 93,000 yuan per ton, setting a new record [1] - The A-share copper concept sector has seen an increase of over 70% this year, with individual stocks like Luoyang Molybdenum (603993.SH) and Zijin Mining (601899.SH) experiencing cumulative gains exceeding 100% [1] Group 2: Supply and Demand Dynamics - Global copper supply is tightening due to safety incidents in major production areas and mining giants reducing capacity, leading to increased copper prices [1] - Significant production disruptions have occurred in key copper mines, with global copper production expected to grow only by 1.4% this year, resulting in a supply-demand gap of 150,000 tons [2] Group 3: Emerging Demand Factors - The transition to renewable energy is driving explosive demand for copper, particularly in electrical infrastructure upgrades and new energy applications [1][3] - The International Energy Agency (IEA) projects that copper usage in data centers will reach between 250,000 to 550,000 tons by 2030, accounting for 1%-2% of global copper demand [3] Group 4: Future Outlook - Industry experts anticipate that structural factors driving copper prices will remain unchanged, suggesting that copper prices will continue to be in an upward trend with limited short-term correction opportunities [5] - The price differential between LME and COMEX has widened to over $600 per ton, indicating strong overseas demand and continued copper flow to the U.S. [6] - The expectation of ongoing economic recovery and liquidity easing will enhance copper's financial attributes, further supporting price increases [6]
中英工商界聚焦中国“十五五”规划 共议合作新机遇
人民网-国际频道 原创稿· 2025-12-06 04:25
人民网伦敦12月5日电 (徐量)日前,由英中贸易协会和英国中国商会联合举办的中国"十五五"规划与中英合作新机遇宣介会在伦敦举行,中英各界近 一百余人参加,中国驻英国大使郑泽光出席并发表致辞。 江苏省委书记信长星发表讲话。杨浩鹏摄 英中贸易协会主席詹诚信指出,过去一年英中双方为推动双边关系重回稳定基础付出了大量努力,而经贸合作始终是这一进程的核心动力。在谈及中 国"十五五"规划建议时,他表示,不仅反映了中国在经历挑战后的信心回升,也展示了未来发展的明确方向。他以江苏为例指出,当地制造业在过去十年间 已从依赖日本、韩国和欧洲的机器人设备,转向广泛采用中国自主研发的智能制造装备,充分体现了创新驱动和产业现代化的显著成果。他同时强调,"十 五五"规划建议对促进消费特别是服务消费的重视,将为包括英国在内的国际合作伙伴带来新的市场机遇。 宣介会期间气氛热烈,与会嘉宾对规划中提出的重点方向和中英合作前景表现出浓厚兴趣,会后就创新发展、绿色转型、消费升级等领域的合作机遇展 开交流。 英中贸易协会主席詹诚信发表讲话。杨浩鹏摄 郑泽光在讲话中向英国各界宣介中共二十届四中全会精神和"十五五"规划建议。他指出,事实充分证明,在中国共 ...
施耐德电气董事长赵国华:中法企业应紧密携手、共创价值
Group 1 - Schneider Electric's Chairman Jean-Pascal Tricoire emphasized the strong economic ties between China and France, urging companies from both nations to collaborate based on complementary advantages to explore markets and create value together [1] - Tricoire highlighted significant cooperation opportunities in technology innovation and green transformation, particularly in four key areas: energy transition, climate governance, industrial upgrading, and digital economy [2] - Schneider Electric has invested heavily in China over the past 38 years, establishing five R&D centers, AI innovation labs, and 30 factories and logistics centers, showcasing its commitment to the Chinese market [2] Group 2 - The company is actively facilitating Chinese enterprises' global expansion through cross-border collaborations, such as partnerships with China Power Construction and China National Machinery Group to develop energy infrastructure in the Middle East and Southeast Asia [4] - Schneider Electric's "China-centric" strategy positions China as its second-largest global market and a crucial supply chain base, contributing to its innovation and growth [4] - Tricoire stated that collaboration and communication are foundational for development, expressing Schneider Electric's eagerness to partner with outstanding Chinese companies to strengthen research cooperation and contribute to global industrial transformation and sustainable development [4]
新华鲜报·“十四五”发展亮点丨中国“调色盘”增新绿!森林覆盖率超25%
Xin Hua She· 2025-12-06 01:59
Core Viewpoint - The construction of a beautiful China is a significant goal in the comprehensive modernization of the socialist nation, with a focus on accelerating green transformation during the "14th Five-Year Plan" period [1] Group 1: Green Development Achievements - During the "14th Five-Year Plan," a total of 5.49 million acres of land were afforested, increasing the forest coverage rate to over 25%, contributing approximately one-fourth of the world's new greening area [1] - The "Three North" project has completed the construction of 164 million acres, enhancing the ecological security barrier in northern China [2] Group 2: Economic and Employment Impact - The total output value of the national forestry and grass industry is expected to exceed 10 trillion yuan in 2024, creating employment and income opportunities for over 60 million people [3] - The forestry food products have become the third most important agricultural product after grains and vegetables, indicating a growing market for forest-derived food [3] Group 3: Urban and Rural Green Coverage - The urban greening coverage rate reached 43.32%, while rural greening coverage was at 32.01% during the "14th Five-Year Plan" [4] - Future efforts will focus on achieving significant progress in building a beautiful China, with an emphasis on enhancing green spaces for the public [4]
进一步做好节能降碳工作
Xin Hua She· 2025-12-06 01:11
Group 1 - The meeting emphasized that energy conservation and carbon reduction are crucial for achieving carbon peak and carbon neutrality, and for accelerating the green transformation of development methods [1] - It was highlighted that the optimization of the business environment and stabilization of market expectations are closely related to administrative law enforcement concerning enterprises [1] - The meeting called for a systematic approach to enhance the standardization of administrative law enforcement, focusing on long-term solutions and improving mechanisms [1] Group 2 - The draft of the "People's Republic of China National Fire Rescue Personnel Law" was discussed and approved in principle, aiming to enhance the responsibilities, management, and treatment of fire rescue personnel [2] - The meeting stressed the importance of strengthening grassroots fire rescue capabilities and conducting comprehensive drills to prevent major fire accidents [2] - A comprehensive crackdown on illegal tobacco activities was mandated, with a focus on regulating all aspects of tobacco production, storage, logistics, distribution, and retail [2]
国务院常务会议提出 切实增强节能降碳内生动力
会议讨论并原则通过《中华人民共和国国家消防救援人员法(草案)》,决定将草案提请全国人大常委 会审议。会议指出,消防救援人员是人民生命和财产安全的卫士。国家综合性消防救援队伍组建以来, 有效处置一系列重特大事故灾害,受到社会各界普遍赞誉和信赖。要进一步明确消防救援队伍职责纪 律、人员管理、待遇保障等制度安排,提升正规化、专业化、职业化建设水平。要着力增强基层消防救 援能力,聚焦薄弱环节强化风险隐患排查整治,加强先期处置、转移疏散等综合演练,夯实消防安全治 理基础,坚决防范遏制重特大火灾事故发生。 会议指出,要严厉打击涉烟违法活动,全方位全链条加强烟草生产、仓储、物流、分销、零售等监管执 法,持续净化烟草市场环境,切实维护国家利益和消费者权益。 会议还研究了其他事项。 国务院总理李强12月5日主持召开国务院常务会议,研究进一步做好节能降碳工作,听取规范涉企行政 执法专项行动情况汇报并审议通过《行政执法监督条例(草案)》,讨论《中华人民共和国国家消防救 援人员法(草案)》,部署全链条打击涉烟违法活动有关举措。 会议指出,节能降碳是推进碳达峰碳中和、加快发展方式绿色转型的重要抓手。要更高水平更高质量做 好节能降碳工作 ...
切实增强节能降碳内生动力
会议指出,涉企行政执法关系营商环境的优化、市场预期的稳定。今年以来,各地区各部门认真开展规 范涉企行政执法专项行动,取得积极成效。要聚焦重点难点、长效系统施治,推动由个案纠偏向类案规 范、由问题整治向机制完善深化拓展,不断提升行政执法规范化水平。要通过制定实施《行政执法监督 条例》,强化全方位、全流程监督,进一步厘清执法权责边界,压实规范执法责任,对滥用职权、任性 执法等行为严肃追责问责,使行政权力始终在法治轨道上运行。 会议讨论并原则通过《中华人民共和国国家消防救援人员法(草案)》,决定将草案提请全国人大常委 会审议。会议指出,消防救援人员是人民生命和财产安全的卫士。国家综合性消防救援队伍组建以来, 有效处置一系列重特大事故灾害,受到社会各界普遍赞誉和信赖。要进一步明确消防救援队伍职责纪 律、人员管理、待遇保障等制度安排,提升正规化、专业化、职业化建设水平。要着力增强基层消防救 ● 新华社北京12月5日电 国务院总理李强12月5日主持召开国务院常务会议,研究进一步做好节能降碳工作,听取规范涉企行政 执法专项行动情况汇报并审议通过《行政执法监督条例(草案)》,讨论《中华人民共和国国家消防救 援人员法(草案)》 ...
今年前10个月中国纺织业规上企业工业增加值同比增长3%
Zhong Guo Xin Wen Wang· 2025-12-05 14:43
孙瑞哲在江西九江召开的"2025纺织大会"上说,2021至2024年,中国纺织纤维加工总量年均规模保持在 6000万吨以上,全球占比超过一半;化纤产量占世界比重超过75%;高性能纤维总产能世界占比超过三 分之一。中国年产服装超700亿件,超全球半数;2023年出口额1647.4亿美元,占全球30.1%。纺织行业 保持规模领先,更在系统集成与创新发展中形成全球最完备的产业体系。 中新网北京12月5日电(记者阮煜琳)中国纺织工业联合会会长孙瑞哲5日表示,今年1~10月,中国纺织业 规上企业工业增加值同比增长3.0%;规上企业实现营业收入37857.98亿元;纺织品服装出口总额为 2439.4亿美元,其中纺织品出口额为1177.3亿美元,同比增长0.9%。 本届大会由中国纺织工业联合会主办,九江市纺织行业协会协办,以"开启纺织现代化产业建设新征 程"为主题。工业和信息化部消费品工业司二级巡视员邓小丁表示,当前,纺织行业发展面临关键时 期,需紧扣高质量发展,推动智能化、绿色化、融合化转型,巩固提升产业国际优势地位。 中国工程院院士、中国纺联首席科学家俞建勇指出,在当前科技与产业变革深度融合的时代背景下,纺 织产业面临 ...
行政执法监督条例草案审议通过!对滥用职权、任性执法等行为将严肃追责问责
Mei Ri Jing Ji Xin Wen· 2025-12-05 14:40
12月5日,国务院总理李强主持召开国务院常务会议,研究进一步做好节能降碳工作,听取规范涉企行 政执法专项行动情况汇报并审议通过《行政执法监督条例(草案)》,讨论《中华人民共和国国家消防 救援人员法(草案)》,部署全链条打击涉烟违法活动有关举措。 会议指出,要通过制定实施《行政执法监督条例》(以下简称《条例》),强化全方位、全流程监督, 进一步厘清执法权责边界,压实规范执法责任,对滥用职权、任性执法等行为严肃追责问责,使行政权 力始终在法治轨道上运行。 推动由问题整治向机制完善深化拓展 会议还强调,要着力增强基层消防救援能力,聚焦薄弱环节强化风险隐患排查整治,加强先期处置、转 移疏散等综合演练,夯实消防安全治理基础,坚决防范遏制重特大火灾事故发生。 (文章来源:每日经济新闻) 知名经济学者、工信部信息通信经济专家委员会委员盘和林在接受《每日经济新闻》记者微信采访时表 示,此举将深化中国的法治化进程、约束公权力,以规范滥用职权、任性执法的方式释放经济活力,通 过法治优化改善营商环境,继而激活经济活力。可以说,制定实施《条例》将同时推动中国的法治化进 程和民营经济发展,并将在一定程度上推动全国统一大市场的建设,减轻 ...
中国纺织行业迈入世界第一方阵
中国纺织工业联合会党委书记、会长孙瑞哲指出,我国纺织行业已整体迈进世界第一方阵,正致力于构 建体现高科技、高价值、高效能、高质量特征的现代化产业体系。 建设现代化纺织产业体系,必须在顶层设计与战略路径上形成共识。如何重塑产业价值叙事,从全球价 值链定位、可持续时尚、科技赋能等多维度,为所有从业者确立在新周期中奋进的新坐标? 在"十四五"收官、"十五五"启航的关键节点,中国纺织行业正站在新的历史起点。 在孙瑞哲看来,面对新发展阶段,行业必须完成几大核心转变:从"规模引领"向"体系优势"跃迁,构筑 现代产业生态;从"要素驱动"向"创新驱动"转型,壮大新质发展动能;从"跟跑并跑"向"主动引领"升 级,抢占全球价值高地;从"产品输出"向"全球配置"拓展,融入全面开放格局。这些转变旨在巩固和提 升我国纺织产业的国际竞争优势。 《中国经营报》记者从中国纺织工业联合会方面获悉,12月5日,"2025纺织大会"在江西九江召开,大 会为构建科技、时尚、绿色、健康的现代化纺织产业体系探索了全景式路线图。 展望"十五五"及未来,孙瑞哲告诉记者,纺织行业需精准把握国际竞合、科技变革、区域调整、人工智 能、绿色转型及消费市场六大发展趋 ...