在政策解读环节，农业银行江苏苏州相城支行对绿色金融政策进行详细解读与分享，助力企业实现可持续发展与降本增效。农行始终坚持金融工作的政治性 和人民性，扎实做好"绿色金融"这篇大文章，持续完善绿色金融产品体系，不断加大信贷供给力度，满足了企业在绿色发展过程中的多样化需求，引领绿色 金融新风尚。 为推动能源与产业结构优化升级，探索经济发展与生态保护协同的新路径，加快经济社会发展全面绿色转型，12月18日，以"绿动未来碳索新路"为主题的相 城区能源转型与绿色低碳发展沙龙活动成功举办。 本次活动旨在搭建政府部门、行业企业、科研院所、商协会、金融机构协同联动的桥梁，形成"技术研发—成果转化—产业应用—金融支持"的良性循环，加 快绿色低碳产业深度融合，推动更多新能源项目落地见效。 活动现场，发布《相城区新能源企业降本增效服务行动倡议》，立足企业发展需求，聚焦能源精细化管理、能源数智化应用、能源开放性合作、项目要素保 障四个方向，以精准服务助力相城新能源企业降本增效，赋能区域产业转型升级;启动《相城区基于碳核算碳账户的绿色金融创新服务合作计划》，以建立 碳核算碳账户为抓手，创新碳核算与绿色金融衔接机制，为绿色低碳项目提供更有 ...

12月11日，"从政策驱动到市场拉动：打开广东新型储能内需新空间"研讨会在广州召开。来自科研院 所、电网公司、电力交易中心、产业界的专家学者齐聚一堂，围绕广东新型储能产业发展的挑战与机 遇、市场机制创新、出海路径拓展等核心议题展开深度研讨，认为应以"政策驱动+市场赋能+内外需协 同"突破发展瓶颈，推动广东储能产业从"制造先行"迈向"打造生态体系"。 以下为研讨会主要内容和与会专家观点摘要： 自"双碳"目标提出以来，中国能源体系加快向绿色低碳转型迈进，新型储能作为构建新型电力系统的关 键支撑环节，在提升电力系统灵活性、安全性与可再生能源消纳能力方面，发挥着日益重要的作用。 中国能源研究会双碳产业合作分会副秘书长汤泰：习近平主席在联合国气候变化峰会上提出"2035年风 电和太阳能发电总装机容量力争达到36亿千瓦"的目标，为我国能源事业高质量发展擘画了宏伟蓝图、 明确了行动方向。要推动如此体量的新能源成为系统的可信容量，储能的关键作用不可或缺。未来新型 电力系统的构成，很大程度将取决于"储能+新能源"的协同能够解决多少问题，为系统提供多少有效支 撑。 北京市朝阳区环友科学技术研究中心秘书长张頔：广东拥有完备的储能产 ...

Core Viewpoint - Huadian Yunnan Power Generation Co., Ltd. successfully issued its first sustainable development-linked corporate bonds in the Shanghai Stock Exchange, marking a significant step in green financing and sustainable development in Yunnan Province [1] Group 1: Bond Issuance Details - The bond issuance scale reached 430 million yuan, underwritten by Chuan Cai Securities Co., Ltd. and Huatai United Securities Co., Ltd. [1] - This bond is the first sustainable development-linked bond issued by a Yunnan enterprise and Huadian Group in the exchange market [1] Group 2: Sustainability and Innovation - The bond features a linkage to the "small hydropower station renovation and upgrade," aiming to set clear sustainable development goals [1] - The initiative is designed to guide enterprises in the intelligent upgrade of small hydropower stations, enhancing power generation efficiency while reducing carbon emissions and ecological impact [1] Group 3: Strategic Importance - The issuance is a key measure for the company to practice its "dual carbon" goals and innovate green financing models [1] - It serves as an important case of green financial innovation in the Yangtze River Economic Belt, optimizing the company's debt structure and demonstrating its commitment to sustainable development [1] - The company aims to continue deepening its sustainable development practices and contribute to regional development and national energy security through financial tools [1]

Core Viewpoint - Dayuan Pump Industry is strategically positioned in high-growth sectors such as liquid cooling temperature control, commercial pumps, and heat pumps, aligning with the "dual carbon" goals and the development trends of emerging industries like energy storage, computing power, and new energy vehicles [1] Group 1: Business Growth and Strategy - Emerging businesses have achieved exponential growth, effectively hedging against fluctuations in traditional business areas and opening up long-term growth potential [1] - Continuous high R&D investment solidifies technological advantages, with the product matrix extending towards high-end and customized solutions [1] - The company has broken through foreign monopolies in industrial pumps, accelerating the process of import substitution and increasing market share in high-end sectors such as chemicals, nuclear power, and semiconductors, thereby establishing strong competitive barriers [1] Group 2: International Expansion and Shareholder Returns - Ongoing localization efforts overseas include the establishment of a subsidiary in Southeast Asia to enhance manufacturing and sales networks, with steady expansion of international business [1] - The company adheres to a high cash dividend policy, with cumulative dividends exceeding the total amount raised during the IPO, which boosts investor confidence and creates a dual support structure of "overseas growth + shareholder returns" [1] Group 3: Product Applications and Investment Rating - Dayuan Pump Industry possesses deep technical expertise in shielded pumps and liquid cooling pumps, with products widely used in high-growth sectors such as new energy vehicles, energy storage, and data centers [1] - The investment rating is maintained at "Buy" [1]

Core Viewpoint - The company, New Hope, is seeking to achieve a dual listing status of "A+H" after submitting its application to the Hong Kong Stock Exchange for the second time, with CICC as its sole sponsor. The company is the largest private natural gas supplier in China, with a market share of 9.2% in total gas sales and is expected to be the largest private city gas company by retail gas volume in 2024 [1][12]. Group 1: Company Performance - New Hope's revenue and net profit have shown a downward trend from 2022 to the first half of 2025, with revenues of 146.11 billion yuan, 137.84 billion yuan, 131.72 billion yuan, and 64.49 billion yuan, and net profits of 10.04 billion yuan, 10.64 billion yuan, 9.73 billion yuan, and 4.40 billion yuan respectively [1][3]. - The company has maintained a stable gross margin of around 13%-14%, with a net profit margin of 6.9%, 7.7%, 7.4%, and 6.8% from 2022 to the first half of 2025 [6][12]. - The company has a strong cash flow, generating an average operating cash flow of over 13 billion yuan in the past three years, with 5.40 billion yuan in the first half of 2025 [11][12]. Group 2: Business Structure - New Hope operates across the entire natural gas value chain, including upstream gas sources, midstream storage and transportation, and downstream applications, with over 32 million residential users and more than 290,000 industrial and commercial customers [2][4]. - The core revenue source is natural gas sales, which accounted for 81% of total revenue in the first half of 2025, with retail, wholesale, and platform trading gas revenues contributing 52.2%, 21.4%, and 7.4% respectively [2][3]. - The company has diversified its offerings, including energy solutions and engineering services, with the energy solutions segment contributing 10.8% to total revenue [5][12]. Group 3: Market Position and Competition - New Hope is the largest private natural gas supplier in China, holding an 8.5% share of the overseas LNG long-term contracts market, ranking fourth among domestic suppliers [11][12]. - The natural gas industry in China is highly concentrated, with state-owned enterprises dominating the market, making it challenging for private companies like New Hope to increase market share [11][12]. - The company is well-positioned to benefit from the "dual carbon" goals, which may provide growth opportunities despite the overall low growth rate in industry demand [12].

不过新奥股份近几年来业绩表现疲软，2022年至2025年上半年，收入分别为1461.13亿元、1378.41亿 元、1317.15亿元及644.89亿，而净利润分别为100.42亿元、106.38亿元、97.3亿元及43.95亿元，收入及 盈利整体均呈现下行趋势。截至2025年10月，公司的现金及等价物有124.19亿元。 中国最大的民营天然气供应商，超千亿规模的新奥股份，二次递表后，能否如愿实现"A+H"双上市地 位？ 智通财经APP了解到，近日新奥股份向港交所主板第二次递交上市申请，中金公司为其独家保荐人。该 公司深化布局天然气全产业链，根据弗若斯特沙利文，按零售气量计，公司为2024年中国最大的民营城 燃企业，此外，按总销气量计，其也为中国最大的民营天然气企业，市占率为9.2%。 该公司为A股上市公司，股价呈现长牛趋势，七年来持续性上涨，市值已经翻倍，而今年受私有化新奥 能源及港股上市等信息影响，10月底开始股价也加速抬升，升幅超过20%。 业绩稳健，盈利平稳 智通财经APP了解到，新奥股份以天然气全场景作为基础，业务覆盖全产业链，包括上游气源（国内及 海外气源）、中游储运与调峰（储气设备、LNG船及管 ...

转自：新华财经 12月21日9时5分，由中国能建安徽电建二公司承建的内蒙古能源集团金山热电厂2×100万千瓦机组煤电联营扩建 工程5号机组，顺利通过168小时满负荷试运行。 该项目位于内蒙古呼和浩特市土默特左旗毕克齐镇，建设2台100万千瓦高效超超临界空冷燃煤供热机组。安徽电 建二公司承担范围包括2座196米空冷塔、1座210米双钢内筒烟囱工程。自开工以来，该公司项目团队面对复杂的 地质条件和艰巨的技术挑战，紧紧围绕核心节点有序推进各项工作，积极主动开展技术攻关，科学优化施工方 案，全力以赴完成建设任务，为机组顺利试运行提供了坚实保障。 该项目作为内蒙古自治区重点能源工程，承载着保障区域能源安全与推动绿色转型的双重使命，是内蒙古落实国 家"双碳"目标的关键基础设施。项目建成投产后，预计可实现年发电量100亿千瓦时，供热面积5000万平方米，每 小时可向呼和浩特市城区输送1200吨工业蒸汽，并与金山热电厂一期、二期实现能源集约、多轮驱动，打造绿 色、创新、协同发展的综合能源基地，对助力呼和浩特市招商引资、促进地区人口就业、带动地区经济社会发展 和打赢大气污染防治攻坚战均具有重要作用。（耿新宇） 编辑：赵鼎 ...

中国煤炭第一县，正在为自己搏一个绿能澎湃的未来。 一直以来，鄂尔多斯准格尔旗以"一煤独大"著称。当下，对于资源型城市而言，已不再是"要煤"还 是"要绿"的单项抉择，而是如何推动传统能源与新能源走向协同，共同构建一个支撑高质量发展的"能 源矩阵"。 这并非简单的路径切换，而是一条统筹发展与安全、兼顾当下支撑与长远竞争力的系统之路。 作为典型的矿区镇，准格尔召镇全镇75%的土地为矿区。25座煤矿，4340万吨的年核定产能，曾撑起一 方经济，也留下了沟壑纵横的生态伤痕。 2022年起，改变开始发生。面对井工矿塌陷区与露天矿复垦区这两类"生态伤疤"，准格尔召镇精准施 策、分类治理：一边对塌陷区实施整山整沟系统修复，一边对露天矿推进集中连片整治。 如今，改变正在准格尔旗发生：矿区废弃土地正变身为一地多用的"光电牧场"，生动示范着如何让生 态"伤疤"生长出绿色经济；世界首套万吨级二氧化碳制芳烃项目全速推进，是煤化工企业走向高端化、 绿色化的缩影；而全国首个万吨级新能源制氢项目稳定运行，其生产的"绿氢"正是煤化工企业所需"灰 氢"的可替代物…… 准格尔召 镇一处矿区废弃土地变身为一地多用的"光电牧场"，光伏发电板下是奶牛养 ...

生态环境监测数据是客观评价生态环境质量状况、实施生态环境管理与决策的基本依据。强化对监测机 构的监管，减少数据造假等行为，对保障监测数据质量发挥着重要作用。草案三审稿明确，对生态环境 监测机构实行备案管理，强化监管。 草案三审稿完善了秸秆、落叶等焚烧的组织和管理相关规定，同时对固体废物跨省倾倒转移这一"顽 疾"，增加了相关的监管规定。 "生态环境改善，野生动物规模扩大是好事，也带来新烦恼。庄稼被毁、草场争食，甚至野兽进城、伤 人事件时有发生。"中国政法大学环境资源法研究所所长侯佳儒说，草案三审稿增加多条规定，着力引 导解决"人兽冲突"问题，核心思路是保护要科学，管理要跟上，人命最重要。 新华社北京12月22日电（记者高敬、魏冠宇）分拆审议后再"合体"的生态环境法典草案三次审议稿，22 日提请全国人大常委会会议审议。 生态环境法典是我国第二部以"法典"命名的法律。2025年4月，生态环境法典草案整体亮相，初次提请 审议的草案共分5编，包括总则编、污染防治编、生态保护编、绿色低碳发展编、法律责任和附则编。 今年9月和10月，生态环境法典各编草案分拆为两批完成了二审。按照工作安排，将分拆审议并修改完 善的各编草案重 ...

格隆汇12月22日丨兴源环境(300266.SZ)在投资者互动平台表示，公司已实质性开展储能业务，该业务 主要由子公司新至双碳科技有限公司承担。新至双碳投建的"凤阳正泰100MWh用户侧储能电站"已成功 并网，该项目位于安徽凤阳，通过智能化的"两充两放"运行模式，日均充放电量可达200MWh，具备显 著的削峰填谷能力。未来，公司将继续围绕装备制造、双碳创新、环境治理等板块，推动公司高质量发 展。 ...