双碳战略

Search documents
金融支持盐城高质量发展对接会在南京召开 ,签约金额超400亿元
Yang Zi Wan Bao Wang· 2025-09-23 06:23
9月22日,金融支持盐城高质量发展对接会在南京召开,深入贯彻落实中央和省关于金融支持绿色低碳 发展决策部署,进一步深化政银企协同,推动盐城高质量发展。中国人民银行江苏省分行党委书记、行 长周诚君,盐城市委副书记、代市长严汉平出席并分别致辞。 推动金融业发展壮大,提升金融服务实体经济质效,是推动高质量发展的重要内容。来自国家开发银行 江苏省分行、工商银行江苏省分行、江苏银行(600919)、兴业银行南京分行等23家金融机构齐聚一 堂,与我市共商绿色低碳发展大计、共谋银企深度合作新篇。其间,盐城市与江苏省信用再担保集团有 限公司签订《深化全面战略合作协议》,省金融学会与大丰区签订《金融支持零碳园区建设战略合作协 议书》;14家金融机构与我市签订61个绿色低碳项目,资金投放总量超400亿元。 周诚君在致辞中表示,近年来,中国人民银行江苏省分行紧紧围绕"双碳"战略目标和江苏"走在前、做 示范"重大使命,持续完善基础设施,建立健全激励约束机制,持续优化服务供给,统筹推进绿色金 融、转型金融,助力江苏经济绿色低碳高质量发展。 盐城是全国首批碳达峰试点城市,也是江苏省委、省政府支持建设的绿色低碳发展示范区,绿色发展优 势明 ...
上海电力实业与中国石油上海销售携手共进 在新能源浪潮中释放 1+1>2 的聚变能量
Sou Hu Cai Jing· 2025-09-23 02:07
Core Viewpoint - The collaboration between Shanghai Electric Power Industry Co., Ltd. and China National Petroleum Corporation Shanghai Sales Company represents a strategic alliance aimed at transforming the energy sector amidst the global energy revolution, focusing on complementary strengths and sustainable development [1][9]. Group 1: Strategic Cooperation - The partnership is driven by a shared understanding of the need for accelerating the development of new energy businesses in line with the "dual carbon" goals, ensuring long-term strategic growth for both companies [2][9]. - Shanghai Electric Power has established a comprehensive service system across the entire value chain of new energy, leveraging its technological expertise in smart grids and energy storage [2][3]. - China National Petroleum is committed to integrating oil and gas with new energy, having achieved significant milestones in energy conservation and renewable energy installations [3][9]. Group 2: Business Collaboration - The collaboration addresses existing challenges in the electric vehicle charging infrastructure in Shanghai, such as uneven distribution and low equipment utilization, by combining the strengths of both companies [6][9]. - The first joint project, a charging station in Pudong, features 40 charging spots and integrates a vehicle-to-grid (V2G) system, enhancing user experience through additional services [6][7]. - The partnership also includes a photovoltaic project at a gas station, aiming to create a new energy service model that combines oil, electricity, and renewable energy [7][9]. Group 3: Ecosystem Development - The collaboration transcends simple project cooperation, focusing on building a "charging + ecosystem" that enhances user engagement and creates additional value [8][9]. - Both companies emphasize the importance of long-term service in the charging business, aiming to connect users, enterprises, and society through their services [8][9]. - The partnership is positioned as a proactive response to the national "dual carbon" strategy, with ongoing efforts to explore new energy solutions in heavy-duty vehicle charging and other areas [9][10].
泰达论四化 || 低碳化:打通“车-件-料”全链路循环体系
Zhong Guo Qi Che Bao Wang· 2025-09-23 01:26
本届泰达汽车论坛上,来自政产学研界的嘉宾回顾"十四五"汽车业取得的业绩,共同为"十五五"产业发展建言献策。本报梳理了四个热点话题,以飨读 者。 目前,动力电池的年使用量已经从数年前的100GWh增长到今年的超1000GWh,到2030年将超3000GWh,而1GWh相当于有1万吨动力电池要回收。 中国资源循环集团电池有限公司总经理白春平提出,从退役动力电池的分拣到拆解,要全产业链推动回收环节能耗更低、纯度更高、产品符合标准、回收更 具技术含量。 而对于数据价值的发掘,广州市巴图鲁信息科技有限公司创始人、董事长曾万贵提出,数据是打通零部件交易的沟通语言,也是提高其交易流通效率的基 础。通过十几年的积累,公司在数据交易系统工具、供应资源及运营能力方面,已经能够支撑从整车回收到零部件回收交易全流程的数字化。 中汽中心首席专家、中国汽车标准化研究院副院长郑天雷表示,要重新梳理和完善标准体系,填补标准空白;加强重点领域标准研究,包括碳管理、节能、 新能源汽车、循环利用等领域的标准,加快制定进度,形成更完善的技术支撑;加强国际交流合作,更好地将"中国方案"推向国际,支撑我国汽车产业和技 术"出海"。 在汽车回收环节,对于 ...
青岛地铁打造轨交绿色低碳转型“青岛样板”
Qi Lu Wan Bao Wang· 2025-09-22 14:55
Core Viewpoint - Qingdao Metro is actively pursuing sustainable development and green transformation in urban rail transit, aligning with national "dual carbon" strategies and aiming to become a leader in the industry's green transition [1][2][6]. Group 1: Green Development Goals - Qingdao Metro's total electricity consumption accounts for 10% of its annual operating costs, with a target to reduce electricity consumption by 30% and carbon emissions by 50% [2]. - The company has outlined a "three-step" strategy in its 2022 "Green Rail Development Implementation Plan," aiming to establish a green development system by 2025, achieve carbon peak by 2030, and reach carbon neutrality by 2050 [2][5]. Group 2: Technological Innovations - Qingdao Metro is implementing advanced technologies such as autonomous train operation systems, flywheel energy storage, and multi-source heat pumps to achieve significant energy savings [3][4]. - The company is developing a "virtual power plant" and a smart energy management system to enhance energy efficiency and integrate various energy resources [4][6]. Group 3: Industry Ecosystem Development - Qingdao Metro is building a green industrial ecosystem that includes new energy, resource recycling, and green energy-saving sectors, creating new economic growth points [5][6]. - The focus on renewable energy includes the establishment of a multi-dimensional energy industry that integrates solar power, energy storage, and virtual power plants [5]. Group 4: Urban Empowerment - The green practices of Qingdao Metro are contributing to urban green development, supporting the city's innovative industrial system and enhancing resource efficiency [6][7]. - By 2025, the company expects to achieve an annual electricity saving of 100 million kWh, generate 43 million kWh from solar power, and reduce carbon emissions by 91,000 tons [6]. Group 5: Recognition and Standards - Qingdao Metro has received multiple recognitions for its green initiatives, including being designated as a pilot unit for low-carbon transportation by the Ministry of Transport [7]. - The company has developed a comprehensive set of green standards for urban rail construction, enhancing the industry's regulatory and precision levels [7]. Group 6: Future Outlook - Qingdao Metro plans to continue its commitment to sustainable development, aiming to increase the share of green electricity to over 20% and expand its AI-enabled smart energy initiatives [8].
森城生态:内蒙古植树再起航 多地布局共绘绿色版图
Jin Tou Wang· 2025-09-22 07:27
【森城生态新闻】 2025年9月,继青海高原生态修复与植树造林项目之后,森城生态在内蒙古地区再度吹响了"绿色集结号"。 在这片草原与沙漠交错、风蚀与干旱并存的土地上,森城生态联合地方林业部门与生态治理团队,全面启 动大规模造林与生态修复工程,进一步夯实我国"双碳战略"在西北地区的落地成果。 内蒙古新行动:治沙造林 共建生态屏障 内蒙古地处我国北方生态安全屏障的核心地带,历来是防风固沙、涵养水源的重要阵地。本次森城生态 在自治区重点区域启动造林计划,首批种植树种包括耐旱、固沙效果突出的柠条、樟子松以及杨树等。 预计年内将完成超过5万亩新林地建设,为阻断风沙通道、提升植被覆盖率提供有力保障。 同时,项目团队在造林过程中引入智能灌溉系统和无人机巡检技术,确保植树存活率和后期养护效率,以实 现"种得下、活得久、成得林"的目标。 宁夏(规划):结合光伏新能源基地,实现"光伏+林业+碳汇"一体化发展。 森城生态始终坚持"生态优先,绿色发展"的战略方向,既关注生态修复,也重视经济价值和社会价值的结 合。随着更多林地的成形,不仅能够有效吸收二氧化碳,还将带动周边农牧民就业,促进生态经济的可持续 发展。 通过全国多点布局,森城 ...
国富氢能氢能走廊一体化项目启动 加码布局西北氢能市场
Zhi Tong Cai Jing· 2025-09-22 06:40
Group 1 - The "Hydrogen Corridor Integration Project" was successfully launched in Xinjiang, marking a significant step towards the establishment of a full hydrogen energy industry chain in the region [1][2] - The project aligns with the national hydrogen energy strategy and aims to create a comprehensive demonstration of "green electricity to hydrogen - storage and transportation - refueling - application" [2][3] - Two large-scale green hydrogen plants in Manas and Hutu Bih have commenced operations, with a total hydrogen production capacity of over 20,000 tons annually [2] Group 2 - The project will consume 1.2 billion kWh of green electricity annually and reduce carbon dioxide emissions by 200,000 tons [2] - The collaboration among Jiangsu Guofu Hydrogen Energy, Longshengda, and Lingniu Technology enhances the project's efficiency and establishes a replicable model for the hydrogen energy industry [3] - The initiative is crucial for optimizing the energy structure in Xinjiang and serves as a key practice for building a large green hydrogen supply base in the region [3]
葛红林:当前锂电产业“价格链”正处于“修复期”
Zhong Guo Jing Ji Wang· 2025-09-22 06:10
"我国能源转型目前进入深水期,正以"双碳"战略为引领,加快构建新型能源体系。"葛红林指出, 锂电产业作为支撑新能源汽车,储能产业发展的核心基础,已经从产业优势迈向战略优势,不仅建成全 球最完整、最具活力的产业链体系,更成为推动中国式现代化绿色发展,引领全球能源低碳转型的核心 中国引擎,已经成为衡量国家能源安全、产业竞争力的关键指标。 数据显示,今年1-6月,我国动力和其他电池产量697.3GWh,同比增长60.4%,其中锂电原材料起 到强有力的保障作用。同期,我国碳酸锂产量38.9万吨,同比增长29%,产业保持向上向好的发展态 势。 "2024年,锂原料企业的暴利时代结束了,锂盐企业净利润大幅下滑,相关行业亏损较大,下游锂 电池价格进一步下探。"中国有色金属工业协会党委书记、会长葛红林,在9月19日举办的2025遂宁国际 锂电产业大会上表示,当前锂电产业从上游、中游到下游的"价格链"正处于"修复期"。 据葛红林介绍,过去十年,锂电行业经历了两轮较大的价格波动周期。第一轮是2015年—2019年, 碳酸锂价格从4.2万元低点涨到18万元的高点,2019年底又回归到4.8万元,期间价格峰值是最低点的4倍 多;第二 ...
“2025中国碳中和发展力指数”显示:西部地区提升最为显著
Zhong Zheng Wang· 2025-09-22 03:02
展望"十五五"时期,我国将进入碳达峰目标实现的关键攻坚阶段。研究团队表示,未来将继续秉持"五 力"发展导向,通过迭代优化指标体系、强化多维数据耦合、提升趋势预测精度等方式,推动"中国碳中 和发展力指数"在评估地方实践成效、引领未来转型方向中发挥更大作用。 作为全国首个以系统化、长期化方式持续跟踪各省市碳中和战略推进情况的权威指数,"中国碳中和发 展力指数"自2021年首次发布以来,已连续五年对外公布成果,完整见证了我国在"双碳"战略引领下经 济社会领域广泛而深刻的系统性变革。2025年度指数延续采用"5+N"评估体系,在"成长力、转型力、 竞争力、协调力、持续力"五力模型基础上,进一步优化评价指标设置,重点强化环境治理、绿色金 融、农业绿色保障等领域的指标权重——这一调整充分反映出我国"双碳"工作正从单一减排导向,逐步 转向系统集成与协同推进的新阶段。 中证报中证网讯(记者刘丽靓)中国证券报记者9月22日获悉,近日,厦门大学"碳中和发展力"研究团队 联合江苏大学碳中和发展研究院共同发布"2025中国碳中和发展力指数"。今年既是"双碳"目标提出五周 年,也是"十四五"规划收官之年,更是该指数连续发布的第五个年度 ...
国富氢能(02582)氢能走廊一体化项目启动 加码布局西北氢能市场
智通财经网· 2025-09-22 02:12
Core Insights - The "Western Hydrogen Corridor: Green Initiation" hydrogen energy corridor project was successfully launched in Xinjiang, marking a significant step towards the establishment of a full hydrogen energy industry chain in the region [1][3] Group 1: Project Overview - The project aligns with the national hydrogen energy strategy and aims to create a comprehensive demonstration of "green electricity to hydrogen - storage and transportation - refueling - application" in key areas such as Urumqi, Changji, and Shihezi [3] - Two green hydrogen plants with a capacity of 10,000 tons each have commenced operations, equipped with a 140 MW alkaline electrolyzer system, producing hydrogen at a rate of 28,000 standard cubic meters per hour, with an annual output exceeding 20,000 tons of green hydrogen [3][4] - The project is expected to consume 1.2 billion kWh of green electricity annually and reduce carbon dioxide emissions by 200,000 tons [3][4] Group 2: Collaborative Efforts - The collaboration involves Jiangsu Guofu Hydrogen Energy Technology Equipment Co., Ltd., Urumqi Longshengda Environmental Technology Co., Ltd., and Lingniu Hydrogen Energy Technology (Urumqi) Co., Ltd., leveraging each party's strengths to enhance project execution [4] - Guofu Hydrogen Energy focuses on hydrogen equipment manufacturing and technology solutions, ensuring stable and scalable green hydrogen supply [4] - Longshengda is dedicated to building hydrogen infrastructure, while Lingniu Technology manages the lifecycle of hydrogen vehicles, promoting low-carbon transformation in logistics [4] Group 3: Strategic Importance - This project is a key initiative for optimizing the energy structure in Xinjiang and establishing a large-scale green hydrogen supply base in the country [4] - It serves as a model for the "Belt and Road" initiative and supports the deep implementation of the "dual carbon" strategy [4] - The project aims to enhance the coupling of new energy and hydrogen production systems, positioning Xinjiang as a national hydrogen hub [4]
解码道生天合:价值逻辑凸显,新材料龙头IPO启航在即
Sou Hu Cai Jing· 2025-09-22 01:25
Core Viewpoint - Daoshengtianhe Material Technology (Shanghai) Co., Ltd. is positioned as a leading player in the new materials sector, focusing on the dual-carbon strategy and benefiting from the high-quality development of the Chinese economy [1] Group 1: Market Potential - The company is strategically aligned with the wind power and new energy vehicle industries, which are key national pillars, allowing it to capitalize on significant market growth [2] - China is a leader in the global wind power market, with plans to add over 50 GW of new installations annually during the 14th Five-Year Plan, ensuring a steady demand for high-performance materials [2] - The new energy vehicle market is experiencing explosive growth, with a projected market share of 40.9% in 2024, driving demand for high-performance adhesives and composite materials [2] Group 2: Competitive Advantage - Daoshengtianhe has successfully broken the foreign monopoly in high-end wind power materials, establishing itself as a pioneer in domestic substitution and global expansion [3] - The company has entered the supply chains of major domestic players such as BYD and Geely, and is the only Chinese company supplying epoxy resin and structural adhesives to international wind turbine giant Vestas [3] - Its core product, the epoxy resin series for wind turbine blades, has ranked first in global sales for three consecutive years (2022-2024), indicating strong market leadership [3] Group 3: R&D and Innovation - The company boasts a robust R&D capability with a diverse product range, including epoxy resins, polyurethanes, and organic silicon materials [4] - As of June 2025, Daoshengtianhe holds 69 valid patents, including 38 invention patents, and has applied for 14 PCT international patents, demonstrating its commitment to innovation [4] - The company has established a strong technical moat by providing differentiated and precise new material solutions across various high-end sectors, including energy storage and aerospace [4] Group 4: Financial Performance - From 2022 to 2024, the company's net profit attributable to shareholders has increased from 110 million yuan to 155 million yuan, showcasing solid growth resilience [5] - The upcoming IPO will fund the addition of 37,000 tons of high-end adhesives for power batteries and 19,000 tons of high-performance composite resin capacity, targeting core demands in the new energy vehicle sector [5] - The company's future strategy includes expansion into photovoltaic, consumer electronics, semiconductors, and rail transportation, further enhancing its growth potential [5]