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政策扶持力度或加大,美股低空经济龙头大涨
Xuan Gu Bao· 2025-09-25 00:54
公司方面,据七表示表示, 隔夜中概股亿航智能大涨7.36%,公司为国内低空经济龙头之一。 *免责声明:文章内容仅供参考,不构成投资建议 此外,据媒体报道,新型政策性金融工具规模初步定在5000亿元,资金主要投向数字经济、人工智能、 低空经济、消费基础设施、绿色低碳、农业农村、交通物流、市政园区等共领域。 *风险提示:股市有风险,入市需谨慎 华福证券认为,从产业化落地角度看,低空今年的重心是基础设施建设+载物场景的无人机率先落 地。"要想富、先修路",基础设施建设是低空经济作为新兴产业落地的前提。此外如果后续低空相关政 策能够落地,无人机仍将是今年的重点。一方面受益于军工放量;另一方面民用各领域的应用场景也在 逐步打开,无人机同时也是军民融合的重要载体。 1)基础设施:苏州规划、莱斯信息; 2)无人机:吉峰科技、横河精密、腾亚精工、纵横股份、绿能慧充。 3)前期容量龙头:万丰奥威、宗申动力、深城交、中信海直、英搏尔、四川九洲等。 ...
【省生态环境厅】陕西2项目入选2025年“清洁美丽中国行”小额资助项目
Shan Xi Ri Bao· 2025-09-24 22:53
9月22日,记者从省生态环境厅获悉:2025年"清洁美丽中国行"小额资助项目入围名单揭晓。陕西2 个项目入选。 本次活动共收到来自全国24个省份103个高校环保社团申报的108份项目方案。经方案初审、专家评 审等环节,最终评选出20个项目入围。陕西入选项目为:西安建筑科技大学生态环境志愿服务协会社团 的"全民参与垃圾治理,携手共建美丽乡村——陕西省生活垃圾治理成本与收费机制研究"项目;陕西科 技大学源梦公益社团的"中央水塔,秦岭命脉——生态文化宣传保护"项目。(记者:李欣泽) 今年5月,生态环境部宣传教育中心面向全国高校开展2025年"清洁美丽中国行"小额资助项目活 动,旨在进一步提升公众生态文明意识,倡导绿色低碳生活方式,推动构建全民参与的生态环境治理行 动体系。 ...
华光环能:驶好清洁能源“远洋号”,海外携手开新局谱新篇
Xin Hua Ri Bao· 2025-09-24 21:48
Group 1 - The core viewpoint of the articles highlights the successful international expansion and technological advancements of Huaguang Huaneng, particularly in clean energy projects and innovative equipment [1][2][3] Group 2 - Huaguang Huaneng's recent project in Mexico has created numerous job opportunities and contributed to regional economic development, showcasing the company's role in energy transition along the Belt and Road Initiative [1] - The company has actively participated in overseas projects, with contracts exceeding 360 million yuan this year, including significant projects in Cambodia and Iraq, and is advancing in multiple countries such as Kazakhstan and Guinea [1] - Huaguang Huaneng's self-developed CFB boiler has been recognized for its superior performance in energy saving and emission reduction, and is being adopted in various international projects [2] - The company is focusing on integrating technological innovation with industrial development, having received multiple patents for its low-emission waste disposal equipment [2] - Huaguang Huaneng is committed to enhancing its capabilities in high-end equipment manufacturing and has invested over 100 million yuan in building a smart factory utilizing 5G and AI technologies, improving production efficiency by 30% [3] - The company aims to expand its international presence and contribute to global energy transition and regional economic growth through innovative solutions [3]
工业和信息化部等六部门联合印发《建材行业稳增长工作方案(2025—2026年)》
Xin Hua She· 2025-09-24 13:29
扩需求,挖掘传统消费潜力、培育新兴应用。持续开展绿色建材下乡活动,落实政府采购支持绿色建材 促进建筑品质提升政策;支持建立无机非金属材料生产企业上下游合作机制,推动金刚石、先进陶瓷、 低介电玻璃纤维制品等推广应用。 方案以质量效益为中心,强化科技创新和产业创新深度融合,注重供需两端协同发力,具体提出了一系 列重点任务。 优供给,推动传统建筑材料升级和先进无机非金属材料发展。壮大先进无机非金属材料产业,加快先进 陶瓷、超硬材料等补短板锻长板,培育石墨、萤石、菱镁矿等特色优势资源产业。 新华社北京9月24日电(记者王悦阳)记者24日从工业和信息化部获悉,工业和信息化部、自然资源 部、生态环境部等六部门日前联合印发《建材行业稳增长工作方案(2025—2026年)》,其中提出2026 年,力争绿色建材营业收入超过3000亿元。 方案还明确了一系列2025年至2026年建材行业稳增长主要目标:建材行业恢复向好,盈利水平有效提 升,产业科技创新能力不断增强,绿色建材、先进无机非金属材料产业规模持续增长,绿色低碳和数字 化发展水平明显提高。 在控总量方面,严禁新增产能,开展风险预警。严禁新增水泥熟料、平板玻璃产能,加快光伏 ...
六部门发文提出2026年力争绿色建材营业收入超3000亿元
Xin Hua Wang· 2025-09-24 09:58
新华社北京9月24日电(记者王悦阳)记者24日从工业和信息化部获悉,工业和信息化部、自然资 源部、生态环境部等六部门日前联合印发《建材行业稳增长工作方案(2025—2026年)》,其中提出 2026年,力争绿色建材营业收入超过3000亿元。 方案还明确了一系列2025年至2026年建材行业稳增长主要目标:建材行业恢复向好,盈利水平有效 提升,产业科技创新能力不断增强,绿色建材、先进无机非金属材料产业规模持续增长,绿色低碳和数 字化发展水平明显提高。 方案以质量效益为中心,强化科技创新和产业创新深度融合,注重供需两端协同发力,具体提出了 一系列重点任务。 优供给,推动传统建筑材料升级和先进无机非金属材料发展。壮大先进无机非金属材料产业,加快 先进陶瓷、超硬材料等补短板锻长板,培育石墨、萤石、菱镁矿等特色优势资源产业。 扩需求,挖掘传统消费潜力、培育新兴应用。持续开展绿色建材下乡活动,落实政府采购支持绿色 建材促进建筑品质提升政策;支持建立无机非金属材料生产企业上下游合作机制,推动金刚石、先进陶 瓷、低介电玻璃纤维制品等推广应用。 在控总量方面,严禁新增产能,开展风险预警。严禁新增水泥熟料、平板玻璃产能,加快光伏 ...
哈电集团董事长黄伟:以加快产业转型升级服务现代化产业体系建设
Zhong Guo Dian Li Bao· 2025-09-24 09:37
一是聚焦扛牢服务国家战略的使命责任,以锻造更多大国重器服务"双碳"目标任务。70多年来,哈电集 团累计创造280余项"共和国第一"、生产发电设备约5.6亿千瓦、产品装备涉及海内外800余座大中型电 站,出口到50多个国家和地区。哈电集团将在深入贯彻"四个革命、一个合作"能源安全新战略中,加快 推动电力装备向高端化发展。 二是聚焦打造发展新质生产力的电力新篇章,以科技创新驱动能源电力高质量发展。哈电集团始终坚持 把科技创新作为引领企业发展的第一动力,研发经费投入强度保持在5%以上,制/修订国际、国家及行 业标准430余项,23项成果入选国家能源局能源领域首台(套)重大技术装备,全力打造科技创新和人 才高地。哈电集团将大力提升创新能力,立足更好发挥科技创新主体作用,加快研制出更多可靠、可 控、可视、智能、灵活、高效的电力装备,以实际行动推动新型电力系统原创性、引领性、颠覆性技术 创新。 三是聚焦厚植高质量发展的绿色底色,以加快产业转型升级服务现代化产业体系建设。哈电集团坚持把 绿色低碳作为企业发展的鲜明底色,构建起以新型电力系统为主体的产业布局。大力发展新型储能、光 热、氢能等新能源产业,战略性新兴产业营业收入占 ...
财新周刊-第37期2025
2025-09-24 09:35
本文由第三方AI基于财新文章 [https://a.caixin.com/2yc4VU5d](https://a.caixin.com/2yc4VU5d)提炼总结而成,可能与原文真实意图存在偏差。不代表财新观点和立场。推荐点击链接阅读原文细致比对和校验 Summary of Key Points Industry Overview - The focus is on China's energy transition during the "14th Five-Year Plan" (2021-2025) and the upcoming "15th Five-Year Plan" (2026-2030), which is critical for achieving the carbon peak and neutrality goals [5][7][14] - The energy sector is identified as the main battleground for achieving the "dual carbon" goals, with over 70% of carbon emissions originating from this sector [14][26] Core Insights and Arguments - The Chinese government is committed to a green and low-carbon transition, emphasizing the importance of energy security, green development, and technological innovation [6][7] - The transition period is seen as a strategic opportunity for the energy industry, with expectations for significant growth in renewable energy installations, particularly wind and solar power [21][24] - By 2024, the share of clean energy consumption in China's energy structure is projected to increase significantly, with coal consumption expected to decline [10][13] - The energy consumption is expected to grow, with projections indicating a total energy consumption of 7.1-7.2 billion tons of standard coal by 2035, representing a 20% increase from current levels [17][26] Important but Overlooked Content - The transition to a low-carbon energy structure is accelerating, with coal's role shifting from being the primary energy source to a supporting role in energy security and peak load management [18][19] - The market for renewable energy is expected to expand, with annual new installations of wind and solar power projected to exceed 200 million kilowatts during the "15th Five-Year Plan" [21] - The need for improved grid infrastructure and flexibility to accommodate the increasing share of renewable energy is highlighted, as current grid capabilities are insufficient to handle the variability of renewable sources [29][30] - The importance of market mechanisms in energy pricing and consumption is emphasized, with a call for reforms to enhance the efficiency and effectiveness of the energy market [27][30][31] Data Highlights - Clean energy consumption's share increased by 10.7 percentage points to 28.6% over the past decade, while coal's share decreased by 10.8 percentage points to 53.2% by 2024 [10][13] - By 2024, the installed capacity of wind and solar power is expected to surpass that of coal power for the first time, necessitating improvements in grid integration capabilities [24][25] - The investment in clean energy projects reached $625 billion in 2024, accounting for one-third of global clean energy investments, nearly doubling from a decade ago [20]
刚刚,利好来了!
中国基金报· 2025-09-24 08:57
【导读】六部门联合印发《建材行业稳增长工作方案(2025—2026年)》 中国基金报记者 李智 事关建材行业,重磅文件来了! 9月24日,工业和信息化部、自然资源部、生态环境部、住房城乡建设部、水利部、农业农村 部联合印发《建材行业稳增长工作方案(2025—2026年)》(以下简称《方案》)。 | 发文机关: 工业和信息化部 自然资源部 生态环境部 住房域乡建设部 水利部 农业农村部 | | | --- | --- | | 标 ■ 题:工业和信息化部 自然资源部 生态环境部 住房域乡建设部 水利部 农业农村部关于印发《建材行业稳增长工作方案(2025—2026年)》的通知 | | | 发文字号: 工信部联原〔2025〕185号 | | | 成文日期: 2025-08-25 | 发布日期: 2025-09-24 | | 发布机构:工业和信息化部 | 分 类: 原材料工业管理,产业政策 | 《方案》明确,2025—2026年,建材行业恢复向好,盈利水平有效提升,产业科技创新能力 不断增强,绿色建材、先进无机非金属材料产业规模持续增长,其中,2026年绿色建材营业 收入超过3000亿元,绿色低碳和数字化发展水平明显 ...
海口国家高新区打造零碳园区,凳子上可无线充电丨活力中国调研行
(原标题:海口国家高新区打造零碳园区,凳子上可无线充电丨活力中国调研行) 据海南经济特区东湖高新投资有限公司总经理郑玉华介绍,园区把绿色低碳理念融入到建造和运营中, 做到全生命周期节碳,节约企业出口的"碳关税"。建成后,清洁能源将达到总能耗的20%左右,同时与 大唐集团合作,实现园区的整体绿色低碳。 21世纪经济报道见习记者张旭 海口报道 9月24日,记者跟随"活力中国调研行"海南主题采访活动来到海口国家高新区。园区内,记者看到,雨 水回收设施在装点园区的同时,还能节约用水。此外,园区内光伏等清洁能源随处可见,尤其是光伏地 砖白天经过照射,夜晚驱动灯管发亮,路灯也由光伏供能。园区内,开采出的岩石被做成凳子的一部 分,部分凳子还用上了太阳能,休息时可以将手机放置在无线充电器上补能。 ...
海口国家高新区打造零碳园区,凳子上可无线充电
Core Viewpoint - The article highlights the integration of green and low-carbon concepts in the construction and operation of the Haikou National High-tech Zone, showcasing innovative energy solutions and sustainable practices [1] Group 1: Green Initiatives - The Haikou National High-tech Zone incorporates rainwater recycling facilities to conserve water [1] - The park features widespread use of clean energy, particularly solar power, with solar tiles illuminating streetlights at night [1] - The park aims to achieve approximately 20% of its total energy consumption from clean energy sources after completion [1] Group 2: Economic Impact - The integration of green low-carbon principles is expected to reduce carbon tariffs for exporting companies [1] - The collaboration with Datang Group is intended to enhance the overall green and low-carbon performance of the park [1] Group 3: Innovative Design - Some benches in the park are made from extracted rocks, and certain benches are equipped with solar-powered wireless chargers for mobile devices [1]