零碳园区

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从千万元到千亿元:零碳工厂投资背后的成本逻辑与产业阵痛|ESG新引擎
Hua Xia Shi Bao· 2025-06-12 22:48
Core Viewpoint - The concept of "zero-carbon parks" has gained momentum since its introduction at the Central Economic Work Conference at the end of 2024, leading to various regions in China, such as Guangxi, Yunnan, and Fujian, incorporating zero-carbon park construction into their government work reports [4] Group 1: Zero-Carbon Park and Factory Development - Multiple regions are initiating the construction of zero-carbon parks, with Wuxi launching a three-year action plan for zero-carbon park development [2] - The construction of zero-carbon factories is seen as essential for industrial green transformation and a new engine for high-quality development [2][3] - As of the end of 2024, China has established 6,429 national-level green factories and 491 green industrial parks, promoting over 16,000 provincial and municipal green factories [3] Group 2: Cost and Technical Challenges - The cost of zero-carbon factories is influenced by various factors, including initial investment in renewable energy facilities and new technologies like carbon capture and storage (CCS) [5] - Investment in small to medium-sized zero-carbon factories can range from tens of millions to billions, while large-scale zero-carbon industrial parks can reach hundreds of billions or even trillions [5] - There are significant barriers between zero-carbon technology suppliers and factory owners, leading to low efficiency in technology matching and difficulties in commercial cooperation [5] Group 3: Standardization and Policy Support - The lack of unified industry standards poses a challenge for the widespread adoption of zero-carbon initiatives, resulting in inefficient procurement and integration processes [6] - Companies often lack systematic zero-carbon construction plans, leading to a "trial and error" cycle that increases costs and resource consumption [6] - There is a need for authoritative technical guidance and clearer policy understanding to facilitate the transition to zero-carbon factories [7] Group 4: Collaborative Efforts and Future Initiatives - The FCE2025 China Factory Exhibition, scheduled for September 15-17, 2025, aims to promote green manufacturing and industrial low-carbon upgrades through various activities [7] - The construction of green and zero-carbon factories should involve collaboration across the entire industry chain, emphasizing the importance of a platform for technical exchange and cooperation [7]
SNEC PV+ 2025 | 双良零碳智慧 链动共生价值
财富FORTUNE· 2025-06-12 13:03
Core Viewpoint - The article emphasizes the significance of the SNEC PV+ 2025 International Photovoltaic and Energy Storage Conference, showcasing the advancements in zero-carbon solutions and the role of dual-good in promoting sustainable energy practices globally [1][8]. Group 1: Event Overview - The SNEC PV+ 2025 conference in Shanghai featured over 3,600 companies from 95 countries, with international exhibitors making up 30% of the participants, highlighting its global influence in the photovoltaic industry [1]. - Dual-good presented its "zero-carbon wisdom symbiosis" concept, offering comprehensive solutions for zero-carbon parks, integrating manufacturing capabilities in photovoltaic, hydrogen, energy storage, and electricity utilization [1][2]. Group 2: Zero-Carbon Park Solutions - Dual-good's zero-carbon park solution includes a customized "light-hydrogen-storage" system, utilizing rooftop solar power for direct supply, green hydrogen production for industrial use, and large-scale liquid-cooled energy storage for grid peak shaving [2][5]. - The company has developed a carbon management platform for real-time monitoring of energy flow and carbon emissions, enhancing operational efficiency and energy savings [2][6]. Group 3: Technological Innovations - Dual-good's photovoltaic modules have a market share exceeding 65% in polysilicon reduction furnaces, with a production capacity of nearly 100GW for monocrystalline silicon wafers, ranking among the top three in the industry [4]. - The company has achieved significant certifications for its high-efficiency photovoltaic components, ensuring product quality and expanding its market presence in countries like South Korea, Italy, and Brazil [4]. Group 4: International Expansion and Recognition - Dual-good has established 11 global subsidiaries and offices, serving over 100 countries in various sectors, including photovoltaic, hydrogen, and CO2 storage, and has formed strategic partnerships with international companies [8]. - The company was recognized in the "Global New Energy ESG Top 100" and the 2025 Fortune China ESG Influence List, reflecting its commitment to sustainable development practices [8]. Group 5: Future Outlook - Dual-good aims to continuously optimize its zero-carbon park solutions and collaborate with global partners to build a sustainable zero-carbon ecosystem, contributing to global climate governance [9].
SNEC PV+ 2025|双良零碳智慧 链动共生价值
Zhong Guo Neng Yuan Wang· 2025-06-12 03:13
Core Insights - The SNEC PV+ 2025 International Photovoltaic and Energy Storage Conference in Shanghai showcased over 3,600 companies from 95 countries, highlighting its significance in the global photovoltaic industry [1] - The company presented its "Zero Carbon Smart Symbiosis" concept, emphasizing a comprehensive solution for zero-carbon parks that integrates manufacturing capabilities in photovoltaic, hydrogen, energy storage, and electricity utilization [1][2] - The development of zero-carbon parks is positioned as a key pathway for industrial carbon neutrality, with the potential for large-scale promotion and becoming a core competitive advantage for enterprises [1][4] Company Solutions - The company offers a customized "Light-Hydrogen-Storage" system for power generation, utilizing rooftop photovoltaic power for direct supply, green hydrogen production for industrial use, and large-scale liquid-cooled energy storage for grid peak regulation [1][5] - In energy efficiency, the company leverages over 40 years of experience in energy-saving technologies, employing green electricity devices and waste heat recovery to enhance energy utilization [1][5] - The company has developed a carbon management platform for real-time monitoring of energy flow and carbon emissions, enabling precise control and efficient management [1][6] Market Position and Recognition - The company has a leading position in the photovoltaic sector, with over 65% market share in polysilicon reduction furnaces and nearly 100 GW capacity in monocrystalline silicon wafers, ranking among the top three in the industry [4] - The company was recognized in the "PVBL2025 Global Photovoltaic Brand Value Top 20" and "PVBL2025 Global Photovoltaic Top 100" lists [4] - The company’s products have received multiple certifications and are sold in international markets, including South Korea, Italy, and Brazil, demonstrating strong global demand [4] Technological Innovations - The company’s centralized immersion liquid cooling system for energy storage achieves over 50% energy savings and maintains temperature control precision within ±0.2°C, enhancing battery safety and lifespan [5] - The company has established a 5 GW electrolyzer manufacturing base and developed the world's largest single hydrogen production alkaline electrolyzer, showcasing its technological advancements in green hydrogen production [5] - Continuous innovation in green electricity applications, including low-energy consumption products and waste heat recovery technologies, supports energy efficiency and carbon reduction [5] International Strategy - The company emphasizes internationalization as a strategic direction, establishing 11 global subsidiaries and offices, and serving over 100 countries in various fields including photovoltaic, hydrogen, and CO2 storage [8] - The company has formed strategic partnerships with international firms, enhancing its global presence and reputation [8] - Recognition in global ESG rankings underscores the company's commitment to sustainable development, which is increasingly becoming a standard for international business [8] Future Outlook - The company aims to optimize its zero-carbon park solutions and collaborate with global partners to build a sustainable zero-carbon ecosystem, contributing to global climate governance [9]
海上风电装机容量占全国五分之一盐城领跑“零碳”赛道闯新路
Xin Hua Ri Bao· 2025-06-09 23:49
Group 1 - Yancheng is a pioneer in green development, actively constructing zero-carbon parks to enhance its green development profile [1][2] - The city has a robust plan for zero-carbon industrial parks, focusing on clean energy substitution, resource recycling, and carbon capture [2][4] - Yancheng's renewable energy generation capacity reached 16.75 million kilowatts, with offshore wind power accounting for approximately 10% of global capacity and 20% of national capacity [2][4] Group 2 - Yancheng has attracted 47 wind power equipment enterprises, forming the largest offshore wind power industrial cluster in China, with production capacities of 40% and 20% of the national total for complete machines and blades, respectively [4][5] - The city is expanding into new energy sectors, including cold energy, green hydrogen, and green methanol, with projects aimed at integrating these technologies [4][5] - The development of the Guoxin Dafeng 850,000-kilowatt offshore wind power project marks a significant step in sustainable marine resource utilization [5] Group 3 - Yancheng is focused on innovation-driven development, establishing a carbon management platform and aligning with international green trade standards [6] - The city has released local standards for zero-carbon industrial parks and is advancing carbon footprint certification for photovoltaic products [6] - Yancheng is constructing a high-standard green low-carbon innovation park, aiming to create a matrix of high-energy innovation platforms [6][7]
内蒙古将高标准高质量建立一批国家级自治区级零碳园区
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-06-07 23:11
Core Viewpoint - The Inner Mongolia Autonomous Region is implementing a high-quality construction plan for zero-carbon parks to promote green and low-carbon development, focusing on resource endowment and industrial foundation [1][2]. Group 1: Goals and Objectives - The work plan outlines three phased goals: by 2025, initiate the selection of 20 zero-carbon parks; by 2027, establish several national and regional zero-carbon parks; and by 2030, achieve significant results in zero-carbon park construction, with more regional parks upgraded to national status [2]. Group 2: Key Work Areas - The work plan specifies three areas and ten key tasks: 1. Foundation building for zero-carbon parks, including initiating the selection process and developing construction plans [2]. 2. Conducting orderly construction of zero-carbon parks, focusing on power infrastructure investment and multi-field carbon reduction [2]. 3. Strengthening support for zero-carbon park construction through mechanisms for coordination and regular assessments [2]. Group 3: Coordination Mechanism - A coordination mechanism for zero-carbon park construction has been established, involving multiple departments to ensure the implementation of major tasks and promote innovation and practical exploration in the parks [3].
甘肃谋划新增特高压送出通道,输送能力将达4800万千瓦
Zhong Guo Dian Li Bao· 2025-06-03 02:57
Core Insights - Gansu Province aims to become a significant national hub for renewable energy and equipment manufacturing, with ambitious targets for installed capacity and production value by 2030 [1][2]. Group 1: Renewable Energy Capacity - As of April 2023, Gansu's installed renewable energy capacity reached 67.2 million kilowatts, accounting for 64.7% of the total installed capacity, ranking second in the country [1]. - By 2024, Gansu plans to generate 80.6 billion kilowatt-hours of renewable energy, which will represent 35.4% of the total power generation, also ranking second nationally [1]. - The province aims to increase its installed renewable energy capacity to 80 million kilowatts by the end of 2025 and to 160 million kilowatts by the end of 2030 [1]. Group 2: Economic Impact and Production Goals - The action plan targets a production value exceeding 100 billion yuan for renewable energy and equipment manufacturing by 2025, and over 200 billion yuan by 2030 [1]. - Gansu has significant wind and solar resources, with a potential wind energy capacity of 56 million kilowatts (fourth in the country) and solar energy capacity of 95 million kilowatts (fifth in the country) [1]. Group 3: Infrastructure and Market Development - Gansu is a key hub for the Northwest power grid and has four high-voltage direct current (HVDC) transmission lines, ranking second in the country for construction scale [3]. - The province plans to enhance its power transmission capacity, aiming for an annual power transmission of 32 million kilowatts and over 140 billion kilowatt-hours by the mid-point of the 14th Five-Year Plan [3]. - By 2030, Gansu aims to have six operational HVDC transmission lines with a total transmission capacity of 48 million kilowatts [3]. Group 4: Strategic Initiatives - Gansu will focus on improving energy consumption levels, developing zero-carbon parks, and integrating renewable energy projects [2]. - The province plans to cultivate a green hydrogen industry and expand international markets for green investments and technology exports [2].
高合汽车“复活”背后,重注新能源的“江苏肯尼亚”
Hu Xiu· 2025-05-27 13:17
Group 1 - High合汽车 is undergoing restructuring due to debt issues, but has received a significant investment of $1 billion from Lebanese startup EV Electra to establish a new company in Yancheng, with factory operations expected to resume soon [1][2] - EV Electra has committed to achieving no less than 100,000 overseas procurement orders or $3 billion in orders over the next three years [2] - The Yancheng Economic and Technological Development Zone has released an environmental impact report for the "Yueda Kia Intelligent Green Technology Upgrade Project," which involves a technical upgrade of the High合汽车 factory with a total investment of 17.96 million yuan, expected to be completed by October this year [5][6] Group 2 - After the upgrade, the factory's designed production capacity will reach 150,000 passenger vehicles annually, covering three models under High合汽车, with respective annual outputs of 37,500, 37,500, and 75,000 units [7] - Yueda Kia's domestic sales in 2023 were 166,000 units, with a factory utilization rate of only 25%, but overseas sales exceeded 80,000 units, accounting for 48% of total sales [19] - In 2024, Yueda Kia is projected to sell 248,000 new vehicles domestically and export 364,000 units, indicating a strong focus on international markets [21] Group 3 - The Yancheng region is becoming a significant hub for the new energy vehicle industry, with various manufacturers and suppliers establishing operations, including Yueda Kia and other related companies [47][48] - The local battery and energy storage industry has reached a production capacity of 55 GWh, with ongoing projects expected to increase this to 180 GWh, making it the second-largest capacity in the country [54] - Notable investments in the region include projects from major players like BYD and SK Innovation, contributing to a robust supply chain for the new energy sector [56][57]
国家气候战略中心战略规划部主任柴麒敏:顺应产业碳中和变革趋势,持续加强零碳园区建设
2 1 Shi Ji Jing Ji Bao Dao· 2025-05-25 10:07
近年来,中国正积极推进零碳园区和近零碳试点建设,通过"先行先试"推动传统与新兴产业的绿色转型。柴麒敏表示,"十二五"以来,国家持续加大力度, 目前已有20多个省份围绕高碳排、高强度产业体系开展零碳工厂、零碳园区等示范项目。 21世纪经济报道记者雷椰 实习生刘宇博 北京报道 5月22日,由中国造纸协会、中国造纸学会指导,全球浆纸巨头金光集团APP(中国)携手南方财经全媒体集团主办,21世纪经济报道承办的"2025中国纸业 可持续发展论坛"在北京正大中心盛大启幕。 国家气候战略中心战略规划部主任、研究员柴麒敏在2025中国纸业可持续发展论坛上表示,在产业碳中和变革趋势下,零碳园区的建设需加强政策引导,鼓 励先行先试,充分发挥市场机制作用,出台配套措施,强化绿色基础设施和能力建设,并推动国际合作交流,共同推动产业转型提质增效。 对此,柴麒敏提出了以下建议:一是加强政策引导,出台文件及配套的建设指南、评价标准,明确开展零碳园区建设的总体思路、重点任务和制度机制创新 方向;二是鼓励先行先试,推动重点领域行业示范建设;三是加强能力建设,针对国内外在探索推动零碳园区、零碳工厂建设面临的常见问题以及存在的认 识误区加强培训; ...
迈向工业领域碳中和,零碳园区如何引领绿色低碳发展?
第一财经· 2025-05-23 11:51
国务院印发的《2030年前碳达峰行动方案》明确,要加大中央对地方推进碳达峰的支持力度,选择 100个具有典型代表性的城市和园区开展碳达峰试点建设。目前,零碳园区的建设发展正在提速。 2024年中央经济工作会议首次提出"建立一批零碳园区",2025年政府工作报告明确提出"建立一批零 碳园区、零碳工厂"。多部委密集出台政策,推动园区能源清洁化、产业绿色化、管理智慧化协同发 展。 全面提升零碳园区标准化水平、加快构建国际互认的评价体系,也成为目前行业内正在全力推进的重 要议题。此次《指南》的发布,是行业内各方携手合作、推进零碳园区标准化的重要标杆,未来还将 围绕不同领域和行业进行系列行动计划。活动现场,施耐德电气、上海交通大学环境社会治理研究 院、上海第一财经传媒有限公司携手共同启动了《零碳园区可持续影响力行业报告》(下称《报 告》)的编制工作,以及"零碳园区调研走访及高端沙龙"等系列行动计划。该行动计划将首先以"制 造业+泛建筑行业"案例调研为基础开展,旨在提供深入行业的实践经验参考。 在全球气候变化加剧与资源环境约束趋紧的背景下,构建零废零碳工业园区已成为实现"双碳"目标、 推动产业绿色低碳转型的关键路径。 5 ...
数字孪生优化零碳园区能源配置
Sou Hu Cai Jing· 2025-05-15 05:30
园区能源系统面临可再生能源波动性大、多能互补协同性差、碳排放动态监测难等挑战。数字孪生技术 通过构建物理世界与虚拟空间的实时映射,为零碳园区能源配置优化提供了全生命周期解决方案,推动 园区从"被动响应"向"主动创碳"跃迁。 数字孪生技术的核心价值在于其"预测-优化-闭环"能力。在规划阶段,通过三维建模与气象数据融合, 可模拟不同建筑朝向、光伏布局下的发电效率,某园区通过该技术将光伏板布局优化后,年发电量提升 18%。在运营阶段,依托物联网传感器实时采集设备状态、环境参数,数字孪生平台能精准预测能源需 求峰值。例如,某生态园在夏季用电高峰期,通过数字孪生模型提前15分钟预判负荷增长,自动启动储 能系统释放电能,避免电网过载风险。更关键的是,该技术可量化不同减排策略的经济效益。某园区模 拟碳交易市场机制后,发现通过调整储能充放电策略,每年可增加碳资产收益超200万元。 在能源生产端,数字孪生技术破解了可再生能源"靠天吃饭"的难题。通过整合风速、光照、温度等多元 数据,平台可构建风光发电功率预测模型,某风电场应用后预测准确率提升至92%,弃风率下降至3% 以下。在能源传输环节,泛能网技术结合数字孪生,实现电、热、冷 ...