2025年12月7日，1915巴拿马太平洋国际博览会2026（美国展）发布会暨全球跨境出海与碳中和高峰论坛在北京梧桐会客厅圆满落幕。作为本次盛会的承办 地东道主，同时获任"1915 巴拿马太平洋国际博览会・房地产行业评审委员会（中国区）执行主席"的谢本明，在会后接受了媒体专题专访。从房地产开发 到有机餐饮创新，再到打造新型商务文化空间，这位跨界企业家的创业轨迹始终围绕"人的需求升级"展开；而新的国际职务，更让他肩负起推动中国企业出 海与绿色发展的时代使命。 图：梧桐会客厅总策划谢本明 三次跨界：以用户价值为锚点的生活方式探索 "企业家的价值不止于商业成功，更在于持续创造社会价值。"谈及横跨房地产、有机餐饮、商务空间三大领域的创业历程，谢本明的核心逻辑清晰而坚定。 其一，坚持用户价值优先。"无论是房地产项目、有机餐厅还是商务空间，都要真正解决使用者的痛点，而非表面文章。"这种以需求为导向的思维，让他的 每个项目都能精准击中市场空白。 上世纪城市化浪潮中，他敏锐捕捉到优质人居需求的缺口，投身房地产行业。"建房不只是盖居所，更是构建家庭生活方式的载体。"这份初心让他在行业中 率先探索新模式，斩获多项专业奖项并受邀担 ...

Core Insights - The global offshore wind power industry is accelerating, with a cumulative installed capacity expected to reach 83.2 GW by the end of 2024, providing clean electricity to over 73 million households. Floating wind power installations have reached 27.8 MW across seven countries. China continues to lead, with a cumulative grid-connected capacity of 44.61 million kW by September 2025, accounting for half of the global new installations in 2024 [1][10][11]. Market Overview - Offshore wind power is increasingly recognized as a clean energy source with significant growth potential, becoming a focal point for many countries. Despite a temporary slowdown in new installations in 2024 due to supply chain and policy adjustments, the industry shows strong long-term growth resilience, with a cumulative installed capacity increase of 12% year-on-year [23][24]. - In 2024, global offshore wind power installations totaled 8 GW, a 26% decrease from 2023, with China leading at approximately 4 GW, followed by the UK with 1.2 GW [23][24]. Industry Chain Development - The global offshore wind power supply chain is evolving from a single manufacturing focus to an integrated system encompassing development, manufacturing, construction, and operation. Key components include turbines, towers, and subsea cables, but regional imbalances persist, with Asia primarily supplying equipment while Europe and North America lead in technology development [33][34]. - The supply chain faces challenges such as financing difficulties, slow policy approvals, and instability in the supply of key materials and high-end talent. By 2030, many countries outside China will encounter bottlenecks in their supply chains, particularly in Latin America, where onshore wind capacity is limited and offshore projects are virtually non-existent [33][34][49]. Latin America Development - Latin America has abundant wind energy resources, with a cumulative installed capacity of 25 GW for onshore wind, predominantly in Brazil. However, the region's offshore wind supply chain is almost non-existent, facing significant challenges such as weak local manufacturing and insufficient infrastructure [49][50]. - The region's offshore wind projects are in the early planning stages, with countries like Colombia, Brazil, and Chile exploring integration with green hydrogen strategies. The first demonstration projects are expected to start before 2030 [52][53]. Future Outlook - The global offshore wind market is projected to add over 350 GW of new installations from 2025 to 2034, with floating wind power expected to achieve large-scale development by 2030. China's target for offshore wind capacity is set at 150 GW by 2030, with a continuous decline in the cost of electricity generation [2][10]. - The industry is expected to evolve towards deep-sea, intelligent, and integrated development, with the "offshore wind +" model creating a new energy ecosystem. China is anticipated to play a leading role in promoting global supply chain cooperation and sustainable development [2][10].

Core Points - The stock price of New Zhonggang has decreased by 2.00% as of December 11, trading at 8.80 CNY per share with a total market capitalization of 3.525 billion CNY [1] - The company has experienced a year-to-date stock price increase of 33.13%, but has seen declines of 2.00% over the last five trading days, 8.52% over the last 20 days, and 2.98% over the last 60 days [1] - New Zhonggang has been on the trading leaderboard nine times this year, with the most recent instance on July 17, where it recorded a net buy of -51.2672 million CNY [1] Company Overview - Zhejiang New Zhonggang Thermal Power Co., Ltd. was established on October 17, 1997, and went public on July 7, 2021 [1] - The company primarily engages in the production and supply of thermal and electric power through cogeneration, with revenue composition of 95.17% from cogeneration, 4.73% from energy storage, and 0.10% from other sources [1] - New Zhonggang is classified under the public utility sector, specifically in electricity and thermal services, and is associated with concepts such as small-cap, carbon neutrality, energy storage, QFII holdings, and share buybacks [1] Financial Performance - As of September 30, the number of shareholders for New Zhonggang increased by 12.16% to 22,900, while the average circulating shares per person decreased by 10.83% to 17,497 shares [2] - For the period from January to September 2025, New Zhonggang reported operating revenue of 529 million CNY, a year-on-year decrease of 18.48%, while net profit attributable to shareholders increased by 2.51% to 91.8345 million CNY [2] - Since its A-share listing, New Zhonggang has distributed a total of 344 million CNY in dividends, with 204 million CNY distributed over the past three years [3]

Core Viewpoint - The renewable energy sector is experiencing significant growth, with various sub-sectors such as energy storage, controllable nuclear fusion, ultra-high voltage, and photovoltaic equipment showing strong performance in the market [1][3][5]. Renewable Energy Sector - Renewable energy concept stocks surged in the morning session, particularly in wind power equipment, which led the gains with the sector index rising over 3% [3]. - Major companies like Goldwind Technology and others saw substantial increases, with Goldwind hitting the daily limit [3][5]. - The global wind energy council predicts that by 2030, the global wind power installed capacity is expected to reach 981 GW, with an annual addition of 164 GW, reflecting a compound annual growth rate of 8.8% [7]. Photovoltaic and Energy Storage - The International Energy Agency states that by 2030, new photovoltaic installations will account for 70% of all new power sources, driven by declining costs and emerging markets [8]. - In the first three quarters of 2025, domestic energy storage installations in China reached 31.77 GW/85.11 GWh, maintaining a high growth rate with a year-on-year increase of 19.3% in power and 28.41% in capacity [8]. - The market for energy storage is expected to exceed expectations, with significant orders being signed for large-scale storage projects [8]. Precious Metals Sector - Precious metal stocks opened strongly, with the sector index rising over 3% in the morning [9]. - The international silver price has recently surged, with the London silver spot price exceeding $62 per ounce, marking a historical high and a year-to-date increase of over 114% [9]. - The World Silver Association highlights the growing demand for silver in digitalization and artificial intelligence applications, as well as in solar energy and electric vehicles, indicating its critical role in high-growth industries [9].

Group 1 - The extension of the tariff exemption for key photovoltaic equipment from the US for one year provides a crucial buffer for Chinese photovoltaic companies to maintain exports to the US [1] - In the power equipment sector, the planned construction of the Panzhixi High Voltage project is expected to start next year with a total investment of 23.1 billion yuan [1] - The Gansu-Zhejiang ±800kV UHV transmission project has made significant progress, expected to deliver over 36 billion kilowatt-hours of electricity annually to Zhejiang, with over 50% from renewable sources [1] Group 2 - Chinese wind power companies are enhancing their global competitiveness, with China Power Construction's wind turbine framework bidding volume expected to increase by 40% year-on-year by 2026, indicating optimistic expectations for wind power installations [1] - The energy storage sector is poised for development opportunities, with a slight decrease in the average price of domestic energy storage systems in November, and independent energy storage accounting for nearly 90% [1] - The inclusion of energy storage facilities in the REITs framework is expected to alleviate financing bottlenecks [1] Group 3 - In the hydrogen energy sector, the National Energy Group's 373 million liquid hydrogen project has been approved for construction, and the energy bureau has announced the first batch of 41 hydrogen energy pilot projects, accelerating industry development [1] - The Carbon Neutrality 50 ETF (159861) tracks the Environmental Protection 50 Index (930614), which selects 50 representative listed companies in environmental protection and clean energy sectors from the Shanghai and Shenzhen markets [1] - The index aims to reflect the overall performance and development trends of listed companies in China's environmental protection industry, focusing on the growth potential and technological innovation capabilities of constituent companies [1]

2024年3月，沙特财政部发布了一项绿色金融框架，列出了八类可通过绿色债券发行融资的项目。这些 项目涵盖了支持清洁交通、可再生能源、适应气候变化等各项举措。沙特资本市场管理局（CMA）今 年发布了绿色和可持续债券发行规则指南，并在沙特证券交易所（Tadawul）建立了碳信用额数字交易 平台。2022年10月，沙特公共投资基金（PIF）发行了首批绿色债券，分三期发行，其中一期期限为100 年，共吸引认购180亿美元。 法利赫指出，沙特在减少碳排放方面取得的进展速度超过了预期目标，正朝着2060年实现碳中和的目标 迈进。为了实现这一目标，沙特将在2030年前或之后不久投资约1万亿美元用于基础设施建设，其中近 一半的资金将由私营部门承担。 经济报12月9日报道，沙特投资大臣法利赫表示，今年沙特绿色投资和可持续金融发行额已达120亿美 元。沙特已占据中东绿色金融市场三分之二的份额。 ...

来源：科技日报 科技日报记者 马爱平 记者10日从中国绿化基金会全民义务植树官网获悉，截至目前，作为中国石油"绿色碳中和行动"重要组 成部分的"我为碳中和种棵树"公益活动线上募集资金总额超5750万元，该活动已连续三年位居全民义务 植树网络募资额度与参与人数双第一。 据悉，该公益活动是由中国石油与中国绿化基金会共同发起，于2022年3月在全民义务植树网上线。募 集的公益资金用于集中建设碳汇林或碳中和林，也用于中国石油开展生物多样性保护、林草碳汇相关课 题研究、自然科普教育等。 据介绍，该公益活动已在大庆、塔里木等油田建成5座绿色共享小屋，系统开展生物多样性科普教育， 并探索出"保护地+共享小屋+综合监测+志愿服务队"的生物多样性保护新模式。其中，共享小屋集科研 展示、科普互动、标本陈列与花艺鉴赏于一体，设有微观生态模拟、本土动植物标本、油田花卉苗木、 野生动植物等多功能展示区，并引入人造鸟巢、昆虫旅馆等生态友好设施。同时，组建9支共135人的志 愿服务队，负责小屋科普讲解和保护地巡查工作。 截至2025年，该公益活动已建成大庆会战林、石油摇篮林等多个造林基地，总面积约5400亩。在大庆油 田老虎山、果午湖及华 ...

"铜等新资源矿产，是当代的'软黄金'，在新能源汽车、半导体芯片、国防科技等领域，不可替代、不 可或缺。"长期从事铜等战略性矿产找矿研究的中国工程院院士唐菊兴说。 近期，国际铜价持续刷新历史高位，伦敦金属交易所(LME)铜期货价格年内累计涨幅超30%。与此同 时，全球铜库存告急，LME可用库存一度跌破10万吨关键水平，引发市场对"铜荒"的担忧。 被称为"新石油"的铜，价格缘何大涨?其战略价值几何?供需矛盾如何缓解?围绕这些热点，科技日报记 者采访了相关专家。 第一问：产业转型期缘何铜"不可替代"? 铜的重要性，源于其独特的物理特性与全球产业变革的深度绑定，并成为清洁能源、数字经济、高端制 造领域的刚需资源。 实际上，全球铜矿资源丰富，但分布极不均衡。 "全球约有558座运营铜矿山，2025年总产能约2930万吨;2024年全球铜矿含铜产量达到2291万吨，同比 增长2.3%。"中国有色金属工业协会副秘书长兼重金属部主任段绍甫介绍，2025年1至9月，全球铜矿产 量继续增长，部分新建项目逐步进入产能释放期。 但与此同时，全球多数优质矿山服务年限超过50年，资源禀赋、开采难度不断提升。全球铜矿品位由 2005年的1 ...

Core Insights - Recent international copper prices have reached historical highs, with LME copper futures showing a year-to-date increase of over 30%. Concerns about a "copper shortage" have arisen as global copper inventories have fallen below the critical level of 100,000 tons [1] Group 1: Importance of Copper - Copper is deemed "irreplaceable" during the industrial transformation due to its unique physical properties and its essential role in clean energy, digital economy, and high-end manufacturing [2] - The International Energy Agency's report indicates that each megawatt of onshore wind power requires 3-5 tons of copper, while solar projects need 4-5 tons. A pure electric vehicle uses about 80 kg of copper, which is 4-5 times that of traditional fuel vehicles [2] - The United Nations Conference on Trade and Development has classified copper as a "new strategic raw material," highlighting its critical role in various foundational sectors [2] Group 2: Supply and Demand Dynamics - There are approximately 558 operational copper mines globally, with a projected total capacity of 29.3 million tons by 2025. The global copper mine output is expected to reach 22.91 million tons in 2024, a year-on-year increase of 2.3% [4] - Despite the abundance of copper resources, the quality and accessibility of these resources are declining, with the average copper grade dropping from 1.3% in 2005 to 0.65% currently [4] - The International Energy Agency predicts a 2.5% increase in global copper consumption by 2026, with a projected supply gap of 30% by 2035, indicating a long-term supply-demand imbalance [4] Group 3: Technological Innovations in Copper Industry - Strategic emerging industries are becoming the main growth areas for copper consumption, with an expected consumption of 15.4 million tons in China by 2025, reflecting a growth rate of about 3% [5] - Chinese copper companies are focusing on technological breakthroughs, resource security, and recycling to address supply challenges, with initiatives supported by research and enterprise practices [6] - The implementation of "smart mining" through 5G and IoT technologies is expected to enhance mining efficiency by 20% and reduce energy consumption by 15% [6]

Group 1 - The wind power industry maintains a high level of prosperity, with expectations for wind turbine and component sales to rebound in profitability due to rising bidding prices and increased demand for domestic and overseas installations [1][3][28] - The average bidding price for onshore wind turbines increased by 6.86% year-on-year to 1618 RMB/kW, while the average price including towers rose by 9.78% to 2096 RMB/kW, indicating a recovery in sales profitability for turbine manufacturers [1][41] - Domestic wind turbine shipments are expected to exceed expectations in 2026, with a significant increase in bidding and approval volumes for wind projects, indicating strong future demand [1][30][39] Group 2 - The domestic offshore wind projects are progressing smoothly, with significant growth potential in deep-sea wind energy, supported by favorable policies and planning in regions like Zhejiang, Shanghai, and Guangdong [2][3] - The European offshore wind market is projected to add 8.40 GW of new installations in 2026, highlighting the potential for export opportunities in multiple segments of offshore wind energy [2][3] - The report identifies two main investment themes: (1) the recovery of wind turbine profitability and the potential for increased installation demand, and (2) the synchronized growth of domestic and international offshore wind demand, suggesting investment opportunities in related sectors such as submarine cables and foundation piles [3][28][29] Group 3 - The report emphasizes the importance of focusing on wind turbine manufacturers and components, recommending companies like Goldwind Technology, Mingyang Smart Energy, and Sany Heavy Energy for investment [3][29] - The offshore wind sector is expected to see significant growth, with recommendations for companies involved in submarine cables and foundation piles, such as Dongfang Cable and Zhongtian Technology [3][29] - The overall valuation of the power equipment industry is expected to grow in 2025, with the wind power sector presenting substantial investment opportunities due to favorable market conditions and increasing demand [28][15]