零碳园区

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首个零碳产业园国家标准预计于今年审查报批
news flash· 2025-05-15 03:59
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"。 标准涵盖零碳产业园区的园区分类、总则、园区系统建设和园区分类建设等,适用于指导园区开展零碳 建设工作。作为首个零碳园区国家标准,该标准的制定对推动园区绿色低碳转型具有重要的里程碑意 义,将为我国零碳园区建设提供范本和指导,并为后续向海外输出可复制的先进实践打造"中国样本"。 5月15日,智通财经获悉,由中国标准化研究院、清华大学、远景科技集团等单位共同发起的《零碳产 业园区建设导则》正在研制,预计将于今年审查报批。 ...
“能”见首席|对话远景科技集团CSO孙捷:零碳园区建设应有标准 AI赋能电力市场交易革新
2 1 Shi Ji Jing Ji Bao Dao· 2025-05-12 09:45
在发布《2025零碳行动报告》之时,远景科技集团(下称远景)宣布自2022年起连续第三年实现运营碳 中和。在这份报告中,该集团称将在2028年达成核心供应链100%使用绿电的目标。 "从策略上,我们要跟供应链合作方达成战略一致性,包括给他们提供相应的数字化工具去跟踪、计 算、管理碳排放,要授之以渔。"远景科技集团首席可持续发展官(CSO)孙捷近日在接受21世纪经济 报道等媒体采访时认为,供应链减碳的关键在于理念的提升。"我们要帮助整个供应链认识到,减碳是 一件非常有意义且没有那么难的工作。" 眼下,全球范围内所掀起的能源转型和绿色低碳发展浪潮,正在重新构建人类与能源的共生关系。在此 背景下,诸多应用场景模式应运而生,例如零碳园区、零碳工厂。 2025年政府工作报告提出,要积极稳妥推进碳达峰碳中和,建设一批零碳园区、零碳工厂,聚焦能源开 发利用的全过程、全环节,来通过打造绿色环保的供给、互动节约的消费、低碳替代的基础设施建设、 智慧运营的服务保障等系统性实践,进一步促进绿色转型。 值得一提的是,远景作为零碳产业园的开创者,也正在进一步扩大其建设目标——未来十年,其将携手 合作伙伴在全球建设100个零碳产业园。 ...
江苏:零碳园区应配置新型储能,推动微电网与主网协同发展
中关村储能产业技术联盟· 2025-05-12 08:53
Core Viewpoint - The article discusses the "Zero Carbon Park Construction Guidelines" released by Jiangsu Development and Reform Commission, emphasizing the integration of new energy and storage technologies, digitalization, and intelligent management to achieve zero carbon emissions in industrial parks [1][10]. Group 1: Overall Principles - The construction of zero-carbon parks should focus on innovation and reform, balancing economic development with carbon reduction goals [16]. - Parks should implement systematic planning tailored to local conditions, gradually achieving zero-carbon targets [16]. Group 2: Construction Content - Energy efficiency management is crucial, requiring the use of energy-efficient equipment and the implementation of energy-saving upgrades in high-consumption industries [17][18]. - Parks should develop distributed renewable energy sources, such as solar and wind, and promote the use of new energy storage technologies [19][20]. - Infrastructure should be upgraded to meet green building standards, and facilities for electric and hydrogen vehicles should be established [21][22]. Group 3: Clean Production - The guidelines advocate for green production practices, including mandatory audits for high-energy-consuming enterprises and the promotion of clean production technologies [23][24]. - Encouragement of low-carbon product design and lifecycle management is emphasized to reduce carbon footprints [24]. Group 4: Resource Circulation - The guidelines stress the importance of optimizing spatial layouts for resource efficiency and promoting circular production processes among enterprises [25]. - Waste management and pollution control measures should be enhanced to minimize environmental impact [25]. Group 5: Performance Evaluation - A set of performance indicators is established to monitor the progress of zero-carbon park construction, including energy consumption, carbon emissions, and the adoption of renewable energy [30][31]. - The guidelines specify that key indicators must be met to ensure effective implementation of zero-carbon strategies [31].
工业供热“绿”变记:高温热泵将成为零碳园区的供热标配
Xin Jing Bao· 2025-05-09 07:11
Core Viewpoint - The industrial sector faces increasing carbon emission pressure under the "dual carbon" goals, with the heating systems in industrial parks being a critical area for achieving low-carbon transformation, particularly in zero-carbon parks [1] Group 1: High-Temperature Heat Pump Technology - High-temperature heat pump technology is emerging as a core solution for industrial zero-carbon heating due to its energy-saving, environmental, and electrification advantages [1][2] - The current challenge for industrial parks is achieving decarbonization in the heating segment, which is heavily reliant on fossil fuels, while other areas like lighting and air conditioning have already been electrified [2][3] - High-temperature heat pumps can meet temperature demands ranging from 40°C to 200°C, addressing the widespread low-temperature heating needs in various industries such as food processing and textile dyeing [2][3] Group 2: Energy Efficiency and Economic Viability - High-temperature heat pumps operate with a coefficient of performance (COP) of 3 to 6, meaning they can produce 3 to 6 times the heat energy for every unit of electricity consumed, significantly outperforming traditional coal-fired boilers [3][4] - Although the initial investment for high-temperature heat pumps is 5 to 10 times that of traditional boilers, their operational costs are only one-third to one-fifth of conventional heating methods, leading to long-term economic benefits [4][6] - Successful case studies, such as those in the brewing and petrochemical industries, demonstrate substantial cost savings and carbon emission reductions, with one example showing annual savings of over 40 million yuan and a reduction of 79,530 tons of CO2 emissions [6] Group 3: Market Development and Future Outlook - The current application of high-temperature heat pumps in industrial parks is less than 1%, primarily due to high initial investments and integration challenges [6] - The market is expected to mature with the increase of demonstration projects, and sales of high-temperature heat pumps are projected to reach 17,000 units by 2030 and 156,000 units by 2060 [7] - The transition from coal-based heating to green electricity heating marks a significant shift in industrial heating practices, supported by ongoing technological advancements and policy backing [7]
中山公用:5月8日召开业绩说明会,投资者参与
Sou Hu Cai Jing· 2025-05-09 02:16
Core Viewpoint - Company is focusing on integrating its three main business segments: environmental water services, solid waste treatment, and renewable energy, to create a synergistic ecosystem that enhances operational efficiency and competitive advantage [2][3]. Business Layout and Synergy - The company has developed a comprehensive service system through deep integration of its three main sectors, achieving a unified management process from planning to operation in the water services segment, and creating a resource recycling loop in the solid waste segment [2]. - The renewable energy segment is leveraging distributed photovoltaic systems and capital operations to support technology transformation and project implementation [2]. Business Growth and Market Expansion - The company reported revenue growth across all three main segments: water services increased by 7.43%, solid waste treatment by 32.00%, and renewable energy by 77.13% year-on-year [3]. - Future plans include enhancing the water supply safety system, upgrading supply networks, and expanding industrial wastewater treatment projects to solidify local market dominance [3]. - The solid waste segment aims to deepen industry integration and expand into emerging industrial waste services [3]. - The renewable energy segment will focus on integrated energy solutions and the development of zero-carbon industrial parks [3]. Profit Growth Drivers - Future profit growth is expected from improved operational efficiency in the water services segment, expansion into industrial wastewater treatment, and enhanced competitiveness in urban environmental services [5]. - The solid waste segment will focus on strengthening business collaboration and expanding into new service areas [5]. - The renewable energy segment aims to establish a comprehensive energy service industry that includes power trading and carbon trading [5]. Value Management and Shareholder Returns - The company emphasizes value management and shareholder returns by enhancing operational quality and implementing a special dividend plan, distributing cash dividends of 514 million yuan [6]. - Governance improvements and investor relations management are also prioritized to enhance decision-making and market value recognition [6]. ESG Initiatives - The company has actively engaged in ESG initiatives, focusing on environmental responsibility and sustainable practices across its business segments, earning recognition in various ESG rankings [8]. Financial Performance - In Q1 2025, the company reported a main revenue of 977 million yuan, a year-on-year increase of 8.25%, and a net profit of 305 million yuan, up 62.19% [8]. - The company’s debt ratio stands at 49.3%, with investment income of 283 million yuan and a gross margin of 20.89% [8].
22MW!铁建重工长沙园区光伏项目如期并网,铁建发展点亮零碳园区新图景
Chang Sha Wan Bao· 2025-04-29 13:27
Core Viewpoint - The successful grid connection of the distributed photovoltaic project at the Changsha Industrial Park marks a significant achievement for China Railway Construction Development Group in promoting the national "dual carbon" strategy and advancing zero-carbon park construction [1][2] Group 1: Project Overview - The photovoltaic project has an installed capacity of 22 MW and operates under the "self-use, surplus electricity online" model, contributing to the green energy supply for the park [1] - The project was completed ahead of the April 30 deadline set by the National Energy Administration, which allows smaller projects to maintain the surplus electricity online model [1][2] Group 2: Technical and Operational Aspects - The project utilized self-developed basalt brackets, which are lightweight, high-strength, and corrosion-resistant, enhancing the stability and safety of the photovoltaic system while significantly reducing installation time [2] - The construction team worked around the clock to overcome challenges, demonstrating the "China Railway Construction speed" [2] Group 3: Environmental Impact and Future Plans - The project is expected to deliver 20 million kWh of green electricity annually, reducing reliance on traditional energy sources and achieving a reduction of 6,200 tons of standard coal and 16,000 tons of carbon dioxide emissions each year [2] - The use of green electricity will help the company's products meet international carbon emission standards, enhancing its competitiveness in the global market [2] - The successful grid connection signifies a major breakthrough for China Railway Construction Development Group in the distributed energy sector, with plans to continue investing in and developing new energy projects [2]
股市必读:南山控股(002314)4月11日董秘有最新回复
Sou Hu Cai Jing· 2025-04-13 18:54
投资者: 贵公司是否受益于国内内循环政策? 董秘最新回复 董秘: 感谢您对公司的关注。近期,国家出台一系列刺激消费的政策,旨在推动经济增长和提升内 需,也为公司业务发展创造了有利的外部环境。公司将持续关注相关政策后续的落地情况,根据下游市 场需求变化相应调整经营策略与目标。 投资者: 贵公司业绩是否受益于内循环和内需政策? 截至2025年4月11日收盘,南山控股(002314)报收于2.21元,上涨0.0%,换手率1.73%,成交量23.17万 手,成交额5128.11万元。 董秘: 感谢您对公司的关注。近期,国家出台一系列刺激消费的政策,旨在推动经济增长和提升内 需,也为公司业务发展创造了有利的外部环境。公司将持续关注相关政策后续的落地情况,根据下游市 场需求变化相应调整经营策略与目标。 投资者: 贵公司开展零碳园区建设,能否降本增效?能减少多少成本? 董秘: 感谢您对公司的关注。公司持续推进绿色低碳转型,旗下宝湾物流持续打造"绿色、低碳、环 保、高效"智慧型物流园,多个智慧物流园区先后获得中国仓储与配送协会颁发的"一级绿色仓库"(最 高级)评定,首个零碳园区上海快仓项目获国际认证。此外,公司产城综合开发业 ...
华夏幸福与保碧新能源达成合作 共同拓展零碳园区业务
Zhong Guo Jing Ying Bao· 2025-04-04 22:26
Core Viewpoint - The collaboration between Huaxia Happiness, Baobi New Energy, and Xiaomai New Energy aims to expand the "industry + new energy" business in the Middle East, marking a deeper integration of the new energy sector with the real economy in China [1][6]. Group 1: Strategic Collaboration - The partnership focuses on leveraging the strengths of each party in asset creation, park operation, and new energy development to achieve efficient resource conversion [2]. - The agreement emphasizes a "investment attraction + park + new energy" model for deep collaboration, with Baobi New Energy leading in asset creation and smart energy management [2][3]. - Xiaomai New Energy, established by Huaxia Happiness, specializes in developing renewable energy assets and aims to create zero-carbon parks [3]. Group 2: Market Focus and Development - The three parties will prioritize domestic economic regions such as Beijing-Tianjin-Hebei, Guangdong-Hong Kong-Macao Greater Bay Area, and Yangtze River Delta for project development [4]. - The collaboration aims to develop standardized, large-scale, high-quality commercial distributed energy assets, contributing to the creation of a zero-carbon park ecosystem [4]. Group 3: Policy and Market Opportunities - The global new energy industry is experiencing explosive growth, with over 90% of new power generation capacity in China coming from renewable sources [5]. - The Saudi Vision 2030 plan aims to invest 1 trillion riyals (approximately 1.9 trillion yuan) to ensure that 50% of electricity comes from clean energy by 2030, presenting significant opportunities for Chinese companies [5]. - The collaboration seeks to integrate distributed solar and wind energy applications in domestic markets while exploring advanced models like energy storage and smart microgrids in overseas markets [5]. Group 4: Long-term Vision - The partnership is not limited to project development but also focuses on long-term strategies, including building a comprehensive energy carbon service ecosystem around parks [5]. - Xiaomai New Energy plans to offer full-chain services in carbon asset management and create replicable low-carbon models through green buildings and transportation [5].
固废AI+系列:固废+AIDC,打造零碳园区新模式
GF SECURITIES· 2025-03-13 12:06
Investment Rating - The industry investment rating is "Buy" [2] Core Insights - The report emphasizes the acceleration of "zero-carbon park" construction, with solid waste industrial parks being a key implementation scenario. The central government has highlighted the establishment of zero-carbon parks and factories, aiming for a significant reduction in energy consumption per unit of GDP by 2025 [7][14][20]. - The integration of waste incineration with AIDC (Artificial Intelligence Data Center) is seen as a promising model for developing zero-carbon parks in developed regions. This model can provide comprehensive energy supply and enhance resource utilization [7][14]. - The Shanghai Pudong zero-carbon industrial park, which incorporates waste incineration and AIDC, has achieved a solid waste resource utilization rate of 98.9% and a green energy share of 93.7% [7][27]. Summary by Sections 1. Policy Acceleration for Zero-Carbon Parks - The report discusses the emphasis on "zero-carbon park" construction in recent government meetings, with plans for accelerated implementation across various regions [14][15]. - The tightening of energy consumption indicators is highlighted, with a target of reducing energy consumption per unit of GDP by 3% in 2025 [20][21]. 2. Waste Incineration's Role in Zero-Carbon Parks - The report uses the example of the Shanghai Pudong project to illustrate how waste incineration can contribute to zero-carbon parks, achieving high resource utilization and energy efficiency [27][28]. - The project integrates multiple waste treatment facilities, enhancing the overall sustainability and energy supply stability of the park [27][28]. 3. Recommended Companies to Watch - The report suggests focusing on companies with advantageous locations and solid waste industrial park layouts, including Wangneng Environment, Junxin Co., and Yongxing Co. [7][8]. - It highlights the potential for these companies to benefit from the revaluation of their carbon reduction value and location advantages [7][8].
公用事业行业跟踪周报:积极稳妥推进碳达峰碳中和,四川零碳工业园区试点建设方案发布-2025-03-11
Soochow Securities· 2025-03-11 09:54
证券研究报告·行业跟踪周报·公用事业 公用事业行业跟踪周报 积极稳妥推进碳达峰碳中和,四川零碳工业 园区试点建设方案发布 增持(维持) [Table_Tag] [投资要点 Table_Summary ] ◼ 风险提示:需求不及预期、电价煤价波动风险、流域来水不及预期等 2025 年 03 月 11 日 证券分析师 袁理 执业证书:S0600511080001 021-60199782 yuanl@dwzq.com.cn 证券分析师 任逸轩 执业证书:S0600522030002 renyx@dwzq.com.cn 行业走势 -12% -9% -6% -3% 0% 3% 6% 9% 12% 15% 18% 2024/3/11 2024/7/10 2024/11/8 2025/3/9 公用事业 沪深300 相关研究 《中石油合同价微增、沿海价格下降, 中石化合同价下降,预计 2025 年城燃 采购成本下行》 2025-03-09 《《2025 年能源工作指导意见》印发, 蒙西电力现货市场转正》 | 1. 行情回顾 | | --- | | 2. 电力板块跟踪 | | 2.1. 用电:2024M1-12 全社会用电量 ...