9月16日，在美国底特律举办的年度汽车杂志管理简报研讨会（MBS）上，浩思动力与世索科 （Syensqo）联合研发的电机冷却系统荣获2025年Altair Enlighten Award "模块轻量化"类别一等奖。 ■ 多元化技术布局，覆盖80%全球市场需求 "实现净零目标不是不同技术路线的竞赛，而是需要多元技术的融合共生。"浩思动力全球首席执行 官Matias Giannini表示，"我们相信到2040年，全球仍将有50%的车辆需要高效内燃机或混合动力系统。 浩思动力将以其全面的技术解决方案，成为主机厂实现平稳转型的首选合作伙伴。" 在全球汽车产业迈向碳中和的关键节点，一家全新的动力系统巨头——浩思动力（Horse Powertrain）正式登上国际舞台。这家由吉利汽车旗下极光湾科技（Aurobay）与雷诺集团旗下Horse科 技强强联合成立的合资企业，正以其独特的多元化技术路线，为行业提供了一条务实且高效的转型路 径。 ■ 百年技术积淀，打造动力系统全球新巨头 浩思动力继承雷诺与吉利125年的动力系统研发底蕴，在全球拥有17个生产基地和5大研发中心，员 工总数达19,000人。公司年营收高达150亿欧元， ...

在全球聚焦气候变化议题的大背景下，《联合国气候变化框架公约》第二十九次缔约方大会（COP29） 成功达成重要协议。富裕国家将牵头，每年提供 3000 亿美元资金，助力较贫穷国家应对气候变化。对 此，大华银行集团企业可持续发展业务主管梅可嘉指出，这笔资金对于广大发展中国家而言，仍显不 足，发展中国家需从自身内部探寻解决方案，其中相关政策的有力支持尤为关键。 大华银行关注到，东南亚地区在能源转型方面形势紧迫。亚洲开发银行预估，东南亚每年需 2100 亿美 元资金，才能满足该区域可再生能源转型的需求。梅可嘉强调，东南亚 GDP 增长的同时，碳排放也在 惊人增长，其对可再生能源投资的需求极为迫切。目前，东南亚在可再生能源领域的产能建设远不能满 足需求，煤炭依旧是主要能源。国际能源署数据显示，自 2007 年以来，诸多发达经济体在 GDP 持续增 长的情况下，碳排放量不断降低，新兴经济体中这种 GDP 与排放量脱钩的现象也较为明显，如中国经 济规模大幅增长，排放量增长幅度却相对较小，非洲和拉丁美洲的经济活动与碳排放也呈现不同增长趋 势。然而，东南亚的 GDP 和排放量增长速度近乎相同。若不加快能源转型，到 2100 年 ...

在全球能源转型的大背景下，2024年燃煤发电仍占亚洲电力结构的54%，使该地区实现净零目标面临重 大挑战。为减少排放，多个亚洲国家正转向使用氨燃料发电，尤其是通过共燃技术，即将低碳氨掺入煤 炭或天然气混合燃烧。 睿咨得能源预计，中国、印尼、日本和韩国将成为这一转型的核心国家。当然，现实的情况是氨供应缺 口依然显著，亚洲地区要实现2030年排放目标，每年需新增约880万吨氨供应，这需要亚洲国家努力填 补缺口。 尽管氢和氨在亚洲电力行业脱碳中的作用日益凸显，但多数进展仍依赖国际合作和长期承购协议。同 时，市场虽然预计2030年亚洲发电领域的氨需求将增长9倍，但若缺乏明确的承购承诺和港口设施的加 速建设，这一增长可能停滞。目前多个亚洲主要国家已与国际伙伴磋商氨供应事宜，但进口码头和共燃 设施的建设进度仍需加快。 日本和印尼是亚洲国家中较早探索氨共燃发电的国家，中国虽起步较晚但态度更坚决。 韩国也计划到2029年支持氢基发电，韩国产业通商资源部(MOTIE)已启动第二轮清洁氢发电拍卖，今年 晚些时候选出的中标方需在2029年前通过氢或氨等衍生物发电，签订15年合同覆盖3太瓦时电力。尽管 这一规模相比首轮减少3.5太瓦 ...

Core Insights - Sustainable development has transitioned from being an optional enhancement to an essential part of corporate operations and strategy [1] - Nearly 90% of real estate companies in the Asia-Pacific region have established dedicated sustainability roles, with 70% being full-time positions, reflecting a 10 percentage point increase over the past two years [1][2] - The shift indicates that sustainable practices in the Asia-Pacific real estate sector are entering a "mature and prudent" phase, with green building certifications becoming standard rather than premium offerings [1][6] Group 1: CSO Role and Corporate Strategy - The survey indicates a dual increase in the prevalence and maturity of Chief Sustainability Officer (CSO) roles, with over 60% of companies having established this function three years ago, and 40% for over five years [2] - Companies are shifting towards long-term, systematic strategies for sustainability, necessitating cross-departmental collaboration for carbon reduction, energy efficiency, and green supply chain management [2][3] - The real estate sector is projected to have an ESG disclosure rate exceeding 60% by 2025, highlighting its status as one of the industries most focused on ESG [2] Group 2: Investment and ROI Considerations - Companies are becoming more rational in resource allocation, prioritizing sustainable practices that yield clear financial returns [3] - CSOs must demonstrate the return on investment (ROI) for ESG projects to secure approval, emphasizing the need for integration of ESG strategies with overall business strategies [3] Group 3: Net Zero Goals and Market Dynamics - While 2050 remains the most common net zero target among property owners in the Asia-Pacific, 53% of tenants are aiming for 2030, with Australia leading at 70% [4][5] - Legislative pressures, such as mandatory climate-related risk disclosures, are driving companies to align their emissions reduction goals with broader value chains [4] - Institutional investors in Australia are increasingly demanding adherence to ESG investment guidelines, further influencing the market dynamics between tenants and property owners [5] Group 4: Green Building Certification Trends - The motivation for property owners to pursue green building certifications is shifting from seeking rental premiums to maintaining competitiveness and occupancy rates [6] - The coverage of green buildings in the Asia-Pacific is expected to rise from 44% in 2023 to 51% in 2024, with Australia, Singapore, and Japan achieving rates as high as 80% [6] - In China, the number of new LEED-certified projects is projected to increase by 18.91% year-on-year in 2024, driven by government incentives and carbon neutrality commitments [6][7] Group 5: Market Implications of Certification - The value proposition of green building certifications is evolving, with a decline in tenants' willingness to pay premiums for certifications, while "brown discount" phenomena are becoming more pronounced [7] - Non-certified buildings are facing significant rental declines and valuation impacts, particularly in key markets like Beijing and Shanghai [7]

Core Insights - Fotowatio Renewable Ventures (FRV) has selected Envision Energy as its strategic partner for the H2 Cumbuco green hydrogen project in Brazil, aiming to develop a comprehensive green ammonia plant solution [1][1] - The project will feature a 500 MW electrolyzer hydrogen production facility and an integrated ammonia plant, expected to be operational by 2030, targeting markets in Brazil, Europe, and Asia [1][1] - FRV emphasizes the importance of green hydrogen and its derivatives in driving global decarbonization efforts, highlighting the collaboration with Envision as a key step in supporting Brazil's national hydrogen strategy [1][1] Company and Industry Summary - FRV is a clean energy development company with a strong presence in Europe, Australia, the Middle East, and Latin America, focusing on clean energy innovation and local expertise in Brazil [1][1] - Envision Energy's advanced power system technology and green ammonia solutions were pivotal in FRV's decision to partner, aiming to reshape the green hydrogen industry in Brazil and set global standards [1][1] - The collaboration is expected to contribute to Brazil's economic development while promoting environmental protection, showcasing Envision's role in advancing sustainable energy infrastructure [1][1]

Core Insights - The "2025 International Conference on Green Materials and Manufacturing Technology" (GMMT 2025) was successfully held at the University of Cambridge, focusing on advancements in green materials and sustainable manufacturing technologies [2] - The conference aimed to address environmental and resource challenges, promoting international cooperation and exchange in the field of green and low-carbon development [2] Group 1: Key Presentations - Keynote speakers included Sir Harry Bhadeshia from Queen Mary University of London discussing emission reduction pathways in the steel industry, and Professor Vasant Kumar from Cambridge University analyzing the prospects of the hydrogen economy [3] - Professor Ali Kamali from Northeastern University presented innovative applications of molten salt technology in green material synthesis and waste recycling [3] - Professor S. Ravi P. Silva from Surrey University emphasized the critical role of advanced materials in achieving net-zero goals, while Professor Nguyen Thi Kim Thanh from University College London shared cutting-edge results on nanoparticles in biomedical applications [3] Group 2: Roundtable Discussions - Experts, including Professor Li Xinyong from Dalian University of Technology and Ingo Gustav Wender, founder of a Brazilian advanced potassium fertilizer company, discussed key issues such as policy support, intellectual property protection, and commercialization challenges in green technology transfer [7] - The discussions aimed to provide constructive suggestions for collaborative innovation between academia and industry [7] Group 3: Conference Outcomes - The conference facilitated high-level interdisciplinary dialogue, exploring development paths for green materials and manufacturing technologies [10] - It helped to consolidate international consensus and identified three key action directions: material innovation, process upgrading, and global collaboration [10] - GMMT 2025's success is seen as a catalyst for accelerating global green transformation and establishing a more solid foundation for cooperation [10]

Group 1 - The UK energy spending has decreased due to falling fuel prices, but energy costs remain high [3] - Ofgem announced a 7% reduction in the energy price cap for the period from July to September 2025, marking the first decrease in nearly a year [3] - The average annual energy expenditure for households paying by direct debit will be £1,720, which is £660 (28%) lower than the government’s price guarantee during the energy crisis in early 2023 [3] Group 2 - The reduction in the price cap is primarily attributed to a recent drop in wholesale natural gas prices, contributing approximately 90% to the overall decrease [3] - Ofgem's market director emphasized the importance of consumers comparing prices and exploring better options beyond the price cap [3] - The UK government is working to reduce reliance on natural gas to enhance price stability and energy security in the long term [3] Group 3 - KPMG's energy and natural resources head noted that the decline in gas prices may make the transition to clean energy more expensive in the near term [4] - The current drop in prices is beneficial for households facing high living costs, but renewable energy costs are rising due to supply chain issues [4] Group 4 - Charitable organizations report that UK households owe energy companies a total of £4 billion in unpaid bills [5] - The general secretary of the UK’s union criticized Ofgem for allowing high energy bills, claiming that the regulator has lost public trust [5]

Group 1: Clean Technology Innovation Framework - The Global Cleantech Innovation Program (GCIP) aims to leverage clean technology innovation to address environmental sustainability and climate action needs[11] - The framework includes an assessment questionnaire for countries to evaluate the maturity of key drivers of ecosystem effectiveness[14] - Key performance indicators (KPIs) are recommended to measure ecosystem outcomes, focusing on the increase of innovative MSMEs and startups[45] Group 2: Ecosystem Development Opportunities - GCIP partner countries identified emerging or developing regions as likely to yield the best results for ecosystem strengthening[56] - Key sectors with mitigation potential include energy, agriculture, and waste management, while sectors at risk include human habitats and health[57] - Countries like Cambodia, Kazakhstan, and Morocco have been highlighted for their specific opportunities in clean technology innovation[58][59][64] Group 3: Global Trends in Clean Technology Ecosystems - Leading countries in clean technology investment include France, Germany, and the UK, with the UK investing $14.2 billion from 2017 to 2022[74] - Sweden ranks in the top five globally for per capita clean technology investment, demonstrating a strong commitment to climate goals[71] - The US recorded the highest number of clean technology investment transactions in Q4 2022, totaling 202 deals[75]