斯泰兰蒂斯(STLA.N)：欧盟关于内燃机禁令的提案并未切实解决汽车行业当前面临的实际问题。修订 2035年减排目标是重要一步，但按目前提案内容，无法支持为绝大多数消费者生产可负担得起的汽车。 ...

消息上，国家能源局新能源和可再生能源司副司长桂小阳12月18日在2025光伏行业年度大会上表示，未 来十年我国风光装机每年还需增长2亿千瓦左右，在已有的高基数基础上继续保持较高增速。 花旗认为明年「风能和太阳能装机产量超过200GW」的预测可能过低，并预计十五五规划期间的水电 与核电项目资本开支将会增加，以达成减排目标。此外，该行预计全球储能系统(ESS)的需求将加快扩 张。该行重申对金风科技、通威股份、东方电气及阳光电源的"买入"评级。 | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 01072 | 东方电气 | 23.420 | 4.09% | | 02208 | 金风科技 | 13.370 | 1.13% | | 00579 | 京能清洁能源 | 2.290 | 0.44% | | 00956 | 新天绿色能源 | 4.080 | 0.25% | | 00916 | 龙源电力 | 6.650 | 0.15% | 港股风电股盘初多数拉升，其中，东方电气涨超4%，金风科技涨超1%，龙源电力、新天绿色能源跟 涨。 ...

Core Viewpoint - The article highlights the recent performance of Goldwind Technology (02208), which saw a stock increase of over 3% following the 2026 National Energy Work Conference, emphasizing the push for higher energy security and a green low-carbon transition in China's energy sector [1]. Group 1: Company Performance - Goldwind Technology's stock rose by 3.31%, reaching HKD 13.75, with a trading volume of HKD 148 million [1]. Group 2: Industry Developments - The 2026 National Energy Work Conference in Beijing emphasized the need for enhanced energy security and a transition to green low-carbon energy, aiming for over 200 million kilowatts of new wind and solar power installations in the year [1]. - Citigroup's report indicated a decline in several mainland public utility stocks, attributing this to conservative guidance from the National Energy Administration regarding next year's targets for new wind and solar installations, as well as a cautious stance on hydropower and nuclear development [1]. - The report suggests that the forecast of exceeding 200 GW for wind and solar installations next year may be underestimated, and anticipates increased capital expenditure on hydropower and nuclear projects during the 14th Five-Year Plan to meet emission reduction goals [1]. - There is an expectation for accelerated growth in global energy storage system (ESS) demand [1].

据新华社电 欧盟委员会16日发布汽车产业一揽子方案，提议放宽2035年"禁售燃油车"相关要求。 欧盟先前决定，自2035年起禁售会导致碳排放的新的燃油轿车和小型客货车。而最新方案将2035年新 车"零排放"目标调整为较2021年"减排90%"，其余10%的减排缺口则可通过使用欧盟制造的低碳钢，或 使用电子燃料和生物燃料来补偿。 欧盟委员会表示，新方案在继续鼓励电动化与氢能路径的同时，也将为插电式混合动力汽车、增程式电 动汽车、轻度混合动力汽车以及内燃机车辆在2035年后的销售留出空间。 新方案还提出下调小型客货车2030年减排目标：由较2021年减排50%下调至减排40%。此外，若小型经 济型电动汽车在欧盟制造，汽车制造商可在二氧化碳目标核算中获得额外积分。 相关提案仍需欧洲议会和欧盟理事会审议。 欧盟此次政策调整是在德国、意大利以及欧洲汽车行业持续施压下作出的。电动汽车行业人士警告说， 放松减排目标可能削弱投资，使欧洲在电动化转型中进一步落后。 ...

来源：中国石油石化 当地时间12月16日，欧盟委员会公布一项提案计划，在欧洲汽车行业承受压力之下，放弃自2035年对新燃油车实施的实际禁令。路透社 当天报道指出，这标志着欧盟近年来在绿色政策方面所作出的"最大退让"（biggest retreat）。 多家媒体称欧盟执行委员会正计划于12月16日公布一系列提案，弱化该禁令，允许使用生物燃料或合成燃料的内燃机车辆在2035年后继 续合法注册销售。 目前，这项提案仍需得到欧盟各国政府和欧洲议会的批准，而一旦获批，将允许部分非电动汽车继续销售。此前，欧洲地区工业强国德 国和意大利的汽车制造商一直寻求放宽相关规定。 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 早在2023年3月28日，欧盟正式立法，规定从2035年起，禁止在欧盟27国销售全新燃油轿车和小型货车。 德国总理弗里德里希·默茨（Friedrich Merz）在3天前的致信，或许是引起这一变化的关键因素之一。信中，弗里德里希·默茨敦促欧盟放 宽禁令，寻求为插电式混合动力车及高效内燃机汽车争取豁免资格。 12月8日，该禁令中"2030年前强制企业车队和租车公司的新注册车辆全部转为纯电"的计 ...

Core Viewpoint - The COP30 conference in Belem, Brazil, is facing significant disagreements among parties regarding key issues such as climate financing, adaptation plans, emission reduction targets, and data standards, despite the approaching conclusion of the event [1] Group 1: Climate Financing and Support - Brazilian President Lula emphasized the need for developed countries to increase support for developing nations in addressing climate change, including financial aid, technology transfer, and knowledge sharing [1] Group 2: Negotiation Progress and Challenges - The Executive Secretary of the UN Framework Convention on Climate Change, Simon Steele, noted that COP30 has achieved a series of practical climate action results, showcasing comprehensive strategies across the economy and society, which were unimaginable a few years ago [1] - Steele called for rapid, fair, and large-scale results to bridge the gap between commitments and implementation, warning that every moment of delay will incur high costs [1]

Core Viewpoint - The UN climate conference in Belem, Brazil, is a critical moment for translating the "1.5 degrees Celsius target" from scientific consensus into practical action, with the absence of the US testing multilateral cooperation [1] Group 1: Challenges and Goals - The urgency of global climate change is evident, with extreme heat becoming more frequent, making consensus and actionable steps crucial at this juncture [1] - Key challenges in implementing national contributions include assessing the adequacy of efforts and the gap between national targets and global goals, particularly for developing countries that require financial support [1][4] Group 2: Principles for Progress - Countries must submit their 2035 emission reduction targets, adhering to the principles of the Paris Agreement, where developed nations should lead in reductions to allow developing countries more space for growth [4] - China's proposed national contribution targets are ambitious yet pragmatic, aiming for clearer pathways to implementation and demonstrating a commitment recognized by conference participants [4] Group 3: Impact of US Withdrawal - The impact of the US withdrawal from climate agreements is more significant this time, as it not only refrains from action but also influences other nations' efforts through legal and policy pressures [5] Group 4: China's New Targets - China's new 2035 emission reduction targets represent two breakthroughs: the inclusion of non-CO2 greenhouse gases and the first commitment to absolute reductions, aiming for a 5% to 10% decrease from peak emissions [7] - These efforts are seen as leading examples in global climate action [7] Group 5: South-South Cooperation - South-South cooperation plays a vital role in addressing climate change, as it allows developing countries to adopt solutions that facilitate a transition to zero-carbon renewable energy [9] - China's contributions in this area are recognized for their significant impact and effectiveness [9]

Core Points - The European Union (EU) has reached an agreement among its member states on the greenhouse gas emission reduction target for 2040, aiming for a 90% reduction, which includes 85% from internal reductions and 5% from international carbon credits [1] - The EU has submitted a new Nationally Determined Contribution (NDC) under the Paris Agreement, targeting a reduction of net emissions by 66.25% to 72.5% from 1990 levels by 2035 [1] - In 2024, the EU and its member states will provide €31.7 billion for climate financing to developing countries, along with an additional mobilization of €11 billion in private funds to support these countries in addressing climate change [1] - The EU is committed to achieving climate neutrality by 2050 and emphasizes its dedication to the goals of the Paris Agreement [1]

Core Viewpoint - The European Union (EU) has established a legally binding target to reduce greenhouse gas emissions by 90% by 2040, alongside new Nationally Determined Contributions (NDC) goals for 2035, marking a significant step in global climate governance ahead of COP30 [3][6][7]. Group 1: EU Climate Goals - The EU's new target includes a commitment to achieve 85% domestic emission reductions and up to 5% through international carbon credits [3][6]. - The updated NDC aims for a reduction of 66.25% to 72.5% in net emissions from 1990 levels by 2035 [3][6]. - The EU's climate law, established in 2021, set a goal for climate neutrality by 2050 and a minimum 55% reduction in emissions by 2030 [6][7]. Group 2: Challenges and Measures - The decision-making process within the EU has been complex, influenced by geopolitical issues, which delayed the submission of the NDC [8][9]. - To facilitate emission reductions, the EU will allow member states to purchase international carbon credits starting in 2036 and will enable flexibility in policy tools to address shortfalls in specific areas [9]. - The implementation of carbon trading systems for buildings and road transport has been postponed from 2027 to 2028 [9]. Group 3: Global Climate Context - The year 2023 marks the 10th anniversary of the Paris Agreement, highlighting the importance of global climate action [8]. - The UNCTAD reports a significant decrease in the costs of clean energy, with solar project costs dropping by 41% and onshore wind costs being 53% lower than fossil fuel generation [11]. - The sustainable cooling market is projected to be worth $600 billion, with potential earnings of $8 trillion for developing countries by 2050 [11]. Group 4: Trade Barriers - Tariffs and standards remain obstacles to the growth of green industries, with average tariffs on solar and wind components in developed economies at 1.9% and as high as 7.1% in Africa [12]. - The average tariff for plant-based plastic alternatives is 14.4%, double that of traditional plastics, which could hinder the transition to sustainable materials [12].

Core Points - The Australian government has set a 2035 emissions reduction target of 62% to 70% compared to 2005 levels [1] - Prime Minister Albanese stated that the target is scientifically based, feasible, and responsible, aligning with national interests and future generations [1] - The government will establish a Net Zero Fund of AUD 5 billion to promote industrial decarbonization and allocate AUD 2 billion to the Clean Energy Finance Corporation to lower electricity prices [1] - An additional AUD 1.1 billion will be invested to encourage the production of more clean fuels [1] - The Treasury Minister emphasized that a structured path to net zero emissions will help Australia seize opportunities in global energy transition, including job creation and investment [1] - Australia previously set a target to reduce carbon emissions by 43% by 2030 compared to 2005 levels and aims for net zero emissions by 2050 [1]