在技术层面，SAF的多条技术路线正同步发展。根据相关标准，目前已有8条认证的技术路线，可利用 不同代际的生物基、废弃物或气体原料生产SAF。有业内人士认为，当前油脂加氢路线虽成熟，但原料 供应有限，未来需转向农林废弃物气化、废塑料热解及二氧化碳加氢等路径。 "SAF的成本是传统航煤的2至5倍，而对于像e-SAF这样的新技术，成本预计将是传统航空燃料的7至8 倍。"日前，国际航空运输协会能源转型总监Hemant Mistry在接受证券时报记者采访时介绍。 全球航空业正在致力于绿色突围，SAF（可持续航空燃料）作为减排主要可行技术路线，其被产业提升 到空前的重视程度。根据国际航协的预测，到2050年，SAF将承担航空业65%以上的减排贡献。不过如 何填平成本差距，也是摆在产业面前的难题。 原料供应不足是制约SAF产业规模化发展的重要瓶颈之一。目前，HEFA路线虽成熟，但原料供应有 限。有统计数据显示，中国拥有全球最大的废弃油脂资源，但产能仅满足全球千分之二的需求。 Mistry认为，SAF作为新兴产业必须得到技术研发推动、金融支持以及鼓励建立可持续供应链的政策支 持，才能打造新型能源市场。有必要尽快明确"难减排行 ...

Core Viewpoint - Huqin Technology Co., Ltd. has established itself as a leading smart product platform company, providing end-to-end services for global tech brands, and successfully listed on the Shanghai Stock Exchange in August 2023 [1] Group 1: Company Overview - Founded in 2005 and headquartered in Shanghai, Huqin Technology serves over 100 countries and regions, delivering billions of smart products including smartphones, tablets, laptops, AIoT, and automotive electronics [1] - The company has a comprehensive supply chain management mechanism that covers the entire lifecycle process, including development access, risk management, and exit management [2] Group 2: Supply Chain Management - Huqin Technology requires suppliers to sign agreements that include CSR clauses and possess key sustainability certifications such as ISO 14001 and SA8000, with all 2,274 suppliers having signed the supplier quality agreement by the end of 2024 [2] - The company has implemented a supplier monitoring system to identify risks proactively, reducing the high-risk supplier ratio from 20.2% to 0.9% in 2024 [2] Group 3: Sustainability Initiatives - In 2024, Huqin Technology launched a sustainable supply chain initiative targeting 50 key suppliers to conduct carbon emission data surveys and energy-saving upgrades, with plans to expand this to 70 suppliers by 2025 [3] - The company emphasizes building a sustainable development ecosystem, hosting global supplier conferences to explore sustainable supply chain practices [3]

Core Viewpoint - PwC's participation in the third China International Supply Chain Promotion Expo highlights its commitment to advancing sustainable supply chain development and innovation in the manufacturing sector [1][3]. Group 1: Event Overview - The third China International Supply Chain Promotion Expo was held in Beijing, organized by the China Council for the Promotion of International Trade [1]. - PwC showcased its comprehensive service system across the entire industry and supply chain ecosystem for the first time as an exhibitor [1]. Group 2: Focus on Low-Altitude Economy - PwC emphasized the low-altitude economy as a key theme, with a projected market size nearing $500 billion by 2035 [1][2]. - The company collaborated with partners in the low-altitude economy to exhibit eVTOL (electric Vertical Take-Off and Landing) vehicles, demonstrating how its global services facilitate the conversion of cutting-edge technology into advanced manufacturing capabilities [2]. Group 3: Industry Transformation Insights - PwC's recent report, "Value in Motion," indicates that the global manufacturing sector is undergoing a transformative change driven by the Fourth Industrial Revolution, with companies embracing automation, 3D printing, and AI to enhance productivity and efficiency [2]. - The report predicts that if manufacturing firms can transcend traditional industry boundaries and respond to emerging demands, they could generate significant new economic growth, contributing over $34 trillion to global GDP by 2035 [2]. Group 4: China's Manufacturing Advantage - PwC's China CEO highlighted that China holds a global leading position in advanced manufacturing, and leveraging this opportunity is crucial for the sustained and stable growth of the Chinese economy [3]. - The transformation of the manufacturing sector requires a focus on resource models and robust risk management systems, with PwC committed to providing professional support to help clients seize new growth opportunities [3].

Core Insights - The "Sustainable Development Project for Agricultural Product Circulation" is nearing its conclusion, focusing on the green transformation and sustainable development of agricultural product circulation in alignment with national policies [1] - The project aims to enhance the efficiency and quality of agricultural product circulation, contributing to the implementation of the national rural revitalization strategy and promoting agricultural modernization [1] Group 1 - The project employs a comprehensive approach including standard construction, capacity training, pilot promotion, and base evaluation to systematically drive the green and low-carbon transformation of the agricultural product supply chain [1] - It targets both the production side by improving the green management capabilities of planting entities and the consumption side by promoting green consumption concepts [1] - Retail enterprises are encouraged to enhance the visibility of "sustainable agricultural products" in procurement, marketing, and store operations, guiding consumers to prioritize traceable and low-carbon fruit and vegetable products [1] Group 2 - The project has led to the establishment and promotion of multiple sustainable fruit and vegetable supply chain standards, which have been applied in various regions and included in local government training programs for high-quality farmers [2] - It covers over 20 provinces nationwide, focusing on key fruit and vegetable production areas, and has trained and empowered more than 10,000 farmers and over 2,000 cooperatives [2] - The initiative has effectively improved the source management capabilities and circulation efficiency of fresh agricultural products through collaboration with hundreds of enterprises and fruit and vegetable bases [2]