英国气象局称，2025年极端气候特征贯穿全年。夏季平均气温达16.10摄氏度，成为有记录以来最热夏 季。 英国气象局专家指出，21世纪以来该国已六次刷新年均温纪录。这一趋势与全球气候演变一致。 高温给英国社会运行带来多重考验。2025年夏季，卫生部门多次发布琥珀色高温健康警报，提醒老年 人、慢性病患者等弱势群体做好防护，部分地区因干旱实施软管禁令，交通、医疗等系统受到不同程度 影响。(完) 中新社伦敦1月2日电 (记者 欧阳开宇)英国气象局2日确认，2025年成为该国自1884年有详细气象记录以 来最热且阳光最充足的一年，两项气候数据均打破历史纪录。 数据显示，2025年英国年均气温达10.09摄氏度，超过2022年创下的10.03摄氏度纪录，成为该国年均气 温第二次突破10摄氏度的年份。日照时长方面，全年累计达1648.5小时，较2003年的前纪录多出61.4小 时，这一数据归因于高压系统频繁影响带来的晴朗天气。 ...

转自：智通财经 2025年，全球仍处于多重危机之中。 特朗普第二次就任美国总统后，大国单边主义进一步撕裂全球贸易体系；地缘冲突多点位爆发，持续冲 击着脆弱的国际秩序；通用人工智能逼近临界点引发了全球治理讨论；极端气候频发令人类忧心忡 忡…… 智通财经选取十大关键词回望2025，这些关键词涵盖了地缘冲突、经贸摩擦、极端气候、技术突破等全 球重要议题。它们不仅呈现着当下的全球危机，也预示着人类在未来发展图景中的轨迹。 对等关税 特朗普2.0时代的政策正对全球秩序产生深远影响。尤其是其"对等关税"措施，冲击着全球多边贸易体 制，其奉行的单边主义令全球贸易产生了更多不确定性。2025年，美国贸易政策几乎在全球范围内引发 了关税大战，令多边贸易体系面临自1995年成立以来最严峻的挑战，全球贸易增速从2024年的2.8%降 至2025年三季度的1.1%，全球供应链重构成本增加340亿美元。 世界贸易组织数据显示，2025年全球新发起贸易救济调查达193起，较上年增长41%，不少美国传统盟 友或贸易伙伴开始重新审视和调整与美国的合作方式，变得更加多元化和务实。 关税政策也并未给美国经济带来利好。11月美国制造业连续九个月萎 ...

Climate Change Impact - Extreme weather events have significantly increased in frequency, impacting industrial production and economic development globally[4] - From 1993 to 2022, over 9,400 extreme weather events resulted in approximately 765,000 deaths and nearly $4.2 trillion in direct economic losses[8] Industrial Production Challenges - In 2024, China's direct economic losses from extreme weather reached 400 billion yuan, a year-on-year increase of 16.1%[14] - The average temperature in China in 2024 was 1.5°C higher than the historical average, with extreme rainfall events occurring more frequently[15] Energy Supply Disruptions - Extreme weather has led to a 14.7% annual increase in the frequency, duration, and intensity of extreme power shortages from 1980 to 2022[10] - In 2021, Texas experienced a winter storm that caused a surge in electricity demand, leading to a significant price spike[10] Economic Impact on Industries - Extreme rainfall negatively impacts mining output by approximately 0.319% for each additional day of extreme rainfall[33] - Manufacturing output decreases by about 0.03% for each additional day of extreme high temperature[33] Future Risks and Adaptation - By 2035, global listed companies may face fixed asset losses of $560 billion to $610 billion annually due to climate disasters, equating to a 6.6% to 7.3% reduction in average annual revenue per company[22] - The World Economic Forum identifies climate action failure and extreme weather as the top two global risks over the next decade[22] Opportunities for Growth - Regions with extreme weather conditions may see new industrial development opportunities, particularly in testing and validating products for extreme environments[43] - The inspection and testing industry in China generated revenue of 487.6 billion yuan in 2024, reflecting a 4.41% year-on-year growth[44]

Group 1: ESG Developments in the Alcohol Industry - The China Alcohol Industry ESG Rating Platform 2.0 has expanded its coverage from three categories (liquor, beer, and wine) to over ten categories, including various types of alcohol such as yellow wine, fruit wine, and whiskey [1] - The platform aims to provide comprehensive ESG services, including brand planning, research, training, and carbon management for enterprises [1] - The initiative has achieved three "firsts" in the ESG field, including the establishment of the first carbon-neutral forum in the paper industry and the first comprehensive ESG rating platform for the alcohol sector [1] Group 2: Coal Management and Environmental Initiatives - The "China Comprehensive Coal Management Research Report 2025" was released, highlighting significant reductions in coal usage, with over 400 million tons cut since 2017 [2] - The report indicates that by the end of 2024, the use of coal for residential heating in northern rural areas is expected to drop to between 5.5 to 7.5 million tons [2] - Clean heating rates in northern regions have increased from 65% at the end of 2020 to approximately 83% [2] Group 3: Climate Data Sharing and International Cooperation - China has launched its global climate data products for international sharing, marking a significant step in promoting high-value meteorological data globally [3] - The forum focused on enhancing regional meteorological cooperation, integrating AI with meteorological services [3] Group 4: Typhoon Impact and Weather Forecasting - Typhoon "Haikashan" is approaching South China, with maximum wind speeds exceeding 62 m/s and expected to make landfall near Yangjiang [4][5] - The typhoon's impact is anticipated to affect travel and daily life during the upcoming holiday period [4] Group 5: Carbon Footprint Standards in the Alcohol Industry - The China Alcohol Industry Association has announced a public call for drafting units and experts for the national standard on "Greenhouse Gas Product Carbon Footprint Quantification Method and Requirements for Liquor" [5] - This initiative aims to standardize the quantification of carbon footprints in the liquor manufacturing sector [5] Group 6: Climate Change and Industry Transformation - Insights from a prominent climate scientist indicate that industries such as energy and transportation are most directly affected by climate change, emphasizing the need for precise weather forecasting to turn risks into opportunities [7] - Monitoring carbon cycle data and enhancing forecasting capabilities for extreme weather and carbon changes are identified as key technological directions for empowering climate response [7]

Core Insights - Recent rainfall in Henan province has alleviated some drought conditions, but the region remains under significant stress due to prolonged dry spells and high temperatures [1][6][10] - Henan is a critical grain production area in China, contributing nearly 10% of the nation's grain and 25% of its wheat, despite having only 6% of the arable land [7][9][10] - The ongoing drought has led to a decrease in summer grain production, with a reported total of 750.01 billion jin, down 0.94% from the previous year [10][12] Drought Conditions - Henan has experienced severe drought conditions since July, with some areas going over 30 days without effective rainfall [2][5] - The average precipitation in July was 79.5 mm, more than 50% lower than the historical average, with specific locations like Zhumadian receiving only 6 mm [5][6] - The drought has particularly affected corn and peanut crops, which require substantial water during critical growth phases [5][6] Agricultural Impact - The drought has resulted in a significant drop in underground water levels, with an average decrease of 3.57 meters compared to the previous year [5][6] - Emergency measures have been implemented, including the drilling of 12,900 emergency wells and the diversion of 1.1 billion cubic meters of water from major reservoirs [6][15] - Despite the recent rainfall, areas like Zhumadian and Linyi still face ongoing drought challenges, indicating a potential for rapid shifts between drought and flooding [6][12] Grain Production Trends - The grain production focus in China has shifted northward, with Henan becoming increasingly important in the national grain supply chain [7][9] - In 2023, key grain-producing cities like Zhumadian and Zhoukou contributed nearly 60% of Henan's total grain output, highlighting their critical role in the province's agricultural economy [10][12] - The province's grain production has been bolstered by high-standard farmland construction and improved agricultural practices [11][12] Climate Adaptation Strategies - Henan is exploring strategies to enhance its resilience to extreme weather, including the establishment of a dynamic monitoring and early warning system for agricultural disasters [13][16] - The province aims to improve irrigation efficiency and data management for better decision-making in agricultural practices [15][16] - The broader challenge of adapting to climate change impacts on grain production is recognized, with a need for comprehensive strategies to ensure food security in the face of increasing weather extremes [16]

Group 1 - The Northeast region of China is experiencing unprecedented high temperatures, with some areas reaching nearly 40 degrees Celsius, which is significantly higher than the historical average of around 20 degrees Celsius [4][12][20] - Air conditioning has become a necessity in the Northeast, with sales skyrocketing; for instance, Mijia air conditioner sales peaked at 20 times that of the previous year, and Midea reported a 356% increase in sales in Heilongjiang and Jilin provinces [9][11][30] - The extreme heat has led to a surge in demand for air conditioning units, resulting in shortages and out-of-stock situations in many areas [9][30] Group 2 - In Xinjiang, the extreme heat has allowed for the cultivation of rice in desert areas, a significant agricultural breakthrough given the region's historically low rainfall [13][15][17] - The climate change phenomenon is pushing temperature thresholds higher, with Xinjiang experiencing record summer temperatures, which have enabled agricultural advancements previously thought impossible [14][18][24] - The overall trend of rising temperatures is affecting various regions globally, including Europe, where countries are facing unprecedented heat waves, with temperatures exceeding 40 degrees Celsius in several locations [19][20][24] Group 3 - The abnormal weather patterns are attributed to a combination of factors, including the westward expansion of the subtropical high-pressure system, which has altered traditional weather patterns and prevented cooler air from entering the Northeast [20][21][24] - The impact of climate change is evident, with predictions indicating that 2025 may be one of the hottest years on record, highlighting the urgent need for cities and individuals to prepare for increasing temperatures [25][30] - Urban infrastructure in both Northeast China and Europe is struggling to cope with the rising temperatures, as many buildings were designed for cold weather rather than heat, leading to uncomfortable living conditions [26][30]

Core Viewpoint - The extreme heat in Northeast China has led to a surge in air conditioner demand, highlighting a shift in consumer behavior as air conditioning becomes a necessity rather than a luxury [4][5][15]. Group 1: Weather Conditions - Long Changchun has experienced unprecedented heat, reaching 36 degrees Celsius, which is unusual for the region [4][10]. - The Northeast has seen a significant increase in temperatures, with many areas experiencing extreme heat for the first time, prompting complaints from residents [5][10][13]. - The National Climate Center reported that extreme heat events have been occurring earlier than usual, with 147 weather stations recording extreme temperatures [7][24]. Group 2: Air Conditioner Demand - The demand for air conditioners in Northeast China has skyrocketed, leading to shortages both online and in physical stores [15][16]. - Retail sales of air conditioners have surged, with Haier and Midea reporting significant year-on-year growth in sales across the Northeast, with increases of 355% in Jilin and 518% in Liaoning [18][22]. - Consumers are facing long wait times for installation services, with some areas experiencing delays of up to 10 days due to high demand for air conditioning units [19][21]. Group 3: Consumer Behavior - Many residents who previously did not consider air conditioning essential are now rushing to purchase units, indicating a shift in consumer priorities due to climate changes [15][27]. - Social media discussions reflect a growing awareness and concern about the changing climate, with many expressing disbelief at the rapid temperature changes [26][29]. - The urgency to buy air conditioners has led to a competitive market, with consumers willing to pay extra for faster installation services [21][22].

Group 1 - The core issue in traditional building structure design is the scientific determination of the impacts of extreme weather factors such as wind, rain, heat, and snow [1] - A major research project led by Harbin Institute of Technology has developed a comprehensive simulation system for testing the effects of these extreme weather conditions on large-span structures [1][2] - The system allows for the simulation of snow accumulation, melting, and other processes under various weather conditions, providing more accurate data for snow load studies on roofs [6] Group 2 - The testing environment includes extreme conditions such as artificial snow, heat radiation, and simulated rain, demonstrating the system's capabilities [2][4] - The system has been operational since March and has already provided technical support for several national major construction projects, ensuring accurate snow load assessments [6] - This technology also supports national polar strategies by offering reliable data for construction in extreme environments [6]

Core Viewpoint - The article emphasizes that global warming is a reality driven primarily by human activities, leading to increasingly extreme weather events and significant impacts on the environment and society [2][4]. Group 1: Causes of Global Warming - The scientific consensus is that human activities, particularly the emission of greenhouse gases like carbon dioxide and methane, are the main drivers of global warming, with current warming rates being 50 times faster than natural cycles [4]. - Industrial emissions and livestock farming, especially cattle, contribute significantly to greenhouse gas emissions, with methane being a major byproduct of cattle digestion [4][5]. Group 2: Effects of Global Warming - Global warming leads to more frequent and severe extreme weather events, including droughts, floods, and heatwaves, due to increased evaporation and changes in atmospheric moisture [8][9]. - The melting of glaciers and ice caps contributes to rising sea levels, but the more immediate concern is the increase in extreme weather patterns, which can lead to both droughts and floods [8][9]. - The phenomenon of "critical points" is highlighted, where irreversible changes, such as the melting of ice sheets and the release of methane from permafrost, could accelerate global warming and lead to more extreme climate conditions [12][13]. Group 3: Potential Benefits and Adaptations - One potential benefit of global warming is the northward shift of precipitation patterns, which could lead to increased rainfall in certain areas, although this does not guarantee improved agricultural conditions due to increased evaporation rates [14][15]. - The article discusses the possibility of adapting to extreme weather by changing living patterns, such as relocating to cooler regions during extreme heat [16]. Group 4: Societal Implications - Extreme weather events pose direct threats to vulnerable populations, exacerbating social inequalities and impacting livelihoods [16]. - The article notes that efforts in climate change mitigation, such as reforestation and renewable energy deployment, are crucial and highlights China's proactive measures in addressing global warming [16].

Investment Rating - The report does not explicitly state an investment rating for the industry, but it suggests a focus on leading companies in the air conditioning and maternal and infant sectors due to current market conditions and policy support [3][4]. Core Insights - Extreme high temperatures in Europe have significantly increased demand for air conditioning units, with a notable rise in exports from China to Europe, indicating a robust market opportunity [4]. - The recent push for pro-natalist policies across various provinces in China is expected to enhance the investment value in maternal and infant-related industries, as these policies aim to alleviate the financial burden of raising children [4]. - The report highlights the importance of monitoring the duration and intensity of extreme weather conditions, as well as the performance of leading companies in terms of order growth and earnings realization [4]. Summary by Sections Market Weekly Review - The consumer sector showed mixed performance, with home appliances and textiles leading the gains, while sectors like beauty care and retail experienced declines [4]. - Notable stock performances included significant gains for companies like Huashanghuan (+11.71%) and Feiyada (+21.56%), while stocks like Xinshunda (-9.13%) and Jinsong New Materials (-21.72%) faced substantial losses [4]. Industry News and Key Company Announcements - The report discusses various industry news, including regulatory responses to illegal medical beauty training and significant corporate acquisitions aimed at diversifying product offerings in the pet food market [16][18]. - Companies like San Zhi Song Shu and Guo Quan announced substantial investments in supply chain improvements and new production bases, indicating a strategic focus on enhancing operational capabilities [20][21].