德国2025年碳排放交易收入超过214亿欧元，创下历史新高。这笔资金将全部用于气候与转型基金，支 持能源转型。自2008年启动碳排放交易以来，德国相关收入累计已超1000亿欧元。同期温室气体减排速 度正在放缓。研究显示，德国2025年排放量为6.4亿吨二氧化碳当量，虽比1990年下降49%，但同比降 幅仅为1.5%。 ...

2026 年焦煤供需格局展望 20251228 摘要 2025 年中国炼焦煤进口量同比下降 5.6%，但蒙古国和俄罗斯占比接近 80%，进口结构中无烟煤、风化煤和动力煤比例提升，炼焦煤比例下降 至 62%-65%。 钢铁行业铁水产量维持高位，受益于钢材和钢坯出口增长，但钢厂利润 率较低，不到 36%。 焦炭市场波动性大，主要因独立焦化厂比例高且多为私营企业，对价格 敏感，定价机制从季度向月度过渡。 预计 2026 年焦煤产量增长有限，钢铁行业需求下降，焦煤消耗减少， 非矿山洗煤厂关闭支撑商品煤供应，焦煤价格或小幅上移，波动性趋于 温和。 钢铁消费峰值已过，将逐渐下降，通过碳排放交易淘汰落后产能，提高 生产成本，优质产品比例增加或提升总体利润。 蒙古国计划增加对中国炼焦煤出口，影响国内供需平衡，加大期货市场 波动性，需关注其出口变化对市场的影响。 煤矿生产受政策影响大，产量相对均衡，库存调节依赖市场状况，钢厂 和焦化厂根据需求和价格预期补库，降价是煤炭企业应对销售困难的手 段。 Q&A 2025 年焦煤市场的整体表现如何？ 2026 年小米市场的走势如何？ 2025 年焦煤市场经历了先抑后扬的 V 字形反转走势 ...

12月27日，江南大学、中国食品安全报社举办"人工智能在食品安全风险治理中应用场景与食品安全状 况研究成果发布会"，会上发布的《中国食品安全状况研究报告（2025）》显示，2024年，全国主要食 用农产品与食品市场供应充足，质量安全保障水平继续保持"趋势向好"态势。其中，蔬菜、水果、茶 叶、畜禽产品、水产品等五大类农产品总体合格率首次达到98%；全国食品安全监督抽检合格率 97.04%，与上年相比有所下降；2024年全国食品进口额约为1267.31亿美元，比上年同期下降9.5%。 农产品总体合格率首次达到98% 报告显示，2024年全国年粮食产量70650万吨，比上年增产1.6%，比2020年增加3701万吨。在连续9年 稳定在65000万吨以上的基础上，首次迈上70000万吨新台阶。全国人均粮食占有量比"十三五"期末增加 25公斤，达到500公斤，高于国际公认的人均400公斤粮食安全线，基本做到了谷物基本自给、口粮绝对 安全。 我国已成为世界蔬菜生产和消费第一大国，蔬菜成为种植业中仅次于粮食的第二大农作物。2024年，全 国蔬菜年产量达到86114万吨，比2019年增加11201万吨；水果、猪牛羊禽肉、禽蛋 ...

Core Viewpoint - Tianfu Energy announced the approval of a proposal to sell approximately 640,000 tons of carbon emission quotas through the national carbon emission trading system, with the transaction price to be determined based on market trends [2]. Summary by Categories Company Actions - The company plans to sell carbon emission quotas via agreement transfer, single-item bidding, and other compliant methods [2]. - The management has been authorized to carry out the relevant work for the disposal of carbon emission quotas and to sign related contracts and documents [2]. Market Context - The sale will be timed according to the price trends of carbon emission quotas in the national carbon market [2].

Core Viewpoint - The company has approved a proposal to sell approximately 640,000 tons of carbon emission quotas through the national carbon emission trading system, with the transaction price to be determined based on market trends [1] Group 1 - The eighth board of directors' 18th meeting has passed the resolution regarding the sale of carbon emission quotas [1] - The company plans to utilize methods such as agreement transfer and single-item bidding for the sale [1] - The management has been authorized to carry out the necessary actions related to the disposal of carbon emission quotas and to sign relevant contracts and documents [1]

Core Insights - The national carbon emissions trading market in China has seen a cumulative trading volume of nearly 700 million tons and a transaction value of approximately 48 billion yuan as of the end of August 2024, marking a record high since the market's launch in 2021 [1] - The market's trading activity is increasing, with a daily average trading volume of carbon emission allowances rising by 43.55% compared to the previous compliance cycle, resulting in a total trading volume of 18.9 million tons and a transaction value of 18.114 billion yuan for the year 2024 [1] - The carbon intensity of electricity generation in China has decreased by 10.8% compared to 2018 levels [1] Market Developments - In March 2024, the steel, cement, and aluminum smelting industries were included in the national carbon emissions trading market, leading to the addition of over 1,300 new key emission units, which now account for over 60% of the total carbon dioxide emissions in the country [1] - The voluntary greenhouse gas reduction trading market has been introduced as a significant policy tool to achieve China's "dual carbon" goals, with the first batch of newly registered certified voluntary emission reductions starting trading in March 2024 [1] - As of the end of August 2024, the voluntary trading market has recorded a cumulative trading volume of 2.7061 million tons and a transaction value of 22.9 million yuan, with transaction prices exceeding 100 yuan per ton multiple times [1]

Core Viewpoint - On September 23, Shanying International announced the sale of carbon emission quotas totaling 775,200 tons at an average transaction price of 100.69 yuan per ton, resulting in a total transaction amount of 78.0518 million yuan (including tax) [1] Summary by Category - **Carbon Emission Quotas** - The company has sold a total of 775,200 tons of carbon emission quotas through the national carbon emission trading system [1] - The average transaction price for these quotas was 100.69 yuan per ton [1] - The total amount from these transactions reached 78.0518 million yuan (including tax) [1] - **Transaction Details** - The sale was conducted through bulk agreements and listed trading methods [1] - The transaction does not involve related party transactions [1] - The sale does not constitute a major asset restructuring as defined by the "Measures for the Administration of Major Asset Restructuring of Listed Companies" [1]

Core Viewpoint - The company, Shanying International (600567.SH), has successfully sold a total of 775,200 tons of carbon emission quotas through the national carbon emission trading system, generating significant revenue from these transactions [1] Group 1 - The total amount of carbon emission quotas sold by the company is 775,200 tons [1] - The average transaction price for the carbon emission quotas was 100.69 yuan per ton [1] - The total transaction amount, including tax, reached 78.0518 million yuan [1] Group 2 - The sale of carbon emission quotas does not involve related party transactions [1] - The transaction does not constitute a major asset restructuring as defined by the regulations on major asset restructuring for listed companies [1]

Core Points - The company, Shanying International (600567.SH), has sold a total of 775,200 tons of carbon emission quotas through the national carbon emission trading system [1] - The average transaction price for the carbon quotas was 100.69 yuan per ton, resulting in a total transaction amount of 78.0518 million yuan (including tax) [1] - The sale of carbon emission quotas does not involve related party transactions and does not constitute a major asset restructuring as defined by the regulations [1]

Core Viewpoint - The company is actively participating in green electricity, green certificates, and carbon emission rights trading to generate additional revenue beyond electricity sales [2]. Group 1 - Investors inquired about the benefits of carbon trading, specifically mentioning that a carbon index is priced at 90 yuan and that the company has gained over 500 million yuan from wind power carbon trading [2]. - The company confirmed its involvement in trading green electricity, green certificates, and carbon emission rights as part of its revenue generation strategy [2].