碳中和周报关注"双碳"领域的最新前沿动态，包括碳中和政策、地方动态、企业实践等。我们将通过精 选每周碳中和领域的重大事件，并进行点评的方式，提供一个及时全面的碳中和信息平台。 一、碳中和政策 1、两部门发文：2030年新型电网平台初步建成 12月31日，国家发展改革委、国家能源局发布《关于促进电网高质量发展的指导意见》（以下简称《指 导意见》）。《指导意见》明确，到2030年，主干电网和配电网为重要基础、智能微电网为有益补充的 新型电网平台初步建成，主配微网形成界面清晰、功能完善、运行智能、互动高效的有机整体。电网资 源优化配置能力有效增强，"西电东送"规模超过4.2亿千瓦，新增省间电力互济能力4000万千瓦左右， 支撑新能源发电量占比达到30%左右，接纳分布式新能源能力达到9亿千瓦，支撑充电基础设施超过 4000万台，公共电网的基础作用充分发挥，智能微电网多元化发展，电力系统保持稳定运行，服务民生 用电更加有力。 《指导意见》提出了明确新型电网平台功能定位、加强各级电网统一规划建设等七方面任务举措。在明 确新型电网平台功能定位方面，本次《指导意见》提出，强化新型电力系统枢纽平台作用。主动适应新 能源高渗透率 ...

智通财经1月4日讯（记者 肖良华）国家级零碳园区建设提速。近日，国家发改委、工信部、国家能源 局联合印发《国家级零碳园区建设名单（第一批）》（简称"名单"），52个首批园区名单出炉。智通财 经记者梳理发现，园区名单中有多家风电头部企业的身影。 与多数仅承担新能源项目建设或局部节能改造的企业不同，远景在相关园区建设中更强调以系统解法提 供方的方式参与。 一方面，远景通过风电、光伏、储能和氢能等综合能源项目，为园区构建高比例可再生能源供给体系； 另一方面，依托物理AI底座，打造园区级AI能碳管理平台，在碳盘查、绿电溯源、碳核算、碳认证等 环节提供数字化能力，并为主管部门界定排放边界、优化减排路径提供数据支撑。 为了更好连接不稳定的绿电与连续的工业生产，远景运用AI储能系统与新能源发电侧、生产负荷侧实 现毫秒级协同，让生产负荷可随风光波动灵活调节，绿电利用效率实现最大化，显著降低电力成本，已 经应对了多次无风无光的极端天气挑战，充分验证了AI储能在零碳场景中的适配价值。 "远景从鄂尔多斯零碳产业园起步，陆续参与国内外众多零碳园区的打造，虽然这些区域的能源禀赋、 负荷基础等差别很大，但远景凭借全球领先的AI电力系统， ...

田智宇：对园区的用能，如果是在20万吨标准煤到100万吨标准煤之间，指标要求是要达到0.2。如果园区的综合能源消耗是100万吨标准煤以上的，需 要达到0.3。0.2、0.3是指单位能源消耗的碳排放，就是每消耗一个单位的能源，排放几个单位的二氧化碳。现在全国园区层面平均意义而言，园区每消耗一 个单位的能源排放的二氧化碳大概在2.5以上，降到0.2、0.3，是深度降碳。 深度降碳的挑战自然不小。那么，入选"国家队"的园区们底气何在？又准备如何达标呢？在东南沿海的福建福鼎工业园区，管委会副主任翁日月介绍了 他们的"家底"和规划。他们的目标是在2028年前，打造一个服务新能源出口产业的零碳制造样板。 翁日月：福鼎工业园区零碳园区建设周期为2026年至2028年，采取"园中园"模式，以龙安工业项目区482.41公顷和双岳项目区833公顷为核心申报国家 级零碳园区。园区已为零碳园区创建打下一定的基础。一是产业体系绿色化，二是具体项目已启动，例如1400兆瓦海上风电、390兆瓦光伏二期等绿电直供 项目，以及园区内680多个充电桩的布局建设。 近日，国家发展改革委等部门联合发布了首批国家级零碳园区建设名单，来自全国31个省区 ...

21世纪经济报道记者雷椰 北京报道 12月31日，国家发展改革委召开12月份新闻发布会。围绕入围首批国家级零碳园区建设名单的园区建设特点等内容，国家发展 改革委政策研究室副主任、新闻发言人李超在会上表示，建设零碳园区，是我国新能源技术、节能减排技术、污染控制技术从 单点创新迈向系统创新的关键一步。作为零碳实践路径的先行区，这些园区将为未来建设"零碳社会"积累经验、探索路径、打 造样板。 建设国家级零碳园区，就是要让资源条件较好、发展基础扎实的园区先行先试，发挥示范引领作用，"以点带面"推动各类园区 低碳化零碳化改造。李超介绍，首批52个园区，主要有以下五个方面特点。 一是地域分布均衡。每个省（区、市）至少有1个园区入选，鼓励各地因地制宜开展探索；同时，对部分新能源资源丰富、工作 基础较好的地区予以适当倾斜。 二是新能源就近消纳能力较强。因地制宜发展"绿电直供"，预计建成后直供比例不低于园区用电量的50%。 三是"以绿制绿"导向突出。园区涉及产业以新能源产业、先进制造业为主，形成以绿色能源制造绿色产品的良性循环。 四是工作基础扎实。52个园区中，有24个园区正在推进零碳园区相关重大工程和重点项目建设，另有24个 ...

开栏语： "零碳"，这不是一个遥远的概念，而是一场正在发生的、重塑中国产业形态与经济发展模式的深刻变革。面对日益严峻的全球气候危 机，中国作出"双碳"目标承诺，提交《2035年中国国家自主贡献报告》，彰显推动绿色低碳发展、应对全球气候变化的担当，也清晰 勾勒出未来十年"加快经济社会发展全面绿色转型，加快美丽中国建设"的路径。 时下，一群产业先锋已经率先启程。他们有零碳园区建设"国家队"、世界级"灯塔工厂"、国际国内权威认证"零碳智造标杆" "全球首 发" "中国首秀"……他们正在汇聚推动全社会绿色转型的澎湃合力，激发培育新质生产力，迎来开辟新经济增长极的巨大历史机遇。 接下来，请跟随《美丽中国·寻找零碳先锋》栏目的笔墨与镜头，一同去遇见这些描绘"零碳蓝图"的先锋们，发现标杆、解读路径、凝 聚共识、搭建生态，见证并推动一个绿色、低碳、繁荣、韧性的美丽中国加速到来。 12月26日，国家发改委、工信部、国家能源局发文正式公布首批国家级零碳园区建设名单，52个园区从众多申报园区中脱颖而出，实 现 31 个 省 （ 区 、 市 ） 和 新 疆 生 产 建 设 兵 团 全 覆 盖 。 至 此 ， 从 规 划 到 实 景 ...

Core Viewpoint - The project represents a significant advancement in green hydrogen and ammonia production, with the largest scale and innovative technology in the industry [1][2] Group 1: Project Overview - The project, known as the Songyuan Hydrogen Energy Industrial Park, officially commenced operations on December 16, 2025, after starting construction in September 2023 with a total investment of 6.946 billion yuan [1] - The first phase of the project includes 800,000 kilowatts of renewable energy generation, comprising 750,000 kilowatts from wind and 50,000 kilowatts from solar [1] Group 2: Technological Innovations - The project employs an innovative technology route that integrates wind and solar power supply, energy storage, efficient hydrogen production systems, and dynamic ammonia synthesis [1] - It has set four world records: largest scale, maximum hydrogen storage capacity, widest load flexibility process, and largest alkaline electrolysis hydrogen production equipment [1] - The project has achieved 100% localization of key core equipment, filling a gap in flexible production of hydrogen and ammonia directly connected to green electricity in China [1] Group 3: Production Capacity and Environmental Impact - Upon completion, the project will have an annual production capacity of 45,000 tons of green hydrogen and 200,000 tons of green ammonia and green methanol, saving approximately 600,000 tons of standard coal and reducing carbon dioxide emissions by 740,000 tons annually [2] - The project facilitates local consumption of green electricity and high-value conversion [2] Group 4: Certifications and Recognition - The project has received the ISCC EU green certification, enabling access to the international green energy market, with products already entering the global green ammonia maritime fuel market [2] - It has been recognized as a national-level demonstration project in multiple categories, including green low-carbon advanced technology and hydrogen energy project pilot [2]

以下文章来源于智光电气股份 ，作者智光储能 智光电气股份 . 集团信息交流发布平台 文 | 智光储能 三期累计规模超1GWh 三期项目均落地于内蒙古通辽霍林郭勒市工业园区， 全部采用智光储能自主研发的构网 型级联高压储能系统 。恰逢国家能源局《促进新能源集成融合发展的指导意见》出台之 际，构网型储能被明确列为新能源并网的"硬指标"。依托内蒙古科尔沁草原丰富的风、光 资源，双方共建起 "风光储荷" 协同的绿色能源生态。 一期项目(创源金属)：完成全球首例构网型级联高压储能联合燃煤机组黑启动试验，成功 入选内蒙古当地优秀储能示范项目。 二期项目(创源科右新能源)：配备7 2台电池集装箱及4台并网舱，具备调频、调峰及黑启 动等全场景电力服务能力。 三期项目(创源科右新能源)：进一步强化"源网荷储"闭环，持续强化区域电网支撑能力。 三期储能建设规模超1GWh，标志着该项目已成为国内用户侧配置构网型储能系统中规模 领先的示范案例，为高耗能企业实现规模化绿电消纳提供了重要基础设施支撑。 2 .构网技术破局绿电直供 硬核实力护航工业用能 在"双碳"目标引 领下，高耗能企业能源转型正迎来重要的突破期。 近日， 内蒙古创源金 ...

Core Insights - The AIDC (Artificial Intelligence Data Center) energy storage market is expected to grow significantly, with a projected compound annual growth rate (CAGR) of 80% from 2025 to 2030, potentially exceeding 100 GWh by 2030 for AIDC and general IDC backup battery markets [1][8] - The shift towards renewable energy sources for powering data centers is driving the development of new energy storage solutions, particularly in the context of AIDC, which requires high reliability and rapid response times [3][5] Group 1: AIDC Energy Storage Market Dynamics - AIDC's core development is driven by a substantial increase in computing power, necessitating higher power server configurations and corresponding adjustments in power supply systems [3][4] - The global demand for high-voltage lithium batteries in data centers is projected to reach approximately 20 GWh by 2026 and exceed 100 GWh by 2030, driven by both new AIDC setups and the transition from lead-acid to lithium batteries in traditional data centers [8][10] - The overall energy storage market, particularly for renewable energy integration, is expected to surpass 300 GWh by 2030, contingent on the successful implementation of green electricity supply models [1][8] Group 2: Technological Innovations and Requirements - AIDC systems require advanced battery technologies, with lithium iron phosphate (LiFePO4) batteries gaining preference over traditional lead-acid batteries due to their safety and longevity [4][11] - The transition to an 800V high-voltage direct current (DC) system is aimed at meeting the high power demands of AIDC servers, reducing current and enhancing safety while simplifying the power supply architecture [6][7] - Current energy storage systems must adapt to meet the stringent reliability and rapid response requirements of data centers, which cannot tolerate even brief power interruptions [5][6] Group 3: Competitive Positioning and Strategic Focus - The company has established a competitive edge through early market entry, technological differentiation, and a global presence, particularly in North America and other regions [11][12] - The focus on a "self-owned brand + integrated service" model allows the company to maintain quality and service capabilities while avoiding price wars that could pressure profit margins [10][12] - Future strategies include enhancing local service teams for better customer engagement, continuous product innovation, and strengthening partnerships within the AIDC ecosystem to maintain a leading position in the market [11][12]

Core Insights - The AIDC (Artificial Intelligence Data Center) market is rapidly evolving, with significant growth expected in the AIDC backup battery market, projected to reach a compound annual growth rate (CAGR) of 80% from 2025 to 2030, potentially exceeding 100 GWh by 2030 [1][2] - AIDC's energy consumption is extremely high, prompting the exploration of renewable energy sources to replace traditional power supplies, leading to the emergence of AIDC配储 (AIDC with energy storage) scenarios [2][4] - The transition from traditional UPS systems to high-power lithium batteries is critical due to the increased power demands of AIDC servers, which can exceed 600 kW [3][6] AIDC配储 Market Dynamics - The AIDC配储 market is characterized by a shift towards renewable energy supply models, requiring advanced energy storage solutions to address the intermittent nature of renewable sources [2][4] - The demand for high-capacity lithium batteries is expected to surge, with projections indicating a need for approximately 20 GWh by 2026 and over 100 GWh by 2030 for data centers [6][7] - The market's growth is contingent on several factors, including the successful application of high-voltage direct current technology and the adoption of green energy policies across different regions [8] Technological Advancements - The shift to an 800V high-voltage direct current system is aimed at meeting the high power requirements of AIDC servers, reducing current and enhancing safety [5][6] - The adoption of lithium iron phosphate (LiFePO4) batteries is gaining traction due to their safety and longevity, positioning them as a preferred choice over traditional lead-acid batteries [3][10] - Solid-state battery technology is on the verge of commercialization, expected to be applied in high-reliability backup scenarios within the next 2 to 3 years [3] Company Positioning and Strategy - The company has established a strong competitive edge through early market entry, technological differentiation, and a global presence, having developed high-voltage lithium battery solutions since 2019 [10][11] - The company’s business model focuses on integrated services rather than solely battery manufacturing, ensuring that production capacity aligns with market demand [9][10] - Future strategies include enhancing global service capabilities, continuous technological innovation, and strengthening partnerships within the AIDC配储 ecosystem to maintain a leading position in the market [11]

Core Viewpoint - The company reported a significant increase in revenue and net profit for the first three quarters of 2025, primarily driven by the consolidation of Yuefeng Environmental and operational improvements in waste management and energy sectors. Financial Performance - For the first nine months of 2025, the company achieved operating revenue of 9.737 billion yuan, an increase of 1.006 billion yuan or 11.52% year-on-year, with the main business revenue reaching 9.477 billion yuan, up 9.70% [21] - The net profit attributable to shareholders was 1.605 billion yuan, an increase of 220 million yuan or 15.85% year-on-year, with a non-recurring net profit of 1.536 billion yuan, up 12.39% [21][3] - The net cash flow from operating activities was 2.662 billion yuan, an increase of 1.319 billion yuan or 98.21% year-on-year, mainly due to the contribution from Yuefeng Environmental and improved accounts receivable collection [22] Business Segments - The solid waste treatment business generated 5.476 billion yuan in revenue, accounting for 57.78% of the main business revenue, with a year-on-year increase of 21.39% [23] - The waste incineration business (excluding engineering and equipment) achieved revenue of 3.843 billion yuan, a year-on-year increase of 43.41%, with net profit rising by 56.07% [24] - The energy business maintained stable revenue at 2.783 billion yuan, while the water supply business saw a slight increase to 714 million yuan [27][28] Strategic Developments - The company completed the acquisition of Yuefeng Environmental in June 2025, enhancing its market position in waste incineration and increasing its operational capacity [6] - The company is focusing on integrating management systems post-acquisition to realize synergies and improve operational efficiency [7][8] - The company is actively exploring opportunities in the "green electricity direct supply" market and has established a power sales company to leverage its green energy resources [16] Sustainability and Innovation - The company has set ambitious carbon neutrality goals, aiming for peak carbon emissions by 2030 and carbon neutrality by 2060, aligning with national strategies [19] - The company emphasizes technological innovation and digital transformation, establishing a research platform to enhance its core technological competitiveness [15] Shareholder Returns - The company has implemented a mid-term dividend distribution plan for 2025, distributing 0.25 yuan per share, reflecting its commitment to returning value to shareholders [20]