Rx 荣续智库 零碳园区自皮书系列 哈尔滨经济技术 开发区 首席研究员 刘瀚阳 CFA ESG证书:103397250 高级注册ESG分析师:23RZQLKC001159A 人工智能ESG分析师: IITCPXDZJD25001252 任职于中国检验认证集团北京有限公司, 同时兼任上海环境能源交易所碳排放交 易员、安徽省零碳协会特聘专家、同济 大学经管学院外聘讲师、全国工商联现 代服务业专业人才库成员、联合国可持 续发展ESG高级策略顾问等职。 寒地松江畔,振兴潮正涌。作为东北老工业基地转型升级的排头兵,哈尔 滨经济技术开发区始终以实体经济为根基，以科技创新为引擎，在高质量 发展的征程上步履铿锵。 当"双碳"目标成为国家战略的重要坐标,哈经开区主动肩负时代使命, 将零碳转型与产业升级深度融合,在这片充满创新活力的土地上,书写绿 色发展的全新篇章。从航空装备的蓝天翱翔到低空经济的吨级突破,从数 字工厂的智能迭代到生物医药的全球拓展,哈经开区的产业振兴之路,始 终贯穿着转型提质的坚定追求。分布式光伏照亮生产车间，工业余热温暖 万家灯火，循环经济让资源高效流转,新型电力系统筑牢能源根基。这不 仅是对生态责任的践行， ...

Core Viewpoint - The city of Binzhou has made significant progress in energy conservation and carbon reduction during the "14th Five-Year Plan" period, achieving a 35% reduction in energy consumption per unit of GDP, exceeding the provincial target of 24% [1] Group 1: Policy Framework and Management - The city has established a comprehensive energy conservation management system through various policy documents, including the "14th Five-Year Green Low-Carbon Circular Development Implementation Plan" and the "Three-Year Action Plan for Energy Conservation and Emission Reduction (2023-2025)" [2] - Innovative mechanisms have been introduced, such as the energy rights market trading reform, to optimize resource allocation and prioritize energy needs for high-quality projects [2] - Responsibilities for energy consumption control have been clearly defined, with a robust evaluation mechanism to ensure accountability [2] Group 2: Energy Structure Optimization - The city is advancing its carbon peak action plan with the implementation of the "Ten Major Projects for Carbon Peak," including the establishment of zero-carbon parks [3] - The renewable energy sector is being expanded, focusing on wind and solar power, with significant projects like the development of a 5GW photovoltaic support project [3] - Seven projects have been recognized as demonstration projects for geothermal energy in Shandong Province, enhancing the utilization of clean energy [3] Group 3: Industrial and Building Energy Efficiency - The city is accelerating the green transformation of industries, aiming to cultivate 31 national-level green factories and 76 provincial-level green manufacturing units by the end of 2025 [4] - New urban buildings are required to meet green building standards, with notable projects like the smart grain storage facility receiving recognition [4] - Public institutions are being showcased as models for energy conservation, with numerous national and provincial-level designations achieved [4] Group 4: Circular Economy Development - A circular economy framework is being established, supported by policies aimed at enhancing waste recycling systems [5] - Industrial parks are encouraged to undergo circular transformation, with all ten parks completing the process and passing inspections [5] - The city is promoting large-scale equipment upgrades and consumer product exchanges, with significant funding support for energy-saving projects [6] Group 5: Process Control and Efficiency Enhancement - Strict energy-saving review systems are in place to control energy consumption from the project's inception, with 629 projects reviewed since the start of the "14th Five-Year Plan" [7] - Comprehensive energy-saving supervision is being implemented for 187 projects to ensure effective energy-saving measures [7] - Public awareness campaigns are being conducted to promote energy conservation and low-carbon lifestyles [7]

Group 1 - The core message emphasizes the importance of promoting winter wheat management, county-specific industries, and ecological protection in Henan province, aligning with the directives from the central government and provincial leadership [2] - Recent snowfall in the province has created favorable conditions for wheat to survive winter and promote early growth in spring, highlighting the need for targeted management strategies for different wheat growth stages [2] - The focus on developing industrialized and value-added agricultural products aims to enhance the economic development of counties, ensuring that more benefits from industry growth are retained by farmers [4] Group 2 - The initiative to strengthen ecological protection and resource utilization in the watershed areas is crucial for maintaining water source safety, with an emphasis on integrated environmental governance [4] - The call for increased investment in research and development within the technology sector aims to enhance competitiveness and promote sustainable, high-quality development [4] - The importance of ensuring safety in production, transportation, and supply stability as the Spring Festival approaches is highlighted, along with the need for community support for vulnerable populations [5]

该报告指出，围绕"十五五"时期的目标任务，2026年，江西将着力在长江大保护、节能降碳、构建绿色 低碳循环发展经济体系、全域生态产品价值实现、生态文明体制改革、生态文化建设上取得新成效，奋 力谱写打造美丽中国"江西样板"新篇章。(完) 该报告指出，"十四五"时期，江西体制机制改革实现重大突破，集体林权制度改革领跑全国，国家林长 制督查考核连续4年优秀，率先探索自然资源组合供应，山水林田湖草沙保护修复、生态保护补偿、农 村宅改、绿色金融、生态司法等42项改革举措和经验做法在全国推广。江西生产生活方式转入绿色轨 道，可再生能源装机占比过半，建成相对完备的锂电、光伏等新能源产业链，电子信息、有色金属产业 突破万亿元规模，国家级绿色园区数量位居全国第5。 "十四五"时期，江西生态环境质量持续巩固提升，生态质量指数稳居全国前列，长江干流10个断面连续 8年、赣江干流33个断面连续5年保持Ⅱ类水质，国务院实行最严格水资源管理制度考核连续7年优秀。 森林覆盖率居全国第2，世界地质公园数量与河南省并列全国第1，城市建成区园林绿化覆盖率、绿地率 均居全国第2。 其中，2025年，江西全面加强生态保护修复，成功申报长江重点生态区 ...

Core Insights - Qinghai Salt Lake Industry Co., Ltd. has achieved significant growth during the 14th Five-Year Plan, stabilizing potassium fertilizer production at 5 million tons per year, capturing 70% of the domestic market share, and increasing lithium production capacity from over 20,000 tons to 80,000 tons annually [1][6][18] - The company has invested over 700 million yuan in R&D, leading to numerous innovations and a notable reduction in water resource consumption, while enhancing the application of green electricity [1][6][18] Strategic Alignment - The company aligns its resource endowment with national missions, focusing on the comprehensive development of salt lake resources, particularly in potassium, lithium, magnesium, sodium, and rare elements [2][6] - A strategic restructuring initiated in 2021 has led to a diversified industrial ecosystem, moving beyond traditional potassium fertilizer production to include lithium, magnesium, sodium, and ecological tourism [2][6] Financial Performance - In 2022, the company achieved a revenue of over 30 billion yuan, marking a year-on-year increase of 108.06%, with an average annual revenue exceeding 20 billion yuan during the 14th Five-Year Plan [6][18] - By the third quarter of 2025, the company reported a 34.81% increase in revenue and a 113.97% increase in net profit attributable to shareholders, alongside a 40.88% reduction in management expenses [6][18] Product Development - The company has successfully expanded its potassium fertilizer market, delivering over 20 million tons of high-quality potassium fertilizer nationwide from 2021 to 2024 [7] - Lithium production has surged, with carbonate lithium output increasing from 22,700 tons in 2021 to a projected 40,000 tons in 2024, contributing significantly to the company's revenue [7][10] Innovation and Technology - The company has established a comprehensive R&D system, investing over 700 million yuan and filing over 540 patents, making it a leader in potassium fertilizer production technology [9][10] - Innovations include a new lithium extraction technology achieving 99.80% purity for battery-grade lithium carbonate, and the integration of digital and intelligent systems into production processes [10][12] Environmental Sustainability - The company emphasizes green development, reducing freshwater consumption from 600 cubic meters per ton to 450 cubic meters per ton through innovative projects [14][16] - The integration of ecological tourism with industrial operations has led to the establishment of a national AAAA-level tourist attraction, demonstrating the coexistence of resource development and ecological preservation [17][18]

Core Viewpoint - The development of a circular economy is a significant strategy for promoting high-quality economic and social development in China, with the Circular Economy Promotion Law playing a crucial role since its implementation in 2009 [1] Group 1: Implementation and Achievements - The enforcement inspection conducted from July to October this year highlighted that the Circular Economy Promotion Law has effectively improved resource utilization efficiency and achieved notable results in the development of the circular economy across the country [1] - In Fuzhou, the Hongmiao Ridge Circular Economy Ecological Industrial Park has transformed from a "garbage mountain" into an ecological park, processing over 4,500 tons of household waste daily, saving over 310,000 tons of standard coal and reducing carbon dioxide emissions by 770,000 tons annually [1] Group 2: Challenges and Recommendations - The enforcement inspection team identified ongoing issues such as a focus on development over circular practices, insufficient motivation for energy-saving renovations and green procurement, and a lack of awareness regarding green consumption, leading to continued growth in single-use products and waste [2] - Recommendations include promoting resource-saving and recycling practices, reducing pollutant generation and greenhouse gas emissions, and enhancing public education on circular economy concepts [2] Group 3: Resource Recovery and Utilization - The establishment of China Resource Recycling Group Co., Ltd. in October 2024 aims to enhance resource recycling and utilization, with the enforcement inspection team assessing the construction of resource recovery platforms and the challenges faced in implementing the Circular Economy Promotion Law [2] - The law encourages the development of waste recovery systems, with local governments required to plan waste recovery points and support enterprises in waste collection, storage, and transportation [2] Group 4: Industry Development and Future Outlook - China has begun to establish the world's largest and most comprehensive resource recovery and recycling system, with recommendations to create a comprehensive, efficient, and orderly waste recycling system and to develop new models like "Internet + Recycling" [3] - The resource utilization level is steadily improving, with significant capabilities in recycling and reusing waste electrical and electronic products, exemplified by a company in Tianjin that processes nearly 10 million tons of renewable resources annually [3] - The total output value of the resource recycling industry in China is expected to exceed 4 trillion yuan in 2024, with over 35 million people employed in the sector [4]

Core Viewpoint - The successful opening of the new road in Beijing's Xicheng District addresses traffic congestion and enhances safety and convenience for local residents and students, showcasing innovative construction techniques and multi-department collaboration [1][2]. Group 1: Project Overview - The new road construction has effectively connected the previously isolated Sanlihe South Second Lane, creating a circular road network that alleviates traffic flow in the area [1][2]. - The project was initiated to improve urban infrastructure, enhance public transportation, and elevate ecological quality, reflecting the government's commitment to addressing urban mobility challenges [2]. Group 2: Technical Innovations - The project employs a linear air membrane engineering technique, which is the first of its kind in municipal road construction in the city, demonstrating significant potential for future applications [2]. - The air membrane covers an area of 3,505 square meters and incorporates advanced technology to ensure safety, environmental protection, and efficiency during construction [2][3]. Group 3: Environmental and Social Impact - The road's completion has led to improved municipal services, including upgraded water supply and drainage systems, enhancing the area's infrastructure capacity [1]. - The project has created a safer and more efficient commuting route for students and residents, significantly reducing travel time and safety risks [1][2].

Core Viewpoint - The successful opening of the new road in Beijing's Xicheng District addresses traffic congestion and enhances safety and convenience for local residents and students, showcasing innovative construction techniques and multi-department collaboration [1][2]. Group 1: Project Overview - The new road construction has effectively connected the previously isolated Sanlihe South Second Lane, creating a circular road network that alleviates traffic flow in the area [1][2]. - The project was initiated in response to high travel demand in the Sanlihe area, which is characterized by old residential communities and Beijing No. 44 Middle School [2]. Group 2: Technical Innovations - The project is notable for being the first in the city to utilize linear air dome technology for road construction, which addresses environmental challenges during construction [2]. - The linear air dome covers an area of 3,505 square meters and incorporates multiple technological breakthroughs to achieve safety, environmental protection, and efficiency [2][3]. Group 3: Environmental and Safety Measures - The project employs a "sandbox mold" foundation design that enhances wind resistance and stability, and utilizes prefabricated components for quick assembly and reusability [3]. - Dust reduction measures include a dust filtration system that decreases dust emissions by over 90%, while noise levels are reduced by 15 decibels through soundproofing techniques [3].

Group 1 - The core idea emphasizes the importance of green development as a foundation for high-quality growth in Kunming, aligning with the ecological civilization thought of Xi Jinping [1][2] - The city aims to accelerate the transition to a green low-carbon economy, enhancing its ecological advantages to boost tourism and bio-industry development [2][3] - The focus is on integrating ecological protection with economic development, promoting green production and lifestyle to create new economic growth points [2][3] Group 2 - The strategy includes a comprehensive approach to environmental protection, targeting pollution control and improving ecological quality across all regions [2] - There is a commitment to building a beautiful China by promoting green lifestyles and enhancing the quality of life for citizens through sustainable practices [3] - The long-term goal is to transform ecological advantages into developmental strengths, ensuring that green becomes a prominent theme in urban development [3]

Group 1 - The "Comprehensive Solid Waste Management Action Plan" aims for significant improvements in solid waste management by 2030, including controlling historical waste stockpiles and achieving a comprehensive utilization of 4.5 billion tons of major solid waste annually [1] - The plan signals a strong commitment to ecological civilization and green, low-carbon development, indicating a systematic approach to environmental governance [1] - The solid waste treatment industry is expected to reach a market size of 1.3 trillion yuan by 2030, driven by national policies and technological innovations [1] Group 2 - Companies in the industry are actively positioning themselves, with examples including Fujian South Road Machinery Co., which offers a full chain of products for resource recycling in major infrastructure projects [2] - Zhuzhou Smelter Group's zinc smelting project integrates solid waste treatment, enhancing the recycling of waste generated during the smelting process [2] - Companies are focusing on technological innovation and expanding their service capabilities across the entire solid waste management chain, from collection to resource recovery, to improve market competitiveness and resilience [2]