10月9日，工信部发布《关于开展2025年度绿色工厂推荐工作的通知》。为进一步突出 节能降碳导向，巩固提升产业绿色竞争力，本年度绿色工厂重点支持53个重点行业的企业。 属于重点行业的企业登录管理平台按照相应行业要求进行自评价，不属于重点行业的企业登 录管理平台依据通则进行自评价。 为贯彻落实《制造业绿色低碳发展行动方案（2025—2027年）》，实施绿色制造标杆升 级行动，根据《绿色工厂梯度培育及管理暂行办法》（以下简称《办法》），现组织开展 2025年度绿色工厂推荐工作。有关事项通知如下： 一、总体要求 本年度推荐工作包括绿色工厂、绿色工业园区，满足《办法》有关要求的企业或园区按 照自愿的原则，对照新的评价要求（相关指标要求见附件1、2）进行自评价。省级工业和信 息化主管部门按照"优中选优、宁缺毋滥"的原则进行遴选，推荐的企业或园区原则上不低于 本地区已有国家绿色工厂、绿色工业园区的平均水平。 工业和信息化部办公厅关于开展2025年度绿色工厂推荐工作的通知 工信厅节函〔2025〕390号 各省、自治区、直辖市及计划单列市、新疆生产建设兵团工业和信息化主管部门： 省级工业和信息化主管部门组织企业、园区登录工业 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：003035 证券简称：南网能源公告编号：2025-050 南方电网综合能源股份有限公司 关于控股股东全资子公司增持计划实施完毕的公告 控股股东全资子公司南方电网资本控股有限公司保证向本公司提供的信息内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 一、增持主体的基本情况 1、增持主体：南方电网资本控股有限公司 2、增持主体已持有公司股份的数量、占公司总股本的比例：本次增持计划实施前，控股股东南方电网 公司持有公司1,530,000,000股，占公司已发行总股本的40.39%，南网资本未持有公司股份。 3、公司于2025年4月9日在巨潮资讯网（http://www.cninfo.com.cn）上披露了《关于控股股东全资子公司 增持股份计划的公告》（公告编号：2025-018），南方电网公司拟通过其全资子公司南网资本增持公司 股份。 4、南方电网公司、南网资本及其一致行动人在公司披露增持计划公告前6个月内未减持公司股票。 二、增持计划的主要内容 1、本次增持股份的目的：南方电网公司基于对公司长期投资价值的认可以及公司从综合能源向"综合能 源 ...

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has initiated the 2025 Green Factory Recommendation Work to enhance energy conservation and carbon reduction, focusing on 53 key industries to improve the green competitiveness of enterprises [1][5]. Group 1: Overall Requirements - The recommendation work includes both green factories and green industrial parks, with enterprises or parks voluntarily conducting self-evaluations based on new evaluation criteria [5][6]. - Provincial industrial and information departments will select enterprises or parks that meet the requirements, ensuring that recommended entities are at least at the average level of existing national green factories and parks in their regions [5][6]. Group 2: Specific Requirements - New applicants for national green factories and parks must register on the Industrial Energy Conservation and Green Development Management Platform and complete self-evaluations without needing third-party evaluation reports [6][7]. - Existing national green factories and parks are required to conduct self-evaluations against new criteria, with those scoring in the bottom 5% for three consecutive years being removed from the list [6][7]. Group 3: Work Requirements - Provincial departments must ensure the authenticity and accuracy of data and supporting materials submitted by enterprises or parks, with a deadline for submission set for November 7, 2025 [7]. - The MIIT will review the recommended lists and publicize the final list of 2025 green factories and parks, with penalties for any falsification of data [7]. Group 4: Key Industries - The 53 key industries supported in this initiative include sectors such as steel, petrochemicals, non-ferrous metals, building materials, machinery, light industry, textiles, and electronics [14][15][16][17][18][19][20].

近日，在海南儋州洋浦峨蔓风电场，风车迎风转动，正源源不断地输送"绿电"，助力海南清洁能源岛建 设。不仅如此，当地还将风电场与周边旅游资源串联起来，形成一道独特的风景线，在推动节能降碳的同 时，促进了旅游业发展。海南日报全媒体记者 张茂 摄 ...

"三废"上回收利用。化工企业生产过程中难免伴随"三废"产生，如何吃掉"三废"?答案就是回收利用。 潞安化工和山西坤源化工有限公司在废渣回收利用上的合作就是一个典型的案例。潞安化工煤基清洁能 源公司将年产180万吨煤制油项目产生的气化炉煤渣，转化为煤基固废充填材料，目前已销售1.4万余 吨，实现了变废为宝；在同一园区的坤源化工，每年消纳潞安化工排放的粉煤灰、炉渣等固废超10万 吨，用于生产净化材料聚合氯化铝，既解决了废渣处理难题，又减少了碳排放，还通过聚合氯化铝实现 了废水回用，可谓一举三得。 由此可见，原料、燃料、"三废"就像丝线，深耕细节的"绣花功夫"就像针法。只要把每个环节做细做 透，把每根丝线紧密交织，就能绣出一幅节能降碳的绿色发展图景，企业的绿色发展成效就能真正落地 生根。 提到化工企业节能降碳，"大投入、大动作"似乎成了"真作为"的代名词。但笔者认为，只要在原料、燃 料、"三废"上下足"绣花功夫"，就能取得节能降碳大成效。 原料上精打细算。煤化工企业用煤量大，原料环节作为能源消耗与碳排放的核心端口，精打细算正是节 能减碳的重要突破口。潞安化工寿阳有限责任公司作为煤制乙二醇企业，2025年1至8月副产 ...

Investment Rating - The investment rating for the building materials industry is "Positive" (maintained) [1] Core Viewpoints - The Ministry of Industry and Information Technology and five other departments have jointly issued the "Building Materials Industry Steady Growth Work Plan (2025-2026)", which aims to stabilize growth and promote transformation. Key goals include achieving over 300 billion yuan in revenue from green building materials by 2026 and establishing "zero external electricity, zero carbon emissions" demonstration factories [3][4] - The report recommends several companies in the consumer building materials sector, including Sankeshu (channel penetration and retail expansion), Dongfang Yuhong (waterproof leader with optimized operational structure), Weixing New Materials (high-quality operations with a high retail business ratio), and Jianlang Hardware. Beneficiary stocks include Beixin Building Materials (gypsum board leader with diversified expansion into coatings and waterproof sectors) [3][4] - The cement sector is expected to benefit from the "Energy Saving and Carbon Reduction Special Action Plan" issued by the National Development and Reform Commission, which aims to control cement clinker capacity at around 1.8 billion tons by the end of 2025 [3][4] Summary by Sections Market Overview - The building materials index fell by 2.11% in the week from September 22 to September 26, 2025, underperforming the CSI 300 index by 3.18 percentage points. Over the past three months, the CSI 300 index rose by 13.80%, while the building materials index increased by 10.96%, underperforming by 2.84 percentage points [4][11] - The average PE ratio for the building materials sector is 28.92 times, ranking it 15th from the bottom among all A-share industries, while the PB ratio is 1.32 times, ranking it 8th from the bottom [17][21] Cement Sector - As of September 26, 2025, the average price of P.O42.5 bulk cement nationwide was 287.55 yuan/ton, an increase of 3.06% month-on-month. The clinker inventory ratio reached 70.17%, up by 5.06 percentage points [22][23] - Regional price trends show increases in various areas, with the highest increase in the southwest region at 7.67% [22][23] Glass Sector - The spot price of float glass as of September 26, 2025, was 1283.80 yuan/ton, up by 6.19% from the previous period. The inventory of float glass decreased by 2.60%, with a total of 53.29 million weight boxes [73][75] - The price of photovoltaic glass remained stable at 125.00 yuan/weight box [77] Fiberglass Sector - The market price for non-alkali 2400tex direct yarn ranges from 3400 to 4000 yuan/ton, with variations depending on the region and specific product type [6][4] Consumer Building Materials - As of September 26, 2025, the price of crude oil was 72.09 USD/barrel, showing a week-on-week increase of 7.76%. The price of asphalt remained stable at 4570 yuan/ton [6][4]

Group 1: Wind Power Industry Development - In the first half of 2025, China's newly installed wind power capacity reached 51.39 million kW, a year-on-year increase of 98.9% [3] - By the end of June 2025, the cumulative installed wind power capacity in China was 573 million kW, representing a year-on-year growth of 22.7%, accounting for 15.7% of the total grid-installed capacity [3] - The cumulative wind power generation in the first half of 2025 was 588 billion kWh, up 15.6% year-on-year, with an average utilization hour of 1,087 hours and an average utilization rate of 93.2% [3] Group 2: Company Financial Performance - In the first half of 2025, the company achieved operating revenue of 28.537 billion yuan, with a comprehensive gross margin of 15.35% [4] - Revenue from the wind turbine and components sales segment was 21.852 billion yuan, accounting for 76.58% of total revenue, with a gross margin of 7.97% [4] - The wind farm development segment generated revenue of 3.172 billion yuan, representing 11.12% of total revenue, with a gross margin of 57.47% [4] - The wind power service segment's revenue was 2.896 billion yuan, making up 10.14% of total revenue, with a gross margin of 22.48% [4] Group 3: Energy Storage Business Development - In the first half of 2025, the company saw a 99% year-on-year increase in domestic energy storage orders [4] - The GoldBlock L200 and GoldBlock L700 energy storage products achieved significant breakthroughs in orders and shipments [4] - The company's energy storage system after-sales service received a five-star certification from NECAS and a seven-star certification from CTEAS, indicating industry-leading service levels [4] Group 4: Carbon Reduction Initiatives - The company has implemented over 50 energy-saving and carbon reduction measures, including new water plants, photovoltaic construction at wind farms, and precise aeration [4] - These measures are expected to reduce electricity consumption by approximately 6.55 million kWh annually and decrease carbon emissions by about 3,949 tons per year [4] Group 5: Wind Turbine Recycling Progress - The company has established a nationwide recycling network for wind turbines and initiated the development of the GWBD-A recyclable blade, which has over 97% recyclable material [4] - The blade has completed all functional tests and is ready for mass production, addressing the challenges of blade recycling [4]

Core Viewpoint - The article discusses the public tender for the Jincheng Urban Public Transport Energy Saving and Carbon Reduction Transformation Project, which includes the procurement of 260 new electric buses and the retrofitting of 90 existing buses, along with the construction of charging stations, with a total investment of approximately 294 million yuan [1][3]. Group 1: Project Overview - The project aims to achieve energy saving and carbon reduction goals, promoting a green and low-carbon transformation in the transportation sector [3]. - The project includes the purchase of 260 pure electric buses and the retrofitting of 90 buses' power batteries, along with the construction of 30 charging stations and 480 charging piles [1][3]. - The total investment for the project is approximately 294 million yuan, with a construction period of three years [1][3]. Group 2: Tender Conditions - The tender is organized by Jincheng Public Transport Co., Ltd., with 100% of the funding sourced from government finances [2]. - The project has met the necessary conditions for tendering and is now open for public bidding [2]. Group 3: Tender Scope and Requirements - The tender includes the procurement of 20 units of 5.99-meter electric buses, 57 units of 8.5-meter electric buses, and 2 units of 10.5-meter double-decker electric buses [4]. - Bidders must be registered in the People's Republic of China and possess independent legal status, capable of providing the required products and services [6]. - Joint bids are not accepted for this tender [8]. Group 4: Submission and Opening of Bids - The deadline for submitting bids is set for October 22, 2025, at 09:00, with the opening of bids occurring at the same time and location [13]. - Bidders must submit electronic documents through the designated public resource trading platform and provide physical copies at the specified location [13]. - A bid security of 300,000 yuan is required for participation in the tender [11].

Group 1 - The core idea emphasizes that energy-saving and carbon reduction in the chemical industry can be achieved through manageable "small steps" rather than large-scale projects [1][2] - Technological upgrades are crucial for implementing these small steps effectively, often requiring only minor modifications to existing equipment [1] - For example, the addition of an oil scraper ring to compressors at Lu'an Chemical Fengxi Group's Linyi branch has led to a reduction of over 2 tons of lubricating oil consumption monthly [1] Group 2 - Technological upgrades also facilitate better emissions management, providing data-driven approaches to carbon reduction [1][2] - Lu'an Chemical Fengxi Group's Wenxi Fertilizer branch has implemented a waste heat recovery project that recycles 120°C waste gas, resulting in a reduction of 5,400 tons of CO2 emissions annually and saving 30,000 cubic meters of water [1] - The company has demonstrated that small adjustments in production processes can yield significant energy savings and emissions reductions, as seen in the sulfuric ammonium recovery process [2]

Group 1 - The core idea emphasizes that energy-saving and carbon reduction in the chemical industry can be achieved through manageable "small steps" rather than large-scale projects [1][2] - Technological upgrades are crucial for implementing these small steps effectively, often requiring only minor modifications to existing equipment [1] - For instance, the addition of an oil scraper ring to compressors at Lu'an Chemical Fengxi Group's Linyi branch has led to a reduction of over 2 tons of lubricating oil consumption monthly [1] Group 2 - Technological upgrades also facilitate measurable carbon reduction, transforming vague goals into data-driven actions [1][2] - The implementation of a waste heat recovery project at Lu'an Chemical Fengxi Group's Wenxi Fertilizer branch has resulted in a reduction of 5,400 tons of CO2 emissions annually and saved 30,000 cubic meters of water [1] - The chemical production process is interconnected, where small adjustments in one segment can lead to significant energy savings across the board [2] Group 3 - An example of effective technological upgrade is the replacement of direct injection disturbance technology with a patented circumferential tangential disturbance technology, which increased ammonium sulfate production by 916 tons annually while reducing SO2 and particulate emissions by 108 tons [2] - The overall message is that energy-saving and carbon reduction efforts do not need to be overwhelming; instead, they can be systematically approached through technological improvements [2] - The value of technological upgrades lies in breaking down large goals into actionable steps, making energy-saving and carbon reduction a routine part of operations [2]