7 月初， 中国政府首次为 " 零碳园区 " 这一概念划定了国家级标准，为那些寻求官方 " 零碳 " 认证的工业园区，设置了明确且严苛的申请门槛。 摘要 锂电产业绿色转型新标杆出现。 这并非一项覆盖所有园区的强制性规定，而是一份高标准的 " 申请指南 " ，旨在筛选和树立一批 深度脱碳的示范项目。 除此之外的电力，则需按照全国化石能源电力排放因子（ 0.8325kgCO₂/kWh ）计算。 这份指南的核心指标堪称严苛。对于申请认证的园区，若年能耗超过 20 万吨标准煤，其单位综合 能耗的碳排放须低于 0.2 吨。这是一个极具挑战性的数字。 1 吨标准煤完全燃烧的碳排量约为 2.6 吨，这意味着申请者约 92% 以上的能源必须来自无碳来 源。 在此之前，一场自下而上的零碳实践已在中国最具活力的锂电行业展开。将 " 零碳工厂 " 作为运 营目标，已成为一种普遍趋势。 其中，行业龙头企业宁德时代表现突出，截至 2024 年底已基于国际标准（如 PAS 2060 ）建成 了 9 座 " 零碳 " 工厂。同样，远景科技等众多企业也积极布局，普遍 通过 屋顶光伏、绿电采 用 和数字化能源管理等手段推进零碳进程。 如今，国 ...

6月11日-13日，第十八届（2025）国际太阳能光伏与智慧能源（上海）大会暨展览会（SNEC PV+ 2025）于在国家会展中心（上海）举行。开展首日，TCL 中环携210单晶硅棒及系列硅片产品、全新一代BC技术组件产品及多款高效率、高功率BC及TOPCon技术组件产品亮相，并于展会期间推出轻质组件"概念 产品"及防积灰系列新品。 电池组件板块，TCL中环展出的BC技术组件产品最大功率高达680W，最高效率高达25.2%，TOPCon技术组件产品最大功率高达750W，最高效率高达 24.14%；此外，TCL中环于SNEC现场联合蓝思科技共同推出轻质组件"概念产品"。2024年下半年以来，TCL中环持续推进组件业务在技术、制造、产品、 品牌、市场等多个环节升级，当前已构建起涵盖BC、TOPCon、半片、叠瓦等多种技术路线的多元化布局，为客户提供更高效、更可靠、更具价值的全场景 应用解决方案。 随着海外市场准入的标准提高，ESG能力已从企业的"成本项"转变为关键的竞争优势和战略资产。长期以来，TCL中环始终秉持"为人类奉献蓝天和白云"的 绿色生态理念，推动可持续发展水平全面提升，以实际行动引领全球绿色能源产业的 ...

证券研究报告 行业研究 [Table_ReportType] 行业周报 [Table_StockAndRank] ESG 投资评级 —— 上次评级 —— 欧盟委员会提出《欧洲气候法》修订案，设定 2040 年减排目标 [Table_Industry] ESG 周报 [Table_ReportDate] 2025 年 07 月 05 日 [Table_Author] [Table_Author] 左前明 能源行业首席分析师 执业编号：S1500518070001 联系电话：010-83326712 邮 箱：zuoqianming@cindasc.com 郭雪 环保联席首席分析师 执业编号：S1500525030002 邮 箱：guoxue @cindasc.com 吴柏莹 环保行业分析师 执业编号：S1500524100001 邮 箱：wuboying@cindasc.com 信达证券股份有限公司 CINDA SECURITIES CO.,LTD 北京市西城区宣武门西大街甲127号金隅大厦 B座 邮编：100031 [Table_Title] 欧盟委员会提出《欧洲气候法》修订案，设定 2040 年减排目标 [T ...

倒计时13天 2025第五届起点两轮车换电大会 及轻型动力电池技术高峰论坛 活动主题： 换电之城 智慧两轮 主办单位： 起点锂电、起点钠电、起点两轮车及换电 活动时间： 2025年7月10-11日 活动地点： 深圳宝安登喜路国际酒店2楼国际厅 活动赞助/演讲/合作单位： 雅迪科技集团/台铃集团/新日股份/菜鸟集团/嘟嘟换电/司马出行/河豚换电/派能科技/创明新能源/多氟多/博力威/睿恩新能源/诺达智 慧能源/时代瑞象/优旦科技/逸飞激光/盾创科技/博观科技/尚闻科技/威胜能源/兆科动力/中国钠电/比克电池/鹏辉能源/蓝京新能源/亿纬锂能/星恒电源/先导智 能/小安科技/鑫晟达/精锐精密等 首个储能为主的零碳工厂迎来喜讯。 起点锂电获悉， 6 月 26 日上午 宁德时代肇庆工厂 瑞庆时代 二阶段 产品下线 仪式 举行 ，首批锂电池集装箱产品问世。 产品下线代表 宁德时代与肇庆 市的合作大大深化，也代表广东省 首个涵盖从电芯 到 系统集成全链条 的 储能产业基地 正式运营。 起点锂电此前报道称， 瑞庆时代 2021 年 2 月落户肇庆，开工后 半年 50 万平方米厂房 拔地而起 ， 14 个月 后一阶段 即投产， ...

Core Insights - The article highlights the advanced automation and high technical content involved in the battery assembly process at the Shandong Times New Energy Battery Production Base, which is a strategic project by CATL in northern China [1][2] - The facility is designed to be a "lighthouse + zero-carbon factory," emphasizing high levels of digitalization and intelligence, with over 90% utilization of domestic equipment [1] Group 1: Project Overview - The Shandong Times New Energy Battery Production Base has a total scale of 160GWh and aims to produce the world's most advanced energy storage and power batteries, making it the largest new energy battery base in northern China [1] - The project is being constructed in three phases, with the first phase having a scale of 60GWh and a total building area of 512,000 square meters [2] - The first production line has already commenced operations, with the first batch of products officially launched on May 10, and the second and third production lines expected to be operational by the end of July [2] Group 2: Sustainability and Recycling - The facility incorporates a circular economy concept throughout the entire lifecycle management of batteries, from usage to disposal and recycling [2] - CATL has achieved a nickel extraction rate of over 90% from waste batteries, positioning the company as a global leader in this technology [2] - The project is expected to create over 7,000 jobs upon full production [2]

Core Viewpoint - The concept of "zero-carbon parks" has gained momentum since its introduction at the Central Economic Work Conference at the end of 2024, leading to various regions in China, such as Guangxi, Yunnan, and Fujian, incorporating zero-carbon park construction into their government work reports [4] Group 1: Zero-Carbon Park and Factory Development - Multiple regions are initiating the construction of zero-carbon parks, with Wuxi launching a three-year action plan for zero-carbon park development [2] - The construction of zero-carbon factories is seen as essential for industrial green transformation and a new engine for high-quality development [2][3] - As of the end of 2024, China has established 6,429 national-level green factories and 491 green industrial parks, promoting over 16,000 provincial and municipal green factories [3] Group 2: Cost and Technical Challenges - The cost of zero-carbon factories is influenced by various factors, including initial investment in renewable energy facilities and new technologies like carbon capture and storage (CCS) [5] - Investment in small to medium-sized zero-carbon factories can range from tens of millions to billions, while large-scale zero-carbon industrial parks can reach hundreds of billions or even trillions [5] - There are significant barriers between zero-carbon technology suppliers and factory owners, leading to low efficiency in technology matching and difficulties in commercial cooperation [5] Group 3: Standardization and Policy Support - The lack of unified industry standards poses a challenge for the widespread adoption of zero-carbon initiatives, resulting in inefficient procurement and integration processes [6] - Companies often lack systematic zero-carbon construction plans, leading to a "trial and error" cycle that increases costs and resource consumption [6] - There is a need for authoritative technical guidance and clearer policy understanding to facilitate the transition to zero-carbon factories [7] Group 4: Collaborative Efforts and Future Initiatives - The FCE2025 China Factory Exhibition, scheduled for September 15-17, 2025, aims to promote green manufacturing and industrial low-carbon upgrades through various activities [7] - The construction of green and zero-carbon factories should involve collaboration across the entire industry chain, emphasizing the importance of a platform for technical exchange and cooperation [7]

Core Insights - TCL Zhonghuan emerged as a focal point at the SNEC PV + 2025 conference, showcasing innovative products and concepts that invigorate global energy transition [1] Group 1: Innovation and Technology - TCL Zhonghuan positions itself as a technological pioneer in the photovoltaic industry, emphasizing innovation as the core driver of its development [2] - The company showcased 210 monocrystalline silicon rods and a series of silicon wafer products, breaking the limitations of the 8-inch wafer size that had dominated the industry for nearly a decade [2] - The 210 series products are becoming mainstream due to their advantages in production efficiency and photovoltaic conversion efficiency, aligning with market demand for high-power, high-efficiency, and low-cost products [2] - In the battery component sector, TCL Zhonghuan presented BC technology components with a maximum power of 680W and an efficiency of 25.2%, while TOPCon technology components reached 750W and 24.14% efficiency [4] Group 2: ESG and Sustainability - TCL Zhonghuan adheres to a green ecological philosophy, aiming to enhance sustainable development levels amid increasing global emphasis on sustainability [6] - The company hosted a roundtable dialogue on "Drawing a Zero Carbon Blueprint for a Sustainable Future" and launched a zero-carbon factory project during the exhibition [8] - The strategic investment center head stated that the new strategy will transition the company from a single manufacturing model to a composite function model of "new energy production + sales," enhancing its sustainable competitive advantage [8] - TCL Zhonghuan aims to integrate ESG deeply into its global market strategy, viewing it as essential for sustainable and responsible globalization [8] - The company plans to leverage the zero-carbon factory project to promote a digital platform for carbon reduction management, collaborating with governments and professional institutions to create replicable and scalable zero-carbon solutions [8]

5月30日，珠海冠宇发布两则重要公告，向市场进一步披露近期布局。 据"关于收到上汽大众定点通知的自愿性披露公告"显示， 珠海冠宇于近日收到上汽大众的定点通知，将为其开发和供应汽车低压锂电池，具 体产品供应时间、价格以及供应量以最终签订的供应协议及销售订单为准。 汽车低压锂电池业务是珠海冠宇优势项目和差异化竞争的核心业务，经过前期的投入与深耕，其汽车低压锂电池产品已通过多家车企的体系审 核，先后获得上汽、智己、GM、捷豹路虎、理想、奇瑞、广汽、吉利、Stellantis、奔驰、蔚来等众多国内外头部车企的定点，目前已经陆 续量产供货。 据"关于投资项目建设内容变更公告"显示，珠海冠宇将调整位于重庆市万盛经济技术开发区的高性能新型锂离子电池项目。 该项目于2022年3月披露，原计划由浙江冠宇总投资人民币40 亿元，建设6条高性能新型锂离子电池智能化生产线，形成年产15GWh高性能 新型锂离子电池产能规模。项目占地面积约600亩，主要为储能电池。 动力及储能类业务 业务增长迅速，实现营业收入9.82亿元，同比增长48.70%。其中，汽车低压锂电池和行业无人机电池合计占收入比例为 80.38%，已成为动力类业务的主要增 ...

据测算，项目投运后每年可节省大量用电成本，并可减少二氧化碳排放数万吨，为长三角地区节能减排贡献力量。此外， 该合作也有助于中技江苏公司将持有的储能资产，通过申沁鑫能平台实现更高效、更多元的商业化运营，提升资产收益率，缩 短投资回报周期，实现多方共赢。 在"双碳"目标驱动下，用户侧储能成为提升电网韧性、促进新能源消纳的关键。然而，行业普遍面临重资产投入门槛高、 专业运维复杂、资源分散难以高效聚合等挑战。申沁鑫能另辟蹊径，创新性地聚焦"轻资产技术平台"战略，其核心竞争力在于 无需自持大量物理资产，即可通过先进的虚拟电网技术，高效聚合、优化调度第三方高端业主的优质储能资源。本次合作的落 地，是市场对虚拟电网技术平台强大性能、安全可靠性与商业价值的高度认可，标志着虚拟电网行业正从"资产竞争"向"技术 竞争"转型。 作为一家成立于2023年的新能源科技公司，申沁鑫能依托上海交通大学与上海市人工智能研究院的技术团队，专注储能系 统集成与虚拟电厂核心技术研发，具备极强的技术实力和项目经验，近年来陆续与中建五局等多家央企、科研机构建立了战略 合作关系。申沁鑫能总经理许铭锋表示，申沁鑫能将继续深耕储能与虚拟电网技术领域，以技术 ...