证券代码：600963 证券简称：岳阳林纸 公告编号：2025-042 岳阳林纸股份有限公司关于全资 子公司诚通碳汇中标碳汇合作开发 项目的公告 项目开发时限自签订项目合作开发合同起至完成首期上市交易不超过24个月。 项目合作年限初步确定为20年,需保证碳汇项目资产进入市场流通且长期可持续性和减排量核算的稳定 性。最终以合同签订的具体约定时间为准。 （三）项目合作方式 项目采取全过程包干的方式合作开发，开发费用由开发商负担。项目采用利润分成模式合作开发。 二、对公司的影响 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 岳阳林纸股份有限公司（以下简称"公司"）全资子公司诚通碳汇经营管理(湖南)有限责任公司（以下简 称"诚通碳汇"）近日收到《成交通知书》，成为新疆塔城地区农业、林业和草原碳汇资源合作开发项目 中标单位，具体情况如下： 一、项目概况 （一）项目成交范围 完成塔城地区现有林地面积约1,763.43万亩、耕地面积约1,660.88万亩、草地面积约9,469.62万亩中碳汇 资源开发工作。实际面积、范围以项目最终的审定与 ...

Core Viewpoint - The article emphasizes the importance of low-carbon transformation in the eastern and southern load centers of China, highlighting the role of new energy storage in ensuring supply, promoting consumption, and securing the grid under the goal of carbon peak and carbon neutrality [1]. Group 1: Event Overview - The event titled "Activating Low-Carbon Flexibility Resources in Load Centers" aims to explore new opportunities for user-side energy storage and empower the intelligent collaboration of "source-grid-load-storage" [2]. - The event will take place on July 24, 2025, in Suzhou, Jiangsu [4]. Group 2: Event Objectives - Market Analysis: In-depth analysis of current national and local policies and market rules related to new energy storage [3]. - Trend Insights: Examination of the development status, future prospects, and regional characteristics of commercial and industrial energy storage, source-grid-side storage, and virtual power plants [3]. - Technology Discussion: Exchange of innovative technical solutions and practical applications under the intelligent collaboration of "source-grid-load-storage" [3]. - Model Exploration: Discussion on innovative business models and challenges in project implementation across diverse application scenarios [3]. - Cooperation Promotion: Establishment of a high-end communication platform to foster collaboration across the industry chain [3]. Group 3: Event Participants - The event will invite government officials, energy investors, developers, representatives from high-energy-consuming enterprises, energy storage system integrators, equipment manufacturers, grid companies, power design institutes, research experts, consulting agencies, and financial institution representatives [5]. Group 4: Event Agenda - The agenda includes leadership speeches, report releases on low-carbon supply and flexibility resource potential, market and policy analysis, user-side storage solutions, and a Q&A session [6].

Core Viewpoint - The development of the new energy storage industry in China is rapidly advancing, with significant growth in installed capacity and technological diversity, positioning it as a crucial component of the new power system and a key player in achieving carbon neutrality goals [1][2][3]. Group 1: Industry Development - China's new energy storage industry has seen a rapid increase, with installed capacity exceeding 137.9 GW by the end of 2024, marking a year-on-year growth of 59.9%, and new energy storage capacity reaching 78.3 GW, with a power scale growth of 126.5% [2]. - The industry has entered a phase of large-scale application, with over 280,000 registered energy storage-related businesses by the end of 2024, and a record 89,000 new registrations in 2024 [3]. - The technology landscape is diversifying, with lithium-ion batteries dominating but also significant advancements in compressed air storage, flow batteries, and sodium-ion batteries, with projects exceeding 300 MW in power scale [3]. Group 2: Challenges and Barriers - The new energy storage sector faces technical challenges, including the need for advancements in safety, cost, and lifespan of technologies, with key areas such as high-temperature membrane materials and battery recycling requiring breakthroughs [4]. - Market mechanisms are still underdeveloped, lacking a national consensus on pricing, which affects the stability and profitability of energy storage services across various applications [4][5]. - The regulatory framework and industry standards are not fully established, leading to inconsistencies in product quality and project evaluation, necessitating a comprehensive lifecycle management system for energy storage projects [5]. Group 3: Recommendations for Improvement - To enhance the new energy storage sector, there is a need for strengthened technological innovation, focusing on low-cost, long-life, and high-efficiency storage solutions, alongside the establishment of innovation centers and research hubs [6]. - A sustainable market development mechanism should be established, with clear pricing structures and supportive policies to foster a conducive environment for the energy storage industry [6][7]. - The development of technical standards and industry norms is essential, including the creation of a certification system and lifecycle management frameworks to ensure the long-term stability and safety of energy storage systems [7].