Core Viewpoint - The first batch of national-level zero-carbon park construction lists has been released, comprising 52 parks across 31 provinces, indicating a significant step towards achieving near-zero carbon emissions in industrial zones [1][10]. Summary by Sections Zero-Carbon Park Definition and Importance - Zero-carbon parks are designed to reduce carbon emissions from production and living activities to "near-zero" levels, with the potential to achieve "net-zero" conditions [5]. - The construction of zero-carbon parks is a key part of national strategic deployment, aiming to lower carbon emissions to about one-tenth of the current national average [5][6]. Key Indicators for Zero-Carbon Parks - The construction of national-level zero-carbon parks is guided by a framework of "1 core indicator + 5 guiding indicators" [12][13]. - Core Indicator: Carbon emissions per unit energy consumption must be ≤0.2 tons/ton of standard coal for parks consuming 20-100 million tons of standard coal annually, and ≤0.3 tons/ton for those consuming ≥100 million tons [2]. - Guiding Indicators: - Clean energy consumption ratio > 90% - Unit energy consumption of products meets or exceeds secondary energy consumption standards - Industrial solid waste utilization rate ≥ 80% - Comprehensive utilization rates of waste heat/cold/pressure > 50% - Industrial water reuse rate ≥ 80% [2][14]. Construction and Operational Strategies - The parks will serve as experimental fields for new energy systems, focusing on direct supply of green electricity and energy storage solutions [6]. - The construction emphasizes a tailored approach based on local resources and industrial bases, promoting a coordinated regional development model [6][10]. Economic and Competitive Advantages - Zero-carbon parks are expected to enhance the green competitiveness of enterprises by lowering energy consumption and carbon emissions, thus improving production processes and technology [15]. - They will also help businesses comply with international green trade regulations, providing a competitive edge in the global market [15][7]. Investment and Funding Requirements - The investment required for constructing national-level zero-carbon parks varies significantly based on park type, scale, and foundational conditions, typically ranging from tens to hundreds of billions of RMB [16]. - Funding sources include enterprise investments, market-driven energy projects, and social capital, with a phased implementation approach to manage costs effectively [16].

央视网消息：12月26日，国家发展改革委发布我国首批国家级零碳园区建设名单，共有52个园区入 选。首批名单实现31个省（区、市）和新疆生产建设兵团全覆盖。 从产业类型看，52个园区涉及产业以低能耗、低污染、高附加值的新能源集聚型产业为主，包括新 能源装备制造、先进装备制造、算力中心等。从预期效果看，首批国家级零碳园区建成后预计产值将达 到3.54万亿元。 ...

国家发展改革委国家节能中心副主任 康艳兵：零碳园区虽然名字里有"零"，但建成标准是减排至"近零碳"，降到当前园区单位能耗碳排放平均水平的 十分之一左右，而不是绝对要求100%不排放。对于有条件、有意愿的园区，可以通过碳汇抵消等方式实现"净零碳"。 央视网消息：当前，我国已进入实现碳达峰目标、全面绿色转型的关键期。面对新能源消纳压力增大、国际绿色贸易壁垒等挑战，国家发展改革委等部 门加快推动零碳园区建设，12月26日，首批国家级零碳园区建设名单正式公布。 26日，国家发展改革委等部门发布了首批52个国家级零碳园区建设名单，这是从全国众多国家级、省级园区里挑选出来的"零碳重点班"，提出更高建设 要求，不是形成"政策洼地"，而是建设"绿色转型高地"。 零碳园区是指通过规划、设计、技术、管理等方式，使园区内生产生活活动产生的二氧化碳排放降至"近零"水平，并具备进一步达到"净零"条件的园 区。 国家发展改革委国家节能中心副主任 康艳兵：一边帮钢铁、化工等传统高耗能产业找深度脱碳的 "最优解"，一边给新能源装备制造、先进装备制造等 新兴产业赋能，让绿色能源直接造出更具市场竞争力的绿色产品。 国家级零碳园区的核心指标，单位 ...

零碳园区二氧化碳排放 将降至"近零"水平 园区是我国经济活动最集中、能源消费和碳排放最密集的空间单元，也是深入推进绿色转型、探索低碳 化发展新路径的重要突破口。建设一批国家级零碳园区可以重点发挥示范引领作用，"以点带面"推进各 类园区低碳化、零碳化改造建设。 全国现有国家级、省级园区超3000个，各类园区集聚了80%以上的工业企业，消耗了全国约60%的能 源，产生的直接碳排放占全国的30%以上。而零碳园区在支撑产业高质量发展的同时，能够基本不增加 碳排放。 转自：北京日报客户端 昨天，国家发展改革委发布我国首批国家级零碳园区建设名单，共有52个园区入选。首批名单实现31个 省（区、市）和新疆生产建设兵团全覆盖。 数据显示，首批国家级零碳园区建成后预计产值将达到3.54万亿元，将以极低的排放水平支撑产值增 量，为园区所在地碳达峰作出贡献。 52个园区涉及产业以低能耗、低污染、高附加值的新能源集聚型产业为主，包括新能源装备制造、先进 装备制造、算力中心等，突出"以绿制绿"导向。 国家发展改革委国家节能中心副主任 康艳兵：零碳园区是指通过规划、设计、技术、管理等方式，使 园区内生产生活活动产生的二氧化碳排放降至"近 ...

| 序号 | 园区名称 | 范围 | 建设周期 | | --- | --- | --- | --- | | I | 北京经济技术开发区 | 园中园 | 2025-2028 年 | | 2 | 天津经济技术开发区 | 园中园 | 2025-2030年 | | 3 | 天津港保税区 | 园中园 | 2025-2030 年 | | র্ব | 河北保定高新技术产业开发区 | 园中园 | 2025-2028年 | | 5 | 河北沧州沧东经济开发区 | 园中园 | 2025-2027年 | | 6 | 河北唐山乐亭经济开发区 | 园中园 | 2025-2028 年 | | r- | 山西大同经济技术开发区 | 园中园 | 2025-2028 年 | | 8 | 山西阳泉高新技术产业开发区 | 园中园 | 2025-2028 年 | | 9 | 内蒙古鄂尔多斯蒙苏经济开发区 | 园中圆 | 2025-2028 年 | | HD | 内蒙古包头稀土高新技术产业开发区 | 图中圆 | 2025-2027 年 | | 11 | 辽宁沈阳中德高端装备制造产业园 | 整体 | 2025-2027 年 | | 12 | 吉林松原石 ...

零碳园区是指通过规划、设计、技术、管理等方式，使园区内生产生活活动所产生的二氧化碳排放 至"近零"水平，并具备进一步达到"净零"条件的园区。2025年7月，国家发展改革委等三部门印发《关 于开展零碳园区建设的通知》，按照"谋划一批、建设一批、运行一批"的总体安排，遴选首批国家级零 碳园区。此次入选园区，从产业类型看，涉及产业以低能耗、低污染、高附加值的新能源集聚型产业为 主，包括新能源装备制造、先进装备制造、算力中心等。 《通知》明确，各地区发展改革委、工业和信息化主管部门、能源局要积极支持本地区国家级零碳园区 建设，在资金安排、要素保障、技术支持、金融服务等方面给予必要支持，推动绿电直连、新能源就近 接入增量配电网等绿色电力直接供应模式在国家级零碳园区落地，鼓励和支持相关园区因地制宜开展技 术创新、政策创新、商业模式创新。 提供可复制的"中德经验" 中德园是2015年国务院批复建设的战略性开放合作平台，按照国际化、智能化、绿色化发展要求，十年 来，中德园深入推进绿色低碳发展，获评国家级绿色工业园区。园区在减排降碳方面开展了一系列探索 和尝试，积累形成了建设零碳园区的基础与优势。园区企业积极响应国家"双碳"战 ...

Group 1 - Hainan Airlines (600221) focuses on international, domestic, and regional air passenger and cargo transportation, operating nearly 1800 routes and covering all provinces in China, as well as over 100 international routes [1][30] - Hainan Airport (600515) operates major airports in Hainan and is involved in airport construction, management, and related industries, including aircraft maintenance and logistics [2][31] - Zhongtung High-tech (000657) is a state-owned enterprise focusing on the tungsten and hard alloy industry, with a complete industrial chain from tungsten ore to products, and is involved in high-end manufacturing sectors [3][32] Group 2 - Jinpan Technology (688676) is a key player in the new energy sector, specializing in the research and manufacturing of power distribution and control equipment, benefiting from supportive policies in Hainan [4][33] - Haixia Co., Ltd. (002320) controls important maritime transport routes, enhancing its passenger and cargo transport services, and is positioned to benefit from increased demand post-border closure [5][34] - Hainan Mining (601969) focuses on mineral resource extraction and processing, with products supporting the new energy battery industry, and is exploring green development models [6][35] Group 3 - Hainan Rubber (601118) is a leading enterprise in natural rubber production, extending its business into rubber products and international trade, leveraging Hainan's free trade policies [7][36] - Guangsheng Nonferrous (600259) specializes in non-ferrous metal mining and smelting, with a focus on rare earths and tungsten, essential for high-end manufacturing and new energy sectors [8][37] - Haima Automobile (000572) is transitioning into the new energy vehicle sector, supported by Hainan's policies, and is expanding its production capabilities [9][38] Group 4 - Haide Co., Ltd. (000567) focuses on distressed asset management, with a strategy to optimize asset allocation in the region, and is involved in photovoltaic projects [10][39] - Hainan Public Transport Group (603069) provides passenger transport services and is enhancing its operations through the integration of duty-free services [11][40] - Junda Co., Ltd. (002865) is engaged in the new energy sector, focusing on photovoltaic battery research and manufacturing, and is expanding its market presence [12][41] Group 5 - Luoniushan (000735) is involved in livestock farming and related industries, leveraging Hainan's agricultural resources to expand its market [13][42] - Jingliang Holdings (000505) focuses on oil processing and food manufacturing, utilizing Hainan's logistics advantages for trade [14][43] - Hainan Coconut Island (600238) specializes in alcoholic beverages, particularly health wines, and is expanding its market through tourism channels [15][44] Group 6 - Hainan Haiyao (000566) is a pharmaceutical manufacturer focusing on chemical raw materials and traditional Chinese medicine, benefiting from supportive policies for the pharmaceutical industry [16][45] - Hainan Ruize (002596) produces construction materials and is involved in tourism, aligning its business with Hainan's infrastructure development [17][46] - Hainan Expressway (000886) operates key highways in Hainan and is expanding its business through tourism and duty-free services [18][47] Group 7 - Puli Pharmaceutical (300630) specializes in chemical drug development and international market expansion, leveraging Hainan's trade policies [19][48] - Shennong Technology (300189) focuses on seed research and production, aiming to expand its market through trade policies [20][49] - Shuangcheng Pharmaceutical (002693) is dedicated to peptide drug development and international market expansion, supported by Hainan's policies [21][50] Group 8 - Xinlong Holdings (000955) specializes in non-woven fabrics and related products, with a focus on medical and industrial applications, and is exploring export opportunities [22][51] - ST Intercontinental (600759) is involved in oil and gas exploration and is expanding into the hydrogen energy sector [23][52] - Huawen Group (000793) operates in media, tourism, and supply chain services, aiming for growth through Hainan's logistics advantages [24][53]

Core Viewpoint - The establishment of Jia Shun Da Ming International Logistics (Shanghai) Co., Ltd. is seen as a strategic move by Mingyang Smart Energy to enhance its global supply chain and strengthen its logistics autonomy for overseas projects, particularly in a volatile international trade environment [4][8]. Company Information - Jia Shun Da Ming International Logistics (Shanghai) Co., Ltd. was recently founded with a registered capital of 10 million RMB, and its legal representative is Lu Longxiang [1][5]. - The company operates in the multi-modal transport and logistics sector, with a business scope that includes international freight forwarding, customs declaration, engineering cost consulting, and construction project services [1][5][6]. Ownership Structure - The new company is jointly owned by Mingyang Smart Energy (601615) and Jia Shun Da Investment Co., Ltd. [3][7]. Industry Context - Mingyang Smart Energy, founded in 2006 and listed on the Shanghai Stock Exchange in 2019, specializes in high-end equipment for renewable energy, including wind, solar, and hydrogen sectors. It ranks among the top 500 companies in China and globally in the renewable energy sector [3][7]. - The company has a significant presence in the offshore wind power market, holding the top position in innovation and ranking among the top three in market share globally [3][7]. Financial Performance - In the first three quarters of 2025, Mingyang Smart Energy reported a revenue of 26.3 billion RMB, a 30% increase year-on-year, driven by a 60% increase in wind turbine sales, totaling 12.28 GW [4][8]. - The company's profitability has improved, with a decrease in expense ratios and significant enhancements in gross and net profit margins compared to 2024 [4][8].

每经头条（nbdtoutiao）——新能源重卡爆单了，11月销量同比增长178%！两班倒都供不应求，客户直 接进厂催单，这情景十年难遇 （记者 曾健辉） 每经AI快讯，永达股份12月22日晚间发布公告称，湘潭永达机械制造股份有限公司（以下简称"公司"） 系明阳智慧能源集团股份有限公司2025年度战略供应商，于近日收到明阳智慧能源集团股份有限公司签 发的《中标通知书》，公司被确认为2026年度"机舱平台（后机座）"采购项目预中标承接单位。中标金 额约3.5亿元。 ...

财经频道更多独家策划、专家专栏，免费查阅>>责任编辑：钟离 格隆汇12月22日丨永达股份(001239.SZ)公布，公司系明阳智慧能源集团股份有限公司2025年度战略供 应商，于近日收到明阳智慧能源集团股份有限公司签发的《中标通知书》，公司被确认为2026年度"机 舱平台（后机座）"采购项目预中标承接单位。中标金额：订单总金额约3.5亿元（具体以合同签订金额 为准）。 ...