"护绿换金"的案例不在少数。赤田水库是海南三亚重要的饮用水水源地，其中89%水资源来源于保亭黎 族苗族自治县。2021年，海南省出台《赤田水库流域生态补偿机制创新试点工作方案》，首创"水质、 水量、行动"三维补偿机制，省级财政3.3亿元、三亚1.8亿元、保亭0.9亿元共同构成6亿元"资金池"。首 个考核期内，保亭因生态保护成效显著获得5.16亿元补偿，三亚也拿到0.84亿元用于下游治理。 将生态优势转化为产业优势的"聚绿成金"之路，也在中国各地开花结果。 绿色发展是质量更高的发展，其关键在于将生态要素转化为生产要素。宁夏回族自治区贺兰山东麓，曾 经的戈壁荒滩通过生态修复发展起酿酒葡萄产业，年产葡萄酒1.4亿瓶，综合产值达450亿元。 碧水映蓝天，青山伴白云。这样的诗意画卷，不仅是生活的美好环境，更是发展的宝贵财富。 如何让绿水青山转化为金山银山？多年来，中国探索出了三条路径，无论是通过守护绿水青山直接换取 经济回报的"护绿换金"，还是将生态要素转化为产业优势的"聚绿成金"，抑或是创新生态产品价值实现 机制的"借绿生金"，都在书写着生态与经济共赢的精彩故事。 "护绿换金"，说的是以生态保护为前提，通过生态补偿、 ...

如何让绿水青山转化为金山银山？多年来，中国探索出了三条路径——护绿换金、聚绿成金、借绿生 金。 碧水映蓝天，青山伴白云。这样的诗意画卷，不仅是生活的美好环境，更是发展的宝贵财富。 如何让绿水青山转化为金山银山？多年来，中国探索出了三条路径，无论是通过守护绿水青山直接换取 经济回报的"护绿换金"，还是将生态要素转化为产业优势的"聚绿成金"，抑或是创新生态产品价值实现 机制的"借绿生金"，都在书写着生态与经济共赢的精彩故事。 "护绿换金"，说的是以生态保护为前提，通过生态补偿、转移支付等方式直接获得经济回报，对应的转 化模式是生态补偿模式。简单来说就是，守护和增加绿水青山即创造财富。 碳交易市场也日渐成为"借绿生金"的新渠道，截至2025年8月22日，强制碳市场配额累计成交量超6.8亿 吨，成交额达474.1亿元；自愿碳市场累计成交核证自愿减排量249万吨，成交额达2.1亿元。云南、青海 等地的碳汇项目通过出售碳排放额度，将森林、湿地的固碳能力转化为真金白银。 "护绿换金"的案例不在少数。赤田水库是海南三亚重要的饮用水水源地，其中89%水资源来源于保亭黎 族苗族自治县。2021年，海南省出台《赤田水库流域生态补偿 ...

晨会纪要（R3） 晨会纪要 2025 年 09 月 03 日 | 市场数据 | | | | --- | --- | --- | | 指数名称 | 收盘 | 涨跌% | | 上证指数 | 3858.13 | -0.45 | | 深证成指 | 12553.84 | -2.14 | | 创业板指 | 2872.22 | -2.85 | | 科创 50 | 1328.28 | -2.13 | | 北证 50 | 1574.88 | 0.40 | | 沪深 300 | 4490.45 | -0.74 | 上证指数-沪深 300 走势图 -4% 16% 36% 56% 2024-09 2024-12 2025-03 2025-06 上证指数 沪深300 | 黄红卫 | 分析师 | | --- | --- | | 执业证书编号:S0530519010001 | | | huanghongwei@hnchasing.com | | | 胡跃才 | 分析师 | | 执业证书编号:S0530525070001 | | | huyuecai@hnchasing.com | | 晨会聚焦 【债券研究】债券市场综述 二、重要财经资讯 ...

聚焦建群强链，福州新区培育大东海、恒申、永荣、金纶等产值超五百亿的中国500强企业，汇聚超千 家纺织企业，年产值近2000亿元；打造首个从材料到终端一体化的新型显示产业园；形成万华、中景、 坤彩等国内领先的化工新材料产业链，多项产品产能全球第一。 聚焦绿色发展，全球最大的26兆瓦级海上风电机组在福建三峡海上风电国际产业园下线，单台机组每年 可输出1亿度清洁电能。长乐外海海上风电场装机总容量达300万千瓦，目前建设规模位居福建之首。 设立十年间，福州新区成为改革"试验田"，探索实施工业用地全生命周期管理、耕作层剥离再利用、多 元化住房保障体系、片区综合开发等创新举措。管理体制优化下，逐步构建从指挥部到管委会、再到福 州新区（长乐区）区政融合的扁平高效开发建设指挥体系。 人民网福州9月1日电 （记者林盈、实习生郑舒尘）10年建设，550项重大项目落地，总投资近5000亿 元，地区生产总值年均增速8.4%……1日，福州市政府新闻办召开新闻发布会，公开了福州新区设立十 周年的"成绩单"。 推动两岸融合走深走实，福州新区推进与平潭综合实验区一体化协同发展，率先全国，在海峡股权交易 中心设立台资板；建立台企资本项目便利化 ...

Core Viewpoint - The Guangdong Marine Energy Industry Technology Innovation High-Quality Development Seminar highlights Guangdong's achievements in marine energy development and aims to explore new technologies, models, and business formats for high-quality development in the marine energy sector [2][4]. Group 1: Government and Policy Support - Guangdong is accelerating the transformation of marine resource advantages into development advantages, aiming to inject new momentum into the high-quality development of the economy and society [4]. - The provincial government has made the construction of a strong marine province a key breakthrough in its strategic deployment [4]. Group 2: Industry Growth and Achievements - By 2024, Guangdong's marine production value is expected to exceed 2 trillion yuan, with traditional marine industries' added value reaching 680 billion yuan, a year-on-year increase of 7.5% [6]. - The emerging marine industries' added value is projected to reach 41.1 billion yuan, with a year-on-year growth of 8.3% [6]. - The offshore wind power industry has seen a tenfold increase in installed capacity, reaching 12.51 million kilowatts, making Guangdong the leader in the nation [6]. Group 3: Technological Innovations - Guangdong has established a comprehensive offshore wind power industry chain, including research, manufacturing, installation, operation, and testing [6]. - Innovative projects such as the "Fuxi No. 1" wind-fishing integration platform and the world's first 11,000-meter ultra-deepwater drilling vessel have been launched [8]. - The province is also pioneering in hydrogen energy with large-scale electrolysis projects and exploring synergies between offshore wind power and hydrogen production [8]. Group 4: Collaborative Initiatives - Several strategic cooperation projects were signed during the seminar, including partnerships for green ship fuel production and offshore wind power-driven hydrogen production technology [10]. - The establishment of the Greater Bay Area Green Ship Fuel Industry Innovation Consortium reflects Guangdong's leadership in energy technology innovation and industrial collaboration [10]. Group 5: Future Directions - The National Energy Administration emphasizes the importance of developing marine energy for energy security and transition, with Guangdong playing a crucial role in offshore wind power development [11]. - The focus on innovative development models such as "energy-fishing-tourism" and "wind-hydrogen-methanol-shipping" showcases the potential for a restructured marine industry ecosystem [9].

Core Insights - The successful installation of the world's largest offshore wind turbine, a 26MW unit from Dongfang Electric, marks a significant technological breakthrough in China's offshore wind power sector [1][2][3] - The project showcases the capabilities of Shihua Qiyun Company in handling complex engineering challenges while ensuring safety and efficiency [1][3] Group 1: Technological Achievements - The 26MW wind turbine features the heaviest nacelle over 500 tons and the longest blade exceeding 150 meters, setting global records in both categories [2] - The turbine's annual energy output can meet the electricity needs of 55,000 households, saving over 30,000 tons of standard coal and reducing CO2 emissions by 80,000 tons [2] Group 2: Project Execution - The installation process included key milestones: the tower's first lift on August 10, nacelle connection on August 20, hub installation on August 22, and blade installation completed by August 29 [3] - The project is part of the Dongying Wind Power Equipment Testing and Certification Innovation Base, which will become the largest domestic and globally strongest offshore wind testing facility [3] Group 3: Collaborative Efforts - Shihua Qiyun Company led a technical task force with crane manufacturers and component suppliers to ensure the successful assembly and operation of the equipment [2] - The project team optimized the lifting methods and conducted comprehensive feasibility assessments to ensure safe and efficient operations [2]

行业新闻： 1.9月1日，造车新势力陆续公布上月交付数据，整体呈现增长态势。其中，零跑汽车、小鹏汽车和蔚来 汽车均创下单月交付量新高，而理想汽车受产品转换和销服体系调整的影响，单月交付连续三个月环比 下降。8月，零跑汽车继续领跑造车新势力，单月交付创57,066辆新高，同比增长超88%。而理想汽车 在8月交付新车28,529辆，同比下降40.72%，环比下降7.17%。 宏观要闻： 1.国家标准委、工业和信息化部印发《工业母机高质量标准体系建设方案》，到2026年，工业母机高质 量标准体系基本建立，以高质量标准体系建设促进工业母机产品质量提升和设备升级换代，以高水平标 准引领产业高质量发展。制修订标准不少于300项，牵头制修订不少于5项相关国际标准，国际标准转化 率达90%，标准供给结构更加优化。 2.9月1日晚间，美国总统特朗普表示，印度已经提出将对美国商品的关税降至零。特朗普在"Truth Social"上发文称，印度提出将关税降至零，但为时已晚。 3.据央视报道，我国拥有完全自主知识产权，全球最大26兆瓦级海上风力发电机组在山东完成吊装，为 我国风电向深远海挺进提供技术支撑。此次吊装的26兆瓦级海上风电 ...

| 市场 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 欧美 | 道琼斯工业平均 | 45544.88 | -92.02 | -0.20% | | | 纳斯达克 | 21455.55 | -249.61 | -1.15% | | | 标普500 | 6460.26 | -41.6 | -0.64% | | | 欧洲斯托克50 | 5367.08 | 15.35 | 0.29% | | | 英国富时100 | 9196.34 | *** | 0.10% | | | 法国CAC40 | | 7797.9.gogudata. to m | 0.05% | | | 德国DAX | 24037.33 | 135.12 | 0.57% | | | 俄罗斯RTS 上证指数 | 1130.8 3875.53 | -6.2 | -0.55% 0.46% | | | | | 17.6 | | | | 深证成指 | 12828.95 | 132.8 | 1.05% | | | 创业板指 | 2956.37 | 66.24 | 2.29% | | | 恒生指数 | ...

Core Viewpoint - Equinor has committed nearly $1 billion in new funding to support Orsted, demonstrating confidence in the offshore wind developer amid challenges in the industry [1][2] Group 1: Financial Commitment and Shareholding - Equinor intends to participate in Orsted's planned capital raise of 60 billion Danish kroner (approximately $9.4 billion) while maintaining a 10% stake in the company [1] - Orsted's stock rose by 3.6% in the Danish market following the announcement, although it has seen a nearly 90% decline from its peak in 2021 [2] Group 2: Project Challenges and Government Actions - The Revolution Wind project, which is 80% complete, has faced a work stoppage order from the Trump administration, impacting its expected power supply to 350,000 households in Rhode Island and Connecticut [1][4] - The Trump administration has been actively targeting offshore wind projects, including a recent cancellation of $679 million in federal funding for various offshore wind infrastructure projects [3] Group 3: Industry Context and Future Outlook - Equinor's support for Orsted may indicate a potential merger consideration for two offshore wind projects, although challenges remain regarding political support and investment exposure [2] - Orsted has faced multiple setbacks in the U.S., including project cancellations and asset write-downs, leading to a downgrade in its credit rating to the lowest tier of investment grade [5]

Group 1 - The company is actively participating in multiple bidding processes for deep-sea projects both domestically and internationally [1] - The floating offshore wind power projects still face challenges in cost reduction [1] - The company has established the Caofeidian deep-sea engineering base and is leveraging China's cost efficiency advantage in production [1] Group 2 - The company has achieved successful delivery performance in the European offshore wind market [1] - The company is accelerating its expansion into the European floating wind market [1]