（文章来源：人民日报） 记者从青海省能源局获悉："十四五"时期，青海持续实施煤改电、煤改气、地热供暖项目，累计完成投 资126亿元，清洁取暖改造面积达3774万平方米，清洁取暖率提高13%，惠及群众超过100万人。 "十四五"时期，青海清洁取暖用电负荷增长58万千瓦时，年用电量30亿千瓦时，相当于年节约标煤约90 万吨，年减少二氧化碳排放量约239万吨、氮氧化物排放量约7200吨。 ...

在今年的洪水中，范举田家原本的采暖设备被水泡坏。范书连告诉记者，哥哥范举田是五保户，2024 年，政府统一进行清洁能源改造，范举田家更换了空气源热泵。作为五保户家庭，范举田家的采暖设备 完全免费，由政府承担。今年被水泡了以后，外机完全损毁，连接室内地暖的管道也损毁，当地政府、 保险公司、空气能设备厂家等先后去范举田家勘查，并在10月初更换了全新的设备。"换完以后，刚好 天气也冷了，我们就打开了，一直开到现在，屋里温度能保持在18℃左右。"范书连说。 怀柔区农业农村局相关负责人介绍，今年的洪水后，当地按照受灾设备状况，划分为"更换、维修、清 洗"三类，实行"一户一档"动态管理，10月下旬已完成全部修复工作。记者了解到，根据北京市相关政 策，清洁能源改造享受相关补贴政策，包括设备改造和日常采暖用电补贴政策。 "水灾中，热泵的外机和连接管道被泡了，灾后，政府帮助换了一套新的，我们在10月13日就打开 了。"范举田的妹妹范书连告诉记者。空气源热泵是一种新型的节能采暖设备，也是当前北京清洁能源 改造中推广的设备之一，村民们通常称为"空气能"。 记者从怀柔区了解到，截至目前，全区34个水灾受灾村煤改清洁能源设备的恢复工作 ...

能源数据里的转型活力与经济动能 "十四五"时期我国能源转型成就，有两个突出的"1/3"：一是发电装机容量达到全球总量的1/3；二是全 社会用电量中每用3度电就有1度绿电。专家指出，我国通过制度创新与技术降本，推动清洁能源从"用 得上"向"用得起、用得好"历史性进阶。 今年7月，全社会单月用电量首次突破1万亿千瓦时大关，创全球纪录。国研新经济研究院创始院长朱克 力对证券时报记者表示，近五年我国用电量快速攀升是经济转型与产业升级的必然产物。一方面，高端 制造业加速扩张，半导体、新能源汽车等产业链能耗强度天然高于传统产业；另一方面，数字经济基础 设施规模化建设，数据中心、5G基站等新基建成为电力需求增长点。 业绩报告同样亮眼：上半年公司营业收入23.33亿元，同比增长29.30%；归母净利润6.18亿元，同比增 长33.06%。尤为关键的是，截至8月末，公司累计收回电价补贴款16.67亿元，为2024年全年收回资金目 标的211%。这笔资金将改善公司现金流，对未来生产运营产生积极影响。 降本增效：推动绿色电力用得起、用得好 在规模快速扩张的同时，清洁电力的经济性和可靠性也显著提升。"十四五"时期是我国新能源等技术装 ...

蒋巷村是江苏省首个"零碳村"。2021年起，该村与上海中电长兴未来发展有限公司合作，启动零碳 数字蒋巷乡村振兴项目。清洁能源装机共3.2兆瓦，年均提供绿色电能307万千瓦时，等效节约煤炭1160 吨、减排二氧化碳3060吨，蒋巷村每年可节约电费约5万元。"零碳乡村建设美化村庄环境、提升硬件水 平，还促进村庄产业发展。村民从中得到实实在在的便利。"蒋巷村党委书记蒋玉英感慨，"现在越来越 多人来到蒋巷村，欣赏零碳带来的变化。" 今（10月23日）起至25日，2025国际能源变革论坛在苏举行。这是苏州第五次承办该国际能源领域 的盛会。 作为全球能源变革的倡导者，苏州以实际行动实现"碳中和"办会，绿色低碳元素满满。据了解，苏 州着眼于智能调度畅通绿色出行，有关部门共同打造"高效+低碳"交通网络。此次参与接驳任务的将有 新能源车辆，酒店内部交通也将采用氢能摆渡车、氢能自行车。志愿者服装及大会拎袋均采用再生纤维 制作。论坛还将嵌入具身机器人、AI数字人等智慧化办会场景，展现"人工智能+"的创新活力。 苏州市发展改革委相关负责人认为："本次论坛的举办，可说是全球能源变革的'苏州时刻'。这次 活动也是全市绿色发展的一个缩影。 ...

Core Insights - The global landscape of industrial subsidies is undergoing significant transformation, becoming a focal point of competition among major powers, particularly between the US and the EU, which are expanding domestic subsidies while imposing countervailing duties and even introducing "cross-border subsidy" taxes [3][21] - Understanding the role of industrial subsidies in promoting new productive forces and domestic industrial upgrades is crucial for optimizing national industrial policies and gaining strategic advantages in international rule-making [3][21] Theoretical and Practical Justifications for Industrial Subsidies - Industrial subsidies are justified as a means to correct market failures, incentivize innovation, and support emerging industries, particularly in sectors where social benefits exceed private returns [5][6] - Successful cases of industrial subsidies exist globally, demonstrating their effectiveness in altering technological trajectories and reshaping global industrial landscapes [8][9] International and Domestic Case Studies - The US has utilized industrial subsidies effectively, with significant investments in semiconductor and clean energy sectors, while the EU aims to double its semiconductor market share by 2030 [9][10] - In China, subsidies have played a pivotal role in the growth of the electric vehicle industry, with companies like BYD and CATL emerging as global leaders through comprehensive support policies [10][11] Challenges and Negative Impacts of Subsidy Competition - The intensifying "subsidy race" has detrimental effects on the multilateral trade system, undermining the WTO framework and leading to inefficiencies in global resource allocation [11][12] - The competition has resulted in overcapacity in certain sectors, such as semiconductors, due to redundant investments spurred by high subsidies [11][12] Recommendations for Optimizing Industrial Subsidy Policies - The focus of subsidies should shift from broad-based support to targeted investments in high-tech and strategically important sectors, such as AI and clean energy [13][14] - A more inclusive approach is needed to support traditional industries in their transition to digital and green technologies, ensuring that small and medium enterprises also benefit from subsidy policies [20][29] Enhancing Rule-Making Authority - China should enhance the compliance and transparency of its subsidy policies, aligning them with international trade rules while advocating for fair global subsidy regulations [17][26] - Active participation in the reconstruction of global subsidy rules is essential, promoting a balanced approach that considers the interests of developing nations [18][26]

根据10月22日最新发布的《2025年气候行动状况》评估报告，全球在实现《巴黎协定》设定的1.5℃温 控目标方面进展严重滞后。这份权威报告指出，在评估的45项关键气候行动指标中，没有任何一项正按 计划实现2030年的阶段性目标。 据新华社报道，《联合国气候变化框架公约》第三十次缔约方大会将于11月在巴西北部城市贝伦举行， 目前会议开幕已进入倒计时。在大会召开前夕，一份由贝索斯地球基金、气候分析组织、气候工作基金 会、气候高级别倡导者和世界资源研究所共同合作的报告，为各国落实新的国家气候承诺、全球盘点和 COP30会议成果提供了迄今为止最全面的路线图。 报告将重要气候行动指标的进展状况分为四个类别：其中6项虽朝着正确方向前进但速度不足，被评估 为"偏离轨道"；29项因进展极为缓慢而被列为"严重偏离轨道"；令人担忧的是，有5项指标完全"走向错 误方向"，急需紧急纠正；另有5项因缺乏充分数据而无法评估具体进展。 太阳能和风能在全球发电结构中的占比自2015年以来已增长超过三倍，使太阳能成为历史上发展最迅速 的能源。值得关注的是，清洁能源投资在2024年连续第二年超过化石燃料投资。一些新兴技术也展现出 突破性进展，其 ...

2025年前三季度，我国GDP总量突破101.5万亿元，同比增长5.2%，这一数据的背后，展现了中国经济在多重压力下的深层韧性。 作为西部经济重要增长极，四川省前三季度GDP逼近5万亿，其4.93%的名义增速背后暗含三重结构性突破。首先，国家战略赋能效应凸显，成渝双城经济 圈建设的纵深推进，使得电子信息、装备制造两大万亿级产业集群加速成型，仅京东方、长虹等龙头企业前三季度产值增幅就超过行业均值5个百分点。其 次，绿色转型构建新竞争优势，依托全球第二大的白鹤滩水电站及攀西钒钛资源，四川清洁能源产业增加值同比增长18%，特别是晶硅光伏产业已形成从工 业硅到组件应用的完整链条，贡献工业增加值超600亿元。再者，文旅消费的爆发式增长成为关键变量，暑期"三星堆-九寨沟"文旅线路带动全省旅游收入突 破7500亿元，餐饮住宿业营收环比提升22%，有效对冲了传统制造业增长放缓的压力。 从产业维度看，制造业升级与新动能培育构成了核心支撑：新能源汽车产量同比增幅超30%，集成电路、工业机器人等战略性新兴产业增速维持两位数；消 费复苏也发挥了关键作用，前三季度社会消费品零售总额对GDP贡献率接近65%，其中智能化家电、文旅服务等升 ...

10月22日，碳中和ETF（159790）低开1.06%，持仓股金风科技、明阳智能、锦浪科技翻红。 中信证券表示，随着欧洲加速推进战略自主，其大规模财政支出计划有望带来机遇，能源设备、工程机 械和关键材料或为中国企业潜在合作切入点。对于欧盟此次提出将清洁技术制造能力提升至全球技术市 场份额的15%的目标，可能会促使中国相关企业加强与欧盟在清洁能源领域的合作，共同推动技术创新 和产业发展 （文章来源：每日经济新闻） 消息面，近日欧盟委员会发布《欧盟全球气候与能源愿景》，提出一系列气候和能源领域的行动计划， 旨在推动向清洁能源转型，增强产业国际竞争力。文件提出，将把欧盟清洁技术制造能力提升至全球技 术市场份额的15%。 ...

Core Viewpoint - Qinghai Province is launching a market-oriented sub-fund application guide for its high-quality development government investment fund, with a total scale of 5 billion yuan and an initial capital of 1.5 billion yuan already in place [1] Investment Focus and Direction - The fund aims to support key industries in Qinghai, focusing on the unique resource endowment of the province, promoting the upgrade of salt lake industries, optimizing industrial layout, and enhancing resource utilization [2] - It will support the energy revolution, develop a clean energy industry chain, and establish a national energy storage development demonstration zone [2] - The fund will also promote zero-carbon industry development, new power system development, technological innovation, and the establishment of national-level tourism and organic agricultural enterprises [2] - At least 70% of the fund's investments will be directed towards sub-funds supporting the "Four Places" construction [2] Types of Sub-Funds - Sub-funds are categorized into major (special) sub-funds, regional sub-funds, and market-oriented sub-funds [3] - Major sub-funds are established according to the directives of the Qinghai Provincial Party Committee and government [3] - Regional sub-funds operate through market mechanisms, focusing on cooperation with local parks and cities to achieve coordinated regional development [3] - Market-oriented sub-funds are initiated by professional fund managers in collaboration with social capital, targeting key supported industries and areas [3]

Core Insights - Hengtong Co., Ltd. reported a significant increase in profitability for the first three quarters of 2025, with operating revenue reaching 1.05 billion yuan and a net profit attributable to shareholders of 176 million yuan, marking a year-on-year growth of 78.33% [1] - The company's basic earnings per share rose to 0.25 yuan, reflecting a 78.57% increase compared to the previous year, while the weighted average return on net assets improved by 1.92 percentage points to 4.56% [1] Business Performance - The main business segments of Hengtong include port operations, logistics, and clean energy (LNG), with the port business experiencing explosive growth due to the operational commencement of enterprises within the Yulong Petrochemical Park [1][2] - The port business, implemented through the subsidiary Yulong Port, has expanded its capacity with the construction of seven productive berths and supporting storage areas, providing essential services such as vessel docking, cargo handling, and warehousing [1] Strategic Adjustments - Hengtong is adapting its business layout in response to market conditions, particularly in the LNG sector, where it is shifting towards a light asset operational model to mitigate risks associated with LNG trade market fluctuations [2] - The company aims to leverage the ongoing capacity release within the Yulong Petrochemical Park and the evolving LNG market to optimize its industrial layout and enhance profitability, while adhering to a development philosophy focused on safety, service, low carbon, and efficiency [2]