1、两部门发文：2030年新型电网平台初步建成 碳中和周报关注"双碳"领域的最新前沿动态，包括碳中和政策、地方动态、企业实践等。我们将通过精 选每周碳中和领域的重大事件，并进行点评的方式，提供一个及时全面的碳中和信息平台。 一、碳中和政策 12月31日，国家发展改革委、国家能源局发布《关于促进电网高质量发展的指导意见》（以下简称《指 导意见》）。《指导意见》明确，到2030年，主干电网和配电网为重要基础、智能微电网为有益补充的 新型电网平台初步建成，主配微网形成界面清晰、功能完善、运行智能、互动高效的有机整体。电网资 源优化配置能力有效增强，"西电东送"规模超过4.2亿千瓦，新增省间电力互济能力4000万千瓦左右， 支撑新能源发电量占比达到30%左右，接纳分布式新能源能力达到9亿千瓦，支撑充电基础设施超过 4000万台，公共电网的基础作用充分发挥，智能微电网多元化发展，电力系统保持稳定运行，服务民生 用电更加有力。 《指导意见》提出了明确新型电网平台功能定位、加强各级电网统一规划建设等七方面任务举措。在明 确新型电网平台功能定位方面，本次《指导意见》提出，强化新型电力系统枢纽平台作用。主动适应新 能源高渗透率 ...

Core Insights - The launch of the "Gezhouba" vessel marks a significant advancement in China's inland shipping, transitioning to a "zero-emission, intelligent" development phase, setting a global benchmark for new energy vessels [1][2] Group 1: Vessel Specifications - The "Gezhouba" vessel measures 129.98 meters in length, 22 meters in width, and has a maximum load capacity of 13,740 tons [1] - It is equipped with 12 lithium battery boxes, providing an energy capacity of approximately 24,000 kilowatt-hours, enabling a range of up to 500 kilometers [1] Group 2: Environmental Impact - The vessel is projected to replace approximately 617.5 tons of fuel annually, leading to a reduction of about 2,052 tons of carbon dioxide emissions [1] Group 3: Technological Innovations - The vessel features a smart control system for remote navigation, enhancing safety and operational efficiency [1] - It successfully integrates key technologies such as large-capacity batteries and distributed DC power systems, demonstrating a new path for the integration of shipping and energy sectors [2]

Core Viewpoint - The development of new energy vessels is poised to become the next major trend in the shipping industry, following the surpassing of retail sales of new energy passenger vehicles over traditional fuel vehicles [2][3]. Group 1: Market Dynamics - Over 1,000 new energy inland vessels are currently operating in China's waters, with the Yangtze River Economic Belt seeing a significant increase in shore power usage, projected to reach 190 million kilowatt-hours in 2024, four times the highest annual usage during the 13th Five-Year Plan [2]. - The Chinese government has implemented various policies to promote the development of new energy vessels, including subsidies for new builds and a comprehensive action plan for green development in the shipbuilding industry [3]. Group 2: Technological Advancements - Significant progress has been made in the research and development of new energy vessel technologies, with advancements in battery-powered, liquefied natural gas, hydrogen fuel cell, and methanol-powered vessels, enhancing performance and operational efficiency [4]. - New energy vessels are increasingly integrating with autonomous navigation and intelligent energy management systems, improving route planning and energy consumption control [4]. Group 3: Application Potential - New energy vessels are showing great potential in various sectors, including passenger transport with electric cruise ships providing a better travel experience, and cargo transport with electric container ships reducing costs and emissions [4]. - The inland shipping sector, characterized by high vessel density and fixed routes, presents a significant opportunity for the adoption of new energy vessels, which currently represent less than 1% of the inland fleet [5]. Group 4: Challenges and Solutions - Economic barriers, such as high costs of lithium batteries and hydrogen fuel cells, along with technical challenges like low energy density and charging efficiency, hinder the widespread adoption of new energy vessels [5]. - To address these challenges, it is essential to enhance subsidies, promote technological innovation, and improve infrastructure and standardization through collaboration among government, enterprises, and industry associations [5].

Group 1: Company Overview - The company is Zhejiang Huashi Technology Co., Ltd., with stock code 301218 and abbreviation Huashi Technology [1]. - The investor relations activity took place on September 23, 2025, with a site visit [2]. Group 2: Product Applications - The self-developed 3D Laser Sentinel is primarily used in perimeter security and alarm systems, applied in airports, nuclear power plants, detention centers, state guesthouses, and special police agencies [2]. - The company's subsidiary, Huashi Hangyu Ship Technology, has developed a new energy ship's three-electric system, successfully applied in various projects, including tourist boats in West Lake, a 64 TEU multi-purpose cargo ship in Huzhou, and a 75-passenger electric tourist boat project in Xiaogan [2]. Group 3: AI and Industry Integration - The company has established an AI department equipped with dedicated training servers and is conducting industry application tests based on DeepSeek [2]. - A planned acquisition in 2024 was terminated due to the actual circumstances of both parties and the current market environment, but future integration opportunities will be considered based on suitable targets in the industry chain [3]. Group 4: Marine Economy Opportunities - The company is involved in the marine economy, focusing on new holographic smart fishing port management, with a self-developed "Intelligent Gate Safety Supervision System" designed for efficient management of fishing vessels' safe navigation [3].

Group 1 - The core viewpoint emphasizes the transformation of the manufacturing industry towards high-end development through the application of artificial intelligence technology [1] - Chongqing's smart equipment and intelligent manufacturing industry achieved a total output value of 134.39 billion yuan, with a growth rate of 7.9% from January to July this year [1] - The company Chongqing Juyuan Tongda has significantly improved production efficiency by 6 to 7 times and reduced defect rates from 5‰ to around 1‰ through smart upgrades [1] Group 2 - The Chongqing base of Xiamen Haichen Energy Storage Technology Co., Ltd. has implemented intelligent, automated, and efficient production processes using IoT, AI, and big data technologies [2] - Chongqing is focusing on building a hundred billion-level industrial cluster by collaborating with major companies like China Shipbuilding Group and China CNR Corporation [2] - The city is accelerating innovation in wind, solar, water, hydrogen, and storage sectors, aiming to create a complete industrial chain ecosystem from R&D to application services [2]

Core Viewpoint - The Jining government is focusing on developing a high ground for innovative applications in the new energy shipbuilding industry, emphasizing the importance of industrial chains and collaboration among key enterprises [1][3]. Group 1: Industrial Development - Jining has adopted a "chain leader system" as a key measure to promote industrial economy, with six major sub-industrial chains including new energy ships, involving over 240 enterprises and 22 national-level specialized small giants [3]. - The new energy shipbuilding industry chain consists of four major enterprises, producing inland transport ships and high-end yachts, with a focus on specialized supporting production and enhancing the industrial chain's collaborative effects [3]. Group 2: Policy and Strategic Advantages - The provincial government has approved the "Shandong Province Port and Waterway Layout Plan (2025-2035)", positioning Jining Port as the core of a new inland port cluster, which provides significant policy and production advantages for the new energy shipbuilding industry [3]. - Jining, known as the "Capital of Canals," has a broad development prospect in the new energy shipbuilding sector due to its advantageous policies, production capabilities, and application scenarios [3]. Group 3: Future Initiatives - The Jining Natural Resources and Planning Bureau plans to strengthen the industrial chain by prioritizing the needs of "chain leader" enterprises for major projects and supporting their upgrades towards high-end, intelligent, and green production [4]. - The bureau aims to enhance collaboration between "chain leader" enterprises and key supporting companies, organizing activities to match supply chain needs and capacities, promoting win-win cooperation [4]. - A focus on understanding and addressing the challenges faced by enterprises in production, operation, and innovation will be maintained to help solve practical issues and build a collaborative industrial ecosystem [4].

Group 1 - The third China International Supply Chain Promotion Expo showcased numerous green products and solutions, emphasizing the importance of sustainable practices in supply chains [1] - The event attracted 651 enterprises and institutions from 75 countries and regions, with foreign exhibitors increasing from 32% to 35% compared to the previous year [5] - The expo highlighted the integration of technology and green practices, with a report indicating that technological innovation is driving the global supply chain towards a new phase of digitalization and sustainability [4] Group 2 - China Machinery Industry Group (Sinomach) presented a hybrid agricultural tractor and a comprehensive solution for modern agricultural production, showcasing advancements in green and intelligent agricultural equipment [2] - The company is enhancing its international collaboration in agricultural engineering projects and smart farm management systems, contributing to the global agricultural supply chain's green development [2] - The Iceberg Group displayed its ion compressor technology, which significantly improves efficiency and reduces energy consumption in hydrogen applications [3] Group 3 - MSC Mediterranean Shipping Company demonstrated its sustainable development practices in shipping, including significant progress in logistics decarbonization and a strategic partnership with Hengli Heavy Industry for green shipbuilding [6] - Starbucks showcased its commitment to sustainability through the use of eco-friendly materials and energy-efficient practices in its stores, aiming to integrate sustainable development into its entire supply chain [7] - Contemporary products like the E-space Compact series electric fishing boat from CATL and the Tiger Neo solar panels from JinkoSolar were introduced, reflecting the growing market for electric vessels and solar energy solutions [8][9][10]

Core Insights - Wuhan has implemented a carbon reduction mechanism allowing residents to offset loan interest with carbon reduction amounts, marking a significant shift towards green low-carbon development [1][11] - The initiative has seen 39 residents utilize their carbon reduction amounts to offset a total of 740 yuan in loan interest [1] Group 1: Carbon Reduction Mechanism - The carbon reduction mechanism allows daily low-carbon behaviors to be converted into carbon reduction amounts that can offset interest on housing and consumer loans [2] - The program was launched in March 2023, making Wuhan the first city in China to offer such a system [1][11] Group 2: User Engagement - Young individuals, such as Wei Ying, are actively participating in the program by using public transport and shared bicycles, accumulating significant carbon reduction amounts [3][4] - Wei Ying has recorded approximately 43 kilograms of carbon reduction monthly, totaling 491 kilograms to date, which she has used for various rewards and donations [6][7] Group 3: Broader Impact - The "Wuhan Carbon Public Welfare Comprehensive Service Platform" has recorded over 827 million instances of citizen carbon reduction behavior, equating to approximately 30,000 tons of carbon reduction, similar to planting around 900,000 trees [11] - The initiative has also inspired community activities, such as the "carbon neutrality" campaign in neighborhoods, encouraging residents to use their carbon reductions to offset local government emissions [11] Group 4: Economic Benefits - The carbon trading market in Wuhan has facilitated the trading of 6.68 billion tons of carbon quotas, generating approximately 45.9 billion yuan in transaction value, establishing Wuhan as a central hub for carbon trading [11][12] - Companies like Rebohong New Energy are benefiting from carbon asset aggregation, generating significant revenue through carbon reduction initiatives [12]

Core Viewpoint - Zhejiang Yutengdong Technology Co., Ltd. has completed a multi-hundred million yuan Series A financing led by Zhejiang Chizi Equity Investment Fund Management Co., Ltd. [2] Company Overview - Yutengdong Technology focuses on the research and manufacturing of ship power batteries and control systems, leveraging years of experience in new energy vehicle battery technology, three-electric integration technology, and autonomous driving visual perception technology [3] - The company's core power battery system and high-end Battery Management System (BMS) have received certification from China Classification Society (CCS), showcasing its advantages in technology development and product quality [3] Financing Purpose - The financing will primarily be used for the construction of a new production and research base for integrated ship power systems [4] - The company aims to enhance its design, development, and manufacturing capabilities for power batteries and power system integration through high-automation intelligent production lines and comprehensive hardware-software integration systems [4] - Additionally, it plans to expand into diversified solutions in new energy ship power integration, smart energy comprehensive services, and smart shipping data sharing using big data monitoring and analysis capabilities [4] Investment Rationale - The electric shipping industry offers significant advantages in operational costs and user experience, making it a key direction for technological upgrades in the shipping sector [5] - Yutengdong Technology is one of the few companies in the industry with a multi-cell system product offering, possessing design, development, and manufacturing capabilities for power battery modules, packs, battery management systems, and system integration, which are critical factors attracting investment [5] Investment Ecosystem Perspective - The financing reflects the recognition of Yutengdong Technology's technical strength and market potential by venture capital institutions, as well as the commitment of managers to the project [6] - It also affirms the entrepreneurial spirit of the financing party and the sector they operate in, further promoting the development of the new energy shipping industry [6]