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电力装备绿色低碳管理实现新突破——中电联正式发布首批电力装备产品碳足迹认证成果
Zhong Guo Jing Ji Wang· 2025-10-10 09:34
2022年以来,我国持续出台政策推动建立统一规范的碳足迹管理体系。《2030年前碳达峰行动方案》明 确提出"建立重点产品全生命周期碳足迹标准"和"推行碳标签制度"。今年初,国家认监委发布《产品碳 足迹标识认证实施通则(试行)》,明确了产品碳足迹认证的基本原则、核算规则、认证流程和标识使用 要求,确保数据质量和结果可比性。同时要求认证机构具备相应资质及技术能力,强化数据审核与标准 的统一。作为现阶段碳足迹认证的核心依据,为各类产品碳足迹认证提出统一规范。 中国电力企业联合会认证中心作为国家认监委公布的首批26家碳足迹标识认证机构之一,严格遵循《通 则》要求,依托"电力行业产品碳足迹与环境产品声明(EPD)平台",结合电力装备制造与使用特点,制 订了多项产品种类规则(PCR),统一各类电力装备核算边界、数据采集范围和分配方法。这一做法填补 了行业空白,避免因标准不一造成碳足迹结果扭曲,增强了认证结果的公信力与行业适用性。 此次51项电力装备碳足迹证书的发布,成为电力装备行业加强低碳管理、构建绿色标尺体系的重要开 端。下一步,中国电力企业联合会认证中心将在多个方面持续深化与扩展该项工作。 9月23日,中国电力企业联 ...
新一轮十大行业稳增长方案发布,有哪些新亮点?
Di Yi Cai Jing· 2025-10-08 12:58
Core Viewpoint - The new round of growth stabilization plans for ten key industries aims to enhance quality supply capabilities and optimize the development environment, significantly impacting the stability of the industrial economy [1][2]. Group 1: Industry Overview - The ten key industries include steel, non-ferrous metals, petrochemicals, chemicals, building materials, machinery, automotive, power equipment, light industry, and electronic information manufacturing, collectively accounting for about 70% of the industrial output above a designated size [1]. - The new plans focus on both supply and demand sides, emphasizing coordinated efforts to stimulate industry growth and address structural challenges [1][3]. Group 2: Quantitative Goals - Specific growth targets have been set for various industries, such as a 5% annual increase in value-added for petrochemical and non-ferrous metal industries by 2025-2026 [2]. - The automotive industry aims for approximately 32.3 million vehicle sales in 2025, a year-on-year increase of about 3%, with new energy vehicle sales projected at around 15.5 million, reflecting a 20% growth [2]. Group 3: Policy Focus - The current stabilization policies shift from "quantity growth" to a focus on "quality and efficiency," prioritizing structural optimization and long-term high-quality development [3]. - The plans emphasize expanding demand and optimizing supply, with specific initiatives in the power equipment sector to enhance international market participation and domestic consumption [4]. Group 4: Industry Challenges and Solutions - The petrochemical industry faces intensified competition in basic organic raw materials and insufficient supply of high-end fine chemicals, prompting support for key product development and innovation centers [5]. - The machinery sector is tasked with enhancing innovation capabilities and supply chain resilience, focusing on the development of smart equipment and quality brand building [5]. Group 5: Competition Regulation - A notable aspect of the new plans is the emphasis on strengthening industry governance and regulating competitive order, particularly in the steel and non-ferrous metals sectors [6][7]. - The steel industry will implement precise capacity and output controls, while the non-ferrous metals sector will focus on avoiding redundant low-level construction and promoting self-regulation [6][7].
新一轮十大行业稳增长 为经济加力提效
Zhong Guo Jing Ji Wang· 2025-10-07 01:21
在供给侧,方案提出加强技术创新改造、加强质量品牌标准建设、推动行业数字化智能化绿色化转型等 举措。例如,在电力装备行业,政策提出"统筹实施产业基础再造和重大技术装备攻关,突破一批标志 性装备,进一步提升电力装备供给水平"。在需求侧,方案围绕促进传统领域消费升级、拓展新消费场 景、加快新业态新模式推广应用、引导企业有序"走出去"等提出具体举措。例如,在轻工业领域,政策 提到,"围绕健康、养老、育幼、家居、文旅等消费热点打造新增长引擎"。从供需两侧协同发力,将充 分释放这些行业规模大、关联广、带动强的效应,对稳定工业经济大盘、推动工业质效升级具有重要意 义。 重点行业不仅产业关联效应强,更是推动产业升级、培育新动能的前沿阵地。相信随着新一轮十大重点 行业稳增长工作方案的落地实施,这些行业的发展潜力将进一步得到充分释放,进而助力中国经济不断 回升向好。(中国经济网专栏作者 乔瑞庆) 经济日报-中国经济网评论理论频道开放投稿,原创评论、理论文章可发至cepl#ce.cn(#改为@)。详见 经济日报-中国经济网评论理论频道征稿启事。 近期,我国陆续推出新一轮十大重点行业稳增长工作方案,包括《汽车行业稳增长工作方案(20 ...
《关于推进能源装备高质量发展的指导意见》解读︱强化科技引领 加速电力装备高端化、智能化、绿色化发展
国家能源局· 2025-10-01 02:12
Core Viewpoint - The article emphasizes the need for high-quality development in the power equipment industry, focusing on the transition towards advanced, intelligent, and green technologies in response to the evolving energy landscape and national strategies [3][10]. Group 1: Historical Development - China's power equipment industry has transitioned from "following" to "keeping pace" and now "leading" in various fields, achieving significant advancements through independent innovation and technology absorption [4]. - Key projects such as the 630℃ supercritical thermal power demonstration project and the Baihetan hydropower station have set world records, showcasing China's leading position in power equipment technology [4]. Group 2: Current Challenges - The industry faces three main challenges: a gap in high-end equipment technology to meet green energy transition needs, reliance on imports for certain core components, and insufficient digital intelligence capabilities [5]. Group 3: Future Directions - The "Guiding Opinions" outline a roadmap for the power equipment sector, focusing on enhancing equipment quality, promoting large-scale application of energy storage, advancing digital intelligence upgrades, and fostering green high-end development [6][7][8][9]. - Specific actions include improving the performance of energy conversion equipment, developing energy storage technologies, and establishing a comprehensive green lifecycle management system [6][7][9]. Group 4: Implementation Strategies - To realize the goals set forth in the "Guiding Opinions," the industry must strengthen innovation ecosystems, enhance corporate responsibility in innovation, and establish self-regulatory mechanisms to avoid unhealthy competition [10].
旭光电子(600353.SH):拟向全资子公司划转部分资产并增资
Ge Long Hui A P P· 2025-09-29 08:06
Core Viewpoint - The company, Xuguang Electronics, is optimizing its internal resource allocation and asset structure by transferring assets, liabilities, business, and personnel from its subsidiary Chengdu Xuguang Electronics Co., Ltd. Electric Factory to its wholly-owned subsidiary Chengdu Xuguang Power Equipment Co., Ltd. This move aims to accelerate the company's strategic deployment and business layout in the power equipment sector [1]. Summary by Relevant Sections - The transfer is set to be based on a reference date of August 31, 2025, with the net asset value of the transferred assets being approximately 54.99 million yuan (unaudited) [1]. - The company plans to increase the registered capital of Xuguang Power Equipment from 10 million yuan to 56 million yuan as part of this asset transfer [1]. - In the event of any discrepancies in the final audited results of the transferred assets, the company will compensate with cash or transfer to capital reserves [1].
推动新一代信息技术与电力装备深度融合
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-09-29 00:33
Core Viewpoint - The "Power Equipment Industry Growth Stabilization Work Plan (2025-2026)" aims to enhance the development of the power equipment industry, which is crucial for economic stability and growth in China, by addressing supply and demand dynamics and leveraging both domestic and international markets [1][2]. Background - The power equipment industry is a leading and foundational sector in the industrial economy, significantly contributing to economic growth. Recent achievements include a total installed power generation capacity of 3.65 billion kilowatts and breakthroughs in offshore wind power and nuclear power technologies [1]. - The plan is a response to new opportunities arising from major energy projects domestically and increasing demand from countries along the Belt and Road Initiative [1]. New Considerations - The plan emphasizes a combination of demand-driven growth, quality improvement, structural optimization, and safety. It aims to enhance the synergy between quality supply and effective demand, particularly in the context of domestic demand pressures [2]. - It also focuses on integrating domestic and international markets, promoting participation in global energy transitions, and expanding overseas markets for power equipment [2]. Main Goals - The plan sets a target for traditional power equipment revenue growth to maintain around 6% annually from 2025 to 2026, with a stable increase in revenue from new energy equipment [4]. - It aims to ensure effective supply, with power equipment production remaining within a reasonable range and an increase in new energy equipment exports [4]. - The plan targets a 7% annual revenue growth for advanced manufacturing clusters in the power equipment sector and a 10% growth for leading enterprises [4]. Key Tasks - The plan outlines tasks focusing on supply, demand, and environmental aspects. It aims to enhance supply capabilities by improving equipment quality and promoting green and intelligent transformations [5]. - On the demand side, it seeks to stabilize domestic demand through major projects and expand international market opportunities, particularly in green infrastructure [6]. - It emphasizes optimizing the development environment by promoting innovation, enhancing competition, and strengthening industry standards [6]. Assurance Measures - To ensure the successful implementation of the plan, four key assurance measures are proposed: strengthening organizational support, enhancing data monitoring and analysis, providing financial support, and promoting policy awareness [7].
泰安高新区组织14家企业亮相“万企出海 鲁贸全球”精准采购贸易对接会
Qi Lu Wan Bao Wang· 2025-09-28 06:52
Core Viewpoint - The "Precision Procurement Trade Matching Conference" held in Tai'an aims to enhance international trade opportunities for local enterprises, showcasing the strength of "Tai'an Manufacturing" and facilitating direct sourcing from global markets [1] Group 1: Event Overview - The conference was organized by the Shandong Provincial Department of Commerce and the Tai'an Municipal Government, with participation from 14 key foreign trade enterprises in various sectors including mining machinery, engineering machinery, power equipment, and new materials [1] - The event focused on precise trade matching, inviting multiple overseas buyers for one-on-one discussions with Tai'an enterprises to promote efficient international sourcing [1] Group 2: Participating Companies - Key exhibiting companies from the Tai'an High-tech Zone included Shandong Lude New Materials, Libo Heavy Industry, Taikai High Voltage Switchgear, Youluoka (300099) Digital Technology, and Magic Intelligent Technology, showcasing products such as geosynthetics, conveying machinery, and smart vending machines [1] - The participation of these leading enterprises reflects the diversification of the high-tech zone's industry and the new momentum in foreign trade [1] Group 3: Strategic Importance - This event is part of Tai'an's implementation of the "Shandong Trade Global" initiative, aimed at stabilizing the scale and optimizing the structure of foreign trade [1] - The conference not only broadens order channels for enterprises but also injects new energy into Tai'an's goal of becoming a new highland for opening up to the outside world [1] - Participating companies expressed their commitment to leveraging this platform to showcase product advantages and deepen connections with international market demands, further expanding export scale and enhancing the international influence of "Tai'an Intelligent Manufacturing" [1]
【新华解读】同比增速转正!8月份我国规上工业企业利润缘何向好?
Xin Hua Cai Jing· 2025-09-27 10:33
Core Insights - The profit growth of China's industrial enterprises has turned positive, signaling an improvement in the industrial economy [1][5] - In August, the profit of large-scale industrial enterprises increased by 20.4% year-on-year, marking a significant recovery from a decline of 1.5% in July [1][2] - The positive trend is attributed to both base effect from last year's natural disasters and the effectiveness of macroeconomic policies [1][2] Group 1: Profit and Revenue Trends - From January to August, the profit of large-scale industrial enterprises grew by 0.9%, reversing a 1.7% decline in the first seven months [1] - The revenue of large-scale industrial enterprises increased by 2.3% year-on-year from January to August, with August's revenue growth accelerating to 1.9% [2][4] - The profit margin for large-scale industrial enterprises improved to 5.83%, up by 0.90 percentage points year-on-year [5] Group 2: Policy Impact - The "anti-involution" policy has positively influenced industrial pricing and competition, contributing to improved profit margins [3][4] - The ongoing construction of a unified national market and large-scale equipment updates are key factors driving the recovery of industrial enterprise profits [1][5] - Local governments have actively supported enterprises, which has also aided in improving profit data for August [4][5] Group 3: Industrial Production and Price Dynamics - The Producer Price Index (PPI) ended an eight-month decline, remaining flat month-on-month in August, with a year-on-year decrease of 2.9% [2][3] - Industrial added value grew by 6.2% year-on-year from January to August, with August's growth at 5.2% [2] - Equipment manufacturing saw an 8.1% increase in added value, significantly outpacing the overall industrial growth rate [3][4] Group 4: Future Outlook - Experts anticipate further improvement in profits for large-scale industrial enterprises, driven by seasonal consumption peaks and government support measures [5] - The upcoming "Golden September and Silver October" period is expected to boost consumer spending, potentially increasing orders for industrial enterprises [5]
金盘科技连续三年入选海南省先进装备制造首台套项目名单
Zhong Zheng Wang· 2025-09-23 13:28
Group 1 - The core viewpoint of the news is that Jinpan Technology has been recognized for its innovative achievements in advanced equipment manufacturing for the third consecutive year, highlighting its strong position in the high-end power equipment sector [1][2]. - Jinpan Technology's selected projects include a 10kV/2.4MW solid-state transformer for data centers, a 66kV pre-installed substation, and a 16MW-35kV dry-type transformer for offshore wind power, showcasing its technological advancements [1][2]. - The company aims to support the global renewable energy market with efficient and reliable solutions, contributing to economic benefits and promoting green development aligned with carbon neutrality goals [2]. Group 2 - Jinpan Technology has seen significant growth in its data center sales, with a compound annual growth rate of 79.22% from 2022 to 2024, and a remarkable year-on-year increase of 460.51% in the first half of 2025, exceeding 500 million yuan [3]. - The company plans to focus on the global energy revolution and AI data center demands, developing a matrix of standardized basic products and high-end customized products, while enhancing its research capabilities [3]. - Jinpan Technology's products are already utilized in numerous projects for major companies like Alibaba, Baidu, Huawei, China Mobile, and China Unicom, indicating its strong market presence [3].
密集披露:中标大单
Shang Hai Zheng Quan Bao· 2025-09-22 14:03
Group 1 - Samsung Medical and its subsidiaries have been recommended as candidates for winning bids in multiple procurement projects from the State Grid Corporation of China, with a total expected bid amount of approximately 193 million yuan [1][4] - A total of 11 listed companies have announced their pre-bid status for State Grid projects in recent days, with a combined bid amount of about 1.18 billion yuan [1][4] - Baiyun Electric and its subsidiary Guilin Capacitor are recommended candidates for nine sub-projects under the State Grid's procurement, with a total bid amount of 162 million yuan, accounting for 3.25% of the company's projected 2024 revenue [4][5] Group 2 - The State Grid Corporation plans to invest over 650 billion yuan in 2025, marking a historical high, while the Southern Power Grid Company has also set a record investment of 175 billion yuan [7][8] - Recent policies from the Ministry of Industry and Information Technology and other departments aim to maintain a 6% annual revenue growth for traditional power equipment and steady growth for new energy equipment by 2026 [8] - The electric power equipment industry is expected to benefit from the ongoing green and low-carbon energy transition, with strong demand anticipated [8][9]