Core Viewpoint - The "2025 China Concrete and Cement Products Industry Conference" and the "2025 China International Concrete Expo" held in Guangzhou mark a significant step towards the internationalization of the concrete and cement industry, emphasizing technological innovation, green development, and global integration [2][6][12]. Group 1: Event Overview - The conference took place from September 4 to 7, 2023, in Guangzhou, organized by the China Concrete and Cement Products Association [2]. - The theme of the conference was "Towards New, Green, International, and Intelligent Empowerment for a New Future," focusing on industry transformation through technology, environmental responsibility, and international standards [4]. Group 2: Industry Growth and Internationalization - Since its inception in 2018, the conference has grown significantly, with attendance increasing from hundreds to thousands and exhibition space expanding from 12,000 square meters to 40,000 square meters [5]. - The 2025 event marks the first time the conference has moved out of the Yangtze River Basin to the Guangdong-Hong Kong-Macao Greater Bay Area, indicating a strategic shift towards internationalization [6]. Group 3: Global Collaboration and Market Engagement - The expo attracted procurement teams from over 30 countries and regions, with specific interests from Southeast Asia, BRICS nations, and Middle Eastern companies in various concrete technologies and materials [7]. - Three international supply-demand matching sessions were held to connect Chinese companies with markets in Vietnam, Brazil, and Singapore, facilitating cross-border supply chain integration [7]. Group 4: Innovation and Technology Showcase - The expo featured a 40,000 square meter exhibition area divided into three main sections: raw materials and products, intelligent equipment, and comprehensive technology, showcasing cutting-edge industry advancements [8]. - Notable innovations included recycled concrete, carbon capture utilization technology (CCUS), and ultra-high-performance concrete (UHPC) components, demonstrating China's construction capabilities [9]. Group 5: Sustainable Development and Future Directions - The event highlighted the potential of Chinese green technologies and smart equipment in supporting infrastructure upgrades in Southeast Asia, with over 20 cooperation intentions established with delegations from Saudi Arabia, Brazil, and Singapore [10]. - The integration of industry discussions, technology displays, and trade connections aims to transform the industry from "product output" to "technology + standards + services" output, promoting sustainable development [10].

未来，随着国家对绿色低碳产业支持力度不断加大，中国进出口银行北京分行将继续深化与金隅集团的 合作，共同推动水泥行业向高端化、智能化、绿色化迈进，为实现国家"双碳"目标提供坚实支撑。（阎 丽梅） 转自：新华财经 低碳水泥是水泥工业实现绿色建材体系低碳发展的关键一环，也是金隅集团践行"双碳"目标的重要抓 手。金隅集团依托自身技术积累和产业基础，加大科技研发投入，推动水泥产品向低能耗、低排放、高 性能方向升级。金隅集团作为京津冀地区最大的绿色建材供应商，其低碳水泥产品已支撑京雄高铁、北 京城市副中心等多个国家重大项目工程。为支持这一战略新兴产业的快速发展，中国进出口银行北京分 行精准发力，为金隅集团低碳水泥板块提供专项流动资金贷款支持，通过金融与产业的深度融合，助力 金隅集团跑出绿色转型"加速度"。 在国家"双碳"目标引领下，战略性新兴产业正成为推动经济高质量发展的核心引擎。北京金隅集团股份 有限公司作为国企改革先锋、建材行业的领军企业，立足国企使命，积极响应国家号召，聚焦低碳水泥 研发与产业化，以科技创新驱动产业升级，在新材料领域实现转型升级，展现了新时代中国传统制造业 的绿色担当。 ...

Core Viewpoint - Climate startups are shifting their focus away from climate issues to align with changing economic and political landscapes, emphasizing national security and other market opportunities instead [2][3][5]. Group 1: Shift in Messaging - Companies developing climate-friendly metals, cement, and fuels are now highlighting how their products contribute to national security amid rising global trade tensions [4][5]. - Many climate startups have removed references to climate benefits from their messaging, instead focusing on how their technologies can address urgent national security concerns [11][16]. - The financial environment has become challenging, with equity financing for climate tech startups dropping by 40% in 2024 to $50.7 billion, marking the third consecutive year of decline [7]. Group 2: Company Examples - Magrathea Metals has shifted its narrative from climate benefits to emphasizing the urgency of domestic magnesium production for national security, particularly for military applications [11][14][33]. - Brimstone, a low-carbon cement startup, has repositioned itself as a proponent of domestic manufacturing, removing climate-related commitments from its messaging [15][17]. - VEIR, initially focused on electric vehicle charging solutions, has pivoted to serve the growing data center market, reflecting a broader trend of adapting to immediate market demands [25][29]. Group 3: Broader Industry Trends - Major companies like Dow and General Motors are also aligning their interests with national security, advocating for tax credits for low-carbon hydrogen production without mentioning climate change [20][21]. - The shift in focus among startups and established companies highlights the risks of relying on government subsidies and changing political priorities [23][24].