在发布环节，备受关注的氢交易平台及氢价指数在"领航中国・绿色燃料交易专题活动"中正式发布。氢交易平台的推出将为绿色燃料， 尤其是氢能的跨境交易、价格对接提供重要支撑，为国内氢能交易市场化服务再添动力，助力构建规范化、高效化的氢能交易生态。 商务部投资促进事务局副局长唐颂、中国氢能联盟秘书长刘玮分别做开场致辞，强调了绿色燃料在科技创新、能源安全中的重要价值， 指出本次活动对搭建产业协作平台、探索国际合作路径的重要意义。 亚洲基础设施投资银行副行长潘安杰（Ajay BhushanPandey）以《绿氢与全球能源治理新架构》为主题做主旨演讲，从国际视角分析绿 色燃料交易对全球能源治理体系的影响，分享亚洲基础设施投资银行在支持绿色能源领域的实践经验与未来方向，为参会者提供全球化 视野下的能源治理战略思考。 来源：上海证券报·中国证券网 上证报中国证券网讯（闫婧 陈铭 记者 杨烨）9月9日，由商务部投资促进事务局与中国氢能联盟联合举办的"领航中国・绿色燃料交易专 题活动"在第二十五届中国国际投资贸易洽谈会（简称"投洽会"）期间成功举行。 在全球能源转型与应对气候变化的多重背景下，为推动绿色燃料市场化交易与国际产业协同， ...

Report Industry Investment Rating No information provided in the content. Core Viewpoints of the Report - The shipping industry is transitioning from environmental awareness to mandatory compliance, and decarbonization has become a necessity. The IMO's new strategy and other policies are driving the industry towards green alternative fuels [2][11]. - Methanol is leading in commercial applications, while ammonia is considered the most promising long - term solution for ocean shipping. However, both face challenges such as high green production costs and low energy density [3]. - Biofuels offer a short - term transition for existing fleets, while hydrogen and electricity are mainly used in short - distance markets due to infrastructure and energy density limitations [4]. Summary According to the Directory 1. Policy Background of Ship Alternative Fuels - **IMO《2023 年船舶温室气体减排战略》**: In 2023, the IMO replaced the 2018 strategy with a new one, significantly raising the target requirements. By 2050, it aims for net - zero emissions in international shipping, making green methanol and green ammonia priority options [12][13][15]. - **EU ETS**: Since January 1, 2024, the shipping industry has been included. It requires ships to pay for carbon emissions, changing the demand logic for alternative fuels and driving the industry towards compliance [16][17]. - **US《通胀削减法案》**: It provides production tax credits for clean hydrogen and subsidies for low - carbon transportation fuels. It also allocates $3 billion for port infrastructure. However, policy changes under Trump may weaken support [18][19]. - **China's "Dual Carbon" Goal Strategy**: China is promoting the green transformation of the shipping industry from both supply and demand sides. It aims to increase the market share of green - powered ships and build an incentive and infrastructure system [20][21]. 2. Current Situation and Limitations of Mainstream Ship Fuels - **Fossil Fuels**: They still dominate the shipping industry, accounting for over 90% of sales. Although the industry can adapt to some regulations, they cannot meet the net - zero emission requirements [23][29][30]. - **LNG**: It has developed rapidly, with the global fleet expected to nearly double by 2028. But due to methane emissions, it is difficult to meet the net - zero goal [31][32][33]. 3. Future Alternative Fuel Solutions - **Methanol**: It is the fastest - growing alternative fuel in commercialization. It has advantages in storage and infrastructure compatibility but has low energy density and high green production costs [38][41][46]. - **Ammonia**: It offers a zero - carbon solution but faces challenges such as toxicity, low energy density, and harmful emissions [48][49][51]. - **Biofuels (Renewable Diesel)**: HVO can be directly used in existing engines and facilities, reducing emissions immediately. However, raw material supply is a major constraint [53][54][57]. - **Electricity**: Battery - powered ships offer zero - emissions but are limited by low energy density, high costs, and lack of infrastructure, mainly used in short - distance markets [58][60][61]. - **Hydrogen**: It has high energy potential but faces storage difficulties, lack of infrastructure, and immature technology, mainly in the demonstration stage [62][63][67]. 4. Future Development Trends of Ship Alternative Fuels - **Policy and Market - Driven Fuel Pattern**: Regional policies will shape the choice of alternative fuels, leading to the emergence of "green corridors" [71][72]. - **New Shipbuilding Orders**: LNG is still the leading alternative fuel in terms of orders but is a transitional option. Methanol is rising rapidly, especially in container ships. Ammonia orders are few but show industry confidence in long - term use [74][76][77].

Core Viewpoint - The company is actively promoting green transformation and biodiversity protection, aligning with the "green mountains and clear waters are gold and silver mountains" philosophy, and has made significant progress in ecological conservation and low-carbon development [1][2]. Group 1: Green Transformation Initiatives - The company is transitioning from primarily oil and gas production to a comprehensive energy supply model that includes oil, gas, heat, and hydrogen [2]. - Key environmental indicators, such as chemical oxygen demand and VOC emissions from refining enterprises, are expected to see a comprehensive decline by 2024 [2]. - The company has been recognized in Fortune magazine's "2024 Most Admired Chinese Companies" list for its outstanding performance in biodiversity protection [2]. Group 2: Biodiversity Protection Efforts - The company has established multiple biodiversity protection sites, including the Guo Wu Lake and Lao Hu Mountain, which host various protected species and contribute to ecological restoration [6][8]. - The Guo Wu Lake protection area covers 1.98 million square meters and is home to 114 plant species and 55 bird species, including two national first-class protected birds [6]. - The Lao Hu Mountain protection area spans approximately 2.17 million square meters, featuring 118 plant species and 32 bird species, including national first-class protected species [8]. Group 3: Specific Biodiversity Sites - The Alshan East Lake Wetland, covering about 15,000 square meters, serves as a habitat for numerous protected bird species and plays a crucial role in water conservation [9]. - The Yan Ge Lake, located in the Longqing Oilfield, has become a vital stopover for migratory birds, with the population of red-billed gulls increasing from dozens to over a thousand [10]. - The Tarim Desert Highway Protection Forest, recognized as the world's first "desert green corridor," spans 436 kilometers and supports over 20 million plants, providing a habitat for various bird species [15]. Group 4: Innovative Ecological Projects - The Tarim Oilfield's desert botanical garden is the first of its kind in a large moving desert, featuring nearly 200 plant species and contributing to ecological research and restoration [16]. - The Keke Ya Ecological Park has planted over 18,000 trees and serves as a biodiversity reservoir, with designated areas left undisturbed for wildlife [17]. - The Hainan Wenfeng Egret Habitat, covering 125,000 square meters, is a critical migratory corridor for various bird species and integrates ecological protection with community education [18].

Group 1 - The core viewpoint of the news is that Sanying United Technology Co., Ltd. is progressing with its IPO guidance, with the assistance of Debon Securities [1] - Sanying United was established in 2005 with a registered capital of 105 million yuan, focusing on the research, manufacturing, sales, and service of automated equipment for energy refueling, including oil, gas, hydrogen, and electricity [1] - The company is recognized as a national-level specialized and innovative small giant enterprise and has maintained over 20 years of stable strategic partnerships with major state-owned oil companies such as Sinopec, PetroChina, CNOOC, and Sinochem [1] Group 2 - Recent changes in the company's board include the promotion of Qin Linxiang to chairman and the transition of former chairman Lin Jianyong to vice chairman [2] - The current chairman of the company is Qin Linxiang, and the general manager is Cai Hongpu [2] - Sanying United has made investments in seven companies, including Beijing Zhonghai Ying Petroleum Equipment Engineering Technology and Zhengzhou Sanying United Energy Equipment [2]

Core Viewpoint - The Sichuan Provincial Ecological Environment Department and 14 other departments have jointly issued the "Implementation Plan for the Construction of Carbon Footprint Management System in Sichuan Province," which outlines a timeline and roadmap for establishing a product carbon footprint management system to promote green and low-carbon supply chain development and achieve carbon peak and carbon neutrality goals [1][3]. Group 1: Carbon Footprint Management System - The product carbon footprint connects production enterprises and consumers, facilitating greenhouse gas emission reduction across the entire lifecycle [2]. - The management system will consist of "two major cornerstones" (carbon footprint accounting standards and carbon footprint factor database) and "three systems" (product carbon labeling certification, carbon footprint grading management, and information disclosure) [2][3]. - By 2027, the initial establishment of the carbon footprint management system is targeted, with further improvements and expanded application scenarios by 2030 [3]. Group 2: Key Tasks and Focus Areas - The plan includes multiple petrochemical products in its scope, emphasizing the establishment of accounting rules and standards for products such as natural gas, fuel, fertilizers, hydrogen, and lithium batteries [4]. - Priority will be given to carbon footprint accounting for key products in sectors like decoration materials, lithium batteries, and clean energy equipment [4]. - The plan supports the development of low-carbon supply chains, particularly in the fields of power batteries, new energy vehicles, and photovoltaics [4]. Group 3: Preparation for Enterprises - Enterprises are advised to enhance their management systems by integrating carbon footprint factors into their supply chain management and establishing monitoring and reporting mechanisms [5][6]. - Strengthening accounting applications is crucial, including collaboration with certification bodies and adherence to various standards for carbon footprint assessment [6]. - Companies should focus on energy-saving and carbon reduction strategies, targeting major emission sources and promoting relevant technologies [6]. - Capacity building is essential, involving talent acquisition, foundational research, and training on carbon footprint management [6].

Core Viewpoint - The article discusses the complexities faced by investors and companies in the energy transition process due to increasing policy risks and geopolitical tensions, highlighting the strong momentum of clean energy technologies and the cost-competitive solutions that will drive global energy transition [1]. Group 1: Market Insights - The Bloomberg New Energy Finance report projects that electricity demand in Asia, the Middle East, and Africa will significantly contribute to global electricity consumption growth, with data center electricity demand expected to increase 6-16 times, reaching 260 TWh by 2035 [5]. - The report indicates that the total investment potential for renewable energy from 2025 to 2035 is nearly $6 trillion, and from 2025 to 2050, it is projected to be $10.55 trillion [6]. Group 2: Investment and Policy Implications - The report outlines that large-scale investments and rapid deployment of clean energy technologies are crucial for achieving transformative change, emphasizing the need for policymakers and investors to leverage existing solutions in renewable energy, storage, and electric vehicles [6]. - The economic transition scenario predicts widespread electrification of clean power and road transport, with a long-term decline in coal and oil usage, potentially leading to a 22% reduction in overall emissions by 2050 [7]. Group 3: Required Investments - The required investment for achieving the baseline economic transition scenario and the net-zero scenario is estimated at $185 trillion and $213 trillion, respectively, indicating a mere 15% difference between the two pathways [7].

Core Insights - The marine strategic emerging industries in China are experiencing significant growth, with new orders, delivered orders, and hand-held orders increasing by 57.1%, 114.3%, and 24.2% year-on-year respectively in Q1 of this year [1] - The added value of marine emerging industries is projected to grow by 7.2% in 2024, surpassing the growth rate of the marine gross production value by 1.3 percentage points [1] Group 1: Industry Development - The marine strategic emerging industries include sectors such as seawater utilization, marine biotechnology, marine renewable energy, marine new materials, marine equipment manufacturing, deep-sea strategic resource development, and modern marine services [1] - Increased investment and research from research institutions and enterprises are accelerating the technological upgrades in marine strategic emerging industries [1] Group 2: Policy and Support - There is a need for enhanced policy support, including the formulation of development plans, financial subsidies, tax incentives, and diversified capital investment channels to promote sustainable industry growth [2] - Establishing industrial bases and parks to nurture leading technology enterprises and specialized small and medium-sized enterprises in the marine emerging industries is essential for fostering industry clusters [2] Group 3: Innovation and Collaboration - Promoting collaborative innovation across the entire industry chain is crucial, particularly in developing marine renewable energy technologies and deep-sea biological resource utilization [2] - Strengthening cooperation between enterprises and educational institutions is necessary to ensure the output and transformation of research results, accelerating the cultivation of high-quality projects in marine strategic emerging industries [2] Group 4: Energy Security - Accelerating the exploration of marine oil and gas resources and the construction of deep-water oil and gas fields is vital for ensuring sustainable marine energy supply [3] - The development of integrated offshore photovoltaic demonstration projects is aimed at creating a new energy cycle involving photovoltaic power generation, hydrogen production, and new energy storage [3]

发表演讲的亚投行行长金立群（29日，东京都千代田区） 亚投行行长金立群日经论坛第30届"亚洲的未来"上发表演讲。他表示在亚洲实现可持续经济增长 方面关注日本技术。还指出对氢的投资从能源安保的观点来看也很重要，中日韩在亚洲地区展开 合作的空间很大…… 亚洲基础设施投资银行（AIIB）行长金立群5月29日下午在东京举行的日经论坛第30届"亚洲的未 来"上发表演讲。他表示，通过在亚洲推进可再生能源基础设施的开发，地区可以享受能源安全保 障。 亚洲地区占世界二氧化碳排放量的约6成。金立群表示，（在基础设施开发和环保方面）保持平 衡的原则非常重要。他还表示亚投行重视ESG（环境、社会、公司治理）。 金立群表示，过去一直以亚洲地区为中心，为可持续发展提供资金，并强调如果不对环境友好， 就不可能实现可持续发展。 金立群在亚洲实现可持续经济增长方面关注日本技术。他表示对作为新能源之一的氢的投资从能 源安全保障的观点来看也很重要，中日韩在亚洲地区展开合作的空间很大。 版权声明：日本经济新闻社版权所有，未经授权不得转载或部分复制，违者必究。 日经中文网 https://cn.nikkei.com 视频号推荐内容： ...