S 上海现代服务业联合会 Shanghai Services Federation 荣续智库 零碳产城融合项目发展白皮书 摘要 产城融合项目，正逐渐成为城市高质量发展的引擎。它打破产业与城市发展的边界，以产业为骨、城市为脉，重塑空间价值。从核心要素 探寻到海外经验镜鉴，从技术赋能到趋势洞察，本书聚焦产城融合项目，解码其与可持续发展共生逻辑。期望为城市规划者、产业开发者 点亮灵感，共探产城相融、城乡共兴、生态共美的发展新篇，让产业和城市不再是孤立的经济单元，而是活力永续的有机融合体。 PREFACE ANALVST 前言 研究员 在城镇化进程加速推进与产业结构深度调整的过程中，产城融 陈菌 高级注册ESG分析师：25RZQLKC00473A 合项目打破了长期以来产业园区"重产轻城"、城市空间"产 王艳荣 高级注册ESG分析师：24RZQLKC005010A 城割裂"的发展困局，以产业为核、以城市为基，构建起经济 国际通用ESG策略师：SH1928FCA0433 活力进发、生活品质优越、生态环境友好的发展新范式，深度 碳管理师：CHINAETSCM20250010066 关乎区域经济竞争力提升、社会民生福增进与可 ...

Core Insights - The "15th Five-Year Plan" emphasizes "new quality productivity," focusing on the integration of artificial intelligence, green energy, and advanced manufacturing to drive the next wave of human productivity [1] - China's commitment to green transformation is a core aspect of the plan, reinforcing its "dual carbon" goals and positioning the country as a leader in the global supply chain for electric vehicles, lithium-ion batteries, and solar panels [1] - The plan showcases China's growing confidence as a stabilizer in the Global South, expanding its technological standards and infrastructure expertise to emerging markets in Africa, Southeast Asia, and Latin America through the Digital Silk Road [1] Industry Implications - The "15th Five-Year Plan" serves as an economic roadmap that positions China not only as a key player in the global order but also as a major standard-setter for technology and environmental practices [2] - The transition towards high-quality development in China is expected to have a significant impact on the global economy over the coming decades [2]

Core Insights - Hydrogen energy is emerging as a significant player in the global energy landscape, challenging the dominance of fossil fuels that have ruled for over 260 years [2][4][5] - China is the largest producer and consumer of hydrogen, advancing steadily along the entire hydrogen industry chain, supported by favorable policies [2][4] Hydrogen Energy Advantages - Hydrogen is recognized as a "clean" and "efficient" energy source, producing only water as a byproduct during combustion or electrochemical reactions, addressing both policy and market challenges related to carbon neutrality [4][5] - Hydrogen's energy density is approximately three times that of gasoline and four to five times that of coal, making it suitable for various applications from aerospace to everyday household use [4] Industrialization and Application - The hydrogen industry is entering a phase of accelerated application, driven by tightening fossil fuel supplies and increasing environmental regulations [5][11] - Hydrogen fuel cells are pivotal in unlocking a multi-trillion-dollar market, enabling zero-emission vehicles and industrial applications [11][12] Production Challenges - The primary challenge for hydrogen energy is its production, with most hydrogen currently derived from fossil fuels, leading to significant CO2 emissions [6][7] - Transitioning from "grey hydrogen" to "green hydrogen" through water electrolysis is essential, but it requires substantial water and electricity, raising concerns about cost and resource consumption [7][8] Storage and Transportation Innovations - Hydrogen's low density presents significant challenges for storage and transportation, necessitating innovative solutions such as high-pressure gas storage, solid-state storage, and liquid hydrogen [9][10] - The development of integrated hydrogen-ammonia platforms and the "West Hydrogen East Transport" project are key advancements in making hydrogen transport more efficient and cost-effective [10] Market Outlook and Investment Sentiment - Analysts predict that the hydrogen industry will experience accelerated growth during the 14th Five-Year Plan, with increasing demand for green hydrogen and fuel cell vehicles [13] - Investment firms highlight the importance of developing sustainable business models and infrastructure to support the commercialization of hydrogen energy [13]

（编辑 袁冠琳） 证券日报网讯 2月13日，全柴动力在互动平台回答投资者提问时表示，公司将继续深耕发动机主业，不 断加快技术升级，丰富产品结构，提高产品质量，进一步抢占产品市场，提升市场份额，同时加快混合 动力、增程、氢燃料电池、气体机、电驱桥等新能源产品的开发和推广，持续推动公司健康发展。 ...

证券日报网讯2月13日，全柴动力（600218）在互动平台回答投资者提问时表示，控股子公司元隽氢能 的氢燃料电池及关键零部件产品可适配于公交车、叉车、储能等领域。国内燃料电池行业目前主要通过 少量示范运营进行验证，尚未大规模商业使用。元隽氢能的质子交换膜和膜电极等产品正处于测试验证 和试产试销阶段。 ...

Core Viewpoint - Bosch China is reallocating resources in its power systems business amid the automotive industry's transformation, leading to rumors of layoffs, which the company clarifies as normal business adjustments rather than mass layoffs [1][2]. Group 1: Resource Allocation and Adjustments - Bosch has made personnel adjustments in its Wuxi operations since October last year, affecting over a hundred frontline and technical staff, primarily through negotiated contract terminations with enhanced compensation [1][2]. - The adjustments are mainly focused on traditional fuel and hydrogen fuel cell-related businesses, reflecting Bosch's response to declining demand for fuel vehicles and slow commercialization of hydrogen technology [2][3]. - Bosch's powertrain division in Wuxi is a significant manufacturing and R&D base for traditional fuel and hydrogen fuel cell businesses, indicating the strategic importance of these adjustments [2][3]. Group 2: Market Trends and Business Impact - The demand for fuel vehicles is declining, with the penetration rate of new energy vehicles expected to reach 54.07% by 2025, putting pressure on traditional fuel vehicle manufacturers [3][4]. - Bosch's fuel injection and related products are primarily supplied to major automotive clients, and the decline in fuel vehicle orders is prompting Bosch to adjust its production capacity accordingly [3][5]. - The shift in market dynamics is also reflected in the performance of Bosch's partners, such as Weifu High-Tech, which reported an 8.52% decline in revenue from fuel injection systems in 2024 [5]. Group 3: Hydrogen Fuel Cell Developments - Bosch has invested in hydrogen fuel cell technology, with plans for local production of key components, including a planned investment of 1.133 billion yuan for a new production facility in Wuxi [6][7]. - Despite the initial enthusiasm for hydrogen energy, the commercialization of hydrogen fuel cells remains uncertain, with infrastructure and demand still in early stages [7][8]. - Bosch is adjusting its resource allocation towards more immediate and clear-return technologies, such as electric and intelligent driving solutions, while still maintaining some presence in traditional fuel and hydrogen sectors [8][9]. Group 4: Future Directions - Bosch China aims to increase its business investment in the Chinese market, shifting focus from traditional power routes to smart driving, electrification, and control technologies [8][9]. - The company anticipates a 4.9% year-on-year growth in sales to 149.8 billion yuan by 2025, with smart mobility being a core growth driver [8]. - Current job openings at Bosch China are increasingly concentrated in digital manufacturing and AI applications, indicating a strategic pivot towards advanced technologies [9].

Core Viewpoint - China is committed to achieving carbon peak and carbon neutrality goals, emphasizing the importance of green and low-carbon development as part of its ecological civilization strategy [1] Group 1: Green Transition in Qinghai - Qinghai is positioned as a crucial ecological security barrier and clean energy hub, tasked with accelerating green transformation and promoting high-quality development [1] - The province must enhance the cultivation and introduction of green low-carbon talent to integrate green industries with economic development [1] Group 2: Green Low-Carbon Education - Qinghai's higher education institutions are urged to implement the national education framework for green low-carbon development, focusing on key areas like energy storage, hydrogen energy, and carbon capture [2] - A collaborative innovation approach across disciplines is necessary to train talent in climate change, energy transition, and ecological protection [2] Group 3: Promoting Green Low-Carbon Concepts - The integration of green low-carbon development into political theory courses is essential for fostering a deep understanding among students regarding carbon peak and neutrality goals [3] - Innovative and interactive educational models should be developed to enhance practical learning experiences for students [3] Group 4: Establishing School-Enterprise Cooperation - Enterprises play a vital role in green low-carbon industry development and should collaborate with educational institutions to foster talent and technological innovation [4] - A systematic talent cultivation plan should be established through school-enterprise partnerships, combining theoretical knowledge with practical skills [4] Group 5: Creating Green Low-Carbon Job Opportunities - The development of green professions is essential for achieving carbon reduction goals and enhancing environmental safety [5][6] - The emergence of new green jobs, such as those in clean energy and energy efficiency, reflects the growth of new industries and business models [6] Group 6: Building a Participatory Technical Support System - Qinghai aims to create a technology support system that encourages public participation in carbon reduction actions, enhancing awareness and engagement [7] - The system should facilitate the integration of digital technology and energy data to promote a culture of green behavior among citizens [7]

Group 1 - The core viewpoint is that Zaozhuang City in Shandong Province is transforming from a resource-exhausted city to a hub for new energy and materials industries, with non-coal industry value added now accounting for 83% of the economy and high-tech industry output rising to 55.3% [1] - Zaozhuang has introduced the country's first lithium battery industry development promotion regulations and established a four-dimensional promotion mechanism involving "chain leader + chain master + alliance + fund" to develop the lithium battery industry as a primary sector [1] - The city has developed 280 new energy battery enterprises and is planning to build a zero-carbon smart valley that integrates urban and industrial development, focusing on solid-state batteries, perovskite solar cells, and hydrogen fuel cells [1] Group 2 - Zaozhuang is innovating an "ecology + industry" comprehensive governance model, aiming to complete the remediation of 105,500 acres of subsidence areas and ecological restoration of over 24,000 acres of abandoned mines by the end of 2025 [2] - The city is implementing ten major projects, including afforestation and river management, with goals to complete 4,500 acres of tree planting and 1,030 acres of wetland restoration by 2025 [2] - The city aims to become a leading model for green and low-carbon transformation in resource-based cities, focusing on building a new energy manufacturing base and a cultural tourism city along the Grand Canal [2]

Group 1 - The core viewpoint is that Zaozhuang City in Shandong Province is actively transforming from a resource-depleted city to a hub for new energy and materials industries, with non-coal industry value added reaching 83% and high-tech industry output accounting for 55.3% [1] - Zaozhuang has introduced the country's first lithium battery industry development promotion regulations and established a four-dimensional promotion mechanism involving "chain leader + chain master + alliance + fund" to develop the lithium battery industry as a priority [1] - The city has developed 280 new energy battery enterprises and is planning to build a zero-carbon smart valley integration demonstration area, focusing on solid-state batteries, perovskite solar cells, and hydrogen fuel cells [1] Group 2 - Zaozhuang is implementing an innovative "ecology + industry" comprehensive governance model, aiming to complete the governance of 105,500 acres of subsidence areas and ecological restoration of over 24,000 acres of abandoned mines by the end of 2025 [2] - The city is also undertaking ten major projects, including afforestation and wetland restoration, with goals to plant 4,500 acres of trees and restore 1,030 acres of wetlands by 2025 [2] - The municipal government aims to position Zaozhuang as a leading city in green and low-carbon transformation, focusing on building a new energy manufacturing base and enhancing cultural tourism [2]

Core Viewpoint - Yale University and the University of Missouri have developed a manganese-based catalyst that efficiently converts carbon dioxide (CO2) into formate, presenting a sustainable solution for hydrogen production and storage [1][2]. Group 1: Catalyst Development - The new manganese-based catalyst is abundant and cost-effective, making it an ideal alternative to precious metal catalysts [1]. - The innovative design of the catalyst includes an additional donor atom in the ligand, significantly enhancing its stability and extending its lifespan [1]. Group 2: Application and Impact - Formate is recognized as a promising hydrogen storage material, potentially providing clean energy for the next generation of hydrogen fuel cells [1]. - The process of capturing CO2 from the air and converting it into formate not only reduces greenhouse gas emissions but also creates high-value chemicals [1]. - The performance of the new catalyst has surpassed that of most precious metal systems, indicating strong application prospects [2]. - The design concept of the catalyst may be applicable to other catalytic reactions, promoting the development of more green chemistry technologies [2].