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锚定“双碳”目标 专家详解差异化推进逻辑
Xin Lang Cai Jing· 2025-12-31 15:54
中经记者 杜丽娟 北京报道 《山西日报》消息称,作为落实国家"双碳"目标的重要实践,山西省长治市农村"近零碳排放"社区试点 项目涵盖李坊村、中村、王坊村和河南村四个自然村,总投资近3亿元。该项目由生物质供热、生物质 供电、分布式屋顶光伏建设、生活污水一体化处理工程、"智碳星"能源控制系统及种养循环六个子项目 组成。项目通过科学规划与绿色管理,不仅大幅减少碳排放,还带动了乡村经济发展,成为生态与经济 双赢的典范。 "和山西一样,宁夏的'零碳乡村'实践,通过'光储直柔'技术,成功让农民转变为能源生产者,展示了乡 村绿色发展的广阔前景。"李菁举例。 在行业层面,李菁认为,对传统高耗能行业需实施"差异化精准管理",并积极利用转型金融工具支持其 有序转型。对于新兴产业,则应鼓励其深度融入绿色低碳产业链,强化碳技术创新,并主动对接碳市场 等政策工具,以获得市场与政策的双重激励。 2025年是"双碳"目标提出5周年,也是衔接"十四五"收官与"十五五"谋划的关键节点。"十五五"规划建 议提出,以碳达峰碳中和为牵引,协同推进降碳、减污、扩绿、增长,筑牢生态安全屏障,增强绿色发 展动能。 随着"双碳"目标纳入国家中长期发展战略, ...
生物质供热潜力加速释放
中国能源报· 2025-12-15 06:06
Core Viewpoint - The article emphasizes the increasing economic viability of biomass resource utilization in China, driven by supportive policies, which enhances the potential for clean heating in rural areas and promotes a diversified clean energy supply system alongside wind and solar energy [1][3]. Group 1: Biomass Resource Utilization - China produces over 800 million tons of straw annually, and improper disposal leads to air quality issues and waste of green resources [5]. - The cost of biomass heating is becoming more competitive, with an average fuel cost of approximately 144 RMB per ton of steam, compared to 333 RMB for gas and coal boilers, especially during times of tight natural gas supply and rising coal prices [5]. - The utilization of biomass energy, particularly in rural areas, is crucial for achieving environmental goals and supporting rural clean heating initiatives [5][6]. Group 2: Policy Support and Strategic Importance - Recent top-level designs and the "14th Five-Year Plan" highlight the strategic importance of rural energy, positioning it as a key pillar for energy security, carbon reduction goals, and rural revitalization [6]. - The integration of various technologies and policies, such as zero-carbon parks and advancements in heat pump technology, creates favorable conditions for low-carbon heating in rural areas [6]. Group 3: Progress in Rural Biomass Heating - Rural biomass heating is transitioning from pilot projects to large-scale promotion, particularly in resource-rich areas like Heilongjiang Province, which produces about 90 million tons of straw annually [8][9]. - Heilongjiang has achieved a comprehensive utilization rate of 95.07% for straw, with over 660,000 households using biomass heating, representing over 60% of rural households [9]. - Innovative models in Heilongjiang include various combinations of biomass and electric heating systems, enhancing cost efficiency and promoting low-carbon living [9]. Group 4: Coupling Biomass with Solar Energy - The coupling of biomass energy with solar heating has received clear policy support, with the aim of integrating multiple energy sources for efficient utilization [11]. - This approach not only promotes the use of biomass resources but also supports the development of rural photovoltaic projects, addressing challenges related to limited distribution capacity in rural areas [11]. - Establishing distributed biomass fuel processing plants in rural areas can facilitate the integration of solar energy and biomass, potentially resolving issues related to photovoltaic access [11].
【私募调研记录】凯丰投资调研长青集团
Zheng Quan Zhi Xing· 2025-06-10 00:13
Group 1 - The core viewpoint of the news is that Kaifeng Investment has conducted research on Changqing Group, highlighting its operational highlights and development goals for 2024, including non-subsidy revenue growth and reduced fuel costs [1] - Changqing Group's first-quarter performance growth is attributed to decreased fuel costs and increased VAT refunds, with biomass fuel procurement prices declining due to reduced market competition and sufficient supply [1] - The company is optimistic about the future development of biomass heating, supported by national policies promoting environmental requirements that encourage enterprises to shift towards centralized heating [1] Group 2 - Changqing Group is focusing on the "green electricity direct connection" model, potentially using projects with expired subsidies as pilot cases [1] - The company is collaborating with Zhongke Xinkong to advance digital transformation, while the share transfer agreement with the controlling shareholder to Zhongke Hongyuan is still under review [1]
江苏:零碳园区应配置新型储能,推动微电网与主网协同发展
Core Viewpoint - The article discusses the "Zero Carbon Park Construction Guidelines" released by Jiangsu Development and Reform Commission, emphasizing the integration of new energy and storage technologies, digitalization, and intelligent management to achieve zero carbon emissions in industrial parks [1][10]. Group 1: Overall Principles - The construction of zero-carbon parks should focus on innovation and reform, balancing economic development with carbon reduction goals [16]. - Parks should implement systematic planning tailored to local conditions, gradually achieving zero-carbon targets [16]. Group 2: Construction Content - Energy efficiency management is crucial, requiring the use of energy-efficient equipment and the implementation of energy-saving upgrades in high-consumption industries [17][18]. - Parks should develop distributed renewable energy sources, such as solar and wind, and promote the use of new energy storage technologies [19][20]. - Infrastructure should be upgraded to meet green building standards, and facilities for electric and hydrogen vehicles should be established [21][22]. Group 3: Clean Production - The guidelines advocate for green production practices, including mandatory audits for high-energy-consuming enterprises and the promotion of clean production technologies [23][24]. - Encouragement of low-carbon product design and lifecycle management is emphasized to reduce carbon footprints [24]. Group 4: Resource Circulation - The guidelines stress the importance of optimizing spatial layouts for resource efficiency and promoting circular production processes among enterprises [25]. - Waste management and pollution control measures should be enhanced to minimize environmental impact [25]. Group 5: Performance Evaluation - A set of performance indicators is established to monitor the progress of zero-carbon park construction, including energy consumption, carbon emissions, and the adoption of renewable energy [30][31]. - The guidelines specify that key indicators must be met to ensure effective implementation of zero-carbon strategies [31].
我国生物质能发电规模达4599万千瓦
Zhong Guo Dian Li Bao· 2025-04-18 03:11
Core Viewpoint - The development of biomass energy in China is projected to significantly increase by the end of 2024, with installed capacity reaching 45.99 million kilowatts and electricity generation hitting 208.3 billion kilowatt-hours, highlighting its potential as a key renewable energy source for achieving carbon neutrality goals [1][2] Group 1 - Biomass energy is characterized as a zero-carbon renewable energy source with diverse forms (solid, liquid, gas) that can replace fossil fuel consumption, particularly in low-carbon transportation fuels [1] - The global energy landscape is undergoing rapid restructuring, with biomass energy being a crucial element for achieving China's dual carbon goals, emphasizing energy security and resource recycling [1] - The "2025 China Biomass Industry Development Annual Report" indicates that the biomass industry will experience technological breakthroughs, diversified application scenarios, and a dual policy-market approach over the next five years [2] Group 2 - The "2025 Biomass Energy Innovation Development Forum" was supported by various governmental departments and attracted widespread attention from society, focusing on themes of green journeys, innovation-driven development, and future empowerment [2]