文 | 国家发展和改革委员会 近日，国家发展改革委、工业和信息化部、国家能源局联合印发《关于开展零碳园区建设的通知》， 开启国家级零碳园区申报。 各地区推荐园区数量 不超过2个 ，于8月22日前将推荐园区名单及建设方 案报送国家发展改革委。国家发展改革委会同有关方面对地方推荐园区的建设方案进行审核，统筹考虑 产业代表性、综合示范性、碳减排潜力 等因素， 确定首批国家级零碳园区建设名单。 《通知》明确了零碳园区建设的重点任务，在用能结构转型方面强调：加强园区及周边可再生能源开发 利用，支持园区与周边非化石能源发电资源匹配对接， 科学配置储能等调节性资源， 因地制宜发展 绿电直连、新能源就近接入增量配电网 等 绿色电力直接供应模式，鼓励参与绿证绿电交易，探索氢电 耦合开发利用模式。推动园区积极利用生物质能核能、光热、地热、工业余热等热能资源，实现供热系 统清洁低碳化。探索氢能、生物质等替代化石燃料和原料。 此外，《通知》指出支持园区加强改革创新。支持 地方政府、园区企业、发电企业、电网企业、能源 综合服务商 等各类主体参与零碳园区建设，围绕实现高比例可再生能源供给消纳探索路径模式。 鼓励 有条件的园区以虚拟电厂（ ...

Group 1 - The national maximum electricity load reached 1.465 billion kilowatts on July 4, an increase of approximately 200 million kilowatts compared to the end of June, marking a historical high and a year-on-year growth of nearly 150 million kilowatts [1] - Various power generation companies, including Datang Huayin Power Co., have fully activated their thermal power units to ensure stable electricity supply during the high-temperature period [1] - Companies are actively responding to the electricity supply challenges by deploying "wind, solar, water, fire, and storage" projects to work in synergy [2] Group 2 - Inner Mongolia Mengdian Huaneng Thermal Power Co. provides stable thermal power supply with an installed capacity of 11.4 million kilowatts, while Hebei Jiantou Energy Investment Co. controls over 20% of the coal-fired installed capacity in Hebei's power grid [2] - Jiangsu New Energy Development Co. has diversified its renewable energy portfolio, with wind power capacity of 1.14 million kilowatts and solar power capacity of 170,000 kilowatts, contributing to summer electricity supply [3] - Huazi Technology Co. is leading in the energy storage and microgrid sectors, providing comprehensive lifecycle services and actively participating in summer electricity supply efforts [3]

Core Viewpoint - The recent Rural Energy Development Conference highlighted the significant opportunities for rural energy development in China, driven by policy support and technological advancements, aiming for inclusive, safe, green, economic, and collaborative growth [1][2]. Group 1: Rural Energy Development - Rural energy is crucial for ensuring supply, improving livelihoods, and reducing carbon emissions, serving as a key driver for agricultural modernization [1]. - The development of renewable energy in rural areas is becoming an essential part of rural industry and a vital source of income for farmers [1]. - The diverse applications of renewable energy, such as solar, wind, and biomass, are expected to see substantial growth as agricultural modernization accelerates [1]. Group 2: Challenges and Solutions - Rural areas face significant challenges, including weak infrastructure and limited social services, leading to high costs and long supply chains for renewable energy development [2]. - The focus during the 14th Five-Year Plan should shift towards rural energy transition and industrial restructuring, ensuring economic viability and ecological sustainability [2]. - Strategies to enhance rural energy development include improving clean energy supply capabilities, expanding direct applications of renewable energy, and fostering innovative service systems [2]. Group 3: Policy and Research Insights - The report on rural energy policy emphasizes the need for a balanced approach that incorporates accessibility, cleanliness, affordability, and reliability in energy development [3]. - Sustainable rural energy development requires suitable technology, viable business models, and robust policy support to create a closed-loop system of usability, feasibility, and policy backing [3].

Core Viewpoint - Jiaao Environmental Protection has faced regulatory scrutiny for information disclosure violations, marking its third investigation since 2020, amid rising concerns over its governance and operational sustainability due to continuous losses and a high debt ratio [1] Group 1: Regulatory Issues - The latest investigation centers on the failure to properly convert construction in progress into fixed assets for a subsidiary project, leading to inaccurate financial disclosures for 2022 and 2023 [2] - The company has a history of financial misconduct, including a 2020 case where it inflated revenue by 179 million (14.24% of 2019 revenue) through improper accounting practices, resulting in fines and penalties for executives [3] - Despite claims of rectifying accounting errors, ongoing regulatory actions indicate deeper governance issues, exacerbated by the departure of key executives since 2021 [4] Group 2: Financial Performance - Jiaao Environmental Protection has experienced a dramatic decline in revenue, dropping from 3.211 billion to 1.274 billion from 2022 to 2024, with cumulative losses exceeding 407 million [5] - The company's debt crisis is imminent, with a debt ratio of 80.45% and short-term loans of 1.405 billion against only 230 million in cash, indicating severe liquidity issues [6] - Efforts to recover financially are uncertain, as the company relies on new projects and market expansion, yet has seen a 54.65% decline in operating cash flow due to procurement issues [7]

Core Viewpoint - Jiaao Environmental Protection has been investigated by the China Securities Regulatory Commission (CSRC) for suspected violations of information disclosure, marking the second investigation in five years [1][9]. Company Overview - Jiaao Environmental Protection, established in 2003 and listed on the Shanghai Stock Exchange in 2016, focuses on the research, production, and sales of bio-based plasticizers and biomass energy [3]. - The company has been recognized as one of the top ten enterprises in the plasticizer industry in China and has a biodiesel production capacity of 300,000 tons annually through its subsidiaries [3]. History of Violations - In March 2020, Jiaao Environmental Protection corrected multiple financial reports from 2017 to 2019 due to inconsistencies caused by staff errors [5]. - In December 2020, the CSRC initiated an investigation for information disclosure violations, revealing that the company had inflated its 2019 revenue by approximately 179 million yuan, which accounted for 14.24% of the reported revenue [7]. - The company faced administrative penalties in May 2021, including a fine of 1 million yuan for the company and its executives [7][8]. Recent Developments - The latest investigation by the CSRC is related to inaccuracies in annual report disclosures, with the Zhejiang Securities Regulatory Bureau previously issuing a warning regarding unreported construction projects [9]. - The company has made retrospective adjustments to its financial statements, resulting in increased losses for 2022 and 2023 [10][11]. Financial Performance - Jiaao Environmental Protection reported revenues of 3.211 billion yuan, 2.666 billion yuan, and 1.274 billion yuan for 2022, 2023, and 2024 respectively, with net losses of 46.89 million yuan, 7.54 million yuan, and 367 million yuan [11]. - The decline in revenue is attributed to the EU's anti-dumping policies affecting biodiesel exports, leading to a 76.64% decrease in biomass energy revenue [12]. Debt Situation - As of the first quarter of 2025, the company's debt ratio reached 80.45%, with cash reserves of only 230 million yuan and short-term borrowings of 1.405 billion yuan [13]. - The company has struggled with liquidity issues since its IPO in 2016, having attempted five capital increase plans, with the latest plan aiming to raise up to 367 million yuan for debt repayment and working capital [14][15]. Shareholding and Control - The actual controller, Shen Jian, holds a 37.38% stake in the company, which is expected to increase to 51.23% following the completion of the latest capital increase [15]. - Shen Jian has pledged shares to secure personal investments and support the company's operations, with ongoing efforts to reduce the pledge ratio through asset disposals and bank loans [15].

星标 ★ IPO日报 精彩文章第一时间推送 6月23日晚间，浙江嘉澳环保科技股份有限公司（下称"嘉澳环保"，603822.SH）发布公告称，公 司近日收到中国证监会的《立案告知书》。 公司涉嫌信息披露违法违规行为，根据相关法律法规， 证监会决定对公司立案调查。 公司在公告中表示，目前日常经营秩序保持正常状态，各项业务活动按计划有序开展。公司将积极 配合证监会的相关调查工作，严格按照监管要求履行信息披露义务。 制图：佘诗婕 曾虚假记载 需要指出的是，嘉澳环保此次被立案，并非首次遭遇监管处罚。 2021年5月，公司收到中国证监会浙江监管局《行政处罚事先告知书》，公司涉嫌信息披露违法违 规案。 经查明，嘉澳环保涉嫌违法的事实如下：嘉澳环保于2019年初至2020年8月，通过其全资子公司 浙江东江能源科技有限公司（以下简称"东江能源"）、浙江嘉穗进出口有限公司（以下简称"嘉穗 进出口"）与RICH TIME TRADING（以下简称"RICH TIME"）、FOUTAIN HIGH HK TRADING LIMITED（以下简称"FOUTAIN HIGH"）、High Channel Limited（以下简称"HIG ...

这并非嘉澳环保首次"信息披露违规"。此前，致嘉澳环保披露的2019年年度报告、2020年第一季度报 告、2020年半年度报告和2020年第三季度报告存在虚假记载。其中，2019年报虚增营收1.79亿元（占比 14.24%），虚增营业成本1.8亿元，虚减净利润105.04万元；2020年一季报、半年报、三季报分别虚增 营收0.89亿元、1.19亿元、1.49亿元，虚减净利润58.93万元、68.44万元、93.61万元。 2020年12月，嘉澳环保称被证监会立案调查。2021年5月，浙江证监局对嘉澳环保罚款100万元，并对董 事长沈健、财务总监查正蓉等高管处以警告及罚款。 6月23日，嘉澳环保（603822）（603822.SH）发布公告称，公司近日收到中国证券监督管理委员会对 公司的《立案告知书》，公司涉嫌信息披露违法违规，决定对公司立案。 公司官网显示，嘉澳环保于2016年在上交所上市，是一家致力于研发、生产、销售生物基增塑剂和生物 质能源的环保型科技公司。公司旗下现有9家子公司，分别生产销售环保增塑剂、稳定剂及生物柴油。 目前，子公司东江能源和嘉澳新能源的生物柴油全年产能已达到30万吨。 公告显示，公司子 ...

Core Viewpoint - Jiaao Environmental Protection has been investigated by the China Securities Regulatory Commission (CSRC) for suspected information disclosure violations, yet the company's stock price rose significantly, indicating market resilience despite regulatory challenges [1][3]. Company Overview - Jiaao Environmental Protection, established in January 2003, focuses on the research, production, and sales of environmentally friendly plasticizers, stabilizers, and biomass energy [10]. Recent Developments - On the evening of the 23rd, Jiaao Environmental announced it was under investigation by the CSRC for information disclosure violations, which led to a strong market reaction with the stock price initially rising nearly 7% before settling at a 4.74% increase [1][3]. - The company has faced regulatory scrutiny before, having received a warning letter from the Zhejiang Securities Regulatory Bureau in August 2024 for inaccuracies in its financial disclosures [5]. Financial Performance - In 2022, Jiaao Environmental reported a revenue of 3.211 billion yuan, a significant increase of 67.59% year-on-year, but incurred a net loss of 32.44 million yuan, marking a 131.79% decline in profitability [11]. - For 2023, revenue decreased to 2.666 billion yuan, down 16.98% year-on-year, but the company managed to achieve a net profit of 2.0888 million yuan, indicating a return to profitability [11]. - However, in 2024, the company faced further challenges with revenue dropping to 1.274 billion yuan, a decline of 52.23%, and a net loss of 36.7 million yuan, indicating a worsening financial situation [11]. - The first quarter of 2025 showed continued struggles, with revenue at 467 million yuan, down 6.59% year-on-year, and a net loss of 47.04 million yuan [12][15]. Market Context - The chemical products sector in A-shares has been active, which may have contributed to the stock price increase of Jiaao Environmental despite the ongoing investigation [1].

在连云港市徐圩新区方洋水务厂区内，每天都上演着令人惊叹的"工业水循环交响曲"。方洋水务的"水 魔法工厂"，通过"一企一管一罐"的精准分类收集系统，结合分质处理工艺，将园区废水回用率提升至 70%的行业标杆水平，这一成绩在全国同行业中处于领先地位，已然成为工业废水资源化利用的典范， 实现了工业废水处理的技术突破。 在推动水污染处理企业服务石化产业发展的进程中，连云港市石化产业联盟党委始终坚持聚"链"优势， 充分发挥服务保障作用，成为企业坚实的后盾。联盟党委积极指导江苏方洋水务等企业申报国家节能降 碳专项资金，为企业争取到宝贵的资金支持，全力推动节能降碳项目顺利落地实施，不仅优化了产业结 构，更构建起绿色低碳的经济发展新格局。"近年来，连云港市深挖产业链优势，积极探索党建引领产 业链强链、补链、延链的新路径，将组织阵地建设、服务保障、协同发展深度融入'链'上，创新构建了 以党建链串联产业链的产业党建新模式。"市发改委相关负责人介绍。 沿着产业链，连云港市着力构建优质高效的服务链，将先锋力量转化为实实在在的贴心服务。嘉澳新能 源有限公司100万吨/年废弃油脂转化生物质能源项目（一期工程）成功入选国家第一批绿色低碳先 ...

夏津地处冀鲁交界，风能资源密度达每平方米300瓦以上，年日照时长超2200小时。依托这一资源优 势，当地将发展新能源作为县域经济转型的重要抓手，目前已形成集风电、光伏、生物质能于一体的绿 色能源体系，年减排二氧化碳160万吨。 在国网夏津县供电公司新能源调度中心，大屏幕上实时显示着全县各个新能源场站的运行数据。"目前 新能源功率预测精度超过95%，为电网调度提供了重要支撑。"调度中心负责人牟万里说。 新华社济南6月2日电（记者陈国峰）夏日时光里，走进山东省德州市夏津县的一些乡镇，连片的光伏板 在阳光下熠熠生辉，高大的风机徐徐转动，风光"绿电"正改变着这个鲁北小城的能源格局。 国网夏津县供电公司最新数据显示，截至2024年底，夏津县新能源总装机容量突破108万千瓦，年发电 量可满足全县80%的用电需求。曾经主要依靠火电的夏津追"风"逐"日"，不断从一束光、一股风中捕捉 能源绿色转型动力。 国网夏津县供电公司负责人介绍，预计今年底，全县新能源装机占比将达95%以上，下一步将着力打造 县域新型电力系统示范区，为经济社会发展注入绿色动能。 （文章来源：新华社） 针对绿电从哪里来、绿能到哪里去的问题，国网夏津县供电公司 ...