"双碳"目标提出五年来，交通与能源融合发生深度变革，交通零排放转型已从早期的电动乘用车试点， 扩展至商用车、航运、航空及多式联运的全领域探索。 中国清洁交通伙伴关系（CCTP）执行委员会主任王贺武指出，零排放不只是碳排放治理，还包括所有 污染排放的协同治理。要持续推动交通与能源从以前的"孤立"发展走向深度融合。 "未来的交通行业将不再是单纯的能源消费者，而是深度参与能源'源网荷储'全流程的重要实践者。"中 国国际可持续交通创新和知识中心基础设施互联互通促进中心负责人龚巍巍在日前举行的第六届迈向零 排放交通论坛上说，"构建绿色低碳产业链和供应链，打造交通运输绿色产业集群，将促进光伏、新能 源装备、储能设备、智能电网等新兴产业发展，形成科技创新、设备研发、标准制定的良性循环，带动 交通与能源融合两个行业投资增长，打造我国产业升级的新增长极。" 政策打开融合"大门" 比如，四川蜀道集团把天全服务区打造成"交能融合迪士尼"，通过综合能源站服务方式推动加油站的转 型升级。四川蜀交新能源有限公司董事长岳韬介绍，目前，该集团已经布局200余座充电站、9座LNG 加注站，并计划在今明两年建设8—10座加氢站。该公司还正推动服 ...

智通财经APP在《中环新能源(01735)携手蚂蚁布局RWA打通"实业运营-碳资产管理"全链条迎价值重 估》中指出，根据蚂蚁集团研究院《真实世界通证经济2025》报告显示，2025年全球RWA市场中，新 能源资产通证化规模较2024年增长120%，占比达到35%，成为非金融资产中通证化程度最高的领域。 中环新能源凭借其行业领先的低负债水平和稳健的财务基础，为资产通证化提供了有力支撑。中环新能 源的光伏电站、零碳园区、综合能源站等绿色实体资产，成为蚂蚁链上通证化的核心底层资产之一。 这场合作是中环新能源面向未来的核心能力建设，旨在打造融合绿色能源实体、数字化技术、全球金融 资本的闭环生态系统。公司的角色将从重资产的"建造者"和"运营商"，升级为轻资产的"管理者"和"价值 整合者"，在新能源行业的下半场竞争中占据更有利的战略位置。 中环新能源(01735)高开逾15%，截至发稿，涨15%，报11.04港元，成交额1534.56万港元。 消息面上，中环新能源发布公告，于2025年9月19日，蚂蚁区块链科技(上海)有限公司(蚂蚁区块链)与公 司订立战略合作框架协议，据此，该协议各订约方拟于新能源数字资产及新能源人工智 ...

智通财经APP在《中环新能源(01735)携手蚂蚁布局RWA 打通"实业运营-碳资产管理"全链条迎价值重 估》中指出，根据蚂蚁集团研究院《真实世界通证经济2025》报告显示，2025年全球RWA市场中，新 能源资产通证化规模较2024年增长120%，占比达到35%，成为非金融资产中通证化程度最高的领域。 中环新能源凭借其行业领先的低负债水平和稳健的财务基础，为资产通证化提供了有力支撑。中环新能 源的光伏电站、零碳园区、综合能源站等绿色实体资产，成为蚂蚁链上通证化的核心底层资产之一。 这场合作是中环新能源面向未来的核心能力建设，旨在打造融合绿色能源实体、数字化技术、全球金融 资本的闭环生态系统。公司的角色将从重资产的"建造者"和"运营商"，升级为轻资产的"管理者"和"价值 整合者"，在新能源行业的下半场竞争中占据更有利的战略位置。 智通财经APP获悉，中环新能源(01735)高开逾15%，截至发稿，涨15%，报11.04港元，成交额1534.56 万港元。 消息面上，中环新能源发布公告，于2025年9月19日，蚂蚁区块链科技(上海)有限公司(蚂蚁区块链)与公 司订立战略合作框架协议，据此，该协议各订约方拟于新能 ...

更进一步来看，中环新能源还直接参与投资由蚂蚁发起或支持的海外新能源产业基金，协同遴选全 球绿色能源资产。这表明中环新能源已从单纯的合作方，转变为蚂蚁全球通证化战略中的资本与产业协 同方，具备更强的生态话语权。 这意味着中环不再仅仅是"卖电"的传统能源企业，而是升级为数字化绿色资产的提供者与管理方， 与蚂蚁共同构建"绿色实体资产-链上通证-全球资本"的闭环。 运营提效：从"人工经验"到"AI智能体"的精准决策 智通财经APP获悉，当全球通证经济(RWA)浪潮从虚拟资产转向实体经济，中国新能源产业正在迎 来一场前所未有的价值重估。实体经济是RWA的价值根基。通过将绿色实体资产如新能源电站、基础 设施等数字化，RWA有效打通传统资产与全球资本的连接，提升资产流动性、降低交易成本、增强信 任机制，最终实现资源高效配置与实体经济的真实价值释放。 9月19日，中环新能源(01735)宣布与蚂蚁集团达成战略合作，双方将围绕新能源资产通证化、智能 运营及绿证碳资产服务三大领域展开深度协作。这一合作标志着中环新能源正从传统的"重资产运营"模 式，向"数字资产管理者"的战略转型迈进。 中环新能源作为光伏电站、零碳园区、综合能源站 ...

Core Insights - The collaboration between China National Renewable Energy (中环新能源) and Ant Group marks a strategic shift from traditional asset-heavy operations to digital asset management, focusing on tokenization of renewable energy assets and smart operations [1][2][5] Group 1: Strategic Transformation - The partnership aims to enhance the management of renewable energy assets through tokenization, which will improve liquidity, reduce transaction costs, and foster trust in the market [1] - By collaborating with Ant Group, the company is transitioning from merely selling electricity to becoming a provider and manager of digital green assets, creating a closed-loop system connecting green assets, blockchain tokens, and global capital [2][5] Group 2: Operational Efficiency - The integration of Ant Group's AI technology is expected to significantly improve operational efficiency by enhancing power generation and load forecasting accuracy, maximizing the value of virtual power plants, and reducing operational costs [3] - This shift from reliance on human experience to AI-driven decision-making is anticipated to lead to a qualitative leap in operational efficiency and establish a new competitive edge based on data intelligence [3][6] Group 3: Carbon Asset Monetization - The collaboration will enable automated carbon accounting and intelligent carbon trading, transforming carbon assets from a compliance burden into a new revenue stream [4][5] - The creation of a carbon financial platform will facilitate the tokenization of green certificates and carbon reduction credits, establishing a standardized and liquid market for these digital assets [4][5] Group 4: Global Expansion and Market Positioning - The company is actively pursuing global expansion, having established partnerships with enterprises across Europe, the Middle East, Africa, and Southeast Asia, which will support its asset management and digital service offerings [5][6] - This strategic shift positions the company favorably in the competitive landscape of the renewable energy sector, transitioning from a heavy asset builder to a light asset manager and value integrator [6]

Group 1 - The A-share market has seen a strong rise in stock prices of several ESG-related companies from Shenzhen, particularly in the hydrogen energy and photovoltaic sectors, indicating high market attention towards ESG and green low-carbon industries [1] - Hemei Group reported a 365.39% year-on-year increase in revenue for Q1 2025, with a significant focus on hydrogen energy development and a complete hydrogen energy industry chain, as well as an increase in its ESG rating [1] - Tuori New Energy's stock price increased by 34.83% this week, with a total market capitalization of 6.344 billion, driven by favorable policies in the photovoltaic industry [1] Group 2 - As of April 30, 2025, the ESG report disclosure rate among A-share listed companies has risen to 45.6%, with a year-on-year growth of 17%, highlighting a growing trend in sustainability reporting [2] - Shenzhen companies have shown outstanding performance in ESG ratings, with several achieving AAA and AA ratings, and notable stock price increases for companies like Gongjin Co., Green Union Technology, and China Merchants Bank [2] - The recent activity in ESG concept stocks is attributed to strong policy guidance, accelerated industrial green transformation, and the influx of international ESG investment trends [2]