【企业】 保利发展15.94亿元商用物业ABS正式成立 6月23日，保利发展发布公告称，保利发展2024年第1期绿色资产支持专项计划（碳中和）（简称"专项 计划"）获得上交所出具的《中信建投—保利发展商用物业2024年第1期绿色资产支持专项计划（碳中 和）资产支持证券挂牌转让无异议的函》（上证函〔2025〕72号），计划管理人为中信建投证券股份有 限公司。经上会会计师事务所（特殊普通合伙）验资，专项计划实际收到参与资金15.94亿元，募集资 金账户中的金额达到约定的专项计划目标募集金额且已全额划付至专项计划账户，专项计划正式成立。 招商蛇口取消五大区域公司 总部直接管理城市公司 6月25日，广州市住建局近日发布的《关于大力发展智能建造与工业化建筑加快建设建筑业现代产业的 实施意见（征求意见稿）》提出，拟从2026年起要求全市出让的居住用地全部实施装配式建筑。征求意 见稿提出，从2026年起全市出让的居住用地100%实施装配式建筑；每年度出让用地中实施模块化建筑 的建筑面积占新建筑总面积的比例不低于10%；新出让的商服用地，公共部分应采用装配式装修。 6月24日，北京丰台区城乡一体化槐房村和新宫村旧村改造项目N ...

Core Viewpoint - The successful issuance of the "Zero Carbon Smart Phase II Green Asset-Backed Special Plan (Carbon Neutral)" by Towngas Smart Energy reflects strong market recognition of the company's asset quality and comprehensive energy management capabilities, with a subscription multiple of 2.4 times [3]. Group 1: Financial Details - The issuance scale of the green asset-backed plan is 470 million RMB, with a priority interest rate of 2.2%, marking the second issuance within a 5 billion RMB shelf program [3]. - The renewable energy business segment is expected to see a significant increase in after-tax operating profit, projected to grow by 514% to 479 million HKD in 2024 [3]. Group 2: Business Strategy and Development - The company aims to become a leading green smart energy enterprise by creating a three-dimensional system of "investment + service + platform," which includes investments in distributed solar, energy storage, and value-added services such as smart microgrids and carbon trading [4]. - The funds raised will be directed towards renewable energy projects, specifically in high-quality solar and energy storage initiatives, contributing to the energy transition and carbon neutrality goals [4]. Group 3: Market Position and Future Outlook - As of the end of 2024, the company's photovoltaic grid-connected capacity reached 2.3 GW, positioning it as a leader in the distributed solar industry [3]. - The company has signed over 400 MWh of energy storage contracts in 2024, with expectations for new contracts in 2025 to exceed those of 2024, indicating a strong growth trajectory in the energy storage sector [3].