此次入围的18个园区包括山东商河经济开发区、海尔卡奥斯工业互联网生态园、淄博高新技术产业开发 区大健康产业园、枣庄"零碳智谷"先导示范区等。2026年底前，省有关部门将组织开展中期评估，2027 年底前组织验收，通过验收的园区正式公布为山东省零碳园区。 近日，省发展改革委、省工业和信息化厅、省能源局公布山东省零碳园区创建名单，18个园区入围。烟 台市丁字湾新型能源创新区零碳园区、东营市东营时代零碳园区申报国家级零碳园区，如未能成功纳入 国家零碳园区建设名单，将自动进入省零碳园区创建名单。 根据《山东省零碳园区建设方案》，山东坚持"高标准、少而精"原则，分期分批，有序推进零碳园区建 设。到2027年，全省建成15个左右省级零碳园区，相关园区技术路径基本清晰、配套制度基本健全，总 结推广建设经验，形成示范带动效应。到2030年，建成一批省级零碳园区，相关技术装备、政策制度、 配套服务等更加健全，为碳排放达峰后稳中有降发挥关键作用。（记者 陈晓婉） 零碳园区是指通过规划、设计、技术、管理等方式，使园区内生产生活活动所产生的二氧化碳排放降 至"近零"水平，并具备进一步达到"净零"条件的园区。此前，山东出台《山东省零碳 ...

9月19日，中环新能源(1735.HK)公告称与蚂蚁集团达成战略合作，共同布局新能源资产通证化 (RWA)、智能运营及碳资产服务，打通"实业运营－碳资产管理"，全链条迎价值重估，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。 （责任编辑：刘畅 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 通过蚂蚁链技术，中环新能源的光伏电站、零碳园区等绿色实体资产将转化为通证化数字资产，提 升流动性、降低融资成本，并吸引全球ESG资金。此外，公司还参与蚂蚁海外新能源产业基金，协同遴 选全球绿色能源资产，从合作方升级为资本与产业协同方，提升生态话语权。同时，蚂蚁能源AI将赋 能发电预测、虚拟电厂调度与运维优化，显著提升运营效率与盈利能力。 在碳资产领域，双方将构建科技赋能的"AI核算－智能交易－金融化"闭环，推动绿证、碳减排量成 为可交易、可融资的数字资产，开辟除电费外的第二收入曲线。 ...

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]

Core Viewpoint - China Everbright Greentech (01257) saw a significant stock increase of over 10%, closing at HKD 1.07 with a trading volume of HKD 6.1633 million, following the announcement of receiving additional subsidy funds from the State Grid Corporation of China totaling approximately RMB 2.064 billion [1] Group 1 - The company announced that from July 1, 2025, to August 31, 2025, its 33 subsidiaries involved in biomass utilization, photovoltaic power generation, and wind power projects have received a notification regarding the settlement of additional subsidy funds [1] - The recovery of these additional subsidy funds is expected to improve the company's cash flow, reduce liabilities, and positively impact the operations of its biomass utilization, photovoltaic power generation, and wind power projects [1] - The additional subsidy funds have been recognized as revenue in the corresponding fiscal year upon electricity sales [1] Group 2 - CICC noted that the company has established cogeneration as its primary development direction after the expiration of subsidies [1] - As of the end of the first half of 2025, the company's heating supply capacity reached 2.18 million tons per year, with an expected increase to 2.5 million tons by the end of 2025 [1] - The company is actively expanding its virtual power plant and zero-carbon park initiatives, with 136 signed manufacturers for the virtual power plant [1] - Given the company's heating business has achieved scalable profit contributions, there is optimism regarding the recovery of profitability in biomass power generation for the year [1]

Core Viewpoint - China Everbright Greentech (01257) saw a stock price increase of over 10%, reaching HKD 1.07, with a trading volume of HKD 6.1633 million, following the announcement of receiving additional subsidy funds from the State Grid Corporation of China totaling approximately RMB 2.064 billion [1][1][1] Group 1 - The company announced that from July 1, 2025, to August 31, 2025, its 33 subsidiaries involved in biomass utilization, photovoltaic power generation, and wind power projects have received a total of approximately RMB 2.064 billion in additional subsidy funds [1][1][1] - The recovery of these additional subsidy funds is expected to improve the company's cash flow, reduce liabilities, and positively impact the operations of its biomass utilization, photovoltaic power generation, and wind power projects [1][1][1] - The additional subsidy funds have been recognized as revenue in the corresponding fiscal year upon electricity sales [1][1][1] Group 2 - The company has established cogeneration as its primary development direction after the expiration of subsidies, with a heating supply scale reaching 2.18 million tons per year as of the end of the first half of 2025, and is expected to reach 2.5 million tons by the end of 2025 [1][1][1] - The company is actively expanding into virtual power plants and zero-carbon parks, with 136 signed manufacturers for virtual power plants [1][1][1] - Given that the company's heating business has achieved scalable profit contributions, there is optimism regarding the recovery of profitability in biomass power generation for the year [1][1][1]

Core Viewpoint - The article discusses the implementation opinions on promoting "Artificial Intelligence + Energy" for high-quality development, emphasizing the integration of AI technologies into various energy sectors to enhance efficiency, safety, and sustainability by 2027 and beyond [3][9][10]. Group 1: Overall Requirements - The initiative aims to deepen the integration of AI with the energy sector, focusing on enhancing innovation and application technology levels, and ensuring the safety and reliability of energy systems [10][11]. - By 2027, a preliminary integration system of energy and AI is expected to be established, with significant breakthroughs in core technologies and widespread applications [11][12]. Group 2: Accelerating Energy Application Scenarios - AI will be applied across various energy sectors, including power grids, new energy, and traditional energy sources, to optimize operations and enhance flexibility [4][17]. - Specific applications include virtual power plants, distributed energy storage, and intelligent microgrids, aimed at improving load control and dynamic response capabilities [4][19]. Group 3: Key Technology Supply - The focus is on addressing technical bottlenecks in the energy sector, such as data silos and high energy consumption in computing, by developing common key technologies [40]. - Emphasis is placed on building high-quality data sets, enhancing computational support, and improving model capabilities to meet the specific needs of the energy sector [40][41]. Group 4: Implementation Measures - The article outlines measures for effective implementation, including strengthening organizational frameworks, promoting collaborative innovation, and establishing standards for AI applications in the energy sector [42][43]. - Pilot demonstrations will be organized to showcase replicable and scalable AI applications in energy, encouraging cross-sector collaboration [44].

Core Viewpoint - The article highlights the rapid development of emerging industries in Hefei, positioning it as a significant player in the global innovation landscape, particularly in quantum computing, artificial intelligence, and new energy sectors [1][3]. Group 1: Macroeconomic Perspective - Hefei is transitioning from a traditional agricultural province to a hub for strategic emerging industries, with Feixi County recognized as the first "billion county" in Anhui, maintaining a GDP growth rate of 4.5% in 2024 and a 12% annual increase in technology innovation investment [7]. - The integration of top-level policy design with market capital is essential for enhancing the efficiency of technology innovation and market application [10]. Group 2: Corporate Transformation - Anhui Mingbang Real Estate Group is evolving from a developer to a "city service provider," focusing on creating an integrated lifestyle that combines ecology, intelligence, and culture [13]. - The company is advancing its digital transformation in building intelligence and supply chain management to align with modern industry needs [13]. Group 3: Future Industries - Emerging sectors like low-altitude economy and biomanufacturing are projected to have significant market potential, with the low-altitude economy expected to exceed one trillion in scale [16]. - Companies are encouraged to strategically invest in second curve businesses through enhanced R&D, innovation platform development, and optimized result transformation mechanisms [16]. Group 4: Green Practices - The solar energy industry is focusing on creating a closed-loop full industry chain from upstream silicon particles to recycling, with efficiency improvements in component production [19]. - Companies like Sungrow Power Supply are embedding ESG principles into their operations, aiming for net-zero emissions across their supply chain [19]. - The construction industry is urged to adopt green building practices, with a significant emphasis on prefabricated construction to reduce pollution [21]. Group 5: Innovation Resonance - Technology is viewed as a means to enhance traditional industries rather than disrupt them, with companies leveraging data analytics to optimize operations and market strategies [24]. - The transformation of technology results into practical applications remains a global challenge, with firms like Mai Technology providing digital tools to enhance innovation efficiency [25]. - Quantum technology is being commercialized in areas such as secure communication and precision measurement, supported by local talent and policy [26]. Group 6: Strategic Development in Hefei - Hefei's southwest region is emerging as a new center for strategic emerging industries, focusing on electric vehicles, high-end intelligent manufacturing, and integrated health sectors [28]. - The region is leveraging its transportation infrastructure and innovation ecosystem to position itself as a key node in the national emerging industry layout [31].