S 上海现代服务业联合会 Shanghai Services Federation 荣续智库 基建行业ESG白皮书 摘要 基础设施是城市脉动的基石，更是经济发展的骨架，从纵横的交通路网到运转的能源管网，它无声支撑着每一个日常。 如今，"可持续"已成为基建行业的新命题，ESG是保障项目长效价值、抵御气候与政策风险的核心能力。 PREFACE ANALYST 前言 研究员 基础设施与我们的日常生活、经济活动紧密交织，是社会 杨帆 国际通用ESG高级分析师：SH703XFBA0491 运转的核心支撑。如今，这个行业正面临新的发展要求， 在高效履行交通、能源、通信等传统功能之外，还需更主 汤切云 CFAESG证书：0000000099910753 动地管控环境影响、践行社会责任、优化治理水平一一这正 是ESG（环境、社会和治理）理念的核心关切。 碳管理师：CHINAETSCM20240010155 对基建行业而言，聚焦ESG不仅是响应时代要求，更能切 实管理长期风险，比如应对气候变化引发的物理风险，以 张雷和 高级注册ESG分析师：24RZQLKC002561A 及政策调整带来的转型风险。同时，这也有助于赢得社区、 ...

转自：云浮发布 战鼓催征，马蹄声疾！农历马年新春第一周，云浮大地已然热潮奔涌。全市上下以"开局即冲刺、起步即决战"的雷霆之势，全面擂响重点项目建设的奋进 战鼓，用快马加鞭的实干姿态，奏响高质量发展的时代强音！ 2026年，作为"十五五"规划的开局之年，云浮牢固树立"项目为王"的鲜明导向，以更大决心、更强力度攻坚项目建设。全年精心谋划重点项目288个，总 投资额高达2802亿元，年度计划投资532亿元——项目数量与投资规模双双创下历史新高！这一组沉甸甸的数据，是云浮稳增长、优结构的"压舱石"，更 是云浮迈向高质量发展的"强引擎"！ 春节期间，万家灯火团圆时，云浮的建设者们以"春节我在岗，攻坚不停歇"的坚守，演绎着别样的"敬业福"。各级党员干部主动下沉一线，靠前精准服 务，用"心贴心"的保障换来项目"加速度"的推进。广东云硫10万吨/年精制湿法磷酸项目、云浮水源山抽水蓄能电站等重大项目现场，依旧机器轰鸣、焊 花飞溅，建设者们用汗水浇灌收获，以实干笃定前行！ 深南高铁项目桥梁下部结构施工现场 战鼓催征，时不我待！2026年的春天，云浮正以满弦开工、全力冲刺的奋斗姿态，抢抓机遇、乘势而上。接下来，将持续优化营商环境， ...

构建快旅慢游交通网络 西香高速泸沽湖特大桥建设现场。蜀 道集团供图 提到泸沽湖，很多人想到的是清澈的湖水与神秘的摩梭风情，但紧随其后的，往往是一声叹息："路太 远，进去一趟不容易。"好消息是，这一出行瓶颈即将迎来系统性破局。 近日，交通运输厅、文化和旅游厅联合印发了《交通运输服务泸沽湖旅游高质量发展实施方案（2026— 2030年）》（以下简称《方案》），意在用五年时间重塑泸沽湖快旅慢游交通网络，为泸沽湖打造世界 级景区提供支撑保障。 如何快速抵达景区？ 构建立体通道，高速路通达景区 "行长游短"是目前泸沽湖自驾游面临的最大问题，《方案》给出的解药，首先是用高速公路"拉直"进山 的弯道。 交通运输厅规划处工作人员介绍，《方案》制定了明确的发展目标：2026年底前，西昭高速建成通车， 贵州方向游客自驾至泸沽湖更加便捷；2028年底前，西香高速西昌支线、西昌至玛璜铺互通建成通车， 泸沽湖景区实现2个方向高速公路覆盖，4条三级以上公路进出，四川方向基本形成全程畅达的快旅方 式；2030年底前，随着西香高速（2029年）、攀盐高速（2030年）全面建成通车，高速公路将通至泸沽 湖景区大门附近（2029年），西昌至泸沽 ...

同时，山东高速建成全国首条"6改12车道"改扩建项目-京台高速公路齐河至济南段，"隧道多源病险高 精准时空协同感知关键技术与综合检测装备"和"路基突发性灾害风险评价、增韧防治与短临预警关键技 术与应用"获省科学技术奖一等奖，济微北段建成全省首条5G智驾底座高速公路，承办全省高速公路建 设观摩会，质量管控、标准化管理等得到交通运输部和同行一致认可，有力擦亮了"山高·行质建智 行"建设管理品牌，为行业高质量转型发展提供了"山东方案""山高经验"。 2026年是"十五五"开局之年，山东高速集团将确保济南至宁津、齐河至东阿、齐河至临清、荣乌高速烟 台枢纽至蓬莱枢纽段改扩建等4个、234.9公里高速公路项目建成通车，济南绕城高速表白寺枢纽至晏城 枢纽段改扩建项目开工建设，全年基础设施重点项目建设完成投资400亿元，新增通车里程173.7公里， 勇当山东省交通基础设施建设"开路先锋"，为全省"十五五"谋好篇、开好局作出"山高贡献"。 2025年，山东高速集团积极投身交通强国山东示范区建设，推进项目达33个，项目建设规模再创新高， 圆满完成年度重点项目建设任务，年内实现临沂至滕州等7条高速、295公里建成通车，潍坊至邹城等 ...

Core Viewpoint - The Chengdu metropolitan area is advancing 28 key transportation projects in 2023, focusing on enhancing the integrated transportation network across Chengdu, Deyang, Meishan, and Ziyang [1] Group 1: Ongoing Projects - 22 ongoing projects include airports, railways, and highways, aimed at improving regional connectivity and addressing aviation gaps [1] - Key projects include the construction of Meishan Hongya General Airport and the advancement of major rail lines such as Chengda-Wan Railway and Cheng-Yu Middle Line [1] - Expansion of highways like G85 and G0512, along with new highways and rural road upgrades, are part of the ongoing efforts to enhance intercity connections [1] Group 2: New Projects - 6 new key transportation projects will commence, covering railways, highways, and water transport, with a focus on safety and connectivity [1] - Notable projects include the renovation of the Baocheng Railway and the new Qingbaijiang to Jintang line, set to start this year [1] - Additional projects such as the safety enhancement of Rongchang Highway and the construction of the Minjiang Zhangkan hydropower hub will also begin, further improving transportation integration [1]

Group 1 - The company plans to invest 5.8 billion yuan in 2026, focusing on accelerating key project construction, promoting green highway development, and enhancing service area capabilities [1] - The company aims to add 122.5 kilometers of new expressway mileage and establish 12 charging piles in 4 service areas [1] - The company will expedite the construction of 10 ongoing projects and initiate the construction of the Henan to Maqin expressway segment [1] Group 2 - The company is advancing the "Transportation + Energy" industry layout by enhancing energy infrastructure, including the addition of 44 fuel and gas equipment in 3 new service areas [2] - The company is promoting the construction of 10 "comprehensive green energy islands" and improving distributed photovoltaic energy supply facilities [2] - The company is focusing on the integration of tourism and transportation, enhancing regional service areas, and developing cultural tourism brands [2]

Core Viewpoint - Wuhan aims to achieve high-quality development in transportation by 2026, focusing on five key battles to enhance infrastructure, improve transportation organization, optimize travel quality, promote green and intelligent integration, and regulate key industries [1][2]. Group 1: Infrastructure Development - Wuhan will accelerate the upgrade of its transportation infrastructure, including the operation of two new expressways and the construction of several key bridges and highways [2]. - The city plans to enhance its airport capabilities, targeting a passenger throughput of 32 million at Tianhe International Airport and the opening of new international cargo routes [2]. Group 2: Transportation Organization - The city will improve the efficiency of its transportation system by integrating metro and bus operations, increasing the coverage of public transport, and launching over 80 customized bus routes [3]. - Efforts will be made to reduce the ratio of social logistics costs to GDP to around 11.8%, while maintaining the highest number of A-level logistics companies in the country [3]. Group 3: Green and Intelligent Development - Wuhan will implement smart transportation initiatives, including the use of AI in transport and the establishment of low-altitude commercial flight routes [4]. - The city aims to enhance travel quality by regulating taxi services and improving the management of transportation sectors [4]. Group 4: Safety and Emergency Management - Continuous efforts will be made to strengthen safety measures in transportation, focusing on key areas such as public transport and ports, while enhancing emergency response capabilities [5].

Group 1 - China State Construction recently secured major projects totaling 37.24 billion yuan, representing 1.7% of the audited revenue for 2024. The projects include four housing construction projects worth 18.37 billion yuan and four infrastructure projects worth 18.87 billion yuan, covering areas such as hospitals and highways [1] - The Shanghai land auction concluded with three residential plots sold at a base price of 4.02 billion yuan, with a total area of 239.3 acres and a total construction area of 205,000 square meters. The overall premium rate was 0%, reflecting a rational pricing approach during the industry adjustment period [2] - Guangzhou R&F Properties announced the suspension of six bonds starting January 30, 2026, as part of its debt restructuring process. This move indicates the company's proactive stance in addressing its debt issues amid a complex industry landscape [3] - South China City disclosed a preliminary plan for overseas debt restructuring, aiming to maintain existing credit support for creditors and allow them to benefit from potential equity appreciation. The success of this plan depends on creditor support and regulatory approvals [4] - Dalian Xindameng and Zhuhai Wanda Commercial Management announced board changes, appointing Zhao Zesheng as vice chairman and Li Zhen as Chief Human Resources Officer. This reflects a key step in optimizing governance structure under the leadership of the Taima Group [5]

Core Insights - The announcement of the 2026 Sichuan Province Key Project List includes 830 projects, with 113 in the transportation sector, indicating a shift from "scale expansion" to "quality, integration, and resilience" in transportation construction [3][4] Ongoing Projects - There are 83 ongoing projects, including 41 highway projects, 21 national and provincial trunk line projects, 15 railway projects, 4 port and shipping projects, and 2 airport projects [3][4] - The focus of highway projects is on the Liangshan, Ganzi, and Aba regions, aiming to fill transportation gaps and enhance regional development [4][5] - Key ongoing highway projects include the JinKouHe to XiChang Highway and the XiChang to Shangri-La Highway, which are expected to improve connectivity and reduce travel times significantly [4] New Projects - The list includes 30 new projects, with 7 highway projects focusing on resilience enhancement, marking a shift towards innovative construction methods [7][8] - New railway projects aim to improve the intercity network within the province, enhancing connectivity between major cities and reducing travel times [8] - New waterway projects are part of a broader initiative to revitalize inland shipping, with a focus on key rivers and ports [9] Strategic Focus - The emphasis on "traffic + industry" and "traffic + tourism" in ongoing national and provincial trunk line projects aims to create integrated development corridors that empower local economies [5] - The introduction of resilience enhancement projects reflects a strategic shift in highway construction towards comprehensive disaster prevention and risk management [7][8]

Core Insights - The "14th Five-Year Plan" period marks the fastest development phase in Guangxi's transportation history, achieving significant results and benefiting the public widely [4] Infrastructure Development - Approximately 3,850 kilometers of new expressways have been added, bringing the total to 10,650 kilometers [5] - About 700 kilometers of new high-speed rail have been constructed, with a total nearing 2,500 kilometers [6] - 366 kilometers of new third-level and above inland waterways have been added, totaling 1,579 kilometers [6] Connectivity Enhancements - The region has achieved comprehensive connectivity with high-speed rail, expressways, and postal services reaching every city, county, and village [6][7] - The development axis of the Western Land-Sea New Corridor is being accelerated, enhancing connections between the eastern, central, and western regions [8] Major Projects - Key projects such as the Pinglu Canal and the Huangtong to Baise railway have commenced construction [9] - The Pearl River-Xijiang development axis is being optimized to enhance connectivity with Guangdong, Hong Kong, Macau, and ASEAN [10] Port and Air Transport Growth - Beibu Gulf Port has officially entered the ranks of ports handling over 10 million TEUs [11] - Port cargo and container throughput has consistently ranked in the top 10 nationally for five consecutive years, with increases of 64% and 99% respectively compared to the end of the "13th Five-Year Plan" [12] Transportation Network Expansion - The highway framework is nearly complete, with a solid high-speed rail network established and accelerated inland waterway connectivity [12] - The civil aviation network has expanded to connect nationwide, ASEAN, and globally, with passenger and cargo throughput increasing by 36% and 56% respectively compared to the end of the "13th Five-Year Plan" [12] Rural Infrastructure Improvements - Over 41,000 kilometers of rural roads have been newly constructed or renovated, totaling 158,000 kilometers, with more than 15,000 natural villages now connected by hardened roads [18] - Safety projects for rural roads cover 20,000 kilometers, and 857 dangerous bridges have been renovated [19] Smart and Green Initiatives - The first smart expressway, the first unmanned subway, and the first automated container terminal have been put into operation [24] - The region has achieved full coverage of charging facilities in expressway service areas and has a higher proportion of new energy buses and taxis compared to the national average [28] Future Goals - By 2030, the goal is to establish a modern comprehensive transportation system that is safe, convenient, efficient, green, and economical, with significant progress in transportation infrastructure modernization [31] - Key initiatives for 2026 include completing the Pinglu Canal, enhancing connectivity with ASEAN, and improving the transportation logistics efficiency [32][33]