首批国家级零碳园区申报已完成评审工作，最终名单预计近期公布。 21世纪经济报道记者独家获悉，首批国家级零碳园区申报已完成评审工作。该评审由国家发展改革委联合工业和信息化部与国 家能源局共同组织，最终名单预计在近期公布。 自2024年中央经济工作会议要求"建立一批零碳园区"，2025年政府工作报告明确部署后，今年国家发展改革委、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》（以下简称《通知》），启动国家级零碳园区申报，为"十五五"期 间力争建成约100个国家级零碳园区绘制了清晰的路线图。 业内人士向21世纪经济报道记者表示，国家以严格的"单位能耗碳排放"为核心指标，严控园区能源结构与绿电比例，推动了建 设与投资热潮。另一方面，园区建设也面临高成本、技术整合等现实挑战。 打造100个国家级零碳园区 从政策推动与产业发展阶段来看，零碳园区无疑是当前实现"双碳"目标的关键战略抓手。 今年7月，国家发展改革委等多部门发文，对零碳园区建设基本条件、指标、碳排放核算方法等进行了明确，并组织申报国家级 零碳园区，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（环资 ...

"十五五"时期，我国计划建成约100个国家级零碳园区——一张园区绿色转型的蓝图已徐徐铺开。 ▲ 远景赤峰零碳氢能产业园。 党的二十届四中全会提出，加快形成绿色生产生活方式。深入推进生态环境分区管控，加强同国土空间规划衔接，协同优化产业布局。 推动工业、城乡建设、交通运输、能源等重点领域绿色低碳转型。 作为承载全国超八成制造业企业、能耗占比近六成的关键载体，园区无疑是经济社会全面绿色转型的"主战场"。在政策引领与市场驱动 的双重赋能下，科技创新与绿色转型深度融合，零碳园区建设已在全国范围内形成多点突破、梯次推进的发展态势。 西部内蒙古、青海，依托清洁能源富集优势，积极构建"低成本+低碳"的能源供给体系；东部沿海江苏、广东，以数字化和智能制造为 抓 手 ， 搭 建 智 慧 管 理 平 台 实 现 能 耗 精 准 调 控 与 动 态 优 化 ； 中 部 地 区 的 河 南 、 山 西 ， 推 动 钢 铁 等 传 统 产 业 通 过 电 炉 升 级 、 氢 基 改 造 实 现"绿色焕新"；自贸港海南更以国际视野，构建覆盖产业、城乡、交通、生态的全域低碳体系，打造面向全球的低碳展示窗口。 "十五五"时期，我国计划建成约 ...

Core Viewpoint - The article highlights the development of a green ammonia project in Inner Mongolia by Envision Group, emphasizing its potential to revolutionize energy production and reduce carbon emissions through the use of renewable energy sources [1][6]. Group 1: Company Overview - Envision Energy, founded by Zhang Lei, has a valuation of 1.1 billion, focusing on wind turbine manufacturing, energy storage, and hydrogen energy [1]. - Envision Power, led by Wan Sui, is valued at 730 million and specializes in power battery manufacturing [1]. - Envision Intelligent, also founded by Zhang Lei, has a valuation of 265 million and operates in the smart IoT sector [1]. Group 2: Project Details - The green hydrogen and ammonia project in Chifeng aims to produce 152,000 tons of green ammonia annually, which could reduce over 9 million tons of carbon emissions, equivalent to the annual emissions of 15 million fuel vehicles [7]. - The project is expected to achieve a scale of 20 GW, generating an annual electricity output of 60 billion kWh, comparable to Portugal's total electricity consumption [8][9]. Group 3: Technological Innovations - Envision has developed an AI power system to optimize energy management, allowing for efficient adjustments based on weather conditions and energy availability [18]. - The project utilizes self-developed wind turbines and energy storage systems to produce green hydrogen through electrolysis [5][17]. Group 4: Market Strategy - Envision has secured long-term green ammonia purchase agreements with major companies like Marubeni Corporation and DHL, targeting applications in shipping fuel, hydrogen derivatives, and fertilizers [19]. - The company is also investing in key equipment manufacturing to accelerate the commercialization of green ammonia [19]. Group 5: Future Aspirations - Zhang Lei envisions that significant reductions in energy costs could enable ambitious projects like large-scale seawater desalination and low-cost interstellar transportation [22].

Carbon Neutrality Policies - China, the EU, and Brazil have jointly established the "Carbon Emission Trading Market Open Alliance" to enhance international cooperation on carbon pricing mechanisms and emission trading systems, aiming for a transparent global compliance carbon market network [1] - The National Energy Administration of China has issued guidelines to promote the integrated development of renewable energy, emphasizing multi-dimensional collaboration and non-electric utilization by 2030 [2] - China has signed 55 climate change cooperation documents with 43 developing countries, focusing on capacity building and technology transfer in climate governance [3] Local Developments - Wuhan has signed 14 green low-carbon technology projects, including a CO2 capture and electrochemical conversion technology, showcasing its commitment to a comprehensive green transition [4][5] Corporate Practices - Envision Group has launched the world's largest AI-driven power system, enhancing the economic viability and stability of renewable energy systems, successfully applied in a zero-carbon hydrogen industry park [6] - Green computing is emerging as a new investment focus, with a significant portion of data center emissions stemming from electricity consumption, prompting a shift towards energy efficiency and green electricity usage [7]

Carbon Neutrality Policy - The establishment of the Carbon Market Open Alliance by China, the EU, and Brazil aims to create a framework for international cooperation on carbon pricing mechanisms and emission trading systems, enhancing the voice of developing countries in the global carbon pricing system [2] - The National Energy Administration of China has issued guidelines to promote the integrated development of renewable energy, emphasizing multi-dimensional collaboration and non-electric utilization, with a goal for integrated development to become a key approach by 2030 [3] - China has signed 55 climate change cooperation documents with 43 developing countries, focusing on capacity building, technology transfer, and infrastructure support in climate governance [4] Local Developments - Wuhan has signed 14 green low-carbon technology projects, including advancements in CO2 capture and electrochemical conversion technology, showcasing a comprehensive green transformation approach [5][6] Corporate Practices - Envision Group has launched the world's largest AI-driven power system, enhancing the economic viability and stability of renewable energy systems, successfully applied in the global largest green hydrogen and ammonia industrial base [7] - Green computing is emerging as a new investment focus, with a significant portion of carbon emissions from data centers stemming from electricity consumption, highlighting the importance of energy efficiency and green electricity usage [8]

Core Concept - The concept of "Physical AI" is introduced as a new paradigm that combines AI with physical laws and knowledge graphs, aiming to eliminate the "hallucinations" of traditional language models and enable reliable AI applications in the physical world [2][3]. Group 1: Development of Physical AI - The future development of Physical AI is seen as a significant direction, particularly in the context of energy systems [2]. - The integration of data intelligence with physical laws like energy conservation and aerodynamics is expected to enhance AI's reliability in real-world applications [2]. Group 2: Energy Model and AI Applications - The energy model is considered crucial for reconstructing energy systems, providing a rich application scenario for Physical AI [4]. - AI's ability to process vast amounts of data in milliseconds can help optimize decision-making in complex energy systems, addressing human anxieties related to energy management [4][5]. Group 3: Competitive Landscape - The U.S. is viewed as lacking the necessary industrial scenarios and complex energy systems to support the development of Physical AI and energy models, giving China a potential advantage in this field [3][5]. - Companies that only specialize in single areas like wind or solar energy may struggle to develop comprehensive energy models due to a lack of holistic understanding and data [5]. Group 4: Addressing Industry Challenges - The energy sector is currently facing issues of overcapacity and price wars, particularly in solar and wind energy, which have led to significant financial losses for many companies [7]. - Physical AI and energy models are proposed as solutions to end the cycle of homogeneous competition and shift the focus from material assets to intelligent assets [8]. Group 5: Future Outlook - The development of energy models is expected to evolve into a robust system capable of generating significant value within 1-3 years [11]. - The future energy system is envisioned as an ecosystem of intelligent agents rather than just a collection of devices, aimed at better integrating renewable energy sources and providing energy at lower costs [11].

Core Insights - The core argument presented by Zhang Lei, Chairman of Envision Technology Group, is that artificial intelligence (AI) is evolving from a mere tool to a主体, fundamentally transforming the energy sector into an "intelligent agent" ecosystem rather than just a collection of physical assets [1][2][4] Group 1: AI's Role in Energy Systems - AI is seen as a revolutionary force that can handle the increasing complexity and market uncertainties associated with high proportions of renewable energy in the grid [2][3] - The concept of "Physical AI" is introduced, which integrates AI with physical laws and knowledge graphs, enhancing its reliability in real-world applications [2][3] Group 2: Technological Advancements - Envision has made significant breakthroughs in large models, particularly with the "Tianji" meteorological model, which improves medium to long-term weather forecasting accuracy, crucial for the reliable operation of renewable energy [3] - The "Tianshu" energy model, capable of real-time control through advanced algorithms, is successfully applied to optimize energy trading and asset investment decisions [3] Group 3: Future Competitiveness - The future competitiveness of energy companies will shift from traditional metrics like installed capacity to the scale of "AI assets" [3][4] - The industry is urged to focus on the intelligence of their models and the scale of their AI capabilities, marking a significant transition from physical to intelligent assets [3]