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《洞见ESG》9月刊:我国宣布新一轮国家自主贡献目标
21世纪经济报道· 2025-09-29 14:00
Core Insights - China has announced a new round of Nationally Determined Contributions (NDCs), aiming for a 7%-10% reduction in greenhouse gas emissions by 2035 compared to peak levels, with non-fossil energy consumption reaching over 30% of total energy consumption [6][7] - The country has established the world's largest carbon market, covering over 60% of carbon dioxide emissions after including steel, cement, and aluminum industries [6][8] Regulatory Voices - The Minister of Ecology and Environment, Huang Runqiu, stated that nearly 20 million high-emission vehicles will be eliminated during the 14th Five-Year Plan [4] - The Deputy Minister of Ecology and Environment, Li Gao, emphasized the acceleration of building a unified national carbon market and expanding its coverage [4] - The Deputy Governor of the People's Bank of China, Lu Lei, highlighted the importance of financial institutions in carbon accounting and sustainable information disclosure [4] Policy Updates - The National Development and Reform Commission (NDRC) has initiated revisions to the pricing methods for electricity transmission and distribution to adapt to the new requirements of a modern power system [6] - The NDRC and the National Energy Administration released implementation opinions to promote the integration of artificial intelligence in the energy sector [6] Industry Insights - The China Alcohol Industry ESG Rating Platform 2.0 has been updated to cover all categories of alcoholic beverages, expanding from three to over ten categories [8] - The Shanghai Cooperation Organization has launched a platform to support renewable energy projects, including a target of adding 10 million kilowatts of photovoltaic and wind power capacity [8] - A recent document from the Central Government emphasizes the urgency for companies to disclose ESG information, with 2,523 A-share listed companies having released their 2024 ESG reports, achieving a disclosure rate of 46.49% [8] Event Highlights - The 2025 China International Service Trade Fair showcased advancements in hydrogen energy applications and zero-carbon park developments, indicating a significant shift towards green transformation in China's economic development [10][11] - The fair also featured discussions on how technology, including AI and remote sensing, can drive the green transformation of industries and support climate governance [10]
新能源就近消纳补齐价格机制发布;服贸会绿意浓丨碳中和周报
21世纪经济报道记者雷椰 李德尚玉 实习生王怡茵 北京报道 碳中和周报关注"双碳"领域的最新前沿动态,包括碳中和政策、地方动态、企业实践等。我们将通过精 选每周碳中和领域的重大事件,并进行点评的方式,提供一个及时全面的碳中和信息平台。 1、新能源就近消纳补齐价格机制发布 9月12日,国家发展改革委、国家能源局对外发布《关于完善价格机制促进新能源发电就近消纳的通 知》(下文简称《通知》)。包括绿电直连、零碳园区、源网荷储一体化等新能源发电就近消纳模式, 是促进新能源开发利用、满足企业绿色用能的重要途径。这些热门的新模式虽然声名在外,但是实际发 展进度偏慢,主要原因在于其项目边界和保供责任不清,相应的经济责任不明确。《通知》的出台,致 力于补齐这些安排,尤其是明确价格机制,界定权利义务边界。 到2030年,能源领域人工智能专用技术与应用总体达到世界领先水平。算力电力协同机制进一步完善, 建立绿色、经济、安全、高效的算力用能模式。《实施意见》具体提出"构建算力、电力深度融合的算 电协同发展机制,不断提高算力中心绿电比例""针对人工智能计算耗能问题,加快突破人工智能绿色低 碳技术瓶颈",为算力规模化、高质量发展提供了 ...
西贝致歉,多款菜品改为现做
Group 1 - Xibei has issued an official apology, committing to adjust its food preparation process to ensure dishes are made fresh on-site by October 1, addressing customer concerns about food quality and shelf life [1] - The company is actively communicating with suppliers to shorten the shelf life of products while ensuring food safety and inventory turnover [1] Group 2 - The Northeast Yujie media company and its associated noodle factory have been penalized for false advertising, with fines totaling approximately 671.76 million yuan [1] - The company was established in February 2014 and has a registered capital of 30,000 yuan [1] Group 3 - The Fourth Meteorological Economic Forum highlighted that global wind and solar power installations have reached 31%, with extreme weather becoming a critical factor affecting power system stability [1] - Research indicates that for every 1°C increase in maximum temperature, the peak electricity load increases by 4.5% [1] Group 4 - By the end of 2024, China's cumulative installed capacity of renewable energy is expected to reach 1.41 billion kilowatts, accounting for 42% of the total installed capacity [2] - China has maintained the world's leading position in wind and solar power generation for 15 and 10 consecutive years, respectively [2] Group 5 - As of the second quarter of 2025, the balance of green loans in China is approximately 42.4 trillion yuan, with green bond balances exceeding 2.2 trillion yuan [3] - Carbon reduction support tools have guided financial institutions to issue over 1.38 trillion yuan in carbon reduction loans [3] Group 6 - The 2025 Service Trade Fair showcased advancements in hydrogen energy applications and the accelerated implementation of zero-carbon parks [4][5] - Major energy companies demonstrated new green low-carbon technologies, including hydrogen and carbon capture solutions [5] Group 7 - The Chinese environmental protection industry is shifting from technology importation to independent innovation, with capabilities to "go global" in technology, equipment, and talent [6] - The focus is on sharing pollution reduction and carbon reduction technology globally to address climate change [6] Group 8 - Xiaomi has dismissed its China market manager for leaking confidential information and serious violations of company policies [7] - The company emphasizes a zero-tolerance policy towards violations and encourages adherence to ethical standards [7] Group 9 - The risk of "social washing" in ESG practices is gaining attention, with experts noting that donations should complement, not replace, addressing supply chain issues [8] - Companies are encouraged to align donations with ESG strategies and community needs to avoid superficial compliance [8]
西贝致歉,多款菜品改为现做|ESG热搜榜
西贝致歉:承诺多款菜品改为现做现炒 9月15日,西贝发布官方致歉信称,为了满足广大顾客的需求,让顾客拥有更好的体验,将尽可能把中 央厨房前置加工工艺调整到门店现场加工,10月1日前全国西贝门店会陆续完成调整。 关于广大顾客关心的保质期问题,致歉信中提及,西贝正在与上游供应商积极沟通,在保证食品安全和 库存周转的前提下,尽量缩短保质期。 东北雨姐带货粉条厂未缴罚款,被强制执行671万 企查查APP显示,近日,朝阳县六河粉条制造有限公司新增一则被执行信息,执行标的671.76万余元, 执行法院为辽宁省朝阳市朝阳县人民法院。信息显示,该公司成立于2014年2月,法定代表人为王悦 国,注册资本3万元。 据此前报道,"东北雨姐"的雨姐传媒与辽宁省朝阳市朝阳县六河粉条制造有限公司因"作虚假或者引人 误解的商业宣传"被分别没收违法所得和罚款165万、671.76万元。 第四届气象经济论坛在北京举办 9月11日,第四届气象经济论坛在北京首钢园举办。本届论坛上,全球能源互联网发展合作组织驻会副 主席刘泽洪表示,当前全球风电光伏装机占比已达31%。随着新能源规模持续扩大和极端天气现象频 发,气象条件已成为影响电力系统稳定运行的关 ...
服贸会绿意浓:氢能应用深化,零碳园区落地提速
Core Insights - The 2025 China International Service Trade Fair (CIFTIS) opened in Beijing, showcasing a focus on environmental services, particularly highlighting the advancements in green low-carbon technologies by major energy companies, referred to as the "Three Barrels of Oil" (China National Petroleum Corporation, China Petroleum & Chemical Corporation, and China National Offshore Oil Corporation) [1][2]. Group 1: Energy Companies' Innovations - The "Three Barrels of Oil" prominently displayed their latest achievements in hydrogen energy and CCUS (Carbon Capture, Utilization, and Storage) technologies at the environmental service exhibition [2]. - China National Petroleum Corporation has achieved a total hydrogen production capacity of 8,100 tons per year, with a year-on-year increase of 23%, and has built 26 hydrogen refueling stations, marking a 24% growth [2]. - China National Offshore Oil Corporation has implemented over 400 energy-saving and low-carbon projects since the 14th Five-Year Plan, resulting in energy savings equivalent to 1.04 million tons of standard coal and a reduction of 3.15 million tons of CO2 emissions [2]. Group 2: Collaborative Development of Clean Energy - China Petroleum & Chemical Corporation is advancing in five key areas of new energy services: hydrogen energy, CCUS, geothermal energy, wind and solar power, and biofuels, emphasizing the need for collaborative development among these technologies [3]. - The most effective immediate reduction in emissions is through enhancing the energy efficiency of existing equipment, followed by the establishment of a new energy system centered on hydrogen, geothermal, and renewable energy [3]. Group 3: CCUS and Hydrogen as Strategic Priorities - Experts indicate that CCUS and hydrogen energy are crucial for the green low-carbon transition of the "Three Barrels of Oil," as these technologies align closely with traditional energy industry chains [5]. - The application of CCUS technology in the petrochemical industry has significantly reduced greenhouse gas emissions, with potential for expansion into more industrial sectors [5]. Group 4: Zero-Carbon Park Initiatives - The construction of zero-carbon parks is gaining momentum, with over ten domestic and international companies presenting solutions at the fair [6][9]. - The zero-carbon park management platform includes systems for virtual power plant management, industrial energy management, and AI-driven energy supply and demand management [9]. - The integration of renewable energy sources, such as distributed solar power, is essential for the energy supply system of zero-carbon parks, with a focus on energy storage and efficiency [10][11]. Group 5: Future Development and Challenges - The construction of zero-carbon parks is a complex system engineering task that requires optimization of energy structures, technological innovation, and multi-dimensional collaboration [13]. - Future development paths for zero-carbon parks should explore mechanisms for zero-carbon certification and carbon monitoring, which significantly impact the economic feasibility and long-term competitiveness of projects [13].
海洋油气与新能源融合发展:中国海油胡森林谈能源转型新路径
Zhong Guo Jing Ji Wang· 2025-07-18 11:58
Core Viewpoint - The energy transition presents more opportunities than challenges, with China National Offshore Oil Corporation (CNOOC) actively promoting the clean transformation of fossil energy and the large-scale development of clean energy [2][3]. Group 1: Energy Transition and Development - As of May 2023, the total installed capacity of wind and solar power has surpassed thermal power, reaching 1.65 billion kilowatts, establishing China as the largest and fastest-growing renewable energy system globally [2]. - CNOOC is optimizing its energy structure by significantly increasing the proportion of natural gas in traditional energy sectors while actively expanding into offshore wind power during the 14th Five-Year Plan period [2]. - The company is exploring carbon capture, utilization, and storage (CCUS), geothermal energy, and hydrogen energy, with its first offshore CCUS project already operational in the Enping oil field [2]. Group 2: Technological Innovation - Technological innovation is the core driving force behind the energy transition, with CNOOC achieving breakthroughs in deep-sea oil and gas resource development through major projects like "Deep Sea No. 1" and "Seaweed No. 1" [3]. - The company aims for a year-on-year reduction in energy consumption intensity and carbon emission intensity in 2024, continuing the downward trend since the 14th Five-Year Plan [3]. - CNOOC employs a dual-driven model of "project traction + forward-looking layout" to tackle key technological challenges and set research directions for the next five years [3]. Group 3: International Cooperation and Market Strategy - CNOOC, as China's largest and the world's second-largest LNG importer, has established a resource network covering over 30 countries and regions, aiming to create a more collaborative global energy market [3][4]. - The company's transformation practices are seen as exemplary, achieving low-carbon development in traditional oil and gas operations while leveraging marine industry advantages to expand into new energy sectors [4]. - The strategy of "stabilizing oil, increasing gas, and expanding new energy" effectively enhances competitiveness in the new energy era amid profound adjustments in the global energy landscape [4].