text/Standard ranking analyst Li Xia
Green news
Global Carbon dioxide concentration continues to increase
A few days ago, China Meteorological Administration issued the "2020 China Greenhouse Gas Bulletin". The Bulletin shows that the global average annual concentration of major greenhouse gas reached a new high in 2020, with carbon dioxide (CO2), methane (CH4), and nitrous oxide (N2O) respectively being 149%, 262% and 123% of the pre-industrial level in 1750, respectively. In 2020, the concentrations of carbon dioxide, methane and nitrous oxide observed by the National Atmospheric Background Station of Wariguan were 414.3±0.2 ppm (one part per million), 1944±0.7 ppb and 333.8±0.1 ppb, respectively, which are roughly equivalent to the average concentration in the mid-latitude region of the northern hemisphere. The carbon dioxide concentration increased by about 2.5 ppm compared with 2019, which is the same as the global growth rate.
Comment: Global carbon dioxide concentration continues to rise, and it is imperative to respond to climate change carbon reduction . Up to now, China has initially formed a three-dimensional greenhouse gas observation capability that integrates sky, air and ground, and has continuously improved the global greenhouse gas monitoring level, providing scientific monitoring support for the smooth realization of China's "dual carbon" goal.
Before the end of 2022, central enterprises formulate "one enterprise, one policy" to develop carbon peak action plan
State-owned Assets Supervision and Administration Commission of the State Council held a work promotion meeting on carbon peak and carbon neutrality in central enterprises in video form 4 days ago, and deployed the work of actively and steadily promoting carbon peak and carbon neutrality. The State-owned Assets Supervision and Administration Commission of the State Council requires central enterprises to vigorously and orderly promote the key tasks of carbon peak and carbon neutrality, and clearly state that "one enterprise, one policy" should formulate a carbon peak action plan, focus on promoting the transformation and upgrading of the industrial structure, adjust and optimize the energy structure, strengthen green and low-carbon technological innovation and promotion and application, and promote synergistic efficiency improvement of pollution reduction and carbon reduction. In August this year, the State-owned Assets Supervision and Administration Commission issued the "Regulations on Supervision and Management of Energy Conservation and Ecological Environment Protection of Central Enterprises", proposing that central enterprises should actively implement the concept of green, low-carbon and circular development, incorporate the strategic orientation and goal requirements of energy conservation, ecological and environmental protection, and integrate the strategic orientation and goal requirements of energy conservation and carbon peak carbon neutrality into the enterprise development strategy and planning, and develop and strengthen green and low-carbon industries such as energy conservation and environmental protection in an orderly manner around the main business. The management measures clearly state that central enterprises should establish and improve the statistical accounting and information disclosure system of carbon dioxide emissions, and take effective measures to control carbon emissions.
Comment: Central enterprises, including energy conservation and ecological environment protection assessment indicators placed in carbon emissions, will form a clear orientation, which is conducive to promoting the leading cadres of central enterprises to establish a correct view of political achievements and development, pay more attention to various tasks such as ecological civilization construction and the implementation of the "dual carbon" strategic goals, and provide them with more solid organizational and institutional guarantees.
Ministry of Ecology and Environment and Agricultural Development Bank
Recently, the Ministry of Ecology and Environment and the Agricultural Development Bank of China signed a strategic cooperation agreement in Beijing. According to the agreement, the two parties will also establish a close working mechanism, jointly carry out research on projects, jointly explore and support a group of demonstration environmental protection enterprises and projects, actively explore financial products, support policies and project operation models that meet the actual needs of ecological and environmental protection, summarize and replicable, reference, and popularize practices and experiences, and jointly make new contributions to the in-depth battle against pollution prevention and control and the construction of a beautiful China that harmoniously coexist between man and nature.
Comment: The Ministry of Ecology and Environment and the Agricultural Development Bank of China actively promote the construction of ecological civilization, explore the establishment of a diversified and market-oriented environmental protection investment and financing mechanism, support the in-depth fight against pollution prevention and control and promote green development.
The harmless disposal rate of urban sludge in 2025 will reach more than 90%
Recently, the National Development and Reform Commission , the Ministry of Housing and Urban-Rural Development , and the Ministry of Ecology and Environment jointly issued the "Implementation Plan for Harmless Disposal and Resource Utilization of Sludge ". The plan proposes that by 2025, the scale of harmless disposal facilities for new sludge (wet sludge with a moisture content of 80%) nationwide will not be less than 20,000 tons/day, the harmless disposal rate of urban sludge will reach more than 90%, and the prefecture-level and above cities will reach more than 95%, basically forming a harmless sludge resource treatment system with complete facilities, safe operation, green and low-carbon, and effective supervision. The use of sludge land has been effectively promoted.The proportion of sludge landfill in cities and counties in the eastern region, and the main stream of the Yellow River , the proportion of sludge landfill in cities along the main stream of the Yellow River has been significantly reduced.
Comment: The "Implementation Plan" clarifies 10 policy measures in three aspects: optimizing the sludge treatment structure, strengthening the construction of sludge treatment facilities, and strengthening process management, strengthening source pollution control, and actively recycle and utilize energy and resources in sludge under the premise of safety, environmental protection and economics to achieve synergistic efficiency improvement in pollution reduction and carbon reduction.
Green City
2021 China Green Low Carbon City Index No. 50 No. 1: Shenzhen releases Hydrogen Energy Industry Development Support Plan
On September 30, the Shenzhen Development and Reform Commission issued a notice on organizing and implementing Shenzhen's 2022 Hydrogen Energy Industry Development Support Plan, focusing this year's hydrogen energy industry development support funds on these four types of hydrogen energy technology engineering R&D centers. The first category is the green and efficient hydrogen production technology engineering research center, the second category is the high-density and high-security hydrogen storage technology engineering research center, the third category is the fuel cell key materials and parts engineering research center, and the fourth category is the fuel cell stack and system integration engineering research center.
Comment: Shenzhen’s 2022 hydrogen energy industry development support plan includes two categories: municipal engineering research center support plan and high-tech industrialization post-subsidy support plan to promote the innovative development of the hydrogen energy industry.
2021 China Green and Low Carbon City Index No. 2: Beijing passes the "Beijing Soil Pollution Prevention and Control Regulations"
Recently, the 43rd meeting of the Standing Committee of the 15th Beijing Municipal People's Congress passed the "Beijing Soil Pollution Prevention and Control Regulations". This is the first time that Beijing has legislated against soil pollution issues and will come into effect on January 1, 2023. It is reported that the "Beijing Soil Pollution Prevention and Control Regulations" is an important legislation included in the 2022 Beijing Municipal People's Congress Standing Committee legislative plan and is the first time that Beijing has legislated against soil pollution issues. The role of the Ministry’s regulations is not only to prevent and control soil pollution and improve the ecological environment, but also has a close and direct relationship with the people’s diet and housing.
Comment: The Beijing Soil Pollution Prevention and Control Regulations highlight source control, strengthen full-process control, use soil environmental quality as the basis for compiling and reviewing relevant national land space plans, improve the disposal measures for transporting polluted soil, and achieve full-chain control of soil pollution prevention and control.
2021 China Green and Low Carbon City Index 7th place: Qingdao Issuing an Action Plan to Accelerate Internationalization
Recently, the Office of Qingdao International Urban Strategy Promotion Committee officially issued and implemented the "Qingdao City Action Plan for Promoting "Internationalization +" (2022/2023)", and formulated 125 key areas of work tasks based on the goal requirements of "building a socialist modern international metropolis in the new era". At the same time, in combination with specific work in various fields and benchmarking the experience of advanced cities at home and abroad, the "Guidelines for the Benchmarking Case of Qingdao City's Action Plan for Promoting "Internationalization +" (2022/2023)" was released. The supporting reference book is a compilation of 88 benchmark cases from 35 cities in 17 countries and regions, which will provide benchmarking reference for high-quality construction of socialist modern international metropolis in the new era.
Comment: Since 2016, Qingdao has successfully completed three rounds of "Internationalization +" action plans and promoted the completion of 439 key tasks. The Action Plan and the Benchmark Cases are important tools for Qingdao to promote international urban construction. Taking multiple measures will promote Qingdao to participate in global competition at a higher level and embrace the world with a more confident, open and inclusive attitude.
Green Real Estate
2022 China Green Low Carbon Real Estate Index No. 1: Greentown China's contract sales in the first nine months are approximately 196.8 billion
On October 7, Greentown China announced the unaudited operating data for the first nine months of 2022. In September, Greentown China achieved a sales area of about 570,000 square meters, a sales amount of about 15.7 billion yuan, and an average sales price of about 27,450 yuan per square meter. From January to September, Greenland China achieved a total contract sales area (including construction agency) of approximately 9.34 million square meters, and the contract sales amount (including construction agency) of approximately 196.8 billion yuan.
Comment: It is reported that in this year's performance meeting, Greentown China announced its contract sales target this year of 330 billion yuan, currently achieving nearly 60% of the results, and its performance is under pressure.
2022 China Green Low Carbon Real Estate Index 5th place: Vanke Group subsidiary falls into Construction Project Construction Contract Dispute
On October 8, Shenzhen Zhongzhuang Construction Group Co., Ltd. added a new filing information. Due to a construction project construction contract dispute, Zhongzhuang Construction sued Chengdu Yuming Decoration Engineering Co., Ltd. and Chengdu Dingjun Real Estate Co., Ltd., which has been officially filed by Sichuan Tianfu New District Chengdu District People's Court. It is reported that Chengdu Yuming Decoration is a wholly-owned subsidiary of Sichuan Blue Light Ecological Environment Industry Co., Ltd. Chengdu Dingjun Real Estate is held by Chongqing Beiwang Real Estate Co., Ltd. and Chengdu Shengshi Jingwei Real Estate Co., Ltd. respectively. Chongqing Beiwang Real Estate and Chengdu Shengshi Jingwei Real Estate are both subsidiaries of Vanke Group.
Comment: According to data from China Index Academy, from January to September 2022, Vanke Group achieved sales of 312.64 billion yuan, sales area of 19.24 million square meters, and land acquisition area of 1.69 million square meters.
2022 China Green Low Carbon Real Estate Index 24th place: Joy City Holdings Chairman Youwei Resignation as
On September 30, Joy City Real Estate issued an announcement that Youwei resigned from the position of chairman. The announcement shows that due to work needs, Wei Wei's division of work in the company's controlling shareholder COFCO Group has been adjusted, and he applied to resign from the position of director, chairman and member of the board of directors' special committee. After resigning, he will no longer hold any position in the company. After being elected by all directors of the company, before the new chairman is elected, the company will be elected by the director and general manager Cao Ronggen to perform the duties of the chairman. In addition, the board of directors agreed to nominate Chen Lang as a candidate for the company's directors, and his term of office will be from the date of review and approval by the company's shareholders' meeting to the date of expiration of the tenth board of directors.
Comments: It is reported that Chen Lang does not hold shares of Joy City Real Estate. At the same time, Chen Lang has been appointed as the non-executive director and chairman of Joy City Real Estate, and serves as the chairman and authorized representative of Joy City Real Estate Nomination Committee.
Green Food
2020 China Food Green Credit Index No. 50: The groundbreaking of Shuanghui Development (Luohe) Third Industrial Park
On September 28, the official micro-WeChat Information released a message that the sixth phase of "Three Batches" project construction activity in Henan Province - Shuanghui (Luohe) Third Industrial Park project groundbreaking ceremony was held in Luohe on the same day. The Shuanghui Third Industrial Park project is mainly based on emerging catering industries such as central kitchen , pre-made dishes, noodle products, and supplemented by branded meat products and snack foods. It builds more than 20 projects in three categories: technology research and development, industrial production, and basic supporting facilities, integrating production, management, R&D, display, experience, distribution, and service, and creating a comprehensive, modern, green and high-tech innovative demonstration park.
Comment: Shuanghui Development (Luohe) Third Industrial Park covers a land scale, number of projects, investment amount and social benefits, all of which set a new record for the investment and construction of Shuanghui . In the future, Shuanghui will accelerate reform, innovation and transformation and development.
2020 China Food Green Credit Index 6th place: Haitian Flavor Industry issues another statement to deny the double standard
Recently, Haitian Flavor Industry was exposed that it sold Haitian soy sauce in supermarkets in the United States, Japan and other countries. In addition to natural substances such as water, soybeans, salt, sugar, etc., there are no chemical food additives, which are different from the products sold in China. Haitian Flavor Industry is questioned about the adoption of "double standards" for domestic and foreign products. On September 30, Haitian Flavor Industry issued a statement saying that the food additives contained in the company's products comply with national standards and regulations. On October 5, it legally and compliantly used food additives in accordance with the standards and product characteristics of various countries. The internal control standards of domestic and foreign products sold by Haitian Flavor Industry are consistent.
Comment: The use of food additives has been accompanied by almost all the process of the food industry from manual to industrialization. Additives can not only increase the flavor of food, but also extend the shelf life of food, making it easier to transport and store. As foods with more and more attention are paid to dietary health, foods with less addition and zero addition are more popular.
2020 China Food Green Credit Index TOP50 No. 39: Angel Yeast Investment and Establishment of a new biotechnology company
A few days ago, Qichacha APP showed that Hubei Weiqi Biotechnology Co., Ltd. was established.Its registered capital is RMB 100 million, and its business scope includes: manufacturing of new film materials; manufacturing of high-performance fibers and composite materials; research and development of bio-based material polymerization technology; manufacturing of ecological and environmental materials, etc. According to Qichacha's equity penetration, the company is jointly held by Anqi Yeast and Beijing Weigou Factory Biotechnology Co., Ltd., with shareholding ratios of 40% and 60% respectively.
Comment: Angel Yeast is mainly engaged in the development, production and operation of yeast, yeast derivatives and related biological products. The yeast fermentation capacity reaches 350,000 tons, accounting for nearly 60% of the domestic market and more than 15% of the global market.
Green Stocks
TCL Zhonghuan's third quarter performance exceeded expectations
A few days ago, TCL Zhonghuan released its first three quarter performance forecast for 2022. It is understood that in the first three quarters of 2022, TCL Zhonghuan is expected to achieve a net profit attributable to shareholders of RMB 4.93-5.07 billion, a year-on-year increase of 78.53%-83.60%. The main reasons for the company's significant growth in performance: (1) The advanced production capacity of photovoltaic and semiconductor silicon wafers is accelerating; (2) The shipment structure of photovoltaic silicon wafers is optimized; (3) Industry 4.0 continues to promote cost reduction and efficiency improvement.
Comment: TCL Central not only created the best performance this year, but also set the highest net profit record in a single quarter in recent years. During the reporting period, the production of the sixth phase of Ningxia Central Ring project has provided a significant contribution to the company's performance growth. It is understood that the production capacity of Ningxia Phase 6 project is expected to be further improved after reaching production, and is expected to reach 70GW.
Shanxi Coking Coal acquires Huajin Coking Coal after landing equity capacity increases by about 16%
September 29, Shanxi Coking Coal issued an announcement stating that it intends to purchase 51% of the equity of Huajin Coking Coal after the separation held by the company's controlling shareholder Coking Coal Group through the issuance of shares and payment of cash, and purchase 49% of the equity of Mingzhu Coal Industry held by Li Jinyu and Gao Jianping. The trading price of Huajin Coking Coal's 51% equity increased from the previous 6.599 billion yuan to 7.311 billion yuan, and the trading price of Mingzhu Coal Industry's 49% equity increased from the previous 443 million yuan to 616 million yuan. It is understood that after the acquisition is implemented, the company's equity capacity will increase by 5.54 million tons/year, and the company's equity capacity will increase by 16%.
Comment: It is reported that the trading price of 51% equity of Huajin Coking Coal increased to 7.311 billion yuan, and the trading price of 49% equity of Mingzhu Coal Industry increased to 616 million yuan, totaling about 7.9 billion yuan. Through this transaction, Shanxi coking coal can integrate high-quality coal resources and enhance the company's strength.
Green Finance
This year, the issuance of green finance bonds by banks has exceeded 200 billion yuan
Wind Data shows that as of September 29, the scale of green finance bonds issued by banks this year was 202.657 billion yuan, while the scale in the same period last year was less than 100 billion yuan, far exceeding the level of the same period last year. Since the beginning of this year, many banks have raised funds by issuing green financial bonds to support the development of green finance, and the market investment and financing enthusiasm has continued to heat up. At the same time, small and medium-sized banks have also joined the army of issuing green financial bonds.
Comment: At present, green financial bonds are still in a stage of rapid development. According to industry insiders, under the boost of policies, the scale of green financial bond issuance may continue to expand, products will continue to enrich, and innovation will continue to strengthen.
Green Technology
Asia's first deep water conduit rack platform "Sea Foundation No. 1" was put into production
On September 3, Asia's first deep water conduit rack platform "Sea Foundation No. 1" was put into production, marking my country's successful unlocking of a new model of oil and gas development for deep water super-large conduit rack platform. It is reported that "Seake No. 1" has put into production five production wells at the same time, with a daily output of about 2,700 tons in the initial stage. Relying on "Seake No. 1", two oil fields, Lufeng 15-1 and Lufeng 22-1 will be developed at the same time, with a total of 14 production wells and 3 water injection wells. After all, the peak production of crude oil will reach 5,000 tons per day, which will inject new impetus into the economic and social development of the Guangdong-Hong Kong-Macao Greater Bay Area.
Comment: "Seake No. 1" is the first time that my country has tried the deep-water conduit frame platform development model, moving the production system from underwater to the platform, and has significant advantages of low development investment, low production cost and high localization rate.
Green car
car sales in September are expected to be 2.519 million vehicles
A few days ago, China Automobile Industry Association calculated based on weekly data of key enterprises that the car sales in September 2022 were estimated to be 2.519 million vehicles, a month-on-month increase of 5.7% and a year-on-year increase of 21.3%; from January to September 2022, the estimated car sales were 19.379 million vehicles, a year-on-year increase of 3.9%. In terms of new energy vehicles, the momentum of rapid growth remains. From January to August, new energy sales reached 3.86 million vehicles, an increase of 1.1 times year-on-year. Judging from the data released by key companies at present, new energy vehicles will continue to maintain rapid growth in September.
Comment: Driven by the continued diversification of the supply of new energy vehicles and the end effect of subsidy policies, the sales of new energy passenger cars are expected to continue to hit new highs.
Green International
Beixi pipeline leakage may cause the largest greenhouse gas emissions in history
On September 26, the " Beixi-1" and " Beixi-2" natural gas pipelines leaked. Beixi Natural Gas Pipeline Company said that the natural gas leakage of the "Beixi-2" natural gas pipeline was stopped on October 1. On October 2, the "Beixi-1" natural gas pipeline also stopped leaking. After the Norwegian Pipeline leaked, large methane clouds formed over the relevant areas and continued to spread. For methane clouds moving over Swedish and Norwegian , researchers from the Norwegian Air Institute said: 96% of the two pipelines in the Norwegian River The gas is composed of methane. They were very shocked to find that it is estimated that at least 80,000 tons of methane were released from the Nord Stream pipeline into the ocean and the atmosphere, causing it is likely to be the largest greenhouse gas emissions on record so far.
Comment: Methane is a major cause of climate change, and it is a greenhouse gas that is more powerful than carbon dioxide. methane has the ability to absorb the sun's heat and warm the earth 80 times that of carbon dioxide.
Green exposure platform
A company in Shenzhen issued a false soil investigation report and was fined 100,000 yuan
A few days ago, the Ministry of Ecology and Environment announced the seventh batch of typical cases of ecological environment law enforcement, including the case of Guangdong Shenzhen Tesaixin Technology Co., Ltd. issued a false soil investigation report. It is reported that on January 27, 2021, the Shenzhen Ecology and Environment Bureau Longgang Administration, together with the Shenzhen Planning and Natural Resources Bureau, organized an expert review. The review found that the company did not conduct actual interviews and investigated the respondents during the preparation of the "Preliminary Investigation Report on the Soil Environment of the Land Preparation Project of Huancheng West Road Plot in Pingdi Street", and issued false interview records. Relevant law enforcement departments imposed a fine of 100,000 yuan on the company's directly responsible supervisors and other directly responsible persons, and ordered the company to make rectifications.
Comment: Falsification in preparing technical reports can easily cause major losses and have serious social harm. In addition, investigating and punishing illegal acts of issuing false reports requires a high level of professional and technical level. The ecological and environmental department should strengthen internal linkage and cooperation, effectively give full play to the professional advantages of each department, and form a joint force for crackdown.
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