目 录
摘要····························································································1
1、国家宏观政策及行业政策监测分析················································2
1.1 宏观政策监测 ·················································································2
1.1.1 国务院印发《固体废物综合治理行动计划》···································2
1.1.2 八部门联合印发《“人工智能＋制造”专项行动实施意见》··············3
1.2 行业政策分析 ·················································································5
1.2.1 工信部等 5 部门联合印发《工业绿色微电网建设与应用指南（2026~2030
年）》 ·········································································································5
1.2.2 商务部等 9 部门联合印发《关于实施绿色消费推进行动的通知》········6
1.2.3 生态环境部发布新版省级温室气体清单编制指南·····························8
1.2.4 国家发改委印发重磅文件，氢能入列低空经济“四大支柱” ···············8
1.2.5 国家发改委印发《长株潭生态绿心加快绿色转型发展实施方案》········9
1.2.6《绿色产品认证与标识管理办法》发布 ········································10
1.2.7 国家发改委、财政部关于 2026 年实施大规模设备更新和消费品以旧换新政
策的通知 ····································································································10
1.2.8 七部门联手加强再生材料应用推广·············································12
1.2.9 国家发改委联合有关部门印发《煤炭清洁高效利用重点领域标杆水平和基
准水平（2025 年版）》 ·················································································13
1.2.10 三大区域美丽中国先行区建设行动方案印发实施 ·························14
1.2.11 《国家工业和信息化领域节能降碳技术装备推荐目录（2025 年版）》印发
················································································································15
2、行业政策研讨及发展路径··························································16
2.1 官方政策分析解读 ·········································································16
2.1.1 政策东风劲吹，固废处置设备制造业迎来“黄金时代”··················16
2.1.2 推动 AI 与制造业双向赋能 ·······················································19
2.2 “十五五”绿色转型路径分析····························································22
2.2.1 路径一：能源体系重塑是关键起点·············································22
2.2.2 路径二：产业升级+新质生产力形成低碳增长新动能······················23
2.2.3 路径三：制度机制与市场化改革同步推进····································23
2.2.4 路径四：从宏观走向微观——生活方式与消费结构也将发生变化······24
3、节能环保市场热点事件与行情分析··············································26
3.1 节能减排市场热点事件分析 ·····························································26
3.1.1 高质量推进省级温室气体清单编制，各地应如何发力？··················26
3.1.2 三大区域美丽中国先行区建设行动方案的印发释放哪些信号············29
3.2 能源装备专题 ···············································································31
3.2.1 “十五五”时期以未来能源市场需求定义未来能源装备发展············31
3.2.2 中国输变电装备“出海”：竞争优势、地缘政治风险与标准输出······33
4、节能减排商业模式与路径分析····················································36
4.1 节能减排商业模式分析 ···································································36
4.1.1 循环经济产业园盈利模式分析···················································36
4.1.2 节能服务盈利模式分析····························································39
4.2 “十五五”应如何加快经济社会发展全面绿色转型 ·······························41
4.2.1 深刻把握全面绿色转型的时代背景与重大意义······························41
4.2.2 准确理解全面绿色转型的核心要义与价值目标······························42
4.2.3 全面落实绿色转型的战略路径与重点任务····································44
5、重点企业及金融机构实践监测····················································47
5.1 重点企业动向监测 ·········································································47
5.1.1 先河环保与百信信息签署战略合作协议·······································47
5.1.2 安徽省生态环境集团率先落地全国首批参股型并购贷款··················47
5.1.3 聚焦海外市场拓展，资环链金与知名全球商品贸易公司会谈············48
5.1.4 埃沃科携手生态环境部土壤环境管理与污染控制重点实验室，开启污染场
地智能踏勘新篇章 ························································································49
5.1.5 远达环保 CCUS 突破——“氨法脱碳”装置调试成功························49
5.1.6 中国电建北京院与华为签订战略合作协议····································50
5.1.7 宁德时代与蔚来签署 5 年战略合作协议·······································51
5.2 金融机构支持绿色转型实践监测 ·······················································52
5.2.1 建设银行天津分行首推双模式并行举措，破解钢铁行业绿色转型融资难题
················································································································52
5.2.2 中行焦作分行投放 2 亿元贷款，赋能能源企业绿色智能转型············52
5.2.3 浙商银行兰州分行落地系统内首笔化工转型金融贷款·····················53
5.2.4 湖北省首笔建材行业转型贷款在黄石落地····································54
5.2.5 交通银行青岛分行：金融活水助力青岛港前湾码头绿色转型············55
5.2.6 广东首例全氢超低碳钢铁转型金融贷款落地湛江···························57
5.2.7 中信银行：深耕绿色金融 助力高质量发展 ··································58
6、各地区环保政策分析································································64
6.1 华北地区 ·····················································································64
6.1.1 河北省印发两项在产化工园区土壤和地下水污染管控指南···············64
6.1.2 河北省出台排污权租赁管理办法················································64
6.2 华东地区 ·····················································································65
6.2.1 《上海市钢铁行业温室气体排放核算与报告方法》印发··················65
6.2.2 沪苏浙皖联合制定《长三角区域排污权有偿使用和交易试点行动方案》66
6.2.3 江苏出台规范 PPP 存量项目建设和运营的实施意见 ·······················66
6.2.4 《福建省工业能效指南（2025 年版）》出炉································67
6.2.5 江西六部门联合印发《关于推动江西省制造业绿色低碳发展实施意见的通
知》 ··········································································································67
6.2.6 江西出台 20 条措施，加快经济社会发展全面绿色转型 ···················68
6.3 华南地区 ·····················································································69
6.3.1 《广东省零碳园区建设方案》印发·············································69
6.3.2 《广西壮族自治区绿色矿山建设实施方案》印发···························70
6.3.3 海南率先出台省级生态环境监测配套管理办法······························70
6.4 西北地区 ·····················································································71
6.4.1 《青海省深入推进重点流域生态保护补偿机制建设实施方案》出台···71
6.4.2《宁夏回族自治区工业领域氧化亚氮排放控制实施方案》印发 ··········72
6.5 西南地区 ·····················································································73
6.5.1《重庆市新时代产业园区高质量发展实施方案（征求意见稿）》公开征求意
见 ·············································································································73
6.5.2 四川省印发《推动新型技术改造实施方案》·································73
6.5.3 《四川省危险废物收集试点工作方案》印发·································74
6.5.4 《四川省构建全周期全流程绿色制造体系行动方案》印发···············74
6.5.5 《四川省土壤污染源头防控行动实施方案》印发···························75
6.5.6 《贵州省计划用水管理办法（试行）》印发·································76
6.5.7 《贵州省推进小微企业危险废物收集改革试点工作方案》印发·········76
7、商业银行发展绿色金融分析·······················································78
7.1 绿色消费浪潮来袭，银行业如何乘风破浪 ···········································78
7.1.1 契合政策导向，创新绿色信贷产品矩阵·······································78
7.1.2 深化场景融合，拓宽绿色消费金融版图·······································79
7.1.3 巧用金融科技，提升绿色消费服务效能·······································79
7.1.4 强化积分联动，构建绿色消费激励闭环·······································80
7.2 “十五五”时期绿色金融发展机遇 ····················································80
7.2.1 碳达峰碳中和目标下的战略机遇················································80
7.2.2 数字化转型和技术创新机遇······················································82