B[Shenzhen’s electricity consumption increased by 6.4% year-on-year in the first three quarters and increased by 7.16% year-on-year during the National Day holiday] On October 8, according to the “Shenzhen Power Supply” public account, in the first three quarters of 2026, Shenzhen’s total social electricity consumption was 103.042 billion kilowatt hours, a year-on-year increase of 6.40%. At the same time, during the 7-day National Day holiday (October 1-7), the electricity consumption of the whole society increased by 7.16% year-on-year. The "three new" economy represented by new industries, new business formats, and new business models has shown vigorous and upward power. In the first three quarters, electricity consumption increased by 44.5% year-on-year. Among them, the electricity consumption for the manufacturing of new energy vehicles increased significantly by 71.16%, the electricity consumption for the manufacturing of photovoltaic equipment and components increased by 30.45%, and the scale of green and low-carbon industries and advanced manufacturing industries continued to expand. B[Guangdong: By 2030, the province's bamboo forest area will stabilize at more than 8 million acres, and the total output value of the bamboo industry will reach 50 billion yuan] October 8th, recently, seven departments of the Guangdong Provincial Forestry Bureau, Guangdong Provincial Development and Reform Commission, Guangdong Provincial Department of Science and Technology, Guangdong Provincial Department of Industry and Information Technology, Guangdong Provincial Department of Finance, Guangdong Provincial Department of Natural Resources, and Guangdong Provincial Department of Agriculture and Rural Affairs jointly issued the "Five-year Action Plan to Accelerate the High-Quality Development of the Bamboo Industry in our Province (2 026-2030)", it is clear that by 2030, the province's bamboo forest area will stabilize at more than 8 million acres, and the total output value of the bamboo industry will reach 50 billion yuan. It will deploy 15 key tasks from four aspects: expanding bamboo resource cultivation, strengthening bamboo processing, improving bamboo services, and developing new bamboo business formats, accelerating the construction of Guangdong's modern bamboo industry system that integrates the three industries, advanced technology, orderly competition, green and low carbon, and assists "millions of projects" and comprehensive rural revitalization. B[The Fifth China-France Energy Dialogue was held in Beijing] On September 30, He Yang, Deputy Director of the National Energy Administration of China, and Cédric Briere, Director-General of the French Department of Energy and Climate, co-chaired the fifth China-France Energy Dialogue in Beijing on September 29. The two sides conducted in-depth exchanges on energy transformation, energy security, electrification and other policies, and fully exchanged views on practical cooperation in renewable energy, energy storage and hydrogen energy, civil nuclear energy and other fields. The two sides emphasized that China-France energy cooperation started from civilian nuclear energy and gradually expanded to oil and gas, renewable energy, energy technology innovation, green and low-carbon transformation and other fields, forming a cooperative pattern of complementary advantages, mutual benefit and win-win, and long-term stability. Both sides are willing to adhere to the high-level consensus, give full play to their respective advantages, deeply tap cooperation potential, innovate cooperation models, promote China-France energy cooperation to continue to deepen, improve and upgrade, inject new momentum into the sustained and healthy development of China-France comprehensive strategic partnership, and contribute Chinese and French wisdom and strength to promote global energy security and green development. More than 40 representatives in total participated in the dialogue, including Bai Yutang, the French ambassador to China, heads of relevant departments of the National Energy Administration of China, heads of the French Directorate General for Energy and Climate, heads of more than ten Chinese and French energy companies including CNNC, China Huaneng, Dongfang Electric, CGN, and EDF, Total, Air Liquide, and Orano. B[Many companies released ESG reports for the first time, and the trust industry showed its transformation report card] September 28th, Zheshang Jinhui Trust recently released its first environmental, social and corporate governance (ESG) report, systematically disclosing the company’s concepts, actions and results in the fields of environmental, social and corporate governance. Statistics from China Securities Journal reporters found that since this year, six trust companies have disclosed ESG reports for the first time, and the coverage of ESG information disclosure in the trust industry has further expanded. Experts believe that the trust industry is currently in a period of transformation, and there is a high degree of compatibility between ESG and trust business transformation. By disclosing ESG reports, trust companies can demonstrate their transformation direction and differentiation capabilities to the market. In addition, the market’s attention to the ESG performance of trust companies is increasing, and adequate ESG information disclosure can help reduce information asymmetry between trust companies and investors. (China Securities Journal) B[The average transaction price of polysilicon is above 40,000 yuan/ton] On September 28, driven by industry self-discipline initiatives, three new national standards for energy consumption and energy efficiency, and other factors, the polysilicon market ushered in a significant round of price recovery. After nearly two months, the Silicon Industry Branch of the China Nonferrous Metals Industry Association once again released the weekly transaction price of polysilicon. The average transaction price of n-type composite material (rod silicon) and n-type granular silicon both stood at 40,000 yuan/ton, which was about 10,000 yuan per ton higher than the quotation at the end of July. The reporter learned from interviews that the expectation of supply contraction is the core driver of this round of market conditions. At present, the downstream mainly focuses on rigid-need procurement and moderate replenishment, and large-scale centralized procurement has not yet been implemented. According to industry experts, the intensity of production reduction implementation, the continuity of spot transactions and the degree of recovery in terminal demand will determine the future price trend. (Shanghai Securities News) B[National Energy Administration: As of the end of August, the country’s cumulative installed power generation capacity was 4.103 billion kilowatts, a year-on-year increase of 11.1%] On September 24, the National Energy Administration released national electricity statistics from January to August. As of the end of August, the country's cumulative installed power generation capacity was 4.103 billion kilowatts, a year-on-year increase of 11.1%. Among them, the installed capacity of solar power generation was 1.299 billion kilowatts, a year-on-year increase of 16.3%; the installed wind power capacity was 693 million kilowatts, a year-on-year increase of 19.6%. From January to August, the cumulative average utilization of power generation equipment nationwide was 1,942 hours, 163 hours lower than the same period last year. B[Ministry of Industry and Information Technology: It is necessary to accelerate the carbon peak action in the industrial sector] September 23rd, the 2026 National Industrial and Information Green and Low-Carbon Development Symposium was held on September 23 in Yichang City, Hubei Province. The meeting emphasized that during the "15th Five-Year Plan" period, it is necessary to implement the "15th Five-Year Plan for Industrial Green and Low-Carbon Development", adhere to a problem-oriented approach, consolidate the work foundation, continue to optimize and improve the policy, regulations and standard system, and effectively use reform thinking to promote green and low-carbon development work to achieve new breakthroughs. It is necessary to accelerate the carbon peaking action in the industrial sector, enhance the industry's green value creation capabilities, green equipment product supply capabilities, green low-carbon technological innovation capabilities, and intelligent and green integrated development capabilities, improve the industrial resource recycling system, green manufacturing and service systems, and make new and greater contributions to promoting the comprehensive green transformation of economic and social development.
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