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A | (Yonhap)South Korea’s business sentiment rose to its highest level in nearly four years in August, driven by improving confidence in the manufacturing sector led by semiconductors, increased passenger demand during the summer vacation season, and a recovery in the information and communications technology (ICT) sector.According to the Bank of Korea on Wednesday, the composite business sentiment index (CBSI) for all industries rose 1.1 points from July to 99.6 in August. It was the highest level since September 2022, when the index stood at 102, marking a second straight monthly increase after falling 1.2 points in June and rising 0.8 points in July.The CBSI is a measure of corporate sentiment calculated from five major indicators for manufacturing and four for non-manufacturing. A reading above the 2003-2025 average of 100 signals optimism, while a reading below 100 signals pessimism.The BOK noted that manufacturing, led by semiconductors, has driven the recovery in business sentiment since the downturn in late 2022, while nonmanufacturing also improved this month, pushing overall sentiment to a nearly four-year high.The manufacturing CBSI rose 0.6 point to 103.8 in August, extending its gains to five straight months and reaching its highest level since June 2022, when it was 107.1. It has stayed above its long-term average of 100 for four months after surpassing it in May at 100.8, its first reading above 100 in three years and nine months.Higher finished-product inventories, up 0.6 point, and improved financial conditions, up 0.4 point, drove the August gain.The CBSI for large companies fell 1.6 points to 103.7, ending a five-month rise, while the index for small and midsize enterprises rose 2.2 points to 99.8, its highest since June 2023, when it was 103.2. Sentiment among small and midsize enterprises has risen for two straight months since July.The CBSI for export-oriented companies rose 1 point to 108.5, its highest since May 2022, when it was 114. The index for domestic-oriented companies fell 0.6 point to 99.4.The BOK, however, called the declines at large and domestic-oriented companies temporary, saying sentiment has broadly improved across companies of all sizes and both export- and domestic-oriented businesses since the start of the year.The nonmanufacturing CBSI rose 1.5 points to 96.7, rebounding after two straight monthly declines from May’s 97.5. Higher sales, up 0.6 point, and improved financial conditions, up 0.5 point, led the gain.The BOK said nonmanufacturing sentiment improved more sharply as transportation and passenger demand increased during the summer vacation season and the broadcasting, film and services industries recovered.Among manufacturers, sentiment in electronics, video and telecommunications equipment improved on higher printed circuit board prices and the use of stockpiled inventories as operating rates were reduced during the vacation season.Food products also improved as the exchange rate lowered prices for imported ingredients and selling prices rose for products including processed meat.In nonmanufacturing, transportation and warehousing sentiment improved on higher ocean freight rates and increased passenger demand, while information and communications sentiment rose on better performance among video, broadcasting and IT service companies.The outlook for September also improved, with the all-industry CBSI forecast rising 3.1 points from August to 99.6. The manufacturing outlook rose 2 points to 102.5 and the nonmanufacturing outlook 3.9 points to 97.6.The Economic Sentiment Index (ESI), which combines the BSI and Consumer Sentiment Index (CSI), rose 1.5 points to 99.4 in August. Its seasonally adjusted cyclical component rose 0.4 points to 96.9, the highest since September 2022, when it was 97.9.The survey was conducted from August 10 to 18 among 3,524 companies nationwide, with 3,170 responding, including 1,770 manufacturers and 1,400 nonmanufacturers.。 工业和信息化部日前印发《关于组织开展国家级零碳工厂建设工作的通知》,对国家级零碳工厂(含零碳算力设施)建设进行具体安排。何为零碳工厂?清华大学碳中和研究院院长贺克斌介绍,零碳工厂不是绝对的“零”二氧化碳排放,而是通过技术创新、结构调整和管理优化等系统减排措施,充分挖掘减排潜力,在当前技术经济条件允许下,实现应减尽减并持续改进提升,保持工厂二氧化碳排放最低。从五部门联合印发指导意见,引导工业企业试点建设零碳工厂,到“十五五”规划纲要提出“建设零碳工厂和园区”,再到《工业绿色低碳发展“十五五”规划》明确培育建设零碳工厂500个,今年以来,一系列政策接续落地,持续推动零碳工厂建设。此次通知则标志着零碳工厂建设由顶层设计进入全面实施阶段。“通知按照分阶段梯度培育要求,选择具备一定建设基础、建设目标明确、实施路径清晰,并承诺在规定期限内完成建设目标的制造型企业、算力设施,择优纳入国家级零碳工厂建设名单,做好标杆引领。”工业和信息化部节能与综合利用司有关负责人说。零碳工厂建成什么样?通知设置了三项核心指标,即单位能耗碳排放、非化石能源消费占比、非化石能源电力消费物理认定量占比。“这些指标把国家级零碳工厂‘建成什么样’转化为可衡量、可评估、可验证的目标要求。”中国电子技术标准化研究院副院长陈大纪说。陈大纪进一步解释说,单位能耗碳排放反映每消费一吨标准煤所对应的二氧化碳排放水平,不同行业可以选择不同建设路径,但最终都要体现为排放持续降低、逐步趋向于近零;非化石能源消费占比则引导企业加快用能结构绿色低碳转型;非化石能源电力消费物理认定量占比可以引导企业扩大非化石能源电力消费,提升非化石能源电力直接供给、就近利用和物理可溯源能力。此外,三项核心指标并不是零碳工厂建设的全部内容。能否成为国家级零碳工厂,还要综合评估建设成效、路径合理性、数据真实性、管理规范性、带动作用等因素。零碳工厂应该怎么建?通知以评估指标体系为牵引,从科学算碳、源头减碳、过程脱碳、协同降碳、智能控碳等多维度勾勒出实施路径。协同降碳是零碳工厂建设的重要支撑。通知要求,说明开展重点产品碳足迹分析、推行零碳供应链管理等情况。中国电子学会副秘书长曹学勤介绍,算力设施是当前我国能耗增长较快的领域之一,2025年我国算力设施用电量约占全社会用电量的1.6%。

B | “未来算力设施应围绕设备采购、工程建设、能源供应、运维服务和算力应用等重点环节,加强上下游协同,推动低碳设备选型、绿色电力使用、绿色运维管理等措施落地,形成有益的建设经验。

C | ”智能控碳是建设零碳工厂的核心路径。通知提出,建设运营数字化能碳管理平台;采用人工智能、工业互联网、物联网、大数据、区块链、数字孪生等技术。以汽车行业为例,工业和信息化部装备工业发展中心副主任刘法旺认为,企业应以零碳工厂建设为契机,系统推进能碳管理数字化能力建设,建立全厂统一的数据采集网络,实现能耗与碳排放数据自动归集、实时传输,推动能碳管理从“被动统计”向“主动管控、智能优化”升级。如何确保建设质量?“及时调整完善建设方案”“建立常态化跟踪机制”“及时掌握建设进展”……通知明确零碳工厂建设工作“重技术、重建设、重实效”,而非一次性评价认定。据悉,工业和信息化部将不定期对建设单位开展抽查核验,并按照“成熟一批,验收一批”的原则组织验收,通过验收评估的,正式成为国家级零碳工厂。业内人士表示,随着建设工作的深入推进,将逐步培育形成一批能源结构持续优化、排放水平稳步降低、过程脱碳措施扎实、数据管理规范、带动作用突出的国家级零碳工厂,为工业领域绿色低碳转型探索可复制、可推广的实践路径,为培育绿色低碳新质生产力提供有力支撑。(记者 周圆)。

D |
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Published on:02:21:03
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