Core Insights - The Chinese new energy vehicle (NEV) industry has shown remarkable growth during the "14th Five-Year Plan" period, with production increasing from approximately 1.4 million units in 2020 to around 13 million units in 2024, and sales share rising from 5.4% to 40.9% [2][3][4] - The industry has transitioned from being a "follower" to a "leader" in the global market, with domestic brands gaining market share in Europe and Southeast Asia, supported by a robust supply chain from battery production to intelligent technology [3][4] - Significant improvements in product quality and performance have been achieved, with the average range of pure electric passenger vehicles nearing 500 kilometers, battery costs reduced by 30%, and charging speeds increased by over three times [4][5] Industry Development - The NEV market has expanded significantly, with total consumption expected to exceed 2 trillion yuan in 2024, driving growth across the entire industry chain and contributing to high-quality economic development [4][5] - Despite the successes, challenges remain, such as a shortage of high-performance chips and issues related to irrational competition within the industry [5] Consumer Sentiment - Consumers exhibit a complex attitude towards intelligent driving systems, showing interest but also significant concerns about safety, indicating that safety remains the top priority when considering new technology [6][7] - There is a willingness among consumers to accept data collection for system optimization, but skepticism about the effectiveness of such improvements persists [7][8] Future Outlook - The NEV industry is seen as a landscape filled with opportunities and challenges, where companies must prioritize consumer safety and practical applications while maintaining reasonable costs to succeed in a competitive market [8]

Group 1 - The core viewpoint of the report by Ember is that China's investment in clean energy has become a major factor in determining the global decarbonization process [1] - China produces 60% of the world's wind turbines and 80% of solar panels, significantly lowering costs for other countries [2] - Since 2010, the cost of solar components has decreased by over 90%, with China accounting for three-quarters of global solar manufacturing during this period [2] Group 2 - In the previous year, China's investment in renewable energy capacity reached $625 billion, nearly one-third of the global total, compared to $426 billion from Europe and $409 billion from the United States [3] - The clean energy sector, led by solar panels, batteries, and electric vehicles, has expanded at three times the rate of other industries, contributing $1.9 trillion to China's output [3] - The report highlights that U.S. investments under the Inflation Reduction Act are restricted to domestic projects, while China's investments are fostering clean energy development in other countries [3] Group 3 - The rapid development of China's solar energy industry raises questions about the scale of investment that would exist without China's involvement [5] - Clean energy is expected to create a significant market opportunity [5]

Core Viewpoint - The collaboration between Hang Seng China and Middle Eastern financial institutions, along with JinkoSolar, aims to facilitate cross-border green syndicated loans to support the international development of Chinese enterprises along the Belt and Road Initiative [1] Group 1: Partnership and Collaboration - Hang Seng China signed a memorandum of cooperation for cross-border green syndicated loans with financial institutions from Qatar and Kuwait, as well as JinkoSolar [1] - This project represents a practical case of Hong Kong becoming a super connector for economies along the Belt and Road, showcasing the close collaboration between Hang Seng China and its parent bank [1] Group 2: Strategic Importance - The initiative aims to leverage Hong Kong's unique advantages as an international financial platform to connect Middle Eastern capital with the domestic market [1] - The partnership is expected to support the internationalization of leading renewable energy companies like JinkoSolar, while also providing a reference for green investment and financing cooperation under the Belt and Road framework [1] Group 3: Industry Confidence - JinkoSolar, as a leading player in the global photovoltaic industry, has a broad presence in Belt and Road markets, indicating strong international confidence in China's renewable energy sector [1] - The cross-border green syndicated loan reflects the strong support from Hang Seng Bank and Hang Seng China for JinkoSolar, highlighting their efficiency and professionalism in international syndicate business [1]

二、募集资金存放及管理情况 为规范公司募集资金管理和使用，维护投资者权益，公司依照规定开设了募 集资金专项账户，对募集资金进行专户存储，募集资金投资项目实施主体山西天 1 证券代码：600617 900913 证券简称：国新能源 国新 B 股 公告编号：2025-026 山西省国新能源股份有限公司 关于注销募集资金专项账户的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、募集资金基本情况 经中国证券监督管理委员会证监许可字[2013]1545 号文《关于核准上海联 华合纤股份有限公司向山西省国新能源发展集团有限公司等发行股份购买资产 并募集配套资金的批复》批准，公司于 2014 年 1 月向特定对象非公开发行人民 币普通股(A 股)股票 3,000.00 万股，每股发行价格为人民币 16.00 元，募集资 金总额为人民币 480,000,000.00 元，扣除非公开发行费用 14,150,943.40 元后， 剩余募集资金净额 465,849,056.60 元。上述募集资金到位情况已经立信会计师 事务所（特殊普通合伙 ...

工信部：我国新能源汽车产销量连续10年保持全球第一 据介绍，2020-2024年，我国装备制造业和高技术制造业增加值分别年均增长7.9%、8.7%，占规上工业 比重分别提升至34.6%、16.3%。新能源汽车2024年产量突破1300万辆，产销量连续10年保持全球第 一；造船业国际市场份额持续全球领先。 工信部：高端智能车用芯片仍存短板，将进一步完善支持政策 9月9日，工信部副部长辛国斌在国新办新闻发布会上表示，"十四五"期间，我国新能源汽车产量更大， 产品更好开了，产业对经济贡献更突出，2024年我国新能源汽车整车消费超过2万亿元，有力带动了产 业链上下游和相关产业的快速发展，形成了巨大的经济社会效益，为经济高质量发展作出了重要贡献。 不过，目前产业发展还存在着一些不容忽视的问题，比如说高端制程车用大算力芯片还有短板，比如说 产业非理性竞争的问题还比较突出等。下一步，工信部将进一步完善支持政策，加强关键核心技术突 破，规范产业竞争秩序，持续推动产业高质量发展。 杭州：拟开发高性能车载摄像机、激光雷达、毫米波雷达等环境感知终端 杭州市经信局就《杭州市加快发展人工智能终端产业三年行动方案（2025—2027年） ...

Group 1: Industry Insights - The Ministry of Industry and Information Technology predicts that China's new energy vehicle consumption will exceed 2 trillion yuan in 2024, significantly boosting the development of the entire industry chain and contributing to high-quality economic growth [1] - The latest data from the China Passenger Car Association indicates that retail sales of narrow passenger cars reached 2.019 million units in August, a year-on-year increase of 5.9% and a month-on-month increase of 9.5% [2] - The 2025 Munich International Motor Show has commenced, featuring over 700 automotive companies, with a focus on electric vehicles, indicating a critical shift in the automotive industry [3] Group 2: Company Developments - The establishment of the Hefei Automotive Testing and Certification Technology Center, with a registered capital of 200 million yuan, highlights Hefei's strategic positioning in the automotive testing and certification sector [4]

记者在泰国多地探访获悉，虽然燃油车和混动路线仍占据主流，但纯电动车已经具备消费基础。泰国正 处于燃油与电动并行、传统品牌与新势力交锋的十字路口，中国品牌的渗透力成为其中关键变量。 日系车企在泰国市场筑起的铜墙铁壁，正随着中国新能源汽车的出海而消融。比亚迪（002594）、长 城、名爵、零跑甚至哪吒……一系列中国汽车品牌，正从边缘驶入主流视野。 中国车企一边致力于出口，另一方面也在谋求本地化适配。在此过程中，"内卷"外溢的魅影若隐若现， 如何避免重蹈当年摩托车出海的覆辙，是所有玩家需共同面对的问题。 泰国是中国车企布局东南亚、推进全球化战略的桥头堡。有受访专家建议，车企出海可以适当慢一点、 稳一点、扎实一点，更重视质量和服务，由此沉淀出一流品牌。 抢滩"亚洲底特律" 泰国是东南亚最大、全球第12大汽车生产国，素有"亚洲底特律"之称。 雨季的曼谷，天色如情绪般变幻。阳光偶尔被云层遮蔽，时而又刺破云层，洒向川流不息的街道。数十 年来，这里是燃油车的王国，大排量皮卡在蛛网般的道路上吞吐烟气；而如今，中国新能源车也频繁出 现，如同云缝中愈发明亮的光，改写着天际线的颜色。 "看，那是比亚迪，后面是极氪。"泰籍华裔Bom指 ...

日系车企在泰国市场筑起的铜墙铁壁，正随着中国新能源汽车的出海而消融。比亚迪、长城、名爵、零 跑甚至哪吒……一系列中国汽车品牌，正从边缘驶入主流视野。 记者在泰国多地探访获悉，虽然燃油车和混动路线仍占据主流，但纯电动车已经具备消费基础。泰国正 处于燃油与电动并行、传统品牌与新势力交锋的十字路口，中国品牌的渗透力成为其中关键变量。 中国车企一边致力于出口，另一方面也在谋求本地化适配。在此过程中，"内卷"外溢的魅影若隐若现， 如何避免重蹈当年摩托车出海的覆辙，是所有玩家需共同面对的问题。 泰国是中国车企布局东南亚、推进全球化战略的桥头堡。有受访专家建议，车企出海可以适当慢一点、 稳一点、扎实一点，更重视质量和服务，由此沉淀出一流品牌。 抢滩"亚洲底特律" 泰国是东南亚最大、全球第12大汽车生产国，素有"亚洲底特律"之称。 雨季的曼谷，天色如情绪般变幻。阳光偶尔被云层遮蔽，时而又刺破云层，洒向川流不息的街道。数十 年来，这里是燃油车的王国，大排量皮卡在蛛网般的道路上吞吐烟气；而如今，中国新能源车也频繁出 现，如同云缝中愈发明亮的光，改写着天际线的颜色。 "看，那是比亚迪，后面是极氪。"泰籍华裔Bom指向数百米外，不用 ...

新华财经巴黎9月9日电（记者罗毓）法国媒体《回声报》网站日前刊发巴黎高等商学院教授弗朗索瓦· 热芒纳撰写的专栏文章说，中国已经在太阳能等新能源领域处于全球领先地位。欧洲应摒弃保护主义政 策，以开放心态看待中国新能源发展，把低碳能源战略作为自身竞争力的真正支柱。文章摘要如下： 英国能源智库"未烧尽的煤"发布数据显示，2025年上半年全球新增太阳能装机容量与2024年同期相比增 长64%。根据专业机构预测，预计到2030年，全球太阳能发电量将增长3倍，风电将增长两倍，而煤炭 在全球电力结构中占比将大幅下降。一场真正的能源转型正在发生。 （文章来源：新华社） 然而，在欧洲，几乎无人关心这些发展趋势。这不仅意味着全球电力结构的深刻转型，也是一场能源与 地缘政治的变革：主要的电力生产来源不再局限于各国国土之下的矿产资源，而将真正意义上处于地表 之上。这是欧洲重新思考能源主权时应考虑的根本性转变。 从欧洲视角来看，因担心欧洲在工业和经济上的地位下降，而采取保护主义、对中国产品关上大门并不 可取。欧洲完全可以把低碳能源战略作为自身竞争力的真正支柱。 ...

然而，在欧洲，几乎无人关心这些发展趋势。这不仅意味着全球电力结构的深刻转型，也是一场能源与 地缘政治的变革：主要的电力生产来源不再局限于各国国土之下的矿产资源，而将真正意义上处于地表 之上。这是欧洲重新思考能源主权时应考虑的根本性转变。 从欧洲视角来看，因担心欧洲在工业和经济上的地位下降，而采取保护主义、对中国产品关上大门并不 可取。欧洲完全可以把低碳能源战略作为自身竞争力的真正支柱。 新华社巴黎9月9日电（记者罗毓）法国媒体《回声报》网站日前刊发巴黎高等商学院教授弗朗索瓦·热 芒纳撰写的专栏文章说，中国已经在太阳能等新能源领域处于全球领先地位。欧洲应摒弃保护主义政 策，以开放心态看待中国新能源发展，把低碳能源战略作为自身竞争力的真正支柱。文章摘要如下： 英国能源智库"未烧尽的煤"发布数据显示，2025年上半年全球新增太阳能装机容量与2024年同期相比增 长64%。根据专业机构预测，预计到2030年，全球太阳能发电量将增长3倍，风电将增长两倍，而煤炭 在全球电力结构中占比将大幅下降。一场真正的能源转型正在发生。 ...