Xingyuan Environment(SZ:300266) Xin Lang Cai Jing·2025-12-11 04:11Core Viewpoint - The renewable energy sector is experiencing significant growth, with various sub-sectors such as energy storage, controllable nuclear fusion, ultra-high voltage, and photovoltaic equipment showing strong performance in the market [1][3][5]. Renewable Energy Sector - Renewable energy concept stocks surged in the morning session, particularly in wind power equipment, which led the gains with an index increase of over 3% [3][10]. - The global wind energy council predicts that by 2030, the global installed capacity for wind energy is expected to reach 981 GW, with an annual addition of 164 GW, reflecting a compound annual growth rate of 8.8% [5][14]. - The International Energy Agency states that by 2030, new photovoltaic installations will account for 70% of all new power sources, driven by declining costs and emerging markets [14][15]. - Domestic energy storage installations reached 31.77 GW/85.11 GWh in the first three quarters of 2025, maintaining a high growth rate with a year-on-year increase of 19.3% (power) and 28.41% (capacity) [14][15]. Silver Market - The silver market has seen continuous price increases, with the London silver spot price surpassing $62 per ounce, marking a historical high and a year-to-date increase of over 114% [6][15]. - The World Silver Association highlights that the demand for silver is rising due to its critical role in digitalization and artificial intelligence applications, particularly in data centers and electric vehicles [7][16]. - The domestic silver futures market also experienced significant gains, with prices rising over 4% in a single session, contributing to a nearly 93% increase over the past year [6][15].