全球能源与ESG周报：欧美能源转型利好中国企业，全球天然气价格上行

Group 1: Natural Gas Market Updates - As of May 6, 2024, China's LNG import price is $10.81 per million British thermal units, up 8.44% from the previous week[43] - The market price for LNG in China is 4,270.30 yuan per million British thermal units, reflecting a 2.01% increase from the prior week[43] - The increase in LNG market price is influenced by rising auction prices for raw gas at Northwest liquid plants, although demand has weakened due to the May Day holiday[43] Group 2: Electricity Market Updates - Guangdong, Hubei, and Shanghai's electricity purchase prices are 0.517, 0.450, and 0.479 yuan per kWh respectively, with month-on-month changes of +0.6%, -1.3%, and -8.6%[53] - The peak-valley price difference in Guangdong's Pearl River Delta is the highest in the country at 1.3610 yuan per kWh[53] - New time-of-use pricing policies are being implemented in Hubei, Jiangxi, and Qinghai provinces starting in May 2024[53] Group 3: Renewable Energy Market Updates - In Q1 2024, China's newly installed photovoltaic capacity reached 45.74 GW, a year-on-year increase of 35.9%[38] - Wind power installations in China for the first three months of 2024 totaled 15.5 GW, nearly a 49% increase year-on-year[38] - The U.S. EPA has launched a "Solar for All" initiative aimed at installing solar systems in low-income and disadvantaged communities[38] Group 4: Storage and Lithium Battery Market Updates - The average price for two-hour storage systems increased by 21.7% in April 2024[56] - The total scale of storage in April reached 5.05 GW/15.9 GWh, up from 3.91 GW/10.64 GWh in March[56] - The average price for battery-grade lithium carbonate remains stable at 120,500 yuan per ton, while lithium hydroxide is at 100,400 yuan per ton[56]