原油日报 | 2026-02-11 CPC原油出口仍未完全恢复 市场要闻与重要数据 1、 纽约商品交易所3月交货的轻质原油期货价格下跌40美分，收于每桶63.96美元，跌幅为0.62%；4月交货的伦敦 布伦特原油期货价格下跌24美分，收于每桶68.80美元，跌幅为0.35%。SC原油主力合约收涨0.21%，报474元/桶。 （来源：Bloomberg） 2、 2月11日，特朗普政府官员已讨论是否扣押更多运输伊朗石油的油轮，以进一步向德黑兰施压。但由于担忧伊 朗几乎必然的报复行动以及对全球石油市场的影响，美国官员表示目前尚未采取行动。如果美国采取行动阻止其 他受制裁船只在伊朗装载石油，将挤压德黑兰的主要收入来源。此举将扩大白宫去年12月在加勒比海地区实施的 激进战略。然而，一些官员表示，该方案作为白宫迫使德黑兰达成限制核计划协议的数个选项之一，面临重重障 碍，扣押行为甚至被视为一种战争行为。针对美国升级的打击行动，伊朗很可能通过扣押该地区美国盟友的油轮， 甚至在霍尔木兹海峡布设水雷作为回应。任何一种举动都可能导致油价大幅攀升，使白宫面临政治风暴的风险。（来 源：Bloomberg） 3、 2月10日，印度海岸警 ...

[Table_Title] 研究报告 Research Report 1 Feb 2026 中国策略 China Strategy 海通国际 2026 年 2 月金股 HTI February 2026 Top Picks 周林泓 Amber Zhou amber.lh.zhou@htisec.com 2 Feb 2026 3 [Table_yemei1] 观点聚焦 Investment Focus | 行业组 | 分析师 | 行业 | Top Pick | 看好理由 | | --- | --- | --- | --- | --- | | | | | | Google 被 AI 搜索压制的估值已经在逐步释放：1）通过 AI Overview | | | | | | 过渡 + AI mode 解锁交互式 AI 搜索功能，守护搜索市场，未来广告 | | | | | | 业务保持良好能见度；2）Google TPU 订单激增，Meta OpenAI 等大 | | | | | Alphabet (GOOGL US) | 量订购 TPU V7 系列。预计云业务全年 30%+增速，并且通过规模效 | | | | | | ...

上海市虹口区副区长陈帅 绿色金融60人论坛（GF60）秘书长、上海金司南金融研究院理事长廖双辉发表开场致辞。他首先代表 GF60对与会来宾表示热烈欢迎。他指出，GF60始终围绕推动行业标准建设、促进国际深度交流、助力 产业地方落地三大核心方向开展工作，立足虹口服务全国市场，助力企业出海高质量发展，坚定以"智 库+基金"为抓手，实务支持地方产业转型与可持续发展。他表示，本次论坛旨在凝聚智库智慧、资本 力量与产业实践，推动绿色投资落地见效，为转型提供坚实支撑。期待通过本次论坛碰撞出更多"能落 地、能推广"的模式，为上海国际绿色金融枢纽添砖加瓦，为全球可持续发展注入中国动能。 论坛吸引了来自政府部门、国际组织、金融机构及产业界的200余位嘉宾与观众齐聚北外滩，以"可持续 发展与金融协同"为核心，共话绿色金融的全球趋势与中国实践，共探产业的转型与创新机遇。活动现 场发布了《中小银行可持续信息披露》课题成果，并成功举行昆山绿色金融科技实验室揭牌仪式、盛泽 环境权益交易市场与绿色金融协同创新平台签约仪式等重要环节，凝聚多方智慧，搭建协作平台，切实 推动绿色金融从理念落地为实践，助力国家"双碳"目标实现。 上海市虹口区副区 ...

文 | 中国能建 中国储能产业发展的风向标 第十四届储能国际峰会暨展览会 当地时间12月5日 中国能建国际集团、浙江火电、安徽院 联营体总承包建设的 中亚最大电化学储能项目 乌兹别克斯坦塔什干光储项目储能站 首次并网成功 开始服务乌兹别克斯坦电网 项目是由ACWA Power与乌兹别克斯坦能源部开发的IPP项目，位于乌兹别克斯坦首都塔 什干东北郊区30公里处， 新建一座334兆瓦/500兆瓦时储能电站 以及配套建设220千伏 升压站、220千伏电缆出线及对侧站(部分二次通信改造)。 作为中国能建践行共建"一带一路"倡议和深化国际产能合作的标志性成果， 项目 建成后， 单次充电最大可存储77万度绿电，按照85%充放电效率考虑，在电力供应紧张时期，一次 放电可释放65.45万度电，满足近10万个家庭1天的用电量，每年增加消纳4.1亿度绿电， 相当于减排二氧化碳约34.7万吨，节约标煤约13.9万吨，降低碳排放与环境污染，助力乌 兹别克斯坦实现气候承诺，改善生态环境与居民生活质量，推动能源结构绿色转型。 ESIE 2026 时间： 202 6年4月1 - 3日 地点： 北京·首都国际会展中心 相关阅读 2025中国 ...

开始服务乌兹别克斯坦电网 项目是由ACWA Power与乌兹别克斯坦能源部开发的 IPP 项目，位于乌兹别克斯坦首都塔什干东 北郊区30公里处，新建一座334兆瓦/500兆瓦时储能电站以及配套建设220千伏升压站、220千 伏电缆出线及对侧站(部分二次通信改造)。 作为中国能建践行共建"一带一路"倡议和深化国际产能合作的标志性成果， 项目 建成后， 单次 充电最大可存储77万度绿电 ，按照85%充放电效率考虑，在电力供应紧张时期， 一次放电可释 放65.45万度电 ，满足近10万个家庭1天的用电量，每年增加消纳4.1亿度绿电，相当于减排二氧 化碳约34.7万吨，节约标煤约13.9万吨，降低碳排放与环境污染，助力乌兹别克斯坦实现气候承 诺，改善生态环境与居民生活质量，推动能源结构绿色转型。 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤储能 资讯~ 当地时间12月5日 中国能建国际集团、浙江火电、安徽院 联营体总承包建设的 中亚最大电化学储能项目 乌兹别克斯坦塔什干光储项目储能站 首次并网成功 鑫椤报告预售： 2025-2029年中国三元材料运行趋势及竞争策略研究报告 2025- ...

Core Viewpoint - The Syrian transitional government has engaged ACWA Power to develop an energy sector development plan extending to 2040, focusing on resource allocation, renewable energy integration, and enhancing grid reliability and efficiency [1] Group 1: Energy Sector Development - The plan aims to address the allocation of Syria's energy resources and ensure the effective integration of renewable energy into the grid [1] - The project is valued at approximately $7 billion, aimed at rebuilding Syria's energy sector, which has been in crisis since 2016 [1] Group 2: Renewable Energy Projects - ACWA Power has signed an agreement with the Syrian transitional government to develop renewable energy projects, including a solar power plant with a capacity of up to 1,000 megawatts and a wind power plant with a capacity of 1,500 megawatts [1]

Core Viewpoint - Guoxuan High-Tech has established Hefei Guoxuan Green Energy Co., Ltd. with a registered capital of 1 billion yuan, marking a significant move into the wind power sector [4][5]. Company Establishment - Hefei Guoxuan Green Energy Co., Ltd. was registered on November 17, 2025, in Hefei, Anhui Province, with a focus on battery manufacturing, sales, and related new energy products [4][6]. - The company is wholly owned by Guoxuan High-Tech's subsidiary, Hefei Guoxuan Battery Technology Co., Ltd. [5]. Industry Positioning - The establishment of this new company is interpreted as a strategic move by Guoxuan High-Tech to strengthen its position in the wind power market, contributing to an integrated wind-solar-storage layout [8]. - The wind power and energy storage integration is seen as a major trend, enhancing the competitiveness of wind power in the electricity market [8]. Market Trends - The wind power industry is expected to experience significant growth by 2025, leading to an increased demand for energy storage solutions [8]. - Other companies, such as CATL and Chuangneng New Energy, have also begun to invest in the wind power sector, indicating a broader industry trend [8]. Integrated Solutions - Guoxuan High-Tech is focusing on zero-carbon solutions, with plans for a 1GW wind-solar-storage project that could generate 1.7 billion kWh annually, supporting the production of 400,000 tons of negative electrode materials [9]. - The company has signed an investment agreement with ACWA Power for a wind power project in Morocco, which includes a 500MW wind farm and a 2000MWh energy storage project [9]. Future Outlook - Guoxuan High-Tech's zero-carbon solutions are expected to be rapidly replicated and implemented, positioning the company as a key player in global sustainable energy development [10].

报告显示，该公司2025年第三季度营业利润为5.572亿里亚尔，同比下降42%。每股收益为1.71里亚 尔，而上年同期为1.7沙特里亚尔。 经济报11月3日报道，沙特能源公司ACAW Power发表声明称，该公司2025年第三季度净利润增长 13%，达到3.71亿里亚尔。 （原标题：ACWA Power第三季度利润增长13%） ...

Core Insights - The European Bank for Reconstruction and Development (EBRD) is co-financing a solar energy and battery project in Uzbekistan with a financing package of €121 million ($142 million) [1][5] - The project involves two special-purpose vehicles (SPVs) with a combined capacity of 1GW, focusing on solar photovoltaic (PV) and battery energy storage systems (BESS) [1][2] Financing Details - ACWA Power holds the majority stake in the SPVs, with Japanese investors including Sumitomo, Shikoku Electric Power Company, and Chubu Electric Power Company participating for the first time in Uzbekistan's renewable energy sector [2] - The financing package consists of two senior secured loans: €52 million for ACWA Power Sazagan Solar 1, which will develop a 500MW solar PV plant and a 668MWh BESS in the Samarkand region [2][3] - The second loan of €69 million will fund ACWA Power Sazagan Solar 2, which will construct a 500MW solar plant and a 668MWh BESS in the Bukhara region [3] Project Impact - The project aligns with Uzbekistan's broader renewable energy strategy, aiming for 25GW of solar and wind capacity by 2030 [4] - Once operational, the project is expected to generate approximately 2,300GWh of electricity annually, sufficient to power around 600,000 households [4] - EBRD has previously supported significant green energy projects in Uzbekistan, including 1.65GW of wind capacity, 1.4GW of solar PV, and 334MW of BESS [4]

Core Viewpoint - Azerbaijan's state-owned power and transmission company, AzerEnergy, is constructing a 250MW/500MWh battery storage project, the largest of its kind in the region, aimed at enhancing grid stability and energy independence [2] Group 1: Azerbaijan's Energy Project - AzerEnergy's project is located at two key substations: the 500 kV Absheron substation near the capital and the 220 kV Agdash substation [2] - The project will improve grid stability, frequency regulation, and peak load management, and it has black start capability to assist in grid recovery after major outages [2] - As part of its decarbonization strategy, AzerEnergy plans to integrate 2GW of wind and solar power into the national grid by 2027 [2] Group 2: Uzbekistan's Energy Initiatives - Uzbekistan is planning a larger independent battery storage project, with ACWA Power securing a contract for a 2GWh battery storage project [4] - ACWA Power is also collaborating with the Asian Development Bank to construct a wind and storage facility in the Karakalpakstan region, which includes a 200MW wind farm and a 100MWh storage system [4][5] - The project financing includes $5.1 million from the Asian Development Bank and aims to support Uzbekistan's transition to low-carbon energy [5] Group 3: Future Goals and Developments in Uzbekistan - Uzbekistan aims to install 25GW of renewable energy capacity by 2030, with renewable energy accounting for 16% of its energy structure as of February 2025 [7] - The country is also advancing its storage infrastructure, with a 63MW storage system and a 250MW solar power plant planned for construction [5][6]