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隆基拿下中东1.1GW BC组件订单!
Xin Lang Cai Jing· 2025-11-25 12:22
隆基董事长钟宝申表示,三方将发挥项目开发、技术创新、工程建设等优势,推动项目顺利实现商业运 营,扩大合作成果。 根据协议,隆基将为项目供应1.1GW高效BC组件Hi-MO 9。项目建成后,将大幅提升中东清洁能源产 能,有望成为全球高品质光伏电站新标杆。该项目位于阿拉伯半岛东部,属热带沙漠气候,夏季高温且 温差大,对组件耐候性要求极高。而Hi-MO 9作为隆基BC系列旗舰产品,基于HPBC 2.0技术打造,在 高温、光照不均等复杂场景下可保持高效稳定发电。 此前中国内蒙古巴彦淖尔的沙漠治理配套光伏项目中,Hi-MO 9已验证卓越性能:每千瓦发电量较 TOPCon组件提升2.45%,单位面积发电效率高9.05%;即便长时间阴雨,月均发电量仍领先2.44%。西 班牙Enertis Applus+、法国IPVF的独立验证,进一步证实其度电成本优势,成为全球开发商认可的高价 值方案。 (来源:光伏见闻) 隆基、中电建与法国ENGIE集团领导团队近日在北京签约,正式敲定阿联酋阿布扎比1.5GW PV4 Hazza 1光伏项目合作。这是三方今年5月巴黎签署框架协议后的关键进展,标志项目全面进入实施阶段。 此次合作既是三方优 ...
美国缺席COP30,气候资金如何增加两倍
Di Yi Cai Jing· 2025-11-24 13:48
COP30还首次将贸易议题纳入成果文件。 长期以来,气候适应处于"资金短缺、行动不足"的境地,导致许多社区暴露在不断加剧的气候影响之 下。 自然资源保护协会国际项目高级副总裁达格内特(Yamide Dagnet)对此不无忧虑。 据新华社报道,这是联合国气候变化大会首次在美国联邦政府缺席的情况下召开。大会达成的系列成果 再次证明:《巴黎协定》是全世界绝大多数国家的共识,全球绿色转型不可逆转。 "随着气候变化的加剧,COP30必须推动各国以更有力、更快、更具创造性的方式来适应气候变化,并 采取有效且快速的减排行动。"达格内特对第一财经记者表示,"十年前通过的《巴黎协定》是全球应对 气候变化的里程碑,推动世界在减排方面取得重要进展。但根据联合国最新报告,目前全球行动的速度 和规模远远不足以应对当前的紧迫形势。随着气候影响不断加剧,我们更需要坚定决心,加快行动步 伐,并重新思考如何建设具有韧性的社区、经济和生态系统。" 呼吁到2035年将适应资金增加两倍 在达格内特看来,COP30必须推动适应融资的规模化增长,将对气候风险和韧性的考量纳入经济规划, 并采用切实可行的指标。 经过此次两周的密集谈判,COP30在最终通过 ...
建信期货纸浆日报-20251114
Jian Xin Qi Huo· 2025-11-14 06:29
Group 1: Report Overview - Report Name: Paper Pulp Daily Report [1] - Date: November 14, 2025 [2] Group 2: Investment Rating - No investment rating information is provided in the report. Group 3: Core Viewpoint - In the short - term, pulp prices are strong due to low warehouse receipt quantities and rising overseas November quotes. It is recommended to observe the cost digestion performance of downstream paper enterprises and adopt a wait - and - see approach [7] Group 4: Summary by Directory 1. Market Review and Operation Suggestions - Pulp futures contract 01: The previous settlement price was 5486 yuan/ton, the closing price was 5534 yuan/ton, with an overall increase of 0.87% [7] - Shandong wood pulp market: The intended transaction price range of softwood pulp was 4900 - 6500 yuan/ton, remaining stable compared to the previous trading day's closing price. The quotation of Shandong Yinxing was 5550 - 5580 yuan/ton [7] - Overseas quotes: Finnforest Metsa notified Chinese customers that the November quote for softwood pulp was raised by $20 [7] - Production and sales data: In September, the chemical pulp shipments of 20 major pulp - producing countries increased by 8.3% year - on - year, with softwood pulp up 3.8% and hardwood pulp up 11.8%. Shipments to the Chinese market also increased [7] - Inventory data: As of November 6, 2025, the weekly pulp inventory in major regions and ports decreased by 2.31% month - on - month, with inventory at Qingdao Port and Tianjin Port decreasing [7] - Downstream paper market: The performance of downstream base papers remained differentiated. The packaging paper market continued to be favorable, while other base papers mainly replenished inventory as needed. Tendering for offset paper publication was ongoing, but social demand was limited [7] 2. Industry News - During the 8th CIIE, the sub - forum "Promoting Green Trade Liberalization and Accelerating Global Green Transformation" of the 8th Hongqiao International Economic Forum was held. Zhai Jingli, vice - president of APP, was invited to attend and share the company's innovation exploration in technology and full - industry chain collaboration [8] 3. Data Overview - The report provides multiple data charts, including import softwood pulp spot prices in Shandong, pulp futures prices, pulp spot - futures price differences, softwood - hardwood price differences, inter - period price differences, warehouse receipt totals, domestic main port pulp inventories, European main port wood pulp inventories, prices and price differences of coated paper and offset paper, prices and price differences of white cardboard and white board paper, and the US dollar - RMB exchange rate [14][16][18][24][25][27]
建信期货纸浆日报-20251113
Jian Xin Qi Huo· 2025-11-13 02:30
Group 1: Report Information - Report Name: Pulp Daily Report [1] - Date: November 13, 2025 [2] - Research Team: Energy and Chemical Research Team [4] Group 2: Investment Rating - There is no information about the industry investment rating in the report. Group 3: Core View - In the short term, pulp prices are trending stronger due to low warrant quantities and rising overseas quotes in November. It is recommended to monitor the cost digestion performance of downstream paper mills and adopt a wait - and - see approach [7]. Group 4: Summary by Directory 1. Market Review and Operation Suggestions - The previous settlement price of the pulp futures 01 contract was 5,492 yuan/ton, and the closing price was 5,482 yuan/ton, a decline of 0.18%. The intended transaction price range of softwood pulp in the Shandong wood pulp market was 4,870 - 6,500 yuan/ton, remaining stable compared to the previous trading day. The Shandong Yinxing quotation was 5,520 - 5,530 yuan/ton [7]. - Finnforest Metsa notified Chinese customers that the November quote for softwood pulp would be raised by $20. In September, the chemical pulp shipments of the world's top 20 pulp - producing countries increased by 8.3% year - on - year, with softwood pulp up 3.8% and hardwood pulp up 11.8%. Shipments to the Chinese market continued to grow [7]. - As of November 6, 2025, the weekly pulp inventory in major regions and ports decreased by 2.31% month - on - month, with inventory at Qingdao Port and Tianjin Port decreasing [7]. - The performance of downstream base papers remained differentiated. The packaging paper market continued to be favorable, while other base papers mainly replenished inventory as needed. Tendering for offset paper publications was ongoing, but social demand was limited [7]. 2. Industry News - On November 12, during the 8th CIIE, the sub - forum "Promoting Green Trade Liberalization and Accelerating Global Green Transformation" of the 8th Hongqiao International Economic Forum was held. Zhai Jingli, Vice President of Asia Pulp & Paper (APP), was invited to attend and discuss with domestic and foreign political, business, academic, and research guests [8]. 3. Data Overview - The report provides various data charts including import softwood pulp spot prices in Shandong, pulp futures prices, pulp spot - futures price spreads, needle - broadleaf price spreads, inter - delivery spreads, warrant totals, domestic main port pulp inventories, European main port wood pulp inventories, prices and spreads of coated paper, offset paper, white cardboard, and whiteboard paper, and the US dollar - RMB exchange rate [14][16][18][25][26][27]
欧洲环保人士:中国的环境治理长期愿景值得赞赏
Zhong Guo Xin Wen Wang· 2025-11-12 17:25
Core Viewpoint - The event "Ecological Civilization and Beautiful China Practice" at COP30 highlighted China's significant role in renewable energy and the importance of international cooperation in addressing climate change [1][2]. Group 1: China's Role in Renewable Energy - China is recognized for its important contributions to renewable energy and its long-term vision is commendable [1][2]. - The year 2025 marks the 10th anniversary of the Paris Agreement and the 20th anniversary of the "Green Mountains and Clear Water are Golden Mountains and Silver Mountains" concept, emphasizing China's commitment to environmental sustainability [1]. Group 2: International Cooperation and Dialogue - Continuous and deepened dialogue is essential for countries to collectively address the climate crisis, sharing successful experiences and restoring the spirit of cooperation [1][2]. - The past decade has seen dialogue play a crucial role in the evolution of environmental regulations, enabling the passage of effective laws [2]. Group 3: Future Actions and Expectations - There is a call for large-scale coordinated actions to tackle the decisive challenges of the era, integrating ecological protection with economic development [2]. - The COP30 is viewed as a "conference of action," moving beyond discussions to the implementation of solutions [2].
全球瞭望丨芬兰媒体:中国是全球绿色转型的重要推动者
Xin Hua She· 2025-11-12 12:43
Core Viewpoint - China is recognized as a significant driver of global green transformation, having fulfilled its existing climate commitments and proposed new national contributions, including substantial increases in renewable energy capacity by 2035 and further reductions in carbon emissions [1] Group 1: China's Climate Actions - China has not only met its previous climate commitments but has also set new national contribution targets [1] - The country aims to significantly increase its renewable energy installed capacity by 2035 and further reduce carbon emissions [1] Group 2: Global Climate Governance - The article criticizes the United States for its irresponsible actions in global climate governance, highlighting its absence from the UN Climate Change Conference in Belem, Brazil [1] - Concerns are raised regarding the U.S. government's interference in international climate cooperation, such as its refusal to support the International Maritime Organization's "net zero emissions framework" aimed at reducing greenhouse gas emissions from international shipping [1] Group 3: EU's Position on Climate Action - The article notes a shift in the European Union's approach, which has historically positioned itself as a leader in global climate action, now emphasizing a balance between competitiveness and climate goals [1] - This policy adjustment may weaken Europe's effectiveness in climate action [1]
胡军:“绿水青山就是金山银山”为全球可持续发展贡献东方智慧
Zhong Guo Xin Wen Wang· 2025-11-12 02:27
中新网巴西贝伦11月11日电 当地时间11月10日,《联合国气候变化框架公约》第三十次缔约方大会 (COP30)中国角举办首场边会——"生态文明与美丽中国实践"主题边会。习近平生态文明思想研究中心 主任/生态环境部环境与经济政策研究中心主任胡军在会上发表《绿水青山绘就美丽画卷——生态文明 建设的中国创新与世界意义》报告。 图为习近 平生态文明思想研究中心主任/生态环境部环境与经济政策研究中心主任胡军发布报告。中新网记者 林 勐男 摄 本次边会由生态环境部指导,习近平生态文明思想研究中心主办,生态环境部环境与经济政策研究中心 承办,中国新闻网、中国石油天然气集团有限公司大庆油田有限责任公司协办。 习近平生态文明思想研究中心主任/生态环境部环境与经济政策研究中心主任胡军发言全文如下: 今年是"绿水青山就是金山银山"理念提出20周年。借此机会,很高兴和大家介绍《绿水青山绘就美丽画 卷——生态文明建设的中国创新与世界意义》报告的主要内容,共同交流这一理念的理论创新、中国实 践和全球价值。 "聚绿成金"强调"发展绿色产业即创造财富",通过技术创新、品牌打造、延伸产业链,放大生态资源优 势,推动生态资源从"潜在价值"向" ...
虹桥论坛共商促进绿色发展
Core Viewpoint - The eighth China International Import Expo is currently being held in Shanghai, emphasizing the need to combat unilateralism and "green protectionism" in the context of global green transformation [1] Group 1: Global Green Trade Challenges - The urgency of addressing climate change and the potential of the green industry are creating strong trade demand, but fragmented green standards and unilateral measures like carbon tariffs are forming new trade barriers [1][2] - The trend of fragmentation in global green trade rules is concerning, as it may lead to new trade barriers that increase costs and uncertainty, hindering the achievement of global climate goals [2] Group 2: Collaborative Governance Mechanism - A deep collaborative governance mechanism involving governments, enterprises, and international organizations is essential to address the challenges of fragmented rules [3] - Enterprises should transition from being "rule executors" to "rule co-creators" to gain true influence in global sustainable transformation [3] Group 3: Recommendations for Green Trade - The report "Towards a New Era of Green Trade: Opportunities, Pathways, and China's Role" suggests five recommendations to overcome institutional barriers to green trade liberalization [5] - Accelerate the construction of a more inclusive multilateral trade framework [5] - Design domestic policy systems that promote green trade development based on national development stages and resource endowments [5] - Strengthen international cooperation and experience sharing to drive green trade liberalization [5] - Leverage digital technology to reduce transaction costs for green technologies and products, especially for small green enterprises in developing countries [5] - Establish a global unified coding system, with China potentially leading the development of a "China Green Trade Statistical Classification Reference Standard" [5]
中国的预判没错:坏消息一个接一个,特朗普终于对中国说了大实话
Sou Hu Cai Jing· 2025-10-28 13:11
Group 1: US-China Trade Relations - The US-China trade tensions have escalated since Trump's presidency, with high tariffs causing disruptions in global supply chains [1] - Recent comments from Trump indicate that the high tariffs are unsustainable, leading to a rebound in the US stock market [1][16] - The Australian government has resisted US pressure to decouple from China, emphasizing the economic importance of China as its largest trading partner [3] Group 2: Rare Earth Elements - The US Treasury Secretary criticized China's export controls on rare earth elements, labeling it as "against the world," while G7 discussions on a united response have stalled [4][9] - China controls over 80% of the global rare earth processing chain, making it a critical player in high-tech and military applications [7] - The US's attempts to rally allies against China have been met with hesitance, as countries weigh their own economic dependencies [5][9] Group 3: Shipping and Logistics - The US has imposed additional port fees on Chinese shipping, which China has retaliated against with similar fees on US vessels [10][12] - This tit-for-tat in shipping fees is disrupting logistics and increasing costs for US importers [10][12] Group 4: Technology Sector - Nvidia's market share in China has plummeted from 95% to 0% due to US export controls, highlighting the unintended consequences of such policies [14] - The US's restrictions on technology exports are pushing Chinese companies to innovate and fill the gap left by American firms [14][17] Group 5: Domestic US Issues - The US government shutdown has further complicated trade negotiations, as it hampers the government's operational capacity [16][17] - Trump's acknowledgment that high tariffs are not sustainable reflects the growing pressure from both domestic and international fronts [16][17]
星展:香港可助力海合会筹集CNH和绿色债券 推动当地资产配置多元化
Zhi Tong Cai Jing· 2025-10-27 13:05
星展香港经济研究部高级经济学家周洪礼表示,在人民币国际化、CNH债券和人民币股票交易方面, 香港的金融机构可以帮助海湾合作委员会发行人筹集CNH和绿色债券,帮助沙乌地阿拉伯资产管理市 场的资产配置实现多样化。 周洪礼指,2015年至2024年期间,沙乌地阿拉伯资产管理部门的总管理资产每年稳步增长12%,2025年 第一季度达到2900亿美元。 (原标题:星展:香港可助力海合会筹集CNH和绿色债券 推动当地资产配置多元化) 智通财经APP获悉,星展香港经济研究部表示,随着海合会与中国的合作日益加深,香港可以发挥超级 联系人的角色,帮助海湾合作委员会发行人筹集CNH和绿色债券,让沙乌地阿拉伯资产管理市场的资 产配置从房地产(36%)和股票(34%)实现多样化。 日前,星展香港经济研究部发表《全球资本新航道:海合会与亚洲的战略交汇》,星展香港首席经济学 家纪沫表示,全球绿色转型和经济放缓,引致收入不确定性及财政赤字,经济改革和多样化带来的投资 需求不断增加,因此需要发行债券以支援经济转型。 纪沫指出,中国方面,海湾合作委员会投资自2014年至2024年起不断增长,以能源部门为主导,占 62%。 海合会和香港已将其E ...