广西桂林市兴安县摩天岭风电场，风力发电机与云海构成一道靓丽的风景线。马华斌 摄 2025年10月，全国首个大容量钠离子电池储能电站扩容升级。梁磊 摄 "每4度电中，超过3度是绿电"——这不是遥远的愿景，而是广西正在发生的现实。 2024年5月，我国首个大容量钠离子电池储能电站——伏林钠离子电池储能电站在南宁建成投运。 今年10月，该电站进一步扩容升级。 "电站年充放电次数可达600次，每年可新增消纳风光电量约3000万千瓦时，大幅提升系统调节能力 和消纳水平。"南方电网广西电网公司相关负责人介绍，这相当于减少标煤消耗9000吨、减排二氧化碳 1.35万吨，能满足约2万户家庭一整年的用电需求。 作为联盟链主企业，广西电网公司加快推动能源结构深度重构。广西能源从过去以水火电为主，发 展为风光水火核储全品类电源的多元供给格局。 目前，新能源成为广西装机第一大电源和最主要的增量电源，新能源装机占比居中国南方区域首 位，非化石能源统调发电量占比提升至85%。 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）中国角特色活动上， 南方电网广西电网公司副总经理孙春日站在演讲台前，向世界展示了一份来 ...

证券代码：002805 证券简称：丰元股份 山东丰元化学股份有限公司 投资者关系活动记录表 编号：2025-011 | 投资者关系 | □特定对象调研 □分析师会议 □业绩说明会 | | --- | --- | | 活动类别 | □媒体采访 □新闻发布会 √路演活动 | | | □现场参观 □其他 | | 参与单位名称 | 中邮证券、银华基金、华宝基金、诺德基金 | | 及人员姓名 | | | 时间 | 2025 年 11 月 21 日 | | 地点 | 上海 | | 上市公司接待 | 倪雯琴（董事会秘书） | | 人员姓名 | | | | 本次交流会中，互动问答的主要内容（口头交流内容表述 | | | 可能存在误差，如与正式公告内容冲突，请以正式公告披露内 | | | 容为准）如下： | | | 1、能否介绍公司磷酸铁锂的产能布局规划、建设推进进度， | | | 以及当前产能利用率情况？ | | 投资者关系活动 | 截至目前，公司已建成的磷酸铁锂产能共计 22.5 万吨， | | 7.5 主要内容介绍 | 万吨产能处于在建阶段，公司也会根据行业的发展趋势和 | | | 下游客户的需求变化，在产能建设实施过程 ...

| 投资者关系 | √特定对象调研 □分析师会议 □业绩说明会 | | --- | --- | | 活动类别 | □媒体采访 □新闻发布会 □路演活动 | | | □现场参观 □其他 | | 参与单位名称 | 易方达基金、华夏基金、博时基金 | | 及人员姓名 | | | 时间 | 2025 年 11 月 20 日 | | 地点 | 深圳 | | 上市公司接待 | 庞林（总经理/财务总监） | | 人员姓名 | | | | 本次交流会中，互动问答的主要内容（口头交流内容表述 | | | 可能存在误差，如与正式公告内容冲突，请以正式公告披露内 | | | 容为准）如下： | | | 1、请问公司磷酸铁锂产能的布局规划、建设推进节奏，以及 | | | 目前产能利用率处于什么水平？ | | 投资者关系活动 | 截至目前，公司已建成的磷酸铁锂产能共计 22.5 万吨， | | 主要内容介绍 | 7.5 万吨产能处于在建阶段，产能分布在公司枣庄、玉溪、安 | | | 庆的三个基地。公司也会根据行业的发展趋势和下游客户的需 | | | 求变化，在产能建设实施过程中进行实时调整。 | | | 从 2025 年第四季度开始， ...

申万宏源证券指出，储能行业需求持续爆发，2025年前三季度全球储能电芯累计出货量同比增长 98.5%，锂电池需求保持高景气。锂电设备企业因前期行业下行导致产能扩张意愿不足，设备交付周期 制约产能释放，预计未来签单将呈现量价齐升态势。同时，头部电池企业产能利用率维持高位，新增产 能释放需较长时间。 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 创业板新能源ETF国泰（159387）跟踪的是创新能源指数（399266），单日涨跌幅达20%，该指数 聚焦于新能源及相关产业链，从市场中选取涉及清洁能源、节能环保、新能源汽车等领域的上市公司证 券作为指数样本，成分股主要覆盖在技术创新和市场表现方面具有代表性的企业，以综合反映新能源行 业的整体发展水平和市场表现。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不 预示未来表现。市场观点随市场环境变化而变 ...

巴西当地时间 11 月 13 日 ， 《联合国气候变化框架公约》第三十次缔约方大会（ C OP30 ）中国角 新能源日 " 中国能源转型与新能源发展 " 主题边会在巴西贝伦成功举办 。会议由中国国家能源局新能源和可再生能源司、国务院参事室交流合作司指导，中国宏观经济研究院能源研究所、 国网能源研究院有限公 司联合主办 。 中国气候变化事务特使刘振民、国务院参事室副主任郑宏英、国家发展改革委环资司司长王善成、国家能源 局新能源和可再生能源司司长李创军、国家能源局国际司副司长熊敏峰 ， 丹麦气候事务大使奥勒 · 通克、国际可再生能源署总干事弗朗西斯科 · 拉 · 卡梅拉、 巴西财政部生态转型副秘书长卡罗利娜 · 格罗特拉 出席会议并致辞。 国家能源局新能源和可再生能源司介绍中国新能源和可再生能源发展所做的工作、取得的成绩和积累的经验 ， 发布《中国绿证发展报告》。国家 能源局国际司 介绍 中国能源转型为全球绿色低碳发展注入强大动力 的实践经验。 中国宏观经济研究院能源研究所发布《中国能源转型展望 2025 》 ， 国网能源研究院有限公司能源战略与规划研究所发布《中国能源电力发展展望 2025 》 等 。 本次边会 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 11月14日，山东丰元化学股份有限公司（以下简称"公司"）通过线上电话会议形式接待了中信证券、海 富通基金两家机构的调研，公司董事会秘书倪雯琴参与接待并就机构关注的产能布局、产品研发、客户 合作等问题进行了交流。 投资者关系活动基本信息活动类别：其他（投资者电话交流会）时间：2025年11月14日地点：线上电话 会议参与机构：中信证券、海富通基金接待人员：倪雯琴（董事会秘书） 调研核心要点：产能、研发与市场布局同步推进磷酸铁锂产能规模：22.5万吨已投产 7.5万吨在建 针对新产品研发进展，公司称正围绕客户对产品的差异化需求推进研发，重点开发高压实密度产品。在 客户合作方面，公司一方面通过与现有核心客户共同开展技术研发、提升服务响应效率、优化产品性能 与稳定性等方式巩固长期合作；另一方面积极拓展与下游其他头部企业的合作，持续优化客户结构，为 业务稳健可持续发展奠定基础。价格调整与业绩预期：以市场为导向 紧抓新能源机遇 对于产品价格调整计划，公司表示将密切关注行业动态，结合下游客户需求反馈、原材料价格波动趋势 等因素，与客户开展积极商务谈判，以保障供需双方长期共 ...

Core Viewpoint - The "China Energy Transition Outlook 2025" report was released during the COP30 conference, emphasizing China's commitment to low-carbon development and energy transition as a response to both domestic high-quality development needs and global climate change obligations [1][2]. Group 1: Energy Transition and International Cooperation - Liu Zhenmin highlighted the importance of international cooperation in addressing systemic and global challenges in energy transition, calling for innovative solutions [2]. - The report serves as a significant example of collaboration between Chinese and Danish experts, focusing on the path to achieving China's dual carbon goals and bridging the gap between vision and action [2]. Group 2: China's Role in Global Climate Governance - China is recognized as an active participant and key leader in global climate governance, with recent commitments to comprehensive low-carbon development [5]. - The announcement of China's new round of Nationally Determined Contributions (NDCs) marks a significant step towards a more systematic approach to low-carbon resilience [5]. Group 3: Reports and Discussions - Various reports were presented, including the "China Energy Transition Outlook 2025," "China Green Certificate Development Report," and "China Energy and Power Development Outlook 2025," among others [6]. - Discussions at the conference covered legal frameworks, global energy transition trends, and international technological cooperation [6].

Core Insights - The carbon neutrality index and various renewable energy indices experienced declines, with the carbon neutrality index down by 1.3%, the new energy battery index down by 2.4%, the new energy index down by 2.7%, and the photovoltaic industry index down by 3.9% [1] - Despite the overall market downturn, the energy storage battery ETF (159566) saw a net subscription of 45 million units, marking a total net inflow of nearly 1 billion yuan over the past nine trading days [1] - Huatai Securities emphasizes the importance of accelerating the construction of a new energy system, focusing on the development of new energy storage and smart grid construction, indicating a positive outlook for the renewable energy sector and electrification [1] Industry Analysis - The energy storage index comprises 50 companies involved in battery manufacturing, energy storage battery inverters, energy storage system integration, and battery temperature control and fire protection, positioning them to benefit from future energy development opportunities [4] - The photovoltaic ETF tracks the photovoltaic industry index, which includes 50 representative companies across the upstream, midstream, and downstream sectors of the photovoltaic supply chain, highlighting its significance as a future energy source [6] - The carbon neutrality ETF tracks the carbon neutrality index, which reflects the broader trends in the carbon neutrality market [8]

Summary of TBEA Conference Call Company Overview - **Company**: TBEA Co., Ltd. - **Industry**: Power transmission and transformation, new energy, coal, and coal chemical industry Key Points Financial Performance - **Total Revenue Growth**: Over 30% year-on-year for the first three quarters of 2025 [2][3] - **Electrical Equipment Revenue**: Increased by 24% [2][3] - **Complete Engineering Revenue**: Grew by 17.86% [2][3] - **Domestic Market Contracts**: Grew by 9.4% [2][3] - **International Market Contracts**: Increased by over 80%, with new orders reaching $1.24 billion [2][3][7] New Energy Sector - **Polysilicon Production**: 59,400 tons produced, with sales of 54,700 tons, generating revenue of 1.753 billion yuan [3] - **EPC/BT Business**: Revenue from photovoltaic and wind power projects reached 4.813 billion yuan [3] - **Profit from Power Station Operations**: Total profit of 1.166 billion yuan [2][3] High Voltage Projects - **Progress**: Slow due to inter-provincial coordination and government approvals, but bidding has started for several projects [4] - **Future Construction**: Expected to start 4-5 new DC lines annually to meet increasing electricity demand [4] Profit Growth Factors - **Profit Growth vs. Revenue Growth**: Profit growth outpaced revenue growth due to product and market structure adjustments [5][6] - **Export Contribution**: Increased export ratio with higher profitability compared to domestic sales [6] International Market Strategy - **Current International Revenue**: Approximately 11% of total revenue [8] - **Future Target**: Aim to increase international revenue share to over 30% by 2030 [8][20] - **Market Focus**: Emphasis on grid upgrades in developed countries and renewable energy needs in developing countries [2][9] Coal Supply and Pricing - **Stability in Xinjiang Coal Supply**: Minimal impact from national supply tightening due to Xinjiang's abundant resources [13][15] - **Coal Pricing**: Prices remained stable with slight seasonal increases expected [15] Strategic Development - **Future Plans**: Focus on expanding polysilicon capacity, developing new energy projects, and enhancing coal production [24][38] - **New Materials Sector**: Expected growth driven by rising aluminum prices and new projects [38] Challenges and Opportunities - **Global Power Supply Challenges**: Aging grids and insufficient dispatch technology for high renewable energy ratios [28] - **AI Data Center Demand**: Increased demand for power equipment due to the growth of AI data centers [26][27] Product Development and Innovation - **New Product Lines**: Plans to develop new products for energy quality management and storage solutions [22] - **Research and Development**: Continuous investment in R&D to enhance product offerings and meet market demands [32][33] Market Expansion - **Overseas Production Strategy**: Establishing assembly plants in high-demand regions like the Middle East to reduce costs [23] - **Collaboration with Multinational Corporations**: Potential partnerships with companies like Siemens and ABB to enhance production capacity [11] Future Outlook - **Overall Growth Confidence**: Positive outlook for 2026 with expected improvements across various sectors [39]

Core Insights - Shandong Province has successfully managed record-high electricity loads during the summer, with the grid load exceeding 100 million kilowatts, demonstrating strong energy supply capabilities [1][2] Group 1: Energy Supply and Infrastructure - The province has focused on enhancing energy self-sufficiency by increasing coal and renewable energy generation, with over 12.37 million kilowatts of new coal power projects completed [1] - Renewable energy sources, particularly wind and solar, contributed significantly, with their output exceeding 60% during peak hours and accounting for over 60% of the increase in electricity generation [1] - Shandong has developed a robust external electricity supply framework, with a capacity to receive 38 million kilowatts from outside the province, contributing to nearly 20% of the total electricity consumption [2] Group 2: Emergency Preparedness and Resource Management - The province has established substantial coal reserves, exceeding 4 million tons before the summer peak, and maintained an average coal inventory of over 10 million tons during the peak period [2] - Natural gas supply has been bolstered through the construction of LNG receiving stations, with a current capacity of 16 million tons, expected to reach 28 million tons by year-end [2] - The Shandong Energy Bureau has implemented a comprehensive winter energy supply plan for 2025-2026, focusing on large-scale power projects and optimizing energy resource management [3]