尽管太阳能板和风力涡轮机的发电量会因地点和天气条件而异，但米尔维尔塔估算，中国仅5月新增的 装机容量，就足以提供与波兰、瑞典或阿联酋全国相当的电力。 今年1月至5月，中国共新增198吉瓦太阳能和46吉瓦风电装机容量，理论上足以满足印尼或土耳其的用 电量。 "我们早就知道中国正加速安装风电和太阳能，但这速度还是让人震惊。"米尔维尔塔在社交媒体上写 道。 目前中国的太阳能光伏装机容量已首次突破1000吉瓦，相当于全球总装机容量的一半。 观察者网消息，中国新能源装机规模的快速增长，是中国积极履行应对气候变化承诺、推动绿色低碳发 展的重要体现，带给外界的震撼还在继续。 英国《卫报》6月26日报道注意到，中国目前已拥有超过1000吉瓦（GW）的太阳能装机容量，占全球 一半。特别是今年以来，中国可再生能源扩张势头不减，仅前5个月，就新增了198吉瓦太阳能和46吉瓦 风电装机容量，足以产生与印尼或土耳其全国相当的电力，其中5月新增的容量已相当于波兰全国的发 电量。 亚洲协会政策研究所高级研究员劳里·米尔维尔塔（Lauri Myllyvirta）不禁感叹："我们早就知道中国正 加速安装风电和太阳能，但还是被这速度震撼到了。" ...

登录新浪财经APP 搜索【信披】查看更多考评等级 据了解，上述项目总投资约54.79亿元。广东建工表示，该项目拟分批进行建设，公司将做好项目可行 性研究。 截至目前，广东建工累计已投产发电的清洁能源项目总装机4559.71兆瓦，其中水力发电380.50兆瓦，风 力发电800.36兆瓦，光伏发电3278.85兆瓦，独立储能100兆瓦。 新建项目拟分批进行建设 广东建工主要业务涵盖建筑工程、水利水电工程、市政公用工程、公路工程等集"建筑设计、技术研 发、投资开发、施工建造、运营维护"于一体的"大建筑业"产业链条，以及水力、风力、光伏等清洁能 源发电及装备制造业务。 6月25日晚间，广东建工发布公告称，近日，公司全资子公司广东水电二局集团有限公司的下属企业昂 仁县粤水电新能源有限公司收到西藏日喀则市能源局、日喀则市行政审批和便民服务局的《关于日喀则 市10万千瓦光热+10万千瓦光伏+80万千瓦风电一体化项目备案的通知》（以下简称"《备案通 知》"）。《备案通知》同意该项目备案。 根据《备案通知》，项目建设单位为昂仁县粤水电新能源有限公司，项目建设地点在日喀则市昂仁县卡 嘎镇、拉孜县查务乡和芒普乡、岗巴县境内，昂仁县 ...

丨 2025年6月27日星期五丨 天眼查显示，近日，一汽旗新动力（长春）科技有限公司成立，注册资本5亿元人民币，经营范围包括 智能机器人的研发、工业机器人制造、智能机器人销售、工业机器人销售、人工智能应用软件开发、人 工智能公共服务平台技术咨询服务等，由中国第一汽车股份有限公司全资持股。 点评：中国一汽成立旗新动力科技公司，显现出其在智能制造和人工智能领域的战略布局。此举将在提 升公司技术实力的同时，也为汽车行业带来了创新动力，有望刺激相关企业的合作与投资热情。智能化 趋势将推动整体汽车板块与科技板块的深度融合，为市场提供新的增长点，并提升投资者对行业未来前 景的信心。 NO.4 特斯拉中国首个电网侧储能电站今年投运 6月25日，特斯拉中国能源业务总经理董鲲介绍称，特斯拉在中国大陆首个电网侧储能电站一期项目预 计今年建成投运，储能规模为300MWh（兆瓦时）。特斯拉上周对外宣布，将由中国康富旗下康岙能源 作为实施主体，在上海临港新片区总投资40亿元，采用特斯拉Megapack储能系统建设电网侧独立储能 电站示范项目，该储能项目整体规划达到GWh（吉瓦时）级别。 NO.1 理想汽车全国首座穿梭超充站投运 6月2 ...

在苹果公司公布的供应链名单中，中国大陆企业宝钛股份（Baoji Titanium Industry Co., Ltd.）首次入 选，成为钛合金材料领域的核心供应商。随着苹果iPhone 17系列钛合金应用比例提升及AR设备量产， 公司有望在未来三年实现营收翻倍，成为全球消费电子材料领域的标杆企业。 进入苹果供应链需经历严苛的"技术认证-小批量试产-量产爬坡"三阶段，平均周期长达18-24个月。宝钛 股份通过苹果的"实验室级"材料测试体系，并在自动化生产与质量控制（如纳米级表面处理精度）上达 到苹果标准，最终获得批量订单。在商业价值方面，直接带动宝钛股份消费电子业务营收增长超 200%，毛利率提升至35%。更深远的影响在于品牌溢价，跻身苹果供应链后，其客户群迅速扩展至特 斯拉、三星等全球巨头，估值逻辑从"传统材料商"向"高增长科技企业"切换。 中国企业的崛起，既是国产高端材料自主创新的缩影，亦是全球产业链上重要的参与者。 来自：说产业， 这一突破性进展源于其为苹果iPhone 15 Pro系列提供的钛合金机身解决方案，通过创新工艺实现了高强 度与轻量化的平衡，显著提升了产品耐用性与设计美感。宝钛股份的加入，不仅 ...

美国众议院多数派领导人Steve Scalise：国会山需要"推翻"参议院在税收立法草案中提出的关于延长 （前总统拜登任期内出台的）清洁能源税收抵免措施的建议。 ...

Core Viewpoint - China Lianhe Credit Rating Co., Ltd. has upgraded the long-term credit rating of Tianjin Zhonglv Electric Investment Co., Ltd. to AAA, with a stable outlook, reflecting the company's strong operational performance and support from its parent company, China Green Development Investment Group [1][3][6]. Company Overview - Tianjin Zhonglv Electric Investment Co., Ltd. operates as a platform for wind and solar energy development under China Green Development Investment Group, which provides substantial support [3][6]. - As of the end of 2024, the company's installed capacity reached 18.45 million kW, a significant increase of 1283.50 thousand kW year-on-year, with wind power concentrated in Qinghai, Gansu, and Inner Mongolia, and solar power primarily in Xinjiang and Qinghai [3][6][13]. Financial Performance - The company reported a total revenue of 38.40 billion yuan in 2024, representing a year-on-year growth of 4.05%, while total profit increased by 14.57% to 13.38 billion yuan [3][6][19]. - The gross profit margin for the renewable energy business was 54.51%, indicating a high level of profitability [6][19]. - The company's total assets grew by 26.99% year-on-year to 89.37 billion yuan by the end of 2024, driven by rapid expansion and ongoing projects [19][20]. Debt and Capital Structure - The company's debt increased significantly, with total liabilities rising by 153.87 billion yuan year-on-year, leading to a debt-to-asset ratio of 72.27% and a total debt capitalization ratio of 70.38% by the end of 2024 [6][19][20]. - The company completed a targeted issuance of shares in May 2024, raising 1.8 billion yuan, which enhanced its capital strength and supported its debt repayment capacity [5][6]. Operational Challenges - The company faces challenges related to power consumption and grid infrastructure, particularly in Xinjiang, where the electricity grid's development lags behind more economically developed regions [6][19]. - As of the end of 2024, accounts receivable amounted to 6.251 billion yuan, a 14.56% increase from the previous year, indicating potential liquidity issues due to delayed subsidy payments [8][19]. Industry Context - The clean energy sector in China is experiencing rapid growth, with investments in clean energy surpassing those in traditional coal-fired power for the first time [12][19]. - The overall power supply in China is expected to remain tight, particularly during peak demand periods, necessitating a focus on maintaining stable electricity supply while transitioning to cleaner energy sources [12][19].

Industry Summary - The Central Committee of the Communist Party of China and the State Council have issued opinions on the comprehensive promotion of river protection and governance, emphasizing the integrated utilization of water resources [1] - The development of pumped storage hydropower is highlighted as a key support for building a new power system, especially with the large-scale integration of renewable energy [1] - By the end of 2024, the cumulative installed capacity of pumped storage in China is expected to reach 58.69 million kilowatts, maintaining the world's leading position for nine consecutive years [1] - An additional 8 million kilowatts is projected to be added by 2025, bringing the total installed capacity to approximately 66 million kilowatts [1] - The southwestern region of China is identified as a key area for hydropower and pumped storage development due to its abundant water resources and supportive policies [1] Company Summary - China Power Construction Corporation holds approximately 90% of the domestic market share in the planning and design of pumped storage, and about 80% of the construction project share [2] - Deep Water Planning Institute specializes in providing surveying, design, planning consulting, and project management services for water construction projects, with mature technology in pumped storage engineering [2] - The company possesses comprehensive Class A qualifications for engineering surveying and Class A qualifications for water conservancy engineering design, meeting the design needs for pumped storage power stations [2]

Core Viewpoint - The photovoltaic industry is experiencing a prolonged adjustment cycle, but companies with core competencies such as technology and globalization will continue to thrive despite short-term challenges [1][4][5]. Industry Overview - The photovoltaic sector is characterized by a long-term growth potential, with global demand for renewable energy remaining strong despite short-term fluctuations [4][5]. - The current adjustment cycle in the photovoltaic industry is longer than expected, with demand expected to cool in the third quarter due to policy changes, but improvement is anticipated in the fourth quarter as projects commence [1][2]. Market Dynamics - A significant bifurcation is expected in the industry, with high-efficiency, high-power capacity (650W and above) becoming a scarce resource, leading to greater pricing power for companies with technological advantages [2]. - The domestic market has shown a steady upward trend over the past five years, while overseas demand is shifting towards emerging markets in Latin America, Southeast Asia, South Asia, and the Middle East [3]. Company Strategy - The company has a strong focus on overseas markets, with 68.6% of its revenue coming from international operations, particularly in the Middle East and Southeast Asia [7]. - The company plans to upgrade existing production capacity rather than expand, aiming for 40% of its capacity to be in the 540-650W range [7][8]. Technological Advancements - N-type solar cells are seen as a platform technology that can integrate various new processes, potentially reaching efficiency levels close to the physical limits of monocrystalline silicon cells [8][9]. - Energy storage technology is crucial for addressing the intermittency of solar power, with the company actively expanding its storage business, which has seen a sixfold increase year-on-year [9].

Core Viewpoint - Zhejiang Zhenshi New Materials Co., Ltd. has received approval for its IPO application, highlighting its position as a leading manufacturer of fiber-reinforced materials in the clean energy sector [1][2]. Group 1: Company Overview - Zhenshi New Materials specializes in the research, production, and sales of fiber-reinforced materials for clean energy applications, serving various industries including wind power, photovoltaic power, new energy vehicles, construction materials, transportation, electronics, and chemical environmental protection [1]. - The company has become a global leader in wind turbine blade materials, holding over 35% of the global market share for wind power fiberglass fabric as of 2024, according to the China Glass Fiber Industry Association [1]. Group 2: Clientele and Market Position - Zhenshi New Materials has a diverse customer base, including major domestic companies such as Mingyang Smart Energy Group, Envision Energy, and China National Materials Group, as well as international clients like Vestas, Siemens Gamesa, and others, covering the top ten wind turbine manufacturers globally [2]. - The company is actively expanding the application of its materials in other clean energy sectors, having developed a photovoltaic frame that received the world's first certification from TÜV Rheinland Group [2]. Group 3: Fundraising and Project Significance - The funds raised from the IPO will be primarily allocated to the construction of fiberglass product production bases, composite material production bases, a facility in Spain, and the establishment of a research and development center [2]. - The implementation of these projects will enhance the company's technological and product advantages in wind turbine blade materials, optimize production capacity, and improve responsiveness to market demands, while also fostering innovation in advanced composite materials for photovoltaic applications [3].

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