巴西《圣保罗州报》9月18日报道，巴国油（Petrobras）宣布与巴西电机生产商万高（Weg）和挪 威能源公司Statkraft合作，在巴伊亚州投入运行美洲最大的陆上风力涡轮机。巴国油通过使用国家石 油、天然气和生物燃料署（ANP）的研发与创新优惠政策，获得1.3亿雷亚尔。该风力涡轮机达7兆瓦 (MW)， 由万高根据同巴国油于2023年签署的协议开发，并由Statkraft 购买并安装在巴伊亚州的Seabra 风电场的现代化项目中。据悉，该风力涡轮机每月可发电约2500兆瓦时，相当于约1.5万户巴西家庭的 年用电量，而使用该风力涡轮机的优势之一是降低能源成本。 （原标题：美洲最大风力涡轮机在巴伊亚州运营） ...

Core Viewpoint - The Hami-Zhengzhou ±800 kV UHVDC transmission project is a significant initiative under China's "Xinjiang Power Transmission" strategy, connecting the energy-rich region of Xinjiang with the economically demanding province of Henan, facilitating the transfer of renewable energy resources [1][2]. Group 1: Project Overview - The Hami-Zhengzhou UHVDC project is the first of its kind in the "Xinjiang Power Transmission" strategy, starting from the Tianshan converter station [1]. - The project transmits electricity through a 2,192 km line, connecting Hami's energy sources to Zhengzhou, effectively termed the "Electric Silk Road" [1][2]. Group 2: Energy Supply and Demand - Since its operation began on January 27, 2014, the Tianshan converter station has delivered over 430 billion kWh of electricity, equivalent to six years of electricity consumption for Zhengzhou [2]. - The station has been supplying over 40 billion kWh annually to central China, enough to power approximately 16 million households based on an average household consumption of 2,500 kWh per year [2]. Group 3: Renewable Energy Contribution - In 2024, it is projected that the Tianshan converter station will deliver 454 billion kWh of electricity, with over 40% sourced from wind and solar energy [3]. - The contribution of renewable energy has increased significantly, with the share rising from less than 30% to over 40% in recent years [2].

Core Viewpoint - Sichuan Province is set to achieve a historic milestone in hydropower installation, surpassing 100 million kilowatts this year, as part of its efforts to enhance clean energy development and meet energy demands for economic and social growth [1][2]. Group 1: Clean Energy Development - Sichuan has unique clean energy resources and has accelerated the development of hydropower, wind, solar, hydrogen, and natural gas since the start of the 14th Five-Year Plan [1]. - The province has made significant progress in transforming its clean energy advantages into economic development advantages [1]. Group 2: Hydropower and Natural Gas Achievements - Over the past five years, Sichuan has focused on hydropower development in the "Three Rivers" basin, resulting in the completion of the Baihetan Hydropower Station, which has the largest single-unit capacity globally and ranks second in total installed capacity [1]. - Sichuan's natural gas production has increased from 43.2 billion cubic meters to 56.2 billion cubic meters, maintaining its position as the top producer in the country [1]. Group 3: Energy Infrastructure and Market Innovations - Sichuan has built an interconnected energy infrastructure network, with over 21,000 kilometers of 500 kV backbone network lines, the largest in the State Grid operating area, and an increase in 500 kV substations to 69 [1]. - The province has pioneered a competitive bidding mechanism for coal-fired power, hydropower, and new energy, leading to the establishment of a new electricity spot market, with cumulative market transactions exceeding 1 trillion kilowatt-hours and an annual growth rate of 22% [2]. - Sichuan has developed a provincial-level virtual power plant management platform, enhancing the aggregation capabilities of 33 virtual power plants and launching new energy storage installations of 1.35 million kilowatts [2].

近日，国家发改委、国家能源局发布《新型储能规模化建设专项行动方案（2025-2027年）》，强调要推动新型储能规模化 建设和高质量发展，并明确提出到2027年全国新型储能装机规模达到1.8亿千瓦，带动直接投资2500亿元。 本周，中证新能源指数上涨1.7%，国证新能源电池指数上涨1.5%，中证上海环交所碳中和指数上涨1.2%，中证光伏产业指 数下跌0.01%。Wind数据显示，截至昨日，储能电池ETF（159566）本周共获2.6亿元资金净流入。 | | 中证新能源 指数 | 国证新能源 电池指数 | 中证光伏产 业指数 | 中证上海环 交所碳中和 | | --- | --- | --- | --- | --- | | | | | | 指数 | | 本周涨跌幅 | 1.7% | 1.5% | -0. 0% | 1.2% | | 指数估值 | 滚动市盈率 | 滚动市盈率 | 市净率 | 滚动市盈率 | | | 52.6倍 | 32. 3倍 | 2.4倍 | 24. 2倍 | | 指数估值 分位 | 85. 6% | 85. 4% | 47. 1% | 82. 6% | | 跟踪该指数 的ETF | 新能源ETF ...

Core Viewpoint - Guangdong's industrial output showed a modest growth of 2.2% year-on-year in the first eight months of 2025, with specific sectors demonstrating varying performance levels [1] Industrial Performance - Mining industry increased by 0.5% - Manufacturing sector grew by 2.6% - Electricity, heat, gas, and water production and supply industry declined by 1.8% [1] Key Industries Supporting Stability - Computer, communication, and other electronic equipment manufacturing increased by 7.0% - Electrical machinery and equipment manufacturing grew by 6.5% - Automotive manufacturing surged by 8.3% - Petroleum, coal, and other fuel processing industries rose by 7.8% - General equipment manufacturing increased by 5.7% - Railway, shipbuilding, aerospace, and other transportation equipment manufacturing grew by 12.7% [1] Product-Specific Growth - Strong development in robotics and drones, with industrial robots, service robots, and civilian drones seeing production increases of 32.1%, 17.3%, and 54.7% respectively - Clean energy products showed positive trends, with wind turbine units, solar cells (photovoltaic cells), and new energy vehicle production increasing by 43.3%, 81.5%, and 21.9% respectively [1]

Core Insights - The article highlights the deep-rooted crisis in the oil market, driven by three main challenges: declining employment confidence, the restructuring of clean energy rules, and ineffective geopolitical strategies [1][2]. Group 1: Economic Context - The Federal Reserve's recent interest rate cut of 25 basis points reflects concerns over a slowing economy, with the U.S. job market showing signs of weakness [1][2]. - August's non-farm payrolls increased by only 22,000, and the unemployment rate rose to 4.3%, indicating a significant drop in consumer employment confidence to its lowest level since 2013 [2]. Group 2: Oil Market Dynamics - International oil prices fell, with West Texas Intermediate crude settling at $63.57 per barrel, down 0.75%, and Brent crude at $67.44 per barrel, also down 0.75% [1]. - The increase in distillate oil inventories, which exceeded market expectations, raises concerns about demand conditions and puts additional pressure on oil prices [1]. Group 3: Structural Challenges - The article discusses a paradigm shift in the fossil energy system, suggesting that reliance on monetary policy and geopolitical maneuvering is insufficient to maintain traditional energy pricing structures [1][3]. - The rise of renewable energy, which now accounts for 42% of global power generation, is significantly impacting traditional energy values, with solar costs dropping to one-third of coal power [2][3]. Group 4: Strategic Recommendations - Companies in the oil sector are encouraged to transition from resource extraction to energy services, emphasizing collaboration between distillate oil and clean energy [3][4]. - A multi-dimensional evaluation system that includes carbon pricing, energy security, and geopolitical risks is recommended to better understand oil price fluctuations [3][4]. Group 5: Technological Innovations - The article suggests that breakthroughs in technology, such as hydrogen steelmaking, are essential for the commercialization of clean energy solutions [4]. - Companies can adopt models like Shell's "energy as a service" to integrate distributed energy sources and create closed-loop solutions [4].

Core Viewpoint - The article discusses the challenges facing the oil market due to economic weakness in the U.S., highlighting a threefold dilemma in oil demand and the need for a new matrix of technology, rules, and ecology to address the crisis [1][2]. Economic Weakness - The U.S. economy is showing signs of significant slowdown, with the Federal Reserve lowering interest rates by 25 basis points to stimulate the economy amid weak employment indicators [1][2]. - August's non-farm payrolls increased by only 22,000, and the unemployment rate rose to 4.3%, indicating a decline in consumer employment confidence to its lowest level since 2013 [2]. Oil Price Dynamics - International oil prices fell, with West Texas Intermediate crude settling at $63.57 per barrel, down 0.75%, and Brent crude at $67.44 per barrel, also down 0.75% [1]. - The decline in oil prices is attributed to a combination of oversupply and weak fuel demand, exacerbated by a significant increase in distillate oil inventories [1]. Structural Changes in Energy - The article emphasizes that the current fluctuations in oil prices are symptomatic of a broader transformation in the fossil energy system, necessitating a shift from traditional energy pricing mechanisms to a new soft power matrix that includes technology standards and governance rules [1][3]. - The share of renewable energy in global power generation has reached 42%, with the cost of solar power dropping to one-third of coal power, indicating a systemic restructuring of traditional energy values [2]. Geopolitical Factors - The geopolitical landscape is shifting, with U.S. attempts to leverage energy pricing against Russia being undermined by fundamental supply-demand imbalances [1][2]. - Trump's comments on oil prices being a tool for geopolitical leverage highlight the risks of conflating energy resources with political strategies, which can disrupt market mechanisms [2]. Market Insights - The article suggests that a multi-dimensional assessment system incorporating carbon pricing, energy security, and geopolitical risks is essential for understanding oil price fluctuations, as traditional financial indicators are insufficient [3]. - Oil companies are encouraged to transition from resource extraction to energy services, emphasizing collaboration between distillate oil and clean energy [3][4]. Technological Innovations - The breakthrough for value innovation lies in technological coupling, such as hydrogen steelmaking, which requires advancements in high-pressure storage and transportation technologies [4]. - Companies can adopt models like Shell's "energy as a service" to integrate distributed energy sources and create closed-loop solutions [4].

哈密百万千瓦"光热+光伏"项目全容量并网发电。 今天（9月1 8日）， 全国最大的"线性菲涅尔"光热综合能源示范项目——三峡集团哈密百万千瓦"光热+光伏"项目实现全容量并网发 电，标志着"光热+光伏"协同运行新模式正式开启 ，有助于增强电网对新能源的接纳能力。 "线性菲涅尔"是太阳能光热发电技术的一种，它利用法国物理学家菲涅尔提出的光的反射和折射原理，通过太阳能的转化来发电。 项目位于新疆哈密市伊州区，总装机容量1 0 0万千瓦，包括1 0万千瓦光热储能电站和9 0万千瓦光伏电站。光热部分通过2 6万块线性排列 的反射镜聚集太阳光，加热熔盐储存热能。整个集热系统最多可实现8小时储能，有效实现太阳能的高效转化和稳定利用。 三峡集团新疆分公司现场负责人石勇介绍，项目充分发挥光热电站的储能调峰功能与9 0万千瓦光伏电站形成深度互补。白天，光伏发电 满足电网基础负荷；夜晚或阴雨时段，光热储热系统无缝衔接供电，实现2 4小时稳定输出。 来源：央视新闻客户端 End 欢迎分享给你的朋友！ 出品 | 中国能源报（c n e n e rg y） 责编丨李慧颖 项目全容量并网后，光热储能电站可充分发挥基础调节电源的调峰作用，与 ...

证券日报网讯赫美集团（002356）9月18日在互动平台回答投资者提问时表示，2025年上半年，公司深 化"清洁能源"和"零售消费"双轨战略，公司能源业务持续聚焦于风光电制绿氢绿醇项目推进、综合能源 站优化运营及氢电共享单车精细化运营。商业零售业务主要深耕国内消费市场，从事国际品牌服装、鞋 帽、箱包等商品的零售业务。公司风光电制绿氢绿醇相关项目的推进，将优化公司产业结构及新能源项 目的战略布局，未来在市场情况符合预期的情况下，将进一步提升公司的持续经营能力和盈利能力，实 现公司健康可持续发展。 ...

Core Viewpoint - The research team from Dalian Institute of Chemical Physics has developed a new type of hydrogen negative ion electrolyte and constructed the world's first prototype hydrogen negative ion battery, marking a significant advancement from conceptualization to experimental validation [1][2]. Group 1: Development of Hydrogen Negative Ion Battery - The hydrogen negative ion battery is considered a crucial component of future clean energy systems, utilizing hydrogen in three forms: hydrogen positive ions (protons), hydrogen negative ions, and hydrogen atoms [1]. - Unlike conventional lithium-ion batteries, hydrogen negative ion batteries use hydrogen negative ions as the charge carriers, which have high electron density and strong reactivity, making them a unique and promising energy carrier [1][2]. Group 2: Research Progress and Innovations - The research team initiated the study of hydrogen negative ion conduction in 2018 and proposed a strategy in 2023 to suppress electronic conduction through lattice distortion, leading to the development of a room-temperature superfast hydrogen negative ion conductor [2]. - A new core-shell structured composite hydride was created using barium hydride with low electronic conduction and high stability, which exhibits rapid hydrogen negative ion conduction at room temperature, along with excellent thermal and electrochemical stability [2]. Group 3: Experimental Results - The prototype hydrogen negative ion battery was assembled using sodium aluminum hydride as the positive electrode and cerium dihydride as the negative electrode, achieving a discharge capacity of 984 mAh/g for the first time [2]. - After 20 charge-discharge cycles, the battery maintained a capacity of 40 mAh/g, and a stacked battery configuration was able to increase the voltage to 1.9 volts, successfully powering a yellow LED light, demonstrating its feasibility for electronic devices [2]. Group 4: Future Implications - The hydrogen negative ion battery represents a novel energy storage technology pathway, with potential applications in clean energy storage and conversion [2].