格隆汇1月27日丨科力远(600478.SH)公布，为满足公司战略发展需求及产业联动效应，进一步夯实储能 领域的定位和布局，持续深化绿色、低碳、可持续的能源体系转型，公司拟与管理人天津滨海新区新兴 产业基金管理有限公司及其他合伙人天津滨海新能源投资管理有限公司、深圳市元科慧储投资有限公司 共同投资设立储能基金并签订合伙协议，基金将主要对新型储能场景及产业链上下游优质项目进行投 资。基金目标总规模为人民币20亿元，初始规模5亿元，公司拟作为有限合伙人认缴出资2.49亿元，持 有合伙企业49.80%的份额比例。 天津滨海新区建设投资集团有限公司系滨海新能源的控股公司，作为天津市国资委全资企业，滨海建投 拥有领先的资产实力，优质的资信水平，也沉淀了丰富的地方资源和产业储备。公司与滨海建投共同发 起设立储能基金，不仅可以助力储能上下游产业投资，打通大储能生态链各环节，还将实现从项目开 发、投建、运营运维到资产化的全周期闭环，构建持续滚动升级模式。同时，结合滨海新能源在京津冀 地区的风电、光伏等资源，双方可进一步探索在新能源及储能等领域的资源协同与深度耦合，共同开拓 并创造新的业务增长空间。 ...

继储能订单出海热潮后，中东凭借能源转型决心与战略区位优势，成为中国锂电产业产能出海的核心阵地。国内龙头企业已率先启动全产业链 布局，与中东储能市场的爆发需求形成深度共振。 据起点锂电观察，目前已经有至少4家锂电龙头企业有所动作。 电池端， 楚能新能源 率先发力，从公开信息显示，这将是 楚能新能源海外首个合资的储能电池厂。 1月18日外媒消息显示，楚能新能源与埃及工业制造企业Kemet签署了合作协议，双方将合作在埃及建设一座储能电池工厂。根据协议，该储 能电池工厂的核心技术将由楚能新能源提供，项目投资2亿美元， 工厂建成后预计年产能可达5GWh 。 就在两天前，1月16日， 楚能新能源官宣与埃及WeaCan、Kemet签署战略合作协议。其中 楚能新能源 作为技术与产品核心供应方， 将分 阶段供应总计达6GWh的高品质储能产品； WeaCan和Kemet将作为项目落地的核心推动方，依托其在埃及本土深厚的行业资源与成熟的项 目运作经验，全面负责应用场景对接、政府审批协调、电网接入支持及本地化运营服务。 可以判断，楚能新能源合资的电池产能将主要配套 WeaCan、Kemet的市场需求，有利于其全球储能份额的持续提升。 ...

Core Viewpoint - Yunnan Energy Investment Co., Ltd. (referred to as "Yunnan Nengtou") expects a significant decline in net profit for the fiscal year 2025, projecting a range of CNY 230 million to CNY 270 million, representing a decrease of 60.00% to 65.93% compared to the previous year [1] Financial Performance - The company's total revenue for 2025 is not disclosed, but the net profit attributable to shareholders is expected to drop by 60.00% to 65.93% from CNY 675 million in 2024 to CNY 230 million to CNY 270 million in 2025 [2] - The non-recurring net profit is projected to be between CNY 204 million and CNY 244 million, reflecting a decline of 63.04% to 69.10% compared to CNY 660 million in 2024 [2] - The decline in profit is primarily attributed to the new energy sector facing a 12.01% reduction in power generation due to a "small wind year," alongside falling electricity prices and rising fixed costs [2] - The salt industry segment is also impacted by a downturn in the downstream soda ash industry, leading to a decrease in industrial salt prices and narrowing profit margins [2] Asset and Liability Structure - As of September 30, 2025, total assets decreased by 18.19% to CNY 153.37 billion compared to CNY 187.48 billion at the end of 2024, mainly due to the exclusion of a natural gas company from the consolidated financial statements [3] - Total liabilities decreased by 24.30%, resulting in a reduction of the debt-to-asset ratio from 54.96% to 50.85%, indicating reduced financial pressure [3] - The net cash flow from operating activities for the first three quarters was CNY 1.228 billion, benefiting from increased subsidies for renewable energy electricity price additions [3] Industry Context - The performance of Yunnan Nengtou reflects the cyclical characteristics of the new energy industry, which, despite maintaining installed capacity growth in 2025, faces challenges such as regional supply-demand imbalances, extreme weather impacts, and price volatility [4] - Companies focusing on core resources, enhancing operational precision, and developing new business models like energy storage are better positioned to strengthen their foundations in this evolving landscape [4] - Yunnan Nengtou's major shareholder, Yunnan Provincial Energy Group Co., Ltd., has 41 outstanding bonds with a total scale of CNY 61.2 billion, while Yunnan Nengtou itself has no outstanding bonds [4] - In July 2025, New Century Rating assigned Yunnan Nengtou a credit rating of AAA with a "stable" outlook [4]

Group 1 - Trump has decided to impose a 200% tariff on French champagne and wine, which are significant revenue sources for France, as a response to Macron's refusal to join his peace committee [3][5] - The potential cuts to NATO personnel, with at least 200 positions possibly being eliminated, raise questions about NATO's ability to protect European interests [3][5] - Trump's actions are seen as a dual strategy to pressure European nations into joining his peace committee and to align with U.S. interests regarding Greenland [5] Group 2 - In a surprising turn, both the UK and France have expressed intentions to strengthen economic ties with China, seeking assistance in light of U.S. tariff threats [7][9] - Macron emphasized the importance of developing green energy and digital economy sectors, positioning China as a favorable partner for investment in Europe [7] - The UK has recently resolved a dispute with China regarding the location of its embassy, indicating a shift towards enhancing cooperation with China [9]

本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 【1月26日华商能源股价大涨超21%，今年累计涨幅超73%】1月26日，华商能源(0206.HK)股价表现亮 眼，大涨超21%，报0.45港元。今年以来，该股累计涨幅已超73%。 消息面上，中东供应扰动使油价攀 升，上周五美国WTI原油3月合约结算价涨2.9%。受美国全国大范围寒潮天气影响，天然气期货价自 2022年以来首破每百万英热单位6美元关口。 近日，华商能源发布公告，依据国家"十四五"规划及"双 碳"战略，结合自身经营与宏观环境等因素。制定《未来五年(2026 - 2030年)战略指引》，推动战略升级 与可持续高品质发展。 指引显示，公司目标成为中国领先的绿色能源与装备服务商。在多元场景带动 下，实现绿色能源双轮驱动、融合发展，构建"技术 + 装备 + 服务"一体化解决方案能力。 ...

在国家"双碳"战略引领下，能源结构转型步入系统推进新阶段。广东省将"绿美广东"生态建设与"十五五"新 能源规划深度融合，为地方实践绘就蓝图。在此背景下，如何将战略蓝图转化为基层生动实践，成为关键课 题。中山公用能源发展有限公司（下称公用能源）以打造"城市绿色发展综合服务商"为目标，开展一系列富 有成效的探索，形成一套系统性强、操作性高的"公用能源实践"。 生态合作——公用能源与火炬工业集团签约。 生态合作——公用能源与中山市灯都智慧城市运营服务有限公司签约。 生态合作——公用能源与华为数字能源签约。 模式创新——构建绿色能源综合服务三步走路径 "公用能源实践"的首要特征，在于业务模式的递进式发展。从初期的绿色投资夯实资产基础，到构建智慧运 营能力实现效率跃升，进而通过生态合作整合资源、提供系统解决方案，最终形成协同发展的综合服务体 系。 绿色投资： 筑牢"压舱石"，开拓"增长极" 公用能源以分布式光伏为核心抓手，坚持规模化发展，为向城市绿色发展综合服务商转型筑牢资产基石。 2023年成立至今，并网及在建的光伏、储能、充电桩项目累计容量突破400MWp，总投资规模超过15亿元， 总发电量达4.4亿千瓦时。 这份 ...

（来源：CGTN） 不妨一起来看看，在CGTN发布的视频评论区，海外网友们是如何讨论的： 特朗普做他最擅长的事……装疯卖傻。 最好别讲蠢话，用事实打消所有疑虑，这样就不会显得那么糟糕，毕竟谁都能查到真实数据。全球各国的旅行者都在分享亲身经历：中国的街道更安全、 更整洁、更安静——无论白天黑夜，女性尤其感到安心，带孩子出行也更放心。 特朗普散布虚假信息。中国（在风力发电方面）最内行。最真挚的爱献给中国。 CGTN在国内平台发布系列报道后，网友们自发回应，纷纷分享自己拍摄的风电场照片，用亲身见证的画面回应质疑，生动展现了中国风电建设的蓬勃发 展。 特朗普当然找不到中 国的风力发电站 ，你得亲自去看看才行，特朗普显然压根儿没费过这个心。 CGTN将国内网友的实拍发布至海外平台，外国网友的回复亮了。 CGTN#中国风机随手拍 活动已开启，欢迎你的参与。 你在哪里见过风力发电机、太阳能板、海上发电场等清洁能源基础设施？是家乡的山林、旷野、海边，还是你的旅途中？快来分享你定格的瞬间，和全球 网友一起见证中国的绿色力量！ 分享内容：分享你身边的风力发电机、太阳能板、海上发电厂等基础设施。 要求：图片，需标注拍摄时间与地点。 ...

Core Viewpoint - The CEO of the Edowar Foundation, Brian Hill, emphasizes the significant potential for cooperation between China and the United States in the field of green energy, highlighting China's exemplary role in advancing green technology [1] Group 1: Cooperation Potential - The collaboration potential between China and the U.S. in green energy is immense, particularly in areas such as technology research and development, manufacturing capabilities, and university partnerships [1] - The visit of Brian Hill to China is part of the "Harvard China Program," which aims to foster exchange and cooperation between Chinese and American youth [1] Group 2: Event Details - The "Know and Act China - U.S. Youth Leaders Dialogue" took place on January 23 in Beijing, organized by the Harvard Kennedy School Chinese Society and Hi China International Youth Development Alliance [1] - This event is a significant part of the ongoing "Harvard China Program," which has been running for over ten years and focuses on building a platform for cultural exchange [1]

Core Viewpoint - The article highlights the transformation in Shilian Town, Meitan County, Zunyi City, driven by the integration of green energy solutions, particularly solar power and electric vehicle charging stations, which are attracting more visitors and enhancing local businesses [1] Group 1: Green Energy Integration - The hotel owner, Feng Ji, has installed over 300 square meters of solar panels on the hotel roof, generating electricity that supports both the hotel operations and a nearby charging station [1] - The charging station, built by Guizhou Electric Power Company, serves as a crucial facility for travelers, alleviating concerns about electric vehicle charging during their journeys [1] Group 2: Economic Impact - The presence of the charging station has become a unique selling point for the hotel, attracting more guests, particularly those driving electric vehicles [1] - Feng Ji reports that his hotel has nearly full bookings, with a noticeable increase in guests using new energy vehicles, indicating a shift in consumer preferences towards sustainable travel options [1]

Group 1 - The core point of the article highlights the successful inauguration of the seawater desalination project in Dubai, which is constructed by China Electric Power Construction Company, specifically Shandong Electric Power Construction No. 3 Company [2] - The project utilizes seawater reverse osmosis technology and has a daily water production capacity of 818,000 cubic meters [2] - The power supply for the project is entirely reliant on photovoltaic energy, ensuring sustainability [2] - Once operational, the project is expected to meet the daily freshwater needs of nearly 1.8 million residents in the local area [2]