科技日报北京4月28日电 （记者刘园园）"2025年一季度，全国可再生能源新增装机7675万千瓦，同比 增长21%，约占新增装机的90%。"4月28日，国家能源局举行2025年二季度新闻发布会，国家能源局新 能源和可再生能源司副司长潘慧敏在发布会上表示，我国可再生能源装机规模持续实现新突破，可再生 能源继续保持新增装机的主体地位。 (责任编辑：罗伯特) 其中，水电新增装机213万千瓦，风电新增装机1462万千瓦，太阳能发电新增装机5971万千瓦，生物质 发电新增装机29万千瓦。 "可再生能源发电量稳步迈上新台阶。"潘慧敏介绍，风电太阳能发电量在全社会用电量中占比突破 20%，超出同期第三产业用电量和城乡居民生活用电量，带动非化石能源发电量占比提升至四成左右。 风电光伏新增电量超过全社会用电量增量。 据统计，2025年一季度，全国可再生能源发电量达8160亿千瓦时，同比增长18.7%，约占全部发电量的 35.9%。其中，风电太阳能发电量合计达5368亿千瓦时，同比增长26.1%，在全社会用电量中占比达到 22.5%，较去年同期提高4.3个百分点，明显超出同期第三产业用电量（4465亿千瓦时）和同期城乡居民 生活 ...

Core Viewpoint - Guoxia Technology Co., Ltd. has submitted an application to list on the Hong Kong Stock Exchange, with Everbright Securities International as its sole sponsor [1][3]. Company Overview - Guoxia Technology is a leading provider of renewable energy solutions and products in China's energy storage industry, focusing on platform technology and AI-driven systems [3]. - The company offers energy storage system solutions and products that cater to various applications, including power side, large grid side, commercial, industrial, and residential sectors, targeting both domestic and international markets [3]. - Guoxia Technology is recognized for its seamless cloud integration of energy storage solutions and the development of a panoramic cloud platform, solidifying its leadership in digital energy management [3]. Business Segments - The company's operations are divided into three segments: intelligent energy storage system solutions, EPC services, and other offerings [4]. - Guoxia Technology provides comprehensive energy storage system solutions that integrate AI technology with advanced hardware products to meet unique customer needs [4]. - The company specializes in EPC services for commercial energy storage projects and photovoltaic power station development, ensuring project management, quality assurance, and timely delivery [4]. Market Position - According to Frost & Sullivan, Guoxia Technology ranks as the eighth largest provider of multi-purpose energy storage systems in China by new installed capacity in 2024, and the tenth largest provider of household energy storage systems by shipment capacity in the same year [3]. Financial Performance - The company's projected revenues for 2022, 2023, and 2024 are approximately RMB 142 million, RMB 314 million, and RMB 1.026 billion, respectively [5][6]. - The annual profits for the same years are estimated at RMB 24.3 million, RMB 28.1 million, and RMB 49.1 million, respectively [5][6].

Investment Rating - The report maintains an "Accumulate" rating for the company [4]. Core Viewpoints - The company reported a revenue of 1.481 billion yuan in 2024, a year-on-year increase of 22.09%, but a net profit attributable to shareholders of -545 million yuan, a significant decline of 678.26% [1]. - The company is actively advancing the construction of renewable energy projects, with a notable increase in revenue from its renewable energy engineering business, which grew by 136.41% to 115 million yuan, and a gross margin increase of 45.14 percentage points to 62.62% [2]. - The company plans to invest 1 billion yuan in its subsidiaries in 2025 to support the construction of wind and solar projects, aiming to enhance its power generation business [3]. - The company has made provisions for asset impairment in its biomass business amounting to 422 million yuan, which is expected to optimize its asset structure and potentially lead to breakeven or slight profit in the biomass power station business [4]. Summary by Sections Financial Performance - In 2024, the company achieved a revenue of 1.481 billion yuan, with a growth rate of 22.09% compared to 2023. However, the net profit attributable to shareholders was -545 million yuan, reflecting a drastic decline of 678.26% [1][5]. - The revenue for Q4 2024 was 508 million yuan, marking a year-on-year increase of 24.14%, but the net profit was -618 million yuan, indicating substantial losses [1]. Renewable Energy Projects - The company successfully connected the 100MW wind power project in Tailai to the grid and commenced construction on two 250MW photovoltaic projects, contributing to a significant increase in revenue from renewable energy projects [2]. - By the end of 2024, the company held a total of 246MW of wind power and 298.6MW of photovoltaic capacity, with total electricity generation reaching 1.447 billion kWh [3]. Investment and Future Outlook - The company plans to focus on the construction and operation of renewable energy power stations, with a total investment of 1 billion yuan planned for its subsidiaries in 2025 [3]. - The report projects net profits for 2025-2027 to be 92 million yuan, 141 million yuan, and 167 million yuan respectively, with a downward adjustment of 46% and 27% for the first two years [4][5].

Core Viewpoint - Guoxia Technology has submitted its listing application to the Hong Kong Stock Exchange, showcasing significant revenue growth and a strong market position in the renewable energy sector [1] Financial Performance - The company reported a compound annual growth rate (CAGR) of 168.9% in revenue from 2022 to 2024, with revenue increasing from RMB 142 million to RMB 1.026 billion [1] - Gross profit also saw substantial growth, with a CAGR of 108.6%, rising from RMB 35.6 million to RMB 155 million during the same period [1] Market Position and Strategy - Guoxia Technology focuses on both the Chinese and overseas markets, maintaining a high-quality global customer base and a robust supply chain [1] - The upcoming listing is expected to enhance the company's capital strength, accelerate technological upgrades, and solidify its market position, thereby improving its overall competitiveness globally [1]

Goldwind Science & Technology (02208) Q1 2025 Earnings Call April 28, 2025 04:00 AM ET Moderator Distinguished investors, good afternoon. I would like to welcome you to join us for Goldwyn Defiance and Technology twenty twenty five Q1 results. The management team joining us here today President of the company, Mr. Cao Chu Gong Madam Majin Ru, VP Board Secretary and the Company Secretary Mr. Wang Fong Yan, CFO and Mr. Chen Chunghua, Group VP and the GM of the Wind Power Industry Group. The meeting will be di ...

2024年，阳光电源储能系统产品以36.69%的毛利率位列第一，成为该公司"最有赚头"的产品，也是毛利 率增长最快的业务板块。 上述三大业务中，储能系统产品以36.69%的毛利率位列第一，为该公司"最有赚头"的产品，也是毛利率 增长最快的业务板块。而另外两大业务——光伏逆变器等电力电子转换设备、新能源投资开发的毛利率 分别为30.90%、19.40%。 对比其往年的总营收表现，阳光电源2024年不到8个点的增速同比有明显的放缓。2020年至2023年，公 司分别实现营业收入192.9亿元、241.4亿元、402.6亿元和722.5亿元。其中，2022年和2023年，该公司营 收增速分别达到66.79%和79.47%。 与之相对应的，阳光电源的海外营收增速也呈大幅放缓趋势。2024年，公司海外地区（包括中国港澳 台）销售金额为362.94亿元，同比增加8.76%，增速同比去年（营收增速达75.05%）有较大幅度放缓。 "目前公司储能系统广泛应用在欧洲、美洲、中东、亚太等成熟电力市场。"据阳光电源2024年财报介 绍，公司与Algihaz签约7.8GWh中东标杆储能项目，与英国Fidra Energy签署4.4G ...

Core Viewpoint - The company, specializing in the research, production, and sales of wind power gearboxes and speed increasers, continues to maintain a leading position in the domestic market while expanding its international presence in the renewable energy sector [4][6][9]. Company Overview - The company focuses on the development of wind power-specific gearboxes, including yaw gearboxes, pitch gearboxes, and speed increasers, providing precision transmission solutions for the renewable energy industry [4]. - The company has over 20 years of experience in the precision transmission field, accumulating rich experience and technology, and has developed various models of wind power gearboxes to adapt to different wind resources and environmental conditions [4][6]. Industry Development - The wind power gearbox and speed increaser industry is a crucial part of the renewable energy sector, with a continuous increase in installed capacity driven by the growing global demand for renewable energy [6]. - According to BNEF, China's new wind power installation capacity is expected to reach 86 GW in 2024, an increase of 11% compared to 2023, while global new wind power installation capacity is projected to be 121.6 GW, up 3.05% from 2023 [7]. Business Model - The company employs a direct sales model, customizing products for wind turbine manufacturers, with sales orders primarily obtained through bidding or business negotiations [8]. - The production model is based on "sales-driven production," where production plans are organized according to customer procurement plans [8]. - The procurement model follows "production-driven purchasing," ensuring compliance, traceability, and quality of materials while controlling costs [9]. Performance Drivers - The company aims to maintain existing customer relationships while actively exploring new customer resources, focusing on core business areas to ensure industry position and promote business growth [9]. - The company is also advancing its international strategy to expand into overseas markets, achieving initial success [9].

Group 1 - The ASEAN region's largest solar industry exhibition, the Indonesia 2025 Solar Exhibition, concluded on April 25, attracting over 1,000 global exhibitors, including numerous leading Chinese solar companies, indicating strong optimism about Indonesia's solar and photovoltaic market potential [1][3] - JinkoSolar, the world's largest module manufacturer, highlighted its technological and manufacturing advantages, with 70% of its revenue coming from overseas markets. Indonesia, as Southeast Asia's largest economy, presents significant market opportunities in renewable energy transition, particularly in rooftop solar and energy storage [2] - Jiangsu Zhonglai New Material Technology Co., a leading global solar backsheet manufacturer, emphasized the trend towards integrated solar and storage solutions in Indonesia, driven by the relaxation of rooftop solar quotas and the implementation of user-side energy storage policies [2] Group 2 - The Indonesian Ministry of Energy and Mineral Resources has authorized the state-owned electricity company to advance rooftop solar power station projects, with a total development quota of 5,746 megawatts set for the period from 2024 to 2028 [4] - Daqin Digital Energy Technology Co., which participated for the first time, noted that Indonesia's numerous islands face electricity supply challenges, making solar energy a promising renewable energy option to achieve the country's net-zero emissions target by 2060 [4] - The exhibition attracted many Indonesian buyers, with local renewable energy companies expressing interest in exploring new products and market dynamics, highlighting the significant market potential as less than 10% of Indonesia's energy users currently rely on renewable sources [5]

绿证跑出"加速度" ——《中国绿色电力证书发展报告（2024）》发布 近日，国家能源局向社会公开发布《中国绿色电力证书发展报告（2024）》，对2024年绿证核发 交易、应用场景拓展、国际互认等方面的主要进展和成效进行了系统分析。报告显示，我国绿证 制度体系框架基本建成。截至2024年12月底，全国累计核发绿证49.55亿个，同比增长21.45倍， 其中可交易绿证33.79亿个；全国累计交易绿证5.53亿张，同比增长4.19倍。 核 发 交 易 快 速 增 长 2024年，我国绿证核发工作驶入快车道。随着绿证全覆盖政策的深入推行，特别是去年6月底国 家绿证核发交易系统上线运行后，核发模式迎来变革，从以往发电企业申请核发，转变为依据电 网企业、电力交易机构提供的数据，经审核后按月批量自动核发。报告显示，这一调整极大地提 升了核发效率，实现当月电量次月即可核发绿证，核发时间大幅缩短85%。 报告显示，2024年，全国核发绿证数量达47.34亿个，同比增长28.36倍，其中可交易绿证为31.58 亿个。其中，在可再生能源资源较为丰富的地区，云南、内蒙古、四川、新疆、青海、湖北、甘 肃和河北8省（自治区）核发的绿证较 ...

Core Viewpoint - The company is focused on the bioenergy, catalytic purification materials, and specialty chemicals industries, with significant developments and challenges in each sector, particularly in biofuels and catalysts, driven by regulatory changes and market dynamics [5][10]. Group 1: Bioenergy Industry - The company's bioenergy business includes the production and sales of hydrocarbon-based biodiesel (HVO) and sustainable aviation fuel (SAF), which are closely linked to global decarbonization goals [5][6]. - The EU's Renewable Energy Directive (RED III) has increased the renewable energy target for 2030 from 21.78% to 45%, which is expected to boost biodiesel demand in Europe [6][7]. - The company is actively exploring non-EU markets due to the EU's anti-dumping measures affecting biodiesel exports, while SAF remains a key investment focus as it is not subject to these measures [6][8]. - The company has a biodiesel production capacity of 50,000 tons and is expanding its product structure to enhance competitiveness in various markets, including Japan and South Korea [8]. Group 2: Catalytic Purification Industry - The catalytic purification sector serves the petrochemical and coal chemical industries, with catalysts being essential for refining and chemical processes [9][10]. - The demand for catalysts is increasing due to the transition towards chemical production and the growth of modern coal chemical projects, as outlined in government plans [10][11]. - The company has over 20 years of experience in catalyst and purification agent development, holding a competitive edge in technology and market presence [12]. Group 3: Specialty Chemicals Industry - The specialty chemicals segment includes products like neopentyl glycol and LNG, with the latter playing a crucial role in clean energy transition [13][14]. - The domestic neopentyl glycol market is experiencing rapid capacity expansion, but demand growth is slowing due to macroeconomic factors, leading to increased industry pressure [13]. - LNG is becoming more abundant in China, with significant increases in import volumes and domestic production, although profitability is being squeezed by rising costs [14].