【环球时报驻越南特派记者 白晓川】欧洲理事会主席科斯塔28日至29日正式访问越南。双方29日正式 宣布将关系提升为全面战略伙伴关系，越南成为首个与欧盟达成此层关系的东盟国家，使其与中、美、 俄等国在欧盟的外交定位中持平。欧盟驻越南大使格列里耶表示，访问表明欧盟希望加强与越南的合 作，并通过此举推动建立以规则为基础的多边关系。据美联社29日报道，此前因美国关税压力导致全球 金融受到冲击，越欧都在重新调整贸易关系。 据欧联通讯社报道，双方在联合声明中明确在关键矿产、半导体等领域深化合作。欧盟将参与越南稀土 资源的可持续开采与加工，推动半导体合作覆盖供应链、封测与制造，并构建5G通信网络，降低对非 欧盟供应商的依赖。此外，越南也于近日启动了首座本土晶圆厂建设，未来将推动越南半导体产业链逐 步向上游芯片制造延伸。 科技将成为未来越南与欧盟合作的重点领域之一。据越媒报道，欧盟此前承诺通过一项价值超过5400万 欧元的教育培训项目，旨在为越南提供科学、技术和半导体领域的职业培训与发展。 越南驻欧盟代表团团长阮文草认为，越南与欧盟合作潜力依然巨大，欧盟GDP规模近20万亿美元、人口 约4.5亿，对越南优势商品有巨大需求。欧 ...

Core Insights - The duration of negative electricity prices in the UK is expected to more than double this year, reflecting the rapid expansion of renewable energy generation [1] Group 1: Renewable Energy Expansion - The UK is projected to add a record 74 gigawatts of new wind and solar capacity this year, while electricity consumption is expected to remain flat [1] - This surge in renewable energy is putting pressure on the revenues of renewable energy developers [1] Group 2: Battery Storage Opportunities - The increase in negative electricity prices creates new opportunities for battery operators that can store excess electricity and sell it at appropriate times [1] - It is estimated that 9.8 gigawatt-hours of battery storage capacity will be deployed in the UK this year, surpassing the cumulative total built since the technology began scaling up about a decade ago [1] Group 3: Comparative Market Analysis - The expected duration of negative electricity prices in the UK is projected to reach 306 hours this year, significantly higher than the 149 hours anticipated for 2025 [1] - In Germany, the largest electricity market in Europe, the duration of negative prices is expected to increase by 57% [1]

Core Insights - The U.S. power grid is experiencing its strongest investment cycle in decades, driven by the rise of large-scale data centers and industrial projects, reshaping electricity demand across the country [1] - Entergy, a utility company, has emerged as a key infrastructure provider in the AI era, particularly in Louisiana, Arkansas, Mississippi, and Texas [1][3] Group 1: State-Level Developments - **Louisiana**: Entergy has secured approval for three new combined-cycle gas plants with a total capacity of approximately 2.3 GW and transmission facilities for Meta's Hyperion data center, utilizing a flexible rate plan for cost recovery [4] - **Arkansas**: Google announced a $4 billion investment, including a new data center supported by Entergy's new generation projects, with a 600 MW solar plant and a 754 MW combined-cycle plant under regulatory review [6] - **Texas**: Entergy operates under a regulated framework, participating in the MISO grid, and has received approval for a package of dispatchable power projects, including a 754 MW combined-cycle unit [7] - **Mississippi**: Following AWS's $10 billion investment in data centers, Entergy is advancing the 754 MW Delta Blues Advanced Power Station, leveraging a new pre-certification path for power projects [8] Group 2: Capital Expansion and Financial Discipline - Entergy's capital expenditure plan has expanded by over 80% since 2023, with significant increases in Louisiana and Mississippi due to approvals for multi-gigawatt generation projects and new transmission facilities [9] - The company has established long-term contracts with clients like Meta and AWS, providing revenue assurance and enhancing cash flow, while regulatory mechanisms allow for immediate cost recovery upon project commissioning [12] Group 3: Importance of the Trends - The U.S. is entering a new era of electricity demand driven by large-scale data centers and industrial capacity expansion, creating multi-gigawatt demand away from traditional load centers [13] - Entergy's customer-driven generation construction, cross-state regulatory strategies, and accelerated capital deployment demonstrate how large utilities can achieve rapid growth while maintaining regulatory stability and financial discipline [13]

通过坚持集中式与分布式并举，加快推进以沙漠、戈壁、荒漠地区为重点的大型风电光伏发电基地建 设，推动海上风电规范有序建设，积极推广城镇、农村屋顶光伏，鼓励发展乡村分散式风电等举措，中 国已构建起全球最大、发展最快的可再生能源体系，风电光伏装机占全球风电光伏总装机近一半。 近4年，风电光伏新增装机规模连续突破1亿、2亿、3亿、4亿千瓦关口。其中，2022年新增1.2亿千瓦、 2023年新增2.9亿千瓦、2024年新增3.6亿千瓦、2025年新增4.3亿千瓦。 本报北京1月28日电(记者丁怡婷)记者28日从国家能源局获悉，截至2025年底，全国累计发电装机容量 38.9亿千瓦，同比增长16.1%。其中，太阳能发电装机容量12亿千瓦，同比增长35.4%；风电装机容量 6.4亿千瓦，同比增长22.9%。这是中国风电光伏累计装机首次超18亿千瓦，达18.4亿千瓦，占比达 47.3%。 2025年，风电光伏累计装机历史性超过火电，截至当年12月底已超出约3亿千瓦。 ...

Core Viewpoint - Beijing Energy International (00686) plans to acquire 70% of Yangzhou Tai Run Low Carbon Technology Development Co., Ltd. for approximately RMB 248 million, aligning with national renewable energy goals and the company's strategic development [1] Group 1: Acquisition Details - The buyer, a wholly-owned subsidiary of the company, is set to complete the acquisition on January 28, 2026 [1] - The target company specializes in power generation, transmission, distribution, and solar power technology services [1] Group 2: Strategic Alignment - The board believes the acquisition supports national renewable energy objectives and the company's overall interests [1] - The acquisition aligns with China's renewable energy era and the "14th Five-Year Plan" [1] Group 3: Project Capacity and Synergy - Post-acquisition, the project’s installed capacity could reach approximately 294 megawatts [1] - The proximity of the target project to the company's existing solar power project in Gaoyou, Jiangsu, is expected to create synergies [1] - Both projects are located in Jiangsu province, facilitating easier management and enhancing generation capacity and profitability [1]

Core Viewpoint - Beijing Energy International (00686.HK) announced a conditional agreement to acquire 70% equity of Yangzhou Tairun Low Carbon Technology Development for approximately RMB 248 million, aligning with national renewable energy goals and the company's strategic development [1] Group 1: Acquisition Details - The buyer, Jingneng International (Gaoyou) New Energy, is a wholly-owned subsidiary of Beijing Energy International [1] - The target company primarily engages in power generation, transmission, distribution, and solar power technology services [1] - The acquisition is expected to enhance the company's operational capacity and profitability due to geographical proximity to existing projects [1] Group 2: Strategic Alignment - The board believes the acquisition supports China's renewable energy vision and the "14th Five-Year Plan" for energy transition [1] - The project has a potential installed capacity of approximately 294 megawatts, contributing to a stronger management and operational synergy with existing solar projects in Jiangsu Province [1]

Core Viewpoint - Beijing Energy International (00686) plans to acquire 70% equity of Yangzhou Tai Run Low Carbon Technology Development Co., Ltd. for approximately RMB 248 million, aligning with national renewable energy goals and the company's strategic development [1] Group 1: Acquisition Details - The buyer, a wholly-owned subsidiary of the company, is Beijing Energy International (Gaoyou) New Energy Co., Ltd. [1] - The target company specializes in power generation, transmission, distribution, and solar power technology services [1] - The acquisition price is inclusive of tax and amounts to approximately RMB 248 million [1] Group 2: Strategic Alignment - The board believes the acquisition aligns with national renewable energy objectives and the company's overall interests [1] - The acquisition supports China's renewable energy vision and the "14th Five-Year Plan" [1] Group 3: Project Capacity and Synergy - Post-acquisition, the project’s installed capacity could reach approximately 294 megawatts [1] - The target project is geographically close to the company's existing photovoltaic project in Gaoyou, Jiangsu Province, creating potential synergies [1] - Both projects are located in Jiangsu Province, allowing for easier management and enhanced generation capacity and profitability [1]

美国总统特朗普日前在瑞士达沃斯表示，中国制造了很多风力涡轮机，但他在中国却找不到任何风力发 电场。 近日，针对上述言论，"国家队（央企）"在某社交平台纷纷下场回应。 @中国能建 ：妈呀，这么好的广告机会，这不得把握住吗？咳咳，中国能建，啥都能建！我们不仅安 装，还能规划、设计、运维，感谢川普先生送出的流量大火箭，顺道展示一下我们的"买家秀"！ @国家电网 ：谢邀哟！川普这波反向带货直接把流量密码送到咱手上了啊！其实，光是2025年国家电 网经营区就新增了超3亿千瓦的风电+光伏装机。 @中国大唐 ：大唐风电 ，处处风采。塞北风车转，江南绿电来。安装何须问，青山绿水间。川普先 生，要不要来首"唐"诗？ @中国华能 ：特朗普这波 "反向安利" 必须接住！小能人表示，咱们中国华能不仅风机装得多，而且装 得"卷"——从我国规模最大的构网型风电项目，到我国水深最深的海上风电项目，从西北的荒漠戈壁到 东南的万顷碧波，中国华能的风电版图早已遍布大江南北，每一台风机都是「中国制造+中国安装+中 国运营」的硬核实证。话不多说，上点"硬菜"~ @中国石化 ：我就秀秀，不说话。 @中国华电 ：谢邀～川普先生，不要太离"普"！先必须回 ...

Core Insights - The article highlights the significant advancements and global expansion of BYD's energy storage business, particularly its role in the energy transition in Saudi Arabia and beyond [1][3][11]. Group 1: Global Network and Strategic Layout - BYD's energy storage business has successfully delivered over 500 projects across more than 110 countries and regions, showcasing a substantial growth compared to previous years [4]. - In developed markets like Europe and North America, BYD's solutions are crucial for grid upgrades and renewable energy integration, while in emerging markets, they drive local energy structure transformations [4]. - Different regional demands are addressed by BYD's products, such as balancing grid fluctuations in Europe and providing stable power in off-grid areas in Africa [4]. Group 2: Technological Leadership - BYD showcased its latest product featuring a 2710Ah ultra-large capacity storage blade battery at the World Future Energy Summit, setting a new record for mass-produced storage batteries [5]. - The new battery design improves energy density by 15% and has a cycle life exceeding 12,000 times, meeting stringent requirements for longevity and safety [5]. - This battery can form storage units with a capacity of up to 14.5MWh, reducing land use by approximately 30% and system costs by about 25% compared to traditional solutions [5]. Group 3: Benchmark Projects - BYD is constructing a 12.5GWh energy storage project in Saudi Arabia, the largest grid-side storage project globally, which is part of Saudi Arabia's Vision 2030 energy transition strategy [6]. - This project will help integrate increasing renewable energy generation, particularly solar power, and enhance grid reliability [6]. - BYD has developed solutions tailored for the extreme climate conditions of Saudi Arabia, ensuring safe operation at high temperatures and preventing dust intrusion [6]. Group 4: Synergistic Advantages - The rapid development of BYD's energy storage business is closely linked to its comprehensive capabilities in the electric vehicle sector, creating significant synergies and cost advantages [7]. - BYD shares research and technology platforms between its energy storage and automotive battery teams, accelerating innovation and product iteration [8]. - The company leverages its extensive battery production capacity and supply chain to respond quickly to global energy storage project demands [8]. Group 5: Market Impact - BYD's global expansion is reshaping the international energy storage market, with increasing market share in key regions like the Middle East, Europe, and Latin America [9]. - The company actively participates in the formulation of international standards for energy storage, enhancing China's influence in the global energy storage sector [9]. - The International Energy Agency predicts a sixfold increase in global energy storage capacity by 2030, presenting unprecedented growth opportunities for leading companies like BYD [9]. Conclusion - BYD's energy storage systems are not only crucial for stabilizing the Saudi grid and integrating renewable energy but also symbolize the growing importance of Chinese renewable technology in the global energy transition [10][11]. - The company is poised to play a more significant role in the global energy transition, providing reliable, economical, and sustainable energy solutions [11].

Group 1 - Beijing plans to formulate regulations for the development of the artificial intelligence industry as part of its legislative agenda for 2026, which includes 36 legislative topics [1][3] - The legislative agenda aims to support high-quality development in the capital, with a focus on various sectors including private economy and urban governance [3] - The city will also conduct research and discussions on regulations related to market competition, data management, and agricultural technology [3] Group 2 - The Beijing Municipal People's Congress is set to draft regulations for the construction of the Beijing International Commercial Arbitration Center to enhance the city's role in international dispute resolution [2] - Other proposed regulations include those for the protection of cultural heritage sites like the Great Wall and the central axis of Beijing, as well as environmental initiatives such as renewable energy development [2] - The legislative efforts also aim to address urban governance issues, including noise pollution and the management of non-motorized vehicles [2]