格隆汇12月9日｜欧洲天然气价格今年已下跌逾40%，尽管冬季储气水平低于平均水平，但充足的液化 天然气供应缓解了市场担忧。基准的荷兰TTF天然气期货合约目前交易于约27欧元/兆瓦时，为一年多 来的最低水平。澳新银行分析师指出："今年冬季欧洲大陆大部分地区气温显著高于正常水平，同时强 风推动可再生能源发电量上升，抑制了对天然气的需求。"此外，东北亚主要LNG进口国冬季库存充 足，减少了对现货船货的竞争，进一步缓解了欧洲买家的采购压力，有助于维持价格低位。尽管如此， 欧盟当前天然气储存设施填充率仅为72%，明显低于五年平均水平，凸显若寒潮来袭，市场仍存上行风 险。 ...

新型储能产业如何把握电力市场改革与数智化机遇？行家说储能正联合 中车株洲所、弘正储能、海辰储能、为恒智能、融和元储 等头部企业， 编 撰 《2025电力市场与数智化储能调研报告》，该报告将于1月8日行家说储能峰会上发布。欢迎更多企业参与，共抓产业风口。 继587Ah储能电芯已出货2GWh（ 点这里 ）后，宁德时代再传新订单，拿下 4GWh 储能系统协议。 ▋ 宁德时代供4GWh储能产品 日前，据外媒报道，宁德时代与新加坡可再生能源开发商 Vena Energy 签署了框架供应协议。根据该协议，宁德时代将向Vena Energy当地子公司PT Infrastruktur Terbarukan Sedaya提供4GWh的EnerX电池储能系统 (BESS) 解决方案。 ▋ 挖掘百亿市场，中企重码押注 数据显示，东南亚储能市场潜力巨大，预计规模将从2025年的35.5亿美元（约合人民币252亿元）增长至2030年的49.2亿美元（约350亿元人民币），东 盟区域装机量预计在2025年达到12GWh。 市场由各国碳中和目标及高比例可再生能源规划强力驱动，呈现鲜明特点： 此前，行家说储能整理了关于东南亚地区部分国家储能 ...

Group 1 - Sam's Club responded to the incident of a live mouse found in a mochi box, stating that it was likely an accidental intrusion during the product's placement at the pickup point [1] - Sam's Club has conducted a thorough investigation in collaboration with a pest control company and found no evidence of pests in the production, packaging, or storage processes [1] Group 2 - Alibaba has established the Qianwen C-end Business Group, aiming to develop Qianwen into a super app and an AI assistant for users across various devices and scenarios [2] - The new group is a merger of the original Intelligent Information and Intelligent Connectivity business groups, focusing on creating a comprehensive AI experience for users [2] Group 3 - MINISO LAND received the "Best New Store Concept Award" at the 2025 Global Retail Real Estate Summit in France, highlighting its innovative store format [3] - Another MINISO concept, MINISO FRIENDS, also won a prestigious design award, showcasing the company's commitment to innovation in retail [3] Group 4 - Relation Therapeutics announced a $1.7 billion collaboration agreement with Novartis to discover new drug targets for atopic diseases, including an initial payment of $55 million [5] - The agreement includes potential milestone payments and royalties based on product sales, indicating a significant investment in research and development [5] Group 5 - Blue Current, a solid-state battery manufacturer, completed over $80 million in Series D financing led by Amazon, aimed at accelerating the commercialization of its battery technology [6] - Granite Asia raised over $350 million for its pan-Asian private credit fund, supported by major Southeast Asian sovereign investment institutions [6] - Brookfield Asset Management and Qatar Investment Authority have established a $20 billion AI investment fund, reflecting growing interest in AI technologies [6] Group 6 - Vingroup from Vietnam plans to invest $3 billion in Telangana, India, focusing on renewable energy, electric mobility, and smart city development [6] - The investment aims to create a diversified industrial ecosystem and promote socio-economic development in the region [6]

Core Viewpoint - Saudi Arabia is planning to construct the Rise Tower in Riyadh, which aims to become the tallest building in the world, exceeding the height of the Burj Khalifa by more than double and the Shanghai Tower by three times [1][5]. Group 1: Project Overview - The Rise Tower is part of Saudi Arabia's "Project Rise - Lumenis," which aligns with the country's Vision 2030 strategy aimed at economic diversification and reducing oil dependency [5]. - The project is supported by the Public Investment Fund (PIF) and is estimated to cost around $5 billion, making it one of the most notable projects in PIF's expanding portfolio [6]. Group 2: Architectural and Engineering Challenges - The Rise Tower will face significant engineering challenges, particularly in ensuring efficient vertical transportation for its height of 2,000 meters, as traditional elevator systems are inadequate [9]. - Innovative solutions such as magnetic levitation elevators and multi-car designs are being explored to enhance passenger capacity and efficiency [9]. - The building's design must also address environmental challenges posed by Riyadh's desert climate, including extreme temperature variations and occasional sandstorms [10]. Group 3: Urban Development and Sustainability - The Rise Tower will be a key landmark in the newly planned "Arctic" district of Riyadh, which is part of a broader vision for a sustainable and technologically advanced urban environment [7][8]. - The concept of the tower includes a "vertical city" that integrates residential, commercial, and recreational spaces, contributing to the transformation of Riyadh into a leading global city [8][10].

风能作为技术成熟、环境友好、规模化应用潜力巨大的可再生能源，如今已成为全球能源转型的主力 军。 中国可再生能源学会风能专业委员会秘书长秦海岩近期对《华夏时报》记者表示，能源是人类生存发展 和过上美好生活的根基，人均能源的使用量某种程度上代表了一个国家的经济发展和人民的生活水平。 很多国家已经将大力开发风电作为其推动能源转型、实现能源独立和安全的重要举措。摆在我们面前有 一条新的道路，那就是开发利用可再生能源来实现可持续发展。 风电装机提速 经过多年发展，中国已跃升为全球风电强国，在技术、规模、海上风电开发、数字化应用与产业链供应 链等方面引领世界。 相关数据显示，2004年，中国风能产业属起步阶段，累计装机容量不足100万千瓦，仅占全球总装机的 1.2%，风电装备基本依赖进口。2014年中国风电累计并网容量突破1亿千瓦，占全球风电装机的27%， 跃居全球前列。预计2025年，中国的风电累计装机容量会超过6亿千瓦，与2020年相比实现了翻倍。 其中，海上风电作为一种清洁能源，具有巨大的发展潜力，逐步成为各国关注和发展的重点。国家能源 局数据显示，截至今年9月底，我国海上风电累计并网装机容量达4461万千瓦。 截 ...

埃克森美孚拒绝对此次合作发表评论，但表示其"项目正在取得进展，我们感谢为项目增添战略价值的 合作伙伴"。 一位知情人士透露，该项目目前仅处于谅解备忘录的早期阶段。 智通财经APP获悉，新纪元能源公司(NEE.US)首席执行官约翰·凯彻姆周一告知投资者，该公司正与美 国最大石油公司埃克森美孚(XOM.US)合作，为一个潜在科技客户建设一个由天然气驱动的大型数据中 心基地。根据新纪元能源向投资者展示的材料，这座1.2吉瓦的发电厂将结合天然气发电与埃克森美孚 的碳捕获技术以减少碳排放。 双方计划在2026年第一季度将该基地推向超大规模企业市场。超大规模企业是指那些正在建设数据中心 以训练和运行人工智能应用的大型科技公司。目前公司尚未与任何超大规模企业签署协议。 新纪元能源和埃克森美孚已为该项目确保了2500英亩土地。据新纪元能源称，基地将位于美国东南部， 紧邻埃克森美孚的二氧化碳管道基础设施。 新纪元能源股价周一收盘下跌约3%。截至发稿，夜盘微涨0.30%，埃克森美孚夜盘微涨0.17%。 首席执行官凯彻姆表示，新纪元能源计划到2035年为数据中心枢纽建设15吉瓦的发电能力。这包括新纪 元能源正与谷歌合作开发的至少三 ...

12月9日，普洛斯旗下私募股权投资平台隐山资本宣布，获得香港投资管理有限公司(以下简称"港投公 司")委托管理3亿港元基金。该基金属于香港特别行政区政府"新资本投资者入境计划"下"投资组 合"2025资金组别，将投向早期阶段、具有高增长潜力的企业。 港投公司成立于2022年，目前总资产规模达640亿港元。该公司通过与外部基金管理人合作设立多只基 金，专注于投资创新和技术发展领域。目前，港投公司在吸引资本、资源和人才以促进香港新兴产业发 展方面发挥了重要作用。 本报讯昌校宇 普洛斯中国区首席战略官、隐山资本董事长及管理合伙人东方浩表示："很高兴能与港投公司进一步拓 展合作。隐山资本将凭借在物流供应链、人工智能、机器人技术以及可再生能源等新经济领域积累的深 厚产业洞察，发掘拥有前沿技术和规模化应用潜力的创新企业，助力港投公司生态圈可持续扩展与协同 发展。" 隐山资本专注于包括中国在内的亚洲地区的现代物流服务、数智供应链、新能源以及物流科技等领域， 在为被投企业提供资金支持外，还借助普洛斯丰富的应用场景和生态资源，助力被投企业实现业务增长 和国际化发展。截至2025年6月30日，隐山资本已投资超过110家企业，总投 ...

普洛斯中国区首席战略官、隐山资本董事长及管理合伙人东方浩表示："隐山资本将凭借在物流供应 链、人工智能、机器人技术以及可再生能源等新经济领域中积累的深厚产业洞察，发掘拥有前沿技术和 规模化应用潜力的创新企业，助力港投公司生态圈可持续扩展，并取得协同发展。" 隐山资本是亚太领先的私募股权投资机构，聚焦中国和亚洲的现代物流服务、数智供应链、新能源以及 物流科技等领域，不仅为被投企业提供资金支持，更依托普洛斯丰富的应用场景和生态资源，支持其业 务成长和国际化发展。截至2025年6月30日，隐山资本已向超过110家企业投出约165亿元人民币，涵盖 从早期、成长期到退出阶段的投资组合，致力于推动技术创新和运营效率提升。 12月9日，普洛斯旗下私募股权投资平台隐山资本宣布获得香港投资管理有限公司(下称"港投公司")委 托管理3亿港元基金。该基金属于香港特别行政区政府"新资本投资者入境计划"下"投资组合"2025资金 组别，将投向早期阶段、具有高增长潜力的企业。 港投公司成立于2022年，旨在整合香港特区政府的投资活动，总资产规模达640亿港元，并与外部基金 管理人合作设立多只基金，专注于创新和技术发展领域的投资。港投公司 ...

Core Viewpoint - The Chinese wind power casting industry is experiencing significant development opportunities due to the acceleration of global energy transition and the booming wind power industry, with a strong correlation between market size and new installed wind power capacity [1][15]. Industry Overview - Wind power castings are specialized castings used in wind turbines, accounting for approximately 10% of the total cost of wind turbines, with demand steadily increasing as the wind turbine industry grows [3][9]. - The industry has seen substantial advancements in technology, production capacity, and product quality, establishing China as a dominant force in the global wind power casting supply [1][15]. Market Size and Growth - The market size of China's wind power casting industry is projected to reach 20.64 billion yuan in 2024, representing a year-on-year growth of 13.16%, and is expected to grow to 23.37 billion yuan by 2025 [1][15]. - The global wind power casting market is anticipated to reach $4.482 billion in 2024, with a year-on-year growth of 8.61%, and is expected to increase to $5.158 billion by 2025 [14]. Production Capacity - China's wind power casting capacity is expected to grow from 2.02 million tons in 2021 to 2.69 million tons in 2024, with a compound annual growth rate of 10.02%, and is projected to reach 2.91 million tons by 2025 [16]. Key Enterprises - Major companies in the Chinese wind power casting industry include Jixin Technology, Riyue Heavy Industry, Hongde Co., and Haomai Technology, among others, which have established significant market positions through technological advancements and production capabilities [2][17]. - Jixin Technology focuses on manufacturing components for large wind turbines and has reported a revenue increase of 27.33% for its main products in the first half of 2025 [18]. - Riyue Heavy Industry has a production capacity of 700,000 tons of castings and has seen a revenue increase of 66.06% for its ductile iron products in the first half of 2025 [19]. Industry Trends - The industry is moving towards large-scale and lightweight casting development to meet the demands of high-capacity wind turbines, with a focus on optimizing structural design and using new high-strength materials [20]. - Innovations in materials and casting processes are driving technological upgrades, enhancing the mechanical performance and fatigue life of castings [21]. - The integration of smart manufacturing and green production practices is becoming a core development direction, aiming to improve efficiency and reduce environmental impact [22].

风能作为技术成熟、环境友好、规模化应用潜力巨大的可再生能源，如今已成为全球能源转型的主力 军。 中国可再生能源学会风能专业委员会秘书长秦海岩近期对《华夏时报》记者表示，能源是人类生存发展 和过上美好生活的根基，人均能源的使用量某种程度上代表了一个国家的经济发展和人民的生活水平。 很多国家已经将大力开发风电作为其推动能源转型、实现能源独立和安全的重要举措。摆在我们面前有 一条新的道路，那就是开发利用可再生能源来实现可持续发展。 风电装机提速 经过多年发展，中国已跃升为全球风电强国，在技术、规模、海上风电开发、数字化应用与产业链供应 链等方面引领世界。 风电成本的持续下降，让其成为全球能源市场的"性价比之选"。根据国际可再生能源署的分析，2024年 投产的所有可再生能源项目中，超过90%的发电成本已经低于最便宜的新型化石燃料能源。相比而言， 不久前太阳能成本还是化石燃料的四倍，而现在则便宜41%，海上风电成本便宜53%。 相关数据显示，2004年，中国风能产业属起步阶段，累计装机容量不足100万千瓦，仅占全球总装机的 1.2%，风电装备基本依赖进口。2014年中国风电累计并网容量突破1亿千瓦，占全球风电装机的27 ...