中新网沈阳5月27日电 (记者 赵桂华)5月27日，记者在位于沈阳新民市的金风科技发电机及相关配套产 业示范项目建设现场看到，到处呈现着热火朝天的繁忙景象，这是中国风能风电龙头企业在东北布局的 首个核心部件项目。目前正在进行土地平整、强夯地面、打桩机等基础施工，预计今年10月投产，届时 将填补辽宁省风电发电机产业空白，为沈阳市打造东北地区重要风电产业装备中心提供有力支撑。 关于新能源设备制造方面的项目，除了上述提到的项目之外，还有总投资21亿元的中国电建新型塔筒绿 色制造基地及风机齿轮箱生产基地项目，新建塔简生产线4条、齿轮箱生产线2条，投产后将年产塔筒 500套、齿轮箱750套。 风光发电是指利用风能和太阳能的互补性进行发电的可再生能源系统。相关资料显示，当前我国风光发 电总装机量已超过火电，成为电力结构主导。特别值得一提的是，新民市已建和在建的风光发电项目也 不在少数。 因地制宜，新民市在风能丰富的河西地区发展风力发电项目。集中式风电项目储备3个，总投资60亿 元，总装机容量60万千瓦；竣工1个，为中电建150兆瓦集中式风电项目，每年可向电网提供绿色电能 4.1亿千瓦时。分散式风电项目在建2个，义元新民市 ...

日前，中国航发燃机"太行2"纯氢燃气轮机首台机组，已在山东泰和科技股份有限公司累计运行突破7000小 时，第二台机组也已累计运行突破5000小时，标志着2MW级纯氢燃气轮机商业化运行取得成功。 中国航发2MW级纯氢燃气轮机连续稳定运行时长创新高 低空经济发展催生无人机"飞手"职业走热 随着低空经济日渐发展，无人机"飞手"已经成为一个新兴的热门职业。中国民航局数据显示，截至2024年6 月，全国实名登记的无人机驾驶员执照超22.5万本。另据民用无人驾驶航空器综合管理平台显示，中国现有 无人机"飞手"培训机构2000余家。根据现有市场信息，飞手的薪资水平因经验、地区和具体工作内容的不同 而有所差异，如果是经验丰富的"老手"，多者可达每年二三十万元人民币甚至更高一些。 深圳成立首个药械产业出海联合体 5月24日，深圳市首个药械产业出海联合体在深圳药械产业出海"双百行动"启动仪式上宣告成立，由生产企 业、专业服务机构、行业协会等组成联合体，通过搭建深圳本土药械企业与全球市场的对接平台，打造药械 出海加速器，共同拓展海外市场。 我国海洋经济总量首次突破10万亿元 自然资源部发布的数据显示，2024年我国海洋经济呈现强劲 ...

润泽科技「回款难」，资金压力大致使其收缩采购规模 润泽科技正面临回款困境与项目交付难题，其合作的政务云及运营商前期对算力需求旺盛，大规模推进采 购计划，但在项目资金安排上，要求润泽科技垫资建设，致使润泽科技资金压力骤增。 目前，其合作对象因面临审计监督等原因，暂缓相关款项支付，但这些合作方仍持续催促润泽科技按合同 约定交付算力资源。双方因资金支付与业务交付的问题陷入僵局，影响了润泽科技的资金周转和经营效 益。 资金压力下，润泽科技近期收缩了采购规模并且暂缓了新项目的扩张。作为算力市场重要的采购主体，其 采购量的减少，致使下游经销商面临出货压力，许多经销商都在降价，以求套现离场。 润泽科技曾挖角大厂技术专家担任CTO，开展算力新业务 润泽科技曾尝试布局算力云平台业务，投入半年时间后，因业务复杂度超出预期而终止。期间，润泽科技 从某大厂引入资深技术专家担任CTO，以期推动业务发展。然而，受制于技术、市场及运营管理等多重因 素，该业务已于数月前停止运营。 窗口指导文件有三个核心 320号（窗口指导文件）只下发到了省级发改委，然后再通过电话向下传达。 窗口指导文件有三个核心： 1、根据机架数量划分为3000架以上、1 ...

2025年1-4月全国风电新增装机19.96GW，同比增长18.5%;全国太阳能新增装机104.93GW，同比增长 74.6%;全国火电新增装机12.98GW，同比增长41.5%。2025年1-4月全社会用电量31566亿千瓦时，同比 增长3.1%4月光伏装机同环比均实现高增长，5月光伏装机有望延续高增态势。 4月风电、太阳能新增装机分别为5.34GW.45.22GW，同比增速分别为298.7%、214.7%，环比增速分别 为0.0%、123.3% 中国银河（601881）证券发布研报称，十四五收官之年能耗目标考核有望催化绿电需求，同时新能源可 持续发展价格结算机制建立后行业未来的收益预期更为明朗，建议把握板块拐点性机会。火电方面，近 期煤价急速下跌有望扭转市场对于火电2025年悲观的基本面预期，建议关注市场煤敞口大，且布局25年 年度长协电价下调幅度较小区域的企业。水核方面，利率下行周期中，红利属性较强的水电、核电具备 长期配置价值，同时核电还具备较高的远期成长性加持。 中国银河证券主要观点如下： 国家能源局和国家统计局发布了电力工业统计数据以及能源生产情况 4月水核发电量增速下降，风光发电量增速加快 4月 ...

下一步，重庆市经济信息委与新疆维吾尔自治区发展改革委将认真贯彻落实两地政府全面深化战略合作 框架协议，持续推进各项重点工作任务落地见效。一是完善深化能源及电力合作的工作机制，每年明确 合作目标，加强监测分析，定期通报工作推进情况；二是加强绿电交易、跨区电力互济等方面工作，全 力做好2025年迎峰度夏期间(6—9月)"疆电"送渝电力电量，最大限度用足用好电力通道；三是两地电力 公司和电力交易中心加快完成度夏期间"疆电入渝"交易组织，确保度夏期间疆电平稳入渝；四是继续推 进"疆煤入渝"合作，抓好铁路运力综合协调，确保年度目标任务完成。(记者佘振芳；见习记者侯月) 随着"疆电入渝"特高压直流工程及配套电源项目建设的有序推进，预计今年6月，该工程将逐步建成投 运，全面开启两地电力合作新篇章。预计2025年"疆电入渝"规模将超过80亿千瓦时、2026年超过360亿 千瓦时。 近日，重庆市经济信息委与新疆维吾尔自治区发展改革委在乌鲁木齐市召开"疆渝"电力合作工作座谈 会，双方通报了近年来"疆渝"电力合作情况和今后两地在电力、煤炭等领域合作的意见建议。 近年来，疆渝两地进一步深化电力合作，2017年开启"疆电入渝"合作以来 ...

Core Points - The Hami-Chongqing ±800 kV UHVDC project is a significant infrastructure initiative aimed at transmitting clean energy from Northwest China to Chongqing, covering a distance of approximately 2,290 kilometers and passing through five provinces [2][4] - The project boasts a high proportion of renewable energy, with over 70% of its 14.2 million kW capacity coming from wind, solar, and thermal sources, setting a new record for similar projects [3][4] - Upon completion, the project is expected to deliver 36 billion kWh of electricity annually to Chongqing, significantly reducing coal consumption and CO2 emissions [4] Investment and Economic Impact - The Hami UHVDC project has an investment of 28.6 billion yuan, which has stimulated over 100 billion yuan in upstream and downstream investments, creating more than 40,000 jobs [8][9] - The project is fostering the growth of the renewable energy equipment manufacturing industry in Hami, with local production of wind power equipment contributing to a 20 billion yuan increase in the output value of the power transmission and transformation equipment manufacturing sector [9] - The establishment of a comprehensive industrial chain from research and development to operation and maintenance is being facilitated by the project, promoting a green economy in the region [9] Technological Innovations - The project employs advanced technologies to address extreme weather challenges, including a new double-arm support technology that enhances wind resistance by 50% and improves construction efficiency [5][6] - The use of domestically produced ±800 kV converter transformers, with a capacity of approximately 400,000 kW each, highlights the project's commitment to local manufacturing [7] Future Developments - The project is part of a broader strategy to transform Xinjiang into a national energy security base, with plans for additional UHVDC and AC transmission channels to further leverage the region's resource advantages [9]

证券代码：000591 证券简称：太阳能 公司专注于太阳能综合应用，致力于光伏电站、光伏制造两大 主营业务。2024 年公司实现营业收入 60.39 亿元，归属于上市公司 股东的净利润 12.25 亿元，截至 2024 年 12 月底，公司总资产为 489.84 亿元。其中，光伏电站板块销售收入 43.33 亿元，占公司总 收入的 71.75%，太阳能产品销售收入 16.82 亿元，占公司总收入的 27.85%。2024 年，公司运营电站约 6.076GW、在建电站约 2.081GW， 公司运营电站规模较 2023 年度增加 1.402GW。 2、光伏装机量的增速预期？ 答： 2025 年末，公司投运、在建、拟建电站及签署预收购协议的电 站总规模力争超过 13.6 吉瓦。 3、公司 2024 年利用小时数情况如何？ 答： 中节能太阳能股份有限公司 投资者关系活动记录表 编号：2025-06 | | ☑特定对象调研 □分析师会议 | | | | | --- | --- | --- | --- | --- | | 投 资 者 关 系 活 动 类 | □媒体采访 □业绩说明会 | | | | | 别 | □新闻发布 ...

Core Insights - Shandong High-Speed Group and Huawei signed a strategic cooperation agreement to develop a "green computing + clean energy" model [1][2] - Shandong High-Speed Group will focus on "green computing" and "clean energy" industries, with Shandong High Holdings as the main entity for this collaboration [1] - The partnership aims to support projects in zero-carbon smart parks, vehicle-road collaboration, intelligent driving, and large models, contributing to the national "integrated computing network" initiative [1] Company Developments - Since the second half of 2021, Shandong High Holdings has been transforming its business structure from short-term debt investments to emerging industry investments, focusing on integrated computing as its core competency [2] - By December 2024, Shandong High Holdings increased its stake in Shandong High New Energy from 43.45% to 56.9%, enhancing its position in the renewable energy sector [2] - In 2023, Shandong High Holdings strategically invested in Century Internet, becoming its largest institutional shareholder, aiming to build an innovative ecosystem of "green electricity + computing" [2] Future Outlook - Shandong High Holdings aims to be not just an investor but also a builder of industrial ecosystems, focusing on the synergy between "green electricity" and "computing" [2] - The collaboration with Huawei is expected to strengthen Shandong High Holdings' advantages in the integrated computing field [2]

Core Viewpoint - The Ministry of Transport is focusing on the integration of clean energy into the transportation sector, aiming to reduce carbon emissions and enhance energy efficiency through various initiatives and infrastructure developments [1][2]. Group 1: Infrastructure Development - The Ministry plans to utilize land around highways, service areas, and monitoring centers for the development of clean energy projects, including the construction of near-zero carbon hubs and ports [1]. - There are over 890,000 kW of installed clean energy capacity in national transportation infrastructure, with 35,000 charging piles and approximately 51,000 charging parking spaces established [1]. - The electrification rate of national railways has reached 75.3%, and the proportion of new energy city buses has reached 77.6% [1]. Group 2: Policy and Strategic Goals - A guideline was issued in April 2023, aiming to establish a collaborative mechanism for the integration of transportation and energy by 2027, with a target for electricity to account for 10% of the transportation sector's final energy consumption [1][2]. - The Ministry emphasizes the importance of planning and policy coordination, expanding application scenarios, promoting new energy equipment, and increasing technological research and development [2]. Group 3: Emission Reduction Focus - The transportation sector is the third-largest source of carbon emissions in China, with road freight being the primary energy consumer and carbon emitter, relying heavily on fossil fuels [2]. - The transition to new energy vehicles is crucial, although replacing fuel vehicles entirely will take a significant amount of time [2][3]. - Future initiatives will include promoting clean energy projects in the electricity market and supporting the development of new energy heavy-duty trucks and clean energy vessels [3].