" 中国 未来的 方略主要有几点 ：更加开放，更加平衡，更加市场化。" 以上是中国首席经济学家论坛理事 刘煜辉 在今 天（4月20日）宁波银行私人银行投资策略会中分享的 最新观点。 对于所有事件的分析，都要结合背景回到最底层的目标，去解构其行为逻辑。 "从逻辑上推演，我坚定相信，只有'东升西落'，中或最赢，没有其他结果。 " 刘煜辉用了近两个小时，将特朗普发动的这场仅仅一个星期就已经"到顶"的关税战进行了详细梳理。 "美联储代表的是犹太资本和金融资本利益，而犹太金融资本在西方意识形态中一定占据左翼，而不是 右翼。 所以，在左右翼资深对决的时代背景下，去看在美元资产遭到巨大抛售、美元信用受到危机时，美联储 仍然采取袖手旁观的态度，是可以理解的。" 从大背景来看，刘煜辉表示这是美西方一场史无前例的"党争"。 特朗普作为西方政治规则下的政治人物，其真实有效的政治时间可能只有一年半，因此， 他的第一性 目标是通过"关税战"向选票基本盘展现承诺，以及巩固权力，并在中选前证明他所代表的右翼势力在美 国权力系统中已经站稳脚跟。 但是，刘煜辉强调，真正决定社会走向的是其背后的资本意志。 因此，从第一性原理角度出发，最终还是要 ...

智通财经4月12日电，当地时间11日，匈牙利总理欧尔班表示，欧盟和乌克兰拟通过切断俄罗斯天然气 过境运输，将匈牙利和斯洛伐克卷入战争。在此背景下，"土耳其溪"天然气管道对匈牙利能源安全至关 重要。匈牙利将坚定维护自身利益，而土耳其是匈牙利的重要合作伙伴。 匈牙利总理："土耳其溪"对匈能源安全至关重要 ...

Core Insights - The discovery of a 100 million ton oil field near Shenzhen is a significant breakthrough for the energy sector, potentially alleviating energy pressure and stimulating regional economic development [1][2]. Exploration Journey - The exploration team invested considerable time and effort to locate the oil field, overcoming complex geological conditions using advanced exploration technologies [3][4]. Economic Impact - The development of the oil field is expected to generate substantial economic benefits, creating numerous job opportunities in extraction, transportation, and related services, while also promoting the growth of upstream and downstream industries [5][7]. Environmental Considerations - Environmental protection is crucial during the development process, necessitating the use of advanced eco-friendly technologies to minimize ecological impact and ensure the local ecosystem remains balanced [8][9]. Future Outlook - The accelerated development of the oil field is anticipated to make significant contributions to both local and national energy needs, potentially driving technological innovation and upgrading the oil-related industry [10][11].

数据显示，2024年全球储能锂电池出货量同比增长超55%，电力/户用/工商业储能锂电池2024年出货量分别同比增长超+70%/+25%/+40%。其中电 力储能锂电池占比为88%，也是增长最快的细分领域。 2024全球表前锂电储能系统装机为63GW/165GWh，同比增长+61.5%/77.4%。市场增长的主要驱动力来自于：中国新能源消纳需求、美国电网对 储能系统需求增加、欧洲绿色能源转型以及能源安全保障需求、跨国电网互联互通需求。 ——The End—— 本文来源：储能技术派 。 本公众号所发表内容注明来源的，版权归原出处所有（无法查证版权的或未注明出处的均来源于网络搜集），如有侵权请及时联系删除。转载 内容只以信息传播为目的，仅供参考，不代表本号认同其观点和立场。内容的真实性、准确性和合法性由原作者负责。 鑫椤资讯成立于2010年，主要服务于炭素、锂电、电炉钢3大行业，是中国专业产业研究和顾问公司。鑫椤资讯以研究为中心，提供数据库、产业前瞻预测、战略咨询 和媒体宣传等服务。 -广告- 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤储能 资讯~ 目前，布局储能系统集成业务的上 ...

2月27日，国家能源局发布的《2025年能源工作指导意见》指出，2025年能源供应 保障能力、绿色低碳转型以及发展质量效益三方面主要目标和21项年度重点任务。 以下为原文 国家能源局关于印发《2025年能源工作指导意见》的通知 国能发规划〔2025〕16号 各省（自治区、直辖市）能源局，有关省（自治区、直辖市）及新疆生产建设兵团发展改 革委，各派出机构，有关中央企业： 为深入贯彻落实党中央、国务院有关决策部署，扎实做好2025年能源工作，持续推动能 源高质量发展，我局研究制定了《2025年能源工作指导意见》，现印发给你们，请结合 实际做好相关工作。 国家能源局 2025年2月27日 坚持以习近平新时代中国特色社会主义思想为指导，全面贯彻落实党的二十大和二十届二 中、三中全会精神，坚持稳中求进工作总基调，完整准确全面贯彻新发展理念，加快构建 新发展格局，以更高标准践行能源安全新战略，加快规划建设新型能源体系，持续提升能 源安全保障能力，积极稳妥推进能源绿色低碳转型，依靠改革创新培育能源发展新动能， 务实推进能源国际合作，高质量完成"十四五"规划目标任务，为实现"十五五"良好开局 打下坚实基础，有力支撑中国式现代 ...

Financial Data and Key Metrics Changes - For the full-year 2024, Excelerate Energy delivered record adjusted EBITDA of $348 million, exceeding the high end of guidance [10] - Net income for 2024 was $153 million, reflecting a 21% increase year-over-year [10][29] - Total debt, including finance leases, was $696 million, with cash and cash equivalents of $538 million, resulting in net debt of $158 million [30][31] Business Line Data and Key Metrics Changes - The earnings growth was attributed to successful recontracting of FSRUs at elevated market rates and optimization of the core regasification business [11] - The company recorded a reliability of 99.9% across its fleet for the full year, marking the highest reliability in its history [13] Market Data and Key Metrics Changes - The supply/demand balance for FSRUs is expected to remain tight due to ongoing geoeconomic uncertainties, particularly in Europe [19][62] - The company delivered 272 cargoes of LNG in 2024, averaging about 2.5 billion cubic feet of natural gas per day [16] Company Strategy and Development Direction - Excelerate Energy aims to expand its fleet and invest in core regasification while pursuing strategic initiatives for value creation [18][24] - The company is focused on broadening its market presence through investments in LNG import terminals and complementary downstream infrastructure [24][25] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strength of the core business and the ability to capture LNG supply optimization opportunities for 2025 [35] - The anticipated tightness in the supply/demand balance for FSRUs is expected to drive demand for LNG imports, particularly in Europe [62] Other Important Information - The company announced a quarterly cash dividend of $0.06 per share, consistent with previous dividends [33] - A $50 million share repurchase program was fully utilized, with plans to consider new authorizations in the future [32][80] Q&A Session Summary Question: Insights on 2025 adjusted EBITDA guidance - Management indicated that the guidance does not include other growth opportunities outside of the FSRU fleet [44] Question: Details on the LNG carrier acquisition - Management is assessing multiple vessels for acquisition, focusing on near-term needs for cargo optimization [47] Question: Financial outlook for 2025 maintenance CapEx - All maintenance CapEx for 2025 is expected to be capitalized, with specific amounts guided [52] Question: Updates on Vietnam and Alaska projects - Management remains optimistic about opportunities in both regions, with ongoing discussions [73][70] Question: Stock repurchase plans - Management is pleased with the previous repurchase program and is considering future options for returning value to shareholders [80] Question: LNG optimization during Q4 - Two LNG optimization deals contributed positively to the fourth-quarter results, with expectations for continued optimization in 2025 [84]