2025年《财富》创新论坛将于11月17日至18日在马来西亚吉隆坡举办，汇聚全球行业领袖与前瞻性创新 者，直面时代变局，共谋破局之道。 全球经济正经历一场深刻的结构性变革。地缘政治裂痕、保护主义浪潮与疾速迭代的人工智能革命，正 合力瓦解传统同盟、冲击市场基石、重写商业世界的竞争法则。与此同时，人工智能与机器人技术的集 群式突破，正在彻底重塑我们的工作范式。 当此变局，本届论坛以"驭变谋新：后全球化世界的制胜之道"为主题，汇集300余位全球商界领袖、投 资精英与政策制定者，共同探索战略新范式，缔结跨界新联盟，在地缘政治、贸易往来、能源转型、可 持续发展、粮食安全、人工智能、教育改革、人才培育、医疗创新、金融科技等前沿领域开创新机遇。 技术跃迁、数字革命与人工智能 教育革新、人才争夺与技能重塑 健康产业与全民福祉 未来金融的演进之路 最具影响力女性 有魄力的领导者正开辟新航道 -- 重构战略版图,缔结新 兴伙伴关系,在意想不到的领域抢占先机。 值此变局之际,《财富》创新论坛落地吉隆坡,汇聚全球 企业领袖、投资精英与政策制定者直面动荡,共谋破局 之道。 已确认演讲嘉宾 核心议题 地缘政治、贸易与投资新叙事 能源转型 ...

在能源变革指数得分中，中国排名全球第三，是排名前十的国家中唯一的发展中国家。 在本年度新增的能源变革速度评估 中，中国位列全球首位，这意味着中国成为目前世界上能源转型速度最快的国家。 论坛发布的数据显示， 截至9月底，我国新型储能装机规模突破1亿千瓦关口，占全球总装机的比重超过40%。 目前，我 国已为200余个国家和地区提了清洁能源产品和服务，"中国能源好物"清单也在论坛上发布，像中国生产的风电光伏产 品，仅过去一年就为全球减少二氧化碳排放约26.5亿吨。（丁雅妮 杨曜语） （来源：央视新闻 客户端 ） 2025年国际能源变革论坛今天（10月24日）在苏州举办，活动期间，《能源变革指数蓝皮书2025》等成果集中发布，指 数显示，我国已经成为推动全球能源转型的主力军。 论坛上，《能源变革指数蓝皮书2025》正式发布，从能源消费、能源供给等五个维度，全面评估了当前能源变革趋势和进 程。 ...

（原标题：中国工程院院士黄震：推动绿色航运发展，将航运业纳入全国碳市场） 21世纪经济报道记者雷椰 宜昌报道 10月23日，2025绿色能源发展大会（湖北宜昌）在宜昌城区举行。中国工程院院士黄震作主旨报告。 同时，要加快建设适合我国国情的绿色燃料标准与认证体系。特别是碳源，中短期内应将化工厂、火电 厂碳捕集纳入，这对我国能源安全和绿色转型尤为重要，为我国绿色燃料在国内国际应用提供有力支 撑。 "中国的能源绿色转型将为绿色航运提供可持续绿色能源，为推进绿色低碳高质量发展提供坚强支 撑。"黄震表示。 今年是"双碳"目标提出五周年，我国的能源转型取得了重要进展。 黄震在会上表示，这五年中，我国已经建成全球最完善、最大的新能源产业链，从上游的原材料生产到 中游的设备制造，再到下游的项目开发与运营，各个环节均具备较强竞争力，为能源转型提供了坚实产 业支撑。新能源汽车、锂电、光伏"新三样"等产业不断壮大。"双碳"目标引领下的战略性新兴产业日益 成为我国高质量发展的绿色引擎。 "随着未来可再生能源装机的不断增加，以新能源为主体的新型电力系统将由传统的'源随荷动'转向'荷 随源动'。"黄震认为，储能将成为能源转型中的一个不可 ...

Core Viewpoint - The construction of zero-carbon rural areas is essential for China's economic and social development, aligning with the "dual carbon" strategy and promoting national modernization and common prosperity [2]. Group 1: Importance of Rural Areas in Carbon Strategy - Rural areas play a significant role in China's "dual carbon" strategy, with rural carbon emissions accounting for nearly 30% of the national total, and per capita emissions exceeding those of urban residents [2][3]. - Improving the living standards and economic development in rural areas is crucial for promoting energy transition and reducing carbon emissions [2]. Group 2: Opportunities in Rural Development - The process of building zero-carbon rural areas presents numerous opportunities in sectors such as roads, housing, energy storage, microgrids, biomass, and renewable energy [3]. - The potential for investment in rural housing, including the installation of 2 billion kilowatts of photovoltaic systems, is estimated to exceed 4 trillion yuan, transforming rural areas from traditional agricultural producers to significant green electricity producers [3]. Group 3: Systematic Solutions for Zero-Carbon Future - A systematic approach is necessary to achieve the "livable rural zero-carbon future," as fragmented policies can lead to inefficiencies; collaboration across spatial, industrial, energy, and environmental dimensions is essential [3]. - An example of a successful project is the ultra-low energy consumption housing demonstration in Xing Sheng Village, which illustrates the potential for comprehensive planning and energy system integration [3]. Group 4: Enhancing Rural Housing and Energy - The transformation should leverage rural residents' core asset—housing—using energy as a key driver to enhance housing quality [5]. - The integration of photovoltaic systems, energy storage, and heat pumps can improve living conditions while generating stable green electricity income, thereby increasing the value of farmers' assets [5]. Group 5: Challenges and Future Prospects - Despite challenges such as aging population, unclear investment positioning, and cultural transformation, the historical trend towards rural development and energy revolution is unstoppable [5].

Core Insights - The 2025 International Energy Transformation Forum was held in Suzhou, showcasing China's role as a leader in global energy transition [1] - The "Energy Transformation Index Blue Book 2025" was released, assessing energy transformation trends across five dimensions [1] - China ranks third globally in the energy transformation index, being the only developing country in the top ten [1] - In the newly added assessment of energy transformation speed, China ranks first globally, indicating it is the fastest country in energy transition [1] Energy Storage and Emission Reduction - As of the end of September, China's new energy storage capacity exceeded 100 million kilowatts, accounting for over 40% of the global total [1] - China has provided clean energy products and services to over 200 countries and regions [1] - The "China Energy Good Products" list was released, highlighting that Chinese wind and solar products have reduced global carbon dioxide emissions by approximately 2.65 billion tons in the past year [1]

Core Viewpoint - The 2025 International Energy Transformation Forum showcased 60 representative energy products from China, highlighting advancements in renewable energy, nuclear technology, and smart energy applications, reflecting China's commitment to energy innovation and sustainability [2][3][5]. Group 1: Key Highlights of the Energy Products - The forum introduced a total of 60 energy products, including 36 core products such as "Hualong One" and perovskite photovoltaic modules, along with 24 solutions like integrated hydrogen systems and intelligent microgrids for industrial applications [2]. - The showcased products represent contributions from both state-owned and private enterprises, covering various sectors including wind power, solar energy, and nuclear power [2]. Group 2: Global Recognition and Impact - Attendees praised the rapid development of China's energy industry, noting its modernization through the application of digital technologies and artificial intelligence [4]. - The event highlighted China's role in providing a blueprint for global energy development, showcasing its technological innovations and practical applications in the energy sector [5]. - The energy products presented offer low-cost and easily implementable solutions for developing countries, addressing global energy governance challenges and enhancing international recognition of China's energy governance strategies [5].

Investment Rating - The report maintains a "Recommendation" rating for COSCO SHIPPING Specialized (600428) [1] Core Views - The company shows steady growth in Q3 performance, with a focus on the potential demand in the automotive and wind power sectors [1][6] - The company is expected to benefit from the expansion of its fleet and stable freight rates, leading to robust profitability growth in the short term [6] Financial Performance Summary - For the first three quarters of 2025, the company achieved total revenue of 16.6 billion yuan, a year-on-year increase of 37.9%, and a net profit attributable to shareholders of 1.33 billion yuan, up 10.5% year-on-year [6] - In Q3 2025, the company reported revenue of 5.84 billion yuan, a 27.9% increase year-on-year, and a net profit of 500 million yuan, a 6.6% increase year-on-year [6] - The company plans to deliver 53 new ships in 2025, increasing its capacity to 9.16 million deadweight tons, a 49% year-on-year growth [6] Revenue and Profit Forecast - Projected total revenue for 2024A is 16.78 billion yuan, with expected growth rates of 39.8% in 2024, 29.7% in 2025, 14.5% in 2026, and 6.8% in 2027 [2] - The forecasted net profit attributable to shareholders for 2024A is 1.53 billion yuan, with growth rates of 43.8% in 2024, 22.1% in 2025, 14.5% in 2026, and 9.3% in 2027 [2] Market Position and Demand Drivers - The company is positioned as a leader in specialized shipping, benefiting from the growth in marine economy and structural demand in downstream sectors such as new energy vehicles and wind power [6] - The report highlights the expected CAGR of 8.8% for global wind power installations from 2024 to 2030, with even higher growth rates for offshore wind [6] Valuation and Target Price - The target price for the company is set at 8.84 yuan, representing a potential upside of 22% from the current price of 7.22 yuan [2][6] - The report maintains profit forecasts for 2025-2027 at 1.87 billion yuan, 2.14 billion yuan, and 2.34 billion yuan respectively, corresponding to PE ratios of 11, 9, and 8 times [6]

王宏志是在当日于江苏苏州举办的2025国际能源变革论坛上作出上述表述的。此次论坛由国家能源局、 江苏省人民政府、国际可再生能源署（IRENA）共同主办。 自2015年发起以来，国际能源变革论坛已走过十年历程。"十年来，我国始终是世界绿色发展的坚定行 动派，可再生能源投资呈现阶梯式增长，风电光伏每年新增装机先后突破1亿、2亿、3亿千瓦关口。"王 宏志说，我国已构建起全球最大、发展最快的可再生能源体系，成为能源科技创新的引领者和策源地。 与此同时，我国坚定推动开放合作，构建起能源绿色低碳转型共赢的新模式。"十年来，我国始终是全 球能源转型的重要贡献者和可靠伙伴。"王宏志介绍，我国已与100多个国家和地区进行绿色能源项目合 作，助力全球风电和光伏发电项目平均度电成本分别下降60%和80%。我国生产的风电光伏产品，仅过 去一年就为全球减少二氧化碳排放约26.5亿吨，为全球绿色低碳转型作出重大贡献。 新华财经苏州10月24日电（记者安娜）我国坚定推动绿色发展。国家能源局局长王宏志24日表示，目 前，我国风光发电合计装机规模占全球风光发电总装机的近一半，新增装机规模占到全球的六成，可再 生能源发电装机占比提升至60%左右 ...

继2025年5月宣布在上述两个勘探区发现富含锂辉石的伟晶岩后，该公司最新的土壤采样和分析结 果证实了科锂矿的潜力。鲁比诺的含锂土壤带长约6公里，宽2.5公里，已发现多个具有潜力的地质带。 阿博维尔的采集样本显示锂元素含量较高，地质学家也在附近其他地区发现含有锂辉石的岩石碎片。 Atlantic Lithium计划继续进行测绘和岩石取样，以确定钻探活动。 锂是全球能源转型的战略性金属，全球对锂的需求持续增长，预计未来十年可能出现供应紧张。据 国际能源署(IEA)预测，到2035年，现有和已宣布的矿产项目开采量将难以满足预期需求，潜在缺口或 将达到40%左右。 （原标题：澳大利亚寻求合作伙伴进行科特迪瓦锂矿勘探） 据非洲财经信息通讯社10月20日报道，澳大利亚大西洋锂业有限公司（Atlantic Lithium）于当日宣 布，其位于科特迪瓦鲁比诺（Rubino）和阿博维尔（Agboville）的勘探区发现锂土壤异常现象，目前正 考虑寻求合作伙伴，以加快两个项目的研究工作。 ...

Group 1 - The rise of trade protectionism and unilateralism is impacting the energy sector, particularly hindering the development of hydrogen and green energy, necessitating China's commitment to green energy and international cooperation [1] - China has made significant contributions to the development of hydrogen energy, positioning itself as a global leader in hydrogen technology research, application, and international cooperation [1][2] - The "Hydrogen Industry Development Mid-Long Term Plan (2021-2035)" was issued in 2022, establishing a clear direction for hydrogen industry development, which was later reinforced by its inclusion in the Energy Law of the People's Republic of China [1] Group 2 - China's hydrogen energy technology has advanced from laboratory research to industrial application, with the country leading globally in terms of technology comprehensiveness and advancement [2] - The entire hydrogen energy industry chain in China is currently the most complete in the world, with significant progress in the transportation sector driven by policy support and cost reduction efforts from fuel cell manufacturers [2] - The cost of hydrogen fuel cell buses has significantly decreased from $1.8 million in 2003 to below $500,000, showcasing the potential for commercial viability in the hydrogen sector [2]