中青报·中青网记者 李悦 除夕前夕，南非西开普省旷野深处，细沙在荒原上翻卷，工地板房在风中"咯吱"作响。远处，风机叶片 缓缓转动，成片光伏板在荒原上铺展开来。这里距离开普敦市区200多公里，是目前全球在建规模最大 的风光储混合并网项目之一，南非奥亚混合能源项目的施工现场。 "在这样的时间点，中国同事还在现场坚持工作，这让我十分钦佩。"一位外籍员工对中青报·中青网记 者说。这份认可，来自项目在推进中逐渐建立起来的信任。 "既然干，那就竭尽全力把它干好" 在这片远离城市的旷野上，春节并未让工程按下暂停键。 "混合型可再生能源项目不能随意停摆。对我来说，春节已经变成了一个工作节点。"项目经理巨大飞 说。 除夕当天上午，项目照常开展班前五分钟安全教育和现场巡检。他在施工区查看风机基础、光伏支架和 储能设备的安装进度，逐项确认施工状态。晚上，工地食堂准备了饺子，大家一边吃饭，一边与家人视 频连线，共同迎接新春的到来。 巨大飞已经多年没有在国内过春节，不过现在，"和来自不同国家的同事一起坚守岗位，这种跨文化协 作的经历，也让我觉得这份工作很有意义"。 同样坚守海外一线7年的，还有项目副经理董继卓。如今，项目正处在关键阶段 ...

2026年开年，什么资产最疯狂？不是黄金，而是白银！ 如果你还只盯着金价看，那你可能已经错过了这一轮贵金属市场最猛烈的行情。继2025年白银价格狂飙175%之后，2026年的白银不仅没有停下脚步，反而 以更"脱缰"的姿态创下历史新高 。 在深圳水贝，投资者们正在抢购一种"新贵"——投资银条；在工厂里，生产线甚至为了它连夜赶工。今天，我们就来深度聊聊，站在当前的历史高位，投资 银条究竟还有没有价值？ 现货白银价格在2026年1月下旬一举突破117.00美元/盎司，创下历史新高 。如果把这个数字拆解开来，会更震撼：这个价格是2020年低点（11.23美元）的整 整10倍 。 白银的涨势有多凶猛？来看一组直观的对比。根据得物App的数据，在近一周的时间里，投资银条价格飙涨了41% 。作为对比，投资金条的涨幅仅为8.5%。 这意味着，白银的涨幅是黄金的4.8倍 。 在深圳水贝零售市场，1000g的投资银条价格已经高达30860元 。而在央视财经的镜头下，一公斤的标准投资银条，在2025年9月价格刚破1万元，不到4个月 就突破了2万元 。价格的持续拉升，让原本主打首饰生产的工厂也不得不调整策略，加班加点将银条生产从"副 ...

第四，俄罗斯被迫削减石油产量。在出口遭遇严重阻碍的情况下，俄罗斯只能优先消化国内滞留的原 油，导致生产能力也受到压缩。数据显示，俄罗斯目前每天大约有450万桶原油用于出口，但吕斯塔德 能源公司预测，在未来几个月内，俄罗斯的原油日产量可能会减少30万桶。由于石油收入的大幅下降， 克里姆林宫不得不提高增值税等税收手段以填补财政缺口，同时还需依赖国内银行贷款来缓解预算压 力。若这种状况持续下去，俄罗斯不仅面临着经济崩盘的风险，其在乌克兰的军事行动也将受到影响。 军事专家指出，若财政压力持续半年至一年，普京政府可能不得不降低军事行动强度，甚至影响俄乌和 谈进程。 俄罗斯的石油神话正面临严峻考验，其石油出口正遭遇前所未有的危机。多年来，俄罗斯经济的支柱之 一便是石油和武器的出口，但自俄乌冲突爆发以来，俄罗斯的武器出口不仅遭遇产能限制，国际局势的 变化也加剧了下滑趋势。如今，俄罗斯的石油神话也开始漏气，深陷多重困境。 首先，最大买家印度减少采购。俄乌冲突爆发后，印度迅速成为俄罗斯石油的最大买家，然而近期，印 度为了与美国达成贸易协议，开始大幅削减从俄罗斯的石油进口。根据数据显示，印度的俄罗斯原油进 口量已经从去年的170 ...

Core Viewpoint - BHP reported strong financial growth for the first half of FY2026, driven by soaring copper prices and record production from core mining areas, with a significant shift in business structure as copper has overtaken iron ore as the main profit driver [1][2] Financial Performance - The company achieved a base profit of $6.2 billion, a 22% year-on-year increase, surpassing market expectations of $6.03 billion [1] - Revenue grew by 11% to $27.9 billion, while net profit attributable to shareholders rose by 28% to $5.64 billion [1] - A mid-term dividend of $0.73 per share was announced, nearly a 50% increase from $0.50 in the same period last year, maintaining a high payout ratio of 60% [1] Business Structure and Strategy - Copper business, including by-products, generated operating profit of $7.95 billion, accounting for 51% of total group profit, with an average copper sales price increase of 32% year-on-year [1][2] - The iron ore business achieved a record half-year production of 146.6 million tons but contributed $7.5 billion in profit, marking a strategic milestone in BHP's transition towards future-facing commodities [2] Capital Management and Future Outlook - BHP announced a significant capital operation, agreeing to sell its silver production rights at the Antamina mine in Peru for $4.3 billion, unlocking over $6 billion in cash through asset monetization [2] - The company expressed cautious optimism regarding the global macro environment, particularly in China, which is expected to support commodity demand [2] - Despite ongoing inflationary pressures and supply chain challenges, BHP anticipates maintaining its competitive advantage due to its low-cost, high-quality asset portfolio [3]

伦敦时间2月12日晚，英国能源学会（Energy Institute）将2026年度主席奖（President's Award）授予远景科技集团董事长张雷，以表彰其在全球能源转型中 展现的卓越领导力与变革性贡献。张雷是该奖项创立以来的首位企业家获奖者，标志着中国新能源"文明级"输出获得全球认可。 本届主席奖颁奖资料显示，远景主导了多项全球最具创新性的可再生能源系统创新——涵盖智能风机和储能、AI电力系统、全球领先的绿色氢能技术，以 及零碳产业园等开创性实践。远景始终以"为人类可持续未来解决挑战"为使命，持续推动亚洲、欧洲、中东及美洲等多个经济体的深度脱碳进程。 颁奖典礼于伦敦国际能源周期间举行。能源学会主席安迪·布朗在现场致辞时表示："张雷凭借卓著的远见与领导力，已成为全球能源领域的领军人物。在他 的带领下，远景通过构建全球领先的AI电力系统，不仅为全球能源转型提供了可复制、可规模化的解决方案，更为应对全球气候挑战、构建人类可持续发 展的未来做出了卓越贡献。" "我们正站在文明发展的关键时刻。人工智能正将人类推向一个全新的能源需求时代。面对能源需求倍增和化石能源导致气候危机的双重挑战，如何支撑文 明的永续繁荣 ...

Core Viewpoint - The transformer industry is experiencing significant growth driven by the increasing demand for high-performance transformers due to the rapid expansion of AI computing infrastructure and data centers [1][7][12]. Industry Overview - The transformer has been a core component of the power system since the 19th century, essential for generation, transmission, distribution, and end-use [1]. - The global data center market is projected to grow from $242.72 billion in 2024 to $584.86 billion by 2032, highlighting the critical role of transformers in power supply for data centers [7]. - The U.S. faces a supply gap of 30% for power transformers and 6% for distribution transformers, with 80% of power transformers and 50% of distribution transformers expected to be imported in the future [7][8]. Company Profile: Igor Electric - Igor Electric is a global supplier of power equipment and solutions, focusing on various sectors including renewable energy, data centers, and industrial control [2][3]. - The company has established a presence in over 60 countries and regions, with a market share of 2.2% in the global medium-voltage transformer sector, ranking second among Chinese suppliers [2]. - Igor's revenue from transformer products consistently accounts for over 70% of total revenue, with a notable increase in the share of renewable energy products from 54.0% in 2023 to 58.6% in the first three quarters of 2025 [3][6]. Financial Performance - Igor's revenue for 2023, 2024, and the first three quarters of 2025 was approximately 3.616 billion, 4.602 billion, and 3.769 billion RMB respectively [3][6]. - The revenue share from data center products increased from 1.4% in 2023 to 2.6% in the first three quarters of 2025, indicating a strategic shift towards high-growth areas [4][6]. Global Supply Chain and Market Dynamics - The global transformer supply chain faces structural bottlenecks, with new capacity typically taking 1-2 years to come online, leading to extended delivery times of 115-130 weeks for large transformers [8]. - The global transformer market is expected to grow from 306.3 billion RMB in 2020 to 420 billion RMB in 2024, with a compound annual growth rate (CAGR) of 8.2% [8]. - The renewable energy transformer market is projected to grow from 24.5 billion RMB in 2020 to 70.6 billion RMB in 2024, with a CAGR of 30.3% [8]. Strategic Positioning - Igor's deep localization strategy and continuous product optimization have enhanced delivery certainty and market responsiveness [12]. - The company is well-positioned to capitalize on the dual drivers of global energy transition and AI computing infrastructure, aiming to strengthen its capital base and accelerate global capacity collaboration and technological innovation [12].

Core Viewpoint - The energy storage market is expected to experience a slowdown in growth by 2026 due to policy adjustments in major economies, but government tenders and support measures will continue to drive large-scale and distributed energy storage projects, ensuring long-term market growth remains strong [1][3]. Group 1: Global Energy Storage Market Overview - In 2025, global energy storage installations are projected to exceed 100 GW for the first time, representing a 43% year-on-year increase, indicating rapid industry expansion and growing investment attractiveness [3]. - As of now, the total global energy storage capacity is approximately 270 GW, with expectations to reach 1545 GW by 2034, highlighting energy storage as a key element in global energy transition [3]. Group 2: China's Dominance in Energy Storage - By 2025, China will maintain its leading position in global energy storage deployment, accounting for 54% of the total global capacity, driven by renewable energy development goals and strong domestic manufacturing capabilities [5]. - From 2025 to 2034, China is expected to contribute around 50% of the global new energy storage capacity, maintaining its dominance across the entire supply chain [5]. Group 3: U.S. Energy Storage Market Dynamics - The U.S. energy storage capacity is projected to grow by 53% in 2025, although policy challenges remain significant, particularly due to supply chain restrictions imposed by the "Inflation Reduction Act" [5]. - Approximately 12% of existing energy storage systems in the U.S. will require expansion, creating a new market segment expected to grow significantly in the coming years [5]. Group 4: Emerging Markets and Regional Developments - In 2025, Europe is expected to see a 160% year-on-year increase in new installations, with Germany leading in distributed storage and the UK in large-scale utility projects [7]. - The Middle East and Asia-Pacific regions are also accelerating energy storage deployment, with Saudi Arabia establishing itself as a key emerging market through multiple large-scale projects [8]. Group 5: Grid-Scale Energy Storage Trends - By 2025, grid-scale energy storage projects will account for 82% of total installations, driven by demand for large-scale applications and renewable energy integration [10]. - The average storage duration for grid-scale systems is expected to be around 2.5 hours, with continued strong growth anticipated in this sector through 2034 [10]. Group 6: Non-Lithium Battery Technologies - Non-lithium storage technologies such as sodium-ion, flow batteries, and iron-air batteries are beginning to see large-scale applications, with unique advantages in fixed storage scenarios [11][12]. - Investment growth and specialized bidding activities for non-lithium storage are emerging in major markets including China, Australia, Ireland, Spain, Germany, and Italy [12]. Group 7: Data Center Demand for Energy Storage - Energy storage is becoming crucial for data centers, helping to increase the share of green electricity and stabilize load fluctuations, with over 230 GW of data center projects announced in the U.S. alone [13]. - The integration of energy storage with renewable sources like wind and solar is becoming a core power supply method for data centers, driving significant growth in energy storage deployment [14].

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 2026国际电池产业大会 2026国际电池产业大会 会议时间：2026年4月22-24日 会议地点：马来西亚·吉隆坡 0 1 会议背景 在全球能源转型加速推进的浪潮下，电池产业作为新能源汽车、储能系统等战略性新兴产业的核心支 撑，正迎来需求激增与技术革新并存的黄金发展周期。据ICC鑫椤资讯预测，2026年的增长率将达到 34.6%，其中储能领域增速更是有望达到70%，呈现出"海内外需求双轮驱动、上下游产业链协同爆 发"的盛况。与此同时，全球电池产业格局正经历深刻重构，原材料供应链韧性、国际贸易壁垒应对、 绿色低碳生产等成为行业共同面临的关键课题。 马来西亚凭借优越的地理位置、友好的投资政策及完善的产业支持体系，已成为全球电池产业链布局的 重要枢纽。截至2025年，中国电池产业链企业在马来西亚投资金额超过260亿元，涵盖电池电芯、隔 膜、负极材料等全产业链环节，形成了较为完整的产业生态。在此背景下，东南亚新兴市场的崛起为全 球电池产业注入新动能，也催生了跨区域、跨领域的技术交流与合作需求。 为搭建全球电池产业精英对话平台 ...

（原标题：吉矿产资源估值达1770亿美元） 据吉尔吉斯斯坦经济学人网2月5日报道，国际商业理事会执行理事瑟德科夫在比什凯克举行的 B5+1商业论坛上表示，吉登记在册的矿床超1020个，涵盖51种矿产原料，但目前正在开发的不到一 半，吉拥有的22种关键矿产中，目前仅有7种正在被积极开发。当前吉已探明矿产资源总量估值为1770 亿美元，整个地区的估值在1万亿至1.5万亿美元之间。每投入1美元用于获取地质数据，能产生7.3美元 的收入。 论坛期间，与会者讨论了旨在实现矿产资源利用的数字化转型和引入国际报告标准的《2030年前国 家关键矿产行业发展规划》。为促进行业进一步发展，吉计划向JORC国际标准过渡并推动许可程序数 字化,助力吉融入全球能源转型和高科技产业的原材料供应链。 ...

Core Viewpoint - The article highlights the remarkable trading strategies of Bian Ximing, the controlling person of Zhongcai Futures, who successfully capitalized on the silver market crash, achieving significant profits through strategic short positions and demonstrating a shift in global commodity pricing power towards Chinese capital [4][50]. Group 1: Silver Market Crash - In early February 2026, the global silver market experienced a dramatic crash, with prices plummeting 40% from a historical high of $120 per ounce within three trading days [2][4]. - Zhongcai Futures, under Bian Ximing's control, established large short positions before the crash, resulting in profits exceeding $500 million (approximately 3.6 billion RMB) [4][18]. - The firm held short positions equivalent to about 484 tons of silver, with a nominal value exceeding $1.5 billion at the time [13][14]. Group 2: Investment Strategy and Background - Bian Ximing is recognized for his strategic foresight, having previously achieved nearly $5 billion (around 36 billion RMB) in cumulative investment gains over three years through various commodity trades, including long positions in gold and copper [4][21]. - His background as an industrialist provides him with unique insights into the supply-demand dynamics of raw materials, which he leverages in his trading strategies [29][31]. - Bian's approach contrasts sharply with past speculative attempts to manipulate markets, as he focuses on market fundamentals rather than attempting to distort prices [35][36]. Group 3: Shift in Commodity Pricing Power - The article suggests that Bian Ximing's actions signify a broader awakening of Chinese capital in global commodity pricing, traditionally dominated by Western financial institutions [50]. - This shift indicates a potential change in the logic of commodity pricing from being driven by financial speculation to being influenced by industrial supply-demand and macroeconomic expectations [51]. - Bian aims to achieve a profit target of 36.74 billion RMB by 2032, reflecting his confidence in his strategic approach to the market [51].