国家能源局31日上午举行新闻发布会，发布上半年全国能源形势、上半年可再生能源并网运行情况，介 绍迎峰度夏电力供需总体情况，发布《中国新型储能发展报告(2025)》。 国家能源局新能源和可再生能源司副司长潘慧敏在会上介绍，可再生能源装机规模持续实现新突破。可 再生能源继续保持新增装机的主体地位，接近全国总装机的六成。今年上半年，全国可再生能源新增装 机2.68亿千瓦，同比增长99.3%，约占新增装机的91.5%。其中，水电新增393万千瓦，风电新增5139万 千瓦，太阳能发电新增2.12亿千瓦，生物质发电新增71万千瓦。截至今年6月底，全国可再生能源装机 达到21.59亿千瓦，同比增长30.6%，约占我国总装机的59.2%，其中，水电装机4.4亿千瓦，风电装机 5.73亿千瓦，太阳能发电装机11亿千瓦，生物质发电装机0.47亿千瓦。 潘慧敏还介绍了主要可再生能源发电品种的有关情况： (一)水电建设和运行情况。今年上半年，全国新增水电并网容量393万千瓦，其中常规水电110万千瓦， 抽水蓄能283万千瓦。截至今年6月底，全国水电累计装机容量达4.4亿千瓦，其中常规水电3.79亿千瓦， 抽水蓄能6129万千瓦。今年 ...

Core Insights - The International Energy Agency (IEA) predicts strong global electricity demand growth despite economic pressures, with renewable energy, natural gas, and nuclear power expected to meet new electricity needs by 2026 [1] Summary by Categories Electricity Demand Growth - Global electricity demand is projected to grow by 3.3% in 2025 and 3.7% in 2026, although this is a slowdown from 4.4% growth in 2024, yet still significantly higher than the average growth rate of 2.6% from 2015 to 2023 [1] Energy Sources - Renewable energy is expected to surpass coal as the largest source of electricity globally by 2025 or 2026, influenced by weather conditions and fuel price trends [1] - Nuclear power generation is anticipated to reach historical highs due to the restart of reactors in Japan, strong growth in the US and France, and new nuclear projects in Asia [1] - Natural gas generation will continue to grow, gradually replacing coal and oil in the electricity sector [1] Carbon Emissions - The report indicates that carbon dioxide emissions from the electricity sector are expected to stabilize in 2025 and slightly decline in 2026 [1]

Group 1: Renewable Energy Capacity - The installed capacity of renewable energy continues to achieve new breakthroughs, accounting for nearly 60% of the total installed capacity in the country [1] - In the first half of the year, the newly installed capacity of renewable energy reached 268 million kilowatts, a year-on-year increase of 99.3%, representing approximately 91.5% of the total new installed capacity [1] - As of the end of June, the total installed capacity of renewable energy in the country reached 2.159 billion kilowatts, a year-on-year increase of 30.6% [1] Group 2: Renewable Energy Generation - Renewable energy generation has reached new heights, accounting for nearly 40% of the total national electricity generation, surpassing the combined electricity consumption of the tertiary industry and urban and rural residents [2] - In the first half of the year, the total renewable energy generation was 1,799.3 billion kilowatt-hours, a year-on-year increase of 15.6%, representing approximately 39.7% of total electricity generation [2] - The combined generation from wind and solar power reached 1,147.8 billion kilowatt-hours, a year-on-year increase of 27.4%, accounting for 23.7% of total electricity consumption, an increase of 4.4 percentage points compared to the same period last year [2]

国家能源局新能源和可再生能源司副司长潘慧敏31日在国家能源局2025年第三季度例行新闻发布会上表 示，今年上半年可再生能源继续保持新增装机的主体地位，接近全国总装机的六成；可再生能源发电量 接近全国总发电量的四成，超过同期第三产业用电量与城乡居民生活用电量之和。风电、光伏新增发电 量超过全社会用电量增量。 ...

Core Viewpoint - The renewable energy generation in China has reached a new milestone, accounting for nearly 40% of the total national electricity generation, surpassing the combined electricity consumption of the tertiary industry and urban-rural residents [1] Summary by Relevant Categories Renewable Energy Generation - In the first half of this year, China's renewable energy generation reached 1,799.3 billion kilowatt-hours, an increase of 15.6% year-on-year, representing approximately 39.7% of the total electricity generation [1] - Wind and solar power generation combined reached 1,147.8 billion kilowatt-hours, with a year-on-year growth of 27.4%, making up 23.7% of the total electricity consumption, an increase of 4.4 percentage points compared to the same period last year [1] Wind and Solar Power - The new generation capacity from wind and solar power has exceeded the incremental increase in total electricity consumption [1]

Core Insights - The International Energy Agency (IEA) projects that global electricity demand will continue to grow at a strong pace, with an expected increase of 3.3% in 2025 and 3.7% in 2026, which is more than double the growth rate of primary energy demand during the same period [1] Group 1: Demand Drivers - Key drivers for the increase in electricity demand include industrial electricity usage, the proliferation of air conditioning, the growth of data centers, and the rising demand for electric vehicles [1] Group 2: Energy Sources - The IEA anticipates that renewable energy will surpass coal as the largest source of electricity generation globally by 2026 [1] - Nuclear power generation is expected to reach a historical high, while natural gas generation will continue to grow steadily [1] Group 3: Infrastructure Needs - The expansion of renewable energy and nuclear power is reshaping the electricity market, necessitating increased investments in grid infrastructure, energy storage, and peak-shaving capabilities to ensure supply security and affordability amid rising demand [1]

Core Viewpoint - The city of Liaocheng is prioritizing electricity supply security during the summer peak season, emphasizing its importance for urban stability and residents' quality of life [1] Electricity Supply Situation - During the summer peak period, electricity supply is expected to be sufficient during the midday peak and slightly surplus during the evening peak, assuming no extreme weather occurs [3] - The electricity load is projected to reach new highs, with midday and evening peaks expected to hit 6.55 million kilowatts and 5.95 million kilowatts respectively, representing year-on-year increases of 12.3% and 11.4% [3] - The highest load occurred earlier than in previous years, attributed to higher temperatures and prolonged heat, with the load surpassing 5 million kilowatts in May and reaching 6.284 million kilowatts on July 5, an increase of 435,000 kilowatts from the previous year [3] Power Generation Overview - In the first half of the year, total electricity consumption reached 35.885 billion kilowatt-hours, a year-on-year increase of 4.16%, with residential electricity consumption at 2.543 billion kilowatt-hours, up 2.46% [4] - Total power generation was 31.877 billion kilowatt-hours, a 1.96% increase year-on-year, with renewable energy generation at 3.84 billion kilowatt-hours, up 11.19% [4] - Solar power generation accounted for 3.267 billion kilowatt-hours, reflecting a 13.71% increase, while wind power generation was 360 million kilowatt-hours, up 1.06% [4] Power Supply Capacity - Renewable energy capacity has grown, with total installed capacity reaching 5.502 million kilowatts, a 20.7% increase, which supports electricity supply during peak periods [5] - The completion of the ±800 kV ultra-high voltage direct current transmission line enhances the grid's ability to handle extreme weather and peak demand, providing up to 1.18 million kilowatts of load support [5] - Backup measures include peak power generation from local coal-fired plants and centralized use of new energy storage, capable of increasing output by 380,000 kilowatts [5] Power Supply Measures - The city has implemented comprehensive supervision of energy supply work, ensuring sufficient coal inventory and stable operation of power plants [6] - As of now, four direct supply power plants have coal inventories exceeding 1 million tons, with an average daily coal consumption allowing for over 28 days of supply [6] - Safety measures include the completion of inspections and maintenance of power facilities, with significant improvements in the operational status of equipment and a 41.80% reduction in the 10 kV distribution switch tripping rate [6]

Core Insights - The share of renewable energy in the EU's net electricity generation is projected to decrease to 42.5% in the first quarter of 2025, down 4.3 percentage points from 46.8% in the first quarter of 2024 [1] Renewable Energy Generation - Solar power generation is expected to increase significantly, rising from 40.9 TWh in the first quarter of 2024 to 55 TWh in the first quarter of 2025 [1] - However, this increase in solar generation is not sufficient to offset the declines in hydropower and wind energy, which are projected to decrease from 260.5 TWh to 218.5 TWh during the same period [1]

Core Viewpoint - Xinjiang Li New Energy Co., Ltd. is planning to issue stocks to specific investors and list on the main board, with the underwriting and sponsorship provided by Shenwan Hongyuan Securities [1][6]. Group 1: Issuer Information - The issuer, Xinjiang Li New Energy Co., Ltd., is located in Urumqi, Xinjiang, and was registered in August 2013 [3]. - The company specializes in clean energy development, including wind, solar, hydro, natural gas, and geothermal energy [3]. - The total share capital of the company is 933,333,334 shares, with a significant portion held by state-owned entities [3][4]. Group 2: Financial Performance - The company reported a total revenue of 97,067.85 million yuan for 2024, a slight decrease from 98,976.86 million yuan in 2023 [5]. - The net profit for 2024 was 4,931.16 million yuan, down from 13,555.53 million yuan in 2023 [5]. - The company has maintained a cash dividend policy, with a proposed cash dividend of 0.17 yuan per share for 2024 [4]. Group 3: Issuance Details - The stock issuance will target no more than 35 specific investors, with a total fundraising amount not exceeding 182,925.47 million yuan [10][12]. - The issuance price will be set at no less than 80% of the average trading price over the 20 trading days prior to the pricing date [10][11]. - The stock will have a lock-up period of 36 months for major shareholders and 6 months for other investors [12][13]. Group 4: Regulatory Compliance - The company has complied with the necessary legal and regulatory requirements for the stock issuance, including the Company Law and Securities Law [8][9]. - The decision-making process for the issuance has been properly executed through board and shareholder meetings [7][8]. - The underwriting institution has conducted thorough due diligence and confirmed the authenticity and completeness of the issuance documents [6][9].

Core Insights - As of the end of April this year, China's renewable energy installed capacity has reached 2.017 billion kilowatts, marking a year-on-year increase of 58% [1] - The combined installed capacity of wind and solar power has reached 1.53 billion kilowatts, surpassing thermal power for the first time in history [1] - In 2024, China's new renewable energy installed capacity is projected to be 373 million kilowatts, accounting for approximately 86% of the total new power installed capacity [1] - Renewable energy's new installed capacity has exceeded 300 million kilowatts for two consecutive years, with a global share of over 50% [1] - In 2024, China's renewable energy generation is expected to reach 3.47 trillion kilowatt-hours, representing about 35% of total electricity generation [1] - Wind and solar power in China have maintained a high level of consumption, although there have been fluctuations in certain years and regional differences [1]