人工智能繁荣背后的电力账单，正成为美国社会的新争议焦点。 近日，美国电力供应商正寻求对消费者实施大幅涨价，原因是数据中心需求激增，这引发了关于谁应为 人工智能电力负担买单的争议。据能源负担能力倡导组织PowerLines最新报告显示，电力公司在2025年 上半年已申请监管部门批准总计290亿美元的费率上调，较去年同期激增142%。 这些涨价凸显了一个核心问题：飙升的电力成本是应由所有消费者分摊，还是直接向推动新需求的大型 工业用户收费。根据彭博新能源财经预测，由于能源密集型AI应用，未来十年电力消耗预计将增长一 倍以上。 消费者维权组织对涨价提出异议，质疑家庭用户是否应承担确保美国在AI技术领域保持领先地位的成 本。PowerLines执行董事Charles Hua表示： 我们看到的是一种措手不及的状态，许多州在如何满足不断上升的数据中心需求与平衡电费 负担能力方面缺乏应对方案。 为控制账单负担，越来越多的电力公司和监管机构转向所谓的"大负荷电价"机制，向大型能源用户收取 系统超额负荷费用。 据报道，俄亥俄州电力公司AEP Ohio在10月向俄亥俄州公用事业委员会提交申请，要求数据中心按其 每月预计能源使用量 ...

新能源财经国家和政策研究主管伊桑·辛德勒指出，政策逆转将对美国清洁能源产业造成深远影响。记 者艾米丽·伯恩鲍姆则分析了国会内部的政治博弈，解释了为何一些来自绿色能源大州的议员会支持这 项看似与其选区利益相悖的法案。这场政策转向不仅关乎能源产业格局，更折射出美国政治极化背景下 气候政策的不确定性。 智通财经APP获悉，特朗普签署的新法案大幅削减了风力发电和太阳能发电项目的税收优惠政策，这一 举措被视为美国清洁能源转型进程中的重大挫折。根据气候政策智库"能源创新"的预测，如果该政策持 续实施，未来15年内美国将减少约300吉瓦的风能和太阳能发电装机容量，这一数字相当于300座核反应 堆的发电能力。这意味着大量原本计划中的可再生能源项目可能被迫搁置或取消。 该法案的出台标志着对拜登政府《通胀削减法案》中清洁能源激励政策的全面逆转。此前，这些税收抵 免措施旨在降低清洁能源成本，帮助美国应对日益增长的电力需求，特别是在人工智能等能源密集型产 业快速发展的背景下。然而，新政策的实施不仅可能影响美国在全球清洁能源竞赛中的竞争力，还可能 导致国内电价上涨，进而影响消费者和企业利益。 尽管化石燃料行业和部分共和党议员支持这一政 ...

Group 1 - The core point of the article is that Inner Mongolia Mengdian Huaneng Thermal Power Co., Ltd. plans to acquire 70% equity of North Blue Flag Wind Power and 75.51% equity of North Duolun through a combination of issuing shares and cash payment, while also raising supporting funds from no more than 35 specific investors [10][11][12] - The transaction involves the issuance of shares and cash payment for asset acquisition, with the total transaction price for North Blue Flag Wind Power set at 311,696.13 million yuan and for North Duolun at 344,297.33 million yuan [10][11] - The company aims to enhance its asset scale and profitability through this transaction, with expected increases in net profit and earnings per share post-transaction [17][15] Group 2 - The transaction will not change the company's main business scope, which includes thermal power generation, heating services, and renewable energy generation [14] - The shareholding structure will change, with North Company and its concerted actions holding 46.77% before the transaction and 41.51% after, while total shares will increase from 652,688.78 million to 735,387.35 million [14] - The company has committed to protecting the rights of minority investors by ensuring strict compliance with information disclosure obligations and fair pricing for the transaction [22][21]

FICC日报 | 2025-07-09 关注中国6月通胀数据和欧佩克国际研讨会 市场分析 7月将迎来国内的政治局会议。5月国内数据好坏参半，5月投资数据整体走弱，尤其是地产边际压力再增，后续或 将拖累财政收入，及整个地产链条；同时出口也略有承压，5月"抢出口"成色一般，叠加美国5月零售销售走弱， 前期需求透支下，后续外需预计将承压；5月仅有消费表现韧性，第三批消费品以旧换新资金将于7月下。中国6月 制造业PMI有所回升，但主要依赖部分原材料行业回升带动，国内经济企稳基础仍需夯实。6月份，中国央行连续 第8个月增持黄金，较上月增持速度回升，外汇储备稳步提升。面对关税下的外需压力和内部的稳增长诉求，关注 7月政治局会议进一步加码稳增长政策的可能。从北京时间8日凌晨开始，特朗普接连在社媒上公布其对多个国家 发出的关税信函，截至发稿，其已对14个国家发出最新的关税税率威胁。其中日本、韩国、哈萨克斯坦、马来西 亚和突尼斯面临25%的关税税率；南非、波斯尼亚税率为30%；印尼税率为32%；孟加拉国和塞尔维亚为35%；泰 国和柬埔寨税率为36%；老挝和缅甸税率为40%。特朗普签署行政命令，延长所谓"对等关税"暂缓期，将实施 ...

2025 年 7 月 9 日 招银国际环球市场 | 市场策略 | 招财日报 每日投资策略 全球市场观察 全球市场观察 招银国际研究部 邮件：research@cmbi.com.hk | 环球主要股市上日表现 | | | | | --- | --- | --- | --- | | | 收市价 | | 升跌（%） | | | | 单日 | 年内 | | 恒生指数 | 24,148 | 0.97 | 41.65 | | 恒生国企 | 8,709 | 1.15 | 50.97 | | 恒生科技 | 5,326 | 2.10 | 41.49 | | 上证综指 | 3,497 | 0.72 | 17.56 | | 深证综指 | 2,102 | 1.28 | 14.39 | | 深圳创业板 | 2,181 | 1.15 | 15.32 | | 美国道琼斯 | 44,241 | -1.31 | 17.38 | | 美国标普 500 | 6,226 | -0.86 | 30.52 | | 美国纳斯达克 | 20,418 | -0.89 | 36.02 | | 德国 DAX | 24,207 | 1.76 | 44.50 | | ...

记者 洪俊杰 胡幸阳 顾杰 刘雪妍 从华夏文明到当代文化，从航运枢纽到大国制造，昨天，参加全球文明对话部长级会议的嘉宾继续 在沪参访，实地了解中国式现代化在上海生动实践，希望能为本国发展提供有益借鉴。 "这里有我思考和学习的内容" 进入上博东馆青铜器馆，500余件青铜器展品静静地向观众展示华夏青铜文化兴起、繁荣、演变的 全过程。 "你们非常幸运，拥有这样的设施（指博物馆）来记录你们的历史。"密克罗尼西亚教育部部长埃塞 克发出感慨，"我们一直在思考如何珍藏本国历史，以及如何发扬本国文化。在这里，有我思考和学习 的内容。" 在纳米比亚驻华大使凯亚莫看来，博物馆是两国互相交流的很好案例，可以学习彼此，爱上对方文 化。他还发出邀请，希望中国朋友能探访纳米比亚自然奇观与独特文化。 从浦东来到浦西，一进入中共一大纪念馆，保加利亚国民议会教育与科学委员会主席安德雷伊·乔 尔巴诺夫就用手机拍个不停。他说，"这里不仅是纪念馆，也是图书馆与博物馆，有很多展品、多媒体 设施，为外国人了解这个党提供很大帮助。" 参观工厂车间后，嘉宾们都对其高效快速的生产线惊叹不已。特立尼达和多巴哥联合民族大会党国 际关系书记尼古拉斯·莫里斯感叹，特 ...

U.S. stocks traded mixed midway through trading, with the Dow Jones index dipping more than 150 points on Tuesday.The Dow traded down 0.35% to 44,249.09 while the NASDAQ gained 0.07% to 20,427.63. The S&P 500 also fell, dropping, 0.03% to 6,228.39.Check This Out: Top 2 Industrials Stocks You May Want To Dump This QuarterLeading and Lagging SectorsEnergy shares jumped by 2.1% on Tuesday.In trading on Tuesday, utilities stocks dipped by 1.9%.Top HeadlineThe US Manheim Used Vehicle Value Index increased 1.6% m ...

Solar stocks dropped on Tuesday after President Donald Trump signed an executive order to fast-track the end of clean-energy tax credits late Monday. The Details: President Trump issued an executive order that enforces a much faster phaseout of clean-electricity tax credits for solar and wind projects. The order eliminates the credits within 45 days after the “Big Beautiful Bill” goes into effect, likely before the end of 2025. Read Next: Meta’s Growth Sizzles, But Wait For A Pullback Before Buying InTrump' ...

Core Viewpoint - The "One Big Beautiful Bill" (OBBB) represents a fundamental ideological shift in U.S. economic and national security policy, reallocating resources and policy priorities from green energy and social welfare to defense, border security, and fossil fuel production [2][4]. Group 1: Legislative Changes - The OBBB systematically abolishes or reduces numerous green energy projects established during the IRA era, including greenhouse gas reduction funds and clean heavy-duty vehicle credits, while injecting substantial new funding into the Department of Defense and traditional fossil fuel extraction [4][14]. - The bill is seen as a significant pivot in U.S. electric vehicle policy, with the cancellation of the $7,500 federal tax credit for new electric vehicles set to take effect on September 30, 2025, seven years earlier than previously planned [21][5]. - New vehicle registration fees have been introduced, with $250 for new cars and $100 for hybrid vehicles, impacting the demand for electric vehicles [23][24]. Group 2: Economic Implications - The OBBB combines large, permanent tax cuts with substantial, upfront government spending, relying entirely on new debt for funding, which could increase the U.S. deficit by approximately $3.3 trillion over the next decade [14]. - The bill aims to stimulate consumer demand through new tax incentives, including deductions for qualified tips and overtime pay, and enhanced standard deductions for seniors [9][8]. - The legislation allows for a maximum deduction of $10,000 on new vehicle loan interest for buyers of cars assembled in the U.S. from 2025 to 2028, incentivizing domestic production [31][33]. Group 3: Impact on the Automotive Industry - The cancellation of tax credits and the introduction of new fees are expected to negatively impact electric vehicle sales, with predictions of a significant drop in sales post-October 2025 [27][40]. - Traditional fuel vehicles may see a resurgence in competitiveness due to the removal of subsidies for electric vehicles, potentially delaying the overall electrification process [25][40]. - The bill's provisions may lead to a restructuring of the electric vehicle market, with established brands like Tesla facing profit margin pressures while startups reliant on subsidies may encounter severe financial challenges [41][39]. Group 4: Global Supply Chain Effects - The OBBB is likely to exacerbate regionalization trends in the global supply chain, as U.S. policies push companies to enhance domestic capabilities while still relying on imports for critical components [42][43]. - Automakers from countries like South Korea and Japan are already responding by increasing investments in U.S. production to qualify for the "American assembled" label [44]. Group 5: Controversy and Debate - The OBBB has sparked intense debate, with supporters arguing it provides relief for the middle class and traditional automakers, while critics warn it exacerbates fiscal deficits and undermines clean energy transitions [45][48]. - The automotive industry faces a dual challenge of short-term sales boosts against long-term sustainability and environmental goals, as highlighted by industry leaders [46][47].

北交所信息更新 方盛股份（832662.BJ） 储能、氢能领域产品为未来增长开辟新路径 ——北交所信息更新 2025 年 07 月 08 日 投资评级：增持（维持） | 日期 | 2025/7/7 | | --- | --- | | 当前股价(元) | 24.46 | | 一年最高最低(元) | 36.24/8.18 | | 总市值(亿元) | 21.41 | | 流通市值(亿元) | 6.01 | | 总股本(亿股) | 0.88 | | 流通股本(亿股) | 0.25 | | 近 3 个月换手率(%) | 754.02 | 北交所研究团队 诸海滨（分析师） zhuhaibin@kysec.cn 证书编号：S0790522080007 2025Q1：营收 7446 万元，同比+21%；扣非归母净利润 5972 万元，同比+3% 2024 年公司实现营收 3.47 亿元，同比增长 1.10%；归母净利润 2980.88 万元，同 比下滑 52.39%；2025Q1 公司实现营收 7445.81 万元，同比增长 21.02%，归母净 利润 701.47 万元，同比下滑 16.03%，扣非归母净利润 597.21 ...