绿色能源
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2026年钠电池将进入规模应用阶段
Zhong Guo Hua Gong Bao· 2025-10-28 02:54
专家:应扬长避短、差异化竞争 哈尔滨工业大学副研究员邓亮指出,聚阴离子型磷酸盐正极材料因其结构稳定、安全性高,尤其适合钠 离子电池在宽温域与高倍率场景的应用。正极材料性能的充分发挥需与耐低温/高温电解液、适配负极 等系统部件协同优化,方能实现长循环与高倍率充放电。展望未来,钠电池需在成本控制与性能优化方 面持续突破,并提前布局材料回收利用体系,以更好响应市场期待。 中国电子技术标准化研究院副主任何鹏林表示,我国钠离子电池标准化工作稳步推进,目前已发布2项 国标,另有11项国标及行标正在制定中。此外,我国牵头的4项钠电池国际标准也正在起草过程中。标 准制定过程中,对44家企业生产的钠电池进行了试验验证,数据显示,钠电池在低温性能与安全性方面 总体优于锂电池,与锂电池在动力、储能等领域形成互补,并在多个领域具备替代铅酸电池的潜力。 中国科学院院士、新基石研究员、清华大学化学系教授李景虹指出,钠离子电池是绿色能源的重要发展 方向,应扬长避短,充分发挥其功率高、低温性能好、安全性高和成本低等优势,瞄准混合动力汽车、 UPS、调频储能、铅酸替代等应用场景。 "钠离子电池产业已进入从样品验证到商业化落地的关键阶段。"北京 ...
高端访谈︱阿塞拜疆能源部可再生能源署署长:“阿塞拜疆将联手中企启动千兆瓦绿电计划”
国家能源局· 2025-10-28 02:12
"阿塞拜疆将联手中企启动千兆瓦绿电计划" ——专访阿塞拜疆能源部可再生能源署署长贾维德·阿卜杜拉耶夫 国际合作是破局关键,而中国是我们最重要的合作伙伴之一。目前,阿塞拜疆已与中国能建建立战略伙伴关系,覆盖光伏、海上风电、抽水蓄能 等多领域。并且,与中国大唐、中国电建等企业推进大型可再生能源项目。未来,我们计划与中国企业共同启动总容量至少1000兆瓦的项目, 这既契合阿塞拜疆"绿色能源"战略,也体现两国对低碳未来的共同追求。 ▲ 专访阿塞拜疆能源部可再生能源署署长贾维德·阿卜杜拉耶夫 1 0月24日,2025国际能源变革论坛期间,阿塞拜疆能源部可再生能源署署长贾维德·阿卜杜拉耶夫(Javid Abdullayev)接受中能传媒独家专 访,详解该国作为传统油气出口国的能源转型路径——既直面基础设施改造、体系重建等挑战,又以中阿合作为关键抓手,计划推动中国企业参 与总容量超1000兆瓦的可再生能源项目,并探索向欧洲出口绿电,释放打造欧亚绿色能源枢纽的信号。 在能源转型与能源安全协同推进的进程中,阿塞拜疆如何平衡二者关系?有哪些可分享的实践或政策经验? 贾维德·阿卜杜拉耶夫: 阿塞拜疆正依据总统伊利哈姆・阿利耶夫的战 ...
中金 • 全球研究 | 富时罗素调升评级:越南开启新兴市场征程
中金点睛· 2025-10-27 23:40
Economic Outlook - Vietnam's economy showed strong performance in Q3 2025, with a year-on-year growth of 8.2%, marking the highest growth rate since 2011, excluding the post-pandemic recovery phase [2][12] - The government maintains a GDP growth target of 8.0% for the entire year, with inflation expected to be controlled around 4.0% [9][12] - Key economic drivers include robust public investment, which grew by 27.9% year-on-year, and foreign direct investment reaching $18.8 billion, a five-year high [12] Development Goals - Vietnam aims for an average GDP growth rate exceeding 10% from 2026 to 2030, with a target of reaching a per capita GDP of $8,500 by 2030 [3][10] - The government announced a cash distribution plan to citizens and a special pardon for prisoners, aimed at stimulating the economy and enhancing social stability [6][10] Trade Dynamics - Vietnam's exports reached $348.6 billion in the first nine months of 2025, growing by 15.9% year-on-year, with significant resilience in exports to the U.S. [13][25] - The trade risk exposure has narrowed, with a successful reduction of U.S. tariffs on Vietnamese goods from 46% to 20% [24][25] Infrastructure Development - Vietnam has set ambitious infrastructure goals for 2030, including 5,000 km of highways and 1,541 km of high-speed rail, which are expected to drive economic growth and reduce logistics costs [4][38] - Major projects include the North-South High-Speed Railway and Long Thanh International Airport, aimed at enhancing domestic and international connectivity [32][35] Financial Center Initiatives - Vietnam is developing international financial centers in Ho Chi Minh City and Da Nang, expected to be operational by the end of 2025, to attract global capital [5][39] - The government is implementing tax incentives and regulatory reforms to create a competitive environment for financial services [41][42] Capital Market Upgrades - The Vietnamese stock market is set to transition from frontier to secondary emerging market status by September 2026, which is anticipated to attract $10-15 billion in foreign capital over the next 1-3 years [6][46] - The market upgrade is expected to enhance liquidity, with daily trading volumes projected to increase from approximately $1.4 billion to $2 billion [47][50] Sectoral Opportunities - Key sectors expected to benefit from economic growth include manufacturing, services, real estate, and financial services, driven by infrastructure investments and capital market reforms [10][46] - The focus on digital transformation and green energy is seen as a new growth engine for Vietnam's economy [10][12]
北方稀土Q3净利润同比增长69.48%,营收增33.32% | 财报见闻
Hua Er Jie Jian Wen· 2025-10-27 10:51
Core Viewpoint - Northern Rare Earth achieved significant revenue and profit growth in Q3 2025, with a 33.32% increase in revenue and a 69.48% rise in net profit, indicating strong operational performance and market demand for rare earth products [1][3]. Financial Performance - In Q3 2025, the company reported revenue of 11.425 billion RMB, a year-on-year increase of 33.32%, and a net profit of approximately 610 million RMB, up 69.48% [1][3]. - For the first three quarters of 2025, net profit reached 1.541 billion RMB, a staggering 280.27% increase from 405 million RMB in the same period last year [3]. - Revenue for the same period rose from 21.56 billion RMB to 30.29 billion RMB, marking a 40.50% growth [3]. - Basic earnings per share also saw a significant increase of 280.27%, reaching 0.4264 RMB [3]. - The net cash flow from operating activities was 2.725 billion RMB, reflecting a 77.98% year-on-year increase, driven by higher cash receipts from sales [3]. Product Performance - The growth in performance is attributed to a comprehensive increase in the production and sales of key products, with rare earth metal product sales up 23.50% and production up 26.67% [4]. - Sales and production of magnetic materials, essential for permanent magnet motors, increased by 21.53% and 20.92%, respectively [4]. - Sales of rare earth oxides and polishing materials also saw significant growth, with increases of 21.20% and 22.50% [4]. - The most notable growth was in rare earth salts, which experienced a remarkable 71.07% increase in sales [4]. - The company emphasizes its products' role in supporting energy-saving and carbon-reduction initiatives in the green energy sector [4]. Capacity Expansion - To meet the growing market demand and strengthen its industry leadership, Northern Rare Earth is accelerating the construction of several key projects aimed at enhancing its supply chain [5]. - The first phase of the "New Generation Rare Earth Green Mining and Smelting Upgrade Project" is nearing completion, while the second phase is progressing smoothly [5]. - Additional projects include a 4,000-ton neodymium-iron-boron waste recycling production line, an 8,000-ton rare earth metal and alloy project, and a 50,000-ton high-performance neodymium-iron-boron rapid solidification alloy project [5].
香港财政司司长率团访沙特 开拓商机推广优势
Zhong Guo Xin Wen Wang· 2025-10-27 08:27
香港财政司司长率团访沙特 开拓商机推广优势 中新社香港10月27日电 据香港特区政府新闻处消息,香港特区政府财政司司长陈茂波27日下午率代表 团前往沙特阿拉伯利雅得访问,推动中国内地和香港企业联手拼船"出海",开拓商机;进一步深化香港 与中东地区在经贸、金融和创新科技等方面的联系,推广香港优势,讲好"香港故事"、讲好"中国故 事"。 代表团成员约40人,包括多家来自香港和内地的金融机构代表,以及从事人工智能、生物医药科技、电 子商务、绿色能源、建筑科技等领域的企业创办人和负责人。代表团成员亦包括来自特区政府引进重点 企业办公室和投资推广署、香港投资管理有限公司、香港交易及结算所有限公司的代表。香港贸易发展 局协助组织活动安排。 广告等商务合作,请点击这里 本文为转载内容,授权事宜请联系原著作权人 中新经纬版权所有,未经书面授权,任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview"),看更多精彩财经资讯。 代表团在利雅得期间将出席第九届"未来投资倡议大会"(Future Investment Initiative)。陈茂波将参与大会 的讨论环节,并在多场 ...
临高发展海上风电 今年前9月已贡献绿电逾7亿千瓦时
Hai Nan Ri Bao· 2025-10-27 00:44
Core Insights - The Huaneng Lingao Offshore Wind Power Project has generated over 708 million kilowatt-hours of green electricity in the first nine months of this year, enough to power 240,000 households for a year [2] - The project has significantly reduced carbon emissions by 597,000 tons, equivalent to planting 1,722 hectares of tropical rainforest [2] - The construction of the project has stimulated the growth of related industries, leading to a 40.5% increase in fixed asset investment in Lingao County [2] Project Details - The project consists of 60 wind turbines, each with a capacity of 10.0 megawatts, along with a 220 kV offshore booster station and an onshore control center [2] - Advanced materials and intelligent monitoring systems have been employed to ensure efficient energy production and minimize carbon emissions [2] - The project aims to achieve technological independence and environmental sustainability, supporting Hainan's goal of becoming a national green energy demonstration zone [2]
挺膺担当拓新局
Shang Hai Zheng Quan Bao· 2025-10-26 17:36
Group 1 - The world's largest single-unit green ammonia project, the National Energy Investment Group's Daan Wind-Solar Green Hydrogen Synthesis Ammonia Integration Demonstration Project, was launched on July 26 this year, marking a significant breakthrough in China's green hydrogen energy sector [1] - The project aligns with the new goals set for building a beautiful China during the 14th Five-Year Plan period, emphasizing the need for higher requirements in developing green energy [1] - The National Energy Investment Group plans to enhance the clean and low-carbon transformation of the energy structure, promoting carbon reduction, pollution reduction, greening, and growth in the construction of a modern industrial system [1] Group 2 - The Hainan Free Trade Port is set to commence operations in less than two months, representing a new height in China's high-level opening up [2] - Financial openness is a crucial component of the Hainan Free Trade Port's construction, supporting the liberalization and facilitation of trade and investment [2] - The China Banking sector is committed to leveraging its global advantages to support the construction of the free trade port through innovative breakthroughs in cross-border funding and foreign exchange management [2] Group 3 - Zhejiang University faculty and students are actively engaging with the spirit of the recent plenary session, emphasizing the importance of the Party's comprehensive leadership in economic and social development during the 14th Five-Year Plan [3] - The educational sector is encouraged to integrate the concept of "the Party's prosperity leads to national strength" into the entire process of talent cultivation to support the strategic goals of the 14th Five-Year Plan [3] Group 4 - The construction of the Sichuan-Tibet Railway is a significant project in the process of achieving the second centenary goal, with multiple sections currently under construction [4] - The project aims to create new engines for high-quality regional development and is guided by the spirit of the recent plenary session, emphasizing the need to face challenges and take initiative [4]
挺膺担当拓新局——中管企业、中管金融企业和中管高校干部职工以实干笃行贯彻落实全会精神
Xin Hua She· 2025-10-26 15:21
Group 1: Achievements and Developments - The Long March 5 rocket, China's largest active launch vehicle, successfully launched, marking significant achievements in the aerospace sector [2] - China Huadian has increased its installed capacity to over 250 million kilowatts, a 50.6% growth compared to the end of the 13th Five-Year Plan, with renewable energy capacity exceeding 100 million kilowatts [3] - The China Agricultural Development Bank is focusing on rural revitalization and enhancing the effectiveness of agricultural support policies [3] Group 2: Strategic Goals and Plans - The 14th Five-Year Plan has set ambitious goals for economic and social development, emphasizing the importance of the real economy and modern industrial systems [6] - China Construction Bank aims to increase its manufacturing loans by over 2 trillion yuan during the 14th Five-Year Plan, with a target of exceeding 5 trillion yuan in the next three years [6] - China Mobile is committed to advancing key technologies in 6G and artificial intelligence, aligning with national innovation strategies [7] Group 3: Cultural and Educational Initiatives - The importance of cultural innovation and development is highlighted, with educational institutions encouraged to contribute to the prosperity of Chinese culture [8][9] - Universities are urged to integrate the principles of the Communist Party into their educational frameworks to support national development goals [11] Group 4: Infrastructure and Modernization - The construction of the Sichuan-Tibet Railway is seen as a key project for achieving modernization goals, with a focus on overcoming challenges [12] - Financial institutions are expected to play a crucial role in supporting the development of the Hainan Free Trade Port and enhancing financial openness [10]
光抢一个安世还不够?冯德莱恩:欧洲的机会来了,首先从中国开始
Sou Hu Cai Jing· 2025-10-26 08:40
Group 1 - The European Union aims to develop green energy to dominate the global market, similar to China's success in the photovoltaic sector, but faces strong opposition from the U.S. [1] - Trump's administration prioritizes non-renewable energy markets, particularly oil, viewing them as the most familiar and profitable avenues for the U.S. government [3] - The EU is attempting to push for a green alliance to reduce dependence on non-renewable energy, but U.S. opposition complicates this initiative [7] Group 2 - The EU's plan to stop importing Russian natural gas by the end of 2027 is challenged by the ongoing Russia-Ukraine war, leading to increased investment in renewable energy [7] - China's technological leadership in solar, battery, and hydropower sectors has established its near-monopoly in these markets, posing significant challenges for the EU's ambitions [9] - The EU has imposed sanctions on certain Chinese and Russian companies in an effort to compete in the renewable energy market, but China's dominant position remains difficult to disrupt [10] Group 3 - The EU is under significant internal and external pressure due to insufficient energy supply guarantees, which is diminishing its competitiveness on the international stage [11] - To secure a place in the global energy transition, the EU must simultaneously address economic, energy, and political challenges [11]
聚焦产融协同,2025金融街论坛年会投融资对接专场即将启幕!
Sou Hu Cai Jing· 2025-10-26 03:47
Core Insights - The event "产融共生向新而行" will take place from October 28 to 30, 2025, focusing on the integration of innovation chains, industry chains, and capital chains to promote high-quality financial development and support technological self-reliance [2] - The event aims to build a bridge for cooperation between innovative enterprises and financial institutions, specifically targeting the construction of the Beijing Stock Exchange ecosystem and serving specialized, sophisticated, and innovative small and medium-sized enterprises (SMEs) [2] Summary by Sections Event Overview - The event is a key part of the Financial Street Forum Annual Meeting, featuring three main components: thematic activities, exhibitions, and industry-finance matchmaking [2] - It will focus on four cutting-edge sectors: artificial intelligence, digital transformation, green energy, and future industries, selecting high-growth and core innovative SMEs for roadshows [2] Roadshow Details - Roadshows will be conducted in specialized sessions by field, providing a platform for enterprises to showcase their core strengths and commercial value directly to leading investment institutions [2] Additional Activities - The event will include authoritative releases, policy interpretations, and keynote speeches, inviting industry leaders and policy experts to share insights, helping enterprises align with policy directions and enabling investors to identify quality opportunities [2] Strategic Importance - This gathering of industrial strength and financial resources is seen as a critical opportunity to help SMEs overcome growth bottlenecks and achieve deep integration of industry and finance [2]